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FIX_RFQ_ISSUE : RV

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VENKATESHWARAN 2025-06-11 18:11:38 +05:30
parent 28d31f9c7d
commit ac98ef4c97
5 changed files with 380 additions and 142 deletions
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30
app/Controllers/LeadsController.php
View File

@ -1233,6 +1233,8 @@ class LeadsController extends BaseController
'Total Lives' => $rfq_data['incept_no_of_lives'], 'Total Lives' => $rfq_data['incept_no_of_lives'],
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided", 'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Insurer' => $rfq_data['insurer_name'] ?? " - ",
'TPA' => $rfq_data['tpa_name'] ?? " - ",
// 'Policy Run Days' => $rfq_data['policy_run_days'], // 'Policy Run Days' => $rfq_data['policy_run_days'],
]; ];
} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) { } else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
@ -1241,6 +1243,8 @@ class LeadsController extends BaseController
'No of Employees at Inception' => $rfq_data['incept_emp_count'], 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'], 'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided", 'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Insurer' => $rfq_data['insurer_name'] ?? " - ",
'TPA' => $rfq_data['tpa_name'] ?? " - ",
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "", 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
]; ];
} }
@ -1264,6 +1268,8 @@ class LeadsController extends BaseController
'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'], 'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided", 'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Insurer' => $rfq_data['insurer_name'] ?? " - ",
'TPA' => $rfq_data['tpa_name'] ?? " - ",
'Policy Run Days' => $rfq_data['policy_run_days'], 'Policy Run Days' => $rfq_data['policy_run_days'],
'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']), 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']), 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
@ -1279,6 +1285,8 @@ class LeadsController extends BaseController
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'], 'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'], 'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided", 'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Insurer' => $rfq_data['insurer_name'] ?? " - ",
'TPA' => $rfq_data['tpa_name'] ?? " - ",
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "", 'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'Existing Insurer' => $rfq_data['insurer_name'], 'Existing Insurer' => $rfq_data['insurer_name'],
'TPA ' => $rfq_data['tpa_name'], 'TPA ' => $rfq_data['tpa_name'],
@ -1376,7 +1384,7 @@ class LeadsController extends BaseController
// // Set column width based on max content length (adjusted for padding) // // Set column width based on max content length (adjusted for padding)
$sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2); $sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
$sheet->getColumnDimension('B')->setWidth($maxWidthA * 5); $sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.5);
$sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.6); $sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.6);
// $rowNumber += 2; // $rowNumber += 2;
@ -1445,7 +1453,7 @@ class LeadsController extends BaseController
} }
if ($header['parentHeader'] === 'Particulars') { if ($header['parentHeader'] === 'Particulars') {
$sheet->getColumnDimension('B')->setWidth(80); $sheet->getColumnDimension('B')->setWidth(50);
} }
$startColumn = $columnLetter; // Start of the current header range $startColumn = $columnLetter; // Start of the current header range
@ -1453,9 +1461,13 @@ class LeadsController extends BaseController
// Set parent header value // Set parent header value
if ($is_placement == true && !in_array($header['parentHeader'], ['Particulars', 'S.No.'])) { if ($is_placement == true && !in_array($header['parentHeader'], ['Particulars', 'S.No.'])) {
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Terms"); $sheet->setCellValue("{$startColumn}{$rowNumber}", "Terms");
} else {
if(in_array($header['parentHeader'], ["Existing Renewal", "Existing Rollover"])){
$sheet->setCellValue("{$startColumn}{$rowNumber}", "Terms");
}else{ }else{
$sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']); $sheet->setCellValue("{$startColumn}{$rowNumber}", $header['parentHeader']);
} }
}
$sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([ $sheet->getStyle("{$startColumn}{$rowNumber}")->applyFromArray([
'font' => ['bold' => true], 'font' => ['bold' => true],
'alignment' => [ 'alignment' => [
@ -1576,10 +1588,17 @@ class LeadsController extends BaseController
foreach ($premiumData as $proposal => $insurers) { foreach ($premiumData as $proposal => $insurers) {
if ($proposal != 'Particulars') { if ($proposal != 'Particulars') {
foreach ($insurers as $insurer => $values) { foreach ($insurers as $insurer => $values) {
$premium[] = $values[$labelArray[0]]; if($insurer == 'Quote Asked'){
$premium[] = "";
$gst[] = "";
$gstAmt[] = "";
$total[] = "";
}else{
$premium[] = formatIndianCurrency($values[$labelArray[0]]);
$gst[] = $values[$labelArray[1]]; $gst[] = $values[$labelArray[1]];
$gstAmt[] = $values[$labelArray[2]]; $gstAmt[] = formatIndianCurrency($values[$labelArray[2]]);
$total[] = $values[$labelArray[3]]; $total[] = formatIndianCurrency($values[$labelArray[3]]);
}
} }
} }
} }
@ -3743,6 +3762,7 @@ class LeadsController extends BaseController
} }
$sheet->getColumnDimension($columnLetter)->setWidth(60); $sheet->getColumnDimension($columnLetter)->setWidth(60);
$sheet->getColumnDimension('C')->setWidth(35);
if ($header['parentHeader'] == 'Policy') { if ($header['parentHeader'] == 'Policy') {

382
app/Views/leads_form.php
View File

@ -36,6 +36,53 @@
} }
</style> </style>
<style>
.info-icon-wrapper {
position: relative;
display: inline-block;
cursor: pointer;
top: 30px;
left: 35px;
font-size: 22px;
}
.info-tooltip {
visibility: hidden;
opacity: 0;
width: max-content;
max-width: 300px;
background-color: #333;
color: #fff;
text-align: left;
padding: 10px;
border-radius: 6px;
position: absolute;
z-index: 999;
bottom: 125%; /* Show above icon */
left: 50%;
transform: translateX(-50%);
font-size: 12px;
white-space: normal;
transition: opacity 0.3s;
}
.info-tooltip::after {
content: "";
position: absolute;
top: 100%; /* Arrow below tooltip */
left: 50%;
margin-left: -5px;
border-width: 5px;
border-style: solid;
border-color: #333 transparent transparent transparent;
}
.info-icon-wrapper:hover .info-tooltip {
visibility: visible;
opacity: 1;
}
</style>
<div class="row" id="leads_form"> <div class="row" id="leads_form">
<div class="col-12"> <div class="col-12">
<div class="card"> <div class="card">
@ -393,12 +440,18 @@
} }
$("#source_policy_id").removeAttr("required"); $("#source_policy_id").removeAttr("required");
$("#source_policy_id").closest("div") .find("label .text-danger").remove(); $("#source_policy_id").closest("div") .find("label .text-danger").remove();
$("#source_policy_id").hide();
$('#source_policy_id').closest('.form-group').hide();
$("#source_policy_start_date").removeAttr("required"); $("#source_policy_start_date").removeAttr("required");
$("#source_policy_start_date").closest("div") .find("label .text-danger").remove(); $("#source_policy_start_date").closest("div") .find("label .text-danger").remove();
$("#source_policy_start_date").hide();
$('#source_policy_start_date').closest('.form-group').hide();
$("#source_policy_end_date").removeAttr("required"); $("#source_policy_end_date").removeAttr("required");
$("#source_policy_end_date").closest("div") .find("label .text-danger").remove(); $("#source_policy_end_date").closest("div") .find("label .text-danger").remove();
$("#source_policy_end_date").hide();
$('#source_policy_end_date').closest('.form-group').hide();
@ -407,25 +460,27 @@
$("#source_policy_start_date").prop("required", true); $("#source_policy_start_date").prop("required", true);
$("#source_policy_end_date").prop("required", true); $("#source_policy_end_date").prop("required", true);
$("#source_policy_id").show();
$("#source_policy_start_date").show();
$("#source_policy_start_date").show();
$('#source_policy_id').closest('.form-group').find('label').show();
$('#source_policy_start_date').closest('.form-group').find('label').show();
$('#source_policy_end_date').closest('.form-group').find('label').show();
// Check if the asterisk doesn't already exist, then add it // Check if the asterisk doesn't already exist, then add it
let $label = $("#source_policy_id") let $label = $("#source_policy_id").closest("div") .find("label");
.closest("div")
.find("label");
if ($label.find(".text-danger").length === 0) { if ($label.find(".text-danger").length === 0) {
$label.append(' <span class="text-danger">*</span>'); $label.append(' <span class="text-danger">*</span>');
} }
let $label2 = $("#source_policy_start_date")
.closest("div") let $label2 = $("#source_policy_start_date").closest("div") .find("label");
.find("label");
if ($label2.find(".text-danger").length === 0) { if ($label2.find(".text-danger").length === 0) {
$label2.append(' <span class="text-danger">*</span>'); $label2.append(' <span class="text-danger">*</span>');
} }
let $label3 = $("#source_policy_end_date") let $label3 = $("#source_policy_end_date").closest("div").find("label");
.closest("div")
.find("label");
if ($label3.find(".text-danger").length === 0) { if ($label3.find(".text-danger").length === 0) {
$label3.append(' <span class="text-danger">*</span>'); $label3.append(' <span class="text-danger">*</span>');
@ -439,6 +494,17 @@
} }
if(lead_type != 1){
dataIncrement = 1;
// updateRenewalFields(dataIncrement);
let incurred_claim_date_id = 'incurred_claim_date';
var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
dateFormat: "d/m/Y",
allowInput: false,
});
}
var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, { var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
dateFormat: "d/m/Y", dateFormat: "d/m/Y",
allowInput: false allowInput: false
@ -448,6 +514,12 @@
document.getElementById('source_policy_end_date').readOnly = true; document.getElementById('source_policy_end_date').readOnly = true;
$('#source_policy_start_date, #source_policy_end_date').addClass('readonly-select'); $('#source_policy_start_date, #source_policy_end_date').addClass('readonly-select');
$('#client_id').select2();
$('#client_branch_id').select2();
$('#source_policy_id').val("");
console.log('---- completed ----')
}); });
console.log('increment count for insurer and tpa ', increment); console.log('increment count for insurer and tpa ', increment);
@ -470,6 +542,11 @@
$('#tpa_' + increment).select2(); $('#tpa_' + increment).select2();
$('#proposed_insurer').select2(); $('#proposed_insurer').select2();
$('#proposed_tpa').select2(); $('#proposed_tpa').select2();
$('#client_id').select2();
$('#client_branch_id').select2();
$('#source_policy_id').val("");
console.log('---- completed ----')
}) })
@ -556,9 +633,9 @@
console.log('Policy Start Date:', policyStartDate.val()); console.log('Policy Start Date:', policyStartDate.val());
// Recalculate policy_run_days if policy start date is already selected // Recalculate policy_run_days if policy start date is already selected
if (policyStartDate.val()) { // if (policyStartDate.val()) {
calculatePolicyRunDays(increment); // calculatePolicyRunDays(increment);
} // }
} }
}); });
@ -924,9 +1001,9 @@
console.log('Policy Start Date:', policyStartDate.val()); console.log('Policy Start Date:', policyStartDate.val());
// Recalculate policy_run_days if policy start date is already selected // Recalculate policy_run_days if policy start date is already selected
if (policyStartDate.val()) { // if (policyStartDate.val()) {
calculatePolicyRunDays(increment); // calculatePolicyRunDays(increment);
} // }
} }
}); });
@ -1022,7 +1099,7 @@
<div class="form-group col-md-3"> <div class="form-group col-md-3">
<label for="">Date of Commencement <span class="text-danger"></span></label> <label for="">Date of Commencement <span class="text-danger"></span></label>
<input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC"> <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" onchange="calculatePolicyMetrics(this)">
</div> </div>
<div class="form-group col-md-3"> <div class="form-group col-md-3">
@ -1161,115 +1238,210 @@
//------------------------ CALCULATION --------------------------------------------------------------------------------- //------------------------ CALCULATION ---------------------------------------------------------------------------------
function calculatePolicyRunDays(increment) { // function calculatePolicyRunDays(increment) {
// // console.log('calculatePolicyRunDays function called');
// // console.log('increment', increment);
// // let lead_type = $('#lead_type').val();
// // var policyStartDate = $("#source_policy_start_date");
// // if(lead_type == 3){
// // policyStartDate = $("#policy_start_date");
// // }
// // var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
// // var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
// // console.log('policyStartDate', policyStartDate)
// // console.log('incurredClaimDate', incurredClaimDate)
// // if (policyStartDate && incurredClaimDate) {
// // var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds
// // console.log('timeDiff', timeDiff);
// // var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
// // console.log('daysDiff', daysDiff);
// // $("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
// // }
// }
// function incurredClaimSum(input) {
// // let increment = input.id.split('_').pop(); // Extract the increment part
// // console.log('increment', increment);
// // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
// // let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
// // console.log('paid_claims', paid_claims);
// // let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
// // console.log('outstanding_claims', outstanding_claims);
// // // Calculate the incurred claim
// // let incurred_claims = paid_claims + outstanding_claims;
// // console.log('incurred_claims', incurred_claims);
// // // Set the calculated value
// // $('#incurred_claims_' + increment).val(incurred_claims);
// // // ------------------------------------------------------------------------------------------
// // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
// // console.log('policy_run_days', policy_run_days);
// // console.log('incurred claims ' + incurred_claims);
// // // Prevent division by zero in annualised claims calculation
// // let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
// // let annualised_claims_roundoff = Math.round(annualised_claims);
// // console.log('annualised_claims', annualised_claims_roundoff);
// // $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
// // // ------------------------------------------------------------------------------------------
// // // Prevent division by zero in incurred claim ratio calculation
// // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
// // let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
// // ? (annualised_claims / premium_as_on_date)
// // : 0;
// // let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio)
// // ? Math.round(incurred_claim_ratio)
// // : 0;
// // console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
// // $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
// // // ------------------------------------------------------------------------------------------
// // let earnedPremium = parseFloat($('#earned_premium_' + increment).val()) || 0;
// // console.log('earnedPremium:', earnedPremium);
// // // Prevent division by zero
// // let earnedClaimsRatio = earnedPremium > 0 ? annualised_claims / earnedPremium : 0;
// // // Round to nearest integer
// // let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
// // console.log('earnedClaimsRatio:', earnedClaimsRatio);
// // // Set the value to the corresponding input
// // $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
// }
// function earnedPremiumCalc(input) {
// // let increment = input.id.split('_').pop(); // Extract the increment part
// // console.log('increment', increment);
// // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
// // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
// // let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
// // console.log('premium_at_inception', premium_at_inception);
// // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
// // console.log('policy_run_days', policy_run_days);
// // // Prevent division by zero and calculate earned premium
// // let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
// // console.log('earned_premium', earned_premium);
// // let earned_premium_roundoff = Math.round(earned_premium);
// // // Set the calculated value with two decimal places
// // $('#earned_premium_' + increment).val(earned_premium_roundoff);
// }
function calculatePolicyMetrics(input) {
console.log('calculatePolicyRunDays function called');
console.log('increment', increment);
let lead_type = $('#lead_type').val(); let lead_type = $('#lead_type').val();
var policyStartDate = $("#source_policy_start_date"); console.log('Lead Type:', lead_type);
if(lead_type == 3){
policyStartDate = $("#policy_start_date");
}
var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
console.log('policyStartDate', policyStartDate) let increment = input.id.split('_').pop(); // Extract increment
console.log('incurredClaimDate', incurredClaimDate) if(lead_type != 1){
increment = "1";
}
console.log('--- calculatePolicyMetrics called ---');
console.log('Input ID:', input.id);
console.log('Increment:', increment);
let sourcePolicyDateVal = $('#source_policy_start_date').val()?.trim();
let policyStartDateVal = $('#policy_start_date').val()?.trim();
let policyStartDateInput = null;
if (sourcePolicyDateVal) {
policyStartDateInput = $('#source_policy_start_date');
console.log('Using Source Policy Start Date:', sourcePolicyDateVal);
} else if (policyStartDateVal) {
policyStartDateInput = $('#policy_start_date');
console.log('Using Policy Start Date:', policyStartDateVal);
} else {
toastr.warning('Policy start date or Date of Commencement is empty. Please fill in the date field.', "WARNING.. !");
console.warn('Both policy start dates are missing or invalid');
$(input).val('');
return; // stop further execution
}
// let policyStartDateInput = (lead_type == 3) ? $('#policy_start_date') : $('#source_policy_start_date');
console.log('Policy Start Date Input:', policyStartDateInput.val());
let policyStartDate = flatpickr.parseDate(policyStartDateInput.val(), "d/m/Y");
let incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
console.log('Parsed Policy Start Date:', policyStartDate);
console.log('Parsed Incurred Claim Date:', incurredClaimDate);
if (policyStartDate && incurredClaimDate) { if (policyStartDate && incurredClaimDate) {
var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds let timeDiff = Math.abs(incurredClaimDate - policyStartDate);
console.log('timeDiff', timeDiff); console.log('Time Difference (ms):', timeDiff);
var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
console.log('daysDiff', daysDiff); let daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1);
$("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input console.log('Policy Run Days:', daysDiff);
}
$('#policy_run_days_' + increment).val(daysDiff);
} }
function incurredClaimSum(input) {
let increment = input.id.split('_').pop(); // Extract the increment part
console.log('increment', increment);
// Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
let paid_claims = Number($('#paid_claims_' + increment).val()) || 0; let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
console.log('paid_claims', paid_claims);
let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0; let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
console.log('outstanding_claims', outstanding_claims); console.log('Paid Claims:', paid_claims);
console.log('Outstanding Claims:', outstanding_claims);
// Calculate the incurred claim
let incurred_claims = paid_claims + outstanding_claims; let incurred_claims = paid_claims + outstanding_claims;
console.log('incurred_claims', incurred_claims); console.log('Incurred Claims:', incurred_claims);
// Set the calculated value
$('#incurred_claims_' + increment).val(incurred_claims); $('#incurred_claims_' + increment).val(incurred_claims);
// ------------------------------------------------------------------------------------------
let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0; let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
console.log('policy_run_days', policy_run_days); console.log('Policy Run Days (Final):', policy_run_days);
console.log('incurred claims ' + incurred_claims);
// Prevent division by zero in annualised claims calculation
let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
let annualised_claims_roundoff = Math.round(annualised_claims);
console.log('annualised_claims', annualised_claims_roundoff);
let annualised_claims = policy_run_days > 0 ? (incurred_claims / policy_run_days) * 365 : 0;
let annualised_claims_roundoff = Math.round(annualised_claims);
console.log('Annualised Claims:', annualised_claims);
console.log('Annualised Claims (Rounded):', annualised_claims_roundoff);
$('#annualised_claims_' + increment).val(annualised_claims_roundoff); $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
// ------------------------------------------------------------------------------------------
// Prevent division by zero in incurred claim ratio calculation
let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0; let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
console.log('Premium as on Date:', premium_as_on_date);
let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0) let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
? (annualised_claims / premium_as_on_date) ? (annualised_claims / premium_as_on_date)
: 0; : 0;
let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio) ? Math.round(incurred_claim_ratio) : 0;
let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio) console.log('Incurred Claim Ratio:', incurred_claim_ratio);
? Math.round(incurred_claim_ratio) console.log('Incurred Claim Ratio (Rounded):', incurred_claim_ratio_roundoff);
: 0;
console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
$('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff); $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
// ------------------------------------------------------------------------------------------ let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
let earned_premium_roundoff = Math.round(earned_premium);
console.log('Earned Premium:', earned_premium);
console.log('Earned Premium (Rounded):', earned_premium_roundoff);
$('#earned_premium_' + increment).val(earned_premium_roundoff);
let earnedPremium = parseFloat($('#earned_premium_' + increment).val()) || 0; let earnedClaimsRatio = earned_premium > 0 ? annualised_claims / earned_premium : 0;
console.log('earnedPremium:', earnedPremium);
// Prevent division by zero
let earnedClaimsRatio = earnedPremium > 0 ? annualised_claims / earnedPremium : 0;
// Round to nearest integer
let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio); let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
console.log('earnedClaimsRatio:', earnedClaimsRatio); console.log('Earned Claims Ratio:', earnedClaimsRatio);
console.log('Earned Claims Ratio (Rounded):', earnedClaimsRatioRounded);
// Set the value to the corresponding input
$('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded); $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
console.log('--- End of calculatePolicyMetrics ---\n');
} }
function earnedPremiumCalc(input) {
let increment = input.id.split('_').pop(); // Extract the increment part
console.log('increment', increment);
let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
// Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
console.log('premium_at_inception', premium_at_inception);
let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
console.log('policy_run_days', policy_run_days);
// Prevent division by zero and calculate earned premium
let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
console.log('earned_premium', earned_premium);
let earned_premium_roundoff = Math.round(earned_premium);
// Set the calculated value with two decimal places
$('#earned_premium_' + increment).val(earned_premium_roundoff);
}
$(document).on("input", "#incept_emp_count, #incept_dept_count, #renewal_emp_count, #renewal_dept_count, #exp_emp_count, #exp_dept_count", function() { $(document).on("input", "#incept_emp_count, #incept_dept_count, #renewal_emp_count, #renewal_dept_count, #exp_emp_count, #exp_dept_count", function() {
calculateTotalLives(this); calculateTotalLives(this);
@ -1680,6 +1852,23 @@
$("#source_policy_start_date").removeAttr("required"); $("#source_policy_start_date").removeAttr("required");
$("#source_policy_end_date").removeAttr("required"); $("#source_policy_end_date").removeAttr("required");
$('#source_policy_id').show();
$('#source_policy_start_date').show();
$('#source_policy_end_date').show();
$('#source_policy_id').closest('.form-group').show();
$('#source_policy_start_date').closest('.form-group').show();
$('#source_policy_end_date').closest('.form-group').show();
}else{
$('#source_policy_id').hide();
$('#source_policy_start_date').hide();
$('#source_policy_end_date').hide();
$('#source_policy_id').closest('.form-group').hide();
$('#source_policy_start_date').closest('.form-group').hide();
$('#source_policy_end_date').closest('.form-group').hide();
} }
// $('.proposed_div').show().find('select, input').attr('required', 'required'); // $('.proposed_div').show().find('select, input').attr('required', 'required');
@ -1732,6 +1921,7 @@
} }
function updateRenewalFields(increment) { function updateRenewalFields(increment) {
console.log('updateRenewalFields function called');
$(".renewalCalculation input, .renewalCalculation select").each(function() { $(".renewalCalculation input, .renewalCalculation select").each(function() {
let oldId = $(this).attr("id"); let oldId = $(this).attr("id");
if (oldId) { if (oldId) {

9
app/Views/leads_non_eb.php
View File

@ -588,11 +588,15 @@
$("#source_policy_id").prop("required",false); $("#source_policy_id").prop("required",false);
$("#source_policy_id").closest("div") .find("label .text-danger").remove(); $("#source_policy_id").closest("div") .find("label .text-danger").remove();
$('#source_policy_id').closest('.form-group').hide();
} else if (value != 3) { } else if (value != 3) {
$("#source_policy_id").prop("required",true); $("#source_policy_id").prop("required",true);
$("#source_policy_id").prop("required", true); $("#source_policy_id").prop("required", true);
if(value == 2){
$("#source_policy_id").closest('.form-group').show();
}
// Check if the asterisk doesn't already exist, then add it // Check if the asterisk doesn't already exist, then add it
let $label = $("#source_policy_id") let $label = $("#source_policy_id")
@ -669,9 +673,10 @@
if (value == 3) { if (value == 3) {
$("#source_policy_id").removeAttr("required"); $("#source_policy_id").removeAttr("required");
$("#source_policy_start_date").removeAttr("required"); $('#source_policy_id').closest('.form-group').hide();
$("#source_policy_end_date").removeAttr("required");
}else if(value == 2){
$('#source_policy_id').closest('.form-group').show();
} }
$('.proposed_div').show().find('select, input').attr('required', 'required'); $('.proposed_div').show().find('select, input').attr('required', 'required');

6
app/Views/newClientModal.php
View File

@ -241,10 +241,14 @@
})); }));
setTimeout(function(){ setTimeout(function(){
$('#client_branch_id').val(res.branch_id).change(); $('#client_branch_id').val(res.branch_id).change();
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, 1000) }, 1000)
}, 2000) }, 3000)
}else{ }else{

89
app/Views/rfq/gmc.php
View File

@ -1,3 +1,5 @@
<?php $increment = isset($lead_edit_data) ? "_1" : ''; ?> <?php $increment = isset($lead_edit_data) ? "_1" : ''; ?>
<hr> <hr>
@ -6,71 +8,87 @@
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="incurred_claim_date">Incurred Claim Date<span class="text-danger"></span></label> <label for="incurred_claim_date">Incurred Claim Date<span class="text-danger"></span></label>
<input value="<?= isset($lead_edit_data['incurred_claims_date']) ? $lead_edit_data['incurred_claims_date'] : '' ?>" type="text" class="form-control incurred_claim" id="incurred_claim_date<?= $increment ?>" <input value="<?= isset($lead_edit_data['incurred_claims_date']) ? $lead_edit_data['incurred_claims_date'] : '' ?>" type="text" class="form-control incurred_claim" id="incurred_claim_date<?= $increment ?>"
name="incurred_claim_date[]" placeholder="Enter DOE"> name="incurred_claim_date[]" placeholder="Enter DOE" oninput="calculatePolicyMetrics(this)">
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="paid_claims">Paid Claims<span class="text-danger">*</span></label> <label for="paid_claims">Paid Claims<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['paid_claims']) ? $lead_edit_data['paid_claims'] : '' ?>" type="text" class="form-control" id="paid_claims<?= $increment ?>" name="paid_claims[]" <input value="<?= isset($lead_edit_data['paid_claims']) ? $lead_edit_data['paid_claims'] : '' ?>" type="text" class="form-control" id="paid_claims<?= $increment ?>" name="paid_claims[]"
placeholder="Enter Paid Claims" oninput="incurredClaimSum(this)"> placeholder="Enter Paid Claims" oninput="calculatePolicyMetrics(this)">
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="outstanding_claims">Outstanding Claims<span class="text-danger">*</span></label> <label for="outstanding_claims">Outstanding Claims<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['outstanding_claims']) ? $lead_edit_data['outstanding_claims'] : '' ?>" type="text" class="form-control" id="outstanding_claims<?= $increment ?>" name="outstanding_claims[]" <input value="<?= isset($lead_edit_data['outstanding_claims']) ? $lead_edit_data['outstanding_claims'] : '' ?>" type="text" class="form-control" id="outstanding_claims<?= $increment ?>" name="outstanding_claims[]"
placeholder="Enter Outstanding Claims" oninput="incurredClaimSum(this)"> placeholder="Enter Outstanding Claims" oninput="calculatePolicyMetrics(this)">
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="incurred_claims">Incurred Claim<span class="text-danger">*</span></label> <label for="incurred_claims">Incurred Claim<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['incurred_claims']) ? $lead_edit_data['incurred_claims'] : '' ?>" type="text" class="form-control" id="incurred_claims<?= $increment ?>" name="incurred_claims[]" <input value="<?= isset($lead_edit_data['incurred_claims']) ? $lead_edit_data['incurred_claims'] : '' ?>" type="text" class="form-control" id="incurred_claims<?= $increment ?>" name="incurred_claims[]"
placeholder="Enter Incurred Claim" oninput="incurredClaimSum(this)"> placeholder="Enter Incurred Claim" oninput="calculatePolicyMetrics(this)" readonly>
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="policy_run_days">Policy Run Days<span class="text-danger">*</span></label> <label for="policy_run_days">Policy Run Days<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['policy_run_days']) ? $lead_edit_data['policy_run_days'] : '' ?>" type="text" class="form-control" id="policy_run_days<?= $increment ?>" name="policy_run_days[]" <input value="<?= isset($lead_edit_data['policy_run_days']) ? $lead_edit_data['policy_run_days'] : '' ?>" type="text" class="form-control" id="policy_run_days<?= $increment ?>" name="policy_run_days[]"
placeholder="Enter Policy Run Days" oninput="earnedPremiumCalc(this); incurredClaimSum(this)"> placeholder="Enter Policy Run Days" oninput="calculatePolicyMetrics(this)" readonly>
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="premium_at_inception">Premium Paid at Inception<span <label for="premium_at_inception">Premium Paid at Inception<span
class="text-danger">*</span></label> class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['premium_at_inception']) ? $lead_edit_data['premium_at_inception'] : '' ?>" type="text" class="form-control" id="premium_at_inception<?= $increment ?>" name="premium_at_inception[]" <input value="<?= isset($lead_edit_data['premium_at_inception']) ? $lead_edit_data['premium_at_inception'] : '' ?>" type="text" class="form-control" id="premium_at_inception<?= $increment ?>" name="premium_at_inception[]"
placeholder="Enter Premium Paid" oninput="earnedPremiumCalc(this)"> placeholder="Enter Premium Paid" oninput="calculatePolicyMetrics(this)">
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="premium_date">Premium as on Date<span class="text-danger">*</span></label> <label for="premium_date">Premium as on Date<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['premium_date']) ? $lead_edit_data['premium_date'] : '' ?>" type="text" class="form-control" id="premium_date<?= $increment ?>" name="premium_date[]" <input value="<?= isset($lead_edit_data['premium_date']) ? $lead_edit_data['premium_date'] : '' ?>" type="text" class="form-control" id="premium_date<?= $increment ?>" name="premium_date[]"
placeholder="Enter Premium Date" oninput="incurredClaimSum(this); earnedPremiumCalc(this)"> placeholder="Enter Premium Date" oninput="calculatePolicyMetrics(this)">
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="earned_premium">Earned Premium<span class="text-danger">*</span></label> <label for="earned_premium">Earned Premium<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['earned_premium']) ? $lead_edit_data['earned_premium'] : '' ?>" type="text" class="form-control" id="earned_premium<?= $increment ?>" name="earned_premium[]" <input value="<?= isset($lead_edit_data['earned_premium']) ? $lead_edit_data['earned_premium'] : '' ?>" type="text" class="form-control" id="earned_premium<?= $increment ?>" name="earned_premium[]"
placeholder="Enter Earned Premium" oninput="incurredClaimSum(this)"> placeholder="Enter Earned Premium" oninput="calculatePolicyMetrics(this)" readonly>
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="annualised_claims">Annualised Claims<span class="text-danger">*</span></label> <label for="annualised_claims">Annualised Claims<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['annualised_claims']) ? $lead_edit_data['annualised_claims'] : '' ?>" type="text" class="form-control" id="annualised_claims<?= $increment ?>" name="annualised_claims[]" <input value="<?= isset($lead_edit_data['annualised_claims']) ? $lead_edit_data['annualised_claims'] : '' ?>" type="text" class="form-control" id="annualised_claims<?= $increment ?>" name="annualised_claims[]"
placeholder="Enter Annualised Claims" oninput="incurredClaimSum(this)"> placeholder="Enter Annualised Claims" oninput="calculatePolicyMetrics(this)" readonly>
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="incurred_claims_ratio">Incurred Claims Ratio<span <label for="incurred_claims_ratio">Incurred Claims Ratio(%) <span
class="text-danger">*</span></label> class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['incurred_claims_ratio']) ? $lead_edit_data['incurred_claims_ratio'] : '' ?>" type="text" class="form-control" id="incurred_claims_ratio<?= $increment ?>" <input value="<?= isset($lead_edit_data['incurred_claims_ratio']) ? $lead_edit_data['incurred_claims_ratio'] : '' ?>" type="text" class="form-control" id="incurred_claims_ratio<?= $increment ?>"
name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio"> name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio" readonly>
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="earned_claims_ratio">Earned Claims Ratio<span class="text-danger">*</span></label> <label for="earned_claims_ratio">Earned Claims Ratio(%) <span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['earned_claims_ratio']) ? $lead_edit_data['earned_claims_ratio'] : '' ?>" type="text" class="form-control" id="earned_claims_ratio<?= $increment ?>" name="earned_claims_ratio[]" <input value="<?= isset($lead_edit_data['earned_claims_ratio']) ? $lead_edit_data['earned_claims_ratio'] : '' ?>" type="text" class="form-control" id="earned_claims_ratio<?= $increment ?>" name="earned_claims_ratio[]"
placeholder="Enter Earned Claims Ratio"> placeholder="Enter Earned Claims Ratio" readonly>
</div> </div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<span class="info-icon-wrapper">
<i class="fa fa-info-circle text-primary"></i>
<div class="info-tooltip">
<strong>Formulas:</strong><br>
1. Incurred Claims = Paid Claims + Outstanding Claims<br>
2. Policy Run Days = Incurred Claim Date - Policy Start Date + 1<br>
3. Earned Premium = (Premium as on Date / 365) × 364<br>
4. Annualised Claims = (Incurred Claims / Policy Run Days) × 365<br>
5. Incurred Claim Ratio = Annualised Claims / Premium as on Date<br>
6. Earned Claims Ratio = Annualised Claims / Earned Premium
</div>
</span>
</div>
<!-- <div class="form-group col-md-3 renewalFields" style="display: none;"> <!-- <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="location">Location <span class="text-danger">*</span></label> <label for="location">Location <span class="text-danger">*</span></label>
<input value="<?php //echo isset($lead_edit_data['location']) ? $lead_edit_data['location'] : '' ?>" type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location"> <input value="<?php //echo isset($lead_edit_data['location']) ? $lead_edit_data['location'] : '' ?>" type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location">
@ -135,6 +153,29 @@
</div> </div>
<div class="form-row">
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="exp_emp_count"> No of Employees at Expiry <span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['exp_emp_count']) ? $lead_edit_data['exp_emp_count'] : '' ?>" type="text" class="form-control" id="exp_emp_count" name="exp_emp_count[]"
placeholder="Enter Lives">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="exp_dept_count"> No of Dependents at Expiry <span
class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['exp_dept_count']) ? $lead_edit_data['exp_dept_count'] : '' ?>" type="text" class="form-control" id="exp_dept_count" name="exp_dept_count[]"
placeholder="Enter Lives">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="exp_no_of_lives"> Total Lives at Expiry <span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['exp_no_of_lives']) ? $lead_edit_data['exp_no_of_lives'] : '' ?>" type="text" class="form-control" id="exp_no_of_lives" name="exp_no_of_lives[]"
placeholder="Enter Lives">
</div>
</div>
<div class="form-row"> <div class="form-row">
<div class="form-group col-md-3 renewalFields" style="display: none;"> <div class="form-group col-md-3 renewalFields" style="display: none;">
@ -162,25 +203,3 @@
</div> </div>
<div class="form-row">
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="exp_emp_count"> No of Employees at Expiry <span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['exp_emp_count']) ? $lead_edit_data['exp_emp_count'] : '' ?>" type="text" class="form-control" id="exp_emp_count" name="exp_emp_count[]"
placeholder="Enter Lives">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="exp_dept_count"> No of Dependents at Expiry <span
class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['exp_dept_count']) ? $lead_edit_data['exp_dept_count'] : '' ?>" type="text" class="form-control" id="exp_dept_count" name="exp_dept_count[]"
placeholder="Enter Lives">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="exp_no_of_lives"> Total Lives at Expiry <span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['exp_no_of_lives']) ? $lead_edit_data['exp_no_of_lives'] : '' ?>" type="text" class="form-control" id="exp_no_of_lives" name="exp_no_of_lives[]"
placeholder="Enter Lives">
</div>
</div>