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GWM : endoresment changes

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This commit is contained in:
Gowtham M 2026-02-21 10:45:35 +05:30
parent 0b5d6b0442
commit fd3e91a5cb
2 changed files with 366 additions and 59 deletions
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416
app/Controllers/EndorsementController.php
View File

@ -34,6 +34,14 @@ class EndorsementController extends ResourceController
$agent_id = $this->request->getGet('agent_id');
$policy_number = $this->request->getGet('policy_number');
$from_date = $this->request->getGet('from_date');
$to_date = $this->request->getGet('to_date');
$endorsement_type = $this->request->getGet('endorsement_type');
$insurer_id = $this->request->getGet('insurer_id');
$status = $this->request->getGet('status');
$verification = $this->request->getGet('verification');
$search = $this->request->getGet('search');
$builder = $this->EndorsementModel
->select('partner_endorsement_request.*,
i.name as insurer_name,
@ -78,6 +86,34 @@ class EndorsementController extends ResourceController
$builder->where('partner_endorsement_request.policy_number', $policy_number);
}
if (!empty($from_date) && !empty($to_date)) {
$builder->where('partner_endorsement_request.created_at >=', $from_date . ' 00:00:00')
->where('partner_endorsement_request.created_at <=', $to_date . ' 23:59:59');
}
if (!empty($endorsement_type) && $endorsement_type != 'All') {
$builder->where('partner_endorsement_request.endorsement_type', $endorsement_type);
}
if (!empty($insurer_id)) {
$builder->where('partner_endorsement_request.insurer_id', $insurer_id);
}
if (!empty($status) && $status != 'All') {
$builder->where('partner_endorsement_request.status', $status);
}
if (!empty($verification) && $verification != 'All') {
if ($verification == 'Verified') {
$builder->where('partner_endorsement_request.is_data_accuracy_checked', 1);
} elseif ($verification == 'To Verify') {
$builder->where('partner_endorsement_request.is_data_accuracy_checked', 0);
}
}
$data = $builder->get()->getResultArray();
foreach ($data as $key => $row) {
@ -95,65 +131,117 @@ class EndorsementController extends ResourceController
public function createEndorsement()
{
try {
$reqData = $this->request->getPost();
// Validate required fields
if (empty($reqData['policy_number']) || empty($reqData['endorsement_type']) || empty($reqData['endorsement_description'])) {
return $this->respond(['status' => 'failed','code' => 400,'data' => 'policy_number, endorsement_type and endorsement_description are required' ], 200);
// Basic validation
if (empty($reqData['policy_from']) || empty($reqData['policy_number']) || empty($reqData['endorsement_type']) || empty($reqData['endorsement_description']))
{
return $this->respond(['status' => 'failed','code' => 400,'data' => 'policy_from, policy_number, endorsement_type and endorsement_description are required' ], 400);
}
// Fetch policy details
$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();
$policy = null;
if (empty($policy) && $reqData['policy_from'] == 'Internal') {
return $this->respond(['status' => 'failed','code' => 404,'data' => 'Policy not found'], 200);
// INTERNAL POLICY FLOW
if ($reqData['policy_from'] === 'Internal') {
$policy = $this->PolicyModel
->select('partner_policy.*,
Q.insurer_id, Q.insurer_branch_id,
E.client_id,
E.name as insured_name,
E.mobile as client_mobile,
E.email as client_email,
E.reg_no,
E.broker_id')
->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)) {
return $this->respond(['status' => 'failed','code' => 404,'data' => 'Internal policy not found'], 404);
}
}
$uploadFile = $this->request->getFile('endorsement_file_name');
//FILE UPLOAD
$uploadedFileName = null;
$uploadFile = $this->request->getFile('endorsement_file_name');
if ($uploadFile && $uploadFile->isValid()) {
$uploadPath = WRITEPATH . 'uploads/endorsement/';
if (!is_dir($uploadPath)) {
mkdir($uploadPath, 0777, true);
}
$uploadedFileName = time() . '_' . $uploadFile->getRandomName();
$uploadFile->move($uploadPath, $uploadedFileName);
}
// Prepare endorsement data
$endorsementData = [
'policy_from' => $reqData['policy_from'],
'policy_number' => $policy['policy_number'] ?? $reqData['policy_number'],
'client_policy_id' => $policy['client_policy_id'] ?? null,
'insurer_id' => $policy['insurer_id'] ?? null,
'insurer_branch_id' => $policy['insurer_branch_id'] ?? null,
'client_id' => $policy['client_id'] ?? null,
'agent_id' => $policy['agent_id'] ?? null,
'manager_id' => $reqData['manager_id'] ?? null,
'endorsement_type' => $reqData['endorsement_type'],
'endorsement_description'=> $reqData['endorsement_description'],
'endorsement_no' => $reqData['endorsement_no'] ?? null,
'created_by' => $reqData['created_by'] ?? null,
'status' => 'Open',
'endorsement_file_name' => $uploadedFileName,
'is_active' => 1
];
// PREPARE DATA
if ($reqData['policy_from'] === 'Internal') {
// Take values from DB
$endorsementData = [
'policy_from' => 'Internal',
'policy_number' => $policy['policy_number'],
'client_policy_id' => $policy['client_policy_id'] ?? null,
'insurer_id' => $policy['insurer_id'] ?? null,
'insurer_branch_id' => $policy['insurer_branch_id'] ?? null,
'client_id' => $policy['client_id'] ?? null,
'policy_start_date' => $policy['start_date'] ?? null,
'policy_end_date' => $policy['end_date'] ?? null,
'reg_no' => $policy['reg_no'] ?? null,
'broker_id' => $policy['broker_id'] ?? null,
'insured_name' => $policy['insured_name'] ?? null,
];
if (!$this->EndorsementModel->insert($endorsementData)) {
return $this->respond([ 'status' => 'failed', 'code' => 422, 'data' => $this->EndorsementModel->errors()], 422);
} else {
// use values from Request
$endorsementData = [
'policy_from' => 'External',
'policy_number' => $reqData['policy_number'],
'insurer_id' => $reqData['insurer_id'] ?? null,
'insurer_branch_id' => $reqData['insurer_branch_id'] ?? null,
'client_id' => $reqData['client_id'] ?? null,
'policy_start_date' => $reqData['policy_start_date'] ?? null,
'policy_end_date' => $reqData['policy_end_date'] ?? null,
'reg_no' => $reqData['reg_no'] ?? null,
'broker_id' => $reqData['broker_id'] ?? null,
'insured_name' => $reqData['insured_name'] ?? null,
];
}
return $this->respond([ 'status' => 'success', 'code' => 200, 'data' => ['endorsement_id' => $this->EndorsementModel->getInsertID()] ], 200);
// Common fields
$endorsementData += [
'manager_id' => $reqData['manager_id'] ?? null,
'agent_id' => $reqData['agent_id'] ?? null,
'endorsement_type' => $reqData['endorsement_type'],
'endorsement_description' => $reqData['endorsement_description'],
'endorsement_no' => $reqData['endorsement_no'] ?? null,
'contact_person' => $reqData['contact_person'] ?? null,
'pending_days' => $reqData['pending_days'] ?? null,
'financia_or_non_financial' => $reqData['financia_or_non_financial'] ?? null,
'endorsement_premium' => $reqData['endorsement_premium'] ?? null,
'commission_amount' => $reqData['commission_amount'] ?? null,
'created_by' => $reqData['created_by'] ?? null,
'status' => 'Open',
'endorsement_file_name' => $uploadedFileName,
'is_active' => 1
];
if (!$this->EndorsementModel->insert($endorsementData))
{
return $this->respond(['status' => 'failed','code' => 422, 'data' => $this->EndorsementModel->errors() ], 422);
}
return $this->respond(['status' => 'success','code' => 200,'data' => ['endorsement_id' => $this->EndorsementModel->getInsertID()]], 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);
}
}
@ -163,22 +251,19 @@ class EndorsementController extends ResourceController
$endorsementId = $this->request->getPost('id');
if (!$endorsementId) {
return $this->respond([ 'status' => 'failed', 'code' => 400, 'data' => 'endorsementId is required' ], 200);
}
if (!$endorsementId) { return $this->respond(['status' => 'failed', 'code' => 400, 'data' => 'id is required'], 400);}
$reqData = $this->request->getPost();
// Fetch existing record
$endorsement = $this->EndorsementModel->find((int)$endorsementId);
if (empty($endorsement)) {
return $this->respond([ 'status' => 'failed', 'code' => 404, 'data' => 'Endorsement not found' ], 200);
}
if (!$endorsement) { return $this->respond([ 'status' => 'failed', 'code' => 404,'data' => 'Endorsement not found' ], 404); }
// Handle upload (endorsement completion file)
$uploadFile = $this->request->getFile('endorsement_completion_file');
$uploadedCompletionFile = $endorsement['endorsement_completion_file']; // keep old if not replaced
// FILE UPLOAD
$uploadedCompletionFile = $endorsement['endorsement_file_name'];
$uploadFile = $this->request->getFile('endorsement_file_name');
if ($uploadFile && $uploadFile->isValid()) {
@ -191,19 +276,85 @@ class EndorsementController extends ResourceController
$uploadFile->move($uploadPath, $uploadedCompletionFile);
}
// Prepare data to update
$updateData = [
'endorsement_type' => $reqData['endorsement_type'] ?? $endorsement['endorsement_type'],
'endorsement_description' => $reqData['endorsement_description'] ?? $endorsement['endorsement_description'],
'endorsement_no' => $reqData['endorsement_no'] ?? $endorsement['endorsement_no'],
'status' => $reqData['status'] ,
'endorsement_completion_file' => $uploadedCompletionFile,
'contact_person' => $reqData['contact_person'] ,
'financia_or_non_financial' => $reqData['financia_or_non_financial'] ,
'endorsement_premium' => $reqData['endorsement_premium'] ,
'pending_days' => $reqData['pending_days'] ,
'updated_by' => $reqData['updated_by'] ?? null,
];
//COMMON UPDATE FIELDS
$updateData = [];
// Update only if provided (avoid null overwrite)
if (isset($reqData['endorsement_type'])) {
$updateData['endorsement_type'] = $reqData['endorsement_type'];
}
if (isset($reqData['endorsement_description'])) {
$updateData['endorsement_description'] = $reqData['endorsement_description'];
}
if (isset($reqData['endorsement_no'])) {
$updateData['endorsement_no'] = $reqData['endorsement_no'];
}
if (isset($reqData['status'])) {
$updateData['status'] = $reqData['status'];
}
if (isset($reqData['contact_person'])) {
$updateData['contact_person'] = $reqData['contact_person'];
}
if (isset($reqData['financia_or_non_financial'])) {
$updateData['financia_or_non_financial'] = $reqData['financia_or_non_financial'];
}
if (isset($reqData['endorsement_premium'])) {
$updateData['endorsement_premium'] = $reqData['endorsement_premium'];
}
if (isset($reqData['pending_days'])) {
$updateData['pending_days'] = $reqData['pending_days'];
}
// Always update file (either old or new)
$updateData['endorsement_file_name'] = $uploadedCompletionFile;
// External Policy Editable Fields
if ($endorsement['policy_from'] === 'External') {
if (isset($reqData['insurer_id'])) {
$updateData['insurer_id'] = $reqData['insurer_id'] ?? null;
}
if (isset($reqData['insurer_branch_id'])) {
$updateData['insurer_branch_id'] = $reqData['insurer_branch_id'] ?? null;
}
if (isset($reqData['policy_start_date'])) {
$updateData['policy_start_date'] = $reqData['policy_start_date'] ?? null;
}
if (isset($reqData['policy_end_date'])) {
$updateData['policy_end_date'] = $reqData['policy_end_date'] ?? null;
}
if (isset($reqData['insured_name'])) {
$updateData['insured_name'] = $reqData['insured_name'] ?? null;
}
if (isset($reqData['reg_no'])) {
$updateData['reg_no'] = $reqData['reg_no'] ?? null;
}
if (isset($reqData['broker_id'])) {
$updateData['broker_id'] = $reqData['broker_id'] ?? null;
}
}
$updateData['updated_by'] = $reqData['updated_by'] ?? null;
/**
* ===========================
* UPDATE
* ===========================
*/
if (!$this->EndorsementModel->update($endorsementId, $updateData)) {
return $this->respond([
@ -216,10 +367,14 @@ class EndorsementController extends ResourceController
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => ['endorsement_id' => $endorsementId, 'message' => 'Endorsement updated successfully']
'data' => [
'endorsement_id' => $endorsementId,
'message' => 'Endorsement updated successfully'
]
], 200);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
@ -229,6 +384,149 @@ class EndorsementController extends ResourceController
}
// public function createEndorsement()
// {
// try {
// $reqData = $this->request->getPost();
// // Validate required fields
// if (empty($reqData['policy_number']) || empty($reqData['endorsement_type']) || empty($reqData['endorsement_description'])) {
// return $this->respond(['status' => 'failed','code' => 400,'data' => 'policy_number, endorsement_type and endorsement_description are required' ], 200);
// }
// // Fetch policy details
// $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, E.broker_id')
// ->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) && $reqData['policy_from'] == 'Internal') {
// return $this->respond(['status' => 'failed','code' => 404,'data' => 'Policy not found'], 200);
// }
// $uploadFile = $this->request->getFile('endorsement_file_name');
// $uploadedFileName = null;
// if ($uploadFile && $uploadFile->isValid()) {
// $uploadPath = WRITEPATH . 'uploads/endorsement/';
// if (!is_dir($uploadPath)) {
// mkdir($uploadPath, 0777, true);
// }
// $uploadedFileName = time() . '_' . $uploadFile->getRandomName();
// $uploadFile->move($uploadPath, $uploadedFileName);
// }
// // Prepare endorsement data
// $endorsementData = [
// 'policy_from' => $reqData['policy_from'],
// 'policy_number' => $policy['policy_number'] ?? $reqData['policy_number'],
// 'client_policy_id' => $policy['client_policy_id'] ?? null,
// 'insurer_id' => $policy['insurer_id'] ?? null,
// 'insurer_branch_id' => $policy['insurer_branch_id'] ?? null,
// 'client_id' => $policy['client_id'] ?? null,
// 'agent_id' => $policy['agent_id'] ?? null,
// 'policy_start_date' => $policy['start_date'] ?? null,
// 'policy_end_date' => $policy['end_date'] ?? null,
// 'reg_no' => $policy['reg_no'] ?? null,
// 'broker_id' => $policy['broker_id'] ?? null,
// 'insured_name' => $policy['insured_name'] ?? null,
// 'commission_amount' => $reqData['agent_id'] ?? null,
// 'manager_id' => $reqData['manager_id'] ?? null,
// 'endorsement_type' => $reqData['endorsement_type'],
// 'endorsement_description'=> $reqData['endorsement_description'],
// 'endorsement_no' => $reqData['endorsement_no'] ?? null,
// 'created_by' => $reqData['created_by'] ?? null,
// 'status' => 'Open',
// 'endorsement_file_name' => $uploadedFileName,
// 'is_active' => 1
// ];
// if (!$this->EndorsementModel->insert($endorsementData)) {
// return $this->respond([ 'status' => 'failed', 'code' => 422, 'data' => $this->EndorsementModel->errors()], 422);
// }
// return $this->respond([ 'status' => 'success', 'code' => 200, 'data' => ['endorsement_id' => $this->EndorsementModel->getInsertID()] ], 200);
// } catch (\Exception $e) {
// return $this->respond([ 'status' => 'failed', 'code' => 500, 'data' => $e->getMessage() ], 500);
// }
// }
// public function updateEndorsement()
// {
// try {
// $endorsementId = $this->request->getPost('id');
// if (!$endorsementId) {
// return $this->respond([ 'status' => 'failed', 'code' => 400, 'data' => 'endorsementId is required' ], 200);
// }
// $reqData = $this->request->getPost();
// // Fetch existing record
// $endorsement = $this->EndorsementModel->find((int)$endorsementId);
// if (empty($endorsement)) {
// return $this->respond([ 'status' => 'failed', 'code' => 404, 'data' => 'Endorsement not found' ], 200);
// }
// // Handle upload (endorsement completion file)
// $uploadFile = $this->request->getFile('endorsement_completion_file');
// $uploadedCompletionFile = $endorsement['endorsement_completion_file']; // keep old if not replaced
// if ($uploadFile && $uploadFile->isValid()) {
// $uploadPath = WRITEPATH . 'uploads/endorsement/';
// if (!is_dir($uploadPath)) {
// mkdir($uploadPath, 0777, true);
// }
// $uploadedCompletionFile = time() . '_' . $uploadFile->getRandomName();
// $uploadFile->move($uploadPath, $uploadedCompletionFile);
// }
// // Prepare data to update
// $updateData = [
// 'endorsement_type' => $reqData['endorsement_type'] ?? $endorsement['endorsement_type'],
// 'endorsement_description' => $reqData['endorsement_description'] ?? $endorsement['endorsement_description'],
// 'endorsement_no' => $reqData['endorsement_no'] ?? $endorsement['endorsement_no'],
// 'status' => $reqData['status'] ,
// 'endorsement_completion_file' => $uploadedCompletionFile,
// 'contact_person' => $reqData['contact_person'] ,
// 'financia_or_non_financial' => $reqData['financia_or_non_financial'] ,
// 'endorsement_premium' => $reqData['endorsement_premium'] ,
// 'pending_days' => $reqData['pending_days'] ,
// 'updated_by' => $reqData['updated_by'] ?? null,
// ];
// if (!$this->EndorsementModel->update($endorsementId, $updateData)) {
// return $this->respond([
// 'status' => 'failed',
// 'code' => 422,
// 'data' => $this->EndorsementModel->errors()
// ], 422);
// }
// return $this->respond([
// 'status' => 'success',
// 'code' => 200,
// 'data' => ['endorsement_id' => $endorsementId, 'message' => 'Endorsement updated successfully']
// ], 200);
// } catch (\Exception $e) {
// return $this->respond([
// 'status' => 'failed',
// 'code' => 500,
// 'data' => $e->getMessage()
// ], 500);
// }
// }
public function downloadEndorsementCompletionFile()
{
try {
@ -245,7 +543,7 @@ class EndorsementController extends ResourceController
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'File not found'], 200);
}
$filePath = WRITEPATH . 'uploads/endorsement/' . $fileRecord['endorsement_completion_file'];
$filePath = WRITEPATH . 'uploads/endorsement/' . $fileRecord['endorsement_file_name'];
if (!file_exists($filePath)) {
return $this->respond(['status' => 'failed', 'code' => 404, 'data' => 'File missing on server'], 200);

9
app/Models/EndorsementModel.php
View File

@ -30,6 +30,15 @@ class EndorsementModel extends Model
'financia_or_non_financial',
'endorsement_premium',
'pending_days',
'policy_start_date',
'policy_end_date',
'reg_no',
'broker_id',
'insured_name',
'is_data_accuracy_checked',
'commission_amount',
'policy_transaction_id',
'pt_oc_share_details_id',
'created_at',
'updated_by',
'updated_at',