diff --git a/app/Config/Routes.php b/app/Config/Routes.php
index e63fe383..3baa4314 100755
--- a/app/Config/Routes.php
+++ b/app/Config/Routes.php
@@ -37,7 +37,6 @@ $routes->get("view", "EmployeeController::viewECard/$1");
 $routes->get("checkWellnessOnboardStatus/(:any)", "EmployeeController::checkWellnessOnboardStatus/$1");
 $routes->get("initiateWellnessOnboard/(:any)", "EmployeeController::initiateWellnessOnboard/$1");
 $routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
-$routes->get("smapletest", "ClientController::smapletest");
 $routes->get("testMailAttachments", "ClientController::testMailAttachments");
 $routes->get("updatePolicyTermsKey", "ClientController::updatePolicyTermsKey");
 $routes->get("updateRemainderDate", "ClientController::updateRemainderDate");
@@ -560,6 +559,8 @@ $routes->group("/api", ["filter" => "authJWT"], function ($routes) {
 
 $routes->get("getSSORedirectUrl", "ApiServiceController::getSSORedirectUrl");
 $routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
+$routes->get("downloadCdSplitUpFile", "EmployeeRestController::downloadCdSplitUpFile");
+
 
 $routes->group("employeeRest", ['filter' => ['appSignature'] ], function ($routes) {
 
@@ -604,7 +605,7 @@ $routes->group("employeeRest", ['filter' => ['appSignature'] ], function ($route
 
 });
 
- $routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'appSignature', 'authJWT']], function ($routes) {
+$routes->group("employeeRest", ["filter" => ['GlobalPostFileUploadGuard', 'appSignature', 'authJWT']], function ($routes) {
 
     $routes->post('logout', 'RestAuthenticationController::logout');
 
@@ -687,8 +688,10 @@ $routes->group("employeeRest", ['filter' => ['appSignature'] ], function ($route
 
     // get insurer and policy type
     $routes->get("getPolicyTypeAndInsurer", "EmployeeRestController::getPolicyTypeAndInsurer");
-    $routes->get("downloadCdSplitUpFile", "EmployeeRestController::downloadCdSplitUpFile");
     $routes->get("getExcelFileErrors/(:any)", "EmployeeController::getExcelFileErrors/$1");
+    $routes->get("getPolicyAndEndorsementFiles", "EmployeeRestController::getPolicyAndEndorsementFiles");
+    $routes->get("downloadPolicyFiles", "EmployeeRestController::downloadPolicyFiles");
+    $routes->post("bulkEcardDownloadAsZip", "EmployeeRestController::bulkEcardDownloadAsZip");
 });
 
 $routes->get("hrFileDownload", "EmployeeRestController::hrFileDownload");
diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php
index 8ba51997..894f98c4 100755
--- a/app/Controllers/ClientController.php
+++ b/app/Controllers/ClientController.php
@@ -141,6 +141,7 @@ class ClientController extends AdminController
         $isDuplicate = $this->clientModel->isDuplicateByClientBranch($value, $field, $clientId, $branchId);
         return $this->response->setJSON(['isDuplicate' => $isDuplicate]);
     }
+
     public function checkDuplicateTableFieldValue()
     {
         $table = $this->request->getPost('table');
@@ -162,35 +163,6 @@ class ClientController extends AdminController
         return $this->response->setJSON(['isDuplicate' => $isDuplicate]);
     }
 
-    public function smapletest()
-    {
-        $headers = [
-            'S.No',
-            'NAME OF EMP/DEP',
-            'EMP ID',
-            // 'EMP/DEP TYPE',
-            // 'RELATIONSHIP CODE',
-            'DOB',
-            'GENDER',
-            'PRE EXISTING AILMENTS',
-            'BASIC COVER SI',
-            'DATE OF COVERAGE',
-            'AGE',
-            'RELATIONSHIP',
-            'REMARKS',
-            'POLICY END DATE',
-            'NO OF DAYS',
-            'TPA ID',
-            'UHID',
-            // 'PREMIUM',
-            'PRO RATA PREMIUM',
-            'GST',
-            'TOTAL AMOUNT'
-        ];
-        $filePath = generateExcelWithHeader($headers);
-        echo "Excel file created at: $filePath";
-    }
-
     public function testMailAttachments($email = 'venkateshraman786@gmail.com')
     {
         $message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table data-custom-table-css="table" class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
@@ -510,7 +482,6 @@ class ClientController extends AdminController
         // $this->loadLayout('client_onboarding', $data);
     }
 
-    
     public function typeList($id = null)
     {
         try {
@@ -547,7 +518,6 @@ class ClientController extends AdminController
         }
     }
 
-
     public function updateEmpAndPolicyStatus()
     {
         $return =  $this->clientPolicyModel->updateStatus();
@@ -678,7 +648,7 @@ class ClientController extends AdminController
 
         // echo "<pre>";
         // print_r($data); die;
-        $data['placeHolders'] = ['member_name', 'nhance_logo', 'tpa_id', 'ecard_download_link', 'client_logo', 'policy_no', 'member_summary', 'app_link', 'post_enrollment_app_link', 'client_name'];
+        $data['placeHolders'] = ['hr_name', 'member_name', 'nhance_logo', 'tpa_id', 'ecard_download_link', 'client_logo', 'policy_no', 'member_summary', 'app_link', 'post_enrollment_app_link', 'client_name'];
 
         // dd($data['placeHolders']);
 
@@ -982,7 +952,7 @@ class ClientController extends AdminController
                 }, $rawList)) : [];
         $editData['client_policy']['role'] = get_role_id();
         $editData['notification'] = $this->notificationModel->select('template_name,enabled')->where('client_id', $id)->findAll();
-        $editData['placeHolders'] = ['member_name', 'member_mobile', 'nhance_logo', 'tpa_id', 'ecard_download_link', 'client_logo', 'policy_no', 'member_summary', 'app_link', 'post_enrollment_app_link', 'client_name'];
+        $editData['placeHolders'] = ['hr_name', 'member_name', 'member_mobile', 'nhance_logo', 'tpa_id', 'ecard_download_link', 'client_logo', 'policy_no', 'member_summary', 'app_link', 'post_enrollment_app_link', 'client_name'];
         $editData['api_data'] = $this->clientApi->where("client_id", $id)->where("is_active", 1)->first();
         // dd($editData);
 
@@ -2088,6 +2058,7 @@ class ClientController extends AdminController
         $sanitized_post_data['enrolment_visibility']               = $sanitized_post_data['enrolment_visibility'] ?? null ? 1 : 0;
         $sanitized_post_data['is_lgbtq']                           = $sanitized_post_data['is_lgbtq'] ?? null ? 1 : 0;
         $sanitized_post_data['wellness_vendor_id']                 = !empty($sanitized_post_data['wellness_vendor_id']) ? $sanitized_post_data['wellness_vendor_id'] : null;
+        $sanitized_post_data['cd_ac_pk']                           = $sanitized_post_data['cd_ac_no']  ?? null;
 
 
         if ($policy_type_id == 1 || $policy_type_id == 2 || $policy_type_id == 6 || $policy_type_id == 7) {
@@ -2126,6 +2097,8 @@ class ClientController extends AdminController
 
         $insert = $this->clientPolicyModel->insert($sanitized_post_data);
         if ($insert) {
+            // this function to create a policy transaction entry at the time of client policy create
+            $this->createPolicyTransactionInceptionEntry($insert, $sanitized_post_data);
             $clientPoliceData =  $this->clientPolicyModel->getClientPolicyByClientId($sanitized_post_data['client_id']);
             $clientPoliceData['role'] = get_role_id();
             return $this->respond(['status' => true, 'code' => 200, 'data' => $clientPoliceData, 'client_id' => $client_id, 'method' => 'CERATE', 'post_data' => $insert], 200);
@@ -2310,6 +2283,29 @@ class ClientController extends AdminController
         }
     }
 
+    public function createPolicyTransactionInceptionEntry($client_policy_id, $data)
+    {   
+        $data['action_type'] = 'inception';
+        $data['client_policy_id'] = $client_policy_id;
+        $data['entry_from'] = 3;
+        $data['issuer_branch'] = 1;
+        $data['issuer'] = 2;
+        $data['status'] = 'completed';
+        $data['renewal_date'] = $data['policy_end_date'];
+        $data['bro_payable_by'] = 1;
+        $insert = $this->policyTransactionModel->insert($data);
+
+        if($insert){
+
+            $pcsd_data['pt_id'] = $insert;
+            $pcsd_data['insurer_id'] = $data['insurer_id'] ?? null;
+            $pcsd_data['insurer_branch_id'] = $data['insurer_branch_id'] ?? null;
+
+            $this->PTCOShareDetailsModel->insert($pcsd_data);
+        }
+        return $insert;
+    }
+
 
 
     // Save Rack Rate function
@@ -2843,7 +2839,6 @@ class ClientController extends AdminController
         }
     }
 
-
     private function updatePTCoShareTableEntry($policy_transaction_data, $old_client_policy_data, $data)
     {
         $updated_ids = [];
@@ -2889,9 +2884,6 @@ class ClientController extends AdminController
         ];
     }
 
-
-
-
     public function uploadVehicleFile($params = null)
     {
         $this->myLogger->logme('error', 'uploadVehicleFile function called');
@@ -6463,7 +6455,7 @@ class ClientController extends AdminController
         // $res = $EmpDataServiceController->importInceptionUpdateTPAandUHID(['file_id' => 310]); dd($res);//for live
         // $res = $EmpDataServiceController->getInceptionBasePremium(["13332","13333","13334","13335","13336"]); dd($res);//for live
         // $res = $EmpDataServiceController->getDeletionBasePremium(["13248","13250","13249","13247"], json_decode('{"employeeIds":["13248","13250","13249","13247"],"client_id":"3927","client_policy_id":"6183","client_branch_id":"1874","cd_ac_no":"CD9751909505","endorsement_no":"END1238","count":4,"event_name":"deletion","policy_name":"GMC","user_id":"48"}', true)); dd($res);//for live
-        // $res = $EmpDataServiceController->makeEntryForBDSPolicyTransaction(json_decode('{"client_policy_id":"6187","endorsement_no":null,"emp_count":5,"action_type":"inception","no_of_insured":3,"no_of_dependent":0}', true)); dd($res);//for live
+        // $res = $EmpDataServiceController->makeEntryForBDSPolicyTransaction(json_decode('{"client_policy_id":"6187","endorsement_no":"000000001","emp_count":5,"action_type":"addition","no_of_insured":3,"no_of_dependent":0, "base_premium" : "1000", "gst" : "180", "policy_issue_date" : "2025-12-31"}', true)); dd($res);//for live
         // $res = $EmpDataServiceController->sendMailForDownloadingECard(['ids' => $ids, 'client_policy_id' => $client_policy_id]);
         // $res = $this->employeePolicyModel->getDeletionEmployeeDataForExportExcel($batch_data, 1); dd($result);
         // $res = $this->employeePolicyModel->getSIEnhancementEmployeesDataForExportExcel($batch_data, 1);
@@ -8737,6 +8729,8 @@ class ClientController extends AdminController
         $member_ecard_mail_template              = $this->notificationModel->where('client_id', NULL)->where('template_name', 'member_ecard_mail')->get()->getResultArray()[0] ?? [];
 
         $member_common_mail_template             = $this->notificationModel->where('client_id', NULL)->where('template_name', 'member_common_mail')->get()->getResultArray()[0] ?? [];
+        
+        $hr_cd_insufficient_balance_mail_template  = $this->notificationModel->where('client_id', NULL)->where('template_name', 'hr_cd_insufficient_balance_mail')->get()->getResultArray()[0] ?? [];
 
         $default_member_welcome_mail_template = [
             'client_id'        => $client_id,
@@ -8808,6 +8802,20 @@ class ClientController extends AdminController
             'mail_content_copy' => null
         ];
 
+        $hr_cd_insufficient_balance_mail_template = [
+            'client_id'        => $client_id,
+            'template_name'    => 'hr_cd_insufficient_balance_mail',
+            'subject'          => $hr_cd_insufficient_balance_mail_template['subject'] ?? '',
+            'mail_content'     => $hr_cd_insufficient_balance_mail_template['mail_content'] ?? '',
+            'mail_content_json' => $hr_cd_insufficient_balance_mail_template['mail_content_json'] ?? '',
+
+            'created_by'       => get_session_userid(),
+            'created_at'       => date('Y-m-d H:i:s'),
+            'updated_by'       => null,
+            'updated_at'       => date('Y-m-d H:i:s'),
+            'mail_content_copy' => null
+        ];
+
         $this->myLogger->logme('error', 'Default Mail Template Data ' . json_encode([
             $default_member_welcome_mail_template,
             $default_member_remainder_mail_template,
@@ -8821,7 +8829,8 @@ class ClientController extends AdminController
             $default_member_remainder_mail_template,
             $default_member_review_and_summary_mail_template,
             $default_member_ecard_mail_template,
-            $default_member_common_mail_template
+            $default_member_common_mail_template,
+            $hr_cd_insufficient_balance_mail_template,
         ]);
 
 
diff --git a/app/Controllers/EmpDataServiceController.php b/app/Controllers/EmpDataServiceController.php
index f6cfb67a..4a4e9faf 100755
--- a/app/Controllers/EmpDataServiceController.php
+++ b/app/Controllers/EmpDataServiceController.php
@@ -734,17 +734,23 @@ class EmpDataServiceController extends BaseController
         if($export_data['insurer_or_tpa'] == 'insurer')
         {
             if (!empty($cash_balance)) {
-                if ((int) $cash_balance['balance']  < (int) $rounded_totals) {
-                    $this->myLogger->logme('error', 'Inception export failed due to insufficient deposit amount.');
-                    $this->myLogger->logme('error', 'Inception export failed due to insufficient deposit amount.  CASH BALANCE : {balance}  and  TOTAL AMOUNT : {total}', ['balance' => $cash_balance['balance'], 'total' => $totals]);
-                    session()->set('cd_balance', false);
-                    session()->set('cd_amount', $cash_balance['balance']);
-                    session()->set('excel_file_amt', $rounded_totals);
+                if ((int) $cash_balance['balance'] < (int) $totals) {
+                    clear_cd_balance_session(); // Clear old junk first
+                    
+                    $cd_session_data = json_encode([
+                        'cd_balance' => false, 
+                        'cd_amount' => $cash_balance['balance'], 
+                        'excel_file_amt' => $totals
+                    ]);
+                    
+                    session()->set('cd_balance_info', $cd_session_data);
+                    session()->set('cd_balance', 'insufficient'); // Use a string status for clarity
+                    
+                    $hr_data = $this->getHrdataForInsufficientMailSend($export_data['client_branch_id']);
+                    session()->set('hr_data', json_encode(['client_id' => $export_data['client_id'], 'hr_data' => $hr_data]));
                 }else{
-                    session()->set('cd_balance', true);
-                    session()->set('cd_amount', $cash_balance['balance']);
-                    session()->set('excel_file_amt', $rounded_totals);
-
+                    session()->set('cd_balance', 'sufficient'); // Use a string status for clarity
+                    session()->set('cd_balance_info', null);
                 }
             }
         }
@@ -1065,17 +1071,23 @@ class EmpDataServiceController extends BaseController
             if($export_data['insurer_or_tpa'] != 'tpa')// check overal emp premium amt with cd balance only for insurer export, not tpa export
             { 
                 if (!empty($cash_balance)) {
-                    if ((int) $cash_balance['balance']  < (int) $totals) {
-                        $this->myLogger->logme('error', 'Inception export failed due to insufficient deposit amount.');
-                        $this->myLogger->logme('error', 'Inception export failed due to insufficient deposit amount.  CASH BALANCE : {balance}  and  TOTAL AMOUNT : {total}', ['balance' => $cash_balance['balance'], 'total' => $totals]);
-                        session()->set('cd_balance', false);
-                        session()->set('cd_amount', $cash_balance['balance']);
-                        session()->set('excel_file_amt', $totals);
+                    if ((int) $cash_balance['balance'] < (int) $totals) {
+                        clear_cd_balance_session(); // Clear old junk first
+                        
+                        $cd_session_data = json_encode([
+                            'cd_balance' => false, 
+                            'cd_amount' => $cash_balance['balance'], 
+                            'excel_file_amt' => $totals
+                        ]);
+                        
+                        session()->set('cd_balance_info', $cd_session_data);
+                        session()->set('cd_balance', 'insufficient'); // Use a string status for clarity
+                        
+                        $hr_data = $this->getHrdataForInsufficientMailSend($export_data['client_branch_id']);
+                        session()->set('hr_data', json_encode(['client_id' => $export_data['client_id'], 'hr_data' => $hr_data]));
                     }else{
-                        session()->set('cd_balance', true);
-                        session()->set('cd_amount', $cash_balance['balance']);
-                        session()->set('excel_file_amt', $totals);
-
+                        session()->set('cd_balance', 'sufficient'); // Use a string status for clarity
+                        session()->set('cd_balance_info', null);
                     }
                 }
             }
@@ -2218,7 +2230,7 @@ class EmpDataServiceController extends BaseController
         //send ecard mail if the event is tpa only
         if ($file['insurer_or_tpa'] == 'tpa') {
 
-            if ($get_policy_type['policy_type_id'] != 1) {
+            if (in_array($get_policy_type['policy_type_id'], [2, 3])) {
 
                 // generate e-card and store S3
                 $r = Jobs::addJob(['job_name' => 'bulkGenerateEcardAndStoreinS3', 'payload' => ['client_policy_id' => $client_policy_id]]);
@@ -2634,7 +2646,7 @@ class EmpDataServiceController extends BaseController
             'status' =>  $status_val,
         ]);
 
-        if($client_policy_data['policy_type_id'] != 1){
+        if(in_array($client_policy_data['policy_type_id'], [2, 3])){
             // re-generate e-card and store S3
             $r = Jobs::addJob(['job_name' => 'bulkGenerateEcardAndStoreinS3', 'payload' => ['client_policy_id' => $client_policy_id]]);
         }
diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php
index db0468ae..8baab690 100755
--- a/app/Controllers/EmployeeController.php
+++ b/app/Controllers/EmployeeController.php
@@ -31,6 +31,7 @@ use App\Models\UserModel;
 use App\Models\PartnerEndorsementRequestModel;
 use App\Models\TpaApiDataModel;
 use App\Models\LevelContactModel;
+use App\Models\NotificationModel;
 
 
 use App\Controllers\Jobs;
@@ -484,7 +485,17 @@ class EmployeeController extends AdminController
     }
 
     public function getExcelFileErrors($file_id, $retun_type = null)
-    {
+    {   
+
+        $file_data = $this->fileModel->where('id', $file_id)->first();
+        $error = json_decode($file_data['reason'] ?? '{}', true);
+        if(!empty($error) && $retun_type == 'api'){
+            $send = isset($error['error_summary'][5]) || isset($error['error_summary'][6]) ? true : false;
+            if($send){
+                return $this->respond(['status' => false, 'code' => 404,  'message' => $error['error_data'] ?? 'System error', 'data' => []], 200);
+            }
+        }
+
         // $file_id = $this->request->uri->getSegment(3);
         $empServiceController = new EmployeeServiceController();
 
@@ -4544,7 +4555,6 @@ class EmployeeController extends AdminController
         }
     }
 
-
     public function insufficientCdBalanceHrMailSend()
     {
         $post_data = $this->request->getJson(true);
@@ -4555,29 +4565,38 @@ class EmployeeController extends AdminController
 
         $client_data = $this->clientModel->where('is_active', 1)->where('id', $post_data['client_id'])->first();
 
-        $common['mail_type'] = "insufficient_cd_balance_by_hr";
+        if(empty($client_data)){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No client found'], 200);
+        }
+
+        $notificationModal = new NotificationModel();
+        $notification_data = $notificationModal
+                ->where('client_id', $post_data['client_id'])
+                ->where('template_name', 'hr_cd_insufficient_balance_mail')
+                ->first();
+
+        if(empty($notification_data)){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No template found'], 200);
+        }
+
+        if(empty($notification_data['subject']) || empty($notification_data['mail_content'])){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'Template subject or mail content is empty'], 200);
+        }
+    
+        if(empty($notification_data['enabled']) || $notification_data['enabled'] != 1){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'Template is disabled'], 200);
+
+        }
+
+        $common['mail_type'] = "hr_cd_insufficient_balance_mail";
         $common['client_id'] = $post_data['client_id'];
-        $subject = 'Insufficient CD Balance Notification';
-        $mail_content = '
-            Dear {{HR_NAME}},
-
-            Greetings from Nhance.
-
-            We would like to inform you that the CD balance for {{CLIENT_NAME}} is currently low / insufficient, which may impact further processing of insurance-related activities.
-
-            Kindly request you to credit the required amount at the earliest to avoid any service disruption.
-
-            Please let us know once the amount is credited, or if you need any clarification from our end.
-
-            Thank you for your support and cooperation.
-        ';
-
+        $subject = $notification_data['subject'];
+        $mail_content = $notification_data['mail_content'];
 
         foreach ($post_data['mails'] as $hr_id => $hr_data) {
 
-            $mail_content = str_ireplace('{{HR_NAME}}', $hr_data['name'], $mail_content);
-            $mail_content = str_ireplace('{{CLIENT_NAME}}', $client_data['client_name'], $mail_content);
-
+            $mail_content = str_ireplace('{{hr_name}}', $hr_data['name'], $mail_content);
+            $mail_content = str_ireplace('{{client_name}}', $client_data['client_name'], $mail_content);
             $res = MailHelper::send_email(['mail' => $hr_data['mail'], 'subject' => $subject, 'message' => $mail_content, 'common' => $common]);
         }
 
diff --git a/app/Controllers/EmployeeRestController.php b/app/Controllers/EmployeeRestController.php
index 14c8d1e2..11a9ebc9 100755
--- a/app/Controllers/EmployeeRestController.php
+++ b/app/Controllers/EmployeeRestController.php
@@ -41,6 +41,8 @@ use App\Models\InsurerModel;
 use App\Models\HrFileUploadModel;
 use App\Models\EmployeeRetailPolicy;
 use App\Models\BatchFileModel;
+use App\Models\ClientDepositModel;
+use App\Models\PTFileModel;
 
 
 
@@ -2372,6 +2374,8 @@ class EmployeeRestController extends AdminController
             $value['totalMembersCount'] = count($employeeDetails);
             $value['membersCountOfActive'] = $activeCount;
             $value['membersCountOfInactive'] = $inactiveCount;
+            $value['is_ecard_bulk_download'] = 0;
+            $value['is_ecard_bulk_download_for_employee'] = 0;
 
 
             array_push($result, $value);
@@ -3625,6 +3629,12 @@ class EmployeeRestController extends AdminController
         $get_docs_name = $this->request->getPost('claim_doc_names') ?? [];
         $policy_transaction_id = $this->request->getPost('policy_transaction_id') ?? null;
 
+
+        if (is_string($received_data['client_id']) && preg_match('/^[a-f0-9]{32}$/i', $received_data['client_id'])) {
+            $client_data = $this->clientModel->where('MD5(id)', $received_data['client_id'])->first();
+            $received_data['client_id'] = $client_data['id'] ?? null;
+        } 
+
         $client_policy_data = $this->clientPolicyModel->where('id', $received_data['client_policy_id'] ?? null)->first();
 
         $isduplicate = checkDuplicateClaim([
@@ -4578,15 +4588,15 @@ class EmployeeRestController extends AdminController
 
         // Prepare data
         $data = [
-            'client_id'        => $this->request->getPost('client_id'),
-            'client_branch_id' => $this->request->getPost('client_branch_id'),
-            'policy_id'        => $this->request->getPost('policy_id'),
-            'policy_no'        => $this->request->getPost('policy_no'),
+            'client_id'        => $post_data['client_id'],
+            'client_branch_id' => $post_data['client_branch_id'],
+            'policy_id'        => $post_data['policy_id'],
+            'policy_no'        => $post_data['policy_no'],
             'file_name'        => $newFileName,
-            'file_action'      => $this->request->getPost('file_action'),
+            'file_action'      => $post_data['file_action'],
             'status'           => 'Yet to start',
-            'created_by'       => $this->request->getPost('created_by'),
-            'updated_by'       => $this->request->getPost('created_by'),
+            'created_by'       => $post_data['created_by'],
+            'updated_by'       => $post_data['created_by'],
         ];
 
         // Save into DB
@@ -4609,14 +4619,16 @@ class EmployeeRestController extends AdminController
         $responce = $employeeController->employeesUplodWithEvents($post_data);
         // print_r($responce); die;
 
-        if($responce['status']){
-            $file_data = $this->getDataFromHrFilesTable(['file_id' => $responce['file_id']]);
-            $responce['data'] = $file_data;
-            return $responce;
-        }else{
-            $responce['data'] = [];
-            return $responce;
-        }
+        return $responce;
+
+        // if(isset($responce['file_id'])){
+        //     $file_data = $this->getDataFromHrFilesTable(['hr_id' => $responce['created_by']]);
+        //     $responce['data'] = $file_data;
+        //     return $responce;
+        // }else{
+        //     $responce['data'] = [];
+        //     return $responce;
+        // }
     }
 
     private function giveNotificationToClientsAccountManager($data)
@@ -4848,7 +4860,7 @@ class EmployeeRestController extends AdminController
                         THEN hr_file_upload.status 
                         ELSE CONCAT(UCASE(LEFT(f.status, 1)), LCASE(SUBSTRING(f.status, 2))) 
                     END AS status,
-                    '1' as file_error_status
+                    '0' as file_error_status
                 ", false)
             ->join('clients c', 'c.id = hr_file_upload.client_id AND c.is_active = 1', 'left')
             ->join('client_branch cb', 'cb.id = hr_file_upload.client_branch_id AND cb.is_active = 1', 'left')
@@ -4883,6 +4895,7 @@ class EmployeeRestController extends AdminController
         }
 
         // Execute query
+        $builder->orderBy('hr_file_upload.id', 'DESC');
         $data = $builder->get()->getResultArray();
 
         if(!empty($data)){
@@ -4903,7 +4916,7 @@ class EmployeeRestController extends AdminController
                     files.policy_id, 
                     cp.policy_no, 
                     files.file_name, 
-                    files.action, 
+                    files.action as file_action, 
                     files.created_at, 
                     files.created_by, 
                     files.updated_at, 
@@ -4937,7 +4950,11 @@ class EmployeeRestController extends AdminController
         }
 
         if (isset($search_data['client_id']) && !empty($search_data['client_id'])) {
-            $builder->where("files.client_id", $search_data['client_id']);
+            if (is_string($search_data['client_id']) && preg_match('/^[a-f0-9]{32}$/i', $search_data['client_id'])) {
+                $builder->where("MD5(files.client_id)", $search_data['client_id']);
+            } else {
+                $builder->where("files.client_id", $search_data['client_id']);
+            }
         }
 
         if (isset($search_data['file_id']) && !empty($search_data['file_id'])) {
@@ -4946,6 +4963,7 @@ class EmployeeRestController extends AdminController
 
 
         // Execute query
+        $builder->orderBy('files.id', 'DESC');
         $data = $builder->get()->getResultArray();
 
         if (!empty($data)) {
@@ -5412,6 +5430,7 @@ class EmployeeRestController extends AdminController
         }
     }
 
+
     public function getHrDashboad()
     {
         // $dashboard_id = $this->request->getGet('dashboard_id') ?? null;
@@ -5455,4 +5474,116 @@ class EmployeeRestController extends AdminController
     }
           
 
+    // get policy files
+    public function getPolicyAndEndorsementFiles()
+    {
+        $cd_ac_pk = $this->request->getGet('cd_ac_pk') ?? null;
+
+        $cdModel = new ClientDepositModel();
+        $cd_data = $cdModel->where('id', $cd_ac_pk)
+                            ->where('is_active', 1)
+                            ->where('client_policy_id IS NOT NULL')
+                            ->first();
+
+        if(empty($cd_data)){
+            $this->myLogger->logme('error', 'getPolicyAndEndorsementFiles: No Client Deposit data found for cd_ac_pk=' . $cd_ac_pk);
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No file found', 'data' => []], 200);
+        }
+
+        $client_policy_data = $this->clientPolicyModel
+                                    ->where('id', $cd_data['client_policy_id'])
+                                    ->where('is_active', 1)
+                                    ->first();
+
+        if(empty($client_policy_data)){
+            $this->myLogger->logme('error', 'getPolicyAndEndorsementFiles: No Client Policy data found for client_policy_id=' . $cd_data['client_policy_id']);
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No file found', 'data' => []], 200);
+        }
+
+        $policyTransactionModel = new PolicyTransactionModel();
+        $policy_transaction_data = $policyTransactionModel
+                                ->where('is_active', 1)
+                                ->where('policy_no', $client_policy_data['policy_no'])
+                                ->where('action_type', $cd_data['event_name'])
+                                ->findAll();
+
+        if(empty($policy_transaction_data)){
+            $this->myLogger->logme('error', 'getPolicyAndEndorsementFiles: No Policy Transaction data found for policy_no=' . $client_policy_data['policy_no']);
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No file found', 'data' => []], 200);
+        }
+
+        $policy_transaction_ids = array_column($policy_transaction_data, 'id');
+
+
+        $ptFilesModel = new PTFileModel();
+        $pt_files_data = $ptFilesModel->where('is_active', 1)->whereIn('pt_id', $policy_transaction_ids)->findAll();
+
+        if(empty($pt_files_data)){
+            $this->myLogger->logme('error', 'getPolicyAndEndorsementFiles: No PT Files data found for pt_ids=' . implode(',', $policy_transaction_ids));
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No file found', 'data' => []], 200);
+        }
+
+                   
+        return $this->respond(['status' => true, 'code' => 200, 'message' => 'Files found', 'data' => $pt_files_data], 200);
+ 
+    }
+
+    // download policy file
+    public function downloadPolicyFiles()
+    {   
+        $pt_file_id = $this->request->getGet('file_id') ?? null;
+
+        if(empty($pt_file_id)){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'File ID is required'], 200);
+        }
+
+        $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
+
+        $ptFilesModel = new PTFileModel();
+        $pt_files_data = $ptFilesModel->where('is_active', 1)->where('id', $pt_file_id)->first();
+
+        if(empty($pt_files_data)){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'The Physical File Not Found in server'], 200);
+        }
+
+        $filePath = $uploadFilePath . '/' . $pt_files_data['file_name'];
+
+        if (!file_exists($filePath)) {
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'The Physical File Not Found in server'], 200);
+        }
+
+        // Force file download
+        return $this->response->download($filePath, null)->setFileName($pt_files_data['file_name']);
+    }
+
+    public function bulkEcardDownloadAsZip()
+    {
+        $received_data = $this->request->getJSON(true) ?? null;
+        $this->myLogger->logme('error', 'bulkEcardDownloadAsZip: Received payload = ' . json_encode($received_data ?? []));
+
+        if(empty($received_data['client_policy_id']) && empty($received_data['emp_policy_ids'])){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'client_policy_id or employee_policy_ids is required'], 200);
+        }
+
+        if(empty($received_data['hr_id'])){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'hr_id is required'], 200);
+        }
+
+        $employee_data = $this->employeePolicyModel->getEmployeeDataWithPolicyUsingClientPolicyIdOrEmployeePolicyIds($received_data);
+
+        if(empty($employee_data)){
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'No employee data found for the policy'], 200);
+        }
+        
+        $received_data['folder_name'] = 'bulk_ecards_' . $employee_data[0]['policy_no'] . '_' . date('Y-m-d_H-i-s');
+
+        // Dispatch background job to process the bulk e-card download
+        $r = Jobs::addJob(['job_name' => 'bulkEcardDownloadAsZipFromS3', 'payload'  => $received_data]);
+        $this->myLogger->logme('error', 'bulkEcardDownloadAsZip: Job dispatched with result = ' . json_encode($r ?? []));
+        
+        return $this->respond(['status' => true, 'code' => 200, 'message' => 'Bulk E-card download process started. Link share your mail'], 200);
+
+    }        
+
+
 }
diff --git a/app/Controllers/NotificationController.php b/app/Controllers/NotificationController.php
index b0e5b4cf..8014f0c5 100755
--- a/app/Controllers/NotificationController.php
+++ b/app/Controllers/NotificationController.php
@@ -94,7 +94,8 @@ class NotificationController extends AdminController
             'member_ecard_mail_btn',
             'member_review_and_summary_mail_btn',
             'account_maneger_summary_mail_btn',
-            'client_hr_summary_mail_btn'
+            'client_hr_summary_mail_btn',
+            'hr_cd_insufficient_balance_mail_btn',
         ];
         $data = [];
         $emptyTemplate = [];
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index dc57d03f..592e7405 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -2273,6 +2273,9 @@
             // print_r($data); 
             // die;
 
+            $file_data = $this->request->getFiles() ?? null;
+            $data['file_data'] = $file_data ?? null;
+
             if (!isset($data['policy_with_corr'])) {
                 $data['policy_with_corr'] = 0;
             } elseif ($data['policy_with_corr']) {
@@ -2416,6 +2419,11 @@
                 $this->handleCompletedStatus($data, $insert);
                 $this->insertOrUpdateCoShareDetails($data, $insert);
 
+                // policy file upload 
+                if(isset($data['doc_name']) && isset($data['file_data']) && !empty($data['doc_name']) && !empty($data['file_data'])){
+                    $this->uploadFile($data['doc_name'], $data['file_data'], $insert);
+                }
+
                 return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
             }
 
@@ -2688,6 +2696,20 @@
             // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
             $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
 
+            $ptFileQuery = $this->PTFileModel
+                ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+                ->where('pt_files.pt_id', $id)
+                ->where('pt_files.is_active', 1);
+
+            if (!in_array(get_role_id(), [1, 5]) && empty(array_intersect(user_team(), [MANAGEMENT_TEAM_ID, FINANCE_TEAM_ID, BUSINESS_TEAM_ID]))) {
+
+                if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+                    $ptFileQuery->where('pt_files.created_by', get_session_userid());
+                }
+            }
+
+            $data['pt_files'] = $ptFileQuery->findAll();
+
             if ($data) {
                 return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
             } else {
diff --git a/app/Controllers/TicketController.php b/app/Controllers/TicketController.php
index 1dbe0636..abb02e17 100644
--- a/app/Controllers/TicketController.php
+++ b/app/Controllers/TicketController.php
@@ -1151,9 +1151,9 @@ class TicketController extends BaseController
                 'errors' => ['required' => 'Employee Email is required']
             ],
 
-            'client_name' => [
+            'client_id' => [
                 'rules'  => 'required',
-                'errors' => ['required' => 'Client Name is required']
+                'errors' => ['required' => 'Client ID is required']
             ],
 
             'insurer_id' => [
@@ -1335,9 +1335,9 @@ class TicketController extends BaseController
                 'errors' => ['required' => 'Employee Email is required']
             ],
 
-            'client_name' => [
+            'client_id' => [
                 'rules'  => 'required',
-                'errors' => ['required' => 'Client Name is required']
+                'errors' => ['required' => 'Client ID is required']
             ],
 
             'insurer_id' => [
diff --git a/app/Helpers/utility_helper.php b/app/Helpers/utility_helper.php
index 919fd49c..178ec18a 100755
--- a/app/Helpers/utility_helper.php
+++ b/app/Helpers/utility_helper.php
@@ -947,21 +947,37 @@ if (!function_exists('validateExcelFile')) {
 
     function validateExcelFile($file)
     {
-        $allowed = [
+        // 1. Check if the file was uploaded without errors
+        if (! $file->isValid() || $file->hasMoved()) {
+            return false;
+        }
+
+        // 2. Size check (16MB)
+        if ($file->getSizeByUnit('mb') > 16) {
+            return false;
+        }
+
+        // 3. Define allowed types
+        $allowedMimes = [
             'application/vnd.ms-excel',
             'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet',
-            'application/vnd.oasis.opendocument.spreadsheet'
+            'application/vnd.oasis.opendocument.spreadsheet',
+            'application/zip',
+            'application/octet-stream'
         ];
 
-        // if ($file->getError() !== UPLOAD_ERR_OK) return 'Upload error';
-        // if ($file->getSize() > (16 * 1024 * 1024)) return 'File too large';
-        // if (!in_array($file->getClientMimeType(), $allowed, true)) return 'Invalid file type';
-        
-        if ($file->getError() !== UPLOAD_ERR_OK) return false;
-        if ($file->getSize() > (16 * 1024 * 1024)) return false;
-        if (!in_array($file->getClientMimeType(), $allowed, true)) return false;
+        $allowedExtensions = ['xls', 'xlsx', 'ods', 'xlsm'];
 
-        return true;
+        // Get the actual values using CI4 methods
+        $mime = $file->getClientMimeType();
+        $extension = $file->getExtension(); // This is the CI4 method
+
+        // 4. Validate
+        if (in_array($mime, $allowedMimes) || in_array($extension, $allowedExtensions)) {
+            return true;
+        }
+
+        return false;
     }
 }
 
diff --git a/app/Models/ClientPolicyModel.php b/app/Models/ClientPolicyModel.php
index 6a7c3cac..b11c97f6 100755
--- a/app/Models/ClientPolicyModel.php
+++ b/app/Models/ClientPolicyModel.php
@@ -303,7 +303,7 @@ class ClientPolicyModel extends Model
             $caseSql = "";
         }
 
-        $url = base_url('employeeRest/downloadCdSplitUpFile?id=');
+        $url = base_url('downloadCdSplitUpFile?id=');
 
         // Fetch the deposit data based on client and insurer IDs       
        $query = $this->db->table('cash_deposit')
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index 7df0e021..395e97bf 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -280,6 +280,14 @@ class EmployeePolicyModel extends Model
             'cp.policy_no',
             'cp.policy_type_id',
             'cp.is_addon',
+            '( 
+                select id from employees 
+                where emp_code = emp.emp_code 
+                and client_id = emp.client_id 
+                and lower(relationship) = "self" 
+                and is_active = 1 
+                limit 1 
+            ) as self_employee_id',
             $ecard_download_link
         ])
             ->join('employees emp', 'employee_polices.employee_id = emp.id')
diff --git a/app/Views/fedeploy.php b/app/Views/fedeploy.php
index eca24795..56228bac 100644
--- a/app/Views/fedeploy.php
+++ b/app/Views/fedeploy.php
@@ -1,54 +1,90 @@
-<form action="<?= base_url('fedeploy'); ?>" method="post" enctype="multipart/form-data">
-    <!-- Single zip upload -->
-    <div>
-        <label for="zip_file">Zip File</label>
-        <input type="file" name="zip_file" id="zip_file" required>
-    </div>
+<div class="container-fluid-min">
+  <div class="card mb-1">
+    <!---- new -----> 
+    <div class="row">
+        <div class="col-12">
+          <div class="card-body">
+            <div class="custom-form">
+            <form role="form" class="parsley-examples" action="<?= base_url('fedeploy'); ?>" method="post" enctype="multipart/form-data">
+                <!-- Single zip upload -->
+                <div class="form-group row">
+                    <label for="zip_file" class="col-md-4 col-form-label">Zip File</label>
+                    <div class="col-md-5">
+                            <div class="input-icon">
+                                <input type="file" class="form-control" id="zip_file" name="zip_file" >
+                                <i class="mdi mdi-upload additional-icon"></i>
+                            </div>
+                    </div>
+                </div>
 
-    <div>
-        <label for="zip_folder">Zip Folder (inside zip to deploy)</label>
-        <select name="zip_folder" id="zip_folder">
-            <option value="web/">web/</option>
-            <!-- <option value="dist/">dist/</option> -->
-        </select>
-    </div>
+                <!-- Zip Folder-->
+                <div class="form-group row">
+                    <label for="zip_folder" class="col-md-4 col-form-label">Zip Folder (inside zip to deploy)</label>
+                    <div class="col-md-5">                    
+                        <select name="zip_folder" id="zip_folder" class="form-control">
+                            <option value="web/">web/</option>
+                            <!-- <option value="dist/">dist/</option> -->
+                        </select>
+                    </div>
+                </div>
 
-    <div>
-        <label for="s3_bucket">S3 Bucket</label>
-        <select name="s3_bucket" id="s3_bucket">
-            <option value="uat-benefits-app-bucket">UAT Benefits</option>
-            <option value="uat-hr-app-bucket">UAT HR</option>
-            <option value="benefits-app-bucket">Live Benefits</option>
-            <option value="live-hr-app-bucket">Live HR</option>
-        </select>
-    </div>
+                <div class="form-group row">
+                    <label class="col-md-4 col-form-label" for="s3_bucket">S3 Bucket</label>
+                    <div class="col-md-5">
+                            <select name="s3_bucket" id="s3_bucket" class="form-control">
+                                <option value="uat-benefits-app-bucket">UAT Benefits</option>
+                                <option value="uat-hr-app-bucket">UAT HR</option>
+                                <option value="benefits-app-bucket">Live Benefits</option>
+                                <option value="live-hr-app-bucket">Live HR</option>
+                            </select>    
+                    </div>
+                </div>
 
-    <div>
-        <label for="s3_prefix">S3 Prefix</label>
-        <input type="text" name="s3_prefix" id="s3_prefix" value="/*">
-    </div>
+                <!-- S3 Prefix -->
+                <div class="form-group row">
+                    <label class="col-md-4 col-form-label" for="s3_prefix">S3 Prefix</label>
+                    <div class="col-md-5">
+                        <input type="text" name="s3_prefix" id="s3_prefix" value="/*" class="form-control">
+                    </div>
+                </div>
 
-    <div>
-        <label for="cf_distribution_id">CloudFront Distribution ID (optional)</label>
-        <!-- <input type="text" name="cf_distribution_id" id="cf_distribution_id" value="E1MKRK4U5MZ3BD"> -->
-        <select name="cf_distribution_id" id="cf_distribution_id">
-            <option value="EUBZ8CDSV9KZZ">UAT Benefits</option>
-            <option value="E9TNPRI9ITM1M">UAT HR</option>
-            <option value="E1MKRK4U5MZ3BD">Live Benefits</option>
-            <option value="E3TE01DPKHTD8B">Live HR</option>
-        </select>
-    </div>
+                <!-- CloudFront Distribution -->
+                <div class="form-group row">
+                    <label for="cf_distribution_id" class="col-md-4 col-form-label">CloudFront Distribution ID (optional)</label>
+                    <div class="col-md-5">
+                        <select name="cf_distribution_id" id="cf_distribution_id" class="form-control">
+                            <option value="EUBZ8CDSV9KZZ">UAT Benefits</option>
+                            <option value="E9TNPRI9ITM1M">UAT HR</option>
+                            <option value="E1MKRK4U5MZ3BD">Live Benefits</option>
+                            <option value="E3TE01DPKHTD8B">Live HR</option>
+                        </select>
+                    </div>
+                </div>
 
-    <div>
-        <label for="cf_paths">
-            CloudFront Invalidation Paths (comma or newline separated, e.g. <code>/hr/*,/hr/special/*</code>)
-        </label>
-        <input type="text" name="cf_paths" id="cf_paths" value="/*">
-        <!-- If you prefer multi-line, use <textarea> instead of <input> -->
-    </div>
+                <!-- CloudFront Invalidation -->
+                <div class="form-group row">
+                    <label class="col-md-4 col-form-label" for="cf_paths"> CloudFront Invalidation Paths (comma or newline separated, e.g. <code>/hr/*,/hr/special/*</code>) </label>
+                    <div class="col-md-5 d-flex align-items-center">
+                        <input type="text" name="cf_paths" id="cf_paths" value="/*" class="form-control">
+                    </div>
+                </div>
+
+
+                <!-- Buttons -->
+                <div class="form-group row">
+                <div class="col-md-12 text-right">
+                    <button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Deploy</button>
+                </div>
+                </div>
+            </form>
+           </div>
+          </div>
+        </div> <!-- end col-->
+    </div>
+    <!---- ends ------>
+  </div>
+</div>
 
-    <button type="submit">Deploy</button>
-</form>
 <script>
 document.addEventListener('DOMContentLoaded', function () {
     const bucketToDistributionMap = {
diff --git a/app/Views/notification.php b/app/Views/notification.php
index 93e8213e..7948a3a4 100755
--- a/app/Views/notification.php
+++ b/app/Views/notification.php
@@ -131,6 +131,8 @@
                 $member_review_and_summary_mail = 0;
                 $account_maneger_summary_mail = 0;
                 $client_hr_summary_mail = 0;
+                $hr_cd_insufficient_balance_mail = 0;
+
                 if (isset($notification)) {
                     foreach ($notification as $value) {
 
@@ -161,6 +163,10 @@
                         if ($value['template_name'] == 'client_hr_summary_mail') {
                             $client_hr_summary_mail = $value['enabled'];
                         }
+
+                        if ($value['template_name'] == 'hr_cd_insufficient_balance_mail') {
+                            $hr_cd_insufficient_balance_mail = $value['enabled'];
+                        }
                     }
                 }
                 ?></p>
@@ -265,6 +271,7 @@
                         </div>
                     </div>
                 </div>
+
                 <!-- member review and summary mail -->
                 <div class="form-group col-md-6 mail-row">
                     <div class="mail-section">
@@ -283,6 +290,26 @@
                     </div>
 
 
+                </div>
+
+                <!-- Hr cd insifficient mail -->
+                <div class="form-group col-md-6 mail-row">
+                    <div class="mail-section">
+                        <div class="left">
+                            <label class="switch">
+                                <input id="hr_cd_insufficient_balance_mail_btn" type="checkbox" name="hr_cd_insufficient_balance_mail_btn" <?= $hr_cd_insufficient_balance_mail == 1 ? 'checked' : '' ?>>
+                                <span class="slider round"></span>
+                            </label>
+                            <span class="ml-2"> HR CD Insufficient Balance Mail</span>
+                        </div>
+                        <div class="right">
+                            <a href="" data-toggle="modal" id="hr_cd_insufficient_balance_mail" onclick="getMailTemplateData(this)" data-target="#hr_cd_insufficient_balance_mail_modal">
+                                <i class="mdi mdi-pencil"></i>
+                            </a>
+                        </div>
+                    </div>
+
+
                 </div>
             </div>
 
@@ -988,6 +1015,89 @@
     </div> <!-- /.modal-dialog -->
 </div> <!-- /.modal -->
 
+<!-- 7 Modal content for the Large example => CD balance insufficent HR mail sent -->
+<div class="modal fade" id="hr_cd_insufficient_balance_mail_modal" tabindex="-1" role="dialog" aria-labelledby="myLargeModalLabel"
+    aria-hidden="true" aria-modal="true" data-backdrop="static">
+    <div class="modal-dialog modal-full-width">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="myLargeModalLabel"> HR CD Insufficient Balance Mail <span id="nameOfThePolicy"></span></h4>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body">
+
+                <div class="text-center" id="no_data"></div>
+
+                <form role="form" class="parsley-examples" method="post" id="hr_cd_insufficient_balance_mail_form" enctype="multipart/form-data">
+                        <div class="form-group">
+
+                            <div class="form-row" id="rac_rate_dropdown">
+                                <div class="form-group col-md-2">
+                                    <label for="template_name">Template Name</label>
+                                </div>
+                                <div class="form-group col-md-5">
+                                    <input type="text" id="template_name" name="template_name" value="HR CD Insufficient Balance Mail" readonly class="form-control" placeholder="Template Name">
+                                </div>
+                            </div>
+
+                            <div class="form-row" id="rac_rate_dropdown">
+                                <div class="form-group col-md-2">
+                                    <label for="subject">Subject</label>
+                                </div>
+                                <div class="form-group col-md-5">
+                                    <input type="text" id="subject" name="subject" class="form-control" placeholder="Subject">
+                                </div>
+                                <div class="form-group col-md-5 testmail" style="display: none;">
+                                    <a class="btn btn-primary waves-effect waves-light mr-1 setid" onclick="testMailSend(this,'send')">Test Mail</a>
+                                    <a class="btn btn-primary waves-effect waves-light mr-1 setid" onclick="PreviewTheMail(this,'preview','client_hr_summary_mail')">Preview Mail</a>
+                                </div>
+                            </div>
+
+                            <div class="hr_cd_insufficient_balance_mail_section">
+                            <div class="form-row" id="rac_rate_dropdown">
+                                <div class="form-group col-md-12">
+                                    <select id="hr_cd_insufficient_balance_mail_customButton" class="form-control" style="border:none; right:6px; width:auto; position:absolute; z-index:1; top:17px; height:32px; float:right;" onchange="copyToClipboard(this)">
+                                        <option value="">PlaceHolders</option>
+                                        <?php foreach ($placeHolders as $value): ?>
+                                            <?php if (in_array($value, ['hr_name', 'client_name'])): ?>
+                                                <?php $valueChange = ucwords(str_replace('_',' ',$value)); ?>
+                                                <option value="{{<?php echo $value; ?>}}"><?php echo $valueChange; ?></option>
+                                            <?php endif; ?>
+                                        <?php endforeach; ?>
+                                    </select>
+                                    <span id="copy-feedback" style="display: none; position: absolute; top:50px; right:10px; color:green; font-size:12px;">Copied to clipboard!</span>
+                                </div>
+                            </div>
+
+                            <hr>
+                            <!-- Unlayer editor -->
+                            <div class="form-row" id="rac_rate_dropdown">
+                                <div class="form-group col-md-12">
+                                    <div id="hr_cd_insufficient_balance_mail_editor_container" style="height:600px;"></div>
+                                </div>
+                            </div>
+
+                            <div id="editor"></div>
+                            <input type="file" id="Question_title_fileInput" style="display:none;">
+                            </div>
+                
+                        </div> <!-- /.form-group -->
+
+                
+                        <div class="form-group text-right m-b-0 hr_cd_insufficient_balance_mail_action">
+                            <button type="button" class="btn btn-primary waves-effect waves-light mr-1 preview_button">Preview</button>
+                            <button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnGridSubmit_2">Submit</button>
+                        </div>
+
+                        <div class="hr_cd_insufficient_balance_mail_preview"></div>
+
+                </form>
+            
+            </div> <!-- /.modal-body -->
+        </div> <!-- /.modal-content -->
+    </div> <!-- /.modal-dialog -->
+</div> <!-- /.modal -->
+
 <div class="modal fade" id="preview_modal" tabindex="-1" role="dialog" aria-hidden="false" aria-modal="true" data-backdrop="static">
     <div class="modal-dialog modal-dialog-centered">
         <div class="modal-content">
@@ -1841,7 +1951,14 @@
     function getMailTemplateData(element) {
         template_name = element.id;
         const validTemplates = [
-            "account_maneger_summary_mail", "member_reminder_mail","member_common_mail", "member_ecard_mail", "member_welcome_mail", "member_review_and_summary_mail", "client_hr_summary_mail"
+            "account_maneger_summary_mail", 
+            "member_reminder_mail",
+            "member_common_mail", 
+            "member_ecard_mail", 
+            "member_welcome_mail", 
+            "member_review_and_summary_mail", 
+            "client_hr_summary_mail", 
+            "hr_cd_insufficient_balance_mail"
         ];
         console.log(`:) getMailTemplateData function called for ${template_name}`); // REF : PS
         if (!validTemplates.includes(template_name)) {
@@ -2347,6 +2464,61 @@
         });
     });
 
+    $('#hr_cd_insufficient_balance_mail_form').submit(function(event) {
+        event.preventDefault();
+
+        // Check if editor instance exists
+        if (!editor) {
+            console.error("Editor not initialized");
+            toastr.error("Editor not ready. Please try again.");
+            return;
+        }
+
+        // Use the editor instance instead of unlayer directly
+        editor.exportHtml(function(data) {
+
+            var formData = new FormData($('#hr_cd_insufficient_balance_mail_form')[0]);
+
+            // Append Unlayer data
+            formData.append('mailContent', data.html);
+            formData.append('client_id', $('#general_PrimaryKey').val());
+            formData.append('mailJson', JSON.stringify(data.design));
+
+            console.log([...formData.entries()]);
+
+
+            // Show loading indicators
+            $('.loader').fadeIn();
+            $('.loader-mask').fadeIn();
+
+            var form_action = '<?= base_url("client/notification/create") ?>';
+
+            $.ajax({
+                url: form_action,
+                type: "POST",
+                data: formData,
+                dataType: 'json',
+                processData: false, 
+                contentType: false,
+                success: function(res) {
+                    $('#client_hr_summary_mail_modal').find('.close').click();
+                    toastr.success('Template saved successfully');
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+                },
+                error: function(xhr, status, error) {
+                    console.error(xhr.responseText);
+                    console.error(status, error);
+                    setTimeout(function() {
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        toastr.warning('Something Went Wrong!', 'warning');
+                    }, 1000);
+                }
+            });
+        });
+    });
+
     function hideBranding() {
         $('iframe').on('load', function() {
             console.log('Iframe loaded.');
@@ -2445,6 +2617,10 @@
             name: 'client_hr_summary_mail_btn',
             value: $('#client_hr_summary_mail_btn').prop('checked')
         });
+        formData.push({
+            name: 'hr_cd_insufficient_balance_mail_btn',
+            value: $('#hr_cd_insufficient_balance_mail_btn').prop('checked')
+        });
 
         var form_action = '<?= base_url("client/notification/update_enable") ?>';
         $('.loader').fadeIn();
diff --git a/app/Views/policy_transaction_endorsement_form.php b/app/Views/policy_transaction_endorsement_form.php
index 2d6a5bd8..7f6237d2 100644
--- a/app/Views/policy_transaction_endorsement_form.php
+++ b/app/Views/policy_transaction_endorsement_form.php
@@ -151,427 +151,450 @@
 
 </style>
 
-<div class="row" id="endorsement_form" style="display: none;">
-    <div class="col-12">
-        <div class="card">
-            <div class="card-body">
-                <div class="row" style="margin-bottom:1rem;">
-                    <div class="col-6" style="align-self: center;">
-                        <h4 style="position: relative;">Add Endorsement</h4>
-                    </div>
-                    <div class="col-6" style="text-align: right;">
-                        <a href="<?= base_url('policy_tranction/endorsement/list') ?>" id="btnAdd" class="btn btn-primary waves-effect waves-light"
-                            >Back</a>
-                    </div>
-                </div>
-                <form role="form" class="parsley-examples" method="post" id="endorsement_form_id" enctype="multipart/form-data">
-                       
-                        <input type="hidden" name="id" id="policy_tranction_primarykey">
-                        <input type="hidden" name="client_id" id="client_id_for_edit">
-                        <input type="hidden" name="insurer_id" id="insurer_id">
-                        <input type="hidden" name="cd_ac_no" id="cd_ac_no">
-                        <input type="hidden" name="cd_ac_pk" id="cd_ac_pk">
-                        <input type="hidden" name="ct_type" id="ct_type">
-                        <input type="hidden" name="bro_payable_by" id="bro_payable_by">
-                        <input type="hidden" name="cop_yes" id="cop_yes">
-                        <input type="hidden" name="base_cd_amount" id="base_cd_amount">
-                        <input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
-
-
-                        <!-- Client Row -->
-                        <div class="row">
-                            <!-- Section 1 -->
-                            <div class="col-md-12">
-                                <div id="accordion_0" class="mb-0">
-                                    <label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
-                                        <span class="font-color-black">Client Details</span>
-                                        <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
-                                            aria-expanded="true">
-                                            <i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
-                                        </a>
-                                    </label>
-                                    <div class="card mb-1">
-                                        <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_0">
-                                            <div class="card-body">
-                                            <div class="row">
-
-                                                <div class="form-group col-md-3">
-                                                    <label for="client_type">Client Type<span class="text-danger"></span></label>
-                                                    <select class="form-control" id="client_type" name="client_type" >
-                                                        <option value="">Select Client type</option>
-                                                        <option value="1">Group</option>
-                                                        <option value="2">Individual</option>
-                                                    </select>
-                                                </div>
-
-                                                <div class="form-group col-md-3">
-                                                    <label for="client_branch">Client<span class="text-danger">*</span></label>
-                                                    <select class="form-control" id="client_id" name="client_id" required>
-                                                        <option value="">Select Client</option>
-                                                        <!-- <option value="add_client"> + Add Client</option> -->
-                                                    </select>
-                                                </div>
-
-                                                <div class="form-group col-md-3 branchdiv">
-                                                    <label for="client_branch">Branch<span class="text-danger"></span></label>
-                                                    <select class="form-control" id="client_branch_id" name="client_branch_id">
-                                                        <option value="">Select Branch</option>
-                                                    </select>
-                                                </div>
-
-                                                <div class="form-group col-md-3">
-                                                    <label for="email"> Policy <span class="text-danger">*</span></label>
-                                                    <select class="form-control" id="client_policy_id" name="client_policy_id" required>
-                                                        <option value="">Select Policy</option>
-                                                    </select>
-                                                </div>
-
-                                            </div>
-                                            </div>
-                                        </div>
-                                    </div>
-                                </div>
-                            </div>
+<div class="tab-pane fade active show" id="form">
+    <div class="row" id="endorsement_form">
+        <div class="col-12">
+            <div class="card">
+                <div class="card-body">
+                    <div class="row" style="margin-bottom:1rem;">
+                        <div class="col-6" style="align-self: center;">
+                            <h4 style="position: relative;">Add Endorsement</h4>
                         </div>
+                        <div class="col-6" style="text-align: right;">
+                            <a href="<?= base_url('policy_tranction/endorsement/list') ?>" id="btnAdd" class="btn btn-primary waves-effect waves-light"
+                                >Back</a>
+                        </div>
+                    </div>
+                    <form role="form" class="parsley-examples" method="post" id="endorsement_form_id" enctype="multipart/form-data">
+                        
+                            <input type="hidden" name="id" id="policy_tranction_primarykey">
+                            <input type="hidden" name="client_id" id="client_id_for_edit">
+                            <input type="hidden" name="insurer_id" id="insurer_id">
+                            <input type="hidden" name="cd_ac_no" id="cd_ac_no">
+                            <input type="hidden" name="cd_ac_pk" id="cd_ac_pk">
+                            <input type="hidden" name="ct_type" id="ct_type">
+                            <input type="hidden" name="bro_payable_by" id="bro_payable_by">
+                            <input type="hidden" name="cop_yes" id="cop_yes">
+                            <input type="hidden" name="base_cd_amount" id="base_cd_amount">
+                            <input type="hidden" name="cd_amt_changed" id="cd_amt_changed" disabled>
 
-                        <!-- Endorsement details -->
-                        <div class="row">
-                            <div class="col-md-12">
-                                    <div id="accordion_2" class="mb-0">
+
+                            <!-- Client Row -->
+                            <div class="row">
+                                <!-- Section 1 -->
+                                <div class="col-md-12">
+                                    <div id="accordion_0" class="mb-0">
                                         <label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
-                                            <span class="font-color-black">Endorsement</span>
-                                            <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseThree"
+                                            <span class="font-color-black">Client Details</span>
+                                            <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
                                                 aria-expanded="true">
                                                 <i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
                                             </a>
                                         </label>
                                         <div class="card mb-1">
-                                            <div id="collapseThree" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_2">
+                                            <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_0">
                                                 <div class="card-body">
-                                                    <div class="row">
-                                                        
-                                                        <!-- <div class="form-group col-md-3" id="tpa_endorse_div">
-                                                            <label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
-                                                            <select class="form-control readonly-select" id="tpa" name="tpa" >
-                                                                <option value="" selected>Select TPA</option>
-                                                                <?php foreach ($tpa as $value) { ?>
-                                                                <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
-                                                                    <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
-                                                                </option>
-                                                                <?php } ?>
-                                                            </select>
-                                                        </div> -->
-                                                        
-                                                        <div class="form-group col-md-3">
-                                                            <label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
-                                                        </div>
+                                                <div class="row">
 
-                                                        <div class="form-group col-md-3">
-                                                            <label for="bp_cgst">D.O.C <span id="base_danger" class="text-danger"></span></label>
-                                                            <input id="policy_start_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="bp_igst">D.O.E <span id="base_danger" class="text-danger"></span></label>
-                                                            <input id="policy_end_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="addon_policy"> Endorsement Type <span id="base_danger" class="text-danger">*</span></label>
-                                                            <select class="form-control" id="action_type" name="action_type" required>
-                                                                <option value="" selected>Select Endorsement Type</option>
-                                                                <?php
-                                                                    if (isset($action_type) && count($action_type)) {
-                                                                        foreach ($action_type as $key => $value) {
-                                                                            echo "<option value=" . $key . ">" . $value . "</option>";
-                                                                        }
-                                                                    }
-                                                                ?>
-                                                            </select>
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="addon_policy">Endorsement No<span id="base_danger" class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" onchange="validateInput(this, 'policy_transaction', 'endorsement_no')">
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="addon_policy">Data Received Date<span id="base_danger" class="text-danger">*</span></label>
-                                                            <input type="text" class="form-control" id="data_received_date" name="data_received_date" placeholder="DD/MM/YYYY" required>
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="policy_issue_date">Endorsement Issue Date<span id="base_danger" class="text-danger">*</span></label>
-                                                            <input type="text" class="form-control" id="policy_issue_date" name="policy_issue_date" placeholder="DD/MM/YYYY" required>
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="month">Endorsement Issue Month<span id="base_danger" class="text-danger">*</span></label>
-                                                            <input type="text" class="form-control readonly-select" id="month" name="month" placeholder="MM/YYYY" required>
-                                                        </div>
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="endorse_eff_date">Endorsement Effective Date<span id="base_danger" class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="endorse_eff_date" name="endorse_eff_date" placeholder="DD/MM/YYYY" >
-                                                        </div>
-
-                                                        <div class="form-group col-md-3" id="no_of_insured_endorse_div">
-                                                            <label for="addon_policy">No of Insured<span id="base_danger"class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="emp_count" name="emp_count" placeholder="Enter Employeee" onkeypress="return onlyNumbers(event)">
-                                                        </div>
-
-                                                        <div class="form-group col-md-3" id="no_of_dependents_endorse_div">
-                                                            <label for="addon_policy">No of Dependents<span id="base_danger" class="text-danger"></span></label>
-                                                            <input type="text" class="form-control" id="dependent_count" name="dependent_count" placeholder="Enter Dependent" onkeypress="return onlyNumbers(event)">
-                                                        </div>
+                                                    <div class="form-group col-md-3">
+                                                        <label for="client_type">Client Type<span class="text-danger"></span></label>
+                                                        <select class="form-control" id="client_type" name="client_type" >
+                                                            <option value="">Select Client type</option>
+                                                            <option value="1">Group</option>
+                                                            <option value="2">Individual</option>
+                                                        </select>
                                                     </div>
 
-                                                    <hr>
+                                                    <div class="form-group col-md-3">
+                                                        <label for="client_branch">Client<span class="text-danger">*</span></label>
+                                                        <select class="form-control" id="client_id" name="client_id" required>
+                                                            <option value="">Select Client</option>
+                                                            <!-- <option value="add_client"> + Add Client</option> -->
+                                                        </select>
+                                                    </div>
 
-                                                    <div class="row">
-
-                                                        <!-- <div class="form-group col-md-3">
-                                                            <label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
-                                                            <select class="form-control" id="policy_status" name="status" required>
-                                                                <option value="" selected>Select Status</option>
-                                                                <?php
-                                                                        if (isset($policy_status) && count($policy_status)) {
-                                                                            foreach ($policy_status as $key => $value) {
-                                                                                if($key == 'pending'){
-                                                                                    echo "<option value=" . $key . " selected>" . $value . "</option>";
-                                                                                }else{
-                                                                                    echo "<option value=" . $key . ">" . $value . "</option>";
-                                                                                }
-                                                                            }
-                                                                        }
-                                                                    ?>
-                                                            </select>
-                                                        </div> -->
-
-                                                        <div class="form-group col-md-3">
-                                                            <label for="last_action_date">Latest Action Date</label>
-                                                            <input id="last_action_date" type="text" class="form-control" name="last_action_date" placeholder="DD/MM/YYYY">
-                                                        </div>
-
-                                                        <div class="form-group col-md-3 install_due_date_div" style="display: none;">
-                                                            <label for="install_due_date">Installment due Date</label>
-                                                            <input id="install_due_date" type="text" class="form-control" name="install_due_date" placeholder="DD/MM/YYYY">
-                                                        </div>
-
-                                                        <!-- <div class="form-group col-md-3">
-                                                            <label class="switch" style="position: relative;top: 32px;left: 20px;">
-                                                                <input id="policy_with_corr" type="checkbox" name="policy_with_corr">
-                                                                <span class="slider round" style="height: 27px;"></span>
-                                                            </label>
-
-                                                            <label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
-                                                        </div> -->
-
-                                                        <!-- <div class="form-group col-md-3">
-                                                            <label class="switch" style="position: relative;top: 32px;left: 20px;">
-                                                                <input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
-                                                                <span class="slider round" style="height: 27px;"></span>
-                                                            </label>
-
-                                                            <label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;">Make Entry in CD &nbsp;&nbsp; <i class="mdi mdi-information-outline" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI,  CD transaction from CRM )"></i></label>
-                                                        </div> -->
+                                                    <div class="form-group col-md-3 branchdiv">
+                                                        <label for="client_branch">Branch<span class="text-danger"></span></label>
+                                                        <select class="form-control" id="client_branch_id" name="client_branch_id">
+                                                            <option value="">Select Branch</option>
+                                                        </select>
+                                                    </div>
 
+                                                    <div class="form-group col-md-3">
+                                                        <label for="email"> Policy <span class="text-danger">*</span></label>
+                                                        <select class="form-control" id="client_policy_id" name="client_policy_id" required>
+                                                            <option value="">Select Policy</option>
+                                                        </select>
                                                     </div>
 
                                                 </div>
-                                            </div>
-                                        </div>
-                                    </div>
-                            </div>
-                        </div>
-
-                        <!-- Premium Details -->
-                        <div class="row">
-                            <div class="col-md-12">
-                                <div id="accordion_3" class="mb-0">
-                                    <label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
-                                        <span class="font-color-black">Premium Details</span>
-                                        <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwo"
-                                            aria-expanded="true">
-                                            <i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
-                                        </a>
-                                    </label>
-                                    <div class="card mb-0">
-                                        <div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_3">
-                                            <div class="card-body">
-                                                <div class="row d-none" id="add_more_row">
-                                                    <div class="col-md-2">
-                                                        <input type="number" id="setInsurerCount" class="form-control" placeholder="Enter count">
-                                                    </div>
-                                                    <!-- <div class="col-md-2">
-                                                        <a id="addInsurer" class="btn btn-primary mb-3">Add Insurer</a>
-                                                    </div> -->
-                                                    <!-- <div class="col-md-1">
-                                                        <a id="submitForm" class="btn btn-success mb-3">Submit</a>
-                                                    </div> -->
-                                                </div>
-
-                                                <div id="insurerTableContainer" style="overflow: auto;">
-                                                    <table data-custom-table-css="table" class="table co_share_table" id="insurerTable">
-                                                        <thead>
-                                                            <tr>
-                                                                <th><span class="font-color-black">Premium Details</span></th>
-                                                            </tr>
-                                                        </thead>
-                                                        <tbody>
-                                                            <tr id="table_tr_1">
-                                                                <td>Insurer</td>
-                                                            </tr>
-                                                            <tr id="table_tr_2" style="display: none;">
-                                                                <td>Is Leader?</td>
-                                                            </tr>
-
-                                                            <tr id="table_tr_34">
-                                                                <td>CD Acc No</td>
-                                                            </tr>
-
-                                                            <tr id="table_tr_37">
-                                                                <td>CD Amount</td>
-                                                            </tr>
-                                                            
-                                                            <tr id="table_tr_35" style="display: none;">
-                                                                <td>Follower Policy No</td>
-                                                            </tr>
-                                                            
-                                                            <tr id="table_tr_40" >
-                                                                <td>Endorsement Issue Date</td>
-                                                            </tr>
-
-                                                            <tr id="table_tr_3" style="display: none;">
-                                                                <td>Co-Share %</td>
-                                                            </tr>
-                                                            <tr id="table_tr_36">
-                                                                <td>Non-Commissionable<br> Premium Amount</td>
-                                                            </tr>
-                                                            <tr id="table_tr_4">
-                                                                <td>Base Premium</td>
-                                                            </tr>
-                                                            <tr class="hidetp" id="table_tr_5">
-                                                                <td id="tp_premium_td">TP Premium</td>
-                                                            </tr>
-                                                            <tr class="hideter" id="table_tr_6" style="display: none;">
-                                                                <td>TEP Premium</td>
-                                                            </tr>
-                                                            <tr  class="hidecop" id="table_tr_7" style="display: none;">
-                                                                <td>Co-Premium</td>
-                                                            </tr>
-                                                            <tr class="hidecotp" id="table_tr_38" style="display: none;">
-                                                                <td>Co-TP Premium</td>
-                                                            </tr>
-                                                            <tr class="hidecoter" id="table_tr_39" style="display: none;">
-                                                                <td>Co-TEP Premium</td>
-                                                            </tr>
-                                                            <tr id="table_tr_8">
-                                                                <td>CGST</td>
-                                                            </tr>
-                                                            <tr id="table_tr_9">
-                                                                <td>SGST</td>
-                                                            </tr>
-                                                            <tr id="table_tr_10">
-                                                                <td>IGST</td>
-                                                            </tr>
-                                                            <tr id="table_tr_11">
-                                                                <td>GST Amount</td>
-                                                            </tr>
-                                                            <tr id="table_tr_12">
-                                                                <td>Stamp Duty</td>
-                                                            </tr>
-                                                            <tr id="table_tr_13">
-                                                                <td>Total</td>
-                                                            </tr>
-
-                                                            <tr id="table_tr_14">
-                                                                <td>Agreed BP %</td>
-                                                            </tr>
-                                                            <tr class="hidetp" id="table_tr_15">
-                                                                <td id="agree_tp_td">Agreed TP %</td>
-                                                            </tr>
-                                                            <tr class="hideter" id="table_tr_16"  style="display: none;">
-                                                                <td id="agree_tp_td">Agreed TEP %</td>
-                                                            </tr>
-
-                                                            <?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
-
-                                                                <tr id="table_tr_17">
-                                                                    <td>Agreed Amount</td>
-                                                                </tr>
-
-                                                            <?php } ?>
-
-                                                            <tr id="table_tr_18">
-                                                                <td>Standard BP %</td>
-                                                            </tr>
-                                                            <tr class="hidetp" id="table_tr_19">
-                                                                <td>Standard TP %</td>
-                                                            </tr>
-                                                            <tr class="hideter" id="table_tr_20"  style="display: none;">
-                                                                <td>Standard TEP %</td>
-                                                            </tr>
-
-                                                            <?php if (in_array(in_array(get_role_id(), [1,5]) || FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
-
-                                                                <tr id="table_tr_21">
-                                                                    <td>Actual BP Amount</td>
-                                                                </tr>
-                                                                <tr class="hidetp" id="table_tr_22">
-                                                                    <td>Actual TP Amount</td>
-                                                                </tr>
-                                                                <tr class="hideter" id="table_tr_23"  style="display: none;">
-                                                                    <td>Actual TEP Amount</td>
-                                                                </tr>
-                                                                <tr id="table_tr_24">
-                                                                    <td>Actual BP %</td>
-                                                                </tr>
-                                                                <tr class="hidetp" id="table_tr_25">
-                                                                    <td>Actual TP %</td>
-                                                                </tr>
-                                                                <tr class="hideter" id="table_tr_26" style="display: none;">
-                                                                    <td>Actual TEP %</td>
-                                                                </tr>
-                                                                <tr id="table_tr_27">
-                                                                    <td>Actual BP <br> Remuneration Amount</td>
-                                                                </tr>
-                                                                <tr class="hidetp" id="table_tr_28">
-                                                                    <td>Actual TP <br> Remuneration Amount</td>
-                                                                </tr>
-                                                                <tr class="hideter" id="table_tr_29" style="display: none;">
-                                                                    <td>Actual TEP <br> Remuneration Amount</td>
-                                                                </tr>
-                                                                <tr id="table_tr_30">
-                                                                    <td>Expected Amount</td>
-                                                                </tr>
-                                                                <!-- <tr id="table_tr_31">
-                                                                    <td>Variance</td>
-                                                                </tr> -->
-                                                                <!-- <tr id="table_tr_32">
-                                                                    <td>Reward</td>
-                                                                </tr> -->
-
-                                                            <?php } ?>
-
-                                                            <tr id="table_tr_33" style="display: none;">
-                                                                <td></td>
-                                                            </tr>
-                                                        </tbody>
-                                                    </table>
                                                 </div>
                                             </div>
                                         </div>
                                     </div>
                                 </div>
                             </div>
-                        </div>  
 
-                        <div class="form-group text-right mt-3 m-b-0" id="submitButton">
-                            <button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
-                        </div>
-                </form>
+                            <!-- Endorsement details -->
+                            <div class="row">
+                                <div class="col-md-12">
+                                        <div id="accordion_2" class="mb-0">
+                                            <label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
+                                                <span class="font-color-black">Endorsement</span>
+                                                <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseThree"
+                                                    aria-expanded="true">
+                                                    <i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
+                                                </a>
+                                            </label>
+                                            <div class="card mb-1">
+                                                <div id="collapseThree" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_2">
+                                                    <div class="card-body">
+                                                        <div class="row">
+                                                            
+                                                            <!-- <div class="form-group col-md-3" id="tpa_endorse_div">
+                                                                <label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
+                                                                <select class="form-control readonly-select" id="tpa" name="tpa" >
+                                                                    <option value="" selected>Select TPA</option>
+                                                                    <?php foreach ($tpa as $value) { ?>
+                                                                    <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
+                                                                        <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                                                                    </option>
+                                                                    <?php } ?>
+                                                                </select>
+                                                            </div> -->
+                                                            
+                                                            <div class="form-group col-md-3">
+                                                                <label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
+                                                                <input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="bp_cgst">D.O.C <span id="base_danger" class="text-danger"></span></label>
+                                                                <input id="policy_start_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="bp_igst">D.O.E <span id="base_danger" class="text-danger"></span></label>
+                                                                <input id="policy_end_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="addon_policy"> Endorsement Type <span id="base_danger" class="text-danger">*</span></label>
+                                                                <select class="form-control" id="action_type" name="action_type" required>
+                                                                    <option value="" selected>Select Endorsement Type</option>
+                                                                    <?php
+                                                                        if (isset($action_type) && count($action_type)) {
+                                                                            foreach ($action_type as $key => $value) {
+                                                                                echo "<option value=" . $key . ">" . $value . "</option>";
+                                                                            }
+                                                                        }
+                                                                    ?>
+                                                                </select>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="addon_policy">Endorsement No<span id="base_danger" class="text-danger"></span></label>
+                                                                <input type="text" class="form-control" id="endorsement_no" name="endorsement_no" placeholder="Enter Endorsement No" onchange="validateInput(this, 'policy_transaction', 'endorsement_no')">
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="addon_policy">Data Received Date<span id="base_danger" class="text-danger">*</span></label>
+                                                                <input type="text" class="form-control" id="data_received_date" name="data_received_date" placeholder="DD/MM/YYYY" required>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="policy_issue_date">Endorsement Issue Date<span id="base_danger" class="text-danger">*</span></label>
+                                                                <input type="text" class="form-control" id="policy_issue_date" name="policy_issue_date" placeholder="DD/MM/YYYY" required>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="month">Endorsement Issue Month<span id="base_danger" class="text-danger">*</span></label>
+                                                                <input type="text" class="form-control readonly-select" id="month" name="month" placeholder="MM/YYYY" required>
+                                                            </div>
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="endorse_eff_date">Endorsement Effective Date<span id="base_danger" class="text-danger"></span></label>
+                                                                <input type="text" class="form-control" id="endorse_eff_date" name="endorse_eff_date" placeholder="DD/MM/YYYY" >
+                                                            </div>
+
+                                                            <div class="form-group col-md-3" id="no_of_insured_endorse_div">
+                                                                <label for="addon_policy">No of Insured<span id="base_danger"class="text-danger"></span></label>
+                                                                <input type="text" class="form-control" id="emp_count" name="emp_count" placeholder="Enter Employeee" onkeypress="return onlyNumbers(event)">
+                                                            </div>
+
+                                                            <div class="form-group col-md-3" id="no_of_dependents_endorse_div">
+                                                                <label for="addon_policy">No of Dependents<span id="base_danger" class="text-danger"></span></label>
+                                                                <input type="text" class="form-control" id="dependent_count" name="dependent_count" placeholder="Enter Dependent" onkeypress="return onlyNumbers(event)">
+                                                            </div>
+                                                        </div>
+
+                                                        <hr>
+
+                                                        <div class="row">
+
+                                                            <!-- <div class="form-group col-md-3">
+                                                                <label for="addon_policy"> Status <span id="base_danger"class="text-danger">*</span></label>
+                                                                <select class="form-control" id="policy_status" name="status" required>
+                                                                    <option value="" selected>Select Status</option>
+                                                                    <?php
+                                                                            if (isset($policy_status) && count($policy_status)) {
+                                                                                foreach ($policy_status as $key => $value) {
+                                                                                    if($key == 'pending'){
+                                                                                        echo "<option value=" . $key . " selected>" . $value . "</option>";
+                                                                                    }else{
+                                                                                        echo "<option value=" . $key . ">" . $value . "</option>";
+                                                                                    }
+                                                                                }
+                                                                            }
+                                                                        ?>
+                                                                </select>
+                                                            </div> -->
+
+                                                            <div class="form-group col-md-3">
+                                                                <label for="last_action_date">Latest Action Date</label>
+                                                                <input id="last_action_date" type="text" class="form-control" name="last_action_date" placeholder="DD/MM/YYYY">
+                                                            </div>
+
+                                                            <div class="form-group col-md-3 install_due_date_div" style="display: none;">
+                                                                <label for="install_due_date">Installment due Date</label>
+                                                                <input id="install_due_date" type="text" class="form-control" name="install_due_date" placeholder="DD/MM/YYYY">
+                                                            </div>
+
+                                                            <!-- <div class="form-group col-md-3">
+                                                                <label class="switch" style="position: relative;top: 32px;left: 20px;">
+                                                                    <input id="policy_with_corr" type="checkbox" name="policy_with_corr">
+                                                                    <span class="slider round" style="height: 27px;"></span>
+                                                                </label>
+
+                                                                <label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
+                                                            </div> -->
+
+                                                            <!-- <div class="form-group col-md-3">
+                                                                <label class="switch" style="position: relative;top: 32px;left: 20px;">
+                                                                    <input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
+                                                                    <span class="slider round" style="height: 27px;"></span>
+                                                                </label>
+
+                                                                <label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;">Make Entry in CD &nbsp;&nbsp; <i class="mdi mdi-information-outline" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI,  CD transaction from CRM )"></i></label>
+                                                            </div> -->
+
+                                                        </div>
+
+                                                    </div>
+                                                </div>
+                                            </div>
+                                        </div>
+                                </div>
+                            </div>
+
+                            <!-- Policy Docs Row -->
+                            <div class="row" id="policy_docs" style="display: none;">
+                                <div class="col-md-12">
+                                    <div id="accordion_23" class="mb-0">
+                                        <label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
+                                            <span class="font-color-black">Policy Docs</span>
+                                            <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwentyTwo"
+                                                aria-expanded="true">
+                                                <i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
+                                            </a>
+                                        </label>
+                                        <div class="card mb-1">
+                                            <div id="collapseTwentyTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_23">
+                                                <div class="card-body" id="policy_docs_div" style="background-color: #F5FFFF !important; border-radius: 10px; box-shadow: 4px 4px 4px 4px #00000040;">
+                                                </div>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </div>
+                            </div> 
+
+                            <!-- Premium Details -->
+                            <div class="row">
+                                <div class="col-md-12">
+                                    <div id="accordion_3" class="mb-0">
+                                        <label id="policyAccordion" class="m-1 d-flex justify-content-between align-items-center">
+                                            <span class="font-color-black">Premium Details</span>
+                                            <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseTwo"
+                                                aria-expanded="true">
+                                                <i id="icon" class="mdi mdi-chevron-up mr-1 text-primary" style="font-size: 28px;"></i>
+                                            </a>
+                                        </label>
+                                        <div class="card mb-0">
+                                            <div id="collapseTwo" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_3">
+                                                <div class="card-body">
+                                                    <div class="row d-none" id="add_more_row">
+                                                        <div class="col-md-2">
+                                                            <input type="number" id="setInsurerCount" class="form-control" placeholder="Enter count">
+                                                        </div>
+                                                        <!-- <div class="col-md-2">
+                                                            <a id="addInsurer" class="btn btn-primary mb-3">Add Insurer</a>
+                                                        </div> -->
+                                                        <!-- <div class="col-md-1">
+                                                            <a id="submitForm" class="btn btn-success mb-3">Submit</a>
+                                                        </div> -->
+                                                    </div>
+
+                                                    <div id="insurerTableContainer" style="overflow: auto;">
+                                                        <table data-custom-table-css="table" class="table co_share_table" id="insurerTable">
+                                                            <thead>
+                                                                <tr>
+                                                                    <th><span class="font-color-black">Premium Details</span></th>
+                                                                </tr>
+                                                            </thead>
+                                                            <tbody>
+                                                                <tr id="table_tr_1">
+                                                                    <td>Insurer</td>
+                                                                </tr>
+                                                                <tr id="table_tr_2" style="display: none;">
+                                                                    <td>Is Leader?</td>
+                                                                </tr>
+
+                                                                <tr id="table_tr_34">
+                                                                    <td>CD Acc No</td>
+                                                                </tr>
+
+                                                                <tr id="table_tr_37">
+                                                                    <td>CD Amount</td>
+                                                                </tr>
+                                                                
+                                                                <tr id="table_tr_35" style="display: none;">
+                                                                    <td>Follower Policy No</td>
+                                                                </tr>
+                                                                
+                                                                <tr id="table_tr_40" >
+                                                                    <td>Endorsement Issue Date</td>
+                                                                </tr>
+
+                                                                <tr id="table_tr_3" style="display: none;">
+                                                                    <td>Co-Share %</td>
+                                                                </tr>
+                                                                <tr id="table_tr_36">
+                                                                    <td>Non-Commissionable<br> Premium Amount</td>
+                                                                </tr>
+                                                                <tr id="table_tr_4">
+                                                                    <td>Base Premium</td>
+                                                                </tr>
+                                                                <tr class="hidetp" id="table_tr_5">
+                                                                    <td id="tp_premium_td">TP Premium</td>
+                                                                </tr>
+                                                                <tr class="hideter" id="table_tr_6" style="display: none;">
+                                                                    <td>TEP Premium</td>
+                                                                </tr>
+                                                                <tr  class="hidecop" id="table_tr_7" style="display: none;">
+                                                                    <td>Co-Premium</td>
+                                                                </tr>
+                                                                <tr class="hidecotp" id="table_tr_38" style="display: none;">
+                                                                    <td>Co-TP Premium</td>
+                                                                </tr>
+                                                                <tr class="hidecoter" id="table_tr_39" style="display: none;">
+                                                                    <td>Co-TEP Premium</td>
+                                                                </tr>
+                                                                <tr id="table_tr_8">
+                                                                    <td>CGST</td>
+                                                                </tr>
+                                                                <tr id="table_tr_9">
+                                                                    <td>SGST</td>
+                                                                </tr>
+                                                                <tr id="table_tr_10">
+                                                                    <td>IGST</td>
+                                                                </tr>
+                                                                <tr id="table_tr_11">
+                                                                    <td>GST Amount</td>
+                                                                </tr>
+                                                                <tr id="table_tr_12">
+                                                                    <td>Stamp Duty</td>
+                                                                </tr>
+                                                                <tr id="table_tr_13">
+                                                                    <td>Total</td>
+                                                                </tr>
+
+                                                                <tr id="table_tr_14">
+                                                                    <td>Agreed BP %</td>
+                                                                </tr>
+                                                                <tr class="hidetp" id="table_tr_15">
+                                                                    <td id="agree_tp_td">Agreed TP %</td>
+                                                                </tr>
+                                                                <tr class="hideter" id="table_tr_16"  style="display: none;">
+                                                                    <td id="agree_tp_td">Agreed TEP %</td>
+                                                                </tr>
+
+                                                                <?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
+
+                                                                    <tr id="table_tr_17">
+                                                                        <td>Agreed Amount</td>
+                                                                    </tr>
+
+                                                                <?php } ?>
+
+                                                                <tr id="table_tr_18">
+                                                                    <td>Standard BP %</td>
+                                                                </tr>
+                                                                <tr class="hidetp" id="table_tr_19">
+                                                                    <td>Standard TP %</td>
+                                                                </tr>
+                                                                <tr class="hideter" id="table_tr_20"  style="display: none;">
+                                                                    <td>Standard TEP %</td>
+                                                                </tr>
+
+                                                                <?php if (in_array(in_array(get_role_id(), [1,5]) || FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+
+                                                                    <tr id="table_tr_21">
+                                                                        <td>Actual BP Amount</td>
+                                                                    </tr>
+                                                                    <tr class="hidetp" id="table_tr_22">
+                                                                        <td>Actual TP Amount</td>
+                                                                    </tr>
+                                                                    <tr class="hideter" id="table_tr_23"  style="display: none;">
+                                                                        <td>Actual TEP Amount</td>
+                                                                    </tr>
+                                                                    <tr id="table_tr_24">
+                                                                        <td>Actual BP %</td>
+                                                                    </tr>
+                                                                    <tr class="hidetp" id="table_tr_25">
+                                                                        <td>Actual TP %</td>
+                                                                    </tr>
+                                                                    <tr class="hideter" id="table_tr_26" style="display: none;">
+                                                                        <td>Actual TEP %</td>
+                                                                    </tr>
+                                                                    <tr id="table_tr_27">
+                                                                        <td>Actual BP <br> Remuneration Amount</td>
+                                                                    </tr>
+                                                                    <tr class="hidetp" id="table_tr_28">
+                                                                        <td>Actual TP <br> Remuneration Amount</td>
+                                                                    </tr>
+                                                                    <tr class="hideter" id="table_tr_29" style="display: none;">
+                                                                        <td>Actual TEP <br> Remuneration Amount</td>
+                                                                    </tr>
+                                                                    <tr id="table_tr_30">
+                                                                        <td>Expected Amount</td>
+                                                                    </tr>
+                                                                    <!-- <tr id="table_tr_31">
+                                                                        <td>Variance</td>
+                                                                    </tr> -->
+                                                                    <!-- <tr id="table_tr_32">
+                                                                        <td>Reward</td>
+                                                                    </tr> -->
+
+                                                                <?php } ?>
+
+                                                                <tr id="table_tr_33" style="display: none;">
+                                                                    <td></td>
+                                                                </tr>
+                                                            </tbody>
+                                                        </table>
+                                                    </div>
+                                                </div>
+                                            </div>
+                                        </div>
+                                    </div>
+                                </div>
+                            </div>  
+
+                            <div class="form-group text-right mt-3 m-b-0" id="submitButton">
+                                <button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
+                            </div>
+                    </form>
+                </div>
             </div>
         </div>
     </div>
@@ -1017,6 +1040,8 @@
                         $('#cop_yes').val(0);
                     }
                     
+                    $('#policy_tranction_primarykey_for_file_upload').val(res.data.id);
+                    $('#client_policy_id_for_file_upload').val(res.data.client_policy_id);
                     $('#policy_tranction_primarykey').val(res.data.id);
                     $('#client_type').val(res.data.client_type).trigger('change');
                     $('#client_id').val(res.data.client_id).change();
@@ -1048,6 +1073,10 @@
                         $('#policy_start_date').val(res.data.policy_start_date);
                         $('#policy_end_date').val(res.data.policy_end_date);
                         $('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id);
+                        $('#client_type').addClass('readonly-select ');
+                        $('#client_id').addClass('readonly-select ').select2('destroy');
+                        $('#client_branch_id').addClass('readonly-select ').select2('destroy');
+                        $('#client_policy_id').addClass('readonly-select ').select2('destroy');
                     }, 1500)
 
                     $('#policy_no').val(res.data.policy_no);
@@ -1067,12 +1096,16 @@
                     $('#cd_ac_no').val(res.data.cd_ac_no);
                     $('#ct_type').val(res.data.ct_type);
 
+                    $('#hide_file_upload').show()
+
                     if (res.data.policy_with_corr == 1) {
                         $('#policy_with_corr').prop('checked', true);
                     } else {
                         $('#policy_with_corr').prop('checked', false);
                     }
 
+                    appendFileTableBody(res.data.pt_files);
+
                     // if (res.data.is_cd_reduce_from_bds == 1) {
                     //     $('#is_cd_reduce_from_bds').prop('checked', true).prop('checked', false);
                     // } else {
diff --git a/app/Views/policy_transaction_endorsement_list.php b/app/Views/policy_transaction_endorsement_list.php
index 1fbc415c..10af48aa 100644
--- a/app/Views/policy_transaction_endorsement_list.php
+++ b/app/Views/policy_transaction_endorsement_list.php
@@ -363,10 +363,9 @@ table.dataTable thead th {
     </div><!-- end col -->
 </div>
 
-
 <!-- end table row -->
+<?php include('pt_endorsement_form_file_upload_tab.php'); ?>
 
-<?php include('policy_transaction_endorsement_form.php'); ?>
 <script>
     document.addEventListener("DOMContentLoaded", function() {
         const table = document.getElementById("tickets-table");
@@ -448,6 +447,7 @@ table.dataTable thead th {
         });
     });
 </script>
+
 <script>
     var client_list = '';
     var branch_list = '';
@@ -461,6 +461,7 @@ table.dataTable thead th {
     $(document).ready(function() {
 
         getClientAndBranchAndPolicy()
+        addHTMLInput();
 
         <?php if (session()->has('create_failed')) : ?>
             toastr.error('<?= session()->getFlashdata('create_failed') ?>', 'Failed');
@@ -506,6 +507,8 @@ table.dataTable thead th {
                         className: 'btn app-btn-primary  mr-2',
                         action: function (e, dt, node, config) {
                             hide_list_show_add();
+                            addHTMLInput(null, 'policy_docs_div');
+                            $('#policy_docs').show()
                         },
                         attr: { id: 'btnAdd' }
                     },
@@ -614,15 +617,16 @@ table.dataTable thead th {
         $('#endorsement_form_id')[0].reset();
         $('#client_id').val('').change();
         $('#client_policy_id').val('').change();
-        $('#endorsement_form').show();
-        $('#endorsement_list').hide();
-        $('#endorsement_filter').hide();
         $('#invoice_no_div').hide();
         $('#invoice_no').attr('required', false)
+
+        $('#pt_onboarding').show();
+        $('#endorsement_list').hide();
+        $('#endorsement_filter').hide();
     }
 
     function show_list_hide_add() {
-        $('#endorsement_form').hide()
+        $('#pt_onboarding').hide()
         $('#endorsement_list').show()
         $('#endorsement_filter').show()
 
@@ -836,7 +840,6 @@ table.dataTable thead th {
     })
 </script>
 
-
 <script>
     $(document).ready(function() {
         getURLParams()
@@ -1034,4 +1037,87 @@ table.dataTable thead th {
         });
     }
 
+    function addHTMLInput(data = null, container_id = 'dynamic-form-container') 
+    {   
+        console.log('container_id', container_id);
+        const container = document.getElementById(container_id);
+
+        let required = ''
+        let required_star = ''
+        if(container_id == 'dynamic-form-container'){
+            required = 'required';
+            required_star = '*';
+        }
+        console.log('container', container);
+
+        const newRow = document.createElement('div');
+        newRow.className = 'form-row dynamic-form-row';
+        newRow.innerHTML = `
+            <div class="form-group col-md-5">
+                <label for="file_name">Document Name<span class="text-danger">${required_star}</span></label>
+                <input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name" ${required}>
+            </div>
+            <div class="form-group col-md-5">
+                <label for="file">Upload File<span class="text-danger">${required_star}</span></label>
+                <input type="file" class="form-control" id="file_name" name="file[]" ${required} accept=".pdf,.jpg,.jpeg,.png">
+            </div>
+            <div class="form-group col-md-2" style="position: relative;top: 28px;">
+                <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this, '${container_id}')">x</a>
+                <a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(null, '${container_id}')">+</a>
+            </div>
+        `;
+        container.appendChild(newRow);
+
+        if (data !== null && data.db_column_name !== undefined) {
+            const selectElement = newRow.querySelector('.db-column-name-select');
+            selectElement.value = data.db_column_name;
+        }
+    }
+
+    function removeHTMLInput(element, container_id) 
+    {
+        const container = document.getElementById(container_id);
+        const rows = container.querySelectorAll('.dynamic-form-row');
+
+        if (rows.length > 1) {
+            const row = element.closest('.dynamic-form-row');
+            row.remove();
+        } 
+    }
+
+    function appendFileTableBody(data) 
+    {   
+        console.log(data);
+
+        $('#table_bd').empty();
+
+        $.each(data, function(index, item) {
+            var row = $('<tr>');
+
+            row.append($('<td>').text(index+1));
+            row.append($('<td>').text(item.doc_name));
+            row.append($('<td>').text(item.file_name));
+
+            // var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+            //   "?client_id=" + item.client_id + 
+            //   "&file_type=policy" + 
+            //   "&file_name=" + item.file_name + 
+            //   "&client_policy_id=" + item.client_policy_id;
+
+            var url = '<?= base_url('download-kyc-docs/') ?>' + item.file_name;
+
+
+            var link = $('<a>')
+                .attr('href', url)
+                .attr('target', '_blank') // Open in a new tab
+                .attr('style', 'font-size:18px;')
+                .attr('data-id', item.id)
+                .addClass('mdi mdi-download')
+
+
+            // Append the <a> tag inside the <td>
+            row.append($('<td>').append(link));
+            $('#table_bd').append(row);
+        });
+    }
 </script>
\ No newline at end of file
diff --git a/app/Views/policy_transaction_inception_form.php b/app/Views/policy_transaction_inception_form.php
index 6a0cb78c..6d29b5a6 100644
--- a/app/Views/policy_transaction_inception_form.php
+++ b/app/Views/policy_transaction_inception_form.php
@@ -2255,7 +2255,7 @@
                     var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res.data.policy_no ? 
                         ' - ' + [res.data.client_short_name, res.data.policy_type, res.data.policy_no]
                         .filter(Boolean).join('-') : '');
-
+                    
                     $('#page_title').text(page_title);
                     $('#client_id_kyc').val(res.data.client_id);
                     $('#policy_tranction_primarykey_for_file_upload').val(res.data.id);
@@ -2384,6 +2384,9 @@
                             $('#table_tr_37').hide();
                         } 
 
+                        $('#client_id').addClass('readonly-select ').select2('destroy');
+                        $('#client_branch_id').addClass('readonly-select ').select2('destroy');
+
                     }, 4000)
 
                     // Set additional fields
@@ -2485,7 +2488,7 @@
                     // } else {
                     //     $('#bro_payable_by').prop('checked', false);
                     // }
-                    $('#bro_payable_by').val(res.data.bro_payable_by);
+                    $('#bro_payable_by').val(res.data.bro_payable_by ?? 1);
 
                     // Policy transaction status handling
                     if (res.data.status == "completed") {
diff --git a/app/Views/policy_transaction_inception_list.php b/app/Views/policy_transaction_inception_list.php
index 37166f8a..cc850c55 100644
--- a/app/Views/policy_transaction_inception_list.php
+++ b/app/Views/policy_transaction_inception_list.php
@@ -316,7 +316,7 @@ table.dataTable tbody td {
                             <?php foreach($inception_data_list as $index => $row){ ?>
                             <tr>
                                 <td class="text-center"><?php echo $index+1; ?></td>
-                                <td><?php echo $issuer[$row['issuer']]; ?></td>
+                                <td><?php echo $issuer[$row['issuer']] ?? 'Nhance'; ?></td>
                                 <td><?php echo $issuing_type[$row['issue_type']] ?? 'N/A'; ?></td>
                                 <td><?php echo $client_type[$row['client_type']] ?? 'N/A'; ?></td>
                                 <td><?php echo $row['client_type'] == 2 ? $row['client_name'] . " - " . (!empty($row['pan']) ? $row['pan'] :  'N/A') : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
diff --git a/app/Views/pt_endorsement_form_file_upload_tab.php b/app/Views/pt_endorsement_form_file_upload_tab.php
new file mode 100644
index 00000000..d871de22
--- /dev/null
+++ b/app/Views/pt_endorsement_form_file_upload_tab.php
@@ -0,0 +1,34 @@
+<div class="row" id="pt_onboarding" style="position: relative; bottom: 25px; display:none;">
+    <div class="col-xl-12">
+        <div class="card-body">
+            <div class="tab-wrapper position-relative">
+                <ul class="nav nav-pills navtab-bg" id="myTab">
+                    <li class="nav-item d-flex justify-content-center align-items-center">
+                        <button class="scroll-btn left-btn" type="button">&#9664;</button>
+                    </li>
+                    <li class="nav-item">
+                        <a href="#form" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2 active-tab active" id="general_tab">
+                            <span class="mr-1"><i class="mdi mdi-contacts"></i></span>
+                            <span class="d-none d-sm-inline-block">Policy</span>
+                        </a>
+                    </li>
+                    <li class="nav-item" id="hide_file_upload" style="display: none;">
+                        <a href="#fileupload" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="kyc_tab">
+                            <span class="mr-1"><i class="mdi mdi-file"></i></span>
+                            <span class="d-none d-sm-inline-block">Policy Docs</span>
+                        </a>
+                    </li>
+                    <li class="nav-item d-flex justify-content-center align-items-center">
+                        <!-- Right Arrow -->
+                        <button class="scroll-btn right-btn" type="button">&#9654;</button>
+                    </li>
+                </ul>
+            </div>
+
+            <div class="tab-content">
+                <?php include('policy_transaction_endorsement_form.php'); ?>
+                <?php include('drive_file_upload.php'); ?>
+            </div>
+        </div>
+    </div>
+</div>