CHANGE_BDS_CR : RV

app/Config/Routes.php

@@ -336,6 +336,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->post('get_data_for_mapping', 'EmployeeController::getDataForMapping');
     $routes->post('unmap_employees/(:num)', 'EmployeeController::unmapEmployees/$1');
     $routes->get('transformMailContent', 'LeadsController::transformMailContent');
+    $routes->get('getCDAmount', 'ClientController::getCDAmount');
 });
 
 $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {

app/Controllers/ClientController.php

@@ -256,49 +256,49 @@ class ClientController extends AdminController
                 // print_r($wholeData); die;
 
                 if($mail_active > 0){
-                    // $mail_send_return =  MailHelper::send_email($wholeData[0]);
+                    $mail_send_return =  MailHelper::send_email($wholeData[0]);
                     $this->myLogger->logme("info", $mail_send_return);
                 }
 
-                if (isset($wholeData[0])) {
+                // if (isset($wholeData)) {
                     
-                    $params['common']['mail_type'] = 'account_maneger_summary_mail';
+                //     $params['common']['mail_type'] = 'account_maneger_summary_mail';
-                    $account_manager_wholeData =sendMailNotification::sendMailNotification('account_maneger_summary_mail', $params);
+                //     $account_manager_wholeData =sendMailNotification::sendMailNotification('account_maneger_summary_mail', $params);
-                    // print_r($account_manager_wholeData); die;
+                //     // print_r($account_manager_wholeData); die;
 
-                    if($account_manager_wholeData != null && $account_manager_wholeData != '' && count($account_manager_wholeData))
+                //     if($account_manager_wholeData != null && $account_manager_wholeData != '' && count($account_manager_wholeData))
-                    {   
+                //     {   
-                        if($mail_active > 0){
+                //         if($mail_active > 0){
 
-                            foreach ($account_manager_wholeData as $key => $value) {
+                //             foreach ($account_manager_wholeData as $key => $value) {
-                                // $mail_send_return1 =  MailHelper::send_email($value);
+                //                 // $mail_send_return1 =  MailHelper::send_email($value);
-                                $this->myLogger->logme("info", $mail_send_return1);
+                //                 $this->myLogger->logme("info", $mail_send_return1);
-                            }
+                //             }
 
-                        }
+                //         }
 
-                    }else{
+                //     }else{
-                        $this->myLogger->logme("error", 'Account Manager Mail Configuration not Enable for this client');
+                //         $this->myLogger->logme("error", 'Account Manager Mail Configuration not Enable for this client');
-                    }
+                //     }
 
-                    $params['common']['mail_type'] = 'client_hr_summary_mail';
+                //     $params['common']['mail_type'] = 'client_hr_summary_mail';
-                    $client_hr_wholeData =sendMailNotification::sendMailNotification('client_hr_summary_mail', $params);
+                //     $client_hr_wholeData =sendMailNotification::sendMailNotification('client_hr_summary_mail', $params);
-                    // print_r($client_hr_wholeData); die;
+                //     // print_r($client_hr_wholeData); die;
 
-                    if($client_hr_wholeData != null && $client_hr_wholeData != '' &&count($client_hr_wholeData))
+                //     if($client_hr_wholeData != null && $client_hr_wholeData != '' &&count($client_hr_wholeData))
-                    {  
+                //     {  
-                        if($mail_active > 0){
+                //         if($mail_active > 0){
 
-                            foreach ($client_hr_wholeData as $key => $value) {
+                //             foreach ($client_hr_wholeData as $key => $value) {
-                                // $mail_send_return2 = MailHelper::send_email($value);
+                //                 // $mail_send_return2 = MailHelper::send_email($value);
-                                $this->myLogger->logme("info", $mail_send_return2);
+                //                 $this->myLogger->logme("info", $mail_send_return2);
-                            }
+                //             }
-                        }
+                //         }
 
-                    }else{
+                //     }else{
-                        $this->myLogger->logme("error", 'Client HR Mail Configuration not Enable for this client');
+                //         $this->myLogger->logme("error", 'Client HR Mail Configuration not Enable for this client');
-                    }
+                //     }
-                }
+                // }
 
             }else{
                 $this->myLogger->logme("error", 'Member Review Mail Configuration not Enable for this client');
@@ -3529,7 +3529,10 @@ class ClientController extends AdminController
 
     public function getCDAccNoByClientAndInsurer($client, $insurer)
     {
-        $cdmData = $this->CDMasterModel->where('client_id', $client)->where('insurer_id', $insurer)->findAll();
+        $cdmData = $this->CDMasterModel
+                        ->where('client_id', $client)
+                        ->where('insurer_id', $insurer)
+                        ->findAll();
 
         if ($cdmData) {
             return $this->respond(['status' => true, 'data' => $cdmData], 200);
@@ -4086,4 +4089,21 @@ class ClientController extends AdminController
         }
     }
 
+    public function getCDAmount()
+    {
+        $cd_ac_pk = $this->request->getGet('cd_ac_pk');
+
+        $cd_amount = $this->clientDepositModel
+                ->where('is_active', 1)
+                ->where('cd_ac_pk', $cd_ac_pk)
+                ->orderBy('id', 'desc')
+                ->first();
+
+        if($cd_amount){
+            return $this->respond(['status' => true, 'code' => 200, 'data' => $cd_amount], 200);
+        } else {
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
+        }
+    }  
+
 }

app/Controllers/PolicyTransactionController.php

@@ -121,6 +121,7 @@ class PolicyTransactionController extends BaseController
             'cancelled' => 'Cancelled',
             'instalment_pending' => 'Instalment Pending',
             'completed' => 'Completed',
+            'lost' => 'Lost',
         ];
         $data['invoice_status_array'] = [
             'yet_to_generate' => 'Pending',
@@ -291,6 +292,12 @@ class PolicyTransactionController extends BaseController
             $data['rollover_date'] = null;        
         }
 
+        if(empty($data['last_action_date'])){
+            $data['last_action_date'] = null;
+        }else{
+            $data['last_action_date'] = change_date_format($data['last_action_date']);
+        }
+
 
         // Separate Insurer and TPA Branch IDs and IDs
         if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
@@ -321,6 +328,12 @@ class PolicyTransactionController extends BaseController
             $data['same_as_proposer'] = 1;
         }
 
+        if (!isset($data['policy_with_corr'])) {
+            $data['policy_with_corr'] = 0;
+        } elseif ($data['policy_with_corr']) {
+            $data['policy_with_corr'] = 1;
+        }
+
         if($data['ct_type'] == ""){
             $data['ct_type'] = 1;
         }
@@ -343,7 +356,7 @@ class PolicyTransactionController extends BaseController
 
         $insert = $this->policyTransactionModel->insert($data);
         if ($insert) {
-            $this->insertTransactionStatus($insert, $data['status'], 1);
+            $this->insertTransactionStatus($insert, $data, 1);
             $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
 
             if(isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])){
@@ -379,7 +392,7 @@ class PolicyTransactionController extends BaseController
     {   
         if ($this->policyTransactionModel->update($id, $data)) {
     
-            $this->insertTransactionStatus($id, $data['status'], 1);
+            $this->insertTransactionStatus($id, $data, 1);
             $emp_data = $this->processInsertIndividualMemberInEmpTable($data);
     
             if (isset($data['follow_insurer_id']) && !empty($data['follow_insurer_id'][0])) {
@@ -478,7 +491,8 @@ class PolicyTransactionController extends BaseController
                     'created_by' => get_session_userid() ?? null,
                     'updated_by' => get_session_userid() ?? null,
                     'id' => $data['co_share_id'][$index] ?? null, // Assuming this is the ID to identify existing records
-                    'follower_policy_no' => $data['follower_policy_no'][$index] ?? null, // Assuming this is the ID to identify existing records
+                    'follower_policy_no' => $data['follower_policy_no'][$index] ?? null, 
+                    'non_comm_per_amt' => $data['non_comm_per_amt'][$index] ?? null, 
                 ];
             }
 
@@ -540,11 +554,12 @@ class PolicyTransactionController extends BaseController
         ];
     }
     
-    private function insertTransactionStatus($policyTranId, $status, $statusType)
+    private function insertTransactionStatus($policyTranId, $data, $statusType)
     {
         $statusData = [
             'policy_tran_id' => $policyTranId,
-            'status' => $status,
+            'status' => $data['status'],
+            'last_action_date' => $data['last_action_date'],
             'status_type' => $statusType,
             'created_by' => get_session_userid(),
         ];
@@ -691,6 +706,15 @@ class PolicyTransactionController extends BaseController
                         client_policy.policy_type_id as master_policy_type_id,
                         client_policy.is_addon,
                         client_policy.base_policy,
+                        ( 
+                            select last_action_date
+                            from policy_transaction_status
+                            where policy_tran_id = policy_transaction.id
+                            and status = policy_transaction.status
+                            order by id desc
+                            limit 1
+
+                        ) as last_action_date
                     ')
                 ->join('clients', 'clients.id = policy_transaction.client_id')
                 ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
@@ -756,6 +780,10 @@ class PolicyTransactionController extends BaseController
             if(!empty($data['endorse_eff_date'])){
                 $data['endorse_eff_date'] =  change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
             }
+
+            if(!empty($data['last_action_date'])){
+                $data['last_action_date'] =  change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+            }
     
             if(!empty($data['month'])){
                 $data['month'] =  change_date_format($data['month'], 'Y-m-d', 'M/Y');
@@ -803,7 +831,110 @@ class PolicyTransactionController extends BaseController
                         WHERE
                             co_share_stmt_details.co_share_id = pt_co_share_details.id
                             AND co_share_stmt_details.is_active = 1
-                    ) AS record_count
+                    ) AS record_count,
+
+                        (
+                            SELECT 
+                                SUM(actual_bp_amt) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_bp_amount,
+                        
+                        (
+                            SELECT 
+                                SUM(actual_tp_amt) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_tp_amount,
+                        
+                        (
+                            SELECT 
+                                SUM(actual_tep_amt) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_tep_amount,
+                        
+                        (
+                            SELECT 
+                                SUM(actual_bp_per) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_bp_percentage,
+                        
+                        (
+                            SELECT 
+                                SUM(actual_tp_per) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_tp_percentage,
+                        
+                        (
+                            SELECT 
+                                SUM(actual_tep_per) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_tep_percentage,
+                        
+                        
+                        (
+                            SELECT 
+                                SUM(actual_bp_brokerage_amt) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_bp_brokerage_amount,
+                        
+                        
+                        (
+                            SELECT 
+                                SUM(actual_tp_brokerage_amt) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_tp_brokerage_amount,
+                        
+                        
+                        (
+                            SELECT 
+                                SUM(actual_tep_brokerage_amt) 
+                            FROM 
+                                co_share_stmt_details 
+                            WHERE 
+                                co_share_id = pt_co_share_details.id 
+                                AND is_active = 1
+                                
+                        ) AS actual_tep_brokerage_amount
+
                 ")
                 ->where('pt_id', $id)
                 ->where('is_active', 1)
@@ -965,25 +1096,40 @@ class PolicyTransactionController extends BaseController
         // $month = '01-'.$data['month'];
         // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month)); 
 
+        if (!isset($data['policy_with_corr'])) {
+            $data['policy_with_corr'] = 0;
+        } elseif ($data['policy_with_corr']) {
+            $data['policy_with_corr'] = 1;
+        }
 
 
         if(!empty($data['data_received_date'])){
             $data['data_received_date'] =  change_date_format($data['data_received_date'], 'd/m/Y', 'Y-m-d');
         }
 
-        if(!empty($data['closure_date'])){
+        if(!empty($data['policy_issue_date'])){
-            $data['closure_date'] =  change_date_format($data['closure_date'], 'd/m/Y', 'Y-m-d');
+            $data['policy_issue_date'] =  change_date_format($data['policy_issue_date'], 'd/m/Y', 'Y-m-d');
         }
 
         if(!empty($data['endorse_eff_date'])){
             $data['endorse_eff_date'] =  change_date_format($data['endorse_eff_date'], 'd/m/Y', 'Y-m-d');
         }
 
+        if(!empty($data['install_due_date'])){
+            $data['install_due_date'] =  change_date_format($data['install_due_date'], 'd/m/Y', 'Y-m-d');
+        }
+
         if(!empty($data['month'])){
             $month = '01/'.$data['month'];
             $data['month'] =  change_date_format($month, 'd/M/Y', 'Y-m-d');
         }
 
+        if(empty($data['last_action_date'])){
+            $data['last_action_date'] = null;
+        }else{
+            $data['last_action_date'] = change_date_format($data['last_action_date']);
+        }
+
         // print_r($data); die;   
 
         // Separate Insurer and TPA Branch IDs and IDs
@@ -1014,11 +1160,10 @@ class PolicyTransactionController extends BaseController
                 'issuer' => $issue_type['issuer'] ?? null,
                 'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
                 'policy_type_id' => $issue_type['policy_type_id'] ?? null,
-                'policy_type_id' => $issue_type['policy_type_id'] ?? null,
                 'issue_type' => $issue_type['issue_type'] ?? null,
                 'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
                 'cd_ac_no' => $issue_type['issue_type'] ?? null,
-                'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
+                // 'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
                 'policy_start_date' => $issue_type['policy_start_date'] ?? null,
                 'policy_end_date' => $issue_type['policy_end_date'] ?? null,
                 'revenue_type' =>  $issue_type['revenue_type'] ?? null,
@@ -1061,7 +1206,7 @@ class PolicyTransactionController extends BaseController
 
         if ($insert) {
 
-            $this->insertTransactionStatus($insert, $data['status'], 1);
+            $this->insertTransactionStatus($insert, $data, 1);
             $this->handleCompletedStatus($data, $insert);
             $this->insertOrUpdateCoShareDetails($data, $insert);
 
@@ -1076,7 +1221,7 @@ class PolicyTransactionController extends BaseController
         $update = $this->policyTransactionModel->where('id', $id)->set($data)->update();
 
         if ($update) {
-            $this->insertTransactionStatus($id, $data['status'], 1);
+            $this->insertTransactionStatus($id, $data, 1);
             $this->handleCompletedStatus($data, $id);
             $this->insertOrUpdateCoShareDetails($data, $id);
 
@@ -1122,6 +1267,15 @@ class PolicyTransactionController extends BaseController
                         policy_transaction.*, 
                         clients.short_name as client_short_name, 
                         clients.client_type, 
+                        ( 
+                            select last_action_date
+                            from policy_transaction_status
+                            where policy_tran_id = policy_transaction.id
+                            and status = policy_transaction.status
+                            order by id desc
+                            limit 1
+
+                        ) as last_action_date
                     ')
                 ->join('clients', 'clients.id = policy_transaction.client_id')
                 ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
@@ -1152,22 +1306,151 @@ class PolicyTransactionController extends BaseController
             $data['data_received_date'] =  change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['closure_date'])){
+        if(!empty($data['policy_issue_date'])){
-            $data['closure_date'] =  change_date_format($data['closure_date'], 'Y-m-d', 'd/m/Y');
+            $data['policy_issue_date'] =  change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
         }
 
         if(!empty($data['endorse_eff_date'])){
             $data['endorse_eff_date'] =  change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
         }
 
+        if(!empty($data['install_due_date'])){
+            $data['install_due_date'] =  change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
+        }
+
+        if(!empty($data['last_action_date'])){
+            $data['last_action_date'] =  change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
+        }
+
         if(!empty($data['month'])){
             $data['month'] =  change_date_format($data['month'], 'Y-m-d', 'M/Y');
         }
 
         // print_r($data); die;
 
+        //get PT Co-Share Details
+        $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
 
-        $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
+                    ->select("
+                        pt_co_share_details.*,
+                
+                        (
+                            SELECT
+                                COUNT(*)
+                            FROM
+                                co_share_stmt_details
+                            WHERE
+                                co_share_stmt_details.co_share_id = pt_co_share_details.id
+                                AND co_share_stmt_details.is_active = 1
+                        ) AS record_count,
+    
+                            (
+                                SELECT 
+                                    SUM(actual_bp_amt) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_bp_amount,
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_tp_amt) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_tp_amount,
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_tep_amt) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_tep_amount,
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_bp_per) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_bp_percentage,
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_tp_per) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_tp_percentage,
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_tep_per) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_tep_percentage,
+                            
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_bp_brokerage_amt) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_bp_brokerage_amount,
+                            
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_tp_brokerage_amt) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_tp_brokerage_amount,
+                            
+                            
+                            (
+                                SELECT 
+                                    SUM(actual_tep_brokerage_amt) 
+                                FROM 
+                                    co_share_stmt_details 
+                                WHERE 
+                                    co_share_id = pt_co_share_details.id 
+                                    AND is_active = 1
+                                    
+                            ) AS actual_tep_brokerage_amount
+    
+                    ")
+        ->where('pt_id', $id)
+        ->where('is_active', 1)
+        ->orderBy('id', 'asc')
+        ->findAll();
 
         // print_r($data['endorse_eff_date']); die;
 
@@ -1295,7 +1578,23 @@ class PolicyTransactionController extends BaseController
     public function getPTCOShareCount($client_id, $client_policy_id)
     {
         $totalCount = $this->PTCOShareDetailsModel
-            ->select('pt_co_share_details.*')
+            ->select("
+                    pt_co_share_details.*,
+                    policy_transaction.bro_payable_by,
+                    (
+                        select cd_ac_no
+                        from cd_master
+                        where id = policy_transaction.cd_ac_pk
+                    ) as cd_account_no,
+                    (
+                        select balance
+                        from cash_deposit
+                        where cd_ac_pk = policy_transaction.cd_ac_pk
+                        and is_active = 1
+                        order by id desc
+                        limit 1
+                    ) as cd_amount,
+                ")
             ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
             ->where('policy_transaction.client_id', $client_id)
             ->where('policy_transaction.client_policy_id', $client_policy_id)

app/Helpers/sendMailNotification.php

@@ -189,7 +189,7 @@ class sendMailNotification
                 $emp_code = '';
 
                 // echo '<pre>';
-                // print_r($array_list); die;
+                // dd($array_list); die;
 
                
 
@@ -204,6 +204,7 @@ class sendMailNotification
                         $policy_name = '';
                         $is_addon = '';
                         $rowspan = count($item) ?? 2;
+                        $is_si_set = 0;
                         
                         foreach ($item as $inner_item) {
 
@@ -262,7 +263,23 @@ class sendMailNotification
                             if($policy_premium_data['premium_type'] == 2){
                                 $temp_data .= '<td>' . $si . '</td>';
                             }else{
-                                $temp_data .= (($si != 0 && count($item) != 1) ? ('<td rowspan='.$rowspan.'>' . $si . '</td>') : ($si == 0 ? "" : '<td>' . $si . '</td>') );
+                                // $temp_data .= (($si != 0 && count($item) != 1) ? ('<td rowspan='.$rowspan.'>' . $si . '</td>') : ($si == 0 ? "" : '<td>' . $si . '</td>') );
+                                
+                                if ($si != 0 && count($item) != 1 && $is_si_set == 0) {
+                                    
+                                    $temp_data .= '<td rowspan=' . $rowspan . '>' . $si . '</td>';
+                                    $is_si_set = 1;
+
+                                } else {
+
+                                    if ($is_si_set == 1) {
+                                        $temp_data .= '';
+                                    } else {
+                                        $temp_data .= '<td>' . $si . '</td>';
+                                    }
+                                }     
+                                
+
                             }
                                             
                             // Only Display SI Topup and Dependent Addon 

app/Helpers/utility_helper.php

@@ -544,6 +544,9 @@ if (!function_exists('change_date_format')) {
             'Y/m/d',     // 2024/12/01
             'Y.m.d',     // 2024.12.01
             'Y,m,d',     // 2024,12,01
+
+            'd/m/Y',     // 01/01/2025
+
         ];
 
         try {

app/Models/PTCOShareDetailsModel.php

@@ -65,6 +65,7 @@ class PTCOShareDetailsModel extends Model
         'cop_amt',
         'statement_id',
         'follower_policy_no',
+        'non_comm_per_amt',
     ];
 
     public function getNonReconcileredPolicyTransactions(string $insurer_id,string $insurer_branch_id)

app/Models/PolicyTransactionModel.php

@@ -76,7 +76,9 @@ class PolicyTransactionModel extends Model
         'ct_tran_id',
         'remarks',
         'month',
-        'cd_ac_pk'
+        'cd_ac_pk',
+        'install_due_date',
+        'policy_with_corr',
     ];
     
 

app/Models/PolicyTransactionStatusModel.php

@@ -20,6 +20,7 @@ class PolicyTransactionStatusModel extends Model
         'created_at',
         'created_by',
         'is_active',
+        'last_action_date',
     ];
 
     // Callbacks

app/Views/policy_transaction_endorsement_list.php

@@ -105,6 +105,68 @@ custom-dropdown-menu {
 
 </style>
 
+<style>
+    .switch {
+    position: relative;
+    display: inline-block;
+    width: 54px;
+    height: 34px;
+    }
+
+    .switch input { 
+    opacity: 0;
+    width: 0;
+    height: 0;
+    }
+
+    .slider {
+    position: absolute;
+    cursor: pointer;
+    top: 0;
+    left: 0;
+    right: 0;
+    bottom: 0;
+    background-color: #ccc;
+    -webkit-transition: .4s;
+    transition: .4s;
+    }
+
+    .slider:before {
+    position: absolute;
+    content: "";
+    height: 19px;
+    width: 19px;
+    left: 4px;
+    bottom: 4px;
+    background-color: white;
+    -webkit-transition: .4s;
+    transition: .4s;
+    }
+
+    input:checked + .slider {
+    background-color: #2196F3;
+    }
+
+    input:focus + .slider {
+    box-shadow: 0 0 1px #2196F3;
+    }
+
+    input:checked + .slider:before {
+    -webkit-transform: translateX(26px);
+    -ms-transform: translateX(26px);
+    transform: translateX(26px);
+    }
+
+    /* Rounded sliders */
+    .slider.round {
+    border-radius: 34px;
+    }
+
+    .slider.round:before {
+    border-radius: 50%;
+    }
+</style>
+
 <div class="row" id="endorsement_filter">
     <div class="col-12" style="margin-top: -12px;">
         <div id="accordion" class="mb-3">
@@ -257,7 +319,7 @@ custom-dropdown-menu {
                             <th>Data Recived Date</th>
                             <th>No of Insured</th>
                             <th>No of Dependence</th>
-                            <th>Closure Date</th>
+                            <th>Policy Issue Date</th>
                             <th>Status</th>
                             <th>Action</th>
                         </tr>
@@ -276,7 +338,7 @@ custom-dropdown-menu {
                             <td><?php echo empty($row['data_received_date']) ? '' : date('d/m/Y', strtotime($row['data_received_date'])); ?></td>
                             <td class="right-align-input"><?php echo $row['emp_count']; ?></td>
                             <td class="right-align-input"><?php echo $row['dependent_count']; ?></td>
-                            <td><?php echo empty($row['closure_date']) ? '' : date('d/m/Y', strtotime($row['closure_date'])); ?></td>
+                            <td><?php echo empty($row['policy_issue_date']) ? '' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
                             <td><?php echo $policy_status[$row['status']]; ?></td>
 
                             <td>
@@ -478,8 +540,20 @@ document.addEventListener("DOMContentLoaded", function () {
             }
         });
 
+        var last_action_date = flatpickr("#last_action_date", {
+            dateFormat: "d/m/Y", // Display format in DD/MM/YYYY
+            defaultDate: today, // Today's date as the default value
+            allowInput: false,
+            maxDate: today // Disallow future dates
+        });
 
-        var closure_date = flatpickr("#closure_date", {
+
+        // var closure_date = flatpickr("#policy_issue_date", {
+        //     dateFormat: "d/m/Y",
+        //     allowInput: false
+        // });
+
+        var install_due_date = flatpickr("#install_due_date", {
             dateFormat: "d/m/Y",
             allowInput: false
         });

app/Views/policy_transaction_inception_list.php

@@ -191,7 +191,7 @@ table.dataTable tbody td {
                                 <div class="form-group col-md-3">
                                     <label for="client_branch">Issuer<span class="text-danger">*</span></label>
                                     <select class="form-control" id="issuer_for_search" name="issuer" required>
-                                        <option value="0">Select Issure</option>
+                                        <option value="0">Select Issuer</option>
                                         <?php
                                             if (isset($issuer) && count($issuer)) {
                                                 foreach ($issuer as $key => $value) {
@@ -279,7 +279,7 @@ table.dataTable tbody td {
                             <tr>
                                 <th><div class="column-header">S.No.</div></th>
                                 <th><div class="column-header">Issuer</div></th>
-                                <th><div class="column-header">Issuing Type</div></th>
+                                <th><div class="column-header">Business Type</div></th>
                                 <th><div class="column-header">Client Type</div></th>
                                 <th><div class="column-header">Client / Branch</div></th>
                                 <th><div class="column-header">Insurer</div></th>
@@ -1245,11 +1245,17 @@ $('#issue_type').change(function(){
 
     if(value == 1){
         $('#revenue_type').val('NA');
+        $('#revenue_type option[value="NA"]').show();
+        $('#revenue_type option[value="EANR"]').show();
+        $('#revenue_type option[value="EA"]').hide();
     }
 
     if(value == 2){
         $('#revenue_type').val('EA')
         $('#renewal').show()
+        $('#revenue_type option[value="EA"]').show();
+        $('#revenue_type option[value="NA"]').hide();
+        $('#revenue_type option[value="EANR"]').hide();
         // $('.sded_dates').show()
         // $('#source_client_policy_id').attr('required', true)
     }else{
@@ -1258,6 +1264,12 @@ $('#issue_type').change(function(){
         // $('#source_client_policy_id').attr('required', false)
         $('#policy_start_date').val('');
         $('#policy_end_date').val('');
+        $('#revenue_type').val('');
+        $('#revenue_type option[value="EA"]').hide();
+        $('#revenue_type option[value="NA"]').show();
+        $('#revenue_type option[value="EANR"]').show();
+
+
     }
 
     if(value == 3){