300 lines
12 KiB
PHP
300 lines
12 KiB
PHP
<?php
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namespace App\Controllers;
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use CodeIgniter\API\ResponseTrait;
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use App\Models\UserModel;
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use App\Models\ClientModel;
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use App\Models\ClientBranchModel;
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use App\Models\ClientPolicyModel;
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use App\Models\LevelContactModel;
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use App\Models\LeadsModel;
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use App\Models\PolicyTypeModel;
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use App\Models\KYCEntityTypeModel;
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use App\Models\PolicyTransactionStatusModel;
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use App\Models\InsurerBranchModel;
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use App\Models\TPABranchModel;
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class LeadsController extends BaseController
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{
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use ResponseTrait;
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//log message
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protected $myLogger;
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//models
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protected $clientModel;
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protected $userModel;
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protected $clientBranchModel;
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protected $clientPolicyModel;
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protected $levelContactModel;
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protected $leadsModel;
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protected $policyTypeModel;
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protected $kycEntityTypeModel;
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protected $policyTransactionStatusModel;
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protected $insurerBranchModel;
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protected $tpaBranchModel;
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//variables for storing array
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protected $issuer;
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protected $clientType;
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protected $leadType;
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protected $leadsStatus;
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public function __construct()
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{
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set_session_context('Leads');
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$this->myLogger = \Config\Services::mylogger();
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$this->clientModel = new ClientModel();
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$this->userModel = new UserModel();
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$this->clientBranchModel = new ClientBranchModel();
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$this->clientPolicyModel = new ClientPolicyModel();
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$this->levelContactModel = new LevelContactModel();
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$this->leadsModel = new LeadsModel();
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$this->policyTypeModel = new PolicyTypeModel();
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$this->kycEntityTypeModel = new KYCEntityTypeModel();
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$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
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$this->insurerBranchModel = new InsurerBranchModel();
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$this->tpaBranchModel = new TPABranchModel();
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$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
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$this->clientType = [1 => 'Group', 2 => 'Individual'];
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$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
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$this->leadsStatus = [
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'queued' => 'Queued',
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'qcr_sent' => 'QCR sent',
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'lost' => 'Lost',
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'co_insurer_pending' => 'Co-Insurer Pending',
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'won' => 'Won',
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'completed_with_corrections' => 'Completed with Corrections',
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'completed_without_corrections' => 'Completed w/o Corrections',
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];
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}
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public function viewLeadsList()
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{
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$data['page_name'] = 'Leads';
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// Set basic data
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$data['issuer'] = $this->issuer;
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$data['client_type'] = $this->clientType;
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$data['lead_type'] = $this->leadType;
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$data['lead_status'] = $this->leadsStatus;
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// Fetch policy types and entity data
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$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
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$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
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// Fetch insurer and TPA branch data
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$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
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$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
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// Fetch sales team members who are active in team 5
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$data['salse_team'] = $this->userModel
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->select('user_profiles.*')
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->join('user_teams', 'user_profiles.id = user_teams.user_id')
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->where('user_teams.team_id', 5)
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->where('user_teams.is_active', 1)
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->where('user_profiles.is_active', 1)
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->findAll();
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// dd($data);
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// Fetch leads data
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$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
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// Load layout and pass data
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$this->loadLayout('leads_list', $data);
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}
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public function createLead()
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{
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// print_r($this->request->getPost()); die;
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$id = $this->request->getPost('id');
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$data = $this->prepareLeadData();
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// print_r($this->request->getPost()); die;
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if (!$id) {
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return $this->insertNewLead($data);
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} else {
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return $this->updateOldLead($id, $data);
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}
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}
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private function prepareLeadData()
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{
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$data = $this->request->getPost();
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if($data['lead_type'] == 2){
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$client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
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$data['client_name'] = $client_data['client_name'];
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$data['client_short_name'] = $client_data['short_name'];
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$data['entity_type_id'] = $client_data['entity_type_id'];
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$data['client_type'] = $client_data['client_type'];
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}else{
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$data['client_id'] = 0;
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$data['client_branch_id'] = 0;
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$data['source_policy_id'] = 0;
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}
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$data['client_code'] = generate_client_code();
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if($data['client_code'] == 2){
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$data['client_code'] = generate_client_code('IC');
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}
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$data = $this->prepareMultipleLeadData($data);
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// print_r($data); die;
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return $data;
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}
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private function prepareMultipleLeadData($data)
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{
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$processedData = [];
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foreach($data['policy_type_id'] as $index => $value){
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// Separate the insurer and insurer branch
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list($insurer_branch_id, $insurer_id) = explode('-',$data['insurer'][$index]);
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// Separate the tpa and tpa branch
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list($tpa_branch_id, $tpa_id) = explode('-',$data['tpa'][$index]);
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// Separate the insurer and insurer branch, handle missing or invalid data
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if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
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list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
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} else {
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$proposed_insurer_branch_id = 0;
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$proposed_insurer_id = 0;
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}
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// Separate the TPA and TPA branch, handle missing or invalid data
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if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
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list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
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} else {
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$proposed_tpa_branch_id = 0;
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$proposed_tpa_id = 0;
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}
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if(!empty($data['policy_start_date'][$index])){
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$policy_start_date = change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
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}else{
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$policy_start_date = null;
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}
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if(!empty($data['policy_end_date'][$index])){
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$policy_end_date = change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
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}else{
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$policy_end_date = null;
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}
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$processedData[] = [
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'lead_type' => $data['lead_type'],
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'issuer' => $data['issuer'],
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'client_type' => $data['client_type'],
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'client_name' => $data['client_name'],
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'client_short_name' => $data['client_short_name'],
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'entity_type_id' => $data['entity_type_id'],
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'client_code' => $data['client_code'],
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'pan' => $data['pan'],
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'gst' => $data['gst'],
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'branch_name' => $data['branch_name'],
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'branch_code' => $data['branch_code'],
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'contact_person_name' => $data['contact_person_name'],
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'contact_person_mobile' => $data['contact_person_mobile'],
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'client_id' => $data['client_id'] ?? 0,
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'client_branch_id' => $data['client_branch_id'] ?? 0,
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'source_policy_id' => $data['source_policy_id'] ?? 0,
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'policy_type_id' => $value,
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'salse_person_id' => $data['salse_person_id'] ?? 0,
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'insurer_id' => $insurer_id ?? 0,
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'insurer_branch_id' => $insurer_branch_id ?? 0,
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'tpa_id' => $tpa_id ?? 0,
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'tpa_branch_id' => $tpa_branch_id ?? 0,
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'policy_start_date' => $policy_start_date,
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'policy_end_date' => $policy_end_date,
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'no_of_lives' => $data['no_of_lives'][$index] ?? null,
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'claims' => $data['claims'][$index] ?? null,
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'location' => $data['location'][$index] ?? null,
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'proposed_insurer_id' => $proposed_insurer_id ?? 0,
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'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
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'proposed_tpa_id' => $proposed_tpa_id ?? 0,
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'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
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'status' => $data['status'] ?? null,
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'notes' => $data['notes'] ?? null,
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];
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}
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return $processedData;
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}
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private function insertNewLead($data)
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{
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$insertCount = [];
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foreach($data as $value){
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$insert = $this->leadsModel->insert($value);
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$insertCount[] = $insert;
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$this->insertLeadStatus($insert, $value['status'], 3);
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}
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if (count($insertCount) > 0) {
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return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
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}
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return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
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}
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private function updateOldLead($id, $data)
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{
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if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
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$this->insertLeadStatus($id, $data[0]['status'], 3);
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return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
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}
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return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
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}
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// Get the Single Lead data for edit
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public function getLeadDataForEdit($id)
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{
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$data = $this->leadsModel
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->where('leads.id', $id)
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->where('leads.is_active', 1)
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->first();
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if(!empty($data['policy_start_date'])){
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$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
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}else{
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$data['policy_start_date'] = null;
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}
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if(!empty($data['policy_end_date'])){
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$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
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}else{
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$data['policy_end_date'] = null;
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}
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if($data){
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return $this->respond(['status' => true, 'data' => $data], 200);
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}else{
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return $this->respond(['status' => false], 200);
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}
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}
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private function insertLeadStatus($primaryKey, $status, $statusType)
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{
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$statusData = [
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'policy_tran_id' => $primaryKey,
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'status' => $status,
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'status_type' => $statusType,
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'created_by' => get_session_userid(),
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];
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$this->policyTransactionStatusModel->insert($statusData);
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}
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}
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