FIX_Invoice Module Agent Replaced by POS - Changes

This commit is contained in:
sanjeev.p 2025-12-18 11:56:15 +05:30
parent 991147773c
commit 70f8ed7fd8
6 changed files with 262 additions and 66 deletions

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();

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);
}
}

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'));

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">

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>

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,