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GWM : partner claims

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This commit is contained in:
Gowtham M 2026-05-22 12:42:28 +05:30
parent eded43bb79
commit 92b94775eb
4 changed files with 449 additions and 145 deletions
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2
app/Config/Routes.php
View File

@ -146,8 +146,10 @@ $routes->group('api', ['filter' => ["jwtAuth:1,2,3,4,agent","appSignature"] ], f
$routes->get('policy/commissionPayoutReport', 'PolicyController::commissionPayoutReport');
$routes->get('policy/commissionPayoutReportExport', 'PolicyController::commissionPayoutReportExport');
//claims
$routes->get('claim/claimStatusList', 'ClaimController::claimStatusList');
$routes->get('claim/ClaimList', 'ClaimController::ClaimList');
$routes->post('claim/createClaim', 'ClaimController::createClaim');
$routes->post('claim/updateClaim', 'ClaimController::updateClaim');
//endorsement
$routes->get('endorsement/endorsementList', 'EndorsementController::endorsementList');

535
app/Controllers/ClaimController.php
View File

@ -3,6 +3,7 @@
namespace App\Controllers;
use App\Models\ClaimModel;
use App\Models\ClaimFilesModel;
use App\Models\PolicyModel;
use App\Models\EnquiryModel;
use App\Models\QuotationModel;
@ -13,188 +14,458 @@ class ClaimController extends ResourceController
{
protected $db;
protected $ClaimModel;
protected $ClaimFilesModel;
protected $PolicyModel;
protected $QuotationModel;
protected $EnquiryModel;
protected $ClaimStatusModel;
private const CLAIM_UPLOAD_DIR = 'uploads/claims/';
private const CLAIM_TICKET_TYPE = 8;
public function __construct()
{
$this->db = db_connect();
$this->ClaimModel = new ClaimModel();
$this->ClaimFilesModel = new ClaimFilesModel();
$this->PolicyModel = new PolicyModel();
$this->QuotationModel = new QuotationModel();
$this->EnquiryModel = new EnquiryModel();
$this->ClaimStatusModel = new ClaimStatusModel();
}
// Get all tickets
public function ClaimList()
public function claimStatusList()
{
try {
$data = $this->ClaimStatusModel
->select('id, claim_status, allowed_status, ticket_type, trigger_type')
->where('ticket_type', self::CLAIM_TICKET_TYPE)
->where('is_active', 1)
->orderBy('id', 'ASC')
->findAll();
$id = $this->request->getGet('id'); // claim id
$manager_id = $this->request->getGet('manager_id');
$agent_id = $this->request->getGet('agent_id');
$policy_number = $this->request->getGet('policy_number');
$claim_type_id = $this->request->getGet('claim_type_id'); // partner_claim_type_master.id
$claim_status_id = $this->request->getGet('claim_status_id'); // ticket_claim_status.id
$insurer_id = $this->request->getGet('insurer_id'); // insurers.id
$from_date = $this->request->getGet('from_date');
$to_date = $this->request->getGet('to_date');
$builder = $this->db->table('ticket_master tm')
->select('tm.*,
i.name as insurer_name,
i.short_name as insurer_short_name,
c.client_name, c.phone as client_phone, c.email as client_email,
pct.claim_type as claim_type_value,
pa.name as agent_name,
tcs.claim_status as claim_status_value,
pp.start_date as policy_start_date , pp.end_date as policy_end_date,
v.vehicle_no as reg_no')
->join('insurers i', 'i.id = tm.insurer_id', 'left')
->join('clients c', 'c.id = tm.client_id', 'left')
->join('partner_claim_type_master pct', 'pct.id = tm.claim_type', 'left')
->join('partner_agent pa', 'pa.id = tm.agent_id', 'left')
->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.ticket_type = 8', 'left')
->join('partner_policy pp', 'pp.policy_number = tm.policy_no', 'left')
->join('vehicle v', 'v.id = tm.vehicle_id', 'left')
->where('tm.ticket_type_id', 8);
// If ID is provided, fetch single record
if (!empty($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', $agent_id);
}
if (!empty($policy_number)) {
$builder->where('tm.policy_no', $policy_number);
}
if (!empty($claim_type_id)) {
$builder->where('tm.claim_type', $claim_type_id);
}
if (!empty($claim_status_id)) {
$builder->where('tm.claim_status_id', $claim_status_id);
}
if (!empty($insurer_id)) {
$builder->where('tm.insurer_id', $insurer_id);
}
if (!empty($from_date) && !empty($to_date)) {
$builder->where('tm.created_at >=', $from_date . ' 00:00:00')
->where('tm.created_at <=', $to_date . ' 23:59:59');
}
$data = $builder->get()->getResultArray();
foreach ($data as $key => $row) {
$data[$key]['created_at'] = date('d-m-Y h:i A', strtotime($row['created_at']));
$data[$key]['updated_at'] = date('d-m-Y h:i A', strtotime($row['updated_at']));
}
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $data], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
public function ClaimList()
{
try {
$id = $this->request->getGet('id');
$manager_id = $this->request->getGet('manager_id');
$agent_id = $this->request->getGet('agent_id');
$policy_number = $this->request->getGet('policy_number');
$claim_type_id = $this->request->getGet('claim_type_id');
$claim_status_id = $this->request->getGet('claim_status_id');
$insurer_id = $this->request->getGet('insurer_id');
$from_date = $this->request->getGet('from_date');
$to_date = $this->request->getGet('to_date');
$builder = $this->db->table('partner_claims pc')
->select('pc.*,
i.name as insurer_name,
i.short_name as insurer_short_name,
pct.claim_type as claim_type_value,
pa.name as agent_name,
tcs.claim_status as claim_status_value,
pp.start_date as policy_start_date,
pp.end_date as policy_end_date,
v.vehicle_no as reg_no')
->join('insurers i', 'i.id = pc.insurer_id', 'left')
->join('partner_claim_type_master pct', 'pct.id = pc.claim_type', 'left')
->join('partner_agent pa', 'pa.id = pc.agent_id', 'left')
->join('ticket_claim_status tcs', 'tcs.id = pc.claim_status_id AND tcs.ticket_type = ' . self::CLAIM_TICKET_TYPE, 'left')
->join('partner_policy pp', 'pp.id = pc.policy_id', 'left')
->join('vehicle v', 'v.id = pp.vehicle_id', 'left')
->where('pc.is_active', 1);
if (!empty($id)) {
$builder->where('pc.id', $id);
$claim = $builder->get()->getRowArray();
if (!$claim) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'Not Found'], 404);
}
$claim = $this->formatClaimRow($claim);
$claim['files'] = $this->getClaimFiles((int) $claim['id']);
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $claim], 200);
}
if (!empty($manager_id)) {
$builder->where('pc.manager_id', $manager_id);
}
if (!empty($agent_id)) {
$builder->where('pc.agent_id', $agent_id);
}
if (!empty($policy_number)) {
$builder->where('pc.policy_no', $policy_number);
}
if (!empty($claim_type_id)) {
$builder->where('pc.claim_type', $claim_type_id);
}
if (!empty($claim_status_id)) {
$builder->where('pc.claim_status_id', $claim_status_id);
}
if (!empty($insurer_id)) {
$builder->where('pc.insurer_id', $insurer_id);
}
if (!empty($from_date) && !empty($to_date)) {
$builder->where('pc.created_at >=', $from_date . ' 00:00:00')
->where('pc.created_at <=', $to_date . ' 23:59:59');
}
$data = $builder->orderBy('pc.id', 'DESC')->get()->getResultArray();
$filesByClaim = $this->getClaimFilesGrouped(array_column($data, 'id'));
foreach ($data as $key => $row) {
$data[$key] = $this->formatClaimRow($row);
$data[$key]['files'] = $filesByClaim[$row['id']] ?? [];
}
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 = $this->request->getPost();
// Validate required fields
if (empty($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 = $this->PolicyModel->select('partner_policy.*,Q.insurer_id,Q.insurer_branch_id,E.name as client_name,E.mobile as client_mobile,E.email as client_email,E.reg_no')
->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id AND Q.status = "Accepted"', 'left')
->join('partner_enquiry E', 'E.id = partner_policy.enquiry_id', 'left')
->where('partner_policy.policy_number',$reqData['policy_number'])
->first();
if (empty($policy)) {
if (empty($reqData['policy_number']) || empty($reqData['claim_description']) || empty($reqData['claim_type'])) {
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'Policy not found'
], 200);
'code' => 400,
'data' => 'policy_number, claim_description and claim_type are required',
], 400);
}
$uploadFile = $this->request->getFile('claim_file_name');
$uploadedFileName = null;
$policy = $this->PolicyModel
->select('partner_policy.*, Q.insurer_id, E.mobile as client_mobile, E.email as client_email')
->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id AND Q.status = "Accepted"', 'left')
->join('partner_enquiry E', 'E.id = partner_policy.enquiry_id', 'left')
->where('partner_policy.policy_number', $reqData['policy_number'])
->first();
if ($uploadFile && $uploadFile->isValid()) {
$uploadPath = WRITEPATH . 'uploads/claims/';
if (!is_dir($uploadPath)) {
mkdir($uploadPath, 0777, true);
}
$uploadedFileName = time() . '_' . $uploadFile->getRandomName();
$uploadFile->move($uploadPath, $uploadedFileName);
if (empty($policy)) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'Policy not found'], 404);
}
$status = $this->ClaimStatusModel
->where('ticket_type', self::CLAIM_TICKET_TYPE)
->where('is_active', 1)
->orderBy('id', 'ASC')
->first();
$status = $this->ClaimStatusModel->where('ticket_type', 8)->first();
if (empty($status)) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'Default claim status not found'], 404);
}
// Prepare claim data for ticket_master
$claimData = [
'ticket_type_id' => 8,
'claim_status_id' => $status['id'],
'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,
'claim_file_name' => $uploadedFileName,
'claim_status_id' => $reqData['claim_status_id'] ?? $status['id'],
'policy_id' => $policy['id'],
'policy_no' => $policy['policy_number'],
'insurer_id' => $policy['insurer_id'] ?? null,
'insured_name' => $reqData['insured_name'] ?? $policy['insured_name'] ?? null,
'mobile' => $reqData['mobile'] ?? $policy['client_mobile'] ?? null,
'mail' => $reqData['mail'] ?? $policy['client_email'] ?? null,
'manager_id' => $policy['manager_id'] ?? $reqData['manager_id'] ?? null,
'agent_id' => $policy['agent_id'] ?? $reqData['agent_id'] ?? null,
'claim_type' => $reqData['claim_type'],
'date_of_incident' => format_date_for_database($reqData['date_of_incident'] ?? null),
'place_of_incident' => $reqData['place_of_incident'] ?? null,
'claim_description' => $reqData['claim_description'],
'spot_surveyor_name' => $reqData['spot_surveyor_name'] ?? null,
'spot_surveyor_contact' => $reqData['spot_surveyor_contact'] ?? null,
'workshop_surveyor_name' => $reqData['workshop_surveyor_name'] ?? null,
'workshop_surveyor_contact'=> $reqData['workshop_surveyor_contact'] ?? null,
'is_active' => 1,
'created_by' => $reqData['created_by'] ?? null,
];
// Insert claim
$this->db->transStart();
if (!$this->ClaimModel->insert($claimData)) {
return $this->respond(['status' => 'failed','code' => 422,'data' => $this->ClaimModel->errors()], 422);
$this->db->transRollback();
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);
$claimId = (int) $this->ClaimModel->getInsertID();
$fileResult = $this->saveClaimFiles($claimId, $reqData['created_by'] ?? null);
if ($fileResult['attempted'] > 0 && empty($fileResult['saved'])) {
$this->db->transRollback();
return $this->respond([
'status' => 'failed',
'code' => 422,
'data' => !empty($fileResult['errors']) ? $fileResult['errors'] : 'Failed to upload claim files',
], 422);
}
if ($this->db->transStatus() === false) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => 'Failed to create claim'], 500);
}
$this->db->transComplete();
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => [
'claim_id' => $claimId,
'uploaded_files' => $fileResult['saved'],
'files' => $this->getClaimFiles($claimId),
],
], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed','code' => 500,'data' => $e->getMessage()], 500);
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
public function updateClaim()
{
try {
$claimId = $this->request->getPost('id');
if (empty($claimId)) {
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => 'id is required'], 400);
}
$reqData = $this->request->getPost();
$claim = $this->ClaimModel->where('is_active', 1)->find((int) $claimId);
if (!$claim) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'Claim not found'], 404);
}
$updateData = [];
$allowedUpdateFields = [
'claim_status_id',
'insurer_id',
'policy_id',
'policy_no',
'insured_name',
'mobile',
'mail',
'manager_id',
'agent_id',
'claim_type',
'place_of_incident',
'claim_description',
'spot_surveyor_name',
'spot_surveyor_contact',
'workshop_surveyor_name',
'workshop_surveyor_contact',
'is_active',
];
foreach ($allowedUpdateFields as $field) {
if (array_key_exists($field, $reqData)) {
$updateData[$field] = $reqData[$field];
}
}
if (array_key_exists('date_of_incident', $reqData)) {
$updateData['date_of_incident'] = format_date_for_database($reqData['date_of_incident']);
}
if (!empty($reqData['policy_number'])) {
$policy = $this->PolicyModel
->select('partner_policy.*, Q.insurer_id')
->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id', 'left')
->where('partner_policy.policy_number', $reqData['policy_number'])
->first();
if ($policy) {
$updateData['policy_id'] = $policy['id'];
$updateData['policy_no'] = $policy['policy_number'];
if (!array_key_exists('insurer_id', $updateData)) {
$updateData['insurer_id'] = $policy['insurer_id'] ?? null;
}
}
}
if (isset($reqData['updated_by'])) {
$updateData['updated_by'] = $reqData['updated_by'];
}
if (!empty($updateData) && !$this->ClaimModel->update((int) $claimId, $updateData)) {
return $this->respond(['status' => 'failed', 'code' => 422, 'data' => $this->ClaimModel->errors()], 422);
}
$fileResult = $this->saveClaimFiles((int) $claimId, $reqData['updated_by'] ?? $reqData['created_by'] ?? null);
if ($fileResult['attempted'] > 0 && empty($fileResult['saved'])) {
return $this->respond([
'status' => 'failed',
'code' => 422,
'data' => !empty($fileResult['errors']) ? $fileResult['errors'] : 'Failed to upload claim files',
], 422);
}
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => [
'claim_id' => (int) $claimId,
'uploaded_files' => $fileResult['saved'],
'files' => $this->getClaimFiles((int) $claimId),
],
], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
private function formatClaimRow(array $row): array
{
if (!empty($row['created_at'])) {
$row['created_at'] = date('d-m-Y h:i A', strtotime($row['created_at']));
}
if (!empty($row['updated_at'])) {
$row['updated_at'] = date('d-m-Y h:i A', strtotime($row['updated_at']));
}
if (!empty($row['date_of_incident']) && $row['date_of_incident'] !== '0000-00-00') {
$row['date_of_incident'] = date('d-m-Y', strtotime($row['date_of_incident']));
} else {
$row['date_of_incident'] = null;
}
$row['policy_start_date'] = (!empty($row['policy_start_date']) && $row['policy_start_date'] !== '0000-00-00')
? date('d-m-Y', strtotime($row['policy_start_date']))
: null;
$row['policy_end_date'] = (!empty($row['policy_end_date']) && $row['policy_end_date'] !== '0000-00-00')
? date('d-m-Y', strtotime($row['policy_end_date']))
: null;
return $row;
}
private function getClaimFiles(int $claimId): array
{
return $this->ClaimFilesModel
->where('claim_id', $claimId)
->where('is_active', 1)
->orderBy('id', 'ASC')
->findAll();
}
private function getClaimFilesGrouped(array $claimIds): array
{
$claimIds = array_values(array_filter(array_map('intval', $claimIds)));
if (empty($claimIds)) {
return [];
}
$files = $this->ClaimFilesModel
->whereIn('claim_id', $claimIds)
->where('is_active', 1)
->orderBy('id', 'ASC')
->findAll();
$grouped = [];
foreach ($files as $file) {
$grouped[$file['claim_id']][] = $file;
}
return $grouped;
}
/**
* Collect uploaded files from claim_files field (single or multiple).
*/
private function collectClaimUploadFiles(): array
{
$filesToProcess = [];
$multiple = $this->request->getFileMultiple('claim_files');
if (!empty($multiple)) {
foreach ($multiple as $uploadedFile) {
if ($this->isValidUploadFile($uploadedFile)) {
$filesToProcess[] = $uploadedFile;
}
}
return $filesToProcess;
}
$single = $this->request->getFile('claim_files');
if ($this->isValidUploadFile($single)) {
$filesToProcess[] = $single;
}
return $filesToProcess;
}
private function isValidUploadFile($uploadedFile): bool
{
return $uploadedFile
&& method_exists($uploadedFile, 'isValid')
&& $uploadedFile->isValid()
&& !$uploadedFile->hasMoved();
}
private function saveClaimFiles(int $claimId, $createdBy = null): array
{
$uploadPath = WRITEPATH . self::CLAIM_UPLOAD_DIR;
if (!is_dir($uploadPath)) {
mkdir($uploadPath, 0777, true);
}
$result = [
'saved' => [],
'errors' => [],
'attempted' => 0,
];
$filesToProcess = $this->collectClaimUploadFiles();
$result['attempted'] = count($filesToProcess);
foreach ($filesToProcess as $file) {
try {
$storedName = time() . '_' . $file->getRandomName();
if (!$file->move($uploadPath, $storedName)) {
$result['errors'][] = $file->getErrorString() ?: 'Unable to move uploaded file';
continue;
}
if (!$this->ClaimFilesModel->insert([
'claim_id' => $claimId,
'file_name' => $file->getClientName() ?: $storedName,
'file_path' => self::CLAIM_UPLOAD_DIR . $storedName,
'file_extension' => $file->getClientExtension(),
'file_mime_type' => $file->getClientMimeType(),
'is_active' => 1,
'created_by' => $createdBy,
])) {
if (is_file($uploadPath . $storedName)) {
unlink($uploadPath . $storedName);
}
$result['errors'][] = $this->ClaimFilesModel->errors() ?: 'Failed to save file record';
continue;
}
$result['saved'][] = $storedName;
} catch (\Exception $e) {
$result['errors'][] = $e->getMessage();
}
}
return $result;
}
}

31
app/Models/ClaimFilesModel.php Normal file
View File

@ -0,0 +1,31 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class ClaimFilesModel extends Model
{
protected $table = 'partner_claim_files';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'claim_id',
'file_name',
'file_path',
'file_extension',
'file_mime_type',
'is_active',
'created_by',
'updated_by',
];
// Auto timestamps
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
}

26
app/Models/ClaimModel.php
View File

@ -6,7 +6,7 @@ use CodeIgniter\Model;
class ClaimModel extends Model
{
protected $table = 'ticket_master';
protected $table = 'partner_claims';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
@ -14,26 +14,26 @@ class ClaimModel extends Model
protected $useSoftDeletes = false;
protected $allowedFields = [
'ticket_type_id',
'claim_status_id',
'insurer_id',
'client_id',
'client_policy_id',
'policy_id',
'policy_no',
'emp_name',
'insured_name',
'emp_mobile',
'emp_mail',
'emp_personal_mail',
'claim_type',
'created_by',
'updated_by',
'mobile',
'mail',
'manager_id',
'agent_id',
'vehicle_id',
'claim_type',
'date_of_incident',
'place_of_incident',
'claim_description',
'spot_surveyor_name',
'spot_surveyor_contact',
'workshop_surveyor_name',
'workshop_surveyor_contact',
'is_active',
'claim_file_name'
'created_by',
'updated_by',
];
// Auto timestamps