diff --git a/app/Config/Routes.php b/app/Config/Routes.php
index 31453be4..8ff3f4ac 100755
--- a/app/Config/Routes.php
+++ b/app/Config/Routes.php
@@ -48,6 +48,7 @@ $routes->get("frontend_content", "AppContentManagementController::frontend_conte
$routes->get('/test', 'Home::index');
$routes->get('/check_gemini', 'Home::check_Gemini');
$routes->get('/check_gemini2', 'Home::check_gemini_2');
+$routes->get('/checkPolicyDoc', 'Home::checkPolicyDoc');
$routes->get('/login', 'LoginController::index'); ///auth/google
$routes->get('/loginPos', 'LoginController::loginPos'); //login POS team
$routes->post('/getVerifyPosMobileNo', 'LoginController::getVerifyPosMobileNo'); //Verify POS team mobile no
@@ -395,6 +396,10 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
$routes->get('getMemberDataExcelFileErrors', 'LeadsController::getMemberDataExcelFileErrors');
$routes->post('savePlacementDataAndValidateMemberDataFile', 'LeadsController::savePlacementDataAndValidateMemberDataFile');
$routes->get('checkMemberDataFileValidationStatus', 'LeadsController::checkMemberDataFileValidationStatus');
+ $routes->match(['get', 'post', 'delete'], 'nhanceBranchMaster', 'MasterController::nhanceBranchMaster');
+ $routes->match(['get', 'post', 'delete'], 'vehicleTypeMaster', 'MasterController::vehicleTypeMaster');
+ $routes->match(['get', 'post', 'delete'], 'rtoMaster', 'MasterController::rtoMaster');
+ $routes->get('checkDuplicateCdAccount', 'MasterController::checkDuplicateCdAccount');
});
$routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
@@ -422,6 +427,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("report", ["filter" => "authMVC"], function ($routes) {
$routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
+ $routes->match(['get', 'post'],"listNew", "PolicyTransactionController::reportBDSNew");
$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
$routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
@@ -711,6 +717,7 @@ $routes->group('test', function($routes) {
$routes->get('mapping_client_id_and_branch_id','TestingController::mapping_client_id_and_branch_id');
$routes->get('membervalidation', 'TestingController::membervalidation');
$routes->get('generateExcel', 'TestingController::generateExcel');
+ $routes->get('logo_renaming','TestingController::logo_renaming');
});
$routes->cli('cli/testcli', 'TestingController::testcli');
diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php
index ee7ae376..e09c74ec 100755
--- a/app/Controllers/ClientController.php
+++ b/app/Controllers/ClientController.php
@@ -518,8 +518,8 @@ class ClientController extends AdminController
public function updateEmpAndPolicyStatus()
{
-
$return = $this->clientPolicyModel->updateStatus();
+ return $return;
$this->myLogger->logme('error', 'Client Policy Status Update Count: {data}', ['data' => $return['client']]);
$this->myLogger->logme('error', 'Employee Policy Status Update Count: {data}', ['data' => $return['emp']]);
}
@@ -1613,7 +1613,7 @@ class ClientController extends AdminController
if ($update) {
- $policy_transaction_update = $this->deactivatePolicyTransactionsPolicy($id);
+ // $policy_transaction_update = $this->deactivatePolicyTransactionsPolicy($id);
return $this->respond(['status' => true, 'code' => 200], 200);
} else {
@@ -4669,7 +4669,7 @@ class ClientController extends AdminController
// Additional logic for non-individual clients (client_type != 2)
$branch_insert = null;
if ($client_type != 2) {
- $unit[] = $postData['short_name'] . '-' . $postData['branch_code'] ?? 001;
+ $unit[] = $postData['short_name'] . '-' . ($postData['branch_code'] ?? 001);
$branch_data = [
'client_id' => $client_insert,
'branch_name' => $postData['branch_name'],
@@ -4816,6 +4816,7 @@ class ClientController extends AdminController
'vehicle_no' => $data['vehicle_no'],
'type' => $data['type'],
'rc' => $data['rc'],
+ 'rto_id' => $data['rto_id'],
'branch_id' => $branch_insert,
'owner' => $client_insert,
];
@@ -4861,6 +4862,7 @@ class ClientController extends AdminController
'vehicle_no' => $data['vehicle_no'],
'type' => $data['type'],
'rc' => $data['rc'],
+ 'rto_id' => $data['rto_id'],
'branch_id' => $data['branch_id'] ?? null,
'owner' => $data['owner'],
];
@@ -5064,10 +5066,12 @@ class ClientController extends AdminController
->where('policy_no', $policy_no)
->countAllResults();
+ $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('policy_status', 1)->where('policy_no', trim($policy_no))->first();
+
if ($data > 0) {
- return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data], 200);
+ return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200);
} else {
- return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200);
+ return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200);
}
}
@@ -7305,7 +7309,9 @@ class ClientController extends AdminController
$pre_hr_id = $db2->table('client_branch cb')
->select('lc.id')
->join('level_contacts lc','lc.ref_id = cb.id')
- ->where('cb.id',$pre_branch_id)->where('cb.is_Active',1)->where('lc.is_Active',1)->get()->getResultArray()[0]['id']??"";
+ ->where('lc.contact_type', 'client')
+ ->where('cb.id',$pre_branch_id)->where('cb.is_Active',1)
+ ->where('lc.is_Active',1)->get()->getResultArray()[0]['id']??"";
return $pre_hr_id;
}
diff --git a/app/Controllers/DashboardController.php b/app/Controllers/DashboardController.php
index 73c2e31a..369f9444 100755
--- a/app/Controllers/DashboardController.php
+++ b/app/Controllers/DashboardController.php
@@ -225,20 +225,23 @@ class DashboardController extends AdminController
$pendingActionsController = new PendingActionsController;
$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
- $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
- $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
- $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
- $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
+ //BDS dashboard data
+ // $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
+ // $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
+ // $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
+ // $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
+ $businessTeamData = [];
+ $financeTeamData = [];
+ $businessTeamStatusData = [];
+ $financeTeamStatusData = [];
$data['client_branch_emp_list'] = $results;
$session = \Config\Services::session();
$session->set('enrollment_data', json_encode($data));
- // echo "";
$data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0;
- // dd($businessTeamData);
$data['financeTeamCount'] = count($financeTeamData) ?? 0;
$data['businessTeamStatusData'] = $businessTeamStatusData;
$data['financeTeamStatusData'] = $financeTeamStatusData;
diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php
index a4666518..00d81e59 100755
--- a/app/Controllers/EmployeeController.php
+++ b/app/Controllers/EmployeeController.php
@@ -35,7 +35,7 @@ use App\Controllers\JobWorker;
use App\Controllers\Jobs\SubJob;
use App\Controllers\EmployeeServiceController;
use App\Controllers\EmpDataServiceController;
-
+use App\Models\ThzMasterModel;
use CodeIgniter\API\ResponseTrait;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
@@ -1193,7 +1193,7 @@ class EmployeeController extends AdminController
// --------------- For E-Card Download -----------------------------------------------------------------------------------------------------
- //E-CARD DOWNLOAD FUNCTION USING HTML PRINT
+ //E-CARD DOWNLOAD FUNCTION USING HTML PRINT ( Not in use ) do not delete
public function generateIDCardForEmployeeUsingHtml($rand_string, $people = 0)
{
// dd($rand_string, $people);
@@ -1418,7 +1418,7 @@ class EmployeeController extends AdminController
echo $htmlContent;
}
- //E-CARD DOWNLOAD FUNCTION USING DOM PDF ( CURRENTLY USING THIS )
+ //E-CARD DOWNLOAD FUNCTION USING DOM PDF ( CURRENTLY USING THIS ) Dompdf
public function generateIDCardForEmployee($rand_string, $people = 0, $mode = 0)
{
// dd($rand_string, $people);
@@ -1470,7 +1470,8 @@ class EmployeeController extends AdminController
// Step 3: Prepare template path
$template_data_path = WRITEPATH . 'e_card_template/';
// $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html';
- $tpa_short_name = 'common.html';
+ // $tpa_short_name = 'common.html';
+ $tpa_short_name = 'new_ecard.html';
$final_path = $template_data_path . $tpa_short_name;
$this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path);
@@ -1494,6 +1495,7 @@ class EmployeeController extends AdminController
$value['back_card'] = "Nhance_Ecard_working_1_Back.png";
$placeholders = [
+
'{CLIENT_NAME}' => $value['client_name'],
'{TPA_ID}' => $value['tpa_id'],
'{NAME}' => $value['name'],
@@ -1505,9 +1507,6 @@ class EmployeeController extends AdminController
'{POLICY_START_DATE}' => date('d-M-Y', strtotime($value['policy_start_date'])),
'{POLICY_NO}' => $value['policy_no'],
'{INSURER_NAME}' => strtoupper($value['insurer_name']),
- '{INSURER_LOGO}' => base_url() . 'public/uploads/logo/' . $value['insurer_logo'],
- '{FRONT_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['front_card'],
- '{BACK_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['back_card'],
'{EMP_ID}' => $value['emp_code'],
'{SI_AMT}' => $value['basic_cover_si'],
'{CORPORATE_NAME}' => $value['client_name'],
@@ -1515,18 +1514,38 @@ class EmployeeController extends AdminController
'{TPA_NAME}' => $value['tpa_name'],
'{INSURER_BRANCH}' => $value['insurer_branch_city'],
'{RELATION}' => $value['relationship'],
- '{TPA_LOGO}' => base_url() . 'public/uploads/logo/' . $value['tpa_logo'],
- '{MEDI_USER}' => base_url() . 'public/e_card_imgs/medi_uesr.jpg',
- '{MEDI_INSURER}' => base_url() . 'public/e_card_imgs/Magma.png',
- '{MEDI_BARCODE}' => base_url() . 'public/e_card_imgs/borcode.jpeg',
- '{QR_ANDROID}' => base_url() . 'public/e_card_imgs/android.png',
- '{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png',
- '{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png',
- '{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png',
+
+ '{TPA_LOGO}' => getFileIfExists('uploads/logo/' . $value['tpa_logo']),
+ '{MEDI_USER}' => getFileIfExists('e_card_imgs/medi_uesr.jpg'),
+ '{MEDI_INSURER}' => getFileIfExists('e_card_imgs/Magma.png'),
+ '{MEDI_BARCODE}' => getFileIfExists('e_card_imgs/borcode.jpeg'),
+ '{QR_ANDROID}' => getFileIfExists('e_card_imgs/android.png'),
+ '{QR_IOS}' => getFileIfExists('e_card_imgs/ios.png'),
+ '{QR_ANDROID_2}' => getFileIfExists('e_card_imgs/play_store.png'),
+ '{QR_IOS_2}' => getFileIfExists('e_card_imgs/appstore.png'),
+ '{NHANCE_N_LOGO}' => getFileIfExists('assets/images/Nhance_Favi.png'),
+ '{INSURER_LOGO}' => getFileIfExists('uploads/logo/' . $value['insurer_logo']),
+ '{FRONT_CARD}' => getFileIfExists('uploads/template_bg/' . $value['front_card']),
+ '{BACK_CARD}' => getFileIfExists('uploads/template_bg/' . $value['back_card']),
+
+ // '{TPA_LOGO}' => base_url() . 'public/uploads/logo/' . $value['tpa_logo'],
+ // '{MEDI_USER}' => base_url() . 'public/e_card_imgs/medi_uesr.jpg',
+ // '{MEDI_INSURER}' => base_url() . 'public/e_card_imgs/Magma.png',
+ // '{MEDI_BARCODE}' => base_url() . 'public/e_card_imgs/borcode.jpeg',
+ // '{QR_ANDROID}' => base_url() . 'public/e_card_imgs/android.png',
+ // '{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png',
+ // '{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png',
+ // '{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png',
+ // '{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png',
+ // '{INSURER_LOGO}' => base_url() . 'public/uploads/logo/' . $value['insurer_logo'],
+ // '{FRONT_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['front_card'],
+ // '{BACK_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['back_card'],
+
];
$placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id);
-
+ $placeholders['{NETWORK_HOSPITAL}'] = $this->generateNetworkHospitalsForEcard($value['network_hospitals']);
+
foreach ($placeholders as $placeholder => $replaceValue) {
$htmlContent = str_replace($placeholder, $replaceValue, $htmlContent);
}
@@ -1534,13 +1553,23 @@ class EmployeeController extends AdminController
$html .= $htmlContent;
}
+ // return $html;
// DomPdf
$options = new Options();
$options->set('isRemoteEnabled', true);
$options->set('isHtml5ParserEnabled', true);
$dompdf = new Dompdf($options);
- $dompdf->loadHtml('' . $html); // remove the margin
+ // $dompdf->loadHtml('' . $html); // remove the margin
+ $dompdf->loadHtml('
+
+ ' . $html
+ );
+
$dompdf->setPaper('A4', 'portrait');
$dompdf->render();
@@ -2939,20 +2968,43 @@ class EmployeeController extends AdminController
// Generate the HTML content
$html = '';
-
+
+ $level_index = 1;
foreach ($levels as $level => $contacts) {
$displayLevel = $level == 3 ? 1 : 2; // Switch levels for display
- $html .= '
Level ' . $displayLevel . '
';
+ if($level_index == 1){
+ $html .= 'Level ' . $displayLevel . '
';
+ }else{
+ $html .= '
Level ' . $displayLevel . '
';
+ }
foreach ($contacts as $index => $contact) {
$html .= ($index + 1) . '. ' . $contact['first_name'] . ' / ' . $contact['mobile'] . ' / ' . $contact['email'] . '
';
}
+ $level_index++;
}
- $html .= '
';
+ $html .= '
';
return $html;
}
+ public function generateNetworkHospitalsForEcard($network_hospitals)
+ {
+ $html = "";
+ if (!empty($network_hospitals)) {
+ $html = '';
+ }
+
+ // For debugging
+ // print_r($html); die;
+
+ return $html;
+ }
+
+
public function getBatchFileData()
{
$file_id = $this->request->getGet('file_id');
@@ -3065,7 +3117,8 @@ class EmployeeController extends AdminController
} else {
$text = "create";
$data['created_by'] = get_session_userid();
- $this->thzMasterModel->insert($data);
+ $thzMasterModel = new ThzMasterModel();
+ $thzMasterModel->insert($data);
$insertID = $this->partnerEndorsementRequestModel->insertID();
$result = true;
}
diff --git a/app/Controllers/Home.php b/app/Controllers/Home.php
index 68eb0402..84d0d8c9 100755
--- a/app/Controllers/Home.php
+++ b/app/Controllers/Home.php
@@ -60,6 +60,8 @@ class Home extends PublicController
//print_rr($data);
}
+
+ //for insurer statement upload
public function check_gemini_2()
{
@@ -158,6 +160,143 @@ class Home extends PublicController
+ // The final JSON payload
+ $data = [
+ "contents" => [
+ $content_parts
+ ]
+ ];
+
+ // Encode the data to a JSON string
+ $json_data = json_encode($data);
+
+ // Initialize cURL
+ $ch = curl_init($url);
+
+ // Set cURL options
+ curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json')); // Set the Content-Type header
+ curl_setopt($ch, CURLOPT_POSTFIELDS, $json_data); // Set the JSON payload
+ curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); // Return the response as a string
+ curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false); // Optional: to bypass SSL verification if needed (not recommended for production)
+
+ // Execute the cURL request and get the response
+ $response = curl_exec($ch);
+
+ // Check for cURL errors
+ if (curl_errno($ch)) {
+ echo 'cURL Error: ' . curl_error($ch);
+ }
+
+ // Close the cURL handle
+ curl_close($ch);
+
+ // Decode the JSON response
+ $responseData = json_decode($response, true);
+ echo '';
+ print_r($responseData);
+ echo '';
+ // Check if the response contains generated text
+ if (isset($responseData['candidates'][0]['content']['parts'][0]['text'])) {
+ $generatedText = $responseData['candidates'][0]['content']['parts'][0]['text'];
+ echo "Generated Text: " . $generatedText;
+ } else {
+ echo "Error or no text generated. Response: " . $response;
+ }
+
+ }
+
+
+ //for insurer policy doc upload
+ public function checkPolicyDoc()
+ {
+
+ // $this->convertToPdf();die();
+ // Replace with your actual Gemini API key
+ $apiKey = 'AIzaSyBbx-uotRBqkYhqLpmD60420E_a0G0duP8';
+
+ // The model to use and the API endpoint
+ $model = "gemini-pro";
+ $model = "gemini-2.5-flash";
+ // $model = "gemini-1.5-pro";
+ // $model = "gemini-1.5-pro";
+ $url = "https://generativelanguage.googleapis.com/v1beta/models/{$model}:generateContent?key={$apiKey}";
+
+ $filePath = 'C:\Users\Venba\AppData\Local\Programs\Python\pyenv\pdfreader\bike-0904023124P114268957.pdf';
+ $filePath = 'C:\Users\Venba\AppData\Local\Programs\Python\pyenv\pdfreader\car-insurance-0904023124P114213011.pdf';
+
+ // Check if the file exists
+ if (!file_exists($filePath)) {
+ die("Error: File not found at {$filePath}");
+ }
+
+ // Get the file's MIME type using the finfo extension
+ $finfo = finfo_open(FILEINFO_MIME_TYPE);
+ $mimeType = finfo_file($finfo, $filePath);
+ finfo_close($finfo);
+ // print_r($mimeType);die();
+ // Define supported inline MIME types
+ $supportedInlineMimeTypes = ['application/pdf','text/csv'];
+
+ // Read the file content and encode it to Base64
+ $fileContent = file_get_contents($filePath);
+ $base64Content = base64_encode($fileContent);
+ // The prompt you want to send to the model
+ // $prompt = "give me a json with emp data like name,age,dob,mobile and email. only json not any explanations";
+ $prompt = "Read the following motor policy pdf document and convert into JSON format as sample specified. Give me only JSON,not any explanations.";
+ $prompt .= '"{\"policy\":{\"policy_number\":\"\",\"issue_date\":\"\",\"period\":{\"start\":\"\",\"end\":\"\"},\"insurer\":\"\",\"previous_policy_number\":\"\"},\"insured\":{\"name\":\"\",\"father_name\":\"\",\"address\":[\"\"],\"mobile\":\"\",\"id_proofs\":{\"aadhaar\":\"\",\"pan\":\"\"}},\"vehicle\":{\"reg_no\":\"\",\"engine_no\":\"\",\"chassis_no\":\"\",\"make\":\"\",\"model\":\"\",\"year\":\"\",\"cubic_capacity\":\"\",\"vehicle_type\":\"\"},\"rto\":\"\",\"premium\":{\"tp\":0,\"od\":0,\"pa_od\":0,\"taxes\":{},\"total\":0,\"in_words\":\"\"},\"endorsements\":[{\"code\":\"\",\"desc\":\"\"}]}"';
+
+ $payloadPart = null;
+
+ // The text part of the prompt
+ $text_part = [
+ "text" => $prompt
+ ];
+ // Conditionally handle the file upload based on MIME type
+ if (in_array($mimeType, $supportedInlineMimeTypes)) {
+ echo "Detected supported format inline MIME type ({$mimeType})";
+ // Handle PDF as inline data
+ $fileContent = file_get_contents($filePath);
+ $base64Content = base64_encode($fileContent);
+ $payloadPart = [
+ "inlineData" => [
+ "mimeType" => $mimeType,
+ "data" => $base64Content
+ ]
+ ];
+
+ $content_parts = [
+ "parts" => [
+ $text_part,
+ $payloadPart
+ ]
+ ];
+ } else {
+ // Handle Excel/CSV using the Files API
+ echo "Detected unsupported inline MIME type ({$mimeType}). Uploading via Files API...\n";
+ $fileInfo = $this->uploadFileToGemini($filePath, $apiKey); // Pass apiKey
+
+ print_r($fileInfo);
+ // The file part, using the URI from the Files API upload
+ $file_part = [
+ "fileData" => [
+ "fileUri" => $fileInfo['uri'],
+ "mimeType" => $fileInfo['mimeType']
+ ]
+ ];
+
+ // The full content array, containing both parts
+ $content_parts = [
+ "parts" => [
+ $text_part,
+ $file_part
+ ]
+ ];
+ }
+
+
+
+
+
// The final JSON payload
$data = [
"contents" => [
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 59608e7e..6aeb4b73 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -1024,14 +1024,7 @@ class LeadsController extends BaseController
// 3. Optimize lead data query with specific field selection
$lead_data = $this->leadsModel
->select('
- leads.id,
- leads.policy_type_id,
- leads.lead_type,
- leads.source_policy_id,
- leads.policy_end_date,
- leads.lead_form_type,
- leads.created_by,
- leads.client_name,
+ leads.*,
lead_files.status as demography_file_status,
policy_type.question_json,
policy_type.policy_type,
@@ -1776,6 +1769,24 @@ class LeadsController extends BaseController
// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
// print_r($propsal_and_insurer); die;
+ // print_r($is_placement); die;
+
+ $data = json_decode($rfq_data['json'], true);
+ $sheetName = 'Worksheet';
+ if ($type == 2) {
+ $sheetName = 'QCR';
+ // $propsal_and_insurer = "Proposal 1-ICICIPRU-ICICI001";
+ $data = $this->convertJsonForQCR($data, $type);
+ if ($propsal_and_insurer !== null) {
+ list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
+ $data = $this->transformProposelData($data, $proposal_key, $insurer_key);
+ $is_placement = true;
+ $sheetName = 'Placement';
+ }
+ } else if ($type == 1) {
+ $sheetName = 'RFQ';
+ $data = $this->convertJsonForQCR($data, $type);
+ } // dd($data);
if ($rfq_data['lead_type'] == 1) {
@@ -1808,36 +1819,71 @@ class LeadsController extends BaseController
} else {
if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
- $lead_data = [
+ if($is_placement == true){
+ $lead_data = [
- 'Insured' => $rfq_data['client_name'],
- 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
+ 'Insured' => $rfq_data['client_name'],
+ 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
- // 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
- // 'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
- // 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
+ // 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
+ // 'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
+ // 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
- // 'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
- // 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
- // 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
+ // 'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
+ // 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
+ // 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
- 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
- 'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
- 'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
+ 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
+ 'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
+ 'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
- 'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
- 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
- 'TPA' => $rfq_data['tpa_name'] ?? " - ",
+ 'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
+ 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
+ 'TPA' => $rfq_data['tpa_name'] ?? " - ",
- // 'Policy Run Days' => $rfq_data['policy_run_days'],
- // 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
- // 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
- // 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
- // 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
- // 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
- // 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
- // 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
- ];
+ // 'Policy Run Days' => $rfq_data['policy_run_days'],
+ // 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
+ // 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
+ // 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
+ // 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
+ // 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
+ // 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
+ // 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
+ ];
+ }else{
+ $lead_data = [
+ 'Insured' => $rfq_data['client_name'],
+ 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
+
+ 'No of Employees at Inception' => $is_placement ? '-' : $rfq_data['incept_emp_count'],
+ 'No of Dependents at Inception' => $is_placement ? '-' : $rfq_data['incept_dept_count'],
+ 'Total Lives at Inception ' => $is_placement ? '-' : $rfq_data['incept_no_of_lives'],
+
+ 'No of Employees at Expiry' => $is_placement ? '-' : $rfq_data['exp_emp_count'],
+ 'No of Dependents at Expiry' => $is_placement ? '-' : $rfq_data['exp_dept_count'],
+ 'Total Lives at Expiry ' => $is_placement ? '-' : $rfq_data['exp_no_of_lives'],
+
+ 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
+ 'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
+ 'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
+
+ 'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date'])
+ ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date']))
+ : "To be decided",
+
+ 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
+ 'TPA' => $rfq_data['tpa_name'] ?? " - ",
+
+ 'Policy Run Days' => $is_placement ? '-' : $rfq_data['policy_run_days'],
+ 'Inception Premium' => $is_placement ? '-' : formatIndianCurrency($rfq_data['premium_at_inception']),
+ 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => $is_placement ? '-' : formatIndianCurrency($rfq_data['premium_date']),
+ 'Earned Premium' => $is_placement ? '-' : formatIndianCurrency(intval($rfq_data['earned_premium'])),
+ 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => $is_placement ? '-' : formatIndianCurrency($rfq_data['incurred_claims']),
+ 'Annualised Claims' => $is_placement ? '-' : formatIndianCurrency(intval($rfq_data['annualised_claims'])),
+ 'Incurred Claims Ratio' => $is_placement ? '-' : $rfq_data['incurred_claims_ratio'] . " %",
+ 'Earned Claims Ratio' => $is_placement ? '-' : $rfq_data['earned_claims_ratio'] . " %",
+ ];
+ }
} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
@@ -1857,27 +1903,8 @@ class LeadsController extends BaseController
];
}
}
+ // print_r($lead_data); die;
- $data = json_decode($rfq_data['json'], true);
- // dd($data);
-
- $sheetName = 'Worksheet';
- if ($type == 2) {
- $sheetName = 'QCR';
- // $propsal_and_insurer = "Proposal 1-ICICIPRU-ICICI001";
- $data = $this->convertJsonForQCR($data, $type);
- if ($propsal_and_insurer !== null) {
- list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
- $data = $this->transformProposelData($data, $proposal_key, $insurer_key);
- $is_placement = true;
- $sheetName = 'Placement';
- }
- } else if ($type == 1) {
- $sheetName = 'RFQ';
- $data = $this->convertJsonForQCR($data, $type);
- // dd($data);
- }
- // dd($data);
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
diff --git a/app/Controllers/MasterController.php b/app/Controllers/MasterController.php
index 013a9324..58618abf 100755
--- a/app/Controllers/MasterController.php
+++ b/app/Controllers/MasterController.php
@@ -33,8 +33,11 @@ use App\Models\ClientDepositModel;
use App\Models\EmployeePolicyModel;
use App\Models\FileModel;
use App\Models\InsurerExcelExportTemplateModel;
+use App\Models\NhanceBranchModel;
use App\Models\SettingsModel;
use App\Models\VehicleModel;
+use App\Models\VehicleTypeModel;
+use App\Models\RTOModel;
use CodeIgniter\CLI\CLI;
@@ -1347,6 +1350,16 @@ class MasterController extends AdminController
// === INSERT ===
if (empty($id)) {
+ $cd_acc_count = $this->CDMasterModel->where('is_active', 1)
+ ->where('client_id', $data['client_id'])
+ ->where('insurer_id', $data['insurer_id'])
+ ->where('insurer_branch_id', $data['insurer_branch_id'])
+ ->countAllResults();
+
+ if($cd_acc_count > 0){
+ return $this->respond(['status' => false, 'message' => 'A CD account has already been created for this client, insurer, and insurer branch combination.'], 200);
+ }
+
$this->myLogger->logme("error", 'Performing INSERT operation.');
$insert = $this->CDMasterModel->insert($data);
$this->myLogger->logme("error", 'Insert result: ' . json_encode($insert));
@@ -1571,6 +1584,15 @@ class MasterController extends AdminController
$data['insurer_branch_id'] = $insurer_branch_id;
+ $cd_acc_count = $this->CDMasterModel->where('is_active', 1)
+ ->where('client_id', $data['client_id'])
+ ->where('insurer_id', $data['insurer_id'])
+ ->where('insurer_branch_id', $data['insurer_branch_id'])
+ ->countAllResults();
+
+ if($cd_acc_count > 0){
+ return $this->respond(['status' => false, 'message' => 'A CD account has already been created for this client, insurer, and insurer branch combination.'], 200);
+ }
// array with data for CD Traction table
$cd_tranction_data = [
@@ -1614,11 +1636,30 @@ class MasterController extends AdminController
}
}
+ public function checkDuplicateCdAccount()
+ {
+ $data = $this->request->getGet();
+
+ $cd_acc_count = $this->CDMasterModel
+ ->where('is_active', 1)
+ ->where('client_id', $data['client_id'])
+ ->where('insurer_id', $data['insurer_id'])
+ ->where('insurer_branch_id', $data['insurer_branch_id'])
+ ->countAllResults();
+
+ if($cd_acc_count > 0){
+ return $this->respond(['status' => false, 'message' => 'A CD account has already been created for this client, insurer, and insurer branch combination.'], 200);
+ }else{
+ return $this->respond(['status' => true], 200);
+ }
+ }
+
//Vehicle Master data Function
public function VehicleMasterList()
- { $data['tab_name'] = 'Vehicle Master';
+ {
+ $data['tab_name'] = 'Vehicle Master';
$data['page_name'] = 'Vehicles';
$data['vehicle_type'] = [
'two_wheeler' => 'Two Wheeler',
@@ -2020,4 +2061,255 @@ class MasterController extends AdminController
dd($result);
}
+ //----------------------------------------------------------------------------------------------------------
+
+ public function nhanceBranchMaster()
+ {
+ $nhanceBranchModel = new NhanceBranchModel();
+ $method = $this->request->getMethod();
+ $data['tab_name'] = 'Nhance Branch';
+ $data['page_name'] = 'Nhance Branchs';
+
+ if ($method === 'post') {
+
+ $id = $this->request->getPost('pk') ?? null;
+ $data = $this->request->getPost();
+
+ if (empty($id)) {
+ $update_status = $nhanceBranchModel->insert($data);
+ } else {
+ $update_status = $nhanceBranchModel->where('id', $id)->set($data)->update();
+ }
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Nhance Branch Master updated successfully',
+ 'data' => $data
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to update',
+ 'data' => $data
+ ], 200);
+ }
+
+ } elseif ($method === 'get') {
+
+ $id = $this->request->getGet('pk') ?? null;
+
+ if (!empty($id)) {
+ $data = $nhanceBranchModel->where('is_active', 1)->where('id', $id)->findAll();
+ if (!empty($data)) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
+ }
+ }
+
+ $data = $nhanceBranchModel->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
+ return $this->loadLayout('nhance_branch_list', ['data' => $data]);
+
+ } elseif ($method === 'delete') {
+
+ $input = $this->request->getRawInput();
+ $id = $input['pk'] ?? null;
+
+ if (empty($id)) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 404,
+ 'message' => 'No ID provided for deletion'
+ ], 200);
+ }
+
+ $update_status = $nhanceBranchModel->where('id', $id)->set(['is_active' => 0])->update();
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Data removed successfully',
+ 'pk' => $id
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to remove data',
+ 'pk' => $id
+ ], 200);
+ }
+ }
+ }
+
+
+ public function vehicleTypeMaster()
+ {
+ $vehicleTypeModel = new VehicleTypeModel();
+ $method = $this->request->getMethod();
+ $data['tab_name'] = 'Vehicle Type';
+ $data['page_name'] = 'Vehicle Types';
+ if ($method === 'post') {
+
+ $id = $this->request->getPost('pk') ?? null;
+ $data = $this->request->getPost();
+
+ if (empty($id)) {
+ $update_status = $vehicleTypeModel->insert($data);
+ } else {
+ $update_status = $vehicleTypeModel->where('id', $id)->set($data)->update();
+ }
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Vehicle Type Master updated successfully',
+ 'data' => $data
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to update',
+ 'data' => $data
+ ], 200);
+ }
+
+ } elseif ($method === 'get') {
+
+ $id = $this->request->getGet('pk') ?? null;
+
+ if (!empty($id)) {
+ $data = $vehicleTypeModel->where('is_active', 1)->where('id', $id)->findAll();
+ if (!empty($data)) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
+ }
+ }
+
+ $data = $vehicleTypeModel->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
+ return $this->loadLayout('vehicle_type_master_list', ['data' => $data]);
+
+ } elseif ($method === 'delete') {
+
+ $input = $this->request->getRawInput();
+ $id = $input['pk'] ?? null;
+
+ if (empty($id)) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 404,
+ 'message' => 'No ID provided for deletion'
+ ], 200);
+ }
+
+ $update_status = $vehicleTypeModel->where('id', $id)->set(['is_active' => 0])->update();
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Data removed successfully',
+ 'pk' => $id
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to remove data',
+ 'pk' => $id
+ ], 200);
+ }
+ }
+ }
+
+ public function rtoMaster()
+ {
+ $rtoModel = new RTOModel();
+ $method = $this->request->getMethod();
+ $data['tab_name'] = 'RTO';
+ $data['page_name'] = 'RTO';
+
+ if ($method === 'post') {
+
+ $id = $this->request->getPost('pk') ?? null;
+ $data = $this->request->getPost();
+
+ if (empty($id)) {
+ $update_status = $rtoModel->insert($data);
+ } else {
+ $update_status = $rtoModel->where('id', $id)->set($data)->update();
+ }
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'RTO Master updated successfully',
+ 'data' => $data
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to update',
+ 'data' => $data
+ ], 200);
+ }
+
+ } elseif ($method === 'get') {
+
+ $id = $this->request->getGet('pk') ?? null;
+
+ if (!empty($id)) {
+ $data = $rtoModel->where('is_active', 1)->where('id', $id)->findAll();
+ if (!empty($data)) {
+ return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
+ } else {
+ return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
+ }
+ }
+
+ $data = $rtoModel->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
+ return $this->loadLayout('rto_master_list', ['data' => $data]);
+
+ } elseif ($method === 'delete') {
+
+ $input = $this->request->getRawInput();
+ $id = $input['pk'] ?? null;
+
+ if (empty($id)) {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 404,
+ 'message' => 'No ID provided for deletion'
+ ], 200);
+ }
+
+ $update_status = $rtoModel->where('id', $id)->set(['is_active' => 0])->update();
+
+ if ($update_status) {
+ return $this->respond([
+ 'status' => true,
+ 'code' => 200,
+ 'message' => 'Data removed successfully',
+ 'pk' => $id
+ ], 200);
+ } else {
+ return $this->respond([
+ 'status' => false,
+ 'code' => 400,
+ 'message' => 'Failed to remove data',
+ 'pk' => $id
+ ], 200);
+ }
+ }
+ }
+
}
\ No newline at end of file
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index db8be45b..9b39f41f 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -113,7 +113,8 @@ class PolicyTransactionController extends BaseController
// Policy Transaction Inception
public function viewInception()
- {
+ {
+ $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
$data['tab_name'] = 'Policy';
$data['page_name'] = 'Policy';
@@ -151,6 +152,8 @@ class PolicyTransactionController extends BaseController
// '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',
@@ -181,34 +184,38 @@ class PolicyTransactionController extends BaseController
$issuer = empty($issuer) ? 0 : $issuer;
$status = empty($status) ? 0 : $status; // Corrected from `$issuer`
- if ($this->request->is('get')) {
+ if(empty($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 {
+ // 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
- );
+ $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'] = [];
}
@@ -261,6 +268,7 @@ class PolicyTransactionController extends BaseController
$data = $this->preparePolicyData();
$data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
$data['issuer'] = 2;
+ $data['status'] = 'completed';
$this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
@@ -276,7 +284,6 @@ class PolicyTransactionController extends BaseController
$data = $this->request->getPost();
// print_r($data); die;
- // var_dump($data); die;
if (empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = null;
@@ -304,7 +311,6 @@ class PolicyTransactionController extends BaseController
$data['last_action_date'] = change_date_format($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']);
@@ -373,6 +379,7 @@ class PolicyTransactionController extends BaseController
$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);
@@ -381,7 +388,7 @@ class PolicyTransactionController extends BaseController
}
if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
- $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id']);
+ $this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
}
}
@@ -391,7 +398,6 @@ class PolicyTransactionController extends BaseController
$clientController = new ClientController();
$data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
$data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
-
$data['entity_type_id'] = $client_data['entity_type_id'];
return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
@@ -432,20 +438,20 @@ class PolicyTransactionController extends BaseController
}
}
- if($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'], $data['insurer_id']);
- }
- }
- }
+ // if($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']);
+ $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
@@ -467,10 +473,6 @@ class PolicyTransactionController extends BaseController
{
// Prepare data for insertion and updating
$coShareDetails = [];
-
- // print_r($data); die;
- // die;
-
if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
$this->removePtCoShareRecords($data['co_share_id'], $pt_id);
}
@@ -564,7 +566,6 @@ class PolicyTransactionController extends BaseController
}
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
-
// print_r($coShareDetails);
// die;
@@ -594,6 +595,7 @@ class PolicyTransactionController extends BaseController
'client_branch_id' => $data['client_branch_id'] ?? 0,
'cd_ac_pk' => $data['cd_ac_no'] ?? null,
'gst' => 18,
+ 'policy_entry_from' => 2,
];
}
@@ -609,7 +611,7 @@ class PolicyTransactionController extends BaseController
$this->policyTransactionStatusModel->insert($statusData);
}
- private function processCompletedStatus($data, $client_policy_id, $insurer_id)
+ private function processCompletedStatus($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).';
@@ -627,13 +629,19 @@ class PolicyTransactionController extends BaseController
'updated_by' => get_session_userid(),
'event_name' => 'inception',
'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk']
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
];
- DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
+ $result = DepositHelper::saveDeposit($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, $amt)
+ private function cdCorrection($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.';
@@ -651,7 +659,8 @@ class PolicyTransactionController extends BaseController
'updated_by' => get_session_userid(),
'event_name' => 'inception',
'is_active' => 1,
- 'cd_ac_pk' => $data['cd_ac_pk']
+ 'cd_ac_pk' => $data['cd_ac_pk'],
+ 'pt_id' => $policyTranId ?? null,
];
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
@@ -1025,20 +1034,28 @@ class PolicyTransactionController extends BaseController
}
}
- public function removePolicyTransaction($id)
- {
+ public function removePolicyTransaction($id, $type = 0)
+ {
if ($id) {
-
$data['is_active'] = 0;
$policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
- if($policy_transaction_data['policy_type_id'] > 7){
+ 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 $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
} else {
@@ -1075,7 +1092,7 @@ class PolicyTransactionController extends BaseController
{
// echo '';
// !dd($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'];
@@ -1142,8 +1159,11 @@ class PolicyTransactionController extends BaseController
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
-
- $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+ if($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();
@@ -1166,6 +1186,7 @@ class PolicyTransactionController extends BaseController
{
$id = $this->request->getPost('id');
$data = $this->preparePolicyTransactionData();
+ $data['status'] = 'completed';
// print_r($data); die;
if (!$id) {
@@ -1250,9 +1271,10 @@ class PolicyTransactionController extends BaseController
$data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
- $client_branch_id = $data['client_branch_id'];
- if ($data['client_branch_id'] == "") {
+ 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 && $data['client_type'] == 1) ? 1 : 0;
@@ -1333,9 +1355,9 @@ class PolicyTransactionController extends BaseController
if ($update) {
$this->insertTransactionStatus($id, $data, 1);
- if($old_endorse_data['status'] != "completed"){
- $this->handleCompletedStatus($data, $id);
- }
+ // if($old_endorse_data['status'] != "completed"){
+ // $this->handleCompletedStatus($data, $id);
+ // }
$this->insertOrUpdateCoShareDetails($data, $id);
@@ -1346,30 +1368,40 @@ class PolicyTransactionController extends BaseController
}
private function handleCompletedStatus($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;
- $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
- ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
- $cd_tranction_data = [
- 'amount' => $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' => $data['cd_ac_pk'] ?? null,
- ];
+ if(!empty($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();
+ }
+ }
- DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
}
}
@@ -1397,6 +1429,16 @@ class PolicyTransactionController extends BaseController
->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');
@@ -1558,8 +1600,18 @@ class PolicyTransactionController extends BaseController
// 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], 200);
+ return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
} else {
return $this->respond(['status' => false], 200);
}
@@ -1709,14 +1761,16 @@ class PolicyTransactionController extends BaseController
")
->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.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('client_policy_id', $client_policy_id)
+ ->where('id', $client_policy_id)
->where('action_type', 'inception')
->where('is_active', 1)
->first();
@@ -2102,7 +2156,7 @@ class PolicyTransactionController extends BaseController
//insurer statement list page
public function statementList()
{
- // dd($this->validateInsurerStatement(['file_id' => 49])); // for check validateInsurerStatementfunction with hard coded file id always un command
+ // 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)));
@@ -2347,13 +2401,13 @@ class PolicyTransactionController extends BaseController
// $excel_row = ExcelSanitizeHelper::sanitizeArrayData($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
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/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
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/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', '', $excel_row[2]); //policy_end_date from excel
@@ -2459,11 +2513,11 @@ class PolicyTransactionController extends BaseController
if (!$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
+ // $policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/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
+ // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/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) {
@@ -2476,9 +2530,10 @@ class PolicyTransactionController extends BaseController
//calculate percentage first
$total_amt = 0;
- $actual_bp_per = trim($excel_row[9]);
- $actual_bp_brokerage = trim($excel_row[12]);
- $actual_bp_amt = trim($excel_row[6]);
+ // $actual_bp_per = trim($excel_row[9]); //commented becoz this filed removed tfrom excel file
+ $actual_bp_per = 0; //set default value 0 for maintaining existing code flow
+ $actual_bp_brokerage = trim($excel_row[5]);
+ $actual_bp_amt = trim($excel_row[3]);
if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
$total_amt += $actual_bp_brokerage;
@@ -2491,9 +2546,10 @@ class PolicyTransactionController extends BaseController
$total_amt += $actual_bp_brokerage;
}
- $actual_tp_per = trim($excel_row[10]);
- $actual_tp_brokerage = trim($excel_row[13]);
- $actual_tp_amt = trim($excel_row[7]);
+ // $actual_tp_per = trim($excel_row[10]);//commented becoz this filed removed tfrom excel file
+ $actual_tp_per = 0;//set default value 0 for maintaining existing code flow
+ $actual_tp_brokerage = trim($excel_row[6]);
+ $actual_tp_amt = trim($excel_row[4]);
if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
$total_amt += $actual_tp_brokerage;
@@ -2506,9 +2562,13 @@ class PolicyTransactionController extends BaseController
$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]);
+ // $actual_tep_per = trim($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;
@@ -2524,7 +2584,7 @@ class PolicyTransactionController extends BaseController
//find variance
$variance_amt = $source_row['exp_amt'] - $total_amt;
- $data_to_update[] = ['co_share_id' => $source_row['id'], 'actual_bp_amt' => $actual_bp_amt, 'actual_tp_amt' => $actual_tp_amt, 'actual_tep_amt' => $actual_tep_amt, 'actual_bp_per' => $actual_bp_per, 'actual_tp_per' => $actual_tp_per, 'actual_tep_per' => $actual_tep_per, 'variance' => $variance_amt, 'actual_tep_brokerage_amt' => $actual_tep_brokerage, 'actual_tp_brokerage_amt' => $actual_tp_brokerage, 'actual_bp_brokerage_amt' => $actual_bp_brokerage, 'reward' => trim($excel_row[15]), 'statement_id' => $file_id];
+ $data_to_update[] = ['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;
@@ -2627,6 +2687,10 @@ class PolicyTransactionController extends BaseController
$gst = $gstTotal[$index];
$paymentDate = $paymentDates[$index];
+ if($utrNo == "" && $tds == "" && $gst == "" && $receivedAmount == "")
+ {
+ continue;
+ }
// Prepare data for insert/update
$childData = [
'inv_amt' => $receivedAmount,
@@ -3113,4 +3177,116 @@ class PolicyTransactionController extends BaseController
return [$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 ?? ''
+ );
+
+ // 🧩 Load View
+ $this->loadLayout('report_bds_filter', $data);
+}
+
+
+
}
diff --git a/app/Controllers/TestingController.php b/app/Controllers/TestingController.php
index e6f377c7..a7cdddd1 100644
--- a/app/Controllers/TestingController.php
+++ b/app/Controllers/TestingController.php
@@ -362,6 +362,17 @@ class TestingController extends BaseController
$pre_clients_list = $this->getNonDuplicatePreClients();
+ $log_post_clients_list = $post_clients_list ;
+
+ $log_pre_clients_list = $pre_clients_list ;
+
+ log_message('error', 'Post Clients to be processed: ' . count($log_post_clients_list));
+ log_message('error', 'Pre Clients to be processed: ' . count($log_pre_clients_list));
+
+
+
+ $matched_Count = 0 ;
+ $expected_match_count = min(count($post_clients_list), count($pre_clients_list));
if (
@@ -372,12 +383,18 @@ class TestingController extends BaseController
$postDB = \Config\Database::connect();
$preDB = \Config\Database::connect('preDB');
- foreach ($post_clients_list as $post_client) {
+ foreach ($post_clients_list as $index => $post_client) {
- foreach ($pre_clients_list as $pre_client) {
+ foreach ($pre_clients_list as $index => $pre_client) {
if (trim($post_client['short_name']) == trim($pre_client['short_name'])) {
+ unset($log_post_clients_list[$index]);
+ unset($log_pre_clients_list[$index]);
+
+ $matched_Count++;
+
+
$postDB->table('clients')->where('id', $post_client['id'])->update(['pre_client_id' => $pre_client['id']]);
$preDB->table('clients')->where('id', $pre_client['id'])->update(['post_client_id' => $post_client['id']]);
@@ -426,7 +443,32 @@ class TestingController extends BaseController
}
}
}
+
+
+ log_message('error', 'Expected Match Count : ' . $expected_match_count);
+ log_message('error', 'Total Matched Count: ' . $matched_Count);
+ log_message('error', 'Total UnMatched Count: ' . $expected_match_count - $matched_Count);
+
+
+ log_message('error','unmatched_reocrds');
+
+ $log_post_clients_list = array_values($log_post_clients_list);
+ $log_pre_clients_list = array_values($log_pre_clients_list);
+
+ if( (count($log_pre_clients_list) < count($log_post_clients_list))){
+ log_message('error',"unmatched records count from pre- ". count($log_pre_clients_list));
+ log_message('error',print_r($log_pre_clients_list,true));
+ } else {
+ log_message('error',"unmatched records count from post - ".count($log_post_clients_list));
+ log_message('error',print_r($log_post_clients_list,true));
+ }
+
+
}
+
+ return $this->response->setJSON(['status' => 'success', 'message' => 'Client and Branch mapping completed.'])->setStatusCode(200);
+
+
}
@@ -673,4 +715,97 @@ class TestingController extends BaseController
];
}
+
+ public function logo_renaming(){
+
+ $directory = ROOTPATH . 'public/uploads/logo/';
+
+ if (!is_dir($directory)) {
+ die("Directory not found: $directory");
+ }
+
+ $files = scandir($directory);
+
+ $client_logo_files = $this->get_client_logo_files();
+
+ $rename_files = "";
+ $failed_rename_files = "";
+
+ foreach ($files as $file) {
+ // Skip system entries
+ if ($file === '.' || $file === '..' ) {
+ continue;
+ }
+
+
+ $oldPath = $directory . $file;
+
+ if (is_file($oldPath) && in_array(trim($file) , $client_logo_files)) {
+
+ // Remove all spaces from filename
+ $newFileName = preg_replace('/\s+|\x{00A0}|\x{200B}|\x{200C}|\x{200D}|\x{FEFF}/u', '', $file);
+
+ $newPath = $directory . $newFileName;
+
+ // Only rename if the name changed
+ if ($oldPath !== $newPath) {
+ if (rename($oldPath, $newPath)) {
+ $rename_files .= "\n Renamed: $file → $newFileName \n";
+ } else {
+ $failed_rename_files .= "\n Failed file: $file \n";
+ }
+ }
+ }
+ }
+
+ $dbUpdated = $this->update_client_logo_files();
+
+ log_message('error', 'Renamed Files: ' . $rename_files);
+ log_message('error', 'Failed Renames: ' . $failed_rename_files);
+ log_message('error', 'Database Update Status: ' . ($dbUpdated ? 'Success' : 'No changes made'));
+
+ return $this->response->setJSON(['status' => 'success',
+ 'message' => 'Logo renaming completed. kindly check backend logs for details',
+ 'data' => [
+ 'renamed_files' => $rename_files,
+ 'failed_renames' => $failed_rename_files
+ ]
+ ])->setStatusCode(200);
+ }
+
+ public function get_client_logo_files(){
+
+ $db = \Config\Database::connect();
+
+ $sql = "SELECT client_logo FROM clients WHERE client_logo IS NOT NULL AND TRIM(client_logo) <> '' ";
+
+ $query = $db->query($sql);
+
+ $results = $query->getResultArray() ?? [];
+
+ $files = array_map(function($item) {
+ return trim($item['client_logo']);
+ }, $results);
+
+ return $files;
+ }
+
+ public function update_client_logo_files(){
+
+ $db = \Config\Database::connect();
+
+ $sql = "UPDATE clients
+ SET client_logo = REPLACE(REPLACE(REPLACE(client_logo, CHAR(160), ''), ' ', ''), '\t', '')
+ WHERE client_logo IS NOT NULL
+ AND TRIM(client_logo) <> ''
+ ";
+
+ $query = $db->query($sql);
+
+ return $db->affectedRows() > 0;
+
+
+ }
+
+
}
diff --git a/app/Helpers/DepositHelper.php b/app/Helpers/DepositHelper.php
index 9549f8a1..495797f3 100755
--- a/app/Helpers/DepositHelper.php
+++ b/app/Helpers/DepositHelper.php
@@ -66,7 +66,8 @@ class DepositHelper
'updated_by' => $data['updated_by'],
'balance' => $newBalance, // Include the new balance in the data array
'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null,
- 'record_date' => $data['record_date'] ?? null
+ 'record_date' => $data['record_date'] ?? null,
+ 'policy_transaction_id' => $data['pt_id'] ?? null
];
// Insert data and get the insert ID
diff --git a/app/Helpers/utility_helper.php b/app/Helpers/utility_helper.php
index c03ffcc9..86229e9d 100755
--- a/app/Helpers/utility_helper.php
+++ b/app/Helpers/utility_helper.php
@@ -57,6 +57,7 @@ if (!function_exists('file_Upload')) {
if ($fileToUpload !== null && $fileToUpload->isValid() && !$fileToUpload->hasMoved()) {
$fileToUpload->move($filepath);
$fileName = $fileToUpload->getName();
+ $fileName = preg_replace('/[\s\x{00A0}\x{200B}-\x{200D}\x{FEFF}]/u', '', $fileName);
return $fileName;
} else {
return "";
@@ -858,3 +859,10 @@ if (!function_exists('expected_amount_calc')) {
return round($expectedAmount, 2); // Optional: round to 2 decimal places
}
}
+
+if (!function_exists('getFileIfExists')) {
+ function getFileIfExists($path)
+ {
+ return file_exists(FCPATH . $path) ? base_url($path) : '';
+ }
+}
diff --git a/app/Models/ClientDepositModel.php b/app/Models/ClientDepositModel.php
index 9d45f38f..8a61b204 100755
--- a/app/Models/ClientDepositModel.php
+++ b/app/Models/ClientDepositModel.php
@@ -28,7 +28,8 @@ class ClientDepositModel extends Model
"event_name",
"unit",
"cd_ac_pk",
- "record_date"
+ "record_date",
+ "policy_transaction_id",
];
diff --git a/app/Models/ClientPolicyModel.php b/app/Models/ClientPolicyModel.php
index 132080de..152cad7f 100755
--- a/app/Models/ClientPolicyModel.php
+++ b/app/Models/ClientPolicyModel.php
@@ -55,6 +55,7 @@ class ClientPolicyModel extends Model
"cd_ac_pk",
"is_lgbtq",
"placement_json",
+ "policy_entry_from",
];
// Callbacks
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index 348d309d..394de340 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -1471,7 +1471,7 @@ class EmployeePolicyModel extends Model
ep.tpa_id,
ep.uhid,
- ep.policy_end_date,
+ cp.policy_end_date,
ep.basic_cover_si,
clients.client_name,
@@ -1492,6 +1492,7 @@ class EmployeePolicyModel extends Model
tpa.tpa_logo AS tpa_logo,
tpa.front_card,
tpa.back_card,
+ tpa.network_hospitals,
tpa.short_name AS tpa_short_name'
)
@@ -1531,12 +1532,19 @@ class EmployeePolicyModel extends Model
e.doj,
e.band,
TIMESTAMPDIFF(YEAR, e.dob, CURDATE()) AS emp_age,
- (SELECT name FROM employees WHERE relationship = "Self" and emp_code = ' . $this->db->escape($emp_code) . ' and client_id = '.$client_id.' LIMIT 1) AS self,
-
+ (
+ SELECT name FROM employees
+ WHERE relationship = "Self"
+ and emp_code = ' . $this->db->escape($emp_code) . '
+ and client_id = '.$client_id.'
+ and is_active = 1
+ and emp_status = "active"
+ LIMIT 1
+ ) AS self,
ep.tpa_id,
ep.uhid,
- ep.policy_end_date,
+ cp.policy_end_date,
ep.basic_cover_si,
clients.client_name,
@@ -1557,6 +1565,7 @@ class EmployeePolicyModel extends Model
tpa.tpa_logo AS tpa_logo,
tpa.front_card,
tpa.back_card,
+ tpa.network_hospitals,
tpa.short_name AS tpa_short_name'
)
diff --git a/app/Models/PolicyTransactionModel.php b/app/Models/PolicyTransactionModel.php
index 6ea94e65..a9629d73 100644
--- a/app/Models/PolicyTransactionModel.php
+++ b/app/Models/PolicyTransactionModel.php
@@ -305,7 +305,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -881,7 +881,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
@@ -1060,7 +1060,7 @@ class PolicyTransactionModel extends Model
// Default to Last 30 Days if No Filters Are Applied
if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1108,7 +1108,7 @@ class PolicyTransactionModel extends Model
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
- ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception');
@@ -1163,7 +1163,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1313,7 +1313,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1416,7 +1416,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1457,7 +1457,7 @@ class PolicyTransactionModel extends Model
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
- $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
+ $dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
$builder = $this->db->table('policy_transaction')
->select("
@@ -1519,7 +1519,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1624,7 +1624,7 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
- $fromDate = date('Y-m-d', strtotime('-30 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1712,7 +1712,7 @@ class PolicyTransactionModel extends Model
//function for fetch renewal report data
public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
{
- $fromDate = date('Y-m-d', strtotime('-60 days'));
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
@@ -1806,4 +1806,307 @@ class PolicyTransactionModel extends Model
return $result[0];
}
+
+ public function reportBDSNew(
+ $start_date = 0,
+ $end_date = 0,
+ $client_id = 0,
+ $insurer_id = 0,
+ $policy_type_id = 0,
+ $date_type = 0,
+ $issuer = 0,
+ $client_branch_id = 0,
+ $insurer_branch_id = 0,
+ $client_policy_id = 0,
+ $user_id = 0,
+ $where = []
+ ) {
+
+ $date_condition = '';
+
+ // ==============================
+ // DATE FILTER FOR STATEMENT MONTH
+ // ==============================
+ if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ $date_condition = "
+ AND insurer_statements.month >= '{$start_date}'
+ AND insurer_statements.month <= '{$end_date}'
+ ";
+ }
+
+ // ==============================
+ // BASE QUERY
+ // ==============================
+ $builder = $this->db->table('policy_transaction')
+ ->select("
+ policy_transaction.*,
+ DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+ DATE_FORMAT(
+ IF(policy_transaction.month IS NULL,
+ policy_transaction.policy_issue_date,
+ policy_transaction.month
+ ), '%b %Y'
+ ) AS policy_issue_month,
+
+ CASE
+ WHEN clients.client_type = 1 THEN 'Group'
+ WHEN clients.client_type = 2 THEN 'Retail'
+ ELSE '-'
+ END AS client_type,
+
+ CASE
+ WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+ ELSE 'Renewal'
+ END AS revenue_type,
+
+ CASE
+ WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+ ELSE 'Endorsement'
+ END AS action_type,
+
+ clients.client_name AS client_name,
+ clients.short_name AS client_short_name,
+ client_branch.branch_name AS client_branch_name,
+ client_branch.address1 AS client_address,
+ policy_type.policy_type,
+ policy_type.bap,
+ insurers.name AS insurer_name,
+ insurers.short_name AS insurer_short_name,
+ insurer_branch.branch_name AS insurer_branch_name,
+ insurer_branch.branch_code AS insurer_branch_code,
+ user_profiles.first_name AS user_name,
+ vehicle.vehicle_no,
+ tpa.name AS tpa_name,
+ pt_co_share_details.remark AS remarks,
+ pt_co_share_details.cop_amt AS bp_amt,
+ pt_co_share_details.exp_amt,
+ pt_co_share_details.id AS pt_id,
+ sales_user.first_name AS salse_person_name,
+ service_user.first_name AS service_person_name,
+
+ ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
+ ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
+ ROUND(
+ ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
+ ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
+ 2) AS total_premium,
+
+ ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
+ DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+ (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+ pt_co_share_details.agreed_bp_per,
+
+ -- ==============================
+ -- SUBQUERY: Total IRDA Amount
+ -- ==============================
+ ROUND((
+ SELECT (
+ SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
+ SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
+ SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
+ SUM(co_share_stmt_details.reward)
+ )
+ FROM co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND insurer_statements.is_active = 1
+ {$date_condition}
+ ), 2) AS total_irda_amt,
+
+ -- Reward Only
+ ROUND((
+ SELECT SUM(co_share_stmt_details.reward)
+ FROM co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND insurer_statements.is_active = 1
+ {$date_condition}
+ ), 2) AS reward,
+
+ -- Billed Amount
+ ROUND((
+ SELECT SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.reward, 0)
+ )
+ FROM co_share_stmt_details
+ JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND pt_table.is_active = 1
+ AND insurer_statements.is_active = 1
+ AND insurer_statements.invoice_status IS NOT NULL
+ {$date_condition}
+ ), 2) AS billed_amt,
+
+ -- Unbilled Amount
+ ROUND(
+ (
+ (
+ SELECT
+ SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.reward, 0)
+ )
+ FROM co_share_stmt_details
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ {$date_condition}
+ )
+ -
+ (
+ SELECT
+ SUM(
+ COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+ COALESCE(co_share_stmt_details.reward, 0)
+ )
+ FROM co_share_stmt_details
+ JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+ JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+ WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+ AND co_share_stmt_details.is_active = 1
+ AND pt_table.is_active = 1
+ AND insurer_statements.is_active = 1
+ AND insurer_statements.invoice_status IS NULL
+ {$date_condition}
+ )
+ ), 2) AS unbilled_amt,
+
+ created_user.first_name AS user_name,
+
+ CASE
+ WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
+ WHEN pt_co_share_details.co_share_type > 1 THEN
+ CASE
+ WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
+ THEN policy_transaction.policy_no
+ ELSE pt_co_share_details.follower_policy_no
+ END
+ ELSE policy_transaction.policy_no
+ END AS policy_no
+ ")
+
+ // ==============================
+ // JOINS
+ // ==============================
+ ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+ ->join('clients', 'clients.id = policy_transaction.client_id')
+ ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+ ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+ ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+ ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+ ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+ ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+ ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+ ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+ ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+ ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+ ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+ ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
+ ->where('policy_transaction.is_active', 1)
+ ->where('pt_co_share_details.is_active', 1);
+
+ // ==============================
+ // ROLE-BASED FILTERS
+ // ==============================
+ if (
+ (!in_array(get_role_id(), [1, 5])) &&
+ !(
+ in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+ in_array(FINANCE_TEAM_ID, user_team()) ||
+ in_array(BUSINESS_TEAM_ID, user_team())
+ )
+ ) {
+ if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+ $builder->where('policy_transaction.created_by', get_session_userid());
+ }
+ }
+
+ // ==============================
+ // ADDITIONAL FILTERS
+ // ==============================
+ if (!empty($where)) {
+ log_message('info', 'Where condition: ' . json_encode($where));
+ $builder->where($where);
+ }
+
+ if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+ $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+ $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+ $builder->where("policy_transaction.{$date_type} >=", $startDate)
+ ->where("policy_transaction.{$date_type} <=", $endDate);
+ }
+
+ // JOIN FOR STATEMENT MONTH FILTER
+ if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+ $startDate = date('Y-m-d', strtotime($start_date));
+ $endDate = date('Y-m-d', strtotime($end_date));
+
+ $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
+ ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
+ ->where('insurer_statements.is_active', 1)
+ ->where('insurer_statements.month >=', $startDate)
+ ->where('insurer_statements.month <=', $endDate)
+ ->groupBy('co_share_stmt_details.co_share_id');
+ }
+
+ // ==============================
+ // FILTER BY IDs
+ // ==============================
+ if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
+ if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
+ if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+ if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+ if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+ if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
+ if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
+ if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
+
+ // ==============================
+ // DEFAULT 90-DAY FILTER
+ // ==============================
+ if (
+ $client_id == 0 &&
+ $insurer_id == 0 &&
+ $policy_type_id == 0 &&
+ $date_type == 0 &&
+ $issuer == 0
+ ) {
+ $fromDate = date('Y-m-d', strtotime('-90 days'));
+ $toDate = date('Y-m-d 23:59:59');
+
+ if (empty($where)) {
+ $builder->where('policy_transaction.created_at >=', $fromDate)
+ ->where('policy_transaction.created_at <=', $toDate);
+ }
+ }
+
+ // ==============================
+ // ORDER & EXECUTION
+ // ==============================
+ $builder->orderBy('policy_transaction.id', 'desc');
+
+ $result = $builder->get()->getResultArray();
+
+ // Uncomment if you need to debug SQL
+ // dd($this->db->getLastQuery());
+
+ return $result;
+ }
+
+
+
+
+
}
diff --git a/app/Models/RTOModel.php b/app/Models/RTOModel.php
new file mode 100644
index 00000000..6f5abcab
--- /dev/null
+++ b/app/Models/RTOModel.php
@@ -0,0 +1,57 @@
+
-
+
@@ -262,7 +262,7 @@
-
+
diff --git a/app/Views/cd_master_add_modal.php b/app/Views/cd_master_add_modal.php
index c57936c5..9089d35f 100644
--- a/app/Views/cd_master_add_modal.php
+++ b/app/Views/cd_master_add_modal.php
@@ -46,7 +46,7 @@