Merge remote-tracking branch 'origin/dev' into dev
This commit is contained in:
velz
commit
6070ab8ee5
@ -428,6 +428,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
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$routes->group("report", ["filter" => "authMVC"], function ($routes) {
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$routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
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$routes->match(['get', 'post'],"listNew", "PolicyTransactionController::reportBDSNew");
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$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
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$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
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$routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
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@ -518,8 +518,8 @@ class ClientController extends AdminController
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public function updateEmpAndPolicyStatus()
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{
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$return = $this->clientPolicyModel->updateStatus();
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return $return;
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$this->myLogger->logme('error', 'Client Policy Status Update Count: {data}', ['data' => $return['client']]);
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$this->myLogger->logme('error', 'Employee Policy Status Update Count: {data}', ['data' => $return['emp']]);
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}
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@ -1613,7 +1613,7 @@ class ClientController extends AdminController
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if ($update) {
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$policy_transaction_update = $this->deactivatePolicyTransactionsPolicy($id);
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// $policy_transaction_update = $this->deactivatePolicyTransactionsPolicy($id);
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return $this->respond(['status' => true, 'code' => 200], 200);
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} else {
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@ -4816,6 +4816,7 @@ class ClientController extends AdminController
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'vehicle_no' => $data['vehicle_no'],
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'type' => $data['type'],
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'rc' => $data['rc'],
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'rto_id' => $data['rto_id'],
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'branch_id' => $branch_insert,
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'owner' => $client_insert,
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];
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@ -4861,6 +4862,7 @@ class ClientController extends AdminController
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'vehicle_no' => $data['vehicle_no'],
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'type' => $data['type'],
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'rc' => $data['rc'],
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'rto_id' => $data['rto_id'],
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'branch_id' => $data['branch_id'] ?? null,
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'owner' => $data['owner'],
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];
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@ -5064,10 +5066,12 @@ class ClientController extends AdminController
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->where('policy_no', $policy_no)
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->countAllResults();
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$client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('policy_status', 1)->where('policy_no', trim($policy_no))->first();
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if ($data > 0) {
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return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data], 200);
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return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200);
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} else {
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return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200);
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return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200);
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}
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}
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@ -225,20 +225,23 @@ class DashboardController extends AdminController
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$pendingActionsController = new PendingActionsController;
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$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
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$businessTeamData = $this->policyTransactionModel->getBusinessReportList();
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$financeTeamData = $this->policyTransactionModel->getFinanceReportList();
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$businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
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$financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
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//BDS dashboard data
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// $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
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// $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
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// $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
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// $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
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$businessTeamData = [];
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$financeTeamData = [];
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$businessTeamStatusData = [];
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$financeTeamStatusData = [];
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$data['client_branch_emp_list'] = $results;
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$session = \Config\Services::session();
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$session->set('enrollment_data', json_encode($data));
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// echo "<pre>";
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$data['pendingActionsData'] = $pendingActionsData;
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$data['businessTeamCount'] = count($businessTeamData) ?? 0;
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// dd($businessTeamData);
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$data['financeTeamCount'] = count($financeTeamData) ?? 0;
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$data['businessTeamStatusData'] = $businessTeamStatusData;
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$data['financeTeamStatusData'] = $financeTeamStatusData;
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@ -35,7 +35,7 @@ use App\Controllers\JobWorker;
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use App\Controllers\Jobs\SubJob;
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use App\Controllers\EmployeeServiceController;
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use App\Controllers\EmpDataServiceController;
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use App\Models\ThzMasterModel;
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use CodeIgniter\API\ResponseTrait;
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use PhpOffice\PhpSpreadsheet\Spreadsheet;
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@ -1471,6 +1471,7 @@ class EmployeeController extends AdminController
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$template_data_path = WRITEPATH . 'e_card_template/';
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// $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html';
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$tpa_short_name = 'common.html';
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// $tpa_short_name = 'new_ecard.html';
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$final_path = $template_data_path . $tpa_short_name;
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$this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path);
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@ -1523,10 +1524,12 @@ class EmployeeController extends AdminController
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'{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png',
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'{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png',
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'{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png',
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'{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png',
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];
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$placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id);
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$placeholders['{NETWORK_HOSPITAL}'] = $this->generateNetworkHospitalsForEcard($value['network_hospitals']);
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foreach ($placeholders as $placeholder => $replaceValue) {
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$htmlContent = str_replace($placeholder, $replaceValue, $htmlContent);
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}
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@ -1534,13 +1537,23 @@ class EmployeeController extends AdminController
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$html .= $htmlContent;
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}
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// return $html;
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// DomPdf
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$options = new Options();
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$options->set('isRemoteEnabled', true);
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$options->set('isHtml5ParserEnabled', true);
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$dompdf = new Dompdf($options);
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$dompdf->loadHtml('<style>@page { margin: 0; }</style>' . $html); // remove the margin
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// $dompdf->loadHtml('<style>@page { margin: 0; }</style>' . $html); // remove the margin
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$dompdf->loadHtml('
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<style>
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@page { margin: 0; }
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@import url("https://fonts.googleapis.com/css2?family=Lato:wght@400;700&display=swap");
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body { font-family: "Lato", sans-serif !important; }
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</style>
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' . $html
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);
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$dompdf->setPaper('A4', 'portrait');
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$dompdf->render();
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@ -2939,20 +2952,43 @@ class EmployeeController extends AdminController
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// Generate the HTML content
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$html = '';
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$level_index = 1;
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foreach ($levels as $level => $contacts) {
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$displayLevel = $level == 3 ? 1 : 2; // Switch levels for display
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$html .= '<br>Level ' . $displayLevel . '<br>';
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if($level_index == 1){
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$html .= 'Level ' . $displayLevel . '<br>';
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}else{
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$html .= '<br> Level ' . $displayLevel . '<br>';
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}
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foreach ($contacts as $index => $contact) {
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$html .= ($index + 1) . '. ' . $contact['first_name'] . ' / ' . $contact['mobile'] . ' / ' . $contact['email'] . '<br>';
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}
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$level_index++;
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}
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$html .= '<br><br><br>';
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$html .= '<br>';
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return $html;
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}
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public function generateNetworkHospitalsForEcard($network_hospitals)
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{
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$html = "";
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if (!empty($network_hospitals)) {
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$html = '<div style="margin-top: 6px;">
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<span style="font-weight: 500;">Network Hospital:</span>
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<a href="' . $network_hospitals . '" target="_blank" style="color: #0066cc; text-decoration: none; display: inline-block; max-width: 200px; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; vertical-align: bottom;">' . $network_hospitals . '</a>
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</div>';
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}
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// For debugging
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// print_r($html); die;
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return $html;
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}
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public function getBatchFileData()
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{
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$file_id = $this->request->getGet('file_id');
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@ -3065,7 +3101,8 @@ class EmployeeController extends AdminController
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} else {
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$text = "create";
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$data['created_by'] = get_session_userid();
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$this->thzMasterModel->insert($data);
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$thzMasterModel = new ThzMasterModel();
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$thzMasterModel->insert($data);
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$insertID = $this->partnerEndorsementRequestModel->insertID();
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$result = true;
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}
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@ -2073,7 +2073,7 @@ class MasterController extends AdminController
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}
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}
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$data = $nhanceBranchModel->where('is_active', 1)->findAll();
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$data = $nhanceBranchModel->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
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return $this->loadLayout('nhance_branch_list', ['data' => $data]);
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} elseif ($method === 'delete') {
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@ -2156,7 +2156,7 @@ class MasterController extends AdminController
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}
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}
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$data = $vehicleTypeModel->where('is_active', 1)->findAll();
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$data = $vehicleTypeModel->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
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return $this->loadLayout('vehicle_type_master_list', ['data' => $data]);
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} elseif ($method === 'delete') {
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@ -2239,7 +2239,7 @@ class MasterController extends AdminController
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}
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}
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$data = $rtoModel->where('is_active', 1)->findAll();
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$data = $rtoModel->where('is_active', 1)->orderBy('id', 'DESC')->findAll();
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return $this->loadLayout('rto_master_list', ['data' => $data]);
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} elseif ($method === 'delete') {
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@ -113,7 +113,8 @@ class PolicyTransactionController extends BaseController
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// Policy Transaction Inception
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public function viewInception()
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{
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{
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$bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
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$data['tab_name'] = 'Policy';
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$data['page_name'] = 'Policy';
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@ -151,6 +152,8 @@ class PolicyTransactionController extends BaseController
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// 'bicycle' => 'Bicycle'
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// ];
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$data['vehicle_type'] = db_connect()->table('vehicle_type')->where('is_active', 1)->get()->getResultArray();
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$data['rto_details'] = db_connect()->table('rto_master')->where('is_active', 1)->get()->getResultArray();
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$data['vehicle_des'] = [
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'commercial' => 'Commercial',
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'private' => 'Private',
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@ -181,34 +184,38 @@ class PolicyTransactionController extends BaseController
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$issuer = empty($issuer) ? 0 : $issuer;
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$status = empty($status) ? 0 : $status; // Corrected from `$issuer`
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if ($this->request->is('get')) {
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if(empty($bds_edit_pt_id)){
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if ($this->request->is('get')) {
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// Fetch inception data list
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$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
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$start_date,
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$end_date,
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$client_id,
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$insurer_id,
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$policy_type_id,
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$date_type,
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$issuer,
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$status
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);
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} else {
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// Fetch inception data list
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$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
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$start_date,
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$end_date,
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$client_id,
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$insurer_id,
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$policy_type_id,
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$date_type,
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$issuer,
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$status
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);
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} else {
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$ids = $this->request->getPost('ids');
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$ids = array_filter(explode(',', $ids));
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$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
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$start_date = 0,
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$end_date = 0,
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$client_id = 0,
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$insurer_id = 0,
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$policy_type_id = 0,
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$date_type = 0,
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$issuer = 0,
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$status = 0,
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$ids
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);
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$ids = $this->request->getPost('ids');
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$ids = array_filter(explode(',', $ids));
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$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
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$start_date = 0,
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$end_date = 0,
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$client_id = 0,
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$insurer_id = 0,
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$policy_type_id = 0,
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$date_type = 0,
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$issuer = 0,
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$status = 0,
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$ids
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);
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}
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}else{
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$data['inception_data_list'] = [];
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}
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@ -261,6 +268,7 @@ class PolicyTransactionController extends BaseController
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$data = $this->preparePolicyData();
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$data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
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$data['issuer'] = 2;
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$data['status'] = 'completed';
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$this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
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@ -276,7 +284,6 @@ class PolicyTransactionController extends BaseController
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$data = $this->request->getPost();
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// print_r($data); die;
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// var_dump($data); die;
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if (empty($data['policy_issue_date'])) {
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$data['policy_issue_date'] = null;
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@ -304,7 +311,6 @@ class PolicyTransactionController extends BaseController
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$data['last_action_date'] = change_date_format($data['last_action_date']);
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}
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// Separate Insurer and TPA Branch IDs and IDs
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if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
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list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
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@ -373,6 +379,7 @@ class PolicyTransactionController extends BaseController
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$pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
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$client_policy_id = null;
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if ($data['ct_type'] == 2) {
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$client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
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$client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
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@ -381,7 +388,7 @@ class PolicyTransactionController extends BaseController
|
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}
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if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
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$this->processCompletedStatus($data, $client_policy_id, $data['insurer_id']);
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$this->processCompletedStatus($data, $client_policy_id, $data['insurer_id'], $insert);
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}
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}
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@ -391,7 +398,6 @@ class PolicyTransactionController extends BaseController
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$clientController = new ClientController();
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$data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
|
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$data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
|
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|
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$data['entity_type_id'] = $client_data['entity_type_id'];
|
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|
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return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
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@ -432,20 +438,20 @@ class PolicyTransactionController extends BaseController
|
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}
|
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}
|
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|
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if($old_pt_data['status'] != "completed"){
|
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if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
|
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if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
|
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$this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id']);
|
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}
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}
|
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}
|
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// if($old_pt_data['status'] != "completed"){
|
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// if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
|
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// if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
|
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// $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
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// }
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// }
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// }
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|
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$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
|
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}
|
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|
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if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
|
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$policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
|
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$this->cdCorrection($policy_data, $data['cd_amt_changed']);
|
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$this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
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}
|
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|
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$client_data = $this->clientModel->where('id', $data['client_id'])->first();
|
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@ -467,10 +473,6 @@ class PolicyTransactionController extends BaseController
|
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{
|
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// Prepare data for insertion and updating
|
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$coShareDetails = [];
|
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|
||||
// print_r($data); die;
|
||||
// die;
|
||||
|
||||
if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
|
||||
$this->removePtCoShareRecords($data['co_share_id'], $pt_id);
|
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}
|
||||
@ -564,7 +566,6 @@ class PolicyTransactionController extends BaseController
|
||||
}
|
||||
|
||||
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
|
||||
|
||||
// print_r($coShareDetails);
|
||||
// die;
|
||||
|
||||
@ -610,7 +611,7 @@ class PolicyTransactionController extends BaseController
|
||||
$this->policyTransactionStatusModel->insert($statusData);
|
||||
}
|
||||
|
||||
private function processCompletedStatus($data, $client_policy_id, $insurer_id)
|
||||
private function processCompletedStatus($data, $client_policy_id, $insurer_id, $policyTranId)
|
||||
{
|
||||
$totalAmount = (int)$data['total'][0] ?? 0;
|
||||
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited for the ' . $data['emp_count'] . ' employees at Inception (BDS).';
|
||||
@ -628,13 +629,19 @@ class PolicyTransactionController extends BaseController
|
||||
'updated_by' => get_session_userid(),
|
||||
'event_name' => 'inception',
|
||||
'is_active' => 1,
|
||||
'cd_ac_pk' => $data['cd_ac_pk']
|
||||
'cd_ac_pk' => $data['cd_ac_pk'],
|
||||
'pt_id' => $policyTranId ?? null,
|
||||
];
|
||||
|
||||
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
|
||||
$result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
|
||||
|
||||
if(isset($result) && $result['success'] == true){
|
||||
$update_data['ct_tran_id'] = $result['insert_id'];
|
||||
$this->policyTransactionModel->where('id', $policyTranId)->set($update_data)->update();
|
||||
}
|
||||
}
|
||||
|
||||
private function cdCorrection($data, $amt)
|
||||
private function cdCorrection($data, $amt, $policyTranId)
|
||||
{
|
||||
$totalAmount = (int)($amt ?? 0);
|
||||
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
|
||||
@ -652,7 +659,8 @@ class PolicyTransactionController extends BaseController
|
||||
'updated_by' => get_session_userid(),
|
||||
'event_name' => 'inception',
|
||||
'is_active' => 1,
|
||||
'cd_ac_pk' => $data['cd_ac_pk']
|
||||
'cd_ac_pk' => $data['cd_ac_pk'],
|
||||
'pt_id' => $policyTranId ?? null,
|
||||
];
|
||||
|
||||
DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
|
||||
@ -1026,20 +1034,28 @@ class PolicyTransactionController extends BaseController
|
||||
}
|
||||
}
|
||||
|
||||
public function removePolicyTransaction($id)
|
||||
{
|
||||
public function removePolicyTransaction($id, $type = 0)
|
||||
{
|
||||
if ($id) {
|
||||
|
||||
$data['is_active'] = 0;
|
||||
$policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
|
||||
if($policy_transaction_data['policy_type_id'] > 7){
|
||||
if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
|
||||
|
||||
$this->policyTransactionModel->where('id', $id)->set($data)->update();
|
||||
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
|
||||
$this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
|
||||
$this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
|
||||
|
||||
$cd_transaction_model = new ClientDepositModel();
|
||||
$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
|
||||
|
||||
}else{
|
||||
$this->policyTransactionModel->where('id', $id)->set($data)->update();
|
||||
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
|
||||
|
||||
$cd_transaction_model = new ClientDepositModel();
|
||||
$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
|
||||
|
||||
}
|
||||
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
|
||||
} else {
|
||||
@ -1076,7 +1092,7 @@ class PolicyTransactionController extends BaseController
|
||||
{
|
||||
// echo '<pre>';
|
||||
// !dd($this->getEndorsementDataForEdit(17));
|
||||
|
||||
$bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
|
||||
$data['tab_name'] = 'Endorsement';
|
||||
$data['page_name'] = 'Endorsement';
|
||||
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
|
||||
@ -1143,8 +1159,11 @@ class PolicyTransactionController extends BaseController
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
$status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
|
||||
|
||||
|
||||
$data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
|
||||
if($bds_edit_pt_id == null){
|
||||
$data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
|
||||
}else{
|
||||
$data['endorsement_data_list'] = [];
|
||||
}
|
||||
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
|
||||
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
|
||||
@ -1167,6 +1186,7 @@ class PolicyTransactionController extends BaseController
|
||||
{
|
||||
$id = $this->request->getPost('id');
|
||||
$data = $this->preparePolicyTransactionData();
|
||||
$data['status'] = 'completed';
|
||||
// print_r($data); die;
|
||||
|
||||
if (!$id) {
|
||||
@ -1334,9 +1354,9 @@ class PolicyTransactionController extends BaseController
|
||||
if ($update) {
|
||||
|
||||
$this->insertTransactionStatus($id, $data, 1);
|
||||
if($old_endorse_data['status'] != "completed"){
|
||||
$this->handleCompletedStatus($data, $id);
|
||||
}
|
||||
// if($old_endorse_data['status'] != "completed"){
|
||||
// $this->handleCompletedStatus($data, $id);
|
||||
// }
|
||||
$this->insertOrUpdateCoShareDetails($data, $id);
|
||||
|
||||
|
||||
@ -1347,30 +1367,40 @@ class PolicyTransactionController extends BaseController
|
||||
}
|
||||
|
||||
private function handleCompletedStatus($data, $policy_tran_id)
|
||||
{
|
||||
{
|
||||
if ($data['client_type'] == 1 && $data['status'] == 'completed' && $data['is_cd_reduce_from_bds'] == 1) {
|
||||
|
||||
$tolamt = (int) $data['total'][0] ?? 0;
|
||||
|
||||
$description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
|
||||
($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
|
||||
$cd_tranction_data = [
|
||||
'amount' => $tolamt,
|
||||
'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
|
||||
'client_id' => $data['client_id'],
|
||||
'client_policy_id' => $data['client_policy_id'],
|
||||
'endorsement_no' => null,
|
||||
'cd_ac_no' => $data['cd_ac_no'] ?? null,
|
||||
'insurer_id' => $data['insurer_id'],
|
||||
'description' => $description,
|
||||
'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
|
||||
'updated_by' => get_session_userid(),
|
||||
'event_name' => $data['action_type'],
|
||||
'is_active' => 1,
|
||||
'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
|
||||
];
|
||||
if(!empty($tolamt)){
|
||||
$description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
|
||||
($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
|
||||
|
||||
$cd_tranction_data = [
|
||||
'amount' => abs($tolamt),
|
||||
'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
|
||||
'client_id' => $data['client_id'],
|
||||
'client_policy_id' => $data['client_policy_id'],
|
||||
'endorsement_no' => null,
|
||||
'cd_ac_no' => $data['cd_ac_no'] ?? null,
|
||||
'insurer_id' => $data['insurer_id'],
|
||||
'description' => $description,
|
||||
'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
|
||||
'updated_by' => get_session_userid(),
|
||||
'event_name' => $data['action_type'],
|
||||
'is_active' => 1,
|
||||
'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
|
||||
'pt_id' => $policy_tran_id ?? null,
|
||||
];
|
||||
|
||||
$result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
|
||||
|
||||
if(isset($result['success']) && $result['success']){
|
||||
$update_data['ct_tran_id'] = $result['insert_id'];
|
||||
$this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
|
||||
}
|
||||
}
|
||||
|
||||
DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
|
||||
}
|
||||
}
|
||||
|
||||
@ -1398,13 +1428,13 @@ class PolicyTransactionController extends BaseController
|
||||
->orderBy('id', 'asc')
|
||||
->first();
|
||||
|
||||
$pt_id = null;
|
||||
$pt_id = null;
|
||||
|
||||
if(!empty($data)){
|
||||
$inception_data = $this->policyTransactionModel->where('policy_no', $data['policy_no'])->where('client_id', $data['client_id'])->first();
|
||||
$pt_id = $inception_data['id'];
|
||||
}
|
||||
|
||||
|
||||
if (!empty($data['policy_start_date'])) {
|
||||
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
|
||||
}
|
||||
@ -1565,6 +1595,16 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
// print_r($data['endorse_eff_date']); die;
|
||||
|
||||
$pt_bp_amt = $this->PTCOShareDetailsModel
|
||||
->select('bp_amt, amount')
|
||||
->where('pt_id', $id)
|
||||
->where('co_share_type', 1)
|
||||
->where('is_active', 1)
|
||||
->first();
|
||||
|
||||
// dd(db_connect()->getLastQuery() ,$pt_bp_amt);
|
||||
$data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
|
||||
|
||||
if ($data) {
|
||||
return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
|
||||
} else {
|
||||
@ -3128,4 +3168,116 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
return [$policyList, $policyListByClient];
|
||||
}
|
||||
|
||||
|
||||
public function reportBDSNew()
|
||||
{
|
||||
// 🧭 Basic Page Info
|
||||
$data['tab_name'] = 'BDS Report';
|
||||
$data['page_name'] = 'BDS Report';
|
||||
|
||||
// 📋 Dropdown Data
|
||||
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
|
||||
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
|
||||
$data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
|
||||
$data['policy_status'] = [
|
||||
'pending' => 'Pending',
|
||||
'exported_to_insurer' => 'Exported to Insurer',
|
||||
'imported_from_insurer'=> 'Imported from Insurer',
|
||||
'exported_to_tpa' => 'Exported to TPA',
|
||||
'imported_from_tpa' => 'Imported from TPA',
|
||||
'completed' => 'Completed'
|
||||
];
|
||||
$data['invoice_status_array'] = [
|
||||
'yet_to_generate' => 'Yet to Generate',
|
||||
'generated' => 'Generated',
|
||||
'send' => 'Send',
|
||||
'recived' => 'Recived',
|
||||
];
|
||||
$data['date_type'] = [
|
||||
'policy_issue_date' => 'Policy Issue Date',
|
||||
'policy_start_date' => 'Policy Start Date',
|
||||
'policy_end_date' => 'Policy End Date',
|
||||
'data_received_date' => 'Data Received Date',
|
||||
'closure_date' => 'Closure Date',
|
||||
'statement_month' => 'Statement Month',
|
||||
];
|
||||
|
||||
// 🏢 Fetch Active Data
|
||||
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
|
||||
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
|
||||
$data['users'] = $this->userModel->where('is_active', 1)->findAll();
|
||||
$data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
|
||||
|
||||
// 🕐 Filters
|
||||
$start_date = $this->request->getGet('start_date');
|
||||
$end_date = $this->request->getGet('end_date');
|
||||
$client_id = $this->request->getGet('client_id');
|
||||
$insurer_id = $this->request->getGet('insurer_id');
|
||||
$policy_type_id = $this->request->getGet('policy_type_id');
|
||||
$date_type = $this->request->getGet('date_type');
|
||||
$issuer = $this->request->getGet('issuer');
|
||||
$client_branch_id = $this->request->getGet('client_branch_id');
|
||||
$insurer_branch_id = $this->request->getGet('insurer_branch_id');
|
||||
$client_policy_id = $this->request->getGet('client_policy_id');
|
||||
$user_id = $this->request->getGet('user_id');
|
||||
|
||||
// Handle statement month range
|
||||
if ($date_type == 'statement_month') {
|
||||
$start_date = (string) date('Y-m-01', strtotime($start_date));
|
||||
$end_date = (string) date('Y-m-31', strtotime($end_date));
|
||||
}
|
||||
|
||||
// Ensure default values
|
||||
$start_date = $start_date ?: 0;
|
||||
$end_date = $end_date ?: 0;
|
||||
$client_id = $client_id ?: 0;
|
||||
$insurer_id = $insurer_id ?: 0;
|
||||
$policy_type_id = $policy_type_id ?: 0;
|
||||
$date_type = $date_type ?: 0;
|
||||
$issuer = $issuer ?: 0;
|
||||
$client_branch_id = $client_branch_id ?: 0;
|
||||
$insurer_branch_id = $insurer_branch_id ?: 0;
|
||||
$client_policy_id = $client_policy_id ?: 0;
|
||||
$user_id = $user_id ?: 0;
|
||||
|
||||
// 🧾 Handle POST requests (Dashboard filters)
|
||||
if ($this->request->is('post')) {
|
||||
$isFromDashboard = $this->request->getPost('is_dashboard');
|
||||
|
||||
if (!empty($isFromDashboard) && $isFromDashboard == 1) {
|
||||
$ids = array_filter(explode(',', $this->request->getPost('ids')));
|
||||
|
||||
if (!empty($ids)) {
|
||||
$idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs
|
||||
$where = "policy_transaction.id IN ($idsStr)";
|
||||
} else {
|
||||
$where = []; // No valid IDs
|
||||
}
|
||||
}
|
||||
}
|
||||
|
||||
// 📊 Fetch report data
|
||||
$data['report_list'] = $this->policyTransactionModel->reportBDSNew(
|
||||
$start_date,
|
||||
$end_date,
|
||||
$client_id,
|
||||
$insurer_id,
|
||||
$policy_type_id,
|
||||
$date_type,
|
||||
$issuer,
|
||||
$client_branch_id,
|
||||
$insurer_branch_id,
|
||||
$client_policy_id,
|
||||
$user_id,
|
||||
$where ?? ''
|
||||
);
|
||||
|
||||
// 🧩 Load View
|
||||
$this->loadLayout('report_bds_filter', $data);
|
||||
}
|
||||
|
||||
|
||||
|
||||
}
|
||||
|
||||
@ -66,7 +66,8 @@ class DepositHelper
|
||||
'updated_by' => $data['updated_by'],
|
||||
'balance' => $newBalance, // Include the new balance in the data array
|
||||
'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null,
|
||||
'record_date' => $data['record_date'] ?? null
|
||||
'record_date' => $data['record_date'] ?? null,
|
||||
'policy_transaction_id' => $data['pt_id'] ?? null
|
||||
];
|
||||
|
||||
// Insert data and get the insert ID
|
||||
|
||||
@ -28,7 +28,8 @@ class ClientDepositModel extends Model
|
||||
"event_name",
|
||||
"unit",
|
||||
"cd_ac_pk",
|
||||
"record_date"
|
||||
"record_date",
|
||||
"policy_transaction_id",
|
||||
];
|
||||
|
||||
|
||||
|
||||
@ -1471,7 +1471,7 @@ class EmployeePolicyModel extends Model
|
||||
|
||||
ep.tpa_id,
|
||||
ep.uhid,
|
||||
ep.policy_end_date,
|
||||
cp.policy_end_date,
|
||||
ep.basic_cover_si,
|
||||
|
||||
clients.client_name,
|
||||
@ -1537,7 +1537,7 @@ class EmployeePolicyModel extends Model
|
||||
|
||||
ep.tpa_id,
|
||||
ep.uhid,
|
||||
ep.policy_end_date,
|
||||
cp.policy_end_date,
|
||||
ep.basic_cover_si,
|
||||
|
||||
clients.client_name,
|
||||
|
||||
@ -305,7 +305,7 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -881,7 +881,7 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-60 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
if (empty($where)) {
|
||||
@ -1060,7 +1060,7 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
// Default to Last 30 Days if No Filters Are Applied
|
||||
if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
|
||||
$fromDate = date('Y-m-d', strtotime('-60 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -1108,7 +1108,7 @@ class PolicyTransactionModel extends Model
|
||||
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
||||
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
||||
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
||||
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
|
||||
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->where('policy_transaction.is_active', 1)
|
||||
->where('policy_transaction.action_type !=', 'inception');
|
||||
|
||||
@ -1163,7 +1163,7 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-60 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -1313,7 +1313,7 @@ class PolicyTransactionModel extends Model
|
||||
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
||||
} else {
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -1416,7 +1416,7 @@ class PolicyTransactionModel extends Model
|
||||
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
||||
} else {
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -1457,7 +1457,7 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
||||
{
|
||||
$dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
|
||||
$dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
|
||||
|
||||
$builder = $this->db->table('policy_transaction')
|
||||
->select("
|
||||
@ -1519,7 +1519,7 @@ class PolicyTransactionModel extends Model
|
||||
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
||||
} else {
|
||||
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -1624,7 +1624,7 @@ class PolicyTransactionModel extends Model
|
||||
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
||||
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
||||
} else {
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
@ -1712,7 +1712,7 @@ class PolicyTransactionModel extends Model
|
||||
//function for fetch renewal report data
|
||||
public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
|
||||
{
|
||||
$fromDate = date('Y-m-d', strtotime('-60 days'));
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
if (!empty($start_date) && !empty($end_date)) {
|
||||
@ -1806,4 +1806,307 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
return $result[0];
|
||||
}
|
||||
|
||||
public function reportBDSNew(
|
||||
$start_date = 0,
|
||||
$end_date = 0,
|
||||
$client_id = 0,
|
||||
$insurer_id = 0,
|
||||
$policy_type_id = 0,
|
||||
$date_type = 0,
|
||||
$issuer = 0,
|
||||
$client_branch_id = 0,
|
||||
$insurer_branch_id = 0,
|
||||
$client_policy_id = 0,
|
||||
$user_id = 0,
|
||||
$where = []
|
||||
) {
|
||||
|
||||
$date_condition = '';
|
||||
|
||||
// ==============================
|
||||
// DATE FILTER FOR STATEMENT MONTH
|
||||
// ==============================
|
||||
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
||||
$date_condition = "
|
||||
AND insurer_statements.month >= '{$start_date}'
|
||||
AND insurer_statements.month <= '{$end_date}'
|
||||
";
|
||||
}
|
||||
|
||||
// ==============================
|
||||
// BASE QUERY
|
||||
// ==============================
|
||||
$builder = $this->db->table('policy_transaction')
|
||||
->select("
|
||||
policy_transaction.*,
|
||||
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
||||
DATE_FORMAT(
|
||||
IF(policy_transaction.month IS NULL,
|
||||
policy_transaction.policy_issue_date,
|
||||
policy_transaction.month
|
||||
), '%b %Y'
|
||||
) AS policy_issue_month,
|
||||
|
||||
CASE
|
||||
WHEN clients.client_type = 1 THEN 'Group'
|
||||
WHEN clients.client_type = 2 THEN 'Retail'
|
||||
ELSE '-'
|
||||
END AS client_type,
|
||||
|
||||
CASE
|
||||
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
||||
ELSE 'Renewal'
|
||||
END AS revenue_type,
|
||||
|
||||
CASE
|
||||
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
||||
ELSE 'Endorsement'
|
||||
END AS action_type,
|
||||
|
||||
clients.client_name AS client_name,
|
||||
clients.short_name AS client_short_name,
|
||||
client_branch.branch_name AS client_branch_name,
|
||||
client_branch.address1 AS client_address,
|
||||
policy_type.policy_type,
|
||||
policy_type.bap,
|
||||
insurers.name AS insurer_name,
|
||||
insurers.short_name AS insurer_short_name,
|
||||
insurer_branch.branch_name AS insurer_branch_name,
|
||||
insurer_branch.branch_code AS insurer_branch_code,
|
||||
user_profiles.first_name AS user_name,
|
||||
vehicle.vehicle_no,
|
||||
tpa.name AS tpa_name,
|
||||
pt_co_share_details.remark AS remarks,
|
||||
pt_co_share_details.cop_amt AS bp_amt,
|
||||
pt_co_share_details.exp_amt,
|
||||
pt_co_share_details.id AS pt_id,
|
||||
sales_user.first_name AS salse_person_name,
|
||||
service_user.first_name AS service_person_name,
|
||||
|
||||
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
|
||||
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
|
||||
ROUND(
|
||||
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
|
||||
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
|
||||
2) AS total_premium,
|
||||
|
||||
ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
|
||||
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
||||
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
||||
pt_co_share_details.agreed_bp_per,
|
||||
|
||||
-- ==============================
|
||||
-- SUBQUERY: Total IRDA Amount
|
||||
-- ==============================
|
||||
ROUND((
|
||||
SELECT (
|
||||
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
|
||||
SUM(co_share_stmt_details.reward)
|
||||
)
|
||||
FROM co_share_stmt_details
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
AND insurer_statements.is_active = 1
|
||||
{$date_condition}
|
||||
), 2) AS total_irda_amt,
|
||||
|
||||
-- Reward Only
|
||||
ROUND((
|
||||
SELECT SUM(co_share_stmt_details.reward)
|
||||
FROM co_share_stmt_details
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
AND insurer_statements.is_active = 1
|
||||
{$date_condition}
|
||||
), 2) AS reward,
|
||||
|
||||
-- Billed Amount
|
||||
ROUND((
|
||||
SELECT SUM(
|
||||
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.reward, 0)
|
||||
)
|
||||
FROM co_share_stmt_details
|
||||
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
AND pt_table.is_active = 1
|
||||
AND insurer_statements.is_active = 1
|
||||
AND insurer_statements.invoice_status IS NOT NULL
|
||||
{$date_condition}
|
||||
), 2) AS billed_amt,
|
||||
|
||||
-- Unbilled Amount
|
||||
ROUND(
|
||||
(
|
||||
(
|
||||
SELECT
|
||||
SUM(
|
||||
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.reward, 0)
|
||||
)
|
||||
FROM co_share_stmt_details
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
{$date_condition}
|
||||
)
|
||||
-
|
||||
(
|
||||
SELECT
|
||||
SUM(
|
||||
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
||||
COALESCE(co_share_stmt_details.reward, 0)
|
||||
)
|
||||
FROM co_share_stmt_details
|
||||
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
||||
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
||||
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
||||
AND co_share_stmt_details.is_active = 1
|
||||
AND pt_table.is_active = 1
|
||||
AND insurer_statements.is_active = 1
|
||||
AND insurer_statements.invoice_status IS NULL
|
||||
{$date_condition}
|
||||
)
|
||||
), 2) AS unbilled_amt,
|
||||
|
||||
created_user.first_name AS user_name,
|
||||
|
||||
CASE
|
||||
WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
|
||||
WHEN pt_co_share_details.co_share_type > 1 THEN
|
||||
CASE
|
||||
WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
|
||||
THEN policy_transaction.policy_no
|
||||
ELSE pt_co_share_details.follower_policy_no
|
||||
END
|
||||
ELSE policy_transaction.policy_no
|
||||
END AS policy_no
|
||||
")
|
||||
|
||||
// ==============================
|
||||
// JOINS
|
||||
// ==============================
|
||||
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
||||
->join('clients', 'clients.id = policy_transaction.client_id')
|
||||
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
||||
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
||||
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
||||
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
||||
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
||||
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
||||
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
||||
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
||||
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
||||
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
||||
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
|
||||
->where('policy_transaction.is_active', 1)
|
||||
->where('pt_co_share_details.is_active', 1);
|
||||
|
||||
// ==============================
|
||||
// ROLE-BASED FILTERS
|
||||
// ==============================
|
||||
if (
|
||||
(!in_array(get_role_id(), [1, 5])) &&
|
||||
!(
|
||||
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
|
||||
in_array(FINANCE_TEAM_ID, user_team()) ||
|
||||
in_array(BUSINESS_TEAM_ID, user_team())
|
||||
)
|
||||
) {
|
||||
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
|
||||
$builder->where('policy_transaction.created_by', get_session_userid());
|
||||
}
|
||||
}
|
||||
|
||||
// ==============================
|
||||
// ADDITIONAL FILTERS
|
||||
// ==============================
|
||||
if (!empty($where)) {
|
||||
log_message('info', 'Where condition: ' . json_encode($where));
|
||||
$builder->where($where);
|
||||
}
|
||||
|
||||
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
|
||||
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
||||
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
||||
|
||||
$builder->where("policy_transaction.{$date_type} >=", $startDate)
|
||||
->where("policy_transaction.{$date_type} <=", $endDate);
|
||||
}
|
||||
|
||||
// JOIN FOR STATEMENT MONTH FILTER
|
||||
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
||||
$startDate = date('Y-m-d', strtotime($start_date));
|
||||
$endDate = date('Y-m-d', strtotime($end_date));
|
||||
|
||||
$builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
|
||||
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
|
||||
->where('insurer_statements.is_active', 1)
|
||||
->where('insurer_statements.month >=', $startDate)
|
||||
->where('insurer_statements.month <=', $endDate)
|
||||
->groupBy('co_share_stmt_details.co_share_id');
|
||||
}
|
||||
|
||||
// ==============================
|
||||
// FILTER BY IDs
|
||||
// ==============================
|
||||
if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
|
||||
if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
|
||||
if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
||||
if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
||||
if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
||||
if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
|
||||
if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
|
||||
if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
|
||||
|
||||
// ==============================
|
||||
// DEFAULT 90-DAY FILTER
|
||||
// ==============================
|
||||
if (
|
||||
$client_id == 0 &&
|
||||
$insurer_id == 0 &&
|
||||
$policy_type_id == 0 &&
|
||||
$date_type == 0 &&
|
||||
$issuer == 0
|
||||
) {
|
||||
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
if (empty($where)) {
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
->where('policy_transaction.created_at <=', $toDate);
|
||||
}
|
||||
}
|
||||
|
||||
// ==============================
|
||||
// ORDER & EXECUTION
|
||||
// ==============================
|
||||
$builder->orderBy('policy_transaction.id', 'desc');
|
||||
|
||||
$result = $builder->get()->getResultArray();
|
||||
|
||||
// Uncomment if you need to debug SQL
|
||||
// dd($this->db->getLastQuery());
|
||||
|
||||
return $result;
|
||||
}
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
}
|
||||
|
||||
@ -25,6 +25,7 @@ class VehicleModel extends Model
|
||||
'is_active',
|
||||
'created_by',
|
||||
'updated_by',
|
||||
'rto_id',
|
||||
];
|
||||
|
||||
|
||||
|
||||
@ -208,7 +208,7 @@
|
||||
|
||||
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
|
||||
|
||||
<li class="nav-item d-flex justify-content-center align-items-center">
|
||||
<!-- <li class="nav-item d-flex justify-content-center align-items-center">
|
||||
<a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-1 dash-anchor nav-dash" id="bds_tab">
|
||||
<img src="<?= base_url() . "public"; ?>/assets/images/inactive_bds.png" alt="Logo" height="14" class="inactive_bds">
|
||||
<img src="<?= base_url() . "public"; ?>/assets/images/active_bds.png" alt="Logo" height="14"
|
||||
@ -217,7 +217,7 @@
|
||||
<span class="d-none d-sm-inline-block dash-tab dash-tab-font">BDS</span>
|
||||
</a>
|
||||
</li>
|
||||
|
||||
-->
|
||||
|
||||
<?php } ?>
|
||||
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
|
||||
@ -262,7 +262,7 @@
|
||||
<?php endif; ?>
|
||||
|
||||
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
|
||||
<?php include('bds_dash.php'); ?>
|
||||
<!-- <?php //include('bds_dash.php'); ?> -->
|
||||
<?php } ?>
|
||||
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
|
||||
<?php include("leads_dash.php") ?>
|
||||
|
||||
@ -27,13 +27,88 @@
|
||||
|
||||
</style>
|
||||
|
||||
<style>
|
||||
.switch-label {
|
||||
position: relative;
|
||||
display: inline-flex;
|
||||
align-items: center;
|
||||
gap: 10px;
|
||||
cursor: pointer;
|
||||
font-weight: 500;
|
||||
color: #333;
|
||||
justify-content: flex-end;
|
||||
margin-right: 40px;
|
||||
}
|
||||
|
||||
.switch-label input {
|
||||
opacity: 0;
|
||||
width: 0;
|
||||
height: 0;
|
||||
}
|
||||
|
||||
.slider {
|
||||
position: relative;
|
||||
width: 50px;
|
||||
height: 25px;
|
||||
background-color: #fff;
|
||||
border-radius: 25px;
|
||||
box-shadow: 0 0 5px rgba(0,0,0,0.2);
|
||||
transition: 0.3s;
|
||||
}
|
||||
|
||||
.slider::before {
|
||||
content: "";
|
||||
position: absolute;
|
||||
height: 19px;
|
||||
width: 19px;
|
||||
left: 3px;
|
||||
top: 3px;
|
||||
background-color: #ccc;
|
||||
border-radius: 50%;
|
||||
transition: 0.3s;
|
||||
}
|
||||
|
||||
input:checked + .slider {
|
||||
background-color: #ff4d4d; /* red when ON */
|
||||
}
|
||||
|
||||
input:checked + .slider::before {
|
||||
transform: translateX(25px);
|
||||
background-color: #fff;
|
||||
}
|
||||
|
||||
.switch-text {
|
||||
user-select: none;
|
||||
}
|
||||
|
||||
#table-client-policy_wrapper .row>.col-sm-12.col-md-6:first-child{
|
||||
display: none;
|
||||
}
|
||||
|
||||
#table-client-policy_filter{
|
||||
text-align: left;
|
||||
}
|
||||
|
||||
</style>
|
||||
|
||||
<div class="save-indicator" id="saveIndicator">Saved</div>
|
||||
<div class="tab-pane fade" id="police-tab">
|
||||
|
||||
<div class="row float-right" style="padding-bottom: 10px; position: relative;right: 13px;">
|
||||
<div class="row" style="padding-bottom: 10px; position: relative;right: 13px; justify-content: end;">
|
||||
<button type="button" id="BtnAdd" class="btn btn-primary waves-effect waves-light btnAdd btn-sm" style="position: relative;right: 10px;"><span class="mdi mdi-plus-box-outline" aria-hidden="true" style="padding: 5px 10px;"></span>Add Policy</button>
|
||||
<button type="button" id="BtnAddSuccess" class="btn btn-success waves-effect waves-light BtnAddSuccess btn-sm" onclick="showModal()"><span class="mdi mdi-plus-box-outline" aria-hidden="true" style="padding: 5px 10px;"></span>Add Policy From Lead</button>
|
||||
</div>
|
||||
|
||||
<br>
|
||||
|
||||
<div class="" style="padding-bottom: 10px; position: absolute;
|
||||
right: 0;">
|
||||
<label class="switch-label">
|
||||
<input type="checkbox" id="chk-show-expired">
|
||||
<span class="slider"></span>
|
||||
<span class="switch-text">Expired Policies</span>
|
||||
</label>
|
||||
</div>
|
||||
|
||||
<div class="table-responsive" id="table_list">
|
||||
<table data-custom-table-css="table" class="table table-borderless table mb-0" id="table-client-policy">
|
||||
@ -308,6 +383,8 @@
|
||||
// Get today's date
|
||||
var today = new Date();
|
||||
|
||||
const showExpired = $('#chk-show-expired').is(':checked');
|
||||
|
||||
var startDatePicker = flatpickr("#start_date", {
|
||||
dateFormat: "d-m-Y",
|
||||
defaultDate: today,
|
||||
@ -412,37 +489,42 @@
|
||||
|
||||
var policy_name_data = `${item.policy_type_name ?? ''}` + ' - ' + `${item.policy_no ?? ''}`;
|
||||
|
||||
if(showExpired == false && checkDateStatus(item.policy_end_date) != 'Expired'){
|
||||
|
||||
|
||||
|
||||
policyTable += `
|
||||
<tr>
|
||||
<td>${item.insurer_short} - ${item.insurer_branch_name}</td>
|
||||
<td>${policy_name_data}</td>
|
||||
<td>${item.branch_name ? item.branch_name : ' - '}</td>
|
||||
<td>${tpaValue}</td>
|
||||
<td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
|
||||
|
||||
<td>${checkDateStatus(item.policy_end_date, 1)}</td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="#" data-id="${item.id}" id="${item.policy_id}" class="dropdown-item btnPolicyEdit"><i class="mdi mdi-lead-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyMaster" ><i class="mdi mdi-wrench mr-2 text-muted font-18 vertical-middle"></i>Terms</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyModel" data-toggle="modal" data-target="#bs-example-modal-lg"><i class="mdi mdi-book-open mr-2 text-muted font-18 vertical-middle"></i>Rack Rate</a>`;
|
||||
|
||||
// Conditionally render the delete option based on the role
|
||||
if (role !== 3 && role !== 4) {
|
||||
policyTable += `
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item" onclick="removepolicy(this)"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>`;
|
||||
}
|
||||
<tr>
|
||||
<td>${item.insurer_short} - ${item.insurer_branch_name}</td>
|
||||
<td>${policy_name_data}</td>
|
||||
<td>${item.branch_name ? item.branch_name : ' - '}</td>
|
||||
<td>${tpaValue}</td>
|
||||
<td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
|
||||
|
||||
<td>${checkDateStatus(item.policy_end_date, 1)}</td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="#" data-id="${item.id}" id="${item.policy_id}" class="dropdown-item btnPolicyEdit"><i class="mdi mdi-lead-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyMaster" ><i class="mdi mdi-wrench mr-2 text-muted font-18 vertical-middle"></i>Terms</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyModel" data-toggle="modal" data-target="#bs-example-modal-lg"><i class="mdi mdi-book-open mr-2 text-muted font-18 vertical-middle"></i>Rack Rate</a>`;
|
||||
|
||||
policyTable += `
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
`;
|
||||
// Conditionally render the delete option based on the role
|
||||
if (role != 3 && role != 4) {
|
||||
|
||||
policyTable += `
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item" onclick="removepolicy(this)"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>`;
|
||||
}
|
||||
|
||||
policyTable += `
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
`;
|
||||
|
||||
|
||||
}
|
||||
|
||||
});
|
||||
|
||||
@ -452,9 +534,11 @@
|
||||
|
||||
|
||||
$('#table-client-policy').DataTable({
|
||||
paging: true,
|
||||
searching: false,
|
||||
// ordering: false
|
||||
paging: true,
|
||||
searching: true,
|
||||
autoWidth: false,
|
||||
responsive: true,
|
||||
|
||||
});
|
||||
|
||||
|
||||
@ -658,35 +742,41 @@
|
||||
|
||||
var policy_name_data = `${item.policy_type_name ?? ''}` + ' - ' + `${item.policy_no ?? ''}`;
|
||||
|
||||
policyTable += `
|
||||
<tr>
|
||||
<td>${item.insurer_short} - ${item.insurer_branch_name}</td>
|
||||
<td>${policy_name_data}</td>
|
||||
<td>${item.branch_name ? item.branch_name : ' - '}</td>
|
||||
<td>${tpaValue}</td>
|
||||
|
||||
<td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
|
||||
<td>${checkDateStatus(item.policy_end_date, 1)}</td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="#" data-id="${item.id}" id="${item.policy_id}" class="dropdown-item btnPolicyEdit"><i class="mdi mdi-lead-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyMaster" ><i class="mdi mdi-wrench mr-2 text-muted font-18 vertical-middle"></i>Terms</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyModel" data-toggle="modal" data-target="#bs-example-modal-lg"><i class="mdi mdi-book-open mr-2 text-muted font-18 vertical-middle"></i>Rack Rate</a>`;
|
||||
|
||||
// Conditionally render the delete option based on the role
|
||||
if (role !== 3 && role !== 4) {
|
||||
if(checkDateStatus(item.policy_end_date) != 'Expired'){
|
||||
|
||||
policyTable += `
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item" onclick="removepolicy(this)"><i class="mdi mdi-delete-outline mr-2 text-muted font-18 vertical-middle"></i>Delete</a>`;
|
||||
<tr>
|
||||
<td>${item.insurer_short} - ${item.insurer_branch_name}</td>
|
||||
<td>${policy_name_data}</td>
|
||||
<td>${item.branch_name ? item.branch_name : ' - '}</td>
|
||||
<td>${tpaValue}</td>
|
||||
|
||||
<td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
|
||||
<td>${checkDateStatus(item.policy_end_date, 1)}</td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="#" data-id="${item.id}" id="${item.policy_id}" class="dropdown-item btnPolicyEdit"><i class="mdi mdi-lead-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyMaster" ><i class="mdi mdi-wrench mr-2 text-muted font-18 vertical-middle"></i>Terms</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyModel" data-toggle="modal" data-target="#bs-example-modal-lg"><i class="mdi mdi-book-open mr-2 text-muted font-18 vertical-middle"></i>Rack Rate</a>`;
|
||||
|
||||
// Conditionally render the delete option based on the role
|
||||
if (role != 3 && role != 4) {
|
||||
|
||||
|
||||
policyTable += `
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item" onclick="removepolicy(this)"><i class="mdi mdi-delete-outline mr-2 text-muted font-18 vertical-middle"></i>Delete</a>`;
|
||||
}
|
||||
|
||||
policyTable += `
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
`;
|
||||
}
|
||||
|
||||
policyTable += `
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
`;
|
||||
});
|
||||
$('#policy_table').append(policyTable);
|
||||
// console.log(policyTable);
|
||||
@ -713,6 +803,9 @@
|
||||
//console.log('Unknown error occurred', 'Warning');
|
||||
}
|
||||
}, 1000);
|
||||
},
|
||||
complete :function(){
|
||||
console.log('AJAX request completed');
|
||||
}
|
||||
});
|
||||
|
||||
@ -2286,4 +2379,144 @@
|
||||
}, 2000);
|
||||
}
|
||||
|
||||
</script>
|
||||
</script>
|
||||
|
||||
|
||||
<script>
|
||||
$(document).ready(function () {
|
||||
|
||||
$('#chk-show-expired').on('change', function () {
|
||||
|
||||
const showExpired = $(this).is(':checked');
|
||||
|
||||
let policyTable = '';
|
||||
let data = <?= isset($client_policy) ? json_encode($client_policy) : '[]' ?>;
|
||||
let role = data.role
|
||||
delete data.role;
|
||||
|
||||
console.log("checkbox working");
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
// console.log('step 1');
|
||||
let patternGMC = /gmc/i; // Case insensitive pattern for 'gmc'
|
||||
let patternGPA = /gpa/i; // Case insensitive pattern for 'gpa'
|
||||
let subject = item.policy_type_name;
|
||||
|
||||
//console.log('search terms subject', subject);
|
||||
|
||||
if (patternGMC.test(subject)) {
|
||||
search_term = 'GMC';
|
||||
} else if (patternGPA.test(subject)) {
|
||||
search_term = 'GPA';
|
||||
} else {
|
||||
search_term = subject; // Set default value if neither 'GMC' nor 'GPA' exists
|
||||
}
|
||||
|
||||
let tpaValue = 'TPA Unavailable';
|
||||
|
||||
if (item.tpa_short && item.tpa_branch_code) {
|
||||
tpaValue = item.tpa_short + '-' + item.tpa_branch_code;
|
||||
}
|
||||
|
||||
let policy_name_data = `${item.policy_type_name ?? ''}` + ' - ' + `${item.policy_no ?? ''}`;
|
||||
|
||||
if(showExpired == true && checkDateStatus(item.policy_end_date) == 'Expired'){
|
||||
|
||||
|
||||
policyTable += `
|
||||
<tr>
|
||||
<td>${item.insurer_short} - ${item.insurer_branch_name}</td>
|
||||
<td>${policy_name_data}</td>
|
||||
<td>${item.branch_name ? item.branch_name : ' - '}</td>
|
||||
<td>${tpaValue}</td>
|
||||
<td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
|
||||
|
||||
<td>${checkDateStatus(item.policy_end_date, 1)}</td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="#" data-id="${item.id}" id="${item.policy_id}" class="dropdown-item btnPolicyEdit"><i class="mdi mdi-lead-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyMaster" ><i class="mdi mdi-wrench mr-2 text-muted font-18 vertical-middle"></i>Terms</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyModel" data-toggle="modal" data-target="#bs-example-modal-lg"><i class="mdi mdi-book-open mr-2 text-muted font-18 vertical-middle"></i>Rack Rate</a>`;
|
||||
|
||||
// Conditionally render the delete option based on the role
|
||||
if (role != 3 && role != 4) {
|
||||
policyTable += `
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item" onclick="removepolicy(this)"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>`;
|
||||
}
|
||||
|
||||
policyTable += `
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
`;
|
||||
|
||||
|
||||
}
|
||||
|
||||
if(showExpired == false && checkDateStatus(item.policy_end_date) != 'Expired'){
|
||||
|
||||
|
||||
policyTable += `
|
||||
<tr>
|
||||
<td>${item.insurer_short} - ${item.insurer_branch_name}</td>
|
||||
<td>${policy_name_data}</td>
|
||||
<td>${item.branch_name ? item.branch_name : ' - '}</td>
|
||||
<td>${tpaValue}</td>
|
||||
<td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
|
||||
|
||||
<td>${checkDateStatus(item.policy_end_date, 1)}</td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a href="#" data-id="${item.id}" id="${item.policy_id}" class="dropdown-item btnPolicyEdit"><i class="mdi mdi-lead-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyMaster" ><i class="mdi mdi-wrench mr-2 text-muted font-18 vertical-middle"></i>Terms</a>
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item btnPolicyModel" data-toggle="modal" data-target="#bs-example-modal-lg"><i class="mdi mdi-book-open mr-2 text-muted font-18 vertical-middle"></i>Rack Rate</a>`;
|
||||
|
||||
// Conditionally render the delete option based on the role
|
||||
if (role != 3 && role != 4) {
|
||||
policyTable += `
|
||||
<a href="#" data-id="${item.id}" id="${search_term}" data-typeid="${item.policy_type_id}" class="dropdown-item" onclick="removepolicy(this)"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>`;
|
||||
}
|
||||
|
||||
policyTable += `
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
`;
|
||||
|
||||
|
||||
}
|
||||
|
||||
|
||||
|
||||
});
|
||||
|
||||
const table = $('#table-client-policy').DataTable();
|
||||
table.clear().destroy();
|
||||
|
||||
$('#table-client-policy tbody').html(policyTable); // replace tbody content
|
||||
|
||||
$('#table-client-policy').DataTable({
|
||||
paging: true,
|
||||
searching: true,
|
||||
autoWidth: false,
|
||||
responsive: true,
|
||||
});
|
||||
|
||||
|
||||
|
||||
|
||||
});
|
||||
|
||||
|
||||
|
||||
});
|
||||
</script>
|
||||
|
||||
|
||||
|
||||
|
||||
@ -149,7 +149,7 @@
|
||||
<style>
|
||||
.nav-bar {
|
||||
position: fixed !important;
|
||||
z-index: 2;
|
||||
z-index: 4;
|
||||
width: 90%;
|
||||
margin-left: 120px !important;
|
||||
background: #fff;
|
||||
|
||||
@ -452,6 +452,58 @@ if (isset($selected_lead_type)) {
|
||||
$('#salse_person_id').trigger('change');
|
||||
}
|
||||
|
||||
// $('#client_name').on('input', generateShortName);
|
||||
|
||||
let shortNameTimer;
|
||||
|
||||
$('#client_name').on('input', function() {
|
||||
clearTimeout(shortNameTimer);
|
||||
shortNameTimer = setTimeout(generateShortName, 200);
|
||||
});
|
||||
|
||||
function generateShortName() {
|
||||
let clientInput = $("#client_name");
|
||||
let shortInput = $("#client_short_name");
|
||||
let newClientName = clientInput.val().trim();
|
||||
|
||||
console.log(`LN : NEW - ${newClientName}`);
|
||||
if (newClientName.length == 0) {
|
||||
shortInput.val('');
|
||||
return;
|
||||
}
|
||||
|
||||
let shortName = newClientName.substring(0, 10).replace(/\s+/g, '').toUpperCase();
|
||||
makeUniqueShortName(shortName);
|
||||
}
|
||||
|
||||
function makeUniqueShortName(baseName) {
|
||||
let input = $("#client_short_name")[0];
|
||||
|
||||
checkDuplicateTableFieldValue("clients", "short_name", baseName, function(isDuplicate) {
|
||||
if (isDuplicate) {
|
||||
let counter = 1;
|
||||
function tryNext() {
|
||||
let padded = String(counter).padStart(3, '0'); // 001, 002, 003
|
||||
let newName = baseName + padded;
|
||||
|
||||
checkDuplicateTableFieldValue("clients", "short_name", newName, function(exists) {
|
||||
if (exists) {
|
||||
counter++;
|
||||
tryNext();
|
||||
} else {
|
||||
$("#client_short_name").val(newName);
|
||||
validateInput(input, "clients", "short_name");
|
||||
}
|
||||
});
|
||||
}
|
||||
tryNext();
|
||||
} else {
|
||||
$("#client_short_name").val(baseName);
|
||||
validateInput(input, "clients", "short_name");
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
function validateInput(input, table, field){
|
||||
|
||||
let client_type = $('#client_type').val();
|
||||
|
||||
@ -19,10 +19,10 @@
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php if(isset($data)) { ?>
|
||||
<?php if(isset($data)) { $slno = 1; ?>
|
||||
<?php foreach($data as $index => $row) { ?>
|
||||
<tr>
|
||||
<td class="text-dark"> <?= esc($index + 1); ?></td>
|
||||
<td class="text-center"><?= $slno++; ?></td>
|
||||
<td><?= $row['branch_name']; ?></td>
|
||||
<!-- <td>
|
||||
<span class="<?php if($row['is_active'] == 1){ echo 'badge badge-primary'; }else{ echo 'badge badge-danger'; } ?>">
|
||||
@ -254,6 +254,7 @@
|
||||
} else if(type == 'remove'){
|
||||
toastr.success(response.message, 'Success');
|
||||
if(el) $(el).closest('tr').remove();
|
||||
window.location.reload();
|
||||
} else if(type == 'submit'){
|
||||
toastr.success(response.message, 'Success');
|
||||
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
@ -327,7 +327,7 @@ table.dataTable thead th {
|
||||
<?php foreach ($endorsement_data_list as $index => $row) { ?>
|
||||
<tr>
|
||||
<td class="text-center"><?php echo $index + 1; ?></td>
|
||||
<td><?php echo $issuer[$row['issuer']] ?: 'N/A'; ?></td><!-- Issuer -->
|
||||
<td><?php echo $issuer[$row['issuer']] ?? 'N/A'; ?></td><!-- Issuer -->
|
||||
<td><?php echo $row['client_short_name'] ?: 'N/A'; ?></td><!-- Client -->
|
||||
<td><?php echo $row['client_branch_name'] ?: 'N/A'; ?></td><!-- Branch -->
|
||||
<td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td><!-- Insurer -->
|
||||
@ -346,6 +346,9 @@ table.dataTable thead th {
|
||||
<a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
|
||||
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
|
||||
</a>
|
||||
<a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
|
||||
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
@ -717,6 +720,7 @@ table.dataTable thead th {
|
||||
'data-iep': item.iep,
|
||||
'data-itp': item.itp,
|
||||
'data-bap': item.bap,
|
||||
'data-allocg': item.allocg,
|
||||
'data-tpa': item.tpa_branch_id + '-' + item.tpa_id,
|
||||
'data-ptid': item.policy_type_id,
|
||||
});
|
||||
@ -978,4 +982,41 @@ table.dataTable thead th {
|
||||
$('#date_div').hide()
|
||||
}
|
||||
}
|
||||
|
||||
function removePolicyTransaction(input, pt_id, policy_type_id) {
|
||||
|
||||
let string = "Do you want to delete this transaction?";
|
||||
if(policy_type_id > 7){
|
||||
string = "Do you want to delete this transaction? Deleting this will also remove the linked CRM policy entry.";
|
||||
}
|
||||
|
||||
confirmActionSweertAlert(string, "Yes, Proceed!", "No, Cancel").then((confirmed) => {
|
||||
if (confirmed) {
|
||||
|
||||
let type = '1';
|
||||
let url = '<?= base_url('policy_tranction/inception/removePolicyTransaction/') ?>' + pt_id + '/' + type;
|
||||
|
||||
// Include `pt_id` in the AJAX request if necessary
|
||||
let requestData = {
|
||||
pt_id: pt_id ,
|
||||
type: 1 ,
|
||||
};
|
||||
|
||||
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
|
||||
console.log('Data fetched successfully:', response);
|
||||
|
||||
if (response.status === true) {
|
||||
toastr.success(response.message, 'SUCCESS');
|
||||
window.location.reload();
|
||||
} else {
|
||||
toastr.warning(response.message, 'WARNING');
|
||||
}
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
console.error(xhr.responseText);
|
||||
});
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
</script>
|
||||
@ -413,210 +413,208 @@
|
||||
<!-- Pre sales Row -->
|
||||
<div class="row" id="pre_sales_row">
|
||||
<div class="col-md-12">
|
||||
|
||||
<div id="accordion_1" class="mb-0">
|
||||
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
|
||||
<span class="font-color-black">Pre Sales</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-1">
|
||||
<div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_1">
|
||||
<div class="card-body">
|
||||
<div class="row" id="policyholdernamediv" style="display: none;">
|
||||
<div class="form-group col-md-3">
|
||||
<label for="bp_igst">Policyholder Name</label>
|
||||
<input id="policy_holder_name" value="" type="text" class="form-control" name="policy_holder_name">
|
||||
</div>
|
||||
<div id="accordion_1" class="mb-0">
|
||||
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
|
||||
<span class="font-color-black">Pre Sales</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-1">
|
||||
<div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_1">
|
||||
<div class="card-body">
|
||||
<div class="row" id="policyholdernamediv" style="display: none;">
|
||||
<div class="form-group col-md-3">
|
||||
<label for="bp_igst">Policyholder Name</label>
|
||||
<input id="policy_holder_name" value="" type="text" class="form-control" name="policy_holder_name">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label class="switch" style="position: relative;top: 30px;left: 4px;">
|
||||
<input id="same_as_proposer" type="checkbox" name="same_as_proposer" checked>
|
||||
<span class="slider round" style="height: 27px;"></span>
|
||||
</label>
|
||||
<div class="form-group col-md-3">
|
||||
<label class="switch" style="position: relative;top: 30px;left: 4px;">
|
||||
<input id="same_as_proposer" type="checkbox" name="same_as_proposer" checked>
|
||||
<span class="slider round" style="height: 27px;"></span>
|
||||
</label>
|
||||
|
||||
<label for="same_as_proposer"
|
||||
style="position: relative;top: 31px;left: 17px;">Insured (Same as Proposer)</label>
|
||||
<label for="same_as_proposer"
|
||||
style="position: relative;top: 31px;left: 17px;">Insured (Same as Proposer)</label>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row" id="family_details" style="display: none;">
|
||||
<div class="col-md-12">
|
||||
<div class="form-section">
|
||||
<h4>Family details</h4>
|
||||
<div id="dynamic-form-container-for-insured"></div>
|
||||
</div>
|
||||
</div>
|
||||
<div class="row" id="family_details" style="display: none;">
|
||||
<div class="col-md-12">
|
||||
<div class="form-section">
|
||||
<h4>Family details</h4>
|
||||
<div id="dynamic-form-container-for-insured"></div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<hr>
|
||||
<div class="row">
|
||||
</div>
|
||||
<hr>
|
||||
<div class="row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Business Type <span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<select class="form-control" id="issue_type" name="issue_type" required>
|
||||
<option value="" selected>Select Issue Type</option>
|
||||
<?php
|
||||
if (isset($issuing_type) && count($issuing_type)) {
|
||||
foreach ($issuing_type as $key => $value) {
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Business Type <span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<select class="form-control" id="issue_type" name="issue_type" required>
|
||||
<option value="" selected>Select Issue Type</option>
|
||||
<?php
|
||||
if (isset($issuing_type) && count($issuing_type)) {
|
||||
foreach ($issuing_type as $key => $value) {
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="bp_gst_amt">Revenue Type</label>
|
||||
<select id="revenue_type" class="form-control" name="revenue_type">
|
||||
<option value="">Select</option>
|
||||
<option value="NA">NA</option>
|
||||
<option value="EA">EA</option>
|
||||
<option value="EANR">EANR</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3" id="renewal" style="display: none;">
|
||||
<label for="addon_policy"> Renewal Source Policy <span id="base_danger"class="text-danger"></span></label>
|
||||
<select class="form-control" id="source_client_policy_id"name="source_client_policy_id" onchange="setRenewalPolicyData(this)">
|
||||
<option value="" selected>Select Renewal Source Policy</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 sded_dates" style="display: none;">
|
||||
<label for="addon_policy">Policy Start Date<span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_policy_start_date"
|
||||
name="renewal_policy_start_date" placeholder="DD/MM/YYYY" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 sded_dates" style="display: none;">
|
||||
<label for="addon_policy">Policy End Date<span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_policy_end_date"
|
||||
name="renewal_policy_end_date" placeholder="DD/MM/YYYY" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 roll_div" style="display: none;">
|
||||
<label for="rollover_date">Date of Expiring Policy for Rollover</label>
|
||||
<input id="rollover_date" value="" type="text" class="form-control" name="rollover_date" placeholder="DD/MM/YYYY">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="ref">Reference</label>
|
||||
<input id="ref" value="" type="text" class="form-control" name="ref">
|
||||
</div>
|
||||
|
||||
<!-- <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>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="bp_gst_amt">Revenue Type</label>
|
||||
<select id="revenue_type" class="form-control" name="revenue_type">
|
||||
<option value="">Select</option>
|
||||
<option value="NA">NA</option>
|
||||
<option value="EA">EA</option>
|
||||
<option value="EANR">EANR</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3" id="renewal" style="display: none;">
|
||||
<label for="addon_policy"> Renewal Source Policy <span id="base_danger"class="text-danger"></span></label>
|
||||
<select class="form-control" id="source_client_policy_id"name="source_client_policy_id" onchange="setRenewalPolicyData(this)">
|
||||
<option value="" selected>Select Renewal Source Policy</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 sded_dates" style="display: none;">
|
||||
<label for="addon_policy">Policy Start Date<span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_policy_start_date"
|
||||
name="renewal_policy_start_date" placeholder="DD/MM/YYYY" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 sded_dates" style="display: none;">
|
||||
<label for="addon_policy">Policy End Date<span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="renewal_policy_end_date"
|
||||
name="renewal_policy_end_date" placeholder="DD/MM/YYYY" >
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 roll_div" style="display: none;">
|
||||
<label for="rollover_date">Date of Expiring Policy for Rollover</label>
|
||||
<input id="rollover_date" value="" type="text" class="form-control" name="rollover_date" placeholder="DD/MM/YYYY">
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="ref">Reference</label>
|
||||
<input id="ref" value="" type="text" class="form-control" name="ref">
|
||||
</div>
|
||||
|
||||
<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 . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="ppteam">PP Team</label>
|
||||
<select class="form-control" id="ppteam" name="ppteam">
|
||||
<option value="">Select PP Team</option>
|
||||
<?php if (isset($ppTeamsData)) { ?>
|
||||
<?php foreach ($ppTeamsData as $value) { ?>
|
||||
<option value="<?= $value['id'];?>">
|
||||
<?= $value['first_name'];?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="remark">Remarks</label>
|
||||
<textarea id="remark" class="form-control" name="remarks" rows="1"></textarea>
|
||||
</div> -->
|
||||
|
||||
<!-- <div class="form-group col-md-6">
|
||||
<label for="listed_insurers">Shortlisted Insurers</label>
|
||||
<select class="form-control" id="listed_insurers" name="listed_insurers" multiple>
|
||||
<option value=""></option>
|
||||
<?php foreach ($insurer_branch as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>">
|
||||
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="ppteam">PP Team</label>
|
||||
<select class="form-control" id="ppteam" name="ppteam">
|
||||
<option value="">Select PP Team</option>
|
||||
<?php if (isset($ppTeamsData)) { ?>
|
||||
<?php foreach ($ppTeamsData as $value) { ?>
|
||||
<option value="<?= $value['id'];?>">
|
||||
<?= $value['first_name'];?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div> -->
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
</div>
|
||||
<!-- <hr> -->
|
||||
<div class="row">
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
|
||||
<select class="form-control" id="policy_status" name="status" required>
|
||||
<option value="" selected>Select Status</option>
|
||||
<?php
|
||||
if (isset($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 . ">" . $value . "</option>";
|
||||
}
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="remark">Remarks</label>
|
||||
<textarea id="remark" class="form-control" name="remarks" rows="1"></textarea>
|
||||
</div> -->
|
||||
|
||||
<!-- <div class="form-group col-md-6">
|
||||
<label for="listed_insurers">Shortlisted Insurers</label>
|
||||
<select class="form-control" id="listed_insurers" name="listed_insurers" multiple>
|
||||
<option value=""></option>
|
||||
<?php foreach ($insurer_branch as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>">
|
||||
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
</div>
|
||||
<!-- <hr> -->
|
||||
<div class="row">
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
|
||||
<select class="form-control" id="policy_status" name="status" required>
|
||||
<option value="" selected>Select Status</option>
|
||||
<?php
|
||||
if (isset($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> -->
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div> -->
|
||||
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="bp_cgst">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">
|
||||
<label for="bp_cgst">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">
|
||||
<label for="fund_received">Fund Recd / Sent to Insurer</label>
|
||||
<input id="fund_received" value="" type="text" class="form-control" name="fund_received">
|
||||
</div> -->
|
||||
<!-- <div class="form-group col-md-3">
|
||||
<label for="fund_received">Fund Recd / Sent to Insurer</label>
|
||||
<input id="fund_received" value="" type="text" class="form-control" name="fund_received">
|
||||
</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>
|
||||
<!-- <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> -->
|
||||
<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>
|
||||
<!-- <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 info-icon" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI, CD transaction from CRM )"></i>
|
||||
</label>
|
||||
</div> -->
|
||||
<label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;"> Make Entry in CD <i class="mdi mdi-information-outline info-icon" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI, CD transaction from CRM )"></i>
|
||||
</label>
|
||||
</div> -->
|
||||
|
||||
<!-- <div class="form-group col-md-3 current_date" style="display: none;">
|
||||
<label for="bp_igst">Process Start Date</label>
|
||||
<input id="process_start_date" type="text" class="form-control" name="process_start_date" placeholder="DD/MM/YYYY">
|
||||
</div> -->
|
||||
</div>
|
||||
<!-- <div class="form-group col-md-3 current_date" style="display: none;">
|
||||
<label for="bp_igst">Process Start Date</label>
|
||||
<input id="process_start_date" type="text" class="form-control" name="process_start_date" placeholder="DD/MM/YYYY">
|
||||
</div> -->
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@ -957,7 +955,7 @@
|
||||
|
||||
</div> <!-- sales_row div closed here -->
|
||||
|
||||
<div class="form-group text-right mt-1 m-b-0" id="submitButton">
|
||||
<div class="form-group text-right mt-2 m-b-0" id="submitButton">
|
||||
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
|
||||
id="btnSubmit">Submit</button>
|
||||
</div>
|
||||
@ -1132,6 +1130,17 @@
|
||||
|
||||
<script>
|
||||
|
||||
$(document).ready(function(){
|
||||
|
||||
$('#sales_row').show();
|
||||
$('#policy_no').prop('required', true);
|
||||
$('#policy_issue_date').prop('required', true);
|
||||
$('#policy_start_date').prop('required', true);
|
||||
$('#policy_end_date').prop('required', true);
|
||||
$('.follow_insurer').prop('required', true);
|
||||
|
||||
})
|
||||
|
||||
$("#infoIcon").click(function() {
|
||||
var policyTransactionPK = $('#policy_tranction_primarykey').val();
|
||||
getDataForInfo(policyTransactionPK, function(data) {
|
||||
@ -1329,6 +1338,7 @@
|
||||
let isClientFormSubmitting = false;
|
||||
let isVehicleFormSubmitting = false;
|
||||
var insurer_count_array = [];
|
||||
var redirect_url = '<?= base_url('policy_tranction/inception/list') ?>';
|
||||
|
||||
$(document).ready(function(){
|
||||
|
||||
@ -1495,7 +1505,7 @@
|
||||
$('#client_row_div').empty();
|
||||
$('#actcual_clients').show();
|
||||
|
||||
let status = $('#policy_status').val();
|
||||
let status = $('#policy_status').val(); // REF : Venkatesh R - Status html Remove. Doubt here ask him - Q: why we need this? remove pannava ?.
|
||||
|
||||
|
||||
console.log(client_id);
|
||||
@ -1545,9 +1555,9 @@
|
||||
}else{
|
||||
$('#pre_sales_row').show();
|
||||
$('#submitButton').show();
|
||||
if(status == "completed"){
|
||||
$('#sales_row').show();
|
||||
}
|
||||
// if(status == "completed"){
|
||||
$('#sales_row').show(); // REF : Venkatesh R - Status html Remove. so i removed the 'if'.
|
||||
// }
|
||||
}
|
||||
})
|
||||
|
||||
@ -1650,9 +1660,9 @@
|
||||
let status = $('#policy_status').val();
|
||||
$('#pre_sales_row').show();
|
||||
$('#submitButton').show();
|
||||
if(status == "completed"){
|
||||
$('#sales_row').show();
|
||||
}
|
||||
// if(status == "completed"){
|
||||
$('#sales_row').show(); // REF : Venkatesh R - Status html Remove. so i removed the 'if'.
|
||||
// }
|
||||
|
||||
var client_type = $('#client_type').val();
|
||||
var value = $(this).val();
|
||||
@ -3548,7 +3558,7 @@
|
||||
if (!isValid) {
|
||||
$('#inception_form_id').find('input, select, textarea').each(function() {
|
||||
if ($(this).parsley().isValid() === false && !$(this).val()) {
|
||||
console.log('Empty field ID:', this.id);
|
||||
console.log(' :) Empty field ID:', this.id);
|
||||
}
|
||||
});
|
||||
console.log('Form is Empty', 'Warning');
|
||||
@ -3599,10 +3609,7 @@
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
|
||||
var formData = new FormData($('#inception_form_id')[0]);
|
||||
|
||||
console.log(formData);
|
||||
|
||||
var formData = new FormData($('#inception_form_id')[0]);
|
||||
|
||||
const jsonString = JSON.stringify(shortListedInsurer);
|
||||
// console.log('jsonString', jsonString);
|
||||
@ -3649,7 +3656,7 @@
|
||||
toastr.success(res.message, 'Success');
|
||||
|
||||
show_list_hide_add();
|
||||
window.location.href = '<?= base_url('policy_tranction/inception/list') ?>';
|
||||
window.location.href = redirect_url;
|
||||
|
||||
|
||||
$('#policy_tranction_primarykey').val(res.pt_id);
|
||||
@ -5027,6 +5034,12 @@
|
||||
const params = new URLSearchParams(window.location.search);
|
||||
const pt_id = params.get('pt_id') ?? 0;
|
||||
|
||||
// ✅ Get the previous page URL
|
||||
const previousUrl = document.referrer || '';
|
||||
|
||||
console.log("PT ID:", pt_id);
|
||||
console.log("Previous Page URL:", previousUrl);
|
||||
|
||||
if (pt_id != 0) {
|
||||
hide_list_show_add();
|
||||
setTimeout(() =>
|
||||
@ -5036,6 +5049,11 @@
|
||||
show_list_hide_add();
|
||||
}
|
||||
|
||||
if(previousUrl != "" && pt_id != 0){
|
||||
redirect_url = previousUrl;
|
||||
$('#btnAdd').attr('href', previousUrl);
|
||||
}
|
||||
|
||||
console.log('getURLParamsForReport pt_id', pt_id); // Retain the log if necessary
|
||||
}
|
||||
|
||||
@ -5118,11 +5136,11 @@
|
||||
function checkCDAmountForBasePremium(input) {
|
||||
|
||||
console.log('#################################### Check CD Amount For Base Premium ####################################');
|
||||
console.log(input)
|
||||
|
||||
let policy_type_id = $('#policy_type_id').val();
|
||||
console.log("policy_type_id ", policy_type_id);
|
||||
|
||||
console.log(input)
|
||||
let client_type = $('#client_type').val();
|
||||
console.log('client type', client_type);
|
||||
|
||||
@ -5390,9 +5408,9 @@
|
||||
let status = $('#policy_status').val();
|
||||
$('#pre_sales_row').show();
|
||||
$('#submitButton').show();
|
||||
if(status == "completed"){
|
||||
$('#sales_row').show();
|
||||
}
|
||||
// if(status == "completed"){
|
||||
$('#sales_row').show();// REF : Venkatesh R - Status html Remove. so i removed the 'if'.
|
||||
// }
|
||||
}
|
||||
|
||||
function removeClientForm(){
|
||||
@ -5400,9 +5418,9 @@
|
||||
let status = $('#policy_status').val();
|
||||
$('#pre_sales_row').show();
|
||||
$('#submitButton').show();
|
||||
if(status == "completed"){
|
||||
$('#sales_row').show();
|
||||
}
|
||||
// if(status == "completed"){
|
||||
$('#sales_row').show();// REF : Venkatesh R - Status html Remove. so i removed the 'if'.
|
||||
// }
|
||||
}
|
||||
|
||||
function getVehicleFormData() {
|
||||
@ -5499,9 +5517,9 @@
|
||||
let status = $('#policy_status').val();
|
||||
$('#pre_sales_row').show();
|
||||
$('#submitButton').show();
|
||||
if(status == "completed"){
|
||||
$('#sales_row').show();
|
||||
}
|
||||
// if(status == "completed"){
|
||||
$('#sales_row').show(); // REF : Venkatesh R - Status html Remove. so i removed the 'if'.
|
||||
// }
|
||||
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
@ -5565,9 +5583,9 @@
|
||||
let status = $('#policy_status').val();
|
||||
$('#pre_sales_row').show();
|
||||
$('#submitButton').show();
|
||||
if(status == "completed"){
|
||||
$('#sales_row').show();
|
||||
}
|
||||
// if(status == "completed"){
|
||||
$('#sales_row').show(); // REF : Venkatesh R - Status html Remove. so i removed the 'if' Submit la locked. "Empty field ID: Empty field ID: policy_issue_date"
|
||||
// }
|
||||
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
@ -5616,7 +5634,6 @@
|
||||
<div class="form-group col-md-4">
|
||||
<label for="modal_vehicle_no">
|
||||
Vehicle No
|
||||
<span class="text-danger">*</span>
|
||||
<small style="font-size: x-small;">( Normal: AA##AA#### | Bharat: ##BH####AA )</small>
|
||||
</label>
|
||||
<div class="vehicle-input-wrapper">
|
||||
@ -5640,6 +5657,20 @@
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="rto_id">RTO</label>
|
||||
<select class="form-control readonly-color readonly-select" id="rto_id" name="rto_id" style="appearance:none;-webkit-appearance:none;-moz-appearance:none;cursor:not-allowed;">
|
||||
<option value=""></option>
|
||||
<?php
|
||||
if (isset($rto_details) && count($rto_details)) {
|
||||
foreach ($rto_details as $key => $value) {
|
||||
echo '<option value="' . $value['id'] . '" data-state="' . $value['rto_state'] . '" data-code="' . $value['rto_code'] . '">' . $value['rto_name'] . '</option>';
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="rc">Chassis No</label>
|
||||
<input type="text" class="form-control" id="rc" name="rc"
|
||||
@ -6008,6 +6039,9 @@
|
||||
// resultDiv.classList.add('show');
|
||||
$('#vehicle_no_validation').val('1');
|
||||
}
|
||||
|
||||
// call here
|
||||
autoFetchRtoName(input);
|
||||
}
|
||||
|
||||
// Custom Parsley validator for vehicle format
|
||||
@ -6338,5 +6372,32 @@
|
||||
console.log("✅ total[] changed:", val);
|
||||
});
|
||||
|
||||
function autoFetchRtoName(val) {
|
||||
console.log(`i am here ${val}`);
|
||||
val = val.toUpperCase().trim();
|
||||
|
||||
let stateCode = val.slice(0, 2); // 1st 2 here i am split the state code
|
||||
let numberCode = val.slice(2, 4); // 2nd 2 here i am split the number code
|
||||
|
||||
console.log(`Ln ST: ${stateCode} | NC: ${numberCode}`);
|
||||
|
||||
let matched = false;
|
||||
|
||||
$('#rto_id option').each(function() {
|
||||
let optionState = $(this).attr('data-state');
|
||||
let optionCode = $(this).attr('data-code');
|
||||
console.log(`Ln optionState : ${optionState} | optionCode : ${optionCode}`);
|
||||
|
||||
if (stateCode === optionState && numberCode === optionCode) {
|
||||
$('#rto_id').val($(this).val()).trigger('change'); // ✅ select it
|
||||
matched = true;
|
||||
return false; // break the loop
|
||||
}
|
||||
});
|
||||
|
||||
if (!matched) {
|
||||
$('#rto_id').val('').trigger('change'); // reset select
|
||||
}
|
||||
}
|
||||
|
||||
</script>
|
||||
|
||||
@ -570,6 +570,7 @@ $(document).ready(function() {
|
||||
className: 'btn app-btn-primary mr-2',
|
||||
action: function (e, dt, node, config) {
|
||||
hide_list_show_add();
|
||||
addInsurerColumn() ;
|
||||
}
|
||||
},
|
||||
{
|
||||
@ -806,9 +807,11 @@ function appendVehicles(data, vehicle_id = null)
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var displayValue = item.vehicle_no ? item.vehicle_no : item.rc;
|
||||
var dbValue = item.id
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.vehicle_no ?? item.rc,
|
||||
value: dbValue,
|
||||
text: displayValue,
|
||||
'data-cid': item.owner,
|
||||
'data-bid': item.branch_id,
|
||||
'data-cty': item.client_type,
|
||||
|
||||
@ -79,36 +79,36 @@ table.dataTable tbody td {
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
<th>S. No</th>
|
||||
<th>User</th>
|
||||
<th style="display: none;">User</th>
|
||||
<th>Month</th>
|
||||
<th>Business Type</th>
|
||||
<th>Client Type</th>
|
||||
<!-- <th style="display: none;">Business Type</th> -->
|
||||
<th style="display: none;">Client Type</th>
|
||||
<th>Insured Name</th>
|
||||
<th>Policy/<br>Endorsement</th>
|
||||
<th>Policy Type</th>
|
||||
<th>BAP Group</th>
|
||||
<th>Vehicle Number</th>
|
||||
<th style="display: none;">BAP Group</th>
|
||||
<th style="display: none;">Vehicle Number</th>
|
||||
<th>Policy No</th>
|
||||
<th>Endorsement No</th>
|
||||
<th>Insurer Name</th>
|
||||
<!-- <th style="display: none;">Insurer Name</th> -->
|
||||
<th>Insurer Branch</th>
|
||||
<th>TPA</th>
|
||||
<th>Endorsement <br> Effective Date</th>
|
||||
<th>Policy <br> Effective Date</th>
|
||||
<th>Policy <br> Expiry Date</th>
|
||||
<th>Reference</th>
|
||||
<th>Remarks</th>
|
||||
<th>Base Premium</th>
|
||||
<th>Terrorism/TP</th>
|
||||
<th>Premium <br> (without GST)</th>
|
||||
<th>GST @ 18%</th>
|
||||
<!-- <th style="display: none;">TPA</th> -->
|
||||
<th style="display: none;">Endorsement <br> Effective Date</th>
|
||||
<th style="display: none;">Policy <br> Effective Date</th>
|
||||
<th style="display: none;">Policy <br> Expiry Date</th>
|
||||
<th style="display: none;">Reference</th>
|
||||
<th style="display: none;">Remarks</th>
|
||||
<th>BP Premium</th>
|
||||
<th>TP/Ter Premium</th>
|
||||
<th style="display: none;">Premium <br> (without GST)</th>
|
||||
<!-- <th style="display: none;">GST @ 18%</th> -->
|
||||
<th>Total Premium</th>
|
||||
<th>Base <br> Revenue %</th>
|
||||
<th>TP / Terrorism <br> Revenue %</th>
|
||||
<th>Rewards</th>
|
||||
<th>Total IRDA <br> Revenue INR</th>
|
||||
<th>Billed Amount</th>
|
||||
<th>UnBilled Amount</th>
|
||||
<th>BP %</th>
|
||||
<th>TP/Ter %</th>
|
||||
<th style="display: none;">Rewards</th>
|
||||
<th>Agreed Amount</th>
|
||||
<th>Invoiced Amount</th>
|
||||
<th>Outstanding Amount</th>
|
||||
|
||||
</tr>
|
||||
</thead>
|
||||
@ -116,34 +116,40 @@ table.dataTable tbody td {
|
||||
<?php if (isset($report_list)) { ?>
|
||||
<?php foreach($report_list as $index => $row){ ?>
|
||||
<tr>
|
||||
<td><?= $index + 1 ?></td>
|
||||
<td><?php echo $row['user_name'] ?: 'N/A'; ?></td>
|
||||
<td><?= $index + 1 ?> <a href="<?php
|
||||
if($row['action_type'] == "inception"){
|
||||
echo base_url('policy_tranction/inception/list') . '?pt_id=' . $row['id'] ;
|
||||
}else{
|
||||
echo base_url('policy_tranction/endorsement/list') . '?pt_id=' . $row['id'] ;
|
||||
}
|
||||
?>" class="mdi mdi-pencil" ></a> </td>
|
||||
<td style="display: none;"><?php echo $row['user_name'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['policy_issue_month'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['revenue_type'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['client_type'] ?: 'N/A'; ?></td>
|
||||
<!-- <td style="display: none;"><?php echo $row['revenue_type'] ?: 'N/A'; ?></td> -->
|
||||
<td style="display: none;"><?php echo $row['client_type'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['client_name'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['action_type'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['policy_type'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['bap'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['vehicle_no'] ?: 'N/A'; ?></td>
|
||||
<td style="display: none;"><?php echo $row['bap'] ?: 'N/A'; ?></td>
|
||||
<td style="display: none;"><?php echo $row['vehicle_no'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['policy_no'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['endorsement_no'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['insurer_name'] ?: 'N/A'; ?> </td>
|
||||
<!-- <td style="display: none;"><?php echo $row['insurer_name'] ?: 'N/A'; ?> </td> -->
|
||||
<td><?php echo $row['insurer_branch_name'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['tpa_name']; ?></td>
|
||||
<td><?php echo empty($row['endorse_eff_date']) ? 'N/A' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
|
||||
<td><?php echo empty($row['policy_start_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
|
||||
<td><?php echo empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
|
||||
<td><?php echo $row['ref'] ?: 'N/A'; ?></td>
|
||||
<td><?php echo $row['remarks'] ?: 'N/A'; ?></td>
|
||||
<!-- <td style="display: none;"><?php echo $row['tpa_name']; ?></td> -->
|
||||
<td style="display: none;"><?php echo empty($row['endorse_eff_date']) ? 'N/A' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
|
||||
<td style="display: none;"><?php echo empty($row['policy_start_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
|
||||
<td style="display: none;"><?php echo empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
|
||||
<td style="display: none;"><?php echo $row['ref'] ?: 'N/A'; ?></td>
|
||||
<td style="display: none;"><?php echo $row['remarks'] ?: 'N/A'; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['gst_amount']; ?></td>
|
||||
<td class="right-align-input" style="display: none;"><?php echo $row['premium_wo_gst']; ?></td>
|
||||
<!-- <td class="right-align-input" style="display: none;"><?php echo $row['gst_amount']; ?></td> -->
|
||||
<td class="right-align-input"><?php echo $row['total_premium']; ?></td>
|
||||
<td class="right-align-input"><?php echo $row['agreed_bp_per']; ?> %</td>
|
||||
<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?> %</td>
|
||||
<td class="right-align-input"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
|
||||
<td class="right-align-input" style="display: none;"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
|
||||
|
||||
<?php $total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt']; ?>
|
||||
<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $total_irda_amt; ?></td>
|
||||
@ -415,33 +421,64 @@ $(document).ready(function() {
|
||||
paging: true, // Enable pagination
|
||||
pageLength: 10, // Set default number of rows per page (optional)
|
||||
ordering: false,
|
||||
"footerCallback": function(row, data, start, end, display) {
|
||||
// "footerCallback": function(row, data, start, end, display) {
|
||||
// var api = this.api();
|
||||
|
||||
// // Calculate column totals
|
||||
// var totalPremium = api.column(23).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// var total_rewards = api.column(26).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0); // Add initial value 0 here
|
||||
|
||||
// console.log('total_rewards - ' + total_rewards);
|
||||
|
||||
// var totalIrda = api.column(27).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// var totalBilled = api.column(28).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// var totalUnbilled = api.column(29).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// // Update the totals in the div above the table
|
||||
// $('#total_premium').text(totalPremium.toFixed(2));
|
||||
// $('#total_rewards').text(total_rewards.toFixed(2));
|
||||
// $('#total_irda').text(totalIrda.toFixed(2));
|
||||
// $('#total_billed').text(totalBilled.toFixed(2));
|
||||
// $('#total_unbilled').text(totalUnbilled.toFixed(2));
|
||||
// }
|
||||
"footerCallback": function(row, data, start, end, display) {
|
||||
var api = this.api();
|
||||
|
||||
// Calculate column totals
|
||||
var totalPremium = api.column(23).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b) || 0;
|
||||
// Calculate column totals (adjust indices based on VISIBLE columns)
|
||||
var totalPremium = api.column(20, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var total_rewards = api.column(26).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b) || 0;
|
||||
}, 0); // Add initial value 0 here
|
||||
|
||||
console.log('total_rewards - ' + total_rewards);
|
||||
|
||||
var totalIrda = api.column(27).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b) || 0;
|
||||
var total_rewards = api.column(23, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var totalBilled = api.column(28).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b) || 0;
|
||||
var totalIrda = api.column(24, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var totalUnbilled = api.column(29).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b) || 0;
|
||||
var totalBilled = api.column(25, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
// Update the totals in the div above the table
|
||||
var totalUnbilled = api.column(26, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
// Update the totals
|
||||
$('#total_premium').text(totalPremium.toFixed(2));
|
||||
$('#total_rewards').text(total_rewards.toFixed(2));
|
||||
$('#total_irda').text(totalIrda.toFixed(2));
|
||||
|
||||
@ -21,10 +21,10 @@
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php if(isset($data)) { ?>
|
||||
<?php if(isset($data)) { $slno = 1; ?>
|
||||
<?php foreach($data as $index => $row) { ?>
|
||||
<tr>
|
||||
<td class="text-dark"> <?= esc($index + 1); ?></td>
|
||||
<td class="text-center"><?= $slno++; ?></td>
|
||||
<td><?= $row['rto_name']; ?></td>
|
||||
<td><?= $row['rto_code']; ?></td>
|
||||
<td><?= $row['rto_state']; ?></td>
|
||||
@ -216,6 +216,7 @@
|
||||
} else if(type == 'remove'){
|
||||
toastr.success(response.message, 'Success');
|
||||
if(el) $(el).closest('tr').remove();
|
||||
window.location.reload();
|
||||
} else if(type == 'submit'){
|
||||
toastr.success(response.message, 'Success');
|
||||
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
|
||||
|
||||
@ -19,10 +19,10 @@
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php if(isset($data)) { ?>
|
||||
<?php if(isset($data)) { $slno = 1; ?>
|
||||
<?php foreach($data as $index => $row) { ?>
|
||||
<tr>
|
||||
<td class="text-dark"> <?= esc($index + 1); ?></td>
|
||||
<td class="text-center"><?= $slno++; ?></td>
|
||||
<td><?= $row['vehicle_type']; ?></td>
|
||||
<!-- <td>
|
||||
<span class="<?php if($row['is_active'] == 1){ echo 'badge badge-primary'; }else{ echo 'badge badge-danger'; } ?>">
|
||||
@ -194,6 +194,7 @@
|
||||
} else if(type == 'remove'){
|
||||
toastr.success(response.message, 'Success');
|
||||
if(el) $(el).closest('tr').remove();
|
||||
window.location.reload();
|
||||
} else if(type == 'submit'){
|
||||
toastr.success(response.message, 'Success');
|
||||
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
|
||||
|
||||
@ -1360,7 +1360,7 @@ $(document).ready(function () {
|
||||
if (lead_status != "won") {
|
||||
console.log("Lead status is not 'won', setting interval for submitData");
|
||||
|
||||
// startInterval();
|
||||
startInterval();
|
||||
} else {
|
||||
console.log("Lead status is 'won', submitData will not be called");
|
||||
}
|
||||
@ -1557,8 +1557,8 @@ function saveFamilyMembersDetails() {
|
||||
|
||||
function resetFamiliyDialogModalValues() {
|
||||
|
||||
$('#familiy_dialog_row_index').val('');
|
||||
$('#familiy_dialog_column_index').val('');
|
||||
// $('#familiy_dialog_row_index').val('');
|
||||
// $('#familiy_dialog_column_index').val('');
|
||||
|
||||
// Reset Self
|
||||
$('#family_self').prop('checked', true);
|
||||
@ -3751,6 +3751,8 @@ function setCellInnerHTMLByCellIndex(tableId, rowIndex, colIndex, htmlContent) {
|
||||
// Set the innerHTML of the cell
|
||||
cell.innerHTML = htmlContent;
|
||||
console.log(`Updated cell at row ${rowIndex}, column ${colIndex} with content: ${htmlContent}`);
|
||||
$('#familiy_dialog_row_index').val('');
|
||||
$('#familiy_dialog_column_index').val('');
|
||||
} else {
|
||||
console.error(`Column index ${colIndex} does not exist in row ${rowIndex}`);
|
||||
}
|
||||
|
||||
271
writable/e_card_template/new_ecard.html
Normal file
271
writable/e_card_template/new_ecard.html
Normal file
@ -0,0 +1,271 @@
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>Health Insurance E-Card</title>
|
||||
<style>
|
||||
* {
|
||||
margin: 0;
|
||||
padding: 0;
|
||||
box-sizing: border-box;
|
||||
}
|
||||
|
||||
body {
|
||||
/* font-family: 'Lato', sans-serif; */
|
||||
background-color: #fff;
|
||||
padding: 5px;
|
||||
}
|
||||
|
||||
.card-container {
|
||||
display: table;
|
||||
width: 100%;
|
||||
max-width: 750px;
|
||||
margin: 0 auto;
|
||||
table-layout: fixed;
|
||||
border-spacing: 5px 0;
|
||||
}
|
||||
|
||||
.card {
|
||||
display: table-cell;
|
||||
background: white;
|
||||
width: 50%;
|
||||
padding: 10px;
|
||||
border: 1px solid #ddd;
|
||||
vertical-align: top;
|
||||
}
|
||||
|
||||
.card-header {
|
||||
display: table;
|
||||
width: 100%;
|
||||
margin-bottom: 10px;
|
||||
table-layout: fixed;
|
||||
}
|
||||
|
||||
.logo-left {
|
||||
display: table-cell;
|
||||
width: 35px;
|
||||
vertical-align: middle;
|
||||
}
|
||||
|
||||
.logo-left img {
|
||||
width: 32px;
|
||||
height: 32px;
|
||||
}
|
||||
|
||||
.logo-right {
|
||||
display: table-cell;
|
||||
text-align: right;
|
||||
vertical-align: middle;
|
||||
}
|
||||
|
||||
.logo-right img {
|
||||
width: 65px;
|
||||
height: auto;
|
||||
}
|
||||
|
||||
.card-body {
|
||||
position: relative;
|
||||
padding-left: 65px;
|
||||
min-height: 80px;
|
||||
}
|
||||
|
||||
.n-logo {
|
||||
position: absolute;
|
||||
left: 5px;
|
||||
top: 30px;
|
||||
width: 55px;
|
||||
}
|
||||
|
||||
.n-logo img {
|
||||
width: 55px;
|
||||
height: auto;
|
||||
}
|
||||
|
||||
.details {
|
||||
width: 100%;
|
||||
margin-left: 16px;
|
||||
}
|
||||
|
||||
.details-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
font-size: 10px;
|
||||
line-height: 1.4;
|
||||
}
|
||||
|
||||
.details-table td {
|
||||
padding: 1px 1px;
|
||||
vertical-align: top;
|
||||
}
|
||||
|
||||
.detail-label {
|
||||
width: 65px;
|
||||
font-weight: 600;
|
||||
color: #333;
|
||||
white-space: nowrap;
|
||||
}
|
||||
|
||||
.detail-separator {
|
||||
width: 8px;
|
||||
text-align: center;
|
||||
color: #666;
|
||||
}
|
||||
|
||||
.detail-value {
|
||||
color: #333;
|
||||
word-break: break-word;
|
||||
white-space: normal;
|
||||
font-weight: 300;
|
||||
}
|
||||
|
||||
.support-section {
|
||||
font-size: 7.5px;
|
||||
|
||||
}
|
||||
|
||||
.support-title {
|
||||
color: #ff6b35;
|
||||
font-weight: 600;
|
||||
margin-bottom: 6px;
|
||||
font-size: 10px;
|
||||
}
|
||||
|
||||
.support-details {
|
||||
font-size: 8px;
|
||||
font-weight: 500;
|
||||
line-height: 1.4;
|
||||
color: #333;
|
||||
margin-top: 0px;
|
||||
}
|
||||
|
||||
.level-title {
|
||||
font-weight: 500;
|
||||
margin-top: 4px;
|
||||
margin-bottom: 2px;
|
||||
}
|
||||
|
||||
.cashless-title {
|
||||
color: #ff6b35;
|
||||
font-weight: 600;
|
||||
margin-top: 0px;
|
||||
margin-bottom: 3px;
|
||||
font-size: 10px;
|
||||
}
|
||||
|
||||
.footer-note {
|
||||
text-align: center;
|
||||
margin-top: 8px;
|
||||
font-size: 8px;
|
||||
color: #666;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<div class="card-container">
|
||||
<!-- Front Card -->
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<div class="logo-left">
|
||||
<img src="{INSURER_LOGO}" alt="Insurer logo">
|
||||
</div>
|
||||
<div class="logo-right">
|
||||
<img src="{TPA_LOGO}" alt="TPA logo">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card-body">
|
||||
<div class="n-logo">
|
||||
<img src="{NHANCE_N_LOGO}" alt="N Logo">
|
||||
</div>
|
||||
|
||||
<div class="details">
|
||||
<table class="details-table">
|
||||
<tbody>
|
||||
<tr>
|
||||
<td class="detail-label">Policy Holder</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">AMERICAN MEGATRENDS INTERNATIONAL INDIA PVT LTD</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Insurer</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">The New India Assurance</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">TPA</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">Mediassit</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Primary Insured</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">Suganya A</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Beneficiary Name</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">Suganya A</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Member ID</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">4060881280</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Employee Code</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">9332</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Relation</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">Self</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td class="detail-label">Policy Period</td>
|
||||
<td class="detail-separator">:</td>
|
||||
<td class="detail-value">1-Apr-2025 to 31-Mar-2026</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Back Card -->
|
||||
<div class="card">
|
||||
<div class="card-header">
|
||||
<div class="logo-left">
|
||||
<img src="{INSURER_LOGO}" alt="Insurer logo">
|
||||
</div>
|
||||
<div class="logo-right">
|
||||
<img src="{TPA_LOGO}" alt="TPA logo">
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="card-body">
|
||||
<div class="n-logo">
|
||||
<img src="{NHANCE_N_LOGO}" alt="N Logo">
|
||||
</div>
|
||||
|
||||
<div class="details">
|
||||
<div class="support-section">
|
||||
<div class="support-title">For support :</div>
|
||||
<div class="support-details">
|
||||
{LEVELS}
|
||||
<div class="cashless-title">For cashless claims:</div>
|
||||
<div>Share a valid ID with this E-card at the Hospital Insurance Desk.</div>
|
||||
{NETWORK_HOSPITAL}
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="footer-note">
|
||||
This E-Card is non-transferable and valid only at network (cashless) hospitals
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</body>
|
||||
</html>
|
||||
Loading…
Reference in New Issue
Block a user