From 363b43f21719571a6ada144f8322b4ccaf94cc0a Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Mon, 8 Jun 2026 14:29:38 +0530
Subject: [PATCH] 
 FIX_BDS_COPAY_INSURER_WRONGLY_MAPPED_LEAD_LIST_STAFF_CREATED_AND_EXPIRED_POLICY_TOGGLE_ISSUE

---
 .../PolicyTransactionController.php           | 30 ++++++-
 app/Models/LeadsModel.php                     |  4 +
 app/Views/client_policy.php                   | 10 +--
 .../policy_transaction_inception_form.php     | 83 +++++++++++++++++--
 4 files changed, 112 insertions(+), 15 deletions(-)

diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index a8d1ab90..02852b26 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -1023,7 +1023,6 @@ class PolicyTransactionController extends BaseController
             'follower_policy_no.*'     => ['label' => 'Follower Policy No', 'rules' => 'permit_empty|regex_match[/^[a-zA-Z0-9\/_-]+$/]', 'errors' => [
                 'regex_match' => 'The {field} can only contain letters, numbers, spaces, dashes, and underscores.'
             ]],
-            'calc_policy_issue_date.*' => ['label' => 'Policy Issue Date', 'rules' => 'required', 'errors' => ['required' => 'Policy Issue Date is required']],
             'co_share_per.*'           => ['label' => 'Co-Share %', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Co-Share % must be a valid decimal.']],
             'non_comm_per_amt.*'       => ['label' => 'Non-Comm Premium', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Amount must be numeric.']],
             'base_premium.*'           => ['label' => 'Base Premium','rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'Base Premium must be numeric.']],
@@ -1054,6 +1053,26 @@ class PolicyTransactionController extends BaseController
             'exp_amt.*'                => ['label' => 'Expected Amount', 'rules' => 'permit_empty|decimal', 'errors' => ['decimal' => 'The Expected Amount field must contain a valid number.']]
         ];
 
+        $isCoShare = !empty($post_data['co_share']);
+        $calcPolicyIssueDateRule = [
+            'label'  => 'Policy Issue Date',
+            'rules'  => 'required',
+            'errors' => ['required' => 'Policy Issue Date is required'],
+        ];
+
+        if ($isCoShare) {
+            $coShareTypes = $post_data['co_share_type'] ?? [];
+            if (is_array($coShareTypes)) {
+                foreach ($coShareTypes as $index => $type) {
+                    if ((int) $type === 1) {
+                        $rules["calc_policy_issue_date.$index"] = $calcPolicyIssueDateRule;
+                    }
+                }
+            }
+        } else {
+            $rules['calc_policy_issue_date.*'] = $calcPolicyIssueDateRule;
+        }
+
         if(isset($post_data['client_type']) && $post_data['client_type'] == 1){
             $rules['client_branch_id'] = ['label'  => 'Client Branch', 'rules'  => 'required', 'errors' => ['required' => 'Client branch is required']];
         }
@@ -1181,6 +1200,15 @@ class PolicyTransactionController extends BaseController
             $data['co_share'] = 1;
         }
 
+        if ($data['co_share'] == 1 && !empty($data['follow_insurer_id']) && is_array($data['follow_insurer_id'])) {
+            foreach ($data['follow_insurer_id'] as $index => $followInsurer) {
+                if (($data['co_share_type'][$index] ?? 2) == 1 && !empty($followInsurer)) {
+                    list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $followInsurer);
+                    break;
+                }
+            }
+        }
+
         // if (!isset($data['bro_payable_by'])) {
         //     $data['bro_payable_by'] = 0;
         // } elseif ($data['bro_payable_by']) {
diff --git a/app/Models/LeadsModel.php b/app/Models/LeadsModel.php
index d194375a..ef88ba21 100644
--- a/app/Models/LeadsModel.php
+++ b/app/Models/LeadsModel.php
@@ -176,6 +176,10 @@ class LeadsModel extends Model
             ->join('lead_files', 'leads.id = lead_files.lead_id AND lead_files.type = 2 AND lead_files.is_active = 1', 'left')
             ->where('leads.is_active', 1);
 
+        if (get_role_id() == STAFF_ROLE_ID) {
+            $data->where('leads.created_by', get_session_userid());
+        }
+
         if (! empty($where)) {
             $data->where($where);
         }
diff --git a/app/Views/client_policy.php b/app/Views/client_policy.php
index 26bcab2c..9ddd1899 100755
--- a/app/Views/client_policy.php
+++ b/app/Views/client_policy.php
@@ -48,7 +48,8 @@
 
 .switch-label .slider,
 .switch-label .slider_blue {
-    pointer-events: none;
+    cursor: pointer;
+    flex-shrink: 0;
 }
 
 .slider,
@@ -145,9 +146,8 @@ input:checked + .slider_blue::before {
     
     <br>
 
-    <div class="" style="padding-bottom: 10px; position: absolute;
-    right: 0;">
-        <label class="switch-label">
+    <div class="expired-policies-toggle-wrap" style="padding-bottom: 10px; position: absolute; right: 0; z-index: 10;">
+        <label class="switch-label" for="chk-show-expired">
             <input type="checkbox" id="chk-show-expired">
             <span class="slider"></span>
             <span class="switch-text">Expired Policies</span>
@@ -2903,7 +2903,7 @@ $(document).ready(function () {
             $('#table-client-policy').DataTable().clear().destroy();
         }
 
-        $('#table-client-policy tbody').html(policyTable); // replace tbody content
+        $('#policy_table').html(policyTable);
 
         const policyTableInstance = $('#table-client-policy').DataTable({
             paging: true,
diff --git a/app/Views/policy_transaction_inception_form.php b/app/Views/policy_transaction_inception_form.php
index 6e6a988a..83c53ae2 100644
--- a/app/Views/policy_transaction_inception_form.php
+++ b/app/Views/policy_transaction_inception_form.php
@@ -614,7 +614,7 @@
                                                     <label for="listed_insurers">Shortlisted Insurers</label>
                                                     <select class="form-control" id="listed_insurers" name="listed_insurers"  multiple>
                                                         <option value=""></option>
-                                                        <?php foreach ($insurer_branch as $value) { ?>
+                                                        <?php foreach ($insurer_branch ?? [] as $value) { ?>
                                                             <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>">
                                                                 <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
                                                             </option>
@@ -779,8 +779,8 @@
                                                     <label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
                                                     <select class="form-control" id="tpa" name="tpa" >
                                                         <option value="" selected>Select TPA</option>
-                                                        <?php foreach ($tpa as $value) { ?>
-                                                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
+                                                        <?php foreach ($tpa ?? [] as $value) { ?>
+                                                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">f
                                                             <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
                                                         </option>
                                                         <?php } ?>
@@ -2084,8 +2084,17 @@
 
     })
 
+    $(document).on('click', 'label.switch.readonly-select, input[type="checkbox"][name="co_share_type[]"].readonly-select', function(e) {
+        e.preventDefault();
+        return false;
+    });
+
     $(document).on('change', 'input[type="checkbox"][name="co_share_type[]"]', function() {
 
+        if ($(this).hasClass('readonly-select')) {
+            return false;
+        }
+
         // $('[name="base_premium[]"]').val("");
         // $('[name="co_premium[]"]').val("");
 
@@ -2115,7 +2124,7 @@
             $(this).prop('checked', false);
             return;
         }else{
-            $('#insurer_id').val(insurer)
+            syncInsurerIdFromLeader();
         }
 
         $('[name="calc_policy_issue_date[]"]').each(function () {
@@ -2173,6 +2182,8 @@
 
         }
 
+        syncInsurerIdFromLeader();
+
     });
 
     $(document).on('change', 'select[name="relationship[]"]', function() {
@@ -2230,7 +2241,7 @@
                 return false;
             }
 
-            $('#insurer_id').val(insurer)
+            syncInsurerIdFromLeader();
 
             if (!policy_type_id || !client_id) {
                 $(this).val('').select2();
@@ -3472,6 +3483,41 @@
         $('#co_ter_premium_' + input).val(cotep.toFixed(2));
     }
 
+    function isInceptionEditMode() {
+        return !!$('#policy_tranction_primarykey').val();
+    }
+
+    function lockLeaderCheckboxesInEdit() {
+        if (!isInceptionEditMode()) {
+            return;
+        }
+        $('input[type="checkbox"][name="co_share_type[]"]').each(function() {
+            $(this).addClass('readonly-select');
+            $(this).closest('label.switch').addClass('readonly-select');
+        });
+    }
+
+    function syncInsurerIdFromLeader() {
+        if ($('#cop_yes').is(':checked')) {
+            let leaderInsurer = '';
+            $('input[type="checkbox"][name="co_share_type[]"]:checked').each(function() {
+                let uniqueid = $(this).data('id');
+                let insurer = $('#follow_insurer_id_' + uniqueid).val();
+                if (insurer) {
+                    leaderInsurer = insurer;
+                }
+            });
+            if (leaderInsurer) {
+                $('#insurer_id').val(leaderInsurer);
+            }
+        } else {
+            let insurer = $('#follow_insurer_id_1').val();
+            if (insurer) {
+                $('#insurer_id').val(insurer);
+            }
+        }
+    }
+
     function select_leader_disable_premium_amt(input, value) {
 
         if ($(input).is(':checked')) {
@@ -3508,6 +3554,8 @@
             $('input[name="co_ter_premium[]"]').removeClass('readonly-select');
 
         }
+
+        syncInsurerIdFromLeader();
     }
 
     function select_leader_disable_premium_amt_in_edit() {
@@ -3553,6 +3601,8 @@
                 }
             }
         });
+
+        syncInsurerIdFromLeader();
     }
 
     function validateRange(input) {
@@ -4113,6 +4163,10 @@
         co_share_type.forEach((value, index) => {
             formData.append(`co_share_type[${index}]`, value);
         });
+
+        syncInsurerIdFromLeader();
+        formData.set('insurer_id', $('#insurer_id').val());
+
         //covert date to mysql format
         // alert(formData.get('policy_issue_date'));
         
@@ -4490,6 +4544,8 @@
             //     $(this).val(''); // Clear value
             //     console.log('Input cleared:', $(this).attr('name')); // Log cleared input
             // });
+
+            syncInsurerIdFromLeader();
             
         } else {
             $('#add_more_row').addClass('d-none');
@@ -4506,6 +4562,8 @@
             //     $(this).val(''); // Clear value
             //     console.log('Input cleared:', $(this).attr('name')); // Log cleared input
             // });
+
+            syncInsurerIdFromLeader();
         }
     });
 
@@ -4933,7 +4991,7 @@
                         newCell = `<td>
                                 <select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]" onchange="getCDAccountNumber(this)" required>
                                     <option value="" selected>Select Insurer</option>
-                                    <?php foreach ($insurer_branch as $value) { ?>
+                                    <?php foreach ($insurer_branch ?? [] as $value) { ?>
                                         <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>" data-ic="<?= $value['category'] ?>">
                                             <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
                                         </option>
@@ -5078,7 +5136,7 @@
                         newCell = `<td>
                                 <select class="form-control follow_insurer" data-language="1" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]" onchange="getCDAccountNumber(this)" required>
                                     <option value="" selected>Select Insurer</option>
-                                    <?php foreach ($insurer_branch as $value) { ?>
+                                    <?php foreach ($insurer_branch ?? [] as $value) { ?>
                                         <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>" data-ic="<?= $value['category'] ?>">
                                             <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
                                         </option>
@@ -5363,6 +5421,8 @@
             dateFormat: "d/m/Y",
             allowInput: false
         });
+
+        lockLeaderCheckboxesInEdit();
     }
 
     function removeInsurerColumn(index, count_index) {
@@ -5399,6 +5459,8 @@
             $('.follow_insurer').prop('required', true);
         }
 
+        syncInsurerIdFromLeader();
+
         console.log('#################################### END Remove Insurer Column ####################################');
 
     }
@@ -5442,7 +5504,7 @@
                             cell.find('select').val(insurer).change().toggleClass('readonly-select', !!disable_td);
                             break;
                         case 1: // Is Leader?
-                            cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change().toggleClass('readonly-select', !!disable_td);
+                            cell.find('input[type="checkbox"]').prop('checked', data.co_share_type == 1).change();
                             break;
                         case 2: // CD Account Number 
                             cell.find('select').val(cd_ac_pk);
@@ -5572,7 +5634,7 @@
                             cell.find('select').val(insurer).change().toggleClass('readonly-select', !!disable_td);
                             break;
                         case 1: // Is Leader?
-                            cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change().toggleClass('readonly-select', !!disable_td);
+                            cell.find('input[type="checkbox"]').prop('checked', data.co_share_type == 1).change();
                             break;
                         case 2: // CD Account Number 
                             cell.find('select').val(cd_ac_pk);
@@ -5676,6 +5738,9 @@
 
         // $('input:disabled, select:disabled, textarea:disabled').addClass('readonly-color');
 
+        syncInsurerIdFromLeader();
+        lockLeaderCheckboxesInEdit();
+
         console.log('#################################### END Populate Table ####################################');
 
     }