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Merge remote-tracking branch 'origin/dev' into dev

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This commit is contained in:
velz 2025-12-04 16:21:23 +05:30
commit dfa24eada8
19 changed files with 9387 additions and 232 deletions
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2
app/Config/Filters.php
View File

@ -15,6 +15,7 @@ use App\Filters\CloseDbConnection;
use App\Filters\AuthClientApi;
use App\Filters\CommissionApiFilter;
use App\Filters\VerifyAppSignature;
use App\Filters\Cors;
use App\Filters\AuthJWT;
@ -41,6 +42,7 @@ class Filters extends BaseConfig
'CloseDbConnection' => CloseDbConnection::class,
'CommissionApiFilter'=> CommissionApiFilter::class,
'appSignature' => VerifyAppSignature::class,
'Cors' => Cors::class,
];
/**

94
app/Config/Routes.php
View File

@ -432,6 +432,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->get("list/(:any)", "PolicyTransactionController::getInceptionDataForEdit/$1");
$routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
$routes->get("removePolicyTransaction/(:any)", "PolicyTransactionController::removePolicyTransaction/$1");
$routes->match(['get', 'post'], 'list2', 'PolicyTransactionController::viewInception2');
$routes->get("list2/(:any)", "PolicyTransactionController::getInceptionDataForEdit2/$1");
});
$routes->group("endorsement", ["filter" => "authMVC"], function ($routes) {
@ -530,16 +532,54 @@ $routes->group("/api", ["filter" => "authJWT"], function ($routes) {
$routes->get("getSSORedirectUrl", "ApiServiceController::getSSORedirectUrl");
$routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
$routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
$routes->group("employeeRest", ["filter" => ["authJWT" , "appSignature"]], function ($routes) {
$routes->group("employeeRest", ['filter' => ["appSignature"] ], function ($routes) {
//Employee login api's
$routes->post("verifyEmployeeNumber", "RestAuthenticationController::verifyEmployeeWithMobileNumber");
$routes->post("getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");
$routes->post("verifyEmployeeEmailId", "RestAuthenticationController::verifyEmployeeWithEmailId");
$routes->post("updateEmpOTP", "RestAuthenticationController::updateEmpOTP");
// MPIN api's
$routes->post("saveMpin", "RestAuthenticationController::saveMpin");
$routes->post("updateMpin", "RestAuthenticationController::updateMpin");
$routes->post("verifyMpin", "RestAuthenticationController::verifyMpin");
$routes->post("checkMpin", "RestAuthenticationController::checkMpin");
$routes->post("updateEmpMPIN", "RestAuthenticationController::updateEmpMPIN");
$routes->post("forgotMPIN", "RestAuthenticationController::forgotMPIN");
$routes->post("updateMobileNumber", "RestAuthenticationController::updateMobileNumber");
// PASSWORD api's
$routes->post("savePassword", "RestAuthenticationController::savePassword");
$routes->post("changePassword", "RestAuthenticationController::changePassword");
$routes->post("verifyPassword", "RestAuthenticationController::verifyPassword");
$routes->post("verifyOtp", "RestAuthenticationController::verifyOtp");
$routes->post("checkPassword", "RestAuthenticationController::checkPassword");
//HR login api's
$routes->post("verifyHrWithMobileNumber", "RestAuthenticationController::verifyHrWithMobileNumber");
$routes->post("verifyHrWithEmail", "RestAuthenticationController::verifyHrWithEmail");
$routes->post("getVerifiedHrData", "RestAuthenticationController::getVerifiedHrData");
$routes->post("updateHROTP", "RestAuthenticationController::updateHROTP");
$routes->get("getHRAccessData", "RestAuthenticationController::getHRAccessData");
$routes->post("getPostEmployeeDataForAuth", "RestAuthenticationController::getPostEmployeeDataForAuth");
$routes->get("getClientDetails", "EmployeeRestController::getClientDetails");
$routes->get("getAdvertisementImage", "EmployeeRestController::getAdvertisementImage");
});
$routes->group("employeeRest", ["filter" => ["authJWT"]], function ($routes) {
$routes->post("ecardRequest", "ApiServiceController::ecardRequest");
$routes->get("getWellnessURL", "ApiServiceController::getWellnessURL");
$routes->post("logHrActivity", "RestAuthenticationController::logHrActivity");
$routes->post("getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");
// $routes->post("getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");
$routes->post("getChatResponse", "ChatBotController::getChatResponse");
@ -599,48 +639,14 @@ $routes->group("employeeRest", ["filter" => ["authJWT" , "appSignature"]], funct
$routes->get('get_ticket_type',"EmployeeRestController::get_ticket_type");
$routes->get('get_ticket_data',"EmployeeRestController::get_ticket_data");
// add retail policy
$routes->post("addEmpRetailPolicy", "EmployeeRestController::addEmpRetailPolicy");
// get insurer and policy type
$routes->get("getPolicyTypeAndInsurer", "EmployeeRestController::getPolicyTypeAndInsurer");
});
$routes->group("employeeRest", ['filter' => ["appSignature"] ], function ($routes) {
//Employee login api's
$routes->post("verifyEmployeeNumber", "RestAuthenticationController::verifyEmployeeWithMobileNumber");
$routes->post("getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");
$routes->post("verifyEmployeeEmailId", "RestAuthenticationController::verifyEmployeeWithEmailId");
$routes->post("updateEmpOTP", "RestAuthenticationController::updateEmpOTP");
// MPIN api's
$routes->post("saveMpin", "RestAuthenticationController::saveMpin");
$routes->post("updateMpin", "RestAuthenticationController::updateMpin");
$routes->post("verifyMpin", "RestAuthenticationController::verifyMpin");
$routes->post("checkMpin", "RestAuthenticationController::checkMpin");
$routes->post("updateEmpMPIN", "RestAuthenticationController::updateEmpMPIN");
$routes->post("forgotMPIN", "RestAuthenticationController::forgotMPIN");
$routes->post("updateMobileNumber", "RestAuthenticationController::updateMobileNumber");
// PASSWORD api's
$routes->post("savePassword", "RestAuthenticationController::savePassword");
$routes->post("changePassword", "RestAuthenticationController::changePassword");
$routes->post("verifyPassword", "RestAuthenticationController::verifyPassword");
$routes->post("verifyOtp", "RestAuthenticationController::verifyOtp");
$routes->post("checkPassword", "RestAuthenticationController::checkPassword");
//HR login api's
$routes->post("verifyHrWithMobileNumber", "RestAuthenticationController::verifyHrWithMobileNumber");
$routes->post("verifyHrWithEmail", "RestAuthenticationController::verifyHrWithEmail");
$routes->post("getVerifiedHrData", "RestAuthenticationController::getVerifiedHrData");
$routes->post("updateHROTP", "RestAuthenticationController::updateHROTP");
$routes->get("getHRAccessData", "RestAuthenticationController::getHRAccessData");
$routes->post("getPostEmployeeDataForAuth", "RestAuthenticationController::getPostEmployeeDataForAuth");
$routes->get("getClientDetails", "EmployeeRestController::getClientDetails");
$routes->get("getAdvertisementImage", "EmployeeRestController::getAdvertisementImage");
});
$routes->get("hrFileDownload", "EmployeeRestController::hrFileDownload");
$routes->post("hrFileList", "EmployeeRestController::hrFileList");
$routes->get("getEmployeeActiveOrInactivePolicy", "EmployeeRestController::getEmployeeActiveOrInactivePolicy");
@ -650,6 +656,9 @@ $routes->get("getPolicyLevelEmployeeSummaryData", "EmployeeRestController::getPo
$routes->get("cdTransactionData", "EmployeeRestController::cdTransactionData");
$routes->match( ['get', 'post'], 'claimsSearch','EmployeeRestController::claimsSearch');
$routes->get("getBackToEnrolledDetails", "EmployeeRestController::getBackToEnrolledDetails");
// $routes->post("addEmpRetailPolicy", "EmployeeRestController::addEmpRetailPolicy");
// $routes->get("getPolicyTypeAndInsurer", "EmployeeRestController::getPolicyTypeAndInsurer");
// Ticketing System
@ -809,7 +818,6 @@ $routes->group('commission', function($routes) {
});
//BDS BULK UPLOAD
$routes->group('bds_upload', function($routes) {
$routes->match (['get','post'],'list',"PolicyTransactionController::policyBulkUpload");
$routes->get('downloadBDSDumpFile/(:any)',"PolicyTransactionController::downloadBDSDumpFile/$1");

19
app/Controllers/EmpDataServiceController.php
View File

@ -5282,8 +5282,17 @@ class EmpDataServiceController extends BaseController
$action_type_string = "addition";
}
$user_data = db_connect()->table('user_profiles')->where('is_active', 1)->where('id', $lead_data['created_by'] ?? null)->get()->getRowArray();
// get the acm data for service person id
$acm_data = db_connect()->table('client_rm')->where('is_active', 1)->where('client_id', $policy_data['client_id'] ?? null)->where('level', 3) ->get() ->getRowArray();
$service_person_id = null;
if(!empty($acm_data)){
$service_person_id = $acm_data['user_id'] ?? null;
}else{
$service_person_id = $params['created_by'] ?? null;
}
// get the user data for salse person id
$user_data = db_connect()->table('user_profiles')->where('is_active', 1)->where('id', $lead_data['created_by'] ?? null)->get()->getRowArray();
$salse_person_id = null;
if(isset($lead_data['salse_person_id']) && !empty($lead_data['salse_person_id'])){
$salse_person_array = json_decode($lead_data['salse_person_id'] ?? '{}', true) ?? [];
@ -5337,7 +5346,7 @@ class EmpDataServiceController extends BaseController
'entry_from' => 2,
'sales_generated_by' => $salse_person_id,
'serviced_by' => $params['created_by'] ?? null,
'serviced_by' => $service_person_id,
];
$this->myLogger->logme("error", "Constructed policy transaction data: " . json_encode($policyTransactionData));
@ -5366,6 +5375,12 @@ class EmpDataServiceController extends BaseController
'amount' => ($params['base_premium'] ?? 0) + ($params['gst'] ?? 0),
];
if(isset($policy_data['gst']) && $policy_data['gst'] != null){
$coShareData['bp_igst'] = $policy_data['gst'];
$coShareData['bp_sgst'] = 0;
$coShareData['bp_cgst'] = 0;
}
if(isset($lead_data['agreed_percentage']) && !empty($lead_data['agreed_percentage'])){
$coShareData['exp_amt'] = (($params['base_premium'] ?? 0) * ($lead_data['agreed_percentage'] ?? 0)) / 100;
}else{

3
app/Controllers/EmployeeController.php
View File

@ -549,8 +549,7 @@ class EmployeeController extends AdminController
];
$batch_data['policy_issue_date'] = (!empty($policy_issue_date) && strtotime($policy_issue_date) !== false) ? change_date_format($policy_issue_date) : null;
$batch_data['policy_issue_date'] = (!empty($policy_issue_date) && strtotime($policy_issue_date) !== false) ? change_date_format($policy_issue_date, 'd/m/Y', 'Y-m-d') : null;
if ($actions == 'export') {

246
app/Controllers/EmployeeRestController.php
View File

@ -39,6 +39,7 @@ use App\Models\TicketMessageModel;
use App\Models\HRAccessControlModel;
use App\Models\InsurerModel;
use App\Models\HrFileUploadModel;
use App\Models\EmployeeRetailPolicy;
@ -97,6 +98,7 @@ class EmployeeRestController extends AdminController
protected $insurerModel;
protected $hrFileUploadModel;
protected $ticketMailTemplateModel;
protected $employeeRetailPolicy;
public function __construct()
@ -124,6 +126,7 @@ class EmployeeRestController extends AdminController
$this->claimStatusModel = new TicketClaimStatusModel();
$this->ticketMaster = new TicketMasterModel();
$this->ticketMessage = new TicketMessageModel();
$this->employeeRetailPolicy = new EmployeeRetailPolicy();
$this->ticketController = new TicketController();
$this->hrAccessControlModel = new HRAccessControlModel();
@ -2993,7 +2996,10 @@ class EmployeeRestController extends AdminController
}
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result, 'emp_name' => $employeeName, 'pre_policy_count' => $prePolicyCount], 200);
$emp_reatail_policy_data = $this->getEmpRetailPolicy($employeeSelfData);
$emp_wellness_data = $this->getWellnessUrl($employeeSelfData->id ?? null);
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result, 'emp_name' => $employeeName, 'pre_policy_count' => $prePolicyCount, 'retail_policy_data' => $emp_reatail_policy_data, 'wellness_data' => $emp_wellness_data], 200);
} else {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => []], 200);
}
@ -4586,4 +4592,242 @@ class EmployeeRestController extends AdminController
} catch (\Exception $e) {
}
}
public function addEmpRetailPolicy()
{
$this->myLogger->logme("error", "EMPLOYEE-RETAIL-POLICY-CONTROLLER - addEmpRetailPolicy: Received payload = " . json_encode($this->request->getJSON() ?? []));
try {
$payload = $this->request->getJSON(true);
$pk = $payload['retail_policy_id'] ?? null;
$emp_id = $payload['emp_id'] ?? null;
if (empty($emp_id)) {
$this->myLogger->logme("error", "addEmpRetailPolicy: emp_id is missing");
return $this->respond(['status' => 'failed','code' => 400,'message' => 'emp_id is required' ], 200);
}
if(empty($pk)){
$payload['created_by'] = $emp_id;
$emp_retail_policy_id = $this->employeeRetailPolicy->insert($payload);
}else{
$payload['updated_by'] = $emp_id;
$emp_retail_policy_id = $this->employeeRetailPolicy->where('id', $pk)->set($payload)->update();
}
if ($emp_retail_policy_id) {
$this->myLogger->logme("error", "addEmpRetailPolicy: Employee Retail Policy created successfully. Policy ID = " . $emp_retail_policy_id);
return $this->respond([
'status' => 'success',
'code' => 200,
'message' => 'Employee Retail Policy created successfully',
'data' => [
'emp_retail_policy_id' => $emp_retail_policy_id
]
], 200);
} else {
$this->myLogger->logme( "error", "addEmpRetailPolicy: Failed to create Employee Retail Policy. Insert returned false" );
return $this->respond(['status' => 'failed','code' => 500,'message' => 'Failed to create Employee Retail Policy'], 500);
}
} catch (\Throwable $th) {
$this->myLogger->logme("error", "addEmpRetailPolicy: Exception occurred - " . $th->getMessage());
return $this->respond(['status' => 'failed','code' => 500,'message' => 'Internal server error: ' . $th->getMessage()], 500);
}
}
public function getEmpRetailPolicy($employeeData)
{
$this->myLogger->logme("error", "EMPLOYEE-REST-CONTROLLER - getEmpRetailPolicy: Given params: " . json_encode($employeeData ?? []));
try {
$emp_id = $employeeData->id ?? null;
$mobile_number = $employeeData->mobile ?? null;
$emp_retail_policy_data = [];
if ($emp_id != null) {
$emp_retail_policy_data = $this->employeeRetailPolicy
->select("
employee_retail_policies.emp_id,
employee_retail_policies.insurer_id,
employee_retail_policies.policy_type_id,
employee_retail_policies.policy_no,
DATE_FORMAT(employee_retail_policies.policy_start_date, '%d-%b-%Y') as policy_start_date,
DATE_FORMAT(employee_retail_policies.policy_end_date, '%d-%b-%Y') as policy_end_date,
policy_type.policy_type,
policy_type.long_name as policy_type_long_name,
insurers.name as insurer_name,
insurers.short_name as insurer_short_name
")
->join('insurers', 'employee_retail_policies.insurer_id = insurers.id')
->join('policy_type', 'employee_retail_policies.policy_type_id = policy_type.id')
->where('employee_retail_policies.is_active', 1)
->where('emp_id', $emp_id)
->findAll();
}
$emp_retail_client_data = [];
if (!empty($mobile_number)) {
$emp_retail_client_data = $this->clientModel
->select("
$emp_id as emp_id,
policy_transaction.insurer_id,
policy_transaction.policy_type_id,
policy_transaction.policy_no,
DATE_FORMAT(policy_transaction.policy_start_date, '%d-%b-%Y') as policy_start_date,
DATE_FORMAT(policy_transaction.policy_end_date, '%d-%b-%Y') as policy_end_date,
policy_type.policy_type,
policy_type.long_name as policy_type_long_name,
insurers.name as insurer_name,
insurers.short_name as insurer_short_name
")
->join('policy_transaction', 'policy_transaction.client_id = clients.id')
->join('insurers', 'policy_transaction.insurer_id = insurers.id')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id')
->where('policy_transaction.is_active', 1)
->where('clients.is_active', 1)
->where('clients.phone', $mobile_number)
->findAll();
}
// print_r($emp_retail_policy_data); die;
$complete_emp_retail_policy_data = array_values(
array_column(
array_merge($emp_retail_client_data ?: [], $emp_retail_policy_data ?: []),
null,
'policy_no'
)
);
return $complete_emp_retail_policy_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,
];
$this->myLogger->logme("error", "EMPLOYEE-REST-CONTROLLER - getEmpRetailPolicy: Exception: " . json_encode($errorData ?? []));
return [];
}
}
public function getWellnessUrl($emp_id)
{
// $emp_id = $this->request->getGet('emp_id');
$db = \Config\Database::connect();
$data = $db->table('employees e')
->select('pt.policy_type,
e.name, e.email_corporate as email, e.mobile as phone, e.emp_code as memberId, e.gender, e.dob, e.relationship as relation,
cp.policy_no as policyNumber, cp.policy_no as employeeId, cp.policy_start_date as policyStartDate, cp.policy_end_date as policyEndDate , cp.wellness_plan_id as planId')
->join('employee_polices ep', 'e.id = ep.employee_id')
->join('client_policy cp', 'ep.client_policy_id = cp.id')
->join('policy_type pt', 'cp.policy_type_id = pt.id')
->where('e.id', $emp_id)
->where('e.emp_status', 'active')
->where('ep.status', 'active')
->where('e.is_active', 1)
->where('ep.is_active', 1)
->get()
->getResultArray();
$userParams = [];
foreach ($data as $row) {
if ($row['planId'] != null) {
$userParams['name'] = $row['name'];
$userParams['email'] = $row['email'];
$userParams['phone'] = $row['phone'];
$userParams['memberId'] = $row['employeeId']; // memberId is unique primary key.
$userParams['gender'] = $row['gender'];
$userParams['dob'] = $row['dob'];
$userParams['relation'] = $row['relation'];
$userParams['policyNumber'] = $row['policyNumber'];
$userParams['employeeId'] = $row['memberId'];
$userParams['policyStartDate']= $row['policyStartDate'];
$userParams['policyEndDate'] = $row['policyEndDate'];
$userParams['policyName'] = $row['policy_type'];
$userParams['planId'] = $row['planId'];
$userParams['moduleName'] = 'home';
break; // stop after first GMC match
}
}
if (empty($userParams)) {
return ['status' => 'failed','message' => 'Coming soon........!'];
}
// echo 'coming';die();
// Derive 32-byte key from SHA256
$derivedKey = hash('sha256', env('VISIT_SECRET_KEY'), true);
// Build query string like Node.js
$plainText = '';
foreach ($userParams as $k => $v) {
$plainText .= "&{$k}={$v}";
}
$plainText = ltrim($plainText, '&');
// Encrypt
$algorithm = "aes-256-cbc";
$encrypted = openssl_encrypt($plainText, $algorithm, $derivedKey, OPENSSL_RAW_DATA, env('VISIT_IV'));
// Base64URL encode (same as Node.js output)
$output = rtrim(strtr(base64_encode($encrypted), '+/', '-_'), '=');
$baseURL = env('VISIT_BASE_URL');
$clientId = env('VISIT_CLIENT_ID');
$finalUrl = $baseURL . '/sso?userParams=' . $output . '&clientId=' . $clientId;
if (!empty($finalUrl)) {
log_message('error', 'VISIT SSO | emp_id: '.$emp_id.' | URL: '.$finalUrl);
return ['status' => 'success','data' => $finalUrl];
} else {
return ['status' => 'failed','message' => 'Coming soon........!'];
}
}
public function getPolicyTypeAndInsurer()
{
$policy_type_ids = [8, 37, 38, 39, 62];
$policy_type = $this->policyTypeModel
->select('id as policy_type_id, policy_type, long_name as policy_type_long_name')
->where('is_active', 1)
->whereIn('id', $policy_type_ids)
->findAll();
$insurer_category = ['general'];
$insurers = $this->insurerModel
->select('id as insurer_id, name as insurer_name, short_name as insurer_short_name')
->where('is_active', 1)
->where('category', $insurer_category)
->findAll();
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => [
'insurer' => $insurers,
'policy_type' => $policy_type
]
], 200);
}
}

9
app/Controllers/EmployeeServiceController.php
View File

@ -1372,7 +1372,7 @@ class EmployeeServiceController extends AdminController
$existing_units = $this->clientBranchModel->getExisitingUnits(client_id: $file['client_id'],client_branch_id: $file['client_branch_id']);
$employee_data_group_by_family = data_group_by_family($excel_data, 'excel', '', $current_column_action);
// dd($employee_data_group_by_family);
// dd($employee_data_group_by_family);
foreach ($employee_data_group_by_family as $emp_id => $family)
{
@ -1385,8 +1385,8 @@ class EmployeeServiceController extends AdminController
$existing_famility_details = transform_db_data_to_excel($existing_famility_details,$file);
// Kint::dump($existing_famility_details);
$family = array_merge($family,$existing_famility_details);
$family = data_group_by_family($family, 'excel', 1)[ $emp_id ];// reason to call this again is bring self to first index of the array
// dd($family);
$family = data_group_by_family($family, 'excel', 1)[ $emp_id ];// reason to call this again is bring self to first index of the array
// dd($family);
$self = current(array_filter($family, fn($r) => strtolower($r[5] ?? '') === 'self'));
$premium = (int)($self['temp']['rata_premimum'] ?? 0);
foreach ($family as &$r) if (strtolower($r[5] ?? '') !== 'self') $r['self_rata_premium'] = $premium;
@ -1394,9 +1394,6 @@ class EmployeeServiceController extends AdminController
// Kint::dump($family);
$data = calculate_premium_new(family_data:$family,policy_terms: $policy_terms,slab_details : $slab_details,fileArr: $file, existing_units:$existing_units);
if($file['action'] == 'dependent_addition') {
$data = validatet_family_floter_rata_premium($data);
}
// dd($data);
$employee_data_group_by_family[$emp_id] = $data;
$this->employeesOnboardProcess(['familiy_data' => $data,'file' => $file]);

680
app/Controllers/PolicyTransactionController.php
View File

@ -397,21 +397,21 @@
'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
],
// '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' => 24,
'col_cell_name' => 'Y',
'col_idx' => 23,
'col_cell_name' => 'X',
'col_name' => 'Agreed Amount',
'is_mandatory' => false,
'data_type' => '',
@ -422,8 +422,8 @@
],
'agreed_bp_percentage' => [
'col_idx' => 25,
'col_cell_name' => 'Z',
'col_idx' => 24,
'col_cell_name' => 'Y',
'col_name' => 'Agreed BP Percentage',
'is_mandatory' => false,
'data_type' => '',
@ -434,8 +434,8 @@
],
'agreed_tp_percentage' => [
'col_idx' => 26,
'col_cell_name' => 'AA',
'col_idx' => 25,
'col_cell_name' => 'Z',
'col_name' => 'Agreed TP Percentage',
'is_mandatory' => false,
'data_type' => '',
@ -445,101 +445,101 @@
'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_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_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_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_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_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
],
// '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
],
// '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
],
// '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
// ],
];
@ -671,8 +671,9 @@
// Fetch Sales Team
$data['salse_team'] = $this->userModel
->select('user_profiles.*')
->select('user_profiles.*,nhance_branch.id as nhance_branch_id, nhance_branch.branch_name as nhance_branch_name')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
->where('user_teams.team_id', 5)
->where('user_teams.is_active', 1)
->where('user_profiles.is_active', 1)
@ -690,6 +691,7 @@
->where('is_active', 1)
->findAll();
// echo '<pre>';
// print_r($data['ppTeamsData']); die;
// dd($data);
@ -698,6 +700,160 @@
$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')
->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'] = $this->userModel
->where('role', 3) // Assuming `role` is in `user_profiles`
->where('is_active', 1)
->findAll();
// echo '<pre>';
// print_r($data['ppTeamsData']); die;
// dd($data);
// Load view
$this->loadLayout('policy_transaction_inception_list_2', $data);
}
// policy Transaction Create function start
public function createInceptionPolicy()
{
@ -1483,6 +1639,276 @@
}
}
// Get the Single Inception Tranction data for edit
public function getInceptionDataForEdit2($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['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) {
@ -4140,18 +4566,26 @@
$cgst = trim($row[20]);
$sgst = trim($row[21]);
$stamp_duty = trim($row[22]);
$total = trim($row[23]);
$agreed_amount = trim($row[24]);
$agreed_bp_percentage = trim($row[25]);
$agreed_tp_percentage = trim($row[26]);
$actual_bp_amount = trim($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]);
// $total = trim($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]),
@ -4161,11 +4595,9 @@
'cgst' => trim($row[20]),
'sgst' => trim($row[21]),
'stamp_duty' => trim($row[22]),
'agreed_amount' => trim($row[24]),
'agreed_bp_percentage' => trim($row[25]),
'agreed_tp_percentage' => trim($row[26]),
'actual_bp_brokerage_amount' => trim($row[31]),
'actual_tp_brokerage_amount' => trim($row[32]),
'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
]);
@ -4275,7 +4707,7 @@
'variance' => 0,
'remark' => null,
'amount' => $calculation['total_amount'] ?? $total,
'amount' => $calculation['total_amount'] ?? 0,
'stamp_duty' => $stamp_duty,
'cop_amt' => $base_premium,

10
app/Filters/Cors.php
View File

@ -107,11 +107,11 @@ class Cors implements FilterInterface
);
}
$this->log('CORS filter initialized', [
'allowed_origins' => $this->allowedOrigins,
'allow_credentials' => $this->allowCredentials,
'allowed_methods' => $this->allowedMethods,
]);
// $this->log('CORS filter initialized', [
// 'allowed_origins' => $this->allowedOrigins,
// 'allow_credentials' => $this->allowCredentials,
// 'allowed_methods' => $this->allowedMethods,
// ]);
}
/**

98
app/Helpers/excel_util_helper.php
View File

@ -945,6 +945,10 @@ if (!function_exists('calculate_premium_new')) {
// $result[] = $transformed_familiy_member_data;
}
if($fileArr['action'] == 'dependent_addition') {
$result = validatet_family_floter_rata_premium($result);
}
// dd($result);
return ($result);
//
@ -1923,6 +1927,7 @@ if (!function_exists('transform_db_data_to_excel')) {
$row['temp']['emp_status'] = $value['emp_status'];
$row['temp']['policy_status'] = $value['status'];
$row['temp']['rata_premimum'] = $value['rata_premimum'];
$row['temp']['premium'] = $value['premium'];
$row['temp']['file_id'] = $value['file_id'];
array_push($return_data, ($row));
@ -2883,66 +2888,73 @@ if (!function_exists('is_valid_or_empty_email')) {
}
if (!function_exists('validatet_family_floter_rata_premium')) {
function validatet_family_floter_rata_premium($family){
// print_rr($family); die;
function validatet_family_floter_rata_premium($family)
{
// If only two members, skip
if (count($family) === 2) {
return $family; // skip if only two members
return $family;
}
$excelCount = count(array_filter($family, fn($r) => ($r['data_from'] ?? '') === 'excel') ?? []);
$reset_family_premium = false;
// Count excel rows
$excelCount = count(array_filter($family, fn($r) =>
($r['data_from'] ?? '') === 'excel'
));
// Extract self row
$selfDataArr = array_filter($family, fn($r) =>
strtolower($r['relationship'] ?? '') === 'self'
);
$selfData = reset($selfDataArr);
$dependentRataGiven = false;
if($excelCount == 1){
/**
* ---------------------------------------------------
* 1. RESET DEPENDENT PREMIUM IF SELF HAS SAME RATA
* ---------------------------------------------------
*/
if (
!empty($selfData['temp']) &&
!empty($selfData['policy_details']) &&
($selfData['temp']['premium'] ?? 0) == ($selfData['policy_details']['premium'] ?? 0)
) {
foreach ($family as &$row) {
$selfPremium = 0;
$familyPremium = 0;
foreach ($family as $row) {
// Get self premium
if (isset($row['relationship']) && strtolower($row['relationship']) == 'self') {
$selfPremium = (float) ($row['policy_details']['rata_premimum'] ?? 0);
if (strtolower($row['relationship'] ?? '') === 'self') {
continue;
}
// Sum the dependents premium
if (isset($row['relationship']) && strtolower($row['relationship']) !== 'self')
{
$familyPremium += (float) ($row['policy_details']['rata_premimum'] ?? 0);
if (
($row['temp']['premium_type'] ?? null) == 1 &&
($row['data_from'] ?? '') === 'excel'
) {
$row['policy_details']['rata_premimum'] = 0;
$row['policy_details']['gst'] = 0;
}
}
if($selfPremium > $familyPremium || $selfPremium == $familyPremium){
$reset_family_premium = true;
}
}
/**
* ---------------------------------------------------
* 2. APPLY FINAL PREMIUM ADJUSTMENT TO DEPENDENTS
* ---------------------------------------------------
*/
foreach ($family as &$row) {
// Skip if the member is self
if (isset($row['relationship']) && strtolower($row['relationship']) == 'self') {
if (strtolower($row['relationship'] ?? '') === 'self') {
continue;
}
// For dependents
if (isset($row['temp']['premium_type']) && $row['temp']['premium_type'] == 1) {
if (($row['temp']['premium_type'] ?? null) == 1) {
if (!$dependentRataGiven && isset($row['data_from']) && $row['data_from'] === 'excel') {
// First eligible dependent keeps premium
// FIRST excel dependent keeps premium
if (!$dependentRataGiven && ($row['data_from'] ?? '') === 'excel') {
$dependentRataGiven = true;
} else if(isset($row['data_from']) && $row['data_from'] === 'excel'){
} else if (($row['data_from'] ?? '') === 'excel') {
$row['policy_details']['rata_premimum'] = 0;
$row['policy_details']['gst'] = 0;
}
if($reset_family_premium == true && isset($row['data_from']) && $row['data_from'] === 'excel'){
$row['policy_details']['rata_premimum'] = 0;
$row['policy_details']['gst'] = 0;
}
}
}
return $family;
@ -2950,6 +2962,7 @@ if (!function_exists('validatet_family_floter_rata_premium')) {
}
if (!function_exists('validate_excel_value')) {
function validate_excel_value($value, $data_type, $format = null, $allowed_values = null)
{
@ -3402,9 +3415,6 @@ if (!function_exists('calculateMotorPolicyAmounts')) {
$std_bp_per = floatval($data['standard_bp_percentage'] ?? 0);
$std_tp_per = floatval($data['standard_tp_percentage'] ?? 0);
$actual_bp_amt = floatval($data['actual_bp_brokerage_amount'] ?? 0);
$actual_tp_amt = floatval($data['actual_tp_brokerage_amount'] ?? 0);
// Determine GST %
$gst_per = ($igst > 0) ? $igst : ($cgst + $sgst);
@ -3447,20 +3457,12 @@ if (!function_exists('calculateMotorPolicyAmounts')) {
(($tp * $std_tp_per) / 100);
}
// Variance
$variance =
($actual_bp_amt + $actual_tp_amt) - $expected_amount;
// Final return array
return [
'tp_total' => round($tpTotal, 2),
'gst_per' => round($gst_per, 2),
'gst_amount' => round($gst_amount, 2),
'total_amount' => round($total_amount, 2),
'expected_amount' => round($expected_amount, 2),
'variance' => round($variance, 2),
'actual_bp_amount'=> $actual_bp_amt,
'actual_tp_amount'=> $actual_tp_amt,
];
} catch (\Throwable $e) {

57
app/Models/EmployeeRetailPolicy.php Normal file
View File

@ -0,0 +1,57 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class EmployeeRetailPolicy extends Model
{
protected $table = 'employee_retail_policies';
protected $primaryKey = 'id';
protected $allowedFields = [
'id',
'emp_id',
'insurer_id',
'policy_type_id',
'policy_no',
'policy_start_date',
'policy_end_date',
'created_by',
'updated_at',
'created_at',
'updated_by',
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
return $data;
}
}

3
app/Views/layout/header.php
View File

@ -1890,6 +1890,9 @@
<li>
<a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/inception/list2') ?>">Policy 2</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>

5
app/Views/policy_transaction_endorsement_form.php
View File

@ -1105,6 +1105,11 @@
$('#table_tr_37').show();
}
if (res.data.policy_type_id == 1 || res.data.policy_type_id == 2 || res.data.policy_type_id == 3 || res.data.policy_type_id == 4 || res.data.policy_type_id == 5 || res.data.policy_type_id == 6 || res.data.policy_type_id == 7 || res.data.client_type == 2) {
$('#table_tr_34').hide();
$('#table_tr_37').hide();
}
// if(res.data.policy_type_id == 1 || res.data.policy_type_id == 2 || res.data.policy_type_id == 3 || res.data.policy_type_id == 4 || res.data.policy_type_id == 5 || res.data.policy_type_id == 6 || res.data.policy_type_id == 7){
// $('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false);
// }else{

6
app/Views/policy_transaction_inception_form.php
View File

@ -2160,6 +2160,12 @@
$('.loader-mask').delay(350).fadeOut('slow');
}
});
if (res.data.policy_type_id == 1 || res.data.policy_type_id == 2 || res.data.policy_type_id == 3 || res.data.policy_type_id == 4 || res.data.policy_type_id == 5 || res.data.policy_type_id == 6 || res.data.policy_type_id == 7 || res.data.client_type == 2) {
$('#table_tr_34').hide();
$('#table_tr_37').hide();
}
}, 4000)
// Set additional fields

6498
app/Views/policy_transaction_inception_form_2.php Normal file
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13
app/Views/policy_transaction_inception_list.php
View File

@ -1768,4 +1768,17 @@ function removePolicyTransaction(input, pt_id, policy_type_id) {
});
}
function showForm(form) {
if (form == 1) {
$('#form1').show();
$('#form2').hide();
}
if (form == 2) {
$('#form1').hide();
$('#form2').show();
}
}
</script>

1784
app/Views/policy_transaction_inception_list_2.php Normal file
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2
app/Views/pt_form_file_upload_tab.php
View File

@ -7,7 +7,7 @@
<button class="scroll-btn left-btn" type="button">&#9664;</button>
</li>
<li class="nav-item">
<a href="#form" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active" id="general_tab">
<a href="#form" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active-tab active" id="general_tab">
<span class="mr-1"><i class="mdi mdi-contacts"></i></span>
<span class="d-none d-sm-inline-block">Policy</span>
</a>

90
app/Views/pt_form_file_upload_tab_2.php Normal file
View File

@ -0,0 +1,90 @@
<div class="row" id="pt_onboarding" style="position: relative; bottom: 25px; display:none;">
<div class="col-xl-12">
<div class="card-body">
<div class="tab-wrapper position-relative">
<ul class="nav nav-pills navtab-bg" id="myTab">
<li class="nav-item d-flex justify-content-center align-items-center">
<button class="scroll-btn left-btn" type="button">&#9664;</button>
</li>
<li class="nav-item">
<a href="#form" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active-tab active" id="general_tab">
<span class="mr-1"><i class="mdi mdi-contacts"></i></span>
<span class="d-none d-sm-inline-block">Policy</span>
</a>
</li>
<li class="nav-item">
<a href="#KYC-DOC-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab2">
<span class="mr-1"><i class="mdi mdi-file"></i></span>
<span class="d-none d-sm-inline-block">KYC Docs</span>
</a>
</li>
<li class="nav-item" id="hide_file_upload" style="display: none;">
<a href="#fileupload" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
<span class="mr-1"><i class="mdi mdi-file"></i></span>
<span class="d-none d-sm-inline-block">File Upload</span>
</a>
</li>
<li class="nav-item" id="hide_vehicle_tab" style="display: none;">
<a href="#vehicle-docs-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="vehicle_tab">
<span class="mr-1"><i class="mdi mdi-file"></i></span>
<span class="d-none d-sm-inline-block">Vehicle Docs</span>
</a>
</li>
<li class="nav-item d-flex justify-content-center align-items-center">
<!-- Right Arrow -->
<button class="scroll-btn right-btn" type="button">&#9654;</button>
</li>
</ul>
</div>
<div class="tab-content">
<?php include('policy_transaction_inception_form_2.php'); ?>
<?php include('drive_file_upload.php'); ?>
<?php include('client_kyc.php'); ?>
<?php include('vehicle_docs.php'); ?>
</div>
</div>
</div>
</div>
<script>
$(document).ready(function() {
$('#kyc_tab').on('click', function(e) {
var ptId = $('#policy_tranction_primarykey').val();
if (!ptId) { // Check if ptId is empty or null
e.preventDefault(); // Prevent the tab from opening
$('#g_drive_file_upload_sbt_btn').hide()
toastr.warning('Please create Policy before proceeding to File Upload.');
} else {
$('#g_drive_file_upload_sbt_btn').show()
}
});
$('#kyc_tab2').on('click', function(e) {
var ptId = $('#policy_tranction_primarykey').val();
if (!ptId) { // Check if ptId is empty or null
e.preventDefault(); // Prevent the tab from opening
$('#btn_other_docs').hide()
toastr.warning('Please create Policy before proceeding to File Upload.');
} else {
$('#btn_other_docs').show()
}
});
$('#vehicle_tab').on('click', function(e) {
var ptId = $('#policy_tranction_primarykey').val();
if (!ptId) { // Check if ptId is empty or null
e.preventDefault(); // Prevent the tab from opening
$('#vehicle_file_upload_sbt_btn').hide()
toastr.warning('Please create Policy before proceeding to File Upload.');
} else {
$('#vehicle_file_upload_sbt_btn').show()
}
});
});
</script>

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public/sample_excel/sample_bds_bulk_upload_excel.xlsx
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