Initial commit: SFA Tool mockup with renewal management features
This commit is contained in:
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index.html
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835
index.html
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<!DOCTYPE html>
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<html lang="en">
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<head>
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<meta charset="UTF-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<title>SFA Tool - Renewals</title>
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<!-- Add Font Awesome CDN -->
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<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
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<style>
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* {
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margin: 0;
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padding: 0;
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box-sizing: border-box;
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font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
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}
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body {
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background-color: #f5f5f5;
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color: #333;
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line-height: 1.6;
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padding-top: 60px; /* Add padding for fixed header */
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}
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.container {
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max-width: 1600px;
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margin: 0 auto;
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padding: 0.5rem 1rem;
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}
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header {
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background-color: #2c3e50;
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color: white;
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padding: 0.5rem 0;
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position: fixed;
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top: 0;
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left: 0;
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right: 0;
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z-index: 1000;
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box-shadow: 0 2px 4px rgba(0,0,0,0.1);
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}
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.header-content {
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display: flex;
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justify-content: space-between;
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align-items: center;
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}
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h1 {
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font-size: 1.25rem;
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font-weight: 500;
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}
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nav {
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display: flex;
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gap: 1.5rem;
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}
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nav a {
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color: white;
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text-decoration: none;
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padding: 0.25rem 0.75rem;
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border-radius: 4px;
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transition: background-color 0.2s;
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font-size: 0.9rem;
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}
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nav a:hover {
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background-color: rgba(255, 255, 255, 0.1);
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}
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nav a.active {
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background-color: rgba(255, 255, 255, 0.2);
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font-weight: 500;
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}
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.content {
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background-color: #fff;
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padding: 2rem;
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border-radius: 8px;
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box-shadow: 0 2px 4px rgba(0,0,0,0.1);
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margin-top: 1.5rem;
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}
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.task-header {
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display: flex;
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justify-content: space-between;
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align-items: center;
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margin-bottom: 1.5rem;
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}
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.task-filters {
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display: flex;
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gap: 1rem;
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margin-bottom: 1.5rem;
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flex-wrap: wrap;
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}
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.filter-button {
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padding: 0.5rem 1rem;
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border: 1px solid #ddd;
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border-radius: 4px;
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background: white;
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cursor: pointer;
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font-size: 0.9rem;
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}
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.filter-button:hover {
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background: #f5f5f5;
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}
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.date-filter {
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display: flex;
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gap: 1rem;
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align-items: center;
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margin-bottom: 1.5rem;
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padding: 1rem;
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background: #f8f9fa;
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border-radius: 4px;
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}
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.date-filter label {
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font-weight: 500;
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color: #666;
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}
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.date-filter input[type="date"] {
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padding: 0.5rem;
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border: 1px solid #ddd;
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border-radius: 4px;
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font-size: 0.9rem;
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}
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.date-filter .date-range {
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display: flex;
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align-items: center;
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gap: 0.5rem;
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}
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.date-filter .apply-button {
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padding: 0.5rem 1rem;
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background: #2c3e50;
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color: white;
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border: none;
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border-radius: 4px;
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cursor: pointer;
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font-size: 0.9rem;
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}
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.date-filter .apply-button:hover {
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background: #34495e;
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}
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.task-table {
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width: 100%;
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border-collapse: collapse;
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margin-top: 1rem;
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}
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.task-table th {
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background: #f8f9fa;
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padding: 0.75rem;
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text-align: left;
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font-weight: 500;
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color: #666;
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border-bottom: 2px solid #eee;
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}
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.task-table td {
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padding: 0.75rem;
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border-bottom: 1px solid #eee;
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vertical-align: middle;
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}
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.task-table tr:hover {
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background-color: #f8f9fa;
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}
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.task-status {
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padding: 0.25rem 0.5rem;
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border-radius: 4px;
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font-size: 0.8rem;
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display: inline-block;
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}
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.status-in-progress {
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background: #e3f2fd;
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color: #1976d2;
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}
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.status-pending {
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background: #fff3e0;
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color: #f57c00;
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}
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.status-completed {
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background: #e8f5e9;
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color: #388e3c;
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}
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.status-overdue {
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background: #ffebee;
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color: #d32f2f;
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}
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.priority-high {
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color: #d32f2f;
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font-weight: 500;
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}
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.priority-medium {
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color: #f57c00;
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}
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.priority-low {
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color: #388e3c;
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}
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.add-task-button {
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padding: 0.5rem 1rem;
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background: #2c3e50;
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color: white;
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border: none;
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border-radius: 4px;
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cursor: pointer;
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font-size: 0.9rem;
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}
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.add-task-button:hover {
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background: #34495e;
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}
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.action-icon {
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cursor: pointer;
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font-size: 1.2rem;
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color: #2c3e50;
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transition: color 0.2s;
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padding: 0.5rem;
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border-radius: 4px;
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}
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.action-icon:hover {
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color: #34495e;
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background-color: #f8f9fa;
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}
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/* Modal styles */
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.modal {
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display: none;
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position: fixed;
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top: 0;
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left: 0;
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width: 100%;
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height: 100%;
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background-color: rgba(0, 0, 0, 0.5);
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z-index: 1000;
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}
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.modal-content {
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position: relative;
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background-color: #fff;
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margin: 10% auto;
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padding: 2rem;
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width: 80%;
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max-width: 800px;
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border-radius: 8px;
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box-shadow: 0 4px 6px rgba(0, 0, 0, 0.1);
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}
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.close-modal {
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position: absolute;
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right: 1rem;
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top: 1rem;
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font-size: 1.5rem;
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cursor: pointer;
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color: #666;
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}
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.close-modal:hover {
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color: #333;
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}
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.modal-details {
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margin-top: 1rem;
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max-height: 900px;
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overflow-y: auto;
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}
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.detail-row {
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display: flex;
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margin-bottom: 1rem;
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padding-bottom: 1rem;
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border-bottom: 1px solid #eee;
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}
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.detail-label {
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width: 200px;
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font-weight: 500;
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color: #666;
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}
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.detail-value {
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flex: 1;
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}
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</style>
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</head>
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<body>
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<header>
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<div class="container">
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<div class="header-content">
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<h1>SFA Tool</h1>
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<nav>
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<a href="index.html" class="active">Renewals</a>
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<a href="my-tasks.html">My Tasks</a>
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<a href="profile.html">Profile Settings</a>
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</nav>
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</div>
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</div>
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</header>
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<main class="container">
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<div class="content">
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<div class="task-header">
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<h2>Renewals</h2>
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<button class="add-task-button">+ Add Renewal</button>
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</div>
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<div class="task-filters">
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<button class="filter-button">All Renewals</button>
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<button class="filter-button">In Progress</button>
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<button class="filter-button">Completed</button>
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<button class="filter-button">Overdue</button>
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</div>
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<div class="date-filter">
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<div class="date-range">
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<label>From:</label>
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<input type="date" value="2024-03-01">
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<label>To:</label>
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<input type="date" value="2024-03-31">
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</div>
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<button class="apply-button">Apply Filter</button>
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</div>
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<table class="task-table">
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<thead>
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<tr>
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<th>Policy Number</th>
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<th>Policy Name</th>
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<th>Policy Holder Category</th>
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<th>Broker Name</th>
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<th>Priority</th>
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<th>Status</th>
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<th>Expiry Date</th>
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<th>Actions</th>
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</tr>
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</thead>
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<tbody>
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<tr>
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<td>POL-2024-001</td>
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<td>Q1 Sales Report Policy</td>
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<td>Corporate</td>
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<td>John Smith</td>
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<td class="priority-high">High</td>
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<td><span class="task-status status-in-progress">In Progress</span></td>
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<td>Mar 31, 2024</td>
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<td>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-001')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 1')"></i>
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<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
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</td>
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</tr>
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<tr>
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<td>POL-2024-002</td>
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<td>Customer Database Policy</td>
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<td>Enterprise</td>
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<td>Sarah Johnson</td>
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<td class="priority-medium">Medium</td>
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<td><span class="task-status status-pending">Pending</span></td>
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<td>Mar 25, 2024</td>
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<td>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-002')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 2')"></i>
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<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
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</td>
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</tr>
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<tr>
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<td>POL-2024-003</td>
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<td>Team Meeting Policy</td>
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<td>Small Business</td>
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<td>Mike Brown</td>
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<td class="priority-low">Low</td>
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<td><span class="task-status status-completed">Completed</span></td>
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<td>Mar 20, 2024</td>
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<td>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-003')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 3')"></i>
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<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
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</td>
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</tr>
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<tr>
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<td>POL-2024-004</td>
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<td>Client Presentation Policy</td>
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<td>Corporate</td>
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<td>Emma Wilson</td>
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<td class="priority-high">High</td>
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<td><span class="task-status status-overdue">Overdue</span></td>
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<td>Mar 15, 2024</td>
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<td>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-004')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 4')"></i>
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<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
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</td>
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</tr>
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<tr>
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<td>POL-2024-005</td>
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<td>Sales Training Policy</td>
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<td>Enterprise</td>
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<td>David Lee</td>
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<td class="priority-medium">Medium</td>
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<td><span class="task-status status-in-progress">In Progress</span></td>
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<td>Mar 28, 2024</td>
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<td>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-005')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 5')"></i>
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<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
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</td>
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</tr>
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<tr>
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<td>POL-2024-006</td>
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<td>Quarterly Budget Policy</td>
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<td>Corporate</td>
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<td>Lisa Chen</td>
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<td class="priority-high">High</td>
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<td><span class="task-status status-pending">Pending</span></td>
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<td>Mar 30, 2024</td>
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<td>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-006')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 6')"></i>
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<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
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||||
</td>
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||||
</tr>
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||||
<tr>
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||||
<td>POL-2024-007</td>
|
||||
<td>Product Launch Policy</td>
|
||||
<td>Enterprise</td>
|
||||
<td>Alex Rodriguez</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-in-progress">In Progress</span></td>
|
||||
<td>Mar 27, 2024</td>
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||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-007')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 7')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-008</td>
|
||||
<td>Customer Survey Policy</td>
|
||||
<td>Small Business</td>
|
||||
<td>Maria Garcia</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-completed">Completed</span></td>
|
||||
<td>Mar 18, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-008')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 8')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-009</td>
|
||||
<td>Website License Policy</td>
|
||||
<td>Corporate</td>
|
||||
<td>James Wilson</td>
|
||||
<td class="priority-low">Low</td>
|
||||
<td><span class="task-status status-overdue">Overdue</span></td>
|
||||
<td>Mar 12, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-009')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 9')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-010</td>
|
||||
<td>Sales Team License Policy</td>
|
||||
<td>Enterprise</td>
|
||||
<td>Rachel Kim</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-in-progress">In Progress</span></td>
|
||||
<td>Mar 29, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-010')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 10')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-011</td>
|
||||
<td>Marketing Campaign Policy</td>
|
||||
<td>Corporate</td>
|
||||
<td>Tom Anderson</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-pending">Pending</span></td>
|
||||
<td>Mar 26, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-011')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 11')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-012</td>
|
||||
<td>Inventory System Policy</td>
|
||||
<td>Enterprise</td>
|
||||
<td>Patricia Martinez</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-completed">Completed</span></td>
|
||||
<td>Mar 19, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-012')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 12')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-013</td>
|
||||
<td>Client Portal Policy</td>
|
||||
<td>Corporate</td>
|
||||
<td>Chris Taylor</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-in-progress">In Progress</span></td>
|
||||
<td>Mar 28, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-013')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 13')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-014</td>
|
||||
<td>Performance Tool Policy</td>
|
||||
<td>Small Business</td>
|
||||
<td>Sophie Clark</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-overdue">Overdue</span></td>
|
||||
<td>Mar 14, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-014')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 14')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-015</td>
|
||||
<td>Sales Strategy Policy</td>
|
||||
<td>Enterprise</td>
|
||||
<td>Daniel White</td>
|
||||
<td class="priority-low">Low</td>
|
||||
<td><span class="task-status status-completed">Completed</span></td>
|
||||
<td>Mar 17, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-015')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 15')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-016</td>
|
||||
<td>CRM License Policy</td>
|
||||
<td>Corporate</td>
|
||||
<td>Olivia Brown</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-pending">Pending</span></td>
|
||||
<td>Mar 27, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-016')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 16')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-017</td>
|
||||
<td>Team Software Policy</td>
|
||||
<td>Small Business</td>
|
||||
<td>Michael Davis</td>
|
||||
<td class="priority-low">Low</td>
|
||||
<td><span class="task-status status-in-progress">In Progress</span></td>
|
||||
<td>Mar 30, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-017')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 17')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-018</td>
|
||||
<td>Annual License Policy</td>
|
||||
<td>Enterprise</td>
|
||||
<td>Jennifer Lee</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-overdue">Overdue</span></td>
|
||||
<td>Mar 13, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-018')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 18')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-019</td>
|
||||
<td>Sales Tool Policy</td>
|
||||
<td>Corporate</td>
|
||||
<td>Robert Johnson</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-completed">Completed</span></td>
|
||||
<td>Mar 16, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-019')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 19')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>POL-2024-020</td>
|
||||
<td>Market Research Tool Policy</td>
|
||||
<td>Enterprise</td>
|
||||
<td>Emily Wilson</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-in-progress">In Progress</span></td>
|
||||
<td>Mar 29, 2024</td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-020')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 20')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
</tbody>
|
||||
</table>
|
||||
|
||||
<!-- Modal for details -->
|
||||
<div id="detailsModal" class="modal">
|
||||
<div class="modal-content">
|
||||
<span class="close-modal" onclick="closeModal()">×</span>
|
||||
<h2>Policy Details</h2>
|
||||
<div id="modalDetails" class="modal-details">
|
||||
<!-- Details will be populated by JavaScript -->
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<!-- Diagram Modal -->
|
||||
<div id="diagramModal" class="modal">
|
||||
<div class="modal-content" style="max-width: 1400px; width: 90%; margin: 2% auto; max-height: 96vh; overflow-y: auto;">
|
||||
<div class="modal-header" style="padding: 1rem 2rem; border-bottom: 1px solid #eee; position: sticky; top: 0; background: white; z-index: 1;">
|
||||
<h2>Renewal Diagram</h2>
|
||||
</div>
|
||||
<div class="modal-body" style="padding: 2rem;">
|
||||
<div style="display: flex; gap: 2rem; margin-bottom: 2rem;">
|
||||
<div id="diagramPlaceholder" style="flex: 2; height: 600px; background-color: #f8f9fa; border: 2px dashed #ccc; display: flex; align-items: center; justify-content: center;">
|
||||
<p style="color: #666;">Diagram placeholder - Image will be added here</p>
|
||||
</div>
|
||||
<div class="diagram-info" style="flex: 1; padding: 1.5rem; background-color: #f8f9fa; border-radius: 4px;">
|
||||
<div class="next-steps" style="margin-bottom: 2rem;">
|
||||
<h3 style="margin-bottom: 1rem; color: #2c3e50;">Next Possible Steps for this step</h3>
|
||||
<div style="display: flex; flex-direction: column; gap: 0.75rem;">
|
||||
<button class="next-step-button" style="padding: 0.75rem; background-color: #2c3e50; color: white; border: none; border-radius: 4px; cursor: pointer; display: flex; align-items: center; gap: 0.5rem;">
|
||||
<i class="fas fa-envelope"></i>
|
||||
Message all involved
|
||||
</button>
|
||||
<button class="next-step-button" style="padding: 0.75rem; background-color: #2c3e50; color: white; border: none; border-radius: 4px; cursor: pointer; display: flex; align-items: center; gap: 0.5rem;">
|
||||
<i class="fas fa-file-signature"></i>
|
||||
Get Quote from supplier
|
||||
</button>
|
||||
<button class="next-step-button" style="padding: 0.75rem; background-color: #2c3e50; color: white; border: none; border-radius: 4px; cursor: pointer; display: flex; align-items: center; gap: 0.5rem;">
|
||||
<i class="fas fa-check-circle"></i>
|
||||
Mark as Completed
|
||||
</button>
|
||||
</div>
|
||||
</div>
|
||||
<h3 style="margin-bottom: 1.5rem; color: #2c3e50;">Key Information for this step</h3>
|
||||
<div class="info-field">
|
||||
<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Policy Number</label>
|
||||
<div id="diagramPolicyNumber" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
|
||||
</div>
|
||||
<div class="info-field">
|
||||
<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Status</label>
|
||||
<div id="diagramStatus" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
|
||||
</div>
|
||||
<div class="info-field">
|
||||
<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Expiry Date</label>
|
||||
<div id="diagramExpiry" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
|
||||
</div>
|
||||
<div class="info-field">
|
||||
<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Broker</label>
|
||||
<div id="diagramBroker" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<div class="mail-history" style="background-color: #f8f9fa; border-radius: 4px; padding: 1.5rem;">
|
||||
<div style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 1.5rem;">
|
||||
<h3 style="color: #2c3e50;">Mail History for this step</h3>
|
||||
<button class="clear-mailbox-button" style="padding: 0.5rem 1rem; background-color: #dc3545; color: white; border: none; border-radius: 4px; cursor: pointer; display: flex; align-items: center; gap: 0.5rem; font-size: 0.9rem;">
|
||||
<i class="fas fa-trash-alt"></i>
|
||||
Clear these from my mailbox
|
||||
</button>
|
||||
</div>
|
||||
<div id="mailHistoryList" style="max-height: 300px; overflow-y: auto;">
|
||||
<!-- Mail history items will be populated here -->
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
|
||||
<script>
|
||||
function showDetails(policyNumber) {
|
||||
const modal = document.getElementById('detailsModal');
|
||||
const detailsContainer = document.getElementById('modalDetails');
|
||||
|
||||
// Example details - in a real application, this would come from a database
|
||||
const details = {
|
||||
'POL-2024-001': {
|
||||
'LOB Code': 'PROP',
|
||||
'COB Code': 'FIRE',
|
||||
'Policy Number': 'POL-2024-001',
|
||||
'Policy Holder': 'Acme Corporation',
|
||||
'Policy Holder Name': 'Acme HQ',
|
||||
'Policy Holder Category': 'Corporate',
|
||||
'Policy Holder Phone': '+1 555-123-4567',
|
||||
'Broker Name': 'John Smith',
|
||||
'Date Issued': 'Apr 1, 2023',
|
||||
'Date Effective': 'Apr 1, 2023',
|
||||
'Date Expiry': 'Mar 31, 2024',
|
||||
'Net Premium': '$20,000',
|
||||
'Gross Premium': '$25,000',
|
||||
'Total Premium': '$25,000',
|
||||
'Due Amount': '$5,000',
|
||||
'Claim Count': '2',
|
||||
'Total Claim': '$12,000',
|
||||
'Loss Ratio': '48%',
|
||||
'FAC': 'No',
|
||||
'Product Description': 'Commercial Property Insurance',
|
||||
'Is Group': 'No',
|
||||
'Assigned To': 'Jane Doe',
|
||||
'Priority': 'High'
|
||||
}
|
||||
};
|
||||
|
||||
const policyDetails = details[policyNumber] || {
|
||||
'Policy Number': policyNumber,
|
||||
'Status': 'Details not available'
|
||||
};
|
||||
|
||||
let detailsHTML = '';
|
||||
for (const [key, value] of Object.entries(policyDetails)) {
|
||||
detailsHTML += `
|
||||
<div class="detail-row">
|
||||
<div class="detail-label">${key}</div>
|
||||
<div class="detail-value">${value}</div>
|
||||
</div>
|
||||
`;
|
||||
}
|
||||
|
||||
detailsContainer.innerHTML = detailsHTML;
|
||||
modal.style.display = 'block';
|
||||
}
|
||||
|
||||
function closeModal() {
|
||||
const modal = document.getElementById('detailsModal');
|
||||
modal.style.display = 'none';
|
||||
}
|
||||
|
||||
function openDiagramModal(policyName) {
|
||||
const modal = document.getElementById('diagramModal');
|
||||
const row = event.target.closest('tr');
|
||||
|
||||
// Get the information from the table row
|
||||
const policyNumber = row.cells[0].textContent;
|
||||
const status = row.querySelector('.task-status').textContent;
|
||||
const expiryDate = row.cells[6].textContent;
|
||||
const brokerName = row.cells[3].textContent;
|
||||
|
||||
// Update the information panel
|
||||
document.getElementById('diagramPolicyNumber').textContent = policyNumber;
|
||||
document.getElementById('diagramStatus').textContent = status;
|
||||
document.getElementById('diagramExpiry').textContent = expiryDate;
|
||||
document.getElementById('diagramBroker').textContent = brokerName;
|
||||
|
||||
// Update mail history (in a real application, this would come from a database)
|
||||
const mailHistoryList = document.getElementById('mailHistoryList');
|
||||
mailHistoryList.innerHTML = `
|
||||
<div class="mail-item" style="padding: 1rem; border-bottom: 1px solid #eee; background-color: white; margin-bottom: 1rem; border-radius: 4px; cursor: pointer;" onclick="window.location.href='mail-detail.html'">
|
||||
<div style="display: flex; justify-content: space-between; margin-bottom: 0.5rem;">
|
||||
<span style="font-weight: 500;">Initial Renewal Notice</span>
|
||||
<span style="color: #666; font-size: 0.9rem;">Mar 15, 2024 10:30 AM</span>
|
||||
</div>
|
||||
<div style="color: #666; font-size: 0.9rem; margin-bottom: 0.5rem;">Sent to: ${brokerName.toLowerCase().replace(' ', '.')}@broker.com</div>
|
||||
<div style="color: #666;">Subject: Policy Renewal Notice - ${policyNumber}</div>
|
||||
</div>
|
||||
<div class="mail-item" style="padding: 1rem; border-bottom: 1px solid #eee; background-color: white; margin-bottom: 1rem; border-radius: 4px; cursor: pointer;" onclick="window.location.href='mail-detail.html'">
|
||||
<div style="display: flex; justify-content: space-between; margin-bottom: 0.5rem;">
|
||||
<span style="font-weight: 500;">Follow-up Reminder</span>
|
||||
<span style="color: #666; font-size: 0.9rem;">Mar 22, 2024 02:15 PM</span>
|
||||
</div>
|
||||
<div style="color: #666; font-size: 0.9rem; margin-bottom: 0.5rem;">Sent to: ${brokerName.toLowerCase().replace(' ', '.')}@broker.com</div>
|
||||
<div style="color: #666;">Subject: Reminder: Policy Renewal Due - ${policyNumber}</div>
|
||||
</div>
|
||||
`;
|
||||
|
||||
modal.style.display = 'block';
|
||||
}
|
||||
|
||||
function closeDiagramModal() {
|
||||
const modal = document.getElementById('diagramModal');
|
||||
modal.style.display = 'none';
|
||||
}
|
||||
|
||||
// Close modal when clicking outside
|
||||
window.onclick = function(event) {
|
||||
const detailsModal = document.getElementById('detailsModal');
|
||||
const diagramModal = document.getElementById('diagramModal');
|
||||
if (event.target == detailsModal) {
|
||||
detailsModal.style.display = 'none';
|
||||
}
|
||||
if (event.target == diagramModal) {
|
||||
diagramModal.style.display = 'none';
|
||||
}
|
||||
}
|
||||
</script>
|
||||
</div>
|
||||
</main>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user