MERGE_CODE_MERGE : RV

app/Config/Routes.php

@@ -365,6 +365,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
         $routes->get("deletePaymentEntry/(:any)", "PolicyTransactionController::deletePaymentEntry/$1");
         $routes->get("downloadSampleInsurerStatement", "PolicyTransactionController::downloadSampleInsurerStatement");
         $routes->get("getFileErr/(:any)", "PolicyTransactionController::getFileErr/$1");
+        $routes->get("getInsurerStatementMonth", "PolicyTransactionController::getInsurerStatementMonth");
+        $routes->get("deleteStatement/(:any)", "PolicyTransactionController::deleteStatement/$1");
     });
 
 });
@@ -378,6 +380,7 @@ $routes->group("leads", ["filter" => "authMVC"], function ($routes) {
         $routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
         $routes->get("featchLeadDataAndInsertClient/(:any)", "LeadsController::featchLeadDataAndInsertClient/$1");
         $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");
+        
 });
 
 $routes->group("rfq", ["filter" => "authMVC"], function ($routes) {

app/Controllers/EmployeeServiceController.php

@@ -1328,7 +1328,7 @@ class EmployeeServiceController extends AdminController
             // }
             // dd($row[4]);
             //for emp table
-            $this->empEndorsementModel->save(['pk' => (int)$data['emp_id'],'emp_code' => $data['emp_code'],'table_name' => 'employees','actions' => 'd','name' => $data['name'],'field_name' => 'emp_status','old_value' => $data['emp_status'],'new_value' => 'deactivate','created_by' => $file['created_by'],'remarks' => 'general deletion','group_key' => $group_key,'file_id' => $file['id'],'status' => 'pending']);
+           // $this->empEndorsementModel->save(['pk' => (int)$data['emp_id'],'emp_code' => $data['emp_code'],'table_name' => 'employees','actions' => 'd','name' => $data['name'],'field_name' => 'emp_status','old_value' => $data['emp_status'],'new_value' => 'deactivate','created_by' => $file['created_by'],'remarks' => 'general deletion','group_key' => $group_key,'file_id' => $file['id'],'status' => 'pending']);
             // dd( $this->empEndorsementModel->getLastQuery());
             // $this->empEndorsementModel->save(['pk' => (int)$data['emp_id'],'emp_code' => $data['emp_code'],'table_name' => 'employees','actions' => 'd','name' => $data['name'],'field_name' => 'change_event','old_value' => $data['change_event'],'new_value' => 'deletion','created_by' => $file['created_by'],'remarks' => 'general deletion']);
 

app/Controllers/JobWorker.php

@@ -126,6 +126,10 @@ class JobWorker extends AdminController
     'employeesEnrollmentInsert' => [
         'type' => 'CC', // Handler Category
         'handler' => 'App\Controllers\EmployeeServiceController',
+    ],
+    'calculateMembersDemography' => [
+        'type' => 'CC', // Handler Category
+        'handler' => 'App\Controllers\LeadsController',
     ]
 ];
 

app/Controllers/LeadsController.php

@@ -4,10 +4,14 @@ namespace App\Controllers;
 
 use CodeIgniter\API\ResponseTrait;
 
+
+use Exception;
+
 use PhpOffice\PhpSpreadsheet\Spreadsheet;
 use PhpOffice\PhpSpreadsheet\Style\Border;
 use PhpOffice\PhpSpreadsheet\Style\Alignment;
 use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
+use PhpOffice\PhpSpreadsheet\Style\Fill;
 
 use App\Models\UserModel;
 use App\Models\ClientModel;
@@ -24,6 +28,8 @@ use App\Models\RFQModel;
 use App\Models\InsurerModel;
 
 use App\Helpers\MailHelper;
+use App\Helpers\ExcelMergeHelper;
+use Google\Service\CloudSearch\PushItem;
 use Kint;
 
 
@@ -92,7 +98,9 @@ class LeadsController extends BaseController
     {
 
         // $d = $this->constructExcelToSaveTemp(24, 1, $propsal_and_insurer = null);
-        // $d = $this->calculateMembersDemography(['lead_id' => 34]);
+        $job_details  = new Jobs();
+        // $r = Jobs::addJob(['job_name' => 'calculateMembersDemography', 'payload' => ['lead_id' => 24]]);
+        // $d = $this->calculateMembersDemography(['lead_id' => 24]);
         //$this->mergeQuoteExcelFileWithMembersListExcelFile(24, 1, $propsal_and_insurer = null);
         // dd($d);
         $data['page_name'] = 'Leads';
@@ -148,20 +156,20 @@ class LeadsController extends BaseController
     {
         $data = $this->request->getPost();
 
-        if($data['lead_type'] == 2){
+        if ($data['lead_type'] == 2) {
             $client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
             $data['client_name'] = $client_data['client_name'];
             $data['client_short_name'] = $client_data['short_name'];
             $data['entity_type_id'] = $client_data['entity_type_id'];
             $data['client_type'] = $client_data['client_type'];
-        }else{
+        } else {
             $data['client_id'] = 0;
             $data['client_branch_id'] = 0;
             $data['source_policy_id'] = 0;
         }
 
         $data['client_code'] = generate_client_code();
-        if($data['client_code'] == 2){
+        if ($data['client_code'] == 2) {
             $data['client_code'] = generate_client_code('IC');
         }
 
@@ -216,15 +224,15 @@ class LeadsController extends BaseController
                 $proposed_tpa_id = 0;
             }
 
-            if(!empty($data['policy_start_date'][$index])){
+            if (!empty($data['policy_start_date'][$index])) {
                 $policy_start_date =  change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
-            }else{
+            } else {
                 $policy_start_date = null;
             }
 
-            if(!empty($data['policy_end_date'][$index])){
+            if (!empty($data['policy_end_date'][$index])) {
                 $policy_end_date =  change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
-            }else{
+            } else {
                 $policy_end_date = null;
             }
 
@@ -311,26 +319,26 @@ class LeadsController extends BaseController
     private function insertNewLead($data)
     {
         $insertCount = [];
-        foreach($data as $value){
+        foreach ($data as $value) {
             $insert = $this->leadsModel->insert($value);
             $insertCount[] = $insert;
             $this->insertLeadStatus($insert, $value['status'], 3);
         }
 
         if (count($insertCount) > 0) {
-            return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
+            return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' => $data], 200);
         }
 
-        return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
+        return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' => $data], 200);
     }
 
     private function updateOldLead($id, $data)
     {
         if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
             $this->insertLeadStatus($id, $data[0]['status'], 3);
-            return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
+            return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' => $data], 200);
         }
-        return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
+        return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
     }
 
     // Get the Single Lead data for edit
@@ -338,28 +346,27 @@ class LeadsController extends BaseController
     {
 
         $data = $this->leadsModel
-                ->where('leads.id', $id)
+            ->where('leads.id', $id)
-                ->where('leads.is_active', 1)
+            ->where('leads.is_active', 1)
-                ->first();
+            ->first();
 
-        if(!empty($data['policy_start_date'])){
+        if (!empty($data['policy_start_date'])) {
             $data['policy_start_date'] =  change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
-        }else{
+        } else {
             $data['policy_start_date'] = null;
         }
 
-        if(!empty($data['policy_end_date'])){
+        if (!empty($data['policy_end_date'])) {
             $data['policy_end_date'] =  change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
-        }else{
+        } else {
             $data['policy_end_date'] = null;
         }
 
-        if($data){
+        if ($data) {
             return $this->respond(['status' => true, 'data' => $data], 200);
-        }else{
+        } else {
             return $this->respond(['status' => false], 200);
         }
-
     }
 
     private function insertLeadStatus($primaryKey, $status, $statusType)
@@ -377,7 +384,8 @@ class LeadsController extends BaseController
     //--------RFQ-----------------------------------------------------------------------------------------------
 
 
-    public function viewRFQ($id, $type = 1){
+    public function viewRFQ($id, $type = 1)
+    {
 
         $data['rfq_data'] = $this->RFQModel
                 ->where('lead_id', $id)
@@ -392,10 +400,10 @@ class LeadsController extends BaseController
                 ->countAllResults();
 
         $data['qcr_count'] = $this->RFQModel
-                ->where('lead_id', $id)
+            ->where('lead_id', $id)
-                ->where('type', 2)
+            ->where('type', 2)
-                ->where('is_active', 1)
+            ->where('is_active', 1)
-                ->countAllResults();
+            ->countAllResults();
 
         // dd(count($data['rfq_data']));
 
@@ -409,7 +417,7 @@ class LeadsController extends BaseController
 
         // dd($lead_data);
 
-        if($lead_data['lead_type'] == 2){
+        if ($lead_data['lead_type'] == 2) {
             $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
             $data['policy_terms'] = $client_policy_data['policy_terms'];
         }
@@ -441,14 +449,14 @@ class LeadsController extends BaseController
         $result = $this->RFQModel->insert($data);
 
         if ($result) {
-            return $this->respond(['status' => true, 'id' => $result, 'message' => 'RFQ created successfully', 'data' =>$data], 200);
+            return $this->respond(['status' => true, 'id' => $result, 'message' => 'RFQ created successfully', 'data' => $data], 200);
         }
 
-        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create RFQ", 'data' =>$data], 200);
+        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create RFQ", 'data' => $data], 200);
-
     }
 
-    public function createQCR(){
+    public function createQCR()
+    {
 
         $data = $this->request->getPost();
         $lead_id = $data['lead_id'];
@@ -464,10 +472,10 @@ class LeadsController extends BaseController
         $result = $this->RFQModel->insert($data);
 
         if ($result) {
-            return $this->respond(['status' => true, 'id' => $result, 'message' => 'QCR created successfully', 'data' =>$data], 200);
+            return $this->respond(['status' => true, 'id' => $result, 'message' => 'QCR created successfully', 'data' => $data], 200);
         }
 
-        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create QCR", 'data' =>$data], 200);
+        return $this->respond(['status' => false, 'id' => $result, 'message' => "Failed to create QCR", 'data' => $data], 200);
     }
 
 
@@ -475,8 +483,9 @@ class LeadsController extends BaseController
 
 
     //export main route function
-    public function exportQCRandRFQ($lead_id, $type, $export_type){
+    public function exportQCRandRFQ($lead_id, $type, $export_type)
-        $this-> exportExcelForQCRandRFQ($lead_id, $type);
+    {
+        $this->exportExcelForQCRandRFQ($lead_id, $type);
     }
 
     //FOR EXCEL
@@ -655,7 +664,7 @@ class LeadsController extends BaseController
         ]);
 
 
-        if($type == 2){
+        if ($type == 2) {
 
             $rowNumber += 2;
 
@@ -694,7 +703,6 @@ class LeadsController extends BaseController
                     ],
                 ],
             ]);
-
         }
 
         // Auto-size columns
@@ -722,9 +730,7 @@ class LeadsController extends BaseController
     {
         $rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
 
-        if($source_file_path && $rfq_data['file_name'])
+        if ($source_file_path && $rfq_data['file_name']) {
-        {
-            
         }
 
         return true;
@@ -734,46 +740,42 @@ class LeadsController extends BaseController
     {
         $lead_id = $params['lead_id'];
         $lead_data = $this->leadsModel->find($lead_id);
-        $file_name_with_path = WRITEPATH."/uploads/lead_files/".$lead_data['file_name'];
+        $file_name_with_path = WRITEPATH . "/uploads/lead_files/" . $lead_data['file_name'];
 
-        // print_rr($lead_data);
+        if ($lead_data['file_name']) {
-        if($lead_data['file_name'])
-        {
 
             //check physical file
-            if(!file_exists($file_name_with_path))
+            if (!file_exists($file_name_with_path)) {
-            {
                 //file not found  update status and reason 
-                 $message = "Lead Physcial file not found";
+                $message = "Lead Physcial file not found";
                 // echo $message;
-                $this->myLogger->logme('error',($message . ' for file  ' . $file_name_with_path));
+                $this->myLogger->logme('error', ($message . ' for file  ' . $file_name_with_path));
-                return ['status' => 'failed','message' => 'no physcial file'];
+                return ['status' => 'failed', 'message' => 'no physical file'];
             }
 
-             $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
+            $spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($file_name_with_path);
 
-             //get members data
+            //get members data
-             $members_sheet = $spreadsheet->getSheet(0);
+            $members_sheet = $spreadsheet->getSheet(0);
-             $highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
+            $highestRowAndColumn = $members_sheet->getHighestRowAndColumn();
-             // dd($highestRowAndColumn);
+            // dd($highestRowAndColumn);
-             $members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+            $members = $members_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
-             // dd($members);
+            //  dd($members[6]);
 
-             //get age band data
+            //get age band data
-             $age_band_sheet = $spreadsheet->getSheet(1);
+            $age_band_sheet = $spreadsheet->getSheet(1);
-             $highestRowAndColumn = $age_band_sheet->getHighestRowAndColumn();
+            $highestRowAndColumn = $age_band_sheet->getHighestRowAndColumn();
-             $age_band_data = $age_band_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
+            $age_band_data = $age_band_sheet->rangeToArray('A1:' . $highestRowAndColumn['column'] . $highestRowAndColumn['row']);
-             print_r($age_band_data);
 
-             //check age or dob column 
+
-             $members_heading = $members[0];
+            //check age or dob column 
-            //  Kint::dump($members_heading);
+            $members_heading = $members[0];
-             $available_col = null;
+            $available_col = null;
             $col_index = null;
 
-            if (in_array('age', array_map('strtolower',$members_heading))) {
+            if (in_array('age', array_map('strtolower', $members_heading))) {
                 $available_col = 'age';
-                $col_index = array_search('age',array_map('strtolower',$members_heading));
+                $col_index = array_search('age', array_map('strtolower', $members_heading));
             } elseif (in_array('dob', array_map('strtolower', $members_heading))) {
                 $available_col = 'dob';
                 $col_index = array_search('dob', array_map('strtolower', $members_heading));
@@ -781,19 +783,349 @@ class LeadsController extends BaseController
 
             if ($available_col == null) {
                 $message = 'No DOB or Age column ';
-                $this->myLogger->logme('error',($message . $file_name_with_path));
+                $this->myLogger->logme('error', ($message . $file_name_with_path));
-                return ['status' => 'failed','message' => $message];
+                return ['status' => 'failed', 'message' => $message];
+            }
+            try {
+                $classifiers = $this->getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index);
+            } catch (Exception $e) {
+                return ['status' => 'fail', 'message' => $e->getMessage()];
             }
 
-            //convert age slab data into array
+            try {
+                $result = $this->generateClassifierSpreadsheet($classifiers, 'writable/uploads/lead_files');
 
+                if ($result['success']) {
+                    $this->myLogger->logme('error', "Spreadsheet generated successfully!");
+                    echo "Location: " . $result['fullpath'] . "\n";
+                    echo "Filename: " . $result['filename'] . "\n";
+                    $filePaths = [
+                        ['file_path' => WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'], 'sheets' => [0, 1]],
+                        ['file_path' => 'writable/uploads/lead_files/' . $result['filename'], 'sheets'  => []],
+                    ];
+                    $outputPath = WRITEPATH . 'uploads/lead_files/Member_Data.xlsx';
+                    $result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
+                    if ($result) {
+                        return ['status' => 'success', 'message' => 'Member_Data Merged Suceesfully'];
+                    }
+                } else {
+                    echo "Error generating spreadsheet: " . $result['error'];
+                }
+            } catch (Exception $e) {
+                echo "Error: " . $e->getMessage();
+                return ['status' => 'fail', 'message' => $e->getMessage()];
+            }
+        } else {
+            $this->myLogger->logme('error', (' no file found ' . $file_name_with_path));
+            return ['status' => 'failed', 'message' => 'no file found'];
         }
-        else
+    }
-        {
+
-            $this->myLogger->logme('error',(' no file found ' . $file_name_with_path));
+    public function getDemographyData($members, $age_band_data, $members_heading, $available_col, $col_index)
-            return ['status' => 'failed','message' => 'no file found'];
+    {
+        $first_loop = 0;
+        $col_index_si = array_search('si enhancement', array_map('strtolower', $members_heading));
+        $col_index_relationship = array_search('relationship', array_map('strtolower', $members_heading));
+        $relations = [];
+        $si_amt = ['general'];  // Initialize with 'general' as per first loop condition
+
+        // First pass - collect unique relations and SI amounts
+        foreach ($members as $member) {
+            if ($first_loop == 0) {
+                $first_loop++;
+                continue;
+            }
+            if ($member == null) {
+                continue;
+            }
+
+            if (!in_array($member[$col_index_relationship], $relations) && $member[$col_index_relationship] != null) {
+                $relations[] = $member[$col_index_relationship];
+            }
+
+            if (!in_array($member[$col_index_si], $si_amt) && $member[$col_index_si] != null) {
+                $si_amt[] = $member[$col_index_si];
+            }
+        }
+        // Initialize classifier array
+        $classifiers = [];
+        foreach ($si_amt as $si) {
+            $classifiers[$si] = [];
+            // Initialize relation counts including Grand Total row
+            foreach ($relations as $relation) {
+                $classifiers[$si][$relation] = [];
+                foreach ($age_band_data as $age_bands) {
+                    foreach ($age_bands as $age_interval) {
+                        $classifiers[$si][$relation][$age_interval] = 0;
+                    }
+                }
+                // Add Grand Total column for each relation                echo('test passed 3.5');
+
+                $classifiers[$si][$relation]['Grand Total'] = 0;
+            }
+            // Initialize Grand Total row
+            $classifiers[$si]['Grand Total'] = [];
+            foreach ($age_band_data as $age_bands) {
+                foreach ($age_bands as $age_interval) {
+                    $classifiers[$si]['Grand Total'][$age_interval] = 0;
+                }
+            }
+            // Add grand total of grand totals
+            $classifiers[$si]['Grand Total']['Grand Total'] = 0;
+        }
+        // Process members and count them
+        foreach ($members as $member) {
+            if ($first_loop == 0) {
+                $first_loop++;
+                continue;
+            }
+            // Get age
+            $age = $this->getAge($available_col, $member, $col_index);
+
+
+            $relation = $member[$col_index_relationship];
+            $member_si = $member[$col_index_si];
+
+            // Find the correct age band (only once per member)
+            $found_band = false;
+            foreach ($age_band_data as $age_bands) {
+                if ($found_band) break;
+
+                foreach ($age_bands as $age_band) {
+                    //get Min and Max Age
+                    list($min_age, $max_age) = $this->getAgeRange($age_band);
+
+                    // If age fits in this band
+                    if ($age >= $min_age && $age <= $max_age) {
+                        // Update counts for general category
+                        if (isset($classifiers['general'][$relation][$age_band])) {
+                            // Increment count for specific relation and age band
+                            $classifiers['general'][$relation][$age_band]++;
+                            // Update row total (Grand Total column)
+                            $classifiers['general'][$relation]['Grand Total']++;
+                            // Update column total (Grand Total row)
+                            $classifiers['general']['Grand Total'][$age_band]++;
+                            // Update grand total of grand totals
+                            $classifiers['general']['Grand Total']['Grand Total']++;
+                        }
+
+                        // Update counts for specific SI category
+                        if (isset($classifiers[$member_si][$relation][$age_band])) {
+                            // Increment count for specific relation and age band
+                            $classifiers[$member_si][$relation][$age_band]++;
+                            // Update row total (Grand Total column)
+                            $classifiers[$member_si][$relation]['Grand Total']++;
+                            // Update column total (Grand Total row)
+                            $classifiers[$member_si]['Grand Total'][$age_band]++;
+                            // Update grand total of grand totals
+                            $classifiers[$member_si]['Grand Total']['Grand Total']++;
+                        }
+
+                        $found_band = true;
+                        break;
+                    }
+                }
+            }
+        }
+        return $classifiers;
+    }
+
+    public function generateClassifierSpreadsheet($classifiers, $outputDir = 'exports')
+    {
+
+        if (!file_exists($outputDir)) {
+            if (!mkdir($outputDir, 0755, true)) {
+                throw new Exception("Failed to create directory: $outputDir");
+            }
         }
 
+        // Check if directory is writable
+        if (!is_writable($outputDir)) {
+            throw new Exception("Directory is not writable: $outputDir");
+        }
+
+        // Generate unique filename
+        $timestamp = date('Y-m-d_His');
+        $filename = "member_classification_{$timestamp}.xlsx";
+        $filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
+
+        // Check if file already exists (shouldn't happen with timestamp, but just in case)
+        if (file_exists($filepath)) {
+            $counter = 1;
+            while (file_exists($outputDir . DIRECTORY_SEPARATOR . "member_classification_{$timestamp}_{$counter}.xlsx")) {
+                $counter++;
+            }
+            $filename = "member_classification_{$timestamp}_{$counter}.xlsx";
+            $filepath = $outputDir . DIRECTORY_SEPARATOR . $filename;
+        }
+
+
+        $spreadsheet = new Spreadsheet();
+        $sheet = $spreadsheet->getActiveSheet();
+
+        // Get all age bands
+        $age_bands = array_keys(reset($classifiers['general']));
+        array_pop($age_bands); // Remove 'Grand Total'
+        $age_bands[] = 'Grand Total'; // Add it back at the end
+
+        $currentRow = 5; // Start from row 5 to match the example
+
+        // Function to write section data
+        $writeSectionData = function ($data, $sheet, &$currentRow) use ($age_bands) {
+            // Set headers
+            $sheet->setCellValue('B' . $currentRow, 'Relationship');
+            $col = 'C';
+            foreach ($age_bands as $band) {
+                $sheet->setCellValue($col . $currentRow, $band);
+                $col++;
+            }
+
+            // Style headers
+            $lastCol = chr(ord('B') + count($age_bands));
+            $headerRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
+            $sheet->getStyle($headerRange)->applyFromArray([
+                'font' => ['bold' => true],
+                'borders' => [
+                    'allBorders' => [
+                        'borderStyle' => Border::BORDER_THIN,
+                        'color' => ['rgb' => '000000'],
+                    ],
+                ],
+                'alignment' => [
+                    'horizontal' => Alignment::HORIZONTAL_CENTER,
+                ],
+            ]);
+
+            $currentRow++;
+
+            // Write data rows
+            foreach ($data as $relation => $values) {
+                if ($relation !== 'Grand Total') {
+                    $sheet->setCellValue('B' . $currentRow, $relation);
+                    $col = 'C';
+                    foreach ($age_bands as $band) {
+                        $value = $values[$band] ?: ''; // Convert 0 to empty string
+                        $sheet->setCellValue($col . $currentRow, $value);
+                        $col++;
+                    }
+
+                    // Style data row
+                    $dataRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
+                    $sheet->getStyle($dataRange)->applyFromArray([
+                        'borders' => [
+                            'allBorders' => [
+                                'borderStyle' => Border::BORDER_THIN,
+                                'color' => ['rgb' => '000000'],
+                            ],
+                        ],
+                        'alignment' => [
+                            'horizontal' => Alignment::HORIZONTAL_CENTER,
+                        ],
+                    ]);
+
+                    $currentRow++;
+                }
+            }
+
+            // Add Grand Total row
+            $sheet->setCellValue('B' . $currentRow, 'Grand Total');
+            $col = 'C';
+            foreach ($age_bands as $band) {
+                $sheet->setCellValue($col . $currentRow, $data['Grand Total'][$band]);
+                $col++;
+            }
+
+            // Style Grand Total row
+            $totalRange = 'B' . $currentRow . ':' . $lastCol . $currentRow;
+            $sheet->getStyle($totalRange)->applyFromArray([
+                'font' => ['bold' => true],
+                'borders' => [
+                    'allBorders' => [
+                        'borderStyle' => Border::BORDER_THIN,
+                        'color' => ['rgb' => '000000'],
+                    ],
+                ],
+                'fill' => [
+                    'fillType' => Fill::FILL_SOLID,
+                    'startColor' => ['rgb' => 'F2F2F2'],
+                ],
+                'alignment' => [
+                    'horizontal' => Alignment::HORIZONTAL_CENTER,
+                ],
+            ]);
+
+            $currentRow += 3; // Add gap after each section
+        };
+
+        // Write each SI section with gaps
+        foreach ($classifiers as $si_type => $data) {
+            $writeSectionData($data, $sheet, $currentRow);
+        }
+
+        // Auto-size columns
+        foreach (range('B', chr(ord('B') + count($age_bands))) as $col) {
+            $sheet->getColumnDimension($col)->setAutoSize(true);
+        }
+
+        // Create Excel file
+        try {
+            // Create Excel file
+            $writer = new Xlsx($spreadsheet);
+            $writer->save($filepath);
+
+            // Verify file was created successfully
+            if (!file_exists($filepath)) {
+                throw new Exception("Failed to create file: $filepath");
+            }
+
+            return [
+                'success' => true,
+                'filepath' => $filepath,
+                'filename' => $filename,
+                'fullpath' => realpath($filepath)
+            ];
+        } catch (Exception $e) {
+            return [
+                'success' => false,
+                'error' => $e->getMessage()
+            ];
+        }
+    }
+
+    public function getAge($available_col, $member, $col_index)
+    {
+        if ($available_col == 'age') {
+            $age = $member[$col_index];
+        } else {
+            $dob = $member[$col_index];
+            if ($dob == 'DOB') {
+                return;
+            }
+            $dobDate = \DateTime::createFromFormat('d-M-Y', $dob);
+            $currentDate = new \DateTime();
+            if ($dobDate == false) {
+                $this->myLogger->logme('error', $dob . 'is not valid');
+                return;
+            }
+            $age = $currentDate->diff($dobDate)->y;
+        }
+        return $age;
+    }
+
+    public function getAgeRange($age_band)
+    {
+        $age_band = trim($age_band);
+        // Parse age range
+        if (strpos($age_band, '-') === false) {
+            $min_age = (int)filter_var($age_band, FILTER_SANITIZE_NUMBER_INT);
+            $max_age = PHP_INT_MAX;
+        } else {
+            $parts = explode("-", $age_band);
+            $min_age = (int)$parts[0];
+            $max_age = (int)$parts[1];
+        }
+
+        return array($min_age, $max_age);
     }
 
 
@@ -802,7 +1134,7 @@ class LeadsController extends BaseController
     {
         helper('excel_util_helper');
         helper('MailHelper');
-
+        helper('ExcelMergeHelper');
         $params = $this->request->getGet();
         // print_r($params); die;
         $lead_id = $params['lead_id'];
@@ -831,7 +1163,7 @@ class LeadsController extends BaseController
         $cc_mails = [];
 
         //get CC Mails
-        if($recipient_type == 'internal' || $recipient_type == 'placement'){
+        if ($recipient_type == 'internal' || $recipient_type == 'placement') {
 
             $cc_data = isset($params['cc']) ? $params['cc'] : "";
             $param_cc_mail = json_decode($cc_data, true);
@@ -870,12 +1202,28 @@ class LeadsController extends BaseController
 
         //get file path to attach
         $file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
+        if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
+            $temp_file_path = $file_info['filePath'];
+            $temp_file_name = $file_info['fileName'];
+            $lead_file_path = WRITEPATH . 'uploads/lead_files/' . $lead_data['file_name'];
+            if ($lead_file_path) {
+                $filePaths = [
+                    ['file_path' => $temp_file_path, 'sheets' => []],
+                    ['file_path' => $lead_file_path, 'sheets' => []]
+                ];
+                $outputPath = dirname($temp_file_path) . '/' . 'merged_' . $temp_file_name;
+                $result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
+                // print_rr($result);
+            }
+        }
+        // print_rr($lead_data);
+        // print_rr($file_info);
         // $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
         // $file_name = $file_type.'.xlsx';
         // !dd($file_info);
 
-        $file_path = $file_info['filePath'];
+        $file_path = $result;
-        $file_name = $file_info['fileName'];
+        $file_name = basename($result);
         $attachments = [['fileName' => $file_name, 'filePath' => $file_path]];
 
         //get recipient address
@@ -890,9 +1238,9 @@ class LeadsController extends BaseController
 
             // print_r($recipient_data); die;   
 
-        } else if($recipient_type == 'client') {
+        } else if ($recipient_type == 'client') {
             $recipient_data = [['name' => $lead_data['contact_person_name'], 'email' => $lead_data['contact_person_email']]];
-        }else{
+        } else {
             $recipient_data = [['name' => "Team", 'email' => $params['to']]];
         }
         // print_r($recipient_data); die;
@@ -900,7 +1248,7 @@ class LeadsController extends BaseController
         $subject = $file_type == 'rfq' ? 'Request for Quotation from ' . $lead_data['client_name'] . ' for ' . $lead_data['policy_type'] : 'Quotation Comparison Report for ' . $lead_data['policy_type'];
         $original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
 
-        if($recipient_data){
+        if ($recipient_data) {
             foreach ($recipient_data as $recipient) {
 
                 $message = $original_message;
@@ -912,13 +1260,13 @@ class LeadsController extends BaseController
 
                 // print_rr($message);calculate_days_bw_dates
 
-                $res = MailHelper::send_email(['mail' => $recipient['email'], 'cc'=> $cc_mails, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to]);
+                $res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $cc_mails, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to]);
                 // !dd($res);
                 $result_data[] = ['mail' => $recipient['email'], 'status' => $res];
             }
         }
 
-        if($recipient_type == 'placement'){
+        if ($recipient_type == 'placement') {
 
             list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
 
@@ -926,7 +1274,7 @@ class LeadsController extends BaseController
                 'proposel_name' => $proposal_key,
                 'insurer_name' => $insurer_key,
                 'insurer' => $params['insurer_and_branch'],
-            ] ;
+            ];
 
             $data = [
                 'proposel_data' => json_encode($lead_update_data),
@@ -951,12 +1299,11 @@ class LeadsController extends BaseController
 
         $data = $this->levelContactModel->getContactForRFQ();
 
-        if($data){
+        if ($data) {
             return $this->respond(['status' => true, 'data' => $data], 200);
-        }else{
+        } else {
             return $this->respond(['status' => false], 200);
         }
-
     }
 
     public function getInsurerBranchContacts($insurer_and_branch_id)
@@ -1082,7 +1429,6 @@ class LeadsController extends BaseController
         $data['premium_data']['data'] = $premiumData;
 
         return $data;
-    
     }
     
     public function convertJsonForQCR($json, $type)
@@ -1265,7 +1611,7 @@ class LeadsController extends BaseController
         $client_policy_id = $this->clientPolicyModel->insert($client_policy_data);
 
 
-        if($client_policy_id){
+        if ($client_policy_id) {
             $this->leadsModel->where('id', $data['id'])->set('is_client_created', $client_id)->update();
         }
 
@@ -1302,7 +1648,7 @@ class LeadsController extends BaseController
             // if ($base_policy) {
             //     $data['is_addon'] = 3; // Dependent Addon
             // } else {
-                $data['is_addon'] = 1;
+            $data['is_addon'] = 1;
             // }
         }
 
@@ -1329,29 +1675,82 @@ class LeadsController extends BaseController
     private function convertQCRJsonToPolicyTerms($data, $policy_type, $proposel_name, $insurer_name)
     {
         $GMC_Keys = [
-            "sum_insured", "family_floater", "family_floaters", "age_ratio", "waiverofpreexistingdiseases",
+            "sum_insured",
-            "maternitycoverage", "twindelivery", "preandpostnatal", "babyday1cover", "9monthwaitingperiodwaived",
+            "family_floater",
-            "coverfromthedateofjoining", "waiverof1,2,3&4thyearexclusions", "waiverof30dayswaitingperiod",
+            "family_floaters",
-            "prehospitalizationcover", "congenitaldiseasesinternal", "copayzonewisecopay",
+            "age_ratio",
-            "bioabsorbablestenttoriclensmultifocallens", "roomrentlimit", "proportionatedeductionclause",
+            "waiverofpreexistingdiseases",
-            "ailmentcapping", "ambulancecharges", "airambulance", "familytransportationbenefit",
+            "maternitycoverage",
-            "reasonableandcustomarycharges", "ayudhtreatmentcover", "congenitaldiseasesexternal",
+            "twindelivery",
-            "optionalparentalcopay", "posthospitalizationcover", "corporatebuffer", "sublimitofcorporatebuffer",
+            "preandpostnatal",
-            "ayushTreatmentCoverData", "armdcovered", "suminsuredenhancement", "automaticsuminsuredreinstatement",
+            "babyday1cover",
-            "additionalsicknessbenefit", "lasiksurgery", "midterminclusion", "capd", "organdonorexpenses",
+            "9monthwaitingperiodwaived",
-            "moderntreatmentsasperirdai", "Wellness", "days_of_discharge", "days_from_dod",
+            "coverfromthedateofjoining",
-            "special_condition_label", "special_condition_input", "multiple_sum_insured",
+            "waiverof1,2,3&4thyearexclusions",
-            "cataract", "cataractData"
+            "waiverof30dayswaitingperiod",
+            "prehospitalizationcover",
+            "congenitaldiseasesinternal",
+            "copayzonewisecopay",
+            "bioabsorbablestenttoriclensmultifocallens",
+            "roomrentlimit",
+            "proportionatedeductionclause",
+            "ailmentcapping",
+            "ambulancecharges",
+            "airambulance",
+            "familytransportationbenefit",
+            "reasonableandcustomarycharges",
+            "ayudhtreatmentcover",
+            "congenitaldiseasesexternal",
+            "optionalparentalcopay",
+            "posthospitalizationcover",
+            "corporatebuffer",
+            "sublimitofcorporatebuffer",
+            "ayushTreatmentCoverData",
+            "armdcovered",
+            "suminsuredenhancement",
+            "automaticsuminsuredreinstatement",
+            "additionalsicknessbenefit",
+            "lasiksurgery",
+            "midterminclusion",
+            "capd",
+            "organdonorexpenses",
+            "moderntreatmentsasperirdai",
+            "Wellness",
+            "days_of_discharge",
+            "days_from_dod",
+            "special_condition_label",
+            "special_condition_input",
+            "multiple_sum_insured",
+            "cataract",
+            "cataractData"
         ];
 
         $GPA_Keys = [
-            "sumInsured2", "totalSumInsured", "age_ratio", "accidentalDeathBenefit", "permanentTotalDisablement",
+            "sumInsured2",
-            "permanentPartialDisablement", "temporaryTotalDisablementBenefit", "accidentalHospitalizationExpenses",
+            "totalSumInsured",
-            "childrenEducationWelfareFund", "compassionateVisitExpenses", "compassionateVisitExpensesData",
+            "age_ratio",
-            "brokenBoneExpenses", "brokenBoneExpensesData", "ambulanceCharges", "ambulanceChargesData",
+            "accidentalDeathBenefit",
-            "burnExpenses", "burnExpensesData", "carriageOfDeadBody", "carriageOfDeadBodyData",
+            "permanentTotalDisablement",
-            "animalSnakeInsectBite", "terrorism", "worldwideCover", "gpa_special_condition_label",
+            "permanentPartialDisablement",
-            "gpa_special_condition_input", "multiple_sum_insured"
+            "temporaryTotalDisablementBenefit",
+            "accidentalHospitalizationExpenses",
+            "childrenEducationWelfareFund",
+            "compassionateVisitExpenses",
+            "compassionateVisitExpensesData",
+            "brokenBoneExpenses",
+            "brokenBoneExpensesData",
+            "ambulanceCharges",
+            "ambulanceChargesData",
+            "burnExpenses",
+            "burnExpensesData",
+            "carriageOfDeadBody",
+            "carriageOfDeadBodyData",
+            "animalSnakeInsectBite",
+            "terrorism",
+            "worldwideCover",
+            "gpa_special_condition_label",
+            "gpa_special_condition_input",
+            "multiple_sum_insured"
         ];
 
         // Select keys based on policy type
@@ -1383,8 +1782,10 @@ class LeadsController extends BaseController
                 $value = $cellData['value'] ?? '';
 
                 // Skip unwanted keys
-                if (in_array($parentth, ['Sno', 'Item Key', 'Particulars', 'Action']) ||
+                if (
-                    in_array($subth, ['Quote Asked'])) {
+                    in_array($parentth, ['Sno', 'Item Key', 'Particulars', 'Action']) ||
+                    in_array($subth, ['Quote Asked'])
+                ) {
                     continue;
                 }
 
@@ -1444,7 +1845,6 @@ class LeadsController extends BaseController
         }
 
         return $this->respond(['status' => false, 'message' => 'Failed to create policy', 'data' => $data], 200);
-   
     }
 
     //------------------------------------------------------------------------------------------------

app/Helpers/ExcelMergeHelper.php

@@ -4,90 +4,215 @@ namespace App\Helpers;
 use Exception;
 use PhpOffice\PhpSpreadsheet\IOFactory;
 use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
+use PhpOffice\PhpSpreadsheet\Spreadsheet;
+use PhpOffice\PhpSpreadsheet\Worksheet\Worksheet;
 
 class ExcelMergeHelper
 {
-    /**
+
-     * Merge multiple Excel files into a single spreadsheet.
+    protected static $logger;
-     * 
+
-     * @param array $filesToMerge Array of files to merge.
+    public static function initialize()
-     * @param string $outputPath Path to save the merged file.
+    {
-     * @return bool True if merge successful, false otherwise.
+        self::$logger = \Config\Services::mylogger();
-     */
+    }
-    public static function mergeExcelFiles(array $filesToMerge, string $outputPath): bool
+    public static function mergeExcelFiles(array $filesToMerge, string $outputPath)
     {
         try {
-            // Validate input: If no files are provided, throw an error.
+            self::initialize();
             if (empty($filesToMerge)) {
-                throw new Exception("No files provided for merging");
+                throw new Exception("No files provided for merging.");
             }
 
-            // Initialize the base spreadsheet (starting with null, will be created with the first file)
+            // Validate files exist and are readable
-            $spreadsheet = null;
+            foreach ($filesToMerge as $fileData) {
-
+                if (!file_exists($fileData['file_path'])) {
-            // Loop through the files to merge
+                    throw new Exception("File not found: " . $fileData['file_path']);
-            foreach ($filesToMerge as $filePath => $sheetsToMerge) {
+                }
-                // Load the current file
+                if (!is_readable($fileData['file_path'])) {
-                $currentSpreadsheet = IOFactory::load($filePath);
+                    throw new Exception("File not readable: " . $fileData['file_path']);
-
-                // Debugging: Log the number of sheets in the current file
-                error_log("File: $filePath has " . $currentSpreadsheet->getSheetCount() . " sheets.");
-
-                // If this is the first file, initialize the base spreadsheet
-                if ($spreadsheet === null) {
-                    $spreadsheet = $currentSpreadsheet;
-
-                    // If specific sheets are provided for the first file, remove the others
-                    if (!is_null($sheetsToMerge) && !empty($sheetsToMerge)) {
-                        $sheetCount = $spreadsheet->getSheetCount();
-                        for ($i = $sheetCount - 1; $i >= 0; $i--) {
-                            if (!in_array($i, $sheetsToMerge)) {
-                                $spreadsheet->removeSheetByIndex($i);
-                            }
-                        }
-                    }
-                } else {
-                    // If we are not working with the first file, we need to merge specified sheets
-                    if (is_null($sheetsToMerge) || empty($sheetsToMerge)) {
-                        // If no specific sheets, merge all sheets
-                        $sheetsToMerge = range(0, $currentSpreadsheet->getSheetCount() - 1);
-                    }
-
-                    // Merge the specified sheets from the current file
-                    foreach ($sheetsToMerge as $sheetIndex) {
-                        // Check if sheet index is within bounds
-                        if ($sheetIndex < 0 || $sheetIndex >= $currentSpreadsheet->getSheetCount()) {
-                            throw new Exception("Invalid sheet index $sheetIndex in file $filePath");
-                        }
-
-                        // Retrieve the sheet to copy
-                        $sheetToCopy = $currentSpreadsheet->getSheet($sheetIndex);
-
-                        // Handle sheet name collision by renaming the sheet with a counter
-                        $baseName = $sheetToCopy->getTitle();
-                        $sheetName = $baseName;
-                        $counter = 1;
-                        while ($spreadsheet->sheetNameExists($sheetName)) {
-                            $sheetName = $baseName . '_merged_' . $counter;
-                            $counter++;
-                        }
-                        $sheetToCopy->setTitle($sheetName);
-
-                        // Clone and add the sheet to the base spreadsheet
-                        $spreadsheet->addSheet(clone $sheetToCopy);
-                    }
                 }
             }
 
-            // Save the merged file
+             self::$logger->logme('error',"Creating new spreadsheet...");
-            $writer = new Xlsx($spreadsheet);
+            $mergedSpreadsheet = new Spreadsheet();
+            $firstSheet = true;
+
+            foreach ($filesToMerge as $fileIndex => $fileData) {
+                $filePath = $fileData['file_path'];
+                $sheetsToMerge = $fileData['sheets'];
+                 self::$logger->logme('error',"Processing file $fileIndex: $filePath");
+
+                try {
+                     self::$logger->logme('error',"Attempting to load file: $filePath");
+                    $reader = IOFactory::createReaderForFile($filePath);
+                    $reader->setReadDataOnly(true);  // This can help with memory usage
+                     self::$logger->logme('error',"Reader created successfully");
+
+                    $currentSpreadsheet = $reader->load($filePath);
+                     self::$logger->logme('error',"File loaded successfully");
+
+                    $sheetCount = $currentSpreadsheet->getSheetCount();
+                     self::$logger->logme('error',"File $filePath has $sheetCount sheets.");
+
+                    if (empty($sheetsToMerge)) {
+                        $sheetsToMerge = range(0, $sheetCount - 1);
+                    }
+
+                    foreach ($sheetsToMerge as $sourceSheetIndex) {
+                         self::$logger->logme('error',"Processing sheet index: $sourceSheetIndex");
+                        
+                        if ($sourceSheetIndex < 0 || $sourceSheetIndex >= $sheetCount) {
+                             self::$logger->logme('error',"Invalid sheet index $sourceSheetIndex in file $filePath");
+                            continue;
+                        }
+
+                        try {
+                            $sourceSheet = $currentSpreadsheet->getSheet($sourceSheetIndex);
+                             self::$logger->logme('error',"Source sheet loaded");
+                            
+                            $baseName = $sourceSheet->getTitle();
+                             self::$logger->logme('error',"Processing sheet: $baseName");
+                            
+                            $newSheetName = $baseName;
+                            $counter = 1;
+
+                            while ($mergedSpreadsheet->sheetNameExists($newSheetName)) {
+                                $newSheetName = $baseName . '_' . $fileIndex . '_' . $counter;
+                                $counter++;
+                            }
+                             self::$logger->logme('error',"New sheet name will be: $newSheetName");
+
+                            if ($firstSheet) {
+                                $targetSheet = $mergedSpreadsheet->getActiveSheet();
+                                $targetSheet->setTitle($newSheetName);
+                                $firstSheet = false;
+                                 self::$logger->logme('error',"Using first sheet");
+                            } else {
+                                $targetSheet = new Worksheet($mergedSpreadsheet, $newSheetName);
+                                $mergedSpreadsheet->addSheet($targetSheet);
+                                 self::$logger->logme('error',"Created new sheet");
+                            }
+
+                             self::$logger->logme('error',"Starting content copy for sheet: $newSheetName");
+                            self::copyWorksheetContent($sourceSheet, $targetSheet);
+                             self::$logger->logme('error',"Content copied successfully for sheet: $newSheetName");
+                            
+                        } catch (Exception $e) {
+                             self::$logger->logme('error',"Error processing sheet $sourceSheetIndex: " . $e->getMessage());
+                             self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
+                            continue;
+                        }
+                    }
+
+                    // Free up memory
+                    $currentSpreadsheet->disconnectWorksheets();
+                    unset($currentSpreadsheet);
+                     self::$logger->logme('error',"Cleaned up spreadsheet resources");
+
+                } catch (Exception $e) {
+                     self::$logger->logme('error',"Error processing file $filePath: " . $e->getMessage());
+                     self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
+                    continue;
+                }
+
+                 self::$logger->logme('error',"Current sheet names in merged spreadsheet:");
+                foreach ($mergedSpreadsheet->getSheetNames() as $name) {
+                     self::$logger->logme('error'," - $name");
+                }
+            }
+
+            if ($mergedSpreadsheet->getSheetCount() === 0) {
+                throw new Exception("No sheets were successfully merged.");
+            }
+
+             self::$logger->logme('error',"Setting active sheet to index 0");
+            $mergedSpreadsheet->setActiveSheetIndex(0);
+
+             self::$logger->logme('error',"Preparing to save merged file to: $outputPath");
+            
+            // Ensure output directory exists
+            $outputDir = dirname($outputPath);
+            if (!is_dir($outputDir)) {
+                mkdir($outputDir, 0777, true);
+            }
+
+            if (!is_writable($outputDir)) {
+                throw new Exception("Output directory is not writable: $outputDir");
+            }
+
+            if (ob_get_length()) {
+                ob_end_clean();
+            }
+
+             self::$logger->logme('error',"Creating Excel writer");
+            $writer = new Xlsx($mergedSpreadsheet);
+            
+             self::$logger->logme('error',"Saving file...");
             $writer->save($outputPath);
             
-            return true; // Return true if merge was successful
+            // Free up memory
+            $mergedSpreadsheet->disconnectWorksheets();
+            unset($mergedSpreadsheet);
+            
+             self::$logger->logme('error',"Merge successful. File saved at: $outputPath");
+            return $outputPath;
+
         } catch (Exception $e) {
-            // Log the error (optional) and return false on failure
+             self::$logger->logme('error',"Excel Merge Error: " . $e->getMessage());
-            error_log("Excel Merge Error: " . $e->getMessage());
+             self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
-            return false;
+            throw $e;
+        }
+    }
+
+    private static function copyWorksheetContent($sourceSheet, $targetSheet)
+    {
+        try {
+             self::$logger->logme('error',"Starting copyWorksheetContent");
+            
+            // Get the highest row and column indexes
+            $highestRow = $sourceSheet->getHighestRow();
+            $highestColumn = $sourceSheet->getHighestColumn();
+             self::$logger->logme('error',"Copying data from range A1:{$highestColumn}{$highestRow}");
+
+            // Copy cell values only first for better performance
+            foreach ($sourceSheet->getRowIterator() as $row) {
+                $cellIterator = $row->getCellIterator();
+                $cellIterator->setIterateOnlyExistingCells(true);
+                foreach ($cellIterator as $cell) {
+                    $column = $cell->getColumn();
+                    $rowIndex = $cell->getRow();
+                    $targetSheet->setCellValue($column . $rowIndex, $cell->getValue());
+                }
+            }
+             self::$logger->logme('error',"Basic cell values copied");
+
+            // Copy column dimensions
+            foreach ($sourceSheet->getColumnDimensions() as $columnId => $sourceDim) {
+                $targetSheet->getColumnDimension($columnId)
+                    ->setWidth($sourceDim->getWidth())
+                    ->setVisible($sourceDim->getVisible())
+                    ->setAutoSize($sourceDim->getAutoSize());
+            }
+             self::$logger->logme('error',"Column dimensions copied");
+
+            // Copy row dimensions
+            foreach ($sourceSheet->getRowDimensions() as $rowId => $sourceDim) {
+                $targetSheet->getRowDimension($rowId)
+                    ->setRowHeight($sourceDim->getRowHeight())
+                    ->setVisible($sourceDim->getVisible());
+            }
+             self::$logger->logme('error',"Row dimensions copied");
+
+            // Copy basic worksheet properties
+            $targetSheet->setShowGridlines($sourceSheet->getShowGridlines());
+            $targetSheet->setShowRowColHeaders($sourceSheet->getShowRowColHeaders());
+             self::$logger->logme('error',"Worksheet properties copied");
+            
+        } catch (Exception $e) {
+             self::$logger->logme('error',"Error in copyWorksheetContent: " . $e->getMessage());
+             self::$logger->logme('error',"Error trace: " . $e->getTraceAsString());
+            throw $e;
         }
     }
 }

app/Models/COShareStmtDetailsModel.php

@@ -0,0 +1,38 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class COShareStmtDetailsModel extends Model
+{
+    protected $table            = 'co_share_stmt_details';
+    protected $primaryKey       = 'id';
+    protected $useAutoIncrement = true;
+    protected $returnType       = 'array';
+    protected $useSoftDeletes   = false;
+    protected $protectFields    = true;
+    protected $allowedFields = [
+        'id',
+        'co_share_id',
+        'statement_id',
+        'actual_bp_amt',
+        'actual_tp_amt',
+        'actual_tep_amt',
+        'actual_bp_per',
+        'actual_tp_per',
+        'actual_tep_per',
+        'actual_bp_brokerage_amt',
+        'actual_tp_brokerage_amt',
+        'actual_tep_brokerage_amt',
+        'reward',
+        'exp_amt',
+        'variance',
+        'created_by',
+        'updated_by',
+        'is_active'
+    ];
+
+   
+    
+}

app/Models/InsurerStatements.php

@@ -23,7 +23,11 @@ class InsurerStatements extends Model
         "invoice_no",
         "invoice_amount",
         "invoice_date",
-        "updated_by"
+        "updated_by",
+        "stmt_sno",
+        "gst_per",
+        "gst_value",
+        "invoice_value"
 
     ];
 

app/Models/InvPaymentDetailsModel.php

@@ -16,6 +16,7 @@ class InvPaymentDetailsModel extends Model
         'inv_amt', 
         'utr_no', 
         'tds',
+        'gst',
         'received_date', 
         'created_by', 
         'is_active', 

app/Models/PTCOShareDetailsModel.php

@@ -67,8 +67,11 @@ class PTCOShareDetailsModel extends Model
         'follower_policy_no',
     ];
 
-    public function getNonReconcileredPolicyTransactions(string $month,string $year,string $insurer_id,string $insurer_branch_id)
+    public function getNonReconcileredPolicyTransactions(string $insurer_id,string $insurer_branch_id)
     {
+        $currentDate = date('Y-m-d');
+        $sixMonthsAgo = date('Y-m-01', strtotime('-6 months'));
+
         return $this->db->table('pt_co_share_details pt_co')
         ->select('
             pt_co.id,
@@ -94,12 +97,15 @@ class PTCOShareDetailsModel extends Model
         ->join('policy_transaction pt', 'pt_co.pt_id = pt.id')
         ->join('clients c', 'pt.client_id = c.id')
         ->where('pt_co.is_active', 1)
-        ->where('MONTH(pt.month)', $month)
+        ->where('pt.is_active', 1)
-        ->where('YEAR(pt.month)', $year)
+        // ->where('MONTH(pt.month)', $month)
+        // ->where('YEAR(pt.month)', $year)
         ->where('pt_co.insurer_id', $insurer_id)
         ->where('pt_co.insurer_branch_id', $insurer_branch_id)
-        ->where('pt_co.statement_id is null')
+        // ->where('pt_co.statement_id is null')
         ->where('pt.status','completed')
+        ->where('DATE(pt.created_at) >=', $sixMonthsAgo)
+        ->where('DATE(pt.created_at) <=', $currentDate)
         // ->where('pt_co.exp_amt', 0.00)
         // ->orWhere('pt_co.exp_amt is null')
         ->get()

app/Models/PolicyTransactionModel.php

@@ -978,7 +978,7 @@ class PolicyTransactionModel extends Model
         return $builder->get()->getResultArray();
     }
 
-    public function getOutstandingReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    public function getOutstandingReportList_OLD($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("
@@ -1076,4 +1076,52 @@ class PolicyTransactionModel extends Model
         return $builder->get()->getResultArray();
     }
 
+    public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0,$insurer_branch_id = 0)
+    {
+        $builder = $this->db->table('insurer_statements s')
+                            ->select('
+                                s.id, 
+                                s.insurer_id, 
+                                s.branch_id,
+                                ins.short_name, 
+                                ib.branch_name, 
+                                s.month, 
+                                s.line_items, 
+                                s.stmt_sno, 
+                                s.invoice_status, 
+                                s.invoice_date, 
+                                s.invoice_no, 
+                                s.invoice_amount, 
+                                COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid, 
+                                (s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
+                            ')
+                            ->join('inv_payment_details p', 's.id = p.statement_id', 'left')
+                            ->join('insurers ins', 's.insurer_id = ins.id')
+                            ->join('insurer_branch ib', 's.branch_id = ib.id')
+                            ->where('s.is_active', 1)
+                            ->where('p.is_active', 1)
+                            ->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
+                            ->having('outstanding_amount >', 0);
+                            // ->get();
+
+    
+        // Date range filtering
+        if ($start_date != 0 && $end_date != 0) {
+    
+            $builder->where('s.month >=', $start_date)
+                ->where('s.month <=', $end_date);
+       }
+    
+        if ($insurer_id != 0) {
+            $builder->where('s.insurer_id', $insurer_id);
+        }
+         if ($insurer_branch_id != 0) {
+            $builder->where('s.branch_id', $insurer_branch_id);
+        }
+
+        $builder->orderBy('s.id', 'desc');
+    
+        return $builder->get()->getResultArray();
+    }
+    
 }

app/Views/insurer_statement_list.php

@@ -103,6 +103,10 @@ table.dataTable tbody td {
     .slider.round:before {
     border-radius: 50%;
     }
+
+    .disabled-option {
+        color: gray;
+    }
 </style>
 
 <div class="row" id="inception_list">
@@ -125,6 +129,7 @@ table.dataTable tbody td {
                                 <th></th>
                                 <th><div class="column-header">Insurer</div></th>
                                 <th><div class="column-header">Month</div></th>
+                                <th><div class="column-header">Statement<br>sno</div></th>
                                 <th><div class="column-header">Filename</div></th>
                                 <th><div class="column-header">Line<br>items</div></th>
                                 <th><div class="column-header">File<br>status</div></th>
@@ -140,6 +145,7 @@ table.dataTable tbody td {
                                 <td><input type="hidden" class="row-select" data-id="<?= $row['id']; ?>"></td>
                                 <td><?php echo $row['short_name'].'-'.$row['branch_code']; ?></td>
                                 <td><?php echo change_date_format($row['month'],'Y-m-d','M-Y'); ?></td>
+                                <td><?php echo $row['stmt_sno'] ?> </td>
                                 <td><?php echo $row['file_name'] ?> </td>
                                 <td><?php echo $row['line_items'] ?></td>
                                 <td><?php echo $row['file_status']; 
@@ -172,6 +178,9 @@ table.dataTable tbody td {
                                             <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" data-exp-amt="<?= $row['exp_inv_amt'];?>" data-received-amt="<?= $row['received_inv_amt'];?>" onclick="showInvoiceStatusModal(event)">
                                                 <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Invoice status
                                             </a>
+                                            <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>"onclick="deleteStatement(<?= $row['id'];?>)">
+                                                <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
+                                            </a>
                                         </div>
                                     </div>
                                 <?php } ?>
@@ -218,8 +227,24 @@ table.dataTable tbody td {
                             </div>   
                              <div class="form-group col-md-10">
                                 <label for="statement_month">Statement month</label>
-                                <input type="text" class="form-control" id="statement_month" name="statement_month" placeholder="" required readonly>
+                                <input type="text" class="form-control" id="statement_month" name="statement_month" placeholder="" required readonly onchange="getStatementNo()">
                             </div>
+
+                             <div class="form-group col-md-10">
+                                <label for="statement_no">Statement no</label>
+                                <select class="form-control" id="statement_no" name="statement_no" required >
+                                    <option value="" selected>Select statement no</option>
+                                        <?php
+                                        $stmt_no = [1,2,3,4,5,6,7];
+                                            if (isset($stmt_no) && count($stmt_no)) {
+                                                foreach ($stmt_no as $key => $value) {
+                                                    echo "<option value=" . $value . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                </select>
+                            </div>
+
                             <div class="form-group col-md-10" >
                                 <label for="statment">Statement </label> <span><a href="downloadSampleInsurerStatement" id="download_sample_file" style="font-size: small;">Download sample file</a></span>
                                 <input type="file" class="form-control" name="statement" required  accept=" application/vnd.openxmlformats-officedocument.spreadsheetml.sheet, application/vnd.ms-excel,application/vnd.oasis.opendocument.spreadsheet">
@@ -255,7 +280,7 @@ table.dataTable tbody td {
 
 <!-- Invoice status content modal-->
 <div class="modal fade" id="invoice_modal" tabindex="-1" role="dialog" aria-labelledby="myModalLabel" aria-hidden="true">
-    <div class="modal-dialog modal-lg">
+    <div class="modal-dialog modal-lg" style="max-width:1000px;">
         <div class="modal-content">
             <div class="modal-header">
                 <h4 class="modal-title" id="title">Update Invoice Status</h4>
@@ -286,32 +311,65 @@ table.dataTable tbody td {
                                     <label for="addon_policy">Exp Amount</label>
                                         <input type="text" class="form-control" id="modal_exp_amt" placeholder="" disabled>
                                 </div> -->
-                                <div class="form-group col-md-4" id="modal_received_amt_div">
+                                
-                                    <label for="addon_policy">Total Received Amount</label>
-                                        <input type="text" class="form-control" id="modal_received_amt" placeholder="" disabled>
-                                </div>  
                             </div>
 
                             <!-- Invoice Number and Invoice Date in same row -->
-                            <div class="row" id="invoice_no_div_modal" style="display: none;">
+                            <!-- <div id="invoice_no_div_modal" style="display: none;"> -->
-                                <div class="form-group col-md-4">
+                                <div class="row" id="invoice_no_div_modal" style="display: none;">
-                                      <label for="invoice_no">Invoice Number<span id="base_danger" class="text-danger"></span></label>
+                                    <div class="form-group col-md-4">
-                                    <input type="text" class="form-control" id="invoice_no_modal" name="invoice_no" placeholder="Enter Invoice Number" required>
+                                          <label for="invoice_no">Invoice Number<span id="base_danger" class="text-danger"></span></label>
+                                        <input type="text" class="form-control" id="invoice_no_modal" name="invoice_no" placeholder="Enter Invoice Number" required>
+                                    </div>
+                                    
+                                    <div class="form-group col-md-4">
+                                         <label for="invoice_date">Invoice Date</label>
+                                        <input type="text" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>"  readonly required>
+                                    </div>
+
+                                     <div class="form-group col-md-4">
+                                          <label for="invoice_value_modal">Invoice value<span id="base_danger" class="text-danger"></span></label>
+                                        <input type="number" class="form-control" id="invoice_value_modal" name="invoice_value" placeholder="Enter Invoice Value" readonly>
+                                    </div>
+
+                                        
+                                     
                                 </div>
-                                 <div class="form-group col-md-4">
+                                <div class="row" id="invoice_no_div_modal2" style="display: none;">
-                                      <label for="invoice_no">Invoice Amount<span id="base_danger" class="text-danger"></span></label>
+
-                                    <input type="number" class="form-control" id="invoice_amount_no_modal" name="invoice_amount" placeholder="Enter Invoice Amt" required>
+                                    <div class="form-group col-md-4">
+                                          <label for="gst_value_modal">GST %<span id="base_danger" class="text-danger"></span></label>
+                                        <input type="number" class="form-control" id="gst_per_modal" name="invoice_gst_per" placeholder="Enter GST %" required onchange="calcGSTValue()">
+                                    </div>
+
+                                     <div class="form-group col-md-4">
+                                          <label for="gst_value_modal">GST Value<span id="base_danger" class="text-danger"></span></label>
+                                        <input type="number" class="form-control" id="gst_value_modal" name="invoice_gst" placeholder="Enter Invoice Value" required readonly step="0.01">
+                                    </div>
+                                     <div class="form-group col-md-4">
+                                          <label for="invoice_no">Invoice Amount<span id="base_danger" class="text-danger"></span></label>
+                                        <input type="number" class="form-control" id="invoice_amount_no_modal" name="invoice_amount" placeholder="Enter Invoice Amt" required readonly step="0.01">
+                                    </div>
+
+                                     <!-- <div class="form-group col-md-3" id="modal_received_amt_div">
+                                    <label for="addon_policy">Total Received Amount</label>
+                                        <input type="text" class="form-control" id="modal_received_amt" placeholder="" disabled>
+                                     </div>  -->
+                                   
                                 </div>
-                                <div class="form-group col-md-4">
+
-                                     <label for="invoice_date">Invoice Date</label>
+                                 <div class="row" id="modal_received_amt_div">
-                                    <input type="text" class="form-control" id="invoice_date_modal" name="invoice_date" value="<?php echo date('Y-m-d'); ?>"  readonly required>
+                                     <div class="form-group col-md-4" >
+                                        <label for="addon_policy">Total Received Amount</label>
+                                            <input type="number" class="form-control" id="modal_received_amt" placeholder="" disabled>
+                                     </div> 
                                 </div>
-                            </div>
+                            <!-- </div> -->
 
                         </div>
 
                         <!-- Payment Received Table -->
-                        <div class="form-group col-md-12" style="display: none;" id="payment_table_div_modal">
+                        <div class="form-group col-md-12" style="display: none;" id="payment_table_div_modal" style="max-width: 800px;">
                             <button type="button" id="add_row_btn" class="btn btn-secondary float-right"><i class="fa fa-plus"></i></button>
 
 
@@ -319,7 +377,8 @@ table.dataTable tbody td {
                                 <thead>
                                     <tr>
                                         <th style="display: none;">pk</th>
-                                        <th>Received Amount</th>
+                                        <th>Invoice value</th>
+                                        <th>GST</th>
                                         <th>TDS</th>
                                         <th>UTR Number</th>
                                         <th>Date</th>
@@ -330,6 +389,7 @@ table.dataTable tbody td {
                                     <tr>
                                         <td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
                                         <td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" required onchange="checkInvAmont(event)"></td>
+                                        <td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter GST" required step="0.01" onchange="checkInvAmont(event)"></td>
                                         <td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
                                         <td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
                                         <td><input type="text" class="form-control payment_date" name="payment_date[]" value="<?php echo date('d/m/Y'); ?>" placeholder="dd/mm/yyyy" required readonly></td>
@@ -358,12 +418,14 @@ table.dataTable tbody td {
         const invoiceStatus = this.value;
         console.log(invoiceStatus);
         const invoiceNoDiv = document.getElementById('invoice_no_div_modal');
+        const invoiceNoDiv2 = document.getElementById('invoice_no_div_modal2');
         // const invoiceDateDiv = document.getElementById('invoice_date_div_modal');
         const paymentTableDiv = document.getElementById('payment_table_div_modal');
         const totalReceivedAmtDiv = document.getElementById('modal_received_amt_div');
 
         // Hide everything initially
         invoiceNoDiv.style.display = 'none';
+        invoiceNoDiv2.style.display = 'none';
         // invoiceDateDiv.style.display = 'none';
         paymentTableDiv.style.display = 'none';
         totalReceivedAmtDiv.style.display = 'none';
@@ -371,6 +433,7 @@ table.dataTable tbody td {
         // Show fields based on selected status
         if (invoiceStatus === 'generated' || invoiceStatus === 'sent') {
             invoiceNoDiv.style.display = 'flex';
+            invoiceNoDiv2.style.display = 'flex';
             totalReceivedAmtDiv.style.display = 'none';
             switchRequired('invoice_no_modal',true);
             switchRequired('invoice_date_modal',true);
@@ -384,6 +447,7 @@ table.dataTable tbody td {
             // invoiceDateDiv.style.display = 'block';
         } else if (invoiceStatus === 'payment_received') {
             invoiceNoDiv.style.display = 'flex';
+            invoiceNoDiv2.style.display = 'flex';
             paymentTableDiv.style.display = 'block';
             totalReceivedAmtDiv.style.display = 'block';
              switchRequired('invoice_no_modal',true);
@@ -399,6 +463,7 @@ table.dataTable tbody td {
         }else if(invoiceStatus === 'pending')
         {
              invoiceNoDiv.style.display = 'none';
+             invoiceNoDiv2.style.display = 'none';
              paymentTableDiv.style.display = 'none';
              totalReceivedAmtDiv.style.display = 'none';
              // switchRequired('modal_received_amt_div',false);
@@ -435,6 +500,13 @@ table.dataTable tbody td {
 
     $('#invoiceForm').on('submit', function (e) {
         e.preventDefault();  // Prevent default form submission
+
+         var res = checkInvAmont();
+        if(!res)
+        {
+            return false;
+        }
+
         var form = document.getElementById('invoiceForm');
         // alert(form.checkValidity());
         // alert($('#invoice_date_modal').val());
@@ -487,7 +559,7 @@ table.dataTable tbody td {
     
                  $('.close').click()
                 // Reset the form data
-                $('#invoiceForm')[0].reset();
+                // $('#invoiceForm')[0].reset();
                 
                 alert('Invoice updated successfully!');
                 location.reload(); 
@@ -513,6 +585,7 @@ table.dataTable tbody td {
         newRow.innerHTML = `
             <td style="display: none;"><input type="hidden" class="form-control" name="pk[]" placeholder="Enter Amount"></td>
             <td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" onchange="checkInvAmont(event)" required></td>
+            <td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter GST" onchange="checkInvAmont(event)" required step="0.01"></td>
             <td><input type="number" class="form-control" name="tds[]" placeholder="Enter TDS" onchange="checkInvAmont(event)" required></td>
             <td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" required></td>
             <td><input type="text" class="form-control payment_date" value="<?php echo date('d/m/Y'); ?>" name="payment_date[]" placeholder="dd/mm/yyyy" required readonly></td>
@@ -628,6 +701,10 @@ function showInvoiceStatusModal(event)
                     document.getElementById('invoice_date_modal').value = response.data.invoice_date === '' ? <?php echo date('d-m-Y')?> : response.data.invoice_date;
                     document.getElementById('invoice_amount_no_modal').value = response.data.invoice_amount;
                     
+                    document.getElementById('invoice_value_modal').value = response.data.invoice_value;
+                    document.getElementById('gst_per_modal').value = response.data.gst_per;
+                    document.getElementById('gst_value_modal').value = response.data.gst_value;
+
                     if (!$('#invoice_date_modal').val()) {
                         // alert('nope');
                           // Set today's date as the default date
@@ -646,6 +723,7 @@ function showInvoiceStatusModal(event)
                             row.innerHTML = `
                                 <td style="display: none;"><input type="hidden" class="form-control" name="pk[]" value="${payment.id}"></td>
                                 <td><input type="number" class="form-control" name="received_amount[]" placeholder="Enter Amount" value="${payment.inv_amt}" onchange="checkInvAmont(event)" required></td>
+                                 <td><input type="number" class="form-control" name="gst_amount[]" placeholder="Enter Amount" value="${payment.gst}" onchange="checkInvAmont(event)" required step="0.01"></td>
                                 <td><input type="number" class="form-control" name="tds[]" placeholder="Enter Amount" value="${payment.tds}" onchange="checkInvAmont(event)" required></td>
                                 <td><input type="text" class="form-control" name="utr_no[]" placeholder="Enter UTR No" value="${payment.utr_no}" required></td>
                                 <td><input type="text" class="form-control payment_date" name="payment_date[]" value="${formatDateToDMY(payment.received_date)}" required readonly></td>
@@ -730,8 +808,6 @@ maxDate.setDate(today.getDate() + 180);
     }
 
     $('#btnSubmit').prop('disabled', true).text('Submitting...');
-
-
     // Create FormData object
     var formData = new FormData($(this)[0]);
     for (var pair of formData.entries()) {
@@ -773,6 +849,9 @@ maxDate.setDate(today.getDate() + 180);
                     toastr.error('Something went wrong! Try later', 'Error');
                     window.location.reload(true);
                 }
+                  $('.close').click()
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(10).fadeOut('slow');
 
                 $('#btnSubmit').prop('disabled', false).text('Submit');
 
@@ -782,11 +861,13 @@ maxDate.setDate(today.getDate() + 180);
                 console.error("Request failed:", status, error);
                 toastr.error('Something went wrong! Try later', 'Error');
                 $('#uploadForm')[0].reset();
+                  $('.close').click()
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(10).fadeOut('slow');
                 window.location.reload(true);
             }
         });
-         $('.loader').fadeOut();
+         
-         $('.loader-mask').delay(10).fadeOut('slow');
     });
 
  function fetchFileError(file_id) {
@@ -810,7 +891,7 @@ maxDate.setDate(today.getDate() + 180);
                     var file_error_html = "";
 
                     if (file_error_data['error_code'] == 1) {
-                        file_error_html += 'The following row no(s) from excel are <span style="font-weight:bold">either already mapped / not found with policy transactions / duplicates.</span>';
+                        file_error_html += 'The following row no(s) from excel are <span style="font-weight:bold">not found with policy transactions / duplicates.</span>';
                         file_error_html += ' : ' + '<span style="font-weight:bolder">' + file_error_data['error_data'].join(',') + '</span>';
                     }
 
@@ -835,19 +916,21 @@ maxDate.setDate(today.getDate() + 180);
 }
 
 
-function checkInvAmont(event) {
+function checkInvAmont(event = null) {
     var total = 0;
     var receivedAmounts = document.querySelectorAll('input[name="received_amount[]"]');
+    var receivedGST = document.querySelectorAll('input[name="gst_amount[]"]');
     var tdsAmounts = document.querySelectorAll('input[name="tds[]"]');
     // console.log();
     receivedAmounts.forEach(function(el, index) {
         // Get the received amount
         let receivedVal = parseFloat(el.value) || 0;
         // Get the corresponding tds amount (paired with the received amount)
+        let gstVal = parseFloat(receivedGST[index].value) || 0;
         let tdsVal = parseFloat(tdsAmounts[index].value) || 0;
         // Add received amount and tds amount
         // console.log();
-        total += (receivedVal + tdsVal);
+        total += (receivedVal + tdsVal + gstVal);
     });
     // console.log(total);
     // Get the expected invoice amount
@@ -855,9 +938,16 @@ function checkInvAmont(event) {
 
     // Check if the total exceeds the expected amount
     if (exp_amt < total) {
-        alert('Exceeds Invoice amount');
+        alert('Exceeds Invoice amount...Plz adjust numbers');
-        event.target.value = ''; // Reset the value of the element that triggered the event
+        if(event != null)
+        {
+            event.target.value = '';
+            
+        }
+        return false; // Reset the value of the element that triggered the event
     }
+
+    return true;
 }
 
 
@@ -889,5 +979,186 @@ function switchRequired(elementId, isRequired, type = 'id') {
         }
 }
 
+function getStatementNo()
+{
+    var insurer_id = $('#insurer').val();
+    var statement_month = $('#statement_month').val();
+
+    console.log(insurer_id+' / '+statement_month);
+    if(insurer_id == "")
+    {
+        alert('Choose insurer...!');
+        $('#statement_month').val('');
+    }
+
+
+
+
+         $('.loader').fadeIn();
+         $('.loader-mask').fadeIn();
+        var apiURL = 'getInsurerStatementMonth?insurer_id=' +insurer_id+'&month='+statement_month ;
+        $.ajax({
+            url: apiURL,
+            type: "GET",
+            headers: {
+                // "Content-Type":"multipart/form-data",
+                "X-Requested-With": "XMLHttpRequest"
+            },
+            success: function(response) {
+
+                console.log(response);
+                // $('#insurer_statement_upload_form')[0].reset();
+
+                if (response.code === 200 && response.dataStatus === true && response
+                    .data !== "") {
+                   
+                   disableStatementNo(response.data)
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(10).fadeOut('slow');
+                } else if (response.code === 404 && response.dataStatus === false) {
+                    console.error('no data found', response);
+                    // alert(response.message);
+                   // toastr.error(response.message, 'Failed');
+                    // window.location.reload(true);
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(10).fadeOut('slow');
+                } else {
+                    console.error('Something went wrong!');
+                    // alert('Something went wrong! Try later');
+                    toastr.error('Something went wrong! Try later', 'Error');
+                    // window.location.reload(true);
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(10).fadeOut('slow');
+                }
+
+            },
+            error: function(xhr, status, error) {
+                // Request failed, handle error
+                console.error("Request failed:", status, error);
+                toastr.error('Something went wrong! Try later', 'Error');
+                // $('#uploadForm')[0].reset();
+                // window.location.reload(true);
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(10).fadeOut('slow');
+            }
+        });
+         // $('.loader').fadeOut();
+         // $('.loader-mask').delay(10).fadeOut('slow');
+
+
+}
+
+function calcGSTValue()
+{
+    // alert('calcGSTValue');
+    var gst_per = document.getElementById('gst_per_modal').value;
+
+    var invoice_value_dom_obj = document.getElementById('invoice_value_modal');
+    var invoice_value = invoice_value_dom_obj.value;
+
+    var gst_value_dom_obj = document.getElementById('gst_value_modal');
+    var gst_value = gst_value_dom_obj.value;
+
+    var invoice_amount_dom_obj = document.getElementById('invoice_amount_no_modal');
+    // var invoice_amount = invoice_amount_dom_obj.value();
+    
+    gst_value_dom_obj.value = (parseFloat(gst_per) / 100 ) * invoice_value;
+    invoice_amount_dom_obj.value = parseFloat(invoice_value_dom_obj.value) + parseFloat(gst_value_dom_obj.value);
+    checkInvAmont();
+
+
+}
+
+function disableStatementNo(arr)
+{
+    // JavaScript array with values to disable
+    // const disableValues = arr;
+    const disableIds = arr.map(item => item.stmt_sno);
+    console.log(disableIds);
+
+    // Get the select element
+    const selectElement = document.getElementById("statement_no");
+    // Variable to track if the first enabled option is selected
+    let firstEnabledOptionSelected = false;
+    // Iterate over the options in the select element
+    Array.from(selectElement.options).forEach(option => {
+        // If the option value is in the disableIds array, disable it
+        console.log(option.value);
+         option.disabled = false;
+         option.style.backgroundColor = "";
+        if (disableIds.includes((option.value))) {
+            option.disabled = true;
+            option.style.backgroundColor = "lightgray";
+        }
+        else if (!firstEnabledOptionSelected && option.value !== "") {
+            // Automatically select the first enabled option
+            option.selected = true;
+            firstEnabledOptionSelected = true;
+        }
+    });
+}
+
+function deleteStatement(id)
+{
+    //alert(id);
+    Swal.fire({
+        title: "Do you want to delete statement & it's invoice data if any?",
+        showCancelButton: true,
+        confirmButtonText: "Delete",
+        confirmButtonColor: "#ff3333",
+    }).then((result) => {
+
+        console.log(result);
+
+        if (result.isConfirmed) {
+
+            $('.loader').fadeIn();
+            $('.loader-mask').fadeIn();
+            var apiURL = 'deleteStatement/' + id;
+            // console.log('Truncate API URL : ', apiURL);
+
+            $.ajax({
+                url: apiURL,
+                method: 'GET',
+                headers: {
+                    "X-Requested-With": "XMLHttpRequest"
+                },
+                success: function(response) {
+                            // console.log('Truncate Response', response)
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(10).fadeOut('slow');
+                    if (response.code === 200 && response.dataStatus === true) {
+                        Swal.fire({
+                            title: "Deleted!",
+                            icon: "success"
+                        });
+                       window.location.reload(true);
+                    }  else {
+                        Swal.fire({
+                            title: "Failed!",
+                            text: 'Something went wrong! Try later',
+                            icon: "error"
+                        });
+
+                        window.location.reload(true);
+                    }
+                },
+                error: function(xhr, status, error) {
+
+                    console.error(xhr.responseText);
+                    console.error(status, error);
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(10).fadeOut('slow');
+                    console.error('Error fetching data from API:', error);
+                    toastr.error('Something went wrong! Try later', 'Error');
+                    window.location.reload(true);
+                }
+            });
+        }
+
+    });
+
+}
+
 
 </script>

app/Views/outstanding_report_list.php

@@ -41,7 +41,7 @@ table.dataTable tbody td {
                         <div class="form-group">
                             <div class="form-row">
 
-                                <div class="form-group col-md-3">
+                               <!--  <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>
@@ -53,7 +53,7 @@ table.dataTable tbody td {
                                             }
                                         ?>
                                     </select>
-                                </div>
+                                </div> -->
 
                                 <div class="form-group col-md-3">
                                     <label for="addon_policy"> Insurer <span id="base_danger"
@@ -69,6 +69,19 @@ table.dataTable tbody td {
                                 </div>
 
                                 <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer Branch<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>
@@ -80,9 +93,9 @@ table.dataTable tbody td {
                                             }
                                         ?>
                                     </select>
-                                </div>
+                                </div> -->
 
-                                <div class="form-group col-md-3">
+                               <!--  <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>
@@ -94,13 +107,13 @@ table.dataTable tbody td {
                                             }
                                         ?>
                                     </select>
-                                </div>
+                                </div> -->
 
-                            </div>
+                            <!-- </div>
 
-                            <div class="form-row">
+                            <div class="form-row"> -->
 
-                                <div class="form-group col-md-3">
+                                <!-- <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()">
@@ -113,10 +126,10 @@ table.dataTable tbody td {
                                             }
                                         ?>
                                     </select>
-                                </div>
+                                </div> -->
 
-                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                <div class="form-group col-md-3" style="display: true;" id="date_div">
-                                    <label>Date<span class="text-danger"></span></label>
+                                    <label>Statement Month<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;
@@ -158,28 +171,36 @@ table.dataTable tbody td {
                     <thead class="bg-light">
                         <tr>
                             <th>S.No</th>
-                            <th>Client Name</th>
+                            <!-- <th>Client Name</th> -->
                             <th>Insurer</th>
-                            <th>Policy</th>
+                            <th>Insurer<br> Branch</th>
-                            <th>Endorsement No</th>
+                            <th>Statement<br> Month</th>
+                            <th>Statement<br> No</th>
+                            <th>Invoice No</th>
                             <th>Invoice Status</th>
+                            <th>Invoice Date</th>
                             <th>Invoice Amount</th>
-                            <th>Realization Amount</th>
+                            <th>Realization <br>Amount</th>
-                            <th>Outstanding Amount</th>
+                            <th>Outstanding <br>Amount</th>
                         </tr>
                     </thead>
                     <tbody>
-                        <?php if (isset($outstanding_list)) { ?>
+                        <?php 
-                            <?php foreach($outstanding_list as $index => $row){ ?>
+
+                        // dd($outstanting_list);
+                        if (isset($outstanting_list)) { ?>
+                            <?php foreach($outstanting_list as $index => $row){ ?>
                             <tr>
                                 <td><?= $index + 1 ?></td>
-                                <td><?php echo $row['client_name']; ?></td>
+                                <td><?php echo $row['short_name']; ?></td>
-                                <td><?php echo $row['insurer_name']; ?></td>
+                                <td><?php echo $row['branch_name']; ?></td>
-                                <td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
+                                <td><?php echo change_date_format($row['month'],'Y-m-d','Y-m') ?></td>
-                                <td><?php echo $row['endorsement_no']; ?></td>
+                                <td><?php echo $row['stmt_sno']; ?></td>
+                                <td><?php echo $row['invoice_no']; ?></td>
                                 <td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
+                                <td><?php echo change_date_format($row['invoice_date'],'Y-m-d','d-M-Y'); ?></td>
                                 <td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
-                                <td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
+                                <td class="right-align-input"><?php echo isset($row['total_paid']) ? $row['total_paid'] : '0.00'; ?></td>
                                 <td class="right-align-input"><?php echo isset($row['outstanding_amount']) ? $row['outstanding_amount'] : '0.00'; ?></td>
                             </tr>
                             <?php } ?>
@@ -364,10 +385,6 @@ $(function() {
         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')

tests/unit/ExcelMergeHelperTest.php

@@ -10,8 +10,11 @@ class ExcelMergeHelperTest extends TestCase
     {
         // Use the paths you provided
         $filePaths = [
-            '/home/venba/Downloads/Financial_Sample.xlsx' => [1,3,2],
+            // ['file_path' =>WRITEPATH.'uploads/lead_files/Member_Data.xlsx','sheets'  => []],
-            '/home/venba/Downloads/enrollment.xlsx' => []
+            // ['file_path' =>WRITEPATH.'/tmp/RFQ_ABC_GMC_20241220140640.xlsx','sheets' => []],
+
+['file_path' =>'/home/venba/Downloads/enrollment (1).xlsx','sheets' => []],
+            ['file_path' =>'/home/venba/Downloads/Financial_Sample.xlsx','sheets'  => []],
         ];
         $outputPath = '/home/venba/Documents/merged_file.xlsx'; // Output path for the merged file
 
@@ -23,3 +26,12 @@ class ExcelMergeHelperTest extends TestCase
     }
 
 }
+// $temp_file_path = WRITEPATH.'tmp/RFQ_ABC_GMC_20241219172307.xlsx';
+//         $temp_file_name = 'RFQ_ABC_GMC_20241219172307.xlsx';
+//         $lead_file_path = WRITEPATH.'uploads/lead_files/Member_Data.xlsx';
+
+//             $filePaths = [
+//                ['file_path' => $temp_file_path,'sheets' =>[]],
+//                 ['file_path' =>$lead_file_path ,'sheets' =>[]]
+//             ];
+//             $outputPath = dirname($temp_file_path).'/'.$temp_file_name.'_merged';

tests/unit/LeadsControllerTest.php

@@ -0,0 +1,183 @@
+<?php
+
+namespace Tests\unit;
+
+use Exception;
+use CodeIgniter\Test\CIUnitTestCase;
+use App\Controllers\LeadsController;
+
+class LeadsControllerTest extends CIUnitTestCase
+{
+    protected $leadsController;
+
+    protected function setUp(): void
+    {
+        parent::setUp();
+        $this->leadsController = new LeadsController();
+    }
+
+    public function testGetDemographyDataBasicScenario()
+    {
+        echo('passed 0');
+        // Arrange
+        $members = [
+            // Header row
+            ['Name', 'Age', 'Relationship', 'SI Enhancement'],
+            // Data rows
+            ['John', '25', 'Self', '100000'],
+            ['Jane', '23', 'Spouse', '100000'],
+            ['Kid', '5', 'Child', '50000']
+        ];
+        echo('passed 1');
+        $age_band_data = [
+            ['0-17', '18-35', '36-45', 'Above 46']
+        ];
+        echo('passed 2');
+        $members_heading = ['Name', 'Age', 'Relationship', 'SI Enhancement'];
+        $available_col = 'age';print_rr($available_col);
+        $col_index = 1;
+        echo('passed 3');
+        try{
+            echo('Inside try');
+        // Act
+        echo('passed 3.5');
+        $result = $this->leadsController->getDemographyData($members,$age_band_data,$members_heading,$available_col,$col_index);
+
+        echo('passed 4');
+    } catch (Exception $e) {
+        echo "Message: " . $e->getMessage() . "\n";
+        echo "File: " . $e->getFile() . "\n";
+        echo "Line: " . $e->getLine() . "\n";
+        // Optionally, print the full stack trace
+        echo "Stack trace: " . $e->getTraceAsString() . "\n";
+    }
+        var_dump($result);
+        // Assert
+        $this->assertIsArray($result);
+        $this->assertArrayHasKey('general', $result);
+        $this->assertArrayHasKey('100000', $result);
+        $this->assertArrayHasKey('50000', $result);
+
+        // Check counts for general category
+        $this->assertEquals(1, $result['general']['Self']['18-35']);
+        $this->assertEquals(1, $result['general']['Spouse']['18-35']);
+        $this->assertEquals(1, $result['general']['Child']['0-17']);
+    }
+
+    public function testGetDemographyDataWithDOB()
+    {
+        // Arrange
+        $members = [
+            // Header row
+            ['Name', 'DOB', 'Relationship', 'SI Enhancement'],
+            // Data rows
+            ['John', '01-Jan-1995', 'Self', '100000'],
+            ['Jane', '01-Jan-1998', 'Spouse', '100000']
+        ];
+
+        $age_band_data = [
+            ['18-35', '36-45', '46+']
+        ];
+
+        $members_heading = ['Name', 'DOB', 'Relationship', 'SI Enhancement'];
+        $available_col = 'dob';
+        $col_index = 1;
+
+        // Act
+        $result = $this->leadsController->getDemographyData(
+            $members,
+            $age_band_data,
+            $members_heading,
+            $available_col,
+            $col_index
+        );
+
+        // Assert
+        $this->assertIsArray($result);
+        $this->assertArrayHasKey('general', $result);
+        $this->assertArrayHasKey('100000', $result);
+
+        // Both members should be in 18-35 age band
+        $this->assertEquals(1, $result['general']['Self']['18-35']);
+        $this->assertEquals(1, $result['general']['Spouse']['18-35']);
+    }
+
+    public function testGetDemographyDataWithEmptyMembers()
+    {
+        // Arrange
+        $members = [
+            // Only header row
+            ['Name', 'Age', 'Relationship', 'SI Enhancement']
+        ];
+
+        $age_band_data = [
+            ['0-17', '18-35', '36-45', '46+']
+        ];
+
+        $members_heading = ['Name', 'Age', 'Relationship', 'SI Enhancement'];
+        $available_col = 'age';
+        $col_index = 1;
+
+        // Act
+        $result = $this->leadsController->getDemographyData(
+            $members,
+            $age_band_data,
+            $members_heading,
+            $available_col,
+            $col_index
+        );
+
+        // Assert
+        $this->assertIsArray($result);
+        $this->assertArrayHasKey('general', $result);
+        
+        // Check that all totals are zero
+        $this->assertEquals(0, $result['general']['Grand Total']['Grand Total']);
+    }
+
+    public function testGetDemographyDataWithMultipleSIBands()
+    {
+        // Arrange
+        $members = [
+            // Header row
+            ['Name', 'Age', 'Relationship', 'SI Enhancement'],
+            // Data rows with different SI amounts
+            ['John', '25', 'Self', '100000'],
+            ['Jane', '23', 'Spouse', '200000'],
+            ['Kid1', '5', 'Child', '100000'],
+            ['Kid2', '7', 'Child', '200000']
+        ];
+
+        $age_band_data = [
+            ['0-17', '18-35', '36-45', '46+']
+        ];
+
+        $members_heading = ['Name', 'Age', 'Relationship', 'SI Enhancement'];
+        $available_col = 'age';
+        $col_index = 1;
+
+        // Act
+        $result = $this->leadsController->getDemographyData(
+            $members,
+            $age_band_data,
+            $members_heading,
+            $available_col,
+            $col_index
+        );
+
+        // Assert
+        $this->assertIsArray($result);
+        $this->assertArrayHasKey('100000', $result);
+        $this->assertArrayHasKey('200000', $result);
+
+        // Check counts for different SI bands
+        $this->assertEquals(1, $result['100000']['Self']['18-35']);
+        $this->assertEquals(1, $result['200000']['Spouse']['18-35']);
+        $this->assertEquals(1, $result['100000']['Child']['0-17']);
+        $this->assertEquals(1, $result['200000']['Child']['0-17']);
+
+        // Check general category totals
+        $this->assertEquals(2, $result['general']['Child']['0-17']);
+        $this->assertEquals(2, $result['general']['Child']['Grand Total']);
+    }
+}