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Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

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Smart 2024-10-07 08:56:43 +05:30
commit be3fd62cbb
41 changed files with 5329 additions and 1076 deletions
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22
app/Config/Constants.php
View File

@ -92,3 +92,25 @@ define('EVENT_PRIORITY_NORMAL', 100);
* @deprecated Use \CodeIgniter\Events\Events::PRIORITY_HIGH instead.
*/
define('EVENT_PRIORITY_HIGH', 10);
/**
* @User Role Constant
*/
define('ENROLLMENT_TEAM_ID', '1');
define('CLAIMS_TEAM_ID', '2');
define('BUSINESS_TEAM_ID', '3');
define('FINANCE_TEAM_ID', '4');
define('SALES_TEAM_ID', '5');
/**
* @User Teams Constant
*/
define('ADMIN_ROLE_ID', 1);
define('MANAGER_ROLE_ID', 2);
define('ACCOUNT_MANAGER_ROLE_ID', 3);
define('STAFF_ROLE_ID', 4);
define('HEAD_ROLE_ID', 5);

3
app/Config/Routes.php
View File

@ -326,6 +326,9 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("report", ["filter" => "authMVC"], function ($routes) {
$routes->get("list", "PolicyTransactionController::reportBDS");
$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
$routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
});
$routes->group("statement", ["filter" => "authMVC"], function ($routes) {

26
app/Controllers/ClientController.php
View File

@ -39,6 +39,7 @@ use App\Models\PolicyTransactionStatusModel;
use App\Models\VehicleModel;
use App\Controllers\EmpDataServiceController;
use App\Controllers\GoogleDriveController;
class ClientController extends AdminController
@ -320,10 +321,10 @@ class ClientController extends AdminController
$data['subTypeOptions'] = $subTypeOptions;
$headerData['page_name'] = 'Client Deposit';
$data['insurerName']= $this->insurerModel->getInsurerName($insurerId);
$loggedInUserID = get_session_userid();
// $data['clientData']= $this->clientPolicyModel->getinsurerswithinsurenceid($insurerId);
$clientId = $this->request->getGet('client_id');
$data['insurerName']= $this->insurerModel->getInsurerName($insurerId, $clientId);
$data['depositdata']= $this->clientPolicyModel->getdepositData($clientId,$insurerId);
$data['clientData'] = $this->clientPolicyModel->getClientById($clientId);
$data['deposiamount'] = $this->clientPolicyModel->getDepositSummary($clientId, $insurerId);
@ -331,7 +332,7 @@ class ClientController extends AdminController
// dd($data['depositdata']);
// print_r($data['depositdata'] );die;
// Load the view for the new list page
// Load the view for the new list page;
echo view('layout/header', $headerData);
echo view('view_deposit',$data);
echo view('layout/footer');
@ -481,6 +482,8 @@ class ClientController extends AdminController
}
}
public function createClientKYCInfo()
{
$this->myLogger->logme('error','create Client kyc function called');
@ -490,7 +493,12 @@ class ClientController extends AdminController
$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
$File = file_Upload($this->request->getFile('file_name'), $uploadFilePath);
if(!empty($File)){
$data['file_name'] = $File;
$uploadFilePath = $uploadFilePath . '/' .$File;
$GoogleDriveController = new GoogleDriveController();
$GoogleDriveController->uploadFiletoGdrive(client_id: $data['client_id'], doc_type: 'KYC', file_path: $uploadFilePath, file_name: $data['file_name']);
}
$data['created_by'] = get_session_userid();
@ -3127,14 +3135,17 @@ class ClientController extends AdminController
// Fetch policies in a single query
$policies = $this->clientPolicyModel
->select('
->select("
client_policy.*,
policy_type.policy_type,
policy_type.ebp,
policy_type.etp,
policy_type.iep,
policy_type.itp
')
policy_type.itp,
policy_type.bap,
DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
")
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->whereIn('client_policy.client_id', $clientIds)
->where('client_policy.is_active', 1)
@ -3212,6 +3223,7 @@ class ClientController extends AdminController
'aadhar' => $postData['aadhar'],
'phone' => $postData['phone'],
'email' => $postData['email'],
'entity_type_id' => 7
]);
} else {
$client_data['entity_type_id'] = $postData['entity_type_id'];
@ -3389,8 +3401,4 @@ class ClientController extends AdminController
}
}
}

8
app/Controllers/DashboardController.php
View File

@ -13,6 +13,7 @@ use CodeIgniter\API\ResponseTrait;
use App\Models\MessageModel;
use App\Models\UserMessageModel;
use App\Models\ClientModel;
use App\Models\PolicyTransactionModel;
use App\Models\JobModel;
use App\Models\ClientPolicyModel;
@ -30,6 +31,7 @@ class DashboardController extends AdminController
protected $clientPolicyModel;
protected $notificationModel;
protected $employeePolicyModel;
protected $policyTransactionModel;
protected $myLogger;
@ -42,6 +44,7 @@ class DashboardController extends AdminController
$this->notificationModel = new NotificationModel();
$this->employeePolicyModel = new EmployeePolicyModel();
$this->clientModel = new ClientModel();
$this->policyTransactionModel = new PolicyTransactionModel();
$this->myLogger = \Config\Services::mylogger();
@ -65,7 +68,8 @@ class DashboardController extends AdminController
$pendingActionsController = new PendingActionsController;
$pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
$businessTeamData = $this->policyTransactionModel->getBusinessReportList();
$financeTeamData = $this->policyTransactionModel->getFinanceReportList();
$groupedData = [];
@ -157,6 +161,8 @@ class DashboardController extends AdminController
$session->set('enrollment_data', json_encode($data));
// echo "<pre>";
$data['pendingActionsData'] = $pendingActionsData;
$data['businessTeamCount'] = count($businessTeamData) ?? 0;
$data['financeTeamCount'] = count($financeTeamData) ?? 0;
// print_r($data);die;

7
app/Controllers/LoginController.php
View File

@ -41,13 +41,20 @@ class LoginController extends BaseController
$user = $UserModel->getUserByEmail($value->email);
if($user){
if($user->is_active !== '0'){
$user_team = $UserModel->getUserTeamsByUserID($user->id);
// dd($user_team);
$session_data = [
'isLoggedIn' => True ,
'userid' => $user->id,
'userData' => $user,
'userProfile' => $value->picture,
'user_team' => $user_team,
];
set_session_data($session_data);
log_message('error', 'Set The UserId : `'. $user->id .'` in Session');
log_message('error', 'User Login Sucessfully');

31
app/Controllers/MasterController.php
View File

@ -56,6 +56,7 @@ class MasterController extends AdminController
protected $clientModel;
protected $clientDepositModel;
protected $insurerTemplateModel;
protected $cli_colors;
@ -84,6 +85,13 @@ class MasterController extends AdminController
$this->clientModel = new ClientModel();
$this->clientDepositModel = new ClientDepositModel();
$this->insurerTemplateModel = new InsurerExcelExportTemplateModel();
$this->cli_colors = [
'red' => "\033[31m",
'green' => "\033[32m",
'yellow' => "\033[33m",
'blue' => "\033[34m",
'reset' => "\033[0m"
];
}
@ -1260,6 +1268,8 @@ class MasterController extends AdminController
$insert = $this->CDMasterModel->where('id', $id)->set($data)->update();
$data = $this->CDMasterModel->where('id', $id)->first();
$cd_transaction_updated_data = [
'balance' => $data['opening_bal'],
'amount' => $data['opening_bal']
@ -1378,7 +1388,7 @@ class MasterController extends AdminController
$cd_data = $this->CDMasterModel->where('client_id', $data['client_id'])->where('insurer_id', $data['insurer_id'])->findAll();
return $this->respond(['status' => true, 'data' => $cd_data, 'message' => 'CD Account number created successfully'], 200);
return $this->respond(['status' => true, 'data' => $cd_data, 'cd_ac_no'=>$data['cd_ac_no'], 'message' => 'CD Account number created successfully'], 200);
}else{
return $this->respond(['status' => false, 'message' => 'Failed to created CD Account number'], 200);
}
@ -1544,6 +1554,7 @@ class MasterController extends AdminController
$this->checkAndCreateDirectories();
$this->checkGoogleOAuthCredentialsinDB();
$this->getCronJobsList();
$this->checkGdriveRootFolderID();
}
@ -1592,7 +1603,7 @@ class MasterController extends AdminController
$token = $settingsModel->where('id', 1)->first();
echo "################ CHECKING GMAIL OAUTH FOR EMAIL ###################\n";
if (is_array($token) && !is_null($token['gmail_api_oauth_credentials'])) {
if (is_array($token) && is_null($token['gmail_api_oauth_credentials'])) {
echo "Email OAuth credentials not found in database.\n";
echo "Check the following..!\n";
@ -1630,4 +1641,20 @@ class MasterController extends AdminController
echo "################################################################\n\n";
}
//check gdrive root folder id in env file
function checkGdriveRootFolderID()
{
echo "#################### CHECKING GDRIVE FOLDER ID IN ENV FILE ############################\n";
$id = getenv('GDRIVE_ROOT_FOLDER_ID');
if($id)
{
echo $this->cli_colors['green'] . "ID is :". $id . $this->cli_colors['reset']. "\n";
}
else
{
echo $this->cli_colors['red'] ."Gdrive Folder id not set in env file. set it under 'GDRIVE_ROOT_FOLDER_ID' in env file.". $this->cli_colors['reset'] ."\n";
}
echo "################################################################\n\n";
}
}

617
app/Controllers/PolicyTransactionController.php
View File

@ -3,6 +3,8 @@
namespace App\Controllers;
use App\Controllers\BaseController;
use App\Controllers\GoogleDriveController;
use App\Helpers\DepositHelper;
use CodeIgniter\API\ResponseTrait;
@ -97,14 +99,6 @@ class PolicyTransactionController extends BaseController
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
$data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
// $data['policy_status'] = [
// 'pending' => 'Pending',
// 'exported_to_insurer' => 'Exported to Insurer',
// 'imported_from_insurer' => 'Imported from Insurer',
// 'exported_to_tpa' => 'Exported to TPA',
// 'imported_from_tpa' => 'Imported from TPA',
// 'completed' => 'Completed'
// ];
$data['policy_status'] = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
@ -136,32 +130,34 @@ class PolicyTransactionController extends BaseController
'commercial' => 'Commercial',
'private' => 'Private',
];
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
];
$data['inception_data_list'] = $this->policyTransactionModel
->select('
policy_transaction.*,
clients.short_name AS client_short_name,
clients.client_code,
clients.client_type,
clients.client_name,
client_branch.branch_name AS client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type,
pt_co_share_details.agreed_amt AS amount,
pt_co_share_details.bp_amt AS bp,
pt_co_share_details.tp_amt AS tp
')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_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('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type', 'inception')
->orderBy('policy_transaction.id', 'desc')
->findAll();
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$status = $this->request->getGet('status');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
$data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
@ -170,6 +166,7 @@ class PolicyTransactionController extends BaseController
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$data['salse_team'] = $this->userModel
->select('user_profiles.*')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
@ -183,6 +180,7 @@ class PolicyTransactionController extends BaseController
->where('user_profiles.is_active', 1)
->findAll();
$this->loadLayout('policy_transaction_inception_list', $data);
}
@ -207,13 +205,35 @@ class PolicyTransactionController extends BaseController
$data = $this->request->getPost();
// print_r($data); die;
// var_dump($data); die;
// Format dates
$data['policy_issue_date'] = date('Y-m-d', strtotime($data['policy_issue_date'])) ?? null;
$data['policy_start_date'] = date('Y-m-d', strtotime($data['policy_start_date'])) ?? null;
$data['policy_end_date'] = date('Y-m-d', strtotime($data['policy_end_date'])) ?? null;
$data['renewal_date'] = date('Y-m-d', strtotime($data['renewal_date'])) ?? null;
$data['rollover_date'] = date('Y-m-d', strtotime($data['rollover_date'])) ?? null;
// $data['policy_issue_date'] = change_date_format($this->request->getPost('policy_issue_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['policy_start_date'] = change_date_format($this->request->getPost('policy_start_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['policy_end_date'] = change_date_format($this->request->getPost('policy_end_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['renewal_date'] = change_date_format($this->request->getPost('renewal_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['rollover_date'] = change_date_format($this->request->getPost('rollover_date'), 'd/m/Y', 'Y-m-d') ?? null;
$data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '')
? date('d/m/Y', strtotime($data['policy_issue_date']))
: null;
$data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '')
? date('d/m/Y', strtotime($data['policy_start_date']))
: null;
$data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '')
? date('d/m/Y', strtotime($data['policy_end_date']))
: null;
$data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '')
? date('d/m/Y', strtotime($data['renewal_date']))
: null;
$data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '')
? date('d/m/Y', strtotime($data['rollover_date']))
: null;
// Separate Insurer and TPA Branch IDs and IDs
if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
@ -244,10 +264,19 @@ class PolicyTransactionController extends BaseController
$data['same_as_proposer'] = 1;
}
if($data['ct_type'] == ""){
$data['ct_type'] = 1;
}
$month = '01-'.(string)$this->request->getPost('month');
$data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
// Determine $is_addon value
$data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 :
(in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && $data['base_policy'] ? 3 : 1));
// print_r($data); die;
return $data;
}
@ -271,7 +300,7 @@ class PolicyTransactionController extends BaseController
$this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
$emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
if ($data['status'] == 'completed') {
if ($data['client_type'] == 1 && $data['status'] == 'completed') {
$this->processCompletedStatus($data, $client_policy_id, $data['insurer_id']);
}
}
@ -300,6 +329,10 @@ class PolicyTransactionController extends BaseController
$this->insertOrUpdateCoShareDetails($data, $id);
if ($data['ct_type'] == 1) {
$this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);
}
if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
if ($data['ct_type'] == 2) {
@ -316,12 +349,18 @@ class PolicyTransactionController extends BaseController
}
if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
if($data['client_type'] == 1){
$this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id']);
}
}
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
}
$client_data = $this->clientModel->where('id', $data['client_id'])->first();
$data['client_kyc'] = $this->clientKYCDocsModel->where('client_id', $data['client_id'])->findAll();
$data['entity_type_id'] = $client_data['entity_type_id'];
return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
}
@ -336,7 +375,10 @@ class PolicyTransactionController extends BaseController
// print_r($data);
// die;
if(isset($data['follow_insurer_id'])){
foreach ($data['follow_insurer_id'] as $index => $insurer) {
// Separate the insurer and insurer branch
list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
@ -345,7 +387,7 @@ class PolicyTransactionController extends BaseController
'pt_id' => $pt_id,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'co_share_type' => isset($data['co_share_type'][$index]) ? 2 : 1,
'co_share_type' => $data['co_share_type'][$index] ?? null,
'co_share_per' => $data['co_share_per'][$index] ?? 0,
'bp_amt' => $data['base_premium'][$index] ?? 0,
'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
@ -382,7 +424,9 @@ class PolicyTransactionController extends BaseController
];
}
// print_r($coShareDetails); die;
// print_r($pt_id);
// print_r($coShareDetails);
// die;
// Separate data into insert and update batches
$insertData = array_filter($coShareDetails, function($detail) {
@ -405,7 +449,15 @@ class PolicyTransactionController extends BaseController
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
// print_r($coShareDetails);
// die;
return true;
}
// print_r($data);
// die;
}
private function prepareClientPolicyInsertData($data)
@ -542,7 +594,7 @@ class PolicyTransactionController extends BaseController
];
}
print_r($emp_policy_data); die;
// print_r($emp_policy_data); die;
// Insert new records
if (!empty($emp_policy_data)) {
@ -588,15 +640,72 @@ class PolicyTransactionController extends BaseController
->where('policy_transaction.id', $id)
->first();
$data['policy_issue_date'] = !empty($data['policy_issue_date']) ? date('d-m-Y', strtotime($data['policy_issue_date'])) : null;
$data['policy_start_date'] = !empty($data['policy_start_date']) ? date('d-m-Y', strtotime($data['policy_start_date'])) : null;
$data['policy_end_date'] = !empty($data['policy_end_date']) ? date('d-m-Y', strtotime($data['policy_end_date'])) : null;
$data['renewal_date'] = !empty($data['renewal_date']) ? date('d-m-Y', strtotime($data['renewal_date'])) : null;
$data['rollover_date'] = !empty($data['rollover_date']) ? date('d-m-Y', strtotime($data['rollover_date'])) : null;
$data['created_at'] = !empty($data['created_at']) ? date('d-m-Y h:i:s A', strtotime($data['created_at'])) : null;
$data['updated_at'] = !empty($data['updated_at']) ? date('d-m-Y h:i:s A', strtotime($data['updated_at'])) : null;
// $data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_issue_date']))
// : null;
// $data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_start_date']))
// : null;
// $data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '')
// ? date('d/m/Y', strtotime($data['policy_end_date']))
// : null;
// $data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '')
// ? date('d/m/Y', strtotime($data['renewal_date']))
// : null;
// $data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '')
// ? date('d/m/Y', strtotime($data['rollover_date']))
// : null;
// $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '')
// ? date('M/Y', strtotime($data['month']))
// : null;
$data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
? date('d/m/Y h:i:s A', strtotime($data['created_at']))
: null;
$data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
: null;
if(!empty($data['policy_issue_date'])){
$data['policy_issue_date'] = change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['policy_start_date'])){
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['policy_end_date'])){
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['renewal_date'])){
$data['renewal_date'] = change_date_format($data['renewal_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['rollover_date'])){
$data['rollover_date'] = change_date_format($data['rollover_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['endorse_eff_date'])){
$data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['month'])){
$data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
}
// print_r($data); die;
$data['renewal_policy'] = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
@ -605,16 +714,23 @@ class PolicyTransactionController extends BaseController
->where('client_policy.is_active', 1)
->findAll();
$data['base_policy_data'] = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $data['client_id'])
->where('client_policy.client_branch_id', $data['client_branch_id'])
->where('client_policy.policy_type_id', 2)
->where('client_policy.is_active', 1)
->findAll();
$data['pt_files'] = $this->PTFileModel->where('pt_id', $id)->where('is_active', 1)->findAll();
// $data['base_policy_data'] = $this->clientPolicyModel
// ->select('client_policy.*, policy_type.policy_type')
// ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
// ->where('client_policy.client_id', $data['client_id'])
// ->where('client_policy.client_branch_id', $data['client_branch_id'])
// ->where('client_policy.policy_type_id', 2)
// ->where('client_policy.is_active', 1)
// ->findAll();
$data['base_policy_data'] = $this->clientPolicyModel->getPolicyDetailsForRemainder($data['client_id']);
$data['pt_files'] = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $id)
->where('pt_files.is_active', 1)
->findAll();
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
$data['emp_data'] = $this->employeeModel
->select('employees.*, employee_polices.id as emp_policy_id')
@ -642,8 +758,12 @@ class PolicyTransactionController extends BaseController
// Policy Transaction Endorsement
public function viewEndorsement()
{
// echo '<pre>';
// !dd($this->getEndorsementDataForEdit(17));
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
$data['policy_status'] = [
'under_process' => 'Under Process',
'client_pending' => 'Client Pending',
@ -678,32 +798,38 @@ class PolicyTransactionController extends BaseController
'policy_cancellation' => 'Policy Cancellation',
];
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
];
$data['endorsement_data_list'] = $this->policyTransactionModel
->select('
policy_transaction.*,
clients.short_name as client_short_name,
clients.client_code,
client_branch.branch_name as client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type
')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'policy_transaction.client_id = clients.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('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception')
->orderBy('policy_transaction.id', 'desc')
->findAll();
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$status = $this->request->getGet('status');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;
$data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
$data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
// $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
// $data['tpa'] = $this->tpaModel->where('is_active', 1)->findAll();
$data['insurer_branch'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
$data['tpa'] = $this->tpaBranchModel ->getTpaBranchesWithTpaNames();
@ -727,17 +853,48 @@ class PolicyTransactionController extends BaseController
private function preparePolicyTransactionData()
{
$data = $this->request->getPost();
// print_r($data); die;
$data_received_date = (string)$this->request->getPost('data_received_date');
$closure_date = (string)$this->request->getPost('closure_date');
$data['data_received_date'] = date('Y-m-d', strtotime($data_received_date));
$data['closure_date'] = date('Y-m-d', strtotime($closure_date));
// echo '<pre>';
// print_r($data);
// die;
// $data_received_date = (string)$this->request->getPost('data_received_date');
// $closure_date = (string)$this->request->getPost('closure_date');
// $endorse_eff_date = (string)$this->request->getPost('endorse_eff_date');
// $month = (string)$this->request->getPost('month');
// $data['data_received_date'] = empty($data['data_received_date']) ? null : date('Y-m-d', strtotime($data_received_date));
// $data['closure_date'] = empty($data['closure_date']) ? null : date('Y-m-d', strtotime($closure_date));
// $data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? null : date('Y-m-d', strtotime($endorse_eff_date));
// $month = '01-'.$data['month'];
// $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
if(!empty($data['data_received_date'])){
$data['data_received_date'] = change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
}
if(!empty($data['closure_date'])){
$data['closure_date'] = change_date_format($data['closure_date'], 'd/m/Y', 'Y-m-d');
}
if(!empty($data['endorse_eff_date'])){
$data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
}
if(!empty($data['month'])){
$month = '01/'.$data['month'];
$data['month'] = change_date_format($month, 'd/M/Y', 'Y-m-d');
}
// print_r($data); die;
// Separate Insurer and TPA Branch IDs and IDs
if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
if ($data['tpa']) {
if (isset($data['tpa'])) {
list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
}
}
@ -756,6 +913,7 @@ class PolicyTransactionController extends BaseController
}
if(!$data['id']){
$data += [
'issuer' => $issue_type['issuer'] ?? null,
'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
@ -793,6 +951,7 @@ class PolicyTransactionController extends BaseController
$data['client_branch_id'] = $client_branch_id;
}
// print_r($issue_type);
// print_r($data);
// die;
@ -836,7 +995,7 @@ class PolicyTransactionController extends BaseController
{
if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
$tolamt = $data['total'][0];
$tolamt = $data['total'][0] ?? 0;
$description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction';
@ -867,21 +1026,53 @@ class PolicyTransactionController extends BaseController
policy_transaction.*,
clients.short_name as client_short_name,
clients.client_type,
client_policy.policy_start_date as s_date,
client_policy.policy_end_date as e_date,
')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->where('policy_transaction.id', $id)
->first();
$data['policy_start_date'] = date('d-m-Y', strtotime($data['s_date']));
$data['policy_end_date'] = date('d-m-Y', strtotime($data['e_date']));
$data['data_received_date'] = date('d-m-Y', strtotime($data['data_received_date']));
$data['closure_date'] = date('d-m-Y', strtotime($data['closure_date']));
// $data['policy_start_date'] = empty($data['policy_start_date']) ? '' : date('d/m/Y', strtotime($data['s_date']));
// $data['policy_end_date'] = empty($data['policy_end_date']) ? '' : date('d/m/Y', strtotime($data['e_date']));
// $data['data_received_date'] = empty($data['data_received_date']) ? '' : date('d/m/Y', strtotime($data['data_received_date']));
// $data['closure_date'] = empty($data['closure_date']) ? '' : date('d/m/Y', strtotime($data['closure_date']));
// $data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($data['endorse_eff_date']));
// $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '')
// ? date('M/Y', strtotime($data['month']))
// : null;
if(!empty($data['policy_start_date'])){
$data['policy_start_date'] = change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['policy_end_date'])){
$data['policy_end_date'] = change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['data_received_date'])){
$data['data_received_date'] = change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['closure_date'])){
$data['closure_date'] = change_date_format($data['closure_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['endorse_eff_date'])){
$data['endorse_eff_date'] = change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
}
if(!empty($data['month'])){
$data['month'] = change_date_format($data['month'], 'Y-m-d', 'M/Y');
}
// print_r($data); die;
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
// print_r($data['endorse_eff_date']); die;
if($data){
return $this->respond(['status' => true, 'data' => $data], 200);
@ -896,19 +1087,62 @@ class PolicyTransactionController extends BaseController
//file upload function
public function uploadFile()
{
$GoogleDriveController = new GoogleDriveController();
$files = $this->request->getFiles();
$doc_name = $this->request->getPost('doc_name[]');
$pt_id = $this->request->getPost('pt_id');
$client_policy_id = $this->request->getPost('client_policy_id');
$data = $this->request->getPost();
$uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
$insert = false;
if(!isset($uploadData['status'])){
$this->PTFileModel->insertBatch($uploadData);
$insert = true;
}
$uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
$uploadData = [];
foreach ($data['doc_name'] as $key => $docName) {
// Get the corresponding file for this document name
$file = $files['file'][$key];
if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
// Upload the file
$uploadedFileName = file_Upload($file, $uploadFilePath);
if ($uploadedFileName) {
// Prepare data for each document upload
$docData = [
'pt_id' => $pt_id,
'doc_name' => $docName,
'file_name' => $uploadedFileName,
'created_by' => get_session_userid(),
];
$uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
$GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
// Insert into database
$insert = $this->PTFileModel->insert($docData);
if ($insert) {
$data['pt_files'] = $this->PTFileModel->where('pt_id', $pt_id)->where('is_active', 1)->findAll();
$uploadData[] = $docData;
}
}
}
}
// print_r($uploadData); die;
// $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
if (!empty($uploadData)) {
$data['pt_files'] = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
->where('pt_files.pt_id', $pt_id)
->where('pt_files.is_active', 1)
->findAll();
return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
} else {
return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
@ -1031,7 +1265,6 @@ class PolicyTransactionController extends BaseController
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
@ -1058,11 +1291,133 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('report_bds_filter', $data);
}
public function reportVarience()
{
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
'data_received_date' => 'Data Received Date',
'closure_date' => 'Closure Date',
];
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
$this->loadLayout('variance_report_list', $data);
}
public function reportBusinessList()
{
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
'data_received_date' => 'Data Received Date',
'closure_date' => 'Closure Date',
];
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
$this->loadLayout('business_team_list', $data);
}
public function reportFinanceList()
{
$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
$data['date_type'] = [
'policy_issue_date' => 'Policy Issue Date',
'policy_start_date' => 'Policy Start Date',
'policy_end_date' => 'Policy End Date',
'data_received_date' => 'Data Received Date',
'closure_date' => 'Closure Date',
];
//filter datas
$start_date = $this->request->getGet('start_date');
$end_date = $this->request->getGet('end_date');
$client_id = $this->request->getGet('client_id');
$insurer_id = $this->request->getGet('insurer_id');
$policy_type_id = $this->request->getGet('policy_type_id');
$date_type = $this->request->getGet('date_type');
$issuer = $this->request->getGet('issuer');
$start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
$end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
$client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
$insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
$policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
$date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
$this->loadLayout('finance_team_list', $data);
}
//---------------------------------------------------------------------------------------------------
//insurer statement list page
public function statementList()
{
// dd($this->updateInsurerStatement(['file_id' => 13]));
// dd($this->validateInsurerStatement(['file_id' => 30]));
// $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
$today = date('Y-m-d');
$fromday = $from_date = date('Y-m-d', strtotime('-60 days', strtotime($today)));
// echo $fromday;die();
$data['invoice_status_array'] = $this->invoiceStatus;
$data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
@ -1078,7 +1433,7 @@ class PolicyTransactionController extends BaseController
WHERE pt_co_share_details.is_active = 1
AND pt_co_share_details.statement_id = insurer_statements.id
) AS exp_inv_amt,
(SELECT SUM(inv_payment_details.inv_amt)
(SELECT SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)
FROM inv_payment_details
WHERE inv_payment_details.is_active = 1
AND inv_payment_details.statement_id = insurer_statements.id
@ -1088,10 +1443,12 @@ class PolicyTransactionController extends BaseController
->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
->where('insurer_statements.is_active', 1)
->where('date(insurer_statements.created_at) >= ', $from_date)
->where('date(insurer_statements.created_at) <= ', $today)
->orderBy('insurer_statements.id', 'DESC')
->findAll();
// dd( $data['insurer_statement_list']);
// dd( $this->insurerStatements->getLastQuery());
$this->loadLayout('insurer_statement_list', $data);
}
@ -1107,7 +1464,7 @@ class PolicyTransactionController extends BaseController
'max_size[statement,16384]',
],
]);
$this->createStatementFolder();
// $this->createStatementFolder();
if ($validated)
{
$avatar = $this->request->getFile('statement');
@ -1144,6 +1501,8 @@ class PolicyTransactionController extends BaseController
// print_r($branch_id);
// die();
$month = $this->request->getPost('statement_month');
$month = $month.'-01';
// print_r($month);die;
$month = change_date_format($month,'Y-M-d','Y-m-d');
// print_r($month);die;
@ -1232,27 +1591,28 @@ class PolicyTransactionController extends BaseController
// dd($highestRowAndColumn);
$excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
unset($excel_data[0]);
// dd($excel_data);
// Kint::dump($excel_data);
//get no of line items and update in DB
$line_items = count($excel_data);
// get uploaded month transactions data
$source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
// var_dump($source_data);die();
// Kint::dump($excel_data);
// Kint::dump($source_data);//die();
// check policy no,insurer and etc in DB for this month
// if all good return true, otherwise return false with messssage
foreach ($excel_data as $excel_key => $excel_row)
{
$is_source_found = 0;
$excel_row[4] = trim($excel_row[4]);
$excel_row[5] = trim($excel_row[5]);
// Kint::dump(change_date_format($excel_row[4],'d-m-Y','Y-m-d'));
// echo $excel_row[1].'#'.$excel_row[2] .'#'.$excel_row[3].'#'.change_date_format($excel_row[4],'d-m-Y','Y-m-d').'#'.change_date_format($excel_row[5],'d-m-Y','Y-m-d').'<br>';
$policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]);//policy_start_date from excel
$policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]);//policy_end_date from excel
$policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]);//policy_end_date from excel
$client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]);//clientname from excel
$endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]);//policy_end_date from excel
foreach ($source_data as $source_key => $source_row)
{
// Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
if( (trim($excel_row[1]) == $source_row['policy_no']) && trim($excel_row[2]) == $source_row['endorsement_no'] && trim($excel_row[3]) == $source_row['client_name'] && change_date_format($excel_row[4],'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($excel_row[5],'d-m-Y','Y-m-d') == $source_row['policy_end_date'])
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_row['endorsement_no'] && change_date_format($policy_start_date,'d/m/Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d/m/Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
{
$is_source_found = 1;
unset($source_data[$source_key]);
@ -1268,7 +1628,6 @@ class PolicyTransactionController extends BaseController
$error_data['error_data'] = array_merge($error_data['error_data'],[$excel_row[0]]);//match not found
}
}
if($error_data['error_code'])
{
$status = 'failed';
@ -1336,13 +1695,16 @@ class PolicyTransactionController extends BaseController
foreach ($excel_data as $excel_key => $excel_row)
{
$is_source_found = 0;
$excel_row[4] = trim($excel_row[4]);
$excel_row[5] = trim($excel_row[5]);
$policy_start_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[4]);//policy_start_date from excel
$policy_end_date = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[5]);//policy_end_date from excel
$policy_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[1]);//policy_end_date from excel
$client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]);//clientname from excel
$endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]);//policy_end_date from excel
foreach ($source_data as $source_key => $source_row)
{
// Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
if( (trim($excel_row[1]) == $source_row['policy_no']) && trim($excel_row[2]) == $source_row['endorsement_no'] && trim($excel_row[3]) == $source_row['client_name'] && change_date_format($excel_row[4],'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($excel_row[5],'d-m-Y','Y-m-d') == $source_row['policy_end_date'])
// Kint::dump(change_date_format($excel_row[3],'d/m/Y','Y-m-d'));
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_row['endorsement_no'] && change_date_format($policy_start_date,'d/m/Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d/m/Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
{
$is_source_found = 1;
@ -1439,10 +1801,11 @@ class PolicyTransactionController extends BaseController
->where('is_active',1)
->get()
->getResultArray();
// print_r($inv_details);
// ~dd($inv_details);
$data = [ 'invoice_status' => $inv_details['invoice_status'],
'invoice_no' => $inv_details['invoice_no'],
'invoice_date' => $inv_details['invoice_date'] ];
'invoice_amount' => $inv_details['invoice_amount'],
'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'],'Y-m-d','d/m/Y') : null ];
$data['payments'] = $inv_payment_details;
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
@ -1459,13 +1822,15 @@ class PolicyTransactionController extends BaseController
$invoiceStatus = $jsonData['invoice_status'];
$hiddenStatementId = $jsonData['hidden_statement_id'];
$invoiceNo = $jsonData['invoice_no'];
$invoiceDate = $jsonData['invoice_date'];
$invoiceDate = change_date_format($jsonData['invoice_date'],'d/m/Y','Y-m-d');
$invoice_amount = $jsonData['invoice_amount'];
//Update statement table
$parentData = [
'invoice_status' => $invoiceStatus,
'invoice_no' => $invoiceNo,
'invoice_date' => $invoiceDate,
'invoice_amount' => $invoice_amount,
'updated_by' => get_session_userid()
];
@ -1474,21 +1839,24 @@ class PolicyTransactionController extends BaseController
$this->insurerStatements->update($hiddenStatementId, $parentData);
// Process child data
$invoiceAmounts = $jsonData['invoice_amount'];
$receivedAmounts = $jsonData['received_amount'];
$utrNos = $jsonData['utr_no'];
$tdsTotal = $jsonData['tds'];
$paymentDates = $jsonData['payment_date'];
$pks = $jsonData['pk'];
foreach ($invoiceAmounts as $index => $invoiceAmount) {
foreach ($receivedAmounts as $index => $receivedAmount) {
$pk = $pks[$index]; // Get the pk for the current record
$utrNo = $utrNos[$index];
$tds = $tdsTotal[$index];
$paymentDate = $paymentDates[$index];
// Prepare data for insert/update
$childData = [
'inv_amt' => $invoiceAmount,
'inv_amt' => $receivedAmount,
'utr_no' => $utrNo,
'received_date' => $paymentDate,
'tds' => $tds,
'received_date' => change_date_format($paymentDate,'d/m/Y','Y-m-d'),
'statement_id' => $hiddenStatementId
];
if($pk){
@ -1540,7 +1908,6 @@ class PolicyTransactionController extends BaseController
return $this->respond(['dataStatus' => true, 'code' => 200,'data' => $file['reason']], 200);
}
public function dmsSearch()
{
// echo 'scbsc';die();

20
app/Helpers/DepositHelper.php
View File

@ -50,13 +50,13 @@ class DepositHelper
'amount' => $data['amount'],
'sub_type' => $data['sub_type_id'],
'client_id' => $data['client_id'],
'client_policy_id' => $data['client_policy_id'],
'client_policy_id' => $data['client_policy_id'] ?? 0,
'cd_ac_no' => $data['cd_ac_no'],
'endorsement_no' => $data['endorsement_no'],
'insurer_id' => $data['insurer_id'],
'unit' => $data['unit'] ?? null,
'description' => $data['description'],
'event_name' => $data['event_name'],
'description' => $data['description'] ?? null,
'event_name' => $data['event_name'] ?? null,
'transaction_type' => $data['transaction_type'],
'is_active' => 1,
'created_by' => $loggedInUserID,
@ -99,17 +99,17 @@ class DepositHelper
$getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
$getLastBalanceParams = [$cd_ac_no];
$lastBalance = $model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->balance ?? null;
$lastBalance = $model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->balance ?? 0;
if(empty($lastBalance) && $lastBalance == null){
// if(empty($lastBalance) && $lastBalance == null){
$cd_model = new ClientDepositModel();
// $cd_model = new ClientDepositModel();
$getLastBalanceQuery = "SELECT opening_bal FROM cd_master WHERE client_id = ? AND insurer_id = ? AND cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
$getLastBalanceParams = [$clientId, $insurerId, $cd_ac_no];
// $getLastBalanceQuery = "SELECT opening_bal FROM cd_master WHERE client_id = ? AND insurer_id = ? AND cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
// $getLastBalanceParams = [$clientId, $insurerId, $cd_ac_no];
$lastBalance = $cd_model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->opening_bal ?? 0;
}
// $lastBalance = $cd_model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->opening_bal ?? 0;
// }
return $lastBalance;
}

9
app/Helpers/session_helper.php
View File

@ -140,6 +140,15 @@ if (!function_exists('get_session_context')) {
}
}
if (!function_exists('user_team')) {
function user_team()
{
// $CI =& get_instance();
$session = \Config\Services::session();
return $session->get('user_team');
}
}

2
app/Models/ClientPolicyModel.php
View File

@ -139,7 +139,7 @@ class ClientPolicyModel extends Model
->select('clients.client_name as client_name')
->join('clients','clients.id=client_policy.client_id')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('cd_master', 'cd_master.insurer_id = client_policy.insurer_id')
->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
->where('client_policy.client_id', $id)
->groupBy('client_policy.insurer_id')
->groupBy('client_policy.client_id', $id) // Group by insurer_id

11
app/Models/InsurerModel.php
View File

@ -37,12 +37,15 @@ class InsurerModel extends Model
->getResult();
}
public function getInsurerName($insurerId)
public function getInsurerName($insurerId, $client_id)
{
// Fetch the insurer name based on the insurer ID
$query = $this->select('insurers.id,insurers.name, cd_master.cd_ac_no')
->join('cd_master', 'cd_master.insurer_id = insurers.id')
->where('insurers.id', $insurerId)
$query = $this->db->table('client_policy')
->select('insurers.id, insurers.name, cd_master.cd_ac_no')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
->where('client_policy.insurer_id', $insurerId)
->where('client_policy.client_id', $client_id)
->get();
if ($query->resultID->num_rows > 0) {

1
app/Models/InsurerStatements.php
View File

@ -21,6 +21,7 @@ class InsurerStatements extends Model
"reason",
"invoice_status",
"invoice_no",
"invoice_amount",
"invoice_date",
"updated_by"

1
app/Models/InvPaymentDetailsModel.php
View File

@ -15,6 +15,7 @@ class InvPaymentDetailsModel extends Model
'statement_id',
'inv_amt',
'utr_no',
'tds',
'received_date',
'created_by',
'is_active',

8
app/Models/PTCOShareDetailsModel.php
View File

@ -87,16 +87,18 @@ class PTCOShareDetailsModel extends Model
pt_co.bp_amt,
pt_co.tp_amt,
pt_co.tep_amt,
pt_co.exp_amt
pt_co.exp_amt,
pt_co.statement_id
')
->join('policy_transaction pt', 'pt_co.pt_id = pt.id')
->join('clients c', 'pt.client_id = c.id')
->where('pt_co.is_active', 1)
->where('MONTH(pt.created_at)', $month)
->where('YEAR(pt.created_at)', $year)
->where('MONTH(pt.month)', $month)
->where('YEAR(pt.month)', $year)
->where('pt_co.insurer_id', $insurer_id)
->where('pt_co.insurer_branch_id', $insurer_branch_id)
->where('pt_co.statement_id is null')
->where('pt.status','completed')
// ->where('pt_co.exp_amt', 0.00)
// ->orWhere('pt_co.exp_amt is null')
->get()

492
app/Models/PolicyTransactionModel.php
View File

@ -75,6 +75,7 @@ class PolicyTransactionModel extends Model
'ct_type',
'ct_tran_id',
'remarks',
'month',
];
@ -119,7 +120,11 @@ class PolicyTransactionModel extends Model
->select("
policy_transaction.*,
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(policy_transaction.policy_issue_date, '%b') AS policy_issue_month,
DATE_FORMAT(
IF(policy_transaction.month IS NULL,
policy_transaction.policy_issue_date,
policy_transaction.month),
'%b %Y') AS policy_issue_month,
CASE
WHEN clients.client_type = 1 THEN 'Group'
WHEN clients.client_type = 2 THEN 'Retail'
@ -147,31 +152,110 @@ class PolicyTransactionModel extends Model
vehicle.vehicle_no,
tpa.name as tpa_name,
pt_co_share_details.remark as remarks,
pt_co_share_details.reward,
pt_co_share_details.bp_amt,
sales_user.first_name as salse_person_name,
service_user.first_name as service_person_name,
ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
pt_co_share_details.agreed_bp_per,
ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) AS total_irda,
ROUND((ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) * 18 / 100), 2) AS gst_on_revenue,
ROUND(
(ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) +
ROUND((ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) * 18 / 100), 2)),
2) AS total_amt_received
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) AS total_irda,
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) * 18 / 100),
2) AS gst_on_revenue,
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) +
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) * 18 / 100),
2)),
2) AS total_amt_received,
insurer_statements.invoice_date,
insurer_statements.invoice_no,
insurer_statements.invoice_amount,
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS realization_amount,
ROUND(
insurer_statements.invoice_amount -
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
),
2) AS outstanding_amount,
(
SELECT
GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS utr_numbers,
(
SELECT
GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS payment_dates
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.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')
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
@ -188,6 +272,13 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
->where('policy_transaction.'.$date_type.'<=', $endDate);
}else{
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
@ -206,7 +297,394 @@ class PolicyTransactionModel extends Model
$builder->where('policy_transaction.issuer', $issuer);
}
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
// dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
$builder = $this->db->table('policy_transaction')
->select('
policy_transaction.*,
clients.short_name AS client_short_name,
clients.client_code,
clients.client_type,
clients.client_name,
client_branch.branch_name AS client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type,
pt_co_share_details.agreed_amt AS amount,
pt_co_share_details.bp_amt AS bp,
pt_co_share_details.tp_amt AS tp
')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type', 'inception');
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
->where('policy_transaction.'.$date_type.'<=', $endDate);
}else{
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
// dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
$builder = $this->db->table('policy_transaction')
->select('
policy_transaction.*,
clients.short_name as client_short_name,
clients.client_code,
client_branch.branch_name as client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type
')
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'policy_transaction.client_id = clients.id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception');
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.'.$date_type.'>=', $startDate)
->where('policy_transaction.'.$date_type.'<=', $endDate);
}else{
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type,
pt_co_share_details.exp_amt,
pt_co_share_details.variance,
insurer_statements.invoice_amount,
insurer_statements.invoice_status,
ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS realization_amount,
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0')
->where('pt_co_share_details.variance IS NOT NULL')
->where('pt_co_share_details.variance !=', 0);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select([
'policy_transaction.id AS policy_trns_id',
'clients.client_name',
'insurers.name AS insurer_name',
'policy_type.policy_type',
'policy_transaction.policy_no',
'policy_transaction.endorsement_no',
"CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type",
'policy_transaction.action_type as action_type_full',
'pt_co_share_details.bp_amt',
'pt_co_share_details.tp_amt',
'pt_co_share_details.tep_amt'
])
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.status', 'completed')
->where('pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0');
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type,
policy_transaction.action_type AS action_type_full,
pt_co_share_details.exp_amt,
pt_co_share_details.variance
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.status', 'completed')
->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
->where('policy_transaction.' . $date_type . '<=', $endDate);
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
}

19
app/Models/UserModel.php
View File

@ -105,5 +105,24 @@ class UserModel extends Model
->getResult();
}
public function getUserTeamsByUserID($user_id){
$user_teams = $this->db->table('user_profiles')
->select('user_teams.team_id')
->join('user_teams', 'user_profiles.id = user_teams.user_id')
->where('user_profiles.id', $user_id)
->where('user_teams.is_active', 1)
->get()
->getResultArray();
if (!empty($user_teams)) {
// Extract only the 'team_id' values
$team_ids = array_column($user_teams, 'team_id');
return $team_ids; // Return array of team IDs
} else {
return []; // Return empty array if no teams found
}
}
}
?>

13
app/Views/DashBoard.php
View File

@ -62,10 +62,23 @@ body {
<span class="d-none d-sm-inline-block">Enrolment</span>
</a>
</li>
<?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
<li class="nav-item">
<a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="bds_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">BDS</span>
</a>
</li>
<?php } ?>
</ul>
<div class="tab-content">
<?php include('enrollment_dash.php'); ?>
<?php include('endorsement_dash.php'); ?>
<?php include('bds_dash.php'); ?>
</div>
</div>
<!-- </div> -->

195
app/Views/bds_dash.php Normal file
View File

@ -0,0 +1,195 @@
<style>
body{
margin-top:20px;
background:#FAFAFA;
}
.order-card {
color: #fff;
}
.bg-c-blue {
background: linear-gradient(45deg,#4099ff,#73b4ff);
}
.bg-c-green {
background: linear-gradient(45deg,#2ed8b6,#59e0c5);
}
.bg-c-yellow {
background: linear-gradient(45deg,#FFB64D,#ffcb80);
}
.bg-c-pink {
background: linear-gradient(45deg,#FF5370,#ff869a);
}
.bg-c-red {
background: linear-gradient(45deg,#FF4E50,#F9D423);
}
.bg-c-purple {
background: linear-gradient(45deg,#9D50BB,#6E48AA);
}
.bg-c-orange {
background: linear-gradient(45deg,#F2994A,#F2C94C);
}
.bg-c-teal {
background: linear-gradient(45deg,#1ABC9C,#16A085);
}
.bg-c-cyan {
background: linear-gradient(45deg,#00C9FF,#92FE9D);
}
.bg-c-lime {
background: linear-gradient(45deg,#A8E063,#56AB2F);
}
.bg-c-indigo {
background: linear-gradient(45deg,#3F51B5,#5A55AE);
}
.bg-c-Pelorous {
background: linear-gradient(45deg, #00d6db, #00a8b5);
}
.bg-c-Pelorous2 {
background: linear-gradient(45deg, #02a8b5, #017f8b);
}
.bg-c-Pelorous3 {
background: linear-gradient(45deg, #098895, #046063);
}
.bg-c-Grenadier {
background: linear-gradient(45deg, #ff9d37, #ff7a10);
}
.bg-c-Grenadier2 {
background: linear-gradient(45deg, #ff8010, #ff4c00);
}
.bg-c-Grenadier3 {
background: linear-gradient(45deg, #f06306, #cc4b05);
}
.bg-c-SilverChalice {
background: linear-gradient(45deg, #a3a8a8, #8f9494);
}
.bg-c-SilverChalice2 {
background: linear-gradient(45deg, #7e8484, #686e6e);
}
.bg-c-SilverChalice3 {
background: linear-gradient(45deg, #5c6363, #434949);
}
.card {
border-radius: 5px;
-webkit-box-shadow: 0 1px 2.94px 0.06px rgba(4,26,55,0.16);
box-shadow: 0 1px 2.94px 0.06px rgba(4,26,55,0.16);
border: none;
margin-bottom: 30px;
-webkit-transition: all 0.3s ease-in-out;
transition: all 0.3s ease-in-out;
}
.card .card-block {
padding-top: 10px;
padding-bottom: 10px;
padding-left: 25px;
padding-right: 25px;
}
.order-card i {
font-size: 26px;
}
.f-left {
float: left;
}
.f-right {
float: right;
}
.m-b-1{
margin-top: 0;
margin-bottom: 5px;
}
.modal-right{
width: 100% !important;
justify-content: normal !important;
}
.modal-body {
max-height: 100vh;
overflow-y: auto;
padding-left: 25px !important;
padding-right: 25px !important;
padding-top: 10px !important;
padding-bottom: 35% !important;
}
</style>
<div class="tab-pane fade" id="bds-dash-tab" style="/*padding-left: 35px;*/padding-right: 35px;">
<div class="row">
<?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<div class="col-md-4 col-xl-3">
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous order-card" onclick="linkRedirectForBDS(this, 'B')">
<div class="card-block">
<h6 class="m-b-20 font-15">Business Team Pending</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $businessTeamCount ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<?php } ?>
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
<div class="col-md-4 col-xl-3">
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous2 order-card" onclick="linkRedirectForBDS(this, 'F')">
<div class="card-block">
<h6 class="m-b-20 font-15">Finance Team Pending</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $financeTeamCount ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<?php } ?>
</div>
</div>
<script>
function linkRedirectForBDS(input, team)
{
var link = "";
if(team == 'B'){
link = '<?= base_url('/policy_tranction/report/report-business-list') ?>'
}else if(team == 'F'){
link = '<?= base_url('/policy_tranction/report/report-finance-list') ?>'
}
console.log(link);
if(link){
window.location.href = link;
}
}
</script>

440
app/Views/business_team_list.php Normal file
View File

@ -0,0 +1,440 @@
<style>
.table th,
.table td {
padding: 8px;
}
table.dataTable tbody td {
padding: 4px 4px !important;
}
.col-12 {
max-width: 98% !important;
}
.dataTables_filter {
position: absolute;
}
</style>
<div class="row">
<div class="col-12" style="margin-top: -12px;">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h5 class="m-1">
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h5>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
<?php
if (isset($clients) && count($clients)) {
foreach ($clients as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if (isset($insurer) && count($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
foreach ($policy_types as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
<select class="form-control" id="issuer" name="issuer" required>
<option value="0">Select Issure</option>
<?php
if (isset($issuer) && count($issuer)) {
foreach ($issuer as $key => $value) {
echo "<option value=" . $key . ">" . $value . "</option>";
}
}
?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
foreach ($date_type as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>"
class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>"
class="btn btn-primary" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
<!-- <div class="form-group text-right m-b-0">
<button type="button" class="btn btn-secondary" id="clear-filters">Clear</button>
<a href="<?= base_url("/policy_tranction/report/list"); ?>"
class="btn btn-primary waves-effect waves-light" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div> -->
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="col-12" id="second_page">
<div class="card">
<div class="card-body">
<div class="row" style="padding-bottom: 10px;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Business Team</h4>
</div>
</div>
<div class="table-responsive" style="overflow-x: auto;">
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
<th>S.No</th>
<th>Client Name</th>
<th>Insurer</th>
<th>Policy</th>
<th>Policy No</th>
<th>Endorsement No</th>
<th>Event Type</th>
<th>Action</th>
</tr>
</thead>
<tbody>
<?php if (isset($business_list)) { ?>
<?php foreach($business_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['action_type_full']; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="
<?php
if ($row['action_type'] == 'I') {
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['policy_trns_id'];
} else {
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['policy_trns_id'];
}
?>" id="get-policy-list" class="dropdown-item btnEdit">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
<div>
</div>
</div>
</div><!-- end col -->
</div>
</div>
<script>
// Datatable document ready
$(document).ready(function() {
var ticketsTable = $('#scroll-horizontal-datatable');
if (ticketsTable.length) {
ticketsTable.DataTable({
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
},
{
extend: 'excel',
text: 'Excel',
title: 'Policy-Tranction-BDS-List',
customize: function(xlsx) {
var sheet = xlsx.xl.worksheets['sheet1.xml'];
var total = 0;
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this)
.text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
});
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) +
2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex +
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
'</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
$(sheet).find('sheetData').append(totalRow);
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");
}
});
$(document).ready(function() {
getURLParams()
$('#client_id').select2();
$('#insurer_id').select2();
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event) {
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
var policy_type_id = $('#policy_type_id').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer').val();
console.log(start_date + '-' + end_date);
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
hideDateField(date_type)
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function() {
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
$('#insurer_id').val(insurer_id).change()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
}, 1000)
}
}
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id').val('0').change();
$('#insurer_id').val('0').change();
$('#policy_type_id').val('0').change();
$('#date_type').val('0');
$('#issuer').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
});
function hideDateField(input = null) {
let val = $('#date_type').val();
if (input) {
val = input;
}
if (val != 0) {
$('#date_div').show()
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);
var queryParams = {
pt_id: pt_id,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
</script>

23
app/Views/client_branch.php
View File

@ -11,6 +11,20 @@
.select2-container .select2-selection--multiple .select2-selection__choice {
color: #000000;
}
/* .select2-search__field{
height: 2px !important;
} */
.select2-selection__choice {
background-color: #0a8794 !important;
color: white !important;
font-weight: bold;
}
.select2-selection__choice__remove {
color: white !important;
margin-right: 5px;
}
</style>
<style>
@ -760,6 +774,7 @@ $(document).ready(function() {
$("#selected").select2({
tags: true,
placeholder: "Enter Units",
tokenSeparators: [], // Disable default token separators
createTag: function (params) {
var term = $.trim(params.term);
@ -772,7 +787,11 @@ $(document).ready(function() {
newTag: true
};
}
});
})
$("textarea.select2-search__field").attr('rows', '1');
$("textarea.select2-search__field").css('resize', 'none');
// Intercept keydown event
$("#selected").on('select2:select', function (e) {
@ -802,13 +821,13 @@ $(document).ready(function() {
// Get the Select2 container element
var select2Container = $('#selected').next('.select2-container');
// Find the dropdown within the Select2 container
var select2Dropdown = select2Container.find('.select2-dropdown');
// Set the display style to none
select2Dropdown.css('display', 'none');
});
$(document).ready(function() {

54
app/Views/client_kyc.php
View File

@ -51,7 +51,7 @@
<div class="form-group col-md-4">
<label for="kyc_docs">File<span
class="text-danger">*</span></label>
<input class="form-control" type="file" name="file_name" multiple="true" id="kyc_docs_file" required accept=".pdf, .jpeg, .jpg, .png">
<input class="form-control" type="file" name="file_name" id="kyc_docs_file" required accept=".pdf, .jpeg, .jpg, .png">
</div>
<!-- <div class="form-group col-md-4 align-self-end"> -->
<div class="form-group col-md-4" style="<?= isset($client['id']) ? 'margin-top: 41px;' : 'margin-top: 30px;' ?>">
@ -174,13 +174,19 @@
$('#name_'+item.kyc_doc_type_id).html(item.file_name);
$('#form_'+item.kyc_doc_type_id).hide();
var url = "<?= base_url('/downloadGdriveFile'); ?>" +
"?client_id=" + item.client_id +
"&file_type=kyc" +
"&file_name=" + item.file_name +
"&client_policy_id=client_policy_id";
// console.log('step 1')
if(item.file_name != null && item.file_name != ""){
// console.log('step 2')
$('#download_'+item.kyc_doc_type_id).show();
$('#download_' + item.kyc_doc_type_id).attr('href', '<?= base_url('download-kyc-docs/') ?>' + item.file_name);
$('#download_' + item.kyc_doc_type_id).attr('href', url);
$('#delete_'+item.kyc_doc_type_id).show();
}
@ -227,7 +233,6 @@
})
$('#btn_other_docs').click(function(){
$('#others').toggle();
$('#other_docs_table').toggle();
@ -286,6 +291,14 @@
other_docs_count++;
}
var url = "<?= base_url('/downloadGdriveFile'); ?>" +
"?client_id=" + item.client_id +
"&file_type=kyc" +
"&file_name=" + item.file_name +
"&client_policy_id=client_policy_id";
// console.log("Current item:", item);
if (item.kyc_doc_type_id == '0') {
// console.log("Appending item:", item);
@ -294,14 +307,16 @@
<td>${item.other_docs_name}</td>
<td>${item.file_name}</td>
<td>
<i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
<a href = "<?= base_url('download-kyc-docs/') ?>${item.file_name}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
<a href = "${url}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
</td>
</tr>
`;
}
$('#other_docs').append(rowHtml);
//<i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
if(other_docs_count > 0){
$('#others').show()
$('#other_docs_table').show();
@ -406,13 +421,12 @@
</td>
<td id="name_${item.id}" style="display:none;"></td>
<td>
<i id="delete_${item.id}" data-id="${item.id}" class="mdi mdi-delete btnKycDelete" style="font-size:18px; display: none"></i>
<a id="download_${item.id}" data-id="${item.id}" class="fa fa-download" style="font-size:18px; display: none" download></a>
</td>
</tr>`;
tbody.append(row);
});
//<i id="delete_${item.id}" data-id="${item.id}" class="mdi mdi-delete btnKycDelete" style="font-size:18px; display: none"></i>
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
@ -430,9 +444,9 @@
function appendKycTableListData(data){
console.log('-----------------------------------------------------------')
console.log('appendKycTableListData function called')
console.log('-----------------------------------------------------------')
// console.log('-----------------------------------------------------------')
// console.log('appendKycTableListData function called')
// console.log('-----------------------------------------------------------')
var table = '';
@ -447,19 +461,27 @@
other_docs_count++;
}
var url = "<?= base_url('/downloadGdriveFile'); ?>" +
"?client_id=" + item.client_id +
"&file_type=kyc" +
"&file_name=" + item.file_name +
"&client_policy_id=client_policy_id";
if(item.kyc_doc_type_id == '0'){
table += `
<tr id="kyc-${item.id}">
<td>${item.other_docs_name}</td>
<td>${item.file_name}</td>
<td>
<i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
<a href = "<?= base_url('download-kyc-docs/') ?>${item.file_name}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
<a href = "${url}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" target="_blank"></a>
</td>
</tr>
`;
}
// <i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
});
$('#other_docs').append(table);
@ -480,11 +502,17 @@
// console.log('step 1')
var url = "<?= base_url('/downloadGdriveFile'); ?>" +
"?client_id=" + item.client_id +
"&file_type=kyc" +
"&file_name=" + item.file_name +
"&client_policy_id=client_policy_id";
if(item.file_name != null && item.file_name != ""){
// console.log('step 2')
$('#download_'+item.kyc_doc_type_id).show();
$('#download_' + item.kyc_doc_type_id).attr('href', '<?= base_url('download-kyc-docs/') ?>' + item.file_name);
$('#download_' + item.kyc_doc_type_id).attr('href', url).attr('target', '_blank');;
$('#delete_'+item.kyc_doc_type_id).show();
}
else{

10
app/Views/client_policy.php
View File

@ -237,8 +237,6 @@
}
});
// Initialize Flatpickr for the start date with today's date
var openDatePicker = flatpickr("#open_date", {
dateFormat: "d-m-Y",
@ -717,7 +715,7 @@
setTimeout(function() {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, 1000);
}, 1100);
$('#policy_form_action').val('<?= base_url("client/policy/edit"); ?>');
@ -836,7 +834,6 @@
}
if (res.data.is_addon == 2 || res.data.is_addon == 3) {
$("#insurer").next(".select2-container").css({
@ -870,7 +867,6 @@
});
}
if (res.data.policy_type_id == '1' || res.data.policy_type_id == '6' || res.data.policy_type_id == '7') {
$('#tpa').prop('required', false);
$('#tpa_danger').hide()
@ -879,13 +875,15 @@
$('#tpa_danger').show()
}
setTimeout(() => {
$('#client_branch').val(res.data.client_branch_id).select2();
}, 1000);
setTimeout(function(){
appendCDACNO(res.cd_data, res.data.cd_ac_no) // append and select the current CD Account Number
appendBasePolicyList(res.client_policy_list, res.data.base_policy, res.data.client_branch_id); // append and select the Base palicy
}, 2000)
$('#client_branch').val(res.data.client_branch_id).change();
},
error: function(xhr, status, error) {

5
app/Views/drive_file_upload.php
View File

@ -12,9 +12,10 @@
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<form class="parsley-examples" id="drive_file_upload_form" method="post"
enctype="multipart/form-data" onsubmit="return validateForm();">
enctype="multipart/form-data">
<input type="hidden" id="policy_tranction_primarykey_for_file_upload" name="pt_id">
<input type="hidden" id="client_policy_id_for_file_upload" name="client_policy_id">
<div class="form-group">
@ -50,7 +51,7 @@
<th>S.No</th>
<th>Docs Name</th>
<th>File Name</th>
<th>Drive File Location</th>
<th>Action</th>
</tr>
</thead>
<tbody id="table_bd">

6
app/Views/employee_upload.php
View File

@ -911,10 +911,10 @@ $(document).ready(function() {
var select = document.getElementById("upload-action-type");
for (var i = 0; i < select.options.length; i++) {
select.options[i].disabled = true;
if (select.options[i].value === "inception") {
if (select.options[i].value === "inception" || select.options[i].value === "enrollment") {
select.options[i].disabled = false;
}
if (select.options[i].value === "") {
if (select.options[i].value === "" || select.options[i].value === "enrollment") {
select.options[i].disabled = false;
}
}
@ -935,7 +935,7 @@ $(document).ready(function() {
console.error('Error fetching data from API:', error);
var select = document.getElementById("upload-action-type");
for (var i = 0; i < select.options.length; i++) {
if (select.options[i].value === "inception") {
if (select.options[i].value === "inception" || select.options[i].value === "enrollment" ) {
select.options[i].disabled = false;
break;
}

6
app/Views/enrollment_dash.php
View File

@ -1,11 +1,11 @@
<!-- Bootstrap CSS -->
<link href="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/4.6.0/css/bootstrap.min.css" rel="stylesheet">
<!-- <link href="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/4.6.0/css/bootstrap.min.css" rel="stylesheet"> -->
<!-- jQuery -->
<script src="https://code.jquery.com/jquery-3.6.0.min.js"></script>
<!-- <script src="https://code.jquery.com/jquery-3.6.0.min.js"></script> -->
<!-- Bootstrap JS -->
<script src="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/4.6.0/js/bootstrap.bundle.min.js"></script>
<!-- <script src="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/4.6.0/js/bootstrap.bundle.min.js"></script> -->
<!-- Bootstrap JS (ensure this is included) -->
<script src="https://cdnjs.cloudflare.com/ajax/libs/twitter-bootstrap/4.6.0/js/bootstrap.min.js"></script>

440
app/Views/finance_team_list.php Normal file
View File

@ -0,0 +1,440 @@
<style>
.table th,
.table td {
padding: 8px;
}
table.dataTable tbody td {
padding: 4px 4px !important;
}
.col-12 {
max-width: 98% !important;
}
.dataTables_filter {
position: absolute;
}
</style>
<div class="row" id="finance_filter">
<div class="col-12" style="margin-top: -12px;">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h5 class="m-1">
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h5>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
<?php
if (isset($clients) && count($clients)) {
foreach ($clients as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if (isset($insurer) && count($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
foreach ($policy_types as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
<select class="form-control" id="issuer" name="issuer" required>
<option value="0">Select Issure</option>
<?php
if (isset($issuer) && count($issuer)) {
foreach ($issuer as $key => $value) {
echo "<option value=" . $key . ">" . $value . "</option>";
}
}
?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
foreach ($date_type as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>"
class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>"
class="btn btn-primary" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
<!-- <div class="form-group text-right m-b-0">
<button type="button" class="btn btn-secondary" id="clear-filters">Clear</button>
<a href="<?= base_url("/policy_tranction/report/list"); ?>"
class="btn btn-primary waves-effect waves-light" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div> -->
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="col-12" id="finance_list">
<div class="card">
<div class="card-body">
<div class="row" style="padding-bottom: 10px;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Finance Team</h4>
</div>
</div>
<div class="table-responsive" style="overflow-x: auto;">
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
<th>S.No</th>
<th>Client Name</th>
<th>Insurer</th>
<th>Policy</th>
<th>Policy No</th>
<th>Endorsement No</th>
<th>Event Type</th>
<th>Action</th>
</tr>
</thead>
<tbody>
<?php if (isset($finance_list)) { ?>
<?php foreach($finance_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['action_type_full']; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="
<?php
if ($row['action_type'] == 'I') {
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['id'];
} else {
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['id'];
}
?>" id="get-policy-list" class="dropdown-item btnEdit">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
<div>
</div>
</div>
</div><!-- end col -->
</div>
</div>
<script>
// Datatable document ready
$(document).ready(function() {
var ticketsTable = $('#scroll-horizontal-datatable');
if (ticketsTable.length) {
ticketsTable.DataTable({
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
},
{
extend: 'excel',
text: 'Excel',
title: 'Policy-Tranction-BDS-List',
customize: function(xlsx) {
var sheet = xlsx.xl.worksheets['sheet1.xml'];
var total = 0;
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this)
.text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
});
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) +
2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex +
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
'</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
$(sheet).find('sheetData').append(totalRow);
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");
}
});
$(document).ready(function() {
getURLParams()
$('#client_id').select2();
$('#insurer_id').select2();
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event) {
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
var policy_type_id = $('#policy_type_id').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer').val();
console.log(start_date + '-' + end_date);
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
hideDateField(date_type)
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function() {
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
$('#insurer_id').val(insurer_id).change()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
}, 1000)
}
}
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id').val('0').change();
$('#insurer_id').val('0').change();
$('#policy_type_id').val('0').change();
$('#date_type').val('0');
$('#issuer').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
});
function hideDateField(input = null) {
let val = $('#date_type').val();
if (input) {
val = input;
}
if (val != 0) {
$('#date_div').show()
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);
var queryParams = {
pt_id: pt_id,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
</script>

265
app/Views/insurer_statement_list.php
View File

@ -113,13 +113,10 @@ table.dataTable tbody td {
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Insurer Statement List</h4>
</div>
<!-- <div class="col-2" id="add_div" style="text-align: right; position: relative;top: 56px; left: 314px;"> -->
<!-- <button type="button" id="change_status" class="btn btn-primary waves-effect waves-light">Invoice Status</button> -->
<!-- </div> -->
<!-- <div class="col-1" id="status_change" style="text-align: right; position: relative;top: 56px; left: 291px;"> -->
<div class="col-6" style="text-align: right;">
<button type="button" id="btnAdd" onclick="showFileUploadModal()" class="btn btn-primary waves-effect waves-light">Upload</button>
<!-- </div> -->
</div>
</div>
<div>
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
@ -155,18 +152,20 @@ table.dataTable tbody td {
<td><?php echo (isset($invoice_status_array[ $row['invoice_status'] ]) ? $invoice_status_array[ $row['invoice_status'] ] : ' - ') ?>
<span class="col-xl-3 col-lg-4 col-sm-6">
<?php if($row['file_status'] == 'success' ) { ?>
<i class="fe-alert-circle"
data-toggle="tooltip"
data-placement="right"
title="<?php echo 'Exp Invoice Amt: ' . (isset($row['exp_inv_amt']) ? $row['exp_inv_amt'] : '0.00' ) . ' Received Invoice Amt: ' . (isset($row['received_inv_amt']) ? $row['received_inv_amt'] : '0.00') ; ?>"
title="<?php echo 'Invoice Amt: ' . (isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00' ) . ' Received Amt: ' . (isset($row['received_inv_amt']) ? $row['received_inv_amt'] : '0.00') ; ?>"
data-original-title="Tooltip on right">
</i>
<?php } ?>
</span>
</td>
<td><?php echo change_date_format($row['created_at'],'Y-m-d H:i:s','d M Y h:i a').' by <br>'.$row['first_name'] ?></td>
<td>
<?php if($row['file_status'] != 'failed'){?>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
@ -175,6 +174,7 @@ table.dataTable tbody td {
</a>
</div>
</div>
<?php } ?>
</td>
</tr>
@ -203,7 +203,7 @@ table.dataTable tbody td {
<div class="form-group">
<div class="form-group col-md-12">
<div class="form-group col-md-10">
<label for="insurer"> Insurer <spanclass="text-danger">*</spanclass=></label>
<select class="form-control" id="insurer" name="insurer" required>
<option value="" selected>Select Insurer</option>
@ -216,11 +216,11 @@ table.dataTable tbody td {
?>
</select>
</div>
<div class="form-group col-md-12">
<div class="form-group col-md-10">
<label for="statement_month">Statement month</label>
<input type="date" class="form-control" id="statement_month" name="statement_month" placeholder="Enter Invoice Number" required>
<input type="text" class="form-control" id="statement_month" name="statement_month" placeholder="" required readonly>
</div>
<div class="form-group col-md-12" >
<div class="form-group col-md-10" >
<label for="statment">Statement </label> <span><a href="downloadSampleInsurerStatement" id="download_sample_file" style="font-size: small;">Download sample file</a></span>
<input type="file" class="form-control" name="statement" required accept=" application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel,application/vnd.oasis.opendocument.spreadsheet">
</div>
@ -254,7 +254,7 @@ table.dataTable tbody td {
</div><!-- /.modal -->
<!-- Invoice status content modal-->
<div class="modal fade" id="invoice_modal" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal fade" id="invoice_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog modal-lg">
<div class="modal-content">
<div class="modal-header">
@ -282,25 +282,29 @@ table.dataTable tbody td {
</select>
<input type="hidden" id="hidden_statement_id" name="hidden_statement_id">
</div>
<div class="form-group col-md-4">
<!-- <div class="form-group col-md-4">
<label for="addon_policy">Exp Amount</label>
<input type="text" class="form-control" id="modal_exp_amt" placeholder="Enter Invoice Number" disabled>
</div>
<div class="form-group col-md-4">
<label for="addon_policy">Received Amount</label>
<input type="text" class="form-control" id="modal_received_amt" placeholder="Enter Invoice Number" disabled>
<input type="text" class="form-control" id="modal_exp_amt" placeholder="" disabled>
</div> -->
<div class="form-group col-md-4" id="modal_received_amt_div">
<label for="addon_policy">Total Received Amount</label>
<input type="text" class="form-control" id="modal_received_amt" placeholder="" disabled>
</div>
</div>
<!-- Invoice Number and Invoice Date in same row -->
<div class="row" id="invoice_no_div_modal" style="display: none;">
<div class="form-group col-md-6">
<div class="form-group col-md-4">
<label for="invoice_no">Invoice Number<span id="base_danger" class="text-danger"></span></label>
<input type="text" class="form-control" id="invoice_no_modal" name="invoice_no" placeholder="Enter Invoice Number" required>
</div>
<div class="form-group col-md-6">
<div class="form-group col-md-4">
<label for="invoice_no">Invoice Amount<span id="base_danger" class="text-danger"></span></label>
<input type="number" class="form-control" id="invoice_amount_no_modal" name="invoice_amount" placeholder="Enter Invoice Amt" required>
</div>
<div class="form-group col-md-4">
<label for="invoice_date">Invoice Date</label>
<input type="date" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>" required>
<input type="text" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>" readonly required>
</div>
</div>
@ -315,7 +319,8 @@ table.dataTable tbody td {
<thead>
<tr>
<th style="display: none;">pk</th>
<th>Invoice Amount</th>
<th>Received Amount</th>
<th>TDS</th>
<th>UTR Number</th>
<th>Date</th>
<th>Action</th>
@ -324,9 +329,10 @@ table.dataTable tbody td {
<tbody>
<tr>
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
<td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" required onchange="checkInvAmont(event)"></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" required onchange="checkInvAmont(event)"></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
<td><input type="date" class="form-control" name="payment_date[]" value="<?php echo date('Y-m-d'); ?>" required></td>
<td><input type="text" class="form-control payment_date" name="payment_date[]" value="<?php echo date('d-m-Y'); ?>" placeholder="dd-mm-yyyy" required readonly></td>
<td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
</tr>
</tbody>
@ -354,19 +360,24 @@ table.dataTable tbody td {
const invoiceNoDiv = document.getElementById('invoice_no_div_modal');
// const invoiceDateDiv = document.getElementById('invoice_date_div_modal');
const paymentTableDiv = document.getElementById('payment_table_div_modal');
const totalReceivedAmtDiv = document.getElementById('modal_received_amt_div');
// Hide everything initially
invoiceNoDiv.style.display = 'none';
// invoiceDateDiv.style.display = 'none';
paymentTableDiv.style.display = 'none';
totalReceivedAmtDiv.style.display = 'none';
// Show fields based on selected status
if (invoiceStatus === 'generated' || invoiceStatus === 'sent') {
invoiceNoDiv.style.display = 'flex';
totalReceivedAmtDiv.style.display = 'none';
switchRequired('invoice_no_modal',true);
switchRequired('invoice_date_modal',true);
switchRequired('invoice_amount_no_modal',true);
switchRequired('invoice_amount',false,'name');
switchRequired('received_amount',false,'name');
switchRequired('tds',false,'name');
switchRequired('utr_no',false,'name');
switchRequired('payment_date',false,'name');
switchRequired('pk',false,'name');
@ -374,24 +385,32 @@ table.dataTable tbody td {
} else if (invoiceStatus === 'payment_received') {
invoiceNoDiv.style.display = 'flex';
paymentTableDiv.style.display = 'block';
totalReceivedAmtDiv.style.display = 'block';
switchRequired('invoice_no_modal',true);
switchRequired('invoice_date_modal',true);
switchRequired('invoice_amount_no_modal',true);
switchRequired('invoice_amount',true,'name');
switchRequired('received_amount',true,'name');
switchRequired('utr_no',true,'name');
switchRequired('tds',true,'name');
switchRequired('payment_date',true,'name');
switchRequired('pk',true,'name');
}else if(invoiceStatus === 'pending')
{
invoiceNoDiv.style.display = 'none';
paymentTableDiv.style.display = 'none';
totalReceivedAmtDiv.style.display = 'none';
// switchRequired('modal_received_amt_div',false);
switchRequired('invoice_no_modal',false);
switchRequired('invoice_date_modal',false);
switchRequired('invoice_amount_no_modal',false);
switchRequired('invoice_amount',false,'name');
switchRequired('received_amount',false,'name');
switchRequired('utr_no',false,'name');
switchRequired('payment_date',false,'name');
switchRequired('pk',false,'name');
switchRequired('tds',false,'name');
}
});
@ -417,12 +436,21 @@ table.dataTable tbody td {
$('#invoiceForm').on('submit', function (e) {
e.preventDefault(); // Prevent default form submission
var form = document.getElementById('invoiceForm');
if(!form.checkValidity())
// alert(form.checkValidity());
// alert($('#invoice_date_modal').val());
if((!form.checkValidity()))
{
// console.log('error2');
return false;
}
if($('#invoice_date_modal').val().trim() === '' && $('#invoice_status').val() != 'pending')
{
// console.log('error1');
return false;
}
// console.log('final');
// return false;
// Serialize form data to array and then convert to JSON
var formData = new FormData(form);
var formDataJSON = {};
@ -456,14 +484,13 @@ table.dataTable tbody td {
success: function (response) {
console.log(response);
// Close the modal
var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
myModal.hide();
$('.close').click()
// Reset the form data
$('#invoiceForm')[0].reset();
// Optionally display success message or perform further actions
alert('Invoice updated successfully!');
location.reload();
},
error: function (xhr, status, error) {
// Handle any errors
@ -471,6 +498,7 @@ table.dataTable tbody td {
alert('An error occurred while updating the invoice.');
}
});
// location.reload();
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
});
@ -484,13 +512,18 @@ table.dataTable tbody td {
newRow.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
<td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
<td><input type="date" class="form-control" value="<?php echo date('Y-m-d'); ?>" name="payment_date[]" placeholder="Enter UTR No" required></td>
<td><input type="text" class="form-control payment_date" value="<?php echo date('d-m-Y'); ?>" name="payment_date[]" placeholder="Enter UTR No" required readonly></td>
<td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
`;
tableBody.appendChild(newRow);
$('.payment_date').datepicker({
format: 'dd-mm-yyyy',
autoclose: true
});
});
// Remove row
@ -529,33 +562,7 @@ table.dataTable tbody td {
});
function switchRequired(elementId, isRequired, type = 'id') {
if(type == 'id')//id attribute
{
let element = document.getElementById(elementId);
if (isRequired) {
element.setAttribute('required', 'required');
} else {
element.removeAttribute('required');
}
}
else //name attribute
{
var name_attribute = elementId+'[]';
// Select all elements with the name 'invoice_amt[]'
var elements = document.getElementsByName(name_attribute);
// Loop through the elements and set or remove the 'required' attribute
elements.forEach(function(element) {
if (isRequired) {
element.setAttribute('required', 'required'); // Make required
} else {
element.removeAttribute('required'); // Remove required
}
});
}
}
</script>
@ -568,16 +575,31 @@ function showFileUploadModal(input)
// $(input).val('');
}
function formatDate(date) {
var day = ("0" + date.getDate()).slice(-2);
var month = ("0" + (date.getMonth() + 1)).slice(-2);
var year = date.getFullYear();
return day + "-" + month + "-" + year;
}
function formatDateToDMY(dateStr) {
// Split the date string by the hyphen
var parts = dateStr.split('-');
return parts[2] + '-' + parts[1] + '-' + parts[0]; // Rearrange to DD-MM-YYYY
}
function showInvoiceStatusModal(event)
{
var modal_received_amt_div = document.getElementById('modal_received_amt_div');
modal_received_amt_div.style.display = 'none';
// alert();
// console.log(event.target.data)
var dataId = event.target.getAttribute('data-id');
var dataExpAmt = event.target.getAttribute('data-exp-amt');
var dataReceivedAmt = event.target.getAttribute('data-received-amt');
// Set the value to a hidden input field in the modal
document.getElementById('hidden_statement_id').value = dataId;
document.getElementById('modal_exp_amt').value = dataExpAmt;
// document.getElementById('modal_exp_amt').value = dataExpAmt;
document.getElementById('modal_received_amt').value = dataReceivedAmt;
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// AJAX call to get the invoice details based on data-id
@ -602,8 +624,14 @@ function showInvoiceStatusModal(event)
}
document.getElementById('invoice_no_modal').value = response.data.invoice_no;
document.getElementById('invoice_date_modal').value = response.data.invoice_date;
document.getElementById('invoice_date_modal').value = response.data.invoice_date === '' ? <?php echo date('d-m-Y')?> : response.data.invoice_date;
document.getElementById('invoice_amount_no_modal').value = response.data.invoice_amount;
if (!$('#invoice_date_modal').val()) {
// alert('nope');
// Set today's date as the default date
$('#invoice_date_modal').datepicker('setDate', new Date());
}
// Clear existing rows in the payment table
var paymentTableBody = document.querySelector('#payment_table_modal tbody');
@ -616,14 +644,15 @@ function showInvoiceStatusModal(event)
var row = paymentTableBody.insertRow();
row.innerHTML = `
<td style="display: none;"><input type="hidden" class="form-control" name="pk[]" value="${payment.id}"></td>
<td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" onchange="checkInvAmont(event)" required></td>
<td><input type="number" class="form-control" name="tds[]" placeholder="Enter Amount" value="${payment.tds}" onchange="checkInvAmont(event)" required></td>
<td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" value="${payment.utr_no}" required></td>
<td><input type="date" class="form-control" name="payment_date[]" value="${payment.received_date}" required></td>
<td><input type="text" class="form-control payment_date" name="payment_date[]" value="${formatDateToDMY(payment.received_date)}" required readonly></td>
<td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
`;
});
}
$('.payment_date').datepicker({ format: 'dd-mm-yyyy',autoclose: true});
// Show the modal
var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
myModal.show();
@ -641,17 +670,51 @@ function showInvoiceStatusModal(event)
});
$('.loader').fadeOut();
$('.loader-mask').delay(10).fadeOut('slow');
var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
myModal.show();
// var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
// myModal.show();
// $(input).val('');
}
$(document).ready(function(){
var rollover_date = flatpickr("#statement_month", {
dateFormat: "Y-M-d",
allowInput: true
// var rollover_date = flatpickr("#statement_month", {
// dateFormat: "Y-M",
// allowInput: true
// });
$('#statement_month').datepicker({
format: 'yyyy-M',
viewMode: 'months',
minViewMode: 'months',
autoclose: true
});
$('.payment_date').datepicker({
format: 'dd-mm-yyyy',
autoclose: true
});
// Get today's date
var today = new Date();
// Calculate the minimum date (60 days before today)
var minDate = new Date();
minDate.setDate(today.getDate() - 180);
// Calculate the maximum date (60 days after today)
var maxDate = new Date();
maxDate.setDate(today.getDate() + 180);
$('#invoice_date_modal').datepicker({
format: 'dd-mm-yyyy',
autoclose: true,
startDate: minDate,
endDate: maxDate
});
// var invoice_date_modal = flatpickr("#invoice_date_modal", {
// dateFormat: "d-m-Y",
// allowInput: true
// });
});
@ -692,7 +755,7 @@ $(document).ready(function(){
toastr.success(
'File upload successs',
'success');
$('.close').click()
$('.close').click();
window.location.reload(true);
} else if (response.code === 404 && response.dataStatus === false) {
console.error('no data found', response);
@ -765,19 +828,59 @@ $(document).ready(function(){
}
function checkInvAmont(event)
{
function checkInvAmont(event) {
var total = 0;
document.querySelectorAll('input[name="invoice_amount[]"]').forEach(function(el) {
let val = parseFloat(el.value) || 0;
total += val;
var receivedAmounts = document.querySelectorAll('input[name="received_amount[]"]');
var tdsAmounts = document.querySelectorAll('input[name="tds[]"]');
// console.log();
receivedAmounts.forEach(function(el, index) {
// Get the received amount
let receivedVal = parseFloat(el.value) || 0;
// Get the corresponding tds amount (paired with the received amount)
let tdsVal = parseFloat(tdsAmounts[index].value) || 0;
// Add received amount and tds amount
// console.log();
total += (receivedVal + tdsVal);
});
var exp_amt = document.getElementById('modal_exp_amt').value;
if(exp_amt < total)
{
alert('Exceeds expected amt');
event.target.value = '';
// console.log(total);
// Get the expected invoice amount
var exp_amt = parseFloat(document.getElementById('invoice_amount_no_modal').value) || 0;
// Check if the total exceeds the expected amount
if (exp_amt < total) {
alert('Exceeds Invoice amount');
event.target.value = ''; // Reset the value of the element that triggered the event
}
}
function switchRequired(elementId, isRequired, type = 'id') {
// console.log('switchRequired: ' + elementId+' - '+' - '+ type);
if(type == 'id')//id attribute
{
let element = document.getElementById(elementId);
if (isRequired) {
element.setAttribute('required', 'required');
} else {
element.removeAttribute('required');
}
}
else //name attribute
{
var name_attribute = elementId+'[]';
// Select all elements with the name 'invoice_amt[]'
var elements = document.getElementsByName(name_attribute);
// Loop through the elements and set or remove the 'required' attribute
elements.forEach(function(element) {
if (isRequired) {
element.setAttribute('required', 'required'); // Make required
} else {
element.removeAttribute('required'); // Remove required
}
});
}
}
</script>

31
app/Views/layout/header.php
View File

@ -652,6 +652,7 @@
</div>
</li>
<?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
<li>
<a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
@ -667,18 +668,44 @@
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">DMS Search</a>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">Documents</a>
</li>
</ul>
</div>
</li>
<?php } ?>
</ul>
</div>
<!-- End Sidebar -->

592
app/Views/policy_transaction_endorsement_form.php
View File

File diff suppressed because it is too large Load Diff

370
app/Views/policy_transaction_endorsement_list.php
View File

@ -21,12 +21,6 @@ table.dataTable thead th {
position: absolute;
}
.readonly-select {
pointer-events: none;
background-color: #f0f0f0;
color: #666;
}
.column-header {
margin-right: 10px; /* Adjust this value as needed */
}
@ -44,6 +38,131 @@ table.dataTable thead th {
}
</style>
<div class="row" id="endorsement_filter">
<div class="col-12" style="margin-top: -12px;">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h5 class="m-1">
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h5>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id_for_search" name="client_id" >
<option value="0">Select Client</option>
<?php
if (isset($client) && count($client)) {
foreach ($client as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
<select class="form-control" id="insurer_id_for_search" name="insurer_id" >
<option value="0" selected>Select Insurer</option>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_for_search" name="policy_type_id" >
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
foreach ($policy_types as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
<select class="form-control" id="issuer_for_search" name="issuer" required>
<option value="0">Select Issure</option>
<?php
if (isset($issuer) && count($issuer)) {
foreach ($issuer as $key => $value) {
echo "<option value=" . $key . ">" . $value . "</option>";
}
}
?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label for="email"> Status <span class="text-danger"></span></label>
<select class="form-control" id="policy_status_for_search" name="policy_type_id" >
<option value="0">Select Status</option>
<?php
if (isset($policy_status) && count($policy_status)) {
foreach ($policy_status as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
foreach ($date_type as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/endorsement/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/endorsement/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row" id="endorsement_list">
<div class="col-12">
<div class="card">
@ -60,6 +179,7 @@ table.dataTable thead th {
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
<thead class="bg-light">
<tr>
<th>Sno</th>
<th>Issuer</th>
<th>Client</th>
<th>Branch</th>
@ -68,7 +188,7 @@ table.dataTable thead th {
<th>Endorsement Type</th>
<th>Endorsement No</th>
<th>Data Recived Date</th>
<th>No of Employees</th>
<th>No of Insured</th>
<th>No of Dependence</th>
<th>Closure Date</th>
<th>Status</th>
@ -76,8 +196,9 @@ table.dataTable thead th {
</tr>
</thead>
<tbody>
<?php foreach($endorsement_data_list as $row){ ?>
<?php foreach($endorsement_data_list as $index => $row){ ?>
<tr>
<td><?php echo $index+1; ?></td>
<td><?php echo $issuer[$row['issuer']] ?? ''; ?></td>
<td><?php echo $row['client_short_name']; ?></td>
<td><?php echo $row['client_branch_name']; ?></td>
@ -85,17 +206,17 @@ table.dataTable thead th {
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $action_type[$row['action_type']]; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td>
<td><?php echo $row['emp_count']; ?></td>
<td><?php echo $row['dependent_count']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['closure_date'])); ?></td>
<td><?php echo empty($row['data_received_date']) ? '' : date('d/m/Y', strtotime($row['data_received_date'])); ?></td>
<td class="right-align-input"><?php echo $row['emp_count']; ?></td>
<td class="right-align-input"><?php echo $row['dependent_count']; ?></td>
<td><?php echo empty($row['closure_date']) ? '' : date('d/m/Y', strtotime($row['closure_date'])); ?></td>
<td><?php echo $policy_status[$row['status']]; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEndorsementEdit(this)"> <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
<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</a>
</div>
</div>
</td>
@ -171,7 +292,8 @@ table.dataTable thead th {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");
@ -184,41 +306,61 @@ table.dataTable thead th {
var today = new Date();
var data_received_date = flatpickr("#data_received_date", {
dateFormat: "d-m-Y",
allowInput: false
dateFormat: "d/m/Y",
allowInput: false,
parseDate: (datestr, format) => {
return new Date(datestr.replace(/(\d{2})-(\d{2})-(\d{4})/, "$2/$1/$3"));
},
onOpen: function(selectedDates, dateStr, instance) {
instance.setDate(instance.input.value, false);
},
onInput: function(selectedDates, dateStr, instance) {
let inputValue = instance.input.value;
let formattedDate = inputValue.replace(/(\d{2})-(\d{2})-(\d{4})/, "$2/$1/$3");
instance.input.value = formattedDate;
}
});
var closure_date = flatpickr("#closure_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var start_date = flatpickr("#policy_start_date", {
dateFormat: "d-m-Y",
allowInput: false
});
// var start_date = flatpickr("#policy_start_date", {
// dateFormat: "d/m/Y",
// allowInput: false
// });
var end_date = flatpickr("#policy_end_date", {
dateFormat: "d-m-Y",
allowInput: false
});
// var end_date = flatpickr("#policy_end_date", {
// dateFormat: "d/m/Y",
// allowInput: false
// });
var endorse_eff_date = flatpickr("#endorse_eff_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
})
var month = flatpickr("#month", {
dateFormat: "M/Y",
allowInput: false,
});
});
function hide_list_show_add()
{
removeAllColumnsExceptFirst('insurerTable');
$('.hideter').hide()
$('.hidetp').hide()
$('#endorsement_form_id')[0].reset();
$('#client_id').val('').change();
$('#client_policy_id').val('').change();
$('#endorsement_form').show()
$('#endorsement_list').hide()
$('#invoice_no_div').hide()
$('#endorsement_form').show();
$('#endorsement_list').hide();
$('#endorsement_filter').hide();
$('#invoice_no_div').hide();
$('#invoice_no').attr('required', false)
}
@ -226,6 +368,7 @@ table.dataTable thead th {
{
$('#endorsement_form').hide()
$('#endorsement_list').show()
$('#endorsement_filter').show()
}
@ -330,6 +473,7 @@ table.dataTable thead th {
'data-etp' : item.etp,
'data-iep' : item.iep,
'data-itp' : item.itp,
'data-bap' : item.bap,
'data-tpa' : item.tpa_branch_id + '-' + item.tpa_id,
});
$('#client_policy_id').append(option);
@ -430,3 +574,169 @@ table.dataTable thead th {
})
</script>
<script>
$(document).ready(function() {
getURLParams()
$('#client_id_for_search').select2();
$('#insurer_id_for_search').select2();
$('#policy_type_for_search').select2();
})
function fetchEmpolyeeList(event)
{
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id_for_search').val();
var insurer_id = $('#insurer_id_for_search').val();
var policy_type_id = $('#policy_type_for_search').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer_for_search').val();
var status = $('#policy_status_for_search').val();
console.log(start_date + '-' + end_date);
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
status: status,
};
console.log(queryParams)
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
function objectToQueryString(obj)
{
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams()
{
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
const status = params.get('status') || 0; // Default to 0 if not found
hideDateField(date_type)
// console.log('startDate', startDate)
// console.log('endDate', endDate)
// console.log('client_id', client_id)
// console.log('insurer_id', insurer_id)
// console.log('policy_type_id', policy_type_id)
// console.log('date_type', date_type)
// console.log('issuer', issuer)
// console.log('status', status)
// Log the values or use them as needed
// console.log('Start Date:', startDate);
// console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id_for_search').val(client_id).change()
$('#insurer_id_for_search').val(insurer_id).change()
$('#policy_type_for_search').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer_for_search').val(issuer)
$('#policy_status_for_search').val(status)
},1000)
}
}
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD/MM/YYYY');
const endDateParam = params.get('end_date') || moment().format('DD/MM/YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD/MM/YYYY');
var end = moment(endDateParam, 'DD/MM/YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D/MM/YYYY') + ' - ' + end.format('D/MM/YYYY'));
$('#startDate').val(start.format('DD/MM/YYYY'));
$('#endDate').val(end.format('DD/MM/YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id_for_search').val('0').change();
$('#insurer_id_for_search').val('0').change();
$('#policy_type_for_search').val('0').change();
$('#date_type').val('0');
$('#issuer_for_search').val('0');
$('#policy_status_for_search').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
});
function hideDateField(input = null)
{
let val = $('#date_type').val();
if(input){
val = input;
}
if(val != 0){
$('#date_div').show()
}else{
$('#date_div').hide()
}
}
</script>

1186
app/Views/policy_transaction_inception_form.php
View File

File diff suppressed because it is too large Load Diff

621
app/Views/policy_transaction_inception_list.php
View File

@ -105,6 +105,131 @@ table.dataTable tbody td {
}
</style>
<div class="row" id="inception_filter">
<div class="col-12" style="margin-top: -12px;">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h4 class="m-1">
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h4>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id_for_search" name="client_id" >
<option value="0">Select Client</option>
<?php
if (isset($client) && count($client)) {
foreach ($client as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
<select class="form-control" id="insurer_id_for_search" name="insurer_id" >
<option value="0" selected>Select Insurer</option>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_for_search" name="policy_type_id" >
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
foreach ($policy_types as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
<select class="form-control" id="issuer_for_search" name="issuer" required>
<option value="0">Select Issure</option>
<?php
if (isset($issuer) && count($issuer)) {
foreach ($issuer as $key => $value) {
echo "<option value=" . $key . ">" . $value . "</option>";
}
}
?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label for="email"> Status <span class="text-danger"></span></label>
<select class="form-control" id="policy_status_for_search" name="policy_type_id" >
<option value="0">Select Status</option>
<?php
if (isset($policy_status) && count($policy_status)) {
foreach ($policy_status as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
foreach ($date_type as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/inception/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/inception/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="row" id="inception_list">
<div class="col-12">
<div class="card">
@ -122,6 +247,7 @@ table.dataTable tbody td {
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
<thead class="bg-light">
<tr>
<th><div class="column-header">S.No.</div></th>
<th><div class="column-header">Issuer</div></th>
<th><div class="column-header">Issuing Type</div></th>
<th><div class="column-header">Client Type</div></th>
@ -132,7 +258,7 @@ table.dataTable tbody td {
<th><div class="column-header">Policy Issue Date</div></th>
<th><div class="column-header">D.O.C</div></th>
<th><div class="column-header">D.O.E</div></th>
<th><div class="column-header">No of Employees</div></th>
<th><div class="column-header">No of Insured</div></th>
<th><div class="column-header">No of Dependents</div></th>
<th><div class="column-header">Status</div></th>
<th><div class="column-header">Action</div></th>
@ -140,8 +266,9 @@ table.dataTable tbody td {
</thead>
<tbody>
<?php foreach($inception_data_list as $row){ ?>
<?php foreach($inception_data_list as $index => $row){ ?>
<tr>
<td><?php echo $index+1; ?></td>
<td><?php echo $issuer[$row['issuer']]; ?></td>
<td><?php echo $issuing_type[$row['issue_type']]; ?></td>
<td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>
@ -149,17 +276,17 @@ table.dataTable tbody td {
<td><?php echo $row['insurer_short_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_end_date'])); ?></td>
<td><?php echo $row['emp_count']; ?></td>
<td><?php echo $row['dependent_count']; ?></td>
<td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
<td class="right-align-input"><?php echo $row['emp_count']; ?></td>
<td class="right-align-input"><?php echo $row['dependent_count']; ?></td>
<td><?php echo $policy_status[$row['status']]; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEdit(this)">
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</div>
@ -179,57 +306,6 @@ table.dataTable tbody td {
<?php include('pt_form_file_upload_tab.php'); ?>
<!-- CD No form content modal-->
<div class="modal fade" id="cd_form_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Add CD Account Number</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" method="post" id="CDMasterForm" enctype="multipart/form-data">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="email">Opening Date<span class="text-danger">*</span></label>
<input type="text" class="form-control" name="opening_date" id="opening_date" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">CD Account Number<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="cd_ac_no_data" name="cd_ac_no" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">Opening Amount<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="opening_bal" name="opening_bal" onkeypress="return onlyNumbers(event)" required>
</div>
</div>
</div>
<div class="form-group text-right m-b-0">
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
</div>
<div class="modal fade" id="file_upload" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog modal-full-width">
<div class="modal-content">
@ -355,7 +431,8 @@ $(document).ready(function() {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
// ordering: false,
});
} else {
console.error("Table not found.");
@ -367,18 +444,13 @@ $(document).ready(function(){
var today = new Date();
var policy_issue_date = flatpickr("#policy_issue_date", {
dateFormat: "d-m-Y",
allowInput: false
});
var opening_date = flatpickr("#opening_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var policy_start_date = flatpickr("#policy_start_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
defaultDate: today,
allowInput: false,
onChange: function(selectedDates, dateStr, instance) {
@ -400,21 +472,44 @@ $(document).ready(function(){
closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
var policy_end_datePicker = flatpickr("#policy_end_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
defaultDate: closeDate,
allowInput: false
});
var renewal_datePicker = flatpickr("#renewal_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var month = flatpickr("#month", {
dateFormat: "M/Y", // Format as month and year
allowInput: false, // Disable manual input
});
var policy_issue_date = flatpickr("#policy_issue_date", {
dateFormat: "d/m/Y", // Format as day-month-year
allowInput: false, // Disable manual input
onChange: function(selectedDates, dateStr, instance) {
// Get the selected date
var selectedDate = new Date(selectedDates[0]);
// Format the selected date to "M-Y"
var formattedMonth = flatpickr.formatDate(selectedDate, "M/Y");
// Set the value of the #month input
month.setDate(formattedMonth);
}
});
})
//--------------------------------------------------------------------------------------------------------
function hide_list_show_add()
{
$('#page_title').text('Add Policy')
@ -440,6 +535,7 @@ function hide_list_show_add()
$('#pt_onboarding').show()
$('#inception_list').hide()
$('#inception_filter').hide()
$('#policyholdernamediv').hide();
$('.branchdiv').show();
}
@ -448,6 +544,7 @@ function show_list_hide_add()
{
$('#pt_onboarding').hide()
$('#inception_list').show()
$('#inception_filter').show();
$('#nav_pills').empty()
$('#tab_content').empty()
count = 0
@ -588,91 +685,91 @@ function appendRenewalPolicies(data)
});
}
function getCDAccountNumber(client_id, insurer_id)
{
console.log('getCDAccountNumber')
// function getCDAccountNumber(client_id, insurer_id)
// {
// console.log('getCDAccountNumber')
// var client_id = $('#client_id').val()
// var insurer_id = $('#insurer_id').find('option:selected').attr('data-id');
// // var client_id = $('#client_id').val()
// // var insurer_id = $('#insurer_id').find('option:selected').attr('data-id');
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
// console.log('client_id', client_id)
// console.log('insurer_id', insurer_id)
if(client_id && insurer_id){
$.ajax({
url: '<?= base_url("/util/getCDAccNoByClientAndInsurer/") ?>' + client_id + '/' + insurer_id,
type: "GET",
dataType: 'json',
success: function(res) {
// if(client_id && insurer_id){
// $.ajax({
// url: '<?= base_url("/util/getCDAccNoByClientAndInsurer/") ?>' + client_id + '/' + insurer_id,
// type: "GET",
// dataType: 'json',
// success: function(res) {
console.log('cd_res', res);
if(res.status == true){
// appendCDAccountNumber(res.data[0].cd_ac_no)
if(res.data[0].cd_ac_no){
$('#cd_ac_no').val(res.data[0].cd_ac_no)
}
}else{
toastr.warning('The insurer does not has a CD account number');
}
// console.log('cd_res', res);
// if(res.status == true){
// // appendCDAccountNumber(res.data[0].cd_ac_no)
// if(res.data[0].cd_ac_no){
// $('#cd_ac_no').val(res.data[0].cd_ac_no)
// }
// }else{
// toastr.warning('The insurer does not has a CD account number');
// }
},
error: function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
}
}
// },
// error: function(xhr, status, error) {
// console.error(xhr.responseText);
// console.error(status, error);
// }
// });
// }
// }
function appendCDAccountNumber(data)
{
console.log('appendCDAccountNumber', data);
console.log('appendCDAccountNumber', $('#cd_ac_no'));
// function appendCDAccountNumber(data)
// {
// console.log('appendCDAccountNumber', data);
// console.log('appendCDAccountNumber', $('#cd_ac_no'));
$('#cd_ac_no').empty();
// $('#cd_ac_no').empty();
$('#cd_ac_no').append($('<option>', {
value: '',
text: 'Select Policy',
}));
// $('#cd_ac_no').append($('<option>', {
// value: '',
// text: 'Select Policy',
// }));
$('#cd_ac_no').append($('<option>', {
value: 'add_cd',
text: '+ Add CD'
}));
// $('#cd_ac_no').append($('<option>', {
// value: 'add_cd',
// text: '+ Add CD'
// }));
$.each(data, function(index, item) {
var option = $('<option>', {
value: item.cd_ac_no,
text: item.cd_ac_no,
});
$('#cd_ac_no').append(option);
});
}
// $.each(data, function(index, item) {
// var option = $('<option>', {
// value: item.cd_ac_no,
// text: item.cd_ac_no,
// });
// $('#cd_ac_no').append(option);
// });
// }
function addCDAccountNumber(input)
{
var val = $(input).val();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
// function addCDAccountNumber(input)
// {
// var val = $(input).val();
// var client_id = $('#client_id').val();
// var insurer_id = $('#insurer_id').val();
console.log('addCDAccountNumber', 'addCDAccountNumber');
console.log('client_id', client_id);
console.log('insurer_id', insurer_id);
// console.log('addCDAccountNumber', 'addCDAccountNumber');
// console.log('client_id', client_id);
// console.log('insurer_id', insurer_id);
if(client_id == '' || insurer_id == ''){
toastr.warning('Client, Insurer, or both do not exist.');
$(input).val('')
return false;
}
// if(client_id == '' || insurer_id == ''){
// toastr.warning('Client, Insurer, or both do not exist.');
// $(input).val('')
// return false;
// }
if(val == 'add_cd')
{
var myModal = new bootstrap.Modal(document.getElementById('cd_form_modal'));
myModal.show();
$(input).val('')
}
}
// if(val == 'add_cd')
// {
// var myModal = new bootstrap.Modal(document.getElementById('cd_form_modal'));
// myModal.show();
// $(input).val('')
// }
// }
function getPolicyDetailsByPolicyId(input)
{
@ -705,12 +802,12 @@ function addHTMLInput(data = null)
newRow.className = 'form-row dynamic-form-row';
newRow.innerHTML = `
<div class="form-group col-md-5">
<label for="file_name">Document Name<span class="text-danger"></span></label>
<input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name">
<label for="file_name">Document Name<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name" required>
</div>
<div class="form-group col-md-5">
<label for="file">Upload File<span class="text-danger"></span></label>
<input type="file" class="form-control" id="file_name" name="file[]">
<label for="file">Upload File<span class="text-danger">*</span></label>
<input type="file" class="form-control" id="file_name" name="file[]" required>
</div>
<div class="form-group col-md-2" style="position: relative;top: 28px;">
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
@ -815,10 +912,19 @@ function appendFileTableBody(data)
row.append($('<td>').text(item.doc_name));
row.append($('<td>').text(item.file_name));
var url = "<?= base_url('/downloadGdriveFile'); ?>" +
"?client_id=" + item.client_id +
"&file_type=policy" +
"&file_name=" + item.file_name +
"&client_policy_id=" + item.client_policy_id;
var link = $('<a>')
.attr('href', item.url)
.attr('href', url)
.attr('target', '_blank') // Open in a new tab
.text(item.url); // Text for the link
.attr('style', 'font-size:18px;')
.attr('data-id', item.id)
.addClass('fa fa-download')
// Append the <a> tag inside the <td>
row.append($('<td>').append(link));
@ -1051,61 +1157,6 @@ $('#invoice_status_modal').change(function(){
}
})
$("#CDMasterForm").submit(function(event) {
event.preventDefault();
var isValid = $('#CDMasterForm').parsley().validate();
if (!isValid) {
console.log('Form is Empty', 'Warning');
return ;
}
form_action = '<?= base_url("util/createCDAccountNumberUsingAjax"); ?>';
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
// console.log('client_id', client_id);
// console.log('insurer_id', insurer_id);
var formData = new FormData($('#CDMasterForm')[0]);
formData.append('client_id', client_id);
formData.append('insurer_id', insurer_id);
$.ajax({
data:formData,
url: form_action,
type: "POST",
dataType: 'json',
processData: false,
contentType: false,
success: function(res) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
if(res.status == true){
appendCDAccountNumber(res.data)
toastr.success(res.message, 'Success');
}else{
toastr.error(res.message, 'Error');
}
$('.close').click();
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}
});
});
$("#invoiceForm").submit(function(event) {
event.preventDefault();
@ -1255,6 +1306,8 @@ $('#issue_type').change(function(){
}
});
//--------------------------------------------------------------------------------------------------------
function formatDateforpolicy(dateStr)
{
@ -1278,3 +1331,169 @@ function onlyNumbers(event)
}
</script>
<script>
$(document).ready(function() {
getURLParams()
$('#client_id_for_search').select2();
$('#insurer_id_for_search').select2();
$('#policy_type_for_search').select2();
})
function fetchEmpolyeeList(event)
{
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id_for_search').val();
var insurer_id = $('#insurer_id_for_search').val();
var policy_type_id = $('#policy_type_for_search').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer_for_search').val();
var status = $('#policy_status_for_search').val();
console.log(start_date + '-' + end_date);
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
status: status,
};
console.log(queryParams)
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
function objectToQueryString(obj)
{
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams()
{
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
const status = params.get('status') || 0; // Default to 0 if not found
hideDateField(date_type)
// console.log('startDate', startDate)
// console.log('endDate', endDate)
// console.log('client_id', client_id)
// console.log('insurer_id', insurer_id)
// console.log('policy_type_id', policy_type_id)
// console.log('date_type', date_type)
// console.log('issuer', issuer)
// console.log('status', status)
// Log the values or use them as needed
// console.log('Start Date:', startDate);
// console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id_for_search').val(client_id).change()
$('#insurer_id_for_search').val(insurer_id).change()
$('#policy_type_for_search').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer_for_search').val(issuer)
$('#policy_status_for_search').val(status)
},1000)
}
}
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD/MM/YYYY');
const endDateParam = params.get('end_date') || moment().format('DD/MM/YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD/MM/YYYY');
var end = moment(endDateParam, 'DD/MM/YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D/MM/YYYY') + ' - ' + end.format('D/MM/YYYY'));
$('#startDate').val(start.format('DD/MM/YYYY'));
$('#endDate').val(end.format('DD/MM/YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id_for_search').val('0').change();
$('#insurer_id_for_search').val('0').change();
$('#policy_type_for_search').val('0').change();
$('#date_type').val('0');
$('#issuer_for_search').val('0');
$('#policy_status_for_search').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
});
function hideDateField(input = null)
{
let val = $('#date_type').val();
if(input){
val = input;
}
if(val != 0){
$('#date_div').show()
}else{
$('#date_div').hide()
}
}
</script>

12
app/Views/pt_form_file_upload_tab.php
View File

@ -8,18 +8,18 @@
<span class="d-none d-sm-inline-block">Policy</span>
</a>
</li>
<li class="nav-item">
<a href="#fileupload" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">File Upload</span>
</a>
</li>
<li class="nav-item">
<a href="#KYC-DOC-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab2">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">KYC Docs</span>
</a>
</li>
<li class="nav-item" id="hide_file_upload" style="display: none;">
<a href="#fileupload" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">File Upload</span>
</a>
</li>
<li class="nav-item" id="hide_vehicle_tab" style="display: none;">
<a href="#vehicle-docs-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="vehicle_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>

150
app/Views/report_bds.php
View File

@ -16,6 +16,10 @@ table.dataTable tbody td {
.dataTables_filter {
position: absolute;
}
.right-align-input {
text-align: right;
}
</style>
<div class="col-12" id="second_page">
@ -32,49 +36,40 @@ table.dataTable tbody td {
<thead class="bg-light">
<tr>
<th>S. No</th>
<th>User Name</th>
<th>Month</th>
<th>Business Type</th>
<th>Date</th>
<th>Sales Generated By (Name)</th>
<th>Branch (JIBS)</th>
<th>Serviced By (Name)</th>
<th>Client Name</th>
<th>Client Address</th>
<th>Client Type</th>
<th>Payment From</th>
<th>Reference</th>
<th>Remarks</th>
<th>Policy/Endorsement</th>
<th>Insured Name</th>
<th>Policy/<br>Endorsement</th>
<th>Policy Type</th>
<th>BAP Group</th>
<th>Vehicle Number</th>
<th>Policy No</th>
<th>Endorsement No</th>
<th>Insurer Name</th>
<th>Insurer Branch</th>
<th>TPA</th>
<th>Days Until Expiry</th>
<th>Endorsement Effective Date</th>
<th>Policy Effective Date</th>
<th>Policy Expiry Date</th>
<th>Policy Type</th>
<th>BAP Group</th>
<th>Vehicle Number</th>
<th>Endorsement <br> Effective Date</th>
<th>Policy <br> Effective Date</th>
<th>Policy <br> Expiry Date</th>
<th>Reference</th>
<th>Remarks</th>
<th>Base Premium</th>
<th>Terrorism/TP</th>
<th>Premium (without GST)</th>
<th>Premium <br> (without GST)</th>
<th>GST @ 18%</th>
<th>Total Premium</th>
<th>Base Revenue %</th>
<th>TP / Terrorism Revenue %</th>
<th>Total IRDA Revenue INR</th>
<th>Base <br> Revenue %</th>
<th>TP / Terrorism <br> Revenue %</th>
<th>Total IRDA <br> Revenue INR</th>
<th>GST on Revenue</th>
<th>Total Amount Receivable</th>
<th>Rewards %</th>
<th>Total Amount <br> Receivable</th>
<th>Rewards</th>
<th>Total Brokerage</th>
<th>Payment Ref</th>
<th>Invoice Number</th>
<th>Invoice Date</th>
<th>Invoice Amount</th>
<th>Realization Amount</th>
<th>Outstanding Amount</th>
<th>Payment Status</th>
<th>UTR</th>
<th>Payment Date</th>
@ -85,52 +80,53 @@ table.dataTable tbody td {
<?php foreach($report_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['user_name']; ?></td>
<td><?php echo $row['policy_issue_month']; ?></td>
<td><?php echo $row['revenue_type']; ?></td>
<td><?php echo $row['policy_issue_date']; ?></td>
<td><?php echo $row['salse_person_name']; ?></td> <!-- Sales Generated By (Name) -->
<td><?php echo 'Chennai'; ?></td>
<td><?php echo $row['service_person_name']; ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['client_address']; ?></td>
<td><?php echo $row['client_type']; ?></td>
<td></td> <!-- Payment From -->
<td><?php echo $row['ref']; ?></td>
<td><?php echo $row['remarks']; ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['action_type']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['bap']; ?></td>
<td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['insurer_name']; ?> </td>
<td><?php echo $row['insurer_branch_name']; ?></td>
<td><?php echo $row['tpa_name']; ?></td>
<td><?php echo $row['days']; ?></td>
<td><?php echo $row['endorse_eff_date']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_end_date'])); ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['bap']; ?></td>
<td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
<td><?php echo $row['bp_amt']; ?></td>
<td><?php echo $row['tp_or_ter']; ?></td>
<td><?php echo $row['premium_wo_gst']; ?></td>
<td><?php echo $row['gst_amount']; ?></td>
<td><?php echo $row['total_premium']; ?></td>
<td><?php echo $row['agreed_bp_per']; ?></td>
<td><?php echo $row['agreed_tp_or_ter_per']; ?></td>
<td><?php echo $row['total_irda']; ?></td>
<td><?php echo $row['gst_on_revenue']; ?></td>
<td><?php echo $row['total_amt_received']; ?></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td></td>
<td><?php echo empty($row['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
<td><?php echo empty($row['policy_start_date']) ? '' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo empty($row['policy_end_date']) ? '' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
<td><?php echo $row['ref']; ?></td>
<td><?php echo $row['remarks']; ?></td>
<td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
<td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
<td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
<td class="right-align-input"><?php echo $row['gst_amount']; ?></td>
<td class="right-align-input"><?php echo $row['total_premium']; ?></td>
<td class="right-align-input"><?php echo $row['agreed_bp_per']; ?>&nbsp;%</td>
<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?>&nbsp;%</td>
<td class="right-align-input"><?php echo $row['total_irda']; ?></td>
<td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
<td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
<td class="right-align-input"><?php echo $row['reward']; ?></td>
<td><?php echo $row['invoice_no']; ?></td>
<td><?php echo empty($row['invoice_date']) ? '' : date('d/m/Y', strtotime($row['invoice_date'])); ?></td>
<td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
<td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
<td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
<td>
<?php
if($row['outstanding_amount'] == '0.00'){
echo 'Payment Received';
}else if($row['outstanding_amount'] == NULL){
echo '';
}else{
echo 'Partially Received';
}
?>
</td>
<td><?php echo $row['utr_numbers']; ?></td>
<td><?php echo $row['payment_dates']; ?></td>
</tr>
<?php } ?>
<?php } ?>
@ -143,6 +139,7 @@ table.dataTable tbody td {
</div><!-- end col -->
</div>
</div>
<script>
// Datatable document ready
$(document).ready(function() {
@ -164,14 +161,39 @@ $(document).ready(function() {
extend: 'excel',
text: 'Excel',
title: 'Policy-Tranction-BDS-List',
customize: function(xlsx) {
var sheet = xlsx.xl.worksheets['sheet1.xml'];
var total = 0;
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this).text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
});
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
$(sheet).find('sheetData').append(totalRow);
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");

10
app/Views/report_bds_filter.php
View File

@ -100,14 +100,19 @@
<input type="hidden" id="endDate">
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
<div class="form-group text-right m-b-0">
</div>
<!-- <div class="form-group text-right m-b-0">
<button type="button" class="btn btn-secondary" id="clear-filters">Clear</button>
<a href="<?= base_url("/policy_tranction/report/list"); ?>"
class="btn btn-primary waves-effect waves-light" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div> -->
</div>
</div>
</div>
@ -126,7 +131,6 @@
<script>
$(document).ready(function() {
getURLParams()
$('#client_id').select2();
$('#insurer_id').select2();

449
app/Views/variance_report_list.php Normal file
View File

@ -0,0 +1,449 @@
<style>
.table th,
.table td {
padding: 8px;
}
table.dataTable tbody td {
padding: 4px 4px !important;
}
.col-12 {
max-width: 98% !important;
}
.dataTables_filter {
position: absolute;
}
.right-align-input {
text-align: right;
}
.center-align-input {
text-align: center;
}
</style>
<div class="row" id="varience_filter">
<div class="col-12" style="margin-top: -12px;">
<div id="accordion" class="mb-3">
<div class="card mb-1">
<h5 class="m-1">
<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
aria-expanded="true">
<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
</a>
</h5>
<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
<div class="card-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
<?php
if (isset($clients) && count($clients)) {
foreach ($clients as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if(isset($insurer) && count($insurer)){ ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
foreach ($policy_types as $key => $value) {
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3">
<label for="client_branch">Issuer<span class="text-danger">*</span></label>
<select class="form-control" id="issuer" name="issuer" required>
<option value="0">Select Issure</option>
<?php
if (isset($issuer) && count($issuer)) {
foreach ($issuer as $key => $value) {
echo "<option value=" . $key . ">" . $value . "</option>";
}
}
?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
foreach ($date_type as $key => $value) {
echo "<option value='" . $key . "'>" . $value . "</option>";
}
}
?>
</select>
</div>
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
<input type="hidden" id="startDate">
<input type="hidden" id="endDate">
</div>
</div>
<div class="form-group text-right m-b-0">
<a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>"
class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>"
class="btn btn-primary" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
</div>
<div class="col-12" id="varience_list">
<div class="card">
<div class="card-body">
<div class="row" style="padding-bottom: 10px;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Variance Report</h4>
</div>
</div>
<div class="table-responsive" style="overflow-x: auto;">
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
<th>S.No</th>
<th>Client Name</th>
<th>Insurer</th>
<th>Policy</th>
<!-- <th>Policy No</th> -->
<th>Endorsement No</th>
<th>Expected Amount</th>
<th>Invoice Status</th>
<th>Invoice Amount</th>
<th>Realization Amount</th>
<th>Variance</th>
<!-- <th>Action</th> -->
</tr>
</thead>
<tbody>
<?php if (isset($varience_list)) { ?>
<?php foreach($varience_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
<!-- <td><?php echo $row['policy_no']; ?></td> -->
<td><?php echo $row['endorsement_no']; ?></td>
<td class="right-align-input"><?php echo $row['exp_amt']; ?></td>
<td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
<td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
<td class="right-align-input"><?php echo $row['variance']; ?></td>
<!-- <td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="
<?php
if ($row['action_type'] == 'I') {
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['id'];
} else {
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['id'];
}
?>" id="get-policy-list" class="dropdown-item btnEdit">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</div>
</div>
</td> -->
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
<div>
</div>
</div>
</div><!-- end col -->
</div>
</div>
<script>
// Datatable document ready
$(document).ready(function() {
var ticketsTable = $('#scroll-horizontal-datatable');
if (ticketsTable.length) {
ticketsTable.DataTable({
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
},
{
extend: 'excel',
text: 'Excel',
title: 'Policy-Tranction-BDS-List',
customize: function(xlsx) {
var sheet = xlsx.xl.worksheets['sheet1.xml'];
var total = 0;
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this)
.text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
});
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) +
2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex +
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
'</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
$(sheet).find('sheetData').append(totalRow);
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
});
} else {
console.error("Table not found.");
}
});
$(document).ready(function() {
getURLParams()
$('#client_id').select2();
$('#insurer_id').select2();
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event) {
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
var end_date = $('#endDate').val();
var client_id = $('#client_id').val();
var insurer_id = $('#insurer_id').val();
var policy_type_id = $('#policy_type_id').val();
var date_type = $('#date_type').val();
var issuer = $('#issuer').val();
console.log(start_date + '-' + end_date);
var queryParams = {
start_date: start_date,
end_date: end_date,
client_id: client_id,
insurer_id: insurer_id,
policy_type_id: policy_type_id,
date_type: date_type,
issuer: issuer,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const startDate = params.get('start_date') || 0; // Default to 0 if not found
const endDate = params.get('end_date') || 0; // Default to 0 if not found
const client_id = params.get('client_id') || 0; // Default to 0 if not found
const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
const date_type = params.get('date_type') || 0; // Default to 0 if not found
const issuer = params.get('issuer') || 0; // Default to 0 if not found
hideDateField(date_type)
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function() {
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
$('#insurer_id').val(insurer_id).change()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
}, 1000)
}
}
$(function() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
}
$('#reportrange').daterangepicker({
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
cb(start, end);
$('#clear-filters').on('click', function() {
// Reset all select dropdowns to the first option
$('#client_id').val('0').change();
$('#insurer_id').val('0').change();
$('#policy_type_id').val('0').change();
$('#date_type').val('0');
$('#issuer').val('0');
$('#date_div').hide()
// Reset the date range picker to default
$('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
$('#reportrange').data('daterangepicker').setEndDate(moment());
cb(start, end); // Update the displayed date range
});
});
function hideDateField(input = null) {
let val = $('#date_type').val();
if (input) {
val = input;
}
if (val != 0) {
$('#date_div').show()
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);
var queryParams = {
pt_id: pt_id,
};
const queryString = objectToQueryString(queryParams);
const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
console.log(apiURL);
window.location.href = apiURL;
}
</script>

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