CHANGE_BDS_REPORT_PREMIUM_CALC_VARIENCE_RPORT_AND_OTHERS : RV

app/Config/Routes.php

@@ -327,6 +327,9 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get('view_log/(:any)', 'EmployeeController::viewLog/$1');
     $routes->get('download_log/(:any)', 'EmployeeController::downloadLog/$1');
     $routes->post('checkDuplicateTableFieldValue', 'ClientController::checkDuplicateTableFieldValue');
+    $routes->get('getCoShareStatementDetails/(:any)', 'PolicyTransactionController::getCoShareStatementDetails/$1');
+    $routes->get('getClientPolicyDataBasedOnClientAndInsuer', 'PolicyTransactionController::getClientPolicyDataBasedOnClientAndInsuer');
+    $routes->get('checkCDAmountForBasePremium', 'PolicyTransactionController::checkCDAmountForBasePremium');
 });
 
 $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {

app/Controllers/ClientController.php

@@ -3298,11 +3298,10 @@ class ClientController extends AdminController
 
     public function getClientAndBranchAndPolicy()
     {
+        // ---------for client-----------------------------------------------------------------------------
+
         $clients = $this->clientModel->where('is_active', 1)->findAll();
-        $vehicles = $this->vehicleModel
-            ->select('vehicle.*, clients.client_type')
-            ->join('clients', 'clients.id=vehicle.owner')
-            ->where('vehicle.is_active', 1)->findAll();
+
         $clientIds = array_column($clients, 'id');
 
         // Fetch branches in a single query
@@ -3311,6 +3310,29 @@ class ClientController extends AdminController
             ->where('is_active', 1)
             ->findAll();
 
+        // -----------for vehicle ---------------------------------------------------------------------------
+
+        $vehicles = $this->vehicleModel
+        ->select('vehicle.*, clients.client_type')
+        ->join('clients', 'clients.id=vehicle.owner')
+        ->where('vehicle.is_active', 1)->findAll();
+
+        // -----------for Insurer ---------------------------------------------------------------------------
+
+        //fetch all insurer data
+        $insurers = $this->insurerModel->where('is_active', 1)->findAll();
+
+        //map the insurer primary key to column 
+        $insurersIds = array_column($insurers, 'id');
+
+        // Fetch insurer branches in a single query
+        $insurerBranches = $this->insurerBranchModel
+            ->whereIn('insurer_id', $insurersIds)
+            ->where('is_active', 1)
+            ->findAll();
+
+        // -----------for Policy ---------------------------------------------------------------------------
+
         // Fetch policies in a single query
         $policies = $this->clientPolicyModel
             ->select("
@@ -3329,16 +3351,26 @@ class ClientController extends AdminController
             ->where('client_policy.is_active', 1)
             ->findAll();
 
+        // --------------------------------------------------------------------------------------
+
         $branchList = [];
         $policyList = [];
         $policyListByClient = [];
         $unitList = [];
+        $insurerBranchList = [];
 
+        //for client branch mapping to the client
         foreach ($branches as $branch) {
             $branchList[$branch['client_id']][] = $branch;
             $unitList[$branch['id']][] = json_decode($branch['units']);
         }
 
+        //for insurer branch mapping to the insurer
+        foreach ($insurerBranches as $branch) {
+            $insurerBranchList[$branch['insurer_id']][] = $branch;
+        }
+
+        //for client policy mapping to the branch and client
         foreach ($policies as $policy) {
             $policyList[$policy['client_branch_id']][] = $policy;
             $policyListByClient[$policy['client_id']][] = $policy;
@@ -3349,6 +3381,7 @@ class ClientController extends AdminController
             }
         }
 
+        //get policy count
         foreach ($clients as &$client) {
             $client['client_policy_count'] = $policyCount[$client['id']] ?? 0;
         }
@@ -3361,6 +3394,8 @@ class ClientController extends AdminController
                 'branch_data' => $branchList,
                 'policy_data' => $policyList,
                 'policyListByClient' => $policyListByClient,
+                'insurer_data' => $insurers,
+                'insurer_branch_data' => $insurerBranchList,
                 'unit_data' => $unitList,
             ], 200);
         } else {
@@ -3832,6 +3867,10 @@ class ClientController extends AdminController
 
         // $PolicyTransactionController = new PolicyTransactionController();
         // $res = $PolicyTransactionController->validateInsurerStatement(['file_id' => '36']);
+
+        // $empServiceController = new EmployeeServiceController();
+        // $res = $empServiceController->excelFileDataValidation(['file_id' => '319']);
+        // dd($res);
     }
 
     // -------------------------------------------------------------------------------------------------------

app/Controllers/EmpDataServiceController.php

@@ -3315,7 +3315,7 @@ class EmpDataServiceController extends BaseController
 
                     $employee_policy_table_primaryKey[] = $result['emp_policy_primarykey']; //for cash deposite
                     $employee_policy_table_data[] = array('id' => $result['emp_policy_primarykey'], 'date_of_exit' => $result['date_of_exit'], 'reason_for_exit' => $result['reason_for_exit'], 'status' => $result['status']);
-                    $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
+                    // $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
                     $emp_endorsement_table_data[] = array('id' => $result['emp_endorsement_primarykey'], 'group_key' => $result['group_key'], 'endorsement_id' => $value[15], 'status' => 'complete');
                 }
 
@@ -3329,9 +3329,9 @@ class EmpDataServiceController extends BaseController
 
 
         // Check if $employees_table_data is null or empty
-        if (empty($employees_table_data)) {
-            return ['status' => 'error', 'message' => 'Employees table data is empty or null.'];
-        }
+        // if (empty($employees_table_data)) {
+        //     return ['status' => 'error', 'message' => 'Employees table data is empty or null.'];
+        // }
 
         // Check if $employee_policy_table_data is null or empty
         if (empty($employee_policy_table_data)) {
@@ -3343,7 +3343,7 @@ class EmpDataServiceController extends BaseController
             return ['status' => 'error', 'message' => 'Employee endorsement table data is empty or null.'];
         }
 
-        $this->employeeModel->updateBatch($employees_table_data, 'id');
+        // $this->employeeModel->updateBatch($employees_table_data, 'id');
         $this->employeePolicyModel->updateBatch($employee_policy_table_data, 'id');
         $this->employeePolicyModel->bulkUpdateForEndorsement($emp_endorsement_table_data);
         $this->storeEndorsementNumber($file_id, $endorsement_id);

app/Controllers/MasterController.php

@@ -1502,25 +1502,34 @@ class MasterController extends AdminController
 
     }
 
-    public function duplicateTemplate($template_id, $event_name)
+    // Duplicate the insuer same policy type other events template
+    public function duplicateTemplate($template_id, $event_name, $insurer_id)
     {
+
         // Fetch the template data based on the provided ID and ensure it is active
         $insurer_template_data = $this->insurerTemplateModel->where('id', $template_id)
-                                                          ->where('is_active', 1)
-                                                          ->first();
+            ->where('is_active', 1)
+            ->first();
+
+        // Check if the event name matches the existing template's event name
+        $insurer_template_data_check_duplicate = $this->insurerTemplateModel
+            ->where('insurer_id', $insurer_id)
+            ->where('event_name', $event_name)
+            ->where('policy_type_id', $insurer_template_data['policy_type_id'])
+            ->where('is_active', 1)
+            ->findAll();
+
+        //if the template already exist than return the message
+        if (!empty($insurer_template_data_check_duplicate) && count($insurer_template_data_check_duplicate) > 0) {
+            return $this->respond([
+                'status' => false,
+                'message' => 'Template with the same event already exists.',
+                'data' => $insurer_template_data_check_duplicate
+            ]);
+        }
 
-    
         if ($insurer_template_data) {
-    
-            // Check if the event name matches the existing template's event name
-            if ($insurer_template_data['event_name'] == $event_name) {
-                return $this->respond([
-                    'status' => false, 
-                    'message' => 'Template with the same event already exists.', 
-                    'data' => $insurer_template_data
-                ]);
-            }
-    
+
             // Prepare data for insertion as a duplicate
             $data_to_insert = [
                 "insurer_id" => $insurer_template_data['insurer_id'],
@@ -1531,28 +1540,28 @@ class MasterController extends AdminController
                 "created_by" => get_session_user(),
                 "is_active" => 1,
             ];
-    
+
             // Insert the duplicate template data
             $insert_result = $this->insurerTemplateModel->insert($data_to_insert);
-    
+
             if ($insert_result) {
                 return $this->respond([
-                    'status' => true, 
-                    'message' => 'Template duplicated successfully.', 
+                    'status' => true,
+                    'message' => 'Template duplicated successfully.',
                     'data' => $insurer_template_data
                 ]);
             } else {
                 return $this->respond([
-                    'status' => false, 
-                    'message' => 'Failed to duplicate template.', 
+                    'status' => false,
+                    'message' => 'Failed to duplicate template.',
                     'data' => $insurer_template_data
                 ]);
             }
         } else {
             // No matching active template found
             return $this->respond([
-                'status' => false, 
-                'message' => 'No active template data found.', 
+                'status' => false,
+                'message' => 'No active template data found.',
                 'data' => null
             ]);
         }
@@ -1674,6 +1683,7 @@ class MasterController extends AdminController
             'template_bg' => ROOTPATH . 'public/uploads/template_bg/',
             'attachments' => WRITEPATH . 'uploads/attachments/',
             'sample_import_excel' => ROOTPATH . 'public/sample_import_excel',
+            'lead_files' => WRITEPATH . 'uploads/lead_files/',
         ];
 
         foreach ($folders as $folderName => $folderPath) {

app/Controllers/PolicyTransactionController.php

@@ -179,6 +179,7 @@ class PolicyTransactionController extends BaseController
     
         // Fetch additional data
         $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
+        $data['client_branch'] = $this->clientBranchModel->where('is_active', 1)->findAll();
         $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
         $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
         $data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
@@ -473,6 +474,7 @@ 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
                 ];
             }
 
@@ -786,10 +788,24 @@ class PolicyTransactionController extends BaseController
                 ->findAll();
                 
         $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
-                        ->where('pt_id', $id)
-                        ->where('is_active', 1)
-                        ->orderBy('id', 'asc')
-                        ->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
+                ")
+                ->where('pt_id', $id)
+                ->where('is_active', 1)
+                ->orderBy('id', 'asc')
+                ->findAll();
+            
         $data['emp_data'] = $this->employeeModel
                         ->select('employees.*, employee_polices.id as emp_policy_id')
                         ->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
@@ -1329,8 +1345,8 @@ class PolicyTransactionController extends BaseController
 
     //---------------------------------------------------------------------------------------------------
 
-    //get BDS Reports data
-    public function reportBDS()
+    //get BDS Reports data old function
+    public function reportBDSOld()
     {   
 
         $data['page_name'] = 'BDS Report';
@@ -1390,6 +1406,81 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('report_bds_filter', $data); 
     }
 
+    //get BDS Reports data New Function
+    public function reportBDS()
+    {   
+
+        $data['page_name'] = 'BDS Report';
+
+        $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+        $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+        $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+        $data['policy_status'] = [
+            'pending' => 'Pending',
+            'exported_to_insurer' => 'Exported to Insurer',
+            'imported_from_insurer' => 'Imported from Insurer',
+            'exported_to_tpa' => 'Exported to TPA',
+            'imported_from_tpa' => 'Imported from TPA',
+            'completed' => 'Completed'
+        ];   
+        $data['invoice_status_array'] = [
+            'yet_to_generate' => 'Yet to Generate',
+            'generated' => 'Generated',
+            'send' => 'Send',
+            'recived' => 'Recived',
+        ];
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+            'data_received_date' => 'Data Received Date',
+            'closure_date' => 'Closure Date',
+            'statement_month' => 'Statement Month',
+        ];
+
+        $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+        $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+
+        //filter datas
+        $start_date = $this->request->getGet('start_date');
+        $end_date = $this->request->getGet('end_date');
+        $client_id = $this->request->getGet('client_id');
+        $insurer_id = $this->request->getGet('insurer_id');
+        $policy_type_id = $this->request->getGet('policy_type_id');
+        $date_type = $this->request->getGet('date_type');
+        $issuer = $this->request->getGet('issuer');
+        $client_branch_id = $this->request->getGet('client_branch_id');
+        $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+        $client_policy_id = $this->request->getGet('client_policy_id');
+
+        if($date_type == 'statement_month'){
+            $start_date = (string)date('Y-m-01', strtotime($start_date));
+            $end_date = (string)date('Y-m-31', strtotime($end_date));
+        }
+
+        // dd($start_date, $end_date, $date_type);
+        
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+        
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
+        $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;   
+        $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;   
+        $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;   
+        
+        
+        //Actual data for the list
+        $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
+        // dd($data['report_list']);
+        
+        $this->loadLayout('report_bds_filter', $data); 
+    }
+
     public function reportVarience()
     {   
         $data['page_name'] = 'Variance Report';
@@ -1414,6 +1505,10 @@ class PolicyTransactionController extends BaseController
         $policy_type_id = $this->request->getGet('policy_type_id');
         $date_type = $this->request->getGet('date_type');
         $issuer = $this->request->getGet('issuer');
+        $client_branch_id = $this->request->getGet('client_branch_id');
+        $insurer_branch_id = $this->request->getGet('insurer_branch_id');
+        $client_policy_id = $this->request->getGet('client_policy_id');
+
         
         $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
         $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
@@ -1424,7 +1519,12 @@ class PolicyTransactionController extends BaseController
         $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
         $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
 
-        $data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+        $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;   
+        $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;   
+        $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;   
+
+
+        $data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id);
         $this->loadLayout('variance_report_list', $data); 
 
     }
@@ -2120,5 +2220,143 @@ class PolicyTransactionController extends BaseController
 
 
     }
+
+    //---------------------------------------------------------------------------------------------------
+
+    public function getCoShareStatementDetails($pt_id)
+    {
+        if (!$pt_id) {
+            return $this->respond([
+                'status' => false,
+                'code' => 400,
+                'message' => 'No data found'
+            ], 200);
+        }
+
+        // Fetch data from the database
+        $data = db_connect()->table("co_share_stmt_details")
+            ->select("
+                co_share_stmt_details.*, 
+                insurer_statements.month,
+                insurer_statements.invoice_status,
+                insurer_statements.invoice_date,
+                insurer_statements.invoice_no,
+                insurer_statements.invoice_amount,
+                insurer_statements.stmt_sno,
+                (co_share_stmt_details.actual_bp_amt + co_share_stmt_details.actual_tp_amt + co_share_stmt_details.actual_tep_amt) AS sum_of_actual_amt
+            ")
+            ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id')
+            ->where([
+                'co_share_stmt_details.is_active' => 1,
+                'insurer_statements.is_active' => 1,
+                'co_share_stmt_details.co_share_id' => $pt_id
+            ])
+            ->get()
+            ->getResultArray();
+
+        // Check if data exists before formatting
+        if ($data) {
+
+            foreach ($data as &$row) {
+                // Check if invoice_date is not null before formatting
+                $row['invoice_date'] = $row['invoice_date'] ? change_date_format($row['invoice_date'], 'Y-m-d', 'd/m/Y') : null;
+
+                // Check if month is not null before formatting
+                $row['month'] = $row['month'] ? change_date_format($row['month'], 'Y-m-d', 'M-Y') : null;
+            }
+
+            return $this->respond([
+                'status' => true,
+                'code' => 200,
+                'data' => $data
+            ], 200);
+        } else {
+            return $this->respond([
+                'status' => false,
+                'code' => 400,
+                'message' => 'No data found'
+            ], 200);
+        }
+    }
+    
+    public function getClientPolicyDataBasedOnClientAndInsuer()
+    {
+
+        $client_id = $this->request->getGet('client_id') ?? 0;
+        $client_branch_id = $this->request->getGet('client_branch_id') ?? 0;
+        $insurer_id = $this->request->getGet('insurer_id') ?? 0;
+        $insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? 0;
+        $policy_type_id = $this->request->getGet('policy_type_id') ?? 0;
+
+        $builder = db_connect()->table("client_policy")
+                    ->select("
+                        client_policy.*, 
+                        policy_type.policy_type,
+                    ")
+                    ->join('policy_type', 'client_policy.policy_type_id = policy_type.id')
+                    ->where([
+                        'client_policy.is_active' => 1,
+                    ]);
+
+        if (!empty($client_id)) {
+            $builder->where('client_policy.client_id', $client_id);
+        }
+        if (!empty($client_branch_id)) {
+            $builder->where('client_policy.client_branch_id', $client_branch_id);
+        }
+        if (!empty($insurer_id)) {
+            $builder->where('client_policy.insurer_id', $insurer_id);
+        }
+        if (!empty($insurer_branch_id)) {
+            $builder->where('client_policy.insurer_branch_id', $insurer_branch_id);
+        }
+        if (!empty($policy_type_id)) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+
+        $result = $builder->get()->getResultArray();
+
+        if ($result) {
+            return $this->respond(['status' => true,'code' => 200,'data' => $result, 'getData' => $this->request->getGet()], 200);
+        } else {
+            return $this->respond(['status' => false,'code' => 400,'message' => 'No data found'], 200);
+        }
+    }
+    
+    public function checkCDAmountForBasePremium()
+    {
+        $base_premium = $this->request->getGet('base_premium') ?? 0;
+        $cd_ac_no = $this->request->getGet('cd_ac_no') ?? 0;
+    
+        // Validate inputs
+        if (empty($cd_ac_no)) {
+            return $this->respond(['status' => false, 'code' => 400, 'message' => 'CD Account Number is required'], 200);
+        }
+    
+        // Build query
+        $db = db_connect();
+        $builder = $db->table("cash_deposit")
+            ->where('cd_ac_no', $cd_ac_no)
+            ->where('is_active', 1)
+            ->orderBy('id', 'desc')
+            ->limit(1);
+    
+        $result = $builder->get()->getRowArray();
+    
+        if ($result) {
+            // Check if base premium exceeds balance
+            $base_premium_greater_than_balance = $base_premium > $result['balance'];
+    
+            return $this->respond([
+                'status' => true,
+                'code' => 200,
+                'data' => $result,
+                'base_premium_greater_than_balance' => $base_premium_greater_than_balance,
+            ], 200);
+        }
+    
+        return $this->respond(['status' => false, 'code' => 400, 'message' => 'No data found for this CD'], 200);
+    }
+    
     
 }

app/Models/EmployeePolicyModel.php

@@ -837,7 +837,6 @@ class EmployeePolicyModel extends Model
                     e.remarks, 
                     e.endorsement_id, 
                     ep.client_policy_id, 
-                    policies.name as policy_name,
                     insurers.short_name as insurer_short_name,
                     client_policy.policy_no,
                     policy_type.policy_type
@@ -847,9 +846,9 @@ class EmployeePolicyModel extends Model
                 $query1->join('employees', 'employees.id = ep.employee_id');
                 $query1->join('client_policy', 'client_policy.id = ep.client_policy_id');
                 $query1->join('client_branch', 'client_branch.id = employees.client_branch_id');
-                $query1->join('policies', 'policies.id = client_policy.policy_id');
-                $query1->join('policy_type', 'policy_type.id = policies.policy_type_id');
-                $query1->join('insurers', 'insurers.id = policies.insurer_id');
+                // $query1->join('policies', 'policies.id = client_policy.policy_id');
+                $query1->join('policy_type', 'policy_type.id = client_policy.policy_type_id');
+                $query1->join('insurers', 'insurers.id = client_policy.insurer_id');
                 $query1->whereIn('e.actions', ['c']);
                 $query1->where('ep.client_policy_id', $policy_id);
                 $query1->where('employees.client_id', $client_id);
@@ -874,7 +873,6 @@ class EmployeePolicyModel extends Model
                     e.endorsement_id, 
                     e.remarks, 
                     ep.client_policy_id, 
-                    policies.name as policy_name,
                     insurers.short_name as insurer_short_name,
                     client_policy.policy_no,
                     policy_type.policy_type
@@ -883,10 +881,10 @@ class EmployeePolicyModel extends Model
                 $query2->join('employees', 'employees.id = ep.employee_id');
                 $query2->join('client_policy', 'client_policy.id = ep.client_policy_id');
                 $query2->join('client_branch', 'client_branch.id = employees.client_branch_id');
-                $query2->join('policies', 'policies.id = client_policy.policy_id');
-                $query2->join('policy_type', 'policy_type.id = policies.policy_type_id');
-                $query2->join('insurers', 'insurers.id = policies.insurer_id');
-                $query2->whereIn('e.actions', ['si', 'd']);
+                // $query2->join('policies', 'policies.id = client_policy.policy_id');
+                $query2->join('policy_type', 'policy_type.id = client_policy.policy_type_id');
+                $query2->join('insurers', 'insurers.id = client_policy.insurer_id');
+                $query2->whereIn('e.actions', ['si', 'd', 'a']);
                 $query2->where('ep.client_policy_id', $policy_id);
                 $query2->where('employees.client_id', $client_id);
                 $query2->where('employees.client_branch_id', $branch_id);
@@ -900,6 +898,8 @@ class EmployeePolicyModel extends Model
         $results2 = $query2->get()->getResultArray();
         
         $results = array_merge($results1, $results2);
+
+        // dd($this->db->getLastQuery());
         
         return $results;
     

app/Models/InsurerModel.php

@@ -60,7 +60,7 @@ class InsurerModel extends Model
     {
         $insurer_data = $this->db->table('insurer_excel_export_template')
             ->select('insurer_excel_export_template.*, insurers.name as insurer_name, insurers.is_multi_event')
-            ->select('CASE WHEN insurers.is_multi_event = 1 THEN "All" ELSE insurer_excel_export_template.event_name END as event_name', false)
+            // ->select('CASE WHEN insurers.is_multi_event = 1 THEN "All" ELSE insurer_excel_export_template.event_name END as event_name', false)
             ->select('insurer_excel_export_template.type_name, insurer_excel_export_template.jsoncolumns, policy_type.policy_type')
             ->join('insurers', 'insurers.id = insurer_excel_export_template.insurer_id')
             ->join('policy_type', 'policy_type.id = insurer_excel_export_template.policy_type_id')

app/Models/PTCOShareDetailsModel.php

@@ -63,7 +63,8 @@ class PTCOShareDetailsModel extends Model
         'amount',
         'stamp_duty',
         'cop_amt',
-        'statement_id'
+        'statement_id',
+        'follower_policy_no',
     ];
 
     public function getNonReconcileredPolicyTransactions(string $month,string $year,string $insurer_id,string $insurer_branch_id)

app/Models/PolicyTransactionModel.php

@@ -113,8 +113,9 @@ class PolicyTransactionModel extends Model
         return $data;
     }
 
+    // BDS Report OLD Functin for QUERY
     // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
-    public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
+    public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
     {
         $builder = $this->db->table('policy_transaction')
             ->select("
@@ -311,6 +312,256 @@ class PolicyTransactionModel extends Model
     
         return $builder->get()->getResultArray();
     }
+
+    // BDS Report NEW Functin for QUERY
+    // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
+    public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
+    {   
+
+        $date_condition = '';
+        if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+            $date_condition = "
+                 AND insurer_statements.month >= '".$start_date ."'
+                 AND insurer_statements.month <= '".$end_date ."'
+            ";
+        }
+
+        $builder = $this->db->table('policy_transaction')
+            ->select("
+                policy_transaction.*,
+                DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+                DATE_FORMAT(
+                    IF(policy_transaction.month IS NULL, 
+                    policy_transaction.policy_issue_date, 
+                    policy_transaction.month), 
+                    '%b %Y') AS policy_issue_month,
+                CASE
+                    WHEN clients.client_type = 1 THEN 'Group'
+                    WHEN clients.client_type = 2 THEN 'Retail'
+                    ELSE '-'
+                END AS client_type,
+                CASE
+                    WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+                    ELSE 'Renewal'
+                END AS revenue_type,
+                CASE
+                    WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+                    ELSE 'Endorsement'
+                END AS action_type,
+                clients.client_name AS client_name,
+                clients.short_name AS client_short_name,
+                client_branch.branch_name AS client_branch_name,
+                client_branch.address1 AS client_address,
+                policy_type.policy_type,
+                policy_type.bap,
+                insurers.name AS insurer_name,
+                insurers.short_name AS insurer_short_name,
+                insurer_branch.branch_name AS insurer_branch_name,
+                insurer_branch.branch_code AS insurer_branch_code,
+                user_profiles.first_name as user_name,
+                vehicle.vehicle_no,
+                tpa.name as tpa_name,
+                pt_co_share_details.remark as remarks,
+                pt_co_share_details.reward,
+                pt_co_share_details.bp_amt,
+                pt_co_share_details.exp_amt,
+                pt_co_share_details.id as pt_id,
+                sales_user.first_name as salse_person_name,
+                service_user.first_name as service_person_name,
+
+                ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
+
+                ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
+
+                ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
+
+                ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
+
+                DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+
+                (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+
+                pt_co_share_details.agreed_bp_per,
+
+                ROUND(
+                (
+                    SELECT
+                    (
+                        SUM(co_share_stmt_details.actual_bp_brokerage_amt) + 
+                        SUM(co_share_stmt_details.actual_tp_brokerage_amt) + 
+                        SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
+                        SUM(co_share_stmt_details.reward) 
+
+                    ) AS total_irda_amt
+                    FROM
+                    co_share_stmt_details
+                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+                    WHERE
+                    co_share_stmt_details.co_share_id = pt_co_share_details.id
+                    AND co_share_stmt_details.is_active = 1
+                    $date_condition
+                ),
+                2
+                ) AS total_irda_amt,
+
+                ROUND(
+                (
+                    SELECT
+                    SUM(
+                        COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) + 
+                        COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) + 
+                        COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+                        COALESCE(co_share_stmt_details.reward, 0) 
+                    ) AS total_irda_amt
+                    FROM
+                    co_share_stmt_details
+                    JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+                    WHERE
+                    co_share_stmt_details.co_share_id = pt_co_share_details.id
+                    AND co_share_stmt_details.is_active = 1
+                    AND pt_table.is_active = 1
+                    AND insurer_statements.is_active = 1
+                    AND insurer_statements.invoice_no IS NOT NULL
+                    $date_condition
+                   
+                ),
+                2
+                ) AS billed_amt,
+
+                ROUND(
+                (
+                    (
+                        SELECT
+                            SUM(
+                                COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) 
+                                + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) 
+                                + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+                                + COALESCE(co_share_stmt_details.reward, 0)
+                            )
+                        FROM
+                            co_share_stmt_details
+                        JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+                        WHERE
+                            co_share_stmt_details.co_share_id = pt_co_share_details.id
+                            AND co_share_stmt_details.is_active = 1
+                            $date_condition
+                    )
+                    -
+                    (
+                        SELECT
+                            SUM(
+                                COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) 
+                                + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) 
+                                + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+                                + COALESCE(co_share_stmt_details.reward, 0)
+                            )
+                        FROM
+                            co_share_stmt_details
+                        JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+                        JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+                        WHERE
+                            co_share_stmt_details.co_share_id = pt_co_share_details.id
+                            AND co_share_stmt_details.is_active = 1
+                            AND pt_table.is_active = 1
+                            AND insurer_statements.is_active = 1
+                            AND insurer_statements.invoice_no IS NOT NULL
+                            $date_condition
+                    )
+                ), 
+                2
+                ) AS unbilled_amt
+
+            ")
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_id')
+            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+            ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
+            ->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
+            ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+            ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+            ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+            ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+            ->where('policy_transaction.is_active', 1)  
+            ->where('pt_co_share_details.is_active', 1);
+        
+        // Check if the start date and end date are provided
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
+
+        }else{
+
+            // $fromDate = date('Y-m-d', strtotime('-30 days'));
+            // $toDate = date('Y-m-d 23:59:59');
+    
+            // $builder->where('policy_transaction.created_at >=', $fromDate)
+            //         ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
+
+            $builder->where('policy_transaction.month >=', $startDate)
+            ->where('policy_transaction.month <=', $endDate);
+        }
+
+        if ($client_id != 0) {
+            $builder->where('policy_transaction.client_id', $client_id);
+        }
+    
+        if ($insurer_id != 0) {
+            $builder->where('policy_transaction.insurer_id', $insurer_id);
+        }
+
+        if ($client_branch_id != 0) {
+            $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+        }
+    
+        if ($insurer_branch_id != 0) {
+            $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+        }
+
+        if ($client_policy_id != 0) {
+            $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+        }
+
+
+    
+        if ($policy_type_id != 0) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+    
+        if ($issuer != 0) {
+            $builder->where('policy_transaction.issuer', $issuer);
+        }
+
+        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d 23:59:59');
+    
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                    ->where('policy_transaction.created_at <=', $toDate);
+
+        }
+
+        $builder->orderBy('policy_transaction.id', 'desc');
+
+        $result = $builder->get()->getResultArray();
+
+        // dd($this->db->getLastQuery());
+    
+        return $result;
+    }
     
     public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     {
@@ -466,50 +717,74 @@ class PolicyTransactionModel extends Model
         return $builder->get()->getResultArray();
     }
 
-    public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
     {
         $builder = $this->db->table('policy_transaction')
             ->select("
+            
                 policy_transaction.id,
                 clients.client_name,
+                client_branch.branch_name as client_branch_name,
                 insurers.name AS insurer_name,
+                insurer_branch.branch_name AS insurer_branch_name,
                 policy_type.policy_type,
                 policy_transaction.policy_no,
                 policy_transaction.endorsement_no,
-                CASE
-                    WHEN policy_transaction.action_type = 'inception' THEN 'I'
-                    ELSE 'E'
-                END AS action_type,
+
                 pt_co_share_details.exp_amt,
                 pt_co_share_details.variance,
-                insurer_statements.invoice_amount,
-                insurer_statements.invoice_status,
-
-                ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
 
+                ROUND(
                 (
                     SELECT
-                    (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
+                    (
+                        SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt)
+                    ) AS total_irda_amt
                     FROM
-                    inv_payment_details
+                    co_share_stmt_details
+                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
                     WHERE
-                    inv_payment_details.statement_id = insurer_statements.id
-                    AND inv_payment_details.is_active = 1
-                        
-                ) AS realization_amount,
+                    co_share_stmt_details.co_share_id = pt_co_share_details.id
+                    AND co_share_stmt_details.is_active = 1
+                ),
+                2
+                ) AS statement_amount,
+
+                ROUND(
+                    pt_co_share_details.exp_amt - 
+                    (
+                        SELECT 
+                            (
+                                SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
+                                SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
+                                SUM(co_share_stmt_details.actual_tep_brokerage_amt)
+                            ) 
+                        FROM co_share_stmt_details
+                        JOIN insurer_statements 
+                            ON co_share_stmt_details.statement_id = insurer_statements.id
+                        WHERE 
+                            co_share_stmt_details.co_share_id = pt_co_share_details.id
+                            AND co_share_stmt_details.is_active = 1
+                    ),
+                    2
+                ) AS variance_amt
+
 
             ")
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
-            ->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
             ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+            ->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
             ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
             ->where('policy_transaction.is_active', 1)
-            ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0')
-            ->where('pt_co_share_details.variance IS NOT NULL')
-            ->where('pt_co_share_details.variance !=', 0);
+            ->where('pt_co_share_details.is_active', 1)
+            ->having('variance_amt IS NOT NULL');
+            // ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
+            // ->where('pt_co_share_details.variance IS NOT NULL')
+            // ->where('pt_co_share_details.variance !=', 0);
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 
@@ -543,9 +818,18 @@ class PolicyTransactionModel extends Model
             $builder->where('policy_transaction.issuer', $issuer);
         }
 
-        if ($status != 0) {
-            $builder->where('policy_transaction.status', $status);
+        if ($client_branch_id != 0) {
+            $builder->where('policy_transaction.client_branch_id', $client_branch_id);
         }
+    
+        if ($insurer_branch_id != 0) {
+            $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+        }
+
+        if ($client_policy_id != 0) {
+            $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+        }
+
 
         $builder->orderBy('policy_transaction.id', 'desc');
 

app/Views/insurer_export_templete.php

@@ -91,7 +91,7 @@
                         <tr>
                             <td><?= $key+1; ?></td>
                             <td><?= $value['policy_type']; ?></td>
-                            <td><?= $value['event_name']; ?></td>
+                            <td><?= $events[$value['event_name']]; ?></td>
                             <td><?= $value['type_name']; ?></td>
                             <td style="overflow: hidden;" class="truncate" ><?= $value['jsoncolumns']; ?></td>
                             <td>
@@ -209,6 +209,8 @@
             </div>
             <div class="modal-body">
 
+                <input type="hidden" id="insurer_id_for_dub_temp" value="<?= isset($insurer['id']) ? $insurer['id'] : '' ?>">
+
                 <div class="form-row">
 
                     <!-- <div class="form-group col-md-12">
@@ -644,9 +646,11 @@
     {   
         var template_id = $('#template_id_for_duplicate').attr('data-id');
         var event_name = $('#event_name_for_duplicate').val();
+        var insurer_id = $('#insurer_id_for_dub_temp').val();
 
         console.log('template_id_for_duplicate', template_id)
         console.log('event_name_for_duplicate', event_name)
+        console.log('insurer_id', insurer_id)
 
         if(event_name == ""){
           
@@ -659,7 +663,7 @@
             return false
         }
 
-        var url = '<?= base_url('util/dublicate_template/') ?>' + template_id + '/' + event_name
+        var url = '<?= base_url('util/dublicate_template/') ?>' + template_id + '/' + event_name + '/' +insurer_id
 
         $.ajax({
             url: url,

app/Views/insurer_statement_list.php

@@ -720,14 +720,18 @@ maxDate.setDate(today.getDate() + 180);
 
 
  $('#insurer_statement_upload_form').submit(function(event) {
+    
     event.preventDefault();
     var isValid = $('#insurer_statement_upload_form').parsley().validate();
     if (!isValid) {
         console.log('Form is Empty', 'Warning');
-        alert('choose all fileds');
+        // alert('choose all fileds');
         return;
     }
 
+    $('#btnSubmit').prop('disabled', true).text('Submitting...');
+
+
     // Create FormData object
     var formData = new FormData($(this)[0]);
     for (var pair of formData.entries()) {
@@ -770,6 +774,8 @@ maxDate.setDate(today.getDate() + 180);
                     window.location.reload(true);
                 }
 
+                $('#btnSubmit').prop('disabled', false).text('Submit');
+
             },
             error: function(xhr, status, error) {
                 // Request failed, handle error

app/Views/policy_gmc_terms.php

@@ -1099,6 +1099,7 @@
                             }
 
                             if (key.includes("family_floaters")) {
+
                                 let checkboxes = document.querySelectorAll(`input[name="${key}[]"]`);
                                 if (jsonObject[key]) {
                                     
@@ -1133,6 +1134,8 @@
                                         $('#family_floaters').val('1PIL');
                                     } else if (jsonObject[key]['parents-in-law'] == 2) {
                                         $('#family_floaters').val('2PIL');
+                                    } else if (jsonObject[key]['either-parents-pil'] == 2) {
+                                        $('#family_floaters').val('4EPORPIL');
                                     }
                                 }
 

app/Views/report_bds.php

@@ -27,7 +27,7 @@ table.dataTable tbody td {
         <div class="card-body">
             <div class="row" style="padding-bottom: 10px;">
                 <div class="col-6" style="align-self: center;">
-                    <h4 style="position: relative;">BDS Report</h4>
+                    <h4 style="position: relative;">BDS Report <span id="bds_title"></span></h4>
                 </div>
 
             </div>
@@ -62,17 +62,9 @@ table.dataTable tbody td {
                             <th>Base <br> Revenue %</th>
                             <th>TP / Terrorism <br> Revenue %</th>
                             <th>Total IRDA <br> Revenue INR</th>
-                            <th>GST on Revenue</th>
-                            <th>Total Amount <br> Receivable</th>
+                            <th>Billed Amount</th>
+                            <th>UnBilled Amount</th>
                             <th>Rewards</th>
-                            <th>Invoice Number</th>
-                            <th>Invoice Date</th>
-                            <th>Invoice Amount</th>
-                            <th>Realization Amount</th>
-                            <th>Outstanding Amount</th>
-                            <th>Payment Status</th>
-                            <th>UTR</th>
-                            <th>Payment Date</th>
                         </tr>
                     </thead>
                     <tbody>
@@ -105,28 +97,10 @@ table.dataTable tbody td {
                             <td class="right-align-input"><?php echo $row['total_premium']; ?></td>
                             <td class="right-align-input"><?php echo $row['agreed_bp_per']; ?>&nbsp;%</td>
                             <td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?>&nbsp;%</td>
-                            <td class="right-align-input"><?php echo $row['total_irda']; ?></td>
-                            <td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
-                            <td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
+                            <td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt']; ?></td>
+                            <td class="right-align-input"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
+                            <td class="right-align-input"><?php echo empty($row['unbilled_amt']) ? '0.00' : $row['unbilled_amt']?></td>
                             <td class="right-align-input"><?php echo $row['reward']; ?></td>
-                            <td><?php echo $row['invoice_no']; ?></td>
-                            <td><?php echo empty($row['invoice_date']) ? '' : date('d/m/Y', strtotime($row['invoice_date'])); ?></td>
-                            <td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
-                            <td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
-                            <td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
-                            <td>
-                                <?php 
-                                    if($row['outstanding_amount'] == '0.00'){
-                                        echo 'Payment Received';
-                                    }else if($row['outstanding_amount'] == NULL){
-                                        echo '';
-                                    }else{
-                                        echo 'Partially Received';
-                                    } 
-                                ?>
-                            </td>
-                            <td><?php echo $row['utr_numbers']; ?></td>
-                            <td><?php echo $row['payment_dates']; ?></td>
                         </tr>
                         <?php } ?>
                         <?php } ?>
@@ -140,6 +114,38 @@ table.dataTable tbody td {
     </div>
 </div>
 
+<!-- modal content -->
+<div class="modal fade" id="centermodal" tabindex="-1" role="dialog" aria-hidden="true" aria-modal="true" data-backdrop="static">
+    <div class="modal-dialog modal-lg">
+        <div class="modal-content">
+            <div class="modal-header" style="background-color: gainsboro;">
+                <h4 class="modal-title" id="myCenterModalLabel">Statement Details <span id="heading"></span></h4>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body" id="modal_body">
+                <div class="table-responsive">
+                    <table class="table table-hover mb-0">
+                        <thead  class="bg-light" id="table_head_data">
+                            <tr>
+                                <th>Statement No.</th>
+                                <th>Statement Month</th>
+                                <th>Actual Amount</th>
+                                <th>Invoice No.</th>
+                                <th>Invoice Date.</th>
+                                <th>Invoice Status.</th>
+                            </tr>
+                        </thead>
+                        <tbody id="table_data">
+                        </tbody>
+                    </table>
+                </div> <!-- end table-responsive-->
+            </div>
+        </div><!-- /.modal-content -->
+    </div><!-- /.modal-dialog -->
+</div><!-- /.modal -->
+
+<!-------------------------------------------------------------------------------------------------->
+
 <script>
 // Datatable document ready
 $(document).ready(function() {
@@ -197,8 +203,68 @@ $(document).ready(function() {
             ordering: false, 
         });
     } else {
-        console.error("Table not found.");
+        console.error("Table atet found.");
     }
 });
 
+// ----------------------------------------------------------------------------------------------------
+
+function showCoShareStatementDetails(input){
+
+    let pt_id = $(input).data('id');
+    console.log('pt_id', pt_id)
+
+    var myModal = new bootstrap.Modal(document.getElementById('centermodal'));
+        myModal.show();
+
+    getCoShareStatementDetails(pt_id)
+}
+
+
+function getCoShareStatementDetails(pt_id){
+
+    let url = '<?= base_url('util/getCoShareStatementDetails/') ?>' + pt_id;
+
+    sendAjaxRequestForGlobal(url, 'GET', {}, function(response) {
+        console.log('Data fetched successfully:', response);
+
+        if (response.status === true) {
+
+            appendTableData(response.data)
+            
+        } else {
+            toastr.warning(response.message, 'WARNING');
+        }
+    }, function(xhr, status, error) {
+        console.error('Error fetching data:', error);
+        console.error(xhr.responseText);
+    });
+
+}
+
+function appendTableData(data) {
+
+    // Ensure the table body selector matches your table's structure
+    let tableBody = $("#table_data");
+
+    // Clear the table body before appending new rows
+    tableBody.empty();
+
+    // Loop through the data and append rows
+    data.forEach(row => {
+        let tableRow = `
+            <tr>
+                <td>${row.stmt_sno ?? '-'}</td>
+                <td>${row.month ?? '-'}</td>
+                <td>${row.sum_of_actual_amt ?? '-'}</td>
+                <td>${row.invoice_no ?? '-'}</td>
+                 <td>${row.invoice_date ?? '-'}</td>
+                  <td>${row.invoice_status ?? '-'}</td>
+            </tr>
+        `;
+        tableBody.append(tableRow);
+    });
+}
+
+
 </script>

app/Views/report_bds_filter.php

@@ -22,31 +22,35 @@
 
                                 <div class="form-group col-md-3">
                                     <label for="client_branch">Client<span class="text-danger"></span></label>
-                                    <select class="form-control" id="client_id" name="client_id" >
+                                    <select class="form-control" id="client_id" name="client_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
                                         <option value="0">Select Client</option>
-                                        <?php
-                                            if (isset($clients) && count($clients)) {
-                                                foreach ($clients as $key => $value) {
-                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
-                                                }
-                                            }
-                                        ?>
                                     </select>
                                 </div>
 
                                 <div class="form-group col-md-3">
-                                    <label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
-                                    <select class="form-control" id="insurer_id" name="insurer_id"  >
+                                    <label for="client_branch_id">Client Branch<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_branch_id" name="client_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
+                                        <option value="0">Select Client Branch</option>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="insurer_id"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id" name="insurer_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()" >
                                         <option value="0" selected>Select Insurer</option>
-                                        <?php foreach ($insurer as $value) { ?>
-                                            <option value="<?= $value['id']?>"><?= $value['name']?></option>
-                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="insurer_branch_id"> Insurer Branch <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_branch_id" name="insurer_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
+                                        <option value="0" selected>Select Insurer Branch</option>
                                     </select>
                                 </div>
 
                                 <div class="form-group col-md-3">
                                     <label for="email"> Policy Type <span class="text-danger"></span></label>
-                                    <select class="form-control" id="policy_type_id" name="policy_type_id" >
+                                    <select class="form-control" id="policy_type_id" name="policy_type_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
                                         <option value="0">Select Policy Type</option>
                                         <?php
                                             if (isset($policy_types) && count($policy_types)) {
@@ -58,6 +62,13 @@
                                     </select>
                                 </div>
 
+                                <div class="form-group col-md-3">
+                                    <label for="client_policy_id"> Client Policy <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="client_policy_id" name="client_policy_id" >
+                                        <option value="0" selected>Select client policy</option>
+                                    </select>
+                                </div>
+
                                 <div class="form-group col-md-3">
                                     <label for="client_branch">Issuer<span class="text-danger">*</span></label>
                                     <select class="form-control" id="issuer" name="issuer" required>
@@ -72,13 +83,10 @@
                                     </select>
                                 </div>
 
-                            </div>
-
-                            <div class="form-row">
 
                                 <div class="form-group col-md-3">
                                     <label>Date Type<span class="text-danger"></span></label>
-                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
+                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField(); changeTitle();">
                                         <option value="0">Select Date Type</option>
                                         <?php
                                             if (isset($date_type) && count($date_type)) {
@@ -100,7 +108,7 @@
                                     <input type="hidden" id="endDate">
                                 </div>
 
-                                <div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
+                                <div class="form-group col-md-12 text-right m-b-0" style="margin-top: 29px;">
                                     <a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
                                     <a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
                                 </div>
@@ -130,11 +138,23 @@
 
 <script>
 
+let client_list = [];
+let branch_list = [];
+let policy_list = [];
+let insurer_list = [];
+let insurer_branch_list = [];
+
+
 $(document).ready(function() {
+
+    getClientAndBranchAndPolicy()
     getURLParams()
     $('#client_id').select2();
+    $('#client_branch_id').select2();
     $('#insurer_id').select2();
+    $('#insurer_branch_id').select2();
     $('#policy_type_id').select2();
+    $('#client_policy_id').select2();
 })
 
 function fetchEmpolyeeList(event) 
@@ -148,6 +168,9 @@ function fetchEmpolyeeList(event)
     var policy_type_id = $('#policy_type_id').val();
     var date_type = $('#date_type').val();
     var issuer = $('#issuer').val();
+    var client_branch_id = $('#client_branch_id').val();
+    var insurer_branch_id = $('#insurer_branch_id').val();
+    var client_policy_id = $('#client_policy_id').val();
 
     console.log(start_date + '-' + end_date);
 
@@ -159,6 +182,9 @@ function fetchEmpolyeeList(event)
         policy_type_id: policy_type_id,
         date_type: date_type,
         issuer: issuer,
+        client_branch_id: client_branch_id,
+        insurer_branch_id: insurer_branch_id,
+        client_policy_id: client_policy_id,
     };
 
     const queryString = objectToQueryString(queryParams);
@@ -184,6 +210,9 @@ function getURLParams()
     const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
     const date_type = params.get('date_type') || 0; // Default to 0 if not found
     const issuer = params.get('issuer') || 0; // Default to 0 if not found
+    const client_branch_id = params.get('client_branch_id') || 0; // Default to 0 if not found
+    const insurer_branch_id = params.get('insurer_branch_id') || 0; // Default to 0 if not found
+    const client_policy_id = params.get('client_policy_id') || 0; // Default to 0 if not found
 
     hideDateField(date_type)
 
@@ -194,6 +223,9 @@ function getURLParams()
     console.log('policy_type_id', policy_type_id)   
     console.log('date_type', date_type)
     console.log('issuer', issuer)
+    console.log('client_branch_id', client_branch_id)
+    console.log('insurer_branch_id', insurer_branch_id)
+    console.log('client_policy_id', client_policy_id)
 
     // Log the values or use them as needed
     console.log('Start Date:', startDate);
@@ -203,11 +235,18 @@ function getURLParams()
         setTimeout(function(){
             $('#start_date').val(startDate)
             $('#end_date').val(endDate)
-            $('#client_id').val(client_id).change()
-            $('#insurer_id').val(insurer_id).change()
-            $('#policy_type_id').val(policy_type_id).change()
-            $('#date_type').val(date_type)
+            $('#client_id').val(client_id).select2()
+            $('#insurer_id').val(insurer_id).select2()
+            $('#policy_type_id').val(policy_type_id).select2()
+            $('#date_type').val(date_type).trigger('change');
             $('#issuer').val(issuer)
+            setTimeout(function(){
+                $('#client_branch_id').val(client_branch_id).select2()
+                $('#insurer_branch_id').val(insurer_branch_id).select2()
+                setTimeout(function(){
+                    $('#client_policy_id').val(client_policy_id).select2();
+                }, 1000);
+            }, 2000)
         },1000)
 
     }
@@ -283,4 +322,225 @@ function hideDateField(input = null)
     }
 }
 
+// -----------------------------------------------------------------------------------------------
+
+//featch client, client branch, insurer, insurer branch and client policy list data
+function getClientAndBranchAndPolicy()
+{   
+    $.ajax({
+        url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
+        type: "GET",
+        dataType: 'json',
+        success: function(res) {
+
+            console.log('getClientAndBranchAndPolicy', res);
+            if(res.status == true){
+                client_list = res.client_data;
+                branch_list = res.branch_data;
+                policy_list = res.policy_data;
+                insurer_list = res.insurer_data;
+                insurer_branch_list = res.insurer_branch_data;
+                appendClients(res.client_data);
+                appendInsurer(res.insurer_data);
+            }else{
+                console.log('No data found');
+            }
+
+        },
+        error: function(xhr, status, error) {
+            console.error(xhr.responseText);
+            console.error(status, error);
+        }
+    });
+}
+
+//append clients for filter 
+function appendClients(data) 
+{
+    $('#client_id').empty();
+
+    $('#client_id').append($('<option>', {
+        value: '',
+        text: 'Select Client'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.client_name,
+            'data-cn': item.client_name,
+            'data-ct': item.client_type,
+            class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
+        });
+
+        $('#client_id').append(option);
+    });
+
+}
+
+//append clients branch for filter 
+function appendBranch(data) 
+{
+
+    $('#client_branch_id').empty();
+
+    $('#client_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select Branch'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name 
+        });
+        $('#client_branch_id').append(option);
+    });
+}
+
+//append insurer for filter 
+function appendInsurer(data) 
+{
+    $('#insurer_id').empty();
+
+    $('#insurer_id').append($('<option>', {
+        value: '',
+        text: 'Select Insurer'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.name,
+        });
+
+        $('#insurer_id').append(option);
+    });
+
+}
+
+//append insurer branch for filter 
+function appendInsurerBranch(data) 
+{
+
+    $('#insurer_branch_id').empty();
+
+    $('#insurer_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select Insurer Branch'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name 
+        });
+        $('#insurer_branch_id').append(option);
+    });
+}
+
+//append client policy for filter
+function appendPolicies(data)
+{
+    // console.log('appendPolicies', data);
+    // console.log('appendPolicies', $('#client_policy_id'));
+    
+    $('#client_policy_id').empty();
+    $('#client_policy_id').append($('<option>', {
+        value: '',
+        text: 'Select Policy',
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.policy_type + '-' + item.policy_no,
+        });
+        $('#client_policy_id').append(option);
+    });
+}
+
+// -------------------------------------------------------------------------------------------------
+
+//client branch and insurer branch onchange document ready function
+$(document).ready(function(){
+
+    $('#client_id').change(function(){
+
+        let client_id = $(this).val();
+        console.log('client_id', client_id);
+
+        if(branch_list != '') {
+            // console.log(branch_list[client_id]);
+            let data = branch_list[client_id];
+            appendBranch(data);
+        }
+        
+    })
+
+    $('#insurer_id').change(function(){
+
+        let insurer_id = $(this).val();
+        console.log('insurer_id', insurer_id);
+
+        if(insurer_branch_list != '') {
+            // console.log(insurer_branch_list[insurer_id]);
+            let data = insurer_branch_list[insurer_id];
+            appendInsurerBranch(data);
+        }
+
+    })
+
+});
+
+//get policy list based on the client, client_branch, insurer, insurer_branch and policy type
+function getClientPolicyDataBasedOnClientAndInsuer(){
+
+    let client_id = $('#client_id').val() ?? 0;
+    let client_branch_id = $('#client_branch_id').val() ?? 0;
+    let insurer_id = $('#insurer_id').val() ?? 0;
+    let insurer_branch_id = $('#insurer_branch_id').val() ?? 0;
+    let policy_type_id = $('#policy_type_id').val() ?? 0;
+
+    let url = '<?= base_url('util/getClientPolicyDataBasedOnClientAndInsuer/') ?>';
+
+    let requestData = { 
+            client_id: client_id, 
+            client_branch_id: client_branch_id, 
+            insurer_id: insurer_id, 
+            insurer_branch_id: insurer_branch_id, 
+            policy_type_id: policy_type_id, 
+        };
+
+    sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
+        console.log('Data fetched successfully:', response);
+
+        if (response.status === true) {
+
+            appendPolicies(response.data)
+            
+        } else {
+            toastr.warning(response.message, 'WARNING');
+        }
+    }, function(xhr, status, error) {
+        console.error('Error fetching data:', error);
+        console.error(xhr.responseText);
+    });
+
+}
+
+//for the change title 
+function changeTitle(input){
+
+    let val = $(input).val();
+    if(val == 'statement_month'){
+        $('#bds_title').text(' - Statement Month Wise List')
+    }else{
+        $('#bds_title').text(' - Policy Wise List')
+    }
+
+}
+
 </script>

app/Views/report_bds_old.php

@@ -0,0 +1,204 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+.col-12 {
+
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+
+.right-align-input {
+    text-align: right;
+}
+</style>
+
+<div class="col-12" id="second_page">
+    <div class="card">
+        <div class="card-body">
+            <div class="row" style="padding-bottom: 10px;">
+                <div class="col-6" style="align-self: center;">
+                    <h4 style="position: relative;">BDS Report</h4>
+                </div>
+
+            </div>
+            <div class="table-responsive">
+                <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                    <thead class="bg-light">
+                        <tr>
+                            <th>S. No</th>
+                            <th>Month</th>
+                            <th>Business Type</th>
+                            <th>Client Type</th>
+                            <th>Insured Name</th>
+                            <th>Policy/<br>Endorsement</th>
+                            <th>Policy Type</th>
+                            <th>BAP Group</th>
+                            <th>Vehicle Number</th>
+                            <th>Policy No</th>
+                            <th>Endorsement No</th>
+                            <th>Insurer Name</th>
+                            <th>Insurer Branch</th>
+                            <th>TPA</th>
+                            <th>Endorsement <br> Effective Date</th>
+                            <th>Policy <br> Effective Date</th>
+                            <th>Policy <br> Expiry Date</th>
+                            <th>Reference</th>
+                            <th>Remarks</th>
+                            <th>Base Premium</th>
+                            <th>Terrorism/TP</th>
+                            <th>Premium <br> (without GST)</th>
+                            <th>GST @ 18%</th>
+                            <th>Total Premium</th>
+                            <th>Base <br> Revenue %</th>
+                            <th>TP / Terrorism <br> Revenue %</th>
+                            <th>Total IRDA <br> Revenue INR</th>
+                            <th>GST on Revenue</th>
+                            <th>Total Amount <br> Receivable</th>
+                            <th>Rewards</th>
+                            <th>Invoice Number</th>
+                            <th>Invoice Date</th>
+                            <th>Invoice Amount</th>
+                            <th>Realization Amount</th>
+                            <th>Outstanding Amount</th>
+                            <th>Payment Status</th>
+                            <th>UTR</th>
+                            <th>Payment Date</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <?php if (isset($report_list)) { ?>
+                        <?php foreach($report_list as $index => $row){ ?>
+                        <tr>
+                            <td><?= $index + 1 ?></td>
+                            <td><?php echo $row['policy_issue_month']; ?></td>
+                            <td><?php echo $row['revenue_type']; ?></td>
+                            <td><?php echo $row['client_type']; ?></td>
+                            <td><?php echo $row['client_name']; ?></td>
+                            <td><?php echo $row['action_type']; ?></td>
+                            <td><?php echo $row['policy_type']; ?></td>
+                            <td><?php echo $row['bap']; ?></td>
+                            <td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
+                            <td><?php echo $row['policy_no']; ?></td>
+                            <td><?php echo $row['endorsement_no']; ?></td>
+                            <td><?php echo $row['insurer_name']; ?> </td>
+                            <td><?php echo $row['insurer_branch_name']; ?></td>
+                            <td><?php echo $row['tpa_name']; ?></td>
+                            <td><?php echo empty($row['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
+                            <td><?php echo empty($row['policy_start_date']) ? '' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
+                            <td><?php echo empty($row['policy_end_date']) ? '' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
+                            <td><?php echo $row['ref']; ?></td>
+                            <td><?php echo $row['remarks']; ?></td>
+                            <td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
+                            <td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
+                            <td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
+                            <td class="right-align-input"><?php echo $row['gst_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['total_premium']; ?></td>
+                            <td class="right-align-input"><?php echo $row['agreed_bp_per']; ?>&nbsp;%</td>
+                            <td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?>&nbsp;%</td>
+                            <td class="right-align-input"><?php echo $row['total_irda']; ?></td>
+                            <td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
+                            <td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
+                            <td class="right-align-input"><?php echo $row['reward']; ?></td>
+                            <td><?php echo $row['invoice_no']; ?></td>
+                            <td><?php echo empty($row['invoice_date']) ? '' : date('d/m/Y', strtotime($row['invoice_date'])); ?></td>
+                            <td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
+                            <td>
+                                <?php 
+                                    if($row['outstanding_amount'] == '0.00'){
+                                        echo 'Payment Received';
+                                    }else if($row['outstanding_amount'] == NULL){
+                                        echo '';
+                                    }else{
+                                        echo 'Partially Received';
+                                    } 
+                                ?>
+                            </td>
+                            <td><?php echo $row['utr_numbers']; ?></td>
+                            <td><?php echo $row['payment_dates']; ?></td>
+                        </tr>
+                        <?php } ?>
+                        <?php } ?>
+                    </tbody>
+                </table>
+
+                <div>
+                </div>
+            </div>
+        </div><!-- end col -->
+    </div>
+</div>
+
+<script>
+// Datatable document ready
+$(document).ready(function() {
+
+    var ticketsTable = $('#scroll-horizontal-datatable');
+
+    if (ticketsTable.length) {
+        ticketsTable.DataTable({
+            scrollX: true,
+            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
+            buttons: [
+                {
+                    extend: 'csv',
+                    text: 'CSV',
+                    title: 'Policy-Tranction-BDS-List',
+                },
+                {
+                    extend: 'excel',
+                    text: 'Excel',
+                    title: 'Policy-Tranction-BDS-List',
+                    customize: function(xlsx) {
+                        var sheet = xlsx.xl.worksheets['sheet1.xml'];
+                        var total = 0;
+
+                        // Find cells in column AB (28th column in Excel)
+                        $('row c[r^="AB"]', sheet).each(function() {
+                            var value = parseFloat($('v', this).text()); // Get the value inside the cell
+                            if (!isNaN(value)) {
+                                total += value;
+                            }
+                        });
+
+                        // Get the last row index and append the total row
+                        var lastRow = $('row:last', sheet);
+                        var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
+                        var totalRow = '<row r="' + rowIndex + '">' +
+                            '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
+                            '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
+                            '</row>';
+
+                        // Append the new total row to the sheet
+                        $(sheet).find('sheetData').append(totalRow);
+                    }
+                }
+
+            ],
+            language: {
+                search: "_INPUT_",
+                searchPlaceholder: "Search..."
+            },
+            paging: true, // Enable pagination
+            pageLength: 25, // Set default number of rows per page (optional)
+            ordering: false, 
+        });
+    } else {
+        console.error("Table not found.");
+    }
+});
+
+</script>

app/Views/variance_report_list.php

@@ -27,6 +27,7 @@ table.dataTable tbody td {
 </style>
 
 <div class="row" id="varience_filter">
+
     <div class="col-12" style="margin-top: -12px;">
         <div id="accordion" class="mb-3">
             <div class="card mb-1">
@@ -43,34 +44,35 @@ table.dataTable tbody td {
 
                                 <div class="form-group col-md-3">
                                     <label for="client_branch">Client<span class="text-danger"></span></label>
-                                    <select class="form-control" id="client_id" name="client_id">
+                                    <select class="form-control" id="client_id" name="client_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
                                         <option value="0">Select Client</option>
-                                        <?php
-                                            if (isset($clients) && count($clients)) {
-                                                foreach ($clients as $key => $value) {
-                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
-                                                }
-                                            }
-                                        ?>
                                     </select>
                                 </div>
 
                                 <div class="form-group col-md-3">
-                                    <label for="addon_policy"> Insurer <span id="base_danger"
-                                            class="text-danger"></span></label>
-                                    <select class="form-control" id="insurer_id" name="insurer_id">
+                                    <label for="client_branch_id">Client Branch<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_branch_id" name="client_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
+                                        <option value="0">Select Client Branch</option>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="insurer_id"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id" name="insurer_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()" >
                                         <option value="0" selected>Select Insurer</option>
-                                        <?php if(isset($insurer) && count($insurer)){ ?>
-                                        <?php foreach ($insurer as $value) { ?>
-                                        <option value="<?= $value['id']?>"><?= $value['name']?></option>
-                                        <?php } ?>
-                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="insurer_branch_id"> Insurer Branch <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_branch_id" name="insurer_branch_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
+                                        <option value="0" selected>Select Insurer Branch</option>
                                     </select>
                                 </div>
 
                                 <div class="form-group col-md-3">
                                     <label for="email"> Policy Type <span class="text-danger"></span></label>
-                                    <select class="form-control" id="policy_type_id" name="policy_type_id">
+                                    <select class="form-control" id="policy_type_id" name="policy_type_id" onchange="getClientPolicyDataBasedOnClientAndInsuer()">
                                         <option value="0">Select Policy Type</option>
                                         <?php
                                             if (isset($policy_types) && count($policy_types)) {
@@ -82,6 +84,13 @@ table.dataTable tbody td {
                                     </select>
                                 </div>
 
+                                <div class="form-group col-md-3">
+                                    <label for="client_policy_id"> Client Policy <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="client_policy_id" name="client_policy_id" >
+                                        <option value="0" selected>Select client policy</option>
+                                    </select>
+                                </div>
+
                                 <div class="form-group col-md-3">
                                     <label for="client_branch">Issuer<span class="text-danger">*</span></label>
                                     <select class="form-control" id="issuer" name="issuer" required>
@@ -96,10 +105,6 @@ table.dataTable tbody td {
                                     </select>
                                 </div>
 
-                            </div>
-
-                            <div class="form-row">
-
                                 <div class="form-group col-md-3">
                                     <label>Date Type<span class="text-danger"></span></label>
                                     <select class="form-control" id="date_type" name="date_type"
@@ -135,6 +140,7 @@ table.dataTable tbody td {
                                     class="btn btn-primary" id="get-emp-list"
                                     onclick="fetchEmpolyeeList(event);">Submit</a>
                             </div>
+
                         </div>
                     </div>
                 </div>
@@ -158,17 +164,15 @@ table.dataTable tbody td {
                     <thead class="bg-light">
                         <tr>
                             <th>S.No</th>
-                            <th>Client Name</th>
+                            <th>Client</th>
+                            <th>Client Branch</th>
                             <th>Insurer</th>
+                            <th>Insurer Branch</th>
                             <th>Policy</th>
-                            <!-- <th>Policy No</th> -->
                             <th>Endorsement No</th>
                             <th>Expected Amount</th>
-                            <th>Invoice Status</th>
-                            <th>Invoice Amount</th>
-                            <th>Realization Amount</th>
+                            <th>Statement Amount</th>
                             <th>Variance</th>
-                            <!-- <th>Action</th> -->
                         </tr>
                     </thead>
                     <tbody>
@@ -177,34 +181,14 @@ table.dataTable tbody td {
                         <tr>
                             <td><?= $index + 1 ?></td>
                             <td><?php echo $row['client_name']; ?></td>
+                            <td><?php echo $row['client_branch_name']; ?></td>
                             <td><?php echo $row['insurer_name']; ?></td>
+                            <td><?php echo $row['insurer_branch_name']; ?></td>
                             <td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
-                            <!-- <td><?php echo $row['policy_no']; ?></td> -->
                             <td><?php echo $row['endorsement_no']; ?></td>
                             <td class="right-align-input"><?php echo $row['exp_amt']; ?></td>
-                            <td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
-                            <td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
-                            <td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
-                            <td class="right-align-input"><?php echo $row['variance']; ?></td>
-                            <!-- <td>
-                                <div class="btn-group dropdown">
-                                    <a href="javascript: void(0);"
-                                        class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
-                                        aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
-                                    <div class="dropdown-menu dropdown-menu-right">
-                                        <a href="
-                                                <?php 
-                                                    if ($row['action_type'] == 'I') {
-                                                        echo base_url("/policy_tranction/inception/list") . '?pt_id=' . $row['id']; 
-                                                    } else {
-                                                        echo base_url("/policy_tranction/endorsement/list") . '?pt_id=' . $row['id']; 
-                                                    }
-                                                ?>" id="get-policy-list" class="dropdown-item btnEdit">
-                                            <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
-                                        </a>
-                                    </div>
-                                </div>
-                            </td> -->
+                            <td class="right-align-input"><?php echo $row['statement_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['variance_amt']; ?></td>
                         </tr>
                         <?php } ?>
                         <?php } ?>
@@ -219,6 +203,13 @@ table.dataTable tbody td {
 </div>
 
 <script>
+
+let client_list = [];
+let branch_list = [];
+let policy_list = [];
+let insurer_list = [];
+let insurer_branch_list = [];
+
 // Datatable document ready
 $(document).ready(function() {
 
@@ -282,13 +273,18 @@ $(document).ready(function() {
 });
 
 $(document).ready(function() {
+    getClientAndBranchAndPolicy()
     getURLParams()
     $('#client_id').select2();
+    $('#client_branch_id').select2();
     $('#insurer_id').select2();
+    $('#insurer_branch_id').select2();
+    $('#client_policy_id').select2();
     $('#policy_type_id').select2();
 })
 
-function fetchEmpolyeeList(event) {
+function fetchEmpolyeeList(event) 
+{
     event.preventDefault(); // Prevent default action
 
     var start_date = $('#startDate').val();
@@ -298,6 +294,9 @@ function fetchEmpolyeeList(event) {
     var policy_type_id = $('#policy_type_id').val();
     var date_type = $('#date_type').val();
     var issuer = $('#issuer').val();
+    var client_branch_id = $('#client_branch_id').val();
+    var insurer_branch_id = $('#insurer_branch_id').val();
+    var client_policy_id = $('#client_policy_id').val();
 
     console.log(start_date + '-' + end_date);
 
@@ -309,6 +308,9 @@ function fetchEmpolyeeList(event) {
         policy_type_id: policy_type_id,
         date_type: date_type,
         issuer: issuer,
+        client_branch_id: client_branch_id,
+        insurer_branch_id: insurer_branch_id,
+        client_policy_id: client_policy_id,
     };
 
     const queryString = objectToQueryString(queryParams);
@@ -321,7 +323,8 @@ function objectToQueryString(obj) {
     return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
 }
 
-function getURLParams() {
+function getURLParams() 
+{
     const url = new URL(window.location.href);
     const params = new URLSearchParams(url.search);
 
@@ -332,6 +335,9 @@ function getURLParams() {
     const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
     const date_type = params.get('date_type') || 0; // Default to 0 if not found
     const issuer = params.get('issuer') || 0; // Default to 0 if not found
+    const client_branch_id = params.get('client_branch_id') || 0; // Default to 0 if not found
+    const insurer_branch_id = params.get('insurer_branch_id') || 0; // Default to 0 if not found
+    const client_policy_id = params.get('client_policy_id') || 0; // Default to 0 if not found
 
     hideDateField(date_type)
 
@@ -339,16 +345,19 @@ function getURLParams() {
     console.log('endDate', endDate)
     console.log('client_id', client_id)
     console.log('insurer_id', insurer_id)
-    console.log('policy_type_id', policy_type_id)
+    console.log('policy_type_id', policy_type_id)   
     console.log('date_type', date_type)
     console.log('issuer', issuer)
+    console.log('client_branch_id', client_branch_id)
+    console.log('insurer_branch_id', insurer_branch_id)
+    console.log('client_policy_id', client_policy_id)
 
     // Log the values or use them as needed
     console.log('Start Date:', startDate);
     console.log('End Date:', endDate);
 
     if (startDate != 0 && endDate != 0) {
-        setTimeout(function() {
+        setTimeout(function(){
             $('#start_date').val(startDate)
             $('#end_date').val(endDate)
             $('#client_id').val(client_id).change()
@@ -356,7 +365,14 @@ function getURLParams() {
             $('#policy_type_id').val(policy_type_id).change()
             $('#date_type').val(date_type)
             $('#issuer').val(issuer)
-        }, 1000)
+            setTimeout(function(){
+                $('#client_branch_id').val(client_branch_id).change()
+                $('#insurer_branch_id').val(insurer_branch_id).change()
+                setTimeout(function(){
+                    $('#client_policy_id').val(client_policy_id).change();
+                }, 1000);
+            }, 2000)
+        },2000)
 
     }
 
@@ -432,7 +448,6 @@ function hideDateField(input = null) {
     }
 }
 
-
 function sendPolicyTransactionID(event, pt_id) {
     event.preventDefault(); // Prevent default action
 
@@ -447,4 +462,214 @@ function sendPolicyTransactionID(event, pt_id) {
     console.log(apiURL);
     window.location.href = apiURL;
 }
+
+// -------------------------------------------------------------------------------------------------
+
+//featch client, client branch, insurer, insurer branch and client policy list data
+function getClientAndBranchAndPolicy()
+{   
+    $.ajax({
+        url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
+        type: "GET",
+        dataType: 'json',
+        success: function(res) {
+
+            console.log('getClientAndBranchAndPolicy', res);
+            if(res.status == true){
+                client_list = res.client_data;
+                branch_list = res.branch_data;
+                policy_list = res.policy_data;
+                insurer_list = res.insurer_data;
+                insurer_branch_list = res.insurer_branch_data;
+                appendClients(res.client_data);
+                appendInsurer(res.insurer_data);
+            }else{
+                console.log('No data found');
+            }
+
+        },
+        error: function(xhr, status, error) {
+            console.error(xhr.responseText);
+            console.error(status, error);
+        }
+    });
+}
+
+//append clients for filter 
+function appendClients(data) 
+{
+    $('#client_id').empty();
+
+    $('#client_id').append($('<option>', {
+        value: '',
+        text: 'Select Client'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.client_name,
+            'data-cn': item.client_name,
+            'data-ct': item.client_type,
+            class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
+        });
+
+        $('#client_id').append(option);
+    });
+
+}
+
+//append clients branch for filter 
+function appendBranch(data) 
+{
+
+    $('#client_branch_id').empty();
+
+    $('#client_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select Branch'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name 
+        });
+        $('#client_branch_id').append(option);
+    });
+}
+
+//append insurer for filter 
+function appendInsurer(data) 
+{
+    $('#insurer_id').empty();
+
+    $('#insurer_id').append($('<option>', {
+        value: '',
+        text: 'Select Insurer'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.name,
+        });
+
+        $('#insurer_id').append(option);
+    });
+
+}
+
+//append insurer branch for filter 
+function appendInsurerBranch(data) 
+{
+
+    $('#insurer_branch_id').empty();
+
+    $('#insurer_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select Insurer Branch'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name 
+        });
+        $('#insurer_branch_id').append(option);
+    });
+}
+
+//append client policy for filter
+function appendPolicies(data)
+{
+    // console.log('appendPolicies', data);
+    // console.log('appendPolicies', $('#client_policy_id'));
+    
+    $('#client_policy_id').empty();
+    $('#client_policy_id').append($('<option>', {
+        value: '',
+        text: 'Select Policy',
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.policy_type + '-' + item.policy_no,
+        });
+        $('#client_policy_id').append(option);
+    });
+}
+
+// -------------------------------------------------------------------------------------------------
+
+//client branch and insurer branch onchange document ready function
+$(document).ready(function(){
+
+    $('#client_id').change(function(){
+
+        let client_id = $(this).val();
+        console.log('client_id', client_id);
+
+        if(branch_list != '') {
+            // console.log(branch_list[client_id]);
+            let data = branch_list[client_id];
+            appendBranch(data);
+        }
+        
+    })
+
+    $('#insurer_id').change(function(){
+
+        let insurer_id = $(this).val();
+        console.log('insurer_id', insurer_id);
+
+        if(insurer_branch_list != '') {
+            // console.log(insurer_branch_list[insurer_id]);
+            let data = insurer_branch_list[insurer_id];
+            appendInsurerBranch(data);
+        }
+
+    })
+
+});
+
+//get policy list based on the client, client_branch, insurer, insurer_branch and policy type
+function getClientPolicyDataBasedOnClientAndInsuer(){
+
+    let client_id = $('#client_id').val() ?? 0;
+    let client_branch_id = $('#client_branch_id').val() ?? 0;
+    let insurer_id = $('#insurer_id').val() ?? 0;
+    let insurer_branch_id = $('#insurer_branch_id').val() ?? 0;
+    let policy_type_id = $('#policy_type_id').val() ?? 0;
+
+    let url = '<?= base_url('util/getClientPolicyDataBasedOnClientAndInsuer/') ?>';
+
+    let requestData = { 
+            client_id: client_id, 
+            client_branch_id: client_branch_id, 
+            insurer_id: insurer_id, 
+            insurer_branch_id: insurer_branch_id, 
+            policy_type_id: policy_type_id, 
+        };
+
+    sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
+        console.log('Data fetched successfully:', response);
+
+        if (response.status === true) {
+
+            appendPolicies(response.data)
+            
+        } else {
+            toastr.warning(response.message, 'WARNING');
+        }
+    }, function(xhr, status, error) {
+        console.error('Error fetching data:', error);
+        console.error(xhr.responseText);
+    });
+
+}
+
 </script>