CHANGE_LEAD_FREASH_CLIENT_BRANCH_DROPDOWN_INDTRDUCED : RV

2025-06-17 11:53:06 +05:30 · 2025-06-17 11:53:06 +05:30 · 22ff7b6957
commit 22ff7b6957
parent 786b639a9a
4 changed files with 411 additions and 33 deletions
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@ -215,9 +215,13 @@ class LeadsController extends BaseController
            $data['entity_type_id'] = $client_data['entity_type_id'];
            $data['client_type'] = $client_data['client_type'];
        } else {
-            $data['client_id'] = 0;
-            $data['client_branch_id'] = 0;
-            $data['source_policy_id'] = 0;
+            if(!empty($data['client_id'])){
+                $data['is_client_created'] = $data['client_id'];
+            }else{
+                $data['client_id'] = 0;
+                $data['client_branch_id'] = 0;
+                $data['source_policy_id'] = 0;
+            }
        }

        $data['client_code'] = generate_client_code();
@ -395,6 +399,7 @@ class LeadsController extends BaseController
                'contact_person_email'   => $data['contact_person_email'],
                'client_id'              => $data['client_id'] ?? 0,
                'client_branch_id'       => $data['client_branch_id'] ?? 0,
+                'is_client_created'      => $data['is_client_created'] ?? null,
                'source_policy_id'       => $data['source_policy_id'] ?? 0,
                'policy_type_id'         => $value,
                'salse_person_id'        => $data['salse_person_id'] ?? 0,
--- a/app/Views/leads_form.php
+++ b/app/Views/leads_form.php
@ -146,6 +146,30 @@
                    <!-- client row -->
                    <div class="form-row">

+                        <div class="form-group col-md-3 freshFields">
+                            <label class="switch" style="position: relative;top: 33px;left: 0px;">
+                                <input id="exixting_client" type="checkbox" name="exixting_client">
+                                <span class="slider round" style="height: 27px;"></span>
+                            </label>
+
+                            <label for="exixting_client" style="position: relative;top: 39px;left: 20px;">Existing Client</label>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_id">Client<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_id" name="client_id">
+                                <option value="">Select Client</option>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_branch_id" name="client_branch_id"
+                                onchange="getBranchData(this,1)">
+                                <option value="">Select Branch</option>
+                            </select>
+                        </div>
+
                        <div class="form-group col-md-3 freshFields">
                            <label for="client_type">Client Type<span class="text-danger">*</span></label>
                            <select class="form-control" id="client_type" name="client_type" required>
@ -186,21 +210,6 @@
                                placeholder="Enter Client Short Name" required>
                        </div>

-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_id">Client<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_id" name="client_id">
-                                <option value="">Select Client</option>
-                            </select>
-                        </div>
-
-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this,1)">
-                                <option value="">Select Branch</option>
-                            </select>
-                        </div>
-
                        <div class="form-group col-md-3 renewalFields" style="display: none;">
                            <label for="source_policy_id"> Source Policy <span id="base_danger"
                                    class="text-danger">*</span></label>
@ -1611,10 +1620,15 @@


        // Fresh fields
+        $('#exixting_client').prop('checked', false);
        $("#client_type").prop("selectedIndex", 0);
        $("#entity_type_id").prop("selectedIndex", 0);
        $("#client_name").val("");
        $("#client_short_name").val("");
+        $('#client_type').removeClass('readonly-select');
+        $('#entity_type_id').removeClass('readonly-select');
+        $("#client_name").prop('readonly', false);
+        $("#client_short_name").prop('readonly', false);

        // Renewal fields
        $("#client_id").prop("selectedIndex", 0);
@ -1907,6 +1921,8 @@

            }

+            $('#exixting_client').removeAttr('required');
+
        } else {

            $('.btnDiv').hide();
@ -2006,6 +2022,62 @@
        });
    }

+    $('#exixting_client').change(function () {
+
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#pan").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+
+        // Renewal fields
+        $("#client_id").select2();
+        $("#client_branch_id").select2();
+
+        if ($(this).is(':checked')) {
+            $('#client_id').closest('.form-group').show();
+            $('#client_branch_id').closest('.form-group').show();
+
+            $('#client_type').addClass('readonly-select');
+            $('#entity_type_id').addClass('readonly-select');
+
+            $("#client_name").prop('readonly', true);
+            $("#client_short_name").prop('readonly', true);
+
+            $("#client_id").prop("required", true);
+            $("#client_branch_id").prop("required", true);
+
+        } else {
+            $('#client_id').closest('.form-group').hide();
+            $('#client_branch_id').closest('.form-group').hide();
+
+            $('#client_type').removeClass('readonly-select');
+            $('#entity_type_id').removeClass('readonly-select');
+
+            $("#client_name").prop('readonly', false);
+            $("#client_short_name").prop('readonly', false);
+
+            $("#client_id").prop("required", false);
+            $("#client_branch_id").prop("required", false);
+        }
+    });
+
+
    //-----------------------------------------------------------------------------------------------------------


--- a/app/Views/leads_form_handler.php
+++ b/app/Views/leads_form_handler.php
@ -64,6 +64,74 @@
        color: #16181b !important;
        cursor: pointer !important;
    }
+
+    .readonly-select {
+        pointer-events: none;
+        /* background-color: #f0f0f0;  */
+        background-color: #e0e0e0;
+        color: #666; 
+    }
+
+    .switch {
+        position: relative;
+        display: inline-block;
+        width: 54px;
+        height: 34px;
+    }
+
+    .switch input { 
+        opacity: 0;
+        width: 0;
+        height: 0;
+    }
+
+    .slider {
+        position: absolute;
+        cursor: pointer;
+        top: 0;
+        left: 0;
+        right: 0;
+        bottom: 0;
+        background-color: #ccc;
+        -webkit-transition: .4s;
+        transition: .4s;
+    }
+
+    .slider:before {
+        position: absolute;
+        content: "";
+        height: 19px;
+        width: 19px;
+        left: 4px;
+        bottom: 4px;
+        background-color: white;
+        -webkit-transition: .4s;
+        transition: .4s;
+    }
+
+    input:checked + .slider {
+        background-color: #2196F3;
+    }
+
+    input:focus + .slider {
+        box-shadow: 0 0 1px #2196F3;
+    }
+
+    input:checked + .slider:before {
+        -webkit-transform: translateX(26px);
+        -ms-transform: translateX(26px);
+        transform: translateX(26px);
+    }
+
+    /* Rounded sliders */
+    .slider.round {
+        border-radius: 34px;
+    }
+
+    .slider.round:before {
+        border-radius: 50%;
+    }
+
 </style>

 <?php
@ -174,7 +242,9 @@ if (isset($selected_lead_type)) {
                value: item.id,
                text: item.client_name,
                'data-cn': item.client_name,
+                'data-csn': item.short_name,
                'data-ct': item.client_type,
+                'data-cet': item.entity_type_id,
                class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
            });

@ -244,6 +314,24 @@ if (isset($selected_lead_type)) {

            let client_id = $(this).val();

+            const $selected = $(this).find('option:selected');
+
+            const clientId       = $selected.val();
+            const clientName     = $selected.data('cn');
+            const shortName      = $selected.data('csn');
+            const clientType     = $selected.data('ct');
+            const entityTypeId   = $selected.data('cet');
+
+            console.log('Client ID:', clientId);
+            console.log('Client Name:', clientName);
+            console.log('Short Name:', shortName);
+            console.log('Client Type:', clientType);
+            console.log('Entity Type ID:', entityTypeId);
+
+            $("#client_type").val(clientType);
+            $("#entity_type_id").val(entityTypeId);
+            $("#client_name").val(clientName);
+            $("#client_short_name").val(shortName);

            if (client_id == 'add_client') {
                // alert("Hello");
@ -583,6 +671,57 @@ if (isset($selected_lead_type)) {

                if (lead_type == 1) {
                    $('.claim-row').hide();
+
+                    if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
+                        $('#exixting_client').prop('checked', false);
+                        $('#exixting_client').prop('disabled', true);
+
+                        $('#client_id').closest('.form-group').hide();
+                        $('#client_branch_id').closest('.form-group').hide();
+
+                        $('#client_type').removeClass('readonly-select');
+                        $('#entity_type_id').removeClass('readonly-select');
+
+                        $("#gst").prop('readonly', false);
+                        $("#pan").prop('readonly', false);
+                        $("#branch_name").prop('readonly', false);
+                        $("#branch_code").prop('readonly', false);
+                        $("#contact_person_name").prop('readonly', false);
+                        $("#contact_person_mobile").prop('readonly', false);
+                        $("#contact_person_email").prop('readonly', false);
+
+                        $("#client_name").prop('readonly', false);
+                        $("#client_short_name").prop('readonly', false);
+
+                        $("#client_id").prop("required", false);
+                        $("#client_branch_id").prop("required", false);
+
+                    }else{
+
+                        $('#exixting_client').prop('checked', true);
+                        $('#exixting_client').prop('disabled', true);
+
+                        $('#client_id').closest('.form-group').show();
+                        $('#client_branch_id').closest('.form-group').show();
+
+                        $('#client_type').addClass('readonly-select');
+                        $('#entity_type_id').addClass('readonly-select');
+
+                        $("#client_name").prop('readonly', true);
+                        $("#client_short_name").prop('readonly', true);
+
+                        $("#gst").prop('readonly', true);
+                        $("#pan").prop('readonly', true);
+                        $("#branch_name").prop('readonly', true);
+                        $("#branch_code").prop('readonly', true);
+                        $("#contact_person_name").prop('readonly', true);
+                        $("#contact_person_mobile").prop('readonly', true);
+                        $("#contact_person_email").prop('readonly', true);
+
+                        $("#client_id").prop("required", true);
+                        $("#client_branch_id").prop("required", true);
+                    }
+
                } else {
                    $('.claim-row').show();
                    if (policy_type_id == 1) {
@ -770,6 +909,59 @@ if (isset($selected_lead_type)) {
                    temp_client_id = data.client_id
                }

+                if(lead_type == 1){
+
+                    if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
+                        $('#exixting_client').prop('checked', false);
+                        $('#exixting_client').prop('disabled', true);
+
+                        $('#client_id').closest('.form-group').hide();
+                        $('#client_branch_id').closest('.form-group').hide();
+
+                        $('#client_type').removeClass('readonly-select');
+                        $('#entity_type_id').removeClass('readonly-select');
+
+                        $("#gst").prop('readonly', false);
+                        $("#pan").prop('readonly', false);
+                        $("#branch_name").prop('readonly', false);
+                        $("#branch_code").prop('readonly', false);
+                        $("#contact_person_name").prop('readonly', false);
+                        $("#contact_person_mobile").prop('readonly', false);
+                        $("#contact_person_email").prop('readonly', false);
+
+                        $("#client_name").prop('readonly', false);
+                        $("#client_short_name").prop('readonly', false);
+
+                        $("#client_id").prop("required", false);
+                        $("#client_branch_id").prop("required", false);
+
+                    }else{
+
+                        $('#exixting_client').prop('checked', true);
+                        $('#exixting_client').prop('disabled', true);
+
+
+                        $('#client_id').closest('.form-group').show();
+                        $('#client_branch_id').closest('.form-group').show();
+
+                        $('#client_type').addClass('readonly-select');
+                        $('#entity_type_id').addClass('readonly-select');
+
+                        $("#client_name").prop('readonly', true);
+                        $("#client_short_name").prop('readonly', true);
+
+                        $("#gst").prop('readonly', true);
+                        $("#pan").prop('readonly', true);
+                        $("#branch_name").prop('readonly', true);
+                        $("#branch_code").prop('readonly', true);
+                        $("#contact_person_name").prop('readonly', true);
+                        $("#contact_person_mobile").prop('readonly', true);
+                        $("#contact_person_email").prop('readonly', true);
+
+                        $("#client_id").prop("required", true);
+                        $("#client_branch_id").prop("required", true);
+                    }
+                }

                $('#page_title').text('Edit Lead');
                $('#leads_primarykey').val(data.id || '');
--- a/app/Views/leads_non_eb.php
+++ b/app/Views/leads_non_eb.php
@ -100,6 +100,30 @@
                    <!-- client row -->
                    <div class="form-row">

+                        <div class="form-group col-md-3 freshFields">
+                            <label class="switch" style="position: relative;top: 33px;left: 0px;">
+                                <input id="exixting_client" type="checkbox" name="exixting_client">
+                                <span class="slider round" style="height: 27px;"></span>
+                            </label>
+
+                            <label for="exixting_client" style="position: relative;top: 39px;left: 20px;">Existing Client</label>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_id">Client<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_id" name="client_id">
+                                <option value="">Select Client</option>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_branch_id" name="client_branch_id"
+                                onchange="getBranchData(this,1)">
+                                <option value="">Select Branch</option>
+                            </select>
+                        </div>
+
                        <div class="form-group col-md-3 freshFields">
                            <label for="client_type">Client Type<span class="text-danger">*</span></label>
                            <select class="form-control" id="client_type" name="client_type" required>
@ -140,21 +164,6 @@
                                placeholder="Enter Client Short Name" required>
                        </div>

-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_id">Client<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_id" name="client_id">
-                                <option value="">Select Client</option>
-                            </select>
-                        </div>
-
-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this,1)">
-                                <option value="">Select Branch</option>
-                            </select>
-                        </div>
-
                        <div class="form-group col-md-3 renewalFields" style="display: none;">
                            <label for="source_policy_id"> Source Policy <span id="base_danger"
                                    class="text-danger">*</span></label>
@ -616,6 +625,49 @@
        }

        leadTypeBsedHideAndShow(value, true)
+
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $('#exixting_client').prop('checked', false);
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+        $('#client_type').removeClass('readonly-select');
+        $('#entity_type_id').removeClass('readonly-select');
+        $("#client_name").prop('readonly', false);
+        $("#client_short_name").prop('readonly', false);
+
+        // Renewal fields
+        $("#client_id").prop("selectedIndex", 0);
+        $("#client_branch_id").prop("selectedIndex", 0);
+        $("#source_policy_id").empty();
+        $('#source_policy_id').append($('<option>', {
+                value: "", 
+                text: "Select a Policy"
+        }));
+        $("#pan").val("");
+
+        $('#policy_type_id_1').prop("selectedIndex", 0)
+        $('#insurer_1').prop("selectedIndex", 0)
+        $('#tpa_1').prop("selectedIndex", 0);
+        $('#policy_start_date').val("");
+        $('#policy_end_date').val("");
+        $("#appendArea_1").empty();
+
    })

    function leadTypeBsedHideAndShow(value, resetValues = false) {
@ -656,6 +708,8 @@

            }

+            $('#exixting_client').removeAttr('required');
+
        } else {

            $('.btnDiv').hide();
@ -1023,4 +1077,59 @@

    }

+    $('#exixting_client').change(function () {
+
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#pan").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+
+        // Renewal fields
+        $("#client_id").prop("selectedIndex", 0);
+        $("#client_branch_id").prop("selectedIndex", 0);
+
+        if ($(this).is(':checked')) {
+            $('#client_id').closest('.form-group').show();
+            $('#client_branch_id').closest('.form-group').show();
+
+            $('#client_type').addClass('readonly-select');
+            $('#entity_type_id').addClass('readonly-select');
+
+            $("#client_name").prop('readonly', true);
+            $("#client_short_name").prop('readonly', true);
+
+            $("#client_id").prop("required", true);
+            $("#client_branch_id").prop("required", true);
+
+        } else {
+            $('#client_id').closest('.form-group').hide();
+            $('#client_branch_id').closest('.form-group').hide();
+
+            $('#client_type').removeClass('readonly-select');
+            $('#entity_type_id').removeClass('readonly-select');
+
+            $("#client_name").prop('readonly', false);
+            $("#client_short_name").prop('readonly', false);
+
+            $("#client_id").prop("required", false);
+            $("#client_branch_id").prop("required", false);
+        }
+    });
+
 </script>