myLogger = \Config\Services::mylogger();
$this->clientModel = new ClientModel();
$this->userModel = new UserModel();
$this->clientBranchModel = new ClientBranchModel();
$this->clientPolicyModel = new ClientPolicyModel();
$this->levelContactModel = new LevelContactModel();
$this->leadsModel = new LeadsModel();
$this->policyTypeModel = new PolicyTypeModel();
$this->kycEntityTypeModel = new KYCEntityTypeModel();
$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
$this->insurerBranchModel = new InsurerBranchModel();
$this->tpaBranchModel = new TPABranchModel();
$this->RFQModel = new RFQModel();
$this->insurerModel = new InsurerModel();
$this->occupancyModel = new OccupancyMasterModel();
$this->leadFilesModel = new LeadFilesModel();
$this->leadInstallmentPaymentDetails = new LeadInstallmentPaymentDetails();
$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
$this->clientType = [1 => 'Group', 2 => 'Individual'];
$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
$data = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
$this->buisnessType = array_column($data, 'name', 'id');
// $this->buisnessType = [1 => 'Public Sector', 2 => 'Private Sector',3=> 'Trust',4 => 'Proprietorship',5 => 'Partnership',6 => 'Private',7 => 'Individual'];
$this->leadsStatus = [
'queued' => 'In-Queued',
'rfq_created' => 'RFQ Created',
'rfq_sent' => 'RFQ Sent',
'qcr_created' => 'QCR Created',
'qcr_sent' => 'QCR Sent',
'lost' => 'Lost',
'co_insurer_pending' => 'Co-Insurer Pending',
'won' => 'Won',
'completed_with_corrections' => 'Completed with Corrections',
'completed_without_corrections' => 'Completed without Corrections',
];
$this->claim_type_for_gpa = [
'nil' => 'Nil',
'accident_death' => 'Accident Death',
'permanent_total_disablement' => 'Permanent Total Disablement',
'permanent_partial_disablement' => 'Permanent Partial Disablement',
'temporary_total_disablement_benefit' => 'Temporary Total Disablement benefit'
];
$this->cause_of_death = [
'natural_death' => 'Natural Death',
'suicide' => 'Suicide',
'accident' => 'Accident'
];
}
public function viewLeadsList()
{
$data['page_name'] = 'Leads';
// Set basic data
$data['issuer'] = $this->issuer;
$data['client_type'] = $this->clientType;
$data['lead_type'] = $this->leadType;
$data['lead_status'] = $this->leadsStatus;
// Fetch policy types and entity data
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
// dd($lastFiveYears);
if ($this->request->is('get')) {
// Fetch leads data
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
// Load layout and pass data
$this->loadLayout('lead_filter', $data);
} else {
$isFromDashboard = $this->request->getPost("is_dashboard");
if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
$ids = $this->request->getPost('ids');
$ids = array_filter(explode(',', $ids));
if (!empty($ids)) {
$idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
$where = "leads.id IN ($idsStr)";
} else {
$where = '1 = 0'; // No valid IDs, return empty result
}
// dd($where );
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$this->loadLayout('lead_filter', $data);
} else {
$search_data = $this->request->getPost();
$where = [];
foreach ($search_data as $search_objects => $key) {
if ($key != null && $key != '' && $key != 0 && $search_objects != 'is_dashboard') {
$where[$search_objects] = $key;
}
}
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$html = view('leads_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
}
}
}
public function createLead()
{
// print_r($this->request->getPost()); die;
$id = $this->request->getPost('id');
$data = $this->prepareLeadData();
// print_r($data); die;
if (!$id) {
return $this->insertNewLead($data);
} else {
return $this->updateOldLead($id, $data);
}
}
private function prepareLeadData()
{
$data = $this->request->getPost();
$data['client_type'] = 1;
$data['pan'] = "";
if ($data['lead_type'] != 1) {
$client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
$data['client_name'] = $client_data['client_name'];
$data['client_short_name'] = $client_data['short_name'];
$data['entity_type_id'] = $client_data['entity_type_id'];
$data['client_type'] = $client_data['client_type'];
} else {
if(!empty($data['client_id'])){
$data['is_client_created'] = $data['client_id'];
}else{
$data['client_id'] = 0;
$data['client_branch_id'] = 0;
$data['source_policy_id'] = 0;
}
}
$data['client_code'] = generate_client_code();
if ($data['client_code'] == 2) {
$data['client_code'] = generate_client_code('IC');
}
if (isset($data['lead_form_type'])) {
$data = $this->prepareSingleLeadData($data);
} else {
$data = $this->prepareMultipleLeadData($data);
}
// print_r($data); die;
return $data;
}
private function prepareSingleLeadData($data)
{
// print_r($data); die;
$index_plus_one = 1;
$form_file_name = "file_name_" . $index_plus_one;
$form_docs_name = "docs_name_" . $index_plus_one;
$leads_file_primary_key = $data['leads_file_id'] ?? [];
$multi_file_data = [];
if (isset($data[$form_docs_name])) {
$files = $this->request->getFileMultiple($form_file_name);
$multi_file_data = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
}
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer']) && strpos($data['insurer'], '-') !== false) {
list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer']);
} else {
$insurer_branch_id = 0;
$insurer_id = 0;
}
$data['insurer_id'] = $insurer_id;
$data['insurer_branch_id'] = $insurer_branch_id;
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['tpa']) && strpos($data['tpa'], '-') !== false) {
list($tpa_branch_id, $tpa_id) = explode('-', $data['tpa']);
} else {
$tpa_branch_id = 0;
$tpa_id = 0;
}
$data['tpa_id'] = $tpa_id;
$data['tpa_branch_id'] = $tpa_branch_id;
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date']);
} else {
$data['policy_start_date'] = null;
}
if (!empty($data['policy_end_date'])) {
$data['policy_end_date'] = change_date_format($data['policy_end_date']);
} else {
$data['policy_end_date'] = null;
}
// $data['file_name'] = file_Upload($files, $uploadFilePath);
$data['multi_file_data'] = $multi_file_data ?? null;
$processcedData[] = $data;
// print_r($data);die();
return $processcedData;
}
private function prepareMultipleLeadData($data)
{
// print_r($data); die;
$processedData = [];
foreach ($data['policy_type_id'] as $index => $value) {
$index_plus_one = $index + 1;
$form_file_name = "file_name_" . $index_plus_one;
$form_docs_name = "docs_name_" . $index_plus_one;
$leads_file_primary_key = $data['leads_file_id'] ?? [];
$files = $this->request->getFileMultiple($form_file_name);
$multi_file_data = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer'][$index]);
} else {
$insurer_branch_id = 0;
$insurer_id = 0;
}
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['tpa'][$index]) && strpos($data['tpa'][$index], '-') !== false) {
list($tpa_branch_id, $tpa_id) = explode('-', $data['tpa'][$index]);
} else {
$tpa_branch_id = 0;
$tpa_id = 0;
}
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
} else {
$proposed_insurer_branch_id = 0;
$proposed_insurer_id = 0;
}
// Separate the TPA and TPA branch, handle missing or invalid data
if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
} else {
$proposed_tpa_branch_id = 0;
$proposed_tpa_id = 0;
}
if (!empty($data['policy_start_date'][$index])) {
$policy_start_date = change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
} else {
$policy_start_date = null;
}
if (!empty($data['policy_end_date'][$index])) {
$policy_end_date = change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
} else {
$policy_end_date = null;
}
if (!empty($data['incurred_claim_date'][$index])) {
$incurred_claims_date = change_date_format($data['incurred_claim_date'][$index], 'd/m/Y', 'Y-m-d');
} else {
$incurred_claims_date = null;
}
// if (!empty($data['premium_date'][$index])) {
// $premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
// } else {
// $premium_date = null;
// }
if (!empty($data['source_policy_start_date']) && $data['lead_type'] == 2) {
$data['source_policy_start_date'] = change_date_format($data['source_policy_start_date'], 'd/m/Y', 'Y-m-d');
} else {
$data['source_policy_start_date'] = null;
}
if (!empty($data['source_policy_end_date']) && $data['lead_type'] == 2) {
$data['source_policy_end_date'] = change_date_format($data['source_policy_end_date'], 'd/m/Y', 'Y-m-d');
} else {
$data['source_policy_end_date'] = null;
}
// $file_name = file_Upload($files[$index], $uploadFilePath);
$last_3_years_claims = $data['finyear'];
$processedData[] = [
'lead_type' => $data['lead_type'],
'issuer' => $data['issuer'],
'client_type' => $data['client_type'],
'client_name' => $data['client_name'],
'client_short_name' => $data['client_short_name'],
'entity_type_id' => $data['entity_type_id'],
'client_code' => $data['client_code'],
'pan' => $data['pan'],
'gst' => $data['gst'],
'branch_name' => $data['branch_name'],
'branch_code' => $data['branch_code'],
'contact_person_name' => $data['contact_person_name'],
'contact_person_mobile' => $data['contact_person_mobile'],
'contact_person_email' => $data['contact_person_email'],
'client_id' => $data['client_id'] ?? 0,
'client_branch_id' => $data['client_branch_id'] ?? 0,
'is_client_created' => $data['is_client_created'] ?? null,
'source_policy_id' => $data['source_policy_id'] ?? 0,
'policy_type_id' => $value,
'salse_person_id' => $data['salse_person_id'] ?? 0,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'tpa_id' => $tpa_id ?? 0,
'tpa_branch_id' => $tpa_branch_id ?? 0,
'policy_start_date' => $policy_start_date,
'policy_end_date' => $policy_end_date,
'no_of_lives' => $data['no_of_lives'][$index] ?? null,
'incurred_claims' => $data['incurred_claims'][$index] ?? 0,
'location' => $data['location'][$index] ?? null,
'proposed_insurer_id' => $proposed_insurer_id ?? 0,
'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
'proposed_tpa_id' => $proposed_tpa_id ?? 0,
'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
'renewal_emp_count' => $data['renewal_emp_count'][$index] ?? 0,
'renewal_dept_count' => $data['renewal_dept_count'][$index] ?? 0,
'renewal_no_of_lives' => $data['renewal_no_of_lives'][$index] ?? 0,
'incept_emp_count' => $data['incept_emp_count'][$index] ?? 0,
'incept_dept_count' => $data['incept_dept_count'][$index] ?? 0,
'incept_no_of_lives' => $data['incept_no_of_lives'][$index] ?? 0,
'exp_emp_count' => $data['exp_emp_count'][$index] ?? 0,
'exp_dept_count' => $data['exp_dept_count'][$index] ?? 0,
'exp_no_of_lives' => $data['exp_no_of_lives'][$index] ?? 0,
'incurred_claims_date' => $incurred_claims_date,
'paid_claims' => $data['paid_claims'][$index] ?? 0,
'outstanding_claims' => $data['outstanding_claims'][$index] ?? 0,
'policy_run_days' => $data['policy_run_days'][$index] ?? 0,
'premium_at_inception' => $data['premium_at_inception'][$index] ?? 0,
'premium_date' => $data['premium_date'][$index] ?? 0,
'earned_premium' => $data['earned_premium'][$index] ?? 0,
'annualised_claims' => $data['annualised_claims'][$index] ?? 0,
'incurred_claims_ratio' => $data['incurred_claims_ratio'][$index] ?? 0,
'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
'total_si_at_incept' => $data['total_si_at_incept'][$index] ?? 0,
'total_si_at_renewal' => $data['total_si_at_renewal'][$index] ?? 0,
'total_lives_at_incept' => $data['total_lives_at_incept'][$index] ?? 0,
'premium_at_incept' => $data['premium_at_incept'][$index] ?? 0,
'fin_years_claims' => $last_3_years_claims,
// 'file_name' => $file_name,
'multi_file_data' => $multi_file_data ?? null,
'status' => $data['status'] ?? null,
'notes' => $data['notes'] ?? null,
'lead_form_type' => $data['lead_form_type'] ?? 1,
'custom_fields' => $data['custom_fields'] ?? null,
'source_policy_start_date' => $data['source_policy_start_date'] ?? null,
'source_policy_end_date' => $data['source_policy_end_date'] ?? null,
'claim_history' => $data['claim_history'] ?? 0
];
}
// print_r($processedData);die();
return $processedData;
}
private function insertNewLead($data)
{
$insertCount = [];
foreach ($data as $value) {
$insert = $this->leadsModel->insert($value);
if ($insert) {
$this->insertMultiFilesData($value['multi_file_data'], $insert);
}
$insertCount[] = $insert;
$this->insertLeadStatus($insert, $value['status'], 3);
if ($value['lead_form_type'] == 1) {
//for this push the job to the calculateMembersDemography() function
$job_details = new Jobs();
$r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
'lead_id' => $insert,
]]);
}
}
if (count($insertCount) > 0) {
return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' => $data], 200);
}
return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' => $data], 200);
}
private function updateOldLead($id, $data)
{
if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
$this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
$this->insertLeadStatus($id, $data[0]['status'], 3);
return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' => $data], 200);
}
return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
}
// Get the Single Lead data for edit uisng ajax ( do not delete)
public function getLeadDataForEdit($id)
{
$data = $this->leadsModel
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
$data['lead_edit_data'] = $this->leadsModel
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['policy_start_date'] = null;
}
if (!empty($data['policy_end_date'])) {
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['policy_end_date'] = null;
}
if (!empty($data['incurred_claims_date'])) {
$data['incurred_claims_date'] = change_date_format($data['incurred_claims_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['incurred_claims_date'] = null;
}
// if (!empty($data['premium_date'])) {
// $data['premium_date'] = change_date_format($data['premium_date'], 'Y-m-d', 'd/m/Y');
// } else {
// $data['premium_date'] = null;
// }
$data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->first() ?? null;
$data['lastFiveYears'] = $this->getLastFiveFinancialYears();
$data['gpaClaimType'] = $this->claim_type_for_gpa;
$data['causeOfDeath'] = $this->cause_of_death;
if (!empty($data['fin_years_claims'])) {
$decoded = json_decode($data['fin_years_claims'], true);
$data['lead_edit_data']['fin_years_claims_array'] = isset($decoded['finyear']) ? $decoded['finyear'] : [];
} else {
$data['lead_edit_data']['fin_years_claims_array'] = [];
}
$data['html'] = $this->generateViewPageHtml($data['policy_type_id'], $data) ?? "";
// print_r($data); die;
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
return $this->respond(['status' => false], 200);
}
}
private function insertLeadStatus($primaryKey, $status, $statusType)
{
$statusData = [
'policy_tran_id' => $primaryKey,
'status' => $status,
'status_type' => $statusType,
'created_by' => get_session_userid(),
];
$this->policyTransactionStatusModel->insert($statusData);
}
public function uploadMultiFiles($files, $docs_names, $primaryKey)
{
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
$multi_file_data = [];
foreach ($files as $index => $value) {
$file_name = file_Upload($value, $uploadFilePath);
$multi_file_data[] = [
'file_name' => $file_name,
'docs_name' => $docs_names[$index],
'id' => $primaryKey[$index] ?? "",
];
}
return $multi_file_data;
}
public function insertMultiFilesData($data, $lead_id, $lead_form_type = null)
{
log_message('info', 'insertMultiFilesData() called with lead_id: ' . $lead_id);
if (!empty($data)) {
log_message('info', 'Data is not empty. Total items: ' . count($data));
foreach ($data as $key => $value) {
log_message('info', "Processing item at index {$key}: " . json_encode($value));
if (!empty($value['id'])) {
log_message('info', "Record with ID {$value['id']} exists. Preparing to update.");
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
];
if (!empty($value['file_name'])) {
$lead_file_data['file_name'] = $value['file_name'];
log_message('info', "file_name found: {$value['file_name']}");
if (!empty($lead_form_type) && $lead_form_type == 1 && $key == 0) {
//for this push the job to the calculateMembersDemography() function
$job_details = new Jobs();
$r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
'lead_id' => $lead_id,
]]);
log_message('info', "calculateMembersDemography JOB PUSHED");
}
}
log_message('info', "Updating leadFilesModel where id = {$value['id']} with data: " . json_encode($lead_file_data));
$this->leadFilesModel->where('id', $value['id'])->set($lead_file_data)->update();
} else {
log_message('info', "No ID found. Preparing to insert new record.");
if (!empty($value['file_name'])) {
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
'file_name' => $value['file_name'],
];
log_message('info', "Inserting into leadFilesModel: " . json_encode($lead_file_data));
$this->leadFilesModel->insert($lead_file_data);
} else {
log_message('warning', "Skipped insert: file_name missing in data at index {$key}");
}
}
if ($key == 0 && !empty($value['file_name'])) {
log_message('info', "Setting first file_name '{$value['file_name']}' to leadsModel for lead_id: {$lead_id}");
$this->leadsModel->where('id', $lead_id)->set('file_name', $value['file_name'])->update();
}
}
} else {
log_message('warning', 'insertMultiFilesData() received empty data array.');
}
log_message('info', 'insertMultiFilesData() completed successfully.');
return true;
}
public function removeMultiFile()
{
$id = $this->request->getGet('lead_file_id');
if (!empty($id)) {
$this->leadFilesModel->where('id', $id)->set(['is_active' => 0])->update();
return $this->respond(['status' => true, 'message' => 'File removed successfully'], 200);
} else {
return $this->respond(['status' => false, 'message' => 'File could not be removed.'], 200);
}
}
//--------RFQ-----------------------------------------------------------------------------------------------
public function viewRFQ($id, $type = 1)
{
$data['rfq_data'] = $this->RFQModel
->where('lead_id', $id)
// ->where('type', $type)
->where('is_active', 1)
->orderBy('id', 'desc')
->first();
// dd($data);
$data['rfq_count'] = $this->RFQModel
->where('lead_id', $id)
// ->where('type', 1)
->where('is_active', 1)
->countAllResults();
$data['qcr_count'] = $this->RFQModel
->where('lead_id', $id)
->where('type', 2)
->where('is_active', 1)
->countAllResults();
// dd(count($data['rfq_data']));
$data['lead_id'] = $id;
$lead_data = $this->leadsModel
->select('
leads.*,
policy_type.question_json,
policy_type.policy_type,
policy_type.long_name,
user_profiles.email as created_person_email
')
->join('policy_type', 'leads.policy_type_id = policy_type.id')
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
// dd($lead_data);
if ($lead_data['lead_type'] != 1) {
$client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
if (isset($client_policy_data)) {
$data['policy_terms'] = $client_policy_data['policy_terms'];
}
}
$data['question_json'] = $lead_data['question_json'];
$data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['userList'] = $this->userModel->getUserListForRFQ();
$data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
$data['lead_data'] = $lead_data;
$mail_content = '
Dear Sir,
Greetings From Nhance India!
Please find attached the {{RFQ_OR_QCR}} for {{POLICY_TYPE}} policy pertaining to {{CLIENT_NAME}}.
Kindly request you to share the competitive quotes at the earliest.
In case of any query, please feel free to contact us.
Thank You!
Best regards,
{{LOGGED_USER_NAME}}
Mobile: {{LOGGED_USER_MOBILE}}
';
if ($data['lead_data']['policy_end_date'] != null) {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
} else {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
}
if ($lead_data['policy_type_id'] == 1) {
$data['totalSumAssured'] = $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]);
} else {
$data['totalSumAssured'] = [];
}
$data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
$data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
$data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
$data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
$data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null;
$data['attachment_html'] = view('rfq/attachment_files', $data) ?? "";
$data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id'];
// dd($data);
if ($data['lead_data']['lead_form_type'] == 1) {
$data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]);
$this->loadLayout('view_rfq.php', $data);
} else if ($data['lead_data']['lead_form_type'] == 2) {
$data['occupancy'] = $this->occupancyModel->findAll();
// dd($data['occupancy']);
if ($lead_data['lead_type'] != 1 && $data['rfq_count'] == 0) {
$client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
if (isset($client_policy_data)) {
$data['rfq_data']['json'] = $client_policy_data['placement_json'];
}
}
if (!empty($data['question_json'])) {
$data['policies'] = json_decode($data['question_json'], true)['policies'];
$data["child_table_data"] = json_decode($data['question_json'], true)['child_table_data'];
}
$data['product'] = $this->leadsModel->select("policy_type.policy_type")->join('policy_type', 'leads.policy_type_id = policy_type.id')->where('leads.id', $id)->first()['policy_type'];
// $data['lead_register_data'] = json_decode($data['lead_data']['custom_fields']);
// dd($data['lead_register_data']);
// $data['entity_type'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
$data['buisness_type'] = $this->buisnessType;
// dd($data);
$data['client_type'] = $this->clientType;
$this->loadLayout('view_rfq_non_eb', $data);
}
}
public function savePolicyInfo()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
$json_data = $data['registration_json'];
$existingJson = $this->RFQModel->where('is_active', 1)->where("lead_id", $lead_id)->first()['registration_json'] ?? null;
if (empty($existingJson)) {
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 1)
->where('is_active', 1)
->set('is_active', 0)
->update();
$insertData['lead_id'] = $lead_id;
$insertData['registration_json'] = json_encode($json_data);
$this->RFQModel->insert($insertData);
return $this->respond(['status' => true, "message" => "Policy Inforamtion saved"]);
} else {
return $this->respond(['status' => true, "message" => "Policy Inforamtion Already saved"]);
}
}
public function createRFQ()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'] ?? null;
if (!$lead_id) {
return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
}
$rfq_created = $this->RFQModel->where('lead_id', $lead_id)->where('is_active', 1)->countAllResults();
$qcr_created = false;
$inputJson = json_decode($data['json'], true);
if (isset($inputJson['premium_data']) && !empty($inputJson['premium_data'])) {
$sortedJson = $this->reorderProposalsByInsurerTotal($inputJson);
$data['json'] = json_encode($sortedJson);
$qcr_created = true;
}
if (($data['submit_type'] ?? "") == 'QCR') {
$inputJson = json_decode($data['json'], true);
$proposal_data = array_pop($inputJson);
if (isset($proposal_data['proposal_data']['over_all_column_data'])) {
$proposel_count = $proposal_data['proposal_data']['over_all_column_data'];
foreach ($proposel_count as $key => $value) {
if (!empty($value['insurers'])) {
$qcr_created = true;
}
}
}
}
$data['type'] = 1;
// Deactivate existing RFQs for this lead and type
if (!isset($data['rfq_primaryKey']) && empty($data['rfq_primaryKey'])) {
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 1)
->where('is_active', 1)
->set('is_active', 0)
->update();
}
// Handle registration_json
if (empty($data['registration_json'])) {
// Fetch the latest registration_json if not provided
$latest = $this->RFQModel
->select('registration_json')
->where('lead_id', $lead_id)
->orderBy('id', 'DESC')
->first();
if (!empty($latest['registration_json'])) {
$data['registration_json'] = $latest['registration_json'];
}
}
// print_r($data); die;
// $data['json'] = "";
if (isset($data['rfq_primaryKey']) && !empty($data['rfq_primaryKey'])) {
$this->RFQModel->update($data['rfq_primaryKey'], $data);
$insertId = $data['rfq_primaryKey'];
$affectedRows = db_connect()->affectedRows();
} else {
// Insert new RFQ
$insertId = $this->RFQModel->insert($data);
}
if ($insertId) {
if (empty($rfq_created)) {
$this->leadsModel->update($lead_id, ['status' => "rfq_created"]);
}
if ($qcr_created == true) {
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['qcr_sent', 'lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "qcr_created"])
->update();
}
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR saved successfully' : 'RFQ saved successfully';
return $this->respond([
'status' => true,
'id' => $insertId,
'message' => $message,
'data' => $data,
'affectedRows' => $affectedRows ?? null,
], 200);
}
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'Failed to save QCR' : 'Failed to save RFQ';
return $this->respond([
'status' => false,
'id' => null,
'message' => $message,
'data' => $data
], 200);
}
public function createQCR()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
$data['type'] = 2;
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 2)
->where('is_active', 1)
->set('is_active', 0)
->update();
$result = $this->RFQModel->insert($data);
if ($result) {
return $this->respond(['status' => true, 'id' => $result, 'message' => 'QCR created successfully', 'data' => $data], 200);
}
return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create QCR", 'data' => $data], 200);
}
public function reorderProposalsByInsurerTotal(array $data): array
{
if (!isset($data['premium_data']['data'])) return $data;
$original = $data['premium_data']['data'];
$proposals = [];
$others = [];
$emptyKeyData = [];
foreach ($original as $key => $value) {
// Match only keys that look like 'Proposal X'
if (preg_match('/^(Proposal\s+\d+|Existing Renewal|Existing Rollover)$/', $key)) {
// Get the insurer entry (not 'Quote Asked')
foreach ($value as $subKey => $subVal) {
if ($subKey !== 'Quote Asked' && isset($subVal['Total'])) {
$proposals[$key] = $value;
break;
} else {
$proposals[$key] = $value;
}
}
} else {
if ($key === '' && isset($value['']) && is_array($value[''])) {
// Capture empty key to push it later
$emptyKeyData[$key] = $value;
} else {
$others[$key] = $value;
}
}
}
foreach ($proposals as $proposalKey => &$proposal) {
$quoteAsked = $proposal['Quote Asked']; // Keep Quote Asked separately
unset($proposal['Quote Asked']);
uasort($proposal, function ($a, $b) {
return $a['Total'] <=> $b['Total']; // Ascending by Total
});
// Add Quote Asked back at the top
$proposal = array_merge(['Quote Asked' => $quoteAsked], $proposal);
}
// Sort proposals by their insurer's total
uasort($proposals, function ($a, $b) {
$totalA = 0;
$totalB = 0;
foreach ($a as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalA = floatval($val['Total']);
break;
}
}
foreach ($b as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalB = floatval($val['Total']);
break;
}
}
return $totalA <=> $totalB;
});
// Merge back the sorted proposals into the full structure
$data['premium_data']['data'] = array_merge($others, $proposals, $emptyKeyData);
$data = $this->reorderProposalDataByPremiumOrder($data);
return $data;
}
private function reorderProposalDataByPremiumOrder(array $data): array
{
if (!isset($data['premium_data']['data'], $data['proposal_data']['over_all_column_data'])) {
return $data;
}
$porposalData = $data['premium_data']['data'];
$premiumProposals = array_keys($data['premium_data']['data']);
$filteredProposals = [];
//Reorder the Insurer based on the Premium data insurer
foreach ($porposalData as $key => $value) {
if(in_array($key, ['Particulars', ""])){
continue;
}
// Ensure the premium data is an array and not empty
if (!is_array($value) || empty($value)) {
continue;
}
// Step 1: Get the premium display_name order (excluding "Quote Asked")
$premiumOrder = array_keys(array_diff_key($value, ["Quote Asked" => ""]));
// Skip if no valid order found
if (empty($premiumOrder)) {
continue;
}
// usort($data['proposal_data']['over_all_column_data'][$key]['insurers'], function($a, $b) use ($premiumOrder) {
// return array_search($a['display_name'], $premiumOrder) - array_search($b['display_name'], $premiumOrder);
// });
// Step 2: Reorder proposal insurers based on premium order
usort($data['proposal_data']['over_all_column_data'][$key]['insurers'], function($a, $b) use ($premiumOrder) {
$posA = array_search($a['display_name'] ?? '', $premiumOrder);
$posB = array_search($b['display_name'] ?? '', $premiumOrder);
// If not found, push to the end
$posA = $posA === false ? PHP_INT_MAX : $posA;
$posB = $posB === false ? PHP_INT_MAX : $posB;
return $posA - $posB;
});
}
// Collect proposal keys that match the pattern "Proposal X"
foreach ($premiumProposals as $key) {
if (preg_match('/^(Proposal\s+\d+|Existing Renewal|Existing Rollover)$/', $key) && isset($data['proposal_data']['over_all_column_data'][$key])) {
$filteredProposals[$key] = $data['proposal_data']['over_all_column_data'][$key];
}
}
// dd($premiumProposals, $filteredProposals);
$data['proposal_data']['over_all_column_data'] = $filteredProposals;
$data = $this->reorderProposalInHeaderAndData($data);
return $data;
}
private function reorderProposalInHeaderAndData(array $data): array
{
$tableData = $data['table_data'];
$sortedProposalOrder = $data['proposal_data']['over_all_column_data'];
$headers = $tableData['headers'] ?? [];
$dataRows = $tableData['data'] ?? [];
// Step 1: Separate static and proposal headers
$staticHeaders = [];
$proposalHeaders = [];
$actionHeader = [];
foreach ($headers as $header) {
if (in_array($header['parentHeader'], array_keys($sortedProposalOrder))) {
$proposalHeaders[$header['parentHeader']] = $header;
} else {
if ($header['parentHeader'] == "Action") {
$actionHeader[] = $header;
} else {
$staticHeaders[] = $header;
}
}
}
//Reorder the SubHeader of the Proposel
foreach ($sortedProposalOrder as $proposalKey => $proposalData) {
// Skip if insurers or subHeaders are missing
if (
!isset($proposalData['insurers']) ||
!is_array($proposalData['insurers']) ||
!isset($proposalHeaders[$proposalKey]['subHeaders']) ||
!is_array($proposalHeaders[$proposalKey]['subHeaders'])
) {
continue;
}
// Keep "Quote Asked" fixed at index 0
$newSubHeaders = ["Quote Asked"];
// Add insurers in the sorted order
foreach ($proposalData['insurers'] as $insurer) {
if(in_array($insurer['display_name'], $proposalHeaders[$proposalKey]['subHeaders'])){
$newSubHeaders[] = $insurer['display_name'];
}
}
// Replace the subHeaders in the header array
$proposalHeaders[$proposalKey]['subHeaders'] = $newSubHeaders;
}
// dd($staticHeaders, $proposalHeaders, $sortedProposalOrder);
// Step 2: Reorder headers
$reorderedHeaders = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalHeaders[$proposalKey])) {
$reorderedHeaders[] = $proposalHeaders[$proposalKey];
}
}
// print_rr($reorderedHeaders); die;
$proposel_count = 1;
foreach ($reorderedHeaders as $key => &$value) {
if(!in_array($value['parentHeader'], ["Existing Renewal", "Existing Rollover"])){
$value['parentHeader'] = 'Proposal ' . $proposel_count;
$proposel_count++;
}
}
unset($value);
//merge the all headers
$reorderedHeaders = array_merge($staticHeaders, $reorderedHeaders, $actionHeader);
// Step 3: Reorder each row's `data` by matching parentth
foreach ($dataRows as $dataRowIndex => &$row) {
$staticData = [];
$proposalData = [];
$actionData = [];
foreach ($row['data'] as $entry) {
if (in_array($entry['parentth'], array_keys($sortedProposalOrder))) {
$proposalData[$entry['parentth']][] = $entry;
} else {
if ($entry['parentth'] == "Action") {
$actionData[] = $entry;
} else {
$staticData[] = $entry;
}
}
}
$reorderedProposalData = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalData[$proposalKey])) {
foreach ($proposalData[$proposalKey] as $entry) {
$reorderedProposalData[] = $entry;
}
}
}
$dubParTh = "";
$increament = 0;
foreach ($reorderedProposalData as $key => &$value) {
if ($dubParTh == $value['parentth']) {
if(!in_array($value['parentth'], ["Existing Renewal", "Existing Rollover"])){
$value['parentth'] = 'Proposal ' . ($increament);
}
} else {
$dubParTh = $value['parentth'];
if(!in_array($value['parentth'], ["Existing Renewal", "Existing Rollover"])){
$increament = $increament + 1;
$value['parentth'] = 'Proposal ' . ($increament);
}
}
}
unset($value);
//Reorder the Row Data based on the Insurer
$reorderedProposalData = $this->reorderProposalRowData($reorderedProposalData, $proposalHeaders);
// print_rr($reorderedProposalData); die;
$row['data'] = array_merge($staticData, $reorderedProposalData, $actionData);
}
$data['table_data']['headers'] = $reorderedHeaders;
$data['table_data']['data'] = $dataRows;
$renumberedArray = $this->renumberProposalKeys($data['proposal_data']['over_all_column_data']);
$updatedDataSet = $this->renumberProposalKeys($data['premium_data']['data']);
$data['proposal_data']['over_all_column_data'] = !empty($renumberedArray) ? $renumberedArray : $data['proposal_data']['over_all_column_data'];
$data['premium_data']['data'] = !empty($updatedDataSet) ? $updatedDataSet : $data['premium_data']['data'];
return $data;
}
private function reorderProposalRowData(array $proposalRowData, array $proposalHeaderData): array
{
$newRowData = [];
// Group rows by parentth
$groupedRows = [];
foreach ($proposalRowData as $row) {
if (!isset($row['parentth'])) {
continue; // skip invalid rows
}
$groupedRows[$row['parentth']][] = $row;
}
// Reorder each group's rows based on header subHeaders
foreach ($proposalHeaderData as $proposalKey => $headerInfo) {
if (
!isset($groupedRows[$proposalKey]) ||
!isset($headerInfo['subHeaders']) ||
!is_array($headerInfo['subHeaders'])
) {
continue;
}
$order = $headerInfo['subHeaders'];
$rows = $groupedRows[$proposalKey];
// Sort whole rows according to subth position in $order
usort($rows, function ($a, $b) use ($order) {
return array_search($a['subth'], $order) - array_search($b['subth'], $order);
});
// Append sorted rows to final array
$newRowData = array_merge($newRowData, $rows);
}
return $newRowData;
}
private function renumberProposalKeys(array $input): array
{
$result = [];
$counter = 1;
foreach ($input as $key => $value) {
if (strpos($key, 'Proposal') === 0) {
$newKey = 'Proposal ' . $counter++;
$result[$newKey] = $value;
} else {
$result[$key] = $value;
}
}
return $result;
}
public function removeInstallments()
{
$id = $this->request->getGet('id');
// print_r($id); die;
if (!empty($id)) {
$this->leadInstallmentPaymentDetails->whereIn('id', $id)->set(['is_active' => 0])->update();
} else {
return $this->respond(['status' => false, 'message' => 'Could not be removed.'], 200);
}
if ($this->request->getGet('lead_id')) {
$lead_id = $this->request->getGet('lead_id');
$data = [
'no_of_installment' => 0,
'is_installment' => 0
];
$this->leadsModel->where('id', $lead_id)->set($data)->update();
}
return $this->respond(['status' => true, 'message' => 'Removed successfully'], 200);
}
//-----RFQ and QCR EXPORT------------------------------------------------------------------------------------------------
//export main route function
public function exportQCRandRFQ($lead_id, $type, $lead_form_type)
{
$this->exportExcelForQCRandRFQ($lead_id, $type, $lead_form_type);
}
//FOR EXCEL
public function exportExcelForQCRandRFQ($lead_id, $type, $lead_form_type = 1)
{
if ($lead_form_type == 2) {
$filepath = $this->constructNonEbExcelToSaveTemp($lead_id, $type);
} else {
$filepath = $this->constructExcelToSaveTemp($lead_id, $type);
}
$lead_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
// dd($filepath);
//Excel merging part
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
$temp_file_path = $filepath['filePath'];
$temp_file_name = $filepath['fileName'];
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
// dd($lead_data, $temp_file_path, $temp_file_name, $lead_file_path);
if ($lead_file_path) {
$filePaths = [
['file_path' => $temp_file_path, 'sheets' => []],
['file_path' => $lead_file_path, 'sheets' => []]
];
// $outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $temp_file_path);
// print_rr($result);
}
}
$filepath = $filepath['filePath'];
if (file_exists($filepath)) {
// Set headers to force download
header('Content-Description: File Transfer');
header('Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
header('Content-Disposition: attachment; filename="' . basename($filepath) . '"');
header('Content-Length: ' . filesize($filepath));
header('Pragma: public');
// Output the file content
readfile($filepath);
// Delete the file after download
unlink($filepath);
exit;
} else {
echo "File does not exist.";
}
}
//Construct excel file and save the file to the folder and return file path
public function constructExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
{
helper('excel_util_helper');
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
$is_placement = false;
$length = 0;
// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
// print_r($propsal_and_insurer); die;
if ($rfq_data['lead_type'] == 1) {
if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'No of Employees' => $rfq_data['incept_emp_count'],
'No of Dependents' => $rfq_data['incept_dept_count'],
'Total Lives' => $rfq_data['incept_no_of_lives'],
'Period of Insurance ' => !empty($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' => $rfq_data['policy_run_days'],
];
} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
// 'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
'Policy Period' => !empty($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 Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
];
}
} else {
if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
$lead_data = [
'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 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 ' => $rfq_data['renewal_no_of_lives'],
'Period of Insurance ' => !empty($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' => $rfq_data['earned_claims_ratio'] . " %",
];
} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
'Total Lives at Inception' => $rfq_data['total_lives_at_incept'],
'Total Sum Insured at Inception' => $rfq_data['total_si_at_incept'],
'Premium at inception' => $rfq_data['premium_at_incept'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
'Policy Period' => !empty($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 Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'Existing Insurer' => $rfq_data['insurer_name'],
// 'TPA ' => $rfq_data['tpa_name'],
];
}
}
$data = json_decode($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();
$sheet->setTitle($sheetName);
// Start with lead_data at the top
$rowNumber = 1;
$mergeRange1 = "A{$rowNumber}:B{$rowNumber}";
// $sheet->mergeCells($mergeRange1);
$sheet->setCellValue("A{$rowNumber}", "Nhance India Insurance Broking Pvt Ltd");
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => [
'bold' => true,
'size' => 23
],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Apply center alignment to the cell
// $sheet->getStyle("C{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
// $sheet->getStyle("C{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
$rowNumber = $rowNumber + 1;
// Initialize max width tracking variables
$maxWidthA = 0;
$maxWidthB = 0;
foreach ($lead_data as $key => $value) {
// Merge A:B for key and C:D for value
$mergeRangeKey = "A{$rowNumber}:B{$rowNumber}";
// $mergeRangeValue = "C{$rowNumber}";
$sheet->mergeCells($mergeRangeKey);
// $sheet->mergeCells($mergeRangeValue);
// Set values in merged cells
$sheet->setCellValue("A{$rowNumber}", $key);
$sheet->setCellValue("C{$rowNumber}", $value);
// // Apply styles for alignment and bold text in A:B
// $sheet->getStyle($mergeRangeKey)->applyFromArray([
// 'font' => ['bold' => true],
// 'alignment' => [
// 'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
// 'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
// ],
// ]);
// Apply bold style to B column if the key is "Insured"
if ($key == "Insured") {
$sheet->getStyle("C{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
]);
}
// Track max width needed for columns
$maxWidthA = max($maxWidthA, mb_strlen($key));
$maxWidthB = max($maxWidthB, mb_strlen($value));
$rowNumber++;
}
// Set column width based on max content length (adjusted for padding)
$sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
// $sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.5);
$sheet->getColumnDimension('C')->setWidth(35);
// $rowNumber += 2;
// Add headers and subheaders
$headers = $data['table_data']['headers'];
$sheet->setCellValue("A{$rowNumber}", "Details of Coverage");
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => [
'bold' => true,
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'ADD8E6'],
],
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
if($type == 2){
$subheader_count = array_sum(
array_map(
fn($header) => count(array_filter(
$header['subHeaders'],
fn($sub) => $sub !== "Quote Asked"
)),
$data['table_data']['headers']
)
);
}else{
$subheader_count = array_sum(array_map(fn($header) => count($header['subHeaders']), $data['table_data']['headers']));
}
if ($is_placement == false) {
$subheader_count = $subheader_count - 2;
}
$headerCount = count($data['table_data']['headers']);
$lastColumn = Coordinate::stringFromColumnIndex($subheader_count);
// dd( $headerCount, $lastColumn);
// Merge cells from A to the last column
$mergeRange = "A{$rowNumber}:{$lastColumn}{$rowNumber}";
$sheet->getStyle($mergeRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
$sheet->mergeCells($mergeRange);
$rowNumber_for_remove_quote_asked = $rowNumber;
$rowNumber = $rowNumber + 1;
if ($type == 2) {
$subHeaderRow = $rowNumber + 1;
} else {
// $subHeaderRow = $rowNumber_for_remove_quote_asked;
$subHeaderRow = $rowNumber + 1;
}
$columnLetter = 'A';
$header_actual_count = 0;
$headerIndex = 0;
foreach ($headers as $header) {
// Kint::dump($header);
if($is_placement == true){
//for placement proposal only
$nxt_ro = $rowNumber + 1;
$sheet->mergeCells("C{$rowNumber}:C{$nxt_ro}");
}
if (in_array($header['parentHeader'], ['Item Key', 'Action'])) {
continue;
}
if (!in_array($header['parentHeader'], ['Item Key', 'Action', 'Sno', 'Particulars'])) {
$header_actual_count++;
//Quote asked not showed in the QCR excel so some proposel has only one Quote Asked, So that case avoid the proposel name
$subHeaderCount = count($header['subHeaders'] ?? []) ?? 0;
if($subHeaderCount <= 1 && $type == 2 && $is_placement == false){
// print_rr($header);
continue;
}
}
if ($header['parentHeader'] === 'Sno') {
$header['parentHeader'] = 'S.No.';
$sheet->getColumnDimension('A')->setWidth(10);
//merge the 2 row cells of the S.No.
$nxt_ro = $rowNumber + 1;
$sheet->mergeCells("{$columnLetter}{$rowNumber}:{$columnLetter}{$nxt_ro}");
}
if ($header['parentHeader'] === 'Particulars') {
$sheet->getColumnDimension('B')->setWidth(35);
//merge the 2 row cells of the particulars
$nxt_ro = $rowNumber + 1;
$sheet->mergeCells("{$columnLetter}{$rowNumber}:{$columnLetter}{$nxt_ro}");
}
$startColumn = $columnLetter; // Start of the current header range
if($type == 2){
$subHeaderCount = count(array_filter($header['subHeaders'], function($subHeader) {
return $subHeader !== "Quote Asked";
}));
}else{
$subHeaderCount = count($header['subHeaders']); // Number of subheaders for this parent header
}
// Set parent header value
if ($is_placement == true && !in_array($header['parentHeader'], ['Particulars', 'S.No.'])) {
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Terms");
} else {
if(in_array($header['parentHeader'], ["Existing Renewal", "Existing Rollover"])){
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Existing Terms");
}else if(in_array($header['parentHeader'], ["Particulars", "S.No."])){
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
}else{
$headerIndex = $headerIndex + 1;
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Proposal Terms " . $headerIndex);
}
}
$sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Merge header cells if it spans multiple subheaders
if ($subHeaderCount > 1) {
$endColumn = Coordinate::stringFromColumnIndex(Coordinate::columnIndexFromString($startColumn) + $subHeaderCount - 1);
$sheet->mergeCells("{$startColumn}{$rowNumber}:{$endColumn}{$rowNumber}");
} else {
$endColumn = $startColumn; // No merge needed if only one subheader
}
// Add subheaders
foreach ($header['subHeaders'] as $subHeader) {
if($type == 2 && in_array($subHeader, ['Quote Asked'])){
continue;
}
if ($is_placement == false) {
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
}
if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C") {
$sheet->getColumnDimension($columnLetter)->setWidth(35);
} else {
$sheet->getColumnDimension('A')->setWidth(10);
}
if ($is_placement == false) {
$sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
}
$columnLetter++; // Move to the next column for subheaders
// Kint::dump($subHeader);
$length++;
}
}
if($header_actual_count == 1 && $type == 1){
$sheet->getColumnDimension('B')->setWidth(80);
}else{
$sheet->getColumnDimension('B')->setWidth(35);
}
// Apply border to the header range
$prevColumn1 = $this->getPreviousColumn($columnLetter);
$headerRange = "A{$rowNumber}:" . "{$prevColumn1}" . "{$subHeaderRow}";
$sheet->getStyle($headerRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
// Increase row height for headers and subheaders
$sheet->getRowDimension($rowNumber)->setRowHeight(25); // Header row height
$sheet->getRowDimension($subHeaderRow)->setRowHeight(20); // Subheader row height
if ($is_placement == true) {
$rowNumber = $subHeaderRow + 1;
} else {
$rowNumber = $subHeaderRow + 1;
}
// dd($rowNumber);
$column_data = $data['table_data']['data'];
$serial_no = 1;
$maxColumnWidths = [];
// Add table data rows
foreach ($column_data as $dataRow) {
$columnLetter = 'A';
foreach ($dataRow['data'] as $cellData) {
if (in_array($cellData['parentth'], ['Item Key', 'Action'])) {
continue;
}
if($type == 2 && in_array($cellData['subth'], ['Quote Asked'])){
continue;
}
if ($cellData['parentth'] == 'Sno') {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $serial_no);
} else {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $cellData['value']);
}
$columnLetter++;
}
$rowNumber++;
$serial_no++;
}
$prevColumn2 = $this->getPreviousColumn($columnLetter);
$dataRange = "A" . ($subHeaderRow + 1) . ":" . "{$prevColumn2}" . ($rowNumber - 1);
$sheet->getStyle($dataRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
//premium data
if ($type == 2) {
if($is_placement == true){$columnLetterForPremium = "B";}else{$columnLetterForPremium = "B";}
$rowNumber += 2;
// Add premium data
// dd($data);
// $labelArray = ["Premium", "GST (%)", "GST Amount (₹)", "Total"];
$labelArray = ["Premium", "GST Amount (₹)", "Total"];
$premiumData = $data['premium_data']['data'];
// dd($premiumData);
// $premium = [$labelArray[0]];
// $gst = [$labelArray[1]];
// $gstAmt = [$labelArray[1]];
// $total = [$labelArray[2]];
// if($is_placement == true){
$premium[] = $labelArray[0];
$gstAmt[] = $labelArray[1];
$total[] = $labelArray[2];
// }
foreach ($premiumData as $proposal => $insurers) {
if ($proposal != 'Particulars') {
foreach ($insurers as $insurer => $values) {
if($insurer == 'Quote Asked'){
// $premium[] = count($insurers ?? []) > 1 ? $labelArray[0] : "";
// $gst[] = "";
// $gstAmt[] = count($insurers ?? []) > 1 ? $labelArray[1] : "";
// $total[] = count($insurers ?? []) > 1 ? $labelArray[2] : "";
}else{
$premium[] = formatIndianCurrency($values[$labelArray[0]]);
// $gst[] = $values[$labelArray[1]];
$gstAmt[] = formatIndianCurrency($values[$labelArray[1]]);
$total[] = formatIndianCurrency($values[$labelArray[2]]);
}
}
}
}
// dd([$premium, $gstAmt, $total]); die;
foreach ([$premium, $gstAmt, $total] as $index => $rowData) {
$columnLetter = $columnLetterForPremium;
foreach ($rowData as $key => $value) {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $value);
if (in_array($value, $labelArray)) {
$sheet->getStyle("{$columnLetter}{$rowNumber}")->applyFromArray(['font' => ['bold' => true,],]);
}
$columnLetter++;
}
$rowNumber++;
}
if ($is_placement == true) {
$prevColumn3 = $this->getPreviousColumn($columnLetter);
} else {
$prevColumn3 = $this->getPreviousColumn($columnLetter, 2);
}
$premiumRange = $columnLetterForPremium . ($rowNumber - 3) . ":" . "{$prevColumn3}" . ($rowNumber - 1);
// dd($prevColumn3, $premiumRange, $this->getPreviousColumn($columnLetter, 2), $columnLetter, $rowNumber);
$sheet->getStyle($premiumRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
}
//set imgage and align the row and column
if ($type == 2) {
if ($is_placement == true) {
$columnLetter_img = $this->getPreviousColumn($columnLetter);
} else {
$columnLetter_img = $this->getPreviousColumn($columnLetter, 2);
}
} else {
$columnLetter_img = $this->getPreviousColumn($columnLetter);
}
$company_name = $this->getPreviousColumn($columnLetter_img);
$mergeRange1 = "A1:{$company_name}1";
$sheet->mergeCells($mergeRange1);
$rowCount = count($lead_data);
for ($i = 2; $i <= $rowCount + 1; $i++) {
$mergeRange1 = "C{$i}:{$columnLetter_img}{$i}";
$sheet->mergeCells($mergeRange1);
$sheet->getStyle($mergeRange1)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
}
$sheet->getColumnDimension($columnLetter_img)->setWidth(35);
$sheet->getRowDimension(1)->setRowHeight(50); // Adjust as needed
$drawing = new Drawing();
$path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
$drawing->setPath($path);
$drawing->setCoordinates("{$columnLetter_img}1"); // Set position in column B
$drawing->setHeight(35); // Adjust image
$offsetX = 35;
$drawing->setOffsetX($offsetX); // Adjust horizontal offset
$drawing->setOffsetY(10); // Adjust vertical offset
$drawing->setWorksheet($sheet);
//end
// Auto-size columns
// foreach ($sheet->getColumnIterator() as $column) {
// $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
// }
$dataRange = $sheet->calculateWorksheetDimension();
$sheet->getStyle($dataRange)->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER)->setVertical(Alignment::VERTICAL_CENTER)->setWrapText(true);
$sheet->getStyle('A1')->applyFromArray([
'alignment' => [
'wrapText' => false, // Disables text wrapping for A1
],
]);
// Apply border to the entire sheet
preg_match('/([A-Z]+)(\d+):([A-Z]+)(\d+)/', $dataRange, $matches);
if ($matches) {
$startColumn = $matches[1]; // A
$startRow = $matches[2]; // 1
$endColumn = $matches[3]; // G
$endRow = $matches[4]; // 75
// Convert column letter to index, reduce by 1, and convert back
$endColumnIndex = Coordinate::columnIndexFromString($endColumn) - 1;
$newEndColumn = Coordinate::stringFromColumnIndex($endColumnIndex);
// Generate the new range (e.g., "A1:F75" instead of "A1:G75")
$newDataRange = "{$startColumn}{$startRow}:{$newEndColumn}{$endRow}";
// $sheet->getStyle($newDataRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
}
$lastRow = count($lead_data) + 1;
$leadRange = "A1:{$columnLetter_img}{$lastRow}";
$sheet->getStyle($leadRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
// Set filename
$string = ($type == 2) ? ($is_placement == true ? 'Placement' : 'QCR') : 'RFQ';
$current_year = date('Y');
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
if (!empty($rfq_data['policy_end_date'])) {
$policy_expiry = strtotime($rfq_data['policy_end_date']);
$formatted_policy = date("d-m-Y", $policy_expiry);
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '(Due On ' . $formatted_policy . ')' . '.xlsx';
} else {
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '_' . '.xlsx';
}
//claim history new sheet;
if (!empty($rfq_data['fin_years_claims'])) {
$claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
if (!empty($claim_details['finyear'])) {
// Get headers dynamically
$headers = array_map(function ($key) {
return ucwords(str_replace('_', ' ', $key));
}, array_keys($claim_details['finyear'][0]));
$newSheet = new Worksheet($spreadsheet, 'Claims Experience');
$spreadsheet->addSheet($newSheet);
$spreadsheet->setActiveSheetIndexByName('Claims Experience');
$sheet = $spreadsheet->getActiveSheet();
// Set headers
$sheet->fromArray($headers, NULL, 'A1');
// Apply background color and bold style to headers
$headerCellRange = 'A1:' . chr(64 + count($headers)) . '1'; // e.g., A1:G1
$sheet->getStyle($headerCellRange)->getFont()->setBold(true);
$sheet->getStyle($headerCellRange)->getFill()->setFillType(Fill::FILL_SOLID)->getStartColor()->setRGB('ADD8E6');
// Add border to header
$sheet->getStyle($headerCellRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
// Fill data and apply borders
$row = 2;
foreach ($claim_details['finyear'] as $record) {
$col = 'A';
foreach ($record as $value) {
$label = ucwords(str_replace('_', ' ', ($value ?? "")));
$sheet->setCellValue($col . $row, $label);
$col++;
}
// Apply border to each data row
$sheet->getStyle('A' . $row . ':' . chr(64 + count($headers)) . $row)
->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
$row++;
}
// Auto-size all columns based on header count
for ($i = 0; $i < count($headers); $i++) {
$colLetter = chr(65 + $i); // 'A', 'B', etc.
$sheet->getColumnDimension($colLetter)->setAutoSize(true);
}
// Enable wrap text for all cells
$maxColLetter = chr(64 + count($headers)); // Last column letter
$sheet->getStyle("A2:{$maxColLetter}{$row}")->getAlignment()->setWrapText(true);
// Optional: center vertically for neatness
$sheet->getStyle("A2:{$maxColLetter}{$row}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
// Optional: Make row height auto (helps when wrap text is on)
for ($i = 2; $i < $row; $i++) {
$sheet->getRowDimension($i)->setRowHeight(-1);
}
}
}
// Save to temporary location
$uploadFilePath = WRITEPATH . 'tmp/' . $filename;
$writer = new Xlsx($spreadsheet);
$writer->save($uploadFilePath);
return [
'filePath' => $uploadFilePath,
'fileName' => $filename,
];
}
//Merge RFQ/QCR file with lead members file
public function mergeQuoteExcelFileWithMembersListExcelFile($lead_id, $type, $source_file_path)
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
if ($source_file_path && $rfq_data['file_name']) {
}
return true;
}
public function calculateMembersDemography($params, $returnType = null)
{
$lead_id = $params['lead_id'];
$lead_data = $this->leadsModel->find($lead_id);
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
if (!$lead_data) {
return ['status' => 'failed', 'message' => 'Lead data not found'];
}
if ($lead_data['file_name']) {
// $file_name_with_path = WRITEPATH . "/uploads/lead_files/NonPrintableCharacters.xlsx";
//check physical file
if (!file_exists($file_name_with_path)) {
//file not found update status and reason
$message = "Lead Physcial file not found";
// echo $message;
$this->myLogger->logme('error', ($message . ' for file ' . $file_name_with_path));
return ['status' => 'failed', 'message' => 'no physical file'];
}
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
//get members data
$members_sheet = $spreadsheet->getSheet(0);
$highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$uncleaned_members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
$members = ExcelSanitizeHelper::sanitizeArrayData($uncleaned_members);
//get age band data
$age_band_sheet = $spreadsheet->getSheet(1);
$highestRowAndColumn = $age_band_sheet->getHighestRowAndColumn();
$age_band_data = $age_band_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
//check age or dob column
$members_heading = $members[0];
$available_col = null;
$col_index = null;
if (in_array('age', array_map('strtolower', $members_heading))) {
$available_col = 'age';
$col_index = array_search('age', array_map('strtolower', $members_heading));
} elseif (in_array('dob', array_map('strtolower', $members_heading))) {
$available_col = 'dob';
$col_index = array_search('dob', array_map('strtolower', $members_heading));
}
if ($available_col == null) {
$message = 'No DOB or Age column ';
$this->myLogger->logme('error', ($message . $file_name_with_path));
return ['status' => 'failed', 'message' => $message];
}
try {
$classifiers = $this->getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index);
} catch (Exception $e) {
return ['status' => 'fail', 'message' => $e->getMessage()];
}
//for this to view the demography in the RFQ and QCR page to using internal
if($returnType == "internal"){
return ['data' => $classifiers];
// print_rr($classifiers); die;
}
try {
$result = $this->generateClassifierSpreadsheet($classifiers, WRITEPATH . 'uploads/lead_files/');
if ($result['success']) {
$this->myLogger->logme('error', "Spreadsheet generated successfully!");
echo "Location: " . $result['fullpath'] . "\n";
echo "Filename: " . $result['filename'] . "\n";
$filePaths = [
['file_path' => WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'], 'sheets' => [0, 1]],
['file_path' => WRITEPATH . '/uploads/lead_files/' . $result['filename'], 'sheets' => []],
];
$outputPath = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
$result_merge = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
if ($result_merge) {
// Call the delete function after the file is successfully created
$deleteResponse = $this->deleteGeneratedFile($result['fullpath']);
// Add delete message to response
$response['deleteMessage'] = $deleteResponse['message'];
return ['status' => 'success', 'message' => 'Member_Data Merged Suceesfully'];
}
} else {
echo "Error generating spreadsheet: " . $result['error'];
}
} catch (Exception $e) {
echo "Error: " . $e->getMessage();
return ['status' => 'fail', 'message' => $e->getMessage()];
}
} else {
$this->myLogger->logme('error', (' no file found ' . $file_name_with_path));
return ['status' => 'failed', 'message' => 'no file found'];
}
}
public function getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index)
{
$first_loop = 0;
// $col_index_si = array_search('si enhancement', array_map('strtolower', $members_heading));
$col_index_si = array_search('si', array_map('strtolower', $members_heading));
$col_index_relationship = array_search('relationship', array_map('strtolower', $members_heading));
$relations = [];
$si_amt = ['general']; // Initialize with 'general' as per first loop condition
// First pass - collect unique relations and SI amounts
foreach ($members as $member) {
if ($first_loop == 0) {
$first_loop++;
continue;
}
if ($member == null) {
continue;
}
if (!in_array($member[$col_index_relationship], $relations) && $member[$col_index_relationship] != null) {
$relations[] = $member[$col_index_relationship];
}
if (!in_array($member[$col_index_si], $si_amt) && $member[$col_index_si] != null) {
$si_amt[] = $member[$col_index_si];
}
}
// Initialize classifier array
$classifiers = [];
foreach ($si_amt as $si) {
$classifiers[$si] = [];
// Initialize relation counts including Grand Total row
foreach ($relations as $relation) {
$classifiers[$si][$relation] = [];
foreach ($age_band_data as $age_bands) {
foreach ($age_bands as $age_interval) {
$classifiers[$si][$relation][$age_interval] = 0;
}
}
// Add Grand Total column for each relation echo('test passed 3.5');
$classifiers[$si][$relation]['Grand Total'] = 0;
}
// Initialize Grand Total row
$classifiers[$si]['Grand Total'] = [];
foreach ($age_band_data as $age_bands) {
foreach ($age_bands as $age_interval) {
$classifiers[$si]['Grand Total'][$age_interval] = 0;
}
}
// Add grand total of grand totals
$classifiers[$si]['Grand Total']['Grand Total'] = 0;
}
// Process members and count them
foreach ($members as $member) {
if ($first_loop == 0) {
$first_loop++;
continue;
}
// Get age
$age = $this->getAge($available_col, $member, $col_index);
$relation = $member[$col_index_relationship];
$member_si = $member[$col_index_si];
// Find the correct age band (only once per member)
$found_band = false;
foreach ($age_band_data as $age_bands) {
if ($found_band) break;
foreach ($age_bands as $age_band) {
//get Min and Max Age
list($min_age, $max_age) = $this->getAgeRange($age_band);
// If age fits in this band
if ($age >= $min_age && $age <= $max_age) {
// Update counts for general category
if (isset($classifiers['general'][$relation][$age_band])) {
// Increment count for specific relation and age band
$classifiers['general'][$relation][$age_band]++;
// Update row total (Grand Total column)
$classifiers['general'][$relation]['Grand Total']++;
// Update column total (Grand Total row)
$classifiers['general']['Grand Total'][$age_band]++;
// Update grand total of grand totals
$classifiers['general']['Grand Total']['Grand Total']++;
}
// Update counts for specific SI category
if (isset($classifiers[$member_si][$relation][$age_band])) {
// Increment count for specific relation and age band
$classifiers[$member_si][$relation][$age_band]++;
// Update row total (Grand Total column)
$classifiers[$member_si][$relation]['Grand Total']++;
// Update column total (Grand Total row)
$classifiers[$member_si]['Grand Total'][$age_band]++;
// Update grand total of grand totals
$classifiers[$member_si]['Grand Total']['Grand Total']++;
}
$found_band = true;
break;
}
}
}
}
return $classifiers;
}
public function generateClassifierSpreadsheet($classifiers, $outputDir = 'exports')
{
if (!file_exists($outputDir)) {
if (!mkdir($outputDir, 0755, true)) {
throw new Exception("Failed to create directory: $outputDir");
}
}
// Check if directory is writable
if (!is_writable($outputDir)) {
throw new Exception("Directory is not writable: $outputDir");
}
// Generate unique filename
$timestamp = date('Y-m-d_His');
$filename = "member_classification_{$timestamp}.xlsx";
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
// Check if file already exists (shouldn't happen with timestamp, but just in case)
if (file_exists($filepath)) {
$counter = 1;
while (file_exists($outputDir . DIRECTORY_SEPARATOR . "member_classification_{$timestamp}_{$counter}.xlsx")) {
$counter++;
}
$filename = "member_classification_{$timestamp}_{$counter}.xlsx";
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
}
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
$sheet->setTitle('Demography_Data');
// Get all age bands
$age_bands = array_keys(reset($classifiers['general']));
array_pop($age_bands); // Remove 'Grand Total'
$age_bands[] = 'Grand Total'; // Add it back at the end
$currentRow = 5; // Start from row 5 to match the example
// Function to write section data
$writeSectionData = function ($data, $sheet, &$currentRow, $si_type) use ($age_bands) {
// Add section header for the SI type
$sheet->setCellValue('B' . $currentRow, strtoupper($si_type));
// Style section header
$sheet->getStyle('B' . $currentRow)->applyFromArray([
'font' => ['bold' => true, 'size' => 14],
'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER],
]);
$currentRow++; // Move to the next row after the section header
// Set headers for the data table
$sheet->setCellValue('B' . $currentRow, 'Relationship');
$col = 'C';
foreach ($age_bands as $band) {
$sheet->setCellValue($col . $currentRow, $band);
$col++;
}
// Style headers
$lastCol = chr(ord('B') + count($age_bands));
$headerRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($headerRange)->applyFromArray([
'font' => ['bold' => true],
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow++;
// Write data rows
foreach ($data as $relation => $values) {
if ($relation !== 'Grand Total') {
$sheet->setCellValue('B' . $currentRow, $relation);
$col = 'C';
foreach ($age_bands as $band) {
$value = $values[$band] ?: ''; // Convert 0 to empty string
$sheet->setCellValue($col . $currentRow, $value);
$col++;
}
// Style data row
$dataRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($dataRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow++;
}
}
// Add Grand Total row
$sheet->setCellValue('B' . $currentRow, 'Grand Total');
$col = 'C';
foreach ($age_bands as $band) {
$sheet->setCellValue($col . $currentRow, $data['Grand Total'][$band]);
$col++;
}
// Style Grand Total row
$totalRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($totalRange)->applyFromArray([
'font' => ['bold' => true],
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'F2F2F2'],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow += 3; // Add gap after each section
};
// Write each SI section with gaps
foreach ($classifiers as $si_type => $data) {
$writeSectionData($data, $sheet, $currentRow, $si_type);
}
// Auto-size columns
foreach (range('B', chr(ord('B') + count($age_bands))) as $col) {
$sheet->getColumnDimension($col)->setAutoSize(true);
}
// Create Excel file
try {
// Create Excel file
$writer = new Xlsx($spreadsheet);
$writer->save($filepath);
// Verify file was created successfully
if (!file_exists($filepath)) {
throw new Exception("Failed to create file: $filepath");
}
// Return the file info after creation
$response = [
'success' => true,
'filepath' => $filepath,
'filename' => $filename,
'fullpath' => realpath($filepath)
];
return $response;
} catch (Exception $e) {
return [
'success' => false,
'error' => $e->getMessage()
];
}
}
// Function to delete generated file
public function deleteGeneratedFile($filePath)
{
try {
if (file_exists($filePath)) {
unlink($filePath); // Delete the file
return [
'success' => true,
'message' => "File deleted successfully"
];
} else {
return [
'success' => false,
'message' => "File does not exist"
];
}
} catch (Exception $e) {
return [
'success' => false,
'error' => $e->getMessage()
];
}
}
public function getAge($available_col, $member, $col_index)
{
if ($available_col == 'age') {
$age = $member[$col_index];
} else {
$dob = $member[$col_index];
if ($dob == 'DOB') {
return;
}
$dobDate = \DateTime::createFromFormat('d-M-Y', $dob);
$currentDate = new \DateTime();
if ($dobDate == false) {
$this->myLogger->logme('error', $dob . 'is not valid');
return;
}
$age = $currentDate->diff($dobDate)->y;
}
return $age;
}
public function getAgeRange($age_band)
{
$age_band = trim($age_band);
// Parse age range
if (strpos($age_band, '-') === false) {
$min_age = (int)filter_var($age_band, FILTER_SANITIZE_NUMBER_INT);
$max_age = PHP_INT_MAX;
} else {
$parts = explode("-", $age_band);
$min_age = (int)$parts[0];
$max_age = (int)$parts[1];
}
return array($min_age, $max_age);
}
//this funciton for send mail to insurer and client with either RFQ/QCR
public function sendMailWithAttachement()
{
helper('excel_util_helper');
helper('MailHelper');
helper('ExcelMergeHelper');
$params = $this->request->getPost();
// print_r($params); die;
$lead_id = $params['lead_id'];
$file_type = $params['file_type']; //rfq or qcr
$recipient_type = $params['recipient_type']; //insurer or client or internal or placement
$recipient_mail = $params['recipient_mail']; // - only primary key of contacts
$recipient_mail = json_decode($params['recipient_mail'], true); // - only primary key of contacts
$propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
$mail_content = $params['mail_content'];
$mail_subject = $params['subject'];
$attachment_file_ids = $params['selected_attachment_files'];
$from_mail = getenv('email.fromEmail');
if (in_array($recipient_type, ['placement', 'insurer', 'internal'])) {
$from_mail = "im@nhanceindia.in";
} else if (in_array($recipient_type, ['client'])) {
$from_mail = "bs@nhanceindia.in";
}
if ($recipient_type === 'placement') {
$lead_data = $this->leadsModel->find($lead_id);
$data = [];
if (!empty($params['policy_start_date'])) {
$converted_start = change_date_format($params['policy_start_date']); // converts to Y-m-d
if ($converted_start !== $lead_data['policy_start_date']) {
$data['policy_start_date'] = $converted_start;
}
}
if (!empty($params['policy_end_date'])) {
$converted_end = change_date_format($params['policy_end_date']); // converts to Y-m-d
if ($converted_end !== $lead_data['policy_end_date']) {
$data['policy_end_date'] = $converted_end;
}
}
if (!empty($data)) {
$this->leadsModel->update($lead_id, $data);
}
}
$result_data = [];
// dd($recipient_mail);
if ($recipient_type == 'insurer' && (!is_array($recipient_mail) || count($recipient_mail) == 0)) {
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
}
// dd();
//gather lead info
$lead_data = $this->leadsModel
->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->where('leads.id', $lead_id)
->first();
// log_message('error', 'Lead Data' . json_encode($lead_data));
// print_r($lead_data ); die;
$cc_mails = [];
$bcc_mails = [];
//get CC Mails
if ($recipient_type == 'internal' || $recipient_type == 'insurer' || $recipient_type == 'client') {
$cc_data = isset($params['cc']) ? $params['cc'] : "";
$param_cc_mail = json_decode($cc_data, true);
if (isset($param_cc_mail) && is_array($param_cc_mail) && count($param_cc_mail) > 0) {
// Fetch user data where ID is in the param_cc_mail array
$userData = $this->userModel
->where('is_active', 1)
->whereIn('id', $param_cc_mail)
->findAll();
// print_r($userData); die;
// Extract emails from the fetched user data
$cc_mails = array_column($userData, 'email');
// print_r(json_encode($cc_mails)); die;
// If no emails were found, return an error response
// if (empty($cc_mails)) {
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
// }
} else {
// Handle case where param_cc_mail is not valid
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
}
} else if ($recipient_type == 'placement') {
$cc_mails = isset($params['cc']) ? json_decode($params['cc'], true) : "";
}
//get BCC Mails
if ($recipient_type == 'insurer' || $recipient_type == 'client') {
$bcc_data = isset($params['bcc']) ? $params['bcc'] : "";
$param_bcc_mail = json_decode($bcc_data, true);
if (isset($param_bcc_mail) && is_array($param_bcc_mail) && count($param_bcc_mail) > 0) {
// Fetch user data where ID is in the param_cc_mail array
$userData = $this->userModel
->where('is_active', 1)
->whereIn('id', $param_bcc_mail)
->findAll();
// print_r($userData); die;
// Extract emails from the fetched user data
$bcc_mails = array_column($userData, 'email');
// print_r(json_encode($cc_mails)); die;
// If no emails were found, return an error response
// if (empty($cc_mails)) {
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
// }
} else {
// Handle case where param_cc_mail is not valid
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
}
}
if ($recipient_type == 'client' && ($lead_data['contact_person_email'] == '' || $lead_data['contact_person_email'] == null)) {
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
}
// dd($lead_data);
$reply_to = $lead_data['created_person_email'] ?? "";
//get file path to attach
if ($lead_data["lead_form_type"] == 2) {
$file_info = $this->constructNonEbExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
} else {
$file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
}
// $file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
log_message('error', 'File Info' . json_encode($file_info));
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
$temp_file_path = $file_info['filePath'];
$temp_file_name = $file_info['fileName'];
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
if ($lead_file_path) {
$filePaths = [
['file_path' => $temp_file_path, 'sheets' => []],
['file_path' => $lead_file_path, 'sheets' => []]
];
$outputPath = dirname($temp_file_path) . '/' . $temp_file_name;
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
// print_rr($result);
}
} else {
$result = $file_info['filePath'];
// return $this->respond(['status' => 'fail', 'code' => 200, 'messgae' => 'File Not Found'], 200);
}
// print_rr($result); die;
// print_rr($file_info);
// $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
// $file_name = $file_type.'.xlsx';
// !dd($file_info);
$file_path = $result;
$file_name = basename($result);
// Attacments part
$attachments = [['fileName' => $file_name, 'filePath' => $file_path]];
$other_attachments = $this->handleMultiFileAttachments($attachment_file_ids, $lead_id);
$attachments = array_merge($attachments, $other_attachments);
// print_r($attachments); die;
//get recipient address
if ($recipient_type == 'insurer' || $recipient_type == 'placement') {
$recipient_data = $this->levelContactModel
->where(['contact_type' => 'insurer', 'is_active' => 1])
->whereIn('id', $recipient_mail)
->findAll();
} else if ($recipient_type == 'client') {
$mailIDS = explode(',', $params['contact_mail']);
$recipient_data = [];
foreach ($mailIDS as $mail) {
$recipient_data[] = ['name' => $lead_data['contact_person_name'], 'email' => $mail];
}
} else {
$recipient_data = [['name' => "Team", 'email' => $params['to']]];
}
// print_r($recipient_data); die;
$subject = $file_type == 'rfq' ? 'Request for Quotation from ' . $lead_data['client_name'] . ' for ' . $lead_data['policy_type'] : 'Quotation Comparison Report for ' . $lead_data['policy_type'];
$original_message = 'Request for Quotation (RFQ)
Dear {{RECIPIENT_NAME}},
We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.
RFQ Details
| Client name | {{CLIENT_NAME}} |
|---|
| Coverage Type | {{POLICY_LONG_NAME}} |
|---|
| Policy Start Date | {{POLICY_START_DATE}} |
|---|
| Policy Duration | {{DURATION}} |
|---|
Please note: Additional terms and details are included in the attachment for your reference.
Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.
Best regards,
Nhance India Pvt Ltd
© Nhance India Pvt Ltd. All rights reserved.
{$category}
";
$html .= "";
// Table header with light background
$html .= "";
$html .= "| Relation | ";
foreach ($allColumns as $col) {
$html .= "{$col} | ";
}
$html .= "
";
// Table rows with clean styling
foreach ($records as $relation => $ages) {
$html .= "";
$html .= "| {$relation} | ";
foreach ($allColumns as $col) {
$value = isset($ages[$col]) ? $ages[$col] : "-";
$html .= "{$value} | ";
}
$html .= "
";
}
$html .= "
";
}
}
return $html;
}
}