377 lines
17 KiB
PHP
377 lines
17 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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use App\Helpers\MailHelper;
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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($statusData);
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}
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//this funciton for send mail to insurer and client with either RFQ/QCR
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public function sendMailWithAttachement()
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{
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helper('excel_util_helper');
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helper('MailHelper');
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$params = $this->request->getGet();
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// dd($params);
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$lead_id = $params['lead_id'];
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$file_type = $params['file_type']; //rfq or qcr
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$recipient_type = $params['recipient_type'];//insurer or client
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$recipient_mail = $params['recipient_mail'];// - only primary key of contacts
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$recipient_mail = json_decode($params['recipient_mail'], true);;// - only primary key of contacts
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$cc = 'velz1990@gmail.com,vitvelz@gmail.com';
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$reply_to = 'velmurugan.s@venbainfotech.com';
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$result_data = [];
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// dd($recipient_mail);
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if(!is_array($recipient_mail) || count($recipient_mail) == 0)
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{
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return $this->respond(['status' => 'failed','code' => 400,'data' => '','messgae' => 'Recipient mail not found ! ' ], 200);
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}
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//gather lead info
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$lead_data = $this->leadsModel
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->select('leads.*,policy_type.long_name,policy_type.policy_type')
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->join('policy_type','leads.policy_type_id = policy_type.id')
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->where('leads.id', $lead_id)
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->first();
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// dd($lead_data);
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// dd(calculate_days_bw_dates($lead_data['policy_end_date'],$lead_data['policy_start_date']));
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//get file path to attach
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$file_path = WRITEPATH."uploads/excel/sample/correction.xls";
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$file_name = $file_type.'.xlsx';
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$attachments = [['fileName' => $file_name,'filePath' => $file_path]];
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//get recipient address
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$recipient_data = $this->levelContactModel
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->where(['contact_type' => $recipient_type, 'is_active' => 1])
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->whereIn('id', $recipient_mail)
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->findAll();
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// !dd($recipient_data);
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$subject = $file_type == 'rfq' ? 'Request for Quotation from '. $lead_data['client_name'] . ' for '.$lead_data['policy_type'] : 'Quotation Comparison Report for ' .$lead_data['policy_type'];
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$message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
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foreach($recipient_data as $recipient)
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{
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$message = str_replace("{{RECIPIENT_NAME}}", $recipient['name'], $message);
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$message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'], $message);
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$message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'], $message);
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$message = str_replace("{{POLICY_START_DATE}}", change_date_format($lead_data['policy_start_date'],'Y-m-d','d-m-Y'), $message);
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$message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'],$lead_data['policy_start_date'])->days, $message);
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// !dd($message);
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$res = MailHelper::send_email(['mail' => $recipient['email'], 'subject' => $subject, 'message' => $message,'attachments' => $attachments,'reply_to' => $reply_to]);
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// !dd($res);
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// if($res['status'] == 'success' && $res['code'] == '200')
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// {
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$result_data[] = ['mail' => $recipient['email'],'status' => $res];
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// }
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// else
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// {
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// $result_data[] = ['mail' => $recipient['email'],'status' => 'falied'];
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// }
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}
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//delete attachment file
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// unlink($file_path);
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return $this->respond(['status' => 'success','code' => 200,'data' => $result_data ], 200);
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}
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}
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