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GWM : endorsement excel changes

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This commit is contained in:
Gowtham M 2026-03-04 14:47:06 +05:30
parent a6e2465d62
commit 1e632ead4e
2 changed files with 43 additions and 14 deletions
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15
app/Controllers/EndorsementController.php
View File

@ -6,6 +6,7 @@ use App\Models\EndorsementModel;
use App\Models\PolicyModel;
use App\Models\EnquiryModel;
use App\Models\QuotationModel;
use App\Models\StaffModel;
use CodeIgniter\RESTful\ResourceController;
class EndorsementController extends ResourceController
@ -15,6 +16,7 @@ class EndorsementController extends ResourceController
protected $PolicyModel;
protected $QuotationModel;
protected $EnquiryModel;
protected $StaffModel;
public function __construct()
{
@ -23,6 +25,7 @@ class EndorsementController extends ResourceController
$this->PolicyModel = new PolicyModel();
$this->QuotationModel = new QuotationModel();
$this->EnquiryModel = new EnquiryModel();
$this->StaffModel = new StaffModel();
}
@ -360,7 +363,17 @@ class EndorsementController extends ResourceController
$updateData['updated_by'] = $reqData['updated_by'] ?? null;
$updateData['is_data_accuracy_checked'] = 1;
if (!empty($updateData['updated_by'])) {
$staff = $this->StaffModel
->select('role_id')
->where('id', $updateData['updated_by'])
->first();
if (!empty($staff) && $staff['role_id'] == 4) {
$updateData['is_data_accuracy_checked'] = 1;
}
}
/**
* ===========================

42
app/Controllers/ExcelExportController.php
View File

@ -1534,15 +1534,22 @@ class ExcelExportController extends ResourceController
// Define column headers
$header = ['S.No', 'Internal/External',
'Date','Partner',
'Insurer','Staff',
'Reg.No','Policy No',
'Type of Endorsement',
'Contact Person',
'Financial/Non-Financial',
'Pending Days','Remarks',
'End. Premium'
$header = [
'S.No',
'Created Date',
'Internal/External',
'Created By',
'Policy Number',
'Vehicle No',
'Type Of Endorsement',
'Endorsement Number',
'Insured Name',
'Insurer',
'Broker',
'Contact Person',
'Remarks',
'Endorsement Premium Amount',
'Commission Amount'
];
$finalData = [];
@ -2449,14 +2456,22 @@ class ExcelExportController extends ResourceController
try {
$sql = "SELECT
per.policy_from,
DATE_FORMAT(per.created_at, '%d-%m-%Y %h:%i %p') AS received_date,
I.name AS insurer_name,
pa.name AS agent_name,
per.policy_from,
ps.name AS staff_name,
pe.reg_no,
CONCAT('`', pp.policy_number) AS policy_number,
pe.reg_no,
petm.endorsement_type AS endorsement_type,
per.endorsement_no,
per.insured_name,
I.name AS insurer_name,
pb.name AS broker_name,
per.contact_person,
per.endorsement_description,
per.endorsement_premium,
per.commission_amount,
pa.name AS agent_name,
per.contact_person,
per.financia_or_non_financial,
per.pending_days,
@ -2470,6 +2485,7 @@ class ExcelExportController extends ResourceController
LEFT JOIN partner_staff ps ON ps.id = pe.assigned_to
LEFT JOIN insurers I ON I.id = pe.insurer_id
LEFT JOIN partner_endorsement_type_master petm ON petm.id = per.endorsement_type
LEFT JOIN partner_brokers pb ON pb.id = per.broker_id
WHERE per.manager_id = ?
AND per.is_active = 1";