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FIX_UNIT_ISSUE_LEAD_MODULE_DEVLOPMENT : RV

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This commit is contained in:
VENKATESHWARAN 2024-10-19 20:07:37 +05:30
parent 29857c50ce
commit 3f5795859b
5 changed files with 457 additions and 80 deletions
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134
app/Controllers/LeadsController.php
View File

@ -13,8 +13,10 @@ use App\Models\LeadsModel;
use App\Models\PolicyTypeModel;
use App\Models\KYCEntityTypeModel;
use App\Models\PolicyTransactionStatusModel;
use App\Models\InsurerBranchModel;
use App\Models\TPABranchModel;
class LeadsController extends AdminController
class LeadsController extends BaseController
{
use ResponseTrait;
@ -31,6 +33,8 @@ class LeadsController extends AdminController
protected $policyTypeModel;
protected $kycEntityTypeModel;
protected $policyTransactionStatusModel;
protected $insurerBranchModel;
protected $tpaBranchModel;
//variables for storing array
protected $issuer;
@ -52,10 +56,12 @@ class LeadsController extends AdminController
$this->policyTypeModel = new PolicyTypeModel();
$this->kycEntityTypeModel = new KYCEntityTypeModel();
$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
$this->insurerBranchModel = new InsurerBranchModel();
$this->tpaBranchModel = new TPABranchModel();
$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
$this->clientType = [1 => 'Group', 2 => 'Individual'];
$this->leadType = [1 => 'Fresh', 2 => 'Renewal'];
$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
$this->leadsStatus = [
'queued' => 'Queued',
'qcr_sent' => 'QCR sent',
@ -71,13 +77,21 @@ class LeadsController extends AdminController
{
$data['page_name'] = 'Leads';
$data['issuer'] = $this->issuer ;
$data['client_type'] = $this->clientType;
$data['lead_type'] = $this->leadType;
// Set basic data
$data['issuer'] = $this->issuer;
$data['client_type'] = $this->clientType;
$data['lead_type'] = $this->leadType;
$data['lead_status'] = $this->leadsStatus;
// Fetch policy types and entity data
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
// Fetch insurer and TPA branch data
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
// Fetch sales team members who are active in team 5
$data['salse_team'] = $this->userModel
->select('user_profiles.*')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
@ -86,9 +100,13 @@ class LeadsController extends AdminController
->where('user_profiles.is_active', 1)
->findAll();
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
// dd($data);
$this->loadLayout('leads_list', $data);
// Fetch leads data
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
// Load layout and pass data
$this->loadLayout('leads_list', $data);
}
public function createLead()
@ -126,9 +144,9 @@ class LeadsController extends AdminController
if($data['client_code'] == 2){
$data['client_code'] = generate_client_code('IC');
}
$data = $this->prepareMultipleLeadData($data);
// print_r($data); die;
return $data;
}
@ -136,7 +154,41 @@ class LeadsController extends AdminController
{
$processedData = [];
foreach($data['policy_type_id'] as $index => $value){
$processedData = [
// Separate the insurer and insurer branch
list($insurer_branch_id, $insurer_id) = explode('-',$data['insurer'][$index]);
// Separate the tpa and tpa branch
list($tpa_branch_id, $tpa_id) = explode('-',$data['tpa'][$index]);
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
} else {
$proposed_insurer_branch_id = 0;
$proposed_insurer_id = 0;
}
// Separate the TPA and TPA branch, handle missing or invalid data
if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
} else {
$proposed_tpa_branch_id = 0;
$proposed_tpa_id = 0;
}
if(!empty($data['policy_start_date'][$index])){
$policy_start_date = change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
}else{
$policy_start_date = null;
}
if(!empty($data['policy_end_date'][$index])){
$policy_end_date = change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
}else{
$policy_end_date = null;
}
$processedData[] = [
'lead_type' => $data['lead_type'],
'issuer' => $data['issuer'],
'client_type' => $data['client_type'],
@ -144,23 +196,34 @@ class LeadsController extends AdminController
'client_short_name' => $data['client_short_name'],
'entity_type_id' => $data['entity_type_id'],
'client_code' => $data['client_code'],
'cost_center' => $data['cost_center'],
'pan' => $data['pan'],
'gst' => $data['gst'],
'branch_name' => $data['branch_name'],
'branch_code' => $data['branch_code'],
'contact_person_name' => $data['contact_person_name'],
'contact_person_mobile' => $data['contact_person_mobile'],
'client_id' => $data['client_id'],
'client_branch_id' => $data['client_branch_id'],
'source_policy_id' => $data['source_policy_id'],
'client_id' => $data['client_id'] ?? 0,
'client_branch_id' => $data['client_branch_id'] ?? 0,
'source_policy_id' => $data['source_policy_id'] ?? 0,
'policy_type_id' => $value,
'salse_person_id' => $data['salse_person_id'],
'status' => $data['status'],
'notes' => $data['notes'],
'created_by' => $data['created_by'],
'updated_by' => $data['updated_by'],
'is_active' => $data['is_active'],
'salse_person_id' => $data['salse_person_id'] ?? 0,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'tpa_id' => $tpa_id ?? 0,
'tpa_branch_id' => $tpa_branch_id ?? 0,
'policy_start_date' => $policy_start_date,
'policy_end_date' => $policy_end_date,
'no_of_lives' => $data['no_of_lives'][$index] ?? null,
'claims' => $data['claims'][$index] ?? null,
'location' => $data['location'][$index] ?? null,
'proposed_insurer_id' => $proposed_insurer_id ?? 0,
'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
'proposed_tpa_id' => $proposed_tpa_id ?? 0,
'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
'status' => $data['status'] ?? null,
'notes' => $data['notes'] ?? null,
];
}
@ -169,21 +232,24 @@ class LeadsController extends AdminController
private function insertNewLead($data)
{
$insert = $this->leadsModel->insert($data);
$insertCount = [];
foreach($data as $value){
$insert = $this->leadsModel->insert($value);
$insertCount[] = $insert;
$this->insertLeadStatus($insert, $value['status'], 3);
}
if ($insert) {
$this->insertLeadStatus($insert, $data['status'], 3);
if (count($insertCount) > 0) {
return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
}
return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
}
private function updateOldLead($id, $data)
{
if ($this->leadsModel->update($id, $data)) {
$this->insertLeadStatus($id, $data['status'], 3);
if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
$this->insertLeadStatus($id, $data[0]['status'], 3);
return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
}
return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
@ -197,6 +263,18 @@ class LeadsController extends AdminController
->where('leads.id', $id)
->where('leads.is_active', 1)
->first();
if(!empty($data['policy_start_date'])){
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}else{
$data['policy_start_date'] = null;
}
if(!empty($data['policy_end_date'])){
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
}else{
$data['policy_end_date'] = null;
}
if($data){
return $this->respond(['status' => true, 'data' => $data], 200);

10
app/Helpers/sendMailNotification.php
View File

@ -234,13 +234,11 @@ class sendMailNotification
$policy_name = $inner_item['policy_name'];
if ($inner_item['relationship'] == 'Self') {
$emp_code = ' (' . $inner_item['emp_code'] . ')';
$emp_code = '(' . $inner_item['emp_code'] . ')';
$mail = $inner_item['email_corporate'];
} else {
$emp_code = '';
}
$name = $inner_item['name'];
}
$si = '';
$premium = '';
$gst_forself = '';
@ -251,7 +249,7 @@ class sendMailNotification
}
$temp_data .= '<tr>';
$temp_data .= '<td>' . $inner_item['name'] . $emp_code . '</td>';
$temp_data .= '<td>' . $inner_item['name'] . ($inner_item['relationship'] == 'Self' ? ' (' . $inner_item['emp_code'] . ')' : '') . '</td>';
$temp_data .= '<td>' . $inner_item['relationship'] . '</td>';
$temp_data .= '<td>' . \DateTime::createFromFormat('Y-m-d', $inner_item['dob'])->format('d-m-Y') . '</td>';
$temp_data .= '<td>' . $si . '</td>';

14
app/Models/LeadsModel.php
View File

@ -29,6 +29,19 @@ class LeadsModel extends Model
'source_policy_id',
'policy_type_id',
'salse_person_id',
'insurer_id',
'insurer_branch_id',
'tpa_id',
'tpa_branch_id',
'policy_start_date',
'policy_end_date',
'no_of_lives',
'claims',
'location',
'proposed_insurer_id',
'proposed_insurer_branch_id',
'proposed_tpa_id',
'proposed_tpa_branch_id',
'status',
'notes',
'created_at',
@ -86,6 +99,7 @@ class LeadsModel extends Model
->where('leads.is_active', 1)
->where('leads.is_active', 1)
->where('leads.is_active', 1)
->orderBy('id', 'desc')
->findAll();
}

334
app/Views/leads_form.php
View File

@ -90,26 +90,11 @@
</select>
</div>
<div class="form-group col-md-3">
<label for="policy_type_id"> Policy Type <span class="text-danger">*</span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id" required>
<option value="">Select Policy Type</option>
<?php
if (isset($policy_type) && count($policy_type)) {
foreach ($policy_type as $key => $value) {
echo "<option value='" . $value['id'] . "' >" .
$value['policy_type'] .
"</option>";
}
}
?>
</select>
</div>
</div>
<hr>
<!-- client row -->
<div class="form-row" id="freshDiv">
<div class="form-group col-md-3">
@ -142,13 +127,13 @@
<div class="form-group col-md-3">
<label for="client_name">Client Name<span class="text-danger">*</span></label>
<input class="form-control" id="client_name" name="client_name"
<input type="text" class="form-control" id="client_name" name="client_name"
placeholder="Enter Client Name" required>
</div>
<div class="form-group col-md-3">
<label for="client_short_name">Client Short Name<span class="text-danger">*</span></label>
<input class="form-control" id="client_short_name" name="client_short_name"
<input type="text" class="form-control" id="client_short_name" name="client_short_name"
placeholder="Enter Client Short Name" required>
</div>
@ -184,14 +169,14 @@
<div class="form-row">
<div class="form-group col-md-3">
<label for="pan">PAN<span class="text-danger"></span></label>
<input type="text" class="form-control" id="pan" placeholder="Enter PAN Number"
data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan"
data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
<input type="text" class="form-control" id="pan" placeholder="Enter PAN Number" data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan" data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
</div>
</div>
<!-- end client row -->
<hr>
<!-- branch row-->
<div class="form-row">
<div class="form-group col-md-3">
@ -204,32 +189,36 @@
<div class="form-group col-md-3">
<label for="client_branch">Branch Name<span class="text-danger">*</span></label>
<input class="form-control" id="branch_name" name="branch_name"
<input type="text" class="form-control" id="branch_name" name="branch_name"
placeholder="Enter Branch Name" required>
</div>
<div class="form-group col-md-2">
<label for="client_branch">Branch Code<span class="text-danger">*</span></label>
<input class="form-control" id="branch_code" name="branch_code"
<input type="text" class="form-control" id="branch_code" name="branch_code"
placeholder="Enter Branch Code" required>
</div>
<div class="form-group col-md-2">
<label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
<input class="form-control" id="contact_person_name" name="contact_person_name"
<input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
placeholder="Enter Contact Name" required>
</div>
<div class="form-group col-md-2">
<label for="client_branch">Contact Person Mobile<span class="text-danger">*</span></label>
<input class="form-control" id="contact_person_mobile" name="contact_person_mobile"
<input type="text" class="form-control" id="contact_person_mobile" name="contact_person_mobile"
placeholder="Enter Contact Mobile" required>
</div>
</div>
<!-- policy row -->
<div id="dynamic-form-container"></div>
<hr>
<!-- other row -->
<div class="form-row">
<div class="form-group col-md-3">
@ -287,13 +276,50 @@
<script>
//SELECT2 document ready function
$(document).ready(function() {
addHTMLInput()
setTimeout(function() {
$("textarea.select2-search__field").attr('rows', '1');
$("textarea.select2-search__field").css('resize', 'none');
}, 1000)
$('#insurer').select2();
$('#tpa').select2();
$('#proposed_insurer').select2();
$('#proposed_tpa').select2();
})
//DATE document ready function
// $(document).ready(function(){
// var today = new Date();
// var policy_start_date = flatpickr(".policy_start_date", {
// dateFormat: "d/m/Y",
// // defaultDate: today,
// allowInput: false,
// onChange: function(selectedDates, dateStr, instance) {
// var policy_end_date = new Date(selectedDates[0]);
// policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
// policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
// policy_end_datePicker.setDate(policy_end_date);
// }
// });
// // Calculate the end date (today + 1 year)
// // var closeDate = new Date(today);
// // closeDate.setFullYear(closeDate.getFullYear() + 1);
// // closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
// var policy_end_datePicker = flatpickr(".policy_end_date", {
// dateFormat: "d/m/Y",
// // defaultDate: closeDate,
// allowInput: false
// });
// })
//---------------------------------------------------------------------------------------------------------
//view and edit Lead data function
@ -313,6 +339,7 @@ function getLeadsDataForEdit(input) {
dataType: 'json',
success: function(res) {
$('.btnDiv').hide();
console.log('getLeadsDataForEdit', res);
if (res.status == true) {
@ -330,10 +357,10 @@ function getLeadsDataForEdit(input) {
$('#client_name').val(res.data.client_name);
$('#client_short_name').val(res.data.client_short_name);
$('#entity_type_id').val(res.data.entity_type_id);
$('#policy_type_id').val(res.data.policy_type_id).change();
$('#lead_status').val(res.data.status);
$('#notes').val(res.data.notes);
setTimeout(function() {
$('#client_id').val(res.data.client_id).change();
setTimeout(function() {
@ -356,6 +383,24 @@ function getLeadsDataForEdit(input) {
}, 1000);
}, 1000);
var insurer = res.data.insurer_branch_id + '-' + res.data.insurer_id;
var tpa = res.data.tpa_branch_id + '-' + res.data.tpa_id;
var proposed_insurer = res.data.proposed_insurer_branch_id + '-' + res.data.proposed_insurer_id;
var proposed_tpa = res.data.proposed_tpa_branch_id + '-' + res.data.proposed_tpa_id;
$('#policy_type_id_1').val(res.data.policy_type_id).change();
$('#insurer_1').val(insurer).select2();
$('#tpa_1').val(tpa).select2();
$('#proposed_insurer_1').val(proposed_insurer).select2();
$('#proposed_tpa_1').val(proposed_tpa).select2();
$('#policy_start_date_1').val(res.data.policy_start_date);
$('#policy_end_date_1').val(res.data.policy_end_date);
$('#no_of_lives').val(res.data.no_of_lives);
$('#claims').val(res.data.claims);
$('#location').val(res.data.location);
if (res.data.salse_person_id) {
selecSalsePerson(res.data.salse_person_id);
}
@ -365,11 +410,13 @@ function getLeadsDataForEdit(input) {
$('#freshDiv').find('select, input').removeAttr('required');
$('#renewalDiv').show();
$('#freshDiv').hide();
$('.proposed_div').show().find('select, input').attr('required', 'required');
} else {
$('#renewalDiv').find('select, input').removeAttr('required');
$('#freshDiv').find('select, input').attr('required', 'required');
$('#renewalDiv').hide();
$('#freshDiv').show();
$('.proposed_div').hide().find('select, input').removeAttr('required');
}
@ -386,6 +433,7 @@ function getLeadsDataForEdit(input) {
});
}
//client branch data
function getBranchData(input) {
var client_branch_id = $(input).val();
@ -438,6 +486,57 @@ function getBranchData(input) {
}
}
//Client Policy Data
function getPolicyData(input) {
var client_policy_id = $(input).val();
if (client_policy_id) {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$.ajax({
url: '<?php echo base_url('client/policy/list/');?>' + client_policy_id,
type: "GET",
dataType: 'json',
success: function(res) {
console.log('getPolicyData response', res);
if (res.status == true) {
$('#gst').val(res.data.gst);
$('#pan').val(res.data.pan);
$('#branch_name').val(res.data.branch_name);
$('#branch_code').val(res.data.branch_code);
$('#contact_person_name').val(res.contact.name);
$('#contact_person_mobile').val(res.contact.mobile);
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
} else {
$('#gst').val('');
$('#pan').val('');
$('#branch_name').val('');
$('#branch_code').val('');
$('#contact_person_name').val('');
$('#contact_person_mobile').val('');
console.log(res.message, 'warning');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
},
error: function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
}
}
function selecSalsePerson(salse_person_ids) {
salse_person_ids = JSON.parse(salse_person_ids);
@ -456,6 +555,187 @@ function selecSalsePerson(salse_person_ids) {
//---------------------------------------------------------------------------------------------------------
var increment = 1;
function addHTMLInput() {
const container = document.getElementById('dynamic-form-container');
const newRow = document.createElement('div');
newRow.className = 'form-row dynamic-form-row';
// Add an <hr> element
const hrElement = document.createElement('hr');
container.appendChild(hrElement);
// Set inner HTML with necessary input fields
newRow.innerHTML += `
<div class="form-group col-md-3">
<label for="policy_type_id">Policy Type <span class="text-danger">*</span></label>
<select class="form-control" id="policy_type_id_${increment}" name="policy_type_id[]" required>
<option value="">Select Policy Type</option>
<?php
if (isset($policy_type) && count($policy_type)) {
foreach ($policy_type as $value) {
echo "<option value='" . $value['id'] . "'>" .
$value['policy_type'] .
"</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="insurer">Insurer <span class="text-danger">*</span></label>
<select class="form-control" id="insurer_${increment}" name="insurer[]" required>
<option value="">Select Insurer</option>
<?php if (isset($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="tpa">TPA <span class="text-danger">*</span></label>
<select class="form-control" id="tpa_${increment}" name="tpa[]" required>
<option value="">Select TPA</option>
<?php if (isset($tpa)) { ?>
<?php foreach ($tpa as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="no_of_lives">No of Lives <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="no_of_lives" name="no_of_lives[]" placeholder="Enter Lives" required>
</div>
<div class="form-group col-md-3">
<label for="policy_start_date_${increment}">Date of Commencement <span class="text-danger">*</span></label>
<input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" required>
</div>
<div class="form-group col-md-3">
<label for="policy_end_date_${increment}">Date of Expiry <span class="text-danger">*</span></label>
<input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE" required>
</div>
<div class="form-group col-md-3">
<label for="claims">Claims <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="claims" name="claims[]" placeholder="Enter Claims" required>
</div>
<div class="form-group col-md-3">
<label for="location">Location <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" required>
</div>
<div class="form-group col-md-3 proposed_div" style="display: none;">
<label for="proposed_insurer">Proposed Insurer <span class="text-danger">*</span></label>
<select class="form-control" id="proposed_insurer_${increment}" name="proposed_insurer[]" required>
<option value="">Select Insurer</option>
<?php if (isset($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3 proposed_div" style="display: none;">
<label for="proposed_tpa">Proposed TPA <span class="text-danger">*</span></label>
<select class="form-control" id="proposed_tpa_${increment}" name="proposed_tpa[]" required>
<option value="">Select TPA</option>
<?php if (isset($tpa)) { ?>
<?php foreach ($tpa as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput()">+</a>
</div>
`;
container.appendChild(newRow);
var lead_type = $('#lead_type').val();
if (lead_type == 2) {
$('.proposed_div').show().find('select, input').attr('required', 'required');
} else {
$('.proposed_div').hide().find('select, input').removeAttr('required');
}
// Scroll the newly added select into view and focus on it
const newPolicyTypeSelect = document.getElementById(`policy_type_id_${increment}`);
newPolicyTypeSelect.scrollIntoView({ behavior: 'smooth', block: 'end' });
newPolicyTypeSelect.focus();
$('#insurer_'+ increment).select2();
$('#tpa_'+ increment).select2();
$('#proposed_insurer_'+ increment).select2();
$('#proposed_tpa_'+ increment).select2();
$('#policy_type_id_'+ increment).select2();
// Initialize date pickers
var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
dateFormat: "d/m/Y",
allowInput: false,
onChange: function(selectedDates) {
var policy_end_date = new Date(selectedDates[0]);
policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
policy_end_datePicker.setDate(policy_end_date);
}
});
var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
dateFormat: "d/m/Y",
allowInput: false
});
increment++; // Increment after adding the input
}
function removeHTMLInput(element)
{
const container = document.getElementById('dynamic-form-container');
const rows = container.querySelectorAll('.dynamic-form-row');
if (rows.length > 1) {
const row = element.closest('.dynamic-form-row');
const hrElement = row.previousElementSibling; // Get the <hr> before the row
console.log(hrElement);
console.log(hrElement.tagName);
if (hrElement && hrElement.tagName === 'HR') { // Check if it's an <hr> element
hrElement.remove(); // Remove the <hr>
}
row.remove();
}
}
//---------------------------------------------------------------------------------------------------------
$("#leads_form_id").submit(function(event) {
@ -536,6 +816,7 @@ $('#lead_type').change(function() {
$('#renewalDiv').find('select, input').attr('required', 'required');
$('#freshDiv').find('select, input').removeAttr('required');
$('#renewalDiv').show();
$('.proposed_div').show().find('select, input').attr('required', 'required');
$('#freshDiv').hide();
$('#gst').val('');
@ -550,6 +831,7 @@ $('#lead_type').change(function() {
$('#renewalDiv').find('select, input').removeAttr('required');
$('#freshDiv').find('select, input').attr('required', 'required');
$('#renewalDiv').hide();
$('.proposed_div').hide().find('select, input').removeAttr('required');
$('#freshDiv').show();
$('#gst').val('');

45
app/Views/policy_grid.php
View File

@ -344,7 +344,6 @@ var terms_si_amount_array = [];
var unit_length = 0;
var branch_units = [];
$('body').on('click', '.btnPolicyModel', function()
{
$('#tab_content .tab-pane').not('#primary_rack_rate_tab').remove();
@ -3063,7 +3062,7 @@ function createCheckboxes(obj, additional_relationship = [], unique_id = null, p
`;
console.log(html);
// console.log(html);
$relationshipElement.append(html);
@ -3920,7 +3919,7 @@ function appendFourthAndSixthRackRate(data = null, uniqueId = null)
}
if(unit_length == 1){
toAddUnitInManuall(unique_id, branch_units[0], 'appendFourthAndSixthRackRate')
toAddUnitInManuall(uniqueId, branch_units[0], 'appendFourthAndSixthRackRate')
}
}
@ -4353,21 +4352,23 @@ function applyStyles(tabId) {
function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
console.log('toAddUnitInManuall unique_id', unique_id)
console.log('toAddUnitInManuall unique_id', typeof unique_id)
console.log('toAddUnitInManuall whichFunction', whichFunction)
var id = $('#grid')[0];
var id = $('#grid').val();
console.log(id);
var container = $('#grid_content_input');
if (unique_id) {
id = $('#grid_'+unique_id)[0];
if (unique_id !== 'null' && unique_id !== null && unique_id !== false && unique_id !== 'false') {
id = $('#grid_'+unique_id).val();
console.log(id);
container = $('#grid_content_input_for_additional_'+unique_id);
}
console.log('checkValideUnits id', id);
console.log('checkValideUnits container', container);
if (id.value === '3') {
if (id === '3') {
var units = container.find('input[name="3_unit[]"]');
var unitValues = [];
@ -4376,7 +4377,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '4') {
} else if (id === '4') {
var units = container.find('input[name="4_unit[]"]');
var unitValues = [];
@ -4385,7 +4386,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '2' || id.value === '9') {
} else if (id === '2' || id === '9') {
var units = container.find('input[name="gpa_unit29[]"]');
@ -4393,7 +4394,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '5') {
} else if (id === '5') {
var units = container.find('input[name="5_unit[]"]');
@ -4401,7 +4402,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '6') {
} else if (id === '6') {
var units = container.find('input[name="6_unit[]"]');
@ -4409,7 +4410,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '7') {
} else if (id === '7') {
var units = container.find('input[name="7_unit[]"]');
@ -4417,7 +4418,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '10') {
} else if (id === '10') {
var units = container.find('input[name="10_unit[]"]');
@ -4425,7 +4426,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '8') {
} else if (id === '8') {
var units = container.find('input[name="8_unit[]"]');
@ -4433,7 +4434,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '11') {
} else if (id === '11') {
var units = container.find('input[name="11_unit[]"]');
@ -4441,7 +4442,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '12') {
} else if (id === '12') {
var units = container.find('input[name="12_unit[]"]');
@ -4449,7 +4450,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '13') {
} else if (id === '13') {
var units = container.find('input[name="13_unit[]"]');
@ -4457,23 +4458,27 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
var value = $(this).val(branch_unit);
});
} else if (id.value === '1') {
} else if (id === '1') {
console.log('checkValideUnits id', id);
var selectedValue = $('#si_or_bp').val();
if (selectedValue == 1) {
console.log('checkValideUnits id 1', id);
var units = container.find('input[name="gpa_unit_1[]"]');
units.each(function() {
var value = $(this).val(branch_unit);
$(this).val(branch_unit);
});
} else if (selectedValue == 3) {
console.log('checkValideUnits id 3', id);
var units = container.find('input[name="gpa_unit_3[]"]');
units.each(function() {
var value = $(this).val(branch_unit);
$(this).val(branch_unit);
});
}