GWM : policy report
This commit is contained in:
parent
8e0a21a2a1
commit
d3237f4a4a
@ -263,6 +263,12 @@ class AgentController extends ResourceController
|
||||
try{
|
||||
$data = $this->request->getPost();
|
||||
|
||||
//duplicate check
|
||||
$duplicateData = $this->AgentIncentiveFileModel->where('agent_id',$data['agent_id'])->where('incentive_month',$data['incentive_month'])->first();
|
||||
if(!empty($duplicateData)){
|
||||
return $this->respond(['status' => 'failed', 'code' => 200, 'data' => 'Duplicate Entry.'], 200);
|
||||
}
|
||||
|
||||
// handle file uploads
|
||||
$incentiveFile = $this->request->getFile('incentive_file_name');
|
||||
|
||||
|
||||
@ -36,15 +36,16 @@ class EnquiryController extends ResourceController
|
||||
$staff_id = $this->request->getGet('staff_id');
|
||||
$enquiry_id = $this->request->getGet('enquiry_id');
|
||||
$manager_id = $this->request->getGet('manager_id');
|
||||
$only_policy_data = $this->request->getGet('only_policy_data') ?? false;
|
||||
|
||||
if (!empty($agent_id)) {
|
||||
$data = $this->enquiryModel->getEnquiry('AGENT', $agent_id);
|
||||
$data = $this->enquiryModel->getEnquiry('AGENT', $agent_id, $only_policy_data);
|
||||
} elseif (!empty($staff_id)) {
|
||||
$data = $this->enquiryModel->getEnquiry('STAFF', $staff_id);
|
||||
$data = $this->enquiryModel->getEnquiry('STAFF', $staff_id, $only_policy_data);
|
||||
} elseif (!empty($enquiry_id)) {
|
||||
$data = $this->enquiryModel->getEnquiry('ENQUIRY',$enquiry_id);
|
||||
$data = $this->enquiryModel->getEnquiry('ENQUIRY',$enquiry_id, $only_policy_data);
|
||||
} elseif (!empty($manager_id)) {
|
||||
$data = $this->enquiryModel->getEnquiry('MANAGER',$manager_id);
|
||||
$data = $this->enquiryModel->getEnquiry('MANAGER',$manager_id, $only_policy_data);
|
||||
} else {
|
||||
$data = $this->enquiryModel->getEnquiry('ALL');
|
||||
}
|
||||
@ -104,6 +105,13 @@ class EnquiryController extends ResourceController
|
||||
->where('partner_policy.quotation_id', $quotationId)
|
||||
->where('partner_policy.is_active', 1)
|
||||
->first();
|
||||
if (!empty($policies)) {
|
||||
$policies['issued_date'] = format_date_for_client($policies['issued_date'] ?? null);
|
||||
$policies['start_date'] = format_date_for_client($policies['start_date'] ?? null);
|
||||
$policies['end_date'] = format_date_for_client($policies['end_date'] ?? null);
|
||||
}
|
||||
|
||||
|
||||
}
|
||||
|
||||
// Final response
|
||||
@ -120,7 +128,6 @@ class EnquiryController extends ResourceController
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
// CREATE enquiry
|
||||
public function createEnquiry()
|
||||
{
|
||||
@ -300,7 +307,6 @@ class EnquiryController extends ResourceController
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
// Download enquiry file
|
||||
public function downloadEnquiryFile()
|
||||
{
|
||||
|
||||
@ -10,8 +10,6 @@ use App\Models\PtCoShareDetailsModel;
|
||||
use App\Models\VehicleModel;
|
||||
|
||||
if (!function_exists('createBDS')) {
|
||||
|
||||
|
||||
function createBDS(array $policyData, int $policyId)
|
||||
{
|
||||
$enquiryModel = new EnquiryModel();
|
||||
@ -157,130 +155,11 @@ if (!function_exists('createBDS')) {
|
||||
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('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
|
||||
{
|
||||
$dt = DateTime::createFromFormat('d-m-Y', $date);
|
||||
@ -293,12 +172,7 @@ if (!function_exists('format_date_for_database')) {
|
||||
}
|
||||
|
||||
if (!function_exists('format_date_for_client')) {
|
||||
/**
|
||||
* Converts a date from 'Y-m-d' to 'd-m-Y'.
|
||||
*
|
||||
* @param string $date
|
||||
* @return string|null
|
||||
*/
|
||||
|
||||
function format_date_for_client(string $date): ?string
|
||||
{
|
||||
$dt = DateTime::createFromFormat('Y-m-d', $date);
|
||||
|
||||
@ -35,7 +35,7 @@ class EnquiryModel extends Model
|
||||
protected $updatedField = 'updated_on';
|
||||
|
||||
|
||||
public function getEnquiry($getBy = null , $Id = null )
|
||||
public function getEnquiry($getBy = null , $Id = null , $only_policy_data = false)
|
||||
{
|
||||
$data = $this->select('partner_enquiry.*,
|
||||
VT.vehicle_type as vehicle_type,
|
||||
@ -57,6 +57,10 @@ class EnquiryModel extends Model
|
||||
->where('partner_enquiry.is_active', 1)
|
||||
->orderBy('partner_enquiry.created_on', 'ASC');
|
||||
|
||||
if($only_policy_data){
|
||||
$data->where('P.id IS NOT NULL');
|
||||
}
|
||||
|
||||
|
||||
if($getBy == 'ALL')
|
||||
{
|
||||
|
||||
Loading…
Reference in New Issue
Block a user