diff --git a/app/Config/Routes.php b/app/Config/Routes.php index c91d90a3..fe1899f6 100755 --- a/app/Config/Routes.php +++ b/app/Config/Routes.php @@ -48,6 +48,7 @@ $routes->get("frontend_content", "AppContentManagementController::frontend_conte $routes->get('/test', 'Home::index'); $routes->get('/check_gemini', 'Home::check_Gemini'); $routes->get('/check_gemini2', 'Home::check_gemini_2'); +$routes->get('/checkPolicyDoc', 'Home::checkPolicyDoc'); $routes->get('/login', 'LoginController::index'); ///auth/google $routes->get('/loginPos', 'LoginController::loginPos'); //login POS team $routes->post('/getVerifyPosMobileNo', 'LoginController::getVerifyPosMobileNo'); //Verify POS team mobile no @@ -398,8 +399,7 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) { $routes->match(['get', 'post', 'delete'], 'nhanceBranchMaster', 'MasterController::nhanceBranchMaster'); $routes->match(['get', 'post', 'delete'], 'vehicleTypeMaster', 'MasterController::vehicleTypeMaster'); $routes->match(['get', 'post', 'delete'], 'rtoMaster', 'MasterController::rtoMaster'); - - + $routes->get('checkDuplicateCdAccount', 'MasterController::checkDuplicateCdAccount'); }); $routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail"); diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php index 3bf6a341..00d81e59 100755 --- a/app/Controllers/EmployeeController.php +++ b/app/Controllers/EmployeeController.php @@ -1193,7 +1193,7 @@ class EmployeeController extends AdminController // --------------- For E-Card Download ----------------------------------------------------------------------------------------------------- - //E-CARD DOWNLOAD FUNCTION USING HTML PRINT + //E-CARD DOWNLOAD FUNCTION USING HTML PRINT ( Not in use ) do not delete public function generateIDCardForEmployeeUsingHtml($rand_string, $people = 0) { // dd($rand_string, $people); @@ -1418,7 +1418,7 @@ class EmployeeController extends AdminController echo $htmlContent; } - //E-CARD DOWNLOAD FUNCTION USING DOM PDF ( CURRENTLY USING THIS ) + //E-CARD DOWNLOAD FUNCTION USING DOM PDF ( CURRENTLY USING THIS ) Dompdf public function generateIDCardForEmployee($rand_string, $people = 0, $mode = 0) { // dd($rand_string, $people); @@ -1470,8 +1470,8 @@ class EmployeeController extends AdminController // Step 3: Prepare template path $template_data_path = WRITEPATH . 'e_card_template/'; // $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html'; - $tpa_short_name = 'common.html'; - // $tpa_short_name = 'new_ecard.html'; + // $tpa_short_name = 'common.html'; + $tpa_short_name = 'new_ecard.html'; $final_path = $template_data_path . $tpa_short_name; $this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path); @@ -1495,6 +1495,7 @@ class EmployeeController extends AdminController $value['back_card'] = "Nhance_Ecard_working_1_Back.png"; $placeholders = [ + '{CLIENT_NAME}' => $value['client_name'], '{TPA_ID}' => $value['tpa_id'], '{NAME}' => $value['name'], @@ -1506,9 +1507,6 @@ class EmployeeController extends AdminController '{POLICY_START_DATE}' => date('d-M-Y', strtotime($value['policy_start_date'])), '{POLICY_NO}' => $value['policy_no'], '{INSURER_NAME}' => strtoupper($value['insurer_name']), - '{INSURER_LOGO}' => base_url() . 'public/uploads/logo/' . $value['insurer_logo'], - '{FRONT_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['front_card'], - '{BACK_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['back_card'], '{EMP_ID}' => $value['emp_code'], '{SI_AMT}' => $value['basic_cover_si'], '{CORPORATE_NAME}' => $value['client_name'], @@ -1516,15 +1514,33 @@ class EmployeeController extends AdminController '{TPA_NAME}' => $value['tpa_name'], '{INSURER_BRANCH}' => $value['insurer_branch_city'], '{RELATION}' => $value['relationship'], - '{TPA_LOGO}' => base_url() . 'public/uploads/logo/' . $value['tpa_logo'], - '{MEDI_USER}' => base_url() . 'public/e_card_imgs/medi_uesr.jpg', - '{MEDI_INSURER}' => base_url() . 'public/e_card_imgs/Magma.png', - '{MEDI_BARCODE}' => base_url() . 'public/e_card_imgs/borcode.jpeg', - '{QR_ANDROID}' => base_url() . 'public/e_card_imgs/android.png', - '{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png', - '{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png', - '{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png', - '{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png', + + '{TPA_LOGO}' => getFileIfExists('uploads/logo/' . $value['tpa_logo']), + '{MEDI_USER}' => getFileIfExists('e_card_imgs/medi_uesr.jpg'), + '{MEDI_INSURER}' => getFileIfExists('e_card_imgs/Magma.png'), + '{MEDI_BARCODE}' => getFileIfExists('e_card_imgs/borcode.jpeg'), + '{QR_ANDROID}' => getFileIfExists('e_card_imgs/android.png'), + '{QR_IOS}' => getFileIfExists('e_card_imgs/ios.png'), + '{QR_ANDROID_2}' => getFileIfExists('e_card_imgs/play_store.png'), + '{QR_IOS_2}' => getFileIfExists('e_card_imgs/appstore.png'), + '{NHANCE_N_LOGO}' => getFileIfExists('assets/images/Nhance_Favi.png'), + '{INSURER_LOGO}' => getFileIfExists('uploads/logo/' . $value['insurer_logo']), + '{FRONT_CARD}' => getFileIfExists('uploads/template_bg/' . $value['front_card']), + '{BACK_CARD}' => getFileIfExists('uploads/template_bg/' . $value['back_card']), + + // '{TPA_LOGO}' => base_url() . 'public/uploads/logo/' . $value['tpa_logo'], + // '{MEDI_USER}' => base_url() . 'public/e_card_imgs/medi_uesr.jpg', + // '{MEDI_INSURER}' => base_url() . 'public/e_card_imgs/Magma.png', + // '{MEDI_BARCODE}' => base_url() . 'public/e_card_imgs/borcode.jpeg', + // '{QR_ANDROID}' => base_url() . 'public/e_card_imgs/android.png', + // '{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png', + // '{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png', + // '{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png', + // '{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png', + // '{INSURER_LOGO}' => base_url() . 'public/uploads/logo/' . $value['insurer_logo'], + // '{FRONT_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['front_card'], + // '{BACK_CARD}' => base_url() . 'public/uploads/template_bg/' . $value['back_card'], + ]; $placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id); diff --git a/app/Controllers/Home.php b/app/Controllers/Home.php index 68eb0402..84d0d8c9 100755 --- a/app/Controllers/Home.php +++ b/app/Controllers/Home.php @@ -60,6 +60,8 @@ class Home extends PublicController //print_rr($data); } + + //for insurer statement upload public function check_gemini_2() { @@ -158,6 +160,143 @@ class Home extends PublicController + // The final JSON payload + $data = [ + "contents" => [ + $content_parts + ] + ]; + + // Encode the data to a JSON string + $json_data = json_encode($data); + + // Initialize cURL + $ch = curl_init($url); + + // Set cURL options + curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json')); // Set the Content-Type header + curl_setopt($ch, CURLOPT_POSTFIELDS, $json_data); // Set the JSON payload + curl_setopt($ch, CURLOPT_RETURNTRANSFER, true); // Return the response as a string + curl_setopt($ch, CURLOPT_SSL_VERIFYPEER, false); // Optional: to bypass SSL verification if needed (not recommended for production) + + // Execute the cURL request and get the response + $response = curl_exec($ch); + + // Check for cURL errors + if (curl_errno($ch)) { + echo 'cURL Error: ' . curl_error($ch); + } + + // Close the cURL handle + curl_close($ch); + + // Decode the JSON response + $responseData = json_decode($response, true); + echo '
';
+                print_r($responseData);
+            echo '
';
+            // Check if the response contains generated text
+            if (isset($responseData['candidates'][0]['content']['parts'][0]['text'])) {
+                $generatedText = $responseData['candidates'][0]['content']['parts'][0]['text'];
+                echo "Generated Text: " . $generatedText;
+            } else {
+                echo "Error or no text generated. Response: " . $response;
+            }
+
+    }
+
+
+    //for insurer policy doc upload
+    public function checkPolicyDoc()
+    {
+
+            // $this->convertToPdf();die();
+            // Replace with your actual Gemini API key
+           $apiKey = 'AIzaSyBbx-uotRBqkYhqLpmD60420E_a0G0duP8';
+
+            // The model to use and the API endpoint
+            $model = "gemini-pro";
+            $model = "gemini-2.5-flash";
+            // $model = "gemini-1.5-pro";
+            // $model = "gemini-1.5-pro";
+            $url = "https://generativelanguage.googleapis.com/v1beta/models/{$model}:generateContent?key={$apiKey}";
+
+            $filePath = 'C:\Users\Venba\AppData\Local\Programs\Python\pyenv\pdfreader\bike-0904023124P114268957.pdf';
+            $filePath = 'C:\Users\Venba\AppData\Local\Programs\Python\pyenv\pdfreader\car-insurance-0904023124P114213011.pdf';
+
+            // Check if the file exists
+            if (!file_exists($filePath)) {
+                die("Error: File not found at {$filePath}");
+            }
+
+            // Get the file's MIME type using the finfo extension
+            $finfo = finfo_open(FILEINFO_MIME_TYPE);
+            $mimeType = finfo_file($finfo, $filePath);
+            finfo_close($finfo);
+            // print_r($mimeType);die();
+             // Define supported inline MIME types
+             $supportedInlineMimeTypes = ['application/pdf','text/csv'];
+
+            // Read the file content and encode it to Base64
+            $fileContent = file_get_contents($filePath);
+            $base64Content = base64_encode($fileContent);
+            // The prompt you want to send to the model
+            // $prompt = "give me a json with emp data like name,age,dob,mobile and email. only json not any explanations";
+            $prompt = "Read the following motor policy pdf document and convert into JSON format as sample specified. Give me only JSON,not any explanations.";
+            $prompt .= '"{\"policy\":{\"policy_number\":\"\",\"issue_date\":\"\",\"period\":{\"start\":\"\",\"end\":\"\"},\"insurer\":\"\",\"previous_policy_number\":\"\"},\"insured\":{\"name\":\"\",\"father_name\":\"\",\"address\":[\"\"],\"mobile\":\"\",\"id_proofs\":{\"aadhaar\":\"\",\"pan\":\"\"}},\"vehicle\":{\"reg_no\":\"\",\"engine_no\":\"\",\"chassis_no\":\"\",\"make\":\"\",\"model\":\"\",\"year\":\"\",\"cubic_capacity\":\"\",\"vehicle_type\":\"\"},\"rto\":\"\",\"premium\":{\"tp\":0,\"od\":0,\"pa_od\":0,\"taxes\":{},\"total\":0,\"in_words\":\"\"},\"endorsements\":[{\"code\":\"\",\"desc\":\"\"}]}"';
+
+            $payloadPart = null;
+
+            // The text part of the prompt
+            $text_part = [
+                "text" => $prompt
+            ];
+            // Conditionally handle the file upload based on MIME type
+            if (in_array($mimeType, $supportedInlineMimeTypes)) {
+                 echo "Detected supported format inline MIME type ({$mimeType})";
+                // Handle PDF as inline data
+                $fileContent = file_get_contents($filePath);
+                $base64Content = base64_encode($fileContent);
+                $payloadPart = [
+                    "inlineData" => [
+                        "mimeType" => $mimeType,
+                        "data" => $base64Content
+                    ]
+                ];
+
+                 $content_parts = [
+                        "parts" => [
+                            $text_part,
+                            $payloadPart
+                        ]
+                ];
+            } else {
+                // Handle Excel/CSV using the Files API
+                echo "Detected unsupported inline MIME type ({$mimeType}). Uploading via Files API...\n";
+                $fileInfo = $this->uploadFileToGemini($filePath, $apiKey); // Pass apiKey
+
+                print_r($fileInfo);
+                 // The file part, using the URI from the Files API upload
+                    $file_part = [
+                        "fileData" => [
+                            "fileUri" => $fileInfo['uri'],
+                            "mimeType" => $fileInfo['mimeType']
+                        ]
+                    ];
+
+                    // The full content array, containing both parts
+                    $content_parts = [
+                        "parts" => [
+                            $text_part,
+                            $file_part
+                        ]
+                    ];
+            }
+
+           
+
+          
+
             // The final JSON payload
             $data = [
                 "contents" => [
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index 59608e7e..6aeb4b73 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -1024,14 +1024,7 @@ class LeadsController extends BaseController
         // 3. Optimize lead data query with specific field selection
         $lead_data = $this->leadsModel
             ->select('
-                leads.id, 
-                leads.policy_type_id, 
-                leads.lead_type, 
-                leads.source_policy_id,
-                leads.policy_end_date, 
-                leads.lead_form_type, 
-                leads.created_by, 
-                leads.client_name,
+                leads.*, 
                 lead_files.status as demography_file_status,
                 policy_type.question_json, 
                 policy_type.policy_type, 
@@ -1776,6 +1769,24 @@ class LeadsController extends BaseController
 
         // dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
         // print_r($propsal_and_insurer); die;
+        // print_r($is_placement); die;
+
+        $data = json_decode($rfq_data['json'], true);
+        $sheetName = 'Worksheet';
+        if ($type == 2) {
+            $sheetName = 'QCR';
+            // $propsal_and_insurer = "Proposal 1-ICICIPRU-ICICI001";
+            $data = $this->convertJsonForQCR($data, $type);
+            if ($propsal_and_insurer !== null) {
+                list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
+                $data = $this->transformProposelData($data, $proposal_key, $insurer_key);
+                $is_placement = true;
+                $sheetName = 'Placement';
+            }
+        } else if ($type == 1) {
+            $sheetName = 'RFQ';
+            $data = $this->convertJsonForQCR($data, $type);
+        } //  dd($data);
 
         if ($rfq_data['lead_type'] == 1) {
 
@@ -1808,36 +1819,71 @@ class LeadsController extends BaseController
         } else {
 
             if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
-                $lead_data = [
+                if($is_placement == true){
+                    $lead_data = [
 
-                    'Insured' => $rfq_data['client_name'],
-                    'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
+                        'Insured' => $rfq_data['client_name'],
+                        'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
 
-                    // 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
-                    // 'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
-                    // 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
+                        // 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
+                        // 'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
+                        // 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
 
-                    // 'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
-                    // 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
-                    // 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
+                        // 'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
+                        // 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
+                        // 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
 
-                    'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
-                    'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
-                    'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
+                        'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
+                        'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
+                        'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
 
-                    'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
-                    'Insurer' => $rfq_data['insurer_name'] ?? " - ",
-                    'TPA' => $rfq_data['tpa_name'] ?? " - ",
+                        'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
+                        'Insurer' => $rfq_data['insurer_name'] ?? " - ",
+                        'TPA' => $rfq_data['tpa_name'] ?? " - ",
 
-                    // 'Policy Run Days' => $rfq_data['policy_run_days'],
-                    // 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
-                    // 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
-                    // 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
-                    // 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
-                    // 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
-                    // 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
-                    // 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
-                ];
+                        // 'Policy Run Days' => $rfq_data['policy_run_days'],
+                        // 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
+                        // 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
+                        // 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
+                        // 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
+                        // 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
+                        // 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
+                        // 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
+                    ];
+                }else{
+                    $lead_data = [
+                        'Insured' => $rfq_data['client_name'],
+                        'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
+
+                        'No of Employees at Inception' => $is_placement ? '-' : $rfq_data['incept_emp_count'],
+                        'No of Dependents at Inception' => $is_placement ? '-' : $rfq_data['incept_dept_count'],
+                        'Total Lives at Inception ' => $is_placement ? '-' : $rfq_data['incept_no_of_lives'],
+
+                        'No of Employees at Expiry' => $is_placement ? '-' : $rfq_data['exp_emp_count'],
+                        'No of Dependents at Expiry' => $is_placement ? '-' : $rfq_data['exp_dept_count'],
+                        'Total Lives at Expiry ' => $is_placement ? '-' : $rfq_data['exp_no_of_lives'],
+
+                        'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
+                        'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
+                        'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
+
+                        'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date'])
+                            ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date']))
+                            : "To be decided",
+
+                        'Insurer' => $rfq_data['insurer_name'] ?? " - ",
+                        'TPA' => $rfq_data['tpa_name'] ?? " - ",
+
+                        'Policy Run Days' => $is_placement ? '-' : $rfq_data['policy_run_days'],
+                        'Inception Premium' => $is_placement ? '-' : formatIndianCurrency($rfq_data['premium_at_inception']),
+                        'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => $is_placement ? '-' : formatIndianCurrency($rfq_data['premium_date']),
+                        'Earned Premium' => $is_placement ? '-' : formatIndianCurrency(intval($rfq_data['earned_premium'])),
+                        'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => $is_placement ? '-' : formatIndianCurrency($rfq_data['incurred_claims']),
+                        'Annualised Claims' => $is_placement ? '-' : formatIndianCurrency(intval($rfq_data['annualised_claims'])),
+                        'Incurred Claims Ratio' => $is_placement ? '-' : $rfq_data['incurred_claims_ratio'] . " %",
+                        'Earned Claims Ratio' => $is_placement ? '-' : $rfq_data['earned_claims_ratio'] . " %",
+                    ];
+                }
             } else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
 
                 $lead_data = [
@@ -1857,27 +1903,8 @@ class LeadsController extends BaseController
                 ];
             }
         }
+        // print_r($lead_data); die;
 
-        $data = json_decode($rfq_data['json'], true);
-        // dd($data);
-
-        $sheetName = 'Worksheet';
-        if ($type == 2) {
-            $sheetName = 'QCR';
-            // $propsal_and_insurer = "Proposal 1-ICICIPRU-ICICI001";
-            $data = $this->convertJsonForQCR($data, $type);
-            if ($propsal_and_insurer !== null) {
-                list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
-                $data = $this->transformProposelData($data, $proposal_key, $insurer_key);
-                $is_placement = true;
-                $sheetName = 'Placement';
-            }
-        } else if ($type == 1) {
-            $sheetName = 'RFQ';
-            $data = $this->convertJsonForQCR($data, $type);
-            // dd($data);
-        }
-        //  dd($data);
 
         $spreadsheet = new Spreadsheet();
         $sheet = $spreadsheet->getActiveSheet();
diff --git a/app/Controllers/MasterController.php b/app/Controllers/MasterController.php
index 9e4a5a08..58618abf 100755
--- a/app/Controllers/MasterController.php
+++ b/app/Controllers/MasterController.php
@@ -1350,6 +1350,16 @@ class MasterController extends AdminController
         // === INSERT ===
         if (empty($id)) {
 
+            $cd_acc_count = $this->CDMasterModel->where('is_active', 1)
+                ->where('client_id', $data['client_id'])
+                ->where('insurer_id', $data['insurer_id'])
+                ->where('insurer_branch_id', $data['insurer_branch_id'])
+                ->countAllResults();
+        
+            if($cd_acc_count > 0){
+                return $this->respond(['status' => false, 'message' => 'A CD account has already been created for this client, insurer, and insurer branch combination.'], 200);
+            }
+
             $this->myLogger->logme("error", 'Performing INSERT operation.');
             $insert = $this->CDMasterModel->insert($data);
             $this->myLogger->logme("error", 'Insert result: ' . json_encode($insert));
@@ -1574,6 +1584,15 @@ class MasterController extends AdminController
 
         $data['insurer_branch_id'] = $insurer_branch_id;
 
+        $cd_acc_count = $this->CDMasterModel->where('is_active', 1)
+                        ->where('client_id', $data['client_id'])
+                        ->where('insurer_id', $data['insurer_id'])
+                        ->where('insurer_branch_id', $data['insurer_branch_id'])
+                        ->countAllResults();
+        
+        if($cd_acc_count > 0){
+            return $this->respond(['status' => false, 'message' => 'A CD account has already been created for this client, insurer, and insurer branch combination.'], 200);
+        }
 
         // array with data for CD Traction table
         $cd_tranction_data = [
@@ -1617,6 +1636,24 @@ class MasterController extends AdminController
         }
     }
 
+    public function checkDuplicateCdAccount()
+    {   
+        $data = $this->request->getGet();
+
+        $cd_acc_count = $this->CDMasterModel
+            ->where('is_active', 1)
+            ->where('client_id', $data['client_id'])
+            ->where('insurer_id', $data['insurer_id'])
+            ->where('insurer_branch_id', $data['insurer_branch_id'])
+            ->countAllResults();
+    
+        if($cd_acc_count > 0){
+            return $this->respond(['status' => false, 'message' => 'A CD account has already been created for this client, insurer, and insurer branch combination.'], 200);
+        }else{
+            return $this->respond(['status' => true], 200);
+        }
+    }
+
 
     //Vehicle Master data Function
 
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index 739a163f..bf508a48 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -1271,9 +1271,10 @@ class PolicyTransactionController extends BaseController
 
         $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
 
-        $client_branch_id = $data['client_branch_id'];
-        if ($data['client_branch_id'] == "") {
+        if (!isset($data['client_branch_id']) || $data['client_branch_id'] == "") {
             $client_branch_id = $issue_type['client_branch_id'];
+        }else{
+            $client_branch_id = $data['client_branch_id'];
         }
 
         $data['is_cd_reduce_from_bds'] = (isset($issue_type['policy_type_id']) && $issue_type['policy_type_id'] > 7 && $data['client_type'] == 1) ? 1 : 0;
@@ -1431,7 +1432,11 @@ class PolicyTransactionController extends BaseController
         $pt_id = null;   
 
         if(!empty($data)){
-            $inception_data = $this->policyTransactionModel->where('policy_no', $data['policy_no'])->where('client_id', $data['client_id'])->first();
+            $inception_data = $this->policyTransactionModel
+                    ->where('policy_no', $data['policy_no'])
+                    ->where('client_id', $data['client_id'])
+                    ->where('action_type', 'inception')
+                    ->first();
             $pt_id = $inception_data['id'];
         }    
 
@@ -2682,6 +2687,10 @@ class PolicyTransactionController extends BaseController
             $gst = $gstTotal[$index];
             $paymentDate = $paymentDates[$index];
 
+            if($utrNo == "" && $tds == "" && $gst == "" && $receivedAmount == "")
+            {
+                continue;
+            }
             // Prepare data for insert/update
             $childData = [
                 'inv_amt' => $receivedAmount,
diff --git a/app/Helpers/utility_helper.php b/app/Helpers/utility_helper.php
index f66229f5..86229e9d 100755
--- a/app/Helpers/utility_helper.php
+++ b/app/Helpers/utility_helper.php
@@ -859,3 +859,10 @@ if (!function_exists('expected_amount_calc')) {
         return round($expectedAmount, 2); // Optional: round to 2 decimal places
     }
 }
+
+if (!function_exists('getFileIfExists')) {
+    function getFileIfExists($path)
+    {   
+        return file_exists(FCPATH . $path) ? base_url($path) : '';
+    }
+}
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index bea76e50..394de340 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -1532,8 +1532,15 @@ class EmployeePolicyModel extends Model
                     e.doj, 
                     e.band,
                     TIMESTAMPDIFF(YEAR, e.dob, CURDATE()) AS emp_age,
-                    (SELECT name FROM employees WHERE relationship = "Self" and emp_code = ' . $this->db->escape($emp_code) . ' and client_id = '.$client_id.' LIMIT 1) AS self,
-
+                    (
+                        SELECT name FROM employees 
+                        WHERE relationship = "Self" 
+                        and emp_code = ' . $this->db->escape($emp_code) . ' 
+                        and client_id = '.$client_id.'
+                        and is_active = 1
+                        and emp_status = "active"
+                        LIMIT 1
+                    ) AS self,
 
                     ep.tpa_id, 
                     ep.uhid,
diff --git a/app/Views/cd_master_add_modal.php b/app/Views/cd_master_add_modal.php
index c57936c5..9089d35f 100644
--- a/app/Views/cd_master_add_modal.php
+++ b/app/Views/cd_master_add_modal.php
@@ -46,7 +46,7 @@
                             

                                 

                                     
-                                    
                                         
                                         
@@ -229,11 +229,11 @@
         $('#opening_bal').prop("disabled", false); 
 
         if(isCdMasterPage == true){
-            $('#client_id').val('').change();
-            $('#insurer_id_for_cd').val('').change();
-            $('#insurer_branch_id').val('').change();
+            $('#cd_client_id').val('').select2();
+            $('#insurer_id_for_cd').val('').select2();
+            $('#insurer_branch_id').val('').select2();
 
-            $('#client_id').prop("disabled", false);
+            $('#cd_client_id').prop("disabled", false);
             $('#insurer_id_for_cd').prop("disabled", false);
             $('#insurer_branch_id').prop("disabled", false);
 
@@ -266,7 +266,7 @@
             );
         });
 
-        $branchSelect.val('').trigger('change.select2');
+        $branchSelect.val('').select2();
     }
 
     function showCdMasterAddModal(){
@@ -301,5 +301,43 @@
         $('#cd_ac_no_for_cd_master').append(option);
     }
 
+    function checkDuplicateCdAccount(){
+            
+        let url = '';
+        let client_id = $('#cd_client_id').val();
+        let insurer_id = $('#insurer_id_for_cd').val();
+        let insurer_branch_id = $('#insurer_branch_id').val();
+        console.log({client_id, insurer_id, insurer_branch_id});
+
+        // Data to send in the AJAX request
+        let requestData = {
+            client_id: client_id,
+            insurer_id: insurer_id,
+            insurer_branch_id: insurer_branch_id,
+        };
+
+        if(client_id != "" && insurer_id != "" && insurer_branch_id != ""){
+            // Send AJAX request
+            sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
+
+                console.log('Data fetched successfully:', response);
+
+                if (response.status == true) {
+                    console.log('No dublicate found');
+                } else {
+
+                    $('#cd_client_id').val('').select2();
+                    $('#insurer_id_for_cd').val('').select2();
+                    $('#insurer_branch_id').val('').select2();
+                    toastr.warning(response.message, 'WARNING');
+                }
+
+            }, function(xhr, status, error) {
+                console.error('Error fetching data:', error);
+                console.error(xhr.responseText);
+                toastr.error('An error occurred while checking the CD amount.', 'ERROR');
+            });
+        }
+    } 
 
 
\ No newline at end of file
diff --git a/app/Views/cd_master_list.php b/app/Views/cd_master_list.php
index f9ebba28..466588e9 100755
--- a/app/Views/cd_master_list.php
+++ b/app/Views/cd_master_list.php
@@ -323,7 +323,7 @@ table.dataTable thead th {
                 $('#cd_client_id').prop("disabled", true);
                 $('#insurer_id_for_cd').val(res.data.insurer_id).change();
                 $('#insurer_id_for_cd').prop("disabled", true);
-                $('#insurer_branch_id').val(res.data.insurer_id).change();
+                $('#insurer_branch_id').val(res.data.insurer_branch_id).select2();
                 $('#insurer_branch_id').prop("disabled", true);
                 $('#opening_date').val(res.data.opening_date);
                 $('#cd_ac_no_for_cd_master').val(res.data.cd_ac_no);
diff --git a/app/Views/client_policy.php b/app/Views/client_policy.php
index 253d690b..4d2e70e9 100755
--- a/app/Views/client_policy.php
+++ b/app/Views/client_policy.php
@@ -842,6 +842,17 @@ input:checked + .slider::before {
                 
                     if(response.status == false && response.insurer_id != 'undefined'){
                         toastr.warning('The CD Account Number not found.', 'Warning');
+
+                        $('#cd_ac_no').empty();
+                        $('#cd_ac_no').append($('