CHANGE_LEAD_MINOR_CR : RV

app/Controllers/LeadsController.php

@@ -440,6 +440,9 @@ class LeadsController extends BaseController
                 'earned_claims_ratio' => $data['earned_claims_ratio'][$index] ?? 0,
                 'total_si_at_incept' => $data['total_si_at_incept'][$index] ?? 0,
                 'total_si_at_renewal' => $data['total_si_at_renewal'][$index] ?? 0,
+
+                'total_lives_at_incept' => $data['total_lives_at_incept'][$index] ?? 0,
+                'premium_at_incept' => $data['premium_at_incept'][$index] ?? 0,
                 'fin_years_claims' => $last_3_years_claims,
 
                 // 'file_name'              => $file_name,
@@ -1319,6 +1322,10 @@ class LeadsController extends BaseController
             } else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
                 $lead_data = [
                     'Insured' => $rfq_data['client_name'],
+                    'No of Employees at Inception' => $rfq_data['incept_emp_count'],
+                    'Total Lives at Inception' => $rfq_data['total_lives_at_incept'],
+                    'Total Sum Insured at Inception' => $rfq_data['total_si_at_incept'],
+                    'Premium at inception' => $rfq_data['premium_at_incept'],
                     'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
                     'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
                     'Policy Period' => !empty($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",
@@ -2273,6 +2280,31 @@ class LeadsController extends BaseController
             $from_mail = "bs@nhanceindia.in";
         }
 
+        if ($recipient_type === 'placement') {
+
+            $lead_data = $this->leadsModel->find($lead_id);
+
+            $data = [];
+
+            if (!empty($params['policy_start_date'])) {
+                $converted_start = change_date_format($params['policy_start_date']); // converts to Y-m-d
+                if ($converted_start !== $lead_data['policy_start_date']) {
+                    $data['policy_start_date'] = $converted_start;
+                }
+            }
+
+            if (!empty($params['policy_end_date'])) {
+                $converted_end = change_date_format($params['policy_end_date']); // converts to Y-m-d
+                if ($converted_end !== $lead_data['policy_end_date']) {
+                    $data['policy_end_date'] = $converted_end;
+                }
+            }
+
+            if (!empty($data)) {
+                $this->leadsModel->update($lead_id, $data);
+            }
+        }
+
         $result_data = [];
         // dd($recipient_mail);
         if ($recipient_type == 'insurer' && (!is_array($recipient_mail) || count($recipient_mail) == 0)) {

app/Models/LeadsModel.php

@@ -97,7 +97,10 @@ class LeadsModel extends Model
         'is_installment',
         'no_of_installment',
         'is_policy_created',
-        'claim_history'
+        'claim_history',
+        
+        'total_lives_at_incept',
+        'premium_at_incept',
     ];
 
 

app/Views/rfq/gpa.php

@@ -8,8 +8,18 @@
         </div>
 
         <div class="form-group col-md-3">
-            <label for="total_si_at_incept" class="total_title"> Total Sum Insured at Inception  <span class="text-danger">*</span></label>
+            <label for="total_lives_at_incept" class="total_title"> Total Lives at Inception <span class="text-danger">*</span></label>
-            <input value="<?= isset($lead_edit_data['total_si_at_incept']) ? $lead_edit_data['total_si_at_incept'] : '' ?>" type="text" class="form-control" id="total_si_at_incept" name="total_si_at_incept[]" placeholder="Enter Lives" required>
+            <input value="<?= isset($lead_edit_data['total_lives_at_incept']) ? $lead_edit_data['total_lives_at_incept'] : '' ?>" type="text" class="form-control" id="total_lives_at_incept" name="total_lives_at_incept[]" placeholder="Enter Lives" required>
+        </div>
+
+        <div class="form-group col-md-3 renewalFields">
+            <label for="total_si_at_incept"> Total Sum Insured at Inception  <span class="text-danger">*</span></label>
+            <input value="<?= isset($lead_edit_data['total_si_at_incept']) ? $lead_edit_data['total_si_at_incept'] : '' ?>" type="text" class="form-control" id="total_si_at_incept" name="total_si_at_incept[]" placeholder="Enter Sum Insured" required>
+        </div>
+
+        <div class="form-group col-md-3 renewalFields">
+            <label for="premium_at_incept"> Premium at inception <span class="text-danger">*</span></label>
+            <input value="<?= isset($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>
         </div>
 
         <div class="form-group col-md-3 renewalFields">
@@ -19,7 +29,7 @@
 
         <div class="form-group col-md-3 renewalFields">
             <label for="total_si_at_renewal"> Total Sum Insured at Renewal   <span class="text-danger">*</span></label>
-            <input value="<?= isset($lead_edit_data['total_si_at_renewal']) ? $lead_edit_data['total_si_at_renewal'] : '' ?>" type="text" class="form-control" id="total_si_at_renewal" name="total_si_at_renewal[]" placeholder="Enter Lives" >
+            <input value="<?= isset($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" >
         </div>
 
 </div>

app/Views/view_rfq.php

@@ -491,6 +491,16 @@
 
                     <div class="form-row">
 
+                        <div class="form-group col-md-3">
+                            <label for="policy_start_date">Policy Start Date</label>
+                            <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'])) : "" ?>">
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="policy_end_date">Policy End Date</label>
+                            <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'])) : "" ?>">
+                        </div>
+
                         <div class="form-group col-md-3">
                             <label for="placement_date">Placement Date</label>
                             <input type="text" class="form-control" id="placement_date" name="placement_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['placement_date']) ? date('d-m-Y', strtotime($lead_data['placement_date'])) : "" ?>">
@@ -854,6 +864,16 @@
             allowInput: false,
         });
 
+        var policy_start_date_datePicker = flatpickr("#policy_start_date", {
+            dateFormat: "d-m-Y",
+            allowInput: false,
+        });
+
+        var policy_end_date_datePicker = flatpickr("#policy_end_date", {
+            dateFormat: "d-m-Y",
+            allowInput: false,
+        });
+
 
     })
 
@@ -3729,6 +3749,8 @@ function constructURL_ForPlacementMailSend() {
     var lead_id = $('#lead_id').val();
     let to = $('#placement_to').val();
     let placement_date = $('#placement_date').val();
+    let policy_end_date = $('#policy_end_date').val();
+    let policy_start_date = $('#policy_start_date').val();
     let payment_date = $('#payment_date').val();
     let is_cd = $("#is_cd_switch").is(":checked") ? 1 : 0;
     let utr_no = $('#utr_no').val();
@@ -3790,6 +3812,8 @@ function constructURL_ForPlacementMailSend() {
     formData.append('insurer_and_branch', insurer_and_branch);
     formData.append('placement_date', placement_date);
     formData.append('payment_date', payment_date);
+    formData.append('policy_end_date', policy_end_date);
+    formData.append('policy_start_date', policy_start_date);
     formData.append("is_cd",is_cd);
     formData.append('utr_no', utr_no);
     formData.append('premium_amount', premium_amount);

app/Views/view_rfq_non_eb.php

@@ -431,6 +431,15 @@
 
                     <div class="form-row">
 
+                        <div class="form-group col-md-3">
+                            <label for="policy_start_date">Policy Start Date</label>
+                            <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'])) : "" ?>">
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="policy_end_date">Policy End Date</label>
+                            <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'])) : "" ?>">
+                        </div>
                         
 
                         <div class="form-group col-md-3">
@@ -4466,6 +4475,21 @@
             allowInput: false,
         });
 
+        var payment_date_datePicker = flatpickr("#payment_date", {
+            dateFormat: "d-m-Y",
+            allowInput: false,
+        });
+        
+        var policy_start_date_datePicker = flatpickr("#policy_start_date", {
+            dateFormat: "d-m-Y",
+            allowInput: false,
+        });
+
+        var policy_end_date_datePicker = flatpickr("#policy_end_date", {
+            dateFormat: "d-m-Y",
+            allowInput: false,
+        });
+
 
     })
 
@@ -4912,6 +4936,9 @@
         let is_cd = $("#is_cd_switch").is(":checked") ? 1 : 0;
         let no_of_installment = $('#no_of_installment').val();
         let is_installment = $("#is_installment_switch").is(":checked") ? 1 : 0;
+        let policy_end_date = $('#policy_end_date').val();
+        let policy_start_date = $('#policy_start_date').val();
+
 
 
         // Process `to` field
@@ -4974,6 +5001,8 @@
         formData.append('installments', JSON.stringify(data));
         formData.append('no_of_installment', no_of_installment);
         formData.append('is_installment', is_installment);
+        formData.append('policy_end_date', policy_end_date);
+        formData.append('policy_start_date', policy_start_date);
 
 
         ajaxRequest(formData);