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CHANGE_BDS : RV

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This commit is contained in:
VENKATESHWARAN 2025-09-18 18:12:38 +05:30
parent 4536bc7f45
commit 11dd30597f
9 changed files with 975 additions and 294 deletions
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1
app/Config/Routes.php
View File

@ -690,6 +690,7 @@ $routes->group('test', function($routes) {
$routes->get('generatePDF', 'TestingController::generatePDF');
$routes->get('viewPDF', 'TestingController::viewPDF');
$routes->get('generate-pdf-view', 'TestingController::generatePDFWithView');
$routes->get('param/(:any)', 'TestingController::ptedfitdata/$1');
});
$routes->cli('cli/testcli', 'TestingController::testcli');

286
app/Controllers/ClientController.php
View File

@ -999,31 +999,52 @@ class ClientController extends AdminController
$data['client_id'] = $this->request->getPost('client_id');
$data['updated_by'] = get_session_userid();
$inserted = false;
// print_r($this->request->getPost()); die;
if ($this->request->getPost('head')) {
$data['user_id'] = $this->request->getPost('head');
$checkHead = $this->clientRMModel->checkExistenceOfClientRelation($id, $this->request->getPost('head'), 1);
if ($checkHead) {
$inserted = $this->clientRMModel->where('client_id', $id)->where('level', 1)->set($data)->update();
} else {
$data['level'] = "1";
$data['user_id'] = $this->request->getPost('head');
$inserted = $this->clientRMModel->insert($data);
}
$this->clientRMModel->where('client_id', $id)->where('level', 1)->delete();
$data['level'] = "1";
$data['user_id'] = $this->request->getPost('head');
$inserted = $this->clientRMModel->insert($data);
}
if ($this->request->getPost('manager')) {
$data['user_id'] = $this->request->getPost('manager');
$checkHead = $this->clientRMModel->checkExistenceOfClientRelation($id, $this->request->getPost('manager'), 2);
if ($checkHead) {
$inserted = $this->clientRMModel->where('client_id', $id)->where('level', 2)->set($data)->update();
} else {
$data['level'] = "2";
$data['user_id'] = $this->request->getPost('manager');
$inserted = $this->clientRMModel->insert($data);
}
$this->clientRMModel->where('client_id', $id)->where('level', 2)->delete();
$data['level'] = "2";
$data['user_id'] = $this->request->getPost('manager');
$inserted = $this->clientRMModel->insert($data);
}
// if ($this->request->getPost('head')) {
// $data['user_id'] = $this->request->getPost('head');
// $checkHead = $this->clientRMModel->checkExistenceOfClientRelation($id, $this->request->getPost('head'), 1);
// if ($checkHead) {
// $inserted = $this->clientRMModel->where('client_id', $id)->where('level', 1)->set($data)->update();
// } else {
// $data['level'] = "1";
// $data['user_id'] = $this->request->getPost('head');
// $inserted = $this->clientRMModel->insert($data);
// }
// }
// if ($this->request->getPost('manager')) {
// $data['user_id'] = $this->request->getPost('manager');
// $checkHead = $this->clientRMModel->checkExistenceOfClientRelation($id, $this->request->getPost('manager'), 2);
// if ($checkHead) {
// $inserted = $this->clientRMModel->where('client_id', $id)->where('level', 2)->set($data)->update();
// } else {
// $data['level'] = "2";
// $data['user_id'] = $this->request->getPost('manager');
// $inserted = $this->clientRMModel->insert($data);
// }
// }
if ($this->request->getPost('account_manager')) {
$this->clientRMModel->where('client_id', $id)->where('level', 3)->delete();
@ -4422,7 +4443,7 @@ class ClientController extends AdminController
// }
// }
public function createClientWithMinimalData()
public function createClientWithMinimalData2()
{
$postData = $this->request->getPost();
// print_r($postData); die;
@ -4474,7 +4495,74 @@ class ClientController extends AdminController
'name' => $postData['name'],
'mobile' => $postData['mobile'],
'email' => $postData['email'],
];
$this->levelContactModel->insert($contact_data);
}
}
return $this->respond([
'status' => true,
'data' => $postData,
'client_id' => $client_insert,
'branch_id' => $branch_insert ?? null,
'message' => 'Client created successfully'
], 200);
}
public function createClientWithMinimalData()
{
$postData = $this->request->getPost();
// print_r($postData); die;
$client_type = $postData['client_type'] ?? null;
if($client_type == 2){
$client_data = [
'client_type' => $postData['client_type'],
'client_name' => $postData['client_name'],
'email' => $postData['short_name'] ?? $postData['client_name'],
'phone' => $postData['mobile'],
'client_code' => generate_client_code()
];
$client_insert = $this->clientModel->insert($client_data);
}else if($client_type == 1){
$client_data = [
'client_type' => $postData['client_type'],
'client_name' => $postData['client_name'],
'short_name' => $postData['short_name'] ?? $postData['client_name'],
'client_code' => generate_client_code(),
'entity_type_id' => 2
];
$client_insert = $this->clientModel->insert($client_data);
}
if (!$client_insert) {
return $this->respond(['status' => false, 'message' => 'Failed to create client'], 200);
}
// Additional logic for non-individual clients (client_type != 2)
if ($client_type != 2) {
$unit[] = $postData['short_name'] . '-' . 001;
$branch_data = [
'client_id' => $client_insert,
'branch_name' => $postData['branch_name'],
'branch_code' => 001,
'gst' => $postData['gst'],
'units' => json_encode($unit) ?? null,
];
$branch_insert = $this->clientBranchModel->insert($branch_data);
if ($branch_insert) {
$contact_data = [
'ref_id' => $branch_insert,
'contact_type' => 'client',
'name' => $postData['name'],
'email' => $postData['email'],
];
$this->levelContactModel->insert($contact_data);
}
@ -4508,7 +4596,49 @@ class ClientController extends AdminController
$vehicle_insert = $this->vehicleModel->insert($data);
if ($vehicle_insert) {
$vehicles = $this->vehicleModel->where('is_active', 1)->findAll();
// $vehicles = $this->vehicleModel->where('is_active', 1)->findAll();
$vehicles = $this->vehicleModel->select('vehicle.*, clients.client_type')
->join('clients', 'clients.id=vehicle.owner')
->where('vehicle.is_active', 1)
->findAll();
return $this->respond([
'status' => true,
'vehicle_id' => $vehicle_insert,
'owner_id' => $data['owner'],
'owner_branch_id' => $data['branch_id'] ?? null,
'owner_type' => $data['Owner_type'],
'vehicles' => $vehicles,
'message' => 'Vehicle created successfully
'
], 200);
} else {
return $this->respond(['status' => false, 'message' => 'Failed to created vehicle'], 200);
}
}
}
public function createVehicleWithMinimalData2()
{
$data = $this->request->getPost();
if (isset($data['client_name']) && !empty($data['client_name'])) {
$this->clientModel->insert();
} else {
$vehicle_insert = $this->vehicleModel->insert($data);
if ($vehicle_insert) {
// $vehicles = $this->vehicleModel->where('is_active', 1)->findAll();
$vehicles = $this->vehicleModel->select('vehicle.*, clients.client_type')
->join('clients', 'clients.id=vehicle.owner')
->where('vehicle.is_active', 1)
->findAll();
return $this->respond([
'status' => true,
'vehicle_id' => $vehicle_insert,
@ -4604,6 +4734,68 @@ class ClientController extends AdminController
}
}
// public function get_client_policy_data_using_policy_no()
// {
// $received_data = $this->request->getGet();
// $policy_no = $this->request->getGet('policy_no');
// $client_id = $this->request->getGet('client_id');
// $client_branch_id = $this->request->getGet('client_branch_id');
// $policy_type_id = $this->request->getGet('policy_type_id');
// $client_type = $this->request->getGet('client_type');
// $data = $this->clientPolicyModel
// ->select("
// client_policy.*,
// policy_type.policy_type,
// clients.client_type,
// clients.client_name,
// DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
// DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
// ")
// ->join('clients', 'client_policy.client_id = clients.id')
// ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
// ->where('client_policy.policy_no', $policy_no)
// ->where('client_policy.is_active', 1)
// ->where('client_policy.policy_status', 1)
// ->first();
// if ($data) {
// if ($client_type == 1) {
// if ($data['client_id'] == $client_id && $data['client_branch_id'] == $client_branch_id) {
// if ($data['policy_type_id'] == $policy_type_id) {
// return $this->respond(['status' => true, 'data' => $data, 'code' => 200, 'received_data' => $received_data], 200);
// } else {
// $policy_type = $this->policyTypeModel->where('id', $policy_type_id)->first();
// $message = 'This policy number is mapped to the selected client with policy type: ' . (!empty($data['policy_type']) ? $data['policy_type'] : 'N/A') . '. You selected: ' . (!empty($policy_type['policy_type']) ? $policy_type['policy_type'] : 'N/A') . '. Please check.';
// return $this->respond(['status' => true, 'data' => $data, 'code' => 409, "message" => $message, 'received_data' => $received_data], 200);
// }
// } else {
// $message = 'This policy number is already linked to another client' . (!empty($data['client_name']) ? '. Client name : ' . $data['client_name'] : '') . '. Please check';
// return $this->respond(['status' => true, 'code' => 409, "message" => $message, 'received_data' => $received_data, 'db_data' => $data], 200);
// }
// } else {
// if ($data['client_id'] == $client_id) {
// if ($data['policy_type_id'] == $policy_type_id) {
// return $this->respond(['status' => true, 'data' => $data, 'code' => 200, 'received_data' => $received_data], 200);
// } else {
// $policy_type = $this->policyTypeModel->where('id', $policy_type_id)->first();
// $message = 'This policy number is mapped to the selected client with policy type: ' . (!empty($data['policy_type']) ? $data['policy_type'] : 'N/A') . '. You selected: ' . (!empty($policy_type['policy_type']) ? $policy_type['policy_type'] : 'N/A') . '. Please check.';
// return $this->respond(['status' => true, 'data' => $data, 'code' => 409, "message" => $message, 'received_data' => $received_data], 200);
// }
// } else {
// $message = 'This policy number is already linked to another client' . (!empty($data['client_name']) ? '. Client name : ' . $data['client_name'] : '') . '. Please check';
// return $this->respond(['status' => true, 'code' => 409, "message" => $message, 'received_data' => $received_data, 'db_data' => $data], 200);
// }
// }
// } else {
// return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200);
// }
// }
public function get_client_policy_data_using_policy_no()
{
$received_data = $this->request->getGet();
@ -4613,54 +4805,14 @@ class ClientController extends AdminController
$policy_type_id = $this->request->getGet('policy_type_id');
$client_type = $this->request->getGet('client_type');
$data = $this->clientPolicyModel
->select("
client_policy.*,
policy_type.policy_type,
clients.client_type,
clients.client_name,
DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
")
->join('clients', 'client_policy.client_id = clients.id')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
->where('client_policy.policy_no', $policy_no)
->where('client_policy.is_active', 1)
->where('client_policy.policy_status', 1)
->first();
$data = $this->policyTransactionModel
->where('is_active', 1)
->where('action_type', 'inception')
->where('policy_no', $policy_no)
->countAllResults();
if ($data) {
if ($client_type == 1) {
if ($data['client_id'] == $client_id && $data['client_branch_id'] == $client_branch_id) {
if ($data['policy_type_id'] == $policy_type_id) {
return $this->respond(['status' => true, 'data' => $data, 'code' => 200, 'received_data' => $received_data], 200);
} else {
$policy_type = $this->policyTypeModel->where('id', $policy_type_id)->first();
$message = 'This policy number is mapped to the selected client with policy type: ' . (!empty($data['policy_type']) ? $data['policy_type'] : 'N/A') . '. You selected: ' . (!empty($policy_type['policy_type']) ? $policy_type['policy_type'] : 'N/A') . '. Please check.';
return $this->respond(['status' => true, 'data' => $data, 'code' => 409, "message" => $message, 'received_data' => $received_data], 200);
}
} else {
$message = 'This policy number is already linked to another client' . (!empty($data['client_name']) ? '. Client name : ' . $data['client_name'] : '') . '. Please check';
return $this->respond(['status' => true, 'code' => 409, "message" => $message, 'received_data' => $received_data, 'db_data' => $data], 200);
}
} else {
if ($data['client_id'] == $client_id) {
if ($data['policy_type_id'] == $policy_type_id) {
return $this->respond(['status' => true, 'data' => $data, 'code' => 200, 'received_data' => $received_data], 200);
} else {
$policy_type = $this->policyTypeModel->where('id', $policy_type_id)->first();
$message = 'This policy number is mapped to the selected client with policy type: ' . (!empty($data['policy_type']) ? $data['policy_type'] : 'N/A') . '. You selected: ' . (!empty($policy_type['policy_type']) ? $policy_type['policy_type'] : 'N/A') . '. Please check.';
return $this->respond(['status' => true, 'data' => $data, 'code' => 409, "message" => $message, 'received_data' => $received_data], 200);
}
} else {
$message = 'This policy number is already linked to another client' . (!empty($data['client_name']) ? '. Client name : ' . $data['client_name'] : '') . '. Please check';
return $this->respond(['status' => true, 'code' => 409, "message" => $message, 'received_data' => $received_data, 'db_data' => $data], 200);
}
}
if ($data > 0) {
return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data], 200);
} else {
return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200);
}
@ -5259,7 +5411,7 @@ class ClientController extends AdminController
// ---------- EMP SERVICE CONTROLLER --------------------------------------------------------------------------------
$empServiceController = new EmployeeServiceController();
// $res = $empServiceController->excelFileFormatValidation(['file_id' => '865']);
$res = $empServiceController->excelFileFormatValidation(['file_id' => '2055']);
// $res = $empServiceController->excelFileDataValidation(['file_id' => '865']);
// $res = $empServiceController->employeesOnboardPreprocess(['file_id' => 726]);
// $res = $empServiceController->employeesOnboardProcess(['file_id' => 835]);
@ -5267,7 +5419,7 @@ class ClientController extends AdminController
// $res = $empServiceController->employeesSIEnhanceProcess(['file_id' => '978']);
// $res = $empServiceController->employeeDisembark(['file_id' => '1681']);
// $res = $empServiceController->employeesCorrectionProcess(['file_id' => '2033']);
// dd( $res);
dd( $res);
$EmployeeMultiEventServiceController = new EmployeeMultiEventServiceController();
// $res = $EmployeeMultiEventServiceController->constructMultiEventData(['file_id' => '1069']);

86
app/Controllers/PolicyTransactionController.php
View File

@ -36,6 +36,7 @@ use App\Models\BdsPlacementModel;
use Kint\Kint;
use App\Helpers\MailHelper;
use App\Helpers\ExcelSanitizeHelper;
use App\Models\NhanceBranchModel;
use Exception;
class PolicyTransactionController extends BaseController
@ -69,6 +70,7 @@ class PolicyTransactionController extends BaseController
protected $filesModel;
protected $coShareStmtDetailsModel;
protected $BdsPlacementModel;
protected $nhanceBranchModel;
public function __construct()
{
@ -100,6 +102,7 @@ class PolicyTransactionController extends BaseController
$this->filesModel = new FileModel();
$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
$this->BdsPlacementModel = new BdsPlacementModel();
$this->nhanceBranchModel = new NhanceBranchModel();
$this->invoiceStatus = [
'pending' => 'Pending',
'generated' => 'Generated',
@ -115,6 +118,7 @@ class PolicyTransactionController extends BaseController
// Static arrays for dropdowns
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
$data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
$data['policy_status'] = [
@ -255,6 +259,7 @@ class PolicyTransactionController extends BaseController
$id = $this->request->getPost('id');
$data = $this->preparePolicyData();
$data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
$data['issuer'] = 2;
$this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
@ -334,11 +339,8 @@ class PolicyTransactionController extends BaseController
$data['policy_with_corr'] = 1;
}
if (!isset($data['is_cd_reduce_from_bds'])) {
$data['is_cd_reduce_from_bds'] = 0;
} elseif ($data['is_cd_reduce_from_bds']) {
$data['is_cd_reduce_from_bds'] = 1;
}
$data['is_cd_reduce_from_bds'] = ($data['policy_type_id'] > 7 && $data['client_type'] === 1) ? 1 : 0;
if ($data['ct_type'] == "") {
$data['ct_type'] = 1;
@ -436,6 +438,11 @@ class PolicyTransactionController extends BaseController
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
}
if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
$policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
$this->cdCorrection($policy_data, $data['cd_amt_changed']);
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
$data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
@ -621,6 +628,30 @@ class PolicyTransactionController extends BaseController
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
}
private function cdCorrection($data, $amt)
{
$totalAmount = (int)($amt ?? 0);
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
$cdTransactionData = [
'amount' => abs($totalAmount),
'sub_type_id' => 4,
'client_id' => $data['client_id'],
'client_policy_id' => $data['client_policy_id'] ?? 0,
'endorsement_no' => null,
'cd_ac_no' => $data['cd_ac_no'] ?? null,
'insurer_id' => $data['insurer_id'],
'description' => $description,
'transaction_type' => $totalAmount < 0 ? 'Credit' : 'Debit',
'updated_by' => get_session_userid(),
'event_name' => 'inception',
'is_active' => 1,
'cd_ac_pk' => $data['cd_ac_pk']
];
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
}
private function processInsertIndividualMemberInEmpTable($data)
{
// print_r($data);
@ -753,31 +784,6 @@ class PolicyTransactionController extends BaseController
->where('policy_transaction.is_active', 1)
->first();
// $data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_issue_date']))
// : null;
// $data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_start_date']))
// : null;
// $data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_end_date']))
// : null;
// $data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '')
// ? date('d/m/Y', strtotime($data['renewal_date']))
// : null;
// $data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '')
// ? date('d/m/Y', strtotime($data['rollover_date']))
// : null;
// $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '')
// ? date('M/Y', strtotime($data['month']))
// : null;
$data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
? date('d/m/Y h:i:s A', strtotime($data['created_at']))
: null;
@ -821,8 +827,6 @@ class PolicyTransactionController extends BaseController
$data['month'] = null;
}
// print_r($data); die;
$data['renewal_policy'] = $this->clientPolicyModel
@ -833,7 +837,6 @@ class PolicyTransactionController extends BaseController
->where('client_policy.is_active', 1)
->findAll();
$data['base_policy_data'] = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
@ -843,6 +846,16 @@ class PolicyTransactionController extends BaseController
->where('client_policy.is_active', 1)
->findAll();
$pt_bp_amt = $this->PTCOShareDetailsModel
->select('bp_amt')
->where('pt_id', $id)
->where('co_share_type', 1)
->where('is_active', 1)
->first();
// dd(db_connect()->getLastQuery() ,$pt_bp_amt);
$data['base_cd_amount'] = $pt_bp_amt['bp_amt'] ?? null;
$ptFileQuery = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
@ -999,7 +1012,7 @@ class PolicyTransactionController extends BaseController
->findAll();
// print_r( $data['pt_co_share_details']); die;
// return $data;
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
@ -1059,8 +1072,8 @@ class PolicyTransactionController extends BaseController
// !dd($this->getEndorsementDataForEdit(17));
$data['page_name'] = 'Endorsement';
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
$data['policy_status'] = [
@ -1242,7 +1255,8 @@ class PolicyTransactionController extends BaseController
if (!$data['id']) {
$data += [
'issuer' => $issue_type['issuer'] ?? null,
'issuer' => 2,
'issuer_branch' => $data['issuer_branch'] ?? 1,
'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
'policy_type_id' => $issue_type['policy_type_id'] ?? null,
'issue_type' => $issue_type['issue_type'] ?? null,

77
app/Controllers/TestingController.php
View File

@ -4,6 +4,7 @@ namespace App\Controllers;
use App\Controllers\BaseController;
use App\Models\EmployeePolicyModel;
use App\Models\InsurerBranchModel;
use CodeIgniter\HTTP\ResponseInterface;
use CodeIgniter\API\ResponseTrait;
use Dompdf\Dompdf;
@ -236,4 +237,80 @@ class TestingController extends BaseController
->findAll();
}
public function ptedfitdata($id){
$policy_transaction = new PolicyTransactionController();
$data = $policy_transaction->getInceptionDataForEdit($id);
// dd($data);
$insurerBranchModel = new InsurerBranchModel();
$insurer_branch = $insurerBranchModel->getInsurerBranchesWithInsurerNames();
$dataArray = $data['pt_co_share_details']; // Example
$cd_ac_pk = 'CD12345';
$role_id = 1;
$team_id = ['6'];
$insurer_branch = $insurer_branch;
return view('pt_calc_table', [
'dataArray' => $dataArray,
'cd_ac_pk' => $cd_ac_pk,
'role_id' => $role_id,
'team_id' => $team_id,
'insurer_branch' => $insurer_branch
]);
}
function generateInsurerTable($dataArray, $cd_ac_pk, $role_id, $team_id, $insurer_branch)
{
$html = '<table id="insurerTable" class="table table-bordered"><tbody>';
foreach ($dataArray as $index => $data) {
$disable_td = ($data['record_count'] > 0) ? 'readonly-select' : '';
$insurer = $data['insurer_branch_id'] . '-' . $data['insurer_id'];
$html .= '<tr id="table_tr_' . ($index + 1) . '">';
// Insurer selection
$html .= '<td><select class="form-control follow_insurer ' . $disable_td . '" name="follow_insurer_id[]">';
$html .= '<option value="">Select Insurer</option>';
foreach ($insurer_branch as $value) {
$selected = ($insurer == ($value['id'] . '-' . $value['insurer_id'])) ? 'selected' : '';
$html .= '<option value="' . $value['id'] . '-' . $value['insurer_id'] . '" ' . $selected . '>'
. $value['insurer_name'] . '-' . $value['branch_code'] . '</option>';
}
$html .= '</select></td>';
// Leader toggle
$checked = ($data['co_share_type'] == 1) ? 'checked' : '';
$html .= '<td><input type="checkbox" class="' . $disable_td . '" name="co_share_type[]" ' . $checked . '></td>';
// CD Account
$html .= '<td><select class="form-control follow_insurer_cd ' . $disable_td . '" name="cd_ac_no_for_child[]">';
$html .= '<option value="">Select CD No</option>';
$html .= '<option value="add_cd">+ Add CD No</option>';
if ($cd_ac_pk) {
$html .= '<option value="' . $cd_ac_pk . '" selected>' . $cd_ac_pk . '</option>';
}
$html .= '</select></td>';
// CD Amount
$html .= '<td><input type="text" readonly value="' . htmlspecialchars($data['cd_amount'] ?? '') . '"></td>';
// Example of follower policy no
$html .= '<td><input type="text" class="' . $disable_td . '" value="' . htmlspecialchars($data['follower_policy_no']) . '"></td>';
// Add other fields (bp_amt, tp_amt, gst, etc.)
$html .= '<td><input type="text" class="' . $disable_td . '" value="' . htmlspecialchars($data['bp_amt']) . '"></td>';
$html .= '<td><input type="text" class="' . $disable_td . '" value="' . htmlspecialchars($data['tp_amt']) . '"></td>';
$html .= '<td><input type="text" class="' . $disable_td . '" value="' . htmlspecialchars($data['tep_amt']) . '"></td>';
$html .= '<td><input type="hidden" name="co_share_id[]" value="' . htmlspecialchars($data['id']) . '"></td>';
$html .= '</tr>';
}
$html .= '</tbody></table>';
return $html;
}
}

6
app/Helpers/excel_util_helper.php
View File

@ -305,10 +305,12 @@ if (!function_exists('check_si')) {
if (!function_exists('check_basic_pay')) {
function check_basic_pay($row, $policy_terms, $slab_details)
{
{
// dd($row, $policy_terms, $slab_details);
if ($row['current_action'] != null && in_array(strtoupper($row['current_action']), ['I', 'A', 'DA', 'MI'])) // check rule only of action column data available
{
$is_basic_pay_needed = $slab_details['grid_master']['basicpay'];
// $is_basic_pay_needed = $slab_details['grid_master']['basicpay'];
$is_basic_pay_needed = ($slab_details['grid_master']['basicpay'] == 1 && $slab_details['slab_rates'][0]['si_or_bp'] == 2 && $slab_details['slab_rates'][0]['basic_pay'] != null) ? 1 : 0;
// $is_basic_pay_needed = true;
$slug = \Config\Services::slug();
$relationship = $slug->slugify($row[5]);

51
app/Models/NhanceBranchModel.php Normal file
View File

@ -0,0 +1,51 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class NhanceBranchModel extends Model
{
protected $table = 'nhance_branch';
protected $primaryKey = 'id';
protected $allowedFields = [
"id",
"branch_name",
"created_by",
"updated_by",
"is_active",
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
return $data;
}
}

1
app/Models/PolicyTransactionModel.php
View File

@ -15,6 +15,7 @@ class PolicyTransactionModel extends Model
protected $allowedFields = [
'id',
'issuer',
'issuer_branch',
'client_id',
'client_branch_id',
'insurer_id',

730
app/Views/policy_transaction_inception_form.php
View File

@ -162,8 +162,7 @@
>Back</a>
</div>
</div>
<form role="form" class="parsley-examples" method="post" id="inception_form_id"
enctype="multipart/form-data">
<form role="form" class="parsley-examples" method="post" id="inception_form_id" enctype="multipart/form-data">
<input type="hidden" name="id" id="policy_tranction_primarykey">
<input type="hidden" name="client_policy_id" id="client_policy_id">
@ -173,10 +172,13 @@
<input type="hidden" name="ct_type" id="ct_type">
<input type="hidden" name="remove_pt_co_id" id="remove_pt_co_id" >
<input type="hidden" name="issuer" id="issuer" value="2">
<input type="hidden" name="base_cd_amount" id="base_cd_amount">
<input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
<!-- <input type="hidden" id="cd_ac_no_for_edit"> -->
<input type="hidden" id="premium_details_unique_id">
<input type="hidden" id="policy_tranction_policy_number">
<input type="hidden" id="pt_form_sumbit_handler" value="1">
<!-- Client Row -->
<div class="row">
@ -264,6 +266,19 @@
</select>
</div> -->
<div class="form-group col-md-3">
<label for="client_branch">Issuer Branch<span class="text-danger">*</span></label>
<select class="form-control" id="issuer_branch" name="issuer_branch" required>
<option value="">Select Issuer Branch</option>
<?php
if (isset($issuer_branch) && count($issuer_branch)) {
foreach ($issuer_branch as $key => $value) {
echo "<option value=" . $value['id'] . ">" . $value['branch_name'] . "</option>";
}
}
?>
</select>
</div>
</div>
</div>
</div>
@ -272,6 +287,13 @@
</div>
</div>
<div class="row" id="vehicle_row_div">
</div>
<!-- Client Section -->
<div class="row" id="client_row_div">
</div>
<!-- Pre sales Row -->
<div class="row">
<div class="col-md-12">
@ -368,9 +390,8 @@
<input id="ref" value="" type="text" class="form-control" name="ref">
</div>
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="ppteam">PP Team</label>
<!-- <input id="ppteam" type="text" class="form-control" name="ppteam"> -->
<select class="form-control" id="ppteam" name="ppteam">
<option value="">Select PP Team</option>
<?php if (isset($ppTeamsData)) { ?>
@ -381,15 +402,14 @@
<?php } ?>
<?php } ?>
</select>
</div> -->
</div>
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="remark">Remarks</label>
<textarea id="remark" class="form-control" name="remarks" rows="1"></textarea>
</div>
</div> -->
<div class="form-group col-md-6">
<!-- <div class="form-group col-md-6">
<label for="listed_insurers">Shortlisted Insurers</label>
<select class="form-control" id="listed_insurers" name="listed_insurers" multiple>
<option value=""></option>
@ -399,7 +419,7 @@
</option>
<?php } ?>
</select>
</div>
</div> -->
</div>
<hr>
@ -432,16 +452,16 @@
<input id="fund_received" value="" type="text" class="form-control" name="fund_received">
</div> -->
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label class="switch" style="position: relative;top: 32px;left: 20px;">
<input id="policy_with_corr" type="checkbox" name="policy_with_corr">
<span class="slider round" style="height: 27px;"></span>
</label>
<label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
</div>
</div> -->
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label class="switch" style="position: relative;top: 32px;left: 20px;">
<input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
<span class="slider round" style="height: 27px;"></span>
@ -449,7 +469,7 @@
<label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;"> Make Entry in CD &nbsp;&nbsp; <i class="mdi mdi-information-outline info-icon" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI, CD transaction from CRM )"></i>
</label>
</div>
</div> -->
<!-- <div class="form-group col-md-3 current_date" style="display: none;">
<label for="bp_igst">Process Start Date</label>
@ -544,10 +564,10 @@
<input id="installment_data" class="form-control" name="installment_data">
</div>
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="spl">SPL</label>
<input id="spl" value="" type="text" class="form-control" name="spl">
</div>
</div> -->
<div class="form-group col-md-2">
@ -573,10 +593,10 @@
<hr>
<div class="row">
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="location">Location<span id="base_danger"class="text-danger"></span></label>
<input type="text" class="form-control" id="location" name="location"placeholder="Enter location" >
</div>
</div> -->
<div class="form-group col-md-3">
<label for="renewal_date">Renewal Date<span id="base_danger"
@ -810,8 +830,6 @@
</div>
<!-- end form row -->
<?php include("newClientModal.php") ?>
<!-- Vehicle form content modal-->
<div class="modal fade" id="vehicle_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
<div class="modal-dialog modal-dialog-centered">
@ -1175,11 +1193,6 @@ let isVehicleFormSubmitting = false;
var insurer_count_array = [];
$(document).ready(function(){
// $('#upload_enrollment_model').modal({
// backdrop: 'static',
// keyboard: false
// })
document.getElementById('vehicle_form').addEventListener('reset', function(event) {
console.log('vehicle_form reset called', event.type);
@ -1337,16 +1350,16 @@ $(document).ready(function(){
var val = $(this).val()
var selectedOption = $(this).find('option:selected');
var client_id = selectedOption.data('cid')
var branch_id = selectedOption.data('bid')
var client_type = selectedOption.data('cty')
var client_id = selectedOption.data('cid');
var branch_id = selectedOption.data('bid');
var client_type = selectedOption.data('cty');
console.log(client_id)
console.log(branch_id)
console.log(client_type)
console.log(client_id);
console.log(branch_id);
console.log(client_type);
$('#client_id').val(client_id).change()
$('#client_type').val(client_type)
$('#client_id').val(client_id).change();
$('#client_type').val(client_type);
if(client_type == 1){
@ -1358,21 +1371,27 @@ $(document).ready(function(){
$('#table_tr_34').show();
$('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
}else{
$('.branchdiv').hide()
$('#client_branch_id').prop('required', false);
$('#table_tr_34').hide();
$('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required");
}
if(val == 'add_vehicle'){
$('#modal_vehicle_no').val('');
var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
myModal.show();
// var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
// myModal.show();
$(this).val('').select2();
// $(this).val('').select2();
appendVehicleForm();
}
})
@ -1467,6 +1486,8 @@ $(document).ready(function(){
$('#client_type').val('');
$('#client_id').val('').select2();
$('#client_branch_id').val('').select2();
$('#vehicle_row_div').empty();
$('#client_row_div').empty();
var client_type = $('#client_type').val();
var value = $(this).val();
@ -1489,7 +1510,6 @@ $(document).ready(function(){
// console.log('ITEP:', itep);
var client_type_id = $('#client_type').val() ?? 1;
var is_co_pay_yes = $('#cop_yes').prop('checked') ? 1 : 0;
@ -1554,6 +1574,7 @@ $(document).ready(function(){
$('#client_id').addClass('readonly-select ').select2('destroy');
$('#client_branch_id').addClass('readonly-select ').select2('destroy');
}else{
$('#vehicle_no').val("").select2();
$('#vhnodiv').hide();
$('#client_type_div').show();
$('#hide_vehicle_tab').hide();
@ -1576,8 +1597,6 @@ $(document).ready(function(){
$('#client_type option[value="2"]').show();
}
if(value == 1 || value == 2 || value == 3 || value == 4 || value == 5 || value == 38 || value == 40){
$('#tpa_div').hide();
}else{
@ -1599,9 +1618,20 @@ $(document).ready(function(){
}
if(value == 1 || value == 2 || value == 3 || value == 4 || value == 5 || value == 6 || value == 7){
$('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false)
$('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false);
$('#table_tr_34').hide();
$('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required");
}else{
$('#is_cd_reduce_from_bds').prop('disabled',false)
$('#is_cd_reduce_from_bds').prop('disabled',false);
$('#table_tr_34').show();
$('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
}
});
@ -1754,8 +1784,6 @@ function getPolicyTransactionDataForEdit(input) {
$('#other_docs').append(res.data.client_kyc_other_table);
// Setting values to correct fields
$('#policy_tranction_primarykey').val(res.data.id);
$('#client_policy_id').val(res.data.client_policy_id);
@ -1823,9 +1851,9 @@ function getPolicyTransactionDataForEdit(input) {
}, 1000);
}
if (res.data.listed_insurers) {
selectListedInsurers(res.data.listed_insurers);
}
// if (res.data.listed_insurers) {
// selectListedInsurers(res.data.listed_insurers);
// }
if (res.data.pt_co_share_details && res.data.pt_co_share_details.length > 0) {
$('#tab_content').empty();
@ -1886,6 +1914,11 @@ function getPolicyTransactionDataForEdit(input) {
// $('.current_date').show();
$('#sales_generated_by').val(res.data.sales_generated_by ?? '').change();
$('#serviced_by').val(res.data.serviced_by ?? '').change();
$('#base_cd_amount').val(res.data.base_cd_amount);
$('#issuer_branch').val(res.data.issuer_branch);
console.log('res.data.base_cd_amount', res.data.base_cd_amount);
console.log('res.data.issuer_branch', res.data.issuer_branch);
// Additional form handling logic
if (res.data.issue_type == 2) {
@ -3237,7 +3270,6 @@ function convertMonthYearToMySQLDate(dateString) {
return '';
}
$("#inception_form_id").submit(function(event) {
event.preventDefault();
@ -3245,6 +3277,7 @@ $("#inception_form_id").submit(function(event) {
var isValid = $('#inception_form_id').parsley().validate();
var client_type_id = $('#client_type').val();
var policy_status = $('#policy_status').val();
var pt_form_sumbit_handler = $('#pt_form_sumbit_handler').val();
if (!isValid) {
$('#inception_form_id').find('input, select, textarea').each(function() {
@ -3256,6 +3289,10 @@ $("#inception_form_id").submit(function(event) {
return;
}
if(pt_form_sumbit_handler == 0){
toastr.warning('Base premium greater than CD Amount', 'WARNING');
return;
}
if(client_type_id == 1 && policy_status == 'completed'){
@ -3401,109 +3438,6 @@ $("#inception_form_id").submit(function(event) {
});
});
// $("#client_form").submit(function(event) {
// let form_type = $(this).data('id') || 0;
// console.log('onsubmit event', this)
// console.log('onsubmit event get data value',form_type)
// console.log('client_type', $('#client_type').val());
// event.preventDefault();
// $('#aadhar').attr('data-parsley-required', 'false');
// $('#aadhar').removeAttr('required');
// isClientFormSubmitting = true;
// var isValid = $('#client_form').parsley().validate();
// if (!isValid) {
// console.log('Form is Empty', 'Warning');
// return ;
// }
// form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
// $('.loader').fadeIn();
// $('.loader-mask').fadeIn();
// var client_type = $('#client_type').val() || $('#Owner_type').val();
// console.log('client_type:', client_type);
// //FORM Data
// var formData = new FormData($('#client_form')[0]);
// formData.append('client_type', client_type);
// $.ajax({
// data:formData,
// url: form_action,
// type: "POST",
// dataType: 'json',
// processData: false,
// contentType: false,
// success: function(res) {
// $('.loader').fadeOut();
// $('.loader-mask').delay(350).fadeOut('slow');
// console.log('create_Client_With_Minimal_Data', res)
// if(res.status == true){
// getClientAndBranchAndPolicy(res.client_id, res.branch_id);
// if(form_type != 1){
// setTimeout(function(){
// $('#client_id').val(res.client_id).change();
// setTimeout(function(){
// $('#client_branch_id').val(res.branch_id).change();
// }, 1000)
// }, 2000)
// }else{
// setTimeout(function(){
// $('#owner').val(res.client_id).change();
// $('#owner_branch').val(res.branch_id).change();
// $('.loader').fadeOut();
// $('.loader-mask').delay(350).fadeOut('slow');
// }, 2000)
// }
// toastr.success(res.message, 'Success');
// }else{
// toastr.error(res.message, 'Error');
// }
// $('#client_form')[0].reset();
// $('.close').click();
// if(form_type == 1){
// var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
// myModal.show();
// $('#client_form').removeAttr('data-id');
// // Load form data into #vehicle_form from localStorage
// setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
// }
// isClientFormSubmitting = false;
// },
// error: function (xhr, status, error) {
// console.error(xhr.responseText);
// console.error(status, error);
// $('.loader').fadeOut();
// $('.loader-mask').delay(350).fadeOut('slow');
// }
// });
// });
$("#vehicle_form").submit(function(event) {
event.preventDefault();
@ -3555,6 +3489,17 @@ $("#vehicle_form").submit(function(event) {
$('.branchdiv').hide()
$('#client_branch_id').prop('required', false);
}
// if(res.owner_type == 2){
// $('#table_tr_34').hide();
// $('#table_tr_37').hide();
// $("select[name='cd_ac_no_for_child[]']").removeAttr("required");
// }else{
// $('#table_tr_34').show();
// $('#table_tr_37').show();
// $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
// }
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, 2000)
@ -3694,6 +3639,9 @@ $('#cop_yes').change(function() {
$('#client_type').change(function() {
let policy_type_id = $('#policy_type_id').val();
console.log("client_policy_type_id", policy_type_id);
if ($(this).val() == 2) {
if($('#policy_type_id').val() == 8){
$('#policyholdernamediv').hide();
@ -3744,6 +3692,7 @@ $('#client_type').change(function() {
$('#table_tr_34').hide();
$('#table_tr_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required");
} else {
@ -3769,9 +3718,15 @@ $('#client_type').change(function() {
$('#owner_branch').prop('required', true);
$('#table_tr_34').show();
$('#table_tr_37').show();
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_37').hide();
$("select[name='cd_ac_no_for_child[]']").removeAttr("required");
}else{
$('#table_tr_34').show();
$('#table_tr_37').show();
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
}
}
$('[name="standard_bp[]"]').val(std_bp);
@ -4034,22 +3989,6 @@ $('#policy_no').change(function(){
}
});
// $('.follow_insurer_cd').on('change', function(){
// const selectedValue = $(this).val();
// const unique_id = $(this).data('count');
// let leader = $('#co_share_type_' + unique_id).is(':checked');
// console.log('leader', leader);
// console.log('selectedValue', selectedValue);
// console.log('unique_id', unique_id);
// if (!leader) {
// $(this).val('');
// toastr.warning('Please select the Leader.', 'WARNING!');
// }
// });
$('.close').on('click', function(){
$('#client_form')[0].reset();
$('#vehicle_form')[0].reset();
@ -4128,7 +4067,7 @@ function addInsurerColumn() {
newCell = `<td><input type="text" class="right-align-input" id="non_comm_per_amt_${insurerCount}" name="non_comm_per_amt[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 7: // Base Premium
newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="" onkeypress="return onlyNumbers(event)" onchange="checkCDAmountForBasePremium(this);"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="" onkeypress="return onlyNumbers(event)" onkeyup="checkCDAmountForBasePremium(this);"></td>`;
break;
case 8: // TP Premium
newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="" onkeypress="return onlyNumbers(event)"></td>`;
@ -4828,14 +4767,30 @@ function checkCDAmountForBasePremium(input) {
let client_type = $('#client_type').val();
console.log('client type', client_type);
if(client_type == 1){
let current_bp_amt = $('#base_cd_amount').val() ?? 0;
console.log('current_bp_amt', current_bp_amt);
let base_premium = $(input).val();
console.log("base_premium:", base_premium);
let base_premium = $(input).val();
console.log("base_premium:", base_premium);
let differnce_bp_amt = 0;
if (base_premium === current_bp_amt) {
differnce_bp_amt = 0;
} else {
differnce_bp_amt = base_premium - current_bp_amt;
console.log("differnce_bp_amt 1:", differnce_bp_amt);
}
console.log("differnce_bp_amt:", differnce_bp_amt);
console.log("base_premium:", base_premium);
if(client_type == 1){
// Extract increment value from input ID
let input_id = input.id;
console.log("input_id:", input_id);
let increment = input_id.split("_").pop();
console.log("increment:", increment);
@ -4864,9 +4819,17 @@ function checkCDAmountForBasePremium(input) {
if (response.status) {
if (!response.base_premium_greater_than_balance) {
console.log('Base premium is less than or equal to CD balance:', 'SUCCESS');
if(differnce_bp_amt !== 0){
$('#cd_amt_changed').prop('disabled', false).val(differnce_bp_amt);
}else{
$('#cd_amt_changed').prop('disabled', true).val("");
}
$('#pt_form_sumbit_handler').val(1);
} else {
toastr.warning('Base premium greater than CD Amount', 'WARNING');
$(input).val("0")
$('#cd_amt_changed').prop('disabled', true).val("");
$('#pt_form_sumbit_handler').val(0);
// $(input).val("0")
}
} else {
toastr.error(response.message || 'Unable to fetch data', 'ERROR');
@ -4969,4 +4932,423 @@ $('#new_vehicle_switch').change(function () {
});
// ---------------------------------------------------------------------------------------------------------------
function toggleClient(input) {
let btn = $("#vehicle_client_btn");
// if (btn.text().trim() === "New Client") {
// btn.text("Existing Client");
// console.log("✅ Switched to Existing Client");
// $('.new_client').show();
// $('.old_client').hide();
// $(".old_client").find("select, input, textarea").val("").prop("required", false);
// $(".new_client").find("select, input, textarea").val("").prop("required", true);
// $('#owner').select2();
// $('#owner_branch').select2();
// } else {
// btn.text("New Client");
// console.log("✅ Switched to New Client");
// $('.new_client').hide();
// $('.old_client').show();
// $(".old_client").find("select, input, textarea").prop("required", true);
// $(".new_client").find("select, input, textarea").val("").prop("required", false);
// $('#owner').select2();
// $('#owner_branch').select2();
// }
if($(input).is(":checked")){
$('.new_client').show();
$('.old_client').hide();
$(".old_client").find("select, input, textarea").val("").prop("required", false);
$(".new_client").find("select, input, textarea").val("").prop("required", true);
$('#owner').select2();
$('#owner_branch').select2();
}else {
$('.new_client').hide();
$('.old_client').show();
$(".old_client").find("select, input, textarea").prop("required", true);
$(".new_client").find("select, input, textarea").val("").prop("required", false);
$('#owner').select2();
$('#owner_branch').select2();
}
}
function removeVehicleForm(){
$('#vehicle_row_div').empty();
}
function removeClientForm(){
$('#client_row_div').empty();
}
function getVehicleFormData() {
console.log("🔹 Collecting Vehicle Form Data...");
let vhno = $('#modal_vehicle_no').val();
let rc = $('#rc').val();
if (vhno === "" && rc === "") {
toastr.warning("Please enter any one of these: Vehicle No or Chassis No", "WARNING");
}
var isValid = $('#vehicle_form_row_div').parsley().validate();
if (!isValid) {
console.log("❌ Validation failed for Vehicle Form section");
return false;
}
let data = {};
$("#vehicle_form_row_div").find("input, select, textarea").each(function () {
let name = $(this).attr("name");
let value = $.trim($(this).val());
if (name) {
data[name] = value;
console.log("✅ Added field:", name, "=", value);
}
});
console.log("📌 Final Data Object:", data);
let url = '<?= base_url("util/createVehicleWithMinimalData"); ?>';
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', data, function(response) {
console.log('Data fetched successfully:', response);
if (response.status == true) {
toastr.success(response.message, 'SUCCESS');
} else {
toastr.warning(response.message, 'WARNING');
}
$('#client_row_div').empty();
$('#vehicle_row_div').empty();
}, function(xhr, status, error) {
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while checking the CD amount.', 'ERROR');
});
}
function getClientFormData() {
let client_type = $('#client_type').val();
console.log("🔹 Collecting Client Form Data...");
var isValid = $('#client_form_row_div').parsley().validate();
if (!isValid) {
console.log("❌ Validation failed for Client Form section");
return false;
}
let data = {};
$("#client_form_row_div").find("input, select, textarea").each(function () {
let name = $(this).attr("name");
let value = $.trim($(this).val());
if (name) {
data[name] = value;
console.log("✅ Added field:", name, "=", value);
}
});
data["client_type"] = client_type;
console.log("📌 Final Data Object:", data);
let url = '<?= base_url("util/createClientWithMinimalData"); ?>';
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', data, function(response) {
console.log('Data fetched successfully:', response);
if (response.status == true) {
toastr.success(response.message, 'SUCCESS');
} else {
toastr.warning(response.message, 'WARNING');
}
$('#client_row_div').empty();
$('#vehicle_row_div').empty();
}, function(xhr, status, error) {
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while checking the CD amount.', 'ERROR');
});
}
function appendVehicleForm(){
$('#vehicle_row_div').empty();
let html = `
<div class="col-md-12">
<div class="form-section">
<div id="vehicle_form_row_div" data-parsley-validate>
<h4 class="m-1">
Add New Vehicle
<a class="text-dark float-right" aria-expanded="true">
<i class="mdi mdi-close" style="font-size: 28px;" onclick="removeVehicleForm()"></i>
</a>
</h4>
<div class="row">
<div class="form-group col-md-3 mt-3">
<!-- <label for="vehicle_client_btn">Client</label> -->
<input id="vehicle_client_btn" type="checkbox" name="new_vehicle" value="1" data-toggle="toggle" data-off="Existing Client" data-on="Add Client" data-onstyle="info" data-offstyle="primary" data-style="border" data-width="218" onchange="toggleClient(this)">
</div>
<div class="form-group col-md-3">
<label for="modal_vehicle_no">Vehicle No</label>
<input type="text" class="form-control" id="modal_vehicle_no" name="vehicle_no"
placeholder="Enter Vehicle No"
onchange="validateInput(this, 'vehicle', 'vehicle_no')">
</div>
<div class="form-group col-md-3">
<label for="rc">Chassis No</label>
<input type="text" class="form-control" id="rc" name="rc"
placeholder="Enter Chassis No"
onchange="validateInput(this, 'vehicle', 'rc')">
</div>
<div class="form-group col-md-3">
<label for="type">Type <span class="text-danger">*</span></label>
<select class="form-control" id="type" name="type" required>
<option value="">Select Type</option>
<?php
if (isset($vehicle_type) && count($vehicle_type)) {
foreach ($vehicle_type as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['vehicle_type'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3 old_client">
<label for="owner">Owner Name <span class="text-danger">*</span></label>
<select class="form-control" id="owner" name="owner" required>
<option value="">Select Owner</option>
</select>
</div>
<div class="form-group col-md-3 old_client">
<label for="owner_branch">Branch <span class="text-danger">*</span></label>
<select class="form-control" id="owner_branch" name="branch_id">
<option value="">Select Branch</option>
</select>
</div>
<div class="form-group col-md-3 new_client" style="display: none;">
<label for="client_name">Client Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="client_name" name="client_name">
</div>
<div class="form-group col-md-3 group_client new_client" style="display: none;">
<label for="short_name">Client Short Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="short_name" name="short_name"
onkeyup="validateInputForClient(this, 'clients', 'short_name')">
</div>
<div class="form-group col-md-3 group_client new_client" style="display: none;">
<label for="branch_name">Branch Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="branch_name" name="branch_name">
</div>
<div class="form-group col-md-3 group_client new_client" style="display: none;">
<label for="contact_name">Contact Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="contact_name" name="name">
</div>
<div class="form-group col-md-3 new_client" style="display: none;">
<label for="email">Email <span class="text-danger">*</span></label>
<input type="email" class="form-control" id="email" name="email"
placeholder="Enter Email">
</div>
<div class="form-group col-md-3 new_client" style="display: none;">
<label for="mobile">Mobile <span class="text-danger">*</span></label>
<input type="number" class="form-control" id="mobile" name="mobile"
placeholder="Enter Mobile">
</div>
<div class="form-group col-md-3 group_client new_client" style="display: none;">
<label for="gst">GST <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="gst" name="gst"
placeholder="Enter GST Number"
oninput="validateInputForClient(this, 'client_branch', 'gst')">
</div>
</div> <!-- /.row -->
<div class="row">
<div class="col-md-12 text-right m-b-0">
<a class="btn btn-primary waves-effect waves-light mr-1"
onclick="getVehicleFormData()">Submit</a>
</div>
</div>
</div> <!-- /#vehicle_form_row_div -->
</div>
</div>`;
$('#vehicle_row_div').append(html);
}
function appendClientForm(){
let client_type = $('#client_type').val();
$('#client_row_div').empty();
let html = `
<div class="col-md-12">
<div class="form-section">
<div id="client_form_row_div" data-parsley-validate>
<h4 class="m-1">
Add New Client
<a class="text-dark float-right" aria-expanded="true">
<i class="mdi mdi-close" style="font-size: 28px;" onclick="removeClientForm()"></i>
</a>
</h4>
<div class="row">
<div class="form-group col-md-3 new_client">
<label for="client_name">Client Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="client_name" name="client_name" required>
</div>
<div class="form-group col-md-3 group_client new_client">
<label for="short_name">Client Short Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="short_name" name="short_name"
onkeyup="validateInputForClient(this, 'clients', 'short_name')" required>
</div>
<div class="form-group col-md-3 group_client new_client">
<label for="branch_name">Branch Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="branch_name" name="branch_name" required>
</div>
<div class="form-group col-md-3 group_client new_client">
<label for="contact_name">Contact Name <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="contact_name" name="name" required>
</div>
<div class="form-group col-md-3 new_client" >
<label for="email">Email <span class="text-danger">*</span></label>
<input type="email" class="form-control" id="email" name="email"
placeholder="Enter Email" required>
</div>
<div class="form-group col-md-3 individual_client new_client">
<label for="mobile">Mobile <span class="text-danger">*</span></label>
<input type="number" class="form-control" id="mobile" name="mobile"
placeholder="Enter Mobile" required>
</div>
<div class="form-group col-md-3 group_client new_client">
<label for="gst">GST <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="gst" name="gst"
placeholder="Enter GST Number"
oninput="validateInputForClient(this, 'client_branch', 'gst')"
data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6"
data-parsley-trigger="change"
data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}Z{1}[A-Z\d]{1}$" required>
</div>
</div>
<div class="row">
<div class="col-md-12 text-right m-b-0">
<a class="btn btn-primary waves-effect waves-light mr-1"
onclick="getClientFormData()">Submit</a>
</div>
</div>
</div>
</div>
</div>`;
$('#client_row_div').append(html);
if(client_type == 1){
$('.group_client').show();
$('.individual_client').hide();
$(".group_client").find("select, input, textarea").val("").prop("required", true);
$(".individual_client").find("select, input, textarea").val("").prop("required", false);
}else{
$('.group_client').hide();
$('.individual_client').show();
$(".group_client").find("select, input, textarea").val("").prop("required", false);
$(".individual_client").find("select, input, textarea").val("").prop("required", true);
}
}
$('#client_type').on('change', function() {
let client_type = $(this).val();
if(client_type == 1){
$('.group_client').show();
$('.individual_client').hide();
$(".group_client").find("select, input, textarea").val("").prop("required", true);
$(".individual_client").find("select, input, textarea").val("").prop("required", false);
}else{
$('.group_client').hide();
$('.individual_client').show();
$(".group_client").find("select, input, textarea").val("").prop("required", false);
$(".individual_client").find("select, input, textarea").val("").prop("required", true);
}
});
function validateInputForClient(input, table, field) {
let owner_type = $('#Owner_type').val();
let client_type = $('#client_type').val();
console.log('owner_type', owner_type);
console.log('client_type', client_type);
if((client_type == 2 || owner_type == 2) && field == 'short_name'){
return;
}
let value = $(input).val();
if (!value) return;
let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
let message = label ? label + " already exists!" : "Value is duplicate!";
// Set validating state
isGSTValidating = true;
isGSTValid = false;
$('#hide_smbt_btn button').prop('disabled', true);
checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
isGSTValidating = false;
if (isDuplicate) {
toastr.warning(message, 'WARNING');
// $(input).val('');
isGSTValid = false;
$('#client_add_modal_submit_btn').prop('disabled', true);
} else {
isGSTValid = true;
$('#client_add_modal_submit_btn').prop('disabled', false);
}
});
$('#hide_smbt_btn button').prop('disabled', false);
}
</script>

31
app/Views/policy_transaction_inception_list.php
View File

@ -1227,23 +1227,24 @@ $(document).ready(function(){
if(client_id == 'add_client') {
if($('#client_type').val()){
$('#client_id').val('').change();
// if($('#client_type').val()){
// $('#client_id').val('').change();
if($('#client_type').val() == 2){
$('#short_name').closest('.form-group').hide();
$('#short_name').removeAttr('required');
} else {
$('#short_name').closest('.form-group').show();
$('#short_name').attr('required', 'required');
}
// if($('#client_type').val() == 2){
// $('#short_name').closest('.form-group').hide();
// $('#short_name').removeAttr('required');
// } else {
// $('#short_name').closest('.form-group').show();
// $('#short_name').attr('required', 'required');
// }
var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
myModal.show();
}else{
$('#client_id').val('').change();
toastr.warning('Please select the client type', 'WARNING')
}
// var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
// myModal.show();
// }else{
// $('#client_id').val('').change();
// toastr.warning('Please select the client type', 'WARNING')
// }
appendClientForm();
}
if(branch_list != '') {