nhance/app/Helpers/DepositHelper.php

<?php
// File: App\Helpers\DepositHelper.php

namespace App\Helpers;

use App\Models\ClientDepositModel;
use App\Models\CDMasterModel;

class DepositHelper
{
    /**
     * Calculate the new balance based on the transaction type.
     *
     * @param float $lastBalance The last known balance.
     * @param float $amount The transaction amount.
     * @param string $transactionType The transaction type.
     *
     * @return float The new balance.
     */
    public static function calculateBalance(float $lastBalance, float $amount, string $transactionType): float
    {
        return ($transactionType === 'Credit') ? $lastBalance + $amount : $lastBalance - $amount;
    }

    /**
     * Save a deposit transaction.
     *
     * @param array $data The transaction data.
     * @param float $newBalance The new balance.
     *
     * @return array The response array.
     */
    public static function saveDeposit(array $data, int $loggedInUserID): array
    {

        log_message("error", 'saveDeposit function called '. json_encode($data));

        // Retrieve the last known balance
        $lastBalance = self::calculateLastBalance($data['client_id'], $data['insurer_id'], $data['cd_ac_no'], $data['cd_ac_pk'] ?? null);

        // Calculate the new balance based on the transaction type
        $newBalance = self::calculateBalance(
            $lastBalance,
            (float)$data['amount'],
            $data['transaction_type'] ?: 'Credit'
        );

        // Insert data into cash_deposit table
        $model = new ClientDepositModel();

        // Insert data into the cash_deposit table
        $insertData = [
            'amount' => $data['amount'],
            'sub_type' => $data['sub_type_id'],
            'client_id' => $data['client_id'],
            'client_policy_id' => $data['client_policy_id'] ?? 0,
            'cd_ac_no' => $data['cd_ac_no'],
            'endorsement_no' => $data['endorsement_no'],
            'insurer_id' => $data['insurer_id'],
            'unit' => $data['unit'] ?? null,
            'description' => $data['description'] ?? null,
            'event_name' => $data['event_name'] ?? null,
            'transaction_type' => $data['transaction_type'],
            'is_active' => 1,
            'created_by' => $loggedInUserID,
            '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,
            'policy_transaction_id' => $data['pt_id'] ?? null,
            'file_id' => $data['file_id'] ?? null,
        ];

        // Insert data and get the insert ID
        $insertId = $model->insert($insertData);

        // Return the response
        if ($insertId) {
            if (($data['transaction_type'] ?? 'Credit') !== 'Credit') {
                $cdAcPk = self::resolveCdAcPk($data);
                CdLowBalanceAlertHelper::triggerAfterBalanceReduction($cdAcPk, $newBalance);
            }

            return [
                'success' => true,
                'message' => 'Transaction saved successfully',
                'insert_id' => $insertId,
            ];
        } else {
            return [
                'success' => false,
                'message' => 'Failed to save transaction',
            ];
        }
    }
   /**
     * Calculate the last balance based on client and insurer ID.
     *
     * @param int $clientId The client ID.
     * @param int $insurerId The insurer ID.
     *
     * @return float The last known balance.
     */
    public static function calculateLastBalance(int $clientId, int $insurerId, $cd_ac_no, $cd_ac_pk): float
    {
        $model = new ClientDepositModel();

        // $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE client_id = ? AND insurer_id = ? ORDER BY created_at DESC LIMIT 1";
        // $getLastBalanceParams = [$clientId, $insurerId];

        if(empty($cd_ac_pk)){
            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY id DESC LIMIT 1";
            $getLastBalanceParams = [$cd_ac_no];
        }else{
            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_pk = ? AND is_active = 1 ORDER BY id DESC LIMIT 1";
            $getLastBalanceParams = [$cd_ac_pk];
        }


        $lastBalance = $model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->balance ?? 0;

        // if(empty($lastBalance) && $lastBalance == null){

        //     $cd_model = new ClientDepositModel();

        //     $getLastBalanceQuery = "SELECT opening_bal FROM cd_master WHERE client_id = ? AND insurer_id = ? AND cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
        //     $getLastBalanceParams = [$clientId, $insurerId, $cd_ac_no];
    
        //     $lastBalance = $cd_model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->opening_bal ?? 0;
        // }

        return $lastBalance;
    }

    private static function resolveCdAcPk(array $data): ?int
    {
        if (! empty($data['cd_ac_pk'])) {
            return (int) $data['cd_ac_pk'];
        }

        if (empty($data['cd_ac_no'])) {
            return null;
        }

        $cdMaster = (new CDMasterModel())
            ->where('cd_ac_no', $data['cd_ac_no'])
            ->where('is_active', 1)
            ->first();

        return $cdMaster ? (int) $cdMaster['id'] : null;
    }
}

?>