2026-03-31 12:04:35 +05:30

13 KiB

Raw Blame History

Non-EB Claims Module — Development Summary

Overview

Non-EB (Non-Employee Benefits) Claims module for nhance. Handles commercial/property/asset insurance claims (All Risk, Marine, Aviation, Cyber, etc. — 120+ policy types). Mirrors the existing EB Claims (TicketController) architecture.

Built across 4 sessions: 2026-03-24 (prerequisites), 2026-03-26 (form UI + edit sync sessions 2–3), 2026-03-27 (edit read-only + Claim Files tab, session 4).

Files Created

Controller

app/Controllers/NonEbClaimController.php
- Extends BaseController, uses ResponseTrait
- Methods: claimList, claimForm, createClaim, view_claim, updateClaim, removeClaim, mailTemplate, crudTemplate, crudNote, saveReply, claimReports, getBranchAndPolicyByClientID, getVisibleSectionsAjax, getMoreInfo, uploadFile, getClaimFiles, removeFile, saveIRDocs
- getBranchAndPolicyByClientID() returns branch_data[] + policy_data keyed by branch_id, filtered by pt.allocg IN ('Non-EB','Marine')

Models

app/Models/NonEbClaimAssetModel.php — Asset details per claim
app/Models/NonEbTicketMasterModel.php — Main ticket/claim master
- getTicketDataByTicketID() JOINs client_branch cb to expose cb.branch_name for read-only display in edit view

Views

app/Views/non_eb_claim_search.php — Search page with filter sidebar (Policy Type, Insurer, Claim No, Nhance Ref, Client, Status, Date Range). Contains the Policy Type selection modal for "Add New Claim" (survives AJAX list reload). Uses localStorage to persist filters.
app/Views/non_eb_claim_list.php — DataTable list with CSV/Excel export, action buttons. Modal HTML removed from here (lives in search view).
app/Views/non_eb_claim_form.php — New claim form with 9 accordion sections. 3-level cascade: Client → Branch → Policy. Status-based section visibility via AJAX. Section 8 (Documents & Attachments) commented out (code preserved).
app/Views/non_eb_claim_edit.php — Edit/view claim. Sections 1 & 2 are fully read-only. 5 tabs: General, Claim Files, Reply, Notes, History. Section 8 commented out.
app/Views/non_eb_claim_mail_template.php — Mail template CRUD with Jodit editor, placeholder insertion, auto-mail toggle.
app/Views/non_eb_claim_reports.php — Reports with filters (Policy Type, ACM, Date Range), AJAX DataTable with export.

Config Changes

app/Config/Routes.php — Added /non-eb-claim route group (18 routes) under authMVC filter.
app/Config/Acl.php — Added ACL entry #^/non-eb-claim# for HEAD, ADMIN, MANAGER, ACCOUNT_MANAGER roles + CLAIMS team.
app/Config/Constants.php — Added UPLOAD_EXT_ASSET_FILES constant.

Routes Reference

/non-eb-claim/list                    GET|POST  claimList
/non-eb-claim/remove                  GET       removeClaim
/non-eb-claim/new/(:any)              GET       claimForm/$1
/non-eb-claim/create                  POST      createClaim
/non-eb-claim/update                  POST      updateClaim
/non-eb-claim/view/(:any)             GET       view_claim/$1
/non-eb-claim/mail_template           GET       mailTemplate
/non-eb-claim/crud_mail_template/(:any) POST    crudTemplate/$1
/non-eb-claim/note/(:any)             POST      crudNote/$1
/non-eb-claim/reply                   POST      saveReply
/non-eb-claim/reports                 GET|POST  claimReports
/non-eb-claim/getBranchAndPolicy      POST      getBranchAndPolicyByClientID
/non-eb-claim/getVisibleSections      POST      getVisibleSectionsAjax
/non-eb-claim/getMoreInfo             POST      getMoreInfo
/non-eb-claim/uploadFile              POST      uploadFile
/non-eb-claim/getClaimFiles           POST      getClaimFiles
/non-eb-claim/removeFile              GET       removeFile
/non-eb-claim/saveIRDocs              POST      saveIRDocs

Section Order (Form & Edit Views)

#	Section	Notes
1	Policy & Account Details	Read-only in edit view (Client, Branch, Policy, Insurer, Policy No, Policy Start/End Date, ACM)
2	Insured Contact Details	Read-only in edit view
3	Loss / Incident Details	Editable
4	Intimation & Claim Reference	Editable
5	Status & Tracking	Editable
6	Asset Details	Dynamic rows + file upload option
7	Surveyor Details	Conditional (status-based)
8	Documents & Attachments	Commented out in both form and edit (code preserved)
9	Settlement Details	Conditional (status-based)

Edit view additionally has: Claim Files tab (IR Documents checklist + file upload + file list)

DB Schema — Key Columns

`non_eb_ticket_master`

Column	Type	Notes
`branch_id`	INT	Added session 2
`asset_file`	VARCHAR	Path to uploaded asset file
`policy_start_date`	VARCHAR(20)	Stored as YYYY-MM-DD, displayed as DD-MM-YYYY
`policy_end_date`	VARCHAR(20)	Same format
`required_docs`	TEXT	JSON array for IR Documents checklist
`policy_section`	—	Kept in DB but removed from all UI/model code
`policy_period`	—	Kept in DB but removed from all UI/model code

`claim_files`

Column	Type	Notes
`ticket_type`	TINYINT(1) DEFAULT 1	1=EB, 2=Non-EB. Added to share table without breaking EB records

DB Trigger

non_eb_ticket_master_after_update — tracks 22 fields into ticket_history on every UPDATE. TEXT fields (loss_description, lor, surveyor_remarks, closure_remark) truncated to 500 chars. Skipped: set-once/bulk fields (client_id, branch_id, insured_contact_, google_drive_links, documents_, asset_file, required_docs).

Full DDL in db.md.

Key Patterns & Decisions

UI Style — Bootstrap Card/Collapse Accordion

All sections use Bootstrap card/collapse pattern (matching ticket_form_gmc.php):

<div id="accordionX" class="mb-3">
  <div class="card mb-1">
    <h4 class="m-1">Title <a data-toggle="collapse" href="#collapseX"><i class="mdi mdi-chevron-down"></i></a></h4>
    <div id="collapseX" class="collapse show" data-parent="#accordionX">
      <div class="card-body"> ... </div>
    </div>
  </div>
</div>

Custom toggleAccordion() and .accordion/.accordion-content CSS fully removed.

CSS Classes

.readonly-color   { background-color: #e0e0e0; color: #666; }
.readonly-select  { pointer-events: none; background-color: #f0f0f0; color: #666; }
.label-font-size  { font-size: 0.875rem; }
.is-invalid       { border-color: #dc3545 !important; }
.invalid-feedback { display: none; color: #dc3545; font-size: 0.8rem; }

Client change → AJAX non-eb-claim/getBranchAndPolicy → returns branch_data[] + policy_data{branch_id: [...]}
Branch change → populates policies from stored noneb_policy_list[branch_id], auto-fills insured contact
Policy change → auto-fills insurer, policy_no, policy start/end dates (YYYY-MM-DD → dd-mm-yyyy)
Select2 fix: All append/reset functions do select2('destroy') before DOM changes, then select2() re-init after. Guard: .hasClass('select2-hidden-accessible')

Edit View — Read-Only Section 1 & 2 (Session 4)

Sections 1 and 2 are non-editable on the edit page. Strategy:

All dropdowns replaced with readonly text inputs showing stored values
Hidden inputs for branch_id and acm_id carry values on form submit
No AJAX cascade JS — all client/branch/policy change handlers removed from edit page
Policy display: policy_type_name + policy_no combined in one text input
PHP date formatting at top of edit view: detects YYYY-MM-DD, converts to DD-MM-YYYY for display
validateNonEbForm() in edit page: removed client/branch/ACM/contact validation (those sections are read-only)

Form Submission — FormData

Both create and edit forms use new FormData() + $.ajax({ processData: false, contentType: false }) to support file uploads. X-Requested-With: XMLHttpRequest header added for CI4 isAJAX() detection.

Status-Based Section Visibility

$statusSectionVisibility mapping in controller. AJAX endpoint getVisibleSections returns which sections show/hide. Surveyor and Settlement sections are conditionally visible.

Modal HTML in non_eb_claim_search.php (parent), not inside the AJAX-replaced #claim_list_div. Reason: $('#claim_list_div').empty().html(response.html) destroys inner modals on filter. Uses new bootstrap.Modal() for AJAX-safe init.

URL Construction

base_url JS var = 'http://localhost/nhance/' (trailing slash from App.php)
All AJAX URLs: base_url + 'non-eb-claim/...' (no leading slash — avoids double-slash)

Claim Files Tab (Edit Page — Session 4)

Reuses claim_files table with ticket_type=2 flag. Four controller methods handle Non-EB file operations:

Method	Route	Purpose
`uploadFile()`	POST `/uploadFile`	URL or physical file upload, inserts with `ticket_type=2`
`getClaimFiles()`	POST `/getClaimFiles`	Fetch files for ticket filtered by `ticket_type=2`
`removeFile()`	GET `/removeFile`	Soft delete (`is_active=0`) by file id
`saveIRDocs()`	POST `/saveIRDocs`	Save IR Documents JSON to `non_eb_ticket_master.required_docs`

Tab content: IR Documents checklist (JSON stored in required_docs, with freeze toggle + save button) + file upload form (URL/file toggle) + file list table + edit URL modal.

JS functions (all prefixed noneb to avoid collision with EB claims JS): nonebLoadClaimFiles, nonebCreateFileList, nonebAddHTMLInput, nonebAddFileUploadHtml, nonebRemoveHTMLInput, nonebToggleUploadType, nonebLoadConfiguration, nonebRenderDocumentList, nonebCreateDocumentRow, nonebAddDocument, nonebRemoveDocument, nonebUpdateDocName, nonebUpdateDocReceived, nonebToggleActionFreeze, nonebSaveIRDocs

File downloads reuse the global downloadClaimFile/(:any) route (no ticket_type filtering needed for download).

saveIRDocs is a separate endpoint (non-eb-claim/saveIRDocs) from the EB equivalent (ticket/saveIRDocsJson) — EB updates ticket_master, Non-EB updates non_eb_ticket_master.

Frontend Validation (`validateNonEbForm()`)

Full JS validation runs before AJAX submit on both create and edit forms.

Field	Rules
`client_select`	Required (create only)
`branch_id`	Required (create only)
`acm_id`	Required (create only)
`claim_status_id`	Required
`insured_contact_name`	Required, min 3 chars, `^[a-zA-Z0-9\s_-]+$` (create only)
`insured_contact_number`	Required, numeric, 10–15 digits (create only)
`insured_contact_email`	Optional, email format (create only)
`nature_of_loss`	Required, min 3 chars
`loss_location`	Required
`loss_date`	Required
`loss_estimate`	Optional, numeric
`claim_number`	Optional, `^[a-zA-Z0-9\/_-]+$`
`nhance_claim_ref_no`	Optional, max 100 chars
`surveyor_contact_number`	Optional if section visible, numeric 10–15 digits
`surveyor_email`	Optional if section visible, email format
`loss_assessed_value`	Optional if section visible, numeric
`settled_amount`	Optional if section visible, numeric
`settlement_utr`	Optional if section visible, max 100 chars
Asset section	At least one asset row with data OR valid file upload

On failure: toastr error, expands collapsed section containing first invalid field, scrolls + focuses it.

Post-Update Redirect (Edit Page)

After successful update AJAX, 800ms delay then redirect to list:

setTimeout(function() { window.location.href = base_url + 'non-eb-claim/list'; }, 800);

Toast remains visible during the delay.

Bugs Fixed

Bug	Fix
Modal not showing on Add click	Moved modal outside AJAX-replaced div, used `new bootstrap.Modal()`
Policies not loading on client select	Fixed double-slash in AJAX URLs (`base_url` already has trailing `/`)
Select2 dropdowns not updating	Added `select2('destroy')` before DOM manipulation, `select2()` re-init after
Policy dates showing as `2-Dec-2026 12:00 am`	Replaced `formatDate()` with inline string split; checks `sp[0].length === 4` to detect YYYY
Branch name missing in edit view `$td`	Added `JOIN client_branch cb` + `cb.branch_name` select to `getTicketDataByTicketID()`
Edit Section 1 dropdowns not pre-selecting	Replaced dropdowns with readonly text inputs — simpler and reliable

Removed Fields (policy_section & policy_period)

Removed from all UI and code but kept in DB (for historical data).

Location	Change
`NonEbTicketMasterModel` allowedFields	Removed both
`claimSearch()` select in controller	Removed `tm.policy_section`, `tm.policy_period`
`getValidationRules()` in controller	Removed both validation rules
`non_eb_claim_edit.php` Section 1	Removed from view
`non_eb_claim_list.php`	Removed hidden `<th>` and `<td>` columns
`db.md`	Commented-out DROP COLUMN statements added for future cleanup

Pending / TODO

Run DB ALTER TABLE statements (policy_start_date, policy_end_date, required_docs on non_eb_ticket_master; ticket_type on claim_files)
Run non_eb_ticket_master_after_update trigger in DB
End-to-end testing: create claim → edit claim → Claim Files tab → IR docs → History tab trigger verification
Verify status-based section visibility for all policy types
Test filter persistence (localStorage) on search page
Review db.md for any missing DDL

13 KiB Raw Blame History Unescape Escape