MERGE_UAT_BDS&CLAIMS_LIVE_FEEDBACK

app/Config/Routes.php

@@ -51,7 +51,7 @@ $routes->get('/auth/google', 'LoginController::initiateGoogleOAuth');
 $routes->get('/update-emp-policy-status', 'ClientController::updateEmpAndPolicyStatus');
 $routes->get('download-e-card/(:any)', 'EmployeeController::generateIDCardForEmployee/$1');
 $routes->get('download-kyc-docs/(:segment)', 'ClientController::downloadKYCDocument/$1');
-
+$routes->get('claim-form-download/(:any)', 'TicketController::downloadClaimForm/$1');
 
 $routes->group("/user", ["filter" => "authMVC"], function ($routes) {
     $routes->post("create", "UserController::create");

app/Controllers/ClientController.php

@@ -3679,7 +3679,10 @@ class ClientController extends AdminController
     {
         // ---------for client-----------------------------------------------------------------------------
 
-        $clients = $this->clientModel->where('is_active', 1)->findAll();
+            $clients = $this->clientModel
+            ->select("*, DATE_FORMAT(dob, '%d-%m-%Y') as dob")
+            ->where('is_active', 1)
+            ->findAll();
 
         $clientIds = array_column($clients, 'id');
 
@@ -3814,7 +3817,7 @@ class ClientController extends AdminController
         // Add additional fields if client type is 2
         if ($client_type == 2) {
             $client_data = array_merge($client_data, [
-                'dob' => $postData['dob'],
+                'dob' => change_date_format($postData['dob'],'d/m/Y','Y-m-d'),
                 'aadhar' => $postData['aadhar'],
                 'phone' => $postData['phone'],
                 'email' => $postData['email'],

app/Controllers/EmployeeServiceController.php

@@ -1640,6 +1640,7 @@ class EmployeeServiceController extends AdminController
                                     $value['updated_by'] = $file['created_by'];
                                     $value['id'] = $employee[0]['id'];
                                     $value['emp_status'] = 'active';
+                                     $value['family_floater_key'] = generate_family_floater_key($value['relationship']);
                                     $value['client_branch_id'] = $file['client_branch_id'];
                                     $value['file_id'] = isset($employee[0]['file_id']) && $employee[0]['file_id'] != '' ? $employee[0]['file_id'] : $file['id'] ;
                                     $log_message = 'Update Employee - '.$employee[0]['name'].'('.$employee[0]['emp_code'].') with PK '.$employee[0]['id'];

app/Controllers/MasterController.php

@@ -1746,6 +1746,7 @@ class MasterController extends AdminController
             'cache' => WRITEPATH . 'cache',
             'sample_import_excel' => ROOTPATH . 'public/sample_import_excel',
             'lead_files' => WRITEPATH . 'uploads/lead_files/',
+            'claim_sample_forms' => ROOTPATH . 'public/claim_sample_forms/',
         ];
 
         foreach ($folders as $folderName => $folderPath) {

app/Controllers/PolicyTransactionController.php

@@ -1063,6 +1063,7 @@ class PolicyTransactionController extends BaseController
     {
         $id = $this->request->getPost('id');
         $data = $this->preparePolicyTransactionData();
+        // print_r($data); die;
         
         if (!$id) {
             return $this->insertEndorsementTransaction($data);
@@ -1079,25 +1080,12 @@ class PolicyTransactionController extends BaseController
         // print_r($data); 
         // die;
 
-        // $data_received_date = (string)$this->request->getPost('data_received_date');
-        // $closure_date = (string)$this->request->getPost('closure_date');
-        // $endorse_eff_date = (string)$this->request->getPost('endorse_eff_date');
-        // $month = (string)$this->request->getPost('month');
-
-        // $data['data_received_date'] = empty($data['data_received_date']) ? null : date('Y-m-d', strtotime($data_received_date));
-        // $data['closure_date'] = empty($data['closure_date']) ? null : date('Y-m-d', strtotime($closure_date));
-        // $data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? null : date('Y-m-d', strtotime($endorse_eff_date));
-
-        // $month = '01-'.$data['month'];
-        // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month)); 
-
         if (!isset($data['policy_with_corr'])) {
             $data['policy_with_corr'] = 0;
         } elseif ($data['policy_with_corr']) {
             $data['policy_with_corr'] = 1;
         }
 
-
         if(empty($data['data_received_date'])){
             $data['data_received_date'] = null;
         }else{
@@ -1287,48 +1275,39 @@ class PolicyTransactionController extends BaseController
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->where('policy_transaction.id', $id)
             ->where('policy_transaction.is_active', 1)
+            ->orderBy('id', 'asc')
             ->first();
 
-        // $data['policy_start_date'] = empty($data['policy_start_date']) ? '' : date('d/m/Y', strtotime($data['s_date']));
-        // $data['policy_end_date'] = empty($data['policy_end_date']) ? '' : date('d/m/Y', strtotime($data['e_date']));
-        // $data['data_received_date'] = empty($data['data_received_date']) ? '' : date('d/m/Y', strtotime($data['data_received_date']));
-        // $data['closure_date'] = empty($data['closure_date']) ? '' : date('d/m/Y', strtotime($data['closure_date']));
-        // $data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($data['endorse_eff_date']));
 
-        // $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '') 
+        if (!empty($data['policy_start_date'])) {
-        //     ? date('M/Y', strtotime($data['month'])) 
-        //     : null;
-
-
-        if(!empty($data['policy_start_date'])){
             $data['policy_start_date'] =  change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        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');
         }
 
-        if(!empty($data['data_received_date'])){
+        if (!empty($data['data_received_date'])) {
             $data['data_received_date'] =  change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['policy_issue_date'])){
+        if (!empty($data['policy_issue_date'])) {
             $data['policy_issue_date'] =  change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['endorse_eff_date'])){
+        if (!empty($data['endorse_eff_date'])) {
             $data['endorse_eff_date'] =  change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['install_due_date'])){
+        if (!empty($data['install_due_date'])) {
             $data['install_due_date'] =  change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['last_action_date'])){
+        if (!empty($data['last_action_date'])) {
             $data['last_action_date'] =  change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['month'])){
+        if (!empty($data['month'])) {
             $data['month'] =  change_date_format($data['month'], 'Y-m-d', 'M/Y');
         }
 
@@ -1460,12 +1439,11 @@ class PolicyTransactionController extends BaseController
 
         // print_r($data['endorse_eff_date']); die;
 
-        if($data){
+        if ($data) {
             return $this->respond(['status' => true, 'data' => $data], 200);
-        }else{
+        } else {
             return $this->respond(['status' => false], 200);
         }
-
     }
 
     //------------------------------------------------------------------------------------------------

app/Controllers/TicketController.php

@@ -21,7 +21,7 @@ use Kint\Kint;
 use App\Models\EmployeeModel;
 
 use App\Helpers\MailHelper;
-
+use App\Models\InsurerModel;
 use CodeIgniter\API\ResponseTrait;
 
 class TicketController extends BaseController
@@ -119,6 +119,7 @@ class TicketController extends BaseController
             '((RELATIONSHIP))' => 'relationship',
             '((POLICY_TYPE))' => 'policy_type',
             '((AUTO_QUERY_CONTENT))' => 'auto_query_content',
+            '((CLAIM_FORM_LINK))' => 'claim_form_link',
         ];
         $this->extraFields = [
             1 => ['non_id_reason'],
@@ -439,6 +440,11 @@ class TicketController extends BaseController
         // $ticket_data = $this->ticketMasterModel->where('id', $ticket_id)->where('is_active', 1)->first();
         $ticket_data = $this->ticketMasterModel->getTicketDataByTicketID($ticket_id);
         $ticket_data = $this->formatDateForClaim($ticket_data, 'd/m/Y');
+
+        if (in_array($ticket_data['claim_status_id'], [15, 25, 35])) {
+            $ticket_data['auto_query_content'] = $this->getCheckListAndConvertArrayToString($ticket_data);
+        }
+
         // dd($ticket_data);
         $template_data = $this->ticketMasterModel->getTemplateDataByTicketID($ticket_id);
         if (!empty($template_data)) {
@@ -802,6 +808,13 @@ class TicketController extends BaseController
                 return null;
             }
 
+            if (in_array($ticket_data['claim_status_id'], [15, 25, 35])) {
+                $ticket_data['auto_query_content'] = $this->getCheckListAndConvertArrayToString($ticket_data);
+            }
+
+            // print_r($ticket_data); die;
+            
+
             $this->myLogger->logme('error', "Fetched email template: " . json_encode($template_data));
 
             // Generate Email Content
@@ -854,7 +867,9 @@ class TicketController extends BaseController
                     $replaceData = $ticket_data[$value] ?? '';
                 } else if ($value == "policy_type") {
                     $replaceData = str_replace("Claim-", "", $this->ticketType[$ticket_data['ticket_type_id']] ?? "");
-                } else {
+                } else if ($value == "claim_form_link"){
+                    $replaceData = '<a href="' . base_url('claim-form-download/' . md5($ticket_data['insurer_id'])) . '" target="_blank">Click here to download Claim Form</a>';
+                }else {
                     $replaceData = isset($ticket_data[$value]) ? $ticket_data[$value] : '';
                 }
 
@@ -1221,136 +1236,7 @@ class TicketController extends BaseController
         }
     }
 
-    // public function accountManagerWiseReport($policy_type = null ,$start_date = null, $end_date = null){
+    // -------------------------------------------------------------------------------------------------------------------------
-
-    //     if ($policy_type == 1) {
-    //         $sql = "SELECT 
-    //                 u.first_name AS acc_manager_name,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = 1 THEN master.id END) AS id_not_generated,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = 1 THEN master.id END) AS non_id,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = 1 THEN master.id END) AS cda,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = 1 THEN master.id END) AS information_required,
-    //                 COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = 1 THEN master.id END) AS under_process,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = 1 THEN master.id END) AS approved,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = 1 THEN master.id END) AS payment_initiated,
-    //                 (
-    //                     COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = 1 THEN master.id END)
-    //                 ) AS total
-    //             FROM 
-    //                 ticket_master master 
-    //             JOIN 
-    //                 user_profiles u ON master.acm_id = u.id and u.is_active = 1
-    //             JOIN 
-    //                 ticket_claim_status tcs ON tcs.id = master.claim_status_id and tcs.is_active = 1
-    //             WHERE
-    //                 master.created_at <= '$end_date' and master.created_at >= '$start_date' and master.is_active = 1
-    //             GROUP BY 
-    //                 u.id;
-    //         ";
-    //         $result = $this->ticketMasterModel->query($sql)->getResultArray();
-    //         // dd($result);
-
-    //         return $result;
-        
-
-    //     }else{
-    //         $sql = "SELECT u.first_name AS acc_manager_name,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLAIM INTIMATION' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS claim_intimation,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INTIMATION TO INSURER' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS int_to_insurer,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLIENT PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS client_pending,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INSURER PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS information_required,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INVESTIGATION' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS investigation,
-    //             COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS approved,
-    //             COUNT(CASE WHEN tcs.claim_status = 'ON HOLD' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS on_hold,
-                
-    //             (
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CLAIM INTIMATION' AND master.ticket_type_id = '$policy_type' THEN master.id END)+
-    //             COUNT(CASE WHEN tcs.claim_status = 'INTIMATION TO INSURER' AND master.ticket_type_id = '$policy_type' THEN master.id END)+
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLIENT PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'INSURER PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'INVESTIGATION' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'ON HOLD' AND master.ticket_type_id = '$policy_type' THEN master.id END)  
-    //             ) AS total1,
-    //             COUNT(CASE WHEN tcs.claim_status = 'NOT COVERED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS not_covered,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS closed,
-    //             COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS settled,
-    //             (
-    //             COUNT(CASE WHEN tcs.claim_status = 'NOT COVERED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) 
-    //             ) AS total2
-    //         FROM 
-    //             ticket_master master 
-    //         JOIN 
-    //             user_profiles u ON master.acm_id = u.id and u.is_active = 1
-    //         JOIN 
-    //             ticket_claim_status tcs ON tcs.id = master.claim_status_id and tcs.is_active = 1
-    //         WHERE
-    //             master.created_at <= '$end_date' and master.created_at >= '$start_date' and master.is_active = 1 and master.ticket_type_id = '$policy_type'
-    //         GROUP BY 
-    //             u.id;
-    //         ";
-    //         $result = $this->ticketMasterModel->query($sql)->getResultArray();
-
-    //         return $result;
-    //     }
-    // }
-
-    // public function tpaWiseReport($policy_type = null ,$start_date = null,$end_date = null ){
-    //     // $policy_type = 1;
-    //     $sql = "SELECT 
-    //             tpa.name AS tpa_name,
-    //             COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS id_not_generated,
-    //             COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS non_id,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS cda,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS information_required,
-    //             COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS under_process,
-    //             COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS approved,
-    //             COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS payment_initiated,
-    //             (
-    //                 COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = '$policy_type' THEN master.id END)
-    //             ) AS total,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS closed,
-    //             COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS settled,
-    //             COUNT(CASE WHEN tcs.claim_status = 'RETURNED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS returned,
-    //             COUNT(CASE WHEN tcs.claim_status = 'REJECTED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS denied,
-    //             (
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type'THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'RETURNED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'REJECTED' AND master.ticket_type_id = '$policy_type' THEN master.id END)
-    //             ) AS total2
-    //         FROM 
-    //             ticket_master master 
-    //         JOIN 
-    //             tpa ON master.tpa_id = tpa.id and tpa.is_active = 1
-    //         JOIN 
-    //             ticket_claim_status tcs ON tcs.id = master.claim_status_id and  tcs.is_active = 1
-    //         WHERE
-    //             master.created_at <= '$end_date' and master.created_at >= '$start_date' and master.is_active = 1
-    //         GROUP BY 
-    //             tpa.id;
-
-        
-    //     ";
-    //         $result = $this->ticketMasterModel->query($sql)->getResultArray();
-
-    //         return $result;
-    // }
-
 
     // function for Reject ticket Head Approvel mail sent function
     public function sendMailToTheHead($ticket_data)
@@ -1461,8 +1347,11 @@ class TicketController extends BaseController
 
             if (!empty($empData) && $empData != "" && $empData != null ) {
                 foreach ($empData as &$emp) { // Loop through the data
+                    $doi = $this->employeePolicyModel->select('date_coverage,basic_cover_si')->where('client_policy_id',$client_policy_id)->first();
                     $emp['dob'] = date('d/m/Y', strtotime($emp['dob']));
                     $emp['doj'] = date('d/m/Y', strtotime($emp['doj']));
+                    $emp['date_of_inception'] = date('d/m/Y', strtotime($doi['date_coverage']));
+                    $emp['basic_cover_si'] = $doi['basic_cover_si'];
                 }
             }
             
@@ -1501,7 +1390,7 @@ class TicketController extends BaseController
     
         // Fetch all policy names and IDs in one query
         $policyNameandID = $this->clientPolicyModel
-            ->select('CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, client_policy.id as client_policy_value,client_policy.policy_type_id')
+            ->select('CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, client_policy.id as client_policy_value,client_policy.policy_type_id,client_policy.policy_no')
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id AND policy_type.is_active = 1')
             ->whereIn('client_policy.id', $policy_ids)
             ->findAll();
@@ -1515,4 +1404,44 @@ class TicketController extends BaseController
         }
     }
 
+    public function getCheckListAndConvertArrayToString($ticket_data)
+    {
+        $data = db_connect()->table('ticket_check_list')
+            ->where('is_active', 1)
+            ->where('ticket_type_id', $ticket_data['ticket_type_id'])
+            ->get()->getResultArray();
+
+        $data = !empty($data) ? implode("", array_map(fn($doc) => "<p>{$doc['document']}</p>", $data)) : "";
+        // $data = !empty($data) ? implode(", ", array_column($data, 'document')) : "";
+        // print_r($data); die;
+
+        return $data;
+    }
+
+    public function downloadClaimForm($insurer_id)
+    {   
+        $insurerModel = new InsurerModel();
+        $insurer_data = $insurerModel->where('MD5(id)', $insurer_id)->where('is_active', 1)->first();
+    
+        if (!$insurer_data) {
+            $data['message'] = 'The Physical File Not Found';
+            echo view('errors/404', $data);
+        }
+    
+        $fileName = $insurer_data['short_name'] . '.pdf';
+        $filePath = ROOTPATH . 'public/claim_sample_forms/' . $fileName;
+    
+        try {
+            if (file_exists($filePath)) {
+                return $this->response->download($filePath, null);
+            } else {
+                $data['message'] = 'The Physical File Not Found';
+                echo view('errors/404', $data);
+            }
+        } catch (\Exception $e) {
+            $this->myLogger->logme('error', $e->getMessage());
+            return $this->response->setStatusCode(500)->setBody('An error occurred while downloading the file.');
+        }
+    }
+    
 }

app/Views/policy_transaction_inception_form.php

@@ -802,8 +802,8 @@
                             </div>
 
                             <div class="form-group col-md-12">
-                                <label for="cost_center">PAN<span class="text-danger">*</span></label>
+                                <label for="cost_center">PAN</label>
-                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInput(this, 'clients', 'pan')" required>
+                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInput(this, 'clients', 'pan')">
                             </div>
                         </div>
 
@@ -827,9 +827,8 @@
                                 <label for="cost_center">Email<span class="text-danger">*</span></label>
                                 <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email">
                             </div>
-
                             <div class="form-group col-md-12">
-                                <label for="aadhar">Aadhar<span class="text-danger">*</span></label>
+                                <label for="aadhar">Aadhar</label>
                                 <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInput(this, 'clients', 'aadhar')">
                             </div>
 
@@ -1052,6 +1051,9 @@ $(document).ready(function(){
         }
     });
 
+    $('#aadhar').attr('data-parsley-required', 'false');
+    $('#aadhar').removeAttr('required');
+
     
     team_id = <?php echo json_encode(user_team()); ?>;
     console.log('team_id', team_id);
@@ -2655,7 +2657,7 @@ function appendOwner(data) {
 
         let client_show_name = item.client_name;
         if (item.client_type == 2) {
-            client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
+            client_show_name = item.client_name + ' - ' + (item.dob ?? 'N/A');
         }
 
         var option = $('<option>', {
@@ -3129,6 +3131,12 @@ $("#client_form").submit(function(event) {
     console.log('client_type', $('#client_type').val());
 
     event.preventDefault(); 
+
+    
+    $('#aadhar').attr('data-parsley-required', 'false');
+    $('#aadhar').removeAttr('required');
+
+
     isClientFormSubmitting = true;
     var isValid = $('#client_form').parsley().validate();    
     if (!isValid) { 
@@ -3525,7 +3533,8 @@ $('#client_type').on('change', function() {
 
                 let client_show_name = item.client_name;
                 if (item.client_type == 2) {
-                    client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
+                    // client_show_name = item.client_name + ' - ' + (item.dob ?? '') + (item.pan ?? '');
+                    client_show_name = item.client_name +  (item.dob ? ('- (' + item.dob + ' )' ) : '') + (item.pan ? ('- ' + item.pan ) : '');
                 }
                 var option = $('<option>', {
                     value: item.id,

app/Views/policy_transaction_inception_list.php

@@ -737,7 +737,8 @@ function appendClients(data)
 
         let client_show_name = item.client_name;
         if (item.client_type == 2) {
-            client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
+            client_show_name = item.client_name +  (item.dob ? ('- (' + item.dob + ' )' ) : '') + (item.pan ? ('- ' + item.pan ) : '');
+            // console.log(client_show_name);
         }
 
         var option = $('<option>', {

app/Views/ticket_form_gmc.php

@@ -931,7 +931,8 @@
             value: '',
             text: 'Select Client Policy'
         }));
-
+        console.log("got data from backend ",data);
+        let policyCount = 1;
         var policyAppendCount = 0;
         $.each(data, function(index, item) {
             // console.log(item);
@@ -941,6 +942,15 @@
                         value: item.client_policy_value,
                         text: item.client_policy_name
                     }));
+                    $("#policy_no").val("");
+                if (policyCount == 1){
+                    console.log("policy count from if",item.policy_no);
+                    $("#policy_no").val(item.policy_no);
+                }else{
+                    console.log("policy count from greter if ","");
+                    $("#policy_no").val("");
+                }
+                policyCount++;
                     policyAppendCount++;
                 if (hiddenData['searchType'] != null && hiddenData['searchType'] != "" && hiddenData['policy_id'] != null && hiddenData['policy_id'] != "") {
                     // $('#emp_client_policy').select2();
@@ -962,12 +972,18 @@
     }
     // $('#emp_client_policy').select2();
     $("#emp_client_policy").on('change', function() {
+        var policy_name = $("#emp_client_policy option:selected").text();
+        var policy_no = policy_name.split("-")[1];
+        $("#policy_no").val(policy_no);
         console.log("change function called ");
         policy_id = $("#emp_client_policy").val();
         setMinDateDOA(policy_id);
     })
 
     function setMinDateDOA(policy_id) {
+        var policy_name = $("#emp_client_policy option:selected").text();
+        var policy_no = policy_name.split("-")[1];
+        $("#policy_no").val(policy_no);
         console.log("Function set min date called ");
         console.log("Existing DOA instance: ", doa);
         console.log('sent data ',policy_id);

app/Views/ticket_form_gpa.php

@@ -642,14 +642,26 @@
         }));
 
         var policyAppendCount = 0;
+        console.log("got data from backend ",data);
+        let policyCount = 1;
         $.each(data, function(index, item) {
-            // console.log(item);
+            // console.log("item len",item.length);
 
             if (ticket_type != 1 && item.policy_type_id != 2) {
                 $('#emp_client_policy').append($('<option>', {
                     value: item.client_policy_value,
                     text: item.client_policy_name
                 }));
+                console.log("policy count from loop","");
+                $("#policy_no").val("");
+                if (policyCount == 1){
+                    console.log("policy count from if",item.policy_no);
+                    $("#policy_no").val(item.policy_no);
+                }else{
+                    console.log("policy count from greter if ","");
+                    $("#policy_no").val("");
+                }
+                policyCount++;
                 policyAppendCount++;
                 if (hiddenData['searchType'] != null && hiddenData['searchType'] != "" && hiddenData['policy_id'] != null && hiddenData['policy_id'] != "") {
                     // $('#emp_client_policy').select2();
@@ -676,7 +688,15 @@
         setDateValidation(policy_id, true);
     })
 
+    function setPolicyNo(){
+        var policy_name = $("#emp_client_policy option:selected").text();
+        var policy_no = policy_name.split("-")[1];
+        $("#policy_no").val(policy_no);
+        console.log("after text split",policy_no);
+    }
+
     function setDateValidation(policy_id, memberset = null) {
+        setPolicyNo();
         $.ajax({
             url: '<?= base_url("ticket/getPolicyStartDate") ?>',
             method: "POST",
@@ -688,17 +708,27 @@
                 console.log(response);
                 if (response.status) {
                     if (memberset) {
+                        var dateOfInception = response.empData[0].date_of_inception;
                         var dobValue = response.empData[0].dob;
                         var doj = response.empData[0].doj;
+                        var basicCoverSI = response.empData[0].basic_cover_si
                         console.log('data received fro controller ', dob, doj);
                         if (dobValue) {
                             $("#dob").val(dobValue);
                             $("#dob").addClass('readonly-select');
                         }
+                        if (dateOfInception){
+                            $("#date_of_incep").val(dateOfInception);
+                            $("#date_of_incep").addClass('readonly-select');
+                        }
                         if (doj) {
                             $("#date_of_join").val(doj);
                             $("#date_of_join").addClass('readonly-select');
                         }
+
+                        $("#si_amt").val(basicCoverSI);
+                        $("#si_amt").addClass('readonly-select');
+                       
                     }else{
                         if ($("#dob").hasClass('readonly-select')){
                             $("#dob").removeClass('readonly-select')

app/Views/ticket_form_handler.php

@@ -817,7 +817,7 @@ if (!isset($view_ticket_page)) {
         $('#tpa_no').val(tpaNo);
         $('#insured_emp_id').val(empId);
         $('#insured_name').val(empName);
-        $('#policy_no').val(policyNo);
+        // $('#policy_no').val(policyNo);
 
         $('#relationship option').each(function() {
             if ($(this).text() === relationship) {