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CHANGE_RFQ_CR : RV

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This commit is contained in:
VENKATESHWARAN 2025-05-08 10:02:49 +05:30
parent 4a0d9657d9
commit df5dce214e
7 changed files with 768 additions and 393 deletions
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1
app/Config/Routes.php
View File

@ -357,6 +357,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
$routes->get('getLeadNonEB/(:any)', 'LeadsController::getLeadNonEB/$1');
$routes->get('getPolicyTypeFields', 'LeadsController::getPolicyTypeFields');
$routes->get('removeMultiFile', 'LeadsController::removeMultiFile');
$routes->get('removeInstallments', 'LeadsController::removeInstallments');
});
$routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {

263
app/Controllers/LeadsController.php
View File

@ -30,6 +30,7 @@ use App\Models\RFQModel;
use App\Models\InsurerModel;
use App\Models\OccupancyMasterModel;
use App\Models\LeadFilesModel;
use App\Models\LeadInstallmentPaymentDetails;
use App\Helpers\MailHelper;
use App\Helpers\ExcelMergeHelper;
@ -65,6 +66,7 @@ class LeadsController extends BaseController
protected $insurerModel;
protected $occupancyModel;
protected $leadFilesModel;
protected $leadInstallmentPaymentDetails;
//variables for storing array
protected $issuer;
@ -96,20 +98,26 @@ class LeadsController extends BaseController
$this->insurerModel = new InsurerModel();
$this->occupancyModel = new OccupancyMasterModel();
$this->leadFilesModel = new LeadFilesModel();
$this->leadInstallmentPaymentDetails = new LeadInstallmentPaymentDetails();
$this->issuer = [1 => 'JIBS', 2 => 'Nhance'];
$this->clientType = [1 => 'Group', 2 => 'Individual'];
$this->leadType = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
$this->buisnessType = [1 => 'Industrial', 2 => 'Non Industrial'];
$this->leadsStatus = [
'queued' => 'In-Queued',
'qcr_sent' => 'QCR sent',
'lost' => 'Lost',
'co_insurer_pending' => 'Co-Insurer Pending',
'won' => 'Won',
'completed_with_corrections' => 'Completed with Corrections',
'completed_without_corrections' => 'Completed w/o Corrections',
'queued' => 'In-Queued',
'rfq_created' => 'RFQ Created',
'rfq_sent' => 'RFQ Sent',
'qcr_created' => 'QCR Created',
'qcr_sent' => 'QCR Sent',
'lost' => 'Lost',
'co_insurer_pending' => 'Co-Insurer Pending',
'won' => 'Won',
'completed_with_corrections' => 'Completed with Corrections',
'completed_without_corrections' => 'Completed without Corrections',
];
$this->claim_type_for_gpa = [
'accident_death' => 'Accident Death',
'permanent_total_disablement' => 'Permanent Total Disablement',
@ -592,12 +600,14 @@ class LeadsController extends BaseController
$this->leadFilesModel->where('id', $value['id'])->set($lead_file_data)->update();
} else {
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
'file_name' => $value['file_name'],
];
$this->leadFilesModel->insert($lead_file_data);
if (!empty($value['file_name'])) {
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
'file_name' => $value['file_name'],
];
$this->leadFilesModel->insert($lead_file_data);
}
}
if ($key == 0 && !empty($value['file_name'])) {
@ -619,6 +629,8 @@ class LeadsController extends BaseController
return $this->respond(['status' => false, 'message' => 'File could not be removed.'], 200);
}
}
//--------RFQ-----------------------------------------------------------------------------------------------
@ -676,7 +688,7 @@ class LeadsController extends BaseController
$data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
$data['lead_data'] = $lead_data;
$mail_content = "
$mail_content = '
<p>Dear Sir,</p>
<p>Greetings From Nhance India!</p>
<p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
@ -687,13 +699,11 @@ class LeadsController extends BaseController
<div style=\"margin: 0; padding: 0; line-height: 1.2;\">
<div>{{LOGGED_USER_NAME}}</div>
<div>Email: {{LOGGED_USER_EMAIL}}</div>
<div>Mobile: {{LOGGED_USER_MOBILE}}</div>
</div>
";
<img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
';
if ($data['lead_data']['policy_end_date'] != null) {
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
@ -705,6 +715,8 @@ class LeadsController extends BaseController
$data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
$data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null;
$data['attachment_html'] = view('rfq/attachment_files', $data) ?? "";
$data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id'];
// dd($data);
@ -776,10 +788,13 @@ class LeadsController extends BaseController
return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
}
$rfq_created = $this->RFQModel->where('lead_id', $lead_id)->where('is_active', 1)->countAllResults();
$qcr_created = false;
$inputJson = json_decode($data['json'], true);
if (isset($inputJson['premium_data']) && !empty($inputJson['premium_data'])) {
$sortedJson = $this->reorderProposalsByInsurerTotal($inputJson);
$data['json'] = json_encode($sortedJson);
$qcr_created = true;
}
@ -821,6 +836,19 @@ class LeadsController extends BaseController
}
if ($insertId) {
if(empty($rfq_created)){
$this->leadsModel->update($lead_id, ['status' => "rfq_created"]);
}
if($qcr_created == true){
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['qcr_sent', 'lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "qcr_created"])
->update();
}
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR saved successfully' : 'RFQ saved successfully';
return $this->respond([
'status' => true,
@ -1063,6 +1091,17 @@ class LeadsController extends BaseController
return $result;
}
public function removeInstallments()
{
$id = $this->request->getGet('id');
// print_r($id); die;
if (!empty($id)) {
$this->leadInstallmentPaymentDetails->whereIn('id', $id)->set(['is_active' => 0])->update();
return $this->respond(['status' => true, 'message' => 'Removed successfully'], 200);
} else {
return $this->respond(['status' => false, 'message' => 'Could not be removed.'], 200);
}
}
//-----RFQ and QCR EXPORT------------------------------------------------------------------------------------------------
@ -1139,36 +1178,32 @@ class LeadsController extends BaseController
if ($rfq_data['policy_type_id'] == 2) {
$lead_data = [
'policy_end_date' => $rfq_data['policy_end_date'],
'Insured' => $rfq_data['client_name'],
'Policy Status' => $rfq_data['status'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'No of Employees' => $rfq_data['incept_emp_count'],
'No of Dependents' => $rfq_data['incept_dept_count'],
'Total Lives' => $rfq_data['incept_no_of_lives'],
'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Policy Run Days' => $rfq_data['policy_run_days'],
];
} else if ($rfq_data['policy_type_id'] == 1) {
$lead_data = [
'policy_end_date' => $rfq_data['policy_end_date'],
'Insured' => $rfq_data['client_name'],
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Policy Status' => $rfq_data['status'],
'Existing Insurer' => $rfq_data['insurer_name'],
'TPA ' => $rfq_data['tpa_name'],
'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
];
}
} else {
if ($rfq_data['policy_type_id'] == 2) {
$lead_data = [
'policy_end_date' => $rfq_data['policy_end_date'],
'Insured' => $rfq_data['client_name'],
'Policy Status' => $rfq_data['status'],
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'No of Employees at Inception' => $rfq_data['incept_emp_count'],
'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
@ -1182,7 +1217,7 @@ class LeadsController extends BaseController
'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Policy Run Days' => $rfq_data['policy_run_days'],
'Inception Premium' => $rfq_data['premium_at_inception'],
'Premium as on (Date - DD MM YYYY should be entered based on the claims dump report)' => $rfq_data['premium_date'],
@ -1194,12 +1229,11 @@ class LeadsController extends BaseController
];
} else if ($rfq_data['policy_type_id'] == 1) {
$lead_data = [
'policy_end_date' => $rfq_data['policy_end_date'],
'Insured' => $rfq_data['client_name'],
'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
'Policy Status' => $rfq_data['status'],
'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
'Existing Insurer' => $rfq_data['insurer_name'],
'TPA ' => $rfq_data['tpa_name'],
];
@ -1209,13 +1243,16 @@ class LeadsController extends BaseController
$data = json_decode($rfq_data['json'], true);
// dd($data);
$sheetName = 'Worksheet';
if ($type == 2) {
$sheetName = 'QCR';
$data = $this->convertJsonForQCR($data, $type);
if ($propsal_and_insurer !== null) {
list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
$data = $this->transformProposelData($data, $proposal_key, $insurer_key);
}
} else if ($type == 1) {
$sheetName = 'RFQ';
$data = $this->convertJsonForQCR($data, $type);
// dd($data);
}
@ -1223,6 +1260,7 @@ class LeadsController extends BaseController
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
$sheet->setTitle($sheetName);
// Start with lead_data at the top
@ -1242,22 +1280,6 @@ class LeadsController extends BaseController
],
]);
// Set column width to fit the image properly
$sheet->getColumnDimension('C')->setWidth(20); // Adjust as needed
$sheet->getRowDimension($rowNumber)->setRowHeight(40); // Adjust as needed
$drawing = new Drawing();
$path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
$drawing->setPath($path);
$drawing->setCoordinates("C{$rowNumber}"); // Set position in column B
$drawing->setHeight(35); // Adjust image height
// Center align the image in the cell
$drawing->setOffsetX(30); // Adjust horizontal offset
$drawing->setOffsetY(5); // Adjust vertical offset
$drawing->setWorksheet($sheet);
// Apply center alignment to the cell
$sheet->getStyle("C{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("C{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
@ -1304,11 +1326,10 @@ class LeadsController extends BaseController
$rowNumber++;
}
// Set column width based on max content length (adjusted for padding)
// // Set column width based on max content length (adjusted for padding)
$sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
$sheet->getColumnDimension('B')->setWidth($maxWidthA * 5);
$sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.2);
// $sheet->getColumnDimension('D')->setWidth($maxWidthB * 1.2);
$sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.6);
// $rowNumber += 2;
@ -1350,9 +1371,13 @@ class LeadsController extends BaseController
]);
$sheet->mergeCells($mergeRange);
$rowNumber_for_remove_quote_asked = $rowNumber;
$rowNumber = $rowNumber + 1;
$subHeaderRow = $rowNumber + 1;
if($type == 2){
$subHeaderRow = $rowNumber + 1;
}else{
$subHeaderRow = $rowNumber_for_remove_quote_asked;
}
$columnLetter = 'A';
foreach ($headers as $header) {
@ -1393,9 +1418,12 @@ class LeadsController extends BaseController
// Add subheaders
foreach ($header['subHeaders'] as $subHeader) {
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C" && $columnLetter != "D") {
if($type == 2){
$sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
}
if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C") {
$sheet->getColumnDimension($columnLetter)->setWidth(35);
} else {
$sheet->getColumnDimension('A')->setWidth(10);
@ -1514,6 +1542,51 @@ class LeadsController extends BaseController
]);
}
//set imgage and align the row and column
// Kint::dump($columnLetter);
if($type == 2){
$columnLetter_img = $this->getPreviousColumn($columnLetter, 2);
}else{
$columnLetter_img = $this->getPreviousColumn($columnLetter);
}
// dd($columnLetter_img);
$company_name = $this->getPreviousColumn($columnLetter_img);
$mergeRange1 = "A1:{$company_name}1";
$sheet->mergeCells($mergeRange1);
$rowCount = count($lead_data);
for ($i = 2; $i <= $rowCount + 1; $i++) {
$mergeRange1 = "C{$i}:{$columnLetter_img}{$i}";
$sheet->mergeCells($mergeRange1);
$sheet->getStyle($mergeRange1)->applyFromArray([
'borders' => [
'allBorders' => [
'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
'color' => ['argb' => 'FF000000'], // Black color
],
],
]);
}
$sheet->getColumnDimension($columnLetter_img)->setWidth(40);
$sheet->getRowDimension(1)->setRowHeight(40); // Adjust as needed
$drawing = new Drawing();
$path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
$drawing->setPath($path);
$drawing->setCoordinates("{$columnLetter_img}1"); // Set position in column B
$drawing->setHeight(35); // Adjust image height
// Center align the image in the cell
$drawing->setOffsetX(110); // Adjust horizontal offset
$drawing->setOffsetY(10); // Adjust vertical offset
$drawing->setWorksheet($sheet);
//end
// Auto-size columns
// foreach ($sheet->getColumnIterator() as $column) {
// $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
@ -1551,7 +1624,7 @@ class LeadsController extends BaseController
}
$lastRow = count($lead_data) + 1;
$leadRange = "A1:C{$lastRow}";
$leadRange = "A1:{$columnLetter_img}{$lastRow}";
$sheet->getStyle($leadRange)->applyFromArray([
'borders' => [
@ -1571,12 +1644,12 @@ class LeadsController extends BaseController
$policy_year = "$current_year-$next_year";
if (!empty($rfq_data['policy_end_date'])) {
$policy_expiry = strtotime($lead_data['policy_end_date']);
$policy_expiry = strtotime($rfq_data['policy_end_date']);
$formatted_policy = date("d-m-Y", $policy_expiry);
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '(Due On ' . $formatted_policy . ')' . '.xlsx';
} else {
$filename = "{$rfq_data['client_name']}_{$rfq_data['policy_type']}_{$string}_" . $policy_year . '_' . '.xlsx';
}
@ -2081,11 +2154,12 @@ class LeadsController extends BaseController
$bcc_mails = [];
//get CC Mails
if ($recipient_type == 'internal' || $recipient_type == 'placement' || $recipient_type == 'insurer' || $recipient_type == 'client') {
if ($recipient_type == 'internal' || $recipient_type == 'insurer' || $recipient_type == 'client') {
$cc_data = isset($params['cc']) ? $params['cc'] : "";
$param_cc_mail = json_decode($cc_data, true);
if (isset($param_cc_mail) && is_array($param_cc_mail) && count($param_cc_mail) > 0) {
// Fetch user data where ID is in the param_cc_mail array
$userData = $this->userModel
@ -2109,6 +2183,8 @@ class LeadsController extends BaseController
// Handle case where param_cc_mail is not valid
// return $this->respond(['status' => 'failed','code' => 400,'data' => '','message' => 'CC mail not found!'], 200);
}
}else if($recipient_type == 'placement'){
$cc_mails = isset($params['cc']) ? json_decode($params['cc'], true) : "";
}
//get BCC Mails
@ -2176,6 +2252,7 @@ class LeadsController extends BaseController
$result = $file_info['filePath'];
// return $this->respond(['status' => 'fail', 'code' => 200, 'messgae' => 'File Not Found'], 200);
}
// print_rr($result); die;
// print_rr($file_info);
// $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
@ -2194,15 +2271,11 @@ class LeadsController extends BaseController
//get recipient address
if ($recipient_type == 'insurer' || $recipient_type == 'placement') {
// print_r($recipient_mail); die;
$recipient_data = $this->levelContactModel
->where(['contact_type' => 'insurer', 'is_active' => 1])
->whereIn('id', $recipient_mail)
->findAll();
// print_r($recipient_data); die;
} else if ($recipient_type == 'client') {
$mailIDS = explode(',', $params['contact_mail']);
@ -2266,14 +2339,50 @@ class LeadsController extends BaseController
'status' => 'won',
'placement_date' => change_date_format($params['placement_date'], 'd/m/Y', 'Y-m-d'),
'payment_date' => change_date_format($params['payment_date'], 'd/m/Y', 'Y-m-d'),
'utr_no' => $params['utr_no'],
'is_cd' => $params['is_cd'],
'premium_amount' => $params['premium_amount'],
'total_amount' => $params['total_amount'],
'cd_amount' => $params['cd_amount'],
'utr_no' => $params['utr_no'] ?? null,
'is_cd' => $params['is_cd'] ?? null ,
'premium_amount' => $params['premium_amount'] ?? null,
'total_amount' => $params['total_amount'] ?? null,
'cd_amount' => $params['cd_amount'] ?? null,
'no_of_installment' => $params['no_of_installment'] ?? null,
'is_installment' => $params['is_installment'] ?? null,
];
$this->leadsModel->where('id', $lead_id)->set($data)->update();
if(isset($params['installments']) && !empty($params['installments'])){
$installment_data = json_decode($params['installments'], true);
if(!empty($installment_data)){
foreach ($installment_data as $key => $value) {
$value['payment_date'] = date('Y/m/d', strtotime($value['payment_date'])) ?? null;
if(isset($value['id']) && !empty($value['id'])){
$this->leadInstallmentPaymentDetails->where('id', $value['id'])->set($value)->update();
}else{
$this->leadInstallmentPaymentDetails->insert($value);
}
}
}
}
}
if ($recipient_type == 'client') {
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "qcr_sent"])
->update();
}
if ($recipient_type == 'insurer') {
$this->leadsModel
->where('id', $lead_id)
->whereNotIn('status', ['qcr_created', 'qcr_sent', 'lost', 'co_insurer_pending', 'won', 'completed_with_corrections', 'completed_without_corrections'])
->set(['status' => "rfq_sent"])
->update();
}
//delete attachment file
@ -2913,6 +3022,10 @@ class LeadsController extends BaseController
$current_year = date('Y');
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
$page_name = $page_name == "QCR" ? "Quote Comparison Report" : $page_name;
$log_path = base_url() . '/public/assets/images/Nhance-Logo-Final.png';
// $log_path ='https://venbait.in/nhance/dev/public/assets/images/Nhance-Logo-Final.png';
// dd($log_path);
$policy_expiry = strtotime($lead_data['policy_end_date']);
@ -2935,6 +3048,7 @@ class LeadsController extends BaseController
$message = str_replace("{{LOGGED_USER_NAME}}", ucfirst($logged_user_data['first_name']) . " " . ucfirst($logged_user_data['last_name']), $message);
$message = str_replace("{{LOGGED_USER_EMAIL}}", $logged_user_data['email'], $message);
$message = str_replace("{{LOGGED_USER_MOBILE}}", $logged_user_data['mobile'], $message);
$message = str_replace("{{LOGO_PATH}}", $log_path, $message);
return $message;
} else {
@ -3898,10 +4012,15 @@ class LeadsController extends BaseController
$lead_file = $this->leadFilesModel->where('lead_id', $lead_id)->where('id', $id)->where('is_active', 1)->first();
if ($lead_file) {
$attachments[] = [
'fileName' => $lead_file['file_name'],
'filePath' => $lead_file_path . $lead_file['file_name']
];
$fullPath = $lead_file_path . $lead_file['file_name'];
if (file_exists($fullPath) && !empty($fileName)) {
$attachments[] = [
'fileName' => $lead_file['file_name'],
'filePath' => $fullPath
];
}
}
}
}

54
app/Models/LeadInstallmentPaymentDetails.php Normal file
View File

@ -0,0 +1,54 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class LeadInstallmentPaymentDetails extends Model
{
protected $table = 'lead_installment_payment_details';
protected $primaryKey = 'id';
protected $allowedFields = [
'lead_id',
'installment_amount',
'payment_date',
'utr_no',
'created_by',
'updated_by',
'is_active'
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
return $data;
}
}

5
app/Models/LeadsModel.php
View File

@ -92,7 +92,10 @@ class LeadsModel extends Model
'source_policy_end_date',
'payment_date',
'is_cd'
'is_cd',
'is_installment',
'no_of_installment',
];

322
app/Views/leads_dash.php
View File

@ -1,131 +1,131 @@
<style>
body {
margin-top: 20px;
background: #FAFAFA;
}
body{
margin-top:20px;
background:#FAFAFA;
}
.order-card {
color: #fff;
}
.order-card {
color: #fff;
}
.bg-c-blue {
background: linear-gradient(45deg,#4099ff,#73b4ff);
}
.bg-c-blue {
background: linear-gradient(45deg, #4099ff, #73b4ff);
}
.bg-c-green {
background: linear-gradient(45deg,#2ed8b6,#59e0c5);
}
.bg-c-green {
background: linear-gradient(45deg, #2ed8b6, #59e0c5);
}
.bg-c-yellow {
background: linear-gradient(45deg,#FFB64D,#ffcb80);
}
.bg-c-yellow {
background: linear-gradient(45deg, #FFB64D, #ffcb80);
}
.bg-c-pink {
background: linear-gradient(45deg,#FF5370,#ff869a);
}
.bg-c-pink {
background: linear-gradient(45deg, #FF5370, #ff869a);
}
.bg-c-red {
background: linear-gradient(45deg,#FF4E50,#F9D423);
}
.bg-c-red {
background: linear-gradient(45deg, #FF4E50, #F9D423);
}
.bg-c-purple {
background: linear-gradient(45deg,#9D50BB,#6E48AA);
}
.bg-c-purple {
background: linear-gradient(45deg, #9D50BB, #6E48AA);
}
.bg-c-orange {
background: linear-gradient(45deg,#F2994A,#F2C94C);
}
.bg-c-orange {
background: linear-gradient(45deg, #F2994A, #F2C94C);
}
.bg-c-teal {
background: linear-gradient(45deg,#1ABC9C,#16A085);
}
.bg-c-teal {
background: linear-gradient(45deg, #1ABC9C, #16A085);
}
.bg-c-cyan {
background: linear-gradient(45deg,#00C9FF,#92FE9D);
}
.bg-c-cyan {
background: linear-gradient(45deg, #00C9FF, #92FE9D);
}
.bg-c-lime {
background: linear-gradient(45deg,#A8E063,#56AB2F);
}
.bg-c-lime {
background: linear-gradient(45deg, #A8E063, #56AB2F);
}
.bg-c-indigo {
background: linear-gradient(45deg,#3F51B5,#5A55AE);
}
.bg-c-indigo {
background: linear-gradient(45deg, #3F51B5, #5A55AE);
}
.bg-c-Pelorous {
background: linear-gradient(45deg, #00d6db, #00a8b5);
}
.bg-c-Pelorous {
background: linear-gradient(45deg, #00d6db, #00a8b5);
}
.bg-c-Pelorous2 {
background: linear-gradient(45deg, #02a8b5, #017f8b);
}
.bg-c-Pelorous2 {
background: linear-gradient(45deg, #02a8b5, #017f8b);
}
.bg-c-Pelorous3 {
background: linear-gradient(45deg, #098895, #046063);
}
.bg-c-Pelorous3 {
background: linear-gradient(45deg, #098895, #046063);
}
.bg-c-Grenadier {
background: linear-gradient(45deg, #ff9d37, #ff7a10);
}
.bg-c-Grenadier {
background: linear-gradient(45deg, #ff9d37, #ff7a10);
}
.bg-c-Grenadier2 {
background: linear-gradient(45deg, #ff8010, #ff4c00);
}
.bg-c-Grenadier2 {
background: linear-gradient(45deg, #ff8010, #ff4c00);
}
.bg-c-Grenadier3 {
background: linear-gradient(45deg, #f06306, #cc4b05);
}
.bg-c-Grenadier3 {
background: linear-gradient(45deg, #f06306, #cc4b05);
}
.bg-c-SilverChalice {
background: linear-gradient(45deg, #a3a8a8, #8f9494);
}
.bg-c-SilverChalice {
background: linear-gradient(45deg, #a3a8a8, #8f9494);
}
.bg-c-SilverChalice2 {
background: linear-gradient(45deg, #7e8484, #686e6e);
}
.bg-c-SilverChalice2 {
background: linear-gradient(45deg, #7e8484, #686e6e);
}
.bg-c-SilverChalice3 {
background: linear-gradient(45deg, #5c6363, #434949);
}
.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 {
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;
}
.card .card-block {
padding-top: 10px;
padding-bottom: 10px;
padding-left: 25px;
padding-right: 25px;
}
.order-card i {
font-size: 26px;
}
.order-card i {
font-size: 26px;
}
.f-left {
float: left;
}
.f-left {
float: left;
}
.f-right {
float: right;
}
.f-right {
float: right;
}
.m-b-1{
margin-top: 0;
margin-bottom: 5px;
}
.m-b-1 {
margin-top: 0;
margin-bottom: 5px;
}
</style>
<?php
$isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team()) ? 'show active' : '';
$isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, user_team()) ? 'show active' : '';
?>
<div class="tab-pane fade <?= $isActive ?>" id="leads-dash-tab">
<div class="row">
@ -133,7 +133,9 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
<div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1,1)">
<div class="card-block">
<h6 class="m-b-20 font-15">Leads</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($lead_data)? $lead_data['total'] : 0 ?></span></h2>
<h2 class="text-right"><i
class="mdi mdi-playlist-check f-left"></i><span><?= isset($lead_data) ? $lead_data['total'] : 0 ?></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>
@ -143,7 +145,9 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
<div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1,2)">
<div class="card-block">
<h6 class="m-b-20 font-15">BDS Renewals</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($bds_renewal) ? $bds_renewal['total'] : 0?></span></h2>
<h2 class="text-right"><i
class="mdi mdi-playlist-check f-left"></i><span><?= isset($bds_renewal) ? $bds_renewal['total'] : 0 ?></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>
@ -151,39 +155,42 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
</div>
</div>
<div class="row">
<div class="status_tile" style="padding-bottom: 10px;padding-left: 17px; ">
<a href="#" onclick="hide_and_show_tile(2)" ><i class="fas fa-arrow-left"></i> Back to Overview</a>
</div>
<div class="status_tile" style="padding-left: 30px;">
<a href="#" id="main_tile" >Current Tile : </a>
</div>
</div>
<div class="row">
<?php
<div class="status_tile" style="padding-bottom: 10px;padding-left: 17px; ">
<a href="#" onclick="hide_and_show_tile(2)"><i class="fas fa-arrow-left"></i> Back to Overview</a>
</div>
<div class="status_tile" style="padding-left: 30px;">
<a href="#" id="main_tile">Current Tile : </a>
</div>
</div>
<div class="row">
<?php
$colorSetCount = count($colorShades); // Number of color sets
$shadeCount = count($colorShades[0]); // Number of shades per set
$index = 0;
foreach ($lead_data as $key => $value) : ?>
<?php
if ($key == "total"|| $key == "won" || substr($key, -4) === "_ids") { continue; } // Skip the total key
<?php
if ($key == "total" || $key == "won" || substr($key, -4) === "_ids") {
continue;
} // Skip the total key
?>
<?php
// Initialize color set and shade indexes
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
// Initialize color set and shade indexes
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
// Get the background color for the current tile
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
// Get the background color for the current tile
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
?>
<?php
$formattedStatus = strlen($key) < 5 ? strtoupper($key): ucwords(str_replace('_', ' ', $key));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
$formattedStatus = strlen($key) < 5 ? strtoupper($key) : ucwords(str_replace('_', ' ', $key));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
?>
<div class="col-md-2 col-xl-1 leadStatusTitle_1" style="display: none;">
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForLeads('<?= esc(strtolower(str_replace(' ', '_', $key)), 'js') ?>','<?= $lead_data[$key . '_ids'] ?? '' ?>')">
<div class="card order-card" style="background: <?= $bgColor ?>;"
onclick="linkRedirectForLeads('<?= esc(strtolower(str_replace(' ', '_', $key)), 'js') ?>','<?= $lead_data[$key . '_ids'] ?? '' ?>')">
<h2 class="text-center"><span><?= $value ?></span></h2>
<h6 class="m-b-20 font-15 text-center"
<?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
@ -191,35 +198,45 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
</h6>
</div>
</div>
<?php endforeach ?>
</div>
<div class="row">
<?php
<?php
$colorSetCount = count($colorShades); // Number of color sets
$shadeCount = count($colorShades[0]); // Number of shades per set
$index = 0;
foreach ($bds_renewal as $key => $value) : ?>
<?php
if ($key == "total" || substr($key, -4) === "_ids"){ continue; } // Skip the total key
?>
<?php
// Initialize color set and shade indexes
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
$index = 0;
// Get the background color for the current tile
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
foreach ($bds_renewal as $key => $value) : ?>
<?php
if ($key == "total" || substr($key, -4) === "_ids") {
continue;
} // Skip the total key
?>
<?php
$formattedStatus = strlen($key) < 5 ? strtoupper($key): ucwords(str_replace('_', ' ', $key));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
// Initialize color set and shade indexes
$colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
$shadeIndex = $index % $shadeCount; // Cycle through shades within the set
// Get the background color for the current tile
$bgColor = $colorShades[$colorSetIndex][$shadeIndex];
?>
<?php
$formattedStatus = strlen($key) < 5 ? strtoupper($key) : ucwords(str_replace('_', ' ', $key));
$truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
$showTooltip = strlen($formattedStatus) > 20;
?>
<div class="col-md-2 col-xl-1 leadStatusTitle_2" style="display: none;">
<div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForPolicy('<?= isset($bds_renewal[$key . '_ids']) ? str_replace(' ', '_', $bds_renewal[$key . '_ids']) : '' ?>')">
<?php
$policyIds = isset($bds_renewal[$key . '_ids'])
? (is_array($bds_renewal[$key . '_ids'])
? implode('_', $bds_renewal[$key . '_ids'])
: str_replace(' ', '_', $bds_renewal[$key . '_ids']))
: '';
?>
<div class="card order-card" style="background: <?= $bgColor ?>;"
onclick="linkRedirectForPolicy('<?= $policyIds ?>')">
<h2 class="text-center"><span><?= $value ?></span></h2>
<h6 class="m-b-20 font-15 text-center"
<?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
@ -227,23 +244,23 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
</h6>
</div>
</div>
<?php endforeach ?>
</div>
</div>
<script>
$(document).ready(function() {
$('[data-toggle="tooltip"]').tooltip();
$(".status_tile").hide();
});
function hide_and_show_tile(type,leadType = null) {
function hide_and_show_tile(type, leadType = null) {
if (type == 1) {
$('.leadTypeTile').hide();
$('.status_tile').show();
} else {
$('.leadTypeTile').show();
@ -254,12 +271,12 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
}
if (type == 1 && leadType != null && leadType == 1){
if (type == 1 && leadType != null && leadType == 1) {
$('.leadStatusTitle_1').show();
$('#main_tile').text("Viewing Details For : Leads");
}
if (type == 1 && leadType != null && leadType == 2){
if (type == 1 && leadType != null && leadType == 2) {
$('.leadStatusTitle_2').show();
$("#main_tile").text("Viewing Details For : BDS Renewals");
@ -267,25 +284,25 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
}
function linkRedirectForPolicy(ids){
function linkRedirectForPolicy(ids) {
var url = "<?= base_url("policy_tranction/inception/list") ?>";
var data = {
ids : ids,
is_dashboard : 1
ids: ids,
is_dashboard: 1
}
redirectWithPost(url,data, "POST");
redirectWithPost(url, data, "POST");
}
function linkRedirectForLeads(status,ids){
function linkRedirectForLeads(status, ids) {
var url = "<?= base_url("leads/list") ?>";
var data = {
ids : ids,
is_dashboard : 1
ids: ids,
is_dashboard: 1
}
redirectWithPost(url,data, "POST");
redirectWithPost(url, data, "POST");
}
function redirectWithPost(url, data = {}, method = "GET") {
@ -308,5 +325,4 @@ $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_t
document.body.appendChild(form);
form.submit();
}
</script>

35
app/Views/rfq/installment_fields.php Normal file
View File

@ -0,0 +1,35 @@
<?php
// Example: Loop through $installments array if available
if (!empty($installments)) {
foreach ($installments as $index => $installment) {
?>
<div class="form-row align-items-end">
<input type="hidden" name="installment_primary_key[]" value="<?= isset($installment['id']) ? $installment['id'] : '' ?>">
<div class="form-group col-md-3">
<label for="installment_amount">Installment Amount</label>
<input type="text" class="form-control" name="installment_amount[]" placeholder="Enter Amount"
value="<?= isset($installment['installment_amount']) ? $installment['installment_amount'] : '' ?>">
</div>
<div class="form-group col-md-3">
<label for="payment_date">Payment Date</label>
<input type="text" class="form-control payment_date" name="payment_date[]" placeholder="DD/MM/YYYY"
value="<?= isset($installment['payment_date']) && $installment['payment_date'] != '0000-00-00' ? date('d/m/Y', strtotime($installment['payment_date'])) : '' ?>">
</div>
<div class="form-group col-md-3">
<label for="utr_no">UTR No.</label>
<input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No."
value="<?= isset($installment['utr_no']) ? $installment['utr_no'] : '' ?>">
</div>
<div class="form-group col-md-2">
<button type="button" class="btn btn-danger remove-installment">X</button>
</div>
</div>
<?php
}
}
?>

481
app/Views/view_rfq.php
View File

@ -491,25 +491,14 @@
<div class="form-row">
<div class="form-group col-md-3">
<label for="payment_date">Payment Date</label>
<input type="text" class="form-control" id="payment_date" name="payment_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['payment_date']) ? date('d/m/Y', strtotime($lead_data['payment_date'])) : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="utr_no">UTR No.</label>
<input type="text" class="form-control" id="utr_no" name="utr_no" placeholder="Enter UTR No." value="<?= isset($lead_data['utr_no']) ? $lead_data['utr_no'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="placement_date">Placement Date</label>
<input type="text" class="form-control" id="placement_date" name="placement_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['placement_date']) ? date('d/m/Y', strtotime($lead_data['placement_date'])) : "" ?>">
</div>
<div class="form-group col-md-3">
<label style = "padding-left: 15px;padding-top: 33px;" for="is_cd_switch">CD </label>
<input id="is_cd_switch" type="checkbox" name = "is_cd" value = "1" data-toggle="toggle" data-on="With CD" data-off="Without CD" data-onstyle="info" data-offstyle="dark" data-style="border" data-width="150" <?= isset($lead_data['is_cd']) && $lead_data['is_cd'] != 1 ? '' : 'checked' ?>
>
<label for="is_cd_switch">CD Entry</label>
<input id="is_cd_switch" type="checkbox" name = "is_cd" value = "1" data-toggle="toggle" data-on="With CD" data-off="Without CD" data-onstyle="info" data-offstyle="dark" data-style="border" data-width="218" <?= isset($lead_data['is_cd']) && $lead_data['is_cd'] != 1 ? '' : 'checked' ?>>
</div>
<div class="form-group col-md-3">
@ -519,20 +508,54 @@
<?php if (isset($lead_data['is_cd']) && $lead_data['is_cd'] == 1 || !isset($lead_data['is_cd'])) { ?>
<div class="form-group col-md-3">
<label for="cd_amount">CD Amount</label>
<input type="text" class="form-control" id="cd_amount" name="cd_amount" placeholder="Enter CD Amount" value="<?= isset($lead_data['cd_amount']) ? $lead_data['cd_amount'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="cd_amount">CD Amount</label>
<input type="text" class="form-control" id="cd_amount" name="cd_amount" placeholder="Enter CD Amount" value="<?= isset($lead_data['cd_amount']) ? $lead_data['cd_amount'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="total_amount">Total Amount</label>
<input type="text" class="form-control" id="total_amount" name="total_amount" placeholder="Enter Total Amount" value="<?= isset($lead_data['cd_amount']) ? $lead_data['cd_amount'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="total_amount">Total Amount</label>
<input type="text" class="form-control" id="total_amount" name="total_amount" placeholder="Enter Total Amount" value="<?= isset($lead_data['cd_amount']) ? $lead_data['cd_amount'] : "" ?>">
</div>
<?php } ?>
<div class="form-group col-md-3">
<label for="is_installment_switch">Installemnt </label>
<input id="is_installment_switch" type="checkbox" name = "is_installment" value = "1" data-toggle="toggle" data-on="With Installments" data-off="Without Installments" data-onstyle="info" data-offstyle="dark" data-style="border" data-width="218" <?= isset($lead_data['is_installment']) && $lead_data['is_installment'] == 1 ? 'checked' : '' ?>>
</div>
<?php if (isset($lead_data['is_installment']) && $lead_data['is_installment'] == 1) { ?>
<div class="form-group col-md-3">
<label for="no_of_installment">No of installments</label>
<input type="text" class="form-control" id="no_of_installment" name="no_of_installment" placeholder="" value="<?= isset($lead_data['no_of_installment']) ? $lead_data['no_of_installment'] : "1" ?>">
</div>
<?php } ?>
<?php if (isset($lead_data['is_installment']) && $lead_data['is_installment'] == 0 || !isset($lead_data['is_installment'])) { ?>
<div class="form-group col-md-3">
<label for="payment_date">Payment Date</label>
<input type="text" class="form-control" id="payment_date" name="payment_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['payment_date']) ? date('d/m/Y', strtotime($lead_data['payment_date'])) : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="utr_no">UTR No.</label>
<input type="text" class="form-control" id="utr_no" name="utr_no" placeholder="Enter UTR No." value="<?= isset($lead_data['utr_no']) ? $lead_data['utr_no'] : "" ?>">
</div>
<?php } ?>
</div>
<hr>
<div id="installment_form_row">
<?= isset($lead_data['installment_data']) && !empty($lead_data['installment_data']) ? $lead_data['installment_data'] : '' ?>
</div>
<hr>
<div class="form-row">
<div class="form-group col-md-6">
@ -557,7 +580,7 @@
>
<?php foreach ($exclusiveUserList as $user) { ?>
<?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
<option value="<?= $user['id'];?>">
<option value="<?= $user['email'];?>">
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } }?>
@ -694,6 +717,7 @@
policy_terms = JSON.parse(policy_terms_json);
jsonDataForHide = data?.premium_data ?? null;
console.log("data", data);
if(data){
proposalDataForDropDown = data.proposal_data;
if(!data.premium_data){
@ -837,7 +861,7 @@
$(document).ready(function () {
setInterval(function () {
submitData(1);
}, 15000);
}, 20000);
});
@ -3194,7 +3218,7 @@ function insurerAndClientMailPopUp(){
function placementMailPopUp() {
console.log(proposalDataForDropDown);
console.log("proposalDataForDropDown", proposalDataForDropDown);
const selectElement = document.getElementById('proposals');
@ -3451,137 +3475,6 @@ function constructURL(url_type) {
}
}
// function constructURL_ForInsurerAndClientMailSend() {
// var lead_id = $('#lead_id').val();
// var mail_content = $('#insurer_and_client_mail_content').val();
// var subject = $('#mail_subject').val();
// var apiURL;
// if (RFQ_or_QCR == 2) {
// apiURL = '<?= base_url('leads/sendMail') ?>?lead_id=' + encodeURIComponent(lead_id) +
// '&file_type=qcr' +
// '&recipient_type=client' +
// '&recipient_mail='+
// '&mail_content=' + String(mail_content) +
// '&subject=' + String(subject);
// } else {
// var insurerContact = $('#insurerContact').val();
// insurerContact = insurerContact.map(Number);
// console.log(insurerContact);
// apiURL = '<?= base_url('leads/sendMail') ?>?lead_id=' + encodeURIComponent(lead_id) +
// '&file_type=rfq' +
// '&recipient_type=insurer' +
// '&recipient_mail=' + JSON.stringify(insurerContact)+
// '&mail_content=' + String(mail_content) +
// '&subject=' + String(subject);
// }
// console.log(apiURL);
// ajaxRequest(apiURL);
// }
// function constructURL_ForInternalMailSend() {
// var lead_id = $('#lead_id').val();
// let to = $('#to').val();
// let mail_content = $('#internal_mail_content').val();
// let subject = $('#subject').val();
// let cc = $('#cc').val();
// cc = cc.map(Number);
// cc = JSON.stringify(cc)
// var file_type = 'rfq';
// if (RFQ_or_QCR == 2) {
// file_type = 'qcr'
// }
// var queryParams = {
// lead_id: lead_id,
// file_type: file_type,
// recipient_type: 'internal',
// to: to,
// cc: cc,
// subject: subject,
// // mail_content: mail_content,
// recipient_mail: '',
// mail_content: mail_content,
// subject: subject,
// };
// const queryString = objectToQueryString(queryParams);
// console.log(queryString);
// var apiURL = '<?= base_url('leads/sendMail') ?>?'+queryString
// console.log(apiURL);
// ajaxRequest(apiURL);
// }
// function constructURL_ForPlacementMailSend() {
// var lead_id = $('#lead_id').val();
// let to = $('#placement_to').val();
// console.log('to mail', to);
// let placement_date = $('#placement_date').val();
// let utr_no = $('#utr_no').val();
// let premium_amount = $('#premium_amount').val();
// let total_amount = $('#total_amount').val();
// let cd_amount = $('#cd_amount').val();
// let subject = $('#placement_subject').val();
// // let = mail_content = $('#placement_mail_content').val();
// let proposal_insurer = $('#proposals option:selected').data('id');
// let insurer_and_branch = $('#proposals').val();
// let cc = $('#placement_cc').val();
// cc = cc.map(Number);
// // cc = cc.split(',').map(email => email.trim());
// cc = JSON.stringify(cc);
// // to = to.map(String);
// // to = JSON.stringify(to)
// to = to.split(',').map(email => email.trim());
// to = JSON.stringify(to)
// console.log('to (array):', to);
// var file_type = 'rfq';
// if (RFQ_or_QCR == 2) {
// file_type = 'qcr'
// }
// var queryParams = {
// lead_id: lead_id,
// file_type: file_type,
// recipient_type: 'placement',
// to: to,
// cc: cc,
// subject: subject,
// proposal_insurer: proposal_insurer,
// insurer_and_branch: insurer_and_branch,
// recipient_mail: to,
// placement_date: placement_date,
// utr_no: utr_no,
// premium_amount: premium_amount,
// total_amount: total_amount,
// cd_amount: cd_amount,
// };
// const queryString = objectToQueryString(queryParams);
// console.log(queryString);
// var apiURL = '<?= base_url('leads/sendMail') ?>?'+queryString
// console.log(apiURL);
// ajaxRequest(apiURL);
// }
// Insurer and Client Mail
function constructURL_ForInsurerAndClientMailSend() {
@ -3694,16 +3587,44 @@ function constructURL_ForPlacementMailSend() {
let proposal_insurer = $('#proposals option:selected').data('id');
let insurer_and_branch = $('#proposals').val();
let cc = $('#placement_cc').val();
let no_of_installment = $('#no_of_installment').val();
let is_installment = $("#is_installment_switch").is(":checked") ? 1 : 0;
console.log("cc1", cc);
// Process `to` field
to = to.split(',').map(email => email.trim());
cc = cc.map(Number); // or split if it's a string: `cc.split(',').map(email => email.trim())`
// cc = cc.map(Number); // or split if it's a string: `cc.split(',').map(email => email.trim())`
var selectedFiles = [];
$('#placement_mail_attachment .multi_file_attachment:checked').each(function () {
selectedFiles.push($(this).val());
});
let data = [];
$('#installment_form_row .form-row').each(function () {
let installment_amount = $(this).find('input[name="installment_amount[]"]').val();
let payment_date = $(this).find('input[name="payment_date[]"]').val();
let utr_no = $(this).find('input[name="utr_no[]"]').val();
let id = $(this).find('input[name="installment_primary_key[]"]').val();
console.log('installment_primary_key', id);
let obj = {
lead_id: lead_id,
installment_amount: installment_amount,
payment_date: payment_date,
utr_no: utr_no
};
if (id != undefined && id != null && id != '') {
obj.id = id;
}
data.push(obj);
});
// Prepare FormData
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -3723,14 +3644,15 @@ function constructURL_ForPlacementMailSend() {
formData.append('cd_amount', cd_amount);
formData.append('mail_content', mail_content);
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
formData.append('installments', JSON.stringify(data));
formData.append('no_of_installment', no_of_installment);
formData.append('is_installment', is_installment);
ajaxRequest(formData);
}
function ajaxRequest(formData) {
var apiURL = '<?= base_url('leads/sendMail') ?>';
@ -3831,23 +3753,40 @@ function getInsurerBranchContacts(input){
function appendInsurerContact(data) {
console.log(data)
console.log(data);
$('#placement_to').empty();
$('#placement_to').append($('<option>', {
// Clear existing options and CC entries
$('#placement_to').empty().append($('<option>', {
value: '',
text: 'Select'
}));
$('.ccInsurerMail').remove();
$.each(data, function(index, item) {
var option = $('<option>', {
$('#placement_to').append($('<option>', {
value: item.id,
text: item.contact_person_email
});
$('#placement_to').append(option);
text: item.contact_person_email
}));
$('#placement_cc').append($('<option>', {
value: item.contact_person_email ?? "",
text: (item.contact_person_name || '') + (item.contact_person_email ? ' - ' + item.contact_person_email : '') + ' (Insurer)',
class: 'ccInsurerMail'
}));
});
// Re-initialize Select2
$('#placement_cc').val(null).select2({
placeholder: 'Select CC Mail'
});
// Style Select2 textarea input
setTimeout(function () {
$('textarea.select2-search__field').attr('rows', '1').css('resize', 'none');
}, 0);
}
$('.close').click(function(){
$('#to').select2({
@ -5760,7 +5699,6 @@ function appendMultiFileData(data) {
}
function convertRFQJsonToQCRJson(json) {
if (json) {
@ -5889,6 +5827,28 @@ function appendMultiFileData(data) {
}
})
$("#is_installment_switch").change(function (){
var switch_status = ($(this).is(":checked")? "on" : "off");
console.log("Switch status",switch_status);
if (switch_status == "on"){
$("#no_of_installment").show();
$("#payment_date").hide();
$("#utr_no").hide();
$("#no_of_installment").closest('.form-group').show();
$("#payment_date").closest('.form-group').hide();
$("#utr_no").closest('.form-group').hide();
addInstallmentHTML()
}else{
$("#no_of_installment").hide();
$("#payment_date").show();
$("#utr_no").show();
$("#no_of_installment").closest('.form-group').hide();
$("#payment_date").closest('.form-group').show();
$("#utr_no").closest('.form-group').show();
$('#installment_form_row').empty();
}
})
$(document).on("input", "#cd_amount, #premium_amount", function() {
// alert("Function called");
@ -5928,6 +5888,193 @@ function appendMultiFileData(data) {
return emails.every(email => getDomain(email) === firstDomain);
}
function addInstallmentHTML() {
let html = `
<div class="form-row align-items-end">
<div class="form-group col-md-3">
<label for="installment_amount">Installment Amount</label>
<input type="text" class="form-control" name="installment_amount[]" placeholder="Enter Amount">
</div>
<div class="form-group col-md-3">
<label for="payment_date">Payment Date</label>
<input type="text" class="form-control payment_date" name="payment_date[]" placeholder="DD/MM/YYYY">
</div>
<div class="form-group col-md-3">
<label for="utr_no">UTR No.</label>
<input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No.">
</div>
<div class="form-group col-md-2">
<button type="button" class="btn btn-danger remove-installment">X</button>
</div>
</div>
`;
$('#installment_form_row').append(html);
$('.payment_date').flatpickr({
dateFormat: 'd/m/Y',
});
}
$(document).on('click', '.remove-installment', function () {
let $this = $(this); // Store reference to the clicked element
let row_count = $('#installment_form_row .form-row').length;
console.log("row_count", row_count);
let id = $this.closest('.form-row').find('input[name="installment_primary_key[]"]').val() ?? null;
console.log("id", id);
let ids = id ? [id] : [];
console.log("ids", ids);
if (id != null && row_count > 1) {
Swal.fire({
title: "Do you want to remove this?",
icon: "warning",
showCancelButton: true,
confirmButtonColor: "#3085d6",
cancelButtonColor: "#d33",
confirmButtonText: "Yes, Proceed!"
}).then((result) => {
if (result.isConfirmed) {
let url = '<?= base_url('util/removeInstallments') ?>';
let requestData = { id: ids };
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
console.log('Data fetched successfully:', response);
if (response.status === true) {
toastr.success(response.message, 'SUCCESS');
$this.closest('.form-row').remove();
let updated_row_count = $('#installment_form_row .form-row').length;
$('#no_of_installment').val(updated_row_count);
console.log("after remove row_count", updated_row_count);
} else {
toastr.error(response.message, 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while removing the installment.', 'ERROR');
});
}
});
} else {
if (row_count > 1) {
$this.closest('.form-row').remove();
let updated_row_count = $('#installment_form_row .form-row').length;
$('#no_of_installment').val(updated_row_count);
console.log("after remove row_count", updated_row_count);
} else {
console.log("Only one row left. Not removing.");
}
}
});
$('#no_of_installment').on('change', function () {
let no_of_installments = parseInt($(this).val());
let $installmentContainer = $('#installment_form_row');
let row_count = $installmentContainer.find('.form-row').length;
console.log("Form row count:", row_count);
if (row_count === 1) {
$installmentContainer.empty();
for (let index = 0; index < no_of_installments; index++) {
addInstallmentHTML();
}
} else if (no_of_installments === row_count) {
console.log('Same row count, no change needed.');
} else if (no_of_installments < row_count) {
// Remove extra rows from the end
let remove_count = row_count - no_of_installments;
let ids = $installmentContainer.find('.form-row')
.slice(-remove_count)
.find('input[name="installment_primary_key[]"]')
.map(function() {
return $(this).val();
}).get();
console.log('ids', ids);
if (ids != null) {
Swal.fire({
title: "Do you want to remove the last " + (remove_count ?? "") + " entries?",
icon: "warning",
showCancelButton: true,
confirmButtonColor: "#3085d6",
cancelButtonColor: "#d33",
confirmButtonText: "Yes, Proceed!"
}).then((result) => {
if (result.isConfirmed) {
let url = '<?= base_url('util/removeInstallments') ?>';
let requestData = { id: ids };
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
console.log('Data fetched successfully:', response);
if (response.status === true) {
toastr.success(response.message, 'SUCCESS');
$installmentContainer.find('.form-row').slice(-remove_count).remove();
} else {
toastr.error(response.message, 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while removing the installment.', 'ERROR');
});
}else{
$('#no_of_installment').val(row_count);
}
});
} else {
$installmentContainer.find('.form-row').slice(-remove_count).remove();
}
} else if (no_of_installments > row_count) {
// Add extra rows from the end
let add_count = no_of_installments - row_count;
for (let index = 0; index < add_count; index++) {
addInstallmentHTML();
}
} else {
// Add missing rows
let add_count = no_of_installments - row_count;
for (let index = 0; index < add_count; index++) {
addInstallmentHTML();
}
}
});
$(document).ready(function(){
setTimeout(function(){
$('.payment_date').flatpickr({
dateFormat: 'd/m/Y',
});
}, 2000)
})
</script>