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MERGE_BRANCH_WITH_LEAD_CONTROLLER_FIX_SRI

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This commit is contained in:
Srinivas-Saravanan 2025-03-26 17:52:22 +05:30
commit 7c32e8d118
15 changed files with 423 additions and 316 deletions
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2
README.md
View File

@ -9,3 +9,5 @@ From command propmt run the following cmds
Run speeific method
`php vendor/bin/phpunit tests\unit\PremiumCalculationTest.php --filter testPremiumCalculationWithPrimaryRackRateAndAdditionalRackRate`
Test Comments

2
app/Config/Constants.php
View File

@ -103,6 +103,8 @@ define('BUSINESS_TEAM_ID', '3');
define('FINANCE_TEAM_ID', '4');
define('SALES_TEAM_ID', '5');
define('MANAGEMENT_TEAM_ID', '6');
define('BUSINESS_SUPPORT_TEAM_ID', '7');
define('POS_TEAM_ID', '8');
/**
* @User Teams Constant

4
app/Controllers/ClientController.php
View File

@ -594,7 +594,7 @@ class ClientController extends AdminController
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$data['state'] = $this->stateModel->getAllStates();
$data['RM'] = $this->userModel->findAll();
$data['RM'] = $this->userModel->where('is_active', 1)->findAll();
$data['policyGridData'] = $this->policyGridModel->findAll();
$data['policy_types'] = $this->policyTypeModel->findAll();
$data['policy_type'] = ['1' => 'Base Policy', '2' => 'SI Topup', '3' => 'Dependent Addon'];
@ -717,7 +717,7 @@ class ClientController extends AdminController
$this->myLogger->logme('error', 'Edit Client Onboarding function called');
$headerData['page_name'] = 'Edit Client Onboarding';
$editData['RM'] = $this->userModel->findAll();
$editData['RM'] = $this->userModel->where('is_active', 1)->findAll();
$editData['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$editData['state'] = $this->stateModel->getAllStates();
$editData['police'] = $this->policesModel->findAll();

50
app/Controllers/DashboardController.php
View File

@ -100,8 +100,10 @@ class DashboardController extends AdminController
$data = [];
$db = db_connect();
$sql = "SELECT
if (in_array(get_role_id(), [1,2,3,5]) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) {
$db = db_connect();
$sql = "SELECT
clients.id AS client_id,
clients.client_name,
clients.short_name,
@ -144,30 +146,32 @@ class DashboardController extends AdminController
GROUP BY clients.id, client_branch.id";
$query = $db->query($sql);
$results = $query->getResultArray();
$query = $db->query($sql);
$results = $query->getResultArray();
$pendingActionsController = new PendingActionsController;
$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
$businessTeamData = $this->policyTransactionModel->getBusinessReportList();
$financeTeamData = $this->policyTransactionModel->getFinanceReportList();
$businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
$financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
$pendingActionsController = new PendingActionsController;
$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
$businessTeamData = $this->policyTransactionModel->getBusinessReportList();
$financeTeamData = $this->policyTransactionModel->getFinanceReportList();
$businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
$financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
$data['client_branch_emp_list'] = $results;
$session = \Config\Services::session();
$session->set('enrollment_data', json_encode($data));
// echo "<pre>";
$data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0;
$data['financeTeamCount'] = count($financeTeamData) ?? 0;
$data['businessTeamStatusData'] = $businessTeamStatusData;
$data['financeTeamStatusData'] = $financeTeamStatusData;
$data['policyStatus'] = $this->policyStatus;
$data['colorShades'] = $this->colorShades;
// print_r($data);die;
$data['client_branch_emp_list'] = $results;
$session = \Config\Services::session();
$session->set('enrollment_data', json_encode($data));
// echo "<pre>";
$data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0;
$data['financeTeamCount'] = count($financeTeamData) ?? 0;
$data['businessTeamStatusData'] = $businessTeamStatusData;
$data['financeTeamStatusData'] = $financeTeamStatusData;
$data['policyStatus'] = $this->policyStatus;
$data['colorShades'] = $this->colorShades;
// print_r($data);die;
}
$data['page_name'] = 'Dashboard';

10
app/Controllers/EmployeeRestController.php
View File

@ -2532,10 +2532,6 @@ class EmployeeRestController extends AdminController
$result = [];
foreach ($ClientPolicyData as $key => $ClientPolicyValue) {
if($ClientPolicyValue['policy_type_id'] == 1)
{
$policyGroup = 'gpa';
@ -2555,11 +2551,7 @@ class EmployeeRestController extends AdminController
}
$terms = json_decode($ClientPolicyValue['policy_terms'] , true);
$data['policy_terms'] = isset($terms['enrollment_display_key'])
&& !empty($terms['enrollment_display_key'])
? $terms['enrollment_display_key']
: $this->policyTermsFiter($terms, $policyGroup);
$terms = json_decode($ClientPolicyValue['policy_terms']);
$data['policy_terms'] = isset($terms['enrollment_display_key']) && !empty($terms['enrollment_display_key']) ? $terms['enrollment_display_key'] : $this->policyTermsFiter($terms, $policyGroup);
$data['client_id'] = $ClientPolicyValue['client_id'];

60
app/Controllers/LeadsController.php
View File

@ -629,10 +629,15 @@ class LeadsController extends BaseController
public function createRFQ()
{
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
$lead_id = $data['lead_id'] ?? null;
if (!$lead_id) {
return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
}
$data['type'] = 1;
// Deactivate previous RFQs
// Deactivate existing RFQs for this lead and type
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 1)
@ -640,31 +645,40 @@ class LeadsController extends BaseController
->set('is_active', 0)
->update();
$registrationJson = $data['registration_json'] ?? null;
if (!$registrationJson) {
// Fetch latest registration_json from database
$registrationJson = $this->RFQModel->select('registration_json')
->where("lead_id", $lead_id)
// Handle registration_json
if (empty($data['registration_json'])) {
// Fetch the latest registration_json if not provided
$latest = $this->RFQModel
->select('registration_json')
->where('lead_id', $lead_id)
->orderBy('id', 'DESC')
->limit(1)
->get()
->getRow('registration_json');
}
->first();
if ($registrationJson) {
$data['registration_json'] = $registrationJson;
if (!empty($latest['registration_json'])) {
$data['registration_json'] = $latest['registration_json'];
}
}
// Insert new RFQ
$result = $this->RFQModel->insert($data);
$insertId = $this->RFQModel->insert($data);
if ($result) {
$message = ($data['submit_type'] == 'QCR') ? "QCR submitted successfully" : "RFQ submitted successfully";
return $this->respond(['status' => true, 'id' => $result, 'message' => $message, 'data' => $data], 200);
if ($insertId) {
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR submitted successfully' : 'RFQ submitted successfully';
return $this->respond([
'status' => true,
'id' => $insertId,
'message' => $message,
'data' => $data
], 200);
}
return $this->respond(['status' => false, 'message' => "Failed to create RFQ", 'data' => $data], 200);
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'Failed to create QCR' : 'Failed to create RFQ';
return $this->respond([
'status' => false,
'id' => null,
'message' => $message,
'data' => $data
], 200);
}
@ -2565,15 +2579,19 @@ class LeadsController extends BaseController
public function constructNonEbExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
$lead_data = json_decode($rfq_data['custom_fields'], true) ?? [];
if (!is_array($lead_data)) {
$lead_data = [];
}
$lead_data = array_merge(['Insured' => $rfq_data['client_name']], $lead_data);
$policy_registration_data = [];
if(isset($rfq_data['registration_json']) && !empty($rfq_data['registration_json'])){
$policy_registration_data = json_decode($rfq_data['registration_json'], true);
}
// dd($policy_registration_data);
// if(!empty($rfq_data['fin_years_claims'])){
// $claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
// if(!empty($claim_details['finyear'])){

43
app/Controllers/PolicyTransactionController.php
View File

@ -790,13 +790,24 @@ class PolicyTransactionController extends BaseController
->whereIn('client_policy.policy_type_id', [2, 3])
->where('client_policy.is_active', 1)
->findAll();
$data['pt_files'] = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $id)
->where('pt_files.is_active', 1)
->findAll();
$ptFileQuery = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $id)
->where('pt_files.is_active', 1);
if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$ptFileQuery->where('pt_files.created_by', get_session_userid());
}
}
$data['pt_files'] = $ptFileQuery->findAll();
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel
->select("
pt_co_share_details.*,
@ -1501,11 +1512,19 @@ class PolicyTransactionController extends BaseController
if (!empty($uploadData)) {
$data['pt_files'] = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $pt_id)
->where('pt_files.is_active', 1)
->findAll();
$ptFileQuery = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $pt_id)
->where('pt_files.is_active', 1);
if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$ptFileQuery->where('pt_files.created_by', get_session_userid());
}
}
$data['pt_files'] = $ptFileQuery->findAll();
return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
} else {

2
app/Controllers/RestAuthenticationController.php
View File

@ -118,7 +118,7 @@ class RestAuthenticationController extends AdminController
->where('employees.emp_status !=', 'truncated')
->where('employees.email_corporate', $email)
->where('EP.is_active', 1)
->whereIn('EP.status', ['draft', 'enrolled'])
->whereIn('EP.status', ['active'])
->first();
if (isset($employeeData['employee_id'])) {

26
app/Models/PolicyTransactionModel.php
View File

@ -973,6 +973,19 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type', 'inception');
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
// Optimize Date Filtering
if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
$builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
@ -1034,6 +1047,19 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception');
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

1
app/Models/RFQModel.php
View File

@ -68,6 +68,7 @@ class RFQModel extends Model
tpa_branch.branch_name as tpa_branch_name,
policy_type.policy_type,
rfq.json,
rfq.registration_json
')
->join('leads', 'rfq.lead_id = leads.id')
->join('policy_type', 'leads.policy_type_id = policy_type.id')

105
app/Views/DashBoard.php
View File

@ -139,40 +139,41 @@
<style>
body {
.multiselect-native-select {
position: relative;
/* bottom: 32px; */
select {
border: 0 !important;
clip: rect(0 0 0 0) !important;
height: 1px !important;
margin: -1px -1px -1px -3px !important;
overflow: hidden !important;
padding: 0 !important;
position: absolute !important;
width: 1px !important;
left: 50%;
top: 30px;
body {
.multiselect-native-select {
position: relative;
/* bottom: 32px; */
select {
border: 0 !important;
clip: rect(0 0 0 0) !important;
height: 1px !important;
margin: -1px -1px -1px -3px !important;
overflow: hidden !important;
padding: 0 !important;
position: absolute !important;
width: 1px !important;
left: 50%;
top: 30px;
}
}
.multiselect-container{
width: 100% !important;
}
.multiselect-selected-text{
float: left !important;
}
}
}
.multiselect-container{
width: 100% !important;
}
.multiselect-selected-text{
float: left !important;
}
}
.navtab-bg .nav-link {
margin: 0 5px 10px!important;
}
.navtab-bg .nav-link {
margin: 0 5px 10px!important;
}
</style>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<div class="row" id="client_add" style="margin-top: -32px;">
<div class="col-12">
@ -188,21 +189,25 @@ body {
<br>
<ul class="nav nav-pills navtab-bg">
<li class="nav-item">
<a href="#pending-actions-dash-tab" data-toggle="tab" aria-expanded="false"
class="nav-link px-3 py-2 active" id="pending_actions_tab">
<span class="mr-1"><i class="mdi mdi-contacts"></i></span>
<span class="d-none d-sm-inline-block">Pending Actions</span>
</a>
</li>
<li class="nav-item">
<a href="#enrollment-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="enrollemnt_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">Enrolment</span>
</a>
</li>
<?php if(in_array(get_role_id(), [1,2,3,5])) { ?>
<?php if(get_role_id() == 1 || get_role_id() == 5 && (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
<li class="nav-item">
<a href="#pending-actions-dash-tab" data-toggle="tab" aria-expanded="false"
class="nav-link px-3 py-2 active" id="pending_actions_tab">
<span class="mr-1"><i class="mdi mdi-contacts"></i></span>
<span class="d-none d-sm-inline-block">Pending Actions</span>
</a>
</li>
<li class="nav-item">
<a href="#enrollment-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="enrollemnt_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">Enrolment</span>
</a>
</li>
<?php } ?>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<li class="nav-item">
<a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="bds_tab">
@ -215,15 +220,23 @@ body {
</ul>
<div class="tab-content">
<?php include('endorsement_dash.php'); ?>
<?php include('bds_dash.php'); ?>
<?php include('enrollment_dash.php'); ?>
<?php if(in_array(get_role_id(), [1,2,3,5])) { ?>
<?php include('endorsement_dash.php'); ?>
<?php include('enrollment_dash.php'); ?>
<?php } ?>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<?php include('bds_dash.php'); ?>
<?php } ?>
</div>
</div>
<!-- </div> -->
</div>
</div>
<?php } ?>

7
app/Views/bds_dash.php
View File

@ -125,7 +125,12 @@ body{
}
</style>
<div class="tab-pane fade" id="bds-dash-tab" style="padding-right: 35px;">
<?php if((get_role_id() == 4 ) && (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<?php $add_active_calss = "active show" ?>
<?php } ?>
<div class="tab-pane <?= isset($add_active_calss) ? $add_active_calss : 'fade' ?>" id="bds-dash-tab" style="padding-right: 35px;">
<div class="StatusTileHide" style="display: none; position: relative; bottom: 15px;">
<a href="#" onclick="hide_status_show_pending_tile()" >show all pending Tile</a>

408
app/Views/layout/header.php
View File

@ -514,10 +514,9 @@
</div>
<!-- end Topbar -->
<!-- ========== Left Sidebar Start ========== -->
<!-- ========== Left Sidebar Start ========== -->
<div class="left-side-menu">
<!-- LOGO -->
<div class="logo-box">
<a href="<?= base_url('/dashboard/view') ?>" class="logo logo-dark text-center">
@ -542,7 +541,6 @@
</div>
<div class="h-100" data-simplebar>
<!--- Sidemenu -->
<div id="sidebar-menu">
<ul id="side-menu">
@ -554,41 +552,48 @@
</a>
</li>
<li>
<a href="<?= base_url('/client/list') ?>">
<i class="mdi mdi-domain"></i>
<span> Clients </span>
</a>
</li>
<!-- client -->
<?php if (in_array(get_role_id(), [1,2,3,5])) { ?>
<li>
<a href="<?= base_url('/client/list') ?>">
<i class="mdi mdi-domain"></i>
<span> Clients </span>
</a>
</li>
<?php } ?>
<li>
<a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
<i class="fas fa-user-tie"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Action on Policies </span>
</a>
<div class="collapse" id="sidebarDashboards">
<ul class="nav-second-level">
<!-- Enrollment process -->
<?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(ENROLLMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
<i class="fas fa-user-tie"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Action on Policies </span>
</a>
<div class="collapse" id="sidebarDashboards">
<ul class="nav-second-level">
<li>
<a href="<?= base_url('/employee/upload') ?>">View Inception</a>
</li>
<li>
<a href="<?= base_url('/employee/list') ?>">View Members</a>
</li>
<li>
<a href="<?= base_url('/employee/endorsement-list') ?>">View Endorsement</a>
</li>
<li>
<a href="<?= base_url('/employee/enrollment-list') ?>">View Enrolment</a>
</li>
<li>
<a href="<?= base_url('/employee/test_members_list') ?>">Test Members List</a>
</li>
</ul>
</div>
</li>
<li>
<a href="<?= base_url('/employee/upload') ?>">View Inception</a>
</li>
<li>
<a href="<?= base_url('/employee/list') ?>">View Members</a>
</li>
<li>
<a href="<?= base_url('/employee/endorsement-list') ?>">View Endorsement</a>
</li>
<li>
<a href="<?= base_url('/employee/enrollment-list') ?>">View Enrolment</a>
</li>
<li>
<a href="<?= base_url('/employee/test_members_list') ?>">Test Members List</a>
</li>
</ul>
</div>
</li>
<?php } ?>
<!-- Masters -->
<?php if (get_role_id() == 1 || get_role_id() == 5) { ?>
<li>
@ -625,8 +630,8 @@
</li>
<?php } ?>
<!--
<li>
<!-- <li>
<?php
$sessionData = get_session_userdata();
$currentUrl = base_url();
@ -641,181 +646,190 @@
</a>
</li> -->
<li>
<a href="#sidebarDashboardsTicket" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-lifebuoy"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Claims </span>
</a>
<div class="collapse" id="sidebarDashboardsTicket">
<ul class="nav-second-level">
<li>
<a href="#" onclick="openTicketTypeAskModal()">New claim</a>
</li>
<li>
<a href="<?= base_url('/ticket/list') ?>">Claim List</a>
</li>
<li>
<a href="<?= base_url('/ticket/mail_template') ?>">Mail Template</a>
</li>
<li>
<a href="<?= base_url('/ticket/ticket_reports') ?>">Claim Reports</a>
</li>
</ul>
</div>
</li>
<li>
<a id="app_content_management" href="#sidebarDashboardsmenu" data-toggle="collapse" class="waves-effect" style="color: grey;">
<i class="fa fa-info-circle" aria-hidden="true"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> App Content Management </span>
</a>
<div class="collapse" id="sidebarDashboardsmenu">
<ul class="nav-second-level">
<li>
<a href="<?= base_url('/add_image_index') ?>"> Advertisement Images </a>
</li>
<li>
<a href="<?= base_url('/frontend_content') ?>">Front-end Content</a>
</li>
</ul>
</div>
</li>
<!-- Claims -->
<?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(CLAIMS_TEAM_ID, user_team())) { ?>
<li>
<a href="#sidebarDashboardsTicket" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-lifebuoy"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Claims </span>
</a>
<div class="collapse" id="sidebarDashboardsTicket">
<ul class="nav-second-level">
<li>
<a href="#" onclick="openTicketTypeAskModal()">New claim</a>
</li>
<li>
<a href="<?= base_url('/ticket/list') ?>">Claim List</a>
</li>
<li>
<a href="<?= base_url('/ticket/mail_template') ?>">Mail Template</a>
</li>
<li>
<a href="<?= base_url('/ticket/ticket_reports') ?>">Claim Reports</a>
</li>
</ul>
</div>
</li>
<?php } ?>
<!-- leads -->
<li>
<a href="<?= base_url('/leads/list') ?>">
<i class="mdi mdi-chart-bar"></i>
<span> Leads </span>
</a>
</li>
<?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team()) || in_array(SALES_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/leads/list') ?>">
<i class="mdi mdi-chart-bar"></i>
<span> Leads </span>
</a>
</li>
<?php } ?>
<?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
<!-- BDS -->
<?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>
<li>
<a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Policy Transactions </span>
</a>
<div class="collapse" id="policyTransactions">
<ul class="nav-second-level">
<li>
<a href="#policyTransactionsSub" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span>Policy Transactions</span>
</a>
<div class="collapse" id="policyTransactionsSub">
<ul>
<li>
<a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> Policy Transactions </span>
</a>
<div class="collapse" id="policyTransactions">
<ul class="nav-second-level">
<li>
<a href="#policyTransactionsSub" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span>Policy Transactions</span>
</a>
<div class="collapse" id="policyTransactionsSub">
<ul>
<li>
<a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>
<?php if (in_array(get_role_id(), [1,5]) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>
<li>
<a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>
<?php } ?>
<?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
</li>
<?php } ?>
</ul>
</div>
</li>
<?php if (in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="#policyReports" data-toggle="collapse" class="waves-effect">
<i class="ri-file-chart-fill"></i>
<span> Policy Reports </span>
</a>
<div class="collapse" id="policyReports">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
</li>
</ul>
</div>
</li>
<?php } ?>
<li>
<a href="#policyPendingActions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-timer-sand"></i>
<span> Policy Pending Actions </span>
</a>
<div class="collapse" id="policyPendingActions">
<ul class="nav-third-level">
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<?php if (in_array(get_role_id(), [1,5]) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
</li>
<?php } ?>
</ul>
</div>
</li>
<?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
<a href="#policyReports" data-toggle="collapse" class="waves-effect">
<i class="ri-file-chart-fill"></i>
<span> Policy Reports </span>
</a>
<div class="collapse" id="policyReports">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
</li>
</ul>
</div>
</li>
<?php } ?>
</ul>
</div>
</li>
<?php } ?>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="ri-database-2-line"></i>
<span> Masters </span>
</a>
<div class="collapse" id="policyMasters">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
</ul>
</div>
</li>
<li>
<a href="#policyPendingActions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-timer-sand"></i>
<span> Policy Pending Actions </span>
</a>
<div class="collapse" id="policyPendingActions">
<ul class="nav-third-level">
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<li>
<a href="<?= base_url('/dmsSearch') ?>">
<i class="ri-book-open-line"></i>
<span> Documents</span>
</a>
</li>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
</ul>
</div>
</li>
</ul>
</div>
</li>
</div>
</li>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="ri-database-2-line"></i>
<span> Masters </span>
</a>
<div class="collapse" id="policyMasters">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
</ul>
</div>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">
<i class="ri-book-open-line"></i>
<span> Documents</span>
</a>
</li>
<?php } ?>
<?php } ?>
</ul>
</div>
</li>
<?php } ?>
<!-- Ad -->
<?php if (in_array(get_role_id(), [1,2,3,5])) { ?>
<li>
<a id="app_content_management" href="#sidebarDashboardsmenu" data-toggle="collapse" class="waves-effect" style="color: grey;">
<i class="fa fa-info-circle" aria-hidden="true"></i>
<span class="badge badge-success badge-pill float-right">2</span>
<span> App Content Management </span>
</a>
<div class="collapse" id="sidebarDashboardsmenu">
<ul class="nav-second-level">
<li>
<a href="<?= base_url('/add_image_index') ?>"> Advertisement Images </a>
</li>
<li>
<a href="<?= base_url('/frontend_content') ?>">Front-end Content</a>
</li>
</ul>
</div>
</li>
<?php } ?>
</ul>
</div>
<!-- End Sidebar -->
</div>
<!-- Sidebar -left -->
</ul>
</div>
<!-- End Sidebar -->
</div>
<!-- Sidebar -left -->
</div>
<!-- Left Sidebar End -->
<!-- Left Sidebar End -->
<!-- ============================================================== -->
<!-- Start Page Content here -->

4
app/Views/view_rfq.php
View File

@ -225,7 +225,9 @@
<button id="addQuote" class="btn btn-custom">Add New Proposal</button>
<button id="submitData" class="btn btn-primary">Save RFQ</button>
<button id="submitQCRData" onclick="checkTheTableDataChanged(5)" class="btn btn-primary">Procced to QCR</button>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
<button id="submitQCRData" onclick="checkTheTableDataChanged(5)" class="btn btn-primary">Procced to QCR</button>
<?php } ?>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<a id="submitExcel" onclick="checkTheTableDataChanged(2)" class="btn btn-primary" id>Export Excel</a>
<button id="submitInternalMail" class="btn btn-primary" onclick="checkTheTableDataChanged(4)">Send Internal Mail</button>
<button id="submitMail" class="btn btn-primary" onclick="checkTheTableDataChanged(3)">Send Insurer Mail</button>

15
app/Views/view_rfq_non_eb.php
View File

@ -258,7 +258,9 @@
<div class="row" style="margin-bottom: 1rem;margin-left: 0px;">
<button class="btn btn-custom rfqbtn" id="addProposal" style="margin-right: 10px;">Add New Proposal</button>
<button id="saveRFQ" onclick="saveRFQ()" class="btn btn-primary" style="margin-right: 10px;">Save RFQ</button>
<button id="openQCR" onclick="openQCR()" class="btn btn-primary rfqbtn actionBtns" style="margin-right: 20px;">Proceed to QCR</button>
<?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
<button id="openQCR" onclick="openQCR()" class="btn btn-primary rfqbtn actionBtns" style="margin-right: 20px;">Proceed to QCR</button>
<?php } ?>
<a id="submitExcel" onclick="checkTheTableDataChanged(2)" class="btn btn-primary actionBtns" style="margin-right: 10px;">Export Excel</a>
<button id="submitInternalMail" class="btn btn-primary actionBtns" style="margin-right: 10px;" onclick="checkTheTableDataChanged(4)">Send Internal Mail</button>
<button id="submitMail" class="btn btn-primary actionBtns" style="margin-right: 10px;" onclick="checkTheTableDataChanged(3)">Send Insurer Mail</button>
@ -2250,10 +2252,13 @@
function saveRFQTODB(tableJSON, policyJson) {
let submit_type = "RFQ"
if(rfq_or_qcr == 2){submit_type = 'QCR'}
var formData = {
lead_id: $("#lead_id").val(),
json: JSON.stringify(tableJSON),
submit_type: "RFQ",
submit_type: submit_type,
registration_json: policyJson
}
@ -3903,7 +3908,11 @@
} else if (redirect_type == 2) {
//EXCEL EXPORT
let url = $('#submitExcel').data('url');
// let url = $('#submitExcel').data('url');
let lead_id = $('#lead_id').val();
let url = '<?= base_url('leads/exportQCRandRFQ/') ?>' + lead_id + '/' + rfq_or_qcr + '/' + 2
window.location.href = url;
} else if (redirect_type == 3) {