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CHANGE_CD_MASTER_CR : RV

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VENKATESHWARAN 2025-07-31 09:38:10 +05:30
parent e6f292901b
commit d32b5e7fa1
11 changed files with 780 additions and 391 deletions
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22
app/Controllers/ClientController.php
View File

@ -635,6 +635,7 @@ class ClientController extends AdminController
$balances = $this->clientPolicyModel->getBalances($id);
$data['balances'] = $balances;
// dd($data);
if($requestFrom == 'rest'){ return $data; }
echo view('layout/header', $headerData);
@ -746,12 +747,15 @@ class ClientController extends AdminController
$this->myLogger->logme('error', 'Edit Client Onboarding function called');
$headerData['page_name'] = 'Edit Client Onboarding';
$editData['RM'] = $this->userModel->where('is_active', 1)->findAll();
$editData['RM'] = $this->userModel->where('is_active', 1)->findAll();
$editData['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
$editData['state'] = $this->stateModel->getAllStates();
$editData['police'] = $this->policesModel->findAll();
$editData['entity'] = $this->kycEntityTypeModel->findAll();
$editData['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$editData['insurers'] = $this->insurerModel->where('is_active', 1)->findAll();
$editData['insurer_branch'] = $this->insurerBranchModel->where('is_active', 1)->findAll();
$editData['clients'] = $this->clientModel->where('is_active', 1)->findAll();
$editData['kyc_docs'] = $this->kycDocsModel->findAll();
$editData['policyGridData'] = $this->policyGridModel->findAll();
$editData['policy_types'] = $this->policyTypeModel->findAll();
@ -3551,12 +3555,13 @@ class ClientController extends AdminController
return $this->respond(['status' => true, 'code' => 200, 'message' => 'Additionaly Rack Rate Data Remove Successfully'], 200);
}
public function get_cd_ac($client_id, $insurer_id)
public function get_cd_ac($client_id, $insurer_id, $insurer_branch_id)
{
$cd_data = $this->CDMasterModel
->where('client_id', $client_id)
->where('insurer_id', $insurer_id)
->where('insurer_branch_id', $insurer_branch_id)
->where('is_active', 1)
->findAll();
@ -4095,12 +4100,13 @@ class ClientController extends AdminController
}
public function getCDAccNoByClientAndInsurer($client, $insurer)
public function getCDAccNoByClientAndInsurer($client, $insurer, $insurer_branch_id)
{
$cdmData = $this->CDMasterModel
->where('client_id', $client)
->where('insurer_id', $insurer)
->where('insurer_branch_id', $insurer_branch_id)
->where('is_active', 1)
->findAll();
@ -6208,6 +6214,14 @@ class ClientController extends AdminController
$pre_client_data = $db2->table('clients')->where('is_active', 1)->where('short_name', $post_client_data['short_name'])->get()->getRowArray();
if(empty($pre_client_data)){
$hrAccessData['pre_hr_data'] = [];
$hrAccessData['pre_policy_data'] = [];
$combinedHrAccessData = $this->constructHrAccessData($hrAccessData, $client_id);
return $combinedHrAccessData;
}
$hrAccessData['pre_hr_data'] = $db2->table('client_branch')
->select('lc.id as pre_hr_id, lc.name as hr_name, lc.mobile as hr_mobile, lc.email as hr_mail')
->join('level_contacts lc', 'client_branch.id = lc.ref_id')

355
app/Controllers/MasterController.php
View File

@ -1225,53 +1225,204 @@ class MasterController extends AdminController
$data['page_name'] = 'CD Master List';
$data['CD_Master_Data'] = $this->CDMasterModel->getCDMasterList();
$data['insurers'] = $this->insurerModel->where('is_active', 1)->findAll();
$data['insurer_branch'] = $this->insurerBranchModel->where('is_active', 1)->findAll();
$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
$this->loadLayout('cd_master_list', $data);
}
public function createCDMasterData()
{
// public function createCDMasterData()
// {
// $data = $this->request->getPost();
// $id = $data['PrimaryKey'];
// $date = (string) $this->request->getPost('opening_date');
// $data['opening_date'] = date('Y-m-d', strtotime($date));
// // print_rr($data);die();
// $loggedInUserID = get_session_userid();
// if (empty($id)) {
// if ($data) {
// $insert = $this->CDMasterModel->insert($data);
// if ($insert) {
// // Prepare the array with data
// $cd_tranction_data = [
// 'amount' => $data['opening_bal'],
// 'sub_type_id' => 7,
// 'client_id' => $data['client_id'],
// 'client_policy_id' => null,
// 'cd_ac_no' => $data['cd_ac_no'],
// 'endorsement_no' => null,
// 'insurer_id' => $data['insurer_id'],
// 'description' => 'opening Amount',
// 'transaction_type' => 'Credit',
// 'event_name' => null,
// 'updated_by' => 1,
// ];
// $cd_tranction_data['cd_ac_pk'] = $this->CDMasterModel->insertID();
// $response = DepositHelper::saveDeposit($cd_tranction_data, $loggedInUserID);
// session()->setFlashdata('success', "Cash Deposite Master Added Successfully");
// return redirect()->to(base_url('/master/cash_deposite/list'));
// } else {
// session()->setFlashdata('error', "Cash Deposite Master Added Failed");
// return redirect()->to(base_url('/master/cash_deposite/list'));
// }
// } else {
// session()->setFlashdata('error', "Cash Deposite Master Added Failed. Data Not Found");
// return redirect()->to(base_url('/master/cash_deposite/list'));
// }
// } else {
// if ($data) {
// $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']
// ];
// $cd_tranction = $this->clientDepositModel
// ->where('client_id', $data['client_id'])
// ->where('insurer_id', $data['insurer_id'])
// ->where('cd_ac_no', $data['cd_ac_no'])
// ->where('sub_type', 7)
// ->set($cd_transaction_updated_data)->update();
// if ($insert) {
// session()->setFlashdata('success', "Cash Deposite Master Updated Successfully");
// return redirect()->to(base_url('/master/cash_deposite/list'));
// } else {
// session()->setFlashdata('error', "Cash Deposite Master Update Failed");
// return redirect()->to(base_url('/master/cash_deposite/list'));
// }
// } else {
// session()->setFlashdata('error', "Cash Deposite Master Update Failed. Data Not Found");
// return redirect()->to(base_url('/master/cash_deposite/list'));
// }
// }
// }
public function createCDMasterData()
{
$this->myLogger->logme("error", 'Create CD Master Data API called.');
$data = $this->request->getPost();
$date = (string) $this->request->getPost('opening_date');
$this->myLogger->logme("error", 'Received POST data: ' . json_encode($data));
$id = $data['PrimaryKey'] ?? null;
$date = (string) ($data['opening_date'] ?? '');
$data['opening_date'] = date('Y-m-d', strtotime($date));
// print_rr($data);die();
// Prepare the array with data
$cd_tranction_data = [
'amount' => $data['opening_bal'],
'sub_type_id' => 7,
'client_id' => $data['client_id'],
'client_policy_id' => null,
'cd_ac_no' => $data['cd_ac_no'],
'endorsement_no' => null,
'insurer_id' => $data['insurer_id'],
'description' => 'opening Amount',
'transaction_type' => 'Credit',
'event_name' => null,
'updated_by' => 1,
];
$this->myLogger->logme("error", 'Formatted opening_date: ' . $data['opening_date']);
$loggedInUserID = get_session_userid();
if ($data) {
$this->myLogger->logme("error", 'Logged in user ID: ' . $loggedInUserID);
// === INSERT ===
if (empty($id)) {
$this->myLogger->logme("error", 'Performing INSERT operation.');
$insert = $this->CDMasterModel->insert($data);
$this->myLogger->logme("error", 'Insert result: ' . json_encode($insert));
if ($insert) {
$cd_tranction_data['cd_ac_pk'] = $this->CDMasterModel->insertID();
$response = DepositHelper::saveDeposit($cd_tranction_data, $loggedInUserID);
session()->setFlashdata('success', "Cash Deposite Master Added Successfully");
return redirect()->to(base_url('/master/cash_deposite/list'));
$cd_tranction_data = [
'amount' => $data['opening_bal'],
'sub_type_id' => 7,
'client_id' => $data['client_id'],
'client_policy_id' => null,
'cd_ac_no' => $data['cd_ac_no'],
'endorsement_no' => null,
'insurer_id' => $data['insurer_id'],
'description' => 'Opening Amount',
'transaction_type' => 'Credit',
'event_name' => null,
'updated_by' => 1,
'cd_ac_pk' => $insert,
];
$this->myLogger->logme("error", 'Saving initial deposit with data: ' . json_encode($cd_tranction_data));
$response = DepositHelper::saveDeposit($cd_tranction_data, $loggedInUserID);
$this->myLogger->logme("error", 'Deposit save response: ' . json_encode($response));
$cd_master_data = $this->CDMasterModel->where('is_active', 1)->where('id', $insert)->first();
$this->myLogger->logme("error", 'Inserted CD Master data: ' . json_encode($cd_master_data));
$cd_master_full_data = $this->CDMasterModel->where('is_active', 1)
->where('client_id', $data['client_id'])
->where('insurer_id', $data['insurer_id'])
->where('insurer_branch_id', $data['insurer_branch_id'])
->findAll();
return $this->respond([
'status' => true,
'code' => 500,
'message' => "CD Master Added Successfully",
'cd_master_data' => $cd_master_data,
'data' => $cd_master_full_data
]);
} else {
session()->setFlashdata('error', "Cash Deposite Master Added Failed");
return redirect()->to(base_url('/master/cash_deposite/list'));
$this->myLogger->logme('error', 'CD Master Insert Failed.');
return $this->respond([
'status' => true,
'code' => 500,
'message' => "CD Master Add Failed",
], 200);
}
} else {
}
session()->setFlashdata('error', "Cash Deposite Master Added Failed. Data Not Found");
return redirect()->to(base_url('/master/cash_deposite/list'));
// === UPDATE ===
$this->myLogger->logme("error", 'Performing UPDATE operation for ID: ' . $id);
$updated = $this->CDMasterModel->where('id', $id)->set($data)->update();
$this->myLogger->logme("error", 'Update result: ' . json_encode($updated));
$existingData = $this->CDMasterModel->where('is_active', 1)->where('id', $id)->first();
$this->myLogger->logme("error", 'Existing data after update: ' . json_encode($existingData));
$cd_transaction_updated_data = [
'balance' => $existingData['opening_bal'],
'amount' => $existingData['opening_bal']
];
$updateDeposit =$this->clientDepositModel
->where('client_id', $existingData['client_id'])
->where('insurer_id', $existingData['insurer_id'])
->where('cd_ac_no', $existingData['cd_ac_no'])
->where('sub_type', 7)
->set($cd_transaction_updated_data)
->update();
$this->myLogger->logme("error", 'Client Deposit Update result: ' . json_encode($updateDeposit));
if ($updated) {
$this->myLogger->logme("error", 'CD Master Updated Successfully.');
return $this->respond([
'status' => true,
'message' => "CD Master Updated Successfully"
]);
} else {
$this->myLogger->logme('error', 'CD Master Update Failed.');
return $this->respond([
'status' => true,
'code' => 500,
'message' => "CD Master Updated Failed",
], 200);
}
}
@ -1598,7 +1749,6 @@ class MasterController extends AdminController
}
}
public function generateNewGmailAPIToken()
{
$gmailapi = \Config\Services::gmailapi();
@ -1609,49 +1759,46 @@ class MasterController extends AdminController
//testing a sample mail from front end
public function testGmailAPI()
{
if ($this->request->getMethod() == 'post') {
// $gmailapi = \Config\Services::gmailapi();
$to = $this->request->getPost('to');
$subject = $this->request->getPost('subject');
$mail_content = $this->request->getPost('content');
$common = ['mail_type'=>'test_mail_ui'];
/*****CHOOSE ANY ONE AT A TIME, COMMENT ANOTHER ONE******/
if ($this->request->getMethod() == 'post') {
// $gmailapi = \Config\Services::gmailapi();
/*****CALLING DIRECLT USING LIB******/
// $res = $gmailapi->sendMessage($to, $subject, $mail_content, 'info@nhanceindia.in', 'info@nhanceindia.in', $cc = [], $bcc = []);
$to = $this->request->getPost('to');
$subject = $this->request->getPost('subject');
$mail_content = $this->request->getPost('content');
$common = ['mail_type' => 'test_mail_ui'];
/*****CHOOSE ANY ONE AT A TIME, COMMENT ANOTHER ONE******/
// if($res['status'])
// {
// return $this->respond(['status' => 'success','code' => 200,'data' => $res],200);
// }
// else
// {
// $this->respond(['status' => 'failed','code' => 500,'data' => $res],200);
// }
/*****CALLING DIRECLT USING LIB******/
/*****CALLING DIRECLT USING LIB******/
// $res = $gmailapi->sendMessage($to, $subject, $mail_content, 'info@nhanceindia.in', 'info@nhanceindia.in', $cc = [], $bcc = []);
/*****CALLING VIA MAIL HELPER******/
$res = MailHelper::send_email(['mail' => $to, 'subject' => $subject,'common'=>$common ,'message' => $mail_content]);
return $this->respond(['status' => 'success','code' => 200,'data' => $res],200);
/*****CALLING VIA MAIL HELPER******/
// if($res['status'])
// {
// return $this->respond(['status' => 'success','code' => 200,'data' => $res],200);
// }
// else
// {
// $this->respond(['status' => 'failed','code' => 500,'data' => $res],200);
// }
/*****CALLING DIRECLT USING LIB******/
}
/*****CALLING VIA MAIL HELPER******/
$res = MailHelper::send_email(['mail' => $to, 'subject' => $subject, 'common' => $common, 'message' => $mail_content]);
return $this->respond(['status' => 'success', 'code' => 200, 'data' => $res], 200);
/*****CALLING VIA MAIL HELPER******/
}
$this->loadLayout('mail_test');
}
//testing a sample mail from cli
//testing a sample mail from cli
public function testGmailAPIViaCLI(string $email_id = 'velmurugan.s@venbainfotech.com')
{
$email_id = CLI::getOption('to') ? CLI::getOption('to') : $email_id;
// print_r($email_id);die();
// $gmailapi = \Config\Services::gmailapi();
$message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
// $gmailapi = \Config\Services::gmailapi();
$message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
// $attachments = [
// ["filePath" => WRITEPATH."uploads/excel/sample/correction.xls","fileName" => "correction.xls"],
@ -1661,34 +1808,34 @@ class MasterController extends AdminController
// ];
$attachments = [
["filePath" => ROOTPATH."public/sample_excel/sample_addition.xls","fileName" => "sample_addition.xls"],
["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
["filePath" => ROOTPATH . "public/sample_excel/sample_addition.xls", "fileName" => "sample_addition.xls"],
["filePath" => ROOTPATH . "public/sample_excel/sample_inception.xls", "fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH . "public/assets/images/login_bg.jpg", "fileName" => "login_bg.jpg"]
];
$common = ['mail_type'=>'test_mail_cli'];
$common = ['mail_type' => 'test_mail_cli'];
$email_id = CLI::getOption('to') ? CLI::getOption('to') : $email_id;
$res = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Mail Via CLI', 'message' => $message,'attachments' => $attachments,'common'=>$common]);
echo "Inside the master controller";
print_r($res);
$res = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Mail Via CLI', 'message' => $message, 'attachments' => $attachments, 'common' => $common]);
echo "Inside the master controller";
print_r($res);
}
public function testZeptoSMTP() {
public function testZeptoSMTP()
{
$message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
$attachments = [
["filePath" => ROOTPATH."public/sample_excel/sample_addition.xls","fileName" => "sample_addition.xls"],
["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
["filePath" => ROOTPATH . "public/sample_excel/sample_addition.xls", "fileName" => "sample_addition.xls"],
["filePath" => ROOTPATH . "public/sample_excel/sample_inception.xls", "fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH . "public/assets/images/login_bg.jpg", "fileName" => "login_bg.jpg"]
];
$email_id = ['srinivas.saravanan@venbainfotech.com','srinivassaravanan2002@gmail.com'];
$params = ['mail'=>$email_id];
$common = ['mail_type'=>'test_mail_cli'];
$email_id = ['srinivas.saravanan@venbainfotech.com', 'srinivassaravanan2002@gmail.com'];
$params = ['mail' => $email_id];
$common = ['mail_type' => 'test_mail_cli'];
// $bcc = "vijayalakshmi@nhanceindia.in,vitvelz@gmail.com,velmurugan.s@venbainfotech.com,hariharan@nhanceindia.in,hariharan@jubiliant.in,srinivas.saravanan@venbainfotech.com";
// Send email and get response
$result = MailHelper::send_email(['mail' => $email_id, 'params'=>$params,'subject' => 'Mail Via CLI','message' => $message,'attachments' => $attachments,'common'=>$common]);
$result = MailHelper::send_email(['mail' => $email_id, 'params' => $params, 'subject' => 'Mail Via CLI', 'message' => $message, 'attachments' => $attachments, 'common' => $common]);
log_message('error',json_encode($result));
log_message('error', json_encode($result));
// Format the response for display/debugging
$response = [
'success' => $result['success'] ?? false,
@ -1703,15 +1850,16 @@ class MasterController extends AdminController
// Return JSON response
return $this->response->setJSON($result);
}
public function testCheckBounceMails()
{
$gmailapi = \Config\Services::gmailapi();
$from_date = CLI::getOption('from') ? CLI::getOption('from') : null;
$to_date = CLI::getOption('to') ? CLI::getOption('to') : null;
$count = CLI::getOption('count') ? CLI::getOption('count') : null;
$page = CLI::getOption('page') ? CLI::getOption('page') : null;
$res = $gmailapi->checkBounceStatus(from_date:$from_date,to_date:$to_date,count:$count,page:$page);
print_r($res);
$gmailapi = \Config\Services::gmailapi();
$from_date = CLI::getOption('from') ? CLI::getOption('from') : null;
$to_date = CLI::getOption('to') ? CLI::getOption('to') : null;
$count = CLI::getOption('count') ? CLI::getOption('count') : null;
$page = CLI::getOption('page') ? CLI::getOption('page') : null;
$res = $gmailapi->checkBounceStatus(from_date: $from_date, to_date: $to_date, count: $count, page: $page);
print_r($res);
}
public function appCheckList()
@ -1721,7 +1869,6 @@ class MasterController extends AdminController
$this->checkGoogleOAuthCredentialsinDB();
$this->getCronJobsList();
$this->checkGdriveRootFolderID();
}
public function checkAndCreateDirectories()
@ -1740,7 +1887,7 @@ class MasterController extends AdminController
'tmp' => WRITEPATH . 'tmp/',
'e_card_imgs' => ROOTPATH . 'public/e_card_imgs',
'uploads' => ROOTPATH . 'public/uploads',
'add_image_upload' => ROOTPATH . 'public/uploads/add_image_upload/',//adverdisement images for enrollment app
'add_image_upload' => ROOTPATH . 'public/uploads/add_image_upload/', //adverdisement images for enrollment app
'logo' => ROOTPATH . 'public/uploads/logo/',
'template_bg' => ROOTPATH . 'public/uploads/template_bg/',
'attachments' => WRITEPATH . 'uploads/attachments/',
@ -1776,21 +1923,18 @@ class MasterController extends AdminController
echo "################ CHECKING GMAIL OAUTH FOR EMAIL ###################\n";
if (is_array($token) && is_null($token['gmail_api_oauth_credentials'])) {
echo "Email OAuth credentials not found in database.\n";
echo "Check the following..!\n";
echo "1. Update Gmail Oauth credentials in 'gmail_api_oauth_credentials' field in 'settings' table in JSON format.\n";
echo "2. Call this cli route to generate new access token: 'php public/index.php cli/new_gmail_token' from root of the project.\n";
echo "3. Call this cli route : 'php public/index.php cli/send_mail_cli --to someone@gmail.com' to send test mail to testGmailAPIViaCLI ( replace someone@gmail.com with real time mail).\n";
}
else
{
} else {
echo "Gmail OAuth for sending email is set in DB\n";
}
echo "################################################################\n\n";
}
function getCronJobsList()
{
// Execute the shell command to get cron jobs
@ -1806,7 +1950,7 @@ class MasterController extends AdminController
} elseif ($output) {
// Return the cron job list
echo nl2br($output);
echo "\n" ;// Convert newlines to <br> for easier HTML rendering
echo "\n"; // Convert newlines to <br> for easier HTML rendering
} else {
echo "Error retrieving cron jobs or no cron jobs set.\n";
}
@ -1818,13 +1962,10 @@ class MasterController extends AdminController
{
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.". $this->cli_colors['reset'] ."\n";
if ($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";
}
@ -1834,16 +1975,16 @@ class MasterController extends AdminController
$message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
$attachments = [
["filePath" => ROOTPATH."public/sample_excel/sample_addition.xls","fileName" => "sample_addition.xls"],
["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
["filePath" => ROOTPATH . "public/sample_excel/sample_addition.xls", "fileName" => "sample_addition.xls"],
["filePath" => ROOTPATH . "public/sample_excel/sample_inception.xls", "fileName" => "sample_inception.xls"],
["filePath" => ROOTPATH . "public/assets/images/login_bg.jpg", "fileName" => "login_bg.jpg"]
];
$email_id = 'venkateshraman786@gmail.com';
$params = ['mail'=>$email_id];
$params = ['mail' => $email_id];
$multi_mails = ['venkateshraman786@gmail.com', 'gowtham.manavalan.la@gmail.com', 'venkatesh.r@venbainfotech.com'];
$common = ['mail_type'=>'test_mail_cli'];
$common = ['mail_type' => 'test_mail_cli'];
$bcc = "vitvelz@gmail.com,velmurugan.s@venbainfotech.com,srinivas.saravanan@venbainfotech.com";
$result = MailHelper::send_email(['mail' => $multi_mails, 'bcc'=>$bcc, 'params'=>$params,'subject' => 'Send Multiple " To " emails','message' => $message,'attachments' => $attachments,'common'=>$common]);
$result = MailHelper::send_email(['mail' => $multi_mails, 'bcc' => $bcc, 'params' => $params, 'subject' => 'Send Multiple " To " emails', 'message' => $message, 'attachments' => $attachments, 'common' => $common]);
dd($result);
}

5
app/Models/CDMasterModel.php
View File

@ -17,6 +17,7 @@ class CDMasterModel extends Model
'id',
'client_id',
'insurer_id',
'insurer_branch_id',
'cd_ac_no',
'opening_bal',
'opening_date',
@ -66,9 +67,10 @@ class CDMasterModel extends Model
$query = $this->db->table('cd_master')
->select('cd_master.*, clients.client_name, clients.short_name, insurers.name AS insurer_name, user_profiles.first_name AS user_name, IFNULL(cd_ac_counts.cd_ac_no_count, 0) AS cd_ac_no_count, IFNULL(cd_ac_counts_for_cdt.cd_ac_no_count_cd_tranction, 0) AS cd_ac_no_count_cd_tranction')
->select('cd_master.*, clients.client_name, clients.short_name, insurers.name AS insurer_name, user_profiles.first_name AS user_name, IFNULL(cd_ac_counts.cd_ac_no_count, 0) AS cd_ac_no_count, IFNULL(cd_ac_counts_for_cdt.cd_ac_no_count_cd_tranction, 0) AS cd_ac_no_count_cd_tranction, insurer_branch.branch_name as insurer_branch_name')
->join('clients', 'clients.id = cd_master.client_id')
->join('insurers', 'insurers.id = cd_master.insurer_id')
->join('insurer_branch', 'cd_master.insurer_branch_id = insurer_branch.id', "left")
->join('user_profiles', 'user_profiles.id = cd_master.created_by')
->join(
'(SELECT cd_master.cd_ac_no, cd_master.id, COUNT(client_policy.cd_ac_no) AS cd_ac_no_count
@ -102,6 +104,7 @@ class CDMasterModel extends Model
->where('clients.is_active', 1)
->where('insurers.is_active', 1)
->where('user_profiles.is_active', 1)
->orderBy('cd_master.id', "desc")
->get();
$result = $query->getResultArray();

7
app/Models/ClientPolicyModel.php
View File

@ -174,10 +174,11 @@ class ClientPolicyModel extends Model
$builder = $this->db->table('client_policy')
->select('client_policy.*, cd_master.cd_ac_no as cd_master_account_no')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
->select('insurers.name as insurer_name, insurers.short_name as insurer_short, insurer_branch.branch_name as insurer_branch_name')
->select('clients.client_name as client_name')
->join('clients', 'clients.id = client_policy.client_id')
->join('insurers', 'insurers.id = client_policy.insurer_id')
->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id', 'left')
->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
->where('client_policy.client_id', $id)
->where('cd_master.id = client_policy.cd_ac_pk')
@ -190,7 +191,9 @@ class ClientPolicyModel extends Model
$builder->whereIn('client_policy.id', $policyId);
}
return $builder->get()->getResult();
$data = $builder->get()->getResult();
// dd($this->db->getLastQuery());
return $data;

306
app/Views/cd_master_add_modal.php Normal file
View File

@ -0,0 +1,306 @@
<!-- modal content -->
<div id="con-close-modal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true" data-backdrop="static">
<div class="modal-dialog" <?= !isset($CD_Master_Data) ? 'style="max-width: 35% !important;"' : '' ?>>
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Add Opening Amount</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true" onclick="resetCdMasterFormModal()">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" id="CDMasterForm" enctype="multipart/form-data">
<input type="hidden" name="PrimaryKey" id="CD_Master_ID" />
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="emp_code">Client<span class="text-danger">*</span></label>
<select class="form-control <?= !isset($CD_Master_Data) ? 'readonly-select' : '' ?>" id="cd_client_id" name="client_id" required>
<option value="" >Select Client</option>
<?php foreach($clients as $value) {
if(isset($client['id']) && $value['id'] == $client['id']){
$client_select = "selected";
}else{
$client_select = "";
}
?>
<option value="<?= $value['id'] ?>" <?= $client_select ?>><?= $value['client_name'] ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="profile">Insurer<span class="text-danger">*</span></label>
<select class="form-control <?= !isset($CD_Master_Data) ? 'readonly-select' : '' ?>" id="insurer_id_for_cd" name="insurer_id" <?= isset($CD_Master_Data) ? 'onchange="filterInsurerBranch(this)"' : '' ?> required>
<option value="">Select Insurer</option>
<?php foreach($insurers as $value) { ?>
<option value="<?= $value['id'] ?>"><?= $value['name'] ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="insurer_branch_id">Insurer Branch<span class="text-danger">*</span></label>
<select class="form-control <?= !isset($CD_Master_Data) ? 'readonly-select' : '' ?>" id="insurer_branch_id" name="insurer_branch_id" required>
<option value="">Select Insurer Branch</option>
<?php if(isset($insurer_branch) && !empty($insurer_branch))
{ foreach($insurer_branch as $branch) { ?>
<option data-insurer="<?= $branch['insurer_id'] ?>" value="<?= $branch['id'] ?>"><?= $branch['branch_name'] ?></option>
<?php } } ?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="email">Opening Date<span class="text-danger">*</span></label>
<input type="text" class="form-control" name="opening_date" id="opening_date" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">CD Account Number<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="cd_ac_no_for_cd_master" name="cd_ac_no" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">Opening Amount<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="opening_bal" name="opening_bal" onkeypress="return onlyNumbers(event)" required>
</div>
</div>
</div>
<div id="cdButtonWrapper" class="form-group text-right m-b-0">
<button class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
<!-- <button type="button" class="btn btn-secondry waves-effect waves-light mr-1" data-dismiss="modal" aria-hidden="true">Close</button> -->
</div>
</form>
</div>
</div>
</div>
</div>
</div>
<!-- /.modal -->
<script>
//checking and setting this is CD master page or not
var isCdMasterPage = <?php echo isset($CD_Master_Data) ? 'true' : 'false'; ?>;
console.log("isCdMasterPage", isCdMasterPage);
$(document).ready(function(){
var openingDatePicker = flatpickr("#opening_date", {
dateFormat: "d-m-Y",
allowInput: false
});
if(isCdMasterPage == true){
$('#cd_client_id').select2();
$('#insurer_id_for_cd').select2();
$('#insurer_branch_id').select2();
}
})
$('#cd_ac_no_for_cd_master').keyup(function(){
console.log('key chnage detected');
var cd_ac_no = $(this).val();
console.log(cd_ac_no +'-'+cd_ac_no.length);
cd_ac_no = cd_ac_no.trim();
console.log(cd_ac_no +'-'+cd_ac_no.length);
$.ajax({
url: '<?php echo base_url('util/check_cd_ac_no/');?>'+cd_ac_no,
type: "GET",
dataType: 'json',
success: function (res) {
console.log(res)
if(res.status == true){
toastr.warning(res.message, 'warning');
// $('#cd_ac_no').val('');
$('#btnSubmit').prop('disabled',true);
return;
}
$('#btnSubmit').prop('disabled',false);
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
})
$('#CDMasterForm').submit(function(event) {
event.preventDefault();
console.log("submit CD Master Form Data function called");
var isValid = $('#CDMasterForm').parsley().validate();
if (!isValid) {
$('#CDMasterForm').find('input, select, textarea').each(function() {
if ($(this).parsley().isValid() === false && !$(this).val()) {
console.log('Empty field ID:', this.id);
}
});
console.log('Form is Empty', 'Warning');
return;
}
let formData = new FormData($('#CDMasterForm')[0]);
console.log("formData", formData);
let url = '<?= base_url('master/cash_deposite/create') ?>';
console.log("url", url);
$.ajax({
data: formData,
url: url,
type: "POST",
dataType: 'json',
processData: false,
contentType: false,
success: function(res) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.log('CD Mater Form Submit Responce', res);
if (res.status == true) {
toastr.success(res.message, 'Success');
if(isCdMasterPage == false){
appendCDACNO(res.data, res.cd_master_data.id);
// appendCdAccNo(res.cd_master_data);
}
} else {
toastr.warning(res.message, 'WARNING');
}
//this function for reset the form values after submitting the form or closing the form
resetCdMasterFormModal()
$('.close').click();
//if this page is CD mater form page than the page reload other wise not to reload
if(isCdMasterPage == true){
window.location.href = '<?= base_url('master/cash_deposite/list') ?>';
}
},
error: function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
toastr.error('An error occurred while adding the CD account number.', 'ERROR');
}
});
});
function onlyNumbers(event) {
var charcode;
charcode = event.which || event.keyCode;
if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
return false;
}
function resetCdMasterFormModal(){
console.log("resetCdMasterFormModal() function called");
$('#CD_Master_ID').val('');
$('#opening_date').val('');
$('#cd_ac_no_for_cd_master').val('');
$('#opening_bal').val('');
$('#CDMasterForm').parsley().reset();
$('#cd_ac_no_for_cd_master').prop("disabled", false);
$('#opening_bal').prop("disabled", false);
if(isCdMasterPage == true){
$('#client_id').val('').change();
$('#insurer_id_for_cd').val('').change();
$('#insurer_branch_id').val('').change();
$('#client_id').prop("disabled", false);
$('#insurer_id_for_cd').prop("disabled", false);
$('#insurer_branch_id').prop("disabled", false);
$('#CDMasterForm')[0].reset();
}
}
function filterInsurerBranch(input) {
console.log("filterInsurerBranch function called");
let insurer_id = $(input).val();
console.log("insurer_id", insurer_id);
let branch_data = <?= isset($insurer_branch) && !empty($insurer_branch) ? json_encode($insurer_branch) : '[]' ?>;
console.log("branch_data", branch_data);
let filteredBranches = branch_data.filter(branch => branch.insurer_id == insurer_id);
console.log("filteredBranches", filteredBranches);
let $branchSelect = $('#insurer_branch_id');
$branchSelect.empty().append('<option value="">Select Insurer Branch</option>');
filteredBranches.forEach(branch => {
$branchSelect.append(
$('<option>', {
value: branch.id,
text: branch.branch_name
})
);
});
$branchSelect.val('').trigger('change.select2');
}
function showCdMasterAddModal(){
if(isCdMasterPage == true){
$('#client_id').val('');
$('#insurer_id_for_cd').val('');
$('#insurer_branch_id').val('');
}
$('#opening_date').val('');
$('#cd_ac_no_for_cd_master').val('');
$('#opening_bal').val('');
// $('#CDMasterForm').attr('action', '<?php echo base_url('master/cash_deposite/create');?>');
$('#title').html('Add Opening Amount');
$('#btnSubmit').html('Submit');
var myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
myModal.show();
}
function appendCdAccNo(data) {
console.log("appendCdAccNo function called :", data);
const option = $('<option>', {
value: data.id,
text: data.cd_ac_no,
selected: true // directly set selected in the object
});
console.log("option", option);
$('#cd_ac_no_for_cd_master').append(option);
}
</script>

369
app/Views/cd_master_list.php
View File

@ -16,6 +16,7 @@ table.dataTable thead th {
max-width: 98% !important;
}
.custom-dropdown-menu {
display: none;
position: absolute;
@ -42,6 +43,15 @@ table.dataTable thead th {
color: #16181b !important;
cursor: pointer !important;
}
.addbtnStyle{
margin-left: 20px !important;
}
.dataTables_filter {
position: absolute;
}
</style>
<div class="row" id="client_list">
@ -53,17 +63,18 @@ table.dataTable thead th {
<h4 style="position: relative;">CD Master List</h4>
</div>
<div class="col-6" style="text-align: right; position: relative;top: 56px;">
<button type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light"
<!-- <button type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light"
data-toggle="modal" data-target="#con-close-modal" data-placement="top" title="Add"
data-trigger="hover">ADD</button>
data-trigger="hover">ADD</button> -->
</div>
</div>
<table class="table table-sm table-hover m-0 table-centered dt-responsive w-100" cellspacing="0"
id="tickets-table">
<table id="scroll-horizontal-datatable" class="table w-100 nowrap" >
<thead class="bg-light">
<tr>
<th class="font-weight-medium">S.No.</th>
<th class="font-weight-medium">Client Name</th>
<th class="font-weight-medium">Insurer Name</th>
<th class="font-weight-medium">Insurer Branch Name</th>
<th class="font-weight-medium">Opening Date</th>
<th class="font-weight-medium">CD Account No</th>
<th class="font-weight-medium">Opening Amount</th>
@ -71,17 +82,17 @@ table.dataTable thead th {
<th class="font-weight-medium">Action</th>
</tr>
</thead>
<tbody>
<?php foreach($CD_Master_Data as $row){ ?>
<?php foreach($CD_Master_Data as $index => $row){ ?>
<tr>
<td><?= $index + 1; ?></td>
<td><?php echo $row['client_name']; ?>( <?= $row['short_name'] ?> )</td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['insurer_branch_name']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['opening_date'])); ?></td>
<td><?php echo $row['cd_ac_no']; ?></td>
<td><?php echo $row['opening_bal']; ?></td>
<td><?php echo date('d-M-Y h:i A', strtotime($row['created_at'])) ?> by
<?php echo $row['user_name']; ?></td>
<td><?php echo date('d-M-Y h:i A', strtotime($row['created_at'])) ?> by <?php echo $row['user_name']; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
@ -103,199 +114,129 @@ table.dataTable thead th {
</div>
<!-- end row -->
<?php include("cd_master_add_modal.php"); ?>
<!-- modal content -->
<div id="con-close-modal" class="modal fade" tabindex="-1" role="dialog" aria-labelledby="myModalLabel"
aria-hidden="true" data-backdrop="static" style="display: none;">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Add Opening Amount</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" method="post" id="CDMasterForm" action=""
enctype="multipart/form-data">
<input type="hidden" value="<?= csrf_hash() ?>" name="<?= csrf_token() ?>" />
<input type="hidden" name="PrimaryKey" id="CD_Master_ID" />
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="emp_code">Client<span class="text-danger">*</span></label>
<select class="form-control" id="client_id" name="client_id" required>
<option value="">Select Client</option>
<?php foreach($clients as $value) { ?>
<option value="<?= $value['id'] ?>"><?= $value['client_name'] ?></option>
<?php } ?>
</select>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="profile">Insurer<span class="text-danger">*</span></label>
<select class="form-control" id="insurer_id" name="insurer_id" required>
<option value="">Select Insurer</option>
<?php foreach($insurers as $value) { ?>
<option value="<?= $value['id'] ?>"><?= $value['name'] ?></option>
<?php } ?>
</select>
</div>
</div>
<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" 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>
<!-- <button type="button" class="btn btn-secondry waves-effect waves-light mr-1" data-dismiss="modal" aria-hidden="true">Close</button> -->
</div>
</form>
</div>
</div>
</div>
</div>
</div><!-- /.modal -->
<script>
document.addEventListener("DOMContentLoaded", function () {
const table = document.getElementById("tickets-table");
// Create custom dropdown
function createCustomDropdown(row) {
const originalDropdown = row.querySelector('.dropdown-menu');
if (!originalDropdown) return null;
document.addEventListener("DOMContentLoaded", function () {
const table = document.getElementById("scroll-horizontal-datatable");
const customDropdown = document.createElement('div');
customDropdown.className = 'custom-dropdown-menu';
customDropdown.innerHTML = originalDropdown.innerHTML;
// Create custom dropdown
function createCustomDropdown(row) {
const originalDropdown = row.querySelector('.dropdown-menu');
if (!originalDropdown) return null;
return customDropdown;
}
const customDropdown = document.createElement('div');
customDropdown.className = 'custom-dropdown-menu';
customDropdown.innerHTML = originalDropdown.innerHTML;
let activeDropdown = null;
return customDropdown;
}
// Add click event listener to rows
table.querySelectorAll("tbody tr").forEach(row => {
const customDropdown = createCustomDropdown(row);
if (!customDropdown) return;
let activeDropdown = null;
row.customDropdown = customDropdown;
document.body.appendChild(customDropdown);
// Add click event listener to rows
table.querySelectorAll("tbody tr").forEach(row => {
const customDropdown = createCustomDropdown(row);
if (!customDropdown) return;
row.addEventListener("click", function(event) {
// Ignore clicks on the last column (action column)
if (event.target.closest('td') === row.lastElementChild) {
return;
}
row.customDropdown = customDropdown;
document.body.appendChild(customDropdown);
// Hide any active dropdown
if (activeDropdown && activeDropdown !== customDropdown) {
activeDropdown.style.display = 'none';
}
// Toggle the dropdown display
const isActive = customDropdown.style.display === 'block';
customDropdown.style.display = isActive ? 'none' : 'block';
// Set the position of the dropdown
const rect = event.target.closest('td').getBoundingClientRect();
customDropdown.style.position = 'absolute';
customDropdown.style.left = `${rect.left}px`;
customDropdown.style.top = `${rect.bottom + 5}px`;
// Set as active dropdown
activeDropdown = isActive ? null : customDropdown;
event.stopPropagation();
});
// Preserve click handlers for modal actions
customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
item.addEventListener('click', function(e) {
const isModalAction = this.hasAttribute('data-toggle') && this.getAttribute('data-toggle') === 'modal';
if (isModalAction) {
return; // Allow modal to function normally
row.addEventListener("click", function(event) {
// Ignore clicks on the last column (action column)
if (event.target.closest('td') === row.lastElementChild) {
return;
}
// Close the dropdown if it's not related to modal
if (activeDropdown) {
// Hide any active dropdown
if (activeDropdown && activeDropdown !== customDropdown) {
activeDropdown.style.display = 'none';
activeDropdown = null;
}
const onclickAttr = this.getAttribute('onclick');
if (onclickAttr) {
eval(onclickAttr);
}
// Toggle the dropdown display
const isActive = customDropdown.style.display === 'block';
customDropdown.style.display = isActive ? 'none' : 'block';
const href = this.getAttribute('href');
if (href && href !== '#') {
window.location.href = href;
}
// Set the position of the dropdown
const rect = event.target.closest('td').getBoundingClientRect();
customDropdown.style.position = 'absolute';
customDropdown.style.left = `${rect.left}px`;
customDropdown.style.top = `${rect.bottom + 5}px`;
e.stopPropagation();
// Set as active dropdown
activeDropdown = isActive ? null : customDropdown;
event.stopPropagation();
});
// Preserve click handlers for modal actions
customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
item.addEventListener('click', function(e) {
const isModalAction = this.hasAttribute('data-toggle') && this.getAttribute('data-toggle') === 'modal';
if (isModalAction) {
return; // Allow modal to function normally
}
// Close the dropdown if it's not related to modal
if (activeDropdown) {
activeDropdown.style.display = 'none';
activeDropdown = null;
}
const onclickAttr = this.getAttribute('onclick');
if (onclickAttr) {
eval(onclickAttr);
}
const href = this.getAttribute('href');
if (href && href !== '#') {
window.location.href = href;
}
e.stopPropagation();
});
});
});
});
// Close dropdown when clicking outside
document.addEventListener("click", function() {
if (activeDropdown) {
activeDropdown.style.display = 'none';
activeDropdown = null;
}
// Close dropdown when clicking outside
document.addEventListener("click", function() {
if (activeDropdown) {
activeDropdown.style.display = 'none';
activeDropdown = null;
}
});
});
});
</script>
<script>
$(document).ready(function() {
$('#tickets-table').DataTable({
dom: "<'row'<'col-sm-0'f><'col-sm-9 text-right'B>>" +
$('#scroll-horizontal-datatable').DataTable({
scrollX: true,
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" +
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>",
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'CD-Master-List',
className: 'my_class',
exportOptions: {
columns: ':not(:last-child)'
},
}],
buttons: [
{
extend: 'csv',
text: 'CSV',
title: 'CD-Master-List',
className: 'my_class',
exportOptions: {
columns: ':not(:last-child)'
},
},
{
text: 'Add',
className: 'buttons-html5 addbtnStyle',
action: function (e, dt, node, config) {
showCdMasterAddModal();
}
}
],
language: {
search: "_INPUT_",
searchPlaceholder: "Search..."
@ -314,45 +255,6 @@ document.addEventListener("DOMContentLoaded", function () {
<?php if (session()->has('success')) : ?>
toastr.success('<?= session()->getFlashdata('success') ?>', 'success');
<?php endif; ?>
var endDatePicker = flatpickr("#opening_date", {
dateFormat: "d-m-Y",
// defaultDate: endDate,
allowInput: false
});
$('#client_id').select2();
$('#insurer_id').select2();
})
$('#btnAdd').click(function(){
$('#client_id').val('');
$('#insurer_id').val('');
$('#opening_date').val('');
$('#cd_ac_no').val('');
$('#opening_bal').val('');
$('#CDMasterForm').attr('action', '<?php echo base_url('master/cash_deposite/create');?>');
$('#title').html('Add Opening Amount');
$('#btnSubmit').html('Submit');
})
$('.close').click(function(){
$('#CD_Master_ID').val('');
$('#client_id').val('').change();
$('#insurer_id').val('').change();
$('#opening_date').val('');
$('#cd_ac_no').val('');
$('#opening_bal').val('');
$('#CDMasterForm')[0].reset();
$('#CDMasterForm').parsley().reset();
$('#client_id').prop("disabled", false);
$('#insurer_id').prop("disabled", false);
$('#cd_ac_no').prop("disabled", false);
$('#opening_bal').prop("disabled", false)
})
$('body').on('click', '.btnEdit', function () {
@ -371,10 +273,12 @@ document.addEventListener("DOMContentLoaded", function () {
$('#updateModal').modal('show');
$('#CDMasterForm').attr('action', '<?php echo base_url('master/cash_deposite/edit');?>');
$('#CD_Master_ID').val(res.data.id);
$('#client_id').val(res.data.client_id).change();
$('#client_id').prop("disabled", true);
$('#insurer_id').val(res.data.insurer_id).change();
$('#insurer_id').prop("disabled", true);
$('#cd_client_id').val(res.data.client_id).change();
$('#cd_client_id').prop("disabled", true);
$('#insurer_id_for_cd').val(res.data.insurer_id).change();
$('#insurer_id_for_cd').prop("disabled", true);
$('#insurer_branch_id').val(res.data.insurer_id).change();
$('#insurer_branch_id').prop("disabled", true);
$('#opening_date').val(res.data.opening_date);
$('#cd_ac_no').val(res.data.cd_ac_no);
//$('#cd_ac_no').prop("disabled", true);
@ -394,37 +298,6 @@ document.addEventListener("DOMContentLoaded", function () {
});
});
$('#cd_ac_no').keyup(function(){
console.log('key chnage detected');
var cd_ac_no = $(this).val();
console.log(cd_ac_no +'-'+cd_ac_no.length);
cd_ac_no = cd_ac_no.trim();
console.log(cd_ac_no +'-'+cd_ac_no.length);
$.ajax({
url: '<?php echo base_url('util/check_cd_ac_no/');?>'+cd_ac_no,
type: "GET",
dataType: 'json',
success: function (res) {
console.log(res)
if(res.status == true){
toastr.warning(res.message, 'warning');
// $('#cd_ac_no').val('');
$('#btnSubmit').prop('disabled',true);
return;
}
$('#btnSubmit').prop('disabled',false);
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
})
function removeCDMaster(element) {
Swal.fire({
@ -470,10 +343,4 @@ document.addEventListener("DOMContentLoaded", function () {
}
function onlyNumbers(event) {
var charcode;
charcode = event.which || event.keyCode;
if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
return false;
}
</script>

2
app/Views/client_deposit_list.php
View File

@ -21,6 +21,7 @@
<thead class="bg-light">
<tr>
<th class="font-weight-medium">Insurer Name</th>
<th class="font-weight-medium">Insurer Branch Name</th>
<th class="font-weight-medium">CD Account Number</th>
<th class="font-weight-medium">Current Balance</th>
<th class="font-weight-medium">Action</th>
@ -33,6 +34,7 @@
<?php foreach ($clientData as $value): ?>
<td><?php echo $value->insurer_name;?></td>
<td><?php echo $value->insurer_branch_name;?></td>
<td><?php echo $value->cd_master_account_no;?></td>
<td>₹

7
app/Views/client_onboarding.php
View File

@ -32,6 +32,13 @@ body {
margin: 0 5px 10px!important;
}
.readonly-select {
pointer-events: none;
/* background-color: #f0f0f0; */
background-color: #e0e0e0;
color: #666;
}
</style>
<style>

92
app/Views/client_policy.php
View File

@ -56,7 +56,6 @@
</select>
</div>
<div class="form-group col-md-4">
<label for="policy_type"> Policy Type<span class="text-danger">*</span></label>
<select class="form-control" id="policy_type" name="policy_type_id" required>
@ -80,10 +79,10 @@
<div class="form-group col-md-4">
<label for="insurer">Insurer<span class="text-danger">*</span></label>
<select class="form-control" id="insurer" name="insurer" required>
<select class="form-control" id="insurer" name="insurer" onchange="setInsuerAndBranchValue(this)" required>
<option value="">Select Insurer</option>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
<option data-id="<?= $value['insurer_id']?>" value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?></option>
<?php } ?>
</select>
@ -206,6 +205,7 @@
<?php include('policy_gmc_terms.php'); ?>
<?php include('policy_gpa_terms.php'); ?>
<?php include('other_policy_terms.php'); ?>
<?php include('cd_master_add_modal.php'); ?>
<!-- Center modal content -->
<div class="modal fade" id="lead_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" aria-hidden="false">
@ -690,36 +690,43 @@
$('#insurer').change(function() {
var id = $(this).val();
var insurer_id = $(this).find('option:selected').data('id');
console.log('insurer_id', insurer_id)
console.log('insurer and branch ids', id)
var client_id = $('#client_id_policy').val()
var parts = id.split('-');
var firstPart = parts[0];
var secondPart = parts[1];
console.log('firstPart', firstPart);
console.log('secondPart', secondPart);
var url = "<?= base_url("util/police-by-insurer/") ?>" + secondPart;
var url_for_cd = "<?= base_url("util/get_cd_ac/") ?>" + client_id + '/' + secondPart;
var url_for_cd = "<?= base_url("util/get_cd_ac/") ?>" + client_id + '/' + secondPart + '/' + firstPart;
var selectedOption = $('#base_policy').find(':selected');
var base_policy_data_id = selectedOption.data('id');
if(secondPart && firstPart){
$.get(url_for_cd, function(response){
$.get(url_for_cd, function(response){
// console.log(response)
// console.log(response.data)
if(response.status == false && response.insurer_id != 'undefined'){
toastr.warning('The CD Account Number not found.', 'Warning');
return;
}
appendCDACNO(response.data)
}).fail(function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
});
// console.log(response)
// console.log(response.data)
if(response.status == false && response.insurer_id != 'undefined'){
toastr.warning('The CD Account Number not found.', 'Warning');
return;
}
appendCDACNO(response.data)
}).fail(function(xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
});
}
});
});
$(document).ready(function() {
@ -1204,7 +1211,6 @@
return word.trim();
}
function convertCommaNumberToWords(input) {
let number;
@ -1683,19 +1689,28 @@
text: 'Select CD Account Number'
}));
$('#cd_ac_no').append($('<option>', {
value: 'add_cd',
text: '+ Add New CD'
}));
$.each(data, function(index, item) {
const option = $('<option>', {
value: item.id,
text: item.cd_ac_no
});
if (select === item.id) {
if (select == item.id) {
//console.log('selected');
option.attr('selected', true);
}
$('#cd_ac_no').append(option);
});
if (select) {
$('#cd_ac_no').val(select).trigger('change');
}
}
// append Base Policy to the dropdown for edit only
@ -2095,4 +2110,33 @@
});
}
$('#cd_ac_no').change(function(){
let cd_ac_no = $(this).val();
if(cd_ac_no == "add_cd"){
showCdMasterAddModal();
$(this).val("");
}
})
function setInsuerAndBranchValue(input){
var id = $(input).val();
console.log('id', id);
var parts = id.split('-');
console.log('parts', parts);
var firstPart = parts[0];
console.log('firstPart', firstPart);
var secondPart = parts[1];
console.log('secondPart', secondPart);
$('#insurer_branch_id').val(firstPart).trigger('change');
$('#insurer_id_for_cd').val(secondPart).trigger('change');
}
</script>

4
app/Views/policy_transaction_inception_form.php
View File

@ -2983,16 +2983,18 @@ function getCDAccountNumber(input)
let client_id = $('#client_id').val();
let client_type = $('#client_type').val();
let insurer_id = $(input).find('option:selected').attr('data-id');
let insurer_branch_id = $(input).find('option:selected').attr('data-bid');
console.log('insurer', insurer);
console.log('follow_insurer_id client_id', client_id);
console.log('follow_insurer_id insurer_id', insurer_id);
console.log('follow_insurer_id insurer_branch_id', insurer_branch_id);
console.log('follow_insurer_id unique_id', unique_id);
if(client_id && insurer_id){
if(client_type == 1){
$.ajax({
url: '<?= base_url("/util/getCDAccNoByClientAndInsurer/") ?>' + client_id + '/' + insurer_id,
url: '<?= base_url("/util/getCDAccNoByClientAndInsurer/") ?>' + client_id + '/' + insurer_id + '/' + insurer_branch_id,
type: "GET",
dataType: 'json',
success: function(res) {

2
app/Views/view_rfq.php
View File

@ -3970,7 +3970,7 @@ function ajaxRequest(formData) {
console.log(res);
if (res.status == 'success' && res.code == 200) {
toastr.success('Mail send Successfully', 'SUCCESS')
toastr.success('Mail sent Successfully', 'SUCCESS')
if(res.is_placement == true){
clearInterval(intervalId);
console.log('******** Intervel Cleared ********')