Merge remote-tracking branch 'origin/dev' into dev

app/Controllers/BDSReportController.php

@@ -15,6 +15,7 @@ use App\Models\PolicyTransactionModel;
 use App\Models\PTCOShareDetailsModel;
 use App\Models\COShareStmtDetailsModel;
 use App\Models\PolicyTypeModel;
+use App\Models\NhanceBranchModel;
 use CodeIgniter\API\ResponseTrait;
 
 
@@ -34,6 +35,7 @@ class BDSReportController extends AdminController
     protected $coShareStmtDetailsModel;
     protected $policyTypeModel;
     protected $policyTatReportType;
+    protected $nhanceBranchModel;
 
     public function __construct()
     {
@@ -47,6 +49,7 @@ class BDSReportController extends AdminController
         $this->PTCOShareDetailsModel         = new PTCOShareDetailsModel();
         $this->coShareStmtDetailsModel       = new COShareStmtDetailsModel();
         $this->policyTypeModel               = new PolicyTypeModel();
+        $this->nhanceBranchModel             = new NhanceBranchModel();
 
 
         $this->policyTatReportType = [
@@ -925,7 +928,7 @@ class BDSReportController extends AdminController
             $default_start = new \DateTime();
             $data['default_end'] = $default_start->format('d-m-Y');
             $data['default_start']  = $default_start->modify('-60 days')->format('d-m-Y');
-            $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+            $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();;
             $data['tab_name'] = "Renewal Reports";
             $data['page_name'] = "Renewal Report";
             return $this->loadLayout('renewal_search', $data);
@@ -935,11 +938,11 @@ class BDSReportController extends AdminController
             $toDate  = $this->request->getPost('toDate');
             $client_id = $this->request->getPost('client_id');
             $client_type = $this->request->getPost('client_type');
-            $issuer = $this->request->getPost('issuer');
+            $issuer_branch = $this->request->getPost('issuer_branch');
 
-            $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+            $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
             $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
-            $data['renewal_data'] = $this->policyTransactionModel->getRenewalReportData($fromDate, $toDate, $client_type, $client_id, $issuer);
+            $data['renewal_data'] = $this->policyTransactionModel->getRenewalReportData($fromDate, $toDate, $client_type, $client_id, $issuer_branch);
             // print_r($data); die;
             $view_name = "bds_renewal_report_list";
             $html = view('bds_renewal_report_list', $data);

app/Controllers/PolicyTransactionController.php

@@ -825,9 +825,15 @@
 
             // Fetch Sales Team
             $data['salse_team'] = $this->userModel
-                ->select('user_profiles.*,nhance_branch.id as nhance_branch_id, nhance_branch.branch_name as nhance_branch_name')
+                ->select('
+                    user_profiles.*,
+                    nhance_branch.id as nhance_branch_id, 
+                    nhance_branch.branch_name as nhance_branch_name,
+                    rm.first_name AS rm_name
+                ')
                 ->join('user_teams', 'user_profiles.id = user_teams.user_id')
                 ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id','left')
+                ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
                 ->where('user_teams.team_id', 5)
                 ->where('user_teams.is_active', 1)
                 ->where('user_profiles.is_active', 1)
@@ -841,9 +847,19 @@
             
             // Fetch ACM
             $data['ACM'] = $this->userModel
-                ->where('role', 3)  // Assuming `role` is in `user_profiles`
+                    ->select('
-                ->where('is_active', 1)
+                        user_profiles.*, 
+                        nhance_branch.id AS nhance_branch_id, 
+                        nhance_branch.branch_name AS nhance_branch_name, 
+                        rm.first_name AS rm_name
+                    ')
+                    ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+                    ->join('nhance_branch', 'user_profiles.nhance_branch_id = nhance_branch.id', 'left')
+                    ->join('user_profiles AS rm', 'user_profiles.rm_id = rm.id', 'left')
+                    ->where('user_profiles.role', 3)  
+                    ->where('user_profiles.is_active', 1)
                     ->findAll();
+
                 // echo '<pre>';
             
             // print_r($data['ppTeamsData']); die;

app/Controllers/UserController.php

@@ -66,6 +66,7 @@ class UserController extends AdminController
         // print_r($data); die;
         $data['roleData'] = $this->roleModel->select('id, role')->findAll();        
         $data['teamData'] = $this->teamModel->select('id, name')->where('is_active',1)->findAll();
+        $data['user_data'] = $this->userModel->where('is_active',1)->findAll();
         $data['NHanceBranchData'] = $this->nhanceBranchModel->select('id, branch_name')->where('is_active',1)->findAll();
         $this->loadLayout('UserList', $data);
     }
@@ -74,7 +75,7 @@ class UserController extends AdminController
     public function create()
     {
         $this->myLogger->logme('error', 'User create function called');
-        dd($this->request->getPost());
+        // dd($this->request->getPost());
         $teams = $this->request->getPost('team');
 
         //if this is get method return to user creation page

app/Controllers/VidalApiController.php

@@ -118,7 +118,7 @@ class VidalApiController extends BaseController
                 tm.hospital_name as hospitalName,
                 tm.claim_amount as requestedAmount,
                 cp.policy_no as policyNo,
-                e.id as dependentUniqueId,
+                e.id as dependentUniqueIdOld,
                 e.emp_code as memberId,
                 tn.note as disease, 
                 tn.note as reasonForHospitalization,
@@ -126,6 +126,7 @@ class VidalApiController extends BaseController
                 cf.url as filePath,
                 pt.policy_type as typeOfClaim,
                 ep.tpa_id as empanelmentNo,
+                ep.tpa_id as dependentUniqueId,
             ')
             ->join('employees e', 'e.id = tm.emp_id', 'left')
             ->join('client_policy cp', 'tm.client_policy_id = cp.id', 'left')
@@ -172,26 +173,26 @@ class VidalApiController extends BaseController
          $body = [
             'policyNo'          => $data['policyNo'],
             'dependentUniqueId' => $data['dependentUniqueId'],
-            'typeOfClaim'       => $data['typeOfClaim'],
+            'typeOfClaim'       => "Main hospitalization claim",
-            'claimSubType'      => "Test",
+            'claimSubType'      => "OPD",
             'requestedAmount'   => $data['requestedAmount'],
             'ailmentType'       => "Non covid",
             'admissionDate'     => change_date_format($data['admissionDate'], 'Y-m-d', 'd-m-Y'),
             'dischargeDate'     => change_date_format($data['dischargeDate'], 'Y-m-d', 'd-m-Y'),
             'hospitalName'      => $data['hospitalName'],
-            'empanelmentNo'     => $data['empanelmentNo'],
+            'empanelmentNo'     =>  0,
-            "ailmentName"       => "Fever",
+            "ailmentName"       => "hospitalization",
-            "hospitalAddress"   => "No. 6, Officers Colony, Puthur.,dfgdfgdfg,dfgdfg,560058",
+            "hospitalAddress"   => $data['hospitalAddress'] ?? null,
-            "hospitalState"     => "karnataka",
+            "hospitalState"     => $data['hospitalState'] ?? null,
-            "hospitalCity"      => "bangalore",
+            "hospitalCity"      => $data['hospitalCity'] ?? null,
-            "hospitalPinCode"   => "560036",
+            "hospitalPinCode"   => $data['hospitalPinCode'] ?? null,
-            "hospitalPhoneNo"   => "1234567890",
+            "hospitalPhoneNo"   => $data['hospitalPhoneNo'] ?? null,
             "fileId"            => $fileId,
             "bankDetails"       => [
-                                    "accountHolderName" =>"Testing claim",
+                                    "accountHolderName" => null,
-                                    "accountType"       =>"savings",
+                                    "accountType"       => null,
-                                    "accountNo"         =>"1234567890",
+                                    "accountNo"         => null,
-                                    "ifscCode"          =>"ICICI098768"
+                                    "ifscCode"          => null,
                                     ],
         ];
         // dd($body);

app/Models/PolicyTransactionModel.php

@@ -85,6 +85,9 @@
             'agent_code',
             'file_id',
             'entry_from',
+            'salse_person_manager_id',
+            'service_person_manager_id',
+            'service_person_branch_id',
         ];
 
 
@@ -1784,7 +1787,63 @@
 
 
         //function for fetch renewal report data
-        public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
+        public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer_branch = null)
+        {
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
+            $toDate = date('Y-m-d 23:59:59');
+
+            if (!empty($start_date) && !empty($end_date)) {
+                $fromDate = change_date_format($start_date);
+                $toDate = change_date_format($end_date);
+            }
+
+            $query = $this->db->table('policy_transaction pt')
+                ->select('
+                    pt.*, 
+                    c.client_name, 
+                    c.short_name AS client_short_name, 
+                    c.client_type,
+                    policy_type.policy_type,
+                    i.name as insurer_name,
+                    ib.branch_name as insurer_branch_name,
+                    vehicle.vehicle_no,
+                    leads.status as lead_status
+                ')
+                ->join('clients c', 'pt.client_id = c.id', 'left')
+                ->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
+                ->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
+                ->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
+                ->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
+                ->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
+                ->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
+                ->where('pt.renewal_date >=', $fromDate)
+                ->where('pt.renewal_date <=', $toDate)
+                ->where('pt.is_active', 1)
+                ->where('pt_co.is_active', 1)
+                ->where('pt.action_type', "inception")
+                ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");
+
+
+            // Apply filters if parameters are provided
+            if (!empty($client_type)) {
+                $query->where('c.client_type', $client_type);
+            }
+            if (!empty($client)) {
+                $query->where('pt.client_id', $client);
+            }
+            if (!empty($issuer_branch)) { // Corrected condition to check $issuer
+                $query->where('pt.issuer_branch', $issuer_branch);
+            }
+
+            $query->groupBy('pt.id');
+            $query->orderBy('pt.id', 'DESC');
+            // Fetch and return results
+            $results = $query->get()->getResultArray();
+            // print($this->db->getLastQuery()); die;
+            return $results;
+        }
+        
+        public function getRenewalReportDataOld($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
         {
             $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
@@ -2477,6 +2536,12 @@
                         pt.id AS id,
                         pt.endorsement_no,
                         pt.ref,
+
+                        pt.data_received_date,
+                        pt.renewal_date,
+                        pt.installment,
+                        nhance_branch.branch_name as nhance_branch,
+
                         DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
                         DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS policy_issue_month,
                         pt.month as statement_month,
@@ -2559,6 +2624,7 @@
                     LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                     LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                     LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
+                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
 
                     WHERE pt.is_active = 1
                     AND pcsd.is_active = 1
@@ -2573,6 +2639,12 @@
                         pt.id AS id,
                         pt.endorsement_no,
                         pt.ref,
+
+                        pt.data_received_date,
+                        pt.renewal_date,
+                        pt.installment,
+                        nhance_branch.branch_name as nhance_branch,
+
                         DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
                         DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
                         insq.month as statement_month,
@@ -2694,6 +2766,7 @@
                     LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                     LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                     LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
+                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
 
                     WHERE pt.is_active = 1
                     AND pcsd.is_active = 1

app/Models/UserModel.php

@@ -28,6 +28,7 @@ class UserModel extends Model
         "updated_at",
         "is_active",
         "nhance_branch_id",
+        "rm_id",
     ];
 
     // Dates

app/Views/UserList.php

@@ -488,7 +488,7 @@ table.dataTable tbody td {
                 <div class="form-group">
 
                     <div class="form-row">
-                        <div class="form-group col-md-12">
+                        <div class="form-group col-md-6">
                             <label for="nhance_branch_id">NHance Branch<span class="text-danger">*</span></label>
                              <select class="form-control" id="nhance_branch_id" name="nhance_branch_id" required>
                                 <option value="">Select NHance Branch</option>
@@ -497,16 +497,25 @@ table.dataTable tbody td {
                                 <?php } ?> 
                             </select>                                             
                         </div>
+                        <div class="form-group col-md-6">
+                            <label for="rm_id">Reporting Manager<span class="text-danger">*</span></label>
+                             <select class="form-control" id="rm_id" name="rm_id" required>
+                                <option value="">Select Reporting Manager</option>
+                                <?php foreach($user_data as $value) { ?>
+                                        <option value="<?= $value['id'] ?>"><?= $value['first_name'] ?></option>
+                                <?php } ?> 
+                            </select>                                             
+                        </div>
                     </div>    
 
                     <div class="form-row">
                         <div class="form-group col-md-6">
                             <label for="emp_code">Employee Code<span class="text-danger">*</span></label>
-                            <input type="text" class="form-control" id="emp_code" placeholder="Enter Code" name="emp_code" required>
+                            <input type="text" class="form-control" id="emp_code" placeholder="Enter Code" name="emp_code" onchange="validateInput(this, 'user_profiles', 'emp_code', 'btnSubmit')" required>
                         </div>
                         <div class="form-group col-md-6">
                             <label for="first_name">Name<span class="text-danger">*</span></label>
-                            <input type="text" class="form-control" id="first_name" placeholder="Ente Name" name="first_name" required>
+                            <input type="text" class="form-control" id="first_name" placeholder="Enter Name" name="first_name" required>
                         </div>
                     </div>    
 
@@ -514,7 +523,7 @@ table.dataTable tbody td {
                     <div class="form-row">
                         <div class="form-group col-md-6">
                             <label for="email">Email<span class="text-danger">*</span></label>
-                            <input type="text" class="form-control" id="email" placeholder="Enter Email" name="email" data-parsley-trigger="change" data-parsley-type="email" required>
+                            <input type="text" class="form-control" id="email" placeholder="Enter Email" name="email" data-parsley-trigger="change" data-parsley-type="email" onchange="validateInput(this, 'user_profiles', 'email', 'btnSubmit')" required>
                         </div>
                     
                         <div class="form-group col-md-6">
@@ -863,6 +872,7 @@ table.dataTable tbody td {
     $(document).ready(function () {
 
         $('#nhance_branch_id').select2();
+        $('#rm_id').select2();
         
         $('#nhance_branch_id')
             .val(null)                    // ✅ MUST be null
@@ -1070,12 +1080,13 @@ table.dataTable tbody td {
                     $('#mobile').val(res.data.mobile);
                     $('#emp_code').val(res.data.emp_code);
                     $('#role option[value="' + res.data.role + '"]').prop('selected', true);
+                    $('#rm_id').val(res.data.rm_id).select2();   // ✅ correct trigger
                     if (res.data.nhance_branch_id !== null &&
                         res.data.nhance_branch_id !== "" &&
                         res.data.nhance_branch_id !== 0) {
                         $('#nhance_branch_id')
                             .val(res.data.nhance_branch_id)
-                            .trigger('change.select2');   // ✅ correct trigger
+                            .trigger('change.select2'); 
                     } else {
                         $('#nhance_branch_id')
                             .val(null)                    // ✅ MUST be null
@@ -1819,6 +1830,7 @@ table.dataTable tbody td {
         $('#mobile').val('');
         $('#emp_code').val('');        
         $('#nhance_branch_id').val('0');        
+        $('#rm_id').val('0');        
         $('#UserForm').attr('action', '<?php echo base_url('/user/create');?>');    
         let myModal = new bootstrap.Modal(document.getElementById('con-close-modal'));
         myModal.show();  // open modal
@@ -1837,5 +1849,28 @@ table.dataTable tbody td {
 
     });
 
+    function validateInput(input, table, field, submitButId){
+
+        let value = $(input).val();
+        let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
+
+        let message = "Value is duplicate!";
+        if(label){
+            message = label + " already exists!";
+        }
+
+        checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
+            if (isDuplicate) {
+                toastr.warning(message, 'WARNING');
+                // $(input).val('')
+                $('#' + submitButId).prop('disabled', true);
+            } else{
+            $('#' + submitButId).prop('disabled', false);
+            }
+        });
+
+    }
+
+    
 
 </script>

app/Views/policy_transaction_endorsement_list.php

@@ -346,9 +346,11 @@ table.dataTable thead th {
                                             <a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getPolicyTransactionDataForEndorsementEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                 <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                             </a>
+                                            <?php if(get_role_id() == 5): ?>
                                                 <a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
                                                     <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
                                                 </a>
+                                            <?php endif; ?>
                                         </div>
                                     </div>
                                 </td>

app/Views/policy_transaction_inception_form_2.php

@@ -333,6 +333,9 @@
                         <input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
                         <input type="hidden" name="agent_code" id="agent_code">
                         <input type="hidden" name="issuer_branch" id="issuer_branch">
+                        <input type="hidden" name="salse_person_manager_id" id="salse_person_manager_id">
+                        <input type="hidden" name="service_person_manager_id" id="service_person_manager_id">
+                        <input type="hidden" name="service_person_branch_id" id="service_person_branch_id">
 
                         <!-- <input type="hidden" id="cd_ac_no_for_edit"> -->
                         <input type="hidden" id="premium_details_unique_id">
@@ -439,14 +442,21 @@
                                                             class="text-right"
                                                             style="font-size: x-small;">
                                                         </small>
+                                                        <small id="salse_rm_info" 
+                                                            class="text-right"
+                                                            style="font-size: x-small;">
+                                                        </small>
                                                     </label>
-                                                    <select class="form-control" id="sales_generated_by" name="sales_generated_by" onchange="setNhanceBranch(this)" autocomplete="off">
+                                                    <select class="form-control" id="sales_generated_by" name="sales_generated_by" onchange="setNhanceBranch(this, 'nhance_branch_info'); setRM(this, 'salse_rm_info')" autocomplete="off">
                                                         <option value="" selected>Select Sales Person</option>
                                                         <?php if (isset($salse_team)) { ?>
                                                             <?php foreach ($salse_team as $value) { ?>
                                                                 <option value="<?= $value['id'];?>"
                                                                     data-nbid="<?= $value['nhance_branch_id'];?>"
-                                                                data-nbname="<?= $value['nhance_branch_name'];?>">
+                                                                    data-nbname="<?= $value['nhance_branch_name'];?>"
+                                                                    data-rmid="<?= $value['rm_id'];?>"
+                                                                    data-rmname="<?= $value['rm_name'];?>"
+                                                                >
                                                                     <?= $value['first_name'];?>
                                                                 </option>
                                                             <?php } ?>
@@ -456,12 +466,27 @@
                                                 </div>
 
                                                 <div class="form-group col-md-3">
-                                                    <label for="serviced_by">Serviced By</label>
+                                                    <label for="serviced_by" class="d-flex align-items-center" >
-                                                    <select class="form-control" id="serviced_by" name="serviced_by">
+                                                        <span class="flex-grow-1">Serviced By</span>
+                                                        <small id="service_nhance_branch_info" 
+                                                            class="text-right"
+                                                            style="font-size: x-small;">
+                                                        </small>
+                                                        <small id="service_rm_info" 
+                                                            class="text-right"
+                                                            style="font-size: x-small;">
+                                                        </small>
+                                                    </label>
+                                                    <select class="form-control" id="serviced_by" name="serviced_by" onchange="setNhanceBranch(this, 'service_nhance_branch_info'); setRM(this, 'service_rm_info')">
                                                         <option value="" selected>Select Service Person</option>
                                                         <?php if (isset($ACM)) { ?>
                                                             <?php foreach ($ACM as $value) { ?>
-                                                                <option value="<?= $value['id'];?>">
+                                                                <option value="<?= $value['id'];?>"
+                                                                    data-nbid="<?= $value['nhance_branch_id'];?>"
+                                                                    data-nbname="<?= $value['nhance_branch_name'];?>"
+                                                                    data-rmid="<?= $value['rm_id'];?>"
+                                                                    data-rmname="<?= $value['rm_name'];?>"
+                                                                >
                                                                     <?= $value['first_name'];?>
                                                                 </option>
                                                             <?php } ?>
@@ -3303,6 +3328,30 @@
                         if(res.status == true){
                             // appendCDAccountNumber(res.data[0].cd_ac_no, unique_id)
                             appendCDAccountNumber(res.data, unique_id)
+
+                      
+                            let balanceDiv = document.getElementById('cd_current_balance_info_' + unique_id);
+                            setTimeout(function(){
+                                let dropdown_value = $('#cd_ac_no_' + unique_id).val();  
+                                
+                                console.log("dropdown_value",dropdown_value)
+
+                                res.data.forEach(function(item) {
+                                    if (item.id == dropdown_value) {   // match found
+                                        if (item.opening_bal !== null) {
+                                            $('#cd_current_balance_info_' + unique_id).val(item.opening_bal);
+                                            balanceDiv.innerHTML =
+                                                '<span class="text-success">' + item.opening_bal + '</span>' +
+                                                ' <span class="vehicle-badge success">✓ CD balance Amount</span>';
+                                            balanceDiv.classList.add('show');
+                                        }
+                                    }
+                                });
+                                $('.card_group_34').show(); 
+                                $('.card_group_37').show(); 
+                                $("select[name='cd_ac_no_for_child[]']").attr('required', 'required');
+                            }, 1000);
+
                             // if(res.data[0].id){
                             //     $('#cd_ac_pk_for_leader').val(res.data[0].id)
                             // }
@@ -4788,32 +4837,64 @@
             return;
         }
 
-            // ✅ Calculate Year Difference
+        let yearDiff = calculateYearCount(startDate, endDate);
-            let yearDiff = endDate.getFullYear() - startDate.getFullYear();
+        console.log(`YDiff: ${yearDiff}`);
-
+        adjustInsurerCards(yearDiff);
-            // Adjust if end date is before anniversary
-            if (
-                endDate.getMonth() < startDate.getMonth() ||
-                (endDate.getMonth() === startDate.getMonth() && endDate.getDate() < startDate.getDate())
-            ) {
-                yearDiff--;
-            }
-
-            console.log('Year Difference:', yearDiff);
-
-            //  Clear existing cards (optional but recommended)
-            // $('#allInsurerCards').empty();
-            // $('.insurer-card').remove();  
-            // insurerCount = 0;
-            resetInsurerCards();
-
-            //  Add cards equal to year difference
-            for (let i = 0; i < yearDiff; i++) {
-                addInsurerColumn();
-            }
 
     });
 
+
+    function calculateYearCount(start, end) {
+        let startDate = new Date(start);
+        let endDate   = new Date(end);
+
+        let years = endDate.getFullYear() - startDate.getFullYear();
+
+        // Build the anniversary date for calculated years
+        let anniversary = new Date(
+            startDate.getFullYear() + years,
+            startDate.getMonth(),
+            startDate.getDate()
+        );
+
+        // If end date is before anniversary → reduce 1 year
+        if (endDate < anniversary) {
+            years--;
+        }
+
+        // If there are extra days beyond exact year → round up
+        // (endDate >= anniversary)
+        return years + 1;
+    }
+
+    function adjustInsurerCards(yearDiff) {
+
+        console.log("CurrCount:", insurerCount);
+        
+        if (yearDiff > insurerCount) {
+            // ADD missing cards
+            let cardsToAdd = yearDiff - insurerCount;
+            console.log("CaAd:", cardsToAdd);
+
+            for (let i = 0; i < cardsToAdd; i++) {
+                addInsurerColumn();   // your function
+            }
+
+        } else if (yearDiff < insurerCount) {
+            // REMOVE extra cards
+            let cardsToRemove = insurerCount - yearDiff;
+            console.log("CaRe:", cardsToRemove);
+
+            for (let i = 0; i < cardsToRemove; i++) {
+                removeInsurerCard(insurerCount); // remove last
+            }
+        }
+
+        console.log("UpdatedCa:", insurerCount);
+    }
+
+
+
     function resetInsurerCards() {
         $('#allInsurerCards').empty();
         insurerCount = 0;
@@ -6543,7 +6624,7 @@
 
     }
 
-    function setNhanceBranch(select) {
+    function setNhanceBranch(select, show_id) {
 
         if (!select || !select.options || select.selectedIndex < 0) {
             console.warn('No option selected yet');
@@ -6558,9 +6639,13 @@
         console.log('NB ID:', nbID);
         console.log('NB Name:', nbName);
      
+        if(show_id == "nhance_branch_info"){
             $('#issuer_branch').val(nbID ? nbID : '');
+        }else{
+            $('#service_person_branch_id').val(nbID ? nbID : '');
+        }
 
-        let nbDiv = document.getElementById('nhance_branch_info');
+        let nbDiv = document.getElementById(show_id);
         
         if (!nbID || !nbName) {
             nbDiv.innerHTML = '';
@@ -6575,6 +6660,42 @@
         nbDiv.classList.add('show');
     }
 
+    function setRM(select, show_id) {
+
+        if (!select || !select.options || select.selectedIndex < 0) {
+            console.warn('No option selected yet');
+            return;
+        }
+
+        let selectedOption = select.options[select.selectedIndex];
+
+        let rmid   = selectedOption.getAttribute('data-rmid');
+        let rmname = selectedOption.getAttribute('data-rmname');
+
+        console.log('RM ID:', rmid);
+        console.log('RM Name:', rmname);
+     
+        if(show_id == "salse_rm_info"){
+            $('#salse_person_manager_id').val(rmid ? rmid : '');
+        }else{
+            $('#service_person_manager_id').val(rmid ? rmid : '');
+        }
+
+        let rmDiv = document.getElementById(show_id);
+        
+        if (!rmid || !rmname) {
+            rmDiv.innerHTML = '';
+            rmDiv.classList.remove('show');
+            return;
+        }
+
+        rmDiv.innerHTML =
+            '<span class="text-success">' + rmname + '</span>' +
+            ' <span class="vehicle-badge success">✓ RM</span>';
+
+        rmDiv.classList.add('show');
+    }
+
     function setPolicyIssueMonth(){
         let monthDiv = document.getElementById('policy_issue_month_info');
         monthAbbr = document.getElementById('month').value;

app/Views/policy_transaction_inception_list.php

@@ -337,9 +337,12 @@ table.dataTable tbody td {
                                             <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                 <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                             </a>
+
+                                            <?php if(get_role_id() == 5): ?>
                                                 <a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
                                                     <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
                                                 </a>
+                                            <?php endif; ?>
                                         </div>
                                     </div>
                                 </td>
@@ -641,6 +644,7 @@ $(document).ready(function(){
             var renewal_date = new Date(policy_end_date);
             // renewal_date.setMonth(renewal_date.getMonth() - 1);
             renewal_datePicker.setDate(renewal_date);  // Set renewal date
+            renewal_datePicker.set('maxDate', policy_end_date); // set max date
         }
     });
 

app/Views/policy_transaction_inception_list_2.php

@@ -337,9 +337,11 @@ table.dataTable tbody td {
                                             <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                 <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                             </a>
+                                            <?php if(get_role_id() == 5): ?>
                                                 <a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>', <?= $row['policy_type_id'] ?>)">
                                                     <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
                                                 </a>
+                                            <?php endif; ?>
                                         </div>
                                     </div>
                                 </td>
@@ -641,6 +643,7 @@ $(document).ready(function(){
             var renewal_date = new Date(policy_end_date);
             // renewal_date.setMonth(renewal_date.getMonth() - 1);
             renewal_datePicker.setDate(renewal_date);  // Set renewal date
+            renewal_datePicker.set('maxDate', policy_end_date); // set max date
         }
     });
 

app/Views/renewal_search.php

@@ -30,13 +30,13 @@
                                 </div>
 
                                 <div class="form-group col-md-3">
-                                    <label for="client_branch">Issuer<span class="text-danger"></span></label>
+                                    <label for="client_branch">Nhance Branch<span class="text-danger"></span></label>
-                                    <select class="form-control" id="issuer" name="issuer">
+                                    <select class="form-control" id="issuer_branch" name="issuer_branch">
-                                        <option value="">Select Issuer</option>
+                                        <option value="">Select Branch</option>
                                         <?php
-                                        if (isset($issuer) && count($issuer)) {
+                                        if (isset($issuer_branch) && count($issuer_branch)) {
-                                            foreach ($issuer as $key => $value) {
+                                            foreach ($issuer_branch as $key => $value) {
-                                                echo "<option value=" . $key . ">" . $value . "</option>";
+                                                echo "<option value=" . $value['id'] . ">" . $value['branch_name'] . "</option>";
                                             }
                                         }
                                         ?>
@@ -133,13 +133,13 @@
         var toDate = $('#endDate').val();
         var client_id = $('#client_id').val();
         var client_type = $('#client_type').val();
-        var issuer = $('#issuer').val();
+        var issuer_branch = $('#issuer_branch').val();
         var requestData = {
             fromDate: fromDate,
             toDate: toDate,
             client_id: client_id,
             client_type: client_type,
-            issuer: issuer,
+            issuer_branch: issuer_branch,
         };
         console.log(typeof fromDate);
         var url = '<?= base_url('/bdsReport/renewal_report') ?>';

app/Views/report_bds.php

@@ -109,13 +109,19 @@ table.dataTable tbody td {
                             <th>Agreed Amount</th>
                             <th>Invoiced Amount</th>
                             <th>Outstanding Amount</th>
+                            <th style="display: none;">Salse Person</th>
+                            <th style="display: none;">Service Person</th>
+                            <th style="display: none;">Nhance Branch</th>
+                            <th style="display: none;">Installment</th>
+                            <th style="display: none;">Data Received Date</th>
+                            <th style="display: none;">Renewal Date</th>
                            
                         </tr>
                     </thead>
                     <tbody>
                         <?php if (isset($report_list)) { ?>
                         <?php foreach($report_list as $index => $row){ ?>
-                        <tr>
+                        <tr data-id="<?= $row['pt_id'] ?>">
                             <td><?= $index + 1 ?> &nbsp; <a href="<?php
                                         if(strtolower($row['action_type']) == "policy"){
                                             echo base_url('policy_tranction/inception/list') . '?pt_id=' . $row['id'] ;
@@ -142,9 +148,9 @@ table.dataTable tbody td {
                             <td style="display: none;"><?php echo empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
                             <td style="display: none;"><?php echo $row['ref'] ?: 'N/A'; ?></td>
                             <td style="display: none;"><?php echo $row['remarks'] ?: 'N/A'; ?></td>
-                            <td class="right-align-input"><?php echo $row['bp_amt'] ?: '0.00'; ?></td>
+                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['bp_amt'] ?: '0.00') : '0.00'; ?></td>
                             <td class="right-align-input"><?php echo $row['tp_or_ter'] ?: '0.00'; ?></td>
-                            <td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
+                            <td class="right-align-input"><?php echo ($row['total_irda_amt'] != 0.00) ? ($row['premium_wo_gst'] ?: '0.00') : '0.00'; ?></td>
                             <!-- <td class="right-align-input" style="display: none;"><?php echo $row['gst_amount']; ?></td> -->
                             <td class="right-align-input" style="display: none;"><?php echo $row['total_premium'] ?: '0.00'; ?></td>
                             <td class="right-align-input"><?php echo $row['agreed_bp_per'] ?: '0.00'; ?>%</td>
@@ -186,6 +192,12 @@ table.dataTable tbody td {
                                     number_format((float)$row['unbilled_amount'],2, '.', '');
                                 ?>
                             </td>
+                            <td style="display: none;"><?php echo $row['salse_person_name'] ?: 'N/A'; ?></td>
+                            <td style="display: none;"><?php echo $row['service_person_name'] ?: 'N/A'; ?></td>
+                            <td style="display: none;"><?php echo $row['nhance_branch'] ?: 'N/A'; ?></td>
+                            <td style="display: none;"><?php echo $row['installment'] ?: 'N/A'; ?></td>
+                            <td style="display: none;"><?php echo empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])) ?></td>
+                            <td style="display: none;"><?php echo empty($row['renewal_date']) ? 'N/A' : date('d/m/Y', strtotime($row['renewal_date'])) ?></td>
                         </tr>
                         <?php } ?>
                         <?php } ?>
@@ -546,6 +558,33 @@ $(document).ready(function() {
                 // $('#total_billed').text(totalBilled.toFixed(2));
                 // $('#total_unbilled').text(totalUnbilled.toFixed(2));
 
+                var getUniqueUnbilled = function(colIndex) {
+
+                    var rows = api.rows({ search: 'applied' }).nodes();  // get filtered nodes
+                    var maxRowPerId = {};  // store only the greatest row
+
+                    $(rows).each(function() {
+                        var rowId = $(this).data('id');          // read data-id
+                        var rowIndex = $(this).index();          // row index
+
+                        // Keep only the greatest row index per data-id
+                        if (!maxRowPerId[rowId] || rowIndex > maxRowPerId[rowId]) {
+                            maxRowPerId[rowId] = rowIndex;
+                        }
+                    });
+
+                    var total = 0;
+
+                    // Now sum only the selected rows
+                    $.each(maxRowPerId, function(id, rowIndex) {
+                        var value = api.cell(rowIndex, colIndex).data();
+                        value = parseFloat((typeof value === 'string') ? value.replace(/[^0-9.\-]+/g, '') : value) || 0;
+                        total += value;
+                    });
+
+                    return total;
+                };
+
                 // Helper to sum numeric values safely
                 var getTotal = function(colIndex) {
                     return api.column(colIndex, { search: 'applied' }).data()
@@ -563,17 +602,16 @@ $(document).ready(function() {
                 var totalRewards = getTotal(24);
                 var totalIrda    = getTotal(25);
                 var totalBilled  = getTotal(26);
-                var totalUnbilled = getTotal(27);
+                // var totalUnbilled = getTotal(27);
 
                 // Update the totals section above the table
                 $('#total_premium').text(totalPremium.toFixed(2));
                 $('#total_rewards').text(totalRewards.toFixed(2));
                 $('#total_irda').text(totalIrda.toFixed(2));
                 $('#total_billed').text(totalBilled.toFixed(2));
+                // $('#total_unbilled').text(totalUnbilled.toFixed(2));
+                var totalUnbilled = getUniqueUnbilled(27);
                 $('#total_unbilled').text(totalUnbilled.toFixed(2));
-
-
-
             }
         });
     } else {
@@ -641,9 +679,9 @@ function appendTableData(data) {
 }
 
 $('table tbody').on('click', 'td', function () {
-    var index = $(this).index();
+    var colIndex = $(this).index();
-    console.log('Clicked TD index:', index);
+    var rowIndex = $(this).closest('tr').index();
+    console.log('Row:', rowIndex, 'Column:', colIndex);
 });
 
-
 </script>