MERGE_TEST_BDS_ROLE

app/Controllers/ClientController.php

@@ -594,7 +594,7 @@ class ClientController extends AdminController
         $data['insurer']       = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
         $data['tpa']           = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
         $data['state']         = $this->stateModel->getAllStates();
-        $data['RM']            = $this->userModel->findAll();
+        $data['RM']            = $this->userModel->where('is_active', 1)->findAll();
         $data['policyGridData'] = $this->policyGridModel->findAll();
         $data['policy_types'] = $this->policyTypeModel->findAll();
         $data['policy_type'] = ['1' => 'Base Policy', '2' => 'SI Topup', '3' => 'Dependent Addon'];
@@ -717,7 +717,7 @@ class ClientController extends AdminController
         $this->myLogger->logme('error', 'Edit Client Onboarding function called');
         $headerData['page_name'] = 'Edit Client Onboarding';
 
-        $editData['RM']             = $this->userModel->findAll();
+        $editData['RM']                 = $this->userModel->where('is_active', 1)->findAll();
         $editData['tpa']            = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
         $editData['state']          = $this->stateModel->getAllStates();
         $editData['police']         = $this->policesModel->findAll();

app/Controllers/EmployeeRestController.php

@@ -2532,10 +2532,6 @@ class EmployeeRestController extends AdminController
             $result = [];
             foreach ($ClientPolicyData as $key => $ClientPolicyValue) {
 
-
-
-               
-
                 if($ClientPolicyValue['policy_type_id'] == 1)
                 { 
                     $policyGroup = 'gpa';
@@ -2555,11 +2551,7 @@ class EmployeeRestController extends AdminController
                 }
 
                 $terms = json_decode($ClientPolicyValue['policy_terms'] , true);
-                $data['policy_terms'] = isset($terms['enrollment_display_key']) 
+                $data['policy_terms'] = isset($terms['enrollment_display_key']) && !empty($terms['enrollment_display_key']) ? $terms['enrollment_display_key'] : $this->policyTermsFiter($terms, $policyGroup);
-                && !empty($terms['enrollment_display_key']) 
-                ? $terms['enrollment_display_key'] 
-                : $this->policyTermsFiter($terms, $policyGroup);
-                $terms = json_decode($ClientPolicyValue['policy_terms']);
                 
 
                 $data['client_id'] = $ClientPolicyValue['client_id'];

app/Controllers/LeadsController.php

@@ -628,12 +628,16 @@ class LeadsController extends BaseController
 
     public function createRFQ()
     {
-
-        // print_r($this->request->getPost('json')); die();
-
         $data = $this->request->getPost();
-        $lead_id = $data['lead_id'];
+        $lead_id = $data['lead_id'] ?? null;
+
+        if (!$lead_id) {
+            return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
+        }
+
         $data['type'] = 1;
+
+        // Deactivate existing RFQs for this lead and type
         $this->RFQModel
             ->where('lead_id', $lead_id)
             ->where('type', 1)
@@ -641,41 +645,40 @@ class LeadsController extends BaseController
             ->set('is_active', 0)
             ->update();
 
-        $registrationJson = $data['registration_json'] ?? null; // Use null coalescing operator for safety
+        // Handle registration_json
+        if (empty($data['registration_json'])) {
+            // Fetch the latest registration_json if not provided
+            $latest = $this->RFQModel
+                ->select('registration_json')
+                ->where('lead_id', $lead_id)
+                ->orderBy('id', 'DESC')
+                ->first();
 
-        if ($registrationJson) {
+            if (!empty($latest['registration_json'])) {
-            // If registration_json is provided, insert the data directly
+                $data['registration_json'] = $latest['registration_json'];
-            $result = $this->RFQModel->insert($data);
-        } else {
-            // If registration_json is not provided, fetch the latest registration_json from the database
-            $this->RFQModel->select('registration_json')
-                ->where("lead_id", $lead_id)
-                ->order_by('id', 'DESC') // Assuming 'id' is an auto-increment field
-                ->limit(1);
-
-            $query = $this->RFQModel->get();
-            $latestRegistrationJson = $query->row()->registration_json ?? null;
-
-            if ($latestRegistrationJson) {
-                // If a valid registration_json is found, update the data and insert
-                $data['registration_json'] = $latestRegistrationJson;
-                $result = $this->RFQModel->insert($data);
-            } else {
-                // If no registration_json is found, insert the data as-is
-                $result = $this->RFQModel->insert($data);
             }
         }
 
-        if ($result) {
+        // Insert new RFQ
+        $insertId = $this->RFQModel->insert($data);
 
-            $message = "RFQ submitted successfully";
+        if ($insertId) {
-            if ($data['submit_type'] == 'QCR') {
+            $message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR submitted successfully' : 'RFQ submitted successfully';
-                $message = "QCR submitted successfully";
+            return $this->respond([
-            }
+                'status' => true,
-            return $this->respond(['status' => true, 'id' => $result, 'message' => $message, 'data' => $data], 200);
+                'id' => $insertId,
+                'message' => $message,
+                'data' => $data
+            ], 200);
         }
 
-        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create RFQ", 'data' => $data], 200);
+        $message = ($data['submit_type'] ?? '') == 'QCR' ? 'Failed to create QCR' : 'Failed to create RFQ';
+        return $this->respond([
+            'status' => false,
+            'id' => null,
+            'message' => $message,
+            'data' => $data
+        ], 200);
     }
 
     public function createQCR()
@@ -2575,15 +2578,19 @@ class LeadsController extends BaseController
 
     public function constructNonEbExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
     {
-
         $rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
-
         $lead_data = json_decode($rfq_data['custom_fields'], true) ?? [];
         if (!is_array($lead_data)) {
             $lead_data = [];
         }
         $lead_data = array_merge(['Insured' => $rfq_data['client_name']], $lead_data);
 
+        $policy_registration_data = [];
+        if(isset($rfq_data['registration_json']) && !empty($rfq_data['registration_json'])){
+            $policy_registration_data = json_decode($rfq_data['registration_json'], true);
+        }
+        // dd($policy_registration_data);
+
         // if(!empty($rfq_data['fin_years_claims'])){
         //     $claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
         //     if(!empty($claim_details['finyear'])){

app/Controllers/RestAuthenticationController.php

@@ -118,7 +118,7 @@ class RestAuthenticationController extends AdminController
                 ->where('employees.emp_status !=', 'truncated')
                 ->where('employees.email_corporate', $email)
                 ->where('EP.is_active', 1)
-                ->whereIn('EP.status', ['draft', 'enrolled'])
+                ->whereIn('EP.status', ['active'])
                 ->first();
 
             if (isset($employeeData['employee_id'])) {

app/Models/RFQModel.php

@@ -68,6 +68,7 @@ class RFQModel extends Model
                     tpa_branch.branch_name as tpa_branch_name,
                     policy_type.policy_type,
                     rfq.json,
+                    rfq.registration_json
             ')
             ->join('leads', 'rfq.lead_id = leads.id')
             ->join('policy_type', 'leads.policy_type_id = policy_type.id')

app/Views/layout/header.php

@@ -563,7 +563,7 @@
                     <?php } ?>
 
                     <!-- Enrollment process -->
-                    <?php if (in_array(get_role_id(), [1,2,3,5])) { ?>
+                    <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(ENROLLMENT_TEAM_ID, user_team())) { ?>
                         <li>
                             <a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
                                 <i class="fas fa-user-tie"></i>
@@ -674,7 +674,7 @@
                     <?php } ?>
 
                     <!-- leads -->
-                    <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
+                    <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team()) || in_array(SALES_TEAM_ID, user_team())) { ?>
                         <li>
                             <a href="<?= base_url('/leads/list') ?>">
                                 <i class="mdi mdi-chart-bar"></i>

app/Views/view_rfq.php

@@ -225,7 +225,9 @@
 
                 <button id="addQuote" class="btn btn-custom">Add New Proposal</button>
                 <button id="submitData" class="btn btn-primary">Save RFQ</button>
-                <button id="submitQCRData" onclick="checkTheTableDataChanged(5)" class="btn btn-primary">Procced to QCR</button>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
+                <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
+                    <button id="submitQCRData" onclick="checkTheTableDataChanged(5)" class="btn btn-primary">Procced to QCR</button>
+                <?php } ?>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
                 <a id="submitExcel" onclick="checkTheTableDataChanged(2)" class="btn btn-primary" id>Export Excel</a>
                 <button id="submitInternalMail" class="btn btn-primary" onclick="checkTheTableDataChanged(4)">Send Internal Mail</button>
                 <button id="submitMail" class="btn btn-primary" onclick="checkTheTableDataChanged(3)">Send Insurer Mail</button>

app/Views/view_rfq_non_eb.php

@@ -182,7 +182,9 @@
             <div class="row" style="margin-bottom: 1rem;margin-left: 0px;">
                 <button class="btn btn-custom rfqbtn" id="addProposal" style="margin-right: 10px;">Add New Proposal</button>
                 <button id="saveRFQ" onclick="saveRFQ()" class="btn btn-primary" style="margin-right: 10px;">Save RFQ</button>
+                <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
                     <button id="openQCR" onclick="openQCR()" class="btn btn-primary rfqbtn actionBtns" style="margin-right: 20px;">Proceed to QCR</button>
+                <?php } ?>
                 <a id="submitExcel" onclick="checkTheTableDataChanged(2)" class="btn btn-primary actionBtns" style="margin-right: 10px;">Export Excel</a>
                 <button id="submitInternalMail" class="btn btn-primary actionBtns" style="margin-right: 10px;" onclick="checkTheTableDataChanged(4)">Send Internal Mail</button>
                 <button id="submitMail" class="btn btn-primary actionBtns" style="margin-right: 10px;" onclick="checkTheTableDataChanged(3)">Send Insurer Mail</button>
@@ -1987,10 +1989,13 @@
 
     function saveRFQTODB(tableJSON, policyJson) {
 
+        let submit_type = "RFQ"
+        if(rfq_or_qcr == 2){submit_type = 'QCR'} 
+
         var formData = {
             lead_id: $("#lead_id").val(),
             json: JSON.stringify(tableJSON),
-            submit_type: "RFQ",
+            submit_type: submit_type,
             registration_json: policyJson
         }
 
@@ -3207,7 +3212,11 @@
 
         } else if (redirect_type == 2) {
             //EXCEL EXPORT
-            let url = $('#submitExcel').data('url');
+            // let url = $('#submitExcel').data('url');
+            
+            let lead_id = $('#lead_id').val();
+            let url = '<?= base_url('leads/exportQCRandRFQ/') ?>' + lead_id + '/' + rfq_or_qcr + '/' + 2
+
             window.location.href = url;
 
         } else if (redirect_type == 3) {