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FIX_POLICY_TRANCTION_ISSUE : RV

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This commit is contained in:
VENKATESHWARAN 2024-09-19 15:54:53 +05:30
parent d6a7a7c485
commit 78ab5918b0
5 changed files with 200 additions and 158 deletions
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69
app/Controllers/PolicyTransactionController.php
View File

@ -75,7 +75,7 @@ class PolicyTransactionController extends BaseController
$this->employeeModel = new EmployeeModel(); $this->employeeModel = new EmployeeModel();
$this->userTeamsModel = new UserTeamsModel(); $this->userTeamsModel = new UserTeamsModel();
$this->userModel = new UserModel(); $this->userModel = new UserModel();
$this->employeePolicyModel = new EmployeePolicyModel(); $this->employeePolicyModel = new EmployeePolicyModel();
} }
// Policy Transaction Inception // Policy Transaction Inception
@ -133,6 +133,7 @@ class PolicyTransactionController extends BaseController
clients.client_name, clients.client_name,
client_branch.branch_name AS client_branch_name, client_branch.branch_name AS client_branch_name,
insurers.name AS insurer_name, insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type, policy_type.policy_type,
pt_co_share_details.agreed_amt AS amount, pt_co_share_details.agreed_amt AS amount,
pt_co_share_details.bp_amt AS bp, pt_co_share_details.bp_amt AS bp,
@ -141,7 +142,7 @@ class PolicyTransactionController extends BaseController
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left') ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left') ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left') ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left') ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left') ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left') ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1) ->where('policy_transaction.is_active', 1)
@ -307,7 +308,6 @@ class PolicyTransactionController extends BaseController
return $this->respondError("Failed to update policy transaction"); return $this->respondError("Failed to update policy transaction");
} }
private function insertOrUpdateCoShareDetails($data, $pt_id) private function insertOrUpdateCoShareDetails($data, $pt_id)
{ {
// Prepare data for insertion and updating // Prepare data for insertion and updating
@ -657,12 +657,14 @@ class PolicyTransactionController extends BaseController
clients.short_name as client_short_name, clients.short_name as client_short_name,
clients.client_code, clients.client_code,
client_branch.branch_name as client_branch_name, client_branch.branch_name as client_branch_name,
insurers.name as insurer_name, insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type policy_type.policy_type
') ')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'policy_transaction.client_id = clients.id', 'left') ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left') ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'policy_transaction.insurer_id = insurers.id','left') ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left') ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left') ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1) ->where('policy_transaction.is_active', 1)
@ -682,7 +684,6 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('policy_transaction_endorsement_list', $data); $this->loadLayout('policy_transaction_endorsement_list', $data);
} }
public function createEndorsementPolicy() public function createEndorsementPolicy()
{ {
$id = $this->request->getPost('id'); $id = $this->request->getPost('id');
@ -698,7 +699,7 @@ class PolicyTransactionController extends BaseController
private function preparePolicyTransactionData() private function preparePolicyTransactionData()
{ {
$data = $this->request->getPost(); $data = $this->request->getPost();
// print_r($data); // print_r($data); die;
$data_received_date = (string)$this->request->getPost('data_received_date'); $data_received_date = (string)$this->request->getPost('data_received_date');
$closure_date = (string)$this->request->getPost('closure_date'); $closure_date = (string)$this->request->getPost('closure_date');
@ -716,11 +717,57 @@ class PolicyTransactionController extends BaseController
$issue_type = $this->policyTransactionModel $issue_type = $this->policyTransactionModel
->where('action_type', 'inception') ->where('action_type', 'inception')
->where('client_id', $this->request->getPost('client_id')) ->where('client_id', $this->request->getPost('client_id'))
->where('client_branch_id', $this->request->getPost('client_branch_id')) ->where('client_policy_id', $this->request->getPost('client_policy_id'))
->first(); ->first();
$data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1); $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
// print_r($data); die; $client_branch_id = $data['client_branch_id'];
if($data['client_branch_id'] == ""){
$client_branch_id = $issue_type['client_branch_id'];
}
if(!$data['id']){
$data += [
'issuer' => $issue_type['issuer'] ?? null,
'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
'policy_type_id' => $issue_type['policy_type_id'] ?? null,
'policy_type_id' => $issue_type['policy_type_id'] ?? null,
'issue_type' => $issue_type['issue_type'] ?? null,
'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
'cd_ac_no' => $issue_type['issue_type'] ?? null,
'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
'policy_start_date' => $issue_type['policy_start_date'] ?? null,
'policy_end_date' => $issue_type['policy_end_date'] ?? null,
'revenue_type' => $issue_type['revenue_type'] ?? null,
'co_share' => $issue_type['co_share'] ?? 0,
'bro_payable_by' => $issue_type['bro_payable_by'] ?? 0,
'installment' => $issue_type['installment'] ?? null,
'installment_data' => $issue_type['installment_data'] ?? null,
'location' => $issue_type['location'] ?? null,
'links' => $issue_type['links'] ??null,
'stage' => $issue_type['stage'] ?? null,
'etat' => $issue_type['etat'] ?? null,
'etat_band' => $issue_type['etat_band'] ?? null,
'edate' => $issue_type['edate'] ?? null,
'renewal_date' => $issue_type['renewal_date'] ?? null,
'rollover_date' => $issue_type['rollover_date'] ?? null,
'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
'ref' => $issue_type['ref'] ?? null,
'spl' => $issue_type['spl'] ?? null,
'fund_received' => $issue_type['fund_received'] ?? null,
'listed_insurers' => $issue_type['listed_insurers'] ?? null,
'ppteam' => $issue_type['ppteam'] ?? null,
'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
'serviced_by' => $issue_type['serviced_by'] ?? null
];
$data['client_branch_id'] = $client_branch_id;
}
// print_r($issue_type);
// print_r($data);
// die;
return $data; return $data;
} }
@ -730,11 +777,11 @@ class PolicyTransactionController extends BaseController
$insert = $this->policyTransactionModel->insert($data); $insert = $this->policyTransactionModel->insert($data);
if ($insert) { if ($insert) {
$this->insertTransactionStatus($insert, $data['status'], 1); $this->insertTransactionStatus($insert, $data['status'], 1);
$this->handleCompletedStatus($data, $insert); $this->handleCompletedStatus($data, $insert);
$this->insertOrUpdateCoShareDetails($data, $insert); $this->insertOrUpdateCoShareDetails($data, $insert);
return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200); return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
} }
@ -785,7 +832,6 @@ class PolicyTransactionController extends BaseController
} }
} }
public function getEndorsementDataForEdit($id) public function getEndorsementDataForEdit($id)
{ {
$data = $this->policyTransactionModel $data = $this->policyTransactionModel
@ -894,6 +940,7 @@ class PolicyTransactionController extends BaseController
->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id') ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
->where('policy_transaction.client_id', $client_id) ->where('policy_transaction.client_id', $client_id)
->where('policy_transaction.client_policy_id', $client_policy_id) ->where('policy_transaction.client_policy_id', $client_policy_id)
->where('policy_transaction.action_type', 'inception')
->findAll(); ->findAll();
if ($totalCount) { if ($totalCount) {

125
app/Views/policy_transaction_endorsement_form.php
View File

@ -284,13 +284,15 @@
<thead> <thead>
<tr> <tr>
<th>Premium Details</th> <th>Premium Details</th>
<!-- Add additional header columns if needed for insurers -->
</tr> </tr>
</thead> </thead>
<tbody> <tbody>
<tr style="display: none;"> <tr>
<td>Insurer</td> <td>Insurer</td>
<!-- Columns for dynamic insurers will be added here -->
</tr> </tr>
<tr id="is_leader_tr" style="display: none;"> <tr>
<td>Is Leader?</td> <td>Is Leader?</td>
</tr> </tr>
<tr id="co_share_per_tr" style="display: none;"> <tr id="co_share_per_tr" style="display: none;">
@ -630,6 +632,7 @@ $("#endorsement_form_id").submit(function(event) {
if (res.status == true) { if (res.status == true) {
toastr.success(res.message, 'Success'); toastr.success(res.message, 'Success');
$('#policy_tranction_primarykey').val(res.pt_id); $('#policy_tranction_primarykey').val(res.pt_id);
window.location.reload(true);
} else { } else {
toastr.error(res.message, 'Error'); toastr.error(res.message, 'Error');
} }
@ -832,23 +835,23 @@ function addInsurerColumn() {
switch(index) { switch(index) {
case 0: // Insurer selection case 0: // Insurer selection
newCell = `<td> newCell = `<td>
<select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]"> <select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
<option value="" selected>Select Insurer</option> <option value="" selected>Select Insurer</option>
<?php foreach ($insurer_branch as $value) { ?> <?php foreach ($insurer_branch as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>"> <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?> <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
</option> </option>
<?php } ?> <?php } ?>
</select> </select>
</td>`; </td>`;
break; break;
case 1: // Is Leader? case 1: // Is Leader?
newCell = `<td> newCell = `<td>
<label class="switch" style="position: relative; top: 5px; left: 35px;"> <label class="switch" style="position: relative; top: 5px; left: 35px;">
<input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]"> <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" disabled>
<span class="slider round" style="height: 27px;"></span> <span class="slider round" style="height: 27px;"></span>
</label> </label>
<label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label> <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
</td>`; </td>`;
break; break;
case 2: // Co-Share % case 2: // Co-Share %
@ -860,7 +863,7 @@ function addInsurerColumn() {
case 4: // TP / Ter Premium case 4: // TP / Ter Premium
newCell = `<td><input type="text" id="tp_ter_premium_${insurerCount}" name="tp_ter_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`; newCell = `<td><input type="text" id="tp_ter_premium_${insurerCount}" name="tp_ter_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break; break;
case 5: // co Premium case 5: // Co Premium
newCell = `<td><input type="text" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`; newCell = `<td><input type="text" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break; break;
case 6: // CGST case 6: // CGST
@ -873,13 +876,13 @@ function addInsurerColumn() {
newCell = `<td><input type="text" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')"></td>`; newCell = `<td><input type="text" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break; break;
case 9: // GST Amount case 9: // GST Amount
newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')" readonly></td>`; newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" readonly></td>`;
break; break;
case 10: // Stamp Duty case 10: // Stamp Duty
newCell = `<td><input type="text" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')"></td>`; newCell = `<td><input type="text" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')"></td>`;
break; break;
case 11: // Total case 11: // Total
newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}" name="total[]" readonly></td>`; newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}" name="total[]" readonly></td>`;
break; break;
case 12: // Agreed BP % case 12: // Agreed BP %
newCell = `<td><input type="text" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
@ -888,69 +891,68 @@ function addInsurerColumn() {
newCell = `<td><input type="text" name="agreed_tp_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" name="agreed_tp_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
break; break;
case 14: // Agreed Amount case 14: // Agreed Amount
newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`; newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`;
break; break;
case 15: // Standard BP % case 15: // Standard BP %
newCell = `<td><input type="text" class="readonly-color" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`; newCell = `<td><input type="text" class="readonly-color" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
break; break;
case 16: // Standard TP % case 16: // Standard TP %
newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly></td>`; newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" readonly></td>`;
newCell += `<td class="std_ter_td" style="dispaly: none;"><input type="text" class="readonly-color" name="standard_tep[]" onkeypress="return onlyNumbers(event)" readonly></td>`; newCell += `<td class="std_ter_td" style="display: none;"><input type="text" class="readonly-color" name="standard_tep[]" readonly></td>`;
break; break;
case 17: // id case 17: // id
newCell = `<td><input type="hidden" name="co_share_id[]"></td>`; newCell = `<td><input type="hidden" name="co_share_id[]"></td>`;
break; break;
} }
// Append new cell to the current row
$(this).append(newCell); $(this).append(newCell);
$('#follow_insurer_id_' + insurerCount).select2() // Initialize select2 for newly added insurer select dropdown
$('#follow_insurer_id_' + insurerCount).select2();
var selectedOption = $('#policy_type_id').find('option:selected'); // Get selected policy type data
const selectedOption = $('#policy_type_id').find('option:selected');
const bap = selectedOption.data('bap');
var ebp = selectedOption.data('ebp'); // Update column headers and visibility based on policy type
var etp = selectedOption.data('etp'); if (bap === 'Fire' || bap === 'Marine Cargo' || bap === 'Marine Hull') {
var etep = selectedOption.data('etep'); $('#tp_premium_td').text('Ter Premium');
var iep = selectedOption.data('iep'); $('#agree_tp_td').text('Agreed Ter %');
var itp = selectedOption.data('itp'); $('#std_head').text('Standard Ter %');
var itep = selectedOption.data('itep'); $('.std_ter_td').show();
var bap = selectedOption.data('bap');
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
$('#tp_premium_td').text('Ter Premium')
$('#agree_tp_td').text('Agreed Ter %')
$('#std_head').text('Standard Ter %')
$('.std_ter_td').show()
$('.std_tp_td').hide(); $('.std_tp_td').hide();
}else{ } else {
$('#tp_premium_td').text('TP Premium') $('#tp_premium_td').text('TP Premium');
$('#agree_tp_td').text('Agreed TP %') $('#agree_tp_td').text('Agreed TP %');
$('#std_head').text('Standard TP %') $('#std_head').text('Standard TP %');
$('.std_ter_td').hide() $('.std_ter_td').hide();
$('.std_tp_td').show() $('.std_tp_td').show();
} }
if(bap == 'Motor'){ // Hide TP premium row for Motor policy type
if (bap === 'Motor') {
$('#tp_premium_tr').hide(); $('#tp_premium_tr').hide();
}else{ } else {
$('#tp_premium_tr').show(); $('#tp_premium_tr').show();
} }
$('[name="standard_bp[]"]').val(ebp); // Set standard values
$('[name="standard_tp[]"]').val(etp); $('#standard_bp_' + insurerCount).val(selectedOption.data('ebp'));
$('[name="standard_tep[]"]').val(etep); // $('[name="standard_bp[]"]').val(selectedOption.data('ebp'));
$('[name="standard_tp[]"]').val(selectedOption.data('etp'));
$('[name="standard_tep[]"]').val(selectedOption.data('etep'));
if(insurerCount > 1){ // Set 'follow_insurer' to required if more than 1 column exists
if (insurerCount > 1) {
$('.follow_insurer').prop('required', true); $('.follow_insurer').prop('required', true);
}else{ } else {
$('.follow_insurer').prop('required', false); $('.follow_insurer').prop('required', false);
} }
}); });
// Add click event for delete button // Add click event for delete button
$('.delete-insurer').off('click').on('click', function() { $('.delete-insurer').off('click').on('click', function() {
const index = $(this).closest('th').index(); const index = $(this).closest('th').index();
@ -994,16 +996,18 @@ function removeAllColumnsExceptFirst(tableId) {
function populateTable(dataArray, status = false) { function populateTable(dataArray, status = false) {
dataArray.forEach((data, index) => { dataArray.forEach((data, index) => {
// Add a new insurer column for each entry in the data array // Add a new insurer column for each entry in the data array
addInsurerColumn(); // This will add a new column dynamically addInsurerColumn(); // Assuming this function adds a new column dynamically
// Populate the fields with the provided data // Populate the fields with the provided data
$('#insurerTable tbody tr').each(function(rowIndex, row) { $('#insurerTable tbody tr').each(function(rowIndex, row) {
const cell = $(row).find('td').eq(insurerCount); // Get the newly added column by `insurerCount` const cell = $(row).find('td').eq(insurerCount); // Ensure insurerCount is correctly set or incremented
// Split insurer id and branch id properly
let insurer = data.insurer_branch_id + '-' + data.insurer_id;
let insurer = data.insurer_branch_id + '-' + data.insurer_id
switch (rowIndex) { switch (rowIndex) {
case 0: // Insurer selection case 0: // Insurer selection
cell.find('select').val(insurer).change(); cell.find('select').val(insurer).prop('disabled', true).select2();
break; break;
case 1: // Is Leader? case 1: // Is Leader?
cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1'); cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
@ -1058,11 +1062,12 @@ function populateTable(dataArray, status = false) {
} }
break; break;
case 17: // id case 17: // id
cell.find('input').val(data.id); cell.find('input').val(status ? data.id : '');
break; break;
} }
}); });
}); });
} }
</script> </script>

6
app/Views/policy_transaction_endorsement_list.php
View File

@ -68,6 +68,7 @@ table.dataTable thead th {
<th>Issuer</th> <th>Issuer</th>
<th>Client</th> <th>Client</th>
<th>Branch</th> <th>Branch</th>
<th>Insurer</th>
<th>Policy</th> <th>Policy</th>
<th>Endorsement Type</th> <th>Endorsement Type</th>
<th>Endorsement No</th> <th>Endorsement No</th>
@ -83,11 +84,12 @@ table.dataTable thead th {
<?php foreach($endorsement_data_list as $row){ ?> <?php foreach($endorsement_data_list as $row){ ?>
<tr> <tr>
<td><input type="checkbox" class="row-select" data-id="<?= $row['id']; ?>"></td> <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_short_name']; ?></td>
<td><?php echo $row['client_branch_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['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 $row['endorsement_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td> <td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td>
<td><?php echo $row['emp_count']; ?></td> <td><?php echo $row['emp_count']; ?></td>

146
app/Views/policy_transaction_inception_form.php
View File

@ -1123,54 +1123,57 @@ $(document).ready(function() {
//edit function //edit function
function getPolicyTransactionDataForEdit(input) { function getPolicyTransactionDataForEdit(input) {
$('.loader').fadeIn(); $('.loader').fadeIn();
$('.loader-mask').fadeIn(); $('.loader-mask').fadeIn();
$('#inception_form_id')[0].reset(); $('#inception_form_id')[0].reset();
var id = $(input).attr('data-id'); var id = $(input).attr('data-id');
console.log('Selected policy transaction ID:', id);
$.ajax({ $.ajax({
url: '<?= base_url("/policy_tranction/inception/list/") ?>' + id, url: '<?= base_url("/policy_tranction/inception/list/") ?>' + id,
type: "GET", type: "GET",
dataType: 'json', dataType: 'json',
success: function(res) { success: function(res) {
console.log('getPolicyTransactionDataForEdit', res); console.log('getPolicyTransactionDataForEdit', res);
if (res.status == true) { 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 var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res.data.policy_no ?
.data.policy_no ? ' - ' + [res.data.client_short_name, res.data.policy_type, res ' - ' + [res.data.client_short_name, res.data.policy_type, res.data.policy_no]
.data.policy_no .filter(Boolean).join('-') : '');
].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); $('#policy_tranction_primarykey').val(res.data.id);
$('#client_policy_id').val(res.data.client_policy_id); $('#client_policy_id').val(res.data.client_policy_id);
$('#client_id_for_edit').val(res.data.client_id); $('#client_id_for_edit').val(res.data.client_id);
$('#issuer').val(res.data.issuer); $('#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(); setTimeout(function() {
$('#client_type').val(res.data.client_type); $('#client_id').val(res.data.client_id).change();
$('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id).change(); $('#client_type').val(res.data.client_type);
$('#vehicle_no').val(res.data.vehicle_id).change(); $('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id);
$('#vehicle_no').val(res.data.vehicle_id).select2();
}, 1000);
var tpaValue = ''; var tpaValue = '';
if (res.data.master_tpa_branch_id && res.data.master_tpa_id) { if (res.data.master_tpa_branch_id && res.data.master_tpa_id) {
tpaValue = 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; tpaValue = res.data.tpa_branch_id + '-' + res.data.tpa_id;
} }
$('#tpa').val(tpaValue).change(); $('#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(); $('#policy_type_id').val(res.data.master_policy_type_id).change();
}else{ } else {
$('#policy_type_id').val(res.data.policy_type_id).change(); $('#policy_type_id').val(res.data.policy_type_id).change();
} }
@ -1184,7 +1187,7 @@ function getPolicyTransactionDataForEdit(input) {
appendFileTableBody(res.data.pt_files); 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); 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) { if (res.data.pt_co_share_details && res.data.pt_co_share_details.length > 0) {
$('#tab_content').empty();
$('#tab_content').empty() count = 0;
count = 0
$.each(res.data.pt_co_share_details, function(index, item) { $.each(res.data.pt_co_share_details, function(index, item) {
// appendNewTab(item); // appendNewTab(item); // Uncomment when implementing tab addition logic
}); });
} }
setTimeout(function() { setTimeout(function() {
$('#cd_ac_no').val(res.data.cd_ac_no); $('#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(); $('#source_client_policy_id').val(res.data.source_client_policy_id).change();
$('#base_policy').val(res.data.base_policy).change(); $('#base_policy').val(res.data.base_policy).change();
$('.loader').fadeOut(); $('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow'); $('.loader-mask').delay(350).fadeOut('slow');
}, 2000);
}, 1000) // Set additional fields
$('#policy_status').val(res.data.status); $('#policy_status').val(res.data.status);
$('#ref').val(res.data.ref); $('#ref').val(res.data.ref);
$('#spl').val(res.data.spl); $('#spl').val(res.data.spl);
@ -1242,8 +1240,7 @@ function getPolicyTransactionDataForEdit(input) {
$('#sales_generated_by').val(res.data.sales_generated_by ?? '').change(); $('#sales_generated_by').val(res.data.sales_generated_by ?? '').change();
$('#serviced_by').val(res.data.serviced_by ?? '').change(); $('#serviced_by').val(res.data.serviced_by ?? '').change();
// Additional form handling logic
// Issuer Type - JBIS or Nhance
if (res.data.issue_type == 2) { if (res.data.issue_type == 2) {
$('#renewal').show(); $('#renewal').show();
$('#source_client_policy_id').attr('required', true); $('#source_client_policy_id').attr('required', true);
@ -1252,106 +1249,95 @@ function getPolicyTransactionDataForEdit(input) {
$('#source_client_policy_id').attr('required', false); $('#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) { if (res.data.is_addon == 2 || res.data.is_addon == 3) {
$('#base_policy_id').show(); $('#base_policy_id').show();
} else { } else {
$('#base_policy_id').hide(); $('#base_policy_id').hide();
} }
//for Co Share Percentage // Handle co-share percentage
if (res.data.co_share == 1) { if (res.data.co_share == 1) {
$('#cop_yes').prop('checked', true); $('#cop_yes').prop('checked', true);
$('#add_more_row').removeClass('d-none'); $('#add_more_row').removeClass('d-none');
$('.payby').removeClass('d-none'); $('.payby').removeClass('d-none');
$('#is_leader_tr').show() $('#is_leader_tr').show();
$('#co_share_per_tr').show() $('#co_share_per_tr').show();
$('#co_premium_tr').show() $('#co_premium_tr').show();
} else { } else {
$('#cop_yes').prop('checked', false); $('#cop_yes').prop('checked', false);
$('#add_more_row').addClass('d-none'); $('#add_more_row').addClass('d-none');
$('.payby').addClass('d-none'); $('.payby').addClass('d-none');
$('#is_leader_tr').hide() $('#is_leader_tr').hide();
$('#co_share_per_tr').hide() $('#co_share_per_tr').hide();
$('#co_premium_tr').hide() $('#co_premium_tr').hide();
} }
//for Same Insured Name // Handle "Same Insured Name"
if (res.data.same_as_proposer == 1) { if (res.data.same_as_proposer == 1) {
$('#same_as_proposer').prop('checked', true); $('#same_as_proposer').prop('checked', true);
$('#dynamic-form-container-for-insured').empty(); $('#dynamic-form-container-for-insured').empty();
$('#family_details').hide(); $('#family_details').hide();
} else { } else {
$('#same_as_proposer').prop('checked', false); $('#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(); $('#family_details').show();
$.each(res.data.emp_data, function(index, emp) { $.each(res.data.emp_data, function(index, emp) {
appendInsured(emp) appendInsured(emp);
}); });
} else {
}else{
$('#dynamic-form-container-for-insured').empty(); $('#dynamic-form-container-for-insured').empty();
$('#family_details').hide(); $('#family_details').hide();
} }
} }
// for Brokerage Pay By // Handle brokerage pay by
if (res.data.bro_payable_by == 1) { if (res.data.bro_payable_by == 1) {
$('#bro_payable_by').prop('checked', true); $('#bro_payable_by').prop('checked', true);
} else { } else {
$('#bro_payable_by').prop('checked', false); $('#bro_payable_by').prop('checked', false);
} }
//for Policy Tranction Status // Policy transaction status handling
if(res.data.status == "completed"){ if (res.data.status == "completed") {
$('#sales_row').show();
$('#sales_row').show() $('#policy_no').prop('required', true);
$('#policy_no').prop('required', true) $('#policy_issue_date').prop('required', true);
$('#policy_issue_date').prop('required', true) $('#policy_start_date').prop('required', true);
$('#policy_start_date').prop('required', true) $('#policy_end_date').prop('required', true);
$('#policy_end_date').prop('required', true) $('#tpa').prop('required', true);
$('#tpa').prop('required', true) $('#emp_count').prop('required', true);
$('#emp_count').prop('required', true) $('#dependent_count').prop('required', true);
$('#dependent_count').prop('required', true) $('.follow_insurer').prop('required', true);
$('.follow_insurer').prop('required', true) } else {
$('#sales_row').hide();
}else{ $('#policy_no').prop('required', false);
$('#sales_row').hide() $('#policy_issue_date').prop('required', false);
$('#policy_no').prop('required', false) $('#policy_start_date').prop('required', false);
$('#policy_issue_date').prop('required', false) $('#policy_end_date').prop('required', false);
$('#policy_start_date').prop('required', false) $('#tpa').prop('required', false);
$('#policy_end_date').prop('required', false) $('#emp_count').prop('required', false);
$('#tpa').prop('required', false) $('#dependent_count').prop('required', false);
$('#emp_count').prop('required', false) $('.follow_insurer').prop('required', false);
$('#dependent_count').prop('required', false)
$('.follow_insurer').prop('required', false)
} }
//for Client Type Changes // Client type changes
if(res.data.client_type == 2){ if (res.data.client_type == 2) {
if(policy_type_id == 8){ if (res.data.policy_type_id == 8) {
$('#policyholdernamediv').hide(); $('#policyholdernamediv').hide();
}else{ } else {
$('#policyholdernamediv').show(); $('#policyholdernamediv').show();
} }
$('.branchdiv').hide(); $('.branchdiv').hide();
$('#client_branch_id').prop('required', false); $('#client_branch_id').prop('required', false);
} else { } else {
$('#policyholdernamediv').hide(); $('#policyholdernamediv').hide();
$('.branchdiv').show(); $('.branchdiv').show();
$('#client_branch_id').prop('required', true); $('#client_branch_id').prop('required', true);
} }
} else { } else {
console.log('No data found'); console.log('No data found');
} }
}, },
error: function(xhr, status, error) { error: function(xhr, status, error) {
$('.loader').fadeOut(); $('.loader').fadeOut();
@ -1715,7 +1701,7 @@ $("#vehicle_form").submit(function(event) {
getClientAndBranchAndPolicy(); getClientAndBranchAndPolicy();
$('#client_type').val(res.owner_type); $('#client_type').val(res.owner_type);
setTimeout(function(){ setTimeout(function(){
appendVehicles(res.vehicles, res.vehicle_id) appendVehicles(res.vehicles, res.vehicle_id);
$('#client_id').val(res.owner_id).change(); $('#client_id').val(res.owner_id).change();
if(res.owner_type == 1){ if(res.owner_type == 1){

4
app/Views/policy_transaction_inception_list.php
View File

@ -130,6 +130,7 @@ table.dataTable tbody td {
<th><div class="column-header">Issuing Type</div></th> <th><div class="column-header">Issuing Type</div></th>
<th><div class="column-header">Client 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">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</div></th>
<th><div class="column-header">Policy No</div></th> <th><div class="column-header">Policy No</div></th>
<th><div class="column-header">Policy Issue Date</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 $issuing_type[$row['issue_type']]; ?></td>
<td><?php echo $client_type[$row['client_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['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 $row['policy_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td> <td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td> <td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>