1173 lines
44 KiB
PHP
1173 lines
44 KiB
PHP
<style>
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.table th,
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.table td {
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padding: 8px;
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}
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table.dataTable tbody td {
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padding: 4px 4px !important;
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}
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.col-12 {
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max-width: 98% !important;
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}
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.dataTables_filter {
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position: absolute;
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}
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.highlight {
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border: 2px solid red;
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background-color: #ffe6e6;
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}
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.column-header {
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margin-right: 10px;
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}
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.form-section {
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border: 1px solid #ccc;
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padding: 15px;
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margin-bottom: 20px;
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}
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.row-box {
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border: 1px solid #ccc;
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padding: 10px;
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margin-bottom: 10px;
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}
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.custom-dropdown-menu {
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display: none;
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position: absolute;
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background-color: #ffffff !important;
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border: 1px solid rgba(0, 0, 0, 0.15);
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border-radius: 0.25rem;
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padding: 0.5rem 0;
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min-width: 10rem;
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z-index: 9999;
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box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
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}
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.custom-dropdown-menu .dropdown-item {
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display: block !important;
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width: 100% !important;
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padding: 0.5rem 1rem !important;
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color: #212529 !important;
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text-decoration: none !important;
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background-color: transparent !important;
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}
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.custom-dropdown-menu .dropdown-item:hover {
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background-color: #f8f9fa !important;
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color: #16181b !important;
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cursor: pointer !important;
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}
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.readonly-select {
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pointer-events: none;
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/* background-color: #f0f0f0; */
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background-color: #e0e0e0;
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color: #666;
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}
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.switch {
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position: relative;
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display: inline-block;
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width: 54px;
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height: 34px;
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}
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.switch input {
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opacity: 0;
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width: 0;
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height: 0;
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}
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.slider {
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position: absolute;
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cursor: pointer;
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top: 0;
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left: 0;
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right: 0;
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bottom: 0;
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background-color: #ccc;
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-webkit-transition: .4s;
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transition: .4s;
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}
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.slider:before {
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position: absolute;
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content: "";
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height: 19px;
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width: 19px;
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left: 4px;
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bottom: 4px;
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background-color: white;
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-webkit-transition: .4s;
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transition: .4s;
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}
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input:checked + .slider {
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background-color: #2196F3;
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}
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input:focus + .slider {
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box-shadow: 0 0 1px #2196F3;
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}
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input:checked + .slider:before {
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-webkit-transform: translateX(26px);
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-ms-transform: translateX(26px);
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transform: translateX(26px);
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}
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/* Rounded sliders */
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.slider.round {
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border-radius: 34px;
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}
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.slider.round:before {
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border-radius: 50%;
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}
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</style>
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<?php
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if (isset($selected_lead_type)) {
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if ($selected_lead_type == 1) {
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include('leads_form.php');
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} else {
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include('leads_non_eb.php');
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}
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}
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?>
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<script>
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var client_list = ''; // local variable for storing the client branch list
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var branch_list = ''; // local variable for storing the client branch list
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var policy_list = ''; // local variable for storing the client policy list
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var temp_client_id = 0;
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var temp_branch_id = 0;
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var selected_lead_form_type = <?= isset($selected_lead_type) ? $selected_lead_type : 0 ?>;
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var fileIndex = 1; // Initialize index
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// select2 document ready
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$(document).ready(function() {
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getClientAndBranchAndPolicy()
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$('#client_id').select2();
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$('#client_branch_id').select2();
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$('#salse_person_id').select2({
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placeholder: "Select Sales Person",
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});
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$('#policy_type_id').select2();
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$("textarea.select2-search__field").attr('rows', '1');
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$("textarea.select2-search__field").css('resize', 'none');
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})
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//--------------------------------------------------------------------------------------------------------
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function hide_list_show_add() {
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$('#leads_list').hide()
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$('#lead_filter_div').hide()
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$('#leads_form').show()
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}
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function show_list_hide_add() {
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$('#leads_list').show()
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$('#lead_filter_div').show()
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$('#leads_form').hide()
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}
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function getClientAndBranchAndPolicy() {
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console.log('getClientAndBranchAndPolicy function called')
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$.ajax({
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url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
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type: "GET",
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dataType: 'json',
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success: function(res) {
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console.log('getClientAndBranchAndPolicy', res);
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if (res.status == true) {
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client_list = res.client_data;
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branch_list = res.branch_data;
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policy_list = res.policy_data;
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appendClients(res.client_data);
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} else {
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console.log('No data found');
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}
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},
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error: function(xhr, status, error) {
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console.error(xhr.responseText);
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console.error(status, error);
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}
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});
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}
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function appendClients(data) {
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// console.log("lead_type",lead_type.value);
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$('#client_id').empty();
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if (lead_type.value == 3) {
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if ($('#client_id option[value="add_client"]').length === 0) {
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$('#client_id').prepend($('<option>', {
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value: 'add_client',
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text: '+ Add Client'
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}));
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}
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}
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$('#client_id').append($('<option>', {
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value: '',
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text: 'Select Client'
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}));
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$.each(data, function(index, item) {
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var option = $('<option>', {
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value: item.id,
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text: item.client_name,
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'data-cn': item.client_name,
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'data-csn': item.short_name,
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'data-ct': item.client_type,
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'data-cet': item.entity_type_id,
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class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
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});
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$('#client_id').append(option);
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});
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}
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function appendBranch(data) {
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$('#client_branch_id').empty();
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$('#client_branch_id').append($('<option>', {
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value: '',
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text: 'Select Branch'
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}));
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$.each(data, function(index, item) {
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var option = $('<option>', {
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value: item.id,
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text: item.branch_name
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});
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$('#client_branch_id').append(option);
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});
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}
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function appendRenewalPolicies(data) {
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console.log('appendRenewalPolicies', data);
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console.log('selected_lead_form_type', selected_lead_form_type);
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$('#source_policy_id').empty();
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$('#source_policy_id').append($('<option>', {
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value: '',
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text: 'Select Policy',
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}));
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$.each(data, function(index, item) {
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let shouldAppend = false;
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if (selected_lead_form_type == 1) {
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shouldAppend = (item.allocg !== "Non-EB" && item.allocg !== "Marine");
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} else if (selected_lead_form_type == 2) {
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shouldAppend = (item.allocg === "Non-EB" || item.allocg === "Marine");
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} else {
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shouldAppend = true;
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}
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if (shouldAppend) {
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const option = $('<option>', {
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value: item.id,
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text: item.policy_type + ' - ' + item.policy_no,
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});
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$('#source_policy_id').append(option);
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}
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});
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}
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//--------------------------------------------------------------------------------------------------------
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$(document).ready(function() {
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$('#client_id').change(function() {
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let client_id = $(this).val();
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const $selected = $(this).find('option:selected');
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const clientId = $selected.val();
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const clientName = $selected.data('cn');
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const shortName = $selected.data('csn');
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const clientType = $selected.data('ct');
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const entityTypeId = $selected.data('cet');
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console.log('Client ID:', clientId);
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console.log('Client Name:', clientName);
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console.log('Short Name:', shortName);
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console.log('Client Type:', clientType);
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console.log('Entity Type ID:', entityTypeId);
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$("#client_type").val(clientType);
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$("#entity_type_id").val(entityTypeId);
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$("#client_name").val(clientName);
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$("#client_short_name").val(shortName);
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if (client_id == 'add_client') {
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// alert("Hello");
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var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
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myModal.show();
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// $('#upload_enrollment_model').modal('toggle');
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return;
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}
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console.log("client_id", client_id)
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let client_type = $('#client_id option:selected').data('ct');
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if (branch_list[client_id] != '' && branch_list[client_id] != null && client_id != '') {
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console.log('branch_list', branch_list[client_id]);
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let data = branch_list[client_id];
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appendBranch(data);
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} else {
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if (temp_client_id == 0) {
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console.log("Step 1: temp_client_id is 0 - No Branch Found for the selected Client");
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console.log('second client_id', client_id);
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if (client_id == null || client_id == 0) {
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console.log("Step 2: client_id is null or 0 - Setting temp_client_id to 0");
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temp_client_id = 0;
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} else {
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console.log("Step 3: client_id exists - Assigning temp_client_id = client_id");
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temp_client_id = client_id;
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toastr.warning("No Branch Found for the selected Client", 'Warning');
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}
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} else {
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console.log("Step 4: temp_client_id is not 0 - Showing warning");
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toastr.warning("No Branch Found for the selected Client", 'Warning');
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}
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}
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})
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$("#contact_person_summary").change(function () {
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let selectedKey = $(this).val();
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if (allContacts[selectedKey]) {
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$('#contact_person_name').val(allContacts[selectedKey].name || '');
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$('#contact_person_mobile').val(allContacts[selectedKey].mobile || '');
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$('#contact_person_email').val(allContacts[selectedKey].email || '');
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}
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});
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$('#client_branch_id').change(function() {
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let client_branch_id = $(this).val();
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console.log('client_branch_id', client_branch_id);
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if (policy_list[client_branch_id] != '' && policy_list[client_branch_id] != null &&
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client_branch_id != '' && client_branch_id != null) {
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console.log('policy_list', policy_list[client_branch_id]);
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let data = policy_list[client_branch_id];
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appendRenewalPolicies(data);
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} else {
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$('#source_policy_id').empty();
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// let lead_type = data.lead_type || null;
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if (temp_branch_id == 0) {
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console.log("Step 1: temp_branch_id is 0 - No Policies Found for the selected branch");
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console.log('second client_branch_id', client_branch_id);
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if (client_branch_id == null || client_branch_id == 0) {
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console.log("Step 2: client_branch_id is null or 0 - Setting temp_branch_id to 0");
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temp_branch_id = 0;
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} else {
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console.log("Step 3: v exists - Assigning temp_branch_id = client_branch_id");
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temp_branch_id = client_id;
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if (lead_type != 3) {
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toastr.warning("No Policies Found for the selected Branch", 'Warning');
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}
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}
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} else {
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console.log("Step 4: temp_branch_id is not 0 - Showing warning");
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if (lead_type != 3) {
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toastr.warning("No Policies Found for the selected Branch", 'Warning');
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}
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}
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}
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})
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});
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//--------------------------------------------------------------------------------------------------------
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// Salse team user list data
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function selecSalsePerson(salse_person_ids) {
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salse_person_ids = JSON.parse(salse_person_ids);
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// Loop through each insurer-branch combination
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$.each(salse_person_ids, function(index, value) {
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// Use value in the format 'branch_id-insurer_id'
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$('#salse_person_id option').each(function() {
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if ($(this).val() === value) {
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$(this).prop('selected', true); // Select the matching option
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}
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});
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});
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// Trigger change for plugins (like Select2)
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$('#salse_person_id').trigger('change');
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}
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function validateInput(input, table, field){
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let client_type = $('#client_type').val();
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if(client_type == 2){
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return;
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}
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if(client_type == ""){
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toastr.warning('Please select the client type', 'WARNING');
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$('#client_short_name').val('')
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return;
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}
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let value = $(input).val();
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let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
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let message = "Value is duplicate!";
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if(label){
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message = label + " already exists!";
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}
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checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
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if (isDuplicate) {
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toastr.warning(message, 'WARNING');
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// $(input).val('')
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$('#lead_form_submit_btn').prop('disabled', true);
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} else{
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$('#lead_form_submit_btn').prop('disabled', false);
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}
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});
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}
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// --------------------------------------------------------------------------------------------------------
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function addFileField(increment) {
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console.log('addFileField function called');
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const container = document.getElementById(`multiFileAppendArea_${increment}`);
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if (!container) return;
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const div = document.createElement("div");
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div.className = "form-row d-flex align-items-end";
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div.setAttribute("id", `fileField_${fileIndex}`);
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let isFirstField = container.childElementCount === 0; // Check if it's the first field
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let placeholder = isFirstField ? 'First file must be Demography.' : '';
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let accept = isFirstField ? '.xls,.xlsx' : '';
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if(selected_lead_form_type != 1){
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placeholder = '';
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accept = '';
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}
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let sample_dwn_link = "";
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if(selected_lead_form_type == 1 && isFirstField == 1){
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sample_dwn_link = ' [ <a href="<?= base_url("util/download-excel/member_data"); ?>" id="excel_download" data-toggle="tooltip" data-placement="top" title="Download Sample Excel">Sample Excel</a> ]';
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}
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div.innerHTML = `
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<div class="form-group col-md-5">
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<label>Document Name ${sample_dwn_link}<span class="text-danger"></span></label>
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<input type="text" class="form-control" name="docs_name_${increment}[]" placeholder="${placeholder}">
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</div>
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<div class="form-group col-md-5">
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<label>File Upload<span class="text-danger"></span></label>
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<input type="file" class="form-control" id="file_name_${fileIndex}" name="file_name_${increment}[]" accept="${accept}">
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</div>
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<div class="col-md-2" style="position: relative; bottom: 16px;">
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<button type="button" class="btn btn-danger" onclick="removeFileField(${fileIndex})">x</button>
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<button type="button" class="btn btn-primary" onclick="addFileField(${increment})">+</button>
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</div>
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`;
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container.appendChild(div);
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fileIndex++;
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}
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function removeFileField(index, lead_file_id = null) {
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if(index == 1){
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toastr.warning("You can't remove the first file field", 'WARNING');
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return false;
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}
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if(lead_file_id != null) {
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Swal.fire({
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title: "Do you want to remove this file?",
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// text: "Do you want Save this!",
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icon: "warning",
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showCancelButton: true,
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confirmButtonColor: "#3085d6",
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cancelButtonColor: "#d33",
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confirmButtonText: "Yes, Procced!"
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}).then((result) => {
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if (result.isConfirmed) {
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let url = '<?= base_url('util/removeMultiFile') ?>';
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let requestData = {
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lead_file_id: lead_file_id
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};
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$('.loader').fadeIn();
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$('.loader-mask').fadeIn();
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// Send AJAX request
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sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
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console.log('Data fetched successfully:', response);
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if (response.status == true) {
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toastr.success(response.message, 'SUCCESS');
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//remove the file field
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const field = document.getElementById(`fileField_${index}`);
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if(index != 1){
|
|
if (field) field.remove();
|
|
}
|
|
|
|
} else {
|
|
toastr.error(response.message, 'WARNING');
|
|
}
|
|
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
|
|
}, function(xhr, status, error) {
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
console.error('Error fetching data:', error);
|
|
console.error(xhr.responseText);
|
|
toastr.error('An error occurred while checking the CD amount.', 'ERROR');
|
|
});
|
|
|
|
}else{
|
|
return false;
|
|
}
|
|
|
|
});
|
|
|
|
}else{
|
|
const field = document.getElementById(`fileField_${index}`);
|
|
if(index != 1){
|
|
if (field) field.remove();
|
|
}
|
|
}
|
|
|
|
}
|
|
|
|
function showFileName(input, index) {
|
|
if (input.files.length > 0) {
|
|
document.getElementById(`file_name_display_${index}`).textContent = input.files[0].name;
|
|
} else {
|
|
document.getElementById(`file_name_display_${index}`).textContent = "No file chosen";
|
|
}
|
|
}
|
|
|
|
|
|
</script>
|
|
|
|
|
|
<?php if (isset($lead_edit_data)) { ?>
|
|
<script>
|
|
|
|
var lead_type = "";
|
|
|
|
$(document).ready(async function () {
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
setTimeout(() => {
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
handleEbAndNonEbEdit(
|
|
<?= json_encode($lead_edit_data, JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>
|
|
);
|
|
}, 1000);
|
|
});
|
|
|
|
function handleEbAndNonEbEdit(data){
|
|
lead_type = data.lead_type || null;
|
|
if(data.lead_form_type == 1){
|
|
dynamicLeadsDataForEdit(data)
|
|
}else{
|
|
dynamicNonEbLeadsDataForEdit(data)
|
|
}
|
|
}
|
|
|
|
function dynamicLeadsDataForEdit(data) {
|
|
try {
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
console.log('########### THIS IS EB LEAD ###############')
|
|
|
|
console.log('Received data:', data);
|
|
let dataIncrement = 1;
|
|
fileIndex = data.lead_file_count + 1;
|
|
|
|
if (!data || typeof data !== 'object') {
|
|
console.error('Invalid data received for editing.');
|
|
return;
|
|
}
|
|
|
|
$('.btnDiv').hide();
|
|
$('#appendArea_' + dataIncrement).empty();
|
|
|
|
|
|
if (data.html) {
|
|
$('#appendArea_' + dataIncrement).append(data.html);
|
|
} else {
|
|
console.warn('HTML content missing in data.');
|
|
}
|
|
|
|
if (data.multi_file_html && data.multi_file_html != '') {
|
|
$('#multiFileAppendArea_' + dataIncrement).empty();
|
|
setTimeout(function(){
|
|
$('#multiFileAppendArea_' + dataIncrement).append(data.multi_file_html);
|
|
}, 2000)
|
|
} else {
|
|
console.warn('MULTI FILE HTML content missing in data.');
|
|
}
|
|
|
|
let policy_type_id = data.policy_type_id || null;
|
|
let lead_type = data.lead_type || null;
|
|
|
|
if ([1, 6, 7].includes(policy_type_id)) {
|
|
let newId = 'appendAreaForClaim_' + dataIncrement;
|
|
$('#appendAreaForClaim').attr('id', newId);
|
|
}
|
|
|
|
leadTypeBsedHideAndShow(lead_type);
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
|
|
if (lead_type == 1) {
|
|
$('.claim-row').hide();
|
|
|
|
if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
|
|
$('#exixting_client').prop('checked', false);
|
|
$('#exixting_client').prop('disabled', true);
|
|
|
|
$('#client_id').closest('.form-group').hide();
|
|
$('#client_branch_id').closest('.form-group').hide();
|
|
|
|
$('#client_type').removeClass('readonly-select');
|
|
$('#entity_type_id').removeClass('readonly-select');
|
|
|
|
$("#gst").prop('readonly', false);
|
|
$("#pan").prop('readonly', false);
|
|
$("#branch_name").prop('readonly', false);
|
|
$("#branch_code").prop('readonly', false);
|
|
$("#contact_person_name").prop('readonly', false);
|
|
$("#contact_person_mobile").prop('readonly', false);
|
|
$("#contact_person_email").prop('readonly', false);
|
|
|
|
$("#client_name").prop('readonly', false);
|
|
$("#client_short_name").prop('readonly', false);
|
|
|
|
$("#client_id").prop("required", false);
|
|
$("#client_branch_id").prop("required", false);
|
|
|
|
}else{
|
|
|
|
$('#exixting_client').prop('checked', true);
|
|
$('#exixting_client').prop('disabled', true);
|
|
|
|
$('#client_id').closest('.form-group').show();
|
|
$('#client_branch_id').closest('.form-group').show();
|
|
|
|
$('#client_type').addClass('readonly-select');
|
|
$('#entity_type_id').addClass('readonly-select');
|
|
|
|
$("#client_name").prop('readonly', true);
|
|
$("#client_short_name").prop('readonly', true);
|
|
|
|
$("#gst").prop('readonly', true);
|
|
$("#pan").prop('readonly', true);
|
|
$("#branch_name").prop('readonly', true);
|
|
$("#branch_code").prop('readonly', true);
|
|
$("#contact_person_name").prop('readonly', true);
|
|
$("#contact_person_mobile").prop('readonly', true);
|
|
$("#contact_person_email").prop('readonly', true);
|
|
|
|
$("#client_id").prop("required", true);
|
|
$("#client_branch_id").prop("required", true);
|
|
}
|
|
|
|
} else {
|
|
$('.claim-row').show();
|
|
if (policy_type_id == 1) {
|
|
$('.gpaClaimFileds').show();
|
|
$('.lifeClaimFields').hide();
|
|
} else if (policy_type_id === 6 || policy_type_id === 7) {
|
|
$('.gpaClaimFileds').hide();
|
|
$('.lifeClaimFields').show();
|
|
} else {
|
|
// updateRenewalFields(dataIncrement);
|
|
// let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
|
|
let incurred_claim_date_id = 'incurred_claim_date';
|
|
|
|
if ($('#' + incurred_claim_date_id).length) {
|
|
flatpickr("#" + incurred_claim_date_id, {
|
|
dateFormat: "d/m/Y",
|
|
allowInput: false,
|
|
onChange: function (selectedDates) {
|
|
try {
|
|
let increment = this.input.id.split('_').pop();
|
|
let policyStartDate = $("#source_policy_start_date");
|
|
if (policyStartDate.val()) {
|
|
calculatePolicyRunDays(increment);
|
|
}
|
|
} catch (error) {
|
|
console.error('Error in incurred_claim_datepicker:', error);
|
|
}
|
|
}
|
|
});
|
|
} else {
|
|
console.warn(`Incurred claim date field #${incurred_claim_date_id} not found.`);
|
|
}
|
|
|
|
// console.log($('#proposed_insurer_' + dataIncrement).length);
|
|
$('#proposed_insurer_' + dataIncrement).select2();
|
|
$('#proposed_tpa_' + dataIncrement).select2();
|
|
}
|
|
}
|
|
|
|
// if (lead_type == 3) {
|
|
|
|
// $('#client_id').prepend($('<option>', {
|
|
// value: 'add_client',
|
|
// text: '+ Add Client'
|
|
// }));
|
|
|
|
// console.log("trying to remove required ");
|
|
// $("#source_policy_id").prop("required",false);
|
|
// $("#source_policy_id").closest("div") .find("label .text-danger").remove();
|
|
|
|
|
|
// } else if (lead_type != 3) {
|
|
// $("#source_policy_id").prop("required",true);
|
|
// $("#source_policy_id").prop("required", true);
|
|
|
|
// // Check if the asterisk doesn't already exist, then add it
|
|
// let $label = $("#source_policy_id")
|
|
// .closest("div")
|
|
// .find("label");
|
|
|
|
// if ($label.find(".text-danger").length === 0) {
|
|
// $label.append(' <span class="text-danger">*</span>');
|
|
// }
|
|
|
|
// var addOption = $('#client_id option[value="add_client"]');
|
|
// if (addOption.length > 0) {
|
|
// addOption.remove();
|
|
// }
|
|
|
|
// console.log("rying to remove required and option removed from client")
|
|
|
|
// }
|
|
|
|
hide_list_show_add();
|
|
|
|
$('#page_title').text('Edit Lead');
|
|
$('#leads_primarykey').val(data.id || '');
|
|
$('#policy_start_date').val(data.policy_end_date || '');
|
|
$('#lead_type').val(data.lead_type || '');
|
|
$('#issuer').val(data.issuer || '');
|
|
$('#client_type').val(data.client_type || '');
|
|
$('#client_name').val(data.client_name || '');
|
|
$('#client_short_name').val(data.client_short_name || '');
|
|
$('#entity_type_id').val(data.entity_type_id || '');
|
|
$('#lead_status').val(data.status || '');
|
|
$('#notes').val(data.notes || '');
|
|
$('#next_reminder_date').val(data.next_reminder_date || '');
|
|
|
|
if (data.is_insurer_auto_mail == 1) {
|
|
$('#is_insurer_auto_mail').prop('checked', true);
|
|
} else {
|
|
$('#is_insurer_auto_mail').prop('checked', false);
|
|
}
|
|
|
|
// setTimeout(() => {
|
|
// $('#client_id').val(data.client_id || '').change();
|
|
// setTimeout(() => {
|
|
// $('#client_branch_id').val(data.client_branch_id || '').change();
|
|
// setTimeout(() => {
|
|
// $('#source_policy_id').val(data.source_policy_id || '');
|
|
// $('#source_policy_end_date').val(data.source_policy_end_date || '');
|
|
// $('#source_policy_start_date').val(data.source_policy_start_date || '');
|
|
// $('#pan').val(data.pan || '');
|
|
// $('#gst').val(data.gst || '');
|
|
// $('#branch_name').val(data.branch_name || '');
|
|
// $('#branch_code').val(data.branch_code || '');
|
|
// $('#contact_person_name').val(data.contact_person_name || '');
|
|
// $('#contact_person_mobile').val(data.contact_person_mobile || '');
|
|
// $('#contact_person_email').val(data.contact_person_email || '');
|
|
// $('#policy_type_id_1').val(data.policy_type_id || '').select2();
|
|
// $('.loader').fadeOut();
|
|
// $('.loader-mask').delay(350).fadeOut('slow');
|
|
// }, 1000);
|
|
// }, 1000);
|
|
// }, 5000);
|
|
|
|
// setTimeout(() => {
|
|
populateForm(data);
|
|
|
|
// },5000);
|
|
|
|
|
|
let insurer = (data.insurer_branch_id && data.insurer_id)
|
|
? `${data.insurer_branch_id}-${data.insurer_id}`
|
|
: '';
|
|
let tpa = (data.tpa_branch_id && data.tpa_id)
|
|
? `${data.tpa_branch_id}-${data.tpa_id}`
|
|
: '';
|
|
|
|
let proposed_insurer = (data.proposed_insurer_branch_id && data.proposed_insurer_id)
|
|
? `${data.proposed_insurer_branch_id}-${data.proposed_insurer_id}`
|
|
: '';
|
|
let proposed_tpa = (data.proposed_tpa_branch_id && data.proposed_tpa_id)
|
|
? `${data.proposed_tpa_branch_id}-${data.proposed_tpa_id}`
|
|
: '';
|
|
|
|
$('#insurer_1').val(insurer).select2();
|
|
$('#tpa_1').val(tpa).select2();
|
|
$('#policy_start_date_1').val(data.policy_start_date || '');
|
|
$('#policy_end_date_1').val(data.policy_end_date || '');
|
|
$('#file_name_display').text(`Upload File Name : ${data.file_name || 'N/A'}`);
|
|
|
|
if (data.salse_person_id) {
|
|
selecSalsePerson(data.salse_person_id);
|
|
}
|
|
|
|
} catch (error) {
|
|
console.error('Error in dynamicLeadsDataForEdit function:', error);
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
}
|
|
}
|
|
|
|
function dynamicNonEbLeadsDataForEdit(data) {
|
|
try {
|
|
console.log('########### THIS IS NON EB LEAD ###############')
|
|
console.log('Received data:', data);
|
|
let dataIncrement = 1;
|
|
fileIndex = data.lead_file_count + 1;
|
|
|
|
if (!data || typeof data !== 'object') {
|
|
console.error('Invalid data received for editing.');
|
|
return;
|
|
}
|
|
|
|
$('#appendArea').empty();
|
|
$('#multiFileAppendArea_' + dataIncrement).empty();
|
|
|
|
|
|
if (data.html) {
|
|
$('#appendArea').append(data.html);
|
|
} else {
|
|
console.warn('HTML content missing in data.');
|
|
}
|
|
|
|
if (data.multi_file_html) {
|
|
// console.log(data.multi_file_html);
|
|
setTimeout(function(){
|
|
$('#multiFileAppendArea_' + dataIncrement).append(data.multi_file_html);
|
|
}, 1000)
|
|
} else {
|
|
console.warn('MULTI FILE HTML content missing in data.');
|
|
}
|
|
|
|
let policy_type_id = data.policy_type_id || null;
|
|
let lead_type = data.lead_type || null;
|
|
|
|
leadTypeBsedHideAndShow(lead_type);
|
|
|
|
if(data.client_id == 0 || data.client_id == null){
|
|
temp_client_id = 0;
|
|
}else{
|
|
temp_client_id = data.client_id
|
|
}
|
|
|
|
if(lead_type == 1){
|
|
|
|
if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
|
|
$('#exixting_client').prop('checked', false);
|
|
$('#exixting_client').prop('disabled', true);
|
|
|
|
$('#client_id').closest('.form-group').hide();
|
|
$('#client_branch_id').closest('.form-group').hide();
|
|
|
|
$('#client_type').removeClass('readonly-select');
|
|
$('#entity_type_id').removeClass('readonly-select');
|
|
|
|
$("#gst").prop('readonly', false);
|
|
$("#pan").prop('readonly', false);
|
|
$("#branch_name").prop('readonly', false);
|
|
$("#branch_code").prop('readonly', false);
|
|
$("#contact_person_name").prop('readonly', false);
|
|
$("#contact_person_mobile").prop('readonly', false);
|
|
$("#contact_person_email").prop('readonly', false);
|
|
|
|
$("#client_name").prop('readonly', false);
|
|
$("#client_short_name").prop('readonly', false);
|
|
|
|
$("#client_id").prop("required", false);
|
|
$("#client_branch_id").prop("required", false);
|
|
|
|
}else{
|
|
|
|
$('#exixting_client').prop('checked', true);
|
|
$('#exixting_client').prop('disabled', true);
|
|
|
|
|
|
$('#client_id').closest('.form-group').show();
|
|
$('#client_branch_id').closest('.form-group').show();
|
|
|
|
$('#client_type').addClass('readonly-select');
|
|
$('#entity_type_id').addClass('readonly-select');
|
|
|
|
$("#client_name").prop('readonly', true);
|
|
$("#client_short_name").prop('readonly', true);
|
|
|
|
$("#gst").prop('readonly', true);
|
|
$("#pan").prop('readonly', true);
|
|
$("#branch_name").prop('readonly', true);
|
|
$("#branch_code").prop('readonly', true);
|
|
$("#contact_person_name").prop('readonly', true);
|
|
$("#contact_person_mobile").prop('readonly', true);
|
|
$("#contact_person_email").prop('readonly', true);
|
|
|
|
$("#client_id").prop("required", true);
|
|
$("#client_branch_id").prop("required", true);
|
|
}
|
|
}
|
|
|
|
$('#page_title').text('Edit Lead');
|
|
$('#leads_primarykey').val(data.id || '');
|
|
$('#policy_start_date').val(data.policy_end_date || '');
|
|
$('#lead_type').val(data.lead_type || '');
|
|
$('#issuer').val(data.issuer || '');
|
|
$('#client_type').val(data.client_type || '');
|
|
$('#client_name').val(data.client_name || '');
|
|
$('#client_short_name').val(data.client_short_name || '');
|
|
$('#entity_type_id').val(data.entity_type_id || '');
|
|
$('#lead_status').val(data.status || '');
|
|
$('#notes').val(data.notes || '');
|
|
|
|
// setTimeout(() => {
|
|
// $('#client_id').val(data.client_id || '').change();
|
|
// setTimeout(() => {
|
|
// $('#client_branch_id').val(data.client_branch_id || '').change();
|
|
// setTimeout(() => {
|
|
// $('#source_policy_id').val(data.source_policy_id || '');
|
|
// $('#pan').val(data.pan || '');
|
|
// $('#gst').val(data.gst || '');
|
|
// $('#branch_name').val(data.branch_name || '');
|
|
// $('#branch_code').val(data.branch_code || '');
|
|
// $('#contact_person_name').val(data.contact_person_name || '');
|
|
// $('#contact_person_mobile').val(data.contact_person_mobile || '');
|
|
// $('#contact_person_email').val(data.contact_person_email || '');
|
|
// $('#policy_type_id').val(data.policy_type_id || '').select2();
|
|
// $('.loader').fadeOut();
|
|
// $('.loader-mask').delay(350).fadeOut('slow');
|
|
// $(".loss_date").each(function () {
|
|
// flatpickr(this, {
|
|
// dateFormat: "d-m-Y",
|
|
// });
|
|
// });
|
|
// }, 1000);
|
|
// }, 1000);
|
|
// }, 2000);
|
|
|
|
populateForm(data);
|
|
|
|
|
|
let insurer = (data.insurer_branch_id && data.insurer_id)
|
|
? `${data.insurer_branch_id}-${data.insurer_id}`
|
|
: '';
|
|
let tpa = (data.tpa_branch_id && data.tpa_id)
|
|
? `${data.tpa_branch_id}-${data.tpa_id}`
|
|
: '';
|
|
|
|
let proposed_insurer = (data.proposed_insurer_branch_id && data.proposed_insurer_id)
|
|
? `${data.proposed_insurer_branch_id}-${data.proposed_insurer_id}`
|
|
: '';
|
|
let proposed_tpa = (data.proposed_tpa_branch_id && data.proposed_tpa_id)
|
|
? `${data.proposed_tpa_branch_id}-${data.proposed_tpa_id}`
|
|
: '';
|
|
|
|
$('#insurer').val(insurer).select2();
|
|
$('#tpa').val(tpa).select2();
|
|
$('#policy_start_date').val(data.policy_start_date || '');
|
|
$('#policy_end_date').val(data.policy_end_date || '');
|
|
$('#file_name_display').text(`Upload File Name : ${data.file_name || 'N/A'}`);
|
|
|
|
if (data.salse_person_id) {
|
|
selecSalsePerson(data.salse_person_id);
|
|
}
|
|
|
|
let referenceDiv = document.getElementById('appendAreaForClaim');
|
|
referenceDiv.innerHTML = '';
|
|
referenceDiv.insertAdjacentHTML('beforeend', data.claims_details_html);
|
|
|
|
console.log("wdesfgefwregfefwregffeegf",data.lead_type);
|
|
var lead_type_value = data.lead_type;
|
|
|
|
|
|
|
|
} catch (error) {
|
|
console.error('Error in dynamicLeadsDataForEdit function:', error);
|
|
}
|
|
}
|
|
|
|
function waitForDropdownValue(selector, value, callback, retries = 20) {
|
|
|
|
const trySet = () => {
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
const $el = $(selector);
|
|
if ($el.find(`option[value="${value}"]`).length > 0) {
|
|
$el.val(value).trigger('change');
|
|
callback();
|
|
} else if (retries > 0) {
|
|
setTimeout(trySet, 300); // retry without re-passing arguments
|
|
retries--;
|
|
} else {
|
|
console.warn(`Value ${value} not found for ${selector}`);
|
|
callback(); // Proceed anyway to avoid hanging
|
|
}
|
|
};
|
|
|
|
trySet();
|
|
}
|
|
|
|
function populateForm(data) {
|
|
|
|
let lead_type = data.lead_type || null;
|
|
waitForDropdownValue('#client_id', data.client_id || '', () => {
|
|
|
|
if (lead_type == 3) {
|
|
// Add "+ Add Client" option if not already present
|
|
if ($('#client_id option[value="add_client"]').length === 0) {
|
|
$('#client_id').prepend($('<option>', {
|
|
value: 'add_client',
|
|
text: '+ Add Client'
|
|
}));
|
|
}
|
|
|
|
console.log("Trying to remove 'required' attribute and asterisk");
|
|
$("#source_policy_id").prop("required", false);
|
|
$("#source_policy_id").closest("div").find("label .text-danger").remove();
|
|
|
|
} else {
|
|
|
|
if(lead_type == 2){
|
|
$("#source_policy_id").prop("required", true);
|
|
}else{
|
|
$("#source_policy_id").prop("required", false);
|
|
}
|
|
|
|
// Add asterisk if not present
|
|
let $label = $("#source_policy_id").closest("div").find("label");
|
|
if ($label.find(".text-danger").length === 0) {
|
|
$label.append(' <span class="text-danger">*</span>');
|
|
}
|
|
|
|
// Remove "+ Add Client" option if exists
|
|
$('#client_id option[value="add_client"]').remove();
|
|
|
|
console.log("Set 'required' for source_policy_id and removed add_client option if present");
|
|
}
|
|
|
|
waitForDropdownValue('#client_branch_id', data.client_branch_id || '', () => {
|
|
// Fill other form fields
|
|
$('#source_policy_id').val(data.source_policy_id || '');
|
|
$('#source_policy_end_date').val(data.source_policy_end_date || '');
|
|
$('#source_policy_start_date').val(data.source_policy_start_date || '');
|
|
$('#pan').val(data.pan || '');
|
|
$('#gst').val(data.gst || '');
|
|
$('#branch_name').val(data.branch_name || '');
|
|
$('#branch_code').val(data.branch_code || '');
|
|
$('#contact_person_name').val(data.contact_person_name || '');
|
|
$('#contact_person_mobile').val(data.contact_person_mobile || '');
|
|
$('#contact_person_email').val(data.contact_person_email || '');
|
|
$('#policy_type_id').val(data.policy_type_id || '').select2();
|
|
$('#policy_type_id_1').val(data.policy_type_id || '').select2();
|
|
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
|
|
$(".loss_date").each(function () {
|
|
flatpickr(this, {
|
|
dateFormat: "d-m-Y"
|
|
});
|
|
});
|
|
|
|
setTimeout(function () {
|
|
let selectedOption = $('#contact_person_summary option').filter(function () {
|
|
return $(this).text().trim() === (data.contact_person_name || '').trim();
|
|
});
|
|
|
|
if (selectedOption.length) {
|
|
selectedOption.prop('selected', true);
|
|
console.log("Selected option:", selectedOption.text().trim(), "Value:", selectedOption.val());
|
|
} else {
|
|
console.log("No match found for:", data.contact_person_name);
|
|
}
|
|
|
|
$('#contact_person_summary').trigger('change');
|
|
}, 2000);
|
|
|
|
});
|
|
});
|
|
}
|
|
|
|
</script>
|
|
<?php } ?>
|