362 lines
11 KiB
PHP
362 lines
11 KiB
PHP
<?php
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namespace App\Models;
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use CodeIgniter\Model;
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class LeadsModel extends Model
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{
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protected $table = 'leads';
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protected $primaryKey = 'id';
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protected $allowedFields = [
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'id',
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'actual_lead_id',
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'lead_type',
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'issuer',
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'client_type',
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'client_name',
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'client_short_name',
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'entity_type_id',
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'client_code',
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'cost_center',
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'pan',
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'gst',
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'branch_name',
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'branch_code',
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'contact_person_name',
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'contact_person_mobile',
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'contact_person_email',
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'client_id',
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'client_branch_id',
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'source_policy_id',
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'policy_type_id',
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'salse_person_id',
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'insurer_id',
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'insurer_branch_id',
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'tpa_id',
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'tpa_branch_id',
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'policy_start_date',
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'policy_end_date',
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'no_of_lives',
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'incurred_claims',
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'location',
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'proposed_insurer_id',
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'proposed_insurer_branch_id',
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'proposed_tpa_id',
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'proposed_tpa_branch_id',
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'proposel_data',
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'status',
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'notes',
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'lost_reason',
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'created_at',
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'created_by',
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'updated_at',
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'updated_by',
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'is_active',
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'is_client_created',
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'renewal_emp_count',
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'renewal_dept_count',
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'renewal_no_of_lives',
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'incept_emp_count',
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'incept_dept_count',
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'incept_no_of_lives',
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'exp_emp_count',
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'exp_dept_count',
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'exp_no_of_lives',
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'file_name',
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'incurred_claims_date',
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'paid_claims',
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'outstanding_claims',
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'policy_run_days',
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'premium_at_inception',
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'premium_date',
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'earned_premium',
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'annualised_claims',
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'incurred_claims_ratio',
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'earned_claims_ratio',
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'placement_date',
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'utr_no',
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'premium_amount',
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'total_amount',
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'cd_amount',
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'total_si_at_incept',
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'total_si_at_renewal',
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'fin_years_claims',
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'lead_form_type',
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'custom_fields',
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'source_policy_start_date',
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'source_policy_end_date',
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'payment_date',
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'is_cd',
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'is_installment',
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'no_of_installment',
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'is_policy_created',
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'claim_history',
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'total_lives_at_incept',
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'premium_at_incept',
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'next_reminder_date',
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'is_insurer_auto_mail',
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'quote_received_insurer',
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'acm_id',
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'policy_with_correction',
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'agreed_percentage', 'misc',
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'rfq_qcr_viewers',
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];
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// Callbacks
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protected $allowCallbacks = true;
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protected $beforeInsert = ["checkAndADDCreatedByValue"];
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protected $afterInsert = [];
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protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
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protected $afterUpdate = [];
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protected $beforeFind = [];
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protected $afterFind = [];
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protected $beforeDelete = [];
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protected $afterDelete = [];
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protected function checkAndADDCreatedByValue(array $data)
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{
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// Check if 'updated_by' value is null or empty
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if (empty($data['data']['created_by'])) {
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// Set 'updated_by' value to the current session user ID
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$data['data']['created_by'] = get_session_userid();
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}
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return $data;
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}
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protected function checkAndUpdateUpdatedByValue(array $data)
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{
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// Check if 'updated_by' value is null or empty
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if (empty($data['data']['updated_by'])) {
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// Set 'updated_by' value to the current session user ID
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$data['data']['updated_by'] = get_session_userid();
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}
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return $data;
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}
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public function getLeadDataForLising($where = null)
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{
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$data = $this->select('
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leads.*,
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lead_files.status as demography_file_status,
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kyc_entity_type.name as entity_type,
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policy_type.policy_type,
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user_profiles.first_name as salse_person_name,
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(
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SELECT COUNT(*) AS qcr_count
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FROM rfq
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WHERE type = 2
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AND is_active = 1 and lead_id = leads.id
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) AS qcr_count,
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(
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SELECT COUNT(*) AS rfq_count
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FROM rfq
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WHERE type = 1
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AND is_active = 1 and lead_id = leads.id
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) AS rfq_count
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')
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->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
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->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
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->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
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->join('lead_files', 'leads.id = lead_files.lead_id AND lead_files.type = 2 AND lead_files.is_active = 1', 'left')
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->where('leads.is_active', 1);
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if (get_role_id() == STAFF_ROLE_ID) {
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$data->where('leads.created_by', get_session_userid());
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}
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if (! empty($where)) {
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$data->where($where);
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}
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return $data->orderBy('leads.id', 'desc')->findAll();
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}
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public function getLeadForInsertClientList($type = null, $client_id = null)
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{
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$query = $this->db->table('leads')
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->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg')
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->join('user_profiles', 'leads.created_by = user_profiles.id')
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->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
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->where('leads.is_active', 1)
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->where('leads.status', 'won')
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->groupStart()
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->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)")
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->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)")
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->groupEnd()
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->groupStart()
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->where("policy_type.allocg != 'EB'")
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->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
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->groupEnd();
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if ($type) {
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$query->where('leads.lead_type', $type);
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}
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if ($client_id) {
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$query->where('leads.client_id', $client_id);
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}
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$result = $query->get()->getResultArray();
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return $result;
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}
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// public function getDashData()
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// {
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// $statuses = $this->db->table('leads')
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// ->select('status, policy_with_correction')
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// ->where("is_active", 1)
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// ->groupBy('status')
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// ->get()
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// ->getResultArray();
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// $policy_with_correction_count = $this->db->table('leads')
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// ->where('is_active', 1)
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// ->where('policy_with_correction', 1)
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// ->countAllResults();
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// $selectParts = [];
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// foreach ($statuses as $status) {
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// $s = $status['status'];
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// $alias = strtolower(str_replace(' ', '_', $s));
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// // Count alias
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// $selectParts[] = "SUM(CASE WHEN status = '{$s}' THEN 1 ELSE 0 END) AS `{$alias}`";
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// // IDs alias
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// $selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$s}' THEN leads.id ELSE NULL END) AS `{$alias}_ids`";
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// }
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// $select = implode(", ", $selectParts);
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// // Start query builder
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// $builder = $this->db->table('leads');
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// $builder->select($select);
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// // Auditing subquery
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// $subquery = "(SELECT pk, MAX(created_at) AS last_claim_status_change
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// FROM auditing_history
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// WHERE table_name = 'leads' AND field_name = 'status'
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// GROUP BY pk)";
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// $builder->join("{$subquery} AS th", 'leads.id = th.pk', 'left');
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// // Date filtering for last status change
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// $dateLimit = 3;
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// $dateThreshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
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// $builder->groupStart()
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// ->where('th.last_claim_status_change <=', $dateThreshold)
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// ->orWhere('th.last_claim_status_change IS NULL')
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// ->groupEnd();
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// // Add only active
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// $builder->where("leads.is_active", 1);
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// $lead_data = $builder->get()->getResultArray();
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// // dd($this->db->getLastQuery());
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// // Fallback for empty results
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// if (empty($lead_data)) {
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// $lead_data[0] = ['total' => 0];
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// foreach ($statuses as $status) {
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// $alias = strtolower(str_replace(' ', '_', $status['status']));
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// $lead_data[0][$alias] = 0;
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// $lead_data[0]["{$alias}_ids"] = '';
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// }
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// }
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// // Calculate total
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// $total = 0;
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// foreach ($lead_data[0] as $key => $value) {
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// // if (!str_ends_with($key, '_ids') && $key != "won") {
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// // $total += (int) $value;
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// // }
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// if (!str_ends_with($key, '_ids')) {
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// $total += (int) $value;
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// }
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// }
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// $total = $total + $policy_with_correction_count ?? 0;
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// $lead_data[0]['total'] = $total;
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// $lead_data[0]['policy_with_correction'] = $policy_with_correction_count;
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// // dd($lead_data[0]);
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// return $lead_data[0];
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// }
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public function getDashData()
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{
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// Get all unique statuses
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$statuses = $this->db->table('leads')
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->select('DISTINCT(status)')
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->where('is_active', 1)
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->get()
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->getResultArray();
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$policy_with_correction_data = $this->db->table('leads')
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->select('COUNT(id) AS count, GROUP_CONCAT(id) AS ids')
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->where('is_active', 1)
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->where('policy_with_correction', 1)
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->get()
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->getRowArray();
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if (empty($statuses)) {
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return ['total' => 0];
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}
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// Build dynamic select fields for each status
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$selectParts = [];
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foreach ($statuses as $row) {
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$status = $row['status'];
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$alias = strtolower(str_replace(' ', '_', $status));
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$selectParts[] = "SUM(CASE WHEN status = '{$status}' THEN 1 ELSE 0 END) AS `{$alias}`";
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$selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$status}' THEN id END) AS `{$alias}_ids`";
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}
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$select = implode(", ", $selectParts);
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// Main query
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$lead_data = $this->db->table('leads')
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->select($select)
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->where('is_active', 1)
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->get()
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->getRowArray();
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// Calculate total
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$total = 0;
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foreach ($lead_data as $key => $val) {
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if (! str_ends_with($key, '_ids')) {
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$total += (int) $val;
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}
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}
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$lead_data['total'] = $total;
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$lead_data['policy_with_correction'] = $policy_with_correction_data['count'] ?? 0;
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$lead_data['policy_with_correction_ids'] = $policy_with_correction_data['ids'] ?? null;
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// dd($lead_data);
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return $lead_data;
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}
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}
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