FIX_UNIT_ISSUE_LEAD_MODULE_DEVLOPMENT : RV

app/Controllers/LeadsController.php

@@ -13,8 +13,10 @@ use App\Models\LeadsModel;
 use App\Models\PolicyTypeModel;
 use App\Models\KYCEntityTypeModel;
 use App\Models\PolicyTransactionStatusModel;
+use App\Models\InsurerBranchModel;
+use App\Models\TPABranchModel;
 
-class LeadsController extends AdminController
+class LeadsController extends BaseController
 {   
     use ResponseTrait;
     
@@ -31,6 +33,8 @@ class LeadsController extends AdminController
     protected $policyTypeModel;
     protected $kycEntityTypeModel;
     protected $policyTransactionStatusModel;
+    protected $insurerBranchModel;
+    protected $tpaBranchModel;
 
     //variables for storing array
     protected $issuer;
@@ -52,10 +56,12 @@ class LeadsController extends AdminController
         $this->policyTypeModel    = new PolicyTypeModel();
         $this->kycEntityTypeModel = new KYCEntityTypeModel();
         $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
+        $this->insurerBranchModel = new InsurerBranchModel();
+        $this->tpaBranchModel = new TPABranchModel();
 
         $this->issuer  = [1 => 'JIBS', 2 => 'Nhance'];
         $this->clientType  = [1 => 'Group', 2 => 'Individual'];
-        $this->leadType   = [1 => 'Fresh', 2 => 'Renewal'];
+        $this->leadType   = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
         $this->leadsStatus = [
             'queued' => 'Queued',
             'qcr_sent' => 'QCR sent',
@@ -71,13 +77,21 @@ class LeadsController extends AdminController
     {   
         $data['page_name'] = 'Leads';
 
-        $data['issuer'] = $this->issuer ;
+        // Set basic data
-        $data['client_type'] = $this->clientType;
+        $data['issuer'] = $this->issuer;  
-        $data['lead_type'] =  $this->leadType;
+        $data['client_type'] = $this->clientType; 
+        $data['lead_type'] = $this->leadType; 
         $data['lead_status'] = $this->leadsStatus;
 
+        // Fetch policy types and entity data
         $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
-        $data['entity']  = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
+        $data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
+
+        // Fetch insurer and TPA branch data
+        $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+        $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+
+        // Fetch sales team members who are active in team 5
         $data['salse_team'] = $this->userModel
             ->select('user_profiles.*')
             ->join('user_teams', 'user_profiles.id = user_teams.user_id')
@@ -86,9 +100,13 @@ class LeadsController extends AdminController
             ->where('user_profiles.is_active', 1)
             ->findAll();
 
-        $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
         // dd($data);
-        $this->loadLayout('leads_list',  $data);
+
+        // Fetch leads data
+        $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
+
+        // Load layout and pass data
+        $this->loadLayout('leads_list', $data);
     }
 
     public function createLead()
@@ -126,9 +144,9 @@ class LeadsController extends AdminController
         if($data['client_code'] == 2){
             $data['client_code'] = generate_client_code('IC');
         }
-
+        
         $data = $this->prepareMultipleLeadData($data);
-
+        // print_r($data); die;
         return $data;
     }
 
@@ -136,7 +154,41 @@ class LeadsController extends AdminController
     {
         $processedData = [];
         foreach($data['policy_type_id'] as $index => $value){
-            $processedData = [
+
+            // Separate the insurer and insurer branch
+            list($insurer_branch_id, $insurer_id) = explode('-',$data['insurer'][$index]);  
+            // Separate the tpa and tpa branch              
+            list($tpa_branch_id, $tpa_id) = explode('-',$data['tpa'][$index]);
+
+            // Separate the insurer and insurer branch, handle missing or invalid data
+            if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
+                list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
+            } else {
+                $proposed_insurer_branch_id = 0;
+                $proposed_insurer_id = 0;
+            }
+
+            // Separate the TPA and TPA branch, handle missing or invalid data
+            if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
+                list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
+            } else {
+                $proposed_tpa_branch_id = 0;
+                $proposed_tpa_id = 0;
+            }
+
+            if(!empty($data['policy_start_date'][$index])){
+                $policy_start_date =  change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
+            }else{
+                $policy_start_date = null;
+            }
+    
+            if(!empty($data['policy_end_date'][$index])){
+                $policy_end_date =  change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
+            }else{
+                $policy_end_date = null;
+            }
+            
+            $processedData[] = [
                 'lead_type'              => $data['lead_type'],
                 'issuer'                 => $data['issuer'],
                 'client_type'            => $data['client_type'],
@@ -144,23 +196,34 @@ class LeadsController extends AdminController
                 'client_short_name'      => $data['client_short_name'],
                 'entity_type_id'         => $data['entity_type_id'],
                 'client_code'            => $data['client_code'],
-                'cost_center'            => $data['cost_center'],
                 'pan'                    => $data['pan'],
                 'gst'                    => $data['gst'],
                 'branch_name'            => $data['branch_name'],
                 'branch_code'            => $data['branch_code'],
                 'contact_person_name'    => $data['contact_person_name'],
                 'contact_person_mobile'  => $data['contact_person_mobile'],
-                'client_id'              => $data['client_id'],
+                'client_id'              => $data['client_id'] ?? 0,
-                'client_branch_id'       => $data['client_branch_id'],
+                'client_branch_id'       => $data['client_branch_id'] ?? 0,
-                'source_policy_id'       => $data['source_policy_id'],
+                'source_policy_id'       => $data['source_policy_id'] ?? 0,
                 'policy_type_id'         => $value,
-                'salse_person_id'        => $data['salse_person_id'],
+                'salse_person_id'        => $data['salse_person_id'] ?? 0,
-                'status'                 => $data['status'],
+
-                'notes'                  => $data['notes'],
+                'insurer_id'             => $insurer_id ?? 0,              
-                'created_by'             => $data['created_by'],
+                'insurer_branch_id'      => $insurer_branch_id ?? 0,              
-                'updated_by'             => $data['updated_by'],
+                'tpa_id'                 => $tpa_id ?? 0,                  
-                'is_active'              => $data['is_active'],
+                'tpa_branch_id'          => $tpa_branch_id ?? 0,                  
+                'policy_start_date'      => $policy_start_date,        
+                'policy_end_date'        => $policy_end_date,          
+                'no_of_lives'            => $data['no_of_lives'][$index] ?? null,              
+                'claims'                 => $data['claims'][$index] ?? null,                   
+                'location'               => $data['location'][$index] ?? null,                 
+                'proposed_insurer_id'    => $proposed_insurer_id ?? 0,   
+                'proposed_insurer_branch_id'    => $proposed_insurer_branch_id ?? 0,         
+                'proposed_tpa_id'        => $proposed_tpa_id ?? 0,              
+                'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
+
+                'status'                 => $data['status'] ?? null,
+                'notes'                  => $data['notes'] ?? null,
             ];
         }
 
@@ -169,21 +232,24 @@ class LeadsController extends AdminController
     
     private function insertNewLead($data)
     {   
-        $insert = $this->leadsModel->insert($data);
+        $insertCount = [];
+        foreach($data as $value){
+            $insert = $this->leadsModel->insert($value);
+            $insertCount[] = $insert;
+            $this->insertLeadStatus($insert, $value['status'], 3);
+        }
 
-        if ($insert) {
+        if (count($insertCount) > 0) {
-            $this->insertLeadStatus($insert, $data['status'], 3);
             return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
         }
 
-        return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
+        return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
     }
     
     private function updateOldLead($id, $data)
     {   
-        if ($this->leadsModel->update($id, $data)) {
+        if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
-            
+            $this->insertLeadStatus($id, $data[0]['status'], 3);
-            $this->insertLeadStatus($id, $data['status'], 3);
             return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
         }
         return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
@@ -197,6 +263,18 @@ class LeadsController extends AdminController
                 ->where('leads.id', $id)
                 ->where('leads.is_active', 1)
                 ->first();
+
+        if(!empty($data['policy_start_date'])){
+            $data['policy_start_date'] =  change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+        }else{
+            $data['policy_start_date'] = null;
+        }
+
+        if(!empty($data['policy_end_date'])){
+            $data['policy_end_date'] =  change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+        }else{
+            $data['policy_end_date'] = null;
+        }
     
         if($data){
             return $this->respond(['status' => true, 'data' => $data], 200);

app/Helpers/sendMailNotification.php

@@ -234,13 +234,11 @@ class sendMailNotification
                             $policy_name = $inner_item['policy_name'];
                             
                             if ($inner_item['relationship'] == 'Self') {
-                                $emp_code = ' (' . $inner_item['emp_code'] . ')';
+                                $emp_code = '(' . $inner_item['emp_code'] . ')';
                                 $mail = $inner_item['email_corporate'];
-                            } else {
+                                $name = $inner_item['name'];
-                                $emp_code = '';
+                            } 
-                            }
 
-                            
                             $si = '';
                             $premium = '';
                             $gst_forself = '';
@@ -251,7 +249,7 @@ class sendMailNotification
                             }
                     
                             $temp_data .= '<tr>';
-                            $temp_data .= '<td>' . $inner_item['name'] . $emp_code . '</td>';
+                            $temp_data .= '<td>' . $inner_item['name'] . ($inner_item['relationship'] == 'Self' ? ' (' . $inner_item['emp_code'] . ')' : '') . '</td>';
                             $temp_data .= '<td>' . $inner_item['relationship'] . '</td>';
                             $temp_data .= '<td>' . \DateTime::createFromFormat('Y-m-d', $inner_item['dob'])->format('d-m-Y') . '</td>';
                             $temp_data .= '<td>' . $si . '</td>';

app/Models/LeadsModel.php

@@ -29,6 +29,19 @@ class LeadsModel extends Model
         'source_policy_id',
         'policy_type_id',
         'salse_person_id',
+        'insurer_id',              
+        'insurer_branch_id',              
+        'tpa_id',                  
+        'tpa_branch_id',                  
+        'policy_start_date',        
+        'policy_end_date',          
+        'no_of_lives',              
+        'claims',                   
+        'location',                 
+        'proposed_insurer_id',      
+        'proposed_insurer_branch_id',      
+        'proposed_tpa_id',
+        'proposed_tpa_branch_id',
         'status',
         'notes',
         'created_at',
@@ -86,6 +99,7 @@ class LeadsModel extends Model
                 ->where('leads.is_active', 1)
                 ->where('leads.is_active', 1)
                 ->where('leads.is_active', 1)
+                ->orderBy('id', 'desc')
                 ->findAll();
 
     }

app/Views/leads_form.php

@@ -90,26 +90,11 @@
                             </select>
                         </div>
 
-                        <div class="form-group col-md-3">
-                            <label for="policy_type_id"> Policy Type <span class="text-danger">*</span></label>
-                            <select class="form-control" id="policy_type_id" name="policy_type_id" required>
-                                <option value="">Select Policy Type</option>
-                                <?php
-                                    if (isset($policy_type) && count($policy_type)) {
-                                        foreach ($policy_type as $key => $value) {
-                                            echo "<option value='" . $value['id'] . "' >" . 
-                                                        $value['policy_type'] . 
-                                                "</option>";
-                                        }
-                                    }
-                                ?>
-                            </select>
-                        </div>
-
                     </div>
 
                     <hr>
 
+                    <!-- client row -->
                     <div class="form-row" id="freshDiv">
 
                         <div class="form-group col-md-3">
@@ -142,13 +127,13 @@
 
                         <div class="form-group col-md-3">
                             <label for="client_name">Client Name<span class="text-danger">*</span></label>
-                            <input class="form-control" id="client_name" name="client_name"
+                            <input type="text" class="form-control" id="client_name" name="client_name"
                                 placeholder="Enter Client Name" required>
                         </div>
 
                         <div class="form-group col-md-3">
                             <label for="client_short_name">Client Short Name<span class="text-danger">*</span></label>
-                            <input class="form-control" id="client_short_name" name="client_short_name"
+                            <input type="text" class="form-control" id="client_short_name" name="client_short_name"
                                 placeholder="Enter Client Short Name" required>
                         </div>
 
@@ -184,14 +169,14 @@
                     <div class="form-row">
                         <div class="form-group col-md-3">
                             <label for="pan">PAN<span class="text-danger"></span></label>
-                            <input type="text" class="form-control" id="pan" placeholder="Enter PAN Number"
+                            <input type="text" class="form-control" id="pan" placeholder="Enter PAN Number" data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan" data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
-                                data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan"
-                                data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
                         </div>
                     </div>
+                    <!-- end client row -->
 
                     <hr>
 
+                    <!-- branch row-->
                     <div class="form-row">
 
                         <div class="form-group col-md-3">
@@ -204,32 +189,36 @@
 
                         <div class="form-group col-md-3">
                             <label for="client_branch">Branch Name<span class="text-danger">*</span></label>
-                            <input class="form-control" id="branch_name" name="branch_name"
+                            <input type="text" class="form-control" id="branch_name" name="branch_name"
                                 placeholder="Enter Branch Name" required>
                         </div>
 
                         <div class="form-group col-md-2">
                             <label for="client_branch">Branch Code<span class="text-danger">*</span></label>
-                            <input class="form-control" id="branch_code" name="branch_code"
+                            <input type="text" class="form-control" id="branch_code" name="branch_code"
                                 placeholder="Enter Branch Code" required>
                         </div>
 
                         <div class="form-group col-md-2">
                             <label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
-                            <input class="form-control" id="contact_person_name" name="contact_person_name"
+                            <input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
                                 placeholder="Enter Contact Name" required>
                         </div>
 
                         <div class="form-group col-md-2">
                             <label for="client_branch">Contact Person Mobile<span class="text-danger">*</span></label>
-                            <input class="form-control" id="contact_person_mobile" name="contact_person_mobile"
+                            <input type="text" class="form-control" id="contact_person_mobile" name="contact_person_mobile"
                                 placeholder="Enter Contact Mobile" required>
                         </div>
 
                     </div>
 
+                    <!-- policy row -->
+                    <div id="dynamic-form-container"></div>
+
                     <hr>
 
+                    <!-- other row -->
                     <div class="form-row">
 
                         <div class="form-group col-md-3">
@@ -287,13 +276,50 @@
 
 <script>
 
+//SELECT2 document ready function
 $(document).ready(function() {
+    addHTMLInput() 
     setTimeout(function() {
         $("textarea.select2-search__field").attr('rows', '1');
         $("textarea.select2-search__field").css('resize', 'none');
     }, 1000)
+
+    $('#insurer').select2();
+    $('#tpa').select2();
+    $('#proposed_insurer').select2();
+    $('#proposed_tpa').select2();
+
 })
 
+//DATE document ready function
+// $(document).ready(function(){
+    
+//     var today = new Date();
+
+//     var policy_start_date = flatpickr(".policy_start_date", {
+//         dateFormat: "d/m/Y",
+//         // defaultDate: today,
+//         allowInput: false,
+//         onChange: function(selectedDates, dateStr, instance) {
+//             var policy_end_date = new Date(selectedDates[0]);
+//             policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
+//             policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
+//             policy_end_datePicker.setDate(policy_end_date);
+//         }
+//     });
+
+//     // Calculate the end date (today + 1 year)
+//     // var closeDate = new Date(today);
+//     // closeDate.setFullYear(closeDate.getFullYear() + 1);
+//     // closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
+
+//     var policy_end_datePicker = flatpickr(".policy_end_date", {
+//         dateFormat: "d/m/Y",
+//         // defaultDate: closeDate,
+//         allowInput: false
+//     });
+// })
+
 //---------------------------------------------------------------------------------------------------------
 
 //view and edit Lead data function
@@ -313,6 +339,7 @@ function getLeadsDataForEdit(input) {
         dataType: 'json',
         success: function(res) {
 
+            $('.btnDiv').hide();
             console.log('getLeadsDataForEdit', res);
 
             if (res.status == true) {
@@ -330,10 +357,10 @@ function getLeadsDataForEdit(input) {
                 $('#client_name').val(res.data.client_name);
                 $('#client_short_name').val(res.data.client_short_name);
                 $('#entity_type_id').val(res.data.entity_type_id);
-                $('#policy_type_id').val(res.data.policy_type_id).change();
                 $('#lead_status').val(res.data.status);
                 $('#notes').val(res.data.notes);
 
+
                 setTimeout(function() {
                     $('#client_id').val(res.data.client_id).change();
                     setTimeout(function() {
@@ -356,6 +383,24 @@ function getLeadsDataForEdit(input) {
                     }, 1000);
                 }, 1000);
 
+                var insurer = res.data.insurer_branch_id + '-' + res.data.insurer_id;                
+                var tpa = res.data.tpa_branch_id + '-' + res.data.tpa_id;  
+
+                var proposed_insurer = res.data.proposed_insurer_branch_id + '-' + res.data.proposed_insurer_id;                
+                var proposed_tpa = res.data.proposed_tpa_branch_id + '-' + res.data.proposed_tpa_id;      
+                
+                $('#policy_type_id_1').val(res.data.policy_type_id).change();
+                $('#insurer_1').val(insurer).select2();
+                $('#tpa_1').val(tpa).select2();
+                $('#proposed_insurer_1').val(proposed_insurer).select2();
+                $('#proposed_tpa_1').val(proposed_tpa).select2();
+                $('#policy_start_date_1').val(res.data.policy_start_date);
+                $('#policy_end_date_1').val(res.data.policy_end_date);
+                $('#no_of_lives').val(res.data.no_of_lives);
+                $('#claims').val(res.data.claims);
+                $('#location').val(res.data.location);
+
+
                 if (res.data.salse_person_id) {
                     selecSalsePerson(res.data.salse_person_id);
                 }
@@ -365,11 +410,13 @@ function getLeadsDataForEdit(input) {
                     $('#freshDiv').find('select, input').removeAttr('required');
                     $('#renewalDiv').show();
                     $('#freshDiv').hide();
+                    $('.proposed_div').show().find('select, input').attr('required', 'required');
                 } else {
                     $('#renewalDiv').find('select, input').removeAttr('required');
                     $('#freshDiv').find('select, input').attr('required', 'required');
                     $('#renewalDiv').hide();
                     $('#freshDiv').show();
+                    $('.proposed_div').hide().find('select, input').removeAttr('required');
                 }
 
 
@@ -386,6 +433,7 @@ function getLeadsDataForEdit(input) {
     });
 }
 
+//client branch data
 function getBranchData(input) {
 
     var client_branch_id = $(input).val();
@@ -438,6 +486,57 @@ function getBranchData(input) {
     }
 }
 
+//Client Policy Data
+function getPolicyData(input) {
+    var client_policy_id = $(input).val();
+    if (client_policy_id) {
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        $.ajax({
+            url: '<?php echo base_url('client/policy/list/');?>' + client_policy_id,
+            type: "GET",
+            dataType: 'json',
+            success: function(res) {
+
+                console.log('getPolicyData response', res);
+
+                if (res.status == true) {
+
+                    $('#gst').val(res.data.gst);
+                    $('#pan').val(res.data.pan);
+                    $('#branch_name').val(res.data.branch_name);
+                    $('#branch_code').val(res.data.branch_code);
+                    $('#contact_person_name').val(res.contact.name);
+                    $('#contact_person_mobile').val(res.contact.mobile);
+
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+
+                } else {
+
+                    $('#gst').val('');
+                    $('#pan').val('');
+                    $('#branch_name').val('');
+                    $('#branch_code').val('');
+                    $('#contact_person_name').val('');
+                    $('#contact_person_mobile').val('');
+
+                    console.log(res.message, 'warning');
+                }
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+            }
+        });
+    }
+}
+
 function selecSalsePerson(salse_person_ids) {
 
     salse_person_ids = JSON.parse(salse_person_ids);
@@ -456,6 +555,187 @@ function selecSalsePerson(salse_person_ids) {
 
 //---------------------------------------------------------------------------------------------------------
 
+var increment = 1;
+
+function addHTMLInput() {
+
+    const container = document.getElementById('dynamic-form-container');
+    const newRow = document.createElement('div');
+    newRow.className = 'form-row dynamic-form-row';
+
+    // Add an <hr> element
+    const hrElement = document.createElement('hr');
+    container.appendChild(hrElement);
+
+    // Set inner HTML with necessary input fields
+    newRow.innerHTML += `
+
+        <div class="form-group col-md-3">
+            <label for="policy_type_id">Policy Type <span class="text-danger">*</span></label>
+            <select class="form-control" id="policy_type_id_${increment}" name="policy_type_id[]" required>
+                <option value="">Select Policy Type</option>
+                <?php
+                    if (isset($policy_type) && count($policy_type)) {
+                        foreach ($policy_type as $value) {
+                            echo "<option value='" . $value['id'] . "'>" . 
+                                $value['policy_type'] . 
+                                "</option>";
+                        }
+                    }
+                ?>
+            </select>
+        </div>
+        
+        <div class="form-group col-md-3">
+            <label for="insurer">Insurer <span class="text-danger">*</span></label>
+            <select class="form-control" id="insurer_${increment}" name="insurer[]" required>
+                <option value="">Select Insurer</option>
+                <?php if (isset($insurer)) { ?>
+                    <?php foreach ($insurer as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
+                            <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+        
+        <div class="form-group col-md-3">
+            <label for="tpa">TPA <span class="text-danger">*</span></label>
+            <select class="form-control" id="tpa_${increment}" name="tpa[]" required>
+                <option value="">Select TPA</option>
+                <?php if (isset($tpa)) { ?>
+                    <?php foreach ($tpa as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
+                            <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="no_of_lives">No of Lives <span class="text-danger">*</span></label>
+            <input type="text" class="form-control" id="no_of_lives" name="no_of_lives[]" placeholder="Enter Lives" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="policy_start_date_${increment}">Date of Commencement <span class="text-danger">*</span></label>
+            <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="policy_end_date_${increment}">Date of Expiry <span class="text-danger">*</span></label>
+            <input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="claims">Claims <span class="text-danger">*</span></label>
+            <input type="text" class="form-control" id="claims" name="claims[]" placeholder="Enter Claims" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="location">Location <span class="text-danger">*</span></label>
+            <input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" required>
+        </div>
+
+        <div class="form-group col-md-3 proposed_div" style="display: none;">
+            <label for="proposed_insurer">Proposed Insurer <span class="text-danger">*</span></label>
+            <select class="form-control" id="proposed_insurer_${increment}" name="proposed_insurer[]" required>
+                <option value="">Select Insurer</option>
+                <?php if (isset($insurer)) { ?>
+                    <?php foreach ($insurer as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
+                            <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+
+        <div class="form-group col-md-3 proposed_div" style="display: none;">
+            <label for="proposed_tpa">Proposed TPA <span class="text-danger">*</span></label>
+            <select class="form-control" id="proposed_tpa_${increment}" name="proposed_tpa[]" required>
+                <option value="">Select TPA</option>
+                <?php if (isset($tpa)) { ?>
+                    <?php foreach ($tpa as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
+                            <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+
+        <div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
+            <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
+            <a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput()">+</a>
+        </div>
+    `;
+
+    container.appendChild(newRow);
+    
+
+    var lead_type = $('#lead_type').val();
+
+    if (lead_type == 2) {
+        $('.proposed_div').show().find('select, input').attr('required', 'required');
+    } else {
+        $('.proposed_div').hide().find('select, input').removeAttr('required');
+    }
+
+    // Scroll the newly added select into view and focus on it
+    const newPolicyTypeSelect = document.getElementById(`policy_type_id_${increment}`);
+    newPolicyTypeSelect.scrollIntoView({ behavior: 'smooth', block: 'end' });
+    newPolicyTypeSelect.focus();
+
+    $('#insurer_'+ increment).select2();
+    $('#tpa_'+ increment).select2();
+    $('#proposed_insurer_'+ increment).select2();
+    $('#proposed_tpa_'+ increment).select2();
+    $('#policy_type_id_'+ increment).select2();
+
+    // Initialize date pickers
+    var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
+        dateFormat: "d/m/Y",
+        allowInput: false,
+        onChange: function(selectedDates) {
+            var policy_end_date = new Date(selectedDates[0]);
+            policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
+            policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
+            policy_end_datePicker.setDate(policy_end_date);
+        }
+    });
+
+    var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
+        dateFormat: "d/m/Y",
+        allowInput: false
+    });
+
+    increment++; // Increment after adding the input
+}
+
+
+function removeHTMLInput(element) 
+{
+    const container = document.getElementById('dynamic-form-container');
+    const rows = container.querySelectorAll('.dynamic-form-row');
+
+    if (rows.length > 1) {
+        const row = element.closest('.dynamic-form-row');
+
+        const hrElement = row.previousElementSibling; // Get the <hr> before the row
+        console.log(hrElement);
+        console.log(hrElement.tagName);
+        if (hrElement && hrElement.tagName === 'HR') { // Check if it's an <hr> element
+            hrElement.remove(); // Remove the <hr>
+        }
+
+        row.remove();
+    } 
+}
+
+//---------------------------------------------------------------------------------------------------------
 
 $("#leads_form_id").submit(function(event) {
 
@@ -536,6 +816,7 @@ $('#lead_type').change(function() {
         $('#renewalDiv').find('select, input').attr('required', 'required');
         $('#freshDiv').find('select, input').removeAttr('required');
         $('#renewalDiv').show();
+        $('.proposed_div').show().find('select, input').attr('required', 'required');
         $('#freshDiv').hide();
 
         $('#gst').val('');
@@ -550,6 +831,7 @@ $('#lead_type').change(function() {
         $('#renewalDiv').find('select, input').removeAttr('required');
         $('#freshDiv').find('select, input').attr('required', 'required');
         $('#renewalDiv').hide();
+        $('.proposed_div').hide().find('select, input').removeAttr('required');
         $('#freshDiv').show();
 
         $('#gst').val('');

app/Views/policy_grid.php

@@ -344,7 +344,6 @@ var terms_si_amount_array  = [];
 var unit_length = 0;
 var branch_units = [];
 
-
 $('body').on('click', '.btnPolicyModel', function() 
 {
     $('#tab_content .tab-pane').not('#primary_rack_rate_tab').remove();
@@ -3063,7 +3062,7 @@ function createCheckboxes(obj, additional_relationship = [], unique_id = null, p
        
     `;
 
-    console.log(html);
+    // console.log(html);
 
    $relationshipElement.append(html);
 
@@ -3920,7 +3919,7 @@ function appendFourthAndSixthRackRate(data = null, uniqueId = null)
     }
 
     if(unit_length == 1){
-        toAddUnitInManuall(unique_id, branch_units[0], 'appendFourthAndSixthRackRate')
+        toAddUnitInManuall(uniqueId, branch_units[0], 'appendFourthAndSixthRackRate')
     }
 }
 
@@ -4353,21 +4352,23 @@ function applyStyles(tabId) {
 function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
 
     console.log('toAddUnitInManuall unique_id', unique_id)
+    console.log('toAddUnitInManuall unique_id', typeof unique_id)
     console.log('toAddUnitInManuall whichFunction', whichFunction)
 
-    var id = $('#grid')[0];
+    var id = $('#grid').val();
     console.log(id);
     var container = $('#grid_content_input');
 
-    if (unique_id) {
+    if (unique_id !== 'null' && unique_id !== null && unique_id !== false && unique_id !== 'false') {
-        id = $('#grid_'+unique_id)[0];
+        id = $('#grid_'+unique_id).val();
+        console.log(id);
         container = $('#grid_content_input_for_additional_'+unique_id);
     }
 
     console.log('checkValideUnits id', id);
     console.log('checkValideUnits container', container);
 
-    if (id.value === '3') {
+    if (id === '3') {
 
         var units = container.find('input[name="3_unit[]"]');
         var unitValues = [];
@@ -4376,7 +4377,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '4') {
+    } else if (id === '4') {
 
         var units = container.find('input[name="4_unit[]"]');
         var unitValues = [];
@@ -4385,7 +4386,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '2' || id.value === '9') {
+    } else if (id === '2' || id === '9') {
 
         var units = container.find('input[name="gpa_unit29[]"]');
 
@@ -4393,7 +4394,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '5') {
+    } else if (id === '5') {
 
         var units = container.find('input[name="5_unit[]"]');
 
@@ -4401,7 +4402,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '6') {
+    } else if (id === '6') {
 
         var units = container.find('input[name="6_unit[]"]');
 
@@ -4409,7 +4410,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '7') {
+    } else if (id === '7') {
 
         var units = container.find('input[name="7_unit[]"]');
 
@@ -4417,7 +4418,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '10') {
+    } else if (id === '10') {
 
         var units = container.find('input[name="10_unit[]"]');
 
@@ -4425,7 +4426,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '8') {
+    } else if (id === '8') {
 
         var units = container.find('input[name="8_unit[]"]');
 
@@ -4433,7 +4434,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '11') {
+    } else if (id === '11') {
 
         var units = container.find('input[name="11_unit[]"]');
 
@@ -4441,7 +4442,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '12') {
+    } else if (id === '12') {
 
         var units = container.find('input[name="12_unit[]"]');
 
@@ -4449,7 +4450,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '13') {
+    } else if (id === '13') {
 
         var units = container.find('input[name="13_unit[]"]');
 
@@ -4457,23 +4458,27 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '1') {
+    } else if (id === '1') {
+
+        console.log('checkValideUnits id', id);
 
         var selectedValue = $('#si_or_bp').val();
         if (selectedValue == 1) {
 
+            console.log('checkValideUnits id 1', id);
             var units = container.find('input[name="gpa_unit_1[]"]');
 
             units.each(function() {
-                var value = $(this).val(branch_unit);  
+                $(this).val(branch_unit);  
             });
 
         } else if (selectedValue == 3) {
 
+            console.log('checkValideUnits id 3', id);
             var units = container.find('input[name="gpa_unit_3[]"]');
 
             units.each(function() {
-                var value = $(this).val(branch_unit);  
+                $(this).val(branch_unit);  
             });
 
         }