MERGE_LIVE_BUG_FIXES

app/Commands/TestIciciStatusUpdate.php

@@ -0,0 +1,413 @@
+<?php
+
+namespace App\Commands;
+
+use App\Libraries\TPAClaimsImportServices\IciciClaimImportService;
+use CodeIgniter\CLI\BaseCommand;
+use CodeIgniter\CLI\CLI;
+
+/**
+ * Temporary dry-run helper for ICICI existing-ticket status update logic.
+ *
+ * Usage:
+ *   php spark tpa:test-icici-status --scenario
+ *   php spark tpa:test-icici-status --scenario --apply
+ *   php spark tpa:test-icici-status 68
+ *   php spark tpa:test-icici-status 68 --apply
+ */
+class TestIciciStatusUpdate extends BaseCommand
+{
+    protected $group       = 'TPA';
+    protected $name        = 'tpa:test-icici-status';
+    protected $description = 'Dry-run / apply ICICI existing ticket status update logic';
+    protected $usage       = 'tpa:test-icici-status [file_id] [--scenario] [--apply] [--new-status STATUS]';
+    protected $arguments   = [
+        'file_id' => 'Optional claim_dump_files.id to process',
+    ];
+    protected $options     = [
+        '--scenario'   => 'Seed a controlled pending dump row for one existing ICICI ticket and test status update',
+        '--apply'      => 'Actually run runTicketMasterInsert (default is map-only dry-run)',
+        '--new-status' => 'Dump status string to use in scenario (default: REJECTED)',
+    ];
+
+    public function run(array $params)
+    {
+        helper('utility_helper');
+
+        $db = db_connect();
+        $iciciTpaId = (int) env('ICICI_PRIMARY_KEY_CONSTANT');
+        $fileId = $this->resolveFileId($params);
+        $apply  = $this->hasFlag('apply');
+        $scenario = $this->hasFlag('scenario');
+        $newStatus = $this->resolveOptionValue('new-status', 'REJECTED');
+
+        CLI::write("ICICI_PRIMARY_KEY_CONSTANT = {$iciciTpaId}", 'yellow');
+        CLI::write('Parsed args: file_id=' . $fileId . ', apply=' . ($apply ? 'yes' : 'no') . ', scenario=' . ($scenario ? 'yes' : 'no') . ', new_status=' . $newStatus, 'yellow');
+
+        if ($scenario) {
+            $fileId = $this->seedScenario($db, $iciciTpaId, $newStatus);
+            if ($fileId <= 0) {
+                return;
+            }
+        }
+
+        if ($fileId <= 0) {
+            $recent = $db->table('claim_dump_files')
+                ->select('id, tpa_id, client_id, client_policy_id, file_name, status, created_at')
+                ->where('tpa_id', $iciciTpaId)
+                ->orderBy('id', 'DESC')
+                ->limit(10)
+                ->get()
+                ->getResultArray();
+
+            CLI::write('No --file_id provided. Recent ICICI claim_dump_files:', 'cyan');
+            if (empty($recent)) {
+                CLI::error('No ICICI claim dump files found.');
+                $this->printMatchPreview($db, $iciciTpaId);
+                return;
+            }
+
+            foreach ($recent as $row) {
+                CLI::write(json_encode($row));
+            }
+
+            CLI::newLine();
+            CLI::write('Controlled scenario test:', 'green');
+            CLI::write('  php spark tpa:test-icici-status --scenario');
+            CLI::write('  php spark tpa:test-icici-status --scenario --apply');
+            CLI::write('Existing file (use positional file_id):');
+            CLI::write('  php spark tpa:test-icici-status 68');
+            CLI::write('  php spark tpa:test-icici-status 68 --apply');
+            $this->printMatchPreview($db, $iciciTpaId);
+            return;
+        }
+
+        $file = $db->table('claim_dump_files')->where('id', $fileId)->get()->getRowArray();
+        if (empty($file)) {
+            CLI::error("claim_dump_files id={$fileId} not found");
+            return;
+        }
+
+        CLI::write('File: ' . json_encode([
+            'id' => $file['id'],
+            'tpa_id' => $file['tpa_id'],
+            'status' => $file['status'],
+            'file_name' => $file['file_name'],
+            'client_policy_id' => $file['client_policy_id'],
+        ]), 'cyan');
+
+        if ((int) $file['tpa_id'] !== $iciciTpaId) {
+            CLI::error("File tpa_id={$file['tpa_id']} is not ICICI ({$iciciTpaId}). Aborting.");
+            return;
+        }
+
+        $pendingDump = $db->table('claims_dump_icici')
+            ->where('file_id', $fileId)
+            ->where('is_active', 1)
+            ->where('ticket_id IS NULL', null, false)
+            ->where('master_reject_reason IS NULL', null, false)
+            ->countAllResults();
+
+        CLI::write("Pending dump rows for mapClaimMasterData: {$pendingDump}", 'yellow');
+
+        $service = new IciciClaimImportService();
+
+        if ($apply) {
+            CLI::write('APPLY mode: running runTicketMasterInsert...', 'light_red');
+
+            $pendingBefore = $db->table('claims_dump_icici')
+                ->select('id, ticket_id, master_reject_reason, updated_status, employee_member_id, uhid, claimed_amount, doa')
+                ->where('file_id', $fileId)
+                ->where('is_active', 1)
+                ->get()
+                ->getResultArray();
+            CLI::write('Dump rows BEFORE: ' . json_encode($pendingBefore, JSON_PRETTY_PRINT));
+
+            $result = $service->runTicketMasterInsert(['file_id' => $fileId]);
+            CLI::write('Result: ' . json_encode($result, JSON_PRETTY_PRINT));
+
+            $pendingAfter = $db->table('claims_dump_icici')
+                ->select('id, ticket_id, master_reject_reason, updated_status, employee_member_id, uhid, claimed_amount, doa')
+                ->where('file_id', $fileId)
+                ->where('is_active', 1)
+                ->get()
+                ->getResultArray();
+            CLI::write('Dump rows AFTER: ' . json_encode($pendingAfter, JSON_PRETTY_PRINT));
+
+            $ticketIds = array_values(array_filter(array_column($pendingAfter, 'ticket_id')));
+            if (!empty($ticketIds)) {
+                $ticketsAfter = $db->table('ticket_master')
+                    ->select('id, claim_status_id, claim_dump_ref_id, emp_code, tpa_no, claim_amount, doa')
+                    ->whereIn('id', $ticketIds)
+                    ->get()
+                    ->getResultArray();
+                CLI::write('Linked tickets AFTER: ' . json_encode($ticketsAfter, JSON_PRETTY_PRINT));
+            }
+
+            return;
+        }
+
+        CLI::write('DRY-RUN mode: calling mapClaimMasterData only (no DB writes)...', 'green');
+
+        $ref = new \ReflectionClass($service);
+        $method = $ref->getMethod('mapClaimMasterData');
+        $method->setAccessible(true);
+        $mapped = $method->invoke($service, $fileId);
+
+        if (empty($mapped['status'])) {
+            CLI::error('mapClaimMasterData failed: ' . ($mapped['message'] ?? 'unknown'));
+            if (!empty($mapped['error_data'])) {
+                CLI::write(json_encode($mapped['error_data'], JSON_PRETTY_PRINT));
+            }
+            return;
+        }
+
+        $inserts = $mapped['mapped_array'] ?? [];
+        $rejects = $mapped['rejected_reason_array'] ?? [];
+        $updates = $mapped['status_update_array'] ?? [];
+
+        CLI::newLine();
+        CLI::write('=== RESULT COUNTS ===', 'yellow');
+        CLI::write('New tickets to insert     : ' . count($inserts));
+        CLI::write('Status updates (existing) : ' . count($updates));
+        CLI::write('Rejected / skipped rows   : ' . count($rejects));
+
+        CLI::newLine();
+        CLI::write('=== STATUS UPDATE ARRAY ===', 'cyan');
+        CLI::write(empty($updates) ? '(none)' : json_encode($updates, JSON_PRETTY_PRINT));
+
+        CLI::newLine();
+        CLI::write('=== REJECT / SKIP REASONS (first 20) ===', 'cyan');
+        CLI::write(json_encode(array_slice($rejects, 0, 20), JSON_PRETTY_PRINT));
+
+        if (!empty($updates)) {
+            CLI::newLine();
+            CLI::write('Ticket fields BEFORE update:', 'yellow');
+            $ids = array_column($updates, 'id');
+            $before = $db->table('ticket_master')
+                ->select('id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, file_id')
+                ->whereIn('id', $ids)
+                ->get()
+                ->getResultArray();
+            CLI::write(json_encode($before, JSON_PRETTY_PRINT));
+        }
+
+        CLI::newLine();
+        CLI::write('To apply for real:', 'green');
+        CLI::write("  php spark tpa:test-icici-status {$fileId} --apply");
+    }
+
+    private function resolveFileId(array $params): int
+    {
+        if (!empty($params['file_id'])) {
+            return (int) $params['file_id'];
+        }
+        if (!empty($params[0]) && is_numeric($params[0])) {
+            return (int) $params[0];
+        }
+
+        // Fallback for --file_id=68 / --file_id 68 (CI option parsing can miss these)
+        $argv = $_SERVER['argv'] ?? [];
+        foreach ($argv as $i => $arg) {
+            if (preg_match('/^--file[_-]id=(.+)$/', (string) $arg, $m)) {
+                return (int) $m[1];
+            }
+            if (in_array($arg, ['--file_id', '--file-id'], true) && isset($argv[$i + 1])) {
+                return (int) $argv[$i + 1];
+            }
+        }
+
+        $opt = CLI::getOption('file_id') ?? CLI::getOption('file-id');
+        return (int) ($opt ?? 0);
+    }
+
+    private function hasFlag(string $name): bool
+    {
+        if (CLI::getOption($name) !== null) {
+            return true;
+        }
+
+        $argv = $_SERVER['argv'] ?? [];
+        return in_array('--' . $name, $argv, true);
+    }
+
+    private function resolveOptionValue(string $name, string $default): string
+    {
+        $opt = CLI::getOption($name);
+        if (is_string($opt) && $opt !== '') {
+            return $opt;
+        }
+
+        $argv = $_SERVER['argv'] ?? [];
+        foreach ($argv as $i => $arg) {
+            if (preg_match('/^--' . preg_quote($name, '/') . '=(.+)$/', (string) $arg, $m)) {
+                return trim($m[1]);
+            }
+            if ($arg === '--' . $name && isset($argv[$i + 1]) && strpos((string) $argv[$i + 1], '--') !== 0) {
+                return (string) $argv[$i + 1];
+            }
+        }
+
+        return $default;
+    }
+
+    /**
+     * Create a temporary claim_dump_files + one pending claims_dump_icici row
+     * matching an existing ticket, with a different dump status.
+     */
+    private function seedScenario($db, int $iciciTpaId, string $newStatus): int
+    {
+        CLI::write("Seeding controlled ICICI status-update scenario (new_status={$newStatus})...", 'cyan');
+
+        $ticket = $db->table('ticket_master')
+            ->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
+            ->where('tpa_id', $iciciTpaId)
+            ->where('is_active', 1)
+            ->where('emp_code IS NOT NULL', null, false)
+            ->where('tpa_no IS NOT NULL', null, false)
+            ->where('claim_amount IS NOT NULL', null, false)
+            ->where('doa IS NOT NULL', null, false)
+            ->orderBy('id', 'DESC')
+            ->get()
+            ->getRowArray();
+
+        if (empty($ticket)) {
+            // Fall back to any ticket, then override tpa matching by using that ticket's keys
+            $ticket = $db->table('ticket_master')
+                ->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
+                ->where('is_active', 1)
+                ->where('claim_created_by', 'DUMP_TPA')
+                ->where('emp_code IS NOT NULL', null, false)
+                ->where('tpa_no IS NOT NULL', null, false)
+                ->where('claim_amount IS NOT NULL', null, false)
+                ->where('doa IS NOT NULL', null, false)
+                ->orderBy('id', 'DESC')
+                ->get()
+                ->getRowArray();
+        }
+
+        if (empty($ticket)) {
+            CLI::error('No suitable existing ticket found to seed a status-update scenario.');
+            return 0;
+        }
+
+        CLI::write('Using existing ticket: ' . json_encode([
+            'id' => $ticket['id'],
+            'emp_code' => $ticket['emp_code'],
+            'tpa_no' => $ticket['tpa_no'],
+            'claim_amount' => $ticket['claim_amount'],
+            'doa' => $ticket['doa'],
+            'claim_status_id' => $ticket['claim_status_id'],
+            'claim_dump_ref_id' => $ticket['claim_dump_ref_id'] ?? null,
+            'tpa_id' => $ticket['tpa_id'],
+        ]), 'yellow');
+
+        // Clear stale claim_dump_ref_id so the scenario can re-test link backfill.
+        if (!empty($ticket['claim_dump_ref_id'])) {
+            $db->table('ticket_master')->where('id', $ticket['id'])->update([
+                'claim_dump_ref_id' => null,
+            ]);
+            $ticket['claim_dump_ref_id'] = null;
+            CLI::write('Cleared stale ticket.claim_dump_ref_id for retest.', 'yellow');
+        }
+
+        // Ensure a physical file exists for resolveTpaClaimDumpFile if --apply uses controller later
+        $uploadDir = WRITEPATH . 'uploads' . DIRECTORY_SEPARATOR . 'claim_dump_excel' . DIRECTORY_SEPARATOR;
+        if (!is_dir($uploadDir)) {
+            mkdir($uploadDir, 0775, true);
+        }
+        $fileName = 'icici_status_test_' . date('Ymd_His') . '.xlsx';
+        $filePath = $uploadDir . $fileName;
+        if (!is_file($filePath)) {
+            file_put_contents($filePath, 'placeholder');
+        }
+
+        $fileInsert = [
+            'tpa_id' => $iciciTpaId,
+            'client_id' => $ticket['client_id'],
+            'client_policy_id' => $ticket['client_policy_id'],
+            'file_name' => $fileName,
+            'status' => 'pending',
+            'created_by' => 1,
+            'created_at' => date('Y-m-d H:i:s'),
+            'is_active' => 1,
+        ];
+
+        // claim_dump_files may have different nullable columns; insert only known-safe ones
+        $fileCols = array_column($db->query('SHOW COLUMNS FROM claim_dump_files')->getResultArray(), 'Field');
+        $fileInsert = array_intersect_key($fileInsert, array_flip($fileCols));
+
+        $db->table('claim_dump_files')->insert($fileInsert);
+        $fileId = (int) $db->insertID();
+        if ($fileId <= 0) {
+            CLI::error('Failed to create claim_dump_files row for scenario.');
+            return 0;
+        }
+
+        $dumpInsert = [
+            'client_id' => $ticket['client_id'],
+            'client_policy_id' => $ticket['client_policy_id'],
+            'file_id' => $fileId,
+            'employee_member_id' => $ticket['emp_code'],
+            'uhid' => $ticket['tpa_no'],
+            'claimed_amount' => $ticket['claim_amount'],
+            'doa' => $ticket['doa'],
+            'updated_status' => $newStatus,
+            'relation' => 'SELF',
+            'is_active' => 1,
+            'created_by' => 1,
+            'created_at' => date('Y-m-d H:i:s'),
+            'ticket_id' => null,
+            'master_reject_reason' => null,
+        ];
+
+        $dumpCols = array_column($db->query('SHOW COLUMNS FROM claims_dump_icici')->getResultArray(), 'Field');
+        $dumpInsert = array_intersect_key($dumpInsert, array_flip($dumpCols));
+
+        $db->table('claims_dump_icici')->insert($dumpInsert);
+        $dumpId = (int) $db->insertID();
+
+        CLI::write("Seeded file_id={$fileId}, dump_id={$dumpId}", 'green');
+        CLI::write("Expected: if ticket claim_status_id ({$ticket['claim_status_id']}) != mapped REJECTED(8)/chosen status, status_update_array should contain ticket {$ticket['id']}", 'green');
+
+        return $fileId;
+    }
+
+    private function printMatchPreview($db, int $iciciTpaId): void
+    {
+        CLI::newLine();
+        CLI::write('Preview: dump rows that match existing tickets (possible status updates)', 'cyan');
+
+        $sql = "
+            SELECT
+                cd.id AS dump_id,
+                cd.file_id,
+                cd.employee_member_id,
+                cd.uhid,
+                cd.claimed_amount,
+                cd.doa,
+                cd.updated_status AS dump_status,
+                tm.id AS ticket_id,
+                tm.claim_status_id AS current_status_id
+            FROM claims_dump_icici cd
+            INNER JOIN ticket_master tm
+                ON tm.is_active = 1
+                AND tm.emp_code = cd.employee_member_id
+                AND tm.tpa_no = cd.uhid
+                AND tm.claim_amount = cd.claimed_amount
+                AND tm.doa = cd.doa
+            WHERE cd.is_active = 1
+              AND tm.tpa_id = ?
+            ORDER BY cd.id DESC
+            LIMIT 10
+        ";
+
+        $rows = $db->query($sql, [$iciciTpaId])->getResultArray();
+        if (empty($rows)) {
+            CLI::write('No overlapping dump/ticket pairs found.');
+            return;
+        }
+
+        CLI::write(json_encode($rows, JSON_PRETTY_PRINT));
+    }
+}

app/Commands/TestTpaStatusUpdate.php

@@ -0,0 +1,524 @@
+<?php
+
+namespace App\Commands;
+
+use App\Libraries\TpaClaimsImportFactory;
+use CodeIgniter\CLI\BaseCommand;
+use CodeIgniter\CLI\CLI;
+
+/**
+ * Dry-run / apply existing-ticket status+link update logic for any TPA.
+ *
+ * Usage:
+ *   php spark tpa:test-status
+ *   php spark tpa:test-status --tpa=all
+ *   php spark tpa:test-status --tpa=abhi --scenario
+ *   php spark tpa:test-status --tpa=fhpl --scenario --apply
+ *   php spark tpa:test-status --tpa=icici 69 --apply
+ */
+class TestTpaStatusUpdate extends BaseCommand
+{
+    protected $group       = 'TPA';
+    protected $name        = 'tpa:test-status';
+    protected $description = 'Dry-run / apply existing ticket status+link updates for TPA claim dumps';
+    protected $usage       = 'tpa:test-status [file_id] [--tpa=NAME|all] [--scenario] [--apply] [--new-status=STATUS]';
+    protected $arguments   = [
+        'file_id' => 'Optional claim_dump_files.id to process',
+    ];
+    protected $options     = [
+        '--tpa'        => 'TPA key: icici|abhi|mediassist|fhpl|rcare|vidal|all (default: all for --scenario)',
+        '--scenario'   => 'Seed one pending dump row matching an existing ticket',
+        '--apply'      => 'Actually run runTicketMasterInsert (default is map-only dry-run)',
+        '--new-status' => 'Dump status string for scenario (defaults per TPA)',
+    ];
+
+    /**
+     * Per-TPA dump column mapping used to seed scenario rows.
+     */
+    private function tpaConfigs(): array
+    {
+        return [
+            'icici' => [
+                'env'           => 'ICICI_PRIMARY_KEY_CONSTANT',
+                'table'         => 'claims_dump_icici',
+                'status_column' => 'updated_status',
+                'default_status'=> 'REJECTED',
+                'same_status'   => 'PAID',
+                'dump_to_ticket'=> [
+                    'employee_member_id' => 'emp_code',
+                    'uhid'               => 'tpa_no',
+                    'claimed_amount'     => 'claim_amount',
+                    'doa'                => 'doa',
+                ],
+                'extra_dump' => [
+                    'relation' => 'SELF',
+                ],
+            ],
+            'abhi' => [
+                'env'           => 'ABHI_PRIMARY_KEY_CONSTANT',
+                'table'         => 'claims_dump_abhi',
+                'status_column' => 'claim_status',
+                'default_status'=> 'Rejected',
+                'same_status'   => 'Settled',
+                'dump_to_ticket'=> [
+                    'member_code'    => 'emp_code',
+                    'healthcard_id'  => 'tpa_no',
+                    'claimed_amount' => 'claim_amount',
+                    'doa'            => 'doa',
+                ],
+                'extra_dump' => [
+                    'relation' => 'SELF',
+                ],
+            ],
+            'mediassist' => [
+                'env'           => 'MEDI_ASSIST_PRIMARY_KEY_CONSTANT',
+                'table'         => 'claims_dump_medi_assist',
+                'status_column' => 'claim_status',
+                'default_status'=> 'Rejected',
+                'same_status'   => 'Settled',
+                'dump_to_ticket'=> [
+                    'pribenef_employee_code' => 'emp_code',
+                    'event_id'               => 'tpa_no',
+                    'claim_amount'           => 'claim_amount',
+                    'date_of_admission'      => 'doa',
+                ],
+                'extra_dump' => [
+                    'benef_relation' => 'SELF',
+                ],
+            ],
+            'fhpl' => [
+                'env'           => 'FHPL_PRIMARY_KEY_CONSTANT',
+                'table'         => 'claims_dump_fhpl',
+                'status_column' => 'current_claim_status',
+                'default_status'=> 'Rejected',
+                'same_status'   => 'Settled',
+                'dump_to_ticket'=> [
+                    'employee_id'    => 'emp_code',
+                    'uhid_no'        => 'tpa_no',
+                    'claim_amount'   => 'claim_amount',
+                    'admission_date' => 'doa',
+                ],
+                'extra_dump' => [
+                    'relationship' => 'SELF',
+                ],
+            ],
+            'rcare' => [
+                'env'           => 'R_CARE_PRIMARY_KEY_CONSTANT',
+                'table'         => 'claims_dump_reliance',
+                'status_column' => 'final_status',
+                'default_status'=> 'Rejected',
+                'same_status'   => 'Settled',
+                'dump_to_ticket'=> [
+                    'employee_member_id'     => 'emp_code',
+                    'uhid'                   => 'tpa_no',
+                    'claimed_amount'         => 'claim_amount',
+                    'doa_opd_treatment_from' => 'doa',
+                ],
+                'extra_dump' => [
+                    'relation' => 'SELF',
+                ],
+            ],
+            'vidal' => [
+                'env'           => 'VIDAL_PRIMARY_KEY_CONSTANT',
+                'table'         => 'claims_dump_vidal',
+                'status_column' => 'claim_status',
+                'default_status'=> 'Rejected',
+                'same_status'   => 'Settled',
+                'dump_to_ticket'=> [
+                    'employee_number'                 => 'emp_code',
+                    'primary_policy_holder_card_id'  => 'tpa_no',
+                    'claim_amount'                    => 'claim_amount',
+                    'date_of_admission'               => 'doa',
+                ],
+                'extra_dump' => [
+                    'relation' => 'SELF',
+                ],
+            ],
+        ];
+    }
+
+    public function run(array $params)
+    {
+        helper('utility_helper');
+
+        $db = db_connect();
+        $apply = $this->hasFlag('apply');
+        $scenario = $this->hasFlag('scenario');
+        $tpaOpt = strtolower((string) ($this->resolveOptionValue('tpa', '') ?: (CLI::getOption('tpa') ?? '')));
+        $fileId = $this->resolveFileId($params);
+        $newStatusOverride = $this->resolveOptionValue('new-status', '');
+
+        $configs = $this->tpaConfigs();
+
+        // Resolve which TPAs to run
+        if ($tpaOpt === '' || $tpaOpt === 'all') {
+            $selected = array_keys($configs);
+            if (!$scenario && $fileId <= 0) {
+                $this->printUsage($configs);
+                return;
+            }
+        } elseif (isset($configs[$tpaOpt])) {
+            $selected = [$tpaOpt];
+        } else {
+            CLI::error("Unknown --tpa={$tpaOpt}. Use: " . implode('|', array_keys($configs)) . '|all');
+            return;
+        }
+
+        foreach ($selected as $tpaKey) {
+            CLI::newLine();
+            CLI::write(str_repeat('=', 60), 'yellow');
+            CLI::write('TPA: ' . strtoupper($tpaKey), 'yellow');
+            CLI::write(str_repeat('=', 60), 'yellow');
+
+            try {
+                $this->runForTpa(
+                    $db,
+                    $tpaKey,
+                    $configs[$tpaKey],
+                    $scenario,
+                    $apply,
+                    $fileId,
+                    $newStatusOverride
+                );
+            } catch (\Throwable $e) {
+                CLI::error("[{$tpaKey}] " . $e->getMessage());
+            }
+        }
+    }
+
+    private function runForTpa(
+        $db,
+        string $tpaKey,
+        array $cfg,
+        bool $scenario,
+        bool $apply,
+        int $fileId,
+        string $newStatusOverride
+    ): void {
+        $tpaId = (int) env($cfg['env']);
+        CLI::write("{$cfg['env']} = {$tpaId}", 'cyan');
+        CLI::write("table={$cfg['table']}, status_column={$cfg['status_column']}", 'cyan');
+
+        if (!$this->tableExists($db, $cfg['table'])) {
+            CLI::error("Table {$cfg['table']} does not exist. Skipping.");
+            return;
+        }
+
+        $newStatus = $newStatusOverride !== '' ? $newStatusOverride : $cfg['default_status'];
+        $currentFileId = $fileId;
+
+        if ($scenario) {
+            $currentFileId = $this->seedScenario($db, $tpaKey, $cfg, $tpaId, $newStatus);
+            if ($currentFileId <= 0) {
+                return;
+            }
+        }
+
+        if ($currentFileId <= 0) {
+            $this->listRecentFiles($db, $tpaId, $tpaKey);
+            return;
+        }
+
+        $file = $db->table('claim_dump_files')->where('id', $currentFileId)->get()->getRowArray();
+        if (empty($file)) {
+            CLI::error("claim_dump_files id={$currentFileId} not found");
+            return;
+        }
+
+        CLI::write('File: ' . json_encode([
+            'id' => $file['id'],
+            'tpa_id' => $file['tpa_id'],
+            'status' => $file['status'],
+            'file_name' => $file['file_name'],
+            'client_policy_id' => $file['client_policy_id'],
+        ]));
+
+        if ((int) $file['tpa_id'] !== $tpaId) {
+            CLI::error("File tpa_id={$file['tpa_id']} does not match {$tpaKey} ({$tpaId}). Skipping.");
+            return;
+        }
+
+        $pending = $db->table($cfg['table'])
+            ->where('file_id', $currentFileId)
+            ->where('is_active', 1)
+            ->where('ticket_id IS NULL', null, false)
+            ->where('master_reject_reason IS NULL', null, false)
+            ->countAllResults();
+        CLI::write("Pending dump rows: {$pending}");
+
+        $service = TpaClaimsImportFactory::make($tpaId);
+
+        if ($apply) {
+            CLI::write('APPLY mode...', 'light_red');
+
+            $beforeDump = $db->table($cfg['table'])
+                ->select($this->dumpSelectColumns($cfg))
+                ->where('file_id', $currentFileId)
+                ->where('is_active', 1)
+                ->get()->getResultArray();
+            CLI::write('Dump BEFORE: ' . json_encode($beforeDump, JSON_PRETTY_PRINT));
+
+            $result = $service->runTicketMasterInsert(['file_id' => $currentFileId]);
+            CLI::write('Result: ' . json_encode($result, JSON_PRETTY_PRINT));
+
+            $afterDump = $db->table($cfg['table'])
+                ->select($this->dumpSelectColumns($cfg))
+                ->where('file_id', $currentFileId)
+                ->where('is_active', 1)
+                ->get()->getResultArray();
+            CLI::write('Dump AFTER: ' . json_encode($afterDump, JSON_PRETTY_PRINT));
+
+            $ticketIds = array_values(array_filter(array_column($afterDump, 'ticket_id')));
+            if (!empty($ticketIds)) {
+                $tickets = $db->table('ticket_master')
+                    ->select('id, claim_status_id, claim_dump_ref_id, emp_code, tpa_no, claim_amount, doa')
+                    ->whereIn('id', $ticketIds)
+                    ->get()->getResultArray();
+                CLI::write('Tickets AFTER: ' . json_encode($tickets, JSON_PRETTY_PRINT));
+            }
+            return;
+        }
+
+        CLI::write('DRY-RUN mode (mapClaimMasterData only)...', 'green');
+        $ref = new \ReflectionClass($service);
+        $method = $ref->getMethod('mapClaimMasterData');
+        $method->setAccessible(true);
+        $mapped = $method->invoke($service, $currentFileId);
+
+        if (empty($mapped['status'])) {
+            CLI::write('mapClaimMasterData: ' . ($mapped['message'] ?? 'failed'));
+            if (!empty($mapped['already_processed'])) {
+                CLI::write('(already processed — dump rows were NOT deleted)', 'green');
+            }
+            return;
+        }
+
+        $inserts = $mapped['mapped_array'] ?? [];
+        $rejects = $mapped['rejected_reason_array'] ?? [];
+        $updates = $mapped['status_update_array'] ?? [];
+
+        CLI::write('inserts=' . count($inserts) . ' updates=' . count($updates) . ' rejects=' . count($rejects));
+        CLI::write('status_update_array: ' . (empty($updates) ? '(none)' : json_encode($updates, JSON_PRETTY_PRINT)));
+        CLI::write('rejected_reason_array: ' . json_encode(array_slice($rejects, 0, 10), JSON_PRETTY_PRINT));
+
+        if (!empty($updates)) {
+            $ids = array_column($updates, 'id');
+            $before = $db->table('ticket_master')
+                ->select('id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id')
+                ->whereIn('id', $ids)
+                ->get()->getResultArray();
+            CLI::write('Tickets BEFORE: ' . json_encode($before, JSON_PRETTY_PRINT));
+        }
+
+        CLI::write("To apply: php spark tpa:test-status --tpa={$tpaKey} {$currentFileId} --apply", 'green');
+    }
+
+    private function seedScenario($db, string $tpaKey, array $cfg, int $tpaId, string $newStatus): int
+    {
+        CLI::write("Seeding scenario for {$tpaKey} (new_status={$newStatus})...", 'cyan');
+
+        $ticket = $db->table('ticket_master')
+            ->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
+            ->where('tpa_id', $tpaId)
+            ->where('is_active', 1)
+            ->where('emp_code IS NOT NULL', null, false)
+            ->where('tpa_no IS NOT NULL', null, false)
+            ->where('claim_amount IS NOT NULL', null, false)
+            ->where('doa IS NOT NULL', null, false)
+            ->orderBy('id', 'DESC')
+            ->get()->getRowArray();
+
+        if (empty($ticket)) {
+            // Fall back: any ticket with identity keys (still allows match by doa/emp/amount/tpa_no)
+            $ticket = $db->table('ticket_master')
+                ->select('id, client_id, client_policy_id, emp_code, tpa_no, claim_amount, doa, claim_status_id, claim_dump_ref_id, tpa_id')
+                ->where('is_active', 1)
+                ->where('emp_code IS NOT NULL', null, false)
+                ->where('tpa_no IS NOT NULL', null, false)
+                ->where('claim_amount IS NOT NULL', null, false)
+                ->where('doa IS NOT NULL', null, false)
+                ->orderBy('id', 'DESC')
+                ->get()->getRowArray();
+        }
+
+        if (empty($ticket)) {
+            CLI::error("[{$tpaKey}] No suitable existing ticket found to seed.");
+            return 0;
+        }
+
+        CLI::write('Using ticket: ' . json_encode([
+            'id' => $ticket['id'],
+            'emp_code' => $ticket['emp_code'],
+            'tpa_no' => $ticket['tpa_no'],
+            'claim_amount' => $ticket['claim_amount'],
+            'doa' => $ticket['doa'],
+            'claim_status_id' => $ticket['claim_status_id'],
+            'claim_dump_ref_id' => $ticket['claim_dump_ref_id'],
+            'tpa_id' => $ticket['tpa_id'],
+        ]));
+
+        if (!empty($ticket['claim_dump_ref_id'])) {
+            $db->table('ticket_master')->where('id', $ticket['id'])->update(['claim_dump_ref_id' => null]);
+            CLI::write('Cleared stale ticket.claim_dump_ref_id for retest.', 'yellow');
+        }
+
+        $uploadDir = WRITEPATH . 'uploads' . DIRECTORY_SEPARATOR . 'claim_dump_excel' . DIRECTORY_SEPARATOR;
+        if (!is_dir($uploadDir)) {
+            mkdir($uploadDir, 0775, true);
+        }
+        $fileName = "{$tpaKey}_status_test_" . date('Ymd_His') . '.xlsx';
+        file_put_contents($uploadDir . $fileName, 'placeholder');
+
+        $fileInsert = [
+            'tpa_id' => $tpaId,
+            'client_id' => $ticket['client_id'],
+            'client_policy_id' => $ticket['client_policy_id'],
+            'file_name' => $fileName,
+            'status' => 'pending',
+            'created_by' => 1,
+            'created_at' => date('Y-m-d H:i:s'),
+            'is_active' => 1,
+        ];
+        $fileCols = array_column($db->query('SHOW COLUMNS FROM claim_dump_files')->getResultArray(), 'Field');
+        $fileInsert = array_intersect_key($fileInsert, array_flip($fileCols));
+        $db->table('claim_dump_files')->insert($fileInsert);
+        $fileId = (int) $db->insertID();
+        if ($fileId <= 0) {
+            CLI::error("[{$tpaKey}] Failed to create claim_dump_files row.");
+            return 0;
+        }
+
+        $dumpInsert = [
+            'client_id' => $ticket['client_id'],
+            'client_policy_id' => $ticket['client_policy_id'],
+            'file_id' => $fileId,
+            'is_active' => 1,
+            'created_by' => 1,
+            'created_at' => date('Y-m-d H:i:s'),
+            'ticket_id' => null,
+            'master_reject_reason' => null,
+            $cfg['status_column'] => $newStatus,
+        ];
+
+        foreach ($cfg['dump_to_ticket'] as $dumpCol => $ticketCol) {
+            $dumpInsert[$dumpCol] = $ticket[$ticketCol] ?? null;
+        }
+        foreach ($cfg['extra_dump'] as $col => $val) {
+            $dumpInsert[$col] = $val;
+        }
+
+        $dumpCols = array_column($db->query('SHOW COLUMNS FROM ' . $cfg['table'])->getResultArray(), 'Field');
+        $dumpInsert = array_intersect_key($dumpInsert, array_flip($dumpCols));
+
+        $db->table($cfg['table'])->insert($dumpInsert);
+        $dumpId = (int) $db->insertID();
+
+        CLI::write("Seeded file_id={$fileId}, dump_id={$dumpId}", 'green');
+        return $fileId;
+    }
+
+    private function dumpSelectColumns(array $cfg): string
+    {
+        $cols = ['id', 'ticket_id', 'master_reject_reason', 'file_id', $cfg['status_column']];
+        foreach (array_keys($cfg['dump_to_ticket']) as $col) {
+            $cols[] = $col;
+        }
+        return implode(', ', array_unique($cols));
+    }
+
+    private function listRecentFiles($db, int $tpaId, string $tpaKey): void
+    {
+        $recent = $db->table('claim_dump_files')
+            ->select('id, tpa_id, client_id, client_policy_id, file_name, status, created_at')
+            ->where('tpa_id', $tpaId)
+            ->orderBy('id', 'DESC')
+            ->limit(5)
+            ->get()->getResultArray();
+
+        CLI::write("Recent {$tpaKey} claim_dump_files:");
+        if (empty($recent)) {
+            CLI::write('(none)');
+        } else {
+            foreach ($recent as $row) {
+                CLI::write(json_encode($row));
+            }
+        }
+        CLI::write("Seed: php spark tpa:test-status --tpa={$tpaKey} --scenario", 'green');
+        CLI::write("Apply: php spark tpa:test-status --tpa={$tpaKey} --scenario --apply", 'green');
+    }
+
+    private function printUsage(array $configs): void
+    {
+        CLI::write('Test existing-ticket status/link update for TPA claim dumps.', 'cyan');
+        CLI::newLine();
+        CLI::write('Dry-run all TPAs (seed scenario, no DB ticket update):');
+        CLI::write('  php spark tpa:test-status --tpa=all --scenario');
+        CLI::newLine();
+        CLI::write('Apply all TPAs (writes to DB):');
+        CLI::write('  php spark tpa:test-status --tpa=all --scenario --apply');
+        CLI::newLine();
+        CLI::write('Single TPA:');
+        foreach (array_keys($configs) as $key) {
+            CLI::write("  php spark tpa:test-status --tpa={$key} --scenario");
+            CLI::write("  php spark tpa:test-status --tpa={$key} --scenario --apply");
+        }
+        CLI::newLine();
+        CLI::write('Same-status (no status change, only null-link fill):');
+        CLI::write('  php spark tpa:test-status --tpa=abhi --scenario --new-status Settled');
+    }
+
+    private function tableExists($db, string $table): bool
+    {
+        return !empty($db->query("SHOW TABLES LIKE " . $db->escape($table))->getResultArray());
+    }
+
+    private function resolveFileId(array $params): int
+    {
+        if (!empty($params['file_id'])) {
+            return (int) $params['file_id'];
+        }
+        if (!empty($params[0]) && is_numeric($params[0])) {
+            return (int) $params[0];
+        }
+
+        $argv = $_SERVER['argv'] ?? [];
+        foreach ($argv as $i => $arg) {
+            if (preg_match('/^--file[_-]id=(.+)$/', (string) $arg, $m)) {
+                return (int) $m[1];
+            }
+            if (in_array($arg, ['--file_id', '--file-id'], true) && isset($argv[$i + 1])) {
+                return (int) $argv[$i + 1];
+            }
+        }
+
+        return (int) (CLI::getOption('file_id') ?? CLI::getOption('file-id') ?? 0);
+    }
+
+    private function hasFlag(string $name): bool
+    {
+        if (CLI::getOption($name) !== null) {
+            return true;
+        }
+        return in_array('--' . $name, $_SERVER['argv'] ?? [], true);
+    }
+
+    private function resolveOptionValue(string $name, string $default): string
+    {
+        $opt = CLI::getOption($name);
+        if (is_string($opt) && $opt !== '') {
+            return $opt;
+        }
+
+        $argv = $_SERVER['argv'] ?? [];
+        foreach ($argv as $i => $arg) {
+            if (preg_match('/^--' . preg_quote($name, '/') . '=(.+)$/', (string) $arg, $m)) {
+                return trim($m[1]);
+            }
+            if ($arg === '--' . $name && isset($argv[$i + 1]) && strpos((string) $argv[$i + 1], '--') !== 0) {
+                return (string) $argv[$i + 1];
+            }
+        }
+
+        return $default;
+    }
+}

app/Config/Routes.php

@@ -501,6 +501,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
     $routes->group("inception", ["filter" => "authMVC"], function ($routes) {
         $routes->match(['get', 'post'], 'list', 'PolicyTransactionController::viewInception');
+        $routes->post('list/datatable', 'PolicyTransactionController::inceptionListDataTable');
+        $routes->post('list/clear-cache', 'PolicyTransactionController::clearInceptionListCache');
         $routes->post("create", "PolicyTransactionController::createInceptionPolicy");
         $routes->get("list/(:any)", "PolicyTransactionController::getInceptionDataForEdit/$1");
         $routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@@ -511,6 +513,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
     $routes->group("endorsement", ["filter" => "authMVC"], function ($routes) {
         $routes->get("list", "PolicyTransactionController::viewEndorsement");
+        $routes->post("list/datatable", "PolicyTransactionController::endorsementListDataTable");
+        $routes->post("list/clear-cache", "PolicyTransactionController::clearEndorsementListCache");
         $routes->post("create", "PolicyTransactionController::createEndorsementPolicy");
         $routes->get("list/(:any)", "PolicyTransactionController::getEndorsementDataForEdit/$1");
         $routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@@ -520,6 +524,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
         $routes->group("report", ["filter" => "authMVC"], function ($routes) {
             $routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
+            $routes->post("list/datatable", "PolicyTransactionController::reportBDSDataTable");
+            $routes->post("list/clear-cache", "PolicyTransactionController::clearReportBDSCache");
             $routes->match(['get', 'post'],"list_new", "PolicyTransactionController::reportBDSNew");
             $routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
             $routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");

app/Controllers/EmployeeRestController.php

@@ -483,6 +483,33 @@ class EmployeeRestController extends AdminController
         }
     }
 
+    private function getClaimStatusReason(string $claimStatus, array $claimsData): string
+    {
+        $statusReasonConfig = [
+            'REJECTED' => ['denial_reason', 'head_rejection_reason'],
+            'CANCELLED' => ['cancel_remark'],
+            'CANCELED' => ['cancel_remark'],
+            'RETURNED' => ['return_remark'],
+        ];
+
+        $claimStatusKey = strtoupper($claimStatus);
+
+        if (! isset($statusReasonConfig[$claimStatusKey])) {
+            return '';
+        }
+
+        foreach ($statusReasonConfig[$claimStatusKey] as $field) {
+            if (! empty($claimsData[$field])) {
+                $reason = trim((string) $claimsData[$field]);
+                if ($reason !== '') {
+                    return $reason;
+                }
+            }
+        }
+
+        return '';
+    }
+
     public function deleteDependence()
     {
         try {
@@ -2779,10 +2806,19 @@ class EmployeeRestController extends AdminController
                             $unique_key = $display_name;
                         }
 
-                        $filtered_history[$unique_key] = [
+                        $modifiedAt = date('d-m-Y h:i A', strtotime($value['created_at']));
+                        $reason = $this->getClaimStatusReason($status, $data['claims_data']);
+
+                        $statusEntry = [
                             'modified_by' => "",
-                            'modified_at' => date('d-m-Y h:i A', strtotime($value['created_at'])),
+                            'modified_at' => $modifiedAt,
                         ];
+
+                        if ($reason !== '') {
+                            $statusEntry['reason'] = ' Reason : ' . $reason;
+                        }
+
+                        $filtered_history[$unique_key] = $statusEntry;
                     }
                 }
             }

app/Controllers/LeadsController.php

@@ -2147,6 +2147,59 @@ class LeadsController extends BaseController
         return $result;
     }
 
+    private function saveLeadInstallmentDetails(int $lead_id, $installments): array
+    {
+        if (is_string($installments)) {
+            $installments = json_decode($installments, true) ?? [];
+        }
+
+        if (! is_array($installments) || empty($installments)) {
+            return [];
+        }
+
+        $existingInstallments = $this->leadInstallmentPaymentDetails
+            ->where('lead_id', $lead_id)
+            ->where('is_active', 1)
+            ->orderBy('id', 'ASC')
+            ->findAll();
+
+        $savedInstallments = [];
+
+        foreach ($installments as $index => $installment) {
+            if (! is_array($installment)) {
+                continue;
+            }
+
+            $data = [
+                'lead_id'            => $lead_id,
+                'installment_amount' => $installment['installment_amount'] ?? null,
+                'payment_date'       => ! empty($installment['payment_date'])
+                    ? change_date_format($installment['payment_date'])
+                    : null,
+                'utr_no'             => $installment['utr_no'] ?? null,
+            ];
+
+            $installmentId = ! empty($installment['id']) ? (int) $installment['id'] : null;
+
+            if (! $installmentId && isset($existingInstallments[$index]['id'])) {
+                $installmentId = (int) $existingInstallments[$index]['id'];
+            }
+
+            if ($installmentId) {
+                $this->leadInstallmentPaymentDetails->update($installmentId, $data);
+                $data['id'] = $installmentId;
+            } else {
+                $data['is_active'] = 1;
+                $newId             = $this->leadInstallmentPaymentDetails->insert($data);
+                $data['id']        = $newId;
+            }
+
+            $savedInstallments[] = $data;
+        }
+
+        return $savedInstallments;
+    }
+
     public function removeInstallments()
     {
         $id = $this->request->getGet('id');
@@ -3811,21 +3864,7 @@ class LeadsController extends BaseController
             $this->leadsModel->where('id', $lead_id)->set($data)->update();
 
             if (isset($params['installments']) && ! empty($params['installments'])) {
-
+                $this->saveLeadInstallmentDetails((int) $lead_id, $params['installments']);
-                $installment_data = json_decode($params['installments'], true);
-                if (! empty($installment_data)) {
-                    foreach ($installment_data as $key => $value) {
-                        // print_r($value);die
-                        $value['payment_date'] = ! empty($value['payment_date'])
-                            ? change_date_format($value['payment_date'])
-                            : null;
-                        if (isset($value['id']) && ! empty($value['id'])) {
-                            $this->leadInstallmentPaymentDetails->where('id', $value['id'])->set($value)->update();
-                        } else {
-                            $this->leadInstallmentPaymentDetails->insert($value);
-                        }
-                    }
-                }
             }
         }
 
@@ -8491,29 +8530,12 @@ class LeadsController extends BaseController
             $this->myLogger->logme('error', "Lead updated successfully for ID: $lead_id");
 
             // Save installment details
+            $savedInstallments = [];
             if (! empty($params['installments'])) {
-                $installments = json_decode($params['installments'], true);
+                $savedInstallments = $this->saveLeadInstallmentDetails((int) $lead_id, $params['installments']);
-                $this->myLogger->logme('error', "Installments data received: " . json_encode($installments));
+                $this->myLogger->logme('error', 'Installments saved: ' . json_encode($savedInstallments));
-
-                if (is_array($installments) && ! empty($installments)) {
-                    foreach ($installments as $installment) {
-                        $installment['payment_date'] = ! empty($installment['payment_date'])
-                            ? change_date_format($installment['payment_date'])
-                            : null;
-
-                        $installment['lead_id'] = $lead_id;
-
-                        if (! empty($installment['id'])) {
-                            $this->leadInstallmentPaymentDetails->update($installment['id'], $installment);
-                            $this->myLogger->logme('error', "Installment updated: " . json_encode($installment));
-                        } else {
-                            $this->leadInstallmentPaymentDetails->insert($installment);
-                            $this->myLogger->logme('error', "Installment inserted: " . json_encode($installment));
-                        }
-                    }
-                }
             } else {
-                $this->myLogger->logme('error', "No installments provided");
+                $this->myLogger->logme('error', 'No installments provided');
             }
 
             // Update lead file status to pending
@@ -8526,12 +8548,13 @@ class LeadsController extends BaseController
             $this->myLogger->logme('error', "--- savePlacementDataAndValidateMemberDataFile END (SUCCESS) ---");
 
             return $this->respond([
-                'status'  => true,
+                'status'       => true,
-                'code'    => 200,
+                'code'         => 200,
-                'message' => 'Placement data saved successfully. File being validated',
+                'message'      => 'Placement data saved successfully. File being validated',
-                'lead_id' => $lead_id,
+                'lead_id'      => $lead_id,
-                'data'    => $data,
+                'installments' => $savedInstallments,
-                'params'  => $params,
+                'data'         => $data,
+                'params'       => $params,
             ], 200);
 
         } catch (\Exception $e) {
@@ -8614,31 +8637,17 @@ class LeadsController extends BaseController
 
             $this->leadsModel->update($lead_id, $data);
 
+            $savedInstallments = [];
             if (! empty($params['installments'])) {
-                $installments = json_decode($params['installments'], true);
+                $savedInstallments = $this->saveLeadInstallmentDetails((int) $lead_id, $params['installments']);
-
-                if (is_array($installments) && ! empty($installments)) {
-                    foreach ($installments as $installment) {
-                        $installment['payment_date'] = ! empty($installment['payment_date'])
-                            ? change_date_format($installment['payment_date'])
-                            : null;
-
-                        $installment['lead_id'] = $lead_id;
-
-                        if (! empty($installment['id'])) {
-                            $this->leadInstallmentPaymentDetails->update($installment['id'], $installment);
-                        } else {
-                            $this->leadInstallmentPaymentDetails->insert($installment);
-                        }
-                    }
-                }
             }
 
             return $this->respond([
-                'status'  => true,
+                'status'       => true,
-                'code'    => 200,
+                'code'         => 200,
-                'message' => 'Placement data saved successfully',
+                'message'      => 'Placement data saved successfully',
-                'lead_id' => $lead_id,
+                'lead_id'      => $lead_id,
+                'installments' => $savedInstallments,
             ], 200);
         } catch (\Exception $e) {
             return $this->respond([

app/Controllers/PolicyTransactionController.php

@@ -602,59 +602,9 @@ class PolicyTransactionController extends BaseController
             'policy_end_date' => 'Policy End Date',
         ];
 
-        // Filter data
+        // List rows are loaded via server-side DataTables AJAX.
-        $start_date = $this->request->getGet('start_date');
+        $data['inception_data_list'] = [];
-        $end_date = $this->request->getGet('end_date');
+        $data['inception_filters']   = $this->buildInceptionFiltersFromRequest();
-        $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');
-        $status = $this->request->getGet('status');
-
-        // Handle null or empty values
-        $start_date = empty($start_date) ? 0 : $start_date;
-        $end_date = empty($end_date) ? 0 : $end_date;
-        $client_id = empty($client_id) ? 0 : $client_id;
-        $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
-        $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
-        $date_type = empty($date_type) ? 0 : $date_type;
-        $issuer = empty($issuer) ? 0 : $issuer;
-        $status = empty($status) ? 0 : $status;  // Corrected from `$issuer`
-
-        if(empty($bds_edit_pt_id) && empty($view)){
-            if ($this->request->is('get')) {
-
-                // Fetch inception data list
-                $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
-                    $start_date,
-                    $end_date,
-                    $client_id,
-                    $insurer_id,
-                    $policy_type_id,
-                    $date_type,
-                    $issuer,
-                    $status
-                );
-            } else {
-
-                $ids = $this->request->getPost('ids');
-                $ids = array_filter(explode(',', $ids));
-                $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
-                    $start_date = 0,
-                    $end_date = 0,
-                    $client_id = 0,
-                    $insurer_id = 0,
-                    $policy_type_id = 0,
-                    $date_type = 0,
-                    $issuer = 0,
-                    $status = 0,
-                    $ids
-                );
-            }
-        }else{
-            $data['inception_data_list'] = [];
-        }
 
 
 
@@ -746,6 +696,136 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('policy_transaction_inception_list', $data);
     }
 
+    public function inceptionListDataTable()
+    {
+        if (!$this->request->isAJAX()) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Invalid request.',
+            ]);
+        }
+
+        $draw   = (int) ($this->request->getPost('draw') ?? 0);
+        $start  = max(0, (int) ($this->request->getPost('start') ?? 0));
+        $length = (int) ($this->request->getPost('length') ?? 10);
+        $search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
+
+        $filters = $this->buildInceptionFiltersFromRequest();
+        $result  = $this->policyTransactionModel->getInceptionTranctionListDataTable(
+            $draw,
+            $start,
+            $length,
+            $search,
+            $filters
+        );
+
+        $rows = [];
+        foreach ($result['data'] as $index => $row) {
+            $rows[] = $this->formatInceptionRowForDataTable($row, $start + $index + 1);
+        }
+
+        return $this->response->setJSON([
+            'draw'            => $result['draw'],
+            'recordsTotal'    => $result['recordsTotal'],
+            'recordsFiltered' => $result['recordsFiltered'],
+            'data'            => $rows,
+            'cache_expires_in_ms' => $result['cache_expires_in_ms'] ?? 300000,
+        ]);
+    }
+
+    public function clearInceptionListCache()
+    {
+        if (!$this->request->isAJAX()) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Invalid request.',
+            ]);
+        }
+
+        session()->set('inception_list_cache_version', time());
+
+        return $this->response->setJSON([
+            'status'  => true,
+            'message' => 'Inception list cache cleared.',
+        ]);
+    }
+
+    protected function buildInceptionFiltersFromRequest(): array
+    {
+        $normalize = static function ($value) {
+            return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
+        };
+
+        $ids = [];
+        if ($this->request->is('post')) {
+            $postIds = $this->request->getPost('ids') ?? '';
+            $ids     = array_filter(explode(',', (string) $postIds));
+        }
+
+        return [
+            'start_date'     => $normalize($this->request->getGet('start_date') ?? $this->request->getPost('start_date')),
+            'end_date'       => $normalize($this->request->getGet('end_date') ?? $this->request->getPost('end_date')),
+            'client_id'      => $normalize($this->request->getGet('client_id') ?? $this->request->getPost('client_id')),
+            'insurer_id'     => $normalize($this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id')),
+            'policy_type_id' => $normalize($this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id')),
+            'date_type'      => $normalize($this->request->getGet('date_type') ?? $this->request->getPost('date_type')),
+            'issuer'         => $normalize($this->request->getGet('issuer') ?? $this->request->getPost('issuer')),
+            'status'         => $normalize($this->request->getGet('status') ?? $this->request->getPost('status')),
+            'ids'            => $ids,
+            'cache_version'  => (int) (session()->get('inception_list_cache_version') ?? 1),
+        ];
+    }
+
+    protected function formatInceptionRowForDataTable(array $row, int $serialNo): array
+    {
+        $issuerMap = [1 => 'JIBS', 2 => 'Nhance'];
+        $issuingTypeMap = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+        $clientTypeMap = [1 => 'Group', 2 => 'Individual'];
+        $policyStatusMap = [
+            'under_process' => 'Under Process',
+            'client_pending' => 'Client Pending',
+            'insurer_pending' => 'Insurer Pending',
+            'co_insurer_pending' => 'Co-Insurer Pending',
+            'tpa_pending' => 'TPA Pending',
+            'validated' => 'Validated',
+            'cancelled' => 'Cancelled',
+            'instalment_pending' => 'Instalment Pending',
+            'completed' => 'Completed',
+            'lost' => 'Lost',
+        ];
+
+        $clientBranch = ((int) ($row['client_type'] ?? 0) === 2)
+            ? (($row['client_name'] ?? 'N/A') . ' - ' . (!empty($row['pan']) ? $row['pan'] : 'N/A'))
+            : (($row['client_short_name'] ?? 'N/A') . ' - ' . ($row['client_branch_name'] ?? 'N/A'));
+
+        $editAction = '<a class="dropdown-item btnEdit" data-id="' . ($row['id'] ?? '') . '" onclick="alertEveryFiveSeconds(\'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\')"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>';
+        $deleteAction = '';
+        if ((int) get_role_id() === 5) {
+            $deleteAction = '<a class="dropdown-item delete" data-id="' . ($row['id'] ?? '') . '" onclick="removePolicyTransaction(this, \'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\', ' . (int) ($row['policy_type_id'] ?? 0) . ')"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>';
+        }
+
+        $actionHtml = '<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">' . $editAction . $deleteAction . '</div></div>';
+
+        return [
+            0  => $serialNo,
+            1  => $issuerMap[$row['issuer'] ?? 2] ?? 'Nhance',
+            2  => $issuingTypeMap[$row['issue_type'] ?? 0] ?? 'N/A',
+            3  => $clientTypeMap[$row['client_type'] ?? 0] ?? 'N/A',
+            4  => $clientBranch,
+            5  => $row['insurer_short_name'] ?: 'N/A',
+            6  => $row['policy_type'] ?: 'N/A',
+            7  => $row['policy_no'] ?: 'N/A',
+            8  => empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])),
+            9  => empty($row['policy_start_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])),
+            10 => empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])),
+            11 => $row['emp_count'] ?: '0',
+            12 => $row['dependent_count'] ?: '0',
+            13 => $policyStatusMap[$row['status'] ?? ''] ?? 'N/A',
+            14 => $row['user_name'] ?: 'N/A',
+            15 => $actionHtml,
+        ];
+    }
+
     public function viewInception2()
     {   
         $bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
@@ -921,6 +1001,8 @@ class PolicyTransactionController extends BaseController
     // policy Transaction Create function start
     public function createInceptionPolicy()
     {
+        session()->set('inception_list_cache_version', time());
+
         $post_data = $this->request->getPost();
 
         $rules = [
@@ -2391,31 +2473,8 @@ class PolicyTransactionController extends BaseController
             'policy_end_date' => 'Policy End Date',
         ];
 
-        //filter datas
+        $data['endorsement_data_list'] = [];
-        $start_date = $this->request->getGet('start_date');
+        $data['endorsement_filters']   = $this->buildEndorsementFiltersFromRequest();
-        $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');
-        $status = $this->request->getGet('status');
-
-        $start_date = (!isset($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;
-        $status = (!isset($status) || $status === '' || $status === null) ? 0 : $status;
-
-        if($bds_edit_pt_id == null){
-            $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
-        }else{
-            $data['endorsement_data_list'] = [];
-        }
         $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
         $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
 
@@ -2434,6 +2493,134 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('policy_transaction_endorsement_list', $data);
     }
 
+    public function endorsementListDataTable()
+    {
+        if (!$this->request->isAJAX()) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Invalid request.',
+            ]);
+        }
+
+        $draw   = (int) ($this->request->getPost('draw') ?? 0);
+        $start  = max(0, (int) ($this->request->getPost('start') ?? 0));
+        $length = (int) ($this->request->getPost('length') ?? 10);
+        $search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
+
+        $filters = $this->buildEndorsementFiltersFromRequest();
+        $result  = $this->policyTransactionModel->getEndorsementTranctionListDataTable(
+            $draw,
+            $start,
+            $length,
+            $search,
+            $filters
+        );
+
+        $rows = [];
+        foreach ($result['data'] as $index => $row) {
+            $rows[] = $this->formatEndorsementRowForDataTable($row, $start + $index + 1);
+        }
+
+        return $this->response->setJSON([
+            'draw'            => $result['draw'],
+            'recordsTotal'    => $result['recordsTotal'],
+            'recordsFiltered' => $result['recordsFiltered'],
+            'data'            => $rows,
+            'cache_expires_in_ms' => $result['cache_expires_in_ms'] ?? 300000,
+        ]);
+    }
+
+    public function clearEndorsementListCache()
+    {
+        if (!$this->request->isAJAX()) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Invalid request.',
+            ]);
+        }
+
+        session()->set('endorsement_list_cache_version', time());
+
+        return $this->response->setJSON([
+            'status'  => true,
+            'message' => 'Endorsement list cache cleared.',
+        ]);
+    }
+
+    protected function buildEndorsementFiltersFromRequest(): array
+    {
+        $normalize = static function ($value) {
+            return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
+        };
+
+        return [
+            'start_date'     => $normalize($this->request->getGet('start_date') ?? $this->request->getPost('start_date')),
+            'end_date'       => $normalize($this->request->getGet('end_date') ?? $this->request->getPost('end_date')),
+            'client_id'      => $normalize($this->request->getGet('client_id') ?? $this->request->getPost('client_id')),
+            'insurer_id'     => $normalize($this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id')),
+            'policy_type_id' => $normalize($this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id')),
+            'date_type'      => $normalize($this->request->getGet('date_type') ?? $this->request->getPost('date_type')),
+            'issuer'         => $normalize($this->request->getGet('issuer') ?? $this->request->getPost('issuer')),
+            'status'         => $normalize($this->request->getGet('status') ?? $this->request->getPost('status')),
+            'cache_version'  => (int) (session()->get('endorsement_list_cache_version') ?? 1),
+        ];
+    }
+
+    protected function formatEndorsementRowForDataTable(array $row, int $serialNo): array
+    {
+        $issuerMap = [1 => 'JIBS', 2 => 'Nhance'];
+        $policyStatusMap = [
+            'under_process' => 'Under Process',
+            'client_pending' => 'Client Pending',
+            'insurer_pending' => 'Insurer Pending',
+            'co_insurer_pending' => 'Co-Insurer Pending',
+            'tpa_pending' => 'TPA Pending',
+            'validated' => 'Validated',
+            'cancelled' => 'Cancelled',
+            'instalment_pending' => 'Instalment Pending',
+            'completed' => 'Completed',
+        ];
+        $actionTypeMap = [
+            'addition' => 'Addition',
+            'deletion' => 'Deletion',
+            'addition_deletion' => 'Addition & Deletion',
+            'si_enhancement' => 'SI Enhancement',
+            'combo_a_d_si' => 'Combo A, D & SI',
+            'correction' => 'Correction',
+            'baby_addition' => 'Baby Addition',
+            'policy_instalment' => 'Policy Instalment',
+            'addition_inception' => 'Addition-Inception',
+            'bds_correction' => 'BDS Correction',
+            'policy_correction' => 'Policy Correction',
+            'policy_cancellation' => 'Policy Cancellation',
+        ];
+
+        $editAction = '<a class="dropdown-item btnEdit" data-id="' . ($row['id'] ?? '') . '" onclick="getPolicyTransactionDataForEndorsementEdit(\'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\')"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>';
+        $deleteAction = '';
+        if ((int) get_role_id() === 5) {
+            $deleteAction = '<a class="dropdown-item delete" data-id="' . ($row['id'] ?? '') . '" onclick="removePolicyTransaction(this, \'' . htmlspecialchars((string) ($row['id'] ?? ''), ENT_QUOTES) . '\', ' . (int) ($row['policy_type_id'] ?? 0) . ')"><i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>';
+        }
+
+        $actionHtml = '<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">' . $editAction . $deleteAction . '</div></div>';
+
+        return [
+            0  => $serialNo,
+            1  => $issuerMap[$row['issuer'] ?? 0] ?? 'N/A',
+            2  => $row['client_short_name'] ?: 'N/A',
+            3  => $row['client_branch_name'] ?: 'N/A',
+            4  => $row['insurer_short_name'] ?: 'N/A',
+            5  => $row['policy_type'] ?: 'N/A',
+            6  => $actionTypeMap[$row['action_type'] ?? ''] ?? 'N/A',
+            7  => $row['endorsement_no'] ?: 'N/A',
+            8  => empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])),
+            9  => $row['emp_count'] ?: '0',
+            10 => $row['dependent_count'] ?: '0',
+            11 => empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])),
+            12 => $policyStatusMap[$row['status'] ?? ''] ?? 'N/A',
+            13 => $actionHtml,
+        ];
+    }
+
     public function viewEndorsement2()
     {
         // echo '<pre>';
@@ -2530,6 +2717,8 @@ class PolicyTransactionController extends BaseController
 
     public function createEndorsementPolicy()
     {
+        session()->set('endorsement_list_cache_version', time());
+
         // $id = $this->request->getPost('id');
         $rules = [
                 // ==========================================
@@ -3793,65 +3982,230 @@ class PolicyTransactionController extends BaseController
         $data['users'] = $this->userModel->where('is_active', 1)->findAll();
         $data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
 
-
+        // List data loaded via server-side DataTables AJAX
-        //filter datas
+        $data['report_list'] = [];
-        $start_date = $this->request->getGet('start_date');
+        $data['bds_filters'] = $this->buildBDSReportFiltersFromRequest();
-        $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');
-        $user_id = $this->request->getGet('user_id');
-
-        if ($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;
-        $user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
-        if ($this->request->is('post')) {
-            $request_post_data   = $this->request->getPost();
-            $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
-            $isFromDashboard = $sanitized_post_data["is_dashboard"];
-
-            if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
-                $ids = $sanitized_post_data['ids'];
-
-                $ids = array_filter(explode(',', $ids));
-
-                if (!empty($ids)) {
-                    $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
-                    $where = "policy_transaction.id IN ($idsStr)";
-                } else {
-                    $where = []; // No valid IDs, return empty result
-                }
-            }
-            // dd($ids);
-        }
-        //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, $user_id, isset($where) ? $where : '');
         // dd($data);
 
         $this->loadLayout('report_bds_filter', $data);
     }
 
+    /**
+     * Server-side DataTables endpoint for BDS report list.
+     */
+    public function reportBDSDataTable()
+    {
+        if (!$this->request->isAJAX()) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Invalid request.',
+            ]);
+        }
+
+        $draw   = (int) ($this->request->getPost('draw') ?? 0);
+        $start  = max(0, (int) ($this->request->getPost('start') ?? 0));
+        $length = (int) ($this->request->getPost('length') ?? 10);
+        $search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
+
+        $filters = $this->buildBDSReportFiltersFromRequest();
+
+        $result = $this->policyTransactionModel->getBDSReportListDataTable(
+            $draw,
+            $start,
+            $length,
+            $search,
+            $filters
+        );
+
+        $serialStart = $start + 1;
+        $data        = [];
+
+        foreach ($result['data'] as $index => $row) {
+            $data[] = $this->formatBdsReportRowForDataTable($row, $serialStart + $index);
+        }
+
+        return $this->response->setJSON([
+            'draw'            => $result['draw'],
+            'recordsTotal'    => $result['recordsTotal'],
+            'recordsFiltered' => $result['recordsFiltered'],
+            'data'            => $data,
+            'totals'          => $result['totals'],
+        ]);
+    }
+
+    public function clearReportBDSCache()
+    {
+        if (!$this->request->isAJAX()) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Invalid request.',
+            ]);
+        }
+
+        session()->set('bds_report_cache_version', time());
+
+        return $this->response->setJSON([
+            'status'  => true,
+            'message' => 'BDS report cache cleared.',
+        ]);
+    }
+
+    /**
+     * Normalize BDS report filter params from the current request.
+     */
+    protected function buildBDSReportFiltersFromRequest(): array
+    {
+        $start_date        = $this->request->getGet('start_date') ?? $this->request->getPost('start_date');
+        $end_date          = $this->request->getGet('end_date') ?? $this->request->getPost('end_date');
+        $client_id         = $this->request->getGet('client_id') ?? $this->request->getPost('client_id');
+        $insurer_id        = $this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id');
+        $policy_type_id    = $this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id');
+        $date_type         = $this->request->getGet('date_type') ?? $this->request->getPost('date_type');
+        $issuer            = $this->request->getGet('issuer') ?? $this->request->getPost('issuer');
+        $client_branch_id  = $this->request->getGet('client_branch_id') ?? $this->request->getPost('client_branch_id');
+        $insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? $this->request->getPost('insurer_branch_id');
+        $client_policy_id  = $this->request->getGet('client_policy_id') ?? $this->request->getPost('client_policy_id');
+        $user_id           = $this->request->getGet('user_id') ?? $this->request->getPost('user_id');
+
+        if ($date_type == 'statement_month' && $start_date && $end_date) {
+            $start_date = (string) date('Y-m-01', strtotime($start_date));
+            $end_date   = (string) date('Y-m-31', strtotime($end_date));
+        }
+
+        $normalize = static function ($value) {
+            return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
+        };
+
+        $where = '';
+        if ($this->request->is('post')) {
+            $request_post_data   = $this->request->getPost();
+            $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
+            $isFromDashboard     = $sanitized_post_data['is_dashboard'] ?? null;
+
+            if (isset($isFromDashboard) && !empty($isFromDashboard) && (int) $isFromDashboard === 1) {
+                $ids = array_filter(explode(',', $sanitized_post_data['ids'] ?? ''));
+
+                if (!empty($ids)) {
+                    $idsStr = implode(',', array_map('intval', $ids));
+                    $where  = "policy_transaction.id IN ($idsStr)";
+                } else {
+                    $where = [];
+                }
+            }
+        }
+
+        return [
+            'start_date'        => $normalize($start_date),
+            'end_date'          => $normalize($end_date),
+            'client_id'         => $normalize($client_id),
+            'insurer_id'        => $normalize($insurer_id),
+            'policy_type_id'    => $normalize($policy_type_id),
+            'date_type'         => $normalize($date_type),
+            'issuer'            => $normalize($issuer),
+            'client_branch_id'  => $normalize($client_branch_id),
+            'insurer_branch_id' => $normalize($insurer_branch_id),
+            'client_policy_id'  => $normalize($client_policy_id),
+            'user_id'           => $normalize($user_id),
+            'where'             => $where,
+            'cache_version'     => (int) (session()->get('bds_report_cache_version') ?? 1),
+        ];
+    }
+
+    /**
+     * Format a single BDS report row for DataTables output.
+     */
+    protected function formatBdsReportRowForDataTable(array $row, int $serialNo): array
+    {
+        $hasIrda      = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
+        $actionType  = strtolower((string) ($row['action_type'] ?? ''));
+        $editBaseUrl = $actionType === 'policy'
+            ? base_url('policy_tranction/inception/list')
+            : base_url('policy_tranction/endorsement/list');
+        $editLink    = $editBaseUrl . '?pt_id=' . ($row['id'] ?? '');
+        $totalIrdaAmt = $row['total_irda_amt'] ?? '0.00';
+        $unbilled     = isset($row['unbilled_amount']) ? number_format((float) $row['unbilled_amount'], 2, '.', '') : '0.00';
+
+        $fmtDate = static function ($value) {
+            return empty($value) ? 'N/A' : change_date_format($value, 'Y-m-d', 'd/m/Y');
+        };
+
+        $fmtNum = static function ($value, int $decimals = 2) {
+            return number_format((float) ($value ?? 0), $decimals, '.', '');
+        };
+
+        $na = static function ($value) {
+            return ($value !== null && $value !== '') ? $value : 'N/A';
+        };
+
+        $cells = [
+            $serialNo . ' &nbsp; <a href="' . $editLink . '" class="mdi mdi-pencil"></a>',
+            $na($row['user_name'] ?? null),
+            $na($row['policy_issue_month'] ?? null),
+            $na($row['revenue_type'] ?? null),
+            $na($row['client_type'] ?? null),
+            $na($row['client_name'] ?? null),
+            $na($row['action_type'] ?? null),
+            $na($row['policy_type'] ?? null),
+            $na($row['bap'] ?? null),
+            $na($row['vehicle_no'] ?? null),
+            $na($row['policy_no'] ?? null),
+            $na($row['endorsement_no'] ?? null),
+            $na($row['insurer_branch_name'] ?? null),
+            $fmtDate($row['endorse_eff_date'] ?? null),
+            $fmtDate($row['policy_start_date'] ?? null),
+            $fmtDate($row['policy_end_date'] ?? null),
+            $na($row['ref'] ?? null),
+            $na($row['remarks'] ?? null),
+            $hasIrda ? ($row['bp_amt'] ?: '0.00') : '0.00',
+            $hasIrda ? ($row['tp_or_ter'] ?: '0.00') : '0.00',
+            $hasIrda ? ($row['premium_wo_gst'] ?: '0.00') : '0.00',
+            $hasIrda ? ($row['total_premium'] ?: '0.00') : '0.00',
+            ($hasIrda ? ($row['agreed_bp_per'] ?: '0.00') : '0.00') . '%',
+            ($hasIrda ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00') . '%',
+            isset($row['reward']) ? $row['reward'] : '0.00',
+            '<span class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="' . ($row['pt_id'] ?? '') . '">' . $totalIrdaAmt . '</span>',
+            '<span class="right-align-input">' . (empty($row['billed_amt']) ? '0.00' : $row['billed_amt']) . '</span>',
+            '<span class="right-align-input">' . $unbilled . '</span>',
+            $na($row['salse_person_name'] ?? null),
+            $na($row['service_person_name'] ?? null),
+            $na($row['nhance_branch'] ?? null),
+            $na($row['installment'] ?? null),
+            $fmtDate($row['data_received_date'] ?? null),
+            $fmtDate($row['renewal_date'] ?? null),
+            $row['co_share'] ?? 'No',
+            $row['bro_payable_by'] ?? 'No',
+            $na($row['salse_manager_name'] ?? null),
+            $na($row['service_manager_name'] ?? null),
+            $na($row['service_branch'] ?? null),
+            $fmtDate($row['rollover_date'] ?? null),
+            $na($row['policy_holder_name'] ?? null),
+            $row['same_as_proposer'] ?? 'No',
+            $na($row['follower_policy_no'] ?? null),
+            $fmtNum($row['co_share_per'] ?? 0),
+            $fmtNum($row['non_comm_per_amt'] ?? 0),
+            $fmtNum($row['bp_igst'] ?? 0),
+            $fmtNum($row['bp_sgst'] ?? 0),
+            $fmtNum($row['bp_cgst'] ?? 0),
+            $fmtNum($row['stamp_duty'] ?? 0),
+            $fmtNum($row['standerd_bp_per'] ?? 0),
+            $fmtNum($row['standerd_tp_per'] ?? 0),
+            $fmtNum($row['actual_bp_amt'] ?? 0),
+            $fmtNum($row['actual_tp_amt'] ?? 0),
+            $fmtNum($row['actual_bp_per'] ?? 0),
+            $fmtNum($row['actual_tp_per'] ?? 0),
+            $fmtNum($row['actual_tep_brokerage_amt'] ?? 0),
+            $fmtNum($row['actual_tp_brokerage_amt'] ?? 0),
+            $na($row['cd_ac_no'] ?? null),
+        ];
+
+        $rowData = ['DT_RowAttr' => ['data-id' => $row['pt_id'] ?? '']];
+        foreach ($cells as $index => $cell) {
+            $rowData[$index] = $cell;
+        }
+
+        return $rowData;
+    }
+
     public function reportVarience()
     {
         $data['tab_name'] = 'Variance Report';
@@ -5431,7 +5785,7 @@ class PolicyTransactionController extends BaseController
             }
 
             $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
-            // print_rr($bdsInstallmentData);die();
+            // dd($bdsInstallmentData);die();
 
             if (empty($bdsInstallmentData)) {
                 $this->myLogger->logme("error", "No Client Installment is Due in the 5th Day");
@@ -5439,31 +5793,91 @@ class PolicyTransactionController extends BaseController
                 return ['status' => false, 'message' => 'No data found', 'response' => []];
             }
 
+            $results       = [];
+            $successCount  = 0;
+            $failedCount   = 0;
+            $skippedCount  = 0;
+
             foreach ($bdsInstallmentData as $installmentData) {
+                $installmentId = $installmentData['id'] ?? 'unknown';
+                $leadId        = $installmentData['lead_id'] ?? 'unknown';
 
-                $mailData = $this->PrepareBDSMailData($installmentData);
+                try {
-                $to_mail = $mailData['to_mail'];
+                    $mailData = $this->PrepareBDSMailData($installmentData);
-                $message = $mailData['message'];
-                $subject = $mailData['subject'];
 
-                $this->myLogger->logme("error", "Installment Pending for" . $subject);
+                    if (empty($mailData) || empty($mailData['to_mail'])) {
+                        $this->myLogger->logme(
+                            'error',
+                            "Installment {$installmentId} (lead {$leadId}): skipped — no valid recipient emails"
+                        );
+                        $skippedCount++;
+                        $results[] = [
+                            'installment_id' => $installmentId,
+                            'lead_id'        => $leadId,
+                            'status'         => 'skipped',
+                            'message'        => 'No valid recipient emails',
+                        ];
+                        continue;
+                    }
 
-                $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
+                    $to_mail = $mailData['to_mail'];
+                    $message = $mailData['message'];
+                    $subject = $mailData['subject'];
 
-                $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
+                    $this->myLogger->logme("error", "Installment Pending for " . $subject);
 
-                $res = json_decode($res);
+                    $common = ['mail_type' => 'installment_amount_due_remainder_mail'];
-                $this->myLogger->logme('error', 'res: ' . json_encode($res));
 
-                if ($res->status == 'success') {
+                    $res = MailHelper::send_email(['mail' => $to_mail, 'subject' => $subject, 'message' => $message, 'common' => $common]);
-                    CLI::write("Mail sent successfully to " . count($to_mail) . " recipients");
+
-                    return ['status' => true, 'message' => 'Mail sent successfully', 'response' => $res];
+                    $res = json_decode($res);
-                } else {
+                    $this->myLogger->logme(
-                    CLI::write("Mail sent failed to " . count($to_mail) . " recipients");
+                        'error',
-                    return ['status' => false, 'message' => 'Mail sent failed', 'response' => $res];
+                        "Installment {$installmentId} (lead {$leadId}) mail result: " . json_encode($res)
+                    );
+
+                    if ($res->status == 'success') {
+                        $successCount++;
+                        CLI::write("Mail sent successfully for installment {$installmentId} to " . count($to_mail) . " recipients");
+                        $results[] = [
+                            'installment_id' => $installmentId,
+                            'lead_id'        => $leadId,
+                            'status'         => 'success',
+                        ];
+                    } else {
+                        $failedCount++;
+                        CLI::write("Mail failed for installment {$installmentId}");
+                        $results[] = [
+                            'installment_id' => $installmentId,
+                            'lead_id'        => $leadId,
+                            'status'         => 'failed',
+                            'response'       => $res,
+                        ];
+                    }
+                } catch (Exception $e) {
+                    $failedCount++;
+                    $this->myLogger->logme(
+                        'error',
+                        "Installment {$installmentId} (lead {$leadId}) exception: " . $e->getMessage()
+                    );
+                    $results[] = [
+                        'installment_id' => $installmentId,
+                        'lead_id'        => $leadId,
+                        'status'         => 'failed',
+                        'message'        => $e->getMessage(),
+                    ];
                 }
             }
 
+            $totalProcessed = count($bdsInstallmentData);
+            $summaryMessage = "Processed {$totalProcessed} installment(s): {$successCount} sent, {$failedCount} failed, {$skippedCount} skipped";
+
+            return [
+                'status'   => $successCount > 0,
+                'message'  => $summaryMessage,
+                'response' => $results,
+            ];
+
         } catch (Exception $e) {
             $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
         }
@@ -5474,44 +5888,63 @@ class PolicyTransactionController extends BaseController
 
         try {
 
-            $installment_amount =   $data['installment_amount'];
+            helper('excel_util_helper');
-            $payment_date       =   date('d-m-Y', strtotime($data['payment_date']));
-            $client             =   $data['client_name'];
-            $branch             =   $data['branch_name'];
-            $sales_person_mail  =   $data['sales_person'];
-            $heads              =   $data['heads'];
-            $admins             =   $data['admins'];
-            $buisness_team      =   $data['buisness_team'];
-            $policy_no          =   $data['policy_no'];
-            $client_short_name  =   isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
 
-            $subject = "Installment Amount Due For Client - {$client_short_name} - Policy NO({$policy_no}) is Due On - {$payment_date}";
+            $installment_amount = (float) ($data['installment_amount'] ?? 0);
+            $payment_date       = date('d-m-Y', strtotime($data['payment_date']));
+            $client             = $data['client_name'];
+            $branch             = $data['branch_name'];
+            $sales_person_mail  = $data['sales_person'];
+            $policy_no          = trim((string) ($data['policy_no'] ?? ''));
+            $client_short_name  = isset($data['short_name']) && $data['short_name'] != null ? $data['short_name'] : $data['client_name'];
+            $formatted_amount   = '₹ ' . formatIndianCurrency(number_format($installment_amount, 2, '.', ''));
+            $is_overdue         = strtotime($data['payment_date']) < strtotime(date('Y-m-d'));
+            $policy_label       = $policy_no !== '' ? "Policy #{$policy_no}" : 'Policy Pending';
+            $policy_period      = '';
 
-            $message = "Policy Installment for Client - {$client}, Branch - {$branch} is Due on {$payment_date} 
+            if (!empty($data['policy_start_date']) && !empty($data['policy_end_date'])) {
-            with amount of {$installment_amount}.<br>
+                $policy_period = date('d-m-Y', strtotime($data['policy_start_date']))
-            Policy No : {$policy_no}";
+                    . ' to '
+                    . date('d-m-Y', strtotime($data['policy_end_date']));
+            }
 
+            $subject = $is_overdue
+                ? "Overdue Installment Reminder - {$client_short_name} | {$policy_label} | Due {$payment_date}"
+                : "Installment Payment Reminder - {$client_short_name} | {$policy_label} | Due {$payment_date}";
+
+            $message = view('bds_installment_reminder_email_template', [
+                'client_name' => $client,
+                'branch_name' => $branch,
+                'policy_no' => $policy_no !== '' ? $policy_no : 'Not Assigned',
+                'policy_type' => $data['policy_type'] ?? '',
+                'insurer_name' => $data['insurer_name'] ?? '',
+                'policy_period' => $policy_period,
+                'payment_date' => $payment_date,
+                'installment_amount' => $formatted_amount,
+                'is_overdue' => $is_overdue,
+                'generated_on' => date('d-m-Y H:i'),
+            ]);
 
             $contactPersonEmail = trim((string) ($data['contact_person_email'] ?? ''));
 
             $to_mail = array_merge(
-                array_column($heads, 'email'),
+                [$data['acm_email']],
-                array_column($admins, 'email'),
-                array_column($buisness_team, 'email'),
                 [$sales_person_mail],
                 $contactPersonEmail !== '' ? [$contactPersonEmail] : []
             );
 
-            $to_mail = array_values(array_unique(array_filter($to_mail)));
+            $to_mail = array_values(array_unique(array_filter($to_mail, static function ($email) {
+                return is_string($email) && filter_var(trim($email), FILTER_VALIDATE_EMAIL);
+            })));
 
             $this->myLogger->logme("error", "Selected To Address : " . json_encode($to_mail));
 
-            // dd($to_mail);
             return [
                 'to_mail' => $to_mail,
                 'message' => $message,
                 'subject' => $subject
             ];
+            
         } catch (Exception $e) {
 
             $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());

app/Libraries/TPAClaimsImportServices/AbhiClaimImportService.php

@@ -242,20 +242,6 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
                 $item[$value] = change_date_format($item[$value] ?? null, 'm/d/Y h:i:s A', 'Y-m-d');
             }
 
-            $params = [
-                'doa' => $item['doa'] ?? null,
-                'member_code' => $item['member_code'] ?? null,
-                'claimed_amount' => $item['claimed_amount'] ?? null,
-                'healthcard_id' => $item['healthcard_id'] ?? null
-            ];
-
-            $is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_abhi', $params);
-
-            if ($is_duplicate) {
-                $item = [];
-                continue;
-            }
-
             $item['file_id'] = $file_id ?? null;
             $item['client_id'] = $file_data['client_id'] ?? null;
             $item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@@ -276,7 +262,7 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
         $tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_abhi', ['file_id' => $file_id]);
 
         if (empty($tpaClaimDumpData)) {
-            return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
+            return $this->emptyClaimMasterMappingResponse('claims_dump_abhi', (int) $file_id);
         }
 
 
@@ -302,6 +288,7 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
 
             $mapped = [];
             $rejecetd_reason = [];
+            $status_update_array = [];
 
             foreach ($tpaClaimDumpData as $row) {
 
@@ -312,11 +299,16 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
                     'tpa_no' => $row['healthcard_id'] ?? null
                 ];
 
-                $isduplicate = $this->checkDublicateTicketMasterClaim($params);
+                $newStatusId = $this->checkStatusMapping($this->statusMapping, $row['claim_status'] ?? '') ?? 61;
+                $existingTicket = $this->getExistingTicketMasterClaim($params);
 
-                if ($isduplicate) {
+                if ($this->handleExistingTicketStatusUpdate(
-                    $reason = "This claim already exists in our system.";
+                    $existingTicket,
-                    $rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
+                    $newStatusId,
+                    (int) $row['id'],
+                    $status_update_array,
+                    $rejecetd_reason
+                )) {
                     continue;
                 }
 
@@ -358,7 +350,7 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
                 }
 
                 // Meta fields
-                $item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['claim_status']);
+                $item['claim_status_id'] = $newStatusId;
                 $item['file_id']    = $file_id;
                 $item['claim_dump_ref_id']    = $row['id'];
                 $item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@@ -372,7 +364,12 @@ class AbhiClaimImportService extends BaseTpaClaimImportService
                 $mapped[] = $item;
             }
 
-            return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
+            return [
+                'status' => true,
+                'mapped_array' => $mapped,
+                'rejected_reason_array' => $rejecetd_reason,
+                'status_update_array' => $status_update_array,
+            ];
         } catch (\Throwable $th) {
 
             $errorData = [

app/Libraries/TPAClaimsImportServices/BaseTpaClaimImportService.php

@@ -116,16 +116,28 @@ abstract class BaseTpaClaimImportService
 
             // Check if mapping failed
             if (!$ticketMasterData['status']) {
+                // Already-processed dump rows (ticket_id linked) must not be deleted as a "failure".
+                if (!empty($ticketMasterData['already_processed'])) {
+                    $this->db->transCommit();
+                    return [
+                        'status'  => true,
+                        'message' => $ticketMasterData['message'] ?? 'Claim dump already processed for this file.',
+                    ];
+                }
+
                 $this->rollbackAndCleanupClaimDumpData($file_id);
                 return $ticketMasterData;
             }
 
             $message = '';
             $hasExecutedTask = false;
-            $status = true;
+            $hasInserts = !empty($ticketMasterData['mapped_array']);
+            $hasExistingTicketUpdates = !empty($ticketMasterData['status_update_array']);
+            $hasRejectedReasons = !empty($ticketMasterData['rejected_reason_array']);
+            $hasExistingTicketLinks = $this->hasExistingTicketLinkUpdates($ticketMasterData['rejected_reason_array'] ?? []);
 
             // Process Mapped Data
-            if (!empty($ticketMasterData['mapped_array'])) {
+            if ($hasInserts) {
                 $insert_res = $this->importClaimMaster($ticketMasterData['mapped_array']);
                 if (!$insert_res) {
                     return $this->failTicketMasterInsert($file_id, 'Ticket Master Claim bulk insert failed');
@@ -137,20 +149,33 @@ abstract class BaseTpaClaimImportService
 
                 $message .= 'Ticket Master Claim bulk insert success. ';
                 $hasExecutedTask = true;
-            }else{
-                $status = false;
             }
 
-            // Process Rejected Reasons
+            // Update existing tickets: status and/or missing claim_dump_ref_id
-            if (!empty($ticketMasterData['rejected_reason_array'])) {
+            if ($hasExistingTicketUpdates) {
+                $update_status_res = $this->updateExistingTicketStatuses($ticketMasterData['status_update_array']);
+                if (!$update_status_res) {
+                    return $this->failTicketMasterInsert($file_id, 'Updating existing tickets failed');
+                }
+
+                $message .= 'Existing ticket updated successfully. ';
+                $hasExecutedTask = true;
+            }
+
+            // Process Rejected Reasons (also writes ticket_id onto TPA dump rows for existing tickets)
+            if ($hasRejectedReasons) {
                 $update_res = $this->updateTicketMasterRejectedReasonInTPATable($ticketMasterData['rejected_reason_array']);
                 if (!$update_res) {
                     return $this->failTicketMasterInsert($file_id, 'Updating rejected reasons failed');
                 }
-                
+
-                $message .= empty($ticketMasterData['mapped_array']) 
+                if ($hasExistingTicketLinks) {
-                    ? 'Those employee or dependent not in our system. ' 
+                    $message .= 'Existing claim dump ticket_id linked successfully. ';
-                    : 'Ticket Master Claim rejected reason updated successfully. ';
+                } elseif (!$hasInserts && !$hasExistingTicketUpdates) {
+                    $message .= 'Those employee or dependent not in our system. ';
+                } else {
+                    $message .= 'Ticket Master Claim rejected reason updated successfully. ';
+                }
                 $hasExecutedTask = true;
             }
 
@@ -162,6 +187,7 @@ abstract class BaseTpaClaimImportService
             // 2. Commit the transaction
             $this->db->transCommit();
 
+            $status = $hasInserts || $hasExistingTicketUpdates || $hasExistingTicketLinks;
             if (!$status) {
                 $this->cleanupClaimDumpData($file_id);
             }
@@ -323,22 +349,110 @@ abstract class BaseTpaClaimImportService
      */
     protected function checkDublicateTicketMasterClaim(array $param): bool
     {   
-        $ticketMaster = new TicketMasterModel();
+        return $this->getExistingTicketMasterClaim($param) !== null;
-        $ticket_master_data = $ticketMaster
+    }
-                ->where('doa', $param['doa'])
-                ->where('tpa_no', $param['tpa_no'])
-                ->where('claim_amount', $param['claim_amount'])
-                ->where('emp_code', $param['emp_code'])
-                ->where('is_active', 1)
-                ->findAll();
 
-        if(count($ticket_master_data) > 0){
+    /**
+     * Fetch existing ticket_master record matching claim identity keys.
+     */
+    protected function getExistingTicketMasterClaim(array $param): ?array
+    {
+        $ticketMaster = new TicketMasterModel();
+        $ticket = $ticketMaster
+            ->where('doa', $param['doa'])
+            ->where('tpa_no', $param['tpa_no'])
+            ->where('claim_amount', $param['claim_amount'])
+            ->where('emp_code', $param['emp_code'])
+            ->where('is_active', 1)
+            ->first();
+
+        return $ticket ?: null;
+    }
+
+    /**
+     * Update existing ticket_master rows (status and/or claim_dump_ref_id).
+     */
+    protected function updateExistingTicketStatuses(array $statusUpdates): bool
+    {
+        if (empty($statusUpdates)) {
             return true;
         }
 
+        $ticketMasterModel = new TicketMasterModel();
+        return $ticketMasterModel->updateBatch($statusUpdates, 'id') !== false;
+    }
+
+    /**
+     * True when rejected_reason rows include ticket_id links for existing tickets.
+     */
+    protected function hasExistingTicketLinkUpdates(array $rejectedReasonArray): bool
+    {
+        foreach ($rejectedReasonArray as $row) {
+            if (!empty($row['ticket_id'])) {
+                return true;
+            }
+        }
+
         return false;
     }
 
+    /**
+     * If ticket already exists:
+     * - update claim_status_id when changed
+     * - set claim_dump_ref_id on ticket_master when null
+     * - set ticket_id on TPA dump row when null (via rejected_reason_array)
+     *
+     * Returns true when the row was handled as an existing ticket (caller should continue).
+     */
+    protected function handleExistingTicketStatusUpdate(
+        ?array $existingTicket,
+        int $newStatusId,
+        int $dumpRowId,
+        array &$statusUpdateArray,
+        array &$rejectedReasonArray
+    ): bool {
+        if (empty($existingTicket)) {
+            return false;
+        }
+
+        $ticketId = $existingTicket['id'];
+        $currentStatusId = (int) ($existingTicket['claim_status_id'] ?? 0);
+        $statusChanged = $currentStatusId !== (int) $newStatusId;
+        $claimDumpRefIdMissing = empty($existingTicket['claim_dump_ref_id']);
+
+        $ticketUpdate = ['id' => $ticketId];
+        $reasons = [];
+
+        if ($statusChanged) {
+            $ticketUpdate['claim_status_id'] = $newStatusId;
+            $reasons[] = 'status updated';
+        }
+
+        if ($claimDumpRefIdMissing) {
+            $ticketUpdate['claim_dump_ref_id'] = $dumpRowId;
+            $reasons[] = 'claim_dump_ref_id linked';
+        }
+
+        if (count($ticketUpdate) > 1) {
+            $statusUpdateArray[] = $ticketUpdate;
+        }
+
+        if ($statusChanged || $claimDumpRefIdMissing) {
+            $reason = 'Existing claim ' . implode(' and ', $reasons) . '.';
+        } else {
+            $reason = 'This claim already exists in our system.';
+        }
+
+        // Dump rows reaching here already have ticket_id NULL; link them to the existing ticket.
+        $rejectedReasonArray[] = [
+            'id'                   => $dumpRowId,
+            'master_reject_reason' => $reason,
+            'ticket_id'            => $ticketId,
+        ];
+
+        return true;
+    }
+
     /**
      * Dublicate check in the TPA specific table records
      */
@@ -365,6 +479,32 @@ abstract class BaseTpaClaimImportService
             ->getResultArray();
     }
 
+    /**
+     * Response when no pending dump rows are left for ticket_master mapping.
+     * Marks already-processed files so cleanup does not delete linked dump rows.
+     */
+    protected function emptyClaimMasterMappingResponse(string $table, int $fileId): array
+    {
+        $alreadyProcessed = $this->db->table($table)
+            ->where('file_id', $fileId)
+            ->where('is_active', 1)
+            ->groupStart()
+                ->where('ticket_id IS NOT NULL', null, false)
+                ->orWhere('master_reject_reason IS NOT NULL', null, false)
+            ->groupEnd()
+            ->countAllResults() > 0;
+
+        if ($alreadyProcessed) {
+            return [
+                'status' => false,
+                'already_processed' => true,
+                'message' => 'Claim dump already processed for this file.',
+            ];
+        }
+
+        return ['status' => false, 'message' => 'No data to insert in TICKET MASTER'];
+    }
+
     /**
      * Dublicate check in the TPA specific table records
      */

app/Libraries/TPAClaimsImportServices/FhplClaimImportService.php

@@ -308,20 +308,6 @@ class FhplClaimImportService extends BaseTpaClaimImportService
                 $item[$value] = change_date_format($item[$value] ?? null, 'd-M-y', 'Y-m-d');
             }
 
-            $params = [
-                'admission_date' => $item['admission_date'] ?? null,
-                'employee_id' => $item['employee_id'] ?? null,
-                'claim_amount' => $item['claim_amount'] ?? null,
-                'uhid_no' => $item['uhid_no'] ?? null
-            ];
-
-            $is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_fhpl', $params);
-
-            if ($is_duplicate) {
-                $item = [];
-                continue;
-            }
-
             $item['file_id'] = $file_id ?? null;
             $item['client_id'] = $file_data['client_id'] ?? null;
             $item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@@ -342,7 +328,7 @@ class FhplClaimImportService extends BaseTpaClaimImportService
         $tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_fhpl', ['file_id' => $file_id]);
 
         if (empty($tpaClaimDumpData)) {
-            return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
+            return $this->emptyClaimMasterMappingResponse('claims_dump_fhpl', (int) $file_id);
         }
 
 
@@ -368,6 +354,7 @@ class FhplClaimImportService extends BaseTpaClaimImportService
 
             $mapped = [];
             $rejecetd_reason = [];
+            $status_update_array = [];
 
             foreach ($tpaClaimDumpData as $row) {
 
@@ -378,11 +365,16 @@ class FhplClaimImportService extends BaseTpaClaimImportService
                     'tpa_no' => $row['uhid_no'] ?? null
                 ];
 
-                $isduplicate = $this->checkDublicateTicketMasterClaim($params);
+                $newStatusId = $this->checkStatusMapping($this->statusMapping, $row['current_claim_status'] ?? '') ?? 61;
+                $existingTicket = $this->getExistingTicketMasterClaim($params);
 
-                if ($isduplicate) {
+                if ($this->handleExistingTicketStatusUpdate(
-                    $reason = "This claim already exists in our system.";
+                    $existingTicket,
-                    $rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
+                    $newStatusId,
+                    (int) $row['id'],
+                    $status_update_array,
+                    $rejecetd_reason
+                )) {
                     continue;
                 }
 
@@ -424,7 +416,7 @@ class FhplClaimImportService extends BaseTpaClaimImportService
                 }
 
                 // Meta fields
-                $item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['current_claim_status']) ?? 61;
+                $item['claim_status_id'] = $newStatusId;
                 $item['file_id']    = $file_id;
                 $item['claim_dump_ref_id']    = $row['id'];
                 $item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@@ -438,7 +430,12 @@ class FhplClaimImportService extends BaseTpaClaimImportService
                 $mapped[] = $item;
             }
 
-            return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
+            return [
+                'status' => true,
+                'mapped_array' => $mapped,
+                'rejected_reason_array' => $rejecetd_reason,
+                'status_update_array' => $status_update_array,
+            ];
             
         } catch (\Throwable $th) {
 

app/Libraries/TPAClaimsImportServices/IciciClaimImportService.php

@@ -223,20 +223,6 @@ class IciciClaimImportService extends BaseTpaClaimImportService
                 $item[$value] = change_date_format($item[$value] ?? null);
             }
 
-            $params = [
-                'doa' => change_date_format($item['doa'] ?? '') ?? null,
-                'employee_member_id' => $item['employee_member_id'] ?? null,
-                'claimed_amount' => $item['claimed_amount'] ?? null,
-                'uhid' => $item['uhid'] ?? null
-            ];
-
-            $is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_icici', $params);
-
-            if ($is_duplicate) {
-                $item = [];
-                continue;
-            }
-
             $item['file_id'] = $file_id ?? null;
             $item['client_id'] = $file_data['client_id'] ?? null;
             $item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@@ -257,7 +243,7 @@ class IciciClaimImportService extends BaseTpaClaimImportService
         $tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_icici', ['file_id' => $file_id]);
 
         if (empty($tpaClaimDumpData)) {
-            return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
+            return $this->emptyClaimMasterMappingResponse('claims_dump_icici', (int) $file_id);
         }
 
 
@@ -283,21 +269,27 @@ class IciciClaimImportService extends BaseTpaClaimImportService
 
             $mapped = [];
             $rejecetd_reason = [];
+            $status_update_array = [];
 
             foreach ($tpaClaimDumpData as $row) {
 
                 $params = [
                     'doa' => change_date_format($row['doa'] ?? '') ?? null,
                     'emp_code' => $row['employee_member_id'] ?? null,
-                    'claim_amount' => $row['claim_amount'] ?? null,
+                    'claim_amount' => $row['claimed_amount'] ?? null,
                     'tpa_no' => $row['uhid'] ?? null
                 ];
 
-                $isduplicate = $this->checkDublicateTicketMasterClaim($params);
+                $newStatusId = $this->checkStatusMapping($this->statusMapping, $row['updated_status'] ?? '') ?? 61;
+                $existingTicket = $this->getExistingTicketMasterClaim($params);
 
-                if ($isduplicate) {
+                if ($this->handleExistingTicketStatusUpdate(
-                    $reason = "This claim already exists in our system.";
+                    $existingTicket,
-                    $rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
+                    $newStatusId,
+                    (int) $row['id'],
+                    $status_update_array,
+                    $rejecetd_reason
+                )) {
                     continue;
                 }
 
@@ -339,7 +331,7 @@ class IciciClaimImportService extends BaseTpaClaimImportService
                 }
 
                 // Meta fields
-                $item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['updated_status']) ?? 61;
+                $item['claim_status_id'] = $newStatusId;
                 $item['claim_dump_ref_id']    = $row['id'];
                 $item['file_id']    = $file_id;
                 $item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@@ -353,7 +345,12 @@ class IciciClaimImportService extends BaseTpaClaimImportService
                 $mapped[] = $item;
             }
 
-            return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
+            return [
+                'status' => true,
+                'mapped_array' => $mapped,
+                'rejected_reason_array' => $rejecetd_reason,
+                'status_update_array' => $status_update_array,
+            ];
             
         } catch (\Throwable $th) {
 

app/Libraries/TPAClaimsImportServices/MediAssistClaimImportService.php

@@ -256,20 +256,6 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
                 $item[$dbColumn] = $value;
             }
 
-            $params = [
-                'date_of_admission' => change_date_format($item['date_of_admission'] ?? '') ?? null,
-                'pribenef_employee_code' => $item['pribenef_employee_code'] ?? null,
-                'claim_amount' => $item['claim_amount'] ?? null,
-                'event_id' => $item['event_id'] ?? null
-            ];
-
-            $is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_medi_assist', $params);
-
-            if ($is_duplicate) {
-                $item = [];
-                continue;
-            }
-
             $item['file_id'] = $file_id ?? null;
             $item['client_id'] = $file_data['client_id'] ?? null;
             $item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@@ -290,7 +276,7 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
         $tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_medi_assist', ['file_id' => $file_id]);
 
         if (empty($tpaClaimDumpData)) {
-            return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
+            return $this->emptyClaimMasterMappingResponse('claims_dump_medi_assist', (int) $file_id);
         }
 
 
@@ -316,6 +302,7 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
 
             $mapped = [];
             $rejecetd_reason = [];
+            $status_update_array = [];
 
             foreach ($tpaClaimDumpData as $row) {
 
@@ -326,11 +313,16 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
                     'tpa_no' => $row['event_id'] ?? null
                 ];
 
-                $isduplicate = $this->checkDublicateTicketMasterClaim($params);
+                $newStatusId = $this->checkStatusMapping($this->statusMapping, $row['claim_status'] ?? '') ?? 61;
+                $existingTicket = $this->getExistingTicketMasterClaim($params);
 
-                if ($isduplicate) {
+                if ($this->handleExistingTicketStatusUpdate(
-                    $reason = "This claim already exists in our system.";
+                    $existingTicket,
-                    $rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
+                    $newStatusId,
+                    (int) $row['id'],
+                    $status_update_array,
+                    $rejecetd_reason
+                )) {
                     continue;
                 }
 
@@ -374,7 +366,7 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
                 // Meta fields
                 $item['claim_dump_ref_id']    = $row['id'];
                 $item['file_id']              = $file_id;
-                $item['claim_status_id']      = $this->checkStatusMapping($this->statusMapping, $row['claim_status']) ?? 61;
+                $item['claim_status_id']      = $newStatusId;
                 $item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
                 $item['created_by'] = $file_data['created_by'] ?? null;
                 $item['claim_type'] = 1;
@@ -386,7 +378,12 @@ class MediAssistClaimImportService extends BaseTpaClaimImportService
                 $mapped[] = $item;
             }
 
-            return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
+            return [
+                'status' => true,
+                'mapped_array' => $mapped,
+                'rejected_reason_array' => $rejecetd_reason,
+                'status_update_array' => $status_update_array,
+            ];
             
         } catch (\Throwable $th) {
 

app/Libraries/TPAClaimsImportServices/RcareClaimImportService.php

@@ -208,20 +208,6 @@ class RcareClaimImportService extends BaseTpaClaimImportService
                 $item[$value] = change_date_format($item[$value] ?? null, 'd-M-y', 'Y-m-d');
             }
 
-            $params = [
-                'doa_opd_treatment_from' => $item['doa_opd_treatment_from'] ?? null,
-                'employee_member_id' => $item['employee_member_id'] ?? null,
-                'claimed_amount' => $item['claimed_amount'] ?? null,
-                'uhid' => $item['uhid'] ?? null
-            ];
-
-            $is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_reliance', $params);
-
-            if ($is_duplicate) {
-                $item = [];
-                continue;
-            }
-
             $item['file_id'] = $file_id ?? null;
             $item['client_id'] = $file_data['client_id'] ?? null;
             $item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@@ -242,7 +228,7 @@ class RcareClaimImportService extends BaseTpaClaimImportService
         $tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_reliance', ['file_id' => $file_id]);
 
         if (empty($tpaClaimDumpData)) {
-            return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
+            return $this->emptyClaimMasterMappingResponse('claims_dump_reliance', (int) $file_id);
         }
 
 
@@ -268,6 +254,7 @@ class RcareClaimImportService extends BaseTpaClaimImportService
 
             $mapped = [];
             $rejecetd_reason = [];
+            $status_update_array = [];
 
             foreach ($tpaClaimDumpData as $row) {
 
@@ -278,11 +265,16 @@ class RcareClaimImportService extends BaseTpaClaimImportService
                     'tpa_no' => $row['uhid'] ?? null
                 ];
 
-                $isduplicate = $this->checkDublicateTicketMasterClaim($params);
+                $newStatusId = $this->checkStatusMapping($this->statusMapping, $row['final_status'] ?? '') ?? 61;
+                $existingTicket = $this->getExistingTicketMasterClaim($params);
 
-                if ($isduplicate) {
+                if ($this->handleExistingTicketStatusUpdate(
-                    $reason = "This claim already exists in our system.";
+                    $existingTicket,
-                    $rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
+                    $newStatusId,
+                    (int) $row['id'],
+                    $status_update_array,
+                    $rejecetd_reason
+                )) {
                     continue;
                 }
 
@@ -324,7 +316,7 @@ class RcareClaimImportService extends BaseTpaClaimImportService
                 }
 
                 // Meta fields
-                $item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['final_status']) ?? 61;
+                $item['claim_status_id'] = $newStatusId;
                 $item['file_id']    = $file_id;
                 $item['created_by'] = $file_data['created_by'] ?? null;
                 $item['claim_dump_ref_id']    = $row['id'];
@@ -338,7 +330,12 @@ class RcareClaimImportService extends BaseTpaClaimImportService
                 $mapped[] = $item;
             }
 
-            return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
+            return [
+                'status' => true,
+                'mapped_array' => $mapped,
+                'rejected_reason_array' => $rejecetd_reason,
+                'status_update_array' => $status_update_array,
+            ];
             
         } catch (\Throwable $th) {
 

app/Libraries/TPAClaimsImportServices/VidalClaimImportService.php

@@ -455,20 +455,6 @@ class VidalClaimImportService extends BaseTpaClaimImportService
                 $item[$dbColumn] = $value;
             }
 
-            $params = [
-                'date_of_admission' => change_date_format($item['date_of_admission'] ?? '') ?? null,
-                'employee_number' => $item['employee_number'] ?? null,
-                'claim_amount' => $item['claim_amount'] ?? null,
-                'primary_policy_holder_card_id' => $item['primary_policy_holder_card_id'] ?? null
-            ];
-
-            $is_duplicate = $this->checkDuplicateTpaClaim('claims_dump_vidal', $params);
-
-            if ($is_duplicate) {
-                $item = [];
-                continue;
-            }
-
             $item['file_id'] = $file_id ?? null;
             $item['client_id'] = $file_data['client_id'] ?? null;
             $item['client_policy_id'] = $file_data['client_policy_id'] ?? null;
@@ -489,7 +475,7 @@ class VidalClaimImportService extends BaseTpaClaimImportService
         $tpaClaimDumpData = $this->getTpaClaimDumpData('claims_dump_vidal', ['file_id' => $file_id]);
 
         if (empty($tpaClaimDumpData)) {
-            return ['status' => false, 'message' => "No data to insert in TICKET MASTER"];
+            return $this->emptyClaimMasterMappingResponse('claims_dump_vidal', (int) $file_id);
         }
 
 
@@ -515,6 +501,7 @@ class VidalClaimImportService extends BaseTpaClaimImportService
 
             $mapped = [];
             $rejecetd_reason = [];
+            $status_update_array = [];
 
             foreach ($tpaClaimDumpData as $row) {
 
@@ -525,11 +512,16 @@ class VidalClaimImportService extends BaseTpaClaimImportService
                     'tpa_no' => $row['primary_policy_holder_card_id'] ?? null
                 ];
 
-                $isduplicate = $this->checkDublicateTicketMasterClaim($params);
+                $newStatusId = $this->checkStatusMapping($this->statusMapping, $row['claim_status'] ?? '') ?? 61;
+                $existingTicket = $this->getExistingTicketMasterClaim($params);
 
-                if ($isduplicate) {
+                if ($this->handleExistingTicketStatusUpdate(
-                    $reason = "This claim already exists in our system.";
+                    $existingTicket,
-                    $rejecetd_reason[] = ["id" => $row['id'], "master_reject_reason" => $reason];
+                    $newStatusId,
+                    (int) $row['id'],
+                    $status_update_array,
+                    $rejecetd_reason
+                )) {
                     continue;
                 }
 
@@ -565,7 +557,7 @@ class VidalClaimImportService extends BaseTpaClaimImportService
                 }
 
                 // Meta fields
-                $item['claim_status_id'] = $this->checkStatusMapping($this->statusMapping, $row['claim_status']) ?? 61;
+                $item['claim_status_id'] = $newStatusId;
                 $item['file_id']    = $file_id;
                 $item['claim_dump_ref_id']    = $row['id'];
                 $item['claim_dump_date'] = $file_data['claim_dump_date'] ?? null;
@@ -579,7 +571,12 @@ class VidalClaimImportService extends BaseTpaClaimImportService
                 $mapped[] = $item;
             }
 
-            return ['status' => true, 'mapped_array' => $mapped, 'rejected_reason_array' => $rejecetd_reason];
+            return [
+                'status' => true,
+                'mapped_array' => $mapped,
+                'rejected_reason_array' => $rejecetd_reason,
+                'status_update_array' => $status_update_array,
+            ];
             
         } catch (\Throwable $th) {
 

app/Models/BdsPlacementModel.php

@@ -135,37 +135,56 @@ class BdsPlacementModel extends Model
     {
         /** @var BdsConfig $config */
         $config = config(BdsConfig::class);
-        // print_r($config);die();
 
         if (!$config->shouldFetchInstallmentRemindersToday()) {
             return [];
         }
 
-        $heads = $this->db->table('user_profiles')
+        // $heads = $this->db->table('user_profiles')
-            ->select('email')->where(['role' => 5, 'is_active' => 1])
+        //     ->select('email')->where(['role' => 5, 'is_active' => 1])
-            ->get()->getResultArray();
+        //     ->get()->getResultArray();
 
-        $admins = $this->db->table('user_profiles')
+        // $admins = $this->db->table('user_profiles')
-            ->select('email')->where(['role' => 1, 'is_active' => 1])
+        //     ->select('email')->where(['role' => 1, 'is_active' => 1])
-            ->get()->getResultArray();
+        //     ->get()->getResultArray();
 
-        $businessTeam = $this->db->table("user_teams ut")
+        // $businessTeam = $this->db->table("user_teams ut")
-            ->select("up.email")
+        //     ->select("up.email")
-            ->join('user_profiles up', 'up.id = ut.user_id AND up.is_active = 1')
+        //     ->join('user_profiles up', 'up.id = ut.user_id AND up.is_active = 1')
-            ->where(["ut.team_id" => 7, "ut.is_active" => 1])
+        //     ->where(["ut.team_id" => 7, "ut.is_active" => 1])
-            ->get()->getResultArray();
+        //     ->get()->getResultArray();
 
         $builder = $this->db->table("lead_installment_payment_details lipd")
-            ->select("lipd.*, COALESCE(ct.client_name, leads.client_name) as client_name, COALESCE(ct.short_name, leads.client_short_name) as short_name, COALESCE(cb.branch_name, leads.branch_name) as branch_name, leads.salse_person_id, leads.contact_person_email, cp.policy_no")
+            ->select("
+                lipd.*, 
+                COALESCE(ct.client_name, leads.client_name) as client_name, 
+                COALESCE(ct.short_name, leads.client_short_name) as short_name, 
+                COALESCE(cb.branch_name, leads.branch_name) as branch_name, 
+                leads.salse_person_id, 
+                leads.contact_person_email,
+                leads.contact_person_name,
+                leads.contact_person_mobile,
+                COALESCE(cp.policy_no, cp_src.policy_no) as policy_no,
+                COALESCE(cp.policy_start_date, cp_src.policy_start_date) as policy_start_date,
+                COALESCE(cp.policy_end_date, cp_src.policy_end_date) as policy_end_date,
+                COALESCE(ins.name, ins_src.name) as insurer_name,
+                COALESCE(pt.policy_type, pt_src.policy_type) as policy_type,
+                leads.acm_id, 
+                leads.is_policy_created
+            ")
             ->join("leads", "leads.id = lipd.lead_id")
             ->join("clients ct", "ct.id = leads.client_id", "left")
             ->join("client_branch cb", "cb.id = leads.client_branch_id", "left")
-            ->join("client_policy cp", "cp.id = leads.source_policy_id", "left")
+            ->join("client_policy cp", "cp.id = leads.is_policy_created", "left")
+            ->join("client_policy cp_src", "cp_src.id = leads.source_policy_id", "left")
+            ->join("insurers ins", "ins.id = cp.insurer_id", "left")
+            ->join("insurers ins_src", "ins_src.id = cp_src.insurer_id", "left")
+            ->join("policy_type pt", "pt.id = cp.policy_type_id", "left")
+            ->join("policy_type pt_src", "pt_src.id = cp_src.policy_type_id", "left")
             ->where("lipd.is_active", 1)
             ->where("lipd.utr_no IS NULL OR lipd.utr_no = ''");
 
         $targetPaymentDate = $this->addBusinessDays($config->installmentReminderBusinessDays);
-        // print_r($targetPaymentDate);die();
 
         if ($config->installmentReminderFetchOverduePendingUtr) {
             $builder->groupStart()
@@ -178,27 +197,46 @@ class BdsPlacementModel extends Model
 
         $data = $builder->get()->getResultArray();
 
-        // print_r($this->db->getLastQuery()->getQuery());die();
-
         foreach ($data as &$row) {
             $sales_person_ids = json_decode($row['salse_person_id'], true);
             $sales_person_id = $sales_person_ids[0] ?? null;
+            $acm_id = $row['acm_id'] ?? null;
+
+            if ($acm_id) {
+                $acm_user = $this->db->table('user_profiles')
+                    ->select('email, first_name, last_name')
+                    ->where('id', (int) $acm_id)
+                    ->get()
+                    ->getRowArray();
+
+                $row['acm_email'] = $acm_user['email'] ?? 'N/A';
+                $row['acm_name'] = trim(
+                    ($acm_user['first_name'] ?? '') . ' ' . ($acm_user['last_name'] ?? '')
+                ) ?: 'Not Assigned';
+            } else {
+                $row['acm_email'] = 'N/A';
+                $row['acm_name'] = 'Not Assigned';
+            }
 
             if ($sales_person_id) {
                 $user = $this->db->table('user_profiles')
-                    ->select('email')
+                    ->select('email, first_name, last_name')
                     ->where('id', (int) $sales_person_id)
                     ->get()
                     ->getRowArray();
 
                 $row['sales_person'] = $user['email'] ?? 'N/A';
+                $row['sales_person_name'] = trim(
+                    ($user['first_name'] ?? '') . ' ' . ($user['last_name'] ?? '')
+                ) ?: 'Not Assigned';
             } else {
                 $row['sales_person'] = 'Not Assigned';
+                $row['sales_person_name'] = 'Not Assigned';
             }
 
-            $row['heads'] = $heads;
+            // $row['heads'] = $heads;
-            $row['admins'] = $admins;
+            // $row['admins'] = $admins;
-            $row['buisness_team'] = $businessTeam;
+            // $row['buisness_team'] = $businessTeam;
         }
 
         return $data;

app/Models/PolicyTransactionModel.php

@@ -1136,6 +1136,136 @@
             return $data;
         }
 
+        public function getCachedInceptionTranctionListData(array $filters): array
+        {
+            $cacheKey = 'inception_list_v1_' . md5(json_encode($filters));
+            $cache    = \Config\Services::cache();
+            $cached   = $cache->get($cacheKey);
+
+            if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
+                return $cached;
+            }
+
+            $ttl = 300;
+            $rows = $this->getInceptionTranctionListData(
+                $filters['start_date'] ?? 0,
+                $filters['end_date'] ?? 0,
+                $filters['client_id'] ?? 0,
+                $filters['insurer_id'] ?? 0,
+                $filters['policy_type_id'] ?? 0,
+                $filters['date_type'] ?? 0,
+                $filters['issuer'] ?? 0,
+                $filters['status'] ?? 0,
+                $filters['ids'] ?? null
+            );
+
+            $payload = [
+                'rows'       => $rows,
+                'expires_at' => time() + $ttl,
+            ];
+            $cache->save($cacheKey, $payload, $ttl);
+
+            return $payload;
+        }
+
+        public function filterInceptionTranctionRowsBySearch(array $rows, string $searchValue): array
+        {
+            $needle = mb_strtolower(trim($searchValue));
+            if ($needle === '') {
+                return $rows;
+            }
+
+            $issuerMap = [1 => 'jibs', 2 => 'nhance'];
+            $issueTypeMap = [1 => 'fresh', 2 => 'renewal', 3 => 'roll over'];
+            $clientTypeMap = [1 => 'group', 2 => 'individual'];
+            $statusMap = [
+                'under_process' => 'under process',
+                'client_pending' => 'client pending',
+                'insurer_pending' => 'insurer pending',
+                'co_insurer_pending' => 'co-insurer pending',
+                'tpa_pending' => 'tpa pending',
+                'validated' => 'validated',
+                'cancelled' => 'cancelled',
+                'instalment_pending' => 'instalment pending',
+                'completed' => 'completed',
+                'lost' => 'lost',
+            ];
+
+            $fields = [
+                'client_name',
+                'client_short_name',
+                'client_branch_name',
+                'insurer_short_name',
+                'policy_type',
+                'policy_no',
+                'user_name',
+                'status',
+                'pan',
+            ];
+
+            return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $issueTypeMap, $clientTypeMap, $statusMap) {
+                foreach ($fields as $field) {
+                    $value = $row[$field] ?? '';
+                    if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
+                        return true;
+                    }
+                }
+
+                // Search by rendered labels shown in list columns.
+                $issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
+                if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
+                    return true;
+                }
+
+                $issueTypeText = $issueTypeMap[(int) ($row['issue_type'] ?? 0)] ?? '';
+                if ($issueTypeText !== '' && mb_strpos($issueTypeText, $needle) !== false) {
+                    return true;
+                }
+
+                $clientTypeText = $clientTypeMap[(int) ($row['client_type'] ?? 0)] ?? '';
+                if ($clientTypeText !== '' && mb_strpos($clientTypeText, $needle) !== false) {
+                    return true;
+                }
+
+                $statusCode = (string) ($row['status'] ?? '');
+                $statusText = $statusMap[$statusCode] ?? '';
+                if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
+                    return true;
+                }
+
+                return false;
+            }));
+        }
+
+        public function getInceptionTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
+        {
+            $cached       = $this->getCachedInceptionTranctionListData($filters);
+            $allRows      = $cached['rows'] ?? [];
+            $recordsTotal = count($allRows);
+
+            if ($searchValue !== '') {
+                $allRows = $this->filterInceptionTranctionRowsBySearch($allRows, $searchValue);
+            }
+
+            $recordsFiltered = count($allRows);
+
+            if ($length < 0) {
+                $length = $recordsFiltered;
+            }
+
+            $pageRows = $length > 0
+                ? array_slice(array_values($allRows), $start, $length)
+                : array_values($allRows);
+
+            return [
+                'draw'            => $draw,
+                'recordsTotal'    => $recordsTotal,
+                'recordsFiltered' => $recordsFiltered,
+                'data'            => $pageRows,
+                'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
+            ];
+        }
+
 
         public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
         {
@@ -1248,6 +1378,136 @@
             return $builder->get()->getResultArray();
         }
 
+        public function getCachedEndorsementTranctionListData(array $filters): array
+        {
+            $cacheKey = 'endorsement_list_v1_' . md5(json_encode($filters));
+            $cache    = \Config\Services::cache();
+            $cached   = $cache->get($cacheKey);
+
+            if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
+                return $cached;
+            }
+
+            $ttl = 300;
+            $rows = $this->getEndorsementTranctionListData(
+                $filters['start_date'] ?? 0,
+                $filters['end_date'] ?? 0,
+                $filters['client_id'] ?? 0,
+                $filters['insurer_id'] ?? 0,
+                $filters['policy_type_id'] ?? 0,
+                $filters['date_type'] ?? 0,
+                $filters['issuer'] ?? 0,
+                $filters['status'] ?? 0
+            );
+
+            $payload = [
+                'rows'       => $rows,
+                'expires_at' => time() + $ttl,
+            ];
+            $cache->save($cacheKey, $payload, $ttl);
+
+            return $payload;
+        }
+
+        public function filterEndorsementTranctionRowsBySearch(array $rows, string $searchValue): array
+        {
+            $needle = mb_strtolower(trim($searchValue));
+            if ($needle === '') {
+                return $rows;
+            }
+
+            $issuerMap = [1 => 'jibs', 2 => 'nhance'];
+            $statusMap = [
+                'under_process' => 'under process',
+                'client_pending' => 'client pending',
+                'insurer_pending' => 'insurer pending',
+                'co_insurer_pending' => 'co-insurer pending',
+                'tpa_pending' => 'tpa pending',
+                'validated' => 'validated',
+                'cancelled' => 'cancelled',
+                'instalment_pending' => 'instalment pending',
+                'completed' => 'completed',
+            ];
+            $actionTypeMap = [
+                'addition' => 'addition',
+                'deletion' => 'deletion',
+                'addition_deletion' => 'addition & deletion',
+                'si_enhancement' => 'si enhancement',
+                'combo_a_d_si' => 'combo a, d & si',
+                'correction' => 'correction',
+                'baby_addition' => 'baby addition',
+                'policy_instalment' => 'policy instalment',
+                'addition_inception' => 'addition-inception',
+                'bds_correction' => 'bds correction',
+                'policy_correction' => 'policy correction',
+                'policy_cancellation' => 'policy cancellation',
+            ];
+
+            $fields = [
+                'client_short_name',
+                'client_branch_name',
+                'insurer_short_name',
+                'policy_type',
+                'endorsement_no',
+                'policy_no',
+            ];
+
+            return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $statusMap, $actionTypeMap) {
+                foreach ($fields as $field) {
+                    $value = $row[$field] ?? '';
+                    if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
+                        return true;
+                    }
+                }
+
+                $issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
+                if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
+                    return true;
+                }
+
+                $statusText = $statusMap[(string) ($row['status'] ?? '')] ?? '';
+                if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
+                    return true;
+                }
+
+                $actionTypeText = $actionTypeMap[(string) ($row['action_type'] ?? '')] ?? '';
+                if ($actionTypeText !== '' && mb_strpos($actionTypeText, $needle) !== false) {
+                    return true;
+                }
+
+                return false;
+            }));
+        }
+
+        public function getEndorsementTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
+        {
+            $cached       = $this->getCachedEndorsementTranctionListData($filters);
+            $allRows      = $cached['rows'] ?? [];
+            $recordsTotal = count($allRows);
+
+            if ($searchValue !== '') {
+                $allRows = $this->filterEndorsementTranctionRowsBySearch($allRows, $searchValue);
+            }
+
+            $recordsFiltered = count($allRows);
+
+            if ($length < 0) {
+                $length = $recordsFiltered;
+            }
+
+            $pageRows = $length > 0
+                ? array_slice(array_values($allRows), $start, $length)
+                : array_values($allRows);
+
+            return [
+                'draw'            => $draw,
+                'recordsTotal'    => $recordsTotal,
+                'recordsFiltered' => $recordsFiltered,
+                'data'            => $pageRows,
+                'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
+            ];
+        }
+
         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')
@@ -3099,11 +3359,15 @@
                 }
             }
 
-            // 2. Dynamic $where array
+            // 2. Dynamic $where (string SQL fragment or column => value map)
             if (!empty($where)) {
-                foreach ($where as $column => $value) {
+                if (is_string($where)) {
-                    $value = addslashes($value);
+                    $conditions .= ' AND ' . $where . ' ';
-                    $conditions .= " AND `$column` = '$value' ";
+                } else {
+                    foreach ($where as $column => $value) {
+                        $value = addslashes($value);
+                        $conditions .= " AND `$column` = '$value' ";
+                    }
                 }
             }
 
@@ -3739,119 +4003,245 @@
             $query = $this->db->query($sql);
             $result = $query->getResultArray();
 
+            return $this->processBDSReportResults($result);
+        }
 
-            // $countofalldata = count($result);
+        /**
-            // Kint::dump($result);
+         * Post-process raw BDS report rows (dedup, rewards, unbilled amounts).
-            // dd($this->db->getLastQuery()->getQuery());
+         */
-
+        public function processBDSReportResults(array $result): array
+        {
             $keys     = [];
             $filtered = [];
 
             foreach ($result as $row) {
-
-                // Normalize endorsement number
                 $endorsement_number = !empty($row['endorsement_no']) ? $row['endorsement_no'] : '-';
 
                 $reward     = (float) ($row['reward'] ?? 0);
                 $billed_amt = (float) ($row['billed_amt'] ?? 0);
 
-                if($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded'){
+                if ($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded') {
                     continue;
                 }
 
-               if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) { 
+                if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
-                    $row['total_irda_amt'] = '0.00'; 
+                    $row['total_irda_amt'] = '0.00';
-                    $row['billed_amt'] = $reward; 
+                    $row['billed_amt']     = $reward;
-                    $rewardFlag = 'R'; // Reward row 
+                    $rewardFlag            = 'R';
-                } else { 
+                } else {
-                    $rewardFlag = 'N'; // Normal row 
+                    $rewardFlag = 'N';
                 }
 
-                // ✅ Stable key (NO reward flag)
                 $key = implode('|', [
                     $row['statement_year_month'],
                     $row['insurer_name'],
                     $row['policy_no'],
                     $endorsement_number,
-                    $rewardFlag
+                    $rewardFlag,
                 ]);
 
-                // Prefer "statement uploaded"
                 if ($row['statement_uploaded'] === 'statement uploaded') {
                     $filtered[$key] = $row;
-                    $keys[$key] = true;
+                    $keys[$key]     = true;
-                }
+                } elseif (!isset($keys[$key])) {
-                // Keep no-statement only if uploaded not present
-                elseif (!isset($keys[$key])) {
                     $filtered[$key] = $row;
                 }
             }
 
-            // Reindex final output
             $result = array_values($filtered);
 
-            // dd($result);
-
-            // --------------------------------------------------------------------------------------------------------
-
             $totalBilled  = [];
             $totalIrdaMap = [];
 
             foreach ($result as $row) {
-                $key = $row['pt_id'].'-'.$row['insurer_id'];
+                $key = $row['pt_id'] . '-' . $row['insurer_id'];
 
-                // Sum billed amount
                 $totalBilled[$key] = ($totalBilled[$key] ?? 0) + (float) ($row['billed_amt'] ?? 0);
 
-                // Store total_irda_amt once
                 if (!isset($totalIrdaMap[$key])) {
                     $totalIrdaMap[$key] = (float) $row['total_irda_amt'];
                 }
 
-                if(($row['reward'] ?? 0) > 0){
+                if (($row['reward'] ?? 0) > 0) {
-                     $totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
+                    $totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
                 }
             }
 
-            // dd($totalBilled, $totalIrdaMap);
-
             $ptSeen = [];
             $final  = [];
 
             foreach ($result as $row) {
-                $ptId = $row['pt_id'].'-'.$row['insurer_id'];
+                $ptId = $row['pt_id'] . '-' . $row['insurer_id'];
                 if (!isset($ptSeen[$ptId])) {
-
+                    $totalIrdaVal   = $totalIrdaMap[$ptId] ?? 0;
-                    $totalIrdaVal = $totalIrdaMap[$ptId] ?? 0;
                     $totalBilledVal = $totalBilled[$ptId] ?? 0;
-                    $addMinus = false;
+                    $addMinus       = false;
 
-                    if($totalIrdaVal < 0){
+                    if ($totalIrdaVal < 0) {
-                        $totalIrdaVal = abs($totalIrdaVal);
+                        $totalIrdaVal   = abs($totalIrdaVal);
                         $totalBilledVal = abs($totalBilledVal);
-                        $addMinus = true;
+                        $addMinus       = true;
                     }
 
-                    // First entry → set unbilled amount
+                    $row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal), 2);
-                    $row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal),2 );
 
-                    if($addMinus){
+                    if ($addMinus) {
                         $row['unbilled_amount'] = ($row['unbilled_amount'] * -1);
                     }
 
                     $ptSeen[$ptId] = true;
                 } else {
-                    // Other entries → zero
                     $row['unbilled_amount'] = '0.00';
                 }
 
                 $final[] = $row;
             }
 
-            $result = $final;
+            return $final;
+        }
 
-            // dd($result); die;
+        /**
-            return $result;
+         * Cached processed BDS report list for a given filter set.
+         */
+        public function getCachedBDSReportList(array $filters): array
+        {
+            $cacheKey = 'bds_report_v1_' . md5(json_encode($filters));
+            $cache    = \Config\Services::cache();
+            $cached   = $cache->get($cacheKey);
+
+            if (is_array($cached)) {
+                return $cached;
+            }
+
+            $processed = $this->getBDSReportList(
+                $filters['start_date'] ?? 0,
+                $filters['end_date'] ?? 0,
+                $filters['client_id'] ?? 0,
+                $filters['insurer_id'] ?? 0,
+                $filters['policy_type_id'] ?? 0,
+                $filters['date_type'] ?? 0,
+                $filters['issuer'] ?? 0,
+                $filters['client_branch_id'] ?? 0,
+                $filters['insurer_branch_id'] ?? 0,
+                $filters['client_policy_id'] ?? 0,
+                $filters['user_id'] ?? 0,
+                $filters['where'] ?? []
+            );
+
+            $cache->save($cacheKey, $processed, 300);
+
+            return $processed;
+        }
+
+        /**
+         * Server-side DataTables payload for BDS report.
+         */
+        public function getBDSReportListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
+        {
+            $allRows      = $this->getCachedBDSReportList($filters);
+            $recordsTotal = count($allRows);
+
+            if ($searchValue !== '') {
+                $allRows = $this->filterBDSReportRowsBySearch($allRows, $searchValue);
+            }
+
+            $recordsFiltered = count($allRows);
+
+            if ($length < 0) {
+                $length = $recordsFiltered;
+            }
+
+            $pageRows = $length > 0
+                ? array_slice(array_values($allRows), $start, $length)
+                : array_values($allRows);
+
+            return [
+                'draw'            => $draw,
+                'recordsTotal'    => $recordsTotal,
+                'recordsFiltered' => $recordsFiltered,
+                'data'            => $pageRows,
+                'totals'          => $this->calculateBDSReportTotals($allRows),
+            ];
+        }
+
+        /**
+         * Global search across BDS report row fields.
+         */
+        public function filterBDSReportRowsBySearch(array $rows, string $searchValue): array
+        {
+            $needle = mb_strtolower(trim($searchValue));
+            if ($needle === '') {
+                return $rows;
+            }
+
+            // Match DataTables "common search" behavior against primary visible columns.
+            $searchFields = [
+                'user_name',
+                'policy_issue_month',
+                'client_name',
+                'action_type',
+                'policy_type',
+                'policy_no',
+                'endorsement_no',
+                'insurer_branch_name',
+            ];
+
+            return array_values(array_filter($rows, static function (array $row) use ($needle, $searchFields) {
+                foreach ($searchFields as $field) {
+                    $value = $row[$field] ?? '';
+                    if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
+                        return true;
+                    }
+                }
+
+                $numericFields = [
+                    'bp_amt', 'tp_or_ter', 'premium_wo_gst', 'total_premium', 'agreed_bp_per',
+                    'agreed_tp_or_ter_per', 'reward', 'total_irda_amt', 'billed_amt', 'unbilled_amount',
+                ];
+                foreach ($numericFields as $field) {
+                    $value = $row[$field] ?? '';
+                    if ($value !== '' && $value !== null && mb_strpos((string) $value, $needle) !== false) {
+                        return true;
+                    }
+                }
+
+                return false;
+            }));
+        }
+
+        /**
+         * Summary totals for BDS report badges (matches client-side footerCallback logic).
+         */
+        public function calculateBDSReportTotals(array $rows): array
+        {
+            $totalPremium = 0.0;
+            $totalRewards = 0.0;
+            $totalIrda    = 0.0;
+            $totalBilled  = 0.0;
+            $totalUnbilled = 0.0;
+
+            foreach ($rows as $row) {
+                $hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
+
+                $totalPremium += $hasIrda ? (float) ($row['premium_wo_gst'] ?? 0) : 0.0;
+                $totalRewards += (float) ($row['reward'] ?? 0);
+                $totalIrda    += (float) ($row['total_irda_amt'] ?? 0);
+                $totalBilled  += (float) ($row['billed_amt'] ?? 0);
+                $totalUnbilled += (float) ($row['unbilled_amount'] ?? 0);
+            }
+
+            $totalIrdaAmt = $totalBilled - $totalRewards;
+            $totalRevenue = $totalIrdaAmt + $totalRewards;
+
+            return [
+                'total_premium'  => number_format($totalPremium, 2, '.', ''),
+                'total_rewards'  => number_format($totalRewards, 2, '.', ''),
+                'total_irda'     => number_format($totalIrdaAmt, 2, '.', ''),
+                'total_revenue'  => number_format($totalRevenue, 2, '.', ''),
+                'total_billed'   => number_format($totalBilled, 2, '.', ''),
+                'total_unbilled' => number_format($totalUnbilled, 2, '.', ''),
+                'policy_count'   => count($rows),
+            ];
         }
 
 

app/Views/bds_installment_reminder_email_template.php

@@ -0,0 +1,260 @@
+<!DOCTYPE html>
+<html>
+<head>
+    <meta charset="UTF-8">
+    <meta name="viewport" content="width=device-width, initial-scale=1.0">
+    <style>
+        body {
+            font-family: 'Segoe UI', Arial, sans-serif;
+            margin: 0;
+            padding: 0;
+            background-color: #f4f7f6;
+            color: #333;
+            -webkit-text-size-adjust: 100%;
+        }
+        .container {
+            width: 100%;
+            max-width: 640px;
+            margin: 0 auto;
+            background: #ffffff;
+            border-radius: 8px;
+            overflow: hidden;
+            box-shadow: 0 4px 10px rgba(0, 0, 0, 0.06);
+        }
+        .header {
+            background: linear-gradient(135deg, #1f618d, #21618c, #117a65);
+            color: #ffffff;
+            padding: 24px 20px;
+            text-align: center;
+        }
+        .header h1 {
+            margin: 0;
+            font-size: 22px;
+            letter-spacing: 0.3px;
+        }
+        .header-subtitle {
+            margin-top: 6px;
+            font-size: 13px;
+            opacity: 0.92;
+        }
+        .content {
+            padding: 24px 20px;
+        }
+        .alert-banner {
+            padding: 14px 16px;
+            border-radius: 6px;
+            margin-bottom: 20px;
+            font-size: 14px;
+            line-height: 1.5;
+        }
+        .alert-overdue {
+            background: #fdecea;
+            border-left: 4px solid #c0392b;
+            color: #922b21;
+        }
+        .alert-upcoming {
+            background: #eaf4fb;
+            border-left: 4px solid #2980b9;
+            color: #1f4e79;
+        }
+        .intro {
+            font-size: 14px;
+            line-height: 1.7;
+            color: #2c3e50;
+            margin: 0 0 18px;
+        }
+        .section-title {
+            font-size: 16px;
+            color: #2c3e50;
+            border-bottom: 2px solid #3498db;
+            display: inline-block;
+            margin: 0 0 12px;
+            padding-bottom: 4px;
+        }
+        .details-table {
+            width: 100%;
+            border-collapse: collapse;
+            margin-bottom: 20px;
+        }
+        .details-table td {
+            padding: 10px 12px;
+            border-bottom: 1px solid #ecf0f1;
+            font-size: 13px;
+            vertical-align: top;
+        }
+        .details-table td.label {
+            width: 38%;
+            color: #7f8c8d;
+            font-weight: 600;
+            background: #f8f9fa;
+        }
+        .details-table td.value {
+            color: #2c3e50;
+        }
+        .amount-highlight {
+            font-size: 18px;
+            font-weight: bold;
+            color: #c0392b;
+        }
+        .status-badge {
+            display: inline-block;
+            padding: 3px 10px;
+            border-radius: 12px;
+            font-size: 11px;
+            font-weight: 600;
+            text-transform: uppercase;
+            letter-spacing: 0.4px;
+        }
+        .status-pending {
+            background: #fdebd0;
+            color: #b9770e;
+        }
+        .status-overdue {
+            background: #fadbd8;
+            color: #922b21;
+        }
+        .next-steps {
+            background: #f8f9fa;
+            border-radius: 6px;
+            padding: 14px 16px;
+            margin-top: 8px;
+        }
+        .next-steps h4 {
+            margin: 0 0 8px;
+            font-size: 14px;
+            color: #2c3e50;
+        }
+        .next-steps ul {
+            margin: 0;
+            padding-left: 18px;
+            font-size: 13px;
+            line-height: 1.7;
+            color: #566573;
+        }
+        .note {
+            font-size: 12px;
+            color: #7f8c8d;
+            line-height: 1.6;
+            margin-top: 16px;
+            font-style: italic;
+        }
+        .footer {
+            background: #f8f9fa;
+            padding: 14px 18px;
+            text-align: center;
+            font-size: 11px;
+            color: #95a5a6;
+            line-height: 1.5;
+        }
+        @media only screen and (max-width: 480px) {
+            .content {
+                padding: 16px 14px;
+            }
+            .header h1 {
+                font-size: 19px;
+            }
+            .details-table td.label {
+                width: 42%;
+            }
+        }
+    </style>
+</head>
+<body>
+    <div class="container" style="width:100%;max-width:640px;margin:0 auto;background:#ffffff;border-radius:8px;overflow:hidden;box-shadow:0 4px 10px rgba(0,0,0,0.06);">
+        <div class="header" style="background:#1f618d;color:#ffffff;padding:24px 20px;text-align:center;">
+            <h1>Policy Installment Payment Reminder</h1>
+            <div class="header-subtitle">Nhance India Insurance</div>
+        </div>
+
+        <div class="content" style="padding:24px 20px;">
+            <?php if (!empty($is_overdue)): ?>
+                <div class="alert-banner alert-overdue" style="padding:14px 16px;border-radius:6px;margin-bottom:20px;font-size:14px;line-height:1.5;background:#fdecea;border-left:4px solid #c0392b;color:#922b21;">
+                    <strong>Payment Overdue:</strong> The installment for <strong><?= esc($client_name ?? '') ?></strong> was due on <strong><?= esc($payment_date ?? '') ?></strong>. Kindly arrange the payment at the earliest to keep the policy active.
+                </div>
+            <?php else: ?>
+                <div class="alert-banner alert-upcoming" style="padding:14px 16px;border-radius:6px;margin-bottom:20px;font-size:14px;line-height:1.5;background:#eaf4fb;border-left:4px solid #2980b9;color:#1f4e79;">
+                    <strong>Payment Reminder:</strong> An installment payment for <strong><?= esc($client_name ?? '') ?></strong> is due on <strong><?= esc($payment_date ?? '') ?></strong>. Please review the details below.
+                </div>
+            <?php endif; ?>
+
+            <p class="intro" style="font-size:14px;line-height:1.7;color:#2c3e50;margin:0 0 18px;">
+                This is a reminder that a policy installment payment is <?= !empty($is_overdue) ? 'overdue' : 'upcoming' ?> for
+                <strong><?= esc($client_name ?? '') ?></strong> (<?= esc($branch_name ?? '-') ?> branch).
+                Kindly process the payment on or before the due date to ensure uninterrupted policy coverage.
+            </p>
+
+            <h3 class="section-title" style="font-size:16px;color:#2c3e50;border-bottom:2px solid #3498db;display:inline-block;margin:0 0 12px;padding-bottom:4px;">
+                Payment Details
+            </h3>
+
+            <table class="details-table" style="width:100%;border-collapse:collapse;margin-bottom:20px;">
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Organization</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($client_name ?? '-') ?></td>
+                </tr>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Branch</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($branch_name ?? '-') ?></td>
+                </tr>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Policy Number</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($policy_no ?? 'Not Assigned') ?></td>
+                </tr>
+                <?php if (!empty($policy_type)): ?>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Policy Type</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($policy_type) ?></td>
+                </tr>
+                <?php endif; ?>
+                <?php if (!empty($insurer_name)): ?>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Insurance Company</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($insurer_name) ?></td>
+                </tr>
+                <?php endif; ?>
+                <?php if (!empty($policy_period)): ?>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Policy Period</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><?= esc($policy_period) ?></td>
+                </tr>
+                <?php endif; ?>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Due Date</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;"><strong><?= esc($payment_date ?? '-') ?></strong></td>
+                </tr>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Amount Payable</td>
+                    <td class="value amount-highlight" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:18px;font-weight:bold;color:#c0392b;"><?= esc($installment_amount ?? '-') ?></td>
+                </tr>
+                <tr>
+                    <td class="label" style="width:38%;padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#7f8c8d;font-weight:600;background:#f8f9fa;">Status</td>
+                    <td class="value" style="padding:10px 12px;border-bottom:1px solid #ecf0f1;font-size:13px;color:#2c3e50;">
+                        <span class="status-badge <?= !empty($is_overdue) ? 'status-overdue' : 'status-pending' ?>" style="display:inline-block;padding:3px 10px;border-radius:12px;font-size:11px;font-weight:600;text-transform:uppercase;letter-spacing:0.4px;background:<?= !empty($is_overdue) ? '#fadbd8' : '#fdebd0' ?>;color:<?= !empty($is_overdue) ? '#922b21' : '#b9770e' ?>;">
+                            <?= !empty($is_overdue) ? 'Payment Overdue' : 'Payment Pending' ?>
+                        </span>
+                    </td>
+                </tr>
+            </table>
+
+            <div class="next-steps" style="background:#f8f9fa;border-radius:6px;padding:14px 16px;margin-top:8px;">
+                <h4 style="margin:0 0 8px;font-size:14px;color:#2c3e50;">Important Instructions</h4>
+                <ul style="margin:0;padding-left:18px;font-size:13px;line-height:1.7;color:#566573;">
+                    <li>Please arrange the installment payment of <strong><?= esc($installment_amount ?? '') ?></strong> on or before <strong><?= esc($payment_date ?? '') ?></strong>.</li>
+                    <li>After making the payment, kindly share the payment reference / UTR details for confirmation and record update.</li>
+                    <li>If the payment has already been made, please share the transaction details at the earliest.</li>
+                    <li>For any clarification regarding the amount or due date, please coordinate with the concerned team.</li>
+                </ul>
+            </div>
+
+            <p class="note" style="font-size:12px;color:#7f8c8d;line-height:1.6;margin-top:16px;font-style:italic;">
+                Timely payment helps ensure continuous insurance coverage. Thank you for your cooperation.
+            </p>
+        </div>
+
+        <div class="footer" style="background:#f8f9fa;padding:14px 18px;text-align:center;font-size:11px;color:#95a5a6;line-height:1.5;">
+            This is an automated notification from Nhance India Insurance. Please do not reply to this email.
+            <br>Generated on <?= esc($generated_on ?? date('d-m-Y H:i')) ?>
+        </div>
+    </div>
+</body>
+</html>

app/Views/layout/header.php

@@ -2150,7 +2150,7 @@ body[data-sidebar-size="condensed"] .footer {
                     <?php } ?>
 
                     <!-- Expence -->
-                    <?php if (in_array(get_role_id(), [1, 5])) { ?>
+                    <!-- <?php if (in_array(get_role_id(), [1, 5])) { ?>
                         <li class="li-seperate" id="clients-li">
                             <a href="<?= base_url('expense') ?>" class="img-inactive">
                                 <img style="border-radius: 5px;"
@@ -2158,7 +2158,7 @@ body[data-sidebar-size="condensed"] .footer {
                                 <span> Expense </span>
                             </a>
                         </li>
-                    <?php } ?>
+                    <?php } ?> -->
 
                     <!-- BDS -->
                     <?php if ((get_role_id() == 1 || get_role_id() == 5 || get_role_id() == 4) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>

app/Views/policy_transaction_endorsement_list.php

@@ -293,40 +293,7 @@
                             <th class="font-weight-medium text-center">Action&nbsp;</th>
                         </tr>
                     </thead>
-                    <tbody>
+                    <tbody></tbody>
-                        <?php foreach ($endorsement_data_list as $index => $row) { ?>
-                            <tr>
-                                <td><?php echo $index + 1; ?></td>
-                                <td><?php echo $issuer[$row['issuer']] ?? 'N/A'; ?></td><!-- Issuer -->
-                                <td><?php echo $row['client_short_name'] ?: 'N/A'; ?></td><!-- Client -->
-                                <td><?php echo $row['client_branch_name'] ?: 'N/A'; ?></td><!-- Branch -->
-                                <td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td><!-- Insurer -->
-                                <td><?php echo $row['policy_type'] ?: 'N/A'; ?></td><!-- Policy -->
-                                <td><?php echo $action_type[$row['action_type']] ?: 'N/A';?></td>
-                                <td><?php echo $row['endorsement_no'] ?: 'N/A'; ?></td>
-                                <td><?php echo empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])); ?></td>
-                                <td class="right-align-input"><?php echo $row['emp_count'] ?: '0'; ?></td>
-                                <td class="right-align-input"><?php echo $row['dependent_count'] ?: '0'; ?></td>
-                                <td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
-                                <td><?php echo $policy_status[$row['status']] ?: 'N/A'; ?></td>
-                                <td class="text-center table-action-cell">
-                                    <div class="btn-group dropdown">
-                                        <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
-                                        <div class="dropdown-menu dropdown-menu-right">
-                                            <a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
-                                                <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
-                                            </a>
-                                            <?php if(get_role_id() == 5): ?>
-                                                <a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
-                                                    <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
-                                                </a>
-                                            <?php endif; ?>
-                                        </div>
-                                    </div>
-                                </td>
-                            </tr>
-                        <?php } ?>
-                    </tbody>
                 </table><!-- table -->
             </div><!-- card-body -->
         </div><!-- card -->
@@ -388,32 +355,122 @@
 
     })
 
+    var endorsementTableFilters = <?= json_encode($endorsement_filters ?? []) ?>;
+    var endorsementListDataTableUrl = '<?= base_url('policy_tranction/endorsement/list/datatable') ?>';
+    var endorsementClearCacheUrl = '<?= base_url('policy_tranction/endorsement/list/clear-cache') ?>';
+    var endorsementAutoReloadTimer = null;
+
+    function scheduleEndorsementAutoReload(ms) {
+        if (endorsementAutoReloadTimer) {
+            clearTimeout(endorsementAutoReloadTimer);
+        }
+        if (ms > 0) {
+            endorsementAutoReloadTimer = setTimeout(function() {
+                window.location.reload();
+            }, ms);
+        }
+    }
+
+    function exportServerSideFilteredEndorsementData(e, dt, button, config, buttonType) {
+        var self = this;
+        var oldStart = dt.page.info().start;
+
+        dt.one('preXhr', function (x, s, data) {
+            data.start = 0;
+            data.length = -1;
+        });
+
+        dt.one('draw', function () {
+            $.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
+
+            dt.one('preXhr', function (x, s, data) {
+                data.start = oldStart;
+                data.length = dt.page.len();
+            });
+
+            setTimeout(function () {
+                dt.ajax.reload(null, false);
+            }, 0);
+        });
+
+        dt.ajax.reload();
+    }
+
+    function clearEndorsementCacheAndReloadTable(dt) {
+        $.ajax({
+            url: endorsementClearCacheUrl,
+            type: 'POST',
+            success: function(response) {
+                if (response && response.status) {
+                    endorsementTableFilters.cache_version = new Date().getTime();
+                    dt.ajax.reload(null, true);
+                    toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
+                } else {
+                    toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
+                }
+            },
+            error: function() {
+                toastr.error('Failed to clear cache.', 'Error');
+            }
+        });
+    }
+
     //DataTable document ready
     $(document).ready(function() {
         var ticketsTable = $('#tickets-table');
 
         if (ticketsTable.length) {
-            var table = ticketsTable.DataTable({
+            nhanceListDataTableBeforeInit();
-                scrollX: true,
+            var table = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
-                dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
+                autoWidth: false,
-                "<'row'<'col-sm-12'tr>>" +
+                processing: true,
-                "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
+                serverSide: true,
-            lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
+                deferRender: true,
-            buttons: [      
+                searchDelay: 400,
+                columns: (function() {
+                    var cols = [];
+                    for (var i = 0; i < 14; i++) {
+                        cols.push({ data: String(i), orderable: false });
+                    }
+                    return cols;
+                })(),
+                ajax: {
+                    url: endorsementListDataTableUrl,
+                    type: 'POST',
+                    data: function(d) {
+                        return $.extend({}, d, endorsementTableFilters);
+                    },
+                    dataSrc: function(json) {
+                        scheduleEndorsementAutoReload(json.cache_expires_in_ms || 300000);
+                        return json.data;
+                    }
+                },
+                dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" +
+                    "<'row'<'col-sm-12'tr>>" +
+                    "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
+                lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
+                buttons: [      
+                    {
+                        text: '<i class="mdi mdi-refresh" ></i><span class=" btn-custom">  Reload </span>',
+                        className: 'btn app-btn-secondary mr-2',
+                        action: function(e, dt) {
+                            clearEndorsementCacheAndReloadTable(dt);
+                        }
+                    },
                     {
                         text: '<i class="mdi mdi-filter"></i><span class="btn-custom"> Filter </span>',
                         className: 'btn app-btn-primary mr-2',
-                        action: function (e, dt, node, config) {
+                        action: function () {
                             openEndorsementFilterNav();
                         }
                     },      
-                   {
+                    {
                         text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom">  Add </span>',
                         className: 'btn app-btn-primary  mr-2',
-                        action: function (e, dt, node, config) {
+                        action: function () {
                             hide_list_show_add();
                             addHTMLInput(null, 'policy_docs_div');
-                            $('#policy_docs').show()
+                            $('#policy_docs').show();
                         },
                         attr: { id: 'btnAdd' }
                     },
@@ -422,14 +479,30 @@
                         text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
                         className: 'btn app-btn-secondary ',
                         buttons: [
-                                    {
+                            {
-                                        extend: 'csv',
+                                extend: 'csv',
-                                        text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
+                                text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
-                                        title: 'Policy-Tranction-Endorsement-List',
+                                title: 'Policy-Tranction-Endorsement-List',
-                                        exportOptions: {
+                                action: function (e, dt, button, config) {
-                                            columns: ':not(:last-child)'
+                                    exportServerSideFilteredEndorsementData.call(this, e, dt, button, config, 'csvHtml5');
-                                        },
+                                },
-                                    }
+                                exportOptions: {
+                                    modifier: { search: 'applied', page: 'all' },
+                                    columns: ':not(:last-child)'
+                                },
+                            },
+                            {
+                                extend: 'excel',
+                                text: '<i class="mdi mdi-file-excel " ></i><span class="  btn-custom">  EXCEL </span>',
+                                title: 'Policy-Tranction-Endorsement-List',
+                                action: function (e, dt, button, config) {
+                                    exportServerSideFilteredEndorsementData.call(this, e, dt, button, config, 'excelHtml5');
+                                },
+                                exportOptions: {
+                                    modifier: { search: 'applied', page: 'all' },
+                                    columns: ':not(:last-child)'
+                                },
+                            }
                         ]
                     }
                 ],
@@ -444,33 +517,14 @@
                     </div>`,
                     searchPlaceholder: "Search",
                     emptyTable: '<div class="text-center text-muted">No Data found</div>',
-                    paginate: {
+                    paginate: { previous: '◄', next: '►' }
-                        previous: '◄',
-                        next: '►'
-                    }
                 },
-                paging: true, // Enable pagination
+                paging: true,
-                pageLength: 10, // Set default number of rows per page (optional)
+                pageLength: 10,
                 ordering: false,
-            });
+            }));
-
+            nhanceListDataTableAfterInit();
-            function applyBottomRowDropup() {
+            nhanceListDataTableBindAdjust(table);
-                if (!table) return;
-                
-                const currentRows = table.rows({ page: 'current' }).nodes().toArray();
-                $('#tickets-table tbody tr').removeClass('nh-force-dropup');
-                $('#tickets-table tbody tr td.table-action-cell .btn-group.dropdown').removeClass('dropup');
-                
-                const targetCount = Math.min(2, currentRows.length);
-                for (let i = 0; i < targetCount; i++) {
-                    const row = currentRows[currentRows.length - 1 - i];
-                    if (!row) continue;
-                    $(row).addClass('nh-force-dropup');
-                    $(row).find('td.table-action-cell .btn-group.dropdown').addClass('dropup');
-                }
-            }
-            applyBottomRowDropup();
-            ticketsTable.on('draw.dt', applyBottomRowDropup);
         } else {
             console.error("Table not found.");
         }

app/Views/policy_transaction_inception_list.php

@@ -321,43 +321,7 @@ table.dataTable tbody td {
                             </tr>
                         </thead>
 
-                        <tbody>
+                        <tbody></tbody>
-                            <?php foreach($inception_data_list as $index => $row){ ?>
-                            <tr>
-                                <td class="text-center"><?php echo $index+1; ?></td>
-                                <td><?php echo $issuer[$row['issuer']] ?? 'Nhance'; ?></td>
-                                <td><?php echo $issuing_type[$row['issue_type']] ?? 'N/A'; ?></td>
-                                <td><?php echo $client_type[$row['client_type']] ?? 'N/A'; ?></td>
-                                <td><?php echo $row['client_type'] == 2 ? $row['client_name'] . " - " . (!empty($row['pan']) ? $row['pan'] :  'N/A') : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
-                                <td><?php echo $row['insurer_short_name'] ?: 'N/A'; ?></td>
-                                <td><?php echo $row['policy_type'] ?: 'N/A'; ?></td>
-                                <td><?php echo $row['policy_no'] ?: 'N/A'; ?></td>
-                                <td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])); ?></td>
-                                <td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
-                                <td><?php echo empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
-                                <td class="right-align-input"><?php echo $row['emp_count'] ?: '0'; ?></td>
-                                <td class="right-align-input"><?php echo $row['dependent_count'] ?: '0'; ?></td>
-                                <td><?php echo $policy_status[$row['status']] ?? 'N/A'; ?></td>
-                                <td><?php echo $row['user_name'] ?: 'N/A'; ?></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 class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="alertEveryFiveSeconds('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
-                                                <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
-                                            </a>
-
-                                            <?php if(get_role_id() == 5): ?>
-                                                <a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
-                                                    <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
-                                                </a>
-                                            <?php endif; ?>
-                                        </div>
-                                    </div>
-                                </td>
-                            </tr>
-                            <?php } ?>
-                        </tbody>
                     </table>
                 </div>
             </div>
@@ -673,6 +637,66 @@ function getAddPage(){
      }
 }
 
+var inceptionTableFilters = <?= json_encode($inception_filters ?? []) ?>;
+var inceptionListDataTableUrl = '<?= base_url('policy_tranction/inception/list/datatable') ?>';
+var inceptionClearCacheUrl = '<?= base_url('policy_tranction/inception/list/clear-cache') ?>';
+var inceptionAutoReloadTimer = null;
+
+function scheduleInceptionAutoReload(ms) {
+    if (inceptionAutoReloadTimer) {
+        clearTimeout(inceptionAutoReloadTimer);
+    }
+    if (ms > 0) {
+        inceptionAutoReloadTimer = setTimeout(function() {
+            window.location.reload();
+        }, ms);
+    }
+}
+
+function exportServerSideFilteredInceptionData(e, dt, button, config, buttonType) {
+    var self = this;
+    var oldStart = dt.page.info().start;
+
+    dt.one('preXhr', function (x, s, data) {
+        data.start = 0;
+        data.length = -1;
+    });
+
+    dt.one('draw', function () {
+        $.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
+
+        dt.one('preXhr', function (x, s, data) {
+            data.start = oldStart;
+            data.length = dt.page.len();
+        });
+
+        setTimeout(function () {
+            dt.ajax.reload(null, false);
+        }, 0);
+    });
+
+    dt.ajax.reload();
+}
+
+function clearInceptionCacheAndReloadTable(dt) {
+    $.ajax({
+        url: inceptionClearCacheUrl,
+        type: 'POST',
+        success: function(response) {
+            if (response && response.status) {
+                inceptionTableFilters.cache_version = new Date().getTime();
+                dt.ajax.reload(null, true);
+                toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
+            } else {
+                toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
+            }
+        },
+        error: function() {
+            toastr.error('Failed to clear cache.', 'Error');
+        }
+    });
+}
+
 // Datatable document ready
 $(document).ready(function() {
 
@@ -692,64 +716,109 @@ $(document).ready(function() {
     var ticketsTable = $('#tickets-table');
 
     if (ticketsTable.length) {
-        ticketsTable.DataTable({
+        nhanceListDataTableBeforeInit();
-            scrollX: true,
+        var inceptionTable = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
-            // dom: "<'row'<'col-12'f><'col-sm-11 text-right'B>>" + // Filter left, buttons right
+            autoWidth: false,
-            // dom: "<'row'<'col-12 d-flex justify-content-between'<'datatable-search dataTables_filter'f><'datatable-buttons dt-buttons'B>>>" +
+            processing: true,
-            //         "<'row'<'col-sm-12'tr>>" +
+            serverSide: true,
-            //         "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
+            deferRender: true,
-            dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
+            searchDelay: 400,
+            columns: (function() {
+                var cols = [];
+                for (var i = 0; i < 16; i++) {
+                    cols.push({ data: String(i), orderable: false });
+                }
+                return cols;
+            })(),
+            ajax: {
+                url: inceptionListDataTableUrl,
+                type: 'POST',
+                data: function(d) {
+                    return $.extend({}, d, inceptionTableFilters);
+                },
+                dataSrc: function(json) {
+                    scheduleInceptionAutoReload(json.cache_expires_in_ms || 300000);
+                    return json.data;
+                }
+            },
+            dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" +
                 "<'row'<'col-sm-12'tr>>" +
                 "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
             lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
-            buttons: [            
+            buttons: [
-                    {
+                {
-                        text: '<i class="mdi mdi-filter" ></i><span class=" btn-custom">  Filter </span>',
+                    text: '<i class="mdi mdi-refresh" ></i><span class=" btn-custom">  Reload </span>',
-                        className: 'btn app-btn-primary  mr-2',
+                    className: 'btn app-btn-secondary mr-2',
-                        action: function(e, dt, node, config) { 
+                    action: function(e, dt) {
-                            openPolicyFilterNav();
+                        clearInceptionCacheAndReloadTable(dt);
-                        }
-                    },
-                    {
-                        text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom">  Add </span>',
-                        className: 'btn app-btn-primary  mr-2',
-                        action: function (e, dt, node, config) {
-                            openPolicyNoAddModal();
-                        }
-                    },
-                    {
-                        extend: 'collection',
-                        text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
-                        className: 'btn app-btn-secondary ',
-                        buttons: [
-                                    {
-                                        extend: 'csv',
-                                        text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
-                                        className: 'app-btn-primary ',
-                                        title: 'Policy-Tranction-Inception-List',
-                                        exportOptions: {
-                                              columns: ':not(:last-child)'
-                                        },
-                                    }
-                        ]
                     }
-                ],
+                },
+                {
+                    text: '<i class="mdi mdi-filter" ></i><span class=" btn-custom">  Filter </span>',
+                    className: 'btn app-btn-primary  mr-2',
+                    action: function() {
+                        openPolicyFilterNav();
+                    }
+                },
+                {
+                    text: '<i class="mdi mdi-plus" ></i><span class=" btn-custom">  Add </span>',
+                    className: 'btn app-btn-primary  mr-2',
+                    action: function () {
+                        openPolicyNoAddModal();
+                    }
+                },
+                {
+                    extend: 'collection',
+                    text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
+                    className: 'btn app-btn-secondary ',
+                    buttons: [
+                        {
+                            extend: 'csv',
+                            text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
+                            className: 'app-btn-primary ',
+                            title: 'Policy-Tranction-Inception-List',
+                            action: function (e, dt, button, config) {
+                                exportServerSideFilteredInceptionData.call(this, e, dt, button, config, 'csvHtml5');
+                            },
+                            exportOptions: {
+                                modifier: { search: 'applied', page: 'all' },
+                                columns: ':not(:last-child)'
+                            }
+                        },
+                        {
+                            extend: 'excel',
+                            text: '<i class="mdi mdi-file-excel " ></i><span class="  btn-custom">  EXCEL </span>',
+                            className: 'app-btn-primary ',
+                            title: 'Policy-Tranction-Inception-List',
+                            action: function (e, dt, button, config) {
+                                exportServerSideFilteredInceptionData.call(this, e, dt, button, config, 'excelHtml5');
+                            },
+                            exportOptions: {
+                                modifier: { search: 'applied', page: 'all' },
+                                columns: ':not(:last-child)'
+                            }
+                        }
+                    ]
+                }
+            ],
             language: {
-                    search: `
+                search: `
-                    <div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
+                <div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
-                        _INPUT_
+                    _INPUT_
-                        <i class="mdi mdi-magnify datatable-search-icon" 
+                    <i class="mdi mdi-magnify datatable-search-icon" 
-                        style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
+                    style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
-                        <i class="mdi mdi-close-circle datatable-clear-icon" 
+                    <i class="mdi mdi-close-circle datatable-clear-icon" 
-                        style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
+                    style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
-                    </div>`,
+                </div>`,
-                    searchPlaceholder: "Search",
+                searchPlaceholder: "Search",
-                    emptyTable: '<div class="text-center text-muted">No Data found</div>'
+                emptyTable: '<div class="text-center text-muted">No Data found</div>'
             },
-            paging: true, // Enable pagination
+            paging: true,
-            pageLength: 10, // Set default number of rows per page (optional)
+            pageLength: 10,
-            // ordering: false,
+            ordering: false,
-        });
+        }));
+        nhanceListDataTableAfterInit();
+        nhanceListDataTableBindAdjust(inceptionTable);
     } else {
         console.error("Table not found.");
     }

app/Views/report_bds.php

@@ -165,130 +165,6 @@
                         </tr>
                     </thead>
                     <tbody>
-                        <?php if (isset($report_list)) { ?>
-                        <?php foreach($report_list as $index => $row){ ?>
-                        <tr data-id="<?= $row['pt_id'] ?>">
-                            <td><?= $index + 1 ?> &nbsp; <a href="<?php
-                                        if(strtolower($row['action_type']) == "policy"){
-                                            echo base_url('policy_tranction/inception/list') . '?pt_id=' . $row['id'] ;
-                                        }else{
-                                            echo base_url('policy_tranction/endorsement/list') . '?pt_id=' . $row['id'] ;
-                                        }
-                                ?>" class="mdi mdi-pencil" ></a> </td>
-                            <td><?php echo $row['user_name'] ?: 'N/A'; ?></td>
-                            <td><?php echo $row['policy_issue_month'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['revenue_type'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['client_type'] ?: 'N/A'; ?></td>
-                            <td><?php echo $row['client_name'] ?: 'N/A'; ?></td>
-                            <td><?php echo $row['action_type'] ?: 'N/A'; ?></td>
-                            <td><?php echo $row['policy_type'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['bap'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['vehicle_no'] ?: 'N/A'; ?></td>
-                            <td><?php echo $row['policy_no'] ?: 'N/A'; ?></td>
-                            <td><?php echo $row['endorsement_no'] ?: 'N/A'; ?></td>
-                            <!-- <td style="display: none;"><?php echo $row['insurer_name'] ?: 'N/A'; ?> </td> -->
-                            <td><?php echo $row['insurer_branch_name'] ?: 'N/A'; ?></td>
-                            <!-- <td style="display: none;"><?php echo $row['tpa_name']; ?></td> -->
-                            <td style="display: none;"><?php echo empty($row['endorse_eff_date']) ? 'N/A' : change_date_format($row['endorse_eff_date'], 'Y-m-d', 'd/m/Y') ?></td>
-                            <td style="display: none;"><?php echo empty($row['policy_start_date']) ? 'N/A' : change_date_format($row['policy_start_date'], 'Y-m-d', 'd/m/Y'); ?></td>
-                            <td style="display: none;"><?php echo empty($row['policy_end_date']) ? 'N/A' : change_date_format($row['policy_end_date'], 'Y-m-d', 'd/m/Y'); ?></td>
-                            <td style="display: none;"><?php echo $row['ref'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['remarks'] ?: 'N/A'; ?></td>
-
-                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['bp_amt'] ?: '0.00') : '0.00'; ?></td>
-                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['tp_or_ter'] ?: '0.00') : '0.00'; ?></td>
-                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['premium_wo_gst'] ?: '0.00') : '0.00'; ?></td>
-                            <!-- <td class="right-align-input" style="display: none;"><?php echo $row['gst_amount']; ?></td> -->
-                            <td class="right-align-input" style="display: none;"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['total_premium'] ?: '0.00') : '0.00'; ?></td>
-                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_bp_per'] ?: '0.00') : '0.00'; ?>%</td>
-                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00'; ?>%</td>
-                            <td class="right-align-input"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
-
-                            <?php  
-                                    // Below Line its old version i am removed. reason no value ['total_irda_amt'] means taken as ['exp_amt'] so. 
-                                    // LN156 - $total_irda_amt =  empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];  
-                                    // Here i am compare [total_irda_amt] and [exp_amt] i am print the larger value.
-                                    // both are equal, print either value. 
-                                    // both are zero , empty/null , any one is empty or null means => i am print 0.00.
-                                    // REF : Velmurugan but he told handle in query
-                                    // Date : 6/11/25 12:50
-                                    $irda_amt = isset($row['total_irda_amt']) && $row['total_irda_amt'] !== '' ? (float)$row['total_irda_amt'] : 0;
-                                    $exp_amt = isset($row['exp_amt']) && $row['exp_amt'] !== '' ? (float)$row['exp_amt'] : 0;
-                                    // $max_amount = max($irda_amt, $exp_amt);
-                                    // $total_irda_amt =  number_format($max_amount, 2, '.', ''); 
-                                    // $total_irda_amt =  empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];
-                                    $total_irda_amt =  $row['total_irda_amt'] ?? '0.00';
-                                ?>
-                            <td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $total_irda_amt; ?></td>
-                            <td class="right-align-input" data-id="<?php echo strtolower($row['action_type']) ?: '-'; ?>"><?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> -->
-                            <?php 
-                            // Below Line its old version so commanded reason they direct taken as ['total_irda_amt'] from array.
-                            // $unbilled_amt = $row['total_irda_amt'] - $row['billed_amt']; 
-                            // now stored total_irda_amt value taken here 
-                            // REF : Velmurugan but he told handle in query
-                            // Date : 6/11/25 12:50
-                            $unbilled_amt = $total_irda_amt - $row['billed_amt']; 
-                            if($total_irda_amt == "0.00"){
-                                $unbilled_amt = abs($unbilled_amt);
-                            }
-                            $unbilled_amt = $unbilled_amt == 0 && $row['billed_amt'] == 0 ? $total_irda_amt : $unbilled_amt ;
-                            ?>
-                            <td class="right-align-input">
-                                <?php echo 
-                                    // number_format((float)$unbilled_amt,2, '.', '')
-                                    // number_format((float) ($row['unbilled_amount'] ?: 0), 2, '.', '');
-                                    $unbilled = isset($row['unbilled_amount']) ? $row['unbilled_amount'] : '0.00';
-                                    number_format($unbilled, 2, '.', '');
-                                ?>
-                            </td>
-                            <td style="display: none;"><?php echo $row['salse_person_name'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['service_person_name'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['nhance_branch'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo $row['installment'] ?: 'N/A'; ?></td>
-                            <td style="display: none;"><?php echo empty($row['data_received_date']) ? 'N/A' : change_date_format($row['data_received_date'], 'Y-m-d', 'd/m/Y') ?></td>
-                            <td style="display: none;"><?php echo empty($row['renewal_date']) ? 'N/A' : change_date_format($row['renewal_date'], 'Y-m-d', 'd/m/Y') ?></td>
-
-                            <td style="display:none;"><?php echo $row['co_share'] ?? 'No'; ?></td>
-                            <td style="display:none;"><?php echo $row['bro_payable_by'] ?? 'No'; ?></td>
-
-                            <td style="display:none;"><?php echo $row['salse_manager_name'] ?: 'N/A'; ?></td>
-                            <td style="display:none;"><?php echo $row['service_manager_name'] ?: 'N/A'; ?></td>
-                            <td style="display:none;"><?php echo $row['service_branch'] ?: 'N/A'; ?></td>
-
-                            <td style="display:none;"><?php echo empty($row['rollover_date']) ? 'N/A' : change_date_format($row['rollover_date'], 'Y-m-d', 'd/m/Y') ?? 'N/A'; ?> </td>
-
-                            <td style="display:none;"><?php echo $row['policy_holder_name'] ?: 'N/A'; ?></td>
-                            <td style="display:none;"><?php echo $row['same_as_proposer'] ?? 'No'; ?></td>
-
-                            <td style="display:none;"><?php echo $row['follower_policy_no'] ?: 'N/A'; ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['co_share_per'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['non_comm_per_amt'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['bp_igst'] ?? 0), 2); ?></td>
-                            <td style="display:none;"><?php echo number_format((float)($row['bp_sgst'] ?? 0), 2); ?></td>
-                            <td style="display:none;"><?php echo number_format((float)($row['bp_cgst'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['stamp_duty'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['standerd_bp_per'] ?? 0), 2); ?></td>
-                            <td style="display:none;"><?php echo number_format((float)($row['standerd_tp_per'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['actual_bp_amt'] ?? 0), 2); ?></td>
-                            <td style="display:none;"><?php echo number_format((float)($row['actual_tp_amt'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['actual_bp_per'] ?? 0), 2); ?></td>
-                            <td style="display:none;"><?php echo number_format((float)($row['actual_tp_per'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo number_format((float)($row['actual_tep_brokerage_amt'] ?? 0), 2); ?></td>
-                            <td style="display:none;"><?php echo number_format((float)($row['actual_tp_brokerage_amt'] ?? 0), 2); ?></td>
-
-                            <td style="display:none;"><?php echo $row['cd_ac_no'] ?: 'N/A'; ?></td>
-                        </tr>
-                        <?php } ?>
-                        <?php } ?>
                     </tbody>
                 </table>
 
@@ -332,6 +208,68 @@
 <!-------------------------------------------------------------------------------------------------->
 
 <script>
+var bdsReportFilters = <?= json_encode($bds_filters ?? []) ?>;
+var bdsReportDataTableUrl = '<?= base_url('policy_tranction/report/list/datatable') ?>';
+var bdsReportClearCacheUrl = '<?= base_url('policy_tranction/report/list/clear-cache') ?>';
+
+function updateBdsReportTotals(totals) {
+    if (!totals) {
+        return;
+    }
+    $('#total_premium').text(totals.total_premium || '0.00');
+    $('#total_rewards').text(totals.total_rewards || '0.00');
+    $('#total_irda').text(totals.total_irda || '0.00');
+    $('#total_revenue').text(totals.total_revenue || '0.00');
+    $('#total_billed').text(totals.total_billed || '0.00');
+    $('#total_unbilled').text(totals.total_unbilled || '0.00');
+}
+
+// Export all filtered rows in server-side DataTable (not only current page).
+function exportServerSideFilteredData(e, dt, button, config, buttonType) {
+    var self = this;
+    var oldStart = dt.page.info().start;
+
+    dt.one('preXhr', function (x, s, data) {
+        data.start = 0;
+        data.length = -1; // backend converts -1 to all filtered rows
+    });
+
+    dt.one('draw', function () {
+        $.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
+
+        dt.one('preXhr', function (x, s, data) {
+            data.start = oldStart;
+            data.length = dt.page.len();
+        });
+
+        // Restore the previous page after export.
+        setTimeout(function () {
+            dt.ajax.reload(null, false);
+        }, 0);
+    });
+
+    dt.ajax.reload();
+}
+
+function clearBdsCacheAndReloadTable(dt) {
+    $.ajax({
+        url: bdsReportClearCacheUrl,
+        type: 'POST',
+        success: function(response) {
+            if (response && response.status) {
+                bdsReportFilters.cache_version = new Date().getTime();
+                dt.ajax.reload(null, true);
+                toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
+            } else {
+                toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
+            }
+        },
+        error: function() {
+            toastr.error('Failed to clear cache.', 'Error');
+        }
+    });
+}
+
 // Datatable document ready
 $(document).ready(function() {
 
@@ -341,6 +279,45 @@ $(document).ready(function() {
         nhanceListDataTableBeforeInit();
         var nhBdsReportTable = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
             autoWidth: false,
+            processing: true,
+            serverSide: true,
+            deferRender: true,
+            searchDelay: 400,
+            columns: (function() {
+                var cols = [];
+                for (var i = 0; i < 58; i++) {
+                    cols.push({ data: String(i), orderable: false });
+                }
+                return cols;
+            })(),
+            ajax: {
+                url: bdsReportDataTableUrl,
+                type: 'POST',
+                data: function(d) {
+                    return $.extend({}, d, bdsReportFilters);
+                },
+                dataSrc: function(json) {
+                    updateBdsReportTotals(json.totals);
+                    return json.data;
+                }
+            },
+            columnDefs: [
+                { targets: [18, 19, 20, 21, 22, 23, 24, 25, 26, 27], className: 'right-align-input' },
+                {
+                    targets: [
+                        3, 4, 8, 9, 13, 14, 15, 16, 17, 21,
+                        28, 29, 30, 31, 32, 33, 34, 35, 36, 37, 38, 39,
+                        40, 41, 42, 43, 44, 45, 46, 47, 48, 49, 50, 51,
+                        52, 53, 54, 55, 56, 57
+                    ],
+                    visible: false
+                }
+            ],
+            createdRow: function(row, data) {
+                if (data.DT_RowAttr) {
+                    $(row).attr(data.DT_RowAttr);
+                }
+            },
             // 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
@@ -400,6 +377,13 @@ $(document).ready(function() {
                 "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
             lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
             buttons: [
+            {
+                text: '<i class="mdi mdi-refresh" ></i><span class=" btn-custom">  Reload </span>',
+                className: 'btn app-btn-secondary mr-2',
+                action: function(e, dt) {
+                    clearBdsCacheAndReloadTable(dt);
+                }
+            },
             {
                 text: '<i class="mdi mdi-filter" ></i><span class=" btn-custom">  Filter </span>',
                 className: 'btn app-btn-primary  mr-2',
@@ -416,7 +400,14 @@ $(document).ready(function() {
                     extend: 'csv',
                     text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
                     title: 'Policy-Tranction-BDS-List',
+                    action: function (e, dt, button, config) {
+                        exportServerSideFilteredData.call(this, e, dt, button, config, 'csvHtml5');
+                    },
                     exportOptions: {
+                        modifier: {
+                            search: 'applied',
+                            page: 'all'
+                        },
                         columns: function (idx, data, node) {
                             return true; // ✅ include all columns (even hidden)
                         },
@@ -465,6 +456,9 @@ $(document).ready(function() {
                     sheetName: 'Policy-Tranction-BDS-List',
                     text: '<i class="mdi mdi-file-excel " ></i><span class="  btn-custom">  EXCEL </span>',
                     className: 'app-btn-primary ',
+                    action: function (e, dt, button, config) {
+                        exportServerSideFilteredData.call(this, e, dt, button, config, 'excelHtml5');
+                    },
                     // customize: function (xlsx) {
                     //     var sheet = xlsx.xl.worksheets['sheet1.xml'];
                     //     var total = 0;
@@ -559,6 +553,10 @@ $(document).ready(function() {
                         $(sheet).find('sheetData').append(totalRow);
                     },
                     exportOptions: {
+                        modifier: {
+                            search: 'applied',
+                            page: 'all'
+                        },
                         orthogonal: 'sort'
                     },
                     customizeData: function (data) {
@@ -587,134 +585,9 @@ $(document).ready(function() {
                     searchPlaceholder: "Search",
                     emptyTable: '<div class="text-center text-muted">No Data found</div>'
             },
-            paging: true, // Enable pagination
+            paging: true,
-            pageLength: 10, // Set default number of rows per page (optional)
+            pageLength: 10,
             ordering: false,
-        //    "footerCallback": function(row, data, start, end, display) {
-        //         var api = this.api();
-                
-        //         // Calculate column totals
-        //         var totalPremium = api.column(23).data().reduce(function(a, b) {
-        //             return parseFloat(a) + parseFloat(b) || 0;
-        //         }, 0);
-                
-        //         var total_rewards = api.column(26).data().reduce(function(a, b) {
-        //             return parseFloat(a) + parseFloat(b) || 0;
-        //         }, 0); // Add initial value 0 here
-                
-        //         console.log('total_rewards - ' + total_rewards);
-                
-        //         var totalIrda = api.column(27).data().reduce(function(a, b) {
-        //             return parseFloat(a) + parseFloat(b) || 0;
-        //         }, 0);
-                
-        //         var totalBilled = api.column(28).data().reduce(function(a, b) {
-        //             return parseFloat(a) + parseFloat(b) || 0;
-        //         }, 0);
-                
-        //         var totalUnbilled = api.column(29).data().reduce(function(a, b) {
-        //             return parseFloat(a) + parseFloat(b) || 0;
-        //         }, 0);
-                
-        //         // Update the totals in the div above the table
-        //         $('#total_premium').text(totalPremium.toFixed(2));
-        //         $('#total_rewards').text(total_rewards.toFixed(2));
-        //         $('#total_irda').text(totalIrda.toFixed(2));
-        //         $('#total_billed').text(totalBilled.toFixed(2));
-        //         $('#total_unbilled').text(totalUnbilled.toFixed(2));
-        //    }
-        "footerCallback": function(row, data, start, end, display) {
-                var api = this.api();
-                
-                // Calculate column totals (adjust indices based on VISIBLE columns)
-                // var totalPremium = api.column(20, {search: 'applied'}).data().reduce(function(a, b) {
-                //     return parseFloat(a) + parseFloat(b || 0);
-                // }, 0);
-                
-                // var total_rewards = api.column(23, {search: 'applied'}).data().reduce(function(a, b) {
-                //     return parseFloat(a) + parseFloat(b || 0);
-                // }, 0);
-                
-                // var totalIrda = api.column(24, {search: 'applied'}).data().reduce(function(a, b) {
-                //     return parseFloat(a) + parseFloat(b || 0);
-                // }, 0);
-                
-                // var totalBilled = api.column(25, {search: 'applied'}).data().reduce(function(a, b) {
-                //     return parseFloat(a) + parseFloat(b || 0);
-                // }, 0);
-                
-                // var totalUnbilled = api.column(26, {search: 'applied'}).data().reduce(function(a, b) {
-                //     return parseFloat(a) + parseFloat(b || 0);
-                // }, 0);
-                
-                // Update the totals
-                // $('#total_premium').text(totalPremium.toFixed(2));
-                // $('#total_rewards').text(total_rewards.toFixed(2));
-                // $('#total_irda').text(totalIrda.toFixed(2));
-                // $('#total_billed').text(totalBilled.toFixed(2));
-                // $('#total_unbilled').text(totalUnbilled.toFixed(2));
-
-                var getUniqueUnbilled = function(colIndex) {
-
-                    var rows = api.rows({ search: 'applied' }).nodes();  // get filtered nodes
-                    var maxRowPerId = {};  // store only the greatest row
-
-                    $(rows).each(function() {
-                        var rowId = $(this).data('id');          // read data-id
-                        var rowIndex = $(this).index();          // row index
-
-                        // Keep only the greatest row index per data-id
-                        if (!maxRowPerId[rowId] || rowIndex > maxRowPerId[rowId]) {
-                            maxRowPerId[rowId] = rowIndex;
-                        }
-                    });
-
-                    var total = 0;
-
-                    // Now sum only the selected rows
-                    $.each(maxRowPerId, function(id, rowIndex) {
-                        var value = api.cell(rowIndex, colIndex).data();
-                        value = parseFloat((typeof value === 'string') ? value.replace(/[^0-9.\-]+/g, '') : value) || 0;
-                        total += value;
-                    });
-
-                    return total;
-                };
-
-                // Helper to sum numeric values safely
-                var getTotal = function(colIndex) {
-                    return api.column(colIndex, { search: 'applied' }).data()
-                        .reduce(function(a, b) {
-                            var x = parseFloat(a) || 0;
-                            var y = parseFloat(
-                                (typeof b === 'string') ? b.replace(/[^0-9.\-]+/g, '') : b
-                            ) || 0;
-                            return x + y;
-                        }, 0);
-                };
-
-                // Compute totals by column index
-                var totalPremium = getTotal(20);
-                var totalRewards = getTotal(24);
-                var totalIrda    = getTotal(25);
-                var totalBilled  = getTotal(26);
-                var totalUnbilled = getTotal(27);
-
-                var totalIrdaAmt = parseFloat(totalBilled) - parseFloat(totalRewards);
-                var totalRevenue = parseFloat(totalIrdaAmt) + parseFloat(totalRewards);
-
-                // Update the totals section above the table
-                $('#total_premium').text(totalPremium.toFixed(2));
-                $('#total_rewards').text(totalRewards.toFixed(2));
-                // $('#total_irda').text(totalIrda.toFixed(2));
-                $('#total_irda').text(totalIrdaAmt.toFixed(2));
-                $('#total_revenue').text(totalRevenue.toFixed(2));
-                // $('#total_revenue').text(totalIrda.toFixed(2));
-                $('#total_billed').text(totalBilled.toFixed(2));
-                $('#total_unbilled').text(totalUnbilled.toFixed(2));
-                // var totalUnbilled = getUniqueUnbilled(27);
-                // $('#total_unbilled').text(totalUnbilled.toFixed(2));
-            }
         }));
         nhanceListDataTableAfterInit();
         nhanceListDataTableBindAdjust(nhBdsReportTable);

app/Views/view_rfq.php

@@ -7160,6 +7160,8 @@ function appendMultiFileData(data) {
     function addInstallmentHTML() {
         let html = `
             <div class="form-row align-items-end">
+                <input type="hidden" name="installment_primary_key[]" value="">
+
                 <div class="form-group col-md-3">
                     <label for="installment_amount">Installment Amount</label>
                     <input type="text" class="form-control" name="installment_amount[]" placeholder="Enter Amount">
@@ -7259,9 +7261,8 @@ function appendMultiFileData(data) {
 
         console.log("Form row count:", row_count);
 
-        if (row_count === 1) {
+        if (row_count === 1 && no_of_installments > row_count) {
-            // $installmentContainer.empty();
+            for (let index = 0; index < no_of_installments - row_count; index++) {
-            for (let index = 0; index < no_of_installments - 1; index++) {
                 addInstallmentHTML();
             }
         } else if (no_of_installments === row_count) {
@@ -7589,6 +7590,25 @@ function appendMultiFileData(data) {
         }
     }
 
+    function updateInstallmentPrimaryKeys(installments) {
+        if (!installments || !installments.length) {
+            return;
+        }
+
+        $('#installment_form_row .form-row').each(function(index) {
+            if (!installments[index] || !installments[index].id) {
+                return;
+            }
+
+            let $hidden = $(this).find('input[name="installment_primary_key[]"]');
+            if ($hidden.length === 0) {
+                $(this).prepend('<input type="hidden" name="installment_primary_key[]" value="' + installments[index].id + '">');
+            } else {
+                $hidden.val(installments[index].id);
+            }
+        });
+    }
+
     function constructPlacementDataPayload() {
         var lead_id = $('#lead_id').val();
         let placement_date = $('#placement_date').val();
@@ -7677,6 +7697,7 @@ function appendMultiFileData(data) {
 
             if (res.status == true) {
                 toastr.success(res.message, 'Success');
+                updateInstallmentPrimaryKeys(res.installments);
                 $('.close').click();
             } else {
                 toastr.warning(res.message || 'Failed to save placement data', 'Warning');
@@ -7711,6 +7732,7 @@ function appendMultiFileData(data) {
 
             if (res.status == true) {
                 toastr.success(res.message, 'Success');
+                updateInstallmentPrimaryKeys(res.installments);
                 checkMemberDataValidationStatus(res.lead_id)
             } else {
                 toastr.warning(res.message, 'Warning');