From f8dab3cb590eabd5548462b40137b11b10769fcd Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Mon, 6 Jul 2026 15:58:31 +0530
Subject: [PATCH] FIX_RENEWAL_POLICY_NOT_LISTED_IN_THE_POLICY_LIST_PAGE

---
 app/Controllers/ClientController.php |  2 +-
 app/Controllers/LeadsController.php  |  8 +++++++
 app/Models/LeadsModel.php            | 35 +++++++++++++++++++---------
 app/Views/client_list.php            |  2 +-
 app/Views/client_policy.php          |  2 +-
 5 files changed, 35 insertions(+), 14 deletions(-)

diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php
index 90b426ce..b56714a0 100755
--- a/app/Controllers/ClientController.php
+++ b/app/Controllers/ClientController.php
@@ -1037,7 +1037,7 @@ class ClientController extends AdminController
         $editData['client_branch']    = $this->clientBranchModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
         $editData['client_relation']  = $this->clientRMModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
         $editData['client_branch']['role'] = get_role_id();
-        $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList(null, $id, 'update');
+        $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList([1,3,2], $id, 'update');
         $clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($id);
 
         foreach ($clientPoliceData as $key => $value) {
diff --git a/app/Controllers/LeadsController.php b/app/Controllers/LeadsController.php
index ecc9ed74..bd343eee 100644
--- a/app/Controllers/LeadsController.php
+++ b/app/Controllers/LeadsController.php
@@ -4539,6 +4539,14 @@ class LeadsController extends BaseController
             return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => null], 200);
         }
 
+        if (empty($client_id) && ! empty($data['client_id'])) {
+            $client_id = $data['client_id'];
+        }
+
+        if (empty($branch_id) && ! empty($data['client_branch_id'])) {
+            $branch_id = $data['client_branch_id'];
+        }
+
         $result = $this->createClientPolicyWithLeadData($data, $client_id, $branch_id);
         // print_r($result); die;
 
diff --git a/app/Models/LeadsModel.php b/app/Models/LeadsModel.php
index 5ebd7f13..1d20863a 100644
--- a/app/Models/LeadsModel.php
+++ b/app/Models/LeadsModel.php
@@ -190,7 +190,7 @@ class LeadsModel extends Model
     public function getLeadForInsertClientList($type = null, $client_id = null, $from = null)
     {
         $query = $this->db->table('leads')
-            ->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg')
+            ->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg, policy_type.policy_type as policy_type_name')
             ->join('user_profiles', 'leads.created_by = user_profiles.id')
             ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
             ->where('leads.is_active', 1)
@@ -200,13 +200,24 @@ class LeadsModel extends Model
             $query->where("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)");
 
             if ($client_id) {
-                $query->join('clients', 'clients.id = ' . (int) $client_id)
-                    ->join('client_branch', 'client_branch.client_id = clients.id AND client_branch.is_active = 1')
-                    ->where('leads.client_name = clients.client_name', null, false)
-                    ->where('leads.client_short_name = clients.short_name', null, false)
-                    ->where('leads.branch_name = client_branch.branch_name', null, false)
-                    ->where('leads.branch_code = client_branch.branch_code', null, false)
-                    ->groupBy('leads.id');
+                $clientId = (int) $client_id;
+                $query->groupStart()
+                    ->where('leads.client_id', $clientId)
+                    ->orWhere(
+                        "EXISTS (
+                            SELECT 1
+                            FROM clients c
+                            INNER JOIN client_branch cb ON cb.client_id = c.id AND cb.is_active = 1
+                            WHERE c.id = {$clientId}
+                              AND leads.client_name = c.client_name
+                              AND leads.client_short_name = c.short_name
+                              AND leads.branch_name = cb.branch_name
+                              AND leads.branch_code = cb.branch_code
+                        )",
+                        null,
+                        false
+                    )
+                ->groupEnd();
             }
         } else {
             $query->groupStart()
@@ -214,14 +225,16 @@ class LeadsModel extends Model
                 ->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)")
             ->groupEnd();
 
-            if ($type) {
-                $query->whereIn('leads.lead_type', $type);
-            }
+            
             if ($client_id) {
                 $query->where('leads.client_id', $client_id);
             }
         }
 
+        if ($type) {
+            $query->whereIn('leads.lead_type', $type);
+        }
+
         $query->groupStart()
             ->where("policy_type.allocg != 'EB'")
             ->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
diff --git a/app/Views/client_list.php b/app/Views/client_list.php
index 88e26a8c..18b3a859 100755
--- a/app/Views/client_list.php
+++ b/app/Views/client_list.php
@@ -244,7 +244,7 @@ table.dataTable thead th {
                         <option value="">Select Opportunity</option>
                         <?php if(isset($lead_data)) { ?>
                             <?php foreach ($lead_data as $value) { ?>
-                                <option value="<?= $value['id']?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['user_name'] ?></option>
+                                <option value="<?= $value['id']?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['policy_type_name'] ?? 'N/A' ?> - <?= $value['user_name'] ?></option>
                             <?php } ?>
                         <?php } ?>
                     </select>
diff --git a/app/Views/client_policy.php b/app/Views/client_policy.php
index 101ab426..5b54fbe1 100755
--- a/app/Views/client_policy.php
+++ b/app/Views/client_policy.php
@@ -396,7 +396,7 @@ input:checked + .slider_blue::before {
                         <option value="">Select Opportunity</option>
                         <?php if(isset($lead_data)) { ?>
                             <?php foreach ($lead_data as $value) { ?>
-                                <option value="<?= $value['id']?>" data-clientid="<?= $value['client_id']?>", data-branchid="<?= $value['client_branch_id']?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['user_name'] ?></option>
+                                <option value="<?= $value['id']?>" data-clientid="<?= $value['client_id'] ?>" data-branchid="<?= $value['client_branch_id'] ?>"><?= $value['client_name'] ?> - <?= $value['branch_name'] ?> - <?= $value['policy_type_name'] ?? 'N/A' ?> - <?= $value['user_name'] ?></option>
                             <?php } ?>
                         <?php } ?>
                     </select>