From 2ec49e3e7e7744cd470c6aa47d1461210b85286f Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Wed, 24 Jun 2026 16:53:33 +0530
Subject: [PATCH 1/3] FEAT_POLICY_TERMS_FOR_HR

---
 app/Controllers/EmployeeRestController.php    | 21 +++++++++++++++++++
 app/Views/layout/header.php                   |  2 +-
 ...y_transaction_inception_form_validation.js |  7 +++++++
 3 files changed, 29 insertions(+), 1 deletion(-)

diff --git a/app/Controllers/EmployeeRestController.php b/app/Controllers/EmployeeRestController.php
index fcf7c9f6..fcd1fa55 100755
--- a/app/Controllers/EmployeeRestController.php
+++ b/app/Controllers/EmployeeRestController.php
@@ -2264,6 +2264,7 @@ class EmployeeRestController extends AdminController
                 client_policy.inception_type  as inception_type,
                 client_policy.policy_no as policy_no,
                 client_policy.insurer_id as insurer_id,
+                client_policy.policy_terms,
                 DATE_FORMAT(client_policy.policy_start_date, '%d-%m-%Y') AS policy_start_date,
                 DATE_FORMAT(client_policy.policy_end_date, '%d-%m-%Y') AS policy_expiry_date,
                 clients.client_logo as client_logo,
@@ -2316,6 +2317,26 @@ class EmployeeRestController extends AdminController
             $value['is_ecard_bulk_download']              = 0;
             $value['is_ecard_bulk_download_for_employee'] = 0;
 
+            $terms = json_decode($value['policy_terms'], true) ?? [];
+            if ($value['policy_type_id'] == 1) {
+                $policyGroup = 'gpa';
+            } elseif (in_array($value['policy_type_id'], [6, 7, 72])) {
+                $policyGroup = 'other';
+            } else {
+                $policyGroup = 'gmc';
+            }
+            $value['policy_terms'] = isset($terms['enrollment_display_key']) && ! empty($terms['enrollment_display_key'])
+                ? $terms['enrollment_display_key']
+                : $this->policyTermsFiter($terms, $policyGroup);
+
+            $sumInsuredLabel = in_array($value['policy_type_id'], [1, 6, 7]) ? 'Sum Assured' : 'Sum Insured';
+            $sumInsuredValue = $terms['sum_insured'] ?? ($terms['sumInsured2'] ?? null);
+            if ($sumInsuredValue !== null && $sumInsuredValue !== '') {
+                if (! array_key_exists($sumInsuredLabel, $value['policy_terms'])) {
+                    $value['policy_terms'] = array_merge([$sumInsuredLabel => $sumInsuredValue], $value['policy_terms']);
+                }
+            }
+
             array_push($result, $value);
         }
 
diff --git a/app/Views/layout/header.php b/app/Views/layout/header.php
index 098229d9..25c51f36 100755
--- a/app/Views/layout/header.php
+++ b/app/Views/layout/header.php
@@ -2218,7 +2218,7 @@ body[data-sidebar-size="condensed"] .footer {
                                                     <ul class="nav-third-level">
                                                         <?php if (
                                                                 in_array(POS_TEAM_ID, user_team())                                                 // Case 4: Role Any + Must be in POS Team (global guard)
-                                                                && (
+                                                                ||(
                                                                     in_array(get_role_id(), [1, 5])                                                // Case 1: Role 1 or 5
                                                                     || (in_array(get_role_id(), [4]) && in_array(FINANCE_TEAM_ID, user_team()))    // Case 2: Role 4 + Finance Team
                                                                     || in_array(MANAGEMENT_TEAM_ID, user_team())                                   // Case 3: Role Any + Management Team
diff --git a/public/assets/js/pages/policy_transaction_inception_form_validation.js b/public/assets/js/pages/policy_transaction_inception_form_validation.js
index 56c2b351..d648e326 100644
--- a/public/assets/js/pages/policy_transaction_inception_form_validation.js
+++ b/public/assets/js/pages/policy_transaction_inception_form_validation.js
@@ -38,6 +38,13 @@
             return false;
         }
 
+        var name = (el.name || '').toLowerCase();
+        var id = (el.id || '').toLowerCase();
+        if (name === 'policy_holder_name' || id === 'policy_holder_name' ||
+            name === 'family_name[]' || name === 'client_name' || name === 'name') {
+            return false;
+        }
+
         var type = (el.type || '').toLowerCase();
         if (type === 'file' || type === 'checkbox' || type === 'radio' || type === 'password' || type === 'email' || type === 'url' || type === 'submit' || type === 'button' || type === 'reset') {
             return false;

From ad9e658a9bcb6191b0d7ac03ad70bf1314d51259 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Wed, 24 Jun 2026 18:03:10 +0530
Subject: [PATCH 2/3] FEAT_HR_HELP_API

---
 app/Config/Routes.php                      |   1 +
 app/Controllers/EmployeeRestController.php |  47 +++++
 get-client-rm-api.md                       | 211 +++++++++++++++++++++
 3 files changed, 259 insertions(+)
 create mode 100644 get-client-rm-api.md

diff --git a/app/Config/Routes.php b/app/Config/Routes.php
index 74a6bf4e..e9d2aea9 100755
--- a/app/Config/Routes.php
+++ b/app/Config/Routes.php
@@ -726,6 +726,7 @@ $routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'ratel
     $routes->get("deleteDependence", "EmployeeRestController::deleteDependence");
     $routes->get("getEmployeeAndDependenceByClientId", "EmployeeRestController::getEmployeeAndDependenceByClientId");
     $routes->get("getClientPolicy", "EmployeeRestController::getClientPolicy");
+    $routes->get("getClientRM", "EmployeeRestController::getClientRM");
     $routes->get("getAddOnPolicy", "EmployeeRestController::getAddOnPolicy");
     $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
     $routes->get("exportDataByClientPolicyId", "EmployeeRestController::exportDataByClientPolicyId");
diff --git a/app/Controllers/EmployeeRestController.php b/app/Controllers/EmployeeRestController.php
index fcd1fa55..3ed1157a 100755
--- a/app/Controllers/EmployeeRestController.php
+++ b/app/Controllers/EmployeeRestController.php
@@ -1643,6 +1643,53 @@ class EmployeeRestController extends AdminController
         }
     }
 
+    public function getClientRM()
+    {
+        try {
+            $client_id = $this->request->getGet('client_id');
+
+            if (empty($client_id)) {
+                return $this->respond(['status' => 'failed', 'code' => 400, 'message' => 'client_id is required'], 200);
+            }
+
+            $clientRmRecords = $this->clientRMModel
+                ->select('client_rm.level, user_profiles.first_name, user_profiles.email, user_profiles.mobile')
+                ->join('user_profiles', 'user_profiles.id = client_rm.user_id')
+                ->where('md5(client_rm.client_id)', $client_id)
+                ->where('client_rm.is_active', 1)
+                ->whereIn('client_rm.level', [1, 3])
+                ->findAll();
+
+            $level_1 = [];
+            $level_2 = [];
+
+            foreach ($clientRmRecords as $record) {
+                $user = [
+                    'first_name' => $record['first_name'],
+                    'email'      => $record['email'],
+                    'mobile'     => $record['mobile'],
+                ];
+
+                if ((int) $record['level'] === 3) {
+                    $level_1[] = $user;
+                } else {
+                    $level_2[] = $user;
+                }
+            }
+
+            return $this->respond([
+                'status' => 'success',
+                'code'   => 200,
+                'data'   => [
+                    'level_1' => $level_1,
+                    'level_2' => $level_2,
+                ],
+            ], 200);
+        } catch (\Exception $e) {
+            return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
+        }
+    }
+
     public function getAddOnPolicy()
     {
         try {
diff --git a/get-client-rm-api.md b/get-client-rm-api.md
new file mode 100644
index 00000000..d51203c4
--- /dev/null
+++ b/get-client-rm-api.md
@@ -0,0 +1,211 @@
+# Get Client RM API
+
+Returns Level 1 (Account Manager) and Level 2 (Head) contact details for a client.
+
+**Controller:** `EmployeeRestController::getClientRM`  
+**Method:** `GET`
+
+---
+
+## Endpoint
+
+```
+GET /employeeRest/getClientRM
+```
+
+---
+
+## Authentication
+
+**JWT token is required.** This endpoint is available only in the authenticated route group.
+
+| Filter | Description |
+|--------|-------------|
+| `ratelimit` | Rate limiting |
+| `appSignature` | App signature validation |
+| `authJWT` | JWT token validation |
+
+### Required Headers
+
+| Header | Required | Description |
+|--------|----------|-------------|
+| `App-Signature` | Yes | Must match server `APP_SIGNATURE` from `.env` |
+| `Authorization` | Yes | JWT token in format `Bearer <token>` |
+
+### Example Headers
+
+```
+App-Signature: <your_app_signature>
+Authorization: Bearer <jwt_token>
+```
+
+---
+
+## Query Parameters
+
+| Parameter | Type | Required | Description |
+|-----------|------|----------|-------------|
+| `client_id` | string | Yes | MD5 hash of the client ID (32-character hex string) |
+
+### Example Request
+
+```
+GET /employeeRest/getClientRM?client_id=5d41402abc4b2a76b9719d911017c592
+```
+
+**Note:** Pass the MD5 hash of the numeric client ID, not the raw client ID.
+
+Example:
+
+```
+MD5(123) = 202cb962ac59075b964b07152d234b70
+```
+
+```
+GET /employeeRest/getClientRM?client_id=202cb962ac59075b964b07152d234b70
+```
+
+---
+
+## Success Response
+
+**HTTP Status:** `200`
+
+```json
+{
+  "status": "success",
+  "code": 200,
+  "data": {
+    "level_1": [
+      {
+        "first_name": "John",
+        "email": "john@example.com",
+        "mobile": "9876543210"
+      }
+    ],
+    "level_2": [
+      {
+        "first_name": "Jane",
+        "email": "jane@example.com",
+        "mobile": "9123456789"
+      }
+    ]
+  }
+}
+```
+
+---
+
+## Response Fields
+
+| Key | Type | Description |
+|-----|------|-------------|
+| `status` | string | `success` or `failed` |
+| `code` | integer | Response code |
+| `data.level_1` | array | Account Manager contact list |
+| `data.level_2` | array | Head contact list |
+| `first_name` | string | RM name |
+| `email` | string | RM email |
+| `mobile` | string | RM mobile number |
+
+If no RM is assigned for a level, the corresponding array will be empty (`[]`).
+
+---
+
+## Level Mapping
+
+| Response Key | Role | `client_rm.level` in DB |
+|--------------|------|-------------------------|
+| `level_1` | Account Manager | `3` |
+| `level_2` | Head | `1` |
+
+**Notes:**
+- Only active records are returned (`client_rm.is_active = 1`).
+- Manager (DB level `2`) is not included in this API.
+- `level_1` can contain multiple Account Managers.
+
+---
+
+## Error Responses
+
+### Missing `client_id`
+
+**HTTP Status:** `200`
+
+```json
+{
+  "status": "failed",
+  "code": 400,
+  "message": "client_id is required"
+}
+```
+
+### Missing Token
+
+**HTTP Status:** `403`
+
+```json
+{
+  "status": 403,
+  "message": "Access Forbidden"
+}
+```
+
+### Invalid or Expired Token
+
+**HTTP Status:** `401`
+
+```json
+{
+  "status": 401,
+  "message": "Token is Invalid"
+}
+```
+
+```json
+{
+  "status": 401,
+  "message": "Token expired"
+}
+```
+
+### Invalid App Signature
+
+**HTTP Status:** `403`
+
+```json
+{
+  "status": false,
+  "message": "Forbidden: Invalid App Signature"
+}
+```
+
+### Server Error
+
+**HTTP Status:** `500`
+
+```json
+{
+  "status": "failed",
+  "code": 500,
+  "data": "Error message"
+}
+```
+
+---
+
+## Route Registration
+
+Defined in `app/Config/Routes.php` (authenticated group only):
+
+```php
+$routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'ratelimit', 'appSignature', 'authJWT']], function ($routes) {
+    $routes->get("getClientRM", "EmployeeRestController::getClientRM");
+});
+```
+
+---
+
+## Source
+
+Implementation: `app/Controllers/EmployeeRestController.php` → `getClientRM()`

From 83eac29e70699dd66acc9407f4ea3457b13c88c5 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Wed, 24 Jun 2026 18:18:56 +0530
Subject: [PATCH 3/3] FEAT_INSURER_NAME_AND_TPA_NAME_FOR_HR

---
 app/Controllers/EmployeeRestController.php | 6 ++++++
 1 file changed, 6 insertions(+)

diff --git a/app/Controllers/EmployeeRestController.php b/app/Controllers/EmployeeRestController.php
index 3ed1157a..176fba86 100755
--- a/app/Controllers/EmployeeRestController.php
+++ b/app/Controllers/EmployeeRestController.php
@@ -2312,6 +2312,10 @@ class EmployeeRestController extends AdminController
                 client_policy.policy_no as policy_no,
                 client_policy.insurer_id as insurer_id,
                 client_policy.policy_terms,
+                insurers.name as insurer_name,
+                tpa.name as tpa_name,
+                tpa.short_name as tpa_short_name,
+                insurers.short_name as insurer_short_name,
                 DATE_FORMAT(client_policy.policy_start_date, '%d-%m-%Y') AS policy_start_date,
                 DATE_FORMAT(client_policy.policy_end_date, '%d-%m-%Y') AS policy_expiry_date,
                 clients.client_logo as client_logo,
@@ -2326,6 +2330,8 @@ class EmployeeRestController extends AdminController
             ", false)
             ->join('clients', 'clients.id = client_policy.client_id', 'left')
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id', 'left')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id', 'left')
+            ->join('tpa', 'tpa.id = client_policy.tpa_id', 'left')
             ->where('md5(client_policy.client_id)', $this->request->getGet('client_id'))
             ->where('client_policy.client_branch_id', $this->request->getGet('client_branch_id'))
             ->where('client_policy.is_active', 1)