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nhance/app/Controllers/PolicyTransactionController.php

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<?php
namespace App\Controllers;
use App\Controllers\BaseController;
use App\Controllers\GoogleDriveController;
use App\Helpers\DepositHelper;
use CodeIgniter\API\ResponseTrait;
use App\Models\PolicyTransactionModel;
use App\Models\PolicyTransactionStatusModel;
use App\Models\ClientModel;
use App\Models\ClientBranchModel;
use App\Models\ClientDepositModel;
use App\Models\ClientPolicyModel;
use App\Models\PolicyTypeModel;
use App\Models\InsurerBranchModel;
use App\Models\InsurerModel;
use App\Models\KYCEntityTypeModel;
use App\Models\ClientKYCDocsModel;
use App\Models\TPABranchModel;
use App\Models\TPAModel;
use App\Models\PTFileModel;
use App\Models\PTCOShareDetailsModel;
use App\Models\EmployeeModel;
use App\Models\UserTeamsModel;
use App\Models\UserModel;
use App\Models\EmployeePolicyModel;
use App\Models\InsurerStatements;
use App\Models\InvPaymentDetailsModel;
use App\Models\BatchFileModel;
use App\Models\FileModel;
use App\Models\COShareStmtDetailsModel;
use Kint;
class PolicyTransactionController extends BaseController
{
use ResponseTrait;
protected $myLogger;
protected $policyTransactionModel;
protected $policyTransactionStatusModel;
protected $clientModel;
protected $clientPolicyModel;
protected $clientBranchModel;
protected $clientDepositModel;
protected $policyTypeModel;
protected $insurerBranchModel;
protected $insurerModel;
protected $kycEntityTypeModel;
protected $clientKYCDocsModel;
protected $tpaBranchModel;
protected $tpaModel;
protected $PTFileModel;
protected $PTCOShareDetailsModel;
protected $employeeModel;
protected $userTeamsModel;
protected $userModel;
protected $employeePolicyModel;
protected $insurerStatements;
protected $invoiceStatus;
protected $invPaymentDetailsModel;
protected $batchFileModel;
protected $filesModel;
protected $coShareStmtDetailsModel;
public function __construct()
{
set_session_context('Policy Tranction');
$this->myLogger = \Config\Services::mylogger();
$this->clientModel = new ClientModel();
$this->clientBranchModel = new ClientBranchModel();
$this->policyTypeModel = new PolicyTypeModel();
$this->clientDepositModel = new ClientDepositModel();
$this->clientPolicyModel = new ClientPolicyModel();
$this->insurerBranchModel = new InsurerBranchModel();
$this->insurerModel = new InsurerModel();
$this->policyTransactionModel = new PolicyTransactionModel();
$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
$this->kycEntityTypeModel = new KYCEntityTypeModel();
$this->clientKYCDocsModel = new ClientKYCDocsModel();
$this->tpaBranchModel = new TPABranchModel();
$this->tpaModel = new TPAModel();
$this->PTFileModel = new PTFileModel();
$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
$this->employeeModel = new EmployeeModel();
$this->userTeamsModel = new UserTeamsModel();
$this->userModel = new UserModel();
$this->employeePolicyModel = new EmployeePolicyModel();
$this->insurerStatements = new InsurerStatements();
$this->invPaymentDetailsModel = new InvPaymentDetailsModel();
$this->batchFileModel = new BatchFileModel();
$this->filesModel = new FileModel();
$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
$this->invoiceStatus = [
'pending' => 'Pending',
'generated' => 'Generated',
'sent' => 'Sent',
'payment_received' => 'Payment<br> Received',
];
}
// Policy Transaction Inception
public function viewInception()
{
$data['page_name'] = 'Policy';
// Static arrays for dropdowns
$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'] = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
'insurer_pending' => 'Insurer Pending',
'co_insurer_pending' => 'Co-Insurer Pending',
'tpa_pending' => 'TPA Pending',
'validated' => 'Validated',
'cancelled' => 'Cancelled',
'instalment_pending' => 'Instalment Pending',
'completed' => 'Completed',
'lost' => 'Lost',
];
$data['invoice_status_array'] = [
'yet_to_generate' => 'Pending',
'generated' => 'Generated',
'send' => 'Sent',
'recived' => 'Payment Received',
];
$data['vehicle_type'] = [
'two_wheeler' => 'Two Wheeler',
'four_wheeler' => 'Four Wheeler',
'truck' => 'Truck',
'bus' => 'Bus',
'van' => 'Van',
'suv' => 'SUV',
'motorcycle' => 'Motorcycle',
'bicycle' => 'Bicycle'
];
$data['vehicle_des'] = [
'commercial' => 'Commercial',
'private' => 'Private',
];
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
];
// Filter data
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$status = $this->request->getGet('status');
// Handle null or empty values
$start_date = empty($start_date) ? 0 : $start_date;
$end_date = empty($end_date) ? 0 : $end_date;
$client_id = empty($client_id) ? 0 : $client_id;
$insurer_id = empty($insurer_id) ? 0 : $insurer_id;
$policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
$date_type = empty($date_type) ? 0 : $date_type;
$issuer = empty($issuer) ? 0 : $issuer;
$status = empty($status) ? 0 : $status; // Corrected from `$issuer`
if ($this->request->is('get')) {
// Fetch inception data list
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
$start_date,
$end_date,
$client_id,
$insurer_id,
$policy_type_id,
$date_type,
$issuer,
$status
);
}else{
$ids = $this->request->getPost('ids');
$ids = array_filter(explode(',', $ids));
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
$start_date = 0,
$end_date = 0,
$client_id = 0,
$insurer_id = 0,
$policy_type_id = 0,
$date_type = 0,
$issuer = 0,
$status = 0,
$ids
);
}
// Fetch additional data
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
$data['client_branch'] = $this->clientBranchModel->where('is_active', 1)->findAll();
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
// Fetch PP Teams Data
$data['ppTeamsData'] = $this->userModel
->where('is_active', 1)
->findAll();
// Fetch Sales Team
$data['salse_team'] = $this->userModel
->select('user_profiles.*')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
->where('user_teams.team_id', 5)
->where('user_teams.is_active', 1)
->where('user_profiles.is_active', 1)
->findAll();
// Fetch ACM
$data['ACM'] = $this->userModel
->where('role', 3) // Assuming `role` is in `user_profiles`
->where('is_active', 1)
->findAll();
// echo '<pre>';
// print_r($data['ppTeamsData']); die;
// dd($data);
// Load view
$this->loadLayout('policy_transaction_inception_list', $data);
}
// policy Transaction Create function start
public function createInceptionPolicy()
{
// print_r($this->request->getPost()); die;
$id = $this->request->getPost('id');
$data = $this->preparePolicyData();
$data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
// print_r($this->request->getPost()); die;
if (!$id) {
return $this->insertInceptionPolicy($data);
} else {
return $this->updateInceptionPolicy($id, $data);
}
}
private function preparePolicyData()
{
$data = $this->request->getPost();
// print_r($data); die;
// var_dump($data); die;
if (empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = null;
}
if (empty($data['policy_start_date'])) {
$data['policy_start_date'] = null;
}
if (empty($data['policy_end_date'])) {
$data['policy_end_date'] = null;
}
if (empty($data['renewal_date'])) {
$data['renewal_date'] = null;
}
if (empty($data['rollover_date'])) {
$data['rollover_date'] = null;
}
if (empty($data['last_action_date'])) {
$data['last_action_date'] = null;
} else {
$data['last_action_date'] = change_date_format($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('-', $data['insurer_id']);
if (isset($data['tpa']) && !empty($data['tpa'])) {
list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
}
}
$data['tsi'] = generate_tsi_code($data['issue_type']);
$data['action_type'] = 'inception';
if (!isset($data['co_share'])) {
$data['co_share'] = 0;
} elseif ($data['co_share']) {
$data['co_share'] = 1;
}
if (!isset($data['bro_payable_by'])) {
$data['bro_payable_by'] = 0;
} elseif ($data['bro_payable_by']) {
$data['bro_payable_by'] = 1;
}
if (!isset($data['same_as_proposer'])) {
$data['same_as_proposer'] = 0;
} elseif ($data['same_as_proposer']) {
$data['same_as_proposer'] = 1;
}
if (!isset($data['policy_with_corr'])) {
$data['policy_with_corr'] = 0;
} elseif ($data['policy_with_corr']) {
$data['policy_with_corr'] = 1;
}
if (!isset($data['is_cd_reduce_from_bds'])) {
$data['is_cd_reduce_from_bds'] = 0;
} elseif ($data['is_cd_reduce_from_bds']) {
$data['is_cd_reduce_from_bds'] = 1;
}
if ($data['ct_type'] == "") {
$data['ct_type'] = 1;
}
// $month = '01-'.(string)$this->request->getPost('month');
// $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
// Determine $is_addon value
$data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 : (in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && isset($data['base_policy']) ? 3 : 1));
// print_r($data); die;
return $data;
}
private function insertInceptionPolicy($data)
{
// print_r($data); die;
$insert = $this->policyTransactionModel->insert($data);
if ($insert) {
$this->insertTransactionStatus($insert, $data, 1);
$emp_data = $this->processInsertIndividualMemberInEmpTable($data);
if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
$pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
if ($data['ct_type'] == 2) {
$client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
$this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
$emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
$this->processCompletedStatus($data, $client_policy_id, $data['insurer_id']);
}
}
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $insert)->where('is_active', 1)->findAll();
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
$data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
$data['entity_type_id'] = $client_data['entity_type_id'];
return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
}
return $this->respondError("Failed to create policy transaction");
}
private function updateInceptionPolicy($id, $data)
{
// print_r($data); die;
if ($this->policyTransactionModel->update($id, $data)) {
$this->insertTransactionStatus($id, $data, 1);
$emp_data = $this->processInsertIndividualMemberInEmpTable($data);
if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
$this->insertOrUpdateCoShareDetails($data, $id);
if ($data['ct_type'] == 1) {
$this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);
}
if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
if ($data['ct_type'] == 2) {
$client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
$this->policyTransactionModel->update($id, ['client_policy_id' => $client_policy_id]);
$this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
}
} else {
if (isset($data['emp_policy_id']) && !empty($data['emp_policy_id'][0])) {
$this->InsertIndividualEmpPolicyTable($emp_data, $data['client_policy_id']);
}
}
if ($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']);
}
}
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
$data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
$data['entity_type_id'] = $client_data['entity_type_id'];
return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
}
return $this->respondError("Failed to update policy transaction");
}
private function insertOrUpdateCoShareDetails($data, $pt_id)
{
// 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'], $pt_id);
}
if (isset($data['follow_insurer_id'])) {
foreach ($data['follow_insurer_id'] as $index => $insurer) {
// Separate the insurer and insurer branch
if (isset($insurer) && !empty($insurer)) {
list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
} else {
$insurer_branch_id = null;
$insurer_id = null;
}
// Prepare each co-share detail entry
$coShareDetails[] = [
'pt_id' => $pt_id,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'co_share_type' => $data['co_share_type'][$index] ?? 1,
'co_share_per' => $data['co_share_per'][$index] ?? 0,
'bp_amt' => $data['base_premium'][$index] ?? 0,
'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
'bp_igst' => $data['igst'][$index] ?? 0,
'bp_sgst' => $data['sgst'][$index] ?? 0,
'bp_cgst' => $data['cgst'][$index] ?? 0,
'tp_amt' => $data['tp_premium'][$index] ?? 0,
'tep_amt' => $data['ter_premium'][$index] ?? 0,
'cotp_amt' => $data['co_tp_premium'][$index] ?? 0,
'cotep_amt' => $data['co_ter_premium'][$index] ?? 0,
'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
'exp_amt' => $data['exp_amt'][$index] ?? 0,
'amount' => $data['total'][$index] ?? 0,
'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
'cop_amt' => $data['co_premium'][$index] ?? 0,
'variance' => $data['variance'][$index] ?? 0,
'reward' => $data['reward'][$index] ?? null,
'created_by' => get_session_userid() ?? null,
'updated_by' => get_session_userid() ?? null,
'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
'follower_policy_no' => $data['follower_policy_no'][$index] ?? null,
'non_comm_per_amt' => $data['non_comm_per_amt'][$index] ?? null,
];
}
// print_r($pt_id);
// print_r($coShareDetails);
// die;
// Separate data into insert and update batches
$insertData = array_filter($coShareDetails, function ($detail) {
return empty($detail['id']); // Only insert new records
});
$updateData = array_filter($coShareDetails, function ($detail) {
return !empty($detail['id']); // Only update existing records
});
// Insert new records
if (!empty($insertData)) {
$this->PTCOShareDetailsModel->insertBatch($insertData);
}
// Update existing records
if (!empty($updateData)) {
$this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
}
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
// print_r($coShareDetails);
// die;
return true;
}
// print_r($data);
// die;
}
private function prepareClientPolicyInsertData($data)
{
return [
'client_id' => $data['client_id'] ?? null,
'insurer_id' => $data['insurer_id'] ?? null,
'insurer_branch_id' => $data['insurer_branch_id'] ?? null,
'tpa_id' => $data['tpa_id'] ?? null,
'tpa_branch_id' => $data['tpa_branch_id'] ?? null,
'policy_type_id' => $data['policy_type_id'] ?? null,
'policy_start_date' => $data['policy_start_date'] ?? null,
'policy_end_date' => $data['policy_end_date'] ?? null,
'policy_status' => 1,
'is_addon' => $data['is_addon'] ?? null,
'base_policy' => $data['base_policy'] ?? 0,
'created_by' => get_session_userid(),
'policy_no' => $data['policy_no'] ?? null,
'client_branch_id' => $data['client_branch_id'] ?? 0,
'cd_ac_pk' => $data['cd_ac_no'] ?? null,
'gst' => 18,
];
}
private function insertTransactionStatus($policyTranId, $data, $statusType)
{
$statusData = [
'policy_tran_id' => $policyTranId,
'status' => $data['status'],
'last_action_date' => $data['last_action_date'],
'status_type' => $statusType,
'created_by' => get_session_userid(),
];
$this->policyTransactionStatusModel->insert($statusData);
}
private function processCompletedStatus($data, $client_policy_id, $insurer_id)
{
$totalAmount = (int)$data['total'][0] ?? 0;
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
$cdTransactionData = [
'amount' => $totalAmount,
'sub_type_id' => 4,
'client_id' => $data['client_id'],
'client_policy_id' => $client_policy_id ?? 0,
'endorsement_no' => null,
'cd_ac_no' => $data['cd_ac_no'] ?? null,
'insurer_id' => $insurer_id,
'description' => $description,
'transaction_type' => 'Debit',
'updated_by' => get_session_userid(),
'event_name' => 'inception',
'is_active' => 1,
'cd_ac_pk' => $data['cd_ac_pk']
];
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
}
private function processInsertIndividualMemberInEmpTable($data)
{
// print_r($data);
if (isset($data['family_name']) && !empty($data['family_name'])) {
$emp_data = [];
$emp_ids = [];
$random_code = generateRandomCode(); // Generate random code once
foreach ($data['family_name'] as $index => $val) {
// Determine the gender based on the relationship
$relationship = $data['relationship'][$index] ?? '';
$gender = 'M'; // Default to Male
// Set gender based on relationship
if (in_array($relationship, ['Mother', 'Daughter', 'Mother in law', 'Spouse'])) {
$gender = 'F';
}
$emp_data[] = [
'client_id' => $data['client_id'] ?? 0,
'client_branch_id' => $data['client_branch_id'] ?? 0,
'name' => $val,
'relationship' => $relationship,
'gender' => $gender,
'emp_status' => 'active',
'created_by' => get_session_userid(),
'emp_code' => $random_code, // Use the same random code for all
'id' => $data['emp_id'][$index] ?? null
];
$emp_ids[] = $data['emp_id'][$index] ?? 0;
}
// print_r($emp_data); die;
// Separate data into insert and update batches
$insertData = array_filter($emp_data, function ($detail) {
return empty($detail['id']); // Only insert new records
});
$updateData = array_filter($emp_data, function ($detail) {
return !empty($detail['id']); // Only update existing records
});
// Insert new records
if (!empty($insertData)) {
$this->employeeModel->insertBatch($insertData);
}
// Update existing records
if (!empty($updateData)) {
$this->employeeModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
}
return $emp_ids;
}
}
private function InsertIndividualEmpPolicyTable($emp_ids, $client_policy_id)
{
if (!empty($emp_ids)) {
$emp_policy_data = [];
foreach ($emp_ids as $index => $emp_id) {
$emp_policy_data[] = [
'employee_id' => $emp_id ?? 0,
'client_policy_id' => $client_policy_id ?? 0,
'created_by' => get_session_userid(),
'status' => 'active',
];
}
// print_r($emp_policy_data); die;
// Insert new records
if (!empty($emp_policy_data)) {
$this->employeePolicyModel->insertBatch($emp_policy_data);
}
return true;
}
}
private function respondSuccess($id, $message, $data)
{
return $this->respond(['status' => true, 'pt_id' => $id, 'message' => $message, 'data' => $data], 200);
}
private function respondError($message)
{
return $this->respond(['status' => false, 'message' => $message], 200);
}
// policy Transaction Create function End
// Get the Single Inception Tranction data for edit
public function getInceptionDataForEdit($id)
{
$data = $this->policyTransactionModel
->select('
policy_transaction.*,
clients.short_name as client_short_name,
clients.client_type,
clients.entity_type_id,
policy_type.policy_type,
client_policy.tpa_id as master_tpa_id,
client_policy.tpa_branch_id as master_tpa_branch_id,
client_policy.policy_type_id as master_policy_type_id,
client_policy.is_addon,
client_policy.base_policy,
(
select last_action_date
from policy_transaction_status
where policy_tran_id = policy_transaction.id
and status = policy_transaction.status
order by id desc
limit 1
) as last_action_date
')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.id', $id)
->where('policy_transaction.is_active', 1)
->first();
// $data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_issue_date']))
// : null;
// $data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_start_date']))
// : null;
// $data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_end_date']))
// : null;
// $data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '')
// ? date('d/m/Y', strtotime($data['renewal_date']))
// : null;
// $data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '')
// ? date('d/m/Y', strtotime($data['rollover_date']))
// : null;
// $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '')
// ? date('M/Y', strtotime($data['month']))
// : null;
$data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
? date('d/m/Y h:i:s A', strtotime($data['created_at']))
: null;
$data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
: null;
if (!empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['policy_end_date'])) {
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['renewal_date'])) {
$data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['rollover_date'])) {
$data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['endorse_eff_date'])) {
$data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['last_action_date'])) {
$data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['month'])) {
$data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
} else {
$data['month'] = null;
}
// print_r($data); die;
$data['renewal_policy'] = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $data['client_id'])
->where('client_policy.client_branch_id', $data['client_branch_id'])
->where('client_policy.is_active', 1)
->findAll();
$data['base_policy_data'] = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $data['client_id'])
->where('client_policy.client_branch_id', $data['client_branch_id'])
->whereIn('client_policy.policy_type_id', [2, 3])
->where('client_policy.is_active', 1)
->findAll();
$ptFileQuery = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $id)
->where('pt_files.is_active', 1);
if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$ptFileQuery->where('pt_files.created_by', get_session_userid());
}
}
$data['pt_files'] = $ptFileQuery->findAll();
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel
->select("
pt_co_share_details.*,
(
SELECT
COUNT(*)
FROM
co_share_stmt_details
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
) AS record_count,
(
SELECT
SUM(actual_bp_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_bp_amount,
(
SELECT
SUM(actual_tp_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tp_amount,
(
SELECT
SUM(actual_tep_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tep_amount,
(
SELECT
SUM(actual_bp_per)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_bp_percentage,
(
SELECT
SUM(actual_tp_per)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tp_percentage,
(
SELECT
SUM(actual_tep_per)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tep_percentage,
(
SELECT
SUM(actual_bp_brokerage_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_bp_brokerage_amount,
(
SELECT
SUM(actual_tp_brokerage_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tp_brokerage_amount,
(
SELECT
SUM(actual_tep_brokerage_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tep_brokerage_amount
")
->where('pt_id', $id)
->where('is_active', 1)
->orderBy('id', 'asc')
->findAll();
$data['emp_data'] = $this->employeeModel
->select('employees.*, employee_polices.id as emp_policy_id')
->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
->where('employees.client_id', $data['client_id'])
->where('employees.is_active', 1)->findAll();
$data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
$data['vehicle_docs'] = $this->clientKYCDocsModel
->where('client_id', $data['client_id'])
->where('vehicle_id', $data['vehicle_id'])
->findAll();
// print_r( $data['pt_co_share_details']); die;
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
return $this->respond(['status' => false], 200);
}
}
public function removePolicyTransaction($id)
{
if ($id) {
$data['is_active'] = 0;
$this->policyTransactionModel->where('id', $id)->set($data)->update();
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
} else {
return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove policy transaction'], 200);
}
}
//function for soft delete for pt_co_share_details records
public function removePtCoShareRecords($primaryKeys, $pt_id)
{
if (empty($primaryKeys)) {
return false;
}
// Convert array to a comma-separated string of placeholders for query binding
$placeholders = implode(',', array_fill(0, count($primaryKeys), '?'));
// Prepare the query with proper binding
$sql = "UPDATE pt_co_share_details SET is_active = 0 WHERE pt_id = ? AND id NOT IN ($placeholders)";
// Merge pt_id with primary keys for binding
$params = array_merge([$pt_id], $primaryKeys);
// Execute the query with bound parameters
return db_connect()->query($sql, $params);
}
//------------------------------------------------------------------------------------------------
// Policy Transaction Endorsement
public function viewEndorsement()
{
// echo '<pre>';
// !dd($this->getEndorsementDataForEdit(17));
$data['page_name'] = 'Endorsement';
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
$data['policy_status'] = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
'insurer_pending' => 'Insurer Pending',
'co_insurer_pending' => 'Co-Insurer Pending',
'tpa_pending' => 'TPA Pending',
'validated' => 'Validated',
'cancelled' => 'Cancelled',
'instalment_pending' => 'Instalment Pending',
'completed' => 'Completed',
];
$data['invoice_status'] = [
'yet_to_generate' => 'Pending',
'generated' => 'Generated',
'send' => 'Sent',
'recived' => 'Payment Received',
];
$data['action_type'] = [
'addition' => 'Addition',
'deletion' => 'Deletion',
'addition_deletion' => 'Addition & Deletion',
'si_enhancement' => 'SI Enhancement',
'combo_a_d_si' => 'Combo A, D & SI',
'correction' => 'Correction',
'baby_addition' => 'Baby Addition',
'policy_instalment' => 'Policy Instalment',
'addition_inception' => 'Addition-Inception',
'bds_correction' => 'BDS Correction',
'policy_correction' => 'Policy Correction',
'policy_cancellation' => 'Policy Cancellation',
];
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
];
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$status = $this->request->getGet('status');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($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);
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
// $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
$data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$this->loadLayout('policy_transaction_endorsement_list', $data);
}
public function createEndorsementPolicy()
{
$id = $this->request->getPost('id');
$data = $this->preparePolicyTransactionData();
// print_r($data); die;
if (!$id) {
return $this->insertEndorsementTransaction($data);
} else {
return $this->updateEndorsementTransaction($id, $data);
}
}
private function preparePolicyTransactionData()
{
$data = $this->request->getPost();
// echo '<pre>';
// print_r($data);
// die;
if (!isset($data['policy_with_corr'])) {
$data['policy_with_corr'] = 0;
} elseif ($data['policy_with_corr']) {
$data['policy_with_corr'] = 1;
}
if (!isset($data['is_cd_reduce_from_bds'])) {
$data['is_cd_reduce_from_bds'] = 0;
} elseif ($data['is_cd_reduce_from_bds']) {
$data['is_cd_reduce_from_bds'] = 1;
}
if (empty($data['data_received_date'])) {
$data['data_received_date'] = null;
} else {
$data['data_received_date'] = change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
}
if (empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = null;
} else {
$data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'd/m/Y', 'Y-m-d');
}
if (empty($data['endorse_eff_date'])) {
$data['endorse_eff_date'] = null;
} else {
$data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
}
if (empty($data['install_due_date'])) {
$data['install_due_date'] = null;
} else {
$data['install_due_date'] = change_date_format($data['install_due_date'], 'd/m/Y', 'Y-m-d');
}
if (!empty($data['month'])) {
$month = '01/' . $data['month'];
$data['month'] = change_date_format($month, 'd/M/Y', 'Y-m-d');
}
if (empty($data['last_action_date'])) {
$data['last_action_date'] = null;
} else {
$data['last_action_date'] = change_date_format($data['last_action_date']);
}
// print_r($data); die;
// Separate Insurer and TPA Branch IDs and IDs
if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
if (isset($data['tpa']) && !empty($data['tpa'])) {
list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
}
}
$issue_type = $this->policyTransactionModel
->where('action_type', 'inception')
->where('client_id', $this->request->getPost('client_id'))
->where('client_policy_id', $this->request->getPost('client_policy_id'))
->where('policy_transaction.is_active', 1)
->first();
$data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
$client_branch_id = $data['client_branch_id'];
if ($data['client_branch_id'] == "") {
$client_branch_id = $issue_type['client_branch_id'];
}
if (!$data['id']) {
$data += [
'issuer' => $issue_type['issuer'] ?? null,
'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
'policy_type_id' => $issue_type['policy_type_id'] ?? null,
'issue_type' => $issue_type['issue_type'] ?? null,
'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
'cd_ac_no' => isset($data['cd_ac_no']) && !empty($data['cd_ac_no']) ? $data['cd_ac_no'] : $issue_type['cd_ac_no'] ?? null,
'cd_ac_pk' => isset($data['cd_ac_pk']) && !empty($data['cd_ac_pk']) ? $data['cd_ac_pk'] : $issue_type['cd_ac_pk'] ?? null,
// 'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
'policy_start_date' => $issue_type['policy_start_date'] ?? null,
'policy_end_date' => $issue_type['policy_end_date'] ?? null,
'revenue_type' => $issue_type['revenue_type'] ?? null,
'co_share' => $issue_type['co_share'] ?? 0,
'bro_payable_by' => $issue_type['bro_payable_by'] ?? 0,
'installment' => $issue_type['installment'] ?? null,
'installment_data' => $issue_type['installment_data'] ?? null,
'location' => $issue_type['location'] ?? null,
'links' => $issue_type['links'] ?? null,
'stage' => $issue_type['stage'] ?? null,
'etat' => $issue_type['etat'] ?? null,
'etat_band' => $issue_type['etat_band'] ?? null,
'edate' => $issue_type['edate'] ?? null,
'renewal_date' => $issue_type['renewal_date'] ?? null,
'rollover_date' => $issue_type['rollover_date'] ?? null,
'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
'ref' => $issue_type['ref'] ?? null,
'spl' => $issue_type['spl'] ?? null,
'fund_received' => $issue_type['fund_received'] ?? null,
'listed_insurers' => $issue_type['listed_insurers'] ?? null,
'ppteam' => $issue_type['ppteam'] ?? null,
'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
'serviced_by' => $issue_type['serviced_by'] ?? null
];
$data['client_branch_id'] = $client_branch_id;
}
// print_r($issue_type);
// print_r($data);
// die;
return $data;
}
private function insertEndorsementTransaction($data)
{
$insert = $this->policyTransactionModel->insert($data);
if ($insert) {
$this->insertTransactionStatus($insert, $data, 1);
$this->handleCompletedStatus($data, $insert);
$this->insertOrUpdateCoShareDetails($data, $insert);
return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
}
return $this->respond(['status' => false, 'message' => 'Endorsement transaction creation failed'], 400);
}
private function updateEndorsementTransaction($id, $data)
{
$update = $this->policyTransactionModel->where('id', $id)->set($data)->update();
if ($update) {
$this->insertTransactionStatus($id, $data, 1);
$this->handleCompletedStatus($data, $id);
$this->insertOrUpdateCoShareDetails($data, $id);
return $this->respond(['status' => true, 'message' => 'Endorsement transaction updated successfully'], 200);
}
return $this->respond(['status' => false, 'message' => 'Endorsement transaction update failed'], 400);
}
private function handleCompletedStatus($data, $policy_tran_id)
{
if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
$tolamt = $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' => $data['cd_ac_pk'] ?? null,
];
DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
}
}
public function getEndorsementDataForEdit($id)
{
$data = $this->policyTransactionModel
->select('
policy_transaction.*,
clients.short_name as client_short_name,
clients.client_type,
(
select last_action_date
from policy_transaction_status
where policy_tran_id = policy_transaction.id
and status = policy_transaction.status
order by id desc
limit 1
) as last_action_date
')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->where('policy_transaction.id', $id)
->where('policy_transaction.is_active', 1)
->orderBy('id', 'asc')
->first();
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['policy_end_date'])) {
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['data_received_date'])) {
$data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['endorse_eff_date'])) {
$data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['install_due_date'])) {
$data['install_due_date'] = change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['last_action_date'])) {
$data['last_action_date'] = change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
}
if (!empty($data['month'])) {
$data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
}
// print_r($data); die;
//get PT Co-Share Details
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel
->select("
pt_co_share_details.*,
(
SELECT
COUNT(*)
FROM
co_share_stmt_details
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
) AS record_count,
(
SELECT
SUM(actual_bp_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_bp_amount,
(
SELECT
SUM(actual_tp_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tp_amount,
(
SELECT
SUM(actual_tep_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tep_amount,
(
SELECT
SUM(actual_bp_per)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_bp_percentage,
(
SELECT
SUM(actual_tp_per)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tp_percentage,
(
SELECT
SUM(actual_tep_per)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tep_percentage,
(
SELECT
SUM(actual_bp_brokerage_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_bp_brokerage_amount,
(
SELECT
SUM(actual_tp_brokerage_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tp_brokerage_amount,
(
SELECT
SUM(actual_tep_brokerage_amt)
FROM
co_share_stmt_details
WHERE
co_share_id = pt_co_share_details.id
AND is_active = 1
) AS actual_tep_brokerage_amount
")
->where('pt_id', $id)
->where('is_active', 1)
->orderBy('id', 'asc')
->findAll();
// print_r($data['endorse_eff_date']); die;
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
return $this->respond(['status' => false], 200);
}
}
//------------------------------------------------------------------------------------------------
//file upload function
public function uploadFile()
{
$GoogleDriveController = new GoogleDriveController();
$files = $this->request->getFiles();
$doc_name = $this->request->getPost('doc_name[]');
$pt_id = $this->request->getPost('pt_id');
$client_policy_id = $this->request->getPost('client_policy_id');
$data = $this->request->getPost();
$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
$uploadData = [];
foreach ($data['doc_name'] as $key => $docName) {
// Get the corresponding file for this document name
$file = $files['file'][$key];
if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
// Upload the file
$uploadedFileName = file_Upload($file, $uploadFilePath);
if ($uploadedFileName) {
// Prepare data for each document upload
$docData = [
'pt_id' => $pt_id,
'doc_name' => $docName,
'file_name' => $uploadedFileName,
'created_by' => get_session_userid(),
];
// $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
// $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
// Insert into database
$insert = $this->PTFileModel->insert($docData);
if ($insert) {
$uploadData[] = $docData;
}
}
}
}
// print_r($uploadData); die;
// $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
if (!empty($uploadData)) {
$ptFileQuery = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $pt_id)
->where('pt_files.is_active', 1);
if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$ptFileQuery->where('pt_files.created_by', get_session_userid());
}
}
$data['pt_files'] = $ptFileQuery->findAll();
return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
} else {
return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
}
}
// update Invoice Status
public function updateInvoiceStatus()
{
$ids = $this->request->getPost('ids');
$ids = json_decode($ids);
// var_dump($ids); die;
$data['invoice_status'] = $this->request->getPost('invoice_status');
if ($this->request->getPost('invoice_status') == 'generated') {
$data['invoice_no'] = $this->request->getPost('invoice_no');
}
$update = $this->policyTransactionModel
->whereIn('id', $ids)
->set($data)
->update();
if ($update) {
return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Invoice status updated successfully'], 200);
} else {
return $this->respond(['status' => true, 'data' => $ids, 'message' => 'Failed to update invoice status'], 200);
}
}
public function removeCoShareData($id)
{
$this->myLogger->logme('error', 'PT Co Share Detailes Remove function called');
$data = [
'updated_by' => get_session_userid(),
'is_active' => 0
];
$update = $this->PTCOShareDetailsModel->where('id', $id)->set($data)->update();
if ($update) {
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Data removed successfully'], 200);
} else {
return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove data'], 200);
}
}
public function getPTCOShareCount($client_id, $client_policy_id)
{
$totalCount = $this->PTCOShareDetailsModel
->select("
pt_co_share_details.*,
policy_transaction.bro_payable_by,
policy_transaction.cd_ac_pk,
(
select cd_ac_no
from cd_master
where id = policy_transaction.cd_ac_pk
) as cd_account_no,
(
select balance
from cash_deposit
where cd_ac_pk = policy_transaction.cd_ac_pk
and is_active = 1
order by id desc
limit 1
) as cd_amount,
")
->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.action_type', 'inception')
->findAll();
$is_copay_yes = $this->policyTransactionModel
->where('client_id', $client_id)
->where('client_policy_id', $client_policy_id)
->where('action_type', 'inception')
->where('is_active', 1)
->first();
$cd_ac_no = db_connect()->table('cd_master')->where('id', $is_copay_yes['cd_ac_pk'] ?? null)->get()->getRowArray();
if ($totalCount) {
return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount, 'is_copay_yes' => $is_copay_yes, "cd_master_data" => $cd_ac_no], 200);
} else {
$insurer_data = $this->clientPolicyModel->where('id', $client_policy_id)->where('is_active', 1)->first();
return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to get data'], 200);
}
}
public function checkInvoiceStatus($pt_id)
{
$data = $this->policyTransactionModel
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id')
->where('policy_transaction.id', $pt_id)
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1)
->where('pt_co_share_details.statement_id IS NOT NULL')
->where('insurer_statements.invoice_no IS NOT NULL')
->countAllResults();
if ($data) {
return $this->respond(['status' => true, 'count' => $data, 'code' => 200], 200);
} else {
return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
}
}
public function getBasePolicy($client_id, $client_branch_id)
{
$data = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $client_id)
->where('client_policy.client_branch_id', $client_branch_id)
->whereIn('client_policy.policy_type_id', [2, 3])
->where('client_policy.is_active', 1)
->findAll();
if ($data) {
return $this->respond(['status' => true, 'data' => $data, 'code' => 200], 200);
} else {
return $this->respond(['status' => false, 'count' => 0, 'message' => 'No Data Found', 'code' => 404], 200);
}
}
//---------------------------------------------------------------------------------------------------
//get BDS Reports data old function
public function reportBDSOld()
{
$data['page_name'] = 'BDS Report';
$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',
];
$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();
//filter datas
$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');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
//Actual data for the list
$data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
// dd($data);
$this->loadLayout('report_bds_filter', $data);
}
//get BDS Reports data New Function
public function reportBDS()
{
$data['page_name'] = 'BDS Report';
$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',
];
$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();
//filter datas
$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 = $this->request->getGet('client_policy_id');
if ($date_type == 'statement_month') {
$start_date = (string)date('Y-m-01', strtotime($start_date));
$end_date = (string)date('Y-m-31', strtotime($end_date));
}
// dd($start_date, $end_date, $date_type);
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
$client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
if ($this->request->is('post')) {
$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
$where = "policy_transaction.id IN ($idsStr)";
} else {
$where = []; // No valid IDs, return empty result
}
}
// dd($ids);
}
//Actual data for the list
$data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id, isset($where) ? $where : '');
//!dd($data['report_list']);
$this->loadLayout('report_bds_filter', $data);
}
public function reportVarience()
{
$data['page_name'] = 'Variance Report';
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$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['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',
];
//filter datas
$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');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
$client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
$data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
// !dd($data['varience_list']);
$this->loadLayout('variance_report_list', $data);
}
public function reportBusinessList()
{
$data['page_name'] = 'Business Report';
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$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['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',
];
//filter datas
$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');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
$this->loadLayout('business_team_list', $data);
}
public function reportFinanceList()
{
$data['page_name'] = 'Finance Report';
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$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['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',
];
//filter datas
$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');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
$this->loadLayout('finance_team_list', $data);
}
public function reportOutstanding()
{
$data['page_name'] = 'Outstanding Report';
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$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['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',
];
//filter datas
$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');
$insurer_branch_id = $this->request->getGet('insurer_branch_id');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : change_date_format($start_date, 'd-m-Y', 'Y-m-01');
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : change_date_format($end_date, 'd-m-Y', 'Y-m-31');
// dd([$start_date,$end_date]);
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
$data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $insurer_id, $insurer_branch_id);
// dd($this->policyTransactionModel->getLastQuery());
// dd($data);
$this->loadLayout('outstanding_report_list', $data);
}
//---------------------------------------------------------------------------------------------------
//insurer statement list page
public function statementList()
{
// dd($this->validateInsurerStatement(['file_id' => 30]));
// $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)));
// echo $fromday;die();
$data['invoice_status_array'] = $this->invoiceStatus;
$data['insurers'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
// dd( $data['insurers']);
$data['insurer_statement_list'] = $this->insurerStatements
->select(
'insurer_statements.*,
insurers.name AS insurer_name,
insurers.short_name,
user_profiles.first_name,
insurer_branch.branch_code,
(SELECT SUM(pt_co_share_details.exp_amt)
FROM pt_co_share_details
WHERE pt_co_share_details.is_active = 1
AND pt_co_share_details.statement_id = insurer_statements.id
) AS exp_inv_amt,
(SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
FROM inv_payment_details
WHERE inv_payment_details.is_active = 1
AND inv_payment_details.statement_id = insurer_statements.id
) AS received_inv_amt'
)
->join('insurers', 'insurer_statements.insurer_id = insurers.id')
->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
->where('insurer_statements.is_active', 1)
// ->where('insurer_statements.file_status','success')
->where('date(insurer_statements.created_at) >= ', $from_date)
->where('date(insurer_statements.created_at) <= ', $today)
->orderBy('insurer_statements.id', 'DESC')
->findAll();
// dd( $this->insurerStatements->getLastQuery());
$data['page_name'] = 'Statement Upload';
$this->loadLayout('insurer_statement_list', $data);
}
// public function failedStatementList(){
// $today = date('Y-m-d');
// $fromday = $from_date = date('Y-m-d', strtotime('-180 days', strtotime($today)));
// // echo $fromday;die();
// $data['invoice_status_array'] = $this->invoiceStatus;
// $data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
// // dd( $data['insurers']);
// $data['insurer_statement_list'] = $this->insurerStatements
// ->select('insurer_statements.*,
// insurers.name AS insurer_name,
// insurers.short_name,
// user_profiles.first_name,
// insurer_branch.branch_code,
// (SELECT SUM(pt_co_share_details.exp_amt)
// FROM pt_co_share_details
// WHERE pt_co_share_details.is_active = 1
// AND pt_co_share_details.statement_id = insurer_statements.id
// ) AS exp_inv_amt,
// (SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds) + SUM(inv_payment_details.gst)
// FROM inv_payment_details
// WHERE inv_payment_details.is_active = 1
// AND inv_payment_details.statement_id = insurer_statements.id
// ) AS received_inv_amt'
// )
// ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
// ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
// ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
// ->where('insurer_statements.is_active', 1)
// ->where('insurer_statements.file_status','failed')
// ->where('date(insurer_statements.created_at) >= ', $from_date)
// ->where('date(insurer_statements.created_at) <= ', $today)
// ->orderBy('insurer_statements.id', 'DESC')
// ->findAll();
// if($data['insurer_statement_list']){
// return $this->respond(['status' => true, 'code' => 200,'data'=>$data ], 200);
// }else{
// return $this->respond(['status'=>false,'message'=>'Data Not Fount'],404);
// }
// }
public function uploadInsurerStatement()
{
//validate uploaded file
$filename = '';
$validated = $this->validate([
'statement' => [
'uploaded[statement]',
'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
'max_size[statement,16384]',
],
]);
// $this->createStatementFolder();
if ($validated) {
$avatar = $this->request->getFile('statement');
if (!$avatar) {
$this->myLogger->logme("error", 'Statement File not found');
return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
}
$is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
if ($is_moved) {
$filename = $avatar->getName();
// Handle successful upload, e.g., log success or further processing
$this->myLogger->logme("error", 'Statement File moved successful');
} else {
$this->myLogger->logme("error", 'Statement File move failed');
return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
}
} else {
$this->myLogger->logme("error", 'Statement Upload failed Invalid file');
return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
}
//process post variable entry in file table
$loggedInUserID = get_session_userid();
// dd($loggedInUserID);
// $loggedInUserID = 8;
$insurer = $this->request->getPost('insurer');
$insurer_id = explode('-', $insurer)[0];
$branch_id = explode('-', $insurer)[1];
// print_r($insurer_id);
// print_r($branch_id);
// die();
$month = $this->request->getPost('statement_month');
$month = $month . '-01';
// print_r($month);die;
$month = change_date_format($month, 'Y-M-d', 'Y-m-d');
$stmt_sno = $this->request->getPost('statement_no');
// print_r($month);die;
$file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename, 'month' => $month, 'created_by' => $loggedInUserID, 'stmt_sno' => $stmt_sno]); //here field policy_id have client_policy_id and not policy id from policy master
$this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
//validate file
$validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
//update file content to DB
if ($validation_result['status']) {
$this->updateInsurerStatement(['file_id' => $file_id]);
}
if (!isset($file_id) || !$validation_result['status']) {
return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'], 'error_code' => $validation_result['error_code']], 200);
}
if (isset($file_id) || $validation_result['status']) {
$this->insurerStatements->where('id', $file_id)->set(['invoice_status' => 'pending'])->update();
}
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
}
public function createStatementFolder()
{
$folderPath = WRITEPATH . 'uploads/statements/';
// Check if the folder doesn't exist
if (!file_exists($folderPath)) {
// Create the folder
if (mkdir($folderPath, 0777, true)) {
$this->myLogger->logme('error', 'statement upload folder created successfully');
// Set permissions to a+rwx (read, write, execute for all)
chmod($folderPath, 0777);
$this->myLogger->logme('error', 'Permissions set to a+rwx.');
} else {
// echo "Failed to create folder.";
$this->myLogger->logme('error', 'Failed to create statement upload folder.');
}
} else {
$this->myLogger->logme('error', 'upload folder exists.');
}
}
public function validateInsurerStatement($params)
{
helper('excel_util_helper');
//get file info
$file_id = $params['file_id'];
$file = $this->insurerStatements->find($file_id);
// dd($file);
$date = new \DateTime($file['month']);
$month = $date->format('m');
$year = $date->format('Y');
$error_data = ['error_code' => '', 'error_data' => []];
$status = 'success';
$ret_status = true;
// dd($month.'-'.$year);
$return = [];
if (!isset($file)) {
//file not found in DB
return array('status' => false, 'msg' => 'statement file not found in DB');
}
$file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
//check physical file
if (!file_exists($file_name_with_path)) {
//file not found update status and reason
$message = "Physcial file not found";
// echo $message;
$this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
$this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
}
//get excel data to php array
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
$highestRowAndColumn = $sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
unset($excel_data[0]);
// Kint::dump($excel_data);
//get no of line items and update in DB
$line_items = 0;
// get uploaded month transactions data
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
// var_dump($source_data);die();
// Kint::dump($source_data);//die();
// check policy no,insurer and etc in DB for this month
// if all good return true, otherwise return false with messssage
foreach ($excel_data as $excel_key => $excel_row) {
$is_row_empty = check_row_is_empty_or_null($excel_row);
if (!$is_row_empty) {
// $excel_row = ExcelSanitizeHelper::sanitizeArrayData($excel_row);
$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
$policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]); //policy_end_date from excel
$policy_no = preg_replace('/[\x{200C}\x{200B}]/u', '', $excel_row[1]); //policy_end_date 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', '', $excel_row[2]); //policy_end_date from excel
// Kint::dump($policy_no);
foreach ($source_data as $source_key => $source_row) {
$source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
// Kint::dump($source_endorsement_no);
if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name']) {
$is_source_found = 1;
$line_items = $line_items + 1;
unset($source_data[$source_key]);
continue 2;
}
}
if ($is_source_found == 0) {
// echo $excel_key.'-'.$excel_row[1] . '- not found<br>';
$error_data['error_code'] = 1; //match not found
// $error_data['error_data'] = ($error_data['error_data'] ?? []);
$error_data['error_data'] = array_merge($error_data['error_data'], [$excel_row[0]]); //match not found
}
}
}
// dd($error_data);
if ($error_data['error_code']) {
$status = 'failed';
$ret_status = false;
}
//update in DB
$this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items, 'file_status' => $status, 'reason' => json_encode($error_data)])->update();
return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
}
public function updateInsurerStatement($params)
{
helper('excel_util_helper');
//get file info
$file_id = $params['file_id'];
$file = $this->insurerStatements->find($file_id);
// dd($file);
$date = new \DateTime($file['month']);
$month = $date->format('m');
$year = $date->format('Y');
$error_data = ['error_code' => '', 'error_data' => []];
$status = 'success';
$ret_status = true;
// dd($month.'-'.$year);
$return = [];
if (!isset($file)) {
//file not found in DB
return array('status' => false, 'msg' => 'statement file not found in DB');
}
$file_name_with_path = WRITEPATH . "/uploads/statements/" . $file['file_name'];
//check physical file
if (!file_exists($file_name_with_path)) {
//file not found update status and reason
$message = "Physcial file not found";
// echo $message;
$this->myLogger->logme('error', ($message . ' for statement file id ' . $file_id));
$this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed', 'reason' => json_encode(['error_code' => 0, 'error_data' => $message])])->update();
return array('status' => false, 'error_code' => 0); //0 - Physcial file not found
}
//get excel data to php array
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
$highestRowAndColumn = $sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
unset($excel_data[0]);
// dd($excel_data);
//get no of line items and update in DB
$line_items = count($excel_data);
// get uploaded month transactions data
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(insurer_id: $file['insurer_id'], insurer_branch_id: $file['branch_id']);
// Kint::dump($source_data);//die;
// Kint::dump($excel_data);
// die;
// check policy no,insurer and etc in DB for this month
// if all good return true, otherwise return false with messssage
$data_to_update = [];
foreach ($excel_data as $excel_key => $excel_row) {
$is_row_empty = check_row_is_empty_or_null($excel_row);
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
$policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/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
$endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
foreach ($source_data as $source_key => $source_row) {
// Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
$source_endorsement_no = $source_row['endorsement_no'] !== null ? $source_row['endorsement_no'] : null;
if (($policy_no == $source_row['policy_no']) && $endorsement_no == $source_endorsement_no && change_date_format($policy_start_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date, 'd-m-Y', 'Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name']) {
$is_source_found = 1;
//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]);
if (($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != "")) {
$total_amt += $actual_bp_brokerage;
//percentage reverse calculation
if ($actual_bp_per == 0 || $actual_bp_per == "") {
$actual_bp_per = round(($actual_bp_brokerage / $actual_bp_amt) * 100, 2);
}
} else {
$actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
$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]);
if ($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "") {
$total_amt += $actual_tp_brokerage;
//percentage reverse calculation
if ($actual_tp_per == 0 || $actual_tp_per == "") {
$actual_tp_per = ($actual_tp_brokerage / $actual_tp_amt) * 100;
}
} else {
$actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
$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]);
if ($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "") {
$total_amt += $actual_tep_brokerage;
//percentage reverse calculation
if ($actual_tep_per == 0 || $actual_tep_per == "") {
$actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
}
} else {
$actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
$total_amt += $actual_tep_brokerage;
}
//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' => $file_id];
unset($source_data[$source_key]);
continue 2;
}
}
}
}
// dd($data_to_update);
$this->coShareStmtDetailsModel->insertBatch($data_to_update, 'id');
// dd($data_to_update);
// if($error_data['error_code'])
// {
// $status = 'failed';
// $ret_status = false;
// }
//update in DB
$this->insurerStatements->where('id', $file_id)->set(['file_status' => $status, 'reason' => json_encode($error_data), 'invoice_status' => 'pending'])->update();
return array('status' => $ret_status, 'error_code' => $error_data['error_code'], 'error_data' => $error_data['error_data']);
}
public function getInvoicePaymentDetails()
{
$statement_id = $this->request->getUri()->getSegment(4);
$inv_details = $this->insurerStatements->find($statement_id);
$inv_payment_details = $this->invPaymentDetailsModel
->where('statement_id', $statement_id)
->where('is_active', 1)
->get()
->getResultArray();
if (!$inv_details['invoice_value']) {
$stmt_level_value = $this->coShareStmtDetailsModel->select('sum(actual_tep_brokerage_amt) + sum(actual_tp_brokerage_amt) + sum(actual_bp_brokerage_amt) + sum(reward) as invoice_value')
->where('statement_id', $statement_id)
->groupBy('statement_id')
->get()
->getResultArray();
// print_r($stmt_level_value);
if ($stmt_level_value && count($stmt_level_value) && isset($stmt_level_value[0])) {
$inv_details['invoice_value'] = $stmt_level_value[0]['invoice_value'];
}
}
// ~dd($inv_details);
$data = [
'invoice_status' => $inv_details['invoice_status'],
'gst_per' => isset($inv_details['gst_per']) ? $inv_details['gst_per'] : 18,
'invoice_value' => $inv_details['invoice_value'],
'gst_value' => $inv_details['gst_value'],
'invoice_no' => $inv_details['invoice_no'],
'invoice_amount' => $inv_details['invoice_amount'],
'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'], 'Y-m-d', 'd/m/Y') : null
];
$data['payments'] = $inv_payment_details;
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
}
public function saveInvoicePaymentDetails()
{
$jsonData = $this->request->getJSON();
$jsonData = (array)$jsonData;
// echo 'Hi';
// print_r($jsonData);die();
$invoiceStatus = $jsonData['invoice_status'];
$hiddenStatementId = $jsonData['hidden_statement_id'];
$invoiceNo = $jsonData['invoice_no'];
$invoiceDate = change_date_format($jsonData['invoice_date'], 'd/m/Y', 'Y-m-d');
$invoice_amount = $jsonData['invoice_amount'];
$invoice_value = $jsonData['invoice_value'];
$gst_per = $jsonData['invoice_gst_per'];
$gst_value = $jsonData['invoice_gst'];
//Update statement table
$parentData = [
'invoice_status' => $invoiceStatus,
'invoice_no' => $invoiceNo,
'invoice_date' => $invoiceDate,
'invoice_amount' => $invoice_amount,
'gst_per' => $gst_per,
'gst_value' => $gst_value,
'invoice_value' => $invoice_value,
'updated_by' => get_session_userid()
];
$this->insurerStatements->update($hiddenStatementId, $parentData);
// Process child data
$receivedAmounts = $jsonData['received_amount'];
$utrNos = $jsonData['utr_no'];
$tdsTotal = $jsonData['tds'];
$gstTotal = $jsonData['gst_amount'];
$paymentDates = $jsonData['payment_date'];
$pks = $jsonData['pk'];
foreach ($receivedAmounts as $index => $receivedAmount) {
$pk = $pks[$index]; // Get the pk for the current record
$utrNo = $utrNos[$index];
$tds = $tdsTotal[$index];
$gst = $gstTotal[$index];
$paymentDate = $paymentDates[$index];
// Prepare data for insert/update
$childData = [
'inv_amt' => $receivedAmount,
'utr_no' => $utrNo,
'tds' => $tds,
'gst' => $gst,
'received_date' => change_date_format($paymentDate, 'd/m/Y', 'Y-m-d'),
'statement_id' => $hiddenStatementId
];
if ($pk) {
$childData['updated_by'] = get_session_userid();
$childData['id'] = (int)$pk;
} else {
$childData['created_by'] = get_session_userid();
}
// print_r($childData);
// Insert or update
$this->invPaymentDetailsModel->save($childData);
// print_r($this->invPaymentDetailsModel->errors());
}
return $this->respond(['dataStatus' => true, 'code' => 200], 200);
//return $this->response->setJSON(['dataStatus' => 'true']);
}
public function deletePaymentEntry()
{
$payment_id = $this->request->getUri()->getSegment(4);
//echo $payment_id;
$this->invPaymentDetailsModel->update($payment_id, ['is_active' => 0]);
return $this->respond(['dataStatus' => true, 'code' => 200], 200);
}
public function downloadSampleInsurerStatement()
{
$filePath = ROOTPATH . 'public/sample_excel/insurer_stament_sample.xlsx';
// Check if the file exists
if (file_exists($filePath)) {
// Set the appropriate MIME type
$mimeType = mime_content_type($filePath);
// Send the file to the client for download
return $this->response->download($filePath, null, $mimeType);
} else {
// File not found, show an error message or redirect
echo view('errors/html/production');
}
}
public function getFileErr()
{
$file_id = $this->request->getUri()->getSegment(4);
$file = $this->insurerStatements->find($file_id);
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $file['reason']], 200);
}
public function dmsSearch()
{
// echo 'scbsc';die();
if ($this->request->getMethod() == 'post') {
// $jsonData = (array)$this->request->getJSON();
$customer_id = $this->request->getPost('customer_id');
$policy_id = $this->request->getPost('policy_id');
$cus_doc_name = $this->request->getPost('cus_doc_name');
$policy_doc_name = $this->request->getPost('policy_doc_name');
$pt_files = [];
$kyc_files = [];
$batch_files = [];
$files = [];
// print_r($jsonData);die();
if ($policy_id != "") {
//get policy docs from policy transation related tables
$pt_files = $this->PTFileModel->getPolicyDriveFilesIndex($policy_id, $policy_doc_name);
$batch_files = $this->batchFileModel->getBatchFilesDataForDocumentSearch($policy_id, $policy_doc_name);
$files = $this->filesModel->getFilesDataForDocumentSearch($policy_id, $policy_doc_name);
// dd($files);
// dd($this->PTFileModel->getLastQuery());
// ~dd($pt_files);
}
if ($customer_id != "") {
$kyc_files = $this->clientKYCDocsModel->getClientKYCDriveFilesIndex($customer_id, $cus_doc_name);
// dd($this->clientKYCDocsModel->getLastQuery());
// !dd($kyc_files);
}
$data['files'] = array_merge($pt_files, $kyc_files, $batch_files, $files);
// dd($data['files']);
}
$data['page_name'] = 'Documents Search';
$data['customers'] = $this->clientModel->select('id,client_name,short_name as display_value')->where('is_active', 1)->get()->getResultarray();
$data['policies'] = $this->clientPolicyModel->select("client_policy.id,client_policy.policy_no,policy_type.policy_type,concat(policy_type.policy_type,' - ',client_policy.policy_no) as display_value")
->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
->where('client_policy.is_active', 1)->get()->getResultarray();
// dd($data);
$this->loadLayout('dms_search', $data);
}
//---------------------------------------------------------------------------------------------------
public function getCoShareStatementDetails($pt_id)
{
if (!$pt_id) {
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'No data found'
], 200);
}
// Fetch data from the database
$data = db_connect()->table("co_share_stmt_details")
->select("
co_share_stmt_details.*,
insurer_statements.month,
insurer_statements.invoice_status,
insurer_statements.invoice_date,
insurer_statements.invoice_no,
insurer_statements.invoice_amount,
insurer_statements.stmt_sno,
(co_share_stmt_details.actual_bp_amt + co_share_stmt_details.actual_tp_amt + co_share_stmt_details.actual_tep_amt) AS sum_of_actual_amt
")
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id')
->where([
'co_share_stmt_details.is_active' => 1,
'insurer_statements.is_active' => 1,
'co_share_stmt_details.co_share_id' => $pt_id
])
->get()
->getResultArray();
// Check if data exists before formatting
if ($data) {
foreach ($data as &$row) {
// Check if invoice_date is not null before formatting
$row['invoice_date'] = $row['invoice_date'] ? change_date_format($row['invoice_date'], 'Y-m-d', 'd/m/Y') : null;
// Check if month is not null before formatting
$row['month'] = $row['month'] ? change_date_format($row['month'], 'Y-m-d', 'M-Y') : null;
}
return $this->respond([
'status' => true,
'code' => 200,
'data' => $data
], 200);
} else {
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'No data found'
], 200);
}
}
public function getClientPolicyDataBasedOnClientAndInsuer()
{
$client_id = $this->request->getGet('client_id') ?? 0;
$client_branch_id = $this->request->getGet('client_branch_id') ?? 0;
$insurer_id = $this->request->getGet('insurer_id') ?? 0;
$insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? 0;
$policy_type_id = $this->request->getGet('policy_type_id') ?? 0;
$builder = db_connect()->table("client_policy")
->select("
client_policy.*,
policy_type.policy_type,
")
->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
->where([
'client_policy.is_active' => 1,
]);
if (!empty($client_id)) {
$builder->where('client_policy.client_id', $client_id);
}
if (!empty($client_branch_id)) {
$builder->where('client_policy.client_branch_id', $client_branch_id);
}
if (!empty($insurer_id)) {
$builder->where('client_policy.insurer_id', $insurer_id);
}
if (!empty($insurer_branch_id)) {
$builder->where('client_policy.insurer_branch_id', $insurer_branch_id);
}
if (!empty($policy_type_id)) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
$result = $builder->get()->getResultArray();
if ($result) {
return $this->respond(['status' => true, 'code' => 200, 'data' => $result, 'getData' => $this->request->getGet()], 200);
} else {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
}
}
public function checkCDAmountForBasePremium()
{
$base_premium = $this->request->getGet('base_premium') ?? 0;
$cd_ac_no = $this->request->getGet('cd_ac_no') ?? 0;
// Validate inputs
if (empty($cd_ac_no)) {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'CD Account Number is required'], 200);
}
// Build query
$db = db_connect();
$builder = $db->table("cash_deposit")
->where('cd_ac_pk', $cd_ac_no)
->where('is_active', 1)
->orderBy('id', 'desc')
->limit(1);
$result = $builder->get()->getRowArray();
if ($result) {
// Check if base premium exceeds balance
$base_premium_greater_than_balance = $base_premium > $result['balance'];
return $this->respond([
'status' => true,
'code' => 200,
'data' => $result,
'base_premium' => $base_premium,
'cd_ac_no' => $cd_ac_no,
'base_premium_greater_than_balance' => $base_premium_greater_than_balance,
], 200);
}
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found for this CD'], 200);
}
public function getInsurerStatementMonth()
{
$insurer_id = $this->request->getGet('insurer_id');
$month = $this->request->getGet('month');
// echo $month;
$insurer_branch_id = explode('-', $insurer_id)[1];
$insurer_id = explode('-', $insurer_id)[0];
$month = $month . '-01';
$month = change_date_format($month, 'Y-M-d', 'Y-m-d');
// echo $month;
$res_data = $this->insurerStatements
->where('insurer_id', $insurer_id)
->where('branch_id', $insurer_branch_id)
->where('month', $month)
->where('is_active', 1)
->where('file_status', 'success')
->findAll();
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $res_data], 200);
}
public function deleteStatement($id)
{
// echo $id;die();
$this->coShareStmtDetailsModel->where('statement_id', $id)
->set(['is_active' => 0])
->update();
$this->invPaymentDetailsModel->where('statement_id', $id)
->set(['is_active' => 0])
->update();
$this->insurerStatements->where('id', $id)
->set(['is_active' => 0])
->update();
return $this->respond(['dataStatus' => true, 'code' => 200], 200);
}
}
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