Initial commit: SFA Tool mockup with renewal management features
This commit is contained in:
573
my-tasks.html
Normal file
573
my-tasks.html
Normal file
@@ -0,0 +1,573 @@
|
||||
<!DOCTYPE html>
|
||||
<html lang="en">
|
||||
<head>
|
||||
<meta charset="UTF-8">
|
||||
<meta name="viewport" content="width=device-width, initial-scale=1.0">
|
||||
<title>My Tasks - SFA Tool</title>
|
||||
<link rel="stylesheet" href="https://cdnjs.cloudflare.com/ajax/libs/font-awesome/6.5.1/css/all.min.css">
|
||||
<style>
|
||||
* {
|
||||
margin: 0;
|
||||
padding: 0;
|
||||
box-sizing: border-box;
|
||||
font-family: 'Segoe UI', Tahoma, Geneva, Verdana, sans-serif;
|
||||
}
|
||||
|
||||
body {
|
||||
background-color: #f5f5f5;
|
||||
color: #333;
|
||||
line-height: 1.6;
|
||||
padding-top: 60px;
|
||||
}
|
||||
|
||||
.container {
|
||||
max-width: 1600px;
|
||||
margin: 0 auto;
|
||||
padding: 0.5rem 1rem;
|
||||
}
|
||||
|
||||
header {
|
||||
background-color: #2c3e50;
|
||||
color: white;
|
||||
padding: 0.5rem 0;
|
||||
position: fixed;
|
||||
top: 0;
|
||||
left: 0;
|
||||
right: 0;
|
||||
z-index: 1000;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.1);
|
||||
}
|
||||
|
||||
.header-content {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
}
|
||||
|
||||
h1 {
|
||||
font-size: 1.25rem;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
nav {
|
||||
display: flex;
|
||||
gap: 1.5rem;
|
||||
}
|
||||
|
||||
nav a {
|
||||
color: white;
|
||||
text-decoration: none;
|
||||
padding: 0.25rem 0.75rem;
|
||||
border-radius: 4px;
|
||||
transition: background-color 0.2s;
|
||||
font-size: 0.9rem;
|
||||
}
|
||||
|
||||
nav a:hover {
|
||||
background-color: rgba(255, 255, 255, 0.1);
|
||||
}
|
||||
|
||||
nav a.active {
|
||||
background-color: rgba(255, 255, 255, 0.2);
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.content {
|
||||
background-color: #fff;
|
||||
padding: 2rem;
|
||||
border-radius: 8px;
|
||||
box-shadow: 0 2px 4px rgba(0,0,0,0.1);
|
||||
margin-top: 1.5rem;
|
||||
}
|
||||
|
||||
.task-header {
|
||||
display: flex;
|
||||
justify-content: space-between;
|
||||
align-items: center;
|
||||
margin-bottom: 1.5rem;
|
||||
}
|
||||
|
||||
.task-filters {
|
||||
display: flex;
|
||||
gap: 1rem;
|
||||
margin-bottom: 1.5rem;
|
||||
flex-wrap: wrap;
|
||||
}
|
||||
|
||||
.filter-button {
|
||||
padding: 0.5rem 1rem;
|
||||
border: 1px solid #ddd;
|
||||
border-radius: 4px;
|
||||
background: white;
|
||||
cursor: pointer;
|
||||
font-size: 0.9rem;
|
||||
}
|
||||
|
||||
.filter-button:hover {
|
||||
background: #f5f5f5;
|
||||
}
|
||||
|
||||
.task-table {
|
||||
width: 100%;
|
||||
border-collapse: collapse;
|
||||
margin-top: 1rem;
|
||||
}
|
||||
|
||||
.task-table th {
|
||||
background: #f8f9fa;
|
||||
padding: 0.75rem;
|
||||
text-align: left;
|
||||
font-weight: 500;
|
||||
color: #666;
|
||||
border-bottom: 2px solid #eee;
|
||||
}
|
||||
|
||||
.task-table td {
|
||||
padding: 0.75rem;
|
||||
border-bottom: 1px solid #eee;
|
||||
vertical-align: middle;
|
||||
}
|
||||
|
||||
.task-table tr:hover {
|
||||
background-color: #f8f9fa;
|
||||
}
|
||||
|
||||
.task-status {
|
||||
padding: 0.25rem 0.5rem;
|
||||
border-radius: 4px;
|
||||
font-size: 0.8rem;
|
||||
display: inline-block;
|
||||
}
|
||||
|
||||
.status-in-progress {
|
||||
background: #e3f2fd;
|
||||
color: #1976d2;
|
||||
}
|
||||
|
||||
.status-pending {
|
||||
background: #fff3e0;
|
||||
color: #f57c00;
|
||||
}
|
||||
|
||||
.status-completed {
|
||||
background: #e8f5e9;
|
||||
color: #388e3c;
|
||||
}
|
||||
|
||||
.status-overdue {
|
||||
background: #ffebee;
|
||||
color: #d32f2f;
|
||||
}
|
||||
|
||||
.priority-high {
|
||||
color: #d32f2f;
|
||||
font-weight: 500;
|
||||
}
|
||||
|
||||
.priority-medium {
|
||||
color: #f57c00;
|
||||
}
|
||||
|
||||
.priority-low {
|
||||
color: #388e3c;
|
||||
}
|
||||
|
||||
.action-icon {
|
||||
cursor: pointer;
|
||||
font-size: 1.2rem;
|
||||
color: #2c3e50;
|
||||
transition: color 0.2s;
|
||||
padding: 0.5rem;
|
||||
border-radius: 4px;
|
||||
}
|
||||
|
||||
.action-icon:hover {
|
||||
color: #34495e;
|
||||
background-color: #f8f9fa;
|
||||
}
|
||||
|
||||
.due-date {
|
||||
display: flex;
|
||||
align-items: center;
|
||||
gap: 0.5rem;
|
||||
}
|
||||
|
||||
.due-date.overdue {
|
||||
color: #d32f2f;
|
||||
}
|
||||
|
||||
.due-date.upcoming {
|
||||
color: #f57c00;
|
||||
}
|
||||
|
||||
/* Modal styles */
|
||||
.modal {
|
||||
display: none;
|
||||
position: fixed;
|
||||
top: 0;
|
||||
left: 0;
|
||||
width: 100%;
|
||||
height: 100%;
|
||||
background-color: rgba(0, 0, 0, 0.5);
|
||||
z-index: 1000;
|
||||
}
|
||||
|
||||
.modal-content {
|
||||
background-color: white;
|
||||
margin: 5% auto;
|
||||
padding: 2rem;
|
||||
border-radius: 8px;
|
||||
max-width: 800px;
|
||||
position: relative;
|
||||
max-height: 90vh;
|
||||
overflow-y: auto;
|
||||
}
|
||||
|
||||
.close-modal {
|
||||
position: absolute;
|
||||
right: 1rem;
|
||||
top: 1rem;
|
||||
font-size: 1.5rem;
|
||||
cursor: pointer;
|
||||
color: #666;
|
||||
}
|
||||
|
||||
.close-modal:hover {
|
||||
color: #333;
|
||||
}
|
||||
|
||||
.modal-details {
|
||||
margin-top: 1.5rem;
|
||||
}
|
||||
|
||||
.detail-row {
|
||||
display: flex;
|
||||
padding: 0.75rem;
|
||||
border-bottom: 1px solid #eee;
|
||||
}
|
||||
|
||||
.detail-row:last-child {
|
||||
border-bottom: none;
|
||||
}
|
||||
|
||||
.detail-label {
|
||||
flex: 1;
|
||||
font-weight: 500;
|
||||
color: #666;
|
||||
}
|
||||
|
||||
.detail-value {
|
||||
flex: 2;
|
||||
}
|
||||
</style>
|
||||
</head>
|
||||
<body>
|
||||
<header>
|
||||
<div class="container">
|
||||
<div class="header-content">
|
||||
<h1>SFA Tool</h1>
|
||||
<nav>
|
||||
<a href="index.html">Renewals</a>
|
||||
<a href="my-tasks.html" class="active">My Tasks</a>
|
||||
<a href="profile.html">Profile Settings</a>
|
||||
</nav>
|
||||
</div>
|
||||
</div>
|
||||
</header>
|
||||
|
||||
<main class="container">
|
||||
<div class="content">
|
||||
<div class="task-header">
|
||||
<h2>My Tasks</h2>
|
||||
</div>
|
||||
|
||||
<div class="task-filters">
|
||||
<button class="filter-button">All Tasks</button>
|
||||
<button class="filter-button">In Progress</button>
|
||||
<button class="filter-button">Pending</button>
|
||||
<button class="filter-button">Overdue</button>
|
||||
<button class="filter-button">Completed</button>
|
||||
</div>
|
||||
|
||||
<table class="task-table">
|
||||
<thead>
|
||||
<tr>
|
||||
<th>Task Type</th>
|
||||
<th>Policy Number</th>
|
||||
<th>Description</th>
|
||||
<th>Due Date</th>
|
||||
<th>Priority</th>
|
||||
<th>Status</th>
|
||||
<th>Actions</th>
|
||||
</tr>
|
||||
</thead>
|
||||
<tbody>
|
||||
<tr>
|
||||
<td>Review Quote</td>
|
||||
<td>POL-2024-001</td>
|
||||
<td>Review and approve quote for Q1 Sales Report Policy</td>
|
||||
<td>
|
||||
<div class="due-date overdue">
|
||||
<i class="fas fa-exclamation-circle"></i>
|
||||
Mar 25, 2024
|
||||
</div>
|
||||
</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-overdue">Overdue</span></td>
|
||||
<td>
|
||||
<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-001')"></i>
|
||||
<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 1')"></i>
|
||||
<i class="fas fa-envelope action-icon" onclick="window.location.href='renewal-mails.html'"></i>
|
||||
</td>
|
||||
</tr>
|
||||
<tr>
|
||||
<td>Follow-up</td>
|
||||
<td>POL-2024-007</td>
|
||||
<td>Follow up with broker regarding Product Launch Policy</td>
|
||||
<td>
|
||||
<div class="due-date upcoming">
|
||||
<i class="fas fa-clock"></i>
|
||||
Mar 28, 2024
|
||||
</div>
|
||||
</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-pending">Pending</span></td>
|
||||
<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>Document Review</td>
|
||||
<td>POL-2024-013</td>
|
||||
<td>Review updated documents for Client Portal Policy</td>
|
||||
<td>
|
||||
<div class="due-date">
|
||||
<i class="fas fa-calendar"></i>
|
||||
Mar 30, 2024
|
||||
</div>
|
||||
</td>
|
||||
<td class="priority-high">High</td>
|
||||
<td><span class="task-status status-in-progress">In Progress</span></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>Approval</td>
|
||||
<td>POL-2024-020</td>
|
||||
<td>Approve final terms for Market Research Tool Policy</td>
|
||||
<td>
|
||||
<div class="due-date">
|
||||
<i class="fas fa-calendar"></i>
|
||||
Apr 2, 2024
|
||||
</div>
|
||||
</td>
|
||||
<td class="priority-medium">Medium</td>
|
||||
<td><span class="task-status status-pending">Pending</span></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>
|
||||
</div>
|
||||
</main>
|
||||
|
||||
<!-- 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;">
|
||||
<div class="modal-header" style="padding: 1rem 2rem; border-bottom: 1px solid #eee;">
|
||||
<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': '$12,000',
|
||||
'Loss Ratio': '48%',
|
||||
'FAC': 'No',
|
||||
'Product Description': 'Commercial Property Insurance',
|
||||
'Is Group': 'No',
|
||||
'Assigned To': 'Jane Doe'
|
||||
}
|
||||
};
|
||||
|
||||
const policyDetails = details[policyNumber] || {
|
||||
'Policy Number': policyNumber,
|
||||
'Status': 'Details not available'
|
||||
};
|
||||
|
||||
let detailsHTML = '';
|
||||
for (const [key, value] of Object.entries(policyDetails)) {
|
||||
detailsHTML += `
|
||||
<div class="detail-row">
|
||||
<div class="detail-label">${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[1].textContent;
|
||||
const status = row.querySelector('.task-status').textContent;
|
||||
const dueDate = row.querySelector('.due-date').textContent.trim();
|
||||
const brokerName = "John Smith"; // This would come from the database in a real application
|
||||
|
||||
// Update the information panel
|
||||
document.getElementById('diagramPolicyNumber').textContent = policyNumber;
|
||||
document.getElementById('diagramStatus').textContent = status;
|
||||
document.getElementById('diagramExpiry').textContent = dueDate;
|
||||
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 - ${policyNumber}</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 - ${policyNumber}</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>
|
||||
</body>
|
||||
</html>
|
||||
Reference in New Issue
Block a user