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GWM : BDS

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This commit is contained in:
Gowtham M 2025-09-06 12:15:29 +05:30
parent bf6df23798
commit c197a1c2ec
16 changed files with 943 additions and 496 deletions
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18
app/Config/Routes.php
View File

@ -34,6 +34,8 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
$routes->get('master/getRoleMaster', 'MasterController::getRoleMaster');
$routes->get('master/getVehicleTypeMaster', 'MasterController::getVehicleTypeMaster');
$routes->get('master/getInsurancePlanTypeMaster', 'MasterController::getInsurancePlanTypeMaster');
$routes->get('master/getClaimMaster', 'MasterController::getClaimMaster');
$routes->get('master/getEndorsementMaster', 'MasterController::getEndorsementMaster');
$routes->get('master/getInsurersMaster', 'MasterController::getInsurersMaster');
$routes->get('master/getStaffMaster', 'MasterController::getStaffMaster');
@ -66,6 +68,22 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
$routes->post('enquiry/updateEnquiry', 'EnquiryController::updateEnquiry');
$routes->get('enquiry/downloadEnquiryFile', 'EnquiryController::downloadEnquiryFile');
//Quotation
$routes->get('quotation/quotationList', 'QuotationController::quotationList');
$routes->get('quotation/findQuotation', 'QuotationController::findQuotation');
$routes->post('quotation/createQuotation', 'QuotationController::createQuotation');
$routes->post('quotation/updateQuotation', 'QuotationController::updateQuotation');
$routes->post('quotation/acceptOrRejectQuotation', 'QuotationController::acceptOrRejectQuotation');
$routes->get('quotation/downloadAdditionalUploadedFile', 'QuotationController::downloadAdditionalUploadedFile');
//policy
$routes->get('policy/policyList', 'PolicyController::policyList');
$routes->get('policy/findPolicy', 'PolicyController::findPolicy');
$routes->post('policy/createPolicy', 'PolicyController::createPolicy');
$routes->post('policy/updatePolicy', 'PolicyController::updatePolicy');
$routes->get('policy/downloadPolicyFile', 'PolicyController::downloadPolicyFile');
});

72
app/Controllers/EnquiryController.php
View File

@ -11,6 +11,7 @@ use App\Models\PolicyModel;
class EnquiryController extends ResourceController
{
protected $db;
protected $enquiryModel;
protected $AgentModel;
protected $QuotationModel;
@ -18,10 +19,12 @@ class EnquiryController extends ResourceController
public function __construct()
{
$this->db = db_connect();
$this->enquiryModel = new EnquiryModel();
$this->AgentModel = new AgentModel();
$this->enquiryModel = new QuotationModel();
$this->AgentModel = new PolicyModel();
$this->QuotationModel = new QuotationModel();
$this->PolicyModel = new PolicyModel();
}
// List all enquiries
@ -60,15 +63,42 @@ class EnquiryController extends ResourceController
$enquiry_id = $this->request->getGet('enquiry_id');
return $this->respond(['status' => 'success', 'code' => 200, 'data' => []], 200);
if (!$enquiry_id) {
return $this->respond(['status' => 'failed','code' => 400,'data' => 'enquiry_id is required'], 200);
}
//Get enquiry details
$enquiry = $this->enquiryModel->where('id', $enquiry_id)->where('is_active', 1)->first();
if (!$enquiry) {
return $this->respond(['status' => 'failed','code' => 404,'data' => 'Enquiry not found'], 200);
}
//Get related quotations
$quotations = $this->QuotationModel->where('enquiry_id', $enquiry_id)->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
//Get related policies
$policies = [];
if (!empty($quotations)) {
$quotationIds = array_column($quotations, 'id');
$policies = $this->PolicyModel->whereIn('quotation_id', $quotationIds)->where('is_active', 1)->findAll();
}
// Final response
$data = [
'enquiry' => $enquiry,
'quotations' => $quotations,
'policies' => $policies
];
return $this->respond(['status' => 'success','code' => 200,'data' => $data], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'error' => $e->getMessage()], 500);
return $this->respond(['status' => 'failed','code' => 500,'error' => $e->getMessage()], 500);
}
}
// CREATE enquiry
public function createEnquiry()
{
@ -108,11 +138,19 @@ class EnquiryController extends ResourceController
$previousPolicy->move($uploadPath, $previousPolicyFileName);
}
//get insurer_branch_id
$query = $this->db->query("SELECT id FROM insurer_branch WHERE insurer_id = ? LIMIT 1", [$data['insurer_id']]);
$insurerBranchresult = $query->getRowArray();
$insertData = [
'agent_id' => $data['agent_id'],
'name' => $data['name'],
'mobile' => $data['mobile'],
'email' => $data['email'],
'reg_no' => $data['reg_no'],
'vehicle_type_id' => $data['vehicle_type_id'],
'insurer_id' => $data['insurer_id'],
'insurer_branch_id' => $insurerBranchresult['id'] ?? null,
'rc_file_name' => $rcFileName,
'id_proof_file_name' => $idProofFileName,
'previous_policy_file_name' => $previousPolicyFileName,
@ -147,13 +185,21 @@ class EnquiryController extends ResourceController
return $this->respond(['status' => 'failed', 'code' => 200, 'error' => 'Data Not Found'], 200);
}
//get insurer_branch_id
$query = $this->db->query("SELECT id FROM insurer_branch WHERE insurer_id = ? LIMIT 1", [$data['insurer_id']]);
$insurerBranchresult = $query->getRowArray();
$updateData = [
'agent_id' => $data['agent_id'] ?? $enquiry['agent_id'],
'reg_no' => $data['reg_no'] ?? $enquiry['reg_no'],
'vehicle_type_id' => $data['vehicle_type_id'] ?? $enquiry['vehicle_type_id'],
'insurer_id' => $data['insurer_id'] ?? $enquiry['insurer_id'],
'remarks' => $data['remarks'] ?? $enquiry['remarks'],
'updated_by' => $data['updated_by'] ?? null,
'agent_id' => $data['agent_id'] ?? $enquiry['agent_id'],
'name' => $data['name'] ?? $enquiry['name'],
'mobile' => $data['mobile'] ?? $enquiry['mobile'],
'email' => $data['email'] ?? $enquiry['email'],
'reg_no' => $data['reg_no'] ?? $enquiry['reg_no'],
'vehicle_type_id' => $data['vehicle_type_id'] ?? $enquiry['vehicle_type_id'],
'insurer_id' => $data['insurer_id'] ?? $enquiry['insurer_id'],
'insurer_branch_id' => $insurerBranchresult['id'] ?? $enquiry['insurer_branch_id'],
'remarks' => $data['remarks'] ?? $enquiry['remarks'],
'updated_by' => $data['updated_by'] ?? null,
];
// File updates

28
app/Controllers/MasterController.php
View File

@ -6,6 +6,8 @@ use CodeIgniter\RESTful\ResourceController;
use App\Models\RoleMasterModel;
use App\Models\VehicleTypeMasterModel;
use App\Models\InsurancePlanTypeMasterModel;
use App\Models\ClaimTypeModel;
use App\Models\EndorsementTypeModel;
use App\Models\InsurersModel;
use App\Models\StaffModel;
@ -17,6 +19,8 @@ class MasterController extends ResourceController
protected $RoleMasterModel;
protected $VehicleTypeMasterModel;
protected $InsurancePlanTypeMasterModel;
protected $ClaimTypeModel;
protected $EndorsementTypeModel;
protected $InsurersModel;
protected $StaffModel;
@ -27,6 +31,8 @@ class MasterController extends ResourceController
$this->RoleMasterModel = new RoleMasterModel();
$this->VehicleTypeMasterModel = new VehicleTypeMasterModel();
$this->InsurancePlanTypeMasterModel = new InsurancePlanTypeMasterModel();
$this->ClaimTypeModel = new ClaimTypeModel();
$this->EndorsementTypeModel = new EndorsementTypeModel();
$this->InsurersModel = new InsurersModel();
$this->StaffModel = new StaffModel();
@ -72,6 +78,28 @@ class MasterController extends ResourceController
return $this->respond(['status' => 200,'message' => 'success','data' => $data]);
}
public function getClaimMaster()
{
$data = $this->ClaimTypeModel->select('id,claim_type')->where('is_active',1)->findAll();
if (!$data) {
return $this->failNotFound('No data found');
}
return $this->respond(['status' => 200,'message' => 'success','data' => $data]);
}
public function getEndorsementMaster()
{
$data = $this->EndorsementTypeModel->select('id,endorsement_type')->where('is_active',1)->findAll();
if (!$data) {
return $this->failNotFound('No data found');
}
return $this->respond(['status' => 200,'message' => 'success','data' => $data]);
}
public function getInsurersMaster()
{
$data = $this->InsurersModel->select('id,name')->where('is_active',1)->findAll();

102
app/Controllers/PolicyController.php
View File

@ -3,21 +3,30 @@
namespace App\Controllers;
use CodeIgniter\RESTful\ResourceController;
use App\Models\PolicyModel;
use App\Models\EnquiryModel;
use App\Models\QuotationModel;
class PolicyController extends ResourceController
{
protected $PolicyModel;
protected $QuotationModel;
protected $EnquiryModel;
public function __construct()
{
$this->PolicyModel = new PolicyModel();
$this->QuotationModel = new QuotationModel();
$this->EnquiryModel = new EnquiryModel();
}
// List policies
public function policyList()
{
try {
$data = $this->PolicyModel->findAll();
$manager_id = $this->request->getGet('manager_id');
$data = $this->PolicyModel ->where('manager_id',$manager_id)->findAll();
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $data], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
@ -31,6 +40,10 @@ class PolicyController extends ResourceController
$id = $this->request->getGet('id');
$record = $this->PolicyModel->find($id);
$record['issued_date'] = format_date_for_client($record['issued_date']);
$record['start_date'] = format_date_for_client($record['start_date']);
$record['end_date'] = format_date_for_client($record['end_date']);
if (!$record) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => []], 200);
}
@ -74,18 +87,51 @@ class PolicyController extends ResourceController
$policyReceipt->move($receiptPath, $receiptFileName);
}
//fetch enquiry_id & agent_id
$quotData = $this->QuotationModel->select('partner_quotation.*,E.agent_id')
->join('partner_enquiry E', 'E.id = partner_quotation.enquiry_id', 'left')
->where('partner_quotation.id',$data['quotation_id'])
->first();
$insertData = [
'enquiry_id' => $quotData['enquiry_id'],
'quotation_id' => $data['quotation_id'],
'insured_name' => $data['insured_name'],
'issued_date' => format_date_for_database($data['issued_date']),
'start_date' => format_date_for_database($data['start_date']),
'end_date' => format_date_for_database($data['end_date']),
'premium_amount' => $data['premium_amount'],
'policy_number' => $data['policy_number'],
'payment_mode' => $data['payment_mode'],
'manager_id' => $data['manager_id'],
'agent_id' => $quotData['agent_id'],
'policy_pdf_file_name' => $pdfFileName,
'policy_payment_receipt_file_name' => $receiptFileName,
'created_by' => $data['created_by'] ?? null
'created_by' => $data['created_by']
];
$this->PolicyModel->insert($insertData);
$policyId = $this->PolicyModel->getInsertID();
//update enquiry status
$quotationData = $this->QuotationModel->where('id',$data['quotation_id'])->first();
if (!empty($quotationData)){
$this->EnquiryModel->update($quotationData['enquiry_id'], ['status'=> 'Policy Created' ]);
}
// Call helper to create BDS record after creating client,clientPolicy,vehicle records
$policyData = $this->PolicyModel->select('partner_policy.*,E.insurer_id,E.insurer_branch_id,E.name as client_name,E.mobile as client_mobile,E.email as client_email,E.reg_no')
->join('partner_quotation Q', 'Q.id = partner_policy.quotation_id', 'left')
->join('partner_enquiry E', 'E.id = partner_policy.enquiry_id', 'left')
->where('partner_policy.id',$policyId)
->first();
$bdsLogs = createBDS($policyData, $policyId);
if (!empty($bdsLogs)) {
foreach ($bdsLogs as $msg) {
log_message('info', '[BDS Entry] ' . $msg);
}
}
return $this->respond(['status' => 'success', 'code' => 200, 'data' => []], 200);
@ -112,6 +158,9 @@ class PolicyController extends ResourceController
$updateData = [
'quotation_id' => $data['quotation_id'] ?? $policy['quotation_id'],
'insured_name' => $data['insured_name'] ?? $policy['insured_name'],
'issued_date' => format_date_for_database($data['issued_date']),
'start_date' => format_date_for_database($data['start_date']),
'end_date' => format_date_for_database($data['end_date']),
'premium_amount' => $data['premium_amount'] ?? $policy['premium_amount'],
'policy_number' => $data['policy_number'] ?? $policy['policy_number'],
'payment_mode' => $data['payment_mode'] ?? $policy['payment_mode'],
@ -153,27 +202,52 @@ class PolicyController extends ResourceController
}
}
// Active / Deactive policy
public function toggleActiveStatus()
// Download policy file
public function downloadPolicyFile()
{
try {
$id = $this->request->getPost('id');
if (!$id) {
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'ID Required'], 200);
$policyId = $this->request->getGet('policy_id');
$fileType = $this->request->getGet('file_type'); // policy_pdf , policy_payment_receipt
if (!$policyId || !$fileType) {
return $this->respond(['status' => 'failed','code' => 400,'data' => 'policy_id and file_type are required'], 200);
}
$policy = $this->PolicyModel->find($id);
if (!$policy) {
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'Data Not Found'], 200);
// Map file_type to DB column and folder
$fileMap = [
'policy_pdf' => ['column' => 'policy_pdf_file_name', 'folder' => 'policy_pdf'],
'policy_payment_receipt'=> ['column' => 'policy_payment_receipt_file_name', 'folder' => 'policy_payment_receipt'],
];
if (!array_key_exists($fileType, $fileMap)) {
return $this->respond(['status' => 'failed','code' => 400,'data' => 'Invalid file_type'], 200);
}
$newStatus = ($policy['is_active'] == 1) ? 0 : 1;
$this->PolicyModel->update($id, ['is_active' => $newStatus]);
$fileColumn = $fileMap[$fileType]['column'];
$folder = $fileMap[$fileType]['folder'];
return $this->respond(['status' => 'success', 'code' => 200, 'data' => ['is_active' => $newStatus]], 200);
// Fetch record from DB
$fileRecord = $this->PolicyModel->where('is_active', 1)->find($policyId);
if (!$fileRecord || empty($fileRecord[$fileColumn])) {
return $this->respond([ 'status' => 'failed','code' => 404,'data' => 'File not found in database'], 200);
}
$filePath = WRITEPATH . "uploads/policy/{$folder}/" . $fileRecord[$fileColumn];
if (!file_exists($filePath)) {
return $this->respond(['status' => 'failed','code' => 404,'data' => 'File missing on server'], 200);
}
// Force file download
return $this->response->download($filePath, null);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
return $this->respond(['status' => 'failed','code' => 500,'message' => $e->getMessage() ], 500);
}
}
}

83
app/Controllers/QuotationController.php
View File

@ -3,21 +3,31 @@
namespace App\Controllers;
use CodeIgniter\RESTful\ResourceController;
use App\Models\QuotationModel;
use App\Models\EnquiryModel;
class QuotationController extends ResourceController
{
protected $QuotationModel;
protected $EnquiryModel;
public function __construct()
{
$this->QuotationModel = new QuotationModel();
$this->EnquiryModel = new EnquiryModel();
}
// List quotations
public function quotationList()
{
try {
$data = $this->QuotationModel->findAll();
$manager_id = $this->request->getGet('manager_id');
$data = $this->QuotationModel->select('partner_quotation.* , IT.insurance_plan_type')
->join('partner_insurance_plan_type_master IT', 'IT.id = partner_quotation.insurance_plan_type_id', 'left')
->where('partner_quotation.manager_id',$manager_id)
->findAll();
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $data], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
@ -65,11 +75,16 @@ class QuotationController extends ResourceController
'premium_amount' => $data['premium_amount'],
'insurance_plan_type_id' => $data['insurance_plan_type_id'],
'additional_uploaded_file_name' => $uploadedFileName,
'created_by' => $data['created_by'] ?? null
'created_by' => $data['created_by'],
'manager_id' => $data['manager_id']
];
$this->QuotationModel->insert($insertData);
//update enquiry status
$enquiryData = $this->EnquiryModel->where('id',$data['enquiry_id'])->where('status','Awaiting Quotation')->first();
if (!empty($enquiryData)){ $this->EnquiryModel->update($data['enquiry_id'], ['status'=>'Quotation Created']); }
return $this->respond(['status' => 'success', 'code' => 200, 'data' => []], 200);
} catch (\Exception $e) {
@ -123,27 +138,77 @@ class QuotationController extends ResourceController
}
}
// Active / Deactive quotation
public function toggleActiveStatus()
// Quotation status update
public function acceptOrRejectQuotation()
{
try {
$id = $this->request->getPost('id');
if (!$id) {
$data = $this->request->getJSON(true);
if (!isset($data['id'])) {
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'ID Required'], 200);
}
$id = $data['id'];
$quotation = $this->QuotationModel->find($id);
if (!$quotation) {
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'Data Not Found'], 200);
}
$newStatus = ($quotation['is_active'] == 1) ? 0 : 1;
$this->QuotationModel->update($id, ['is_active' => $newStatus]);
$newStatus = $data['status'];
return $this->respond(['status' => 'success', 'code' => 200, 'data' => ['is_active' => $newStatus]], 200);
$this->QuotationModel->update($id, ['status' => $newStatus]);
//update enquiry status
$enquiryData = $this->EnquiryModel->where('id',$quotation['enquiry_id'])->where('status','Quotation Created')->first();
$enqStatus = 'Quotation '.$data['status'];
if (!empty($enquiryData)){
$this->EnquiryModel->update($data['enquiry_id'], ['status'=> $enqStatus]);
if( $newStatus == 'Accepted'){
$this->QuotationModel
->where('enquiry_id', $quotation['enquiry_id'])
->where('id !=', $id)
->set(['status' => 'Rejected', 'updated_on' => date('Y-m-d H:i:s')])
->update();
}
}
return $this->respond(['status' => 'success', 'code' => 200, 'data' => 'Updated Successfully'], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
// Download additional file
public function downloadAdditionalUploadedFile()
{
try {
$id = $this->request->getGet('id');
if (!$id) {
return $this->respond(['status' => 'failed', 'code' => 400, 'data' => 'ID is required'], 200);
}
// Fetch record from DB
$fileRecord = $this->QuotationModel->where('is_active',1)->find($id);
if (!$fileRecord) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'File not found'], 200);
}
$filePath = WRITEPATH . 'uploads/quotation/' . $fileRecord['incentive_file_name'];
if (!file_exists($filePath)) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'File missing on server'], 200);
}
// Force file download
return $this->response->download($filePath, null);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'message' => $e->getMessage()], 500);
}
}
}

726
app/Helpers/common_helper.php
View File

@ -1,375 +1,295 @@
<?php
use App\Models\OrganizationModel;
use App\Models\UserModel;
use App\Models\GroupModel;
use App\Models\EnquiryModel;
use App\Models\QuotationModel;
use App\Models\PolicyModel;
use App\Models\PolicyDetailsModel;
use App\Models\ServiceModel;
use App\Models\PlanStatusModel;
use App\Models\PlanModel;
use App\Models\ClientModel;
use App\Models\ClientPolicyModel;
use App\Models\PolicyTransactionModel;
use App\Models\PtCoShareDetailsModel;
use App\Models\VehicleModel;
if (!function_exists('getUserByEmail')) {
function getUserByEmail($email)
if (!function_exists('createBDS')) {
function createBDS(array $policyData, int $policyId)
{
$userModel = new UserModel();
$user = $userModel->where('email', $email)->first();
$enquiryModel = new EnquiryModel();
$quotationModel = new QuotationModel();
$policyModel = new PolicyModel();
$clientModel = new ClientModel();
$clientPolicyModel = new ClientPolicyModel();
$policyTransactionModel = new PolicyTransactionModel();
$ptCoShareDetailsModel = new PtCoShareDetailsModel();
$vehicleModel = new VehicleModel();
return $user ? $user : false;
}
}
$log = []; // collect logs
if (!function_exists('checkUserExist')) {
function checkUserExist($first_name, $email)
{
$userModel = new UserModel();
// 1. Create or fetch client
$client = $clientModel->where([
'client_name' => $policyData['client_name'],
'phone' => $policyData['client_mobile'],
'email' => $policyData['client_email']
])->first();
// Check if email already exists
$user = $userModel->where('email', $email)->first();
if ($user) {
return ['status' => true,'data' => $user ,'message' => 'User already exists'];
if ($client) {
$clientId = $client['id'];
$log[] = "Existing client found (ID: {$clientId})";
} else {
$clientData = [
'client_type' => 2,
'client_name' => $policyData['client_name'],
'short_name' => $policyData['client_name'],
'phone' => $policyData['client_mobile'],
'email' => $policyData['client_email'],
'created_by' => $policyData['created_by']
];
$clientId = $clientModel->insert($clientData, true);
$log[] = "New client created (ID: {$clientId})";
}
// Insert new user
$userId = $userModel->insert([
'first_name' => $first_name,
'email' => $email,
'org_id' => env('ORG_id')
// 2. Create or fetch client policy
$clientPolicy = $clientPolicyModel->where([
'client_id' => $clientId,
'policy_id' => $policyId,
'policy_no' => $policyData['policy_number']
])->first();
if ($clientPolicy) {
$clientPolicyId = $clientPolicy['id'];
$log[] = "Existing client policy found (ID: {$clientPolicyId})";
} else {
$clientPolicyData = [
'client_id' => $clientId,
'policy_id' => $policyId,
'policy_type_id' => 8,
'insurer_id' => $policyData['insurer_id'],
'insurer_branch_id' => $policyData['insurer_branch_id'],
'policy_start_date' => $policyData['start_date'],
'policy_end_date' => $policyData['end_date'],
'policy_no' => $policyData['policy_number']
];
$clientPolicyId = $clientPolicyModel->insert($clientPolicyData, true);
$log[] = "New client policy created (ID: {$clientPolicyId})";
}
// 3. Create or fetch vehicle
$vehicle = $vehicleModel->where([
'vehicle_no' => $policyData['reg_no'],
'owner' => $clientId
])->first();
if ($vehicle) {
$vehicleId = $vehicle['id'];
$log[] = "Existing vehicle found (ID: {$vehicleId})";
} else {
$vehicleData = [
'vehicle_no' => $policyData['reg_no'],
'type' => $policyData['vehicle_type_id'],
'description' => 'Motor Vehicle',
'owner' => $clientId,
'rc' => $policyData['reg_no'],
'created_by' => $policyData['created_by']
];
$vehicleId = $vehicleModel->insert($vehicleData, true);
$log[] = "New vehicle created (ID: {$vehicleId})";
}
// 4. Always create policy transaction
$policyTransactionData = [
'issuer' => 2,
'issue_type' => 1,
'client_id' => $clientId,
'policy_type_id' => 8,
'client_policy_id' => $clientPolicyId,
'insurer_id' => $policyData['insurer_id'],
'insurer_branch_id' => $policyData['insurer_branch_id'],
'vehicle_id' => $vehicleId,
'policy_no' => $policyData['policy_number'],
'policy_issue_date' => $policyData['issued_date'],
'month' => $policyData['issued_date'],
'policy_start_date' => $policyData['start_date'],
'policy_end_date' => $policyData['end_date'],
'endorsement_no' => null,
'action_type' => 'inception',
'revenue_type' => "NA",
'status' => 'completed',
'policy_holder_name' => $policyData['insured_name'],
'ct_type' => 1,
'sales_generated_by' => null,
'serviced_by' => null,
'policy_with_corr' => 0,
'is_active' => 1,
'ref' => null,
'co_share' => 0,
'endorse_eff_date' => null,
'pre_payable_by' => 1,
'bro_payable_by' => 1,
];
$policyTransactionId = $policyTransactionModel->insert($policyTransactionData, true);
$log[] = "Policy transaction created (ID: {$policyTransactionId})";
// 5. Always create pt co-share details
$ptCoShareDetails = [
'pt_id' => $policyTransactionId,
'insurer_id' => $policyData['insurer_id'],
'insurer_branch_id' => $policyData['insurer_branch_id'],
'co_share_type' => 1,
'co_share_per' => 100,
'bp_amt' => $policyData['premium_amount'],
'cop_amt' => $policyData['premium_amount'],
];
$ptCoShareId = $ptCoShareDetailsModel->insert($ptCoShareDetails, true);
$log[] = "PT Co-Share details created (ID: {$ptCoShareId})";
// 6. Update policy with IDs
$policyModel->update($policyId, [
'client_id' => $clientId,
'client_policy_id' => $clientPolicyId,
'vehicle_id' => $vehicleId,
'policy_transaction_id' => $policyTransactionId,
'pt_oc_share_details_id'=> $ptCoShareId,
'updated_by' => $policyData['created_by'],
'updated_on' => date('Y-m-d H:i:s')
]);
$log[] = "Policy updated with references (Policy ID: {$policyId})";
if($userId){
$user = $userModel->where('user_id', $userId)->first();
return ['status' => true,'data' => $user ,'message' => 'User created successfully'];
}else{
return ['status' => false, 'message' => 'Something wend wrong'];
}
return $log; // return logs for debugging
}
// function createClientAndVehicle(array $policyData, int $policyId)
// {
// $enquiryModel = new EnquiryModel();
// $quotationModel = new QuotationModel();
// $policyModel = new PolicyModel();
// $clientModel = new ClientModel();
// $clientPolicyModel = new ClientPolicyModel();
// $policyTransactionModel = new PolicyTransactionModel();
// $ptCoShareDetailsModel = new PtCoShareDetailsModel();
// $vehicleModel = new VehicleModel();
// // 1. Create client
// $clientData = [
// 'client_type' => 2,
// 'client_name' => $policyData['client_name'],
// 'short_name' => $policyData['client_name'],
// 'phone' => $policyData['client_mobile'],
// 'email' => $policyData['client_email'],
// 'created_by' => $policyData['created_by']
// ];
// $clientId = $clientModel->insert($clientData, true); // returns insert ID
// // 2. Create client policy
// $clientPolicyData = [
// 'client_id' => $clientId,
// 'policy_id' => $policyData['id'],
// 'policy_type_id' => 8,
// 'insurer_id' => $policyData['insurer_id'],
// 'insurer_branch_id'=> $policyData['insurer_branch_id'],
// 'policy_start_date'=> $policyData['start_date'],
// 'policy_end_date' => $policyData['end_date'],
// 'policy_no' => $policyData['policy_number']
// ];
// $clientPolicyId = $clientPolicyModel->insert($clientPolicyData, true); // returns insert ID
// // 3. Create vehicle
// $vehicleData = [
// 'vehicle_no' => $policyData['reg_no'],
// 'type' => $policyData['vehicle_type_id'],
// 'description' => 'Motor Vehicle',
// 'owner' => $clientId,
// 'rc' => $policyData['reg_no'],
// 'created_by' => $policyData['created_by']
// ];
// $vehicleId = $vehicleModel->insert($vehicleData, true);
// // 4. Create policy transaction
// $policyTransactionData = [
// 'issuer' => 2,
// 'issue_type' => 1,
// 'client_id' => $clientId ?? null,
// 'policy_type_id' => 8 ,
// 'client_policy_id' => $clientPolicyId ?? null,
// 'insurer_id' => $policyData['insurer_id'] ?? null,
// 'insurer_branch_id' => $policyData['insurer_branch_id'],
// 'vehicle_id' => $vehicleId ?? null,
// 'policy_no' => $policyData['policy_number'] ?? null,
// 'policy_issue_date' => $policyData['issued_date'],
// 'month' => $policyData['issued_date'], // policy_issue_month
// 'policy_start_date' => $policyData['start_date'],
// 'policy_end_date' => $policyData['end_date'],
// 'endorsement_no' => null,
// 'action_type' => 'inception',
// 'revenue_type' => "NA" ?? null,
// 'status' => 'completed',
// 'policy_holder_name' => $policyData['insured_name'], // insured name
// 'ct_type' => 1,
// 'sales_generated_by' => null, // ask this doubt
// 'serviced_by' => null, // ask this doubt
// 'policy_with_corr' => 0,
// 'is_active' => 1,
// 'ref' => null,
// 'co_share' => 0,
// 'endorse_eff_date' => null,
// 'pre_payable_by' => 1,
// 'bro_payable_by' => 1,
// ];
// $policyTransactionId = $policyTransactionModel->insert($policyTransactionData, true);
// // 5. Create pt co share details
// $pt_co_share_details = [
// 'pt_id' => $policyTransactionId,
// 'insurer_id' => $policyData['insurer_id'],
// 'insurer_branch_id' => $policyData['insurer_branch_id'],
// 'co_share_type' => 1,
// 'co_share_per' => 100,
// 'bp_amt' => $policyData['premium_amount'], // premium amt
// 'cop_amt' => $policyData['premium_amount'], // premium amt
// ];
// $ptCoShareId = $ptCoShareDetailsModel->insert($vehicleData, true);
// // Finally Update policy with client_id & vehicle_id
// $policyModel->update($policyId, [
// 'client_id' => $clientId,
// 'client_policy_id' => $clientPolicyId,
// 'vehicle_id' => $vehicleId,
// 'policy_transaction_id' => $policyTransactionId,
// 'pt_oc_share_details_id'=> $ptCoShareId,
// 'updated_by' => $policyData['created_by'],
// 'updated_on' => date('Y-m-d H:i:s')
// ]);
// }
}
if (!function_exists('getUserPlanCreationRestrictionStatus')) {
function getUserPlanCreationRestrictionStatus($user)
if (!function_exists('format_date_for_database')) {
/**
* Converts a date from 'd-m-Y' to 'Y-m-d'.
*
* @param string $date
* @return string|null
*/
function format_date_for_database(string $date): ?string
{
if($user['group_id'] != null)
{
$groupModel = new GroupModel();
$groupData = $groupModel->find($user['group_id']);
if($groupData)
{
$domesticPolicyId = $groupData['domestic_policy_id'];
$internationalPolicyId = $groupData['international_policy_id'];
$policyDetailsModel = new PolicyDetailsModel();
if($domesticPolicyId != null && $internationalPolicyId != null)
{
$domesticPolicy = $policyDetailsModel->where('policy_id',$domesticPolicyId)->where('service_id', 1)->find();
$domesticCheck = checkApproverSetOrNotBasedOnPolicy($domesticPolicy,$user);
$internationalPolicy = $policyDetailsModel->where('policy_id',$internationalPolicyId)->where('service_id', 1)->find();
$internationalCheck = checkApproverSetOrNotBasedOnPolicy($internationalPolicy,$user);
if($domesticCheck == true && $internationalCheck == true)
return 'Both Type Plan Creation Allowed';
else
return 'Plan Creation Not Allowed';
}
else if($domesticPolicyId != null)
{
$domesticPolicy = $policyDetailsModel->where('policy_id',$domesticPolicyId)->where('service_id', 1)->find();
$check = checkApproverSetOrNotBasedOnPolicy($domesticPolicy,$user);
$internationalPolicy = $policyDetailsModel->where('policy_id',$domesticPolicyId)->where('service_id', 1)->find();
$check = checkApproverSetOrNotBasedOnPolicy($internationalPolicy,$user);
if($check == true)
return 'Only Domestic Plan Creation Allowed';
else
return 'Plan Creation Not Allowed';
}
else if($internationalPolicyId != null)
{
$internationalPolicy = $policyDetailsModel->where('policy_id',$internationalPolicyId)->where('service_id', 1)->find();
$check = checkApproverSetOrNotBasedOnPolicy($internationalPolicy,$user);
if($check == true)
return 'Only International Plan Creation Allowed';
else
return 'Plan Creation Not Allowed';
}
}else{
return 'Plan Creation Not Allowed';
}
}else{
return 'Plan Creation Not Allowed';
}
}
}
function checkApproverSetOrNotBasedOnPolicy($Policy,$user)
{
// Step 1: Determine required approver levels (a1 to a4)
$requiredApprovers = [];
foreach (['', '_exceptional', '_amendment'] as $type) {
for ($i = 1; $i <= 4; $i++) {
$key = "a{$i}{$type}_action";
if (isset($Policy[0][$key]) && $Policy[0][$key] === 'Approval') {
$requiredApprovers[] = $i; // add level (1 to 4)
}
}
}
// Remove duplicates (in case multiple types require same level)
$requiredApprovers = array_unique($requiredApprovers);
// Step 2: Check user profile for each required approver level
$missingApprovers = [];
foreach ($requiredApprovers as $level) {
$profileKey = match ($level) {
1 => 'first_approver',
2 => 'second_approver',
3 => 'third_approver',
4 => 'fourth_approver',
};
if (empty($user[$profileKey]) || $user[$profileKey] == 0) {
$missingApprovers[] = $profileKey;
}
}
// Step 3: Final check
if (!empty($missingApprovers)) {
// One or more approvers missing
// echo "Missing approvers in user profile: " . implode(', ', $missingApprovers);
return false;
} else {
// echo "All required approvers are set in user profile.";
return true;
}
}
if (!function_exists('isDataChanged')) {
function isDataChanged($model, $id, array $newData): bool
{
// Step 1: Fetch old data from the model
$oldData = $model->where('plan_id', $id)->where('is_active', 1)->findAll();
if (!$oldData) {
return true;
}
// Step 2: Define keys to exclude
$excludeKeys = ['created_by', 'updated_by', 'created_on', 'updated_on'];
// Step 3: Clean both old and new data arrays
$cleanOldData = array_map(function($item) use ($excludeKeys) {
foreach ($excludeKeys as $key) {
unset($item[$key]);
}
return $item;
}, $oldData);
$cleanNewData = array_map(function($item) use ($excludeKeys) {
foreach ($excludeKeys as $key) {
unset($item[$key]);
}
return $item;
}, $newData);
// Step 4: Compare count
if (count($cleanOldData) !== count($cleanNewData)) {
return true;
}
// Step 5: Check if there's any difference
return $cleanOldData !== $cleanNewData;
}
}
if (!function_exists('isFlightTripDataChanged')) {
function isFlightTripDataChanged($model, $id, array $newData): bool
{
$newTripData = [];
$flightIds = array_column($newData, 'flight_id');
foreach ($newData as $key1 => $value1) {
foreach ($value1['trips'] as $key => $value) {
array_push($newTripData , $value);
}
$dt = DateTime::createFromFormat('d-m-Y', $date);
if ($dt) {
return $dt->format('Y-m-d');
}
// Step 1: Fetch old data from the model
if(!empty($flightIds))
$oldData = $model->whereIn('flight_id', $flightIds)->where('is_active', 1)->findAll();
else
$oldData = [];
if (!$oldData) {
return true;
}
// Step 2: Define keys to exclude
$excludeKeys = ['created_by', 'updated_by', 'created_on', 'updated_on'];
// Step 3: Clean both old and new data arrays
$cleanOldData = array_map(function($item) use ($excludeKeys) {
foreach ($excludeKeys as $key) {
unset($item[$key]);
}
return $item;
}, $oldData);
$cleanNewData = array_map(function($item) use ($excludeKeys) {
foreach ($excludeKeys as $key) {
unset($item[$key]);
}
return $item;
}, $newTripData);
// Step 4: Compare count
if (count($cleanOldData) !== count($cleanNewData)) {
return true;
}
// Step 5: Check if there's any difference
return $cleanOldData !== $cleanNewData;
return null;
}
}
function getDelegatedPlans($org_id, $id)
{
$userModel = new UserModel();
$planModel = new PlanModel();
$planStatusModel = new PlanStatusModel();
$delegatedUsers = $userModel->where('delegated_to_user_id', $id)
->where('is_active', 1)
->where('delegation_start_date <=', date('Y-m-d'))
->where('delegation_end_date >=', date('Y-m-d'))
->findAll();
$allPlanData = [];
foreach ($delegatedUsers as $user) {
$userId = $user['user_id'];
$startDate = $user['delegation_start_date'];
$endDate = $user['delegation_end_date'];
$a1Data = $planStatusModel->select('plan_id,a1_id as user_id')
->where('a1_id',$userId)
->where('a1_action','Approval')
->where('created_on >=', $startDate)
->where('created_on <=', $endDate)
->where('is_active',1)
->findAll();
$a2Data = $planStatusModel->select('plan_id,a2_id as user_id')
->where('a2_id',$userId)
->where('a2_action','Approval')
->where('created_on >=', $startDate)
->where('created_on <=', $endDate)
->where('is_active',1)
->findAll();
$a3Data = $planStatusModel->select('plan_id,a3_id as user_id')
->where('a3_id',$userId)
->where('a3_action','Approval')
->where('is_active',1)
->where('created_on >=', $startDate)
->where('created_on <=', $endDate)
->findAll();
$a4Data = $planStatusModel->select('plan_id,a4_id as user_id')
->where('a4_id',$userId)
->where('a4_action','Approval')
->where('is_active',1)
->where('created_on >=', $startDate)
->where('created_on <=', $endDate)
->findAll();
// Merge results (each record has plan_id + user_id)
$merged = array_merge($a1Data, $a2Data, $a3Data, $a4Data);
// Merge into final array
$allPlanData = array_merge($allPlanData, $merged);
}
//get already approved data in delegated flow
// $a1 = $planStatusModel->select('plan_id,a1_id as user_id')->where('a1_action_done_by',$id)->where('a1_action','Approval')->where('is_active',1)->findAll();
// $a2 = $planStatusModel->select('plan_id,a2_id as user_id')->where('a2_action_done_by',$id)->where('a2_action','Approval')->where('is_active',1)->findAll();
// $a3 = $planStatusModel->select('plan_id,a3_id as user_id')->where('a3_action_done_by',$id)->where('a3_action','Approval')->where('is_active',1)->findAll();
//need to discuss with sir
// $mergedApprovedArray = array_merge($a1, $a2, $a3);
$mergedApprovedArray = [];
// Merge into main list
$allPlanData = array_merge($allPlanData, $mergedApprovedArray);
// Remove duplicate associative arrays
$allPlanData = array_map('unserialize', array_unique(array_map('serialize', $allPlanData)));
$plansWithUser = [];
foreach ($allPlanData as $item) {
$planId = $item['plan_id'];
$userId = $item['user_id'];
$userData = $userModel->where('user_id',$userId)->first();
$userName = $userData['first_name'].' '.$userData['last_name'];
$planData = $planModel->getActivePlan($org_id, 'PLAN', null , $planId);
if ($planData) {
$planData['approver_id'] = $userId;
$planData['approver_name'] = $userName;
$planData['delegater_id'] = $id;
$planData['approver_status'] = getApproverCurrentAction( $planData['plan_id'], $userId );
$plansWithUser[] = $planData;
}
}
return $plansWithUser;
}
function normalize_date(string $date): ?string
{
$date = trim($date);
// If already valid Y-m-d (e.g., 2025-03-20), return it as-is
$yFormat = DateTime::createFromFormat('Y-m-d', $date);
if ($yFormat && $yFormat->format('Y-m-d') === $date) {
return $date;
}
// Try to convert from d-m-Y (e.g., 20-03-2025)
$dFormat = DateTime::createFromFormat('d-m-Y', $date);
if ($dFormat) {
return $dFormat->format('Y-m-d');
}
// Try from d/m/Y (optional)
$slashFormat = DateTime::createFromFormat('d/m/Y', $date);
if ($slashFormat) {
return $slashFormat->format('Y-m-d');
}
// Unknown format
return null;
}
if (!function_exists('format_date_for_client')) {
@ -389,103 +309,3 @@ if (!function_exists('format_date_for_client')) {
return null;
}
}
if (!function_exists('isValidUploadedFile')) {
function isValidUploadedFile($file): bool
{
return $file && $file->isValid();
}
}
if (!function_exists('isAllowedExtension')) {
function isAllowedExtension($file, array $allowedExtensions = [] ): bool
{
$ext = strtolower($file->getClientExtension());
$result = in_array($ext, $allowedExtensions);
$result = empty($allowedExtensions) ? true : $result ;
return $result;
}
}
if (!function_exists('isExcelNotEmpty')) {
function isExcelNotEmpty(array $sheetData): bool
{
return !empty($sheetData) && count($sheetData) >= 2;
}
}
if(!function_exists('createDirectoryWith0777Permission')){
function createDirectoryWith0777Permission( $uploadDir)
{
if (!is_dir($uploadDir)) {
mkdir($uploadDir, 0777, true); // recursive creation with full permission
}
}
}
function getAllowedClassForUser($trip_type,$user_id)
{
$userModel = new UserModel();
$groupModel = new GroupModel();
$policyDetailsModel = new PolicyDetailsModel();
$policyDetailsModel = new PolicyDetailsModel();
$user = $userModel->where('user_id', $user_id)->first();
$groupData = $groupModel->find($user['group_id']);
if($groupData)
{
if($trip_type == 1) { $policyId = $groupData['domestic_policy_id'];}else{ $policyId = $groupData['international_policy_id'];}
if($policyId != null)
{
$allowedFlightClass = $policyDetailsModel->select('c_policy_details.class, m_dropdown.dropdown_value as allowed_class')
->join('m_dropdown', 'dropdown_key = c_policy_details.class AND dropdown = "flight_class"', 'left')
->where('policy_id',$policyId)
->where('service_id',1)
->first();
$data['flight'] = $allowedFlightClass['allowed_class'] ?? [];
$allowedTrainClass = $policyDetailsModel->select('c_policy_details.class, m_dropdown.dropdown_value as allowed_class')
->join('m_dropdown', 'dropdown_key = c_policy_details.class AND dropdown = "train_class"', 'left')
->where('policy_id',$policyId)
->where('service_id',2)
->first();
$data['train'] = $allowedTrainClass['allowed_class'] ?? [];
$allowedHotelClass = $policyDetailsModel->select('c_policy_details.class, m_dropdown.dropdown_value as allowed_class')
->join('m_dropdown', 'dropdown_key = c_policy_details.class AND dropdown = "hotel_class"', 'left')
->where('policy_id',$policyId)
->where('service_id',5)
->first();
$data['hotel'] = $allowedHotelClass['allowed_class'] ?? [];
}
return $data;
}
}

27
app/Models/ClaimTypeModel.php Normal file
View File

@ -0,0 +1,27 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class ClaimTypeModel extends Model
{
protected $table = 'partner_claim_type_master';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
// Return results as array (change to 'object' if you prefer objects)
protected $returnType = 'array';
protected $allowedFields = [
'claim_type',
'is_active',
'created_by',
'created_on',
'updated_by',
'updated_on'
];
// Automatic timestamps
protected $useTimestamps = false; // Using DB timestamps directly
}

52
app/Models/ClientModel.php Normal file
View File

@ -0,0 +1,52 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class ClientModel extends Model
{
protected $table = 'clients';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
// Return as array (change to 'object' if you prefer objects)
protected $returnType = 'array';
protected $allowedFields = [
'client_type',
'entity_type_id',
'client_name',
'short_name',
'cost_center',
'client_code',
'pan',
'gst',
'address1',
'address2',
'city',
'state',
'pincode',
'is_download_btn',
'client_logo',
'created_by',
'created_at',
'updated_by',
'updated_at',
'is_active',
'common_mails',
'hr_mails',
'mail_domain',
'reply_to',
'dob',
'aadhar',
'reference',
'phone',
'email',
'addon_subheading',
'parent_client_id'
];
// Timestamp handling
protected $useTimestamps = false; // since DB handles created_at/updated_at defaults
}

72
app/Models/ClientPolicyModel.php Normal file
View File

@ -0,0 +1,72 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class ClientPolicyModel extends Model
{
protected $table = 'client_policy';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'client_id',
'client_branch_id',
'policy_id',
'policy_type_id',
'insurer_id',
'insurer_branch_id',
'tpa_id',
'tpa_branch_id',
'policy_start_date',
'policy_end_date',
'policy_no',
'cd_ac_no',
'insured',
'no_of_employees',
'no_of_lives',
'no_lives_at_inception',
'policy_status',
'premium_paid_at_inception',
'earned_premium_date',
'claims_incurred_date',
'earned_premium_amount',
'claims_incurred_amount',
'incurred_claims_ratio',
'claims_experience_for_last_3_years',
'policy_terms',
'is_addon',
'base_policy',
'inception_type',
'created_by',
'created_at',
'updated_by',
'updated_at',
'is_active',
'open_for_enrollment',
'gst',
'enrolment_visibility',
'open_date',
'close_date',
'reminder_date',
'disclaimer',
'is_member_modify_allowed',
'cd_ac_pk',
'is_lgbtq',
'placement_json',
];
// Auto timestamps
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Optional validation rules
protected $validationRules = [];
protected $validationMessages = [];
protected $skipValidation = true;
}

27
app/Models/EndorsementTypeModel.php Normal file
View File

@ -0,0 +1,27 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class EndorsementTypeModel extends Model
{
protected $table = 'partner_endorsement_type_master';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
// Return results as array
protected $returnType = 'array';
protected $allowedFields = [
'endorsement_type',
'is_active',
'created_by',
'created_on',
'updated_by',
'updated_on'
];
// Automatic timestamps
protected $useTimestamps = false;
}

6
app/Models/EnquiryModel.php
View File

@ -11,9 +11,13 @@ class EnquiryModel extends Model
protected $returnType = 'array';
protected $allowedFields = [
'agent_id',
'name',
'mobile',
'email',
'reg_no',
'vehicle_type_id',
'insurer_id',
'insurer_branch_id',
'rc_file_name',
'id_proof_file_name',
'previous_policy_file_name',
@ -51,7 +55,7 @@ class EnquiryModel extends Model
->join('partner_quotation Q', 'Q.enquiry_id = partner_enquiry.id AND Q.status = "Accepted"', 'left')
->join('partner_policy P', 'P.quotation_id = Q.id', 'left')
->where('partner_enquiry.is_active', 1)
->orderBy('partner_enquiry.created_on', 'ASC') ;
->orderBy('partner_enquiry.created_on', 'ASC');
if($getBy == 'ALL')

10
app/Models/PolicyModel.php
View File

@ -8,15 +8,25 @@ class PolicyModel extends Model
protected $table = 'partner_policy';
protected $primaryKey = 'id';
protected $allowedFields = [
'enquiry_id',
'quotation_id',
'insured_name',
'premium_amount',
'policy_number',
'issued_date',
'start_date',
'end_date',
'payment_mode',
'policy_pdf_file_name',
'policy_payment_receipt_file_name',
'is_active',
'agent_id',
'manager_id',
'client_id',
'client_policy_id',
'vehicle_id',
'policy_transaction_id',
'pt_oc_share_details_id',
'created_by',
'updated_by'
];

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app/Models/PolicyTransactionModel.php Normal file
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@ -0,0 +1,92 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class PolicyTransactionModel extends Model
{
protected $table = 'policy_transaction';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'issuer',
'client_id',
'client_branch_id',
'vehicle_id',
'insurer_id',
'insurer_branch_id',
'tpa_id',
'tpa_branch_id',
'policy_type_id',
'client_policy_id',
'issue_type',
'source_client_policy_id',
'policy_no',
'cd_ac_no',
'cd_ac_pk',
'policy_issue_date',
'policy_start_date',
'policy_end_date',
'action_type',
'endorsement_no',
'data_received_date',
'closure_date',
'emp_count',
'dependent_count',
'revenue_type',
'co_share',
'pre_payable_by',
'bro_payable_by',
'tsi',
'status',
'ct_status',
'created_by',
'updated_by',
'created_at',
'updated_at',
'is_active',
'co_broking_status',
'installment',
'installment_data',
'location',
'links',
'stage',
'etat',
'etat_band',
'edate',
'renewal_date',
'rollover_date',
'policy_holder_name',
'same_as_proposer',
'ref',
'spl',
'fund_received',
'listed_insurers',
'ppteam',
'endorse_eff_date',
'month',
'sales_generated_by',
'serviced_by',
'ct_type',
'ct_tran_id',
'remarks',
'install_due_date',
'policy_with_corr',
'is_cd_reduce_from_bds',
];
// Auto timestamp handling
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation rules (optional)
protected $validationRules = [];
protected $validationMessages = [];
protected $skipValidation = true;
}

83
app/Models/PtCoShareDetailsModel.php Normal file
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<?php
namespace App\Models;
use CodeIgniter\Model;
class PtCoShareDetailsModel extends Model
{
protected $table = 'pt_co_share_details';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $allowedFields = [
'pt_id',
'insurer_id',
'insurer_branch_id',
'co_share_type',
'co_share_per',
'bp_amt',
'bp_gst_amt',
'bp_igst',
'bp_sgst',
'bp_cgst',
'tp_amt',
'tp_gst_amt',
'tp_igst',
'tp_sgst',
'tp_cgst',
'tep_amt',
'tep_gst_amt',
'tep_igst',
'tep_sgst',
'tep_cgst',
'agreed_amt',
'agreed_bp_per',
'agreed_tp_per',
'agreed_tep_per',
'standerd_bp_per',
'standerd_tp_per',
'standerd_tep_per',
'actual_bp_amt',
'actual_tp_amt',
'actual_tep_amt',
'actual_bp_per',
'actual_tp_per',
'actual_tep_per',
'actual_bp_brokerage_amt',
'actual_tp_brokerage_amt',
'actual_tep_brokerage_amt',
'reward',
'variance',
'remark',
'created_at',
'created_by',
'updated_at',
'updated_by',
'is_active',
'cd_ac_no',
'amount',
'stamp_duty',
'gst_type',
'cop_amt',
'cotp_amt',
'cotep_amt',
'exp_amt',
'statement_id',
'follower_policy_no',
'non_comm_per_amt'
];
// Auto timestamps
protected $useTimestamps = true;
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation rules (if needed later)
protected $validationRules = [];
protected $validationMessages = [];
protected $skipValidation = true;
}

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app/Models/VehicleModel.php Normal file
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<?php
namespace App\Models;
use CodeIgniter\Model;
class VehicleModel extends Model
{
protected $table = 'vehicle';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
// return arrays (change to 'object' if you prefer objects)
protected $returnType = 'array';
protected $allowedFields = [
'vehicle_no',
'type',
'description',
'owner',
'branch_id',
'old_onwer',
'rc',
'is_active',
'created_by',
'created_on',
'updated_by',
'updated_on'
];
// timestamps are handled by DB defaults, so keep false
protected $useTimestamps = false;
}

8
app/Models/VehicleTypeMasterModel.php
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@ -6,15 +6,11 @@ use CodeIgniter\Model;
class VehicleTypeMasterModel extends Model
{
protected $table = 'partner_vehicle_type_master';
protected $table = 'vehicle_type';
protected $primaryKey = 'id';
protected $allowedFields = [
'vehicle_type',
'is_active',
'created_by',
'created_on',
'updated_by',
'updated_on'
'is_active'
];
protected $useTimestamps = false; // we handle created_on & updated_on manually