nhance-enrollment/app/Views/client_onboarding.php
2026-02-26 15:43:34 +05:30

450 lines
16 KiB
PHP
Executable File

<style>
body {
.multiselect-native-select {
position: relative;
/* bottom: 32px; */
select {
border: 0 !important;
clip: rect(0 0 0 0) !important;
height: 1px !important;
margin: -1px -1px -1px -3px !important;
overflow: hidden !important;
padding: 0 !important;
position: absolute !important;
width: 1px !important;
left: 50%;
top: 30px;
}
}
.multiselect-container{
width: 100% !important;
}
.multiselect-selected-text{
float: left !important;
}
}
.navtab-bg .nav-link {
margin: 0 5px 10px!important;
}
</style>
<div class="row" id="client_add">
<div class="col-12">
<div class="card">
<div class="card-body">
<div class="row" style="padding-bottom: 10px;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Client Onboarding <span id="client_heading"><?php if (isset($client)) { echo ' - ' . $client['client_name']; } ?></span> </h4>
</div>
<div class="col-6" style="text-align: right;">
<a href="<?= base_url("client/list"); ?>"><i class="fas fa-arrow-left" style="font-size: 17px;"></i></a>
</div>
</div>
<br>
<ul class="nav nav-pills navtab-bg">
<li class="nav-item">
<a href="#general-q-tab" data-toggle="tab" aria-expanded="false"
class="nav-link px-3 py-2 active" id="general_tab">
<span class="mr-1"><i class="mdi mdi-contacts"></i></span>
<span class="d-none d-sm-inline-block">General</span>
</a>
</li>
<!-- <li class="nav-item">
<a href="#KYC-DOC-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">KYC Docs</span>
</a>
</li> -->
<!-- <li class="nav-item">
<a href="#RM-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="RM_tab">
<span class="mr-1"><i class="mdi mdi-account-switch"></i></span>
<span class="d-none d-sm-inline-block"> Relationship Manager</span>
</a>
</li> -->
<li class="nav-item">
<a href="#branch-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="branch_tab">
<span class="mr-1"><i class="mdi mdi-source-branch"></i></span>
<span class="d-none d-sm-inline-block">Branch & Contacts</span>
</a>
</li>
<li class="nav-item">
<a href="#notification-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="notification_tab">
<span class="mr-1"><i class="mdi mdi-bell"></i></span>
<span class="d-none d-sm-inline-block">Notifications</span>
</a>
</li>
<li class="nav-item">
<a href="#police-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="policy_tab">
<span class="mr-1"><i class="mdi mdi-book-open-page-variant"></i></span>
<span class="d-none d-sm-inline-block">Policies</span>
</a>
</li>
<li class="nav-item">
<a href="#others-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="others_tab">
<span class="mr-1"><i class="mdi mdi-tag-text-outline"></i></span>
<span class="d-none d-sm-inline-block">Others</span>
</a>
</li>
</ul>
<div class="tab-content">
<?php include('client_others_tab.php'); ?>
<?php include('notification.php'); ?>
<?php include('client_basic_info.php'); ?>
<!-- <?php // include('client_kyc.php'); ?> -->
<!-- <?php // include('client_rm.php'); ?> -->
<?php include('client_branch.php'); ?>
<?php include('client_policy.php'); ?>
</div>
</div>
</div>
</div>
</div>
<div class="modal fade" id="autoFetchBranchModal" tabindex="-1" role="dialog" aria-labelledby="autoFetchBranchModalLabel" accesskey=""
aria-hidden="true">
<div class="modal-dialog modal-dialog-centered" style="margin-left: 400px !important;">
<div class="modal-content modal-lg">
<div class="modal-header">
<h5 class="modal-title" id="autoFetchBranchModalLabel">Fetch Client Branch (Post-Enrolment)</h5>
<button type="button" class="close" data-dismiss="modal" aria-label="Close">
<span aria-hidden="true">&times;</span>
</button>
</div>
<div class="modal-body" style="min-height:auto !important;">
<div class="row">
<div class="col-md-6">
<div class="form-group col-md-12">
<label for="auto_fetch_client">Client List<span class="text-danger">*</span></label>
<select class="form-control select2" id="auto_fetch_client" name="auto_fetch_client" required>
<option value="">Select Client</option>
<?php if (!empty($auto_fetch_client_list)): ?>
<?php foreach ($auto_fetch_client_list as $client_list): ?>
<option value="<?= esc($client_list['id']) ?>">
<?= esc($client_list['client_name']) ?>
</option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
</div>
<div class="col-md-6">
<div class="form-group col-md-12">
<label for="auto_fetch_branch">Branch List<span class="text-danger">*</span></label>
<select class="form-control select2" id="auto_fetch_branch" name="auto_fetch_branch" required>
<option value="">Select Branch</option>
</select>
</div>
</div>
</div>
<div class="modal-footer">
<button type="button" class="btn cancel-btn" data-dismiss="modal">Cancel</button>
<button type="button" class="btn btn-primary submit-btn" id="submitAutoFetch">Submit</button>
</div>
</div>
</div>
</div>
</div>
<script>
// $(document).ready(function(){
// var tabid = localStorage.getItem('tabId');
// console.log(tabid)
// $('#'+tabid).click();
// localStorage.removeItem('tabId')
// })
// $('#general_tab').click( function (){
// localStorage.setItem('tabId', 'general_tab')
// })
// $('#KYC-DOC-tab').click( function (){
// localStorage.setItem('tabId', 'kyc_tab')
// })
// $('#RM_tab').click( function (){
// localStorage.setItem('tabId', 'RM_tab')
// })
// $('#branch_tab').click( function (){
// localStorage.setItem('tabId', 'branch_tab')
// })
// $('#policy_tab').click( function (){
// localStorage.setItem('tabId', 'policy_tab')
// })
</script>
<script>
function client_kyc_docs() {
var check_client_id = $('#general_PrimaryKey');
if(check_client_id[0].value == '' || check_client_id[0].value == null || check_client_id[0].value == 0){
$('#btnBranchAdd').hide();
toastr.warning('Please Add the Client!', 'Warning',{timeOut: 2000});
}else{
if ($('#btnBranchBack')[0].style.display == 'none') {
$('#btnBranchAdd').show();
}
}
}
function client_relationship_manager() {
var check_client_id = $('#general_PrimaryKey');
if(check_client_id[0].value == '' || check_client_id[0].value == null || check_client_id[0].value == 0){
$('#relation_form').hide();
toastr.warning('Please Add the Client!', 'Warning',{timeOut: 2000});
}else{
$('#relation_form').show();
}
}
function client_policies() {
var check_client_id = $('#general_PrimaryKey');
if(check_client_id[0].value == '' || check_client_id[0].value == null || check_client_id[0].value == 0){
$('#BtnAdd').hide();
toastr.warning('Please Add the Client!', 'Warning',{timeOut: 2000});
}else{
if ($('#btnPolicyBack')[0].style.display == 'none') {
$('#BtnAdd').show();
}
}
}
function client_branch_contact() {
var check_client_id = $('#general_PrimaryKey');
if(check_client_id[0].value == '' || check_client_id[0].value == null || check_client_id[0].value == 0){
$('#btnBranchAdd').hide();
toastr.warning('Please Add the Client!', 'Warning',{timeOut: 2000});
}else{
if ($('#btnBranchBack')[0].style.display == 'none') {
$('#btnBranchAdd').show();
}
}
}
function client_notification() {
var check_client_id = $('#general_PrimaryKey');
if(check_client_id[0].value == '' || check_client_id[0].value == null || check_client_id[0].value == 0){
$('#notification-tab').hide();
toastr.warning('Please Add the Client!', 'Warning',{timeOut: 2000});
}else{
if ($('#notification-tab')[0].style.display == 'none') {
$('#notification-tab').show();
}
}
}
document.getElementById("kyc_tab").addEventListener("click", function(event) {
event.preventDefault();
client_kyc_docs();
});
document.getElementById("RM_tab").addEventListener("click", function(event) {
event.preventDefault();
client_relationship_manager();
});
document.getElementById("policy_tab").addEventListener("click", function(event) {
event.preventDefault();
client_policies();
});
document.getElementById("branch_tab").addEventListener("click", function(event) {
event.preventDefault();
client_branch_contact();
});
document.getElementById("notification_tab").addEventListener("click", function(event) {
event.preventDefault();
client_notification();
});
</script>
<script>
$('#btnAutoBranchFetch').click(function() {
var myModal = new bootstrap.Modal(document.getElementById('autoFetchBranchModal'));
myModal.show();
})
</script>
<script>
$(document).ready(function() {
$('#auto_fetch_client').select2();
$('#auto_fetch_branch').select2();
$('#auto_fetch_client').change(function() {
$('#auto_fetch_branch').html(`<option value="">Select Branch</option>`);
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$.ajax({
url: "<?php echo base_url('client/branch/auto_fetch_branch'); ?>",
type: "POST",
data: {
client_id: $('#auto_fetch_client').val()
},
dataType: "json",
success: function(response, textStatus, xhr) {
if (xhr.status === 200) {
let options = `<option value="">Select Branch</option>`;
response.data.forEach((data) => {
options += `<option value="${data.id}">${data.branch_name}</option>`;
});
$('#auto_fetch_branch').html(options);
} else {
$('#auto_fetch_branch').html('<option value="">No Branch Found</option>');
}
},
error: function(xhr, status, error) {
console.error("Error occurred:", status, error);
},
complete: function() {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.log("auto_fetch_client call is completed..!!");
}
});
});
});
</script>
<script>
$('#submitAutoFetch').click(function() {
let client_id = $('#auto_fetch_client').val();
let branch_id = $('#auto_fetch_branch').val();
if (client_id == "" || branch_id == "") {
Swal.fire({
icon: 'warning',
title: 'Missing Data',
text: 'Please select both Client and its Branch!',
confirmButtonText: 'OK'
});
return;
}
$.ajax({
url: "<?php echo base_url('client/branch/auto_fetch_branch_details'); ?>",
type: "POST",
data: {
client_id,
branch_id
},
dataType: "json",
success: function(response, textStatus, xhr) {
if (xhr.status === 200) {
let result = response.data[0]??[];
if(response.data[0] == []){
console.log("Empty array ..!!!");
return;
}
let units = JSON.parse(result['units']);
let $select = $('#selected');
$select.empty();
units.forEach(unit => {
// If you want to mark them as selected, set 'selected' attribute
$select.append(`<option value="${unit}" selected>${unit}</option>`);
});
$('#post_branch_id').val(branch_id);
$('#branch_name').val(result['branch_name']??'');
$('#branch_code').val(result['branch_code']??'');
$('#address1').val(result['address1']??'');
$('#address2').val(result['address2']??'');
$('#state').val(result['state']??'');
$('#district').val(result['district']??'');
$('#branch_city').val(result['city']??'');
$('#pincode').val(result['pincode']??'');
$('#gst').val(result['gst']??'');
$('#sez').val(result['sez']??'');
} else {
console.log("User Error thrown");
console.log("status" + xhr.status);
}
closeModalById('autoFetchBranchModal');
},
error: function(xhr, status, error) {
console.error("Error occurred:", status, error);
},
complete: function() {
console.log("auto_fetch_branch_details call is completed..!!");
}
})
})
</script>