nhance/app/Controllers/LeadsController.php

6492 lines
275 KiB
PHP

<?php
namespace App\Controllers;
use CodeIgniter\API\ResponseTrait;
use Exception;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
use PhpOffice\PhpSpreadsheet\Style\Border;
use PhpOffice\PhpSpreadsheet\Style\Alignment;
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
use PhpOffice\PhpSpreadsheet\Style\Fill;
use PhpOffice\PhpSpreadsheet\Worksheet\Drawing;
use PhpOffice\PhpSpreadsheet\Cell\Coordinate;
use App\Models\UserModel;
use App\Models\ClientModel;
use App\Models\ClientBranchModel;
use App\Models\ClientPolicyModel;
use App\Models\LevelContactModel;
use App\Models\LeadsModel;
use App\Models\PolicyTypeModel;
use App\Models\KYCEntityTypeModel;
use App\Models\PolicyTransactionStatusModel;
use App\Models\InsurerBranchModel;
use App\Models\TPABranchModel;
use App\Models\RFQModel;
use App\Models\InsurerModel;
use App\Models\OccupancyMasterModel;
use App\Models\LeadFilesModel;
use App\Models\LeadInstallmentPaymentDetails;
use App\Models\GmailSentHistoryModel;
use App\Helpers\MailHelper;
use App\Helpers\ExcelMergeHelper;
use App\Helpers\ExcelSanitizeHelper;
use Google\Service\CloudSearch\PushItem;
use Kint\Kint;
use App\Controllers\Jobs;
use App\Controllers\JobWorker;
use Google\Service\FactCheckTools\Resource\Claims;
use GPBMetadata\Google\Type\Datetime;
use PhpOffice\PhpSpreadsheet\Worksheet\Worksheet;
use function PHPSTORM_META\type;
class LeadsController extends BaseController
{
use ResponseTrait;
//log message
protected $myLogger;
//models
protected $clientModel;
protected $userModel;
protected $clientBranchModel;
protected $clientPolicyModel;
protected $levelContactModel;
protected $leadsModel;
protected $policyTypeModel;
protected $kycEntityTypeModel;
protected $policyTransactionStatusModel;
protected $insurerBranchModel;
protected $tpaBranchModel;
protected $RFQModel;
protected $insurerModel;
protected $occupancyModel;
protected $leadFilesModel;
protected $leadInstallmentPaymentDetails;
protected $gmailSentHistoryModel;
//variables for storing array
protected $issuer;
protected $clientType;
protected $leadType;
public $leadsStatus;
protected $claim_type_for_gpa;
protected $cause_of_death;
protected $buisnessType;
protected $member_data_excel_columns;
protected $general_relationships;
public function __construct()
{
set_session_context('LEAD CONTROLLER');
$this->myLogger = \Config\Services::mylogger();
$this->clientModel = new ClientModel();
$this->userModel = new UserModel();
$this->clientBranchModel = new ClientBranchModel();
$this->clientPolicyModel = new ClientPolicyModel();
$this->levelContactModel = new LevelContactModel();
$this->leadsModel = new LeadsModel();
$this->policyTypeModel = new PolicyTypeModel();
$this->kycEntityTypeModel = new KYCEntityTypeModel();
$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
$this->insurerBranchModel = new InsurerBranchModel();
$this->tpaBranchModel = new TPABranchModel();
$this->RFQModel = new RFQModel();
$this->insurerModel = new InsurerModel();
$this->occupancyModel = new OccupancyMasterModel();
$this->leadFilesModel = new LeadFilesModel();
$this->leadInstallmentPaymentDetails = new LeadInstallmentPaymentDetails();
$this->gmailSentHistoryModel = new GmailSentHistoryModel();
$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
$this->clientType = [1 => 'Group', 2 => 'Individual'];
$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
$data = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
$this->buisnessType = array_column($data, 'name', 'id');
// $this->buisnessType = [1 => 'Public Sector', 2 => 'Private Sector',3=> 'Trust',4 => 'Proprietorship',5 => 'Partnership',6 => 'Private',7 => 'Individual'];
$this->leadsStatus = [
'queued' => 'In-Queued',
'rfq_created' => 'RFQ Created',
'rfq_sent' => 'RFQ Sent',
'qcr_created' => 'QCR Created',
'qcr_sent' => 'QCR Sent',
'lost' => 'Lost',
'co_insurer_pending' => 'Co-Insurer Pending',
'won' => 'Won',
'completed_with_corrections' => 'Completed with Corrections',
'completed_without_corrections' => 'Completed without Corrections',
];
$this->claim_type_for_gpa = [
'nil' => 'Nil',
'accident_death' => 'Accident Death',
'permanent_total_disablement' => 'Permanent Total Disablement',
'permanent_partial_disablement' => 'Permanent Partial Disablement',
'temporary_total_disablement_benefit' => 'Temporary Total Disablement benefit'
];
$this->cause_of_death = [
'natural_death' => 'Natural Death',
'suicide' => 'Suicide',
'accident' => 'Accident',
'cardiac_arrest' => 'Cardiac Arrest',
'septic_shock' => 'Septic shock',
'heart_attack' => 'Heart Attack',
];
$this->member_data_excel_columns = [
'sno' => [
'col_idx' => 0,
'col_cell_name' => 'A',
'col_name' => 'Sl no',
'is_mandatory' => false,
'data_type' => 'str',
'format' => null,
'allowed_values' => null
],
'emp_code' => [
'col_idx' => 1,
'col_cell_name' => 'B',
'col_name' => 'Emp Code',
'is_mandatory' => true,
'data_type' => 'str',
'format' => null,
'allowed_values' => null
],
'name' => [
'col_idx' => 2,
'col_cell_name' => 'C',
'col_name' => 'Name',
'is_mandatory' => true,
'data_type' => 'str',
'format' => null,
'allowed_values' => null
],
'relationship' => [
'col_idx' => 3,
'col_cell_name' => 'D',
'col_name' => 'Relationship',
'is_mandatory' => true,
'data_type' => 'str',
'format' => null,
'allowed_values' => [
'Self', 'Spouse', 'Son', 'Daughter', 'Father', 'Mother',
'Father-in-law', 'Mother-in-law',
'self', 'spouse', 'son', 'daughter', 'father', 'mother',
'father-in-law', 'mother-in-law'
],
'custom' => 'check_relationship_for_member_data',
'params' => ['row', 'relationship', 'columns_to_check']
],
'gender' => [
'col_idx' => 4,
'col_cell_name' => 'E',
'col_name' => 'Gender',
'is_mandatory' => true,
'data_type' => 'str',
'format' => null,
'allowed_values' => ['M', 'F']
],
'dob' => [
'col_idx' => 5,
'col_cell_name' => 'F',
'col_name' => 'DOB',
'is_mandatory' => true,
'data_type' => 'str',
'format' => 'd-M-Y',
'allowed_values' => null,
'age_validation' => true,
// 'custom' => 'check_dob_diff',
// 'params' => ['row', 'relationship', 'default_age_ratio', 'policy_details']
],
'age' => [
'col_idx' => 6,
'col_cell_name' => 'G',
'col_name' => 'Age',
'is_mandatory' => true,
'data_type' => 'int',
'format' => null,
'allowed_values' => null
],
'email' => [
'col_idx' => 7,
'col_cell_name' => 'H',
'col_name' => 'Email',
'is_mandatory' => false,
'data_type' => 'str',
'format' => null,
'allowed_values' => null
],
'mobile' => [
'col_idx' => 8,
'col_cell_name' => 'I',
'col_name' => 'Mobile',
'is_mandatory' => false,
'data_type' => 'str',
'format' => null,
'allowed_values' => null
],
'si' => [
'col_idx' => 9,
'col_cell_name' => 'J',
'col_name' => 'SI',
'is_mandatory' => false,
'data_type' => 'int',
'format' => null,
'allowed_values' => null,
]
];
$this->general_relationships = [
'self' => [
'name' => 'Self',
'gender' => 'M',
'age_min' => 18,
'age_max' => null
],
'spouse' => [
'name' => 'Spouse',
'gender' => 'F',
'age_min' => 18,
'age_max' => null
],
'son' => [
'name' => 'Son',
'gender' => 'M',
'age_min' => null,
'age_max' => 25
],
'daughter' => [
'name' => 'Daughter',
'gender' => 'F',
'age_min' => null,
'age_max' => 25
],
'father' => [
'name' => 'Father',
'gender' => 'M',
'age_min' => 18,
'age_max' => null
],
'mother' => [
'name' => 'Mother',
'gender' => 'F',
'age_min' => 18,
'age_max' => null
],
'father-in-law' => [
'name' => 'Father in Law',
'gender' => 'M',
'age_min' => 18,
'age_max' => null
],
'mother-in-law' => [
'name' => 'Mother in Law',
'gender' => 'F',
'age_min' => 18,
'age_max' => null
]
];
}
public function viewLeadsList()
{
$data['tab_name'] = 'Leads';
$data['page_name'] = 'Leads';
// Set basic data
$data['issuer'] = $this->issuer;
$data['client_type'] = $this->clientType;
$data['lead_type'] = $this->leadType;
$data['lead_status'] = $this->leadsStatus;
// Fetch policy types and entity data
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
// dd($lastFiveYears);
if ($this->request->is('get')) {
// Fetch leads data
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
// Load layout and pass data
$this->loadLayout('lead_filter', $data);
} else {
$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
$where = "leads.id IN ($idsStr)";
} else {
$where = '1 = 0'; // No valid IDs, return empty result
}
// dd($where );
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$this->loadLayout('lead_filter', $data);
} else {
$search_data = $this->request->getPost();
$where = [];
foreach ($search_data as $search_objects => $key) {
if ($key != null && $key != '' && $key != 0 && $search_objects != 'is_dashboard') {
if($search_objects == 'status')
{
$where[('leads.'.$search_objects)] = $key;
}else{
$where[$search_objects] = $key;
}
}
}
// !dd($where);
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
$html = view('leads_list', $data);
return $this->respond(['status' => true, 'html' => $html], 200);
}
}
}
public function createLead()
{
// print_r($this->request->getPost()); die;
$id = $this->request->getPost('id');
$data = $this->prepareLeadData();
// print_r($data); die;
if (!$id) {
return $this->insertNewLead($data);
} else {
return $this->updateOldLead($id, $data);
}
}
private function prepareLeadData()
{
$data = $this->request->getPost();
$data['client_type'] = 1;
$data['pan'] = "";
if ($data['lead_type'] != 1) {
$client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
$data['client_name'] = $client_data['client_name'];
$data['client_short_name'] = $client_data['short_name'];
$data['entity_type_id'] = $client_data['entity_type_id'];
$data['client_type'] = $client_data['client_type'];
} else {
if(!empty($data['client_id'])){
$data['is_client_created'] = $data['client_id'];
}else{
$data['client_id'] = 0;
$data['client_branch_id'] = 0;
$data['source_policy_id'] = 0;
}
}
$data['client_code'] = generate_client_code();
if ($data['client_code'] == 2) {
$data['client_code'] = generate_client_code('IC');
}
if (isset($data['lead_form_type'])) {
$data = $this->prepareSingleLeadData($data);
} else {
$data = $this->prepareMultipleLeadData($data);
}
// print_r($data); die;
return $data;
}
private function prepareSingleLeadData($data)
{
// print_r($data); die;
$index_plus_one = 1;
$form_file_name = "file_name_" . $index_plus_one;
$form_docs_name = "docs_name_" . $index_plus_one;
$leads_file_primary_key = $data['leads_file_id'] ?? [];
$multi_file_data = [];
if (isset($data[$form_docs_name])) {
$files = $this->request->getFileMultiple($form_file_name);
$multi_file_data = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
}
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer']) && strpos($data['insurer'], '-') !== false) {
list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer']);
} else {
$insurer_branch_id = 0;
$insurer_id = 0;
}
$data['insurer_id'] = $insurer_id;
$data['insurer_branch_id'] = $insurer_branch_id;
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['tpa']) && strpos($data['tpa'], '-') !== false) {
list($tpa_branch_id, $tpa_id) = explode('-', $data['tpa']);
} else {
$tpa_branch_id = 0;
$tpa_id = 0;
}
$data['tpa_id'] = $tpa_id;
$data['tpa_branch_id'] = $tpa_branch_id;
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date']);
} else {
$data['policy_start_date'] = null;
}
if (!empty($data['policy_end_date'])) {
$data['policy_end_date'] = change_date_format($data['policy_end_date']);
} else {
$data['policy_end_date'] = null;
}
// $data['file_name'] = file_Upload($files, $uploadFilePath);
$data['multi_file_data'] = $multi_file_data ?? null;
$processcedData[] = $data;
// print_r($data);die();
return $processcedData;
}
private function prepareMultipleLeadData($data)
{
// print_r($data); die;
$processedData = [];
foreach ($data['policy_type_id'] as $index => $value) {
$index_plus_one = $index + 1;
$form_file_name = "file_name_" . $index_plus_one;
$form_docs_name = "docs_name_" . $index_plus_one;
$leads_file_primary_key = $data['leads_file_id'] ?? [];
$files = $this->request->getFileMultiple($form_file_name);
$multi_file_data = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer'][$index]);
} else {
$insurer_branch_id = 0;
$insurer_id = 0;
}
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['tpa'][$index]) && strpos($data['tpa'][$index], '-') !== false) {
list($tpa_branch_id, $tpa_id) = explode('-', $data['tpa'][$index]);
} else {
$tpa_branch_id = 0;
$tpa_id = 0;
}
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
} else {
$proposed_insurer_branch_id = 0;
$proposed_insurer_id = 0;
}
// Separate the TPA and TPA branch, handle missing or invalid data
if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
} else {
$proposed_tpa_branch_id = 0;
$proposed_tpa_id = 0;
}
if (!empty($data['policy_start_date'][$index])) {
$policy_start_date = change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
} else {
$policy_start_date = null;
}
if (!empty($data['policy_end_date'][$index])) {
$policy_end_date = change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
} else {
$policy_end_date = null;
}
if (!empty($data['incurred_claim_date'][$index])) {
$incurred_claims_date = change_date_format($data['incurred_claim_date'][$index], 'd/m/Y', 'Y-m-d');
} else {
$incurred_claims_date = null;
}
// if (!empty($data['premium_date'][$index])) {
// $premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
// } else {
// $premium_date = null;
// }
if (!empty($data['source_policy_start_date']) && $data['lead_type'] == 2) {
$data['source_policy_start_date'] = change_date_format($data['source_policy_start_date'], 'd/m/Y', 'Y-m-d');
} else {
$data['source_policy_start_date'] = null;
}
if (!empty($data['source_policy_end_date']) && $data['lead_type'] == 2) {
$data['source_policy_end_date'] = change_date_format($data['source_policy_end_date'], 'd/m/Y', 'Y-m-d');
} else {
$data['source_policy_end_date'] = null;
}
//convert the date
if (!empty($data['next_reminder_date'])) {
$data['next_reminder_date'] = change_date_format($data['next_reminder_date']);
} else {
$data['next_reminder_date'] = null;
}
//convert 0 and 1
if (isset($data['is_insurer_auto_mail'])) {
$data['is_insurer_auto_mail'] = 1;
} else {
$data['is_insurer_auto_mail'] = 0;
}
// $file_name = file_Upload($files[$index], $uploadFilePath);
$last_3_years_claims = $data['finyear'];
$processedData[] = [
'lead_type' => $data['lead_type'],
'issuer' => $data['issuer'],
'client_type' => $data['client_type'],
'client_name' => $data['client_name'],
'client_short_name' => $data['client_short_name'],
'entity_type_id' => $data['entity_type_id'],
'client_code' => $data['client_code'],
'pan' => $data['pan'],
'gst' => $data['gst'],
'branch_name' => $data['branch_name'],
'branch_code' => $data['branch_code'],
'contact_person_name' => $data['contact_person_name'],
'contact_person_mobile' => $data['contact_person_mobile'],
'contact_person_email' => $data['contact_person_email'],
'client_id' => $data['client_id'] ?? 0,
'client_branch_id' => $data['client_branch_id'] ?? 0,
'is_client_created' => $data['is_client_created'] ?? null,
'source_policy_id' => $data['source_policy_id'] ?? 0,
'policy_type_id' => $value,
'salse_person_id' => $data['salse_person_id'] ?? 0,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'tpa_id' => $tpa_id ?? 0,
'tpa_branch_id' => $tpa_branch_id ?? 0,
'policy_start_date' => $policy_start_date,
'policy_end_date' => $policy_end_date,
'no_of_lives' => $data['no_of_lives'][$index] ?? null,
'incurred_claims' => $data['incurred_claims'][$index] ?? 0,
'location' => $data['location'][$index] ?? null,
'proposed_insurer_id' => $proposed_insurer_id ?? 0,
'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
'proposed_tpa_id' => $proposed_tpa_id ?? 0,
'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
'renewal_emp_count' => $data['renewal_emp_count'][$index] ?? 0,
'renewal_dept_count' => $data['renewal_dept_count'][$index] ?? 0,
'renewal_no_of_lives' => $data['renewal_no_of_lives'][$index] ?? 0,
'incept_emp_count' => $data['incept_emp_count'][$index] ?? 0,
'incept_dept_count' => $data['incept_dept_count'][$index] ?? 0,
'incept_no_of_lives' => $data['incept_no_of_lives'][$index] ?? 0,
'exp_emp_count' => $data['exp_emp_count'][$index] ?? 0,
'exp_dept_count' => $data['exp_dept_count'][$index] ?? 0,
'exp_no_of_lives' => $data['exp_no_of_lives'][$index] ?? 0,
'incurred_claims_date' => $incurred_claims_date,
'paid_claims' => $data['paid_claims'][$index] ?? 0,
'outstanding_claims' => $data['outstanding_claims'][$index] ?? 0,
'policy_run_days' => $data['policy_run_days'][$index] ?? 0,
'premium_at_inception' => $data['premium_at_inception'][$index] ?? 0,
'premium_date' => $data['premium_date'][$index] ?? 0,
'earned_premium' => $data['earned_premium'][$index] ?? 0,
'annualised_claims' => $data['annualised_claims'][$index] ?? 0,
'incurred_claims_ratio' => $data['incurred_claims_ratio'][$index] ?? 0,
'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
'total_si_at_incept' => $data['total_si_at_incept'][$index] ?? 0,
'total_si_at_renewal' => $data['total_si_at_renewal'][$index] ?? 0,
'total_lives_at_incept' => $data['total_lives_at_incept'][$index] ?? 0,
'premium_at_incept' => $data['premium_at_incept'][$index] ?? 0,
'fin_years_claims' => $last_3_years_claims,
// 'file_name' => $file_name,
'multi_file_data' => $multi_file_data ?? null,
'status' => $data['status'] ?? null,
'notes' => $data['notes'] ?? null,
'lead_form_type' => $data['lead_form_type'] ?? 1,
'custom_fields' => $data['custom_fields'] ?? null,
'source_policy_start_date' => $data['source_policy_start_date'] ?? null,
'source_policy_end_date' => $data['source_policy_end_date'] ?? null,
'claim_history' => $data['claim_history'] ?? 0,
'next_reminder_date' => $data['next_reminder_date'] ?? 0,
'is_insurer_auto_mail' => $data['is_insurer_auto_mail'] ?? 0
];
}
// print_r($processedData);die();
return $processedData;
}
private function insertNewLead($data)
{
$insertCount = [];
foreach ($data as $value) {
$insert = $this->leadsModel->insert($value);
if ($insert) {
$this->insertMultiFilesData($value['multi_file_data'], $insert);
}
$insertCount[] = $insert;
$this->insertLeadStatus($insert, $value['status'], 3);
if ($value['lead_form_type'] == 1) {
//for this push the job to the calculateMembersDemography() function
$job_details = new Jobs();
// $r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => [
// 'lead_id' => $insert,
// ]]);
$r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
'lead_id' => $insert,
]]);
}
}
if (count($insertCount) > 0) {
return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' => $data], 200);
}
return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' => $data], 200);
}
private function updateOldLead($id, $data)
{
if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
$this->insertMultiFilesData($data[0]['multi_file_data'], $id, $data[0]['lead_form_type']);
$this->insertLeadStatus($id, $data[0]['status'], 3);
return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' => $data], 200);
}
return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
}
// Get the Single Lead data for edit uisng ajax (do not delete)
public function getLeadDataForEdit($id)
{
$data = $this->leadsModel
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
$data['lead_edit_data'] = $this->leadsModel
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['policy_start_date'] = null;
}
if (!empty($data['policy_end_date'])) {
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['policy_end_date'] = null;
}
if (!empty($data['incurred_claims_date'])) {
$data['incurred_claims_date'] = change_date_format($data['incurred_claims_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['incurred_claims_date'] = null;
}
// if (!empty($data['premium_date'])) {
// $data['premium_date'] = change_date_format($data['premium_date'], 'Y-m-d', 'd/m/Y');
// } else {
// $data['premium_date'] = null;
// }
$data['multi_file_data'] = $this->leadFilesModel
->where('lead_id', $id)
->where('type !=', 2)
->where('is_active', 1)
->first() ?? null;
$data['lastFiveYears'] = $this->getLastFiveFinancialYears();
$data['gpaClaimType'] = $this->claim_type_for_gpa;
$data['causeOfDeath'] = $this->cause_of_death;
if (!empty($data['fin_years_claims'])) {
$decoded = json_decode($data['fin_years_claims'], true);
$data['lead_edit_data']['fin_years_claims_array'] = isset($decoded['finyear']) ? $decoded['finyear'] : [];
} else {
$data['lead_edit_data']['fin_years_claims_array'] = [];
}
$data['html'] = $this->generateViewPageHtml($data['policy_type_id'], $data) ?? "";
// print_r($data); die;
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
return $this->respond(['status' => false], 200);
}
}
private function insertLeadStatus($primaryKey, $status, $statusType)
{
$statusData = [
'policy_tran_id' => $primaryKey,
'status' => $status,
'status_type' => $statusType,
'created_by' => get_session_userid(),
];
$this->policyTransactionStatusModel->insert($statusData);
}
public function uploadMultiFiles($files, $docs_names, $primaryKey)
{
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
$multi_file_data = [];
foreach ($files as $index => $value) {
$file_name = file_Upload_for_lead($value, $uploadFilePath);
$multi_file_data[] = [
'file_name' => $file_name,
'docs_name' => $docs_names[$index],
'id' => $primaryKey[$index] ?? "",
];
}
return $multi_file_data;
}
public function insertMultiFilesData($data, $lead_id, $lead_form_type = null)
{
log_message('info', 'insertMultiFilesData() called with lead_id: ' . $lead_id);
if (!empty($data)) {
log_message('info', 'Data is not empty. Total items: ' . count($data));
foreach ($data as $key => $value) {
log_message('info', "Processing item at index {$key}: " . json_encode($value));
if (!empty($value['id'])) {
log_message('info', "Record with ID {$value['id']} exists. Preparing to update.");
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
];
if (!empty($value['file_name'])) {
$lead_file_data['file_name'] = $value['file_name'];
log_message('info', "file_name found: {$value['file_name']}");
if (!empty($lead_form_type) && $lead_form_type == 1 && $key == 0) {
//for this push the job to the calculateMembersDemography() function
$job_details = new Jobs();
// $r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => [
// 'lead_id' => $lead_id,
// ]]);
$r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => [
'lead_id' => $lead_id,
]]);
log_message('info', "calculateMembersDemography JOB PUSHED");
}
}
log_message('info', "Updating leadFilesModel where id = {$value['id']} with data: " . json_encode($lead_file_data));
$this->leadFilesModel->where('id', $value['id'])->set($lead_file_data)->update();
} else {
log_message('info', "No ID found. Preparing to insert new record.");
if (!empty($value['file_name'])) {
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
'file_name' => $value['file_name'],
];
log_message('info', "Inserting into leadFilesModel: " . json_encode($lead_file_data));
$this->leadFilesModel->insert($lead_file_data);
} else {
log_message('warning', "Skipped insert: file_name missing in data at index {$key}");
}
}
if ($key == 0 && !empty($value['file_name'])) {
log_message('info', "Setting first file_name '{$value['file_name']}' to leadsModel for lead_id: {$lead_id}");
$this->leadsModel->where('id', $lead_id)->set('file_name', $value['file_name'])->update();
}
}
} else {
log_message('warning', 'insertMultiFilesData() received empty data array.');
}
log_message('info', 'insertMultiFilesData() completed successfully.');
return true;
}
public function removeMultiFile()
{
$id = $this->request->getGet('lead_file_id');
if (!empty($id)) {
$this->leadFilesModel->where('id', $id)->set(['is_active' => 0])->update();
return $this->respond(['status' => true, 'message' => 'File removed successfully'], 200);
} else {
return $this->respond(['status' => false, 'message' => 'File could not be removed.'], 200);
}
}
//--------RFQ-----------------------------------------------------------------------------------------------
// public function viewRFQ($id, $type = 1)
// {
// $data['rfq_data'] = $this->RFQModel
// ->where('lead_id', $id)
// // ->where('type', $type)
// ->where('is_active', 1)
// ->orderBy('id', 'desc')
// ->first();
// // dd($data);
// $data['rfq_count'] = $this->RFQModel
// ->where('lead_id', $id)
// // ->where('type', 1)
// ->where('is_active', 1)
// ->countAllResults();
// $data['qcr_count'] = $this->RFQModel
// ->where('lead_id', $id)
// ->where('type', 2)
// ->where('is_active', 1)
// ->countAllResults();
// // dd(count($data['rfq_data']));
// $data['lead_id'] = $id;
// $lead_data = $this->leadsModel
// ->select('
// leads.*,
// policy_type.question_json,
// policy_type.policy_type,
// policy_type.long_name,
// user_profiles.email as created_person_email
// ')
// ->join('policy_type', 'leads.policy_type_id = policy_type.id')
// ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
// ->where('leads.id', $id)
// ->where('leads.is_active', 1)
// ->first();
// // dd($lead_data);
// if ($lead_data['lead_type'] != 1) {
// $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
// if (isset($client_policy_data)) {
// $data['policy_terms'] = $client_policy_data['policy_terms'];
// }
// }
// $data['question_json'] = $lead_data['question_json'];
// $data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
// $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
// $data['userList'] = $this->userModel->getUserListForRFQ();
// $data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
// $data['lead_data'] = $lead_data;
// $data['tpa_list'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
// $data['account_manager'] = $this->userModel->where('is_active', 1)->where('role', 3)->findAll();
// $mail_content = '
// <p>Dear Sir,</p>
// <p>Greetings From Nhance India!</p>
// <p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
// <p>Kindly request you to share the competitive quotes at the earliest.</p>
// <p>In case of any query, please feel free to contact us.</p>
// <p>Thank You!</p><br>
// <p>Best regards,</p>
// <div style=\"margin: 0; padding: 0; line-height: 1.2;\">
// <div>{{LOGGED_USER_NAME}}</div>
// <div>Mobile: {{LOGGED_USER_MOBILE}}</div>
// </div>
// <img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
// ';
// if ($data['lead_data']['policy_end_date'] != null) {
// $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
// } else {
// $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
// }
// if ($lead_data['policy_type_id'] == 1) {
// $data['totalSumAssured'] = $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]);
// } else {
// $data['totalSumAssured'] = [];
// }
// $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
// $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
// $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
// $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
// $data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
// $installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
// $data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null;
// $data['attachment_html'] = view('rfq/attachment_files', $data) ?? "";
// $data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id'];
// $data['multi_file_data_html'] = $this->renderFileFields($data['multi_file_data']);
// // dd($data);
// if ($data['lead_data']['lead_form_type'] == 1) {
// $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]);
// $this->loadLayout('view_rfq.php', $data);
// } else if ($data['lead_data']['lead_form_type'] == 2) {
// $data['occupancy'] = $this->occupancyModel->findAll();
// // dd($data['occupancy']);
// if ($lead_data['lead_type'] != 1 && $data['rfq_count'] == 0) {
// $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
// if (isset($client_policy_data)) {
// $data['rfq_data']['json'] = $client_policy_data['placement_json'];
// }
// }
// if (!empty($data['question_json'])) {
// $data['policies'] = json_decode($data['question_json'], true)['policies'];
// $data["child_table_data"] = json_decode($data['question_json'], true)['child_table_data'];
// }
// $data['product'] = $this->leadsModel->select("policy_type.policy_type")->join('policy_type', 'leads.policy_type_id = policy_type.id')->where('leads.id', $id)->first()['policy_type'];
// // $data['lead_register_data'] = json_decode($data['lead_data']['custom_fields']);
// // dd($data['lead_register_data']);
// // $data['entity_type'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
// $data['buisness_type'] = $this->buisnessType;
// // dd($data);
// $data['client_type'] = $this->clientType;
// $this->loadLayout('view_rfq_non_eb', $data);
// }
// }
public function viewRFQ($id, $type = 1)
{
// 1. Combine RFQ queries into a single query
$rfqStats = $this->RFQModel
->select('
COUNT(*) as total_count,
SUM(CASE WHEN type != 2 THEN 1 ELSE 0 END) as rfq_count,
SUM(CASE WHEN type = 2 THEN 1 ELSE 0 END) as qcr_count
')
->where('lead_id', $id)
->where('is_active', 1)
->first();
$data['rfq_count'] = $rfqStats['rfq_count'] ?? 0;
$data['qcr_count'] = $rfqStats['qcr_count'] ?? 0;
// 2. Get RFQ data separately (only if needed)
$data['rfq_data'] = $this->RFQModel
->where('lead_id', $id)
->where('is_active', 1)
->orderBy('id', 'desc')
->first();
$data['lead_id'] = $id;
// 3. Optimize lead data query with specific field selection
$lead_data = $this->leadsModel
->select('
leads.*,
lead_files.status as demography_file_status,
policy_type.question_json,
policy_type.policy_type,
policy_type.long_name,
user_profiles.email as created_person_email
')
->join('policy_type', 'leads.policy_type_id = policy_type.id')
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->join('lead_files', 'leads.id = lead_files.lead_id AND lead_files.type = 2 AND lead_files.is_active = 1', 'left')
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
if (!$lead_data) {
// Handle case where lead doesn't exist
throw new \Exception('Lead not found');
}
// 4. Conditional query - only fetch if needed
if ($lead_data['lead_type'] != 1) {
$client_policy_data = $this->clientPolicyModel
->select('policy_terms, placement_json')
->where('is_active', 1)
->where('id', $lead_data['source_policy_id'])
->first();
if ($client_policy_data) {
$data['policy_terms'] = $client_policy_data['policy_terms'];
// Store for later use in lead_form_type == 2 condition
if ($lead_data['lead_form_type'] == 2 && $data['rfq_count'] == 0) {
$data['rfq_data']['json'] = $client_policy_data['placement_json'];
}
}
}
// 5. Cache decoded JSON to avoid multiple decodes
$question_json_decoded = !empty($lead_data['question_json'])
? json_decode($lead_data['question_json'], true)
: null;
$data['question_json'] = $lead_data['question_json'];
$data['tab_name'] = $type == 2 ? 'QCR' : 'RFQ';
$data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
$data['lead_data'] = $lead_data;
// 6. Parallel/batch data fetching for independent queries
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['userList'] = $this->userModel->getUserListForRFQ();
$data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
$data['tpa_list'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$data['account_manager'] = $this->userModel
->where('is_active', 1)
->where('role', 3)
->findAll();
// 7. Define mail templates as constants or config
$mail_content = $this->getMailTemplate();
$placement_mail_content = $this->getMailTemplate('placement');
$subject = $this->getSubjectTemplate($lead_data);
// 8. Pre-calculate sum assured only for GPA
$data['totalSumAssured'] = ($lead_data['policy_type_id'] == 1) ? $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]) : [];
// 9. Transform mail content once
$data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
$data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
$data['placement_mail_content'] = $this->transformMailContent($lead_data, $placement_mail_content, 'Placement');
$data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
// 10. Combine related queries
$data['multi_file_data'] = $this->leadFilesModel
->where('lead_id', $id)
->where('type !=', 2)
->where('is_active', 1)
->findAll();
$installment_data['installments'] = $this->leadInstallmentPaymentDetails
->where('lead_id', $id)
->where('is_active', 1)
->findAll();
// 11. Generate views efficiently
$data['lead_data']['installment_data'] = !empty($installment_data['installments'])
? view('rfq/installment_fields', $installment_data)
: null;
$data['attachment_html'] = view('rfq/attachment_files', $data);
$user_team = $this->userModel
->select("ut.team_id")
->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")
->where("user_profiles.is_active", 1)
->first();
$data['user_team'] = $user_team['team_id'] ?? null;
$data['multi_file_data_html'] = $this->renderFileFields($data['multi_file_data']);
// 12. Conditional rendering based on lead_form_type
if ($lead_data['lead_form_type'] == 1) {
$data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]);
$this->loadLayout('view_rfq.php', $data);
} else if ($lead_data['lead_form_type'] == 2) {
$data['occupancy'] = $this->occupancyModel->findAll();
// Use cached decoded JSON
if ($question_json_decoded) {
$data['policies'] = $question_json_decoded['policies'] ?? [];
$data["child_table_data"] = $question_json_decoded['child_table_data'] ?? [];
}
$data['product'] = $lead_data['policy_type'];
$data['buisness_type'] = $this->buisnessType;
$data['client_type'] = $this->clientType;
$this->loadLayout('view_rfq_non_eb', $data);
}
}
// 13. Extract mail template to separate method for reusability
private function getMailTemplate( $template_type = "" )
{
if($template_type == 'placement'){
return '
<p>Dear Sir,</p>
<p>Greetings From Nhance India!</p>
<p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
<p>Kindly request you to issue the policy at the earliest.</p>
<p>In case of any query, please feel free to contact us.</p>
<p>Thank You!</p><br>
<p>Best regards,</p>
<div style="margin: 0; padding: 0; line-height: 1.2;">
<div>{{LOGGED_USER_NAME}}</div>
<div>Mobile: {{LOGGED_USER_MOBILE}}</div>
</div>
<img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
';
}else{
return '
<p>Dear Sir,</p>
<p>Greetings From Nhance India!</p>
<p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
<p>Kindly request you to share the competitive quotes at the earliest.</p>
<p>In case of any query, please feel free to contact us.</p>
<p>Thank You!</p><br>
<p>Best regards,</p>
<div style="margin: 0; padding: 0; line-height: 1.2;">
<div>{{LOGGED_USER_NAME}}</div>
<div>Mobile: {{LOGGED_USER_MOBILE}}</div>
</div>
<img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
';
}
}
// 14. Extract subject template to separate method
private function getSubjectTemplate($lead_data)
{
return $lead_data['policy_end_date'] != null
? "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}"
: "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
}
public function savePolicyInfo()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
$json_data = $data['registration_json'];
$existingJson = $this->RFQModel->where('is_active', 1)->where("lead_id", $lead_id)->first()['registration_json'] ?? null;
if (empty($existingJson)) {
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 1)
->where('is_active', 1)
->set('is_active', 0)
->update();
$insertData['lead_id'] = $lead_id;
$insertData['registration_json'] = json_encode($json_data);
$this->RFQModel->insert($insertData);
return $this->respond(['status' => true, "message" => "Policy Inforamtion saved"]);
} else {
return $this->respond(['status' => true, "message" => "Policy Inforamtion Already saved"]);
}
}
public function createRFQ()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'] ?? null;
if (!$lead_id) {
return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
}
$rfq_created = $this->RFQModel->where('lead_id', $lead_id)->where('is_active', 1)->countAllResults();
$qcr_created = false;
$inputJson = json_decode($data['json'], true);
if (isset($inputJson['premium_data']) && !empty($inputJson['premium_data'])) {
$sortedJson = $this->reorderProposalsByInsurerTotal($inputJson);
$data['json'] = json_encode($sortedJson);
$qcr_created = true;
}
$quote_received_insurer = [];
if (($data['submit_type'] ?? "") === 'QCR') {
$inputJson = json_decode($data['json'], true);
$proposal_data = $inputJson['proposal_data'] ?? array_pop($inputJson);
if (isset($proposal_data['over_all_column_data'])) {
$proposel_count = $proposal_data['over_all_column_data'];
$this->myLogger->logme("error", "insurer id : " . json_encode($proposel_count));
foreach ($proposel_count as $key => $value) {
if (!empty($value['insurers'])) {
$qcr_created = true;
foreach ($value['insurers'] as $insurer => $id) {
if (!empty($id['id'])) {
$quote_received_insurer[] = $id['id'];
}
}
}
}
}
}
$this->myLogger->logme("error", "quote_received_insurer : " . json_encode($quote_received_insurer));
$data['type'] = 1;
//update the quote received insurer data to the lead
if(count($quote_received_insurer) != 0){
$this->leadsModel->update($lead_id, ['quote_received_insurer' => json_encode($quote_received_insurer ?? [])]);
$this->myLogger->logme("error", "quote_received_insurer data updated in the lead: " . json_encode($quote_received_insurer));
}
// Deactivate existing RFQs for this lead and type
if (!isset($data['rfq_primaryKey']) && empty($data['rfq_primaryKey'])) {
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 1)
->where('is_active', 1)
->set('is_active', 0)
->update();
}
// Handle registration_json
if (empty($data['registration_json'])) {
// Fetch the latest registration_json if not provided
$latest = $this->RFQModel
->select('registration_json')
->where('lead_id', $lead_id)
->orderBy('id', 'DESC')
->first();
if (!empty($latest['registration_json'])) {
$data['registration_json'] = $latest['registration_json'];
}
}
// print_r($data); die;
// $data['json'] = "";
if (isset($data['rfq_primaryKey']) && !empty($data['rfq_primaryKey'])) {
$this->RFQModel->update($data['rfq_primaryKey'], $data);
$insertId = $data['rfq_primaryKey'];
$affectedRows = db_connect()->affectedRows();
} else {
// Insert new RFQ
$insertId = $this->RFQModel->insert($data);
}
if ($insertId) {
if (empty($rfq_created)) {
$this->leadsModel->update($lead_id, ['status' => "rfq_created"]);
}
if ($qcr_created == true) {
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['qcr_sent', 'lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "qcr_created"])
->update();
}
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR saved successfully' : 'RFQ saved successfully';
return $this->respond([
'status' => true,
'id' => $insertId,
'message' => $message,
'data' => $data,
'affectedRows' => $affectedRows ?? null,
], 200);
}
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'Failed to save QCR' : 'Failed to save RFQ';
return $this->respond([
'status' => false,
'id' => null,
'message' => $message,
'data' => $data
], 200);
}
public function createQCR()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
$data['type'] = 2;
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 2)
->where('is_active', 1)
->set('is_active', 0)
->update();
$result = $this->RFQModel->insert($data);
if ($result) {
return $this->respond(['status' => true, 'id' => $result, 'message' => 'QCR created successfully', 'data' => $data], 200);
}
return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create QCR", 'data' => $data], 200);
}
public function reorderProposalsByInsurerTotal(array $data): array
{
if (!isset($data['premium_data']['data'])) return $data;
$original = $data['premium_data']['data'];
$proposals = [];
$others = [];
$emptyKeyData = [];
foreach ($original as $key => $value) {
// Match only keys that look like 'Proposal X'
if (preg_match('/^(Proposal\s+\d+|Existing Renewal|Existing Rollover)$/', $key)) {
// Get the insurer entry (not 'Quote Asked')
foreach ($value as $subKey => $subVal) {
if ($subKey !== 'Quote Asked' && isset($subVal['Total'])) {
$proposals[$key] = $value;
break;
} else {
$proposals[$key] = $value;
}
}
} else {
if ($key === '' && isset($value['']) && is_array($value[''])) {
// Capture empty key to push it later
$emptyKeyData[$key] = $value;
} else {
$others[$key] = $value;
}
}
}
foreach ($proposals as $proposalKey => &$proposal) {
$quoteAsked = $proposal['Quote Asked']; // Keep Quote Asked separately
unset($proposal['Quote Asked']);
uasort($proposal, function ($a, $b) {
return $a['Total'] <=> $b['Total']; // Ascending by Total
});
// Add Quote Asked back at the top
$proposal = array_merge(['Quote Asked' => $quoteAsked], $proposal);
}
// Sort proposals by their insurer's total
uasort($proposals, function ($a, $b) {
$totalA = 0;
$totalB = 0;
foreach ($a as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalA = floatval($val['Total']);
break;
}
}
foreach ($b as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalB = floatval($val['Total']);
break;
}
}
return $totalA <=> $totalB;
});
// Merge back the sorted proposals into the full structure
$data['premium_data']['data'] = array_merge($others, $proposals, $emptyKeyData);
$data = $this->reorderProposalDataByPremiumOrder($data);
return $data;
}
private function reorderProposalDataByPremiumOrder(array $data): array
{
if (!isset($data['premium_data']['data'], $data['proposal_data']['over_all_column_data'])) {
return $data;
}
$porposalData = $data['premium_data']['data'];
$premiumProposals = array_keys($data['premium_data']['data']);
$filteredProposals = [];
//Reorder the Insurer based on the Premium data insurer
foreach ($porposalData as $key => $value) {
if(in_array($key, ['Particulars', ""])){
continue;
}
// Ensure the premium data is an array and not empty
if (!is_array($value) || empty($value)) {
continue;
}
// Step 1: Get the premium display_name order (excluding "Quote Asked")
$premiumOrder = array_keys(array_diff_key($value, ["Quote Asked" => ""]));
// Skip if no valid order found
if (empty($premiumOrder)) {
continue;
}
// usort($data['proposal_data']['over_all_column_data'][$key]['insurers'], function($a, $b) use ($premiumOrder) {
// return array_search($a['display_name'], $premiumOrder) - array_search($b['display_name'], $premiumOrder);
// });
// Step 2: Reorder proposal insurers based on premium order
usort($data['proposal_data']['over_all_column_data'][$key]['insurers'], function($a, $b) use ($premiumOrder) {
$posA = array_search($a['display_name'] ?? '', $premiumOrder);
$posB = array_search($b['display_name'] ?? '', $premiumOrder);
// If not found, push to the end
$posA = $posA === false ? PHP_INT_MAX : $posA;
$posB = $posB === false ? PHP_INT_MAX : $posB;
return $posA - $posB;
});
}
// Collect proposal keys that match the pattern "Proposal X"
foreach ($premiumProposals as $key) {
if (preg_match('/^(Proposal\s+\d+|Existing Renewal|Existing Rollover)$/', $key) && isset($data['proposal_data']['over_all_column_data'][$key])) {
$filteredProposals[$key] = $data['proposal_data']['over_all_column_data'][$key];
}
}
// dd($premiumProposals, $filteredProposals);
$data['proposal_data']['over_all_column_data'] = $filteredProposals;
$data = $this->reorderProposalInHeaderAndData($data);
return $data;
}
private function reorderProposalInHeaderAndData(array $data): array
{
$tableData = $data['table_data'];
$sortedProposalOrder = $data['proposal_data']['over_all_column_data'];
$headers = $tableData['headers'] ?? [];
$dataRows = $tableData['data'] ?? [];
// Step 1: Separate static and proposal headers
$staticHeaders = [];
$proposalHeaders = [];
$actionHeader = [];
foreach ($headers as $header) {
if (in_array($header['parentHeader'], array_keys($sortedProposalOrder))) {
$proposalHeaders[$header['parentHeader']] = $header;
} else {
if ($header['parentHeader'] == "Action") {
$actionHeader[] = $header;
} else {
$staticHeaders[] = $header;
}
}
}
//Reorder the SubHeader of the Proposel
foreach ($sortedProposalOrder as $proposalKey => $proposalData) {
// Skip if insurers or subHeaders are missing
if (
!isset($proposalData['insurers']) ||
!is_array($proposalData['insurers']) ||
!isset($proposalHeaders[$proposalKey]['subHeaders']) ||
!is_array($proposalHeaders[$proposalKey]['subHeaders'])
) {
continue;
}
// Keep "Quote Asked" fixed at index 0
$newSubHeaders = ["Quote Asked"];
// Add insurers in the sorted order
foreach ($proposalData['insurers'] as $insurer) {
if(in_array($insurer['display_name'], $proposalHeaders[$proposalKey]['subHeaders'])){
$newSubHeaders[] = $insurer['display_name'];
}
}
// Replace the subHeaders in the header array
$proposalHeaders[$proposalKey]['subHeaders'] = $newSubHeaders;
}
// dd($staticHeaders, $proposalHeaders, $sortedProposalOrder);
// Step 2: Reorder headers
$reorderedHeaders = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalHeaders[$proposalKey])) {
$reorderedHeaders[] = $proposalHeaders[$proposalKey];
}
}
// print_rr($reorderedHeaders); die;
$proposel_count = 1;
foreach ($reorderedHeaders as $key => &$value) {
if(!in_array($value['parentHeader'], ["Existing Renewal", "Existing Rollover"])){
$value['parentHeader'] = 'Proposal ' . $proposel_count;
$proposel_count++;
}
}
unset($value);
//merge the all headers
$reorderedHeaders = array_merge($staticHeaders, $reorderedHeaders, $actionHeader);
// Step 3: Reorder each row's `data` by matching parentth
foreach ($dataRows as $dataRowIndex => &$row) {
$staticData = [];
$proposalData = [];
$actionData = [];
foreach ($row['data'] as $entry) {
if (in_array($entry['parentth'], array_keys($sortedProposalOrder))) {
$proposalData[$entry['parentth']][] = $entry;
} else {
if ($entry['parentth'] == "Action") {
$actionData[] = $entry;
} else {
$staticData[] = $entry;
}
}
}
$reorderedProposalData = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalData[$proposalKey])) {
foreach ($proposalData[$proposalKey] as $entry) {
$reorderedProposalData[] = $entry;
}
}
}
$dubParTh = "";
$increament = 0;
foreach ($reorderedProposalData as $key => &$value) {
if ($dubParTh == $value['parentth']) {
if(!in_array($value['parentth'], ["Existing Renewal", "Existing Rollover"])){
$value['parentth'] = 'Proposal ' . ($increament);
}
} else {
$dubParTh = $value['parentth'];
if(!in_array($value['parentth'], ["Existing Renewal", "Existing Rollover"])){
$increament = $increament + 1;
$value['parentth'] = 'Proposal ' . ($increament);
}
}
}
unset($value);
//Reorder the Row Data based on the Insurer
$reorderedProposalData = $this->reorderProposalRowData($reorderedProposalData, $proposalHeaders);
// print_rr($reorderedProposalData); die;
$row['data'] = array_merge($staticData, $reorderedProposalData, $actionData);
}
$data['table_data']['headers'] = $reorderedHeaders;
$data['table_data']['data'] = $dataRows;
$renumberedArray = $this->renumberProposalKeys($data['proposal_data']['over_all_column_data']);
$updatedDataSet = $this->renumberProposalKeys($data['premium_data']['data']);
$data['proposal_data']['over_all_column_data'] = !empty($renumberedArray) ? $renumberedArray : $data['proposal_data']['over_all_column_data'];
$data['premium_data']['data'] = !empty($updatedDataSet) ? $updatedDataSet : $data['premium_data']['data'];
return $data;
}
private function reorderProposalRowData(array $proposalRowData, array $proposalHeaderData): array
{
$newRowData = [];
// Group rows by parentth
$groupedRows = [];
foreach ($proposalRowData as $row) {
if (!isset($row['parentth'])) {
continue; // skip invalid rows
}
$groupedRows[$row['parentth']][] = $row;
}
// Reorder each group's rows based on header subHeaders
foreach ($proposalHeaderData as $proposalKey => $headerInfo) {
if (
!isset($groupedRows[$proposalKey]) ||
!isset($headerInfo['subHeaders']) ||
!is_array($headerInfo['subHeaders'])
) {
continue;
}
$order = $headerInfo['subHeaders'];
$rows = $groupedRows[$proposalKey];
// Sort whole rows according to subth position in $order
usort($rows, function ($a, $b) use ($order) {
return array_search($a['subth'], $order) - array_search($b['subth'], $order);
});
// Append sorted rows to final array
$newRowData = array_merge($newRowData, $rows);
}
return $newRowData;
}
private function renumberProposalKeys(array $input): array
{
$result = [];
$counter = 1;
foreach ($input as $key => $value) {
if (strpos($key, 'Proposal') === 0) {
$newKey = 'Proposal ' . $counter++;
$result[$newKey] = $value;
} else {
$result[$key] = $value;
}
}
return $result;
}
public function removeInstallments()
{
$id = $this->request->getGet('id');
// print_r($id); die;
if (!empty($id)) {
$this->leadInstallmentPaymentDetails->whereIn('id', $id)->set(['is_active' => 0])->update();
} else {
return $this->respond(['status' => false, 'message' => 'Could not be removed.'], 200);
}
if ($this->request->getGet('lead_id')) {
$lead_id = $this->request->getGet('lead_id');
$data = [
'no_of_installment' => 0,
'is_installment' => 0
];
$this->leadsModel->where('id', $lead_id)->set($data)->update();
}
return $this->respond(['status' => true, 'message' => 'Removed successfully'], 200);
}
//-----RFQ and QCR EXPORT------------------------------------------------------------------------------------------------
//export main route function
public function exportQCRandRFQ($lead_id, $type, $lead_form_type)
{
$this->exportExcelForQCRandRFQ($lead_id, $type, $lead_form_type);
}
//FOR EXCEL
public function exportExcelForQCRandRFQ($lead_id, $type, $lead_form_type = 1)
{
if ($lead_form_type == 2) {
$filepath = $this->constructNonEbExcelToSaveTemp($lead_id, $type);
} else {
$filepath = $this->constructExcelToSaveTemp($lead_id, $type);
}
$lead_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
// dd($filepath);
//Excel merging part
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
$temp_file_path = $filepath['filePath'];
$temp_file_name = $filepath['fileName'];
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
// dd($lead_data, $temp_file_path, $temp_file_name, $lead_file_path);
if ($lead_file_path) {
$filePaths = [
['file_path' => $temp_file_path, 'sheets' => []],
['file_path' => $lead_file_path, 'sheets' => []]
];
// $outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $temp_file_path);
// print_rr($result);
}
}
$filepath = $filepath['filePath'];
if (file_exists($filepath)) {
// Set headers to force download
header('Content-Description: File Transfer');
header('Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
header('Content-Disposition: attachment; filename="' . basename($filepath) . '"');
header('Content-Length: ' . filesize($filepath));
header('Pragma: public');
// Output the file content
readfile($filepath);
// Delete the file after download
unlink($filepath);
exit;
} else {
echo "File does not exist.";
}
}
//Construct excel file and save the file to the folder and return file path
public function constructExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
{
helper('excel_util_helper');
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
$is_placement = false;
$length = 0;
// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
// print_r($propsal_and_insurer); die;
// print_r($is_placement); die;
$data = json_decode($rfq_data['json'], true);
$sheetName = 'Worksheet';
if ($type == 2) {
$sheetName = 'QCR';
// $propsal_and_insurer = "Proposal 1-ICICIPRU-ICICI001";
$data = $this->convertJsonForQCR($data, $type);
if ($propsal_and_insurer !== null) {
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
$is_placement = true;
$sheetName = 'Placement';
}
} else if ($type == 1) {
$sheetName = 'RFQ';
$data = $this->convertJsonForQCR($data, $type);
} // dd($data);
if ($rfq_data['lead_type'] == 1) {
if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'No of Employees' => $rfq_data['incept_emp_count'],
'No of Dependents' => $rfq_data['incept_dept_count'],
'Total Lives' => $rfq_data['incept_no_of_lives'],
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
// 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
// 'TPA' => $rfq_data['tpa_name'] ?? " - ",
// 'Policy Run Days' => $rfq_data['policy_run_days'],
];
} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
// 'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
// 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
// 'TPA' => $rfq_data['tpa_name'] ?? " - ",
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
];
}
} else {
if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
if($is_placement == true){
$lead_data = [
'Insured' => $rfq_data['client_name'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
// 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
// 'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
// 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
// 'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
// 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
// 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Insurer' => $rfq_data['insurer_name'] ?? " - ",
'TPA' => $rfq_data['tpa_name'] ?? " - ",
// 'Policy Run Days' => $rfq_data['policy_run_days'],
// 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
// 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
// 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
// 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
// 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
// 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
// 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
];
}else{
$lead_data = [
'Insured' => $rfq_data['client_name'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'No of Employees at Inception' => $is_placement ? '-' : $rfq_data['incept_emp_count'],
'No of Dependents at Inception' => $is_placement ? '-' : $rfq_data['incept_dept_count'],
'Total Lives at Inception ' => $is_placement ? '-' : $rfq_data['incept_no_of_lives'],
'No of Employees at Expiry' => $is_placement ? '-' : $rfq_data['exp_emp_count'],
'No of Dependents at Expiry' => $is_placement ? '-' : $rfq_data['exp_dept_count'],
'Total Lives at Expiry ' => $is_placement ? '-' : $rfq_data['exp_no_of_lives'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date'])
? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date']))
: "To be decided",
'Insurer' => $rfq_data['insurer_name'] ?? " - ",
'TPA' => $rfq_data['tpa_name'] ?? " - ",
'Policy Run Days' => $is_placement ? '-' : $rfq_data['policy_run_days'],
'Inception Premium' => $is_placement ? '-' : formatIndianCurrency($rfq_data['premium_at_inception']),
'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => $is_placement ? '-' : formatIndianCurrency($rfq_data['premium_date']),
'Earned Premium' => $is_placement ? '-' : formatIndianCurrency(intval($rfq_data['earned_premium'])),
'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => $is_placement ? '-' : formatIndianCurrency($rfq_data['incurred_claims']),
'Annualised Claims' => $is_placement ? '-' : formatIndianCurrency(intval($rfq_data['annualised_claims'])),
'Incurred Claims Ratio' => $is_placement ? '-' : $rfq_data['incurred_claims_ratio'] . " %",
'Earned Claims Ratio' => $is_placement ? '-' : $rfq_data['earned_claims_ratio'] . " %",
];
}
} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
$lead_data = [
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
'Total Sum Insured at Inception' => $rfq_data['total_si_at_incept'],
'Premium at inception' => $rfq_data['premium_at_incept'],
'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'Existing Insurer' => $rfq_data['insurer_name'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'Total Sum Insured at Renewal' => $rfq_data['total_si_at_renewal'],
'Claims Experience for last 3 years' => "Mentioned in Claims sheet",
// 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
// 'TPA' => $rfq_data['tpa_name'] ?? " - ",
// 'Total Lives at Inception' => $rfq_data['total_lives_at_incept'],
];
}
}
// print_r($lead_data); die;
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
$sheet->setTitle($sheetName);
// Start with lead_data at the top
$rowNumber = 1;
$mergeRange1 = "A{$rowNumber}:B{$rowNumber}";
// $sheet->mergeCells($mergeRange1);
$sheet->setCellValue("A{$rowNumber}", "Nhance India Insurance Broking Pvt Ltd");
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => [
'bold' => true,
'size' => 23
],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Apply center alignment to the cell
// $sheet->getStyle("C{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
// $sheet->getStyle("C{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
$rowNumber = $rowNumber + 1;
// Initialize max width tracking variables
$maxWidthA = 0;
$maxWidthB = 0;
foreach ($lead_data as $key => $value) {
// Merge A:B for key and C:D for value
$mergeRangeKey = "A{$rowNumber}:B{$rowNumber}";
// $mergeRangeValue = "C{$rowNumber}";
$sheet->mergeCells($mergeRangeKey);
// $sheet->mergeCells($mergeRangeValue);
// Set values in merged cells
$sheet->setCellValue("A{$rowNumber}", $key);
$sheet->setCellValue("C{$rowNumber}", $value);
// // Apply styles for alignment and bold text in A:B
// $sheet->getStyle($mergeRangeKey)->applyFromArray([
// 'font' => ['bold' => true],
// 'alignment' => [
// 'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
// 'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
// ],
// ]);
// Apply bold style to B column if the key is "Insured"
if ($key == "Insured") {
$sheet->getStyle("C{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
]);
}
// Track max width needed for columns
$maxWidthA = max($maxWidthA, mb_strlen($key));
$maxWidthB = max($maxWidthB, mb_strlen($value));
$rowNumber++;
}
// Set column width based on max content length (adjusted for padding)
$sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
// $sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.5);
$sheet->getColumnDimension('C')->setWidth(35);
// $rowNumber += 2;
// Add headers and subheaders
$headers = $data['table_data']['headers'];
$sheet->setCellValue("A{$rowNumber}", "Details of Coverage");
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => [
'bold' => true,
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'ADD8E6'],
],
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
if($type == 2){
$subheader_count = array_sum(
array_map(
fn($header) => count(array_filter(
$header['subHeaders'],
fn($sub) => $sub !== "Quote Asked"
)),
$data['table_data']['headers']
)
);
}else{
$subheader_count = array_sum(array_map(fn($header) => count($header['subHeaders']), $data['table_data']['headers']));
}
if ($is_placement == false) {
$subheader_count = $subheader_count - 2;
}
$headerCount = count($data['table_data']['headers']);
$lastColumn = Coordinate::stringFromColumnIndex($subheader_count);
// dd( $headerCount, $lastColumn);
// Merge cells from A to the last column
$mergeRange = "A{$rowNumber}:{$lastColumn}{$rowNumber}";
$sheet->getStyle($mergeRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
$sheet->mergeCells($mergeRange);
$rowNumber_for_remove_quote_asked = $rowNumber;
$rowNumber = $rowNumber + 1;
if ($type == 2) {
$subHeaderRow = $rowNumber + 1;
} else {
// $subHeaderRow = $rowNumber_for_remove_quote_asked;
$subHeaderRow = $rowNumber + 1;
}
$columnLetter = 'A';
$header_actual_count = 0;
$headerIndex = 0;
foreach ($headers as $header) {
// Kint::dump($header);
if($is_placement == true){
//for placement proposal only
$nxt_ro = $rowNumber + 1;
$sheet->mergeCells("C{$rowNumber}:C{$nxt_ro}");
}
if (in_array($header['parentHeader'], ['Item Key', 'Action'])) {
continue;
}
if (!in_array($header['parentHeader'], ['Item Key', 'Action', 'Sno', 'Particulars'])) {
$header_actual_count++;
//Quote asked not showed in the QCR excel so some proposel has only one Quote Asked, So that case avoid the proposel name
$subHeaderCount = count($header['subHeaders'] ?? []) ?? 0;
if($subHeaderCount <= 1 && $type == 2 && $is_placement == false){
// print_rr($header);
continue;
}
}
if ($header['parentHeader'] === 'Sno') {
$header['parentHeader'] = 'S.No.';
$sheet->getColumnDimension('A')->setWidth(10);
//merge the 2 row cells of the S.No.
$nxt_ro = $rowNumber + 1;
$sheet->mergeCells("{$columnLetter}{$rowNumber}:{$columnLetter}{$nxt_ro}");
}
if ($header['parentHeader'] === 'Particulars') {
$sheet->getColumnDimension('B')->setWidth(35);
//merge the 2 row cells of the particulars
$nxt_ro = $rowNumber + 1;
$sheet->mergeCells("{$columnLetter}{$rowNumber}:{$columnLetter}{$nxt_ro}");
}
$startColumn = $columnLetter; // Start of the current header range
if($type == 2){
$subHeaderCount = count(array_filter($header['subHeaders'], function($subHeader) {
return $subHeader !== "Quote Asked";
}));
}else{
$subHeaderCount = count($header['subHeaders']); // Number of subheaders for this parent header
}
// Set parent header value
if ($is_placement == true && !in_array($header['parentHeader'], ['Particulars', 'S.No.'])) {
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Terms");
} else {
if(in_array($header['parentHeader'], ["Existing Renewal", "Existing Rollover"])){
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Existing Terms");
}else if(in_array($header['parentHeader'], ["Particulars", "S.No."])){
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
}else{
$headerIndex = $headerIndex + 1;
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Proposal Terms " . $headerIndex);
}
}
$sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Merge header cells if it spans multiple subheaders
if ($subHeaderCount > 1) {
$endColumn = Coordinate::stringFromColumnIndex(Coordinate::columnIndexFromString($startColumn) + $subHeaderCount - 1);
$sheet->mergeCells("{$startColumn}{$rowNumber}:{$endColumn}{$rowNumber}");
} else {
$endColumn = $startColumn; // No merge needed if only one subheader
}
// Add subheaders
foreach ($header['subHeaders'] as $subHeader) {
if($type == 2 && in_array($subHeader, ['Quote Asked'])){
continue;
}
if ($is_placement == false) {
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
}
if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C") {
$sheet->getColumnDimension($columnLetter)->setWidth(35);
} else {
$sheet->getColumnDimension('A')->setWidth(10);
}
if ($is_placement == false) {
$sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
}
$columnLetter++; // Move to the next column for subheaders
// Kint::dump($subHeader);
$length++;
}
}
if($header_actual_count == 1 && $type == 1){
$sheet->getColumnDimension('B')->setWidth(80);
}else{
$sheet->getColumnDimension('B')->setWidth(35);
}
// Apply border to the header range
$prevColumn1 = $this->getPreviousColumn($columnLetter);
$headerRange = "A{$rowNumber}:" . "{$prevColumn1}" . "{$subHeaderRow}";
$sheet->getStyle($headerRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
// Increase row height for headers and subheaders
$sheet->getRowDimension($rowNumber)->setRowHeight(25); // Header row height
$sheet->getRowDimension($subHeaderRow)->setRowHeight(20); // Subheader row height
if ($is_placement == true) {
$rowNumber = $subHeaderRow + 1;
} else {
$rowNumber = $subHeaderRow + 1;
}
// dd($rowNumber);
$column_data = $data['table_data']['data'];
$serial_no = 1;
$maxColumnWidths = [];
// Add table data rows
foreach ($column_data as $dataRow) {
$columnLetter = 'A';
foreach ($dataRow['data'] as $cellData) {
if (in_array($cellData['parentth'], ['Item Key', 'Action'])) {
continue;
}
if($type == 2 && in_array($cellData['subth'], ['Quote Asked'])){
continue;
}
if ($cellData['parentth'] == 'Sno') {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $serial_no);
} else {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $cellData['value']);
}
$columnLetter++;
}
$rowNumber++;
$serial_no++;
}
$prevColumn2 = $this->getPreviousColumn($columnLetter);
$dataRange = "A" . ($subHeaderRow + 1) . ":" . "{$prevColumn2}" . ($rowNumber - 1);
$sheet->getStyle($dataRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
//premium data
if ($type == 2) {
if($is_placement == true){$columnLetterForPremium = "B";}else{$columnLetterForPremium = "B";}
$rowNumber += 2;
// Add premium data
// dd($data);
// $labelArray = ["Premium", "GST (%)", "GST Amount (₹)", "Total"];
$labelArray = ["Premium", "GST Amount (₹)", "Total"];
$premiumData = $data['premium_data']['data'];
// dd($premiumData);
// $premium = [$labelArray[0]];
// $gst = [$labelArray[1]];
// $gstAmt = [$labelArray[1]];
// $total = [$labelArray[2]];
// if($is_placement == true){
$premium[] = $labelArray[0];
$gstAmt[] = $labelArray[1];
$total[] = $labelArray[2];
// }
foreach ($premiumData as $proposal => $insurers) {
if ($proposal != 'Particulars') {
foreach ($insurers as $insurer => $values) {
if($insurer == 'Quote Asked'){
// $premium[] = count($insurers ?? []) > 1 ? $labelArray[0] : "";
// $gst[] = "";
// $gstAmt[] = count($insurers ?? []) > 1 ? $labelArray[1] : "";
// $total[] = count($insurers ?? []) > 1 ? $labelArray[2] : "";
}else{
$premium[] = formatIndianCurrency($values[$labelArray[0]]);
// $gst[] = $values[$labelArray[1]];
$gstAmt[] = formatIndianCurrency($values[$labelArray[1]]);
$total[] = formatIndianCurrency($values[$labelArray[2]]);
}
}
}
}
// dd([$premium, $gstAmt, $total]); die;
foreach ([$premium, $gstAmt, $total] as $index => $rowData) {
$columnLetter = $columnLetterForPremium;
foreach ($rowData as $key => $value) {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $value);
if (in_array($value, $labelArray)) {
$sheet->getStyle("{$columnLetter}{$rowNumber}")->applyFromArray(['font' => ['bold' => true,],]);
}
$columnLetter++;
}
$rowNumber++;
}
if ($is_placement == true) {
$prevColumn3 = $this->getPreviousColumn($columnLetter);
} else {
$prevColumn3 = $this->getPreviousColumn($columnLetter, 2);
}
$premiumRange = $columnLetterForPremium . ($rowNumber - 3) . ":" . "{$prevColumn3}" . ($rowNumber - 1);
// dd($prevColumn3, $premiumRange, $this->getPreviousColumn($columnLetter, 2), $columnLetter, $rowNumber);
$sheet->getStyle($premiumRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
}
//set imgage and align the row and column
if ($type == 2) {
if ($is_placement == true) {
$columnLetter_img = $this->getPreviousColumn($columnLetter);
} else {
$columnLetter_img = $this->getPreviousColumn($columnLetter, 2);
}
} else {
$columnLetter_img = $this->getPreviousColumn($columnLetter);
}
$company_name = $this->getPreviousColumn($columnLetter_img);
$mergeRange1 = "A1:{$company_name}1";
$sheet->mergeCells($mergeRange1);
$rowCount = count($lead_data);
for ($i = 2; $i <= $rowCount + 1; $i++) {
$mergeRange1 = "C{$i}:{$columnLetter_img}{$i}";
$sheet->mergeCells($mergeRange1);
$sheet->getStyle($mergeRange1)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
}
$sheet->getColumnDimension($columnLetter_img)->setWidth(35);
$sheet->getRowDimension(1)->setRowHeight(50); // Adjust as needed
$drawing = new Drawing();
$path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
$drawing->setPath($path);
$drawing->setCoordinates("{$columnLetter_img}1"); // Set position in column B
$drawing->setHeight(35); // Adjust image
$offsetX = 35;
$drawing->setOffsetX($offsetX); // Adjust horizontal offset
$drawing->setOffsetY(10); // Adjust vertical offset
$drawing->setWorksheet($sheet);
//end
// Auto-size columns
// foreach ($sheet->getColumnIterator() as $column) {
// $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
// }
$dataRange = $sheet->calculateWorksheetDimension();
$sheet->getStyle($dataRange)->getAlignment()->setHorizontal(Alignment::HORIZONTAL_CENTER)->setVertical(Alignment::VERTICAL_CENTER)->setWrapText(true);
$sheet->getStyle('A1')->applyFromArray([
'alignment' => [
'wrapText' => false, // Disables text wrapping for A1
],
]);
// Apply border to the entire sheet
preg_match('/([A-Z]+)(\d+):([A-Z]+)(\d+)/', $dataRange, $matches);
if ($matches) {
$startColumn = $matches[1]; // A
$startRow = $matches[2]; // 1
$endColumn = $matches[3]; // G
$endRow = $matches[4]; // 75
// Convert column letter to index, reduce by 1, and convert back
$endColumnIndex = Coordinate::columnIndexFromString($endColumn) - 1;
$newEndColumn = Coordinate::stringFromColumnIndex($endColumnIndex);
// Generate the new range (e.g., "A1:F75" instead of "A1:G75")
$newDataRange = "{$startColumn}{$startRow}:{$newEndColumn}{$endRow}";
// $sheet->getStyle($newDataRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
}
$lastRow = count($lead_data) + 1;
$leadRange = "A1:{$columnLetter_img}{$lastRow}";
$sheet->getStyle($leadRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
// Set filename
$string = ($type == 2) ? ($is_placement == true ? 'Placement' : 'QCR') : 'RFQ';
$current_year = date('Y');
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
if (!empty($rfq_data['policy_end_date'])) {
$policy_expiry = strtotime($rfq_data['policy_end_date']);
$formatted_policy = date("d-m-Y", $policy_expiry);
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '(Due On ' . $formatted_policy . ')' . '.xlsx';
} else {
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '_' . '.xlsx';
}
//claim history new sheet;
if (!empty($rfq_data['fin_years_claims'])) {
$claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
if (!empty($claim_details['finyear'])) {
// Get headers dynamically
$headers = array_map(function ($key) {
return ucwords(str_replace('_', ' ', $key));
}, array_keys($claim_details['finyear'][0]));
$newSheet = new Worksheet($spreadsheet, 'Claims Experience');
$spreadsheet->addSheet($newSheet);
$spreadsheet->setActiveSheetIndexByName('Claims Experience');
$sheet = $spreadsheet->getActiveSheet();
// Set headers
$sheet->fromArray($headers, NULL, 'A1');
// Apply background color and bold style to headers
$headerCellRange = 'A1:' . chr(64 + count($headers)) . '1'; // e.g., A1:G1
$sheet->getStyle($headerCellRange)->getFont()->setBold(true);
$sheet->getStyle($headerCellRange)->getFill()->setFillType(Fill::FILL_SOLID)->getStartColor()->setRGB('ADD8E6');
// Add border to header
$sheet->getStyle($headerCellRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
// Fill data and apply borders
$row = 2;
foreach ($claim_details['finyear'] as $record) {
$col = 'A';
foreach ($record as $array_key => $value) {
$label = ucwords(str_replace('_', ' ', ($value ?? "")));
if(in_array($array_key, ['sum_insured', 'claim_amount', 'settled'])){
$label = formatIndianCurrency(intval($label));
}
$sheet->setCellValue($col . $row, $label);
$col++;
}
// Apply border to each data row
$sheet->getStyle('A' . $row . ':' . chr(64 + count($headers)) . $row)
->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
$row++;
}
// Auto-size all columns based on header count
for ($i = 0; $i < count($headers); $i++) {
$colLetter = chr(65 + $i); // 'A', 'B', etc.
$sheet->getColumnDimension($colLetter)->setAutoSize(true);
}
// Enable wrap text for all cells
// $maxColLetter = chr(64 + count($headers)); // Last column letter
// $sheet->getStyle("A2:{$maxColLetter}{$row}")->getAlignment()->setWrapText(true);
// // Optional: center vertically for neatness
// $sheet->getStyle("A2:{$maxColLetter}{$row}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
$maxColLetter = chr(64 + count($headers));
$dataRange = "A1:{$maxColLetter}" . ($row - 1);
$sheet->getStyle($dataRange)->getAlignment()
->setWrapText(true)
->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER)
->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
// Optional: Make row height auto (helps when wrap text is on)
for ($i = 2; $i < $row; $i++) {
$sheet->getRowDimension($i)->setRowHeight(-1);
}
}
}
// Save to temporary location
$uploadFilePath = WRITEPATH . 'tmp/' . $filename;
$writer = new Xlsx($spreadsheet);
$writer->save($uploadFilePath);
return [
'filePath' => $uploadFilePath,
'fileName' => $filename,
];
}
//Merge RFQ/QCR file with lead members file
public function mergeQuoteExcelFileWithMembersListExcelFile($lead_id, $type, $source_file_path)
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
if ($source_file_path && $rfq_data['file_name']) {
}
return true;
}
public function calculateMembersDemography($params, $returnType = null)
{
$lead_id = $params['lead_id'];
$lead_data = $this->leadsModel->find((int)$lead_id);
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
if (!$lead_data) {
return ['status' => 'failed', 'message' => 'Lead data not found'];
}
try{
if ($lead_data['file_name']) {
// $file_name_with_path = WRITEPATH . "/uploads/lead_files/NonPrintableCharacters.xlsx";
//check physical file
if (!file_exists($file_name_with_path)) {
//file not found update status and reason
$message = "Lead Physcial file not found";
// echo $message;
$this->myLogger->logme('error', ($message . ' for file ' . $file_name_with_path));
return ['status' => 'failed', 'message' => 'no physical file'];
}
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
//get members data
$members_sheet = $spreadsheet->getSheet(0);
$highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$uncleaned_members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
$members = ExcelSanitizeHelper::sanitizeArrayData($uncleaned_members);
//get age band data
$age_band_sheet = $spreadsheet->getSheet(1);
$highestRowAndColumn = $age_band_sheet->getHighestRowAndColumn();
$age_band_data = $age_band_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
//check age or dob column
$members_heading = $members[0];
$available_col = null;
$col_index = null;
if (in_array('age', array_map('strtolower', $members_heading))) {
$available_col = 'age';
$col_index = array_search('age', array_map('strtolower', $members_heading));
} elseif (in_array('dob', array_map('strtolower', $members_heading))) {
$available_col = 'dob';
$col_index = array_search('dob', array_map('strtolower', $members_heading));
}
if ($available_col == null) {
$message = 'No DOB or Age column ';
$this->myLogger->logme('error', ($message . $file_name_with_path));
return ['status' => 'failed', 'message' => $message];
}
try {
$classifiers = $this->getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index);
} catch (Exception $e) {
return ['status' => 'fail', 'message' => $e->getMessage()];
}
//for this to view the demography in the RFQ and QCR page to using internal
if($returnType == "internal"){
return ['data' => $classifiers];
// print_rr($classifiers); die;
}
try {
$result = $this->generateClassifierSpreadsheet($classifiers, WRITEPATH . 'uploads/lead_files/');
if ($result['success']) {
$this->myLogger->logme('error', "Spreadsheet generated successfully!");
echo "Location: " . $result['fullpath'] . "\n";
echo "Filename: " . $result['filename'] . "\n";
$filePaths = [
['file_path' => WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'], 'sheets' => [0, 1]],
['file_path' => WRITEPATH . '/uploads/lead_files/' . $result['filename'], 'sheets' => []],
];
$outputPath = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
$result_merge = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
if ($result_merge) {
// Call the delete function after the file is successfully created
$deleteResponse = $this->deleteGeneratedFile($result['fullpath']);
// Add delete message to response
$response['deleteMessage'] = $deleteResponse['message'];
return ['status' => 'success', 'message' => 'Member_Data Merged Suceesfully'];
}
} else {
echo "Error generating spreadsheet: " . $result['error'];
}
} catch (Exception $e) {
echo "Error: " . $e->getMessage();
return ['status' => 'fail', 'message' => $e->getMessage()];
}
} else {
$this->myLogger->logme('error', (' no file found ' . $file_name_with_path));
return ['status' => 'failed', 'message' => 'no file found'];
}
}catch(Exception $e){
$this->myLogger->logme("error", "Exception: " . $e->getMessage() . " --- Line: " . $e->getLine() . " --- Trace: " . $e->getTraceAsString());
return ['status' => 'fail', 'error' => "File not found / Wrong file"];
}
}
public function getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index)
{
$first_loop = 0;
// $col_index_si = array_search('si enhancement', array_map('strtolower', $members_heading));
$col_index_si = array_search('si', array_map('strtolower', $members_heading));
$col_index_relationship = array_search('relationship', array_map('strtolower', $members_heading));
$relations = [];
$si_amt = ['general']; // Initialize with 'general' as per first loop condition
// First pass - collect unique relations and SI amounts
foreach ($members as $member) {
if ($first_loop == 0) {
$first_loop++;
continue;
}
if ($member == null) {
continue;
}
if (!in_array($member[$col_index_relationship], $relations) && $member[$col_index_relationship] != null) {
$relations[] = $member[$col_index_relationship];
}
if (!in_array($member[$col_index_si], $si_amt) && $member[$col_index_si] != null) {
$si_amt[] = $member[$col_index_si];
}
}
// Initialize classifier array
$classifiers = [];
foreach ($si_amt as $si) {
$classifiers[$si] = [];
// Initialize relation counts including Grand Total row
foreach ($relations as $relation) {
$classifiers[$si][$relation] = [];
foreach ($age_band_data as $age_bands) {
foreach ($age_bands as $age_interval) {
$classifiers[$si][$relation][$age_interval] = 0;
}
}
// Add Grand Total column for each relation echo('test passed 3.5');
$classifiers[$si][$relation]['Grand Total'] = 0;
}
// Initialize Grand Total row
$classifiers[$si]['Grand Total'] = [];
foreach ($age_band_data as $age_bands) {
foreach ($age_bands as $age_interval) {
$classifiers[$si]['Grand Total'][$age_interval] = 0;
}
}
// Add grand total of grand totals
$classifiers[$si]['Grand Total']['Grand Total'] = 0;
}
// Process members and count them
foreach ($members as $member) {
if ($first_loop == 0) {
$first_loop++;
continue;
}
// Get age
$age = $this->getAge($available_col, $member, $col_index);
$relation = $member[$col_index_relationship];
$member_si = $member[$col_index_si];
// Find the correct age band (only once per member)
$found_band = false;
foreach ($age_band_data as $age_bands) {
if ($found_band) break;
foreach ($age_bands as $age_band) {
//get Min and Max Age
list($min_age, $max_age) = $this->getAgeRange($age_band);
// If age fits in this band
if ($age >= $min_age && $age <= $max_age) {
// Update counts for general category
if (isset($classifiers['general'][$relation][$age_band])) {
// Increment count for specific relation and age band
$classifiers['general'][$relation][$age_band]++;
// Update row total (Grand Total column)
$classifiers['general'][$relation]['Grand Total']++;
// Update column total (Grand Total row)
$classifiers['general']['Grand Total'][$age_band]++;
// Update grand total of grand totals
$classifiers['general']['Grand Total']['Grand Total']++;
}
// Update counts for specific SI category
if (isset($classifiers[$member_si][$relation][$age_band])) {
// Increment count for specific relation and age band
$classifiers[$member_si][$relation][$age_band]++;
// Update row total (Grand Total column)
$classifiers[$member_si][$relation]['Grand Total']++;
// Update column total (Grand Total row)
$classifiers[$member_si]['Grand Total'][$age_band]++;
// Update grand total of grand totals
$classifiers[$member_si]['Grand Total']['Grand Total']++;
}
$found_band = true;
break;
}
}
}
}
return $classifiers;
}
public function generateClassifierSpreadsheet($classifiers, $outputDir = 'exports')
{
if (!file_exists($outputDir)) {
if (!mkdir($outputDir, 0755, true)) {
throw new Exception("Failed to create directory: $outputDir");
}
}
// Check if directory is writable
if (!is_writable($outputDir)) {
throw new Exception("Directory is not writable: $outputDir");
}
// Generate unique filename
$timestamp = date('Y-m-d_His');
$filename = "member_classification_{$timestamp}.xlsx";
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
// Check if file already exists (shouldn't happen with timestamp, but just in case)
if (file_exists($filepath)) {
$counter = 1;
while (file_exists($outputDir . DIRECTORY_SEPARATOR . "member_classification_{$timestamp}_{$counter}.xlsx")) {
$counter++;
}
$filename = "member_classification_{$timestamp}_{$counter}.xlsx";
$filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
}
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
$sheet->setTitle('Demography_Data');
// Get all age bands
$age_bands = array_keys(reset($classifiers['general']));
array_pop($age_bands); // Remove 'Grand Total'
$age_bands[] = 'Grand Total'; // Add it back at the end
$currentRow = 5; // Start from row 5 to match the example
// Function to write section data
$writeSectionData = function ($data, $sheet, &$currentRow, $si_type) use ($age_bands) {
// Add section header for the SI type
$sheet->setCellValue('B' . $currentRow, strtoupper($si_type));
// Style section header
$sheet->getStyle('B' . $currentRow)->applyFromArray([
'font' => ['bold' => true, 'size' => 14],
'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER],
]);
$currentRow++; // Move to the next row after the section header
// Set headers for the data table
$sheet->setCellValue('B' . $currentRow, 'Relationship');
$col = 'C';
foreach ($age_bands as $band) {
$sheet->setCellValue($col . $currentRow, $band);
$col++;
}
// Style headers
$lastCol = chr(ord('B') + count($age_bands));
$headerRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($headerRange)->applyFromArray([
'font' => ['bold' => true],
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow++;
// Write data rows
foreach ($data as $relation => $values) {
if ($relation !== 'Grand Total') {
$sheet->setCellValue('B' . $currentRow, $relation);
$col = 'C';
foreach ($age_bands as $band) {
$value = $values[$band] ?: ''; // Convert 0 to empty string
$sheet->setCellValue($col . $currentRow, $value);
$col++;
}
// Style data row
$dataRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($dataRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow++;
}
}
// Add Grand Total row
$sheet->setCellValue('B' . $currentRow, 'Grand Total');
$col = 'C';
foreach ($age_bands as $band) {
$sheet->setCellValue($col . $currentRow, $data['Grand Total'][$band]);
$col++;
}
// Style Grand Total row
$totalRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
$sheet->getStyle($totalRange)->applyFromArray([
'font' => ['bold' => true],
'borders' => [
'allBorders' => [
'borderStyle' => Border::BORDER_THIN,
'color' => ['rgb' => '000000'],
],
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'F2F2F2'],
],
'alignment' => [
'horizontal' => Alignment::HORIZONTAL_CENTER,
],
]);
$currentRow += 3; // Add gap after each section
};
// Write each SI section with gaps
foreach ($classifiers as $si_type => $data) {
$writeSectionData($data, $sheet, $currentRow, $si_type);
}
// Auto-size columns
foreach (range('B', chr(ord('B') + count($age_bands))) as $col) {
$sheet->getColumnDimension($col)->setAutoSize(true);
}
// Create Excel file
try {
// Create Excel file
$writer = new Xlsx($spreadsheet);
$writer->save($filepath);
// Verify file was created successfully
if (!file_exists($filepath)) {
throw new Exception("Failed to create file: $filepath");
}
// Return the file info after creation
$response = [
'success' => true,
'filepath' => $filepath,
'filename' => $filename,
'fullpath' => realpath($filepath)
];
return $response;
} catch (Exception $e) {
return [
'success' => false,
'error' => $e->getMessage()
];
}
}
// Function to delete generated file
public function deleteGeneratedFile($filePath)
{
try {
if (file_exists($filePath)) {
unlink($filePath); // Delete the file
return [
'success' => true,
'message' => "File deleted successfully"
];
} else {
return [
'success' => false,
'message' => "File does not exist"
];
}
} catch (Exception $e) {
return [
'success' => false,
'error' => $e->getMessage()
];
}
}
public function getAge($available_col, $member, $col_index)
{
if ($available_col == 'age') {
$age = $member[$col_index];
} else {
$dob = $member[$col_index];
if ($dob == 'DOB') {
return;
}
$dobDate = \DateTime::createFromFormat('d-M-Y', $dob);
$currentDate = new \DateTime();
if ($dobDate == false) {
$this->myLogger->logme('error', $dob . 'is not valid');
return;
}
$age = $currentDate->diff($dobDate)->y;
}
return $age;
}
public function getAgeRange($age_band)
{
$age_band = trim($age_band);
// Parse age range
if (strpos($age_band, '-') === false) {
$min_age = (int)filter_var($age_band, FILTER_SANITIZE_NUMBER_INT);
$max_age = PHP_INT_MAX;
} else {
$parts = explode("-", $age_band);
$min_age = (int)$parts[0];
$max_age = (int)$parts[1];
}
return array($min_age, $max_age);
}
//this funciton for send mail to insurer and client with either RFQ/QCR
public function sendMailWithAttachement()
{
helper('excel_util_helper');
helper('MailHelper');
helper('ExcelMergeHelper');
$params = $this->request->getPost();
// print_r($params); die;
$lead_id = (int)$params['lead_id'];
$file_type = $params['file_type']; //rfq or qcr
$recipient_type = $params['recipient_type']; //insurer or client or internal or placement
$recipient_mail = $params['recipient_mail']; // - only primary key of contacts
$recipient_mail = json_decode($params['recipient_mail'], true); // - only primary key of contacts
$propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
$mail_content = $params['mail_content'];
$mail_subject = $params['subject'];
$attachment_file_ids = $params['selected_attachment_files'];
$from_mail = getenv('email.fromEmail');
if (in_array($recipient_type, ['placement', 'insurer', 'internal'])) {
$from_mail = "im@nhanceindia.in";
} else if (in_array($recipient_type, ['client'])) {
$from_mail = "bs@nhanceindia.in";
}
$type = "";
$insurer_ids = null;
if (in_array($recipient_type, ['placement'])) {
$type = "placement";
} else if (in_array($recipient_type, ['insurer'])) {
$type = "insurer";
$insurer_ids = json_decode($params['insurer_ids'] ?? "", true) ?? [];
}else if (in_array($recipient_type, ['internal'])) {
$type = "internal";
}else if (in_array($recipient_type, ['client'])) {
$type = "client";
}
// print_r($insurer_ids); die;
if ($recipient_type === 'placement') {
$lead_data = $this->leadsModel->find((int)$lead_id);
$data = [];
if (!empty($params['policy_start_date'])) {
$converted_start = change_date_format($params['policy_start_date']); // converts to Y-m-d
if ($converted_start !== $lead_data['policy_start_date']) {
$data['policy_start_date'] = $converted_start;
}
}
if (!empty($params['policy_end_date'])) {
$converted_end = change_date_format($params['policy_end_date']); // converts to Y-m-d
if ($converted_end !== $lead_data['policy_end_date']) {
$data['policy_end_date'] = $converted_end;
}
}
if (!empty($data)) {
$this->leadsModel->update($lead_id, $data);
}
}
$result_data = [];
// dd($recipient_mail);
if ($recipient_type == 'insurer' && (!is_array($recipient_mail) || count($recipient_mail) == 0)) {
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
}
// dd();
//gather lead info
$lead_data = $this->leadsModel
->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->where('leads.id', $lead_id)
->first();
// log_message('error', 'Lead Data' . json_encode($lead_data));
// print_r($lead_data ); die;
$cc_mails = [];
$bcc_mails = [];
//get CC Mails
if ($recipient_type == 'internal' || $recipient_type == 'insurer' || $recipient_type == 'client') {
$cc_data = isset($params['cc']) ? $params['cc'] : "";
$param_cc_mail = json_decode($cc_data, true);
if (isset($param_cc_mail) && is_array($param_cc_mail) && count($param_cc_mail) > 0) {
// Fetch user data where ID is in the param_cc_mail array
$userData = $this->userModel
->where('is_active', 1)
->whereIn('id', $param_cc_mail)
->findAll();
// print_r($userData); die;
// Extract emails from the fetched user data
$cc_mails = array_column($userData, 'email');
// print_r(json_encode($cc_mails)); die;
// If no emails were found, return an error response
// if (empty($cc_mails)) {
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
// }
} else {
// Handle case where param_cc_mail is not valid
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
}
} else if ($recipient_type == 'placement') {
$cc_mails = isset($params['cc']) ? json_decode($params['cc'], true) : "";
}
//get BCC Mails
if ($recipient_type == 'insurer' || $recipient_type == 'client') {
$bcc_data = isset($params['bcc']) ? $params['bcc'] : "";
$param_bcc_mail = json_decode($bcc_data, true);
if (isset($param_bcc_mail) && is_array($param_bcc_mail) && count($param_bcc_mail) > 0) {
// Fetch user data where ID is in the param_cc_mail array
$userData = $this->userModel
->where('is_active', 1)
->whereIn('id', $param_bcc_mail)
->findAll();
// print_r($userData); die;
// Extract emails from the fetched user data
$bcc_mails = array_column($userData, 'email');
// print_r(json_encode($cc_mails)); die;
// If no emails were found, return an error response
// if (empty($cc_mails)) {
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
// }
} else {
// Handle case where param_cc_mail is not valid
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
}
}
if ($recipient_type == 'client' && ($lead_data['contact_person_email'] == '' || $lead_data['contact_person_email'] == null)) {
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
}
// dd($lead_data);
$reply_to = $lead_data['created_person_email'] ?? "";
//get file path to attach
if ($lead_data["lead_form_type"] == 2) {
$file_info = $this->constructNonEbExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
} else {
$file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
}
// $file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
log_message('error', 'File Info' . json_encode($file_info));
if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
$temp_file_path = $file_info['filePath'];
$temp_file_name = $file_info['fileName'];
$lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
if ($lead_file_path) {
$filePaths = [
['file_path' => $temp_file_path, 'sheets' => []],
['file_path' => $lead_file_path, 'sheets' => []]
];
$outputPath = dirname($temp_file_path) . '/' . $temp_file_name;
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
// print_rr($result);
}
} else {
$result = $file_info['filePath'];
// return $this->respond(['status' => 'fail', 'code' => 200, 'messgae' => 'File Not Found'], 200);
}
// print_rr($result); die;
// print_rr($file_info);
// $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
// $file_name = $file_type.'.xlsx';
// !dd($file_info);
$file_path = $result;
$file_name = basename($result);
// Attacments part
$attachments = [['fileName' => $file_name, 'filePath' => $file_path]];
$other_attachments = $this->handleMultiFileAttachments($attachment_file_ids, $lead_id);
$attachments = array_merge($attachments, $other_attachments);
// print_r($attachments); die;
//get recipient address
if ($recipient_type == 'insurer' || $recipient_type == 'placement') {
$recipient_data = $this->levelContactModel
->where(['contact_type' => 'insurer', 'is_active' => 1])
->whereIn('id', $recipient_mail)
->findAll();
} else if ($recipient_type == 'client') {
$mailIDS = explode(',', $params['contact_mail']);
$recipient_data = [];
foreach ($mailIDS as $mail) {
$recipient_data[] = ['name' => $lead_data['contact_person_name'], 'email' => $mail];
}
} else {
$recipient_data = [['name' => "Team", 'email' => $params['to']]];
}
// print_r($recipient_data); die;
$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'];
$original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>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 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table data-custom-table-css="table" style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">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 style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
//for mail content
if (!empty($mail_content)) {
$original_message = $mail_content;
}
//for mail subject
if (!empty($mail_subject)) {
$subject = $mail_subject;
}
// print_r($subject); die;
$common = ['module' => "leads", 'pk' => $lead_id, 'mail_type' => $type, 'common' => null];
if ($recipient_data) {
foreach ($recipient_data as $position => $recipient) {
if ($recipient_type == 'insurer'){
$common['common'] = $insurer_ids[$position] ?? null;
}
$message = $original_message;
$message = str_replace("{{RECIPIENT_NAME}}", $recipient['name'] != "" ? $recipient['name'] : " ", $message);
$message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'] != "" ? $lead_data['client_name'] : "", $message);
$message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'] != "" ? $lead_data['long_name'] : "", $message);
$message = str_replace("{{POLICY_START_DATE}}", change_date_format($lead_data['policy_start_date'], 'Y-m-d', 'd-m-Y'), $message);
$message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
// print_rr($message);calculate_days_bw_dates
$string = implode(", ", $cc_mails);
$bcc_string = implode(", ", $bcc_mails);
$res = MailHelper::send_email(['from_mail' => $from_mail, 'mail' => $recipient['email'], 'cc' => $string, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_string, 'common' => $common]);
// !dd($res);
$result_data[] = ['mail' => $recipient['email'], 'status' => $res];
}
}
if($recipient_type == 'placement' && isset($params['acm_email']) && !empty($params['acm_email'])){
$common['mail_type'] = "internal acm";
$acm_mail_content = '
<p>Dear Sir,</p>
<p>The placement for the <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong> has been successfully won.</p>
<p>Please proceed with the next steps accordingly.</p>
<p>Thank You!</p><br>
<p>Best regards,</p>
<img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
';
$acm_mail_content = $this->transformMailContent($lead_data, $acm_mail_content, $data['page_name'] = 'QCR');
$res = MailHelper::send_email(['from_mail' => $from_mail, 'mail' => $params['acm_email'], 'subject' => $subject, 'message' => $acm_mail_content, 'attachments' => $attachments, 'common' => $common]);
}
$is_placement = false;
if ($recipient_type == 'placement') {
$is_placement = true;
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$lead_update_data = [
'proposel_name' => $proposal_key,
'insurer_name' => $insurer_key,
'insurer' => $params['insurer_and_branch'],
];
$data = [
'proposel_data' => json_encode($lead_update_data),
'status' => 'won',
'placement_date' => !empty($params['placement_date']) ? change_date_format($params['placement_date']) : null,
'payment_date' => !empty($params['payment_date']) ? change_date_format($params['payment_date']) : null,
'utr_no' => $params['utr_no'] ?? null,
'is_cd' => $params['is_cd'] ?? null,
'premium_amount' => $params['premium_amount'] ?? null,
'total_amount' => $params['total_amount'] ?? null,
'cd_amount' => $params['cd_amount'] ?? null,
'no_of_installment' => $params['no_of_installment'] ?? null,
'is_installment' => $params['is_installment'] ?? null,
'acm_id' => $params['acm_pk'] ?? null,
'agreed_percentage' => $params['agreed_percentage'] ?? null,
];
if(isset($params['tpa_id']) && !empty($params['tpa_id'])){
list($tpaBranchId, $tpaId) = explode('-', $params['tpa_id']);
$data['tpa_branch_id'] = $tpaBranchId;
$data['tpa_id'] = $tpaId;
}
$this->leadsModel->where('id', $lead_id)->set($data)->update();
if (isset($params['installments']) && !empty($params['installments'])) {
$installment_data = json_decode($params['installments'], true);
if (!empty($installment_data)) {
foreach ($installment_data as $key => $value) {
// print_r($value);die
$value['payment_date'] = !empty($value['payment_date']) && strtotime($value['payment_date'])
? date('Y/m/d', strtotime($value['payment_date']))
: null;
if (isset($value['id']) && !empty($value['id'])) {
$this->leadInstallmentPaymentDetails->where('id', $value['id'])->set($value)->update();
} else {
$this->leadInstallmentPaymentDetails->insert($value);
}
}
}
}
}
if ($recipient_type == 'client') {
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "qcr_sent"])
->update();
}
if ($recipient_type == 'insurer') {
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['qcr_created', 'qcr_sent', 'lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "rfq_sent"])
->update();
}
//delete attachment file
unlink($file_path);
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result_data, 'is_placement' => $is_placement], 200);
}
public function getLevelContects()
{
$data = $this->levelContactModel->getContactForRFQ();
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
return $this->respond(['status' => false], 200);
}
}
public function getInsurerBranchContacts($insurer_and_branch_id)
{
if (strpos($insurer_and_branch_id, '-') === false) {
return $this->respond(['status' => false, 'message' => 'Invalid ID format'], 400);
}
// Split the insurer_and_branch_id
list($insurerBranchId, $insurerId) = explode('-', $insurer_and_branch_id);
$data = $this->levelContactModel->getContactForRFQ($insurerId, $insurerBranchId);
if (!empty($data)) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
return $this->respond(['status' => false, 'data' => $data, 'message' => 'No contacts were found for the selected insurer.'], 200);
}
}
public function transformProposelData($data, $proposel, $insurer)
{
// print_r($data['premium_data']['data']); die;
$headerData = [];
// Default headers: S. No and Particulars
$defaultHeaders = [
[
'parentHeader' => 'Sno',
'subHeaders' => ['-']
],
[
'parentHeader' => 'Particulars',
'subHeaders' => ['-']
]
];
// Add default headers to the result
$headerData = array_merge($headerData, $defaultHeaders);
foreach ($data['table_data']['headers'] as $header) {
// Check if the parentHeader matches the target proposal
if ($header['parentHeader'] === $proposel) {
// Check if subHeaders contain the target insurer key
foreach ($header['subHeaders'] as $subHeader) {
if ($subHeader === $insurer) {
$headerData[] = [
'parentHeader' => $header['parentHeader'],
'subHeaders' => [
// 'Quote Asked', // Default value
$subHeader // Matched insurer key
]
];
break;
}
}
}
}
$columnData = [];
foreach ($data['table_data']['data'] as $entry) {
$sno = $entry['SNO'];
$items = $entry['items'];
$dataEntry = $entry['data'];
$result = [
"SNO" => $sno,
"items" => $items,
"data" => []
];
foreach ($dataEntry as $item) {
// Include Sno and Particulars by default
if (in_array($item['parentth'], ['Sno', 'Particulars'])) {
$result['data'][] = [
"parentth" => $item['parentth'],
"subth" => $item['subth'],
"value" => $item['value'],
"input_value" => $item['input_value']
];
}
// Include Proposal with Quote Asked by default
/* For proposel do not remove it */
// if ($item['parentth'] === $proposel && $item['subth'] === "Quote Asked") {
// $result['data'][] = [
// "parentth" => $item['parentth'],
// "subth" => $item['subth'],
// "value" => $item['value'],
// "input_value" => $item['input_value']
// ];
// }
// Example of including matching specific proposals and insurers
if ($item['parentth'] === $proposel && $item['subth'] === $insurer) {
$result['data'][] = [
"parentth" => $item['parentth'],
"subth" => $item['subth'],
"value" => $item['value'],
"input_value" => $item['input_value']
];
}
}
// Add to the final result
$columnData[] = $result;
}
$premiumData = [];
foreach ($data['premium_data']['data'] as $key => $value) {
if ($key === $proposel) {
// $premiumData[$key]['Quote Asked'] = $value['Quote Asked'];
$premiumData[$key][$insurer] = $value[$insurer];
}
}
$data['table_data']['headers'] = $headerData;
$data['table_data']['data'] = $columnData;
$data['premium_data']['data'] = $premiumData;
return $data;
}
public function convertJsonForQCR($json, $type)
{
if ($json) {
// Deep copy of JSON
$first_json = json_decode(json_encode($json), true);
// dd($first_json);
if ($type == 2) {
// Column-wise Check: Remove headers and relevant data if qcr == 0
foreach ($json['proposal_data']['over_all_column_data'] as $proposalKey => $proposalData) {
if (($proposalData['qcr'] == 0 || $proposalData['qcr'] === false) || ($proposalData['stc'] == 0 || $proposalData['stc'] === false)) {
// Remove matching parentHeader in headers
foreach ($first_json['table_data']['headers'] as $index => $header) {
if ($header['parentHeader'] === $proposalKey) {
unset($first_json['table_data']['headers'][$index]);
}
}
// Remove data entries with matching parentth
foreach ($first_json['table_data']['data'] as &$item) {
$item['data'] = array_values(array_filter($item['data'], function ($entry) use ($proposalKey) {
return $entry['parentth'] !== $proposalKey;
}));
}
// Remove proposalKey from over_all_column_data
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]);
if ($type == 2) {
// Remove proposalKey from premium_data
unset($first_json['premium_data']['data'][$proposalKey]);
}
}
// Insurer Check: Remove subHeaders and relevant data for insurers with qcr == 0
foreach ($proposalData['insurers'] as $insurerIndex => $insurer) {
if (($insurer['qcr'] === 0 || $insurer['qcr'] === false) || ($insurer['stc'] === 0 || $insurer['stc'] === false)) {
foreach ($first_json['table_data']['headers'] as &$header) {
if (isset($header['subHeaders'])) {
$header['subHeaders'] = array_values(array_filter($header['subHeaders'], function ($sub) use ($insurer) {
return $sub !== $insurer['display_name'];
}));
}
}
foreach ($first_json['table_data']['data'] as &$item) {
$item['data'] = array_values(array_filter($item['data'], function ($entry) use ($insurer) {
return $entry['subth'] !== $insurer['display_name'];
}));
}
// Remove insurer from proposal's insurers array
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]['insurers'][$insurerIndex]);
if ($type == 2) {
unset($first_json['premium_data']['data'][$proposalKey][$insurer['display_name']]);
}
}
}
}
// Row-wise Check: Remove rows if qcr == 0 for actions
foreach ($first_json['table_data']['data'] as $rowKey => $rowData) {
foreach ($rowData['data'] as $data) {
if ($data['parentth'] === "Action" && (isset($data['input_value']['qcr']) && $data['input_value']['qcr'] == 0) || (isset($data['input_value']['stc']) && $data['input_value']['stc'] == 0)) {
unset($first_json['table_data']['data'][$rowKey]);
break;
}
}
}
// Reindex arrays to maintain proper structure
$first_json['table_data']['headers'] = array_values($first_json['table_data']['headers']);
$first_json['table_data']['data'] = array_values($first_json['table_data']['data']);
$first_json['proposal_data']['over_all_column_data'] = array_map(function ($proposal) {
$proposal['insurers'] = array_values($proposal['insurers']);
return $proposal;
}, $first_json['proposal_data']['over_all_column_data']);
} else {
//remove insurer as Subheaders for RFQ
foreach ($first_json['table_data']['headers'] as &$header) {
$header['subHeaders'] = array_filter($header['subHeaders'], function ($subHeader) {
return in_array($subHeader, ['Quote Asked', '-']);
});
}
//Remove insurer Row wise data for RFQ
foreach ($first_json['table_data']['data'] as &$row) {
// Filter the inner data array
$row['data'] = array_filter(
$row['data'],
function ($item) {
return in_array($item['subth'], ['Quote Asked', '-']);
}
);
$row['data'] = array_values($row['data']);
}
// Ensure to unset the reference after the loop
unset($row);
// Remove insurers from Proposal Data key for RFQ
foreach ($first_json['proposal_data']['over_all_column_data'] as $key => &$proposal) {
if (isset($proposal['insurers'])) {
// Set the insurers array to empty
$proposal['insurers'] = [];
}
}
// Ensure to reset the reference
unset($proposal);
}
return $first_json;
}
return null;
}
//----- Featch Lead data and insert Client -------------------------------------------------------------------------------------------
public function featchLeadDataAndInsertClient($lead_id)
{
try {
$data = $this->leadsModel->where('leads.id', $lead_id)->where('leads.is_active', 1)->first();
if (!$data) {
$this->myLogger->logme('featchLeadDataAndInsertClient', "Lead not found or inactive", ['lead_id' => $lead_id]);
return $this->respond(['status' => false, 'message' => 'Failed to create Client', 'data' => null], 200);
}
$result = $this->createClientWithLeadData($data);
if ($result) {
$policy_data = $this->clientPolicyModel->where('client_id', $result)->where('is_active', 1)->first();
return $this->respond([
'status' => true,
'message' => 'New Client created successfully',
'client_id' => $result,
'data' => $data,
'client_policy_id' => $policy_data['id'] ?? null,
], 200);
}
$this->myLogger->logme('featchLeadDataAndInsertClient', "Client creation failed after processing", ['lead_id' => $lead_id]);
return $this->respond(['status' => false, 'message' => 'Failed to create client', 'data' => $data], 200);
} catch (\Throwable $e) {
$this->myLogger->logme('error', 'featchLeadDataAndInsertClient failed');
return $this->respond(['status' => false, 'message' => 'Internal server error', 'error' => $e->getMessage()], 500);
}
}
public function createClientWithLeadData($data)
{
try {
$client_data = $this->prepareClientData($data);
$client_id = $this->clientModel->insert($client_data);
if ($client_id) {
$this->createClientBranchAndContactWithLeadData($data, $client_id);
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
}
return $client_id;
} catch (\Throwable $e) {
$this->myLogger->logme('error', 'createClientWithLeadData failed');
return false;
}
}
public function createClientBranchAndContactWithLeadData($data, $client_id)
{
try {
$branch_data = $this->prepareClientBranchData($data, $client_id);
$branch_id = $this->clientBranchModel->insert($branch_data);
if ($branch_id) {
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
$contact_data = $this->prepareContactData($data, $branch_id);
$this->levelContactModel->insert($contact_data);
$this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
}
return $branch_id;
} catch (\Throwable $e) {
$this->myLogger->logme('error', 'createClientBranchAndContactWithLeadData failed');
return false;
}
}
public function createClientPolicyWithLeadData($data, $client_id, $branch_id)
{
try {
$client_policy_data = $this->prepareClientPolicyData($data, $client_id, $branch_id);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_data);
if ($client_policy_id) {
$this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
$this->leadsModel->where('id', $data['id'])->set('is_policy_created', $client_policy_id)->update();
}
return $client_policy_id;
} catch (\Throwable $e) {
$this->myLogger->logme('error', 'createClientPolicyWithLeadData failed');
return false;
}
}
private function prepareClientData($data)
{
return [
'client_type' => 1,
'entity_type_id' => $data['entity_type_id'] ?? null,
'client_code' => $data['client_code'] ?? null,
'client_name' => $data['client_name'] ?? null,
'short_name' => $data['client_short_name'] ?? null,
'pan' => $data['pan'] ?? null,
];
}
private function prepareClientBranchData($data, $client_id)
{
$default_unit = trim(($data['client_short_name'] ?? '') . '-' . ($data['branch_code'] ?? ''), '-');
return [
'client_id' => $client_id,
'branch_name' => $data['branch_name'],
'branch_code' => $data['branch_code'],
'gst' => $data['gst'],
'units' => json_encode([$default_unit]),
];
}
private function prepareContactData($data, $branch_id)
{
return [
'name' => $data['contact_person_name'],
'mobile' => $data['contact_person_mobile'],
'email' => $data['contact_person_email'],
'contact_type' => 'client',
'ref_id' => $branch_id,
];
}
private function prepareClientPolicyData($data, $client_id, $branch_id)
{
$proposel_data = json_decode($data['proposel_data'], true);
// print_r($proposel_data); die;
list($insurer_branch_id, $insurer_id) = explode('-', $proposel_data['insurer'], 2);
$client_policy_data = [
'client_id' => $client_id,
'client_branch_id' => $branch_id,
'policy_type_id' => $data['policy_type_id'],
'insurer_id' => $insurer_id,
'insurer_branch_id' => $insurer_branch_id,
'tpa_id' => $data['tpa_id'],
'tpa_branch_id' => $data['tpa_branch_id'],
'policy_start_date' => $data['policy_start_date'],
'policy_end_date' => $data['policy_end_date'],
'policy_status' => 1,
'policy_entry_from' => 3,
'is_from_lead' => $data['id'],
];
$policy_type_id = $data['policy_type_id'];
if (in_array($policy_type_id, [1, 2, 6, 7])) {
$client_policy_data['is_addon'] = 1; // Base Policy
} elseif (in_array($policy_type_id, [4, 5])) {
$client_policy_data['is_addon'] = 2; // SI TOPUP
} elseif ($policy_type_id == 3) {
// if ($base_policy) {
// $data['is_addon'] = 3; // Dependent Addon
// } else {
$data['is_addon'] = 1;
// }
}
if ($data['lead_form_type'] == 1) {
$client_policy_data['policy_terms'] = $this->preparePolicyTermsFromRFQ($data);
} else {
$placementJson = $this->getPlacementJson($data);
if ($placementJson) {
$client_policy_data['placement_json'] = $placementJson;
$client_policy_data['policy_terms'] = $this->convertNonEbQCRJsonToPolicyTerms(json_decode($placementJson, true));
}
}
// print_r($client_policy_data); die;
return $client_policy_data;
}
private function preparePolicyTermsFromRFQ($data)
{
try {
$proposel_data = json_decode($data['proposel_data'], true);
$QCRData = $this->RFQModel->where('is_active', 1)->where('lead_id', $data['id'])->first();
if (!$QCRData) {
throw new \Exception('RFQ Data not found');
}
$JSON = json_decode($QCRData['json'], true);
$converted_json = $this->transformProposelData($JSON, $proposel_data['proposel_name'], $proposel_data['insurer_name']);
// log_message('error', 'Converted JSON: ' . json_encode($converted_json));
return $this->convertQCRJsonToPolicyTerms($converted_json, $data['policy_type_id'], $proposel_data['proposel_name'], $proposel_data['insurer_name']);
} catch (\Throwable $e) {
$this->myLogger->logme('error', 'preparePolicyTermsFromRFQ');
return null;
}
}
public function featchClientPolicyFromLead($client_id, $branch_id, $lead_id)
{
$data = $this->leadsModel->where('leads.id', $lead_id)->where('leads.is_active', 1)->first();
if (!$data) {
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => null], 200);
}
$result = $this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
// print_r($result); die;
if ($result) {
$policy_data = $this->clientPolicyModel->where('id', $result)->where('is_active', 1)->first();
return $this->respond(['status' => true, 'message' => 'New Policy created successfully', 'client_policy_id' => $result, 'data' => $data, 'client_id' => $policy_data['client_id']], 200);
}
return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => $data], 200);
}
// ---------------------------------------------------------------------------------------------------------------
//Function for convert the RFQ and QCR Json to Policy Terms Json
public function convertQCRJsonToPolicyTerms($data, $policy_type, $proposel_name, $insurer_name)
{
//transform the data into the currernt proposel and insurere ( get single proposel )
$data = $this->transformProposelData($data, $proposel_name, $insurer_name);
// Initialize age_ratio based on policy type
$age_ratio = $policy_type == 2 ? [
'self' => ['min' => '18', 'max' => '60'],
'spouse' => ['min' => 0, 'max' => 0],
'child' => ['min' => 0, 'max' => '25'],
'elders' => ['min' => 0, 'max' => 0],
] : [
'self' => ['min' => '18', 'max' => '60']
];
foreach ($data['table_data']['data'] as $dataRow) {
$item = $dataRow['items'] ?? '';
foreach ($dataRow['data'] as $cellData) {
$parentth = $cellData['parentth'] ?? '';
$subth = $cellData['subth'] ?? '';
$input_value = $cellData['input_value'] != "" ? $cellData['input_value'] : ($cellData['value'] ?? '');
$value = $cellData['value'] ?? '';
if( $item == "family_composition" && $subth == $insurer_name && $policy_type == 2){
$age_ratio_array = json_decode($input_value, true)['age_ratio'] ?? null;
if(!empty($age_ratio_array)){
$age_ratio = $age_ratio_array;
}
}
// Skip unwanted keys
if (in_array($parentth, ['Sno', 'Item Key', 'Particulars', 'Action']) || in_array($subth, ['Quote Asked'])) {
continue;
}
switch (true) {
// CASE 1: Handle special conditions
case str_starts_with($item, 'special_condition') && $parentth === $proposel_name && $subth === $insurer_name:
// log_message("error","INPUT".json_encode($input_value));
$parts = explode('-', $input_value);
$labelKey = $policy_type == 1 ? 'gpa_special_condition_label' : 'special_condition_label';
$inputKey = $policy_type == 1 ? 'gpa_special_condition_input' : 'special_condition_input';
$terms_array[$labelKey][] = $parts[0] ?? '';
$terms_array[$inputKey][] = $parts[1] ?? '';
break;
// CASE 2: Handle sum insured
case in_array($item, ['sum_insured', 'sumInsured2']):
$si_amt = explode(',', $value);
$terms_array[$item] = $si_amt[0] ?? '';
$terms_array['multiple_sum_insured'] = array_slice($si_amt, 1);
// Add age_ratio after Sum insured
if ($policy_type == 1) {
$terms_array['age_ratio'] = $age_ratio;
}
break;
// CASE 3: Handle family floaters
case $item === 'family_composition':
$terms_array['family_floaters'] = isJsonString($input_value) ? json_decode($input_value, true) : $input_value;
// Add age_ratio after family floaters
if ($policy_type == 2) {
$terms_array['age_ratio'] = $age_ratio;
}
break;
// DEFAULT CASE :
default:
// $terms_array[$item] = isJsonString($input_value) ? (json_decode($input_value, true)['key'] ?? '') : $value;
$terms_array[$item] = $value;
break;
}
}
}
return json_encode($terms_array);
}
public function convertNonEbQCRJsonToPolicyTerms($allTableData)
{
if (!empty($allTableData)) {
array_pop($allTableData); // Remove the last item from the array
$terms_array = [];
foreach ($allTableData as $TableIndex => $tableGroup) {
if ($TableIndex == 0) {
continue;
}
foreach ($tableGroup['table_data']['data'] as $dataRow) {
$item = $dataRow['items'] ?? '';
foreach ($dataRow['data'] as $cellData) {
$parentth = $cellData['parentth'] ?? '';
$subth = $cellData['subth'] ?? '';
$value = $cellData['display_content'] ?? '';
// Skip unwanted keys
if (in_array($parentth, ['SNO', 'Particulars', 'Action']) || $subth === 'Sum Insured' || $subth === 'Fidelity Limit') {
continue;
}
// Skip if item matches parentth
if ($item === $parentth) {
continue;
}
// Set the value directly, overwriting with latest encountered
if (!empty($item) && !empty($value)) {
$finalItem = $item;
if (strpos($tableGroup['tableId'], 'summary') !== false) {
$policy_type = explode('_', $tableGroup['tableId'])[0] ?? '';
$finalItem = $policy_type . ' - ' . $item;
}
$terms_array[$finalItem] = $value;
}
}
}
}
return json_encode($terms_array);
} else {
return null;
}
}
public function getPlacementJson(array $data): ?string
{
$proposel_data = json_decode($data['proposel_data'], true);
$QCRData = $this->RFQModel
->where('is_active', 1)
->where('lead_id', $data['id'])
->first();
if (!$QCRData || empty($QCRData['json'])) {
return null;
}
$jsonArray = json_decode($QCRData['json'], true);
$proposalData = array_pop($jsonArray); // Get last item and remove it from the array
if (empty($jsonArray)) {
return null;
}
$placement_json_data = array_map(function ($jsonData) use ($proposel_data) {
return $this->transformNonEbProposelData(
$jsonData,
$proposel_data['proposel_name'] ?? '',
$proposel_data['insurer_name'] ?? '',
null,
1
);
}, $jsonArray);
if (!empty($proposalData)) {
foreach ($proposalData['proposal_data']['over_all_column_data'] as $key => &$proposal) {
// Keep only the required proposal
if ($key !== $proposel_data['proposel_name']) {
unset($proposalData['proposal_data']['over_all_column_data'][$key]);
} else {
// Within the matched proposal, filter insurers
if (!empty($proposal['insurers'])) {
$proposal['insurers'] = array_values(array_filter($proposal['insurers'], function ($insurer) use ($proposel_data) {
return $insurer['display_name'] === $proposel_data['insurer_name'];
}));
}
}
}
unset($proposal); // Good practice after foreach by reference
}
$placement_json_data[] = $proposalData;
return json_encode($placement_json_data);
}
//------------------------------------------------------------------------------------------------
public function transformMailContent($lead_data, $mail_content, $page_name)
{
$current_year = date('Y');
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
$page_name = $page_name == "QCR" ? "Quote Comparison Report" : $page_name;
$log_path = base_url() . '/public/assets/images/Nhance-Logo-Final.png';
// $log_path ='https://venbait.in/nhance/dev/public/assets/images/Nhance-Logo-Final.png';
// dd($log_path);
$policy_expiry = strtotime($lead_data['policy_end_date']);
$formatted_policy = date("d-m-Y", $policy_expiry);
$logged_user_id = get_session_userid();
$logged_user_data = $this->userModel->where("id", $logged_user_id)->where("is_active", 1)->first();
if ($lead_data) {
// Replacing placeholders with actual values
$message = $mail_content;
$message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'] ?? "Valued Client", $message);
$message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'] ?? $lead_data['policy_type'] ?? "Insurance Policy", $message);
$message = str_replace("{{POLICY_TYPE}}", $lead_data['policy_type'] ?? "Insurance Policy", $message);
$message = str_replace("{{RFQ_OR_QCR}}", $page_name, $message);
$message = str_replace("{{POLICY_YEAR}}", $policy_year, $message);
$message = str_replace("{{POLICY_END_DATE}}", " (Due On " . $formatted_policy . ")", $message);
$message = str_replace("{{LOGGED_USER_NAME}}", ucfirst($logged_user_data['first_name'] ?? "") . " " . ucfirst($logged_user_data['last_name'] ?? ""), $message);
$message = str_replace("{{LOGGED_USER_EMAIL}}", $logged_user_data['email'] ?? "", $message);
$message = str_replace("{{LOGGED_USER_MOBILE}}", $logged_user_data['mobile'] ?? "", $message);
$message = str_replace("{{LOGO_PATH}}", $log_path ?? "", $message);
return $message;
} else {
return ''; // Return empty if no lead data found
}
}
public function getLastFiveFinancialYears()
{
$currentYear = date('Y');
$currentMonth = date('m');
// In India, the financial year starts from April (04)
if ($currentMonth < 4) {
$currentYear--; // Adjust year if it's Jan-Mar
}
$financialYears = [];
for ($i = 0; $i < 5; $i++) {
$startYear = $currentYear - $i - 1;
$endYear = $currentYear - $i;
$financialYears[] = "$startYear-$endYear";
}
return $financialYears;
}
// ------------ RFQ NON EB FUNCTIONS-----------------------------------------------------------------------------------------
public function rfqNonEB()
{
$this->loadLayout('view_rfq_non_eb');
}
// get lead data for edit both EB and NON-EB
public function getLeadNonEB($type, $id = null)
{
// Set basic data
$data = [
'issuer' => $this->issuer,
'client_type' => $this->clientType,
'lead_type' => $this->leadType,
'lead_status' => $this->leadsStatus,
'policy_type' => $this->policyTypeModel->where('is_active', 1)->findAll(),
'entity' => $this->kycEntityTypeModel->where('is_active', 1)->findAll(),
'insurer' => $this->insurerBranchModel->getInsurerBranchesWithInsurerNames(),
'tpa' => $this->tpaBranchModel->getTpaBranchesWithTpaNames(),
'lastFiveYears' => $this->getLastFiveFinancialYears(),
'gpaClaimType' => $this->claim_type_for_gpa,
'causeOfDeath' => $this->cause_of_death,
'selected_lead_type' => $type,
];
// Fetch sales team members who are active in team 5
$data['salse_team'] = $this->userModel
->select('user_profiles.*')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
->where('user_teams.team_id', 5)
->where('user_teams.is_active', 1)
->where('user_profiles.is_active', 1)
->findAll();
if (!empty($id)) {
$data['lead_edit_data'] = $this->leadsModel->where('id', $id)->first() ?? [];
$data['lead_edit_data']['multi_file_data'] = $this->leadFilesModel
->where('lead_id', $id)
->where('type !=', 2)
->where('is_active', 1)
->findAll() ?? null;
$data['lead_edit_data']['lead_file_count'] = count($data['lead_edit_data']['multi_file_data']);
// Decode and merge custom fields if present
$custom_fields_data = !empty($data['lead_edit_data']['custom_fields'])
? json_decode($data['lead_edit_data']['custom_fields'], true)
: [];
if (!empty($custom_fields_data) && is_array($custom_fields_data)) {
$data['lead_edit_data'] = array_merge($data['lead_edit_data'], $custom_fields_data);
}
if (!empty($data['lead_edit_data'])) {
foreach (['policy_start_date', 'policy_end_date', 'source_policy_start_date', 'source_policy_end_date', 'incurred_claims_date', 'next_reminder_date'] as $dateField) {
$data['lead_edit_data'][$dateField] = !empty($data['lead_edit_data'][$dateField])
? change_date_format($data['lead_edit_data'][$dateField], 'Y-m-d', 'd/m/Y')
: null;
}
$data['lead_edit_data']['fin_years_claims_array'] = !empty($data['lead_edit_data']['fin_years_claims'])
? json_decode($data['lead_edit_data']['fin_years_claims'], true)['finyear'] ?? []
: [];
$data['lead_edit_data']['html'] = $this->generateViewPageHtml(
$data['lead_edit_data']['policy_type_id'] ?? null,
$data
) ?? "";
$html = view('rfq/multi_files', $data);
$data['lead_edit_data']['multi_file_html'] = trim($html) !== '' ? $html : null;
}
if ($data['lead_edit_data']['lead_type'] != 1 && $data['lead_edit_data']['lead_form_type'] == 2) {
$data['lead_edit_data']['claims_details_html'] = view('rfq/claims_details_non_eb', $data['lead_edit_data']);
} else {
$data['lead_edit_data']['claims_details_html'] = "";
}
}
// dd($data);
return $this->loadLayout('leads_form_handler', $data);
}
public function getLeadEmailHistory($id){
if(!empty($id)){
$result = $this->gmailSentHistoryModel
->where('pk', $id)
->where('module',"leads")
->orderBy('created_at', 'desc')
->findAll();
if(!empty($result)){
$result = !empty($result) ? $result : [];
return $this->response->setJSON((['status' => 'success', 'data' => $result]))->setStatusCode(200);
}else{
return $this->response->setJSON((['status' => 'error', 'message' => 'No History found']))->setStatusCode(400);
}
}else{
return $this->response->setJSON((['status' => 'error', 'message' => 'ID not found']))->setStatusCode(404);
}
// Select * from gmail_sent_history where pk != "" and module = "leads";
// echo $id;
}
public function getPolicyTypeFields()
{
$policy_type_id = $this->request->getGET('policy_type_id');
$html = $this->generateViewPageHtml($policy_type_id) ?? "";
if (!empty($html)) {
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Type FIELDS are found', 'data' => $html], 200);
} else {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'Fields not found for this policy type'], 200);
}
}
public function generateViewPageHtml($policy_type_id, $data = [])
{
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$viewMap = [
1 => 'rfq/gpa',
6 => 'rfq/gpa',
7 => 'rfq/gpa',
2 => 'rfq/gmc',
3 => 'rfq/gmc',
4 => 'rfq/gmc',
5 => 'rfq/gmc',
17 => 'rfq/burglary',
22 => 'rfq/car',
23 => 'rfq/cpm',
24 => 'rfq/cyber_crime',
25 => 'rfq/do',
27 => 'rfq/eo',
49 => 'rfq/money',
19 => 'rfq/cgl',
59 => 'rfq/sfsp',
63 => 'rfq/wc',
15 => 'rfq/blu',
16 => 'rfq/bsu',
44 => 'rfq/marine',
45 => 'rfq/marine',
46 => 'rfq/marine',
47 => 'rfq/marine',
50 => 'rfq/office'
];
return isset($viewMap[$policy_type_id]) ? view($viewMap[$policy_type_id], $data) : "";
}
// ------------------- RFQ NON EB EXCEL EXPORT FUNCTION ---------------------------------------------------------------------------------------
public function constructNonEbExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
$claim_history = $rfq_data['claim_history'];
// dd($claim_history);
$lead_data = json_decode($rfq_data['custom_fields'], true) ?? [];
$lead_data['claim_history'] = $claim_history;
// dd($lead_data);
if (!is_array($lead_data)) {
$lead_data = [];
}
if (isset($lead_data['pincode']) && isset($lead_data['address'])) {
// Reorder keys: address first, then pincode, then the rest
$reordered = ['address' => $lead_data['address'], 'pincode' => $lead_data['pincode']];
// Remove existing keys
unset($lead_data['address'], $lead_data['pincode']);
// Merge reordered with the rest
$lead_data = $reordered + $lead_data;
}
$lead_data = array_merge(['Insured' => $rfq_data['client_name']], $lead_data);
$policy_registration_data = [];
if (isset($rfq_data['registration_json']) && !empty($rfq_data['registration_json'])) {
$policy_registration_data = json_decode($rfq_data['registration_json'], true);
}
$jsonData = json_decode($rfq_data['json'], true);
$proposalData = end($jsonData);
array_pop($jsonData);
$length = 0;
// dd($jsonData[0]['table_data']['headers']);
foreach ($jsonData as $key => $data) {
if ($type == 2) {
$data = $this->convertNonEbJsonForQCR($data, $type, $proposalData, $key);
// Kint::dump($data, 'Second');
if ($propsal_and_insurer !== null) {
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformNonEbProposelData($data, $proposal_key, $insurer_key, $key);
}
unset($data['proposalData']);
} else if ($type == 1) {
$data = $this->convertNonEbJsonForQCR($data, $type, $proposalData, $key);
unset($data['proposalData']);
}
}
// dd($data);
foreach ($data['table_data']['headers'] as $header) {
if ($header['parentHeader'] != "Action") {
foreach ($header['subHeaders'] as $subHeader) {
// Kint::dump($header['parentHeader']);
// Kint::dump($subHeader);
$length++;
}
}
}
// dd($length);
$columnLetterForTitle = Coordinate::stringFromColumnIndex($length - 1);
$columnLetterForImage = Coordinate::stringFromColumnIndex($length);
// dd($columnLetter);
$sheetName = 'Worksheet';
if ($type == 2) {
$sheetName = 'QCR';
if ($propsal_and_insurer !== null) {
$sheetName = 'Placement';
}
} else if ($type == 1) {
$sheetName = 'RFQ';
}
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
$sheet->setTitle($sheetName);
// Start with lead_data at the top
$rowNumber = 1;
$title = "Nhance India Insurance Broking Pvt Ltd";
$mergeRange1 = "A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}";
$sheet->mergeCells($mergeRange1);
$sheet->setCellValue("A{$rowNumber}", $title);
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => [
'bold' => true,
'size' => 20
],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Calculate title width
$maxWidthA = mb_strlen($title);
// dd($columnLetterForImage);
// Set column width to fit the image properly
$sheet->getColumnDimension($columnLetterForImage)->setWidth(40); // Adjust as needed
$sheet->getRowDimension($rowNumber)->setRowHeight(40); // Adjust as needed
$drawing = new Drawing();
$path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
$drawing->setPath($path);
$drawing->setCoordinates("{$columnLetterForImage}{$rowNumber}"); // Set position in column C
$drawing->setHeight(35); // Adjust image height
// Apply center alignment to the cell
$sheet->getStyle("{$columnLetterForImage}{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("{$columnLetterForImage}{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
$rowNumber++;
// Initialize max width tracking variables
$maxWidthB = 0;
//Lead Data
foreach ($lead_data as $key => $value) {
// if ($key == 'risk_location') {
// $key == 'risk_details';
// }
// Kint::dump($key);
// Kint::dump($value);
$formattedKey = ucwords(str_replace('_', ' ', $key));
$formattedKey = $formattedKey == "Risk Location" ? "Risk Details" : $formattedKey;
$formattedKey = $formattedKey == "Address" ? "Communication Address" : $formattedKey;
$formattedValue = ucwords(str_replace("_", " ", $value));
if ($key == "claim_history") {
$formattedValue = $value == "1" ? "Yes" : "No";
$formattedKey = "Claim Experience";
}
// Kint::dump($formattedValue);
// Merge A:B for key
$mergeRangeKey = "A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}";
$sheet->mergeCells($mergeRangeKey);
// Set values in merged cells
$sheet->setCellValue("A{$rowNumber}", $formattedKey);
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", $formattedValue);
// Apply styles for alignment and bold text in A:B
$sheet->getStyle($mergeRangeKey)->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Apply bold style to C column if the key is "Insured"
// if ($key === "Insured") {
// $sheet->getStyle("C{$rowNumber}")->applyFromArray([
// 'font' => ['bold' => true],
// ]);
// }
// Track max width needed for columns
$maxWidthA = max($maxWidthA, mb_strlen($formattedKey)); // Consider title and keys
$maxWidthB = max($maxWidthB, mb_strlen((string) $value));
// if (!empty($policy_registration_data)) {
// dd($policy_registration_data);
// }
$rowNumber++;
}
// die();
// Set column width based on max content length (adjusted for padding)
$sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
// $sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.2);
// $sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.2);
// $rowNumber += 1;
//Policy Registration
if (!empty($policy_registration_data)) {
foreach ($policy_registration_data as $key => $value) {
// kint::dump($value);
$startRow = $rowNumber; // Track where the block starts
// Title Row
$titleMergeRangeKey = "A{$rowNumber}:{$columnLetterForImage}{$rowNumber}";
$sheet->mergeCells($titleMergeRangeKey);
$sheet->setCellValue("A{$rowNumber}", ucfirst($key) . " Policy Details");
// Title Style
$sheet->getStyle($titleMergeRangeKey)->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'ADD8E6'],
],
]);
$rowNumber++; // Move to next row
// Policy Type
if (isset($value['policyType'])) {
$sheet->mergeCells("A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}");
$sheet->setCellValue("A{$rowNumber}", "Policy Type");
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", $value['policyType']);
$sheet->getStyle("A{$rowNumber}:C{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$rowNumber++;
} else {
$sheet->mergeCells("A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}");
$sheet->setCellValue("A{$rowNumber}", "Policy Type");
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", ucfirst($key) . " Policy");
$sheet->getStyle("A{$rowNumber}:C{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$rowNumber++;
}
// Type of Business & Nature of Business
if (isset($value['productSelection']) && !empty($value['productSelection'])) {
// Type of Business
$sheet->mergeCells("A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}");
$sheet->setCellValue("A{$rowNumber}", "Type of Business");
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", $this->buisnessType[$value['productSelection']['type_of_buisness']] ?? '');
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$rowNumber++;
// Nature of Business
$sheet->mergeCells("A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}");
$sheet->setCellValue("A{$rowNumber}", "Nature of Business");
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", $value['productSelection']['buisness_nature'] ?? '');
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$rowNumber++;
}
if (isset($value['policyDetails']) && !empty($value['policyDetails'])) {
// Type of Business
$sheet->mergeCells("A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}");
$sheet->setCellValue("A{$rowNumber}", "Terrorism");
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", ucfirst($value['policyDetails']['terrorism'] ?? 'No'));
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$rowNumber++;
}
if (!empty($value['locations'])) {
foreach ($value['locations'] as $index => $location) {
// Merge title cell
$sheet->mergeCells("A{$rowNumber}:{$columnLetterForTitle}{$rowNumber}");
$sheet->setCellValue("A{$rowNumber}", "Risk " . ($location['select_location'] ?? 'Unknown'));
// Clean and safe address string
$address1 = ucfirst($location['policyRisk']['address1'] ?? '');
$address2 = ucfirst($location['policyRisk']['address2'] ?? '');
$pinCode = $location['policyRisk']['pin_code'] ?? 'No';
$fullAddress = "{$address1}, {$address2}, {$pinCode}";
$sheet->setCellValue("{$columnLetterForImage}{$rowNumber}", $fullAddress);
// Style the title cell
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$rowNumber++;
}
}
$endRow = $rowNumber; // Block ends at previous row
// Apply border to the whole block
$sheet->getStyle("A{$startRow}:{$columnLetterForImage}{$endRow}")->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => '000000'],
],
],
]);
// $rowNumber += 1; // Add space before the next block
}
$rowNumber--;
// die();
}
//Table Data
foreach ($jsonData as $key => $data) {
// Kint::dump($data, 'First');
if ($type == 2) {
$data = $this->convertNonEbJsonForQCR($data, $type, $proposalData, $key);
// Kint::dump($data, 'Second');
if ($propsal_and_insurer !== null) {
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformNonEbProposelData($data, $proposal_key, $insurer_key, $key);
}
unset($data['proposalData']);
} else if ($type == 1) {
$data = $this->convertNonEbJsonForQCR($data, $type, $proposalData, $key);
unset($data['proposalData']);
}
// dd($data);
// Add headers and subheaders
$headers = $data['table_data']['headers'];
// dd($headers);
$rowNumber = $rowNumber + 1;
$subHeaderRow = $rowNumber + 1;
$columnLetter = 'A';
foreach ($headers as $header) {
if (in_array($header['parentHeader'], ['Action'])) {
continue;
}
$sheet->getColumnDimension($columnLetter)->setWidth(60);
$sheet->getColumnDimension('C')->setWidth(35);
if ($header['parentHeader'] == 'Policy') {
// $header['parentHeader'] = 'S.No.';
$sheet->getColumnDimension('A')->setWidth(10);
}
if ($header['parentHeader'] === 'Particulars') {
$sheet->getColumnDimension('B')->setWidth(60);
}
if (strpos($header['parentHeader'], 'Proposal') === 0) {
$sheet->getColumnDimension('C')->setWidth(60);
$sheet->getColumnDimension('D')->setWidth(35);
}
$startColumn = $columnLetter; // Start of the current header range
$subHeaderCount = count($header['subHeaders']); // Number of subheaders for this parent header
// Kint::dump($subHeaderCount);
// Set parent header value
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
$sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
'fill' => [
'fillType' => Fill::FILL_SOLID,
'startColor' => ['rgb' => 'ADD8E6'],
],
]);
// Merge header cells if it spans multiple subheaders
if ($subHeaderCount > 1) {
$endColumn = Coordinate::stringFromColumnIndex(Coordinate::columnIndexFromString($startColumn) + $subHeaderCount - 1);
$sheet->mergeCells("{$startColumn}{$rowNumber}:{$endColumn}{$rowNumber}");
} else {
$endColumn = $startColumn; // No merge needed if only one subheader
}
// Kint::dump($header);
// Add subheaders
foreach ($header['subHeaders'] as $subHeader) {
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C" && $columnLetter != "D") {
$sheet->getColumnDimension($columnLetter)->setWidth(35);
} else {
$sheet->getColumnDimension('A')->setWidth(10);
}
$sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
$columnLetter++; // Move to the next column for subheaders
}
}
// For the subheader row, merge B and C and set the value
$sheet->setCellValue("B{$subHeaderRow}", "Sum Insured");
$sheet->mergeCells("B{$subHeaderRow}:C{$subHeaderRow}");
$sheet->getStyle("B{$subHeaderRow}:C{$subHeaderRow}")->applyFromArray([
'font' => ['bold' => true],
'alignment' => [
'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
],
]);
// Apply border to the header range
$prevColumn4 = $this->getPreviousColumn($columnLetter);
$headerRange = "A{$rowNumber}:" . "{$prevColumn4}" . "{$subHeaderRow}";
$sheet->getStyle($headerRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
// Increase row height for headers and subheaders
$sheet->getRowDimension($rowNumber)->setRowHeight(25); // Header row height
$sheet->getRowDimension($subHeaderRow)->setRowHeight(20); // Subheader row height
// $rowNumber = $subHeaderRow + 2;
$rowNumber = $subHeaderRow + 1;
$column_data = $data['table_data']['data'];
// dd($column_data);
$serial_no = 1;
$maxColumnWidths = [];
$RowSpanEnable = false;
// Add table data rows
foreach ($column_data as $dataRow) {
$columnLetter = 'A';
$hasPolicy = in_array('Policy', array_column($dataRow['data'], 'parentth'));
// Kint::dump($hasPolicy);
foreach ($dataRow['data'] as $cellData) {
if (in_array($cellData['parentth'], ['Action'])) {
continue;
}
if ($cellData['parentth'] == 'SNO') {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $serial_no);
} else if ($cellData['parentth'] == 'Policy') {
$mergeStart = $rowNumber; // Start row for merging
$mergeEnd = $rowNumber + ($cellData['rowspan'] - 1); // End row for merging
$sheet->setCellValue("{$columnLetter}{$mergeStart}", $dataRow['SNO']);
$sheet->mergeCells("{$columnLetter}{$mergeStart}:{$columnLetter}{$mergeEnd}");
$sheet->getStyle("{$columnLetter}{$mergeStart}:{$columnLetter}{$mergeEnd}")
->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
} else {
if (!$hasPolicy && $key == 0) {
$RowSpanEnable = true;
$columnLetter++;
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $cellData['display_content']);
} else {
$sheet->setCellValue("{$columnLetter}{$rowNumber}", $cellData['display_content']);
}
}
if (!($key === 0 && !$hasPolicy)) {
$columnLetter++;
}
}
$rowNumber++;
$serial_no++;
}
if ($key == 0 && $RowSpanEnable == true) {
$columnLetter++;
}
// dd($columnLetter);
$prevColumn5 = $this->getPreviousColumn($columnLetter);
$dataRange = "A" . ($subHeaderRow + 1) . ":" . "{$prevColumn5}" . ($rowNumber - 1);
$sheet->getStyle($dataRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
// Auto-size columns
// foreach ($sheet->getColumnIterator() as $column) {
// $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
// }
$dataRange = $sheet->calculateWorksheetDimension();
$sheet->getStyle($dataRange)->getAlignment()
->setHorizontal(Alignment::HORIZONTAL_CENTER)
->setVertical(Alignment::VERTICAL_CENTER)
->setWrapText(true);
$sheet->getStyle('A1')->applyFromArray([
'alignment' => [
'wrapText' => false, // Disables text wrapping for A1
],
]);
// Apply border to the entire sheet
preg_match('/([A-Z]+)(\d+):([A-Z]+)(\d+)/', $dataRange, $matches);
if ($matches) {
$startColumn = $matches[1]; // A
$startRow = $matches[2]; // 1
$endColumn = $matches[3]; // G
$endRow = $matches[4]; // 75
// Convert column letter to index, reduce by 1, and convert back
$endColumnIndex = Coordinate::columnIndexFromString($endColumn) - 1;
$newEndColumn = Coordinate::stringFromColumnIndex($endColumnIndex);
// Generate the new range (e.g., "A1:F75" instead of "A1:G75")
$newDataRange = "{$startColumn}{$startRow}:{$newEndColumn}{$endRow}";
// $sheet->getStyle($newDataRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
}
$lastRow = count($lead_data) + 1;
$leadRange = "A1:{$columnLetterForImage}{$lastRow}";
$sheet->getStyle($leadRange)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
}
$columnWidth = $sheet->getColumnDimension("C")->getWidth(); // e.g., 20
$cellPixelWidth = $columnWidth * 7; // Approximate conversion (1 unit ≈ 7 pixels)
$imagePixelWidth = 250; // Approximate width of your image (in pixels)
$offsetX = max(0, ($cellPixelWidth - $imagePixelWidth) / 2);
$offsetX = $offsetX + 97;
if ($length >= 4) {
$offsetX = 35;
} else if ($length == 3) {
$offsetX = 140;
}
// dd($offsetX, $cellPixelWidth, $imagePixelWidth);
$drawing->setOffsetX($offsetX); // Dynamically center
$drawing->setOffsetY(10); // Dynamically center
$drawing->setWorksheet($sheet);
$sheet->getStyle('C1')->getAlignment()
->setHorizontal(Alignment::HORIZONTAL_CENTER)
->setVertical(Alignment::VERTICAL_CENTER);
if (!empty($rfq_data['fin_years_claims']) && $claim_history == 1) {
$claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
if (!empty($claim_details['finyear'])) {
// Get headers dynamically
$headers = array_map(function ($key) {
return ucwords(str_replace('_', ' ', $key));
}, array_keys($claim_details['finyear'][0]));
$newSheet = new Worksheet($spreadsheet, 'Claims Experience');
$spreadsheet->addSheet($newSheet);
$spreadsheet->setActiveSheetIndexByName('Claims Experience');
$sheet = $spreadsheet->getActiveSheet();
// Set headers
$sheet->fromArray($headers, NULL, 'A1');
// Apply background color and bold style to headers
$headerCellRange = 'A1:' . chr(64 + count($headers)) . '1'; // e.g., A1:G1
$sheet->getStyle($headerCellRange)->getFont()->setBold(true);
$sheet->getStyle($headerCellRange)->getFill()->setFillType(Fill::FILL_SOLID)->getStartColor()->setRGB('ADD8E6');
// Add border to header
$sheet->getStyle($headerCellRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
// Fill data and apply borders
$row = 2;
foreach ($claim_details['finyear'] as $record) {
$col = 'A';
foreach ($record as $value) {
$sheet->setCellValue($col . $row, $value);
$col++;
}
// Apply border to each data row
$sheet->getStyle('A' . $row . ':' . chr(64 + count($headers)) . $row)
->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
$row++;
}
// Auto-size all columns based on header count
for ($i = 0; $i < count($headers); $i++) {
$colLetter = chr(65 + $i); // 'A', 'B', etc.
$sheet->getColumnDimension($colLetter)->setAutoSize(true);
}
// Enable wrap text for all cells
$maxColLetter = chr(64 + count($headers)); // Last column letter
$sheet->getStyle("A2:{$maxColLetter}{$row}")->getAlignment()->setWrapText(true);
// Optional: center vertically for neatness
$sheet->getStyle("A2:{$maxColLetter}{$row}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
// Optional: Make row height auto (helps when wrap text is on)
for ($i = 2; $i < $row; $i++) {
$sheet->getRowDimension($i)->setRowHeight(-1);
}
}
}
// dd($rowNumber);
// Set filename
$string = ($type == 2) ? 'QCR' : 'RFQ';
$filename = "{$string}_{$rfq_data['client_short_name']}_{$rfq_data['policy_type']}_" . date('YmdHis') . '.xlsx';
// Save to temporary location
$uploadFilePath = WRITEPATH . 'tmp/' . $filename;
$writer = new Xlsx($spreadsheet);
$writer->save($uploadFilePath);
return [
'filePath' => $uploadFilePath,
'fileName' => $filename,
];
}
public function convertNonEbJsonForQCR($jsonArr, $type, $proposeldata, $indexOfTheTable)
{
$first_json = $jsonArr;
$first_json = array_merge($first_json, $proposeldata);
if ($type == 2) {
// Column-wise Check: Remove headers and relevant data if qcr == 0
foreach ($first_json['proposal_data']['over_all_column_data'] as $proposalKey => $proposalData) {
if ((isset($proposalData['qcr']) && isset($proposalData['stc'])) && ($proposalData['qcr'] == 0 || $proposalData['qcr'] === false) || ($proposalData['stc'] == 0 || $proposalData['stc'] === false)) {
// Remove matching parentHeader in headers
foreach ($first_json['table_data']['headers'] as $index => $header) {
if ($header['parentHeader'] === $proposalKey) {
unset($first_json['table_data']['headers'][$index]);
}
}
// Remove data entries with matching parentth
foreach ($first_json['table_data']['data'] as &$item) {
$item['data'] = array_values(array_filter($item['data'], function ($entry) use ($proposalKey) {
return $entry['parentth'] !== $proposalKey;
}));
}
// Remove proposalKey from over_all_column_data
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]);
if ($type == 2) {
// Remove proposalKey from premium_data
unset($first_json['premium_data']['data'][$proposalKey]);
}
}
// Insurer Check: Remove subHeaders and relevant data for insurers with qcr == 0
foreach ($proposalData['insurers'] as $insurerIndex => $insurer) {
$qcr = $insurer['qcr'] ?? null;
$stc = $insurer['stc'] ?? null;
if (($qcr === 0 || $qcr === false) || ($stc === 0 || $stc === false)) {
foreach ($first_json['table_data']['headers'] as &$header) {
if (isset($header['subHeaders'])) {
$header['subHeaders'] = array_values(array_filter($header['subHeaders'], function ($sub) use ($insurer) {
return $sub !== $insurer['display_name'];
}));
}
}
foreach ($first_json['table_data']['data'] as &$item) {
$item['data'] = array_values(array_filter($item['data'], function ($entry) use ($insurer) {
return $entry['subth'] !== $insurer['display_name'];
}));
}
// Remove insurer from proposal's insurers array
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]['insurers'][$insurerIndex]);
if ($type == 2) {
unset($first_json['premium_data']['data'][$proposalKey][$insurer['display_name']]);
}
}
}
}
// Row-wise Check: Remove rows if qcr == 0 for actions
$groupedRows = [];
foreach ($first_json['table_data']['data'] as $rowKey => $rowData) {
$groupedRows[$rowData['row_id']][] = $rowData;
foreach ($rowData['data'] as $keyIndex => $data) {
if ($indexOfTheTable == 0) {
if ($data['parentth'] == "Policy" && $data['input_value'] != "Checked") {
unset($first_json['table_data']['data'][$rowKey]);
break;
}
} else {
if (
isset($data['parentth'], $data['input_value']['qcr'], $data['input_value']['stc']) &&
$data['parentth'] === "Action" &&
($data['input_value']['qcr'] == 0 || $data['input_value']['stc'] == 0)
) {
unset($first_json['table_data']['data'][$rowKey]);
break;
}
}
}
}
$finalRows = [];
if (!empty($groupedRows)) {
// Loop through each row_id group and check for Policy status
foreach ($groupedRows as $rowId => $rows) {
$hasPolicy = false;
$isChecked = false;
foreach ($rows as $row) {
foreach ($row['data'] as $cell) {
if ($cell['parentth'] === 'Policy') {
$hasPolicy = true;
if (trim(strtolower($cell['input_value'])) === 'checked') {
$isChecked = true;
}
break 2; // Found Policy, no need to continue further
}
}
}
// Step 3: If parent Policy is "Checked", retain the entire group
if (!$hasPolicy || $isChecked) {
foreach ($rows as $r) {
$finalRows[] = $r;
}
}
}
if (!empty($finalRows)) {
// Update the original data
$first_json['table_data']['data'] = array_values($finalRows);
}
}
// Reindex arrays to maintain proper structure
$first_json['table_data']['headers'] = array_values($first_json['table_data']['headers']);
$first_json['table_data']['data'] = array_values($first_json['table_data']['data']);
$first_json['proposal_data']['over_all_column_data'] = array_map(function ($proposal) {
$proposal['insurers'] = array_values($proposal['insurers']);
return $proposal;
}, $first_json['proposal_data']['over_all_column_data']);
} else {
//remove insurer as Subheaders for RFQ
foreach ($first_json['table_data']['headers'] as &$header) {
// Ensure 'subHeaders' exists and is an array before filtering
if (isset($header['subHeaders']) && is_array($header['subHeaders'])) {
$header['subHeaders'] = array_filter($header['subHeaders'], function ($subHeader) {
return in_array($subHeader, ['Sum Insured', '-'], true);
});
}
}
// Kint::dump($header);
//Remove insurer Row wise data for RFQ
$groupedRows = [];
foreach ($first_json['table_data']['data'] as &$row) {
// Filter the inner data array
$row['data'] = array_filter(
$row['data'],
function ($item) {
return in_array($item['subth'], ['Sum Insured', '-', "Liability Limit"]);
}
);
$row['data'] = array_values($row['data']);
$groupedRows[$row['row_id']][] = $row;
}
// Ensure to unset the reference after the loop
unset($row);
$finalRows = [];
if (!empty($groupedRows)) {
// Loop through each row_id group and check for Policy status
foreach ($groupedRows as $rowId => $rows) {
$hasPolicy = false;
$isChecked = false;
foreach ($rows as $row) {
foreach ($row['data'] as $cell) {
if ($cell['parentth'] === 'Policy') {
$hasPolicy = true;
if (trim(strtolower($cell['input_value'])) === 'checked') {
$isChecked = true;
}
break 2; // Found Policy, no need to continue further
}
}
}
// Step 3: If parent Policy is "Checked", retain the entire group
if (!$hasPolicy || $isChecked) {
foreach ($rows as $r) {
$finalRows[] = $r;
}
}
}
if (!empty($finalRows)) {
// Update the original data
$first_json['table_data']['data'] = array_values($finalRows);
}
}
// Remove insurers from Proposal Data key for RFQ
foreach ($proposeldata['proposal_data']['over_all_column_data'] as $key => &$proposal) {
if (isset($proposal['insurers'])) {
// Set the insurers array to empty
$proposal['insurers'] = [];
}
}
// Ensure to reset the reference
unset($proposal);
}
return $first_json;
return null;
}
public function transformNonEbProposelData(&$data, $proposal, $insurer, $tableCount = null, $actionColumn = null)
{
// Kint::dump($data, $proposal, $insurer, $tableCount);
// Initialize headers with defaults
$headerData = [];
// Add the first two default headers only once
$headerData[] = [
'parentHeader' => $data['table_data']['headers'][0]['parentHeader'],
'subHeaders' => ['-']
];
$headerData[] = [
'parentHeader' => $data['table_data']['headers'][1]['parentHeader'],
'subHeaders' => ['-']
];
$second_table_name = $data['table_data']['headers'][1]['parentHeader'] ?? "";
// Loop through the headers to find matching proposal and insurer
foreach ($data['table_data']['headers'] as $header) {
if ($header['parentHeader'] === $proposal) {
foreach ($header['subHeaders'] as $subHeader) {
if ($subHeader === $insurer) {
$headerData[] = [
'parentHeader' => $header['parentHeader'],
'subHeaders' => ['Sum Insured', $subHeader]
];
break 2; // Exit both loops after match is found
}
}
}
}
// Update the original data's headers
$data['table_data']['headers'] = $headerData;
if (!empty($actionColumn)) {
$data['table_data']['headers'][] = [
'parentHeader' => "Action",
'subHeaders' => ['-']
];
}
foreach ($data['table_data']['data'] as &$entry) {
$sno = $entry['SNO'];
$items = $entry['items'];
$row_id = $entry['row_id'];
$filteredData = [];
foreach ($entry['data'] as $item) {
// Always include SNO and Particulars
if (in_array($item['parentth'], ['S.NO', "Policy", "", 'Particulars', $second_table_name])) {
$filteredData[] = $item;
}
// Include Proposal with Sum Insured
if ($item['parentth'] === $proposal && ($item['subth'] === "Sum Insured" || $item['subth'] === "Liability Limit")) {
$filteredData[] = $item;
}
// Include specific proposal and insurer
if ($item['parentth'] === $proposal && $item['subth'] === $insurer) {
$filteredData[] = $item;
}
if (!empty($actionColumn)) {
if ($item['parentth'] === "Action") {
$filteredData[] = $item;
}
}
}
// Update the entry with filtered data
$entry['SNO'] = $sno;
$entry['items'] = $items;
$entry['row_id'] = $row_id;
$entry['data'] = $filteredData;
}
unset($entry);
// kint::dump($data);
return $data;
}
public function getPreviousColumn($columnLetter, $decrement = 1)
{
$colIndex = Coordinate::columnIndexFromString($columnLetter);
$colIndex = max(1, $colIndex - $decrement); // ensure column index doesn't go below 1
return Coordinate::stringFromColumnIndex($colIndex);
}
public function handleMultiFileAttachments($json_string, $lead_id)
{
log_message('error', 'handleMultiFileAttachments called with lead_id: ' . $lead_id);
$attachments = [];
if (!empty($json_string)) {
log_message('error', 'json_string is not empty');
$fileIds = json_decode($json_string, true);
log_message('error', 'Decoded fileIds: ' . print_r($fileIds, true));
$lead_file_path = WRITEPATH . 'uploads/lead_files/';
log_message('error', 'Lead file path: ' . $lead_file_path);
foreach ($fileIds as $id) {
log_message('error', 'Processing file ID: ' . $id);
$lead_file = $this->leadFilesModel
->where('lead_id', $lead_id)
->where('id', $id)
->where('type !=', 2)
->where('is_active', 1)
->first();
if ($lead_file) {
log_message('error', 'Found lead file: ' . print_r($lead_file, true));
$fullPath = $lead_file_path . $lead_file['file_name'];
log_message('error', 'Full file path: ' . $fullPath);
if (file_exists($fullPath)) {
log_message('error', 'File exists at path: ' . $fullPath);
if (!empty($lead_file['file_name'])) {
log_message('error', 'File name is not empty: ' . $lead_file['file_name']);
$attachments[] = [
'fileName' => $lead_file['file_name'],
'filePath' => $fullPath
];
} else {
log_message('error', 'File name is empty for ID: ' . $id);
}
} else {
log_message('error', 'File does not exist at path: ' . $fullPath);
}
} else {
log_message('warning', 'No active lead file found for ID: ' . $id . ' and lead_id: ' . $lead_id);
}
}
} else {
log_message('error', 'json_string is empty');
}
log_message('error', 'Attachments prepared: ' . print_r($attachments, true));
return $attachments;
}
public function handleMemberDataGPATotalSumInsurerFromExcel($params)
{
$lead_id = $params['lead_id'];
$lead_data = $this->leadsModel->find((int)$lead_id);
// dd($lead_data);
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
// dd($file_name_with_path);
if (!$lead_data) {
return ['status' => 'failed', 'message' => 'Lead data not found'];
}
if ($lead_data['file_name']) {
//check physical file
if (!file_exists($file_name_with_path)) {
$message = "Lead Physcial file not found";
$this->myLogger->logme('error', ($message . ' for file ' . $file_name_with_path));
return ['status' => 'failed', 'message' => 'no physical file'];
}
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
//get members data
$members_sheet = $spreadsheet->getSheet(0);
$highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$uncleaned_members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
// dd($uncleaned_members);
$members = ExcelSanitizeHelper::sanitizeArrayData($uncleaned_members);
// dd($members);
// Check column headings
$members_heading = $members[0];
$available_col = [];
$lower_headers = array_map('strtolower', $members_heading);
foreach ($lower_headers as $index => $header) {
if (preg_match('/^(sa\s*-\s*option|proposed\s+sum\s+insured)\s+\d+$/i', $header)) {
$column_name = $members_heading[$index];
$sum = 0;
for ($i = 1; $i < count($members); $i++) {
$cell_raw = $members[$i][$index] ?? '';
$cell_clean = preg_replace('/[^0-9.\-]/', '', $cell_raw); // remove non-numeric chars
if ($cell_clean !== '' && is_numeric($cell_clean)) {
$sum += (float) $cell_clean;
}
}
$available_col[] = $sum;
}
}
// dd($available_col);
return $available_col;
}
return [];
}
public function generateDemographyDataTable($param)
{
$returnData = $this->calculateMembersDemography($param, "internal");
$html = "";
if (isset($returnData['data'])) {
$data = $returnData['data'];
foreach ($data as $category => $records) {
// Extract all column headers (age groups) dynamically
$allColumns = [];
foreach ($records as $person => $ages) {
$allColumns = array_merge($allColumns, array_keys($ages));
}
$allColumns = array_unique($allColumns);
$allColumns = array_values($allColumns); // reset index
$category = ucfirst($category);
// Start table with clean styling
$html .= "<h3 style='color: #333; font-weight: 500; margin-bottom: 15px;'>{$category}</h3>";
$html .= "<table data-custom-table-css='table' style='width: 100%; border-collapse: collapse; font-family: Arial, sans-serif; font-size: 14px;'>";
// Table header with light background
$html .= "<tr>";
$html .= "<th style='background-color: #f8f9fa; color: #495057; padding: 6px 8px; text-align: left; border: 1px solid #dee2e6; font-weight: 500;'>Relation</th>";
foreach ($allColumns as $col) {
$html .= "<th style='background-color: #f8f9fa; color: #495057; padding: 6px 8px; text-align: center; border: 1px solid #dee2e6; font-weight: 500;'>{$col}</th>";
}
$html .= "</tr>";
// Table rows with clean styling
foreach ($records as $relation => $ages) {
$html .= "<tr>";
$html .= "<td style='padding: 5px 8px; border: 1px solid #dee2e6; background-color: #fff;'>{$relation}</td>";
foreach ($allColumns as $col) {
$value = isset($ages[$col]) ? $ages[$col] : "-";
$html .= "<td style='padding: 5px 8px; border: 1px solid #dee2e6; text-align: center; background-color: #fff;'>{$value}</td>";
}
$html .= "</tr>";
}
$html .= "</table>";
}
}
return $html;
}
// function for insurer remainder mail cron job
public function remainderForQcr()
{
$lead_data = $this->leadsModel
->select(
'leads.*,
user_profiles.email as created_person_email,
policy_type.policy_type,
policy_type.long_name
')
->join('policy_type', 'leads.policy_type_id = policy_type.id')
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->where('leads.is_active', 1)
->where('user_profiles.is_active', 1)
->whereIn('leads.status', ['rfq_sent', 'qcr_created'])
->where('leads.next_reminder_date', date('Y-m-d'))
->findAll();
// dd($lead_data);
if (count($lead_data) == 0) {
$this->myLogger->logme("info", "No leads found for reminder mail at " . date('Y-m-d H:i:s'));
print_r(["status" => true, "message" => "There is no data to send reminder mail"]);
return ["status" => true, "message" => "There is no data to send reminder mail"];
}
$from_mail = "im@nhanceindia.in";
$subject = "Reminder for RFQ";
$content_string = '
<p>Dear Sir,</p>
<p>Greetings from Nhance India!</p>
<p>This is a gentle reminder regarding our earlier mail about the RFQ for the <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
<p>We kindly request you to share the competitive quotes at the earliest possible convenience.</p>
<p>In case of any clarification, please feel free to contact us.</p>
<p>Thank you for your prompt attention to this matter.</p><br>
<p>Best regards,</p>
<p><strong>Nhance India</strong></p>
';
$reminder_sended_lead = [];
foreach ($lead_data as $lead) {
$leadId = $lead['id'];
$reply_to = $lead['created_person_email'] ?? "";
if (isset($lead['policy_end_date']) && $lead['policy_end_date'] != null) {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
} else {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
}
$mail_content = $this->transformMailContent($lead, $content_string, "RFQ");
$mail_subject = $this->transformMailContent($lead, $subject, "RFQ");
$this->myLogger->logme("info", "Processing lead_id={$leadId} for reminder mails");
// get sales person + created_by emails
$sales_person_emails = $this->userModel
->select('email')
->where('is_active', 1)
->whereIn('id', json_decode($lead['salse_person_id'] ?? "[]", true))
->findAll();
$email_list = array_column($sales_person_emails, 'email');
if (!empty($reply_to)) {
$email_list[] = $reply_to;
}
$email_list = array_filter(array_unique($email_list));
$email_string = implode(',', $email_list);
// Get latest sent mail timestamp
$createdAtRow = $this->gmailSentHistoryModel
->select("DATE_FORMAT(created_at, '%Y-%m-%d %H:%i') as created_at", false)
->where('isactive', 1)
->where('mail_type', 'insurer')
->where('pk', $leadId)
->orderBy('id', 'desc')
->first();
// dd(db_connect()->getLastQuery(), $createdAtRow);
if (!$createdAtRow) {
$this->myLogger->logme("warning", "No sent history found for lead_id={$leadId}, skipping...");
continue;
}
$createdAt = $createdAtRow['created_at'];
// Fetch mail data for that timestamp
$mail_datas = $this->gmailSentHistoryModel
->where('isactive', 1)
->where('mail_type', "insurer")
->where('pk', $leadId)
->where("DATE_FORMAT(created_at, '%Y-%m-%d %H:%i')", $createdAt)
->findAll();
if (empty($mail_datas)) {
$this->myLogger->logme("warning", "No mail data found for lead_id={$leadId} at created_at={$createdAt}");
continue;
}
// Filter only pending insurers
$quote_received_insurer = json_decode($lead['quote_received_insurer'] ?? "[]", true);
$reminder_mail_data = [];
if (empty($quote_received_insurer)) {
$reminder_mail_data = $mail_datas;
} else {
foreach ($mail_datas as $mail_value) {
$insurer_id = $mail_value['common'] ?? "";
if (!in_array($insurer_id, $quote_received_insurer)) {
$reminder_mail_data[] = $mail_value;
}
}
}
// dd($reminder_mail_data);
if (empty($reminder_mail_data)) {
$this->myLogger->logme("info", "All insurers already responded for lead_id={$leadId}, no reminder needed");
continue;
}
$this->myLogger->logme("info", "Sending " . count($reminder_mail_data) . " reminder mail(s) for lead_id={$leadId}");
$common = ['module' => "leads", 'pk' => $leadId, 'mail_type' => "remainder", 'common' => null];
foreach ($reminder_mail_data as $content) {
$insurerId = $content['common'] ?? null;
$common['common'] = $insurerId;
try {
if ($lead['is_insurer_auto_mail'] == 1) {
// send reminder to insurer
$res = MailHelper::send_email([
'from_mail' => $from_mail,
'mail' => $content['mail'] ?? "",
'cc' => json_decode($content['cc'] ?? "", true) ?? "",
'subject' => $mail_subject ?? "",
'message' => $mail_content ?? "",
'reply_to' => $reply_to,
'bcc' => json_decode($content["bcc"] ?? "", true) ?? "",
'common' => $common
]);
$this->myLogger->logme("info", "Reminder mail sent to the insurer | lead_id={$leadId}, insurer_id={$insurerId}, response=" . json_encode($res));
$reminder_sended_lead[] = [
'lead_id' => $leadId,
'insurer_id' => $insurerId,
'response' => $res
];
} else{
$this->myLogger->logme("info", "Reminder mail disable for this lead_id={$leadId}");
}
} catch (\Throwable $e) {
$errorDetails = [
'error_message' => $e->getMessage(),
'file' => $e->getFile(),
'line' => $e->getLine(),
'stack_trace' => $e->getTraceAsString(),
];
$this->myLogger->logme("error", "Exception while sending reminder | lead_id={$leadId}, insurer_id={$insurerId}, error=" . json_encode($errorDetails));
$reminder_sended_lead[] = [
'lead_id' => $leadId,
'insurer_id' => $insurerId,
'response' => ['status' => false, 'error' => $errorDetails]
];
}
// send reminder to sales person / creator only
$internal_mail_response = MailHelper::send_email([
'mail' => $from_mail,
'cc' => $email_string,
'subject' => $mail_subject ?? "",
'message' => $mail_content ?? "",
'common' => $common
]);
$this->myLogger->logme("info", "Reminder mail sent to sales persons | lead_id={$leadId}, recipients={$email_string}, response=" . json_encode($internal_mail_response));
}
}
return ['status' => true, "data" => $reminder_sended_lead];
}
public function uploadMultiFileFromRfq()
{
try {
$this->myLogger->logme('error', "uploadMultiFileFromRfq START");
$this->myLogger->logme('error', "Files received: " . json_encode($this->request->getPost() ?? []));
$lead_id = $this->request->getPost('lead_id');
$lead_form_type = $this->request->getPost('lead_form_type');
$leads_file_primary_key = $this->request->getPost('leads_file_id') ?? [];
$docs_name = $this->request->getPost('docs_name') ?? [];
$files = $this->request->getFileMultiple('file_name');
if (empty($files) || empty($docs_name)) {
$this->myLogger->logme('error', "No files or document names provided");
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'No files or document names provided'
], 400);
}
// Upload process
$multi_file_data = $this->uploadMultiFiles($files, $docs_name, $leads_file_primary_key) ?? [];
$this->myLogger->logme('error', "uploadMultiFiles result: " . json_encode($multi_file_data ?? []));
if (!empty($multi_file_data)) {
$this->insertMultiFilesData($multi_file_data, $lead_id, $lead_form_type);
$this->myLogger->logme('error', "Files inserted successfully into DB");
// update lead file name if change
if(isset($multi_file_data[0]['file_name']) && !empty($multi_file_data[0]['file_name'])){
$this->leadsModel->where('id', $lead_id)->set('file_name', $multi_file_data[0]['file_name'])->update();
}
} else {
$this->myLogger->logme('error', "uploadMultiFiles returned empty");
}
// Get the updated lead file data
$lead_file_data = $this->leadFilesModel
->where('is_active', 1)
->where('type !=', 2)
->where('lead_id', $lead_id)
->findAll();
$this->myLogger->logme('error', "Fetched " . count($lead_file_data) . " lead file records");
$document_data = $this->renderFileFields($lead_file_data);
$attch_data['multi_file_data'] = $lead_file_data;
$attachment_html = view('rfq/attachment_files', $attch_data) ?? "";
$this->myLogger->logme('error', "uploadMultiFileFromRfq END");
return $this->respond([
'status' => true,
'code' => 200,
'message' => "File uploaded Successfully",
'document_data' => $document_data,
'attachment_html' => $attachment_html,
], 200);
} catch (\Throwable $e) {
$errorDetails = [
'error_message' => $e->getMessage(),
'file' => $e->getFile(),
'line' => $e->getLine(),
'stack_trace' => $e->getTraceAsString(),
];
// Catch any error/exception and log with trace
$this->myLogger->logme('error', "Exception in uploadMultiFileFromRfq: " . json_encode($errorDetails));
return $this->respond([
'status' => false,
'code' => 500,
'message' => "File upload failed: " . $e->getMessage(),
'errorDetails' => $errorDetails,
], 500);
}
}
public function renderFileFields($multi_file_data = [])
{
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
$html = '';
// If data exists (edit mode)
if (!empty($multi_file_data)) {
foreach ($multi_file_data as $index => $value) {
$sample_dwn_link = '&nbsp;[ <a href="' . base_url("util/downloadMemberFile/") . $value['file_name'] . '" data-toggle="tooltip" data-placement="top" title="Download Member List" target="_blank">Download</a> ]';
$isFirstField = ($index === 0);
$placeholder = $isFirstField ? 'First file must be Demography.' : '';
$first_file_name = $isFirstField ? 'Member List' : '';
$member_data_link = $isFirstField ? $sample_dwn_link : '';
$read_only = $isFirstField ? 'readonly' : '';
$accept = $isFirstField ? '.xls,.xlsx' : '';
$displayIndex = $index + 1;
$html .= '
<div class="form-row d-flex align-items-end" id="fileField_' . $displayIndex . '">
<input type="hidden" name="leads_file_id[]" value="' . htmlspecialchars($value['id']) . '" id="file_id_' . $displayIndex . '">
<div class="form-group col-md-5">
<label>Document Name</label>
<input type="text" class="form-control" name="docs_name[]"
placeholder="' . $placeholder . '"
value="' . htmlspecialchars(!empty($first_file_name) ? $first_file_name : $value['docs_name']) . '" id="docs_name_' . $displayIndex . '" '.$read_only.'>
</div>
<div class="form-group col-md-5">
<label>
File Upload<br>
<small id="file_name_display_' . $displayIndex . '" class="text-muted">' .
(!empty($value['file_name']) ? htmlspecialchars($value['file_name']) : 'No file chosen') .
'</small> '.$member_data_link.'
</label>
<input type="file" class="form-control" id="file_name_' . $displayIndex . '"
name="file_name[]" accept="' . $accept . '"
onchange="showFileName(this, ' . $displayIndex . ')">
</div>
<div class="col-md-2" style="position: relative; bottom: 16px;">
<button type="button" class="btn btn-danger" onclick="removeFileField(' . $displayIndex . ', ' . htmlspecialchars($value['id']) . ')">x</button>
<button type="button" class="btn btn-primary" onclick="addFileField()">+</button>
</div>
</div>';
}
} else {
// Default (add mode)
$html .= '
<div class="form-row d-flex align-items-end" id="fileField_1">
<input type="hidden" name="leads_file_id[]" value="">
<div class="form-group col-md-5">
<label>Document Name</label>
<input type="text" class="form-control" name="docs_name[]"
placeholder="First file must be Demography." id="docs_name_1">
</div>
<div class="form-group col-md-5">
<label>
File Upload<br>
<small id="file_name_display_1" class="text-muted">No file chosen</small>
</label>
<input type="file" class="form-control" id="file_name_1"
name="file_name[]" accept=".xls,.xlsx" onchange="showFileName(this, 1)">
</div>
<div class="col-md-2" style="position: relative; bottom: 16px;">
<button type="button" class="btn btn-danger" onclick="removeFileField(1, \'\')">x</button>
<button type="button" class="btn btn-primary" onclick="addFileField()">+</button>
</div>
</div>';
}
return $html;
}
public function downloadMemberFile($fileName)
{
$filePath = WRITEPATH . 'uploads/lead_files/' . $fileName;
if (!file_exists($filePath)) {
$data['message'] = 'The Physical File Not Found';
echo view('errors/404', $data);
}
// force download
return $this->response->download($filePath, null);
}
// ----------- MEMBER DATA VALIDAATION ------------------------------------------------------------------------------------------------------
public function memberDataListValidation()
{
$lead_id = $this->request->getPost('lead_id');
$this->memberDataListExcelFileFormatValidation(['lead_id' => $lead_id]);
}
public function memberDataListExcelFileFormatValidation($params)
{
helper('excel_util_helper');
$this->myLogger->logme('error', 'Start memberDataListExcelFileFormatValidation');
$this->myLogger->logme('error', "Received params: " . json_encode($params));
$lead_id = $params['lead_id'];
$age_validation_check = $params['age_validation'] ?? null;
$lead_data = $this->leadsModel->where('id', $lead_id)->first();
// dd($lead_data);
$return = [];
if (!isset($lead_data)) {
$this->myLogger->logme('error', "Lead not found for lead_id: {$lead_id}");
$this->leadFilesModel->where('lead_id', $lead_id)->where('type', 2)->set(['status' => 'failed', 'error_data' => json_encode(['error_summary' => array_count_values([12]),'error_data' => 'file not found in DB'])])->update();
return array('status' => false, 'msg' => 'file not found in DB');
}
//get the lead files data
$lead_file_data = $this->leadFilesModel->where('is_active', 1)->where('type', 2)->first();
//check the lead file table has the error data entry if not than create new entry
if(empty($lead_file_data)){
$data['type'] = 2;
$data['file_name'] = $lead_data['file_name'];
$data['docs_name'] = "Member List";
$data['lead_id'] = $lead_id;
$lead_file_last_insert_id = $this->leadFilesModel->insert($data);
$this->myLogger->logme('error', "New lead file entry created for store the error data, insert_id : '{$lead_file_last_insert_id}'");
}
$family_composition = [];
if($age_validation_check && !empty($lead_data['proposel_data'])){
$family_composition = $this->getAgeRatioFromRfqJson($lead_id, $lead_data['proposel_data']);
$this->myLogger->logme('info', 'Family composition :',json_encode($family_composition));
}
// dd($family_composition);
// get the file path
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
$this->myLogger->logme('error', "File path: {$file_name_with_path}");
//check physical file
if (!file_exists($file_name_with_path)) {
//file not found update status and reason
$message = "Physcial file not found";
$this->myLogger->logme('error', ($message . ' for lead id ' . $lead_id));
$this->leadFilesModel
->where('lead_id', $lead_id)
->where('type', 2)
->set(['status' => 'failed','error_data' => json_encode(['error_summary' => array_count_values([5]),'error_data' => $message])])
->update();
return array('error_summary' => [5], 'error_data' => $message);
}
$this->myLogger->logme('info', 'File exists, starting validation process');
//start validation process
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
$highestRowAndColumn = $sheet->getHighestRowAndColumn();
// dd($highestRowAndColumn);
$columns_to_check = $this->member_data_excel_columns;
$result = ['error_type' => 1, 'error_summary' => [], 'error_data' => []];
$keys = array_keys($columns_to_check);
$allowedHighestColumn = end($columns_to_check);
$excel_data = $sheet->rangeToArray('A1:' . $allowedHighestColumn['col_cell_name'] . $highestRowAndColumn['row']);
$excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
$this->myLogger->logme('error', 'Excel data sanitized count : {row_count}', ['row_count' => count($excel_data)]);
// dd($excel_data);
//check number of columns in excel
$excel_columns = ($excel_data[0]);
//check columns order in excel
$column_count_res = check_columns_name_exist($columns_to_check, $excel_columns);
// dd($column_count_res);
if (isset($column_count_res) && count($column_count_res)) {
//columns count mismatch
$message = implode("\n", $column_count_res);
// echo $message;
$this->myLogger->logme('error', ($message . ' for lead id ' . $lead_id));
$this->leadFilesModel
->where('lead_id', $lead_id)
->where('type', 2)
->set(['status' => 'failed','error_data' => json_encode(['error_summary' => array_count_values([6]),'error_data' => $message])])
->update();
return array('error_summary' => [6], 'error_data' => $message);
}
$relationship = $this->general_relationships;
$column_count_res = update_excel_column_indexes($columns_to_check, $excel_columns);
// dd($column_count_res);
//remove header
unset($excel_data[0]);
$member_family_data = [];
foreach ($excel_data as $row_key => $row) {
//1. avoid empty rows
if (check_row_is_empty_or_null($row)) {
$this->myLogger->logme('error', "Empty row found at index {$row_key}, stopping row iteration");
break;
}
//iterate each row for columns validations
foreach ($row as $col_key => $col) {
$is_mandatory = $columns_to_check[$keys[$col_key]]['is_mandatory'];
$format = $columns_to_check[$keys[$col_key]]['format'];
$allowed_values = $columns_to_check[$keys[$col_key]]['allowed_values'];
$custom_function = isset($columns_to_check[$keys[$col_key]]['custom']) ? $columns_to_check[$keys[$col_key]]['custom'] : null;
$binding_params = isset($columns_to_check[$keys[$col_key]]['params']) ? $columns_to_check[$keys[$col_key]]['params'] : null;
$column_dispaly_name = $columns_to_check[$keys[$col_key]]['col_name'];
$column_index = $columns_to_check[$keys[$col_key]]['col_idx'];
$column_cell = $columns_to_check[$keys[$col_key]]['col_cell_name'];
//mandatory check
if (is_bool($is_mandatory) && $is_mandatory === true) {
if ($col == "" || $col == NULL) {
array_push($result['error_summary'], 1); //push error code for summary
$result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
$result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
$result['error_data'][$row_key][$keys[$col_key]]['error'][] = 'Value is mandatory'; //push exact error desc
}
}
//if is_mandatory is array (action based mandatory check)
if (is_array($is_mandatory)) {
$allowed_actions = $columns_to_check[$keys[$col_key]]['is_mandatory'];
if ($col == "" || $col == NULL) {
array_push($result['error_summary'], 1);
$result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
$result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
$result['error_data'][$row_key][$keys[$col_key]]['error'][] = 'Value is mandatory for this action/event';
}
}
//format check
if (isset($format)) {
$format_error = check_excel_date_format($col, $format);
if (!$format_error['status']) {
array_push($result['error_summary'], 2);
$result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
$result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
$result['error_data'][$row_key][$keys[$col_key]]['error'][] = $format_error['error'];
}
}
//allowed values check
if (($is_mandatory === true && isset($allowed_values) && is_array($allowed_values)) || (is_array($is_mandatory) && (isset($allowed_values) && is_array($allowed_values)))) {
if (!in_array((trim($col)), $allowed_values)) {
array_push($result['error_summary'], 3);
$result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
$result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
$result['error_data'][$row_key][$keys[$col_key]]['error'][] = "Value not allowed: Expected " . implode(",", $allowed_values) . " and received $col";
}
}
//custom function check
if (isset($custom_function)) {
//convert string params into PHP variables
// Create an array of variables to pass custom helper funcitons
$param_values = [];
foreach ($binding_params as $bkey => $bparam) {
$param_values[] = ($$bparam);
}
// dd(($param_values));//die();
$res = call_user_func_array($custom_function, $param_values);
if ($res['status'] === false) {
array_push($result['error_summary'], 4);
$result['error_data'][$row_key][$keys[$col_key]]['col_name'] = $column_dispaly_name; //push column name
$result['error_data'][$row_key][$keys[$col_key]]['col_idx'] = $column_index; //push column index
$result['error_data'][$row_key][$keys[$col_key]]['error'][] = $res['error'];
}
}
}
//age validation
$age_validation = isset($columns_to_check['dob']['age_validation']) ?? null;
if (isset($age_validation) && $age_validation && $age_validation_check && !empty($family_composition)) {
$format_error = check_age_validation($row, $family_composition);
if (!$format_error['status']) {
array_push($result['error_summary'], 2);
$result['error_data'][$row_key][$keys[$columns_to_check['dob']['col_idx']]]['col_name'] = $columns_to_check['dob']['col_name']; //push column name
$result['error_data'][$row_key][$keys[$columns_to_check['dob']['col_idx']]]['col_idx'] = $columns_to_check['dob']['col_idx']; //push column index
$result['error_data'][$row_key][$keys[$columns_to_check['dob']['col_idx']]]['error'][] = $format_error['error'];
}
}
$row['row_index'] = $row_key;
$relation_idx = $columns_to_check['relationship']['col_idx'];
$emp_code_idx = $columns_to_check['emp_code']['col_idx'];
if (isset($row[$relation_idx]) && strtolower($row[$relation_idx]) == 'self' && isset($member_family_data[$row[$emp_code_idx]])) {
array_unshift($member_family_data[$row[$emp_code_idx]], $row);
} else {
$member_family_data[$row[$emp_code_idx]][] = $row;
}
}
// dd($member_family_data);
$this->myLogger->logme('info', 'Row validation completed, starting duplicate check');
$check_row_dublicate = check_duplicate_rows_and_contacts($excel_data, $columns_to_check, $result);
// dd($check_row_dublicate);
if(count($check_row_dublicate)){
$result = $check_row_dublicate;
}
$this->myLogger->logme('info', 'Starting family validation');
$result = validateFamily($member_family_data, $columns_to_check, $result);
// dd($family_validation);
if (isset($result['error_summary']) && count($result['error_summary'])) {
$result['error_summary'] = array_count_values($result['error_summary']);
$status = 'failed';
$failure_reason = ((json_encode($result)));
$this->leadFilesModel->where('lead_id', $lead_id)->where('type', 2)->set(['status' => $status,'error_data' => $failure_reason])->update();
$this->myLogger->logme("error", '{lead_id} uploaded failed for this lead id', ['lead_id' => $lead_id]);
} else {
$this->leadFilesModel->where('lead_id', $lead_id)->where('type', 2)->set(['status' => 'success','error_data' => ''])->update();
$r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => ['lead_id' => $lead_id]]);
}
return $result;
}
public function getAgeRatioFromRfqJson($lead_id, $porposel_data)
{
$age_ratio = [];
$rfq_data = $this->RFQModel->where('is_active', 1)->where('lead_id', $lead_id)->orderBy('id', 'desc')->first();
if(empty($rfq_data) || empty($rfq_data['json'])){
return $age_ratio;
}
$data = json_decode($rfq_data['json'], true);
$proposal_and_insurer = json_decode($porposel_data, true);
$insurer_key = $proposal_and_insurer['insurer_name'] ?? null;
if(isset($data['table_data']['data'])){
foreach ($data['table_data']['data'] as $key => $value) {
if($value['items'] == 'family_composition'){
foreach ($value['data'] as $family_composition) {
if($family_composition['subth'] == $insurer_key){
$age_ratio = json_decode($family_composition['input_value'] ?? "", true) ?? [];
}
}
}
}
}
return $age_ratio;
}
public function getMemberDataExcelFileErrors()
{
$lead_id = $this->request->getGet('lead_id');
// $lead_id = 329;
// Render views and capture output
$result = $this->getMemberDataListExcelErrorData($lead_id);
if ($result != 0) {
$result['lead_id'] = $lead_id;
echo view('excel_errors', $result);
} else if ($result == 0) {
$data['message'] = 'File Not Found Physically';
return view('errors/404', $data);
} else {
echo view('errors/html/production');
}
}
public function getMemberDataListExcelErrorData($lead_id)
{
try {
$file = $this->leadFilesModel->where('lead_id', $lead_id)->where('type', 2)->where('is_active', 1)->first();
$error_data = json_decode($file['error_data']);
// dd($error_data);
// return $error_data;
$file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $file['file_name'];
//check the file exist or not
if (!file_exists($file_name_with_path)) {
$error_message = "File not found";
$this->myLogger->logme('error', ($error_message . ' for file id ' . $lead_id));
return 0;
}
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
$sheet = $spreadsheet->getActiveSheet();
$highestRowAndColumn = $sheet->getHighestRowAndColumn();
$excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
$excelErrorData['excel_header'] = $excel_data[0];
unset($excel_data[0]);
// Kint::dump($excel_data);
if ($error_data->error_type == 1) {
$finalArray = [];
foreach ($error_data->error_data as $key => $value) {
foreach ($value as $key2 => $value2) {
$error_data = $value2->error;
$data = ['value' => $excel_data[$key][$value2->col_idx], 'error' => $error_data,];
$excel_data[$key][$value2->col_idx] = $data;
}
array_push($finalArray, $excel_data[$key]);
}
foreach ($finalArray as $fkey => $value) {
foreach ($value as $vkey => $arrayData) {
if (!is_array($arrayData)) {
$data = ['value' => $arrayData];
$finalArray[$fkey][$vkey] = $data;
}
}
}
$excelErrorData['excel_data'] = $finalArray;
return $excelErrorData;
} else if ($error_data->error_type == 2) {
$allErrors = [];
$typeTowArray = [];
foreach ($error_data->error_data as $index => $item) {
foreach ($item as $field) {
if (!isset($allErrors[$index])) {
$allErrors[$index] = [];
}
$allErrors[$index] = array_merge($allErrors[$index], $field->error);
}
}
// dd(array_keys($allErrors));
foreach ($allErrors as $key => $value) {
// echo $key;
// print_r($value);
foreach ($excel_data as $excel_data_index => $excel_data_value) {
if ($excel_data_value[0] == $key) {
$data = ['value' => $excel_data[$excel_data_index][1], 'error' => $value,];
$excel_data[$excel_data_index][1] = $data;
array_push($typeTowArray, $excel_data[$excel_data_index]);
break;
}
}
}
// dd($data);
foreach ($typeTowArray as $fkey => $value) {
foreach ($value as $vkey => $arrayData) {
if (!is_array($arrayData)) {
$data = ['value' => $arrayData];
$typeTowArray[$fkey][$vkey] = $data;
}
}
}
$excelErrorData['excel_data'] = $typeTowArray;
return $excelErrorData;
}
} catch (\Exception $e) {
// Handle any exceptions
$errorMessage = $e->getMessage(); //die();
$this->myLogger->logme('error', $errorMessage);
return false; // You can return an error response here
}
}
public function downloadFullMemberDataExcelErrorFile($lead_id, $rowIndex = 1, $colIndex = 1)
{
// Get file data from the database
$file_data = $this->leadFilesModel->where('lead_id', $lead_id)->where('type', 2)->where('is_active', 1)->first();
$error = json_decode($file_data['error_data']);
// Check if the file exists
if (!$file_data) {
$error_message = "File not found";
$this->myLogger->logme('error', $error_message . ' for file id ' . $lead_id);
return $error_message;
}
$fileName = $file_data['file_name'];
$filePath = WRITEPATH . '/uploads/lead_files/' . $fileName;
// Check if the file exists
if (!file_exists($filePath)) {
$error_message = "File not found";
$this->myLogger->logme('error', $error_message . ' for file id ' . $lead_id);
$data['message'] = 'Physical File Not Found';
return view('errors/404', $data);
}
// Load the Excel file
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($filePath);
$sheet = $spreadsheet->getActiveSheet();
foreach ($error->error_data as $index => $error_data) {
$rowIndex = $index + 1;
if ($error->error_type == 1) {
foreach ($error_data as $key => $value) {
$colIndex = $value->col_idx + 1;
$originalValue = $sheet->getCell([$colIndex, $rowIndex])->getValue();
$newValue = implode(', ', $value->error);
$val = $originalValue . ' ( ' . $newValue . ' )';
$sheet->setCellValue([$colIndex, $rowIndex], $val);
$style = [
'fill' => [
'fillType' => \PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID,
'startColor' => ['rgb' => 'ffad99'] // Red color
]
];
$sheet->getStyle([$colIndex, $rowIndex])->applyFromArray($style);
}
} else if ($error->error_type == 2) {
foreach ($error_data as $key => $value) {
$originalValue = $sheet->getCell([1, $rowIndex])->getValue();
$newValue = implode(', ', $value->error);
$val = $originalValue . ' ( ' . $newValue . ' )';
$sheet->setCellValue([$colIndex, $rowIndex], $val);
$style = [
'fill' => [
'fillType' => \PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID,
'startColor' => ['rgb' => 'ffad99'] // Red color
]
];
$sheet->getStyle([$colIndex, $rowIndex])->applyFromArray($style);
}
}
}
// Create a new filename for the modified Excel file
$newFileName = 'error_with_highlight_' . $fileName;
// Save the modified Excel file to a new location
$newFilePath = WRITEPATH . '/uploads/lead_files/' . $newFileName;
$writer = new \PhpOffice\PhpSpreadsheet\Writer\Xlsx($spreadsheet);
$writer->save($newFilePath);
// Set headers to force download
$response = service('response');
$response->setHeader('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
$response->setHeader('Content-Disposition', 'attachment;filename="' . $newFileName . '"');
$response->setHeader('Cache-Control', 'max-age=0');
$response->setHeader('Content-Length', filesize($newFilePath));
$response->setBody(file_get_contents($newFilePath));
// Delete the temporary file
unlink($newFilePath);
// Return the response
return $response;
}
public function savePlacementDataAndValidateMemberDataFile()
{
try {
$this->myLogger->logme('error', '--- savePlacementDataAndValidateMemberDataFile START ---');
$params = $this->request->getPost();
$this->myLogger->logme('error', 'Received params: ' . json_encode($params));
if (empty($params['lead_id'])) {
$this->myLogger->logme('error', 'Lead ID missing');
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'Lead ID is required'
], 400);
}
$lead_id = $params['lead_id'];
$proposal_insurer = $params['proposal_insurer'] ?? '';
// Handle proposal and insurer details
if (!empty($proposal_insurer) && strpos($proposal_insurer, '-') !== false) {
list($proposal_key, $insurer_key) = explode('-', $proposal_insurer, 2);
$lead_update_data = json_encode([
'proposel_name' => $proposal_key,
'insurer_name' => $insurer_key,
'insurer' => $params['insurer_and_branch'] ?? null,
]);
$this->myLogger->logme('error', "Proposal/Insurer parsed successfully: $proposal_key - $insurer_key");
} else {
$lead_update_data = null;
$this->myLogger->logme('error', 'Proposal/Insurer not provided or invalid format');
}
$data = [
'proposel_data' => $lead_update_data,
'placement_date' => !empty($params['placement_date']) ? change_date_format($params['placement_date']) : null,
'payment_date' => !empty($params['payment_date']) ? change_date_format($params['payment_date']) : null,
'utr_no' => $params['utr_no'] ?? null,
'is_cd' => $params['is_cd'] ?? null,
'premium_amount' => $params['premium_amount'] ?? null,
'total_amount' => $params['total_amount'] ?? null,
'cd_amount' => $params['cd_amount'] ?? null,
'no_of_installment' => $params['no_of_installment'] ?? null,
'is_installment' => $params['is_installment'] ?? null,
'acm_id' => $params['acm_pk'] ?? null,
];
// get lead data
$lead_data = $this->leadsModel->where('id', $lead_id)->first();
// Compare and update only if changed the start and end date
if (!empty($params['policy_start_date'])) {
$converted_start = change_date_format($params['policy_start_date']);
if ($converted_start !== $lead_data['policy_start_date']) {
$data['policy_start_date'] = $converted_start;
$this->myLogger->logme('error', "Policy start date updated: $converted_start");
}
}
if (!empty($params['policy_end_date'])) {
$converted_end = change_date_format($params['policy_end_date']);
if ($converted_end !== $lead_data['policy_end_date']) {
$data['policy_end_date'] = $converted_end;
$this->myLogger->logme('error', "Policy end date updated: $converted_end");
}
}
// Handle TPA details
if (!empty($params['tpa_id']) && strpos($params['tpa_id'], '-') !== false) {
list($tpaBranchId, $tpaId) = explode('-', $params['tpa_id']);
$data['tpa_branch_id'] = $tpaBranchId;
$data['tpa_id'] = $tpaId;
$this->myLogger->logme('error', "TPA details added: branch=$tpaBranchId, id=$tpaId");
}
$this->myLogger->logme('error', 'Prepared lead update data: ' . json_encode($data));
// Update main lead record
$this->leadsModel->update($lead_id, $data);
$this->myLogger->logme('error', "Lead updated successfully for ID: $lead_id");
// Save installment details
if (!empty($params['installments'])) {
$installments = json_decode($params['installments'], true);
$this->myLogger->logme('error', "Installments data received: " . json_encode($installments));
if (is_array($installments) && !empty($installments)) {
foreach ($installments as $installment) {
$installment['payment_date'] = !empty($installment['payment_date']) && strtotime($installment['payment_date'])
? date('Y-m-d', strtotime($installment['payment_date']))
: null;
$installment['lead_id'] = $lead_id;
if (!empty($installment['id'])) {
$this->leadInstallmentPaymentDetails->update($installment['id'], $installment);
$this->myLogger->logme('error', "Installment updated: " . json_encode($installment));
} else {
$this->leadInstallmentPaymentDetails->insert($installment);
$this->myLogger->logme('error', "Installment inserted: " . json_encode($installment));
}
}
}
} else {
$this->myLogger->logme('error', "No installments provided");
}
// Update lead file status to pending
$this->leadFilesModel->where('lead_id', $lead_id)->where('type', 2)->set(['status' => 'pending'])->update();
// Queue job after save
$r = Jobs::addJob(['job_name' => 'memberDataListExcelFileFormatValidation', 'payload' => ['lead_id' => $lead_id, 'age_validation' => true]]);
$this->myLogger->logme('error', "Job queued successfully: " . json_encode($r));
$this->myLogger->logme('error', "--- savePlacementDataAndValidateMemberDataFile END (SUCCESS) ---");
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Placement data saved successfully. File being validated',
'lead_id' => $lead_id,
'data' => $data,
'params' => $params
], 200);
} catch (\Exception $e) {
$errorDetails = [
'error_message' => $e->getMessage(),
'file' => $e->getFile(),
'line' => $e->getLine(),
'stack_trace' => $e->getTraceAsString(),
];
$this->myLogger->logme('error', "--- savePlacementDataAndValidateMemberDataFile ERROR --- " . json_encode($errorDetails));
return $this->respond([
'status' => false,
'code' => 500,
'message' => 'Error while validating the member data',
'error' => $errorDetails
], 500);
}
}
public function checkMemberDataFileValidationStatus()
{
$lead_id = $this->request->getVar('lead_id');
if (empty($lead_id)) {
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'lead_id is required'
], 400);
}
// Fetch file validation status
$lead_file = $this->leadFilesModel
->select('id, lead_id, status')
->where('lead_id', $lead_id)
->where('type', 2)
->first();
if (!$lead_file) {
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'No file found for this lead_id'
], 404);
}
// If validation is still running
if ($lead_file['status'] === 'pending' || $lead_file['status'] === null) {
return $this->respond([
'status' => true,
'code' => 202, // Accepted - still processing
'message' => 'Validation in progress',
'data' => ['status' => $lead_file['status']]
], 200);
}
// If validation finished (success or failed)
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Validation completed',
'data' => $lead_file
], 200);
}
// ----------- END OF MEMBER DATA VALIDAATION ------------------------------------------------------------------------------------------------------
}