Backend URL : https://loantap.in/wp-admin/post.php?post=758471&action=edit
Frontend URL : https://loantap.in/banking/manage-insurance-disburse/loantap_credit
Query :
SELECT ID as data_id, txn_set_id, account as insurance_code, credit, reason, lan_id, sublan_id, entry_date, txn_ref, nbfc FROM loan_entries WHERE head = 'Insurance Dealer' AND (success_ref IS NULL or success_ref='') AND txn_ref IS NOT NULL AND sublan_id!='LAN' AND credit > 0 [if.not_empty env.search.nbfc] AND nbfc='[env.search.nbfc/]' [/if.not_empty] AND (field1 IS NULL OR field1 ='')
Description :
1) Get all records whose
head is ‘Insurance Dealer’
AND success_ref IS NULL or success_ref is empty
AND txn_ref IS NOT NULL
AND sublan_idis not ‘LAN’
AND credit is greater than 0
AND field1 IS NULL OR field1 is empty
2) Filter data if NBFC provided in URL
Add Field :
SELECT [module.previous_query_no /].*, object_id as dealer_object_id FROM [module.previous_query_no /] LEFT JOIN common_meta ON [module.previous_query_no /].insurance_code=common_meta.meta_value WHERE common_meta.coll_id='dealer' AND common_meta.meta_key='dealer_code'
Description :
Joined to common_meta table on insurance_code and get dealer_object_id to load dealer data
Columns Used in UI:
Common Meta:
dealer_bank_name
dealer_name
dealer_bank_account_no
dealer_bank_ifsc_code
dealer_city
dealer_pincode
Direct:
Sublan_id
Lan_id
txn_ref
credit
insurance_code
dealer_object_id
Nbfc
entry_date
External action:
Sunlan Id have action link: open transaction page in new window
User Interaction based (UI) :
Generate Login Disbursement Excel Sheet Button – To generate the excel sheet of insurance disbursal
Insurance Disburse Download Queries :
//** Collect selected IDs **//
[template.set ids=”{request.selected_data}”/]
Main Query :
SELECT ID as data_id, txn_set_id, account as insurance_code, credit, reason, lan_id, sublan_id, entry_date, txn_ref, nbfc FROM loan_entries WHERE head = 'Insurance Dealer' AND (success_ref IS NULL or success_ref='') AND txn_ref IS NOT NULL AND sublan_id!='LAN' AND credit > 0 AND (field1 IS NULL OR field1 ='') [if.not_empty env.search.nbfc] AND nbfc='[env.search.nbfc/]' [/if.not_empty] AND ID IN ([template.ids.comma.quote_comma/])
Description :
Get all records whose
head is ‘Insurance Dealer’
AND success_ref IS NULL
AND txn_ref IS NOT NULL
AND sublan_id!=’LAN’
AND credit is greater than 0
AND field1 IS NULL OR field1 is empty
AND id are selected id’s
Add Field :
SELECT [module.previous_query_no /].*, object_id as dealer_object_id FROM [module.previous_query_no /] LEFT JOIN common_meta ON [module.previous_query_no /].insurance_code=common_meta.meta_value WHERE common_meta.coll_id='dealer' AND common_meta.meta_key='dealer_code'
Description :
Joined to common_meta table on insurance_code and get dealer_object_id to load dealer data
Update rows which downloaded :
UPDATE loan_entries SET field1='insurance-downloaded' WHERE head = 'Insurance Dealer' AND (success_ref IS NULL or success_ref='') AND txn_ref IS NOT NULL AND credit > 0 AND sublan_id!='LAN' AND ID IN ([template.ids.comma.quote_comma/])
Description :
Update rows which downloaded ‘insurance-downloaded’