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CHANGE_BDS_MODULE : RV

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VENKATESHWARAN 2024-10-02 08:45:12 +05:30
parent 48fc2eab5f
commit e82e55d672
24 changed files with 1442 additions and 806 deletions
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22
app/Config/Constants.php
View File

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

14
app/Controllers/ClientController.php
View File

@ -3135,14 +3135,17 @@ class ClientController extends AdminController
// Fetch policies in a single query
$policies = $this->clientPolicyModel
->select('
->select("
client_policy.*,
policy_type.policy_type,
policy_type.ebp,
policy_type.etp,
policy_type.iep,
policy_type.itp
')
policy_type.itp,
policy_type.bap,
DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
")
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->whereIn('client_policy.client_id', $clientIds)
->where('client_policy.is_active', 1)
@ -3220,6 +3223,7 @@ class ClientController extends AdminController
'aadhar' => $postData['aadhar'],
'phone' => $postData['phone'],
'email' => $postData['email'],
'entity_type_id' => 7
]);
} else {
$client_data['entity_type_id'] = $postData['entity_type_id'];
@ -3397,8 +3401,4 @@ class ClientController extends AdminController
}
}
}

7
app/Controllers/LoginController.php
View File

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

2
app/Controllers/MasterController.php
View File

@ -1388,7 +1388,7 @@ class MasterController extends AdminController
$cd_data = $this->CDMasterModel->where('client_id', $data['client_id'])->where('insurer_id', $data['insurer_id'])->findAll();
return $this->respond(['status' => true, 'data' => $cd_data, 'message' => 'CD Account number created successfully'], 200);
return $this->respond(['status' => true, 'data' => $cd_data, 'cd_ac_no'=>$data['cd_ac_no'], 'message' => 'CD Account number created successfully'], 200);
}else{
return $this->respond(['status' => false, 'message' => 'Failed to created CD Account number'], 200);
}

272
app/Controllers/PolicyTransactionController.php
View File

@ -205,14 +205,36 @@ class PolicyTransactionController extends BaseController
$data = $this->request->getPost();
// print_r($data); die;
// var_dump($data); die;
// Format dates
$data['policy_issue_date'] = date('Y-m-d', strtotime($data['policy_issue_date'])) ?? null;
$data['policy_start_date'] = date('Y-m-d', strtotime($data['policy_start_date'])) ?? null;
$data['policy_end_date'] = date('Y-m-d', strtotime($data['policy_end_date'])) ?? null;
$data['renewal_date'] = date('Y-m-d', strtotime($data['renewal_date'])) ?? null;
$data['rollover_date'] = date('Y-m-d', strtotime($data['rollover_date'])) ?? null;
// $data['policy_issue_date'] = change_date_format($this->request->getPost('policy_issue_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['policy_start_date'] = change_date_format($this->request->getPost('policy_start_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['policy_end_date'] = change_date_format($this->request->getPost('policy_end_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['renewal_date'] = change_date_format($this->request->getPost('renewal_date'), 'd/m/Y', 'Y-m-d') ?? null;
// $data['rollover_date'] = change_date_format($this->request->getPost('rollover_date'), 'd/m/Y', 'Y-m-d') ?? null;
$data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '')
? date('d/m/Y', strtotime($data['policy_issue_date']))
: null;
$data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '')
? date('d/m/Y', strtotime($data['policy_start_date']))
: null;
$data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '')
? date('d/m/Y', strtotime($data['policy_end_date']))
: null;
$data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '')
? date('d/m/Y', strtotime($data['renewal_date']))
: null;
$data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '')
? date('d/m/Y', strtotime($data['rollover_date']))
: null;
// Separate Insurer and TPA Branch IDs and IDs
if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
@ -242,13 +264,19 @@ class PolicyTransactionController extends BaseController
$data['same_as_proposer'] = 1;
}
$month = '01-'.$data['month'];
$data['month'] = date('Y-m-d', strtotime($month));
if($data['ct_type'] == ""){
$data['ct_type'] = 1;
}
$month = '01-'.(string)$this->request->getPost('month');
$data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
// Determine $is_addon value
$data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 :
(in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && $data['base_policy'] ? 3 : 1));
// print_r($data); die;
return $data;
}
@ -272,7 +300,7 @@ class PolicyTransactionController extends BaseController
$this->policyTransactionModel->update($insert, ['client_policy_id' => $client_policy_id]);
$emp_policy_insert = $this->InsertIndividualEmpPolicyTable($emp_data, $client_policy_id);
if ($data['status'] == 'completed') {
if ($data['client_type'] == 1 && $data['status'] == 'completed') {
$this->processCompletedStatus($data, $client_policy_id, $data['insurer_id']);
}
}
@ -321,7 +349,9 @@ class PolicyTransactionController extends BaseController
}
if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
$this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id']);
if($data['client_type'] == 1){
$this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id']);
}
}
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
@ -345,76 +375,89 @@ class PolicyTransactionController extends BaseController
// print_r($data);
// die;
foreach ($data['follow_insurer_id'] as $index => $insurer) {
// Separate the insurer and insurer branch
list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
// Prepare each co-share detail entry
$coShareDetails[] = [
'pt_id' => $pt_id,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'co_share_type' => isset($data['co_share_type'][$index]) ? 2 : 1,
'co_share_per' => $data['co_share_per'][$index] ?? 0,
'bp_amt' => $data['base_premium'][$index] ?? 0,
'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
'bp_igst' => $data['igst'][$index] ?? 0,
'bp_sgst' => $data['sgst'][$index] ?? 0,
'bp_cgst' => $data['cgst'][$index] ?? 0,
'tp_amt' => $data['tp_premium'][$index] ?? 0,
'tep_amt' => $data['ter_premium'][$index] ?? 0,
'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
'exp_amt' => $data['exp_amt'][$index] ?? 0,
'amount' => $data['total'][$index] ?? 0,
'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
'cop_amt' => $data['co_premium'][$index] ?? 0,
'variance' => $data['variance'][$index] ?? 0,
'reward' => $data['reward'][$index] ?? null,
'created_by' => get_session_userid() ?? null,
'updated_by' => get_session_userid() ?? null,
'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
];
}
if(isset($data['follow_insurer_id'])){
// print_r($coShareDetails); die;
// Separate data into insert and update batches
$insertData = array_filter($coShareDetails, function($detail) {
return empty($detail['id']); // Only insert new records
});
$updateData = array_filter($coShareDetails, function($detail) {
return !empty($detail['id']); // Only update existing records
});
// Insert new records
if (!empty($insertData)) {
$this->PTCOShareDetailsModel->insertBatch($insertData);
}
// Update existing records
if (!empty($updateData)) {
$this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
}
foreach ($data['follow_insurer_id'] as $index => $insurer) {
// Separate the insurer and insurer branch
list($insurer_branch_id, $insurer_id) = explode('-', $insurer);
// Prepare each co-share detail entry
$coShareDetails[] = [
'pt_id' => $pt_id,
'insurer_id' => $insurer_id ?? 0,
'insurer_branch_id' => $insurer_branch_id ?? 0,
'co_share_type' => $data['co_share_type'][$index] ?? null,
'co_share_per' => $data['co_share_per'][$index] ?? 0,
'bp_amt' => $data['base_premium'][$index] ?? 0,
'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
'bp_igst' => $data['igst'][$index] ?? 0,
'bp_sgst' => $data['sgst'][$index] ?? 0,
'bp_cgst' => $data['cgst'][$index] ?? 0,
'tp_amt' => $data['tp_premium'][$index] ?? 0,
'tep_amt' => $data['ter_premium'][$index] ?? 0,
'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
'agreed_tep_per' => $data['agreed_ter'][$index] ?? 0,
'standerd_bp_per' => $data['standard_bp'][$index] ?? 0,
'standerd_tp_per' => $data['standard_tp'][$index] ?? 0,
'standerd_tep_per' => $data['standard_ter'][$index] ?? 0,
'actual_bp_amt' => $data['actual_bp_amt'][$index] ?? 0,
'actual_tp_amt' => $data['actual_tp_amt'][$index] ?? 0,
'actual_tep_amt' => $data['actual_tep_amt'][$index] ?? 0,
'actual_bp_per' => $data['actual_bp_per'][$index] ?? 0,
'actual_tp_per' => $data['actual_tp_per'][$index] ?? 0,
'actual_tep_per' => $data['actual_tep_per'][$index] ?? 0,
'actual_bp_brokerage_amt' => $data['actual_bp_brokerage_amt'][$index] ?? 0,
'actual_tp_brokerage_amt' => $data['actual_tp_brokerage_amt'][$index] ?? 0,
'actual_tep_brokerage_amt' => $data['actual_tep_brokerage_amt'][$index] ?? 0,
'exp_amt' => $data['exp_amt'][$index] ?? 0,
'amount' => $data['total'][$index] ?? 0,
'stamp_duty' => $data['stamp_duty'][$index] ?? 0,
'cop_amt' => $data['co_premium'][$index] ?? 0,
'variance' => $data['variance'][$index] ?? 0,
'reward' => $data['reward'][$index] ?? null,
'created_by' => get_session_userid() ?? null,
'updated_by' => get_session_userid() ?? null,
'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
];
}
// print_r($pt_id);
// print_r($coShareDetails);
// die;
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
// Separate data into insert and update batches
$insertData = array_filter($coShareDetails, function($detail) {
return empty($detail['id']); // Only insert new records
});
$updateData = array_filter($coShareDetails, function($detail) {
return !empty($detail['id']); // Only update existing records
});
// Insert new records
if (!empty($insertData)) {
$this->PTCOShareDetailsModel->insertBatch($insertData);
}
// Update existing records
if (!empty($updateData)) {
$this->PTCOShareDetailsModel->updateBatch($updateData, 'id'); // Assuming 'id' is the unique identifier
}
// print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
return true;
// print_r($coShareDetails);
// die;
return true;
}
// print_r($data);
// die;
}
private function prepareClientPolicyInsertData($data)
@ -598,35 +641,35 @@ class PolicyTransactionController extends BaseController
->first();
$data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '')
? date('d-m-Y', strtotime($data['policy_issue_date']))
? date('d/m/Y', strtotime($data['policy_issue_date']))
: null;
$data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '')
? date('d-m-Y', strtotime($data['policy_start_date']))
? date('d/m/Y', strtotime($data['policy_start_date']))
: null;
$data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '')
? date('d-m-Y', strtotime($data['policy_end_date']))
? date('d/m/Y', strtotime($data['policy_end_date']))
: null;
$data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '')
? date('d-m-Y', strtotime($data['renewal_date']))
? date('d/m/Y', strtotime($data['renewal_date']))
: null;
$data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '')
? date('d-m-Y', strtotime($data['rollover_date']))
? date('d/m/Y', strtotime($data['rollover_date']))
: null;
$data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '')
? date('d-m-Y h:i:s A', strtotime($data['created_at']))
? date('d/m/Y h:i:s A', strtotime($data['created_at']))
: null;
$data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '')
? date('d-m-Y h:i:s A', strtotime($data['updated_at']))
? date('d/m/Y h:i:s A', strtotime($data['updated_at']))
: null;
$data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '')
? date('M-Y', strtotime($data['month']))
? date('M/Y', strtotime($data['month']))
: null;
@ -639,14 +682,17 @@ class PolicyTransactionController extends BaseController
->where('client_policy.is_active', 1)
->findAll();
$data['base_policy_data'] = $this->clientPolicyModel
->select('client_policy.*, policy_type.policy_type')
->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
->where('client_policy.client_id', $data['client_id'])
->where('client_policy.client_branch_id', $data['client_branch_id'])
->where('client_policy.policy_type_id', 2)
->where('client_policy.is_active', 1)
->findAll();
// $data['base_policy_data'] = $this->clientPolicyModel
// ->select('client_policy.*, policy_type.policy_type')
// ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
// ->where('client_policy.client_id', $data['client_id'])
// ->where('client_policy.client_branch_id', $data['client_branch_id'])
// ->where('client_policy.policy_type_id', 2)
// ->where('client_policy.is_active', 1)
// ->findAll();
$data['base_policy_data'] = $this->clientPolicyModel->getPolicyDetailsForRemainder($data['client_id']);
$data['pt_files'] = $this->PTFileModel
->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
@ -776,8 +822,15 @@ class PolicyTransactionController extends BaseController
$data_received_date = (string)$this->request->getPost('data_received_date');
$closure_date = (string)$this->request->getPost('closure_date');
$data['data_received_date'] = date('Y-m-d', strtotime($data_received_date));
$data['closure_date'] = date('Y-m-d', strtotime($closure_date));
$endorse_eff_date = (string)$this->request->getPost('endorse_eff_date');
$month = (string)$this->request->getPost('month');
$data['data_received_date'] = empty($data['data_received_date']) ? null : date('Y-m-d', strtotime($data_received_date));
$data['closure_date'] = empty($data['closure_date']) ? null : date('Y-m-d', strtotime($closure_date));
$data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? null : date('Y-m-d', strtotime($endorse_eff_date));
$month = '01-'.$data['month'];
$data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));
// Separate Insurer and TPA Branch IDs and IDs
if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
@ -881,7 +934,7 @@ class PolicyTransactionController extends BaseController
{
if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
$tolamt = $data['total'][0];
$tolamt = $data['total'][0] ?? 0;
$description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction';
@ -920,10 +973,16 @@ class PolicyTransactionController extends BaseController
->where('policy_transaction.id', $id)
->first();
$data['policy_start_date'] = date('d-m-Y', strtotime($data['s_date']));
$data['policy_end_date'] = date('d-m-Y', strtotime($data['e_date']));
$data['data_received_date'] = date('d-m-Y', strtotime($data['data_received_date']));
$data['closure_date'] = date('d-m-Y', strtotime($data['closure_date']));
$data['policy_start_date'] = empty($data['policy_start_date']) ? '' : date('d/m/Y', strtotime($data['s_date']));
$data['policy_end_date'] = empty($data['policy_end_date']) ? '' : date('d/m/Y', strtotime($data['e_date']));
$data['data_received_date'] = empty($data['data_received_date']) ? '' : date('d/m/Y', strtotime($data['data_received_date']));
$data['closure_date'] = empty($data['closure_date']) ? '' : date('d/m/Y', strtotime($data['closure_date']));
$data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($data['endorse_eff_date']));
$data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '')
? date('M/Y', strtotime($data['month']))
: null;
$data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
@ -1218,7 +1277,6 @@ class PolicyTransactionController extends BaseController
$issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
$data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
$this->loadLayout('business_team_list', $data);
}
@ -1467,7 +1525,7 @@ class PolicyTransactionController extends BaseController
foreach ($source_data as $source_key => $source_row)
{
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_row['endorsement_no'] && change_date_format($policy_start_date,'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d-m-Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_row['endorsement_no'] && change_date_format($policy_start_date,'d/m/Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d/m/Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
{
$is_source_found = 1;
unset($source_data[$source_key]);
@ -1558,8 +1616,8 @@ class PolicyTransactionController extends BaseController
foreach ($source_data as $source_key => $source_row)
{
// Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_row['endorsement_no'] && change_date_format($policy_start_date,'d-m-Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d-m-Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
// Kint::dump(change_date_format($excel_row[3],'d/m/Y','Y-m-d'));
if( ($policy_no == $source_row['policy_no']) && $endorsement_no == $source_row['endorsement_no'] && change_date_format($policy_start_date,'d/m/Y','Y-m-d') == $source_row['policy_start_date'] && change_date_format($policy_end_date,'d/m/Y','Y-m-d') == $source_row['policy_end_date'] && $client_name == $source_row['client_name'])
{
$is_source_found = 1;
@ -1660,7 +1718,7 @@ class PolicyTransactionController extends BaseController
$data = [ 'invoice_status' => $inv_details['invoice_status'],
'invoice_no' => $inv_details['invoice_no'],
'invoice_amount' => $inv_details['invoice_amount'],
'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'],'Y-m-d','d-m-Y') : null ];
'invoice_date' => isset($inv_details['invoice_date']) ? change_date_format($inv_details['invoice_date'],'Y-m-d','d/m/Y') : null ];
$data['payments'] = $inv_payment_details;
return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
@ -1677,7 +1735,7 @@ class PolicyTransactionController extends BaseController
$invoiceStatus = $jsonData['invoice_status'];
$hiddenStatementId = $jsonData['hidden_statement_id'];
$invoiceNo = $jsonData['invoice_no'];
$invoiceDate = change_date_format($jsonData['invoice_date'],'d-m-Y','Y-m-d');
$invoiceDate = change_date_format($jsonData['invoice_date'],'d/m/Y','Y-m-d');
$invoice_amount = $jsonData['invoice_amount'];
//Update statement table
@ -1711,7 +1769,7 @@ class PolicyTransactionController extends BaseController
'inv_amt' => $receivedAmount,
'utr_no' => $utrNo,
'tds' => $tds,
'received_date' => change_date_format($paymentDate,'d-m-Y','Y-m-d'),
'received_date' => change_date_format($paymentDate,'d/m/Y','Y-m-d'),
'statement_id' => $hiddenStatementId
];
if($pk){

9
app/Helpers/session_helper.php
View File

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

75
app/Models/PolicyTransactionModel.php
View File

@ -124,7 +124,7 @@ class PolicyTransactionModel extends Model
IF(policy_transaction.month IS NULL,
policy_transaction.policy_issue_date,
policy_transaction.month),
'%b') AS policy_issue_month,
'%b %Y') AS policy_issue_month,
CASE
WHEN clients.client_type = 1 THEN 'Group'
WHEN clients.client_type = 2 THEN 'Retail'
@ -255,7 +255,7 @@ class PolicyTransactionModel extends Model
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
@ -275,7 +275,7 @@ class PolicyTransactionModel extends Model
}else{
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d');
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
@ -300,12 +300,14 @@ class PolicyTransactionModel extends Model
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d');
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
@ -347,7 +349,7 @@ class PolicyTransactionModel extends Model
}else{
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d');
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
@ -375,7 +377,7 @@ class PolicyTransactionModel extends Model
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d');
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
@ -420,7 +422,7 @@ class PolicyTransactionModel extends Model
}else{
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d');
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
@ -448,7 +450,7 @@ class PolicyTransactionModel extends Model
if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d');
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
@ -463,26 +465,34 @@ class PolicyTransactionModel extends Model
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select('
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
pt_co_share_details.exp_amt,
pt_co_share_details.variance
')
->select("
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type,
pt_co_share_details.exp_amt,
pt_co_share_details.variance,
insurer_statements.invoice_amount,
ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->groupStart() // Group the conditions for variance
->where('pt_co_share_details.variance IS NULL')
->orWhere('pt_co_share_details.variance', 0)
->groupEnd();
->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0')
->where('pt_co_share_details.variance IS NOT NULL')
->where('pt_co_share_details.variance !=', 0);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
@ -494,7 +504,7 @@ class PolicyTransactionModel extends Model
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d');
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
@ -535,6 +545,11 @@ class PolicyTransactionModel extends Model
'policy_type.policy_type',
'policy_transaction.policy_no',
'policy_transaction.endorsement_no',
"CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type",
'policy_transaction.action_type as action_type_full',
'pt_co_share_details.bp_amt',
'pt_co_share_details.tp_amt',
'pt_co_share_details.tep_amt'
@ -558,7 +573,7 @@ class PolicyTransactionModel extends Model
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d');
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
@ -592,16 +607,21 @@ class PolicyTransactionModel extends Model
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select('
->select("
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type,
policy_transaction.action_type as action_type_full,
pt_co_share_details.exp_amt,
pt_co_share_details.variance
')
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
@ -609,6 +629,7 @@ class PolicyTransactionModel extends Model
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.status', 'completed')
->where('pt_co_share_details.agreed_bp_per IS NULL OR pt_co_share_details.agreed_bp_per = 0')
->where('pt_co_share_details.actual_bp_amt IS NULL OR pt_co_share_details.actual_bp_amt = 0')
->where('pt_co_share_details.actual_bp_brokerage_amt IS NULL OR pt_co_share_details.actual_bp_brokerage_amt = 0');
@ -624,7 +645,7 @@ class PolicyTransactionModel extends Model
} else {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d');
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);

19
app/Models/UserModel.php
View File

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

18
app/Views/DashBoard.php
View File

@ -62,12 +62,18 @@ body {
<span class="d-none d-sm-inline-block">Enrolment</span>
</a>
</li>
<li class="nav-item">
<a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="bds_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">BDS</span>
</a>
</li>
<?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
<li class="nav-item">
<a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="bds_tab">
<span class="mr-1"><i class="fa fa-file"></i></span>
<span class="d-none d-sm-inline-block">BDS</span>
</a>
</li>
<?php } ?>
</ul>
<div class="tab-content">
<?php include('enrollment_dash.php'); ?>

52
app/Views/bds_dash.php
View File

@ -141,31 +141,37 @@ body{
</style>
<div class="tab-pane fade" id="bds-dash-tab" style="/*padding-left: 35px;*/padding-right: 35px;">
<div class="row">
<div class="col-md-4 col-xl-3">
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous order-card" onclick="linkRedirectForBDS(this, 'B')">
<div class="card-block">
<h6 class="m-b-20 font-15">Business Team Pending</h6>
<h2 class="text-right"><i class="mdi mdi-account-multiple-plus f-left"></i><span><?= $businessTeamCount ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<div class="col-md-4 col-xl-3">
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous2 order-card" onclick="linkRedirectForBDS(this, 'F')">
<div class="card-block">
<h6 class="m-b-20 font-15">Finance Team Pending</h6>
<h2 class="text-right"><i class="mdi mdi-account-box f-left"></i><span><?= $financeTeamCount ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
</div>
<?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<div class="col-md-4 col-xl-3">
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous order-card" onclick="linkRedirectForBDS(this, 'B')">
<div class="card-block">
<h6 class="m-b-20 font-15">Business Team Pending</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $businessTeamCount ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<?php } ?>
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
<div class="col-md-4 col-xl-3">
<div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous2 order-card" onclick="linkRedirectForBDS(this, 'F')">
<div class="card-block">
<h6 class="m-b-20 font-15">Finance Team Pending</h6>
<h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $financeTeamCount ?></span></h2>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
<p class="m-b-1">&nbsp;<span class="f-right"></span></p>
</div>
</div>
</div>
<?php } ?>
</div>
</div>
<script>

107
app/Views/business_team_list.php
View File

@ -35,7 +35,7 @@ table.dataTable tbody td {
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id" >
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
<?php
if (isset($clients) && count($clients)) {
@ -48,20 +48,21 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id" >
<label for="addon_policy"> Insurer <span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if (isset($insurer) && count($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php if (isset($insurer) && count($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id" >
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
@ -93,7 +94,8 @@ table.dataTable tbody td {
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
@ -107,7 +109,8 @@ table.dataTable tbody td {
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
@ -116,8 +119,11 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
<a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>"
class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>"
class="btn btn-primary" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
@ -156,6 +162,7 @@ table.dataTable tbody td {
<th>Policy</th>
<th>Policy No</th>
<th>Endorsement No</th>
<th>Event Type</th>
<th>Action</th>
</tr>
</thead>
@ -169,13 +176,23 @@ table.dataTable tbody td {
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['action_type_full']; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<a href="javascript: void(0);"
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="<?= base_url("/policy_tranction/inception/list"); ?>" id="get-policy-list" class="dropdown-item btnEdit" onclick="sendPolicyTransactionID(event, '<?= htmlspecialchars($row['policy_trns_id'], ENT_QUOTES) ?>')">
<a href="
<?php
if ($row['action_type'] == 'I') {
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['policy_trns_id'];
} else {
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['policy_trns_id'];
}
?>" id="get-policy-list" class="dropdown-item btnEdit">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</a>
</div>
</div>
</td>
@ -193,7 +210,6 @@ table.dataTable tbody td {
</div>
<script>
// Datatable document ready
$(document).ready(function() {
@ -204,8 +220,7 @@ $(document).ready(function() {
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [
{
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
@ -220,7 +235,8 @@ $(document).ready(function() {
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this).text()); // Get the value inside the cell
var value = parseFloat($('v', this)
.text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
@ -228,10 +244,13 @@ $(document).ready(function() {
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
var rowIndex = parseInt(lastRow.attr('r')) +
2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
'<c t="inlineStr" r="AA' + rowIndex +
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
'</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
@ -245,7 +264,8 @@ $(document).ready(function() {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");
@ -259,8 +279,7 @@ $(document).ready(function() {
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event)
{
function fetchEmpolyeeList(event) {
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
@ -289,13 +308,11 @@ function fetchEmpolyeeList(event)
window.location.href = apiURL;
}
function objectToQueryString(obj)
{
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams()
{
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
@ -313,7 +330,7 @@ function getURLParams()
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
@ -322,7 +339,7 @@ function getURLParams()
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
setTimeout(function() {
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
@ -330,7 +347,7 @@ function getURLParams()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
},1000)
}, 1000)
}
@ -362,12 +379,14 @@ $(function() {
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
@ -390,23 +409,21 @@ $(function() {
});
function hideDateField(input = null)
{
function hideDateField(input = null) {
let val = $('#date_type').val();
if(input){
if (input) {
val = input;
}
if(val != 0){
if (val != 0) {
$('#date_div').show()
}else{
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id)
{
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);

23
app/Views/client_branch.php
View File

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

12
app/Views/client_kyc.php
View File

@ -51,7 +51,7 @@
<div class="form-group col-md-4">
<label for="kyc_docs">File<span
class="text-danger">*</span></label>
<input class="form-control" type="file" name="file_name" multiple="true" id="kyc_docs_file" required accept=".pdf, .jpeg, .jpg, .png">
<input class="form-control" type="file" name="file_name" id="kyc_docs_file" required accept=".pdf, .jpeg, .jpg, .png">
</div>
<!-- <div class="form-group col-md-4 align-self-end"> -->
<div class="form-group col-md-4" style="<?= isset($client['id']) ? 'margin-top: 41px;' : 'margin-top: 30px;' ?>">
@ -307,7 +307,6 @@
<td>${item.other_docs_name}</td>
<td>${item.file_name}</td>
<td>
<i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
<a href = "${url}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
</td>
</tr>
@ -315,6 +314,9 @@
}
$('#other_docs').append(rowHtml);
//<i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
if(other_docs_count > 0){
$('#others').show()
$('#other_docs_table').show();
@ -419,13 +421,12 @@
</td>
<td id="name_${item.id}" style="display:none;"></td>
<td>
<i id="delete_${item.id}" data-id="${item.id}" class="mdi mdi-delete btnKycDelete" style="font-size:18px; display: none"></i>
<a id="download_${item.id}" data-id="${item.id}" class="fa fa-download" style="font-size:18px; display: none" download></a>
</td>
</tr>`;
tbody.append(row);
});
//<i id="delete_${item.id}" data-id="${item.id}" class="mdi mdi-delete btnKycDelete" style="font-size:18px; display: none"></i>
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
@ -473,13 +474,14 @@
<td>${item.other_docs_name}</td>
<td>${item.file_name}</td>
<td>
<i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
<a href = "${url}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" target="_blank"></a>
</td>
</tr>
`;
}
// <i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
});
$('#other_docs').append(table);

2
app/Views/drive_file_upload.php
View File

@ -51,7 +51,7 @@
<th>S.No</th>
<th>Docs Name</th>
<th>File Name</th>
<th>Drive File Location</th>
<th>Action</th>
</tr>
</thead>
<tbody id="table_bd">

108
app/Views/finance_team_list.php
View File

@ -35,7 +35,7 @@ table.dataTable tbody td {
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id" >
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
<?php
if (isset($clients) && count($clients)) {
@ -48,20 +48,21 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id" >
<label for="addon_policy"> Insurer <span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if (isset($insurer) && count($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php if (isset($insurer) && count($insurer)) { ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id" >
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
@ -93,7 +94,8 @@ table.dataTable tbody td {
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
@ -107,7 +109,8 @@ table.dataTable tbody td {
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
@ -116,8 +119,11 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
<a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
<a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>"
class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>"
class="btn btn-primary" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
@ -156,6 +162,7 @@ table.dataTable tbody td {
<th>Policy</th>
<th>Policy No</th>
<th>Endorsement No</th>
<th>Event Type</th>
<th>Action</th>
</tr>
</thead>
@ -169,13 +176,23 @@ table.dataTable tbody td {
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['action_type_full']; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<a href="javascript: void(0);"
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="<?= base_url("/policy_tranction/inception/list"); ?>" id="get-policy-list" class="dropdown-item btnEdit" onclick="sendPolicyTransactionID(event, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
<a href="
<?php
if ($row['action_type'] == 'I') {
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['id'];
} else {
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['id'];
}
?>" id="get-policy-list" class="dropdown-item btnEdit">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</a>
</div>
</div>
</td>
@ -193,7 +210,6 @@ table.dataTable tbody td {
</div>
<script>
// Datatable document ready
$(document).ready(function() {
@ -204,8 +220,7 @@ $(document).ready(function() {
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [
{
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
@ -220,7 +235,8 @@ $(document).ready(function() {
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this).text()); // Get the value inside the cell
var value = parseFloat($('v', this)
.text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
@ -228,10 +244,13 @@ $(document).ready(function() {
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
var rowIndex = parseInt(lastRow.attr('r')) +
2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
'<c t="inlineStr" r="AA' + rowIndex +
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
'</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
@ -245,7 +264,8 @@ $(document).ready(function() {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");
@ -259,8 +279,7 @@ $(document).ready(function() {
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event)
{
function fetchEmpolyeeList(event) {
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
@ -289,13 +308,11 @@ function fetchEmpolyeeList(event)
window.location.href = apiURL;
}
function objectToQueryString(obj)
{
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams()
{
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
@ -313,7 +330,7 @@ function getURLParams()
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
@ -322,7 +339,7 @@ function getURLParams()
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
setTimeout(function() {
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
@ -330,7 +347,7 @@ function getURLParams()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
},1000)
}, 1000)
}
@ -362,12 +379,14 @@ $(function() {
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
@ -390,23 +409,21 @@ $(function() {
});
function hideDateField(input = null)
{
function hideDateField(input = null) {
let val = $('#date_type').val();
if(input){
if (input) {
val = input;
}
if(val != 0){
if (val != 0) {
$('#date_div').show()
}else{
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id)
{
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);
@ -420,5 +437,4 @@ function sendPolicyTransactionID(event, pt_id)
console.log(apiURL);
window.location.href = apiURL;
}
</script>

46
app/Views/layout/header.php
View File

@ -652,6 +652,7 @@
</div>
</li>
<?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
<li>
<a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
@ -667,27 +668,44 @@
<li>
<a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
</li>
<?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<?php } ?>
<?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<?php } ?>
<li>
<a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
<a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Varience</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
</li>
<li>
<a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
</li>
<li>
<a href="<?= base_url('/dmsSearch') ?>">DMS Search</a>
<a href="<?= base_url('/dmsSearch') ?>">Documents</a>
</li>
</ul>
</div>
</li>
<?php } ?>
</ul>
</div>
<!-- End Sidebar -->

382
app/Views/policy_transaction_endorsement_form.php
View File

@ -60,6 +60,12 @@
color: #666; /* Darker text color */
}
.readonly-select {
pointer-events: none;
background-color: #f0f0f0;
color: #666;
}
.select2-hidden-accessible + .select2-container .select2-dropdown {
display: none !important;
}
@ -102,8 +108,8 @@
<h4 style="position: relative;">Add Endorsement</h4>
</div>
<div class="col-6" style="text-align: right;">
<button type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light"
onclick="show_list_hide_add()">Back</button>
<a href="<?= base_url('policy_tranction/endorsement/list') ?>" id="btnAdd" class="btn btn-primary waves-effect waves-light"
onclick="//show_list_hide_add()">Back</a>
</div>
</div>
<form role="form" class="parsley-examples" method="post" id="endorsement_form_id" enctype="multipart/form-data">
@ -364,8 +370,6 @@
<tr class="hideter" id="table_tr_16" style="display: none;">
<td id="agree_tp_td">Agreed TEP %</td>
</tr>
<tr id="table_tr_17">
<td>Agreed Amount</td>
</tr>
@ -397,13 +401,13 @@
<td>Actual TEP %</td>
</tr>
<tr id="table_tr_27">
<td>Actual BP Brokerage Amount</td>
<td>Actual BP <br> Remuneration Amount</td>
</tr>
<tr class="hidetp" id="table_tr_28">
<td>Actual TP Brokerage Amount</td>
<td>Actual TP <br> Remuneration Amount</td>
</tr>
<tr class="hideter" id="table_tr_29" style="display: none;">
<td>Actual TEP Brokerage Amount</td>
<td>Actual TEP <br> Remuneration Amount</td>
</tr>
<tr id="table_tr_30">
<td>Expected Amount</td>
@ -446,6 +450,11 @@
<!-- end form row -->
<script>
$(document).ready(function(){
getURLParamsForReport()
hidePermiumDetailsBasedOnTheTeam()
})
$(document).ready(function(){
@ -453,8 +462,8 @@ $(document).ready(function(){
let client_id = $(this).val();
console.log('client_id', client_id);
console.log('branch_list', branch_list);
// console.log('client_id', client_id);
// console.log('branch_list', branch_list);
if(client_id == 'add_client') {
$('#client_id').val('').change();
@ -479,8 +488,8 @@ $(document).ready(function(){
$('#client_branch_id').change(function(){
let branch_id = $(this).val();
console.log(policy_list)
console.log(branch_id)
// console.log(policy_list)
// console.log(branch_id)
if(policy_list != '') {
console.log(policy_list[branch_id]);
@ -492,6 +501,10 @@ $(document).ready(function(){
});
$('#client_policy_id').change(function(){
console.log('######################################')
console.log('client_policy_id onchange called')
console.log('######################################')
let client_id = $('#client_id').val();
let policy_tranction_primarykey = $('#policy_tranction_primarykey').val();
@ -503,12 +516,12 @@ $(document).ready(function(){
var start_date = $(this).find('option:selected').attr('data-sd');
var end_date = $(this).find('option:selected').attr('data-ed');
console.log('client_id', client_id);
console.log('client_policy_id', client_policy_id);
console.log('policy_tranction_primarykey', policy_tranction_primarykey);
console.log('policy_no', policy_no);
console.log('cd_ac_no',cd_ac_no);
console.log('tpa',tpa);
// console.log('client_id', client_id);
// console.log('client_policy_id', client_policy_id);
// console.log('policy_tranction_primarykey', policy_tranction_primarykey);
// console.log('policy_no', policy_no);
// console.log('cd_ac_no',cd_ac_no);
// console.log('tpa',tpa);
$('#policy_no').val(policy_no);
$('#insurer_id').val(insurer);
@ -517,10 +530,10 @@ $(document).ready(function(){
$('#policy_start_date').val(start_date);
$('#policy_end_date').val(end_date);
removeAllColumnsExceptFirst('insurerTable');
if(!policy_tranction_primarykey && client_id && client_policy_id){
removeAllColumnsExceptFirst('insurerTable');
form_action = '<?= base_url("util/getPTCOShareCount/"); ?>' + client_id + '/' + client_policy_id;
$.ajax({
@ -709,7 +722,7 @@ $("#endorsement_form_id").submit(function(event) {
if (res.status == true) {
toastr.success(res.message, 'Success');
$('#policy_tranction_primarykey').val(res.pt_id);
window.location.reload(true);
window.location.href = '<?= base_url('policy_tranction/endorsement/list') ?>';
} else {
toastr.error(res.message, 'Error');
}
@ -809,7 +822,8 @@ function getPolicyTransactionDataForEndorsementEdit(input){
$('.loader-mask').fadeIn();
$('#endorsement_form_id')[0].reset();
var id = $(input).attr('data-id');
// var id = $(input).attr('data-id');
var id = input;
$.ajax({
url: '<?= base_url("/policy_tranction/endorsement/list/") ?>' + id,
@ -851,11 +865,14 @@ function getPolicyTransactionDataForEndorsementEdit(input){
$('#policy_start_date').val(res.data.policy_start_date);
$('#policy_end_date').val(res.data.policy_end_date);
$('#endorse_eff_date').val(res.data.endorse_eff_date);
$('#endorse_eff_date').val(res.data.month);
$('#month').val(res.data.month);
removeAllColumnsExceptFirst('insurerTable');
if(res.data.pt_co_share_details){
populateTable(res.data.pt_co_share_details, true);
if(res.data.pt_co_share_details.length > 0){
setTimeout(function(){
populateTable(res.data.pt_co_share_details, true);
}, 2000);
}else{
addInsurerColumn();
}
@ -881,7 +898,7 @@ function getPolicyTransactionDataForEndorsementEdit(input){
function amountCalculation(input) {
// console.log(input);
let selectedOption = $('#policy_type_id').find('option:selected');
let selectedOption = $('#client_policy_id').find('option:selected');
let bap = selectedOption.data('bap');
@ -905,6 +922,14 @@ function amountCalculation(input) {
let stamp_duty_amt = parseFloat($('#stamp_duty_' + input).val()) || 0;
let agreed_amount = parseFloat($('#agreed_amount_' + input).val()) || 0;
let agreed_bp_per = parseFloat($('#agreed_bp_' + input).val()) || 0;
let agreed_tp_per = parseFloat($('#agreed_tp_' + input).val()) || 0;
let agreed_tep_per = parseFloat($('#agreed_ter_' + input).val()) || 0;
let standard_bp_per = parseFloat($('#standard_bp_' + input).val()) || 0;
let standard_tp_per = parseFloat($('#standard_tp_' + input).val()) || 0;
let standard_tep_per = parseFloat($('#standard_tep_' + input).val()) || 0;
// Calculate GST percentage
let gst_per = igst;
if (igst === 0) {
@ -923,14 +948,21 @@ function amountCalculation(input) {
$('#total_amt_' + input).val(finalTotal.toFixed(2));
var expectedAmount = 0;
let sum_of_agreed_premium = agreed_bp_per + agreed_tp_per + agreed_tep_per;
if(agreed_amount != 0 || agreed_amount != ""){
var expectedAmount = 0;
if(agreed_amount > 0 ){
expectedAmount = agreed_amount;
}else if(sum_of_agreed_premium > 0){
expectedAmount = ((bp + cop) * agreed_bp_per)+ ((tp + tep)*(agreed_tp_per + agreed_tep_per));
expectedAmount = expectedAmount / 100;
}else{
expectedAmount = bp + tp + tep;
expectedAmount = ((bp + cop) * standard_bp_per)+ ((tp + tep)*(standard_tp_per + standard_tep_per));
expectedAmount = expectedAmount / 100;
}
// console.log('expectedAmount', expectedAmount);
//Expected Amount
$('#exp_amt_' + input).val(expectedAmount.toFixed(2));
@ -941,16 +973,19 @@ function amountCalculation(input) {
let variance = expectedAmount - (actual_bp_brokerage_amount + actual_tp_brokerage_amount + actual_tep_brokerage_amount)
$('#variance_' + input).val(variance.toFixed(2));
console.log('expectedAmount', expectedAmount);
console.log('variance', variance);
// console.log('variance', variance);
}
function actualAmountCalculation(input){
function actualAmountCalculation(input, field = null){
let selectedOption = $('#policy_type_id').find('option:selected');
console.log('actualAmountCalculation function called')
console.log('actualAmountCalculation function input', input)
console.log('actualAmountCalculation function field', field)
let selectedOption = $('#client_policy_id').find('option:selected');
let bap = selectedOption.data('bap');
console.log('actualAmountCalculation function bap', bap)
let actual_bp_amt = parseFloat($('#actual_bp_amt_' + input).val()) || 0;
let actual_tp_amt = parseFloat($('#actual_tp_amt_' + input).val()) || 0;
@ -964,40 +999,59 @@ function actualAmountCalculation(input){
//------------------------------------------------------------------------------------------
let actual_bp_brokerage_amount = (actual_bp_amt * actual_bp_per) / 100;
let actual_bp_percentage = (actual_bp_brokerage_amt / actual_bp_amt) * 100;
if (field === 'bp_per') {
console.log()
if (actual_bp_amt > 0 && actual_bp_per >= 0) {
let actual_bp_brokerage_amount = (actual_bp_amt * actual_bp_per) / 100;
$('#actual_bp_brokerage_amt_' + input).val(actual_bp_brokerage_amount.toFixed(2));
}
} else if (field === 'bp_broker_amt') {
// If brokerage amount is changed, update percentage
if (actual_bp_amt > 0 && actual_bp_brokerage_amt >= 0) {
let actual_bp_percentage = (actual_bp_brokerage_amt / actual_bp_amt) * 100;
$('#actual_bp_per_' + input).val(actual_bp_percentage.toFixed(2));
}
} else if (field === 'bp_amt_for_calc') {
if(actual_bp_brokerage_amt == 0 || actual_bp_brokerage_amt == 0.00 || actual_bp_brokerage_amt == ""){
$('#actual_bp_brokerage_amt_' + input).val(actual_bp_brokerage_amount.toFixed(2));
if (actual_bp_amt > 0 && actual_bp_per >= 0) {
let actual_bp_brokerage_amount = (actual_bp_amt * actual_bp_per) / 100;
$('#actual_bp_brokerage_amt_' + input).val(actual_bp_brokerage_amount.toFixed(2));
}
if (actual_bp_amt > 0 && actual_bp_brokerage_amt >= 0) {
let actual_bp_percentage = (actual_bp_brokerage_amt / actual_bp_amt) * 100;
$('#actual_bp_per_' + input).val(actual_bp_percentage.toFixed(2));
}
}
if(actual_bp_per == 0 || actual_bp_per == 0.00 || actual_bp_per == ""){
$('#actual_bp_per_' + input).val(actual_bp_percentage.toFixed(2));
}
console.log('actual_bp_brokerage_amount', actual_bp_brokerage_amount);
console.log('actual_bp_percentage', actual_bp_percentage);
//-----------------------------------------------------------------------------------------
var actual_tp_brokerage_amount = 0;
var actual_tp_percentage = 0;
if(bap == 'Motor'){
actual_tp_brokerage_amount = (actual_tp_amt * actual_tp_per) / 100;
actual_tp_percentage = (actual_tp_brokerage_amt / actual_tp_amt) * 100;
if (field === 'tp_per') {
if (actual_tp_amt > 0 && actual_tp_per >= 0) {
let actual_tp_brokerage_amount = (actual_tp_amt * actual_tp_per) / 100;
$('#actual_tp_brokerage_amt_' + input).val(actual_tp_brokerage_amount.toFixed(2));
}
} else if (field === 'tp_broker_amt') {
// If brokerage amount is changed, update percentage
if (actual_tp_amt > 0 && actual_tp_brokerage_amt >= 0) {
let actual_tp_percentage = (actual_tp_brokerage_amt / actual_tp_amt) * 100;
$('#actual_tp_per_' + input).val(actual_tp_percentage.toFixed(2));
}
} else if (field === 'tp_amt_for_calc') {
if(actual_tp_brokerage_amt == 0 || actual_tp_brokerage_amt == ""){
$('#actual_tp_brokerage_amt_' + input).val(actual_tp_brokerage_amount.toFixed(2));
if (actual_tp_amt > 0 && actual_tp_per >= 0) {
let actual_tp_brokerage_amount = (actual_tp_amt * actual_tp_per) / 100;
$('#actual_tp_brokerage_amt_' + input).val(actual_tp_brokerage_amount.toFixed(2));
}
if (actual_tp_amt > 0 && actual_tp_brokerage_amt >= 0) {
let actual_tp_percentage = (actual_tp_brokerage_amt / actual_tp_amt) * 100;
$('#actual_tp_per_' + input).val(actual_tp_percentage.toFixed(2));
}
}
if(actual_tp_per == 0 || actual_tp_per == ""){
$('#actual_tp_per_' + input).val(actual_bp_percentage.toFixed(2));
}
console.log('actual_tp_brokerage_amount', actual_tp_brokerage_amount);
console.log('actual_tp_percentage', actual_tp_percentage);
}else{
$('#actual_tp_brokerage_amt_' + input).val(0);
@ -1006,25 +1060,33 @@ function actualAmountCalculation(input){
//-----------------------------------------------------------------------------------------
var actual_tep_brokerage_amount = 0;
var actual_tep_percentage = 0;
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
actual_tep_brokerage_amount = (actual_tep_amt * actual_tep_per) / 100;
actual_tep_percentage = (actual_tep_brokerage_amt / actual_tep_amt) * 100;
if (field === 'tep_per') {
if (actual_tep_amt > 0 && actual_tep_per >= 0) {
let actual_tep_brokerage_amount = (actual_tep_amt * actual_tep_per) / 100;
$('#actual_tep_brokerage_amt_' + input).val(actual_tep_brokerage_amount.toFixed(2));
}
} else if (field === 'tep_broker_amt') {
// If brokerage amount is changed, update percentage
if (actual_tep_amt > 0 && actual_tep_brokerage_amt >= 0) {
let actual_tep_percentage = (actual_tep_brokerage_amt / actual_tep_amt) * 100;
$('#actual_tep_per_' + input).val(actual_tep_percentage.toFixed(2));
}
} else if (field === 'tep_amt_for_calc') {
if(actual_tep_brokerage_amt == 0 || actual_tep_brokerage_amt == ""){
$('#actual_tep_brokerage_amt_' + input).val(actual_tep_brokerage_amount.toFixed(2));
if (actual_tep_amt > 0 && actual_tep_per >= 0) {
let actual_tep_brokerage_amount = (actual_tep_amt * actual_tep_per) / 100;
$('#actual_tep_brokerage_amt_' + input).val(actual_tep_brokerage_amount.toFixed(2));
}
if (actual_tep_amt > 0 && actual_tep_brokerage_amt >= 0) {
let actual_tep_percentage = (actual_tep_brokerage_amt / actual_tep_amt) * 100;
$('#actual_tep_per_' + input).val(actual_tep_percentage.toFixed(2));
}
}
if(actual_tep_per == 0 || actual_tp_per == ""){
$('#actual_tep_per_' + input).val(actual_bep_percentage.toFixed(2));
}
console.log('actual_tep_brokerage_amount', actual_tep_brokerage_amount);
console.log('actual_tep_percentage', actual_tep_percentage);
}else{
$('#actual_tep_brokerage_amt_' + input).val(0);
@ -1041,8 +1103,8 @@ function actualAmountCalculation(input){
$('#variance_' + input).val(variance.toFixed(2));
console.log('expectedAmount', expectedAmount);
console.log('variance', variance);
// console.log('expectedAmount', expectedAmount);
// console.log('variance', variance);
}
function validateRange(input) {
@ -1079,6 +1141,82 @@ function checkInvoiceStatusToHideSubmitBtn(id){
}
function hidePermiumDetailsBasedOnTheTeam(){
var teams = <?php echo json_encode(user_team()); ?>;
console.log('teams', teams);
// var teams = <?php echo json_encode(teams()); ?>;
// console.log('teams', teams);
var ids = [
'table_tr_14',
'table_tr_15',
'table_tr_16',
'table_tr_17',
'table_tr_18',
'table_tr_19',
'table_tr_20',
'table_tr_21',
'table_tr_22',
'table_tr_23',
'table_tr_24',
'table_tr_25',
'table_tr_26',
'table_tr_27',
'table_tr_28',
'table_tr_29',
'table_tr_30',
'table_tr_31',
'table_tr_32'
];
if (teams.includes('4')) {
console.log('Finance Team Logged in.');
ids.forEach(function(id) {
$('#' + id).show();
// $('#' + id + ' input, #' + id + ' select, #' + id + ' textarea').prop('disabled', false); // Enable inputs
});
} else {
console.log('Business Team Logged in.');
ids.forEach(function(id) {
$('#' + id).hide(); // Hide the row
// $('#' + id + ' input, #' + id + ' select, #' + id + ' textarea').prop('disabled', true); // Disable inputs
});
$('.hideter').hide()
$('.hidetp').hide()
}
}
function getpolicyDataForEndorsement(input){
var client_policy_id = $(input).val();
console.log(client_policy_id);
if(client_policy_id){
$.ajax({
url: '<?php echo base_url('util/get_client_policy_data_using_client_policy_id/');?>'+ client_policy_id,
type: "GET",
dataType: 'json',
success: function (res) {
console.log(res)
if(res.status == true){
$('#ct_type').val(1)
}else{
$('#ct_type').val(2)
console.log(res.message, 'warning');
}
},
error: function (xhr, status, error) {
console.error(xhr.responseText);
console.error(status, error);
}
});
}
}
//---------------------------------------------------------------------------------------------------------
var insurerCount = 0;
@ -1097,6 +1235,8 @@ $('#setInsurerCount').on('input', function() {
function addInsurerColumn() {
insurerCount++;
hidePermiumDetailsBasedOnTheTeam()
// Update header
$('#insurerTable thead tr').append(`
@ -1113,7 +1253,7 @@ function addInsurerColumn() {
switch(index) {
case 0: // Insurer selection
newCell = `<td>
<select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
<select class="form-control follow_insurer readonly-select" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
<option value="" selected>Select Insurer</option>
<?php foreach ($insurer_branch as $value) { ?>
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
@ -1148,13 +1288,13 @@ function addInsurerColumn() {
newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 7: // CGST
newCell = `<td><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 8: // SGST
newCell = `<td><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 9: // IGST
newCell = `<td><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 10: // GST Amount
newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')" readonly onkeypress="return onlyNumbers(event)"></td>`;
@ -1166,13 +1306,13 @@ function addInsurerColumn() {
newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}" name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
break;
case 13: // Agreed BP %
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_bp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
break;
case 14: // Agreed TP %
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_tp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_tp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 15: // Agreed Ter %
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_ter[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
break;
case 16: // Agreed Amount
newCell = `<td><input type="text" class="right-align-input" id="agreed_amount_${insurerCount}" name="agreed_amount[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
@ -1187,31 +1327,31 @@ function addInsurerColumn() {
newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
break;
case 20: // Actual BP Amount
newCell = `<td><input type="text" class="right-align-input" id="actual_bp_amt_${insurerCount}" name="actual_bp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="actual_bp_amt_${insurerCount}" name="actual_bp_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 21: // Actual TP Amount
newCell = `<td><input type="text" class="right-align-input" id="actual_tp_amt_${insurerCount}" name="actual_tp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="actual_tp_amt_${insurerCount}" name="actual_tp_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 22: // Actual TEP Amount
newCell = `<td><input type="text" class="right-align-input" id="actual_tep_amt_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="actual_tep_amt_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 23: // Actual BP %
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_bp_per_${insurerCount}" name="actual_bp_per[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_bp_per_${insurerCount}" name="actual_bp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_per')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 24: // Actual TP %
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tp_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tp_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_per')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 25: // Actual TEP %
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tep_per_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tep_per_${insurerCount}" name="actual_tep_per[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_per')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 26: // Actual BP Brokerage Amount
newCell = `<td><input type="text" class="right-align-input" id="actual_bp_brokerage_amt_${insurerCount}" name="actual_bp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="actual_bp_brokerage_amt_${insurerCount}" name="actual_bp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 27: // Actual TP Brokerage Amount
newCell = `<td><input type="text" class="right-align-input" id="actual_tp_brokerage_amt_${insurerCount}" name="actual_tp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="actual_tp_brokerage_amt_${insurerCount}" name="actual_tp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_broker_amt' )" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 28: // Actual TEP Brokerage Amount
newCell = `<td><input type="text" class="right-align-input" id="actual_tep_brokerage_amt_${insurerCount}" name="actual_tep_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
newCell = `<td><input type="text" class="right-align-input" id="actual_tep_brokerage_amt_${insurerCount}" name="actual_tep_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
break;
case 29: // Expected Amount
newCell = `<td><input type="text" class="right-align-input" id="exp_amt_${insurerCount}" name="exp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
@ -1225,14 +1365,17 @@ function addInsurerColumn() {
case 32: // ID For Update
newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
break;
}
// console.log(newCell);
$(this).append(newCell);
$('#follow_insurer_id_' + insurerCount).select2()
// $('#follow_insurer_id_' + insurerCount).select2()
var selectedOption = $('#policy_type_id').find('option:selected');
var selectedOption = $('#client_policy_id').find('option:selected');
console.log('selcted client policy selectedOption', selectedOption);
var ebp = selectedOption.data('ebp');
var etp = selectedOption.data('etp');
@ -1242,23 +1385,25 @@ function addInsurerColumn() {
var itep = selectedOption.data('itep');
var bap = selectedOption.data('bap');
console.log('selcted client policy BAP', bap);
if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
console.log('Fire, Marine Cargo, Marine Hull');
$('.hideter').show();
$('.hidetp').hide();
}else{
if(bap == 'Motor'){
console.log('Motor');
$('.hidetp').show()
$('.hideter').hide()
}else{
console.log('Not any thing');
$('.hideter').hide()
$('.hidetp').hide()
}
}
$('#standard_bp_').val(ebp);
$('#standard_bp_'+insurerCount).val(ebp);
// $('[name="standard_bp[]"]').val(ebp);
$('[name="standard_tp[]"]').val(etp);
$('[name="standard_tep[]"]').val(etep);
@ -1292,6 +1437,11 @@ function removeInsurerColumn(index) {
}
function removeAllColumnsExceptFirst(tableId) {
console.log('######################################')
console.log('removeAllColumnsExceptFirst function called');
console.log('######################################');
// Remove all headers except the first one
$('#' + tableId + ' thead tr th').each(function(index) {
if (index > 0) { // Keep the first column (index 0)
@ -1312,6 +1462,13 @@ function removeAllColumnsExceptFirst(tableId) {
}
function populateTable(dataArray, status = false) {
console.log('####################################')
console.log('populateTable function called')
console.log('####################################')
console.log(dataArray);
dataArray.forEach((data, index) => {
// Add a new insurer column for each entry in the data array
addInsurerColumn(); // This will add a new column dynamically
@ -1324,7 +1481,7 @@ function populateTable(dataArray, status = false) {
switch (rowIndex) {
case 0: // Insurer selection
cell.find('select').val(insurer).prop('disabled', true).select2();
cell.find('select').val(insurer);
break;
case 1: // Is Leader?
cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
@ -1420,10 +1577,43 @@ function populateTable(dataArray, status = false) {
cell.find('input').val(data.reward);
break;
case 32: // Co-share ID (hidden field)
cell.find('input[type="hidden"]').val(data.id);
cell.find('input[type="hidden"]').val(status ? data.id : '');
break;
}
});
});
}
//-----------------------------------------------------------------------------------------------------------
function getURLParamsForReport()
{
console.log('getURLParamsForReport() function called')
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
const pt_id = params.get('pt_id') ?? 0
console.log('policy tranction id ', pt_id);
if(pt_id != 0){
setTimeout(function(){
hide_list_show_add()
getPolicyTransactionDataForEndorsementEdit(pt_id)
}, 2000)
}else{
show_list_hide_add()
}
console.log('pt_id', pt_id)
}
function onlyNumbers(event)
{
var charcode;
charcode = event.which || event.keyCode;
if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
return false;
}
</script>

78
app/Views/policy_transaction_endorsement_list.php
View File

@ -21,12 +21,6 @@ table.dataTable thead th {
position: absolute;
}
.readonly-select {
pointer-events: none;
background-color: #f0f0f0;
color: #666;
}
.column-header {
margin-right: 10px; /* Adjust this value as needed */
}
@ -201,8 +195,9 @@ table.dataTable thead th {
</tr>
</thead>
<tbody>
<?php foreach($endorsement_data_list as $row){ ?>
<?php foreach($endorsement_data_list as $index => $row){ ?>
<tr>
<td><?php echo $index+1; ?></td>
<td><?php echo $issuer[$row['issuer']] ?? ''; ?></td>
<td><?php echo $row['client_short_name']; ?></td>
<td><?php echo $row['client_branch_name']; ?></td>
@ -210,17 +205,17 @@ table.dataTable thead th {
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $action_type[$row['action_type']]; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td>
<td><?php echo $row['emp_count']; ?></td>
<td><?php echo $row['dependent_count']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['closure_date'])); ?></td>
<td><?php echo empty($row['data_received_date']) ? '' : date('d/m/Y', strtotime($row['data_received_date'])); ?></td>
<td class="right-align-input"><?php echo $row['emp_count']; ?></td>
<td class="right-align-input"><?php echo $row['dependent_count']; ?></td>
<td><?php echo empty($row['closure_date']) ? '' : date('d/m/Y', strtotime($row['closure_date'])); ?></td>
<td><?php echo $policy_status[$row['status']]; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEndorsementEdit(this)"> <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
<a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')"> <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
</div>
</div>
</td>
@ -296,7 +291,8 @@ table.dataTable thead th {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");
@ -309,47 +305,42 @@ table.dataTable thead th {
var today = new Date();
var data_received_date = flatpickr("#data_received_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var closure_date = flatpickr("#closure_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
// var start_date = flatpickr("#policy_start_date", {
// dateFormat: "d-m-Y",
// dateFormat: "d/m/Y",
// allowInput: false
// });
// var end_date = flatpickr("#policy_end_date", {
// dateFormat: "d-m-Y",
// dateFormat: "d/m/Y",
// allowInput: false
// });
var endorse_eff_date = flatpickr("#endorse_eff_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var month = flatpickr("#month", {
dateFormat: "M-Y",
dateFormat: "M/Y",
allowInput: false,
});
// $('#month').val('<?= date('M-Y') ?>');
// console.log('month', $('#month'));
// console.log('month', '<?= date('M-Y') ?>');
// console.log('month', new Date('<?= date('M-Y') ?>'));
// console.log('month', <?= date('M-Y') ?>);
});
function hide_list_show_add()
{
removeAllColumnsExceptFirst('insurerTable');
$('.hideter').hide()
$('.hidetp').hide()
$('#endorsement_form_id')[0].reset();
$('#client_id').val('').change();
$('#client_policy_id').val('').change();
@ -469,6 +460,7 @@ table.dataTable thead th {
'data-etp' : item.etp,
'data-iep' : item.iep,
'data-itp' : item.itp,
'data-bap' : item.bap,
'data-tpa' : item.tpa_branch_id + '-' + item.tpa_id,
});
$('#client_policy_id').append(option);
@ -635,18 +627,18 @@ function getURLParams()
hideDateField(date_type)
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
console.log('status', status)
// console.log('startDate', startDate)
// console.log('endDate', endDate)
// console.log('client_id', client_id)
// console.log('insurer_id', insurer_id)
// console.log('policy_type_id', policy_type_id)
// console.log('date_type', date_type)
// console.log('issuer', issuer)
// console.log('status', status)
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
// console.log('Start Date:', startDate);
// console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
@ -670,20 +662,20 @@ $(function() {
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD/MM/YYYY');
const endDateParam = params.get('end_date') || moment().format('DD/MM/YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
var start = moment(startDateParam, 'DD/MM/YYYY');
var end = moment(endDateParam, 'DD/MM/YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
$('#reportrange span').html(start.format('D/MM/YYYY') + ' - ' + end.format('D/MM/YYYY'));
$('#startDate').val(start.format('DD/MM/YYYY'));
$('#endDate').val(end.format('DD/MM/YYYY'));
}
$('#reportrange').daterangepicker({

652
app/Views/policy_transaction_inception_form.php
View File

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116
app/Views/policy_transaction_inception_list.php
View File

@ -247,6 +247,7 @@ table.dataTable tbody td {
<table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
<thead class="bg-light">
<tr>
<th><div class="column-header">S.No.</div></th>
<th><div class="column-header">Issuer</div></th>
<th><div class="column-header">Issuing Type</div></th>
<th><div class="column-header">Client Type</div></th>
@ -265,8 +266,9 @@ table.dataTable tbody td {
</thead>
<tbody>
<?php foreach($inception_data_list as $row){ ?>
<?php foreach($inception_data_list as $index => $row){ ?>
<tr>
<td><?php echo $index+1; ?></td>
<td><?php echo $issuer[$row['issuer']]; ?></td>
<td><?php echo $issuing_type[$row['issue_type']]; ?></td>
<td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>
@ -274,11 +276,11 @@ table.dataTable tbody td {
<td><?php echo $row['insurer_short_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_end_date'])); ?></td>
<td><?php echo $row['emp_count']; ?></td>
<td><?php echo $row['dependent_count']; ?></td>
<td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
<td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
<td class="right-align-input"><?php echo $row['emp_count']; ?></td>
<td class="right-align-input"><?php echo $row['dependent_count']; ?></td>
<td><?php echo $policy_status[$row['status']]; ?></td>
<td>
<div class="btn-group dropdown">
@ -304,57 +306,6 @@ table.dataTable tbody td {
<?php include('pt_form_file_upload_tab.php'); ?>
<!-- CD No form content modal-->
<div class="modal fade" id="cd_form_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog">
<div class="modal-content">
<div class="modal-header">
<h4 class="modal-title" id="title">Add CD Account Number</h4>
<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
</div>
<div class="modal-body p-4">
<div class="">
<form role="form" class="parsley-examples" method="post" id="CDMasterForm" enctype="multipart/form-data">
<div class="form-group">
<div class="form-row">
<div class="form-group col-md-12">
<label for="email">Opening Date<span class="text-danger">*</span></label>
<input type="text" class="form-control" name="opening_date" id="opening_date" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">CD Account Number<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="cd_ac_no_data" name="cd_ac_no" required>
</div>
</div>
<div class="form-row">
<div class="form-group col-md-12">
<label for="mobile">Opening Amount<span class="text-danger">*</span></label>
<input type="text" class="form-control" id="opening_bal" name="opening_bal" onkeypress="return onlyNumbers(event)" required>
</div>
</div>
</div>
<div class="form-group text-right m-b-0">
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
id="btnSubmit">Submit</button>
</div>
</form>
</div>
</div>
</div>
</div>
</div>
<div class="modal fade" id="file_upload" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
<div class="modal-dialog modal-full-width">
<div class="modal-content">
@ -480,7 +431,8 @@ $(document).ready(function() {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
// ordering: false,
});
} else {
console.error("Table not found.");
@ -493,12 +445,12 @@ $(document).ready(function(){
var today = new Date();
var opening_date = flatpickr("#opening_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var policy_start_date = flatpickr("#policy_start_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
defaultDate: today,
allowInput: false,
onChange: function(selectedDates, dateStr, instance) {
@ -520,30 +472,30 @@ $(document).ready(function(){
closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
var policy_end_datePicker = flatpickr("#policy_end_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
defaultDate: closeDate,
allowInput: false
});
var renewal_datePicker = flatpickr("#renewal_date", {
dateFormat: "d-m-Y",
dateFormat: "d/m/Y",
allowInput: false
});
var month = flatpickr("#month", {
dateFormat: "M-Y", // Format as month and year
dateFormat: "M/Y", // Format as month and year
allowInput: false, // Disable manual input
});
var policy_issue_date = flatpickr("#policy_issue_date", {
dateFormat: "d-m-Y", // Format as day-month-year
dateFormat: "d/m/Y", // Format as day-month-year
allowInput: false, // Disable manual input
onChange: function(selectedDates, dateStr, instance) {
// Get the selected date
var selectedDate = new Date(selectedDates[0]);
// Format the selected date to "M-Y"
var formattedMonth = flatpickr.formatDate(selectedDate, "M-Y");
var formattedMonth = flatpickr.formatDate(selectedDate, "M/Y");
// Set the value of the #month input
month.setDate(formattedMonth);
@ -1445,18 +1397,18 @@ function getURLParams()
hideDateField(date_type)
console.log('startDate', startDate)
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
console.log('status', status)
// console.log('startDate', startDate)
// console.log('endDate', endDate)
// console.log('client_id', client_id)
// console.log('insurer_id', insurer_id)
// console.log('policy_type_id', policy_type_id)
// console.log('date_type', date_type)
// console.log('issuer', issuer)
// console.log('status', status)
// Log the values or use them as needed
console.log('Start Date:', startDate);
console.log('End Date:', endDate);
// console.log('Start Date:', startDate);
// console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
@ -1480,20 +1432,20 @@ $(function() {
const params = new URLSearchParams(url.search);
// Get start and end dates from URL parameters, or use default values
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD/MM/YYYY');
const endDateParam = params.get('end_date') || moment().format('DD/MM/YYYY');
// Parse the dates to moment objects
var start = moment(startDateParam, 'DD-MM-YYYY');
var end = moment(endDateParam, 'DD-MM-YYYY');
var start = moment(startDateParam, 'DD/MM/YYYY');
var end = moment(endDateParam, 'DD/MM/YYYY');
// var start = moment().subtract(29, 'days');
// var end = moment();
function cb(start, end) {
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
$('#endDate').val(end.format('DD-MM-YYYY'));
$('#reportrange span').html(start.format('D/MM/YYYY') + ' - ' + end.format('D/MM/YYYY'));
$('#startDate').val(start.format('DD/MM/YYYY'));
$('#endDate').val(end.format('DD/MM/YYYY'));
}
$('#reportrange').daterangepicker({

12
app/Views/pt_form_file_upload_tab.php
View File

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

73
app/Views/report_bds.php
View File

@ -36,45 +36,35 @@ table.dataTable tbody td {
<thead class="bg-light">
<tr>
<th>S. No</th>
<th>User Name</th>
<th>Month</th>
<th>Business Type</th>
<th>Date</th>
<th>Sales Generated By (Name)</th>
<th>Branch (JIBS)</th>
<th>Serviced By (Name)</th>
<th>Client Name</th>
<th>Client Address</th>
<th>Client Type</th>
<th>Payment From</th>
<th>Reference</th>
<th>Remarks</th>
<th>Policy/Endorsement</th>
<th>Insured Name</th>
<th>Policy/<br>Endorsement</th>
<th>Policy Type</th>
<th>BAP Group</th>
<th>Vehicle Number</th>
<th>Policy No</th>
<th>Endorsement No</th>
<th>Insurer Name</th>
<th>Insurer Branch</th>
<th>TPA</th>
<th>Days Until Expiry</th>
<th>Endorsement Effective Date</th>
<th>Policy Effective Date</th>
<th>Policy Expiry Date</th>
<th>Policy Type</th>
<th>BAP Group</th>
<th>Vehicle Number</th>
<th>Endorsement <br> Effective Date</th>
<th>Policy <br> Effective Date</th>
<th>Policy <br> Expiry Date</th>
<th>Reference</th>
<th>Remarks</th>
<th>Base Premium</th>
<th>Terrorism/TP</th>
<th>Premium (without GST)</th>
<th>Premium <br> (without GST)</th>
<th>GST @ 18%</th>
<th>Total Premium</th>
<th>Base Revenue %</th>
<th>TP / Terrorism Revenue %</th>
<th>Total IRDA Revenue INR</th>
<th>Base <br> Revenue %</th>
<th>TP / Terrorism <br> Revenue %</th>
<th>Total IRDA <br> Revenue INR</th>
<th>GST on Revenue</th>
<th>Total Amount Receivable</th>
<th>Total Amount <br> Receivable</th>
<th>Rewards</th>
<th>Total Brokerage</th>
<th>Payment Ref</th>
<th>Invoice Number</th>
<th>Invoice Date</th>
<th>Invoice Amount</th>
@ -90,32 +80,24 @@ table.dataTable tbody td {
<?php foreach($report_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['user_name']; ?></td>
<td><?php echo $row['policy_issue_month']; ?></td>
<td><?php echo $row['revenue_type']; ?></td>
<td><?php echo $row['policy_issue_date']; ?></td>
<td><?php echo $row['salse_person_name']; ?></td> <!-- Sales Generated By (Name) -->
<td><?php echo 'Chennai'; ?></td>
<td><?php echo $row['service_person_name']; ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['client_address']; ?></td>
<td><?php echo $row['client_type']; ?></td>
<td></td> <!-- Payment From -->
<td><?php echo $row['ref']; ?></td>
<td><?php echo $row['remarks']; ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['action_type']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['bap']; ?></td>
<td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['insurer_name']; ?> </td>
<td><?php echo $row['insurer_branch_name']; ?></td>
<td><?php echo $row['tpa_name']; ?></td>
<td><?php echo $row['days']; ?></td>
<td><?php echo $row['endorse_eff_date']; ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo date('d-m-Y', strtotime($row['policy_end_date'])); ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['bap']; ?></td>
<td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
<td><?php echo empty($row['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
<td><?php echo empty($row['policy_start_date']) ? '' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
<td><?php echo empty($row['policy_end_date']) ? '' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
<td><?php echo $row['ref']; ?></td>
<td><?php echo $row['remarks']; ?></td>
<td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
<td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
<td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
@ -127,10 +109,8 @@ table.dataTable tbody td {
<td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
<td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
<td class="right-align-input"><?php echo $row['reward']; ?></td>
<td></td>
<td></td>
<td><?php echo $row['invoice_no']; ?></td>
<td><?php echo $row['invoice_date']; ?></td>
<td><?php echo empty($row['invoice_date']) ? '' : date('d/m/Y', strtotime($row['invoice_date'])); ?></td>
<td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
<td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
<td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
@ -212,7 +192,8 @@ $(document).ready(function() {
searchPlaceholder: "Search..."
},
paging: true, // Enable pagination
pageLength: 25 // Set default number of rows per page (optional)
pageLength: 25, // Set default number of rows per page (optional)
ordering: false,
});
} else {
console.error("Table not found.");

147
app/Views/variance_report_list.php
View File

@ -35,7 +35,7 @@ table.dataTable tbody td {
<div class="form-group col-md-3">
<label for="client_branch">Client<span class="text-danger"></span></label>
<select class="form-control" id="client_id" name="client_id" >
<select class="form-control" id="client_id" name="client_id">
<option value="0">Select Client</option>
<?php
if (isset($clients) && count($clients)) {
@ -48,20 +48,21 @@ table.dataTable tbody td {
</div>
<div class="form-group col-md-3">
<label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id" >
<label for="addon_policy"> Insurer <span id="base_danger"
class="text-danger"></span></label>
<select class="form-control" id="insurer_id" name="insurer_id">
<option value="0" selected>Select Insurer</option>
<?php if(isset($insurer) && count($insurer)){ ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php foreach ($insurer as $value) { ?>
<option value="<?= $value['id']?>"><?= $value['name']?></option>
<?php } ?>
<?php } ?>
</select>
</div>
<div class="form-group col-md-3">
<label for="email"> Policy Type <span class="text-danger"></span></label>
<select class="form-control" id="policy_type_id" name="policy_type_id" >
<select class="form-control" id="policy_type_id" name="policy_type_id">
<option value="0">Select Policy Type</option>
<?php
if (isset($policy_types) && count($policy_types)) {
@ -93,7 +94,8 @@ table.dataTable tbody td {
<div class="form-group col-md-3">
<label>Date Type<span class="text-danger"></span></label>
<select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
<select class="form-control" id="date_type" name="date_type"
onchange="hideDateField()">
<option value="0">Select Date Type</option>
<?php
if (isset($date_type) && count($date_type)) {
@ -107,7 +109,8 @@ table.dataTable tbody td {
<div class="form-group col-md-3" style="display: none;" id="date_div">
<label>Date<span class="text-danger"></span></label>
<div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<div id="reportrange" class="form-control"
style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
<i class="fa fa-calendar"></i>&nbsp;
<span></span> <i class="fa fa-caret-down"></i>
</div>
@ -118,8 +121,11 @@ table.dataTable tbody td {
</div>
<div class="form-group text-right m-b-0">
<a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>
<a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>"
class="btn btn-secondary" id="clear-filters">Clear</a>
<a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>"
class="btn btn-primary" id="get-emp-list"
onclick="fetchEmpolyeeList(event);">Submit</a>
</div>
</div>
</div>
@ -135,7 +141,7 @@ table.dataTable tbody td {
<div class="card-body">
<div class="row" style="padding-bottom: 10px;">
<div class="col-6" style="align-self: center;">
<h4 style="position: relative;">Varience Report</h4>
<h4 style="position: relative;">Variance Report</h4>
</div>
</div>
@ -150,34 +156,45 @@ table.dataTable tbody td {
<th>Policy No</th>
<th>Endorsement No</th>
<th>Expected Amount</th>
<th>Varience</th>
<th>Action</th>
<th>Realization Amount</th>
<th>Variance</th>
<!-- <th>Action</th> -->
</tr>
</thead>
<tbody>
<?php if (isset($varience_list)) { ?>
<?php foreach($varience_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td><?php echo $row['exp_amt']; ?></td>
<td><?php echo $row['variance']; ?></td>
<td>
<div class="btn-group dropdown">
<a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="<?= base_url("/policy_tranction/inception/list"); ?>" id="get-policy-list" class="dropdown-item btnEdit" onclick="sendPolicyTransactionID(event, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</div>
</div>
</td>
</tr>
<?php } ?>
<?php foreach($varience_list as $index => $row){ ?>
<tr>
<td><?= $index + 1 ?></td>
<td><?php echo $row['client_name']; ?></td>
<td><?php echo $row['insurer_name']; ?></td>
<td><?php echo $row['policy_type']; ?></td>
<td><?php echo $row['policy_no']; ?></td>
<td><?php echo $row['endorsement_no']; ?></td>
<td class="right-align-input"><?php echo $row['exp_amt']; ?></td>
<td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
<td class="right-align-input"><?php echo $row['variance']; ?></td>
<!-- <td>
<div class="btn-group dropdown">
<a href="javascript: void(0);"
class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
<div class="dropdown-menu dropdown-menu-right">
<a href="
<?php
if ($row['action_type'] == 'I') {
echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['id'];
} else {
echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['id'];
}
?>" id="get-policy-list" class="dropdown-item btnEdit">
<i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
</a>
</div>
</div>
</td> -->
</tr>
<?php } ?>
<?php } ?>
</tbody>
</table>
@ -190,7 +207,6 @@ table.dataTable tbody td {
</div>
<script>
// Datatable document ready
$(document).ready(function() {
@ -201,8 +217,7 @@ $(document).ready(function() {
dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
"<'row'<'col-sm-12'tr>>" +
"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
buttons: [
{
buttons: [{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
@ -217,7 +232,8 @@ $(document).ready(function() {
// Find cells in column AB (28th column in Excel)
$('row c[r^="AB"]', sheet).each(function() {
var value = parseFloat($('v', this).text()); // Get the value inside the cell
var value = parseFloat($('v', this)
.text()); // Get the value inside the cell
if (!isNaN(value)) {
total += value;
}
@ -225,10 +241,13 @@ $(document).ready(function() {
// Get the last row index and append the total row
var lastRow = $('row:last', sheet);
var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
var rowIndex = parseInt(lastRow.attr('r')) +
2; // Find the next row index
var totalRow = '<row r="' + rowIndex + '">' +
'<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
'<c t="inlineStr" r="AA' + rowIndex +
'"><is><t>Total</t></is></c>' + // Insert "Total" in AA
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
'</v></c>' + // Insert sum in AB
'</row>';
// Append the new total row to the sheet
@ -256,8 +275,7 @@ $(document).ready(function() {
$('#policy_type_id').select2();
})
function fetchEmpolyeeList(event)
{
function fetchEmpolyeeList(event) {
event.preventDefault(); // Prevent default action
var start_date = $('#startDate').val();
@ -286,13 +304,11 @@ function fetchEmpolyeeList(event)
window.location.href = apiURL;
}
function objectToQueryString(obj)
{
function objectToQueryString(obj) {
return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
}
function getURLParams()
{
function getURLParams() {
const url = new URL(window.location.href);
const params = new URLSearchParams(url.search);
@ -310,7 +326,7 @@ function getURLParams()
console.log('endDate', endDate)
console.log('client_id', client_id)
console.log('insurer_id', insurer_id)
console.log('policy_type_id', policy_type_id)
console.log('policy_type_id', policy_type_id)
console.log('date_type', date_type)
console.log('issuer', issuer)
@ -319,7 +335,7 @@ function getURLParams()
console.log('End Date:', endDate);
if (startDate != 0 && endDate != 0) {
setTimeout(function(){
setTimeout(function() {
$('#start_date').val(startDate)
$('#end_date').val(endDate)
$('#client_id').val(client_id).change()
@ -327,7 +343,7 @@ function getURLParams()
$('#policy_type_id').val(policy_type_id).change()
$('#date_type').val(date_type)
$('#issuer').val(issuer)
},1000)
}, 1000)
}
@ -359,12 +375,14 @@ $(function() {
startDate: start,
endDate: end,
ranges: {
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
'Today': [moment(), moment()],
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
'This Month': [moment().startOf('month'), moment().endOf('month')],
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
.endOf('month')
]
}
}, cb);
@ -387,24 +405,22 @@ $(function() {
});
function hideDateField(input = null)
{
function hideDateField(input = null) {
let val = $('#date_type').val();
if(input){
if (input) {
val = input;
}
if(val != 0){
if (val != 0) {
$('#date_div').show()
}else{
} else {
$('#date_div').hide()
}
}
function sendPolicyTransactionID(event, pt_id)
{
function sendPolicyTransactionID(event, pt_id) {
event.preventDefault(); // Prevent default action
console.log(pt_id);
@ -418,5 +434,4 @@ function sendPolicyTransactionID(event, pt_id)
console.log(apiURL);
window.location.href = apiURL;
}
</script>

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