573 lines
22 KiB
HTML
573 lines
22 KiB
HTML
<!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>My Tasks - SFA Tool</title>
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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;
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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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.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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.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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.due-date {
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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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.due-date.overdue {
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color: #d32f2f;
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}
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.due-date.upcoming {
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color: #f57c00;
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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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background-color: white;
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margin: 5% auto;
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padding: 2rem;
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border-radius: 8px;
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max-width: 800px;
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position: relative;
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max-height: 90vh;
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overflow-y: auto;
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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: 1.5rem;
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}
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.detail-row {
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display: flex;
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padding: 0.75rem;
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border-bottom: 1px solid #eee;
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}
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.detail-row:last-child {
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border-bottom: none;
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}
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.detail-label {
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flex: 1;
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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: 2;
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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">Renewals</a>
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<a href="my-tasks.html" class="active">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>My Tasks</h2>
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</div>
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<div class="task-filters">
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<button class="filter-button">All Tasks</button>
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<button class="filter-button">In Progress</button>
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<button class="filter-button">Pending</button>
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<button class="filter-button">Overdue</button>
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<button class="filter-button">Completed</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>Task Type</th>
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<th>Policy Number</th>
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<th>Description</th>
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<th>Due Date</th>
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<th>Priority</th>
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<th>Status</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>Review Quote</td>
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<td>POL-2024-001</td>
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<td>Review and approve quote for Q1 Sales Report Policy</td>
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<td>
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<div class="due-date overdue">
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<i class="fas fa-exclamation-circle"></i>
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Mar 25, 2024
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</div>
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</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>
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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>Follow-up</td>
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<td>POL-2024-007</td>
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<td>Follow up with broker regarding Product Launch Policy</td>
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<td>
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<div class="due-date upcoming">
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<i class="fas fa-clock"></i>
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Mar 28, 2024
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</div>
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</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>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-007')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 7')"></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>Document Review</td>
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<td>POL-2024-013</td>
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<td>Review updated documents for Client Portal Policy</td>
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<td>
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<div class="due-date">
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<i class="fas fa-calendar"></i>
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Mar 30, 2024
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</div>
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</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>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-013')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 13')"></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>Approval</td>
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<td>POL-2024-020</td>
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<td>Approve final terms for Market Research Tool Policy</td>
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<td>
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<div class="due-date">
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<i class="fas fa-calendar"></i>
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Apr 2, 2024
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</div>
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</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>
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<i class="fas fa-eye action-icon" onclick="showDetails('POL-2024-020')"></i>
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<i class="fas fa-project-diagram action-icon" onclick="openDiagramModal('Policy 20')"></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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</tbody>
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</table>
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</div>
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</main>
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<!-- Modal for details -->
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<div id="detailsModal" class="modal">
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<div class="modal-content">
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<span class="close-modal" onclick="closeModal()">×</span>
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<h2>Policy Details</h2>
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<div id="modalDetails" class="modal-details">
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<!-- Details will be populated by JavaScript -->
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</div>
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</div>
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</div>
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<!-- Diagram Modal -->
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<div id="diagramModal" class="modal">
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<div class="modal-content" style="max-width: 1400px; width: 90%; margin: 2% auto;">
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<div class="modal-header" style="padding: 1rem 2rem; border-bottom: 1px solid #eee;">
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<h2>Renewal Diagram</h2>
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</div>
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<div class="modal-body" style="padding: 2rem;">
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<div style="display: flex; gap: 2rem; margin-bottom: 2rem;">
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<div id="diagramPlaceholder" style="flex: 2; height: 600px; background-color: #f8f9fa; border: 2px dashed #ccc; display: flex; align-items: center; justify-content: center;">
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<p style="color: #666;">Diagram placeholder - Image will be added here</p>
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</div>
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<div class="diagram-info" style="flex: 1; padding: 1.5rem; background-color: #f8f9fa; border-radius: 4px;">
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<div class="next-steps" style="margin-bottom: 2rem;">
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<h3 style="margin-bottom: 1rem; color: #2c3e50;">Next Possible Steps for this step</h3>
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<div style="display: flex; flex-direction: column; gap: 0.75rem;">
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<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;">
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<i class="fas fa-envelope"></i>
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Message all involved
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</button>
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<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;">
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<i class="fas fa-file-signature"></i>
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Get Quote from supplier
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</button>
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<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;">
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<i class="fas fa-check-circle"></i>
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Mark as Completed
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</button>
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</div>
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</div>
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<h3 style="margin-bottom: 1.5rem; color: #2c3e50;">Key Information for this step</h3>
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<div class="info-field">
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<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Policy Number</label>
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<div id="diagramPolicyNumber" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
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</div>
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<div class="info-field">
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<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Status</label>
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<div id="diagramStatus" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
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</div>
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<div class="info-field">
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<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Expiry Date</label>
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<div id="diagramExpiry" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
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</div>
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<div class="info-field">
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<label style="display: block; color: #666; font-size: 0.9rem; margin-bottom: 0.25rem;">Broker</label>
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<div id="diagramBroker" style="font-weight: 500; margin-bottom: 1.5rem;">-</div>
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</div>
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</div>
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</div>
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<div class="mail-history" style="background-color: #f8f9fa; border-radius: 4px; padding: 1.5rem;">
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<div style="display: flex; justify-content: space-between; align-items: center; margin-bottom: 1.5rem;">
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<h3 style="color: #2c3e50;">Mail History for this step</h3>
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<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;">
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<i class="fas fa-trash-alt"></i>
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Clear these from my mailbox
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</button>
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</div>
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<div id="mailHistoryList" style="max-height: 300px; overflow-y: auto;">
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<!-- Mail history items will be populated here -->
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</div>
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</div>
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</div>
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</div>
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</div>
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<script>
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function showDetails(policyNumber) {
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const modal = document.getElementById('detailsModal');
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const detailsContainer = document.getElementById('modalDetails');
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// Example details - in a real application, this would come from a database
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const details = {
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'POL-2024-001': {
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'LOB Code': 'PROP',
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'COB Code': 'FIRE',
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'Policy Number': 'POL-2024-001',
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'Policy Holder': 'Acme Corporation',
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'Policy Holder Name': 'Acme HQ',
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'Policy Holder Category': 'Corporate',
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'Policy Holder Phone': '+1 555-123-4567',
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'Broker Name': 'John Smith',
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'Date Issued': 'Apr 1, 2023',
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'Date Effective': 'Apr 1, 2023',
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'Date Expiry': 'Mar 31, 2024',
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'Net Premium': '$20,000',
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'Gross Premium': '$25,000',
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'Total Premium': '$25,000',
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'Due Amount': '$5,000',
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'Claim Count': '2',
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'Total Claim': '$12,000',
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'Loss Ratio': '48%',
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'FAC': 'No',
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'Product Description': 'Commercial Property Insurance',
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'Is Group': 'No',
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'Assigned To': 'Jane Doe'
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}
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};
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const policyDetails = details[policyNumber] || {
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'Policy Number': policyNumber,
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'Status': 'Details not available'
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};
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let detailsHTML = '';
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for (const [key, value] of Object.entries(policyDetails)) {
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detailsHTML += `
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<div class="detail-row">
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<div class="detail-label">${key}</div>
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<div class="detail-value">${value}</div>
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</div>
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`;
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}
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detailsContainer.innerHTML = detailsHTML;
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modal.style.display = 'block';
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}
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function closeModal() {
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const modal = document.getElementById('detailsModal');
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modal.style.display = 'none';
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}
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function openDiagramModal(policyName) {
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const modal = document.getElementById('diagramModal');
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const row = event.target.closest('tr');
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// Get the information from the table row
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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> |