FEAT_LEAD_FILTER_AND_OTHER_CHANGES : RV

app/Config/Routes.php

@@ -387,15 +387,14 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
 $routes->group("leads", ["filter" => "authMVC"], function ($routes) {
 
-        $routes->get("list", "LeadsController::viewLeadsList");
+        $routes->match(['get', 'post'],"list", "LeadsController::viewLeadsList");
         $routes->post("create", "LeadsController::createLead");
         $routes->get("list/(:any)", "LeadsController::getLeadDataForEdit/$1");
         $routes->get("sendMail", "LeadsController::sendMailWithAttachement");
         $routes->post("sendMail", "LeadsController::sendMailWithAttachement");
         $routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
         $routes->get("featchLeadDataAndInsertClient/(:any)", "LeadsController::featchLeadDataAndInsertClient/$1");
-        $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");
+        $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");        
-        
 });
 
 $routes->group("rfq", ["filter" => "authMVC"], function ($routes) {

app/Controllers/EmpDataServiceController.php

@@ -1011,14 +1011,33 @@ class EmpDataServiceController extends BaseController
         // dd($inceptionData, $additionData, $dependentAdditionData, $correctionData, $enhancementData,  $deletionData, $mergedData);
 
 
-        $template_json = $this->clientPolicyModel
+        // $template_json = $this->clientPolicyModel
-            ->select('insurer_excel_export_template.jsoncolumns')
+        //     ->select('insurer_excel_export_template.jsoncolumns')
-            ->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
+        //     ->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
-            ->where('client_policy.id', $export_data['client_policy_id'])
+        //     ->where('client_policy.id', $export_data['client_policy_id'])
-            ->where('insurer_excel_export_template.event_name', 'all')
+        //     ->where('insurer_excel_export_template.event_name', 'all')
-            ->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
+        //     ->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
-            ->where('insurer_excel_export_template.type_name', $export_data['actions'])
+        //     ->where('insurer_excel_export_template.type_name', $export_data['actions'])
-            ->first();
+        //     ->first();
+
+        $sql = "
+            SELECT `insurer_excel_export_template`.`jsoncolumns`
+            FROM `client_policy`
+            JOIN `insurer_excel_export_template` 
+            ON `insurer_excel_export_template`.`insurer_id` = `client_policy`.`insurer_id`
+            AND `insurer_excel_export_template`.`policy_type_id` = 
+                CASE 
+                    WHEN `client_policy`.`policy_type_id` IN (2, 3, 4, 5) THEN 2
+                    ELSE `client_policy`.`policy_type_id`
+                END
+            WHERE `client_policy`.`id` = '".$export_data['client_policy_id']."'
+            AND `insurer_excel_export_template`.`event_name` = 'all'
+            AND `insurer_excel_export_template`.`is_active` = 1
+            AND `insurer_excel_export_template`.`type_name` = '".$export_data['actions']."'
+            LIMIT 1";
+        
+        $query = db_connect()->query($sql);
+        $template_json = $query->getRowArray();
 
 
         if(!empty($template_json) && $template_json != null){

app/Controllers/LeadsController.php

@@ -107,6 +107,7 @@ class LeadsController extends BaseController
         // $d = $this->calculateMembersDemography(['lead_id' => 24]);
         //$this->mergeQuoteExcelFileWithMembersListExcelFile(24, 1, $propsal_and_insurer = null);
         // dd($d);
+            
         $data['page_name'] = 'Leads';
 
         // Set basic data
@@ -134,11 +135,27 @@ class LeadsController extends BaseController
 
         // dd($data);
 
-        // Fetch leads data
+        if ($this->request->is('get')) {
-        $data   ['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
+            // Fetch leads data
-        
+            $data   ['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
-        // Load layout and pass data
+            // Load layout and pass data
-        $this->loadLayout('leads_list', $data);
+            $this->loadLayout('lead_filter', $data);
+        }else{
+
+            $search_data = $this->request->getPost();
+            // print_r($search_data); 
+
+            $where = [];
+            foreach ($search_data as $search_objects => $key) {
+                if ($key != null && $key != '' && $key != 0) {
+                    $where[$search_objects] = $key;
+                }
+            }
+            
+            $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
+            $html = view('leads_list', $data);
+            return $this->respond(['status' => true, 'html' => $html], 200);
+        }
     }
 
     public function createLead()

app/Models/LeadsModel.php

@@ -120,10 +120,10 @@ class LeadsModel extends Model
         return $data;
     }
 
-    public function getLeadDataForLising()
+    public function getLeadDataForLising($where = null)
     {
 
-        return $this->select('
+        $data = $this->select('
                         leads.*,
                         kyc_entity_type.name as entity_type,
                         policy_type.policy_type,
@@ -144,13 +144,16 @@ class LeadsModel extends Model
 
                         ) AS rfq_count
                 ')
-                ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
+        ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
-                ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
+        ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
-                ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
+        ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
-                ->where('leads.is_active', 1)
+        ->where('leads.is_active', 1);
-                ->orderBy('id', 'desc')
-                ->findAll();
 
+        if (!empty($where)) {
+            $data->where($where);
+        }
+
+        return $data->orderBy('leads.id', 'desc')->findAll();
     }
 
     public function getLeadForInsertClientList($type = null, $client_id = null)

app/Views/lead_filter.php

@@ -0,0 +1,367 @@
+<style>
+.col-12 {
+    max-width: 98% !important;
+}
+</style>
+
+<div class="row" id="lead_filter_div">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <div class="row">
+                        <div class="col-md-6" style="position: relative;left: 17px;">
+                            <h4 style="text-align: left;">Lead Filter</h4>
+                        </div>
+                        <div class="col-md-6">
+                            <a style="text-align: right;" id="toggleIcon" class="text-dark float-right"
+                                data-toggle="collapse" href="#collapseOne" aria-expanded="true">
+                                <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary"
+                                    style="font-size: 28px;"></i>
+                            </a>
+                        </div>
+                    </div>
+                </h5>
+                <div id="collapseOne" class="collapse hide" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_issuer_type"> Issuer Type <span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_issuer_type" name="filter_issuer_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_lead_type"> Lead Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_lead_type" name="filter_lead_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($lead_type) && count($lead_type)) {
+                                                foreach ($lead_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_client_type"> Client Type <span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_client_type" name="filter_client_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($client_type) && count($client_type)) {
+                                                foreach ($client_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_policy_type"> Policy Type <span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_policy_type" name="filter_policy_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($policy_type) && count($policy_type)) {
+                                                foreach ($policy_type as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+                                <div class="form-group col-md-3">
+                                    <label for="filter_client_id">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_client_id" name="filter_client_id">
+                                        <option value="0">Select</option>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_client_branch_id">Client Branch<span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_client_branch_id"
+                                        name="filter_client_branch_id">
+                                        <option value="0">Select</option>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_lead_status">Status<span class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_lead_status" name="filter_lead_status">
+                                        <option value="0">Select</option>
+                                        <?php 
+                                            if (isset($lead_status) && count($lead_status)) {
+                                                foreach ($lead_status as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                       ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-12 text-right m-b-0" style="margin-bottom: -15px;">
+                                    <a href="<?= base_url("/leads/list"); ?>" class="btn btn-secondary"
+                                        id="clear-filters">Clear</a>
+                                    <a class="btn btn-primary" id="get-emp-list"
+                                        onclick="fetchTicketListData();">Submit</a>
+                                </div>
+
+                            </div>
+
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
+<!-- end page title -->
+<div id="lead_list_div">
+    <?php include('leads_list.php'); ?>
+</div>
+
+
+<script>
+var client_list = [];
+var branch_list = [];
+
+$(document).ready(function() {
+    $('#filter_client_id').select2();
+    $('#filter_client_branch_id').select2();
+    $('#filter_policy_type').select2();
+});
+
+$(document).ready(function() {
+    $('#filter_client_id').change(function() {
+
+        let client_id = $(this).val();
+        if (branch_list != '') {
+            // console.log(branch_list[client_id]);
+            let data = branch_list[client_id];
+            appendBranch(data);
+        }
+
+    })
+});
+
+//----- AJAX FUNCTIONS --------------------------------------------------------------------------------
+
+function fetchTicketListData() {
+
+    var issuer_type = $('#filter_issuer_type').val();
+    var lead_type = $('#filter_lead_type').val();
+    var policy_type = $('#filter_policy_type').val();
+    var client_type = $('#filter_client_type').val();
+    var status = $('#filter_lead_status').val();
+    var client_id = $('#filter_client_id').val();
+    var client_branch_id = $('#filter_client_branch_id').val();
+
+    var requestData = {
+        issuer: issuer_type,
+        lead_type: lead_type,
+        policy_type_id: policy_type,
+        client_type: client_type,
+        status: status,
+        client_id: client_id,
+        client_branch_id: client_branch_id,
+    };
+
+    console.log("requestData", requestData);
+
+    var url = '<?= base_url('/leads/list') ?>';
+
+    $('.loader').fadeIn();
+    $('.loader-mask').fadeIn();
+
+    sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
+
+        console.log('Filter Responce', response);
+
+        if (response.status == true) {
+
+            $('#lead_list_div').empty();
+            $('#lead_list_div').html(response.html);
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+
+            setTimeout(function(){
+                additionalDropdown();
+            }, 1000);
+
+        } else {
+
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+            let message = response.message;
+            toastr.error(message, 'ERROR');
+        }
+
+    }, function(xhr, status, error) {
+        console.error('Error fetching data:', error);
+        console.error(xhr.responseText);
+        toastr.error('An error occurred while fetching the data.', 'ERROR');
+
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(350).fadeOut('slow');
+    });
+}
+
+//function for fetch client, branch
+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;
+                appendClients(res.client_data);
+            } else {
+                console.log('No data found');
+            }
+
+        },
+        error: function(xhr, status, error) {
+            console.error(xhr.responseText);
+            console.error(status, error);
+        }
+    });
+}
+
+//----- END AJAX FUNCTIONS --------------------------------------------------------------------------------
+
+
+function appendClients(data) {
+
+    $('#filter_client_id').empty();
+
+    $('#filter_client_id').append($('<option>', {
+        value: 0,
+        text: 'Select'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.client_name,
+        });
+
+        $('#filter_client_id').append(option);
+    });
+
+}
+
+function appendBranch(data) {
+
+    $('#filter_client_branch_id').empty();
+
+    $('#filter_client_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name
+        });
+        $('#filter_client_branch_id').append(option);
+    });
+}
+
+// -----------------------------------------------------------------------------------------------------------
+
+function additionalDropdown() {
+    const table = document.getElementById("tickets-table");
+    if (!table) return; // Prevent errors if the table is not found
+    let activeDropdown = null;
+
+    function handleDropdownClick(row, event) {
+        // Hide any active dropdown
+        if (activeDropdown) {
+            activeDropdown.style.display = 'none';
+        }
+
+        let customDropdown = row.customDropdown;
+        if (!customDropdown) {
+            const originalDropdown = row.querySelector('.dropdown-menu');
+            if (!originalDropdown) return;
+
+            customDropdown = document.createElement('div');
+            customDropdown.className = 'custom-dropdown-menu';
+            customDropdown.innerHTML = originalDropdown.innerHTML;
+
+            document.body.appendChild(customDropdown);
+            row.customDropdown = customDropdown;
+
+            // Preserve click handlers and add auto-close
+            customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
+                item.addEventListener('click', function (e) {
+                    const onclickAttr = this.getAttribute('onclick');
+                    if (onclickAttr) eval(onclickAttr);
+
+                    const href = this.getAttribute('href');
+                    if (href && href !== '#') window.location.href = href;
+
+                    customDropdown.style.display = 'none';
+                    activeDropdown = null;
+
+                    e.stopPropagation();
+                });
+            });
+        }
+
+        // Get click position
+        const rect = event.target.getBoundingClientRect();
+
+        // Position the dropdown
+        customDropdown.style.display = 'block';
+        customDropdown.style.position = 'fixed';
+        customDropdown.style.left = `${rect.left}px`;
+        customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
+
+        activeDropdown = customDropdown;
+        event.stopPropagation();
+    }
+
+    // Add click event listener to rows
+    table.querySelectorAll("tbody tr").forEach(row => {
+        row.addEventListener("click", function (event) {
+            if (!event.target.closest('td:last-child')) {
+                handleDropdownClick(row, event);
+            }
+        });
+    });
+
+    // Close dropdown when clicking outside
+    document.addEventListener("click", function () {
+        if (activeDropdown) {
+            activeDropdown.style.display = 'none';
+            activeDropdown = null;
+        }
+    });
+}
+
+</script>

app/Views/leads_list.php

@@ -161,6 +161,7 @@ table.dataTable tbody td {
 <script>
 
 document.addEventListener("DOMContentLoaded", function () {
+
     const table = document.getElementById("tickets-table");
     
     // Create custom dropdown
@@ -326,12 +327,14 @@ $(document).ready(function() {
 function hide_list_show_add() 
 {      
     $('#leads_list').hide()
+    $('#lead_filter_div').hide()
     $('#leads_form').show()
 }
 
 function show_list_hide_add() 
 {
     $('#leads_list').show()
+    $('#lead_filter_div').show()
     $('#leads_form').hide()
 }
 

app/Views/view_rfq.php

@@ -641,7 +641,7 @@
 
         // Check if data is valid (not null or undefined) and is an object
         if (data && typeof data === 'object') {
-            insurer_count = data.proposal_data.over_all_column_data['Proposal 1']['insurers'].length;
+            let insurer_count = data.proposal_data.over_all_column_data['Proposal 1']?.insurers?.length || 0;
             jsonToTable(data);
         } else {
             addSuggestionsToTable(); 
@@ -1030,16 +1030,29 @@ function addSuggestionsToTable() {
 
         console.log(' addSuggestionsToTable suggestions ', suggestions);
         console.log(' addSuggestionsToTable suggestions type', typeof suggestions);
+        console.log(' over_all_column_data',  over_all_column_data);
         let leadType = <?= isset($lead_data) && isset($lead_data['lead_type']) ? $lead_data['lead_type'] : 1; ?>;
         console.log('leadType', leadType);
 
         let renewal_or_rollover = "Proposal 1";
-        if(leadType == 2){
+        if (leadType == 2) {
-            renewal_or_rollover = "Existing Renewal"
+            renewal_or_rollover = "Existing Renewal";
-        }else if(leadType == 3){
+        } else if (leadType == 3) {
-            renewal_or_rollover = "Existing Rollover"
+            renewal_or_rollover = "Existing Rollover";
         }
 
+        over_all_column_data = {
+            [renewal_or_rollover]: {
+                "qcr": 1,
+                "stc": 1,
+                "insurers": []
+            }
+        };
+
+        console.log('renewal_or_rollover', renewal_or_rollover);
+        console.log(' over_all_column_data',  over_all_column_data);
+
+
         $('#first_proposel_title').html(`
                 ${renewal_or_rollover} 
                 <span class="dropdown" onclick="showThreeDottedMenu(event)">
@@ -3806,7 +3819,7 @@ function constructInsurerNameWithVersion(proposal_name, insurerName) {
         let newDisplayName = `${insurerName}-V${maxVersion + 1}`;
         return newDisplayName;
     }
-    return false;
+    return insurerName;
 }
 
 function checkTheTableDataChanged(redirect_type, url){