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CHANGE_BDS_CHANGES : RV

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VENKATESHWARAN 2025-10-15 15:25:14 +05:30
parent 291037fdaa
commit aec914c988
14 changed files with 3216 additions and 2654 deletions
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8
app/Controllers/ClientController.php
View File

@ -518,8 +518,8 @@ class ClientController extends AdminController
public function updateEmpAndPolicyStatus() public function updateEmpAndPolicyStatus()
{ {
$return = $this->clientPolicyModel->updateStatus(); $return = $this->clientPolicyModel->updateStatus();
return $return;
$this->myLogger->logme('error', 'Client Policy Status Update Count: {data}', ['data' => $return['client']]); $this->myLogger->logme('error', 'Client Policy Status Update Count: {data}', ['data' => $return['client']]);
$this->myLogger->logme('error', 'Employee Policy Status Update Count: {data}', ['data' => $return['emp']]); $this->myLogger->logme('error', 'Employee Policy Status Update Count: {data}', ['data' => $return['emp']]);
} }
@ -5066,10 +5066,12 @@ class ClientController extends AdminController
->where('policy_no', $policy_no) ->where('policy_no', $policy_no)
->countAllResults(); ->countAllResults();
$client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('policy_status', 1)->where('policy_no', trim($policy_no))->first();
if ($data > 0) { if ($data > 0) {
return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data], 200); return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200);
} else { } else {
return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200); return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200);
} }
} }

15
app/Controllers/DashboardController.php
View File

@ -225,20 +225,23 @@ class DashboardController extends AdminController
$pendingActionsController = new PendingActionsController; $pendingActionsController = new PendingActionsController;
$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard(); $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);
//BDS dashboard data
// $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
// $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
// $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
// $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
$businessTeamData = [];
$financeTeamData = [];
$businessTeamStatusData = [];
$financeTeamStatusData = [];
$data['client_branch_emp_list'] = $results; $data['client_branch_emp_list'] = $results;
$session = \Config\Services::session(); $session = \Config\Services::session();
$session->set('enrollment_data', json_encode($data)); $session->set('enrollment_data', json_encode($data));
// echo "<pre>";
$data['pendingActionsData'] = $pendingActionsData; $data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0; $data['businessTeamCount'] = count($businessTeamData) ?? 0;
// dd($businessTeamData);
$data['financeTeamCount'] = count($financeTeamData) ?? 0; $data['financeTeamCount'] = count($financeTeamData) ?? 0;
$data['businessTeamStatusData'] = $businessTeamStatusData; $data['businessTeamStatusData'] = $businessTeamStatusData;
$data['financeTeamStatusData'] = $financeTeamStatusData; $data['financeTeamStatusData'] = $financeTeamStatusData;

47
app/Controllers/EmployeeController.php
View File

@ -35,7 +35,7 @@ use App\Controllers\JobWorker;
use App\Controllers\Jobs\SubJob; use App\Controllers\Jobs\SubJob;
use App\Controllers\EmployeeServiceController; use App\Controllers\EmployeeServiceController;
use App\Controllers\EmpDataServiceController; use App\Controllers\EmpDataServiceController;
use App\Models\ThzMasterModel;
use CodeIgniter\API\ResponseTrait; use CodeIgniter\API\ResponseTrait;
use PhpOffice\PhpSpreadsheet\Spreadsheet; use PhpOffice\PhpSpreadsheet\Spreadsheet;
@ -1471,6 +1471,7 @@ class EmployeeController extends AdminController
$template_data_path = WRITEPATH . 'e_card_template/'; $template_data_path = WRITEPATH . 'e_card_template/';
// $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html'; // $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html';
$tpa_short_name = 'common.html'; $tpa_short_name = 'common.html';
// $tpa_short_name = 'new_ecard.html';
$final_path = $template_data_path . $tpa_short_name; $final_path = $template_data_path . $tpa_short_name;
$this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path); $this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path);
@ -1523,9 +1524,11 @@ class EmployeeController extends AdminController
'{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png', '{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png',
'{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png', '{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png',
'{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png', '{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png',
'{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png',
]; ];
$placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id); $placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id);
$placeholders['{NETWORK_HOSPITAL}'] = $this->generateNetworkHospitalsForEcard($value['network_hospitals']);
foreach ($placeholders as $placeholder => $replaceValue) { foreach ($placeholders as $placeholder => $replaceValue) {
$htmlContent = str_replace($placeholder, $replaceValue, $htmlContent); $htmlContent = str_replace($placeholder, $replaceValue, $htmlContent);
@ -1534,13 +1537,23 @@ class EmployeeController extends AdminController
$html .= $htmlContent; $html .= $htmlContent;
} }
// return $html;
// DomPdf // DomPdf
$options = new Options(); $options = new Options();
$options->set('isRemoteEnabled', true); $options->set('isRemoteEnabled', true);
$options->set('isHtml5ParserEnabled', true); $options->set('isHtml5ParserEnabled', true);
$dompdf = new Dompdf($options); $dompdf = new Dompdf($options);
$dompdf->loadHtml('<style>@page { margin: 0; }</style>' . $html); // remove the margin // $dompdf->loadHtml('<style>@page { margin: 0; }</style>' . $html); // remove the margin
$dompdf->loadHtml('
<style>
@page { margin: 0; }
@import url("https://fonts.googleapis.com/css2?family=Lato:wght@400;700&display=swap");
body { font-family: "Lato", sans-serif !important; }
</style>
' . $html
);
$dompdf->setPaper('A4', 'portrait'); $dompdf->setPaper('A4', 'portrait');
$dompdf->render(); $dompdf->render();
@ -2940,19 +2953,42 @@ class EmployeeController extends AdminController
// Generate the HTML content // Generate the HTML content
$html = ''; $html = '';
$level_index = 1;
foreach ($levels as $level => $contacts) { foreach ($levels as $level => $contacts) {
$displayLevel = $level == 3 ? 1 : 2; // Switch levels for display $displayLevel = $level == 3 ? 1 : 2; // Switch levels for display
$html .= '<br>Level ' . $displayLevel . '<br>'; if($level_index == 1){
$html .= 'Level ' . $displayLevel . '<br>';
}else{
$html .= '<br> Level ' . $displayLevel . '<br>';
}
foreach ($contacts as $index => $contact) { foreach ($contacts as $index => $contact) {
$html .= ($index + 1) . '. ' . $contact['first_name'] . ' / ' . $contact['mobile'] . ' / ' . $contact['email'] . '<br>'; $html .= ($index + 1) . '. ' . $contact['first_name'] . ' / ' . $contact['mobile'] . ' / ' . $contact['email'] . '<br>';
} }
$level_index++;
} }
$html .= '<br><br><br>'; $html .= '<br>';
return $html; return $html;
} }
public function generateNetworkHospitalsForEcard($network_hospitals)
{
$html = "";
if (!empty($network_hospitals)) {
$html = '<div style="margin-top: 6px;">
<span style="font-weight: 500;">Network Hospital:</span>
<a href="' . $network_hospitals . '" target="_blank" style="color: #0066cc; text-decoration: none; display: inline-block; max-width: 200px; overflow: hidden; text-overflow: ellipsis; white-space: nowrap; vertical-align: bottom;">' . $network_hospitals . '</a>
</div>';
}
// For debugging
// print_r($html); die;
return $html;
}
public function getBatchFileData() public function getBatchFileData()
{ {
$file_id = $this->request->getGet('file_id'); $file_id = $this->request->getGet('file_id');
@ -3065,7 +3101,8 @@ class EmployeeController extends AdminController
} else { } else {
$text = "create"; $text = "create";
$data['created_by'] = get_session_userid(); $data['created_by'] = get_session_userid();
$this->thzMasterModel->insert($data); $thzMasterModel = new ThzMasterModel();
$thzMasterModel->insert($data);
$insertID = $this->partnerEndorsementRequestModel->insertID(); $insertID = $this->partnerEndorsementRequestModel->insertID();
$result = true; $result = true;
} }

107
app/Controllers/PolicyTransactionController.php
View File

@ -263,6 +263,7 @@ class PolicyTransactionController extends BaseController
$data = $this->preparePolicyData(); $data = $this->preparePolicyData();
$data['cd_ac_pk'] = $this->request->getPost('cd_ac_no'); $data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
$data['issuer'] = 2; $data['issuer'] = 2;
$data['status'] = 'completed';
$this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data)); $this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
@ -278,7 +279,6 @@ class PolicyTransactionController extends BaseController
$data = $this->request->getPost(); $data = $this->request->getPost();
// print_r($data); die; // print_r($data); die;
// var_dump($data); die;
if (empty($data['policy_issue_date'])) { if (empty($data['policy_issue_date'])) {
$data['policy_issue_date'] = null; $data['policy_issue_date'] = null;
@ -306,7 +306,6 @@ class PolicyTransactionController extends BaseController
$data['last_action_date'] = change_date_format($data['last_action_date']); $data['last_action_date'] = change_date_format($data['last_action_date']);
} }
// Separate Insurer and TPA Branch IDs and IDs // Separate Insurer and TPA Branch IDs and IDs
if (isset($data['insurer_id']) && !empty($data['insurer_id'])) { if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']); list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
@ -375,6 +374,7 @@ class PolicyTransactionController extends BaseController
$pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert); $pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
$client_policy_id = null;
if ($data['ct_type'] == 2) { if ($data['ct_type'] == 2) {
$client_policy_insert_data = $this->prepareClientPolicyInsertData($data); $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
$client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data); $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
@ -393,7 +393,6 @@ class PolicyTransactionController extends BaseController
$clientController = new ClientController(); $clientController = new ClientController();
$data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']); $data['client_kyc_primary_table'] = $clientController->generateKycPrimaryTable($data['client_id']);
$data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']); $data['client_kyc_other_table'] = $clientController->generateKycOthersTable($data['client_id']);
$data['entity_type_id'] = $client_data['entity_type_id']; $data['entity_type_id'] = $client_data['entity_type_id'];
return $this->respondSuccess($insert, "Policy transaction created successfully", $data); return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
@ -434,20 +433,20 @@ class PolicyTransactionController extends BaseController
} }
} }
if($old_pt_data['status'] != "completed"){ // if($old_pt_data['status'] != "completed"){
if ($data['status'] == 'completed' && $data['ct_type'] == 2) { // if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) { // if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
$this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id); // $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
} // }
} // }
} // }
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll(); $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
} }
if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){ if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
$policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first(); $policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
$this->cdCorrection($policy_data, $data['cd_amt_changed']); $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
} }
$client_data = $this->clientModel->where('id', $data['client_id'])->first(); $client_data = $this->clientModel->where('id', $data['client_id'])->first();
@ -469,10 +468,6 @@ class PolicyTransactionController extends BaseController
{ {
// Prepare data for insertion and updating // Prepare data for insertion and updating
$coShareDetails = []; $coShareDetails = [];
// print_r($data); die;
// die;
if (isset($data['co_share_id']) && !empty($data['co_share_id'])) { if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
$this->removePtCoShareRecords($data['co_share_id'], $pt_id); $this->removePtCoShareRecords($data['co_share_id'], $pt_id);
} }
@ -566,7 +561,6 @@ class PolicyTransactionController extends BaseController
} }
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die; // print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
// print_r($coShareDetails); // print_r($coShareDetails);
// die; // die;
@ -630,7 +624,8 @@ class PolicyTransactionController extends BaseController
'updated_by' => get_session_userid(), 'updated_by' => get_session_userid(),
'event_name' => 'inception', 'event_name' => 'inception',
'is_active' => 1, 'is_active' => 1,
'cd_ac_pk' => $data['cd_ac_pk'] 'cd_ac_pk' => $data['cd_ac_pk'],
'pt_id' => $policyTranId ?? null,
]; ];
$result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid()); $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
@ -641,7 +636,7 @@ class PolicyTransactionController extends BaseController
} }
} }
private function cdCorrection($data, $amt) private function cdCorrection($data, $amt, $policyTranId)
{ {
$totalAmount = (int)($amt ?? 0); $totalAmount = (int)($amt ?? 0);
$description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.'; $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
@ -659,7 +654,8 @@ class PolicyTransactionController extends BaseController
'updated_by' => get_session_userid(), 'updated_by' => get_session_userid(),
'event_name' => 'inception', 'event_name' => 'inception',
'is_active' => 1, 'is_active' => 1,
'cd_ac_pk' => $data['cd_ac_pk'] 'cd_ac_pk' => $data['cd_ac_pk'],
'pt_id' => $policyTranId ?? null,
]; ];
DepositHelper::saveDeposit($cdTransactionData, get_session_userid()); DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
@ -1039,13 +1035,22 @@ class PolicyTransactionController extends BaseController
$data['is_active'] = 0; $data['is_active'] = 0;
$policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first(); $policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){ if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
$this->policyTransactionModel->where('id', $id)->set($data)->update(); $this->policyTransactionModel->where('id', $id)->set($data)->update();
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update(); $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
$this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update(); $this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
$this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update(); $this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
$cd_transaction_model = new ClientDepositModel();
$this->$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
}else{ }else{
$this->policyTransactionModel->where('id', $id)->set($data)->update(); $this->policyTransactionModel->where('id', $id)->set($data)->update();
$this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update(); $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
$cd_transaction_model = new ClientDepositModel();
$this->$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
} }
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200); return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
} else { } else {
@ -1173,6 +1178,7 @@ class PolicyTransactionController extends BaseController
{ {
$id = $this->request->getPost('id'); $id = $this->request->getPost('id');
$data = $this->preparePolicyTransactionData(); $data = $this->preparePolicyTransactionData();
$data['status'] = 'completed';
// print_r($data); die; // print_r($data); die;
if (!$id) { if (!$id) {
@ -1340,9 +1346,9 @@ class PolicyTransactionController extends BaseController
if ($update) { if ($update) {
$this->insertTransactionStatus($id, $data, 1); $this->insertTransactionStatus($id, $data, 1);
if($old_endorse_data['status'] != "completed"){ // if($old_endorse_data['status'] != "completed"){
$this->handleCompletedStatus($data, $id); // $this->handleCompletedStatus($data, $id);
} // }
$this->insertOrUpdateCoShareDetails($data, $id); $this->insertOrUpdateCoShareDetails($data, $id);
@ -1358,30 +1364,33 @@ class PolicyTransactionController extends BaseController
$tolamt = (int) $data['total'][0] ?? 0; $tolamt = (int) $data['total'][0] ?? 0;
$description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' . if(!empty($tolamt)){
($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)'; $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
$cd_tranction_data = [ $cd_tranction_data = [
'amount' => abs($tolamt), 'amount' => abs($tolamt),
'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4, 'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
'client_id' => $data['client_id'], 'client_id' => $data['client_id'],
'client_policy_id' => $data['client_policy_id'], 'client_policy_id' => $data['client_policy_id'],
'endorsement_no' => null, 'endorsement_no' => null,
'cd_ac_no' => $data['cd_ac_no'] ?? null, 'cd_ac_no' => $data['cd_ac_no'] ?? null,
'insurer_id' => $data['insurer_id'], 'insurer_id' => $data['insurer_id'],
'description' => $description, 'description' => $description,
'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit', 'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
'updated_by' => get_session_userid(), 'updated_by' => get_session_userid(),
'event_name' => $data['action_type'], 'event_name' => $data['action_type'],
'is_active' => 1, 'is_active' => 1,
'cd_ac_pk' => $data['cd_ac_pk'] ?? null, 'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
]; 'pt_id' => $policy_tran_id ?? null,
];
$result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid()); $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
if(isset($result['success']) && $result['success']){ if(isset($result['success']) && $result['success']){
$update_data['ct_tran_id'] = $result['insert_id']; $update_data['ct_tran_id'] = $result['insert_id'];
$this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update(); $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
}
} }
} }
@ -1412,12 +1421,12 @@ class PolicyTransactionController extends BaseController
->first(); ->first();
$pt_id = null; $pt_id = null;
if(!empty($data)){ if(!empty($data)){
$inception_data = $this->policyTransactionModel->where('policy_no', $data['policy_no'])->where('client_id', $data['client_id'])->first(); $inception_data = $this->policyTransactionModel->where('policy_no', $data['policy_no'])->where('client_id', $data['client_id'])->first();
$pt_id = $inception_data['id']; $pt_id = $inception_data['id'];
} }
if (!empty($data['policy_start_date'])) { if (!empty($data['policy_start_date'])) {
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y'); $data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
} }
@ -1578,6 +1587,16 @@ class PolicyTransactionController extends BaseController
// print_r($data['endorse_eff_date']); die; // print_r($data['endorse_eff_date']); die;
$pt_bp_amt = $this->PTCOShareDetailsModel
->select('bp_amt, amount')
->where('pt_id', $id)
->where('co_share_type', 1)
->where('is_active', 1)
->first();
// dd(db_connect()->getLastQuery() ,$pt_bp_amt);
$data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
if ($data) { if ($data) {
return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200); return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
} else { } else {

3
app/Helpers/DepositHelper.php
View File

@ -66,7 +66,8 @@ class DepositHelper
'updated_by' => $data['updated_by'], 'updated_by' => $data['updated_by'],
'balance' => $newBalance, // Include the new balance in the data array 'balance' => $newBalance, // Include the new balance in the data array
'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null, 'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null,
'record_date' => $data['record_date'] ?? null 'record_date' => $data['record_date'] ?? null,
'policy_transaction_id' => $data['pt_id'] ?? null
]; ];
// Insert data and get the insert ID // Insert data and get the insert ID

3
app/Models/ClientDepositModel.php
View File

@ -28,7 +28,8 @@ class ClientDepositModel extends Model
"event_name", "event_name",
"unit", "unit",
"cd_ac_pk", "cd_ac_pk",
"record_date" "record_date",
"policy_transaction_id",
]; ];

4
app/Models/EmployeePolicyModel.php
View File

@ -1471,7 +1471,7 @@ class EmployeePolicyModel extends Model
ep.tpa_id, ep.tpa_id,
ep.uhid, ep.uhid,
ep.policy_end_date, cp.policy_end_date,
ep.basic_cover_si, ep.basic_cover_si,
clients.client_name, clients.client_name,
@ -1537,7 +1537,7 @@ class EmployeePolicyModel extends Model
ep.tpa_id, ep.tpa_id,
ep.uhid, ep.uhid,
ep.policy_end_date, cp.policy_end_date,
ep.basic_cover_si, ep.basic_cover_si,
clients.client_name, clients.client_name,

22
app/Models/PolicyTransactionModel.php
View File

@ -305,7 +305,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) { if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-30 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -881,7 +881,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) { if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-60 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
if (empty($where)) { if (empty($where)) {
@ -1060,7 +1060,7 @@ class PolicyTransactionModel extends Model
// Default to Last 30 Days if No Filters Are Applied // Default to Last 30 Days if No Filters Are Applied
if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) { if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
$fromDate = date('Y-m-d', strtotime('-60 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -1108,7 +1108,7 @@ class PolicyTransactionModel extends Model
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left') ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left') ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left') ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left') ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1) ->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception'); ->where('policy_transaction.action_type !=', 'inception');
@ -1163,7 +1163,7 @@ class PolicyTransactionModel extends Model
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) { if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-60 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -1313,7 +1313,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate); ->where('policy_transaction.' . $date_type . '<=', $endDate);
} else { } else {
$fromDate = date('Y-m-d', strtotime('-30 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -1416,7 +1416,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate); ->where('policy_transaction.' . $date_type . '<=', $endDate);
} else { } else {
$fromDate = date('Y-m-d', strtotime('-30 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -1457,7 +1457,7 @@ class PolicyTransactionModel extends Model
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0) public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{ {
$dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days")); $dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
$builder = $this->db->table('policy_transaction') $builder = $this->db->table('policy_transaction')
->select(" ->select("
@ -1519,7 +1519,7 @@ class PolicyTransactionModel extends Model
->where('policy_transaction.' . $date_type . '<=', $endDate); ->where('policy_transaction.' . $date_type . '<=', $endDate);
} else { } else {
$fromDate = date('Y-m-d', strtotime('-30 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -1624,7 +1624,7 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.' . $date_type . '>=', $startDate) $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate); ->where('policy_transaction.' . $date_type . '<=', $endDate);
} else { } else {
$fromDate = date('Y-m-d', strtotime('-30 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate) $builder->where('policy_transaction.created_at >=', $fromDate)
@ -1712,7 +1712,7 @@ class PolicyTransactionModel extends Model
//function for fetch renewal report data //function for fetch renewal report data
public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null) public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
{ {
$fromDate = date('Y-m-d', strtotime('-60 days')); $fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59'); $toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) { if (!empty($start_date) && !empty($end_date)) {

6
app/Views/DashBoard.php
View File

@ -208,7 +208,7 @@
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?> <?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<li class="nav-item d-flex justify-content-center align-items-center"> <!-- <li class="nav-item d-flex justify-content-center align-items-center">
<a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-1 dash-anchor nav-dash" id="bds_tab"> <a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-1 dash-anchor nav-dash" id="bds_tab">
<img src="<?= base_url() . "public"; ?>/assets/images/inactive_bds.png" alt="Logo" height="14" class="inactive_bds"> <img src="<?= base_url() . "public"; ?>/assets/images/inactive_bds.png" alt="Logo" height="14" class="inactive_bds">
<img src="<?= base_url() . "public"; ?>/assets/images/active_bds.png" alt="Logo" height="14" <img src="<?= base_url() . "public"; ?>/assets/images/active_bds.png" alt="Logo" height="14"
@ -217,7 +217,7 @@
<span class="d-none d-sm-inline-block dash-tab dash-tab-font">BDS</span> <span class="d-none d-sm-inline-block dash-tab dash-tab-font">BDS</span>
</a> </a>
</li> </li>
&nbsp;&nbsp;&nbsp;&nbsp; &nbsp;&nbsp;&nbsp;&nbsp; -->
<?php } ?> <?php } ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?> <?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
@ -262,7 +262,7 @@
<?php endif; ?> <?php endif; ?>
<?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?> <?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<?php include('bds_dash.php'); ?> <!-- <?php //include('bds_dash.php'); ?> -->
<?php } ?> <?php } ?>
<?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?> <?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
<?php include("leads_dash.php") ?> <?php include("leads_dash.php") ?>

4913
app/Views/policy_transaction_endorsement_form.php
View File

File diff suppressed because it is too large Load Diff

43
app/Views/policy_transaction_endorsement_list.php
View File

@ -327,7 +327,7 @@ table.dataTable thead th {
<?php foreach ($endorsement_data_list as $index => $row) { ?> <?php foreach ($endorsement_data_list as $index => $row) { ?>
<tr> <tr>
<td class="text-center"><?php echo $index + 1; ?></td> <td class="text-center"><?php echo $index + 1; ?></td>
<td><?php echo $issuer[$row['issuer']] ?: 'N/A'; ?></td><!-- Issuer --> <td><?php echo $issuer[$row['issuer']] ?? 'N/A'; ?></td><!-- Issuer -->
<td><?php echo $row['client_short_name'] ?: 'N/A'; ?></td><!-- Client --> <td><?php echo $row['client_short_name'] ?: 'N/A'; ?></td><!-- Client -->
<td><?php echo $row['client_branch_name'] ?: 'N/A'; ?></td><!-- Branch --> <td><?php echo $row['client_branch_name'] ?: 'N/A'; ?></td><!-- Branch -->
<td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td><!-- Insurer --> <td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td><!-- Insurer -->
@ -346,6 +346,9 @@ table.dataTable thead th {
<a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')"> <a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a> </a>
<a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
<i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
</a>
</div> </div>
</div> </div>
</td> </td>
@ -717,6 +720,7 @@ table.dataTable thead th {
'data-iep': item.iep, 'data-iep': item.iep,
'data-itp': item.itp, 'data-itp': item.itp,
'data-bap': item.bap, 'data-bap': item.bap,
'data-allocg': item.allocg,
'data-tpa': item.tpa_branch_id + '-' + item.tpa_id, 'data-tpa': item.tpa_branch_id + '-' + item.tpa_id,
'data-ptid': item.policy_type_id, 'data-ptid': item.policy_type_id,
}); });
@ -978,4 +982,41 @@ table.dataTable thead th {
$('#date_div').hide() $('#date_div').hide()
} }
} }
function removePolicyTransaction(input, pt_id, policy_type_id) {
let string = "Do you want to delete this transaction?";
if(policy_type_id > 7){
string = "Do you want to delete this transaction? Deleting this will also remove the linked CRM policy entry.";
}
confirmActionSweertAlert(string, "Yes, Proceed!", "No, Cancel").then((confirmed) => {
if (confirmed) {
let type = '1';
let url = '<?= base_url('policy_tranction/inception/removePolicyTransaction/') ?>' + pt_id + '/' + type;
// Include `pt_id` in the AJAX request if necessary
let requestData = {
pt_id: pt_id ,
type: 1 ,
};
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
console.log('Data fetched successfully:', response);
if (response.status === true) {
toastr.success(response.message, 'SUCCESS');
window.location.reload();
} else {
toastr.warning(response.message, 'WARNING');
}
}, function(xhr, status, error) {
console.error('Error fetching data:', error);
console.error(xhr.responseText);
});
}
});
}
</script> </script>

373
app/Views/policy_transaction_inception_form.php
View File

@ -413,210 +413,208 @@
<!-- Pre sales Row --> <!-- Pre sales Row -->
<div class="row" id="pre_sales_row"> <div class="row" id="pre_sales_row">
<div class="col-md-12"> <div class="col-md-12">
<div id="accordion_1" class="mb-0">
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
<span class="font-color-black">Pre Sales</span>
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwo"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</label>
<div class="card mb-1">
<div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_1">
<div class="card-body">
<div class="row" id="policyholdernamediv" style="display: none;">
<div class="form-group col-md-3">
<label for="bp_igst">Policyholder Name</label>
<input id="policy_holder_name" value="" type="text" class="form-control" name="policy_holder_name">
</div>
<div id="accordion_1" class="mb-0"> <div class="form-group col-md-3">
<label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center"> <label class="switch" style="position: relative;top: 30px;left: 4px;">
<span class="font-color-black">Pre Sales</span> <input id="same_as_proposer" type="checkbox" name="same_as_proposer" checked>
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwo" <span class="slider round" style="height: 27px;"></span>
aria-expanded="true"> </label>
<i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</label>
<div class="card mb-1">
<div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_1">
<div class="card-body">
<div class="row" id="policyholdernamediv" style="display: none;">
<div class="form-group col-md-3">
<label for="bp_igst">Policyholder Name</label>
<input id="policy_holder_name" value="" type="text" class="form-control" name="policy_holder_name">
</div>
<div class="form-group col-md-3"> <label for="same_as_proposer"
<label class="switch" style="position: relative;top: 30px;left: 4px;"> style="position: relative;top: 31px;left: 17px;">Insured (Same as Proposer)</label>
<input id="same_as_proposer" type="checkbox" name="same_as_proposer" checked> </div>
<span class="slider round" style="height: 27px;"></span> </div>
</label> <div class="row" id="family_details" style="display: none;">
<div class="col-md-12">
<label for="same_as_proposer" <div class="form-section">
style="position: relative;top: 31px;left: 17px;">Insured (Same as Proposer)</label> <h4>Family details</h4>
<div id="dynamic-form-container-for-insured"></div>
</div> </div>
</div> </div>
<div class="row" id="family_details" style="display: none;"> </div>
<div class="col-md-12"> <hr>
<div class="form-section"> <div class="row">
<h4>Family details</h4>
<div id="dynamic-form-container-for-insured"></div>
</div>
</div>
</div>
<hr>
<div class="row">
<div class="form-group col-md-3"> <div class="form-group col-md-3">
<label for="addon_policy"> Business Type <span id="base_danger" <label for="addon_policy"> Business Type <span id="base_danger"
class="text-danger">*</span></label> class="text-danger">*</span></label>
<select class="form-control" id="issue_type" name="issue_type" required> <select class="form-control" id="issue_type" name="issue_type" required>
<option value="" selected>Select Issue Type</option> <option value="" selected>Select Issue Type</option>
<?php <?php
if (isset($issuing_type) && count($issuing_type)) { if (isset($issuing_type) && count($issuing_type)) {
foreach ($issuing_type as $key => $value) { foreach ($issuing_type as $key => $value) {
echo "<option value=" . $key . ">" . $value . "</option>"; echo "<option value=" . $key . ">" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="bp_gst_amt">Revenue Type</label>
<select id="revenue_type" class="form-control" name="revenue_type">
<option value="">Select</option>
<option value="NA">NA</option>
<option value="EA">EA</option>
<option value="EANR">EANR</option>
</select>
</div>
<div class="form-group col-md-3" id="renewal" style="display: none;">
<label for="addon_policy"> Renewal Source Policy <span id="base_danger"class="text-danger"></span></label>
<select class="form-control" id="source_client_policy_id"name="source_client_policy_id" onchange="setRenewalPolicyData(this)">
<option value="" selected>Select Renewal Source Policy</option>
</select>
</div>
<div class="form-group col-md-3 sded_dates" style="display: none;">
<label for="addon_policy">Policy Start Date<span id="base_danger"
class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_policy_start_date"
name="renewal_policy_start_date" placeholder="DD/MM/YYYY" >
</div>
<div class="form-group col-md-3 sded_dates" style="display: none;">
<label for="addon_policy">Policy End Date<span id="base_danger"
class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_policy_end_date"
name="renewal_policy_end_date" placeholder="DD/MM/YYYY" >
</div>
<div class="form-group col-md-3 roll_div" style="display: none;">
<label for="rollover_date">Date of Expiring Policy for Rollover</label>
<input id="rollover_date" value="" type="text" class="form-control" name="rollover_date" placeholder="DD/MM/YYYY">
</div>
<div class="form-group col-md-3">
<label for="ref">Reference</label>
<input id="ref" value="" type="text" class="form-control" name="ref">
</div>
<!-- <div class="form-group col-md-3">
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
<select class="form-control" id="policy_status" name="status" required>
<option value="" selected>Select Status</option>
<?php
if (isset($policy_status) && count($policy_status)) {
foreach ($policy_status as $key => $value) {
if($key == 'pending'){
echo "<option value=" . $key . " selected>" . $value . "</option>";
}else{
echo "<option value=" . $key . ">" . $value . "</option>";
}
} }
} }
?> ?>
</select> </select>
</div> </div> -->
<div class="form-group col-md-3"> <!-- <div class="form-group col-md-3">
<label for="bp_gst_amt">Revenue Type</label> <label for="ppteam">PP Team</label>
<select id="revenue_type" class="form-control" name="revenue_type"> <select class="form-control" id="ppteam" name="ppteam">
<option value="">Select</option> <option value="">Select PP Team</option>
<option value="NA">NA</option> <?php if (isset($ppTeamsData)) { ?>
<option value="EA">EA</option> <?php foreach ($ppTeamsData as $value) { ?>
<option value="EANR">EANR</option> <option value="<?= $value['id'];?>">
</select> <?= $value['first_name'];?>
</div>
<div class="form-group col-md-3" id="renewal" style="display: none;">
<label for="addon_policy"> Renewal Source Policy <span id="base_danger"class="text-danger"></span></label>
<select class="form-control" id="source_client_policy_id"name="source_client_policy_id" onchange="setRenewalPolicyData(this)">
<option value="" selected>Select Renewal Source Policy</option>
</select>
</div>
<div class="form-group col-md-3 sded_dates" style="display: none;">
<label for="addon_policy">Policy Start Date<span id="base_danger"
class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_policy_start_date"
name="renewal_policy_start_date" placeholder="DD/MM/YYYY" >
</div>
<div class="form-group col-md-3 sded_dates" style="display: none;">
<label for="addon_policy">Policy End Date<span id="base_danger"
class="text-danger">*</span></label>
<input type="text" class="form-control" id="renewal_policy_end_date"
name="renewal_policy_end_date" placeholder="DD/MM/YYYY" >
</div>
<div class="form-group col-md-3 roll_div" style="display: none;">
<label for="rollover_date">Date of Expiring Policy for Rollover</label>
<input id="rollover_date" value="" type="text" class="form-control" name="rollover_date" placeholder="DD/MM/YYYY">
</div>
<div class="form-group col-md-3">
<label for="ref">Reference</label>
<input id="ref" value="" type="text" class="form-control" name="ref">
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
<select class="form-control" id="policy_status" name="status" required>
<option value="" selected>Select Status</option>
<?php
if (isset($policy_status) && count($policy_status)) {
foreach ($policy_status as $key => $value) {
if($key == 'pending'){
echo "<option value=" . $key . " selected>" . $value . "</option>";
}else{
echo "<option value=" . $key . ">" . $value . "</option>";
}
}
}
?>
</select>
</div>
<!-- <div class="form-group col-md-3">
<label for="ppteam">PP Team</label>
<select class="form-control" id="ppteam" name="ppteam">
<option value="">Select PP Team</option>
<?php if (isset($ppTeamsData)) { ?>
<?php foreach ($ppTeamsData as $value) { ?>
<option value="<?= $value['id'];?>">
<?= $value['first_name'];?>
</option>
<?php } ?>
<?php } ?>
</select>
</div> -->
<!-- <div class="form-group col-md-3">
<label for="remark">Remarks</label>
<textarea id="remark" class="form-control" name="remarks" rows="1"></textarea>
</div> -->
<!-- <div class="form-group col-md-6">
<label for="listed_insurers">Shortlisted Insurers</label>
<select class="form-control" id="listed_insurers" name="listed_insurers" multiple>
<option value=""></option>
<?php foreach ($insurer_branch as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
</option> </option>
<?php } ?> <?php } ?>
</select> <?php } ?>
</div> --> </select>
</div> -->
</div> <!-- <div class="form-group col-md-3">
<!-- <hr> --> <label for="remark">Remarks</label>
<div class="row"> <textarea id="remark" class="form-control" name="remarks" rows="1"></textarea>
<!-- <div class="form-group col-md-3"> </div> -->
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
<select class="form-control" id="policy_status" name="status" required> <!-- <div class="form-group col-md-6">
<option value="" selected>Select Status</option> <label for="listed_insurers">Shortlisted Insurers</label>
<?php <select class="form-control" id="listed_insurers" name="listed_insurers" multiple>
if (isset($policy_status) && count($policy_status)) { <option value=""></option>
foreach ($policy_status as $key => $value) { <?php foreach ($insurer_branch as $value) { ?>
if($key == 'pending'){ <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>">
echo "<option value=" . $key . " selected>" . $value . "</option>"; <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
}else{ </option>
echo "<option value=" . $key . ">" . $value . "</option>"; <?php } ?>
} </select>
</div> -->
</div>
<!-- <hr> -->
<div class="row">
<!-- <div class="form-group col-md-3">
<label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
<select class="form-control" id="policy_status" name="status" required>
<option value="" selected>Select Status</option>
<?php
if (isset($policy_status) && count($policy_status)) {
foreach ($policy_status as $key => $value) {
if($key == 'pending'){
echo "<option value=" . $key . " selected>" . $value . "</option>";
}else{
echo "<option value=" . $key . ">" . $value . "</option>";
} }
} }
?> }
</select> ?>
</div> --> </select>
</div> -->
<!-- <div class="form-group col-md-3"> <!-- <div class="form-group col-md-3">
<label for="bp_cgst">Latest Action Date</label> <label for="bp_cgst">Latest Action Date</label>
<input id="last_action_date" type="text" class="form-control" name="last_action_date" placeholder="DD/MM/YYYY"> <input id="last_action_date" type="text" class="form-control" name="last_action_date" placeholder="DD/MM/YYYY">
</div> --> </div> -->
<!-- <div class="form-group col-md-3"> <!-- <div class="form-group col-md-3">
<label for="fund_received">Fund Recd / Sent to Insurer</label> <label for="fund_received">Fund Recd / Sent to Insurer</label>
<input id="fund_received" value="" type="text" class="form-control" name="fund_received"> <input id="fund_received" value="" type="text" class="form-control" name="fund_received">
</div> --> </div> -->
<!-- <div class="form-group col-md-3"> <!-- <div class="form-group col-md-3">
<label class="switch" style="position: relative;top: 32px;left: 20px;"> <label class="switch" style="position: relative;top: 32px;left: 20px;">
<input id="policy_with_corr" type="checkbox" name="policy_with_corr"> <input id="policy_with_corr" type="checkbox" name="policy_with_corr">
<span class="slider round" style="height: 27px;"></span> <span class="slider round" style="height: 27px;"></span>
</label> </label>
<label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label> <label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
</div> --> </div> -->
<!-- <div class="form-group col-md-3"> <!-- <div class="form-group col-md-3">
<label class="switch" style="position: relative;top: 32px;left: 20px;"> <label class="switch" style="position: relative;top: 32px;left: 20px;">
<input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds"> <input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
<span class="slider round" style="height: 27px;"></span> <span class="slider round" style="height: 27px;"></span>
</label> </label>
<label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;"> Make Entry in CD &nbsp;&nbsp; <i class="mdi mdi-information-outline info-icon" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI, CD transaction from CRM )"></i> <label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;"> Make Entry in CD &nbsp;&nbsp; <i class="mdi mdi-information-outline info-icon" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI, CD transaction from CRM )"></i>
</label> </label>
</div> --> </div> -->
<!-- <div class="form-group col-md-3 current_date" style="display: none;"> <!-- <div class="form-group col-md-3 current_date" style="display: none;">
<label for="bp_igst">Process Start Date</label> <label for="bp_igst">Process Start Date</label>
<input id="process_start_date" type="text" class="form-control" name="process_start_date" placeholder="DD/MM/YYYY"> <input id="process_start_date" type="text" class="form-control" name="process_start_date" placeholder="DD/MM/YYYY">
</div> --> </div> -->
</div>
</div> </div>
</div> </div>
</div> </div>
</div> </div>
</div>
</div> </div>
</div> </div>
@ -957,7 +955,7 @@
</div> <!-- sales_row div closed here --> </div> <!-- sales_row div closed here -->
<div class="form-group text-right mt-1 m-b-0" id="submitButton"> <div class="form-group text-right mt-2 m-b-0" id="submitButton">
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1" <button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
id="btnSubmit">Submit</button> id="btnSubmit">Submit</button>
</div> </div>
@ -1132,6 +1130,17 @@
<script> <script>
$(document).ready(function(){
$('#sales_row').show();
$('#policy_no').prop('required', true);
$('#policy_issue_date').prop('required', true);
$('#policy_start_date').prop('required', true);
$('#policy_end_date').prop('required', true);
$('.follow_insurer').prop('required', true);
})
$("#infoIcon").click(function() { $("#infoIcon").click(function() {
var policyTransactionPK = $('#policy_tranction_primarykey').val(); var policyTransactionPK = $('#policy_tranction_primarykey').val();
getDataForInfo(policyTransactionPK, function(data) { getDataForInfo(policyTransactionPK, function(data) {
@ -5118,11 +5127,11 @@
function checkCDAmountForBasePremium(input) { function checkCDAmountForBasePremium(input) {
console.log('#################################### Check CD Amount For Base Premium ####################################'); console.log('#################################### Check CD Amount For Base Premium ####################################');
console.log(input)
let policy_type_id = $('#policy_type_id').val(); let policy_type_id = $('#policy_type_id').val();
console.log("policy_type_id ", policy_type_id); console.log("policy_type_id ", policy_type_id);
console.log(input)
let client_type = $('#client_type').val(); let client_type = $('#client_type').val();
console.log('client type', client_type); console.log('client type', client_type);

1
app/Views/policy_transaction_inception_list.php
View File

@ -570,6 +570,7 @@ $(document).ready(function() {
className: 'btn app-btn-primary mr-2', className: 'btn app-btn-primary mr-2',
action: function (e, dt, node, config) { action: function (e, dt, node, config) {
hide_list_show_add(); hide_list_show_add();
addInsurerColumn() ;
} }
}, },
{ {

271
writable/e_card_template/new_ecard.html Normal file
View File

@ -0,0 +1,271 @@
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<title>Health Insurance E-Card</title>
<style>
* {
margin: 0;
padding: 0;
box-sizing: border-box;
}
body {
/* font-family: 'Lato', sans-serif; */
background-color: #fff;
padding: 5px;
}
.card-container {
display: table;
width: 100%;
max-width: 750px;
margin: 0 auto;
table-layout: fixed;
border-spacing: 5px 0;
}
.card {
display: table-cell;
background: white;
width: 50%;
padding: 10px;
border: 1px solid #ddd;
vertical-align: top;
}
.card-header {
display: table;
width: 100%;
margin-bottom: 10px;
table-layout: fixed;
}
.logo-left {
display: table-cell;
width: 35px;
vertical-align: middle;
}
.logo-left img {
width: 32px;
height: 32px;
}
.logo-right {
display: table-cell;
text-align: right;
vertical-align: middle;
}
.logo-right img {
width: 65px;
height: auto;
}
.card-body {
position: relative;
padding-left: 65px;
min-height: 80px;
}
.n-logo {
position: absolute;
left: 5px;
top: 30px;
width: 55px;
}
.n-logo img {
width: 55px;
height: auto;
}
.details {
width: 100%;
margin-left: 16px;
}
.details-table {
width: 100%;
border-collapse: collapse;
font-size: 10px;
line-height: 1.4;
}
.details-table td {
padding: 1px 1px;
vertical-align: top;
}
.detail-label {
width: 65px;
font-weight: 600;
color: #333;
white-space: nowrap;
}
.detail-separator {
width: 8px;
text-align: center;
color: #666;
}
.detail-value {
color: #333;
word-break: break-word;
white-space: normal;
font-weight: 300;
}
.support-section {
font-size: 7.5px;
}
.support-title {
color: #ff6b35;
font-weight: 600;
margin-bottom: 6px;
font-size: 10px;
}
.support-details {
font-size: 8px;
font-weight: 500;
line-height: 1.4;
color: #333;
margin-top: 0px;
}
.level-title {
font-weight: 500;
margin-top: 4px;
margin-bottom: 2px;
}
.cashless-title {
color: #ff6b35;
font-weight: 600;
margin-top: 0px;
margin-bottom: 3px;
font-size: 10px;
}
.footer-note {
text-align: center;
margin-top: 8px;
font-size: 8px;
color: #666;
}
</style>
</head>
<body>
<div class="card-container">
<!-- Front Card -->
<div class="card">
<div class="card-header">
<div class="logo-left">
<img src="{INSURER_LOGO}" alt="Insurer logo">
</div>
<div class="logo-right">
<img src="{TPA_LOGO}" alt="TPA logo">
</div>
</div>
<div class="card-body">
<div class="n-logo">
<img src="{NHANCE_N_LOGO}" alt="N Logo">
</div>
<div class="details">
<table class="details-table">
<tbody>
<tr>
<td class="detail-label">Policy Holder</td>
<td class="detail-separator">:</td>
<td class="detail-value">AMERICAN MEGATRENDS INTERNATIONAL INDIA PVT LTD</td>
</tr>
<tr>
<td class="detail-label">Insurer</td>
<td class="detail-separator">:</td>
<td class="detail-value">The New India Assurance</td>
</tr>
<tr>
<td class="detail-label">TPA</td>
<td class="detail-separator">:</td>
<td class="detail-value">Mediassit</td>
</tr>
<tr>
<td class="detail-label">Primary Insured</td>
<td class="detail-separator">:</td>
<td class="detail-value">Suganya A</td>
</tr>
<tr>
<td class="detail-label">Beneficiary Name</td>
<td class="detail-separator">:</td>
<td class="detail-value">Suganya A</td>
</tr>
<tr>
<td class="detail-label">Member ID</td>
<td class="detail-separator">:</td>
<td class="detail-value">4060881280</td>
</tr>
<tr>
<td class="detail-label">Employee Code</td>
<td class="detail-separator">:</td>
<td class="detail-value">9332</td>
</tr>
<tr>
<td class="detail-label">Relation</td>
<td class="detail-separator">:</td>
<td class="detail-value">Self</td>
</tr>
<tr>
<td class="detail-label">Policy Period</td>
<td class="detail-separator">:</td>
<td class="detail-value">1-Apr-2025 to 31-Mar-2026</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- Back Card -->
<div class="card">
<div class="card-header">
<div class="logo-left">
<img src="{INSURER_LOGO}" alt="Insurer logo">
</div>
<div class="logo-right">
<img src="{TPA_LOGO}" alt="TPA logo">
</div>
</div>
<div class="card-body">
<div class="n-logo">
<img src="{NHANCE_N_LOGO}" alt="N Logo">
</div>
<div class="details">
<div class="support-section">
<div class="support-title">For support :</div>
<div class="support-details">
{LEVELS}
<div class="cashless-title">For cashless claims:</div>
<div>Share a valid ID with this E-card at the Hospital Insurance Desk.</div>
{NETWORK_HOSPITAL}
</div>
</div>
</div>
</div>
<div class="footer-note">
This E-Card is non-transferable and valid only at network (cashless) hospitals
</div>
</div>
</div>
</body>
</html>