FEAT_BDS_DASH_VARIENCE_LIST_BUSINESS_AND_FINANCE_LIST_AND_OTHER_DEVELOPMENT_AND_LIVE_BUG_FIXING : RV

app/Config/Routes.php

@@ -326,6 +326,9 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
     $routes->group("report", ["filter" => "authMVC"], function ($routes) {
         $routes->get("list", "PolicyTransactionController::reportBDS");
+        $routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
+        $routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
+        $routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
     });
 
     $routes->group("statement", ["filter" => "authMVC"], function ($routes) {

app/Controllers/ClientController.php

@@ -39,6 +39,7 @@ use App\Models\PolicyTransactionStatusModel;
 use App\Models\VehicleModel;
 
 use App\Controllers\EmpDataServiceController;
+use App\Controllers\GoogleDriveController;
 
 
 class ClientController extends AdminController
@@ -320,10 +321,10 @@ class ClientController extends AdminController
 
         $data['subTypeOptions'] = $subTypeOptions;
         $headerData['page_name'] = 'Client Deposit';
-        $data['insurerName']= $this->insurerModel->getInsurerName($insurerId);
         $loggedInUserID = get_session_userid();
         // $data['clientData']= $this->clientPolicyModel->getinsurerswithinsurenceid($insurerId);
         $clientId = $this->request->getGet('client_id');
+        $data['insurerName']= $this->insurerModel->getInsurerName($insurerId, $clientId);
         $data['depositdata']= $this->clientPolicyModel->getdepositData($clientId,$insurerId); 
         $data['clientData'] = $this->clientPolicyModel->getClientById($clientId);
         $data['deposiamount'] = $this->clientPolicyModel->getDepositSummary($clientId, $insurerId);  
@@ -331,7 +332,7 @@ class ClientController extends AdminController
         // dd($data['depositdata']);
         
         // print_r($data['depositdata'] );die;
-        // Load the view for the new list page
+        // Load the view for the new list page;
         echo view('layout/header', $headerData);
         echo view('view_deposit',$data);
         echo view('layout/footer');
@@ -481,6 +482,8 @@ class ClientController extends AdminController
         }
     }
     
+
+
     public function createClientKYCInfo()
     {
         $this->myLogger->logme('error','create Client kyc function called');  
@@ -490,7 +493,12 @@ class ClientController extends AdminController
         $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
         $File = file_Upload($this->request->getFile('file_name'), $uploadFilePath);
         if(!empty($File)){
+            
             $data['file_name'] = $File;
+            $uploadFilePath = $uploadFilePath . '/' .$File;
+            $GoogleDriveController = new GoogleDriveController();
+            $GoogleDriveController->uploadFiletoGdrive(client_id: $data['client_id'], doc_type: 'KYC', file_path: $uploadFilePath, file_name: $data['file_name']);
+    
         }
 
         $data['created_by'] = get_session_userid();

app/Controllers/DashboardController.php

@@ -13,6 +13,7 @@ use CodeIgniter\API\ResponseTrait;
 use App\Models\MessageModel;
 use App\Models\UserMessageModel;
 use App\Models\ClientModel;
+use App\Models\PolicyTransactionModel;
 
 use App\Models\JobModel;
 use App\Models\ClientPolicyModel;
@@ -30,6 +31,7 @@ class DashboardController extends AdminController
     protected $clientPolicyModel;
     protected $notificationModel;
     protected $employeePolicyModel;
+    protected $policyTransactionModel;
 
     protected $myLogger;
 
@@ -42,6 +44,7 @@ class DashboardController extends AdminController
         $this->notificationModel   = new NotificationModel();
         $this->employeePolicyModel = new EmployeePolicyModel();
         $this->clientModel         = new ClientModel();
+        $this->policyTransactionModel         = new PolicyTransactionModel();
 
         $this->myLogger = \Config\Services::mylogger();
 
@@ -65,7 +68,8 @@ class DashboardController extends AdminController
 
         $pendingActionsController = new PendingActionsController;
         $pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
-
+        $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
+        $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
        
         $groupedData = [];
 
@@ -157,6 +161,8 @@ class DashboardController extends AdminController
         $session->set('enrollment_data', json_encode($data));
         // echo "<pre>";
         $data['pendingActionsData'] = $pendingActionsData;
+        $data['businessTeamCount'] = count($businessTeamData) ?? 0;
+        $data['financeTeamCount'] = count($financeTeamData) ?? 0;
         // print_r($data);die;
 
 

app/Controllers/MasterController.php

@@ -1260,6 +1260,8 @@ class MasterController extends AdminController
 
             $insert = $this->CDMasterModel->where('id', $id)->set($data)->update();
 
+            $data = $this->CDMasterModel->where('id', $id)->first();
+
             $cd_transaction_updated_data = [
                 'balance' => $data['opening_bal'],
                 'amount' => $data['opening_bal']

app/Controllers/PolicyTransactionController.php

@@ -3,6 +3,8 @@
 namespace App\Controllers;
 
 use App\Controllers\BaseController;
+use App\Controllers\GoogleDriveController;
+
 use App\Helpers\DepositHelper;
 use CodeIgniter\API\ResponseTrait;
 
@@ -97,14 +99,6 @@ class PolicyTransactionController extends BaseController
         $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
         $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
         $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
-        // $data['policy_status'] = [
-        //     'pending' => 'Pending',
-        //     'exported_to_insurer' => 'Exported to Insurer',
-        //     'imported_from_insurer' => 'Imported from Insurer',
-        //     'exported_to_tpa' => 'Exported to TPA',
-        //     'imported_from_tpa' => 'Imported from TPA',
-        //     'completed' => 'Completed'
-        // ];   
         $data['policy_status'] = [
             'under_process' => 'Under Process',
             'client_pending' => 'Client Pending',
@@ -136,52 +130,56 @@ class PolicyTransactionController extends BaseController
             'commercial' => 'Commercial',
             'private' => 'Private',
         ];
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+        ];
 
-        $data['inception_data_list'] = $this->policyTransactionModel
+        //filter datas
-            ->select('
+        $start_date = $this->request->getGet('start_date');
-                policy_transaction.*, 
+        $end_date = $this->request->getGet('end_date');
-                clients.short_name AS client_short_name,
+        $client_id = $this->request->getGet('client_id');
-                clients.client_code,
+        $insurer_id = $this->request->getGet('insurer_id');
-                clients.client_type,
+        $policy_type_id = $this->request->getGet('policy_type_id');
-                clients.client_name,
+        $date_type = $this->request->getGet('date_type');
-                client_branch.branch_name AS client_branch_name,
+        $issuer = $this->request->getGet('issuer');
-                insurers.name AS insurer_name,
+        $status = $this->request->getGet('status');
-                insurers.short_name AS insurer_short_name,
+        
-                policy_type.policy_type,
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
-                pt_co_share_details.agreed_amt AS amount,
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-                pt_co_share_details.bp_amt AS bp,
+        
-                pt_co_share_details.tp_amt AS tp
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
-            ')
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
-            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
-            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
-            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
-            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+        $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;  
-            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+         
-            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+        
-            ->where('policy_transaction.is_active', 1)
+        $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
-            ->where('policy_transaction.action_type', 'inception')
-            ->orderBy('policy_transaction.id', 'desc')
-            ->findAll();
 
         $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
         $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
         $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
         $data['entity']  = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
         $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
-        $data['insurer_branch']      = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
+        $data['insurer_branch']      = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
-        $data['tpa']           = $this->tpaBranchModel ->getTpaBranchesWithTpaNames();
+        $data['tpa']           = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+
         $data['salse_team'] = $this->userModel
-                    ->select('user_profiles.*')
+            ->select('user_profiles.*')
-                    ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+            ->join('user_teams', 'user_profiles.id = user_teams.user_id')
-                    ->where('user_teams.team_id', 5)
+            ->where('user_teams.team_id', 5)
-                    ->where('user_teams.is_active', 1)
+            ->where('user_teams.is_active', 1)
-                    ->where('user_profiles.is_active', 1)
+            ->where('user_profiles.is_active', 1)
-                    ->findAll();
+            ->findAll();
 
         $data['ACM'] = $this->userModel
-                    ->where('user_profiles.role', 3)
+            ->where('user_profiles.role', 3)
-                    ->where('user_profiles.is_active', 1)
+            ->where('user_profiles.is_active', 1)
-                    ->findAll();
+            ->findAll();
+
         
         $this->loadLayout('policy_transaction_inception_list',  $data);
     }
@@ -244,6 +242,9 @@ class PolicyTransactionController extends BaseController
             $data['same_as_proposer'] = 1;
         }
 
+        $month = '01-'.$data['month'];
+        $data['month'] = date('Y-m-d', strtotime($month));    
+    
         // Determine $is_addon value
         $data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 :
                             (in_array($data['policy_type_id'], [4, 5]) ? 2 : ($data['policy_type_id'] == 3 && $data['base_policy'] ? 3 : 1));
@@ -300,6 +301,10 @@ class PolicyTransactionController extends BaseController
     
                 $this->insertOrUpdateCoShareDetails($data, $id);
 
+                if ($data['ct_type'] == 1) {
+                    $this->policyTransactionModel->update($id, ['client_policy_id' => $data['client_policy_id']]);    
+                }
+    
                 if (empty($data['client_policy_id']) || $data['client_policy_id'] == 0) {
     
                     if ($data['ct_type'] == 2) {
@@ -322,6 +327,10 @@ class PolicyTransactionController extends BaseController
                 $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
             }
     
+            $client_data = $this->clientModel->where('id', $data['client_id'])->first();
+            $data['client_kyc']       = $this->clientKYCDocsModel->where('client_id',  $data['client_id'])->findAll();
+            $data['entity_type_id'] =  $client_data['entity_type_id'];
+
             return $this->respondSuccess($id, "Policy transaction updated successfully", $data);
         }
     
@@ -588,13 +597,38 @@ class PolicyTransactionController extends BaseController
                 ->where('policy_transaction.id', $id)
                 ->first();
 
-        $data['policy_issue_date'] = !empty($data['policy_issue_date']) ? date('d-m-Y', strtotime($data['policy_issue_date'])) : null;
+            $data['policy_issue_date'] = (isset($data['policy_issue_date']) && $data['policy_issue_date'] !== null && $data['policy_issue_date'] !== '') 
-        $data['policy_start_date'] = !empty($data['policy_start_date']) ? date('d-m-Y', strtotime($data['policy_start_date'])) : null;
+                ? date('d-m-Y', strtotime($data['policy_issue_date'])) 
-        $data['policy_end_date'] = !empty($data['policy_end_date']) ? date('d-m-Y', strtotime($data['policy_end_date'])) : null;
+                : null;
-        $data['renewal_date'] = !empty($data['renewal_date']) ? date('d-m-Y', strtotime($data['renewal_date'])) : null;
+            
-        $data['rollover_date'] = !empty($data['rollover_date']) ? date('d-m-Y', strtotime($data['rollover_date'])) : null;
+            $data['policy_start_date'] = (isset($data['policy_start_date']) && $data['policy_start_date'] !== null && $data['policy_start_date'] !== '') 
-        $data['created_at'] = !empty($data['created_at']) ? date('d-m-Y h:i:s A', strtotime($data['created_at'])) : null;
+                ? date('d-m-Y', strtotime($data['policy_start_date'])) 
-        $data['updated_at'] = !empty($data['updated_at']) ? date('d-m-Y h:i:s A', strtotime($data['updated_at'])) : null;
+                : null;
+            
+            $data['policy_end_date'] = (isset($data['policy_end_date']) && $data['policy_end_date'] !== null && $data['policy_end_date'] !== '') 
+                ? date('d-m-Y', strtotime($data['policy_end_date'])) 
+                : null;
+            
+            $data['renewal_date'] = (isset($data['renewal_date']) && $data['renewal_date'] !== null && $data['renewal_date'] !== '') 
+                ? date('d-m-Y', strtotime($data['renewal_date'])) 
+                : null;
+            
+            $data['rollover_date'] = (isset($data['rollover_date']) && $data['rollover_date'] !== null && $data['rollover_date'] !== '') 
+                ? date('d-m-Y', strtotime($data['rollover_date'])) 
+                : null;
+            
+            $data['created_at'] = (isset($data['created_at']) && $data['created_at'] !== null && $data['created_at'] !== '') 
+                ? date('d-m-Y h:i:s A', strtotime($data['created_at'])) 
+                : null;
+            
+            $data['updated_at'] = (isset($data['updated_at']) && $data['updated_at'] !== null && $data['updated_at'] !== '') 
+                ? date('d-m-Y h:i:s A', strtotime($data['updated_at'])) 
+                : null;
+            
+            $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '') 
+                ? date('M-Y', strtotime($data['month'])) 
+                : null;
+            
                 
         // print_r($data); die;
         $data['renewal_policy'] = $this->clientPolicyModel
@@ -614,7 +648,11 @@ class PolicyTransactionController extends BaseController
             ->where('client_policy.is_active', 1)
             ->findAll();
 
-        $data['pt_files'] = $this->PTFileModel->where('pt_id', $id)->where('is_active', 1)->findAll();
+        $data['pt_files'] = $this->PTFileModel
+                        ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+                        ->where('pt_files.pt_id', $id)
+                        ->where('pt_files.is_active', 1)
+                        ->findAll();
         $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
         $data['emp_data'] = $this->employeeModel
                         ->select('employees.*, employee_polices.id as emp_policy_id')
@@ -644,6 +682,7 @@ class PolicyTransactionController extends BaseController
     {   
         $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
         $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
+
         $data['policy_status'] = [
             'under_process' => 'Under Process',
             'client_pending' => 'Client Pending',
@@ -678,32 +717,38 @@ class PolicyTransactionController extends BaseController
             'policy_cancellation' => 'Policy Cancellation',
         ];
 
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+        ];
 
-        $data['endorsement_data_list'] = $this->policyTransactionModel
+        //filter datas
-            ->select('
+        $start_date = $this->request->getGet('start_date');
-                        policy_transaction.*, 
+        $end_date = $this->request->getGet('end_date');
-                        clients.short_name as client_short_name,
+        $client_id = $this->request->getGet('client_id');
-                        clients.client_code,
+        $insurer_id = $this->request->getGet('insurer_id');
-                        client_branch.branch_name as client_branch_name,
+        $policy_type_id = $this->request->getGet('policy_type_id');
-                        insurers.name AS insurer_name,
+        $date_type = $this->request->getGet('date_type');
-                        insurers.short_name AS insurer_short_name,
+        $issuer = $this->request->getGet('issuer');
-                        policy_type.policy_type 
+        $status = $this->request->getGet('status');
-                    ')
-            ->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', '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)
-            ->where('policy_transaction.action_type !=', 'inception')
-            ->orderBy('policy_transaction.id', 'desc')
-            ->findAll(); 
         
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+        
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
+        $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;   
+
+
+        $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
         $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
         $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
 
-        // $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+        $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
         // $data['tpa']           = $this->tpaModel->where('is_active', 1)->findAll();
         $data['insurer_branch']      = $this->insurerBranchModel ->getInsurerBranchesWithInsurerNames();
         $data['tpa']           = $this->tpaBranchModel ->getTpaBranchesWithTpaNames();
@@ -896,19 +941,62 @@ class PolicyTransactionController extends BaseController
     //file upload function 
     public function uploadFile()
     {   
+        $GoogleDriveController = new GoogleDriveController();
         $files = $this->request->getFiles();
         $doc_name = $this->request->getPost('doc_name[]');     
         $pt_id = $this->request->getPost('pt_id');     
+        $client_policy_id = $this->request->getPost('client_policy_id');     
+        $data = $this->request->getPost();     
 
-        $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
+        $uploadFilePath = WRITEPATH . 'uploads/client_kyc_documents';
-        $insert = false;
+
-        if(!isset($uploadData['status'])){
+        $uploadData = [];
-            $this->PTFileModel->insertBatch($uploadData);
+
-            $insert = true;
+        foreach ($data['doc_name'] as $key => $docName) {
+
+            // Get the corresponding file for this document name
+            $file = $files['file'][$key];
+
+            if (!empty($docName) && $file->isValid() && !$file->hasMoved()) {
+
+                // Upload the file
+                $uploadedFileName = file_Upload($file, $uploadFilePath);
+
+                if ($uploadedFileName) {
+                    // Prepare data for each document upload
+                    $docData = [
+                        'pt_id' => $pt_id,
+                        'doc_name' => $docName,
+                        'file_name' => $uploadedFileName,
+                        'created_by' => get_session_userid(),
+                    ];
+
+                    $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
+
+                    $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
+
+                    // Insert into database
+                    $insert = $this->PTFileModel->insert($docData);
+
+                    if ($insert) {
+                        $uploadData[] = $docData; 
+                    }
+                }
+            }
         }
 
-        if ($insert) {
+        // print_r($uploadData); die;
-            $data['pt_files'] = $this->PTFileModel->where('pt_id', $pt_id)->where('is_active', 1)->findAll();
+
+        // $uploadData = uploadFilesToGoogleDrive($files['file'], $doc_name, $pt_id);
+        
+        if (!empty($uploadData)) {
+
+            $data['pt_files'] = $this->PTFileModel
+                ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+                ->where('pt_files.pt_id', $pt_id)
+                ->where('pt_files.is_active', 1)
+                ->findAll();           
+                 
             return $this->respond(['status' => true, 'message' => 'File uploaded successfully in G-Drive', 'data' => $data]);
         } else {
             return $this->respond(['status' => false, 'message' => 'Failed to upload file in G-Drive']);
@@ -1031,7 +1119,6 @@ class PolicyTransactionController extends BaseController
         $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
         $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
 
-
         //filter datas
         $start_date = $this->request->getGet('start_date');
         $end_date = $this->request->getGet('end_date');
@@ -1058,6 +1145,126 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('report_bds_filter', $data); 
     }
 
+    public function reportVarience()
+    {
+        $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+        $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+        $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+            'data_received_date' => 'Data Received Date',
+            'closure_date' => 'Closure Date',
+        ];
+
+        //filter datas
+        $start_date = $this->request->getGet('start_date');
+        $end_date = $this->request->getGet('end_date');
+        $client_id = $this->request->getGet('client_id');
+        $insurer_id = $this->request->getGet('insurer_id');
+        $policy_type_id = $this->request->getGet('policy_type_id');
+        $date_type = $this->request->getGet('date_type');
+        $issuer = $this->request->getGet('issuer');
+        
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+        
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
+
+
+
+        $data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+        $this->loadLayout('variance_report_list', $data); 
+
+    }
+
+
+    public function reportBusinessList()
+    {
+        $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+        $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+        $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+            'data_received_date' => 'Data Received Date',
+            'closure_date' => 'Closure Date',
+        ];
+
+        //filter datas
+        $start_date = $this->request->getGet('start_date');
+        $end_date = $this->request->getGet('end_date');
+        $client_id = $this->request->getGet('client_id');
+        $insurer_id = $this->request->getGet('insurer_id');
+        $policy_type_id = $this->request->getGet('policy_type_id');
+        $date_type = $this->request->getGet('date_type');
+        $issuer = $this->request->getGet('issuer');
+        
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+        
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
+
+
+
+        $data['business_list'] = $this->policyTransactionModel->getBusinessReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+        $this->loadLayout('business_team_list', $data);     
+    }
+
+
+    public function reportFinanceList()
+    {
+        $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+        $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+        $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+            'data_received_date' => 'Data Received Date',
+            'closure_date' => 'Closure Date',
+        ];
+
+        //filter datas
+        $start_date = $this->request->getGet('start_date');
+        $end_date = $this->request->getGet('end_date');
+        $client_id = $this->request->getGet('client_id');
+        $insurer_id = $this->request->getGet('insurer_id');
+        $policy_type_id = $this->request->getGet('policy_type_id');
+        $date_type = $this->request->getGet('date_type');
+        $issuer = $this->request->getGet('issuer');
+        
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+        
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
+
+
+
+        $data['finance_list'] = $this->policyTransactionModel->getFinanceReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+        $this->loadLayout('finance_team_list', $data); 
+    }
+
+
+    //---------------------------------------------------------------------------------------------------
+
     //insurer statement list page
     public function statementList()
     {
@@ -1540,7 +1747,6 @@ class PolicyTransactionController extends BaseController
         return $this->respond(['dataStatus' => true, 'code' => 200,'data' => $file['reason']], 200);
     }
 
-
     public function dmsSearch()
     {
          // echo 'scbsc';die();

app/Helpers/DepositHelper.php

@@ -50,13 +50,13 @@ class DepositHelper
             'amount' => $data['amount'],
             'sub_type' => $data['sub_type_id'],
             'client_id' => $data['client_id'],
-            'client_policy_id' => $data['client_policy_id'],
+            'client_policy_id' => $data['client_policy_id'] ?? 0,
             'cd_ac_no' => $data['cd_ac_no'],
             'endorsement_no' => $data['endorsement_no'],
             'insurer_id' => $data['insurer_id'],
             'unit' => $data['unit'] ?? null,
-            'description' => $data['description'],
+            'description' => $data['description'] ?? null,
-            'event_name' => $data['event_name'],
+            'event_name' => $data['event_name'] ?? null,
             'transaction_type' => $data['transaction_type'],
             'is_active' => 1,
             'created_by' => $loggedInUserID,
@@ -99,17 +99,17 @@ class DepositHelper
         $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
         $getLastBalanceParams = [$cd_ac_no];
 
-        $lastBalance = $model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->balance ?? null;
+        $lastBalance = $model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->balance ?? 0;
 
-        if(empty($lastBalance) && $lastBalance == null){
+        // if(empty($lastBalance) && $lastBalance == null){
 
-            $cd_model = new ClientDepositModel();
+        //     $cd_model = new ClientDepositModel();
 
-            $getLastBalanceQuery = "SELECT opening_bal FROM cd_master WHERE client_id = ? AND insurer_id = ? AND cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
+        //     $getLastBalanceQuery = "SELECT opening_bal FROM cd_master WHERE client_id = ? AND insurer_id = ? AND cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
-            $getLastBalanceParams = [$clientId, $insurerId, $cd_ac_no];
+        //     $getLastBalanceParams = [$clientId, $insurerId, $cd_ac_no];
     
-            $lastBalance = $cd_model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->opening_bal ?? 0;
+        //     $lastBalance = $cd_model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->opening_bal ?? 0;
-        }
+        // }
 
         return $lastBalance;
     }

app/Models/ClientPolicyModel.php

@@ -139,7 +139,7 @@ class ClientPolicyModel extends Model
         ->select('clients.client_name as client_name')
         ->join('clients','clients.id=client_policy.client_id')
         ->join('insurers', 'insurers.id = client_policy.insurer_id')
-        ->join('cd_master', 'cd_master.insurer_id = client_policy.insurer_id')
+        ->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
         ->where('client_policy.client_id', $id)
         ->groupBy('client_policy.insurer_id') 
         ->groupBy('client_policy.client_id', $id)  // Group by insurer_id

app/Models/InsurerModel.php

@@ -37,13 +37,16 @@ class InsurerModel extends Model
             ->getResult();
     }
 
-    public function getInsurerName($insurerId)
+    public function getInsurerName($insurerId, $client_id)
     {
         // Fetch the insurer name based on the insurer ID
-        $query = $this->select('insurers.id,insurers.name, cd_master.cd_ac_no')
+        $query = $this->db->table('client_policy')
-            ->join('cd_master', 'cd_master.insurer_id = insurers.id')
+        ->select('insurers.id, insurers.name, cd_master.cd_ac_no')
-            ->where('insurers.id', $insurerId)
+        ->join('insurers', 'insurers.id = client_policy.insurer_id')
-            ->get();
+        ->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
+        ->where('client_policy.insurer_id', $insurerId)
+        ->where('client_policy.client_id', $client_id) 
+        ->get();
 
         if ($query->resultID->num_rows > 0) {
             $result = $query->getRow();

app/Models/PolicyTransactionModel.php

@@ -75,6 +75,7 @@ class PolicyTransactionModel extends Model
         'ct_type',
         'ct_tran_id',
         'remarks',
+        'month',
     ];
     
 
@@ -119,7 +120,11 @@ class PolicyTransactionModel extends Model
             ->select("
                 policy_transaction.*,
                 DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
-                DATE_FORMAT(policy_transaction.policy_issue_date, '%b') AS policy_issue_month,
+                DATE_FORMAT(
+                    IF(policy_transaction.month IS NULL, 
+                    policy_transaction.policy_issue_date, 
+                    policy_transaction.month), 
+                    '%b') AS policy_issue_month,
                 CASE
                     WHEN clients.client_type = 1 THEN 'Group'
                     WHEN clients.client_type = 2 THEN 'Retail'
@@ -147,25 +152,104 @@ class PolicyTransactionModel extends Model
                 vehicle.vehicle_no,
                 tpa.name as tpa_name,
                 pt_co_share_details.remark as remarks,
+                pt_co_share_details.reward,
                 pt_co_share_details.bp_amt,
                 sales_user.first_name as salse_person_name,
                 service_user.first_name as service_person_name,
 
                 ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
+
                 ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
+
                 ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
+
                 ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
+
                 DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+
                 (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+
                 pt_co_share_details.agreed_bp_per,
-                ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) AS total_irda,
+
-                ROUND((ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) * 18 / 100), 2) AS gst_on_revenue,
                 ROUND(
-                    (ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) + 
+                    (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
-                    ROUND((ROUND((pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)), 2) * 18 / 100), 2)), 
+                    (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
-                2) AS total_amt_received
+                    (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
+                2) AS total_irda,
+
+                ROUND(
+                    (ROUND(
+                        (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
+                        (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
+                        (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
+                    2) * 18 / 100), 
+                2) AS gst_on_revenue,
+
+                ROUND(
+                    (ROUND(
+                        (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
+                        (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
+                        (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
+                    2) + 
+                    ROUND(
+                        (ROUND(
+                            (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
+                            (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
+                            (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
+                        2) * 18 / 100), 
+                    2)), 
+                2) AS total_amt_received,
+                insurer_statements.invoice_date,
+                insurer_statements.invoice_no,
+                insurer_statements.invoice_amount,
+
+                (
+                        SELECT
+                        (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
+                        FROM
+                        inv_payment_details
+                        WHERE
+                        inv_payment_details.statement_id = insurer_statements.id
+                        AND inv_payment_details.is_active = 1
+                        
+                    ) AS realization_amount,
+
+                    ROUND(
+                    insurer_statements.invoice_amount - 
+                    (
+                        SELECT
+                        (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
+                        FROM
+                        inv_payment_details
+                        WHERE
+                        inv_payment_details.statement_id = insurer_statements.id
+                        AND inv_payment_details.is_active = 1
+                    ),
+                    2) AS outstanding_amount,
+
+                    (
+                        SELECT
+                        GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
+                        FROM
+                        inv_payment_details
+                        WHERE
+                        inv_payment_details.statement_id = insurer_statements.id
+                        AND inv_payment_details.is_active = 1
+                    ) AS utr_numbers,
+
+                    (
+                        SELECT
+                        GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
+                        FROM
+                        inv_payment_details
+                        WHERE
+                        inv_payment_details.statement_id = insurer_statements.id
+                        AND inv_payment_details.is_active = 1
+                    ) AS payment_dates
+
             ")
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
             ->join('clients', 'clients.id = policy_transaction.client_id')
             ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
@@ -188,6 +272,13 @@ class PolicyTransactionModel extends Model
 
             $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
                     ->where('policy_transaction.'.$date_type.'<=', $endDate);
+        }else{
+
+            // $fromDate = date('Y-m-d', strtotime('-30 days'));
+            // $toDate = date('Y-m-d');
+    
+            // $builder->where('policy_transaction.created_at >=', $fromDate)
+            //         ->where('policy_transaction.created_at <=', $toDate);
         }
 
         if ($client_id != 0) {
@@ -206,7 +297,361 @@ class PolicyTransactionModel extends Model
             $builder->where('policy_transaction.issuer', $issuer);
         }
 
+        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d');
+    
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                    ->where('policy_transaction.created_at <=', $toDate);
+
+        }
+    
         return $builder->get()->getResultArray();
     }
     
+    public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    {
+        // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+        $builder = $this->db->table('policy_transaction')
+            ->select('
+                policy_transaction.*, 
+                clients.short_name AS client_short_name,
+                clients.client_code,
+                clients.client_type,
+                clients.client_name,
+                client_branch.branch_name AS client_branch_name,
+                insurers.name AS insurer_name,
+                insurers.short_name AS insurer_short_name,
+                policy_type.policy_type,
+                pt_co_share_details.agreed_amt AS amount,
+                pt_co_share_details.bp_amt AS bp,
+                pt_co_share_details.tp_amt AS tp
+            ')
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->where('policy_transaction.is_active', 1)
+            ->where('policy_transaction.action_type', 'inception');
+
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
+        }else{
+
+            // $fromDate = date('Y-m-d', strtotime('-30 days'));
+            // $toDate = date('Y-m-d');
+    
+            // $builder->where('policy_transaction.created_at >=', $fromDate)
+            //         ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if ($client_id != 0) {
+            $builder->where('policy_transaction.client_id', $client_id);
+        }
+    
+        if ($insurer_id != 0) {
+            $builder->where('policy_transaction.insurer_id', $insurer_id);
+        }
+    
+        if ($policy_type_id != 0) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+    
+        if ($issuer != 0) {
+            $builder->where('policy_transaction.issuer', $issuer);
+        }
+        if ($status != 0) {
+            $builder->where('policy_transaction.status', $status);
+        }
+
+        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d');
+    
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                    ->where('policy_transaction.created_at <=', $toDate);
+
+        }
+        
+        $builder->orderBy('policy_transaction.id', 'desc');
+
+        return $builder->get()->getResultArray();
+    }
+    
+    public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    {
+        // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+        $builder = $this->db->table('policy_transaction')
+            ->select('
+                    policy_transaction.*, 
+                    clients.short_name as client_short_name,
+                    clients.client_code,
+                    client_branch.branch_name as client_branch_name,
+                    insurers.name AS insurer_name,
+                    insurers.short_name AS insurer_short_name,
+                    policy_type.policy_type 
+                ')
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
+            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
+            ->where('policy_transaction.is_active', 1)
+            ->where('policy_transaction.action_type !=', 'inception');
+
+
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
+        }else{
+
+            // $fromDate = date('Y-m-d', strtotime('-30 days'));
+            // $toDate = date('Y-m-d');
+    
+            // $builder->where('policy_transaction.created_at >=', $fromDate)
+            //         ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if ($client_id != 0) {
+            $builder->where('policy_transaction.client_id', $client_id);
+        }
+    
+        if ($insurer_id != 0) {
+            $builder->where('policy_transaction.insurer_id', $insurer_id);
+        }
+    
+        if ($policy_type_id != 0) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+    
+        if ($issuer != 0) {
+            $builder->where('policy_transaction.issuer', $issuer);
+        }
+        if ($status != 0) {
+            $builder->where('policy_transaction.status', $status);
+        }
+
+        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d');
+    
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                    ->where('policy_transaction.created_at <=', $toDate);
+
+        }
+        
+        $builder->orderBy('policy_transaction.id', 'desc');
+
+        return $builder->get()->getResultArray();
+    }
+
+    public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    {
+        $builder = $this->db->table('policy_transaction')
+            ->select('
+            policy_transaction.id,
+            clients.client_name,
+            insurers.name AS insurer_name,
+            policy_type.policy_type,
+            policy_transaction.policy_no,
+            policy_transaction.endorsement_no,
+            pt_co_share_details.exp_amt,
+            pt_co_share_details.variance
+        ')
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->where('policy_transaction.is_active', 1)
+            ->groupStart()  // Group the conditions for variance
+                ->where('pt_co_share_details.variance IS NULL')
+                ->orWhere('pt_co_share_details.variance', 0)
+            ->groupEnd();
+
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+                ->where('policy_transaction.' . $date_type . '<=', $endDate);
+        } else {
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d');
+
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if ($client_id != 0) {
+            $builder->where('policy_transaction.client_id', $client_id);
+        }
+
+        if ($insurer_id != 0) {
+            $builder->where('policy_transaction.insurer_id', $insurer_id);
+        }
+
+        if ($policy_type_id != 0) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+
+        if ($issuer != 0) {
+            $builder->where('policy_transaction.issuer', $issuer);
+        }
+
+        if ($status != 0) {
+            $builder->where('policy_transaction.status', $status);
+        }
+
+        $builder->orderBy('policy_transaction.id', 'desc');
+
+        return $builder->get()->getResultArray();
+    }
+
+    public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    {
+        $builder = $this->db->table('policy_transaction')
+            ->select([
+                'policy_transaction.id AS policy_trns_id',
+                'clients.client_name',
+                'insurers.name AS insurer_name',
+                'policy_type.policy_type',
+                'policy_transaction.policy_no',
+                'policy_transaction.endorsement_no',
+                'pt_co_share_details.bp_amt',
+                'pt_co_share_details.tp_amt',
+                'pt_co_share_details.tep_amt'
+            ])
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->where('policy_transaction.is_active', 1)
+            ->where('policy_transaction.status', 'completed')
+            ->where('pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0');
+
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+                ->where('policy_transaction.' . $date_type . '<=', $endDate);
+        } else {
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d');
+
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if ($client_id != 0) {
+            $builder->where('policy_transaction.client_id', $client_id);
+        }
+
+        if ($insurer_id != 0) {
+            $builder->where('policy_transaction.insurer_id', $insurer_id);
+        }
+
+        if ($policy_type_id != 0) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+
+        if ($issuer != 0) {
+            $builder->where('policy_transaction.issuer', $issuer);
+        }
+
+        if ($status != 0) {
+            $builder->where('policy_transaction.status', $status);
+        }
+
+        $builder->orderBy('policy_transaction.id', 'desc');
+
+        return $builder->get()->getResultArray();
+    }
+
+    public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    {
+        $builder = $this->db->table('policy_transaction')
+            ->select('
+            policy_transaction.id,
+            clients.client_name,
+            insurers.name AS insurer_name,
+            policy_type.policy_type,
+            policy_transaction.policy_no,
+            policy_transaction.endorsement_no,
+            pt_co_share_details.exp_amt,
+            pt_co_share_details.variance
+        ')
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->where('policy_transaction.is_active', 1)
+            ->where('policy_transaction.status', 'completed')
+            ->where('pt_co_share_details.actual_bp_amt IS NULL OR pt_co_share_details.actual_bp_amt = 0')
+            ->where('pt_co_share_details.actual_bp_brokerage_amt IS NULL OR pt_co_share_details.actual_bp_brokerage_amt = 0');
+
+
+
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+                ->where('policy_transaction.' . $date_type . '<=', $endDate);
+        } else {
+
+            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $toDate = date('Y-m-d');
+
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if ($client_id != 0) {
+            $builder->where('policy_transaction.client_id', $client_id);
+        }
+
+        if ($insurer_id != 0) {
+            $builder->where('policy_transaction.insurer_id', $insurer_id);
+        }
+
+        if ($policy_type_id != 0) {
+            $builder->where('client_policy.policy_type_id', $policy_type_id);
+        }
+
+        if ($issuer != 0) {
+            $builder->where('policy_transaction.issuer', $issuer);
+        }
+
+        if ($status != 0) {
+            $builder->where('policy_transaction.status', $status);
+        }
+
+        $builder->orderBy('policy_transaction.id', 'desc');
+
+        return $builder->get()->getResultArray();
+    }
 }

app/Views/DashBoard.php

@@ -62,10 +62,17 @@ body {
                             <span class="d-none d-sm-inline-block">Enrolment</span>
                         </a>
                     </li>
+                    <li class="nav-item">
+                        <a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="bds_tab">
+                            <span class="mr-1"><i class="fa fa-file"></i></span>
+                            <span class="d-none d-sm-inline-block">BDS</span>
+                        </a>
+                    </li>
                 </ul>
                 <div class="tab-content">
                     <?php include('enrollment_dash.php'); ?>
                     <?php include('endorsement_dash.php'); ?>
+                    <?php include('bds_dash.php'); ?>
                 </div>
             </div>
         <!-- </div> -->

app/Views/bds_dash.php

@@ -0,0 +1,189 @@
+<style>
+
+body{
+    margin-top:20px;
+    background:#FAFAFA;
+}
+.order-card {
+    color: #fff;
+}
+
+.bg-c-blue {
+    background: linear-gradient(45deg,#4099ff,#73b4ff);
+}
+
+.bg-c-green {
+    background: linear-gradient(45deg,#2ed8b6,#59e0c5);
+}
+
+.bg-c-yellow {
+    background: linear-gradient(45deg,#FFB64D,#ffcb80);
+}
+
+.bg-c-pink {
+    background: linear-gradient(45deg,#FF5370,#ff869a);
+}
+
+.bg-c-red {
+    background: linear-gradient(45deg,#FF4E50,#F9D423);
+}
+
+.bg-c-purple {
+    background: linear-gradient(45deg,#9D50BB,#6E48AA);
+}
+
+.bg-c-orange {
+    background: linear-gradient(45deg,#F2994A,#F2C94C);
+}
+
+.bg-c-teal {
+    background: linear-gradient(45deg,#1ABC9C,#16A085);
+}
+
+.bg-c-cyan {
+    background: linear-gradient(45deg,#00C9FF,#92FE9D);
+}
+
+.bg-c-lime {
+    background: linear-gradient(45deg,#A8E063,#56AB2F);
+}
+
+.bg-c-indigo {
+    background: linear-gradient(45deg,#3F51B5,#5A55AE);
+}
+
+.bg-c-Pelorous {
+    background: linear-gradient(45deg, #00d6db, #00a8b5);
+}
+
+.bg-c-Pelorous2 {
+    background: linear-gradient(45deg, #02a8b5, #017f8b);
+}
+
+.bg-c-Pelorous3 {
+    background: linear-gradient(45deg, #098895, #046063);
+}
+
+.bg-c-Grenadier {
+    background: linear-gradient(45deg, #ff9d37, #ff7a10);
+}
+
+.bg-c-Grenadier2 {
+    background: linear-gradient(45deg, #ff8010, #ff4c00);
+}
+
+.bg-c-Grenadier3 {
+    background: linear-gradient(45deg, #f06306, #cc4b05);
+}
+
+.bg-c-SilverChalice {
+    background: linear-gradient(45deg, #a3a8a8, #8f9494);
+}
+
+.bg-c-SilverChalice2 {
+    background: linear-gradient(45deg, #7e8484, #686e6e);
+}
+
+.bg-c-SilverChalice3 {
+    background: linear-gradient(45deg, #5c6363, #434949);
+}
+
+
+
+.card {
+    border-radius: 5px;
+    -webkit-box-shadow: 0 1px 2.94px 0.06px rgba(4,26,55,0.16);
+    box-shadow: 0 1px 2.94px 0.06px rgba(4,26,55,0.16);
+    border: none;
+    margin-bottom: 30px;
+    -webkit-transition: all 0.3s ease-in-out;
+    transition: all 0.3s ease-in-out;
+}
+
+.card .card-block {
+    padding-top: 10px;
+    padding-bottom: 10px;
+    padding-left: 25px;
+    padding-right: 25px;
+}
+
+.order-card i {
+    font-size: 26px;
+}
+
+.f-left {
+    float: left;
+}
+
+.f-right {
+    float: right;
+}
+
+.m-b-1{
+    margin-top: 0;
+    margin-bottom: 5px;
+}
+
+.modal-right{
+    width: 100% !important;
+    justify-content: normal !important;
+}
+
+.modal-body {
+    max-height: 100vh;
+    overflow-y: auto;
+    padding-left: 25px !important;
+    padding-right: 25px !important;
+    padding-top: 10px !important;
+    padding-bottom: 35% !important;
+}
+
+</style>
+
+<div class="tab-pane fade" id="bds-dash-tab" style="/*padding-left: 35px;*/padding-right: 35px;">
+
+    <div class="row">
+        <div class="col-md-4 col-xl-3">
+            <div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous order-card" onclick="linkRedirectForBDS(this, 'B')">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">Business Team Pending</h6>
+                    <h2 class="text-right"><i class="mdi mdi-account-multiple-plus f-left"></i><span><?= $businessTeamCount ?></span></h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>
+        
+        <div class="col-md-4 col-xl-3">
+            <div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous2 order-card" onclick="linkRedirectForBDS(this, 'F')">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">Finance Team Pending</h6>
+                    <h2 class="text-right"><i class="mdi mdi-account-box f-left"></i><span><?= $financeTeamCount ?></span></h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>        
+	</div>
+
+</div>
+
+<script>
+
+function linkRedirectForBDS(input, team)
+{   
+    var link = "";
+
+    if(team == 'B'){
+        link = '<?= base_url('/policy_tranction/report/report-business-list') ?>'
+    }else if(team == 'F'){
+        link = '<?= base_url('/policy_tranction/report/report-finance-list') ?>'
+    }
+    console.log(link);
+
+    if(link){
+        window.location.href = link;
+    }
+}
+
+</script>

app/Views/business_team_list.php

@@ -0,0 +1,423 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+.col-12 {
+
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+</style>
+
+<div class="row">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
+                        aria-expanded="true">
+                        <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
+                    </a>
+                </h5>
+                <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_id" name="client_id" >
+                                        <option value="0">Select Client</option>
+                                        <?php
+                                            if (isset($clients) && count($clients)) {
+                                                foreach ($clients as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id" name="insurer_id"  >
+                                        <option value="0" selected>Select Insurer</option>
+                                        <?php if (isset($insurer) && count($insurer)) { ?> 
+                                            <?php foreach ($insurer as $value) { ?>
+                                                <option value="<?= $value['id']?>"><?= $value['name']?></option>
+                                            <?php } ?>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Policy Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_type_id" name="policy_type_id" >
+                                        <option value="0">Select Policy Type</option>
+                                        <?php
+                                            if (isset($policy_types) && count($policy_types)) {
+                                                foreach ($policy_types as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Issuer<span class="text-danger">*</span></label>
+                                    <select class="form-control" id="issuer" name="issuer" required>
+                                        <option value="0">Select Issure</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                            </div>
+
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label>Date Type<span class="text-danger"></span></label>
+                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
+                                        <option value="0">Select Date Type</option>
+                                        <?php
+                                            if (isset($date_type) && count($date_type)) {
+                                                foreach ($date_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                    <label>Date<span class="text-danger"></span></label>
+                                    <div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
+                                        <i class="fa fa-calendar"></i>&nbsp;
+                                        <span></span> <i class="fa fa-caret-down"></i>
+                                    </div>
+                                    <input type="hidden" id="startDate">
+                                    <input type="hidden" id="endDate">
+                                </div>
+
+                                <div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
+                                    <a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
+                                    <a href="<?= base_url("/policy_tranction/report/report-business-list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                                </div>
+
+                            </div>
+
+                            <!-- <div class="form-group text-right m-b-0">
+                                <button type="button" class="btn btn-secondary" id="clear-filters">Clear</button>
+                                <a href="<?= base_url("/policy_tranction/report/list"); ?>"
+                                            class="btn btn-primary waves-effect waves-light" id="get-emp-list"
+                                            onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                            </div> -->
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
+<div class="col-12" id="second_page">
+    <div class="card">
+        <div class="card-body">
+            <div class="row" style="padding-bottom: 10px;">
+                <div class="col-6" style="align-self: center;">
+                    <h4 style="position: relative;">Business Team</h4>
+                </div>
+
+            </div>
+            <div class="table-responsive" style="overflow-x: auto;">
+                <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                    <thead class="bg-light">
+                        <tr>
+                            <th>S.No</th>
+                            <th>Client Name</th>
+                            <th>Insurer</th>
+                            <th>Policy</th>
+                            <th>Policy No</th>
+                            <th>Endorsement No</th>
+                            <th>Action</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <?php if (isset($business_list)) { ?>
+                        <?php foreach($business_list as $index => $row){ ?>
+                        <tr>
+                            <td><?= $index + 1 ?></td>
+                            <td><?php echo $row['client_name']; ?></td>
+                            <td><?php echo $row['insurer_name']; ?></td>
+                            <td><?php echo $row['policy_type']; ?></td>
+                            <td><?php echo $row['policy_no']; ?></td>
+                            <td><?php echo $row['endorsement_no']; ?></td>
+                            <td>
+                                <div class="btn-group dropdown">
+                                    <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                    <div class="dropdown-menu dropdown-menu-right">
+                                        <a href="<?= base_url("/policy_tranction/inception/list"); ?>" id="get-policy-list" class="dropdown-item btnEdit" onclick="sendPolicyTransactionID(event, '<?= htmlspecialchars($row['policy_trns_id'], ENT_QUOTES) ?>')">
+                                            <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
+                                        </a>                            
+                                    </div>
+                                </div>
+                            </td>
+                        </tr>
+                        <?php } ?>
+                        <?php } ?>
+                    </tbody>
+                </table>
+
+                <div>
+                </div>
+            </div>
+        </div><!-- end col -->
+    </div>
+</div>
+
+<script>
+
+// Datatable document ready
+$(document).ready(function() {
+
+    var ticketsTable = $('#scroll-horizontal-datatable');
+
+    if (ticketsTable.length) {
+        ticketsTable.DataTable({
+            dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
+                "<'row'<'col-sm-12'tr>>" +
+                "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
+            buttons: [
+                {
+                    extend: 'csv',
+                    text: 'CSV',
+                    title: 'Policy-Tranction-BDS-List',
+                },
+                {
+                    extend: 'excel',
+                    text: 'Excel',
+                    title: 'Policy-Tranction-BDS-List',
+                    customize: function(xlsx) {
+                        var sheet = xlsx.xl.worksheets['sheet1.xml'];
+                        var total = 0;
+
+                        // Find cells in column AB (28th column in Excel)
+                        $('row c[r^="AB"]', sheet).each(function() {
+                            var value = parseFloat($('v', this).text()); // Get the value inside the cell
+                            if (!isNaN(value)) {
+                                total += value;
+                            }
+                        });
+
+                        // Get the last row index and append the total row
+                        var lastRow = $('row:last', sheet);
+                        var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
+                        var totalRow = '<row r="' + rowIndex + '">' +
+                            '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
+                            '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
+                            '</row>';
+
+                        // Append the new total row to the sheet
+                        $(sheet).find('sheetData').append(totalRow);
+                    }
+                }
+
+            ],
+            language: {
+                search: "_INPUT_",
+                searchPlaceholder: "Search..."
+            },
+            paging: true, // Enable pagination
+            pageLength: 25 // Set default number of rows per page (optional)
+        });
+    } else {
+        console.error("Table not found.");
+    }
+});
+
+$(document).ready(function() {
+    getURLParams()
+    $('#client_id').select2();
+    $('#insurer_id').select2();
+    $('#policy_type_id').select2();
+})
+
+function fetchEmpolyeeList(event) 
+{
+    event.preventDefault(); // Prevent default action
+
+    var start_date = $('#startDate').val();
+    var end_date = $('#endDate').val();
+    var client_id = $('#client_id').val();
+    var insurer_id = $('#insurer_id').val();
+    var policy_type_id = $('#policy_type_id').val();
+    var date_type = $('#date_type').val();
+    var issuer = $('#issuer').val();
+
+    console.log(start_date + '-' + end_date);
+
+    var queryParams = {
+        start_date: start_date,
+        end_date: end_date,
+        client_id: client_id,
+        insurer_id: insurer_id,
+        policy_type_id: policy_type_id,
+        date_type: date_type,
+        issuer: issuer,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+function objectToQueryString(obj) 
+{
+    return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
+}
+
+function getURLParams() 
+{
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    const startDate = params.get('start_date') || 0; // Default to 0 if not found
+    const endDate = params.get('end_date') || 0; // Default to 0 if not found
+    const client_id = params.get('client_id') || 0; // Default to 0 if not found
+    const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
+    const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
+    const date_type = params.get('date_type') || 0; // Default to 0 if not found
+    const issuer = params.get('issuer') || 0; // Default to 0 if not found
+
+    hideDateField(date_type)
+
+    console.log('startDate', startDate)
+    console.log('endDate', endDate)
+    console.log('client_id', client_id)
+    console.log('insurer_id', insurer_id)
+    console.log('policy_type_id', policy_type_id)   
+    console.log('date_type', date_type)
+    console.log('issuer', issuer)
+
+    // Log the values or use them as needed
+    console.log('Start Date:', startDate);
+    console.log('End Date:', endDate);
+
+    if (startDate != 0 && endDate != 0) {
+        setTimeout(function(){
+            $('#start_date').val(startDate)
+            $('#end_date').val(endDate)
+            $('#client_id').val(client_id).change()
+            $('#insurer_id').val(insurer_id).change()
+            $('#policy_type_id').val(policy_type_id).change()
+            $('#date_type').val(date_type)
+            $('#issuer').val(issuer)
+        },1000)
+
+    }
+
+}
+
+$(function() {
+
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    // Get start and end dates from URL parameters, or use default values
+    const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
+    const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+    // Parse the dates to moment objects
+    var start = moment(startDateParam, 'DD-MM-YYYY');
+    var end = moment(endDateParam, 'DD-MM-YYYY');
+
+    // var start = moment().subtract(29, 'days');
+    // var end = moment();
+
+    function cb(start, end) {
+        $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+        $('#startDate').val(start.format('DD-MM-YYYY'));
+        $('#endDate').val(end.format('DD-MM-YYYY'));
+    }
+
+    $('#reportrange').daterangepicker({
+        startDate: start,
+        endDate: end,
+        ranges: {
+        'Today': [moment(), moment()],
+        'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+        'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+        'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+        'This Month': [moment().startOf('month'), moment().endOf('month')],
+        'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    }, cb);
+
+    cb(start, end);
+
+    $('#clear-filters').on('click', function() {
+        // Reset all select dropdowns to the first option
+        $('#client_id').val('0').change();
+        $('#insurer_id').val('0').change();
+        $('#policy_type_id').val('0').change();
+        $('#date_type').val('0');
+        $('#issuer').val('0');
+        $('#date_div').hide()
+
+        // Reset the date range picker to default
+        $('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
+        $('#reportrange').data('daterangepicker').setEndDate(moment());
+        cb(start, end); // Update the displayed date range
+    });
+
+});
+
+function hideDateField(input = null)
+{   
+    let val = $('#date_type').val();
+
+    if(input){
+        val = input;
+    }
+
+    if(val != 0){
+        $('#date_div').show()
+    }else{
+        $('#date_div').hide()
+    }
+}
+
+function sendPolicyTransactionID(event, pt_id) 
+{
+    event.preventDefault(); // Prevent default action
+
+    console.log(pt_id);
+
+    var queryParams = {
+        pt_id: pt_id,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+</script>

app/Views/client_kyc.php

@@ -174,13 +174,19 @@
                         $('#name_'+item.kyc_doc_type_id).html(item.file_name);
                         $('#form_'+item.kyc_doc_type_id).hide();
 
+                        var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+                                        "?client_id=" + item.client_id + 
+                                        "&file_type=kyc" + 
+                                        "&file_name=" + item.file_name + 
+                                        "&client_policy_id=client_policy_id";
+
                         // console.log('step 1')
 
                             if(item.file_name != null && item.file_name != ""){
                                 // console.log('step 2')
 
                                 $('#download_'+item.kyc_doc_type_id).show();
-                                $('#download_' + item.kyc_doc_type_id).attr('href', '<?= base_url('download-kyc-docs/') ?>' + item.file_name);
+                                $('#download_' + item.kyc_doc_type_id).attr('href', url);
                                 $('#delete_'+item.kyc_doc_type_id).show();
 
                             }
@@ -227,7 +233,6 @@
 
     })
 
-    
     $('#btn_other_docs').click(function(){
         $('#others').toggle();
         $('#other_docs_table').toggle();
@@ -286,6 +291,14 @@
                            other_docs_count++;
                         }
 
+                        var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+                                        "?client_id=" + item.client_id + 
+                                        "&file_type=kyc" + 
+                                        "&file_name=" + item.file_name + 
+                                        "&client_policy_id=client_policy_id";
+
+
+
                         // console.log("Current item:", item);
                         if (item.kyc_doc_type_id == '0') {
                             // console.log("Appending item:", item);
@@ -295,7 +308,7 @@
                                     <td>${item.file_name}</td>
                                     <td>
                                          <i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete" style="font-size:18px;"></i>
-                                         <a href = "<?= base_url('download-kyc-docs/') ?>${item.file_name}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
+                                         <a href = "${url}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
                                     </td>
                                 </tr>
                             `;
@@ -430,9 +443,9 @@
 
     function appendKycTableListData(data){
 
-        console.log('-----------------------------------------------------------')
+        // console.log('-----------------------------------------------------------')
-        console.log('appendKycTableListData function called')
+        // console.log('appendKycTableListData function called')
-        console.log('-----------------------------------------------------------')
+        // console.log('-----------------------------------------------------------')
 
         var table = '';
 
@@ -447,6 +460,13 @@
                 other_docs_count++;
             }
 
+
+            var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+                                        "?client_id=" + item.client_id + 
+                                        "&file_type=kyc" + 
+                                        "&file_name=" + item.file_name + 
+                                        "&client_policy_id=client_policy_id";
+
             if(item.kyc_doc_type_id == '0'){
                 table += `
                 <tr id="kyc-${item.id}">
@@ -454,7 +474,7 @@
                     <td>${item.file_name}</td>
                     <td>
                         <i data-id="${item.id}" class="mdi mdi-delete btnKycOtherDelete"  style="font-size:18px;"></i>
-                        <a href = "<?= base_url('download-kyc-docs/') ?>${item.file_name}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" download></a>
+                        <a href = "${url}" data-id="${item.id}" class="fa fa-download" style="font-size:18px;" target="_blank"></a>
                     </td>
                 </tr>
             `; 
@@ -480,11 +500,17 @@
 
                 // console.log('step 1')
 
+                var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+                                        "?client_id=" + item.client_id + 
+                                        "&file_type=kyc" + 
+                                        "&file_name=" + item.file_name + 
+                                        "&client_policy_id=client_policy_id";
+
                 if(item.file_name != null && item.file_name != ""){
                     // console.log('step 2')
 
                     $('#download_'+item.kyc_doc_type_id).show();
-                    $('#download_' + item.kyc_doc_type_id).attr('href', '<?= base_url('download-kyc-docs/') ?>' + item.file_name);
+                    $('#download_' + item.kyc_doc_type_id).attr('href', url).attr('target', '_blank');;
                     $('#delete_'+item.kyc_doc_type_id).show();
                 }
                 else{

app/Views/drive_file_upload.php

@@ -12,9 +12,10 @@
                     <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
                         <div class="card-body">
                             <form class="parsley-examples" id="drive_file_upload_form" method="post"
-                                enctype="multipart/form-data" onsubmit="return validateForm();">
+                                enctype="multipart/form-data">
 
                                 <input type="hidden" id="policy_tranction_primarykey_for_file_upload" name="pt_id">
+                                <input type="hidden" id="client_policy_id_for_file_upload" name="client_policy_id">
 
                                 <div class="form-group">
 

app/Views/finance_team_list.php

@@ -0,0 +1,424 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+.col-12 {
+
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+</style>
+
+<div class="row" id="finance_filter">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
+                        aria-expanded="true">
+                        <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
+                    </a>
+                </h5>
+                <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_id" name="client_id" >
+                                        <option value="0">Select Client</option>
+                                        <?php
+                                            if (isset($clients) && count($clients)) {
+                                                foreach ($clients as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id" name="insurer_id"  >
+                                        <option value="0" selected>Select Insurer</option>
+                                        <?php if (isset($insurer) && count($insurer)) { ?> 
+                                            <?php foreach ($insurer as $value) { ?>
+                                                <option value="<?= $value['id']?>"><?= $value['name']?></option>
+                                            <?php } ?>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Policy Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_type_id" name="policy_type_id" >
+                                        <option value="0">Select Policy Type</option>
+                                        <?php
+                                            if (isset($policy_types) && count($policy_types)) {
+                                                foreach ($policy_types as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Issuer<span class="text-danger">*</span></label>
+                                    <select class="form-control" id="issuer" name="issuer" required>
+                                        <option value="0">Select Issure</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                            </div>
+
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label>Date Type<span class="text-danger"></span></label>
+                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
+                                        <option value="0">Select Date Type</option>
+                                        <?php
+                                            if (isset($date_type) && count($date_type)) {
+                                                foreach ($date_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                    <label>Date<span class="text-danger"></span></label>
+                                    <div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
+                                        <i class="fa fa-calendar"></i>&nbsp;
+                                        <span></span> <i class="fa fa-caret-down"></i>
+                                    </div>
+                                    <input type="hidden" id="startDate">
+                                    <input type="hidden" id="endDate">
+                                </div>
+
+                                <div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
+                                    <a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
+                                    <a href="<?= base_url("/policy_tranction/report/report-finance-list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                                </div>
+
+                            </div>
+
+                            <!-- <div class="form-group text-right m-b-0">
+                                <button type="button" class="btn btn-secondary" id="clear-filters">Clear</button>
+                                <a href="<?= base_url("/policy_tranction/report/list"); ?>"
+                                            class="btn btn-primary waves-effect waves-light" id="get-emp-list"
+                                            onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                            </div> -->
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
+<div class="col-12" id="finance_list">
+    <div class="card">
+        <div class="card-body">
+            <div class="row" style="padding-bottom: 10px;">
+                <div class="col-6" style="align-self: center;">
+                    <h4 style="position: relative;">Finance Team</h4>
+                </div>
+
+            </div>
+            <div class="table-responsive" style="overflow-x: auto;">
+                <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                    <thead class="bg-light">
+                        <tr>
+                            <th>S.No</th>
+                            <th>Client Name</th>
+                            <th>Insurer</th>
+                            <th>Policy</th>
+                            <th>Policy No</th>
+                            <th>Endorsement No</th>
+                            <th>Action</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <?php if (isset($finance_list)) { ?>
+                        <?php foreach($finance_list as $index => $row){ ?>
+                        <tr>
+                            <td><?= $index + 1 ?></td>
+                            <td><?php echo $row['client_name']; ?></td>
+                            <td><?php echo $row['insurer_name']; ?></td>
+                            <td><?php echo $row['policy_type']; ?></td>
+                            <td><?php echo $row['policy_no']; ?></td>
+                            <td><?php echo $row['endorsement_no']; ?></td>
+                            <td>
+                                <div class="btn-group dropdown">
+                                    <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                    <div class="dropdown-menu dropdown-menu-right">
+                                        <a href="<?= base_url("/policy_tranction/inception/list"); ?>" id="get-policy-list" class="dropdown-item btnEdit" onclick="sendPolicyTransactionID(event, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
+                                            <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
+                                        </a>                            
+                                    </div>
+                                </div>
+                            </td>
+                        </tr>
+                        <?php } ?>
+                        <?php } ?>
+                    </tbody>
+                </table>
+
+                <div>
+                </div>
+            </div>
+        </div><!-- end col -->
+    </div>
+</div>
+
+<script>
+
+// Datatable document ready
+$(document).ready(function() {
+
+    var ticketsTable = $('#scroll-horizontal-datatable');
+
+    if (ticketsTable.length) {
+        ticketsTable.DataTable({
+            dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
+                "<'row'<'col-sm-12'tr>>" +
+                "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
+            buttons: [
+                {
+                    extend: 'csv',
+                    text: 'CSV',
+                    title: 'Policy-Tranction-BDS-List',
+                },
+                {
+                    extend: 'excel',
+                    text: 'Excel',
+                    title: 'Policy-Tranction-BDS-List',
+                    customize: function(xlsx) {
+                        var sheet = xlsx.xl.worksheets['sheet1.xml'];
+                        var total = 0;
+
+                        // Find cells in column AB (28th column in Excel)
+                        $('row c[r^="AB"]', sheet).each(function() {
+                            var value = parseFloat($('v', this).text()); // Get the value inside the cell
+                            if (!isNaN(value)) {
+                                total += value;
+                            }
+                        });
+
+                        // Get the last row index and append the total row
+                        var lastRow = $('row:last', sheet);
+                        var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
+                        var totalRow = '<row r="' + rowIndex + '">' +
+                            '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
+                            '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
+                            '</row>';
+
+                        // Append the new total row to the sheet
+                        $(sheet).find('sheetData').append(totalRow);
+                    }
+                }
+
+            ],
+            language: {
+                search: "_INPUT_",
+                searchPlaceholder: "Search..."
+            },
+            paging: true, // Enable pagination
+            pageLength: 25 // Set default number of rows per page (optional)
+        });
+    } else {
+        console.error("Table not found.");
+    }
+});
+
+$(document).ready(function() {
+    getURLParams()
+    $('#client_id').select2();
+    $('#insurer_id').select2();
+    $('#policy_type_id').select2();
+})
+
+function fetchEmpolyeeList(event) 
+{
+    event.preventDefault(); // Prevent default action
+
+    var start_date = $('#startDate').val();
+    var end_date = $('#endDate').val();
+    var client_id = $('#client_id').val();
+    var insurer_id = $('#insurer_id').val();
+    var policy_type_id = $('#policy_type_id').val();
+    var date_type = $('#date_type').val();
+    var issuer = $('#issuer').val();
+
+    console.log(start_date + '-' + end_date);
+
+    var queryParams = {
+        start_date: start_date,
+        end_date: end_date,
+        client_id: client_id,
+        insurer_id: insurer_id,
+        policy_type_id: policy_type_id,
+        date_type: date_type,
+        issuer: issuer,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+function objectToQueryString(obj) 
+{
+    return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
+}
+
+function getURLParams() 
+{
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    const startDate = params.get('start_date') || 0; // Default to 0 if not found
+    const endDate = params.get('end_date') || 0; // Default to 0 if not found
+    const client_id = params.get('client_id') || 0; // Default to 0 if not found
+    const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
+    const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
+    const date_type = params.get('date_type') || 0; // Default to 0 if not found
+    const issuer = params.get('issuer') || 0; // Default to 0 if not found
+
+    hideDateField(date_type)
+
+    console.log('startDate', startDate)
+    console.log('endDate', endDate)
+    console.log('client_id', client_id)
+    console.log('insurer_id', insurer_id)
+    console.log('policy_type_id', policy_type_id)   
+    console.log('date_type', date_type)
+    console.log('issuer', issuer)
+
+    // Log the values or use them as needed
+    console.log('Start Date:', startDate);
+    console.log('End Date:', endDate);
+
+    if (startDate != 0 && endDate != 0) {
+        setTimeout(function(){
+            $('#start_date').val(startDate)
+            $('#end_date').val(endDate)
+            $('#client_id').val(client_id).change()
+            $('#insurer_id').val(insurer_id).change()
+            $('#policy_type_id').val(policy_type_id).change()
+            $('#date_type').val(date_type)
+            $('#issuer').val(issuer)
+        },1000)
+
+    }
+
+}
+
+$(function() {
+
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    // Get start and end dates from URL parameters, or use default values
+    const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
+    const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+    // Parse the dates to moment objects
+    var start = moment(startDateParam, 'DD-MM-YYYY');
+    var end = moment(endDateParam, 'DD-MM-YYYY');
+
+    // var start = moment().subtract(29, 'days');
+    // var end = moment();
+
+    function cb(start, end) {
+        $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+        $('#startDate').val(start.format('DD-MM-YYYY'));
+        $('#endDate').val(end.format('DD-MM-YYYY'));
+    }
+
+    $('#reportrange').daterangepicker({
+        startDate: start,
+        endDate: end,
+        ranges: {
+        'Today': [moment(), moment()],
+        'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+        'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+        'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+        'This Month': [moment().startOf('month'), moment().endOf('month')],
+        'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    }, cb);
+
+    cb(start, end);
+
+    $('#clear-filters').on('click', function() {
+        // Reset all select dropdowns to the first option
+        $('#client_id').val('0').change();
+        $('#insurer_id').val('0').change();
+        $('#policy_type_id').val('0').change();
+        $('#date_type').val('0');
+        $('#issuer').val('0');
+        $('#date_div').hide()
+
+        // Reset the date range picker to default
+        $('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
+        $('#reportrange').data('daterangepicker').setEndDate(moment());
+        cb(start, end); // Update the displayed date range
+    });
+
+});
+
+function hideDateField(input = null)
+{   
+    let val = $('#date_type').val();
+
+    if(input){
+        val = input;
+    }
+
+    if(val != 0){
+        $('#date_div').show()
+    }else{
+        $('#date_div').hide()
+    }
+}
+
+function sendPolicyTransactionID(event, pt_id) 
+{
+    event.preventDefault(); // Prevent default action
+
+    console.log(pt_id);
+
+    var queryParams = {
+        pt_id: pt_id,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+</script>

app/Views/layout/header.php

@@ -670,6 +670,15 @@
                                 <li>
                                     <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
                                 </li>
+                                <li>
+                                    <a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Varience</a>
+                                </li>
+                                <li>
+                                    <a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
+                                </li>
+                                <li>
+                                    <a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
+                                </li>
                                 <li>
                                     <a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement upload</a>
                                 </li>

app/Views/policy_transaction_endorsement_form.php

@@ -68,6 +68,29 @@
     color: #000000;
 }
 
+.right-align-input {
+    text-align: right;
+}
+
+.input-with-percentage {
+    position: relative;
+}
+
+.input-with-percentage input {
+    padding-right: 20px; 
+    text-align: right;   
+}
+
+.input-with-percentage::after {
+    content: '%';       
+    position: absolute;
+    right: 5px;       
+    top: 50%;
+    transform: translateY(-50%);
+    font-weight: bold;
+    color: #000;
+}
+
 </style>
 
 <div class="row" id="endorsement_form" style="display: none;">
@@ -161,7 +184,7 @@
                                                 <div class="row">
                                                     
                                                     <div class="form-group col-md-3">
-                                                        <label for="tpa"> TPA <span id="tpa_danger"class="text-danger">*</span></label>
+                                                        <label for="tpa"> TPA <span id="tpa_danger"class="text-danger"></span></label>
                                                         <select class="form-control readonly-select" id="tpa" name="tpa" >
                                                             <option value="" selected>Select TPA</option>
                                                             <?php foreach ($tpa as $value) { ?>
@@ -173,18 +196,23 @@
                                                     </div>
                                                     
                                                     <div class="form-group col-md-3">
-                                                        <label for="addon_policy">Policy No<span id="base_danger"class="text-danger">*</span></label>
+                                                        <label for="addon_policy">Policy No<span id="base_danger"class="text-danger"></span></label>
-                                                        <input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" >
+                                                        <input type="text" class="form-control" id="policy_no" name="policy_no"placeholder="Enter Policy No" readonly>
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="bp_cgst">D.O.C <span id="base_danger" class="text-danger">*</span></label>
+                                                        <label for="bp_cgst">D.O.C <span id="base_danger" class="text-danger"></span></label>
-                                                        <input id="policy_start_date" type="text" class="form-control" placeholder="DD/MM/YYYY" >
+                                                        <input id="policy_start_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="bp_igst">D.O.E <span id="base_danger" class="text-danger">*</span></label>
+                                                        <label for="bp_igst">D.O.E <span id="base_danger" class="text-danger"></span></label>
-                                                        <input id="policy_end_date" type="text" class="form-control" placeholder="DD/MM/YYYY" >
+                                                        <input id="policy_end_date" type="text" class="form-control" placeholder="DD/MM/YYYY" readonly>
+                                                    </div>
+
+                                                    <div class="form-group col-md-3">
+                                                        <label for="addon_policy">Policy Issue Month<span id="base_danger" class="text-danger">*</span></label>
+                                                        <input type="text" class="form-control" id="month" name="month" placeholder="MM/YYYY" >
                                                     </div>
 
                                                     <div class="form-group col-md-3">
@@ -222,15 +250,14 @@
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="addon_policy">No of Insured<span id="base_danger"class="text-danger">*</span></label>
+                                                        <label for="addon_policy">No of Insured<span id="base_danger"class="text-danger"></span></label>
                                                         <input type="text" class="form-control" id="emp_count" name="emp_count" placeholder="Enter Employeee" onkeypress="return onlyNumbers(event)">
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="addon_policy">No of Dependents<span id="base_danger" class="text-danger">*</span></label>
+                                                        <label for="addon_policy">No of Dependents<span id="base_danger" class="text-danger"></span></label>
                                                         <input type="text" class="form-control" id="dependent_count" name="dependent_count" placeholder="Enter Dependent" onkeypress="return onlyNumbers(event)">
                                                     </div>
-                                                    count
                                                 </div>
 
                                                 <hr>
@@ -418,7 +445,6 @@
 </div>
 <!-- end form row -->
 
-
 <script>
 
 $(document).ready(function(){
@@ -477,7 +503,9 @@ $(document).ready(function(){
         var start_date = $(this).find('option:selected').attr('data-sd');
         var end_date = $(this).find('option:selected').attr('data-ed');
 
+        console.log('client_id', client_id);
         console.log('client_policy_id', client_policy_id);
+        console.log('policy_tranction_primarykey', policy_tranction_primarykey);
         console.log('policy_no', policy_no);
         console.log('cd_ac_no',cd_ac_no);
         console.log('tpa',tpa);
@@ -771,6 +799,7 @@ $('#endorsement_no').on('change', function(){
     }
 
 })
+
 //---------------------------------------------------------------------------------------------------------
 
 //edit function
@@ -822,6 +851,7 @@ function getPolicyTransactionDataForEndorsementEdit(input){
                 $('#policy_start_date').val(res.data.policy_start_date);
                 $('#policy_end_date').val(res.data.policy_end_date);
                 $('#endorse_eff_date').val(res.data.endorse_eff_date);
+                $('#endorse_eff_date').val(res.data.month);
 
                 removeAllColumnsExceptFirst('insurerTable');
                 if(res.data.pt_co_share_details){
@@ -1076,7 +1106,6 @@ function addInsurerColumn() {
         </th>
     `);
 
-
     // Add a new column for each data row
     $('#insurerTable tbody tr').each(function(index) {
         let newCell = '';
@@ -1104,94 +1133,94 @@ function addInsurerColumn() {
                         </td>`;
                 break;
             case 2: // Co-Share %
-                newCell = `<td><input type="text"  name="co_share_per[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 3: // Base Premium
-                newCell = `<td><input type="text" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 4: // TP Premium
-                newCell = `<td><input type="text" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 5: // Ter Premium
-                newCell = `<td><input type="text" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 6: // co Premium
-                newCell = `<td><input type="text" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 7: // CGST
-                newCell = `<td><input type="text" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 8: // SGST
-                newCell = `<td><input type="text" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 9: // IGST
-                newCell = `<td><input type="text" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 10: // GST Amount
-                newCell = `<td><input type="text" class="readonly-color" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 11: // Stamp Duty
-                newCell = `<td><input type="text" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 12: // Total
-                newCell = `<td><input type="text" class="readonly-color" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 13: // Agreed BP %
-                newCell = `<td><input type="text" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_bp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
                 break;
             case 14: // Agreed TP %
-                newCell = `<td><input type="text" name="agreed_tp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_tp[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 15: // Agreed Ter %
-                newCell = `<td><input type="text" name="agreed_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="agreed_ter[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
                 break;
             case 16: // Agreed Amount
-                newCell = `<td><input type="text" id="agreed_amount_${insurerCount}"  name="agreed_amount[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="agreed_amount_${insurerCount}"  name="agreed_amount[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 17: // Standard BP %
-                newCell = `<td><input type="text" class="readonly-color" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
                 break;
             case 18: // Standard TP %
-                newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly ></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly ></td>`;
                 break;
             case 19: // Standard Ter %
-                newCell = `<td class="std_tp_td"><input type="text" class="readonly-color" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
                 break;
             case 20: // Actual BP Amount
-                newCell = `<td><input type="text" id="actual_bp_amt_${insurerCount}" name="actual_bp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="actual_bp_amt_${insurerCount}" name="actual_bp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 21: // Actual TP Amount
-                newCell = `<td><input type="text" id="actual_tp_amt_${insurerCount}" name="actual_tp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="actual_tp_amt_${insurerCount}" name="actual_tp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 22: // Actual TEP Amount
-                newCell = `<td><input type="text" id="actual_tep_amt_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="actual_tep_amt_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 23: // Actual BP %
-                newCell = `<td><input type="text" id="actual_bp_per_${insurerCount}" name="actual_bp_per[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_bp_per_${insurerCount}" name="actual_bp_per[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 24: // Actual TP %
-                newCell = `<td><input type="text" id="actual_tp_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}')"  onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tp_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}')"  onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 25: // Actual TEP %
-                newCell = `<td><input type="text" id="actual_tep_per_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}')"  onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tep_per_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}')"  onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 26: // Actual BP Brokerage Amount
-                newCell = `<td><input type="text" id="actual_bp_brokerage_amt_${insurerCount}" name="actual_bp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="actual_bp_brokerage_amt_${insurerCount}" name="actual_bp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 27: // Actual TP Brokerage Amount
-                newCell = `<td><input type="text" id="actual_tp_brokerage_amt_${insurerCount}" name="actual_tp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="actual_tp_brokerage_amt_${insurerCount}" name="actual_tp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 28: // Actual TEP Brokerage Amount
-                newCell = `<td><input type="text" id="actual_tep_brokerage_amt_${insurerCount}" name="actual_tep_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="actual_tep_brokerage_amt_${insurerCount}" name="actual_tep_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 29: // Expected Amount
-                newCell = `<td><input type="text" id="exp_amt_${insurerCount}" name="exp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="exp_amt_${insurerCount}" name="exp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 30: // Variance
-                newCell = `<td><input type="text" class="readonly-color" id="variance_${insurerCount}" name="variance[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                newCell = `<td><input type="text" class="readonly-color right-align-input" id="variance_${insurerCount}" name="variance[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" readonly></td>`;
                 break;
             case 31: // Reward
-                newCell = `<td><input type="text" id="reward_${insurerCount}" name="reward[]" onkeypress="return onlyNumbers(event)"></td>`;
+                newCell = `<td><input type="text" class="right-align-input" id="reward_${insurerCount}" name="reward[]" onkeypress="return onlyNumbers(event)"></td>`;
                 break;
             case 32: // ID For Update
                 newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;

app/Views/policy_transaction_endorsement_list.php

@@ -44,6 +44,131 @@ table.dataTable thead th {
 }
 </style>
 
+<div class="row" id="endorsement_filter">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
+                        aria-expanded="true">
+                        <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
+                    </a>
+                </h5>
+                <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_id_for_search" name="client_id" >
+                                        <option value="0">Select Client</option>
+                                        <?php
+                                            if (isset($client) && count($client)) {
+                                                foreach ($client as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id_for_search" name="insurer_id"  >
+                                        <option value="0" selected>Select Insurer</option>
+                                        <?php foreach ($insurer as $value) { ?>
+                                            <option value="<?= $value['id']?>"><?= $value['name']?></option>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Policy Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_type_for_search" name="policy_type_id" >
+                                        <option value="0">Select Policy Type</option>
+                                        <?php
+                                            if (isset($policy_types) && count($policy_types)) {
+                                                foreach ($policy_types as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Issuer<span class="text-danger">*</span></label>
+                                    <select class="form-control" id="issuer_for_search" name="issuer" required>
+                                        <option value="0">Select Issure</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+                            </div>
+
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Status <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_status_for_search" name="policy_type_id" >
+                                        <option value="0">Select Status</option>
+                                        <?php
+                                            if (isset($policy_status) && count($policy_status)) {
+                                                foreach ($policy_status as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label>Date Type<span class="text-danger"></span></label>
+                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
+                                        <option value="0">Select Date Type</option>
+                                        <?php
+                                            if (isset($date_type) && count($date_type)) {
+                                                foreach ($date_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                    <label>Date<span class="text-danger"></span></label>
+                                    <div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
+                                        <i class="fa fa-calendar"></i>&nbsp;
+                                        <span></span> <i class="fa fa-caret-down"></i>
+                                    </div>
+                                    <input type="hidden" id="startDate">
+                                    <input type="hidden" id="endDate">
+                                </div>
+
+
+                                <div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
+                                    <a href="<?= base_url("/policy_tranction/endorsement/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
+                                    <a href="<?= base_url("/policy_tranction/endorsement/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                                </div>
+
+                            </div>
+
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
 <div class="row" id="endorsement_list">
     <div class="col-12">
         <div class="card">
@@ -68,7 +193,7 @@ table.dataTable thead th {
                             <th>Endorsement Type</th>
                             <th>Endorsement No</th>
                             <th>Data Recived Date</th>
-                            <th>No of Employees</th>
+                            <th>No of Insured</th>
                             <th>No of Dependence</th>
                             <th>Closure Date</th>
                             <th>Status</th>
@@ -193,22 +318,34 @@ table.dataTable thead th {
             allowInput: false
         });
 
-        var start_date = flatpickr("#policy_start_date", {
+        // var start_date = flatpickr("#policy_start_date", {
-            dateFormat: "d-m-Y",
+        //     dateFormat: "d-m-Y",
-            allowInput: false
+        //     allowInput: false
-        });
+        // });
 
-        var end_date = flatpickr("#policy_end_date", {
+        // var end_date = flatpickr("#policy_end_date", {
-            dateFormat: "d-m-Y",
+        //     dateFormat: "d-m-Y",
-            allowInput: false
+        //     allowInput: false
-        });
+        // });
 
         var endorse_eff_date = flatpickr("#endorse_eff_date", {
             dateFormat: "d-m-Y",
             allowInput: false
         });
 
-    })
+        var month = flatpickr("#month", {
+            dateFormat: "M-Y", 
+            allowInput: false, 
+        });
+
+
+        // $('#month').val('<?= date('M-Y') ?>');
+        // console.log('month', $('#month'));
+        // console.log('month', '<?= date('M-Y') ?>');
+        // console.log('month', new Date('<?= date('M-Y') ?>'));
+        // console.log('month', <?= date('M-Y') ?>);
+
+    });
 
     function hide_list_show_add() 
     {   
@@ -216,9 +353,10 @@ table.dataTable thead th {
         $('#endorsement_form_id')[0].reset();
         $('#client_id').val('').change();
         $('#client_policy_id').val('').change();
-        $('#endorsement_form').show()
+        $('#endorsement_form').show();
-        $('#endorsement_list').hide()
+        $('#endorsement_list').hide();
-        $('#invoice_no_div').hide()
+        $('#endorsement_filter').hide();
+        $('#invoice_no_div').hide();
         $('#invoice_no').attr('required', false)
     }
 
@@ -226,6 +364,7 @@ table.dataTable thead th {
     {
         $('#endorsement_form').hide()
         $('#endorsement_list').show()
+        $('#endorsement_filter').show()
 
     }
 
@@ -430,3 +569,169 @@ table.dataTable thead th {
     })
 
 </script>
+
+
+<script>
+
+$(document).ready(function() {
+    getURLParams()
+    $('#client_id_for_search').select2();
+    $('#insurer_id_for_search').select2();
+    $('#policy_type_for_search').select2();
+})
+
+function fetchEmpolyeeList(event) 
+{
+    event.preventDefault(); // Prevent default action
+
+    var start_date = $('#startDate').val();
+    var end_date = $('#endDate').val();
+    var client_id = $('#client_id_for_search').val();
+    var insurer_id = $('#insurer_id_for_search').val();
+    var policy_type_id = $('#policy_type_for_search').val();
+    var date_type = $('#date_type').val();
+    var issuer = $('#issuer_for_search').val();
+    var status = $('#policy_status_for_search').val();
+
+    console.log(start_date + '-' + end_date);
+
+    var queryParams = {
+        start_date: start_date,
+        end_date: end_date,
+        client_id: client_id,
+        insurer_id: insurer_id,
+        policy_type_id: policy_type_id,
+        date_type: date_type,
+        issuer: issuer,
+        status: status,
+    };
+
+    console.log(queryParams)
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+function objectToQueryString(obj) 
+{
+    return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
+}
+
+function getURLParams() 
+{
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    const startDate = params.get('start_date') || 0; // Default to 0 if not found
+    const endDate = params.get('end_date') || 0; // Default to 0 if not found
+    const client_id = params.get('client_id') || 0; // Default to 0 if not found
+    const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
+    const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
+    const date_type = params.get('date_type') || 0; // Default to 0 if not found
+    const issuer = params.get('issuer') || 0; // Default to 0 if not found
+    const status = params.get('status') || 0; // Default to 0 if not found
+
+    hideDateField(date_type)
+
+    console.log('startDate', startDate)
+    console.log('endDate', endDate)
+    console.log('client_id', client_id)
+    console.log('insurer_id', insurer_id)
+    console.log('policy_type_id', policy_type_id)   
+    console.log('date_type', date_type)
+    console.log('issuer', issuer)
+    console.log('status', status)
+
+    // Log the values or use them as needed
+    console.log('Start Date:', startDate);
+    console.log('End Date:', endDate);
+
+    if (startDate != 0 && endDate != 0) {
+        setTimeout(function(){
+            $('#start_date').val(startDate)
+            $('#end_date').val(endDate)
+            $('#client_id_for_search').val(client_id).change()
+            $('#insurer_id_for_search').val(insurer_id).change()
+            $('#policy_type_for_search').val(policy_type_id).change()
+            $('#date_type').val(date_type)
+            $('#issuer_for_search').val(issuer)
+            $('#policy_status_for_search').val(status)
+        },1000)
+
+    }
+
+}
+
+$(function() {
+
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    // Get start and end dates from URL parameters, or use default values
+    const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
+    const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+    // Parse the dates to moment objects
+    var start = moment(startDateParam, 'DD-MM-YYYY');
+    var end = moment(endDateParam, 'DD-MM-YYYY');
+
+    // var start = moment().subtract(29, 'days');
+    // var end = moment();
+
+    function cb(start, end) {
+        $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+        $('#startDate').val(start.format('DD-MM-YYYY'));
+        $('#endDate').val(end.format('DD-MM-YYYY'));
+    }
+
+    $('#reportrange').daterangepicker({
+        startDate: start,
+        endDate: end,
+        ranges: {
+        'Today': [moment(), moment()],
+        'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+        'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+        'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+        'This Month': [moment().startOf('month'), moment().endOf('month')],
+        'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    }, cb);
+
+    cb(start, end);
+
+    $('#clear-filters').on('click', function() {
+        // Reset all select dropdowns to the first option
+        $('#client_id_for_search').val('0').change();
+        $('#insurer_id_for_search').val('0').change();
+        $('#policy_type_for_search').val('0').change();
+        $('#date_type').val('0');
+        $('#issuer_for_search').val('0');
+        $('#policy_status_for_search').val('0');
+        $('#date_div').hide()
+
+        // Reset the date range picker to default
+        $('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
+        $('#reportrange').data('daterangepicker').setEndDate(moment());
+        cb(start, end); // Update the displayed date range
+    });
+
+});
+
+function hideDateField(input = null)
+{   
+    let val = $('#date_type').val();
+
+    if(input){
+        val = input;
+    }
+
+    if(val != 0){
+        $('#date_div').show()
+    }else{
+        $('#date_div').hide()
+    }
+}
+
+</script>

app/Views/policy_transaction_inception_list.php

@@ -105,6 +105,131 @@ table.dataTable tbody td {
     }
 </style>
 
+<div class="row" id="inception_filter">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h4 class="m-1"> 
+                    <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
+                        aria-expanded="true">
+                        <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
+                    </a>
+                </h4>
+                <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_id_for_search" name="client_id" >
+                                        <option value="0">Select Client</option>
+                                        <?php
+                                            if (isset($client) && count($client)) {
+                                                foreach ($client as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id_for_search" name="insurer_id"  >
+                                        <option value="0" selected>Select Insurer</option>
+                                        <?php foreach ($insurer as $value) { ?>
+                                            <option value="<?= $value['id']?>"><?= $value['name']?></option>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Policy Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_type_for_search" name="policy_type_id" >
+                                        <option value="0">Select Policy Type</option>
+                                        <?php
+                                            if (isset($policy_types) && count($policy_types)) {
+                                                foreach ($policy_types as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Issuer<span class="text-danger">*</span></label>
+                                    <select class="form-control" id="issuer_for_search" name="issuer" required>
+                                        <option value="0">Select Issure</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+                            </div>
+
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Status <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_status_for_search" name="policy_type_id" >
+                                        <option value="0">Select Status</option>
+                                        <?php
+                                            if (isset($policy_status) && count($policy_status)) {
+                                                foreach ($policy_status as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label>Date Type<span class="text-danger"></span></label>
+                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
+                                        <option value="0">Select Date Type</option>
+                                        <?php
+                                            if (isset($date_type) && count($date_type)) {
+                                                foreach ($date_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                    <label>Date<span class="text-danger"></span></label>
+                                    <div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
+                                        <i class="fa fa-calendar"></i>&nbsp;
+                                        <span></span> <i class="fa fa-caret-down"></i>
+                                    </div>
+                                    <input type="hidden" id="startDate">
+                                    <input type="hidden" id="endDate">
+                                </div>
+
+                                <div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
+                                    <a href="<?= base_url("/policy_tranction/inception/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
+                                    <a href="<?= base_url("/policy_tranction/inception/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                                </div>
+
+                            </div>
+
+
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
 <div class="row" id="inception_list">
     <div class="col-12">
         <div class="card">
@@ -132,7 +257,7 @@ table.dataTable tbody td {
                                 <th><div class="column-header">Policy Issue Date</div></th>
                                 <th><div class="column-header">D.O.C</div></th>
                                 <th><div class="column-header">D.O.E</div></th>
-                                <th><div class="column-header">No of Employees</div></th>
+                                <th><div class="column-header">No of Insured</div></th>
                                 <th><div class="column-header">No of Dependents</div></th>
                                 <th><div class="column-header">Status</div></th>
                                 <th><div class="column-header">Action</div></th>
@@ -159,7 +284,7 @@ table.dataTable tbody 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="getPolicyTransactionDataForEdit(this)">
+                                            <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                 <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                             </a>
                                         </div>
@@ -367,11 +492,6 @@ $(document).ready(function(){
 
     var today = new Date();
 
-    var policy_issue_date = flatpickr("#policy_issue_date", {
-        dateFormat: "d-m-Y",
-        allowInput: false
-    });
-
     var opening_date = flatpickr("#opening_date", {
         dateFormat: "d-m-Y",
         allowInput: false
@@ -410,11 +530,34 @@ $(document).ready(function(){
         allowInput: false
     });
 
+    var month = flatpickr("#month", {
+        dateFormat: "M-Y", // Format as month and year
+        allowInput: false, // Disable manual input
+    });
+
+    var policy_issue_date = flatpickr("#policy_issue_date", {
+        dateFormat: "d-m-Y", // Format as day-month-year
+        allowInput: false, // Disable manual input
+        onChange: function(selectedDates, dateStr, instance) {
+            // Get the selected date
+            var selectedDate = new Date(selectedDates[0]);
+
+            // Format the selected date to "M-Y"
+            var formattedMonth = flatpickr.formatDate(selectedDate, "M-Y");
+
+            // Set the value of the #month input
+            month.setDate(formattedMonth);
+        }
+    });
+
+
 
 
 
 })
 
+//--------------------------------------------------------------------------------------------------------
+
 function hide_list_show_add() 
 {       
     $('#page_title').text('Add Policy')
@@ -440,6 +583,7 @@ function hide_list_show_add()
 
     $('#pt_onboarding').show()
     $('#inception_list').hide()
+    $('#inception_filter').hide()
     $('#policyholdernamediv').hide();
     $('.branchdiv').show();
 }
@@ -448,6 +592,7 @@ function show_list_hide_add()
 {
     $('#pt_onboarding').hide()
     $('#inception_list').show()
+    $('#inception_filter').show();
     $('#nav_pills').empty()
     $('#tab_content').empty()
     count = 0
@@ -588,91 +733,91 @@ function appendRenewalPolicies(data)
     });
 }
 
-function getCDAccountNumber(client_id, insurer_id)
+// function getCDAccountNumber(client_id, insurer_id)
-{   
+// {   
-    console.log('getCDAccountNumber')
+//     console.log('getCDAccountNumber')
 
-    // var client_id = $('#client_id').val()
+//     // var client_id = $('#client_id').val()
-    // var insurer_id = $('#insurer_id').find('option:selected').attr('data-id');
+//     // var insurer_id = $('#insurer_id').find('option:selected').attr('data-id');
 
-    console.log('client_id', client_id)
+//     console.log('client_id', client_id)
-    console.log('insurer_id', insurer_id)
+//     console.log('insurer_id', insurer_id)
 
-    if(client_id && insurer_id){
+//     if(client_id && insurer_id){
-        $.ajax({
+//         $.ajax({
-            url: '<?= base_url("/util/getCDAccNoByClientAndInsurer/") ?>' + client_id + '/' + insurer_id,
+//             url: '<?= base_url("/util/getCDAccNoByClientAndInsurer/") ?>' + client_id + '/' + insurer_id,
-            type: "GET",
+//             type: "GET",
-            dataType: 'json',
+//             dataType: 'json',
-            success: function(res) {
+//             success: function(res) {
 
-                console.log('cd_res', res);
+//                 console.log('cd_res', res);
-                if(res.status == true){
+//                 if(res.status == true){
-                    // appendCDAccountNumber(res.data[0].cd_ac_no)
+//                     // appendCDAccountNumber(res.data[0].cd_ac_no)
-                    if(res.data[0].cd_ac_no){
+//                     if(res.data[0].cd_ac_no){
-                        $('#cd_ac_no').val(res.data[0].cd_ac_no)
+//                         $('#cd_ac_no').val(res.data[0].cd_ac_no)
-                    }
+//                     }
-                }else{
+//                 }else{
-                    toastr.warning('The insurer does not has a CD account number');
+//                     toastr.warning('The insurer does not has a CD account number');
-                }
+//                 }
 
-            },
+//             },
-            error: function(xhr, status, error) {
+//             error: function(xhr, status, error) {
-                console.error(xhr.responseText);
+//                 console.error(xhr.responseText);
-                console.error(status, error);
+//                 console.error(status, error);
-            }
+//             }
-        });
+//         });
-    } 
+//     } 
-}
+// }
 
-function appendCDAccountNumber(data)
+// function appendCDAccountNumber(data)
-{
+// {
-    console.log('appendCDAccountNumber', data);
+//     console.log('appendCDAccountNumber', data);
-    console.log('appendCDAccountNumber', $('#cd_ac_no'));
+//     console.log('appendCDAccountNumber', $('#cd_ac_no'));
     
-    $('#cd_ac_no').empty();
+//     $('#cd_ac_no').empty();
 
-    $('#cd_ac_no').append($('<option>', {
+//     $('#cd_ac_no').append($('<option>', {
-        value: '',
+//         value: '',
-        text: 'Select Policy',
+//         text: 'Select Policy',
-    }));
+//     }));
 
-    $('#cd_ac_no').append($('<option>', {
+//     $('#cd_ac_no').append($('<option>', {
-        value: 'add_cd',
+//         value: 'add_cd',
-        text: '+ Add CD'
+//         text: '+ Add CD'
-    }));
+//     }));
 
-    $.each(data, function(index, item) {
+//     $.each(data, function(index, item) {
-        var option = $('<option>', {
+//         var option = $('<option>', {
-            value: item.cd_ac_no,
+//             value: item.cd_ac_no,
-            text: item.cd_ac_no,
+//             text: item.cd_ac_no,
-        });
+//         });
-        $('#cd_ac_no').append(option);
+//         $('#cd_ac_no').append(option);
-    });
+//     });
-}
+// }
 
-function addCDAccountNumber(input)
+// function addCDAccountNumber(input)
-{
+// {
-    var val = $(input).val();
+//     var val = $(input).val();
-    var client_id = $('#client_id').val();
+//     var client_id = $('#client_id').val();
-    var insurer_id = $('#insurer_id').val();
+//     var insurer_id = $('#insurer_id').val();
 
-    console.log('addCDAccountNumber', 'addCDAccountNumber');
+//     console.log('addCDAccountNumber', 'addCDAccountNumber');
-    console.log('client_id', client_id);
+//     console.log('client_id', client_id);
-    console.log('insurer_id', insurer_id);
+//     console.log('insurer_id', insurer_id);
 
-    if(client_id == '' || insurer_id == ''){
+//     if(client_id == '' || insurer_id == ''){
-        toastr.warning('Client, Insurer, or both do not exist.');
+//         toastr.warning('Client, Insurer, or both do not exist.');
-        $(input).val('')
+//         $(input).val('')
-        return false;
+//         return false;
-    }
+//     }
 
-    if(val == 'add_cd')
+//     if(val == 'add_cd')
-    {
+//     {
-        var myModal = new bootstrap.Modal(document.getElementById('cd_form_modal'));
+//         var myModal = new bootstrap.Modal(document.getElementById('cd_form_modal'));
-        myModal.show();
+//         myModal.show();
-        $(input).val('')
+//         $(input).val('')
-    }
+//     }
-}
+// }
 
 function getPolicyDetailsByPolicyId(input)
 {  
@@ -705,12 +850,12 @@ function addHTMLInput(data = null)
     newRow.className = 'form-row dynamic-form-row';
     newRow.innerHTML = `
         <div class="form-group col-md-5">
-            <label for="file_name">Document Name<span class="text-danger"></span></label>
+            <label for="file_name">Document Name<span class="text-danger">*</span></label>
-            <input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name">
+            <input type="text" class="form-control" id="docs_name" name="doc_name[]" placeholder="Enter file name" required>
         </div>
         <div class="form-group col-md-5">
-            <label for="file">Upload File<span class="text-danger"></span></label>
+            <label for="file">Upload File<span class="text-danger">*</span></label>
-            <input type="file" class="form-control" id="file_name" name="file[]">
+            <input type="file" class="form-control" id="file_name" name="file[]" required>
         </div>
         <div class="form-group col-md-2" style="position: relative;top: 28px;">
             <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
@@ -815,10 +960,19 @@ function appendFileTableBody(data)
         row.append($('<td>').text(item.doc_name));
         row.append($('<td>').text(item.file_name));
 
+        var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+          "?client_id=" + item.client_id + 
+          "&file_type=policy" + 
+          "&file_name=" + item.file_name + 
+          "&client_policy_id=" + item.client_policy_id;
+
         var link = $('<a>')
-            .attr('href', item.url)
+            .attr('href', url)
             .attr('target', '_blank') // Open in a new tab
-            .text(item.url); // Text for the link
+            .attr('style', 'font-size:18px;')
+            .attr('data-id', item.id)
+            .addClass('fa fa-download')
+
 
         // Append the <a> tag inside the <td>
         row.append($('<td>').append(link));
@@ -1051,61 +1205,6 @@ $('#invoice_status_modal').change(function(){
     }
 })
 
-$("#CDMasterForm").submit(function(event) {
-
-    event.preventDefault(); 
-
-    var isValid = $('#CDMasterForm').parsley().validate();    
-    if (!isValid) { 
-        console.log('Form is Empty', 'Warning');
-        return ; 
-    }
-
-    form_action = '<?= base_url("util/createCDAccountNumberUsingAjax"); ?>';
-
-    $('.loader').fadeIn();
-    $('.loader-mask').fadeIn();
-
-    var client_id = $('#client_id').val();
-    var insurer_id = $('#insurer_id').val();
-
-    // console.log('client_id', client_id);
-    // console.log('insurer_id', insurer_id);
-
-    var formData = new FormData($('#CDMasterForm')[0]);
-    formData.append('client_id', client_id);
-    formData.append('insurer_id', insurer_id);
-
-    $.ajax({
-        data:formData,
-        url: form_action,
-        type: "POST",
-        dataType: 'json',
-        processData: false,
-        contentType: false,
-        success: function(res) {
-
-            $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
-
-            if(res.status == true){
-                appendCDAccountNumber(res.data)
-                toastr.success(res.message, 'Success');
-            }else{
-                toastr.error(res.message, 'Error');
-            }
-
-            $('.close').click();
-        },
-        error: function (xhr, status, error) {
-            console.error(xhr.responseText);
-            console.error(status, error);
-            $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
-        }
-    });
-});
-
 $("#invoiceForm").submit(function(event) {
 
     event.preventDefault(); 
@@ -1255,6 +1354,8 @@ $('#issue_type').change(function(){
     }
 });
 
+//--------------------------------------------------------------------------------------------------------
+
 function formatDateforpolicy(dateStr) 
 {
 
@@ -1278,3 +1379,169 @@ function onlyNumbers(event)
 }
 
 </script>
+
+
+<script>
+
+$(document).ready(function() {
+    getURLParams()
+    $('#client_id_for_search').select2();
+    $('#insurer_id_for_search').select2();
+    $('#policy_type_for_search').select2();
+})
+
+function fetchEmpolyeeList(event) 
+{
+    event.preventDefault(); // Prevent default action
+
+    var start_date = $('#startDate').val();
+    var end_date = $('#endDate').val();
+    var client_id = $('#client_id_for_search').val();
+    var insurer_id = $('#insurer_id_for_search').val();
+    var policy_type_id = $('#policy_type_for_search').val();
+    var date_type = $('#date_type').val();
+    var issuer = $('#issuer_for_search').val();
+    var status = $('#policy_status_for_search').val();
+
+    console.log(start_date + '-' + end_date);
+
+    var queryParams = {
+        start_date: start_date,
+        end_date: end_date,
+        client_id: client_id,
+        insurer_id: insurer_id,
+        policy_type_id: policy_type_id,
+        date_type: date_type,
+        issuer: issuer,
+        status: status,
+    };
+
+    console.log(queryParams)
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+function objectToQueryString(obj) 
+{
+    return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
+}
+
+function getURLParams() 
+{
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    const startDate = params.get('start_date') || 0; // Default to 0 if not found
+    const endDate = params.get('end_date') || 0; // Default to 0 if not found
+    const client_id = params.get('client_id') || 0; // Default to 0 if not found
+    const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
+    const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
+    const date_type = params.get('date_type') || 0; // Default to 0 if not found
+    const issuer = params.get('issuer') || 0; // Default to 0 if not found
+    const status = params.get('status') || 0; // Default to 0 if not found
+
+    hideDateField(date_type)
+
+    console.log('startDate', startDate)
+    console.log('endDate', endDate)
+    console.log('client_id', client_id)
+    console.log('insurer_id', insurer_id)
+    console.log('policy_type_id', policy_type_id)   
+    console.log('date_type', date_type)
+    console.log('issuer', issuer)
+    console.log('status', status)
+
+    // Log the values or use them as needed
+    console.log('Start Date:', startDate);
+    console.log('End Date:', endDate);
+
+    if (startDate != 0 && endDate != 0) {
+        setTimeout(function(){
+            $('#start_date').val(startDate)
+            $('#end_date').val(endDate)
+            $('#client_id_for_search').val(client_id).change()
+            $('#insurer_id_for_search').val(insurer_id).change()
+            $('#policy_type_for_search').val(policy_type_id).change()
+            $('#date_type').val(date_type)
+            $('#issuer_for_search').val(issuer)
+            $('#policy_status_for_search').val(status)
+        },1000)
+
+    }
+
+}
+
+$(function() {
+
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    // Get start and end dates from URL parameters, or use default values
+    const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
+    const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+    // Parse the dates to moment objects
+    var start = moment(startDateParam, 'DD-MM-YYYY');
+    var end = moment(endDateParam, 'DD-MM-YYYY');
+
+    // var start = moment().subtract(29, 'days');
+    // var end = moment();
+
+    function cb(start, end) {
+        $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+        $('#startDate').val(start.format('DD-MM-YYYY'));
+        $('#endDate').val(end.format('DD-MM-YYYY'));
+    }
+
+    $('#reportrange').daterangepicker({
+        startDate: start,
+        endDate: end,
+        ranges: {
+        'Today': [moment(), moment()],
+        'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+        'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+        'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+        'This Month': [moment().startOf('month'), moment().endOf('month')],
+        'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    }, cb);
+
+    cb(start, end);
+
+    $('#clear-filters').on('click', function() {
+        // Reset all select dropdowns to the first option
+        $('#client_id_for_search').val('0').change();
+        $('#insurer_id_for_search').val('0').change();
+        $('#policy_type_for_search').val('0').change();
+        $('#date_type').val('0');
+        $('#issuer_for_search').val('0');
+        $('#policy_status_for_search').val('0');
+        $('#date_div').hide()
+
+        // Reset the date range picker to default
+        $('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
+        $('#reportrange').data('daterangepicker').setEndDate(moment());
+        cb(start, end); // Update the displayed date range
+    });
+
+});
+
+function hideDateField(input = null)
+{   
+    let val = $('#date_type').val();
+
+    if(input){
+        val = input;
+    }
+
+    if(val != 0){
+        $('#date_div').show()
+    }else{
+        $('#date_div').hide()
+    }
+}
+
+</script>

app/Views/report_bds.php

@@ -16,6 +16,10 @@ table.dataTable tbody td {
 .dataTables_filter {
     position: absolute;
 }
+
+.right-align-input {
+    text-align: right;
+}
 </style>
 
 <div class="col-12" id="second_page">
@@ -68,13 +72,14 @@ table.dataTable tbody td {
                             <th>Total IRDA Revenue INR</th>
                             <th>GST on Revenue</th>
                             <th>Total Amount Receivable</th>
-                            <th>Rewards %</th>
                             <th>Rewards</th>
                             <th>Total Brokerage</th>
                             <th>Payment Ref</th>
                             <th>Invoice Number</th>
                             <th>Invoice Date</th>
                             <th>Invoice Amount</th>
+                            <th>Realization Amount</th>
+                            <th>Outstanding Amount</th>
                             <th>Payment Status</th>
                             <th>UTR</th>
                             <th>Payment Date</th>
@@ -111,26 +116,37 @@ table.dataTable tbody td {
                             <td><?php echo $row['policy_type']; ?></td>
                             <td><?php echo $row['bap']; ?></td>
                             <td><?php echo $row['vehicle_no'] ?? 'N.A'; ?></td>
-                            <td><?php echo $row['bp_amt']; ?></td>
+                            <td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
-                            <td><?php echo $row['tp_or_ter']; ?></td>
+                            <td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
-                            <td><?php echo $row['premium_wo_gst']; ?></td>
+                            <td class="right-align-input"><?php echo $row['premium_wo_gst']; ?></td>
-                            <td><?php echo $row['gst_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['gst_amount']; ?></td>
-                            <td><?php echo $row['total_premium']; ?></td>
+                            <td class="right-align-input"><?php echo $row['total_premium']; ?></td>
-                            <td><?php echo $row['agreed_bp_per']; ?></td>
+                            <td class="right-align-input"><?php echo $row['agreed_bp_per']; ?>&nbsp;%</td>
-                            <td><?php echo $row['agreed_tp_or_ter_per']; ?></td>
+                            <td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?>&nbsp;%</td>
-                            <td><?php echo $row['total_irda']; ?></td>
+                            <td class="right-align-input"><?php echo $row['total_irda']; ?></td>
-                            <td><?php echo $row['gst_on_revenue']; ?></td>
+                            <td class="right-align-input"><?php echo $row['gst_on_revenue']; ?></td>
-                            <td><?php echo $row['total_amt_received']; ?></td>
+                            <td class="right-align-input"><?php echo $row['total_amt_received']; ?></td>
-                            <td></td>
+                            <td class="right-align-input"><?php echo $row['reward']; ?></td>
-                            <td></td>
-                            <td></td>
-                            <td></td>
-                            <td></td>
-                            <td></td>
-                            <td></td>
-                            <td></td>
                             <td></td>
                             <td></td>
+                            <td><?php echo $row['invoice_no']; ?></td>
+                            <td><?php echo $row['invoice_date']; ?></td>
+                            <td class="right-align-input"><?php echo $row['invoice_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['realization_amount']; ?></td>
+                            <td class="right-align-input"><?php echo $row['outstanding_amount']; ?></td>
+                            <td>
+                                <?php 
+                                    if($row['outstanding_amount'] == '0.00'){
+                                        echo 'Payment Received';
+                                    }else if($row['outstanding_amount'] == NULL){
+                                        echo '';
+                                    }else{
+                                        echo 'Partially Received';
+                                    } 
+                                ?>
+                            </td>
+                            <td><?php echo $row['utr_numbers']; ?></td>
+                            <td><?php echo $row['payment_dates']; ?></td>
                         </tr>
                         <?php } ?>
                         <?php } ?>
@@ -143,6 +159,7 @@ table.dataTable tbody td {
         </div><!-- end col -->
     </div>
 </div>
+
 <script>
 // Datatable document ready
 $(document).ready(function() {
@@ -164,7 +181,31 @@ $(document).ready(function() {
                     extend: 'excel',
                     text: 'Excel',
                     title: 'Policy-Tranction-BDS-List',
+                    customize: function(xlsx) {
+                        var sheet = xlsx.xl.worksheets['sheet1.xml'];
+                        var total = 0;
+
+                        // Find cells in column AB (28th column in Excel)
+                        $('row c[r^="AB"]', sheet).each(function() {
+                            var value = parseFloat($('v', this).text()); // Get the value inside the cell
+                            if (!isNaN(value)) {
+                                total += value;
+                            }
+                        });
+
+                        // Get the last row index and append the total row
+                        var lastRow = $('row:last', sheet);
+                        var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
+                        var totalRow = '<row r="' + rowIndex + '">' +
+                            '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
+                            '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
+                            '</row>';
+
+                        // Append the new total row to the sheet
+                        $(sheet).find('sheetData').append(totalRow);
+                    }
                 }
+
             ],
             language: {
                 search: "_INPUT_",

app/Views/report_bds_filter.php

@@ -100,14 +100,19 @@
                                     <input type="hidden" id="endDate">
                                 </div>
 
+                                <div class="form-group col-md-3 text-right m-b-0" style="margin-top: 29px;">
+                                    <a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
+                                    <a href="<?= base_url("/policy_tranction/report/list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                                </div>
+
                             </div>
 
-                            <div class="form-group text-right m-b-0">
+                            <!-- <div class="form-group text-right m-b-0">
                                 <button type="button" class="btn btn-secondary" id="clear-filters">Clear</button>
                                 <a href="<?= base_url("/policy_tranction/report/list"); ?>"
                                             class="btn btn-primary waves-effect waves-light" id="get-emp-list"
                                             onclick="fetchEmpolyeeList(event);">Submit</a>                            
-                            </div>
+                            </div> -->
                         </div>
                     </div>
                 </div>
@@ -126,7 +131,6 @@
 <script>
 
 $(document).ready(function() {
-
     getURLParams()
     $('#client_id').select2();
     $('#insurer_id').select2();

app/Views/variance_report_list.php

@@ -0,0 +1,422 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+.col-12 {
+
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+</style>
+
+<div class="row" id="varience_filter">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
+                        aria-expanded="true">
+                        <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
+                    </a>
+                </h5>
+                <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_id" name="client_id" >
+                                        <option value="0">Select Client</option>
+                                        <?php
+                                            if (isset($clients) && count($clients)) {
+                                                foreach ($clients as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer <span id="base_danger" class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id" name="insurer_id"  >
+                                        <option value="0" selected>Select Insurer</option>
+                                        <?php if(isset($insurer) && count($insurer)){ ?>
+                                            <?php foreach ($insurer as $value) { ?>
+                                                <option value="<?= $value['id']?>"><?= $value['name']?></option>
+                                            <?php } ?>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Policy Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_type_id" name="policy_type_id" >
+                                        <option value="0">Select Policy Type</option>
+                                        <?php
+                                            if (isset($policy_types) && count($policy_types)) {
+                                                foreach ($policy_types as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Issuer<span class="text-danger">*</span></label>
+                                    <select class="form-control" id="issuer" name="issuer" required>
+                                        <option value="0">Select Issure</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                            </div>
+
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label>Date Type<span class="text-danger"></span></label>
+                                    <select class="form-control" id="date_type" name="date_type" onchange="hideDateField()">
+                                        <option value="0">Select Date Type</option>
+                                        <?php
+                                            if (isset($date_type) && count($date_type)) {
+                                                foreach ($date_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                    <label>Date<span class="text-danger"></span></label>
+                                    <div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
+                                        <i class="fa fa-calendar"></i>&nbsp;
+                                        <span></span> <i class="fa fa-caret-down"></i>
+                                    </div>
+                                    <input type="hidden" id="startDate">
+                                    <input type="hidden" id="endDate">
+                                </div>
+
+                            </div>
+
+                            <div class="form-group text-right m-b-0">
+                                <a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>" class="btn btn-secondary" id="clear-filters">Clear</a>
+                                <a href="<?= base_url("/policy_tranction/report/report-varience-list"); ?>" class="btn btn-primary" id="get-emp-list" onclick="fetchEmpolyeeList(event);">Submit</a>                            
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
+<div class="col-12" id="varience_list">
+    <div class="card">
+        <div class="card-body">
+            <div class="row" style="padding-bottom: 10px;">
+                <div class="col-6" style="align-self: center;">
+                    <h4 style="position: relative;">Varience Report</h4>
+                </div>
+
+            </div>
+            <div class="table-responsive" style="overflow-x: auto;">
+                <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                    <thead class="bg-light">
+                        <tr>
+                            <th>S.No</th>
+                            <th>Client Name</th>
+                            <th>Insurer</th>
+                            <th>Policy</th>
+                            <th>Policy No</th>
+                            <th>Endorsement No</th>
+                            <th>Expected Amount</th>
+                            <th>Varience</th>
+                            <th>Action</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <?php if (isset($varience_list)) { ?>
+                            <?php foreach($varience_list as $index => $row){ ?>
+                                <tr>
+                                    <td><?= $index + 1 ?></td>
+                                    <td><?php echo $row['client_name']; ?></td>
+                                    <td><?php echo $row['insurer_name']; ?></td>
+                                    <td><?php echo $row['policy_type']; ?></td>
+                                    <td><?php echo $row['policy_no']; ?></td>
+                                    <td><?php echo $row['endorsement_no']; ?></td>
+                                    <td><?php echo $row['exp_amt']; ?></td>
+                                    <td><?php echo $row['variance']; ?></td>
+                                    <td>
+                                        <div class="btn-group dropdown">
+                                            <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                            <div class="dropdown-menu dropdown-menu-right">
+                                                <a href="<?= base_url("/policy_tranction/inception/list"); ?>" id="get-policy-list" class="dropdown-item btnEdit" onclick="sendPolicyTransactionID(event, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
+                                                    <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
+                                                </a>                            
+                                            </div>
+                                        </div>
+                                    </td>
+                                </tr>
+                            <?php } ?>
+                        <?php } ?>
+                    </tbody>
+                </table>
+
+                <div>
+                </div>
+            </div>
+        </div><!-- end col -->
+    </div>
+</div>
+
+<script>
+
+// Datatable document ready
+$(document).ready(function() {
+
+    var ticketsTable = $('#scroll-horizontal-datatable');
+
+    if (ticketsTable.length) {
+        ticketsTable.DataTable({
+            dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
+                "<'row'<'col-sm-12'tr>>" +
+                "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
+            buttons: [
+                {
+                    extend: 'csv',
+                    text: 'CSV',
+                    title: 'Policy-Tranction-BDS-List',
+                },
+                {
+                    extend: 'excel',
+                    text: 'Excel',
+                    title: 'Policy-Tranction-BDS-List',
+                    customize: function(xlsx) {
+                        var sheet = xlsx.xl.worksheets['sheet1.xml'];
+                        var total = 0;
+
+                        // Find cells in column AB (28th column in Excel)
+                        $('row c[r^="AB"]', sheet).each(function() {
+                            var value = parseFloat($('v', this).text()); // Get the value inside the cell
+                            if (!isNaN(value)) {
+                                total += value;
+                            }
+                        });
+
+                        // Get the last row index and append the total row
+                        var lastRow = $('row:last', sheet);
+                        var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
+                        var totalRow = '<row r="' + rowIndex + '">' +
+                            '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
+                            '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
+                            '</row>';
+
+                        // Append the new total row to the sheet
+                        $(sheet).find('sheetData').append(totalRow);
+                    }
+                }
+
+            ],
+            language: {
+                search: "_INPUT_",
+                searchPlaceholder: "Search..."
+            },
+            paging: true, // Enable pagination
+            pageLength: 25 // Set default number of rows per page (optional)
+        });
+    } else {
+        console.error("Table not found.");
+    }
+});
+
+$(document).ready(function() {
+    getURLParams()
+    $('#client_id').select2();
+    $('#insurer_id').select2();
+    $('#policy_type_id').select2();
+})
+
+function fetchEmpolyeeList(event) 
+{
+    event.preventDefault(); // Prevent default action
+
+    var start_date = $('#startDate').val();
+    var end_date = $('#endDate').val();
+    var client_id = $('#client_id').val();
+    var insurer_id = $('#insurer_id').val();
+    var policy_type_id = $('#policy_type_id').val();
+    var date_type = $('#date_type').val();
+    var issuer = $('#issuer').val();
+
+    console.log(start_date + '-' + end_date);
+
+    var queryParams = {
+        start_date: start_date,
+        end_date: end_date,
+        client_id: client_id,
+        insurer_id: insurer_id,
+        policy_type_id: policy_type_id,
+        date_type: date_type,
+        issuer: issuer,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+function objectToQueryString(obj) 
+{
+    return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
+}
+
+function getURLParams() 
+{
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    const startDate = params.get('start_date') || 0; // Default to 0 if not found
+    const endDate = params.get('end_date') || 0; // Default to 0 if not found
+    const client_id = params.get('client_id') || 0; // Default to 0 if not found
+    const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
+    const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
+    const date_type = params.get('date_type') || 0; // Default to 0 if not found
+    const issuer = params.get('issuer') || 0; // Default to 0 if not found
+
+    hideDateField(date_type)
+
+    console.log('startDate', startDate)
+    console.log('endDate', endDate)
+    console.log('client_id', client_id)
+    console.log('insurer_id', insurer_id)
+    console.log('policy_type_id', policy_type_id)   
+    console.log('date_type', date_type)
+    console.log('issuer', issuer)
+
+    // Log the values or use them as needed
+    console.log('Start Date:', startDate);
+    console.log('End Date:', endDate);
+
+    if (startDate != 0 && endDate != 0) {
+        setTimeout(function(){
+            $('#start_date').val(startDate)
+            $('#end_date').val(endDate)
+            $('#client_id').val(client_id).change()
+            $('#insurer_id').val(insurer_id).change()
+            $('#policy_type_id').val(policy_type_id).change()
+            $('#date_type').val(date_type)
+            $('#issuer').val(issuer)
+        },1000)
+
+    }
+
+}
+
+$(function() {
+
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    // Get start and end dates from URL parameters, or use default values
+    const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
+    const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+    // Parse the dates to moment objects
+    var start = moment(startDateParam, 'DD-MM-YYYY');
+    var end = moment(endDateParam, 'DD-MM-YYYY');
+
+    // var start = moment().subtract(29, 'days');
+    // var end = moment();
+
+    function cb(start, end) {
+        $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+        $('#startDate').val(start.format('DD-MM-YYYY'));
+        $('#endDate').val(end.format('DD-MM-YYYY'));
+    }
+
+    $('#reportrange').daterangepicker({
+        startDate: start,
+        endDate: end,
+        ranges: {
+        'Today': [moment(), moment()],
+        'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+        'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+        'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+        'This Month': [moment().startOf('month'), moment().endOf('month')],
+        'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+        }
+    }, cb);
+
+    cb(start, end);
+
+    $('#clear-filters').on('click', function() {
+        // Reset all select dropdowns to the first option
+        $('#client_id').val('0').change();
+        $('#insurer_id').val('0').change();
+        $('#policy_type_id').val('0').change();
+        $('#date_type').val('0');
+        $('#issuer').val('0');
+        $('#date_div').hide()
+
+        // Reset the date range picker to default
+        $('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
+        $('#reportrange').data('daterangepicker').setEndDate(moment());
+        cb(start, end); // Update the displayed date range
+    });
+
+});
+
+function hideDateField(input = null)
+{   
+    let val = $('#date_type').val();
+
+    if(input){
+        val = input;
+    }
+
+    if(val != 0){
+        $('#date_div').show()
+    }else{
+        $('#date_div').hide()
+    }
+}
+
+
+function sendPolicyTransactionID(event, pt_id) 
+{
+    event.preventDefault(); // Prevent default action
+
+    console.log(pt_id);
+
+    var queryParams = {
+        pt_id: pt_id,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+</script>