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CHANGE_LEAD_MODULE_WORKING : RV

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This commit is contained in:
VENKATESHWARAN 2024-12-21 18:19:45 +05:30
parent 0ad5e8d5cc
commit ad2b8e9782
6 changed files with 1106 additions and 150 deletions
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103
app/Controllers/LeadsController.php
View File

@ -169,6 +169,13 @@ class LeadsController extends BaseController
{
// print_r($data); die;
$processedData = [];
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
// Get all uploaded files for 'file_name[]'
$files = $this->request->getFileMultiple('file_name');
// print_r($files); die;
foreach($data['policy_type_id'] as $index => $value){
@ -215,7 +222,21 @@ class LeadsController extends BaseController
}else{
$policy_end_date = null;
}
if(!empty($data['incurred_claims_date'][$index])){
$incurred_claims_date = change_date_format($data['incurred_claims_date'][$index], 'd/m/Y', 'Y-m-d');
}else{
$incurred_claims_date = null;
}
if(!empty($data['premium_date'][$index])){
$premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
}else{
$premium_date = null;
}
$file_name = file_Upload($files[$index], $uploadFilePath);
$processedData[] = [
'lead_type' => $data['lead_type'],
'issuer' => $data['issuer'],
@ -244,13 +265,36 @@ class LeadsController extends BaseController
'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,
'incurred_claims' => $data['incurred_claims'][$index] ?? 0,
'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,
'renewal_emp_count' => $data['renewal_emp_count'][$index] ?? 0,
'renewal_dept_count' => $data['renewal_dept_count'][$index] ?? 0,
'renewal_no_of_lives' => $data['renewal_no_of_lives'][$index] ?? 0,
'incept_emp_count' => $data['incept_emp_count'][$index] ?? 0,
'incept_dept_count' => $data['incept_dept_count'][$index] ?? 0,
'incept_no_of_lives' => $data['incept_no_of_lives'][$index] ?? 0,
'exp_emp_count' => $data['exp_emp_count'][$index] ?? 0,
'exp_dept_count' => $data['exp_dept_count'][$index] ?? 0,
'exp_no_of_lives' => $data['exp_no_of_lives'][$index] ?? 0,
'incurred_claims_date' => $incurred_claims_date,
'paid_claims' => $data['paid_claims'][$index] ?? 0,
'outstanding_claims' => $data['outstanding_claims'][$index] ?? 0,
'policy_run_days' => $data['policy_run_days'][$index] ?? 0,
'premium_at_inception' => $data['premium_at_inception'][$index] ?? 0,
'premium_date' => $premium_date,
'earned_premium' => $data['earned_premium'][$index] ?? 0,
'annualised_claims' => $data['annualised_claims'][$index] ?? 0,
'incurred_claims_ratio' => $data['incurred_claims_ratio'][$index] ?? 0,
'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
'file_name' => $file_name,
'status' => $data['status'] ?? null,
'notes' => $data['notes'] ?? null,
];
@ -332,13 +376,13 @@ class LeadsController extends BaseController
$data['rfq_data'] = $this->RFQModel
->where('lead_id', $id)
->where('type', $type)
// ->where('type', $type)
->where('is_active', 1)
->first();
$data['rfq_count'] = $this->RFQModel
->where('lead_id', $id)
->where('type', 1)
// ->where('type', 1)
->where('is_active', 1)
->countAllResults();
@ -352,7 +396,7 @@ class LeadsController extends BaseController
$data['lead_id'] = $id;
$lead_data = $this->leadsModel
->select('leads.*, policy_type.question_json')
->select('leads.*, policy_type.question_json, policy_type.policy_type')
->join('policy_type', 'leads.policy_type_id = policy_type.id')
->where('leads.id', $id)
->where('leads.is_active', 1)
@ -376,6 +420,8 @@ class LeadsController extends BaseController
}
public function createRFQ(){
// print_r($this->request->getPost('json')); die();
$data = $this->request->getPost();
$lead_id = $data['lead_id'];
@ -459,7 +505,8 @@ class LeadsController extends BaseController
{
$rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
// dd($rfq_data, $lead_id, $type);
// dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
// print_r($propsal_and_insurer); die;
$lead_data = [
'Insured' => $rfq_data['client_name'],
@ -470,11 +517,13 @@ class LeadsController extends BaseController
$data = json_decode($rfq_data['json'], true);
if($type == 2){
$data = $this->convertJsonForQCR($data, 'stc');
$data = $this->convertJsonForQCR($data, $type);
if($propsal_and_insurer !== null){
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
}
}else if($type == 1){
$data = $this->convertJsonForQCR($data, $type);
}
$spreadsheet = new Spreadsheet();
@ -687,11 +736,13 @@ class LeadsController extends BaseController
//gather lead info
$lead_data = $this->leadsModel
->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
->join('policy_type', 'leads.policy_type_id = policy_type.id')
->join('user_profiles', 'leads.created_by = user_profiles.id')
->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
->where('leads.id', $lead_id)
->first();
// print_r($lead_data ); die;
$cc_mails = [];
//get CC Mails
@ -699,6 +750,7 @@ class LeadsController extends BaseController
$cc_data = isset($params['cc']) ? $params['cc'] : "";
$param_cc_mail = json_decode($cc_data, true);
if (isset($param_cc_mail) && is_array($param_cc_mail) && count($param_cc_mail) > 0) {
// Fetch user data where ID is in the param_cc_mail array
$userData = $this->userModel
@ -714,13 +766,13 @@ class LeadsController extends BaseController
// print_r(json_encode($cc_mails)); die;
// If no emails were found, return an error response
if (empty($cc_mails)) {
return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
}
// if (empty($cc_mails)) {
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'No valid CC mail addresses found!'], 200);
// }
} else {
// Handle case where param_cc_mail is not valid
return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
}
}
@ -793,7 +845,12 @@ class LeadsController extends BaseController
$data = [
'proposel_data' => json_encode($lead_update_data),
'status' => 'won'
'status' => 'won',
'placement_date' => change_date_format($params['placement_date'], 'd/m/Y', 'Y-m-d'),
'utr_no' => $params['utr_no'],
'premium_amount' => $params['premium_amount'],
'total_amount' => $params['total_amount'],
'cd_amount' => $params['cd_amount'],
];
$this->leadsModel->where('id', $lead_id)->set($data)->update();
@ -835,7 +892,7 @@ class LeadsController extends BaseController
}
}
function transformProposelData($data, $proposel, $insurer){
public function transformProposelData($data, $proposel, $insurer){
// print_r($data['premium_data']['data']); die;
@ -943,14 +1000,17 @@ class LeadsController extends BaseController
}
function convertJsonForQCR($json, $type)
public function convertJsonForQCR($json, $type)
{
if ($json) {
// Deep copy of JSON
$first_json = json_decode(json_encode($json), true);
// dd($first_json);
// Column-wise Check: Remove headers and relevant data if qcr == 0
foreach ($json['proposal_data']['over_all_column_data'] as $proposalKey => $proposalData) {
if ($proposalData['stc'] == 0 || $proposalData['stc'] === false) {
// Remove matching parentHeader in headers
foreach ($first_json['table_data']['headers'] as $index => $header) {
@ -969,7 +1029,7 @@ class LeadsController extends BaseController
// Remove proposalKey from over_all_column_data
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]);
if($type == 'stc'){
if($type == 2){
// Remove proposalKey from premium_data
unset($first_json['premium_data']['data'][$proposalKey]);
}
@ -996,7 +1056,7 @@ class LeadsController extends BaseController
// Remove insurer from proposal's insurers array
unset($first_json['proposal_data']['over_all_column_data'][$proposalKey]['insurers'][$insurerIndex]);
if($type == 'stc'){
if($type == 2){
unset($first_json['premium_data']['data'][$proposalKey][$insurer['display_name']]);
}
}
@ -1302,4 +1362,11 @@ class LeadsController extends BaseController
}
//------------------------------------------------------------------------------------------------
public function transformMailContent()
{
}
}

30
app/Models/LeadsModel.php
View File

@ -37,7 +37,7 @@ class LeadsModel extends Model
'policy_start_date',
'policy_end_date',
'no_of_lives',
'claims',
'incurred_claims',
'location',
'proposed_insurer_id',
'proposed_insurer_branch_id',
@ -52,6 +52,34 @@ class LeadsModel extends Model
'updated_by',
'is_active',
'is_client_created',
'renewal_emp_count',
'renewal_dept_count',
'renewal_no_of_lives',
'incept_emp_count',
'incept_dept_count',
'incept_no_of_lives',
'exp_emp_count',
'exp_dept_count',
'exp_no_of_lives',
'file_name',
'incurred_claims_date',
'paid_claims',
'outstanding_claims',
'policy_run_days',
'premium_at_inception',
'premium_date',
'earned_premium',
'annualised_claims',
'incurred_claims_ratio',
'earned_claims_ratio',
'placement_date',
'utr_no',
'premium_amount',
'total_amount',
'cd_amount',
];

2
app/Models/RFQModel.php
View File

@ -76,7 +76,7 @@ class RFQModel extends Model
->join('tpa', 'leads.tpa_id = tpa.id', 'left')
->join('tpa_branch', 'leads.tpa_branch_id = tpa_branch.id', 'left')
->where('rfq.lead_id', $lead_id)
->where('rfq.type', $type)
// ->where('rfq.type', $type)
->where('rfq.is_active', 1)
->first();

418
app/Views/leads_form.php
View File

@ -32,6 +32,7 @@
color: white !important;
margin-right: 5px;
}
</style>
<div class="row" id="leads_form" style="display:none;">
@ -404,9 +405,33 @@ function getLeadsDataForEdit(input) {
$('#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);
$('#incurred_claims').val(res.data.incurred_claims);
$('#location').val(res.data.location);
let increment = 1;
// Other fields, set dynamically based on increment
$('#renewal_emp_count_' + increment).val(res.data.renewal_emp_count);
$('#renewal_dept_count_' + increment).val(res.data.renewal_dept_count);
$('#renewal_no_of_lives_' + increment).val(res.data.renewal_no_of_lives);
$('#incept_emp_count_' + increment).val(res.data.incept_emp_count);
$('#incept_dept_count_' + increment).val(res.data.incept_dept_count);
$('#incept_no_of_lives_' + increment).val(res.data.incept_no_of_lives);
$('#exp_emp_count_' + increment).val(res.data.exp_emp_count);
$('#exp_dept_count_' + increment).val(res.data.exp_dept_count);
$('#exp_no_of_lives_' + increment).val(res.data.exp_no_of_lives);
$('#incurred_claim_date_' + increment).val(res.data.incurred_claims_date);
$('#paid_claims_' + increment).val(res.data.paid_claims);
$('#outstanding_claims_' + increment).val(res.data.outstanding_claims);
$('#policy_run_days_' + increment).val(res.data.policy_run_days);
$('#premium_at_inception_' + increment).val(res.data.premium_at_inception);
$('#premium_date_' + increment).val(res.data.premium_date);
$('#earned_premium_' + increment).val(res.data.earned_premium);
$('#annualised_claims_' + increment).val(res.data.annualised_claims);
$('#incurred_claims_ratio_' + increment).val(res.data.incurred_claims_ratio);
$('#earned_claims_ratio_' + increment).val(res.data.earned_claims_ratio);
$('#file_name_display').text('Upload File Name : ' + res.data.file_name);
if (res.data.salse_person_id) {
selecSalsePerson(res.data.salse_person_id);
@ -419,12 +444,36 @@ function getLeadsDataForEdit(input) {
$('#freshDiv').hide();
$('.proposed_div').show().find('select, input').attr('required', 'required');
$('#policy_end_date, #policy_start_date, #claim').removeAttr('required');
$('.freashDiv').show()
$('.renewalDiv').hide()
$('.emp_title').text('No of Employees at Inception')
$('.depnd_title').text(' No of Dependents at Inception')
$('.total_title').text('Total Lives at Inception')
} 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');
if(res.data.lead_type == 1){
$('.freashDiv').hide()
$('.renewalDiv').show()
$('.emp_title').text('No of Employees')
$('.depnd_title').text('No of Dependents')
$('.total_title').text('Total Lives')
}else{
$('.freashDiv').show()
$('.renewalDiv').hide()
$('.emp_title').text('No of Employees at Inception')
$('.depnd_title').text(' No of Dependents at Inception')
$('.total_title').text('Total Lives at Inception')
}
}
@ -576,7 +625,6 @@ function getPolicyData(client_policy_id, increment_count) {
}
// Salse team user list data
function selecSalsePerson(salse_person_ids) {
@ -604,11 +652,29 @@ function addHTMLInput(check) {
const newRow = document.createElement('div');
newRow.className = 'form-row dynamic-form-row';
const newRow2 = document.createElement('div');
newRow2.className = 'form-row dynamic-form-row freashDiv';
const newRow3 = document.createElement('div');
newRow3.className = 'form-row dynamic-form-row';
const newRow4 = document.createElement('div');
newRow4.className = 'form-row dynamic-form-row freashDiv';
const newRow5 = document.createElement('div');
newRow5.className = 'form-row dynamic-form-row';
const newRow7 = document.createElement('div');
newRow7.className = 'form-row dynamic-form-row';
const newRow8 = document.createElement('div');
newRow8.className = 'form-row dynamic-form-row';
// Add an <hr> element
const hrElement = document.createElement('hr');
container.appendChild(hrElement);
// Set inner HTML with necessary input fields
// Main div
newRow.innerHTML += `
<div class="form-group col-md-3">
@ -656,28 +722,77 @@ function addHTMLInput(check) {
</div>
<div class="form-group col-md-3">
<label for="no_of_lives">No of Lives <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="no_of_lives" name="no_of_lives[]" placeholder="Enter Lives" required>
</div>
<div class="form-group col-md-3 proposed_div">
<label for="policy_start_date_${increment}">Date of Commencement <span class="text-danger"></span></label>
<input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC">
</div>
<div class="form-group col-md-3 proposed_div">
<div class="form-group col-md-3">
<label for="policy_end_date_${increment}">Date of Expiry <span class="text-danger"></span></label>
<input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE">
</div>
`;
<div class="form-group col-md-3">
<label for="claims">Claims <span class="text-danger"></span></label>
<input type="text" class="form-control" id="claims" name="claims[]" placeholder="Enter Claims">
// Incured claim div
newRow8.innerHTML += `
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="incurred_claim_date_${increment}">Incurred Claim Date<span class="text-danger"></span></label>
<input type="text" class="form-control incurred_claim" id="incurred_claim_date_${increment}" name="incurred_claim_date[]" placeholder="Enter DOE">
</div>
<div class="form-group col-md-3">
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="paid_claims_${increment}">Paid Claims<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="paid_claims_${increment}" name="paid_claims[]" placeholder="Enter Paid Claims" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="outstanding_claims_${increment}">Outstanding Claims<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="outstanding_claims_${increment}" name="outstanding_claims[]" placeholder="Enter Outstanding Claims" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="incurred_claims_${increment}">Incurred Claim<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="incurred_claims_${increment}" name="incurred_claims[]" placeholder="Enter Incurred Claim" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="policy_run_days_${increment}">Policy Run Days<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="policy_run_days_${increment}" name="policy_run_days[]" placeholder="Enter Policy Run Days" oninput="earnedPremiumCalc(this)">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="premium_at_inception_${increment}">Premium Paid at Inception<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="premium_at_inception_${increment}" name="premium_at_inception[]" placeholder="Enter Premium Paid" oninput="earnedPremiumCalc(this)">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="premium_date_${increment}">Premium Date<span class="text-danger"></span></label>
<input type="text" class="form-control" id="premium_date_${increment}" name="premium_date[]" placeholder="Enter Premium Date">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="earned_premium_${increment}">Earned Premium<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="earned_premium_${increment}" name="earned_premium[]" placeholder="Enter Earned Premium" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="annualised_claims_${increment}">Annualised Claims<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="annualised_claims_${increment}" name="annualised_claims[]" placeholder="Enter Annualised Claims" >
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="incurred_claims_ratio_${increment}">Incurred Claims Ratio<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="incurred_claims_ratio_${increment}" name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio" >
</div>
<div class="form-group col-md-3 freashDiv" style="display: none;">
<label for="earned_claims_ratio_${increment}">Earned Claims Ratio<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="earned_claims_ratio_${increment}" name="earned_claims_ratio[]" placeholder="Enter Earned Claims Ratio" >
</div>
<div class="form-group col-md-3 freashDiv">
<label for="location">Location <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" required>
<input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" >
</div>
<div class="form-group col-md-3 proposed_div" style="display: none;">
@ -708,13 +823,99 @@ function addHTMLInput(check) {
</select>
</div>
`;
//renewal div
newRow2.innerHTML += `
<div class="form-group col-md-3">
<label for="renewal_emp_count_${increment}"> No of Employees at Renewal <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_emp_count_${increment}" name="renewal_emp_count[]" placeholder="Enter Lives" >
</div>
<div class="form-group col-md-3">
<label for="renewal_dept_count_${increment}"> No of Dependents at Renewal <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_dept_count_${increment}" name="renewal_dept_count[]" placeholder="Enter Lives" >
</div>
<div class="form-group col-md-3">
<label for="renewal_no_of_lives_${increment}"> Total Lives at Renewal <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_no_of_lives_${increment}" name="renewal_no_of_lives[]" placeholder="Enter Lives" >
</div>
`;
//inception div
newRow3.innerHTML += `
<div class="form-group col-md-3">
<label for="incept_emp_count_${increment}" class="emp_title"> No of Employees at Inception <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="incept_emp_count_${increment}" name="incept_emp_count[]" placeholder="Enter Lives" >
</div>
<div class="form-group col-md-3">
<label for="incept_dept_count_${increment}" class="depnd_title"> No of Dependents at Inception <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="incept_dept_count_${increment}" name="incept_dept_count[]" placeholder="Enter Lives" >
</div>
<div class="form-group col-md-3">
<label for="incept_no_of_lives_${increment}" class="total_title"> Total Lives at Inception <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="incept_no_of_lives_${increment}" name="incept_no_of_lives[]" placeholder="Enter Lives" >
</div>
`;
//expiry div
newRow4.innerHTML += `
<div class="form-group col-md-3">
<label for="exp_emp_count_${increment}"> No of Employees at Expiry <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="exp_emp_count_${increment}" name="exp_emp_count[]" placeholder="Enter Lives" >
</div>
<div class="form-group col-md-3">
<label for="exp_dept_count_${increment}"> No of Dependents at Expiry <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="exp_dept_count_${increment}" name="exp_dept_count[]" placeholder="Enter Lives" >
</div>
<div class="form-group col-md-3">
<label for="exp_no_of_lives_${increment}"> Total Lives at Expiry <span class="text-danger">*</span></label>
<input type="text" class="form-control" id="exp_no_of_lives_${increment}" name="exp_no_of_lives[]" placeholder="Enter Lives" >
</div>
`;
//file upload div
newRow7.innerHTML += `
<div class="form-group col-md-3">
<label for="file_upload">File Upload<span class="text-danger">*</span></label>
<input type="file" class="form-control" id="file_name" name="file_name[]" required>
<span class="text-danger" id="file_name_display"></span>
</div>
`;
//button div
newRow5.innerHTML += `
<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(1)">+</a>
</div>
`;
container.appendChild(newRow);
container.appendChild(newRow8);
const hrElement2 = document.createElement('hr');
container.appendChild(hrElement2);
container.appendChild(newRow3);
container.appendChild(newRow2);
container.appendChild(newRow4);
container.appendChild(newRow7);
container.appendChild(newRow5);
var lead_type = $('#lead_type').val();
@ -722,9 +923,32 @@ function addHTMLInput(check) {
if (lead_type == 2) {
// $('.proposed_div').show().find('select, input').attr('required', 'required');
$('.proposed_div').show();
$('.freashDiv').show()
$('.renewalDiv').hide()
$('.emp_title').text('No of Employees at Inception')
$('.depnd_title').text(' No of Dependents at Inception')
$('.total_title').text('Total Lives at Inception')
} else {
// $('.proposed_div').hide().find('select, input').removeAttr('required');
$('.proposed_div').hide()
if(lead_type == 1){
$('.freashDiv').hide()
$('.renewalDiv').show()
$('.emp_title').text('No of Employees')
$('.depnd_title').text('No of Dependents')
$('.total_title').text('Total Lives')
}else{
$('.freashDiv').show()
$('.renewalDiv').hide()
$('.emp_title').text('No of Employees at Inception')
$('.depnd_title').text(' No of Dependents at Inception')
$('.total_title').text('Total Lives at Inception')
}
}
// Scroll the newly added select into view and focus on it
@ -747,6 +971,24 @@ function addHTMLInput(check) {
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);
console.log('this object', this);
console.log('id of this element:', this.element);
console.log('id of this element:', this.element.id);
let increment = this.element.id.split('_').pop();
console.log(increment); // Outputs: 1
console.log('increment', increment);
console.log('policy_start_datePicker selectedDates', selectedDates);
console.log('policy_start_datePicker incurred_claim_', $("#incurred_claim_" + increment).val());
// Recalculate policy_run_days if incurred claim date is already selected
if ($("#incurred_claim_date_" + increment).val()) {
console.log('policy_start_datePicker selectedDates', selectedDates);
calculatePolicyRunDays(increment);
}
}
});
@ -755,6 +997,34 @@ function addHTMLInput(check) {
allowInput: false
});
var incurred_claim_datepicker = flatpickr("#incurred_claim_date_" + increment, {
dateFormat: "d/m/Y",
allowInput: false,
onChange: function(selectedDates) {
console.log('this object', this);
console.log('id of this element:', this.id);
let increment = this.element.id.split('_').pop();
console.log(increment); // Outputs: 1
console.log('selectedDates', selectedDates);
console.log('policy_start_date_', $("#policy_start_date_" + increment).val());
// Recalculate policy_run_days if policy start date is already selected
if ($("#policy_start_date_" + increment).val()) {
console.log('selectedDates', selectedDates);
calculatePolicyRunDays(increment);
}
}
});
var premium_date_datepicker = flatpickr("#premium_date_" + increment, {
dateFormat: "d/m/Y",
allowInput: false
});
$('#source_policy_id').on('change', function(){
let client_policy_id = $(this).val();
console.log('client_policy_id', client_policy_id)
@ -790,6 +1060,97 @@ function removeHTMLInput(element)
}
}
function calculatePolicyRunDays(increment) {
console.log('calculatePolicyRunDays function called');
var policyStartDate = flatpickr.parseDate($("#policy_start_date_" + increment).val(), "d/m/Y");
var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_" + increment).val(), "d/m/Y");
console.log('policyStartDate', policyStartDate)
console.log('incurredClaimDate', incurredClaimDate)
if (policyStartDate && incurredClaimDate) {
var timeDiff = incurredClaimDate - policyStartDate; // Time difference in milliseconds
console.log('timeDiff', timeDiff);
var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24)); // 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);
// Prevent division by zero in annualised claims calculation
let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
console.log('annualised_claims', annualised_claims);
$('#annualised_claims_' + increment).val(annualised_claims);
// ------------------------------------------------------------------------------------------
// Prevent division by zero in incurred claim ratio calculation
let incurred_claim_ratio = annualised_claims > 0 ? incurred_claims / annualised_claims : 0;
console.log('incurred_claim_ratio', incurred_claim_ratio);
$('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio);
// ------------------------------------------------------------------------------------------
let earned_premium = Number($('#earned_premium_' + increment).val()) || 0;
console.log('earned_premium', earned_premium);
// Prevent division by zero in earned claims ratio calculation
let earned_claims_ratio = earned_premium > 0 ? incurred_claims / earned_premium : 0;
console.log('earned_claims_ratio', earned_claims_ratio);
$('#earned_claims_ratio_' + increment).val(earned_claims_ratio);
}
function earnedPremiumCalc(input) {
let increment = input.id.split('_').pop(); // Extract the increment part
console.log('increment', increment);
// Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
let premium_at_inception = Number($('#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 = policy_run_days > 0 ? premium_at_inception / policy_run_days : 0;
console.log('earned_premium', earned_premium);
// Set the calculated value with two decimal places
$('#earned_premium_' + increment).val(earned_premium.toFixed(2));
}
//---------------------------------------------------------------------------------------------------------
$("#leads_form_id").submit(function(event) {
@ -876,6 +1237,8 @@ $('#lead_type').change(function() {
$('#policy_start_date').removeAttr('required');
$('#claims').removeAttr('required');
$('#freshDiv').hide();
$('.freashDiv').show()
$('.renewalDiv').hide()
$('#gst').val('');
$('#pan').val('');
@ -885,6 +1248,10 @@ $('#lead_type').change(function() {
$('#contact_person_mobile').val('');
$('#contact_person_email').val('');
$('.emp_title').text('No of Employees at Inception')
$('.depnd_title').text(' No of Dependents at Inception')
$('.total_title').text('Total Lives at Inception')
} else {
$('#renewalDiv').find('select, input').removeAttr('required');
@ -905,6 +1272,23 @@ $('#lead_type').change(function() {
$('#client_name').val('');
$('#client_short_name').val('');
$('#entity_type_id').val('');
if(value == 1){
$('.freashDiv').hide()
$('.renewalDiv').show()
$('.emp_title').text('No of Employees')
$('.depnd_title').text('No of Dependents')
$('.total_title').text('Total Lives')
}else{
$('.freashDiv').show()
$('.renewalDiv').hide()
$('.emp_title').text('No of Employees at Inception')
$('.depnd_title').text(' No of Dependents at Inception')
$('.total_title').text('Total Lives at Inception')
}
}
})
@ -929,6 +1313,12 @@ function tpaChange(input, unique_id) {
//-----------------------------------------------------------------------------------------------------------
function sumOfLives(input){
}
//-----------------------------------------------------------------------------------------------------------
function getURLParamsForReport() {
const params = new URLSearchParams(window.location.search);

4
app/Views/leads_list.php
View File

@ -102,11 +102,11 @@ table.dataTable tbody td {
<a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 1; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
<i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>RFQ
</a>
<?php if($row['qcr_count'] > 0) { ?>
<!-- <?php if($row['qcr_count'] > 0) { ?>
<a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 2; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
<i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>QCR
</a>
<?php } ?>
<?php } ?> -->
</div>
</div>
</td>

699
app/Views/view_rfq.php
View File

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