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CHANGE_BDS_POS_TEAM_MENU : RV

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This commit is contained in:
VENKATESHWARAN 2025-04-11 14:55:54 +05:30
parent e491214299
commit bf2a40d47d
5 changed files with 81 additions and 59 deletions
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1
app/Controllers/MasterController.php
View File

@ -1422,6 +1422,7 @@ class MasterController extends AdminController
if ($insert) { if ($insert) {
//for CD Tranction Table //for CD Tranction Table
$cd_tranction_data['cd_ac_pk'] = $this->CDMasterModel->insertID();
$response = DepositHelper::saveDeposit($cd_tranction_data, $loggedInUserID); $response = DepositHelper::saveDeposit($cd_tranction_data, $loggedInUserID);
$cd_data = $this->CDMasterModel->where('client_id', $data['client_id'])->where('insurer_id', $data['insurer_id'])->findAll(); $cd_data = $this->CDMasterModel->where('client_id', $data['client_id'])->where('insurer_id', $data['insurer_id'])->findAll();

13
app/Models/PolicyTransactionModel.php
View File

@ -783,6 +783,19 @@ class PolicyTransactionModel extends Model
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left') ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->where('policy_transaction.is_active', 1) ->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1); ->where('pt_co_share_details.is_active', 1);
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
// Check if the start date and end date are provided // Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') { if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {

118
app/Views/layout/header.php
View File

@ -732,9 +732,9 @@
</div> </div>
</li> </li>
<?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?> <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?> <?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()) ) { ?>
<li> <li>
<a href="#policyReports" data-toggle="collapse" class="waves-effect"> <a href="#policyReports" data-toggle="collapse" class="waves-effect">
<i class="ri-file-chart-fill"></i> <i class="ri-file-chart-fill"></i>
@ -745,68 +745,76 @@
<li> <li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a> <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li> </li>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
</li>
<?php } ?>
</ul>
</div>
</li>
<?php } ?>
<?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) )) { ?>
<li>
<a href="#policyPendingActions" data-toggle="collapse" class="waves-effect">
<i class="mdi mdi-timer-sand"></i>
<span> Policy Pending Actions </span>
</a>
<div class="collapse" id="policyPendingActions">
<ul class="nav-third-level">
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
<li> <li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a> <a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
</ul>
</div>
</li>
<?php } ?>
<?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) )) { ?>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="ri-database-2-line"></i>
<span> Masters </span>
</a>
<div class="collapse" id="policyMasters">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li> </li>
<li> <li>
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a> <a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
</li> </li>
</ul> </ul>
</div> </div>
</li> </li>
<?php } ?> <?php } ?>
<li> <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
<a href="#policyPendingActions" data-toggle="collapse" class="waves-effect"> <li>
<i class="mdi mdi-timer-sand"></i> <a href="<?= base_url('/dmsSearch') ?>">
<span> Policy Pending Actions </span> <i class="ri-book-open-line"></i>
</a> <span> Documents</span>
<div class="collapse" id="policyPendingActions"> </a>
<ul class="nav-third-level"> </li>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?> <?php } ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
</ul>
</div>
</li>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
<i class="ri-database-2-line"></i>
<span> Masters </span>
</a>
<div class="collapse" id="policyMasters">
<ul class="nav-third-level">
<li>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
</ul>
</div>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">
<i class="ri-book-open-line"></i>
<span> Documents</span>
</a>
</li>
<?php } ?> <?php } ?>
</ul> </ul>

4
app/Views/policy_transaction_endorsement_form.php
View File

@ -1769,7 +1769,7 @@ function addInsurerColumn() {
break; break;
} }
}else if(team_id.includes('3')){ }else if(team_id.includes('3') || team_id.includes('8')){
switch(index) { switch(index) {
case 0: // Insurer selection case 0: // Insurer selection
@ -2155,7 +2155,7 @@ function populateTable(dataArray, status = false) {
cell.find('input[type="hidden"]').val(status ? data.id : ''); cell.find('input[type="hidden"]').val(status ? data.id : '');
break; break;
} }
}else if(team_id.includes('3')){ }else if(team_id.includes('3') || team_id.includes('8')){
switch (rowIndex) { switch (rowIndex) {
case 0: // Insurer selection case 0: // Insurer selection
cell.find('select').val(insurer); cell.find('select').val(insurer);

4
app/Views/policy_transaction_inception_form.php
View File

@ -3917,7 +3917,7 @@ function addInsurerColumn() {
} }
}else if(team_id.includes('3')){ }else if(team_id.includes('3') || team_id.includes('8')){
switch(index) { switch(index) {
case 0: // Insurer selection case 0: // Insurer selection
@ -4312,7 +4312,7 @@ function populateTable(dataArray, cd_ac_pk) {
cell.find('input[type="hidden"]').val(data.id); cell.find('input[type="hidden"]').val(data.id);
break; break;
} }
}else if(team_id.includes('3')){ }else if(team_id.includes('3') || team_id.includes('8')){
switch (rowIndex) { switch (rowIndex) {
case 0: // Insurer selection case 0: // Insurer selection