Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

app/Config/Routes.php

@@ -332,7 +332,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get("send_manual_ecard/(:any)", "DashboardController::sendManualEcard/$1");
     $routes->get("get_client_policy_list_for_remainder/(:any)", "EmployeeController::get_client_policy_list_for_remainder/$1");
     $routes->get("get_client_branch_data/(:any)", "ClientController::get_client_branch_data/$1");
-    $routes->get("getLevelContects", "LeadsController::getLevelContects");
+    $routes->get("getLevelContects", "LeadsControllerg::getLevelContects");
     $routes->get("get_emp_master_data_for_update/(:any)", "EmployeeController::get_emp_master_data_for_update/$1");
     $routes->get("send_mail_for_individual_employee_ecard/(:any)", "EmployeeController::send_mail_for_individual_employee_ecard/$1");
     $routes->post("update_emp_data", "EmployeeController::update_emp_data");
@@ -365,6 +365,9 @@ $routes->cli("cli/sendInstallmentRemainderMail","PolicyTransactionController::se
 
 $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
+    $routes->post("getMoreInfo","PolicyTransactionController::getMoreInfo");
+    $routes->post("saveInstallment","PolicyTransactionController::saveInstallment");
+
     $routes->group("inception", ["filter" => "authMVC"], function ($routes) {
         $routes->match(['get', 'post'], 'list', 'PolicyTransactionController::viewInception');
         $routes->post("create", "PolicyTransactionController::createInceptionPolicy");

app/Controllers/ClientController.php

@@ -3807,13 +3807,13 @@ class ClientController extends AdminController
                 'dob' => change_date_format($postData['dob'],'d/m/Y','Y-m-d'),
                 'aadhar' => $postData['aadhar'],
                 'phone' => $postData['phone'],
-                'email' => $postData['email'],
                 'entity_type_id' => 7
             ]);
         } else {
             $client_data['entity_type_id'] = $postData['entity_type_id'];
         }
 
+        // print_rr($client_data);die();
         // Insert client data
         $client_insert = $this->clientModel->insert($client_data);
 
@@ -3839,6 +3839,8 @@ class ClientController extends AdminController
                     'contact_type' => 'client',
                     'name' => $postData['name'],
                     'mobile' => $postData['mobile'],
+                    'email' => $postData['email'],
+
                 ];
                 $this->levelContactModel->insert($contact_data);
             }
@@ -4018,7 +4020,8 @@ class ClientController extends AdminController
                     ->join('clients', 'client_branch.client_id = clients.id')
                     ->where(['client_branch.id' => $id, 'client_branch.is_active' => 1])
                     ->first();
-            $branch_contact_data = $this->levelContactModel->where(['ref_id' => $id, 'contact_type' => 'client', 'is_active' => 1])->orderBy('id','asc')->first();
+            $branch_contact_data = $this->levelContactModel->where(['ref_id' => $id, 'contact_type' => 'client', 'is_active' => 1])->findAll();
+            // print_rr($branch_contact_data);die();
             return $this->respond(['status' => true, 'code' => 200, 'data' => $branch_data, 'contact' => $branch_contact_data], 200);
         } else {
             return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);

app/Controllers/LoginController.php

@@ -94,7 +94,7 @@ class LoginController extends BaseController
         // setcookie('session_data', '', time() - 3600, $path);
         $path = getenv('cookie.Path');
         $domain = getenv('cookie.Domain');
-        $https = getenv('ccokie.secure');
+        $https = getenv('cookie.secure');
         setcookie('session_data',null, time() -3600, $path, $domain, $https, true);
         return redirect()->to(base_url('login'));
     }

app/Controllers/PolicyTransactionController.php

@@ -235,8 +235,7 @@ class PolicyTransactionController extends BaseController
             ->where('role', 3)  // Assuming `role` is in `user_profiles`
             ->where('is_active', 1)
             ->findAll();
-
+            // echo '<pre>';
-        // echo '<pre>';
         // print_r($data['ppTeamsData']); die;
 
         // dd($data);
@@ -2905,4 +2904,52 @@ class PolicyTransactionController extends BaseController
             $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
         }
     }
+
+    public function getMoreInfo() {
+
+        $pt_id = $this->request->getPost("pt_id");
+        $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active",1)->where("pt_id",$pt_id)->findAll();
+
+        foreach ($data_to_send['bds_data'] as &$data) {
+
+            $data['payment_date'] = (new \DateTime($data['payment_date']))->format('d-m-Y');
+        }
+
+        if (!empty($data_to_send)) {
+
+            return $this->respond(['status' => true , "data" => $data_to_send],200);
+        }else {
+
+            return $this->respond(['status' => false,"No Data Found For the Policy Transaction"],404);
+        }
+
+    }
+
+    public function saveInstallment() {
+    
+        $installments = $this->request->getPost('installments');
+    
+        if (!$installments || !is_array($installments)) {
+            return $this->respond(['status' => false, 'message' => 'No data received'], 400);
+        }
+
+        $this->myLogger->logme("error",json_encode($installments));
+        // die();
+
+        foreach ($installments as &$row) {
+            // Convert date from d-m-Y to Y-m-d
+            if (!empty($row['payment_date'])) {
+                $date = \DateTime::createFromFormat('d-m-Y', $row['payment_date']);
+                if ($date) {
+                    $row['payment_date'] = $date->format('Y-m-d');
+                }
+            }
+            $this->BdsPlacementModel->save($row);
+        }
+
+        return $this->respond(['status' => true, 'message' => 'Data saved successfully'], 200);
+    }
+
+
+
 }

app/Views/leads_form.php

@@ -149,7 +149,7 @@
                         <div class="form-group col-md-3 renewalFields" style="display: none;">
                             <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
                             <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this)">
+                                onchange="getBranchData(this,1)">
                                 <option value="">Select Branch</option>
                             </select>
                         </div>
@@ -207,6 +207,14 @@
                                 placeholder="Enter Branch Code" required>
                         </div>
 
+                        <div class="form-group col-md-3">
+                            <label for="contact_person_summary">Contact Person's</label>
+                            <select class="form-control" name="contact_person_summary" id="contact_person_summary">
+                                <option value="">Select a Person</option>
+                            </select>
+                        
+                        </div>
+
                         <div class="form-group col-md-3">
                             <label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
                             <input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
@@ -289,6 +297,8 @@
     </div>
 </div><!-- end form row -->
 
+<?php include("newClientModal.php") ?>
+
 
 <script>
     let claimIndex = 1;
@@ -373,6 +383,58 @@
                         // }
                     }
                 });
+            }else if (lead_type == 3) {
+                
+                $('#client_id').prepend($('<option>', {
+                    value: 'add_client',
+                    text: '+ Add Client'
+                }));
+                $("#source_policy_id").removeAttr("required");
+                $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+
+                $("#source_policy_start_date").removeAttr("required");
+                $("#source_policy_start_date").closest("div") .find("label .text-danger").remove();
+
+                $("#source_policy_end_date").removeAttr("required");
+                $("#source_policy_end_date").closest("div") .find("label .text-danger").remove();
+
+
+                
+            } else if (lead_type != 3) {
+                $("#source_policy_id").prop("required",true);
+                $("#source_policy_start_date").prop("required", true);
+                $("#source_policy_end_date").prop("required", true);
+
+
+                // Check if the asterisk doesn't already exist, then add it
+                let $label = $("#source_policy_id")
+                .closest("div") 
+                .find("label");
+
+                if ($label.find(".text-danger").length === 0) {
+                    $label.append(' <span class="text-danger">*</span>');
+                }
+                let $label2 = $("#source_policy_start_date")
+                .closest("div") 
+                .find("label");
+
+                if ($label2.find(".text-danger").length === 0) {
+                    $label2.append(' <span class="text-danger">*</span>');
+                }
+                let $label3 = $("#source_policy_end_date")
+                .closest("div") 
+                .find("label");
+
+                if ($label3.find(".text-danger").length === 0) {
+                    $label3.append(' <span class="text-danger">*</span>');
+                }
+
+                var addOption = $('#client_id option[value="add_client"]');
+                if (addOption.length > 0) {
+                    addOption.remove();
+                }
+
+
             }
 
             var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
@@ -406,8 +468,9 @@
         $('#tpa_' + increment).select2();
         $('#proposed_insurer').select2();
         $('#proposed_tpa').select2();
-    })
 
+       
+    })       
     //------------------------------ GET DATA ( EDIT, BRANCH, POLICY ) ---------------------------------------------------------------------------
 
     //view and edit Lead data function
@@ -576,10 +639,15 @@
         });
     }
 
+    var allContacts = "";
     //client branch data
-    function getBranchData(input) {
+    function getBranchData(input, inputType) {
 
-        var client_branch_id = $(input).val();
+        if (inputType == 1 ) {
+            var client_branch_id = $(input).val();
+        } else {
+            client_branch_id = input;
+        }
 
         if (client_branch_id) {
 
@@ -600,9 +668,29 @@
                         $('#pan').val(res.data.pan);
                         $('#branch_name').val(res.data.branch_name);
                         $('#branch_code').val(res.data.branch_code);
-                        $('#contact_person_name').val(res?.contact?.name || '');
+                        allContacts = res.contact;  
-                        $('#contact_person_mobile').val(res?.contact?.mobile || '');
+                        $('#contact_person_summary').empty();
-                        $('#contact_person_email').val(res?.contact?.email || '');
+                        $('#contact_person_summary').append($('<option>', {
+                                value: "", 
+                                text: "Select a Contact"
+                        }));
+
+                        res.contact.forEach((value, key) => {
+
+                            if (value.name && value.email) {
+
+                                let display_value = `${value.name} - ${value.email} - ${value.mobile}`;
+
+                                $('#contact_person_summary').append($('<option>', {
+                                    value: key, // index or key in array/object
+                                    text: display_value
+                                }));
+                            }
+                            
+                        });                    
+                        // $('#contact_person_name').val(res?.contact?.name || '');
+                        // $('#contact_person_mobile').val(res?.contact?.mobile || '');
+                        // $('#contact_person_email').val(res?.contact?.email || '');
 
 
                         $('#pan').prop('readOnly', true);
@@ -1562,7 +1650,14 @@
             $('.freshFields').hide();
 
             $('.renewalFields').show();
-            $('.renewalFields').find('select, input').attr('required', 'required');
+
+            if (value != 3) {
+                $('.renewalFields').find('select, input').attr('required', 'required');
+                $("#source_policy_id").removeAttr("required");
+                $("#source_policy_start_date").removeAttr("required");
+                $("#source_policy_end_date").removeAttr("required");
+
+            }
 
             // $('.proposed_div').show().find('select, input').attr('required', 'required');
 

app/Views/leads_form_handler.php

@@ -231,6 +231,16 @@ if (isset($selected_lead_type)) {
         $('#client_id').change(function() {
 
             let client_id = $(this).val();
+
+
+            if (client_id == 'add_client') {
+                // alert("Hello");
+                var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
+                myModal.show();
+                // $('#upload_enrollment_model').modal('toggle');
+                return;
+            }
+
             console.log("client_id", client_id)
             let client_type = $('#client_id option:selected').data('ct');
 
@@ -258,6 +268,17 @@ if (isset($selected_lead_type)) {
 
         })
 
+        $("#contact_person_summary").change(function () {
+            let selectedKey = $(this).val();
+
+            if (allContacts[selectedKey]) {
+                $('#contact_person_name').val(allContacts[selectedKey].name || '');
+                $('#contact_person_mobile').val(allContacts[selectedKey].mobile || '');
+                $('#contact_person_email').val(allContacts[selectedKey].email || '');
+            }
+        });
+
+
         $('#client_branch_id').change(function() {
 
             let client_branch_id = $(this).val();
@@ -589,6 +610,39 @@ if (isset($selected_lead_type)) {
                     }
                 }
 
+                if (lead_type == 3) {
+                    
+                    $('#client_id').prepend($('<option>', {
+                        value: 'add_client',
+                        text: '+ Add Client'
+                    }));
+
+                    console.log("trying to remove required ");
+                    $("#source_policy_id").prop("required",false);
+                    $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+
+                    
+                } else if (lead_type != 3) {
+                    $("#source_policy_id").prop("required",true);
+                    $("#source_policy_id").prop("required", true);
+
+                    // Check if the asterisk doesn't already exist, then add it
+                    let $label = $("#source_policy_id")
+                    .closest("div") 
+                    .find("label");
+
+                    if ($label.find(".text-danger").length === 0) {
+                        $label.append(' <span class="text-danger">*</span>');
+                    }
+
+                    var addOption = $('#client_id option[value="add_client"]');
+                    if (addOption.length > 0) {
+                        addOption.remove();
+                    }
+
+
+                }
+                
                 hide_list_show_add();
 
                 $('#page_title').text('Edit Lead');
@@ -763,6 +817,42 @@ if (isset($selected_lead_type)) {
                 referenceDiv.innerHTML = '';
                 referenceDiv.insertAdjacentHTML('beforeend', data.claims_details_html);
 
+                console.log("wdesfgefwregfefwregffeegf",data.lead_type);
+                var lead_type_value = data.lead_type;
+                // alert(lead_type);
+                if (lead_type_value == 3) {
+                    
+                    $('#client_id').prepend($('<option>', {
+                        value: 'add_client',
+                        text: '+ Add Client'
+                    }));
+
+                    console.log("trying to remove required ");
+                    $("#source_policy_id").prop("required",false);
+                    $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+
+                    
+                } else if (lead_type_value != 3) {
+                    $("#source_policy_id").prop("required",true);
+                    $("#source_policy_id").prop("required", true);
+
+                    // Check if the asterisk doesn't already exist, then add it
+                    let $label = $("#source_policy_id")
+                    .closest("div") 
+                    .find("label");
+
+                    if ($label.find(".text-danger").length === 0) {
+                        $label.append(' <span class="text-danger">*</span>');
+                    }
+
+                    var addOption = $('#client_id option[value="add_client"]');
+                    if (addOption.length > 0) {
+                        addOption.remove();
+                    }
+
+
+                }
+
             } catch (error) {
                 console.error('Error in dynamicLeadsDataForEdit function:', error);
             }

app/Views/leads_non_eb.php

@@ -150,7 +150,7 @@
                         <div class="form-group col-md-3 renewalFields" style="display: none;">
                             <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
                             <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this)">
+                                onchange="getBranchData(this,1)">
                                 <option value="">Select Branch</option>
                             </select>
                         </div>
@@ -198,6 +198,14 @@
                                 placeholder="Enter Branch Code" required>
                         </div>
 
+                        <div class="form-group col-md-3">
+                            <label for="contact_person_summary">Contact Person's</label>
+                            <select class="form-control" name="contact_person_summary" id="contact_person_summary">
+                                <option value="">Select a Person</option>
+                            </select>
+                        
+                        </div>
+
                         <div class="form-group col-md-3">
                             <label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
                             <input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
@@ -359,10 +367,14 @@
         </div>
     </div>
 </div>
+<?php include("newClientModal.php") ?>
+
 
 <script>
     $(document).ready(function() {
 
+        
+
         var today = new Date();
 
         var policy_start_datePicker = flatpickr("#policy_start_date", {
@@ -559,6 +571,40 @@
 
     $('#lead_type').change(function() {
         let value = $(this).val()
+        // alert(value);
+        if (value == 3) {
+            // alert("Function Called");
+                
+                $('#client_id').prepend($('<option>', {
+                    value: 'add_client',
+                    text: '+ Add Client'
+                }));
+
+                $("#source_policy_id").prop("required",false);
+                $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+
+                
+        } else if (value != 3) {
+            $("#source_policy_id").prop("required",true);
+            $("#source_policy_id").prop("required", true);
+
+            // Check if the asterisk doesn't already exist, then add it
+            let $label = $("#source_policy_id")
+            .closest("div") 
+            .find("label");
+
+            if ($label.find(".text-danger").length === 0) {
+                $label.append(' <span class="text-danger">*</span>');
+            }
+
+            var addOption = $('#client_id option[value="add_client"]');
+            if (addOption.length > 0) {
+                addOption.remove();
+            }
+
+
+        }
+
         leadTypeBsedHideAndShow(value, true)
     })
 
@@ -636,10 +682,16 @@
         }
 
     }
+    var allContacts = "";
+    function getBranchData(input,inputType) {
 
-    function getBranchData(input) {
+        // alert("get branch Function called");
 
-        var client_branch_id = $(input).val();
+        if (inputType == 1 ) {
+            var client_branch_id = $(input).val();
+        } else {
+            client_branch_id = input;
+        }
 
         if (client_branch_id) {
 
@@ -660,9 +712,30 @@
                         $('#pan').val(res.data.pan);
                         $('#branch_name').val(res.data.branch_name);
                         $('#branch_code').val(res.data.branch_code);
-                        $('#contact_person_name').val(res?.contact?.name || '');
+
-                        $('#contact_person_mobile').val(res?.contact?.mobile || '');
+                        allContacts = res.contact;  
-                        $('#contact_person_email').val(res?.contact?.email || '');
+                        $('#contact_person_summary').empty();
+                        $('#contact_person_summary').append($('<option>', {
+                                value: "", 
+                                text: "Select a Contact"
+                        }));
+
+                        res.contact.forEach((value, key) => {
+
+                            if (value.name && value.email) {
+
+                                let display_value = `${value.name} - ${value.email} - ${value.mobile}`;
+
+                                $('#contact_person_summary').append($('<option>', {
+                                    value: key, // index or key in array/object
+                                    text: display_value
+                                }));
+                            }
+                            
+                        });     
+                        // $('#contact_person_name').val(res?.contact?.name || '');
+                        // $('#contact_person_mobile').val(res?.contact?.mobile || '');
+                        // $('#contact_person_email').val(res?.contact?.email || '');
 
 
                         $('#pan').prop('readOnly', true);

app/Views/newClientModal.php

@@ -0,0 +1,218 @@
+<!-- Client form content modal-->
+<div class="modal fade" id="upload_enrollment_model" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
+    <div class="modal-dialog modal-dialog-centered">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="myCenterModalLabel">Add New Client</h4>
+                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body" style="overflow-y: auto;height: 90vh;">
+                <form class="parsley-examples" method="post" id="client_form" enctype="multipart/form-data">
+                    <div class="form-group">
+                        
+                        <div class="form-row">
+                            <div class="form-group col-md-12">
+                                <label for="client_name">Client Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="client_name" name="client_name" required>
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Client Short name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="short_name" name="short_name" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="cost_center">PAN</label>
+                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInput(this, 'clients', 'pan')">
+                            </div>
+                        </div>
+
+                        <hr>
+
+                        <!-- Client Type -->
+                        <div class="form-row clienttypediv" style="display: none;">
+
+                            <div class="form-group col-md-6">
+                                <label for="dob">Date of Birth<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="dob" placeholder="DD/MM/YYYY" name="dob" >
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="cost_center">Mobile<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="phone" placeholder="Enter Mobile Number" maxlength="10" name="phone"
+                                onkeypress="return onlyNumbers(event)" onchange="validateInput(this, 'clients', 'phone')">
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="email2">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email2" placeholder="Enter Email" name="email2">
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="aadhar">Aadhar</label>
+                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInput(this, 'clients', 'aadhar')">
+                            </div>
+
+                        </div>
+
+                        <!-- branch -->
+                        <div class="form-row branchdiv">
+
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Entity Type<span class="text-danger">*</span></label>
+                                <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
+                                    <option value="" selected>Select Entity</option>
+                                    <?php
+                                        if (isset($entity) && count($entity)) {
+                                            foreach ($entity as $key => $value) {
+                                                echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
+                                            }
+                                        }
+                                    ?>
+                                </select>                            
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="client_name">Branch Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_name" name="branch_name">
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_code" name="branch_code">
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="name" name="name">
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)">
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="email">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="gst">GST<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="gst" placeholder="Enter GST Number" onchange="validateInput(this, 'client_branch', 'gst')"
+                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst" data-parsley-trigger="change" data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
+                            </div>
+
+                        </div>
+
+                    </div>
+                    <div class="form-group text-right m-b-0" id="hide_smbt_btn">
+                        <button type="submit" class="btn btn-primary waves-effect waves-light mr-1">Submit</button>
+                    </div>
+                </form>
+            </div>
+        </div><!-- /.modal-content -->
+    </div><!-- /.modal-dialog -->
+</div>
+
+<script>
+    $("#client_form").submit(function(event) {
+    // alert("Function Called from Modal")
+        let form_type =  $(this).data('id') || 0;
+
+        console.log('onsubmit event', this)
+        console.log('onsubmit event get data value',form_type)
+        console.log('client_type', $('#client_type').val());
+
+        event.preventDefault(); 
+
+
+        $('#aadhar').attr('data-parsley-required', 'false');
+        $('#aadhar').removeAttr('required');
+
+
+        isClientFormSubmitting = true;
+        var isValid = $('#client_form').parsley().validate();    
+        if (!isValid) { 
+            console.log('Form is Empty', 'Warning');
+            return ; 
+        }
+
+        form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        var client_type = $('#client_type').val() || $('#Owner_type').val() || 1;
+        console.log('client_type:', client_type);
+
+        //FORM Data
+        var formData = new FormData($('#client_form')[0]);
+        formData.append('client_type', client_type);
+        console.log("formData : ",formData);
+        // return
+        $.ajax({
+            data:formData,
+            url: form_action,
+            type: "POST",
+            dataType: 'json',
+            processData: false,
+            contentType: false,
+            success: function(res) {
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+                console.log('create_Client_With_Minimal_Data', res)
+
+                if(res.status == true){
+                    getClientAndBranchAndPolicy(res.client_id, res.branch_id);
+
+                    if(form_type != 1){
+
+                        setTimeout(function(){
+                            $('#client_id').val(res.client_id).change();
+                            setTimeout(function(){
+                                $('#client_branch_id').val(res.branch_id).change();
+                                // try {
+                                //     setTimeout(function () {(res.branch_id)},1000);
+                                // }catch (e) {
+                                //     console.error('Error calling getBranchData:', e); // optional logging
+                                // }
+                            }, 1000)
+                        }, 2000)
+
+                    }else{
+
+                        toastr.error("Couldn't Add Client","Error");
+                    }
+
+                    toastr.success(res.message, 'Success');
+
+                }else{
+                    toastr.error(res.message, 'Error');
+                }
+
+                $('#client_form')[0].reset();
+                $('.close').click();
+
+                if(form_type == 1){
+
+                    var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
+                    myModal.show();
+
+                    $('#client_form').removeAttr('data-id');
+
+                    // Load form data into #vehicle_form from localStorage
+                    setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
+                }
+
+                isClientFormSubmitting = false;
+            },
+            error: function (xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+        });
+    });
+
+</script>

app/Views/policy_transaction_inception_form.php

@@ -129,6 +129,18 @@
        color: #666;
 }
 
+.info-icon {
+        color: #007bff;
+        font-size: 15px;
+        transition: 0.3s ease;
+        cursor: pointer;
+    }
+
+    .info-icon:hover {
+        color: #0056b3;
+        font-size: 24px;
+    }
+
 </style>
 
 <div class="tab-pane fade active show" id="form">
@@ -525,7 +537,9 @@
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="installment_data">Installment Data</label>
+                                                        <label for="installment_data">
+                                                            Installment Data <i id="infoIcon" class="fas fa-info-circle info-icon" title="Click for Installment details" style="margin-left: 5px;"></i>
+                                                        </label>
                                                         <input id="installment_data" class="form-control" name="installment_data">
                                                     </div>
 
@@ -795,115 +809,7 @@
 </div>
 <!-- end form row -->
 
-<!-- Client form content modal-->
+<?php include("newClientModal.php") ?>
-<div class="modal fade" id="upload_enrollment_model" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
-    <div class="modal-dialog modal-dialog-centered">
-        <div class="modal-content">
-            <div class="modal-header">
-                <h4 class="modal-title" id="myCenterModalLabel">Add New Client</h4>
-                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
-            </div>
-            <div class="modal-body" style="overflow-y: auto;height: 90vh;">
-                <form class="parsley-examples" method="post" id="client_form" enctype="multipart/form-data">
-                    <div class="form-group">
-                        
-                        <div class="form-row">
-                            <div class="form-group col-md-12">
-                                <label for="client_name">Client Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="client_name" name="client_name" required>
-                            </div>
-                            <div class="form-group col-md-12">
-                                <label for="short_name">Client Short name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="short_name" name="short_name" required>
-                            </div>
-
-                            <div class="form-group col-md-12">
-                                <label for="cost_center">PAN</label>
-                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInput(this, 'clients', 'pan')">
-                            </div>
-                        </div>
-
-                        <hr>
-
-                        <!-- Client Type -->
-                        <div class="form-row clienttypediv" style="display: none;">
-
-                            <div class="form-group col-md-6">
-                                <label for="dob">Date of Birth<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="dob" placeholder="DD/MM/YYYY" name="dob" >
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="cost_center">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="phone" placeholder="Enter Mobile Number" maxlength="10" name="phone"
-                                onkeypress="return onlyNumbers(event)" onchange="validateInput(this, 'clients', 'phone')">
-                            </div>
-
-                            <div class="form-group col-md-12">
-                                <label for="cost_center">Email<span class="text-danger">*</span></label>
-                                <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email">
-                            </div>
-                            <div class="form-group col-md-12">
-                                <label for="aadhar">Aadhar</label>
-                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInput(this, 'clients', 'aadhar')">
-                            </div>
-
-                        </div>
-
-                        <!-- branch -->
-                        <div class="form-row branchdiv">
-
-                            <div class="form-group col-md-12">
-                                <label for="short_name">Entity Type<span class="text-danger">*</span></label>
-                                <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
-                                    <option value="" selected>Select Entity</option>
-                                    <?php
-                                        if (isset($entity) && count($entity)) {
-                                            foreach ($entity as $key => $value) {
-                                                echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
-                                            }
-                                        }
-                                    ?>
-                                </select>                            
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="client_name">Branch Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_name" name="branch_name">
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_code" name="branch_code">
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="branch_code">Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="name" name="name">
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)">
-                            </div>
-
-                            <div class="form-group col-md-12">
-                                <label for="gst">GST<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="gst" placeholder="Enter GST Number" onchange="validateInput(this, 'client_branch', 'gst')"
-                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst" data-parsley-trigger="change" data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
-                            </div>
-
-                        </div>
-
-                    </div>
-                    <div class="form-group text-right m-b-0" id="hide_smbt_btn">
-                        <button type="submit" class="btn btn-primary waves-effect waves-light mr-1">Submit</button>
-                    </div>
-                </form>
-            </div>
-        </div><!-- /.modal-content -->
-    </div><!-- /.modal-dialog -->
-</div>
 
 <!-- Vehicle form content modal-->
 <div class="modal fade" id="vehicle_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
@@ -1041,8 +947,220 @@
         </div>
     </div>
 </div>
+
+<!-- Info Modal -->
+<div class="modal fade" id="moreInfoModal" tabindex="-1" role="dialog" aria-labelledby="fullWidthModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-xl" role="document">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="fullWidthModalLabel">More Information</h4>
+                <button type="button" class="close" data-dismiss="modal" aria-label="Close">
+                    <span aria-hidden="true">&times;</span>
+                </button>
+            </div>
+            <div class="modal-body">
+                <form id="installmentForm">
+                    <div id="dynamicDivFillInfo"></div>
+                </form>
+            </div>
+        </div>
+    </div>
+</div>
 <script>
 
+    $("#infoIcon").click(function() {
+        var policyTransactionPK = $('#policy_tranction_primarykey').val();
+        getDataForInfo(policyTransactionPK, function(data) {
+            console.log("data: ", data);
+            if (data && Object.keys(data).length) {
+                // openModal();
+                var myModal = new bootstrap.Modal(document.getElementById('moreInfoModal'));
+                myModal.show();
+
+                appendHtmlToModal(data.bds_data);
+            } else {
+                // toastr.warning("Data not Found");
+            }
+        });
+    });
+
+    function getDataForInfo (policyTransactionPK,callback) {
+        // alert(policyTransactionPK)
+        $.ajax({
+            url: "<?= base_url('policy_tranction/getMoreInfo') ?>",
+            type: "POST",
+            data: {
+                pt_id: policyTransactionPK
+            },
+            success: function(response) {
+                if (response.status) {
+                    console.log("Info Response: ", response);
+                    callback(response.data); // pass data to the callback
+                } else {
+                    toastr.warning("No Data Found");
+                    callback(null);
+                }
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                callback(null);
+            }
+        });
+
+    }
+
+    function appendHtmlToModal(data) {
+
+        const items = Array.isArray(data) ? data : data?.bds_data || [];
+
+        const container = document.getElementById('dynamicDivFillInfo');
+        container.innerHTML = '';
+
+        if (!Array.isArray(items) || items.length === 0) {
+            container.innerHTML = '<p>No data available.</p>';
+            return;
+        }
+
+        items.forEach(function(item, index) {
+            // Create .row container
+            const row = document.createElement('div');
+            row.className = 'row mb-3';
+
+            // Hidden input for ID
+            const hiddenId = document.createElement('input');
+            hiddenId.type = 'hidden';
+            hiddenId.name = `installments[${index}][id]`;
+            hiddenId.value = item.id;
+            row.appendChild(hiddenId);
+
+            // Payment Date
+            const paymentCol = document.createElement('div');
+            paymentCol.className = 'col-md-3';
+
+            // Use type="text" for flatpickr
+            const paymentGroup = createEditableInputGroup('Payment Date', 'payment_date', index, '', 'text');
+            paymentCol.appendChild(paymentGroup);
+            row.appendChild(paymentCol);
+
+            // Flatpickr target
+            const paymentInput = paymentGroup.querySelector('input');
+
+            // Convert DB date to d-m-Y (Flatpickr display format)
+            if (item.payment_date) {
+
+                flatpickr(paymentInput, {
+                    dateFormat: "d-m-Y",
+                    defaultDate: item.payment_date,
+                    allowInput: true
+                });
+            }
+
+            // Installment Amount
+            const amountCol = document.createElement('div');
+            amountCol.className = 'col-md-3';
+            amountCol.appendChild(createEditableInputGroup('Installment Amount', 'installment_amount', index, item.installment_amount, 'number'));
+            row.appendChild(amountCol);
+
+            // UTR Number
+            const utrCol = document.createElement('div');
+            utrCol.className = 'col-md-3';
+            utrCol.appendChild(createEditableInputGroup('UTR Number', 'utr_no', index, item.utr_no, 'text'));
+            row.appendChild(utrCol);
+
+            container.appendChild(row);
+        });
+
+        // Add submit button at the end
+        const submitRow = document.createElement('div');
+        submitRow.className = 'row';
+
+        const submitCol = document.createElement('div');
+        submitCol.className = 'col-md-12 text-end d-flex align-items-center justify-content-end';
+
+        const submitBtn = document.createElement('button');
+        submitBtn.type = 'submit';
+        submitBtn.id = 'submitInstallments';
+        submitBtn.className = 'btn btn-primary';
+        submitBtn.innerText = 'Save Installments';
+
+        submitCol.appendChild(submitBtn);
+        submitRow.appendChild(submitCol);
+        container.appendChild(submitRow);
+    }
+
+    $(document).on('click', '#submitInstallments', function (e) {
+        e.preventDefault();
+
+        const installments = [];
+
+        $('#dynamicDivFillInfo .row').each(function () {
+            const row = $(this);
+            const installment = {};
+
+            const id = row.find('input[name*="[id]"]').val();
+            const payment_date = row.find('input[name*="[payment_date]"]').val();
+            const installment_amount = row.find('input[name*="[installment_amount]"]').val();
+            const utr_no = row.find('input[name*="[utr_no]"]').val();
+
+            // Ignore empty rows
+            if (payment_date && installment_amount && utr_no) {
+                installment.id = id;
+                installment.payment_date = payment_date;
+                installment.installment_amount = installment_amount;
+                installment.utr_no = utr_no;
+                installments.push(installment);
+            }
+        });
+
+        if (installments.length === 0) {
+            toastr.warning("No valid installment data to save.");
+            return;
+        }
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+        $.ajax({
+            url: "<?= base_url('policy_tranction/saveInstallment') ?>",
+            type: "POST",
+            data: { installments },
+            success: function (response) {
+                if (response.status) {
+                    toastr.success("Installments saved successfully!");
+                    $('#moreInfoModal').modal('hide');
+                } else {
+                    toastr.error(response.message || "Save failed.");
+                }
+            },
+            error: function (xhr) {
+                console.error(xhr.responseText);
+                toastr.error("Server error.");
+            }
+        });
+
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(350).fadeOut('slow');
+    });
+
+    function createEditableInputGroup(labelText, fieldName, index, value, type) {
+        var group = document.createElement('div');
+        group.className = 'form-group mb-2';
+
+        var label = document.createElement('label');
+        label.innerText = labelText;
+
+        var input = document.createElement('input');
+        input.type = type;
+        input.className = 'form-control';
+        input.name = `installments[${index}][${fieldName}]`;
+        input.value = value;
+
+        group.appendChild(label);
+        group.appendChild(input);
+
+        return group;
+    }
+
+
 var team_id = [];
 let isClientFormSubmitting = false;
 var insurer_count_array = [];
@@ -3155,108 +3273,108 @@ $("#inception_form_id").submit(function(event) {
     });
 });
 
-$("#client_form").submit(function(event) {
+//  $("#client_form").submit(function(event) {
 
-    let form_type =  $(this).data('id') || 0;
+//     let form_type =  $(this).data('id') || 0;
 
-    console.log('onsubmit event', this)
+//     console.log('onsubmit event', this)
-    console.log('onsubmit event get data value',form_type)
+//     console.log('onsubmit event get data value',form_type)
-    console.log('client_type', $('#client_type').val());
+//     console.log('client_type', $('#client_type').val());
 
-    event.preventDefault(); 
+//     event.preventDefault(); 
 
     
-    $('#aadhar').attr('data-parsley-required', 'false');
+//     $('#aadhar').attr('data-parsley-required', 'false');
-    $('#aadhar').removeAttr('required');
+//     $('#aadhar').removeAttr('required');
 
 
-    isClientFormSubmitting = true;
+//     isClientFormSubmitting = true;
-    var isValid = $('#client_form').parsley().validate();    
+//     var isValid = $('#client_form').parsley().validate();    
-    if (!isValid) { 
+//     if (!isValid) { 
-        console.log('Form is Empty', 'Warning');
+//         console.log('Form is Empty', 'Warning');
-        return ; 
+//         return ; 
-    }
+//     }
 
-    form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
+//     form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
 
-    $('.loader').fadeIn();
+//     $('.loader').fadeIn();
-    $('.loader-mask').fadeIn();
+//     $('.loader-mask').fadeIn();
 
-    var client_type = $('#client_type').val() || $('#Owner_type').val();
+//     var client_type = $('#client_type').val() || $('#Owner_type').val();
-    console.log('client_type:', client_type);
+//     console.log('client_type:', client_type);
 
-    //FORM Data
+//     //FORM Data
-    var formData = new FormData($('#client_form')[0]);
+//     var formData = new FormData($('#client_form')[0]);
-    formData.append('client_type', client_type);
+//     formData.append('client_type', client_type);
 
-    $.ajax({
+//     $.ajax({
-        data:formData,
+//         data:formData,
-        url: form_action,
+//         url: form_action,
-        type: "POST",
+//         type: "POST",
-        dataType: 'json',
+//         dataType: 'json',
-        processData: false,
+//         processData: false,
-        contentType: false,
+//         contentType: false,
-        success: function(res) {
+//         success: function(res) {
 
-            $('.loader').fadeOut();
+//             $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
+//             $('.loader-mask').delay(350).fadeOut('slow');
 
-            console.log('create_Client_With_Minimal_Data', res)
+//             console.log('create_Client_With_Minimal_Data', res)
 
-            if(res.status == true){
+//             if(res.status == true){
-                getClientAndBranchAndPolicy(res.client_id, res.branch_id);
+//                 getClientAndBranchAndPolicy(res.client_id, res.branch_id);
 
-                if(form_type != 1){
+//                 if(form_type != 1){
 
-                    setTimeout(function(){
+//                     setTimeout(function(){
-                        $('#client_id').val(res.client_id).change();
+//                         $('#client_id').val(res.client_id).change();
-                        setTimeout(function(){
+//                         setTimeout(function(){
-                            $('#client_branch_id').val(res.branch_id).change();
+//                             $('#client_branch_id').val(res.branch_id).change();
-                        }, 1000)
+//                         }, 1000)
-                    }, 2000)
+//                     }, 2000)
 
-                }else{
+//                 }else{
 
-                    setTimeout(function(){
+//                     setTimeout(function(){
-                        $('#owner').val(res.client_id).change();
+//                         $('#owner').val(res.client_id).change();
-                        $('#owner_branch').val(res.branch_id).change();
+//                         $('#owner_branch').val(res.branch_id).change();
 
-                        $('.loader').fadeOut();
+//                         $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
+//                         $('.loader-mask').delay(350).fadeOut('slow');
 
-                    }, 2000)
+//                     }, 2000)
-                }
+//                 }
 
-                toastr.success(res.message, 'Success');
+//                 toastr.success(res.message, 'Success');
 
-            }else{
+//             }else{
-                toastr.error(res.message, 'Error');
+//                 toastr.error(res.message, 'Error');
-            }
+//             }
 
-            $('#client_form')[0].reset();
+//             $('#client_form')[0].reset();
-            $('.close').click();
+//             $('.close').click();
 
-            if(form_type == 1){
+//             if(form_type == 1){
 
-                var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
+//                 var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
-                myModal.show();
+//                 myModal.show();
 
-                $('#client_form').removeAttr('data-id');
+//                 $('#client_form').removeAttr('data-id');
 
-                // Load form data into #vehicle_form from localStorage
+//                 // Load form data into #vehicle_form from localStorage
-                setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
+//                 setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
-            }
+//             }
 
-            isClientFormSubmitting = false;
+//             isClientFormSubmitting = false;
-        },
+//         },
-        error: function (xhr, status, error) {
+//         error: function (xhr, status, error) {
-            console.error(xhr.responseText);
+//             console.error(xhr.responseText);
-            console.error(status, error);
+//             console.error(status, error);
-            $('.loader').fadeOut();
+//             $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
+//             $('.loader-mask').delay(350).fadeOut('slow');
-        }
+//         }
-    });
+//     });
-});
+// }); 
 
 $("#vehicle_form").submit(function(event) {