FIX_POLICY_TRANCTION_ISSUE : RV
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@ -75,7 +75,7 @@ class PolicyTransactionController extends BaseController
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$this->employeeModel = new EmployeeModel();
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$this->userTeamsModel = new UserTeamsModel();
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$this->userModel = new UserModel();
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$this->employeePolicyModel = new EmployeePolicyModel();
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$this->employeePolicyModel = new EmployeePolicyModel();
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}
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// Policy Transaction Inception
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@ -133,6 +133,7 @@ class PolicyTransactionController extends BaseController
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clients.client_name,
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client_branch.branch_name AS client_branch_name,
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insurers.name AS insurer_name,
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insurers.short_name AS insurer_short_name,
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policy_type.policy_type,
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pt_co_share_details.agreed_amt AS amount,
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pt_co_share_details.bp_amt AS bp,
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@ -141,7 +142,7 @@ class PolicyTransactionController extends BaseController
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->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
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->join('clients', 'clients.id = policy_transaction.client_id', 'left')
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->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
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->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
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->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
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->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
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->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
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->where('policy_transaction.is_active', 1)
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@ -307,7 +308,6 @@ class PolicyTransactionController extends BaseController
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return $this->respondError("Failed to update policy transaction");
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}
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private function insertOrUpdateCoShareDetails($data, $pt_id)
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{
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// Prepare data for insertion and updating
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@ -657,12 +657,14 @@ class PolicyTransactionController extends BaseController
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clients.short_name as client_short_name,
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clients.client_code,
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client_branch.branch_name as client_branch_name,
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insurers.name as insurer_name,
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insurers.name AS insurer_name,
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insurers.short_name AS insurer_short_name,
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policy_type.policy_type
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')
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->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
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->join('clients', 'policy_transaction.client_id = clients.id', 'left')
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->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
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->join('insurers', 'policy_transaction.insurer_id = insurers.id','left')
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->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
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->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
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->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
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->where('policy_transaction.is_active', 1)
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@ -682,7 +684,6 @@ class PolicyTransactionController extends BaseController
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$this->loadLayout('policy_transaction_endorsement_list', $data);
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}
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public function createEndorsementPolicy()
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{
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$id = $this->request->getPost('id');
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@ -698,7 +699,7 @@ class PolicyTransactionController extends BaseController
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private function preparePolicyTransactionData()
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{
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$data = $this->request->getPost();
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// print_r($data);
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// print_r($data); die;
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$data_received_date = (string)$this->request->getPost('data_received_date');
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$closure_date = (string)$this->request->getPost('closure_date');
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@ -716,11 +717,57 @@ class PolicyTransactionController extends BaseController
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$issue_type = $this->policyTransactionModel
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->where('action_type', 'inception')
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->where('client_id', $this->request->getPost('client_id'))
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->where('client_branch_id', $this->request->getPost('client_branch_id'))
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->where('client_policy_id', $this->request->getPost('client_policy_id'))
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->first();
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$data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
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// print_r($data); die;
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$client_branch_id = $data['client_branch_id'];
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if($data['client_branch_id'] == ""){
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$client_branch_id = $issue_type['client_branch_id'];
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}
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if(!$data['id']){
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$data += [
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'issuer' => $issue_type['issuer'] ?? null,
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'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
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'policy_type_id' => $issue_type['policy_type_id'] ?? null,
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'policy_type_id' => $issue_type['policy_type_id'] ?? null,
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'issue_type' => $issue_type['issue_type'] ?? null,
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'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
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'cd_ac_no' => $issue_type['issue_type'] ?? null,
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'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
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'policy_start_date' => $issue_type['policy_start_date'] ?? null,
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'policy_end_date' => $issue_type['policy_end_date'] ?? null,
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'revenue_type' => $issue_type['revenue_type'] ?? null,
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'co_share' => $issue_type['co_share'] ?? 0,
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'bro_payable_by' => $issue_type['bro_payable_by'] ?? 0,
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'installment' => $issue_type['installment'] ?? null,
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'installment_data' => $issue_type['installment_data'] ?? null,
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'location' => $issue_type['location'] ?? null,
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'links' => $issue_type['links'] ??null,
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'stage' => $issue_type['stage'] ?? null,
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'etat' => $issue_type['etat'] ?? null,
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'etat_band' => $issue_type['etat_band'] ?? null,
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'edate' => $issue_type['edate'] ?? null,
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'renewal_date' => $issue_type['renewal_date'] ?? null,
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'rollover_date' => $issue_type['rollover_date'] ?? null,
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'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
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'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
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'ref' => $issue_type['ref'] ?? null,
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'spl' => $issue_type['spl'] ?? null,
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'fund_received' => $issue_type['fund_received'] ?? null,
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'listed_insurers' => $issue_type['listed_insurers'] ?? null,
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'ppteam' => $issue_type['ppteam'] ?? null,
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'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
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'serviced_by' => $issue_type['serviced_by'] ?? null
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];
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$data['client_branch_id'] = $client_branch_id;
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}
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// print_r($issue_type);
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// print_r($data);
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// die;
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return $data;
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}
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@ -730,11 +777,11 @@ class PolicyTransactionController extends BaseController
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$insert = $this->policyTransactionModel->insert($data);
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if ($insert) {
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$this->insertTransactionStatus($insert, $data['status'], 1);
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$this->handleCompletedStatus($data, $insert);
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$this->insertOrUpdateCoShareDetails($data, $insert);
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return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
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}
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@ -785,7 +832,6 @@ class PolicyTransactionController extends BaseController
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}
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}
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public function getEndorsementDataForEdit($id)
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{
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$data = $this->policyTransactionModel
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@ -894,6 +940,7 @@ class PolicyTransactionController extends BaseController
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->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
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->where('policy_transaction.client_id', $client_id)
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->where('policy_transaction.client_policy_id', $client_policy_id)
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->where('policy_transaction.action_type', 'inception')
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->findAll();
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if ($totalCount) {
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@ -284,13 +284,15 @@
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<thead>
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<tr>
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<th>Premium Details</th>
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<!-- Add additional header columns if needed for insurers -->
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</tr>
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</thead>
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<tbody>
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<tr style="display: none;">
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<tr>
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<td>Insurer</td>
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<!-- Columns for dynamic insurers will be added here -->
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</tr>
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<tr id="is_leader_tr" style="display: none;">
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<tr>
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<td>Is Leader?</td>
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</tr>
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<tr id="co_share_per_tr" style="display: none;">
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@ -630,6 +632,7 @@ $("#endorsement_form_id").submit(function(event) {
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if (res.status == true) {
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toastr.success(res.message, 'Success');
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$('#policy_tranction_primarykey').val(res.pt_id);
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window.location.reload(true);
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} else {
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toastr.error(res.message, 'Error');
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}
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@ -832,23 +835,23 @@ function addInsurerColumn() {
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switch(index) {
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case 0: // Insurer selection
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newCell = `<td>
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<select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
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<option value="" selected>Select Insurer</option>
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<?php foreach ($insurer_branch as $value) { ?>
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<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
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<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
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</option>
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<?php } ?>
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</select>
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</td>`;
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<select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
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<option value="" selected>Select Insurer</option>
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<?php foreach ($insurer_branch as $value) { ?>
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<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
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<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
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</option>
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<?php } ?>
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</select>
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</td>`;
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break;
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case 1: // Is Leader?
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newCell = `<td>
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<label class="switch" style="position: relative; top: 5px; left: 35px;">
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<input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
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<span class="slider round" style="height: 27px;"></span>
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</label>
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<label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
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<label class="switch" style="position: relative; top: 5px; left: 35px;">
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<input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" disabled>
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<span class="slider round" style="height: 27px;"></span>
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</label>
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<label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
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</td>`;
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break;
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case 2: // Co-Share %
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@ -860,7 +863,7 @@ function addInsurerColumn() {
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case 4: // TP / Ter Premium
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newCell = `<td><input type="text" id="tp_ter_premium_${insurerCount}" name="tp_ter_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
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break;
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case 5: // co Premium
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case 5: // Co Premium
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newCell = `<td><input type="text" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
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break;
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case 6: // CGST
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@ -873,13 +876,13 @@ function addInsurerColumn() {
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newCell = `<td><input type="text" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')"></td>`;
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break;
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case 9: // GST Amount
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newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')" readonly></td>`;
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newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" readonly></td>`;
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break;
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case 10: // Stamp Duty
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newCell = `<td><input type="text" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')"></td>`;
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break;
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case 11: // Total
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newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}" name="total[]" readonly></td>`;
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newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}" name="total[]" readonly></td>`;
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break;
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case 12: // Agreed BP %
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newCell = `<td><input type="text" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
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@ -888,69 +891,68 @@ function addInsurerColumn() {
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newCell = `<td><input type="text" name="agreed_tp_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
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break;
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case 14: // Agreed Amount
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newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`;
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newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`;
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break;
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case 15: // Standard BP %
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newCell = `<td><input type="text" class="readonly-color" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
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newCell = `<td><input type="text" class="readonly-color" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
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break;
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case 16: // Standard TP %
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newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
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newCell += `<td class="std_ter_td" style="dispaly: none;"><input type="text" class="readonly-color" name="standard_tep[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
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newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" readonly></td>`;
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newCell += `<td class="std_ter_td" style="display: none;"><input type="text" class="readonly-color" name="standard_tep[]" readonly></td>`;
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break;
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case 17: // id
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newCell = `<td><input type="hidden" name="co_share_id[]"></td>`;
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break;
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}
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// Append new cell to the current row
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$(this).append(newCell);
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$('#follow_insurer_id_' + insurerCount).select2()
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// Initialize select2 for newly added insurer select dropdown
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$('#follow_insurer_id_' + insurerCount).select2();
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var selectedOption = $('#policy_type_id').find('option:selected');
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// Get selected policy type data
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const selectedOption = $('#policy_type_id').find('option:selected');
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const bap = selectedOption.data('bap');
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var ebp = selectedOption.data('ebp');
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var etp = selectedOption.data('etp');
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var etep = selectedOption.data('etep');
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var iep = selectedOption.data('iep');
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var itp = selectedOption.data('itp');
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var itep = selectedOption.data('itep');
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var bap = selectedOption.data('bap');
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if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
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$('#tp_premium_td').text('Ter Premium')
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$('#agree_tp_td').text('Agreed Ter %')
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$('#std_head').text('Standard Ter %')
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$('.std_ter_td').show()
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// Update column headers and visibility based on policy type
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if (bap === 'Fire' || bap === 'Marine Cargo' || bap === 'Marine Hull') {
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$('#tp_premium_td').text('Ter Premium');
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$('#agree_tp_td').text('Agreed Ter %');
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$('#std_head').text('Standard Ter %');
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$('.std_ter_td').show();
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$('.std_tp_td').hide();
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}else{
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$('#tp_premium_td').text('TP Premium')
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$('#agree_tp_td').text('Agreed TP %')
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$('#std_head').text('Standard TP %')
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$('.std_ter_td').hide()
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$('.std_tp_td').show()
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} else {
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$('#tp_premium_td').text('TP Premium');
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$('#agree_tp_td').text('Agreed TP %');
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$('#std_head').text('Standard TP %');
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$('.std_ter_td').hide();
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$('.std_tp_td').show();
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}
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if(bap == 'Motor'){
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// Hide TP premium row for Motor policy type
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if (bap === 'Motor') {
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$('#tp_premium_tr').hide();
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}else{
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} else {
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$('#tp_premium_tr').show();
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}
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$('[name="standard_bp[]"]').val(ebp);
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$('[name="standard_tp[]"]').val(etp);
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$('[name="standard_tep[]"]').val(etep);
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// Set standard values
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$('#standard_bp_' + insurerCount).val(selectedOption.data('ebp'));
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// $('[name="standard_bp[]"]').val(selectedOption.data('ebp'));
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$('[name="standard_tp[]"]').val(selectedOption.data('etp'));
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$('[name="standard_tep[]"]').val(selectedOption.data('etep'));
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if(insurerCount > 1){
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// Set 'follow_insurer' to required if more than 1 column exists
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if (insurerCount > 1) {
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$('.follow_insurer').prop('required', true);
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}else{
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} else {
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$('.follow_insurer').prop('required', false);
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}
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});
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// Add click event for delete button
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$('.delete-insurer').off('click').on('click', function() {
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const index = $(this).closest('th').index();
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@ -994,16 +996,18 @@ function removeAllColumnsExceptFirst(tableId) {
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function populateTable(dataArray, status = false) {
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dataArray.forEach((data, index) => {
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// Add a new insurer column for each entry in the data array
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addInsurerColumn(); // This will add a new column dynamically
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addInsurerColumn(); // Assuming this function adds a new column dynamically
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// Populate the fields with the provided data
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$('#insurerTable tbody tr').each(function(rowIndex, row) {
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const cell = $(row).find('td').eq(insurerCount); // Get the newly added column by `insurerCount`
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const cell = $(row).find('td').eq(insurerCount); // Ensure insurerCount is correctly set or incremented
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let insurer = data.insurer_branch_id + '-' + data.insurer_id
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// Split insurer id and branch id properly
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let insurer = data.insurer_branch_id + '-' + data.insurer_id;
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switch (rowIndex) {
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case 0: // Insurer selection
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cell.find('select').val(insurer).change();
|
||||
cell.find('select').val(insurer).prop('disabled', true).select2();
|
||||
break;
|
||||
case 1: // Is Leader?
|
||||
cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
|
||||
@ -1058,11 +1062,12 @@ function populateTable(dataArray, status = false) {
|
||||
}
|
||||
break;
|
||||
case 17: // id
|
||||
cell.find('input').val(data.id);
|
||||
cell.find('input').val(status ? data.id : '');
|
||||
break;
|
||||
}
|
||||
});
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
</script>
|
||||
@ -68,6 +68,7 @@ table.dataTable thead th {
|
||||
<th>Issuer</th>
|
||||
<th>Client</th>
|
||||
<th>Branch</th>
|
||||
<th>Insurer</th>
|
||||
<th>Policy</th>
|
||||
<th>Endorsement Type</th>
|
||||
<th>Endorsement No</th>
|
||||
@ -83,11 +84,12 @@ table.dataTable thead th {
|
||||
<?php foreach($endorsement_data_list as $row){ ?>
|
||||
<tr>
|
||||
<td><input type="checkbox" class="row-select" data-id="<?= $row['id']; ?>"></td>
|
||||
<td><?php $issuer[$row['issuer']] ?? ''; ?></td>
|
||||
<td><?php echo $issuer[$row['issuer']] ?? ''; ?></td>
|
||||
<td><?php echo $row['client_short_name']; ?></td>
|
||||
<td><?php echo $row['client_branch_name']; ?></td>
|
||||
<td><?php echo $row['insurer_short_name']; ?></td>
|
||||
<td><?php echo $row['policy_type']; ?></td>
|
||||
<td><?php echo $row['action_type']; ?></td>
|
||||
<td><?php echo $action_type[$row['action_type']]; ?></td>
|
||||
<td><?php echo $row['endorsement_no']; ?></td>
|
||||
<td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td>
|
||||
<td><?php echo $row['emp_count']; ?></td>
|
||||
|
||||
@ -1123,54 +1123,57 @@ $(document).ready(function() {
|
||||
|
||||
//edit function
|
||||
function getPolicyTransactionDataForEdit(input) {
|
||||
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
|
||||
$('#inception_form_id')[0].reset();
|
||||
var id = $(input).attr('data-id');
|
||||
console.log('Selected policy transaction ID:', id);
|
||||
|
||||
$.ajax({
|
||||
url: '<?= base_url("/policy_tranction/inception/list/") ?>' + id,
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('getPolicyTransactionDataForEdit', res);
|
||||
|
||||
if (res.status == true) {
|
||||
|
||||
hide_list_show_add()
|
||||
hide_list_show_add();
|
||||
|
||||
var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res
|
||||
.data.policy_no ? ' - ' + [res.data.client_short_name, res.data.policy_type, res
|
||||
.data.policy_no
|
||||
].filter(Boolean).join('-') : '');
|
||||
var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res.data.policy_no ?
|
||||
' - ' + [res.data.client_short_name, res.data.policy_type, res.data.policy_no]
|
||||
.filter(Boolean).join('-') : '');
|
||||
|
||||
$('#page_title').text(page_title)
|
||||
$('#page_title').text(page_title);
|
||||
|
||||
// Setting values to correct fields
|
||||
$('#policy_tranction_primarykey').val(res.data.id);
|
||||
$('#client_policy_id').val(res.data.client_policy_id);
|
||||
$('#client_id_for_edit').val(res.data.client_id);
|
||||
$('#issuer').val(res.data.issuer);
|
||||
$('#issue_type').val(res.data.issue_type).change();
|
||||
$('#issue_type').val(res.data.issue_type);
|
||||
|
||||
$('#client_id').val(res.data.client_id).change();
|
||||
$('#client_type').val(res.data.client_type);
|
||||
$('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id).change();
|
||||
$('#vehicle_no').val(res.data.vehicle_id).change();
|
||||
setTimeout(function() {
|
||||
$('#client_id').val(res.data.client_id).change();
|
||||
$('#client_type').val(res.data.client_type);
|
||||
$('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id);
|
||||
$('#vehicle_no').val(res.data.vehicle_id).select2();
|
||||
}, 1000);
|
||||
|
||||
var tpaValue = '';
|
||||
|
||||
if (res.data.master_tpa_branch_id && res.data.master_tpa_id) {
|
||||
tpaValue = res.data.master_tpa_branch_id + '-' + res.data.master_tpa_id;
|
||||
}else if(res.data.tpa_branch_id && res.data.tpa_id){
|
||||
} else if (res.data.tpa_branch_id && res.data.tpa_id) {
|
||||
tpaValue = res.data.tpa_branch_id + '-' + res.data.tpa_id;
|
||||
}
|
||||
|
||||
$('#tpa').val(tpaValue).change();
|
||||
if(res.data.master_policy_type_id){
|
||||
|
||||
if (res.data.master_policy_type_id) {
|
||||
$('#policy_type_id').val(res.data.master_policy_type_id).change();
|
||||
}else{
|
||||
} else {
|
||||
$('#policy_type_id').val(res.data.policy_type_id).change();
|
||||
}
|
||||
|
||||
@ -1184,7 +1187,7 @@ function getPolicyTransactionDataForEdit(input) {
|
||||
|
||||
appendFileTableBody(res.data.pt_files);
|
||||
|
||||
if(res.data.pt_co_share_details){
|
||||
if (res.data.pt_co_share_details) {
|
||||
populateTable(res.data.pt_co_share_details);
|
||||
}
|
||||
|
||||
@ -1193,29 +1196,24 @@ function getPolicyTransactionDataForEdit(input) {
|
||||
}
|
||||
|
||||
if (res.data.pt_co_share_details && res.data.pt_co_share_details.length > 0) {
|
||||
|
||||
$('#tab_content').empty()
|
||||
count = 0
|
||||
|
||||
$('#tab_content').empty();
|
||||
count = 0;
|
||||
$.each(res.data.pt_co_share_details, function(index, item) {
|
||||
// appendNewTab(item);
|
||||
// appendNewTab(item); // Uncomment when implementing tab addition logic
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
|
||||
setTimeout(function() {
|
||||
|
||||
$('#cd_ac_no').val(res.data.cd_ac_no);
|
||||
$('#client_branch_id').val(res.data.client_branch_id).change();
|
||||
$('#client_branch_id').val(res.data.client_branch_id).select2();
|
||||
$('#source_client_policy_id').val(res.data.source_client_policy_id).change();
|
||||
$('#base_policy').val(res.data.base_policy).change();
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
}, 2000);
|
||||
|
||||
}, 1000)
|
||||
|
||||
// Set additional fields
|
||||
$('#policy_status').val(res.data.status);
|
||||
$('#ref').val(res.data.ref);
|
||||
$('#spl').val(res.data.spl);
|
||||
@ -1242,8 +1240,7 @@ function getPolicyTransactionDataForEdit(input) {
|
||||
$('#sales_generated_by').val(res.data.sales_generated_by ?? '').change();
|
||||
$('#serviced_by').val(res.data.serviced_by ?? '').change();
|
||||
|
||||
|
||||
// Issuer Type - JBIS or Nhance
|
||||
// Additional form handling logic
|
||||
if (res.data.issue_type == 2) {
|
||||
$('#renewal').show();
|
||||
$('#source_client_policy_id').attr('required', true);
|
||||
@ -1252,106 +1249,95 @@ function getPolicyTransactionDataForEdit(input) {
|
||||
$('#source_client_policy_id').attr('required', false);
|
||||
}
|
||||
|
||||
//For Base Policy
|
||||
// Handle base policy visibility
|
||||
if (res.data.is_addon == 2 || res.data.is_addon == 3) {
|
||||
$('#base_policy_id').show();
|
||||
} else {
|
||||
$('#base_policy_id').hide();
|
||||
}
|
||||
|
||||
//for Co Share Percentage
|
||||
// Handle co-share percentage
|
||||
if (res.data.co_share == 1) {
|
||||
$('#cop_yes').prop('checked', true);
|
||||
$('#add_more_row').removeClass('d-none');
|
||||
$('.payby').removeClass('d-none');
|
||||
$('#is_leader_tr').show()
|
||||
$('#co_share_per_tr').show()
|
||||
$('#co_premium_tr').show()
|
||||
$('#add_more_row').removeClass('d-none');
|
||||
$('.payby').removeClass('d-none');
|
||||
$('#is_leader_tr').show();
|
||||
$('#co_share_per_tr').show();
|
||||
$('#co_premium_tr').show();
|
||||
} else {
|
||||
$('#cop_yes').prop('checked', false);
|
||||
$('#add_more_row').addClass('d-none');
|
||||
$('.payby').addClass('d-none');
|
||||
$('#is_leader_tr').hide()
|
||||
$('#co_share_per_tr').hide()
|
||||
$('#co_premium_tr').hide()
|
||||
$('#is_leader_tr').hide();
|
||||
$('#co_share_per_tr').hide();
|
||||
$('#co_premium_tr').hide();
|
||||
}
|
||||
|
||||
//for Same Insured Name
|
||||
// Handle "Same Insured Name"
|
||||
if (res.data.same_as_proposer == 1) {
|
||||
$('#same_as_proposer').prop('checked', true);
|
||||
$('#dynamic-form-container-for-insured').empty();
|
||||
$('#family_details').hide();
|
||||
} else {
|
||||
$('#same_as_proposer').prop('checked', false);
|
||||
if(res.data.client_type == 2 && res.data.policy_type_id != 8){
|
||||
if (res.data.client_type == 2 && res.data.policy_type_id != 8) {
|
||||
$('#family_details').show();
|
||||
$.each(res.data.emp_data, function(index, emp) {
|
||||
appendInsured(emp)
|
||||
appendInsured(emp);
|
||||
});
|
||||
|
||||
}else{
|
||||
} else {
|
||||
$('#dynamic-form-container-for-insured').empty();
|
||||
$('#family_details').hide();
|
||||
}
|
||||
}
|
||||
|
||||
// for Brokerage Pay By
|
||||
// Handle brokerage pay by
|
||||
if (res.data.bro_payable_by == 1) {
|
||||
$('#bro_payable_by').prop('checked', true);
|
||||
} else {
|
||||
$('#bro_payable_by').prop('checked', false);
|
||||
}
|
||||
|
||||
//for Policy Tranction Status
|
||||
if(res.data.status == "completed"){
|
||||
|
||||
$('#sales_row').show()
|
||||
$('#policy_no').prop('required', true)
|
||||
$('#policy_issue_date').prop('required', true)
|
||||
$('#policy_start_date').prop('required', true)
|
||||
$('#policy_end_date').prop('required', true)
|
||||
$('#tpa').prop('required', true)
|
||||
$('#emp_count').prop('required', true)
|
||||
$('#dependent_count').prop('required', true)
|
||||
$('.follow_insurer').prop('required', true)
|
||||
|
||||
}else{
|
||||
$('#sales_row').hide()
|
||||
$('#policy_no').prop('required', false)
|
||||
$('#policy_issue_date').prop('required', false)
|
||||
$('#policy_start_date').prop('required', false)
|
||||
$('#policy_end_date').prop('required', false)
|
||||
$('#tpa').prop('required', false)
|
||||
$('#emp_count').prop('required', false)
|
||||
$('#dependent_count').prop('required', false)
|
||||
$('.follow_insurer').prop('required', false)
|
||||
|
||||
// Policy transaction status handling
|
||||
if (res.data.status == "completed") {
|
||||
$('#sales_row').show();
|
||||
$('#policy_no').prop('required', true);
|
||||
$('#policy_issue_date').prop('required', true);
|
||||
$('#policy_start_date').prop('required', true);
|
||||
$('#policy_end_date').prop('required', true);
|
||||
$('#tpa').prop('required', true);
|
||||
$('#emp_count').prop('required', true);
|
||||
$('#dependent_count').prop('required', true);
|
||||
$('.follow_insurer').prop('required', true);
|
||||
} else {
|
||||
$('#sales_row').hide();
|
||||
$('#policy_no').prop('required', false);
|
||||
$('#policy_issue_date').prop('required', false);
|
||||
$('#policy_start_date').prop('required', false);
|
||||
$('#policy_end_date').prop('required', false);
|
||||
$('#tpa').prop('required', false);
|
||||
$('#emp_count').prop('required', false);
|
||||
$('#dependent_count').prop('required', false);
|
||||
$('.follow_insurer').prop('required', false);
|
||||
}
|
||||
|
||||
//for Client Type Changes
|
||||
if(res.data.client_type == 2){
|
||||
if(policy_type_id == 8){
|
||||
// Client type changes
|
||||
if (res.data.client_type == 2) {
|
||||
if (res.data.policy_type_id == 8) {
|
||||
$('#policyholdernamediv').hide();
|
||||
}else{
|
||||
} else {
|
||||
$('#policyholdernamediv').show();
|
||||
}
|
||||
|
||||
|
||||
$('.branchdiv').hide();
|
||||
$('.branchdiv').hide();
|
||||
$('#client_branch_id').prop('required', false);
|
||||
|
||||
} else {
|
||||
$('#policyholdernamediv').hide();
|
||||
$('.branchdiv').show();
|
||||
$('.branchdiv').show();
|
||||
$('#client_branch_id').prop('required', true);
|
||||
|
||||
|
||||
}
|
||||
|
||||
} else {
|
||||
console.log('No data found');
|
||||
}
|
||||
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
$('.loader').fadeOut();
|
||||
@ -1715,7 +1701,7 @@ $("#vehicle_form").submit(function(event) {
|
||||
getClientAndBranchAndPolicy();
|
||||
$('#client_type').val(res.owner_type);
|
||||
setTimeout(function(){
|
||||
appendVehicles(res.vehicles, res.vehicle_id)
|
||||
appendVehicles(res.vehicles, res.vehicle_id);
|
||||
$('#client_id').val(res.owner_id).change();
|
||||
if(res.owner_type == 1){
|
||||
|
||||
|
||||
@ -130,6 +130,7 @@ table.dataTable tbody td {
|
||||
<th><div class="column-header">Issuing Type</div></th>
|
||||
<th><div class="column-header">Client Type</div></th>
|
||||
<th><div class="column-header">Client / Branch</div></th>
|
||||
<th><div class="column-header">Insurer</div></th>
|
||||
<th><div class="column-header">Policy</div></th>
|
||||
<th><div class="column-header">Policy No</div></th>
|
||||
<th><div class="column-header">Policy Issue Date</div></th>
|
||||
@ -150,7 +151,8 @@ table.dataTable tbody td {
|
||||
<td><?php echo $issuing_type[$row['issue_type']]; ?></td>
|
||||
<td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>
|
||||
<td><?php echo $row['client_type'] == 2 ? $row['client_name'] : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
|
||||
<td><?php echo $row['policy_type'] ?? '-'; ?></td>
|
||||
<td><?php echo $row['insurer_short_name']; ?></td>
|
||||
<td><?php echo $row['policy_type']; ?></td>
|
||||
<td><?php echo $row['policy_no']; ?></td>
|
||||
<td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td>
|
||||
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>
|
||||
|
||||
Loading…
Reference in New Issue
Block a user