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CHANGE_BDS_CHANGES_AND_ENROLL_CHANGES : RV

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This commit is contained in:
VENKATESHWARAN 2025-03-05 12:26:42 +05:30
parent b808b920c9
commit 8ad7ce5673
6 changed files with 170 additions and 106 deletions
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3
app/Controllers/ClientController.php
View File

@ -4705,6 +4705,9 @@ class ClientController extends AdminController
// $this->loadLayout('tat_report_band_wise_list', $reportData);
// $data = $ticketModel->getTATReport(1);
// $empmodel = new EmployeeModel();
// $data = $empmodel->getEmployeePolicy(348);
// dd($data);
}
// -------------------------------------------------------------------------------------------------------

16
app/Models/EmployeeModel.php
View File

@ -149,7 +149,21 @@ class EmployeeModel extends Model
{
return $this->db->table('employee_polices')
->select(' policy_type.long_name as Policy_Name , client_policy.policy_terms as Policy_Terms, client_policy.client_id as ClientId, client_policy.policy_id as PolicyId,client_policy.id as ClientPolicyId, client_policy.open_for_enrollment as OpenForEnrollment,client_policy.disclaimer,client_policy.policy_type_id , employee_polices.tpa_id as tpa_id , employee_polices.rand_string as rand_string') // Select all columns from both tables
->select('
policy_type.long_name as Policy_Name ,
client_policy.policy_terms as Policy_Terms,
client_policy.client_id as ClientId,
client_policy.policy_id as PolicyId,
client_policy.id as ClientPolicyId,
CASE
WHEN client_policy.open_for_enrollment IS NULL THEN 0
ELSE client_policy.open_for_enrollment
END AS OpenForEnrollment,
client_policy.disclaimer,
client_policy.policy_type_id ,
employee_polices.tpa_id as tpa_id ,
employee_polices.rand_string as rand_string
', FALSE) // Select all columns from both tables
->join('client_policy', 'client_policy.id = employee_polices.client_policy_id')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.policy_status', 1)

3
app/Models/PolicyTransactionModel.php
View File

@ -607,7 +607,8 @@ class PolicyTransactionModel extends Model
policy_type.policy_type,
pt_co_share_details.agreed_amt AS amount,
pt_co_share_details.bp_amt AS bp,
pt_co_share_details.tp_amt AS tp
pt_co_share_details.tp_amt AS tp,
clients.pan
')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')

202
app/Views/layout/header.php
View File

@ -691,111 +691,121 @@
</a>
</li>
<?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()))) { ?>
<?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()))) { ?>
<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="#policyTransactions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-format-list-bulleted"></i>
<span>Policy Transactions</span>
</a>
<div class="collapse" id="policyTransactions">
<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(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>
</ul>
</div>
</li>
<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>
<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(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>
<li>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-timer-sand"></i>
<span> Policy Pending Actions </span>
</a>
<div class="collapse" id="policyReports">
<ul class="nav-third-level">
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
</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(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
</li>
</ul>
</div>
<?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
</ul>
</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="policyReports">
<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="#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>
</ul>
</div>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">
<i class="ri-book-open-line"></i>
<span> Documents</span>
</a>
</li>
</ul>
</div>
</li>
</div>
</li>
<?php } ?>
<?php } ?>
</ul>
</div>

39
app/Views/policy_transaction_inception_form.php
View File

@ -480,7 +480,7 @@
<input id="policy_end_date" type="text" class="form-control" name="policy_end_date" placeholder="DD/MM/YYYY" >
</div>
<div class="form-group col-md-3">
<div class="form-group col-md-3" id="tpa_div">
<label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
<select class="form-control" id="tpa" name="tpa" >
<option value="" selected>Select TPA</option>
@ -1307,6 +1307,12 @@ $(document).ready(function(){
$('#client_type option[value="2"]').show();
}
if(value == 1 || value == 2 || value == 3 || value == 4 || value == 5 || value == 38 || value == 40){
$('#tpa_div').hide();
}else{
$('#tpa_div').show();
}
});
@ -1507,6 +1513,13 @@ function getPolicyTransactionDataForEdit(input) {
$('#tpa').val(tpaValue).change();
let policy_type_id_for_hide_tpa = res.data.master_policy_type_id;
if(policy_type_id_for_hide_tpa == 1 || policy_type_id_for_hide_tpa == 2 || policy_type_id_for_hide_tpa == 3 || policy_type_id_for_hide_tpa == 4 || policy_type_id_for_hide_tpa == 5 || policy_type_id_for_hide_tpa == 38 || policy_type_id_for_hide_tpa == 40){
$('#tpa_div').hide();
}else{
$('#tpa_div').show();
}
if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
$('#hide_file_upload').show();
}else{
@ -2484,9 +2497,15 @@ function appendOwner(data) {
$.each(data, function(index, item) {
let client_show_name = item.client_name;
if (item.client_type == 2) {
client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
}
var option = $('<option>', {
value: item.id,
text: item.client_name,
text: client_show_name,
});
$('#owner').append(option);
@ -3362,9 +3381,14 @@ $('#client_type').on('change', function() {
$.each(client_list, function(index, item) {
if (item.client_type == selectedClientType) {
let client_show_name = item.client_name;
if (item.client_type == 2) {
client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
}
var option = $('<option>', {
value: item.id,
text: item.client_name,
text: client_show_name,
'data-cn': item.client_name,
'data-ct': item.client_type
});
@ -3418,7 +3442,7 @@ $('#Owner_type').on('change', function() {
var option = $('<option>', {
value: owner.id,
text: (owner.client_name + ' - ' + (owner.pan ?? ''))
text: (owner.client_name + ' - ' + (owner.pan ?? 'N/A'))
});
$('#owner').append(option);
@ -3450,6 +3474,7 @@ $('#policy_status').change(function(){
var client_branch_id = $('#client_branch_id').val();
if(status == 'completed'){
if(pt_id == ''){
removeAllColumnsExceptFirst('insurerTable');
}
@ -3482,6 +3507,12 @@ $('#policy_status').change(function(){
});
}
if(policy_type_id == 1 || policy_type_id == 2 || policy_type_id == 3 || policy_type_id == 4 || policy_type_id == 5 || policy_type_id == 38 || policy_type_id == 40){
$('#tpa_div').hide();
}else{
$('#tpa_div').show();
}
}else{
$('#sales_row').hide()
$('#policy_no').prop('required', false)

13
app/Views/policy_transaction_inception_list.php
View File

@ -302,7 +302,7 @@ table.dataTable tbody td {
<td><?php echo $issuer[$row['issuer']]; ?></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['client_type'] == 2 ? $row['client_name'] . " - " . (!empty($row['pan']) ? $row['pan'] : 'N/A') : $row['client_short_name'] . ' - ' . $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_no']; ?></td>
@ -734,17 +734,22 @@ function appendClients(data)
}));
$.each(data, function(index, item) {
let client_show_name = item.client_name;
if (item.client_type == 2) {
client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
}
var option = $('<option>', {
value: item.id,
text: item.client_name,
text: client_show_name,
'data-cn': item.client_name,
'data-ct': item.client_type,
class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
class: item.client_type == 1 ? 'group' : item.client_type == 2 ? 'individual' : ''
});
$('#client_id').append(option);
});
}
function appendVehicles(data, vehicle_id)