File: /home/cafsindia/crm_cafsindia_com/application/views/mis/form.php
<?php
function cal_difference_date($endDate, $beginDate,$mode){
if($mode === "Y"){
$date_parts1 = explode("-", $beginDate);
$date_parts2 = explode("-", $endDate);
return $date_parts2[0] - $date_parts1[0];
}else
if($mode === "M"){
$date_parts1 = explode("-", $beginDate);
$date_parts2 = explode("-", $endDate);
return $date_parts2[1] - $date_parts1[1];
}else
if($mode === "D"){
$date_parts1 = explode("-", $beginDate);
$date_parts2 = explode("-", $endDate);
return $date_parts2[2] - $date_parts1[2];
}
}
?>
<style>
.modal-dialog .nav-tabs.nav-justified>li>a {
border-bottom: 1px solid #dddddd;
border-radius: 4px 4px 0 0;
color: #000000;
margin-bottom: 0px;
}
</style>
<?php
//Session Info
$emp_role = $this->session->userdata('emp_role');
$emp_id = $this->session->userdata('emp_id');
$emp_cat = $this->session->userdata('emp_category');
$emp_name = $this->session->userdata('emp_name');
$teamleader = $this->session->userdata('teamleader');
?>
<ul class="nav nav-tabs nav-justified" data-tabs="tabs">
<li class="active" role="presentation">
<a data-toggle="tab" href="#personal">Personal</a>
</li>
<li role="presentation">
<a data-toggle="tab" href="#family">Family</a>
</li>
<li role="presentation">
<a data-toggle="tab" href="#product">Product</a>
</li>
</ul>
<div class="tab-content">
<!-- Personal Information - START -->
<div class="tab-pane fade in active" id="personal">
<?php echo form_open('Mis/save_custinfo/'. $lead_info->lead_id, array('id' => 'save_custinfo_form', 'class' => 'form-inline')); ?>
<fieldset>
<div class="col-md-12" style='background-color:#f1f1f1;padding:8px;'>
<h4 style='color:#000000 !important;font-size:15px;margin:0;margin-bottom:8px;font-weight:bold;'>Personal Information</h4>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'cust_name',
'id' => 'cust_name',
'class' => 'form-control input-sm alpha',
'placeholder' => 'Customer Name',
'value' => $lead_info->cust_name)
);
?>
</div>
<div class="form-group">
<?php
$dob = $lead_info->dob;
if(!$dob){ $dob === ''; }else{ $dob = date('d-m-Y',strtotime($dob)); }
echo form_input(array(
'name' => 'dob',
'id' => 'dob',
'class' => 'form-control input-sm datepicker',
'placeholder' => 'DOB',
'value' => $dob)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'cust_mobile',
'id' => 'cust_mobile',
'class' => 'form-control input-sm number',
'placeholder' => 'Customer Mobile',
'value' => $lead_info->cust_mobile)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'alter_mobile',
'id' => 'alter_mobile',
'class' => 'form-control input-sm number',
'placeholder' => 'Alternate Mobile',
'value' => $lead_info->alter_mobile)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'cust_email',
'id' => 'cust_email',
'type' => 'email',
'class' => 'form-control input-sm ',
'placeholder' => 'Customer Email',
'value' => $lead_info->cust_email)
);
?>
</div>
<div class="form-group">
<?php
echo form_textarea(array(
'name' => 'cust_address',
'id' => 'cust_address',
'class' => 'form-control input-sm',
'placeholder' => 'Communication Address',
'rows' => '2',
'value' => $lead_info->cust_address)
);
?>
</div>
<div class="form-group">
<?php
echo form_textarea(array(
'name' => 'permanent_address',
'id' => 'permanent_address',
'class' => 'form-control input-sm',
'placeholder' => 'Permanent Address',
'rows' => '2',
'value' => $lead_info->permanent_address)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'pan_no',
'id' => 'pan_no',
'class' => 'form-control input-sm',
'placeholder' => 'PAN No',
'value' => $lead_info->pan_no)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'aadhaar_no',
'id' => 'aadhaar_no',
'class' => 'form-control input-sm number',
'placeholder' => 'Aadhaar No',
'value' => $lead_info->aadhaar_no)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'income',
'id' => 'income',
'class' => 'form-control input-sm number',
'placeholder' => 'Income',
'value' => $lead_info->income)
);
?>
</div>
<div class="form-group">
<?php
$Profile = array('' => '---- Profile ----', 'Salaried' =>'Salaried', 'SelfEmployed' => 'Self Employed','Profession' => 'Profession', 'Retired' => 'Retired', 'Housewife' => 'Housewife', 'others' => 'others', 'NRI' => 'NRI', );
echo form_dropdown(array(
'name' => 'profile',
'id' => 'profile',
'placeholder' => 'Prospect Level',
'class' => 'form-control input-sm'), $Profile, $lead_info->profile);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'office',
'id' => 'office',
'class' => 'form-control input-sm',
'placeholder' => 'Company Name',
'value' => $lead_info->office)
);
?>
</div>
<div class="form-group">
<?php
$industry = array('' => '---- Industry ----', 'Software' => 'Software', 'Medical' => 'Medical', 'Marketing' => 'Marketing', 'Manufacturing' => 'Manufacturing', 'FMCG'=> 'FMCG', 'TEACHER' => 'TEACHER', 'others' => 'others',);
echo form_dropdown(array(
'name' => 'industry',
'id' => 'industry',
'placeholder' => 'Industry',
'class' => 'form-control input-sm'), $industry, $lead_info->industry);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'designation',
'id' => 'designation',
'class' => 'form-control input-sm',
'placeholder' => 'Designation',
'value' => $lead_info->designation)
);
?>
</div>
<div class="form-group">
<?php
$marrital = array('' => '---- Marital Status ----', 'Married' => 'Married', 'Unmarried' => 'Unmarried', 'Divorced'=> 'Divorced','Widow'=> 'Widow');
echo form_dropdown(array(
'name' => 'marrital',
'id' => 'marrital',
'class' => 'form-control input-sm'), $marrital, $lead_info->marrital);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'type' => 'hidden',
'name' => 'cust_id',
'id' => 'cust_id',
'class' => 'form-control input-sm number',
'placeholder' => 'Cust ID',
'value' => $lead_info->cust_id)
);
?>
</div>
<div class="form-group">
<input type="hidden" id="hid_id_proof" name="hid_id_proof" value='<?php echo $lead_info->id_proof; ?>' class="form-control">
<?php
echo form_upload(array(
'name' => 'id_proof',
'id' => 'id_proof',
'class' => 'form-control input-sm',
'onchange'=>'upload_idproof()',
'value' => $lead_info->id_proof)
);
?>
<div style="color:#0071b3;font-size: 11px;">
<?php
$cust_id = $lead_info->cust_id;
$proof = base_url("proof/upload/$lead_info->id_proof");
$btn = "";
if($lead_info->id_proof){
$btn = "<input type='button' style='color:red;background-color:Transparent;border: none;outline:none;' value = 'X' onClick='delete_doc($cust_id,1);'/>";
}
?>
<span><?php echo $btn; ?></span>
<a href='<?php echo $proof;?>' target="_blank"> <?php echo $lead_info->id_proof;?></a>
</div>
</div>
<div class="form-group">
<input type="hidden" id="hid_address_proof" name="hid_address_proof" value='<?php echo $lead_info->address_proof; ?>' class="form-control">
<?php
echo form_upload(array(
'name' => 'address_proof',
'id' => 'address_proof',
'class' => 'form-control input-sm',
'placeholder' => 'Address Proof',
'onchange'=>'upload_addressproof()',
'value' => $lead_info->address_proof)
);
?>
<div style=" color:#0071b3;font-size: 11px;">
<?php
$proof = base_url("proof/upload/$lead_info->address_proof");
$btn = "";
if($lead_info->address_proof){
$btn = "<input type='button' style='color:red;background-color:Transparent;border: none;outline:none;' value = 'X' onClick='delete_doc($cust_id,2);'/>";
}
?>
<span><?php echo $btn; ?></span>
<a href='<?php echo $proof;?>' target="_blank"> <?php echo $lead_info->address_proof;?></a>
</div>
</div>
<div class="form-group">
<input type="hidden" id="hid_income_proof" name="hid_income_proof" value='<?php echo $lead_info->income_proof; ?>' class="form-control">
<?php
echo form_upload(array(
'name' => 'income_proof',
'id' => 'income_proof',
'class' => 'form-control input-sm',
'placeholder' => 'Income Proof',
'onchange'=>'upload_incomeproof()',
'value' => $lead_info->income_proof)
);
?>
<div style=" color:#0071b3;font-size: 11px;">
<?php
$proof = base_url("proof/upload/$lead_info->income_proof");
$btn = "";
if($lead_info->income_proof){
$btn = "<input type='button' style='color:red;background-color:Transparent;border: none;outline:none;' value = 'X' onClick='delete_doc($cust_id,3);'/>";
}
?>
<span><?php echo $btn; ?></span>
<a href='<?php echo $proof;?>' target="_blank"> <?php echo $lead_info->income_proof;?></a>
</div>
</div>
<div class="form-group">
<input type="hidden" id="hid_bank_cheque_proof" name="hid_bank_cheque_proof" value='<?php echo $lead_info->bank_cheque; ?>' class="form-control">
<?php
echo form_upload(array(
'name' => 'bank_cheque',
'id' => 'bank_cheque',
'class' => 'form-control input-sm',
'onchange'=>'upload_bankproof()',
'value' => $lead_info->bank_cheque)
);
?>
<div style=" color:#0071b3;font-size: 11px;">
<?php
$proof = base_url("proof/upload/$lead_info->bank_cheque");
$btn = "";
if($lead_info->bank_cheque){
$btn = "<input type='button' style='color:red;background-color:Transparent;border: none;outline:none;' value = 'X' onClick='delete_doc($cust_id,4);'/>";
}
?>
<span><?php echo $btn; ?></span>
<a href='<?php echo $proof;?>' target="_blank"> <?php echo $lead_info->bank_cheque;?></a>
</div>
</div>
<div class="form-group">
<input type="hidden" id="hid_mf_pan_proof" name="hid_mf_pan_proof" value='<?php echo $lead_info->mf_pan; ?>' class="form-control">
<?php
echo form_upload(array(
'name' => 'mf_pan',
'id' => 'mf_pan',
'class' => 'form-control input-sm',
'onchange'=>'upload_panproof()',
'value' => $lead_info->mf_pan)
);
?>
<div style=" color:#0071b3;font-size: 11px;">
<?php
$proof = base_url("proof/upload/$lead_info->mf_pan");
$btn = "";
if($lead_info->mf_pan){
$btn = "<input type='button' style='color:red;background-color:Transparent;border: none;outline:none;' value = 'X' onClick='delete_doc($cust_id,5);'/>";
}
?>
<span><?php echo $btn; ?></span>
<a href='<?php echo $proof;?>' target="_blank"> <?php echo $lead_info->mf_pan;?></a>
</div>
</div>
<div class="form-group">
<button class="btn btn-sm btn-primary" type="submit">Save Personal Info</button>
</div>
</div>
</fieldset>
<?php echo form_close(); ?>
</div>
<!-- Personal Information - END -->
<!-- Family Information - START -->
<div class="tab-pane fade" id="family">
<?php echo form_open('Mis/save_family/'. $lead_info->lead_id, array( 'name' => 'save_family_form','id' => 'save_family_form', 'class' => 'form-inline')); ?>
<fieldset>
<div class="col-md-12" style='background-color: #f1f1f1;padding:8px;'>
<h4 style='color:#000000 !important;font-size:15px;margin:0;margin-bottom:8px;font-weight:bold;'>Family History</h4>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'fam_name',
'id' => 'fam_name',
'class' => 'form-control input-sm',
'placeholder' => 'Name',
'value' => $lead_info->fam_name)
);
?>
</div>
<div class="form-group">
<?php
$fam_dob = $lead_info->fam_dob;
if(!$fam_dob){ $fam_dob = date('d-m-Y'); }
$fam_dob = date('d-m-Y',strtotime($fam_dob));
echo form_input(array(
'name' => 'fam_dob',
'id' => 'fam_dob',
'class' => 'form-control input-sm datepicker cafs-date',
'placeholder' => 'DOB',
'value' => '')
);
?>
</div>
<div class="form-group">
<?php
$Profile = array('' => '---- Relationship ----', 'Self' =>'Self','Father' =>'Father', 'Mother' => 'Mother', 'Brother' => 'Brother', 'Sister' => 'Sister', 'Son' => 'Son', 'Daughter' => 'Daughter', 'Husband' => 'Husband', 'Wife' => 'Wife','GrandFather' => 'Grand Father','GrandMother' => 'Grand Mother','others' => 'others',);
echo form_dropdown(array(
'name' => 'fam_relation',
'id' => 'fam_relation',
'class' => 'form-control input-sm'), $Profile, $lead_info->fam_relation);
?>
</div>
<div class="form-group">
<?php
$Profile = array('' => '---- Profile ----', 'Salaried' =>'Salaried', 'SelfEmployed' => 'Self Employed', 'Profession' => 'Profession', 'Retired' => 'Retired', 'Housewife' => 'Housewife', 'others' => 'others', 'NRI' => 'NRI',);
echo form_dropdown(array(
'name' => 'fam_profile',
'id' => 'fam_profile',
'class' => 'form-control input-sm'), $Profile, $lead_info->fam_profile);
?>
</div>
<div class="form-group">
<?php
$sex = array('' => '---- Gender ----',
'Male' => 'Male',
'Female' => 'Female',
'Transgender' => 'Transgender',
);
?>
<?php
echo form_dropdown(array(
'name' => 'fam_sex',
'id' => 'fam_sex',
'placeholder' => 'Marrital Status',
'class' => 'form-control input-sm'), $sex, $lead_info->fam_sex);
?>
<?php
echo form_input(array(
'type' => 'hidden',
'name' => 'lead_id',
'id' => 'lead_id',
'class' => 'form-control input-sm number',
'placeholder' => 'Lead ID',
'value' => $lead_info->lead_id)
);
?>
<?php
echo form_input(array(
'type' => 'hidden',
'name' => 'cust_id',
'id' => 'cust_id',
'class' => 'form-control input-sm number',
'placeholder' => 'Cust ID',
'value' => $lead_info->cust_id)
);
?>
<?php echo form_input(array('type' => 'hidden','name' => 'family_id','id' =>'family_id','value' =>'-1'));?>
</div>
<div class="form-group">
<button class="btn btn-sm btn-primary" id="family_add">Add / Update</button> <button type='button' class="btn btn-sm btn-danger" id="family_cancel" style="display:none;background-color: #d62c1a; border: #d62c1a;">Cancel</button>
</div>
<div class="col-md-12" style="padding:0px;">
<h4 style='color:#000000 !important;font-size:16px;margin:0;margin-bottom:8px;font-weight:bold;'>Family List</h4>
<table class="table table-hover table-striped table-bordered" style="background-color: #EEEEEE;font-size: 12px !important;">
<thead>
<tr>
<th>Name</th>
<th>Dob</th>
<th>Relationship</th>
<th>Profile</th>
<th>Gender</th>
</tr>
</thead>
<tbody id="familycontent">
<?php
foreach ($family_info as $key => $value) {
$family_id = $value->family_id;
$cust_id = $value->cust_id;
$lead_id = $value->lead_id;
$fam_name = $value->fam_name;
$fam_dob = $value->fam_dob;
$fam_relation = $value->fam_relation;
$fam_profile = $value->fam_profile;
$fam_sex = $value->fam_sex;
echo "<tr>
<td>$fam_name</td>
<td>$fam_dob</td>
<td>$fam_relation</td>
<td>$fam_profile</td>
<td>$fam_sex</td>
<td><a style='cursor:pointer;' onclick='edit_family($family_id)'><i class='fa fa-pencil-square-o'></i> Edit</a></td>
<td><a style='cursor:pointer;' onclick='delete_family($family_id,$lead_id)'><i class='fa fa-trash'></i> Remove</a></td>
</tr>";
}
?>
</tbody>
</table>
</div>
</div>
</fieldset>
<?php echo form_close(); ?>
</div>
<!-- Family Information - END -->
<!-- Product Information - START -->
<div class="tab-pane fade" id="product">
<?php echo form_open('Mis/save_product/'. $lead_info->lead_id, array('name' => 'save_product_form','id' => 'save_product_form', 'class' => 'form-inline')); ?>
<fieldset>
<div class="col-md-12" style="padding:0px;padding-top:8px;">
<h4 style='color:#000000 !important;font-size:14px;margin:0;margin-bottom:8px;font-weight:bold;'>Existing Product</h4>
<table class="table table-hover table-striped table-bordered" style="background-color: #EEEEEE;margin-bottom: 0px;font-size: 12px !important;">
<thead>
<tr>
<th>Category</th>
<th>Company</th>
<th>Product</th>
<th>Policy</th>
<th>Issued</th>
<th>Update MIS</th>
<th>MIS Completed</th>
<th>Update HC</th>
<th>App Provided</th>
<th>HC Completed</th>
<th>Delete</th>
</tr>
</thead>
<tbody id="product_data">
<?php
$count = 0;
foreach($product_list as $key => $value) {
$count++;
$lead_info_id = $value->lead_info_id;
$product_category = $value->product_category;
$mf_investment = $value->mf_investment;
$cat_name = $value->cat_name;
$company = $value->comp;
$product = $value->product_name;
$policy_no = $value->policy_no;
$issued_date = $value->issued_date;
$product_id = $value->customer_product_id;
$completed = $value->completed;
$hc_status = $value->hc_status;
$app_status = $value->app_status;
$py_qry = $this->db->query("SELECT paying_year from ospos_renewal where product_id='$product_id' and status = '1'");
$py_result = $py_qry->result_array();
$py = $py_result[0]['paying_year'];
if($app_status === "1"){
$app_status = "YES";
}else{
$app_status = "NO";
}
$chk = "";
$hcchk = "";
if($issued_date === "1970-01-01"){
$issued_date = "";
}
if($hc_status === "1"){
$hcchk = "checked";
}
if($product_category === "4"){
if($mf_investment === "1"){
$product = "SIP";
}else
if($mf_investment === "2"){
$product = "Lumpsum";
}
}
if($completed === "1"){
$chk = "checked";
}
if($py > 1){
$td = "<td style='color:green;'>Renewals</td>";
}else{
$td = "<td>
<input type ='checkbox' name='hc_status$count' id='hc_status$count' onchange='hc_completed($count,$product_id,$lead_info_id)' value='$hc_status' $hcchk/>";
}
echo "<tr>
<td>$cat_name</td>
<td>$company</td>
<td>$product</td>
<td>$policy_no</td>
<td>$issued_date</td>
<td><a style='cursor:pointer;' onclick='get_product($product_id)'><i class='fa fa-pencil-square-o'></i> Edit MIS</a></td>
<td><input type ='checkbox' name='completed$count' id='completed$count' onchange='mis_completed($count,$product_id,$lead_info_id)' value='' $chk/></td>
<td><a style='cursor:pointer;' onclick='get_hc_product($product_id)'><i class='fa fa-pencil-square-o'></i> Edit HC</a></td>
<td>$app_status</td>
$td
</td>
<td><a style='cursor:pointer;color:red;' onclick='delete_product($product_id,$lead_info_id)'><i class='fa fa-trash-o'></i> Delete</a></td>
</tr>";
}
?>
</tbody>
</table>
</div>
<div class="col-md-12" style='background-color:#f1f1f1;padding:8px;' id="mis_info">
<h4 style='color:#000000 !important;font-size:15px;margin:0;margin-bottom:8px;font-weight:bold;'>Product Details</h4>
<div class="form-group">
<?php
echo form_input(array('type' => 'hidden','name' => 'cust_id','id' => 'cust_id','value' => $lead_info->cust_id));?>
<?php echo form_input(array('type' => 'hidden','name' => 'lead_id','id' => 'lead_id','value' => $lead_info->lead_id));?>
<?php echo form_input(array('type' => 'hidden','name' => 'lead_type_id','id' => 'lead_type_id','value' => $lead_info->lead_type_id));?>
<?php echo form_input(array('type' => 'hidden','name' => 'customer_product_id','id' => 'customer_product_id','value' => "0"));?>
<?php
$product_cat = array('' => '---- Select Category ----', '1' => 'Health', '2' => 'Life', '3' => 'Mutual Fund', '4' => 'Term Plan', '5' => 'Stocks','3' => 'Mutual Fund',);
echo form_dropdown(array(
'name' => 'product_cat',
'id' => 'product_cat',
'class' => 'form-control input-sm'), $product_cat);
?>
</div>
<div id ="health" style="display:none;">
<div class="form-group">
<?php
$login_date = $lead_info->login_date;
$login_date = date('d-m-Y',strtotime($login_date));
if(($login_date === "01-01-1970") || ($login_date === "00-00-0000") || ($login_date === "")){
$login_date = "";
}
echo form_input(array(
'name' => 'login_date',
'id' => 'login_date',
'placeholder' => 'Login Date',
'class' => 'form-control input-sm datepicker cafs-date'), $login_date);
?>
</div>
<div class="form-group">
<?php
echo form_dropdown(array(
'name' => 'login_code',
'id' => 'login_code',
'placeholder' => 'Login Code',
'class' => 'form-control input-sm'), $login_code, $lead_info->login_code);
?>
</div>
<div class="form-group">
<?php
echo form_dropdown(array(
'name' => 'vendorcompanyname',
'id' => 'vendorcompanyname',
'class' => 'form-control input-sm'), $company_info, $lead_info->company);
?>
</div>
<div class="form-group">
<?php
echo form_dropdown(array(
'name' => 'form_product',
'id' => 'form_product',
'class' => 'form-control input-sm'), $product_info, $lead_info->product);
?>
</div>
<div class="form-group">
<?php
$proposer_info[""] = "---- Select Proposer ----";
foreach ($family_info as $key => $value) {
$proposer_info[$value->family_id] = $value->fam_name;
}
$data['proposer_info'] = $proposer_info;
echo form_dropdown(array(
'name' => 'proposer',
'id' => 'proposer',
'placeholder' => 'Proposer',
'style' => 'text-transform: capitalize;',
'class' => 'form-control input-sm'),$proposer_info, $lead_info->proposer);
?>
</div>
<div class="form-group">
<?php
$life_assured[""] = "---- Select life Assured ----";
foreach ($family_info as $key => $value) {
$life_assured[$value->family_id] = $value->fam_name;
}
$data['life_assured'] = $life_assured;
echo form_dropdown(array(
'name' => 'life_assured[]',
'id' => 'life_assured',
'placeholder' => 'Life Assured',
'style' => 'text-transform: capitalize;',
'class' => 'form-control input-sm'), $life_assured, $lead_info->life_assured);
?>
</div>
<div class="form-group">
<?php
$nominee[""] = "---- Select Nominee ----";
foreach ($family_info as $key => $value) {
$nominee[$value->family_id] = $value->fam_name;
}
$data['nominee'] = $nominee;
echo form_dropdown(array(
'name' => 'nominee',
'id' => 'nominee',
'placeholder' => 'Nominee',
'style' => 'text-transform: capitalize;',
'class' => 'form-control input-sm'), $nominee, $lead_info->nominee);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'sum_assured',
'id' => 'sum_assured',
'class' => 'form-control input-sm number',
'placeholder' => 'Sum Assured',
'value' => $lead_info->sum_assured)
);
?>
</div>
<div class="form-group">
<?php
$mode = array('' => '---- Mode ----',
'1' => 'Yearly',
'2' => 'Semi-Annual',
'3' => 'Monthly',
'4' => 'Quarterly',
);
?>
<?php
echo form_dropdown(array(
'name' => 'mode',
'id' => 'mode',
'class' => 'form-control input-sm'), $mode, $lead_info->mode);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'net_premium',
'id' => 'net_premium',
'class' => 'form-control input-sm number',
'placeholder' => 'Net Premium',
'value' => $lead_info->net_premium)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'gst',
'id' => 'gst',
'class' => 'form-control input-sm number',
'placeholder' => 'GST',
'value' => $lead_info->gst)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'total_premium',
'id' => 'total_premium',
'class' => 'form-control input-sm number',
'placeholder' => 'Total Premium',
'readonly' => 'true',
'value' => $lead_info->total_premium)
);
?>
</div>
<div class="form-group" id="policy_term_div">
<?php
echo form_input(array(
'name' => 'policy_term',
'id' => 'policy_term',
'class' => 'form-control input-sm number',
'placeholder' => 'Policy Term',
'value' => $lead_info->policy_term)
);
?>
</div>
<div class="form-group" id="paying_term_div">
<?php
echo form_input(array(
'name' => 'paying_term',
'id' => 'paying_term',
'class' => 'form-control input-sm number',
'placeholder' => 'Paying Term',
'value' => $lead_info->paying_term)
);
?>
</div>
</div>
<div id="life" style="display:none;">
<div class="form-group">
<?php
$mode = array('' => '---- Rider ----',
'1' => 'Yes',
'2' => 'No',
);
?>
<?php
echo form_dropdown(array(
'name' => 'rider',
'id' => 'rider',
'placeholder' => 'Rider',
'class' => 'form-control input-sm'), $mode, $lead_info->rider);
?>
</div>
<div class="form-group" id="rider_name_div" style="display:none;">
<?php
echo form_input(array(
'name' => 'rider_name',
'id' => 'rider_name',
'class' => 'form-control input-sm',
'placeholder' => 'Rider Name',
'value' => $lead_info->rider_name)
);
?>
</div>
<div id="rider_premium_div" style="display:none;">
<div class="form-group">
<?php
echo form_input(array(
'name' => 'rider_net_premium',
'id' => 'rider_net_premium',
'class' => 'form-control input-sm number',
'placeholder' => 'Rider Net Premium',
'value' => $lead_info->rider_net_premium)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'rider_gst',
'id' => 'rider_gst',
'class' => 'form-control input-sm number',
'placeholder' => 'Rider GST',
'readonly' => 'true',
'value' => $this->config->item('gst'))
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'rider_total_premium',
'id' => 'rider_total_premium',
'class' => 'form-control input-sm number',
'placeholder' => 'Rider Total Premium',
'readonly' => 'true',
'value' => $lead_info->rider_total_premium)
);
?>
</div>
</div>
<div id="ecs_div" class="form-group" style="display:none;">
<?php
$mode = array('' => '---- ECS ----', '1' => 'Yes', '2' => 'No',);
echo form_dropdown(array(
'name' => 'ecs',
'id' => 'ecs',
'placeholder' => 'ECS',
'class' => 'form-control input-sm'), $mode, $lead_info->ecs);
?>
</div>
<div id="ecs_date_div" class="form-group" style="display:none;">
<?php
$ecs_date = $lead_info->ecs_date;
if(!$ecs_date){ $ecs_date = date('d-m-Y'); }
$ecs_date = date('d-m-Y',strtotime($ecs_date));
echo form_input(array(
'name' => 'ecs_date',
'id' => 'ecs_date',
'class' => 'form-control input-sm alpha datepicker',
'placeholder' => 'ECS Date',
'value' => $ecs_date)
);
?>
</div>
</div>
<div class="form-group" id = "paid_by_div" style="display:none;">
<?php
$paid = array('' => '---- Paid By ----', '1' => 'Cash', '2' => 'Cheque', '3' => 'Online', '4' => 'DD', '5' => 'Card','6' => 'Others',);
echo form_dropdown(array(
'name' => 'paid_by',
'id' => 'paid_by',
'placeholder' => 'Paid By',
'class' => 'form-control input-sm'), $paid, $lead_info->paid_by);
?>
</div>
<div class="form-group" id="age_band_div" style="display:none;">
<?php
$age_band = $lead_info->age_band;
if(!$lead_info->age_band){
$today = date("Y-m-d");
$age_cal = date('Y-m-d',strtotime($dob));
$age_band = cal_difference_date($today, $age_cal,"Y");
}
echo form_input(array(
'name' => 'age_band',
'id' => 'age_band',
'class' => 'form-control input-sm number',
'placeholder' => 'Age Band',
'readonly' => 'true',
'value' => $age_band)
);
?>
</div>
<div id="mutual_fund" style="display:none;">
<div class="form-group">
<?php
echo form_input(array(
'name' => 'mf_login_date',
'id' => 'mf_login_date',
'placeholder' => 'Login Date',
'class' => 'form-control input-sm datepicker cafs-date'), $lead_info->login_date);
?>
</div>
<div class="form-group">
<?php
echo form_dropdown(array(
'name' => 'mf_login_code',
'id' => 'mf_login_code',
'placeholder' => 'Login Code',
'class' => 'form-control input-sm'), $login_code, $lead_info->login_code);
?>
</div>
<div class="form-group">
<?php
echo form_dropdown(array(
'name' => 'mf_vendorcompanyname',
'id' => 'mf_vendorcompanyname',
'class' => 'form-control input-sm'), $company_info, $lead_info->company);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'mf_contact',
'id' => 'mf_contact',
'class' => 'form-control input-sm number',
'placeholder' => 'Contact',
'value' => $lead_info->cust_mobile)
);
?>
</div>
<div class="form-group">
<?php
$mf_fund = array('' => '---- Fund Class ----', 'Equity' => 'Equity', 'Balanced' => 'Balanced', 'Debt' => 'Debt', 'Liquid' => 'Liquid', 'Others' => 'Others', 'ELSS' => 'ELSS', );
echo form_dropdown(array(
'name' => 'mf_fund',
'id' => 'mf_fund',
'placeholder' => 'Fund Class',
'class' => 'form-control input-sm'), $mf_fund, $lead_info->mf_fund);
?>
</div>
<div class="form-group">
<!-- <?php
echo form_input(array(
'name' => 'mf_fund_name',
'id' => 'mf_fund_name',
'class' => 'form-control input-sm',
'placeholder' => 'Fund Name',
'value' => $lead_info->mf_fund_name)
);
?> -->
<?php
echo form_dropdown(array(
'name' => 'mf_fund_name',
'id' => 'mf_fund_name',
'class' => 'form-control input-sm'), $fund_name,$lead_info->mf_fund_name);
?>
</div>
<div class="form-group">
<!-- <?php
echo form_input(array(
'name' => 'mf_amc',
'id' => 'mf_amc',
'class' => 'form-control input-sm number',
'placeholder' => 'AMC',
'value' => $lead_info->mf_amc)
);
?> -->
<?php
//$amc = array('' => '---- Select AMC ----');
echo form_dropdown(array(
'name' => 'mf_amc',
'id' => 'mf_amc',
'class' => 'form-control input-sm'), $amc,$lead_info->mf_amc);
?>
</div>
<div class="form-group">
<?php
$mf_fundtype = array('' => '---- Fund Type ----', 'Growth' => 'Growth', 'Dividend' => 'Dividend', 'Div.Reinvest' => 'Div.Reinvest');
echo form_dropdown(array(
'name' => 'mf_fundtype',
'id' => 'mf_fundtype',
'placeholder' => 'Fund Class',
'class' => 'form-control input-sm'), $mf_fundtype, $lead_info->mf_fundtype);
?>
</div>
<div class="form-group">
<?php
$invest = array('' => '---- Investment type ----',
'1' => 'SIP',
'2' => 'Lumpsum',
);
?>
<?php
echo form_dropdown(array(
'name' => 'mf_investment',
'id' => 'mf_investment',
'placeholder' => 'Investment',
'class' => 'form-control input-sm'), $invest, $lead_info->mf_investment);
?>
</div>
<div id="sip_date_div" style="display:none;" class="form-group">
<?php
$days = date("t");
$sip_date = array('' => "---- SIP Date ----");
for($i=1; $i <= $days; $i++){
$sip_date[$i] = $i;
}
echo form_dropdown(array(
'name' => 'sip_date',
'id' => 'sip_date',
'class' => 'form-control input-sm'), $sip_date);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'mf_amount',
'id' => 'mf_amount',
'class' => 'form-control input-sm',
'placeholder' => 'Fund Amount',
'value' => $lead_info->mf_amount)
);
?>
</div>
<div class="form-group">
<?php
$mode = array('' => '---- KYC ----', '1' => 'Yes', '2' => 'No',);
echo form_dropdown(array(
'name' => 'mf_kyc',
'id' => 'mf_kyc',
'placeholder' => 'KYC',
'class' => 'form-control input-sm'), $mode, $lead_info->mf_kyc);
?>
</div>
<div id="purpose_div" class="form-group">
<?php
$purpose = array('' => '---- Purpose ----', 'Retirement' => 'Retirement', 'Education' => 'Education', 'WealthCreation' => 'Wealth Creation', 'LifeRenewal' => 'Life Renewal', 'Others' => 'Others', 'ELSS' => 'ELSS',);
echo form_dropdown(array(
'name' => 'mf_purpose',
'id' => 'mf_purpose',
'placeholder' => 'Fund Class',
'class' => 'form-control input-sm'), $purpose, $lead_info->mf_purpose);
?>
</div>
<div class="form-group">
<?php
$nominee[""] = "---- Select Nominee ----";
foreach ($family_info as $key => $value) {
$nominee[$value->family_id] = $value->fam_name;
}
$data['nominee'] = $nominee;
echo form_dropdown(array(
'name' => 'mf_nominee',
'id' => 'mf_nominee',
'placeholder' => 'Nominee',
'class' => 'form-control input-sm'), $nominee, $lead_info->nominee);
?>
</div>
<div class="form-group">
<?php
echo form_dropdown(array(
'name' => 'bank_name',
'id' => 'bank_name',
'class' => 'form-control input-sm'), $bank_info, $lead_info->bank_name);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'bank_acc_no',
'id' => 'bank_acc_no',
'class' => 'form-control input-sm',
'placeholder' => 'Bank Account Number',
'value' => $lead_info->bank_acc_no)
);
?>
</div>
<div class="form-group">
<?php
echo form_input(array(
'name' => 'bank_ifsc',
'id' => 'bank_ifsc',
'class' => 'form-control input-sm',
'placeholder' => 'IFSC',
'value' => $lead_info->bank_ifsc)
);
?>
</div>
</div>
<div class="form-group">
<button class="btn btn-sm btn-primary" id="btn_product_save" style="display:none;">Save Product</button>
</div>
</div>
</fieldset>
<?php echo form_close(); ?>
<!-- Product Information - END -->
<!-- HC Information - START -->
<?php echo form_open('Mis/save_hc/'. $lead_info->lead_id, array('id' => 'happy_calling_form','name' => 'happy_calling_form','class' => 'form-inline')); ?>
<fieldset>
<div class="col-md-12" style='background-color:#f1f1f1;padding:8px;display:none;' id="happy_calling_info">
<h4 id="hc_header" style='color:#000000 !important;font-size:15px;margin:0;margin-bottom:8px;font-weight:bold;display:none;'>Happy Calling Details</h4>
<div class="form-group" id="rm_name_div">
<?php
echo form_input(array('type'=>'hidden','name'=>'call_product_id','id'=>'call_product_id','value'=>''));
echo form_input(array('type'=>'hidden','name'=>'call_lead_id','id'=>'call_lead_id','value'=>$lead_info->lead_type_id));
echo form_input(array('type'=>'hidden','name'=>'lead_created_by','id'=>'lead_created_by','value'=>$lead_info->created_by));
echo form_input(array('type'=>'hidden','name'=>'created','id'=>'created','value'=>$lead_info->created_date));
// rm_name
echo form_input(array(
'name' => 'rm_name',
'id' => 'rm_name',
'class' => 'form-control input-sm',
'placeholder' => 'RM Name',
'readonly' => 'true',
'value' =>'')
);
?>
</div>
<div class="form-group" id="login_date_div">
<?php
// login_date
echo form_input(array(
'name' => 'hc_login_date',
'id' => 'hc_login_date',
'class' => 'form-control input-sm datepicker',
'placeholder' => 'Login date',
'value' => '')
);
?>
</div>
<div class="form-group" id="issuance_status_div">
<?php
$issuance_status = array('Pending For Issuance' => 'Pending For Issuance', 'Issued' =>'Issued', 'Medical Pending' => 'Medical Pending', 'Docs Pending From Sales' => 'Docs Pending From Sales', 'Cheque Dishonor' => 'Cheque Dishonor', 'Medical Declined' => 'Medical Declined', 'Freelook' => 'Freelook');
echo form_dropdown(array(
'name' => 'issuance_status',
'id' => 'issuance_status',
'class' => 'form-control input-sm'), $issuance_status);
?>
</div>
<div class="form-group" id="policy_no_div">
<?php
echo form_input(array(
'name' => 'policy_no',
'id' => 'policy_no',
'class' => 'form-control input-sm',
'placeholder' => 'Policy No',
'value' => '')
);
?>
</div>
<div class="form-group" id="issued_date_div">
<?php
echo form_input(array(
'name' => 'issued_date',
'id' => 'issued_date',
'class' => 'form-control input-sm alpha datepicker',
'placeholder' => 'Issued Date',
'value' => '')
);
?>
</div>
<div class="form-group" id="itl_status_div">
<?php
echo form_input(array(
'name' => 'itl_status',
'id' => 'itl_status',
'class' => 'form-control input-sm',
'placeholder' => 'ITD Status',
'value' => '')
);
?>
</div>
<div class="form-group" id="issued_status_div">
<?php
$issued_status = array('NotDispatched' => 'Not Dispatched', 'Dispatched' =>'Dispatched', 'ReturnedToHO' => 'Returned to HO', 'AskedForReprint' => 'Asked for Reprint', 'ReachedBranch' => 'Reached Branch', 'CashlessCardPending' => 'Cashless Card Pending');
echo form_dropdown(array(
'name' => 'document_issue_status',
'id' => 'document_issue_status',
'class' => 'form-control input-sm'), $issued_status); ?>
</div>
<div class="form-group" id="reason_div">
<?php
echo form_input(array(
'name' => 'reason',
'id' => 'reason',
'class' => 'form-control input-sm',
'placeholder' => 'Reason',
'value' => '')
);
?>
</div>
<div class="form-group" id="ltd_div">
<?php
echo form_input(array(
'name' => 'ltd',
'id' => 'ltd',
'class' => 'form-control input-sm',
'placeholder' => 'LTD Status',
'value' => '')
);
?>
</div>
<!-- <div class="form-group" id="document_status_div">
<?php
$document_status = array('' => '---- Document Status ----', 'Issued' =>'Issued', 'Not Issued' => 'Not Issued');
echo form_dropdown(array(
'name' => 'document_status',
'id' => 'document_status',
'class' => 'form-control input-sm'), $document_status, $lead_info->document_status ); ?>
</div> -->
<div class="form-group" id="confirmation_div">
<?php
$confirmation = array('' => '---- Confirmation Status ----', 'Received' =>'Received', 'NotReceived' => 'Not Received');
echo form_dropdown(array(
'name' => 'confirmation',
'id' => 'confirmation',
'class' => 'form-control input-sm'), $confirmation); ?>
</div>
<!-- <div class="form-group">
<?php
echo form_input(array(
'name' => 'lead_status',
'id' => 'lead_status',
'class' => 'form-control input-sm',
'placeholder' => 'History of Lead Status',
'value' => $lead_info->lead_status)
);
?>
</div> -->
<div class="form-group" id="fund_name_div">
<?php
echo form_dropdown(array(
'name' => 'fund_name',
'id' => 'fund_name',
'class' => 'form-control input-sm'), $fund_name);
?>
</div>
<div class="form-group" id="amc_div">
<?php
//$amc = array('' => '---- Select AMC ----');
echo form_dropdown(array(
'name' => 'amc',
'id' => 'amc',
'class' => 'form-control input-sm'), $amc);
?>
</div>
<div class="form-group" id="value_div">
<?php
// Value
echo form_input(array(
'name' => 'value',
'id' => 'value',
'class' => 'form-control input-sm',
'placeholder' => 'Value',
'value' => '')
);
?>
</div>
<div class="form-group" id="investment_type_div">
<?php
$investment_type = array('' => '---- Investment Type ----', 'SIP' =>'SIP', 'Lumpsum' => 'Lumpsum');
echo form_dropdown(array(
'name' => 'investment_type',
'id' => 'investment_type',
'class' => 'form-control input-sm'), $investment_type); ?>
</div>
<div class="form-group" id="folio_no_div">
<?php
echo form_input(array(
'name' => 'folio_no',
'id' => 'folio_no',
'class' => 'form-control input-sm',
'placeholder' => 'Folio No',
'value' => '')
);
?>
</div>
<div class="form-group" id="sip_date_div">
<?php
$days = date("t");
$sip_date = array('' => "---- SIP Date ----");
for($i=1; $i <= $days; $i++){
$sip_date[$i] = $i;
}
echo form_dropdown(array(
'name' => 'sip_date',
'id' => 'sip_date',
'class' => 'form-control input-sm'), $sip_date);
?>
</div>
<div class="form-group" id="purpose_div">
<?php
$purpose = array('' => '---- Select Purpose ----', 'Investment' =>'Investment', 'Renewal' => 'Renewal');
echo form_dropdown(array(
'name' => 'purpose',
'id' => 'purpose',
'class' => 'form-control input-sm'), $purpose); ?>
</div>
<div class="form-group" id="status_div">
<?php
$status = array('' => '---- Select Status ----', 'At Our Office' =>'At Our Office', 'Sent to NJ' => 'Sent to NJ', 'Pending for KYC' => 'Pending for KYC', 'Processed' => 'Processed', 'Processed Successfully' => 'Processed Successfully', 'Processed Rejected' => 'Processed Rejected');
echo form_dropdown(array(
'name' => 'renewal_status',
'id' => 'renewal_status',
'class' => 'form-control input-sm'), $status); ?>
</div>
<div class="form-group" id="sip_registration_div">
<?php
$sip_registration = array('' => '---- SIP Registration ----', 'Successful' =>'Successful', 'Failed' => 'Failed', 'Waiting for Confirmation' => 'Waiting for Confirmation', 'Again Processed' => 'Again Processed');
echo form_dropdown(array(
'name' => 'sip_registration',
'id' => 'sip_registration',
'class' => 'form-control input-sm'), $sip_registration); ?>
</div>
<div class="form-group" id="hc_remarks_div">
<?php
echo form_input(array(
'name' => 'hc_remarks',
'id' => 'hc_remarks',
'class' => 'form-control input-sm',
'placeholder' => 'Remarks',
'value' => '')
);
?>
</div>
<div id="life_div">
<div class="form-group">
<h3 style="color:#000000;font-size:14px;margin:6px;font-weight:bold;white-space:nowrap;margin-left:0px;">RM Committed Status</h3>
<label> <input type="radio" id="pending" name="rm_comitted_status" value="0" checked> Pending </label>
<label> <input type="radio" id="completed" name="rm_comitted_status" value="1"> Completed </label>
</div>
<div class="form-group" id="rm_comitted_command" >
<h3 style="color:#000000;font-size:14px;margin:6px;font-weight:bold;white-space:nowrap;margin-left:0px;">RM Committed Command</h3>
<label> <input type="checkbox" id="surrender_redeem" name="surrender_redeem" value=''> Surrender/Redeem </label>
<label> <input type="checkbox" id="app_status" name="app_status" value=""> App Provided </label>
<label> <input type="checkbox" id="hc_email" name="hc_email" value=""> Email </label>
<label> <input type="checkbox" id="ecs_cancellation" name="ecs_cancellation" value=""> ECS Cancellation </label>
<label> <input type="checkbox" id="other_status" name="other_status" value=""> Other Status </label>
</div>
<div class="form-group">
<textarea placeholder="Remarks" id='rm_remarks' name="rm_remarks" class="form-control" rows="4"></textarea>
</div>
</div>
<div class="form-group" id='hc_btn'>
<button id="btn_hc_save" class="btn btn-sm btn-primary">Save</button>
</div>
</div>
</fieldset>
<?php echo form_close(); ?>
<!-- HC Information - END -->
</div>
</div>
<script type="text/javascript">
//validation and submit handling
$(document).ready(function (){
//Caps lock disable
$('input').keypress(function(e) {
e = e || event;
var s = String.fromCharCode(e.charCode);
if(s.match(/[A-Z]/)){
alert("Disable CAPS LOCK");
return false;
}
});
//MIS Document Ready
$('#mf_fund_name').on("change", function(){
var fund_id = $("#mf_fund_name").val();
if(fund_id === ""){
return false;
}
get_amc(fund_id);
});
$("#family_cancel" ).click(function(){
$("#fam_name").val("");
$("#fam_dob").val("");
$("#fam_relation").val("");
$("#fam_profile").val("");
$("#fam_sex").val("");
$("#family_id").val(-1);
$("#family_cancel").hide();
});
$(".number").bind('keyup', function(e) {
this.value = this.value.replace(/[^0-9_.]/g,'');
});
$(".alpha").on("keydown", function(event){
var arr = [8,9,16,17,20,32,35,36,37,38,39,40,45,46];
for(var i = 65; i <= 90; i++){
arr.push(i);
}
if(jQuery.inArray(event.which, arr) === -1){
event.preventDefault();
}
});
var emp_id = <?php echo $emp_id ?>;
var emp_role = <?php echo $emp_role ?>;
var emp_cat = <?php echo $emp_cat ?>;
//Date Time Picker
$(function () {
$("#login_date").datetimepicker({
format: 'YYYY-MM-DD',
maxDate:new Date()
});
$(".datepicker").datetimepicker({
format: 'DD-MM-YYYY'
});
$("#hc_login_date").datetimepicker({
format: 'DD-MM-YYYY',
maxDate:new Date()
});
});
/*Save Customer info */
$("#save_custinfo_form").submit(function(event){
event.preventDefault();
}).validate({
rules:{
cust_name: "required",
cust_mobile: "required",
cust_address: "required",
cust_email: "email",
ncd: "required",
lead_type: "required",
lead_status: "required",
prospect_level: "required",
expected_value: "required",
cust_mobile: {
required: true,
minlength: 10,
maxlength: 10,
number: true
},
altphone_number: {
//required:true,
minlength: 10,
maxlength: 10,
number: true
}
},
submitHandler: function (form){
$('#submit').attr('disabled','disabled');
$(form).ajaxSubmit({
success: function (response){
//dialog_support.hide();
refresh_family_person();
table_support.handle_submit('<?php echo site_url($controller_name); ?>', response);
table_support.refresh();
//$('#family').find('a').trigger('click');
},
dataType: 'json'
});
}
});
/* Save Family Info */
$("form[name='save_family_form']").submit(function(e) {
var formData = new FormData($(this)[0]);
fam_name = $("#fam_name").val();
fam_relation = $("#fam_relation").val();
if(fam_name === ""){
alert("Please Enter name");
return false;
}else
if(fam_relation === ""){
alert("Please select relation");
return false;
}
$('#family_add').attr('disabled','disabled');
$.ajax({
url: "<?php echo base_url('index.php/Mis/save_family'); ?>",
type: "POST",
data: formData,
async: false,
success: function (data) {
var rslt = JSON.parse(data);
var tr = "";
var proposer = "<option value=''>---- Select Proposer ----</option>";
var life_assured = "<option value=''>---- Select life Assured ----</option>";
var nominee = "<option value=''>---- Select Nominee ----</option>";
for(i = 0; i < rslt.family_data.length; i++) {
family_id = rslt.family_data[i].family_id;
lead_id = rslt.family_data[i].lead_id;
fam_name = rslt.family_data[i].fam_name;
fam_dob = rslt.family_data[i].fam_dob;
fam_relation = rslt.family_data[i].fam_relation;
fam_profile = rslt.family_data[i].fam_profile;
fam_sex = rslt.family_data[i].fam_sex;
edit = "<td><a style='cursor:pointer;' onclick='edit_family("+family_id+")'><i class='fa fa-pencil-square-o'></i> Edit</a></td>";
del = "<td><a style='cursor:pointer;' onclick='delete_family("+family_id+","+lead_id+")'><i class='fa fa-trash'></i> Remove</a></td>";
tr += "<tr><td>"+fam_name+"</td><td>"+fam_dob+"</td><td>"+fam_relation+"</td><td>"+fam_profile+"</td><td>"+fam_sex+"</td><td>"+edit+"</td><td>"+del+"</td></tr>";
proposer += "<option value='"+family_id+"'>"+fam_name+"</option>";
life_assured += "<option value='"+family_id+"'>"+fam_name+"</option>";
nominee += "<option value='"+family_id+"'>"+fam_name+"</option>";
}
if(tr !== ""){
$("#familycontent").html(tr);
}
if(family !== ""){
$("#proposer").html(proposer);
$("#life_assured").html(life_assured);
$("#nominee").html(nominee);
$("#mf_nominee").html(nominee);
}
$("#fam_name").val("");
$("#fam_dob").val("");
$("#fam_relation").val("");
$("#fam_profile").val("");
$("#fam_sex").val("");
},
cache: false,
contentType: false,
processData: false
});
$("#family_add").removeAttr('disabled');
e.preventDefault();
});
/* Save Product Info */
$("form[name='save_product_form']").submit(function(e) {
var category = $("#product_cat").val();
var formData = new FormData($(this)[0]);
$('#btn_product_save').attr('disabled','disabled');
$.ajax({
url: "<?php echo base_url('index.php/Mis/save_product'); ?>/" +category,
type: "POST",
data: formData,
async: false,
success: function (data) {
var rslt = JSON.parse(data);
var tr = "";
for(i = 0; i < rslt.product_data.length; i++) {
cat_name = rslt.product_data[i].cat_name;
product_category = rslt.product_data[i].product_category;
mf_investment = rslt.product_data[i].mf_investment;
company = rslt.product_data[i].comp;
product = rslt.product_data[i].product_name;
product_id = rslt.product_data[i].customer_product_id
completed = rslt.product_data[i].completed;
lead_info_id = rslt.product_data[i].lead_info_id;
policy_no = rslt.product_data[i].policy_no;
issued_date = rslt.product_data[i].issued_date;
hc_status = rslt.product_data[i].hc_status;
app_status = rslt.product_data[i].app_status;
py = rslt.product_data[i].py;
if(app_status === "1"){
app_status = "YES";
}else{
app_status = "NO";
}
hcchk = "";
if(hc_status === "1"){
hcchk = "checked";
}
if(!policy_no){
policy_no = "";
}
if(!issued_date){
issued_date = "";
}
if(product_category === "4"){
if(mf_investment === "1"){
product = "SIP";
}else
if(mf_investment === "2"){
product = "Lumpsum";
}
}
chk = "";
if(completed === "1"){
chk = "checked";
}
if(py > 1){
hc_comp = "<td style='color:green;'>Renewals</td>";
}else{
hc_comp = "<td><input type ='checkbox' name='hc_status"+i+"' id='hc_status"+i+"' onchange=hc_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+hcchk+"/></td>";
}
mis_edit = "<td><a style='cursor:pointer;' onclick='get_product("+product_id+")'><i class='fa fa-pencil-square-o'></i> Edit MIS</a></td>";
hc_edit = "<td><a style='cursor:pointer;' onclick='get_hc_product("+product_id+")'><i class='fa fa-pencil-square-o'></i> Edit HC</a></td>";
mis_comp = "<td><input type ='checkbox' name='completed"+i+"' id='completed"+i+"' onchange=mis_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+chk+"/></td>";
//hc_comp = "<td><input type ='checkbox' name='hc_status"+i+"' id='hc_status"+i+"' onchange=hc_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+hcchk+"/></td>";
del = "<td><a style='cursor:pointer;color:red;' onclick='get_product('"+product_id+"','"+lead_info_id+"')'><i class='fa fa-trash'></i>Delete</a></td>";
tr += "<tr><td>"+cat_name+"</td><td>"+company+"</td><td>"+product+"</td><td>"+policy_no+"</td><td>"+issued_date+mis_edit+mis_comp+hc_edit+"</td><td>"+app_status+"</td>"+hc_comp+del+"</tr>";
}
if(tr !== ""){
$("#product_data").html(tr);
}
$("#save_product_form")[0].reset();
$("#customer_product_id").val("0");
},
cache: false,
contentType: false,
processData: false
});
$("#btn_product_save").removeAttr('disabled');
e.preventDefault();
});
$("#rider").on("change", function(){
var rider = $("#rider").val();
var rider_gst = '<?php echo $this->config->item('gst'); ?>';
var product_cat = $("#product_cat").val();
if(rider === "1"){
////rider_name_div,ecs_div,ecs_date_div
$("#rider_name_div,#ecs_div,#rider_premium_div").show();
if(product_cat === "4"){
$("#ecs_div").hide();
}
$("#rider_gst").val(rider_gst);
}else{
$("#rider_name_div,#rider_premium_div,#ecs_div,#ecs_date_div").hide();
}
});
$("#ecs").on("change", function(){
var ecs = $("#ecs").val();
if(ecs === "1"){
$("#ecs_date_div").show();
}else{
$("#ecs_date_div").hide();
}
});
//Sip Hide show
$("#mf_investment").on("change", function(){
var mf_investment = $("#mf_investment").val();
if(mf_investment === "1"){
$("#sip_date_div").show();
}else{
$("#sip_date_div").hide();
}
});
//Kyc Hide show
// $("#mf_kyc").on("change", function(){
// var mf_kyc = $("#mf_kyc").val();
// if(mf_kyc === "1"){
// $("#purpose_div").show();
// }else{
// $("#purpose_div").hide();
// }
// });
//net_premium
$("#net_premium").on("change", function(){
var net_premium = $("#net_premium").val();
if((net_premium === "") || (net_premium === "0")){
return false;
}
var taxval = 0;
var taxval = $("#gst").val();
if(taxval !== 0){
gst = (taxval/100)*(net_premium);
total_premium = parseInt(gst)+parseInt(net_premium);
$("#gst").val(taxval);
$("#total_premium").val(total_premium);
}else{
alert("tax invalid ");
}
});
//rider net premium
$("#rider_net_premium").on("change", function(){
var rider_net_premium = $("#rider_net_premium").val();
if((rider_net_premium === "") || (rider_net_premium === "0")){
return false;
}
var taxval = 0;
var taxval = $("#rider_gst").val();
if(taxval !== 0){
gst = (taxval/100)*(rider_net_premium);
total_premium = parseInt(gst)+parseInt(rider_net_premium);
//$("#gst").val(taxval);
$("#rider_total_premium").val(total_premium);
}else{
alert("tax invalid ");
}
});
$("#product_cat").on("change", function(){
var product_cat = $("#product_cat").val();
var login_date = $("#login_date").val();
if(login_date !== ""){
$("#save_product_form")[0].reset();
$("#product_cat").val(product_cat);
}
if(product_cat === "1"){
$('select option:contains("---- Select life Assured ----")').text('---- Select Coverage Members ----');
$('#life_assured').attr('multiple','multiple');
$("#life_assured").css("cssText", "height: 125px !important;");
$("#health,#age_band_div,#btn_product_save,#paid_by_div").show();
$("#life,#mutual_fund,#policy_term_div,#paying_term_div").hide();
get_company(3);
get_code(3);
}else
if(product_cat === "2"){
$('select option:contains("---- Select Coverage Members ----")').text('---- Select life Assured ----');
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
$("#health,#life,#paid_by_div,#btn_product_save,#policy_term_div,#paying_term_div").show();
$("#mutual_fund,#age_band_div").hide();
get_company(2);
get_code(2);
}else
if(product_cat === "3"){
$('select option:contains("---- Select Coverage Members ----")').text('---- Select life Assured ----');
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
$("#mutual_fund,#btn_product_save").show();
$("#health,#life,#paid_by_div,#age_band_div").hide();
get_company(4);
get_code(4);
}else
if(product_cat === "4"){
$('select option:contains("---- Select Coverage Members ----")').text('---- Select life Assured ----');
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
$("#health,#life,#btn_product_save,#paid_by_div").show();
$("#mutual_fund,#age_band_div,#ecs_div,#ecs_date_div").hide();
get_company(5);
get_code(5);
}else
if(product_cat === "5"){
$('select option:contains("---- Select Coverage Members ----")').text('---- Select life Assured ----');
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
$("#health,#life,#mutual_fund,#paid_by_div,#age_band_div,#btn_product_save").hide();
get_company(6);
get_code(6);
}else{
$("#health,#life,#mutual_fund,#paid_by_div,#age_band_div,#btn_product_save").hide();
}
});
$("#vendorcompanyname").on("change", function(){
var company_id = $("#vendorcompanyname").val();
get_company_product(company_id);
});
//Happy Calling Document ready
hide_div();
$("#hc_login_date").on("blur", function(){
var login_date = $("#hc_login_date").val();
login_date = login_date.split('-');
login_date = login_date[2]+"-"+login_date[1]+"-"+login_date[0];
ltd = daydiff(login_date);
$("#ltd").val(ltd);
});
$("#issued_date").on("blur", function(){
var issued_date = $("#issued_date").val();
issued_date = issued_date.split('-');
issued_date = issued_date[2]+"-"+issued_date[1]+"-"+issued_date[0];
itd = daydiff(issued_date);
$("#itl_status").val(itd);
});
$("#surrender_redeem").on("change", function(){
if($("#surrender_redeem").prop('checked')){
$("#surrender_redeem").val(1);
}else{
$("#surrender_redeem").val(0);
}
});
$("#app_status").on("change", function(){
if($("#app_status").prop('checked')){
$("#app_status").val(1);
}else{
$("#app_status").val(0);
}
});
$("#hc_email").on("change", function(){
if($("#hc_email").prop('checked')){
$("#hc_email").val(1);
}else{
$("#hc_email").val(0);
}
});
$("#ecs_cancellation").on("change", function(){
if($("#ecs_cancellation").prop('checked')){
$("#ecs_cancellation").val(1);
}else{
$("#ecs_cancellation").val(0);
}
});
$("#other_status").on("change", function(){
if($("#other_status").prop('checked')){
$("#other_status").val(1);
}else{
$("#other_status").val(0);
}
});
$('#fund_name').on("change", function(){
var fund_id = $("#fund_name").val();
if(fund_id === ""){
return false;
}
get_hc_amc(fund_id);
});
$("#renewal_status").on("change", function(){
var renewal_status = $("#renewal_status").val();
if(renewal_status === "Processed Successfully"){
$("#sip_registration_div").show();
}else{
$("#sip_registration_div").hide();
}
});
$("#investment_type").on("change", function(){
var investment_type = $("#investment_type").val();
if(investment_type === "SIP"){
$("#sip_date_div").show();
$("#folio_no_div").show();
}else{
$("#sip_date_div").hide();
$("#folio_no_div").hide();
}
});
$("#document_issue_status").on("change", function(){
var document_issue_status = $("#document_issue_status").val();
if(document_issue_status === "Dispatched"){
$("#confirmation_div").show();
}else{
$("#confirmation_div").hide();
}
});
$('input[type=radio][name=rm_comitted_status]').change(function() {
if (this.value === '0') {
$("#rm_comitted_command").show();
}else
if (this.value === '1') {
$("#rm_comitted_command").hide();
}
});
//Issuance hide show
$("#issuance_status").on("change", function(){
var issuance_status = $("#issuance_status").val();
if(issuance_status === "Issued"){
$("#issued_date_div").show();
$("#policy_no_div").show();
$("#ltd_div").hide();
$("#reason_div").hide();
$("#itl_status_div").show();
$("#issued_status_div").show();
}else
if(issuance_status !== "Issued"){
$("#ltd_div").show();
$("#reason_div").show();
$("#issued_date_div").hide();
$("#policy_no_div").hide();
$("#itl_status_div").hide();
$("#issued_status_div").hide();
}else{
$("#issued_date_div").hide();
$("#policy_no_div").hide();
$("#ltd_div").hide();
$("#reason_div").hide();
$("#itl_status_div").hide();
$("#issued_status_div").hide();
}
});
$("form[name='happy_calling_form']").submit(function(e) {
var call_product_id = $('#call_product_id').val();
var call_lead_id = $('#call_lead_id').val();
var formData = new FormData($(this)[0]);
$.ajax({
url: "<?php echo base_url('index.php/Mis/save_hc'); ?>/",
type: "POST",
data: formData,
async: false,
success: function (data) {
var rslt = JSON.parse(data);
alert(rslt.status);
var tr = "";
for(i = 0; i < rslt.product_data.length; i++) {
cat_name = rslt.product_data[i].cat_name;
product_category = rslt.product_data[i].product_category;
mf_investment = rslt.product_data[i].mf_investment;
company = rslt.product_data[i].comp;
product = rslt.product_data[i].product_name;
product_id = rslt.product_data[i].customer_product_id
completed = rslt.product_data[i].completed;
lead_info_id = rslt.product_data[i].lead_info_id;
policy_no = rslt.product_data[i].policy_no;
issued_date = rslt.product_data[i].issued_date;
hc_status = rslt.product_data[i].hc_status;
app_status = rslt.product_data[i].app_status;
py = rslt.product_data[i].py;
if(app_status === "1"){
app_status = "YES";
}else{
app_status = "NO";
}
hcchk = "";
if(hc_status === "1"){
hcchk = "checked";
}
if(!policy_no){
policy_no = "";
}
if(!issued_date){
issued_date = "";
}
if(product_category === "4"){
if(mf_investment === "1"){
product = "SIP";
}else
if(mf_investment === "2"){
product = "Lumpsum";
}
}
chk = "";
if(completed === "1"){
chk = "checked";
}
if(py > 1){
hc_comp = "<td style='color:green;'>Renewals</td>";
}else{
hc_comp = "<td><input type ='checkbox' name='hc_status"+i+"' id='hc_status"+i+"' onchange=hc_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+hcchk+"/></td>";
}
mis_edit = "<td><a style='cursor:pointer;' onclick='get_product("+product_id+")'><i class='fa fa-pencil-square-o'></i> Edit MIS</a></td>";
hc_edit = "<td><a style='cursor:pointer;' onclick='get_hc_product("+product_id+")'><i class='fa fa-pencil-square-o'></i> Edit HC</a></td>";
mis_comp = "<td><input type ='checkbox' name='completed"+i+"' id='completed"+i+"' onchange=mis_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+chk+"/></td>";
//hc_comp = "<td><input type ='checkbox' name='hc_status"+i+"' id='hc_status"+i+"' onchange=hc_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+hcchk+"/></td>";
del = "<td><a style='cursor:pointer;color:red;' onclick='get_product('"+product_id+"','"+lead_info_id+"')'><i class='fa fa-trash'></i>Delete</a></td>";
tr += "<tr><td>"+cat_name+"</td><td>"+company+"</td><td>"+product+"</td><td>"+policy_no+"</td><td>"+issued_date+mis_edit+mis_comp+hc_edit+"</td><td>"+app_status+"</td>"+hc_comp+del+"</tr>";
}
if(tr !== ""){
$("#product_data").html(tr);
}
//$("#happy_calling_form")[0].reset();
hide_div();
},
cache: false,
contentType: false,
processData: false
});
e.preventDefault();
});
});
function get_amc(fund_id){
$.ajax({
type: "POST",
url: '<?php echo base_url('index.php/Mis/get_amc'); ?>/'+fund_id,
data: fund_id='fund_id',
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var option = "<option value=''>---- Select AMC ----</option>";
for(i = 0; i < rslt.amc.length; i++) {
id = rslt.amc[i].id;
amc = rslt.amc[i].amc;
option += "<option value='"+id+"'>"+amc+"</option>";
}
$("#mf_amc").html(option);
},
});
}
function get_company(id){
$.ajax({
type: "POST",
url: '<?php echo base_url('index.php/Mis/get_company'); ?>/'+id,
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var option = "<option value=''>---- Select Company ----</option>";
for(i = 0; i < rslt.company.length; i++) {
id = rslt.company[i].vendor_id;
comp = rslt.company[i].vendorcompanyname;
option += "<option value='"+id+"'>"+comp+"</option>";
}
$("#vendorcompanyname").html(option);
$("#mf_vendorcompanyname").html(option);
},
});
}
function get_code(id){
$.ajax({
type: "POST",
url: '<?php echo base_url('index.php/Mis/get_code'); ?>/'+id,
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var option = "<option value=''>---- Select Company Code ----</option>";
for(i = 0; i < rslt.code.length; i++) {
id = rslt.code[i].code_id;
comp = rslt.code[i].company_code;
option += "<option value='"+id+"'>"+comp+"</option>";
}
$("#login_code,#mf_login_code").html(option);
},
});
}
function get_company_product(company_id){
$.ajax({
type: "POST",
url: '<?php echo base_url('index.php/Mis/get_company_product'); ?>/'+company_id,
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var option = "<option value=''>---- Select Product ----</option>";
for(i = 0; i < rslt.product.length; i++) {
id = rslt.product[i].product_id;
name = rslt.product[i].product_name;
option += "<option value='"+id+"'>"+name+"</option>";
}
$("#form_product").html(option);
},
});
}
function get_product(product_id){
$('#happy_calling_info').hide();
$('#mis_info').show();
$.ajax({
url: "<?php echo base_url('index.php/Mis/get_product'); ?>/" +product_id,
type: "POST",
async: false,
success: function (data) {
var result = $.parseJSON(data);
var cat = "";
var comp = "";
var product = "";
var life_assu = "";
var ride = "";
var ecs = "";
$.each(result.product_edit[0], function(k, v) {
if(k === "product_category"){
cat = v;
//get_company(v);
if(v === "3"){
$("#health,#age_band_div,#btn_product_save").show();
$("#life,#mutual_fund,#paid_by_div,#policy_term_div,#paying_term_div").hide();
$("#product_cat").val("1");
$('#life_assured').attr('multiple','multiple');
$("#life_assured").css("cssText", "height: 125px !important;");
//get_company(3);
//get_code(3);
}else
if(v === "2"){
$("#health,#life,#paid_by_div,#btn_product_save,#policy_term_div,#paying_term_div").show();
$("#mutual_fund,#age_band_div").hide();
$("#product_cat").val("2");
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
//get_company(2);
//get_code(2);
}else
if(v === "4"){
$("#mutual_fund,#btn_product_save,#paid_by_div").show();
$("#health,#life,#age_band_div").hide();
$("#product_cat").val("3");
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
//get_company(4);
//get_code(4);
}
else
if(v === "5"){
$("#health,#life,#paid_by_div,#btn_product_save,#policy_term_div,#paying_term_div").show();
$("#mutual_fund,#age_band_div").hide();
$("#product_cat").val("4");
$('#life_assured').removeAttr('multiple');
$("#life_assured").css("cssText", "height: 34px !important;");
//get_code(5);
}
else{
$("#health,#life,#mutual_fund,#paid_by_div,#age_band_div,#btn_product_save").hide();
}
}
if(k === "company"){
if(cat === "4"){
k = "mf_vendorcompanyname";
}else{
k = "vendorcompanyname";
}
}
if((k === "login_code") && (cat === "4")){
k = "mf_login_code";
}
if((k === "nominee") && (cat === "4")){
k = "mf_nominee";
}
if((k === "login_date") && (cat === "4")){
k = "mf_login_date";
}
if(k === "product"){
k = "form_product";
}
if(k === "life_assured"){
life_assu = v;
}
if((k === "mf_investment") && (v === "1")){
$("#sip_date_div").show();
}
if(k === "rider"){
rider = v;
}
if(k === "ecs"){
ecs = v;
}
$("#"+k).val(v);
});
if((cat === "3") && (life_assu !== "")){
var selectedOptions = life_assu.split(",");
for(var i in selectedOptions) {
var optionVal = selectedOptions[i];
$("#life_assured").find("option[value="+optionVal+"]").prop("selected", "selected");
}
$("#life_assured").multiselect('refresh');
}
if(rider === "1"){
////rider_name_div,ecs_div,ecs_date_div
$("#rider_name_div,#ecs_div,#rider_premium_div").show();
if(cat === "4"){
$("#ecs_div").hide();
}
}else{
$("#rider_name_div,#rider_premium_div").hide();
}
if(ecs === "1"){
$("#ecs_date_div").show();
}else{
$("#ecs_date_div").hide();
}
},
cache: false,
contentType: false,
processData: false
});
}
function upload_idproof(){
var file_data = $('#id_proof').prop('files')[0];
var form_data = new FormData();
form_data.append('id_proof', file_data);
$.ajax({
url: "<?php echo base_url('proof/upload_files.php'); ?>?id=1", // point to server-side PHP script
// dataType: 'text', // what to expect back from the PHP script, if anything
cache: false,
contentType: false,
processData: false,
data: form_data,
type: 'post',
success: function(php_script_response){
var str=php_script_response.split("/");
var id=str[1];
$('#hid_id_proof').val(str[2]);
}
});
}
function upload_addressproof(){
var file_data = $('#address_proof').prop('files')[0];
var form_data = new FormData();
form_data.append('address_proof', file_data);
$.ajax({
url: "<?php echo base_url('proof/upload_files.php'); ?>?id=2", // point to server-side PHP script
// dataType: 'text', // what to expect back from the PHP script, if anything
cache: false,
contentType: false,
processData: false,
data: form_data,
type: 'post',
success: function(php_script_response){
var str=php_script_response.split("/");
var id=str[1];
$('#hid_address_proof').val(str[2]);
}
});
}
function upload_incomeproof(){
var file_data = $('#income_proof').prop('files')[0];
var form_data = new FormData();
form_data.append('income_proof', file_data);
$.ajax({
url: "<?php echo base_url('proof/upload_files.php'); ?>?id=3", // point to server-side PHP script
// dataType: 'text', // what to expect back from the PHP script, if anything
cache: false,
contentType: false,
processData: false,
data: form_data,
type: 'post',
success: function(php_script_response){
var str=php_script_response.split("/");
var id=str[1];
$('#hid_income_proof').val(str[2]);
}
});
}
function upload_bankproof(){
var file_data = $('#bank_cheque').prop('files')[0];
var form_data = new FormData();
form_data.append('bank_cheque', file_data);
$.ajax({
url: "<?php echo base_url('proof/upload_files.php'); ?>?id=4", // point to server-side PHP script
// dataType: 'text', // what to expect back from the PHP script, if anything
cache: false,
contentType: false,
processData: false,
data: form_data,
type: 'post',
success: function(php_script_response){
//alert(php_script_response);
var str=php_script_response.split("/");
var id=str[1];
//alert(str[2]);
$('#hid_bank_cheque_proof').val(str[2]);
}
});
}
function upload_panproof(){
var file_data = $('#mf_pan').prop('files')[0];
var form_data = new FormData();
form_data.append('mf_pan', file_data);
$.ajax({
url: "<?php echo base_url('proof/upload_files.php'); ?>?id=5", // point to server-side PHP script
// dataType: 'text', // what to expect back from the PHP script, if anything
cache: false,
contentType: false,
processData: false,
data: form_data,
type: 'post',
success: function(php_script_response){
var str=php_script_response.split("/");
var id=str[1];
$('#hid_mf_pan_proof').val(str[2]);
}
});
}
function mis_completed(count,product_id,lead_info_id){
id = "completed"+count;
product_id = product_id;
var checked = $('input[name='+id+']:checked').length;
// Ajax
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/update_happycalling'); ?>?count="+checked+"&product_id="+product_id+"&lead_info_id="+lead_info_id,
success: function(data) {
if((data) && (checked === 1)){
alert('Lead Transfer to Happy Calling');
}else{
alert('Lead Returned from Happy Calling');
}
},
});
}
function edit_family(family_id){
if(family_id !== ""){
$("#family_id").val(family_id);
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/get_family_person'); ?>?family_id="+family_id,
success: function(data) {
var rslt = JSON.parse(data);
for(i = 0; i < rslt.person_data.length; i++) {
$("#family_id").val(rslt.person_data[i].family_id);
$("#fam_name").val(rslt.person_data[i].fam_name);
$("#fam_dob").val(rslt.person_data[i].fam_dob);
$("#fam_relation").val(rslt.person_data[i].fam_relation);
$("#fam_profile").val(rslt.person_data[i].fam_profile);
$("#fam_sex").val(rslt.person_data[i].fam_sex);
$("#family_cancel").show();
}
},
});
}
}
function delete_family(family_id,lead_id){
if(family_id !== ""){
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/remove_family_person'); ?>?family_id="+family_id+"&lead_id="+lead_id,
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var proposer = "<option value=''>---- Select Proposer ----</option>";
var life_assured = "<option value=''>---- Select life Assured ----</option>";
var nominee = "<option value=''>---- Select Nominee ----</option>";
for(i = 0; i < rslt.person_data.length; i++) {
family_id = rslt.person_data[i].family_id;
lead_id = rslt.person_data[i].lead_id;
fam_name = rslt.person_data[i].fam_name;
fam_dob = rslt.person_data[i].fam_dob;
fam_relation = rslt.person_data[i].fam_relation;
fam_profile = rslt.person_data[i].fam_profile;
fam_sex = rslt.person_data[i].fam_sex;
edit = "<td><a style='cursor:pointer;' onclick='edit_family("+family_id+")'><i class='fa fa-pencil-square-o'></i> Edit</a></td>";
del = "<td><a style='cursor:pointer;' onclick='delete_family("+family_id+","+lead_id+")'><i class='fa fa-trash'></i> Remove</a></td>";
tr += "<tr><td>"+fam_name+"</td><td>"+fam_dob+"</td><td>"+fam_relation+"</td><td>"+fam_profile+"</td><td>"+fam_sex+"</td><td>"+edit+"</td><td>"+del+"</td></tr>";
proposer += "<option value='"+family_id+"'>"+fam_name+"</option>";
life_assured += "<option value='"+family_id+"'>"+fam_name+"</option>";
nominee += "<option value='"+family_id+"'>"+fam_name+"</option>";
}
if(tr !== ""){
$("#familycontent").html(tr);
}
if(family !== ""){
$("#proposer").html(proposer);
$("#life_assured").html(life_assured);
$("#nominee").html(nominee);
$("#mf_nominee").html(nominee);
}
},
});
}
}
function delete_product(product_id,lead_id){
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/delete_product'); ?>?product_id="+product_id+"&lead_id="+lead_id,
success: function(data) {
var rslt = JSON.parse(data);
alert(rslt.status);
var tr = "";
for(i = 0; i < rslt.product.length; i++) {
cat_name = rslt.product[i].cat_name;
product_category = rslt.product[i].product_category;
mf_investment = rslt.product[i].mf_investment;
company = rslt.product[i].comp;
product = rslt.product[i].product_name;
product_id = rslt.product[i].customer_product_id
completed = rslt.product[i].completed;
lead_info_id = rslt.product[i].lead_info_id;
policy_no = rslt.product[i].policy_no;
issued_date = rslt.product[i].issued_date;
hc_status = rslt.product[i].hc_status;
app_status = rslt.product_data[i].app_status;
py = rslt.product_data[i].py;
if(app_status === "1"){
app_status = "YES";
}else{
app_status = "NO";
}
hcchk = "";
if(hc_status === "1"){
hcchk = "checked";
}
if(!policy_no){
policy_no = "";
}
if(!issued_date){
issued_date = "";
}
if(product_category === "4"){
if(mf_investment === "1"){
product = "SIP";
}else
if(mf_investment === "2"){
product = "Lumpsum";
}
}
chk = "";
if(completed === "1"){
chk = "checked";
}
if(py>1){
hc_comp = "<td style='color:green;'>Renewals</td>";
}else{
hc_comp = "<td><input type ='checkbox' name='hc_status"+i+"' id='hc_status"+i+"' onchange=hc_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+hcchk+"/></td>";
}
mis_edit = "<td><a style='cursor:pointer;' onclick='get_product("+product_id+")'><i class='fa fa-pencil-square-o'></i> Edit MIS</a></td>";
hc_edit = "<td><a style='cursor:pointer;' onclick='get_hc_product("+product_id+")'><i class='fa fa-pencil-square-o'></i> Edit HC</a></td>";
mis_comp = "<td><input type ='checkbox' name='completed"+i+"' id='completed"+i+"' onchange=mis_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+chk+"/></td>";
//hc_comp = "<td><input type ='checkbox' name='hc_status"+i+"' id='hc_status"+i+"' onchange=hc_completed('"+i+"','"+product_id+"','"+lead_info_id+"') value='' "+hcchk+"/></td>";
del = "<td><a style='cursor:pointer;' onclick='get_product('"+product_id+"','"+lead_info_id+"')'><i class='fa fa-trash'></i>Delete</a></td>";
tr += "<tr><td>"+cat_name+"</td><td>"+company+"</td><td>"+product+"</td><td>"+policy_no+"</td><td>"+issued_date+mis_edit+mis_comp+hc_edit+"</td><td>"+app_status+"</td>"+hc_comp+del+"</td></tr>";
}
if(tr !== ""){
$("#product_data").html(tr);
}
$("#save_product_form")[0].reset();
$("#customer_product_id").val("0");
},
});
}
function refresh_family_person(){
var lead_id = '<?php echo $lead_info->lead_id ?>';
if(lead_id !== ""){
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/refresh_family_person'); ?>?&lead_id="+lead_id,
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var proposer = "<option value=''>---- Select Proposer ----</option>";
var life_assured = "<option value=''>---- Select life Assured ----</option>";
var nominee = "<option value=''>---- Select Nominee ----</option>";
for(i = 0; i < rslt.person_data.length; i++) {
family_id = rslt.person_data[i].family_id;
lead_id = rslt.person_data[i].lead_id;
fam_name = rslt.person_data[i].fam_name;
fam_dob = rslt.person_data[i].fam_dob;
fam_relation = rslt.person_data[i].fam_relation;
fam_profile = rslt.person_data[i].fam_profile;
fam_sex = rslt.person_data[i].fam_sex;
edit = "<td><a style='cursor:pointer;' onclick='edit_family("+family_id+")'><i class='fa fa-pencil-square-o'></i> Edit</a></td>";
del = "<td><a style='cursor:pointer;' onclick='delete_family("+family_id+","+lead_id+")'><i class='fa fa-trash'></i> Remove</a></td>";
tr += "<tr><td>"+fam_name+"</td><td>"+fam_dob+"</td><td>"+fam_relation+"</td><td>"+fam_profile+"</td><td>"+fam_sex+"</td><td>"+edit+"</td><td>"+del+"</td></tr>";
proposer += "<option value='"+family_id+"'>"+fam_name+"</option>";
life_assured += "<option value='"+family_id+"'>"+fam_name+"</option>";
nominee += "<option value='"+family_id+"'>"+fam_name+"</option>";
}
if(tr !== ""){
$("#familycontent").html(tr);
}
if(family !== ""){
$("#proposer").html(proposer);
$("#life_assured").html(life_assured);
$("#nominee").html(nominee);
$("#mf_nominee").html(nominee);
}
},
});
}
}
function delete_doc(cust_id,id){
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/delete_doc'); ?>?&cust_id="+cust_id+"&id="+id,
success: function(data) {
var rslt = JSON.parse(data);
alert(rslt.status);
$("#save_custinfo_form")[0].reset();
}
});
}
//Get GST From Product
$("#form_product").on("change", function(){
var product = $("#form_product").val();
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/get_product_gst'); ?>?&product="+product,
success: function(gst) {
$('#gst').val(gst);
}
});
});
//Happy Calling
function get_hc_product(product_id){
$("#call_product_id").val(product_id);
$("#happy_calling_info").show();
$("#hc_header").show();
$("#mis_info").hide();
call_lead_id = $("#call_lead_id").val();
hide_div();
urlLink = "<?php echo base_url('index.php/Mis/get_hc_product'); ?>";
params = "call_lead_id=" +call_lead_id + "&call_product_id=" +product_id;
ajaxPostJQ(urlLink, params, get_product_call);
}
function get_product_call(data){
var result = $.parseJSON(data);
var itd = 0;
if (result.product_edit.length == 0 ) {
alert('MIS Not Completed');
return false;
}
product_category = result.product_edit[0].product_category;
surrender_redeem = result.product_edit[0].surrender_redeem;
app_status = result.product_edit[0].app_status;
hc_email = result.product_edit[0].hc_email;
ecs_cancellation = result.product_edit[0].ecs_cancellation;
other_status = result.product_edit[0].other_status;
rm_comitted_status = result.product_edit[0].rm_comitted_status;
login_date = result.product_edit[0].login_date;
issued_date = result.product_edit[0].issued_date;
rm_name = result.product_edit[0].rm_name;
document_issue_status = result.product_edit[0].document_issue_status;
if(document_issue_status === "Dispatched"){
$("#confirmation_div").show();
}else{
$("#confirmation_div").hide();
}
if(login_date){
login_date = login_date.split('-');
login = login_date[2]+"-"+login_date[1]+"-"+login_date[0];
$("#hc_login_date").val(login);
ltd = daydiff(login_date);
}
$("#ltd").val(ltd);
if(issued_date){
if((issued_date === "1970-01-01") || (issued_date === "")){
var date = new Date();
var issued_date = ('0'+date.getDate()).substr(-2,2)+'-'+('0'+date.getMonth()).substr(-2,2)+'-'+date.getFullYear();
itd = 0;
}else{
issued_date = issued_date.split('-');
issued = issued_date[2]+"-"+issued_date[1]+"-"+issued_date[0];
$("#issued_date").val(issued);
itd = daydiff(issued_date);
}
}
$("#itl_status").val(itd);
$("#call_product_id").val(result.product_edit[0].call_product_id);
$("#call_lead_id").val(result.product_edit[0].call_lead_id);
$("#created").val(result.product_edit[0].created);
$("#rm_name").val(rm_name);
$("#issuance_status").val(result.product_edit[0].issuance_status);
$("#policy_no").val(result.product_edit[0].policy_no);
$("#document_issue_status").val(result.product_edit[0].document_issue_status);
$("#reason").val(result.product_edit[0].reason);
$("#document_status").val(result.product_edit[0].document_status);
$("#confirmation").val(result.product_edit[0].confirmation);
$("#lead_status").val(result.product_edit[0].lead_status);
$("#fund_name").val(result.product_edit[0].fund_name);
$("#amc").val(result.product_edit[0].amc);
$("#value").val(result.product_edit[0].value);
$("#investment_type").val(result.product_edit[0].investment_type);
$("#folio_no").val(result.product_edit[0].folio_no);
$("#sip_date").val(result.product_edit[0].sip_date);
$("#purpose").val(result.product_edit[0].purpose);
$("#renewal_status").val(result.product_edit[0].renewal_status);
$("#sip_registration").val(result.product_edit[0].sip_registration);
$("#hc_remarks").val(result.product_edit[0].hc_remarks);
if(surrender_redeem=== "1"){
$("#surrender_redeem").prop('checked',true);
}
if(app_status === "1"){
$("#app_status").prop('checked',true);
}
if(hc_email === "1"){
$("#hc_email").prop('checked',true);
}
if(ecs_cancellation === "1"){
$("#ecs_cancellation").prop('checked',true);
}
if(other_status === "1"){
$("#other_status").prop('checked',true);
}
if(rm_comitted_status === "0"){
$("#pending").prop('checked',true);
}
if(rm_comitted_status === "1"){
$("#completed").prop('checked',true);
}
if(product_category === "1"){
alert("Cat - "+ 1);
}else
if(product_category === "2"){
$("#rm_name_div,#cust_name_div,#cust_mobile_div,#company_div,#product_name_div,#net_premium_div,#login_date_div,#issuance_status_div,#hc_remarks_div,#hc_btn,#life_div").show();
$("#document_issue_status").find("option[value='CashlessCardPending']").prop("hidden", "true");
}else
if(product_category === "3"){
$("#rm_name_div,#cust_name_div,#cust_mobile_div,#company_div,#product_name_div,#net_premium_div,#login_date_div,#issuance_status_div,#hc_remarks_div,#hc_btn").show();
}else
if(product_category === "4"){
$("#rm_name_div,#cust_name_div,#cust_mobile_div,#fund_name_div,#amc_div,#value_div,#fund_name_div,#investment_type_div,#purpose_div,#status_div,#sip_registration_div,#hc_remarks_div,#hc_btn").show();
}else
if(product_category === "5"){
$("#rm_name_div,#cust_name_div,#cust_mobile_div,#company_div,#product_name_div,#net_premium_div,#login_date_div,#issuance_status_div,#hc_remarks_div,#hc_btn").show();
}
var investment_type = $("#investment_type").val();
if(investment_type === "SIP"){
$("#sip_date_div").show();
$("#folio_no_div").show();
}else{
$("#sip_date_div").hide();
$("#folio_no_div").hide();
}
var issuance_status = $("#issuance_status").val();
if(issuance_status === "Issued"){
$("#issued_date_div,#itl_status_div,#issued_status_div,#policy_no_div").show();
$("#ltd_div,#reason_div").hide();
}else
if(issuance_status !== "Issued"){
$("#ltd_div,#reason_div").show();
$("#issued_date_div,#itl_status_div,#issued_status_div,#policy_no_div").hide();
}else{
$("#issued_date_div,#ltd_div,#reason_div,#itl_status_div,#issued_status_div,#policy_no_div").hide();
}
var renewal_status = $("#renewal_status").val();
if(renewal_status === "Processed Successfully"){
$("#sip_registration_div").show();
}else{
$("#sip_registration_div").hide();
}
var rm_name = $("#rm_name").val();
if(rm_name === ""){
var rm_name = $("#lead_created_by").val();
}
if(rm_name !== ""){
$.ajax({
type: "POST",
url: '<?php echo base_url('index.php/Mis/get_rm_name'); ?>/'+rm_name,
success: function(data) {
$("#rm_name").val(data);
},
});
}
}
function daydiff(start_date){
today = new Date();
start_date = moment(start_date, 'YYYY-MM-DD');
today = moment(today, 'YYYY-MM-DD');
days = today.diff(start_date, 'days');
return days;
}
function ajaxPostJQ(urlLink, params, callbackfn) {
$.ajax({
type: 'POST',
url: urlLink,
data: params,
dataType: 'html',
traditional: true,
async: true,
success: callbackfn
});
}
function hide_div(){
$("#cust_name_div,#cust_mobile_div,#rm_name_div,#company_div,#product_name_div,#net_premium_div,#login_date_div,#issuance_status_div,#ltd_div,#issued_date_div,#reason_div,#itl_status_div,#document_status_div,#fund_name_div,#amc_div,#value_div,#fund_name_div,#investment_type_div,#sip_date_div,#folio_no_div,#purpose_div,#status_div,#sip_registration_div,#document_status_div,#issued_status_div,#confirmation_div,#hc_remarks_div,#hc_btn,#life_div,#policy_no_div").hide();
}
function get_hc_amc(fund_id){
$.ajax({
type: "POST",
url: '<?php echo base_url('index.php/Happy_calling/get_amc'); ?>/'+fund_id,
data: fund_id='fund_id',
success: function(data) {
var rslt = JSON.parse(data);
var tr = "";
var option = "<option value=''>---- Select AMC ----</option>";
for(i = 0; i < rslt.amc.length; i++) {
id = rslt.amc[i].id;
amc = rslt.amc[i].amc;
option += "<option value='"+id+"'>"+amc+"</option>";
}
$("#amc").html(option);
},
});
}
function hc_completed(count,product_id,lead_info_id){
id = "hc_status"+count;
checked = 0
if($("#"+id).prop('checked')){
checked = 1;
}
if(checked === 0){
return false;
}
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/update_completed'); ?>?count="+checked+"&product_id="+product_id+"&lead_info_id="+lead_info_id,
success: function(data) {
if((data) && (checked === 1)){
alert(data);
}
},
});
}
/*
function hc_freelook(count,product_id,lead_info_id){
id = "hc_status"+count;
checked = 0
if($("#"+id).prop('checked')){
checked = 1;
}
$.ajax({
type: "POST",
url: "<?php echo base_url('index.php/Mis/update_freelook'); ?>?count="+checked+"&product_id="+product_id+"&lead_info_id="+lead_info_id,
success: function(data) {
if((data) && (checked === 1)){
alert(data);
}
},
});
}
*/
</script>