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BDS_CHANGE_NEW

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This commit is contained in:
VENKATESHWARAN 2025-12-23 12:42:11 +05:30
parent 8c1ae38108
commit 0c85b8ec72
4 changed files with 131 additions and 34 deletions
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6
app/Controllers/PolicyTransactionController.php
View File

@ -732,6 +732,11 @@
// dd($data); // dd($data);
//Fetch POS
$data['pos_data'] = db_connect()->table('partner_pos')
->where('is_active', 1)
->get()
->getResultArray();
// Load view // Load view
$this->loadLayout('policy_transaction_inception_list', $data); $this->loadLayout('policy_transaction_inception_list', $data);
@ -2382,6 +2387,7 @@
'service_person_branch_id' => $issue_type['service_person_branch_id'] ?? null, 'service_person_branch_id' => $issue_type['service_person_branch_id'] ?? null,
'agent_id' => $issue_type['agent_id'] ?? null, 'agent_id' => $issue_type['agent_id'] ?? null,
'agent_code' => $issue_type['agent_code'] ?? null, 'agent_code' => $issue_type['agent_code'] ?? null,
'pos_id' => $issue_type['pos_id'] ?? null,
]; ];
$data['client_branch_id'] = $client_branch_id; $data['client_branch_id'] = $client_branch_id;

12
app/Views/policy_transaction_endorsement_form.php
View File

@ -447,7 +447,7 @@
<td>Co-Share %</td> <td>Co-Share %</td>
</tr> </tr>
<tr id="table_tr_36"> <tr id="table_tr_36">
<td>Non Commissional <br> Premium Amount</td> <td>Non-Commissionable<br> Premium Amount</td>
</tr> </tr>
<tr id="table_tr_4"> <tr id="table_tr_4">
<td>Base Premium</td> <td>Base Premium</td>
@ -1580,6 +1580,16 @@
let terrisom_premium = ($('#bro_payable_by').val() == 1) ? tep : cotep; let terrisom_premium = ($('#bro_payable_by').val() == 1) ? tep : cotep;
let tpTotal = base_premium + third_part_premium + terrisom_premium; let tpTotal = base_premium + third_part_premium + terrisom_premium;
if($('#bro_payable_by').val() == 2){
if($('#co_share_type_' + input).val() == 1){
base_premium = bp;
third_part_premium = tp;
terrisom_premium = tep;
tpTotal = base_premium + third_part_premium + terrisom_premium;
}
}
// Co-premium defaults // Co-premium defaults
if ($('#cop_yes').val() == 0) { if ($('#cop_yes').val() == 0) {
if (!rawVal('co_premium')) $('#co_premium_' + input).val(bp); if (!rawVal('co_premium')) $('#co_premium_' + input).val(bp);

140
app/Views/policy_transaction_inception_form.php
View File

@ -790,7 +790,7 @@
</div> --> </div> -->
<div class="form-group col-md-2"> <div class="form-group col-md-3">
<label class="switch" style="position: relative;top: 30px;left: 4px;"> <label class="switch" style="position: relative;top: 30px;left: 4px;">
<input id="cop_yes" type="checkbox" name="co_share"> <input id="cop_yes" type="checkbox" name="co_share">
<span class="slider round" style="height: 27px;"></span> <span class="slider round" style="height: 27px;"></span>
@ -800,13 +800,22 @@
style="position: relative;top: 31px;left: 17px;">CoP Yes</label> style="position: relative;top: 31px;left: 17px;">CoP Yes</label>
</div> </div>
<div class="form-group col-md-4 payby d-none"> <!-- <div class="form-group col-md-4 payby d-none">
<label class="switch" style="position: relative;top: 30px;left: 4px;"> <label class="switch" style="position: relative;top: 30px;left: 4px;">
<input id="bro_payable_by" type="checkbox" name="bro_payable_by" checked> <input id="bro_payable_by" type="checkbox" name="bro_payable_by" checked>
<span class="slider round" style="height: 27px;"></span> <span class="slider round" style="height: 27px;"></span>
</label> </label>
<label for="inception_type" style="position: relative;top: 31px;left: 17px;">Remuneration Pay By Leader</label> <label for="inception_type" style="position: relative;top: 31px;left: 17px;">Remuneration Pay By Leader</label>
</div> -->
<div class="form-group col-md-3 payby d-none">
<label for="remuneration_pay_by" class="mb-1">Remuneration Pay By</label>
<select id="bro_payable_by"name="bro_payable_by"class="form-control">
<option value="1">Pay By Leader</option>
<option value="0">Pay By Co-Insurers</option>
<option value="2">Pay By MIX</option>
</select>
</div> </div>
</div> </div>
@ -912,6 +921,20 @@
</select> </select>
</div> </div>
<div class="form-group col-md-3">
<label for="POS">POS</label>
<select class="form-control" id="pos_id" name="pos_id">
<option value="">Select POS</option>
<?php if (isset($pos_data)) { ?>
<?php foreach ($pos_data as $value) { ?>
<option value="<?= $value['id'];?>">
<?= $value['name']." - ". $value['pos_code'];?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
</div> </div>
</div> </div>
</div> </div>
@ -977,7 +1000,7 @@
<td>Co-Share %</td> <td>Co-Share %</td>
</tr> </tr>
<tr id="table_tr_36"> <tr id="table_tr_36">
<td>Non Commissional <br> Premium Amount</td> <td>Non-Commissionable <br> Premium Amount</td>
</tr> </tr>
<tr id="table_tr_4"> <tr id="table_tr_4">
<td>Base Premium</td> <td>Base Premium</td>
@ -1594,6 +1617,7 @@
$('#owner').select2(); $('#owner').select2();
$('#owner_branch').select2(); $('#owner_branch').select2();
$('#vehicle_no').select2(); $('#vehicle_no').select2();
$('#pos_id').select2();
var today = new Date(); var today = new Date();
var dob = flatpickr("#dob", { var dob = flatpickr("#dob", {
@ -1671,7 +1695,7 @@
$('#table_tr_34').show(); $('#table_tr_34').show();
$('#table_tr_37').show(); $('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required'); // $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
}else{ }else{
@ -1680,7 +1704,7 @@
$('#table_tr_34').hide(); $('#table_tr_34').hide();
$('#table_tr_37').hide(); $('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required"); // $("select[name='cd_ac_no_for_child[]']").removeAttr("required");
} }
@ -2010,7 +2034,7 @@
$('#table_tr_34').hide(); $('#table_tr_34').hide();
$('#table_tr_37').hide(); $('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required"); // $("select[name='cd_ac_no_for_child[]']").removeAttr("required");
}else{ }else{
@ -2018,7 +2042,7 @@
$('#table_tr_34').show(); $('#table_tr_34').show();
$('#table_tr_37').show(); $('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required'); // $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
} }
if(value == 8){ if(value == 8){
@ -2049,6 +2073,8 @@
let val = $(this).val(); let val = $(this).val();
let uniqueid = $(this).data('id'); let uniqueid = $(this).data('id');
let insurer = $('#follow_insurer_id_'+uniqueid).val() let insurer = $('#follow_insurer_id_'+uniqueid).val()
let policy_type_id = $('#policy_type_id').val();
let client_type = $('#client_type').val();
var client_id = $('#client_id').val() var client_id = $('#client_id').val()
var insurer_id = $('#follow_insurer_id_'+uniqueid).find('option:selected').attr('data-id'); var insurer_id = $('#follow_insurer_id_'+uniqueid).find('option:selected').attr('data-id');
@ -2099,6 +2125,27 @@
$('[id^="cd_current_balance_"]').show(); $('[id^="cd_current_balance_"]').show();
} }
if(policy_type_id > 7 || client_type == 1){
$('[name="cd_ac_no_for_child[]"]').removeAttr('onchange');
$('#cd_ac_no_' + uniqueid).attr('onchange', 'addCDAccountNumber(this); restrictCDACNO(this);');
if ($(this).is(':checked')) {
$('[name="cd_ac_no_for_child[]"]').each(function () {
$(this).prop('required', false).parsley().reset();
});
$('#cd_ac_no_' + uniqueid).prop('required', true).parsley().reset();
} else {
$('[name="cd_ac_no_for_child[]"]').each(function () {
$(this).prop('required', false).parsley().reset();
});
}
}
}); });
$(document).on('change', 'select[name="relationship[]"]', function() { $(document).on('change', 'select[name="relationship[]"]', function() {
@ -2141,6 +2188,7 @@
$(document).on('change', '[name="follow_insurer_id[]"]', function() { $(document).on('change', '[name="follow_insurer_id[]"]', function() {
let currentSelect = $(this);
let insurer = $(this).val(); let insurer = $(this).val();
let unique_id = $(this).data('count'); let unique_id = $(this).data('count');
let client_id = $('#client_id').val(); let client_id = $('#client_id').val();
@ -2154,8 +2202,24 @@
$('#insurer_id').val(insurer) $('#insurer_id').val(insurer)
if (!policy_type_id || !client_id) { if (!policy_type_id || !client_id) {
$(this).val('').select2(); $(this).val('').select2();
toastr.warning(!policy_type_id ? 'Please select the Policy Type' : 'Please select the Client', 'WARNING'); toastr.warning(!policy_type_id ? 'Please select the Policy Type' : 'Please select the Client', 'WARNING');
return false;
}
let isDuplicate = false;
$('[name="follow_insurer_id[]"]').not(currentSelect).each(function () {
if ($(this).val() === insurer) {
isDuplicate = true;
return false; // break loop
}
});
if (isDuplicate) {
$(this).val('').select2();
toastr.warning('Do not select the same insurer and branch again');
return false;
} }
}); });
@ -2352,8 +2416,7 @@
$('#serviced_by').val(res.data.serviced_by ?? '').change(); $('#serviced_by').val(res.data.serviced_by ?? '').change();
$('#base_cd_amount').val(res.data.base_cd_amount); $('#base_cd_amount').val(res.data.base_cd_amount);
$('#issuer_branch').val(res.data.issuer_branch); $('#issuer_branch').val(res.data.issuer_branch);
console.log('res.data.base_cd_amount', res.data.base_cd_amount); $('#pos_id').val(res.data.pos_id ?? '').change();
console.log('res.data.issuer_branch', res.data.issuer_branch);
// Additional form handling logic // Additional form handling logic
@ -2417,11 +2480,12 @@
} }
// Handle brokerage pay by // Handle brokerage pay by
if (res.data.bro_payable_by == 1) { // if (res.data.bro_payable_by == 1) {
$('#bro_payable_by').prop('checked', true); // $('#bro_payable_by').prop('checked', true);
} else { // } else {
$('#bro_payable_by').prop('checked', false); // $('#bro_payable_by').prop('checked', false);
} // }
$('#bro_payable_by').val(res.data.bro_payable_by);
// Policy transaction status handling // Policy transaction status handling
if (res.data.status == "completed") { if (res.data.status == "completed") {
@ -2457,7 +2521,7 @@
$('#client_branch_id').prop('required', false); $('#client_branch_id').prop('required', false);
$('#table_tr_34').hide(); $('#table_tr_34').hide();
$('#table_tr_37').hide(); $('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required"); // $("select[name='cd_ac_no_for_child[]']").removeAttr("required");
} else { } else {
$('#policyholdernamediv').hide(); $('#policyholdernamediv').hide();
@ -2465,7 +2529,7 @@
$('#client_branch_id').prop('required', true); $('#client_branch_id').prop('required', true);
$('#table_tr_34').show(); $('#table_tr_34').show();
$('#table_tr_37').show(); $('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required'); // $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
} }
//Vehicle File Upload Tab Hide And show //Vehicle File Upload Tab Hide And show
@ -2711,7 +2775,8 @@
let terrisom_premium = cotep; let terrisom_premium = cotep;
let tpTotal = cop + cotp + cotep; let tpTotal = cop + cotp + cotep;
if($('#bro_payable_by').is(':checked')){ // if($('#bro_payable_by').is(':checked')){
if($('#bro_payable_by').val() == 1){
tpTotal = bp + tp + tep; tpTotal = bp + tp + tep;
@ -2719,6 +2784,19 @@
third_part_premium = tp; third_part_premium = tp;
terrisom_premium = tep; terrisom_premium = tep;
}else if($('#bro_payable_by').val() == 2){
console.log("$('#bro_payable_by').val()", $('#bro_payable_by').val());
console.log("$('#co_share_type_' + input).is(':checked')", $('co_share_type_' + input).is(':checked'))
if($('#co_share_type_' + input).is(':checked')){
tpTotal = bp + tp + tep;
base_premium = bp;
third_part_premium = tp;
terrisom_premium = tep;
}
} }
if (!$('#cop_yes').is(':checked')) { if (!$('#cop_yes').is(':checked')) {
@ -2812,7 +2890,7 @@
let policy_type_id = $('#policy_type_id').val(); let policy_type_id = $('#policy_type_id').val();
if(policy_type_id > 7 && name == "base_premium[]"){ if(policy_type_id > 7 && name == "base_premium[]"){
checkCDAmountForBasePremium(input); // checkCDAmountForBasePremium(input);
}else{ }else{
console.log("First Skip the Ajax Call these are group policies"); console.log("First Skip the Ajax Call these are group policies");
} }
@ -3372,7 +3450,6 @@
$('input[name="co_ter_premium[]"]').addClass('readonly-select'); $('input[name="co_ter_premium[]"]').addClass('readonly-select');
$('#co_ter_premium_' + value).removeClass('readonly-select'); $('#co_ter_premium_' + value).removeClass('readonly-select');
$('[name="cd_ac_no_for_child[]"]').hide(); $('[name="cd_ac_no_for_child[]"]').hide();
$('[id^="cd_current_balance_"]').hide(); $('[id^="cd_current_balance_"]').hide();
@ -3382,7 +3459,6 @@
// $('input[name="cd_ac_no_for_child[]"]').addClass('readonly-select'); // $('input[name="cd_ac_no_for_child[]"]').addClass('readonly-select');
// $('#cd_ac_no_' + value).removeClass('readonly-select'); // $('#cd_ac_no_' + value).removeClass('readonly-select');
} }
} }
}); });
@ -4386,11 +4462,11 @@
if(policy_type_id == 1 || policy_type_id == 2 || policy_type_id == 3 || policy_type_id == 4 || policy_type_id == 5 || policy_type_id == 6 || policy_type_id == 7){ if(policy_type_id == 1 || policy_type_id == 2 || policy_type_id == 3 || policy_type_id == 4 || policy_type_id == 5 || policy_type_id == 6 || policy_type_id == 7){
$('#table_tr_34').hide(); $('#table_tr_34').hide();
$('#table_tr_37').hide(); $('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required"); // $("select[name='cd_ac_no_for_child[]']").removeAttr("required");
}else{ }else{
$('#table_tr_34').show(); $('#table_tr_34').show();
$('#table_tr_37').show(); $('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required'); // $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
} }
} }
@ -4468,13 +4544,13 @@
$('#owner_branch').prop('required', false); $('#owner_branch').prop('required', false);
$('#table_tr_34').hide(); $('#table_tr_34').hide();
$('#table_tr_37').hide(); $('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required"); // $("select[name='cd_ac_no_for_child[]']").removeAttr("required");
} else { } else {
$('.ownerbranchdiv').show(); $('.ownerbranchdiv').show();
$('#owner_branch').prop('required', true); $('#owner_branch').prop('required', true);
$('#table_tr_34').show(); $('#table_tr_34').show();
$('#table_tr_37').show(); $('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required'); // $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
} }
// console.log('selected Owner type', selectedClientType); // console.log('selected Owner type', selectedClientType);
@ -4767,7 +4843,7 @@
newCell = `<td><input type="text" class="right-align-input" id="non_comm_per_amt_${insurerCount}" name="non_comm_per_amt[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" class="right-align-input" id="non_comm_per_amt_${insurerCount}" name="non_comm_per_amt[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`;
break; break;
case 8: // Base Premium case 8: // Base Premium
newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" onchange="checkCDAmountForBasePremium(${insurerCount})" onkeypress="return onlyNumbers(event)"></td>`;
break; break;
case 9: // TP Premium case 9: // TP Premium
newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`;
@ -4912,7 +4988,7 @@
newCell = `<td><input type="text" class="right-align-input" id="non_comm_per_amt_${insurerCount}" name="non_comm_per_amt[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" class="right-align-input" id="non_comm_per_amt_${insurerCount}" name="non_comm_per_amt[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`;
break; break;
case 8: // Base Premium case 8: // Base Premium
newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" onchange="checkCDAmountForBasePremium(${insurerCount})" onkeypress="return onlyNumbers(event)"></td>`;
break; break;
case 9: // TP Premium case 9: // TP Premium
newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`;
@ -5458,10 +5534,12 @@
}); });
if(index != 0){ if(index != 0){
if(data.co_share_type != 0 && data.co_share_type != 1){ // if(data.co_share_type != 0 && data.co_share_type != 1){
let co_share_index = index + 1; // let co_share_index = index + 1;
select_leader_disable_premium_amt_in_edit(co_share_index); // select_leader_disable_premium_amt_in_edit(co_share_index);
} // }
select_leader_disable_premium_amt_in_edit();
} }
}); });

7
app/Views/report_bds.php
View File

@ -685,13 +685,16 @@ $(document).ready(function() {
var totalRewards = getTotal(24); var totalRewards = getTotal(24);
var totalIrda = getTotal(25); var totalIrda = getTotal(25);
var totalBilled = getTotal(26); var totalBilled = getTotal(26);
var totalRevenue = parseFloat(totalIrda) + parseFloat(totalRewards);
var totalUnbilled = getTotal(27); var totalUnbilled = getTotal(27);
var totalIrdaAmt = parseFloat(totalBilled) - parseFloat(totalRewards);
var totalRevenue = parseFloat(totalIrdaAmt) + parseFloat(totalRewards);
// Update the totals section above the table // Update the totals section above the table
$('#total_premium').text(totalPremium.toFixed(2)); $('#total_premium').text(totalPremium.toFixed(2));
$('#total_rewards').text(totalRewards.toFixed(2)); $('#total_rewards').text(totalRewards.toFixed(2));
$('#total_irda').text(totalIrda.toFixed(2)); // $('#total_irda').text(totalIrda.toFixed(2));
$('#total_irda').text(totalIrdaAmt.toFixed(2));
$('#total_revenue').text(totalRevenue.toFixed(2)); $('#total_revenue').text(totalRevenue.toFixed(2));
// $('#total_revenue').text(totalIrda.toFixed(2)); // $('#total_revenue').text(totalIrda.toFixed(2));
$('#total_billed').text(totalBilled.toFixed(2)); $('#total_billed').text(totalBilled.toFixed(2));