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Merge remote-tracking branch 'origin/dev' into dev

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velz 2025-12-19 15:19:51 +05:30
commit 6268a1e829
40 changed files with 4742 additions and 677 deletions
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103
app/Config/Routes.php
View File

@ -55,7 +55,6 @@ $routes->post("add_advertise_image", "AppContentManagementController::add_advert
$routes->post('remove_advertise_image', 'AppContentManagementController::remove_advertise_image');
$routes->get("add_image_index", "AppContentManagementController::add_image_index");
$routes->get("getAdvertiseImage/(:any)", "AppContentManagementController::getAdvertiseImage/$1");
$routes->get("frontend_content", "AppContentManagementController::frontend_content");
$routes->get('showAdvertiseImage/(:any)', 'AppContentManagementController::showAdvertiseImage/$1');
@ -169,6 +168,7 @@ $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
$routes->post("create_2", "ClientController::createClientKYCInfo_2");
$routes->post("edit_2", "ClientController::editClientKYCInfo_2");
$routes->post("delete_2", "ClientController::deleteClientKycDocs_2/$1");
$routes->get("download_2/(:any)", "ClientController::downloadClientKycDocs_2/$1");
});
@ -421,6 +421,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
$routes->match(['get', 'post', 'delete'], 'nhanceBranchMaster', 'MasterController::nhanceBranchMaster');
$routes->match(['get', 'post', 'delete'], 'vehicleTypeMaster', 'MasterController::vehicleTypeMaster');
$routes->match(['get', 'post', 'delete'], 'rtoMaster', 'MasterController::rtoMaster');
$routes->match(['get', 'post', 'delete'], 'partnerPOS', 'MasterController::partnerPOS');
$routes->get('checkDuplicateCdAccount', 'MasterController::checkDuplicateCdAccount');
$routes->get('proceedExcelFileDataValidation', 'EmployeeController::proceedExcelFileDataValidation');
$routes->get('checkTpaApiEnable', 'EmployeeRestController::checkTpaApiEnable');
@ -647,7 +648,13 @@ $routes->group("employeeRest", ["filter" => ['appSignature' , 'authJWT']], funct
$routes->get("ticketHistoryList", "ThzController::ticketHistoryList");
$routes->match(['get','post','put'], 'ticketType', 'ThzController::ticketType');
//this route for nhance website contact form (sales/service)
$routes->group("employeeRest", ['filter' => ['appSignature'] ], function ($routes) {
$routes->post("ticketSave", "ThzController::ticketSave");
});
//API FAQ
$routes->match(['get','post','delete'], 'FAQ', 'AppContentManagementController::FAQ');
//claims
$routes->post('initiateClaim',"EmployeeRestController::initiateClaim");
@ -777,7 +784,7 @@ $routes->get('testTracelog','TestBusinessController::a');
$routes->get("claimView", "EmployeeRestController::claimView");
// General Tickets
$routes->post("ticketSave", "ThzController::ticketSave");
$routes->post("ticketSave", "ThzController::ticketSave"); //
$routes->get("ticketList", "ThzController::ticketList");
$routes->post("ticketConversationSave", "ThzController::ticketConversationSave");
$routes->get("ticketConversationList", "ThzController::ticketConversationList");
@ -785,6 +792,10 @@ $routes->post('ticketAutoFetchDetails',"ThzController::ticketAutoFetchDetails");
$routes->match(['get','post','put'], 'ticketType', 'ThzController::ticketType');
$routes->get("ticketHistoryList", "ThzController::ticketHistoryList");
// General FAQ
$routes->match(['get','post','delete'], 'FAQ', 'AppContentManagementController::FAQ');
$routes->match(['get','post','delete'], 'frontend_content', 'AppContentManagementController::frontend_content');
$routes->get("getFEContent", "EmployeeRestController::getFEContent");
//for testing
$routes->group('test', function($routes) {
@ -853,3 +864,89 @@ $routes->group('logs', function($routes) {
$routes->get('delete/(:segment)', 'LogController::delete/$1');
$routes->get('clearAll', 'LogController::clearAll');
});
// -----------------------------------------------------------------------------------------------------------------
$routes->group('sales', function($routes) {
// ==================== LEAD ROUTES ====================
// Get all leads with filters
$routes->get('leads', 'SalesController::getLeads');
// Get lead statistics
$routes->get('leads/stats', 'SalesController::getLeadStats');
// Get single lead with complete details
$routes->get('leads/(:num)', 'SalesController::getLead/$1');
// Create new lead
$routes->post('leads', 'SalesController::createLead');
// Update lead
$routes->put('leads/(:num)', 'SalesController::updateLead/$1');
// Delete lead
$routes->delete('leads/(:num)', 'SalesController::deleteLead/$1');
// Get contacts for a lead
$routes->get('leads/(:num)/contacts', 'SalesController::getContacts/$1');
// Get activities for a lead
$routes->get('leads/(:num)/activities', 'SalesController::getLeadActivities/$1');
// Get activity timeline for a lead
$routes->get('leads/(:num)/timeline', 'SalesController::getActivityTimeline/$1');
// Get notes for a lead
$routes->get('leads/(:num)/notes', 'SalesController::getLeadNotes/$1');
// ==================== CONTACT PERSON ROUTES ====================
// Create contact person
$routes->post('contacts', 'SalesController::createContact');
// Update contact person
$routes->put('contacts/(:num)', 'SalesController::updateContact/$1');
// Delete contact person
$routes->delete('contacts/(:num)', 'SalesController::deleteContact/$1');
// Set primary contact
$routes->put('contacts/(:num)/set-primary', 'SalesController::setPrimaryContact/$1');
// ==================== ACTIVITY ROUTES ====================
// Get all activities with filters
$routes->get('activities', 'SalesController::getActivities');
// Get upcoming activities
$routes->get('activities/upcoming', 'SalesController::getUpcomingActivities');
// Get pending activities count
$routes->get('activities/pending-count', 'SalesController::getPendingCount');
// Create activity
$routes->post('activities', 'SalesController::createActivity');
// Update activity
$routes->put('activities/(:num)', 'SalesController::updateActivity/$1');
// Complete activity
$routes->post('activities/(:num)/complete', 'SalesController::completeActivity/$1');
// Delete activity
$routes->delete('activities/(:num)', 'SalesController::deleteActivity/$1');
// ==================== NOTE ROUTES ====================
// Create note
$routes->post('notes', 'SalesController::createNote');
// Update note
$routes->put('notes/(:num)', 'SalesController::updateNote/$1');
// Delete note
$routes->delete('notes/(:num)', 'SalesController::deleteNote/$1');
});

199
app/Controllers/AppContentManagementController.php
View File

@ -11,6 +11,7 @@ use CodeIgniter\API\ResponseTrait;
use App\Models\AddImgModel;
use App\Models\FEContentModel;
use App\Models\ClientModel;
use App\Models\FAQModel;
class AppContentManagementController extends AdminController
{
@ -19,6 +20,7 @@ class AppContentManagementController extends AdminController
protected $addImgModel;
protected $feContentModel;
protected $clientModel;
protected $faqModel;
public function __construct()
@ -27,6 +29,7 @@ class AppContentManagementController extends AdminController
$this->addImgModel = new AddImgModel();
$this->feContentModel = new FEContentModel();
$this->clientModel = new ClientModel();
$this->faqModel = new FAQModel();
}
//listing
public function add_image_index()
@ -133,27 +136,191 @@ class AppContentManagementController extends AdminController
// public function getAdvertiseImage($image_id){
// $image_data = $this->addImgModel->select('name')->where(['id' => $image_id])->first();
// if($image_data){
// return $image_data['name'];
// }else{
// return ;
// }
// }
public function frontend_content()
{
$method = $this->request->getMethod();
if ($this->request->getMethod() === 'post') {
$id = $this->request->getPost('fe_id');
$data = $this->request->getPost();
unset($data['fe_id']);
// Front End Content Area
public function frontend_content(){
foreach ($data as $k => $v) {
if ($v === '' || $v === null) {unset($data[$k]);}
}
// INSERT / UPDATE
if (empty($id)) {
$status = $this->feContentModel->insert($data);
$text = "Created";
} else {
$status = $this->feContentModel->update($id, $data);
$text = "Updated";
}
$data['test'] = $this->feContentModel->findAll();
$headerData['tab_name'] = 'Front-End Content';
$headerData['page_name'] = 'Front-End Content';
return $this->respond([
'status' => $status ? true : false,
'message' => "Frontend Content $text " . ($status ? 'successfully' : 'failed'),
'code' => $status ? 200 : 400,
'data' => $data,
] , $status ? 200 : 400 );
}
elseif ($method === 'get') {
echo view('layout/header', $headerData);
echo view('frontend_content_list', $data);
echo view('layout/footer');
$id = $this->request->getGet('fe_id') ?? null;
if (!empty($id)) {
$data['fe_list'] = $this->feContentModel->where('id', $id)->orderBy('id', 'DESC')->findAll();
if (!empty($data)) {
return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
} else {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
}
}
$data['fe_list'] = $this->feContentModel->orderBy('id', 'DESC')->findAll();
return $this->loadLayout('frontend_content_list', ['data' => $data,'tab_name' => 'Front-End Content','page_name' => 'Front-End Content']);
} elseif ($method === 'delete') {
// $input = $this->request->getRawInput();
$id = $this->request->getGet('fe_id'); // ✅ THIS
$id = $id ?? null;
if (empty($id)) {
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'No ID provided for deletion'
], 200);
}
$update_status = $this->feContentModel->where('id', $id)->set(['is_active' => 0])->update();
if ($update_status) {
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Data removed successfully',
'fe_id' => $id
], 200);
} else {
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'Failed to remove data',
'fe_id' => $id
], 200);
}
}
}
public function FAQ()
{
$method = strtolower($this->request->getMethod());
$returnType = strtolower($this->request->getGet('return_type') ?? 'api');
$ref = ['timestamp' => date('Y-m-d H:i:s')];
try {
// --- 1. POST: CREATE OR UPDATE ---
if ($method === 'post') {
$id = $this->request->getPost('faq_id');
$data = array_filter($this->request->getPost(), fn($v) => $v !== '' && $v !== null);
if (empty($id)) {
$status = $this->faqModel->insert($data);
$msg = "Created";
} else {
$status = $this->faqModel->update($id, $data);
$msg = "Updated";
}
// if ($returnType === 'web') {
// return redirect()->back()->with($status ? 'success' : 'error', "FAQ $msg " . ($status ? 'successfully' : 'failed'));
// }
// return $this->response->setJSON([
// ])->setStatusCode($result ? 200 : 400);
return $this->response->setJSON([
'status' => $status ? 'success' : 'error',
'message' => "FAQ $msg " . ($status ? 'successfully' : 'failed'),
'code' => $status ? 200 : 400,
'data' => $data,
'ref' => $ref
])->setStatusCode($status ? 200 : 400);
}
// --- 2. GET: FETCH LIST OR SINGLE ---
elseif ($method === 'get') {
$id = $this->request->getGet('faq_id');
if (!empty($id)) {
// $row = $this->faqModel->where('is_active', 1)->find($id);
$row = $this->faqModel->find($id);
$data['faq_list'] = $row ? [$row] : [];
} else {
// $data['faq_list'] = $this->faqModel->where('is_active', 1)->orderBy('id', 'desc')->findAll();
$data['faq_list'] = $this->faqModel->orderBy('id', 'desc')->findAll();
}
if ($returnType === 'web') {
$data['tab_name'] = "FAQ's";
$data['page_name'] = "FAQ's";
// print_r($data);die;
return $this->loadLayout('faq_list', $data);
}
// API Response Logic
if (empty($data['faq_list'])) {
return $this->response->setJSON([
'status' => $returnType === 'web' ? false : 'error',
'message' => 'No data found',
'code' => 404,
'data' => [],
'ref' => $ref
])->setStatusCode(200); // Using 200 with error status is common for mobile apps to prevent crashes
}
return $this->response->setJSON([
'status' => $returnType === 'web' ? true : 'success',
'message' => 'Data retrieved',
'code' => 200,
'data' => $data,
'ref' => $ref
])->setStatusCode(200);
}
// --- 3. DELETE: SOFT DELETE ---
elseif ($method === 'delete') {
$id = $this->request->getGet('faq_id');
$status = (!empty($id)) ? $this->faqModel->update($id, ['is_active' => 0]) : false;
return $this->response->setJSON([
'status' => $status ? ($returnType === 'web' ? true : 'success') : ($returnType === 'web' ? false : 'error'),
'message' => $status ? 'Data removed successfully' : 'Failed to remove or ID missing',
'code' => $status ? 200 : 400,
'data' => [],
'ref' => $ref
])->setStatusCode( 200 );
}
} catch (\Throwable $e) {
$msg = $e->getMessage();
return $this->response->setJSON([
'status' => $returnType === 'web' ? false : 'error',
'code' => 500,
'message' => $msg,
'ref' => ['file' => $e->getFile(), 'line' => $e->getLine()]
])->setStatusCode(500);
}
}
}

195
app/Controllers/ClientController.php
View File

@ -1121,37 +1121,43 @@ class ClientController extends AdminController
}
}
public function fetch_dropdown($client_id){
$db = db_connect();
public function fetch_dropdown($client_id)
{
$db = db_connect();
$submitted_ids_subquery = $db->table('client_kyc_documents ckd')
->select('ckd.kyc_doc_type_id')
->where('ckd.client_id', $client_id)
->where('ckd.is_active', 1)
->getCompiledSelect();
$result = $db->table('kyc_docs kd')
->select('kd.*')
->join('clients c', 'kd.kyc_type_id = c.entity_type_id')
->where('c.id', $client_id)
->where("kd.kyc_type_id NOT IN ({$submitted_ids_subquery})")
->groupBy('kd.id')
->get()
->getResultArray();
// Already uploaded docs
$uploadedData = $db->table('client_kyc_documents')
->select('kyc_doc_type_id')
->where('client_id', $client_id)
->where('is_active', 1)
->get()
->getResultArray();
$dropdown = '<option value="">Select Document</option>';
$dropdown .= '<option value="other">Additional Document</option>';
$excludedIds = array_column($uploadedData, 'kyc_doc_type_id');
// Available docs
$builder = $db->table('kyc_docs kd');
$builder->select('kd.id, kd.file_name');
$builder->join('clients c', 'kd.kyc_type_id = c.entity_type_id');
$builder->where('c.id', $client_id);
$builder->where('kd.is_active', 1);
if (!empty($excludedIds)) {
$builder->whereNotIn('kd.id', $excludedIds);
}
$result = $builder->get()->getResultArray(); // ✅ ARRAY
// Build dropdown
$dropdown = '<option value="">Select Document</option>';
$dropdown .= '<option value="other">Additional Document</option>';
foreach ($result as $row) {
$dropdown .= '<option value="' . esc($row['id']) . '">'
. esc($row['file_name']) .
'</option>';
}
foreach ($result as $row) {
$dropdown .= '<option value="' . esc($row['kyc_type_id']) . '">'
. esc($row['file_name']) .
'</option>';
}
return $dropdown;
}
@ -2392,13 +2398,27 @@ class ClientController extends AdminController
public function uploadVehicleFile()
public function uploadVehicleFile($params = null)
{
$this->myLogger->logme('error', 'uploadVehicleFile function called');
$data = $this->request->getPost();
$files = $this->request->getFiles();
// $data['client_id'] = 12;
// $data['vehicle_id'] = 1;
$client_id = null;
$vehicle_id = null;
$files = null;
$docs_name = null;
if(empty($params) && $this->request){
$data = $this->request->getPost();
$files = $this->request->getFiles();
$client_id = $data['client_id'] ?? null;
$vehicle_id = $data['vehicle_id'] ?? null;
$docs_name = $data['other_docs_name'] ?? null;
}else {
$client_id = $params['client_id'] ?? null;
$vehicle_id = $params['vehicle_id'] ?? null;
$docs_name = $params['other_docs_name'] ?? null;
$files = $params['file_data'] ?? null;
}
// upload path
$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
@ -2406,20 +2426,21 @@ class ClientController extends AdminController
$insertedDocs = [];
// Check document names and files
if (isset($data['other_docs_name']) && isset($files['file_name'])) {
foreach ($data['other_docs_name'] as $key => $docName) {
if (!empty($docs_name) && !empty($files) && !empty($client_id) && !empty($vehicle_id)) {
foreach ($docs_name as $key => $docName) {
// Get the corresponding file for this document name
$file = $files['file_name'][$key];
if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
// Upload the file
$uploadedFileName = file_Upload($file, $uploadFilePath);
$uploadedFileName = file_Upload_for_lead($file, $uploadFilePath);
if ($uploadedFileName) {
// Prepare data for each document upload
$docData = [
'client_id' => $data['client_id'],
'vehicle_id' => $data['vehicle_id'],
'client_id' => $client_id,
'vehicle_id' => $vehicle_id,
'other_docs_name' => $docName,
'file_name' => $uploadedFileName,
'created_by' => get_session_userid(),
@ -2435,16 +2456,21 @@ class ClientController extends AdminController
}
}
if(!empty($params) && !$this->request){
return true;
}
if (!empty($insertedDocs)) {
// Fetch all documents for the client
$vehicleDocs = $this->clientKYCDocsModel
->where('client_id', $data['client_id'])
->where('vehicle_id', $data['vehicle_id'])
->findAll();
return $this->respond(['status' => true, 'code' => 200, 'vehicle_docs' => $vehicleDocs, 'inserted_docs' => $insertedDocs], 200);
return $this->respond(['status' => true, 'code' => 200, 'vehicle_docs' => $vehicleDocs, 'inserted_docs' => $insertedDocs, 'message' => 'File uploaded successfully'], 200);
} else {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No documents uploaded or inserted'], 200);
}
} else {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'Invalid data submission'], 200);
}
@ -2517,22 +2543,57 @@ class ClientController extends AdminController
{
$result['ckdlist'] = db_connect()->table('client_kyc_documents ckd')
->select("ckd.id,ckd.client_id,ckd.kyc_doc_type_id,ckd.file_name,kd.file_name AS kd_docs_name,ckd.other_docs_name,ckd.vehicle_id,ckd.is_active,
CASE
WHEN ckd.kyc_doc_type_id IS NULL
OR ckd.kyc_doc_type_id = 0
OR ckd.kyc_doc_type_id = ''
THEN ckd.other_docs_name
ELSE kd.file_name
END AS ui_docs_name")
->join('kyc_docs kd','ckd.kyc_doc_type_id = kd.kyc_type_id','left')
->where('ckd.client_id',$client_id)
->where('ckd.is_active',1)
->groupBy('ckd.id')
->get()
->getResultArray();
// $result['ckdlist'] = db_connect()->table('client_kyc_documents ckd')
// ->select("ckd.id,ckd.client_id,ckd.kyc_doc_type_id,ckd.file_name,kd.file_name AS kd_docs_name,ckd.other_docs_name,ckd.vehicle_id,ckd.is_active,
// CASE
// WHEN ckd.kyc_doc_type_id IS NULL
// OR ckd.kyc_doc_type_id = 0
// OR ckd.kyc_doc_type_id = ''
// THEN ckd.other_docs_name
// ELSE kd.file_name
// END AS ui_docs_name")
// ->join('kyc_docs kd','ckd.kyc_doc_type_id = kd.id','left')
// ->where('ckd.client_id',$client_id)
// ->where('ckd.is_active',1)
// ->groupBy('ckd.id')
// ->get()
// ->getResultArray();
$builder = db_connect()->table('client_kyc_documents AS ckd');
// Select the standard fields
$builder->select('
ckd.id,
ckd.client_id,
ckd.kyc_doc_type_id,
ckd.file_name,
ckd.other_docs_name,
ckd.vehicle_id,
ckd.is_active
');
// Add the CASE statement for ui_docs_name
// Using false as the second parameter tells CI4 not to escape the string
$builder->select("
CASE
WHEN ckd.kyc_doc_type_id IS NULL OR ckd.kyc_doc_type_id = 0 OR ckd.kyc_doc_type_id = ''
THEN ckd.other_docs_name
ELSE kd.file_name
END AS ui_docs_name
", false);
// Join with kyc_docs
$builder->join('kyc_docs AS kd', 'ckd.kyc_doc_type_id = kd.id', 'left');
// Where clauses
$builder->where('ckd.client_id', $client_id);
$builder->where('ckd.is_active', 1);
// Group By
$builder->groupBy('ckd.id');
$result['ckdlist'] = $builder->get()->getResultArray();
$result['client_id'] = $client_id;
$table = view('client_kyc_single_table', $result);
@ -8338,6 +8399,32 @@ class ClientController extends AdminController
return $default_templates_inserted ? true : false;
}
// public function downloadClientKycDocs_2()
// {
// $file = WRITEPATH . 'uploads/client_kyc_documents/' . $file_name; // Example file path
// if (file_exists($file)) {
// return $this->response->download($file, null)->setFileName($file_name);
// } else {
// return "File not found.";
// }
// }
public function downloadClientKycDocs_2($file_name = null)
{
if (!$file_name) {
return "No file specified.";
}
// Use absolute path to your upload folder
$file = WRITEPATH . 'uploads/client_kyc_documents/' . $file_name;
if (file_exists($file)) {
// download() takes the path as first param and null (or data) as second
return $this->response->download($file, null);
} else {
return "File not found at: " . $file;
}
}
}

11
app/Controllers/EmployeeRestController.php
View File

@ -2844,7 +2844,7 @@ class EmployeeRestController extends AdminController
$emp_reatail_policy_data = $this->getEmpRetailPolicy($retailUserData);
$wellness_data = ['status' => 'failed','message' => 'Coming soon........!'];
return $this->respond(['status' => 'success', 'code' => 200, 'data' => [], 'emp_name' => $emp_reatail_policy_data[0]['insurerd_name'] ?? "", 'pre_policy_count' => 0, 'retail_policy_data' => $emp_reatail_policy_data, 'wellness_data' => $wellness_data], 200);
return $this->respond(['status' => 'success', 'code' => 200, 'data' => [], 'emp_name' => $emp_reatail_policy_data[0]['insurerd_name'] ?? "", 'pre_policy_count' => 0, 'emp_not_enrolled_count' => 0, 'retail_policy_data' => $emp_reatail_policy_data, 'wellness_data' => $wellness_data], 200);
}
}
@ -3828,14 +3828,19 @@ class EmployeeRestController extends AdminController
}
}
if ($pdf_exist_in_the_file && $tpa_claim_push == true) {
$count = $this->ticketMaster->where('id', $ticket_id)->where('is_active', 1)->where('tpa_claim_push_reference_no IS NULL')->countAllResults();
log_message('error', 'Ticket validation | Ticket ID: ' . $ticket_id . ' | Matching active tickets with NULL TPA reference: ' . $count);
if ($count > 0 && $pdf_exist_in_the_file && $tpa_claim_push == true) {
// this call for TPA integration
$apiServiceController = new ApiServiceController();
$apiServiceController->pushClaims($ticket_id);
log_message('error', "pushClaims function called with Ticket ID: {$ticket_id}, In Employee Rest Controller");
} else {
if($tpa_claim_push == false){
log_message('error', 'Skip the TPA claim push');
log_message('error', 'Skip the TPA claim push for IR DOCUMENTS');
} else if($count == 0){
log_message('error', 'TPA claim push skipped as the claim reference number is already generated.');
}else{
log_message('error', "Failed to call the pushClaims function in EmployeeRestController for Ticket ID: {$ticket_id}, because the .pdf file does not exist.");
}

147
app/Controllers/MasterController.php
View File

@ -38,6 +38,7 @@ use App\Models\SettingsModel;
use App\Models\VehicleModel;
use App\Models\VehicleTypeModel;
use App\Models\RTOModel;
use App\Models\PartnerPosModel;
use CodeIgniter\CLI\CLI;
@ -2320,4 +2321,148 @@ class MasterController extends AdminController
}
}
}
public function partnerPOS()
{
$posModel = new PartnerPosModel();
$method = $this->request->getMethod();
if ($this->request->getMethod() === 'post') {
$id = $this->request->getPost('pk');
$data = $this->request->getPost();
unset($data['pk']);
try {
// Certificate
$certificate = $this->uploadPOSFile('certificate_file_name', 'pos_certificate_files');
if ($certificate !== null) { $data['certificate_file_name'] = $certificate; } else { unset($data['certificate_file_name']); }
// PAN file
$panFile = $this->uploadPOSFile('pan_file_name', 'pos_certificate_files');
if ($panFile !== null) { $data['pan_file_name'] = $panFile; } else { unset($data['pan_file_name']);}
// Aadhaar file
$aadharFile = $this->uploadPOSFile('aadhar_file_name', 'pos_certificate_files');
if ($aadharFile !== null) { $data['aadhar_file_name'] = $aadharFile; } else { unset($data['aadhar_file_name']);}
} catch (\RuntimeException $e) {
return $this->respond([ 'status' => false, 'code' => 400, 'message' => $e->getMessage(), 'data' => $data ], 400);
}
foreach ($data as $k => $v) {
if ($v === '' || $v === null) {
unset($data[$k]);
}
}
// INSERT / UPDATE
if (empty($id)) {
$status = $posModel->insert($data);
} else {
$status = $posModel->update($id, $data);
}
if ($status) {
return $this->respond([ 'status' => true, 'code' => 200, 'message' => 'POS updated successfully', 'data' => $data ], 200);
}
return $this->respond([ 'status' => false, 'code' => 400, 'message' => 'Failed to update', 'data' => $data ], 400);
}
elseif ($method === 'get') {
$id = $this->request->getGet('pk') ?? null;
$db = db_connect();
$builder = $db->table('partner_staff');
$data['manager_list'] = $builder->select('partner_staff.id, partner_staff.name')
->where('partner_staff.is_active', 1)
->where('partner_staff.role_id', 1)
->get()
->getResultArray();
if (!empty($id)) {
$data['pos_list'] = $posModel
->select('partner_pos.*, partner_staff.name AS manager_name')
->join('partner_staff', 'partner_staff.id = partner_pos.manager_id', 'left')
->where('partner_pos.id', $id)
->orderBy('partner_pos.id', 'DESC')
->findAll();
if (!empty($data)) {
return $this->respond(['status' => true, 'code' => 200, 'data' => $data], 200);
} else {
return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found'], 200);
}
}
$data['pos_list'] = $posModel
->select('partner_pos.*, ps.name AS manager_name')
->join('partner_staff ps', 'ps.id = partner_pos.manager_id', 'left')
->orderBy('partner_pos.id', 'DESC')
->findAll();
return $this->loadLayout('pos_list', ['data' => $data,'tab_name' => 'POS details','page_name' => 'POS details']);
} elseif ($method === 'delete') {
// $input = $this->request->getRawInput();
$id = $this->request->getGet('pk'); // ✅ THIS
$id = $id ?? null;
if (empty($id)) {
return $this->respond([
'status' => false,
'code' => 404,
'message' => 'No ID provided for deletion'
], 200);
}
$update_status = $posModel->where('id', $id)->set(['is_active' => 0])->update();
if ($update_status) {
return $this->respond([
'status' => true,
'code' => 200,
'message' => 'Data removed successfully',
'pk' => $id
], 200);
} else {
return $this->respond([
'status' => false,
'code' => 400,
'message' => 'Failed to remove data',
'pk' => $id
], 200);
}
}
}
private function uploadPOSFile(string $fieldName, string $uploadDir)
{
$file = $this->request->getFile($fieldName);
if (!$file || !$file->isValid()) { return null; }
$allowedMime = [ 'image/jpg', 'image/jpeg', 'image/png', 'image/webp', 'application/pdf'];
if (!in_array($file->getMimeType(), $allowedMime)) { throw new \RuntimeException('Invalid file format'); }
$path = ROOTPATH . 'public/uploads/' . $uploadDir . '/';
if (!is_dir($path)) { mkdir($path, 0755, true); }
$newName = $file->getRandomName();
$file->move($path, $newName);
return $newName;
}
}

66
app/Controllers/PayoutController.php
View File

@ -51,12 +51,14 @@ class PayoutController extends BaseController
$data = $this->request->getPost();
// print_r($data); die;
$agent_id = $data['agent_id'] ?? null;
// $agent_id = $data['agent_id'] ?? null; because dropdown hided
$pos_id = $data['pos_id'] ?? null;
$status_id = $data['status_id'] ?? null;
$start_date = $data['start_date'] ?? null;
$end_date = $data['end_date'] ?? null;
$payout_data = $this->invoiceModel->invoiceList($agent_id, $status_id, $start_date, $end_date);
// $payout_data = $this->invoiceModel->invoiceList($agent_id, $status_id, $start_date, $end_date); // because dropdown hided
$payout_data = $this->invoiceModel->invoiceList($pos_id, $status_id, $start_date, $end_date);
$payout_data['payout_list_data'] = $payout_data;
$payout_data = view('payout_list', $payout_data);
@ -86,7 +88,8 @@ class PayoutController extends BaseController
// for list
$data['payout_status'] = $this->payout_status;
$data['agent_list'] = $this->invoiceModel->agentList();
// $data['agent_list'] = $this->invoiceModel->agentList(); // because dropdown hided
$data['pos_list'] = $this->invoiceModel->posList();
$data['page_name'] = "Invoices";
$payout_data['payout_list_data'] = $this->invoiceModel->invoiceList();
$data['payout_list'] = view('payout_list', $payout_data);
@ -204,8 +207,9 @@ class PayoutController extends BaseController
$title = $type === 'add' ? 'Add Payouts'
: ($type === 'edit' ? 'Edit Payouts'
: ($type === 'view' ? 'View Payouts'
: ($type === 'adjustment' ? 'Payouts Adjustment'
: 'Payouts'));
: 'Payouts')));
$data['tab_name'] = $title;
$data['page_name'] = $title;
@ -215,10 +219,12 @@ class PayoutController extends BaseController
if($type == 'add')
{
$data['agents'] = $this->invoiceModel->agentList(['is_active' => 1]); // common both add and edit
$data['pos_list'] = $this->invoiceModel->posList(['is_active' => 1]); // common both add and edit
}
else
{
$data['agents'] = $this->invoiceModel->agentList(); // common both add and edit
$data['pos_list'] = $this->invoiceModel->posList(); // common both add and edit
}
// $data['checked_policy_numbers'] = [];
// $data['invoice'] = [];
@ -236,16 +242,21 @@ class PayoutController extends BaseController
return $this->loadLayout('invoice_policy_mapping_add', $data);
}
if (($type === 'edit' || $type === 'adjustment') && !empty($id)) {
if (($type === 'edit' || $type === 'view' || $type === 'adjustment') && !empty($id)) {
$invoice = $this->invoiceModel->where('id', $id)->first();
// print_r($invoice);die;
$data['freeze_edit'] = $this->auditHistory->where('table_name', 'partner_invoice')->where('pk', $id)->countAllResults();
if($type === 'view'){ $data['freeze_edit'] = 1; }
$agentId = $invoice['agent_id'] ?? null;
// $agentId = $invoice['agent_id'] ?? null;
$posId = $invoice['pos_id'] ?? null;
$data['payouts'] = $this->invoiceModel->payoutList(2 ,$agentId,$id);
$data['extra_payouts'] = $agentId ? $this->invoiceModel->payoutList(3, $agentId) : [];
// $data['payouts'] = $this->invoiceModel->payoutList(2 ,$agentId,$id);
// $data['extra_payouts'] = $agentId ? $this->invoiceModel->payoutList(3, $agentId) : [];
$data['payouts'] = $this->invoiceModel->payoutList(2 ,$posId,$id);
// print_r($data['payouts']);die;
$data['extra_payouts'] = $posId ? $this->invoiceModel->payoutList(3, $posId) : [];
$invoice_items = $this->invoiceItemModel->where('invoice_id', $id)->findAll();
@ -518,6 +529,7 @@ class PayoutController extends BaseController
// Get invoice data from database
$invoiceData = $this->getInvoiceData($invoiceId);
// print_r($invoiceData);die;
if (empty($invoiceData)) {
return $this->respond([
@ -591,6 +603,27 @@ class PayoutController extends BaseController
}
// private function getInvoiceData($invoiceId)
// {
// $invoice_data = $this->invoiceModel
// ->select('
// partner_invoice.*,
// pa.name as agent_name,
// pa.email as agent_email,
// pa.mobile as agent_mobile,
// pa.address as agent_address,
// pa.agent_code,
// pa.certificate_file_name,
// pa.commission_retain
// ')
// ->join('partner_agent pa', 'partner_invoice.agent_id = pa.id')
// ->where('partner_invoice.is_active', 1)
// ->where('partner_invoice.id', $invoiceId)
// ->first();
// return $invoice_data;
// }
private function getInvoiceData($invoiceId)
{
$invoice_data = $this->invoiceModel
@ -604,9 +637,20 @@ class PayoutController extends BaseController
pa.address as agent_address,
pa.agent_code,
pa.certificate_file_name,
pa.commission_retain
pa.commission_retain,
pos.name as pos_name,
pos.email as pos_email,
pos.mobile as pos_mobile,
pos.address as pos_address,
pos.city as pos_city,
pos.pincode as pos_pincode,
pos.state as pos_state,
pos.pos_code,
pos.certificate_file_name as pos_certificate_file_name,
pos.bank_name,pos.account_holder_name,pos.account_number,pos.ifsc_code,
')
->join('partner_agent pa', 'partner_invoice.agent_id = pa.id')
->join('partner_agent pa', 'partner_invoice.agent_id = pa.id','left')
->join('partner_pos pos', 'partner_invoice.pos_id = pos.id')
->where('partner_invoice.is_active', 1)
->where('partner_invoice.id', $invoiceId)
->first();

106
app/Controllers/PolicyTransactionController.php
View File

@ -669,14 +669,43 @@
->where('is_active', 1)
->findAll();
// // Fetch Sales Team
// $data['salse_team'] = $this->userModel
// ->select('user_profiles.*,nhance_branch.id as nhance_branch_id, nhance_branch.branch_name as nhance_branch_name')
// ->join('user_teams', 'user_profiles.id = user_teams.user_id')
// ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
// ->where('user_teams.team_id', 5)
// ->where('user_teams.is_active', 1)
// ->where('user_profiles.is_active', 1)
// ->findAll();
// // Fetch Partner Agent
// $data['partner_agent'] = db_connect()->table('partner_agent')
// ->where('is_active', 1)
// ->get()
// ->getResultArray();
// // Fetch ACM
// $data['ACM'] = $this->userModel
// ->where('role', 3) // Assuming `role` is in `user_profiles`
// ->where('is_active', 1)
// ->findAll();
// Fetch Sales Team
$data['salse_team'] = $this->userModel
->select('user_profiles.*,nhance_branch.id as nhance_branch_id, nhance_branch.branch_name as nhance_branch_name')
->select('
user_profiles.*,
nhance_branch.id as nhance_branch_id,
nhance_branch.branch_name as nhance_branch_name,
rm.first_name AS rm_name
')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
->where('user_teams.team_id', 5)
->where('user_teams.is_active', 1)
->where('user_profiles.is_active', 1)
->groupBy('user_profiles.id', 'asc')
->findAll();
// Fetch Partner Agent
@ -687,12 +716,20 @@
// Fetch ACM
$data['ACM'] = $this->userModel
->where('role', 3) // Assuming `role` is in `user_profiles`
->where('is_active', 1)
->findAll();
// echo '<pre>';
->select('
user_profiles.*,
nhance_branch.id AS nhance_branch_id,
nhance_branch.branch_name AS nhance_branch_name,
rm.first_name AS rm_name
')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id', 'left')
->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
->where('user_profiles.role', 3)
->where('user_profiles.is_active', 1)
->groupBy('user_profiles.id', 'asc')
->findAll();
// print_r($data['ppTeamsData']); die;
// dd($data);
@ -897,6 +934,12 @@
{
$data = $this->request->getPost();
$file_data = $this->request->getFiles() ?? null;
$data['file_data'] = $file_data ?? null;
$vehicle_file_data = $this->request->getFiles() ?? null;
$data['vehicle_file_data'] = $vehicle_file_data ?? null;
// print_r($data); die;
if (empty($data['policy_issue_date'])) {
@ -1006,6 +1049,28 @@
}
}
// policy file upload
if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
$this->uploadFile($data['doc_name'], $data['file_data'], $insert);
}
// policy file upload
if(
isset($data['other_docs_name']) && isset($data['vehicle_file_data']) && isset($data['client_id']) && isset($data['vehicle_id']) &&
!empty($data['other_docs_name']) && !empty($data['vehicle_file_data']) && !empty($data['client_id']) && !empty($data['vehicle_id'])
)
{
$vdd = [
'other_docs_name' => $data['other_docs_name'],
'file_data' => $data['vehicle_file_data'],
'client_id' => $data['client_id'],
'vehicle_id' => $data['vehicle_id'],
];
$clientController = new ClientController();
$clientController->uploadVehicleFile($vdd);
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
$data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
@ -2834,20 +2899,23 @@
//------------------------------------------------------------------------------------------------
//file upload function
public function uploadFile()
public function uploadFile($docs_name = null, $files = null, $pt_id = null)
{
$GoogleDriveController = new GoogleDriveController();
$files = $this->request->getFiles();
$doc_name = $this->request->getPost('doc_name[]');
$pt_id = $this->request->getPost('pt_id');
$client_policy_id = $this->request->getPost('client_policy_id');
$data = $this->request->getPost();
if(empty($docs_name) && empty($files) && empty($pt_id) && $this->request){
$files = $this->request->getFiles();
$docs_name = $this->request->getPost('doc_name');
$pt_id = $this->request->getPost('pt_id');
$client_policy_id = $this->request->getPost('client_policy_id');
}
$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
$uploadData = [];
foreach ($data['doc_name'] as $key => $docName) {
foreach ($docs_name as $key => $docName) {
// Get the corresponding file for this document name
$file = $files['file'][$key];
@ -2855,7 +2923,7 @@
if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
// Upload the file
$uploadedFileName = file_Upload($file, $uploadFilePath);
$uploadedFileName = file_Upload_for_lead($file, $uploadFilePath);
if ($uploadedFileName) {
// Prepare data for each document upload
@ -2880,6 +2948,10 @@
}
}
if(!empty($docs_name) && !empty($files) && !empty($pt_id) && !$this->request){
return true;
}
// print_r($uploadData); die;
// $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
@ -4961,7 +5033,7 @@
$policy_transaction_data = [
'issuer' => 2,
'issuer_branch' => $current_nhance_branch['id'] ?? null,
'issuer_branch' => $salse['nhance_branch_id'] ?? null,
'client_id' => $client_id,
'policy_type_id' => 8,
'insurer_id' => $current_insurer_branch_data['insurer_id'] ?? null,
@ -4981,10 +5053,12 @@
'month' => change_date_format($policy_issue_date, 'd/M/Y', 'Y-m-d'),
'sales_generated_by' => $salse['id'] ?? null,
'serviced_by' => $service['id'] ?? null,
'salse_person_manager_id' => $salse['rm_id'] ?? null,
'service_person_manager_id' => $service['rm_id'] ?? null,
'service_person_branch_id' => $service['nhance_branch_id'] ?? null,
'agent_id' => $current_agent_data['id'] ?? null,
'agent_code' => $current_agent_data['agent_code'] ?? null,
'file_id' => $params['file_id'],
'endorsement_no' => null,
'client_branch_id' => null,
'client_policy_id' => null,

695
app/Controllers/SalesController.php Normal file
View File

@ -0,0 +1,695 @@
<?php
namespace App\Controllers\Api;
use App\Controllers\BaseController;
use App\Models\SalesActualLeadModel;
use App\Models\SalesContactPersonModel;
use App\Models\SalesActivityModel;
use App\Models\SalesLeadNoteModel;
use CodeIgniter\HTTP\ResponseInterface;
use CodeIgniter\API\ResponseTrait;
class SalesController extends BaseController
{
use ResponseTrait;
protected $leadModel;
protected $contactModel;
protected $activityModel;
protected $noteModel;
public function __construct()
{
$this->leadModel = new SalesActualLeadModel();
$this->contactModel = new SalesContactPersonModel();
$this->activityModel = new SalesActivityModel();
$this->noteModel = new SalesLeadNoteModel();
}
// ==================== LEAD APIs ====================
/**
* Get all leads with pagination and filters
* GET /api/sales/leads
*/
public function getLeads()
{
try {
$limit = $this->request->getGet('limit') ?? 10;
$offset = $this->request->getGet('offset') ?? 0;
$filters = [
'status' => $this->request->getGet('status'),
'assigned_to' => $this->request->getGet('assigned_to'),
'search' => $this->request->getGet('search'),
];
$result = $this->leadModel->getLeadsWithFilters($filters, $limit, $offset);
return $this->respond([
'status' => 'success',
'data' => $result['data'],
'total' => $result['total'],
'limit' => $limit,
'offset' => $offset
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get single lead with complete details
* GET /api/sales/leads/{id}
*/
public function getLead($id)
{
try {
$lead = $this->leadModel->getLeadComplete($id);
if (!$lead) {
return $this->failNotFound('Lead not found');
}
return $this->respond([
'status' => 'success',
'data' => $lead
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Create new lead
* POST /api/sales/leads
*/
public function createLead()
{
try {
$data = $this->request->getJSON(true);
// Set created_by and updated_by from authenticated user
$data['created_by'] = $this->getUserId();
$data['updated_by'] = $this->getUserId();
if (!$this->leadModel->insert($data)) {
return $this->fail($this->leadModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$leadId = $this->leadModel->getInsertID();
// Insert contact persons if provided
if (!empty($data['contact_persons'])) {
foreach ($data['contact_persons'] as $contact) {
$contact['lead_id'] = $leadId;
$contact['created_by'] = $this->getUserId();
$this->contactModel->insert($contact);
}
}
$lead = $this->leadModel->getLeadComplete($leadId);
return $this->respondCreated([
'status' => 'success',
'message' => 'Lead created successfully',
'data' => $lead
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Update lead
* PUT /api/sales/leads/{id}
*/
public function updateLead($id)
{
try {
if (!$this->leadModel->find($id)) {
return $this->failNotFound('Lead not found');
}
$data = $this->request->getJSON(true);
$data['updated_by'] = $this->getUserId();
if (!$this->leadModel->update($id, $data)) {
return $this->fail($this->leadModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$lead = $this->leadModel->getLeadComplete($id);
return $this->respond([
'status' => 'success',
'message' => 'Lead updated successfully',
'data' => $lead
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Delete lead
* DELETE /api/sales/leads/{id}
*/
public function deleteLead($id)
{
try {
if (!$this->leadModel->find($id)) {
return $this->failNotFound('Lead not found');
}
$this->leadModel->delete($id);
return $this->respondDeleted([
'status' => 'success',
'message' => 'Lead deleted successfully'
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get lead statistics
* GET /api/sales/leads/stats
*/
public function getLeadStats()
{
try {
$userId = $this->request->getGet('user_id');
$stats = $this->leadModel->getLeadStats($userId);
return $this->respond([
'status' => 'success',
'data' => $stats
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
// ==================== CONTACT PERSON APIs ====================
/**
* Get contacts for a lead
* GET /api/sales/leads/{leadId}/contacts
*/
public function getContacts($leadId)
{
try {
$contacts = $this->contactModel->getContactsByLead($leadId);
return $this->respond([
'status' => 'success',
'data' => $contacts
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Create contact person
* POST /api/sales/contacts
*/
public function createContact()
{
try {
$data = $this->request->getJSON(true);
$data['created_by'] = $this->getUserId();
$data['updated_by'] = $this->getUserId();
if (!$this->contactModel->insert($data)) {
return $this->fail($this->contactModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$contactId = $this->contactModel->getInsertID();
$contact = $this->contactModel->find($contactId);
return $this->respondCreated([
'status' => 'success',
'message' => 'Contact created successfully',
'data' => $contact
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Update contact person
* PUT /api/sales/contacts/{id}
*/
public function updateContact($id)
{
try {
if (!$this->contactModel->find($id)) {
return $this->failNotFound('Contact not found');
}
$data = $this->request->getJSON(true);
$data['updated_by'] = $this->getUserId();
if (!$this->contactModel->update($id, $data)) {
return $this->fail($this->contactModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$contact = $this->contactModel->find($id);
return $this->respond([
'status' => 'success',
'message' => 'Contact updated successfully',
'data' => $contact
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Delete contact person
* DELETE /api/sales/contacts/{id}
*/
public function deleteContact($id)
{
try {
if (!$this->contactModel->find($id)) {
return $this->failNotFound('Contact not found');
}
$this->contactModel->delete($id);
return $this->respondDeleted([
'status' => 'success',
'message' => 'Contact deleted successfully'
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Set primary contact
* PUT /api/sales/contacts/{id}/set-primary
*/
public function setPrimaryContact($id)
{
try {
$contact = $this->contactModel->find($id);
if (!$contact) {
return $this->failNotFound('Contact not found');
}
$this->contactModel->setPrimaryContact($id, $contact['lead_id']);
return $this->respond([
'status' => 'success',
'message' => 'Primary contact updated successfully'
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
// ==================== ACTIVITY APIs ====================
/**
* Get all activities with filters
* GET /api/sales/activities
*/
public function getActivities()
{
try {
$limit = $this->request->getGet('limit') ?? 10;
$offset = $this->request->getGet('offset') ?? 0;
$filters = [
'status' => $this->request->getGet('status'),
'activity_type' => $this->request->getGet('activity_type'),
'assigned_to' => $this->request->getGet('assigned_to'),
'date_from' => $this->request->getGet('date_from'),
'date_to' => $this->request->getGet('date_to'),
];
$result = $this->activityModel->getActivitiesWithFilters($filters, $limit, $offset);
return $this->respond([
'status' => 'success',
'data' => $result['data'],
'total' => $result['total'],
'limit' => $limit,
'offset' => $offset
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get activities for a specific lead
* GET /api/sales/leads/{leadId}/activities
*/
public function getLeadActivities($leadId)
{
try {
$status = $this->request->getGet('status');
$activities = $this->activityModel->getActivitiesByLead($leadId, $status);
return $this->respond([
'status' => 'success',
'data' => $activities
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get activity timeline for a lead
* GET /api/sales/leads/{leadId}/timeline
*/
public function getActivityTimeline($leadId)
{
try {
$timeline = $this->activityModel->getActivityTimeline($leadId);
return $this->respond([
'status' => 'success',
'data' => $timeline
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get upcoming activities for user
* GET /api/sales/activities/upcoming
*/
public function getUpcomingActivities()
{
try {
$userId = $this->getUserId();
$days = $this->request->getGet('days') ?? 7;
$limit = $this->request->getGet('limit') ?? 10;
$activities = $this->activityModel->getUpcomingActivities($userId, $days, $limit);
return $this->respond([
'status' => 'success',
'data' => $activities
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Create activity
* POST /api/sales/activities
*/
public function createActivity()
{
try {
$data = $this->request->getJSON(true);
$data['created_by'] = $this->getUserId();
$data['updated_by'] = $this->getUserId();
if (!$this->activityModel->insert($data)) {
return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$activityId = $this->activityModel->getInsertID();
$activity = $this->activityModel->find($activityId);
return $this->respondCreated([
'status' => 'success',
'message' => 'Activity created successfully',
'data' => $activity
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Update activity
* PUT /api/sales/activities/{id}
*/
public function updateActivity($id)
{
try {
if (!$this->activityModel->find($id)) {
return $this->failNotFound('Activity not found');
}
$data = $this->request->getJSON(true);
$data['updated_by'] = $this->getUserId();
if (!$this->activityModel->update($id, $data)) {
return $this->fail($this->activityModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$activity = $this->activityModel->find($id);
return $this->respond([
'status' => 'success',
'message' => 'Activity updated successfully',
'data' => $activity
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Complete activity
* POST /api/sales/activities/{id}/complete
*/
public function completeActivity($id)
{
try {
$activity = $this->activityModel->find($id);
if (!$activity) {
return $this->failNotFound('Activity not found');
}
if ($activity['status'] === 'completed') {
return $this->fail('Activity is already completed', ResponseInterface::HTTP_BAD_REQUEST);
}
$data = $this->request->getJSON(true);
$data['updated_by'] = $this->getUserId();
$this->activityModel->completeActivity($id, $data);
// Create follow-up activity if requested
if (!empty($data['create_followup']) && $data['create_followup'] === true) {
$followupData = [
'lead_id' => $activity['lead_id'],
'activity_type' => $data['followup_type'] ?? 'Call',
'notes' => $data['followup_notes'] ?? '',
'scheduled_date' => $data['followup_date'] ?? null,
'assigned_to' => $activity['assigned_to'],
'parent_activity_id' => $id,
'created_by' => $this->getUserId(),
'updated_by' => $this->getUserId(),
];
$this->activityModel->insert($followupData);
}
$updatedActivity = $this->activityModel->find($id);
return $this->respond([
'status' => 'success',
'message' => 'Activity completed successfully',
'data' => $updatedActivity
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Delete activity
* DELETE /api/sales/activities/{id}
*/
public function deleteActivity($id)
{
try {
if (!$this->activityModel->find($id)) {
return $this->failNotFound('Activity not found');
}
$this->activityModel->delete($id);
return $this->respondDeleted([
'status' => 'success',
'message' => 'Activity deleted successfully'
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Get pending activities count
* GET /api/sales/activities/pending-count
*/
public function getPendingCount()
{
try {
$userId = $this->getUserId();
$count = $this->activityModel->getPendingActivitiesCount($userId);
return $this->respond([
'status' => 'success',
'data' => ['count' => $count]
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
// ==================== LEAD NOTES APIs ====================
/**
* Get notes for a lead
* GET /api/sales/leads/{leadId}/notes
*/
public function getLeadNotes($leadId)
{
try {
$notes = $this->noteModel->getNotesByLead($leadId);
return $this->respond([
'status' => 'success',
'data' => $notes
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Create note
* POST /api/sales/notes
*/
public function createNote()
{
try {
$data = $this->request->getJSON(true);
$data['user_id'] = $this->getUserId();
$data['created_by'] = $this->getUserId();
$data['updated_by'] = $this->getUserId();
if (!$this->noteModel->insert($data)) {
return $this->fail($this->noteModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$noteId = $this->noteModel->getInsertID();
$note = $this->noteModel->find($noteId);
return $this->respondCreated([
'status' => 'success',
'message' => 'Note created successfully',
'data' => $note
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Update note
* PUT /api/sales/notes/{id}
*/
public function updateNote($id)
{
try {
$note = $this->noteModel->find($id);
if (!$note) {
return $this->failNotFound('Note not found');
}
// Check if user owns the note
if ($note['user_id'] != $this->getUserId()) {
return $this->failUnauthorized('You are not authorized to update this note');
}
$data = $this->request->getJSON(true);
$data['updated_by'] = $this->getUserId();
if (!$this->noteModel->update($id, $data)) {
return $this->fail($this->noteModel->errors(), ResponseInterface::HTTP_BAD_REQUEST);
}
$updatedNote = $this->noteModel->find($id);
return $this->respond([
'status' => 'success',
'message' => 'Note updated successfully',
'data' => $updatedNote
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
/**
* Delete note
* DELETE /api/sales/notes/{id}
*/
public function deleteNote($id)
{
try {
$note = $this->noteModel->find($id);
if (!$note) {
return $this->failNotFound('Note not found');
}
// Check if user owns the note
if ($note['user_id'] != $this->getUserId()) {
return $this->failUnauthorized('You are not authorized to delete this note');
}
$this->noteModel->delete($id);
return $this->respondDeleted([
'status' => 'success',
'message' => 'Note deleted successfully'
]);
} catch (\Exception $e) {
return $this->fail($e->getMessage(), ResponseInterface::HTTP_INTERNAL_SERVER_ERROR);
}
}
// ==================== HELPER METHODS ====================
/**
* Get current user ID from session or JWT token
* You'll need to implement this based on your authentication system
*/
private function getUserId()
{
// If using session
if (session()->has('user_id')) {
return session()->get('user_id');
}
// If using JWT, decode token and get user_id
// Example: return $this->decodeJWT()['user_id'];
// For development/testing, you can return a default value
return 1;
}
}

79
app/Controllers/UserController.php
View File

@ -585,44 +585,79 @@ class UserController extends AdminController
try{
// Listing
if ($method === 'get') {
$types = $this->partnerStaffModel->findAll();
if (empty($types)) {
return $this->response->setJSON(['status' => 'error','message' => 'No Staff found'])->setStatusCode(404);
$manager = $this->partnerStaffModel->where('role_id',1)->findAll();
if (empty($manager)) {
return $this->response->setJSON(['status' => 'error','message' => 'No Manager found'])->setStatusCode(404);
}
return $this->response->setJSON(['status' => 'success','data' => $types])->setStatusCode(200);
return $this->response->setJSON(['status' => 'success','data' => $manager])->setStatusCode(200);
}
// add/update
if ($method === 'post') {
$data = $this->request->getPost();
if (!empty($data['id'])) {
$text = "update";
$data['updated_by'] = get_session_userid();
$result = $this->partnerStaffModel->update($data['id'], $data);
$updateID = $data['id'];
} else {
$text = "create";
$data['role_id'] = 1;
$data['created_by'] = get_session_userid();
$insertID = $this->partnerStaffModel->insert($data);
if($insertID){
$details['manager_id'] = $insertID;
$details['updated_by'] = get_session_userid();
$this->partnerStaffModel->update($insertID, $details);
$id = !empty($data['PrimaryKey']) ? $data['PrimaryKey'] : null;
// don't forgot same means just unset the key because partner_staff some UNIQUE KEY sets in table thats why
if ($id) {
$existing = $this->partnerStaffModel->find($id);
if ($existing) {
if ($data['email'] === $existing['email']) { unset($data['email']); }
if ($data['mobile'] === $existing['mobile']) { unset($data['mobile']); }
}
$result = true;
}
$id = isset($insertID) && !empty($insertID) ? $insertID : ($updateID ?? null);
$errors = [];
// Check Email Duplicate (if it wasn't unset)
if (isset($data['email'])) {
$count = $this->partnerStaffModel->where('email', $data['email'])->countAllResults();
if ($count > 0) $errors['email'] = "This email is already taken by another user.";
}
// Check Mobile Duplicate (if it wasn't unset)
if (isset($data['mobile'])) {
$count = $this->partnerStaffModel->where('mobile', $data['mobile'])->countAllResults();
if ($count > 0) $errors['mobile'] = "This mobile is already taken by another user.";
}
// If there are duplicates, stop and return error
if (!empty($errors)) {
return $this->response->setJSON([
'status' => 'error',
'message' => 'Duplicate detected',
'errors' => $errors
])->setStatusCode(400);
}
// --- Save/Update ---
if ($id) {
$text = "update";
$data['updated_by'] = get_session_userid();
$result = $this->partnerStaffModel->update($updateID, $data);
} else {
$text = "create";
$data['role_id'] = 1;
$data['created_by'] = get_session_userid();
$id = $this->partnerStaffModel->insert($data);
if($id){
$details['manager_id'] = $id;
$details['updated_by'] = get_session_userid();
$this->partnerStaffModel->update($id, $details);
}
$result = true;
}
return $this->response->setJSON([
'status' => $id ? 'success' : 'error',
'message' => $id ? "Staff {$text}d successfully" : "Unable to {$text} staff. Please try again.",
'id' => $id
])->setStatusCode($id ? 200 : 400);
}
}
// delete
if ($method === 'put') {
$data = $this->request->getRawInput();

16
app/Helpers/excel_util_helper.php
View File

@ -3041,6 +3041,11 @@ if (!function_exists('validate_indian_vehicle_number')) {
function validate_indian_vehicle_number($number)
{
$number = strtoupper(trim($number));
$new_vehicle = strtolower(trim($number));
if($new_vehicle == "new"){
return ['status' => true, 'error' => null];
}
// Normal Format:
// 2 letters (state) + 2 digits (district) + 1 or 2 letters (series) + 4 digits
@ -3120,9 +3125,18 @@ if (!function_exists('check_agent_exist')) {
if (!function_exists('check_rto_data')) {
function check_rto_data($row, $rto_master)
{
{
// Vehicle number from uploaded row
$vehicle_no = strtoupper(trim($row[2])); // Example: TN10AB1234
$new_vehicle = strtolower(trim($row[2]));
if($new_vehicle == "new"){
return [
'status' => true,
'error' => null,
'rto_data' => []
];
}
// Must be at least 4 characters to extract RTO
if (strlen($vehicle_no) < 4) {

55
app/Models/FAQModel.php Normal file
View File

@ -0,0 +1,55 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class FAQModel extends Model
{
protected $table = 'faq';
protected $primaryKey = 'id';
protected $allowedFields = [
'id',
'category',
'question',
'answer',
'created_on',
'created_by',
'updated_on',
'updated_by',
'is_active',
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected function checkAndADDCreatedByValue(array $data)
{
if (empty($data['data']['created_by'])) {
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
if (empty($data['data']['updated_by'])) {
$data['data']['updated_by'] = get_session_userid();
}
$data['data']['updated_on'] = date('Y-m-d H:i:s');
return $data;
}
}

19
app/Models/FEContentModel.php
View File

@ -19,6 +19,25 @@ class FEContentModel extends Model
"is_active",
];
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected function checkAndADDCreatedByValue(array $data)
{
if (empty($data['data']['created_by'])) {
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
if (empty($data['data']['updated_by'])) {
$data['data']['updated_by'] = get_session_userid();
}
return $data;
}
}

59
app/Models/InvoiceModel.php
View File

@ -75,8 +75,8 @@ class InvoiceModel extends Model
return $data;
}
public function invoiceList($agent_id = null, $status_id = null, $start_date = null, $end_date = null)
// public function invoiceList($agent_id = null, $status_id = null, $start_date = null, $end_date = null) because dropdown hided
public function invoiceList($pos_id = null, $status_id = null, $start_date = null, $end_date = null)
{
$data = $this->select("
partner_invoice.*,
@ -105,14 +105,21 @@ class InvoiceModel extends Model
WHEN payout_status = 2 THEN 'Completed'
END AS status_text,
partner_agent.name as agent_name
partner_agent.name as agent_name,
partner_pos.name as pos_name
")
->join('partner_agent', 'partner_invoice.agent_id = partner_agent.id')
->join('partner_agent', 'partner_invoice.agent_id = partner_agent.id','left')
->join('partner_pos', 'partner_invoice.pos_id = partner_pos.id')
->where('partner_invoice.is_active', 1)
->where('partner_invoice.broker_id', 1);
if(!empty($agent_id)){
$data->where('partner_invoice.agent_id', $agent_id);
// if(!empty($agent_id)){
// $data->where('partner_invoice.agent_id', $agent_id);
// } // because dropdown hided
if(!empty($pos_id)){
$data->where('partner_invoice.pos_id', $pos_id);
}
if(!empty($status_id)){
@ -128,7 +135,8 @@ class InvoiceModel extends Model
->where('partner_invoice.invoice_date <=', $endDate);
}
if(!empty($agent_id) && !empty($status_id) && !empty($start_date) && !empty($end_date)){
// if(!empty($agent_id) && !empty($status_id) && !empty($start_date) && !empty($end_date)){
if(!empty($pos_id) && !empty($status_id) && !empty($start_date) && !empty($end_date)){
$fromDate = date('Y-m-d', strtotime('-60 days'));
$toDate = date('Y-m-d 23:59:59');
@ -153,6 +161,21 @@ class InvoiceModel extends Model
return $this->db->table('partner_agent')->get()->getResultArray();
}
public function posList(array $params = [])
{
$builder = $this->db->table('partner_pos')
->select('partner_pos.*, partner_staff.name AS manager_name')
->join('partner_staff', 'partner_staff.id = partner_pos.manager_id', 'left')
->orderBy('partner_pos.id', 'DESC');
if (isset($params['is_active'])) {
$builder->where('partner_pos.is_active', $params['is_active']);
}
return $builder->get()->getResultArray();
}
public function utrSummary($invoice_id)
{
$data = $this->select("
@ -194,7 +217,7 @@ class InvoiceModel extends Model
}
public function payoutList($flag, $agentId = null, $invoiceId = null)
public function payoutList($flag, $posId = null, $invoiceId = null)
{
$builder = $this->db->table('policy_transaction pt')
->select('
@ -210,13 +233,15 @@ class InvoiceModel extends Model
pii.commission_amount as paid_amount,
pi.payout_status,
pp.id as partner_policy_id,
pp.policy_transaction_id
pp.policy_transaction_id,
pt.pos_id as posId
')
->join('partner_invoice_items pii','pii.policy_no = pt.policy_no','left')
->join('partner_invoice pi','pi.id = pii.invoice_id','left')
->join('partner_policy pp','pt.policy_no = pp.policy_number AND pt.agent_id = pp.agent_id AND pt.id = pp.policy_transaction_id')
->where('pt.is_active',1)
->where('pt.agent_id IS NOT NULL');
->where('pt.pos_id IS NOT NULL');
// ->where('pt.agent_id IS NOT NULL');
if ($flag == 1) { // Add mode
// EXCLUDE all policies that exist in partner_invoice_items
@ -230,16 +255,22 @@ class InvoiceModel extends Model
if ($invoiceId) {
$builder->where('pi.id', $invoiceId); // only policies of this invoice
}
if ($agentId) {
$builder->where('pt.agent_id', $agentId);
// if ($agentId) {
// $builder->where('pt.agent_id', $agentId);
// }
if ($posId) {
$builder->where('pt.pos_id', $posId);
}
}
if ($flag == 3) { // Extra policies
// Policies not assigned to any invoice
$builder->where('pii.id IS NULL', null, false);
if ($agentId) {
$builder->where('pt.agent_id', $agentId);
// if ($agentId) {
// $builder->where('pt.agent_id', $agentId);
// }
if ($posId) {
$builder->where('pt.pos_id', $posId);
}
}

135
app/Models/PartnerPosModel.php Normal file
View File

@ -0,0 +1,135 @@
<?php namespace App\Models;
use CodeIgniter\Model;
class PartnerPosModel extends Model
{
// 1. Core Configuration
/**
* @var string The database table that this model primarily works with.
*/
protected $table = 'partner_pos';
/**
* @var string The name of the primary key field.
*/
protected $primaryKey = 'id';
/**
* @var string The type of value the primary key is.
*/
protected $returnType = 'array'; // Can be 'array' or 'object' (e.g., \App\Entities\PartnerPos)
/**
* @var bool Whether to use timestamps. We will handle them manually with $useTimestamps.
*/
protected $useAutoIncrement = true;
// 2. Timestamps and Dates
/**
* @var bool Whether to use the automatic timestamps. Set to true if you use CI4's
* default `created_at` and `updated_at` column names. Since you use custom names,
* we set this to false and handle the fields manually in $allowedFields.
*/
protected $useTimestamps = true;
/**
* @var string The field name for the creation timestamp.
* We use `created_on` to match your table.
*/
protected $createdField = 'created_on';
/**
* @var string The field name for the update timestamp.
* We use `updated_on` to match your table.
*/
protected $updatedField = 'updated_on';
// Note: The `created_by` and `updated_by` fields need to be handled
// in the controller/service layer before calling insert/update.
// 3. Allowed Fields
/**
* @var array The fields that can be set during an insert or update operation.
*/
protected $allowedFields = [
'name',
'email',
'mobile',
'pos_code',
'certificate_file_name',
'gst','pan',
'pan_file_name',
'aadhar',
'aadhar_file_name',
'is_active',
'updated_on',
'created_by',
'updated_by',
'manager_id',
'bank_name',
'account_holder_name',
'account_number',
'ifsc_code',
'address',
'state',
'city',
'pincode',
// 'created_on' and 'updated_on' are handled by the Model,
// but need to be in $allowedFields if $useTimestamps is false.
// Since $useTimestamps is true and we customized the field names, CI4 handles them.
];
// 4. Validation (Optional, but highly recommended in CI4)
// protected $validationRules = [
// 'name' => 'required|min_length[3]',
// 'email' => 'permit_empty|valid_email|is_unique[partner_pos.email,id,{id}]',
// 'mobile' => 'permit_empty|numeric|max_length[20]|is_unique[partner_pos.mobile,id,{id}]',
// 'manager_id' => 'required|integer',
// ];
// protected $validationMessages = [
// 'email' => [
// 'is_unique' => 'Sorry, that email address is already registered.',
// ],
// ];
/**
* @var bool Whether to skip validation during inserts and updates.
*/
protected $skipValidation = false;
/**
* @var bool Whether to clean data for SQL Injection.
*/
protected $cleanValidationRules = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected function checkAndADDCreatedByValue(array $data)
{
if (empty($data['data']['created_by'])) {
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
if (empty($data['data']['updated_by'])) {
$data['data']['updated_by'] = get_session_userid();
}
$data['data']['updated_on'] = date('Y-m-d H:i:s');
return $data;
}
}

2
app/Models/PartnerStaffModel.php
View File

@ -16,7 +16,7 @@ class PartnerStaffModel extends Model
protected $useSoftDeletes = false;
// allowed fields for insert/update
protected $allowedFields = ['name','email','mobile','emp_id','role_id','email_otp','is_active','created_by','updated_by','manager_id'];
protected $allowedFields = ['name','email','mobile','emp_id','role_id','email_otp','is_active','created_by','updated_by','manager_id','retention_rate','nhance_branch_id'];
// automatic timestamps
protected $useTimestamps = true;

482
app/Models/PolicyTransactionModel.php
View File

@ -2572,6 +2572,7 @@
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
@ -2596,7 +2597,6 @@
ROUND(pcsd.cotp_amt + pcsd.cotep_amt, 2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
pcsd.agreed_bp_per,
ROUND(pcsd.exp_amt, 2) AS total_irda_amt,
0.00 AS reward,
@ -2607,7 +2607,55 @@
WHEN pcsd.co_share_type > 1 THEN
IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
0 AS actual_bp_amt,
ROUND(0, 2) AS actual_tp_amt,
0 AS actual_bp_per,
ROUND(0, 2) AS actual_tp_per,
0 AS actual_tep_brokerage_amt,
ROUND(0, 2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
@ -2626,6 +2674,11 @@
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
$default_date_filter
@ -2675,20 +2728,13 @@
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.branch_code AS insurer_branch_code,
CASE
WHEN
IFNULL(cssd.actual_tep_brokerage_amt,0) = 0 AND
IFNULL(cssd.actual_tp_brokerage_amt,0) = 0 AND
IFNULL(cssd.actual_bp_brokerage_amt,0) = 0 AND
IFNULL(cssd.reward,0) != 0
THEN 'Rewards'
ELSE created_user.first_name
END AS user_name,
created_user.first_name as user_name,
v.vehicle_no,
tpa.name AS tpa_name,
@ -2708,29 +2754,19 @@
ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
pcsd.agreed_bp_per,
CASE
WHEN insq.month = pt.month THEN pcsd.exp_amt
ELSE 0
END AS total_irda_amt_2,
COALESCE((
SELECT SUM(cs.reward)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS reward,
0 AS reward,
COALESCE((
SELECT SUM(
COALESCE(cs.actual_bp_brokerage_amt,0) +
COALESCE(cs.actual_tp_brokerage_amt,0) +
COALESCE(cs.actual_tep_brokerage_amt,0) +
COALESCE(cs.reward,0)
COALESCE(cs.actual_tep_brokerage_amt,0)
)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
@ -2747,7 +2783,55 @@
WHEN pcsd.co_share_type > 1
THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
cssd.actual_bp_amt,
ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,
cssd.actual_bp_per,
ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,
cssd.actual_tep_brokerage_amt,
ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
@ -2768,6 +2852,12 @@
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
@ -2777,11 +2867,184 @@
GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id, insq.month
UNION ALL
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
pt.data_received_date,
pt.renewal_date,
pt.installment,
nhance_branch.branch_name as nhance_branch,
DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
insq.month as statement_month,
'statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN IFNULL(cssd.reward,0) <> 0 THEN 'Rewards'
ELSE 'Rewards'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.branch_code AS insurer_branch_code,
created_user.first_name as user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
0 AS total_irda_amt_2,
COALESCE((
SELECT SUM(cs.reward)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id
AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS reward,
0 AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1
THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
cssd.actual_bp_amt,
ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,
cssd.actual_bp_per,
ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,
cssd.actual_tep_brokerage_amt,
ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
AND insq.is_active = 1
$default_date_filter
$conditions
) AS final_result
$statement_month_condition
-- GROUP BY statement_month, insurer_name, policy_no
-- WHERE id = 6063
-- WHERE id = 6143
ORDER BY
id DESC,
@ -2796,62 +3059,159 @@
// dd($result);
// dd($this->db->getLastQuery());
$keys = [];
$filtered = [];
foreach ($result as $row) {
foreach ($result as $key => &$row) {
$endorsement_number = "-";
if(!empty($row['endorsement_no'])){
$endorsement_number = $row['endorsement_no'];
// If both rewards and billed amount are zero, remove the row
if (
($row['reward'] ?? 0) == 0.00 &&
($row['billed_amt'] ?? 0) == 0.00
) {
unset($result[$key]); // ✅ correct way
}
$key = $row['statement_month'].'|'.$row['insurer_name'].'|'.$row['policy_no'] . '|' . $endorsement_number;
// If rewards exist, zero the IRDA amount
// if (($row['reward'] ?? 0) != 0.00) {
// $row['total_irda_amt'] = '0.00';
// $row['billed_amt'] = $row['reward'];
// }
// If uploaded record exists, always keep it and override previous
if ($row['statement_uploaded'] === 'statement uploaded') {
$filtered[$key] = $row; // overwrite no-statement row if it exists
$keys[$key] = true;
$reward = (float) ($row['reward'] ?? 0);
}
// Keep "no statement uploaded" only if uploaded one not added yet
elseif (!isset($keys[$key])) {
$filtered[$key] = $row;
if ($reward > 0) {
$row['total_irda_amt'] = '0.00';
$row['billed_amt'] = $reward;
}
}
unset($row);
// $result = array_values($result);
usort($result, function ($a, $b) {
// First: group by policy_issue_date
if ($a['policy_issue_month'] === $b['policy_issue_month']) {
// Priority order for action_type
$priority = [
'Policy' => 1,
'Endorsement' => 2,
'Rewards' => 3
];
$aPriority = $priority[$a['action_type']] ?? 99;
$bPriority = $priority[$b['action_type']] ?? 99;
return $aPriority <=> $bPriority;
}
// Otherwise sort by policy_issue_date
return strtotime($a['policy_issue_month']) <=> strtotime($b['policy_issue_month']);
});
// dd($result);
// --------------------------------------------------------------------------------------------------------
// $keys = [];
// $filtered = [];
// foreach ($result as $row) {
// $endorsement_number = "-";
// if(!empty($row['endorsement_no'])){
// $endorsement_number = $row['endorsement_no'];
// }
// $key = $row['statement_month'].'|'.$row['insurer_name'].'|'.$row['policy_no'] . '|' . $endorsement_number;
// // If uploaded record exists, always keep it and override previous
// if ($row['statement_uploaded'] === 'statement uploaded') {
// $filtered[$key] = $row; // overwrite no-statement row if it exists
// $keys[$key] = true;
// }
// // Keep "no statement uploaded" only if uploaded one not added yet
// elseif (!isset($keys[$key])) {
// $filtered[$key] = $row;
// }
// }
// $result = array_values($filtered);
// dd($result);
// --------------------------------------------------------------------------------------------------------
// $runningBilled = [];
// $totalIrdaMap = [];
// $final = [];
// foreach ($result as $row) {
// $ptId = $row['pt_id'];
// // Store total_irda_amt only once (first non-zero value)
// if (!isset($totalIrdaMap[$ptId]) && $row['total_irda_amt'] > 0) {
// $totalIrdaMap[$ptId] = $row['total_irda_amt'];
// }
// // Initialize running sum
// if (!isset($runningBilled[$ptId])) {
// $runningBilled[$ptId] = 0;
// }
// // Add billed amount to running total
// $runningBilled[$ptId] += (float)$row['billed_amt'];
// // Calculate unbilled amount
// $row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - $runningBilled[$ptId];
// $final[] = $row;
// }
// --------------------------------------------------------------------------------------------------------
$totalBilled = [];
$totalIrdaMap = [];
foreach ($result as $row) {
$key = $row['pt_id'].'-'.$row['insurer_id'];
// Sum billed amount
$totalBilled[$key] = ($totalBilled[$key] ?? 0)
+ (float) ($row['billed_amt'] ?? 0);
// Store total_irda_amt once
if (!isset($totalIrdaMap[$key]) && ($row['total_irda_amt'] ?? 0) > 0) {
$totalIrdaMap[$key] = (float) $row['total_irda_amt'];
}
}
$result = array_values($filtered);
// dd($result);
// dd($totalBilled, $totalIrdaMap);
$runningBilled = [];
$totalIrdaMap = [];
$final = [];
$ptSeen = [];
$final = [];
foreach ($result as $row) {
$ptId = $row['pt_id'];
$ptId = $row['pt_id'].'-'.$row['insurer_id'];
if (!isset($ptSeen[$ptId])) {
// First entry → set unbilled amount
$row['unbilled_amount'] = (float) (($totalIrdaMap[$ptId] ?? 0) - ($totalBilled[$ptId] ?? 0)) ?? '0.00';
// Store total_irda_amt only once (first non-zero value)
if (!isset($totalIrdaMap[$ptId]) && $row['total_irda_amt'] > 0) {
$totalIrdaMap[$ptId] = $row['total_irda_amt'];
$ptSeen[$ptId] = true;
} else {
// Other entries → zero
$row['unbilled_amount'] = '0.00';
}
// Initialize running sum
if (!isset($runningBilled[$ptId])) {
$runningBilled[$ptId] = 0;
}
// Add billed amount to running total
$runningBilled[$ptId] += (float)$row['billed_amt'];
// Calculate unbilled amount
$row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - $runningBilled[$ptId] ;
$final[] = $row;
}
$result = $final;
// print_rr($result); die;
// dd($result); die;
return $result;
}

166
app/Models/SalesActivityModel.php Normal file
View File

@ -0,0 +1,166 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
/**
* Activity Model
*/
class SalesActivityModel extends Model
{
protected $table = 'sales_activities';
protected $primaryKey = 'activity_id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
'lead_id',
'activity_type',
'notes',
'scheduled_date',
'assigned_to',
'status',
'completion_notes',
'completed_date',
'parent_activity_id',
'created_by',
'updated_by'
];
// Dates
protected $useTimestamps = true;
protected $dateFormat = 'datetime';
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation
protected $validationRules = [
'lead_id' => 'required|integer',
'activity_type' => 'required|in_list[Call,Email,Meeting,Demo,Share,Todo]',
'notes' => 'required',
'scheduled_date' => 'required|valid_date',
'assigned_to' => 'required|integer',
'status' => 'in_list[pending,completed]',
];
protected $validationMessages = [
'lead_id' => [
'required' => 'Lead ID is required',
],
'activity_type' => [
'required' => 'Activity type is required',
],
'notes' => [
'required' => 'Activity notes are required',
],
];
protected $skipValidation = false;
/**
* Get activities by lead with user details
*/
public function getActivitiesByLead($leadId, $status = null)
{
$builder = $this->select('activities.*, user_profiles.username as assigned_to_name')
->join('user_profiles', 'user_profiles.id = activities.assigned_to', 'left')
->where('activities.lead_id', $leadId);
if ($status) {
$builder->where('activities.status', $status);
}
return $builder->orderBy('activities.scheduled_date', 'DESC')->findAll();
}
/**
* Get all activities with filters
*/
public function getActivitiesWithFilters($filters = [], $limit = 10, $offset = 0)
{
$builder = $this->select('activities.*, actual_leads.company_name, user_profiles.username as assigned_to_name')
->join('actual_leads', 'actual_leads.lead_id = activities.lead_id', 'left')
->join('user_profiles', 'user_profiles.id = activities.assigned_to', 'left');
if (!empty($filters['status'])) {
$builder->where('activities.status', $filters['status']);
}
if (!empty($filters['activity_type'])) {
$builder->where('activities.activity_type', $filters['activity_type']);
}
if (!empty($filters['assigned_to'])) {
$builder->where('activities.assigned_to', $filters['assigned_to']);
}
if (!empty($filters['date_from'])) {
$builder->where('activities.scheduled_date >=', $filters['date_from']);
}
if (!empty($filters['date_to'])) {
$builder->where('activities.scheduled_date <=', $filters['date_to']);
}
return [
'data' => $builder->orderBy('activities.scheduled_date', 'DESC')
->limit($limit, $offset)->findAll(),
'total' => $builder->countAllResults(false)
];
}
/**
* Complete an activity
*/
public function completeActivity($activityId, $completionData)
{
return $this->update($activityId, [
'status' => 'completed',
'completion_notes' => $completionData['completion_notes'],
'completed_date' => date('Y-m-d H:i:s'),
'updated_by' => $completionData['updated_by'] ?? null
]);
}
/**
* Get pending activities count by user
*/
public function getPendingActivitiesCount($userId)
{
return $this->where('assigned_to', $userId)
->where('status', 'pending')
->where('scheduled_date <=', date('Y-m-d H:i:s'))
->countAllResults();
}
/**
* Get upcoming activities for a user
*/
public function getUpcomingActivities($userId, $days = 7, $limit = 10)
{
$endDate = date('Y-m-d H:i:s', strtotime("+{$days} days"));
return $this->select('activities.*, actual_leads.company_name')
->join('actual_leads', 'actual_leads.lead_id = activities.lead_id', 'left')
->where('activities.assigned_to', $userId)
->where('activities.status', 'pending')
->where('activities.scheduled_date <=', $endDate)
->orderBy('activities.scheduled_date', 'ASC')
->limit($limit)
->findAll();
}
/**
* Get activity timeline for a lead
*/
public function getActivityTimeline($leadId)
{
return $this->select('activities.*, user_profiles.username as assigned_to_name')
->join('user_profiles', 'user_profiles.id = activities.assigned_to', 'left')
->where('activities.lead_id', $leadId)
->orderBy('activities.scheduled_date', 'DESC')
->findAll();
}
}

145
app/Models/SalesActualLeadModel.php Normal file
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@ -0,0 +1,145 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
/**
* Lead Model
* Handles all operations related to actual_leads table
*/
class SalesActualLeadModel extends Model
{
protected $table = 'sales_actual_leads';
protected $primaryKey = 'lead_id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
'company_name',
'email',
'phone',
'address',
'website',
'gst_number',
'status',
'assigned_to',
'created_by',
'updated_by'
];
// Dates
protected $useTimestamps = true;
protected $dateFormat = 'datetime';
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation
protected $validationRules = [
'company_name' => 'required|min_length[2]|max_length[255]',
'email' => 'required|valid_email|max_length[255]',
'phone' => 'required|min_length[10]|max_length[20]',
'status' => 'in_list[New,Potential,Prospects,Non prospects]',
];
protected $validationMessages = [
'company_name' => [
'required' => 'Company name is required',
],
'email' => [
'required' => 'Email is required',
'valid_email' => 'Please provide a valid email address',
],
'phone' => [
'required' => 'Phone number is required',
],
];
protected $skipValidation = false;
/**
* Get lead with assigned user details
*/
public function getLeadWithUser($leadId)
{
return $this->select('actual_leads.*, user_profiles.username as assigned_to_name, user_profiles.email as assigned_to_email')
->join('user_profiles', 'user_profiles.id = actual_leads.assigned_to', 'left')
->where('actual_leads.lead_id', $leadId)
->first();
}
/**
* Get all leads with pagination and filters
*/
public function getLeadsWithFilters($filters = [], $limit = 10, $offset = 0)
{
$builder = $this->select('actual_leads.*, user_profiles.username as assigned_to_name')
->join('user_profiles', 'user_profiles.id = actual_leads.assigned_to', 'left');
if (!empty($filters['status'])) {
$builder->where('actual_leads.status', $filters['status']);
}
if (!empty($filters['assigned_to'])) {
$builder->where('actual_leads.assigned_to', $filters['assigned_to']);
}
if (!empty($filters['search'])) {
$builder->groupStart()
->like('actual_leads.company_name', $filters['search'])
->orLike('actual_leads.email', $filters['search'])
->orLike('actual_leads.phone', $filters['search'])
->groupEnd();
}
return [
'data' => $builder->limit($limit, $offset)->findAll(),
'total' => $builder->countAllResults(false)
];
}
/**
* Get lead with all related data (contacts, activities, notes)
*/
public function getLeadComplete($leadId)
{
$lead = $this->getLeadWithUser($leadId);
if (!$lead) {
return null;
}
$contactModel = new SalesContactPersonModel();
$activityModel = new SalesActivityModel();
$noteModel = new SalesLeadNoteModel();
$lead['contact_persons'] = $contactModel->where('lead_id', $leadId)->findAll();
$lead['activities'] = $activityModel->getActivitiesByLead($leadId);
$lead['notes'] = $noteModel->getNotesByLead($leadId);
return $lead;
}
/**
* Get leads statistics
*/
public function getLeadStats($userId = null)
{
$builder = $this->builder();
if ($userId) {
$builder->where('assigned_to', $userId);
}
$stats = [
'total' => $builder->countAllResults(false),
'new' => $builder->where('status', 'New')->countAllResults(false),
'potential' => $builder->where('status', 'Potential')->countAllResults(false),
'prospects' => $builder->where('status', 'Prospects')->countAllResults(false),
'non_prospects' => $builder->where('status', 'Non prospects')->countAllResults(false),
];
return $stats;
}
}

95
app/Models/SalesContactPersonModel.php Normal file
View File

@ -0,0 +1,95 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
/**
* Contact Person Model
*/
class SalesContactPersonModel extends Model
{
protected $table = 'sales_contact_persons';
protected $primaryKey = 'contact_id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
'lead_id',
'name',
'mobile',
'designation',
'email',
'is_primary',
'created_by',
'updated_by'
];
// Dates
protected $useTimestamps = true;
protected $dateFormat = 'datetime';
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation
protected $validationRules = [
'lead_id' => 'required|integer',
'name' => 'required|min_length[2]|max_length[100]',
'mobile' => 'required|min_length[10]|max_length[20]',
];
protected $validationMessages = [
'lead_id' => [
'required' => 'Lead ID is required',
],
'name' => [
'required' => 'Contact person name is required',
],
'mobile' => [
'required' => 'Mobile number is required',
],
];
protected $skipValidation = false;
/**
* Get all contacts for a lead
*/
public function getContactsByLead($leadId)
{
return $this->where('lead_id', $leadId)
->orderBy('is_primary', 'DESC')
->findAll();
}
/**
* Get primary contact for a lead
*/
public function getPrimaryContact($leadId)
{
return $this->where('lead_id', $leadId)
->where('is_primary', 1)
->first();
}
/**
* Set a contact as primary (unset others)
*/
public function setPrimaryContact($contactId, $leadId)
{
$this->db->transStart();
// Unset all primary contacts for this lead
$this->where('lead_id', $leadId)
->set(['is_primary' => 0])
->update();
// Set the specified contact as primary
$this->update($contactId, ['is_primary' => 1]);
$this->db->transComplete();
return $this->db->transStatus();
}
}

75
app/Models/SalesLeadNoteModel.php Normal file
View File

@ -0,0 +1,75 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
/**
* Lead Note Model
*/
class SalesLeadNoteModel extends Model
{
protected $table = 'sales_lead_notes';
protected $primaryKey = 'note_id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
'lead_id',
'user_id',
'note_text',
'created_by',
'updated_by'
];
// Dates
protected $useTimestamps = true;
protected $dateFormat = 'datetime';
protected $createdField = 'created_at';
protected $updatedField = 'updated_at';
// Validation
protected $validationRules = [
'lead_id' => 'required|integer',
'user_id' => 'required|integer',
'note_text' => 'required|min_length[3]',
];
protected $validationMessages = [
'lead_id' => [
'required' => 'Lead ID is required',
],
'note_text' => [
'required' => 'Note text is required',
],
];
protected $skipValidation = false;
/**
* Get notes by lead with user details
*/
public function getNotesByLead($leadId)
{
return $this->select('lead_notes.*, user_profiles.username')
->join('user_profiles', 'user_profiles.id = lead_notes.user_id', 'left')
->where('lead_notes.lead_id', $leadId)
->orderBy('lead_notes.created_at', 'DESC')
->findAll();
}
/**
* Get notes by user
*/
public function getNotesByUser($userId, $limit = 20, $offset = 0)
{
return $this->select('lead_notes.*, actual_leads.company_name')
->join('actual_leads', 'actual_leads.lead_id = lead_notes.lead_id', 'left')
->where('lead_notes.user_id', $userId)
->orderBy('lead_notes.created_at', 'DESC')
->limit($limit, $offset)
->findAll();
}
}

116
app/Views/UserList.php
View File

@ -489,9 +489,9 @@ table.dataTable tbody td {
<div class="form-row">
<div class="form-group col-md-6">
<label for="nhance_branch_id">NHance Branch<span class="text-danger">*</span></label>
<label for="nhance_branch_id">Nhance Branch<span class="text-danger">*</span></label>
<select class="form-control" id="nhance_branch_id" name="nhance_branch_id" required>
<option value="">Select NHance Branch</option>
<option value="">Select Nhance Branch</option>
<?php foreach($NHanceBranchData as $value) { ?>
<option value="<?= $value['id'] ?>"><?= $value['branch_name'] ?></option>
<?php } ?>
@ -594,7 +594,7 @@ table.dataTable tbody td {
<div class="modal-dialog modal-dialog-centered modal-lg">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title">Add Nhance Partner </h4>
<h4 class="modal-title">Add Nhance Partner Manager </h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
@ -609,7 +609,7 @@ table.dataTable tbody td {
<div class="form-row">
<div class="form-group col-md-6">
<label for="partner_name">Name<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="partner_name" placeholder="Ente Name" name="name" required>
<input type="text" class="form-control" id="partner_name" placeholder="Enter Name" name="name" required>
</div>
<div class="form-group col-md-6">
<label for="mobile_no">Mobile Number<span class="text-danger">*</span></label>
@ -623,9 +623,27 @@ table.dataTable tbody td {
<input type="text" class="form-control" id="email_addr" placeholder="Enter Email" name="email" data-parsley-trigger="change" data-parsley-type="email" required>
</div>
<div class="form-group col-md-6">
<label for="retention_rate">Retention Rate<span class="text-danger">*</span></label>
<!-- <input type="text" class="form-control" id="retention_rate" placeholder="Enter Retention Rate" name="retention_rate" required> -->
<input type="text" class="form-control" id="retention_rate" name="retention_rate" placeholder="Enter Retention Rate" inputmode="decimal" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-6">
<label for="partner_nhance_branch_id">Nhance Branch<span class="text-danger">*</span></label>
<select class="form-control" id="partner_nhance_branch_id" name="nhance_branch_id" required>
<option value="">Select Nhance Branch</option>
<?php foreach($NHanceBranchData as $value) { ?>
<option value="<?= $value['id'] ?>"><?= $value['branch_name'] ?></option>
<?php } ?>
</select>
</div>
<!-- <div class="form-group col-md-6">
<label for="locn">Address</label>
<textarea class="form-control" id="locn" name="address" placeholder="Enter address" rows="3" maxlength="1500"></textarea>
</div>
</div> -->
</div>
@ -872,12 +890,18 @@ table.dataTable tbody td {
$(document).ready(function () {
$('#nhance_branch_id').select2();
$('#partner_nhance_branch_id').select2();
$('#rm_id').select2();
$('#nhance_branch_id')
.val(null) // ✅ MUST be null
.trigger('change.select2'); // ✅ correct trigger
$('#partner_nhance_branch_id')
.val(null) // ✅ MUST be null
.trigger('change.select2'); // ✅ correct trigger
var incentiveMonthPicker = flatpickr("#incentive_month", {
dateFormat: "Y-m-d", // real value stored (hidden)
@ -1144,9 +1168,21 @@ table.dataTable tbody td {
$('#partner_name').val(user.name);
$('#email_addr').val(user.email);
$('#mobile_no').val(user.mobile);
$('#locn').val(user.address);
// $('#locn').val(user.address);
$('#retention_rate').val(user.retention_rate);
if (user.nhance_branch_id !== null &&
user.nhance_branch_id !== "" &&
user.nhance_branch_id !== 0) {
$('#partner_nhance_branch_id')
.val(user.nhance_branch_id)
.trigger('change.select2');
} else {
$('#partner_nhance_branch_id')
.val(null) // ✅ MUST be null
.trigger('change.select2'); // ✅ correct trigger
}
// $('#btnPartnerSubmit').html('Update');
$('.modal-title').html('Update Nhance Partner');
$('.modal-title').html('Update Nhance Partner Manager');
let myModal = new bootstrap.Modal(document.getElementById('nhance-partner-modal'));
myModal.show(); // open modal
});
@ -1154,10 +1190,12 @@ table.dataTable tbody td {
$('body').on('click', '.btnPartnerDelete', function () {
var partner_role = $(this).attr('data-role');
var alertText = "You need to remove this user";
if (partner_role == 2) {
if (partner_role == 3) {
alertText = "You need to remove this Staff";
} else if (partner_role == 2) {
alertText = "You need to remove this Handler";
} else if (partner_role == 1) {
alertText = "You need to remove this Manager and related agent and staff are also delete";
alertText = "You need to remove this Manager and related Handler and Staff are also delete";
}
Swal.fire({
@ -1237,23 +1275,25 @@ table.dataTable tbody td {
var name = document.getElementById('partner_name').value.trim();
var mobile = document.getElementById('mobile_no').value.trim();
var email = document.getElementById('email_addr').value.trim();
var address = document.getElementById('locn').value.trim();
// var address = document.getElementById('locn').value.trim();
var rate = document.getElementById('retention_rate').value.trim();
var nb = document.getElementById('partner_nhance_branch_id').value.trim();
// Validation checks
if (name === "" || mobile === "" || email === "") {
console.log(name);
console.log(mobile);
console.log(email);
if (name === "" || mobile === "" || email === "" || rate === "" || nb === "") {
// console.log(name);
// console.log(mobile);
// console.log(email);
toastr.warning('Please fill all required fields.', 'Warning');
form.classList.add('was-validated');
return;
}
if (address.length > 1500) {
toastr.error('Address cannot exceed 1500 characters', 'Warning');
form.classList.add('was-validated');
return;
}
// if (address.length > 1500) {
// toastr.error('Address cannot exceed 1500 characters', 'Warning');
// form.classList.add('was-validated');
// return;
// }
var mobilePattern = /^[6-9]\d{9}$/; // must start with 6–9 and be 10 digits
if (!mobilePattern.test(mobile)) {
@ -1395,11 +1435,18 @@ table.dataTable tbody td {
</div>`
];
} else { // partner
let roleName = "";
switch(parseInt(row.role_id)) {
case 1: roleName = "Manager"; break;
case 2: roleName = "Handler"; break;
case 3: roleName = "Staff"; break;
default: roleName = "Others";
}
rowData = [
row.name,
row.email,
row.mobile,
row.role_id == 1 ? "Manager" : "Staff",
roleName,
`<span class="badge ${statusClass}">${statusText}</span>`,
`<div class="btn-group dropdown">
<a href="javascript:void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown">
@ -1841,8 +1888,10 @@ table.dataTable tbody td {
$('#email_addr').val('');
$('#partner_id').val('');
$('#mobile_no').val('');
$('#locn').val('');
$('.modal-title').html('Add Nhance Partner');
// $('#locn').val('');
$('#retention_rate').val('');
$('#partner_nhance_branch_id').val('0');
$('.modal-title').html('Add Nhance Partner Manager');
$('#PartnerForm').attr('action', '<?php echo base_url('/user/partner');?>');
let myModal = new bootstrap.Modal(document.getElementById('nhance-partner-modal'));
myModal.show(); // open modal
@ -1871,6 +1920,25 @@ table.dataTable tbody td {
}
$('#retention_rate').on('input', function () {
let value = this.value;
// Allow only digits and dot
value = value.replace(/[^0-9.]/g, '');
// Allow only ONE dot
const parts = value.split('.');
if (parts.length > 2) {
value = parts[0] + '.' + parts.slice(1).join('');
}
// Allow max 2 decimals
if (parts[1] && parts[1].length > 2) {
value = parts[0] + '.' + parts[1].slice(0, 2);
}
this.value = value;
});
</script>

14
app/Views/client_kyc_2.php
View File

@ -278,7 +278,19 @@
}
});
});
$(document).on('click', '.btn-download-kyc', function (e) {
e.preventDefault(); // Prevent default link behavior
// var kyc_id = $(this).attr('data-id');
// var client_id = $(this).attr('data-client_id');
var file = $(this).attr('data-file');
if (file) {
window.location.href = "<?= base_url('client/kyc/download_2') ?>/" + file;
} else {
toastr.warning('File is missing.');
}
});
// SOFT DELETE Functionality ---
function deleteKycDoc(kyc_id,client_id) {

5
app/Views/client_kyc_single_table.php
View File

@ -12,8 +12,9 @@
<td><?= esc($value['ui_docs_name']) ?></td>
<td><?= esc($fileName) ?></td>
<td>
<a id="download_<?= esc($value['id']); ?>" data-id="<?= esc($value['id']); ?>" data-file="<?= $fileName ?>"
class="mdi mdi-download mr-1 btn-download-kyc" style="font-size:18px;" download></a>
<a class="mdi mdi-download mr-1 btn-download-kyc"
data-file="<?= $fileName ?>"
style="font-size:18px;"></a>
<a class="mdi mdi-pencil mr-1 btn-edit-kyc"
data-id="<?= $value['id'] ?>"

6
app/Views/drive_file_upload.php
View File

@ -99,12 +99,14 @@ $("#drive_file_upload_form").submit(function(event) {
$('.loader-mask').delay(350).fadeOut('slow');
if(res.status == true){
toastr.success(res.message, 'Success');
toastr.success(res.message, 'SUCCESS');
appendFileTableBody(res.data.pt_files);
}else{
toastr.error(res.message, 'Error');
toastr.warning(res.message, 'WARNING');
}
$('#drive_file_upload_form')[0].reset();
},
error: function (xhr, status, error) {
console.error(xhr.responseText);

352
app/Views/faq_list.php Normal file
View File

@ -0,0 +1,352 @@
<style>
.dataTables_filter {
position: absolute;
}
.dataTables_length label {height: 21px !important;}
</style>
<!-- End ADD and EDIT Page HTML -->
<div class="row" id="List-page">
<div class="col-12">
<div class="card">
<div class="card-body maincard">
<table data-custom-table-css="table" class="table table-sm m-0 table-centered dt-responsive nowrap w-100" cellspacing="a" id="user-table">
<thead class="bg-light">
<tr>
<th class="font-weight-medium">S.No.</th>
<th class="font-weight-medium">Category</th>
<th class="font-weight-medium">Question</th>
<th class="font-weight-medium">Answer</th>
<th class="font-weight-medium">Status</th>
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php if(isset($faq_list)) { $slno = 1; ?>
<?php foreach($faq_list as $index => $row) { ?>
<tr>
<td class="text-center"><?= $slno++; ?></td>
<td><?php $category = $row['category'] ? $row['category'] : 'N/A';
echo (strlen($category) > 50)
? htmlspecialchars(substr($category, 0, 50)) . "..."
: htmlspecialchars($category);
?></td>
<td><?php $question = $row['question'] ? $row['question'] : 'N/A';
echo (strlen($question) > 50)
? htmlspecialchars(substr($question, 0, 50)) . "..."
: htmlspecialchars($question);
?></td>
<td><?php $answer = $row['answer'] ? $row['answer'] : 'N/A';
echo (strlen($answer) > 50)
? htmlspecialchars(substr($answer, 0, 50)) . "..."
: htmlspecialchars($answer);
?></td>
<td>
<span class="<?php if($row['is_active'] == 1){ echo 'badge badge-primary'; }else{ echo 'badge badge-danger'; } ?>">
<?php if($row['is_active'] == 1){ echo 'Active'; }else{ echo 'In-Active'; } ?>
</span>
</td>
<td>
<div class="btn-group dropdown" style="position: relative !important;left:0px !important;top:0px !important;">
<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" style="cursor: pointer;">
<a class="dropdown-item" data-id="<?= $row['id']; ?>" onclick="handleSaveEditAndDelete('edit', this)">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
<?php if ($row['is_active'] == 1): ?>
<a class="dropdown-item" data-id="<?= $row['id']; ?>" onclick="handleSaveEditAndDelete('remove', this)">
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
</a>
<?php endif; ?>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } else { ?>
<!-- <tr>
<td colspan="6" class="text-center">No data available</td>
</tr> -->
<?php } ?>
</tbody>
</table>
</div>
</div>
</div>
</div>
<!-- modal content -->
<div id="con-close-modal" class="modal fade app-font-family" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true" style="display: none;" data-backdrop="static">
<div class="modal-dialog modal-dialog-centered modal-lg">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="modalLabel">Add FAQ Details</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<form class="parsley-examples" id="FAQForm" enctype="multipart/form-data">
<input type="hidden" name="faq_id" id="faq_id"/>
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="category">Category<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="category" name="category" placeholder="Enter Category" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="question">Question<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="question" name="question" placeholder="Enter Question" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="answer">Answer<span class="text-danger">*</span></label>
<!-- <textarea id="answer" name="answer" class="form-control" required></textarea> -->
<textarea id="answer" name="answer" class="form-control answer" rows="7">
<!-- <h5>Hello {USER_NAME}, </h5>
<p>We create simple, flat & responsive custom mail template.</p>
<p>Please, write text here!</p> -->
</textarea>
</div>
</div>
</div>
<div class="form-group text-right m-b-0">
<button type="submit" class="btn app-btn-secondary" id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
<!-- <script src="https://cdn.ckeditor.com/ckeditor5/39.0.1/classic/ckeditor.js"></script> -->
<script>
// let faqEditor;
let editor;
// ClassicEditor
// .create(document.querySelector('#answer'))
// .then(editor => {
// faqEditor = editor; // Save the instance here
// })
// .catch(error => { console.error(error); });
var table;
$(document).ready(function () {
//JoDit editor
const editorConfig = {
buttons: [
"undo", "redo", "|",
"paragraph",
"bold", "italic", "strikethrough", "|",
"superscript", "subscript", "|",
"ul", "ol", "|",
"outdent", "indent", "|",
"blockquote", "table", "|",
"align", "fontsize", "|",
"source"
],
controls: {
paragraph: {
list: {
p: "Normal",
h1: "Heading 1",
h2: "Heading 2",
h3: "Heading 3",
h4: "Heading 4"
}
}
},
fontsize: ["8px", "10px", "12px", "14px", "16px", "18px", "20px", "22px", "24px"], // Font sizes in pixels
showPlaceholder: false,
toolbarButtonSize: "small",
toolbarAdaptive: false,
saveHeightInStorage: true,
minHeight: 400,
height: 400, // Optional fixed height
defaultMode: "1", // Start in WYSIWYG mode
enableDragAndDropFileToEditor: true, // Allow file uploads via drag and drop
placeholder: "Start typing here...", // Optional placeholder text
};
// 2. Initialize
editor = Jodit.make("#answer", editorConfig);
var ticketsTable = $('#user-table');
ticketsTable.DataTable({
scrollX: true,
// dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
// "<'row'<'col-sm-12'tr>>" +
// "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
{
text: 'Add',
className: 'btn app-btn-primary mr-2',
action: function(e, dt, node, config) {
resetValues();openModal();
}
},
{
extend: 'collection',
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
title: 'FAQ-List',
className: 'app-btn-primary ',
exportOptions: {
columns: ':not(:last-child)'
},
}
]
}
],
language: {
search: `
<div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
_INPUT_
<i class="mdi mdi-magnify datatable-search-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
<i class="mdi mdi-close-circle datatable-clear-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
// ordering: false,
});
});
$('.close').click(function(){ resetValues(); })
function openModal(){
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
myModal.show();
}
function handleSaveEditAndDelete(type = 'submit', el = null) {
let form = document.getElementById('FAQForm');
let url = '<?= base_url('FAQ') ?>';
let method = "POST";
let faq_id = el ? $(el).data('id') : null;
let formData;
if (type === 'submit') {
// CREATE FORMDATA FROM FORM
formData = new FormData(form);
formData.set('return_type', 'web');
} else if (type == 'edit') {
method = "GET";
if (faq_id) url += '?faq_id=' + faq_id ;
$('#modalLabel').text('Edit FAQ Details');
$('#FAQForm')[0].reset();
} else if (type == 'remove') {
method = "DELETE";
if (faq_id) url += '?faq_id=' + faq_id ;
}
$('.loader, .loader-mask').fadeIn();
$.ajax({
url: url,
type: method,
data: (type === 'submit') ? formData : null,
processData: false,
contentType: false,
dataType: 'json',
success: function (response) {
console.log('Response:', response);
if (response.status === 'success' || response.status === true) {
if (type == 'edit') {
let record = response.data.faq_list[0]; // single record
appendEditData(record);
} else if(type == 'remove'){
toastr.success(response.message, 'Success');
// if(el) $(el).closest('tr').remove();
window.location.reload();
// window.location.href = "<?= base_url('FAQ?return_type=web') ?>";
} else if(type == 'submit'){
toastr.success(response.message, 'Success');
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
myModal.hide();
$('#FAQForm')[0].reset();
window.location.reload();
}
} else {
toastr.warning(response.message, 'Warning');
}
$('.loader, .loader-mask').fadeOut();
},
error: function () {
$('.loader, .loader-mask').fadeOut();
}
});
}
function resetValues(){
$('#modalLabel').text('Add FAQ Details');
$('#FAQForm')[0].reset();
if (typeof editor !== 'undefined') {
editor.value = '';
}
}
function appendEditData(data) {
$('#FAQForm')[0].reset();
$('#faq_id').val(data.id);
$('#category').val(data.category);
$('#question').val(data.question);
if (editor) {
editor.value = data.answer || '';
}
openModal();
}
$('#FAQForm').on('submit', function(e) {
e.preventDefault();
const form = this;
// HTML5 built-in validation
if (!form.checkValidity()) {
form.reportValidity(); // shows required/pattern tooltips
return;
}
if (typeof editor !== 'undefined') {
// Strip HTML tags and trim whitespace to see if there is actual text
const plainText = editor.value.replace(/<[^>]*>/g, '').trim();
// Check if it's truly empty or just contains empty tags like <p><br></p>
if (editor.value === '' || plainText === '') {
toastr.warning("Answer is required", 'Warning');
return; // Stop the function here
}
}
// If valid, submit via AJAX
handleSaveEditAndDelete('submit');
});
</script>

275
app/Views/frontend_content_list2.php → app/Views/frontend_content_list.php
View File

@ -18,28 +18,28 @@
<th class="font-weight-medium">Type</th>
<th class="font-weight-medium">Content Section</th>
<th class="font-weight-medium">Heading</th>
<!-- <th class="font-weight-medium">Status</th> -->
<th class="font-weight-medium">Status</th>
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php if(isset($test)) { $slno = 1; ?>
<?php foreach($test as $index => $row) { ?>
<?php if(isset($data['fe_list'])) { $slno = 1; ?>
<?php foreach($data['fe_list'] as $index => $row) { ?>
<tr>
<td class="text-center"><?= $slno++; ?></td>
<td><?= $row['type']; ?></td>
<td><?= $row['content_section']; ?></td>
<td><?= $row['heading']; ?></td>
<!-- <td>
<td>
<span class="<?php if($row['is_active'] == 1){ echo 'badge badge-primary'; }else{ echo 'badge badge-danger'; } ?>">
<?php if($row['is_active'] == 1){ echo 'Active'; }else{ echo 'In-Active'; } ?>
</span>
</td> -->
</td>
<td>
<div class="btn-group dropdown" style="position: relative !important;left:0px !important;top:0px !important;">
<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" style="cursor: pointer;">
<a class="dropdown-item" data-id="<?= $row['id']; ?>" onclick="handleSaveEditAndDelete('edit', this)">
<a class="dropdown-item" data-status="<?= $row['is_active']; ?>" data-id="<?= $row['id']; ?>" onclick="handleSaveEditAndDelete('edit', this)">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
<?php if ($row['is_active'] == 1): ?>
@ -53,9 +53,9 @@
</tr>
<?php } ?>
<?php } else { ?>
<tr>
<td colspan="3" class="text-center">No data available</td>
</tr>
<!-- <tr>
<td colspan="6" class="text-center">No data available</td>
</tr> -->
<?php } ?>
</tbody>
@ -74,8 +74,8 @@
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<form id="frontEndContentForm" enctype="multipart/form-data">
<input type="hidden" name="pk" id="fe_id"/>
<form class="parsley-examples" id="frontEndContentForm" enctype="multipart/form-data">
<input type="hidden" name="fe_id" id="fe_id"/>
<div class="form-group">
<div class="form-row">
<div class="col-md-4">
@ -91,16 +91,32 @@
<input type="text" class="form-control" id="heading" name="heading" placeholder="Enter Heading" required>
</div>
</div>
<br>
<div class="form-row">
<div class="form-group col-md-12">
<label for="content">Content<span class="text-danger">*</span></label>
<textarea id="content" name="content" class="form-control content" rows="5">
<!-- <h5>Hello {USER_NAME}, </h5>
<p>We create simple, flat & responsive custom mail template.</p>
<p>Please, write text here!</p> -->
</textarea>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="notes">Notes<span class="text-danger">*</span></label>
<textarea id="notes" name="notes" class="form-control notes" rows="5">
<!-- <h5>Hello {USER_NAME}, </h5>
<p>We create simple, flat & responsive custom mail template.</p>
<p>Please, write text here!</p> -->
</textarea>
</div>
</div>
</div>
<button type="button" class="btn app-btn-secondary waves-effect waves-light text-end" onclick="AddContentsAndNotes()">Add Contents And Notes</button>
<table>
</table>
<div class="form-group text-right m-b-0">
<button type="button" class="btn app-btn-secondary waves-effect waves-light" id="btnSubmit" onclick="handleSaveEditAndDelete('submit')">Submit</button>
<button type="submit" class="btn app-btn-secondary" id="btnSubmit">Submit</button>
</div>
</form>
</div>
@ -110,7 +126,46 @@
<script>
var table;
let content_editor;
let notes_editor;
$(document).ready(function () {
const editorConfig = {
buttons: [
"undo", "redo", "|",
"paragraph",
"bold", "italic", "strikethrough", "|",
"superscript", "subscript", "|",
"ul", "ol", "|",
"outdent", "indent", "|",
"blockquote", "table", "|",
"align", "fontsize", "|",
"source"
],
controls: {
paragraph: {
list: {
p: "Normal",
h1: "Heading 1",
h2: "Heading 2",
h3: "Heading 3",
h4: "Heading 4"
}
}
},
fontsize: ["8px", "10px", "12px", "14px", "16px", "18px", "20px", "22px", "24px"], // Font sizes in pixels
showPlaceholder: false,
toolbarButtonSize: "small",
toolbarAdaptive: false,
saveHeightInStorage: true,
minHeight: 400,
height: 400, // Optional fixed height
defaultMode: "1", // Start in WYSIWYG mode
enableDragAndDropFileToEditor: true, // Allow file uploads via drag and drop
placeholder: "Start typing here...", // Optional placeholder text
};
content_editor = Jodit.make("#content", editorConfig);
notes_editor = Jodit.make("#notes", editorConfig);
var ticketsTable = $('#user-table');
ticketsTable.DataTable({
scrollX: true,
@ -126,7 +181,7 @@
text: 'Add',
className: 'btn app-btn-primary mr-2',
action: function(e, dt, node, config) {
openModal()
resetValues();openModal();// $('#btnSubmit').removeClass('d-none');
}
},
{
@ -164,9 +219,7 @@
});
});
$('.close').click(function(){
resetValues()
})
$('.close').click(function(){ resetValues(); })
function openModal(){
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
@ -233,87 +286,147 @@
// });
// }
function handleSaveEditAndDelete(type = 'submit', el = null) {
let url = '<?= base_url('util/nhanceBranchMaster') ?>';
let form = document.getElementById('frontEndContentForm');
let url = '<?= base_url('frontend_content') ?>';
let method = "POST";
let requestData = {};
let fe_id = el ? $(el).data('id') : null;
let fe_status = 1;
let formData;
let pk = null;
// If element is passed (from edit/remove button), get its data-id
if (el) { pk = $(el).data('id'); }
requestData.pk = pk;
if(type == 'submit'){
$("#frontEndContentForm").find("input, select, textarea").each(function () {
let name = $(this).attr("name");
let value = $.trim($(this).val());
if (name) requestData[name] = value;
});
}
if(type == 'remove'){
method = "DELETE";
} else if (type == 'edit'){
if (type === 'submit') {
// CREATE FORMDATA FROM FORM
formData = new FormData(form);
} else if (type == 'edit') {
method = "GET";
if (fe_id) url += '?fe_id=' + fe_id ;
fe_status = el ? $(el).data('status') : 1;
// $('#btnSubmit').addClass('d-none');
// let name_text = fe_status ? "Edit" : "View";
$('#modalLabel').text('Edit Front End Content');
$('#frontEndContentForm')[0].reset();
} else if (type == 'remove') {
method = "DELETE";
if (fe_id) url += '?fe_id=' + fe_id ;
}
console.log("type", type)
console.log("url", url)
console.log("method", method)
console.log("requestData", requestData)
// if (typeof fe_status !== 'undefined' && fe_status == 1) {
// // $('#btnSubmit').addClass('d-none');
// return; // optional: stop further actions
// }else{
// // $('#btnSubmit').removeClass('d-none');
// }
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
$('.loader, .loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, method, requestData, function(response) {
console.log('Data fetched successfully:', response);
if (response.status) {
if(type == 'edit'){
appendEditData(response.data);
} 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'));
myModal.hide();
$('#frontEndContentForm')[0].reset();
window.location.reload();
$.ajax({
url: url,
type: method,
data: (type === 'submit') ? formData : null,
processData: false,
contentType: false,
dataType: 'json',
success: function (response) {
console.log('Response:', response);
if (response.status === 'success' || response.status === true) {
if (type == 'edit') {
let record = response.data.fe_list[0]; // single record
appendEditData(record);
} 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'));
myModal.hide();
$('#frontEndContentForm')[0].reset();
window.location.reload();
}
} else {
toastr.warning(response.message, 'Warning');
}
} else {
toastr.warning(response.message, 'Warning');
$('.loader, .loader-mask').fadeOut();
},
error: function () {
$('.loader, .loader-mask').fadeOut();
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
console.error('Error fetching data:', error);
console.error(xhr.responseText);
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
});
}
function resetValues(){
$('#modalLabel').text('Add Front End Content');
$('#frontEndContentForm')[0].reset();
if (typeof content_editor !== 'undefined') {
content_editor.value = '';
}
if (typeof notes_editor !== 'undefined') {
notes_editor.value = '';
}
}
function appendEditData(data){
$('#fe_id').val(data[0]['id']);
$('#branch_name').val(data[0]['branch_name']);
openModal()
function appendEditData(data) {
$('#frontEndContentForm')[0].reset();
$('#fe_id').val(data.id);
$('#type').val(data.type);
$('#content_section').val(data.content_section);
$('#heading').val(data.heading);
// $('#content').val(data.content);
// $('#notes').val(data.notes);
if (content_editor) {
content_editor.value = data.content || '';
}
if (notes_editor) {
notes_editor.value = data.notes || '';
}
openModal();
}
$('#frontEndContentForm').on('submit', function(e) {
e.preventDefault();
const form = this;
// HTML5 built-in validation
if (!form.checkValidity()) {
form.reportValidity(); // shows required/pattern tooltips
return;
}
// Content validation
if (typeof content_editor !== 'undefined') {
if (isEditorEmpty(content_editor.value)) {
toastr.warning("Content is required", 'Warning');
return;
}
}
// Notes validation
if (typeof notes_editor !== 'undefined') {
if (isEditorEmpty(notes_editor.value)) {
toastr.warning("Notes is required", 'Warning');
return;
}
}
// If valid, submit via AJAX
handleSaveEditAndDelete('submit');
});
function isEditorEmpty(html) {
if (!html) return true;
// Remove tags, &nbsp;, and trim
const text = html
.replace(/<[^>]*>/g, '')
.replace(/&nbsp;/g, '')
.trim();
return text.length === 0;
}
</script>

118
app/Views/invoice_policy_mapping.php
View File

@ -98,7 +98,7 @@ table.dataTable tbody td { padding: 4px 4px !important; }
<label>Invoice Date <span class="text-danger"></span></label>
<input class="form-control" type="date" id="invoiceDate" required value="<?= isset($invoice['invoice_date']) ? $invoice['invoice_date'] : '' ?>" >
</div>
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="agents"> Agents <span class="text-danger"></span></label>
<select class="form-control" id="agentSelect" name="agents_id" onchange="loadPolicies()" required>
@ -114,6 +114,23 @@ table.dataTable tbody td { padding: 4px 4px !important; }
}
?>
</select>
</div> -->
<div class="form-group col-md-3">
<label for="pos"> POS <span class="text-danger"></span></label>
<select class="form-control" id="posSelect" name="pos_id" onchange="loadPolicies()" required>
<option value="">Select pos</option>
<?php
if(isset($pos_list) && count($pos_list)) {
foreach($pos_list as $pos): ?>
<option value="<?= $pos['id'] ?>"
<?= isset($invoice['pos_id']) && $invoice['pos_id'] == $pos['id'] ? 'selected' : '' ?>>
<?= $pos['name'] ?> - <?= $pos['pos_code'] ?>
</option>
<?php endforeach;
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label>Policy Till Date<span class="text-danger"></span></label>
@ -481,17 +498,20 @@ table.dataTable tbody td { padding: 4px 4px !important; }
}
// ---- Filter policies by agent/date ----
// ---- Filter policies by agent/POS/date ----
function filterPolicies() {
const fromDate = getEl('fromDate')?.value || '';
const toDate = getEl('toDate')?.value || '';
const agentId = getEl('agentSelect')?.value || '';
// const agentId = getEl('agentSelect')?.value || '';
const posId = getEl('posSelect')?.value || '';
const policyTillDate = getEl('policyTillDate')?.value || '';
if (!agentId || agentId === '0') return toastr.warning('Please select an agent', 'Required');
// if (!agentId || agentId === '0') return toastr.warning('Please select an agent', 'Required');
if (!posId || posId === '0') return toastr.warning('Please select an POS', 'Required');
filteredPolicies = window.allPolicies.filter(p => {
if (String(p.agentId) !== String(agentId)) return false;
// if (String(p.agentId) !== String(agentId)) return false;
// if (String(p.posId) !== String(posId)) return false;
if (policyTillDate && p.date_db > policyTillDate) return false;
if (fromDate && p.date_db < fromDate) return false;
if (toDate && p.date_db > toDate) return false;
@ -503,7 +523,9 @@ table.dataTable tbody td { padding: 4px 4px !important; }
// ---- Load policies for selected agent ----
function loadPolicies() {
const agentId = getEl('agentSelect')?.value || '';
// const agentId = getEl('agentSelect')?.value || '';
const posId = getEl('posSelect')?.value || '';
console.log('-->',posId);
const policyTillDate = getEl('policyTillDate')?.value || '';
const list = getEl('policyListBody');
if (!list) return;
@ -518,16 +540,30 @@ table.dataTable tbody td { padding: 4px 4px !important; }
list.innerHTML = '';
if (!agentId || agentId === '0') {
list.innerHTML = `<tr><td colspan="${colspan}" class="text-center text-danger">Please select an agent</td></tr>`;
// if (!agentId || agentId === '0') {
// list.innerHTML = `<tr><td colspan="${colspan}" class="text-center text-danger">Please select an agent</td></tr>`;
// updateSummary();
// reloadDataTable();
// return;
// }
// Filter policies for the selected agent
// filteredPolicies = window.allPolicies.filter(p => {
// if (String(p.agentId) !== String(agentId)) return false;
// if (policyTillDate && p.date_db > policyTillDate) return false;
// return true;
// });
if (!posId || posId === '0') {
list.innerHTML = `<tr><td colspan="${colspan}" class="text-center text-danger">Please select a POS</td></tr>`;
updateSummary();
reloadDataTable();
return;
}
// Filter policies for the selected agent
// Filter policies for the selected POS
filteredPolicies = window.allPolicies.filter(p => {
if (String(p.agentId) !== String(agentId)) return false;
if (String(p.posId) !== String(posId)) return false;
if (policyTillDate && p.date_db > policyTillDate) return false;
return true;
});
@ -652,8 +688,11 @@ table.dataTable tbody td { padding: 4px 4px !important; }
// ---- Show More Policies ----
function showMorePolicies() {
const agentId = getEl('agentSelect')?.value || '';
if (!agentId) return toastr.warning('Please select an agent', 'Required');
// const agentId = getEl('agentSelect')?.value || '';
// if (!agentId) return toastr.warning('Please select an agent', 'Required');
const posId = getEl('posSelect')?.value || '';
if (!posId) return toastr.warning('Please select an POS', 'Required');
if (!window.extraPolicies || window.extraPolicies.length === 0) {
return toastr.info('No more policies available.', 'Information');
@ -664,11 +703,13 @@ table.dataTable tbody td { padding: 4px 4px !important; }
// Filter extraPolicies: same agent + not already in filteredPolicies
const newPolicies = window.extraPolicies.filter(p => {
return String(p.agentId) === String(agentId) && !existingPolicyIds.has(p.id);
// return String(p.agentId) === String(agentId) && !existingPolicyIds.has(p.id);
return String(p.posId) === String(posId) && !existingPolicyIds.has(p.id);
});
if (newPolicies.length === 0) {
toastr.info('No more policies available for this agent.', 'Information');
// toastr.info('No more policies available for this agent.', 'Information');
toastr.info('No more policies available for this POS.', 'Information');
return;
}
@ -690,13 +731,15 @@ table.dataTable tbody td { padding: 4px 4px !important; }
// ---- Save invoice ----
function saveInvoice() {
const agentId = getEl('agentSelect')?.value || '';
// const agentId = getEl('agentSelect')?.value || '';
const posId = getEl('posSelect')?.value || '';
const invoiceNo = getEl('invoiceNo')?.value || '';
const invoiceDate = getEl('invoiceDate')?.value || '';
const policyTillDate = getEl('policyTillDate')?.value || '';
const invoiceID = getEl('invoiceID')?.value || '';
if (!agentId || agentId === '0') return toastr.warning('Please select an agent', 'Required');
// if (!agentId || agentId === '0') return toastr.warning('Please select an agent', 'Required');
if (!posId || posId === '0') return toastr.warning('Please select an pos', 'Required');
if (!invoiceDate) return toastr.warning('Please select invoice date', 'Required');
if (selectedPolicies.size === 0) return toastr.warning('Please select at least one policy', 'Required');
@ -728,10 +771,11 @@ table.dataTable tbody td { padding: 4px 4px !important; }
const invoiceData = {
invoice_id: invoiceID,
invoice_no: invoiceNo,
agent_id: agentId,
// agent_id: agentId,
invoice_date: invoiceDate,
invoice_amount: totalAmount,
policies: policies
policies: policies,
pos_id: posId
};
// console.log(invoiceData);return true;
@ -774,7 +818,8 @@ table.dataTable tbody td { padding: 4px 4px !important; }
const invoiceDateEl = getEl('invoiceDate');
const policyTillDateEl = getEl('policyTillDate');
const agentSelectEl = getEl('agentSelect');
// const agentSelectEl = getEl('agentSelect');
const posSelectEl = getEl('posSelect');
// Set max date (today)
if (invoiceDateEl) invoiceDateEl.max = today;
@ -783,20 +828,25 @@ table.dataTable tbody td { padding: 4px 4px !important; }
if (invoiceType == 'add') {
// -------- ADD MODE --------
if (agentSelectEl) agentSelectEl.value = '';
// if (agentSelectEl) agentSelectEl.value = '';
if (posSelectEl) posSelectEl.value = '';
if (invoiceDateEl) invoiceDateEl.required = true;
if (policyTillDateEl) policyTillDateEl.required = true;
if (agentSelectEl) agentSelectEl.required = true;
// if (agentSelectEl) agentSelectEl.required = true;
if (posSelectEl) posSelectEl.required = true;
// Enable Select2
$('#agentSelect').prop('disabled', false).select2();
// $('#agentSelect').prop('disabled', false).select2();
$('#posSelect').prop('disabled', false).select2();
}
else {
// -------- EDIT,ADJUSTMENT MODE --------
if (agentSelectEl) agentSelectEl.readOnly = true;
// if (agentSelectEl) agentSelectEl.readOnly = true;
if (posSelectEl) posSelectEl.readOnly = true;
// Disable Select2 (readonly)
$('#agentSelect').prop('disabled', true);
// $('#agentSelect').prop('disabled', true);
$('#posSelect').prop('disabled', true);
// Remove red star (*) from label
const agentLabel = document.querySelector('label[for="agents"] .text-danger');
@ -810,9 +860,16 @@ table.dataTable tbody td { padding: 4px 4px !important; }
if (getEl('policyTillDate')) getEl('policyTillDate').valueAsDate = new Date();
}
const agentEl = getEl('agentSelect');
if (agentEl) {
agentEl.addEventListener('change', () => {
// const agentEl = getEl('agentSelect');
// if (agentEl) {
// agentEl.addEventListener('change', () => {
// selectedPolicies.clear();
// loadPolicies();
// });
// }
const posEl = getEl('posSelect');
if (posEl) {
posEl.addEventListener('change', () => {
selectedPolicies.clear();
loadPolicies();
});
@ -826,10 +883,12 @@ table.dataTable tbody td { padding: 4px 4px !important; }
if (policyTillDateEl) policyTillDateEl.addEventListener('change', loadPolicies);
if (agentEl && agentEl.value && agentEl.value !== '0') loadPolicies();
// if (agentEl && agentEl.value && agentEl.value !== '0') loadPolicies();
if (posEl && posEl.value && posEl.value !== '0') loadPolicies();
else {
const body = getEl('policyListBody');
if (body) body.innerHTML = `<tr><td colspan="${colspan}" class="text-center">Please select an agent</td></tr>`;
// if (body) body.innerHTML = `<tr><td colspan="${colspan}" class="text-center">Please select an agent</td></tr>`;
if (body) body.innerHTML = `<tr><td colspan="${colspan}" class="text-center">Please select a POS</td></tr>`;
reloadDataTable();
}
});
@ -843,6 +902,7 @@ document.addEventListener('DOMContentLoaded', function () {
// Determine if we should freeze edits
const shouldFreeze =
(freeze > 0 && type === 'view') ||
(freeze > 0 && type === 'edit') ||
(payout_status === 2 && (type === 'adjustment' || type === 'edit'));

45
app/Views/invoice_template_2.php
View File

@ -95,6 +95,7 @@
<div class="invoice-container">
<table>
<!--
<?php if(isset($agent_name)) : ?>
<tr>
<td colspan="3" class="header"><?= $agent_name ?></td>
@ -106,7 +107,42 @@
<td colspan="3" class="header"><?= $agent_address ?></td>
</tr>
<?php endif; ?>
-->
<?php if(isset($pos_name)) : ?>
<tr>
<td colspan="3" class="header"><?= $pos_name ?></td>
</tr>
<?php endif; ?>
<?php if(isset($pos_address) && !empty($pos_address)) :
$pos_a = trim($pos_address ?? '');
$pos_c = trim($pos_city ?? '');
$pos_s = trim($pos_state ?? '');
$pos_p = trim($pos_pincode ?? '');
if ($pos_p === '0' || $pos_p === 0) {$pos_p = '';}
$address = '';
if ($pos_a && $pos_c && $pos_s && $pos_p) { $address = "$pos_a, <br>$pos_c, $pos_s - $pos_p.";
} elseif ($pos_a && $pos_c && $pos_s) { $address = "$pos_a, <br>$pos_c, $pos_s.";
} elseif ($pos_a && $pos_c && $pos_p) { $address = "$pos_a, <br>$pos_c - $pos_p.";
} elseif ($pos_a && $pos_s && $pos_p) { $address = "$pos_a, <br>$pos_s - $pos_p.";
} elseif ($pos_a && $pos_c) { $address = "$pos_a, <br>$pos_c.";
} elseif ($pos_a && $pos_s) { $address = "$pos_a, <br>$pos_s.";
} elseif ($pos_a && $pos_p) { $address = "$pos_a - $pos_p.";
} elseif ($pos_c && $pos_s && $pos_p) { $address = "$pos_c, $pos_s - $pos_p.";
} elseif ($pos_c && $pos_s) { $address = "$pos_c, $pos_s.";
} elseif ($pos_c && $pos_p) { $address = "$pos_c - $pos_p.";
} elseif ($pos_s && $pos_p) { $address = "$pos_s - $pos_p.";
} elseif ($pos_a) { $address = "$pos_a<br>";
} elseif ($pos_c) { $address = "$pos_c.";
} elseif ($pos_s) { $address = "$pos_s.";
} elseif ($pos_p) { $address = "$pos_p.";
} else { $address = '-';}
?>
<tr>
<td colspan="3" class="header"><?= $address ?></td>
</tr>
<?php endif; ?>
<tr>
<td class="section-header">Bill To:</td>
<td class="section-header">Invoice No</td>
@ -144,11 +180,18 @@
<strong>Amount Payable in words : <?= isset($invoice_no) && !empty($invoice_amount) ? numberToWords((int)$invoice_amount) . ' Only' : "-" ?> </strong>
</div>
<div class="bank-details">
<!-- <div class="bank-details">
<strong>BANK ACCOUNT DETAILS</strong><br>
ACCOUNT NUMBER : <?= isset($agent_account_no) && !empty($agent_account_no) ? $agent_account_no : "-" ?><br>
IFSC CODE : <?= isset($agent_ifsc_code) && !empty($agent_ifsc_code) ? $agent_ifsc_code : "-" ?><br>
Bank NAME : <?= isset($agent_bank_name) && !empty($agent_bank_name) ? $agent_bank_name : "-" ?>
</div> -->
<div class="bank-details">
<strong>BANK ACCOUNT DETAILS</strong><br>
ACCOUNT HOLDER NAME : <?= isset($account_holder_name) && !empty($account_holder_name) ? $account_holder_name : "-" ?><br>
ACCOUNT NUMBER : <?= isset($account_number) && !empty($account_number) ? $account_number : "-" ?><br>
IFSC CODE : <?= isset($ifsc_code) && !empty($ifsc_code) ? $ifsc_code : "-" ?><br>
Bank NAME : <?= isset($bank_name) && !empty($bank_name) ? $bank_name : "-" ?>
</div>
<div class="signature">

6
app/Views/layout/header.php
View File

@ -1808,6 +1808,9 @@
<li>
<a href="<?= base_url('/util/rtoMaster') ?>"> RTO </a>
</li>
<li>
<a href="<?= base_url('/util/partnerPOS') ?>"> POS </a>
</li>
<?php } ?>
@ -2095,6 +2098,9 @@
<li>
<a href="<?= base_url('/frontend_content') ?>">Front-end Content</a>
</li>
<li>
<a href="<?= base_url('/FAQ?return_type=web') ?>"> FAQ's </a>
</li>
</ul>
</div>
</li>

4
app/Views/nhance_branch_list.php
View File

@ -107,7 +107,7 @@
text: 'Add',
className: 'btn app-btn-primary mr-2',
action: function(e, dt, node, config) {
openModal()
resetValues();openModal();
}
},
{
@ -118,7 +118,7 @@
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
title: 'Policy-Tranction-Inception-List',
title: 'NHance-Branch-List',
className: 'app-btn-primary ',
exportOptions: {
columns: ':not(:last-child)'

11
app/Views/payout_list.php
View File

@ -209,7 +209,8 @@
<th class="font-weight-medium">UTR Total Amount</th>
<th class="font-weight-medium">Balance</th>
<th class="font-weight-medium">Status</th>
<th class="font-weight-medium">Agent</th>
<!-- <th class="font-weight-medium">Agent</th> -->
<th class="font-weight-medium">POS</th>
<th class="font-weight-medium">Action</th>
</tr>
</thead>
@ -224,15 +225,17 @@
<td> <?= format_indian_number($row['total_utr_amount']) ?> </td>
<td> <?= format_indian_number($row['balance_amount']) ?> </td>
<td> <?= $row['status_text'] ?> </td>
<td> <?= $row['agent_name'] ?? " - " ?> </td>
<!-- <td> <?= $row['agent_name'] ?? " - " ?> </td> -->
<td> <?= $row['pos_name'] ?? " - " ?> </td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item" onclick="fetchUtrDetails(<?= $row['id'] ?>, '<?= $row['invoice_no'] ?>')"><i class="mdi mdi-bank-transfer mr-2 text-muted font-18 vertical-middle"></i>UTR</a>
<a href="<?= base_url('payout/invoices?type=edit&id=' . $row['id']) ?>" class="dropdown-item"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
<!-- <a href="<?= base_url('payout/invoices?type=edit&id=' . $row['id']) ?>" class="dropdown-item"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a> -->
<a href="<?= base_url('payout/invoices?type=view&id=' . $row['id']) ?>" class="dropdown-item"><i class="mdi mdi-eye mr-2 text-muted font-18 vertical-middle"></i>View</a>
<a href="<?= base_url('payout/invoices?type=adjustment&id=' . $row['id']) ?>" class="dropdown-item"><i class="mdi mdi-tune mr-2 text-muted font-18 vertical-middle"></i>Adjustment</a>
<a onclick="fetchPreviewInvoiceDetails(<?= $row['id'] ?>, '<?= $row['invoice_no'] ?>')" class="dropdown-item"><i class="mdi mdi-eye mr-2 text-muted font-18 vertical-middle"></i>Preview Invoice</a>
<a onclick="fetchPreviewInvoiceDetails(<?= $row['id'] ?>, '<?= $row['invoice_no'] ?>')" class="dropdown-item"><i class="mdi mdi-file mr-2 text-muted font-18 vertical-middle"></i>Preview Invoice</a>
</div>
</div>
</td>

29
app/Views/payout_list_handler.php
View File

@ -14,7 +14,7 @@
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="client_branch">Agents<span class="text-danger"></span></label>
<select class="form-control" id="agent_id" name="agent_id">
<option value="">Select Agent</option>
@ -24,6 +24,17 @@
<?php endforeach; ?>
<?php endif; ?>
</select>
</div> -->
<div class="form-group col-md-3">
<label for="pos_id">POS<span class="text-danger"></span></label>
<select class="form-control" id="pos_id" name="pos_id">
<option value="">Select POS (Manager)</option>
<?php if (isset($pos_list) && !empty($pos_list)) : ?>
<?php foreach ($pos_list as $pos) : ?>
<option value="<?= $pos['id']; ?>"><?= htmlspecialchars($pos['name'] . ' (' . $pos['manager_name'] . ')'); ?></option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
<div class="form-group col-md-3">
@ -72,7 +83,8 @@
let utrHasBeenChanged = false;
$(document).ready(function(){
$('#agent_id').select2();
// $('#agent_id').select2(); because dropdown hided
$('#pos_id').select2();
$('#startDate').val('');
$('#endDate').val('');
$('#reportrange').val('');
@ -121,7 +133,8 @@
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#agent_id').val('').change();
// $('#agent_id').val('').change(); because dropdown hided
$('#pos_id').val('').change();
$('#status_id').val('').change();
// Clear the date range inputs
@ -135,14 +148,15 @@
function fetchPayoutList(internalCall = false)
{
let agent_id = $('#agent_id').val();
// let agent_id = $('#agent_id').val(); because dropdown hided
let pos_id = $('#pos_id').val();
let status_id = $('#status_id').val();
let start_date = $('#startDate').val();
let end_date = $('#endDate').val();
console.log({agent_id, status_id, start_date, end_date, internalCall, utrHasBeenChanged});
console.log({pos_id, status_id, start_date, end_date, internalCall, utrHasBeenChanged});
if(!internalCall){
if (!agent_id && !status_id && !start_date && !end_date) {
if (!pos_id && !status_id && !start_date && !end_date) {
toastr.warning("Please select any one filter!", "WARNING");
return false;
}
@ -152,7 +166,8 @@
// Data to send in the AJAX request
let requestData = {
agent_id: agent_id,
// agent_id: agent_id, because dropdown hided
pos_id: pos_id,
status_id: status_id,
start_date: start_date,
end_date: end_date,

59
app/Views/policy_transaction_endorsement_form.php
View File

@ -2446,26 +2446,71 @@
// }
// }
// if(allocg == "EB"){
// $('.hideter').hide();
// $('.hidetp').hide();
// $('.hidecoter').hide()
// $('.hidecotp').hide()
// }else{
// $('.hidetp').show();
// if(is_co_pay_yes == 1){
// $('.hidecotp').show();
// $('#table_tr_7').show();
// $('#table_tr_35').show();
// $('#table_tr_3').show();
// }else{
// $('.hidecotp').hide();
// $('#table_tr_7').hide();
// $('#table_tr_35').hide();
// $('#table_tr_3').hide();
// }
// if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
// $('.hideter').show();
// if(is_co_pay_yes == 1){
// $('.hidecoter').show();
// }else{
// $('.hidecoter').hide();
// }
// }else{
// $('.hideter').hide();
// }
// }
if(allocg == "EB"){
$('.hideter').hide();
$('.hidetp').hide();
$('.hidecoter').hide()
$('.hidecotp').hide()
}else{
} else if(allocg == "Non-EB"){
$('.hidetp').hide();
$('.hidecotp').hide();
$('.hideter').show();
if(is_co_pay_yes == 1){
$('.hidecoter').show();
}else{
$('.hidecoter').hide();
}
} else if(allocg == "Motor"){
$('.hideter').hide();
$('.hidecoter').hide();
$('.hidetp').show();
if(is_co_pay_yes == 1){
$('.hidecotp').show();
$('#table_tr_7').show();
$('#table_tr_35').show();
$('#table_tr_3').show();
}else{
$('.hidecotp').hide();
$('#table_tr_7').hide();
$('#table_tr_35').hide();
$('#table_tr_3').hide();
}
} else{
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('.hideter').show();
if(is_co_pay_yes == 1){

425
app/Views/policy_transaction_inception_form.php
View File

@ -325,6 +325,10 @@
<input type="hidden" name="issuer" id="issuer" value="2">
<input type="hidden" name="base_cd_amount" id="base_cd_amount">
<input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
<input type="hidden" name="salse_person_manager_id" id="salse_person_manager_id">
<input type="hidden" name="service_person_manager_id" id="service_person_manager_id">
<input type="hidden" name="service_person_branch_id" id="service_person_branch_id">
<input type="hidden" name="issuer_branch" id="issuer_branch">
<!-- <input type="hidden" id="cd_ac_no_for_edit"> -->
<input type="hidden" id="premium_details_unique_id">
@ -345,7 +349,7 @@
</label>
<div class="card mb-1">
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_0">
<div class="card-body">
<div class="card-body" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
<div class="row">
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger">*</span></label>
@ -420,7 +424,7 @@
</select>
</div> -->
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="client_branch">Nhance Branch<span class="text-danger">*</span></label>
<select class="form-control" id="issuer_branch" name="issuer_branch" required>
<option value="">Select Nhance Branch</option>
@ -432,7 +436,8 @@
}
?>
</select>
</div>
</div> -->
</div>
</div>
</div>
@ -452,15 +457,15 @@
<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>
<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="card-body" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
<div class="row" id="policyholdernamediv" style="display: none;">
<div class="form-group col-md-3">
<label for="bp_igst">Policyholder Name</label>
@ -485,7 +490,6 @@
</div>
</div>
</div>
<hr>
<div class="row">
<div class="form-group col-md-3">
@ -654,6 +658,48 @@
</div>
</div>
</div>
<!-- Policy Docs Row -->
<div class="row" id="policy_docs" style="display: none;">
<div class="col-md-12">
<div id="accordion_23" class="mb-0">
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
<span class="font-color-black">Policy Docs</span>
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwentyTwo"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</label>
<div class="card mb-1">
<div id="collapseTwentyTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_23">
<div class="card-body" id="policy_docs_div" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
</div>
</div>
</div>
</div>
</div>
</div>
<!-- Vehicle Docs Row -->
<div class="row" id="vehicle_docs" style="display: none;">
<div class="col-md-12">
<div id="accordion_22" class="mb-0">
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
<span class="font-color-black">Vehicle Docs</span>
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwentyThree"
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="collapseTwentyThree" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_22">
<div class="card-body" id="vehicle_docs_div" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
</div>
</div>
</div>
</div>
</div>
</div>
<!-- sales Row -->
<div class="row" id="sales_row" style="display: none;">
@ -668,7 +714,7 @@
</label>
<div class="card mb-1">
<div id="collapseThree" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_2">
<div class="card-body">
<div class="card-body" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
<div class="row">
<div class="form-group col-md-3" id="base_policy_id" style="display: none;">
@ -779,7 +825,7 @@
name="renewal_date" placeholder="DD/MM/YYYY">
</div>
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="sales_generated_by">Sales Generated By</label>
<select class="form-control" id="sales_generated_by" name="sales_generated_by">
<option value="" selected>Select Sales Person</option>
@ -805,6 +851,65 @@
<?php } ?>
<?php } ?>
</select>
</div> -->
<div class="form-group col-md-3">
<label for="sales_generated_by" class="d-flex align-items-center">
<span class="flex-grow-1">Sales Generated By</span>
<small id="nhance_branch_info"
class="text-right"
style="font-size: x-small;">
</small>
<small id="salse_rm_info"
class="text-right"
style="font-size: x-small;">
</small>
</label>
<select class="form-control" id="sales_generated_by" name="sales_generated_by" onchange="setNhanceBranch(this, 'nhance_branch_info'); setRM(this, 'salse_rm_info')" autocomplete="off">
<option value="" selected>Select Sales Person</option>
<?php if (isset($salse_team)) { ?>
<?php foreach ($salse_team as $value) { ?>
<option value="<?= $value['id'];?>"
data-nbid="<?= $value['nhance_branch_id'];?>"
data-nbname="<?= $value['nhance_branch_name'];?>"
data-rmid="<?= $value['rm_id'];?>"
data-rmname="<?= $value['rm_name'];?>"
>
<?= $value['first_name'];?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="serviced_by" class="d-flex align-items-center" >
<span class="flex-grow-1">Serviced By</span>
<small id="service_nhance_branch_info"
class="text-right"
style="font-size: x-small;">
</small>
<small id="service_rm_info"
class="text-right"
style="font-size: x-small;">
</small>
</label>
<select class="form-control" id="serviced_by" name="serviced_by" onchange="setNhanceBranch(this, 'service_nhance_branch_info'); setRM(this, 'service_rm_info')">
<option value="" selected>Select Service Person</option>
<?php if (isset($ACM)) { ?>
<?php foreach ($ACM as $value) { ?>
<option value="<?= $value['id'];?>"
data-nbid="<?= $value['nhance_branch_id'];?>"
data-nbname="<?= $value['nhance_branch_name'];?>"
data-rmid="<?= $value['rm_id'];?>"
data-rmname="<?= $value['rm_name'];?>"
>
<?= $value['first_name'];?>
</option>
<?php } ?>
<?php } ?>
</select>
</div>
</div>
@ -826,7 +931,7 @@
</label>
<div class="card mb-0">
<div id="collapseFour" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_3">
<div class="card-body">
<div class="card-body" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
<div class="row d-none" id="add_more_row">
<div class="col-md-2">
<!-- <label for="setInsurerCount">Insurer Count : </label> -->
@ -877,7 +982,7 @@
<tr id="table_tr_4">
<td>Base Premium</td>
</tr>
<tr class="hidetp" id="table_tr_5">
<tr class="hidetp" id="table_tr_5" style="display: none;">
<td id="tp_premium_td">TP Premium</td>
</tr>
<tr class="hideter" id="table_tr_6" style="display: none;">
@ -1745,11 +1850,28 @@
var is_co_pay_yes = $('#cop_yes').prop('checked') ? 1 : 0;
if(allocg == "EB"){
$('.hideter').hide();
$('.hidetp').hide();
$('.hidecoter').hide()
$('.hidecotp').hide()
}else{
} else if(allocg == "Non-EB"){
$('.hidetp').hide();
$('.hidecotp').hide();
$('.hideter').show();
if(is_co_pay_yes == 1){
$('.hidecoter').show();
}else{
$('.hidecoter').hide();
}
} else if(value == 8){
$('.hideter').hide();
$('.hidecoter').hide();
$('.hidetp').show();
if(is_co_pay_yes == 1){
@ -1758,6 +1880,8 @@
$('.hidecotp').hide();
}
} else{
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('.hideter').show();
if(is_co_pay_yes == 1){
@ -1770,6 +1894,7 @@
}
}
// do not remove this commented item
// if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
// $('.hideter').show();
@ -1827,7 +1952,7 @@
$('#vhnodiv').show();
$('#client_type_div').hide();
$('#policyholdernamediv').hide();
$('#hide_vehicle_tab').show();
// $('#hide_vehicle_tab').show();
$('#client_type').addClass('readonly-select ');
$('#client_id').addClass('readonly-select ').select2('destroy');
$('#client_branch_id').addClass('readonly-select ').select2('destroy');
@ -1835,7 +1960,7 @@
$('#vehicle_no').val("").select2();
$('#vhnodiv').hide();
$('#client_type_div').show();
$('#hide_vehicle_tab').hide();
// $('#hide_vehicle_tab').hide();
$('#client_type').removeClass('readonly-select ');
$('#client_id').removeClass('readonly-select ').select2();
$('#client_branch_id').removeClass('readonly-select ').select2();
@ -1896,6 +2021,14 @@
$("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
}
if(value == 8){
addHTMLInputForVehicleFileUpload(null, 'vehicle_docs_div')
$('#vehicle_docs').show();
}else{
$('#vehicle_docs').hide();
$('#vehicle_docs_div').empty();
}
});
})
@ -1935,7 +2068,7 @@
$('[name="calc_policy_issue_date[]"]').each(function () {
$(this).val('').removeClass('readonly-select');
});
let policy_issue_date = $('#policy_issue_date').val();
if ($('#cop_yes').is(':checked') && $(this).is(':checked')) {
$('#follower_policy_no_' + uniqueid).prop('readonly', true);
@ -1945,6 +2078,20 @@
$('#calc_policy_issue_date_1').val(policy_issue_date).addClass('readonly-select');
}
if ($(this).is(':checked')) {
// Hide all
$('[name="cd_ac_no_for_child[]"]').hide();
$('[id^="cd_current_balance_"]').hide();
// Show only current one
$('#cd_ac_no_' + uniqueid).show();
$('#cd_current_balance_' + uniqueid).show();
} else {
// Show all back
$('[name="cd_ac_no_for_child[]"]').show();
$('[id^="cd_current_balance_"]').show();
}
});
$(document).on('change', 'select[name="relationship[]"]', function() {
@ -2333,6 +2480,10 @@
$('#is_cd_reduce_from_bds').prop('checked', false);
}
$('#vehicle_docs').hide();
$('#vehicle_docs_div').empty();
} else {
console.log('No data found');
}
@ -2468,7 +2619,7 @@
$('#sgst_' + input).val(isFinite($('#sgst_' + input).val()) ? $('#sgst_' + input).val() : 0);
}
function amountCalculation(input) {
function amountCalculation(input, name = null) {
console.log('############################## AMOUNT CALCULATION ############################################')
console.log('amountCalculation : ' + input);
@ -2653,7 +2804,7 @@
// $('#variance_' + input).val(!isNaN(variance) && isFinite(variance) ? variance.toFixed(2) : '0.00');
let policy_type_id = $('#policy_type_id').val();
if(policy_type_id > 7){
if(policy_type_id > 7 && name == "base_premium[]"){
checkCDAmountForBasePremium(input);
}else{
console.log("First Skip the Ajax Call these are group policies");
@ -4013,7 +4164,58 @@
$('#cop_yes').change(function() {
var selectedOption = $('#policy_type_id').find('option:selected');
var bap = selectedOption.data('bap');
var allocg = selectedOption.data('allocg');
var policy_type_id = $('#policy_type_id').val();
if(allocg == "EB"){
$('.hideter').hide();
$('.hidetp').hide();
$('.hidecoter').hide()
$('.hidecotp').hide()
} else if(allocg == "Non-EB"){
$('.hidetp').hide();
$('.hidecotp').hide();
$('.hideter').show();
if($(this).is(':checked')){
$('.hidecoter').show();
}else{
$('.hidecoter').hide();
}
} else if(policy_type_id == 8){
$('.hideter').hide();
$('.hidecoter').hide();
$('.hidetp').show();
if($(this).is(':checked')){
$('.hidecotp').show();
}else{
$('.hidecotp').hide();
}
} else{
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('.hideter').show();
if($(this).is(':checked')){
$('.hidecoter').show();
}else{
$('.hidecoter').hide();
}
}else{
$('.hideter').hide();
}
}
if ($(this).is(':checked')) {
$('#add_more_row').removeClass('d-none');
$('.payby').removeClass('d-none');
$('#table_tr_2').show()
@ -4021,12 +4223,6 @@
$('#table_tr_7').show()
$('#table_tr_35').show()
var selectedOption = $('#policy_type_id').find('option:selected');
var bap = selectedOption.data('bap');
var allocg = selectedOption.data('allocg');
// console.log('allocg:', allocg);
// do not remove this commented items
// if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
// $('.hidecoter').show()
@ -4042,31 +4238,31 @@
// }
// }
if(allocg == "EB"){
$('.hideter').hide();
$('.hidetp').hide();
$('.hidecoter').hide()
$('.hidecotp').hide()
}else{
// if(allocg == "EB"){
// $('.hideter').hide();
// $('.hidetp').hide();
// $('.hidecoter').hide()
// $('.hidecotp').hide()
// }else{
$('.hidetp').show();
if($(this).is(':checked')){
$('.hidecotp').show();
}else{
$('.hidecotp').hide();
}
// $('.hidetp').show();
// if($(this).is(':checked')){
// $('.hidecotp').show();
// }else{
// $('.hidecotp').hide();
// }
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('.hideter').show();
if($(this).is(':checked')){
$('.hidecoter').show();
}else{
$('.hidecoter').hide();
}
}else{
$('.hideter').hide();
}
}
// if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
// $('.hideter').show();
// if($(this).is(':checked')){
// $('.hidecoter').show();
// }else{
// $('.hidecoter').hide();
// }
// }else{
// $('.hideter').hide();
// }
// }
// $('input[name="co_share_per[]"], input[name="co_premium[]"]').each(function () {
// $(this).val(''); // Clear value
@ -4825,11 +5021,28 @@
// }
if(allocg == "EB"){
$('.hideter').hide();
$('.hidetp').hide();
$('.hidecoter').hide()
$('.hidecotp').hide()
}else{
} else if(allocg == "Non-EB"){
$('.hidetp').hide();
$('.hidecotp').hide();
$('.hideter').show();
if(is_co_pay_yes == 1){
$('.hidecoter').show();
}else{
$('.hidecoter').hide();
}
} else if(policy_type_id == 8){
$('.hideter').hide();
$('.hidecoter').hide();
$('.hidetp').show();
if(is_co_pay_yes == 1){
@ -4838,6 +5051,8 @@
$('.hidecotp').hide();
}
} else{
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('.hideter').show();
if(is_co_pay_yes == 1){
@ -4850,6 +5065,32 @@
}
}
// if(allocg == "EB"){
// $('.hideter').hide();
// $('.hidetp').hide();
// $('.hidecoter').hide()
// $('.hidecotp').hide()
// }else{
// $('.hidetp').show();
// if(is_co_pay_yes == 1){
// $('.hidecotp').show();
// }else{
// $('.hidecotp').hide();
// }
// if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
// $('.hideter').show();
// if(is_co_pay_yes == 1){
// $('.hidecoter').show();
// }else{
// $('.hidecoter').hide();
// }
// }else{
// $('.hideter').hide();
// }
// }
var std_bp = 0;
var std_tp = 0;
var std_tep = 0;
@ -5493,16 +5734,18 @@
});
$(document).on('change', '#insurerTable input, #insurerTable select, #insurerTable textarea', function() {
// console.log('Changed in table:', $(this).attr('name'), 'Value:', $(this).val());
getColumnIndexes()
console.log('Changed in table:', $(this).attr('name'), 'Value:', $(this).val());
getColumnIndexes(0, $(this).attr('name'))
});
function getColumnIndexes(count = 0) {
function getColumnIndexes(count = 0, name = null) {
$('#insurerTable thead th').each(function(index) {
if (index === 0) {
console.log("Premium Table columnIndexes is", index);
} else {
amountCalculation(index);
amountCalculation(index, name);
if(count == 1){
amountCalculation(index);
}
@ -6422,8 +6665,6 @@
}
function generateShortName() {
let clientInput = $("#client_name");
let shortInput = $("#short_name");
@ -6593,4 +6834,76 @@
}
}
function setNhanceBranch(select, show_id) {
if (!select || !select.options || select.selectedIndex < 0) {
console.warn('No option selected yet');
return;
}
let selectedOption = select.options[select.selectedIndex];
let nbID = selectedOption.getAttribute('data-nbid');
let nbName = selectedOption.getAttribute('data-nbname');
console.log('NB ID:', nbID);
console.log('NB Name:', nbName);
if(show_id == "nhance_branch_info"){
$('#issuer_branch').val(nbID ? nbID : '');
}else{
$('#service_person_branch_id').val(nbID ? nbID : '');
}
let nbDiv = document.getElementById(show_id);
if (!nbID || !nbName) {
nbDiv.innerHTML = '';
nbDiv.classList.remove('show');
return;
}
nbDiv.innerHTML =
'<span class="text-success">' + nbName + '</span>' +
' <span class="vehicle-badge success">✓ Nhance Branch</span>';
nbDiv.classList.add('show');
}
function setRM(select, show_id) {
if (!select || !select.options || select.selectedIndex < 0) {
console.warn('No option selected yet');
return;
}
let selectedOption = select.options[select.selectedIndex];
let rmid = selectedOption.getAttribute('data-rmid');
let rmname = selectedOption.getAttribute('data-rmname');
console.log('RM ID:', rmid);
console.log('RM Name:', rmname);
if(show_id == "salse_rm_info"){
$('#salse_person_manager_id').val(rmid ? rmid : '');
}else{
$('#service_person_manager_id').val(rmid ? rmid : '');
}
let rmDiv = document.getElementById(show_id);
if (!rmid || !rmname) {
rmDiv.innerHTML = '';
rmDiv.classList.remove('show');
return;
}
rmDiv.innerHTML =
'<span class="text-success">' + rmname + '</span>' +
' <span class="vehicle-badge success">✓ RM</span>';
rmDiv.classList.add('show');
}
</script>

68
app/Views/policy_transaction_inception_list.php
View File

@ -574,12 +574,14 @@ $(document).ready(function() {
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
{
{
text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom"> Add </span>',
className: 'btn app-btn-primary mr-2',
action: function (e, dt, node, config) {
hide_list_show_add();
addInsurerColumn() ;
addInsurerColumn();
addHTMLInput(null, 'policy_docs_div');
$('#policy_docs').show()
}
},
{
@ -720,6 +722,7 @@ function hide_list_show_add()
$('#inception_filter').hide()
$('#policyholdernamediv').hide();
$('.branchdiv').show();
}
function show_list_hide_add()
@ -1000,23 +1003,33 @@ function getPolicyDetailsByPolicyId(input)
}
}
function addHTMLInput(data = null)
{
const container = document.getElementById('dynamic-form-container');
function addHTMLInput(data = null, container_id = 'dynamic-form-container')
{
console.log('container_id', container_id);
const container = document.getElementById(container_id);
let required = ''
let required_star = ''
if(container_id == 'dynamic-form-container'){
required = 'required';
required_star = '*';
}
console.log('container', container);
const newRow = document.createElement('div');
newRow.className = 'form-row dynamic-form-row';
newRow.innerHTML = `
<div class="form-group col-md-5">
<label for="file_name">Document Name<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name" required>
<label for="file_name">Document Name<span class="text-danger">${required_star}</span></label>
<input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name" ${required}>
</div>
<div class="form-group col-md-5">
<label for="file">Upload File<span class="text-danger">*</span></label>
<input type="file" class="form-control" id="file_name" name="file[]" required>
<label for="file">Upload File<span class="text-danger">${required_star}</span></label>
<input type="file" class="form-control" id="file_name" name="file[]" ${required}>
</div>
<div class="form-group col-md-2" style="position: relative;top: 28px;">
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(this)">+</a>
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this, '${container_id}')">x</a>
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(null, '${container_id}')">+</a>
</div>
`;
container.appendChild(newRow);
@ -1027,9 +1040,9 @@ function addHTMLInput(data = null)
}
}
function removeHTMLInput(element)
function removeHTMLInput(element, container_id)
{
const container = document.getElementById('dynamic-form-container');
const container = document.getElementById(container_id);
const rows = container.querySelectorAll('.dynamic-form-row');
if (rows.length > 1) {
@ -1179,23 +1192,30 @@ function validateForm()
return checkInputs(); // Call checkInputs before form submission
}
function addHTMLInputForVehicleFileUpload(data = null)
{
const container = document.getElementById('dynamic-form-container-for-vehicle-file-upload');
function addHTMLInputForVehicleFileUpload(data = null, container_id = 'dynamic-form-container-for-vehicle-file-upload')
{
let required = ''
let required_star = ''
if(container_id == 'dynamic-form-container-for-vehicle-file-upload'){
required = 'required';
required_star = '*';
}
const container = document.getElementById(container_id);
const newRow = document.createElement('div');
newRow.className = 'form-row dynamic-form-row';
newRow.innerHTML = `
<div class="form-group col-md-5">
<label for="file_name">Document Name<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="docs_name" name="other_docs_name[]" placeholder="Enter file name" required>
<label for="file_name">Document Name<span class="text-danger">${required_star}</span></label>
<input type="text" class="form-control" id="docs_name" name="other_docs_name[]" placeholder="Enter file name" ${required}>
</div>
<div class="form-group col-md-5">
<label for="file">Upload File<span class="text-danger">*</span></label>
<input type="file" class="form-control" id="file_name" name="file_name[]" required>
<label for="file">Upload File<span class="text-danger">${required_star}</span></label>
<input type="file" class="form-control" id="file_name" name="file_name[]" ${required}>
</div>
<div class="form-group col-md-2" style="position: relative;top: 28px;">
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInputForVehicleFileUpload(this)">x</a>
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInputForVehicleFileUpload(this)">+</a>
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInputForVehicleFileUpload(this, '${container_id}')">x</a>
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInputForVehicleFileUpload(null, '${container_id}')">+</a>
</div>
`;
container.appendChild(newRow);
@ -1244,9 +1264,9 @@ function appendVehicleFileTableBody(data)
});
}
function removeHTMLInputForVehicleFileUpload(element)
function removeHTMLInputForVehicleFileUpload(element, container_id)
{
const container = document.getElementById('dynamic-form-container-for-vehicle-file-upload');
const container = document.getElementById(container_id);
const rows = container.querySelectorAll('.dynamic-form-row');
if (rows.length > 1) {

484
app/Views/pos_list.php Normal file
View File

@ -0,0 +1,484 @@
<style>
.dataTables_filter {
position: absolute;
}
.dataTables_length label {height: 21px !important;}
</style>
<!-- End ADD and EDIT Page HTML -->
<div class="row" id="List-page">
<div class="col-12">
<div class="card">
<div class="card-body maincard">
<table data-custom-table-css="table" class="table table-sm m-0 table-centered dt-responsive nowrap w-100" cellspacing="a" id="user-table">
<thead class="bg-light">
<tr>
<th class="font-weight-medium">S.No.</th>
<th class="font-weight-medium">Manager</th>
<th class="font-weight-medium">POS Name</th>
<th class="font-weight-medium">POS Code</th>
<th class="font-weight-medium">Email</th>
<th class="font-weight-medium">Mobile</th>
<th class="font-weight-medium">Status</th>
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php if(isset($data['pos_list'])) { $slno = 1; ?>
<?php foreach($data['pos_list'] as $index => $row) { ?>
<tr>
<td class="text-center"><?= $slno++; ?></td>
<td><?= $row['manager_name']; ?></td>
<td><?= $row['name']; ?></td>
<td><?= $row['pos_code']; ?></td>
<td><?= $row['email']; ?></td>
<td><?= $row['mobile']; ?></td>
<td>
<span class="<?php if($row['is_active'] == 1){ echo 'badge badge-primary'; }else{ echo 'badge badge-danger'; } ?>">
<?php if($row['is_active'] == 1){ echo 'Active'; }else{ echo 'In-Active'; } ?>
</span>
</td>
<td>
<div class="btn-group dropdown" style="position: relative !important;left:0px !important;top:0px !important;">
<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" style="cursor: pointer;">
<a class="dropdown-item" data-id="<?= $row['id']; ?>" onclick="handleSaveEditAndDelete('edit', this)">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
<?php if ($row['is_active'] == 1): ?>
<a class="dropdown-item" data-id="<?= $row['id']; ?>" onclick="handleSaveEditAndDelete('remove', this)">
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
</a>
<?php endif; ?>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } else { ?>
<tr>
<td colspan="3" class="text-center">No data available</td>
</tr>
<?php } ?>
</tbody>
</table>
</div>
</div>
</div>
</div>
<!-- modal content -->
<div id="con-close-modal" class="modal fade app-font-family" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true" style="display: none;" data-backdrop="static">
<div class="modal-dialog modal-dialog-centered modal-lg">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="modalLabel">Add POS Details</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<!-- <form class="parsley-examples" id="partnerPOSForm" enctype="multipart/form-data"> -->
<form id="partnerPOSForm" enctype="multipart/form-data">
<input type="hidden" name="pk" id="pos_id"/>
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="manager_id">Manager<span class="text-danger">*</span></label>
<select class="form-control" id="manager_id" name="manager_id" required>
<option value="" selected>Select Manager</option>
<?php if (!empty($data['manager_list'])): ?>
<?php foreach ($data['manager_list'] as $value): ?>
<option value="<?= esc($value['id']) ?>">
<?= esc($value['name']) ?>
</option>
<?php endforeach; ?>
<?php endif; ?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label for="name">Name<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="name" name="name" placeholder="Enter Name" required>
</div>
<div class="form-group col-md-3">
<label for="pos_code">POS Code<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="pos_code" name="pos_code" placeholder="Enter Code" required>
</div>
<div class="form-group col-md-3">
<label for="email">Email<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="email" name="email" placeholder="Enter Email" required>
<small id="email_error" class="text-danger d-none"></small>
</div>
<div class="form-group col-md-3">
<label for="mobile">Mobile<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="mobile" name="mobile" placeholder="Enter Mobile" maxlength="10" inputmode="numeric" pattern="[0-9]{10}" required>
<small id="mobile_error" class="text-danger d-none"></small>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label for="address">Address<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="address" name="address" placeholder="Enter Address" required>
</div>
<div class="form-group col-md-3">
<label for="city">City<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="city" name="city" placeholder="Enter City" required>
</div>
<div class="form-group col-md-3">
<label for="state">State<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="state" name="state" placeholder="Enter State" required>
</div>
<div class="form-group col-md-3">
<label for="pincode">Pincode<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="pincode" name="pincode" placeholder="Enter Pincode" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-4">
<label for="aadhar">Aadhaar Number<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="aadhar" name="aadhar" placeholder="Enter Aadhaar Number" maxlength="12" inputmode="numeric" pattern="[0-9]{12}" required>
<small id="aadhar_error" class="text-danger d-none"></small>
</div>
<div class="form-group col-md-4">
<label for="pan">PAN Number<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="pan" name="pan" placeholder="Enter PAN Number" maxlength="10" style="text-transform:uppercase" pattern="[A-Z]{5}[0-9]{4}[A-Z]{1}" required>
<small id="pan_error" class="text-danger d-none"></small>
</div>
<div class="form-group col-md-4">
<label for="gst">GST Number</label>
<input type="text" class="form-control" id="gst" name="gst" placeholder="Enter GST Number">
</div>
</div>
<div class="form-row">
<div class="form-group col-md-4">
<label for="aadhar_file_name">Aadhar</label>
<div class="input-icon">
<input type="file" class="form-control" name="aadhar_file_name" id="aadhar_file_name" accept="image/*,application/pdf">
<i class="mdi mdi-upload additional-icon"></i>
</div>
</div>
<div class="form-group col-md-4">
<label for="pan_file_name">PAN</label>
<div class="input-icon">
<input type="file" class="form-control" name="pan_file_name" id="pan_file_name" accept="image/*,application/pdf">
<i class="mdi mdi-upload additional-icon"></i>
</div>
</div>
<div class="form-group col-md-4">
<label for="certificate_file_name">Certificate</label>
<div class="input-icon">
<input type="file" class="form-control" name="certificate_file_name" id="certificate_file_name" accept="image/*,application/pdf">
<i class="mdi mdi-upload additional-icon"></i>
</div>
</div>
</div>
<div class="form-row">
<!-- <legend>Bank Details</legend> -->
<div class="form-group col-md-3">
<label for="bank_name">Bank Name</label>
<input type="text" id="bank_name" name="bank_name" class="form-control" placeholder="Enter Bank Name">
</div>
<div class="form-group col-md-3">
<label for="account_holder_name">Account Holder Name</label>
<input type="text" id="account_holder_name" name="account_holder_name" class="form-control" placeholder="Enter Account Holder Name">
</div>
<div class="form-group col-md-3">
<label for="account_number">Account Number</label>
<input type="text" id="account_number" name="account_number" class="form-control" placeholder="Enter Account Number">
</div>
<div class="form-group col-md-3">
<label for="ifsc_code">IFSC Code</label>
<input type="text" id="ifsc_code" name="ifsc_code" class="form-control" placeholder="Enter IFSC Code">
</div>
</div>
</div>
<div class="form-group text-right m-b-0">
<!-- <button type="button" class="btn app-btn-secondary waves-effect waves-light" id="btnSubmit" onclick="handleSaveEditAndDelete('submit')">Submit</button> -->
<button type="submit" class="btn app-btn-secondary" id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
<script>
var table;
$(document).ready(function () {
$('#manager_id').select2();
var ticketsTable = $('#user-table');
ticketsTable.DataTable({
scrollX: true,
// dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
// "<'row'<'col-sm-12'tr>>" +
// "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
buttons: [
{
text: 'Add',
className: 'btn app-btn-primary mr-2',
action: function(e, dt, node, config) {
resetValues();openModal();
}
},
{
extend: 'collection',
text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
className: 'btn app-btn-secondary ',
buttons: [
{
extend: 'csv',
text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
title: 'POS-List',
className: 'app-btn-primary ',
exportOptions: {
columns: ':not(:last-child)'
},
}
]
}
],
language: {
search: `
<div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
_INPUT_
<i class="mdi mdi-magnify datatable-search-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
<i class="mdi mdi-close-circle datatable-clear-icon"
style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
</div>`,
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
// ordering: false,
});
});
$('.close').click(function(){ resetValues(); })
function openModal(){
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
myModal.show();
}
function handleSaveEditAndDelete(type = 'submit', el = null) {
let form = document.getElementById('partnerPOSForm');
let url = '<?= base_url('util/partnerPOS') ?>';
let method = "POST";
let pk = el ? $(el).data('id') : null;
let formData;
if (type === 'submit') {
// if (!form.checkValidity()) {
// form.reportValidity();
// return;
// }
// if (!validateForm()) return;
// CREATE FORMDATA FROM FORM
formData = new FormData(form);
// OPTIONAL: re-append file inputs (safe for edit mode)
$('#partnerPOSForm input[type="file"]').each(function () {
if (this.files.length > 0) {
formData.set(this.name, this.files[0]); // use set(), not append()
}
});
} else if (type == 'edit') {
method = "GET";
if (pk) url += '?pk=' + pk;
$('#modalLabel').text('Edit POS Details');
$('#partnerPOSForm')[0].reset();
} else if (type == 'remove') {
method = "DELETE";
if (pk) url += '?pk=' + pk;
}
$('.loader, .loader-mask').fadeIn();
$.ajax({
url: url,
type: method,
data: (type === 'submit') ? formData : null,
processData: false,
contentType: false,
success: function (response) {
console.log('Response:', response);
if (response.status) {
if(type == 'edit'){
let record = response.data.pos_list[0]; // single record
appendEditData(record);
} 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'));
myModal.hide();
$('#partnerPOSForm')[0].reset();
window.location.reload();
}
} else {
toastr.warning(response.message, 'Warning');
}
$('.loader, .loader-mask').fadeOut();
},
error: function () {
$('.loader, .loader-mask').fadeOut();
}
});
}
function resetValues(){
$('#modalLabel').text('Add POS Details');
$('#partnerPOSForm')[0].reset();
$('#manager_id').val(null).trigger('change');
}
function appendEditData(data){
$('#pos_id').val(data.id);
$('#name').val(data.name);
$('#email').val(data.email);
$('#mobile').val(data.mobile);
$('#pos_code').val(data.pos_code);
// Instead of setting the file input
$('#current_file_name').text(data['certificate_file_name'] || 'No file uploaded');
$('#aadhar').val(data.aadhar);
$('#aadhar_file_name').text(data['aadhar_file_name'] || 'No file uploaded');
$('#pan').val(data.pan);
$('#pan_file_name').text(data['pan_file_name'] || 'No file uploaded');
$('#bank_name').val(data.bank_name);
$('#account_holder_name').val(data.account_holder_name);
$('#account_number').val(data.account_number);
$('#ifsc_code').val(data.ifsc_code);
$('#gst').val(data.gst);
$('#state').val(data.state);
$('#city').val(data.city);
$('#pincode').val(data.pincode);
$('#address').val(data.address);
openModal();
$('#con-close-modal').one('shown.bs.modal', function () {
$('#manager_id').val(data.manager_id).trigger('change');
});
}
$('#aadhar').on('input', function () {
this.value = this.value.replace(/[^0-9]/g, '');
});
$('#pan').on('input', function () {
this.value = this.value.toUpperCase().replace(/[^A-Z0-9]/g, '');
});
$('#mobile').on('input', function () {
this.value = this.value.replace(/[^0-9]/g, '');
});
$('#partnerPOSForm').on('submit', function(e) {
e.preventDefault();
const form = this;
// HTML5 built-in validation
if (!form.checkValidity()) {
form.reportValidity(); // shows required/pattern tooltips
return;
}
// Custom validation
if (!validateForm()) return;
// If valid, submit via AJAX
handleSaveEditAndDelete('submit');
});
function validateForm() {
let isValid = true;
// Clear old errors
$('.text-danger').addClass('d-none').text('');
// Regex patterns
const emailRegex = /^[^\s@]+@[^\s@]+\.[^\s@]+$/;
const mobileRegex = /^[6-9]\d{9}$/;
const aadharRegex = /^\d{12}$/;
const panRegex = /^[A-Z]{5}[0-9]{4}[A-Z]$/;
// EMAIL
const email = $('#email').val().trim();
if (email === '') {
$('#email_error').text('Email is required').removeClass('d-none');
isValid = false;
} else if (!emailRegex.test(email)) {
$('#email_error').text('Enter a valid email').removeClass('d-none');
isValid = false;
}
// MOBILE
const mobile = $('#mobile').val().trim();
if (mobile === '') {
$('#mobile_error').text('Mobile number is required').removeClass('d-none');
isValid = false;
} else if (!mobileRegex.test(mobile)) {
$('#mobile_error').text('Enter a valid 10-digit mobile number').removeClass('d-none');
isValid = false;
}
// AADHAAR
const aadhar = $('#aadhar').val().trim();
if (aadhar === '') {
$('#aadhar_error').text('Aadhaar is required').removeClass('d-none');
isValid = false;
} else if (!aadharRegex.test(aadhar)) {
$('#aadhar_error').text('Aadhaar must be 12 digits').removeClass('d-none');
isValid = false;
}
// PAN
const pan = $('#pan').val().trim();
if (pan === '') {
$('#pan_error').text('PAN is required').removeClass('d-none');
isValid = false;
} else if (!panRegex.test(pan)) {
$('#pan_error').text('Invalid PAN format (AAAPA1234A)').removeClass('d-none');
isValid = false;
}
return isValid;
}
</script>

2
app/Views/pt_form_file_upload_tab.php
View File

@ -21,7 +21,7 @@
<li class="nav-item" id="hide_file_upload" style="display: none;">
<a href="#fileupload" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
<span class="mr-1"><i class="mdi mdi-file"></i></span>
<span class="d-none d-sm-inline-block">File Upload</span>
<span class="d-none d-sm-inline-block">Policy Docs</span>
</a>
</li>
<li class="nav-item" id="hide_vehicle_tab" style="display: none;">

114
app/Views/report_bds.php
View File

@ -54,11 +54,15 @@ table.dataTable tbody td {
</div>
<div class="badge-container">
Total Rewards: <span class="text-primary" id="total_rewards">0.00</span>
IRDA Amount : <span class="text-primary" id="total_irda">0.00</span>
</div>
<div class="badge-container">
Total IRDA Revenue INR: <span class="text-primary" id="total_irda">0.00</span>
Rewards: <span class="text-primary" id="total_rewards">0.00</span>
</div>
<div class="badge-container">
Revenue: <span class="text-primary" id="total_revenue">0.00</span>
</div>
<div class="badge-container">
@ -84,7 +88,7 @@ table.dataTable tbody td {
<th style="display: none;">Business Type</th>
<th style="display: none;">Client Type</th>
<th>Insured Name</th>
<th style="text-align:center;">Policy /<br>Endorsement</th>
<th style="text-align:center;">Transaction Type</th>
<th>Policy Type</th>
<th style="display: none;">BAP Group</th>
<th style="display: none;">Vehicle Number</th>
@ -99,23 +103,60 @@ table.dataTable tbody td {
<th style="display: none;">Reference</th>
<th style="display: none;">Remarks</th>
<th>BP Premium</th>
<th>TP/Ter Premium</th>
<th>TP Premium</th>
<th style="text-align:center;">Premium <br>(without GST)</th>
<!-- <th style="display: none;">GST @ 18%</th> -->
<th style="display: none;">Total Premium</th>
<th>BP%</th>
<th>TP/Ter%</th>
<th>Agreed BP %</th>
<th>Agreed TP %</th>
<th style="display: none;">Rewards</th>
<th>Agreed Amount</th>
<th>Invoiced Amount</th>
<th>Outstanding Amount</th>
<th style="display: none;">Salse Person</th>
<th style="display: none;">Service Person</th>
<th style="display: none;">Nhance Branch</th>
<th style="display: none;">Salse Person Branch</th>
<th style="display: none;">Installment</th>
<th style="display: none;">Data Received Date</th>
<th style="display: none;">Renewal Date</th>
<th style="display: none;">Co-Premium</th>
<th style="display: none;">Remuneration Pay By Leader</th>
<th style="display: none;">Salse Person Manager</th>
<th style="display: none;">Service Person Manager</th>
<th style="display: none;">Service Person Branch</th>
<th style="display: none;">Rollover Date</th>
<th style="display: none;">Policyholder Name</th>
<th style="display: none;">Insured (Same as Proposer)</th>
<th style="display: none;">Follower Policy No</th>
<th style="display: none;">Co-Share %</th>
<th style="display: none;">Non Commissional <br> Premium Amount</th>
<th style="display: none;">CGST</th>
<th style="display: none;">SGST</th>
<th style="display: none;">IGST</th>
<th style="display: none;">Stamp Duty</th>
<th style="display: none;">Standard BP %</th>
<th style="display: none;">Standard TP %</th>
<th style="display: none;">Actual BP Amount</th>
<th style="display: none;">Actual TP Amount</th>
<th style="display: none;">Actual BP %</th>
<th style="display: none;">Actual TP %</th>
<th style="display: none;">Actual BP Remuneration Amount</th>
<th style="display: none;">Actual TP Remuneration Amount</th>
<th style="display: none;">CD Account No</th>
</tr>
</thead>
<tbody>
@ -148,13 +189,14 @@ table.dataTable tbody 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['total_irda_amt'] != 0.00) ? ($row['bp_amt'] ?: '0.00') : '0.00'; ?></td>
<td class="right-align-input"><?php echo $row['tp_or_ter'] ?: '0.00'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['tp_or_ter'] ?: '0.00') : '0.00'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['premium_wo_gst'] ?: '0.00') : '0.00'; ?></td>
<!-- <td class="right-align-input" style="display: none;"><?php echo $row['gst_amount']; ?></td> -->
<td class="right-align-input" style="display: none;"><?php echo $row['total_premium'] ?: '0.00'; ?></td>
<td class="right-align-input"><?php echo $row['agreed_bp_per'] ?: '0.00'; ?>%</td>
<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'] ?: '0.00';?>%</td>
<td class="right-align-input" style="display: none;"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['total_premium'] ?: '0.00') : '0.00'; ?></td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_bp_per'] ?: '0.00') : '0.00'; ?>%</td>
<td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00'; ?>%</td>
<td class="right-align-input" style="display: none;"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
<?php
@ -169,7 +211,8 @@ table.dataTable tbody td {
$exp_amt = isset($row['exp_amt']) && $row['exp_amt'] !== '' ? (float)$row['exp_amt'] : 0;
// $max_amount = max($irda_amt, $exp_amt);
// $total_irda_amt = number_format($max_amount, 2, '.', '');
$total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];
// $total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];
$total_irda_amt = $row['total_irda_amt'] ?? '0.00';
?>
<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $total_irda_amt; ?></td>
<td class="right-align-input"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
@ -189,7 +232,9 @@ table.dataTable tbody td {
<td class="right-align-input">
<?php echo
// number_format((float)$unbilled_amt,2, '.', '')
number_format((float)$row['unbilled_amount'],2, '.', '');
// number_format((float) ($row['unbilled_amount'] ?: 0), 2, '.', '');
$unbilled = isset($row['unbilled_amount']) ? $row['unbilled_amount'] : '0.00';
number_format($unbilled, 2, '.', '');
?>
</td>
<td style="display: none;"><?php echo $row['salse_person_name'] ?: 'N/A'; ?></td>
@ -198,6 +243,44 @@ table.dataTable tbody td {
<td style="display: none;"><?php echo $row['installment'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])) ?></td>
<td style="display: none;"><?php echo empty($row['renewal_date']) ? 'N/A' : date('d/m/Y', strtotime($row['renewal_date'])) ?></td>
<td style="display:none;"><?php echo $row['co_share'] ?? 'No'; ?></td>
<td style="display:none;"><?php echo $row['bro_payable_by'] ?? 'No'; ?></td>
<td style="display:none;"><?php echo $row['salse_manager_name'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo $row['service_manager_name'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo $row['service_branch'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo empty($row['rollover_date']) ? 'N/A' : change_date_format($row['rollover_date'], 'Y-m-d', 'd/m/Y') ?? 'N/A'; ?> </td>
<td style="display:none;"><?php echo $row['policy_holder_name'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo $row['same_as_proposer'] ?? 'No'; ?></td>
<td style="display:none;"><?php echo $row['follower_policy_no'] ?: 'N/A'; ?></td>
<td style="display:none;"><?php echo number_format((float)($row['co_share_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['non_comm_per_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['bp_igst'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['bp_sgst'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['bp_cgst'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['stamp_duty'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['standerd_bp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['standerd_tp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_bp_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tp_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_bp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tp_per'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tep_brokerage_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo number_format((float)($row['actual_tp_brokerage_amt'] ?? 0), 2); ?></td>
<td style="display:none;"><?php echo $row['cd_ac_no'] ?: 'N/A'; ?></td>
</tr>
<?php } ?>
<?php } ?>
@ -602,12 +685,15 @@ $(document).ready(function() {
var totalRewards = getTotal(24);
var totalIrda = getTotal(25);
var totalBilled = getTotal(26);
var totalRevenue = parseFloat(totalIrda) + parseFloat(totalRewards);
// var totalUnbilled = getTotal(27);
// Update the totals section above the table
$('#total_premium').text(totalPremium.toFixed(2));
$('#total_rewards').text(totalRewards.toFixed(2));
$('#total_irda').text(totalIrda.toFixed(2));
// $('#total_revenue').text(totalRevenue.toFixed(2));
$('#total_revenue').text(totalIrda.toFixed(2));
$('#total_billed').text(totalBilled.toFixed(2));
// $('#total_unbilled').text(totalUnbilled.toFixed(2));
var totalUnbilled = getUniqueUnbilled(27);

430
app/Views/variance_report_list.php
View File

@ -163,10 +163,11 @@
<tr>
<th>S.No&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Client&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Client Branch&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Insurer&nbsp;&nbsp;&nbsp;&nbsp;</th>
<!-- <th>Client Branch&nbsp;&nbsp;&nbsp;&nbsp;</th> -->
<!-- <th>Insurer&nbsp;&nbsp;&nbsp;&nbsp;</th> -->
<th>Insurer Branch&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Policy&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Policy Type&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Policy No&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Endorsement No&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Premium&nbsp;&nbsp;&nbsp;&nbsp;</th>
<th>Statement Premium&nbsp;&nbsp;&nbsp;&nbsp;</th>
@ -182,10 +183,11 @@
<tr>
<td class="text-center"><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['client_branch_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<!-- <td><?php //echo $row['client_branch_name']; ?></td>
<td><?php //echo $row['insurer_name']; ?></td> -->
<td><?php echo $row['insurer_branch_name']; ?></td>
<td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td class="right-align-input"><?php echo $row['original_premium']; ?></td>
<td class="right-align-input"><?php echo isset($row['statement_premium']) ? $row['statement_premium'] : '0.00'; ?></td>
@ -198,7 +200,6 @@
<?php } ?>
</tbody>
</table>
<div>
</div>
</div><!-- end col -->
@ -206,8 +207,8 @@
</div>
</div>
<script>
let client_list = [];
let branch_list = [];
let policy_list = [];
@ -216,9 +217,7 @@
// Datatable document ready
$(document).ready(function() {
var ticketsTable = $('#scroll-horizontal-datatable');
if (ticketsTable.length) {
ticketsTable.DataTable({
scrollX: true,
@ -285,237 +284,234 @@
searchPlaceholder: "Search",
emptyTable: '<div class="text-center text-muted">No Data found</div>'
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
});
} else {
console.error("Table not found.");
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
});
} else {
console.error("Table not found.");
}
});
$(document).ready(function() {
getClientAndBranchAndPolicy()
getURLParams()
$('#client_id').select2();
$('#client_branch_id').select2();
$('#insurer_id').select2();
$('#insurer_branch_id').select2();
$('#client_policy_id').select2();
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event){
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
var policy_type_id = $('#policy_type_id').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer').val();
var client_branch_id = $('#client_branch_id').val();
var insurer_branch_id = $('#insurer_branch_id').val();
var client_policy_id = $('#client_policy_id').val();
console.log(start_date + '-' + end_date);
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
client_branch_id: client_branch_id,
insurer_branch_id: insurer_branch_id,
client_policy_id: client_policy_id,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
});
$(document).ready(function() {
getClientAndBranchAndPolicy()
getURLParams()
$('#client_id').select2();
$('#client_branch_id').select2();
$('#insurer_id').select2();
$('#insurer_branch_id').select2();
$('#client_policy_id').select2();
$('#policy_type_id').select2();
})
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function fetchEmpolyeeList(event)
{
event.preventDefault(); // Prevent default action
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
var policy_type_id = $('#policy_type_id').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer').val();
var client_branch_id = $('#client_branch_id').val();
var insurer_branch_id = $('#insurer_branch_id').val();
var client_policy_id = $('#client_policy_id').val();
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
const client_branch_id = params.get('client_branch_id') || 0; // Default to 0 if not found
const insurer_branch_id = params.get('insurer_branch_id') || 0; // Default to 0 if not found
const client_policy_id = params.get('client_policy_id') || 0; // Default to 0 if not found
console.log(start_date + '-' + end_date);
hideDateField(date_type)
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
client_branch_id: client_branch_id,
insurer_branch_id: insurer_branch_id,
client_policy_id: client_policy_id,
};
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
console.log('client_branch_id', client_branch_id)
console.log('insurer_branch_id', insurer_branch_id)
console.log('client_policy_id', client_policy_id)
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams()
{
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
const client_branch_id = params.get('client_branch_id') || 0; // Default to 0 if not found
const insurer_branch_id = params.get('insurer_branch_id') || 0; // Default to 0 if not found
const client_policy_id = params.get('client_policy_id') || 0; // Default to 0 if not found
hideDateField(date_type)
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
console.log('client_branch_id', client_branch_id)
console.log('insurer_branch_id', insurer_branch_id)
console.log('client_policy_id', client_policy_id)
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
$('#insurer_id').val(insurer_id).change()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
$('#client_branch_id').val(client_branch_id).change()
$('#insurer_branch_id').val(insurer_branch_id).change()
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
$('#insurer_id').val(insurer_id).change()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
setTimeout(function(){
$('#client_policy_id').val(client_policy_id).change();
}, 1000);
}, 2000)
},2000)
$('#client_branch_id').val(client_branch_id).change()
$('#insurer_branch_id').val(insurer_branch_id).change()
setTimeout(function(){
$('#client_policy_id').val(client_policy_id).change();
}, 1000);
}, 2000)
},2000)
}
}
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
locale: { format: 'DD-MM-YYYY' },
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id').val('0').change();
$('#insurer_id').val('0').change();
$('#policy_type_id').val('0').change();
$('#date_type').val('0');
$('#issuer').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
});
function hideDateField(input = null) {
let val = $('#date_type').val();
if (input) {
val = input;
}
if (val != 0) {
$('#date_div').show()
} else {
$('#date_div').hide()
}
}
$(function() {
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
console.log(pt_id);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
var queryParams = {
pt_id: pt_id,
};
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
// var start = moment().subtract(29, 'days');
// var end = moment();
// -------------------------------------------------------------------------------------------------
function cb(start, end) {
$('#reportrange').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
//featch client, client branch, insurer, insurer branch and client policy list data
function getClientAndBranchAndPolicy()
{
$.ajax({
url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
type: "GET",
dataType: 'json',
success: function(res) {
console.log('getClientAndBranchAndPolicy', res);
if(res.status == true){
client_list = res.client_data;
branch_list = res.branch_data;
policy_list = res.policy_data;
insurer_list = res.insurer_data;
insurer_branch_list = res.insurer_branch_data;
appendClients(res.client_data);
appendInsurer(res.insurer_data);
}else{
console.log('No data found');
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
locale: { format: 'DD-MM-YYYY' },
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id').val('0').change();
$('#insurer_id').val('0').change();
$('#policy_type_id').val('0').change();
$('#date_type').val('0');
$('#issuer').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
},
error: function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
}
function hideDateField(input = null) {
let val = $('#date_type').val();
if (input) {
val = input;
}
if (val != 0) {
$('#date_div').show()
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);
var queryParams = {
pt_id: pt_id,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
// -------------------------------------------------------------------------------------------------
//featch client, client branch, insurer, insurer branch and client policy list data
function getClientAndBranchAndPolicy(){
$.ajax({
url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
type: "GET",
dataType: 'json',
success: function(res) {
console.log('getClientAndBranchAndPolicy', res);
if(res.status == true){
client_list = res.client_data;
branch_list = res.branch_data;
policy_list = res.policy_data;
insurer_list = res.insurer_data;
insurer_branch_list = res.insurer_branch_data;
appendClients(res.client_data);
appendInsurer(res.insurer_data);
}else{
console.log('No data found');
}
},
error: function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
}
$(document).ready(function() {
getClientAndBranchAndPolicy()

6
app/Views/vehicle_docs.php
View File

@ -102,12 +102,14 @@ $("#vehicle_file_upload_form").submit(function(event) {
console.log(res);
if(res.status == true){
toastr.success(res.message, 'Success');
toastr.success(res.message, 'SUCCESS');
appendVehicleFileTableBody(res.vehicle_docs);
}else{
toastr.error(res.message, 'Error');
toastr.warning(res.message, 'WARNING');
}
$('#vehicle_file_upload_form')[0].reset();
},
error: function (xhr, status, error) {
console.error(xhr.responseText);