2661 lines
119 KiB
PHP
2661 lines
119 KiB
PHP
<style>
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.readonly-color {
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background-color: #e0e0e0;
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/* Darker background */
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color: #666;
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/* Darker text color */
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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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color: #666;
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}
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.input-icon {
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position: relative;
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}
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.input-icon .additional-icon {
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position: absolute;
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top: 50%;
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right: 12px;
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transform: translateY(-50%);
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pointer-events: none;
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color: #495057;
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}
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hr.solid {
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border-top: 3px solid #bbb;
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}
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.select2-hidden-accessible+.select2-container .select2-dropdown {
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display: none !important;
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}
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.select2-container .select2-selection--multiple .select2-selection__choice {
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color: #000000;
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}
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.select2-selection__choice {
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background-color: #0a8794 !important;
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color: white !important;
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font-weight: bold;
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}
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.select2-selection__choice__remove {
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color: white !important;
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margin-right: 5px;
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}
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</style>
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<style>
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.info-icon-wrapper {
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position: relative;
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display: inline-block;
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cursor: pointer;
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top: 30px;
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left: 35px;
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font-size: 22px;
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}
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.info-tooltip {
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visibility: hidden;
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opacity: 0;
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width: max-content;
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max-width: 300px;
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background-color: #333;
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color: #fff;
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text-align: left;
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padding: 10px;
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border-radius: 6px;
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position: absolute;
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z-index: 999;
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bottom: 125%;
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/* Show above icon */
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left: 50%;
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transform: translateX(-50%);
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font-size: 12px;
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white-space: normal;
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transition: opacity 0.3s;
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}
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.info-tooltip::after {
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content: "";
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position: absolute;
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top: 100%;
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/* Arrow below tooltip */
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left: 50%;
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margin-left: -5px;
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border-width: 5px;
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border-style: solid;
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border-color: #333 transparent transparent transparent;
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}
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.info-icon-wrapper:hover .info-tooltip {
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visibility: visible;
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opacity: 1;
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}
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/* dont forgot it keep it safe card and card body space remover */
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/* bcoz in design */
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.card-body {
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margin-top: 0px !important;
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}
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/* this css as per design so not declare in golbal */
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/* bcoz in design */
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#collapseOne {
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border: 1px solid #BFF3F5 !important;
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border-radius: 10px !important;
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border-width: 1px !important;
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}
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/* Live field highlight driven by Parsley state */
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input.parsley-error,
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textarea.parsley-error,
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select.parsley-error {
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border-color: #dc3545 !important;
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box-shadow: 0 0 0 0.2rem rgba(220, 53, 69, 0.12) !important;
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}
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input.parsley-success,
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textarea.parsley-success,
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select.parsley-success {
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border-color: #28a745 !important;
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box-shadow: 0 0 0 0.2rem rgba(40, 167, 69, 0.08) !important;
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}
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</style>
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<?php
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$isLeadEditEb = isset($lead_edit_data) && ! empty($lead_edit_data);
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$ebPageTitle = $isLeadEditEb ? 'Edit Opportunities - (EB)' : 'Add Opportunities - (EB)';
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?>
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<script>
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var pageHideMainNavTitle = true;
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var pageTitle = '<?= $ebPageTitle ?>';
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var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon-btn" data-toggle="tooltip" data-placement="top" title="Back" aria-label="Back"><i class="ri-arrow-left-s-line"></i></a>';
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</script>
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<script src="<?= base_url('public/assets/js/pages/leads_form_validation.js') ?>"></script>
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<div class="container-fluid-min">
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<div class="row" id="leads_form">
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<div class="col-12">
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<div class="card">
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<div class="card-body">
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<div class="row" style="margin-bottom:1rem;">
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<!-- <div class="col-6" style="align-self: center;">
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<h4 id="page_title" style="position: relative;">Add Lead</h4>
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</div>
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<div class="col-3" style="text-align: right; position: relative; left: 211px;">
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<!-- <button class="btn btn-primary waves-effect waves-light" onclick="fileupload(this)">file upload</button> ->
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</div>
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<div class="col-1" style="text-align: right; position: relative; left: 193px;">
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<a href="<?= base_url('leads/list') ?>" type="button" id="btnAdd"
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class="btn btn-primary waves-effect waves-light">Back</a>
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</div> -->
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<!-- <h4 class="d-flex align-items-center" style="gap: 8px;">
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<a href="<?= base_url('leads/list') ?>" style="cursor: pointer;">
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<i class="mdi mdi-chevron-left" style="font-size: 43px;"></i>
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</a>
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<span class="title-text" id="page_title" style="position: relative;">Add Opportunity</span>
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</h4> -->
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</div>
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<form role="form" class="parsley-examples" method="post" id="leads_form_id"
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enctype="multipart/form-data">
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<input type="hidden" name="id" id="leads_primarykey">
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<input type="hidden" name="actual_lead_id" id="actual_lead_id" value="<?= isset($actual_lead_id) ? $actual_lead_id : 0 ?>">
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<div class="card" id="collapseOne">
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<div class="card-body">
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<h4 class="card-title mb-3">Opportunity Details</h4>
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<hr>
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<div class="form-row">
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<div class="form-group col-md-4">
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<label for="lead_type">Opportunity Type<span class="text-danger">*</span></label>
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<select class="form-control" id="lead_type" name="lead_type" required>
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<option value="">Select Opportunity Type</option>
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<?php
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if (isset($lead_type) && count($lead_type)) {
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foreach ($lead_type as $key => $value) {
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if ($key == 1) {
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echo "<option value=" . $key . " selected>" . $value . "</option>";
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} else {
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echo "<option value=" . $key . ">" . $value . "</option>";
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}
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}
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}
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?>
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</select>
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</div>
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<div class="form-group col-md-4">
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<label for="issuer">Issuer<span class="text-danger">*</span></label>
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<select class="form-control" id="issuer" name="issuer" required>
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<option value='2' selected>Nhance</option>;
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<!-- <?php
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if (isset($issuer) && count($issuer)) {
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foreach ($issuer as $key => $value) {
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echo "<option value=" . $key . ">" . $value . "</option>";
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}
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}
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?> -->
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</select>
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</div>
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</div>
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</div>
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</div>
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<!-- <hr> --> <!-- bcoz removed in design -->
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<!-- client row -->
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<div class="card" id="collapseOne">
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<div class="card-body">
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<div class="d-flex justify-content-between align-items-center mb-3">
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<h4 class="card-title mb-0">Client Information</h4>
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<div class="form-group freshFields mb-0 d-flex align-items-center">
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<label for="exixting_client" class="mb-0 mr-2">Existing Client</label>
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<label class="switch mb-0">
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<input id="exixting_client" type="checkbox" name="exixting_client">
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<span class="slider round" style="height: 27px;"></span>
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</label>
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</div>
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</div>
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<hr>
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<div class="form-row">
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<div class="form-group col-md-4 renewalFields rolloverhide" style="display: none;">
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<label for="client_id">Client<span class="text-danger">*</span></label>
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<select class="form-control" id="client_id" name="client_id">
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<option value="">Select Client</option>
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</select>
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</div>
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<div class="form-group col-md-4 renewalFields rolloverhide" style="display: none;">
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<label for="client_branch_id">Branch<span class="text-danger">*</span></label>
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<select class="form-control" id="client_branch_id" name="client_branch_id"
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onchange="getBranchData(this,1)">
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<option value="">Select Branch</option>
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</select>
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</div>
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<!-- <div class="form-group col-md-3 freshFields">
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<label for="client_type">Client Type<span class="text-danger">*</span></label>
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<select class="form-control" id="client_type" name="client_type" required>
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<option value="">Select Client type</option>
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<?php
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if (isset($client_type) && count($client_type)) {
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foreach ($client_type as $key => $value) {
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echo "<option value='" . $key . "' >" . $value . "</option>";
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}
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}
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?>
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</select>
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</div> -->
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<div class="form-group col-md-4 freshFields">
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<label for="entity_type_id">Entity Type<span class="text-danger">*</span></label>
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<select class="form-control" id="entity_type_id" name="entity_type_id" required>
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<option value="" selected>Select Entity</option>
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<?php
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if (isset($entity) && count($entity)) {
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foreach ($entity as $key => $value) {
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echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
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}
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}
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?>
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</select>
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</div>
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<div class="form-group col-md-4 freshFields">
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<label for="client_name">Client Name<span class="text-danger">*</span></label>
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<input type="text" class="form-control" id="client_name" name="client_name"
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placeholder="Enter Client Name" required>
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</div>
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<div class="form-group col-md-4 freshFields">
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<label for="client_short_name">Client Short Name<span class="text-danger">*</span></label>
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<input type="text" class="form-control" id="client_short_name" name="client_short_name"
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placeholder="Enter Client Short Name" onkeyup="validateInput(this, 'clients', 'short_name')" required>
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</div>
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<!-- <div class="form-group col-md-3 renewalFields" style="display: none;">
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<label for="source_policy_id"> Source Policy <span id="base_danger"
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class="text-danger">*</span></label>
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<select class="form-control" id="source_policy_id" name="source_policy_id">
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<option value="" selected>Select Source Policy</option>
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</select>
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</div>
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<div class="form-group col-md-3 renewalFields" style="display: none;">
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<label for="source_policy_start_date">Source Policy Start Date<span class="text-danger"></span></label>
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<input type="text" class="form-control readonly-select" id="source_policy_start_date" name="source_policy_start_date" readonly>
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</div>
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<div class="form-group col-md-3 renewalFields" style="display: none;">
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<label for="source_policy_end_date">Source Policy End Date<span class="text-danger"></span></label>
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<input type="text" class="form-control" id="source_policy_end_date" name="source_policy_end_date" readonly>
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</div> -->
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<!-- <div class="form-group col-md-3">
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<label for="pan">PAN<span class="text-danger"></span></label>
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<input type="text" class="form-control" id="pan" placeholder="Enter PAN Number"
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data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan"
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data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
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</div> -->
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</div>
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</div>
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</div>
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<!-- end client row -->
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<!-- <hr> --> <!-- bcoz removed in design -->
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<!-- branch row-->
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<div class="card" id="collapseOne">
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<div class="card-body">
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<h4 class="card-title mb-3">Branch Information</h4>
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<hr>
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<div class="form-row">
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<div class="form-group col-md-4">
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<label for="gst">GST<span class="text-danger">*</span></label>
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<input type="text" class="form-control" id="gst" placeholder="Enter GST Number"
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data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst"
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data-parsley-trigger="change"
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data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
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</div>
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<div class="form-group col-md-4">
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<label for="branch_name">Branch Name<span class="text-danger">*</span></label>
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<input type="text" class="form-control" id="branch_name" name="branch_name"
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placeholder="Enter Branch Name" required>
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</div>
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<div class="form-group col-md-4">
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<label for="branch_code">Branch Code<span class="text-danger">*</span></label>
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<input type="text" class="form-control" id="branch_code" name="branch_code"
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placeholder="Enter Branch Code" required>
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</div>
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<div class="form-group col-md-4 renewalFields rolloverhide">
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<label for="contact_person_summary">Contact Person<span class="text-danger">*</span></label>
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<select class="form-control" name="contact_person_summary" id="contact_person_summary">
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<option value="">Select a Contact</option>
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</select>
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</div>
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<div class="form-group col-md-4 freshFields">
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<label for="contact_person_name">Contact Person Name<span class="text-danger">*</span></label>
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<input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
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placeholder="Enter Contact Name" required>
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</div>
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<div class="form-group col-md-4">
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<label for="contact_person_mobile">Contact Person Mobile<span
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class="text-danger">*</span></label>
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<input type="text" class="form-control" id="contact_person_mobile"
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name="contact_person_mobile" placeholder="Enter Contact Mobile" required>
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</div>
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<div class="form-group col-md-4">
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<label for="contact_person_email">Contact Person Email<span
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class="text-danger">*</span></label>
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<input type="text" class="form-control" id="contact_person_email"
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name="contact_person_email" placeholder="Enter Contact Email" required>
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</div>
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</div>
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</div>
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</div>
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<!-- policy row -->
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<div class="card" id="collapseOne">
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<div class="card-body">
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<h4 class="card-title mb-3">Policy Details</h4>
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<hr>
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<div id="dynamic-form-container"></div>
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</div>
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</div>
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<!-- <hr> --> <!-- bcoz removed in design -->
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<!-- other row -->
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<div class="card" id="collapseOne">
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<div class="card-body">
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<div class="d-flex justify-content-between align-items-center mb-3">
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<h4 class="card-title mb-0">Sales & Assignment</h4>
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<div class="form-group mb-0 d-flex align-items-center">
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<label for="is_insurer_auto_mail" class="mb-0 mr-2">Insurer Auto Mail</label>
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<label class="switch mb-0">
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<input id="is_insurer_auto_mail" type="checkbox" name="is_insurer_auto_mail">
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<span class="slider round" style="height: 27px;"></span>
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</label>
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</div>
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</div>
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<hr>
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<div class="form-row">
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<div class="form-group col-md-4">
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<label for="salse_person_id">Sales Person<span class="text-danger">*</span></label>
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<select class="form-control" id="salse_person_id" name="salse_person_id" multiple required>
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<option value="">Select Sales Person</option>
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<?php if (isset($salse_team)) { ?>
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<?php foreach ($salse_team as $value) { ?>
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<option value="<?= $value['id']; ?>">
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<?= $value['first_name']; ?>
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</option>
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<?php } ?>
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<?php } ?>
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</select>
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</div>
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|
|
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<div class="form-group col-md-4">
|
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<label for="status"> Status <span id="base_danger" class="text-danger">*</span></label>
|
|
<select class="form-control" id="lead_status" name="status" required>
|
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<option value="" selected>Select Status</option>
|
|
<?php
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if (isset($lead_status) && count($lead_status)) {
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foreach ($lead_status as $key => $value) {
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if ($key == 'queued') {
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echo "<option value=" . $key . " selected>" . $value . "</option>";
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} else {
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echo "<option value=" . $key . ">" . $value . "</option>";
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}
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}
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}
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?>
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</select>
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|
</div>
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|
|
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<div class="form-group col-md-4">
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|
<label for="next_reminder_date">Next Reminder Date<span class="text-danger"></span></label>
|
|
<div class="input-icon">
|
|
<input type="text" class="form-control" id="next_reminder_date" name="next_reminder_date" placeholder="DD/MM/YYYY">
|
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<i class="mdi mdi-calendar-blank-outline additional-icon"></i>
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</div>
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</div>
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|
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|
</div>
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|
<div class="form-row" id="lost_reason_div" style="display: none;">
|
|
<div class="form-group col-md-12">
|
|
<label for="lost_reason">Lost Reason <span class="text-danger">*</span></label>
|
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<textarea class="form-control" id="lost_reason" name="lost_reason" rows="4" placeholder="Please specify why this opportunity was lost"></textarea>
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</div>
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|
</div>
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|
<div class="form-row">
|
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<div class="form-group col-md-12">
|
|
<label for="notes">Remarks</label>
|
|
<textarea class="form-control" id="notes" name="notes" rows="4"></textarea>
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</div>
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</div>
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</div>
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|
</div>
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|
|
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<div class="form-group text-right m-b-0" id="submitButton">
|
|
<button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
|
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id="lead_form_submit_btn">Submit</button>
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</div>
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</form>
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</div>
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</div>
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</div>
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</div><!-- end form row -->
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<?php include("newClientModal.php") ?>
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</div>
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<script>
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var actualLeadClientName = '';
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var actualLeadShortName = '';
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let claimIndex = 1;
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setTimeout(() => {
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var policyStart = $(".policy_start_date");
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var policyEnd = $(".policy_end_date");
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if (policyStart.length === 0 || policyEnd.length === 0) {
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console.log("Elements still not found after delay.");
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return;
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}
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console.log("Elements found, setting IDs...");
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var lead_type = $('#lead_type').val();
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var increment = 1;
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var start_date_id = lead_type == "1" ? `policy_start_date_${increment}` : "policy_start_date";
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var end_date_id = lead_type == "1" ? `policy_end_date_${increment}` : "policy_end_date";
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policyStart.attr("id", start_date_id);
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$("label[for='policy_start_date'], label[for^='policy_start_date_']").attr("for", start_date_id);
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policyEnd.attr("id", end_date_id);
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$("label[for='policy_end_date'], label[for^='policy_end_date_']").attr("for", end_date_id);
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}, 3000);
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$(document).ready(function() {
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$('#salse_person_id').parsley({
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errorsContainer: function(ParsleyField) {
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if (ParsleyField.$element.hasClass('select2-hidden-accessible')) {
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return ParsleyField.$element.siblings('.select2-container');
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}
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return ParsleyField.$element;
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}
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});
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$('#client_id').parsley({
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errorsContainer: function(ParsleyField) {
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if (ParsleyField.$element.hasClass('select2-hidden-accessible')) {
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return ParsleyField.$element.siblings('.select2-container');
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}
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return ParsleyField.$element;
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}
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});
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$('#client_branch_id').parsley({
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errorsContainer: function(ParsleyField) {
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if (ParsleyField.$element.hasClass('select2-hidden-accessible')) {
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return ParsleyField.$element.siblings('.select2-container');
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}
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return ParsleyField.$element;
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}
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});
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});
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</script>
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<script>
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//SELECT2 document ready function
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$(document).ready(function() {
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$("#lead_type").change(function() {
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$("input, select").removeClass("readonly-select");
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$("input, select").removeAttr("readonly");
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// 5.3'+increment);
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var lead_type = $(this).val();
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var increment = 1; // Example increment value (modify as needed)
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var start_date_id = (lead_type == "1") ? `policy_start_date_${increment}` : "policy_start_date";
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var end_date_id = (lead_type == "1") ? `policy_end_date_${increment}` : "policy_end_date";
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$(".policy_start_date").attr("id", start_date_id);
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// $("label[for]").attr("for", start_date_id);
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$(".policy_end_date").attr("id", end_date_id);
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// $("label[for]").attr("for", end_date_id);
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// $('#leads_form_id')[0].reset();
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// console.log("Updated ID:", newId);
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if (lead_type == 1) {
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var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
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dateFormat: "d/m/Y",
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allowInput: false,
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onChange: function(selectedDates) {
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var policy_end_date = new Date(selectedDates[0]);
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policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
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policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
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policy_end_datePicker.setDate(policy_end_date);
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// console.log('this object', this);
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// console.log('id of this element:', this.element);
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// console.log('id of this element:', this.element.id);
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// let increment = this.element.id.split('_').pop();
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// console.log(increment); // Outputs: 1
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// console.log('increment', increment);
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// console.log('policy_start_datePicker selectedDates', selectedDates);
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// console.log('policy_start_datePicker incurred_claim_date_', $(
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// "#incurred_claim_date_" + increment).val());
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// Recalculate policy_run_days if incurred claim date is already selected
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// if ($("#incurred_claim_date_" + increment).val()) {
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// console.log('policy_start_datePicker selectedDates', selectedDates);
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// calculatePolicyRunDays(increment);
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// }
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}
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});
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} else if (lead_type == 2) {
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$("#source_policy_id").prop("required", true);
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$("#source_policy_start_date").prop("required", true);
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$("#source_policy_end_date").prop("required", true);
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$("#source_policy_id").show();
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$("#source_policy_start_date").show();
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$("#source_policy_start_date").show();
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$('#source_policy_id').closest('.form-group').find('label').show();
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$('#source_policy_start_date').closest('.form-group').find('label').show();
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$('#source_policy_end_date').closest('.form-group').find('label').show();
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// Check if the asterisk doesn't already exist, then add it
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let $label = $("#source_policy_id").closest("div").find("label");
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if ($label.find(".text-danger").length === 0) {
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$label.append(' <span class="text-danger">*</span>');
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}
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let $label2 = $("#source_policy_start_date").closest("div").find("label");
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if ($label2.find(".text-danger").length === 0) {
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$label2.append(' <span class="text-danger">*</span>');
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}
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let $label3 = $("#source_policy_end_date").closest("div").find("label");
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if ($label3.find(".text-danger").length === 0) {
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$label3.append(' <span class="text-danger">*</span>');
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}
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var addOption = $('#client_id option[value="add_client"]');
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if (addOption.length > 0) {
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addOption.remove();
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}
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}
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if (lead_type != 1) {
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dataIncrement = 1;
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// updateRenewalFields(dataIncrement);
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let incurred_claim_date_id = 'incurred_claim_date';
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var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
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dateFormat: "d/m/Y",
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allowInput: false,
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});
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}
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var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
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dateFormat: "d/m/Y",
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allowInput: false
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});
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document.getElementById('source_policy_start_date').readOnly = true;
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document.getElementById('source_policy_end_date').readOnly = true;
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$('#source_policy_start_date, #source_policy_end_date').addClass('readonly-select');
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$('#client_id').select2();
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$('#client_branch_id').select2();
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$('#source_policy_id').val("");
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console.log('---- completed ----')
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});
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console.log('increment count for insurer and tpa ', increment);
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$('#insurer_' + increment).select2();
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$('#tpa_' + increment).select2();
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addHTMLInput();
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setTimeout(function() {
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$("textarea.select2-search__field").attr('rows', '1');
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$("textarea.select2-search__field").css('resize', 'none');
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}, 1000)
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$('.first_year_').select2();
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$("[id*='first_year']").select2();
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$("[id*='claim_type']").select2();
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$("[id*='first_casue_of_death_']").select2();
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$('#insurer_' + increment).select2();
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$('#tpa_' + increment).select2();
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$('#proposed_insurer').select2();
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$('#proposed_tpa').select2();
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$('#client_id').select2();
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$('#client_branch_id').select2();
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$('#source_policy_id').val("");
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console.log('---- completed ----')
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var next_reminder_date = flatpickr("#next_reminder_date", {
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dateFormat: "d/m/Y",
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allowInput: false,
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minDate: "today"
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});
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})
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//------------------------------ GET DATA ( EDIT, BRANCH, POLICY ) ---------------------------------------------------------------------------
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//view and edit Lead data function ( NOT IN USE DON'T DELETE )
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function togglePolicyTypeDivider(dataIncrement) {
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var $policyType = $('#policy_type_id_' + dataIncrement);
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var selectedPolicyText = ($policyType.find('option:selected').text() || '').toLowerCase();
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var isGmcPolicy = selectedPolicyText.indexOf('gmc') !== -1;
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var $policyDivider = $('#appendArea_' + dataIncrement).find('hr').first();
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if ($policyDivider.length) {
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$policyDivider.toggle(!isGmcPolicy);
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}
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}
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function getLeadsDataForEdit(input) {
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$('.loader').fadeIn();
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$('.loader-mask').fadeIn();
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$('#leads_form_id')[0].reset();
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var id = input;
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console.log('Selected Leads:', id);
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let dataIncrement = 1;
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$.ajax({
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url: '<?= base_url("leads/list/") ?>' + id,
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type: "GET",
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dataType: 'json',
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success: function(res) {
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$('.btnDiv').hide();
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$('#appendArea_' + dataIncrement).empty();
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console.log('getLeadsDataForEdit', res);
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if (res.status == true) {
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$('#appendArea_' + dataIncrement).append(res.data.html);
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if (typeof window.refreshLeadsFormValidation === 'function') {
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window.refreshLeadsFormValidation();
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}
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togglePolicyTypeDivider(dataIncrement);
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let policy_type_id = res.data.policy_type_id;
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let lead_type = res.data.lead_type;
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if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7) {
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let newId = 'appendAreaForClaim_' + dataIncrement;
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$('#appendAreaForClaim').attr('id', newId);
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}
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leadTypeBsedHideAndShow(lead_type)
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if (lead_type == 1) {
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$('.claim-row').hide();
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} else {
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$('.claim-row').show();
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if (policy_type_id == 1) {
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$('.gpaClaimFileds').show();
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$('.lifeClaimFields').hide();
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} else if (policy_type_id == 6 || policy_type_id == 7) {
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$('.gpaClaimFileds').hide();
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$('.lifeClaimFields').show();
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}
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}
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if (lead_type != 1 && policy_type_id != 1 && policy_type_id != 6 && policy_type_id != 7) {
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// updateRenewalFields(dataIncrement);
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// let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
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let incurred_claim_date_id = 'incurred_claim_date';
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|
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var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
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dateFormat: "d/m/Y",
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allowInput: false,
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onChange: function(selectedDates) {
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console.log('Flatpickr instance:', this);
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console.log('ID of this element:', this.input.id);
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|
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// Extract the increment value from the element's ID
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let increment = this.input.id.split('_').pop();
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console.log('Extracted increment:', increment);
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|
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let lead_type = $('#lead_type').val();
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var policyStartDate = $("#source_policy_start_date");
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if (lead_type == 3) {
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policyStartDate = $("#policy_start_date");
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}
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console.log('Selected Dates:', selectedDates);
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console.log('policy start date instance', policyStartDate)
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console.log('Policy Start Date:', policyStartDate.val());
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|
|
// Recalculate policy_run_days if policy start date is already selected
|
|
// if (policyStartDate.val()) {
|
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// calculatePolicyRunDays(increment);
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// }
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}
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});
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|
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// var premium_date_datepicker = flatpickr("#" + premium_date_id, {
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// dateFormat: "d/m/Y",
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// allowInput: false
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// });
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|
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$('#proposed_insurer_' + dataIncrement).select2();
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$('#proposed_tpa_' + dataIncrement).select2();
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}
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hide_list_show_add();
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pageTitle = 'Edit Opportunities - (EB)';
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pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon-btn" data-toggle="tooltip" data-placement="top" title="Back" aria-label="Back"><i class="ri-arrow-left-s-line"></i></a>';
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if (typeof window.applyTopNavbarTitle === 'function') {
|
|
window.applyTopNavbarTitle();
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}
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|
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$('#leads_primarykey').val(res.data.id);
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$('#actual_lead_id').val(res.data.actual_lead_id || 0);
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$('#policy_start_date').val(res.data.policy_end_date);
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$('#lead_type').val(res.data.lead_type);
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$('#issuer').val(res.data.issuer);
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$('#client_type').val(res.data.client_type);
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$('#client_name').val(res.data.client_name);
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$('#client_short_name').val(res.data.client_short_name);
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$('#entity_type_id').val(res.data.entity_type_id);
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$('#lead_status').val(res.data.status).trigger('change');
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$('#lost_reason').val(res.data.lost_reason || '');
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$('#notes').val(res.data.notes);
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|
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let existingClientId = res.data.client_id || res.data.is_client_created || 0;
|
|
console.log('existingClientId', existingClientId);
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|
|
if (lead_type == 3) {
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if (existingClientId && existingClientId != 0) {
|
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$('#exixting_client').prop('checked', true).trigger('change');
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} else {
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$('#exixting_client').prop('checked', false).trigger('change');
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}
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}
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|
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setTimeout(function() {
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$('#client_id').val(existingClientId).change();
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setTimeout(function() {
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$('#client_branch_id').val(res.data.client_branch_id).change();
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setTimeout(function() {
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$('#source_policy_id').val(res.data.source_policy_id);
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|
$('#pan').val(res.data.pan);
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|
$('#gst').val(res.data.gst);
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$('#branch_name').val(res.data.branch_name);
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|
$('#branch_code').val(res.data.branch_code);
|
|
$('#contact_person_name').val(res.data
|
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.contact_person_name);
|
|
$('#contact_person_mobile').val(res.data
|
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.contact_person_mobile);
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|
$('#contact_person_email').val(res.data
|
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.contact_person_email);
|
|
$('#policy_type_id_1').val(res.data.policy_type_id)
|
|
.select2();
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
}, 1000)
|
|
}, 1000);
|
|
}, 1000);
|
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|
|
var insurer = res.data.insurer_branch_id + '-' + res.data.insurer_id;
|
|
var tpa = res.data.tpa_branch_id + '-' + res.data.tpa_id;
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|
|
|
var proposed_insurer = res.data.proposed_insurer_branch_id + '-' + res.data
|
|
.proposed_insurer_id;
|
|
var proposed_tpa = res.data.proposed_tpa_branch_id + '-' + res.data.proposed_tpa_id;
|
|
|
|
$('#insurer_1').val(insurer).select2();
|
|
$('#tpa_1').val(tpa).select2();
|
|
$('#policy_start_date_1').val(res.data.policy_start_date);
|
|
$('#policy_end_date_1').val(res.data.policy_end_date);
|
|
$('#file_name_display').text('Upload File Name : ' + res.data.file_name);
|
|
|
|
if (res.data.salse_person_id) {
|
|
selecSalsePerson(res.data.salse_person_id);
|
|
}
|
|
|
|
|
|
} else {
|
|
console.log('No data found');
|
|
}
|
|
},
|
|
error: function(xhr, status, error) {
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
console.error(xhr.responseText);
|
|
console.error(status, error);
|
|
}
|
|
});
|
|
}
|
|
|
|
var allContacts = "";
|
|
//client branch data
|
|
function getBranchData(input, inputType) {
|
|
|
|
if (inputType == 1) {
|
|
var client_branch_id = $(input).val();
|
|
} else {
|
|
client_branch_id = input;
|
|
}
|
|
|
|
if (client_branch_id) {
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
$.ajax({
|
|
url: '<?php echo base_url('util/get_client_branch_data/'); ?>' + client_branch_id,
|
|
type: "GET",
|
|
dataType: 'json',
|
|
success: function(res) {
|
|
|
|
console.log('getBranchData response', res);
|
|
|
|
if (res.status == true) {
|
|
|
|
$('#gst').val(res.data.gst);
|
|
$('#pan').val(res.data.pan);
|
|
$('#branch_name').val(res.data.branch_name);
|
|
$('#branch_code').val(res.data.branch_code);
|
|
allContacts = res.contact;
|
|
$('#contact_person_summary').empty();
|
|
$('#contact_person_summary').append($('<option>', {
|
|
value: "",
|
|
text: "Select a Contact"
|
|
}));
|
|
|
|
res.contact.forEach((value, key) => {
|
|
|
|
if (value.name && value.email) {
|
|
|
|
// let display_value = `${value.name} - ${value.email} - ${value.mobile}`;
|
|
let display_value = value.name;
|
|
|
|
$('#contact_person_summary').append($('<option>', {
|
|
value: key, // index or key in array/object
|
|
text: display_value
|
|
}));
|
|
}
|
|
|
|
});
|
|
// $('#contact_person_name').val(res?.contact?.name || '');
|
|
// $('#contact_person_mobile').val(res?.contact?.mobile || '');
|
|
// $('#contact_person_email').val(res?.contact?.email || '');
|
|
|
|
|
|
$('#pan').prop('readOnly', true);
|
|
$('#gst').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);
|
|
// $('#policy_type_id_1').prop('readOnly', true);
|
|
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
|
|
} else {
|
|
|
|
$('#gst').val('');
|
|
$('#pan').val('');
|
|
$('#branch_name').val('');
|
|
$('#branch_code').val('');
|
|
$('#contact_person_name').val('');
|
|
$('#contact_person_mobile').val('');
|
|
$('#contact_person_email').val('');
|
|
|
|
console.log(res.message, 'warning');
|
|
|
|
}
|
|
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
},
|
|
error: function(xhr, status, error) {
|
|
console.error(xhr.responseText);
|
|
console.error(status, error);
|
|
}
|
|
});
|
|
}
|
|
}
|
|
|
|
// Client Policy Data
|
|
function getPolicyData(client_policy_id, increment_count) {
|
|
|
|
console.log('client_policy_id', client_policy_id);
|
|
console.log('increment_count', increment);
|
|
|
|
if (client_policy_id) {
|
|
// Show loader
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
$.ajax({
|
|
url: '<?php echo base_url('client/policy/list/'); ?>' + client_policy_id,
|
|
type: "GET",
|
|
dataType: 'json',
|
|
success: function(res) {
|
|
console.log('getPolicyData response:', res);
|
|
|
|
if (res.status === true && res.data) {
|
|
|
|
console.log("res.data.source_policy_start_date", res.data.source_policy_start_date)
|
|
console.log("res.data.source_policy_end_date", res.data.source_policy_end_date)
|
|
|
|
$('#source_policy_start_date').val(res.data.source_policy_start_date);
|
|
$('#source_policy_end_date').val(res.data.source_policy_end_date);
|
|
|
|
for (let i = 1; i <= increment_count; i++) {
|
|
|
|
$(`#policy_type_id`).removeClass('readonly-select ').select2();
|
|
$(`#insurer_${i}`).removeClass('readonly-select ').select2();
|
|
$(`#tpa_${i}`).removeClass('readonly-select ').select2();
|
|
|
|
|
|
console.log('Updating fields for row:', i);
|
|
|
|
const insurer = `${res.data.insurer_branch_id}-${res.data.insurer_id}`;
|
|
const tpa = `${res.data.tpa_branch_id}-${res.data.tpa_id}`;
|
|
console.log('policy data', res);
|
|
// Update fields with response data
|
|
$(`#policy_type_id_${i}`).val(res.data.policy_type_id).trigger('change');
|
|
$(`#insurer_${i}`).val(insurer).trigger('change');
|
|
$(`#tpa_${i}`).val(tpa).trigger('change');
|
|
$(`#proposed_insurer_${i}`).val(insurer).trigger('change');
|
|
$(`#proposed_tpa_${i}`).val(tpa).trigger('change');
|
|
$('#policy_start_date').val(res.new_start_date);
|
|
$('#policy_end_date').val(res.end_date);
|
|
|
|
|
|
$("#policy_end_date").prop('readOnly', true);
|
|
$("#policy_start_date").prop("readOnly", true);
|
|
$(`#policy_type_id_${i}`).addClass('readonly-select ').select2('destroy');
|
|
$(`#insurer_${i}`).addClass('readonly-select ').select2('destroy');
|
|
$(`#tpa_${i}`).addClass('readonly-select ').select2('destroy');
|
|
$(`#proposed_insurer_${i}`).addClass('readonly-select ').select2('destroy');
|
|
$(`#proposed_tpa_${i}`).addClass('readonly-select ').select2('destroy');
|
|
|
|
}
|
|
|
|
} else {
|
|
console.warn('Invalid response:', res.message || 'Unknown error');
|
|
// Reset fields if response is invalid
|
|
for (let i = 1; i <= increment_count; i++) {
|
|
$(`#policy_type_id_${i}`).val('').trigger('change');
|
|
$(`#insurer_${i}`).val('').trigger('change');
|
|
$(`#tpa_${i}`).val('').trigger('change');
|
|
$(`#proposed_insurer_${i}`).val('').trigger('change');
|
|
$(`#proposed_tpa_${i}`).val('').trigger('change');
|
|
}
|
|
}
|
|
|
|
|
|
// Hide loader
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
},
|
|
error: function(xhr, status, error) {
|
|
console.error('AJAX Error:', xhr.responseText || error);
|
|
|
|
// Reset fields on error
|
|
for (let i = 1; i <= increment_count; i++) {
|
|
$(`#policy_type_id_${i}`).val('').trigger('change');
|
|
$(`#insurer_${i}`).val('').trigger('change');
|
|
$(`#tpa_${i}`).val('').trigger('change');
|
|
$(`#proposed_insurer_${i}`).val('').trigger('change');
|
|
$(`#proposed_tpa_${i}`).val('').trigger('change');
|
|
}
|
|
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
}
|
|
});
|
|
} else {
|
|
console.warn('Client policy ID is required.');
|
|
|
|
// Reset fields if no client policy ID is provided
|
|
for (let i = 1; i <= increment_count; i++) {
|
|
$(`#policy_type_id_${i}`).val('').trigger('change');
|
|
$(`#insurer_${i}`).val('').trigger('change');
|
|
$(`#tpa_${i}`).val('').trigger('change');
|
|
$(`#proposed_insurer_${i}`).val('').trigger('change');
|
|
$(`#proposed_tpa_${i}`).val('').trigger('change');
|
|
}
|
|
}
|
|
}
|
|
|
|
function getCustomFields(input, dataIncrement) {
|
|
|
|
console.log('getCustomFields', input);
|
|
let policy_type_id = $(input).val();
|
|
console.log("policy_type_id", policy_type_id);
|
|
|
|
var lead_type = $('#lead_type').val();
|
|
console.log("lead_type", lead_type);
|
|
|
|
let url = '<?= base_url('util/getPolicyTypeFields/') ?>';
|
|
|
|
let requestData = {
|
|
policy_type_id: policy_type_id,
|
|
};
|
|
|
|
// Show loader
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
// Send AJAX request
|
|
sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
|
|
|
|
console.log('Data fetched successfully:', response);
|
|
|
|
$('#appendArea_' + dataIncrement).empty();
|
|
|
|
if (response.status == true) {
|
|
console.log(response.message, 'SUCCESS');
|
|
$('#appendArea_' + dataIncrement).append(response.data);
|
|
if (typeof window.refreshLeadsFormValidation === 'function') {
|
|
window.refreshLeadsFormValidation();
|
|
}
|
|
togglePolicyTypeDivider(dataIncrement);
|
|
|
|
console.log("Policy Type ID : ", policy_type_id);
|
|
if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7) {
|
|
|
|
let newId = 'appendAreaForClaim_' + dataIncrement;
|
|
$('#appendAreaForClaim').attr('id', newId);
|
|
|
|
appendThreeYearsClaims(dataIncrement)
|
|
}
|
|
|
|
leadTypeBsedHideAndShow(lead_type)
|
|
|
|
|
|
if (lead_type == 1) {
|
|
$('.claim-row').hide();
|
|
} 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();
|
|
}
|
|
}
|
|
|
|
if (lead_type != 1 && policy_type_id != 1 && policy_type_id != 6 && policy_type_id != 7) {
|
|
if (lead_type == 1) {
|
|
updateRenewalFields(dataIncrement);
|
|
}
|
|
|
|
// let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
|
|
let incurred_claim_date_id = 'incurred_claim_date';
|
|
var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
|
|
dateFormat: "d/m/Y",
|
|
allowInput: false,
|
|
onChange: function(selectedDates) {
|
|
console.log('Flatpickr instance:', this);
|
|
console.log('ID of this element:', this.input.id);
|
|
|
|
// Extract the increment value from the element's ID
|
|
let increment = this.input.id.split('_').pop();
|
|
console.log('Extracted increment:', increment);
|
|
|
|
var policyStartDate = $("#source_policy_start_date");
|
|
if (lead_type == 3) {
|
|
policyStartDate = $("#policy_start_date");
|
|
}
|
|
|
|
console.log('Selected Dates:', selectedDates);
|
|
console.log('policy start date instance', policyStartDate)
|
|
console.log('Policy Start Date:', policyStartDate.val());
|
|
|
|
// Recalculate policy_run_days if policy start date is already selected
|
|
// if (policyStartDate.val()) {
|
|
// calculatePolicyRunDays(increment);
|
|
// }
|
|
}
|
|
});
|
|
|
|
$('#proposed_insurer_' + dataIncrement).select2();
|
|
$('#proposed_tpa_' + dataIncrement).select2();
|
|
}
|
|
|
|
} else {
|
|
console.log(response.message, 'WARNING');
|
|
}
|
|
|
|
// Hide loader
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
|
|
}, function(xhr, status, error) {
|
|
console.error('Error fetching data:', error);
|
|
console.error(xhr.responseText);
|
|
toastr.error('An error occurred while fetch data.', 'Error');
|
|
|
|
// Hide loader
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
});
|
|
}
|
|
|
|
//---------------------- MULTI POLICY APPEND -----------------------------------------------------------------------------------
|
|
|
|
var increment = 1;
|
|
|
|
function addHTMLInput(check = null) {
|
|
|
|
const container = document.getElementById('dynamic-form-container');
|
|
const newRow = document.createElement('div');
|
|
newRow.className = 'form-row dynamic-form-row';
|
|
|
|
if (increment > 1) {
|
|
const hrElement = document.createElement('hr');
|
|
container.appendChild(hrElement);
|
|
}
|
|
|
|
// Main div
|
|
newRow.innerHTML += `
|
|
<div class="form-group col-md-4 renewalFields" style="display: none;">
|
|
<label for="source_policy_id"> Source Policy <span id="base_danger"
|
|
class="text-danger">* </span></label>
|
|
<select class="form-control" id="source_policy_id" name="source_policy_id">
|
|
<option value="" selected>Select Source Policy</option>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-4 renewalFields" style="display: none;">
|
|
<label for="source_policy_start_date">Source Policy Start Date<span class="text-danger"></span></label>
|
|
<input type="text" class="form-control readonly-select" id="source_policy_start_date" name="source_policy_start_date" readonly>
|
|
</div>
|
|
|
|
<div class="form-group col-md-4 renewalFields" style="display: none;">
|
|
<label for="source_policy_end_date">Source Policy End Date<span class="text-danger"></span></label>
|
|
<input type="text" class="form-control" id="source_policy_end_date" name="source_policy_end_date" readonly>
|
|
</div>
|
|
|
|
<div class="form-group col-md-4">
|
|
<label for="policy_type_id">Policy Type <span class="text-danger">*</span></label>
|
|
<select class="form-control" id="policy_type_id_${increment}" name="policy_type_id[]" onchange="getCustomFields(this, ${increment})" required>
|
|
<option value="">Select Policy Type</option>
|
|
<?php
|
|
if (isset($policy_type) && count($policy_type)) {
|
|
foreach ($policy_type as $value) {
|
|
if ($value['allocg'] != "Non-EB" && $value['allocg'] != "Marine") {
|
|
echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
|
|
}
|
|
}
|
|
}
|
|
?>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-4 proposed_div">
|
|
<label for="insurer">Insurer <span class="text-danger"></span></label>
|
|
<select class="form-control" id="insurer_${increment}" name="insurer[]" onchange="insurerChange(this, ${increment})">
|
|
<option value="">Select Insurer</option>
|
|
<?php if (isset($insurer)) { ?>
|
|
<?php foreach ($insurer as $value) { ?>
|
|
<option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
|
|
<?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
|
|
</option>
|
|
<?php } ?>
|
|
<?php } ?>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-4 proposed_div">
|
|
<label for="tpa">TPA <span class="text-danger"></span></label>
|
|
<select class="form-control" id="tpa_${increment}" name="tpa[]" onchange="tpaChange(this, ${increment})">
|
|
<option value="">Select TPA</option>
|
|
<?php if (isset($tpa)) { ?>
|
|
<?php foreach ($tpa as $value) { ?>
|
|
<option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
|
|
<?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
|
|
</option>
|
|
<?php } ?>
|
|
<?php } ?>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-4">
|
|
<label for="policy_start_date">Date of Commencement <span class="text-danger">*</span></label>
|
|
<div class="input-icon">
|
|
<input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" onchange="calculatePolicyMetrics(this)" autocomplete="off" >
|
|
<i class="mdi mdi-calendar-blank-outline additional-icon"></i>
|
|
</div>
|
|
|
|
</div>
|
|
|
|
<div class="form-group col-md-4">
|
|
<label for="policy_end_date">Date of Expiry <span class="text-danger">*</span></label>
|
|
<div class="input-icon">
|
|
<input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE" autocomplete="off">
|
|
<i class="mdi mdi-calendar-blank-outline additional-icon"></i>
|
|
</div>
|
|
</div>
|
|
|
|
|
|
<div id="appendArea_${increment}" class = "form-group col-md-12 appendArea"></div>
|
|
|
|
<div class="card" style="width:100%; background-color: transparent;">
|
|
<div class="card-body" style="background-color: #fff !important; border: 0px !important;">
|
|
<div id="multiFileAppendArea_${increment}"></div>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
|
|
<a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
|
|
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(1)">+</a>
|
|
</div>
|
|
`;
|
|
|
|
container.appendChild(newRow);
|
|
if (typeof window.refreshLeadsFormValidation === 'function') {
|
|
window.refreshLeadsFormValidation();
|
|
}
|
|
|
|
//append mutli file html
|
|
addFileField(increment);
|
|
|
|
var lead_type = $('#lead_type').val();
|
|
leadTypeBsedHideAndShow(lead_type)
|
|
|
|
$('#policy_type_id_' + increment).parsley({
|
|
errorsContainer: function(ParsleyField) {
|
|
if (ParsleyField.$element.hasClass('select2-hidden-accessible')) {
|
|
return ParsleyField.$element.siblings('.select2-container');
|
|
}
|
|
return ParsleyField.$element;
|
|
}
|
|
});
|
|
|
|
$('#insurer_' + increment).select2();
|
|
$('#tpa_' + increment).select2();
|
|
$('#proposed_insurer_' + increment).select2();
|
|
$('#proposed_tpa_' + increment).select2();
|
|
|
|
$('#policy_type_id_' + increment).select2();
|
|
lead_type = $('#lead_type').val();
|
|
|
|
// var start_date_id = lead_type == "1" ? `policy_start_date_${increment}` : "policy_start_date";
|
|
// var end_date_id = lead_type == "1" ? `policy_end_date_${increment}` : "policy_end_date";
|
|
|
|
// $(".policy_start_date").attr("id", start_date_id);
|
|
// $(".policy_end_date").attr("id", end_date_id);
|
|
|
|
// Initialize date pickers
|
|
if (lead_type == 1) {
|
|
|
|
var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
|
|
dateFormat: "d/m/Y",
|
|
allowInput: false,
|
|
onChange: function(selectedDates) {
|
|
var policy_end_date = new Date(selectedDates[0]);
|
|
policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
|
|
policy_end_date.setDate(policy_end_date.getDate() -
|
|
1); // Set end date to last day of selected year
|
|
policy_end_datePicker.setDate(policy_end_date);
|
|
|
|
console.log('this object', this);
|
|
console.log('id of this element:', this.element);
|
|
console.log('id of this element:', this.element.id);
|
|
|
|
let increment = this.element.id.split('_').pop();
|
|
console.log(increment); // Outputs: 1
|
|
|
|
|
|
// console.log('increment', increment);
|
|
// console.log('policy_start_datePicker selectedDates', selectedDates);
|
|
// console.log('policy_start_datePicker incurred_claim_date_', $("#incurred_claim_date_" +
|
|
// increment).val());
|
|
|
|
// Recalculate policy_run_days if incurred claim date is already selected
|
|
// if ($("#incurred_claim_date_" + increment).val()) {
|
|
// console.log('policy_start_datePicker selectedDates', selectedDates);
|
|
// calculatePolicyRunDays(increment);
|
|
// }
|
|
}
|
|
});
|
|
}
|
|
|
|
var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
|
|
dateFormat: "d/m/Y",
|
|
allowInput: false
|
|
});
|
|
|
|
$('#source_policy_id').on('change', function() {
|
|
let client_policy_id = $(this).val();
|
|
console.log('increment given', increment);
|
|
getPolicyData(client_policy_id, increment);
|
|
})
|
|
|
|
if (check == 1) {
|
|
let client_policy_id = $('#source_policy_id').val();
|
|
if (client_policy_id) {
|
|
getPolicyData(client_policy_id, increment);
|
|
}
|
|
}
|
|
|
|
increment++; // Increment after adding the input
|
|
}
|
|
|
|
function removeHTMLInput(element) {
|
|
|
|
const container = document.getElementById('dynamic-form-container');
|
|
const rows = container.querySelectorAll('.dynamic-form-row');
|
|
|
|
if (rows.length > 1) {
|
|
const row = element.closest('.dynamic-form-row');
|
|
|
|
const hrElement = row.previousElementSibling; // Get the <hr> before the row
|
|
console.log(hrElement);
|
|
console.log(hrElement.tagName);
|
|
if (hrElement && hrElement.tagName === 'HR') { // Check if it's an <hr> element
|
|
hrElement.remove(); // Remove the <hr>
|
|
}
|
|
|
|
row.remove();
|
|
}
|
|
}
|
|
|
|
function removeExtraForms() {
|
|
const container = document.getElementById('dynamic-form-container');
|
|
|
|
if (!container) {
|
|
console.error("Container element not found");
|
|
return;
|
|
}
|
|
|
|
// Remove all .dynamic-form-row except the first one
|
|
const rows = container.querySelectorAll('.dynamic-form-row');
|
|
rows.forEach((row, index) => {
|
|
if (index > 0) row.remove();
|
|
});
|
|
|
|
// Remove all <hr> elements except the first one
|
|
const hrElements = container.querySelectorAll('hr');
|
|
hrElements.forEach((hr, index) => {
|
|
if (index > 0) hr.remove();
|
|
});
|
|
}
|
|
|
|
//------------------------ CALCULATION ---------------------------------------------------------------------------------
|
|
|
|
|
|
// function calculatePolicyRunDays(increment) {
|
|
|
|
// // console.log('calculatePolicyRunDays function called');
|
|
// // console.log('increment', increment);
|
|
// // let lead_type = $('#lead_type').val();
|
|
// // var policyStartDate = $("#source_policy_start_date");
|
|
// // if(lead_type == 3){
|
|
// // policyStartDate = $("#policy_start_date");
|
|
// // }
|
|
// // var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
|
|
// // var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
|
|
|
|
// // console.log('policyStartDate', policyStartDate)
|
|
// // console.log('incurredClaimDate', incurredClaimDate)
|
|
|
|
// // if (policyStartDate && incurredClaimDate) {
|
|
// // var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds
|
|
// // console.log('timeDiff', timeDiff);
|
|
// // var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
|
|
// // console.log('daysDiff', daysDiff);
|
|
// // $("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
|
|
// // }
|
|
// }
|
|
|
|
// function incurredClaimSum(input) {
|
|
|
|
// // let increment = input.id.split('_').pop(); // Extract the increment part
|
|
// // console.log('increment', increment);
|
|
|
|
// // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
|
|
// // let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
|
|
// // console.log('paid_claims', paid_claims);
|
|
|
|
// // let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
|
|
// // console.log('outstanding_claims', outstanding_claims);
|
|
|
|
// // // Calculate the incurred claim
|
|
// // let incurred_claims = paid_claims + outstanding_claims;
|
|
// // console.log('incurred_claims', incurred_claims);
|
|
|
|
// // // Set the calculated value
|
|
// // $('#incurred_claims_' + increment).val(incurred_claims);
|
|
|
|
// // // ------------------------------------------------------------------------------------------
|
|
|
|
// // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
|
|
// // console.log('policy_run_days', policy_run_days);
|
|
// // console.log('incurred claims ' + incurred_claims);
|
|
// // // Prevent division by zero in annualised claims calculation
|
|
// // let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
|
|
// // let annualised_claims_roundoff = Math.round(annualised_claims);
|
|
// // console.log('annualised_claims', annualised_claims_roundoff);
|
|
|
|
// // $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
|
|
|
|
// // // ------------------------------------------------------------------------------------------
|
|
|
|
// // // Prevent division by zero in incurred claim ratio calculation
|
|
// // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
|
|
// // let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
|
|
// // ? (annualised_claims / premium_as_on_date)
|
|
// // : 0;
|
|
|
|
// // let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio)
|
|
// // ? Math.round(incurred_claim_ratio)
|
|
// // : 0;
|
|
|
|
// // console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
|
|
|
|
// // $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
|
|
|
|
// // // ------------------------------------------------------------------------------------------
|
|
|
|
// // let earnedPremium = parseFloat($('#earned_premium_' + increment).val()) || 0;
|
|
// // console.log('earnedPremium:', earnedPremium);
|
|
|
|
// // // Prevent division by zero
|
|
// // let earnedClaimsRatio = earnedPremium > 0 ? annualised_claims / earnedPremium : 0;
|
|
|
|
// // // Round to nearest integer
|
|
// // let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
|
|
// // console.log('earnedClaimsRatio:', earnedClaimsRatio);
|
|
|
|
// // // Set the value to the corresponding input
|
|
// // $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
|
|
|
|
// }
|
|
|
|
// function earnedPremiumCalc(input) {
|
|
|
|
// // let increment = input.id.split('_').pop(); // Extract the increment part
|
|
// // console.log('increment', increment);
|
|
|
|
// // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
|
|
|
|
// // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
|
|
// // let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
|
|
// // console.log('premium_at_inception', premium_at_inception);
|
|
|
|
// // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
|
|
// // console.log('policy_run_days', policy_run_days);
|
|
|
|
// // // Prevent division by zero and calculate earned premium
|
|
// // let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
|
|
// // console.log('earned_premium', earned_premium);
|
|
// // let earned_premium_roundoff = Math.round(earned_premium);
|
|
// // // Set the calculated value with two decimal places
|
|
// // $('#earned_premium_' + increment).val(earned_premium_roundoff);
|
|
// }
|
|
|
|
function calculatePolicyMetrics(input) {
|
|
|
|
let lead_type = $('#lead_type').val();
|
|
console.log('Lead Type:', lead_type);
|
|
|
|
let increment = input.id.split('_').pop(); // Extract increment
|
|
if (lead_type == 1) {
|
|
return;
|
|
}
|
|
|
|
let input_id = input.id;
|
|
console.log('--- calculatePolicyMetrics called ---');
|
|
console.log('Input ID:', input_id);
|
|
console.log('Increment:', increment);
|
|
|
|
let sourcePolicyDateVal = $('#source_policy_start_date').val()?.trim();
|
|
let policyStartDateVal = $('#policy_start_date').val()?.trim() || $('#policy_start_date_1').val()?.trim();
|
|
|
|
let policyStartDateInput = null;
|
|
|
|
if (sourcePolicyDateVal && lead_type == 2) {
|
|
policyStartDateInput = $('#source_policy_start_date');
|
|
console.log('Using Source Policy Start Date:', sourcePolicyDateVal);
|
|
} else if (policyStartDateVal) {
|
|
if (input_id == "policy_start_date_1") {
|
|
policyStartDateInput = $('#policy_start_date_1');
|
|
} else {
|
|
policyStartDateInput = $('#policy_start_date');
|
|
}
|
|
console.log('Using Policy Start Date:', policyStartDateVal);
|
|
} else {
|
|
toastr.warning('Policy start date or Date of Commencement is empty. Please fill in the date field.', "WARNING.. !");
|
|
console.warn('Both policy start dates are missing or invalid');
|
|
$(input).val('');
|
|
return; // stop further execution
|
|
}
|
|
|
|
// let policyStartDateInput = (lead_type == 3) ? $('#policy_start_date') : $('#source_policy_start_date');
|
|
console.log('Policy Start Date Input:', policyStartDateInput.val());
|
|
|
|
let policyStartDate = flatpickr.parseDate(policyStartDateInput.val(), "d/m/Y");
|
|
let incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date").val(), "d/m/Y");
|
|
|
|
console.log('Parsed Policy Start Date:', policyStartDate);
|
|
console.log('Parsed Incurred Claim Date:', incurredClaimDate);
|
|
|
|
if (policyStartDate && incurredClaimDate) {
|
|
let timeDiff = Math.abs(incurredClaimDate - policyStartDate);
|
|
console.log('Time Difference (ms):', timeDiff);
|
|
|
|
let daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1);
|
|
console.log('Policy Run Days:', daysDiff);
|
|
|
|
$('#policy_run_days').val(daysDiff);
|
|
}
|
|
|
|
let paid_claims = Number($('#paid_claims').val()) || 0;
|
|
let outstanding_claims = Number($('#outstanding_claims').val()) || 0;
|
|
console.log('Paid Claims:', paid_claims);
|
|
console.log('Outstanding Claims:', outstanding_claims);
|
|
|
|
let incurred_claims = paid_claims + outstanding_claims;
|
|
console.log('Incurred Claims:', incurred_claims);
|
|
$('#incurred_claims').val(incurred_claims);
|
|
|
|
let policy_run_days = Number($('#policy_run_days').val()) || 0;
|
|
console.log('Policy Run Days (Final):', policy_run_days);
|
|
|
|
let annualised_claims = policy_run_days > 0 ? (incurred_claims / policy_run_days) * 365 : 0;
|
|
// let annualised_claims_roundoff = annualised_claims.toFixed(2);
|
|
let annualised_claims_roundoff = Math.trunc(annualised_claims);
|
|
|
|
console.log('Annualised Claims:', annualised_claims);
|
|
console.log('Annualised Claims (Rounded):', annualised_claims_roundoff);
|
|
$('#annualised_claims').val(annualised_claims_roundoff);
|
|
|
|
let premium_as_on_date = Number($('#premium_date').val()) || 0;
|
|
console.log('Premium as on Date:', premium_as_on_date);
|
|
|
|
let incurred_claim_ratio = (incurred_claims > 0 && premium_as_on_date > 0) ?
|
|
(incurred_claims / premium_as_on_date) * 100 :
|
|
0;
|
|
let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio) ? incurred_claim_ratio.toFixed(2) : 0;
|
|
console.log('Incurred Claim Ratio:', incurred_claim_ratio);
|
|
console.log('Incurred Claim Ratio (Rounded):', incurred_claim_ratio_roundoff);
|
|
$('#incurred_claims_ratio').val(incurred_claim_ratio_roundoff);
|
|
|
|
let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * policy_run_days : 0;
|
|
// let earned_premium_roundoff = earned_premium.toFixed(2);
|
|
let earned_premium_roundoff = Math.trunc(earned_premium);
|
|
|
|
console.log('Earned Premium:', earned_premium);
|
|
console.log('Earned Premium (Rounded):', earned_premium_roundoff);
|
|
$('#earned_premium').val(earned_premium_roundoff);
|
|
|
|
let earnedClaimsRatio = premium_as_on_date > 0 ? (annualised_claims / premium_as_on_date) * 100 : 0;
|
|
let earnedClaimsRatioRounded = earnedClaimsRatio.toFixed(2);
|
|
console.log('Earned Claims Ratio:', earnedClaimsRatio);
|
|
console.log('Earned Claims Ratio (Rounded):', earnedClaimsRatioRounded);
|
|
$('#earned_claims_ratio').val(earnedClaimsRatioRounded);
|
|
|
|
console.log('--- End of calculatePolicyMetrics ---\n');
|
|
}
|
|
|
|
$(document).on("input", "#incept_no_of_lives", function () {
|
|
if (this.value.length > 10) {
|
|
this.value = this.value.slice(0, 10); // max 10 digits
|
|
}
|
|
this.value = this.value.replace(/\D/g, '');
|
|
});
|
|
|
|
|
|
$(document).on("input", "#incept_emp_count, #incept_dept_count, #renewal_emp_count, #renewal_dept_count, #exp_emp_count, #exp_dept_count", function() {
|
|
if (this.value.length > 10) {
|
|
this.value = this.value.slice(0, 10); // max 10 digits
|
|
}
|
|
this.value = this.value.replace(/\D/g, '');
|
|
calculateTotalLives(this);
|
|
});
|
|
|
|
function calculateTotalLives(input) {
|
|
|
|
var lead_type = $('#lead_type').val();
|
|
|
|
if (lead_type == 1) {
|
|
|
|
let formRow = input.closest('.form-row');
|
|
|
|
if (formRow) {
|
|
// Get the employee count and dependent count within the same row
|
|
let empCountInput = formRow.querySelector('[name="incept_emp_count[]"]');
|
|
let depCountInput = formRow.querySelector('[name="incept_dept_count[]"]');
|
|
let totalLivesInput = formRow.querySelector('[name="incept_no_of_lives[]"]');
|
|
|
|
// Parse the input values as integers, defaulting to 0 if empty
|
|
let empCount = empCountInput ? parseInt(empCountInput.value) || 0 : 0;
|
|
let depCount = depCountInput ? parseInt(depCountInput.value) || 0 : 0;
|
|
|
|
// Calculate total lives
|
|
let totalLives = empCount + depCount;
|
|
|
|
// Set the total lives input value
|
|
if (totalLivesInput) {
|
|
totalLivesInput.value = totalLives;
|
|
}
|
|
}
|
|
|
|
|
|
} else {
|
|
console.log("Function Called");
|
|
|
|
if (input.id === "incept_emp_count" || input.id === "incept_dept_count") {
|
|
var incept_emp_count = parseInt($("#incept_emp_count").val()) || 0;
|
|
var incept_dept_count = parseInt($("#incept_dept_count").val()) || 0;
|
|
|
|
var totalCount = incept_emp_count + incept_dept_count;
|
|
$("#incept_no_of_lives").val(totalCount);
|
|
|
|
} else if (input.id === "renewal_emp_count" || input.id === "renewal_dept_count") {
|
|
var renewal_emp_count = parseInt($("#renewal_emp_count").val()) || 0;
|
|
var renewal_dept_count = parseInt($("#renewal_dept_count").val()) || 0;
|
|
|
|
var totalCount = renewal_emp_count + renewal_dept_count;
|
|
$("#renewal_no_of_lives").val(totalCount);
|
|
|
|
} else {
|
|
var exp_emp_count = parseInt($("#exp_emp_count").val()) || 0;
|
|
var exp_dept_count = parseInt($("#exp_dept_count").val()) || 0;
|
|
|
|
var totalCount = exp_emp_count + exp_dept_count;
|
|
$("#exp_no_of_lives").val(totalCount);
|
|
}
|
|
}
|
|
|
|
|
|
}
|
|
|
|
|
|
|
|
//------------------------ FORM SUBMIT ---------------------------------------------------------------------------------
|
|
|
|
$("#leads_form_id").submit(function(event) {
|
|
|
|
event.preventDefault();
|
|
|
|
var isValid = $('#leads_form_id').parsley().validate();
|
|
|
|
if (!isValid) {
|
|
$('#leads_form_id').find('input, select, textarea').each(function() {
|
|
if ($(this).parsley().isValid() === false && !$(this).val()) {
|
|
console.log('Empty field ID:', this.id);
|
|
}
|
|
});
|
|
console.log('Form is Empty', 'Warning');
|
|
return;
|
|
}
|
|
|
|
var salse_person_id = $("#salse_person_id").val();
|
|
console.log('salse_person_id : ', salse_person_id);
|
|
|
|
|
|
form_action = '<?= base_url('leads/create') ?>';
|
|
|
|
$('.loader').fadeIn();
|
|
$('.loader-mask').fadeIn();
|
|
|
|
var formData = new FormData($('#leads_form_id')[0]);
|
|
var policy_type_ids = formData.getAll('policy_type_id[]');
|
|
console.table(policy_type_ids);
|
|
console.log('form policy ', policy_type_ids);
|
|
|
|
const jsonString = JSON.stringify(salse_person_id);
|
|
console.log('jsonString', jsonString);
|
|
|
|
// Append the JSON string to the FormData object
|
|
formData.append('salse_person_id', jsonString);
|
|
// Convert the claim experience array to JSON
|
|
const finyearJsonString = gatherClaimExperienceData(policy_type_ids);
|
|
console.log('finyearJsonString', finyearJsonString);
|
|
formData.append('finyear', finyearJsonString);
|
|
|
|
$.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('inception_form_response', res)
|
|
|
|
if (res.status == true) {
|
|
|
|
toastr.success(res.message, 'Success');
|
|
|
|
window.location.href = '<?= base_url('leads/list') ?>';
|
|
|
|
} else {
|
|
toastr.error(res.message, 'Error');
|
|
}
|
|
|
|
},
|
|
error: function(xhr, status, error) {
|
|
const hostname = window.location.hostname;
|
|
if (hostname === 'localhost' || hostname === '127.0.0.1') {
|
|
// DEVELOPER MODE: Show everything in a nice group
|
|
console.group("%c Debug: Server Error ", "background: #222; color: #bada55; padding: 2px;");
|
|
console.error("Status:", xhr.status);
|
|
console.error("Type:", error);
|
|
console.error("Full Response:", xhr.responseText);
|
|
console.groupEnd();
|
|
} else {
|
|
// LIVE MODE: Only log a simple, non-revealing error
|
|
console.error("Server Error: Action could not be completed. Reference Code: " + xhr.responseText);
|
|
}
|
|
|
|
$('.loader').fadeOut();
|
|
$('.loader-mask').delay(350).fadeOut('slow');
|
|
if (xhr.status === 400) {
|
|
let response = JSON.parse(xhr.responseText);
|
|
let errorMessages = "";
|
|
let seenMessages = []; // Array to store unique messages
|
|
if (response.errors) {
|
|
$.each(response.errors, function (field, message) {
|
|
if (!seenMessages.includes(message)) {
|
|
errorMessages += `• ${message}<br>`;
|
|
seenMessages.push(message); // Mark this message as "seen"
|
|
}
|
|
});
|
|
toastr.error(errorMessages, 'Validation Error', { "allowHtml": true });
|
|
} else {
|
|
toastr.warning(response.message || 'Validation failed', 'Warning');
|
|
}
|
|
|
|
} else if (xhr.status === 403) {
|
|
let response = JSON.parse(xhr.responseText);
|
|
toastr.error(response.message, 'Security Policy');
|
|
} else if (xhr.status === 500) {
|
|
toastr.error('Something went wrong . Please try again later.', 'Server Error');
|
|
} else {
|
|
toastr.error('An unexpected error occurred. Please try again later.', 'Error');
|
|
}
|
|
}
|
|
});
|
|
});
|
|
|
|
//-----------------------------------------------------------------------------------------------------------
|
|
|
|
$('#lead_type').change(function() {
|
|
|
|
let value = $(this).val()
|
|
leadTypeBsedHideAndShow(value, true)
|
|
|
|
if (value != 1 && value != 3) {
|
|
removeExtraForms();
|
|
}
|
|
|
|
$('#contact_person_summary').empty();
|
|
$('#contact_person_summary').append($('<option>', {
|
|
value: "",
|
|
text: "Select a Contact"
|
|
}));
|
|
|
|
$("#gst").val("");
|
|
$("#branch_name").val("");
|
|
$("#branch_code").val("");
|
|
$("#contact_person_name").val("");
|
|
$("#contact_person_mobile").val("");
|
|
$("#contact_person_email").val("");
|
|
|
|
|
|
// Fresh fields
|
|
$('#exixting_client').prop('checked', false);
|
|
$("#client_type").prop("selectedIndex", 0);
|
|
$("#entity_type_id").prop("selectedIndex", 0);
|
|
$("#client_name").val("");
|
|
$("#client_short_name").val("");
|
|
$('#client_type').removeClass('readonly-select');
|
|
$('#entity_type_id').removeClass('readonly-select');
|
|
$("#client_name").prop('readonly', false);
|
|
$("#client_short_name").prop('readonly', false);
|
|
|
|
// Renewal fields
|
|
$("#client_id").prop("selectedIndex", 0);
|
|
$("#client_branch_id").prop("selectedIndex", 0);
|
|
$("#source_policy_id").empty();
|
|
$('#source_policy_id').append($('<option>', {
|
|
value: "",
|
|
text: "Select a Policy"
|
|
}));
|
|
$("#pan").val("");
|
|
|
|
$('#policy_type_id_1').prop("selectedIndex", 0)
|
|
$('#insurer_1').prop("selectedIndex", 0)
|
|
$('#tpa_1').prop("selectedIndex", 0);
|
|
$('#policy_start_date').val("");
|
|
$('#policy_end_date').val("");
|
|
$("#appendArea_1").empty();
|
|
|
|
// $('#source_policy_start_date').val("");
|
|
// $('#source_policy_end_date').val("");
|
|
// $('#incurred_claims_date').val("");
|
|
// $('#paid_claims').val("");
|
|
// $('#outstanding_claims').val("");
|
|
// $('#incurred_claims').val("");
|
|
// $('#policy_run_days').val("");
|
|
// $('#premium_at_inception').val("");
|
|
// $('#premium_date').val("");
|
|
// $('#earned_premium').val("");
|
|
// $('#annualised_claims').val("");
|
|
// $('#incurred_claims_ratio').val("");
|
|
// $('#earned_claims_ratio').val("");
|
|
|
|
let incurred_claim_date_id = 'incurred_claim_date';
|
|
if ($('#' + 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();
|
|
console.log('Incurred claim date changed:', selectedDates);
|
|
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.`);
|
|
}
|
|
|
|
// --- Re-populate Actual Lead data if it was cleared ---
|
|
if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
|
|
$('#client_name').val(actualLeadClientName);
|
|
// Re-generate short name from the stored client name to ensure consistency
|
|
if (actualLeadClientName.trim() !== '') {
|
|
let baseName = actualLeadClientName
|
|
.trim()
|
|
.substring(0, 10)
|
|
.replace(/\s+/g, '')
|
|
.toUpperCase();
|
|
makeUniqueShortName(baseName);
|
|
} else {
|
|
$('#client_short_name').val('').parsley().reset();
|
|
}
|
|
}
|
|
|
|
})
|
|
|
|
function insurerChange(input, unique_id) {
|
|
var lead_type = $('#lead_type').val()
|
|
|
|
if (lead_type == 2) {
|
|
var val = $(input).val();
|
|
$('#proposed_insurer_' + unique_id).val(val).select2();
|
|
}
|
|
}
|
|
|
|
function tpaChange(input, unique_id) {
|
|
var lead_type = $('#lead_type').val()
|
|
|
|
if (lead_type == 2) {
|
|
var val = $(input).val();
|
|
$('#proposed_tpa_' + unique_id).val(val).select2();
|
|
}
|
|
}
|
|
|
|
//-----------------------------------------------------------------------------------------------------------
|
|
|
|
|
|
// function gatherClaimExperienceData(policy_id) {
|
|
|
|
// // console.log('policy id', policy_id);
|
|
// // Initialize an empty array for the claim experience data
|
|
// let claimExperience = [];
|
|
|
|
// for (let i = 0; i < policy_id.length; i++) {
|
|
// // Loop through the rows and extract data for each year
|
|
// $(`[name="first_year[]"][id*='_${policy_id[i]}_']`).each(function(index) {
|
|
// // Extract values for the first, second, and third year claims
|
|
// console.log('index ', index);
|
|
// const firstYear = $(`[name="first_year[]"][id*='_${policy_id[i]}_']`).eq(index).val();
|
|
// const firstClaimAmount = $(`input[name="first_claim_amount[]"][id*='_${policy_id[i]}_']`).eq(index)
|
|
// .val();
|
|
// const firstClaimStatus = $(`input[name="first_claim_status[]"][id*='_${policy_id[i]}_']`).eq(index)
|
|
// .val();
|
|
// const firstCauseOfDeath = $(`[name="first_casue_of_death[]"][id*='_${policy_id[i]}_']`).eq(index)
|
|
// .val() || null;
|
|
// const firstDeathDate = $(`input[name="first_death_date[]"][id*='_${policy_id[i]}_']`).eq(index)
|
|
// .val() || null;
|
|
// const claimType = $(`[name="claim_type[]"][id*='_${policy_id[i]}_']`).eq(index).val() || null;
|
|
|
|
// // Push each year's data into the array
|
|
// claimExperience.push({
|
|
// "finyear": [{
|
|
// "year": firstYear,
|
|
// "claim_amount": firstClaimAmount,
|
|
// "status": firstClaimStatus,
|
|
// "cause_of_death": firstCauseOfDeath,
|
|
// "death_date": firstDeathDate,
|
|
// 'claim_type': claimType,
|
|
// 'policy_type': policy_id[i]
|
|
// }]
|
|
// });
|
|
|
|
// });
|
|
// }
|
|
// console.log('claim experience', claimExperience);
|
|
// return JSON.stringify(claimExperience);
|
|
// }
|
|
|
|
function gatherClaimExperienceData() {
|
|
|
|
let claimData = [];
|
|
|
|
$(".claim-row").each(function() {
|
|
|
|
let year = $(this).find("[name='first_year[]']").val();
|
|
let claimAmount = $(this).find("[name='first_claim_amount[]']").val();
|
|
let claimStatus = $(this).find("[name='first_claim_status[]']").val();
|
|
let claimType = $(this).find("[name='claim_type[]']").val();
|
|
let causeOfDeath = $(this).find("[name='first_cause_of_death[]']").val();
|
|
let deathDate = $(this).find("[name='first_death_date[]']").val();
|
|
|
|
let emp_id = $(this).find("[name='emp_id[]']").val();
|
|
let emp_name = $(this).find("[name='emp_name[]']").val();
|
|
let gender = $(this).find("[name='gender[]']").val();
|
|
let designation = $(this).find("[name='designation[]']").val();
|
|
let sum_insured = $(this).find("[name='sum_insured[]']").val();
|
|
|
|
claimData.push({
|
|
"year": year,
|
|
"emp_id": emp_id,
|
|
"emp_name": emp_name,
|
|
"gender": gender,
|
|
"designation": designation,
|
|
"sum_insured": sum_insured,
|
|
"death_date": deathDate,
|
|
"cause_of_death": causeOfDeath,
|
|
"settled": claimAmount,
|
|
});
|
|
});
|
|
|
|
let finalJson = {
|
|
"finyear": claimData
|
|
};
|
|
|
|
console.log(finalJson);
|
|
|
|
let jsonString = JSON.stringify(finalJson);
|
|
console.log(jsonString);
|
|
|
|
return jsonString;
|
|
}
|
|
|
|
//-----------------------------------------------------------------------------------------------------------
|
|
|
|
// do not remove this
|
|
// function appendThreeYearsClaims(count) {
|
|
|
|
// // let count = $('#appendAreaForClaim').data('count');
|
|
// console.log("count", count);
|
|
|
|
// let policy_type_id = $('#policy_type_id_' + count).val()
|
|
// console.log('policy_type_id', policy_type_id);
|
|
|
|
// console.log('claimIndex from parent', claimIndex);
|
|
// let increment = claimIndex;
|
|
|
|
// let claimsFields = `
|
|
// <div class="row claim-row">
|
|
|
|
// <div class="form-group col-md-2">
|
|
// <label for="first_year_${increment}">Year<span class="text-danger">*</span></label>
|
|
// <select class="form-control first_year_" id="first_year_${increment}" name="first_year[]">
|
|
// <option value="">Select Year</option>
|
|
// <?php foreach ($lastFiveYears as $year) {echo "<option value='$year'>$year</option>";} ?>
|
|
// </select>
|
|
// </div>
|
|
// <div class="form-group col-md-2">
|
|
// <label for="first_claim_amount_${increment}">Claim/Settled Amount<span class="text-danger">*</span></label>
|
|
// <input type="text" class="form-control" id="first_claim_amount_${increment}" name="first_claim_amount[]">
|
|
// </div>
|
|
// <div class="form-group col-md-2">
|
|
// <label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
|
|
// <input type="text" class="form-control" id="first_claim_status_${increment}" name="first_claim_status[]">
|
|
// </div>
|
|
// <div class="form-group col-md-2 lifeClaimFields" style="display:none;">
|
|
// <label for="first_cause_of_death_${increment}">Nature/Cause Of Death <span class="text-danger">*</span></label>
|
|
// <select class="form-control" id="first_cause_of_death_${increment}" name="first_cause_of_death[]">
|
|
// <option value="">Select Cause of Death</option>
|
|
// <?php foreach ($causeOfDeath as $cause => $death_value) {echo "<option value='$cause'>$death_value</option>";} ?>
|
|
// </select>
|
|
// </div>
|
|
// <div class="form-group col-md-2 lifeClaimFields" style="display:none;">
|
|
// <label for="first_death_date_${increment}">Date of Death<span class="text-danger">*</span></label>
|
|
// <input type="text" class="form-control" id="first_death_date_${increment}" name="first_death_date[]">
|
|
// </div>
|
|
// <div class="form-group col-md-2 gpaClaimFileds" style="display:none;">
|
|
// <label for="claim_type_${increment}">Claim Type<span class="text-danger">*</span></label>
|
|
// <select class="form-control" id="claim_type_${increment}" name="claim_type[]">
|
|
// <option value="">Select Claim Type</option>
|
|
// <?php foreach ($gpaClaimType as $claimType => $claim_value) {echo "<option value='$claimType'>$claim_value</option>";} ?>
|
|
// </select>
|
|
// </div>
|
|
// <div class="form-group col-md-2">
|
|
// <div class="" style="position: relative; top: 28px; float: right; text-align: end;">
|
|
// <a class="btn btn-danger waves-effect waves-light" onclick="removeClaim(this, ${count})">x</a>
|
|
// <a class="btn btn-primary waves-effect waves-light mr-1" onclick="appendThreeYearsClaims(${count})">+</a>
|
|
// </div>
|
|
// </div>
|
|
// </div>
|
|
// `;
|
|
|
|
// // Append new claim fields
|
|
// let referenceDiv = document.getElementById('appendAreaForClaim_' + count);
|
|
|
|
// if (referenceDiv) {
|
|
// referenceDiv.insertAdjacentHTML('beforeend', claimsFields);
|
|
// } else {
|
|
// console.error('Element not found: appendAreaForClaim_' + count);
|
|
// }
|
|
|
|
// // Increment claim index
|
|
// console.log("claim index " + claimIndex);
|
|
// claimIndex++;
|
|
// console.log("after claim index " + claimIndex);
|
|
|
|
// if (policy_type_id == 1) {
|
|
// $('.gpaClaimFileds').show();
|
|
// $('.lifeClaimFields').hide();
|
|
// } else if (policy_type_id == 6 || policy_type_id == 7) {
|
|
// $('.gpaClaimFileds').hide();
|
|
// $('.lifeClaimFields').show();
|
|
// }
|
|
|
|
// // Initialize Select2 for the newly added fields
|
|
// $("#first_year_" + increment).select2();
|
|
// $("#claim_type_" + increment).select2();
|
|
// $("#first_cause_of_death_" + increment).select2();
|
|
|
|
// toggleRequiredFields();
|
|
// }
|
|
|
|
function appendThreeYearsClaims(count) {
|
|
|
|
// let count = $('#appendAreaForClaim').data('count');
|
|
console.log("count", count);
|
|
|
|
let policy_type_id = $('#policy_type_id_' + count).val()
|
|
console.log('policy_type_id', policy_type_id);
|
|
|
|
console.log('claimIndex from parent', claimIndex);
|
|
let increment = claimIndex;
|
|
|
|
let claimsFields = `
|
|
<div class="row claim-row">
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="first_year_${increment}">Year<span class="text-danger">*</span></label>
|
|
<select class="form-control first_year_" id="first_year_${increment}" name="first_year[]">
|
|
<option value="">Select Year</option>
|
|
<?php foreach ($lastFiveYears as $year) {
|
|
echo "<option value='$year'>$year</option>";
|
|
} ?>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="emp_id_${increment}">Emp ID<span class="text-danger">*</span></label>
|
|
<input type="text" class="form-control" id="emp_id_${increment}" name="emp_id[]">
|
|
</div>
|
|
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="emp_name_${increment}">Employee Name<span class="text-danger">*</span></label>
|
|
<input type="text" class="form-control" id="emp_name_${increment}" name="emp_name[]">
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="gender_${increment}">Gender<span class="text-danger">*</span></label>
|
|
<select class="form-control" id="gender_${increment}" name="gender[]">
|
|
<option value="">Select Gender</option>
|
|
<option value="Female">Female</option>
|
|
<option value="Male">Male</option>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="designation_${increment}">Designation <span class="text-danger">*</span></label>
|
|
<input type="text" class="form-control" id="designation_${increment}" name="designation[]">
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="sum_insured_${increment}">Sum Insured <span class="text-danger">*</span></label>
|
|
<input type="text" class="form-control" id="sum_insured_${increment}" name="sum_insured[]">
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="first_death_date_${increment}">Date of Death<span class="text-danger">*</span></label>
|
|
<div class="input-icon">
|
|
<input type="text" class="form-control death_date flatpickr-date" id="first_death_date_${increment}" name="first_death_date[]" autocomplete="off">
|
|
<i class="mdi mdi-calendar-blank-outline additional-icon"></i>
|
|
</div>
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="first_cause_of_death_${increment}">Nature/Cause Of Death <span class="text-danger">*</span></label>
|
|
<select class="form-control" id="first_cause_of_death_${increment}" name="first_cause_of_death[]">
|
|
<option value="">Select Cause of Death</option>
|
|
<?php foreach ($causeOfDeath as $cause => $death_value) {
|
|
echo "<option value='$cause'>$death_value</option>";
|
|
} ?>
|
|
</select>
|
|
</div>
|
|
|
|
<div class="form-group col-md-2">
|
|
<label for="first_claim_amount_${increment}">Claim/Settled Amount<span class="text-danger">*</span></label>
|
|
<input type="text" class="form-control" id="first_claim_amount_${increment}" name="first_claim_amount[]">
|
|
</div>
|
|
|
|
<!-- <div class="form-group col-md-2">
|
|
<label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
|
|
<input type="text" class="form-control" id="first_claim_status_${increment}" name="first_claim_status[]">
|
|
</div> -->
|
|
|
|
<!-- <div class="form-group col-md-2 gpaClaimFileds" style="display:none;">
|
|
<label for="claim_type_${increment}">Claim Type<span class="text-danger">*</span></label>
|
|
<select class="form-control" id="claim_type_${increment}" name="claim_type[]">
|
|
<option value="">Select Claim Type</option>
|
|
<?php foreach ($gpaClaimType as $claimType => $claim_value) {
|
|
echo "<option value='$claimType'>$claim_value</option>";
|
|
} ?>
|
|
</select>
|
|
</div> -->
|
|
|
|
<div class="form-group col-md-2">
|
|
<div class="" style="position: relative; top: 28px; float: right; text-align: end;">
|
|
<a class="btn btn-danger waves-effect waves-light" onclick="removeClaim(this, ${count})">x</a>
|
|
<a class="btn btn-primary waves-effect waves-light mr-1" onclick="appendThreeYearsClaims(${count})">+</a>
|
|
</div>
|
|
</div>
|
|
</div>
|
|
`;
|
|
|
|
// Append new claim fields
|
|
let referenceDiv = document.getElementById('appendAreaForClaim_' + count);
|
|
|
|
if (referenceDiv) {
|
|
referenceDiv.insertAdjacentHTML('beforeend', claimsFields);
|
|
} else {
|
|
console.error('Element not found: appendAreaForClaim_' + count);
|
|
}
|
|
|
|
// Increment claim index
|
|
console.log("claim index " + claimIndex);
|
|
claimIndex++;
|
|
console.log("after claim index " + claimIndex);
|
|
|
|
if (policy_type_id == 1) {
|
|
$('.gpaClaimFileds').show();
|
|
$('.lifeClaimFields').hide();
|
|
} else if (policy_type_id == 6 || policy_type_id == 7) {
|
|
$('.gpaClaimFileds').hide();
|
|
$('.lifeClaimFields').show();
|
|
}
|
|
|
|
// Initialize Select2 for the newly added fields
|
|
$("#first_year_" + increment).select2();
|
|
$("#claim_type_" + increment).select2();
|
|
$("#first_cause_of_death_" + increment).select2();
|
|
$("#gender_" + increment).select2();
|
|
|
|
flatpickr('.flatpickr-date', {
|
|
dateFormat: 'd-m-Y', // Example format: 11-10-2025
|
|
allowInput: true, // Allow manual typing
|
|
maxDate: 'today', // Optional: disable future dates
|
|
});
|
|
|
|
toggleRequiredFields();
|
|
}
|
|
|
|
|
|
function removeClaim(btn, count) {
|
|
const container = document.getElementById('appendAreaForClaim_' + count);
|
|
const rows = container.querySelectorAll('.claim-row');
|
|
|
|
if (rows.length > 1) {
|
|
const row = btn.closest('.claim-row');
|
|
row.remove();
|
|
}
|
|
}
|
|
|
|
function leadTypeBsedHideAndShow(value, resetValues = false) {
|
|
|
|
if (value == 1) {
|
|
$('.btnDiv').show();
|
|
$('.claim-row').hide();
|
|
|
|
$('.emp_title_text').text('No of Employees')
|
|
$('.depnd_title_text').text('No of Dependents')
|
|
$('.total_title_text').text('Total Lives')
|
|
|
|
$('.renewalFields').find('select, input').removeAttr('required');
|
|
$('.renewalFields').hide();
|
|
|
|
$('.freshFields').find('select, input').attr('required', 'required');
|
|
$('.freshFields').show();
|
|
|
|
// $('.proposed_div').hide().find('select, input').removeAttr('required');
|
|
|
|
if (resetValues) {
|
|
|
|
$('#gst').val('');
|
|
$('#pan').val('');
|
|
$('#branch_name').val('');
|
|
$('#branch_code').val('');
|
|
$('#contact_person_name').val('');
|
|
$('#contact_person_mobile').val('');
|
|
$('#contact_person_email').val('');
|
|
|
|
$('#client_type').val('');
|
|
$('#client_name').val('');
|
|
$('#client_short_name').val('');
|
|
$('#entity_type_id').val('');
|
|
|
|
}
|
|
|
|
$('#exixting_client').removeAttr('required');
|
|
|
|
} else if (value == 3) {
|
|
|
|
$('.btnDiv').hide();
|
|
$('.claim-row').show();
|
|
|
|
$('.emp_title_text').text('No of Employees at Inception')
|
|
$('.depnd_title_text').text(' No of Dependents at Inception')
|
|
$('.total_title_text').text('Total Lives at Inception')
|
|
|
|
$('.freshFields').find('select, input').attr('required', 'required');
|
|
$('.freshFields').show();
|
|
|
|
$('.rolloOverFields').find('select, input').attr('required', 'required');
|
|
$('.renewalFields').show();
|
|
|
|
$('#source_policy_id').hide();
|
|
$('#source_policy_start_date').hide();
|
|
$('#source_policy_end_date').hide();
|
|
|
|
$('#source_policy_id').closest('.form-group').hide();
|
|
$('#source_policy_start_date').closest('.form-group').hide();
|
|
$('#source_policy_end_date').closest('.form-group').hide();
|
|
|
|
$('.source_policy_id').find('select, input').attr('required', 'required');
|
|
$('.source_policy_start_date').find('select, input').attr('required', 'required');
|
|
$('.source_policy_end_date').find('select, input').attr('required', 'required');
|
|
|
|
|
|
$('.rolloverhide').hide();
|
|
|
|
|
|
if (resetValues) {
|
|
|
|
$('#gst').val('');
|
|
$('#pan').val('');
|
|
$('#branch_name').val('');
|
|
$('#branch_code').val('');
|
|
$('#contact_person_name').val('');
|
|
$('#contact_person_mobile').val('');
|
|
$('#contact_person_email').val('');
|
|
|
|
$('#client_type').val('');
|
|
$('#client_name').val('');
|
|
$('#client_short_name').val('');
|
|
$('#entity_type_id').val('');
|
|
|
|
}
|
|
|
|
$('#exixting_client').removeAttr('required');
|
|
|
|
} else {
|
|
|
|
$('.btnDiv').hide();
|
|
$('.claim-row').show();
|
|
|
|
$('.emp_title_text').text('No of Employees at Inception')
|
|
$('.depnd_title_text').text(' No of Dependents at Inception')
|
|
$('.total_title_text').text('Total Lives at Inception')
|
|
|
|
$('.freshFields').find('select, input').removeAttr('required');
|
|
$('.freshFields').hide();
|
|
|
|
$('.renewalFields').show();
|
|
|
|
if (value != 3) {
|
|
$('.renewalFields').find('select, input').attr('required', 'required');
|
|
$("#source_policy_id").removeAttr("required");
|
|
$("#source_policy_start_date").removeAttr("required");
|
|
$("#source_policy_end_date").removeAttr("required");
|
|
|
|
$('#source_policy_id').show();
|
|
$('#source_policy_start_date').show();
|
|
$('#source_policy_end_date').show();
|
|
|
|
$('#source_policy_id').closest('.form-group').show();
|
|
$('#source_policy_start_date').closest('.form-group').show();
|
|
$('#source_policy_end_date').closest('.form-group').show();
|
|
|
|
} else {
|
|
|
|
$('#source_policy_id').hide();
|
|
$('#source_policy_start_date').hide();
|
|
$('#source_policy_end_date').hide();
|
|
|
|
$('#source_policy_id').closest('.form-group').hide();
|
|
$('#source_policy_start_date').closest('.form-group').hide();
|
|
$('#source_policy_end_date').closest('.form-group').hide();
|
|
}
|
|
|
|
// $('.proposed_div').show().find('select, input').attr('required', 'required');
|
|
|
|
$('#policy_end_date').removeAttr('required');
|
|
$('#policy_start_date').removeAttr('required');
|
|
$('#claims').removeAttr('required');
|
|
$('#source_policy_start_date').attr('readonly', 'readonly');
|
|
$('#source_policy_end_date').attr('readonly', 'readonly');
|
|
|
|
console.log('readonly set', $('#source_policy_start_date').prop('readonly')); // should print true
|
|
|
|
if (resetValues) {
|
|
|
|
$('#gst').val('');
|
|
$('#pan').val('');
|
|
$('#branch_name').val('');
|
|
$('#branch_code').val('');
|
|
$('#contact_person_name').val('');
|
|
$('#contact_person_mobile').val('');
|
|
$('#contact_person_email').val('');
|
|
|
|
}
|
|
|
|
}
|
|
|
|
toggleRequiredFields();
|
|
}
|
|
|
|
function toggleRequiredFields() {
|
|
try {
|
|
$('.claim-row').each(function() {
|
|
var isRowHidden = $(this).css('display') === 'none';
|
|
|
|
$(this).find('.form-group').each(function() {
|
|
var input = $(this).find('input, select');
|
|
|
|
if (input.attr('name') === "gender[]") {
|
|
return;
|
|
}
|
|
|
|
if (input.length === 0) {
|
|
console.warn('No input/select fields found in:', this);
|
|
return;
|
|
}
|
|
|
|
// Remove required if row is hidden, otherwise check field visibility
|
|
input.prop('required', !isRowHidden && $(this).css('display') !== 'none');
|
|
});
|
|
});
|
|
} catch (error) {
|
|
console.error('Error in toggleRequiredFields:', error);
|
|
}
|
|
}
|
|
|
|
function updateRenewalFields(increment) {
|
|
console.log('updateRenewalFields function called');
|
|
$(".renewalCalculation input, .renewalCalculation select").each(function() {
|
|
let oldId = $(this).attr("id");
|
|
if (oldId) {
|
|
let newId = oldId + "_" + increment;
|
|
$(this).attr("id", newId);
|
|
}
|
|
});
|
|
}
|
|
|
|
$('#exixting_client').change(function() {
|
|
|
|
$('#contact_person_summary').empty();
|
|
$('#contact_person_summary').append($('<option>', {
|
|
value: "",
|
|
text: "Select a Contact"
|
|
}));
|
|
|
|
$("#gst").val("");
|
|
$("#pan").val("");
|
|
$("#branch_name").val("");
|
|
$("#branch_code").val("");
|
|
$("#contact_person_name").val("");
|
|
$("#contact_person_mobile").val("");
|
|
$("#contact_person_email").val("");
|
|
|
|
|
|
// Fresh fields
|
|
$("#client_type").prop("selectedIndex", 0);
|
|
$("#entity_type_id").prop("selectedIndex", 0);
|
|
$("#client_name").val("");
|
|
$("#client_short_name").val("");
|
|
|
|
// Renewal fields
|
|
$("#client_id").select2();
|
|
$("#client_branch_id").select2();
|
|
|
|
if ($(this).is(':checked')) {
|
|
|
|
$('#client_id').closest('.form-group').show();
|
|
$('#client_branch_id').closest('.form-group').show();
|
|
$('#contact_person_summary').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);
|
|
|
|
$("#client_id").prop("required", true);
|
|
$("#client_branch_id").prop("required", true);
|
|
|
|
$("#contact_person_summary").prop("required", true);
|
|
|
|
$("#contact_person_name").prop("required", false);
|
|
$('#contact_person_name').closest('.form-group').hide();
|
|
|
|
$("#client_name").prop("required", false);
|
|
$('#client_name').closest('.form-group').hide();
|
|
|
|
|
|
} else {
|
|
|
|
$('#client_id').closest('.form-group').hide();
|
|
$('#client_branch_id').closest('.form-group').hide();
|
|
$('#contact_person_summary').closest('.form-group').hide();
|
|
|
|
$('#client_type').removeClass('readonly-select');
|
|
$('#entity_type_id').removeClass('readonly-select');
|
|
|
|
$("#client_name").prop('readonly', false);
|
|
$("#client_short_name").prop('readonly', false);
|
|
|
|
$("#client_id").prop("required", false);
|
|
$("#client_branch_id").prop("required", false);
|
|
|
|
$("#contact_person_summary").prop("required", false);
|
|
|
|
$("#contact_person_name").prop("required", true);
|
|
$('#contact_person_name').closest('.form-group').show();
|
|
|
|
$("#client_name").prop("required", true);
|
|
$('#client_name').closest('.form-group').show();
|
|
}
|
|
});
|
|
|
|
|
|
$(document).ready(function() {
|
|
|
|
var actual_lead_client_details = <?= json_encode($actual_lead_client_details ?? null) ?>;
|
|
var actual_lead_contact_person_details = <?= json_encode($actual_lead_contact_person_details ?? null) ?>;
|
|
|
|
// -------------------------------
|
|
// CLIENT DETAILS AUTO FILL
|
|
// -------------------------------
|
|
if (actual_lead_client_details) {
|
|
actualLeadClientName = actual_lead_client_details.company_name || '';
|
|
$('#client_name').val(actualLeadClientName);
|
|
|
|
$('#gst').val(actual_lead_client_details.gst_number || '');
|
|
if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
|
|
$('#client_type').val(String(actual_lead_client_details.client_type));
|
|
}
|
|
|
|
// existingShortName = actual_lead_client_details.short_name || '';
|
|
// if (existingShortName) {
|
|
// // ── Short name EXISTS — just populate and validate ────────
|
|
// $('#client_short_name').val(existingShortName);
|
|
// // validateInput($('#client_short_name')[0], 'clients', 'short_name');
|
|
// } else { }
|
|
// Auto-generate short name from company name
|
|
// Use a small delay to ensure DOM is ready
|
|
setTimeout(function () {
|
|
let baseName = actual_lead_client_details.company_name
|
|
.trim()
|
|
.substring(0, 10)
|
|
.replace(/\s+/g, '')
|
|
.toUpperCase();
|
|
|
|
makeUniqueShortName(baseName);
|
|
}, 300);
|
|
|
|
}
|
|
|
|
// Auto-generate short name from client name on user input.
|
|
$('#client_name').on('input', function() {
|
|
let clientName = $(this).val();
|
|
if (clientName.trim() !== '') {
|
|
let baseName = clientName
|
|
.trim()
|
|
.substring(0, 10)
|
|
.replace(/\s+/g, '')
|
|
.toUpperCase();
|
|
makeUniqueShortName(baseName);
|
|
} else {
|
|
$('#client_short_name').val('').parsley().reset();
|
|
}
|
|
});
|
|
|
|
// Keep short name variable in sync if it's generated or changed
|
|
$('#client_short_name').on('input change', function() {
|
|
if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0) {
|
|
actualLeadShortName = $(this).val();
|
|
}
|
|
});
|
|
|
|
// -------------------------------
|
|
// CONTACT PERSON AUTO FILL
|
|
// -------------------------------
|
|
if (actual_lead_contact_person_details) {
|
|
|
|
$('#contact_person_name').val(actual_lead_contact_person_details.name || '');
|
|
|
|
$('#contact_person_mobile').val(actual_lead_contact_person_details.mobile || '');
|
|
|
|
$('#contact_person_email').val(actual_lead_contact_person_details.email || '');
|
|
}
|
|
|
|
|
|
$('#lead_status').change(function() {
|
|
if ($(this).val() === 'lost') {
|
|
$('#lost_reason_div').show();
|
|
$('#lost_reason').attr('required', 'required');
|
|
} else {
|
|
$('#lost_reason_div').hide();
|
|
$('#lost_reason').val("");
|
|
$('#lost_reason').removeAttr('required');
|
|
}
|
|
});
|
|
|
|
// Check on page load
|
|
if ($('#lead_status').val() === 'lost') {
|
|
$('#lost_reason_div').show();
|
|
$('#lost_reason').attr('required', 'required');
|
|
} else {
|
|
// Ensure it's hidden and not required if the initial value is not 'lost'
|
|
$('#lost_reason_div').hide();
|
|
$('#lost_reason').val("");
|
|
$('#lost_reason').removeAttr('required');
|
|
}
|
|
});
|
|
|
|
|
|
//-----------------------------------------------------------------------------------------------------------
|
|
</script>
|