CHANGE_EB_CHANGES

app/Controllers/ClientController.php

@@ -4564,11 +4564,11 @@ class ClientController extends AdminController
         // Additional logic for non-individual clients (client_type != 2)
         $branch_insert = null;
         if ($client_type != 2) {
-            $unit[] = $postData['short_name'] . '-' . 001;
+            $unit[] = $postData['short_name'] . '-' . $postData['branch_code'] ?? 001;
             $branch_data = [
                 'client_id' => $client_insert,
                 'branch_name' => $postData['branch_name'],
-                'branch_code' => 001,
+                'branch_code' => $postData['branch_code'] ?? 001,
                 'gst' => $postData['gst'],
                 'units' => json_encode($unit) ?? null,
             ];
@@ -4580,6 +4580,7 @@ class ClientController extends AdminController
                     'contact_type' => 'client',
                     'name' => $postData['name'],
                     'email' => $postData['email'],
+                    'mobile' => $postData['mobile'] ?? null,
                 ];
                 $this->levelContactModel->insert($contact_data);
             }

app/Views/leads_form_handler.php

@@ -189,7 +189,7 @@ if (isset($selected_lead_type)) {
         $('#leads_form').hide()
     }
 
-    function getClientAndBranchAndPolicy() {
+    function getClientAndBranchAndPolicy(append = true) {
 
         console.log('getClientAndBranchAndPolicy function called')
 
@@ -204,7 +204,9 @@ if (isset($selected_lead_type)) {
                     client_list = res.client_data;
                     branch_list = res.branch_data;
                     policy_list = res.policy_data;
-                    appendClients(res.client_data);
+                    if(append == true){
+                        appendClients(res.client_data);
+                    }
                 } else {
                     console.log('No data found');
                 }
@@ -217,7 +219,7 @@ if (isset($selected_lead_type)) {
         });
     }
 
-    function appendClients(data) {
+    function appendClients(data, client_id = null) {
         // console.log("lead_type",lead_type.value);
 
         $('#client_id').empty();
@@ -249,13 +251,17 @@ if (isset($selected_lead_type)) {
                     class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
                 });
 
+                if (client_id == item.id) {
+                    option.attr('selected', true);
+                }
+
                 $('#client_id').append(option);
             }
         });
 
     }
 
-    function appendBranch(data) {
+    function appendBranch(data, branch_id = null) {
 
         $('#client_branch_id').empty();
 
@@ -270,6 +276,11 @@ if (isset($selected_lead_type)) {
                 value: item.id,
                 text: item.branch_name
             });
+
+            if (branch_id == item.id) {
+                option.attr('selected', true);
+            }
+
             $('#client_branch_id').append(option);
         });
     }
@@ -336,6 +347,8 @@ if (isset($selected_lead_type)) {
             $("#client_short_name").val(shortName);
 
             if (client_id == 'add_client') {
+
+                $(this).val("").select2();
                 // alert("Hello");
                 var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
                 myModal.show();

app/Views/newClientModal-old.php

@@ -0,0 +1,312 @@
+<!-- Client form content modal-->
+<div class="modal fade" id="upload_enrollment_model" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
+    <div class="modal-dialog modal-dialog-centered">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="myCenterModalLabel">Add New Client</h4>
+                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body" style="overflow-y: auto;height: 90vh;">
+                <form class="parsley-examples" method="post" id="client_form" enctype="multipart/form-data">
+                    <div class="form-group">
+                        
+                        <div class="form-row">
+                            <div class="form-group col-md-12">
+                                <label for="client_name">Client Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="client_name" name="client_name" required>
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Client Short name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="short_name" name="short_name" onkeyup="validateInputForClient(this, 'clients', 'short_name')" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="cost_center">PAN</label>
+                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInputForClient(this, 'clients', 'pan')">
+                            </div>
+                        </div>
+
+                        <hr>
+
+                        <!-- Client Type -->
+                        <div class="form-row clienttypediv" style="display: none;">
+
+                            <div class="form-group col-md-6">
+                                <label for="dob">Date of Birth<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="dob" placeholder="DD/MM/YYYY" name="dob" >
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="cost_center">Mobile<span class="text-danger"></span></label>
+                                <input type="text" class="form-control" id="phone" placeholder="Enter Mobile Number" maxlength="10" name="phone"
+                                onkeypress="return onlyNumbers(event)" onchange="validateInputForClient(this, 'clients', 'phone')">
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="email2">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email2" placeholder="Enter Email" name="email2">
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="aadhar">Aadhar</label>  
+                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInputForClient(this, 'clients', 'aadhar')">
+                            </div>
+
+                        </div>
+
+                        <!-- branch -->
+                        <div class="form-row branchdiv">
+
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Entity Type<span class="text-danger"></span></label>
+                                <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
+                                    <option value="" selected>Select Entity</option>
+                                    <?php
+                                        if (isset($entity) && count($entity)) {
+                                            foreach ($entity as $key => $value) {
+                                                echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
+                                            }
+                                        }
+                                    ?>
+                                </select>                            
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="client_name">Branch Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_name" name="branch_name" required>
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_code" name="branch_code" required>
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="name" name="name" required>
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)" required>
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="email">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="gst">GST<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="gst" placeholder="Enter GST Number" oninput="validateInputForClient(this, 'client_branch', 'gst')"
+                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst" data-parsley-trigger="change" data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
+                            </div>
+
+                        </div>
+
+                    </div>
+                    <div class="form-group text-right m-b-0" id="hide_smbt_btn">
+                        <button type="submit" id="client_add_modal_submit_btn" class="btn btn-primary waves-effect waves-light mr-1 your">Submit</button>
+                    </div>
+                </form>
+            </div>
+        </div><!-- /.modal-content -->
+    </div><!-- /.modal-dialog -->
+</div>
+
+<script>
+    let isGSTValidating = false;
+    let isGSTValid = false;
+
+    function validateInputForClient(input, table, field) {
+
+        let owner_type = $('#Owner_type').val();
+        let client_type = $('#client_type').val();
+
+        console.log('owner_type', owner_type);
+        console.log('client_type', client_type);
+
+        if((client_type == 2 || owner_type == 2) && field == 'short_name'){
+            return;
+        }
+
+        let value = $(input).val();
+        if (!value) return;
+
+        let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
+        let message = label ? label + " already exists!" : "Value is duplicate!";
+
+        // Set validating state
+        isGSTValidating = true;
+        isGSTValid = false;
+        $('#hide_smbt_btn button').prop('disabled', true);
+
+        checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
+            isGSTValidating = false;
+            if (isDuplicate) {
+                toastr.warning(message, 'WARNING');
+                // $(input).val('');
+                isGSTValid = false;
+                $('#client_add_modal_submit_btn').prop('disabled', true);
+            } else {
+                isGSTValid = true;
+                $('#client_add_modal_submit_btn').prop('disabled', false);
+            }
+        });
+
+        $('#hide_smbt_btn button').prop('disabled', false);
+    }
+
+
+
+    $("#client_form").submit(function(event) {
+
+        event.preventDefault();
+    
+        // If GST is currently validating, wait for it to complete
+        if (isGSTValidating) {
+            if($('#Owner_type').val() ==  1){
+                toastr.info('Please wait while we validate your GST number...', 'Validating');
+                return;
+            }else if ($('#client_type').val() ==  1){
+                toastr.info('Please wait while we validate your GST number...', 'Validating');
+                return;
+            }
+        }
+        
+        // If GST validation failed, prevent submission
+        if ($('#gst').val() && !isGSTValid) {
+            toastr.warning('Please fix the GST number before submitting', 'Validation Error');
+            return;
+        }
+
+        let form_type =  $(this).data('id') || 0;
+
+        console.log('onsubmit event', this);
+        console.log('onsubmit event get data value',form_type);
+        console.log('client_type', $('#client_type').val());
+
+        event.preventDefault(); 
+
+
+        $('#aadhar').attr('data-parsley-required', 'false');
+        $('#aadhar').removeAttr('required');
+
+        if($('#Owner_type').val() ==  2){
+            $('#gst').removeAttr('required');
+        }
+
+        var isValid = $('#client_form').parsley().validate();    
+
+        if (!isValid) {
+            var emptyFieldIds = [];
+
+            $('#client_form').parsley().fields.forEach(function(field) {
+                if (!field.isValid()) {
+                    var elem = field.$element;
+                    var id = elem.attr('id') || elem.attr('name');
+                    emptyFieldIds.push(id);
+                }
+            });
+
+            console.log('Empty/Invalid Fields:', emptyFieldIds);
+            return;
+        }
+
+        isClientFormSubmitting = true;
+
+        form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        var client_type = $('#client_type').val() || $('#Owner_type').val() || 1;
+        console.log('client_type:', client_type);
+
+        //FORM Data
+        var formData = new FormData($('#client_form')[0]);
+        formData.append('client_type', client_type);
+        console.log("formData : ",formData);
+        // return
+        $.ajax({
+            data:formData,
+            url: form_action,
+            type: "POST",
+            dataType: 'json',
+            processData: false,
+            contentType: false,
+            success: function(res) {
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+                console.log('create_Client_With_Minimal_Data', res)
+
+                if(res.status == true){
+                    getClientAndBranchAndPolicy(res.client_id, res.branch_id);
+
+                    if(form_type != 1){
+
+                        setTimeout(function(){
+
+                            $('#client_id').val(res.client_id).change();
+                            $('#client_id').prepend($('<option>', {
+                                value: 'add_client',
+                                text: '+ Add Client'
+                            }));
+
+                            setTimeout(function(){
+                                
+                                $('#client_branch_id').val(res.branch_id).change();
+                                $('.loader').fadeOut();
+                                $('.loader-mask').delay(350).fadeOut('slow');
+
+                            }, 1000)
+                            
+                        }, 3000)
+
+                    }else{
+
+                        console.log("Couldn't Add Client","Error");
+                    }
+
+                    toastr.success(res.message, 'Success');
+
+                }else{
+                    toastr.error(res.message, 'Error');
+                }
+
+                $('#client_form')[0].reset();
+                $('.close').click();
+
+                if(form_type == 1){
+
+                    var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
+                    myModal.show();
+
+                    $('#client_form').removeAttr('data-id');
+
+                    // Load form data into #vehicle_form from localStorage
+                    setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
+                    
+                    setTimeout(function(){
+                        $('#owner').val(res.client_id).change();
+                        $('#owner_branch').val(res.branch_id).change();
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                    }, 2000)
+                }
+
+                isClientFormSubmitting = false;
+            },
+            error: function (xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                isClientFormSubmitting = false;
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+        });
+    });
+
+</script>

app/Views/newClientModal.php

@@ -57,7 +57,7 @@
                         <div class="form-row branchdiv">
 
                             <div class="form-group col-md-12">
-                                <label for="short_name">Entity Type<span class="text-danger">*</span></label>
+                                <label for="short_name">Entity Type<span class="text-danger"></span></label>
                                 <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
                                     <option value="" selected>Select Entity</option>
                                     <?php
@@ -72,22 +72,22 @@
 
                             <div class="form-group col-md-6">
                                 <label for="client_name">Branch Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_name" name="branch_name">
+                                <input type="text" class="form-control" id="branch_name" name="branch_name" required>
                             </div>
 
                             <div class="form-group col-md-6">
                                 <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_code" name="branch_code">
+                                <input type="text" class="form-control" id="branch_code" name="branch_code" required>
                             </div>
 
                             <div class="form-group col-md-6">
                                 <label for="branch_code">Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="name" name="name">
+                                <input type="text" class="form-control" id="name" name="name" required>
                             </div>
 
                             <div class="form-group col-md-6">
-                                <label for="branch_code">Mobile<span class="text-danger"></span></label>
+                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)">
+                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)" required>
                             </div>
                             <div class="form-group col-md-12">
                                 <label for="email">Email<span class="text-danger">*</span></label>
@@ -113,6 +113,7 @@
 </div>
 
 <script>
+
     let isGSTValidating = false;
     let isGSTValid = false;
 
@@ -155,8 +156,6 @@
         $('#hide_smbt_btn button').prop('disabled', false);
     }
 
-
-
     $("#client_form").submit(function(event) {
 
         event.preventDefault();
@@ -224,7 +223,7 @@
         //FORM Data
         var formData = new FormData($('#client_form')[0]);
         formData.append('client_type', client_type);
-        console.log("formData : ",formData);
+        
         // return
         $.ajax({
             data:formData,
@@ -235,37 +234,38 @@
             contentType: false,
             success: function(res) {
 
-                $('.loader').fadeOut();
-                $('.loader-mask').delay(350).fadeOut('slow');
-
                 console.log('create_Client_With_Minimal_Data', res)
 
                 if(res.status == true){
-                    getClientAndBranchAndPolicy(res.client_id, res.branch_id);
 
-                    if(form_type != 1){
+                    getClientAndBranchAndPolicy(false);
 
-                        setTimeout(function(){
+                    appendClients(res.clients, res.client_id);
+                    appendBranch(res.branches, res.branch_id);
 
-                            $('#client_id').val(res.client_id).change();
+                    $('#gst').val(res.data.gst);
-                            $('#client_id').prepend($('<option>', {
+                    $('#branch_name').val(res.data.branch_name);
-                                value: 'add_client',
+                    $('#branch_code').val(res.data.branch_code);
-                                text: '+ Add Client'
+                    $('#contact_person_mobile').val(res.data.mobile);
-                            }));
+                    $('#contact_person_email').val(res.data.email);
 
-                            setTimeout(function(){
+                    $('#contact_person_summary').empty();
+                    $('#contact_person_summary').append($('<option>', {
+                        value: "",
+                        text: "Select a Contact"
+                    }));
 
-                                $('#client_branch_id').val(res.branch_id).change();
+                    if (res.data.name && res.data.email) {
-                                $('.loader').fadeOut();
-                                $('.loader-mask').delay(350).fadeOut('slow');
 
-                            }, 1000)
+                        // let display_value = `${res.data.name} - ${res.data.email} - ${res.data.mobile}`;
+                        let display_value = res.data.name;
 
-                        }, 3000)
+                        $('#contact_person_summary').append($('<option>', {
+                            value: 0, // index or key in array/object
+                            text: display_value,
+                            selected: true
+                        }));
 
-                    }else{
-
-                        console.log("Couldn't Add Client","Error");
                     }
 
                     toastr.success(res.message, 'Success');
@@ -277,25 +277,8 @@
                 $('#client_form')[0].reset();
                 $('.close').click();
 
-                if(form_type == 1){
+                $('.loader').fadeOut();
-
+                $('.loader-mask').delay(350).fadeOut('slow');
-                    var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
-                    myModal.show();
-
-                    $('#client_form').removeAttr('data-id');
-
-                    // Load form data into #vehicle_form from localStorage
-                    setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
-                    
-                    setTimeout(function(){
-                        $('#owner').val(res.client_id).change();
-                        $('#owner_branch').val(res.branch_id).change();
-
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
-
-                    }, 2000)
-                }
 
                 isClientFormSubmitting = false;
             },