CHANGE_LEAD_MINOR_CR : RV
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@ -440,6 +440,9 @@ class LeadsController extends BaseController
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'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
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'total_si_at_incept' => $data['total_si_at_incept'][$index] ?? 0,
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'total_si_at_renewal' => $data['total_si_at_renewal'][$index] ?? 0,
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'total_lives_at_incept' => $data['total_lives_at_incept'][$index] ?? 0,
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'premium_at_incept' => $data['premium_at_incept'][$index] ?? 0,
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'fin_years_claims' => $last_3_years_claims,
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// 'file_name' => $file_name,
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@ -1319,6 +1322,10 @@ class LeadsController extends BaseController
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} else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
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$lead_data = [
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'Insured' => $rfq_data['client_name'],
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'No of Employees at Inception' => $rfq_data['incept_emp_count'],
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'Total Lives at Inception' => $rfq_data['total_lives_at_incept'],
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'Total Sum Insured at Inception' => $rfq_data['total_si_at_incept'],
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'Premium at inception' => $rfq_data['premium_at_incept'],
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'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
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'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
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'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
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@ -2273,6 +2280,31 @@ class LeadsController extends BaseController
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$from_mail = "bs@nhanceindia.in";
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}
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if ($recipient_type === 'placement') {
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$lead_data = $this->leadsModel->find($lead_id);
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$data = [];
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if (!empty($params['policy_start_date'])) {
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$converted_start = change_date_format($params['policy_start_date']); // converts to Y-m-d
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if ($converted_start !== $lead_data['policy_start_date']) {
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$data['policy_start_date'] = $converted_start;
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}
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}
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if (!empty($params['policy_end_date'])) {
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$converted_end = change_date_format($params['policy_end_date']); // converts to Y-m-d
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if ($converted_end !== $lead_data['policy_end_date']) {
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$data['policy_end_date'] = $converted_end;
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}
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}
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if (!empty($data)) {
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$this->leadsModel->update($lead_id, $data);
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}
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}
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$result_data = [];
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// dd($recipient_mail);
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if ($recipient_type == 'insurer' && (!is_array($recipient_mail) || count($recipient_mail) == 0)) {
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@ -97,7 +97,10 @@ class LeadsModel extends Model
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'is_installment',
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'no_of_installment',
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'is_policy_created',
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'claim_history'
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'claim_history',
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'total_lives_at_incept',
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'premium_at_incept',
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];
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@ -8,8 +8,18 @@
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</div>
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<div class="form-group col-md-3">
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<label for="total_si_at_incept" class="total_title"> Total Sum Insured at Inception <span class="text-danger">*</span></label>
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<input value="<?= isset($lead_edit_data['total_si_at_incept']) ? $lead_edit_data['total_si_at_incept'] : '' ?>" type="text" class="form-control" id="total_si_at_incept" name="total_si_at_incept[]" placeholder="Enter Lives" required>
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<label for="total_lives_at_incept" class="total_title"> Total Lives at Inception <span class="text-danger">*</span></label>
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<input value="<?= isset($lead_edit_data['total_lives_at_incept']) ? $lead_edit_data['total_lives_at_incept'] : '' ?>" type="text" class="form-control" id="total_lives_at_incept" name="total_lives_at_incept[]" placeholder="Enter Lives" required>
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</div>
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<div class="form-group col-md-3 renewalFields">
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<label for="total_si_at_incept"> Total Sum Insured at Inception <span class="text-danger">*</span></label>
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<input value="<?= isset($lead_edit_data['total_si_at_incept']) ? $lead_edit_data['total_si_at_incept'] : '' ?>" type="text" class="form-control" id="total_si_at_incept" name="total_si_at_incept[]" placeholder="Enter Sum Insured" required>
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</div>
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<div class="form-group col-md-3 renewalFields">
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<label for="premium_at_incept"> Premium at inception <span class="text-danger">*</span></label>
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<input value="<?= isset($lead_edit_data['premium_at_incept']) ? $lead_edit_data['premium_at_incept'] : '' ?>" type="text" class="form-control" id="premium_at_incept" name="premium_at_incept[]" placeholder="Enter Premium" required>
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</div>
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<div class="form-group col-md-3 renewalFields">
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@ -19,7 +29,7 @@
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<div class="form-group col-md-3 renewalFields">
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<label for="total_si_at_renewal"> Total Sum Insured at Renewal <span class="text-danger">*</span></label>
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<input value="<?= isset($lead_edit_data['total_si_at_renewal']) ? $lead_edit_data['total_si_at_renewal'] : '' ?>" type="text" class="form-control" id="total_si_at_renewal" name="total_si_at_renewal[]" placeholder="Enter Lives" >
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<input value="<?= isset($lead_edit_data['total_si_at_renewal']) ? $lead_edit_data['total_si_at_renewal'] : '' ?>" type="text" class="form-control" id="total_si_at_renewal" name="total_si_at_renewal[]" placeholder="Enter Sum Insured" >
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</div>
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</div>
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@ -491,6 +491,16 @@
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<div class="form-row">
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<div class="form-group col-md-3">
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<label for="policy_start_date">Policy Start Date</label>
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<input type="text" class="form-control" id="policy_start_date" name="policy_start_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['policy_start_date']) ? date('d-m-Y', strtotime($lead_data['policy_start_date'])) : "" ?>">
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</div>
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<div class="form-group col-md-3">
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<label for="policy_end_date">Policy End Date</label>
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<input type="text" class="form-control" id="policy_end_date" name="policy_end_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['policy_end_date']) ? date('d-m-Y', strtotime($lead_data['policy_end_date'])) : "" ?>">
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</div>
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<div class="form-group col-md-3">
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<label for="placement_date">Placement Date</label>
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<input type="text" class="form-control" id="placement_date" name="placement_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['placement_date']) ? date('d-m-Y', strtotime($lead_data['placement_date'])) : "" ?>">
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@ -854,6 +864,16 @@
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allowInput: false,
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});
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var policy_start_date_datePicker = flatpickr("#policy_start_date", {
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dateFormat: "d-m-Y",
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allowInput: false,
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});
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var policy_end_date_datePicker = flatpickr("#policy_end_date", {
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dateFormat: "d-m-Y",
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allowInput: false,
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});
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})
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@ -3729,6 +3749,8 @@ function constructURL_ForPlacementMailSend() {
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var lead_id = $('#lead_id').val();
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let to = $('#placement_to').val();
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let placement_date = $('#placement_date').val();
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let policy_end_date = $('#policy_end_date').val();
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let policy_start_date = $('#policy_start_date').val();
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let payment_date = $('#payment_date').val();
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let is_cd = $("#is_cd_switch").is(":checked") ? 1 : 0;
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let utr_no = $('#utr_no').val();
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@ -3790,6 +3812,8 @@ function constructURL_ForPlacementMailSend() {
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formData.append('insurer_and_branch', insurer_and_branch);
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formData.append('placement_date', placement_date);
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formData.append('payment_date', payment_date);
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formData.append('policy_end_date', policy_end_date);
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formData.append('policy_start_date', policy_start_date);
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formData.append("is_cd",is_cd);
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formData.append('utr_no', utr_no);
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formData.append('premium_amount', premium_amount);
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@ -431,6 +431,15 @@
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<div class="form-row">
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<div class="form-group col-md-3">
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<label for="policy_start_date">Policy Start Date</label>
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<input type="text" class="form-control" id="policy_start_date" name="policy_start_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['policy_start_date']) ? date('d-m-Y', strtotime($lead_data['policy_start_date'])) : "" ?>">
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</div>
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<div class="form-group col-md-3">
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<label for="policy_end_date">Policy End Date</label>
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<input type="text" class="form-control" id="policy_end_date" name="policy_end_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['policy_end_date']) ? date('d-m-Y', strtotime($lead_data['policy_end_date'])) : "" ?>">
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</div>
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<div class="form-group col-md-3">
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@ -4466,6 +4475,21 @@
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allowInput: false,
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});
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var payment_date_datePicker = flatpickr("#payment_date", {
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dateFormat: "d-m-Y",
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allowInput: false,
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});
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var policy_start_date_datePicker = flatpickr("#policy_start_date", {
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dateFormat: "d-m-Y",
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allowInput: false,
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});
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var policy_end_date_datePicker = flatpickr("#policy_end_date", {
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dateFormat: "d-m-Y",
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allowInput: false,
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});
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})
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@ -4912,6 +4936,9 @@
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let is_cd = $("#is_cd_switch").is(":checked") ? 1 : 0;
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let no_of_installment = $('#no_of_installment').val();
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let is_installment = $("#is_installment_switch").is(":checked") ? 1 : 0;
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let policy_end_date = $('#policy_end_date').val();
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let policy_start_date = $('#policy_start_date').val();
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// Process `to` field
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@ -4974,6 +5001,8 @@
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formData.append('installments', JSON.stringify(data));
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formData.append('no_of_installment', no_of_installment);
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formData.append('is_installment', is_installment);
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formData.append('policy_end_date', policy_end_date);
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formData.append('policy_start_date', policy_start_date);
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ajaxRequest(formData);
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