nhance/app/Helpers/CdLowBalanceAlertHelper.php

275 lines
10 KiB
PHP

<?php
namespace App\Helpers;
use App\Models\CDMasterModel;
use App\Models\ClientDepositModel;
use App\Models\ClientRMModel;
class CdLowBalanceAlertHelper
{
/**
* Check one CD account after a balance reduction and notify account managers if below threshold.
*/
public static function triggerAfterBalanceReduction(?int $cdAcPk, float $currentBalance): void
{
if ($cdAcPk === null || $cdAcPk <= 0) {
return;
}
$account = self::buildLowBalanceAccount($cdAcPk, $currentBalance);
if ($account === null) {
return;
}
$result = self::sendAccountManagerAlert($account);
log_message('error', 'CdLowBalanceAlertHelper triggerAfterBalanceReduction cd_ac_pk=' . $cdAcPk . ': ' . json_encode($result));
}
/**
* Cron entry: scan all CD masters with alert threshold configured.
*
* @return array<string, mixed>
*/
public static function runCron(): array
{
log_message('error', 'cronCdLowBalanceAlert: started');
try {
$cdMasterModel = new CDMasterModel();
$cdMasters = $cdMasterModel->getCdMastersWithLowAlertThreshold();
log_message('error', 'cronCdLowBalanceAlert: CD masters with alert threshold count = ' . count($cdMasters));
$depositModel = new ClientDepositModel();
$lowBalanceAccounts = [];
foreach ($cdMasters as $cdMaster) {
$cdAcPk = (int) ($cdMaster['id'] ?? 0);
$threshold = (float) ($cdMaster['cd_balance_low_alert_amount'] ?? 0);
if ($cdAcPk <= 0 || $threshold <= 0) {
continue;
}
$currentBalance = self::resolveCurrentBalance($depositModel, $cdAcPk, (float) ($cdMaster['opening_bal'] ?? 0));
if ($currentBalance >= $threshold) {
continue;
}
$lowBalanceAccounts[] = array_merge($cdMaster, [
'current_balance' => $currentBalance,
'alert_amount' => $threshold,
]);
}
if (empty($lowBalanceAccounts)) {
$response = [
'status' => true,
'message' => 'No CD accounts below the configured low-balance alert amount.',
'low_balance_count' => 0,
'account_manager_mails_sent' => 0,
'data' => [],
'errors' => [],
];
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $response;
}
$accountManagerMailsSent = 0;
$mailErrors = [];
$data = [];
foreach ($lowBalanceAccounts as $account) {
$result = self::sendAccountManagerAlert($account);
$accountManagerMailsSent += (int) ($result['sent'] ?? 0);
if (! empty($result['errors'])) {
$mailErrors = array_merge($mailErrors, $result['errors']);
}
if (! empty($result['data'])) {
$data = array_merge($data, $result['data']);
}
}
$response = [
'status' => true,
'message' => 'CD low balance alert cron completed.',
'low_balance_count' => count($lowBalanceAccounts),
'account_manager_mails_sent' => $accountManagerMailsSent,
'data' => $data,
'errors' => $mailErrors,
];
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $response;
} catch (\Throwable $e) {
$response = [
'status' => false,
'message' => 'CD low balance alert cron failed.',
'low_balance_count' => 0,
'account_manager_mails_sent' => 0,
'data' => [],
'errors' => [$e->getMessage()],
];
log_message('error', 'cronCdLowBalanceAlert Exception: ' . $e->getMessage());
log_message('error', 'cronCdLowBalanceAlert: ' . json_encode($response));
return $response;
}
}
/**
* @return array<string, mixed>|null
*/
private static function buildLowBalanceAccount(int $cdAcPk, float $currentBalance): ?array
{
$cdMasterModel = new CDMasterModel();
$cdMaster = $cdMasterModel->getCdMasterWithLowAlertThresholdById($cdAcPk);
if ($cdMaster === null) {
return null;
}
$threshold = (float) ($cdMaster['cd_balance_low_alert_amount'] ?? 0);
if ($threshold <= 0 || $currentBalance >= $threshold) {
return null;
}
return array_merge($cdMaster, [
'current_balance' => $currentBalance,
'alert_amount' => $threshold,
]);
}
private static function resolveCurrentBalance(ClientDepositModel $depositModel, int $cdAcPk, float $openingBalance): float
{
$lastDeposit = $depositModel
->select('balance')
->where('cd_ac_pk', $cdAcPk)
->where('is_active', 1)
->orderBy('id', 'DESC')
->first();
if (! empty($lastDeposit)) {
return (float) ($lastDeposit['balance'] ?? 0);
}
return $openingBalance;
}
/**
* @param array<string, mixed> $account
* @return array{sent: int, errors: array<int, string>, data: array<int, array<string, mixed>>}
*/
private static function sendAccountManagerAlert(array $account): array
{
$clientId = (int) ($account['client_id'] ?? 0);
$cdAcPk = (int) ($account['id'] ?? 0);
$cdAcNo = (string) ($account['cd_ac_no'] ?? '');
if ($clientId <= 0) {
log_message('error', 'cronCdLowBalanceAlert ACM mail: skipped, invalid client_id for cd_ac_pk=' . $cdAcPk);
return ['sent' => 0, 'errors' => [], 'data' => []];
}
$recipients = self::getAccountManagerRecipients($clientId);
if (empty($recipients)) {
$error = "Client {$clientId}: No account manager found.";
log_message('error', 'cronCdLowBalanceAlert ACM mail: ' . $error);
return ['sent' => 0, 'errors' => [$error], 'data' => []];
}
$sent = 0;
$errors = [];
$data = [];
$subject = 'CD Low Balance Alert - ' . ($account['client_name'] ?? 'Client');
foreach ($recipients as $recipient) {
$acmEmail = (string) ($recipient['email'] ?? '');
$acmName = (string) ($recipient['name'] ?? 'Account Manager');
$message = self::buildAccountManagerMailContent($account, $acmName);
$mailResponse = MailHelper::send_email([
'mail' => $acmEmail,
'subject' => $subject,
'message' => $message,
'common' => [
'mail_type' => 'account_manager_cd_low_balance_alert',
'client_id' => $clientId,
],
]);
$decoded = is_string($mailResponse) ? json_decode($mailResponse, true) : $mailResponse;
$mailStatus = is_array($decoded) && ($decoded['status'] ?? '') === 'success' ? 'success' : 'failed';
$data[] = [
'client_id' => $clientId,
'cd_ac_pk' => $cdAcPk,
'cd_ac_no' => $cdAcNo,
'acm_name' => $acmName,
'acm_email' => $acmEmail,
'mail_status' => $mailStatus,
];
if ($mailStatus === 'success') {
$sent++;
} else {
$errors[] = "Client {$clientId}: Failed to send alert to {$acmEmail}.";
}
}
return ['sent' => $sent, 'errors' => $errors, 'data' => $data];
}
/**
* @return array<int, array{name: string, email: string}>
*/
private static function getAccountManagerRecipients(int $clientId): array
{
$rows = (new ClientRMModel())
->select('user_profiles.first_name, user_profiles.email')
->join('user_profiles', 'user_profiles.id = client_rm.user_id')
->where('client_rm.client_id', $clientId)
->where('client_rm.level', 3)
->where('client_rm.is_active', 1)
->where('user_profiles.is_active', 1)
->findAll();
$recipients = [];
$seenEmails = [];
foreach ($rows as $row) {
$email = strtolower(trim((string) ($row['email'] ?? '')));
if ($email === '' || isset($seenEmails[$email])) {
continue;
}
$seenEmails[$email] = true;
$recipients[] = [
'name' => trim((string) ($row['first_name'] ?? 'Account Manager')) ?: 'Account Manager',
'email' => (string) $row['email'],
];
}
return $recipients;
}
/**
* @param array<string, mixed> $account
*/
private static function buildAccountManagerMailContent(array $account, string $recipientName): string
{
return '<p>Dear ' . esc($recipientName) . ',</p>'
. '<p>The CD account balance for <strong>' . esc((string) ($account['client_name'] ?? '')) . '</strong> has fallen below the configured alert threshold.</p>'
. '<table border="1" cellpadding="8" cellspacing="0" style="border-collapse:collapse;">'
. '<tr><td><strong>Insurer</strong></td><td>' . esc((string) ($account['insurer_name'] ?? '')) . '</td></tr>'
. '<tr><td><strong>Insurer Branch</strong></td><td>' . esc((string) ($account['insurer_branch_name'] ?? '')) . '</td></tr>'
. '<tr><td><strong>CD Account No</strong></td><td>' . esc((string) ($account['cd_ac_no'] ?? '')) . '</td></tr>'
. '<tr><td><strong>Current Balance</strong></td><td>' . esc(number_format((float) ($account['current_balance'] ?? 0), 2, '.', '')) . '</td></tr>'
. '<tr><td><strong>Alert Amount</strong></td><td>' . esc(number_format((float) ($account['alert_amount'] ?? 0), 2, '.', '')) . '</td></tr>'
. '</table>'
. '<p>Please review the CD account and take the required action.</p>';
}
}