Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

app/Config/Routes.php

@@ -317,6 +317,13 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
         $routes->get("list", "PolicyTransactionController::reportBDS");
     });
 
+    $routes->group("statement", ["filter" => "authMVC"], function ($routes) {
+        $routes->get("list", "PolicyTransactionController::statementList");
+        $routes->post("upload", "PolicyTransactionController::uploadInsurerStatement");
+        $routes->get("getPaymentDetails/(:any)", "PolicyTransactionController::getInvoicePaymentDetails/$1");
+        $routes->post("saveInvoicePaymentDetails", "PolicyTransactionController::saveInvoicePaymentDetails");
+    });
+
 });
 
 $routes->cli('cli/processjob', 'JobWorker::processJob');

app/Controllers/PolicyTransactionController.php

@@ -25,7 +25,9 @@ use App\Models\EmployeeModel;
 use App\Models\UserTeamsModel;
 use App\Models\UserModel;
 use App\Models\EmployeePolicyModel;
-
+use App\Models\InsurerStatements;
+use App\Models\InvPaymentDetailsModel;
+use Kint;
 
 class PolicyTransactionController extends BaseController
 {   
@@ -51,6 +53,9 @@ class PolicyTransactionController extends BaseController
     protected $userTeamsModel;
     protected $userModel;
     protected $employeePolicyModel;
+    protected $insurerStatements;
+    protected $invoiceStatus;
+    protected $invPaymentDetailsModel;
     
     public function __construct()
     {
@@ -76,6 +81,14 @@ class PolicyTransactionController extends BaseController
         $this->userTeamsModel                = new UserTeamsModel();
         $this->userModel                     = new UserModel();
         $this->employeePolicyModel           = new EmployeePolicyModel();
+        $this->insurerStatements             = new InsurerStatements();
+        $this->invPaymentDetailsModel        = new InvPaymentDetailsModel();
+        $this->invoiceStatus = [
+            'pending' => 'Pending',
+            'generated' => 'Generated',
+            'sent' => 'Sent',
+            'payment_received' => 'Payment Received',
+        ];
     }
 
     // Policy Transaction Inception
@@ -133,6 +146,7 @@ class PolicyTransactionController extends BaseController
                 clients.client_name,
                 client_branch.branch_name AS client_branch_name,
                 insurers.name AS insurer_name,
+                insurers.short_name AS insurer_short_name,
                 policy_type.policy_type,
                 pt_co_share_details.agreed_amt AS amount,
                 pt_co_share_details.bp_amt AS bp,
@@ -141,7 +155,7 @@ class PolicyTransactionController extends BaseController
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
             ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
-            ->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
             ->where('policy_transaction.is_active', 1)
@@ -307,7 +321,6 @@ class PolicyTransactionController extends BaseController
         return $this->respondError("Failed to update policy transaction");
     }
     
-
     private function insertOrUpdateCoShareDetails($data, $pt_id)
     {   
         // Prepare data for insertion and updating
@@ -657,12 +670,14 @@ class PolicyTransactionController extends BaseController
                         clients.short_name as client_short_name,
                         clients.client_code,
                         client_branch.branch_name as client_branch_name,
-                        insurers.name as insurer_name,
+                        insurers.name AS insurer_name,
+                        insurers.short_name AS insurer_short_name,
                         policy_type.policy_type 
                     ')
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
             ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
-            ->join('insurers', 'policy_transaction.insurer_id = insurers.id','left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
             ->where('policy_transaction.is_active', 1)
@@ -682,7 +697,6 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('policy_transaction_endorsement_list', $data);
     }
 
-
     public function createEndorsementPolicy()
     {
         $id = $this->request->getPost('id');
@@ -698,7 +712,7 @@ class PolicyTransactionController extends BaseController
     private function preparePolicyTransactionData()
     {
         $data = $this->request->getPost();
-        // print_r($data);
+        // print_r($data); die;
 
         $data_received_date = (string)$this->request->getPost('data_received_date');
         $closure_date = (string)$this->request->getPost('closure_date');
@@ -716,11 +730,57 @@ class PolicyTransactionController extends BaseController
         $issue_type = $this->policyTransactionModel
                         ->where('action_type', 'inception')
                         ->where('client_id', $this->request->getPost('client_id'))
-                        ->where('client_branch_id', $this->request->getPost('client_branch_id'))
+                        ->where('client_policy_id', $this->request->getPost('client_policy_id'))
                         ->first();
+
         $data['tsi'] = generate_tsi_code($issue_type['issue_type'] ?? 1);
 
-        // print_r($data); die;
+        $client_branch_id = $data['client_branch_id'];
+        if($data['client_branch_id'] == ""){
+            $client_branch_id = $issue_type['client_branch_id'];
+        }
+
+        if(!$data['id']){
+            $data += [
+                'issuer' => $issue_type['issuer'] ?? null,
+                'client_type' => $data['client_type'] ?? $issue_type['client_type'] ?? null,
+                'policy_type_id' => $issue_type['policy_type_id'] ?? null,
+                'policy_type_id' => $issue_type['policy_type_id'] ?? null,
+                'issue_type' => $issue_type['issue_type'] ?? null,
+                'source_client_policy_id' => $issue_type['source_client_policy_id'] ?? null,
+                'cd_ac_no' => $issue_type['issue_type'] ?? null,
+                'policy_issue_date' => $issue_type['policy_issue_date'] ?? null,
+                'policy_start_date' => $issue_type['policy_start_date'] ?? null,
+                'policy_end_date' => $issue_type['policy_end_date'] ?? null,
+                'revenue_type' =>  $issue_type['revenue_type'] ?? null,
+                'co_share' => $issue_type['co_share'] ?? 0,
+                'bro_payable_by' => $issue_type['bro_payable_by'] ?? 0,
+                'installment' => $issue_type['installment'] ?? null,
+                'installment_data' => $issue_type['installment_data'] ?? null,
+                'location' => $issue_type['location'] ?? null,
+                'links' =>  $issue_type['links'] ??null,
+                'stage' => $issue_type['stage'] ?? null,
+                'etat' => $issue_type['etat'] ?? null,
+                'etat_band' => $issue_type['etat_band'] ?? null,
+                'edate' => $issue_type['edate'] ?? null,
+                'renewal_date' => $issue_type['renewal_date'] ?? null,
+                'rollover_date' => $issue_type['rollover_date'] ?? null,
+                'policy_holder_name' => $issue_type['policy_holder_name'] ?? null,
+                'same_as_proposer' => $issue_type['same_as_proposer'] ?? 1,
+                'ref' => $issue_type['ref'] ?? null,
+                'spl' => $issue_type['spl'] ?? null,
+                'fund_received' => $issue_type['fund_received'] ?? null,
+                'listed_insurers' => $issue_type['listed_insurers'] ?? null,
+                'ppteam' => $issue_type['ppteam'] ?? null,
+                'sales_generated_by' => $issue_type['sales_generated_by'] ?? null,
+                'serviced_by' => $issue_type['serviced_by'] ?? null
+            ];
+
+            $data['client_branch_id'] = $client_branch_id;
+        }
+        // print_r($issue_type); 
+        // print_r($data); 
+        // die;
 
         return $data;
     }
@@ -730,11 +790,11 @@ class PolicyTransactionController extends BaseController
         $insert = $this->policyTransactionModel->insert($data);
 
         if ($insert) {
+
             $this->insertTransactionStatus($insert, $data['status'], 1);
             $this->handleCompletedStatus($data, $insert);
             $this->insertOrUpdateCoShareDetails($data, $insert);
 
-
             return $this->respond(['status' => true, 'message' => 'Endorsement transaction created successfully'], 200);
         }
 
@@ -785,7 +845,6 @@ class PolicyTransactionController extends BaseController
         }
     }
 
-
     public function getEndorsementDataForEdit($id)
     {
         $data = $this->policyTransactionModel
@@ -894,6 +953,7 @@ class PolicyTransactionController extends BaseController
             ->join('policy_transaction', 'policy_transaction.id = pt_co_share_details.pt_id')
             ->where('policy_transaction.client_id', $client_id)
             ->where('policy_transaction.client_policy_id', $client_policy_id)
+            ->where('policy_transaction.action_type', 'inception')
             ->findAll();
 
         if ($totalCount) {
@@ -966,5 +1026,437 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('report_bds_filter', $data); 
     }
 
+    //insurer statement list page
+    public function statementList()
+    {
+        // dd($this->updateInsurerStatement(['file_id' => 13]));
+         // $data['insurers'] = $this->insurerModel->where('is_active',1)->findAll();
+         $data['invoice_status_array'] = $this->invoiceStatus;
+         $data['insurers'] = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
+
+         // dd( $data['insurers']);
+         $data['insurer_statement_list'] = $this->insurerStatements
+            ->select('insurer_statements.*, 
+                insurers.name AS insurer_name,insurers.short_name,user_profiles.first_name,insurer_branch.branch_code
+            ')
+            ->join('insurers', 'insurer_statements.insurer_id = insurers.id')
+            ->join('insurer_branch', 'insurer_statements.branch_id = insurer_branch.id')
+            ->join('user_profiles', 'insurer_statements.created_by = user_profiles.id')
+            ->orderBy('insurer_statements.id', 'desc')
+            ->findAll();
+            // dd( $data['insurer_statement_list']);
+        $this->loadLayout('insurer_statement_list',  $data);
+    }
+
+    public function uploadInsurerStatement()
+    {
+
+            //validate uploaded file
+            $filename = '';
+            $validated = $this->validate([
+                'statement' => [
+                    'uploaded[statement]',
+                    'mime_in[statement,application/vnd.ms-excel,application/vnd,application/vnd.openxmlformats-officedocument.spreadsheetml.sheet,application/vnd.oasis.opendocument.spreadsheet]',
+                    'max_size[statement,16384]',
+                ],
+            ]);
+            $this->createStatementFolder();
+            if ($validated) 
+            {
+                    $avatar = $this->request->getFile('statement');
+                    if (!$avatar) {
+                        $this->myLogger->logme("error", 'Statement File not found');
+                        return $this->respond(['dataStatus' => false, 'code' => 400, 'message' => 'File not found'], 400);
+                    }
+
+                    $is_moved = $avatar->move(WRITEPATH . 'uploads/statements/');
+                    if ($is_moved) {
+                        $filename = $avatar->getName();
+                        // Handle successful upload, e.g., log success or further processing
+                        $this->myLogger->logme("error", 'Statement File moved successful');
+                        
+                    } else {
+                        $this->myLogger->logme("error", 'Statement File move failed');
+                        return $this->respond(['dataStatus' => false, 'code' => 500, 'message' => 'File move failed'], 500);
+                    }
+            } else {
+                $this->myLogger->logme("error", 'Statement Upload failed Invalid file');
+                return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'Invalid file'], 404);
+            }
+
+            //process post variable entry in file table
+            $loggedInUserID = get_session_userid();
+            // dd($loggedInUserID);
+            // $loggedInUserID = 8;
+
+            $insurer = $this->request->getPost('insurer');
+
+            $insurer_id = explode('-', $insurer)[0];
+            $branch_id = explode('-', $insurer)[1];
+            // print_r($insurer_id);
+            // print_r($branch_id);
+            // die();
+            $month = $this->request->getPost('statement_month');
+            $month = change_date_format($month,'Y-M-d','Y-m-d');
+            // print_r($month);die;
+
+            $file_id = $this->insurerStatements->insert(['insurer_id' => $insurer_id, 'branch_id' => $branch_id, 'file_name' => $filename,'month' => $month, 'created_by' => $loggedInUserID]); //here field policy_id have client_policy_id and not policy id from policy master
+            $this->myLogger->logme("error", '{file_id} statement uploaded success', ['file_id' => $file_id]);
+
+            //validate file
+            $validation_result = $this->validateInsurerStatement(['file_id' => $file_id]);
+            //update file content to DB
+            if($validation_result['status'] )
+            {
+                $this->updateInsurerStatement(['file_id' => $file_id]);
+            }
+           
+            if (!isset($file_id) || !$validation_result['status']) {
+                return $this->respond(['dataStatus' => false, 'code' => 404, 'message' => 'file not uploaded', 'error_data' => $validation_result['error_data'],'error_code' =>   $validation_result['error_code']], 200);
+            }
+
+            return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'file upload success'], 200);
+    }
+
+    public function createStatementFolder()
+    {
+        $folderPath = WRITEPATH . 'uploads/statements/';
+
+        // Check if the folder doesn't exist
+        if (!file_exists($folderPath)) 
+        {
+            // Create the folder
+            if (mkdir($folderPath, 0777, true)) {
+               $this->myLogger->logme('error','statement upload folder created successfully');
+                
+                // Set permissions to a+rwx (read, write, execute for all)
+                chmod($folderPath, 0777);
+                $this->myLogger->logme('error','Permissions set to a+rwx.');
+            } else {
+                // echo "Failed to create folder.";
+                $this->myLogger->logme('error','Failed to create statement upload folder.');
+            }
+        } 
+        else 
+        {
+            $this->myLogger->logme('error','upload folder exists.');
+        }
+    }
+
+    public function validateInsurerStatement($params)
+    {
+        //get file info
+        $file_id = $params['file_id'];
+        $file = $this->insurerStatements->find($file_id);
+        // dd($file);
+        $date = new \DateTime($file['month']);
+        
+        $month = $date->format('m'); 
+        $year = $date->format('Y');
+
+        $error_data = ['error_code' => '','error_data' => []];
+        $status = 'success';
+        $ret_status = true;
+        // dd($month.'-'.$year);
+        $return = [];
+        if(!isset($file))
+        {
+            //file not found in DB
+            return array('status' => false, 'msg' => 'statement file not found in DB');
+        }
+        $file_name_with_path = WRITEPATH."/uploads/statements/".$file['file_name'];
+        
+        //check physical file
+        if(!file_exists($file_name_with_path))
+        {
+            //file not found  update status and reason 
+            $message = "Physcial file not found";
+            // echo $message;
+            $this->myLogger->logme('error',($message . ' for statement file id ' . $file_id));
+            $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed','reason' => json_encode(['error_code' => 0,'error_data' => $message])])->update();
+            return  array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+        }
+
+        //get excel data to php array
+        $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+        $sheet = $spreadsheet->getActiveSheet();
+        
+        $highestRowAndColumn = $sheet->getHighestRowAndColumn();
+        // dd($highestRowAndColumn);
+        $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+        unset($excel_data[0]);
+        // dd($excel_data);
+        //get no of line items and update in DB
+        $line_items = count($excel_data);
+        // get uploaded month transactions data
+        $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
+        // Kint::dump($source_data);
+        // Kint::dump($excel_data);
+       
+        // check policy no,insurer and etc in DB for this month
+        // if all good return true, otherwise return false with messssage 
+        foreach ($excel_data as $excel_key => $excel_row) 
+        {
+            $is_source_found = 0;
+            $excel_row[4] = trim($excel_row[4]);
+            $excel_row[5] = trim($excel_row[5]);
+            // Kint::dump(change_date_format($excel_row[4],'d-m-Y','Y-m-d'));
+            // echo $excel_row[1].'#'.$excel_row[2] .'#'.$excel_row[3].'#'.change_date_format($excel_row[4],'d-m-Y','Y-m-d').'#'.change_date_format($excel_row[5],'d-m-Y','Y-m-d').'<br>';
+            foreach ($source_data as $source_key => $source_row) 
+            {
+                // Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
+                if( (trim($excel_row[1]) == $source_row['policy_no']) && trim($excel_row[2]) == $source_row['endorsement_no'] && trim($excel_row[3]) == $source_row['client_name']  && change_date_format($excel_row[4],'d-m-Y','Y-m-d') == $source_row['policy_start_date'] &&  change_date_format($excel_row[5],'d-m-Y','Y-m-d') == $source_row['policy_end_date'])
+                {
+                    $is_source_found = 1;
+                    unset($source_data[$source_key]);
+                    continue 2;
+                }
+            }
+
+            if($is_source_found == 0)
+            {
+                // echo $excel_key.'-'.$excel_row[1] . '- not found<br>';
+                $error_data['error_code'] = 1;//match not found
+                // $error_data['error_data'] = ($error_data['error_data'] ?? []);
+                $error_data['error_data'] = array_merge($error_data['error_data'],[$excel_row[0]]);//match not found
+            }
+        }
+
+        if($error_data['error_code'])
+        {
+           $status = 'failed';
+           $ret_status = false;
+        }
+            //update  in DB
+            $this->insurerStatements->where('id', $file_id)->set(['line_items' => $line_items,'file_status' => $status,'reason' => json_encode($error_data)])->update();
+            return array('status' => $ret_status, 'error_code' => $error_data['error_code'],'error_data' => $error_data['error_data']);
+    }
+
+
+    public function updateInsurerStatement($params)
+    {
+        //get file info
+        $file_id = $params['file_id'];
+        $file = $this->insurerStatements->find($file_id);
+        // dd($file);
+        $date = new \DateTime($file['month']);
+        
+        $month = $date->format('m'); 
+        $year = $date->format('Y');
+
+        $error_data = ['error_code' => '','error_data' => []];
+        $status = 'success';
+        $ret_status = true;
+        // dd($month.'-'.$year);
+        $return = [];
+        if(!isset($file))
+        {
+            //file not found in DB
+            return array('status' => false, 'msg' => 'statement file not found in DB');
+        }
+        $file_name_with_path = WRITEPATH."/uploads/statements/".$file['file_name'];
+        
+        //check physical file
+        if(!file_exists($file_name_with_path))
+        {
+            //file not found  update status and reason 
+            $message = "Physcial file not found";
+            // echo $message;
+            $this->myLogger->logme('error',($message . ' for statement file id ' . $file_id));
+            $this->insurerStatements->where('id', $file_id)->set(['file_status' => 'failed','reason' => json_encode(['error_code' => 0,'error_data' => $message])])->update();
+            return  array('status' => false, 'error_code' => 0); //0 - Physcial file not found
+        }
+
+        //get excel data to php array
+        $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+        $sheet = $spreadsheet->getActiveSheet();
+        
+        $highestRowAndColumn = $sheet->getHighestRowAndColumn();
+        // dd($highestRowAndColumn);
+        $excel_data = $sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+        unset($excel_data[0]);
+        // dd($excel_data);
+        //get no of line items and update in DB
+        $line_items = count($excel_data);
+        // get uploaded month transactions data
+        $source_data = $this->PTCOShareDetailsModel->getNonReconcileredPolicyTransactions(month:$month,year:$year,insurer_id:$file['insurer_id'],insurer_branch_id:$file['branch_id']);
+        // Kint::dump($source_data);die;
+        // Kint::dump($excel_data);
+       
+        // check policy no,insurer and etc in DB for this month
+        // if all good return true, otherwise return false with messssage 
+        $data_to_update = [];
+        foreach ($excel_data as $excel_key => $excel_row) 
+        {
+            $is_source_found = 0;
+            $excel_row[4] = trim($excel_row[4]);
+            $excel_row[5] = trim($excel_row[5]);
+           
+            foreach ($source_data as $source_key => $source_row) 
+            {
+                // Kint::dump(change_date_format($excel_row[3],'d-m-Y','Y-m-d'));
+                if( (trim($excel_row[1]) == $source_row['policy_no']) && trim($excel_row[2]) == $source_row['endorsement_no'] && trim($excel_row[3]) == $source_row['client_name']  && change_date_format($excel_row[4],'d-m-Y','Y-m-d') == $source_row['policy_start_date'] &&  change_date_format($excel_row[5],'d-m-Y','Y-m-d') == $source_row['policy_end_date'])
+                {
+                    $is_source_found = 1;
+
+                    //calculate percentage first
+                    $total_amt = 0;
+
+                    $actual_bp_per = trim($excel_row[9]);
+                    $actual_bp_brokerage = trim($excel_row[12]);
+                    $actual_bp_amt = trim($excel_row[6]);
+
+                    if(($actual_bp_brokerage && $actual_bp_brokerage != 0 && $actual_bp_brokerage != ""))
+                    {
+                        $total_amt += $actual_bp_brokerage;
+                        //percentage reverse calculation
+                        if($actual_bp_per == 0 || $actual_bp_per == "")
+                        {
+                            $actual_bp_per = round(($actual_bp_brokerage / $actual_bp_amt) * 100,2);
+                        }
+                        
+                    }
+                    else
+                    {
+                        $actual_bp_brokerage = $actual_bp_amt * ($actual_bp_per / 100);
+                        $total_amt += $actual_bp_brokerage;
+                    }
+
+                    $actual_tp_per = trim($excel_row[10]);
+                    $actual_tp_brokerage = trim($excel_row[13]);
+                    $actual_tp_amt = trim($excel_row[7]);
+
+                    if($actual_tp_brokerage && $actual_tp_brokerage != 0 && $actual_tp_brokerage != "")
+                    {
+                        $total_amt += $actual_tp_brokerage;
+                        //percentage reverse calculation
+                        if($actual_tp_per == 0 || $actual_tp_per == "")
+                        {
+                            $actual_tp_per = ($actual_tp_brokerage / $actual_tp_amt) * 100;
+                        }
+                    }
+                    else
+                    {
+                        $actual_tp_brokerage = $actual_tp_amt * ($actual_tp_per / 100);
+                        $total_amt += $actual_tp_brokerage;
+                    }
+
+                    $actual_tep_per = trim($excel_row[11]);
+                    $actual_tep_brokerage = trim($excel_row[14]);
+                    $actual_tep_amt = trim($excel_row[8]);
+
+                    if($actual_tep_brokerage && $actual_tep_brokerage != 0 && $actual_tep_brokerage != "")
+                    {
+                        $total_amt += $actual_tep_brokerage;
+                        //percentage reverse calculation
+                        if($actual_tep_per == 0 || $actual_tep_per == "")
+                        {
+                            $actual_tep_per = ($actual_tep_brokerage / $actual_tep_amt) * 100;
+                        }
+                    }
+                    else
+                    {
+                        $actual_tep_brokerage = $actual_tep_amt * ($actual_tep_per / 100);
+                        $total_amt += $actual_tep_brokerage;
+                    }
+
+                    //find variance
+                    $variance_amt = $source_row['exp_amt'] - $total_amt;
+
+                    $data_to_update[] = ['id' => $source_row['id'],'actual_bp_amt' => $actual_bp_amt,'actual_tp_amt' => $actual_tp_amt,'actual_tep_amt' => $actual_tep_amt,'actual_bp_per' => $actual_bp_per,'actual_tp_per' => $actual_tp_per,'actual_tep_per' => $actual_tep_per,'variance' => $variance_amt,'actual_tep_brokerage_amt' => $actual_tep_brokerage,'actual_tp_brokerage_amt' => $actual_tp_brokerage,'actual_bp_brokerage_amt' => $actual_bp_brokerage,'reward' => trim($excel_row[15]),'statement_id' => $file_id];
+
+                    unset($source_data[$source_key]);
+                    continue 2;
+                }
+            }
+        }
+        $this->PTCOShareDetailsModel->updateBatch($data_to_update, 'id');
+        // dd($data_to_update);
+        // if($error_data['error_code'])
+        // {
+        //    $status = 'failed';
+        //    $ret_status = false;
+        // }
+            //update  in DB
+            //$this->insurerStatements->where('id', $file_id)->set(['file_status' => $status,'reason' => json_encode($error_data)])->update();
+            return array('status' => $ret_status, 'error_code' => $error_data['error_code'],'error_data' => $error_data['error_data']);
+    }
+
+    public function getInvoicePaymentDetails()
+    {
+         $statement_id = $this->request->getUri()->getSegment(4);
+         
+         $inv_details = $this->insurerStatements->find($statement_id);
+         $inv_payment_details = $this->invPaymentDetailsModel
+                                ->where('statement_id',$statement_id)
+                                ->where('is_active',1)
+                                ->get()
+                                ->getResultArray();
+        // print_r($inv_details);
+        $data = [ 'invoice_status' => $inv_details['invoice_status'],
+                  'invoice_no' => $inv_details['invoice_no'],
+                  'invoice_date' => $inv_details['invoice_date'] ];
+        $data['payments'] = $inv_payment_details;
+        return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => $data], 200);
+        
+
+    }
+
+    public function saveInvoicePaymentDetails()
+    {
+         $jsonData = $this->request->getJSON();
+         $jsonData = (array)$jsonData;
+         // echo 'Hi';
+         // print_r($jsonData);die();
+
+        $invoiceStatus = $jsonData['invoice_status'];
+        $hiddenStatementId = $jsonData['hidden_statement_id'];
+        $invoiceNo    = $jsonData['invoice_no'];
+        $invoiceDate  = $jsonData['invoice_date'];
+
+        //Update statement table
+        $parentData = [
+            'invoice_status' => $invoiceStatus,
+            'invoice_no'     => $invoiceNo,
+            'invoice_date'   => $invoiceDate,
+            'updated_by' => get_session_userid()
+        ];
+
+        
+
+        // $this->insurerStatements->update($hiddenStatementId, $parentData);
+        
+        // Process child data
+        $invoiceAmounts = $jsonData['invoice_amount'];
+        $utrNos = $jsonData['utr_no'];
+        $paymentDates = $jsonData['payment_date'];
+        $pks = $jsonData['pk'];
+
+        foreach ($invoiceAmounts as $index => $invoiceAmount) {
+            $pk = $pks[$index]; // Get the pk for the current record
+            $utrNo = $utrNos[$index];
+            $paymentDate = $paymentDates[$index];
+
+            // Prepare data for insert/update
+            $childData = [
+                'inv_amt' => $invoiceAmount,
+                'utr_no'         => $utrNo,
+                'received_date'   => $paymentDate,
+                'statement_id'      => $hiddenStatementId,
+                'id' => is_numeric($pk) ? (int)$pk : '', 
+            ];
+            if($pk){ $childData['updated_by'] = get_session_userid(); }
+            else { $childData['created_by'] = get_session_userid(); }
+            // print_r($childData);
+            // Insert or update
+            $this->invPaymentDetailsModel->save($childData);
+            print_r($this->invPaymentDetailsModel->errors());
+            
+        }
+
+        return $this->respond(['dataStatus' => true, 'code' => 200], 200);
+        //return $this->response->setJSON(['dataStatus' => 'true']);
+    }
+    
     
 }

app/Helpers/utility_helper.php

@@ -24,6 +24,7 @@ if (!function_exists('change_date_format')) {
     
     function change_date_format($data, $source_format, $output_format)
     {
+        $data = trim($data);
         // echo $data, $source_format, $output_format;return true;
         try {
             // Create DateTime object with the source format
@@ -31,7 +32,8 @@ if (!function_exists('change_date_format')) {
 
             // Check if the DateTime object is created successfully
             if ($dateTime === false) {
-                throw new Exception('Invalid date or format');
+                $errors = DateTime::getLastErrors();
+                throw new Exception('Invalid date or format' . implode(', ', $errors['errors']));
             }
             // Format the DateTime object with the output format
             $formattedDate = $dateTime->format($output_format);

app/Models/InsurerStatements.php

@@ -0,0 +1,30 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class InsurerStatements extends Model
+{
+    protected $table            = 'insurer_statements';
+    protected $primaryKey       = 'id';
+    protected $allowedFields    = [
+        "id",
+        "insurer_id",
+        "branch_id",
+        "line_items",
+        "file_name",
+        "month",
+        "created_by",
+        "is_active",
+        "file_status",
+        "reason",
+        "invoice_status",
+        "invoice_no",
+        "invoice_date",
+        "updated_by"
+
+    ];
+
+
+}

app/Models/InvPaymentDetailsModel.php

@@ -0,0 +1,24 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class InvPaymentDetailsModel extends Model
+{
+    protected $table = 'inv_payment_details';
+    protected $primaryKey = 'id';
+    
+    // Allowed fields for insert/update
+    protected $allowedFields = [
+        'id',
+        'statement_id', 
+        'inv_amt', 
+        'utr_no', 
+        'received_date', 
+        'created_by', 
+        'is_active', 
+        'updated_by'
+    ];
+
+}

app/Models/PTCOShareDetailsModel.php

@@ -47,6 +47,10 @@ class PTCOShareDetailsModel extends Model
         'actual_bp_per',
         'actual_tp_per',
         'actual_tep_per',
+        'actual_bp_brokerage_amt',
+        'actual_tp_brokerage_amt',
+        'actual_tep_brokerage_amt',
+        'reward',
         'exp_amt',
         'variance',
         'remark',
@@ -59,6 +63,43 @@ class PTCOShareDetailsModel extends Model
         'amount',
         'stamp_duty',
         'cop_amt',
+        'statement_id'
     ];
 
+    public function getNonReconcileredPolicyTransactions(string $month,string $year,string $insurer_id,string $insurer_branch_id)
+    {
+        return $this->db->table('pt_co_share_details pt_co')
+        ->select('
+            pt_co.id,
+            pt_co.pt_id,
+            pt_co.exp_amt,
+            pt.id AS policy_transaction_id,
+            pt.endorsement_no,
+            c.client_name,
+            pt.created_at,
+            pt_co.insurer_id,
+            pt_co.insurer_branch_id,
+            pt.policy_no,
+            pt.policy_issue_date,
+            pt.policy_start_date,
+            pt.policy_end_date,
+            pt.status,
+            pt_co.bp_amt,
+            pt_co.tp_amt,
+            pt_co.tep_amt,
+            pt_co.exp_amt
+        ')
+        ->join('policy_transaction pt', 'pt_co.pt_id = pt.id')
+        ->join('clients c', 'pt.client_id = c.id')
+        ->where('pt_co.is_active', 1)
+        ->where('MONTH(pt.created_at)', $month)
+        ->where('YEAR(pt.created_at)', $year)
+        ->where('pt_co.insurer_id', $insurer_id)
+        ->where('pt_co.insurer_branch_id', $insurer_branch_id)
+        // ->where('pt_co.exp_amt', 0.00)
+        // ->orWhere('pt_co.exp_amt is null')
+        ->get()
+        ->getResultArray();
+    }
+    
 }

app/Views/insurer_statement_list.php

@@ -0,0 +1,708 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+/* table.dataTable thead th {
+    padding: 4px 4px !important;
+} */
+
+.col-12 {
+
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+
+.highlight {
+    border: 2px solid red; 
+    background-color: #ffe6e6; 
+}
+
+.column-header {
+    margin-right: 10px; /* Adjust this value as needed */
+}
+
+.form-section {
+    border: 1px solid #ccc;
+    padding: 15px;
+    margin-bottom: 20px;
+}
+
+.row-box {
+    border: 1px solid #ccc;
+    padding: 10px;
+    margin-bottom: 10px;
+}
+</style>
+
+<style>
+    .switch {
+    position: relative;
+    display: inline-block;
+    width: 54px;
+    height: 34px;
+    }
+
+    .switch input { 
+    opacity: 0;
+    width: 0;
+    height: 0;
+    }
+
+    .slider {
+    position: absolute;
+    cursor: pointer;
+    top: 0;
+    left: 0;
+    right: 0;
+    bottom: 0;
+    background-color: #ccc;
+    -webkit-transition: .4s;
+    transition: .4s;
+    }
+
+    .slider:before {
+    position: absolute;
+    content: "";
+    height: 19px;
+    width: 19px;
+    left: 4px;
+    bottom: 4px;
+    background-color: white;
+    -webkit-transition: .4s;
+    transition: .4s;
+    }
+
+    input:checked + .slider {
+    background-color: #2196F3;
+    }
+
+    input:focus + .slider {
+    box-shadow: 0 0 1px #2196F3;
+    }
+
+    input:checked + .slider:before {
+    -webkit-transform: translateX(26px);
+    -ms-transform: translateX(26px);
+    transform: translateX(26px);
+    }
+
+    /* Rounded sliders */
+    .slider.round {
+    border-radius: 34px;
+    }
+
+    .slider.round:before {
+    border-radius: 50%;
+    }
+</style>
+
+<div class="row" id="inception_list">
+    <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;">Insurer Statement List</h4>
+                    </div>
+                    <!-- <div class="col-2" id="add_div" style="text-align: right; position: relative;top: 56px; left: 314px;"> -->
+                        <!-- <button type="button" id="change_status" class="btn btn-primary waves-effect waves-light">Invoice Status</button> -->
+                    <!-- </div> -->
+
+                    <!-- <div class="col-1" id="status_change" style="text-align: right; position: relative;top: 56px; left: 291px;"> -->
+                        <button type="button" id="btnAdd" onclick="showFileUploadModal()" class="btn btn-primary waves-effect waves-light">Upload</button>
+                    <!-- </div> -->
+                </div>
+                <div>
+                    <table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
+                        <thead class="bg-light">
+                            <tr>
+                                <th></th>
+                                <th><div class="column-header">Insurer</div></th>
+                                <th><div class="column-header">Month</div></th>
+                                <th><div class="column-header">Statement</div></th>
+                                <th><div class="column-header">Line Items</div></th>
+                                <th><div class="column-header">User/Time</div></th>
+                                <th><div class="column-header">Action</div></th>
+                            </tr>
+                        </thead>
+
+                        <tbody>
+                            <?php foreach($insurer_statement_list as $row){ ?>
+                            <tr>
+                                <td><input type="hidden" class="row-select" data-id="<?= $row['id']; ?>"></td>
+                                <td><?php echo $row['short_name'].'-'.$row['branch_code']; ?></td>
+                                <td><?php echo change_date_format($row['month'],'Y-m-d','M-Y'); ?></td>
+                                <td><?php echo $row['file_name'] ?> </td>
+                                <td><?php echo $row['line_items'] ?></td>
+                                <td><?php echo change_date_format($row['created_at'],'Y-m-d H:i:s','d M Y h:i a').' by <br>'.$row['first_name'] ?></td>
+                                <td>
+                                
+                                    <div class="btn-group dropdown">
+                                        <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                        <div class="dropdown-menu dropdown-menu-right">
+                                            <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="showInvoiceStatusModal(event)">
+                                                <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Invoice status
+                                            </a>
+                                        </div>
+                                    </div>
+                                </td>
+                                
+                            </tr>
+                            <?php } ?>
+                        </tbody>
+                    </table>
+                </div>
+            </div>
+        </div>
+    </div><!-- end col -->
+</div>
+<!-- end table row -->
+
+<!-- CD No form content modal-->
+<div class="modal fade" id="cd_form_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="title">Add CD Account Number</h4>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+
+            <div class="modal-body p-4">
+                <div class="">
+
+                    <form role="form" class="parsley-examples" method="post" id="CDMasterForm" enctype="multipart/form-data">
+                        
+                        <div class="form-group">
+
+                            <div class="form-row">
+                                <div class="form-group col-md-12">
+                                    <label for="email">Opening Date<span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" name="opening_date" id="opening_date" required>
+                                </div>
+                            </div>
+
+                            <div class="form-row">
+                                <div class="form-group col-md-12">
+                                    <label for="mobile">CD Account Number<span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" id="cd_ac_no_data" name="cd_ac_no" required>
+                                </div>
+                            </div>
+
+                            <div class="form-row">
+                                <div class="form-group col-md-12">
+                                    <label for="mobile">Opening Amount<span class="text-danger">*</span></label>
+                                    <input type="text" class="form-control" id="opening_bal" name="opening_bal" onkeypress="return onlyNumbers(event)" required>
+                                </div>
+                            </div>
+
+                        </div>
+
+                        <div class="form-group text-right m-b-0">
+                            <button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
+                                id="btnSubmit">Submit</button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+</div>
+
+
+<div class="modal fade" id="file_upload" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="title">Upload Insurer Statement</h4>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+
+            <div class="modal-body p-4">
+                <div class="">
+
+                    <form role="form" class="parsley-examples" method="post" id="insurer_statement_upload_form" enctype="multipart/form-data" action="upload">
+                        
+                        <div class="form-group">
+
+                            <div class="form-group col-md-12">
+                                <label for="insurer"> Insurer <spanclass="text-danger">*</spanclass=></label>
+                                <select class="form-control" id="insurer" name="insurer" required>
+                                    <option value="" selected>Select Insurer</option>
+                                        <?php
+                                            if (isset($insurers) && count($insurers)) {
+                                                foreach ($insurers as $key => $value) {
+                                                    echo "<option value=" . $value['insurer_id'].'-'.$value['id'] . ">" . $value['insurer_name'] .'-'. $value['branch_code'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                </select>
+                            </div>   
+                             <div class="form-group col-md-12">
+                                <label for="statement_month">Statement month</label>
+                                <input type="date" class="form-control" id="statement_month" name="statement_month" placeholder="Enter Invoice Number" required>
+                            </div>
+                            <div class="form-group col-md-12" >
+                                <label for="statment">Statement </label>
+                                <input type="file" class="form-control" name="statement" required  accept=" application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel,application/vnd.oasis.opendocument.spreadsheet">
+                            </div>
+
+                        </div>
+
+                        <div class="form-group text-right m-b-0">
+                            <button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
+                                id="btnSubmit">Submit</button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-- Invoice status content modal-->
+<div class="modal fade" id="invoice_modal" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-lg">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="title">Update Invoice Status</h4>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+
+            <div class="modal-body p-4">
+                <div class="">
+                    <form role="form" class="parsley-examples" method="post" id="invoiceForm" enctype="multipart/form-data" action="<?php echo base_url().'policy_tranction/statement/saveInvoicePaymentDetails'?>">
+                        
+                        <div class="form-group">
+                            <div class="row">
+                                <div class="form-group col-md-6">
+                                    <label for="addon_policy">Invoice Status <span class="text-danger">*</span></label>
+                                    <select class="form-control" id="invoice_status" name="invoice_status" required>
+                                        <option value="" selected>Select Invoice Status</option>
+                                        <?php
+                                            if (isset($invoice_status_array) && count($invoice_status_array)) {
+                                                foreach ($invoice_status_array as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                    <input type="hidden" id="hidden_statement_id" name="hidden_statement_id">
+                                </div>  
+                            </div>
+
+                            <!-- Invoice Number and Invoice Date in same row -->
+                            <div class="row" id="invoice_no_div_modal" style="display: none;">
+                                <div class="form-group col-md-6">
+                                      <label for="invoice_no">Invoice Number<span id="base_danger" class="text-danger"></span></label>
+                                    <input type="text" class="form-control" id="invoice_no_modal" name="invoice_no" placeholder="Enter Invoice Number" required>
+                                </div>
+                                <div class="form-group col-md-6">
+                                     <label for="invoice_date">Invoice Date</label>
+                                    <input type="date" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>" required>
+                                </div>   
+                            </div>
+
+                        </div>
+
+                        <!-- Payment Received Table -->
+                        <div class="form-group col-md-12" style="display: none;" id="payment_table_div_modal">
+                            <button type="button" id="add_row_btn" class="btn btn-secondary float-right"><i class="fa fa-plus"></i></button>
+
+
+                            <table class="table table-bordered" id="payment_table_modal">
+                                <thead>
+                                    <tr>
+                                        <th style="display: none;">pk</th>
+                                        <th>Invoice Amount</th>
+                                        <th>UTR Number</th>
+                                        <th>Date</th>
+                                        <th>Action</th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                                    <tr>
+                                        <td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
+                                        <td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" required></td>
+                                        <td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
+                                        <td><input type="date" class="form-control" name="payment_date[]" value="<?php echo date('Y-m-d'); ?>" required></td>
+                                        <td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
+                                    </tr>
+                                </tbody>
+                            </table>
+                            <!-- <button type="button" id="add_row_btn" class="btn btn-secondary float-right mt-2"><i class="fa fa-plus"></i></button> -->
+
+                        </div>
+
+                        <div class="form-group text-right m-b-0">
+                             <!-- <button type="button" id="add_row_btn" class="btn btn-primary waves-effect waves-light mr-1">Add payment</button> -->
+                            <button type="submit" class="btn btn-primary waves-effect waves-light mr-1" id="btnSubmit">Submit</button>
+                        </div>
+                    </form>
+                </div>
+            </div>
+        </div>
+    </div>
+</div>
+
+
+<script>
+    document.getElementById('invoice_status').addEventListener('change', function () {
+        const invoiceStatus = this.value;
+        console.log(invoiceStatus);
+        const invoiceNoDiv = document.getElementById('invoice_no_div_modal');
+        // const invoiceDateDiv = document.getElementById('invoice_date_div_modal');
+        const paymentTableDiv = document.getElementById('payment_table_div_modal');
+
+        // Hide everything initially
+        invoiceNoDiv.style.display = 'none';
+        // invoiceDateDiv.style.display = 'none';
+        paymentTableDiv.style.display = 'none';
+
+        // Show fields based on selected status
+        if (invoiceStatus === 'generated' || invoiceStatus === 'sent') {
+            invoiceNoDiv.style.display = 'flex';
+            switchRequired('invoice_no_modal',true);
+            switchRequired('invoice_date_modal',true);
+
+             switchRequired('invoice_amount',false,'name');
+             switchRequired('utr_no',false,'name');
+             switchRequired('payment_date',false,'name');
+             switchRequired('pk',false,'name');
+            // invoiceDateDiv.style.display = 'block';
+        } else if (invoiceStatus === 'payment_received') {
+            invoiceNoDiv.style.display = 'flex';
+            paymentTableDiv.style.display = 'block';
+             switchRequired('invoice_no_modal',true);
+             switchRequired('invoice_date_modal',true);
+           
+             switchRequired('invoice_amount',true,'name');
+             switchRequired('utr_no',true,'name');
+             switchRequired('payment_date',true,'name');
+             switchRequired('pk',true,'name');
+        }else if(invoiceStatus === 'pending')
+        {
+             invoiceNoDiv.style.display = 'none';
+             paymentTableDiv.style.display = 'none';
+             switchRequired('invoice_no_modal',false);
+             switchRequired('invoice_date_modal',false);
+
+             switchRequired('invoice_amount',false,'name');
+             switchRequired('utr_no',false,'name');
+             switchRequired('payment_date',false,'name');
+             switchRequired('pk',false,'name');
+
+        }
+    });
+
+    
+
+    $(document).ready(function () {
+    $('#invoiceForm').on('submit', function (e) {
+        e.preventDefault();  // Prevent default form submission
+        var form = document.getElementById('invoiceForm');
+        if(!form.checkValidity())
+        {
+            return false;
+        }
+        
+        
+        // Serialize form data to array and then convert to JSON
+        var formData = new FormData(form);
+        var formDataJSON = {};
+
+        // Iterate over FormData entries
+        formData.forEach(function(value, key) {
+            // Check if the key ends with '[]' indicating an array-like input
+            if (key.endsWith('[]')) {
+                // Remove '[]' from the key and store it as an array in formDataJSON
+                var arrayKey = key.slice(0, -2);
+                if (!formDataJSON[arrayKey]) {
+                    formDataJSON[arrayKey] = [];
+                }
+                formDataJSON[arrayKey].push(value); // Push the value into the array
+            } else {
+                formDataJSON[key] = value; // Standard single-value field
+            }
+        });
+
+        // Convert the JSON object to a string
+        var jsonData = JSON.stringify(formDataJSON);
+        console.log(jsonData);
+        $('.loader').fadeIn();
+         $('.loader-mask').fadeIn();
+        // Send the JSON data to the backend using AJAX
+        $.ajax({
+            url: 'saveInvoicePaymentDetails',  // Replace with your backend URL
+            type: 'POST',
+            contentType: 'application/json',
+            data: jsonData,
+            success: function (response) {
+                console.log(response);
+                // Close the modal
+                // var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
+                // myModal.hide();
+
+                // Reset the form data
+                $('#invoiceForm')[0].reset();
+
+                // Optionally display success message or perform further actions
+                alert('Invoice updated successfully!');
+            },
+            error: function (xhr, status, error) {
+                // Handle any errors
+                console.error('Form submission failed:', error);
+                alert('An error occurred while updating the invoice.');
+            }
+        });
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(10).fadeOut('slow');
+    });
+    });
+
+
+    // Add/Delete rows in the payment table
+    document.getElementById('add_row_btn').addEventListener('click', function () {
+        const tableBody = document.querySelector('#payment_table_modal tbody');
+        const newRow = document.createElement('tr');
+
+        newRow.innerHTML = `
+            <td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
+            <td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" required></td>
+            <td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
+            <td><input type="date" class="form-control" value="<?php echo date('Y-m-d'); ?>" name="payment_date[]" placeholder="Enter UTR No" required></td>
+            <td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
+        `;
+
+        tableBody.appendChild(newRow);
+    });
+
+   // Remove row
+    document.getElementById('payment_table_modal').addEventListener('click', function (e) {
+        if (e.target && e.target.classList.contains('remove-row')) {
+            if (confirm("Do you want to delete this entry?")) {
+                var row = e.target.closest('tr');
+                var pk = row.querySelector('input[name="pk[]"]').value;
+
+                if (pk === "") {
+                    // If pk is empty, remove the row
+                    row.remove();
+                } else {
+                    // If pk is non-empty, send AJAX request to remove it from the backend
+                    $.ajax({
+                        url: '/delete-entry', // Your backend URL here
+                        type: 'POST',
+                        data: { pk: pk }, // Send the pk value to delete on server-side
+                        success: function (response) {
+                            // On success, remove the row
+                            if (response.success) {
+                                row.remove();
+                            } else {
+                                alert('Failed to delete the entry.');
+                            }
+                        },
+                        error: function () {
+                            alert('Error occurred while deleting the entry.');
+                        }
+                    });
+                }
+            }
+        }
+    });
+
+
+    function switchRequired(elementId, isRequired, type = 'id') {
+        
+        if(type == 'id')//id attribute
+        {
+            let element = document.getElementById(elementId);
+            if (isRequired) {
+                element.setAttribute('required', 'required');
+            } else {
+                element.removeAttribute('required');
+            }
+        }
+        else //name attribute
+        {
+            var name_attribute = elementId+'[]';
+            // Select all elements with the name 'invoice_amt[]'
+            var elements = document.getElementsByName(name_attribute);
+
+            // Loop through the elements and set or remove the 'required' attribute
+            elements.forEach(function(element) {
+                if (isRequired) {
+                    element.setAttribute('required', 'required');  // Make required
+                } else {
+                    element.removeAttribute('required');  // Remove required
+                }
+            });
+        }
+}
+
+</script>
+
+<script>
+
+function showFileUploadModal(input)
+{
+        var myModal = new bootstrap.Modal(document.getElementById('file_upload'));
+        myModal.show();
+        // $(input).val('');
+}
+
+function showInvoiceStatusModal(event)
+{
+        // console.log(event.target.data)
+        var dataId = event.target.getAttribute('data-id');
+        // Set the value to a hidden input field in the modal
+        document.getElementById('hidden_statement_id').value = dataId; 
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+        // AJAX call to get the invoice details based on data-id
+        $.ajax({
+            url: 'getPaymentDetails/'+ dataId, // Replace with your backend URL
+            method: 'get',
+            // data: { id: dataId },
+            // dataType: 'json',
+            success: function(response) {
+                $('.loader').fadeOut();
+            $('.loader-mask').delay(10).fadeOut('slow');
+                console.log(response);
+                // Assuming response contains the necessary data
+                if (response.dataStatus === true && response.code === 200) {
+                    // Populate modal fields
+                    if(response.data.invoice_status !== null)
+                    {
+                        var inv_status_element = document.getElementById('invoice_status');
+                        inv_status_element.value = response.data.invoice_status;
+                        var event = new Event('change');
+                        inv_status_element.dispatchEvent(event);
+                    }
+                    
+                    document.getElementById('invoice_no_modal').value = response.data.invoice_no;
+                    document.getElementById('invoice_date_modal').value = response.data.invoice_date;
+
+                    // Clear existing rows in the payment table
+                    var paymentTableBody = document.querySelector('#payment_table_modal tbody');
+                    
+
+                    // Populate payment table rows
+                    if(response.data.payments.length)
+                    {
+                        paymentTableBody.innerHTML = '';
+                        response.data.payments.forEach(function(payment) {
+                            var row = paymentTableBody.insertRow();
+                            row.innerHTML = `
+                                <td style="display: none;"><input type="hidden" class="form-control" name="pk[]" value="${payment.id}"></td>
+                                <td><input type="number" class="form-control" name="invoice_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" required></td>
+                                <td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" value="${payment.utr_no}" required></td>
+                                <td><input type="date" class="form-control" name="payment_date[]" value="${payment.received_date}" required></td>
+                                <td><i class="fa fa-trash mr-2 font-18 vertical-middle text-danger remove-row" style="text-align: center;"></i></td>
+                            `;
+                        });
+                    }
+
+                    // Show the modal
+                    var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
+                    myModal.show();
+                } else {
+                    // Handle error if the response is not successful
+                    console.error('Failed to fetch data:', response);
+                    alert("Something went wrong! Couldn't get data");
+                }
+            },
+            error: function(xhr, status, error) {
+                // Handle AJAX errors
+                console.error('AJAX Error:', status, error);
+                alert("Something went wrong! Couldn't reach app");
+            }
+        });
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(10).fadeOut('slow');
+        var myModal = new bootstrap.Modal(document.getElementById('invoice_modal'));
+        myModal.show();
+        // $(input).val('');
+}
+
+$(document).ready(function(){
+   
+    var rollover_date = flatpickr("#statement_month", {
+        dateFormat: "Y-M-d",
+        allowInput: true
+    });
+});
+
+
+ $('#insurer_statement_upload_form').submit(function(event) {
+    event.preventDefault();
+    var isValid = $('#insurer_statement_upload_form').parsley().validate();
+    if (!isValid) {
+        console.log('Form is Empty', 'Warning');
+        alert('choose all fileds');
+        return;
+    }
+
+    // Create FormData object
+    var formData = new FormData($(this)[0]);
+    for (var pair of formData.entries()) {
+        console.log(pair[0] + ', ' + pair[1]);
+    }
+
+         $('.loader').fadeIn();
+         $('.loader-mask').fadeIn();
+        $.ajax({
+            url: $(this).attr("action"),
+            type: "POST",
+            data: formData,
+            processData: false, // Prevent jQuery from automatically processing the data
+            contentType: false, // Let jQuery handle the content type
+            headers: {
+                // "Content-Type":"multipart/form-data",
+                "X-Requested-With": "XMLHttpRequest"
+            },
+            success: function(response) {
+
+                console.log(response);
+                $('#insurer_statement_upload_form')[0].reset();
+
+                if (response.code === 200 && response.dataStatus === true && response
+                    .data !== "") {
+                    toastr.success(
+                        'File upload successs',
+                        'success');
+                    $('.close').click()
+                    window.location.reload(true);
+                } else if (response.code === 404 && response.dataStatus === false) {
+                    console.error('no data found', response);
+                    // alert(response.message);
+                    toastr.error(response.message, 'Failed');
+                    window.location.reload(true);
+                } else {
+                    console.error('Something went wrong!');
+                    // alert('Something went wrong! Try later');
+                    toastr.error('Something went wrong! Try later', 'Error');
+                    window.location.reload(true);
+                }
+
+            },
+            error: function(xhr, status, error) {
+                // Request failed, handle error
+                console.error("Request failed:", status, error);
+                toastr.error('Something went wrong! Try later', 'Error');
+                $('#uploadForm')[0].reset();
+                window.location.reload(true);
+            }
+        });
+         $('.loader').fadeOut();
+         $('.loader-mask').delay(10).fadeOut('slow');
+    });
+
+</script>

app/Views/layout/footer.php

@@ -299,7 +299,7 @@
 
         fetchMessages();
 
-        setInterval(fetchMessages, 10000); // Fetch messages every ten seconds
+        setInterval(fetchMessages, 60000); // Fetch messages every sixty seconds
     });
 
     $(document).ready(function() {

app/Views/layout/header.php

@@ -670,6 +670,9 @@
                                 <li>
                                     <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
                                 </li>
+                                <li>
+                                    <a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
+                                </li>
                             </ul>
                         </div>
                     </li>

app/Views/policy_transaction_endorsement_form.php

@@ -284,13 +284,15 @@
                                                                                 <thead>
                                                                                     <tr>
                                                                                         <th>Premium Details</th>
+                                                                                        <!-- Add additional header columns if needed for insurers -->
                                                                                     </tr>
                                                                                 </thead>
                                                                                 <tbody>
-                                                                                    <tr style="display: none;">
+                                                                                    <tr>
                                                                                         <td>Insurer</td>
+                                                                                        <!-- Columns for dynamic insurers will be added here -->
                                                                                     </tr>
-                                                                                    <tr id="is_leader_tr" style="display: none;">
+                                                                                    <tr>
                                                                                         <td>Is Leader?</td>
                                                                                     </tr>
                                                                                     <tr id="co_share_per_tr" style="display: none;">
@@ -630,6 +632,7 @@ $("#endorsement_form_id").submit(function(event) {
             if (res.status == true) {
                 toastr.success(res.message, 'Success');
                 $('#policy_tranction_primarykey').val(res.pt_id);
+                window.location.reload(true);
             } else {
                 toastr.error(res.message, 'Error');
             }
@@ -845,7 +848,7 @@ function addInsurerColumn() {
             case 1: // Is Leader?
                 newCell = `<td>                                    
                             <label class="switch" style="position: relative; top: 5px; left: 35px;">
-                                    <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
+                                <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" disabled>
                                 <span class="slider round" style="height: 27px;"></span>
                             </label>
                             <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
@@ -860,7 +863,7 @@ function addInsurerColumn() {
             case 4: // TP / Ter Premium
                 newCell = `<td><input type="text" id="tp_ter_premium_${insurerCount}" name="tp_ter_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
                 break;
-            case 5: // co Premium
+            case 5: // Co Premium
                 newCell = `<td><input type="text" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')"></td>`;
                 break;
             case 6: // CGST
@@ -873,7 +876,7 @@ function addInsurerColumn() {
                 newCell = `<td><input type="text" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')"></td>`;
                 break;
             case 9: // GST Amount
-                newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly></td>`;
+                newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" readonly></td>`;
                 break;
             case 10: // Stamp Duty
                 newCell = `<td><input type="text" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')"></td>`;
@@ -891,66 +894,65 @@ function addInsurerColumn() {
                 newCell = `<td><input type="text" name="agreed_amount[]" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 15: // Standard BP %
-                newCell = `<td><input type="text" class="readonly-color" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                newCell = `<td><input type="text" class="readonly-color" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
                 break;
+
             case 16: // Standard TP %
-                newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" readonly></td>`;
-                newCell += `<td class="std_ter_td" style="dispaly: none;"><input type="text" class="readonly-color" name="standard_tep[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                newCell += `<td class="std_ter_td" style="display: none;"><input type="text" class="readonly-color" name="standard_tep[]" readonly></td>`;
                 break;
             case 17: // id
                 newCell = `<td><input type="hidden" name="co_share_id[]"></td>`;
                 break;
-
         }
 
+        // Append new cell to the current row
         $(this).append(newCell);
 
-        $('#follow_insurer_id_' + insurerCount).select2()
+        // Initialize select2 for newly added insurer select dropdown
+        $('#follow_insurer_id_' + insurerCount).select2();
 
-        var selectedOption = $('#policy_type_id').find('option:selected');
+        // Get selected policy type data
+        const selectedOption = $('#policy_type_id').find('option:selected');
+        const bap = selectedOption.data('bap');
 
-        var ebp = selectedOption.data('ebp');
+        // Update column headers and visibility based on policy type
-        var etp = selectedOption.data('etp');
+        if (bap === 'Fire' || bap === 'Marine Cargo' || bap === 'Marine Hull') {
-        var etep = selectedOption.data('etep');
+            $('#tp_premium_td').text('Ter Premium');
-        var iep = selectedOption.data('iep');
+            $('#agree_tp_td').text('Agreed Ter %');
-        var itp = selectedOption.data('itp');
+            $('#std_head').text('Standard Ter %');
-        var itep = selectedOption.data('itep');
+            $('.std_ter_td').show();
-
-        var bap = selectedOption.data('bap');
-
-
-        if(bap == 'Fire' || bap == 'Marine Cargo' || bap == 'Marine Hull'){
-            $('#tp_premium_td').text('Ter Premium')
-            $('#agree_tp_td').text('Agreed Ter %')
-            $('#std_head').text('Standard Ter %')
-            $('.std_ter_td').show()
             $('.std_tp_td').hide();
         } else {
-            $('#tp_premium_td').text('TP Premium')
+            $('#tp_premium_td').text('TP Premium');
-            $('#agree_tp_td').text('Agreed TP %')
+            $('#agree_tp_td').text('Agreed TP %');
-            $('#std_head').text('Standard TP %')
+            $('#std_head').text('Standard TP %');
-            $('.std_ter_td').hide()
+            $('.std_ter_td').hide();
-            $('.std_tp_td').show()
+            $('.std_tp_td').show();
         }
 
-        if(bap == 'Motor'){
+        // Hide TP premium row for Motor policy type
+        if (bap === 'Motor') {
             $('#tp_premium_tr').hide();
         } else {
             $('#tp_premium_tr').show();
         }
 
-        $('[name="standard_bp[]"]').val(ebp);
+        // Set standard values
-        $('[name="standard_tp[]"]').val(etp);
+        $('#standard_bp_' + insurerCount).val(selectedOption.data('ebp'));
-        $('[name="standard_tep[]"]').val(etep);
+        // $('[name="standard_bp[]"]').val(selectedOption.data('ebp'));
+        $('[name="standard_tp[]"]').val(selectedOption.data('etp'));
+        $('[name="standard_tep[]"]').val(selectedOption.data('etep'));
 
+        // Set 'follow_insurer' to required if more than 1 column exists
         if (insurerCount > 1) {
             $('.follow_insurer').prop('required', true);
         } else {
             $('.follow_insurer').prop('required', false);
         }
-
     });
 
+
     // Add click event for delete button
     $('.delete-insurer').off('click').on('click', function() {
         const index = $(this).closest('th').index();
@@ -994,16 +996,18 @@ function removeAllColumnsExceptFirst(tableId) {
 function populateTable(dataArray, status = false) {
     dataArray.forEach((data, index) => {
         // Add a new insurer column for each entry in the data array
-        addInsurerColumn(); // This will add a new column dynamically
+        addInsurerColumn(); // Assuming this function adds a new column dynamically
 
         // Populate the fields with the provided data
         $('#insurerTable tbody tr').each(function(rowIndex, row) {
-            const cell = $(row).find('td').eq(insurerCount); // Get the newly added column by `insurerCount`
+            const cell = $(row).find('td').eq(insurerCount); // Ensure insurerCount is correctly set or incremented
+
+            // Split insurer id and branch id properly
+            let insurer = data.insurer_branch_id + '-' + data.insurer_id;
             
-            let insurer = data.insurer_branch_id + '-' + data.insurer_id
             switch (rowIndex) {
                 case 0: // Insurer selection
-                    cell.find('select').val(insurer).change();
+                    cell.find('select').val(insurer).prop('disabled', true).select2();
                     break;
                 case 1: // Is Leader?
                     cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
@@ -1058,11 +1062,12 @@ function populateTable(dataArray, status = false) {
                     }
                     break;
                 case 17: // id
-                    cell.find('input').val(data.id);
+                    cell.find('input').val(status ? data.id : '');
                     break;
             }
         });
     });
 }
 
+
 </script>

app/Views/policy_transaction_endorsement_list.php

@@ -68,6 +68,7 @@ table.dataTable thead th {
                             <th>Issuer</th>
                             <th>Client</th>
                             <th>Branch</th>
+                            <th>Insurer</th>
                             <th>Policy</th>
                             <th>Endorsement Type</th>
                             <th>Endorsement No</th>
@@ -83,11 +84,12 @@ table.dataTable thead th {
                         <?php foreach($endorsement_data_list as $row){ ?>
                         <tr>
                             <td><input type="checkbox" class="row-select" data-id="<?= $row['id']; ?>"></td>
-                            <td><?php $issuer[$row['issuer']] ?? ''; ?></td>
+                            <td><?php echo $issuer[$row['issuer']] ?? ''; ?></td>
                             <td><?php echo $row['client_short_name']; ?></td>
                             <td><?php echo $row['client_branch_name']; ?></td>
+                            <td><?php echo $row['insurer_short_name']; ?></td>
                             <td><?php echo $row['policy_type']; ?></td>
-                            <td><?php echo $row['action_type']; ?></td>
+                            <td><?php echo $action_type[$row['action_type']]; ?></td>
                             <td><?php echo $row['endorsement_no']; ?></td>
                             <td><?php echo date('d-m-Y', strtotime($row['data_received_date'])); ?></td>
                             <td><?php echo $row['emp_count']; ?></td>

app/Views/policy_transaction_inception_form.php

@@ -1123,44 +1123,46 @@ $(document).ready(function() {
 
 //edit function
 function getPolicyTransactionDataForEdit(input) {
+
     $('.loader').fadeIn();
     $('.loader-mask').fadeIn();
 
     $('#inception_form_id')[0].reset();
     var id = $(input).attr('data-id');
+    console.log('Selected policy transaction ID:', id);
 
     $.ajax({
         url: '<?= base_url("/policy_tranction/inception/list/") ?>' + id,
         type: "GET",
         dataType: 'json',
         success: function(res) {
-
             console.log('getPolicyTransactionDataForEdit', res);
 
             if (res.status == true) {
 
-                hide_list_show_add()
+                hide_list_show_add();
 
-                var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res
+                var page_title = 'Edit Policy' + (res.data.client_short_name || res.data.policy_type || res.data.policy_no ? 
-                    .data.policy_no ? ' - ' + [res.data.client_short_name, res.data.policy_type, res
+                    ' - ' + [res.data.client_short_name, res.data.policy_type, res.data.policy_no]
-                        .data.policy_no
+                    .filter(Boolean).join('-') : '');
-                    ].filter(Boolean).join('-') : '');
 
-                $('#page_title').text(page_title)
+                $('#page_title').text(page_title);
 
+                // Setting values to correct fields
                 $('#policy_tranction_primarykey').val(res.data.id);
                 $('#client_policy_id').val(res.data.client_policy_id);
                 $('#client_id_for_edit').val(res.data.client_id);
                 $('#issuer').val(res.data.issuer);
-                $('#issue_type').val(res.data.issue_type).change();
+                $('#issue_type').val(res.data.issue_type);
 
+                setTimeout(function() {
                     $('#client_id').val(res.data.client_id).change();
                     $('#client_type').val(res.data.client_type);
-                $('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id).change();
+                    $('#insurer_id').val(res.data.insurer_branch_id + '-' + res.data.insurer_id);
-                $('#vehicle_no').val(res.data.vehicle_id).change();
+                    $('#vehicle_no').val(res.data.vehicle_id).select2();
+                }, 1000);
 
                 var tpaValue = '';
-
                 if (res.data.master_tpa_branch_id && res.data.master_tpa_id) {
                     tpaValue = res.data.master_tpa_branch_id + '-' + res.data.master_tpa_id;
                 } else if (res.data.tpa_branch_id && res.data.tpa_id) {
@@ -1168,6 +1170,7 @@ function getPolicyTransactionDataForEdit(input) {
                 }
 
                 $('#tpa').val(tpaValue).change();
+
                 if (res.data.master_policy_type_id) {
                     $('#policy_type_id').val(res.data.master_policy_type_id).change();
                 } else {
@@ -1193,29 +1196,24 @@ function getPolicyTransactionDataForEdit(input) {
                 }
 
                 if (res.data.pt_co_share_details && res.data.pt_co_share_details.length > 0) {
-
+                    $('#tab_content').empty();
-                    $('#tab_content').empty()
+                    count = 0;
-                    count = 0
-
                     $.each(res.data.pt_co_share_details, function(index, item) {
-                        // appendNewTab(item);
+                        // appendNewTab(item); // Uncomment when implementing tab addition logic
                     });
-
                 }
 
-
                 setTimeout(function() {
-
                     $('#cd_ac_no').val(res.data.cd_ac_no);
-                    $('#client_branch_id').val(res.data.client_branch_id).change();
+                    $('#client_branch_id').val(res.data.client_branch_id).select2();
                     $('#source_client_policy_id').val(res.data.source_client_policy_id).change();
                     $('#base_policy').val(res.data.base_policy).change();
 
                     $('.loader').fadeOut();
                     $('.loader-mask').delay(350).fadeOut('slow');
+                }, 2000);
 
-                }, 1000)
+                // Set additional fields
-
                 $('#policy_status').val(res.data.status);
                 $('#ref').val(res.data.ref);
                 $('#spl').val(res.data.spl);
@@ -1242,8 +1240,7 @@ function getPolicyTransactionDataForEdit(input) {
                 $('#sales_generated_by').val(res.data.sales_generated_by ?? '').change();
                 $('#serviced_by').val(res.data.serviced_by ?? '').change();
 
-
+                // Additional form handling logic
-                // Issuer Type - JBIS or Nhance
                 if (res.data.issue_type == 2) {
                     $('#renewal').show();
                     $('#source_client_policy_id').attr('required', true);
@@ -1252,31 +1249,31 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#source_client_policy_id').attr('required', false);
                 }
 
-                //For Base Policy
+                // Handle base policy visibility
                 if (res.data.is_addon == 2 || res.data.is_addon == 3) {
                     $('#base_policy_id').show();
                 } else {
                     $('#base_policy_id').hide();
                 }
 
-                //for Co Share Percentage
+                // Handle co-share percentage
                 if (res.data.co_share == 1) {
                     $('#cop_yes').prop('checked', true);
                     $('#add_more_row').removeClass('d-none');
                     $('.payby').removeClass('d-none');
-                    $('#is_leader_tr').show()
+                    $('#is_leader_tr').show();
-                    $('#co_share_per_tr').show()
+                    $('#co_share_per_tr').show();
-                    $('#co_premium_tr').show()
+                    $('#co_premium_tr').show();
                 } else {
                     $('#cop_yes').prop('checked', false);
                     $('#add_more_row').addClass('d-none');
                     $('.payby').addClass('d-none');
-                    $('#is_leader_tr').hide()
+                    $('#is_leader_tr').hide();
-                    $('#co_share_per_tr').hide()
+                    $('#co_share_per_tr').hide();
-                    $('#co_premium_tr').hide()
+                    $('#co_premium_tr').hide();
                 }
 
-                //for Same Insured Name
+                // Handle "Same Insured Name"
                 if (res.data.same_as_proposer == 1) {
                     $('#same_as_proposer').prop('checked', true);
                     $('#dynamic-form-container-for-insured').empty();
@@ -1286,72 +1283,61 @@ function getPolicyTransactionDataForEdit(input) {
                     if (res.data.client_type == 2 && res.data.policy_type_id != 8) {
                         $('#family_details').show();
                         $.each(res.data.emp_data, function(index, emp) {
-                            appendInsured(emp)
+                            appendInsured(emp);
                         });
-
                     } else {
                         $('#dynamic-form-container-for-insured').empty();
                         $('#family_details').hide();
                     }
                 }
 
-                // for Brokerage Pay By
+                // Handle brokerage pay by
                 if (res.data.bro_payable_by == 1) {
                     $('#bro_payable_by').prop('checked', true);
                 } else {
                     $('#bro_payable_by').prop('checked', false);
                 }
 
-                //for Policy Tranction Status
+                // Policy transaction status handling
                 if (res.data.status == "completed") {
-                    
+                    $('#sales_row').show();
-                    $('#sales_row').show()
+                    $('#policy_no').prop('required', true);
-                    $('#policy_no').prop('required', true)
+                    $('#policy_issue_date').prop('required', true);
-                    $('#policy_issue_date').prop('required', true)
+                    $('#policy_start_date').prop('required', true);
-                    $('#policy_start_date').prop('required', true)
+                    $('#policy_end_date').prop('required', true);
-                    $('#policy_end_date').prop('required', true)
+                    $('#tpa').prop('required', true);
-                    $('#tpa').prop('required', true)
+                    $('#emp_count').prop('required', true);
-                    $('#emp_count').prop('required', true)
+                    $('#dependent_count').prop('required', true);
-                    $('#dependent_count').prop('required', true)
+                    $('.follow_insurer').prop('required', true);
-                    $('.follow_insurer').prop('required', true)
-
                 } else {
-                    $('#sales_row').hide()
+                    $('#sales_row').hide();
-                    $('#policy_no').prop('required', false)
+                    $('#policy_no').prop('required', false);
-                    $('#policy_issue_date').prop('required', false)
+                    $('#policy_issue_date').prop('required', false);
-                    $('#policy_start_date').prop('required', false)
+                    $('#policy_start_date').prop('required', false);
-                    $('#policy_end_date').prop('required', false)
+                    $('#policy_end_date').prop('required', false);
-                    $('#tpa').prop('required', false)
+                    $('#tpa').prop('required', false);
-                    $('#emp_count').prop('required', false)
+                    $('#emp_count').prop('required', false);
-                    $('#dependent_count').prop('required', false)
+                    $('#dependent_count').prop('required', false);
-                    $('.follow_insurer').prop('required', false)
+                    $('.follow_insurer').prop('required', false);
-
                 }
 
-                //for Client Type Changes
+                // Client type changes
                 if (res.data.client_type == 2) {
-                    if(policy_type_id == 8){
+                    if (res.data.policy_type_id == 8) {
                         $('#policyholdernamediv').hide();
                     } else {
                         $('#policyholdernamediv').show();
                     }
-
-
                     $('.branchdiv').hide();
                     $('#client_branch_id').prop('required', false);
-
                 } else {
                     $('#policyholdernamediv').hide();
                     $('.branchdiv').show();
                     $('#client_branch_id').prop('required', true);
-
-
                 }
-
             } else {
                 console.log('No data found');
             }
-
         },
         error: function(xhr, status, error) {
             $('.loader').fadeOut();
@@ -1715,7 +1701,7 @@ $("#vehicle_form").submit(function(event) {
                 getClientAndBranchAndPolicy();
                 $('#client_type').val(res.owner_type);
                 setTimeout(function(){
-                    appendVehicles(res.vehicles, res.vehicle_id)
+                    appendVehicles(res.vehicles, res.vehicle_id);
                     $('#client_id').val(res.owner_id).change();
                     if(res.owner_type == 1){
 

app/Views/policy_transaction_inception_list.php

@@ -130,6 +130,7 @@ table.dataTable tbody td {
                                 <th><div class="column-header">Issuing Type</div></th>
                                 <th><div class="column-header">Client Type</div></th>
                                 <th><div class="column-header">Client / Branch</div></th>
+                                <th><div class="column-header">Insurer</div></th>
                                 <th><div class="column-header">Policy</div></th>
                                 <th><div class="column-header">Policy No</div></th>
                                 <th><div class="column-header">Policy Issue Date</div></th>
@@ -150,7 +151,8 @@ table.dataTable tbody td {
                                 <td><?php echo $issuing_type[$row['issue_type']]; ?></td>
                                 <td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>
                                 <td><?php echo $row['client_type'] == 2 ? $row['client_name'] : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
-                                <td><?php echo $row['policy_type'] ?? '-'; ?></td>
+                                <td><?php echo $row['insurer_short_name']; ?></td>
+                                <td><?php echo $row['policy_type']; ?></td>
                                 <td><?php echo $row['policy_no']; ?></td>
                                 <td><?php echo date('d-m-Y', strtotime($row['policy_issue_date'])); ?></td>
                                 <td><?php echo date('d-m-Y', strtotime($row['policy_start_date'])); ?></td>