FEAT_ENDORSEMENT_FILE_UPLOAD_IMPLEMENTATION
This commit is contained in:
parent
800faddc31
commit
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@ -2273,6 +2273,9 @@
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// print_r($data);
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// die;
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$file_data = $this->request->getFiles() ?? null;
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$data['file_data'] = $file_data ?? null;
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if (!isset($data['policy_with_corr'])) {
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$data['policy_with_corr'] = 0;
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} elseif ($data['policy_with_corr']) {
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@ -2416,6 +2419,11 @@
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$this->handleCompletedStatus($data, $insert);
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$this->insertOrUpdateCoShareDetails($data, $insert);
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// policy file upload
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if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
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$this->uploadFile($data['doc_name'], $data['file_data'], $insert);
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}
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return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
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}
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@ -2688,6 +2696,20 @@
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// dd(db_connect()->getLastQuery() ,$pt_bp_amt);
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$data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
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$ptFileQuery = $this->PTFileModel
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->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
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->where('pt_files.pt_id', $id)
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->where('pt_files.is_active', 1);
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if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
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if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
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$ptFileQuery->where('pt_files.created_by', get_session_userid());
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}
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}
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$data['pt_files'] = $ptFileQuery->findAll();
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if ($data) {
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return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
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} else {
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@ -151,427 +151,450 @@
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</style>
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<div class="row" id="endorsement_form" style="display: none;">
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<div class="col-12">
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<div class="card">
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<div class="card-body">
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<div class="row" style="margin-bottom:1rem;">
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<div class="col-6" style="align-self: center;">
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<h4 style="position: relative;">Add Endorsement</h4>
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</div>
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<div class="col-6" style="text-align: right;">
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<a href="<?= base_url('policy_tranction/endorsement/list') ?>" id="btnAdd" class="btn btn-primary waves-effect waves-light"
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>Back</a>
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</div>
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</div>
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<form role="form" class="parsley-examples" method="post" id="endorsement_form_id" enctype="multipart/form-data">
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<input type="hidden" name="id" id="policy_tranction_primarykey">
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<input type="hidden" name="client_id" id="client_id_for_edit">
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<input type="hidden" name="insurer_id" id="insurer_id">
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<input type="hidden" name="cd_ac_no" id="cd_ac_no">
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<input type="hidden" name="cd_ac_pk" id="cd_ac_pk">
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<input type="hidden" name="ct_type" id="ct_type">
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<input type="hidden" name="bro_payable_by" id="bro_payable_by">
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<input type="hidden" name="cop_yes" id="cop_yes">
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<input type="hidden" name="base_cd_amount" id="base_cd_amount">
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<input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
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<!-- Client Row -->
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<div class="row">
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<!-- Section 1 -->
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<div class="col-md-12">
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<div id="accordion_0" class="mb-0">
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<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
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<span class="font-color-black">Client Details</span>
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<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
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aria-expanded="true">
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<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
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</a>
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</label>
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<div class="card mb-1">
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<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_0">
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<div class="card-body">
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<div class="row">
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<div class="form-group col-md-3">
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<label for="client_type">Client Type<span class="text-danger"></span></label>
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<select class="form-control" id="client_type" name="client_type" >
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<option value="">Select Client type</option>
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<option value="1">Group</option>
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<option value="2">Individual</option>
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</select>
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</div>
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<div class="form-group col-md-3">
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<label for="client_branch">Client<span class="text-danger">*</span></label>
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<select class="form-control" id="client_id" name="client_id" required>
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<option value="">Select Client</option>
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<!-- <option value="add_client"> + Add Client</option> -->
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</select>
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</div>
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<div class="form-group col-md-3 branchdiv">
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<label for="client_branch">Branch<span class="text-danger"></span></label>
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<select class="form-control" id="client_branch_id" name="client_branch_id">
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<option value="">Select Branch</option>
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</select>
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</div>
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<div class="form-group col-md-3">
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<label for="email"> Policy <span class="text-danger">*</span></label>
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<select class="form-control" id="client_policy_id" name="client_policy_id" required>
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<option value="">Select Policy</option>
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</select>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<div class="tab-pane fade active show" id="form">
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<div class="row" id="endorsement_form">
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<div class="col-12">
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<div class="card">
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<div class="card-body">
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<div class="row" style="margin-bottom:1rem;">
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<div class="col-6" style="align-self: center;">
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<h4 style="position: relative;">Add Endorsement</h4>
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</div>
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<div class="col-6" style="text-align: right;">
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<a href="<?= base_url('policy_tranction/endorsement/list') ?>" id="btnAdd" class="btn btn-primary waves-effect waves-light"
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>Back</a>
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</div>
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</div>
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<form role="form" class="parsley-examples" method="post" id="endorsement_form_id" enctype="multipart/form-data">
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<input type="hidden" name="id" id="policy_tranction_primarykey">
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<input type="hidden" name="client_id" id="client_id_for_edit">
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<input type="hidden" name="insurer_id" id="insurer_id">
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<input type="hidden" name="cd_ac_no" id="cd_ac_no">
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<input type="hidden" name="cd_ac_pk" id="cd_ac_pk">
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<input type="hidden" name="ct_type" id="ct_type">
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<input type="hidden" name="bro_payable_by" id="bro_payable_by">
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<input type="hidden" name="cop_yes" id="cop_yes">
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<input type="hidden" name="base_cd_amount" id="base_cd_amount">
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<input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
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<!-- Endorsement details -->
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<div class="row">
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<div class="col-md-12">
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<div id="accordion_2" class="mb-0">
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<!-- Client Row -->
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<div class="row">
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<!-- Section 1 -->
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<div class="col-md-12">
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<div id="accordion_0" class="mb-0">
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<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
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<span class="font-color-black">Endorsement</span>
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<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseThree"
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<span class="font-color-black">Client Details</span>
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<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
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aria-expanded="true">
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<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
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</a>
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</label>
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<div class="card mb-1">
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<div id="collapseThree" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_2">
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<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_0">
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<div class="card-body">
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<div class="row">
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<!-- <div class="form-group col-md-3" id="tpa_endorse_div">
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<label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
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<select class="form-control readonly-select" id="tpa" name="tpa" >
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<option value="" selected>Select TPA</option>
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<?php foreach ($tpa as $value) { ?>
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<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
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<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
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</option>
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<?php } ?>
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</select>
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</div> -->
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<div class="form-group col-md-3">
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<label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
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<input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
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</div>
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<div class="row">
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<div class="form-group col-md-3">
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<label for="bp_cgst">D.O.C <span id="base_danger" class="text-danger"></span></label>
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<input id="policy_start_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
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</div>
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<div class="form-group col-md-3">
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<label for="bp_igst">D.O.E <span id="base_danger" class="text-danger"></span></label>
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<input id="policy_end_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
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</div>
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<div class="form-group col-md-3">
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<label for="addon_policy"> Endorsement Type <span id="base_danger" class="text-danger">*</span></label>
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<select class="form-control" id="action_type" name="action_type" required>
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<option value="" selected>Select Endorsement Type</option>
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<?php
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if (isset($action_type) && count($action_type)) {
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foreach ($action_type as $key => $value) {
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echo "<option value=" . $key . ">" . $value . "</option>";
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}
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}
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?>
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</select>
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</div>
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<div class="form-group col-md-3">
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<label for="addon_policy">Endorsement No<span id="base_danger" class="text-danger"></span></label>
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<input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" onchange="validateInput(this, 'policy_transaction', 'endorsement_no')">
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</div>
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<div class="form-group col-md-3">
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<label for="addon_policy">Data Received Date<span id="base_danger" class="text-danger">*</span></label>
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<input type="text" class="form-control" id="data_received_date" name="data_received_date" placeholder="DD/MM/YYYY" required>
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</div>
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<div class="form-group col-md-3">
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<label for="policy_issue_date">Endorsement Issue Date<span id="base_danger" class="text-danger">*</span></label>
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<input type="text" class="form-control" id="policy_issue_date" name="policy_issue_date" placeholder="DD/MM/YYYY" required>
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</div>
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<div class="form-group col-md-3">
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<label for="month">Endorsement Issue Month<span id="base_danger" class="text-danger">*</span></label>
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<input type="text" class="form-control readonly-select" id="month" name="month" placeholder="MM/YYYY" required>
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</div>
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<div class="form-group col-md-3">
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<label for="endorse_eff_date">Endorsement Effective Date<span id="base_danger" class="text-danger"></span></label>
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<input type="text" class="form-control" id="endorse_eff_date" name="endorse_eff_date" placeholder="DD/MM/YYYY" >
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</div>
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<div class="form-group col-md-3" id="no_of_insured_endorse_div">
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<label for="addon_policy">No of Insured<span id="base_danger"class="text-danger"></span></label>
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<input type="text" class="form-control" id="emp_count" name="emp_count" placeholder="Enter Employeee" onkeypress="return onlyNumbers(event)">
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</div>
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<div class="form-group col-md-3" id="no_of_dependents_endorse_div">
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<label for="addon_policy">No of Dependents<span id="base_danger" class="text-danger"></span></label>
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<input type="text" class="form-control" id="dependent_count" name="dependent_count" placeholder="Enter Dependent" onkeypress="return onlyNumbers(event)">
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</div>
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<div class="form-group col-md-3">
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<label for="client_type">Client Type<span class="text-danger"></span></label>
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<select class="form-control" id="client_type" name="client_type" >
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<option value="">Select Client type</option>
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<option value="1">Group</option>
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<option value="2">Individual</option>
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</select>
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</div>
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<hr>
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<div class="form-group col-md-3">
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<label for="client_branch">Client<span class="text-danger">*</span></label>
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<select class="form-control" id="client_id" name="client_id" required>
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<option value="">Select Client</option>
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<!-- <option value="add_client"> + Add Client</option> -->
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</select>
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</div>
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<div class="row">
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<!-- <div class="form-group col-md-3">
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<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
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<select class="form-control" id="policy_status" name="status" required>
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<option value="" selected>Select Status</option>
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<?php
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if (isset($policy_status) && count($policy_status)) {
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foreach ($policy_status as $key => $value) {
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if($key == 'pending'){
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echo "<option value=" . $key . " selected>" . $value . "</option>";
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}else{
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echo "<option value=" . $key . ">" . $value . "</option>";
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}
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}
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}
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?>
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</select>
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</div> -->
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<div class="form-group col-md-3">
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<label for="last_action_date">Latest Action Date</label>
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<input id="last_action_date" type="text" class="form-control" name="last_action_date" placeholder="DD/MM/YYYY">
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</div>
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<div class="form-group col-md-3 install_due_date_div" style="display: none;">
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<label for="install_due_date">Installment due Date</label>
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<input id="install_due_date" type="text" class="form-control" name="install_due_date" placeholder="DD/MM/YYYY">
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</div>
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<!-- <div class="form-group col-md-3">
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<label class="switch" style="position: relative;top: 32px;left: 20px;">
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<input id="policy_with_corr" type="checkbox" name="policy_with_corr">
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<span class="slider round" style="height: 27px;"></span>
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</label>
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<label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
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</div> -->
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<!-- <div class="form-group col-md-3">
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<label class="switch" style="position: relative;top: 32px;left: 20px;">
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<input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
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<span class="slider round" style="height: 27px;"></span>
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</label>
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<label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;">Make Entry in CD <i class="mdi mdi-information-outline" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI, CD transaction from CRM )"></i></label>
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</div> -->
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<div class="form-group col-md-3 branchdiv">
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<label for="client_branch">Branch<span class="text-danger"></span></label>
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<select class="form-control" id="client_branch_id" name="client_branch_id">
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<option value="">Select Branch</option>
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</select>
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</div>
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<div class="form-group col-md-3">
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<label for="email"> Policy <span class="text-danger">*</span></label>
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<select class="form-control" id="client_policy_id" name="client_policy_id" required>
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<option value="">Select Policy</option>
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</select>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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</div>
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<!-- Premium Details -->
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<div class="row">
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<div class="col-md-12">
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<div id="accordion_3" class="mb-0">
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<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
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<span class="font-color-black">Premium Details</span>
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<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwo"
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aria-expanded="true">
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<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
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</a>
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</label>
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<div class="card mb-0">
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<div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_3">
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<div class="card-body">
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<div class="row d-none" id="add_more_row">
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<div class="col-md-2">
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<input type="number" id="setInsurerCount" class="form-control" placeholder="Enter count">
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</div>
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<!-- <div class="col-md-2">
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<a id="addInsurer" class="btn btn-primary mb-3">Add Insurer</a>
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</div> -->
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<!-- <div class="col-md-1">
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<a id="submitForm" class="btn btn-success mb-3">Submit</a>
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</div> -->
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</div>
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<div id="insurerTableContainer" style="overflow: auto;">
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<table data-custom-table-css="table" class="table co_share_table" id="insurerTable">
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<thead>
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<tr>
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<th><span class="font-color-black">Premium Details</span></th>
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</tr>
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</thead>
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<tbody>
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<tr id="table_tr_1">
|
||||
<td>Insurer</td>
|
||||
</tr>
|
||||
<tr id="table_tr_2" style="display: none;">
|
||||
<td>Is Leader?</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_34">
|
||||
<td>CD Acc No</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_37">
|
||||
<td>CD Amount</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_35" style="display: none;">
|
||||
<td>Follower Policy No</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_40" >
|
||||
<td>Endorsement Issue Date</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_3" style="display: none;">
|
||||
<td>Co-Share %</td>
|
||||
</tr>
|
||||
<tr id="table_tr_36">
|
||||
<td>Non-Commissionable<br> Premium Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_4">
|
||||
<td>Base Premium</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_5">
|
||||
<td id="tp_premium_td">TP Premium</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_6" style="display: none;">
|
||||
<td>TEP Premium</td>
|
||||
</tr>
|
||||
<tr class="hidecop" id="table_tr_7" style="display: none;">
|
||||
<td>Co-Premium</td>
|
||||
</tr>
|
||||
<tr class="hidecotp" id="table_tr_38" style="display: none;">
|
||||
<td>Co-TP Premium</td>
|
||||
</tr>
|
||||
<tr class="hidecoter" id="table_tr_39" style="display: none;">
|
||||
<td>Co-TEP Premium</td>
|
||||
</tr>
|
||||
<tr id="table_tr_8">
|
||||
<td>CGST</td>
|
||||
</tr>
|
||||
<tr id="table_tr_9">
|
||||
<td>SGST</td>
|
||||
</tr>
|
||||
<tr id="table_tr_10">
|
||||
<td>IGST</td>
|
||||
</tr>
|
||||
<tr id="table_tr_11">
|
||||
<td>GST Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_12">
|
||||
<td>Stamp Duty</td>
|
||||
</tr>
|
||||
<tr id="table_tr_13">
|
||||
<td>Total</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_14">
|
||||
<td>Agreed BP %</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_15">
|
||||
<td id="agree_tp_td">Agreed TP %</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_16" style="display: none;">
|
||||
<td id="agree_tp_td">Agreed TEP %</td>
|
||||
</tr>
|
||||
|
||||
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<tr id="table_tr_17">
|
||||
<td>Agreed Amount</td>
|
||||
</tr>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<tr id="table_tr_18">
|
||||
<td>Standard BP %</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_19">
|
||||
<td>Standard TP %</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_20" style="display: none;">
|
||||
<td>Standard TEP %</td>
|
||||
</tr>
|
||||
|
||||
<?php if (in_array(in_array(get_role_id(), [1,5]) || FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<tr id="table_tr_21">
|
||||
<td>Actual BP Amount</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_22">
|
||||
<td>Actual TP Amount</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_23" style="display: none;">
|
||||
<td>Actual TEP Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_24">
|
||||
<td>Actual BP %</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_25">
|
||||
<td>Actual TP %</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_26" style="display: none;">
|
||||
<td>Actual TEP %</td>
|
||||
</tr>
|
||||
<tr id="table_tr_27">
|
||||
<td>Actual BP <br> Remuneration Amount</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_28">
|
||||
<td>Actual TP <br> Remuneration Amount</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_29" style="display: none;">
|
||||
<td>Actual TEP <br> Remuneration Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_30">
|
||||
<td>Expected Amount</td>
|
||||
</tr>
|
||||
<!-- <tr id="table_tr_31">
|
||||
<td>Variance</td>
|
||||
</tr> -->
|
||||
<!-- <tr id="table_tr_32">
|
||||
<td>Reward</td>
|
||||
</tr> -->
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<tr id="table_tr_33" style="display: none;">
|
||||
<td></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group text-right mt-3 m-b-0" id="submitButton">
|
||||
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
|
||||
</div>
|
||||
</form>
|
||||
<!-- Endorsement details -->
|
||||
<div class="row">
|
||||
<div class="col-md-12">
|
||||
<div id="accordion_2" class="mb-0">
|
||||
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
|
||||
<span class="font-color-black">Endorsement</span>
|
||||
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseThree"
|
||||
aria-expanded="true">
|
||||
<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
|
||||
</a>
|
||||
</label>
|
||||
<div class="card mb-1">
|
||||
<div id="collapseThree" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_2">
|
||||
<div class="card-body">
|
||||
<div class="row">
|
||||
|
||||
<!-- <div class="form-group col-md-3" id="tpa_endorse_div">
|
||||
<label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
|
||||
<select class="form-control readonly-select" id="tpa" name="tpa" >
|
||||
<option value="" selected>Select TPA</option>
|
||||
<?php foreach ($tpa as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
|
||||
<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="bp_cgst">D.O.C <span id="base_danger" class="text-danger"></span></label>
|
||||
<input id="policy_start_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="bp_igst">D.O.E <span id="base_danger" class="text-danger"></span></label>
|
||||
<input id="policy_end_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Endorsement Type <span id="base_danger" class="text-danger">*</span></label>
|
||||
<select class="form-control" id="action_type" name="action_type" required>
|
||||
<option value="" selected>Select Endorsement Type</option>
|
||||
<?php
|
||||
if (isset($action_type) && count($action_type)) {
|
||||
foreach ($action_type as $key => $value) {
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy">Endorsement No<span id="base_danger" class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" onchange="validateInput(this, 'policy_transaction', 'endorsement_no')">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy">Data Received Date<span id="base_danger" class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="data_received_date" name="data_received_date" placeholder="DD/MM/YYYY" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="policy_issue_date">Endorsement Issue Date<span id="base_danger" class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="policy_issue_date" name="policy_issue_date" placeholder="DD/MM/YYYY" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="month">Endorsement Issue Month<span id="base_danger" class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control readonly-select" id="month" name="month" placeholder="MM/YYYY" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="endorse_eff_date">Endorsement Effective Date<span id="base_danger" class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="endorse_eff_date" name="endorse_eff_date" placeholder="DD/MM/YYYY" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3" id="no_of_insured_endorse_div">
|
||||
<label for="addon_policy">No of Insured<span id="base_danger"class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="emp_count" name="emp_count" placeholder="Enter Employeee" onkeypress="return onlyNumbers(event)">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3" id="no_of_dependents_endorse_div">
|
||||
<label for="addon_policy">No of Dependents<span id="base_danger" class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="dependent_count" name="dependent_count" placeholder="Enter Dependent" onkeypress="return onlyNumbers(event)">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<hr>
|
||||
|
||||
<div class="row">
|
||||
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
|
||||
<select class="form-control" id="policy_status" name="status" required>
|
||||
<option value="" selected>Select Status</option>
|
||||
<?php
|
||||
if (isset($policy_status) && count($policy_status)) {
|
||||
foreach ($policy_status as $key => $value) {
|
||||
if($key == 'pending'){
|
||||
echo "<option value=" . $key . " selected>" . $value . "</option>";
|
||||
}else{
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="last_action_date">Latest Action Date</label>
|
||||
<input id="last_action_date" type="text" class="form-control" name="last_action_date" placeholder="DD/MM/YYYY">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 install_due_date_div" style="display: none;">
|
||||
<label for="install_due_date">Installment due Date</label>
|
||||
<input id="install_due_date" type="text" class="form-control" name="install_due_date" placeholder="DD/MM/YYYY">
|
||||
</div>
|
||||
|
||||
<!-- <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 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>
|
||||
</label>
|
||||
|
||||
<label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;">Make Entry in CD <i class="mdi mdi-information-outline" 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>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Policy Docs Row -->
|
||||
<div class="row" id="policy_docs" style="display: none;">
|
||||
<div class="col-md-12">
|
||||
<div id="accordion_23" class="mb-0">
|
||||
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
|
||||
<span class="font-color-black">Policy Docs</span>
|
||||
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwentyTwo"
|
||||
aria-expanded="true">
|
||||
<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
|
||||
</a>
|
||||
</label>
|
||||
<div class="card mb-1">
|
||||
<div id="collapseTwentyTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_23">
|
||||
<div class="card-body" id="policy_docs_div" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Premium Details -->
|
||||
<div class="row">
|
||||
<div class="col-md-12">
|
||||
<div id="accordion_3" class="mb-0">
|
||||
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
|
||||
<span class="font-color-black">Premium Details</span>
|
||||
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwo"
|
||||
aria-expanded="true">
|
||||
<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
|
||||
</a>
|
||||
</label>
|
||||
<div class="card mb-0">
|
||||
<div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_3">
|
||||
<div class="card-body">
|
||||
<div class="row d-none" id="add_more_row">
|
||||
<div class="col-md-2">
|
||||
<input type="number" id="setInsurerCount" class="form-control" placeholder="Enter count">
|
||||
</div>
|
||||
<!-- <div class="col-md-2">
|
||||
<a id="addInsurer" class="btn btn-primary mb-3">Add Insurer</a>
|
||||
</div> -->
|
||||
<!-- <div class="col-md-1">
|
||||
<a id="submitForm" class="btn btn-success mb-3">Submit</a>
|
||||
</div> -->
|
||||
</div>
|
||||
|
||||
<div id="insurerTableContainer" style="overflow: auto;">
|
||||
<table data-custom-table-css="table" class="table co_share_table" id="insurerTable">
|
||||
<thead>
|
||||
<tr>
|
||||
<th><span class="font-color-black">Premium Details</span></th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr id="table_tr_1">
|
||||
<td>Insurer</td>
|
||||
</tr>
|
||||
<tr id="table_tr_2" style="display: none;">
|
||||
<td>Is Leader?</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_34">
|
||||
<td>CD Acc No</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_37">
|
||||
<td>CD Amount</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_35" style="display: none;">
|
||||
<td>Follower Policy No</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_40" >
|
||||
<td>Endorsement Issue Date</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_3" style="display: none;">
|
||||
<td>Co-Share %</td>
|
||||
</tr>
|
||||
<tr id="table_tr_36">
|
||||
<td>Non-Commissionable<br> Premium Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_4">
|
||||
<td>Base Premium</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_5">
|
||||
<td id="tp_premium_td">TP Premium</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_6" style="display: none;">
|
||||
<td>TEP Premium</td>
|
||||
</tr>
|
||||
<tr class="hidecop" id="table_tr_7" style="display: none;">
|
||||
<td>Co-Premium</td>
|
||||
</tr>
|
||||
<tr class="hidecotp" id="table_tr_38" style="display: none;">
|
||||
<td>Co-TP Premium</td>
|
||||
</tr>
|
||||
<tr class="hidecoter" id="table_tr_39" style="display: none;">
|
||||
<td>Co-TEP Premium</td>
|
||||
</tr>
|
||||
<tr id="table_tr_8">
|
||||
<td>CGST</td>
|
||||
</tr>
|
||||
<tr id="table_tr_9">
|
||||
<td>SGST</td>
|
||||
</tr>
|
||||
<tr id="table_tr_10">
|
||||
<td>IGST</td>
|
||||
</tr>
|
||||
<tr id="table_tr_11">
|
||||
<td>GST Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_12">
|
||||
<td>Stamp Duty</td>
|
||||
</tr>
|
||||
<tr id="table_tr_13">
|
||||
<td>Total</td>
|
||||
</tr>
|
||||
|
||||
<tr id="table_tr_14">
|
||||
<td>Agreed BP %</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_15">
|
||||
<td id="agree_tp_td">Agreed TP %</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_16" style="display: none;">
|
||||
<td id="agree_tp_td">Agreed TEP %</td>
|
||||
</tr>
|
||||
|
||||
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<tr id="table_tr_17">
|
||||
<td>Agreed Amount</td>
|
||||
</tr>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<tr id="table_tr_18">
|
||||
<td>Standard BP %</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_19">
|
||||
<td>Standard TP %</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_20" style="display: none;">
|
||||
<td>Standard TEP %</td>
|
||||
</tr>
|
||||
|
||||
<?php if (in_array(in_array(get_role_id(), [1,5]) || FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<tr id="table_tr_21">
|
||||
<td>Actual BP Amount</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_22">
|
||||
<td>Actual TP Amount</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_23" style="display: none;">
|
||||
<td>Actual TEP Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_24">
|
||||
<td>Actual BP %</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_25">
|
||||
<td>Actual TP %</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_26" style="display: none;">
|
||||
<td>Actual TEP %</td>
|
||||
</tr>
|
||||
<tr id="table_tr_27">
|
||||
<td>Actual BP <br> Remuneration Amount</td>
|
||||
</tr>
|
||||
<tr class="hidetp" id="table_tr_28">
|
||||
<td>Actual TP <br> Remuneration Amount</td>
|
||||
</tr>
|
||||
<tr class="hideter" id="table_tr_29" style="display: none;">
|
||||
<td>Actual TEP <br> Remuneration Amount</td>
|
||||
</tr>
|
||||
<tr id="table_tr_30">
|
||||
<td>Expected Amount</td>
|
||||
</tr>
|
||||
<!-- <tr id="table_tr_31">
|
||||
<td>Variance</td>
|
||||
</tr> -->
|
||||
<!-- <tr id="table_tr_32">
|
||||
<td>Reward</td>
|
||||
</tr> -->
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<tr id="table_tr_33" style="display: none;">
|
||||
<td></td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group text-right mt-3 m-b-0" id="submitButton">
|
||||
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
|
||||
</div>
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
@ -1017,6 +1040,8 @@
|
||||
$('#cop_yes').val(0);
|
||||
}
|
||||
|
||||
$('#policy_tranction_primarykey_for_file_upload').val(res.data.id);
|
||||
$('#client_policy_id_for_file_upload').val(res.data.client_policy_id);
|
||||
$('#policy_tranction_primarykey').val(res.data.id);
|
||||
$('#client_type').val(res.data.client_type).trigger('change');
|
||||
$('#client_id').val(res.data.client_id).change();
|
||||
@ -1067,12 +1092,16 @@
|
||||
$('#cd_ac_no').val(res.data.cd_ac_no);
|
||||
$('#ct_type').val(res.data.ct_type);
|
||||
|
||||
$('#hide_file_upload').show()
|
||||
|
||||
if (res.data.policy_with_corr == 1) {
|
||||
$('#policy_with_corr').prop('checked', true);
|
||||
} else {
|
||||
$('#policy_with_corr').prop('checked', false);
|
||||
}
|
||||
|
||||
appendFileTableBody(res.data.pt_files);
|
||||
|
||||
// if (res.data.is_cd_reduce_from_bds == 1) {
|
||||
// $('#is_cd_reduce_from_bds').prop('checked', true).prop('checked', false);
|
||||
// } else {
|
||||
|
||||
@ -363,10 +363,9 @@ table.dataTable thead th {
|
||||
</div><!-- end col -->
|
||||
</div>
|
||||
|
||||
|
||||
<!-- end table row -->
|
||||
<?php include('pt_endorsement_form_file_upload_tab.php'); ?>
|
||||
|
||||
<?php include('policy_transaction_endorsement_form.php'); ?>
|
||||
<script>
|
||||
document.addEventListener("DOMContentLoaded", function() {
|
||||
const table = document.getElementById("tickets-table");
|
||||
@ -448,6 +447,7 @@ table.dataTable thead th {
|
||||
});
|
||||
});
|
||||
</script>
|
||||
|
||||
<script>
|
||||
var client_list = '';
|
||||
var branch_list = '';
|
||||
@ -461,6 +461,7 @@ table.dataTable thead th {
|
||||
$(document).ready(function() {
|
||||
|
||||
getClientAndBranchAndPolicy()
|
||||
addHTMLInput();
|
||||
|
||||
<?php if (session()->has('create_failed')) : ?>
|
||||
toastr.error('<?= session()->getFlashdata('create_failed') ?>', 'Failed');
|
||||
@ -506,6 +507,8 @@ table.dataTable thead th {
|
||||
className: 'btn app-btn-primary mr-2',
|
||||
action: function (e, dt, node, config) {
|
||||
hide_list_show_add();
|
||||
addHTMLInput(null, 'policy_docs_div');
|
||||
$('#policy_docs').show()
|
||||
},
|
||||
attr: { id: 'btnAdd' }
|
||||
},
|
||||
@ -614,15 +617,16 @@ table.dataTable thead th {
|
||||
$('#endorsement_form_id')[0].reset();
|
||||
$('#client_id').val('').change();
|
||||
$('#client_policy_id').val('').change();
|
||||
$('#endorsement_form').show();
|
||||
$('#endorsement_list').hide();
|
||||
$('#endorsement_filter').hide();
|
||||
$('#invoice_no_div').hide();
|
||||
$('#invoice_no').attr('required', false)
|
||||
|
||||
$('#pt_onboarding').show();
|
||||
$('#endorsement_list').hide();
|
||||
$('#endorsement_filter').hide();
|
||||
}
|
||||
|
||||
function show_list_hide_add() {
|
||||
$('#endorsement_form').hide()
|
||||
$('#pt_onboarding').hide()
|
||||
$('#endorsement_list').show()
|
||||
$('#endorsement_filter').show()
|
||||
|
||||
@ -836,7 +840,6 @@ table.dataTable thead th {
|
||||
})
|
||||
</script>
|
||||
|
||||
|
||||
<script>
|
||||
$(document).ready(function() {
|
||||
getURLParams()
|
||||
@ -1034,4 +1037,87 @@ table.dataTable thead th {
|
||||
});
|
||||
}
|
||||
|
||||
function addHTMLInput(data = null, container_id = 'dynamic-form-container')
|
||||
{
|
||||
console.log('container_id', container_id);
|
||||
const container = document.getElementById(container_id);
|
||||
|
||||
let required = ''
|
||||
let required_star = ''
|
||||
if(container_id == 'dynamic-form-container'){
|
||||
required = 'required';
|
||||
required_star = '*';
|
||||
}
|
||||
console.log('container', container);
|
||||
|
||||
const newRow = document.createElement('div');
|
||||
newRow.className = 'form-row dynamic-form-row';
|
||||
newRow.innerHTML = `
|
||||
<div class="form-group col-md-5">
|
||||
<label for="file_name">Document Name<span class="text-danger">${required_star}</span></label>
|
||||
<input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name" ${required}>
|
||||
</div>
|
||||
<div class="form-group col-md-5">
|
||||
<label for="file">Upload File<span class="text-danger">${required_star}</span></label>
|
||||
<input type="file" class="form-control" id="file_name" name="file[]" ${required} accept=".pdf,.jpg,.jpeg,.png">
|
||||
</div>
|
||||
<div class="form-group col-md-2" style="position: relative;top: 28px;">
|
||||
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this, '${container_id}')">x</a>
|
||||
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(null, '${container_id}')">+</a>
|
||||
</div>
|
||||
`;
|
||||
container.appendChild(newRow);
|
||||
|
||||
if (data !== null && data.db_column_name !== undefined) {
|
||||
const selectElement = newRow.querySelector('.db-column-name-select');
|
||||
selectElement.value = data.db_column_name;
|
||||
}
|
||||
}
|
||||
|
||||
function removeHTMLInput(element, container_id)
|
||||
{
|
||||
const container = document.getElementById(container_id);
|
||||
const rows = container.querySelectorAll('.dynamic-form-row');
|
||||
|
||||
if (rows.length > 1) {
|
||||
const row = element.closest('.dynamic-form-row');
|
||||
row.remove();
|
||||
}
|
||||
}
|
||||
|
||||
function appendFileTableBody(data)
|
||||
{
|
||||
console.log(data);
|
||||
|
||||
$('#table_bd').empty();
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var row = $('<tr>');
|
||||
|
||||
row.append($('<td>').text(index+1));
|
||||
row.append($('<td>').text(item.doc_name));
|
||||
row.append($('<td>').text(item.file_name));
|
||||
|
||||
// var url = "<?= base_url('/downloadGdriveFile'); ?>" +
|
||||
// "?client_id=" + item.client_id +
|
||||
// "&file_type=policy" +
|
||||
// "&file_name=" + item.file_name +
|
||||
// "&client_policy_id=" + item.client_policy_id;
|
||||
|
||||
var url = '<?= base_url('download-kyc-docs/') ?>' + item.file_name;
|
||||
|
||||
|
||||
var link = $('<a>')
|
||||
.attr('href', url)
|
||||
.attr('target', '_blank') // Open in a new tab
|
||||
.attr('style', 'font-size:18px;')
|
||||
.attr('data-id', item.id)
|
||||
.addClass('mdi mdi-download')
|
||||
|
||||
|
||||
// Append the <a> tag inside the <td>
|
||||
row.append($('<td>').append(link));
|
||||
$('#table_bd').append(row);
|
||||
});
|
||||
}
|
||||
</script>
|
||||
34
app/Views/pt_endorsement_form_file_upload_tab.php
Normal file
34
app/Views/pt_endorsement_form_file_upload_tab.php
Normal file
@ -0,0 +1,34 @@
|
||||
<div class="row" id="pt_onboarding" style="position: relative; bottom: 25px; display:none;">
|
||||
<div class="col-xl-12">
|
||||
<div class="card-body">
|
||||
<div class="tab-wrapper position-relative">
|
||||
<ul class="nav nav-pills navtab-bg" id="myTab">
|
||||
<li class="nav-item d-flex justify-content-center align-items-center">
|
||||
<button class="scroll-btn left-btn" type="button">◀</button>
|
||||
</li>
|
||||
<li class="nav-item">
|
||||
<a href="#form" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active-tab active" id="general_tab">
|
||||
<span class="mr-1"><i class="mdi mdi-contacts"></i></span>
|
||||
<span class="d-none d-sm-inline-block">Policy</span>
|
||||
</a>
|
||||
</li>
|
||||
<li class="nav-item" id="hide_file_upload" style="display: none;">
|
||||
<a href="#fileupload" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
|
||||
<span class="mr-1"><i class="mdi mdi-file"></i></span>
|
||||
<span class="d-none d-sm-inline-block">Policy Docs</span>
|
||||
</a>
|
||||
</li>
|
||||
<li class="nav-item d-flex justify-content-center align-items-center">
|
||||
<!-- Right Arrow -->
|
||||
<button class="scroll-btn right-btn" type="button">▶</button>
|
||||
</li>
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
<div class="tab-content">
|
||||
<?php include('policy_transaction_endorsement_form.php'); ?>
|
||||
<?php include('drive_file_upload.php'); ?>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
Loading…
Reference in New Issue
Block a user