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Endorsement : GWM

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This commit is contained in:
Gowtham M 2025-09-08 14:46:27 +05:30
parent c197a1c2ec
commit 6938db1b68
8 changed files with 426 additions and 908 deletions
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12
app/Config/Routes.php
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@ -44,6 +44,7 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
$routes->get('agent/findAgent', 'AgentController::findAgent');
$routes->post('agent/createAgent', 'AgentController::createAgent');
$routes->post('agent/updateAgent', 'AgentController::updateAgent');
$routes->post('agent/updateDeviceToken', 'AgentController::updateDeviceToken');
$routes->post('agent/changeAgentStatus', 'AgentController::changeAgentStatus');
$routes->get('agent/downloadAgentCertificateFile', 'AgentController::downloadAgentCertificateFile');
$routes->get('agent/agentIncentiveFileList', 'AgentController::agentIncentiveFileList');
@ -84,6 +85,17 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
$routes->post('policy/updatePolicy', 'PolicyController::updatePolicy');
$routes->get('policy/downloadPolicyFile', 'PolicyController::downloadPolicyFile');
//claims
$routes->get('claim/ClaimList', 'ClaimController::ClaimList');
$routes->post('claim/createClaim', 'ClaimController::createPolicy');
//endorsement
$routes->get('endorsement/endorsementList', 'EndorsementController::endorsementList');
$routes->post('endorsement/createEndorsement', 'EndorsementController::createEndorsement');
//dashboard
$routes->get('dashboard/agentDashboard', 'DashboardController::agentDashboard');
});

32
app/Controllers/AgentController.php
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@ -144,6 +144,38 @@ class AgentController extends ResourceController
}
}
//update device token
public function updateDeviceToken()
{
try{
$data = $this->request->getPost();
if (!isset($data['id'])) {
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'ID Required'], 200);
}
$id = $data['id'];
// check if agent exists
$agent = $this->AgentModel->find($id);
if (!$agent) {
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'Date Not Found'], 200);
}
$updateData = [
'firebase_device_token' => $data['firebase_device_token'] ?? null,
];
$this->AgentModel->update($id, $updateData);
return $this->respond(['status' => 'success', 'code' => 200, 'data' => []], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
// ACTIVATE / DEACTIVATE agent
public function changeAgentStatus()
{

144
app/Controllers/ClaimController.php Normal file
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@ -0,0 +1,144 @@
<?php
namespace App\Controllers;
use App\Models\ClaimModel;
use App\Models\PolicyModel;
use App\Models\EnquiryModel;
use App\Models\QuotationModel;
use CodeIgniter\RESTful\ResourceController;
class TicketController extends ResourceController
{
protected $db;
protected $ClaimModel;
protected $PolicyModel;
protected $QuotationModel;
protected $EnquiryModel;
public function __construct()
{
$this->db = db_connect();
$this->ClaimModel = new ClaimModel();
$this->PolicyModel = new PolicyModel();
$this->QuotationModel = new QuotationModel();
$this->EnquiryModel = new EnquiryModel();
}
// Get all tickets
public function ClaimList()
{
try {
$id = $this->request->getGet('id'); // claim id
$manager_id = $this->request->getGet('manager_id');
$agent_id = $this->request->getGet('agent_id');
$builder = $this->db->table('ticket_master tm')
->select('tm.*,
i.name as insurer_name,
c.client_name, c.phone as client_phone, c.email as client_email,
pct.claim_type,
pa.name as agent_name,
tcs.claim_status')
->join('insurers i', 'i.id = tm.insurer_id', 'left')
->join('clients c', 'c.id = tm.client_id', 'left')
->join('partner_claim_type_master pct', 'pct.id = tm.ticket_type_id', 'left')
->join('partner_agent pa', 'pa.id = tm.agent_id', 'left')
->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.ticket_type = 8', 'left')
->where('tm.ticket_type_id', 8);
// If ID is provided, fetch single record
if (!empty($id)) {
$builder->where('tm.id', $id);
$ticket = $builder->get()->getRowArray();
if (!$ticket) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'Not Found'], 404);
}
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $ticket], 200);
}
// Apply filters
if (!empty($manager_id)) {
$builder->where('tm.manager_id', $manager_id);
}
if (!empty($agent_id)) {
$builder->where('tm.agent_id', $agent_id);
}
$data = $builder->get()->getResultArray();
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $data], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
// Create new ticket
public function createClaim()
{
try {
$reqData = $this->request->getJSON(true);
// Validate required fields
if (empty($reqData['policy_number']) || empty($reqData['claim_description'] || empty($reqData['claim_type']))) {
return $this->respond(['status' => 'failed','code' => 400, 'data' => 'policy_number and claim_description and claim_type are required'], 200);
}
// Fetch policy details from partner_policy
$policy = $this->PolicyModel->select('partner_policy.*,E.insurer_id,E.insurer_branch_id,E.name as client_name,E.mobile as client_mobile,E.email as client_email,E.reg_no')
->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id', 'left')
->join('partner_enquiry E', 'E.id = partner_policy.enquiry_id', 'left')
->where('partner_policy.policy_number',$reqData['policy_number'])
->first();
if (empty($policy)) {
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'Policy not found'
], 200);
}
// Prepare claim data for ticket_master
$claimData = [
'ticket_type_id' => 8,
'claim_status_id' => 1,
'policy_no' => $policy['policy_number'],
'client_policy_id' => $policy['client_policy_id'],
'insurer_id' => $policy['insurer_id'],
'client_id' => $policy['client_id'] ?? null,
'agent_id' => $policy['agent_id'] ?? null,
'manager_id' => $policy['manager_id'] ?? null,
'vehicle_id' => $policy['vehicle_id'] ?? null,
'insured_name' => $policy['insured_name'] ?? null,
'emp_name' => $policy['client_name'] ?? null,
'emp_mobile' => $policy['client_mobile'] ?? null,
'emp_mail' => $policy['client_email'] ?? null,
'emp_personal_mail'=> $policy['client_email'] ?? null,
'claim_type' => $reqData['claim_type'],
'claim_description'=> $reqData['claim_description'],
'created_by' => $reqData['created_by'] ?? null,
];
// Insert claim
if (!$this->ClaimModel->insert($claimData)) {
return $this->respond(['status' => 'failed','code' => 422,'data' => $this->ClaimModel->errors()], 422);
}
return $this->respond(['status' => 'success','code' => 200,'data' => ['claim_id' => $this->ClaimModel->getInsertID()]], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed','code' => 500,'data' => $e->getMessage()], 500);
}
}
}

126
app/Controllers/DashboardController.php Normal file
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@ -0,0 +1,126 @@
<?php
namespace App\Controllers;
use CodeIgniter\RESTful\ResourceController;
class DashboardController extends ResourceController
{
protected $db;
public function __construct()
{
$this->db = \Config\Database::connect();
}
public function agentDashboard()
{
$today = date('Y-m-d');
$month = date('m');
$year = date('Y');
// --- Policies Issued ---
$policiesToday = $this->db->table('partner_policy')
->where('created_on >=', $today.' 00:00:00')
->where('created_on <=', $today.' 23:59:59')
->countAllResults();
$policiesMonth = $this->db->table('partner_policy')
->where('MONTH(created_on)', $month)
->where('YEAR(created_on)', $year)
->countAllResults();
$policiesYear = $this->db->table('partner_policy')
->where('YEAR(created_on)', $year)
->countAllResults();
// --- Premium Value ---
$premiumToday = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('created_on >=', $today.' 00:00:00')
->where('created_on <=', $today.' 23:59:59')
->get()->getRow()->total ?? 0);
$premiumMonth = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('MONTH(created_on)', $month)
->where('YEAR(created_on)', $year)
->get()->getRow()->total ?? 0);
$premiumYear = (float) ($this->db->table('partner_policy')
->selectSum('premium_amount', 'total')
->where('YEAR(created_on)', $year)
->get()->getRow()->total ?? 0);
// --- Earnings (same as premium for now) ---
$earningsToday = $premiumToday;
$earningsMonth = $premiumMonth;
$earningsYear = $premiumYear;
$last30 = date('Y-m-d H:i:s', strtotime('-30 days'));
// --- Performance Agents (top 5, last 30 days) ---
$performanceAgents = $this->db->table('partner_policy pp')
->select('pa.id AS agent_id, pa.name AS agent_name, COUNT(pp.id) AS policies_issued, COALESCE(SUM(pp.premium_amount),0) AS premium_value')
->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner')
->where('pp.created_on >=', $last30)
->groupBy('pa.id')
->orderBy('policies_issued', 'DESC')
->limit(5)
->get()
->getResultArray();
// --- Non-Performing Agents (bottom 5, last 30 days) ---
$nonPerformingAgents = $this->db->table('partner_agent pa')
->select('pa.id AS agent_id, pa.name AS agent_name, COUNT(pp.id) AS policies_issued, IF(pa.is_active=1,"Active","Inactive") AS status')
->join('partner_policy pp', 'pp.agent_id = pa.id AND ', 'left')
->groupBy('pa.id')
->orderBy('policies_issued', 'ASC')
->limit(5)
->get()
->getResultArray();
// --- Quotations Pending ---
$quotationsPending = $this->db->table('partner_quotation pq')
->select('ps.name as staff_name, COUNT(pq.id) as quotation_issued, COALESCE(SUM(pq.premium_amount),0) as premium_value')
->join('partner_enquiry pe', 'pe.id = pq.enquiry_id')
->join('partner_staff ps', 'ps.id = pe.assigned_to')
->where('pq.status', 'Pending')
->groupBy('ps.id')
->limit(10)
->get()->getResultArray();
// --- Policies Pending ---
$policiesPending = $this->db->table('partner_enquiry pe')
->select('ps.name as staff_name, COUNT(pp.id) as policies_issued, COALESCE(SUM(pp.premium_amount),0) as premium_value')
->join('partner_staff ps', 'ps.id = pe.assigned_to')
->join('partner_policy pp', 'pp.enquiry_id = pe.id', 'left')
// ->where('pp.id', null) // correct way in CI4 for IS NULL
->groupBy('ps.id')
->limit(15)
->get()->getResultArray();
return $this->respond([
'policies_issued' => [
'today' => $policiesToday,
'month' => $policiesMonth,
'year' => $policiesYear,
],
'premium_value' => [
'today' => $premiumToday,
'month' => $premiumMonth,
'year' => $premiumYear,
],
'earnings' => [
'today' => $earningsToday,
'month' => $earningsMonth,
'year' => $earningsYear,
],
'performance_agents' => $performanceAgents,
'non_performing_agents'=> $nonPerformingAgents,
'quotations_pending' => $quotationsPending,
'policies_pending' => $policiesPending,
]);
}
}

31
app/Controllers/EndorsementController.php Normal file
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@ -0,0 +1,31 @@
<?php
namespace App\Controllers;
use App\Models\EndorsementModel;
use App\Models\PolicyModel;
use App\Models\EnquiryModel;
use App\Models\QuotationModel;
use CodeIgniter\RESTful\ResourceController;
class EndorsementController extends ResourceController
{
protected $db;
protected $EndorsementModel;
protected $PolicyModel;
protected $QuotationModel;
protected $EnquiryModel;
public function __construct()
{
$this->db = db_connect();
$this->EndorsementModel = new EndorsementModel();
$this->PolicyModel = new PolicyModel();
$this->QuotationModel = new QuotationModel();
$this->EnquiryModel = new EnquiryModel();
}
}

908
app/Helpers/status_helper.php
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@ -1,908 +0,0 @@
<?php
use App\Controllers\PlanController;
use App\Models\OrganizationModel;
use App\Models\UserModel;
use App\Models\GroupModel;
use App\Models\PolicyModel;
use App\Models\PolicyDetailsModel;
use App\Models\ServiceModel;
use App\Models\PlanStatusModel;
use App\Models\PlanModel;
if (!function_exists('palnStatusHandler')) {
function palnStatusHandler($plan_id , $is_data_edited)
{
log_message('info', "palnStatusHandler() called for plan_id: {$plan_id}, is_data_edited: {$is_data_edited}");
$planModel = new PlanModel();
$planStatusModel = new PlanStatusModel();
$userModel = new UserModel();
$groupModel = new GroupModel();
$policyModel = new PolicyModel();
$policyDetailsModel = new PolicyDetailsModel();
$planController = new PlanController();
$planData = $planController->find($plan_id, 'internal');
if (!$planData) {
log_message('error', "No plan data found for plan_id: {$plan_id}");
return false;
}
$planServices = [];
if (count($planData['flight'])) { array_push($planServices, 1); }
if (count($planData['train'])) { array_push($planServices, 2); }
if (count($planData['bus'])) { array_push($planServices, 3); }
if (count($planData['taxi'])) { array_push($planServices, 4); }
if (count($planData['accomodation'])) { array_push($planServices, 5); }
if (count($planData['forex'])) { array_push($planServices, 6); }
if (count($planData['insurance'])) { array_push($planServices, 7); }
if (count($planData['visa'])) { array_push($planServices, 8); }
if (count($planData['miscellaneous'])) { array_push($planServices, 9); }
log_message('debug', "Plan services found: " . json_encode($planServices));
$userId = $planData['user_id'] ?? $planData['traveller_id'];
$userData = $userModel->where('user_id', $userId)->first();
if (!$userData) {
log_message('error', "User data not found for user_id: {$userId}");
return false;
}
$groupId = $userData['group_id'];
$a1Id = $userData['first_approver'];
$a2Id = $userData['second_approver'];
$a3Id = $userData['third_approver'];
$a4Id = $userData['fourth_approver'];
$groupData = $groupModel->where('group_id', $groupId)->first();
if (!$groupData) {
log_message('error', "Group data not found for group_id: {$groupId}");
return false;
}
$tripType = $planData['trip_type'];
$policyId = ($tripType == 1) ? $groupData['domestic_policy_id'] : $groupData['international_policy_id'];
$policyData = $policyModel->where('policy_id', $policyId)->first();
if (!$policyData) {
log_message('error', "Policy data not found for policy_id: {$policyId}");
return false;
}
$priorityOrderOfService = json_decode($policyData['services_ids'], true);
if (!is_array($priorityOrderOfService)) {
log_message('error', "Invalid service priority list in policy_id: {$policyId}");
return false;
}
foreach ($priorityOrderOfService as $key => &$value) {
$value['priority'] = $key + 1;
}
unset($value);
log_message('debug', "Service priority list: " . json_encode($priorityOrderOfService));
// Step 1: Filter only services present in current plan
$filtered = array_filter($priorityOrderOfService, function ($item) use ($planServices) {
return in_array($item['service_id'], $planServices);
});
// Step 2: Sort by priority
usort($filtered, function ($a, $b) {
return $a['priority'] <=> $b['priority'];
});
$topPriorityService = reset($filtered);
if (!$topPriorityService) {
log_message('error', "No matching service found for plan_id: {$plan_id}");
return false;
}
log_message('info', "Top priority service identified: " . json_encode($topPriorityService));
$policyServiceDetails = $policyDetailsModel
->where('policy_id', $policyId)
->where('service_id', $topPriorityService['service_id'])
->where('is_active', 1)
->first();
if (!$policyServiceDetails) {
log_message('error', "Policy service details not found for service_id: {$topPriorityService['service_id']}, policy_id: {$policyId}");
return false;
}
// dd($policyServiceDetails);
$isExceptional = $planData['exceptional_plan_reason'] !== null && $planData['exceptional_plan_reason'] !== '';
// dd($isExceptional);
if ($isExceptional) {
$policyA1Action = $policyServiceDetails['a1_exceptional_action'];
$policyA2Action = $policyServiceDetails['a2_exceptional_action'];
$policyA3Action = $policyServiceDetails['a3_exceptional_action'];
$policyA4Action = $policyServiceDetails['a4_exceptional_action'];
$policyParallelAction = $policyServiceDetails['exceptional_parallel_process_from'];
} else if ($is_data_edited) {
$policyA1Action = $policyServiceDetails['a1_amendment_action'];
$policyA2Action = $policyServiceDetails['a2_amendment_action'];
$policyA3Action = $policyServiceDetails['a3_amendment_action'];
$policyA4Action = $policyServiceDetails['a4_amendment_action'];
$policyParallelAction = $policyServiceDetails['amendment_parallel_process_from'];
} else {
$policyA1Action = $policyServiceDetails['a1_action'];
$policyA2Action = $policyServiceDetails['a2_action'];
$policyA3Action = $policyServiceDetails['a3_action'];
$policyA4Action = 'None';
$policyParallelAction = $policyServiceDetails['parallel_process_from'];
}
$data = [
'plan_id' => $plan_id,
'service_id' => $topPriorityService['service_id'],
'a1_id' => $a1Id,
'a1_action' => $policyA1Action,
'is_a1_action_done' => ($policyA1Action == 'None') ? 1 : 0,
'a2_id' => $a2Id,
'a2_action' => $policyA2Action,
'is_a2_action_done' => ($policyA2Action == 'None') ? 1 : 0,
'a3_id' => $a3Id,
'a3_action' => $policyA3Action,
'is_a3_action_done' => ($policyA3Action == 'None') ? 1 : 0,
'a4_id' => $a4Id,
'a4_action' => $policyA4Action,
'is_a4_action_done' => ($policyA4Action == 'None') ? 1 : 0,
'parallel_process_from' => $policyParallelAction
];
// dd($data);
if ($is_data_edited == false) {
log_message('info', "Creating new plan status for plan_id: {$plan_id}");
$planStatusModel->insert($data);
} else {
$oldStatusData = $planStatusModel->where('plan_id', $plan_id)->where('is_active', 1)->first();
if ($oldStatusData) {
if ($oldStatusData['service_id'] == $topPriorityService['service_id']) {
log_message('info', "No status update needed; service_id unchanged for plan_id: {$plan_id}");
} else {
log_message('info', "Updating plan status for edited plan_id: {$plan_id}. New service_id: {$topPriorityService['service_id']}, Old service_id: {$oldStatusData['service_id']}");
$planStatusModel->insert($data);
$planStatusModel->set(['is_active' => 0])
->where('plan_id', $plan_id)
->where('service_id', $oldStatusData['service_id'])
->update();
}
} else {
log_message('warning', "Old status data not found for edited plan_id: {$plan_id}");
$planStatusModel->insert($data);
}
}
log_message('info', "palnStatusHandler() completed for plan_id: {$plan_id}");
}
}
// if (!function_exists('palnStatusHandler')) {
// function palnStatusHandler($plan_id , $is_data_edited)
// {
// $planModel = new PlanModel();
// $planStatusModel = new PlanStatusModel();
// $userModel = new UserModel();
// $groupModel = new GroupModel();
// $policyModel = new PolicyModel();
// $policyDetailsModel = new PolicyDetailsModel();
// $planController = new PlanController();
// $planData = $planController->find($plan_id, 'internal');
// $planServices = [];
// if($planData)
// {
// if(count($planData['flight'])){ array_push($planServices,1); }
// if(count($planData['train'])){ array_push($planServices,2); }
// if(count($planData['bus'])){ array_push($planServices,3); }
// if(count($planData['taxi'])){ array_push($planServices,4); }
// if(count($planData['accomodation'])){ array_push($planServices,5); }
// if(count($planData['forex'])){ array_push($planServices,6); }
// if(count($planData['insurance'])){ array_push($planServices,7); }
// if(count($planData['visa'])){ array_push($planServices,8); }
// if(count($planData['miscellaneous'])){ array_push($planServices,9); }
// }
// echo '<pre>';
// print_r($planServices);
// // Fetch plan data
// if (!$planData) { return false; }
// $userId = $planData['user_id'] ?? $planData['traveller_id'];
// // Fetch user data
// $userData = $userModel->where('user_id', $userId)->first();
// if (!$userData) { return false; }
// $groupId = $userData['group_id'];
// $a1Id = $userData['first_approver'];
// $a2Id = $userData['second_approver'];
// $a3Id = $userData['third_approver'];
// // Fetch group data
// $groupData = $groupModel->where('group_id', $groupId)->first();
// if (!$groupData) { return false; }
// $policyId = ($planData['trip_type'] == 1) ? $groupData['domestic_policy_id'] : $groupData['international_policy_id'];
// // Fetch policy service data
// $policyData = $policyModel->where('policy_id', $policyId)->first();
// if (!$policyData) {return false; }
// $priorityOrderOfService = json_decode($policyData['services_ids'],true);
// if (is_array($priorityOrderOfService)) {
// foreach ($priorityOrderOfService as $key => &$value) {
// $value['priority'] = $key + 1;
// }
// unset($value); // always break reference after loop
// }
// echo '<pre>';
// print_r($priorityOrderOfService);
// // Step 1: Filter only services you currently have
// $filtered = array_filter($priorityOrderOfService, function($item) use ($planServices) {
// return in_array($item['service_id'], $planServices);
// });
// // Step 2: Sort by priority ascending
// usort($filtered, function($a, $b) {
// return $a['priority'] <=> $b['priority'];
// });
// // Step 3: Get the top priority service
// $topPriorityService = reset($filtered);
// echo '<pre>';
// print_r($topPriorityService); die;
// $policyServiceDetails = $policyDetailsModel->where('policy_id',$policyId)->where('service_id',$topPriorityService['service_id'])->where('is_active',1)->first();
// if (!$policyServiceDetails) { return false; }
// $policyA1Action = $policyServiceDetails['a1_action'];
// $policyA2Action = $policyServiceDetails['a2_action'];
// $policyA3Action = $policyServiceDetails['a3_action'];
// $policyParallelAction = $policyServiceDetails['parallel_process_from'];
// if($is_data_edited == false)//plan Creation
// {
// $data['plan_id'] = $plan_id;
// $data['service_id'] = $topPriorityService['service_id'];
// $data['a1_id'] = $a1Id;
// $data['a1_action'] = $policyA1Action;
// $data['a2_id'] = $a2Id;
// $data['a2_action'] = $policyA2Action;
// $data['a3_id'] = $a3Id;
// $data['a3_action'] = $policyA3Action;
// $data['parallel_process_from'] = $policyParallelAction;
// // Insert Status
// $planStatusModel->insert($data);
// }else{
// $oldStatusData = $planStatusModel->where('plan_id',$plan_id)->where('is_active', 1)->first();
// if($oldStatusData['service_id'] == $topPriorityService['service_id']){ // skip the process
// }else{ // insert new data
// //insert new service data
// $data['plan_id'] = $plan_id;
// $data['service_id'] = $topPriorityService['service_id'];
// $data['a1_id'] = $a1Id;
// $data['a1_action'] = $policyA1Action;
// $data['a2_id'] = $a2Id;
// $data['a2_action'] = $policyA2Action;
// $data['a3_id'] = $a3Id;
// $data['a3_action'] = $policyA3Action;
// $data['parallel_process_from'] = $policyParallelAction;
// // Insert Status
// $planStatusModel->insert($data);
// //update old service data is_active = 0
// $planStatusModel->set(['is_active'=>0])->where('plan_id',$plan_id)->where('service_id',$oldStatusData['service_id'])->update();
// }
// }
// }
// }
if (!function_exists('updatePlanStatus')) {
function updatePlanStatus($plan_id)
{
$planStatusModel = new PlanStatusModel();
$planModel = new PlanModel();
$a1 = $planStatusModel->where('plan_id',$plan_id)->where('a1_action','Approval')->where('is_active',1)->findAll();
$a1ApproveSum = 0;
$a1ApproveCount = 0;
if(count($a1))
{
$a1ApproveSum = array_sum(array_column($a1, 'is_a1_action_done'));
$a1ApproveCount = count($a1);
}
$a2 = $planStatusModel->where('plan_id',$plan_id)->where('a2_action','Approval')->where('is_active',1)->findAll();
$a2ApproveSum = 0;
$a2ApproveCount = 0;
if(count($a2))
{
$a2ApproveSum = array_sum(array_column($a2, 'is_a2_action_done'));
$a2ApproveCount = count($a2);
}
$a3 = $planStatusModel->where('plan_id',$plan_id)->where('a3_action','Approval')->where('is_active',1)->findAll();
$a3ApproveSum = 0;
$a3ApproveCount = 0;
if(count($a3))
{
$a3ApproveSum = array_sum(array_column($a3, 'is_a3_action_done'));
$a3ApproveCount = count($a3);
}
$a4 = $planStatusModel->where('plan_id',$plan_id)->where('a4_action','Approval')->where('is_active',1)->findAll();
$a4ApproveSum = 0;
$a4ApproveCount = 0;
if(count($a4))
{
$a4ApproveSum = array_sum(array_column($a4, 'is_a4_action_done'));
$a4ApproveCount = count($a4);
}
$count = ( $a1ApproveCount + $a2ApproveCount + $a3ApproveCount + $a4ApproveCount);
$sum = ( $a1ApproveSum + $a2ApproveSum + $a3ApproveSum + $a4ApproveSum);
if($count == $sum)
{
// Approved
$planModel->set(['status'=>3])->where('plan_id',$plan_id)->update();
}else if($count != $sum && $sum > 0)
{
//Partially Approved
$planModel->set(['status'=>2])->where('plan_id',$plan_id)->update();
}
return true;
}
}
if (!function_exists('getCurrentPlanStatus')) {
function getCurrentPlanStatus($plan_id)
{
$planStatusModel = new PlanStatusModel();
$userModel = new UserModel();
$currentStatus = [];
$a1 = $planStatusModel->where('plan_id',$plan_id)->where('a1_action','Approval')->where('is_active',1)->findAll();
if(count($a1))
{
$user1 = $userModel->where('user_id', $a1[0]['a1_action_done_by'])->first();
if(!$user1){
$user1 = $userModel->where('user_id', $a1[0]['a1_id'])->first();
}
$hasRejectReason = !empty(array_filter($a1, fn($row) => !empty($row['a1_reject_reason'])));
if($user1)
{
$userId = $user1['user_id'];
$a1ApproveSum = array_sum(array_column($a1, 'is_a1_action_done'));
$a1ApproveCount = count($a1);
$a1Status['a1_id'] = $userId;
if($a1ApproveSum == $a1ApproveCount)
{
$a1Status['a1_status'] = 'Plan approved by '.$user1['first_name'].' '.$user1['last_name'];
}else if($hasRejectReason){
$a1Status['a1_status'] = 'Plan rejected by '.$user1['first_name'].' '.$user1['last_name'].', Reason-'.$a1[0]['a1_reject_reason'];
}else{
$a1Status['a1_status'] = 'Plan approval pending from '.$user1['first_name'].' '.$user1['last_name'];
}
array_push($currentStatus,$a1Status);
}
}
$a2 = $planStatusModel->where('plan_id',$plan_id)->where('a2_action','Approval')->where('is_active',1)->findAll();
if(count($a2))
{
$user2 = $userModel->where('user_id', $a2[0]['a2_action_done_by'])->first();
if(!$user2){
$user2 = $userModel->where('user_id', $a2[0]['a2_id'])->first();
}
$hasRejectReason = !empty(array_filter($a2, fn($row) => !empty($row['a2_reject_reason'])));
if($user2)
{
$userId = $user2['user_id'];
$a2ApproveSum = array_sum(array_column($a2, 'is_a2_action_done'));
$a2ApproveCount = count($a2);
$a2Status['a2_id'] = $userId;
if($a2ApproveSum == $a2ApproveCount)
{
$a2Status['a2_status'] = 'Plan approved by '.$user2['first_name'].' '.$user2['last_name'];
}else if($hasRejectReason){
$a2Status['a2_status'] = 'Plan rejected by '.$user2['first_name'].' '.$user2['last_name'].', Reason-'.$a2[0]['a2_reject_reason'];
}else{
$a2Status['a2_status'] = 'Plan approval pending from '.$user2['first_name'].' '.$user2['last_name'];
}
array_push($currentStatus,$a2Status);
}
}
$a3 = $planStatusModel->where('plan_id',$plan_id)->where('a3_action','Approval')->where('is_active',1)->findAll();
if(count($a3))
{
$user3 = $userModel->where('user_id', $a3[0]['a3_action_done_by'])->first();
if(!$user3){
$user3 = $userModel->where('user_id', $a3[0]['a3_id'])->first();
}
$hasRejectReason = !empty(array_filter($a3, fn($row) => !empty($row['a3_reject_reason'])));
if($user3)
{
$userId = $user3['user_id'];
$a3ApproveSum = array_sum(array_column($a3, 'is_a3_action_done'));
$a3ApproveCount = count($a3);
$a3Status['a3_id'] = $userId;
if($a3ApproveSum == $a3ApproveCount)
{
$a3Status['a3_status'] = 'Plan approved by '.$user3['first_name'].' '.$user3['last_name'];
}else if($hasRejectReason){
$a3Status['a3_status'] = 'Plan rejected by '.$user3['first_name'].' '.$user3['last_name'].', Reason-'.$a3[0]['a3_reject_reason'];
}else{
$a3Status['a3_status'] = 'Plan approval pending from '.$user3['first_name'].' '.$user3['last_name'];
}
array_push($currentStatus,$a3Status);
}
}
$a4 = $planStatusModel->where('plan_id',$plan_id)->where('a4_action','Approval')->where('is_active',1)->findAll();
if(count($a4))
{
$user4 = $userModel->where('user_id', $a4[0]['a4_action_done_by'])->first();
if(!$user4){
$user4 = $userModel->where('user_id', $a4[0]['a4_id'])->first();
}
$hasRejectReason = !empty(array_filter($a4, fn($row) => !empty($row['a4_reject_reason'])));
if($user4)
{
$userId = $user4['user_id'];
$a4ApproveSum = array_sum(array_column($a4, 'is_a4_action_done'));
$a4ApproveCount = count($a4);
$a4Status['a4_id'] = $userId;
if($a4ApproveSum == $a4ApproveCount)
{
$a4Status['a4_status'] = 'Plan approved by '.$user4['first_name'].' '.$user4['last_name'];
}else if($hasRejectReason){
$a4Status['a4_status'] = 'Plan rejected by '.$user4['first_name'].' '.$user4['last_name'].', Reason-'.$a4[0]['a4_reject_reason'];
}else{
$a4Status['a4_status'] = 'Plan approval pending from '.$user4['first_name'].' '.$user4['last_name'];
}
array_push($currentStatus,$a4Status);
}
}
return $currentStatus;
}
}
if (!function_exists('getPlanApproverAction')) {
// initially written code without parallel , sequential
// function getPlanApproverAction($plan_id , )
// {
// $planStatusModel = new PlanStatusModel();
// $userModel = new UserModel();
// $result['approver_data'] = [];
// $serviceIds = [];
// $a1 = $planStatusModel->where('plan_id',$plan_id)->whereIn('a1_action',['Approval','Notification'])->where('is_active',1)->findAll();
// if(count($a1))
// {
// $serviceId = array_column($a1, 'service_id');
// $serviceIds = array_merge($serviceIds, $serviceId);
// $user = $userModel->where('user_id', $a1[0]['a1_id'])->first();
// if($user)
// {
// $approvalCount = 0;
// $notificationCount = 0;
// foreach ($a1 as $item) {
// if ($item['a1_action'] === 'Approval') {
// $approvalCount++;
// } elseif ($item['a1_action'] === 'Notification') {
// $notificationCount++;
// }
// }
// if($approvalCount != 0)
// {
// array_push($result['approver_data'] , ['approver'=>1, 'user_id'=>$a1[0]['a1_id'], 'email'=> $user['email'], 'action'=>'Approval', 'is_action_done'=>$a1[0]['is_a1_action_done']] );
// }else if($notificationCount != 0){
// array_push($result['approver_data'] , ['approver'=>1, 'user_id'=>$a1[0]['a1_id'], 'email'=> $user['email'], 'action'=>'Notification', 'is_action_done'=>$a1[0]['is_a1_action_done']] );
// }
// }
// }
// $a2 = $planStatusModel->where('plan_id',$plan_id)->whereIn('a2_action',['Approval','Notification'])->where('is_active',1)->findAll();
// if(count($a2))
// {
// $serviceId = array_column($a2, 'service_id');
// $serviceIds = array_merge($serviceIds, $serviceId);
// $user = $userModel->where('user_id', $a1[0]['a2_id'])->first();
// if($user)
// {
// $approvalCount = 0;
// $notificationCount = 0;
// foreach ($a1 as $item) {
// if ($item['a2_action'] === 'Approval') {
// $approvalCount++;
// } elseif ($item['a2_action'] === 'Notification') {
// $notificationCount++;
// }
// }
// if($approvalCount != 0)
// {
// array_push($result['approver_data'] , ['approver'=>2, 'user_id'=>$a1[0]['a2_id'], 'email'=> $user['email'], 'action'=>'Approval', 'is_action_done'=>$a2[0]['is_a2_action_done']] );
// }else if($notificationCount != 0){
// array_push($result['approver_data'] , ['approver'=>2, 'user_id'=>$a1[0]['a2_id'], 'email'=> $user['email'], 'action'=>'Notification', 'is_action_done'=>$a2[0]['is_a2_action_done']] );
// }
// }
// }
// $a3 = $planStatusModel->where('plan_id',$plan_id)->whereIn('a3_action',['Approval','Notification'])->where('is_active',1)->findAll();
// if(count($a3))
// {
// $serviceId = array_column($a3, 'service_id');
// $serviceIds = array_merge($serviceIds, $serviceId);
// $user = $userModel->where('user_id', $a1[0]['a3_id'])->first();
// if($user)
// {
// $approvalCount = 0;
// $notificationCount = 0;
// foreach ($a1 as $item) {
// if ($item['a3_action'] === 'Approval') {
// $approvalCount++;
// } elseif ($item['a3_action'] === 'Notification') {
// $notificationCount++;
// }
// }
// if($approvalCount != 0)
// {
// array_push($result['approver_data'] , ['approver'=>3, 'user_id'=>$a1[0]['a3_id'], 'email'=> $user['email'], 'action'=>'Approval', 'is_action_done'=>$a3[0]['is_a3_action_done']] );
// }else if($notificationCount != 0){
// array_push($result['approver_data'] , ['approver'=>3, 'user_id'=>$a1[0]['a3_id'], 'email'=> $user['email'], 'action'=>'Notification', 'is_action_done'=>$a3[0]['is_a3_action_done']] );
// }
// }
// }
// $statusData = $planStatusModel->where('plan_id',$plan_id)->where('is_active',1)->first();
// $result['parallel_process_from'] = $statusData['parallel_process_from'];
// return $result;
// }
// 3 level of parallel , sequential
// function getPlanApproverAction($plan_id)
// {
// $planStatusModel = new PlanStatusModel();
// $userModel = new UserModel();
// $result = ['approver_data' => []];
// $serviceIds = [];
// // A1, A2, A3 - handle all same way
// $approverAction = [
// ['key' => 'a1', 'approver' => 1],
// ['key' => 'a2', 'approver' => 2],
// ['key' => 'a3', 'approver' => 3],
// ];
// foreach ($approverAction as $stage) {
// $field = $stage['key'];
// $approverNumber = $stage['approver'];
// $actionField = "{$field}_action";
// $idField = "{$field}_id";
// $doneField = "is_{$field}_action_done";
// $record = $planStatusModel->where('plan_id', $plan_id)
// ->whereIn($actionField, ['Approval', 'Notification', 'None'])
// ->where('is_active', 1)
// ->first();
// if ($record) {
// $user = $userModel->where('user_id', $record[$idField])->first();
// if ($user) {
// $result['approver_data'][] = [
// 'approver' => $approverNumber,
// 'user_id' => $record[$idField],
// 'email' => $user['email'],
// 'action' => $record[$actionField],
// 'is_action_done' => $record[$doneField],
// 'where_key' => $idField,
// 'action_key' => $actionField,
// 'action_done_key' => $doneField,
// ];
// }
// }
// }
// // Get parallel process value
// $statusData = $planStatusModel->where('plan_id', $plan_id)->where('is_active', 1)->first();
// $result['parallel_process_from'] = $statusData['parallel_process_from'] ?? null;
// $parallelFrom = (int) $result['parallel_process_from'];
// foreach ($result['approver_data'] as $key => &$approver) {
// $approver['status'] = 'pending'; // default
// if ($parallelFrom === 1) {
// // All parallel
// $approver['status'] = 'active';
// } elseif ($parallelFrom === 2) {
// if ($approver['approver'] === 1) {
// $approver['status'] = 'active';
// } elseif (in_array($approver['approver'], [2, 3])) {
// // Check if approver 1 is done
// $a1Done = false;
// foreach ($result['approver_data'] as $a) {
// if ($a['approver'] === 1 && $a['is_action_done']) {
// $a1Done = true;
// break;
// }
// }
// $approver['status'] = $a1Done ? 'active' : 'waiting';
// }
// } elseif ($parallelFrom === 3) {
// // Sequential: 1 -> 2 -> 3
// $a1Done = false;
// $a2Done = false;
// foreach ($result['approver_data'] as $a) {
// if ($a['approver'] === 1 && $a['is_action_done']) $a1Done = true;
// if ($a['approver'] === 2 && $a['is_action_done']) $a2Done = true;
// }
// if ($approver['approver'] === 1) {
// $approver['status'] = 'active';
// } elseif ($approver['approver'] === 2) {
// $approver['status'] = $a1Done ? 'active' : 'waiting';
// } elseif ($approver['approver'] === 3) {
// $approver['status'] = ($a1Done && $a2Done) ? 'active' : 'waiting';
// }
// }
// }
// unset($approver); // best practice when using & reference in foreach
// return $result;
// }
// latest 4 level of parallel , sequential
function getPlanApproverAction($plan_id)
{
$planStatusModel = new PlanStatusModel();
$userModel = new UserModel();
$result = ['approver_data' => []];
$approverAction = [
['key' => 'a1', 'approver' => 1],
['key' => 'a2', 'approver' => 2],
['key' => 'a3', 'approver' => 3],
['key' => 'a4', 'approver' => 4],
];
foreach ($approverAction as $stage) {
$field = $stage['key'];
$approverNumber = $stage['approver'];
$actionField = "{$field}_action";
$idField = "{$field}_id";
$doneField = "is_{$field}_action_done";
$mailField = "is_{$field}_mail_send";
$record = $planStatusModel->where('plan_id', $plan_id)
->whereIn($actionField, ['Approval', 'Notification', 'None'])
->where('is_active', 1)
->first();
if ($record) {
$user = $userModel->where('user_id', $record[$idField])->first();
if ($user) {
$result['approver_data'][] = [
'approver' => $approverNumber,
'user_id' => $record[$idField],
'email' => $user['email'],
'action' => $record[$actionField],
'is_action_done' => $record[$doneField],
'where_key' => $idField,
'action_key' => $actionField,
'action_done_key' => $doneField,
'mail_send_key' => $mailField,
'is_mail_send' => $record[$mailField],
];
}
}
}
$statusData = $planStatusModel->where('plan_id', $plan_id)->where('is_active', 1)->first();
$result['parallel_process_from'] = $statusData['parallel_process_from'] ?? null;
$parallelFrom = (int) $result['parallel_process_from'];
foreach ($result['approver_data'] as &$approver) {
$approver['status'] = 'pending'; // default
// Flags
$a1Done = $a2Done = $a3Done = false;
foreach ($result['approver_data'] as $a) {
if ($a['approver'] === 1 && $a['is_action_done']) $a1Done = true;
if ($a['approver'] === 2 && $a['is_action_done']) $a2Done = true;
if ($a['approver'] === 3 && $a['is_action_done']) $a3Done = true;
}
if ($parallelFrom === 1) {
// All approvers active
$approver['status'] = 'active';
} elseif ($parallelFrom === 2) {
if ($approver['approver'] === 1) {
$approver['status'] = 'active';
} elseif (in_array($approver['approver'], [2, 3, 4])) {
$approver['status'] = $a1Done ? 'active' : 'waiting';
}
} elseif ($parallelFrom === 3) {
if ($approver['approver'] === 1) {
$approver['status'] = 'active';
} elseif ($approver['approver'] === 2) {
$approver['status'] = $a1Done ? 'active' : 'waiting';
} elseif (in_array($approver['approver'], [3, 4])) {
$approver['status'] = ($a1Done && $a2Done) ? 'active' : 'waiting';
}
} elseif ($parallelFrom === 4) {
if ($approver['approver'] === 1) {
$approver['status'] = 'active';
} elseif ($approver['approver'] === 2) {
$approver['status'] = $a1Done ? 'active' : 'waiting';
} elseif ($approver['approver'] === 3) {
$approver['status'] = ($a1Done && $a2Done) ? 'active' : 'waiting';
} elseif ($approver['approver'] === 4) {
$approver['status'] = ($a1Done && $a2Done && $a3Done) ? 'active' : 'waiting';
}
} else {
$approver['status'] = 'pending'; // fallback
}
}
unset($approver); // clean reference
return $result;
}
}
if (!function_exists('getApproverCurrentAction')) {
function getApproverCurrentAction($plan_id,$user_id)
{
$planStatusModel = new PlanStatusModel();
$userModel = new UserModel();
$a1 = $planStatusModel->where('plan_id',$plan_id)->where('a1_id',$user_id)->where('a1_action','Approval')->where('is_active',1)->findAll();
if(count($a1))
{
$hasRejectReason = !empty(array_filter($a1, fn($row) => !empty($row['a1_reject_reason'])));
$a1ApproveSum = array_sum(array_column($a1, 'is_a1_action_done'));
$a1ApproveCount = count($a1);
if($a1ApproveSum == $a1ApproveCount)
{
return 'Approved';
}else if($hasRejectReason){
return 'Rejected';
}else{
return 'Approval pending';
}
}
$a2 = $planStatusModel->where('plan_id',$plan_id)->where('a2_id',$user_id)->where('a2_action','Approval')->where('is_active',1)->findAll();
if(count($a2))
{
$hasRejectReason = !empty(array_filter($a2, fn($row) => !empty($row['a2_reject_reason'])));
$a2ApproveSum = array_sum(array_column($a2, 'is_a2_action_done'));
$a2ApproveCount = count($a2);
if($a2ApproveSum == $a2ApproveCount)
{
return 'Approved';
}else if($hasRejectReason){
return 'Rejected';
}else{
return 'Approval pending';
}
}
$a3 = $planStatusModel->where('plan_id',$plan_id)->where('a3_id',$user_id)->where('a3_action','Approval')->where('is_active',1)->findAll();
if(count($a3))
{
$hasRejectReason = !empty(array_filter($a3, fn($row) => !empty($row['a3_reject_reason'])));
$a3ApproveSum = array_sum(array_column($a3, 'is_a3_action_done'));
$a3ApproveCount = count($a3);
if($a3ApproveSum == $a3ApproveCount)
{
return 'Approved';
}else if($hasRejectReason){
return 'Rejected';
}else{
return 'Approval pending';
}
}
$a4 = $planStatusModel->where('plan_id',$plan_id)->where('a4_id',$user_id)->where('a4_action','Approval')->where('is_active',1)->findAll();
if(count($a4))
{
$hasRejectReason = !empty(array_filter($a4, fn($row) => !empty($row['a4_reject_reason'])));
$a4ApproveSum = array_sum(array_column($a4, 'is_a4_action_done'));
$a4ApproveCount = count($a4);
if($a4ApproveSum == $a4ApproveCount)
{
return 'Approved';
}else if($hasRejectReason){
return 'Rejected';
}else{
return 'Approval pending';
}
}
}
}

42
app/Models/ClaimModel.php Normal file
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<?php
namespace App\Models;
use CodeIgniter\Model;
class ClaimModel extends Model
{
protected $table = 'ticket_master';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'ticket_type_id',
'claim_status_id',
'insurer_id',
'client_id',
'client_policy_id',
'policy_no',
'emp_name',
'insured_name',
'emp_mobile',
'emp_mail',
'emp_personal_mail',
'claim_type',
'created_by',
'updated_by',
'manager_id',
'agent_id',
'vehicle_id',
'claim_description',
'is_active',
];
// Auto timestamps
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
}

39
app/Models/EndorsementModel.php Normal file
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<?php
namespace App\Models;
use CodeIgniter\Model;
class EndorsementModel extends Model
{
protected $table = 'endorsement';
protected $primaryKey = 'id';
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'client_id',
'client_policy_id',
'insurer_id',
'tpa_id',
'file_id',
'endorsement_no',
'endorsement_type',
'created_at',
'updated_by',
'updated_at',
'is_active',
'created_by'
];
// Auto timestamps
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
protected $deletedField = '';
// Validation rules
protected $validationRules = [];
protected $validationMessages = [];
protected $skipValidation = false;
}