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

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This commit is contained in:
VENKATESHWARAN 2025-04-11 09:55:41 +05:30
commit e491214299
27 changed files with 1780 additions and 372 deletions
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1
app/Config/Routes.php
View File

@ -352,6 +352,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
$routes->get('getTheEmpDataForClaimSearchByMobile/(:any)', 'ClientController::getTheEmpDataForClaimSearchByMobile/$1');
$routes->get('getLeadNonEB/(:any)', 'LeadsController::getLeadNonEB/$1');
$routes->get('getPolicyTypeFields', 'LeadsController::getPolicyTypeFields');
$routes->get('removeMultiFile', 'LeadsController::removeMultiFile');
});
$routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {

4
app/Controllers/Chatbot/EcardDownloadConversation.php
View File

@ -17,10 +17,14 @@ class EcardDownloadConversation extends Conversation
protected function showEcardMenu()
{
log_message('error', ('showEcardMenu function called'));
$chat_session_info = get_chatbot_session_info();
$policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
$buttons = [];
$question = 'Choose Policy to Download Ecard:';
log_message('error', ('policy_list : ' . json_encode($policy_list)));
if(is_array($policy_list) && count($policy_list))
{
foreach($policy_list as $policy)

17
app/Controllers/Chatbot/MainMenuConversation.php
View File

@ -46,9 +46,16 @@ class MainMenuConversation extends Conversation
$this->bot->reply($message);
}
log_message('error', ('user_reponse before: ' . $user_reponse));
if (!$answer->isInteractiveMessageReply()) {
$user_reponse = null;
}
log_message('error', ('user_reponse is interactive: ' . $answer->isInteractiveMessageReply()));
// Get just the existing path array
$path = $this->bot->userStorage()->get('path') ?? [];
@ -60,25 +67,35 @@ class MainMenuConversation extends Conversation
'path' => $path
]);
log_message('error', ('user_reponse after: ' . $user_reponse));
switch ($user_reponse) {
case "ecard_download":
$this->bot->startConversation(new EcardDownloadConversation());
log_message('error', 'ecard_download clicked ');
break;
case "network_hospital":
$this->bot->startConversation(new NetworkHospitalConversation());
log_message('error', 'network_hospital clicked ');
break;
case "reimbursement_claim":
$this->bot->startConversation(new ReimbursementClaimProcessConversation());
log_message('error', 'reimbursement_claim clicked ');
break;
case "reimbursement_status":
$this->bot->startConversation(new ReimbursementClaimStatusConversation());
log_message('error', 'reimbursement_status clicked ');
break;
case "new_policy":
case "renew_policy":
$this->bot->startConversation(new policyConversation());
log_message('error', 'renew_policy || new_policy clicked ');
break;
default:
log_message('error', 'default shown ');
$this->say("Invalid selection. Please choose an option.");
$this->bot->startConversation(new MainMenuConversation());
break;

3
app/Controllers/Chatbot/NetworkHospitalConversation.php
View File

@ -59,7 +59,10 @@ class NetworkHospitalConversation extends Conversation
$this->bot->userStorage()->save([
'path' => $path
]);
log_message('error', ('user_reponse : ' . $answer->getValue()));
switch ($answer->getValue()) {
case is_string($answer->getValue()) && is_array(explode('#',$answer->getValue())) && count((explode('#',$answer->getValue()))) == 2:
$client_poilicy_id = explode('#',$answer->getValue())[1];

3
app/Controllers/Chatbot/policyConversation.php
View File

@ -46,6 +46,9 @@ class policyConversation extends Conversation
if (!$answer->isInteractiveMessageReply()) {
$user_reponse = null;
}
log_message('error', ('user_reponse : ' . $answer->getValue()));
$path = $this->bot->userStorage()->get('path');
array_push($path,
$answer->getValue()

16
app/Controllers/ChatbotControllerNew.php
View File

@ -84,12 +84,13 @@ class ChatbotControllerNew extends BaseController
public function index()
{
if($this->session->get('CHATBOT_RANDOM_USER_ID') == '-' || $this->session->get('CHATBOT_RANDOM_USER_ID') == '')
{
$user = $this->botman->getUser();
$id = $user->getId();
// $this->myLogger->logme('error', ('TEST' . $id));
$this->myLogger->logme('error', ('TEST' . $id));
$this->session->set('CHATBOT_RANDOM_USER_ID', $id);
}
@ -100,6 +101,7 @@ class ChatbotControllerNew extends BaseController
}
$this->botman->hears('.*', function ($bot) {
log_message("error","Inside Bot Type Function");
$bot->types(); // Typing indicator for the first message
sleep(0.5); // Delay
@ -128,14 +130,14 @@ class ChatbotControllerNew extends BaseController
$this->botman->listen();
}
private function registerHandlers()
{
// Handling Policy and Claims
$this->botman->hears('group:policy:{option}', [\App\Controllers\Chatbot\PolicyHandler::class, 'handle']);
$this->botman->hears('group:claim:{option}', [\App\Libraries\Chatbot\ClaimHandler::class, 'handle']);
// private function registerHandlers()
// {
// // Handling Policy and Claims
// $this->botman->hears('group:policy:{option}', [\App\Controllers\Chatbot\PolicyHandler::class, 'handle']);
// $this->botman->hears('group:claim:{option}', [\App\Libraries\Chatbot\ClaimHandler::class, 'handle']);
}
// }
public function chatbot()
{

233
app/Controllers/ClientController.php
View File

@ -1994,9 +1994,22 @@ class ClientController extends AdminController
if ($id) {
$client_policy_data = $this->clientPolicyModel->where(['id' => $id, 'is_active' => 1])->first();
$insurer_id = $client_policy_data['insurer_id'];
$client_id = $client_policy_data['client_id'];
if (!empty($client_policy_data['policy_start_date'])) {
$client_policy_data['source_policy_start_date'] = change_date_format($client_policy_data['policy_start_date'], 'Y-m-d', 'd/m/Y');
} else {
$client_policy_data['source_policy_start_date'] = null;
}
if (!empty($client_policy_data['policy_end_date'])) {
$client_policy_data['source_policy_end_date'] = change_date_format($client_policy_data['policy_end_date'], 'Y-m-d', 'd/m/Y');
} else {
$client_policy_data['source_policy_end_date'] = null;
}
$polices = $this->policesModel
->select('policies.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = policies.policy_type_id')
@ -2022,7 +2035,7 @@ class ClientController extends AdminController
'policy' => $polices,
'client_policy_list' => $client_policy_list,
'end_date' => $newDate,
'new_start_date' => date('d/m/Y', strtotime($client_policy_data['policy_end_date']))
'new_start_date' => date('d/m/Y', strtotime($client_policy_data['policy_end_date'] . ' +1 day')),
], 200);
} else {
return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
@ -4740,8 +4753,7 @@ class ClientController extends AdminController
// }
// $data = $this->leadsModel->where('leads.id', 125)->where('leads.is_active', 1)->first();
// $RFQdata = $RFQModel->getRFQTableDataWithLeadIDAndType(125, 2);
// // Kint::dump($RFQdata);
// $RFQdata = $RFQModel->getRFQTableDataWithLeadIDAndType(145, 2);
// $returnData = $LeadsController->getPlacementJson($data);
// Kint::dump($returnData);
// $policy_terms = $LeadsController->convertNonEbQCRJsonToPolicyTerms(json_decode($returnData, true));
@ -4751,6 +4763,20 @@ class ClientController extends AdminController
// $this->clientPolicyModel->where('id', 6050)->set('policy_terms', $policy_terms)->update();
// dd($returnData);
// Kint::dump($RFQdata['json']);
// $inputJson = json_decode($RFQdata['json'], true);
// Kint::dump($inputJson);
// // print_rr($inputJson['table_data']);
// $sortedJson = $this->reorderProposalsByInsurerTotal($inputJson);
// // If you want to convert back to JSON string
// $finalJson = json_encode($sortedJson, JSON_PRETTY_PRINT);
// // $RFQModel->insert(['lead_id' => 145, 'json' => $finalJson, 'type' => 1]);
// dd($finalJson);
}
// -------------------------------------------------------------------------------------------------------
@ -5457,5 +5483,206 @@ class ClientController extends AdminController
return $id;
}
private function reorderProposalsByInsurerTotal(array $data): array {
Kint::dump($data);
if (!isset($data['premium_data']['data'])) return $data;
$original = $data['premium_data']['data'];
$proposals = [];
$others = [];
$emptyKeyData = [];
foreach ($original as $key => $value) {
// Match only keys that look like 'Proposal X'
if (preg_match('/^Proposal\s+\d+$/', $key)) {
// Get the insurer entry (not 'Quote Asked')
foreach ($value as $subKey => $subVal) {
if ($subKey !== 'Quote Asked' && isset($subVal['Total'])) {
$proposals[$key] = $value;
break;
}else{
$proposals[$key] = $value;
}
}
} else {
if ($key === '' && isset($value['']) && is_array($value[''])) {
// Capture empty key to push it later
$emptyKeyData[$key] = $value;
}else{
$others[$key] = $value;
}
}
}
// dd($proposals, $others, $emptyKeyData);
// Sort proposals by their insurer's total
uasort($proposals, function($a, $b) {
$totalA = 0;
$totalB = 0;
foreach ($a as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalA = floatval($val['Total']);
break;
}
}
foreach ($b as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalB = floatval($val['Total']);
break;
}
}
return $totalA <=> $totalB;
});
// Merge back the sorted proposals into the full structure
$data['premium_data']['data'] = array_merge($others, $proposals, $emptyKeyData);
$data = $this->reorderProposalDataByPremiumOrder($data);
return $data;
}
private function reorderProposalDataByPremiumOrder(array $data): array {
if (!isset($data['premium_data']['data'], $data['proposal_data']['over_all_column_data'])) {
return $data;
}
$premiumProposals = array_keys($data['premium_data']['data']);
$filteredProposals = [];
// Collect proposal keys that match the pattern "Proposal X"
foreach ($premiumProposals as $key) {
if (preg_match('/^Proposal\s+\d+$/', $key) && isset($data['proposal_data']['over_all_column_data'][$key])) {
$filteredProposals[$key] = $data['proposal_data']['over_all_column_data'][$key];
}
}
// dd($premiumProposals, $filteredProposals);
$data['proposal_data']['over_all_column_data'] = $filteredProposals;
$data = $this->reorderProposalInHeaderAndData($data);
return $data;
}
private function reorderProposalInHeaderAndData(array $data): array {
// Kint::dump($data);
$tableData = $data['table_data'];
$sortedProposalOrder = $data['proposal_data']['over_all_column_data'];
$headers = $tableData['headers'] ?? [];
$dataRows = $tableData['data'] ?? [];
// Step 1: Separate static and proposal headers
$staticHeaders = [];
$proposalHeaders = [];
$actionHeader = [];
foreach ($headers as $header) {
if (in_array($header['parentHeader'], array_keys($sortedProposalOrder))) {
$proposalHeaders[$header['parentHeader']] = $header;
} else {
if($header['parentHeader'] == "Action"){
$actionHeader[] = $header;
}else{
$staticHeaders[] = $header;
}
}
}
// dd($staticHeaders, $proposalHeaders, $sortedProposalOrder);
// Step 2: Reorder headers
$reorderedHeaders = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalHeaders[$proposalKey])) {
$reorderedHeaders[] = $proposalHeaders[$proposalKey];
}
}
// print_rr($reorderedHeaders); die;
foreach ($reorderedHeaders as $key => &$value) {
$value['parentHeader'] = 'Proposal ' . ($key + 1);
}
unset($value);
$reorderedHeaders = array_merge($staticHeaders, $reorderedHeaders, $actionHeader);
// Step 3: Reorder each row's `data` by matching parentth
foreach ($dataRows as $dataRowIndex => &$row) {
$staticData = [];
$proposalData = [];
$actionData = [];
foreach ($row['data'] as $entry) {
if (in_array($entry['parentth'], array_keys($sortedProposalOrder))) {
$proposalData[$entry['parentth']][] = $entry;
} else {
if($entry['parentth'] == "Action"){
$actionData[] = $entry;
}else{
$staticData[] = $entry;
}
}
}
$reorderedProposalData = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalData[$proposalKey])) {
foreach ($proposalData[$proposalKey] as $entry) {
$reorderedProposalData[] = $entry;
}
}
}
$dubParTh = "";
$increament = 0;
foreach ($reorderedProposalData as $key => &$value) {
if($dubParTh == $value['parentth']){
$value['parentth'] = 'Proposal ' . ($increament);
}else{
$dubParTh = $value['parentth'];
$increament = $increament + 1;
$value['parentth'] = 'Proposal ' . ($increament);
}
}
unset($value);
$row['data'] = array_merge($staticData, $reorderedProposalData, $actionData);
}
$data['table_data']['headers'] = $reorderedHeaders;
$data['table_data']['data'] = $dataRows;
// dd('-----', $data);
$renumberedArray = $this->renumberProposalKeys($data['proposal_data']['over_all_column_data']);
$updatedDataSet = $this->renumberProposalKeys($data['premium_data']['data']);
$data['proposal_data']['over_all_column_data'] = !empty($renumberedArray) ? $renumberedArray : $data['proposal_data']['over_all_column_data'];
$data['premium_data']['data'] = !empty($updatedDataSet) ? $updatedDataSet : $data['premium_data']['data'];
return $data;
}
private function renumberProposalKeys(array $input): array {
$result = [];
$counter = 1;
foreach ($input as $key => $value) {
if (strpos($key, 'Proposal') === 0) {
$newKey = 'Proposal ' . $counter++;
$result[$newKey] = $value;
} else {
$result[$key] = $value;
}
}
return $result;
}
}

26
app/Controllers/EmployeeRestController.php
View File

@ -3124,6 +3124,18 @@ class EmployeeRestController extends AdminController
$client_policy_id = $received_data['client_policy_id'];
$insured_emp_id = $received_data['insured_emp_id'];
if (empty($received_data['doa'])) {
$received_data['doa'] = null;
} else{
$ticket_data['doa'] = change_date_format($received_data['doa']);
}
if (empty($received_data['dod'])) {
$received_data['dod'] = null;
} else{
$ticket_data['dod'] = change_date_format($received_data['dod']);
}
$sql = "
select
cp.policy_type_id,
@ -3166,11 +3178,19 @@ class EmployeeRestController extends AdminController
if(!empty($emp_ticket_data)){
$fetchData = $emp_ticket_data[0];
$fetchData['claim_status_id'] = $this->claimStatusModel
$claimStatusQuery = $this->claimStatusModel
->select('id')
->where('ticket_type', $fetchData['ticket_type_id'])
->orderBy('id', 'asc')
->first()['id'];
->orderBy('id', 'asc');
if ($fetchData['ticket_type_id'] == 1 && !empty($fetchData['tpa_no'])) {
$results = $claimStatusQuery->findAll(2);
$fetchData['claim_status_id'] = $results[1]['id'] ?? $results[0]['id'];
} else {
$fetchData['claim_status_id'] = $claimStatusQuery->first()['id'];
}
$fetchData['priority'] = 1;
$fetchData['mode_of_intimation'] = 3;

530
app/Controllers/LeadsController.php
View File

@ -29,6 +29,7 @@ use App\Models\TPABranchModel;
use App\Models\RFQModel;
use App\Models\InsurerModel;
use App\Models\OccupancyMasterModel;
use App\Models\LeadFilesModel;
use App\Helpers\MailHelper;
use App\Helpers\ExcelMergeHelper;
@ -39,6 +40,7 @@ use Kint\Kint;
use App\Controllers\Jobs;
use App\Controllers\JobWorker;
use Google\Service\FactCheckTools\Resource\Claims;
use GPBMetadata\Google\Type\Datetime;
class LeadsController extends BaseController
{
@ -62,6 +64,7 @@ class LeadsController extends BaseController
protected $RFQModel;
protected $insurerModel;
protected $occupancyModel;
protected $leadFilesModel;
//variables for storing array
protected $issuer;
@ -92,13 +95,14 @@ class LeadsController extends BaseController
$this->RFQModel = new RFQModel();
$this->insurerModel = new InsurerModel();
$this->occupancyModel = new OccupancyMasterModel();
$this->leadFilesModel = new LeadFilesModel();
$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' => 'Queued',
'queued' => 'In-Queued',
'qcr_sent' => 'QCR sent',
'lost' => 'Lost',
'co_insurer_pending' => 'Co-Insurer Pending',
@ -199,6 +203,7 @@ class LeadsController extends BaseController
} else {
$data = $this->prepareMultipleLeadData($data);
}
// print_r($data); die;
return $data;
}
@ -206,13 +211,12 @@ class LeadsController extends BaseController
private function prepareSingleLeadData($data)
{
// print_r($data); die;
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
// Get all uploaded files for 'file_name[]'
$files = $this->request->getFileMultiple('file_name');
// print_r($files); die;
$index_plus_one = 1;
$form_file_name = "file_name_" . $index_plus_one;
$form_docs_name = "docs_name_" . $index_plus_one;
$leads_file_primary_key = $data['leads_file_id'] ?? [];
$files = $this->request->getFileMultiple($form_file_name);
$multi_file_data = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer']) && strpos($data['insurer'], '-') !== false) {
@ -249,7 +253,9 @@ class LeadsController extends BaseController
$data['policy_end_date'] = null;
}
$data['file_name'] = file_Upload($files, $uploadFilePath);
// $data['file_name'] = file_Upload($files, $uploadFilePath);
$data['multi_file_data'] = $multi_file_data ?? null;
$processcedData[] = $data;
// print_r($data);die();
@ -260,15 +266,16 @@ class LeadsController extends BaseController
{
// print_r($data); die;
$processedData = [];
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
// Get all uploaded files for 'file_name[]'
$files = $this->request->getFileMultiple('file_name');
// print_r($files); die;
foreach ($data['policy_type_id'] as $index => $value) {
$index_plus_one = $index + 1;
$form_file_name = "file_name_" . $index_plus_one;
$form_docs_name = "docs_name_" . $index_plus_one;
$leads_file_primary_key = $data['leads_file_id'] ?? [];
$files = $this->request->getFileMultiple($form_file_name);
$multi_file_data = $this->uploadMultiFiles($files, $data[$form_docs_name], $leads_file_primary_key);
// Separate the insurer and insurer branch, handle missing or invalid data
if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer'][$index]);
@ -318,13 +325,25 @@ class LeadsController extends BaseController
$incurred_claims_date = null;
}
if (!empty($data['premium_date'][$index])) {
$premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
// if (!empty($data['premium_date'][$index])) {
// $premium_date = change_date_format($data['premium_date'][$index], 'd/m/Y', 'Y-m-d');
// } else {
// $premium_date = null;
// }
if (!empty($data['source_policy_start_date'])) {
$data['source_policy_start_date'] = change_date_format($data['source_policy_start_date'], 'd/m/Y', 'Y-m-d');
} else {
$premium_date = null;
$data['source_policy_start_date'] = null;
}
$file_name = file_Upload($files[$index], $uploadFilePath);
if (!empty($data['source_policy_end_date'])) {
$data['source_policy_end_date'] = change_date_format($data['source_policy_end_date'], 'd/m/Y', 'Y-m-d');
} else {
$data['source_policy_end_date'] = null;
}
// $file_name = file_Upload($files[$index], $uploadFilePath);
$last_3_years_claims = $data['finyear'];
@ -378,7 +397,7 @@ class LeadsController extends BaseController
'outstanding_claims' => $data['outstanding_claims'][$index] ?? 0,
'policy_run_days' => $data['policy_run_days'][$index] ?? 0,
'premium_at_inception' => $data['premium_at_inception'][$index] ?? 0,
'premium_date' => $premium_date,
'premium_date' => $data['premium_date'][$index] ?? 0,
'earned_premium' => $data['earned_premium'][$index] ?? 0,
'annualised_claims' => $data['annualised_claims'][$index] ?? 0,
'incurred_claims_ratio' => $data['incurred_claims_ratio'][$index] ?? 0,
@ -387,13 +406,17 @@ class LeadsController extends BaseController
'total_si_at_renewal' => $data['total_si_at_renewal'][$index] ?? 0,
'fin_years_claims' => $last_3_years_claims,
'file_name' => $file_name,
// 'file_name' => $file_name,
'multi_file_data' => $multi_file_data ?? null,
'status' => $data['status'] ?? null,
'notes' => $data['notes'] ?? null,
'lead_form_type' => $data['lead_form_type'] ?? 1,
'custom_fields' => $data['custom_fields'] ?? null,
'source_policy_start_date' => $data['source_policy_start_date'] ?? null,
'source_policy_end_date' => $data['source_policy_end_date'] ?? null,
];
}
// print_r($processedData);die();
@ -405,6 +428,11 @@ class LeadsController extends BaseController
$insertCount = [];
foreach ($data as $value) {
$insert = $this->leadsModel->insert($value);
if ($insert) {
$this->insertMultiFilesData($value['multi_file_data'], $insert);
}
$insertCount[] = $insert;
$this->insertLeadStatus($insert, $value['status'], 3);
@ -427,13 +455,15 @@ class LeadsController extends BaseController
private function updateOldLead($id, $data)
{
if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
$this->insertMultiFilesData($data[0]['multi_file_data'], $id);
$this->insertLeadStatus($id, $data[0]['status'], 3);
return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' => $data], 200);
}
return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
}
// Get the Single Lead data for edit
// Get the Single Lead data for edit uisng ajax ( do not delete)
public function getLeadDataForEdit($id)
{
@ -466,11 +496,13 @@ class LeadsController extends BaseController
$data['incurred_claims_date'] = null;
}
if (!empty($data['premium_date'])) {
$data['premium_date'] = change_date_format($data['premium_date'], 'Y-m-d', 'd/m/Y');
} else {
$data['premium_date'] = null;
}
// if (!empty($data['premium_date'])) {
// $data['premium_date'] = change_date_format($data['premium_date'], 'Y-m-d', 'd/m/Y');
// } else {
// $data['premium_date'] = null;
// }
$data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->first() ?? null;
$data['lastFiveYears'] = $this->getLastFiveFinancialYears();
$data['gpaClaimType'] = $this->claim_type_for_gpa;
@ -485,6 +517,8 @@ class LeadsController extends BaseController
$data['html'] = $this->generateViewPageHtml($data['policy_type_id'], $data) ?? "";
// print_r($data); die;
if ($data) {
return $this->respond(['status' => true, 'data' => $data], 200);
} else {
@ -503,7 +537,71 @@ class LeadsController extends BaseController
$this->policyTransactionStatusModel->insert($statusData);
}
public function uploadMultiFiles($files, $docs_names, $primaryKey)
{
$uploadFilePath = WRITEPATH . 'uploads/lead_files/';
$multi_file_data = [];
foreach ($files as $index => $value) {
$file_name = file_Upload($value, $uploadFilePath);
$multi_file_data[] = [
'file_name' => $file_name,
'docs_name' => $docs_names[$index],
'id' => $primaryKey[$index] ?? "",
];
}
return $multi_file_data;
}
public function insertMultiFilesData($data, $lead_id)
{
// print_r($data); die;
if (!empty($data)) {
foreach ($data as $key => $value) {
if (!empty($value['id'])) {
$lead_file_data = [
'lead_id' => $lead_id,
'docs_name' => $value['docs_name'],
];
if (!empty($value['file_name'])) {
$lead_file_data['file_name'] = $value['file_name'];
}
$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 ($key == 0 && !empty($value['file_name'])) {
$this->leadsModel->where('id', $lead_id)->set('file_name', $value['file_name'])->update();
}
}
}
return true;
}
public function removeMultiFile()
{
$id = $this->request->getGet('lead_file_id');
if (!empty($id)) {
$this->leadFilesModel->where('id', $id)->set(['is_active' => 0])->update();
return $this->respond(['status' => true, 'message' => 'File removed successfully'], 200);
} else {
return $this->respond(['status' => false, 'message' => 'File could not be removed.'], 200);
}
}
//--------RFQ-----------------------------------------------------------------------------------------------
@ -558,6 +656,7 @@ class LeadsController extends BaseController
$data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
$data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
$data['userList'] = $this->userModel->getUserListForRFQ();
$data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
$data['lead_data'] = $lead_data;
$mail_content = "
@ -566,16 +665,33 @@ class LeadsController extends BaseController
<p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
<p>Kindly request you to share the competitive quotes at the earliest.</p>
<p>In case of any query, please feel free to contact us.</p>
<p>Thank You!</p>
<p>Thank You!</p><br>
<p>Best regards,</p>
<div style=\"margin: 0; padding: 0; line-height: 1.2;\">
<div>{{LOGGED_USER_NAME}}</div>
<div>Email: {{LOGGED_USER_EMAIL}}</div>
<div>Mobile: {{LOGGED_USER_MOBILE}}</div>
</div>
";
if ($data['lead_data']['policy_end_date'] != null){
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
}else{
$subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
}
$data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
$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;
$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);
if ($data['lead_data']['lead_form_type'] == 1) {
@ -635,7 +751,6 @@ class LeadsController extends BaseController
}
}
public function createRFQ()
{
$data = $this->request->getPost();
@ -645,15 +760,24 @@ class LeadsController extends BaseController
return $this->respond(['status' => false, 'message' => 'Lead ID is required'], 400);
}
$inputJson = json_decode($data['json'], true);
if (isset($inputJson['premium_data']) && !empty($inputJson['premium_data'])) {
$sortedJson = $this->reorderProposalsByInsurerTotal($inputJson);
$data['json'] = json_encode($sortedJson);
}
$data['type'] = 1;
// Deactivate existing RFQs for this lead and type
if (!isset($data['rfq_primaryKey']) && empty($data['rfq_primaryKey'])) {
$this->RFQModel
->where('lead_id', $lead_id)
->where('type', 1)
->where('is_active', 1)
->set('is_active', 0)
->update();
}
// Handle registration_json
if (empty($data['registration_json'])) {
@ -669,20 +793,29 @@ class LeadsController extends BaseController
}
}
// print_r($data); die;
// $data['json'] = "";
if (isset($data['rfq_primaryKey']) && !empty($data['rfq_primaryKey'])) {
$this->RFQModel->update($data['rfq_primaryKey'], $data);
$insertId = $data['rfq_primaryKey'];
$affectedRows = db_connect()->affectedRows();
} else {
// Insert new RFQ
$insertId = $this->RFQModel->insert($data);
}
if ($insertId) {
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR submitted successfully' : 'RFQ submitted successfully';
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'QCR saved successfully' : 'RFQ saved successfully';
return $this->respond([
'status' => true,
'id' => $insertId,
'message' => $message,
'data' => $data
'data' => $data,
'affectedRows' => $affectedRows ?? null,
], 200);
}
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'Failed to create QCR' : 'Failed to create RFQ';
$message = ($data['submit_type'] ?? '') == 'QCR' ? 'Failed to save QCR' : 'Failed to save RFQ';
return $this->respond([
'status' => false,
'id' => null,
@ -691,7 +824,6 @@ class LeadsController extends BaseController
], 200);
}
public function createQCR()
{
@ -716,6 +848,206 @@ class LeadsController extends BaseController
}
private function reorderProposalsByInsurerTotal(array $data): array
{
if (!isset($data['premium_data']['data'])) return $data;
$original = $data['premium_data']['data'];
$proposals = [];
$others = [];
$emptyKeyData = [];
foreach ($original as $key => $value) {
// Match only keys that look like 'Proposal X'
if (preg_match('/^Proposal\s+\d+$/', $key)) {
// Get the insurer entry (not 'Quote Asked')
foreach ($value as $subKey => $subVal) {
if ($subKey !== 'Quote Asked' && isset($subVal['Total'])) {
$proposals[$key] = $value;
break;
}else{
$proposals[$key] = $value;
}
}
} else {
if ($key === '' && isset($value['']) && is_array($value[''])) {
// Capture empty key to push it later
$emptyKeyData[$key] = $value;
} else {
$others[$key] = $value;
}
}
}
// Sort proposals by their insurer's total
uasort($proposals, function ($a, $b) {
$totalA = 0;
$totalB = 0;
foreach ($a as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalA = floatval($val['Total']);
break;
}
}
foreach ($b as $key => $val) {
if ($key !== 'Quote Asked' && isset($val['Total'])) {
$totalB = floatval($val['Total']);
break;
}
}
return $totalA <=> $totalB;
});
// Merge back the sorted proposals into the full structure
$data['premium_data']['data'] = array_merge($others, $proposals, $emptyKeyData);
$data = $this->reorderProposalDataByPremiumOrder($data);
return $data;
}
private function reorderProposalDataByPremiumOrder(array $data): array
{
if (!isset($data['premium_data']['data'], $data['proposal_data']['over_all_column_data'])) {
return $data;
}
$premiumProposals = array_keys($data['premium_data']['data']);
$filteredProposals = [];
// Collect proposal keys that match the pattern "Proposal X"
foreach ($premiumProposals as $key) {
if (preg_match('/^Proposal\s+\d+$/', $key) && isset($data['proposal_data']['over_all_column_data'][$key])) {
$filteredProposals[$key] = $data['proposal_data']['over_all_column_data'][$key];
}
}
// dd($premiumProposals, $filteredProposals);
$data['proposal_data']['over_all_column_data'] = $filteredProposals;
$data = $this->reorderProposalInHeaderAndData($data);
return $data;
}
private function reorderProposalInHeaderAndData(array $data): array
{
$tableData = $data['table_data'];
$sortedProposalOrder = $data['proposal_data']['over_all_column_data'];
$headers = $tableData['headers'] ?? [];
$dataRows = $tableData['data'] ?? [];
// Step 1: Separate static and proposal headers
$staticHeaders = [];
$proposalHeaders = [];
$actionHeader = [];
foreach ($headers as $header) {
if (in_array($header['parentHeader'], array_keys($sortedProposalOrder))) {
$proposalHeaders[$header['parentHeader']] = $header;
} else {
if ($header['parentHeader'] == "Action") {
$actionHeader[] = $header;
} else {
$staticHeaders[] = $header;
}
}
}
// dd($staticHeaders, $proposalHeaders, $sortedProposalOrder);
// Step 2: Reorder headers
$reorderedHeaders = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalHeaders[$proposalKey])) {
$reorderedHeaders[] = $proposalHeaders[$proposalKey];
}
}
// print_rr($reorderedHeaders); die;
foreach ($reorderedHeaders as $key => &$value) {
$value['parentHeader'] = 'Proposal ' . ($key + 1);
}
unset($value);
$reorderedHeaders = array_merge($staticHeaders, $reorderedHeaders, $actionHeader);
// Step 3: Reorder each row's `data` by matching parentth
foreach ($dataRows as $dataRowIndex => &$row) {
$staticData = [];
$proposalData = [];
$actionData = [];
foreach ($row['data'] as $entry) {
if (in_array($entry['parentth'], array_keys($sortedProposalOrder))) {
$proposalData[$entry['parentth']][] = $entry;
} else {
if ($entry['parentth'] == "Action") {
$actionData[] = $entry;
} else {
$staticData[] = $entry;
}
}
}
$reorderedProposalData = [];
foreach ($sortedProposalOrder as $proposalKey => $proposalValue) {
if (isset($proposalData[$proposalKey])) {
foreach ($proposalData[$proposalKey] as $entry) {
$reorderedProposalData[] = $entry;
}
}
}
$dubParTh = "";
$increament = 0;
foreach ($reorderedProposalData as $key => &$value) {
if ($dubParTh == $value['parentth']) {
$value['parentth'] = 'Proposal ' . ($increament);
} else {
$dubParTh = $value['parentth'];
$increament = $increament + 1;
$value['parentth'] = 'Proposal ' . ($increament);
}
}
unset($value);
$row['data'] = array_merge($staticData, $reorderedProposalData, $actionData);
}
$data['table_data']['headers'] = $reorderedHeaders;
$data['table_data']['data'] = $dataRows;
$renumberedArray = $this->renumberProposalKeys($data['proposal_data']['over_all_column_data']);
$updatedDataSet = $this->renumberProposalKeys($data['premium_data']['data']);
$data['proposal_data']['over_all_column_data'] = !empty($renumberedArray) ? $renumberedArray : $data['proposal_data']['over_all_column_data'];
$data['premium_data']['data'] = !empty($updatedDataSet) ? $updatedDataSet : $data['premium_data']['data'];
return $data;
}
private function renumberProposalKeys(array $input): array
{
$result = [];
$counter = 1;
foreach ($input as $key => $value) {
if (strpos($key, 'Proposal') === 0) {
$newKey = 'Proposal ' . $counter++;
$result[$newKey] = $value;
} else {
$result[$key] = $value;
}
}
return $result;
}
//-----RFQ and QCR EXPORT------------------------------------------------------------------------------------------------
@ -791,7 +1123,7 @@ class LeadsController extends BaseController
if ($rfq_data['policy_type_id'] == 2) {
$lead_data = [
'policy_end_date' => $rfq_data['policy_end_date'],
'Insured' => $rfq_data['client_name'],
'Policy Status' => $rfq_data['status'],
@ -804,6 +1136,7 @@ class LeadsController extends BaseController
];
} else if ($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 Inception' => $rfq_data['incept_emp_count'],
'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
@ -816,6 +1149,7 @@ class LeadsController extends BaseController
} else {
if ($rfq_data['policy_type_id'] == 2) {
$lead_data = [
'policy_end_date' => $rfq_data['policy_end_date'],
'Insured' => $rfq_data['client_name'],
'Policy Status' => $rfq_data['status'],
@ -844,6 +1178,7 @@ class LeadsController extends BaseController
];
} else if ($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'],
@ -877,7 +1212,7 @@ class LeadsController extends BaseController
// Start with lead_data at the top
$rowNumber = 1;
$mergeRange1 = "A{$rowNumber}:C{$rowNumber}";
$mergeRange1 = "A{$rowNumber}:B{$rowNumber}";
$sheet->mergeCells($mergeRange1);
$sheet->setCellValue("A{$rowNumber}", "Nhance India Insurance Broking Pvt Ltd");
$sheet->getStyle("A{$rowNumber}")->applyFromArray([
@ -892,13 +1227,13 @@ class LeadsController extends BaseController
]);
// Set column width to fit the image properly
$sheet->getColumnDimension('D')->setWidth(20); // Adjust as needed
$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);
$drawing->setCoordinates("D{$rowNumber}"); // Set position in column B
$drawing->setCoordinates("C{$rowNumber}"); // Set position in column B
$drawing->setHeight(35); // Adjust image height
// Center align the image in the cell
@ -908,8 +1243,8 @@ class LeadsController extends BaseController
$drawing->setWorksheet($sheet);
// Apply center alignment to the cell
$sheet->getStyle("D{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("D{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
$sheet->getStyle("C{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
$sheet->getStyle("C{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
$rowNumber = $rowNumber + 1;
@ -922,7 +1257,7 @@ class LeadsController extends BaseController
// Merge A:B for key and C:D for value
$mergeRangeKey = "A{$rowNumber}:B{$rowNumber}";
$mergeRangeValue = "C{$rowNumber}:D{$rowNumber}";
$mergeRangeValue = "C{$rowNumber}";
$sheet->mergeCells($mergeRangeKey);
$sheet->mergeCells($mergeRangeValue);
@ -955,9 +1290,9 @@ class LeadsController extends BaseController
// Set column width based on max content length (adjusted for padding)
$sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
$sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.2);
$sheet->getColumnDimension('B')->setWidth($maxWidthA * 5);
$sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.2);
$sheet->getColumnDimension('D')->setWidth($maxWidthB * 1.2);
// $sheet->getColumnDimension('D')->setWidth($maxWidthB * 1.2);
// $rowNumber += 2;
@ -1016,7 +1351,7 @@ class LeadsController extends BaseController
}
if ($header['parentHeader'] === 'Particulars') {
$sheet->getColumnDimension('B')->setWidth(40);
$sheet->getColumnDimension('B')->setWidth(80);
}
$startColumn = $columnLetter; // Start of the current header range
@ -1200,7 +1535,7 @@ class LeadsController extends BaseController
}
$lastRow = count($lead_data) + 1;
$leadRange = "A1:D{$lastRow}";
$leadRange = "A1:C{$lastRow}";
$sheet->getStyle($leadRange)->applyFromArray([
'borders' => [
@ -1211,9 +1546,25 @@ class LeadsController extends BaseController
],
]);
// Set filename
$string = ($type == 2) ? 'QCR' : 'RFQ';
$filename = "{$string}_{$rfq_data['client_short_name']}_{$rfq_data['policy_type']}_" . date('YmdHis') . '.xlsx';
$current_year = date('Y');
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
if (!empty($rfq_data['policy_end_date'])){
$policy_expiry = strtotime($lead_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';
}
// Save to temporary location
$uploadFilePath = WRITEPATH . 'tmp/' . $filename;
@ -1693,6 +2044,7 @@ class LeadsController extends BaseController
$propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
$mail_content = $params['mail_content'];
$mail_subject = $params['subject'];
$attachment_file_ids = $params['selected_attachment_files'];
$result_data = [];
// dd($recipient_mail);
@ -1801,7 +2153,7 @@ class LeadsController extends BaseController
['file_path' => $temp_file_path, 'sheets' => []],
['file_path' => $lead_file_path, 'sheets' => []]
];
$outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
$outputPath = dirname($temp_file_path) . '/' . $temp_file_name;
$result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
// print_rr($result);
}
@ -1817,7 +2169,12 @@ class LeadsController extends BaseController
$file_path = $result;
$file_name = basename($result);
// Attacments part
$attachments = [['fileName' => $file_name, 'filePath' => $file_path]];
$other_attachments = $this->handleMultiFileAttachments($attachment_file_ids, $lead_id);
$attachments = array_merge($attachments, $other_attachments);
// print_r($attachments); die;
//get recipient address
if ($recipient_type == 'insurer' || $recipient_type == 'placement') {
@ -1832,13 +2189,20 @@ class LeadsController extends BaseController
// print_r($recipient_data); die;
} else if ($recipient_type == 'client') {
$recipient_data = [['name' => $lead_data['contact_person_name'], 'email' => $lead_data['contact_person_email']]];
$mailIDS = explode(',',$params['contact_mail']);
$recipient_data = [];
foreach ($mailIDS as $mail){
$recipient_data[] = ['name' => $lead_data['contact_person_name'], 'email' => $mail];
}
} else {
$recipient_data = [['name' => "Team", 'email' => $params['to']]];
}
// print_r($recipient_data); die;
$subject = $file_type == 'rfq' ? 'Request for Quotation from ' . $lead_data['client_name'] . ' for ' . $lead_data['policy_type'] : 'Quotation Comparison Report for ' . $lead_data['policy_type'];
$original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>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 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">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 style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
//for mail content
@ -1887,7 +2251,9 @@ class LeadsController extends BaseController
'proposel_data' => json_encode($lead_update_data),
'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'],
@ -2308,7 +2674,6 @@ class LeadsController extends BaseController
$client_policy_data['placement_json'] = $placementJson;
$client_policy_data['policy_terms'] = $this->convertNonEbQCRJsonToPolicyTerms(json_decode($placementJson, true));
}
}
// print_r($client_policy_data); die;
@ -2447,7 +2812,6 @@ class LeadsController extends BaseController
}
return json_encode($terms_array);
} else {
return null;
}
@ -2497,7 +2861,9 @@ class LeadsController extends BaseController
return $this->transformNonEbProposelData(
$jsonData,
$proposel_data['proposel_name'] ?? '',
$proposel_data['insurer_name'] ?? '', null, 1
$proposel_data['insurer_name'] ?? '',
null,
1
);
}, $jsonArray);
@ -2534,6 +2900,13 @@ class LeadsController extends BaseController
$next_year = $current_year + 1;
$policy_year = "$current_year-$next_year";
$policy_expiry = strtotime($lead_data['policy_end_date']);
$formatted_policy = date("d-m-Y",$policy_expiry);
$logged_user_id = get_session_userid();
$logged_user_data = $this->userModel->where("id",$logged_user_id)->where("is_active",1)->first();
if ($lead_data) {
// Replacing placeholders with actual values
@ -2543,6 +2916,11 @@ class LeadsController extends BaseController
$message = str_replace("{{POLICY_TYPE}}", $lead_data['policy_type'] ?? "Insurance Policy", $message);
$message = str_replace("{{RFQ_OR_QCR}}", $page_name, $message);
$message = str_replace("{{POLICY_YEAR}}", $policy_year, $message);
$message = str_replace("{{POLICY_END_DATE}}"," (Due On ".$formatted_policy.")",$message);
$message = str_replace("{{LOGGED_USER_NAME}}",ucfirst($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);
return $message;
} else {
@ -2550,6 +2928,7 @@ class LeadsController extends BaseController
}
}
function getLastFiveFinancialYears()
{
$currentYear = date('Y');
@ -2579,6 +2958,7 @@ class LeadsController extends BaseController
$this->loadLayout('view_rfq_non_eb');
}
// get lead data for edit bot EB and NON-EB
public function getLeadNonEB($type, $id = null)
{
// Set basic data
@ -2606,9 +2986,15 @@ class LeadsController extends BaseController
->where('user_profiles.is_active', 1)
->findAll();
if (!empty($id)) {
$data['lead_edit_data'] = $this->leadsModel->where('id', $id)->first() ?? [];
$data['lead_edit_data']['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
$data['lead_edit_data']['lead_file_count'] = count($data['lead_edit_data']['multi_file_data']);
// Decode and merge custom fields if present
$custom_fields_data = !empty($data['lead_edit_data']['custom_fields'])
? json_decode($data['lead_edit_data']['custom_fields'], true)
@ -2619,7 +3005,7 @@ class LeadsController extends BaseController
}
if (!empty($data['lead_edit_data'])) {
foreach (['policy_start_date', 'policy_end_date', 'incurred_claims_date', 'premium_date'] as $dateField) {
foreach (['policy_start_date', 'policy_end_date', 'source_policy_start_date', 'source_policy_end_date', 'incurred_claims_date'] as $dateField) {
$data['lead_edit_data'][$dateField] = !empty($data['lead_edit_data'][$dateField])
? change_date_format($data['lead_edit_data'][$dateField], 'Y-m-d', 'd/m/Y')
: null;
@ -2633,6 +3019,9 @@ class LeadsController extends BaseController
$data['lead_edit_data']['policy_type_id'] ?? null,
$data
) ?? "";
$html = view('rfq/multi_files', $data);
$data['lead_edit_data']['multi_file_html'] = trim($html) !== '' ? $html : null;
}
if ($data['lead_edit_data']['lead_type'] != 1 && $data['lead_edit_data']['lead_form_type'] == 2) {
@ -3080,7 +3469,6 @@ class LeadsController extends BaseController
if (!($key === 0 && !$hasPolicy)) {
$columnLetter++;
}
}
$rowNumber++;
$serial_no++;
@ -3477,19 +3865,33 @@ class LeadsController extends BaseController
return $data;
}
// function getPreviousColumn($columnLetter)
// {
// $colIndex = Coordinate::columnIndexFromString($columnLetter);
// if ($colIndex > 1) {
// $colIndex--;
// }
// return Coordinate::stringFromColumnIndex($colIndex);
// }
function getPreviousColumn($columnLetter, $decrement = 1) {
public function getPreviousColumn($columnLetter, $decrement = 1)
{
$colIndex = Coordinate::columnIndexFromString($columnLetter);
$colIndex = max(1, $colIndex - $decrement); // ensure column index doesn't go below 1
return Coordinate::stringFromColumnIndex($colIndex);
}
public function handleMultiFileAttachments($json_string, $lead_id)
{
$attachments = [];
if (!empty($json_string)) {
$fileIds = json_decode($json_string, true);
$lead_file_path = WRITEPATH . 'uploads/lead_files/';
foreach ($fileIds as $id) {
$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']
];
}
}
}
return $attachments;
}
}

29
app/Controllers/TicketController.php
View File

@ -122,6 +122,7 @@ class TicketController extends BaseController
'((CLAIM_FORM_LINK))' => 'claim_form_link',
'((CLAIM_FEEDBACK_FORM))' => 'claim_feedback_form',
'((SETTLED_LETTER))' => 'settle_letter',
'((APPROVED_LETTER))' => 'approved_letter',
];
$this->extraFields = [
1 => ['non_id_reason'],
@ -774,13 +775,20 @@ class TicketController extends BaseController
{
// log_message('error','Function called');die();
// $ticket_master_id = $this->request->getPost('id');
$user_id = get_session_userid();
$logged_user = $this->userModel->select('first_name,last_name,profile')->where('id', $user_id)->first();
$dataToSend = [];
$dataToSend['user_name'] = $logged_user['first_name'] . ' ' . $logged_user['last_name'];
$dataToSend['messages'] = $this->ticketMessageModel->where('is_active', 1)
->where('ticket_id', $ticket_master_id)->orderBy('created_at', 'DESC')
$user_id = get_session_userid();
// $logged_user = $this->userModel->select('first_name,last_name,profile')->where('id', $user_id)->first();
// $dataToSend['user_name'] = $logged_user['first_name'] . ' ' . $logged_user['last_name'];
$dataToSend['messages'] = $this->ticketMessageModel
->select('ticket_messages.*,up.first_name as user_name')
->join('user_profiles up', 'up.id = ticket_messages.created_by', 'left')
->where('ticket_messages.is_active', 1)
->where('ticket_messages.ticket_id', $ticket_master_id)
->orderBy('ticket_messages.created_at', 'DESC')
->findAll();
foreach ($dataToSend['messages'] as $message) {
$mail_content_converted = $this->convertHtmlToText($message['mail_content']);
$message['mail_content'] = $mail_content_converted;
@ -907,6 +915,8 @@ class TicketController extends BaseController
$replaceData = '<a href="' . base_url('claims-feedback-form/' . md5($ticket_data['id'])) . '" target="_blank">Click to open Claim Feedback Form</a>';
} else if ($value == "settle_letter"){
$replaceData = '<a href="' . $ticket_data['settle_letter'] . '" target="_blank"> View Settlement Letter </a>';
}else if ($value == "approved_letter"){
$replaceData = '<a href="' . $ticket_data['approved_letter'] . '" target="_blank"> View Approved Letter </a>';
}else {
$replaceData = isset($ticket_data[$value]) ? $ticket_data[$value] : '';
}
@ -1034,7 +1044,7 @@ class TicketController extends BaseController
th.old_value,
th.new_value,
th.created_at,
CONCAT(creator.first_name, ' ', creator.last_name) as modified_by,
CONCAT_WS(' ', creator.first_name, creator.last_name) AS modified_by,
-- Claim Status
old_status.claim_status as old_status_value,
new_status.claim_status as new_status_value,
@ -1094,6 +1104,7 @@ class TicketController extends BaseController
ORDER BY
th.created_at DESC";
$data = $this->ticketHistoryModel->query($sql)->getResultArray();
// dd(db_connect()->getLastQuery());
$priorityType = $this->priorityType;
$relationshipType = $this->relationshipType;
$modeOFIntimate = $this->modeOFIntimate;
@ -1228,7 +1239,7 @@ class TicketController extends BaseController
if ($policy_type == 1){
$viewData['column_order'] = [
'ACM_NAME', 'ID NOT GENERATED', 'NON ID', 'CDA', 'INFORMATION REQUIRED',
'UNDER PROCESS - CLAIM NO. UPDATION', 'UNDER PROCESS - INVESTIGATION STATUS',
'UNDER PROCESS - CLAIM NO. UPDATION',
'UNDER PROCESS - QUERY DOCUMENT RECEIVED', 'APPROVED', 'PAYMENT INITIATED',
'TOTAL'
];
@ -1247,7 +1258,7 @@ class TicketController extends BaseController
}else{
$viewData['column_order'] = [
'ACM_NAME', 'CLAIM INTIMATION', 'INTIMATION TO INSURER', 'CLIENT PENDING',
'INSURER PENDING','INVESTIGATION','APPROVED','ON HOLD','TOTAL', 'NOT COVERED',
'INSURER PENDING','INVESTIGATION','APPROVED','TOTAL', 'NOT COVERED',
'CLOSED', 'SETTLED', 'CLEARED_TOTAL'
];
$ordered_data = [];
@ -1269,7 +1280,7 @@ class TicketController extends BaseController
$viewData['column_order'] = [
'TPA_NAME', 'NON ID', 'ID NOT GENERATED', 'CDA', 'INFORMATION REQUIRED',
'UNDER PROCESS - CLAIM NO. UPDATION', 'UNDER PROCESS - INVESTIGATION STATUS',
'UNDER PROCESS - CLAIM NO. UPDATION',
'UNDER PROCESS - QUERY DOCUMENT RECEIVED', 'APPROVED', 'PAYMENT INITIATED',
'TOTAL', 'SETTLED', 'CLOSED', 'CANCELLED', 'RETURNED', 'CLEARED_TOTAL'
];

26
app/Helpers/ExcelMergeHelper.php
View File

@ -17,10 +17,13 @@ class ExcelMergeHelper {
{
try {
log_message('debug', 'Attempting merge with original file order');
// echo "Attempting merge with original file order\n";
return self::processFiles($filePaths, $outputPath);
} catch (Exception $e) {
log_message('error', 'First attempt failed: ' . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine());
// echo "First attempt failed: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine() . "\n";
log_message('debug', 'Retrying with reversed file order');
// echo "Retrying with reversed file order\n";
// Reverse the file order and try again
$reversedFiles = array_reverse($filePaths);
@ -29,6 +32,7 @@ class ExcelMergeHelper {
return self::processFiles($reversedFiles, $outputPath);
} catch (Exception $e2) {
log_message('error', 'Both attempts failed. Last error: ' . $e2->getMessage() . ' in ' . $e2->getFile() . ' on line ' . $e2->getLine());
// echo "Both attempts failed. Last error: " . $e2->getMessage() . ' in ' . $e2->getFile() . ' on line ' . $e2->getLine() . "\n";
return null;
}
}
@ -45,7 +49,9 @@ class ExcelMergeHelper {
private static function processFiles(array $filePaths, string $outputPath): string
{
log_message('debug', 'Starting Excel merge process');
// echo "Starting Excel merge process\n";
log_message('debug', 'Files to process: ' . json_encode($filePaths));
// echo "Files to process: " . json_encode($filePaths) . "\n";
if (empty($filePaths)) {
throw new Exception("No files provided to merge");
@ -66,6 +72,7 @@ class ExcelMergeHelper {
// Save the merged file
log_message('debug', "Saving merged file to: {$outputPath}");
// echo "Saving merged file to: {$outputPath}\n";
$writer = IOFactory::createWriter($mergedSpreadsheet, 'Xlsx');
$writer->setPreCalculateFormulas(false);
$writer->save($outputPath);
@ -76,6 +83,7 @@ class ExcelMergeHelper {
gc_collect_cycles();
log_message('debug', 'Excel merge process completed successfully');
// echo "Excel merge process completed successfully\n";
return $outputPath;
}
@ -87,15 +95,17 @@ class ExcelMergeHelper {
* @param int|null $index
* @throws Exception
*/
private static function processSingleFile(array $fileInfo, Spreadsheet $mergedSpreadsheet, int $index = null)
private static function processSingleFile(array $fileInfo, Spreadsheet $mergedSpreadsheet, ?int $index = null)
{
if (!isset($fileInfo['file_path']) || !file_exists($fileInfo['file_path'])) {
$path = $fileInfo['file_path'] ?? 'undefined';
log_message('error', "File " . ($index ?? 'base') . ": Invalid or missing file path: {$path}");
// echo "File " . ($index ?? 'base') . ": Invalid or missing file path: {$path}\n";
return;
}
log_message('debug', "Processing file " . ($index ?? 'base') . ": " . $fileInfo['file_path']);
// echo "Processing file " . ($index ?? 'base') . ": " . $fileInfo['file_path'] . "\n";
try {
// Load the source spreadsheet
@ -105,6 +115,7 @@ class ExcelMergeHelper {
$worksheets = $sourceSpreadsheet->getAllSheets();
$totalSheets = count($worksheets);
log_message('debug', "Total sheets in file: " . $totalSheets);
// echo "Total sheets in file: " . $totalSheets . "\n";
$sheetsToMerge = $fileInfo['sheets'] ?? [];
@ -114,26 +125,30 @@ class ExcelMergeHelper {
try {
$sheetName = $worksheet->getTitle();
log_message('debug', "Processing sheet: {$sheetName}");
// echo "Processing sheet: {$sheetName}\n";
// Generate unique sheet name before cloning
$newName = $sheetName;
$counter = 1;
while (in_array($newName, $mergedSpreadsheet->getSheetNames())) {
$newName = $sheetName . "_" . $counter++;
// $newName = $sheetName . "_" . $counter++;
log_message('debug', "Sheet name already exists. Trying new name: {$newName}");
// echo "Sheet name already exists. Trying new name: {$newName}\n";
}
// Clone the worksheet and set the new name
$clonedSheet = clone $worksheet;
$clonedSheet->setTitle($newName);
// $clonedSheet = clone $worksheet;
// $clonedSheet->setTitle($newName);
// Add as external sheet
$mergedSpreadsheet->addExternalSheet($clonedSheet);
$mergedSpreadsheet->addExternalSheet($worksheet);
log_message('debug', "Successfully added sheet: {$newName}");
// echo "Successfully added sheet: {$newName}\n";
} catch (Exception $e) {
log_message('error', "Error processing sheet {$sheetName} as new name {$newName}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine());
// echo "Error processing sheet {$sheetName} as new name {$newName}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine() . "\n";
}
}
}
@ -145,6 +160,7 @@ class ExcelMergeHelper {
} catch (Exception $e) {
log_message('error', "Error processing file {$fileInfo['file_path']}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine());
// echo "Error processing file {$fileInfo['file_path']}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine() . "\n";
}
}
}

55
app/Models/LeadFilesModel.php Normal file
View File

@ -0,0 +1,55 @@
<?php
namespace App\Models;
use CodeIgniter\Model;
class LeadFilesModel extends Model
{
protected $table = 'lead_files';
protected $primaryKey = 'id';
protected $allowedFields = [
'id',
'lead_id',
'docs_name',
'file_name',
'created_by',
'updated_by',
'created_at',
'updated_at',
'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;
}
}

6
app/Models/LeadsModel.php
View File

@ -87,6 +87,12 @@ class LeadsModel extends Model
'lead_form_type',
'custom_fields',
'source_policy_start_date',
'source_policy_end_date',
'payment_date',
'is_cd'
];

15
app/Models/UserModel.php
View File

@ -134,5 +134,20 @@ class UserModel extends Model
->getResultArray();
}
public function getexclusiveUserListForRFQ(){
$data = $this->db->table('user_profiles')
->select('user_profiles.*,user_teams.team_id')
->select('roles.role as user_role')
->join('roles', 'roles.id = user_profiles.role')
->join('user_teams', 'user_teams.user_id = user_profiles.id')
->get()
->getResultArray();
// dd($data);
return $data;
}
}
?>

2
app/Views/chatbot.php
View File

@ -41,7 +41,7 @@
origin: "mobile", // origin
emp_code:"HTL-007",
client_id:159,
client_branch_id:125
client_branch_id:126
}
};

3
app/Views/layout/header.php
View File

@ -80,6 +80,9 @@
<script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/jquery/3.6.0/jquery.min.js"></script>
<script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/slick-carousel/1.8.1/slick.min.js"></script>
<!-- srinivas -->
<link href="https://cdn.jsdelivr.net/gh/gitbrent/bootstrap4-toggle@3.6.1/css/bootstrap4-toggle.min.css" rel="stylesheet">
<script src="https://cdn.jsdelivr.net/gh/gitbrent/bootstrap4-toggle@3.6.1/js/bootstrap4-toggle.min.js"></script>
<script src="https://editor.unlayer.com/embed.js"></script>
<!-- MD5 Hash Start -->

201
app/Views/leads_form.php
View File

@ -162,6 +162,16 @@
</select>
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="source_policy_start_date">Source Policy Start Date<span class="text-danger"></span></label>
<input type="text" class="form-control readonly-select" id="source_policy_start_date" name="source_policy_start_date" readonly>
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="source_policy_end_date">Source Policy End Date<span class="text-danger"></span></label>
<input type="text" class="form-control" id="source_policy_end_date" name="source_policy_end_date" readonly>
</div>
<div class="form-group col-md-3">
<label for="pan">PAN<span class="text-danger"></span></label>
<input type="text" class="form-control" id="pan" placeholder="Enter PAN Number"
@ -228,9 +238,9 @@
<div class="form-row">
<div class="form-group col-md-3">
<label for="salse_person_id">Sales Person<span class="text-danger">*</span></label>
<label for="salse_person_id">Salse Person<span class="text-danger">*</span></label>
<select class="form-control" id="salse_person_id" name="salse_person_id" multiple required>
<option value="">Select Sales Person</option>
<option value="">Select Salse Person</option>
<?php if (isset($salse_team)) { ?>
<?php foreach ($salse_team as $value) { ?>
<option value="<?= $value['id']; ?>">
@ -343,24 +353,24 @@
1); // Set end date to last day of selected year
policy_end_datePicker.setDate(policy_end_date);
console.log('this object', this);
console.log('id of this element:', this.element);
console.log('id of this element:', this.element.id);
// console.log('this object', this);
// console.log('id of this element:', this.element);
// console.log('id of this element:', this.element.id);
let increment = this.element.id.split('_').pop();
console.log(increment); // Outputs: 1
// let increment = this.element.id.split('_').pop();
// console.log(increment); // Outputs: 1
console.log('increment', increment);
console.log('policy_start_datePicker selectedDates', selectedDates);
console.log('policy_start_datePicker incurred_claim_date_', $(
"#incurred_claim_date_" + increment).val());
// console.log('increment', increment);
// console.log('policy_start_datePicker selectedDates', selectedDates);
// console.log('policy_start_datePicker incurred_claim_date_', $(
// "#incurred_claim_date_" + increment).val());
// Recalculate policy_run_days if incurred claim date is already selected
if ($("#incurred_claim_date_" + increment).val()) {
console.log('policy_start_datePicker selectedDates', selectedDates);
calculatePolicyRunDays(increment);
}
// if ($("#incurred_claim_date_" + increment).val()) {
// console.log('policy_start_datePicker selectedDates', selectedDates);
// calculatePolicyRunDays(increment);
// }
}
});
}
@ -369,6 +379,11 @@
dateFormat: "d/m/Y",
allowInput: false
});
document.getElementById('source_policy_start_date').readOnly = true;
document.getElementById('source_policy_end_date').readOnly = true;
$('#source_policy_start_date, #source_policy_end_date').addClass('readonly-select');
});
console.log('increment count for insurer and tpa ', increment);
@ -453,7 +468,7 @@
updateRenewalFields(dataIncrement);
let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
let premium_date_id = 'premium_date_' + dataIncrement;
// let premium_date_id = 'premium_date_' + dataIncrement;
var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
dateFormat: "d/m/Y",
@ -466,11 +481,7 @@
let increment = this.input.id.split('_').pop();
console.log('Extracted increment:', increment);
var policyStartDate = $("#policy_start_date_" + increment)
.length ?
$("#policy_start_date_" + increment) :
$("#policy_start_date");
var policyStartDate = $("#source_policy_start_date");
console.log('Selected Dates:', selectedDates);
console.log('policy start date instance', policyStartDate)
console.log('Policy Start Date:', policyStartDate.val());
@ -482,10 +493,10 @@
}
});
var premium_date_datepicker = flatpickr("#" + premium_date_id, {
dateFormat: "d/m/Y",
allowInput: false
});
// var premium_date_datepicker = flatpickr("#" + premium_date_id, {
// dateFormat: "d/m/Y",
// allowInput: false
// });
$('#proposed_insurer_' + dataIncrement).select2();
$('#proposed_tpa_' + dataIncrement).select2();
@ -651,6 +662,12 @@
if (res.status === true && res.data) {
console.log("res.data.source_policy_start_date", res.data.source_policy_start_date)
console.log("res.data.source_policy_end_date", res.data.source_policy_end_date)
$('#source_policy_start_date').val(res.data.source_policy_start_date);
$('#source_policy_end_date').val(res.data.source_policy_end_date);
for (let i = 1; i <= increment_count; i++) {
$(`#policy_type_id`).removeClass('readonly-select ').select2();
@ -682,6 +699,7 @@
$(`#proposed_tpa_${i}`).addClass('readonly-select ').select2('destroy');
}
} else {
console.warn('Invalid response:', res.message || 'Unknown error');
// Reset fields if response is invalid
@ -694,6 +712,7 @@
}
}
// Hide loader
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
@ -787,7 +806,7 @@
updateRenewalFields(dataIncrement);
let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
let premium_date_id = 'premium_date_' + dataIncrement;
// let premium_date_id = 'premium_date_' + dataIncrement;
var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
dateFormat: "d/m/Y",
@ -800,10 +819,7 @@
let increment = this.input.id.split('_').pop();
console.log('Extracted increment:', increment);
var policyStartDate = $("#policy_start_date_" + increment).length ?
$("#policy_start_date_" + increment) :
$("#policy_start_date");
var policyStartDate = $("#source_policy_start_date");
console.log('Selected Dates:', selectedDates);
console.log('policy start date instance', policyStartDate)
console.log('Policy Start Date:', policyStartDate.val());
@ -815,10 +831,10 @@
}
});
var premium_date_datepicker = flatpickr("#" + premium_date_id, {
dateFormat: "d/m/Y",
allowInput: false
});
// var premium_date_datepicker = flatpickr("#" + premium_date_id, {
// dateFormat: "d/m/Y",
// allowInput: false
// });
$('#proposed_insurer_' + dataIncrement).select2();
$('#proposed_tpa_' + dataIncrement).select2();
@ -917,11 +933,7 @@
<div id="appendArea_${increment}" class = "form-group col-md-12 appendArea"></div>
<div class="form-group col-md-3">
<label for="file_upload">File Upload<span class="text-danger"></span></label>
<input type="file" class="form-control" id="file_name_${increment}" name="file_name[]" accept=".xls,.xlsx">
<span class="text-danger" id="file_name_display"></span>
</div>
<div id="multiFileAppendArea_${increment}"></div>
<div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
@ -931,6 +943,8 @@
container.appendChild(newRow);
//append mutli file html
addFileField(increment);
var lead_type = $('#lead_type').val();
leadTypeBsedHideAndShow(lead_type)
@ -970,16 +984,16 @@
console.log(increment); // Outputs: 1
console.log('increment', increment);
console.log('policy_start_datePicker selectedDates', selectedDates);
console.log('policy_start_datePicker incurred_claim_date_', $("#incurred_claim_date_" +
increment).val());
// console.log('increment', increment);
// console.log('policy_start_datePicker selectedDates', selectedDates);
// console.log('policy_start_datePicker incurred_claim_date_', $("#incurred_claim_date_" +
// increment).val());
// Recalculate policy_run_days if incurred claim date is already selected
if ($("#incurred_claim_date_" + increment).val()) {
console.log('policy_start_datePicker selectedDates', selectedDates);
calculatePolicyRunDays(increment);
}
// if ($("#incurred_claim_date_" + increment).val()) {
// console.log('policy_start_datePicker selectedDates', selectedDates);
// calculatePolicyRunDays(increment);
// }
}
});
}
@ -1053,10 +1067,7 @@
console.log('calculatePolicyRunDays function called');
console.log('increment', increment);
var policyStartDate = $("#policy_start_date_" + increment).length ?
$("#policy_start_date_" + increment) :
$("#policy_start_date");
var policyStartDate = $("#source_policy_start_date");
var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
@ -1064,9 +1075,9 @@
console.log('incurredClaimDate', incurredClaimDate)
if (policyStartDate && incurredClaimDate) {
var timeDiff = incurredClaimDate - policyStartDate; // Time difference in milliseconds
var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds
console.log('timeDiff', timeDiff);
var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24)); // Convert to days and add 1
var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
console.log('daysDiff', daysDiff);
$("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
}
@ -1106,7 +1117,8 @@
// ------------------------------------------------------------------------------------------
// Prevent division by zero in incurred claim ratio calculation
let incurred_claim_ratio = annualised_claims > 0 ? incurred_claims / annualised_claims : 0;
let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
let incurred_claim_ratio = annualised_claims > 0 ? annualised_claims / premium_as_on_date : 0;
let incurred_claim_ratio_roundoff = Math.round(incurred_claim_ratio);
console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
@ -1118,7 +1130,7 @@
console.log('earned_premium', earned_premium);
// Prevent division by zero in earned claims ratio calculation
let earned_claims_ratio = earned_premium > 0 ? incurred_claims / earned_premium : 0;
let earned_claims_ratio = earned_premium > 0 ? annualised_claims / earned_premium : 0;
let earned_claims_ration_roundoff = Math.round(earned_claims_ratio);
console.log('earned_claims_ratio', earned_claims_ratio);
@ -1130,6 +1142,8 @@
let increment = input.id.split('_').pop(); // Extract the increment part
console.log('increment', increment);
let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
// Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
console.log('premium_at_inception', premium_at_inception);
@ -1138,13 +1152,76 @@
console.log('policy_run_days', policy_run_days);
// Prevent division by zero and calculate earned premium
let earned_premium = policy_run_days > 0 ? premium_at_inception / policy_run_days : 0;
let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
console.log('earned_premium', earned_premium);
let earned_premium_roundoff = Math.round(earned_premium);
// Set the calculated value with two decimal places
$('#earned_premium_' + increment).val(earned_premium_roundoff);
}
$(document).on("input", "#incept_emp_count, #incept_dept_count, #renewal_emp_count, #renewal_dept_count, #exp_emp_count, #exp_dept_count", function() {
calculateTotalLives(this);
});
function calculateTotalLives(input) {
var lead_type = $('#lead_type').val();
if (lead_type == 1) {
let formRow = input.closest('.form-row');
if (formRow) {
// Get the employee count and dependent count within the same row
let empCountInput = formRow.querySelector('[name="incept_emp_count[]"]');
let depCountInput = formRow.querySelector('[name="incept_dept_count[]"]');
let totalLivesInput = formRow.querySelector('[name="incept_no_of_lives[]"]');
// Parse the input values as integers, defaulting to 0 if empty
let empCount = empCountInput ? parseInt(empCountInput.value) || 0 : 0;
let depCount = depCountInput ? parseInt(depCountInput.value) || 0 : 0;
// Calculate total lives
let totalLives = empCount + depCount;
// Set the total lives input value
if (totalLivesInput) {
totalLivesInput.value = totalLives;
}
}
} else {
console.log("Function Called");
if (input.id === "incept_emp_count" || input.id === "incept_dept_count") {
var incept_emp_count = parseInt($("#incept_emp_count").val()) || 0;
var incept_dept_count = parseInt($("#incept_dept_count").val()) || 0;
var totalCount = incept_emp_count + incept_dept_count;
$("#incept_no_of_lives").val(totalCount);
} else if (input.id === "renewal_emp_count" || input.id === "renewal_dept_count") {
var renewal_emp_count = parseInt($("#renewal_emp_count").val()) || 0;
var renewal_dept_count = parseInt($("#renewal_dept_count").val()) || 0;
var totalCount = renewal_emp_count + renewal_dept_count;
$("#renewal_no_of_lives").val(totalCount);
} else {
var exp_emp_count = parseInt($("#exp_emp_count").val()) || 0;
var exp_dept_count = parseInt($("#exp_dept_count").val()) || 0;
var totalCount = exp_emp_count + exp_dept_count;
$("#exp_no_of_lives").val(totalCount);
}
}
}
//------------------------ FORM SUBMIT ---------------------------------------------------------------------------------
$("#leads_form_id").submit(function(event) {
@ -1452,7 +1529,7 @@
$('.freshFields').find('select, input').attr('required', 'required');
$('.freshFields').show();
$('.proposed_div').hide().find('select, input').removeAttr('required');
// $('.proposed_div').hide().find('select, input').removeAttr('required');
if (resetValues) {
@ -1486,11 +1563,15 @@
$('.renewalFields').show();
$('.renewalFields').find('select, input').attr('required', 'required');
$('.proposed_div').show().find('select, input').attr('required', 'required');
// $('.proposed_div').show().find('select, input').attr('required', 'required');
$('#policy_end_date').removeAttr('required');
$('#policy_start_date').removeAttr('required');
$('#claims').removeAttr('required');
$('#source_policy_start_date').attr('readonly', 'readonly');
$('#source_policy_end_date').attr('readonly', 'readonly');
console.log('readonly set', $('#source_policy_start_date').prop('readonly')); // should print true
if (resetValues) {
@ -1540,4 +1621,8 @@
}
});
}
//-----------------------------------------------------------------------------------------------------------
</script>

193
app/Views/leads_form_handler.php
View File

@ -86,6 +86,8 @@ if (isset($selected_lead_type)) {
var temp_client_id = 0;
var temp_branch_id = 0;
var selected_lead_form_type = <?= isset($selected_lead_type) ? $selected_lead_type : 0 ?>;
var fileIndex = 1; // Initialize index
// select2 document ready
$(document).ready(function() {
@ -327,6 +329,127 @@ if (isset($selected_lead_type)) {
}
// --------------------------------------------------------------------------------------------------------
function addFileField(increment) {
console.log('addFileField function called');
const container = document.getElementById(`multiFileAppendArea_${increment}`);
if (!container) return;
const div = document.createElement("div");
div.className = "form-row d-flex align-items-end";
div.setAttribute("id", `fileField_${fileIndex}`);
let isFirstField = container.childElementCount === 0; // Check if it's the first field
let placeholder = isFirstField ? 'First file must be Demography.' : '';
let accept = isFirstField ? '.xls,.xlsx' : '';
if(selected_lead_form_type != 1){
placeholder = '';
accept = '';
}
div.innerHTML = `
<div class="form-group col-md-5">
<label>Document Name<span class="text-danger"></span></label>
<input type="text" class="form-control" name="docs_name_${increment}[]" placeholder="${placeholder}">
</div>
<div class="form-group col-md-5">
<label>File Upload<span class="text-danger"></span></label>
<input type="file" class="form-control" id="file_name_${fileIndex}" name="file_name_${increment}[]" accept="${accept}">
</div>
<div class="col-md-2" style="position: relative; bottom: 16px;">
<button type="button" class="btn btn-danger" onclick="removeFileField(${fileIndex})">x</button>
<button type="button" class="btn btn-primary" onclick="addFileField(${increment})">+</button>
</div>
`;
container.appendChild(div);
fileIndex++;
}
function removeFileField(index, lead_file_id = null) {
if(index == 1){
toastr.warning("You can't remove the first file field", 'WARNING');
return false;
}
if(lead_file_id != null) {
Swal.fire({
title: "Do you want to remove this file?",
// text: "Do you want Save this!",
icon: "warning",
showCancelButton: true,
confirmButtonColor: "#3085d6",
cancelButtonColor: "#d33",
confirmButtonText: "Yes, Procced!"
}).then((result) => {
if (result.isConfirmed) {
let url = '<?= base_url('util/removeMultiFile') ?>';
let requestData = {
lead_file_id: lead_file_id
};
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
// Send AJAX request
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
console.log('Data fetched successfully:', response);
if (response.status == true) {
toastr.success(response.message, 'SUCCESS');
//remove the file field
const field = document.getElementById(`fileField_${index}`);
if(index != 1){
if (field) field.remove();
}
} else {
toastr.error(response.message, 'WARNING');
}
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}, function(xhr, status, error) {
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
console.error('Error fetching data:', error);
console.error(xhr.responseText);
toastr.error('An error occurred while checking the CD amount.', 'ERROR');
});
}else{
return false;
}
});
}else{
const field = document.getElementById(`fileField_${index}`);
if(index != 1){
if (field) field.remove();
}
}
}
function showFileName(input, index) {
if (input.files.length > 0) {
document.getElementById(`file_name_display_${index}`).textContent = input.files[0].name;
} else {
document.getElementById(`file_name_display_${index}`).textContent = "No file chosen";
}
}
</script>
@ -334,10 +457,11 @@ if (isset($selected_lead_type)) {
<?php if (isset($lead_edit_data)) { ?>
<script>
setTimeout(function(){
$(document).ready(async function () {
handleEbAndNonEbEdit(
<?= json_encode($lead_edit_data, JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>);
}, 1000)
<?= json_encode($lead_edit_data, JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>
);
});
function handleEbAndNonEbEdit(data){
if(data.lead_form_type == 1){
@ -349,10 +473,15 @@ if (isset($selected_lead_type)) {
function dynamicLeadsDataForEdit(data) {
try {
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
console.log('########### THIS IS EB LEAD ###############')
console.log('Received data:', data);
let dataIncrement = 1;
fileIndex = data.lead_file_count + 1;
if (!data || typeof data !== 'object') {
console.error('Invalid data received for editing.');
@ -362,12 +491,22 @@ if (isset($selected_lead_type)) {
$('.btnDiv').hide();
$('#appendArea_' + dataIncrement).empty();
if (data.html) {
$('#appendArea_' + dataIncrement).append(data.html);
} else {
console.warn('HTML content missing in data.');
}
if (data.multi_file_html && data.multi_file_html != '') {
$('#multiFileAppendArea_' + dataIncrement).empty();
setTimeout(function(){
$('#multiFileAppendArea_' + dataIncrement).append(data.multi_file_html);
}, 2000)
} else {
console.warn('MULTI FILE HTML content missing in data.');
}
let policy_type_id = data.policy_type_id || null;
let lead_type = data.lead_type || null;
@ -378,6 +517,10 @@ if (isset($selected_lead_type)) {
leadTypeBsedHideAndShow(lead_type);
$('.loader').fadeIn();
$('.loader-mask').fadeIn();
if (lead_type == 1) {
$('.claim-row').hide();
} else {
@ -389,10 +532,10 @@ if (isset($selected_lead_type)) {
$('.gpaClaimFileds').hide();
$('.lifeClaimFields').show();
} else {
updateRenewalFields(dataIncrement);
// updateRenewalFields(dataIncrement);
let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
let premium_date_id = 'premium_date_' + dataIncrement;
// let premium_date_id = 'premium_date_' + dataIncrement;
if ($('#' + incurred_claim_date_id).length) {
flatpickr("#" + incurred_claim_date_id, {
@ -401,10 +544,7 @@ if (isset($selected_lead_type)) {
onChange: function (selectedDates) {
try {
let increment = this.input.id.split('_').pop();
let policyStartDate = $("#policy_start_date_" + increment).length
? $("#policy_start_date_" + increment)
: $("#policy_start_date");
let policyStartDate = $("#source_policy_start_date");
if (policyStartDate.val()) {
calculatePolicyRunDays(increment);
}
@ -417,15 +557,16 @@ if (isset($selected_lead_type)) {
console.warn(`Incurred claim date field #${incurred_claim_date_id} not found.`);
}
if ($('#' + premium_date_id).length) {
flatpickr("#" + premium_date_id, {
dateFormat: "d/m/Y",
allowInput: false
});
} else {
console.warn(`Premium date field #${premium_date_id} not found.`);
}
// if ($('#' + premium_date_id).length) {
// flatpickr("#" + premium_date_id, {
// dateFormat: "d/m/Y",
// allowInput: false
// });
// } else {
// console.warn(`Premium date field #${premium_date_id} not found.`);
// }
// console.log($('#proposed_insurer_' + dataIncrement).length);
$('#proposed_insurer_' + dataIncrement).select2();
$('#proposed_tpa_' + dataIncrement).select2();
}
@ -451,6 +592,8 @@ if (isset($selected_lead_type)) {
$('#client_branch_id').val(data.client_branch_id || '').change();
setTimeout(() => {
$('#source_policy_id').val(data.source_policy_id || '');
$('#source_policy_end_date').val(data.source_policy_end_date || '');
$('#source_policy_start_date').val(data.source_policy_start_date || '');
$('#pan').val(data.pan || '');
$('#gst').val(data.gst || '');
$('#branch_name').val(data.branch_name || '');
@ -463,7 +606,7 @@ if (isset($selected_lead_type)) {
$('.loader-mask').delay(350).fadeOut('slow');
}, 1000);
}, 1000);
}, 1000);
}, 5000);
let insurer = (data.insurer_branch_id && data.insurer_id)
? `${data.insurer_branch_id}-${data.insurer_id}`
@ -490,6 +633,8 @@ if (isset($selected_lead_type)) {
}
} catch (error) {
console.error('Error in dynamicLeadsDataForEdit function:', error);
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}
}
@ -498,6 +643,7 @@ if (isset($selected_lead_type)) {
console.log('########### THIS IS NON EB LEAD ###############')
console.log('Received data:', data);
let dataIncrement = 1;
fileIndex = data.lead_file_count + 1;
if (!data || typeof data !== 'object') {
console.error('Invalid data received for editing.');
@ -505,6 +651,8 @@ if (isset($selected_lead_type)) {
}
$('#appendArea').empty();
$('#multiFileAppendArea_' + dataIncrement).empty();
if (data.html) {
$('#appendArea').append(data.html);
@ -512,6 +660,15 @@ if (isset($selected_lead_type)) {
console.warn('HTML content missing in data.');
}
if (data.multi_file_html) {
console.log(data.multi_file_html);
setTimeout(function(){
$('#multiFileAppendArea_' + dataIncrement).append(data.multi_file_html);
}, 2000)
} else {
console.warn('MULTI FILE HTML content missing in data.');
}
let policy_type_id = data.policy_type_id || null;
let lead_type = data.lead_type || null;

10
app/Views/leads_non_eb.php
View File

@ -290,14 +290,18 @@ hr.solid {
<hr>
<div id="multiFileAppendArea_1"></div>
<hr>
<!-- other row -->
<div class="form-row">
<div class="form-group col-md-3">
<!-- <div class="form-group col-md-3">
<label for="file_upload">File Upload<span class="text-danger"></span></label>
<input type="file" class="form-control" id="file_name" name="file_name" accept=".xls,.xlsx">
<span class="text-danger" id="file_name_display"></span>
</div>
</div> -->
<div class="form-group col-md-3">
<label for="salse_person_id">Sales Person<span class="text-danger">*</span></label>
@ -370,6 +374,8 @@ $(document).ready(function(){
dateFormat: "d/m/Y",
allowInput: false
});
addFileField(1);
})
function getPolicyTypeFields(input) {

12
app/Views/notification.php
View File

@ -264,7 +264,7 @@
<!-- Unlayer editor -->
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<div id="member_welcome_mail_editor_container" style="height: 600px;width:max-content"></div>
<div id="member_welcome_mail_editor_container" style="height: 600px"></div>
</div>
</div>
@ -360,7 +360,7 @@
<!-- Unlayer editor -->
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<div id="member_reminder_mail_editor_container" style="height: 600px;width:max-content"></div>
<div id="member_reminder_mail_editor_container" style="height: 600px"></div>
</div>
</div>
@ -440,7 +440,7 @@
<!-- Unlayer editor -->
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<div id="member_ecard_mail_editor_container" style="height: 600px;width:max-content"></div>
<div id="member_ecard_mail_editor_container" style="height: 600px"></div>
</div>
</div>
@ -542,7 +542,7 @@
<!-- Unlayer editor -->
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<div id="member_review_and_summary_mail_editor_container" style="height: 600px;width:max-content"></div>
<div id="member_review_and_summary_mail_editor_container" style="height: 600px;"></div>
</div>
</div>
@ -615,7 +615,7 @@
<!-- Unlayer editor -->
<!-- <div class="form-row" id="rac_rate_dropdown"> -->
<div class="form-group col-md-12">
<div id="account_maneger_summary_mail_editor_container" style="height: 600px;width:max-content"></div>
<div id="account_maneger_summary_mail_editor_container" style="height: 600px"></div>
</div>
<!-- </div> -->
<div class="form-group text-right m-b-0">
@ -702,7 +702,7 @@
<!-- Unlayer editor -->
<div class="form-row" id="rac_rate_dropdown">
<div class="form-group col-md-12">
<div id="client_hr_summary_mail_editor_container" style="height: 600px;width:max-content"></div>
<div id="client_hr_summary_mail_editor_container" style="height: 600px"></div>
</div>
</div>

14
app/Views/rfq/attachment_files.php Normal file
View File

@ -0,0 +1,14 @@
<?php if (!empty($multi_file_data)) : ?>
<div class="form-group col-md-12">
<label>Select Files:</label>
<?php foreach ($multi_file_data as $file) : ?>
<div class="form-check">
<input type="checkbox" class="form-check-input multi_file_attachment" id="file_<?= $file['id'] ?>" name="selected_attachment_files[]" value="<?= $file['id'] ?>" checked>
<label class="form-check-label" for="file_<?= $file['id'] ?>">
<?= htmlspecialchars($file['docs_name']) ?> - <?= htmlspecialchars($file['file_name']) ?>
</label>
</div>
<?php endforeach; ?>
</div>
<?php endif; ?>

36
app/Views/rfq/gmc.php
View File

@ -1,80 +1,80 @@
<?php $increment = isset($lead_edit_data) ? "_1" : ''; ?>
<hr>
<div class="form-row renewalCalculation">
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="incurred_claim_date">Incurred Claim Date<span class="text-danger"></span></label>
<input value="<?= isset($lead_edit_data['incurred_claim_date']) ? $lead_edit_data['incurred_claim_date'] : '' ?>" type="text" class="form-control incurred_claim" id="incurred_claim_date"
<input value="<?= isset($lead_edit_data['incurred_claims_date']) ? $lead_edit_data['incurred_claims_date'] : '' ?>" type="text" class="form-control incurred_claim" id="incurred_claim_date<?= $increment ?>"
name="incurred_claim_date[]" placeholder="Enter DOE">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="paid_claims">Paid Claims<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['paid_claims']) ? $lead_edit_data['paid_claims'] : '' ?>" type="text" class="form-control" id="paid_claims" name="paid_claims[]"
<input value="<?= isset($lead_edit_data['paid_claims']) ? $lead_edit_data['paid_claims'] : '' ?>" type="text" class="form-control" id="paid_claims<?= $increment ?>" name="paid_claims[]"
placeholder="Enter Paid Claims" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="outstanding_claims">Outstanding Claims<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['outstanding_claims']) ? $lead_edit_data['outstanding_claims'] : '' ?>" type="text" class="form-control" id="outstanding_claims" name="outstanding_claims[]"
<input value="<?= isset($lead_edit_data['outstanding_claims']) ? $lead_edit_data['outstanding_claims'] : '' ?>" type="text" class="form-control" id="outstanding_claims<?= $increment ?>" name="outstanding_claims[]"
placeholder="Enter Outstanding Claims" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="incurred_claims">Incurred Claim<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['incurred_claims']) ? $lead_edit_data['incurred_claims'] : '' ?>" type="text" class="form-control" id="incurred_claims" name="incurred_claims[]"
<input value="<?= isset($lead_edit_data['incurred_claims']) ? $lead_edit_data['incurred_claims'] : '' ?>" type="text" class="form-control" id="incurred_claims<?= $increment ?>" name="incurred_claims[]"
placeholder="Enter Incurred Claim" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="policy_run_days">Policy Run Days<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['policy_run_days']) ? $lead_edit_data['policy_run_days'] : '' ?>" type="text" class="form-control" id="policy_run_days" name="policy_run_days[]"
<input value="<?= isset($lead_edit_data['policy_run_days']) ? $lead_edit_data['policy_run_days'] : '' ?>" type="text" class="form-control" id="policy_run_days<?= $increment ?>" name="policy_run_days[]"
placeholder="Enter Policy Run Days" oninput="earnedPremiumCalc(this)" onkeyup="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="premium_at_inception">Premium Paid at Inception<span
class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['premium_at_inception']) ? $lead_edit_data['premium_at_inception'] : '' ?>" type="text" class="form-control" id="premium_at_inception" name="premium_at_inception[]"
<input value="<?= isset($lead_edit_data['premium_at_inception']) ? $lead_edit_data['premium_at_inception'] : '' ?>" type="text" class="form-control" id="premium_at_inception<?= $increment ?>" name="premium_at_inception[]"
placeholder="Enter Premium Paid" oninput="earnedPremiumCalc(this)">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="premium_date">Premium Date<span class="text-danger"></span></label>
<input value="<?= isset($lead_edit_data['premium_date']) ? $lead_edit_data['premium_date'] : '' ?>" type="text" class="form-control" id="premium_date" name="premium_date[]"
<label for="premium_date">Premium as on Date<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['premium_date']) ? $lead_edit_data['premium_date'] : '' ?>" type="text" class="form-control" id="premium_date<?= $increment ?>" name="premium_date[]"
placeholder="Enter Premium Date">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="earned_premium">Earned Premium<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['earned_premium']) ? $lead_edit_data['earned_premium'] : '' ?>" type="text" class="form-control" id="earned_premium" name="earned_premium[]"
<input value="<?= isset($lead_edit_data['earned_premium']) ? $lead_edit_data['earned_premium'] : '' ?>" type="text" class="form-control" id="earned_premium<?= $increment ?>" name="earned_premium[]"
placeholder="Enter Earned Premium" oninput="incurredClaimSum(this)">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="annualised_claims">Annualised Claims<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['annualised_claims']) ? $lead_edit_data['annualised_claims'] : '' ?>" type="text" class="form-control" id="annualised_claims" name="annualised_claims[]"
<input value="<?= isset($lead_edit_data['annualised_claims']) ? $lead_edit_data['annualised_claims'] : '' ?>" type="text" class="form-control" id="annualised_claims<?= $increment ?>" name="annualised_claims[]"
placeholder="Enter Annualised Claims">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="incurred_claims_ratio">Incurred Claims Ratio<span
class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['incurred_claims_ratio']) ? $lead_edit_data['incurred_claims_ratio'] : '' ?>" type="text" class="form-control" id="incurred_claims_ratio"
<input value="<?= isset($lead_edit_data['incurred_claims_ratio']) ? $lead_edit_data['incurred_claims_ratio'] : '' ?>" type="text" class="form-control" id="incurred_claims_ratio<?= $increment ?>"
name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="earned_claims_ratio">Earned Claims Ratio<span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['earned_claims_ratio']) ? $lead_edit_data['earned_claims_ratio'] : '' ?>" type="text" class="form-control" id="earned_claims_ratio" name="earned_claims_ratio[]"
<input value="<?= isset($lead_edit_data['earned_claims_ratio']) ? $lead_edit_data['earned_claims_ratio'] : '' ?>" type="text" class="form-control" id="earned_claims_ratio<?= $increment ?>" name="earned_claims_ratio[]"
placeholder="Enter Earned Claims Ratio">
</div>
<div class="form-group col-md-3 renewalFields" style="display: none;">
<!-- <div class="form-group col-md-3 renewalFields" style="display: none;">
<label for="location">Location <span class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['location']) ? $lead_edit_data['location'] : '' ?>" type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location">
</div>
<input value="<?php //echo isset($lead_edit_data['location']) ? $lead_edit_data['location'] : '' ?>" type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location">
</div> -->
<div class="form-group col-md-3 proposed_div" style="display: none;">
<label for="proposed_insurer">Proposed Insurer <span class="text-danger"></span></label>
@ -116,14 +116,14 @@
<label for="incept_emp_count" class="emp_title"> No of Employees at Inception <span
class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['incept_emp_count']) ? $lead_edit_data['incept_emp_count'] : '' ?>" type="text" class="form-control" id="incept_emp_count" name="incept_emp_count[]"
placeholder="Enter Lives" required>
placeholder="Enter Lives" required oninput="calculateTotalLives(this)">
</div>
<div class="form-group col-md-3">
<label for="incept_dept_count" class="depnd_title"> No of Dependents at Inception <span
class="text-danger">*</span></label>
<input value="<?= isset($lead_edit_data['incept_dept_count']) ? $lead_edit_data['incept_dept_count'] : '' ?>" type="text" class="form-control" id="incept_dept_count" name="incept_dept_count[]"
placeholder="Enter Lives" required>
placeholder="Enter Lives" required oninput="calculateTotalLives(this)">
</div>
<div class="form-group col-md-3">

50
app/Views/rfq/multi_files.php Normal file
View File

@ -0,0 +1,50 @@
<?php
$fileIndex = 1; // Initialize index
$increment = 1; // Example increment value
?>
<?php if (isset($lead_edit_data) && isset($lead_edit_data["multi_file_data"]) && !empty($lead_edit_data["multi_file_data"])) {
foreach ($lead_edit_data["multi_file_data"] as $index => $value) {
$isFirstField = ($index === 0); // First file must be Demography
$placeholder = $isFirstField ? 'First file must be Demography.' : '';
$accept = $isFirstField ? '.xls,.xlsx' : '';
$index = $index + 1;
?>
<div class="form-row d-flex align-items-end" id="fileField_<?= $index ?>">
<input type="hidden" name="leads_file_id[]"
value="<?= htmlspecialchars($value['id']) ?>" id="file_id_<?= $index ?>">
<!-- Document Name Input -->
<div class="form-group col-md-5">
<label>Document Name<span class="text-danger"></span></label>
<input type="text" class="form-control" name="docs_name_<?= $increment ?>[]"
placeholder="<?= $placeholder ?>"
value="<?= htmlspecialchars($value['docs_name']) ?>" id="docs_name_<?= $index ?>">
</div>
<!-- File Upload Input -->
<div class="form-group col-md-5">
<label>
File Upload
<span class="text-danger"></span><br>
<small id="file_name_display_<?= $index ?>" class="text-muted">
<?= !empty($value['file_name']) ? htmlspecialchars($value['file_name']) : 'No file chosen' ?>
</small>
</label>
<input type="file" class="form-control" id="file_name_<?= $index ?>"
name="file_name_<?= $increment ?>[]" accept="<?= $accept ?>"
onchange="showFileName(this, <?= $index ?>)">
</div>
<!-- Add/Remove Buttons -->
<div class="col-md-2" style="position: relative; bottom: 16px;">
<button type="button" class="btn btn-danger" onclick="removeFileField(<?= $index ?>, <?= htmlspecialchars($value['id']) ?>)">x</button>
<button type="button" class="btn btn-primary" onclick="addFileField(<?= $increment ?>)">+</button>
</div>
</div>
<?php } } ?>

2
app/Views/ticket_conversation.php
View File

@ -49,7 +49,7 @@
<div class="row">
<img src="https://venbait.in/nhance/helpdesk/dev/assets/helpdeskz/images/agent.jpg"
class="user-avatar rounded-circle img-fluid col-mb-6" style="max-width: 70px">
<div style="padding-left: 10px;padding-top: 15px;" class="col-mb-6"><?= $message_data['user_name'] ?></div>
<div style="padding-left: 10px;padding-top: 15px;" class="col-mb-6"><?= $message['user_name'] ?? "Auto Mail" ?></div>
</div>
<span style="text-align: center; position: relative;text-align: center;bottom: 28px;left: 15px;" class="badge badge-primary">Staff</span>

2
app/Views/ticket_history.php
View File

@ -20,7 +20,7 @@
<td><?php echo $row['display_name']; ?></td>
<td><?php echo $row['old_value'].' => '.$row['new_value']; ?></td>
<!-- <td><?php //echo $row['new_value']; ?></td> -->
<td><?php echo $row['modified_by'] ?? "Created by employee"; ?></td>
<td><?php echo !empty($row['modified_by'])? $row['modified_by'] : "Created by employee"; ?></td>
<!-- <td><?php //echo $row['created_at']; ?></td> -->
<td><?php echo date("d-m-Y H:i:s a", strtotime($row['created_at'])) ?? " - "; ?></td>
</tr>

345
app/Views/view_rfq.php
View File

@ -225,14 +225,18 @@
<button id="addQuote" class="btn btn-custom">Add New Proposal</button>
<button id="submitData" class="btn btn-primary">Save RFQ</button>
<?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
<?php if (in_array(get_role_id(), [1,2,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team())) { ?>
<button id="submitQCRData" onclick="checkTheTableDataChanged(5)" class="btn btn-primary">Procced to QCR</button>
<?php } ?>&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;
<a id="submitExcel" onclick="checkTheTableDataChanged(2)" class="btn btn-primary" id>Export Excel</a>
<button id="submitInternalMail" class="btn btn-primary" onclick="checkTheTableDataChanged(4)">Send Internal Mail</button>
<button id="submitMail" class="btn btn-primary" onclick="checkTheTableDataChanged(3)">Send Insurer Mail</button>
<?php if (get_role_id() == 1 || in_array($user_team,[6,7])) { ?>
<button id="submitMail" class="btn btn-primary"
onclick="checkTheTableDataChanged(3)">Send Insurer Mail</button>
<?php } ?>
<button id="submitPlacement" class="btn btn-primary" onclick="checkTheTableDataChanged(6)">Placement</button>
<input type="hidden" id="lead_id" name="lead_id" value="<?= isset($lead_id) ? $lead_id : '' ?>">
<input type="hidden" id="rfq_primaryKey" name="rfq_primaryKey" value="<?= isset($rfq_data['id']) ? $rfq_data['id'] : '' ?>">
<input type="hidden" id="qcr_count" value="<?= isset($qcr_count) ? $qcr_count : 0 ?>">
<!-- <button id="openDialogBtn">Open Dialog</button> -->
@ -374,6 +378,16 @@
</div>
</div>
<br>
<h4>Attachments Files</h4>
<hr>
<div class="form-group" id="insurer_or_clinet_mail_attachment">
<div class="form-row" >
<?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
</div>
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="constructURL(1)">Send Mail</button>
</div>
@ -394,7 +408,6 @@
<div class="modal-body">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-4">
<label for="to">To </label>
@ -412,13 +425,16 @@
<div class="form-group col-md-4">
<label for="cc">CC </label>
<select class="form-control" id="cc" name="cc" required multiple>
<?php if (isset($userList)) { ?>
<?php foreach ($userList as $user) { ?>
<?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
<?php if (isset($exclusiveUserList)) { ?>
<?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'];?>">
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } ?>
<?php } ?>
<?php } ?>
</select>
</div>
@ -431,10 +447,22 @@
<label for="internal_mail_content">Mail Content</label>
<textarea id="internal_mail_content" class="form-control" name="internal_mail_content" rows="3"><?= isset($mail_content) ? $mail_content : " " ?></textarea>
</div>
</div>
</div>
</div>
<br>
<h4>Attachments Files</h4>
<hr>
<div class="form-group" id="internal_mail_attachment">
<div class="form-row" >
<?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
</div>
</div>
<br>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="constructURL(2)">Send Mail</button>
</div>
@ -463,30 +491,45 @@
<div class="form-row">
<div class="form-group col-md-3">
<label for="payment_date">Payment Date</label>
<input type="text" class="form-control" id="payment_date" name="payment_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['payment_date']) ? date('d/m/Y', strtotime($lead_data['payment_date'])) : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="utr_no">UTR No.</label>
<input type="text" class="form-control" id="utr_no" name="utr_no" placeholder="Enter UTR No.">
<input type="text" class="form-control" id="utr_no" name="utr_no" placeholder="Enter UTR No." value="<?= isset($lead_data['utr_no']) ? $lead_data['utr_no'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="placement_date">Placement Date</label>
<input type="text" class="form-control" id="placement_date" name="placement_date" placeholder="DD/MM/YYY">
<input type="text" class="form-control" id="placement_date" name="placement_date" placeholder="DD/MM/YYY" value="<?= isset($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']) && $lead_data['is_cd'] != 1 ? '' : 'checked' ?>
>
</div>
<div class="form-group col-md-3">
<label for="premium_amount">Premium Amount</label>
<input type="text" class="form-control" id="premium_amount" name="premium_amount" placeholder="Enter Premium Amount">
<input type="text" class="form-control" id="premium_amount" name="premium_amount" placeholder="Enter Premium Amount" value="<?= isset($lead_data['premium_amount']) ? $lead_data['premium_amount'] : "" ?>">
</div>
<?php if (isset($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']) ? $lead_data['cd_amount'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="total_amount">Total Amount</label>
<input type="text" class="form-control" id="total_amount" name="total_amount" placeholder="Enter Total Amount">
<input type="text" class="form-control" id="total_amount" name="total_amount" placeholder="Enter Total Amount" value="<?= isset($lead_data['cd_amount']) ? $lead_data['cd_amount'] : "" ?>">
</div>
<div class="form-group col-md-3">
<label for="cd_amount">CD Amount</label>
<input type="text" class="form-control" id="cd_amount" name="cd_amount" placeholder="Enter CD Amount">
</div>
<?php } ?>
</div>
<hr>
@ -509,12 +552,15 @@
<div class="form-group col-md-6">
<label for="placement_cc">CC </label>
<select class="form-control" id="placement_cc" name="placement_cc" required multiple>
<?php if (isset($userList)) { ?>
<?php foreach ($userList as $user) { ?>
<?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
<?php if (isset($exclusiveUserList)) { ?>
>
<?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'];?>">
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } ?>
<?php } }?>
<?php } ?>
</select>
</div>
@ -535,6 +581,16 @@
</div>
<br>
<h4>Attachments Files</h4>
<hr>
<div class="form-group" id="placement_mail_attachment">
<div class="form-row" >
<?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
</div>
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="constructURL(3)">Send Mail</button>
</div>
@ -557,6 +613,7 @@
var premium_data_check = false;
var user_role_id = <?= get_role_id(); ?>;
var jsonDataForHide = null;
var multi_file_data = [];
const editorConfig = {
buttons: [
@ -595,7 +652,8 @@
console.log('Type:', type);
let titile_client_name = "<?= isset($lead_data) ? $lead_data['client_name'] : '' ?>";
multi_file_data = <?= isset($multi_file_data) ? json_encode($multi_file_data) : '[]' ?>;
appendMultiFileData(multi_file_data)
RFQ_or_QCR = type;
var type_for_url = 1;
@ -764,6 +822,11 @@
allowInput: false,
});
var payment_date_datePicker = flatpickr("#payment_date", {
dateFormat: "d/m/Y",
allowInput: false,
});
})
@ -771,6 +834,13 @@
<script>
$(document).ready(function () {
setInterval(function () {
submitData(1);
}, 15000);
});
const openDialogBtn = document.getElementById('openDialogBtn');
const closeDialogBtn = document.getElementById('closeDialogBtn');
@ -797,6 +867,24 @@ var over_all_column_data = {
'insurers': []
}
};
document.addEventListener('DOMContentLoaded', function () {
const textarea = document.getElementById('placement_mail_content');
const textarea2 = document.getElementById("placement_subject");
if (textarea) {
let content = textarea.value;
if (content.includes('QCR')) {
textarea.value = content.replace(/QCR/g, 'Placement');
}
}
if (textarea2){
let content = textarea2.value;
if (content.includes('QCR')) {
textarea2.value = content.replace(/QCR/g, 'Placement');
}
}
});
// document.addEventListener("DOMContentLoaded", function () {
const rfqTable = document.getElementById('rfqTable');
@ -1250,6 +1338,17 @@ function moveAddRowButton() {
rfqTable.addEventListener('click', function(e) {
if (e.target.classList.contains('removeRow')) {
Swal.fire({
title: 'Are you sure?',
text: "Do you want to remove the row?",
icon: 'warning',
showCancelButton: true,
confirmButtonColor: '#d33',
cancelButtonColor: '#3085d6',
confirmButtonText: 'Yes, remove it!',
cancelButtonText: 'Cancel'
}).then((result) => {
if (result.isConfirmed) {
const row = e.target.closest('tr'); // Get the row to be removed
const rowKey = row.getAttribute('id');
@ -1264,6 +1363,10 @@ rfqTable.addEventListener('click', function(e) {
isFormDataModified = true; // if any value changeing in the table to set true
}
})
}
});
@ -1408,7 +1511,6 @@ function showSuggestions(input) {
// Function to handle answers suggestion box
function showAnswersSuggestions(input) {
console.log(input.parentElement.id);
console.log(input);
//return;
@ -2109,7 +2211,17 @@ function removeProposal(event) {
let rfqTable = document.getElementById('rfqTable');
console.log(rfqTable)
if (confirm("Are you sure you want to remove this column?")) {
Swal.fire({
title: 'Are you sure?',
text: "Do you want to remove the Proposal?",
icon: 'warning',
showCancelButton: true,
confirmButtonColor: '#d33',
cancelButtonColor: '#3085d6',
confirmButtonText: 'Yes, remove it!',
cancelButtonText: 'Cancel'
}).then((result) => {
if (result.isConfirmed) {
const headerRows = rfqTable.querySelectorAll('thead tr');
const parentTh = headerRows[0].children[colIndex];
@ -2154,11 +2266,23 @@ function removeProposal(event) {
console.log(`${proposal_name} does not exist.`);
}
}
})
}
function removeInsurer(event) {
if (confirm("Are you sure you want to remove this column?")) {
Swal.fire({
title: 'Are you sure?',
text: "Do you want to remove the insurer?",
icon: 'warning',
showCancelButton: true,
confirmButtonColor: '#d33',
cancelButtonColor: '#3085d6',
confirmButtonText: 'Yes, remove it!',
cancelButtonText: 'Cancel'
}).then((result) => {
if (result.isConfirmed) {
// function removeSubColumnByIndex(tableId, subThIndex) {
const table = document.getElementById('rfqTable');
const headerRows = table.querySelectorAll('thead tr');
@ -2217,6 +2341,8 @@ function removeInsurer(event) {
isFormDataModified = true; // if any value changeing in the table to set true
}
})
}
function showThreeDottedMenu(event) {
@ -2706,7 +2832,7 @@ function handleChildQuestions(target) {
let childCell = childRow.cells[currentColumnIndex];
if (childCell) {
console.log('found cell');
console.log('found cell',inputValue);
if (inputValue.key == disable_at.key) {
childCell.innerHTML = '';
@ -2726,6 +2852,21 @@ function handleChildQuestions(target) {
console.log(child.default_answer.display_value)
childCell.contentEditable = false;
} else {
childCell.innerHTML = '';
childCell.innerText = '';
//hidden text box for store choosed answers object
const hiddenInputBox = document.createElement('input');
hiddenInputBox.type = 'hidden';
hiddenInputBox.value = JSON.stringify(inputValue.display_value);
childCell.appendChild(hiddenInputBox);
// alert(input.innerText);
childCell.appendChild(document.createTextNode(inputValue.display_value));
// Set the default answer in the child cell
// childCell.innerHTML = child.default_answer.display_value;
// console.log('setting default value');
// console.log(child.default_answer.display_value)
childCell.contentEditable = true;
}
}
@ -3103,7 +3244,7 @@ function ajaxRequestForGetMailData(url) {
function appendInput(data) {
console.log(data);
console.log("append data:",data);
var lead_id = $('#lead_id').val();
$('#input_for_row').empty();
let html = '';
@ -3113,9 +3254,9 @@ function appendInput(data) {
const url = '<?= base_url('leads/list') ?>?lead_id=' + lead_id;
html += `
<div class="form-group col-md-4">
<div class="form-group col-md-12">
<label for="contact_mail">Client Contact Mail</label>
<input value="${data.contact_person_email || ''}" type="text" id="contact_mail" class="form-control" placeholder="Contact Mail" readonly>
<input value="${data.contact_person_email || ''}" type="text" id="contact_mail" class="form-control" placeholder="Contact Mail">
</div>
`;
@ -3131,28 +3272,32 @@ function appendInput(data) {
html += `
<div class="form-group col-md-4">
<div class="form-group col-md-6">
<label for="client_cc">CC </label>
<select class="form-control" id="client_cc" name="client_cc" required multiple>
<?php if (isset($userList)) { ?>
<?php foreach ($userList as $user) { ?>
<?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
<?php if (isset($exclusiveUserList)) { ?>
<?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'];?>">
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } ?>
<?php } } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-4">
<div class="form-group col-md-6">
<label for="client_bcc">BCC </label>
<select class="form-control" id="client_bcc" name="client_bcc" required multiple>
<?php if (isset($userList)) { ?>
<?php foreach ($userList as $user) { ?>
<?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
<?php if (isset($exclusiveUserList)) { ?>
<?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'];?>">
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } ?>
<?php } } ?>
<?php } ?>
</select>
</div>
@ -3163,7 +3308,7 @@ function appendInput(data) {
html += `
<div class="form-group col-md-12">
<label for="mail_subject">Subject</label>
<input type="text" id="mail_subject" class="form-control" value="'<?= isset($subject) ? $subject : " " ?>'" placeholder="Subject">
<input type="text" id="mail_subject" class="form-control" value="<?= isset($subject) ? $subject : " " ?>" placeholder="Subject">
</div>
`;
@ -3196,25 +3341,28 @@ function appendInput(data) {
<div class="form-group col-md-4">
<label for="client_cc">CC </label>
<select class="form-control" id="client_cc" name="client_cc" required multiple>
<?php if (isset($userList)) { ?>
<?php foreach ($userList as $user) { ?>
<?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
<?php if (isset($exclusiveUserList)) { ?>
<?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'];?>">
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } ?>
<?php } ?>
<?php } }?>
</select>
</div>
<div class="form-group col-md-4">
<label for="client_bcc">BCC </label>
<select class="form-control" id="client_bcc" name="client_bcc" required multiple>
<?php if (isset($userList)) { ?>
<?php foreach ($userList as $user) { ?>
<option value="<?= $user['id'];?>">
<?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
<?php if (isset($exclusiveUserList)) { ?>
<?php foreach ($exclusiveUserList as $user) { ?>
<?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
<?= $user['first_name'].' - '.$user['email'];?>
</option>
<?php } ?>
<?php } } ?>
<?php } ?>
</select>
</div>
@ -3274,7 +3422,13 @@ function appendInput(data) {
function constructURL(url_type) {
if(url_type == 1){
constructURL_ForInsurerAndClientMailSend()
var validationStatus = checkMailValidation();
if (validationStatus){
constructURL_ForInsurerAndClientMailSend();
}else{
toastr.error("All Client Mail ID's Should Contain Same Domain","ERROR");
}
}else if(url_type == 2){
constructURL_ForInternalMailSend()
}else if(url_type == 3){
@ -3437,6 +3591,7 @@ function constructURL_ForInsurerAndClientMailSend() {
var subject = $('#mail_subject').val();
var bcc = $('#client_bcc').val();
var cc = $('#client_cc').val();
var contact_mail = $("#contact_mail").val();
console.log('lead_id', lead_id)
console.log('subject', subject)
@ -3452,6 +3607,11 @@ function constructURL_ForInsurerAndClientMailSend() {
bcc = bcc.map(Number);
bcc = JSON.stringify(bcc);
var selectedFiles = [];
$('#insurer_or_clinet_mail_attachment .multi_file_attachment:checked').each(function () {
selectedFiles.push($(this).val());
});
// Prepare FormData object
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -3459,8 +3619,11 @@ function constructURL_ForInsurerAndClientMailSend() {
formData.append('subject', subject);
formData.append('cc', cc);
formData.append('bcc', bcc);
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
if (RFQ_or_QCR == 2) {
formData.append('contact_mail',contact_mail);
formData.append('file_type', 'qcr');
formData.append('recipient_type', 'client');
formData.append('recipient_mail', '');
@ -3493,6 +3656,11 @@ function constructURL_ForInternalMailSend() {
// Determine file type
var file_type = RFQ_or_QCR == 2 ? 'qcr' : 'rfq';
var selectedFiles = [];
$('#internal_mail_attachment .multi_file_attachment:checked').each(function () {
selectedFiles.push($(this).val());
});
// Create FormData
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -3503,6 +3671,7 @@ function constructURL_ForInternalMailSend() {
formData.append('subject', subject);
formData.append('mail_content', mail_content);
formData.append('recipient_mail', ''); // Empty value as per logic
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
ajaxRequest(formData)
@ -3514,6 +3683,8 @@ function constructURL_ForPlacementMailSend() {
var lead_id = $('#lead_id').val();
let to = $('#placement_to').val();
let placement_date = $('#placement_date').val();
let payment_date = $('#payment_date').val();
let is_cd = $("#is_cd_switch").is(":checked") ? 1 : 0;
let utr_no = $('#utr_no').val();
let premium_amount = $('#premium_amount').val();
let total_amount = $('#total_amount').val();
@ -3528,6 +3699,11 @@ function constructURL_ForPlacementMailSend() {
to = to.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());
});
// Prepare FormData
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -3539,11 +3715,15 @@ function constructURL_ForPlacementMailSend() {
formData.append('proposal_insurer', proposal_insurer);
formData.append('insurer_and_branch', insurer_and_branch);
formData.append('placement_date', placement_date);
formData.append('payment_date', payment_date);
formData.append("is_cd",is_cd);
formData.append('utr_no', utr_no);
formData.append('premium_amount', premium_amount);
formData.append('total_amount', total_amount);
formData.append('cd_amount', cd_amount);
formData.append('mail_content', mail_content);
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
ajaxRequest(formData);
@ -3608,7 +3788,7 @@ function ajaxRequest(formData) {
$('#placement_cc').val('').select2({
placeholder : 'select CC Mail'
});
$('#placement_subject').val('');
// $('#placement_subject').val('');
$("textarea.select2-search__field").attr('rows', '1');
$("textarea.select2-search__field").css('resize', 'none');
@ -3685,7 +3865,7 @@ $('.close').click(function(){
$('#placement_cc').val('').select2({
placeholder : 'select CC Mail'
});
$('#placement_subject').val('');
// $('#placement_subject').val('');
$("textarea.select2-search__field").attr('rows', '1');
$("textarea.select2-search__field").css('resize', 'none');
@ -5157,12 +5337,18 @@ function autoCaluculationForPremiumChildTable(input) {
}
function appendMultiFileData(data) {
console.log('appendMultiFileData function called');
console.log(data)
}
</script>
<script>
async function submitData(json) {
async function submitData(input) {
console.log(over_all_column_data);
try {
@ -5177,6 +5363,7 @@ function autoCaluculationForPremiumChildTable(input) {
// Create a FormData object
const formData = new FormData();
let lead_id = $('#lead_id').val();
let rfq_primaryKey = $('#rfq_primaryKey').val();
let submit_type = "RFQ"
if(RFQ_or_QCR == 2){submit_type = 'QCR'}
@ -5185,6 +5372,10 @@ function autoCaluculationForPremiumChildTable(input) {
formData.append('lead_id', lead_id);
formData.append('submit_type', submit_type);
if(input == 1){
formData.append('rfq_primaryKey', rfq_primaryKey);
}
const postUrl = '<?= base_url('rfq/create')?>';
console.log(postUrl);
@ -5200,11 +5391,14 @@ function autoCaluculationForPremiumChildTable(input) {
if (response.status == true) {
toastr.success(response.message, 'SUCCESS');
$('#rfq_primaryKey').val(response.id);
} else {
toastr.warning(response.message, 'WARNING');
}
if(input != 1){
window.location.reload();
}
} catch (error) {
console.error('An error occurred during the AJAX request:');
@ -5675,4 +5869,65 @@ function autoCaluculationForPremiumChildTable(input) {
}
$("#is_cd_switch").change(function (){
var switch_status = ($("#is_cd_switch").is(":checked")? "on" : "off");
console.log("Switch status",switch_status);
if (switch_status == "on"){
$("#cd_amount").show();
$("#total_amount").show();
$("#cd_amount").closest('.form-group').show();
$("#total_amount").closest('.form-group').show();
}else{
$("#cd_amount").hide();
$("#total_amount").hide();
$("#cd_amount").closest('.form-group').hide();
$("#total_amount").closest('.form-group').hide();
}
})
$(document).on("input", "#cd_amount, #premium_amount", function() {
// alert("Function called");
var cd_amount = parseInt($("#cd_amount").val()) || 0;
var premium_amount = parseInt($("#premium_amount").val()) || 0;
var total_amount = (cd_amount + premium_amount);
$("#total_amount").val(total_amount);
});
function checkMailValidation(){
emailString = $("#contact_mail").val();
if (RFQ_or_QCR == 1){
if (typeof emailString !== 'string' || !emailString.includes(',')) return true;
}else{
if (typeof emailString !== 'string') return false;
}
const invalidChars = /[;|]/;
if (invalidChars.test(emailString)) return false;
const emails = emailString.split(',').map(email => email.trim());
if (emails.length === 0) return false;
const getDomain = email => email.split('@')[1]?.toLowerCase();
const firstDomain = getDomain(emails[0]);
if (!firstDomain) return false;
return emails.every(email => getDomain(email) === firstDomain);
}
</script>

56
app/Views/view_rfq_non_eb.php
View File

@ -309,11 +309,22 @@
<button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body">
<div class="form-group">
<div class="form-row" id="input_for_row">
</div>
</div>
<br>
<h4>Attachments Files</h4>
<hr>
<div class="form-group" id="insurer_or_clinet_mail_attachment">
<div class="form-row" >
<?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
</div>
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="constructURL(1)">Send Mail</button>
</div>
@ -374,7 +385,17 @@
</div>
</div>
<br>
<h4>Attachments Files</h4>
<hr>
<div class="form-group" id="internal_mail_attachment">
<div class="form-row" >
<?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
</div>
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="constructURL(2)">Send Mail</button>
</div>
@ -475,6 +496,16 @@
</div>
<br>
<h4>Attachments Files</h4>
<hr>
<div class="form-group" id="placement_mail_attachment">
<div class="form-row" >
<?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
</div>
</div>
<div class="form-group text-right m-b-0" id="hide_smbt_btn">
<button type="submit" class="btn btn-primary" onclick="constructURL(3)">Send Mail</button>
</div>
@ -4550,6 +4581,11 @@
bcc = bcc.map(Number);
bcc = JSON.stringify(bcc);
var selectedFiles = [];
$('#insurer_or_clinet_mail_attachment .multi_file_attachment:checked').each(function () {
selectedFiles.push($(this).val());
});
// Prepare FormData object
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -4557,6 +4593,8 @@
formData.append('subject', subject);
formData.append('cc', cc);
formData.append('bcc', bcc);
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
if (rfq_or_qcr == 2) {
formData.append('file_type', 'qcr');
@ -4591,6 +4629,12 @@
// Determine file type
var file_type = rfq_or_qcr == 2 ? 'qcr' : 'rfq';
var selectedFiles = [];
$('#internal_mail_attachment .multi_file_attachment:checked').each(function () {
selectedFiles.push($(this).val());
});
// Create FormData
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -4601,6 +4645,8 @@
formData.append('subject', subject);
formData.append('mail_content', mail_content);
formData.append('recipient_mail', ''); // Empty value as per logic
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
ajaxRequest(formData)
@ -4626,6 +4672,13 @@
to = to.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());
});
// Prepare FormData
var formData = new FormData();
formData.append('lead_id', lead_id);
@ -4642,11 +4695,14 @@
formData.append('total_amount', total_amount);
formData.append('cd_amount', cd_amount);
formData.append('mail_content', mail_content);
formData.append('selected_attachment_files', JSON.stringify(selectedFiles));
ajaxRequest(formData);
}
function ajaxRequest(formData) {
var apiURL = '<?= base_url('leads/sendMail') ?>';