MERGE_TEST_FINAL_BDS&LIVE_ISSUES
This commit is contained in:
Venba
commit
8c800580c6
@ -102,6 +102,7 @@ define('CLAIMS_TEAM_ID', '2');
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define('BUSINESS_TEAM_ID', '3');
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define('FINANCE_TEAM_ID', '4');
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define('SALES_TEAM_ID', '5');
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define('MANAGEMENT_TEAM_ID', '6');
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/**
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* @User Teams Constant
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@ -12,7 +12,8 @@ $routes->get('/swagger', 'SwaggerController::index', ['filter' => 'authMVC']);
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// Reminder Mail Notification
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$routes->get("reminder_mail", "NotificationController::reminder_mail");
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$routes->get("testing", "ClientController::Testing");
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$routes->get("getClientData", "ClientController::getClientData");
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$routes->get("testing_for_review_mail/(:any)", "ClientController::testingForReviewMail/$1");
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$routes->get("update-policy-terms-for-corrections", "ClientController::updatePolicyTermsForCorrections");
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$routes->get("update_rack_rate_json", "ClientController::updateRackRateJson");
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$routes->get("updatajson", "EmpDataServiceController::updatajson");
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@ -47,7 +48,6 @@ $routes->group("/user", ["filter" => "authMVC"], function ($routes) {
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$routes->get("rolesandteams", "UserController::getRolesAndTeams");
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});
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$routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
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$routes->get("view", "DashboardController::dashboard");
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$routes->get('get-notification', 'DashboardController::getDashboardNotifications');
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@ -55,33 +55,21 @@ $routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
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$routes->get('get-pending-action', 'PendingActionsController::getPendingActions');
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});
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$routes->group("/client", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list", "ClientController::index");
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$routes->get("create", "ClientController::clientOnboarding");
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$routes->get('deposit/(:num)', 'ClientController::deposit/$1');
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$routes->get('remove/(:num)', 'ClientController::removeClient/$1');
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$routes->get("list/(:any)", "ClientController::editClientOnboarding/$1");
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// application/config/routes.php
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// Add a route for the view_Deposit method
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$routes->get('view_deposit/(:num)', 'ClientController::view_Deposit/$1');
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$routes->get('createtransaction', 'ClientController::createtransaction');
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$routes->post('save_deposit', 'ClientController::saveDeposit');
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// $routes->get('view_Deposit/(:num)/(:num)','ClientController/view_Deposit/$1/$2');
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$routes->get("list/(:any)", "ClientController::editClientOnboarding/$1");
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$routes->group("notification", ["filter" => "authMVC"], function ($routes) {
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$routes->post("create", "NotificationController::createNotification");
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$routes->post("update_enable", "NotificationController::update_enable");
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@ -140,7 +128,6 @@ $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
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});
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});
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$routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list", "EmployeeController::list");
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$routes->get("search", "EmployeeController::search");
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@ -155,13 +142,10 @@ $routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
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$routes->post("test-rack-rate", "EmployeeController::testRackRate");
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});
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$routes->group("/master", ["filter" => "authMVC"], function ($routes) {
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$routes->group("insurer", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list", "MasterController::insurerList");
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$routes->get("remove/(:any)", "MasterController::insurerRemove/$1");
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$routes->get("create", "MasterController::insurerOnboarding");
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@ -196,6 +180,7 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
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});
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$routes->group("kyc", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list", "MasterController::kycList");
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$routes->get("create", "MasterController::kycOnboarding");
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$routes->post("createpost", "MasterController::createKYCInfo");
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@ -204,7 +189,6 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
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$routes->get("remove/(:any)", "MasterController::kycRemove/$1");
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$routes->get("delete/(:any)", "MasterController::deleteClientKycDocs/$1");
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$routes->group("kycdocs", ["filter" => "authMVC"], function ($routes) {
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$routes->post("createpost", "MasterController::createKycDocs");
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$routes->get("editget/(:any)", "MasterController::editKYCGet/$1");
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@ -216,6 +200,7 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
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});
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$routes->group("policy", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list", "MasterController::policyTypeList");
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$routes->get("create", "MasterController::policyTypeOnboarding");
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$routes->post("createpost", "MasterController::createPolicyType");
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@ -223,7 +208,6 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list/(:any)", "MasterController::editPolicyTypeOnboarding/$1");
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$routes->get("remove/(:any)", "MasterController::policyTypeRemove/$1");
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$routes->group("policies", ["filter" => "authMVC"], function ($routes) {
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$routes->post("createpost", "MasterController::createPolicies");
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$routes->get("editget/(:any)", "MasterController::editPoliciesGet/$1");
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@ -249,7 +233,6 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
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});
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});
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$routes->group("/util", ["filter" => "authMVC"], function ($routes) {
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$routes->get("clients-with-policies", "EmployeeController::getClientWithPolicies");
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$routes->get("police-by-insurer/(:any)", "ClientController::getPolicesByInsurerId/$1");
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@ -313,8 +296,11 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
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$routes->get("checkInvoiceStatus/(:any)", "PolicyTransactionController::checkInvoiceStatus/$1");
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$routes->get("base_policy_for_policy_inception/(:any)", "PolicyTransactionController::getBasePolicy/$1");
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$routes->get("sentTestMail/(:any)", "NotificationController::sentTestMail/$1");
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});
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$routes->get("send_manual_reminder/(:any)", "DashboardController::sendManualReminder/$1");
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$routes->get("get_client_policy_list_for_remainder/(:any)", "EmployeeController::get_client_policy_list_for_remainder/$1");
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$routes->get("get_client_branch_data/(:any)", "ClientController::get_client_branch_data/$1");
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});
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$routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
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@ -337,6 +323,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
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$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
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$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
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$routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
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$routes->get("report-outstanding-list", "PolicyTransactionController::reportOutstanding");
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});
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$routes->group("statement", ["filter" => "authMVC"], function ($routes) {
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@ -351,6 +338,13 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
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});
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$routes->group("leads", ["filter" => "authMVC"], function ($routes) {
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$routes->get("list", "LeadsController::viewLeadsList");
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$routes->post("create", "LeadsController::createLead");
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$routes->get("list/(:any)", "LeadsController::getLeadDataForEdit/$1");
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});
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$routes->get("driveListFiles", "GoogleDriveController::listFiles");
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$routes->post('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
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$routes->get('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
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@ -366,7 +360,6 @@ $routes->cli('cli/app_check_list', 'MasterController::appCheckList');
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$routes->cli('cli/new_gdrive_token', 'GoogleDriveController::generateNewGoogleDriveAccessToken');
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//Employee login api's
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$routes->post("/employeeRest/verifyEmployeeNumber", "RestAuthenticationController::verifyEmployeeWithMobileNumber");
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$routes->post("/employeeRest/getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");
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@ -115,72 +115,121 @@ class ClientController extends AdminController
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$this->vehicleModel = new VehicleModel();
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}
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public function Testing() //this function for only tsesting some logics not use for business logic
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public function testingForReviewMail($client_id = 77, $emp_code = 'MGL-004', $mail_active = 0) //this function for only tsesting some logics not use for business logic
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{
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$emp_code = 'MGL-004';
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$client_id = 77;
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$client_policy_id = 205;
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$array_list = [];
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$find = $this->employeeModel->getEmpFamilybyEmpCode(client_policy_id: $client_policy_id, emp_code: $emp_code, client_id: $client_id, emp_status: ['draft', 'enrolled'], policy_status: ['draft', 'enrolled']);
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if (count($find) > 0) {
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$array_list[] = $find;
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}
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$client_policy_ids = $this->employeeModel
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->select('employee_polices.client_policy_id')
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->join('employee_polices', 'employees.id = employee_polices.employee_id')
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->where('employees.client_id', $client_id )
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->where('employees.emp_code', $emp_code )
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->where('employee_polices.is_active', 1 )
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->where('employees.is_active', 1 )
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->findAll();
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// dd($array_list);
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$client_policy_ids2 = array_column($client_policy_ids, 'client_policy_id');
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$notification = $this->notificationModel->where('client_id', $client_id)->where('template_name', 'member_review_and_summary_mail')->first();
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$client_policy_id = array_unique($client_policy_ids2);
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// dd($notification);
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// echo '<pre>';
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// dd($client_policy_id);
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// print_r($unique_policy_ids); die;
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// sort($client_policy_id);
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if (isset($notification) && $notification['enabled'] == 1) {
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$wholeData = '';
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$mail_send_return = '';
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$mail_send_return1 = '';
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$mail_send_return2 = '';
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$params['array_list'] = $array_list;
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$params['client_policy_id'] = $client_policy_id;
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$params['emp_code'] = $emp_code;
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$params['client_id'] = $client_id;
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$params['notification'] = $notification;
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// print_r($params);die;
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$wholeData = sendMailNotification::sendMailNotification('member_review_and_summary_mail', $params);
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// print_r($wholeData); die;
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$mail_send_return = MailHelper::send_email($wholeData[0]);
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$this->myLogger->logme("info", $mail_send_return);
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if (isset($wholeData[0])) {
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$account_manager_wholeData = sendMailNotification::sendMailNotification('account_maneger_summary_mail', $params);
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// print_r($account_manager_wholeData); die;
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if ($account_manager_wholeData) {
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foreach ($account_manager_wholeData as $key => $value) {
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$mail_send_return1 = MailHelper::send_email($value);
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$this->myLogger->logme("info", $mail_send_return1);
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$this->myLogger->logme("info", $mail_send_return1);
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}
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}
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$client_hr_wholeData = sendMailNotification::sendMailNotification('client_hr_summary_mail', $params);
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// print_r($client_hr_wholeData); die;
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if ($client_hr_wholeData) {
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foreach ($client_hr_wholeData as $key => $value) {
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$mail_send_return2 = MailHelper::send_email($value);
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$this->myLogger->logme("info", $mail_send_return2);
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}
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if (!is_null($client_policy_id) && is_array($client_policy_id))
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{
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$array_list = [];
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foreach ($client_policy_id as $key => $value)
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{
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$find = $this->employeeModel->getEmpFamilybyEmpCode(client_policy_id: $value,emp_code: $emp_code,client_id: $client_id,emp_status:['draft','enrolled'],policy_status:['draft','enrolled']);
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if(count($find) > 0){
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$array_list[] = $find;
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}
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}
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// dd($array_list);
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$notification = $this->notificationModel->where('client_id' ,$client_id)->where('template_name', 'member_review_and_summary_mail')->first();
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if (isset($notification) && $notification['enabled'] == 1) {
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$params ['array_list'] = $array_list;
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$params ['client_policy_id'] = $client_policy_id;
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$params ['emp_code'] = $emp_code;
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$params ['client_id'] = $client_id;
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$params ['notification'] = $notification;
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// dd($params);
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$wholeData =sendMailNotification::sendMailNotification('member_review_and_summary_mail', $params);
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// print_r($wholeData); die;
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if($mail_active > 0){
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$mail_send_return = MailHelper::send_email($wholeData[0]);
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$this->myLogger->logme("info", $mail_send_return);
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}
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if (isset($wholeData[0])) {
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$account_manager_wholeData =sendMailNotification::sendMailNotification('account_maneger_summary_mail', $params);
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// print_r($account_manager_wholeData); die;
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if($account_manager_wholeData != null && $account_manager_wholeData != '' && count($account_manager_wholeData))
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{
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if($mail_active > 0){
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foreach ($account_manager_wholeData as $key => $value) {
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$mail_send_return1 = MailHelper::send_email($value);
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$this->myLogger->logme("info", $mail_send_return1);
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}
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}
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}else{
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$this->myLogger->logme("error", 'Account Manager Mail Configuration not Enable for this client');
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}
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$client_hr_wholeData =sendMailNotification::sendMailNotification('client_hr_summary_mail', $params);
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// print_r($client_hr_wholeData); die;
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if($client_hr_wholeData != null && $client_hr_wholeData != '' &&count($client_hr_wholeData))
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{
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if($mail_active > 0){
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foreach ($client_hr_wholeData as $key => $value) {
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$mail_send_return2 = MailHelper::send_email($value);
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$this->myLogger->logme("info", $mail_send_return2);
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}
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}
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}else{
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$this->myLogger->logme("error", 'Client HR Mail Configuration not Enable for this client');
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}
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}
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}else{
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$this->myLogger->logme("error", 'Member Review Mail Configuration not Enable for this client');
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}
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}
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print_r($wholeData);
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echo '<pre>';
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echo '<h3>member_review_and_summary_mail</h3> <br><br>';
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print_r($mail_send_return);
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echo '<h3>account_maneger_summary_mail</h3> <br><br>';
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print_r($mail_send_return1);
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echo '<h3>client_hr_summary_mail</h3> <br><br>';
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print_r($mail_send_return2);
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return $this->respond(['status' => 'success', 'code' => 200, 'data' => []], 200);
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// return $this->respond(['status' => 'success','code' => 200,'data' => [] ], 200);
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}
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public function index()
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@ -3409,7 +3458,12 @@ class ClientController extends AdminController
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public function get_client_policy_data_using_policy_no($policy_no)
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{
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$data = $this->clientPolicyModel
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->select('client_policy.*, clients.client_type')
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->select("
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client_policy.*,
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clients.client_type,
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DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
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DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
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")
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->join('clients', 'client_policy.client_id = clients.id')
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->where('client_policy.policy_no', $policy_no)
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->where('client_policy.is_active', 1)
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@ -3438,4 +3492,27 @@ class ClientController extends AdminController
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return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404], 200);
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}
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}
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public function get_client_branch_data($id = null)
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{
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if ($id) {
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$branch_data = $this->clientBranchModel
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->select('client_branch.*, clients.pan')
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->join('clients', 'client_branch.client_id = clients.id')
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->where(['client_branch.id' => $id, 'client_branch.is_active' => 1])
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->first();
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$branch_contact_data = $this->levelContactModel->where(['ref_id' => $id, 'contact_type' => 'client', 'is_active' => 1])->orderBy('id','asc')->first();
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return $this->respond(['status' => true, 'code' => 200, 'data' => $branch_data, 'contact' => $branch_contact_data], 200);
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} else {
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return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
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}
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}
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public function getClientData()
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{
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$client_id = $this->request->getGet('client_id') ?? null;
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$result = $this->clientModel->getClientData($client_id);
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dd($result);
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}
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}
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@ -32,6 +32,8 @@ class DashboardController extends AdminController
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protected $notificationModel;
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protected $employeePolicyModel;
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protected $policyTransactionModel;
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protected $policyStatus;
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protected $colorShades;
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protected $myLogger;
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@ -48,6 +50,48 @@ class DashboardController extends AdminController
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$this->myLogger = \Config\Services::mylogger();
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$this->policyStatus = [
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'under_process' => 'Under Process',
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'client_pending' => 'Client Pending',
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'insurer_pending' => 'Insurer Pending',
|
||||
'co_insurer_pending' => 'Co-Insurer Pending',
|
||||
'tpa_pending' => 'TPA Pending',
|
||||
'validated' => 'Validated',
|
||||
'cancelled' => 'Cancelled',
|
||||
'instalment_pending' => 'Instalment Pending',
|
||||
'completed' => 'Completed',
|
||||
];
|
||||
|
||||
$this->colorShades = [
|
||||
|
||||
[
|
||||
'linear-gradient(45deg, #66e9eb, #5cc7d2)', // Lighter shade 1
|
||||
'linear-gradient(45deg, #4ce2e5, #45bcc9)', // Lighter shade 2
|
||||
'linear-gradient(45deg, #33dbe0, #2baebd)', // Original shade (slightly lighter)
|
||||
'linear-gradient(45deg, #00d6db, #00a8b5)', // Original
|
||||
'linear-gradient(45deg, #00bfc4, #00929f)', // Darker shade 1
|
||||
'linear-gradient(45deg, #009ea1, #00767a)' // Darker shade 2
|
||||
],
|
||||
// Shades for Grenadier
|
||||
[
|
||||
'linear-gradient(45deg, #ff9d37, #ff7a10)', // Grenadier shade 1
|
||||
'linear-gradient(45deg, #ff8b30, #ff7310)', // Grenadier shade 2
|
||||
'linear-gradient(45deg, #ff8020, #ff5a00)', // Grenadier shade 3
|
||||
'linear-gradient(45deg, #f06d15, #e05505)', // Grenadier shade 4
|
||||
'linear-gradient(45deg, #d85f10, #c04805)', // Grenadier shade 5
|
||||
'linear-gradient(45deg, #b85606, #a04605)' // Grenadier shade 6
|
||||
],
|
||||
// Shades for SilverChalice
|
||||
[
|
||||
'linear-gradient(45deg, #a3a8a8, #8f9494)', // SilverChalice shade 1
|
||||
'linear-gradient(45deg, #989d9d, #848989)', // SilverChalice shade 2
|
||||
'linear-gradient(45deg, #7e8484, #686e6e)', // SilverChalice shade 3
|
||||
'linear-gradient(45deg, #6c7676, #545e5e)', // SilverChalice shade 4
|
||||
'linear-gradient(45deg, #5c6363, #434949)', // SilverChalice shade 5
|
||||
'linear-gradient(45deg, #494f4f, #353d3d)' // SilverChalice shade 6
|
||||
]
|
||||
];
|
||||
|
||||
}
|
||||
|
||||
public function dashboard()
|
||||
@ -70,7 +114,9 @@ class DashboardController extends AdminController
|
||||
$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);
|
||||
|
||||
$groupedData = [];
|
||||
|
||||
foreach ($results as $row) {
|
||||
@ -163,6 +209,10 @@ class DashboardController extends AdminController
|
||||
$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;
|
||||
|
||||
$data['page_name'] = 'Dashboard';
|
||||
@ -467,7 +517,7 @@ class DashboardController extends AdminController
|
||||
|
||||
}
|
||||
|
||||
public function sendManualRemainder($client_id, $client_branch_id)
|
||||
public function sendManualReminder($client_id, $client_branch_id)
|
||||
{
|
||||
$this->myLogger->logme('error', "sendManualRemainder called with client_id: {$client_id}, client_branch_id: {$client_branch_id}");
|
||||
|
||||
@ -494,5 +544,54 @@ class DashboardController extends AdminController
|
||||
}
|
||||
}
|
||||
|
||||
public function data_construct_for_bds($data){
|
||||
|
||||
$groupedData = [
|
||||
'under_process' => [],
|
||||
'client_pending' => [],
|
||||
'insurer_pending' => [],
|
||||
'co_insurer_pending' => [],
|
||||
'tpa_pending' => [],
|
||||
'validated' => [],
|
||||
'cancelled' => [],
|
||||
'instalment_pending' => [],
|
||||
'completed' => [],
|
||||
];
|
||||
|
||||
// Loop through results and group them by their status
|
||||
foreach ($data as $row) {
|
||||
switch ($row['status']) {
|
||||
case 'completed':
|
||||
$groupedData['completed'][] = $row;
|
||||
break;
|
||||
case 'cancelled':
|
||||
$groupedData['cancelled'][] = $row;
|
||||
break;
|
||||
case 'client_pending':
|
||||
$groupedData['client_pending'][] = $row;
|
||||
break;
|
||||
case 'insurer_pending':
|
||||
$groupedData['insurer_pending'][] = $row;
|
||||
break;
|
||||
case 'co_insurer_pending':
|
||||
$groupedData['co_insurer_pending'][] = $row;
|
||||
break;
|
||||
case 'tpa_pending':
|
||||
$groupedData['tpa_pending'][] = $row;
|
||||
break;
|
||||
case 'validated':
|
||||
$groupedData['validated'][] = $row;
|
||||
break;
|
||||
case 'instalment_pending':
|
||||
$groupedData['instalment_pending'][] = $row;
|
||||
break;
|
||||
default:
|
||||
$groupedData['under_process'][] = $row;
|
||||
break;
|
||||
}
|
||||
}
|
||||
|
||||
return $groupedData;
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
@ -319,6 +319,7 @@ class EmpDataServiceController extends BaseController
|
||||
->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
|
||||
->where('client_policy.id', $export_data['client_policy_id'])
|
||||
->where('insurer_excel_export_template.event_name', $export_data['event_type'])
|
||||
->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
|
||||
->where('insurer_excel_export_template.type_name', $export_data['actions'])
|
||||
->first();
|
||||
|
||||
@ -530,6 +531,7 @@ class EmpDataServiceController extends BaseController
|
||||
->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
|
||||
->where('client_policy.id', $export_data['client_policy_id'])
|
||||
->where('insurer_excel_export_template.event_name', $export_data['event_type'])
|
||||
->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
|
||||
->where('insurer_excel_export_template.type_name', $export_data['actions'])
|
||||
->first();
|
||||
|
||||
@ -665,6 +667,7 @@ class EmpDataServiceController extends BaseController
|
||||
->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
|
||||
->where('client_policy.id', $export_data['client_policy_id'])
|
||||
->where('insurer_excel_export_template.event_name', $export_data['event_type'])
|
||||
->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
|
||||
->where('insurer_excel_export_template.type_name', $export_data['actions'])
|
||||
->first();
|
||||
|
||||
@ -776,6 +779,7 @@ class EmpDataServiceController extends BaseController
|
||||
->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
|
||||
->where('client_policy.id', $export_data['client_policy_id'])
|
||||
->where('insurer_excel_export_template.event_name', $export_data['event_type'])
|
||||
->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
|
||||
->where('insurer_excel_export_template.type_name', $export_data['actions'])
|
||||
->first();
|
||||
|
||||
@ -868,7 +872,7 @@ class EmpDataServiceController extends BaseController
|
||||
|
||||
}else if($value == 'inception'){
|
||||
$export_data['event_type'] = 'inception';
|
||||
$dependentAdditionData = $this->employeePolicyModel->getInceptionEmployeeDataForExportExcel($export_data);
|
||||
$inceptionData = $this->employeePolicyModel->getInceptionEmployeeDataForExportExcel($export_data); //Live issue changes 17-10-2024
|
||||
|
||||
}else if($value == 'dependent_addition'){
|
||||
$export_data['event_type'] = 'dependent_addition';
|
||||
@ -943,12 +947,13 @@ class EmpDataServiceController extends BaseController
|
||||
|
||||
|
||||
$template_json = $this->clientPolicyModel
|
||||
->select('insurer_excel_export_template.jsoncolumns')
|
||||
->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
|
||||
->where('client_policy.id', $export_data['client_policy_id'])
|
||||
->where('insurer_excel_export_template.event_name', 'all')
|
||||
->where('insurer_excel_export_template.type_name', $export_data['actions'])
|
||||
->first();
|
||||
->select('insurer_excel_export_template.jsoncolumns')
|
||||
->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
|
||||
->where('client_policy.id', $export_data['client_policy_id'])
|
||||
->where('insurer_excel_export_template.event_name', 'all')
|
||||
->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
|
||||
->where('insurer_excel_export_template.type_name', $export_data['actions'])
|
||||
->first();
|
||||
|
||||
|
||||
if(!empty($template_json) && $template_json != null){
|
||||
|
||||
@ -1458,7 +1458,7 @@ class EmployeeRestController extends AdminController
|
||||
$string = ucwords($string);
|
||||
$result .= ' + '.$string;
|
||||
}else if($value != 0 && $key ==='self') {
|
||||
$result = 'Can Add Self ';
|
||||
$result = 'Allowed memebrs Self ';
|
||||
}else if($value != 0 && $key ==='childrens') {
|
||||
if($value > 1){ $result .= ' + '.$value.' Children'; }else{ $result .= ' + '.$value.' Child'; }
|
||||
}else if($value != 0 && $key ==='elders_count') {
|
||||
@ -1477,7 +1477,7 @@ class EmployeeRestController extends AdminController
|
||||
|
||||
if($first_two_chars == " +"){
|
||||
$modified_string = substr($result, 3);
|
||||
return "Can Add ".$modified_string;
|
||||
return "Allowed memebrs ".$modified_string;
|
||||
}else{
|
||||
return $result;
|
||||
}
|
||||
|
||||
@ -1619,9 +1619,17 @@ class EmployeeServiceController extends AdminController
|
||||
}
|
||||
|
||||
$this->employeeModel->save($value);
|
||||
$emp_id = $this->employeeModel->getInsertID();
|
||||
if($emp_id != 0){ $log_message .= $emp_id; }
|
||||
else{ $emp_id = $employee[0]['id']; }
|
||||
if (isset($value['id'])) {
|
||||
$emp_id = $value['id'];
|
||||
} else {
|
||||
$emp_id = $this->employeeModel->getInsertID();
|
||||
$log_message .= $emp_id;
|
||||
}
|
||||
|
||||
//commanded for last insert id is coming from buffer
|
||||
// $emp_id = $this->employeeModel->getInsertID();
|
||||
// if($emp_id != 0){ $log_message .= $emp_id; }
|
||||
// else{ $emp_id = $employee[0]['id']; }
|
||||
|
||||
$this->myLogger->logme('error',$log_message);
|
||||
|
||||
@ -1647,7 +1655,14 @@ class EmployeeServiceController extends AdminController
|
||||
}
|
||||
|
||||
$this->employeePolicyModel->save($policy_data);
|
||||
$emp_policy_id = $this->employeePolicyModel->getInsertID();
|
||||
if(isset($policy_data['id']))
|
||||
{
|
||||
$emp_policy_id = $policy_data['id'];
|
||||
}else
|
||||
{
|
||||
$emp_policy_id = $this->employeePolicyModel->getInsertID();
|
||||
}
|
||||
|
||||
if($emp_policy_id != 0)//emp policy inserted
|
||||
{
|
||||
$log_message .= ' with PK ' . $emp_policy_id;
|
||||
@ -1663,7 +1678,7 @@ class EmployeeServiceController extends AdminController
|
||||
}
|
||||
|
||||
}
|
||||
else{ $emp_policy_id = $employee_policy[0]['id']; }
|
||||
// else{ $emp_policy_id = $employee_policy[0]['id']; }
|
||||
|
||||
$this->myLogger->logme('error',$log_message);
|
||||
|
||||
@ -2004,9 +2019,15 @@ public function employeesEnrollmentInsert($params)
|
||||
}
|
||||
|
||||
$this->employeeModel->save($value);
|
||||
$emp_id = $this->employeeModel->getInsertID();
|
||||
if($emp_id != 0){ $log_message .= $emp_id; }
|
||||
else{ $emp_id = $employee['id']; }
|
||||
if (isset($value['id']))
|
||||
{ $emp_id = $value['id']; }
|
||||
else { $emp_id = $this->employeeModel->getInsertID();
|
||||
$log_message .= $emp_id;
|
||||
}
|
||||
|
||||
// $emp_id = $this->employeeModel->getInsertID();
|
||||
// if($emp_id != 0){ $log_message .= $emp_id; }
|
||||
// else{ $emp_id = $employee['id']; }
|
||||
|
||||
$this->myLogger->logme('error',$log_message);
|
||||
|
||||
|
||||
299
app/Controllers/LeadsController.php
Normal file
299
app/Controllers/LeadsController.php
Normal file
@ -0,0 +1,299 @@
|
||||
<?php
|
||||
|
||||
namespace App\Controllers;
|
||||
|
||||
use CodeIgniter\API\ResponseTrait;
|
||||
|
||||
use App\Models\UserModel;
|
||||
use App\Models\ClientModel;
|
||||
use App\Models\ClientBranchModel;
|
||||
use App\Models\ClientPolicyModel;
|
||||
use App\Models\LevelContactModel;
|
||||
use App\Models\LeadsModel;
|
||||
use App\Models\PolicyTypeModel;
|
||||
use App\Models\KYCEntityTypeModel;
|
||||
use App\Models\PolicyTransactionStatusModel;
|
||||
use App\Models\InsurerBranchModel;
|
||||
use App\Models\TPABranchModel;
|
||||
|
||||
class LeadsController extends BaseController
|
||||
{
|
||||
use ResponseTrait;
|
||||
|
||||
//log message
|
||||
protected $myLogger;
|
||||
|
||||
//models
|
||||
protected $clientModel;
|
||||
protected $userModel;
|
||||
protected $clientBranchModel;
|
||||
protected $clientPolicyModel;
|
||||
protected $levelContactModel;
|
||||
protected $leadsModel;
|
||||
protected $policyTypeModel;
|
||||
protected $kycEntityTypeModel;
|
||||
protected $policyTransactionStatusModel;
|
||||
protected $insurerBranchModel;
|
||||
protected $tpaBranchModel;
|
||||
|
||||
//variables for storing array
|
||||
protected $issuer;
|
||||
protected $clientType;
|
||||
protected $leadType;
|
||||
protected $leadsStatus;
|
||||
|
||||
public function __construct()
|
||||
{
|
||||
set_session_context('Leads');
|
||||
$this->myLogger = \Config\Services::mylogger();
|
||||
|
||||
$this->clientModel = new ClientModel();
|
||||
$this->userModel = new UserModel();
|
||||
$this->clientBranchModel = new ClientBranchModel();
|
||||
$this->clientPolicyModel = new ClientPolicyModel();
|
||||
$this->levelContactModel = new LevelContactModel();
|
||||
$this->leadsModel = new LeadsModel();
|
||||
$this->policyTypeModel = new PolicyTypeModel();
|
||||
$this->kycEntityTypeModel = new KYCEntityTypeModel();
|
||||
$this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
|
||||
$this->insurerBranchModel = new InsurerBranchModel();
|
||||
$this->tpaBranchModel = new TPABranchModel();
|
||||
|
||||
$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
|
||||
$this->clientType = [1 => 'Group', 2 => 'Individual'];
|
||||
$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
|
||||
$this->leadsStatus = [
|
||||
'queued' => 'Queued',
|
||||
'qcr_sent' => 'QCR sent',
|
||||
'lost' => 'Lost',
|
||||
'co_insurer_pending' => 'Co-Insurer Pending',
|
||||
'won' => 'Won',
|
||||
'completed_with_corrections' => 'Completed with Corrections',
|
||||
'completed_without_corrections' => 'Completed w/o Corrections',
|
||||
];
|
||||
}
|
||||
|
||||
public function viewLeadsList()
|
||||
{
|
||||
$data['page_name'] = 'Leads';
|
||||
|
||||
// Set basic data
|
||||
$data['issuer'] = $this->issuer;
|
||||
$data['client_type'] = $this->clientType;
|
||||
$data['lead_type'] = $this->leadType;
|
||||
$data['lead_status'] = $this->leadsStatus;
|
||||
|
||||
// Fetch policy types and entity data
|
||||
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
|
||||
|
||||
// Fetch insurer and TPA branch data
|
||||
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
|
||||
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
|
||||
|
||||
// Fetch sales team members who are active in team 5
|
||||
$data['salse_team'] = $this->userModel
|
||||
->select('user_profiles.*')
|
||||
->join('user_teams', 'user_profiles.id = user_teams.user_id')
|
||||
->where('user_teams.team_id', 5)
|
||||
->where('user_teams.is_active', 1)
|
||||
->where('user_profiles.is_active', 1)
|
||||
->findAll();
|
||||
|
||||
// dd($data);
|
||||
|
||||
// Fetch leads data
|
||||
$data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
|
||||
|
||||
// Load layout and pass data
|
||||
$this->loadLayout('leads_list', $data);
|
||||
}
|
||||
|
||||
public function createLead()
|
||||
{
|
||||
// print_r($this->request->getPost()); die;
|
||||
$id = $this->request->getPost('id');
|
||||
$data = $this->prepareLeadData();
|
||||
// print_r($this->request->getPost()); die;
|
||||
|
||||
|
||||
if (!$id) {
|
||||
return $this->insertNewLead($data);
|
||||
} else {
|
||||
return $this->updateOldLead($id, $data);
|
||||
}
|
||||
}
|
||||
|
||||
private function prepareLeadData()
|
||||
{
|
||||
$data = $this->request->getPost();
|
||||
|
||||
if($data['lead_type'] == 2){
|
||||
$client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
|
||||
$data['client_name'] = $client_data['client_name'];
|
||||
$data['client_short_name'] = $client_data['short_name'];
|
||||
$data['entity_type_id'] = $client_data['entity_type_id'];
|
||||
$data['client_type'] = $client_data['client_type'];
|
||||
}else{
|
||||
$data['client_id'] = 0;
|
||||
$data['client_branch_id'] = 0;
|
||||
$data['source_policy_id'] = 0;
|
||||
}
|
||||
|
||||
$data['client_code'] = generate_client_code();
|
||||
if($data['client_code'] == 2){
|
||||
$data['client_code'] = generate_client_code('IC');
|
||||
}
|
||||
|
||||
$data = $this->prepareMultipleLeadData($data);
|
||||
// print_r($data); die;
|
||||
return $data;
|
||||
}
|
||||
|
||||
private function prepareMultipleLeadData($data)
|
||||
{
|
||||
$processedData = [];
|
||||
foreach($data['policy_type_id'] as $index => $value){
|
||||
|
||||
// Separate the insurer and insurer branch
|
||||
list($insurer_branch_id, $insurer_id) = explode('-',$data['insurer'][$index]);
|
||||
// Separate the tpa and tpa branch
|
||||
list($tpa_branch_id, $tpa_id) = explode('-',$data['tpa'][$index]);
|
||||
|
||||
// Separate the insurer and insurer branch, handle missing or invalid data
|
||||
if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
|
||||
list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
|
||||
} else {
|
||||
$proposed_insurer_branch_id = 0;
|
||||
$proposed_insurer_id = 0;
|
||||
}
|
||||
|
||||
// Separate the TPA and TPA branch, handle missing or invalid data
|
||||
if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
|
||||
list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
|
||||
} else {
|
||||
$proposed_tpa_branch_id = 0;
|
||||
$proposed_tpa_id = 0;
|
||||
}
|
||||
|
||||
if(!empty($data['policy_start_date'][$index])){
|
||||
$policy_start_date = change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
|
||||
}else{
|
||||
$policy_start_date = null;
|
||||
}
|
||||
|
||||
if(!empty($data['policy_end_date'][$index])){
|
||||
$policy_end_date = change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
|
||||
}else{
|
||||
$policy_end_date = null;
|
||||
}
|
||||
|
||||
$processedData[] = [
|
||||
'lead_type' => $data['lead_type'],
|
||||
'issuer' => $data['issuer'],
|
||||
'client_type' => $data['client_type'],
|
||||
'client_name' => $data['client_name'],
|
||||
'client_short_name' => $data['client_short_name'],
|
||||
'entity_type_id' => $data['entity_type_id'],
|
||||
'client_code' => $data['client_code'],
|
||||
'pan' => $data['pan'],
|
||||
'gst' => $data['gst'],
|
||||
'branch_name' => $data['branch_name'],
|
||||
'branch_code' => $data['branch_code'],
|
||||
'contact_person_name' => $data['contact_person_name'],
|
||||
'contact_person_mobile' => $data['contact_person_mobile'],
|
||||
'client_id' => $data['client_id'] ?? 0,
|
||||
'client_branch_id' => $data['client_branch_id'] ?? 0,
|
||||
'source_policy_id' => $data['source_policy_id'] ?? 0,
|
||||
'policy_type_id' => $value,
|
||||
'salse_person_id' => $data['salse_person_id'] ?? 0,
|
||||
|
||||
'insurer_id' => $insurer_id ?? 0,
|
||||
'insurer_branch_id' => $insurer_branch_id ?? 0,
|
||||
'tpa_id' => $tpa_id ?? 0,
|
||||
'tpa_branch_id' => $tpa_branch_id ?? 0,
|
||||
'policy_start_date' => $policy_start_date,
|
||||
'policy_end_date' => $policy_end_date,
|
||||
'no_of_lives' => $data['no_of_lives'][$index] ?? null,
|
||||
'claims' => $data['claims'][$index] ?? null,
|
||||
'location' => $data['location'][$index] ?? null,
|
||||
'proposed_insurer_id' => $proposed_insurer_id ?? 0,
|
||||
'proposed_insurer_branch_id' => $proposed_insurer_branch_id ?? 0,
|
||||
'proposed_tpa_id' => $proposed_tpa_id ?? 0,
|
||||
'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
|
||||
|
||||
'status' => $data['status'] ?? null,
|
||||
'notes' => $data['notes'] ?? null,
|
||||
];
|
||||
}
|
||||
|
||||
return $processedData;
|
||||
}
|
||||
|
||||
private function insertNewLead($data)
|
||||
{
|
||||
$insertCount = [];
|
||||
foreach($data as $value){
|
||||
$insert = $this->leadsModel->insert($value);
|
||||
$insertCount[] = $insert;
|
||||
$this->insertLeadStatus($insert, $value['status'], 3);
|
||||
}
|
||||
|
||||
if (count($insertCount) > 0) {
|
||||
return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
|
||||
}
|
||||
|
||||
return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
|
||||
}
|
||||
|
||||
private function updateOldLead($id, $data)
|
||||
{
|
||||
if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
|
||||
$this->insertLeadStatus($id, $data[0]['status'], 3);
|
||||
return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
|
||||
}
|
||||
return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
|
||||
}
|
||||
|
||||
// Get the Single Lead data for edit
|
||||
public function getLeadDataForEdit($id)
|
||||
{
|
||||
|
||||
$data = $this->leadsModel
|
||||
->where('leads.id', $id)
|
||||
->where('leads.is_active', 1)
|
||||
->first();
|
||||
|
||||
if(!empty($data['policy_start_date'])){
|
||||
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
|
||||
}else{
|
||||
$data['policy_start_date'] = null;
|
||||
}
|
||||
|
||||
if(!empty($data['policy_end_date'])){
|
||||
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
|
||||
}else{
|
||||
$data['policy_end_date'] = null;
|
||||
}
|
||||
|
||||
if($data){
|
||||
return $this->respond(['status' => true, 'data' => $data], 200);
|
||||
}else{
|
||||
return $this->respond(['status' => false], 200);
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
private function insertLeadStatus($primaryKey, $status, $statusType)
|
||||
{
|
||||
$statusData = [
|
||||
'policy_tran_id' => $primaryKey,
|
||||
'status' => $status,
|
||||
'status_type' => $statusType,
|
||||
'created_by' => get_session_userid(),
|
||||
];
|
||||
$this->policyTransactionStatusModel->insert($statusData);
|
||||
}
|
||||
|
||||
|
||||
}
|
||||
@ -101,9 +101,10 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
// Policy Transaction Inception
|
||||
public function viewInception()
|
||||
{
|
||||
{
|
||||
$data['page_name'] = 'Policy';
|
||||
|
||||
|
||||
// Static arrays for dropdowns
|
||||
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
|
||||
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
|
||||
$data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
|
||||
@ -143,8 +144,8 @@ class PolicyTransactionController extends BaseController
|
||||
'policy_start_date' => 'Policy Start Date',
|
||||
'policy_end_date' => 'Policy End Date',
|
||||
];
|
||||
|
||||
//filter datas
|
||||
|
||||
// Filter data
|
||||
$start_date = $this->request->getGet('start_date');
|
||||
$end_date = $this->request->getGet('end_date');
|
||||
$client_id = $this->request->getGet('client_id');
|
||||
@ -153,28 +154,44 @@ class PolicyTransactionController extends BaseController
|
||||
$date_type = $this->request->getGet('date_type');
|
||||
$issuer = $this->request->getGet('issuer');
|
||||
$status = $this->request->getGet('status');
|
||||
|
||||
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
|
||||
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
|
||||
|
||||
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
|
||||
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
|
||||
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
|
||||
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
$status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
|
||||
|
||||
|
||||
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
|
||||
|
||||
|
||||
// Handle null or empty values
|
||||
$start_date = empty($start_date) ? 0 : $start_date;
|
||||
$end_date = empty($end_date) ? 0 : $end_date;
|
||||
$client_id = empty($client_id) ? 0 : $client_id;
|
||||
$insurer_id = empty($insurer_id) ? 0 : $insurer_id;
|
||||
$policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
|
||||
$date_type = empty($date_type) ? 0 : $date_type;
|
||||
$issuer = empty($issuer) ? 0 : $issuer;
|
||||
$status = empty($status) ? 0 : $status; // Corrected from `$issuer`
|
||||
|
||||
// Fetch inception data list
|
||||
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
|
||||
$start_date,
|
||||
$end_date,
|
||||
$client_id,
|
||||
$insurer_id,
|
||||
$policy_type_id,
|
||||
$date_type,
|
||||
$issuer,
|
||||
$status
|
||||
);
|
||||
|
||||
// Fetch additional data
|
||||
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
|
||||
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
|
||||
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
|
||||
$data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
|
||||
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
|
||||
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
|
||||
$data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
|
||||
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
|
||||
|
||||
// Fetch PP Teams Data
|
||||
$data['ppTeamsData'] = $this->userModel
|
||||
->where('is_active', 1)
|
||||
->findAll();
|
||||
|
||||
// Fetch Sales Team
|
||||
$data['salse_team'] = $this->userModel
|
||||
->select('user_profiles.*')
|
||||
->join('user_teams', 'user_profiles.id = user_teams.user_id')
|
||||
@ -182,16 +199,22 @@ class PolicyTransactionController extends BaseController
|
||||
->where('user_teams.is_active', 1)
|
||||
->where('user_profiles.is_active', 1)
|
||||
->findAll();
|
||||
|
||||
|
||||
// Fetch ACM
|
||||
$data['ACM'] = $this->userModel
|
||||
->where('user_profiles.role', 3)
|
||||
->where('user_profiles.is_active', 1)
|
||||
->where('role', 3) // Assuming `role` is in `user_profiles`
|
||||
->where('is_active', 1)
|
||||
->findAll();
|
||||
|
||||
|
||||
$this->loadLayout('policy_transaction_inception_list', $data);
|
||||
// echo '<pre>';
|
||||
// print_r($data['ppTeamsData']); die;
|
||||
|
||||
// dd($data);
|
||||
|
||||
// Load view
|
||||
$this->loadLayout('policy_transaction_inception_list', $data);
|
||||
}
|
||||
|
||||
|
||||
// policy Transaction Create function start
|
||||
public function createInceptionPolicy()
|
||||
{
|
||||
@ -297,8 +320,8 @@ class PolicyTransactionController extends BaseController
|
||||
$data['ct_type'] = 1;
|
||||
}
|
||||
|
||||
$month = '01-'.(string)$this->request->getPost('month');
|
||||
$data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
|
||||
// $month = '01-'.(string)$this->request->getPost('month');
|
||||
// $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
|
||||
|
||||
// Determine $is_addon value
|
||||
$data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 :
|
||||
@ -729,6 +752,8 @@ class PolicyTransactionController extends BaseController
|
||||
|
||||
if(!empty($data['month'])){
|
||||
$data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
|
||||
}else{
|
||||
$data['month'] = null;
|
||||
}
|
||||
|
||||
|
||||
@ -744,7 +769,7 @@ class PolicyTransactionController extends BaseController
|
||||
->findAll();
|
||||
|
||||
|
||||
$data['base_policy_data'] = $this->clientPolicyModel
|
||||
$data['base_policy_data'] = $this->clientPolicyModel
|
||||
->select('client_policy.*, policy_type.policy_type')
|
||||
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
|
||||
->where('client_policy.client_id', $data['client_id'])
|
||||
@ -752,13 +777,18 @@ 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)
|
||||
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
|
||||
->where('pt_files.pt_id', $id)
|
||||
->where('pt_files.is_active', 1)
|
||||
->findAll();
|
||||
|
||||
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel
|
||||
->where('pt_id', $id)
|
||||
->where('is_active', 1)
|
||||
->orderBy('id', 'asc')
|
||||
->findAll();
|
||||
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
|
||||
$data['emp_data'] = $this->employeeModel
|
||||
->select('employees.*, employee_polices.id as emp_policy_id')
|
||||
->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
|
||||
@ -1146,9 +1176,9 @@ class PolicyTransactionController extends BaseController
|
||||
'created_by' => get_session_userid(),
|
||||
];
|
||||
|
||||
$uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
|
||||
// $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
|
||||
|
||||
$GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
|
||||
// $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
|
||||
|
||||
// Insert into database
|
||||
$insert = $this->PTFileModel->insert($docData);
|
||||
@ -1374,8 +1404,6 @@ class PolicyTransactionController extends BaseController
|
||||
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
|
||||
|
||||
|
||||
$data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
|
||||
$this->loadLayout('variance_report_list', $data);
|
||||
|
||||
@ -1462,6 +1490,46 @@ class PolicyTransactionController extends BaseController
|
||||
$this->loadLayout('finance_team_list', $data);
|
||||
}
|
||||
|
||||
public function reportOutstanding()
|
||||
{
|
||||
$data['page_name'] = 'Outstanding Report';
|
||||
|
||||
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
|
||||
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
|
||||
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
|
||||
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
|
||||
$data['date_type'] = [
|
||||
'policy_issue_date' => 'Policy Issue Date',
|
||||
'policy_start_date' => 'Policy Start Date',
|
||||
'policy_end_date' => 'Policy End Date',
|
||||
'data_received_date' => 'Data Received Date',
|
||||
'closure_date' => 'Closure Date',
|
||||
];
|
||||
|
||||
//filter datas
|
||||
$start_date = $this->request->getGet('start_date');
|
||||
$end_date = $this->request->getGet('end_date');
|
||||
$client_id = $this->request->getGet('client_id');
|
||||
$insurer_id = $this->request->getGet('insurer_id');
|
||||
$policy_type_id = $this->request->getGet('policy_type_id');
|
||||
$date_type = $this->request->getGet('date_type');
|
||||
$issuer = $this->request->getGet('issuer');
|
||||
|
||||
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
|
||||
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
|
||||
|
||||
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
|
||||
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
|
||||
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
|
||||
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
|
||||
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
|
||||
|
||||
$data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
|
||||
// dd($this->policyTransactionModel->getLastQuery());
|
||||
// dd($data);
|
||||
$this->loadLayout('outstanding_report_list', $data);
|
||||
|
||||
}
|
||||
|
||||
//---------------------------------------------------------------------------------------------------
|
||||
|
||||
|
||||
@ -1133,7 +1133,10 @@ if (!function_exists('premium_calculation_manager'))
|
||||
$insurer = ($insurer->find($policy_terms['insurer_id']));
|
||||
if($insurer['addition_add_day'] == true)
|
||||
{
|
||||
$emp_data['policy_details']['date_coverage'] = (new DateTime($emp_data['policy_details']['date_coverage']))->modify('+1 day')->format('Y-m-d');
|
||||
// $emp_data['policy_details']['date_coverage'] = (new DateTime($emp_data['policy_details']['date_coverage']))->modify('+1 day')->format('Y-m-d');
|
||||
|
||||
$emp_data['policy_details']['date_coverage'] = isset($emp_data['policy_details']['date_coverage']) && $emp_data['policy_details']['date_coverage'] != '' && $emp_data['policy_details']['date_coverage'] != null ?
|
||||
(new DateTime($emp_data['policy_details']['date_coverage']))->modify('+1 day')->format('Y-m-d') : null ;
|
||||
}
|
||||
}
|
||||
// dd($emp_data);
|
||||
|
||||
@ -180,14 +180,6 @@ class sendMailNotification
|
||||
$client_data =$clientModel->where('id', $client_id)->first();
|
||||
$notification_data = $notificationModel->where('client_id' ,$client_id)->where('template_name', $action)->first();
|
||||
|
||||
$client_policy_data = $clientPolicyModel->where('id', $client_policy_id)->first();
|
||||
|
||||
if($client_policy_data['policy_type_id'] == 1 || $client_policy_data['policy_type_id'] == 6 || $client_policy_data['policy_type_id'] == 7 ){
|
||||
$policy_premium_data = $PolicyPremium1Model->where('client_policy_id', $client_policy_id)->first();
|
||||
}else{
|
||||
$policy_premium_data = $PolicyPremium2Model->where('client_policy_id', $client_policy_id)->first();
|
||||
}
|
||||
|
||||
// dd($notification_data);
|
||||
|
||||
if (isset($notification_data) && $notification_data['enabled'] == 1) {
|
||||
@ -230,15 +222,23 @@ class sendMailNotification
|
||||
|
||||
foreach ($item as $inner_item) {
|
||||
|
||||
//getting policy premium data
|
||||
$client_policy_data = $clientPolicyModel->where('id', $inner_item['client_policy_id'])->first();
|
||||
if($client_policy_data['policy_type_id'] == 1 || $client_policy_data['policy_type_id'] == 6 || $client_policy_data['policy_type_id'] == 7 ){
|
||||
$policy_premium_data = $PolicyPremium1Model->where('client_policy_id', $inner_item['client_policy_id'])->where('is_active', '1')->first();
|
||||
}else{
|
||||
$policy_premium_data = $PolicyPremium2Model->where('client_policy_id', $inner_item['client_policy_id'])->where('is_active', '1')->first();
|
||||
}
|
||||
//end of getting policy premium data
|
||||
|
||||
$policy_name = $inner_item['policy_name'];
|
||||
|
||||
if ($inner_item['relationship'] == 'Self') {
|
||||
$emp_code = ' (' . $inner_item['emp_code'] . ')';
|
||||
} else {
|
||||
$emp_code = '';
|
||||
}
|
||||
$emp_code = '(' . $inner_item['emp_code'] . ')';
|
||||
$mail = $inner_item['email_corporate'];
|
||||
$name = $inner_item['name'];
|
||||
}
|
||||
|
||||
|
||||
$si = '';
|
||||
$premium = '';
|
||||
$gst_forself = '';
|
||||
@ -249,7 +249,7 @@ class sendMailNotification
|
||||
}
|
||||
|
||||
$temp_data .= '<tr>';
|
||||
$temp_data .= '<td>' . $inner_item['name'] . $emp_code . '</td>';
|
||||
$temp_data .= '<td>' . $inner_item['name'] . ($inner_item['relationship'] == 'Self' ? ' (' . $inner_item['emp_code'] . ')' : '') . '</td>';
|
||||
$temp_data .= '<td>' . $inner_item['relationship'] . '</td>';
|
||||
$temp_data .= '<td>' . \DateTime::createFromFormat('Y-m-d', $inner_item['dob'])->format('d-m-Y') . '</td>';
|
||||
$temp_data .= '<td>' . $si . '</td>';
|
||||
@ -385,14 +385,6 @@ class sendMailNotification
|
||||
$client_data =$clientModel->where('id', $client_id)->first();
|
||||
$notification_data = $notificationModel->where('client_id' ,$client_id)->where('template_name', $action)->first();
|
||||
|
||||
$client_policy_data = $clientPolicyModel->where('id', $client_policy_id)->first();
|
||||
|
||||
if($client_policy_data['policy_type_id'] == 1 || $client_policy_data['policy_type_id'] == 6 || $client_policy_data['policy_type_id'] == 7 ){
|
||||
$policy_premium_data = $PolicyPremium1Model->where('client_policy_id', $client_policy_id)->first();
|
||||
}else{
|
||||
$policy_premium_data = $PolicyPremium2Model->where('client_policy_id', $client_policy_id)->first();
|
||||
}
|
||||
|
||||
if (isset($notification_data) && $notification_data['enabled'] == 1) {
|
||||
|
||||
$client_rm_data= $clientRMModel->where('client_id', $client_id)->where('is_active',1)->findAll();
|
||||
@ -436,6 +428,15 @@ class sendMailNotification
|
||||
|
||||
foreach ($item as $inner_item) {
|
||||
|
||||
//getting policy premium data
|
||||
$client_policy_data = $clientPolicyModel->where('id', $inner_item['client_policy_id'])->first();
|
||||
if($client_policy_data['policy_type_id'] == 1 || $client_policy_data['policy_type_id'] == 6 || $client_policy_data['policy_type_id'] == 7 ){
|
||||
$policy_premium_data = $PolicyPremium1Model->where('client_policy_id', $inner_item['client_policy_id'])->where('is_active', '1')->first();
|
||||
}else{
|
||||
$policy_premium_data = $PolicyPremium2Model->where('client_policy_id', $inner_item['client_policy_id'])->where('is_active', '1')->first();
|
||||
}
|
||||
//end of getting policy premium data
|
||||
|
||||
$policy_name = $inner_item['policy_name'];
|
||||
|
||||
if ($inner_item['relationship'] == 'Self') {
|
||||
@ -588,17 +589,8 @@ class sendMailNotification
|
||||
$notification_data = $notificationModel->where('client_id' ,$client_id)->where('template_name', $action)->first();
|
||||
$clientRMModel =new ClientRMModel();
|
||||
|
||||
|
||||
$client_policy_data = $clientPolicyModel->where('id', $client_policy_id)->first();
|
||||
|
||||
if($client_policy_data['policy_type_id'] == 1 || $client_policy_data['policy_type_id'] == 6 || $client_policy_data['policy_type_id'] == 7 ){
|
||||
$policy_premium_data = $PolicyPremium1Model->where('client_policy_id', $client_policy_id)->first();
|
||||
}else{
|
||||
$policy_premium_data = $PolicyPremium2Model->where('client_policy_id', $client_policy_id)->first();
|
||||
}
|
||||
|
||||
|
||||
if (isset($notification_data['enabled']) && $notification_data['enabled'] == 1) {
|
||||
|
||||
$client_rm_data= $clientRMModel->where('client_id', $client_id)->where('is_active',1)->findAll();
|
||||
$user_list= [];
|
||||
foreach ($client_rm_data as $key => $value) {
|
||||
@ -641,6 +633,16 @@ class sendMailNotification
|
||||
$is_addon = '';
|
||||
|
||||
foreach ($item as $inner_item) {
|
||||
|
||||
//getting policy premium data
|
||||
$client_policy_data = $clientPolicyModel->where('id', $inner_item['client_policy_id'])->first();
|
||||
if($client_policy_data['policy_type_id'] == 1 || $client_policy_data['policy_type_id'] == 6 || $client_policy_data['policy_type_id'] == 7 ){
|
||||
$policy_premium_data = $PolicyPremium1Model->where('client_policy_id', $inner_item['client_policy_id'])->where('is_active', '1')->first();
|
||||
}else{
|
||||
$policy_premium_data = $PolicyPremium2Model->where('client_policy_id', $inner_item['client_policy_id'])->where('is_active', '1')->first();
|
||||
}
|
||||
//end of getting policy premium data
|
||||
|
||||
$policy_name = $inner_item['policy_name'];
|
||||
|
||||
if ($inner_item['relationship'] == 'Self') {
|
||||
@ -779,7 +781,7 @@ class sendMailNotification
|
||||
}
|
||||
|
||||
return $wholeData;
|
||||
}
|
||||
}
|
||||
|
||||
}
|
||||
}
|
||||
|
||||
@ -466,3 +466,12 @@ function numberToWords($number)
|
||||
|
||||
return $number; // Fallback for numbers beyond the supported range
|
||||
}
|
||||
|
||||
if (!function_exists('print_rr')) {
|
||||
function print_rr($data)
|
||||
{
|
||||
echo "<pre>";
|
||||
print_r($data);
|
||||
echo "</pre>";
|
||||
}
|
||||
}
|
||||
@ -114,5 +114,96 @@ class ClientModel extends Model
|
||||
|
||||
}
|
||||
|
||||
|
||||
public function getClientData($client_id = null)
|
||||
{
|
||||
// Load the database if not already loaded
|
||||
$db = \Config\Database::connect();
|
||||
|
||||
// Clients query
|
||||
$clientQuery = $db->table('clients')
|
||||
->groupStart() // Start grouping OR conditions
|
||||
->where('client_type IS NULL OR client_type = ""')
|
||||
->orWhere('entity_type_id IS NULL OR entity_type_id = ""')
|
||||
->orWhere('client_name IS NULL OR client_name = ""')
|
||||
->orWhere('short_name IS NULL OR short_name = ""')
|
||||
->orWhere('pan IS NULL OR pan = ""')
|
||||
->groupEnd(); // End grouping OR conditions
|
||||
|
||||
if ($client_id) {
|
||||
// If client_id is passed, fetch data for this particular client
|
||||
$clientQuery->where('id', $client_id);
|
||||
}
|
||||
|
||||
$clients = $clientQuery->get()->getResultArray();
|
||||
|
||||
// Client Branch query
|
||||
$branchQuery = $db->table('client_branch')
|
||||
->groupStart()
|
||||
->where('branch_name IS NULL OR branch_name = ""')
|
||||
->orWhere('branch_code IS NULL OR branch_code = ""')
|
||||
->orWhere('gst IS NULL OR gst = ""')
|
||||
->orWhere('units IS NULL OR units = ""')
|
||||
->groupEnd();
|
||||
|
||||
if ($client_id) {
|
||||
// Add filter for particular client's branches if client_id is passed
|
||||
$branchQuery->where('client_id', $client_id);
|
||||
}
|
||||
|
||||
$clientBranches = $branchQuery->get()->getResultArray();
|
||||
|
||||
// Client Policy query
|
||||
$policyQuery = $db->table('client_policy')
|
||||
->groupStart()
|
||||
->where('client_id IS NULL OR client_id = ""')
|
||||
->orWhere('client_branch_id IS NULL OR client_branch_id = ""')
|
||||
->orWhere('policy_id IS NULL OR policy_id = ""')
|
||||
->orWhere('policy_type_id IS NULL OR policy_type_id = ""')
|
||||
->orWhere('insurer_id IS NULL OR insurer_id = ""')
|
||||
->orWhere('insurer_branch_id IS NULL OR insurer_branch_id = ""')
|
||||
->orWhere('tpa_id IS NULL OR tpa_id = ""')
|
||||
->orWhere('tpa_branch_id IS NULL OR tpa_branch_id = ""')
|
||||
->orWhere('policy_start_date IS NULL OR policy_start_date = ""')
|
||||
->orWhere('policy_end_date IS NULL OR policy_end_date = ""')
|
||||
->orWhere('policy_no IS NULL OR policy_no = ""')
|
||||
->orWhere('cd_ac_no IS NULL OR cd_ac_no = ""')
|
||||
->orWhere('policy_terms IS NULL OR policy_terms = ""')
|
||||
->orWhere('gst IS NULL OR gst = ""')
|
||||
->groupEnd();
|
||||
|
||||
if ($client_id) {
|
||||
// Add filter for particular client's policies if client_id is passed
|
||||
$policyQuery->where('client_id', $client_id);
|
||||
}
|
||||
|
||||
$clientPolicies = $policyQuery->get()->getResultArray();
|
||||
|
||||
// Client RM query
|
||||
$rmQuery = $db->table('client_rm')
|
||||
->groupStart()
|
||||
->where('client_id IS NULL OR client_id = ""')
|
||||
->orWhere('user_id IS NULL OR user_id = ""')
|
||||
->orWhere('level IS NULL OR level = ""')
|
||||
->groupEnd();
|
||||
|
||||
if ($client_id) {
|
||||
// Add filter for particular client's RM if client_id is passed
|
||||
$rmQuery->where('client_id', $client_id);
|
||||
}
|
||||
|
||||
$clientRms = $rmQuery->get()->getResultArray();
|
||||
|
||||
// Combine all results into a single array
|
||||
$result = [
|
||||
'clients' => $clients,
|
||||
'client_branches' => $clientBranches,
|
||||
'client_policies' => $clientPolicies,
|
||||
'client_rms' => $clientRms
|
||||
];
|
||||
|
||||
return $result;
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
|
||||
108
app/Models/LeadsModel.php
Normal file
108
app/Models/LeadsModel.php
Normal file
@ -0,0 +1,108 @@
|
||||
<?php
|
||||
|
||||
namespace App\Models;
|
||||
|
||||
use CodeIgniter\Model;
|
||||
|
||||
class LeadsModel extends Model
|
||||
{
|
||||
protected $table = 'leads';
|
||||
protected $primaryKey = 'id';
|
||||
protected $allowedFields = [
|
||||
'id',
|
||||
'lead_type',
|
||||
'issuer',
|
||||
'client_type',
|
||||
'client_name',
|
||||
'client_short_name',
|
||||
'entity_type_id',
|
||||
'client_code',
|
||||
'cost_center',
|
||||
'pan',
|
||||
'gst',
|
||||
'branch_name',
|
||||
'branch_code',
|
||||
'contact_person_name',
|
||||
'contact_person_mobile',
|
||||
'client_id',
|
||||
'client_branch_id',
|
||||
'source_policy_id',
|
||||
'policy_type_id',
|
||||
'salse_person_id',
|
||||
'insurer_id',
|
||||
'insurer_branch_id',
|
||||
'tpa_id',
|
||||
'tpa_branch_id',
|
||||
'policy_start_date',
|
||||
'policy_end_date',
|
||||
'no_of_lives',
|
||||
'claims',
|
||||
'location',
|
||||
'proposed_insurer_id',
|
||||
'proposed_insurer_branch_id',
|
||||
'proposed_tpa_id',
|
||||
'proposed_tpa_branch_id',
|
||||
'status',
|
||||
'notes',
|
||||
'created_at',
|
||||
'created_by',
|
||||
'updated_at',
|
||||
'updated_by',
|
||||
'is_active',
|
||||
];
|
||||
|
||||
|
||||
// Callbacks
|
||||
protected $allowCallbacks = true;
|
||||
protected $beforeInsert = ["checkAndADDCreatedByValue"];
|
||||
protected $afterInsert = [];
|
||||
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
|
||||
protected $afterUpdate = [];
|
||||
protected $beforeFind = [];
|
||||
protected $afterFind = [];
|
||||
protected $beforeDelete = [];
|
||||
protected $afterDelete = [];
|
||||
|
||||
protected function checkAndADDCreatedByValue(array $data)
|
||||
{
|
||||
// Check if 'updated_by' value is null or empty
|
||||
if (empty($data['data']['created_by'])) {
|
||||
// Set 'updated_by' value to the current session user ID
|
||||
$data['data']['created_by'] = get_session_userid();
|
||||
}
|
||||
|
||||
return $data;
|
||||
}
|
||||
|
||||
protected function checkAndUpdateUpdatedByValue(array $data)
|
||||
{
|
||||
// Check if 'updated_by' value is null or empty
|
||||
if (empty($data['data']['updated_by'])) {
|
||||
// Set 'updated_by' value to the current session user ID
|
||||
$data['data']['updated_by'] = get_session_userid();
|
||||
}
|
||||
|
||||
return $data;
|
||||
}
|
||||
|
||||
public function getLeadDataForLising(){
|
||||
|
||||
return $this->select('
|
||||
leads.*,
|
||||
kyc_entity_type.name as entity_type,
|
||||
policy_type.policy_type,
|
||||
user_profiles.first_name as salse_person_name
|
||||
')
|
||||
->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
|
||||
->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
|
||||
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
|
||||
->where('leads.is_active', 1)
|
||||
->where('leads.is_active', 1)
|
||||
->where('leads.is_active', 1)
|
||||
->orderBy('id', 'desc')
|
||||
->findAll();
|
||||
|
||||
}
|
||||
|
||||
|
||||
}
|
||||
@ -565,7 +565,8 @@ class PolicyTransactionModel extends Model
|
||||
'policy_transaction.action_type as action_type_full',
|
||||
'pt_co_share_details.bp_amt',
|
||||
'pt_co_share_details.tp_amt',
|
||||
'pt_co_share_details.tep_amt'
|
||||
'pt_co_share_details.tep_amt',
|
||||
'policy_transaction.status'
|
||||
])
|
||||
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
||||
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
||||
@ -573,7 +574,7 @@ class PolicyTransactionModel extends Model
|
||||
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
||||
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->where('policy_transaction.is_active', 1)
|
||||
->where('policy_transaction.status', 'completed')
|
||||
// ->where('policy_transaction.status', 'completed')
|
||||
->where('pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0');
|
||||
|
||||
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
||||
@ -633,7 +634,8 @@ class PolicyTransactionModel extends Model
|
||||
END AS action_type,
|
||||
policy_transaction.action_type AS action_type_full,
|
||||
pt_co_share_details.exp_amt,
|
||||
pt_co_share_details.variance
|
||||
pt_co_share_details.variance,
|
||||
policy_transaction.status
|
||||
")
|
||||
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
||||
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
||||
@ -641,7 +643,7 @@ class PolicyTransactionModel extends Model
|
||||
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
||||
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->where('policy_transaction.is_active', 1)
|
||||
->where('policy_transaction.status', 'completed')
|
||||
// ->where('policy_transaction.status', 'completed')
|
||||
->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
|
||||
->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
|
||||
->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');
|
||||
@ -687,4 +689,103 @@ class PolicyTransactionModel extends Model
|
||||
|
||||
return $builder->get()->getResultArray();
|
||||
}
|
||||
|
||||
public function getOutstandingReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
||||
{
|
||||
$builder = $this->db->table('policy_transaction')
|
||||
->select("
|
||||
policy_transaction.id,
|
||||
clients.client_name,
|
||||
insurers.name AS insurer_name,
|
||||
policy_type.policy_type,
|
||||
policy_transaction.policy_no,
|
||||
policy_transaction.endorsement_no,
|
||||
CASE
|
||||
WHEN policy_transaction.action_type = 'inception' THEN 'I'
|
||||
ELSE 'E'
|
||||
END AS action_type,
|
||||
pt_co_share_details.exp_amt,
|
||||
pt_co_share_details.variance,
|
||||
insurer_statements.invoice_amount,
|
||||
insurer_statements.invoice_status,
|
||||
|
||||
ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
|
||||
|
||||
(
|
||||
SELECT
|
||||
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
|
||||
FROM
|
||||
inv_payment_details
|
||||
WHERE
|
||||
inv_payment_details.statement_id = insurer_statements.id
|
||||
AND inv_payment_details.is_active = 1
|
||||
|
||||
) AS realization_amount,
|
||||
|
||||
ROUND(
|
||||
insurer_statements.invoice_amount -
|
||||
(
|
||||
SELECT
|
||||
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
|
||||
FROM
|
||||
inv_payment_details
|
||||
WHERE
|
||||
inv_payment_details.statement_id = insurer_statements.id
|
||||
AND inv_payment_details.is_active = 1
|
||||
),
|
||||
2) AS outstanding_amount
|
||||
")
|
||||
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
||||
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
||||
->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
|
||||
->join('clients', 'clients.id = policy_transaction.client_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('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
||||
->where('policy_transaction.is_active', 1);
|
||||
|
||||
// Date range filtering
|
||||
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
||||
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
||||
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
||||
|
||||
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
||||
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
||||
} else {
|
||||
$fromDate = date('Y-m-d', strtotime('-30 days'));
|
||||
$toDate = date('Y-m-d 23:59:59');
|
||||
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
->where('policy_transaction.created_at <=', $toDate);
|
||||
}
|
||||
|
||||
// Additional filters
|
||||
if ($client_id != 0) {
|
||||
$builder->where('policy_transaction.client_id', $client_id);
|
||||
}
|
||||
|
||||
if ($insurer_id != 0) {
|
||||
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
||||
}
|
||||
|
||||
if ($policy_type_id != 0) {
|
||||
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
||||
}
|
||||
|
||||
if ($issuer != 0) {
|
||||
$builder->where('policy_transaction.issuer', $issuer);
|
||||
}
|
||||
|
||||
if ($status != 0) {
|
||||
$builder->where('policy_transaction.status', $status);
|
||||
}
|
||||
|
||||
// Filter where outstanding_amount is not null
|
||||
$builder->having('outstanding_amount IS NOT NULL');
|
||||
|
||||
$builder->orderBy('policy_transaction.id', 'desc');
|
||||
|
||||
return $builder->get()->getResultArray();
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
@ -201,7 +201,7 @@ body {
|
||||
<span class="d-none d-sm-inline-block">Enrolment</span>
|
||||
</a>
|
||||
</li>
|
||||
<!--
|
||||
|
||||
<?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
|
||||
|
||||
<li class="nav-item">
|
||||
@ -211,12 +211,12 @@ body {
|
||||
</a>
|
||||
</li>
|
||||
|
||||
<?php } ?> -->
|
||||
<?php } ?>
|
||||
|
||||
</ul>
|
||||
<div class="tab-content">
|
||||
<?php include('endorsement_dash.php'); ?>
|
||||
<!-- <?php include('bds_dash.php'); ?> -->
|
||||
<?php include('bds_dash.php'); ?>
|
||||
<?php include('enrollment_dash.php'); ?>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
@ -123,29 +123,20 @@ body{
|
||||
margin-top: 0;
|
||||
margin-bottom: 5px;
|
||||
}
|
||||
|
||||
.modal-right{
|
||||
width: 100% !important;
|
||||
justify-content: normal !important;
|
||||
}
|
||||
|
||||
.modal-body {
|
||||
max-height: 100vh;
|
||||
overflow-y: auto;
|
||||
padding-left: 25px !important;
|
||||
padding-right: 25px !important;
|
||||
padding-top: 10px !important;
|
||||
padding-bottom: 35% !important;
|
||||
}
|
||||
|
||||
</style>
|
||||
|
||||
<div class="tab-pane fade" id="bds-dash-tab" style="padding-right: 35px;">
|
||||
<div class="row">
|
||||
<?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<div class="col-md-4 col-xl-3">
|
||||
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous order-card" onclick="linkRedirectForBDS(this, 'B')">
|
||||
<div class="StatusTileHide" style="display: none; position: relative; bottom: 15px;">
|
||||
<a href="#" onclick="hide_status_show_pending_tile()" >show all pending Tile</a>
|
||||
</div>
|
||||
|
||||
<div class="row">
|
||||
|
||||
<?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<div class="col-md-4 col-xl-3 businessPendingTile">
|
||||
<div class="card bg-c-Pelorous order-card" onclick="show_business_status_tile(this)">
|
||||
<div class="card-block">
|
||||
<h6 class="m-b-20 font-15">Business Team Pending</h6>
|
||||
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $businessTeamCount ?></span></h2>
|
||||
@ -155,12 +146,37 @@ body{
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php
|
||||
// Array of colors with different shades (each array represents a color set)
|
||||
$colorSetCount = count($colorShades); // Number of color sets
|
||||
$shadeCount = count($colorShades[0]); // Number of shades per set
|
||||
$index = 0;
|
||||
|
||||
foreach ($businessTeamStatusData as $status => $value) {
|
||||
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
|
||||
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
|
||||
|
||||
// Get the background color for the current tile
|
||||
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
|
||||
?>
|
||||
<div class="col-md-2 col-xl-1 businessStatusTile" style="display: none;">
|
||||
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForBDS(this, 'B')">
|
||||
<h2 class="text-center"><span><?= count($value) ?></span></h2>
|
||||
<h6 class="m-b-20 font-15 text-center"><?= $policyStatus[$status] ?></h6>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php
|
||||
$index++; // Increment index for the next tile
|
||||
}
|
||||
?>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
|
||||
<?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
|
||||
|
||||
<div class="col-md-4 col-xl-3">
|
||||
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous2 order-card" onclick="linkRedirectForBDS(this, 'F')">
|
||||
<div class="col-md-4 col-xl-3 financePendingTile">
|
||||
<div class="card bg-c-Pelorous2 order-card" onclick="show_finance_status_tile(this, 'F')">
|
||||
<div class="card-block">
|
||||
<h6 class="m-b-20 font-15">Finance Team Pending</h6>
|
||||
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $financeTeamCount ?></span></h2>
|
||||
@ -170,8 +186,35 @@ body{
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php
|
||||
// Array of colors with different shades (each array represents a color set)
|
||||
$colorSetCount = count($colorShades); // Number of color sets
|
||||
$shadeCount = count($colorShades[0]); // Number of shades per set
|
||||
$index = 0;
|
||||
|
||||
foreach ($financeTeamStatusData as $status => $value) {
|
||||
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
|
||||
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
|
||||
|
||||
// Get the background color for the current tile
|
||||
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
|
||||
?>
|
||||
<div class="col-md-2 col-xl-1 financeStatusTile" style="display: none;">
|
||||
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForBDS(this, 'F')">
|
||||
<h2 class="text-center"><span><?= count($value) ?></span></h2>
|
||||
<h6 class="m-b-20 font-15 text-center"><?= $policyStatus[$status] ?></h6>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<?php
|
||||
$index++; // Increment index for the next tile
|
||||
}
|
||||
?>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<script>
|
||||
@ -192,4 +235,33 @@ function linkRedirectForBDS(input, team)
|
||||
}
|
||||
}
|
||||
|
||||
function show_business_status_tile(){
|
||||
|
||||
$('.businessStatusTile').show()
|
||||
$('.StatusTileHide').show()
|
||||
|
||||
$('.businessPendingTile').hide()
|
||||
$('.financePendingTile').hide()
|
||||
|
||||
}
|
||||
|
||||
function show_finance_status_tile(){
|
||||
|
||||
$('.financeStatusTile').show()
|
||||
$('.StatusTileHide').show()
|
||||
|
||||
$('.financePendingTile').hide()
|
||||
$('.businessPendingTile').hide()
|
||||
|
||||
}
|
||||
|
||||
function hide_status_show_pending_tile(){
|
||||
|
||||
$('.StatusTileHide').hide()
|
||||
$('.financeStatusTile').hide()
|
||||
$('.businessStatusTile').hide()
|
||||
$('.financePendingTile').show()
|
||||
$('.businessPendingTile').show()
|
||||
}
|
||||
|
||||
</script>
|
||||
@ -103,7 +103,7 @@ option:disabled {
|
||||
<div class="form-group col-md-4" style="margin-top: 18px;">
|
||||
<a class="btn btn-primary waves-effect waves-light justify-content-end"
|
||||
id="fetch_enrolled_data" data-toggle="modal"
|
||||
data-target="#full-width-modal" title="Download Sample Excel">Featch
|
||||
data-target="#full-width-modal" title="Download Sample Excel">Fetch
|
||||
Enrolled Data</a>
|
||||
</div>
|
||||
|
||||
|
||||
@ -714,12 +714,12 @@
|
||||
}
|
||||
|
||||
$.ajax({
|
||||
url: '<?= base_url("util/send_manual_remainder/") ?>' + client_id + '/' + client_branch_id,
|
||||
url: '<?= base_url("util/send_manual_reminder/") ?>' + client_id + '/' + client_branch_id,
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('send_manual_remainder', res)
|
||||
console.log('send_manual_reminder', res)
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
|
||||
@ -655,7 +655,15 @@
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<!-- <?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
|
||||
<!-- leads -->
|
||||
<!-- <li>
|
||||
<a href="<?= base_url('/leads/list') ?>">
|
||||
<i class="mdi mdi-chart-bar"></i>
|
||||
<span> Leads </span>
|
||||
</a>
|
||||
</li> -->
|
||||
|
||||
<?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>
|
||||
<a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
|
||||
@ -672,7 +680,7 @@
|
||||
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
|
||||
</li>
|
||||
|
||||
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
|
||||
<?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>
|
||||
@ -684,13 +692,16 @@
|
||||
<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('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
|
||||
</li>
|
||||
|
||||
<?php } ?>
|
||||
|
||||
<?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
|
||||
<?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>
|
||||
@ -710,7 +721,7 @@
|
||||
</div>
|
||||
</li>
|
||||
|
||||
<?php } ?> -->
|
||||
<?php } ?>
|
||||
|
||||
</ul>
|
||||
</div>
|
||||
|
||||
869
app/Views/leads_form.php
Normal file
869
app/Views/leads_form.php
Normal file
@ -0,0 +1,869 @@
|
||||
<style>
|
||||
.readonly-color {
|
||||
background-color: #e0e0e0;
|
||||
/* Darker background */
|
||||
color: #666;
|
||||
/* Darker text color */
|
||||
}
|
||||
|
||||
.readonly-select {
|
||||
pointer-events: none;
|
||||
background-color: #f0f0f0;
|
||||
color: #666;
|
||||
}
|
||||
</style>
|
||||
|
||||
<style>
|
||||
.select2-hidden-accessible+.select2-container .select2-dropdown {
|
||||
display: none !important;
|
||||
}
|
||||
|
||||
.select2-container .select2-selection--multiple .select2-selection__choice {
|
||||
color: #000000;
|
||||
}
|
||||
|
||||
.select2-selection__choice {
|
||||
background-color: #0a8794 !important;
|
||||
color: white !important;
|
||||
font-weight: bold;
|
||||
}
|
||||
|
||||
.select2-selection__choice__remove {
|
||||
color: white !important;
|
||||
margin-right: 5px;
|
||||
}
|
||||
</style>
|
||||
|
||||
<div class="row" id="leads_form" style="display:none;">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<div class="row" style="margin-bottom:1rem;">
|
||||
|
||||
<div class="col-6" style="align-self: center;">
|
||||
<h4 id="page_title" style="position: relative;">Add Lead</h4>
|
||||
</div>
|
||||
<div class="col-3" style="text-align: right; position: relative; left: 211px;">
|
||||
<!-- <button class="btn btn-primary waves-effect waves-light" onclick="fileupload(this)">file upload</button> -->
|
||||
</div>
|
||||
<div class="col-1" style="text-align: right; position: relative; left: 193px;">
|
||||
<a href="<?= base_url('leads/list') ?>" type="button" id="btnAdd"
|
||||
class="btn btn-primary waves-effect waves-light">Back</a>
|
||||
</div>
|
||||
</div>
|
||||
<form role="form" class="parsley-examples" method="post" id="leads_form_id"
|
||||
enctype="multipart/form-data">
|
||||
|
||||
<input type="hidden" name="id" id="leads_primarykey">
|
||||
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="lead_type">Lead Type<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="lead_type" name="lead_type" required>
|
||||
<option value="">Select Lead Type</option>
|
||||
<?php
|
||||
if (isset($lead_type) && count($lead_type)) {
|
||||
foreach ($lead_type as $key => $value) {
|
||||
if($key == 1){
|
||||
echo "<option value=" . $key . " selected>" . $value . "</option>";
|
||||
}else{
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="issuer">Issuer<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="issuer" name="issuer" required>
|
||||
<option value="">Select Issuer</option>
|
||||
<?php
|
||||
if (isset($issuer) && count($issuer)) {
|
||||
foreach ($issuer as $key => $value) {
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<hr>
|
||||
|
||||
<!-- client row -->
|
||||
<div class="form-row" id="freshDiv">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_type">Client Type<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="client_type" name="client_type" required>
|
||||
<option value="">Select Client type</option>
|
||||
<?php
|
||||
if (isset($client_type) && count($client_type)) {
|
||||
foreach ($client_type as $key => $value) {
|
||||
echo "<option value='" . $key . "' >" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="entity_type_id">Entity Type<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="entity_type_id" name="entity_type_id" required>
|
||||
<option value="" selected>Select Entity</option>
|
||||
<?php
|
||||
if (isset($entity) && count($entity)) {
|
||||
foreach ($entity as $key => $value) {
|
||||
echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_name">Client Name<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="client_name" name="client_name"
|
||||
placeholder="Enter Client Name" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_short_name">Client Short Name<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="client_short_name" name="client_short_name"
|
||||
placeholder="Enter Client Short Name" required>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-row" id="renewalDiv" style="display: none;">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_id">Client<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="client_id" name="client_id">
|
||||
<option value="">Select Client</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch_id">Branch<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="client_branch_id" name="client_branch_id"
|
||||
onchange="getBranchData(this)">
|
||||
<option value="">Select Branch</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="source_policy_id"> Source Policy <span id="base_danger"
|
||||
class="text-danger">*</span></label>
|
||||
<select class="form-control" id="source_policy_id" name="source_policy_id">
|
||||
<option value="" selected>Select Source Policy</option>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
<div class="form-group col-md-3">
|
||||
<label for="pan">PAN<span class="text-danger"></span></label>
|
||||
<input type="text" class="form-control" id="pan" placeholder="Enter PAN Number" data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan" data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
|
||||
</div>
|
||||
</div>
|
||||
<!-- end client row -->
|
||||
|
||||
<hr>
|
||||
|
||||
<!-- branch row-->
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="gst">GST<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="gst" placeholder="Enter GST Number"
|
||||
data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst"
|
||||
data-parsley-trigger="change"
|
||||
data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Branch Name<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="branch_name" name="branch_name"
|
||||
placeholder="Enter Branch Name" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-2">
|
||||
<label for="client_branch">Branch Code<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="branch_code" name="branch_code"
|
||||
placeholder="Enter Branch Code" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-2">
|
||||
<label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
|
||||
placeholder="Enter Contact Name" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-2">
|
||||
<label for="client_branch">Contact Person Mobile<span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="contact_person_mobile" name="contact_person_mobile"
|
||||
placeholder="Enter Contact Mobile" required>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<!-- policy row -->
|
||||
<div id="dynamic-form-container"></div>
|
||||
|
||||
<hr>
|
||||
|
||||
<!-- other row -->
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="salse_person_id">Sales Person<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="salse_person_id" name="salse_person_id" multiple required>
|
||||
<option value="">Select Sales Person</option>
|
||||
<?php if (isset($salse_team)) { ?>
|
||||
<?php foreach ($salse_team as $value) { ?>
|
||||
<option value="<?= $value['id'];?>">
|
||||
<?= $value['first_name'];?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="status"> Status <span id="base_danger" class="text-danger">*</span></label>
|
||||
<select class="form-control" id="lead_status" name="status" required>
|
||||
<option value="" selected>Select Status</option>
|
||||
<?php
|
||||
if (isset($lead_status) && count($lead_status)) {
|
||||
foreach ($lead_status as $key => $value) {
|
||||
if($key == 'queued'){
|
||||
echo "<option value=" . $key . " selected>" . $value . "</option>";
|
||||
}else{
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
<div class="form-group col-md-12">
|
||||
<label for="notes">Note</label>
|
||||
<textarea class="form-control" id="notes" name="notes" rows="4"></textarea>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="form-group text-right m-b-0" id="submitButton">
|
||||
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
|
||||
id="btnSubmit">Submit</button>
|
||||
</div>
|
||||
|
||||
</form>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div><!-- end form row -->
|
||||
|
||||
|
||||
<script>
|
||||
|
||||
//SELECT2 document ready function
|
||||
$(document).ready(function() {
|
||||
addHTMLInput()
|
||||
setTimeout(function() {
|
||||
$("textarea.select2-search__field").attr('rows', '1');
|
||||
$("textarea.select2-search__field").css('resize', 'none');
|
||||
}, 1000)
|
||||
|
||||
$('#insurer').select2();
|
||||
$('#tpa').select2();
|
||||
$('#proposed_insurer').select2();
|
||||
$('#proposed_tpa').select2();
|
||||
|
||||
})
|
||||
|
||||
//DATE document ready function
|
||||
// $(document).ready(function(){
|
||||
|
||||
// var today = new Date();
|
||||
|
||||
// var policy_start_date = flatpickr(".policy_start_date", {
|
||||
// dateFormat: "d/m/Y",
|
||||
// // defaultDate: today,
|
||||
// allowInput: false,
|
||||
// onChange: function(selectedDates, dateStr, instance) {
|
||||
// var policy_end_date = new Date(selectedDates[0]);
|
||||
// policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
|
||||
// policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
|
||||
// policy_end_datePicker.setDate(policy_end_date);
|
||||
// }
|
||||
// });
|
||||
|
||||
// // Calculate the end date (today + 1 year)
|
||||
// // var closeDate = new Date(today);
|
||||
// // closeDate.setFullYear(closeDate.getFullYear() + 1);
|
||||
// // closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
|
||||
|
||||
// var policy_end_datePicker = flatpickr(".policy_end_date", {
|
||||
// dateFormat: "d/m/Y",
|
||||
// // defaultDate: closeDate,
|
||||
// allowInput: false
|
||||
// });
|
||||
// })
|
||||
|
||||
//---------------------------------------------------------------------------------------------------------
|
||||
|
||||
//view and edit Lead data function
|
||||
function getLeadsDataForEdit(input) {
|
||||
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
|
||||
$('#leads_form_id')[0].reset();
|
||||
|
||||
var id = input;
|
||||
console.log('Selected Leads:', id);
|
||||
|
||||
$.ajax({
|
||||
url: '<?= base_url("leads/list/") ?>' + id,
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
$('.btnDiv').hide();
|
||||
console.log('getLeadsDataForEdit', res);
|
||||
|
||||
if (res.status == true) {
|
||||
|
||||
hide_list_show_add();
|
||||
|
||||
var page_title = 'Edit Lead';
|
||||
|
||||
$('#page_title').text(page_title);
|
||||
$('#leads_primarykey').val(res.data.id);
|
||||
|
||||
$('#lead_type').val(res.data.lead_type);
|
||||
$('#issuer').val(res.data.issuer);
|
||||
$('#client_type').val(res.data.client_type);
|
||||
$('#client_name').val(res.data.client_name);
|
||||
$('#client_short_name').val(res.data.client_short_name);
|
||||
$('#entity_type_id').val(res.data.entity_type_id);
|
||||
$('#lead_status').val(res.data.status);
|
||||
$('#notes').val(res.data.notes);
|
||||
|
||||
|
||||
setTimeout(function() {
|
||||
$('#client_id').val(res.data.client_id).change();
|
||||
setTimeout(function() {
|
||||
$('#client_branch_id').val(res.data.client_branch_id).change();
|
||||
setTimeout(function() {
|
||||
$('#source_policy_id').val(res.data.source_policy_id)
|
||||
.change();
|
||||
$('#pan').val(res.data.pan);
|
||||
$('#gst').val(res.data.gst);
|
||||
$('#branch_name').val(res.data.branch_name);
|
||||
$('#branch_code').val(res.data.branch_code);
|
||||
$('#contact_person_name').val(res.data
|
||||
.contact_person_name);
|
||||
$('#contact_person_mobile').val(res.data
|
||||
.contact_person_mobile);
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
}, 1000)
|
||||
}, 1000);
|
||||
}, 1000);
|
||||
|
||||
var insurer = res.data.insurer_branch_id + '-' + res.data.insurer_id;
|
||||
var tpa = res.data.tpa_branch_id + '-' + res.data.tpa_id;
|
||||
|
||||
var proposed_insurer = res.data.proposed_insurer_branch_id + '-' + res.data.proposed_insurer_id;
|
||||
var proposed_tpa = res.data.proposed_tpa_branch_id + '-' + res.data.proposed_tpa_id;
|
||||
|
||||
$('#policy_type_id_1').val(res.data.policy_type_id).change();
|
||||
$('#insurer_1').val(insurer).select2();
|
||||
$('#tpa_1').val(tpa).select2();
|
||||
$('#proposed_insurer_1').val(proposed_insurer).select2();
|
||||
$('#proposed_tpa_1').val(proposed_tpa).select2();
|
||||
$('#policy_start_date_1').val(res.data.policy_start_date);
|
||||
$('#policy_end_date_1').val(res.data.policy_end_date);
|
||||
$('#no_of_lives').val(res.data.no_of_lives);
|
||||
$('#claims').val(res.data.claims);
|
||||
$('#location').val(res.data.location);
|
||||
|
||||
|
||||
if (res.data.salse_person_id) {
|
||||
selecSalsePerson(res.data.salse_person_id);
|
||||
}
|
||||
|
||||
if (res.data.lead_type == 2) {
|
||||
$('#renewalDiv').find('select, input').attr('required', 'required');
|
||||
$('#freshDiv').find('select, input').removeAttr('required');
|
||||
$('#renewalDiv').show();
|
||||
$('#freshDiv').hide();
|
||||
$('.proposed_div').show().find('select, input').attr('required', 'required');
|
||||
} else {
|
||||
$('#renewalDiv').find('select, input').removeAttr('required');
|
||||
$('#freshDiv').find('select, input').attr('required', 'required');
|
||||
$('#renewalDiv').hide();
|
||||
$('#freshDiv').show();
|
||||
$('.proposed_div').hide().find('select, input').removeAttr('required');
|
||||
}
|
||||
|
||||
|
||||
} else {
|
||||
console.log('No data found');
|
||||
}
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
//client branch data
|
||||
function getBranchData(input) {
|
||||
|
||||
var client_branch_id = $(input).val();
|
||||
|
||||
if (client_branch_id) {
|
||||
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
|
||||
$.ajax({
|
||||
url: '<?php echo base_url('util/get_client_branch_data/');?>' + client_branch_id,
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('getBranchData response', res);
|
||||
|
||||
if (res.status == true) {
|
||||
|
||||
$('#gst').val(res.data.gst);
|
||||
$('#pan').val(res.data.pan);
|
||||
$('#branch_name').val(res.data.branch_name);
|
||||
$('#branch_code').val(res.data.branch_code);
|
||||
$('#contact_person_name').val(res.contact.name);
|
||||
$('#contact_person_mobile').val(res.contact.mobile);
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
|
||||
} else {
|
||||
|
||||
$('#gst').val('');
|
||||
$('#pan').val('');
|
||||
$('#branch_name').val('');
|
||||
$('#branch_code').val('');
|
||||
$('#contact_person_name').val('');
|
||||
$('#contact_person_mobile').val('');
|
||||
|
||||
console.log(res.message, 'warning');
|
||||
}
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
//Client Policy Data
|
||||
function getPolicyData(input) {
|
||||
var client_policy_id = $(input).val();
|
||||
if (client_policy_id) {
|
||||
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
|
||||
$.ajax({
|
||||
url: '<?php echo base_url('client/policy/list/');?>' + client_policy_id,
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('getPolicyData response', res);
|
||||
|
||||
if (res.status == true) {
|
||||
|
||||
$('#gst').val(res.data.gst);
|
||||
$('#pan').val(res.data.pan);
|
||||
$('#branch_name').val(res.data.branch_name);
|
||||
$('#branch_code').val(res.data.branch_code);
|
||||
$('#contact_person_name').val(res.contact.name);
|
||||
$('#contact_person_mobile').val(res.contact.mobile);
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
|
||||
} else {
|
||||
|
||||
$('#gst').val('');
|
||||
$('#pan').val('');
|
||||
$('#branch_name').val('');
|
||||
$('#branch_code').val('');
|
||||
$('#contact_person_name').val('');
|
||||
$('#contact_person_mobile').val('');
|
||||
|
||||
console.log(res.message, 'warning');
|
||||
}
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
}
|
||||
});
|
||||
}
|
||||
}
|
||||
|
||||
function selecSalsePerson(salse_person_ids) {
|
||||
|
||||
salse_person_ids = JSON.parse(salse_person_ids);
|
||||
// Loop through each insurer-branch combination
|
||||
$.each(salse_person_ids, function(index, value) {
|
||||
// Use value in the format 'branch_id-insurer_id'
|
||||
$('#salse_person_id option').each(function() {
|
||||
if ($(this).val() === value) {
|
||||
$(this).prop('selected', true); // Select the matching option
|
||||
}
|
||||
});
|
||||
});
|
||||
// Trigger change for plugins (like Select2)
|
||||
$('#salse_person_id').trigger('change');
|
||||
}
|
||||
|
||||
//---------------------------------------------------------------------------------------------------------
|
||||
|
||||
var increment = 1;
|
||||
|
||||
function addHTMLInput() {
|
||||
|
||||
const container = document.getElementById('dynamic-form-container');
|
||||
const newRow = document.createElement('div');
|
||||
newRow.className = 'form-row dynamic-form-row';
|
||||
|
||||
// Add an <hr> element
|
||||
const hrElement = document.createElement('hr');
|
||||
container.appendChild(hrElement);
|
||||
|
||||
// Set inner HTML with necessary input fields
|
||||
newRow.innerHTML += `
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="policy_type_id">Policy Type <span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="policy_type_id_${increment}" name="policy_type_id[]" required>
|
||||
<option value="">Select Policy Type</option>
|
||||
<?php
|
||||
if (isset($policy_type) && count($policy_type)) {
|
||||
foreach ($policy_type as $value) {
|
||||
echo "<option value='" . $value['id'] . "'>" .
|
||||
$value['policy_type'] .
|
||||
"</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="insurer">Insurer <span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="insurer_${increment}" name="insurer[]" required>
|
||||
<option value="">Select Insurer</option>
|
||||
<?php if (isset($insurer)) { ?>
|
||||
<?php foreach ($insurer as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
|
||||
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="tpa">TPA <span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="tpa_${increment}" name="tpa[]" required>
|
||||
<option value="">Select TPA</option>
|
||||
<?php if (isset($tpa)) { ?>
|
||||
<?php foreach ($tpa as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
|
||||
<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="no_of_lives">No of Lives <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="no_of_lives" name="no_of_lives[]" placeholder="Enter Lives" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="policy_start_date_${increment}">Date of Commencement <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="policy_end_date_${increment}">Date of Expiry <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="claims">Claims <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="claims" name="claims[]" placeholder="Enter Claims" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="location">Location <span class="text-danger">*</span></label>
|
||||
<input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" required>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 proposed_div" style="display: none;">
|
||||
<label for="proposed_insurer">Proposed Insurer <span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="proposed_insurer_${increment}" name="proposed_insurer[]" required>
|
||||
<option value="">Select Insurer</option>
|
||||
<?php if (isset($insurer)) { ?>
|
||||
<?php foreach ($insurer as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
|
||||
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3 proposed_div" style="display: none;">
|
||||
<label for="proposed_tpa">Proposed TPA <span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="proposed_tpa_${increment}" name="proposed_tpa[]" required>
|
||||
<option value="">Select TPA</option>
|
||||
<?php if (isset($tpa)) { ?>
|
||||
<?php foreach ($tpa as $value) { ?>
|
||||
<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
|
||||
<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
|
||||
</option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
|
||||
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
|
||||
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput()">+</a>
|
||||
</div>
|
||||
`;
|
||||
|
||||
container.appendChild(newRow);
|
||||
|
||||
|
||||
var lead_type = $('#lead_type').val();
|
||||
|
||||
if (lead_type == 2) {
|
||||
$('.proposed_div').show().find('select, input').attr('required', 'required');
|
||||
} else {
|
||||
$('.proposed_div').hide().find('select, input').removeAttr('required');
|
||||
}
|
||||
|
||||
// Scroll the newly added select into view and focus on it
|
||||
const newPolicyTypeSelect = document.getElementById(`policy_type_id_${increment}`);
|
||||
newPolicyTypeSelect.scrollIntoView({ behavior: 'smooth', block: 'end' });
|
||||
newPolicyTypeSelect.focus();
|
||||
|
||||
$('#insurer_'+ increment).select2();
|
||||
$('#tpa_'+ increment).select2();
|
||||
$('#proposed_insurer_'+ increment).select2();
|
||||
$('#proposed_tpa_'+ increment).select2();
|
||||
$('#policy_type_id_'+ increment).select2();
|
||||
|
||||
// Initialize date pickers
|
||||
var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
|
||||
dateFormat: "d/m/Y",
|
||||
allowInput: false,
|
||||
onChange: function(selectedDates) {
|
||||
var policy_end_date = new Date(selectedDates[0]);
|
||||
policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
|
||||
policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
|
||||
policy_end_datePicker.setDate(policy_end_date);
|
||||
}
|
||||
});
|
||||
|
||||
var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
|
||||
dateFormat: "d/m/Y",
|
||||
allowInput: false
|
||||
});
|
||||
|
||||
increment++; // Increment after adding the input
|
||||
}
|
||||
|
||||
|
||||
function removeHTMLInput(element)
|
||||
{
|
||||
const container = document.getElementById('dynamic-form-container');
|
||||
const rows = container.querySelectorAll('.dynamic-form-row');
|
||||
|
||||
if (rows.length > 1) {
|
||||
const row = element.closest('.dynamic-form-row');
|
||||
|
||||
const hrElement = row.previousElementSibling; // Get the <hr> before the row
|
||||
console.log(hrElement);
|
||||
console.log(hrElement.tagName);
|
||||
if (hrElement && hrElement.tagName === 'HR') { // Check if it's an <hr> element
|
||||
hrElement.remove(); // Remove the <hr>
|
||||
}
|
||||
|
||||
row.remove();
|
||||
}
|
||||
}
|
||||
|
||||
//---------------------------------------------------------------------------------------------------------
|
||||
|
||||
$("#leads_form_id").submit(function(event) {
|
||||
|
||||
event.preventDefault();
|
||||
|
||||
var isValid = $('#leads_form_id').parsley().validate();
|
||||
|
||||
if (!isValid) {
|
||||
$('#leads_form_id').find('input, select, textarea').each(function() {
|
||||
if ($(this).parsley().isValid() === false && !$(this).val()) {
|
||||
console.log('Empty field ID:', this.id);
|
||||
}
|
||||
});
|
||||
console.log('Form is Empty', 'Warning');
|
||||
return;
|
||||
}
|
||||
|
||||
var salse_person_id = $("#salse_person_id").val();
|
||||
console.log('salse_person_id : ', salse_person_id);
|
||||
|
||||
|
||||
form_action = '<?= base_url('leads/create') ?>';
|
||||
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
|
||||
var formData = new FormData($('#leads_form_id')[0]);
|
||||
console.log(formData);
|
||||
|
||||
const jsonString = JSON.stringify(salse_person_id);
|
||||
console.log('jsonString', jsonString);
|
||||
|
||||
// Append the JSON string to the FormData object
|
||||
formData.append('salse_person_id', jsonString);
|
||||
|
||||
$.ajax({
|
||||
data: formData,
|
||||
url: form_action,
|
||||
type: "POST",
|
||||
dataType: 'json',
|
||||
processData: false,
|
||||
contentType: false,
|
||||
success: function(res) {
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
|
||||
console.log('inception_form_response', res)
|
||||
|
||||
if (res.status == true) {
|
||||
|
||||
toastr.success(res.message, 'Success');
|
||||
|
||||
window.location.href = '<?= base_url('leads/list') ?>';
|
||||
|
||||
} else {
|
||||
toastr.error(res.message, 'Error');
|
||||
}
|
||||
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
}
|
||||
});
|
||||
});
|
||||
|
||||
//-----------------------------------------------------------------------------------------------------------
|
||||
|
||||
$('#lead_type').change(function() {
|
||||
|
||||
let value = $(this).val()
|
||||
|
||||
if (value == 2) {
|
||||
|
||||
$('#renewalDiv').find('select, input').attr('required', 'required');
|
||||
$('#freshDiv').find('select, input').removeAttr('required');
|
||||
$('#renewalDiv').show();
|
||||
$('.proposed_div').show().find('select, input').attr('required', 'required');
|
||||
$('#freshDiv').hide();
|
||||
|
||||
$('#gst').val('');
|
||||
$('#pan').val('');
|
||||
$('#branch_name').val('');
|
||||
$('#branch_code').val('');
|
||||
$('#contact_person_name').val('');
|
||||
$('#contact_person_mobile').val('');
|
||||
|
||||
} else {
|
||||
|
||||
$('#renewalDiv').find('select, input').removeAttr('required');
|
||||
$('#freshDiv').find('select, input').attr('required', 'required');
|
||||
$('#renewalDiv').hide();
|
||||
$('.proposed_div').hide().find('select, input').removeAttr('required');
|
||||
$('#freshDiv').show();
|
||||
|
||||
$('#gst').val('');
|
||||
$('#pan').val('');
|
||||
$('#branch_name').val('');
|
||||
$('#branch_code').val('');
|
||||
$('#contact_person_name').val('');
|
||||
$('#contact_person_mobile').val('');
|
||||
|
||||
$('#client_type').val('');
|
||||
$('#client_name').val('');
|
||||
$('#client_short_name').val('');
|
||||
$('#entity_type_id').val('');
|
||||
}
|
||||
|
||||
})
|
||||
|
||||
//-----------------------------------------------------------------------------------------------------------
|
||||
|
||||
function getURLParamsForReport() {
|
||||
const params = new URLSearchParams(window.location.search);
|
||||
const pt_id = params.get('pt_id') ?? 0;
|
||||
|
||||
if (pt_id != 0) {
|
||||
hide_list_show_add();
|
||||
setTimeout(() =>
|
||||
getPolicyTransactionDataForEdit(pt_id),
|
||||
1500); // Reduced timeout
|
||||
} else {
|
||||
show_list_hide_add();
|
||||
}
|
||||
|
||||
console.log('pt_id', pt_id); // Retain the log if necessary
|
||||
}
|
||||
</script>
|
||||
333
app/Views/leads_list.php
Normal file
333
app/Views/leads_list.php
Normal file
@ -0,0 +1,333 @@
|
||||
<style>
|
||||
.table th,
|
||||
.table td {
|
||||
padding: 8px;
|
||||
}
|
||||
|
||||
table.dataTable tbody td {
|
||||
padding: 4px 4px !important;
|
||||
}
|
||||
|
||||
.col-12 {
|
||||
max-width: 98% !important;
|
||||
}
|
||||
|
||||
.dataTables_filter {
|
||||
position: absolute;
|
||||
}
|
||||
|
||||
.highlight {
|
||||
border: 2px solid red;
|
||||
background-color: #ffe6e6;
|
||||
}
|
||||
|
||||
.column-header {
|
||||
margin-right: 10px;
|
||||
}
|
||||
|
||||
.form-section {
|
||||
border: 1px solid #ccc;
|
||||
padding: 15px;
|
||||
margin-bottom: 20px;
|
||||
}
|
||||
|
||||
.row-box {
|
||||
border: 1px solid #ccc;
|
||||
padding: 10px;
|
||||
margin-bottom: 10px;
|
||||
}
|
||||
</style>
|
||||
|
||||
|
||||
<div class="row" id="leads_list">
|
||||
<div class="col-12">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<div class="row" style="margin-bottom:1rem;">
|
||||
<div class="col-6" style="align-self: center;">
|
||||
<h4 style="position: relative;">Leads List</h4>
|
||||
</div>
|
||||
|
||||
<div class="col-3" id="status_change" style="text-align: right; position: relative;top: 56px; left: 291px;">
|
||||
<button type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light" onclick="hide_list_show_add();">Add</button>
|
||||
</div>
|
||||
</div>
|
||||
<div>
|
||||
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
|
||||
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
<th><div class="column-header">S.No.</div></th>
|
||||
<th><div class="column-header">Lead Type</div></th>
|
||||
<th><div class="column-header">Issuer</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">Entity Type</div></th>
|
||||
<th><div class="column-header">Branch Name</div></th>
|
||||
<th><div class="column-header">Branch Code</div></th>
|
||||
<th><div class="column-header">Contact Person Name</div></th>
|
||||
<th><div class="column-header">Contact Person Mobile</div></th>
|
||||
<th><div class="column-header">Policy Type</div></th>
|
||||
<th><div class="column-header">Status</div></th>
|
||||
<th><div class="column-header">Action</div></th>
|
||||
</tr>
|
||||
</thead>
|
||||
|
||||
<tbody>
|
||||
<?php if(isset($lead_data_list) && count($lead_data_list) > 0) { ?>
|
||||
<?php foreach($lead_data_list as $index => $row){ ?>
|
||||
<tr>
|
||||
<td><?php echo $index + 1; ?></td>
|
||||
<td><?php echo $lead_type[$row['lead_type']] ?? '-'; ?></td>
|
||||
<td><?php echo $issuer[$row['issuer']] ?? '-'; ?></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['branch_name'] ?? '-')); ?></td>
|
||||
<td><?php echo $row['entity_type'] ?? '-'; ?></td>
|
||||
<td><?php echo $row['branch_name'] ?? '-'; ?></td>
|
||||
<td><?php echo $row['branch_code'] ?? '-'; ?></td>
|
||||
<td><?php echo $row['contact_person_name'] ?? '-'; ?></td>
|
||||
<td><?php echo $row['contact_person_mobile'] ?? '-'; ?></td>
|
||||
<td><?php echo $row['policy_type'] ?? '-'; ?></td>
|
||||
<td><?php echo $lead_status[$row['status']] ?? '-'; ?></td>
|
||||
<td>
|
||||
<div class="btn-group dropdown">
|
||||
<a href="javascript:void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false">
|
||||
<i class="mdi mdi-dots-horizontal"></i>
|
||||
</a>
|
||||
<div class="dropdown-menu dropdown-menu-right">
|
||||
<a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getLeadsDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
|
||||
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
|
||||
</a>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>
|
||||
<?php } ?>
|
||||
<?php } else { ?>
|
||||
<tr>
|
||||
<td colspan="14" class="text-center">No data available</td>
|
||||
</tr>
|
||||
<?php } ?>
|
||||
</tbody>
|
||||
|
||||
</table>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div><!-- end col -->
|
||||
</div>
|
||||
|
||||
|
||||
<?php include('leads_form.php'); ?>
|
||||
|
||||
<script>
|
||||
|
||||
var client_list = ''; // local variable for storing the client branch list
|
||||
var branch_list = ''; // local variable for storing the client branch list
|
||||
var policy_list = ''; // local variable for storing the client policy list
|
||||
|
||||
|
||||
// select2 document ready
|
||||
$(document).ready(function(){
|
||||
|
||||
getClientAndBranchAndPolicy()
|
||||
|
||||
<?php if (session()->has('create_failed')) : ?>
|
||||
toastr.error('<?= session()->getFlashdata('create_failed') ?>', 'Failed');
|
||||
<?php endif; ?>
|
||||
|
||||
<?php if (session()->has('update_failed')) : ?>
|
||||
toastr.error('<?= session()->getFlashdata('update_failed') ?>', 'Failed');
|
||||
<?php endif; ?>
|
||||
|
||||
<?php if (session()->has('create_success')) : ?>
|
||||
toastr.success('<?= session()->getFlashdata('create_success') ?>', 'success');
|
||||
<?php endif; ?>
|
||||
|
||||
<?php if (session()->has('update_success')) : ?>
|
||||
toastr.success('<?= session()->getFlashdata('update_success') ?>', 'success');
|
||||
<?php endif; ?>
|
||||
|
||||
|
||||
$('#client_id').select2();
|
||||
$('#client_branch_id').select2();
|
||||
$('#source_policy_id').select2();
|
||||
$('#salse_person_id').select2({
|
||||
placeholder: "Select Salse Person",
|
||||
});
|
||||
|
||||
$('#policy_type_id').select2();
|
||||
})
|
||||
|
||||
// Datatable document ready
|
||||
$(document).ready(function() {
|
||||
|
||||
var ticketsTable = $('#tickets-table');
|
||||
|
||||
if (ticketsTable.length) {
|
||||
ticketsTable.DataTable({
|
||||
scrollX: true,
|
||||
dom: "<'row'<'col-sm-6'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
|
||||
"<'row'<'col-sm-12'tr>>" +
|
||||
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
|
||||
buttons: [{
|
||||
extend: 'csv',
|
||||
text: 'CSV',
|
||||
title: 'Policy-Tranction-Inception-List',
|
||||
exportOptions: {
|
||||
columns: ':not(:last-child)'
|
||||
},
|
||||
}, ],
|
||||
language: {
|
||||
search: "_INPUT_",
|
||||
searchPlaceholder: "Search..."
|
||||
},
|
||||
paging: true, // Enable pagination
|
||||
pageLength: 25, // Set default number of rows per page (optional)
|
||||
// ordering: false,
|
||||
});
|
||||
} else {
|
||||
console.error("Table not found.");
|
||||
}
|
||||
});
|
||||
|
||||
|
||||
//--------------------------------------------------------------------------------------------------------
|
||||
|
||||
function hide_list_show_add()
|
||||
{
|
||||
$('#leads_list').hide()
|
||||
$('#leads_form').show()
|
||||
}
|
||||
|
||||
function show_list_hide_add()
|
||||
{
|
||||
$('#leads_list').show()
|
||||
$('#leads_form').hide()
|
||||
}
|
||||
|
||||
function getClientAndBranchAndPolicy()
|
||||
{
|
||||
$.ajax({
|
||||
url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
|
||||
type: "GET",
|
||||
dataType: 'json',
|
||||
success: function(res) {
|
||||
|
||||
console.log('getClientAndBranchAndPolicy', res);
|
||||
if(res.status == true){
|
||||
client_list = res.client_data;
|
||||
branch_list = res.branch_data;
|
||||
policy_list = res.policy_data;
|
||||
appendClients(res.client_data);
|
||||
}else{
|
||||
console.log('No data found');
|
||||
}
|
||||
|
||||
},
|
||||
error: function(xhr, status, error) {
|
||||
console.error(xhr.responseText);
|
||||
console.error(status, error);
|
||||
}
|
||||
});
|
||||
}
|
||||
|
||||
function appendClients(data)
|
||||
{
|
||||
$('#client_id').empty();
|
||||
|
||||
$('#client_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Client'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.client_name,
|
||||
'data-cn': item.client_name,
|
||||
'data-ct': item.client_type,
|
||||
class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
|
||||
});
|
||||
|
||||
$('#client_id').append(option);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
function appendBranch(data)
|
||||
{
|
||||
|
||||
$('#client_branch_id').empty();
|
||||
|
||||
$('#client_branch_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Branch'
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.branch_name
|
||||
});
|
||||
$('#client_branch_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
function appendRenewalPolicies(data)
|
||||
{
|
||||
console.log('appendRenewalPolicies', data);
|
||||
|
||||
$('#source_policy_id').empty();
|
||||
|
||||
$('#source_policy_id').append($('<option>', {
|
||||
value: '',
|
||||
text: 'Select Policy',
|
||||
}));
|
||||
|
||||
$.each(data, function(index, item) {
|
||||
|
||||
var option = $('<option>', {
|
||||
value: item.id,
|
||||
text: item.policy_type + '-' + item.policy_no,
|
||||
});
|
||||
$('#source_policy_id').append(option);
|
||||
});
|
||||
}
|
||||
|
||||
//--------------------------------------------------------------------------------------------------------
|
||||
|
||||
|
||||
$(document).ready(function(){
|
||||
|
||||
$('#client_id').change(function(){
|
||||
|
||||
let client_id = $(this).val();
|
||||
let client_type = $('#client_id option:selected').data('ct');
|
||||
|
||||
if(branch_list != '' && client_id != '') {
|
||||
console.log('branch_list', branch_list[client_id]);
|
||||
let data = branch_list[client_id];
|
||||
appendBranch(data);
|
||||
}
|
||||
|
||||
})
|
||||
|
||||
$('#client_branch_id').change(function(){
|
||||
|
||||
let client_branch_id = $(this).val();
|
||||
|
||||
if(policy_list != '' && client_branch_id != '') {
|
||||
console.log('policy_list', policy_list[client_branch_id]);
|
||||
let data = policy_list[client_branch_id];
|
||||
appendRenewalPolicies(data);
|
||||
}
|
||||
|
||||
})
|
||||
});
|
||||
|
||||
//--------------------------------------------------------------------------------------------------------
|
||||
|
||||
|
||||
</script>
|
||||
@ -249,7 +249,7 @@ $('body').on('click', '.btnPolicyMaster', function() {
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
}, 500);
|
||||
|
||||
$('#nameOfThePolicyOnOther').html(' - ' + res.policy_name.name);
|
||||
// $('#nameOfThePolicyOnOther').html(' - ' + res.policy_name.name);
|
||||
|
||||
|
||||
$('#emp_count').val(res.count)
|
||||
|
||||
426
app/Views/outstanding_report_list.php
Normal file
426
app/Views/outstanding_report_list.php
Normal file
@ -0,0 +1,426 @@
|
||||
<style>
|
||||
.table th,
|
||||
.table td {
|
||||
padding: 8px;
|
||||
}
|
||||
|
||||
table.dataTable tbody td {
|
||||
padding: 4px 4px !important;
|
||||
}
|
||||
|
||||
.col-12 {
|
||||
|
||||
max-width: 98% !important;
|
||||
}
|
||||
|
||||
.dataTables_filter {
|
||||
position: absolute;
|
||||
}
|
||||
|
||||
.right-align-input {
|
||||
text-align: right;
|
||||
}
|
||||
|
||||
.center-align-input {
|
||||
text-align: center;
|
||||
}
|
||||
</style>
|
||||
|
||||
<div class="row" id="outstanding_filter">
|
||||
<div class="col-12" style="margin-top: -12px;">
|
||||
<div id="accordion" class="mb-3">
|
||||
<div class="card mb-1">
|
||||
<h5 class="m-1">
|
||||
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
|
||||
aria-expanded="true">
|
||||
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
|
||||
</a>
|
||||
</h5>
|
||||
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
|
||||
<div class="card-body">
|
||||
<div class="form-group">
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Client<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="client_id" name="client_id">
|
||||
<option value="0">Select Client</option>
|
||||
<?php
|
||||
if (isset($clients) && count($clients)) {
|
||||
foreach ($clients as $key => $value) {
|
||||
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="addon_policy"> Insurer <span id="base_danger"
|
||||
class="text-danger"></span></label>
|
||||
<select class="form-control" id="insurer_id" name="insurer_id">
|
||||
<option value="0" selected>Select Insurer</option>
|
||||
<?php if(isset($insurer) && count($insurer)){ ?>
|
||||
<?php foreach ($insurer as $value) { ?>
|
||||
<option value="<?= $value['id']?>"><?= $value['name']?></option>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="email"> Policy Type <span class="text-danger"></span></label>
|
||||
<select class="form-control" id="policy_type_id" name="policy_type_id">
|
||||
<option value="0">Select Policy Type</option>
|
||||
<?php
|
||||
if (isset($policy_types) && count($policy_types)) {
|
||||
foreach ($policy_types as $key => $value) {
|
||||
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
|
||||
<select class="form-control" id="issuer" name="issuer" required>
|
||||
<option value="0">Select Issure</option>
|
||||
<?php
|
||||
if (isset($issuer) && count($issuer)) {
|
||||
foreach ($issuer as $key => $value) {
|
||||
echo "<option value=" . $key . ">" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-row">
|
||||
|
||||
<div class="form-group col-md-3">
|
||||
<label>Date Type<span class="text-danger"></span></label>
|
||||
<select class="form-control" id="date_type" name="date_type"
|
||||
onchange="hideDateField()">
|
||||
<option value="0">Select Date Type</option>
|
||||
<?php
|
||||
if (isset($date_type) && count($date_type)) {
|
||||
foreach ($date_type as $key => $value) {
|
||||
echo "<option value='" . $key . "'>" . $value . "</option>";
|
||||
}
|
||||
}
|
||||
?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
<div class="form-group col-md-3" style="display: none;" id="date_div">
|
||||
<label>Date<span class="text-danger"></span></label>
|
||||
<div id="reportrange" class="form-control"
|
||||
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
|
||||
<i class="fa fa-calendar"></i>
|
||||
<span></span> <i class="fa fa-caret-down"></i>
|
||||
</div>
|
||||
<input type="hidden" id="startDate">
|
||||
<input type="hidden" id="endDate">
|
||||
</div>
|
||||
|
||||
</div>
|
||||
|
||||
<div class="form-group text-right m-b-0">
|
||||
<a href="<?= base_url("/policy_tranction/report/report-outstanding-list"); ?>"
|
||||
class="btn btn-secondary" id="clear-filters">Clear</a>
|
||||
<a href="<?= base_url("/policy_tranction/report/report-outstanding-list"); ?>"
|
||||
class="btn btn-primary" id="get-emp-list"
|
||||
onclick="fetchEmpolyeeList(event);">Submit</a>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="col-12" id="outstanding_list">
|
||||
<div class="card">
|
||||
<div class="card-body">
|
||||
<div class="row" style="padding-bottom: 10px;">
|
||||
<div class="col-6" style="align-self: center;">
|
||||
<h4 style="position: relative;">Outstanding Report</h4>
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<div class="table-responsive">
|
||||
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
<th>S.No</th>
|
||||
<th>Client Name</th>
|
||||
<th>Insurer</th>
|
||||
<th>Policy</th>
|
||||
<th>Endorsement No</th>
|
||||
<th>Invoice Status</th>
|
||||
<th>Invoice Amount</th>
|
||||
<th>Realization Amount</th>
|
||||
<th>Outstanding Amount</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<?php if (isset($outstanding_list)) { ?>
|
||||
<?php foreach($outstanding_list as $index => $row){ ?>
|
||||
<tr>
|
||||
<td><?= $index + 1 ?></td>
|
||||
<td><?php echo $row['client_name']; ?></td>
|
||||
<td><?php echo $row['insurer_name']; ?></td>
|
||||
<td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
|
||||
<td><?php echo $row['endorsement_no']; ?></td>
|
||||
<td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
|
||||
<td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
|
||||
<td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
|
||||
<td class="right-align-input"><?php echo isset($row['outstanding_amount']) ? $row['outstanding_amount'] : '0.00'; ?></td>
|
||||
</tr>
|
||||
<?php } ?>
|
||||
<?php } ?>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
<div>
|
||||
</div>
|
||||
</div>
|
||||
</div><!-- end col -->
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
// Datatable document ready
|
||||
$(document).ready(function() {
|
||||
|
||||
var ticketsTable = $('#scroll-horizontal-datatable');
|
||||
|
||||
if (ticketsTable.length) {
|
||||
ticketsTable.DataTable({
|
||||
scrollX: true,
|
||||
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
|
||||
"<'row'<'col-sm-12'tr>>" +
|
||||
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
|
||||
buttons: [{
|
||||
extend: 'csv',
|
||||
text: 'CSV',
|
||||
title: 'Policy-Tranction-BDS-List',
|
||||
},
|
||||
{
|
||||
extend: 'excel',
|
||||
text: 'Excel',
|
||||
title: 'Policy-Tranction-BDS-List',
|
||||
customize: function(xlsx) {
|
||||
var sheet = xlsx.xl.worksheets['sheet1.xml'];
|
||||
var total = 0;
|
||||
|
||||
// Find cells in column AB (28th column in Excel)
|
||||
$('row c[r^="AB"]', sheet).each(function() {
|
||||
var value = parseFloat($('v', this)
|
||||
.text()); // Get the value inside the cell
|
||||
if (!isNaN(value)) {
|
||||
total += value;
|
||||
}
|
||||
});
|
||||
|
||||
// Get the last row index and append the total row
|
||||
var lastRow = $('row:last', sheet);
|
||||
var rowIndex = parseInt(lastRow.attr('r')) +
|
||||
2; // Find the next row index
|
||||
var totalRow = '<row r="' + rowIndex + '">' +
|
||||
'<c t="inlineStr" r="AA' + rowIndex +
|
||||
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
|
||||
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
|
||||
'</v></c>' + // Insert sum in AB
|
||||
'</row>';
|
||||
|
||||
// Append the new total row to the sheet
|
||||
$(sheet).find('sheetData').append(totalRow);
|
||||
}
|
||||
}
|
||||
|
||||
],
|
||||
language: {
|
||||
search: "_INPUT_",
|
||||
searchPlaceholder: "Search..."
|
||||
},
|
||||
paging: true, // Enable pagination
|
||||
pageLength: 25 // Set default number of rows per page (optional)
|
||||
});
|
||||
} else {
|
||||
console.error("Table not found.");
|
||||
}
|
||||
});
|
||||
|
||||
$(document).ready(function() {
|
||||
getURLParams()
|
||||
$('#client_id').select2();
|
||||
$('#insurer_id').select2();
|
||||
$('#policy_type_id').select2();
|
||||
})
|
||||
|
||||
function fetchEmpolyeeList(event) {
|
||||
event.preventDefault(); // Prevent default action
|
||||
|
||||
var start_date = $('#startDate').val();
|
||||
var end_date = $('#endDate').val();
|
||||
var client_id = $('#client_id').val();
|
||||
var insurer_id = $('#insurer_id').val();
|
||||
var policy_type_id = $('#policy_type_id').val();
|
||||
var date_type = $('#date_type').val();
|
||||
var issuer = $('#issuer').val();
|
||||
|
||||
console.log(start_date + '-' + end_date);
|
||||
|
||||
var queryParams = {
|
||||
start_date: start_date,
|
||||
end_date: end_date,
|
||||
client_id: client_id,
|
||||
insurer_id: insurer_id,
|
||||
policy_type_id: policy_type_id,
|
||||
date_type: date_type,
|
||||
issuer: issuer,
|
||||
};
|
||||
|
||||
const queryString = objectToQueryString(queryParams);
|
||||
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
|
||||
console.log(apiURL);
|
||||
window.location.href = apiURL;
|
||||
}
|
||||
|
||||
function objectToQueryString(obj) {
|
||||
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
|
||||
}
|
||||
|
||||
function getURLParams() {
|
||||
const url = new URL(window.location.href);
|
||||
const params = new URLSearchParams(url.search);
|
||||
|
||||
const startDate = params.get('start_date') || 0; // Default to 0 if not found
|
||||
const endDate = params.get('end_date') || 0; // Default to 0 if not found
|
||||
const client_id = params.get('client_id') || 0; // Default to 0 if not found
|
||||
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
|
||||
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
|
||||
const date_type = params.get('date_type') || 0; // Default to 0 if not found
|
||||
const issuer = params.get('issuer') || 0; // Default to 0 if not found
|
||||
|
||||
hideDateField(date_type)
|
||||
|
||||
console.log('startDate', startDate)
|
||||
console.log('endDate', endDate)
|
||||
console.log('client_id', client_id)
|
||||
console.log('insurer_id', insurer_id)
|
||||
console.log('policy_type_id', policy_type_id)
|
||||
console.log('date_type', date_type)
|
||||
console.log('issuer', issuer)
|
||||
|
||||
// Log the values or use them as needed
|
||||
console.log('Start Date:', startDate);
|
||||
console.log('End Date:', endDate);
|
||||
|
||||
if (startDate != 0 && endDate != 0) {
|
||||
setTimeout(function() {
|
||||
$('#start_date').val(startDate)
|
||||
$('#end_date').val(endDate)
|
||||
$('#client_id').val(client_id).change()
|
||||
$('#insurer_id').val(insurer_id).change()
|
||||
$('#policy_type_id').val(policy_type_id).change()
|
||||
$('#date_type').val(date_type)
|
||||
$('#issuer').val(issuer)
|
||||
}, 1000)
|
||||
|
||||
}
|
||||
|
||||
}
|
||||
|
||||
$(function() {
|
||||
|
||||
const url = new URL(window.location.href);
|
||||
const params = new URLSearchParams(url.search);
|
||||
|
||||
// Get start and end dates from URL parameters, or use default values
|
||||
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
|
||||
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
|
||||
|
||||
// Parse the dates to moment objects
|
||||
var start = moment(startDateParam, 'DD-MM-YYYY');
|
||||
var end = moment(endDateParam, 'DD-MM-YYYY');
|
||||
|
||||
// var start = moment().subtract(29, 'days');
|
||||
// var end = moment();
|
||||
|
||||
function cb(start, end) {
|
||||
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
|
||||
$('#startDate').val(start.format('DD-MM-YYYY'));
|
||||
$('#endDate').val(end.format('DD-MM-YYYY'));
|
||||
}
|
||||
|
||||
$('#reportrange').daterangepicker({
|
||||
startDate: start,
|
||||
endDate: end,
|
||||
ranges: {
|
||||
'Today': [moment(), moment()],
|
||||
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
|
||||
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
|
||||
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
|
||||
'This Month': [moment().startOf('month'), moment().endOf('month')],
|
||||
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
|
||||
.endOf('month')
|
||||
]
|
||||
}
|
||||
}, cb);
|
||||
|
||||
cb(start, end);
|
||||
|
||||
$('#clear-filters').on('click', function() {
|
||||
// Reset all select dropdowns to the first option
|
||||
$('#client_id').val('0').change();
|
||||
$('#insurer_id').val('0').change();
|
||||
$('#policy_type_id').val('0').change();
|
||||
$('#date_type').val('0');
|
||||
$('#issuer').val('0');
|
||||
$('#date_div').hide()
|
||||
|
||||
// Reset the date range picker to default
|
||||
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
|
||||
$('#reportrange').data('daterangepicker').setEndDate(moment());
|
||||
cb(start, end); // Update the displayed date range
|
||||
});
|
||||
|
||||
});
|
||||
|
||||
function hideDateField(input = null) {
|
||||
let val = $('#date_type').val();
|
||||
|
||||
if (input) {
|
||||
val = input;
|
||||
}
|
||||
|
||||
if (val != 0) {
|
||||
$('#date_div').show()
|
||||
} else {
|
||||
$('#date_div').hide()
|
||||
}
|
||||
}
|
||||
|
||||
|
||||
function sendPolicyTransactionID(event, pt_id) {
|
||||
event.preventDefault(); // Prevent default action
|
||||
|
||||
console.log(pt_id);
|
||||
|
||||
var queryParams = {
|
||||
pt_id: pt_id,
|
||||
};
|
||||
|
||||
const queryString = objectToQueryString(queryParams);
|
||||
const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
|
||||
console.log(apiURL);
|
||||
window.location.href = apiURL;
|
||||
}
|
||||
</script>
|
||||
@ -14,7 +14,7 @@
|
||||
}
|
||||
|
||||
.radio-group .form-check {
|
||||
margin-right: -110px;
|
||||
margin-right: -335px;
|
||||
}
|
||||
|
||||
.radioalign{
|
||||
@ -344,7 +344,6 @@ var terms_si_amount_array = [];
|
||||
var unit_length = 0;
|
||||
var branch_units = [];
|
||||
|
||||
|
||||
$('body').on('click', '.btnPolicyModel', function()
|
||||
{
|
||||
$('#tab_content .tab-pane').not('#primary_rack_rate_tab').remove();
|
||||
@ -2882,186 +2881,214 @@ function createCheckboxes(obj, additional_relationship = [], unique_id = null, p
|
||||
}
|
||||
|
||||
$relationshipElement.empty();
|
||||
|
||||
let html = `
|
||||
<div class="form-row">
|
||||
<div class="form-col">
|
||||
<label>Choose applicable family members</label>`;
|
||||
|
||||
<div class="form-group col-md-12">
|
||||
<label>Choose applicable family members</label>
|
||||
<table style="border-collapse: collapse;">
|
||||
<tbody>`;
|
||||
|
||||
|
||||
if (obj['self'] > 0) {
|
||||
let selfValue = additional_relationship['self'] || '1';
|
||||
console.log('selfValue', selfValue);
|
||||
|
||||
html += `
|
||||
<div class="radio-group">
|
||||
<label class="col-lg-1">Self:</label>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-yes" value="1" ${selfValue == '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-yes">Yes</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-no" value="0" ${selfValue == '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-no">No</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-any" value="any" ${selfValue == 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-any">Maybe</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-na" value="NA" ${selfValue == 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-any">NA</label>
|
||||
</div>
|
||||
</div>`;
|
||||
<tr>
|
||||
<td><label>Self:</label></td>
|
||||
<td>
|
||||
<div class="radio-group">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-yes" value="1" ${selfValue == '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-yes">Yes</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-no" value="0" ${selfValue == '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-no">No</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-any" value="any" ${selfValue == 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-any">Maybe</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="self" id="self-na" value="NA" ${selfValue == 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="self-na">NA</label>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>`;
|
||||
}
|
||||
|
||||
if (obj['spouse'] > 0) {
|
||||
let spouseValue = additional_relationship['spouse'] || 'any';
|
||||
|
||||
html += `
|
||||
<div class="radio-group">
|
||||
<label class="col-lg-1">Spouse:</label>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-yes" value="1" ${spouseValue == '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-yes">Yes</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-no" value="0" ${spouseValue == '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-no">No</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-any" value="any" ${spouseValue == 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-any">Maybe</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-na" value="NA" ${spouseValue == 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-any">NA</label>
|
||||
</div>
|
||||
</div>`;
|
||||
<tr>
|
||||
<td><label>Spouse:</label></td>
|
||||
<td>
|
||||
<div class="radio-group">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-yes" value="1" ${spouseValue == '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-yes">Yes</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-no" value="0" ${spouseValue == '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-no">No</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-any" value="any" ${spouseValue == 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-any">Maybe</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="spouse" id="spouse-na" value="NA" ${spouseValue == 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="spouse-na">NA</label>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>`;
|
||||
}
|
||||
|
||||
if (obj['childrens'] > 0) {
|
||||
|
||||
let childrensValue = additional_relationship['childrens'] || 'any';
|
||||
|
||||
html += `
|
||||
<div class="radio-group">
|
||||
<label class="col-lg-1">Children:</label>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-all" value="4" ${childrensValue === '4' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-4">4</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-3" value="3" ${childrensValue === '3' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-3">3</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-2" value="2" ${childrensValue === '2' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-2">2</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-1" value="1" ${childrensValue === '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-1">1</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-no" value="0" ${childrensValue === '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-unset">No</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-any" value="any" ${childrensValue === 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-any">Any</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-unset" value="NA" ${childrensValue === 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-unset">NA</label>
|
||||
</div>
|
||||
</div>`;
|
||||
<tr>
|
||||
<td><label>Children:</label></td>
|
||||
<td>
|
||||
<div class="radio-group">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-all" value="4" ${childrensValue === '4' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-4">4</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-3" value="3" ${childrensValue === '3' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-3">3</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-2" value="2" ${childrensValue === '2' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-2">2</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-1" value="1" ${childrensValue === '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-1">1</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-no" value="0" ${childrensValue === '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-no">No</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-any" value="any" ${childrensValue === 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-any">Any</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="childrens" id="children-unset" value="NA" ${childrensValue === 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="children-unset">NA</label>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>`;
|
||||
}
|
||||
|
||||
if (obj['parents'] > 0) {
|
||||
let parentsValue = additional_relationship['parents'] || 'any';
|
||||
|
||||
html += `
|
||||
<div class="radio-group">
|
||||
<label class="col-lg-1">Parents:</label>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-single" value="1" ${parentsValue === '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-single">1</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-double" value="2" ${parentsValue === '2' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-double">2</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-no" value="0" ${parentsValue === '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-no">No</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-any" value="any" ${parentsValue === 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-any">Any</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-unset" value="NA" ${parentsValue === 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-unset">NA</label>
|
||||
</div>
|
||||
</div>`;
|
||||
<tr>
|
||||
<td><label>Parents:</label></td>
|
||||
<td>
|
||||
<div class="radio-group">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-single" value="1" ${parentsValue === '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-single">1</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-double" value="2" ${parentsValue === '2' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-double">2</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-no" value="0" ${parentsValue === '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-no">No</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-any" value="any" ${parentsValue === 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-any">Any</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents" id="parents-unset" value="NA" ${parentsValue === 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-unset">NA</label>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>`;
|
||||
}
|
||||
|
||||
if (obj['parents-in-law'] > 0) {
|
||||
let parentsInLawValue = additional_relationship['parents-in-law'] || 'any';
|
||||
html += `
|
||||
<div class="radio-group">
|
||||
<label class="col-lg-1">Parents-in-law:</label>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-single" value="1" ${parentsInLawValue === '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-single">1</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-double" value="2" ${parentsInLawValue === '2' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-double">2</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-no" value="0" ${parentsInLawValue === '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-no">No</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-any" value="any" ${parentsInLawValue === 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-any">Any</label>
|
||||
</div>
|
||||
<div class="form-check col-lg-1">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-unset" value="NA" ${parentsInLawValue === 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-unset">NA</label>
|
||||
</div>
|
||||
</div>`;
|
||||
<tr>
|
||||
<td><label>Parents In Law:</label></td>
|
||||
<td>
|
||||
<div class="radio-group">
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-single" value="1" ${parentsInLawValue === '1' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-single">1</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-double" value="2" ${parentsInLawValue === '2' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-double">2</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-no" value="0" ${parentsInLawValue === '0' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-no">No</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-any" value="any" ${parentsInLawValue === 'any' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-any">Any</label>
|
||||
</div>
|
||||
<div class="form-check">
|
||||
<input class="form-check-input" type="radio" name="parents-in-law" id="parents-in-law-unset" value="NA" ${parentsInLawValue === 'NA' ? 'checked' : ''}>
|
||||
<label class="form-check-label radioalign" for="parents-in-law-unset">NA</label>
|
||||
</div>
|
||||
</div>
|
||||
</td>
|
||||
</tr>`;
|
||||
}
|
||||
|
||||
html += `
|
||||
</tbody>
|
||||
</table>
|
||||
</div>
|
||||
</div>`;
|
||||
|
||||
`;
|
||||
|
||||
$relationshipElement.append(html);
|
||||
// console.log(html);
|
||||
|
||||
if (obj['self'] > 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
$('.radio-group .form-check').css('margin-right', '-60px');
|
||||
} else if (obj['self'] == 0 && obj['spouse'] > 0 && obj['childrens'] > 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
$('.radio-group .form-check').css('margin-right', '-110px');
|
||||
} else if (obj['self'] == 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] > 0 && obj['parents-in-law'] == 0) {
|
||||
$('.radio-group .form-check').css('margin-right', '-60px');
|
||||
} else if (obj['self'] == 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] == 0 && obj['parents-in-law'] > 0) {
|
||||
$('.radio-group .form-check').css('margin-right', '-60px');
|
||||
} else if (obj['self'] > 0 && obj['spouse'] == 0 && obj['childrens'] > 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
$('.radio-group .form-check').css('margin-right', '-110px');
|
||||
} else if (obj['self'] == 0 && obj['spouse'] == 0 && obj['childrens'] > 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
$('.radio-group .form-check').css('margin-right', '-110px');
|
||||
} else if (obj['self'] > 0 && obj['spouse'] > 0 && obj['childrens'] == 0 && obj['parents'] > 0 && obj['parents-in-law'] > 0){
|
||||
$('.radio-group .form-check').css('margin-right', '-60px');
|
||||
} else if (obj['self'] > 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] > 0 && obj['parents-in-law'] > 0){
|
||||
$('.radio-group .form-check').css('margin-right', '-60px');
|
||||
} else {
|
||||
$('.radio-group .form-check').css('margin-right', '-60px');
|
||||
}
|
||||
$relationshipElement.append(html);
|
||||
|
||||
if(policy_type == 1 || policy_type == 6 || policy_type == 7){
|
||||
$('.radio-group .form-check').css('margin-right', '-50px');
|
||||
}
|
||||
// if (obj['self'] > 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
// $('.radio-group .form-check').css('margin-right', '-60px');
|
||||
// } else if (obj['self'] == 0 && obj['spouse'] > 0 && obj['childrens'] > 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
// $('.radio-group .form-check').css('margin-right', '-110px');
|
||||
// } else if (obj['self'] == 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] > 0 && obj['parents-in-law'] == 0) {
|
||||
// $('.radio-group .form-check').css('margin-right', '-60px');
|
||||
// } else if (obj['self'] == 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] == 0 && obj['parents-in-law'] > 0) {
|
||||
// $('.radio-group .form-check').css('margin-right', '-60px');
|
||||
// } else if (obj['self'] > 0 && obj['spouse'] == 0 && obj['childrens'] > 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
// $('.radio-group .form-check').css('margin-right', '-110px');
|
||||
// } else if (obj['self'] == 0 && obj['spouse'] == 0 && obj['childrens'] > 0 && obj['parents'] == 0 && obj['parents-in-law'] == 0) {
|
||||
// $('.radio-group .form-check').css('margin-right', '-110px');
|
||||
// } else if (obj['self'] > 0 && obj['spouse'] > 0 && obj['childrens'] == 0 && obj['parents'] > 0 && obj['parents-in-law'] > 0){
|
||||
// $('.radio-group .form-check').css('margin-right', '-60px');
|
||||
// } else if (obj['self'] > 0 && obj['spouse'] == 0 && obj['childrens'] == 0 && obj['parents'] > 0 && obj['parents-in-law'] > 0){
|
||||
// $('.radio-group .form-check').css('margin-right', '-60px');
|
||||
// } else {
|
||||
// $('.radio-group .form-check').css('margin-right', '-60px');
|
||||
// }
|
||||
|
||||
// if(policy_type == 1 || policy_type == 6 || policy_type == 7){
|
||||
// $('.radio-group .form-check').css('margin-right', '-50px');
|
||||
// }
|
||||
|
||||
}
|
||||
|
||||
@ -3892,7 +3919,7 @@ function appendFourthAndSixthRackRate(data = null, uniqueId = null)
|
||||
}
|
||||
|
||||
if(unit_length == 1){
|
||||
toAddUnitInManuall(unique_id, branch_units[0], 'appendFourthAndSixthRackRate')
|
||||
toAddUnitInManuall(uniqueId, branch_units[0], 'appendFourthAndSixthRackRate')
|
||||
}
|
||||
}
|
||||
|
||||
@ -4325,21 +4352,23 @@ function applyStyles(tabId) {
|
||||
function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
|
||||
console.log('toAddUnitInManuall unique_id', unique_id)
|
||||
console.log('toAddUnitInManuall unique_id', typeof unique_id)
|
||||
console.log('toAddUnitInManuall whichFunction', whichFunction)
|
||||
|
||||
var id = $('#grid')[0];
|
||||
var id = $('#grid').val();
|
||||
console.log(id);
|
||||
var container = $('#grid_content_input');
|
||||
|
||||
if (unique_id) {
|
||||
id = $('#grid_'+unique_id)[0];
|
||||
if (unique_id !== 'null' && unique_id !== null && unique_id !== false && unique_id !== 'false') {
|
||||
id = $('#grid_'+unique_id).val();
|
||||
console.log(id);
|
||||
container = $('#grid_content_input_for_additional_'+unique_id);
|
||||
}
|
||||
|
||||
console.log('checkValideUnits id', id);
|
||||
console.log('checkValideUnits container', container);
|
||||
|
||||
if (id.value === '3') {
|
||||
if (id === '3') {
|
||||
|
||||
var units = container.find('input[name="3_unit[]"]');
|
||||
var unitValues = [];
|
||||
@ -4348,7 +4377,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '4') {
|
||||
} else if (id === '4') {
|
||||
|
||||
var units = container.find('input[name="4_unit[]"]');
|
||||
var unitValues = [];
|
||||
@ -4357,7 +4386,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '2' || id.value === '9') {
|
||||
} else if (id === '2' || id === '9') {
|
||||
|
||||
var units = container.find('input[name="gpa_unit29[]"]');
|
||||
|
||||
@ -4365,7 +4394,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '5') {
|
||||
} else if (id === '5') {
|
||||
|
||||
var units = container.find('input[name="5_unit[]"]');
|
||||
|
||||
@ -4373,7 +4402,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '6') {
|
||||
} else if (id === '6') {
|
||||
|
||||
var units = container.find('input[name="6_unit[]"]');
|
||||
|
||||
@ -4381,7 +4410,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '7') {
|
||||
} else if (id === '7') {
|
||||
|
||||
var units = container.find('input[name="7_unit[]"]');
|
||||
|
||||
@ -4389,7 +4418,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '10') {
|
||||
} else if (id === '10') {
|
||||
|
||||
var units = container.find('input[name="10_unit[]"]');
|
||||
|
||||
@ -4397,7 +4426,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '8') {
|
||||
} else if (id === '8') {
|
||||
|
||||
var units = container.find('input[name="8_unit[]"]');
|
||||
|
||||
@ -4405,7 +4434,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '11') {
|
||||
} else if (id === '11') {
|
||||
|
||||
var units = container.find('input[name="11_unit[]"]');
|
||||
|
||||
@ -4413,7 +4442,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '12') {
|
||||
} else if (id === '12') {
|
||||
|
||||
var units = container.find('input[name="12_unit[]"]');
|
||||
|
||||
@ -4421,7 +4450,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '13') {
|
||||
} else if (id === '13') {
|
||||
|
||||
var units = container.find('input[name="13_unit[]"]');
|
||||
|
||||
@ -4429,23 +4458,27 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
|
||||
var value = $(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (id.value === '1') {
|
||||
} else if (id === '1') {
|
||||
|
||||
console.log('checkValideUnits id', id);
|
||||
|
||||
var selectedValue = $('#si_or_bp').val();
|
||||
if (selectedValue == 1) {
|
||||
|
||||
console.log('checkValideUnits id 1', id);
|
||||
var units = container.find('input[name="gpa_unit_1[]"]');
|
||||
|
||||
units.each(function() {
|
||||
var value = $(this).val(branch_unit);
|
||||
$(this).val(branch_unit);
|
||||
});
|
||||
|
||||
} else if (selectedValue == 3) {
|
||||
|
||||
console.log('checkValideUnits id 3', id);
|
||||
var units = container.find('input[name="gpa_unit_3[]"]');
|
||||
|
||||
units.each(function() {
|
||||
var value = $(this).val(branch_unit);
|
||||
$(this).val(branch_unit);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
File diff suppressed because it is too large
Load Diff
File diff suppressed because it is too large
Load Diff
@ -406,6 +406,7 @@ $(document).ready(function(){
|
||||
$('#sales_generated_by').select2();
|
||||
$('#serviced_by').select2();
|
||||
$('#policy_type_id').select2();
|
||||
$('#ppteam').select2();
|
||||
})
|
||||
|
||||
// Datatable document ready
|
||||
@ -462,7 +463,7 @@ $(document).ready(function(){
|
||||
|
||||
// Calculate renewal date (one month before the end date)
|
||||
var renewal_date = new Date(policy_end_date);
|
||||
renewal_date.setMonth(renewal_date.getMonth() - 1);
|
||||
// renewal_date.setMonth(renewal_date.getMonth() - 1);
|
||||
renewal_datePicker.setDate(renewal_date); // Set renewal date
|
||||
}
|
||||
});
|
||||
@ -913,11 +914,14 @@ function appendFileTableBody(data)
|
||||
row.append($('<td>').text(item.doc_name));
|
||||
row.append($('<td>').text(item.file_name));
|
||||
|
||||
var url = "<?= base_url('/downloadGdriveFile'); ?>" +
|
||||
"?client_id=" + item.client_id +
|
||||
"&file_type=policy" +
|
||||
"&file_name=" + item.file_name +
|
||||
"&client_policy_id=" + item.client_policy_id;
|
||||
// var url = "<?= base_url('/downloadGdriveFile'); ?>" +
|
||||
// "?client_id=" + item.client_id +
|
||||
// "&file_type=policy" +
|
||||
// "&file_name=" + item.file_name +
|
||||
// "&client_policy_id=" + item.client_policy_id;
|
||||
|
||||
var url = '<?= base_url('download-kyc-docs/') ?>' + item.file_name;
|
||||
|
||||
|
||||
var link = $('<a>')
|
||||
.attr('href', url)
|
||||
|
||||
@ -153,7 +153,7 @@ table.dataTable tbody td {
|
||||
</div>
|
||||
|
||||
</div>
|
||||
<div class="table-responsive" style="overflow-x: auto;">
|
||||
<div class="table-responsive">
|
||||
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
|
||||
<thead class="bg-light">
|
||||
<tr>
|
||||
@ -226,6 +226,7 @@ $(document).ready(function() {
|
||||
|
||||
if (ticketsTable.length) {
|
||||
ticketsTable.DataTable({
|
||||
scrollX: true,
|
||||
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
|
||||
"<'row'<'col-sm-12'tr>>" +
|
||||
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
|
||||
|
||||
Loading…
Reference in New Issue
Block a user