FEAT_PAYOUT_VIEWS

This commit is contained in:
VENKATESHWARAN 2025-11-15 10:49:27 +05:30
parent 4a99a34107
commit 16135992fa
2 changed files with 626 additions and 0 deletions

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app/Views/payout_list.php Normal file
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<style>
.table th,
.table td {
padding: 8px;
}
table.dataTable tbody td {
padding: 4px 4px !important;
}
.col-12 {
max-width: 98% !important;
}
.dataTables_filter {
position: absolute;
}
.right-align-input {
text-align: right;
}
.badge-container {
background: #F0F0F0;
padding: 6px 12px;
border-radius: 6px;
font-size: 14px;
display: inline-block;
}
.summary-box {
background: #e3f2fd;
padding: 15px;
border-radius: 6px;
margin-bottom: 20px;
border-left: 4px solid #2196F3;
}
.summary-row {
display: flex;
justify-content: space-between;
margin-bottom: 8px;
font-size: 14px;
}
.summary-row:last-child {
margin-bottom: 0;
font-size: 16px;
font-weight: bold;
padding-top: 8px;
border-top: 1px solid #2196F3;
}
</style>
<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;">Payout List <span id="payout_title"></span></h4>
</div>
</div>
<div class="table-responsive">
<table data-custom-table-css="table" id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
<th class="font-weight-medium">S.No.</th>
<th class="font-weight-medium">Inovice No</th>
<th class="font-weight-medium">Invoice Date</th>
<th class="font-weight-medium">Invoice Amount</th>
<th class="font-weight-medium">UTR Total Amount</th>
<th class="font-weight-medium">Balance</th>
<th class="font-weight-medium">Status</th>
<th class="font-weight-medium">Agent</th>
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php if (isset($payout_list_data) && !empty($payout_list_data)) { ?>
<?php foreach($payout_list_data as $index => $row){ ?>
<tr>
<td> <?= $index + 1 ?> </td>
<td> <?= $row['invoice_no'] ?> </td>
<td> <?= change_date_format($row['invoice_no'], null, 'd-M-Y') ?? "" ?> </td>
<td> <?= format_indian_number($row['invoice_amount']) ?> </td>
<td> <?= format_indian_number($row['total_utr_amount']) ?> </td>
<td> <?= format_indian_number($row['balance_amount']) ?> </td>
<td> <?= $row['status_text'] ?> </td>
<td> <?= $row['agent_name'] ?? " - " ?> </td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item" onclick="showUtrModal(this)"><i class="mdi mdi-bank-transfer mr-2 text-muted font-18 vertical-middle"></i>UTR</a>
<a href="<?= base_url('payout/invoices/save?type="edit"') ?>" class="dropdown-item"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
<a href="<?= base_url('payout/invoices/save?type="adjustment"') ?>" class="dropdown-item"><i class="mdi mdi-tune mr-2 text-muted font-18 vertical-middle"></i>Adjustment</a>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
</div>
</div><!-- end col -->
</div>
</div>
<div class="modal fade" id="payout_modal" tabindex="-1" role="dialog" aria-hidden="true" aria-modal="true" data-backdrop="static">
<div class="modal-dialog modal-lg" style="max-width: 1100px;">
<div class="modal-content">
<div class="modal-header" style="background-color: gainsboro;">
<h4 class="modal-title" id="myCenterModalLabel">UTR Management<span id="heading"></span></h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body" id="modal_body">
<div class="summary-box">
<div class="summary-row">
<span>Invoice Amount:</span>
<span id="utrInvoiceAmount" style="font-weight: bold;">₹0.00</span>
</div>
<div class="summary-row">
<span>Total UTR Paid:</span>
<span id="utrTotalPaid" style="font-weight: bold;">₹0.00</span>
</div>
<div class="summary-row">
<span>Remaining Balance:</span>
<span id="utrRemaining" style="font-weight: bold;">₹0.00</span>
</div>
</div>
<div id="utrContent">
<div style="margin-top: 20px; padding-top: 20px; border-top: 2px solid #eee;">
<h3 style="margin-bottom: 15px;">Add New UTR</h3>
<form id="utrForm" method="POST" action="">
<div class="row">
<div class="col-md-3">
<div class="form-group">
<label>UTR Number *</label>
<input type="text" name="utrNumber" id="utrNumber" class="form-control" placeholder="Enter UTR number" required>
</div>
</div>
<div class="col-md-3">
<div class="form-group">
<label>Amount () *</label>
<input type="number" name="utrAmount" id="utrAmount" class="form-control" step="0.01" placeholder="Enter amount" required>
<small style="color: #666; display: block; margin-top: 5px;">
Maximum: <span id="maxUtrAmount">₹0.00</span>
</small>
</div>
</div>
<div class="col-md-3">
<div class="form-group">
<label>Date *</label>
<input type="text" name="utrDate" id="utrDate" class="form-control" placeholder="DD/MM/YYYY" required>
</div>
</div>
<div class="col-md-3">
<div class="form-group" style="margin-top: 27px;">
<button type="submit" class="btn btn-primary" style="width: 100%;">Add UTR</button>
</div>
</div>
</div>
</form>
</div>
</div>
<div class="utr-list" id="utrList"></div>
</div>
</div>
</div>
</div>
<!-------------------------------------------------------------------------------------------------->
<script>
// Datatable document ready
$(document).ready(function() {
var ticketsTable = $('#scroll-horizontal-datatable');
if (ticketsTable.length) {
ticketsTable.DataTable({
scrollX: true,
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [
{
extend: 'collection',
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
title: 'List',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
},
{
extend: 'excel',
title: 'List',
sheetName: 'Policy-Tranction-payout-List',
text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
className: 'app-btn-primary ',
}
]
}
],
language: {
search: `
<div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
_INPUT_
<i class="mdi mdi-magnify datatable-search-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
<i class="mdi mdi-close-circle datatable-clear-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
ordering: false
});
} else {
console.error("Table atet found.");
}
});
function fetchUtrDetails(invoice_id)
{
let invoice_id = $('#agent_id').val();
if (!invoice_id) {
toastr.warning("Invoice Id not found!", "WARNING");
return false;
}
let url = '<?= base_url('payout/fetchUtrDetails') ?>';
// Data to send in the AJAX request
let requestData = {
invoice_id: invoice_id,
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
console.log('Data fetched successfully:', response);
$('#modal_body').empty();
$('#modal_body').append(response.data);
if (response.status == false) {
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
});
}
function saveUtrDetails(invoice_id)
{
let invoice_id = $('#agent_id').val();
if (!invoice_id) {
toastr.warning("Invoice Id not found!", "WARNING");
return false;
}
let url = '<?= base_url('payout/fetchUtrDetails') ?>';
// Data to send in the AJAX request
let requestData = {
invoice_id: invoice_id,
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
console.log('Data fetched successfully:', response);
$('#payout_list').empty();
$('#payout_list').append(response.data);
if (response.status == false) {
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
});
}
</script>

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<div class="container-fluid-min">
<div class="col-12" id="bds_filter">
<div class="card-body">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h4 class="m-1">
<span>Filter</span>
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h4>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Agents<span class="text-danger"></span></label>
<select class="form-control" id="agent_id" name="agent_id">
<option value="">Select Agent</option>
<?php if (isset($agent_list) && !empty($agent_list)) : ?>
<?php foreach ($agent_list as $agent) : ?>
<option value="<?= $agent['id']; ?>"><?= $agent['name']; ?></option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch_id">Status<span class="text-danger"></span></label>
<select class="form-control" id="status_id" name="status_id">
<option value="">Select status</option>
<?php if (isset($payout_status) && !empty($payout_status)) : ?>
<?php foreach ($payout_status as $id => $status) : ?>
<option value="<?= $id; ?>"><?= $status; ?></option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
<div class="form-group col-md-3" style="display: true;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div class="input-icon">
<input type="text" id="reportrange" class="form-control" readonly style="caret-color: transparent;">
<i class="mdi mdi-calendar-blank-outline additional-icon"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-12 text-right m-b-0" style="margin-top: 29px;">
<a class="btn btn-secondary" id="clear-filters">Clear</a>
<a class="btn btn-primary" id="get-emp-list" onclick="fetchPayoutList(this);">Submit</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<!-- end page title -->
<div id="payout_list">
<?php if(isset($payout_list) && !empty($payout_list)) { echo $payout_list; }else{ } ?>
</div>
</div>
<script>
$(document).ready(function(){
$('#agent_id').select2();
$('#startDate').val('');
$('#endDate').val('');
$('#reportrange').val('');
})
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(60, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
function cb(start, end) {
$('#reportrange').val(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
locale: {
format: 'DD-MM-YYYY'
},
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
},
autoUpdateInput: false
}, cb);
// Only update inputs when user selects a date range
$('#reportrange').on('apply.daterangepicker', function(ev, picker) {
cb(picker.startDate, picker.endDate);
});
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#agent_id').val('').change();
$('#status_id').val('').change();
// Clear the date range inputs
$('#reportrange').val('');
$('#startDate').val('');
$('#endDate').val('');
});
});
function fetchPayoutList()
{
let agent_id = $('#agent_id').val();
let status_id = $('#status_id').val();
let start_date = $('#startDate').val();
let end_date = $('#endDate').val();
if (!agent_id && !status_id && !start_date && !end_date) {
toastr.warning("Please select any one filter!", "WARNING");
return false;
}
let url = '<?= base_url('payout/list') ?>';
// Data to send in the AJAX request
let requestData = {
agent_id: agent_id,
status_id: status_id,
start_date: start_date,
end_date: end_date,
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
console.log('Data fetched successfully:', response);
$('#payout_list').empty();
$('#payout_list').append(response.data);
if (response.status == false) {
toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
$('#payout_list').empty();
$('#payout_list').append(response.data);
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while fetching the data.', 'ERROR');
});
}
function showUtrModal(){
var myModal = new bootstrap.Modal(document.getElementById('payout_modal'));
myModal.show();
}
function updateUTRSummary() {
const totalUTR = currentInvoice.utrs.reduce((sum, utr) => sum + utr.amount, 0);
const remaining = currentInvoice.currentAmount - totalUTR;
document.getElementById('utrInvoiceAmount').textContent = '₹' + currentInvoice.currentAmount.toFixed(2);
document.getElementById('utrTotalPaid').textContent = '₹' + totalUTR.toFixed(2);
document.getElementById('utrRemaining').textContent = '₹' + remaining.toFixed(2);
document.getElementById('maxUtrAmount').textContent = '₹' + remaining.toFixed(2);
// Color code remaining amount
const remainingSpan = document.getElementById('utrRemaining');
if (remaining === 0) {
remainingSpan.style.color = '#4CAF50';
} else if (remaining < 0) {
remainingSpan.style.color = '#f44336';
} else {
remainingSpan.style.color = '#ff9800';
}
}
function renderUTRList() {
const list = document.getElementById('utrList');
if (currentInvoice.utrs.length === 0) {
list.innerHTML = '<div class="no-data">No UTR records found</div>';
return;
}
let html = '<h3 style="margin-bottom: 15px;">Existing UTRs</h3>';
currentInvoice.utrs.forEach((utr, idx) => {
html += `
<div class="utr-item">
<div class="utr-info">
<div class="utr-number">${idx + 1}. ${utr.utrNo}</div>
<div class="utr-date">${utr.date}</div>
</div>
<div class="utr-amount">${utr.amount.toFixed(2)}</div>
<button class="delete-btn" onclick="deleteUTR(${idx})" title="Delete">×</button>
</div>
`;
});
list.innerHTML = html;
}
function addUTR() {
const utrNo = document.getElementById('utrNumber').value.trim();
const amount = parseFloat(document.getElementById('utrAmount').value);
const date = document.getElementById('utrDate').value;
if (!utrNo || !amount || !date) {
alert('Please fill in all fields');
return;
}
if (amount <= 0) {
alert('Amount must be greater than 0');
return;
}
const totalUTR = currentInvoice.utrs.reduce((sum, utr) => sum + utr.amount, 0);
const remaining = currentInvoice.currentAmount - totalUTR;
if (amount > remaining) {
alert(`Amount exceeds remaining balance. Maximum allowed: ₹${remaining.toFixed(2)}`);
return;
}
// Add to current invoice
currentInvoice.utrs.push({
utrNo: utrNo,
amount: amount,
date: date
});
// Check if invoice is fully paid
const newTotalUTR = currentInvoice.utrs.reduce((sum, utr) => sum + utr.amount, 0);
if (newTotalUTR >= currentInvoice.currentAmount) {
currentInvoice.status = 'completed';
}
// Clear form
document.getElementById('utrNumber').value = '';
document.getElementById('utrAmount').value = '';
// Refresh displays
updateUTRSummary();
renderUTRList();
renderInvoices();
alert('UTR added successfully!');
}
function deleteUTR(index) {
if (!confirm('Are you sure you want to delete this UTR?')) {
return;
}
currentInvoice.utrs.splice(index, 1);
// Update status
const totalUTR = currentInvoice.utrs.reduce((sum, utr) => sum + utr.amount, 0);
if (totalUTR >= currentInvoice.currentAmount) {
currentInvoice.status = 'completed';
} else {
currentInvoice.status = 'pending';
}
updateUTRSummary();
renderUTRList();
renderInvoices();
}
function closeModal(modalId) {
document.getElementById(modalId).classList.remove('active');
currentInvoice = null;
}
</script>