Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

app/Config/Acl.php

@@ -44,7 +44,7 @@ class Acl
         '#^/sendDataToTPA#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, ACCOUNT_MANAGER_ROLE_ID, MANAGER_ROLE_ID]],
         '#^/swagger#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, ACCOUNT_MANAGER_ROLE_ID, MANAGER_ROLE_ID]],
         '#^/viewClaimFile#' => ['roles' => [ADMIN_ROLE_ID, HEAD_ROLE_ID, ACCOUNT_MANAGER_ROLE_ID, MANAGER_ROLE_ID, STAFF_ROLE_ID]],
-
+        '#^/employee/tpaReportsDashboard#' => ['roles' => [ACCOUNT_MANAGER_ROLE_ID]],
 
 
 

app/Config/Routes.php

@@ -35,6 +35,7 @@ $routes->get('/fedeploy', 'DeployController::fedeploy_view', ['filter' => 'authM
 $routes->post('/fedeploy', 'DeployController::fedeploy', ['filter' => 'authMVC']);
 $routes->get('/visitOffBoardCheck', 'EmployeeController::visitOffBoardCheck');
 $routes->get('/metaDashboardDemo', 'TestingController::metaDashboardDemo');
+$routes->get('/apacheSuperSetDemo', 'TestingController::apacheSuperSetDemo');
 $routes->get('/metaTpaDashboardDemo', 'TestingController::metaTpaDashboardDemo');
 
 // Reminder Mail Notification
@@ -49,6 +50,7 @@ $routes->get("updatajson", "EmpDataServiceController::updatajson");
 $routes->get("view", "EmployeeController::viewECard/$1");
 $routes->get("checkWellnessOnboardStatus/(:any)", "EmployeeController::checkWellnessOnboardStatus/$1");
 $routes->get("initiateWellnessOnboard/(:any)", "EmployeeController::initiateWellnessOnboard/$1");
+$routes->get("resetWellnessOnboard/(:any)", "EmployeeController::resetWellnessOnboard/$1");
 $routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
 $routes->get("testMailAttachments", "ClientController::testMailAttachments");
 $routes->get("updatePolicyTermsKey", "ClientController::updatePolicyTermsKey");
@@ -136,6 +138,7 @@ $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
     $routes->get('view_deposit/(:num)', 'ClientController::view_Deposit/$1');
     $routes->get('createtransaction', 'ClientController::createtransaction');
     $routes->post('save_deposit', 'ClientController::saveDeposit');
+    $routes->post('update_deposit_amount', 'ClientController::updateDepositAmount');
     $routes->post("saveApiData", "ClientController::saveApiData");
     $routes->get("generateToken","ClientController::sendToken");
     // $routes->get('view_Deposit/(:num)/(:num)','ClientController/view_Deposit/$1/$2');
@@ -239,7 +242,7 @@ $routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
     $routes->get("bulkGenerateEcardAndStoreinS3", "EmployeeController::bulkGenerateEcardAndStoreinS3");
     $routes->get('clearCdSession', 'EmployeeController::clearCdSession');
     $routes->get('checkSessionStatus', 'EmployeeController::checkSessionStatus');
-
+    $routes->get("tpaReportsDashboard", "EmployeeController::tpaReportsDashboard");
 });
 
 
@@ -459,6 +462,15 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get('insertSampleTpaApiData/(:any)', 'TestingController::insertSampleTpaApiData/$1'); 
     $routes->get('listEmployeeCountByClientPolicy', 'TestingController::listEmployeeCountByClientPolicy'); 
     $routes->get('testMediAssistWellness','TestingController::testMediAssistWellness');
+
+    $routes->group('claims-collection-v2', static function ($routes) {
+        $routes->get('preview', 'ClaimsCollectionV2DashboardController::preview');
+        $routes->get('preview/(:num)', 'ClaimsCollectionV2DashboardController::preview/$1');
+        $routes->get('kpi/(:segment)', 'ClaimsCollectionV2DashboardController::kpi/$1');
+        $routes->get('all', 'ClaimsCollectionV2DashboardController::all');
+        $routes->get('debug', 'ClaimsCollectionV2DashboardController::debug');
+        $routes->get('debug/(:num)', 'ClaimsCollectionV2DashboardController::debug/$1');
+    });
 });
 
 $routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
@@ -766,6 +778,15 @@ $routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'ratel
     $routes->get("downloadPolicyFiles", "EmployeeRestController::downloadPolicyFiles");
     $routes->post("bulkEcardDownloadAsZip", "EmployeeRestController::bulkEcardDownloadAsZip");
     $routes->get("downloadSampleExcel/(:any)", "EmployeeController::downloadSampleExcelFile/$1");
+
+    $routes->group('claims-collection-v2', static function ($routes) {
+        $routes->get('preview', 'ClaimsCollectionV2DashboardController::preview');
+        $routes->get('preview/(:num)', 'ClaimsCollectionV2DashboardController::preview/$1');
+        $routes->get('kpi/(:segment)', 'ClaimsCollectionV2DashboardController::kpi/$1');
+        $routes->get('all', 'ClaimsCollectionV2DashboardController::all');
+        $routes->get('debug', 'ClaimsCollectionV2DashboardController::debug');
+        $routes->get('debug/(:num)', 'ClaimsCollectionV2DashboardController::debug/$1');
+    });
 });
 
 $routes->post("bulkEcardDownloadAsZip", "EmployeeRestController::bulkEcardDownloadAsZip");

app/Controllers/ClaimsCollectionV2DashboardController.php

@@ -0,0 +1,166 @@
+<?php
+
+namespace App\Controllers;
+
+use App\Models\ClaimsCollectionV2DashboardModel;
+use CodeIgniter\API\ResponseTrait;
+
+/**
+ * Claims Collection V2 KPI API (Metabase SQL as model methods).
+ */
+class ClaimsCollectionV2DashboardController extends BaseController
+{
+    use ResponseTrait;
+
+    /**
+     * Resolve policy id from request; optional $fallback (e.g. route default for debug only).
+     */
+    protected function resolvePolicyId(?int $fallback = null): int
+    {
+        $id = (int) (
+            $this->request->getGet('client_policy')
+            ?? $this->request->getGet('client_policy_id')
+            ?? $this->request->getPost('client_policy')
+            ?? $this->request->getPost('client_policy_id')
+            ?? 0
+        );
+
+        if ($id > 0) {
+            return $id;
+        }
+
+        if ($fallback !== null && $fallback > 0) {
+            return $fallback;
+        }
+
+        return 0;
+    }
+
+    /**
+     * Resolve KPI by Metabase numeric id or method slug.
+     */
+    protected function resolveKpiMethod(string $kpiKey): ?string
+    {
+        $kpiKey = trim($kpiKey);
+        if ($kpiKey === '') {
+            return null;
+        }
+
+        if (in_array($kpiKey, ClaimsCollectionV2DashboardModel::KPI_MAP, true)) {
+            return $kpiKey;
+        }
+
+        if (ctype_digit($kpiKey)) {
+            $id = (int) $kpiKey;
+            return ClaimsCollectionV2DashboardModel::KPI_MAP[$id] ?? null;
+        }
+
+        return null;
+    }
+
+    /**
+     * JSON: single KPI by slug (e.g. incurred_ratio) or Metabase id (e.g. 207).
+     * Requires client_policy or client_policy_id.
+     */
+    public function kpi(string $kpiMethod = '')
+    {
+        $policyId = $this->resolvePolicyId();
+
+        if ($policyId <= 0) {
+            return $this->respond([
+                'status'  => false,
+                'message' => 'client_policy or client_policy_id is required.',
+            ], 422);
+        }
+
+        $kpiMethod = $this->resolveKpiMethod($kpiMethod);
+        if ($kpiMethod === null) {
+            return $this->respond([
+                'status'  => false,
+                'message' => 'Unknown KPI. Pass Metabase id or method slug.',
+                'allowed' => ClaimsCollectionV2DashboardModel::KPI_MAP,
+            ], 404);
+        }
+
+        $model = new ClaimsCollectionV2DashboardModel();
+        $metabaseId = array_search($kpiMethod, ClaimsCollectionV2DashboardModel::KPI_MAP, true);
+
+        return $this->respond([
+            'status'      => true,
+            'policy_id'   => $policyId,
+            'kpi_id'      => $metabaseId !== false ? (int) $metabaseId : null,
+            'kpi'         => $kpiMethod,
+            'label'       => ClaimsCollectionV2DashboardModel::KPI_LABELS[$kpiMethod] ?? $kpiMethod,
+            'rows'        => $model->getKpi($kpiMethod, $policyId),
+        ]);
+    }
+
+    /**
+     * JSON: all KPIs. Requires client_policy or client_policy_id.
+     */
+    public function all()
+    {
+        $policyId = $this->resolvePolicyId();
+
+        if ($policyId <= 0) {
+            return $this->respond([
+                'status'  => false,
+                'message' => 'client_policy or client_policy_id is required.',
+            ], 422);
+        }
+
+        $model = new ClaimsCollectionV2DashboardModel();
+
+        return $this->respond([
+            'status'    => true,
+            'policy_id' => $policyId,
+            'data'      => $model->getAllKpis($policyId),
+        ]);
+    }
+
+    /**
+     * Admin preview UI (authMVC only) — KPI grid for manual testing.
+     * Default policy id only in method signature; override via query or /preview/{id}.
+     */
+    public function preview(int $policyId = 4687)
+    {
+        $policyId = $this->resolvePolicyId($policyId);
+        $path     = $this->request->getUri()->getPath();
+        $isJwt    = stripos($path, 'employeeRest') !== false;
+        $prefix   = $isJwt ? 'employeeRest/claims-collection-v2' : 'util/claims-collection-v2';
+
+        return view('claims_collection_v2_dashboard', [
+            'policy_id'   => $policyId,
+            'kpi_map'     => ClaimsCollectionV2DashboardModel::KPI_MAP,
+            'kpi_labels'  => ClaimsCollectionV2DashboardModel::KPI_LABELS,
+            'api_all_url' => base_url($prefix . '/all'),
+            'api_kpi_url' => base_url($prefix . '/kpi'),
+        ]);
+    }
+
+    /**
+     * Admin check only: raw JSON on screen (no dashboard UI).
+     * Default policy id only here; override via ?client_policy= or /debug/{id}.
+     */
+    public function debug(int $policyId = 4687)
+    {
+        $policyId = $this->resolvePolicyId($policyId);
+
+        if ($policyId <= 0) {
+            return $this->response
+                ->setStatusCode(422)
+                ->setBody('client_policy or client_policy_id is required.');
+        }
+
+        $model = new ClaimsCollectionV2DashboardModel();
+        $body  = json_encode([
+            'status'    => true,
+            'policy_id' => $policyId,
+            'data'      => $model->getAllKpis($policyId),
+        ], JSON_PRETTY_PRINT | JSON_UNESCAPED_UNICODE);
+
+        return $this->response
+            ->setHeader('Content-Type', 'application/json; charset=UTF-8')
+            ->setBody($body);
+    }
+}

app/Controllers/ClientController.php

@@ -902,6 +902,109 @@ class ClientController extends AdminController
         return $this->response->setJSON(['success' => $response['success']]);
     }
 
+    public function updateDepositAmount()
+    {
+        $rules = [
+            'deposit_id' => 'required|is_natural_no_zero',
+            'amount' => 'required|numeric|greater_than_equal_to[0]',
+            'transaction_type' => 'required|in_list[Credit,Debit]',
+            'client_id' => 'required',
+            'insurer_id' => 'required|is_natural_no_zero',
+            'cd_ac_pk' => 'required|is_natural_no_zero',
+        ];
+
+        if (! $this->validate($rules)) {
+            return $this->response
+                ->setStatusCode(400)
+                ->setJSON([
+                    'status' => 'error',
+                    'message' => 'Input validation failed',
+                    'errors' => $this->validator->getErrors(),
+                ]);
+        }
+
+        $postData = sanitizeInputArrayAdvanced($this->request->getPost());
+        $depositId = (int) ($postData['deposit_id'] ?? 0);
+        $clientId = $postData['client_id'] ?? null;
+        $insurerId = (int) ($postData['insurer_id'] ?? 0);
+        $cdAcPk = (int) ($postData['cd_ac_pk'] ?? 0);
+        $amount = (float) ($postData['amount'] ?? 0);
+        $transactionType = $postData['transaction_type'] ?? 'Credit';
+        $loggedInUserID = get_session_userid();
+
+        $depositModel = new ClientDepositModel();
+
+        $targetRow = $depositModel
+            ->where('id', $depositId)
+            ->where('client_id', $clientId)
+            ->where('insurer_id', $insurerId)
+            ->where('cd_ac_pk', $cdAcPk)
+            ->where('is_active', 1)
+            ->first();
+
+        if (empty($targetRow)) {
+            return $this->response
+                ->setStatusCode(404)
+                ->setJSON([
+                    'status' => 'error',
+                    'message' => 'Transaction not found for this account.',
+                ]);
+        }
+
+        $existingType = $targetRow['transaction_type'] ?? '';
+        if ($existingType !== $transactionType) {
+            return $this->response
+                ->setStatusCode(400)
+                ->setJSON([
+                    'status' => 'error',
+                    'message' => 'Only ' . $existingType . ' value can be edited for this transaction.',
+                ]);
+        }
+
+        $db = \Config\Database::connect();
+        $db->transBegin();
+
+        $depositModel->update($depositId, [
+            'amount' => $amount,
+            'transaction_type' => $transactionType,
+            'updated_by' => $loggedInUserID,
+        ]);
+
+        $rows = $depositModel
+            ->where('client_id', $clientId)
+            ->where('insurer_id', $insurerId)
+            ->where('cd_ac_pk', $cdAcPk)
+            ->where('is_active', 1)
+            ->orderBy('id', 'ASC')
+            ->findAll();
+
+        $runningBalance = 0.0;
+        foreach ($rows as $row) {
+            $rowAmount = (float) ($row['amount'] ?? 0);
+            $runningBalance += (($row['transaction_type'] ?? '') === 'Credit') ? $rowAmount : -$rowAmount;
+            $depositModel->update((int) $row['id'], [
+                'balance' => $runningBalance,
+                'updated_by' => $loggedInUserID,
+            ]);
+        }
+
+        if ($db->transStatus() === false) {
+            $db->transRollback();
+            return $this->response
+                ->setStatusCode(500)
+                ->setJSON([
+                    'status' => 'error',
+                    'message' => 'Failed to update transaction.',
+                ]);
+        }
+
+        $db->transCommit();
+        return $this->response->setJSON([
+            'status' => 'success',
+            'message' => 'Transaction updated successfully.',
+        ]);
+    }
+
     public function editClientOnboarding($id = null)
     {
 
@@ -6652,7 +6755,7 @@ class ClientController extends AdminController
         // Check in Enrollment (client_policy)
         $client_policy_data = $this->clientPolicyModel
             ->where('is_active', 1)
-            ->where('policy_status', 1)
+            // ->where('policy_status', 1)
             ->where('TRIM(policy_no)', $policy_no)
             ->first();
 
@@ -7312,6 +7415,8 @@ class ClientController extends AdminController
         // dd($res);
 
         $employeeController = new EmployeeController();
+        // $payload = json_decode('{"client_policy_id":"6272"}', true);
+        // $response = $employeeController->initiateWellnessOnboardJob($payload); dd($response);
         // $response = $employeeController->getEmployeeEcardFromTmpFolderAndZipToS3(json_decode('{"batch_no":2,"last_emp_policy_id":"13218","folder_name":"bulk_ecards_IOCL-77448855996699885555_2026-02-05_09-32-22","processed_in_this_batch_data_count":7,"pdf_count":0,"hr_id":"1"}', true));
         // $response = $employeeController->bulkEcardDownloadAsZipFromS3(json_decode('{"client_policy_id":"6066","hr_id":"1"}', true));
         // dd($response);

app/Controllers/Docs/DocsController.php

@@ -63,6 +63,14 @@ class DocsController extends BaseController
                 ['id' => 'tpa-recon',         'label' => 'TPA Recon',             'url' => 'docs/tpa-recon'],
                 ['id' => 'eb-rack-rate-config', 'label' => 'EB rack rate config', 'url' => 'docs/eb-rack-rate-config'],
                 ['id' => 'eb-rack-rate-calculation', 'label' => 'EB rack rate calculation', 'url' => 'docs/eb-rack-rate-calculation'],
+                ['id' => 'bds-insurer-statement', 'label' => 'BDS Insurer statement', 'url' => 'docs/bds-insurer-statement'],
+                ['id' => 'bds-commission', 'label' => 'BDS commission', 'url' => 'docs/bds-commission'],
+                ['id' => 'inception', 'label' => 'Inception', 'url' => 'docs/inception'],
+                ['id' => 'deletion', 'label' => 'Deletion', 'url' => 'docs/deletion'],
+                ['id' => 'correction', 'label' => 'Correction', 'url' => 'docs/correction'],
+                ['id' => 'si-enhancement', 'label' => 'SI Enhancement', 'url' => 'docs/si-enhancement'],
+                ['id' => 'non-eb-opportunities', 'label' => 'Non-EB Opportunities', 'url' => 'docs/non-eb-opportunities'],
+                ['id' => 'non-eb-claims', 'label' => 'Non-EB Claims', 'url' => 'docs/non-eb-claims'],
             ],
         ],
         [
@@ -451,6 +459,226 @@ class DocsController extends BaseController
                 ['label' => 'Related',                          'href' => '#related'],
             ],
             'prev'         => ['label' => 'EB rack rate config', 'url' => 'docs/eb-rack-rate-config'],
+            'next'         => ['label' => 'BDS Insurer statement', 'url' => 'docs/bds-insurer-statement'],
+        ],
+
+        'bds-insurer-statement' => [
+            'view'         => 'docs/bds-insurer-statement',
+            'title'        => 'BDS Insurer statement',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '12 min read',
+            'toc'          => [
+                ['label' => 'Overview',              'href' => '#overview'],
+                ['label' => 'Row validation logic',  'href' => '#row-validation-flowchart'],
+                ['label' => 'Key files and routes',  'href' => '#key-files-routes'],
+                ['label' => 'Statement list UI',     'href' => '#statement-list-ui'],
+                ['label' => 'uploadInsurerStatement','href' => '#upload-flow'],
+                ['label' => 'validateInsurerStatement', 'href' => '#validate-flow'],
+                ['label' => 'Validation steps',      'href' => '#validate-steps', 'level' => 'h3'],
+                ['label' => 'Validation error codes', 'href' => '#validation-errors', 'level' => 'h3'],
+                ['label' => 'updateInsurerStatement', 'href' => '#update-flow'],
+                ['label' => 'Excel column mapping',  'href' => '#excel-columns'],
+                ['label' => 'NHance source query',   'href' => '#nhance-source-query'],
+                ['label' => 'Invoice and delete',    'href' => '#invoice-and-delete'],
+                ['label' => 'Developer steps',       'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',       'href' => '#common-pitfalls'],
+                ['label' => 'Related BDS features',  'href' => '#related-bds'],
+            ],
+            'prev'         => ['label' => 'EB rack rate calculation', 'url' => 'docs/eb-rack-rate-calculation'],
+            'next'         => ['label' => 'BDS commission', 'url' => 'docs/bds-commission'],
+        ],
+
+        'bds-commission' => [
+            'view'         => 'docs/bds-commission',
+            'title'        => 'BDS commission',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '10 min read',
+            'toc'          => [
+                ['label' => 'Overview',           'href' => '#overview'],
+                ['label' => 'Key files',          'href' => '#key-files'],
+                ['label' => 'Routes',             'href' => '#routes'],
+                ['label' => 'Commission file format', 'href' => '#commission-file-format'],
+                ['label' => 'Required columns',   'href' => '#required-columns', 'level' => 'h3'],
+                ['label' => 'Sample rows',        'href' => '#commission-file-samples', 'level' => 'h3'],
+                ['label' => 'Rule upload',        'href' => '#upload-flow'],
+                ['label' => 'Rules editor',       'href' => '#rules-editor'],
+                ['label' => 'Rule JSON shape',    'href' => '#rule-json'],
+                ['label' => 'Calculation API',    'href' => '#calculation-api'],
+                ['label' => 'Developer steps',    'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',    'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'BDS Insurer statement', 'url' => 'docs/bds-insurer-statement'],
+            'next'         => ['label' => 'Inception', 'url' => 'docs/inception'],
+        ],
+
+        'inception' => [
+            'view'         => 'docs/inception',
+            'title'        => 'Inception',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '8 min read',
+            'toc'          => [
+                ['label' => 'Overview',              'href' => '#overview'],
+                ['label' => 'Key files and routes',  'href' => '#key-files-routes'],
+                ['label' => 'Sync vs jobs',          'href' => '#sync-vs-jobs'],
+                ['label' => 'Format validation',     'href' => '#format-validation'],
+                ['label' => 'Format error codes',    'href' => '#format-errors', 'level' => 'h3'],
+                ['label' => 'reason JSON',           'href' => '#reason-json', 'level' => 'h3'],
+                ['label' => 'Data validation',       'href' => '#data-validation'],
+                ['label' => 'Data error codes',      'href' => '#data-errors', 'level' => 'h3'],
+                ['label' => 'Onboard preprocess',    'href' => '#preprocess'],
+                ['label' => 'Excel columns',         'href' => '#excel-columns'],
+                ['label' => 'Family row example',    'href' => '#family-example'],
+                ['label' => 'Developer steps',       'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',       'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'BDS commission', 'url' => 'docs/bds-commission'],
+            'next'         => ['label' => 'Deletion', 'url' => 'docs/deletion'],
+        ],
+
+        'deletion' => [
+            'view'         => 'docs/deletion',
+            'title'        => 'Deletion',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '7 min read',
+            'toc'          => [
+                ['label' => 'Overview',              'href' => '#overview'],
+                ['label' => 'Key files and routes',  'href' => '#key-files-routes'],
+                ['label' => 'Sync vs jobs',          'href' => '#sync-vs-jobs'],
+                ['label' => 'Format validation',     'href' => '#format-validation'],
+                ['label' => 'Format error codes',    'href' => '#format-errors', 'level' => 'h3'],
+                ['label' => 'Data validation',       'href' => '#data-validation'],
+                ['label' => 'employeeDisembark',     'href' => '#disembark'],
+                ['label' => 'TPA auto-deletion',     'href' => '#tpa-auto'],
+                ['label' => 'Excel columns',         'href' => '#excel-columns'],
+                ['label' => 'Row examples',          'href' => '#row-example'],
+                ['label' => 'Developer steps',       'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',       'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'Inception', 'url' => 'docs/inception'],
+            'next'         => ['label' => 'Correction', 'url' => 'docs/correction'],
+        ],
+
+        'correction' => [
+            'view'         => 'docs/correction',
+            'title'        => 'Correction',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '7 min read',
+            'toc'          => [
+                ['label' => 'Overview',              'href' => '#overview'],
+                ['label' => 'Key files and routes',  'href' => '#key-files-routes'],
+                ['label' => 'Sync vs jobs',          'href' => '#sync-vs-jobs'],
+                ['label' => 'Format validation',     'href' => '#format-validation'],
+                ['label' => 'Format error codes',    'href' => '#format-errors', 'level' => 'h3'],
+                ['label' => 'Data validation',       'href' => '#data-validation'],
+                ['label' => 'employeesCorrectionProcess', 'href' => '#correction-process'],
+                ['label' => 'Excel columns',         'href' => '#excel-columns'],
+                ['label' => 'Row examples',          'href' => '#row-example'],
+                ['label' => 'Developer steps',       'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',       'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'Deletion', 'url' => 'docs/deletion'],
+            'next'         => ['label' => 'SI Enhancement', 'url' => 'docs/si-enhancement'],
+        ],
+
+        'si-enhancement' => [
+            'view'         => 'docs/si-enhancement',
+            'title'        => 'SI Enhancement',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '7 min read',
+            'toc'          => [
+                ['label' => 'Overview',              'href' => '#overview'],
+                ['label' => 'Key files and routes',  'href' => '#key-files-routes'],
+                ['label' => 'Sync vs jobs',          'href' => '#sync-vs-jobs'],
+                ['label' => 'Format validation',     'href' => '#format-validation'],
+                ['label' => 'Format error codes',    'href' => '#format-errors', 'level' => 'h3'],
+                ['label' => 'Data validation',       'href' => '#data-validation'],
+                ['label' => 'employeesSIEnhanceProcess', 'href' => '#si-process'],
+                ['label' => 'Excel columns',         'href' => '#excel-columns'],
+                ['label' => 'Row examples',          'href' => '#row-example'],
+                ['label' => 'Developer steps',       'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',       'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'Correction', 'url' => 'docs/correction'],
+            'next'         => ['label' => 'Non-EB Opportunities', 'url' => 'docs/non-eb-opportunities'],
+        ],
+
+        'non-eb-opportunities' => [
+            'view'         => 'docs/non-eb-opportunities',
+            'title'        => 'Non-EB Opportunities',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '18 min read',
+            'toc'          => [
+                ['label' => 'End-to-end flow',       'href' => '#overview'],
+                ['label' => 'Key files',             'href' => '#key-files'],
+                ['label' => 'Google Sheet config',   'href' => '#google-sheet-config'],
+                ['label' => 'App ↔ Drive flow',      'href' => '#gsheet-app-drive-flow', 'level' => 'h3'],
+                ['label' => 'Before RFQ / QCR',      'href' => '#gsheet-prerequisites',  'level' => 'h3'],
+                ['label' => 'Sheet ID per product',  'href' => '#gsheet-product-config', 'level' => 'h3'],
+                ['label' => 'App-level config',      'href' => '#gsheet-app-config',     'level' => 'h3'],
+                ['label' => 'Create opportunity',    'href' => '#create-edit'],
+                ['label' => 'Edit flow',             'href' => '#edit-flow'],
+                ['label' => 'List table actions',    'href' => '#list-actions'],
+                ['label' => 'Action endpoint map', 'href' => '#action-map', 'level' => 'h3'],
+                ['label' => 'RFQ',                   'href' => '#step-rfq'],
+                ['label' => 'QCR',                   'href' => '#step-qcr'],
+                ['label' => 'Mail actions',          'href' => '#step-mails'],
+                ['label' => 'Placement',             'href' => '#step-placement'],
+                ['label' => 'Status lifecycle',      'href' => '#status-lifecycle'],
+                ['label' => 'Controller reference',  'href' => '#controller-reference'],
+                ['label' => 'Developer checklist',   'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',       'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'SI Enhancement', 'url' => 'docs/si-enhancement'],
+            'next'         => ['label' => 'Non-EB Claims', 'url' => 'docs/non-eb-claims'],
+        ],
+
+        'non-eb-claims' => [
+            'view'         => 'docs/non-eb-claims',
+            'title'        => 'Non-EB Claims',
+            'breadcrumb'   => 'Features',
+            'last_updated' => 'May 2026',
+            'author'       => 'Core Team',
+            'read_time'    => '16 min read',
+            'toc'          => [
+                ['label' => 'End-to-end flow',        'href' => '#overview'],
+                ['label' => 'Why policy type 50',     'href' => '#policy-type-50-default'],
+                ['label' => 'Design assumption',      'href' => '#policy-type-50-assumption', 'level' => 'h3'],
+                ['label' => '50 vs selected policy',  'href' => '#policy-type-50-vs-selected-policy', 'level' => 'h3'],
+                ['label' => 'Where 50 is hardcoded',  'href' => '#policy-type-50-where-hardcoded', 'level' => 'h3'],
+                ['label' => 'Different status set',   'href' => '#policy-type-50-future', 'level' => 'h3'],
+                ['label' => 'Key files and routes',   'href' => '#key-files'],
+                ['label' => 'Route map',              'href' => '#route-map', 'level' => 'h3'],
+                ['label' => 'Access control',         'href' => '#access'],
+                ['label' => 'List and filter',        'href' => '#list-flow'],
+                ['label' => 'Create and edit',        'href' => '#create-edit'],
+                ['label' => 'Status-driven sections', 'href' => '#status-sections'],
+                ['label' => 'Auto-mail',              'href' => '#auto-mail'],
+                ['label' => 'Mail template CRUD',     'href' => '#mail-template-crud'],
+                ['label' => 'Template fields',        'href' => '#template-fields', 'level' => 'h3'],
+                ['label' => 'Template actions',       'href' => '#template-actions', 'level' => 'h3'],
+                ['label' => 'Notes',                  'href' => '#notes'],
+                ['label' => 'Documents',            'href' => '#documents'],
+                ['label' => 'Reports',                'href' => '#reports'],
+                ['label' => 'Data model',             'href' => '#data-model'],
+                ['label' => 'Controller reference',   'href' => '#controller-reference'],
+                ['label' => 'Developer checklist',    'href' => '#developer-steps'],
+                ['label' => 'Common pitfalls',        'href' => '#pitfalls'],
+            ],
+            'prev'         => ['label' => 'Non-EB Opportunities', 'url' => 'docs/non-eb-opportunities'],
             'next'         => ['label' => 'Endpoints', 'url' => 'docs/endpoints'],
         ],
 

app/Controllers/EmployeeController.php

@@ -55,6 +55,8 @@ use Dompdf\Dompdf;
 use Dompdf\Options;
 use Kint;
 
+use Firebase\JWT\JWT;
+
 class EmployeeController extends AdminController
 {
 
@@ -896,7 +898,7 @@ class EmployeeController extends AdminController
                     session()->setFlashdata('success', 'File Uploaded Successfully File is being validated.');
                     return redirect()->to(base_url('employee/upload'));
                 } else {
-                    session()->setFlashdata($return['status'], $return['message']);
+                    session()->setFlashdata($return['status'] ?? 'error', $return['message'] ?? 'Something went wrong! Try Later');
                     return redirect()->to(base_url('employee/upload'));
                 }
             } else if ($event_type == 'correction') {
@@ -3622,7 +3624,22 @@ class EmployeeController extends AdminController
 
 
     public function checkWellnessOnboardStatus($client_policy_id)
-    {
+    {       
+
+
+        $fetch_onboarded_employees = $this->request->getGet('fetch_onboarded_employees') ?? false;
+
+        if($fetch_onboarded_employees){
+            $data = $this->employeePolicyModel->select('employee_polices.*')
+            ->where('employee_polices.is_active', 1)
+            ->where('employee_polices.status', 'active')
+            ->where('employee_polices.client_policy_id', $client_policy_id)
+            ->where('employee_polices.wellness_onboard !=', '0')
+            ->findAll();
+            return $this->respond(['status' => true, 'code' => 200, 'data' => count($data)], 200);
+        }
+
+
         // echo $client_policy_id;die();
            $data = $this->employeePolicyModel->select('employee_polices.*,emp.name,emp.relationship,emp.emp_code,emp.name,emp.email_corporate,emp.mobile,emp.dob,cp.policy_no,cp.wellness_plan_id,cp.wellness_vendor_id,cp.policy_start_date as cp_policy_start_date,cp.policy_end_date,cls.short_name')
             ->join('client_policy cp', 'cp.id = employee_polices.client_policy_id')
@@ -3656,9 +3673,9 @@ class EmployeeController extends AdminController
             // return $this->respond(['status' => true, 'code' => 200, 'message' => 'Inception and Member data comparision skiped successfully!'], 200);
     }
 
-    public function initiateWellnessOnboard($client_policy_id)
+    public function initiateWellnessOnboard($client_policy_id, $emp_code = null)
     {
-         $r = Jobs::addJob(['job_name' => 'initiateWellnessOnboardJob','payload' => ['client_policy_id' => $client_policy_id]]);
+         $r = Jobs::addJob(['job_name' => 'initiateWellnessOnboardJob','payload' => ['client_policy_id' => $client_policy_id, 'emp_code' => $emp_code ?? null   ]]);
         // $this->initiateWellnessOnboardJob(['client_policy_id' => $client_policy_id]);
         return $this->respond(['status' => true, 'code' => 200, 'message' => 'Process started'], 200);
     }
@@ -3774,6 +3791,7 @@ class EmployeeController extends AdminController
     public function initiateWellnessOnboardJob($arr)
     {
         $client_policy_id = $arr['client_policy_id'] ?? null;
+        $emp_code = $arr['emp_code'] ?? null;
 
         if (!$client_policy_id) {
             log_message('error', '[WellnessOnboard] Missing client_policy_id in payload');
@@ -3789,7 +3807,7 @@ class EmployeeController extends AdminController
         // ----------------------------------------------------------------
         // 1. FETCH DATA
         // ----------------------------------------------------------------
-        $data = $this->employeePolicyModel
+        $query = $this->employeePolicyModel
             ->select('employee_polices.*,
                       emp.name, emp.relationship, emp.emp_code, emp.email_corporate,
                       emp.mobile, emp.dob, emp.gender,
@@ -3817,8 +3835,13 @@ class EmployeeController extends AdminController
                 ->orWhere('cp.wellness_vendor_id =', 0)
             ->groupEnd()
             ->where('cp.policy_status', 1)
-            ->where('cp.is_active', 1)
-            ->findAll($perPage, $offset);
+            ->where('cp.is_active', 1);
+
+            if(!empty($emp_code)){
+                $query->where('emp.emp_code', trim($emp_code));
+            }
+
+           $data = $query->findAll($perPage, $offset);
 
         // ----------------------------------------------------------------
         // 2. NO DATA FOUND
@@ -3852,7 +3875,7 @@ class EmployeeController extends AdminController
         foreach ($families as $empCode => $members) {
             $familiesPayload[$empCode] = $this->buildFamilyPayload($empCode, $members);
         }
-         log_message('error', "[WellnessOnboard] Page {$page} API calls done. Families processed: " . json_encode($familiesPayload));
+        log_message('error', "[WellnessOnboard] Page {$page} API calls done. Families processed: " . json_encode($familiesPayload));
         // ----------------------------------------------------------------
         // 5. SEND TO WELLNESS API
         // ----------------------------------------------------------------
@@ -3885,6 +3908,33 @@ class EmployeeController extends AdminController
         return true;
     }
 
+    public function resetWellnessOnboard($client_policy_id, $emp_code = null)
+    {   
+        if(!empty($emp_code)){
+
+            $employees = db_connect()->table('employees')
+                ->select('id')
+                ->where('emp_code', trim($emp_code))
+                ->get()
+                ->getResult(); 
+
+            if (!empty($employees)) {
+                $employeeIds = array_column($employees, 'id');
+
+                $this->employeePolicyModel
+                    ->where('client_policy_id', $client_policy_id)
+                    ->whereIn('employee_id', $employeeIds) 
+                    ->set('wellness_onboard', '0')
+                    ->update();
+            }
+
+        } else {
+            $this->employeePolicyModel->where('client_policy_id', $client_policy_id)->set('wellness_onboard', '0')->update();
+        }
+        
+        return $this->respond(['status' => true, 'code' => 200, 'message' => 'Wellness onboard resetted successfully'], 200);
+    }
+
 
 
     # ------------------ FUNCTION TO BUILD FAMILY PAYLOAD ------------------
@@ -4174,6 +4224,7 @@ class EmployeeController extends AdminController
         }
         // print_r($allUpdates);die();
         // Do a single batch update for all families/members
+        log_message('error','[WellnessOnboard] DB update data - ' . json_encode($allUpdates));
         if (!empty($allUpdates)) {
             // 2nd param is the key to match on; here it's 'id'
             $this->employeePolicyModel->updateBatch($allUpdates, 'id');
@@ -7290,4 +7341,75 @@ class EmployeeController extends AdminController
         }
     }
 
+
+    public function tpaReportsDashboard()
+    {
+        $METABASE_SECRET_KEY = getenv('METABASE_SECRET_KEY');
+        $policy_id = $this->request->getGet('client_policy') ?? null;
+
+        if ($this->request->getGet('api') != 1) {
+            $data = [
+                'tab_name'        => 'TPA Reports',
+                'page_name'       => 'TPA Reports',
+                'metabaseUrl'     => 'https://nsights.nhanceindia.in',
+                'dashboardApiUrl' => base_url('/employee/tpaReportsDashboard'),
+            ];
+
+            return $this->loadLayout('meta_dashboard_demo_one', $data);
+        }
+
+        if (empty($policy_id)) {
+            return $this->respond([
+                'status'  => 'failed',
+                'message' => 'Client policy is required.',
+                'data'    => [],
+            ]);
+        }
+
+        $client_policy_data = $this->clientPolicyModel
+            ->select('tpa.dashboard_id')
+            ->join('tpa', 'client_policy.tpa_id = tpa.id')
+            ->where('client_policy.id', $policy_id)
+            ->first();
+
+        $database_id = isset($client_policy_data['dashboard_id']) ? (int) $client_policy_data['dashboard_id'] : null;
+
+        if (empty($database_id)) {
+
+            if ($this->request->getGet('api') == 1) {
+                return $this->respond([
+                    'status'  => 'failed',
+                    'message' => 'There is no dashboard for this TPA.',
+                    'data'    => []
+                ]);
+            }
+
+            return view('errors/404', [
+                'message' => 'There is no dashboard for this TPA.'
+            ]);
+        }
+
+        $payload = [
+            'resource' => [
+                'dashboard' => $database_id
+            ],
+            'exp'    => time() + (10 * 60), // 10 minutes
+            'params'   => (object) ['client_policy' => $policy_id ], // MUST be object for Metabase
+
+        ];
+
+        $token = JWT::encode($payload, $METABASE_SECRET_KEY, 'HS256');
+        // dd($token);
+
+        return $this->respond([
+            'status'  => 'success',
+            'message' => 'Form data received successfully!',
+            'data'    => [
+                'metabaseToken' => $token,
+                'metabaseUrl'   => 'https://nsights.nhanceindia.in',
+            ],
+        ]);
+    }
+
+
 }

app/Controllers/LeadsController.php

@@ -2288,6 +2288,8 @@ class LeadsController extends BaseController
                     // 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
                     // 'TPA' => $rfq_data['tpa_name'] ?? " - ",
                     'Policy Type'                  => $this->leadType[$rfq_data['lead_type']] ?? "",
+                    'Mortality Experience for last 3 years' => $claim_history == "1" ? "Mentioned in Claims sheet" : "Nil",
+
                 ];
             }else {
                 

app/Controllers/TestingController.php

@@ -365,7 +365,7 @@ class TestingController extends BaseController
         $insurerBranchModel = new InsurerBranchModel();
         $insurer_branch = $insurerBranchModel->getInsurerBranchesWithInsurerNames();
 
-        $dataArray = $data['pt_co_share_details']; // Example
+        $dataArray = $data['pt_co_share_details'] ?? []; // Example
         $cd_ac_pk = 'CD12345';
         $role_id = 1;
         $team_id = ['6'];
@@ -1099,6 +1099,64 @@ class TestingController extends BaseController
     public function metaDashboardDemo()
     {
 
+        // 🔐 Move this to .env in real projects
+        $METABASE_SECRET_KEY = getenv('METABASE_SECRET_KEY');
+        $database_id = (int) ($this->request->getGet('database_id') ?? 2);
+        $policy_id = $this->request->getGet('client_policy') ?? null;
+        $payload = [
+            'resource' => [
+                // 'dashboard' => 1
+                'dashboard' => $database_id
+            ],
+            'exp'    => time() + (10 * 60), // 10 minutes
+        ];
+
+        if(!empty($policy_id)){
+            $payload['params'] = (object)['client_policy' => $policy_id];   // MUST be object for Metabase
+        }else{
+            $payload['params'] = (object)[];   // MUST be object for Metabase
+        }
+        
+        // dd($payload);
+        $token = JWT::encode($payload, $METABASE_SECRET_KEY, 'HS256');
+
+        // // You can either return token only
+        // return $this->response->setJSON([
+        //     'token' => $token,
+        //     'iframe_url' => "https://your-metabase-domain/embed/dashboard/{$token}#bordered=true&titled=true"
+        // ]);
+        if ($this->request->getGet('api') == 1) {
+            if (empty($policy_id)) {
+                return $this->respond([
+                    'status'  => 'failed',
+                    'message' => 'Client policy is required.',
+                    'data'    => [],
+                ]);
+            }
+
+            return $this->respond([
+                'status'  => 'success',
+                'message' => 'Dashboard token generated.',
+                'data'    => [
+                    'metabaseToken' => $token,
+                    'metabaseUrl'   => 'https://nsights.nhanceindia.in',
+                ],
+            ]);
+        }
+
+        $data = [
+            'tab_name'        => 'Metabase Dashboard',
+            'page_name'       => 'Metabase Dashboard',
+            'metabaseUrl'     => 'https://nsights.nhanceindia.in',
+            'dashboardApiUrl' => base_url('/metaDashboardDemo'),
+        ];
+
+        return $this->loadLayout('meta_dashboard_demo_one', $data);
+    }
+    public function apacheSuperSetDemo()
+    {
+
+        // echo 'Dta';die;
         // 🔐 Move this to .env in real projects
         $METABASE_SECRET_KEY = getenv('METABASE_SECRET_KEY');
         $database_id = (int)$this->request->getGet('database_id') ?? 2;
@@ -1108,7 +1166,7 @@ class TestingController extends BaseController
         $payload = [
             'resource' => [
                 // 'dashboard' => 1
-                'dashboard' => $database_id
+                'dashboard' => 2
             ],
             'exp'    => time() + (10 * 60), // 10 minutes
         ];
@@ -1138,16 +1196,11 @@ class TestingController extends BaseController
             ]);
         }
 
-       return view('meta_dashboard_demo_one', [
+       return view('apache_dashboard_demo_one', [
             'metabaseToken' => $token,
             'metabaseUrl'   => 'https://nsights.nhanceindia.in',
         ]);
     }
-
-    public function testingquerys1(){
-
-    }
-
     public function testingquerys()
     {
         $calendar = new \App\Libraries\GoogleCalendarService();
@@ -1175,7 +1228,26 @@ class TestingController extends BaseController
     public function metaTpaDashboardDemo()
     {
         $METABASE_SECRET_KEY = getenv('METABASE_SECRET_KEY');
-        $policy_id = $this->request->getGet('client_policy') ?? 4687;
+        $policy_id = $this->request->getGet('client_policy') ?? null;
+
+        if ($this->request->getGet('api') != 1) {
+            $data = [
+                'tab_name'        => 'TPA Reports',
+                'page_name'       => 'TPA Reports',
+                'metabaseUrl'     => 'https://nsights.nhanceindia.in',
+                'dashboardApiUrl' => base_url('/metaTpaDashboardDemo'),
+            ];
+
+            return $this->loadLayout('meta_dashboard_demo_one', $data);
+        }
+
+        if (empty($policy_id)) {
+            return $this->respond([
+                'status'  => 'failed',
+                'message' => 'Client policy is required.',
+                'data'    => [],
+            ]);
+        }
 
         $client_policy_data = $this->ClientPolicyModel
             ->select('tpa.dashboard_id')
@@ -1212,20 +1284,13 @@ class TestingController extends BaseController
         $token = JWT::encode($payload, $METABASE_SECRET_KEY, 'HS256');
         // dd($token);
 
-        if ($this->request->getGet('api') == 1) {
-            return $this->respond([
-                'status'  => 'success',
-                'message' => 'Form data received successfully!',
-                'data'    => [
-                    'metabaseToken' => $token,
-                    'metabaseUrl'   => 'https://nsights.nhanceindia.in'
-                ]
-            ]);
-        }
-
-        return view('meta_dashboard_demo_one', [
-            'metabaseToken' => $token,
-            'metabaseUrl'   => 'https://nsights.nhanceindia.in',
+        return $this->respond([
+            'status'  => 'success',
+            'message' => 'Form data received successfully!',
+            'data'    => [
+                'metabaseToken' => $token,
+                'metabaseUrl'   => 'https://nsights.nhanceindia.in',
+            ],
         ]);
     }
 

app/Controllers/TicketController.php

@@ -968,6 +968,58 @@ class TicketController extends BaseController
         return $extra_fields;
     }
 
+    /**
+     * Overlay conditional `required` rules onto a base validation rule-set based on the
+     * submitted `claim_status_id`. For example, when claim_status_id is a "Settled" status
+     * (11/24/34/44), fields like `utr_details` and `settled_date` are promoted from
+     * `permit_empty` to `required` so the request is rejected when they are blank.
+     *
+     * Letter URL fields (`approved_letter`, `settle_letter`) accept an alternative PDF
+     * upload, so they are intentionally not promoted here; that pairing is enforced by
+     * the upload validation flow. `approved_description` stays optional to match the
+     * existing UI contract.
+     */
+    private function applyClaimStatusConditionalRules(array $rules): array
+    {
+        $claimStatusId = (int) $this->request->getPost('claim_status_id');
+        if ($claimStatusId <= 0) {
+            return $rules;
+        }
+
+        if (!isset($this->extraFields[$claimStatusId]) || !is_array($this->extraFields[$claimStatusId])) {
+            return $rules;
+        }
+
+        $requiredFields = $this->extraFields[$claimStatusId];
+        $skipFields = ['approved_letter', 'settle_letter', 'approved_description'];
+
+        foreach ($requiredFields as $field) {
+            if (in_array($field, $skipFields, true) || !isset($rules[$field])) {
+                continue;
+            }
+
+            $existingRules = $rules[$field]['rules'] ?? '';
+            $parts = $existingRules === ''
+                ? []
+                : array_values(array_filter(array_map('trim', explode('|', $existingRules)), function ($part) {
+                    return $part !== '' && $part !== 'permit_empty';
+                }));
+
+            if (!in_array('required', $parts, true)) {
+                array_unshift($parts, 'required');
+            }
+            $rules[$field]['rules'] = implode('|', array_unique($parts));
+
+            if (!isset($rules[$field]['errors']) || !is_array($rules[$field]['errors'])) {
+                $rules[$field]['errors'] = [];
+            }
+            $label = $rules[$field]['label'] ?? ucwords(str_replace('_', ' ', $field));
+            $rules[$field]['errors']['required'] = $label . ' is required for the selected claim status.';
+        }
+
+        return $rules;
+    }
+
     public function view_ticket($ticket_id)
     {     
         // $ticket_data = $this->ticketMasterModel->where('id', $ticket_id)->where('is_active', 1)->first();
@@ -1456,6 +1508,8 @@ class TicketController extends BaseController
             ];
         }
 
+        $rules = $this->applyClaimStatusConditionalRules($rules);
+
         if (!$this->validate($rules)) {
             return $this->response->setStatusCode(400)->setJSON([
                 'status' => false,
@@ -1944,6 +1998,9 @@ class TicketController extends BaseController
                 'return_remark' => ['label'  => 'Return Remark','rules'  => 'permit_empty','errors' => []],
             ];
         }
+
+        $rules = $this->applyClaimStatusConditionalRules($rules);
+
         if (!$this->validate($rules)) {
             return $this->response->setStatusCode(400)->setJSON([
                 'status' => false,
@@ -3090,7 +3147,7 @@ class TicketController extends BaseController
         }
     }
 
-    public function getLastMatchedStatus($incoming_form_values, $old_ticket_data) 
+    public function getLastMatchedStatusOld($incoming_form_values, $old_ticket_data) 
     {
         if (empty($incoming_form_values) || !isset($incoming_form_values['claim_status_id']) || !isset($incoming_form_values['extra_fields_array_for_validate'])) {
             return null;
@@ -3159,6 +3216,71 @@ class TicketController extends BaseController
         return $lastMatchedStatus;
     }
 
+    public function getLastMatchedStatus($incoming_form_values, $old_ticket_data)
+    {
+        // Preserve the incoming claim_status_id (if any) as the safe fallback so callers
+        // never accidentally nullify the status when validation inputs are missing.
+        $incomingStatus = $incoming_form_values['claim_status_id'] ?? null;
+
+        if (empty($incoming_form_values) || !isset($incoming_form_values['extra_fields_array_for_validate'])) {
+            return $incomingStatus;
+        }
+
+        $lastMatchedStatus = $incomingStatus;
+
+        $statusMapping = json_decode($incoming_form_values['extra_fields_array_for_validate'], true);
+        if (!is_array($statusMapping) || empty($statusMapping)) {
+            return $incomingStatus;
+        }
+
+        // Drop transitional / aggregate statuses that should never be auto-selected.
+        $removeKeys = is_array($this->removeArrayKey) ? $this->removeArrayKey : [];
+        $statusMapping = array_diff_key($statusMapping, $removeKeys);
+
+        $oldStatusId = is_array($old_ticket_data) ? ($old_ticket_data['claim_status_id'] ?? null) : null;
+
+        $skipFields = ['approved_description'];
+
+        foreach ($statusMapping as $status => $requiredFields) {
+            if (empty($requiredFields)) {
+                continue;
+            }
+
+            // Skip the current/old status — we only advance forward to a newer status.
+            if ($oldStatusId !== null && (int) $status === (int) $oldStatusId) {
+                continue;
+            }
+
+            if (!is_array($requiredFields)) {
+                $requiredFields = [$requiredFields];
+            }
+
+            $allFieldsMatched = true;
+            foreach ($requiredFields as $field) {
+                if (in_array($field, $skipFields, true)) {
+                    continue;
+                }
+
+                if (!isset($incoming_form_values[$field]) || $incoming_form_values[$field] === '' || $incoming_form_values[$field] === null) {
+                    $allFieldsMatched = false;
+                    break;
+                }
+            }
+
+            if ($allFieldsMatched) {
+                $lastMatchedStatus = $status;
+            }
+        }
+
+        // When a TPA number is present, promote the base "registered" statuses
+        // (1 -> 2 for standard, 67 -> 68 for the alternate flow).
+        if (!empty($incoming_form_values['tpa_no']) && in_array((int) $lastMatchedStatus, [1, 67], true)) {
+            $lastMatchedStatus = ((int) $lastMatchedStatus === 1) ? 2 : 68;
+        }
+
+        return $lastMatchedStatus;
+    }
+
     public function getPolicyStartDate()
     {
 
@@ -3597,7 +3719,7 @@ class TicketController extends BaseController
     {
         $fileId = $this->claimFilesModel->insert([
             'ticket_id'   => $ticketId,
-            'ticket_type' => $ticketTypeId,
+            // 'ticket_type' => $ticketTypeId,
             'file_type'   => 3,
             'doc_name'    => $docName,
             'file_name'   => $uploadedFile['file_name'],

app/Helpers/MailHelper.php

@@ -183,12 +183,24 @@ use App\Models\JobModel;
 
 class MailHelper
 {
+    private const SYSTEM_EMAIL_FOOTER = '<div style="
+    text-align:center;
+    font-size:9px;
+    color:#999999;
+    border-top:1px solid #eeeeee;
+    margin-top:2px;
+    padding-top:1px;
+    line-height:1;
+">
+    This is a system-generated email. Please do not reply.
+</div>';
     public static function send_email_smtp($params) 
     {    
         $myLogger = \Config\Services::mylogger();
         $emaill = $params['mail'];
         $subject = $params['subject'];
         $message = $params['message'];
+        $message .= self::SYSTEM_EMAIL_FOOTER;
         if (isset($params['bcc'])) {
             $bcc = $params['bcc'];
         } else {
@@ -206,7 +218,8 @@ class MailHelper
             $curl = curl_init();
             $postData = [
                 'from' => [
-                    'address' => $from_address
+                    'address' => $from_address,
+                    'name' => 'Nhance India Insurance'
                 ],
                 'to' => [
                     [
@@ -315,6 +328,9 @@ class MailHelper
 
         $subject = $params['subject'];
         $message = $params['message'];
+        $message .= self::SYSTEM_EMAIL_FOOTER;
+
+        // echo $message;die;
         $attachments = isset($params['attachments']) ? $params['attachments'] : [];
         $common = isset($params['common']) ? $params['common'] : '';
         $bcc = isset($params['bcc']) ? $params['bcc'] : '';
@@ -328,7 +344,8 @@ class MailHelper
 
             $postData = [
                 'from' => [
-                    'address' => $from_address
+                    'address' => $from_address,
+                    'name' => "Nhance India Insurance"
                 ],
                 'to' => $emails,
                 'subject' => $subject,

app/Models/ClientPolicyModel.php

@@ -311,6 +311,24 @@ class ClientPolicyModel extends Model
         // Fetch the deposit data based on client and insurer IDs       
        $query = $this->db->table('cash_deposit')
             ->select('cash_deposit.*')
+            ->select("
+                (select old_value from auditing_history where pk = cash_deposit.id and field_name = 'amount' and table_name = 'cash_deposit' order by id desc limit 1) as old_amt, 
+                (select new_value from auditing_history where pk = cash_deposit.id and field_name = 'amount' and table_name = 'cash_deposit' order by id desc limit 1) as new_amt, 
+                (select created_by from auditing_history where pk = cash_deposit.id and field_name = 'amount' and table_name = 'cash_deposit' order by id desc limit 1) as amt_updated_by, 
+                (select created_at from auditing_history where pk = cash_deposit.id and field_name = 'amount' and table_name = 'cash_deposit' order by id desc limit 1) as amt_updated_at,
+                (
+                    select up.first_name
+                    from user_profiles up
+                    where up.id = (
+                        select created_by
+                        from auditing_history
+                        where pk = cash_deposit.id and field_name = 'amount' and table_name = 'cash_deposit'
+                        order by id desc
+                        limit 1
+                    )
+                    limit 1
+                ) as amt_updated_by_name
+            ")
             ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
             ->select('clients.client_name as clientname, clients.short_name as clientshort, client_policy.policy_no')
             ->select('cd_master.cd_ac_no as cd_master_account_no')

app/Models/UserModel.php

@@ -133,6 +133,7 @@ class UserModel extends Model
         ->select('user_profiles.*')
         ->select('roles.role as user_role')
         ->join('roles', 'roles.id = user_profiles.role')
+        ->where('user_profiles.is_active', 1)
         ->get()
         ->getResultArray();
     }
@@ -143,13 +144,26 @@ class UserModel extends Model
                 ->select('roles.role as user_role')
                 ->join('roles', 'roles.id = user_profiles.role')
                 ->join('user_teams', 'user_teams.user_id = user_profiles.id')
+                ->where('user_profiles.is_active', 1)
                 ->get()
                 ->getResultArray();
 
+        // The user_teams join produces one row per (user, team) pair, so users
+        // belonging to multiple teams appear multiple times. Collapse to one
+        // row per user while keeping a team_id from [6, 7] when available, so
+        // the existing in_array($user['team_id'], [6, 7]) checks in the views
+        // continue to work correctly.
+        $deduped = [];
+        foreach ($data as $row) {
+            $userId = $row['id'];
+            if (!isset($deduped[$userId])) {
+                $deduped[$userId] = $row;
+            } elseif (in_array($row['team_id'], [6, 7])) {
+                $deduped[$userId]['team_id'] = $row['team_id'];
+            }
+        }
 
-        // dd($data);
-
-        return $data;
+        return array_values($deduped);
     }
 
 }

app/Views/apache_dashboard_demo_one.php

@@ -0,0 +1,113 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Claims Overview</title>
+  <style>
+    * { margin: 0; padding: 0; box-sizing: border-box; }
+    body { font-family: sans-serif; background: #f5f5f5; }
+    #dashboard-container {
+      width: 100%;
+      height: 100vh;
+    }
+    #dashboard-container iframe {
+      width: 100%;
+      height: 100%;
+      border: none;
+    }
+    #error-msg {
+      display: none;
+      padding: 2rem;
+      color: #c0392b;
+      font-size: 14px;
+      text-align: center;
+    }
+  </style>
+</head>
+<body>
+
+<div id="dashboard-container"></div>
+<iframe src="https://venbait.in/chartBoard/public/share/8e130e4faa821740183feaa805f3ba0c7935841a64c5461ba6ed255f5b419f93?embed=1" width="1200" height="800" style="border:0;" loading="lazy" title="Chart-Board"></iframe>
+<div id="error-msg"></div>
+
+<script src="https://unpkg.com/@superset-ui/embedded-sdk"></script>
+
+<script>
+  const SUPERSET_DOMAIN = "https://demo.venbait.in";
+  const DASHBOARD_ID    = "aaff42c8-1d7a-4e28-8beb-f6a7b9e08661";
+  const USERNAME        = "admin";
+  const PASSWORD        = "$tr0n9pa55w0rd ";
+
+  async function getGuestToken() {
+
+    // Step 1: Login to get access token
+    const loginRes = await fetch(SUPERSET_DOMAIN + "/api/v1/security/login", {
+      method: "POST",
+      headers: { "Content-Type": "application/json" },
+      body: JSON.stringify({
+        username: USERNAME,
+        password: PASSWORD,
+        provider: "db",
+        refresh: true
+      })
+    });
+
+    if (!loginRes.ok) throw new Error("Login failed: " + loginRes.status);
+    const { access_token } = await loginRes.json();
+
+    // Step 2: Get CSRF token
+    const csrfRes = await fetch(SUPERSET_DOMAIN + "/api/v1/security/csrf_token/", {
+      method: "GET",
+      headers: { "Authorization": "Bearer " + access_token }
+    });
+
+    if (!csrfRes.ok) throw new Error("CSRF fetch failed: " + csrfRes.status);
+    const { result: csrf_token } = await csrfRes.json();
+
+    // Step 3: Get guest token
+    const guestRes = await fetch(SUPERSET_DOMAIN + "/api/v1/security/guest_token/", {
+      method: "POST",
+      headers: {
+        "Content-Type": "application/json",
+        "Authorization": "Bearer " + access_token,
+        "X-CSRFToken": csrf_token
+      },
+      body: JSON.stringify({
+        resources: [{ type: "dashboard", id: DASHBOARD_ID }],
+        rls: [],
+        user: { username: "guest", first_name: "Guest", last_name: "User" }
+      })
+    });
+
+    if (!guestRes.ok) throw new Error("Guest token failed: " + guestRes.status);
+    const { token } = await guestRes.json();
+    return token;
+  }
+
+  async function init() {
+    alert();
+    return true;
+    try {
+      await supersetEmbeddedSdk.embedDashboard({
+        id: DASHBOARD_ID,
+        supersetDomain: SUPERSET_DOMAIN,
+        mountPoint: document.getElementById("dashboard-container"),
+        fetchGuestToken: () => getGuestToken(),
+        dashboardUiConfig: {
+          hideTitle: true,
+          filters: { expanded: true }
+        }
+      });
+    } catch (err) {
+      const el = document.getElementById("error-msg");
+      el.style.display = "block";
+      el.textContent = "Error loading dashboard: " + err.message;
+      console.error(err);
+    }
+  }
+
+  init();
+</script>
+</body>
+</html>

app/Views/batch_list.php

@@ -34,7 +34,7 @@ if (!empty($batch_list) && is_array($batch_list)) {
         $countStr = ($file['count'] ?? null) === null ? '-' : (string) $file['count'];
         $batch_col_max_len[9] = max($batch_col_max_len[9], mb_strlen($countStr));
         $batch_col_max_len[10] = max($batch_col_max_len[10], mb_strlen((string) format_indian_number($file['amount'])));
-        $userTime = change_date_format($file['created_at'] ?? '', 'Y-m-d H:i:s', 'd M Y h:i a')
+        $userTime = change_date_format($file['created_at'] ?? '', 'Y-m-d H:i:s', 'd/m/Y h:i a')
             . ' by '
             . get_username($file['created_by'] ?? '');
         $batch_col_max_len[11] = max($batch_col_max_len[11], mb_strlen($userTime));
@@ -350,7 +350,7 @@ for ($i = 0; $i < $batch_col_count; $i++) {
 
                             <td><?php echo  format_indian_number($file['amount'])?></td>
                             <td class="reload">
-                            <?php echo  change_date_format($file['created_at'],'Y-m-d H:i:s', 'd M Y h:i a') ?> by <?php echo get_username($file['created_by']) ?>
+                            <?php echo  change_date_format($file['created_at'],'Y-m-d H:i:s', 'd/m/Y h:i a') ?> by <?php echo get_username($file['created_by']) ?>
                             </td>
 
                             

app/Views/bds_dump_file_list.php

@@ -49,7 +49,7 @@
                                 <td style="overflow: hidden;" class="reload truncate" data-toggle="tooltip" data-placement="top" title="<?php echo $file['file_name'] ?>">
                                     <?php echo $file['file_name'] ?>
                                 </td>
-                                <td><?php echo change_date_format($file['created_at'], 'Y-m-d H:i:s', 'd M Y h:i A') . ' by <strong>' . $file['user_name'] . '</strong>' ?> </td>
+                                <td><?php echo change_date_format($file['created_at'], 'Y-m-d H:i:s', 'd/m/Y h:i A') . ' by <strong>' . $file['user_name'] . '</strong>' ?> </td>
                                 <td>
                                     <?php if ($file['status'] == "failed") { ?>
                                         <span> <?= $file['status'] ?> </span> 

app/Views/cd_master_add_modal.php

@@ -107,13 +107,50 @@
     var isCdMasterPage = <?php echo isset($CD_Master_Data) ? 'true' : 'false'; ?>;
     console.log("isCdMasterPage", isCdMasterPage);
 
+    function formatCdOpeningDateForInput(inputDate) {
+        if (!inputDate || String(inputDate).trim() === '') {
+            return '';
+        }
+        var str = String(inputDate).trim();
+        var iso = str.match(/^(\d{4})-(\d{2})-(\d{2})/);
+        if (iso) {
+            return iso[3] + '/' + iso[2] + '/' + iso[1];
+        }
+        var dmy = str.match(/^(\d{1,2})[-\/](\d{1,2})[-\/](\d{4})$/);
+        if (dmy) {
+            var day = ('0' + dmy[1]).slice(-2);
+            var month = ('0' + dmy[2]).slice(-2);
+            return day + '/' + month + '/' + dmy[3];
+        }
+        return str;
+    }
+
+    function cdOpeningDateForSubmit(inputDate) {
+        var formatted = formatCdOpeningDateForInput(inputDate);
+        if (!formatted) {
+            return inputDate || '';
+        }
+        var parts = formatted.split('/');
+        return parts[0] + '-' + parts[1] + '-' + parts[2];
+    }
+
+    var openingDatePicker;
+
     $(document).ready(function(){
 
-        var openingDatePicker = flatpickr("#opening_date", {
-            dateFormat: "d-m-Y",
+        openingDatePicker = flatpickr("#opening_date", {
+            dateFormat: "d/m/Y",
             allowInput: false
         });
 
+        $('#con-close-modal').on('shown.bs.modal', function() {
+            var val = $('#opening_date').val();
+            if (val) {
+                var formatted = formatCdOpeningDateForInput(val);
+                openingDatePicker.setDate(formatted, false);
+            }
+        });
+
         if(isCdMasterPage == true){
             $('#cd_client_id').select2();
             $('#insurer_id_for_cd').select2();
@@ -172,6 +209,10 @@
         }
 
         let formData = new FormData($('#CDMasterForm')[0]);
+        var openingDate = formData.get('opening_date');
+        if (openingDate) {
+            formData.set('opening_date', cdOpeningDateForSubmit(openingDate));
+        }
         console.log("formData", formData);
 
         let url = '<?= base_url('master/cash_deposite/create') ?>';

app/Views/cd_master_list.php

@@ -15,12 +15,12 @@ foreach ($CD_Master_Data as $index => $row) {
     $cdm_col_max_len[1] = max($cdm_col_max_len[1], mb_strlen($clientCell));
     $cdm_col_max_len[2] = max($cdm_col_max_len[2], mb_strlen((string) ($row['insurer_name'] ?? '')));
     $cdm_col_max_len[3] = max($cdm_col_max_len[3], mb_strlen((string) ($row['insurer_branch_name'] ?? '')));
-    $od = ! empty($row['opening_date']) ? date('d-m-Y', strtotime((string) $row['opening_date'])) : '';
+    $od = ! empty($row['opening_date']) ? date('d/m/Y', strtotime((string) $row['opening_date'])) : '';
     $cdm_col_max_len[4] = max($cdm_col_max_len[4], mb_strlen($od));
     $cdm_col_max_len[5] = max($cdm_col_max_len[5], mb_strlen((string) ($row['cd_ac_no'] ?? '')));
     $cdm_col_max_len[6] = max($cdm_col_max_len[6], mb_strlen((string) ($row['opening_bal'] ?? '')));
     $du = ! empty($row['created_at'])
-        ? (date('d-M-Y h:i A', strtotime((string) $row['created_at'])) . ' by ' . ($row['user_name'] ?? ''))
+        ? (date('d/m/Y h:i A', strtotime((string) $row['created_at'])) . ' by ' . ($row['user_name'] ?? ''))
         : '';
     $cdm_col_max_len[7] = max($cdm_col_max_len[7], mb_strlen($du));
     $cdm_col_max_len[8] = max($cdm_col_max_len[8], 4);
@@ -118,10 +118,10 @@ $cdm_col_width_px = nhance_dt_column_widths_px($cdm_header_labels, $cdm_col_max_
                             <td><?php echo $row['client_name']; ?>( <?= $row['short_name'] ?> )</td>
                             <td><?php echo $row['insurer_name']; ?></td>
                             <td><?php echo $row['insurer_branch_name']; ?></td>
-                            <td><?php echo date('d-m-Y', strtotime($row['opening_date'])); ?></td>
+                            <td><?php echo date('d/m/Y', strtotime($row['opening_date'])); ?></td>
                             <td><?php echo $row['cd_ac_no']; ?></td>
                             <td><?php echo $row['opening_bal']; ?></td>
-                            <td><?php echo date('d-M-Y h:i A', strtotime($row['created_at'])) ?> <br>by <?php echo $row['user_name']; ?></td>
+                            <td><?php echo date('d/m/Y h:i A', strtotime($row['created_at'])) ?> <br>by <?php echo $row['user_name']; ?></td>
                             <td class="text-center table-action-cell">
                                 <div class="btn-group dropdown">
                                     <a href="javascript: void(0);"class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>

app/Views/claim_dump_file_list.php

@@ -161,7 +161,7 @@
                                 <td style="overflow: hidden;" class="reload truncate" data-toggle="tooltip" data-placement="top" title="<?php echo $file['file_name'] ?>">
                                     <?php echo $file['file_name'] ?>
                                 </td>
-                                <td><?php echo change_date_format($file['created_at'], 'Y-m-d H:i:s', 'd M Y h:i A') . ' by <strong>' . $file['user_name'] . '</strong>' ?> </td>
+                                <td><?php echo change_date_format($file['created_at'], 'Y-m-d H:i:s', 'd/m/Y h:i A') . ' by <strong>' . $file['user_name'] . '</strong>' ?> </td>
                                 <td>
                                     <?php if ($file['status'] == "failed") { ?>
                                         <span style="color : #BD0707 ;"> <?= $file['status'] ?> </span> 
@@ -262,7 +262,7 @@
                                 <label for="tpa">TPA<span id="tpa_danger" class="text-danger"></span></label>
                                 <select class="form-control readonly-select" id="tpa_id" name="tpa_id">
                                     <option value="">Select TPA</option>
-                                    <?php foreach ($tpa_list as $value) { ?>
+                                    <?php foreach ($tpa_list ?? [] as $value) { ?>
                                         <option value="<?= $value['id'] ?>"><?= $value['short_name'] ?></option>
                                     <?php } ?>
                                 </select>

app/Views/claims_collection_v2_dashboard.php

@@ -0,0 +1,103 @@
+<!DOCTYPE html>
+<html lang="en">
+<head>
+  <meta charset="UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <title>Claims Collection V2 Dashboard</title>
+  <style>
+    * { box-sizing: border-box; }
+    body { font-family: system-ui, sans-serif; margin: 0; padding: 1.5rem; background: #f0f2f5; color: #1a1a1a; }
+    h1 { font-size: 1.35rem; margin: 0 0 1rem; }
+    .toolbar { display: flex; flex-wrap: wrap; gap: 0.75rem; align-items: center; margin-bottom: 1.25rem; }
+    .toolbar input { padding: 0.45rem 0.6rem; border: 1px solid #ccc; border-radius: 6px; width: 140px; }
+    .toolbar button { padding: 0.5rem 1rem; border: none; border-radius: 6px; background: #2563eb; color: #fff; cursor: pointer; }
+    .toolbar button.secondary { background: #64748b; }
+    .grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(320px, 1fr)); gap: 1rem; }
+    .card { background: #fff; border-radius: 8px; padding: 1rem; box-shadow: 0 1px 3px rgba(0,0,0,.08); }
+    .card h2 { font-size: 0.85rem; margin: 0 0 0.5rem; color: #475569; font-weight: 600; }
+    .card pre { font-size: 0.72rem; margin: 0; max-height: 200px; overflow: auto; background: #f8fafc; padding: 0.5rem; border-radius: 4px; white-space: pre-wrap; word-break: break-word; }
+    .card .status { font-size: 0.75rem; color: #94a3b8; margin-bottom: 0.35rem; }
+    .card.loading pre { color: #94a3b8; }
+    .card.error pre { color: #b91c1c; }
+  </style>
+</head>
+<body>
+
+<h1>Claims Collection V2</h1>
+
+<div class="toolbar">
+  <label>Policy ID <input type="number" id="policy-id" value="<?= (int) $policy_id ?>" min="1"></label>
+  <button type="button" id="btn-load-all">Load all KPIs</button>
+  <button type="button" class="secondary" id="btn-clear">Clear</button>
+</div>
+
+<div class="grid" id="kpi-grid">
+  <?php foreach ($kpi_map as $metabaseId => $method): ?>
+    <div class="card" id="card-<?= esc($method) ?>" data-kpi="<?= esc($method) ?>">
+      <div class="status">#<?= (int) $metabaseId ?> · <?= esc($kpi_labels[$method] ?? $method) ?></div>
+      <h2><?= esc($method) ?></h2>
+      <pre>Click “Load all KPIs” or open single KPI API.</pre>
+    </div>
+  <?php endforeach; ?>
+</div>
+
+<script>
+(function () {
+  const baseUrl = <?= json_encode(rtrim(base_url(), '/')) ?>;
+  const policyInput = document.getElementById('policy-id');
+  const grid = document.getElementById('kpi-grid');
+
+  function setCardState(method, state, text) {
+    const card = document.getElementById('card-' + method);
+    if (!card) return;
+    card.classList.remove('loading', 'error');
+    if (state) card.classList.add(state);
+    card.querySelector('pre').textContent = text;
+  }
+
+  async function loadAll() {
+    const policyId = policyInput.value;
+    if (!policyId) {
+      alert('Enter a policy ID');
+      return;
+    }
+    grid.querySelectorAll('.card').forEach(function (c) {
+      c.classList.add('loading');
+      c.querySelector('pre').textContent = 'Loading…';
+    });
+
+    try {
+      const apiAllUrl = <?= json_encode($api_all_url ?? base_url('util/claims-collection-v2/all')) ?>;
+      const res = await fetch(apiAllUrl + '?client_policy=' + encodeURIComponent(policyId));
+      const json = await res.json();
+      if (!json.status) {
+        throw new Error(json.message || 'Request failed');
+      }
+      Object.keys(json.data || {}).forEach(function (method) {
+        const block = json.data[method];
+        setCardState(method, '', JSON.stringify(block.rows, null, 2));
+      });
+    } catch (e) {
+      grid.querySelectorAll('.card').forEach(function (c) {
+        c.classList.remove('loading');
+        c.classList.add('error');
+        c.querySelector('pre').textContent = e.message;
+      });
+    } finally {
+      grid.querySelectorAll('.card.loading').forEach(function (c) {
+        c.classList.remove('loading');
+      });
+    }
+  }
+
+  document.getElementById('btn-load-all').addEventListener('click', loadAll);
+  document.getElementById('btn-clear').addEventListener('click', function () {
+    grid.querySelectorAll('.card').forEach(function (c) {
+      c.classList.remove('error');
+      c.querySelector('pre').textContent = '—';
+    });
+  });
+})();
+</script>
+</body>
+</html>

app/Views/client_basic_info.php

@@ -236,7 +236,7 @@ input:checked + .slider:before {
                                         class="text-danger">*</span></label>
                                 <select class="form-control" id="entity_type" name="entity_type_id" required>
                                     <option value="">Select Entity</option>
-                                    <?php foreach($entity as $value) { ?>
+                                    <?php foreach($entity ?? [] as $value) { ?>
                                         <?php if(isset($client['entity_type_id'])){ ?>
                                             <?php if($value['id'] == $client['entity_type_id']) { ?>
                                                 <option value="<?= $value['id'] ?>" selected><?= $value['name'] ?></option>
@@ -285,7 +285,7 @@ input:checked + .slider:before {
                                 <label for="parent_client_id">Parent Group<span class="text-danger"></span></label>
                                 <select class="form-control" id="parent_client_id" name="parent_client_id">
                                     <option value="" >Select Parent</option>
-                                    <?php foreach($clients as $value) {  ?>
+                                    <?php foreach($clients ?? [] as $value) {  ?>
                                         <option value="<?= $value['id'] ?>" <?= isset($client['parent_client_id']) && $client['parent_client_id'] == $value['id'] ? "selected" : '' ?>><?= $value['client_name'] ?></option>
                                     <?php } ?>
                                 </select>
@@ -293,7 +293,7 @@ input:checked + .slider:before {
 
                             <div class="form-group col-md-4">
 
-                                <label>HR File Processed By <span class="text-danger">*</span></label>
+                                <label>Enrollment file processed by <span class="text-danger">*</span></label>
                                 <div class="hr-processed-options">
                                     <div class="hr-processed-option">
                                         <input class="hr-radio-input"

app/Views/client_deposit_list.php

@@ -138,7 +138,7 @@ $cd_col_width_px = nhance_dt_column_widths_px($cd_header_labels, $cd_col_max_len
                                 <td>
                                     <a class="view-deposit-link"
                                         href="<?= base_url("client/view_deposit/{$value->insurer_id}?client_id={$value->client_id}&cd_ac_pk={$value->cd_ac_pk}"); ?>">
-                                        <i class="mdi mdi-eye text-muted font-18 vertical-middle"></i><span>View Deposit</span>
+                                        <i class="mdi mdi-eye text-muted font-18 vertical-middle"></i><span>View Details</span>
                                     </a>
                                 </td>
                             </tr>

app/Views/client_policy.php

@@ -209,7 +209,7 @@ input:checked + .slider_blue::before {
                                     data-parsley-pattern="^[1-9][0-9]*$"
                                     data-parsley-pattern-message="Please select a valid Policy Type.">
                                     <option value="0">Select Policy Type</option>
-                                    <?php foreach ($policy_types as $value) { ?>
+                                    <?php foreach ($policy_types ?? [] as $value) { ?>
                                         <option value="<?= $value['id']?>"><?= $value['policy_type'] ?></option>
                                     <?php } ?>
                                 </select>
@@ -230,7 +230,7 @@ input:checked + .slider_blue::before {
                                 <label for="insurer">Insurer<span class="text-danger">*</span></label>
                                 <select class="form-control" id="insurer" name="insurer" onchange="setInsuerAndBranchValue(this)" required>
                                     <option value="">Select Insurer</option>
-                                    <?php foreach ($insurer as $value) { ?>
+                                    <?php foreach ($insurer ?? [] as $value) { ?>
                                         <option data-id="<?= $value['insurer_id']?>" value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
                                             <?= $value['insurer_name'] . '-' . $value['branch_code'] ?></option>
                                     <?php } ?>
@@ -241,7 +241,7 @@ input:checked + .slider_blue::before {
                                 <label for="tpa">TPA<span id="tpa_danger" class="text-danger">*</span></label>
                                 <select class="form-control" id="tpa" name="tpa" required>
                                     <option value="">Select TPA</option>
-                                    <?php foreach ($tpa as $value) { ?>
+                                    <?php foreach ($tpa ?? [] as $value) { ?>
                                         <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
                                             <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?></option>
                                     <?php } ?>
@@ -454,7 +454,7 @@ input:checked + .slider_blue::before {
          const showExpired = $('#chk-show-expired').is(':checked');
 
         var startDatePicker = flatpickr("#start_date", {
-            dateFormat: "d-m-Y",
+            dateFormat: "d/m/Y",
             defaultDate: today,
             allowInput: false,
             onChange: function(selectedDates, dateStr, instance) {
@@ -467,7 +467,7 @@ input:checked + .slider_blue::before {
 
         // Initialize Flatpickr for the start date with today's date
         var openDatePicker = flatpickr("#open_date", {
-            dateFormat: "d-m-Y",
+            dateFormat: "d/m/Y",
             defaultDate: today,
             allowInput: false,
         });
@@ -478,14 +478,14 @@ input:checked + .slider_blue::before {
         closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
 
         var endDatePicker = flatpickr("#end_date", {
-            dateFormat: "d-m-Y",
+            dateFormat: "d/m/Y",
             defaultDate: closeDate,
             allowInput: false
         });
 
         // Initialize Flatpickr for the end date with the calculated end date
         var closeDatePicker = flatpickr("#close_date", {
-            dateFormat: "d-m-Y",
+            dateFormat: "d/m/Y",
             defaultDate: today,
             allowInput: false
         });
@@ -566,7 +566,7 @@ input:checked + .slider_blue::before {
                                     <td>${policy_name_data}</td>
                                     <td>${item.branch_name ? item.branch_name : ' - '}</td>
                                     <td>${tpaValue}</td>
-                                    <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
+                                    <td>${formatPolicyDisplayDate(item.policy_start_date)} - ${formatPolicyDisplayDate(item.policy_end_date)}</td>
                                 
                                     <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                                     <td>
@@ -751,6 +751,12 @@ input:checked + .slider_blue::before {
         $('.loader-mask').fadeIn();
 
         var formData = new FormData($('#policy_form')[0]);
+        ['policy_start_date', 'policy_end_date', 'open_date', 'close_date'].forEach(function(fieldName) {
+            var val = formData.get(fieldName);
+            if (val) {
+                formData.set(fieldName, policyFormDateForSubmit(val));
+            }
+        });
         var policy_form_action = $('#policy_form_action').val();
         console.log(formData+'form data');
         $.ajax({
@@ -853,7 +859,7 @@ input:checked + .slider_blue::before {
                                                 <td>${item.branch_name ? item.branch_name : ' - '}</td>
                                                 <td>${tpaValue}</td>
 
-                                                <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
+                                                <td>${formatPolicyDisplayDate(item.policy_start_date)} - ${formatPolicyDisplayDate(item.policy_end_date)}</td>
                                                 <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                                                 <td>
                                                     <div class="btn-group dropdown">
@@ -1512,31 +1518,74 @@ input:checked + .slider_blue::before {
 
     });
 
-    //for date convert to indian formate like this 'yyyy-mm-dd' to this 'dd-mm-yyyy'
-    function rearrangeDateFormat(inputDate) {
-
-        console.log('inputDate', inputDate)
-        // Check if inputDate is a string and not empty
-        if (typeof inputDate === 'string' && inputDate.trim() !== '') {
-            var dateComponents = inputDate.split("-");
-            
-            // Check if dateComponents has the expected number of parts
-            if (dateComponents.length === 3) {
-                var rearrangedDate = dateComponents[2] + "-" + dateComponents[1] + "-" + dateComponents[0];
-                return rearrangedDate;
-            } else {
-                // Handle unexpected date format
-                return '';
-            }
-        } else {
-            // Handle the case where inputDate is not a valid string
-            return '';
+    function parsePolicyDate(inputDate) {
+        if (!inputDate || (typeof inputDate === 'string' && inputDate.trim() === '')) {
+            return null;
         }
+        var str = String(inputDate).trim();
+        var dmyMon = str.match(/^(\d{1,2})\/([A-Za-z]{3})\/(\d{4})$/i);
+        if (dmyMon) {
+            return new Date(str);
+        }
+        var dmy = str.match(/^(\d{1,2})\/(\d{1,2})\/(\d{4})$/);
+        if (dmy) {
+            return new Date(parseInt(dmy[3], 10), parseInt(dmy[2], 10) - 1, parseInt(dmy[1], 10));
+        }
+        var iso = str.match(/^(\d{4})-(\d{2})-(\d{2})/);
+        if (iso) {
+            return new Date(parseInt(iso[1], 10), parseInt(iso[2], 10) - 1, parseInt(iso[3], 10));
+        }
+        var dmyDash = str.match(/^(\d{1,2})-([A-Za-z]{3}|\d{1,2})-(\d{4})$/i);
+        if (dmyDash) {
+            if (/^[A-Za-z]{3}$/i.test(dmyDash[2])) {
+                return new Date(str);
+            }
+            return new Date(parseInt(dmyDash[3], 10), parseInt(dmyDash[2], 10) - 1, parseInt(dmyDash[1], 10));
+        }
+        var parsed = new Date(str);
+        return isNaN(parsed.getTime()) ? null : parsed;
+    }
+
+    var policyMonthNames = ['Jan', 'Feb', 'Mar', 'Apr', 'May', 'Jun', 'Jul', 'Aug', 'Sep', 'Oct', 'Nov', 'Dec'];
+
+    function formatPolicyDisplayDate(inputDate) {
+        var d = parsePolicyDate(inputDate);
+        if (!d) {
+            return (inputDate && String(inputDate).trim() !== '') ? String(inputDate) : '';
+        }
+        return d.getDate() + '/' + policyMonthNames[d.getMonth()] + '/' + d.getFullYear();
+    }
+
+    function formatPolicyFormDate(inputDate) {
+        var d = parsePolicyDate(inputDate);
+        if (!d) {
+            return (inputDate && String(inputDate).trim() !== '') ? String(inputDate) : '';
+        }
+        var day = ('0' + d.getDate()).slice(-2);
+        var month = ('0' + (d.getMonth() + 1)).slice(-2);
+        return day + '/' + month + '/' + d.getFullYear();
+    }
+
+    function policyFormDateForSubmit(inputDate) {
+        var formatted = formatPolicyFormDate(inputDate);
+        if (!formatted) {
+            return inputDate || '';
+        }
+        var parts = formatted.split('/');
+        return parts[0] + '-' + parts[1] + '-' + parts[2];
+    }
+
+    // Convert API/storage dates to d/m/Y for form inputs
+    function rearrangeDateFormat(inputDate) {
+        return formatPolicyFormDate(inputDate);
     }
 
     function checkDateStatus(inputDate, bg = false) {
 
-        var givenDate = new Date(inputDate);
+        var givenDate = parsePolicyDate(inputDate);
+        if (!givenDate) {
+            return bg ? '' : '';
+        }
         var currentDate = new Date();
 
         if (bg != false) {
@@ -2763,7 +2812,7 @@ $(document).ready(function () {
                                 <td>${policy_name_data}</td>
                                 <td>${item.branch_name ? item.branch_name : ' - '}</td>
                                 <td>${tpaValue}</td>
-                                <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
+                                <td>${formatPolicyDisplayDate(item.policy_start_date)} - ${formatPolicyDisplayDate(item.policy_end_date)}</td>
                             
                                 <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                                 <td>
@@ -2809,7 +2858,7 @@ $(document).ready(function () {
                                 <td>${policy_name_data}</td>
                                 <td>${item.branch_name ? item.branch_name : ' - '}</td>
                                 <td>${tpaValue}</td>
-                                <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
+                                <td>${formatPolicyDisplayDate(item.policy_start_date)} - ${formatPolicyDisplayDate(item.policy_end_date)}</td>
                             
                                 <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                                 <td>

app/Views/commission_file_upload.php

@@ -182,7 +182,7 @@
                                             <td><?php echo ucfirst($row['department']) ?> </td>
                                             <td><?php echo $row['rules_count'] ?></td>
                                             <td><?php echo ucfirst($row['file_status']) ?> </td>
-                                            <td><?php echo change_date_format($row['created_at'],'Y-m-d H:i:s', 'd M Y h:i A') . ' by <strong>' . $row['created_user_name'] . '</strong>' ?>
+                                            <td><?php echo change_date_format($row['created_at'],'Y-m-d H:i:s', 'd/m/Y h:i A') . ' by <strong>' . $row['created_user_name'] . '</strong>' ?>
                                             <td>
                                                 <div class="btn-group dropdown">
                                                     <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>

app/Views/docs/bds-commission.php

@@ -0,0 +1,292 @@
+<?php
+/**
+ * BDS commission — content only
+ * app/Views/docs/bds-commission.php
+ *
+ * Based on:
+ * - app/Views/commission_file_upload.php
+ * - app/Views/commission_rules_list.php
+ * - app/Controllers/RuleImportController.php
+ * - app/Controllers/InsuranceCommissionController.php
+ */
+?>
+
+<p>
+  <strong>BDS commission</strong> is a two-part flow: admins upload commission <strong>rules</strong>
+  (Excel) per insurer, month, and department; partner/BDS systems then call an API to
+  <strong>calculate payout</strong> for a policy using those rules.
+</p>
+
+<h2 id="overview">Overview</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    A["Upload rules Excel"] --> B["Save JSON on disk"]
+    B --> C["Edit rules in UI"]
+    D["Policy data POST"] --> E["Load matching JSON"]
+    E --> F["Match rule and return payout"]
+  </div>
+</div>
+
+<p><strong>In short:</strong></p>
+<ul>
+  <li><strong>Setup:</strong> <code>RuleImportController</code> + <code>commission_file_upload.php</code> — import and manage rules.</li>
+  <li><strong>Runtime:</strong> <code>POST getCommission</code> → <code>InsuranceCommissionController::initiateCommissionCalc</code> — read JSON, pick first matching rule, return payout.</li>
+  <li>Rules file path: <code>writable/uploads/commission/rules/{MONYYYY}/{insurer_id}_{department}.json</code> (e.g. <code>SEP2025/5_motor.json</code>).</li>
+</ul>
+
+<h2 id="key-files">Key files</h2>
+
+<table>
+  <thead>
+    <tr><th>Part</th><th>File</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>Upload list UI</td><td><code>app/Views/commission_file_upload.php</code></td></tr>
+    <tr><td>Rules editor UI</td><td><code>app/Views/commission_rules_list.php</code></td></tr>
+    <tr><td>Upload and editor API</td><td><code>app/Controllers/RuleImportController.php</code></td></tr>
+    <tr><td>Excel parsing</td><td><code>ruleImportService</code> (via <code>Config\Services::ruleImportService()</code>)</td></tr>
+    <tr><td>Payout calculation API</td><td><code>app/Controllers/InsuranceCommissionController.php</code></td></tr>
+    <tr><td>Upload metadata DB</td><td><code>commission_files</code> (<code>CommissionFilesModel</code>)</td></tr>
+  </tbody>
+</table>
+
+<h2 id="routes">Routes</h2>
+
+<p><strong>Admin (commission group):</strong></p>
+<table>
+  <thead>
+    <tr><th>Route</th><th>Handler</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>GET/POST commission/list</code></td><td><code>commissionFileUploadList</code></td></tr>
+    <tr><td><code>POST commission/upload</code></td><td><code>upload</code></td></tr>
+    <tr><td><code>GET commission/sample_file</code></td><td>Sample CSV download</td></tr>
+    <tr><td><code>GET commission/downloadErrorFile</code></td><td>Annotated error Excel</td></tr>
+    <tr><td><code>GET commission/checkSameEntry</code></td><td>Duplicate insurer + month + department check</td></tr>
+    <tr><td><code>GET commission/rules/list/(:id)</code></td><td><code>ruleList</code> — rules editor page</td></tr>
+    <tr><td><code>POST commission/rules/save/</code></td><td><code>saveRule</code></td></tr>
+    <tr><td><code>POST commission/rules/remove/</code></td><td><code>removeRule</code></td></tr>
+    <tr><td><code>GET commission/checkRuleUsage</code></td><td>Whether rule is used on partner policies</td></tr>
+    <tr><td><code>GET commission/deleteCommissionData/(:id)</code></td><td>Soft-delete file + mark rules deleted</td></tr>
+  </tbody>
+</table>
+
+<p><strong>Runtime API:</strong></p>
+<pre><code class="language-text">POST getCommission
+  → InsuranceCommissionController::initiateCommissionCalc
+  → filter: CommissionApiFilter</code></pre>
+
+<h2 id="commission-file-format">How to build the commission file</h2>
+
+<p>
+  Use the template from the upload screen (<strong>Download sample file</strong>) or copy from
+  <code>public/sample_excel/sample_commission.csv</code>. Dev copies also live under
+  <code>writable/uploads/commission/files/</code> (e.g. <code>sample_commission.csv</code>,
+  <code>Sample_commission_file-New.xlsx</code>). After a successful import, see the generated JSON under
+  <code>writable/uploads/commission/rules/{MONYYYY}/</code> (example: <code>NOV2025/1_motor.json</code>).
+</p>
+
+<div class="callout warning">
+  <span>!</span>
+  <div>
+    <strong>Use the current column layout</strong>
+    Some older CSVs in <code>writable/uploads/commission/files/</code> use legacy headers
+    (<code>Rule Name</code>, <code>Commission Params(TP:OD:PA)</code>). The importer expects the
+    <strong>S.No</strong> layout below (<code>RuleImportService</code>). Wrong headers fail with
+    “Missing required columns”.
+  </div>
+</div>
+
+<h3 id="required-columns">Required columns (row 1 headers)</h3>
+
+<p>Header text must match <strong>exactly</strong> (one row per rule, starting row 2). Empty cells are allowed and simply skip that condition.</p>
+
+<table>
+  <thead>
+    <tr><th>Column</th><th>Purpose</th><th>Example</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>S.No</td><td>Serial (not used in logic)</td><td>1</td></tr>
+    <tr><td>Premium Type</td><td>Maps to <code>policy_type</code></td><td>OD, TP, COM</td></tr>
+    <tr><td>Vehicle Type</td><td><code>vehicle_type</code>; comma = multiple (IN)</td><td>Two Wheeler, Four Wheeler</td></tr>
+    <tr><td>Vehicle Sub Type</td><td><code>vehicle_sub_type</code></td><td>Car, PCV</td></tr>
+    <tr><td>Make / Model</td><td>Vehicle make and model</td><td>Honda, i10</td></tr>
+    <tr><td>CC Min / CC Max</td><td>Cubic capacity range</td><td>1000, 3000</td></tr>
+    <tr><td>Fuel Type</td><td>Comma-separated fuels</td><td>Petrol, Diesel</td></tr>
+    <tr><td>Vehicle Age Min / Max</td><td>Vehicle age range (years)</td><td>1, 5</td></tr>
+    <tr><td>Vehicle Weight Min / Max</td><td>Weight range (kg)</td><td>2000, 3000</td></tr>
+    <tr><td>RTO State / RTO Code</td><td><code>geo_rto_state</code>, <code>geo_rto_city</code></td><td>RJ, 41</td></tr>
+    <tr><td>Renewal Type</td><td><code>renewal_type</code></td><td>Online, Cash, Card</td></tr>
+    <tr><td>Commission Type</td><td><code>percentage</code>, <code>composite</code>, <code>flat</code>, <code>tiered</code></td><td>percentage</td></tr>
+    <tr><td>Commission Value</td><td>% or flat amount (required for percentage / flat)</td><td>15 or 500</td></tr>
+    <tr><td>Commission Params (TP)</td><td>Composite: % on TP premium</td><td>18</td></tr>
+    <tr><td>Commission Params (OD)</td><td>Composite: % on OD premium</td><td>10</td></tr>
+    <tr><td>Commission Params (PA)</td><td>Composite: % on PA premium</td><td>0 or empty</td></tr>
+  </tbody>
+</table>
+
+<h3 id="commission-types">Commission types (what to fill)</h3>
+
+<table>
+  <thead>
+    <tr><th>Type</th><th>Fill in sheet</th><th>Becomes in JSON</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td><code>percentage</code></td>
+      <td>Commission Value = e.g. <code>10</code></td>
+      <td>10% of <code>premium</code></td>
+    </tr>
+    <tr>
+      <td><code>composite</code></td>
+      <td>Leave Value empty; set TP / OD / PA param columns (percent each)</td>
+      <td>Split % on <code>tp_premium</code>, <code>od_premium</code>, <code>pa_premium</code></td>
+    </tr>
+    <tr>
+      <td><code>flat</code></td>
+      <td>Commission Value = fixed rupee amount e.g. <code>500</code></td>
+      <td>Fixed payout on <code>premium</code></td>
+    </tr>
+  </tbody>
+</table>
+
+<h3 id="commission-file-samples">Sample rows (from project files)</h3>
+
+<p><strong>Template header + rows</strong> (<code>public/sample_excel/sample_commission.csv</code>):</p>
+<pre><code class="language-text">S.No,Premium Type,Vehicle Type,...,Commission Type,Commission Value,Commission Params (TP),Commission Params (OD),Commission Params (PA)
+1,OD,Car,...,percentage,15,,,
+2,TP,Two Wheeler,...,composite,,18,10,
+3,COM,PCV,...,percentage,25,,,
+4,COM,GCV,...,composite,,,10,</code></pre>
+
+<p><strong>Example A — composite two-wheeler</strong> (from <code>writable/.../rules/NOV2025/1_motor.json</code>):</p>
+<ul>
+  <li>Vehicle Type = <code>Two Wheeler</code>, CC Min/Max = <code>100</code></li>
+  <li>Commission Type = <code>composite</code>, TP = <code>10</code>, OD = <code>25</code></li>
+  <li>Result: 10% on TP premium + 25% on OD premium when policy matches</li>
+</ul>
+
+<p><strong>Example B — percentage four-wheeler</strong>:</p>
+<ul>
+  <li>Vehicle Type = <code>Four Wheeler</code>, CC = <code>1000</code>, Vehicle Age Min/Max = <code>5</code></li>
+  <li>Commission Type = <code>percentage</code>, Commission Value = <code>10</code></li>
+  <li>Result: 10% of total premium</li>
+</ul>
+
+<p><strong>Example C — composite TP-only</strong>:</p>
+<ul>
+  <li>Premium Type = <code>TP</code>, Vehicle Type = <code>Four Wheeler</code></li>
+  <li>Commission Type = <code>composite</code>, Commission Params (TP) = <code>10</code></li>
+  <li>Result: 10% on TP premium only</li>
+</ul>
+
+<p><strong>Example D — flat amount</strong>:</p>
+<ul>
+  <li>Vehicle Type = <code>Two Wheeler,Four Wheeler</code> (comma → matches either)</li>
+  <li>Commission Type = <code>flat</code>, Commission Value = <code>500</code></li>
+  <li>Result: fixed ₹500 when matched</li>
+</ul>
+
+<p><strong>Tips:</strong></p>
+<ul>
+  <li>Min must not be greater than Max (CC, age, weight) or the row fails validation.</li>
+  <li>On failure, download the <strong>annotated</strong> file — errors are written into the sheet.</li>
+  <li>Supported formats: <code>.csv</code>, <code>.xlsx</code>, <code>.xls</code>, <code>.ods</code>.</li>
+  <li>Upload UI departments: <code>motor</code>, <code>health</code>; import logic is built for <strong>motor</strong> columns today.</li>
+</ul>
+
+<h2 id="upload-flow">Rule upload</h2>
+
+<p>From <code>commission_file_upload.php</code> the user picks insurer, commission month, department (motor / health), and an Excel/CSV file.</p>
+
+<ol>
+  <li><code>checkSameEntry</code> — if a successful upload already exists for the same trio, SweetAlert offers <strong>Overwrite</strong> or <strong>Append</strong> (<code>overwrite=1</code> or <code>0</code> on POST).</li>
+  <li><code>upload</code> — stores file under <code>writable/uploads/commission/files/</code>, inserts <code>commission_files</code> row (<code>pending</code>).</li>
+  <li><code>ruleImportService->processUpload()</code> — validates Excel rows; on success returns <code>rules</code> array; on failure returns <code>annotated_file</code> for download.</li>
+  <li>On success — writes JSON to <code>rules/{MONYYYY}/{insurer_id}_{department}.json</code>; sets <code>file_status=success</code> and <code>rules_count</code>.</li>
+  <li>On failure — <code>file_status=failed</code>; user downloads <code>annotated_{filename}</code> via <code>downloadErrorFile</code>.</li>
+</ol>
+
+<h2 id="rules-editor">Rules editor</h2>
+
+<p>
+  For successful uploads, action <strong>View Rules</strong> opens
+  <code>commission/rules/list/{file_id}</code> (<code>commission_rules_list.php</code>).
+</p>
+<ul>
+  <li>Lists rules from the JSON file for that upload’s insurer, month, and department.</li>
+  <li><code>saveRule</code> — create or update a rule (conditions + calculation + name) in the JSON via <code>updateCommissionRules()</code>.</li>
+  <li><code>removeRule</code> — soft-delete one rule (<code>is_deleted=true</code>).</li>
+  <li><code>checkRuleUsage</code> — warns if <code>partner_policy.commission_applied_rule</code> references the rule.</li>
+  <li>Deleting the whole upload marks all rules with that <code>file_id</code> as deleted in JSON, then sets <code>commission_files.is_active=0</code>.</li>
+</ul>
+
+<h2 id="rule-json">Rule JSON shape</h2>
+
+<p>Each rule is roughly:</p>
+<pre><code class="language-json">{
+  "id": "rule_…",
+  "name": "Rule name",
+  "department": "motor",
+  "file_id": 12,
+  "is_deleted": false,
+  "conditions": [
+    { "field": "vehicle_type", "operator": "==", "value": "car" }
+  ],
+  "calculation": {
+    "type": "percentage",
+    "value": 10,
+    "on": "premium"
+  }
+}</code></pre>
+
+<p>Calculation types in <code>InsuranceCommissionController</code>: <code>percentage</code>, <code>composite</code>, <code>fixed</code>. Conditions support <code>==</code>, <code>!=</code>, <code>&gt;</code>, <code>&gt;=</code>, <code>&lt;</code>, <code>&lt;=</code>, <code>between</code>, <code>in</code>.</p>
+
+<h2 id="calculation-api">Commission calculation API</h2>
+
+<p><code>initiateCommissionCalc()</code> expects POST/JSON including at least:</p>
+<ul>
+  <li><code>policy_issue_date</code> — used to pick folder <code>{MON}{YEAR}</code> (e.g. SEP2025)</li>
+  <li><code>insurer_id</code></li>
+  <li><code>department</code> — motor, health, etc.</li>
+  <li>Fields referenced in rule conditions and calculation bases (e.g. <code>premium</code>, <code>od_premium</code>)</li>
+</ul>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["POST getCommission"] --> B{"Required fields present?"}
+    B -->|No| C["Validation error"]
+    B -->|Yes| D["Load rules JSON for month, insurer, department"]
+    D --> E{"File exists?"}
+    E -->|No| F["Rules file not found"]
+    E -->|Yes| G["Find first rule where all conditions match"]
+    G --> H{"Rule found?"}
+    H -->|No| I["No matching rules"]
+    H -->|Yes| J["Apply calculation type"]
+    J --> K["Return payout and rule"]
+  </div>
+</div>
+
+<p>Rules with <code>is_deleted: false</code> are loaded; the <strong>first</strong> matching rule wins (no priority field yet).</p>
+
+<h2 id="developer-steps">Developer steps</h2>
+
+<ol>
+  <li>Open <code>/commission/list</code> (logged-in admin).</li>
+  <li>Download sample file, fill rules for insurer + month + department, upload.</li>
+  <li>If validation fails, download the annotated error file and fix the sheet.</li>
+  <li>Use <strong>View Rules</strong> to tweak conditions or calculation without re-uploading the whole file.</li>
+  <li>Test payout: <code>POST getCommission</code> with the same insurer, department, and a <code>policy_issue_date</code> in that commission month.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Month folder must match policy date</strong> — upload uses commission month; API uses <code>policy_issue_date</code> to resolve the same <code>MONYYYY</code> folder.</li>
+  <li><strong>Append vs overwrite</strong> — append merges JSON arrays; overwrite backs up the old file then replaces.</li>
+  <li><strong>Departments</strong> — upload UI currently offers motor and health; API department string must match the JSON filename slug.</li>
+  <li><strong>HTTP 200 on upload errors</strong> — check <code>status</code> and <code>code</code> in the JSON body, not only HTTP status.</li>
+</ul>

app/Views/docs/bds-insurer-statement.php

@@ -0,0 +1,309 @@
+<?php
+/**
+ * BDS Insurer statement — content only
+ * app/Views/docs/bds-insurer-statement.php
+ *
+ * Based on:
+ * - app/Views/insurer_statement_list.php
+ * - app/Controllers/PolicyTransactionController.php
+ *   (statementList, uploadInsurerStatement, validateInsurerStatement, updateInsurerStatement)
+ */
+?>
+
+<p>
+  <strong>BDS Insurer statement</strong> lets finance users upload an insurer-provided Excel statement,
+  validate each row against NHance policy transactions (<code>pt_co_share_details</code> +
+  <code>policy_transaction</code>), and persist matched brokerage amounts into
+  <code>co_share_stmt_details</code>. The admin UI is
+  <code>app/Views/insurer_statement_list.php</code>; all server logic lives in
+  <code>PolicyTransactionController</code> under the <code>policy_tranction/statement</code> route group.
+</p>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    <strong>Auth</strong>
+    Statement routes use the <code>authMVC</code> filter. Upload and list are browser AJAX/form calls from an authenticated session, not public API endpoints.
+  </div>
+</div>
+
+<h2 id="overview">Overview</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    A[Upload Excel] --> B[validateInsurerStatement]
+    B --> C{All rows OK?}
+    C -->|Yes| D[updateInsurerStatement]
+    C -->|No| E[file_status failed]
+    D --> F[co_share_stmt_details]
+  </div>
+</div>
+
+<h2 id="row-validation-flowchart">Row validation logic</h2>
+
+<p>
+  <code>validateInsurerStatement()</code> checks that every Excel line maps to a real NHance transaction
+  for the selected insurer branch. Each row is matched on <strong>policy number</strong> (column B) and
+  <strong>endorsement number</strong> (column C).
+</p>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["Read Excel"] --> B["Fetch NHance rows for policies in the file"]
+    B --> C["Check each non-empty row"]
+    C --> D{"Policy and endorsement found in NHance?"}
+    D -->|"Yes, first time in file"| E["Row valid"]
+    D -->|"Same combo again"| F["Duplicate"]
+    D -->|"Policy not found"| G["Invalid policy"]
+    D -->|"Policy OK, wrong endorsement"| H["Invalid endorsement"]
+    E --> I{"Any bad rows?"}
+    F --> I
+    G --> I
+    H --> I
+    I -->|No| J["Validation passes"]
+    I -->|Yes| K["Validation fails"]
+  </div>
+</div>
+
+<p><strong>In short:</strong></p>
+<ul>
+  <li>Empty rows are ignored.</li>
+  <li>A row is <strong>valid</strong> only if that policy + endorsement exists in NHance and appears once in the upload.</li>
+  <li>If anything fails, the whole file is marked <code>failed</code> and errors are shown per row in the UI.</li>
+</ul>
+
+<h2 id="key-files-routes">Key files and routes</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>Location</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>UI</td>
+      <td><code>app/Views/insurer_statement_list.php</code> — DataTable list, upload modal, validation error modal, invoice modal</td>
+    </tr>
+    <tr>
+      <td>Controller</td>
+      <td><code>app/Controllers/PolicyTransactionController.php</code></td>
+    </tr>
+    <tr>
+      <td>Statement header model</td>
+      <td><code>app/Models/InsurerStatements.php</code> → <code>insurer_statements</code></td>
+    </tr>
+    <tr>
+      <td>Line-item model</td>
+      <td><code>app/Models/COShareStmtDetailsModel.php</code> → <code>co_share_stmt_details</code></td>
+    </tr>
+    <tr>
+      <td>NHance source rows</td>
+      <td><code>app/Models/PTCOShareDetailsModel.php</code> → <code>getNonReconcileredPolicyTransactionByPolicyAndEndorsement()</code></td>
+    </tr>
+    <tr>
+      <td>Sample Excel</td>
+      <td><code>public/sample_excel/insurer_stament_sample.xlsx</code></td>
+    </tr>
+  </tbody>
+</table>
+
+<p>Routes (prefix <code>policy_tranction/statement</code>, filter <code>authMVC</code>):</p>
+
+<table>
+  <thead>
+    <tr><th>Method</th><th>Route</th><th>Handler</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>GET</td><td><code>list</code></td><td><code>statementList</code></td></tr>
+    <tr><td>POST</td><td><code>upload</code></td><td><code>uploadInsurerStatement</code></td></tr>
+    <tr><td>GET</td><td><code>downloadSampleInsurerStatement</code></td><td>Sample file download</td></tr>
+    <tr><td>GET</td><td><code>downloadInsurerStatement/(:num)</code></td><td>Uploaded file download</td></tr>
+    <tr><td>GET</td><td><code>getFileErr/(:any)</code></td><td>Validation failure JSON for modal</td></tr>
+    <tr><td>GET</td><td><code>getInsurerStatementMonth</code></td><td>Used to disable already-used statement numbers</td></tr>
+    <tr><td>GET</td><td><code>deleteStatement/(:any)</code></td><td>Soft-delete statement + related rows</td></tr>
+    <tr><td>GET</td><td><code>getPaymentDetails/(:any)</code></td><td>Invoice modal data</td></tr>
+    <tr><td>POST</td><td><code>saveInvoicePaymentDetails</code></td><td>Invoice / payment save</td></tr>
+  </tbody>
+</table>
+
+<pre><code class="language-php">$routes->group('policy_tranction', ['filter' => 'authMVC'], function ($routes) {
+    $routes->group('statement', ['filter' => 'authMVC'], function ($routes) {
+        $routes->get('list', 'PolicyTransactionController::statementList');
+        $routes->post('upload', 'PolicyTransactionController::uploadInsurerStatement');
+        // ...
+    });
+});</code></pre>
+
+<h2 id="statement-list-ui">Statement list UI</h2>
+
+<p>
+  <code>statementList()</code> loads insurers/branches via
+  <code>insurerBranchModel::getInsurerBranchesWithInsurerNames()</code>, invoice status labels, and
+  statements from the last <strong>180 days</strong> (<code>is_active = 1</code>). The view shows:
+</p>
+
+<ul>
+  <li>Insurer branch, statement month, statement serial no, filename (download link), line items count</li>
+  <li><code>file_status</code> — <code>success</code> or <code>failed</code> (failed rows show an alert icon → error modal)</li>
+  <li><code>invoice_status</code> — pending / generated / sent / payment received</li>
+  <li>Actions (non-failed only): invoice status update, delete</li>
+</ul>
+
+<p>
+  Upload form fields (<code>#insurer_statement_upload_form</code>): insurer
+  (<code>insurer_id-branch_id</code>), statement month (flatpickr), statement no (1–7), Excel file.
+  Submit is AJAX POST to relative <code>upload</code>. On success the page reloads; on validation failure
+  the API still returns HTTP 200 with <code>dataStatus: false</code> and <code>error_data</code>.
+</p>
+
+<h2 id="upload-flow">uploadInsurerStatement()</h2>
+
+<ol>
+  <li>Validates uploaded file: Excel MIME types, max 16 MB (<code>max_size[statement,16384]</code> KB).</li>
+  <li>Moves file to <code>WRITEPATH . 'uploads/statements/'</code> (see <code>createStatementFolder()</code> for folder creation).</li>
+  <li>Parses POST: <code>insurer</code> as <code>{insurer_id}-{branch_id}</code>, <code>statement_month</code> (converted to first-of-month <code>Y-m-d</code>), <code>statement_no</code> → <code>stmt_sno</code>.</li>
+  <li>Inserts <code>insurer_statements</code> row via <code>InsurerStatements</code> model.</li>
+  <li>Calls <code>validateInsurerStatement(['file_id' => $file_id])</code>.</li>
+  <li>If validation passes, calls <code>updateInsurerStatement(['file_id' => $file_id])</code>.</li>
+  <li>On validation failure: responds with <code>dataStatus: false</code>, <code>error_data</code>, <code>error_code</code> (HTTP 200).</li>
+  <li>On success: sets <code>invoice_status = 'pending'</code> and returns <code>dataStatus: true</code>.</li>
+</ol>
+
+<h2 id="validate-flow">validateInsurerStatement($params)</h2>
+
+<p>Runs immediately after upload (and can be re-run manually in dev with a hard-coded <code>file_id</code> in <code>statementList()</code> comment).</p>
+
+<h3 id="validate-steps">Steps</h3>
+
+<ol>
+  <li>Load <code>insurer_statements</code> by <code>file_id</code>; fail if missing or physical file absent under <code>writable/uploads/statements/</code>.</li>
+  <li>Load active sheet via PhpSpreadsheet; drop header row; sanitize with <code>ExcelSanitizeHelper::sanitizeArrayData()</code>.</li>
+  <li>Collect unique policy numbers from column <strong>B</strong> (index <code>1</code>), skipping empty rows via <code>check_row_is_empty_or_null()</code>.</li>
+  <li>Fetch NHance candidates:
+    <code>PTCOShareDetailsModel::getNonReconcileredPolicyTransactionByPolicyAndEndorsement(insurer_id, branch_id, policy_no[])</code>
+    — matches <code>pt.policy_no</code> for completed transactions on that insurer branch.</li>
+  <li>Build lookup keys <code>policy_no|endorsement_no</code> (sanitized) for source and Excel rows.</li>
+  <li>For each non-empty Excel row, match policy + endorsement; track duplicates in <code>$matched_entry</code>.</li>
+  <li>On mismatch, append row-wise HTML messages under <code>error_data[row_index]</code>.</li>
+  <li>Update <code>insurer_statements.line_items</code>, <code>file_status</code> (<code>success</code> / <code>failed</code>), <code>reason</code> (JSON).</li>
+</ol>
+
+<h3 id="sanitize">sanitizeStatementLookupValue()</h3>
+
+<p>Private helper trims Unicode spaces and strips zero-width / BOM characters from policy and endorsement values before comparison — avoids “looks equal” mismatches in Excel.</p>
+
+<h3 id="validation-errors">Validation error codes</h3>
+
+<table>
+  <thead>
+    <tr><th>error_code</th><th>Meaning</th><th>UI</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>0</code></td><td>DB row missing or physical file not found</td><td>Plain message in modal</td></tr>
+    <tr><td><code>1</code></td><td>Legacy: list of row numbers (old format)</td><td>Comma-separated row list</td></tr>
+    <tr><td><code>2</code></td><td>Row-wise validation (current)</td><td>Modal lists each row with policy / endorsement / duplicate messages</td></tr>
+  </tbody>
+</table>
+
+<p>Row keys in <code>error_data</code> are the <strong>array index</strong> from the Excel loop (first data row is typically <code>1</code> after header removal), not necessarily the Excel row number on sheet.</p>
+
+<h2 id="update-flow">updateInsurerStatement($params)</h2>
+
+<p>Runs only when validation returned <code>status: true</code>.</p>
+
+<ol>
+  <li>Same file load / sanitize path as validation.</li>
+  <li>Rebuild policy list and source lookup (policy + endorsement → array of <code>pt_co_share_details</code> rows).</li>
+  <li>For each Excel row with a matching source entry, compute brokerage totals and variance:
+    <ul>
+      <li>BP: amount col <code>3</code>, brokerage col <code>5</code></li>
+      <li>TP: amount col <code>4</code>, brokerage col <code>6</code></li>
+      <li>TEP: forced to <code>0</code> in current code</li>
+      <li><code>reward</code> from col <code>7</code></li>
+      <li><code>variance = exp_amt - total_amt</code> (from source <code>exp_amt</code>)</li>
+    </ul>
+  </li>
+  <li><code>COShareStmtDetailsModel::insertBatch($data_to_update)</code> — one row per matched Excel line.</li>
+  <li>Sets <code>file_status = success</code>, <code>invoice_status = pending</code>, clears/sets <code>reason</code>.</li>
+</ol>
+
+<h2 id="excel-columns">Excel column mapping (0-based index)</h2>
+
+<p>Header row is removed; data columns used by validation/update:</p>
+
+<table>
+  <thead>
+    <tr><th>Index</th><th>Column</th><th>Use</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>1</code></td><td>B</td><td>Policy number (required for matching)</td></tr>
+    <tr><td><code>2</code></td><td>C</td><td>Endorsement number</td></tr>
+    <tr><td><code>3</code></td><td>D</td><td>Actual BP amount</td></tr>
+    <tr><td><code>4</code></td><td>E</td><td>Actual TP amount</td></tr>
+    <tr><td><code>5</code></td><td>F</td><td>Actual BP brokerage</td></tr>
+    <tr><td><code>6</code></td><td>G</td><td>Actual TP brokerage</td></tr>
+    <tr><td><code>7</code></td><td>H</td><td>Reward</td></tr>
+  </tbody>
+</table>
+
+<p>Download the canonical layout from the list page link → <code>downloadSampleInsurerStatement</code>.</p>
+
+<h2 id="nhance-source-query">NHance source query</h2>
+
+<p><code>getNonReconcileredPolicyTransactionByPolicyAndEndorsement()</code> joins:</p>
+
+<ul>
+  <li><code>pt_co_share_details</code> (active) → <code>policy_transaction</code> (active, <code>status = completed</code>)</li>
+  <li>Filtered by <code>insurer_id</code>, <code>insurer_branch_id</code>, and <code>pt.policy_no IN (...)</code></li>
+</ul>
+
+<p>
+  Matching is on sanitized <code>policy_no</code> + <code>endorsement_no</code>. The method name suggests
+  “non-reconciled” but the current query does <strong>not</strong> filter <code>statement_id IS NULL</code>;
+  be aware when re-uploading or debugging duplicate reconciliation.
+</p>
+
+<h2 id="invoice-and-delete">Invoice status and delete</h2>
+
+<p>After a successful upload, users manage invoice lifecycle from the list (separate from upload/validate):</p>
+
+<ul>
+  <li><code>invoice_status</code>: <code>pending</code>, <code>generated</code>, <code>sent</code>, <code>payment_received</code></li>
+  <li><code>saveInvoicePaymentDetails</code> — JSON POST from invoice modal</li>
+  <li><code>deleteStatement($id)</code> — soft-deletes <code>co_share_stmt_details</code>, <code>inv_payment_details</code>, and <code>insurer_statements</code> for that id</li>
+</ul>
+
+<p>
+  <code>getInsurerStatementMonth</code> returns successful statements for insurer+month so the UI can
+  disable statement numbers already used (<code>disableStatementNo()</code> in the view).
+</p>
+
+<h2 id="developer-steps">Developer steps</h2>
+
+<ol>
+  <li>Ensure <code>writable/uploads/statements/</code> exists and is writable (or call <code>createStatementFolder()</code> once).</li>
+  <li>Open <code>policy_tranction/statement/list</code> in a logged-in session.</li>
+  <li>Use sample Excel; pick insurer branch and month; choose an unused statement number (1–7 per insurer/month).</li>
+  <li>Confirm policy/endorsement exist on a <strong>completed</strong> BDS transaction for that insurer branch.</li>
+  <li>On failure, open the alert icon → modal calls <code>getFileErr/{id}</code> and renders <code>reason</code> JSON.</li>
+  <li>To debug validation only: temporarily uncomment the <code>validateInsurerStatement</code> / <code>updateInsurerStatement</code> one-liner in <code>statementList()</code> with a known <code>file_id</code>.</li>
+</ol>
+
+<h2 id="common-pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Hidden Excel characters</strong> — policy/endorsement must pass <code>sanitizeStatementLookupValue()</code>; re-type values if NHance shows a match but upload fails.</li>
+  <li><strong>Duplicate policy + endorsement</strong> in the same file → <code>error_code 2</code>, duplicate message on second row.</li>
+  <li><strong>Validation failed but file on disk</strong> — <code>insurer_statements</code> row remains; user sees <code>failed</code> status; re-upload needs a new statement or delete the failed row.</li>
+  <li><strong>Statement number reuse</strong> — only successful uploads for that insurer/month block numbers in the dropdown via <code>getInsurerStatementMonth</code>.</li>
+  <li><strong>Upload response HTTP 200 on error</strong> — front-end checks <code>dataStatus</code>, not status code alone.</li>
+  <li><strong>Legacy handlers</strong> — <code>validateInsurerStatementOld</code>, <code>updateInsurerStatementOLD</code> remain in the controller; production path is the non-<code>Old</code> methods documented here.</li>
+</ul>
+
+<h2 id="related-bds">Related BDS features</h2>
+
+<ul>
+  <li>BDS reports: <code>policy_tranction/report/list</code>, variance, finance, outstanding lists</li>
+  <li>Daily BDS cron mail: <code>cronDailyBDSReport</code> (separate from statement upload)</li>
+</ul>

app/Views/docs/correction.php

@@ -0,0 +1,265 @@
+<?php
+/**
+ * Correction (employee Excel upload) — content only
+ * app/Views/docs/correction.php
+ *
+ * Based on:
+ * - app/Views/employee_upload.php
+ * - app/Controllers/EmployeeServiceController.php
+ *   (excelFileFormatValidation, excelFileDataValidation, employeesCorrectionProcess)
+ * - app/Controllers/EmployeeController.php (employeesUplodWithEvents)
+ * - app/Controllers/JobWorker.php
+ */
+?>
+
+<p>
+  <strong>Correction</strong> updates existing member data on an active policy via Excel upload
+  (<code>files.action = correction</code>). The final step creates <strong>pending correction endorsements</strong>
+  on the <code>employees</code> table — data is not updated until those endorsements are applied downstream.
+</p>
+
+<p>
+  Processing is in <code>EmployeeServiceController::employeesCorrectionProcess</code>, queued after the same
+  format and data validation steps used for inception and deletion.
+</p>
+
+<h2 id="overview">Overview</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    A["Upload Excel action correction"] --> B["excelFileFormatValidation"]
+    B --> C["excelFileDataValidation"]
+    C --> D["employeesCorrectionProcess job"]
+    D --> E["emp_endorsement pending on employees"]
+    B -->|errors| F["files.status failed"]
+    C -->|errors| F
+    D -->|loop done| G["files.status success"]
+  </div>
+</div>
+
+<p><strong>In short:</strong></p>
+<ul>
+  <li><strong>Step 1 — Format:</strong> 8 columns (A–H); field must be one of four allowed names; dates <code>d-M-Y</code>.</li>
+  <li><strong>Step 2 — Data:</strong> Member must exist (emp code + name + active policy); code <strong>10</strong> if not found.</li>
+  <li><strong>Step 3 — Correction:</strong> One pending endorsement per row per field (skips duplicate pending corrections).</li>
+  <li>Each Excel row = one field change for one member (not a full-family operation).</li>
+</ul>
+
+<h2 id="key-files-routes">Key files and routes</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>Location</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>UI</td>
+      <td><code>app/Views/employee_upload.php</code> — action <strong>Correction</strong></td>
+    </tr>
+    <tr>
+      <td>Upload</td>
+      <td><code>EmployeeController::employeesUplodWithEvents</code></td>
+    </tr>
+    <tr>
+      <td>Validation</td>
+      <td><code>excelFileFormatValidation</code>, <code>excelFileDataValidation</code></td>
+    </tr>
+    <tr>
+      <td>Correction process</td>
+      <td><code>EmployeeServiceController::employeesCorrectionProcess</code></td>
+    </tr>
+    <tr>
+      <td>Column config API</td>
+      <td><code>getCorrectionExcelColumns()</code> — used when building correction Excel programmatically</td>
+    </tr>
+    <tr>
+      <td>Job</td>
+      <td><code>employeesCorrectionProcess</code> in <code>JobWorker.php</code></td>
+    </tr>
+    <tr>
+      <td>Endorsements</td>
+      <td><code>EmpEndorsementModel</code> — <code>actions = c</code>, <code>table_name = employees</code>, <code>status = pending</code></td>
+    </tr>
+  </tbody>
+</table>
+
+<p><strong>Routes</strong> (group <code>/employee</code>, <code>authMVC</code>):</p>
+<ul>
+  <li><code>GET /employee/upload</code> — upload screen</li>
+  <li><code>POST /employee/upload</code> — <code>upload-action-type=correction</code></li>
+  <li><code>GET /employee/excel_error/{file_id}</code> — validation errors</li>
+</ul>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    <strong><code>files.policy_id</code></strong> is the client policy id. Lookup requires active
+    <code>employees</code> + <code>employee_polices</code> on that policy and branch.
+  </div>
+</div>
+
+<h2 id="sync-vs-jobs">Sync vs background jobs</h2>
+
+<table>
+  <thead>
+    <tr><th>Step</th><th>&lt; 1 MB</th><th>≥ 1 MB</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>Format validation</td><td>Inline on upload</td><td>Job <code>excelFileFormatValidation</code></td></tr>
+    <tr><td>Data validation</td><td>Job <code>excelFileDataValidation</code></td><td>Same</td></tr>
+    <tr><td>Correction process</td><td>Job <code>employeesCorrectionProcess</code></td><td>Same</td></tr>
+  </tbody>
+</table>
+
+<h2 id="format-validation">Step 1: excelFileFormatValidation</h2>
+
+<ul>
+  <li>Uses <code>$correction_excel_columns</code> — <strong>8 columns (A–H)</strong>.</li>
+  <li>Action code <code>C</code> for mandatory rules on correction-specific columns.</li>
+  <li><strong>Field</strong> (column D): only <code>name</code>, <code>dob</code>, <code>relationship</code>, <code>email_corporate</code>.</li>
+  <li><strong>Date of Correction</strong> (F): <code>d-M-Y</code>.</li>
+  <li><strong>Change event</strong> (G) and <strong>Value</strong> (E) are mandatory.</li>
+</ul>
+
+<h3 id="format-errors">Format error codes</h3>
+
+<table>
+  <thead>
+    <tr><th>Code</th><th>Meaning</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>1</td><td>Mandatory missing</td></tr>
+    <tr><td>2</td><td>Wrong format</td></tr>
+    <tr><td>3</td><td>Not in allowed list (e.g. invalid Field value)</td></tr>
+    <tr><td>4</td><td>Custom validation failed</td></tr>
+    <tr><td>5</td><td>File / policy problem</td></tr>
+    <tr><td>6</td><td>Column headers wrong</td></tr>
+  </tbody>
+</table>
+
+<h2 id="data-validation">Step 2: excelFileDataValidation</h2>
+
+<p>Rows grouped by EMP ID; for correction the critical check is <code>name_and_empid_check_in_db</code>:</p>
+<ul>
+  <li>Each row must match an active employee on the uploaded policy (emp code + name).</li>
+  <li>Not found → error code <strong>10</strong> (“Record Not found”).</li>
+</ul>
+
+<p>On success → queues <code>employeesCorrectionProcess</code> (with optional <code>batch_file_id</code> for TPA multi-file flows).</p>
+
+<h2 id="correction-process">Step 3: employeesCorrectionProcess</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["Read each Excel row"] --> B["Match emp_code plus name on active policy"]
+    B --> C{"Pending correction for same field?"}
+    C -->|Yes| D["Skip row"]
+    C -->|No| E["Insert emp_endorsement actions c"]
+    E --> F["old_value from DB new_value from Excel"]
+  </div>
+</div>
+
+<p><strong>Per row:</strong></p>
+<ul>
+  <li><code>field_name</code> ← column D (<code>name</code>, <code>dob</code>, <code>relationship</code>, <code>email_corporate</code>)</li>
+  <li><code>new_value</code> ← column E; if field is <code>dob</code>, converted from <code>d-M-Y</code> to <code>Y-m-d</code></li>
+  <li><code>date_of_correction</code> ← column F (converted to <code>Y-m-d</code>)</li>
+  <li><code>remarks</code> ← column H (optional)</li>
+  <li><code>old_value</code> ← current value from <code>employees.{field_name}</code></li>
+</ul>
+
+<p>
+  Skips insert when a pending correction endorsement already exists for the same
+  <code>emp_code</code>, <code>name</code>, and <code>field_name</code>
+  (<code>actions = c</code>, <code>endorsement_id IS NULL</code>, <code>status != truncated</code>).
+</p>
+
+<p>
+  Sets <code>files.status = success</code> when the loop completes and sends a success pull notification.
+  Rows with no DB match are not endorsed (no row-level failure on the file record).
+</p>
+
+<p>
+  <strong>TPA batch:</strong> If <code>batch_file_id</code> is set, also queues
+  <code>updateEmployeeDataFromTpa</code>, <code>reconTpaApiDataWithEmployeepolicies</code>, and
+  <code>initializeDeletionProcessForTpaApiData</code>.
+</p>
+
+<h2 id="excel-columns">Correction Excel columns</h2>
+
+<table>
+  <thead>
+    <tr><th>Col</th><th>Header</th><th>Required</th><th>Notes</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>A</td><td>S.No</td><td>Yes</td><td></td></tr>
+    <tr><td>B</td><td>EMP ID</td><td>Yes</td><td></td></tr>
+    <tr><td>C</td><td>NAME OF EMP/DEP</td><td>Yes</td><td>Must match DB before correction</td></tr>
+    <tr><td>D</td><td>Field</td><td>Yes</td><td><code>name</code>, <code>dob</code>, <code>relationship</code>, <code>email_corporate</code></td></tr>
+    <tr><td>E</td><td>Value</td><td>Yes</td><td>New value; DOB as <code>d-M-Y</code></td></tr>
+    <tr><td>F</td><td>Date of Correction</td><td>Yes</td><td><code>d-M-Y</code></td></tr>
+    <tr><td>G</td><td>Change event</td><td>Yes</td><td>e.g. <code>correction</code></td></tr>
+    <tr><td>H</td><td>Remarks</td><td>No</td><td>Stored on endorsement</td></tr>
+  </tbody>
+</table>
+
+<h2 id="row-example">Row layout examples</h2>
+
+<p><strong>Fix DOB</strong> — one row, one field:</p>
+
+<table>
+  <thead>
+    <tr><th>EMP ID</th><th>NAME</th><th>Field</th><th>Value</th><th>Date of Correction</th><th>Change event</th><th>Remarks</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>EMP001</td>
+      <td>Raj Kumar</td>
+      <td>dob</td>
+      <td>15-Jan-1985</td>
+      <td>19-May-2026</td>
+      <td>correction</td>
+      <td>Typo in upload</td>
+    </tr>
+  </tbody>
+</table>
+
+<p><strong>Multiple fixes</strong> — use separate rows (same or different members):</p>
+
+<table>
+  <thead>
+    <tr><th>EMP ID</th><th>NAME</th><th>Field</th><th>Value</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>EMP001</td><td>Raj Kumar</td><td>email_corporate</td><td>raj.kumar@company.com</td></tr>
+    <tr><td>EMP001</td><td>Priya Kumar</td><td>relationship</td><td>Spouse</td></tr>
+  </tbody>
+</table>
+
+<h2 id="developer-steps">Developer steps</h2>
+
+<ol>
+  <li>Upload with <code>upload-action-type=correction</code>; note <code>file_id</code>.</li>
+  <li>On validation failure, check <code>/employee/excel_error/{file_id}</code> for code <strong>10</strong>.</li>
+  <li>After success, query <code>emp_endorsement</code> where <code>file_id</code> = upload id, <code>actions = 'c'</code>, <code>status = 'pending'</code>.</li>
+  <li>Compare <code>field_name</code>, <code>old_value</code>, <code>new_value</code> per row to the Excel.</li>
+  <li>To generate correction Excel in code, use <code>getCorrectionExcelColumns()</code> for header layout.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Name must match DB</strong> — correction identifies the member by current <code>emp_code</code> + <code>name</code>; rename via a <code>name</code> field row uses the old name in column C.</li>
+  <li><strong>Only four fields</strong> — mobile, SI, band, etc. are not supported in this upload path.</li>
+  <li><strong>Duplicate pending correction</strong> — second upload for the same field is skipped until the first endorsement is processed or truncated.</li>
+  <li><strong>File success vs rows</strong> — <code>files.status = success</code> does not mean every row created an endorsement.</li>
+  <li><strong>Not live update</strong> — <code>employees</code> columns change only after endorsement approval/application.</li>
+</ul>
+
+<p>
+  Related:
+  <a href="<?= base_url('docs/inception') ?>">Inception</a>,
+  <a href="<?= base_url('docs/deletion') ?>">Deletion</a>.
+</p>

app/Views/docs/deletion.php

@@ -0,0 +1,259 @@
+<?php
+/**
+ * Deletion (employee Excel upload) — content only
+ * app/Views/docs/deletion.php
+ *
+ * Based on:
+ * - app/Views/employee_upload.php
+ * - app/Controllers/EmployeeServiceController.php
+ *   (excelFileFormatValidation, excelFileDataValidation, employeeDisembark)
+ * - app/Controllers/EmployeeController.php
+ *   (employeesUplodWithEvents, initializeDeletionProcessForTpaApiData)
+ * - app/Controllers/JobWorker.php
+ */
+?>
+
+<p>
+  <strong>Deletion</strong> removes active members from a client policy via Excel upload
+  (<code>files.action = deletion</code>). Unlike inception, the final step does not delete rows immediately —
+  it creates <strong>pending endorsement</strong> records on <code>employee_polices</code> for approval/processing later.
+</p>
+
+<p>
+  Core processing lives in <code>EmployeeServiceController::employeeDisembark</code>.
+  <code>EmployeeController::initializeDeletionProcessForTpaApiData</code> is a separate TPA-reconcile path that
+  builds a deletion Excel file and calls the same disembark function.
+</p>
+
+<h2 id="overview">Overview</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    A["Upload Excel action deletion"] --> B["excelFileFormatValidation"]
+    B --> C["excelFileDataValidation"]
+    C --> D["employeeDisembark job"]
+    D --> E["emp_endorsement pending rows"]
+    B -->|errors| F["files.status failed"]
+    C -->|errors| F
+    D -->|always| G["files.status success"]
+  </div>
+</div>
+
+<p><strong>In short:</strong></p>
+<ul>
+  <li><strong>Step 1 — Format:</strong> 7 columns (A–G), mandatory exit fields per action code <code>D</code>.</li>
+  <li><strong>Step 2 — Data:</strong> Member must exist in DB (emp code + name + active policy); code 10 if not found.</li>
+  <li><strong>Step 3 — Disembark:</strong> Writes pending deletion endorsements; Self row removes whole family, dependent row removes one member.</li>
+  <li>Files &lt; 1 MB run format validation inline; data validation and disembark are always queued.</li>
+</ul>
+
+<h2 id="key-files-routes">Key files and routes</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>Location</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>UI</td>
+      <td><code>app/Views/employee_upload.php</code> — action <strong>Deletion</strong></td>
+    </tr>
+    <tr>
+      <td>Upload</td>
+      <td><code>EmployeeController::employeesUplodWithEvents</code></td>
+    </tr>
+    <tr>
+      <td>Validation</td>
+      <td><code>EmployeeServiceController::excelFileFormatValidation</code>, <code>excelFileDataValidation</code></td>
+    </tr>
+    <tr>
+      <td>Deletion process</td>
+      <td><code>EmployeeServiceController::employeeDisembark</code></td>
+    </tr>
+    <tr>
+      <td>TPA auto-deletion</td>
+      <td><code>EmployeeController::initializeDeletionProcessForTpaApiData</code></td>
+    </tr>
+    <tr>
+      <td>Job</td>
+      <td><code>employeeDisembark</code> in <code>JobWorker.php</code></td>
+    </tr>
+    <tr>
+      <td>Endorsements</td>
+      <td><code>EmpEndorsementModel</code> → <code>emp_endorsement</code> (<code>actions = d</code>, <code>status = pending</code>)</td>
+    </tr>
+  </tbody>
+</table>
+
+<p><strong>Routes</strong> (group <code>/employee</code>, <code>authMVC</code>):</p>
+<ul>
+  <li><code>GET /employee/upload</code> — upload screen</li>
+  <li><code>POST /employee/upload</code> — <code>upload-action-type=deletion</code></li>
+  <li><code>GET /employee/excel_error/{file_id}</code> — read <code>files.reason</code> after validation failure</li>
+</ul>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    <strong><code>files.policy_id</code></strong> is the <strong>client policy id</strong>. Member lookup joins
+    <code>employees</code> + <code>employee_polices</code> on that policy and branch.
+  </div>
+</div>
+
+<h2 id="sync-vs-jobs">Sync vs background jobs</h2>
+
+<table>
+  <thead>
+    <tr><th>Step</th><th>&lt; 1 MB</th><th>≥ 1 MB</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>Format validation</td><td>Inline on upload</td><td>Job <code>excelFileFormatValidation</code></td></tr>
+    <tr><td>Data validation</td><td>Job <code>excelFileDataValidation</code></td><td>Same</td></tr>
+    <tr><td>Disembark</td><td>Job <code>employeeDisembark</code></td><td>Same</td></tr>
+  </tbody>
+</table>
+
+<h2 id="format-validation">Step 1: excelFileFormatValidation</h2>
+
+<ul>
+  <li>Uses <code>$deletion_excel_columns</code> — <strong>7 columns (A–G)</strong>.</li>
+  <li>Action code <code>D</code> drives mandatory fields: Change event, Date of exit, Reason for exit, Claim status.</li>
+  <li>Date of exit format: <code>d-M-Y</code>.</li>
+  <li>Claim status allowed: <code>0</code> or <code>1</code>.</li>
+</ul>
+
+<h3 id="format-errors">Format error codes</h3>
+
+<table>
+  <thead>
+    <tr><th>Code</th><th>Meaning</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>1</td><td>Mandatory missing</td></tr>
+    <tr><td>2</td><td>Wrong format</td></tr>
+    <tr><td>3</td><td>Not in allowed list</td></tr>
+    <tr><td>4</td><td>Custom validation failed</td></tr>
+    <tr><td>5</td><td>File / policy problem</td></tr>
+    <tr><td>6</td><td>Column headers wrong</td></tr>
+  </tbody>
+</table>
+
+<h2 id="data-validation">Step 2: excelFileDataValidation</h2>
+
+<p>Rows are grouped by EMP ID. For deletion, the main check is <code>name_and_empid_check_in_db</code>:</p>
+<ul>
+  <li>Each row must match an <strong>active</strong> employee + <strong>active</strong> <code>employee_polices</code> row on the uploaded policy/branch.</li>
+  <li>If not found → error code <strong>10</strong> (“Record Not found”) on that Excel row.</li>
+</ul>
+
+<p>On success → queues <code>employeeDisembark</code> (not <code>employeesOnboardPreprocess</code>).</p>
+
+<h2 id="disembark">Step 3: employeeDisembark</h2>
+
+<p>Loads the Excel again and processes each non-empty row.</p>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["Match emp_code plus name on active policy"] --> B{"Found?"}
+    B -->|No| C["Log error skip row"]
+    B -->|Yes| D{"Pending deletion endorsement?"}
+    D -->|Yes| E["Log skip row"]
+    D -->|No| F{"Relationship Self?"}
+    F -->|No| G["Endorse this member only"]
+    F -->|Yes| H["Endorse all active family members"]
+    G --> I["emp_endorsement pending"]
+    H --> I
+  </div>
+</div>
+
+<p><strong>Per matched member</strong>, four pending endorsement rows are inserted on <code>employee_polices</code>:</p>
+<ul>
+  <li><code>date_of_exit</code> ← Excel column E (converted to <code>Y-m-d</code>)</li>
+  <li><code>reason_for_exit</code> ← column F</li>
+  <li><code>status</code> → <code>inactive</code></li>
+  <li><code>claim_status</code> ← column G</li>
+</ul>
+
+<p>
+  Returns an array of processed <code>employee.id</code> values. Sets <code>files.status = success</code> when the loop finishes
+  (even if some rows were skipped — check logs for “not found” or “existing endorsement pending”).
+</p>
+
+<h2 id="tpa-auto">TPA auto-deletion (EmployeeController)</h2>
+
+<p><code>initializeDeletionProcessForTpaApiData($file_id)</code>:</p>
+<ol>
+  <li>Reads TPA reconcile file context (<code>tpa_api_data</code>, <code>action_flag_status = D</code>).</li>
+  <li>Builds candidate members and writes <code>writable/uploads/excel/tpa_auto_deletion_{fileId}_{timestamp}.xls</code>.</li>
+  <li>Inserts a new <code>files</code> row with <code>action = deletion</code>.</li>
+  <li>Calls <code>employeeDisembark(['file_id' => $newFileId])</code> synchronously.</li>
+  <li>Exports endorsement data for TPA via <code>getDeletionEmployeeDataForExportExcel</code>.</li>
+</ol>
+
+<h2 id="excel-columns">Deletion Excel columns</h2>
+
+<table>
+  <thead>
+    <tr><th>Col</th><th>Header</th><th>Required</th><th>Notes</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>A</td><td>S.No</td><td>Yes</td><td></td></tr>
+    <tr><td>B</td><td>EMP ID</td><td>Yes</td><td>Employee / family code</td></tr>
+    <tr><td>C</td><td>NAME OF EMP/DEP</td><td>Yes</td><td>Must match DB name exactly</td></tr>
+    <tr><td>D</td><td>Change event</td><td>Yes</td><td>e.g. <code>deletion</code></td></tr>
+    <tr><td>E</td><td>Date of exit</td><td>Yes</td><td><code>d-M-Y</code></td></tr>
+    <tr><td>F</td><td>Reason for exit</td><td>Yes</td><td></td></tr>
+    <tr><td>G</td><td>Claim status</td><td>Yes</td><td><code>0</code> or <code>1</code></td></tr>
+  </tbody>
+</table>
+
+<h2 id="row-example">Row layout examples</h2>
+
+<p><strong>Delete one dependent</strong> — only that name appears; Self row is not required in the file.</p>
+
+<table>
+  <thead>
+    <tr><th>Row</th><th>EMP ID</th><th>NAME</th><th>Change event</th><th>Date of exit</th><th>Reason</th><th>Claim</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>2</td><td>EMP001</td><td>Arjun Kumar</td><td>deletion</td><td>19-May-2026</td><td>Resigned</td><td>0</td></tr>
+  </tbody>
+</table>
+<p>Result: endorsements for <strong>Arjun only</strong> (relationship ≠ Self).</p>
+
+<p><strong>Delete entire family</strong> — list the <strong>Self</strong> row; disembark loads all active family members for that EMP ID.</p>
+
+<table>
+  <thead>
+    <tr><th>Row</th><th>EMP ID</th><th>NAME</th><th>Change event</th><th>Date of exit</th><th>Reason</th><th>Claim</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>2</td><td>EMP001</td><td>Raj Kumar</td><td>deletion</td><td>19-May-2026</td><td>Resigned</td><td>0</td></tr>
+  </tbody>
+</table>
+<p>Result: pending endorsements for <strong>Self + all active dependents</strong> on that policy (same exit date/reason/claim from the row).</p>
+
+<h2 id="developer-steps">Developer steps</h2>
+
+<ol>
+  <li>Upload via <code>/employee/upload</code> with action <code>deletion</code>; note <code>file_id</code>.</li>
+  <li>If validation fails, use <code>GET /employee/excel_error/{file_id}</code> — look for code <strong>10</strong> (member not in DB).</li>
+  <li>After success, query <code>emp_endorsement</code> where <code>file_id</code> = upload id, <code>actions = 'd'</code>, <code>status = 'pending'</code>.</li>
+  <li>If rows were skipped, search logs for <code>not found</code> or <code>Existing endorsement pending</code>.</li>
+  <li>TPA path: trace <code>initializeDeletionProcessForTpaApiData</code> and the generated <code>tpa_auto_deletion_*.xls</code> file.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Name mismatch</strong> — Excel name must match <code>employees.name</code> exactly (case/spacing).</li>
+  <li><strong>Not active</strong> — only <code>emp_status = active</code> and <code>employee_polices.status = active</code> match.</li>
+  <li><strong>Duplicate pending deletion</strong> — row skipped if a pending deletion endorsement already exists for that policy row.</li>
+  <li><strong>Self vs dependent</strong> — wrong relationship in the row changes scope (one member vs whole family).</li>
+  <li><strong>File always success after disembark</strong> — <code>files.status</code> does not reflect per-row skips; use endorsements table + logs.</li>
+  <li><strong>Not immediate delete</strong> — members stay active until endorsements are approved/applied downstream.</li>
+</ul>
+
+<p>Related: <a href="<?= base_url('docs/inception') ?>">Inception</a> (onboard pipeline uses the same upload screen and first two validation steps).</p>

app/Views/docs/docs_header.php

@@ -39,6 +39,7 @@ $base        = base_url();
     /* ─── TOKENS ─────────────────────────────── */
     :root {
       --sidebar-w : 260px;
+      --toc-w     : 200px;
       --topbar-h  : 56px;
       --bg        : #ffffff;
       --bg2       : #f7f8fa;
@@ -143,6 +144,8 @@ $base        = base_url();
     /* ─── LAYOUT WRAPPER ─────────────────────── */
     .docs-layout {
       display   : flex;
+      width     : 100%;
+      align-items: flex-start;
       margin-top: var(--topbar-h);
       min-height: calc(100vh - var(--topbar-h));
     }
@@ -208,6 +211,15 @@ $base        = base_url();
     .callout.success { background: #f0fdf4; border-color: #4ade80; color: #15803d; }
 
     /* ─── TABLES ─────────────────────────────── */
+    .docs-table-wrap {
+      overflow-x: auto;
+      -webkit-overflow-scrolling: touch;
+      margin: 20px 0;
+      border: 1px solid var(--border);
+      border-radius: 8px;
+    }
+    .docs-table-wrap table { margin: 0; min-width: 640px; }
+    .docs-table-wrap--fluid table { min-width: 0; width: 100%; }
     table { width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 13.5px; }
     th {
       background    : var(--bg2);

app/Views/docs/docs_main_open.php

@@ -27,10 +27,11 @@ $toc          = $toc          ?? [];
 <style>
   /* ─── MAIN CONTENT ───────────────────────── */
   .docs-main {
-    flex    : 1;
-    max-width: 760px;
-    padding : 48px 56px 80px;
-    min-width: 0;
+    flex      : 1 1 auto;
+    min-width : 0;
+    max-width : none;
+    width     : 0;
+    padding   : 48px 40px 80px 48px;
   }
 
   .docs-main__breadcrumb {
@@ -62,13 +63,18 @@ $toc          = $toc          ?? [];
 
   /* ─── RIGHT TOC ──────────────────────────── */
   .docs-toc {
-    width    : 200px;
-    min-width: 200px;
-    padding  : 56px 20px 0;
-    position : sticky;
-    top      : calc(var(--topbar-h) + 32px);
-    height   : fit-content;
-    align-self: flex-start;
+    width      : var(--toc-w);
+    min-width  : var(--toc-w);
+    max-width  : var(--toc-w);
+    padding    : 56px 20px 48px 16px;
+    border-left: 1px solid var(--border);
+    background : var(--bg);
+    position   : sticky;
+    top        : calc(var(--topbar-h) + 32px);
+    height     : fit-content;
+    max-height : calc(100vh - var(--topbar-h) - 48px);
+    overflow-y : auto;
+    align-self : flex-start;
     flex-shrink: 0;
   }
 
@@ -92,6 +98,14 @@ $toc          = $toc          ?? [];
 
   .docs-toc a:hover    { color: var(--accent); }
   .docs-toc a.is-sub   { padding-left: 10px; font-size: 12px; }
+
+  @media (max-width: 1100px) {
+    .docs-toc { display: none; }
+    .docs-main {
+      width: auto;
+      padding-right: 48px;
+    }
+  }
 </style>
 
 <!-- ═══════════════════════════════════════════

app/Views/docs/eb-rack-rate-calculation.php

@@ -285,34 +285,7 @@ flowchart TD
   </div>
 </div>
 
-<h2 id="flow-group-slabs"><code>group_slab_rates_basedon_name</code></h2>
 
-<p>
-  Flattens the list returned from the model into a map keyed by <code>rack_rate_name</code>. Each bucket keeps
-  <code>['slab_rates' => [...], 'grid_master' => ...]</code> where <code>grid_master</code> comes from the row’s policy grid record
-  (<code>ui_type</code> becomes the numeric grid id used later in <code>premium_calculation_manager</code>).
-</p>
-
-<div class="mermaid-wrapper" id="flowchart-group-slab-rates">
-  <div class="mermaid">
-flowchart LR
-  S["slab_rates rows"] --> L["iterate in DB order"]
-  L --> K{"rack_rate_name changed"}
-  K -->|yes| B["open new bucket"]
-  K -->|no| U["same bucket"]
-  B --> P["append row to slab_rates array"]
-  U --> P
-  P --> G["store grid_master from row"]
-  </div>
-</div>
-
-<div class="callout info">
-  <span>i</span>
-  <div>
-    When maintaining this helper, inspect the implementation for <strong>duplicate pushes</strong> on the first row of a new rack name;
-    downstream code tolerates duplicate slab rows but it can confuse debugging of premium matches.
-  </div>
-</div>
 
 <h2 id="flow-family-composition"><code>get_familiy_composition</code></h2>
 
@@ -321,13 +294,122 @@ flowchart LR
   (already grouped to one employee). Keys align with the JSON used in rack configuration (<code>additional_relationship</code>), except
   <code>either-parents-pil</code> and <code>elders_count</code> which are stripped before comparison.
 </p>
+<p>
+  This function mainly:
+<ul>
+  <li>Reads all family members</li>
+  <li>Normalizes relationship names</li>
+  <li>Builds a summarized family composition object</li>
+  <li>Maintains counts for:
+    <ul style="padding-left: 20px;">
+      <li>self</li>
+      <li>spouse</li>
+      <li>children</li>
+      <li>parents</li>
+      <li>parents-in-law</li>
+    </ul>
+  </li>
+</ul>
+</p>
 
 <div class="mermaid-wrapper" id="flowchart-family-composition">
   <div class="mermaid">
 flowchart TD
-  A["single pass over family_data rows"] --> B["slugify column 5 per row"]
-  B --> C["bump self spouse childrens parents parents-in-law counters"]
-  C --> D["return family_composition map"]
+
+    START([Start get_familiy_composition])
+
+    START --> INIT["Initialize family_composition array and slug service"]
+
+    INIT --> LOOP_MEMBERS{"Loop each family member"}
+
+    LOOP_MEMBERS --> GET_REL["Read relationship from row[5]"]
+
+    GET_REL --> SLUGIFY["Slugify relationship"]
+
+    %% SELF
+
+    SLUGIFY --> CHECK_SELF{"relationship == self"}
+
+    CHECK_SELF -->|Yes| SET_SELF_ONE["Set self = 1"]
+
+    CHECK_SELF -->|No| CHECK_SELF_EXISTS{"self key exists?"}
+
+    CHECK_SELF_EXISTS -->|No| SET_SELF_ZERO["Set self = 0"]
+
+    CHECK_SELF_EXISTS -->|Yes| CHECK_SPOUSE
+
+    SET_SELF_ONE --> CHECK_SPOUSE
+    SET_SELF_ZERO --> CHECK_SPOUSE
+
+    %% SPOUSE
+
+    CHECK_SPOUSE{"relationship == spouse"}
+
+    CHECK_SPOUSE -->|Yes| SET_SPOUSE_ONE["Set spouse = 1"]
+
+    CHECK_SPOUSE -->|No| CHECK_SPOUSE_EXISTS{"spouse key exists?"}
+
+    CHECK_SPOUSE_EXISTS -->|No| SET_SPOUSE_ZERO["Set spouse = 0"]
+
+    CHECK_SPOUSE_EXISTS -->|Yes| CHECK_CHILDREN
+
+    SET_SPOUSE_ONE --> CHECK_CHILDREN
+    SET_SPOUSE_ZERO --> CHECK_CHILDREN
+
+    %% CHILDREN
+
+    CHECK_CHILDREN{"relationship == son OR daughter"}
+
+    CHECK_CHILDREN -->|Yes| INC_CHILDREN["Increment childrens count"]
+
+    CHECK_CHILDREN -->|No| CHECK_CHILDREN_EXISTS{"childrens key exists?"}
+
+    CHECK_CHILDREN_EXISTS -->|No| SET_CHILDREN_ZERO["Set childrens = 0"]
+
+    CHECK_CHILDREN_EXISTS -->|Yes| CHECK_PARENTS
+
+    INC_CHILDREN --> CHECK_PARENTS
+    SET_CHILDREN_ZERO --> CHECK_PARENTS
+
+    %% PARENTS
+
+    CHECK_PARENTS{"relationship == father OR mother"}
+
+    CHECK_PARENTS -->|Yes| INC_PARENTS["Increment parents count"]
+
+    CHECK_PARENTS -->|No| CHECK_PARENTS_EXISTS{"parents key exists?"}
+
+    CHECK_PARENTS_EXISTS -->|No| SET_PARENTS_ZERO["Set parents = 0"]
+
+    CHECK_PARENTS_EXISTS -->|Yes| CHECK_INLAWS
+
+    INC_PARENTS --> CHECK_INLAWS
+    SET_PARENTS_ZERO --> CHECK_INLAWS
+
+    %% PARENTS IN LAW
+
+    CHECK_INLAWS{"relationship == father-in-law OR mother-in-law"}
+
+    CHECK_INLAWS -->|Yes| INC_INLAWS["Increment parents-in-law count"]
+
+    CHECK_INLAWS -->|No| CHECK_INLAW_EXISTS{"parents-in-law key exists?"}
+
+    CHECK_INLAW_EXISTS -->|No| SET_INLAW_ZERO["Set parents-in-law = 0"]
+
+    CHECK_INLAW_EXISTS -->|Yes| NEXT_MEMBER
+
+    INC_INLAWS --> NEXT_MEMBER
+    SET_INLAW_ZERO --> NEXT_MEMBER
+
+    %% LOOP
+
+    NEXT_MEMBER --> MORE_MEMBERS{"More family members?"}
+
+    MORE_MEMBERS -->|Yes| LOOP_MEMBERS
+
+    MORE_MEMBERS -->|No| RETURN_RESULT
+
+    RETURN_RESULT(["Return family_composition"])
   </div>
 </div>
 
@@ -348,12 +430,87 @@ flowchart TD
 <div class="mermaid-wrapper" id="flowchart-compare-slab">
   <div class="mermaid">
 flowchart TD
-  J["decode additional_relationship JSON"] --> U["strip either-parents-pil and elders_count"]
-  U --> E{"non-NA rules exist"}
-  E -->|no| F["rack not applicable"]
-  E -->|yes| K["sequential AND each non-NA key"]
-  K -->|incoming matches value or any| Y["rack applicable plus relationship tokens"]
-  K -->|missing key or mismatch| X["rack not applicable"]
+
+    START([Start compare_incoming_family_slab_with_configured_slab])
+
+    START --> INIT_MAP["Initialize relationship mapping"]
+
+    INIT_MAP --> INIT_RESULT["Initialize result
+    is_applicable = false
+    applicable_members = []"]
+
+    INIT_RESULT --> READ_CONFIG["Read configured family composition from slab"]
+
+    READ_CONFIG --> REMOVE_KEYS["Remove ignored keys
+    either-parents-pil
+    elders_count"]
+
+    REMOVE_KEYS --> CHECK_CONFIG{"Configured composition has values?"}
+
+    %% EMPTY CONFIGURATION
+
+    CHECK_CONFIG -->|No| RESET_RESULT["Set result as not applicable"]
+
+    RESET_RESULT --> RETURN_RESULT
+
+    %% LOOP START
+
+    CHECK_CONFIG -->|Yes| LOOP_CONFIG{"Loop configured relationships"}
+
+    %% CHECK NA
+
+    LOOP_CONFIG --> CHECK_NA{"Value != NA ?"}
+
+    CHECK_NA -->|No| NEXT_RELATION
+
+    %% CHECK KEY EXISTS
+
+    CHECK_NA -->|Yes| CHECK_KEY_EXISTS{"Relationship exists in incoming composition?"}
+
+    CHECK_KEY_EXISTS -->|No| INVALID_RESULT_1["Set:
+    is_applicable = false
+    applicable_members = []"]
+
+    INVALID_RESULT_1 --> BREAK_LOOP
+
+    %% VALUE COMPARISON
+
+    CHECK_KEY_EXISTS -->|Yes| CHECK_MATCH{
+    Incoming count == configured count
+    OR
+    configured value == any
+    }
+
+    %% MATCH FOUND
+
+    CHECK_MATCH -->|Yes| SET_APPLICABLE["Set is_applicable = true"]
+
+    SET_APPLICABLE --> MERGE_MEMBERS["Merge mapped relationships into applicable_members"]
+
+    MERGE_MEMBERS --> NEXT_RELATION
+
+    %% MATCH FAILED
+
+    CHECK_MATCH -->|No| INVALID_RESULT_2["Set:
+    is_applicable = false
+    applicable_members = []"]
+
+    INVALID_RESULT_2 --> BREAK_LOOP
+
+    %% LOOP CONTROL
+
+    NEXT_RELATION --> MORE_RELATIONS{"More relationships?"}
+
+    MORE_RELATIONS -->|Yes| LOOP_CONFIG
+
+    MORE_RELATIONS -->|No| RETURN_RESULT
+
+    BREAK_LOOP --> RETURN_RESULT
+
+    %% RETURN
+
+    RETURN_RESULT(["Return result array"])
+
   </div>
 </div>
 
@@ -378,13 +535,60 @@ flowchart TD
 <div class="mermaid-wrapper" id="flowchart-applicable-members">
   <div class="mermaid">
 flowchart TD
-  A["applicable_members from compare"] --> B["scan family_data by index"]
-  B --> C{"relationship slug in list"}
-  C -->|yes| D["record index and age from DOB"]
-  C -->|no| B
-  D --> B
-  B -->|done| E["max_count equals number of indexes"]
-  E --> F["walk indexes in order first gets acting_self true remainder false"]
+
+    START([Start get_applicable_familiy_members])
+
+    START --> INIT["Initialize:
+    index = []
+    max_age = []
+    max_count = 0"]
+
+    INIT --> INIT_SLUG["Initialize slug service"]
+
+    INIT_SLUG --> LOOP_MEMBERS{"Loop each family member"}
+
+    %% READ RELATIONSHIP
+
+    LOOP_MEMBERS --> READ_REL["Read relationship from family_member[5]"]
+
+    READ_REL --> SLUGIFY["Slugify relationship"]
+
+    %% CHECK APPLICABLE
+
+    SLUGIFY --> CHECK_APPLICABLE{
+    Relationship exists in applicable_members?
+    }
+
+    %% MATCH FOUND
+
+    CHECK_APPLICABLE -->|Yes| STORE_INDEX["Add member index into result.index"]
+
+    STORE_INDEX --> CALCULATE_AGE["Calculate member age from DOB"]
+
+    CALCULATE_AGE --> STORE_AGE["Add age into result.max_age"]
+
+    STORE_AGE --> NEXT_MEMBER
+
+    %% NO MATCH
+
+    CHECK_APPLICABLE -->|No| NEXT_MEMBER
+
+    %% LOOP CONTROL
+
+    NEXT_MEMBER --> MORE_MEMBERS{"More family members?"}
+
+    MORE_MEMBERS -->|Yes| LOOP_MEMBERS
+
+    %% FINAL COUNT
+
+    MORE_MEMBERS -->|No| CALCULATE_COUNT["Set max_count =
+    count(result.index)"]
+
+    CALCULATE_COUNT --> RETURN_RESULT
+
+    %% RETURN
+
+    RETURN_RESULT(["Return result array"])
   </div>
 </div>
 

app/Views/docs/inception.php

@@ -0,0 +1,389 @@
+<?php
+/**
+ * Inception (employee Excel upload) — content only
+ * app/Views/docs/inception.php
+ *
+ * Based on:
+ * - app/Views/employee_upload.php
+ * - app/Controllers/EmployeeServiceController.php
+ *   (excelFileFormatValidation, excelFileDataValidation, employeesOnboardPreprocess)
+ * - app/Controllers/EmployeeController.php (upload entry)
+ * - app/Controllers/JobWorker.php (background jobs)
+ */
+?>
+
+<p>
+  <strong>Inception</strong> here means onboarding employees and dependents from an Excel upload
+  (<code>files.action = inception</code> or related actions like <code>missed_inception</code>,
+  <code>addition</code>, <code>dependent_addition</code>). The same three-step pipeline runs for those
+  actions; this page focuses on the <strong>inception</strong> path.
+</p>
+
+<p>
+  Manual policy inception (form UI under <code>policy_tranction/inception</code>) is a separate flow
+  in <code>PolicyTransactionController</code> — not covered by these three functions.
+</p>
+
+<h2 id="overview">Overview</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    A["Upload Excel on employee upload"] --> B["excelFileFormatValidation"]
+    B --> C["excelFileDataValidation"]
+    C --> D["employeesOnboardPreprocess"]
+    D --> E["employeesOnboardProcess plus policy_transaction"]
+    B -->|errors| F["files.status failed"]
+    C -->|errors| F
+    D -->|no families inserted| F
+    D -->|OK| G["files.status success"]
+  </div>
+</div>
+
+<p><strong>In short:</strong></p>
+<ul>
+  <li><strong>Step 1 — Format:</strong> Headers, column count/order, per-cell type and mandatory rules.</li>
+  <li><strong>Step 2 — Data:</strong> Family-level checks (Self row, duplicates, policy terms, DB conflicts).</li>
+  <li><strong>Step 3 — Preprocess:</strong> Premium via rack rates, then insert employees and inception policy transaction.</li>
+  <li>Large files (&gt; 1 MB) run steps 1–3 as background jobs via <code>JobWorker</code>.</li>
+</ul>
+
+<h2 id="key-files-routes">Key files and routes</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>Location</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>UI</td>
+      <td><code>app/Views/employee_upload.php</code> — client, branch, policy, action <strong>Inception</strong>, file upload</td>
+    </tr>
+    <tr>
+      <td>Upload handler</td>
+      <td><code>EmployeeController::employeesUplodWithEvents</code></td>
+    </tr>
+    <tr>
+      <td>Pipeline logic</td>
+      <td><code>EmployeeServiceController</code> — the three functions on this page</td>
+    </tr>
+    <tr>
+      <td>Job dispatch</td>
+      <td><code>app/Controllers/JobWorker.php</code> — maps job names to <code>EmployeeServiceController</code></td>
+    </tr>
+    <tr>
+      <td>Column / Excel helpers</td>
+      <td><code>app/Helpers/excel_util_helper.php</code> — <code>check_columns_name</code>, custom validators</td>
+    </tr>
+    <tr>
+      <td>Upload record</td>
+      <td><code>files</code> table via <code>FileModel</code> — <code>status</code>, <code>action</code>, <code>reason</code></td>
+    </tr>
+    <tr>
+      <td>Premium</td>
+      <td><a href="<?= base_url('docs/eb-rack-rate-calculation') ?>">EB rack rate calculation</a> — <code>calculate_premium_new</code>, <code>employeesOnboardProcess</code></td>
+    </tr>
+  </tbody>
+</table>
+
+<p><strong>Routes</strong> (group <code>/employee</code>, filter <code>authMVC</code>):</p>
+<ul>
+  <li><code>GET /employee/upload</code> — upload screen</li>
+  <li><code>POST /employee/upload</code> — upload + start validation (<code>upload-action-type=inception</code>)</li>
+  <li><code>GET /employee/excel_error/{file_id}</code> — returns <code>files.reason</code> JSON for the error modal</li>
+</ul>
+
+<p>
+  REST upload (mobile/HR): <code>POST employeeRest/employeeUpload</code> — same pipeline via
+  <code>EmployeeRestController</code>.
+</p>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    <strong><code>files.policy_id</code></strong> stores <strong>client policy id</strong> (<code>client_policies.id</code>),
+    not the insurer policy master id. Slab/rack lookups use this id with <code>client_id</code>.
+  </div>
+</div>
+
+<h2 id="sync-vs-jobs">Sync vs background jobs</h2>
+
+<table>
+  <thead>
+    <tr><th>File size</th><th>Step 1</th><th>Steps 2–3</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>&lt; 1 MB</td>
+      <td><code>excelFileFormatValidation</code> runs inline in the upload request</td>
+      <td>Always queued: <code>excelFileDataValidation</code> → <code>employeesOnboardPreprocess</code></td>
+    </tr>
+    <tr>
+      <td>≥ 1 MB</td>
+      <td>Job <code>excelFileFormatValidation</code></td>
+      <td>Same job chain after format passes</td>
+    </tr>
+  </tbody>
+</table>
+
+<p>
+  After upload the UI usually shows <code>files.status = inprogress</code> until jobs finish.
+  Poll notifications or refresh the upload list; use <code>/employee/excel_error/{id}</code> when status is <code>failed</code>.
+</p>
+
+<h2 id="entry-points">Entry points</h2>
+
+<p>Job chain for inception (and missed_inception / addition / dependent_addition):</p>
+<p><code>excelFileFormatValidation</code> → <code>excelFileDataValidation</code> → <code>employeesOnboardPreprocess</code></p>
+
+<h2 id="format-validation">Step 1: excelFileFormatValidation</h2>
+
+<p>Runs on the uploaded sheet before any DB business rules.</p>
+
+<ul>
+  <li>Loads file from <code>writable/uploads/excel/{file_name}</code>.</li>
+  <li>Uses <code>$inception_excel_columns</code> when <code>action</code> is inception (same column set for addition / dependent_addition / missed_inception).</li>
+  <li>Checks policy has terms and slab rates configured — otherwise fails early.</li>
+  <li>Validates each data row: mandatory (by action code <code>I</code>), date/mobile formats, allowed lists, custom helpers (DOB, relationship, SI, mobile duplicate, etc.).</li>
+  <li>Stops at first empty row (treated as end of data).</li>
+</ul>
+
+<h3 id="format-errors">Common format error codes</h3>
+
+<table>
+  <thead>
+    <tr><th>Code</th><th>Meaning</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>1</td><td>Mandatory value missing</td></tr>
+    <tr><td>2</td><td>Wrong format (e.g. date, mobile)</td></tr>
+    <tr><td>3</td><td>Value not in allowed list</td></tr>
+    <tr><td>4</td><td>Custom validation failed (DOB, relationship, SI, etc.)</td></tr>
+    <tr><td>5</td><td>File / policy / slab configuration problem</td></tr>
+    <tr><td>6</td><td>Column headers wrong or out of order</td></tr>
+  </tbody>
+</table>
+
+<p>On failure: <code>files.status = failed</code>, <code>reason</code> JSON with row/column errors; user notification via pull notification.</p>
+
+<p><strong>Lead-policy branch:</strong> If inception file is for a policy created from leads (<code>policy_entry_from == 3</code> and <code>is_from_lead</code> set), format validation queues <code>compareMemberDataAndInceptionData</code> instead of going straight to data validation.</p>
+
+<h3 id="reason-json">files.reason shape (debugging)</h3>
+
+<p>Stored as JSON string on <code>files.reason</code>. Typical failure payload:</p>
+<pre><code>{
+  "error_type": 1,
+  "error_summary": { "4": 2, "1": 1 },
+  "error_data": {
+    "3": {
+      "dob": { "error": ["Invalid date format"], "value": "01/01/1990" }
+    }
+  }
+}</code></pre>
+<ul>
+  <li><code>error_type</code> — <code>1</code> = format step, <code>2</code> = data step</li>
+  <li><code>error_summary</code> — counts per error code (after aggregation)</li>
+  <li><code>error_data</code> — keyed by <strong>Excel row number</strong> (1-based, header is row 1)</li>
+</ul>
+
+<h2 id="data-validation">Step 2: excelFileDataValidation</h2>
+
+<p>Runs after format passes. Groups rows by <strong>EMP ID</strong> (family) and applies business rules.</p>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["Group rows by emp_id"] --> B{"Self in family?"}
+    B -->|No| C["Error: Self not found"]
+    B -->|Yes| D{"Duplicate name in family?"}
+    D -->|Yes| E["Error: Twofold name"]
+    D -->|No| F{"Emp code already in DB?"}
+    F -->|Yes| G["Error: duplicate emp code"]
+    F -->|No| H{"Dependents match policy terms?"}
+    H -->|No| I["Dependent conflict errors"]
+    H -->|Yes| J["Row OK for this family"]
+  </div>
+</div>
+
+<p>Typical inception checks:</p>
+<ul>
+  <li><strong>Self</strong> row required (unless GMC parents policy allows otherwise).</li>
+  <li>No duplicate names within the same family in the file.</li>
+  <li>Employee code must not already exist for inception / addition / enrollment.</li>
+  <li>Dependent rules vs <code>policy_terms</code> (family composition, LGBTQ flag, etc.).</li>
+  <li>Name + emp id consistency vs database (<code>name_and_empid_check_in_db</code>).</li>
+</ul>
+
+<p>On success for inception: queues job <code>employeesOnboardPreprocess</code>. Other actions queue different jobs (deletion, correction, etc.).</p>
+
+<h3 id="data-errors">Common data-validation error codes</h3>
+
+<table>
+  <thead>
+    <tr><th>Code</th><th>Meaning</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>7</td><td>Duplicate name within same family in the Excel file</td></tr>
+    <tr><td>9</td><td>Record already exists in DB (inception / addition)</td></tr>
+    <tr><td>10</td><td>Record not found (used on deletion flows)</td></tr>
+    <tr><td>14</td><td>Self row missing in family</td></tr>
+    <tr><td>26</td><td>Duplicate employee code in file or DB</td></tr>
+  </tbody>
+</table>
+
+<h2 id="preprocess">Step 3: employeesOnboardPreprocess</h2>
+
+<p>Calculates premium and writes members to the database.</p>
+
+<ol>
+  <li>Reload Excel; group by <code>emp_id</code>.</li>
+  <li>For each family: <code>calculate_premium_new()</code> using policy terms + slab rates + rack config.</li>
+  <li><code>employeesOnboardProcess()</code> — insert/update <code>employees</code>, <code>employee_polices</code>, create <code>policy_transaction</code> (inception).</li>
+  <li>If at least one family inserted → <code>files.status = success</code>; else failed with rack-rate message.</li>
+</ol>
+
+<p>
+  Optional second path: <code>client_policy_id</code> without <code>file_id</code> — converts enrolled DB members
+  to inception (enrollment → inception), not from Excel.
+</p>
+
+<p>
+  <strong>TPA batch:</strong> When <code>batch_file_id</code> is present on the job payload, success also queues
+  <code>updateEmployeeDataFromTpa</code>, <code>reconTpaApiDataWithEmployeepolicies</code>, and
+  <code>initializeDeletionProcessForTpaApiData</code> (multi-file TPA reconcile flow).
+</p>
+
+<h2 id="excel-columns">Inception Excel columns</h2>
+
+<p>
+  Defined in <code>EmployeeServiceController::$inception_excel_columns</code>.
+  Header row must match exactly — <strong>19 columns (A–S)</strong>, row 1 only.
+  Dates use format <code>d-M-Y</code> (e.g. <code>4-Apr-1990</code>).
+  One <strong>Self</strong> row per <strong>EMP ID</strong>; other rows are dependents.
+</p>
+
+<table>
+  <thead>
+    <tr><th>Col</th><th>Header</th><th>Required (inception)</th><th>Notes</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>A</td><td>S.No</td><td>Yes</td><td></td></tr>
+    <tr><td>B</td><td>EMP ID</td><td>Yes</td><td>Family key</td></tr>
+    <tr><td>C</td><td>NAME OF EMP/DEP</td><td>Yes</td><td></td></tr>
+    <tr><td>D</td><td>DOB</td><td>Yes</td><td><code>d-M-Y</code>; age vs relationship checked</td></tr>
+    <tr><td>E</td><td>Gender</td><td>Yes</td><td>M / F (several casings allowed)</td></tr>
+    <tr><td>F</td><td>RELATIONSHIP</td><td>Yes</td><td>Self, Spouse, Son, Daughter, …</td></tr>
+    <tr><td>G</td><td>BASIC COVER SI</td><td>Conditional</td><td>Validated against slab when applicable</td></tr>
+    <tr><td>H</td><td>Date of Coverage</td><td>No</td><td>Mandatory for addition / DA only</td></tr>
+    <tr><td>I</td><td>DOJ</td><td>No</td><td></td></tr>
+    <tr><td>J</td><td>Basic Pay</td><td>No</td><td>Used when policy terms need it</td></tr>
+    <tr><td>K</td><td>Band/Grade</td><td>No</td><td></td></tr>
+    <tr><td>L</td><td>Designation</td><td>No</td><td></td></tr>
+    <tr><td>M</td><td>Phone</td><td>No</td><td>Mobile format; duplicate check</td></tr>
+    <tr><td>N</td><td>Email</td><td>No</td><td>Duplicate check in file</td></tr>
+    <tr><td>O</td><td>PRE EXISTING AILMENTS</td><td>Yes</td><td><code>0</code> or <code>1</code></td></tr>
+    <tr><td>P</td><td>Change event</td><td>No</td><td>Not used for pure inception</td></tr>
+    <tr><td>Q</td><td>Date of exit</td><td>No</td><td>Deletion only</td></tr>
+    <tr><td>R</td><td>Reason for exit</td><td>No</td><td>Deletion only</td></tr>
+    <tr><td>S</td><td>Unit</td><td>No</td><td>Must match branch units when filled</td></tr>
+  </tbody>
+</table>
+
+<p>Sample file: use the download link on the employee upload screen (environment-specific).</p>
+
+<h2 id="family-example">Family row layout example</h2>
+
+<p>
+  All rows with the same <strong>EMP ID</strong> (column B) are treated as one family.
+  Step 2 requires exactly one <strong>Self</strong> row in that group; dependents share the same EMP ID.
+  Step 3 runs premium and DB insert once per family.
+</p>
+
+<p><strong>Example:</strong> one employee (<code>EMP001</code>) with spouse and son — three data rows plus header.</p>
+
+<table>
+  <thead>
+    <tr>
+      <th>Row</th>
+      <th>S.No</th>
+      <th>EMP ID</th>
+      <th>NAME</th>
+      <th>DOB</th>
+      <th>Gender</th>
+      <th>RELATIONSHIP</th>
+      <th>BASIC COVER SI</th>
+      <th>PED</th>
+    </tr>
+  </thead>
+  <tbody>
+    <tr><td>1</td><td colspan="8"><em>Header row (all 19 columns A–S required in file)</em></td></tr>
+    <tr>
+      <td>2</td>
+      <td>1</td>
+      <td>EMP001</td>
+      <td>Raj Kumar</td>
+      <td>15-Jan-1985</td>
+      <td>M</td>
+      <td>Self</td>
+      <td>500000</td>
+      <td>0</td>
+    </tr>
+    <tr>
+      <td>3</td>
+      <td>2</td>
+      <td>EMP001</td>
+      <td>Priya Kumar</td>
+      <td>20-Mar-1988</td>
+      <td>F</td>
+      <td>Spouse</td>
+      <td>500000</td>
+      <td>0</td>
+    </tr>
+    <tr>
+      <td>4</td>
+      <td>3</td>
+      <td>EMP001</td>
+      <td>Arjun Kumar</td>
+      <td>10-Jun-2015</td>
+      <td>M</td>
+      <td>Son</td>
+      <td>500000</td>
+      <td>0</td>
+    </tr>
+  </tbody>
+</table>
+
+<p><strong>Rules illustrated:</strong></p>
+<ul>
+  <li><strong>Same EMP ID</strong> on rows 2–4 → one family processed in step 3.</li>
+  <li><strong>Self</strong> on row 2 only — row 3 without Self would fail with code 14.</li>
+  <li><strong>DOB</strong> uses <code>d-M-Y</code>; ages are checked against relationship (e.g. Son vs Self).</li>
+  <li><strong>PED</strong> (PRE EXISTING AILMENTS) = <code>0</code> or <code>1</code> on every member for inception.</li>
+  <li><strong>BASIC COVER SI</strong> must match slab rules when the policy uses SI-based racks (often same amount across the family).</li>
+  <li>Columns H–S can be blank for inception when not mandatory; phone/email must be unique in the file if filled.</li>
+</ul>
+
+<p>
+  A second employee in the same file uses a <strong>different EMP ID</strong> (e.g. <code>EMP002</code>) with its own Self row — each EMP ID is a separate family loop in preprocess.
+</p>
+
+<h2 id="developer-steps">Developer steps</h2>
+
+<ol>
+  <li>Confirm policy has <code>policy_terms</code> JSON and slab/rack rates for the client policy.</li>
+  <li>Upload via <code>/employee/upload</code> with action <code>inception</code>; note <code>file_id</code> in response or <code>files</code> table.</li>
+  <li>If <code>status = failed</code>, call <code>GET /employee/excel_error/{file_id}</code> or read <code>files.reason</code>.</li>
+  <li>Map <code>error_data</code> row keys back to Excel (row 1 = header).</li>
+  <li>If format passes but preprocess fails with rack message, debug <code>calculate_premium_new</code> (see rack-rate doc) and SI/slab config.</li>
+  <li>For stuck <code>inprogress</code>, check job queue / <code>JobWorker</code> logs for the three job names.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Policy not ready</strong> — missing <code>policy_terms</code> or slab rates fails step 1 with code 5.</li>
+  <li><strong>Missing Self row</strong> — one Self per EMP ID in the file (code 14 in step 2).</li>
+  <li><strong>Wrong header row</strong> — column count or name mismatch (code 5 / 6).</li>
+  <li><strong>Rack rate / SI</strong> — preprocess succeeds only if <code>calculate_premium_new</code> returns data for every family.</li>
+  <li><strong>File status</strong> — watch <code>files.reason</code> JSON for row-level errors after failure.</li>
+</ul>

app/Views/docs/non-eb-claims.php

@@ -0,0 +1,488 @@
+<?php
+/**
+ * Non-EB Claims — content only
+ * app/Views/docs/non-eb-claims.php
+ *
+ * Scope: web MVC only (/non-eb-claim/*). REST API under employeeRest is out of scope.
+ * Sources:
+ * - app/Controllers/NonEbClaimController.php
+ * - app/Views/non_eb_claim_*.php
+ * - app/Config/Routes.php (authMVC group)
+ */
+?>
+
+<p>
+  This page documents the <strong>Non-EB Claims</strong> web workflow: list and filter claims,
+  create and edit tickets, status-driven form sections, document uploads, manual email reply,
+  <strong>mail template CRUD</strong>, auto-mail on create/status change, and claim reports.
+</p>
+
+<p>
+  <strong>Scope:</strong> authenticated MVC routes under <code>/non-eb-claim/*</code> only.
+  Mobile/REST endpoints in <code>Api\NonEbClaimApiController</code> are not covered here.
+</p>
+
+<p>
+  Policy types are limited to <code>policy_type.allocg IN ('Non-EB', 'Marine')</code>.
+  Claim records live in <code>non_eb_ticket_master</code>; claim files use <code>ticket_type = 2</code>
+  in <code>claim_files</code>.
+</p>
+
+<h2 id="overview">End-to-end flow</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    L["GET /non-eb-claim/list"] --> F["Filter sidebar → POST /list"]
+    F --> T["Table non_eb_claim_list.php"]
+    T --> A{"Action"}
+    A -->|Add| N["GET /non-eb-claim/new/50 or new/{policy_type_id}"]
+    N --> C["POST /non-eb-claim/create"]
+    C --> AM["sendAutoMailTrigger if template is_auto_mail=1"]
+    A -->|Row click / View| V["GET /non-eb-claim/view/{id}"]
+    V --> U["POST /non-eb-claim/update"]
+    U --> SC{"claim_status_id changed?"}
+    SC -->|yes| AM2["sendAutoMailTrigger"]
+    MT["GET /non-eb-claim/mail_template"] --> CRUD["POST crud_mail_template/1|2|3"]
+    R["GET /non-eb-claim/reports"] --> RP["POST /reports — UI only; see pitfalls"]
+  </div>
+</div>
+
+<p><strong>Typical user path:</strong></p>
+<ol>
+  <li>Open claim list (default: open claims excluding settled/closed/rejected/withdrawn).</li>
+  <li>Add claim → form opens with canonical status policy type <code>50</code> — see <a href="#policy-type-50-default">why 50 is hardcoded</a>.</li>
+  <li>On save, optional auto-mail fires if a matching template has <code>is_auto_mail = 1</code>.</li>
+  <li>Open claim from list → edit view with history, messages, files, notes.</li>
+  <li>Change status → allowed next statuses from <code>ticket_claim_status.allowed_status</code>; section visibility updates.</li>
+  <li>Configure templates at <code>/non-eb-claim/mail_template</code> (direct URL; not in main Claims sidebar today).</li>
+</ol>
+
+<h2 id="policy-type-50-default">Why policy type <code>50</code> is hardcoded (read this before changing Non-EB Claims)</h2>
+
+<div style="border-left: 4px solid #c0392b; background: #fdf2f2; padding: 1rem 1.25rem; margin: 1.25rem 0;">
+  <p style="margin-top: 0;">
+    <strong>Non-EB has many real policy products</strong> (Fire, Marine, Liability, etc. — each row in
+    <code>policy_type</code> with <code>allocg</code> Non-EB or Marine). Claim <strong>status workflows</strong> are
+    <em>not</em> stored separately per product today. The team configured <strong>one canonical policy type,
+    id <code>50</code></strong>, in the database as the single source of status definitions. The application
+    assumes <strong>every</strong> Non-EB/Marine claim uses that same status set unless you deliberately change
+    backend and frontend.
+  </p>
+</div>
+
+<h3 id="policy-type-50-assumption">Design assumption</h3>
+
+<p>
+  Claim statuses live in <code>ticket_claim_status</code>, keyed by <code>ticket_type</code> (which equals
+  <code>policy_type.id</code>). Mail templates in <code>ticket_mail_template</code> also key off
+  <code>ticket_type</code> + <code>trigger_type</code> from that status row.
+</p>
+
+<p>Instead of maintaining duplicate status trees for every Non-EB product, developers assumed:</p>
+
+<blockquote>
+  <p style="margin: 0;">
+    <strong>All Non-EB and Marine policy types share one identical claim status lifecycle.</strong>
+    That lifecycle is configured only under policy type <code>50</code> in
+    <code>ticket_claim_status</code> (and matching templates under <code>ticket_type = 50</code>).
+  </p>
+</blockquote>
+
+<p>
+  New claims opened via the list <strong>Add</strong> button or <strong>New Non EB Claim</strong> menu therefore
+  pass <code>50</code> into the form URL. Status dropdowns, section visibility, and initial status resolution in
+  <code>getClaimStatusForPolicyType($policy_type_id)</code> all use that id on create — not the id of the policy
+  the user later picks from <code>client_policy</code>.
+</p>
+
+<h3 id="policy-type-50-vs-selected-policy">Policy type 50 vs policy selected on the form</h3>
+
+<p>On create (<code>non_eb_claim_form.php</code>):</p>
+<ul>
+  <li>Hidden <code>policy_type_id</code> is set from the URL segment (typically <code>50</code>) and is <strong>not</strong> updated when the user selects a branch policy.</li>
+  <li>The UI shows the real product name in <code>policy_type_display</code> from the selected policy row (<code>data-policy-type</code>).</li>
+  <li><code>POST /non-eb-claim/create</code> persists <code>policy_type_id</code> from that hidden field — so new tickets from Add often store <code>policy_type_id = 50</code> even when the linked policy is Fire, Marine, etc.</li>
+</ul>
+
+<p>
+  On edit (<code>non_eb_claim_edit.php</code>), <code>policy_type_id</code> comes from
+  <code>non_eb_ticket_master</code> as saved. Status changes and templates use that stored id.
+</p>
+
+<h3 id="policy-type-50-where-hardcoded">Where <code>50</code> appears in code (change all if this design changes)</h3>
+
+<div class="docs-table-wrap">
+<table>
+  <thead>
+    <tr><th>Location</th><th>Usage</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>app/Config/Routes.php</code></td><td><code>GET non-eb-claim/new</code> → <code>claimForm/50</code></td></tr>
+    <tr><td><code>app/Views/non_eb_claim_list.php</code></td><td>DataTable Add button → <code>/non-eb-claim/new/50</code></td></tr>
+    <tr><td><code>app/Views/non_eb_claim_form.php</code></td><td>Hidden <code>policy_type_id</code> from route; status/section AJAX uses this value</td></tr>
+    <tr><td><code>ticket_claim_status</code> (DB)</td><td>Master status rows maintained with <code>ticket_type = 50</code></td></tr>
+    <tr><td><code>ticket_mail_template</code> (DB)</td><td>Non-EB auto-mail templates should use <code>ticket_type = 50</code> if they follow the shared workflow</td></tr>
+    <tr><td><code>Api\NonEbClaimApiController::listClaimStatuses()</code></td><td>API hardcodes <code>where('ticket_type', 50)</code> (out of scope for this page but same assumption)</td></tr>
+  </tbody>
+</table>
+</div>
+
+<h3 id="policy-type-50-future">When a Non-EB product needs a <em>different</em> status set</h3>
+
+<p>
+  If a new (or existing) policy type must have its <strong>own</strong> statuses, triggers, or allowed transitions
+  (not the shared tree under <code>50</code>), you cannot only change the product row in
+  <code>policy_type</code>. You must update <strong>both backend and frontend</strong>:
+</p>
+
+<ol>
+  <li><strong>Database</strong> — Add full <code>ticket_claim_status</code> rows with
+    <code>ticket_type = &lt;that policy_type.id&gt;</code> (claim_status, display_name, trigger_type,
+    allowed_status JSON). Add matching <code>ticket_mail_template</code> rows for that
+    <code>ticket_type</code> if auto-mail applies.</li>
+  <li><strong>Routes / entry URL</strong> — Stop routing every new claim through <code>50</code>: e.g. change
+    <code>claimForm/50</code>, restore policy-type picker modal (commented in
+    <code>non_eb_claim_search.php</code>), or pass the correct <code>policy_type_id</code> per product.</li>
+  <li><strong>List Add button</strong> — Replace hardcoded <code>new/50</code> in
+    <code>non_eb_claim_list.php</code> with the correct id or dynamic selection.</li>
+  <li><strong>Create form</strong> — On policy selection, set hidden <code>#policy_type_id</code> to the real
+    <code>policy_type_id</code> from <code>getBranchAndPolicy</code> (field <code>p.policy_type_id</code> is
+    already returned) so create/update and <code>getVisibleSections</code> use the right status tree.</li>
+  <li><strong>Controller logic</strong> — Ensure <code>getClaimStatusForPolicyType</code>,
+    <code>getTemplateDataByTicketID</code>, and filters that assume a single Non-EB status catalog are tested for
+    the new <code>ticket_type</code>.</li>
+  <li><strong>API</strong> — Replace hardcoded <code>50</code> in <code>listClaimStatuses()</code> if mobile
+    clients need per-product statuses.</li>
+</ol>
+
+<p>
+  Until those steps are done, pointing Add at another id without cloning the full status + template set under
+  that id will produce <strong>empty status lists</strong>, <strong>wrong section visibility</strong>, or
+  <strong>missing auto-mail</strong>.
+</p>
+
+<h2 id="key-files">Key files and routes</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>File / route</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>Controller</td><td><code>app/Controllers/NonEbClaimController.php</code></td></tr>
+    <tr><td>Model</td><td><code>app/Models/NonEbTicketMasterModel.php</code></td></tr>
+    <tr><td>List + filters</td><td><code>app/Views/non_eb_claim_search.php</code>, <code>non_eb_claim_list.php</code></td></tr>
+    <tr><td>New claim</td><td><code>app/Views/non_eb_claim_form.php</code></td></tr>
+    <tr><td>View / edit</td><td><code>app/Views/non_eb_claim_edit.php</code></td></tr>
+    <tr><td>Mail templates</td><td><code>app/Views/non_eb_claim_mail_template.php</code></td></tr>
+    <tr><td>Reports</td><td><code>app/Views/non_eb_claim_reports.php</code></td></tr>
+    <tr><td>Routes</td><td><code>app/Config/Routes.php</code> — group <code>/non-eb-claim</code>, filter <code>authMVC</code></td></tr>
+    <tr><td>ACL</td><td><code>app/Config/Acl.php</code> — <code>#^/non-eb-claim#</code> (Claims team roles)</td></tr>
+    <tr><td>App menu</td><td><code>app/Views/layout/header.php</code> — New / List only (EB mail template link is separate)</td></tr>
+  </tbody>
+</table>
+
+<h3 id="route-map">MVC route map</h3>
+
+<div class="docs-table-wrap docs-table-wrap--fluid">
+<table>
+  <thead>
+    <tr><th>Method</th><th>Route</th><th>Controller</th><th>Purpose</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>GET</td><td><code>/non-eb-claim/list</code></td><td><code>claimList</code></td><td>Search page + default open claims</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/list</code></td><td><code>claimList</code></td><td>Filter → HTML partial for DataTable</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/new</code></td><td><code>claimForm/50</code></td><td>New claim (default policy type 50)</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/new/{policy_type_id}</code></td><td><code>claimForm</code></td><td>New claim for selected product</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/create</code></td><td><code>createClaim</code></td><td>Create ticket + assets + history + auto-mail</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/view/{id}</code></td><td><code>view_claim</code></td><td>Edit layout (<code>non_eb_claim_edit</code>)</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/update</code></td><td><code>updateClaim</code></td><td>Update; auto-mail on status change</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/remove?ticket_id=</code></td><td><code>removeClaim</code></td><td>Soft delete (<code>is_active = 0</code>)</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/mail_template</code></td><td><code>mailTemplate</code></td><td>Template list + modal CRUD UI</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/crud_mail_template/1</code></td><td><code>crudTemplate</code></td><td>Save template</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/crud_mail_template/2</code></td><td><code>crudTemplate</code></td><td>Fetch one template (edit)</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/crud_mail_template/3</code></td><td><code>crudTemplate</code></td><td>Soft delete template</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/note/1</code></td><td><code>crudNote</code></td><td>Get note</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/note/2</code></td><td><code>crudNote</code></td><td>Save note</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/reply</code></td><td><code>saveReply</code></td><td>Manual outbound mail + message row</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/reports</code></td><td><code>claimReports</code></td><td>Reports UI shell</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/reports</code></td><td><code>claimReports</code></td><td><em>Not implemented in controller</em> — see <a href="#reports">Reports</a></td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/getBranchAndPolicy</code></td><td><code>getBranchAndPolicyByClientID</code></td><td>Branches, policies, contacts for client</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/getVisibleSections</code></td><td><code>getVisibleSectionsAjax</code></td><td>Section keys for status</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/getMoreInfo</code></td><td><code>getMoreInfo</code></td><td>Ticket row JSON</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/uploadFile</code></td><td><code>uploadFile</code></td><td>Claim docs (file or Drive URL)</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/getClaimFiles</code></td><td><code>getClaimFiles</code></td><td>List files for ticket</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/removeFile?id=</code></td><td><code>removeFile</code></td><td>Soft delete file</td></tr>
+    <tr><td>POST</td><td><code>/non-eb-claim/saveIRDocs</code></td><td><code>saveIRDocs</code></td><td>Persist required-docs JSON on ticket</td></tr>
+    <tr><td>GET</td><td><code>/non-eb-claim/testAutoMail/{id}</code></td><td><code>testAutoMailTrigger</code></td><td>Dev/test auto-mail (optional)</td></tr>
+  </tbody>
+</table>
+</div>
+
+<h2 id="access">Access control</h2>
+
+<p>
+  All routes in the <code>/non-eb-claim</code> group use the <code>authMVC</code> filter.
+  <code>Acl.php</code> allows roles <code>HEAD</code>, <code>ADMIN</code>, <code>MANAGER</code>,
+  <code>ACCOUNT_MANAGER</code> on the Claims team.
+</p>
+
+<p>
+  List row actions (view / delete) render only for roles <code>1, 2, 5</code> in
+  <code>non_eb_claim_list.php</code>.
+</p>
+
+<h2 id="list-flow">List and filter</h2>
+
+<p><strong>GET <code>/non-eb-claim/list</code></strong> loads <code>non_eb_claim_search.php</code>, which includes the table partial. Initial data comes from <code>claimSearch(1)</code>: active tickets where status display name is <em>not</em> in Claim Settled, Claim Closed, Claim Rejected, Claim Withdrawn.</p>
+
+<p><strong>Filter sidebar</strong> posts the same URL with criteria (at least one required):</p>
+<ul>
+  <li><code>policy_type_id</code>, <code>insurer_id</code>, <code>claim_number</code>, <code>nhance_claim_ref_no</code></li>
+  <li><code>client_id</code>, <code>claim_status_id</code> (status options filtered by policy type in JS)</li>
+  <li><code>date_type</code> + <code>start_date</code> / <code>end_date</code> (<code>created_date</code> or <code>updated_date</code>)</li>
+</ul>
+
+<p>
+  Response is JSON <code>{ status: true, html: "…" }</code>; JS replaces <code>#claim_list_div</code>
+  and re-initializes the DataTable. Row click navigates to <code>/non-eb-claim/view/{id}</code>.
+</p>
+
+<p>
+  <strong>Add</strong> button: <code>window.location.href = '/non-eb-claim/new/50'</code>.
+  Header menu uses <code>/non-eb-claim/new</code> (routes to <code>claimForm/50</code>).
+  See <a href="#policy-type-50-default">Policy type 50</a> for why this id is fixed and what to change if a product needs its own statuses.
+</p>
+
+<h2 id="create-edit">Create and edit claim</h2>
+
+<h3 id="create">Create</h3>
+
+<ol>
+  <li><code>GET /non-eb-claim/new/{policy_type_id}</code> → <code>getFormData()</code>: ACMs (role 3), clients, insurers, initial claim status for product, visible sections.</li>
+  <li>User selects client → <code>POST getBranchAndPolicy</code> fills branch, policy (Non-EB/Marine only), branch contact.</li>
+  <li>Status change → <code>POST getVisibleSections</code> toggles accordion sections client-side.</li>
+  <li><code>POST /non-eb-claim/create</code> — validation via <code>getValidationRules()</code>, <code>sanitizeInputArrayAdvanced</code>, date normalization, optional asset file upload.</li>
+  <li>Duplicate guard: same <code>client_id</code> + <code>loss_date</code> + <code>policy_no</code> (if policy set) → HTTP 409-style JSON.</li>
+  <li>On success: insert <code>non_eb_ticket_master</code>, <code>saveAssets()</code>, history row, <code>sendAutoMailTrigger()</code>, redirect to list.</li>
+</ol>
+
+<h3 id="edit">View / edit</h3>
+
+<p>
+  <code>view_claim($id)</code> loads ticket via <code>NonEbTicketMasterModel::getTicketDataByTicketID()</code>,
+  merges mail template preview (<code>getTemplateDataByTicketID</code> + placeholder replace),
+  messages, history, assets, and reuses the edit view <code>non_eb_claim_edit.php</code>.
+</p>
+
+<p>
+  <code>POST /non-eb-claim/update</code> mirrors create validation. If <code>claim_status_id</code> changes,
+  auto-mail runs again. <code>remark_mode=append</code> appends to <code>closure_remark</code> with a separator.
+</p>
+
+<h2 id="status-sections">Status-driven sections</h2>
+
+<p>
+  <code>$statusSectionVisibility</code> in the controller maps each <code>ticket_claim_status.claim_status</code>
+  label to section keys: <code>policy_account</code>, <code>loss_incident</code>, <code>intimation</code>,
+  <code>insured_contact</code>, <code>asset</code>, <code>documents</code>, <code>surveyor</code>, <code>settlement</code>.
+</p>
+
+<p>
+  Allowed next statuses come from <code>getClaimStatusForPolicyType()</code>: current status plus IDs in
+  <code>allowed_status</code> JSON on the status row. Both create and edit forms call
+  <code>getVisibleSectionsAjax</code> when the user changes status.
+</p>
+
+<h2 id="auto-mail">Auto-mail and placeholders</h2>
+
+<p>Template lookup (<code>NonEbTicketMasterModel::getTemplateDataByTicketID</code>):</p>
+<ul>
+  <li>Join <code>ticket_claim_status</code> on ticket’s <code>claim_status_id</code> (or explicit <code>status_id</code> for tests).</li>
+  <li>Join <code>ticket_mail_template</code> where <code>ticket_type = policy_type_id</code> AND <code>trigger_type = tcs.trigger_type</code>.</li>
+</ul>
+
+<p>
+  <code>sendAutoMailTrigger($ticket_id)</code> sends only when the matched template has
+  <code>is_auto_mail = 1</code>. Mail goes to <code>insured_contact_email</code> from
+  <code>constructMailContent()</code>; from address <code>claims@nhanceindia.in</code> via <code>MailHelper::send_email()</code>.
+  Successful sends insert a <code>ticket_messages</code> row via <code>autoMessageInsertBasedOnMailResponse()</code>.
+</p>
+
+<p>Placeholders (subject/body):</p>
+
+<div class="docs-table-wrap">
+<table>
+  <thead><tr><th>Token</th><th>Ticket field</th></tr></thead>
+  <tbody>
+    <tr><td><code>((ACM))</code></td><td><code>acm</code></td></tr>
+    <tr><td><code>((ACM_CONTACT))</code></td><td><code>acm_mobile</code></td></tr>
+    <tr><td><code>((INSURED_NAME))</code></td><td><code>insured_contact_name</code></td></tr>
+    <tr><td><code>((CORPORATE_NAME))</code></td><td><code>client_name</code></td></tr>
+    <tr><td><code>((CLAIM_NO))</code></td><td><code>claim_number</code></td></tr>
+    <tr><td><code>((POLICY_TYPE))</code></td><td><code>policy_type_name</code></td></tr>
+    <tr><td><code>((NHANCE_REF_NO))</code></td><td><code>nhance_claim_ref_no</code></td></tr>
+    <tr><td><code>((LOSS_DATE))</code></td><td><code>loss_date</code></td></tr>
+    <tr><td><code>((LOSS_LOCATION))</code></td><td><code>loss_location</code></td></tr>
+    <tr><td><code>((NATURE_OF_LOSS))</code></td><td><code>nature_of_loss</code></td></tr>
+  </tbody>
+</table>
+</div>
+
+<p>
+  Edit screen also supports <strong>manual reply</strong>: <code>POST /non-eb-claim/reply</code> validates To/Subject,
+  inserts <code>ticket_messages</code>, sends via <code>sendReplyMessage()</code> with placeholder replacement.
+</p>
+
+<h2 id="mail-template-crud">Mail template CRUD</h2>
+
+<p>
+  Page: <code>GET /non-eb-claim/mail_template</code>. DataTable lists rows from
+  <code>ticket_mail_template</code> (<code>is_active = 1</code>). Tooltip on each row shows the
+  matching <code>ticket_claim_status.claim_status</code> for that policy type + trigger type.
+</p>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    UI["mail_template UI"] --> S1["POST crud_mail_template/1 Save"]
+    UI --> S2["POST crud_mail_template/2 Fetch"]
+    UI --> S3["POST crud_mail_template/3 Delete"]
+    S1 --> DB["ticket_mail_template"]
+    S2 --> DB
+    S3 --> DB
+  </div>
+</div>
+
+<h3 id="template-fields">Template fields</h3>
+
+<ul>
+  <li><code>template_name</code>, <code>ticket_type</code> (policy type id), <code>trigger_type</code> (1–9)</li>
+  <li><code>subject</code>, <code>mail_content</code> (Jodit HTML)</li>
+  <li><code>is_auto_mail</code> — checkbox “Auto Mail” (1 = send on create / status change when matched)</li>
+  <li>Optional <code>id</code> on save for update</li>
+</ul>
+
+<p>
+  <strong>Trigger ↔ status:</strong> Each <code>ticket_claim_status</code> row for a Non-EB/Marine
+  <code>ticket_type</code> has a <code>trigger_type</code>. The template’s <code>trigger_type</code> must match
+  that column for auto-mail and for the “Claim Status” readonly hint (<code>tool_tip</code> from server on fetch).
+</p>
+
+<h3 id="template-actions">UI actions</h3>
+
+<div class="docs-table-wrap docs-table-wrap--fluid">
+<table>
+  <thead>
+    <tr><th>Action</th><th>Endpoint</th><th>Body</th><th>Result</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>Add / Save</td><td><code>POST …/crud_mail_template/1</code></td><td>Form fields + <code>mail_content</code> + <code>is_auto_mail</code></td><td><code>{ status: bool }</code> → reload</td></tr>
+    <tr><td>Edit load</td><td><code>POST …/crud_mail_template/2</code></td><td><code>id</code></td><td><code>{ status, data }</code> opens modal</td></tr>
+    <tr><td>Delete</td><td><code>POST …/crud_mail_template/3</code></td><td><code>id</code></td><td>Soft delete (<code>is_active = 0</code>)</td></tr>
+  </tbody>
+</table>
+</div>
+
+<p>
+  Placeholder dropdown in the modal inserts tokens into subject (focused input) or Jodit body.
+  Validation errors return HTTP 400 with <code>errors</code> map (shown via toastr).
+</p>
+
+<h2 id="notes">Notes</h2>
+
+<p>On the edit screen:</p>
+<ul>
+  <li><code>POST /non-eb-claim/note/1</code> — <code>id</code> (ticket), optional <code>is_auto_query</code> → fetch active note.</li>
+  <li><code>POST /non-eb-claim/note/2</code> — save note (required 3–1000 chars) via <code>TicketNoteModel</code>.</li>
+</ul>
+
+<h2 id="documents">Documents and IR checklist</h2>
+
+<ul>
+  <li><code>uploadFile</code> — multi upload to <code>writable/uploads/claim_files/</code> or Google Drive URLs (<code>file_type</code> 1 vs 2).</li>
+  <li><code>getClaimFiles</code> — lists rows; local files expose download URL <code>downloadClaimFile/{id}</code>.</li>
+  <li><code>removeFile</code> — soft delete by file id.</li>
+  <li><code>saveIRDocs</code> — stores JSON in <code>non_eb_ticket_master.required_docs</code>.</li>
+  <li>Asset spreadsheet on ticket: <code>asset_file</code> under <code>writable/uploads/non_eb_asset_files/</code>; loss description required when file uploaded.</li>
+</ul>
+
+<h2 id="reports">Reports</h2>
+
+<p>
+  <code>GET /non-eb-claim/reports</code> renders filters: policy type, ACM name, date range (default last 60 days).
+  <code>generateReport()</code> in the view POSTs to the same URL and expects
+  <code>{ status: true, data: [ rows ] }</code> for DataTable columns (status, policy type, claim/ref, client, insurer, loss fields, surveyor, settlement, ACM, created date).
+</p>
+
+<p>
+  <strong>Gap:</strong> <code>NonEbClaimController::claimReports()</code> only handles GET (layout load).
+  There is no POST handler to return report data — Generate Report will fail until POST logic is added
+  (mirror EB <code>ticket_reports</code> or reuse <code>claimSearch</code> with report-specific selects).
+</p>
+
+<h2 id="data-model">Data model (summary)</h2>
+
+<table>
+  <thead><tr><th>Table</th><th>Role</th></tr></thead>
+  <tbody>
+    <tr><td><code>non_eb_ticket_master</code></td><td>Main claim ticket</td></tr>
+    <tr><td><code>non_eb_claim_asset</code></td><td>Repeating asset lines per ticket</td></tr>
+    <tr><td><code>ticket_claim_status</code></td><td>Statuses per <code>ticket_type</code> (policy type id); <code>trigger_type</code>, <code>allowed_status</code></td></tr>
+    <tr><td><code>ticket_mail_template</code></td><td>Templates; <code>ticket_type</code> = policy type id</td></tr>
+    <tr><td><code>ticket_history</code></td><td>Field-level audit (status, ACM, priority, …)</td></tr>
+    <tr><td><code>ticket_messages</code></td><td>Outbound mail log</td></tr>
+    <tr><td><code>ticket_notes</code></td><td>User notes per ticket</td></tr>
+    <tr><td><code>claim_files</code></td><td>Attachments; <code>ticket_type = 2</code> for Non-EB</td></tr>
+  </tbody>
+</table>
+
+<h2 id="controller-reference">Controller reference</h2>
+
+<div class="docs-table-wrap docs-table-wrap--fluid">
+<table>
+  <thead><tr><th>Method</th><th>Used for</th></tr></thead>
+  <tbody>
+    <tr><td><code>claimList</code> / <code>claimSearch</code></td><td>List UI and filtered HTML</td></tr>
+    <tr><td><code>claimForm</code> / <code>getFormData</code></td><td>New claim form bootstrap</td></tr>
+    <tr><td><code>view_claim</code></td><td>Edit view</td></tr>
+    <tr><td><code>createClaim</code> / <code>updateClaim</code></td><td>Persist ticket</td></tr>
+    <tr><td><code>getClaimStatusForPolicyType</code> / <code>getVisibleSections*</code></td><td>Status dropdown + sections</td></tr>
+    <tr><td><code>mailTemplate</code> / <code>crudTemplate</code></td><td>Template admin</td></tr>
+    <tr><td><code>sendAutoMailTrigger</code> / <code>constructMailContent</code></td><td>Automated email</td></tr>
+    <tr><td><code>saveReply</code> / <code>getTicketMessage</code></td><td>Manual email thread</td></tr>
+    <tr><td><code>crudNote</code></td><td>Notes</td></tr>
+    <tr><td><code>uploadFile</code> / <code>getClaimFiles</code> / <code>removeFile</code> / <code>saveIRDocs</code></td><td>Documents</td></tr>
+    <tr><td><code>saveAssets</code> / <code>getAssets</code></td><td>Asset grid</td></tr>
+    <tr><td><code>claimHistory</code> / <code>putHistoryAfterInsert</code></td><td>Audit trail</td></tr>
+    <tr><td><code>getBranchAndPolicyByClientID</code></td><td>Client cascade</td></tr>
+    <tr><td><code>claimReports</code></td><td>Reports page (GET only today)</td></tr>
+    <tr><td><code>testAutoMailTrigger</code></td><td>Dev preview/send test</td></tr>
+  </tbody>
+</table>
+</div>
+
+<h2 id="developer-steps">Developer checklist</h2>
+
+<ol>
+  <li>Ensure <code>ticket_claim_status</code> rows exist per Non-EB/Marine <code>policy_type.id</code> with correct <code>trigger_type</code> and <code>allowed_status</code>.</li>
+  <li>Create mail templates at <code>/non-eb-claim/mail_template</code> with matching <code>ticket_type</code> + <code>trigger_type</code>; enable Auto Mail only where intended.</li>
+  <li>Verify insured email is present before relying on auto-mail.</li>
+  <li>Before changing Add/new URLs: read <a href="#policy-type-50-default">Policy type 50</a> — clone statuses + templates in DB and update every hardcoded <code>50</code> if a product needs its own workflow.</li>
+  <li>Implement POST branch in <code>claimReports()</code> if reports Generate must work.</li>
+  <li>Claim files: always set <code>ticket_type = 2</code> in new file-related code paths.</li>
+  <li>ACL: extend <code>#^/non-eb-claim#</code> if new roles need access.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Template mismatch:</strong> No row in <code>ticket_mail_template</code> for policy type + status <code>trigger_type</code> → no auto-mail and empty reply preview.</li>
+  <li><strong>Reports POST missing:</strong> UI POSTs to <code>/non-eb-claim/reports</code> but controller only loads view on GET.</li>
+  <li><strong>Duplicate claims:</strong> Same client + loss date + policy number blocked on create.</li>
+  <li><strong>Policy type 50 assumption:</strong> Shared status catalog under DB <code>ticket_type = 50</code>; Add/new routes and hidden form field use <code>50</code> — not the policy picked on the form. Different per-product statuses require full backend + frontend changes — <a href="#policy-type-50-future">checklist</a>.</li>
+  <li><strong>Menu vs Non-EB templates:</strong> Sidebar “Mail Template” points to EB <code>/ticket/mail_template</code>, not Non-EB.</li>
+  <li><strong>Soft deletes:</strong> Remove claim/file/template sets <code>is_active = 0</code>; list queries filter active only.</li>
+  <li><strong>Asset file:</strong> Upload without loss description fails validation on create/update.</li>
+  <li><strong>REST API separate:</strong> Mobile create/list under <code>employeeRest</code> / <code>Api\NonEbClaimApiController</code> — different validation and flows.</li>
+</ul>

app/Views/docs/non-eb-opportunities.php

@@ -0,0 +1,638 @@
+<?php
+/**
+ * Non-EB Opportunities — content only
+ * app/Views/docs/non-eb-opportunities.php
+ *
+ * Scope: list-view flow only — create/edit form, then table actions on /leads/list.
+ * Sources:
+ * - app/Views/leads_list.php (Non-EB action buttons)
+ * - app/Views/leads_non_eb.php (add/edit form)
+ * - app/Views/leads_form_handler.php
+ * - app/Controllers/LeadsController.php (line ~4793+ and createLead / sendMail paths)
+ */
+?>
+
+<p>
+  This page documents the <strong>Non-EB Opportunities</strong> workflow from the
+  <strong>Opportunities list</strong> (<code>/leads/list</code>). A user creates a Non-EB opportunity,
+  then progresses through RFQ → QCR → mail actions → placement — all from the list row action menu.
+</p>
+
+<p>
+  Non-EB rows are identified by <code>leads.lead_form_type = 2</code> (EB = <code>1</code>).
+  RFQ and QCR are managed in <strong>Google Sheets</strong>; sheet IDs are stored in
+  <code>leads.misc</code> JSON.
+</p>
+
+<h2 id="overview">End-to-end flow</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["/leads/list — Add → Non-EB"] --> B["Add form leads_non_eb.php"]
+    B --> C["POST /leads/create"]
+    C --> D["status: queued"]
+    D --> E["Action: RFQ"]
+    E --> F["GET /leads/createRfqSheet"]
+    F --> G["status: rfq_created"]
+    G --> H["Action: QCR"]
+    H --> I["GET /leads/createQcrSheet"]
+    I --> J["status: qcr_created"]
+    J --> K["Action: Send Internal Mail"]
+    K --> L["POST /leads/sendMail internal"]
+    L --> M["Action: Send Insurer Mail"]
+    M --> N["POST /leads/sendMail insurer → rfq_sent"]
+    N --> O["Action: Send Client Mail"]
+    O --> P["POST /leads/sendMail client → qcr_sent"]
+    P --> Q["Action: Placement"]
+    Q --> R["POST /leads/sendMail placement → won"]
+  </div>
+</div>
+
+<p><strong>Typical sequence from the list:</strong></p>
+<ol>
+  <li><strong>Create</strong> opportunity (form submit) → <code>queued</code></li>
+  <li><strong>RFQ</strong> — create/open Google Sheet → <code>rfq_created</code></li>
+  <li><strong>QCR</strong> — copy RFQ sheet → <code>qcr_created</code></li>
+  <li><strong>Send Internal Mail</strong> — team mail with RFQ or QCR attachment (by current status)</li>
+  <li><strong>Send Insurer Mail</strong> — RFQ sheet attached → <code>rfq_sent</code></li>
+  <li><strong>Send Client Mail</strong> — QCR sheet attached → <code>qcr_sent</code></li>
+  <li><strong>Placement</strong> — placement sheet + policy/payment fields → <code>won</code></li>
+</ol>
+
+<p>
+  <strong>Edit</strong> is available at any stage from the same action menu and reuses the add form
+  with pre-filled data (<code>getLeadNonEB</code> + <code>POST /leads/create</code> with lead id).
+</p>
+
+<h2 id="key-files">Key files</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>File</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>List + action dropdown</td><td><code>app/Views/leads_list.php</code></td></tr>
+    <tr><td>Non-EB add/edit form</td><td><code>app/Views/leads_non_eb.php</code></td></tr>
+    <tr><td>EB vs Non-EB form include</td><td><code>app/Views/leads_form_handler.php</code></td></tr>
+    <tr><td>All backend logic</td><td><code>app/Controllers/LeadsController.php</code></td></tr>
+    <tr><td>Google Sheets</td><td><code>GoogleSheetLib</code>, <code>Config\RfqConfig</code></td></tr>
+  </tbody>
+</table>
+
+<h2 id="google-sheet-config">Google Sheet config</h2>
+
+<p>
+  Non-EB RFQ, QCR, and Placement sheets are <strong>Google Drive files</strong> created at runtime by
+  <code>GoogleSheetLib</code> using a service account. Only <strong>RFQ</strong> needs a pre-configured
+  template per product; QCR and Placement are copies of the lead’s RFQ/QCR sheets.
+</p>
+
+<h3 id="gsheet-app-drive-flow">App ↔ Google Drive flow</h3>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TB
+    subgraph setup ["One-time / per product setup"]
+        T["Drive: master RFQ template per product"]
+        PT["policy_type.misc.rfq_template_sheet_id"]
+        ENV[".env RFQ_PARENT_FOLDER_ID"]
+        SA["Service account JSON + share folder/templates"]
+    end
+
+    subgraph rfq ["RFQ — createRfqSheet"]
+        R1["Read template ID from policy_type.misc"]
+        R1 --> C1["Drive copyTemplate → parent folder"]
+        C1 --> F1["Sheets find/replace placeholders"]
+        F1 --> P1["Drive applyPermissions viewers"]
+        P1 --> PR1["Sheets applyProtections"]
+        PR1 --> S1["Save leads.misc.rfq_sheet_id"]
+    end
+
+    subgraph qcr ["QCR — createQcrSheet"]
+        S1 --> C2["Drive copyTemplate from rfq_sheet_id"]
+        C2 --> P2["applyPermissions viewers"]
+        P2 --> S2["Save leads.misc.qcr_sheet_id"]
+    end
+
+    subgraph placement ["Placement — createAndDownloadPlacementSheet"]
+        S2 --> C3["Drive copyTemplate from qcr_sheet_id"]
+        C3 --> P3["applyPermissions viewers"]
+        P3 --> S3["Save leads.misc.placement_sheet_id"]
+        S3 --> X1["Drive export .xlsx → mail attachment"]
+    end
+
+    subgraph mail ["Mail — downloadFileFromGoogleSheet"]
+        S1 --> X2["Export RFQ or QCR as Excel"]
+        S2 --> X2
+    end
+
+    PT --> R1
+    ENV --> C1
+    T --> PT
+    SA --> C1
+  </div>
+</div>
+
+<p><strong>Library:</strong> <code>app/Libraries/GoogleSheetLib.php</code> — auth via service account JSON at
+<code>{project-root}/nhance-ee8d1-e3c5269b1ec7.json</code>, scopes <code>DRIVE</code> + <code>SPREADSHEETS</code>.</p>
+
+<h3 id="gsheet-prerequisites">What must be done before RFQ / QCR</h3>
+
+<table>
+  <thead>
+    <tr><th>Step</th><th>Before</th><th>Why</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>1</td>
+      <td>Google service account JSON present; account email shared on template folder + each template sheet</td>
+      <td><code>GoogleSheetLib</code> cannot copy or edit without Drive access</td>
+    </tr>
+    <tr>
+      <td>2</td>
+      <td><code>RFQ_PARENT_FOLDER_ID</code> set in <code>.env</code></td>
+      <td>Target folder for every copied RFQ/QCR/Placement file</td>
+    </tr>
+    <tr>
+      <td>3</td>
+      <td>Master RFQ Google Sheet template created per product (Fire, Marine, GPA, etc.) with placeholder tokens</td>
+      <td>RFQ copy source — one template per <code>policy_type</code> row</td>
+    </tr>
+    <tr>
+      <td>4</td>
+      <td><code>policy_type.misc</code> JSON updated with <code>rfq_template_sheet_id</code> for that product</td>
+      <td><code>createRfqSheet()</code> reads this; fails with “RFQ template not found” if missing</td>
+    </tr>
+    <tr>
+      <td>5</td>
+      <td>Non-EB opportunity created with correct <code>policy_type_id</code> and <code>rfq_qcr_viewers</code> emails</td>
+      <td>Lead must exist; viewers become sheet editors after copy</td>
+    </tr>
+    <tr>
+      <td>6</td>
+      <td><strong>Before QCR:</strong> RFQ action completed (<code>leads.misc.rfq_sheet_id</code> set)</td>
+      <td>QCR copies the lead’s RFQ sheet, not the policy template</td>
+    </tr>
+    <tr>
+      <td>7</td>
+      <td><strong>Before Placement mail:</strong> QCR action completed (<code>leads.misc.qcr_sheet_id</code> set)</td>
+      <td>Placement copies the QCR sheet</td>
+    </tr>
+  </tbody>
+</table>
+
+<h3 id="gsheet-product-config">Where to configure sheet ID per product</h3>
+
+<p>
+  Template sheet IDs are stored <strong>per product</strong> on the <code>policy_type</code> table —
+  one row per product (Fire, Marine, Burglary, etc.). The lead’s selected
+  <code>policy_type_id</code> determines which template is copied when RFQ is clicked.
+</p>
+
+<p><strong>Database column:</strong> <code>policy_type.misc</code> (JSON text)</p>
+
+<pre><code>{
+  "rfq_template_sheet_id": "1GXNDNXoWriClb5HCqPYd2GAY1T8aie_Hos0yAOoTaC0"
+}</code></pre>
+
+<p>Example — set or update for policy type id <code>12</code>:</p>
+
+<pre><code>UPDATE policy_type
+SET misc = JSON_SET(COALESCE(misc, '{}'), '$.rfq_template_sheet_id', 'YOUR_GOOGLE_DRIVE_FILE_ID')
+WHERE id = 12;</code></pre>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    There is no admin UI field for <code>rfq_template_sheet_id</code> today — configure via DB (or extend
+    <code>MasterController::editPolicyType</code> / <code>policy_type_onboarding</code> if you add a form field).
+    Model allow-list: <code>app/Models/PolicyTypeModel.php</code> includes <code>misc</code>.
+  </div>
+</div>
+
+<p><strong>How to find a template file ID:</strong></p>
+<ul>
+  <li>From the Google Sheet URL: <code>https://docs.google.com/spreadsheets/d/<strong>{FILE_ID}</strong>/edit</code></li>
+  <li>CLI — list all sheets in the RFQ parent folder:
+    <code>php public/index.php cli/list-sheet-folder-files {RFQ_PARENT_FOLDER_ID}</code>
+    → writes <code>sheetid.json</code> with <code>name</code> + <code>sheetId</code> pairs
+    (<code>GoogleSheetController::listFolderSheetFilesCli</code>)</li>
+</ul>
+
+<p><strong>QCR and Placement:</strong> no separate template ID per product. They always copy from the lead’s existing sheets:</p>
+
+<table>
+  <thead>
+    <tr><th>Stage</th><th>Copy source</th><th>Stored on lead</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>RFQ</td><td><code>policy_type.misc.rfq_template_sheet_id</code></td><td><code>leads.misc.rfq_sheet_id</code></td></tr>
+    <tr><td>QCR</td><td><code>leads.misc.rfq_sheet_id</code></td><td><code>leads.misc.qcr_sheet_id</code></td></tr>
+    <tr><td>Placement</td><td><code>leads.misc.qcr_sheet_id</code> (filename: QCR → Placement)</td><td><code>leads.misc.placement_sheet_id</code></td></tr>
+  </tbody>
+</table>
+
+<h3 id="gsheet-app-config">App-level config files</h3>
+
+<table>
+  <thead>
+    <tr><th>Setting</th><th>Location</th><th>Purpose</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td><code>RFQ_PARENT_FOLDER_ID</code></td>
+      <td><code>.env</code> → <code>Config\RfqConfig::$rfqParentFolderId</code></td>
+      <td>Google Drive folder where copied RFQ/QCR/Placement files are created</td>
+    </tr>
+    <tr>
+      <td><code>rfqPlaceholders</code></td>
+      <td><code>app/Config/RfqConfig.php</code></td>
+      <td>Maps template tokens like <code>{{INSURED_NAME}}</code> to lead field keys filled on RFQ create</td>
+    </tr>
+    <tr>
+      <td><code>rfqClaimsPlaceholder</code></td>
+      <td><code>app/Config/RfqConfig.php</code></td>
+      <td>Default <code>{{CLAIMS_DETAILS}}</code> — multi-row claims table from <code>fin_years_claims</code></td>
+    </tr>
+    <tr>
+      <td><code>protections</code></td>
+      <td><code>app/Config/RfqConfig.php</code></td>
+      <td>Locked cell ranges on new RFQ sheets only (e.g. <code>RFQ Page!B12:C12</code>)</td>
+    </tr>
+    <tr>
+      <td>Service account key</td>
+      <td><code>nhance-ee8d1-e3c5269b1ec7.json</code> (project root)</td>
+      <td>Google API authentication for all sheet operations</td>
+    </tr>
+  </tbody>
+</table>
+
+<p>Placeholder tokens to embed in each product’s RFQ master template:</p>
+
+<table>
+  <thead>
+    <tr><th>Token in template</th><th>Filled from</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>{{INSURED_NAME}}</code></td><td>Client name / short name</td></tr>
+    <tr><td><code>{{COMMUNICATION_ADDRESS}}</code></td><td>Client or custom field address</td></tr>
+    <tr><td><code>{{GST}}</code> / <code>{{PAN}}</code></td><td>Lead GST / PAN</td></tr>
+    <tr><td><code>{{POLICY_PERIOD}}</code></td><td>Policy start – end dates</td></tr>
+    <tr><td><code>{{OPPORTUNITY_TYPE}}</code></td><td>Fresh / Renewal label</td></tr>
+    <tr><td><code>{{RISK_LOCATION}}</code> / <code>{{OCCUPANCY}}</code></td><td>Custom policy-type fields</td></tr>
+    <tr><td><code>{{CLAIMS_DETAILS}}</code></td><td>Claim history table (renewal leads)</td></tr>
+  </tbody>
+</table>
+
+<p>
+  After RFQ copy, editors are granted from the lead’s <code>rfq_qcr_viewers</code> JSON email list (selected on the create/edit form).
+  The same list is applied to QCR and Placement copies.
+</p>
+
+<h2 id="create-edit">Step 1 — Create opportunity</h2>
+
+<h3 id="create-ui">From the list</h3>
+<ol>
+  <li>Open <code>/leads/list</code> → click <strong>Add</strong>.</li>
+  <li>Modal <strong>Select Opportunity Type</strong> → choose <strong>Non-EB</strong> (<code>lead_form_type=2</code>).</li>
+  <li>Redirect: <code>GET /util/getLeadNonEB/2/0</code>.</li>
+</ol>
+
+<h3 id="create-form">Form (<code>leads_non_eb.php</code>)</h3>
+<ul>
+  <li>Sections: Opportunity Details, Client Information, Branch Information, Policy Details, Sales &amp; Assignment.</li>
+  <li>Policy types limited to <code>allocg</code> = <strong>Non-EB</strong> or <strong>Marine</strong>.</li>
+  <li>Policy type change → <code>GET /util/getPolicyTypeFields</code> → dynamic fields in <code>#appendArea</code>.</li>
+  <li>Renewal types may show claim history rows → stored as <code>fin_years_claims</code> JSON.</li>
+  <li><code>rfq_qcr_viewers</code> (emails) become Google Sheet editors later.</li>
+  <li>Submit → AJAX <code>POST /leads/create</code> with <code>lead_form_type=2</code>.</li>
+</ul>
+
+<h3 id="create-backend">Controller: <code>createLead()</code></h3>
+<ul>
+  <li><code>prepareLeadData()</code> → <code>prepareSingleLeadData()</code> (one lead row; EB uses multi-row).</li>
+  <li>Non-EB validation: policy type, DOC/DOE, claim-history rows when <code>claim_history=1</code>.</li>
+  <li><code>insertNewLead()</code> — no demography background job (EB-only).</li>
+  <li>Initial status: <code>queued</code> (In-Queued).</li>
+</ul>
+
+<h2 id="edit-flow">Edit flow</h2>
+
+<p>From the list action menu → <strong>Edit</strong> (available for both EB and Non-EB):</p>
+
+<ol>
+  <li>JS: <code>getLeadsDataForEdit(lead_id, lead_form_type, actual_lead_id)</code></li>
+  <li>Redirect: <code>GET /util/getLeadNonEB/{lead_form_type}/{actual_lead_id}/{lead_id}</code></li>
+  <li>Controller: <code>getLeadNonEB($type, $actual_lead_id, $id)</code> (~line 4818)
+    <ul>
+      <li>Loads master data (issuer, policy types, sales team, etc.)</li>
+      <li>When <code>$id</code> present: fetches <code>lead_edit_data</code>, files, custom fields, date formatting</li>
+      <li>Builds dynamic policy HTML via <code>generateViewPageHtml()</code></li>
+      <li>Renewal Non-EB: renders <code>rfq/claims_details_non_eb</code> into <code>claims_details_html</code></li>
+      <li>Returns layout with <code>leads_form_handler</code> → includes <code>leads_non_eb.php</code> when <code>selected_lead_type != 1</code></li>
+    </ul>
+  </li>
+  <li>Form pre-fills client, branch, policy, files, viewers, status, lost reason, etc.</li>
+  <li>Submit same endpoint: <code>POST /leads/create</code> with hidden <code>id</code> → <code>updateOldLead()</code></li>
+</ol>
+
+<h2 id="list-actions">Steps 2–7 — List table actions (Non-EB)</h2>
+
+<p>
+  When <code>lead_form_type === 2</code>, the row action menu in
+  <code>app/Views/leads_list.php</code> (lines ~297–343) uses modal/AJAX flows instead of
+  navigating to <code>/rfq/list/{id}/1|2</code> (EB behaviour).
+</p>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    <strong>Menu order on screen</strong> (after opportunity is created): Edit → RFQ → QCR →
+    Send Internal Mail → Send Insurer Mail → Send Client Mail → Placement → Email History.
+  </div>
+</div>
+
+<h3 id="action-map">Action → view handler → controller endpoint</h3>
+
+<div class="docs-table-wrap docs-table-wrap--fluid">
+<table class="docs-action-map">
+  <thead>
+    <tr>
+      <th>#</th>
+      <th>Action</th>
+      <th>Visible when</th>
+      <th>View (JS) / handler class</th>
+      <th>Controller endpoint(s)</th>
+      <th>Status after</th>
+    </tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>—</td>
+      <td><strong>Edit</strong></td>
+      <td>Always (EB + Non-EB)</td>
+      <td><code>getLeadsDataForEdit()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/util/getLeadNonEB/{lead_form_type}/{actual_lead_id}/{lead_id}</code><br>
+        <span class="badge post">POST</span>
+        <code>/leads/create</code> (update when <code>id</code> posted)
+      </td>
+      <td>User-selected on form</td>
+    </tr>
+    <tr>
+      <td>1</td>
+      <td><strong>RFQ</strong></td>
+      <td><code>lead_form_type === 2</code> only</td>
+      <td><code>.btnRfqSheetList</code> → <code>createRfqSheetFromList()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/leads/createRfqSheet?lead_id={id}</code><br>
+        <code>LeadsController::createRfqSheet()</code> — opens Google Sheet URL in new tab
+      </td>
+      <td><code>rfq_created</code></td>
+    </tr>
+    <tr>
+      <td>2</td>
+      <td><strong>QCR</strong></td>
+      <td>
+        Non-EB; status not <code>queued</code> or <code>rfq_created</code>;
+        role <code>1, 5, 2, 3</code> or Business Support team
+      </td>
+      <td><code>.btnQcrSheetList</code> → <code>createQcrSheetFromList()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/leads/createQcrSheet?lead_id={id}</code><br>
+        <code>LeadsController::createQcrSheet()</code>
+      </td>
+      <td><code>qcr_created</code></td>
+    </tr>
+    <tr>
+      <td>3</td>
+      <td><strong>Send Internal Mail</strong></td>
+      <td>Non-EB; <code>status != queued</code></td>
+      <td><code>.btnInternalMailList</code> → <code>openInternalMailFromList()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/leads/mailTemplate?lead_id={id}&amp;template_type=rfq</code><br>
+        <span class="badge post">POST</span>
+        <code>/leads/sendMail</code> — <code>recipient_type=internal</code>
+      </td>
+      <td>—</td>
+    </tr>
+    <tr>
+      <td>4</td>
+      <td><strong>Send Insurer Mail</strong></td>
+      <td>Same as internal mail</td>
+      <td><code>.btnInsurerMailList</code> → <code>openInsurerMailFromList()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/leads/mailTemplate?lead_id={id}&amp;template_type=rfq</code><br>
+        <span class="badge post">POST</span>
+        <code>/leads/sendMail</code> — <code>recipient_type=insurer</code> (RFQ sheet attach)
+      </td>
+      <td><code>rfq_sent</code></td>
+    </tr>
+    <tr>
+      <td>5</td>
+      <td><strong>Send Client Mail</strong></td>
+      <td>Same as internal mail</td>
+      <td><code>.btnClientMailList</code> → <code>openClientMailFromList()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/leads/mailTemplate?lead_id={id}&amp;template_type=qcr</code><br>
+        <span class="badge post">POST</span>
+        <code>/leads/sendMail</code> — <code>recipient_type=client</code> (QCR sheet attach)
+      </td>
+      <td><code>qcr_sent</code></td>
+    </tr>
+    <tr>
+      <td>6</td>
+      <td><strong>Placement</strong></td>
+      <td>Same as internal mail</td>
+      <td><code>.btnPlacementList</code> → <code>openPlacementFromList()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/rfq/placementData/{id}</code><br>
+        <span class="badge get">GET</span>
+        <code>/leads/mailTemplate?lead_id={id}&amp;template_type=placement</code><br>
+        <span class="badge post">POST</span>
+        <code>/leads/sendMail</code> — <code>recipient_type=placement</code>
+      </td>
+      <td><code>won</code></td>
+    </tr>
+    <tr>
+      <td>—</td>
+      <td><strong>Email History</strong></td>
+      <td>Always (EB + Non-EB)</td>
+      <td><code>.btnHistory</code> → <code>getLeadsDataForMailHistory()</code></td>
+      <td>
+        <span class="badge get">GET</span>
+        <code>/util/getLeadEmailHistory/{id}</code> → <code>getLeadEmailHistory()</code>
+      </td>
+      <td>—</td>
+    </tr>
+  </tbody>
+</table>
+</div>
+
+<p><strong>EB contrast</strong> (same menu, <code>lead_form_type === 1</code>): RFQ/QCR are links to
+<code>/rfq/list/{id}/1</code> and <code>/rfq/list/{id}/2</code>; internal/insurer/client/placement mail items are not shown.</p>
+
+<p><strong>Shared mail modal helpers</strong> (all in <code>leads_list.php</code>):</p>
+<ul>
+  <li><code>POST /leads/uploadLeadAttachment</code> — optional extra files (<code>lead_id</code>, <code>docs_name</code>, file)</li>
+  <li><code>constructURL_ForInternalMailSend()</code>, insurer/client via <code>constructURL_ForInsurerOrClientMailSend()</code>, placement via <code>constructURL_ForPlacementMailSend()</code></li>
+  <li>External CC disclaimer modal (<code>#external_cc_disclaimer_modal</code>) before client/placement send to non-user emails</li>
+</ul>
+
+<h2 id="step-rfq">Step 2 — RFQ (<code>createRfqSheet()</code>)</h2>
+
+<ol>
+  <li>Load lead + <code>policy_type.misc.rfq_template_sheet_id</code>.</li>
+  <li>If <code>misc.rfq_sheet_id</code> exists → return existing Google Sheet URL.</li>
+  <li>Copy template via <code>GoogleSheetLib::copyTemplate()</code> into <code>RfqConfig::rfqParentFolderId</code>.</li>
+  <li>Fill placeholders (<code>buildRfqPlaceholderData()</code>): client, GST, PAN, policy period, claims table.</li>
+  <li>Grant editors from <code>leads.rfq_qcr_viewers</code> email JSON.</li>
+  <li>Save <code>misc.rfq_sheet_id</code>; set <code>status = rfq_created</code>.</li>
+  <li>UI opens sheet in a new browser tab.</li>
+</ol>
+
+<h2 id="step-qcr">Step 3 — QCR (<code>createQcrSheet()</code>)</h2>
+
+<ol>
+  <li>Requires <code>misc.rfq_sheet_id</code> — returns 400 if RFQ not created yet.</li>
+  <li>If <code>misc.qcr_sheet_id</code> exists → return existing URL.</li>
+  <li>Copy the RFQ sheet (not the policy template) with a QCR filename.</li>
+  <li>Same editor permissions from <code>rfq_qcr_viewers</code>.</li>
+  <li>Save <code>misc.qcr_sheet_id</code>; set <code>status = qcr_created</code>.</li>
+</ol>
+
+<h2 id="step-mails">Steps 4–6 — Mail actions</h2>
+
+<h3 id="mail-template">Load template — <code>getLeadMailTemplate()</code></h3>
+<p>
+  Called before each mail modal opens. Query params:
+  <code>lead_id</code> + <code>template_type</code> (<code>rfq</code> | <code>qcr</code> | <code>placement</code>).
+  Returns subject, HTML body, and attachment checkbox HTML from <code>lead_files</code>.
+</p>
+
+<h3 id="send-mail">Send — <code>sendMailWithAttachement()</code></h3>
+
+<p>For Non-EB (<code>lead_form_type == 2</code>), the Excel attachment comes from Google Sheets:</p>
+
+<table>
+  <thead>
+    <tr><th>recipient_type</th><th>Sheet used</th><th>Status after send</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td><code>internal</code></td>
+      <td>QCR if status is <code>qcr_created</code>/<code>qcr_sent</code>, else RFQ</td>
+      <td>Unchanged</td>
+    </tr>
+    <tr>
+      <td><code>insurer</code></td>
+      <td><code>misc.rfq_sheet_id</code></td>
+      <td><code>rfq_sent</code> (unless already past that stage)</td>
+    </tr>
+    <tr>
+      <td><code>client</code></td>
+      <td><code>misc.qcr_sheet_id</code></td>
+      <td><code>qcr_sent</code></td>
+    </tr>
+    <tr>
+      <td><code>placement</code></td>
+      <td><code>createAndDownloadPlacementSheet()</code> — copies QCR sheet</td>
+      <td><code>won</code> + saves placement/payment/installment fields</td>
+    </tr>
+  </tbody>
+</table>
+
+<p>Implementation detail: <code>downloadFileFromGoogleSheet()</code> exports the chosen sheet to a temp
+<code>.xlsx</code> under <code>writable/tmp/</code> before <code>MailHelper::send_email()</code>.</p>
+
+<h2 id="step-placement">Step 7 — Placement</h2>
+
+<p>Opened from list action → <code>openPlacementFromList(leadId)</code>:</p>
+<ol>
+  <li><code>GET /rfq/placementData/{id}</code> — pre-fills policy dates, premium, CD, installments, contacts.</li>
+  <li><code>GET /leads/mailTemplate?template_type=placement</code> — subject/body/attachments.</li>
+  <li>User fills placement modal: dates, premium/CD/total, installment rows, To/CC, optional external CC.</li>
+  <li><code>POST /leads/sendMail</code> with <code>recipient_type=placement</code>.</li>
+  <li>Backend copies QCR → placement Google Sheet, attaches Excel, updates lead to <code>won</code>,
+      persists <code>placement_date</code>, <code>premium_amount</code>, <code>cd_amount</code>, installments, etc.</li>
+</ol>
+
+<h2 id="status-lifecycle">Status lifecycle</h2>
+
+<table>
+  <thead>
+    <tr><th>Status</th><th>Label</th><th>Set by</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>queued</code></td><td>In-Queued</td><td>Create form (default)</td></tr>
+    <tr><td><code>rfq_created</code></td><td>RFQ Created</td><td><code>createRfqSheet()</code></td></tr>
+    <tr><td><code>rfq_sent</code></td><td>RFQ Sent</td><td>Insurer mail</td></tr>
+    <tr><td><code>qcr_created</code></td><td>QCR Created</td><td><code>createQcrSheet()</code></td></tr>
+    <tr><td><code>qcr_sent</code></td><td>QCR Sent</td><td>Client mail</td></tr>
+    <tr><td><code>won</code></td><td>Won</td><td>Placement mail</td></tr>
+    <tr><td><code>lost</code></td><td>Lost</td><td>User sets on edit form + lost reason</td></tr>
+  </tbody>
+</table>
+
+<h2 id="misc-json">leads.misc JSON</h2>
+
+<pre><code>{
+  "rfq_sheet_id": "…",
+  "qcr_sheet_id": "…",
+  "placement_sheet_id": "…"
+}</code></pre>
+
+<h2 id="controller-reference">Controller reference (list flow)</h2>
+
+<p>Methods in <code>LeadsController.php</code> used by the list Non-EB flow:</p>
+
+<table>
+  <thead>
+    <tr><th>Method</th><th>Triggered from</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>createLead()</code></td><td>Form submit (create + edit)</td></tr>
+    <tr><td><code>getLeadNonEB()</code></td><td>Add / Edit navigation</td></tr>
+    <tr><td><code>getPolicyTypeFields()</code></td><td>Policy type change on form</td></tr>
+    <tr><td><code>createRfqSheet()</code></td><td>RFQ action</td></tr>
+    <tr><td><code>createQcrSheet()</code></td><td>QCR action</td></tr>
+    <tr><td><code>getLeadMailTemplate()</code></td><td>All mail modals</td></tr>
+    <tr><td><code>getPlacementData()</code></td><td>Placement modal pre-fill</td></tr>
+    <tr><td><code>uploadLeadAttachment()</code></td><td>Attachment upload in mail modals</td></tr>
+    <tr><td><code>sendMailWithAttachement()</code></td><td>All mail sends + placement</td></tr>
+    <tr><td><code>downloadFileFromGoogleSheet()</code></td><td>Mail attachment (internal/insurer/client)</td></tr>
+    <tr><td><code>createAndDownloadPlacementSheet()</code></td><td>Placement mail attachment</td></tr>
+    <tr><td><code>getLeadEmailHistory()</code></td><td>Email History modal</td></tr>
+    <tr><td><code>buildRfqPlaceholderData()</code></td><td>RFQ sheet placeholder fill (helper)</td></tr>
+  </tbody>
+</table>
+
+<h2 id="developer-steps">Developer checklist</h2>
+
+<ol>
+  <li>Complete <a href="#google-sheet-config">Google Sheet config</a> for each Non-EB/Marine <code>policy_type</code> before first RFQ.</li>
+  <li>Set <code>policy_type.misc.rfq_template_sheet_id</code> per product (see <a href="#gsheet-product-config">sheet ID per product</a>).</li>
+  <li>Configure <code>RFQ_PARENT_FOLDER_ID</code> in <code>.env</code> and share folder/templates with the service account.</li>
+  <li>Ensure placeholders in master templates match <code>Config\RfqConfig::$rfqPlaceholders</code>.</li>
+  <li>Gate new list actions with <code>$isNonEb</code> in <code>leads_list.php</code>.</li>
+  <li>Respect sheet order: RFQ → QCR → mails → placement.</li>
+  <li>QCR button: roles <code>[1, 5, 2, 3]</code> or <code>BUSINESS_SUPPORT_TEAM_ID</code> in user team.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>QCR before RFQ:</strong> <code>createQcrSheet</code> fails if <code>rfq_sheet_id</code> is missing.</li>
+  <li><strong>Queued status:</strong> Mail and placement actions are hidden until status moves past <code>queued</code>.</li>
+  <li><strong>Insurer mail needs RFQ sheet;</strong> client mail needs QCR sheet — create sheets before sending.</li>
+  <li><strong>Internal mail attachment</strong> picks RFQ or QCR based on current lead status.</li>
+  <li><strong>Edit vs create:</strong> same <code>POST /leads/create</code>; presence of hidden <code>id</code> triggers update.</li>
+</ul>

app/Views/docs/partials/docs_header.php

@@ -39,6 +39,7 @@ $base        = base_url();
     /* ─── TOKENS ─────────────────────────────── */
     :root {
       --sidebar-w : 260px;
+      --toc-w     : 200px;
       --topbar-h  : 56px;
       --bg        : #ffffff;
       --bg2       : #f7f8fa;
@@ -143,6 +144,8 @@ $base        = base_url();
     /* ─── LAYOUT WRAPPER ─────────────────────── */
     .docs-layout {
       display   : flex;
+      width     : 100%;
+      align-items: flex-start;
       margin-top: var(--topbar-h);
       min-height: calc(100vh - var(--topbar-h));
     }
@@ -208,6 +211,15 @@ $base        = base_url();
     .callout.success { background: #f0fdf4; border-color: #4ade80; color: #15803d; }
 
     /* ─── TABLES ─────────────────────────────── */
+    .docs-table-wrap {
+      overflow-x: auto;
+      -webkit-overflow-scrolling: touch;
+      margin: 20px 0;
+      border: 1px solid var(--border);
+      border-radius: 8px;
+    }
+    .docs-table-wrap table { margin: 0; min-width: 640px; }
+    .docs-table-wrap--fluid table { min-width: 0; width: 100%; }
     table { width: 100%; border-collapse: collapse; margin: 20px 0; font-size: 13.5px; }
     th {
       background    : var(--bg2);

app/Views/docs/partials/docs_main_open.php

@@ -27,10 +27,11 @@ $toc          = $toc          ?? [];
 <style>
   /* ─── MAIN CONTENT ───────────────────────── */
   .docs-main {
-    flex    : 1;
-    max-width: 760px;
-    padding : 48px 56px 80px;
-    min-width: 0;
+    flex      : 1 1 auto;
+    min-width : 0;
+    max-width : none;
+    width     : 0; /* grow to fill space between sidebar and right TOC */
+    padding   : 48px 40px 80px 48px;
   }
 
   .docs-main__breadcrumb {
@@ -62,13 +63,18 @@ $toc          = $toc          ?? [];
 
   /* ─── RIGHT TOC ──────────────────────────── */
   .docs-toc {
-    width    : 200px;
-    min-width: 200px;
-    padding  : 56px 20px 0;
-    position : sticky;
-    top      : calc(var(--topbar-h) + 32px);
-    height   : fit-content;
-    align-self: flex-start;
+    width      : var(--toc-w);
+    min-width  : var(--toc-w);
+    max-width  : var(--toc-w);
+    padding    : 56px 20px 48px 16px;
+    border-left: 1px solid var(--border);
+    background : var(--bg);
+    position   : sticky;
+    top        : calc(var(--topbar-h) + 32px);
+    height     : fit-content;
+    max-height : calc(100vh - var(--topbar-h) - 48px);
+    overflow-y : auto;
+    align-self : flex-start;
     flex-shrink: 0;
   }
 
@@ -109,6 +115,14 @@ $toc          = $toc          ?? [];
     border-radius  : 999px;
     padding        : 3px 6px;
   }
+
+  @media (max-width: 1100px) {
+    .docs-toc { display: none; }
+    .docs-main {
+      width: auto;
+      padding-right: 48px;
+    }
+  }
 </style>
 
 <!-- ═══════════════════════════════════════════

app/Views/docs/si-enhancement.php

@@ -0,0 +1,259 @@
+<?php
+/**
+ * SI Enhancement (employee Excel upload) — content only
+ * app/Views/docs/si-enhancement.php
+ *
+ * Based on:
+ * - app/Views/employee_upload.php
+ * - app/Controllers/EmployeeServiceController.php
+ *   (excelFileFormatValidation, excelFileDataValidation, employeesSIEnhanceProcess)
+ * - app/Controllers/EmployeeController.php (employeesUplodWithEvents)
+ * - app/Controllers/JobWorker.php
+ */
+?>
+
+<p>
+  <strong>SI Enhancement</strong> increases sum insured for active members on a policy via Excel upload
+  (<code>files.action = si_enhancement</code>). The process recalculates premium from slab/rack rates and
+  creates <strong>pending SI endorsements</strong> on <code>employee_polices</code> — SI and premium are not
+  updated in place until endorsements are applied downstream.
+</p>
+
+<p>
+  Core logic: <code>EmployeeServiceController::employeesSIEnhanceProcess</code>.
+  Premium math uses <code>transform_si_excel_row_to_calculatable_format</code> and
+  <code>premium_calculation_manager</code> (see
+  <a href="<?= base_url('docs/eb-rack-rate-calculation') ?>">EB rack rate calculation</a>).
+</p>
+
+<h2 id="overview">Overview</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart LR
+    A["Upload Excel action si_enhancement"] --> B["excelFileFormatValidation"]
+    B --> C["excelFileDataValidation"]
+    C --> D["employeesSIEnhanceProcess job"]
+    D --> E["Recalc premium plus pending SI endorsements"]
+    B -->|errors| F["files.status failed"]
+    C -->|errors| F
+    D -->|loop done| G["files.status success"]
+  </div>
+</div>
+
+<p><strong>In short:</strong></p>
+<ul>
+  <li><strong>Step 1 — Format:</strong> 5 columns (A–E); <strong>Augmented SI</strong> validated against slabs (<code>check_si</code>).</li>
+  <li><strong>Step 2 — Data:</strong> Member must exist on active policy; code <strong>10</strong> if not found.</li>
+  <li><strong>Step 3 — SI enhance:</strong> Picks rack rate by relationship, recalculates premium, inserts 3 pending endorsements per member.</li>
+  <li>One Excel row = one member SI change (not whole-family in one row).</li>
+</ul>
+
+<h2 id="key-files-routes">Key files and routes</h2>
+
+<table>
+  <thead>
+    <tr><th>Area</th><th>Location</th></tr>
+  </thead>
+  <tbody>
+    <tr>
+      <td>UI</td>
+      <td><code>app/Views/employee_upload.php</code> — action <strong>SI Enhancement</strong></td>
+    </tr>
+    <tr>
+      <td>Upload</td>
+      <td><code>EmployeeController::employeesUplodWithEvents</code></td>
+    </tr>
+    <tr>
+      <td>Validation</td>
+      <td><code>excelFileFormatValidation</code>, <code>excelFileDataValidation</code></td>
+    </tr>
+    <tr>
+      <td>SI process</td>
+      <td><code>employeesSIEnhanceProcess</code></td>
+    </tr>
+    <tr>
+      <td>Onboard SI path</td>
+      <td><code>employeesSIEnhanceProcessWhileOnbboard</code> — SI during dependent addition onboard (not Excel)</td>
+    </tr>
+    <tr>
+      <td>Job</td>
+      <td><code>employeesSIEnhanceProcess</code> in <code>JobWorker.php</code></td>
+    </tr>
+    <tr>
+      <td>Helpers</td>
+      <td><code>excel_util_helper.php</code> — <code>transform_si_excel_row_to_calculatable_format</code>, <code>premium_calculation_manager</code></td>
+    </tr>
+  </tbody>
+</table>
+
+<p><strong>Routes</strong> (group <code>/employee</code>, <code>authMVC</code>):</p>
+<ul>
+  <li><code>GET /employee/upload</code> — upload screen</li>
+  <li><code>POST /employee/upload</code> — <code>upload-action-type=si_enhancement</code></li>
+  <li><code>GET /employee/excel_error/{file_id}</code> — validation errors</li>
+</ul>
+
+<div class="callout info">
+  <span>i</span>
+  <div>
+    <strong><code>files.policy_id</code></strong> is the client policy id. Slab rates load via
+    <code>getPolicySlabRatesForEmpOnboard(policy_id, client_id)</code>.
+  </div>
+</div>
+
+<h2 id="sync-vs-jobs">Sync vs background jobs</h2>
+
+<table>
+  <thead>
+    <tr><th>Step</th><th>&lt; 1 MB</th><th>≥ 1 MB</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>Format validation</td><td>Inline on upload</td><td>Job <code>excelFileFormatValidation</code></td></tr>
+    <tr><td>Data validation</td><td>Job <code>excelFileDataValidation</code></td><td>Same</td></tr>
+    <tr><td>SI enhance</td><td>Job <code>employeesSIEnhanceProcess</code></td><td>Same</td></tr>
+  </tbody>
+</table>
+
+<h2 id="format-validation">Step 1: excelFileFormatValidation</h2>
+
+<ul>
+  <li>Uses <code>$si_enhance_excel_columns</code> — <strong>5 columns (A–E)</strong>.</li>
+  <li>Action code <code>SI</code> for mandatory rules.</li>
+  <li><strong>Augmented SI</strong> (D): custom <code>check_si</code> against policy slabs (same helper as inception SI column).</li>
+  <li><strong>Date of SI Enhancement</strong> (E): <code>d-M-Y</code>.</li>
+  <li>Policy must have slab/rack configuration or format step fails early (code 5).</li>
+</ul>
+
+<h3 id="format-errors">Format error codes</h3>
+
+<table>
+  <thead>
+    <tr><th>Code</th><th>Meaning</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>1</td><td>Mandatory missing</td></tr>
+    <tr><td>2</td><td>Wrong format</td></tr>
+    <tr><td>3</td><td>Not in allowed list</td></tr>
+    <tr><td>4</td><td>Custom validation failed (e.g. invalid Augmented SI for slab)</td></tr>
+    <tr><td>5</td><td>File / policy / slab problem</td></tr>
+    <tr><td>6</td><td>Column headers wrong</td></tr>
+  </tbody>
+</table>
+
+<h2 id="data-validation">Step 2: excelFileDataValidation</h2>
+
+<p><code>name_and_empid_check_in_db</code> for <code>si_enhancement</code>:</p>
+<ul>
+  <li>Row must match active employee + active <code>employee_polices</code> on the policy.</li>
+  <li>Not found → error code <strong>10</strong> (“Record Not found”).</li>
+</ul>
+
+<p>On success → queues <code>employeesSIEnhanceProcess</code>.</p>
+
+<h2 id="si-process">Step 3: employeesSIEnhanceProcess</h2>
+
+<div class="mermaid-wrapper">
+  <div class="mermaid">
+flowchart TD
+    A["Read row Augmented SI and date"] --> B["Match active employee and policy"]
+    B --> C{"Pending SI on basic_cover_si?"}
+    C -->|Yes| D["Skip row log error"]
+    C -->|No| E["Resolve rack rate by relationship"]
+    E --> F["premium_calculation_manager"]
+    F --> G["Insert 3 pending endorsements actions si"]
+  </div>
+</div>
+
+<p><strong>Per row:</strong></p>
+<ol>
+  <li>Strip number formatting from Augmented SI (<code>removeNumberFormatting</code>).</li>
+  <li>Load employee (emp code + name + branch) and active <code>employee_polices</code> row.</li>
+  <li>Find applicable slab/rack rate from member <strong>relationship</strong> (Son/Daughter → childrens, parents, etc.).</li>
+  <li>Build calculatable member payload via <code>transform_si_excel_row_to_calculatable_format</code> (uses family max age/count).</li>
+  <li><code>premium_calculation_manager</code> → new premium for the augmented SI.</li>
+  <li>Insert pending endorsements on <code>employee_polices</code> (<code>actions = si</code>):</li>
+</ol>
+
+<table>
+  <thead>
+    <tr><th>field_name</th><th>new_value source</th></tr>
+  </thead>
+  <tbody>
+    <tr><td><code>basic_cover_si</code></td><td>Excel Augmented SI (column D)</td></tr>
+    <tr><td><code>premium</code></td><td>Recalculated premium from rack logic</td></tr>
+    <tr><td><code>si_enhancement_date</code></td><td>Excel Date of SI Enhancement (column E)</td></tr>
+  </tbody>
+</table>
+
+<p>
+  Sets <code>files.status = success</code> when the loop completes. Skipped rows (duplicate pending SI, missing member)
+  are logged only — the file still succeeds.
+</p>
+
+<h2 id="excel-columns">SI Enhancement Excel columns</h2>
+
+<table>
+  <thead>
+    <tr><th>Col</th><th>Header</th><th>Required</th><th>Notes</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>A</td><td>S.No</td><td>Yes</td><td></td></tr>
+    <tr><td>B</td><td>EMP ID</td><td>Yes</td><td></td></tr>
+    <tr><td>C</td><td>NAME OF EMP/DEP</td><td>Yes</td><td>Must match DB</td></tr>
+    <tr><td>D</td><td>Augmented SI</td><td>Yes</td><td>New SI; validated via <code>check_si</code></td></tr>
+    <tr><td>E</td><td>Date of SI Enhancement</td><td>Yes</td><td><code>d-M-Y</code></td></tr>
+  </tbody>
+</table>
+
+<h2 id="row-example">Row layout examples</h2>
+
+<p><strong>Enhance Self SI</strong> — one row:</p>
+
+<table>
+  <thead>
+    <tr><th>EMP ID</th><th>NAME</th><th>Augmented SI</th><th>Date of SI Enhancement</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>EMP001</td><td>Raj Kumar</td><td>1000000</td><td>19-May-2026</td></tr>
+  </tbody>
+</table>
+
+<p><strong>Enhance spouse only</strong> — separate row (premium uses that member’s relationship for rack selection):</p>
+
+<table>
+  <thead>
+    <tr><th>EMP ID</th><th>NAME</th><th>Augmented SI</th><th>Date of SI Enhancement</th></tr>
+  </thead>
+  <tbody>
+    <tr><td>EMP001</td><td>Priya Kumar</td><td>500000</td><td>19-May-2026</td></tr>
+  </tbody>
+</table>
+
+<h2 id="developer-steps">Developer steps</h2>
+
+<ol>
+  <li>Confirm slab/rack rates exist for the client policy (same as inception).</li>
+  <li>Upload with <code>upload-action-type=si_enhancement</code>; note <code>file_id</code>.</li>
+  <li>On validation failure, check <code>/employee/excel_error/{file_id}</code> — codes <strong>4</strong> (SI/slab) or <strong>10</strong> (member missing).</li>
+  <li>After success, query <code>emp_endorsement</code> where <code>file_id</code> = upload id, <code>actions = 'si'</code>, <code>status = 'pending'</code> — expect up to 3 rows per member (same <code>group_key</code>).</li>
+  <li>Compare <code>new_value</code> on <code>basic_cover_si</code> and <code>premium</code> to Excel and rack expectations.</li>
+</ol>
+
+<h2 id="pitfalls">Common pitfalls</h2>
+
+<ul>
+  <li><strong>Slab / rack not configured</strong> — format step or premium calc fails; relationship must map to a non-zero rack key.</li>
+  <li><strong>Augmented SI vs slab</strong> — <code>check_si</code> in step 1 must pass before the job runs.</li>
+  <li><strong>Pending SI already exists</strong> — duplicate upload for same member skipped until prior endorsement cleared.</li>
+  <li><strong>Per-member rows</strong> — enhancing whole family requires one row per member (unlike deletion Self = whole family).</li>
+  <li><strong>File success vs rows</strong> — <code>files.status = success</code> does not guarantee every row created endorsements.</li>
+  <li><strong>Not live SI update</strong> — <code>employee_polices.basic_cover_si</code> changes after endorsement processing.</li>
+</ul>
+
+<p>
+  Related:
+  <a href="<?= base_url('docs/inception') ?>">Inception</a>,
+  <a href="<?= base_url('docs/correction') ?>">Correction</a>,
+  <a href="<?= base_url('docs/eb-rack-rate-calculation') ?>">EB rack rate calculation</a>.
+</p>

app/Views/employee_data_list.php

@@ -361,6 +361,12 @@ $gst_total = 0;
                                                     <a class="dropdown-item" onclick="showReGenerateConfirmation('<?= $employee['client_policy_id'];?>', '<?= $employee['emp_code'];?>')" ><i class="mdi mdi-refresh mr-2 text-muted font-18 vertical-middle"></i>Re-Generate E-Card</a>
                                                 <?php } ?>
 
+                                                <?php if(strtolower($employee['relationship']) == 'self' && $employee['wellness_onboard'] == '0') { ?>
+                                                    <a class="dropdown-item" onclick="initiateWellnessOnboard('<?= $employee['client_policy_id'];?>', '<?= $employee['emp_code'];?>')" ><i class="mdi mdi-heart-pulse mr-2 text-muted font-18 vertical-middle"></i>Initiate Wellness Onboard</a>
+                                                <?php }else if(strtolower($employee['relationship']) == 'self' && $employee['wellness_onboard'] != '0') { ?>
+                                                    <a class="dropdown-item" onclick="resetWellnessOnboard('<?= $employee['client_policy_id'];?>', '<?= $employee['emp_code'];?>')" ><i class="mdi mdi-restart mr-2 text-muted font-18 vertical-middle"></i>Reset Wellness Onboard</a>
+                                                <?php } ?>
+
                                             </div>
                                         </div>
                                     </td>

app/Views/employee_list.php

@@ -81,7 +81,7 @@
 
                                 <div class="form-group col-md-4">
                                     <label>Policy</label> <br />
-                                    <select class="form-control" id="policies">
+                                    <select class="form-control" id="policies" onchange="getOnboardedemployees(event)">
                                         <option value="0">Select</option>
                                     </select>
                                 </div>
@@ -90,7 +90,7 @@
                                     <label>Status</label> <br />
                                     <select class="form-control" name="status2[]" id="status2" multiple>
                                         <option value="0">Select</option>
-                                        <?php foreach ($status as $key => $value) { ?>
+                                        <?php foreach ($status ?? [] as $key => $value) { ?>
                                             <option value="<?= $key ?>"
                                                 <?php
                                                 if ((!isset($getData) || in_array('active', $getData['status'])) && $key == 'active') {
@@ -116,6 +116,15 @@
 
                             </div>
                             <div class="row justify-content-end">
+
+                                <div id="resetWellnessOnboardBtn_div" class="col-auto" style="display: none;">
+                                    <!-- <div id="categoryFilter_12"> -->
+                                    <a href="#" id="resetWellnessOnboardBtn" class="btn btn-primary waves-effect waves-light"
+                                        style="background-color: #F5FFFF; color:black; border:1px solid #00999E;"
+                                        onclick="resetWellnessOnboard(this)">Wellness Onboard Reset</a>
+                                    <!-- </div> -->
+                                </div>
+
                                 <div class="col-auto">
                                     <!-- <div id="categoryFilter_12"> -->
                                     <a href="#" class="btn btn-primary waves-effect waves-light"
@@ -148,6 +157,7 @@
 
 <!-- end row -->
 <div id="loader" class="loader" style="display:none;">SPINNER</div>
+
 <script>
     // document.addEventListener("DOMContentLoaded", function () {
     //     const table = document.getElementById("tickets-table");
@@ -454,93 +464,6 @@
         $('#status2').trigger('change');
     });
 
-
-    // $(document).ready(function() {
-    //     console.log("document loaded");
-    //     //fetchClientPolicies();
-    // });
-
-    // $(window).on("load", function() {
-    //     console.log("window loaded");
-    //     fetchClientPolicies();
-    // });
-
-    // function fetchClientPolicies() {
-    //     $('#loader').show();
-    //     var apiURL = '<?php echo base_url(); ?>' + 'util/clients-with-policies';
-    //     console.log('fetchClientPolicies');
-    //     // console.log(apiURL);
-    //     $.ajax({
-    //         url: apiURL,
-    //         method: 'GET',
-    //         headers: {
-    //             "Content-Type": "application/json",
-    //             "X-Requested-With": "XMLHttpRequest"
-    //         },
-    //         success: function(response) {
-    //             // console.log(response.code);
-    //             // console.log(response.dataStatus);
-    //             // console.log(response.data);
-    //             if (response.code === 200 && response.dataStatus === true && response.data !== "") {
-    //                 try {
-    //                     clientPolicies = (response.data);
-
-    //                     response.data.forEach(policy => {
-    //                         // console.log('policies', policy.policies);
-    //                         policy.policies.forEach(p => {
-    //                             clientPoliciesWithBranch.policies.push(p);
-    //                         });
-    //                     });
-
-    //                     // console.log('1',clientPolicies);
-    //                     appendClients(clientPolicies);
-
-    //                     //this function for reselect the policy
-    //                     setTimeout(function() {
-    //                         if (client_id != 0) {
-    //                             var foundPolicies = clientPolicies.find(function(item) {
-    //                                 // console.log(typeof item.id)
-    //                                 return item.id == client_id;
-    //                             });
-    //                             appendBranch(foundPolicies.branchs);
-    //                         }
-    //                     }, 500);
-
-    //                     setTimeout(function() {
-    //                         if (client_branch_id != 0) {
-
-    //                             var foundPolicies = clientPoliciesWithBranch.policies.filter(function(item) {
-    //                                 // console.log('item', item);
-    //                                 return item.branch_id === client_branch_id;
-    //                             });
-
-    //                             if (foundPolicies) {
-    //                                 // console.log('foundPolicies', foundPolicies);
-    //                                 appendPolicies(foundPolicies);
-    //                             } else {
-    //                                 console.log('No policies found for the selected client');
-    //                             }
-    //                         }
-    //                     }, 500);
-    //                     //end
-
-    //                 } catch (error) {
-    //                     console.error('Error parsing API response data:', error);
-    //                 }
-    //             } else if (response.code === 404 && response.dataStatus === false) {
-    //                 console.error('no data found', response);
-    //             } else {
-    //                 console.error('Something went wrong!');
-    //             }
-    //         },
-    //         error: function(xhr, status, error) {
-    //             console.error('Error fetching data from API:', error);
-    //         }
-    //     });
-
-    //     $('#loader').hide();
-    // }
-
     function appendClients(data) {
         var clientID = <?= isset($getData) ? $getData['client_id'] : '0' ?>;
         $.each(data, function(index, item) {
@@ -724,14 +647,12 @@
         });
     }
 
-
     document.getElementById('toggleIcon').addEventListener('click', function() {
         var icon = document.getElementById('icon');
         icon.classList.toggle('mdi-chevron-down');
         icon.classList.toggle('mdi-chevron-up');
     });
 
-
     function sendManualEcard(input) {
         console.log('sendManualEcard function called');
 
@@ -793,4 +714,159 @@
         });
 
     }
+
+    function getOnboardedemployees(event)
+    {
+        console.log(event.target.id);
+        var policy_id = (event.target.value);
+        console.log('getOnboardedemployees called ' + policy_id);
+        if(policy_id != 0 && policy_id != " " && policy_id != undefined)
+        {
+        var apiURL = '<?php echo base_url();?>' + 'checkWellnessOnboardStatus/' + policy_id + '?fetch_onboarded_employees=true';
+                // console.log(apiURL);
+
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+                
+                $.ajax({
+                    url: apiURL,
+                    method: 'GET',
+                    headers: {
+                        "Content-Type": "application/json",
+                        "X-Requested-With": "XMLHttpRequest"
+                    },
+                    success: function(response) {
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                        console.log('check wellness response', response);
+
+                        if(response.data && response.data != 0) {
+                            var btn_txt = 'Wellness Onboard Reset ('+ response.data +')';
+                            $('#resetWellnessOnboardBtn').text(btn_txt);
+                            $('#resetWellnessOnboardBtn_div').show();
+                        
+                        } else {
+                            console.log('wellness button remains disabled');
+                            $('#resetWellnessOnboardBtn_div').hide();
+                        }
+                    },
+                    error: function(xhr, status, error) {
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        console.error('Error fetching data from checkPolicyTermsAndRackRatesHasDefiend API:', error);
+                        return false;
+                    }
+                });
+            }
+
+    }
+
+    function resetWellnessOnboard($client_policy_id = null, $emp_code = null) {
+        console.log('resetWellnessOnboard function called');
+
+        var client_id = $('#clients').val()
+        var client_branch_id = $('#branch_id').val()
+        var policy_id = $('#policies').val()
+
+        console.log('client_id', client_id);
+        console.log('client_branch_id', client_branch_id);
+        console.log('policy_id', policy_id);
+
+        if (client_id == 0 || client_branch_id == 0 || policy_id == 0) {
+           toastr.warning('Please select the Client, Client Branch and Policy.', 'WARNING');
+            return false
+        }
+
+        if($client_policy_id && $emp_code) {
+            var apiURL = '<?= base_url("resetWellnessOnboard/") ?>' + $client_policy_id + '/' + $emp_code;
+        } else {
+            var apiURL = '<?= base_url("resetWellnessOnboard/") ?>' + policy_id;
+        }
+
+        Swal.fire({
+            title: "Do you want to reset Wellness Onboard?",
+            showDenyButton: true,
+            showCancelButton: false,
+            confirmButtonText: "Yes,Reset",
+            denyButtonText: "Don't Reset"
+        }).then((result) => {
+            if (result.isConfirmed) {
+                $.ajax({
+                    url: apiURL,
+                    type: "GET",
+                    dataType: 'json',
+                    success: function(res) {
+                        console.log('resetWellnessOnboard', res)
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        toastr.success(res.message, 'Success');
+                        setTimeout(function() {
+                            window.location.reload();
+                        }, 800);
+                    },
+                    error: function(xhr, status, error) {
+                        console.error(xhr.responseText);
+                        console.error(status, error);
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                    }
+                });
+            }
+        });
+    }
+
+    function initiateWellnessOnboard($policy_id, $emp_code)
+    {
+
+        if($policy_id == "" || $emp_code == "") {
+            toastr.error('Please select policy to initiate wellness onboard', 'Error');
+            return false;
+        }
+
+        if($policy_id != 0 && $policy_id != " " && $policy_id != undefined)
+        {
+
+                var apiURL = '<?php echo base_url();?>' + 'initiateWellnessOnboard/' + $policy_id + '/' + $emp_code;
+                // console.log(apiURL);
+
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+                
+                $.ajax({
+                    url: apiURL,
+                    method: 'GET',
+                    headers: {
+                        "Content-Type": "application/json",
+                        "X-Requested-With": "XMLHttpRequest"
+                    },
+                    success: function(response) {
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                        console.log('initiate wellness response', response);
+                        toastr.success(response.message, 'Success');
+
+                        setTimeout(function() {
+                            window.location.reload();
+                        }, 800);
+                    },
+                    error: function(xhr, status, error) {
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        console.error('Error initiate data from initiateWellnessOnboard API:', error);
+                        toastr.error(error, 'Error');
+                        return false;
+                    }
+                });
+        }else{
+            
+            toastr.error('Please select policy to initiate wellness onboard', 'Error');
+            return false;
+        }
+
+    }
 </script>

app/Views/expense_list.php

@@ -252,7 +252,7 @@ $ex_col_width_px = nhance_dt_column_widths_px($ex_header_labels, $ex_col_max_len
                                     <td><?= number_format((float) ($row['amount'] ?? 0), 2); ?></td>
                                     <td>
                                         <?php if (! empty($row['expense_date'])): ?>
-                                            <?= date('d-m-Y', strtotime($row['expense_date'])); ?>
+                                            <?= date('d/m/Y', strtotime($row['expense_date'])); ?>
                                         <?php endif; ?>
                                     </td>
                                     <td>

app/Views/file_list.php

@@ -23,7 +23,7 @@ if (!empty($fileList) && is_array($fileList)) {
         );
         $fl_col_max_len[4] = max($fl_col_max_len[4], mb_strlen($policy_display));
         $fl_col_max_len[5] = max($fl_col_max_len[5], mb_strlen((string) ($file['action'] ?? '')));
-        $userTime = change_date_format($file['created_at'] ?? '', 'Y-m-d H:i:s', 'd M Y h:i a')
+        $userTime = change_date_format($file['created_at'] ?? '', 'Y-m-d H:i:s', 'd/m/Y h:i a')
             . ' by '
             . ($file['first_name'] ?? '');
         $fl_col_max_len[6] = max($fl_col_max_len[6], mb_strlen($userTime));
@@ -203,7 +203,7 @@ $fl_col_width_px = nhance_dt_column_widths_px($fl_header_labels, $fl_col_max_len
                         <!-- <td><?php echo isset($file['policy_name']) ?  $file['policy_name'] : '' ?> - <?php echo isset($file['policy_no']) ? $file['policy_no'] : '' ?> - <?php echo isset($file['policy_type']) ? $file['policy_type'] : '' ?></td> -->
                         <td><?php echo isset($file['policy_type']) ?  $file['policy_type'] : '' ?> - <?php echo isset($file['policy_no']) ? $file['policy_no'] : '' ?></td>
                         <td><?php echo $file['action'] ?></td>
-                        <td><?php echo change_date_format($file['created_at'],'Y-m-d H:i:s', 'd M Y h:i a') . ' by <strong>' . $file['first_name'] . '</strong>' ?>
+                        <td><?php echo change_date_format($file['created_at'],'Y-m-d H:i:s', 'd/m/Y h:i a') . ' by <strong>' . $file['first_name'] . '</strong>' ?>
                         </td>
                         <td>
                             <?php

app/Views/hr_file_upload.php

@@ -255,7 +255,7 @@ $hr_col_width_px = nhance_dt_column_widths_px($hr_header_labels, $hr_col_max_len
                         <td><?php echo $file['branch_name'] ?></td>
                         <td><?php echo $file['policy_no'] ?></td>
                         <td><?php echo $file['file_action'] ?></td>
-                        <td><?php echo change_date_format($file['created_at'],'Y-m-d H:i:s', 'd M Y h:i A') . ' by <strong>' . $file['first_name'] . '</strong>' ?></td>
+                        <td><?php echo change_date_format($file['created_at'],'Y-m-d H:i:s', 'd/m/Y h:i A') . ' by <strong>' . $file['first_name'] . '</strong>' ?></td>
                         <td><?php echo $file['status']; ?> </td>
                         <td> </td>
                     </tr>

app/Views/layout/header.php

@@ -2017,6 +2017,11 @@ body[data-sidebar-size="condensed"] .footer {
                                     <li>
                                         <a href="<?= base_url('/employee/retail-endorsement-list') ?>">Retail Endorsement</a>
                                     </li>
+                                    <?php if(in_array(get_role_id(), [ACCOUNT_MANAGER_ROLE_ID])) { ?>
+                                        <li>
+                                            <a href="<?= base_url('/employee/tpaReportsDashboard') ?>">TPA Reports</a>
+                                        </li>
+                                    <?php } ?>
                                 </ul>
                             </div>
                         </li>

app/Views/leads_form.php

@@ -2172,7 +2172,7 @@
     //                     <label for="first_year_${increment}">Year<span class="text-danger">*</span></label>
     //                     <select class="form-control first_year_" id="first_year_${increment}" name="first_year[]">
     //                         <option value="">Select Year</option>
-    //                         <?php foreach ($lastFiveYears as $year) {echo "<option value='$year'>$year</option>";} ?>
+    //                         <?php foreach ($lastFiveYears ?? [] as $year) {echo "<option value='$year'>$year</option>";} ?>
     //                     </select>
     //                 </div>
     //                 <div class="form-group col-md-2">
@@ -2187,7 +2187,7 @@
     //                     <label for="first_cause_of_death_${increment}">Nature/Cause Of Death <span class="text-danger">*</span></label>
     //                     <select class="form-control" id="first_cause_of_death_${increment}" name="first_cause_of_death[]">
     //                         <option value="">Select Cause of Death</option>
-    //                         <?php foreach ($causeOfDeath as $cause => $death_value) {echo "<option value='$cause'>$death_value</option>";} ?>
+    //                         <?php foreach ($causeOfDeath ?? [] as $cause => $death_value) {echo "<option value='$cause'>$death_value</option>";} ?>
     //                     </select>
     //                 </div>
     //                 <div class="form-group col-md-2 lifeClaimFields" style="display:none;">
@@ -2198,7 +2198,7 @@
     //                     <label for="claim_type_${increment}">Claim Type<span class="text-danger">*</span></label>
     //                     <select class="form-control" id="claim_type_${increment}" name="claim_type[]">
     //                         <option value="">Select Claim Type</option>
-    //                         <?php foreach ($gpaClaimType as $claimType => $claim_value) {echo "<option value='$claimType'>$claim_value</option>";} ?>
+    //                         <?php foreach ($gpaClaimType ?? [] as $claimType => $claim_value) {echo "<option value='$claimType'>$claim_value</option>";} ?>
     //                     </select>
     //                 </div>
     //                 <div class="form-group col-md-2">
@@ -2245,7 +2245,7 @@
     }
 
     function getClaimHistoryLabel(leadType) {
-        return String(leadType) === '1' ? 'Mortality Claims' : 'Claims History';
+        return String(leadType) === '1' ? 'Mortality Experience' : 'Claims Experience';
     }
 
     function shouldShowClaimHistorySwitch(leadType, policyTypeId) {
@@ -2304,7 +2304,7 @@
                         <label for="first_year_${increment}">Year<span class="text-danger claim-required-star">*</span></label>
                         <select class="form-control first_year_ claim-input" id="first_year_${increment}" name="first_year[]">
                             <option value="">Select Year</option>
-                            <?php foreach ($lastFiveYears as $year) {
+                            <?php foreach ($lastFiveYears ?? [] as $year) {
                                 echo "<option value='$year'>$year</option>";
                             } ?>
                         </select>
@@ -2361,7 +2361,7 @@
                         <label for="first_cause_of_death_${increment}">Nature/Cause Of Death <span class="text-danger claim-required-star">*</span></label>
                         <select class="form-control claim-input" id="first_cause_of_death_${increment}" name="first_cause_of_death[]">
                             <option value="">Select Cause of Death</option>
-                            <?php foreach ($causeOfDeath as $cause => $death_value) {
+                            <?php foreach ($causeOfDeath ?? [] as $cause => $death_value) {
                                 echo "<option value='$cause'>$death_value</option>";
                             } ?>
                         </select>
@@ -2381,7 +2381,7 @@
                         <label for="claim_type_${increment}">Claim Type<span class="text-danger">*</span></label>
                         <select class="form-control" id="claim_type_${increment}" name="claim_type[]">
                             <option value="">Select Claim Type</option>
-                            <?php foreach ($gpaClaimType as $claimType => $claim_value) {
+                            <?php foreach ($gpaClaimType ?? [] as $claimType => $claim_value) {
                                 echo "<option value='$claimType'>$claim_value</option>";
                             } ?>
                         </select>

app/Views/leads_non_eb.php

@@ -400,7 +400,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                                 <?php
                                     $savedViewers = [];
                                     if (!empty($lead_edit_data['rfq_qcr_viewers'] ?? null)) {
-                                        $decoded = json_decode($lead_edit_data['rfq_qcr_viewers'], true);
+                                        $decoded = json_decode($lead_edit_data['rfq_qcr_viewers'] ?? "", true);
                                         if (is_array($decoded)) $savedViewers = $decoded;
                                     }
                                 ?>
@@ -906,11 +906,11 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
     })
 
     function getClaimHistoryLabel(leadType) {
-        return String(leadType) === '1' ? 'Mortality Claims' : 'Claims History';
+        return String(leadType) === '1' ? 'Mortality Experience' : 'Claims Experience';
     }
 
     function getClaimDetailsSectionTitle(leadType) {
-        return String(leadType) === '1' ? 'Mortality Claims' : 'Claim Details';
+        return String(leadType) === '1' ? 'Mortality Experience' : 'Claims Experience';
     }
 
     function shouldShowNonEbClaimHistory(leadType) {
@@ -1402,7 +1402,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                     <label for="first_year_${increment}">Year<span class="text-danger claim-required-star">*</span></label>
                     <select class="form-control claim-input first_year_" id="first_year_${increment}" name="first_year[]">
                         <option value="">Select Year</option>
-                        <?php foreach ($lastFiveYears as $year) {
+                        <?php foreach ($lastFiveYears ?? [] as $year) {
                             echo "<option value='$year'>$year</option>";
                         } ?>
                     </select>

app/Views/meta_dashboard_demo_one.php

@@ -1,33 +1,345 @@
-<!DOCTYPE html>
-<html lang="en">
-<head>
-    <meta charset="UTF-8">
-    <title>Metabase Dashboard</title>
+<style>
+    .meta-dashboard-demo .filter-bar {
+        display: flex;
+        flex-wrap: wrap;
+        gap: 12px 20px;
+        align-items: flex-end;
+        background: #eef5fa;
+        border-radius: 10px;
+        padding: 10px 14px;
+        margin-bottom: 10px;
+    }
+    .meta-dashboard-demo .filter-field {
+        flex: 1 1 140px;
+        min-width: 120px;
+        max-width: 220px;
+    }
+    .meta-dashboard-demo .filter-field label {
+        display: block;
+        font-size: 12px;
+        font-weight: 700;
+        margin-bottom: 4px;
+        color: #111;
+    }
+    .meta-dashboard-demo .filter-field .select2-container {
+        width: 100% !important;
+    }
+    .meta-dashboard-demo .filter-field .select2-selection--single {
+        height: 32px !important;
+        min-height: 32px;
+        border: 1px solid #d8e2ea !important;
+        border-radius: 8px !important;
+        font-size: 12px;
+    }
+    .meta-dashboard-demo .filter-field .select2-selection__rendered {
+        line-height: 30px !important;
+        padding-left: 10px !important;
+        color: #333;
+    }
+    .meta-dashboard-demo .filter-field .select2-selection__arrow {
+        height: 30px !important;
+    }
+    .meta-dashboard-demo .filter-field .select2-container--disabled .select2-selection--single {
+        background-color: #f5f7f9 !important;
+        cursor: not-allowed;
+        opacity: 0.85;
+    }
+    .meta-dashboard-demo .dashboard-status {
+        font-size: 12px;
+        color: #5c6b7a;
+        padding: 4px 0 10px;
+        min-height: 20px;
+    }
+    .meta-dashboard-demo .dashboard-status.is-error { color: #c0392b; }
+    .meta-dashboard-demo .dashboard-status.is-loading { color: #0a8794; }
+    .meta-dashboard-demo #dashboard-container {
+        min-height: 480px;
+    }
+    .meta-dashboard-demo #dashboard-container metabase-dashboard {
+        display: block;
+        width: 100%;
+        min-height: 480px;
+    }
+    .meta-dashboard-demo .dashboard-placeholder {
+        display: flex;
+        align-items: center;
+        justify-content: center;
+        min-height: 200px;
+        color: #7a8a99;
+        font-size: 13px;
+        background: #fff;
+        border: 1px dashed #d0dce6;
+        border-radius: 8px;
+    }
 
-    <!-- Metabase embed script -->
-    <script defer src="<?= esc($metabaseUrl) ?>/app/embed.js"></script>
+    .emotion-65tole {
+        display: none !important;
+    }
+</style>
 
-    <script>
-        function defineMetabaseConfig(config) {
-            window.metabaseConfig = config;
+<div class="row meta-dashboard-demo">
+    <div class="col-xl-12">
+        <div class="card">
+            <div class="card-body">
+                <!-- <h4 class="mb-3"><?= esc($page_name ?? 'Metabase Dashboard') ?></h4> -->
+
+                <div class="filter-bar">
+                    <div class="filter-field">
+                        <label for="filter-client">Client</label>
+                        <select id="filter-client" class="form-control form-control-sm meta-filter-select2">
+                            <option value="">Select</option>
+                        </select>
+                    </div>
+                    <div class="filter-field">
+                        <label for="filter-branch">Branch</label>
+                        <select id="filter-branch" class="form-control form-control-sm meta-filter-select2" disabled>
+                            <option value="">Select</option>
+                        </select>
+                    </div>
+                    <div class="filter-field">
+                        <label for="filter-policy">Policy</label>
+                        <select id="filter-policy" class="form-control form-control-sm meta-filter-select2" disabled>
+                            <option value="">Select</option>
+                        </select>
+                    </div>
+                </div>
+
+                <div id="dashboard-status" class="dashboard-status"></div>
+
+                <div id="dashboard-container">
+                    <div class="dashboard-placeholder" id="dashboard-placeholder">
+                        Select client, branch, and policy to load the dashboard.
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+</div>
+
+<script>
+    function defineMetabaseConfig(config) {
+        window.metabaseConfig = config;
+    }
+
+    defineMetabaseConfig({
+        theme: { preset: "light" },
+        isGuest: true,
+        instanceUrl: "<?= esc($metabaseUrl ?? '') ?>"
+    });
+</script>
+
+<script>
+    $(function () {
+        const CLIENTS_API = <?= json_encode(base_url('/util/getClientAndBranchAndPolicy')) ?>;
+        const DASHBOARD_API = <?= json_encode($dashboardApiUrl ?? base_url('/metaTpaDashboardDemo')) ?>;
+        const METABASE_URL = <?= json_encode($metabaseUrl ?? '') ?>;
+
+        const select2Options = {
+            placeholder: 'Select',
+            allowClear: true,
+            width: '100%',
+            minimumResultsForSearch: 0,
+            dropdownParent: $(document.body)
+        };
+
+        let branchByClient = {};
+        let policyByClient = {};
+        let embedScriptPromise = null;
+
+        const $elClient = $('#filter-client');
+        const $elBranch = $('#filter-branch');
+        const $elPolicy = $('#filter-policy');
+        const elStatus = document.getElementById('dashboard-status');
+        const elContainer = document.getElementById('dashboard-container');
+        const elPlaceholder = document.getElementById('dashboard-placeholder');
+
+        function setStatus(message, type) {
+            elStatus.textContent = message || '';
+            elStatus.className = 'dashboard-status' + (type ? ' is-' + type : '');
         }
 
-        defineMetabaseConfig({
-            theme: {
-                preset: "light"
-            },
-            isGuest: true,
-            instanceUrl: "<?= esc($metabaseUrl) ?>"
+        function initSelect2($select, disabled) {
+            if ($select.hasClass('select2-hidden-accessible')) {
+                $select.select2('destroy');
+            }
+            $select.prop('disabled', false);
+            $select.select2(select2Options);
+            if (disabled) {
+                $select.prop('disabled', true);
+            }
+        }
+
+        function rebuildSelect($select, placeholder, disabled, items, getValue, getLabel) {
+            if ($select.hasClass('select2-hidden-accessible')) {
+                $select.select2('destroy');
+            }
+            $select.empty().append($('<option>', { value: '', text: placeholder }));
+            (items || []).forEach(function (item) {
+                $select.append($('<option>', {
+                    value: String(getValue(item)),
+                    text: getLabel(item)
+                }));
+            });
+            $select.val('');
+            initSelect2($select, disabled);
+        }
+
+        function filtersComplete() {
+            return !!($elClient.val() && $elBranch.val() && $elPolicy.val());
+        }
+
+        function loadMetabaseEmbedScript() {
+            if (window.customElements && window.customElements.get('metabase-dashboard')) {
+                return Promise.resolve();
+            }
+            if (embedScriptPromise) {
+                return embedScriptPromise;
+            }
+            embedScriptPromise = new Promise(function (resolve, reject) {
+                const existing = document.querySelector('script[data-metabase-embed]');
+                if (existing) {
+                    existing.addEventListener('load', function () { resolve(); }, { once: true });
+                    existing.addEventListener('error', reject, { once: true });
+                    return;
+                }
+                const script = document.createElement('script');
+                script.src = METABASE_URL + '/app/embed.js';
+                script.defer = true;
+                script.dataset.metabaseEmbed = '1';
+                script.onload = function () { resolve(); };
+                script.onerror = reject;
+                document.head.appendChild(script);
+            });
+            return embedScriptPromise;
+        }
+
+        function clearDashboard() {
+            const existing = elContainer.querySelector('metabase-dashboard');
+            if (existing) {
+                existing.remove();
+            }
+            if (elPlaceholder) {
+                elPlaceholder.style.display = '';
+            }
+        }
+
+        async function renderDashboard(token) {
+            clearDashboard();
+            if (!token) {
+                return;
+            }
+            await loadMetabaseEmbedScript();
+            if (elPlaceholder) {
+                elPlaceholder.style.display = 'none';
+            }
+            const dash = document.createElement('metabase-dashboard');
+            dash.setAttribute('token', token);
+            dash.setAttribute('with-title', 'true');
+            dash.setAttribute('with-downloads', 'true');
+            elContainer.appendChild(dash);
+        }
+
+        async function loadFilterData() {
+            setStatus('Loading clients…', 'loading');
+            try {
+                const res = await fetch(CLIENTS_API, { credentials: 'same-origin' });
+                const json = await res.json();
+                if (!json.status) {
+                    setStatus('Could not load client list.', 'error');
+                    return;
+                }
+                branchByClient = json.branch_data || {};
+                policyByClient = json.policyListByClient || {};
+
+                rebuildSelect($elClient, 'Select', false, json.client_data || [], function (c) { return c.id; }, function (c) {
+                    return c.client_name || c.client_short_name || ('Client ' + c.id);
+                });
+                rebuildSelect($elBranch, 'Select', true);
+                rebuildSelect($elPolicy, 'Select', true);
+                setStatus('');
+            } catch (e) {
+                setStatus('Failed to load filter options.', 'error');
+            }
+        }
+
+        async function fetchDashboard(policyId) {
+            if (!filtersComplete()) {
+                clearDashboard();
+                setStatus('Select client, branch, and policy to load the dashboard.');
+                return;
+            }
+            if (!policyId) {
+                clearDashboard();
+                setStatus('Select client, branch, and policy to load the dashboard.');
+                return;
+            }
+            setStatus('Loading dashboard…', 'loading');
+            try {
+                const url = DASHBOARD_API + '?api=1&client_policy=' + encodeURIComponent(policyId);
+                const res = await fetch(url, { credentials: 'same-origin' });
+                const json = await res.json();
+                if (json.status !== 'success' || !json.data || !json.data.metabaseToken) {
+                    clearDashboard();
+                    setStatus(json.message || 'No dashboard available for this policy.', 'error');
+                    return;
+                }
+                renderDashboard(json.data.metabaseToken);
+                setStatus('');
+            } catch (e) {
+                clearDashboard();
+                setStatus('Failed to load dashboard.', 'error');
+            }
+        }
+
+        $elClient.on('change', function () {
+            const clientId = $(this).val();
+            rebuildSelect($elBranch, 'Select', !clientId);
+            rebuildSelect($elPolicy, 'Select', true);
+            clearDashboard();
+            setStatus(clientId ? '' : 'Select client, branch, and policy to load the dashboard.');
+
+            if (!clientId) {
+                return;
+            }
+            const branches = branchByClient[clientId] || [];
+            rebuildSelect($elBranch, 'Select', branches.length === 0, branches, function (b) { return b.id; }, function (b) {
+                return b.branch_name || ('Branch ' + b.id);
+            });
         });
-    </script>
-</head>
-<body>
 
-    <metabase-dashboard
-        token="<?= esc($metabaseToken) ?>"
-        with-title="true"
-        with-downloads="true">
-    </metabase-dashboard>
+        $elBranch.on('change', function () {
+            const branchId = $(this).val();
+            const clientId = $elClient.val();
+            rebuildSelect($elPolicy, 'Select', !branchId);
+            clearDashboard();
+            setStatus(branchId ? '' : 'Select branch and policy to load the dashboard.');
 
-</body>
-</html>
+            if (!branchId || !clientId) {
+                return;
+            }
+
+            const policiesForClient = policyByClient[clientId] || [];
+            const policies = policiesForClient.filter(function (p) {
+                return String(p.client_branch_id) === String(branchId);
+            });
+
+            rebuildSelect($elPolicy, 'Select', policies.length === 0, policies, function (p) { return p.id; }, function (p) {
+                const type = p.policy_type || '';
+                const no = p.policy_no || '';
+                return (type && no) ? (type + ' - ' + no) : (no || type || ('Policy ' + p.id));
+            });
+            if (policies.length === 0) {
+                setStatus('No policies found for this branch.', 'error');
+            }
+        });
+
+        $elPolicy.on('change', function () {
+            fetchDashboard($(this).val());
+        });
+
+        initSelect2($elClient, false);
+        initSelect2($elBranch, true);
+        initSelect2($elPolicy, true);
+        loadFilterData();
+    });
+</script>

app/Views/non_eb_claim_list.php

@@ -64,7 +64,7 @@
                                 <td><?= $row['nhance_claim_ref_no'] ?: 'N/A'; ?></td>
                                 <td><?= $row['short_name'] ?: ($row['client_name'] ?? 'N/A'); ?></td>
                                 <td><?= $row['insurer_short_name'] ?: ($row['insurer_name'] ?: 'N/A'); ?></td>
-                                <td><?= !empty($row['loss_date']) ? date('d-m-Y', strtotime($row['loss_date'])) : 'N/A'; ?></td>
+                                <td><?= !empty($row['loss_date']) ? date('d/m/Y', strtotime($row['loss_date'])) : 'N/A'; ?></td>
                                 <td><?= $row['nature_of_loss'] ?: 'N/A'; ?></td>
 
                                 <td style="display:none;"><?= $row['acm_name'] ?? ''; ?></td>

app/Views/policy_transaction_endorsement_form.php

@@ -181,7 +181,7 @@
     }
 
 </style>
-<script src="<?= base_url('public/assets/js/pages/policy_transaction_endorsement_form_validation.js') ?>"></script>
+<script src="<?= base_url('public/assets/js/pages/policy_transaction_endorsement_form_validation.js') ?>?v=20260529"></script>
 
 <div class="tab-pane fade active show" id="form">
     <div class="row" id="endorsement_form">
@@ -297,7 +297,7 @@
                                                             
                                                             <div class="form-group col-md-3">
                                                                 <label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
-                                                                <input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
+                                                                <input type="text" class="form-control" id="policy_no" name="policy_no" placeholder="Enter Policy No" readonly data-parsley-validate="false" data-parsley-exclude-charset="true">
                                                             </div>
 
                                                             <div class="form-group col-md-3">
@@ -326,7 +326,7 @@
 
                                                             <div class="form-group col-md-3">
                                                                 <label for="addon_policy">Endorsement No<span id="base_danger" class="text-danger"></span></label>
-                                                                <input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" onchange="validateInput(this, 'policy_transaction', 'endorsement_no')">
+                                                                <input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" data-parsley-validate="false" data-parsley-exclude-charset="true">
                                                             </div>
 
                                                             <div class="form-group col-md-3">
@@ -757,6 +757,9 @@
             // console.log('tpa',tpa);
 
             $('#policy_no').val(policy_no);
+            if (typeof window.clearEndorsementExcludedFieldsValidation === 'function') {
+                window.clearEndorsementExcludedFieldsValidation('#endorsement_form_id');
+            }
             $('#insurer_id').val(insurer);
             $('#tpa').val(tpa).change();
             // $('#cd_ac_no').val(cd_ac_no);           
@@ -1206,6 +1209,9 @@
                     $('#policy_no').val(res.data.policy_no);
                     $('#action_type').val(res.data.action_type);
                     $('#endorsement_no').val(res.data.endorsement_no);
+                    if (typeof window.clearEndorsementExcludedFieldsValidation === 'function') {
+                        window.clearEndorsementExcludedFieldsValidation('#endorsement_form_id');
+                    }
                     $('#data_received_date').val(res.data.data_received_date);
                     $('#policy_issue_date').val(res.data.policy_issue_date);
                     $('#emp_count').val(res.data.emp_count);

app/Views/policy_transaction_endorsement_form_2.php

@@ -195,7 +195,7 @@
     }
 </style>
 
-<script src="<?= base_url('public/assets/js/pages/policy_transaction_endorsement_form_validation.js') ?>"></script>
+<script src="<?= base_url('public/assets/js/pages/policy_transaction_endorsement_form_validation.js') ?>?v=20260529"></script>
 
 <div class="row" id="endorsement_form" style="display: none;">
     <div class="col-12">
@@ -310,7 +310,7 @@
                                                         
                                                         <div class="form-group col-md-3">
                                                             <label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
+                                                            <input type="text" class="form-control" id="policy_no" name="policy_no" placeholder="Enter Policy No" readonly data-parsley-validate="false" data-parsley-exclude-charset="true">
                                                         </div>
 
                                                         <div class="form-group col-md-3">
@@ -339,7 +339,7 @@
 
                                                         <div class="form-group col-md-3">
                                                             <label for="addon_policy">Endorsement No<span id="base_danger" class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" onchange="validateInput(this, 'policy_transaction', 'endorsement_no')">
+                                                            <input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" data-parsley-validate="false" data-parsley-exclude-charset="true">
                                                         </div>
 
                                                         <div class="form-group col-md-3">
@@ -613,6 +613,9 @@
             // console.log('tpa',tpa);
 
             $('#policy_no').val(policy_no);
+            if (typeof window.clearEndorsementExcludedFieldsValidation === 'function') {
+                window.clearEndorsementExcludedFieldsValidation('#endorsement_form_id');
+            }
             $('#insurer_id').val(insurer);
             $('#tpa').val(tpa).change();
             // $('#cd_ac_no').val(cd_ac_no);           
@@ -1037,6 +1040,9 @@
                     $('#policy_no').val(res.data.policy_no);
                     $('#action_type').val(res.data.action_type);
                     $('#endorsement_no').val(res.data.endorsement_no);
+                    if (typeof window.clearEndorsementExcludedFieldsValidation === 'function') {
+                        window.clearEndorsementExcludedFieldsValidation('#endorsement_form_id');
+                    }
                     $('#data_received_date').val(res.data.data_received_date);
                     $('#policy_issue_date').val(res.data.policy_issue_date);
                     $('#emp_count').val(res.data.emp_count);

app/Views/report_bds.php

@@ -1,11 +1,14 @@
 <style>
-.table th,
-.table td {
-    padding: 8px;
+#scroll-horizontal-datatable thead th,
+#scroll-horizontal-datatable tbody td {
+    padding: 4px 4px !important;
+    box-sizing: border-box;
 }
 
-table.dataTable tbody td {
+#scroll-horizontal-datatable_wrapper .dataTables_scrollHead table thead th,
+#scroll-horizontal-datatable_wrapper .dataTables_scrollBody table tbody td {
     padding: 4px 4px !important;
+    box-sizing: border-box;
 }
 
 .col-12 {
@@ -76,7 +79,7 @@ table.dataTable tbody td {
                 </div>
 
                 <div class="badge-container">
-                    Total Policy Count: <span class="text-primary"><?= $policy_count ?></span>
+                    Total Policy Count: <span class="text-primary"><?= $policy_count ?? 0 ?></span>
                 </div>
 
             </div>
@@ -111,7 +114,7 @@ table.dataTable tbody td {
                             <th style="display: none;">Total Premium</th>
                             <th>Agreed BP %</th>
                             <th>Agreed TP %</th>
-                            <th style="display: true;">Rewards</th>
+                            <th>Rewards</th>
                             <th>Agreed Amount</th>
                             <th>Invoiced Amount</th>
                             <th>Outstanding Amount</th>
@@ -199,7 +202,7 @@ table.dataTable tbody td {
                             <td class="right-align-input" style="display: none;"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['total_premium'] ?: '0.00') : '0.00'; ?></td>
                             <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_bp_per'] ?: '0.00') : '0.00'; ?>%</td>
                             <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00'; ?>%</td>
-                            <td class="right-align-input" style="display: true;"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
+                            <td class="right-align-input"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
 
                             <?php  
                                     // Below Line its old version i am removed. reason no value ['total_irda_amt'] means taken as ['exp_amt'] so. 
@@ -335,8 +338,9 @@ $(document).ready(function() {
     var ticketsTable = $('#scroll-horizontal-datatable');
 
     if (ticketsTable.length) {
-        ticketsTable.DataTable({
-            scrollX: true,
+        nhanceListDataTableBeforeInit();
+        var nhBdsReportTable = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
+            autoWidth: false,
             // dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
             //     "<'row'<'col-sm-12'tr>>" +
             //     "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
@@ -711,7 +715,9 @@ $(document).ready(function() {
                 // var totalUnbilled = getUniqueUnbilled(27);
                 // $('#total_unbilled').text(totalUnbilled.toFixed(2));
             }
-        });
+        }));
+        nhanceListDataTableAfterInit();
+        nhanceListDataTableBindAdjust(nhBdsReportTable);
     } else {
         console.error("Table atet found.");
     }

app/Views/retail_endorsement_list.php

@@ -257,7 +257,7 @@ $ret_col_width_px = nhance_dt_column_widths_px($ret_header_labels, $ret_col_max_
                                         <td><?php echo $employee['agent_name'] ?? 'N/A' ?></td>
                                         <td><?php echo $employee['manager_name'] ?? 'N/A' ?></td>
                                         <td><?php if (!empty($employee['created_at'])):
-                                                                    $cd =  date("j F Y", strtotime($employee['created_at']));
+                                                                    $cd =  date("j/F/Y", strtotime($employee['created_at']));
                                                                     $ct =  date("h:i A", strtotime($employee['created_at']));
                                                                     echo $cd . "<br><span class='time'> " . $ct . "</span>";
                                                                 endif; ?></td>

app/Views/rfq/claims_details_non_eb.php

@@ -16,7 +16,7 @@
         : [['year' => '', 'claim_amount' => '', 'status' => '', 'policy_type' => '', 'date_of_loss' => '', 'cause_of_loss' => '']];
     $leadType = (int) ($lead_edit_data['lead_type'] ?? 0);
     $showClaimsSection = in_array($leadType, [1, 2, 3], true);
-    $claimHistoryLabel = $leadType === 1 ? 'Mortality Claims' : 'Claims History';
+    $claimHistoryLabel = $leadType === 1 ? 'Mortality Experience' : 'Claims Experience';
     ?>
     <?php if ($showClaimsSection) { ?>
     <div class="custom-control custom-switch">

app/Views/rfq/gpa.php

@@ -64,8 +64,8 @@
         && in_array((int) $lead_edit_data['lead_type'], [1, 2, 3], true)
         && in_array((int) $lead_edit_data['policy_type_id'], [1, 6, 7], true);
     $claimHistoryLabel = (isset($lead_edit_data['lead_type']) && (int) $lead_edit_data['lead_type'] === 1)
-        ? 'Mortality Claims'
-        : 'Claims History';
+        ? 'Mortality Experience'
+        : 'Claims Experience';
     ?>
     <?php if ($showClaimHistorySwitch) { ?>
         <div class="custom-control custom-switch">

app/Views/sales/activity_view.php

@@ -901,7 +901,7 @@ async function viewDetail(id) {
 function renderCard(opps) {
     const opp_cont = document.getElementById('opportunitiesContainer');
     opp_cont.innerHTML = opps.length ? opps.map(o => {        
-        let lead_type = o.lead_type == 1 ? 'EB' : 'Non-EB';
+        let lead_type = o.lead_form_type == 1 ? 'EB' : 'Non-EB';
         let status = o.status?.toLowerCase();
         let statusClass = {
             won: 'status-text-won',

app/Views/test_members_list.php

@@ -269,7 +269,7 @@ $gst_total = 0;
                                     <td><?php echo $employee['emp_code']; ?></td>
                                     <td><?php echo $employee['relationship']; ?></td>
                                     <td><?php echo $employee['gender']; ?></td>
-                                    <td><?php echo date('d/M/Y', strtotime($employee['dob'])); ?></td>
+                                    <td><?php echo date('d/m/Y', strtotime($employee['dob'])); ?></td>
                                     <?php /*
 
                                     <!-- <td><?php //echo isset($employee['policy_type']) ? $employee['policy_type'] : ''; ?> - <?php echo isset($employee['policy_no']) ? $employee['policy_no'] : ''; ?></td>

app/Views/thz_list.php

@@ -188,7 +188,7 @@ beccause = dataTables_length and dataTables_paginate need in same line thats why
                                     <td class="text-left"><?php echo $row['assignee_name'] ? $row['assignee_name'] : 'N/A'; ?></td>        
                                     <td class="text-left">
                                     <?php if (!empty($row['created_at'])):
-                                        $cd =  date("j M Y", strtotime($row['created_at']));
+                                        $cd =  date("j/m/Y", strtotime($row['created_at']));
                                         $ct =  date("h:i A", strtotime($row['created_at']));
                                         echo $cd . "<br><span class='time'> " . $ct . "</span>"; 
                                         endif;
@@ -196,7 +196,7 @@ beccause = dataTables_length and dataTables_paginate need in same line thats why
                                     </td>
                                     <td class="text-left">
                                     <?php if (!empty($row['updated_at'])):
-                                        $ud =  date("j M Y", strtotime($row['updated_at']));
+                                        $ud =  date("j/m/Y", strtotime($row['updated_at']));
                                         $ut =  date("h:i A", strtotime($row['updated_at']));
                                         echo $ud . "<br><span class='time'> " . $ut . "</span>"; 
                                         endif;

app/Views/ticket_form_gmc.php

@@ -579,6 +579,42 @@
     var doa;
     var STATUS_SECTION_CLASSES = ['cda_ir', 'settled', 'approved', 'rejected', 'up_qdr', 'up_cnu', 'canceled', 'returned', 'payment', 'non_id'];
     var statusSectionInitialValues = {};
+    // Cached full mapping of claim_status_id -> required fields.
+    // The hidden input gets destructively reduced when the status dropdown changes,
+    // so we capture the full map once at load time for use by frontend required-logic.
+    var STATUS_REQUIRED_FIELDS_MAP = {};
+
+    function initStatusRequiredFieldsMap() {
+        var raw = $('#extra_fields_array_for_validate').val();
+        if (!raw) {
+            STATUS_REQUIRED_FIELDS_MAP = {};
+            return;
+        }
+        try {
+            var parsed = JSON.parse(raw);
+            STATUS_REQUIRED_FIELDS_MAP = (parsed && typeof parsed === 'object') ? parsed : {};
+        } catch (e) {
+            STATUS_REQUIRED_FIELDS_MAP = {};
+        }
+    }
+
+    function getRequiredFieldsForSelectedStatus() {
+        if (!STATUS_REQUIRED_FIELDS_MAP) {
+            return [];
+        }
+        var selected = $('#claim_status_id').val();
+        if (selected === undefined || selected === null || selected === '') {
+            return [];
+        }
+        var fields = STATUS_REQUIRED_FIELDS_MAP[selected];
+        if (Array.isArray(fields)) {
+            return fields;
+        }
+        if (fields) {
+            return [fields];
+        }
+        return [];
+    }
 
     function captureSectionInitialValues(sectionClass) {
         if (!sectionClass) {
@@ -656,12 +692,40 @@
             return;
         }
         if (sectionClass === 'approved' || sectionClass === 'settled') {
+            // The URL-or-File letter pair has its own validity rules (see enforceLetterPairRules).
+            // We still need to enforce required on the other status-mandated fields
+            // (e.g. utr_details, settled_date, approved_amount, approved_date), which the
+            // previous early-return was skipping.
             enforceLetterPairRules();
-            updateSectionRequiredLabels(sectionClass, hasSectionChanged(sectionClass));
+
+            var letterPairIds = sectionClass === 'approved'
+                ? ['approved_letter', 'approved_letter_file', 'approved_description']
+                : ['settle_letter', 'settle_letter_file'];
+
+            var statusRequiredFields = getRequiredFieldsForSelectedStatus();
+            var sectionChanged = hasSectionChanged(sectionClass);
+
+            $('.' + sectionClass).find('input, textarea, select').each(function () {
+                var id = this.id;
+                if (!id || letterPairIds.indexOf(id) !== -1) {
+                    return;
+                }
+                var statusRequires = statusRequiredFields.indexOf(id) !== -1;
+                $(this).prop('required', statusRequires || sectionChanged);
+            });
+
+            var statusMandatesSection = false;
+            for (var i = 0; i < statusRequiredFields.length; i++) {
+                if ($('.' + sectionClass + ' #' + statusRequiredFields[i]).length > 0) {
+                    statusMandatesSection = true;
+                    break;
+                }
+            }
+            updateSectionRequiredLabels(sectionClass, sectionChanged || statusMandatesSection);
             return;
         }
         var changed = hasSectionChanged(sectionClass);
-        $('.' + sectionClass).find('input, textarea, select').each(function() {
+        $('.' + sectionClass).find('input, textarea, select').each(function () {
             if (this.id === 'approved_description') {
                 return;
             }
@@ -738,6 +802,7 @@
             allowInput: false
         });
 
+        initStatusRequiredFieldsMap();
         updateClaimStatusDisplay("<?= isset($ticket_data['claim_status_id']) ? $ticket_data['claim_status_id'] : 0 ?>")
         var extraFields = <?= json_encode(isset($extra_fields) ? $extra_fields : []); ?>;
         GlobelExtraFields = extraFields;

app/Views/ticket_reports.php

@@ -80,7 +80,7 @@
         var end = moment(end, 'DD/MM/YYYY');
 
         function cb(start, end) {
-            $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+            $('#reportrange span').html(start.format('D/MM/YYYY') + ' - ' + end.format('D/MM/YYYY'));
             $('#startDate').val(start.format('DD-MM-YYYY'));
             $('#endDate').val(end.format('DD-MM-YYYY'));
         }

app/Views/view_deposit.php

@@ -1,12 +1,79 @@
-
+<?php
+helper('datatable_view');
+$vd_header_labels = [
+    'Date', 'Record Date', 'Unit', 'Policy', 'Endorsement No', 'Sub Type',
+    'Credit', 'Debit', 'Balance', 'Description', 'User',
+];
+$vd_col_count = count($vd_header_labels);
+$vd_col_max_len = array_fill(0, $vd_col_count, 0);
+for ($i = 0; $i < $vd_col_count; $i++) {
+    $vd_col_max_len[$i] = mb_strlen($vd_header_labels[$i]);
+}
+$depositdata = $depositdata ?? [];
+$subTypeOptions = $subTypeOptions ?? [];
+foreach ($depositdata as $row) {
+    $vd_col_max_len[0] = max($vd_col_max_len[0], mb_strlen(date('d-M-Y h:i A', strtotime((string) $row->created_at))));
+    $rec = ! empty($row->record_date) ? date('d-M-Y', strtotime((string) $row->record_date)) : '-';
+    $vd_col_max_len[1] = max($vd_col_max_len[1], mb_strlen($rec));
+    $vd_col_max_len[2] = max($vd_col_max_len[2], mb_strlen(trim((string) ($row->unit ?? ' - '))));
+    $policyType = $row->policy_type ?? '';
+    $policyNo = $row->policy_no ?? '';
+    $policyCell = ($policyType || $policyNo) ? trim($policyType . ' - ' . $policyNo, ' -') : '-';
+    $vd_col_max_len[3] = max($vd_col_max_len[3], mb_strlen($policyCell));
+    $vd_col_max_len[4] = max($vd_col_max_len[4], mb_strlen(strip_tags((string) ($row->endorsement_no ?? '-'))));
+    $subLabel = isset($subTypeOptions[$row->sub_type]) ? (string) $subTypeOptions[$row->sub_type] : '';
+    $vd_col_max_len[5] = max($vd_col_max_len[5], mb_strlen($subLabel));
+    $credit = ($row->transaction_type ?? '') === 'Credit' ? (string) ($row->amount ?? '-') : '-';
+    $debit = ($row->transaction_type ?? '') === 'Debit' ? (string) ($row->amount ?? '-') : '-';
+    $vd_col_max_len[6] = max($vd_col_max_len[6], mb_strlen($credit));
+    $vd_col_max_len[7] = max($vd_col_max_len[7], mb_strlen($debit));
+    $vd_col_max_len[8] = max($vd_col_max_len[8], mb_strlen((string) ($row->balance ?? '')));
+    $vd_col_max_len[9] = max($vd_col_max_len[9], mb_strlen((string) ($row->description ?? '')));
+    $vd_col_max_len[10] = max($vd_col_max_len[10], mb_strlen((string) ($row->username ?? '')));
+}
+$vd_col_min_px = [120, 100, 72, 160, 110, 88, 150, 150, 170, 140, 100];
+$vd_col_max_px = [200, 120, 120, 360, 160, 140, 180, 180, 220, 400, 200];
+$vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len, $vd_col_min_px, $vd_col_max_px);
+?>
 <style>
-    .table th,
-    .table td {
-        padding: 8px;
-    }
-    table.dataTable tbody td {
-        padding: 4px 4px !important;
-    }
+<?php for ($i = 0; $i < $vd_col_count; $i++) : ?>
+#scroll-horizontal-datatable_wrapper .dataTables_scrollHead table thead th:nth-child(<?= $i + 1 ?>),
+#scroll-horizontal-datatable thead th:nth-child(<?= $i + 1 ?>) {
+    min-width: <?= (int) $vd_col_width_px[$i] ?>px;
+    width: <?= (int) $vd_col_width_px[$i] ?>px;
+    box-sizing: border-box;
+    vertical-align: middle;
+    overflow: visible !important;
+}
+#scroll-horizontal-datatable tbody td:nth-child(<?= $i + 1 ?>) {
+    width: <?= (int) $vd_col_width_px[$i] ?>px;
+    max-width: <?= (int) $vd_col_width_px[$i] ?>px;
+    min-width: <?= (int) $vd_col_width_px[$i] ?>px;
+    box-sizing: border-box;
+    vertical-align: middle;
+}
+<?php endfor; ?>
+#scroll-horizontal-datatable tbody td {
+    padding: 5px 11px !important;
+    font-size: 13px;
+    line-height: 1.25;
+    overflow: hidden;
+    text-overflow: ellipsis;
+}
+#scroll-horizontal-datatable_wrapper .dataTables_scrollHead table thead th,
+#scroll-horizontal-datatable thead th {
+    padding: 5px 11px !important;
+    font-size: 13px;
+    line-height: 1.25;
+}
+#scroll-horizontal-datatable_wrapper .dataTables_scrollHead table,
+#scroll-horizontal-datatable_wrapper .dataTables_scrollBody table {
+    table-layout: fixed;
+    width: 100% !important;
+}
+#List-page .card-body > .table-responsive {
+    overflow-x: auto;
+}
     .deposit-header {
         display: flex;
         align-items: center;
@@ -31,6 +98,165 @@
     }
     .dataTables_length label {height: 21px !important;}
     #scroll-horizontal-datatable tbody tr:hover { background-color: #e0e0e0; }
+    .deposit-inline-cell {
+        display: flex;
+        align-items: center;
+        gap: 6px;
+    }
+    .deposit-inline-input {
+        width: 150px;
+        max-width: 100%;
+    }
+    .deposit-inline-input-disabled {
+        background-color: #f4f5f7 !important;
+        cursor: not-allowed;
+    }
+    .deposit-balance-wrap {
+        display: inline-flex;
+        align-items: center;
+        gap: 6px;
+    }
+    .deposit-history-icon {
+        color: #0ea5b7;
+        cursor: pointer;
+        font-size: 16px;
+        line-height: 1;
+    }
+    #moreInfoModal .modal-dialog {
+        max-width: 520px;
+    }
+    #moreInfoModal .modal-content {
+        background: #ffffff;
+        border: 1px solid #e5e7eb;
+        border-radius: 14px;
+        color: #111827;
+        box-shadow: 0 18px 40px rgba(15, 23, 42, 0.12);
+    }
+    #moreInfoModal .modal-header,
+    #moreInfoModal .modal-footer {
+        border-color: #e5e7eb;
+        padding: 14px 18px;
+        background: #ffffff;
+    }
+    #moreInfoModal .modal-body {
+        padding: 0 18px 16px;
+        background: #ffffff;
+    }
+    #moreInfoModal .deposit-history-title-wrap {
+        display: flex;
+        align-items: center;
+        gap: 10px;
+    }
+    #moreInfoModal .deposit-history-title-icon {
+        width: 34px;
+        height: 34px;
+        border-radius: 8px;
+        background: #0ea5b7;
+        color: #fff;
+        display: inline-flex;
+        align-items: center;
+        justify-content: center;
+        font-size: 18px;
+    }
+    #moreInfoModal .modal-title {
+        font-size: 18px;
+        font-weight: 600;
+        color: #111827;
+        margin: 0;
+    }
+    #moreInfoModal .deposit-history-close-btn {
+        width: 34px;
+        height: 34px;
+        border: 1px solid #d1d5db;
+        border-radius: 8px;
+        background: #ffffff;
+        color: #6b7280;
+        display: inline-flex;
+        align-items: center;
+        justify-content: center;
+        padding: 0;
+    }
+    #moreInfoModal .deposit-history-close-btn:hover {
+        background: #f3f4f6;
+        color: #111827;
+    }
+    #moreInfoModal .deposit-history-amount-grid {
+        display: grid;
+        grid-template-columns: 1fr 1fr;
+        gap: 12px;
+        margin-bottom: 14px;
+    }
+    #moreInfoModal .deposit-history-amount-card {
+        background: #f9fafb;
+        border: 1px solid #e5e7eb;
+        border-radius: 10px;
+        padding: 12px 14px;
+    }
+    #moreInfoModal .deposit-history-amount-label {
+        font-size: 11px;
+        letter-spacing: 0.04em;
+        text-transform: uppercase;
+        color: #6b7280;
+        margin-bottom: 6px;
+        font-weight: 600;
+    }
+    #moreInfoModal .deposit-history-amount-value {
+        font-size: 24px;
+        line-height: 1.2;
+        font-weight: 700;
+        color: #111827;
+        word-break: break-word;
+    }
+    #moreInfoModal .deposit-history-meta-box {
+        border: 1px solid #e5e7eb;
+        border-radius: 10px;
+        overflow: hidden;
+        background: #f9fafb;
+    }
+    #moreInfoModal .deposit-history-meta-row {
+        display: flex;
+        align-items: center;
+        justify-content: space-between;
+        gap: 12px;
+        padding: 12px 14px;
+        background: #ffffff;
+    }
+    #moreInfoModal .deposit-history-meta-row + .deposit-history-meta-row {
+        border-top: 1px solid #e5e7eb;
+    }
+    #moreInfoModal .deposit-history-meta-label {
+        display: inline-flex;
+        align-items: center;
+        gap: 8px;
+        color: #6b7280;
+        font-size: 14px;
+    }
+    #moreInfoModal .deposit-history-meta-value {
+        color: #111827;
+        font-size: 14px;
+        font-weight: 500;
+        text-align: right;
+    }
+    #moreInfoModal .deposit-history-footer-btn {
+        border: 1px solid #d1d5db;
+        border-radius: 8px;
+        background: #ffffff;
+        color: #374151;
+        padding: 6px 16px;
+        font-size: 14px;
+    }
+    #moreInfoModal .deposit-history-footer-btn:hover {
+        background: #f3f4f6;
+        color: #111827;
+    }
+    .deposit-inline-actions {
+        display: inline-flex;
+        gap: 4px;
+    }
+    .deposit-inline-actions .btn {
+        padding: 2px 6px;
+        line-height: 1.2;
+    }
     @media (max-width: 767.98px) {
         .deposit-title {
             font-size: 22px;
@@ -123,7 +349,7 @@
                 </div> -->
 
                 <div class="table-responsive">
-                <table data-custom-table-css="table" class="table mb-0 nowrap w-100 table-centered" cellspacing="0" id="scroll-horizontal-datatable">
+                <table data-custom-table-css="table" class="table mb-0 nowrap w-100" cellspacing="0" id="scroll-horizontal-datatable">
                     <thead class="bg-light">
                         <tr>
                             <th class="font-weight-medium">Date</th>
@@ -141,7 +367,26 @@
                     </thead>
                     <tbody>
                         <?php foreach($depositdata as $row) { ?>
-                        <tr id="<?php echo $row->id;?>">
+                        <?php
+                            $isCreditRow = ($row->transaction_type == 'Credit');
+                            $isDebitRow = ($row->transaction_type == 'Debit');
+                            $creditAmount = $isCreditRow ? (float) $row->amount : 0;
+                            $debitAmount = $isDebitRow ? (float) $row->amount : 0;
+                            $hasAmtHistory = isset($row->new_amt) && trim((string) $row->new_amt) !== '';
+                            $historyOldAmt = trim((string) ($row->old_amt ?? '-')) !== '' ? (string) $row->old_amt : '-';
+                            $historyNewAmt = trim((string) ($row->new_amt ?? '-')) !== '' ? (string) $row->new_amt : '-';
+                            $historyUpdatedBy = trim((string) ($row->amt_updated_by_name ?? '')) !== ''
+                                ? (string) $row->amt_updated_by_name
+                                : (!empty($row->amt_updated_by) ? ('User #' . $row->amt_updated_by) : '-');
+                            $historyUpdatedAt = !empty($row->amt_updated_at)
+                                ? date('d M Y, h:i A', strtotime((string) $row->amt_updated_at))
+                                : '-';
+                        ?>
+                        <tr id="<?php echo $row->id;?>"
+                            data-row-id="<?= (int) $row->id ?>"
+                            data-transaction-type="<?= esc((string) $row->transaction_type, 'attr') ?>"
+                            data-credit="<?= esc((string) $creditAmount, 'attr') ?>"
+                            data-debit="<?= esc((string) $debitAmount, 'attr') ?>">
                             <td><?php echo date('d-M-Y h:i A', strtotime($row->created_at)); ?></td>
                             <td><?php echo isset($row->record_date)? date('d-M-Y', strtotime($row->record_date)):'-' ?></td>
                             <td><?php echo $row->unit ?? ' - '; ?></td>
@@ -154,17 +399,46 @@
                                 if ($policyType || $policyNo) {
                                     echo trim($policyType . ' - ' . $policyNo, ' -');
                                 } else {
-                                    echo '<center> - </center>';
+                                    echo '-';
                                 }
                                 ?>
                             </td>
-                            <td><?php echo $row->endorsement_no ?? '<center> - </center>'; ?></td>
+                            <td><?php echo $row->endorsement_no ?? '-'; ?></td>
                             <td><?php echo isset($subTypeOptions[$row->sub_type]) ? $subTypeOptions[$row->sub_type] : ''; ?>
                             </td>
-                            <td><?php echo ($row->transaction_type == 'Credit') ? $row->amount : '-'; ?></td>
-                            <td><?php echo ($row->transaction_type == 'Debit') ? $row->amount : '-'; ?></td>
-                            <td><?php echo $row->balance; ?></td>
-                            <td><?php echo $row->description; ?></td>
+                            <td class="deposit-inline-edit-cell" data-type="credit">
+                                <div class="deposit-inline-cell">
+                                    <input type="text" class="form-control form-control-sm deposit-inline-input <?= $isCreditRow ? '' : 'deposit-inline-input-disabled' ?>" placeholder="-" value="<?= $isCreditRow ? esc((string) $row->amount, 'attr') : '' ?>" <?= $isCreditRow ? '' : 'disabled' ?>>
+                                </div>
+                            </td>
+                            <td class="deposit-inline-edit-cell" data-type="debit">
+                                <div class="deposit-inline-cell">
+                                    <input type="text" class="form-control form-control-sm deposit-inline-input <?= $isDebitRow ? '' : 'deposit-inline-input-disabled' ?>" placeholder="-" value="<?= $isDebitRow ? esc((string) $row->amount, 'attr') : '' ?>" <?= $isDebitRow ? '' : 'disabled' ?>>
+                                </div>
+                            </td>
+                            <td class="deposit-balance-cell">
+                                <span class="deposit-balance-wrap">
+                                    <span><?php echo $row->balance; ?></span>
+                                    <?php if ($hasAmtHistory) : ?>
+                                        <i class="mdi mdi-information-outline deposit-history-icon js-deposit-history-trigger"
+                                           data-old-amt="<?= esc($historyOldAmt, 'attr') ?>"
+                                           data-new-amt="<?= esc($historyNewAmt, 'attr') ?>"
+                                           data-updated-by="<?= esc($historyUpdatedBy, 'attr') ?>"
+                                           data-updated-at="<?= esc($historyUpdatedAt, 'attr') ?>"
+                                           onclick="openDepositHistoryModal(this); return false;"
+                                           aria-label="Amount change history"
+                                           tabindex="0"></i>
+                                    <?php endif; ?>
+                                </span>
+                            </td>
+                            <td class="deposit-description-cell"
+                                data-toggle="tooltip"
+                                data-bs-toggle="tooltip"
+                                data-placement="top"
+                                data-bs-placement="top"
+                                title="<?= esc((string) ($row->description ?? ''), 'attr') ?>">
+                                <?php echo $row->description; ?>
+                            </td>
                             <td><?php echo $row->username; ?></td>
                         </tr>
                         <?php } ?>
@@ -178,6 +452,95 @@
     <!-- end col -->
 </div>
 </div>
+<div class="modal fade" id="moreInfoModal" tabindex="-1" aria-labelledby="depositHistoryModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-dialog-centered">
+        <div class="modal-content">
+            <div class="modal-header">
+                <div class="deposit-history-title-wrap">
+                    <span class="deposit-history-title-icon" aria-hidden="true">
+                        <i class="mdi mdi-history"></i>
+                    </span>
+                    <h5 class="modal-title" id="depositHistoryModalLabel">Amount change history</h5>
+                </div>
+                <button type="button" class="deposit-history-close-btn" data-dismiss="modal" data-bs-dismiss="modal" aria-label="Close">
+                    <i class="mdi mdi-close"></i>
+                </button>
+            </div>
+            <div class="modal-body">
+                <div class="deposit-history-amount-grid">
+                    <div class="deposit-history-amount-card">
+                        <div class="deposit-history-amount-label">Old amount</div>
+                        <div class="deposit-history-amount-value" id="history_old_amt">-</div>
+                    </div>
+                    <div class="deposit-history-amount-card">
+                        <div class="deposit-history-amount-label">New amount</div>
+                        <div class="deposit-history-amount-value" id="history_new_amt">-</div>
+                    </div>
+                </div>
+                <div class="deposit-history-meta-box">
+                    <div class="deposit-history-meta-row">
+                        <div class="deposit-history-meta-label">
+                            <i class="mdi mdi-account-outline"></i>
+                            <span>Changed by</span>
+                        </div>
+                        <div class="deposit-history-meta-value" id="history_updated_by">-</div>
+                    </div>
+                    <div class="deposit-history-meta-row">
+                        <div class="deposit-history-meta-label">
+                            <i class="mdi mdi-calendar-month-outline"></i>
+                            <span>Changed at</span>
+                        </div>
+                        <div class="deposit-history-meta-value" id="history_updated_at">-</div>
+                    </div>
+                </div>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="deposit-history-footer-btn" data-dismiss="modal" data-bs-dismiss="modal">Close</button>
+            </div>
+        </div>
+    </div>
+</div>
+<script>
+    function formatDepositHistoryAmount(value) {
+        if (value === null || value === undefined) {
+            return '-';
+        }
+        var raw = String(value).trim();
+        if (raw === '' || raw === '-') {
+            return '-';
+        }
+        var num = parseFloat(raw.replace(/,/g, ''));
+        if (isNaN(num)) {
+            return raw;
+        }
+        return '₹' + num.toLocaleString('en-IN', {
+            minimumFractionDigits: 2,
+            maximumFractionDigits: 2
+        });
+    }
+
+    function openDepositHistoryModal(iconEl) {
+        var $icon = $(iconEl);
+        $('#history_old_amt').text(formatDepositHistoryAmount($icon.data('old-amt')));
+        $('#history_new_amt').text(formatDepositHistoryAmount($icon.data('new-amt')));
+        $('#history_updated_by').text($icon.data('updated-by') || '-');
+        $('#history_updated_at').text($icon.data('updated-at') || '-');
+
+        var modalElement = document.getElementById('moreInfoModal');
+        if (typeof bootstrap !== 'undefined' && typeof bootstrap.Modal !== 'undefined' && modalElement) {
+            var myModal = new bootstrap.Modal(document.getElementById('moreInfoModal'));
+            myModal.show();
+            return;
+        }
+
+        if (typeof $('#moreInfoModal').modal === 'function') {
+            $('#moreInfoModal').modal('show');
+            return;
+        }
+
+        toastr.warning('History view is not available right now.');
+    }
+</script>
 <!-- Add this modal markup at the end of your HTML body -->
 <!-- Button to trigger modal -->
 
@@ -304,8 +667,42 @@
             allowInput: false,
 
         });
-        $('#scroll-horizontal-datatable').DataTable({
-                scrollX: true,
+        nhanceListDataTableBeforeInit();
+        var depositPageStorageKey = 'view_deposit_datatable_page_' + window.location.pathname + window.location.search;
+        function getStoredDepositPage() {
+            var page = parseInt(sessionStorage.getItem(depositPageStorageKey), 10);
+            return isNaN(page) || page < 0 ? 0 : page;
+        }
+        function storeDepositPage(pageNumber) {
+            sessionStorage.setItem(depositPageStorageKey, String(pageNumber));
+        }
+        window.storeCurrentDepositTablePage = function () {
+            try {
+                var table = $('#scroll-horizontal-datatable').DataTable();
+                storeDepositPage(table.page());
+            } catch (e) {
+                // No-op when table is not available.
+            }
+        };
+        function initDepositDescriptionTooltips() {
+            var selector = '#scroll-horizontal-datatable [data-bs-toggle="tooltip"]';
+            if (typeof bootstrap !== 'undefined' && typeof bootstrap.Tooltip !== 'undefined') {
+                document.querySelectorAll(selector).forEach(function (el) {
+                    var existing = bootstrap.Tooltip.getInstance(el);
+                    if (existing) {
+                        existing.dispose();
+                    }
+                    new bootstrap.Tooltip(el, { container: 'body' });
+                });
+                return;
+            }
+            if (typeof $.fn.tooltip === 'function') {
+                var $targets = $('#scroll-horizontal-datatable [data-toggle="tooltip"]');
+                $targets.tooltip('dispose');
+                $targets.tooltip({ container: 'body' });
+            }
+        }
+        var vdDepositTable = $('#scroll-horizontal-datatable').DataTable(nhanceMergeListDataTableOptions({
                 // dom: "<'row'<'col-sm-2'f><'col-sm-10 text-right'B>>" + 
                 //     "<'row'<'col-sm-12'tr>>" + 
                 //     "<'row'<'col-sm-5'i><'col-sm-7'p>>", 
@@ -363,6 +760,17 @@
                             myModal.show();
                         }
                     },
+                    {
+                        text: '<i class="mdi mdi-content-save"></i><span class=" btn-custom"> Save </span>',
+                        className: 'btn app-btn-primary mr-2 deposit-top-save-btn d-none',
+                        action: function () {
+                            if (typeof window.saveDepositInlineChanges === 'function') {
+                                window.saveDepositInlineChanges();
+                            } else {
+                                toastr.warning('Save handler is not ready yet.');
+                            }
+                        }
+                    },
                     {
                         extend: 'collection',
                         text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
@@ -400,8 +808,35 @@
                     emptyTable: '<div class="text-center text-muted">No Data found</div>'
                 },
                 ordering: false,
-                paging: true
-            });    
+                paging: true,
+                autoWidth: false,
+                columnDefs: [
+<?php for ($i = 0; $i < $vd_col_count; $i++) : ?>
+                    { targets: <?= $i ?>, width: '<?= (int) $vd_col_width_px[$i] ?>px' },
+<?php endfor; ?>
+                ],
+            }));
+        vdDepositTable.on('page.dt', function () {
+            storeDepositPage(vdDepositTable.page());
+        });
+        initDepositDescriptionTooltips();
+        vdDepositTable.on('draw', function () {
+            initDepositDescriptionTooltips();
+        });
+        var selectedPage = getStoredDepositPage();
+        if (selectedPage > 0 && selectedPage < vdDepositTable.page.info().pages) {
+            vdDepositTable.page(selectedPage).draw('page');
+        }
+        nhanceListDataTableAfterInit();
+        nhanceListDataTableBindAdjust(vdDepositTable);
+
+        $(document).on('click keydown', '.js-deposit-history-trigger', function (e) {
+            if (e.type === 'keydown' && e.key !== 'Enter' && e.key !== ' ') {
+                return;
+            }
+            e.preventDefault();
+            openDepositHistoryModal(this);
+        });
     });
 </script>
 
@@ -509,6 +944,9 @@
                     // Handle success response
                     toastr.success("Transaction saved successfully", "Success");
                     // Reload the page or perform other actions as needed
+                    if (typeof window.storeCurrentDepositTablePage === 'function') {
+                        window.storeCurrentDepositTablePage();
+                    }
                     location.reload();
                 },
                 error: function(xhr, status, error) {
@@ -540,6 +978,9 @@
                         toastr.error('An unexpected error occurred. Please try again later.', 'Error');
                     }
 
+                    if (typeof window.storeCurrentDepositTablePage === 'function') {
+                        window.storeCurrentDepositTablePage();
+                    }
                     location.reload(); // Uncomment if you need to reload the page on error
                 }
             });
@@ -566,4 +1007,237 @@
             $(this).removeClass('is-invalid');
         }
     });
+</script>
+<script>
+    $(document).ready(function () {
+        var numericRegex = /^[0-9]+(\.[0-9]{1,2})?$/;
+
+        function formatAmount(value) {
+            var num = parseFloat(value);
+            if (isNaN(num)) {
+                return '0.00';
+            }
+            return num.toFixed(2);
+        }
+
+        function normalizeInput($input) {
+            var value = ($input.val() || '').replace(/[^0-9.]/g, '');
+            var parts = value.split('.');
+            if (parts.length > 2) {
+                value = parts[0] + '.' + parts.slice(1).join('');
+                parts = value.split('.');
+            }
+            if (parts[1] && parts[1].length > 2) {
+                value = parts[0] + '.' + parts[1].slice(0, 2);
+            }
+            $input.val(value);
+        }
+
+        function setRowDisplay($row, creditAmount, debitAmount) {
+            var $creditCell = $row.find('td[data-type="credit"]');
+            var $debitCell = $row.find('td[data-type="debit"]');
+            var creditNum = parseFloat(creditAmount) || 0;
+            var debitNum = parseFloat(debitAmount) || 0;
+
+            $row.attr('data-credit', creditNum);
+            $row.attr('data-debit', debitNum);
+            $creditCell.find('.deposit-inline-input').val(creditNum > 0 ? formatAmount(creditNum) : '');
+            $debitCell.find('.deposit-inline-input').val(debitNum > 0 ? formatAmount(debitNum) : '');
+        }
+
+        function recalculateVisibleBalances() {
+            var running = 0;
+            var rows = $('#scroll-horizontal-datatable tbody tr').get().reverse();
+            $(rows).each(function () {
+                var $row = $(this);
+                var credit = parseFloat($row.attr('data-credit')) || 0;
+                var debit = parseFloat($row.attr('data-debit')) || 0;
+                running += credit;
+                running -= debit;
+                $row.find('.deposit-balance-cell').text(formatAmount(running));
+            });
+        }
+
+        function getTopSaveButton() {
+            return $('.deposit-top-save-btn');
+        }
+
+        function hasPendingChanges() {
+            var pending = false;
+            $('#scroll-horizontal-datatable tbody tr').each(function () {
+                var $row = $(this);
+                var creditInputVal = ($row.find('td[data-type="credit"] .deposit-inline-input').val() || '').trim();
+                var debitInputVal = ($row.find('td[data-type="debit"] .deposit-inline-input').val() || '').trim();
+                var originalCredit = parseFloat($row.attr('data-credit')) || 0;
+                var originalDebit = parseFloat($row.attr('data-debit')) || 0;
+                var inputCredit = creditInputVal === '' ? 0 : parseFloat(creditInputVal);
+                var inputDebit = debitInputVal === '' ? 0 : parseFloat(debitInputVal);
+
+                if (isNaN(inputCredit) || isNaN(inputDebit)) {
+                    return;
+                }
+
+                if (Math.abs(inputCredit - originalCredit) > 0.0001 || Math.abs(inputDebit - originalDebit) > 0.0001) {
+                    pending = true;
+                    return false;
+                }
+            });
+            return pending;
+        }
+
+        function updateTopSaveButtonVisibility() {
+            var $saveBtn = getTopSaveButton();
+            if (!$saveBtn.length) {
+                return;
+            }
+            $saveBtn.toggleClass('d-none', !hasPendingChanges());
+        }
+
+        $(document).on('input', '.deposit-inline-input', function () {
+            var $input = $(this);
+            normalizeInput($input);
+
+            updateTopSaveButtonVisibility();
+        });
+
+        function collectChanges() {
+            var changes = [];
+            var hasValidationError = false;
+            $('#scroll-horizontal-datatable tbody tr').each(function () {
+                var $row = $(this);
+                var creditInputVal = ($row.find('td[data-type="credit"] .deposit-inline-input').val() || '').trim();
+                var debitInputVal = ($row.find('td[data-type="debit"] .deposit-inline-input').val() || '').trim();
+                var originalCredit = parseFloat($row.attr('data-credit')) || 0;
+                var originalDebit = parseFloat($row.attr('data-debit')) || 0;
+                var hasCredit = creditInputVal !== '';
+                var hasDebit = debitInputVal !== '';
+
+                if (!hasCredit && !hasDebit) {
+                    return;
+                }
+
+                if (hasCredit && hasDebit) {
+                    toastr.warning('Please fill only one of Credit or Debit per row.');
+                    hasValidationError = true;
+                    return false;
+                }
+
+                var type = hasCredit ? 'credit' : 'debit';
+                var value = hasCredit ? creditInputVal : debitInputVal;
+                var amount = parseFloat(value);
+                var isChanged = (type === 'credit')
+                    ? (Math.abs(amount - originalCredit) > 0.0001)
+                    : (Math.abs(amount - originalDebit) > 0.0001);
+
+                // Skip untouched rows (important for legacy 0/-ve values)
+                if (!isChanged) {
+                    return;
+                }
+
+                if (!numericRegex.test(value)) {
+                    toastr.warning('Enter a valid amount (up to 2 decimals).');
+                    hasValidationError = true;
+                    return false;
+                }
+
+                if (amount <= 0) {
+                    toastr.warning('Amount must be greater than 0.');
+                    hasValidationError = true;
+                    return false;
+                }
+
+                changes.push({
+                    rowId: $row.data('row-id'),
+                    type: type,
+                    amount: amount,
+                    $row: $row
+                });
+            });
+
+            if (hasValidationError) {
+                return false;
+            }
+            return changes;
+        }
+
+        window.saveDepositInlineChanges = function () {
+            var changes = collectChanges();
+            if (!Array.isArray(changes) || changes.length === 0) {
+                if (changes !== false) {
+                    toastr.info('No changes to save.');
+                }
+                return;
+            }
+
+            var clientId = '<?= esc((string) $clientData->id, 'js') ?>';
+            var insurerId = '<?= esc((string) $insurerName->id, 'js') ?>';
+            var cdAcPk = $('#cd_ac_pk').val();
+
+            var completed = 0;
+            function saveNext(index) {
+                if (index >= changes.length) {
+                    toastr.success('Saved ' + completed + ' change(s) successfully.');
+                    setTimeout(function () {
+                        if (typeof window.storeCurrentDepositTablePage === 'function') {
+                            window.storeCurrentDepositTablePage();
+                        }
+                        location.reload();
+                    }, 250);
+                    return;
+                }
+
+                var change = changes[index];
+                var transactionType = (change.type === 'credit') ? 'Credit' : 'Debit';
+
+                $.ajax({
+                    type: 'POST',
+                    url: '<?= base_url() . "client/update_deposit_amount" ?>',
+                    data: {
+                        deposit_id: change.rowId,
+                        amount: change.amount,
+                        transaction_type: transactionType,
+                        client_id: clientId,
+                        insurer_id: insurerId,
+                        cd_ac_pk: cdAcPk
+                    },
+                    success: function () {
+                        if (transactionType === 'Credit') {
+                            setRowDisplay(change.$row, change.amount, 0);
+                        } else {
+                            setRowDisplay(change.$row, 0, change.amount);
+                        }
+                        completed++;
+                        saveNext(index + 1);
+                    },
+                    error: function (xhr) {
+                        if (xhr.status === 400 && xhr.responseText) {
+                            try {
+                                var response = JSON.parse(xhr.responseText);
+                                toastr.error(response.message || 'Validation failed.');
+                            } catch (e) {
+                                toastr.error('Validation failed.');
+                            }
+                        } else if (xhr.status === 404) {
+                            toastr.error('Transaction not found for this account.');
+                        } else {
+                            toastr.error('Unable to update transaction right now.');
+                        }
+                    }
+                });
+            }
+
+            saveNext(0);
+        };
+
+        $(document).on('keydown', '.deposit-inline-input', function (e) {
+            if (e.key === 'Enter') {
+                e.preventDefault();
+                if (typeof window.saveDepositInlineChanges === 'function') {
+                    window.saveDepositInlineChanges();
+                }
+            }
+        });
+
+        updateTopSaveButtonVisibility();
+    });
 </script>

app/Views/view_rfq.php

@@ -1,3 +1,5 @@
+<?php  $page_name = $page_name ?? ""; ?>
+
 <style>
 
     .table-container {
@@ -496,8 +498,8 @@
                     </div>
 
                     <div class="col-2" style="position: relative;right: 255px;">
-                        <?php if($lead_data['demography_file_status'] == "failed") { ?>
-                            <a href="<?= base_url('util/getMemberDataExcelFileErrors?lead_id=').$lead_data['id'] ?>" 
+                        <?php if($lead_data['demography_file_status'] ?? "" == "failed") { ?>
+                            <a href="<?= base_url('util/getMemberDataExcelFileErrors?lead_id=') . ($lead_data['id'] ?? '') ?>" 
                                 class="mdi mdi-information-outline text-danger" 
                                 style="cursor: pointer; font-size: 27px" 
                                 data-toggle="tooltip" 
@@ -801,7 +803,7 @@
                     <div class="form-group col-md-4">
                         <label for="cc">CC </label>
                         <select class="form-control" id="cc" name="cc" required multiple>
-                            <?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
+                            <?php if($page_name == "RFQ") { $exclusiveUserList = $userList ?? []; } ?>
                             <?php if (isset($exclusiveUserList)) { ?>
                                 <?php foreach ($exclusiveUserList as $user) { ?>
                                     <?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
@@ -981,7 +983,7 @@
                         <div class="form-group col-md-6">
                             <label for="placement_cc">CC </label>
                             <select class="form-control" id="placement_cc" name="placement_cc" required multiple>
-                            <?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
+                            <?php if($page_name == "RFQ") { $exclusiveUserList = $userList ?? []; } ?>
                                 <?php if (isset($exclusiveUserList)) { ?>
                                     >
                                 <?php foreach ($exclusiveUserList as $user) { ?>
@@ -1356,7 +1358,7 @@ let intervalId;
 $(document).ready(function () {
     console.log("Document ready");
 
-    var demography_file_status_for_hide_and_show = '<?= $lead_data['demography_file_status'] ?>';
+    var demography_file_status_for_hide_and_show = '<?= $lead_data['demography_file_status'] ?? "" ?>';
     toggleButtons(demography_file_status_for_hide_and_show);
 
     let lead_status = '<?= isset($lead_data['status']) ?  $lead_data['status'] : '' ?>';
@@ -1404,7 +1406,7 @@ $('.remove-icon').on('click', function() {
 
 var currentThrdottedMenu = '';
 var proposal_colum_count = 1;
-var demography_file_status = '<?= $lead_data['demography_file_status'] ?>';
+var demography_file_status = '<?= $lead_data['demography_file_status'] ?? "" ?>';
 
 var over_all_column_data = {
     "Proposal 1": {
@@ -1818,7 +1820,7 @@ function addSuggestionsToTable() {
                 <span class="dropdown" onclick="showThreeDottedMenu(event)">
                     <button class="dropbtn">⋮</button>
                     <div class="dropdown-content">
-                        <a href="#" class="addInsurer">Add Insurer</a>
+                        <a href="#" class="F">Add Insurer</a>
                         <a href="#" class="qcrProposal" style="background-color: rgb(221, 221, 221);">
                             QCR <i class="mdi mdi-checkbox-marked" style="color: green; margin-left: 8px;"></i>
                         </a>
@@ -2549,7 +2551,7 @@ function detachDynamicEventListeners() {
 
 function addInsurer(event) {
 
-    const insurers = <?= json_encode($insurer); ?>;
+    const insurers = <?= json_encode($insurer ?? []); ?>;
 
     selectInsurer(insurers).then(result => {
 
@@ -2701,7 +2703,7 @@ function dupInsurer(event) {
     const thPosition = getThPosition(event);
     console.log(thPosition);
 
-    const insurers = <?= json_encode($insurer); ?>;
+    const insurers = <?= json_encode($insurer ?? []); ?>;
 
     selectInsurer(insurers).then(result => {
 
@@ -3217,7 +3219,7 @@ function changeInsurer(event) {
     }
 
     // let newInsurerName = prompt("Enter New insurer name:");
-    const insurers = <?= json_encode($insurer); ?>;
+    const insurers = <?= json_encode($insurer ?? []); ?>;
 
     selectInsurer(insurers).then(result => {
 
@@ -4124,7 +4126,7 @@ function appendInput(data) {
                 <div class="form-group col-md-6">
                     <label for="client_cc">CC </label>
                     <select class="form-control" id="client_cc" name="client_cc" required multiple>
-                     <?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
+                     <?php if($page_name == "RFQ") { $exclusiveUserList = $userList ?? []; } ?>
                         <?php if (isset($exclusiveUserList)) { ?>
                             <?php foreach ($exclusiveUserList as $user) { ?>
                                     <?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
@@ -4139,7 +4141,7 @@ function appendInput(data) {
                 <div class="form-group col-md-6">
                     <label for="client_bcc">BCC </label>
                     <select class="form-control" id="client_bcc" name="client_bcc" required multiple>
-                     <?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
+                     <?php if($page_name == "RFQ") { $exclusiveUserList = $userList ?? []; } ?>
                         <?php if (isset($exclusiveUserList)) { ?>
                             <?php foreach ($exclusiveUserList as $user) { ?>
                                 <?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
@@ -4190,7 +4192,7 @@ function appendInput(data) {
             <div class="form-group col-md-4">
                 <label for="client_cc">CC </label>
                 <select class="form-control" id="client_cc" name="client_cc" required multiple>
-                 <?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
+                 <?php if($page_name == "RFQ") { $exclusiveUserList = $userList ?? []; } ?>
                     <?php if (isset($exclusiveUserList)) { ?>
                         <?php foreach ($exclusiveUserList as $user) { ?>
                             <?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
@@ -4205,10 +4207,11 @@ function appendInput(data) {
             <div class="form-group col-md-4">
                 <label for="client_bcc">BCC </label>
                 <select class="form-control" id="client_bcc" name="client_bcc" required multiple>
-                 <?php if($page_name == "RFQ") { $exclusiveUserList = $userList; } ?>
+                 <?php if($page_name == "RFQ") { $exclusiveUserList = $userList ?? []; } ?>
                     <?php if (isset($exclusiveUserList)) { ?>
                         <?php foreach ($exclusiveUserList as $user) { ?>
                             <?php if ($page_name == "RFQ" || in_array($user['role'],[1,5]) || in_array($user['team_id'],[6,7])) { ?>
+                            <option value="<?= $user['id'];?>">
                                 <?= $user['first_name'].' - '.$user['email'];?>
                             </option>
                         <?php } } ?>

hr-dashboard.md

@@ -0,0 +1,262 @@
+# Claims Collection V2 — HR Dashboard API
+
+**Created:** 2026-06-02  
+**Controller:** `App\Controllers\ClaimsCollectionV2DashboardController`  
+**Model:** `App\Models\ClaimsCollectionV2DashboardModel`  
+**Source queries:** `metabase_raw_queries.csv` → collection `Claims Collection V2`  
+**Base app URL (local):** `https://localhost/PHP828APPS/ruc/nhance/index.php`
+
+---
+
+## Overview
+
+Each Metabase question in the CSV is a separate PHP method on the model.  
+The API exposes them in three ways:
+
+| What | URL fragment | Use case |
+|------|-------------|----------|
+| **Single KPI** | `kpi/{slug or Metabase id}` | FE loads one card at a time |
+| **All KPIs** | `all` | FE loads entire dashboard in one call |
+| **Debug / preview** | `debug` / `preview` | Admin checks raw output in browser |
+
+All endpoints require `client_policy` or `client_policy_id` as a query param  
+(or route segment for `debug/{id}` / `preview/{id}`).
+
+---
+
+## Route stacks
+
+### 1. Admin — `authMVC` (session login required)
+
+Prefix: `util/claims-collection-v2`
+
+| Method | Path | Handler | Purpose |
+|--------|------|---------|---------|
+| GET | `util/claims-collection-v2/preview` | `::preview` | UI debug grid in browser |
+| GET | `util/claims-collection-v2/preview/{policy_id}` | `::preview` | Same, policy in URL |
+| GET | `util/claims-collection-v2/debug` | `::debug` | Raw JSON dump (all KPIs) |
+| GET | `util/claims-collection-v2/debug/{policy_id}` | `::debug` | Same, policy in URL |
+| GET | `util/claims-collection-v2/all` | `::all` | JSON — all 31 KPIs |
+| GET | `util/claims-collection-v2/kpi/{slug\|id}` | `::kpi` | JSON — single KPI |
+
+**Filters applied:** `authMVC`, `AclFilter`, `HttpRequestLog`, `Cors`, `SecurityInputFilter`
+
+---
+
+### 2. Frontend / HR App — `authJWT` (Bearer token required)
+
+Prefix: `employeeRest/claims-collection-v2`
+
+| Method | Path | Handler | Purpose |
+|--------|------|---------|---------|
+| GET | `employeeRest/claims-collection-v2/all` | `::all` | JSON — all 31 KPIs |
+| GET | `employeeRest/claims-collection-v2/kpi/{slug\|id}` | `::kpi` | JSON — single KPI |
+| GET | `employeeRest/claims-collection-v2/preview` | `::preview` | UI grid (FE debug) |
+| GET | `employeeRest/claims-collection-v2/preview/{policy_id}` | `::preview` | Same, policy in URL |
+| GET | `employeeRest/claims-collection-v2/debug` | `::debug` | Raw JSON (FE debug) |
+| GET | `employeeRest/claims-collection-v2/debug/{policy_id}` | `::debug` | Same, policy in URL |
+
+**Filters applied:** `GlobalPostFileUploadGuard`, `ratelimit`, `appSignature`, `authJWT`
+
+---
+
+## Parameters
+
+| Param | Location | Type | Required | Notes |
+|-------|----------|------|----------|-------|
+| `client_policy` | query string | int | **Yes** (API) | Policy ID |
+| `client_policy_id` | query string | int | **Yes** (API) | Alias for above |
+| `{policy_id}` | URL segment | int | No | Only on `preview/{id}` and `debug/{id}`; falls back to 4687 if omitted |
+| `{slug\|id}` | URL segment | string/int | Yes (kpi only) | KPI method slug OR Metabase question id |
+
+> **Default policy ID (4687)** is only the method-signature default for `preview` and `debug`.  
+> Change it by passing the query param or URL segment — never hardcoded elsewhere.
+
+---
+
+## How to call — Admin (browser / Postman, session cookie)
+
+Open in browser while logged in to admin:
+
+```
+# UI preview page (loads grid, click "Load all KPIs")
+GET /index.php/util/claims-collection-v2/preview?client_policy=4687
+
+# Preview with policy in URL
+GET /index.php/util/claims-collection-v2/preview/4687
+
+# Raw JSON — all 31 KPIs
+GET /index.php/util/claims-collection-v2/debug?client_policy=4687
+
+# Raw JSON — single KPI by slug
+GET /index.php/util/claims-collection-v2/kpi/incurred_ratio?client_policy=4687
+
+# Raw JSON — single KPI by Metabase question id
+GET /index.php/util/claims-collection-v2/kpi/207?client_policy=4687
+```
+
+---
+
+## How to call — Frontend / HR App (JWT)
+
+```http
+GET /index.php/employeeRest/claims-collection-v2/all?client_policy=4687
+Authorization: Bearer <jwt_token>
+X-App-Signature: <app_signature>
+Content-Type: application/json
+```
+
+```http
+GET /index.php/employeeRest/claims-collection-v2/kpi/incurred_ratio?client_policy=4687
+Authorization: Bearer <jwt_token>
+X-App-Signature: <app_signature>
+```
+
+```http
+GET /index.php/employeeRest/claims-collection-v2/kpi/207?client_policy=4687
+Authorization: Bearer <jwt_token>
+X-App-Signature: <app_signature>
+```
+
+---
+
+## Sample responses
+
+### `kpi/{slug}` or `kpi/{id}`
+
+```json
+{
+  "status": true,
+  "policy_id": 4687,
+  "kpi_id": 207,
+  "kpi": "incurred_ratio",
+  "label": "Incurred Ratio",
+  "rows": [
+    { "incurred_ratio": "72.34%" }
+  ]
+}
+```
+
+### `all`
+
+```json
+{
+  "status": true,
+  "policy_id": 4687,
+  "data": {
+    "policy_exposure_summary": {
+      "id": 181,
+      "label": "POLICY & EXPOSURE SUMMARY",
+      "rows": [
+        {
+          "policy_start_date": "2024-01-01",
+          "policy_end_date": "2024-12-31",
+          "insurer_name": "HDFC Ergo",
+          "tpa_name": "Medi Assist"
+        }
+      ]
+    },
+    "incurred_ratio": {
+      "id": 207,
+      "label": "Incurred Ratio",
+      "rows": [{ "incurred_ratio": "72.34%" }]
+    }
+  }
+}
+```
+
+### Error — missing policy id
+
+```json
+{
+  "status": false,
+  "message": "client_policy or client_policy_id is required."
+}
+```
+**HTTP 422**
+
+### Error — unknown KPI
+
+```json
+{
+  "status": false,
+  "message": "Unknown KPI. Pass Metabase id or method slug.",
+  "allowed": {
+    "181": "policy_exposure_summary",
+    "207": "incurred_ratio"
+  }
+}
+```
+**HTTP 404**
+
+---
+
+## All 31 KPIs
+
+| Metabase ID | Method slug | Label |
+|-------------|-------------|-------|
+| 181 | `policy_exposure_summary` | POLICY & EXPOSURE SUMMARY |
+| 185 | `premium_as_on_date` | PREMIUM AS ON DATE |
+| 186 | `claims_experience_summary` | CLAIMS EXPERIENCE SUMMARY |
+| 190 | `claim_amount_by_gender` | Claim Amount by Gender |
+| 191 | `age_band` | Age Band |
+| 194 | `top_5_hospitals_by_incurred_amount` | Top 5 Hospitals by Incurred amount |
+| 197 | `claims_incidence_rate` | Claims Incidence Rate |
+| 198 | `policy_start_date` | Policy Start Date |
+| 199 | `policy_end_date` | Policy End Date |
+| 200 | `insurer` | Insurer |
+| 201 | `tpa` | TPA |
+| 203 | `earned_premium` | Earned Premium |
+| 204 | `total_claims` | Total Claims |
+| 206 | `incurred_amount` | Incurred Amount |
+| 207 | `incurred_ratio` | Incurred Ratio |
+| 208 | `projected_claims` | Projected Claims |
+| 209 | `projected_ratio` | Projected Ratio |
+| 213 | `total_reimbursement_amount` | Total Reimbursement Amount |
+| 214 | `total_reimbursement_amt_pct` | Total Reimbursement Amt % |
+| 215 | `cashless_claim_amt` | Cashless Claim Amt |
+| 216 | `cashless_claim_amt_pct` | Cashless Claim Amt % |
+| 217 | `total_incurred_by_city` | Total Incurred by city |
+| 219 | `claim_amount_by_claim_status` | Claim Amount by Claim Status |
+| 220 | `hospitals_in_detail` | Hospitals in detail |
+| 221 | `hospital_city_wise_si_limit_pregnancy` | Hospital city wise SI Limit - Pregnancy |
+| 224 | `s_pregnancy_normal_delivery_exceeded_amt` | S-PREGNANCY - NORMAL DELIVERY Exceeded Amt |
+| 225 | `s_pregnancy_c_sec_avg_exceeded_amt` | S-Pregnancy C-Sec avg exceeded amt |
+| 228 | `cataract_exceeded_claim_amount` | Cataract exceeded claim amount |
+| 229 | `cataract_avg_exceeded_amount` | Cataract avg exceeded amount |
+| 230 | `hospital_city_wise_si_limit_cataract` | Hospital city wise SI Limit - Cataract |
+| 231 | `total_incurred_by_cliam_status` | Total Incurred by Cliam Status |
+
+> **Note:** KPIs 214 and 216 were renamed from the auto-generated slug to avoid collision with 213 and 215.
+
+---
+
+## Files
+
+| File | Purpose |
+|------|---------|
+| `app/Models/ClaimsCollectionV2DashboardModel.php` | 31 KPI query methods, `KPI_MAP`, `KPI_LABELS`, `getAllKpis()`, `getKpi()` |
+| `app/Controllers/ClaimsCollectionV2DashboardController.php` | `kpi()`, `all()`, `preview()`, `debug()` |
+| `app/Views/claims_collection_v2_dashboard.php` | Admin/FE debug preview UI (KPI card grid) |
+| `app/Config/Routes.php` | Both route groups (search `claims-collection-v2`) |
+| `tests/smoke_claims_collection_v2.php` | CLI smoke test — run: `php tests/smoke_claims_collection_v2.php 4687` |
+| `metabase_raw_queries.csv` | Source of truth for all SQL queries |
+
+---
+
+## FE integration notes
+
+- Call `all` once on dashboard mount; render each `data[method].rows` into its card.
+- Call `kpi/{slug}` for lazy/on-demand loading of individual cards.
+- `policy_id` should come from the HR session / selected policy context — never hardcoded.
+- All rows are raw arrays; formatting (currency, %, dates) is already applied inside the SQL (`FORMAT()`, `CONCAT()`).
+- `rows` may be empty `[]` if no claims exist for that policy — handle gracefully in UI.
+
+---
+
+## BE notes
+
+- To add a new KPI: add an entry to `KPI_MAP` + `KPI_LABELS` in the model and write the corresponding method `public function my_kpi(int $policyId): array`.
+- All queries use named binding `:policy_id:` (CodeIgniter style, replaces Metabase `{{policy_id}}`).
+- Literal `\t` / `\n` in CSV SQL is normalized in `runKpiQuery()` — safe to re-generate from CSV.
+- Run `php tests/smoke_claims_collection_v2.php {policy_id}` after any model change.

public/assets/js/pages/policy_transaction_endorsement_form_validation.js

@@ -47,12 +47,61 @@
         return true;
     }
 
+    function isExcludedCharsetField(el) {
+        if (!el) {
+            return false;
+        }
+        if ($(el).attr('data-parsley-exclude-charset') === 'true') {
+            return true;
+        }
+        var id = (el.id || '').toLowerCase();
+        var name = (el.name || '').toLowerCase();
+        return id === 'policy_no' || id === 'endorsement_no' ||
+            name === 'policy_no' || name === 'endorsement_no';
+    }
+
+    function clearExcludedFieldValidation($form) {
+        if (!$form || !$form.length) {
+            return;
+        }
+        $form.find('input, textarea, select').each(function () {
+            var el = this;
+            if (!isExcludedCharsetField(el)) {
+                return;
+            }
+            var $el = $(el);
+            $el.removeAttr('data-parsley-endorsementcharset');
+            $el.attr('data-parsley-validate', 'false');
+            $el.removeClass('parsley-error parsley-success');
+            $el.siblings('ul.parsley-errors-list').remove();
+            $el.closest('.form-group').find('ul.parsley-errors-list').remove();
+            if (typeof $el.parsley === 'function') {
+                try {
+                    var fieldInstance = $el.parsley();
+                    if (fieldInstance && typeof fieldInstance.reset === 'function') {
+                        fieldInstance.reset();
+                    }
+                    if (fieldInstance && typeof fieldInstance.destroy === 'function') {
+                        fieldInstance.destroy();
+                    }
+                } catch (e) {
+                    // no-op
+                }
+            }
+        });
+        refreshParsley($form);
+    }
+
     function registerValidator() {
         if (!isParsleyReady() || window.Parsley.__endorsementFormValidatorRegistered) {
             return;
         }
         window.Parsley.addValidator('endorsementcharset', {
             validateString: function (value) {
+                var el = this.$element && this.$element.length ? this.$element[0] : null;
+                if (isExcludedCharsetField(el)) {
+                    return true;
+                }
                 if (!value || String(value).trim() === '') {
                     return true;
                 }
@@ -85,6 +134,12 @@
                 return;
             }
 
+            if (isExcludedCharsetField(el)) {
+                $el.removeAttr('data-parsley-endorsementcharset');
+                $el.attr('data-parsley-validate', 'false');
+                return;
+            }
+
             if (isCharsetCandidate(el) || isDocumentNameField(el)) {
                 if (!$el.attr('data-parsley-endorsementcharset')) {
                     $el.attr('data-parsley-endorsementcharset', 'true');
@@ -144,7 +199,7 @@
     }
 
     function validateField(field) {
-        if (!field || isSkippableField(field) || !isParsleyReady()) {
+        if (!field || isSkippableField(field) || isExcludedCharsetField(field) || !isParsleyReady()) {
             return;
         }
         var $field = $(field);
@@ -181,6 +236,7 @@
 
         registerValidator();
         applyConstraints($form);
+        clearExcludedFieldValidation($form);
         refreshParsley($form);
         stripParsleyFormSubmitHandlers($form);
 
@@ -237,18 +293,14 @@
         initWithRetry(40);
     });
 
-    $(window).on('load', function () {
-        if (!isParsleyReady()) {
+    window.clearEndorsementExcludedFieldsValidation = function (formSelector) {
+        var sel = formSelector || '#endorsement_form_id';
+        var $form = $(sel);
+        if (!$form.length || !isParsleyReady()) {
             return;
         }
-        FORM_SELECTORS.forEach(function (selector) {
-            var $f = $(selector);
-            if ($f.length) {
-                refreshParsley($f);
-                stripParsleyFormSubmitHandlers($f);
-            }
-        });
-    });
+        clearExcludedFieldValidation($form);
+    };
 
     window.refreshEndorsementFormValidation = function (formSelector) {
         if (!formSelector || !isParsleyReady()) {
@@ -271,12 +323,32 @@
         stripOrphanParsleyUi($form);
         $form.removeData(LIVE_VALIDATE_DATA);
         try {
+            clearExcludedFieldValidation($form);
             refreshParsley($form);
             stripParsleyFormSubmitHandlers($form);
         } catch (e2) {
             // no-op
         }
     };
+
+    // form-validation.init.js binds all .parsley-examples after this script loads
+    $(window).on('load', function () {
+        window.setTimeout(function () {
+            if (!isParsleyReady()) {
+                return;
+            }
+            FORM_SELECTORS.forEach(function (selector) {
+                var $f = $(selector);
+                if (!$f.length) {
+                    return;
+                }
+                applyConstraints($f);
+                clearExcludedFieldValidation($f);
+                refreshParsley($f);
+                stripParsleyFormSubmitHandlers($f);
+            });
+        }, 0);
+    });
 })(function () {
     return window.jQuery;
 });

tests/smoke_claims_collection_v2.php

@@ -0,0 +1,156 @@
+<?php
+/**
+ * One-off smoke test: Claims Collection V2 dashboard.
+ * Run: php tests/smoke_claims_collection_v2.php [policy_id]
+ */
+
+declare(strict_types=1);
+
+ob_start();
+
+define('FCPATH', __DIR__ . '/../public/');
+chdir(FCPATH);
+
+require FCPATH . '../app/Config/Paths.php';
+$paths = new Config\Paths();
+require rtrim($paths->systemDirectory, '\\/ ') . DIRECTORY_SEPARATOR . 'bootstrap.php';
+require_once SYSTEMPATH . 'Config/DotEnv.php';
+(new CodeIgniter\Config\DotEnv(ROOTPATH))->load();
+
+defined('ENVIRONMENT') || define('ENVIRONMENT', env('CI_ENVIRONMENT', 'development'));
+
+$boot = APPPATH . 'Config/Boot/' . ENVIRONMENT . '.php';
+if (is_file($boot)) {
+    require_once $boot;
+}
+
+// Load autoloaded services without full HTTP stack.
+helper('url');
+
+use App\Controllers\ClaimsCollectionV2DashboardController;
+use App\Models\ClaimsCollectionV2DashboardModel;
+use Config\Services;
+
+$policyId = isset($argv[1]) ? (int) $argv[1] : 4687;
+$pass     = 0;
+$fail     = 0;
+$results  = [];
+
+function ok(string $label, bool $cond, string $detail = ''): void
+{
+    global $pass, $fail, $results;
+    if ($cond) {
+        $pass++;
+        $results[] = '[PASS] ' . $label . ($detail ? " — {$detail}" : '');
+    } else {
+        $fail++;
+        $results[] = '[FAIL] ' . $label . ($detail ? " — {$detail}" : '');
+    }
+}
+
+$model  = new ClaimsCollectionV2DashboardModel();
+$kpiMap = ClaimsCollectionV2DashboardModel::KPI_MAP;
+
+ok('KPI_MAP count', count($kpiMap) === 31, (string) count($kpiMap));
+
+$uniqueMethods = array_unique(array_values($kpiMap));
+ok('unique KPI method names', count($uniqueMethods) === 31, count($uniqueMethods) . ' methods');
+
+foreach (['policy_exposure_summary', 'incurred_ratio'] as $slug) {
+    ok("slug map contains {$slug}", in_array($slug, $kpiMap, true));
+}
+ok('id 207 maps to incurred_ratio', ($kpiMap[207] ?? '') === 'incurred_ratio');
+ok('id 181 maps to policy_exposure_summary', ($kpiMap[181] ?? '') === 'policy_exposure_summary');
+
+try {
+    $rows = $model->policy_exposure_summary($policyId);
+    ok('model policy_exposure_summary', is_array($rows), 'rows=' . count($rows));
+} catch (Throwable $e) {
+    ok('model policy_exposure_summary', false, $e->getMessage());
+}
+
+try {
+    $rows = $model->getKpi('incurred_ratio', $policyId);
+    ok('model getKpi(incurred_ratio)', is_array($rows), 'rows=' . count($rows));
+} catch (Throwable $e) {
+    ok('model getKpi(incurred_ratio)', false, $e->getMessage());
+}
+
+$request  = Services::request(null, false);
+$response = Services::response();
+$request->setGlobal('get', ['client_policy' => (string) $policyId]);
+
+$controller = new ClaimsCollectionV2DashboardController();
+$controller->initController($request, $response, service('logger'));
+
+$slugResp = json_decode($controller->kpi('incurred_ratio')->getJSON(), true);
+ok('controller kpi by slug', ($slugResp['status'] ?? false) === true && ($slugResp['kpi'] ?? '') === 'incurred_ratio');
+
+$idResp = json_decode($controller->kpi('207')->getJSON(), true);
+ok('controller kpi by id 207', ($idResp['status'] ?? false) === true && ($idResp['kpi_id'] ?? 0) === 207);
+
+$badResp = json_decode($controller->kpi('not_a_kpi')->getJSON(), true);
+ok('controller unknown kpi 404', ($badResp['status'] ?? true) === false);
+
+$allResp = json_decode($controller->all()->getJSON(), true);
+ok('controller all KPIs', ($allResp['status'] ?? false) === true && count($allResp['data'] ?? []) === 31);
+
+$debugOut = $controller->debug($policyId);
+$debugBody = is_string($debugOut) ? $debugOut : $debugOut->getBody();
+$debugJson = json_decode($debugBody, true);
+ok('controller debug JSON', ($debugJson['status'] ?? false) === true && isset($debugJson['data']));
+
+$previewOut = $controller->preview($policyId);
+$previewHtml = is_string($previewOut) ? $previewOut : $previewOut->getBody();
+ok('controller preview HTML', str_contains($previewHtml, 'Claims Collection V2') && str_contains($previewHtml, 'kpi-grid'));
+
+$routeCollection = Services::routes(true);
+$mvcRoutes = [];
+$jwtRoutes = [];
+foreach ($routeCollection->getRoutes('get') as $pattern => $handler) {
+    if (! str_contains($pattern, 'claims-collection-v2')) {
+        continue;
+    }
+    if (str_starts_with($pattern, 'util/')) {
+        $mvcRoutes[] = $pattern;
+    }
+    if (str_starts_with($pattern, 'employeeRest/')) {
+        $jwtRoutes[] = $pattern;
+    }
+}
+
+ok('MVC claims-collection-v2 routes registered', count($mvcRoutes) >= 5, implode(', ', $mvcRoutes) ?: 'none');
+ok('JWT claims-collection-v2 routes registered', count($jwtRoutes) >= 5, implode(', ', $jwtRoutes) ?: 'none');
+
+$baseUrl = rtrim((string) env('app.baseURL', ''), '/');
+if ($baseUrl !== '') {
+    $results[] = '';
+    $results[] = '=== HTTP auth gate checks (no session/token) ===';
+    $urls = [
+        'MVC preview' => $baseUrl . '/util/claims-collection-v2/preview?client_policy=' . $policyId,
+        'MVC kpi slug' => $baseUrl . '/util/claims-collection-v2/kpi/incurred_ratio?client_policy=' . $policyId,
+        'MVC kpi id' => $baseUrl . '/util/claims-collection-v2/kpi/207?client_policy=' . $policyId,
+        'MVC debug' => $baseUrl . '/util/claims-collection-v2/debug?client_policy=' . $policyId,
+        'JWT kpi slug' => $baseUrl . '/employeeRest/claims-collection-v2/kpi/incurred_ratio?client_policy=' . $policyId,
+        'JWT debug' => $baseUrl . '/employeeRest/claims-collection-v2/debug?client_policy=' . $policyId,
+    ];
+    foreach ($urls as $label => $url) {
+        $ctx = stream_context_create(['http' => ['ignore_errors' => true, 'timeout' => 10]]);
+        $body = @file_get_contents($url, false, $ctx);
+        $code = 0;
+        if (isset($http_response_header[0]) && preg_match('/\s(\d{3})\s/', $http_response_header[0], $m)) {
+            $code = (int) $m[1];
+        }
+        $blocked = in_array($code, [401, 403, 302, 303], true);
+        $reachable = $code >= 200 && $code < 500;
+        ok("HTTP {$label} (" . ($code ?: 'no connection') . ')', $blocked || $reachable, $url);
+    }
+} else {
+    $results[] = '[SKIP] HTTP checks — app.baseURL not set in .env';
+}
+
+ob_end_clean();
+echo '=== Claims Collection V2 smoke test (policy_id=' . $policyId . ') ===' . PHP_EOL . PHP_EOL;
+echo implode(PHP_EOL, $results) . PHP_EOL;
+echo PHP_EOL . "=== Summary: {$pass} passed, {$fail} failed ===" . PHP_EOL;
+exit($fail > 0 ? 1 : 0);