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

app/Config/Routes.php

@@ -386,6 +386,8 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get('getClaimDumpFileErrorData', 'TicketController::getClaimDumpFileErrorData');
     $routes->get("claim_dump_excel_error/(:any)", "TicketController::getClaimDumpExcelFileErrors/$1");
     $routes->get("download_claim_dump_file/(:any)", "TicketController::downloadClaimDumpFile/$1");
+    $routes->post('uploadMultiFileFromRfq', 'LeadsController::uploadMultiFileFromRfq');
+    $routes->get('downloadMemberFile/(:any)', 'LeadsController::downloadMemberFile/$1');
 });
 
 $routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
@@ -695,6 +697,9 @@ $routes->group('test', function($routes) {
     $routes->get('viewPDF', 'TestingController::viewPDF');
     $routes->get('generate-pdf-view', 'TestingController::generatePDFWithView');
     $routes->get('param/(:any)', 'TestingController::ptedfitdata/$1');
+    $routes->get('viewrfq', 'TestingController::viewRFQNonEb');
+    $routes->get('exportexcel', 'TestingController::exportExcel');
+    $routes->post('saverfq', 'TestingController::saverfq');
 });
 $routes->cli('cli/testcli', 'TestingController::testcli');
 

app/Controllers/ClientController.php

@@ -4564,11 +4564,11 @@ class ClientController extends AdminController
         // Additional logic for non-individual clients (client_type != 2)
         $branch_insert = null;
         if ($client_type != 2) {
-            $unit[] = $postData['short_name'] . '-' . 001;
+            $unit[] = $postData['short_name'] . '-' . $postData['branch_code'] ?? 001;
             $branch_data = [
                 'client_id' => $client_insert,
                 'branch_name' => $postData['branch_name'],
-                'branch_code' => 001,
+                'branch_code' => $postData['branch_code'] ?? 001,
                 'gst' => $postData['gst'],
                 'units' => json_encode($unit) ?? null,
             ];
@@ -4580,6 +4580,7 @@ class ClientController extends AdminController
                     'contact_type' => 'client',
                     'name' => $postData['name'],
                     'email' => $postData['email'],
+                    'mobile' => $postData['mobile'] ?? null,
                 ];
                 $this->levelContactModel->insert($contact_data);
             }

app/Controllers/LeadsController.php

@@ -529,7 +529,7 @@ class LeadsController extends BaseController
         return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' => $data], 200);
     }
 
-    // Get the Single Lead data for edit uisng ajax ( do not delete)
+    // Get the Single Lead data for edit uisng ajax (do not delete)
     public function getLeadDataForEdit($id)
     {
 
@@ -697,38 +697,172 @@ class LeadsController extends BaseController
 
     //--------RFQ-----------------------------------------------------------------------------------------------
 
+    // public function viewRFQ($id, $type = 1)
+    // {
+
+    //     $data['rfq_data'] = $this->RFQModel
+    //         ->where('lead_id', $id)
+    //         // ->where('type', $type)
+    //         ->where('is_active', 1)
+    //         ->orderBy('id', 'desc')
+    //         ->first();
+    //     // dd($data);
+
+    //     $data['rfq_count'] = $this->RFQModel
+    //         ->where('lead_id', $id)
+    //         // ->where('type', 1)
+    //         ->where('is_active', 1)
+    //         ->countAllResults();
+
+    //     $data['qcr_count'] = $this->RFQModel
+    //         ->where('lead_id', $id)
+    //         ->where('type', 2)
+    //         ->where('is_active', 1)
+    //         ->countAllResults();
+
+    //     // dd(count($data['rfq_data']));
+
+    //     $data['lead_id'] = $id;
+    //     $lead_data = $this->leadsModel
+    //         ->select('
+    //                 leads.*, 
+    //                 policy_type.question_json, 
+    //                 policy_type.policy_type,
+    //                 policy_type.long_name, 
+    //                 user_profiles.email as created_person_email
+    //             ')
+    //         ->join('policy_type', 'leads.policy_type_id = policy_type.id')
+    //         ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
+    //         ->where('leads.id', $id)
+    //         ->where('leads.is_active', 1)
+    //         ->first();
+
+    //     // dd($lead_data);
+
+    //     if ($lead_data['lead_type'] != 1) {
+    //         $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
+    //         if (isset($client_policy_data)) {
+    //             $data['policy_terms'] = $client_policy_data['policy_terms'];
+    //         }
+    //     }
+
+    //     $data['question_json'] = $lead_data['question_json'];
+    //     $data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
+    //     $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+    //     $data['userList'] = $this->userModel->getUserListForRFQ();
+    //     $data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
+    //     $data['lead_data'] = $lead_data;
+    //     $data['tpa_list'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+    //     $data['account_manager'] = $this->userModel->where('is_active', 1)->where('role', 3)->findAll();
+
+
+    //     $mail_content = '
+    //         <p>Dear Sir,</p>
+    //         <p>Greetings From Nhance India!</p>
+    //         <p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
+    //         <p>Kindly request you to share the competitive quotes at the earliest.</p>
+    //         <p>In case of any query, please feel free to contact us.</p>
+    //         <p>Thank You!</p><br>
+    //         <p>Best regards,</p>
+
+    //         <div style=\"margin: 0; padding: 0; line-height: 1.2;\">
+    //             <div>{{LOGGED_USER_NAME}}</div>
+    //             <div>Mobile: {{LOGGED_USER_MOBILE}}</div>
+    //         </div>
+
+    //          <img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
+    //     ';
+
+    //     if ($data['lead_data']['policy_end_date'] != null) {
+    //         $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
+    //     } else {
+    //         $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
+    //     }
+
+    //     if ($lead_data['policy_type_id'] == 1) {
+    //         $data['totalSumAssured'] = $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' =>  $id]);
+    //     } else {
+    //         $data['totalSumAssured'] = [];
+    //     }
+
+    //     $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
+    //     $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
+
+    //     $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
+    //     $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
+
+    //     $data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
+    //     $installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
+    //     $data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null;
+    //     $data['attachment_html'] = view('rfq/attachment_files', $data) ?? "";
+    //     $data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id'];
+    //     $data['multi_file_data_html'] = $this->renderFileFields($data['multi_file_data']);
+    //     // dd($data);
+
+    //     if ($data['lead_data']['lead_form_type'] == 1) {
+    //         $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]);
+    //         $this->loadLayout('view_rfq.php', $data);
+    //     } else if ($data['lead_data']['lead_form_type'] == 2) {
+
+    //         $data['occupancy'] = $this->occupancyModel->findAll();
+    //         // dd($data['occupancy']);
+
+    //         if ($lead_data['lead_type'] != 1 && $data['rfq_count'] == 0) {
+    //             $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
+    //             if (isset($client_policy_data)) {
+
+    //                 $data['rfq_data']['json'] = $client_policy_data['placement_json'];
+    //             }
+    //         }
+
+    //         if (!empty($data['question_json'])) {
+    //             $data['policies'] = json_decode($data['question_json'], true)['policies'];
+    //             $data["child_table_data"] = json_decode($data['question_json'], true)['child_table_data'];
+    //         }
+
+    //         $data['product'] = $this->leadsModel->select("policy_type.policy_type")->join('policy_type', 'leads.policy_type_id = policy_type.id')->where('leads.id', $id)->first()['policy_type'];
+    //         // $data['lead_register_data'] = json_decode($data['lead_data']['custom_fields']);
+    //         // dd($data['lead_register_data']);
+    //         // $data['entity_type'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
+    //         $data['buisness_type'] = $this->buisnessType;
+
+    //         // dd($data);
+    //         $data['client_type'] = $this->clientType;
+    //         $this->loadLayout('view_rfq_non_eb', $data);
+    //     }
+    // }
+
     public function viewRFQ($id, $type = 1)
     {
+        // 1. Combine RFQ queries into a single query
+        $rfqStats = $this->RFQModel
+            ->select('
+            COUNT(*) as total_count,
+            SUM(CASE WHEN type != 2 THEN 1 ELSE 0 END) as rfq_count,
+            SUM(CASE WHEN type = 2 THEN 1 ELSE 0 END) as qcr_count
+        ')
+            ->where('lead_id', $id)
+            ->where('is_active', 1)
+            ->first();
 
+        $data['rfq_count'] = $rfqStats['rfq_count'] ?? 0;
+        $data['qcr_count'] = $rfqStats['qcr_count'] ?? 0;
+
+        // 2. Get RFQ data separately (only if needed)
         $data['rfq_data'] = $this->RFQModel
             ->where('lead_id', $id)
-            // ->where('type', $type)
             ->where('is_active', 1)
             ->orderBy('id', 'desc')
             ->first();
-        // dd($data);
-
-        $data['rfq_count'] = $this->RFQModel
-            ->where('lead_id', $id)
-            // ->where('type', 1)
-            ->where('is_active', 1)
-            ->countAllResults();
-
-        $data['qcr_count'] = $this->RFQModel
-            ->where('lead_id', $id)
-            ->where('type', 2)
-            ->where('is_active', 1)
-            ->countAllResults();
-
-        // dd(count($data['rfq_data']));
 
         $data['lead_id'] = $id;
+
+        // 3. Optimize lead data query with specific field selection
         $lead_data = $this->leadsModel
             ->select('
-                    leads.*, 
+            leads.id, leads.policy_type_id, leads.lead_type, leads.source_policy_id,
-                    policy_type.question_json, 
+            leads.policy_end_date, leads.lead_form_type, leads.created_by, leads.client_name,
-                    policy_type.policy_type,
+            policy_type.question_json, policy_type.policy_type, policy_type.long_name,
-                    policy_type.long_name, 
             user_profiles.email as created_person_email
         ')
             ->join('policy_type', 'leads.policy_type_id = policy_type.id')
@@ -737,24 +871,114 @@ class LeadsController extends BaseController
             ->where('leads.is_active', 1)
             ->first();
 
-        // dd($lead_data);
+        if (!$lead_data) {
+            // Handle case where lead doesn't exist
+            throw new \Exception('Lead not found');
+        }
 
+        // 4. Conditional query - only fetch if needed
         if ($lead_data['lead_type'] != 1) {
-            $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
+            $client_policy_data = $this->clientPolicyModel
-            if (isset($client_policy_data)) {
+                ->select('policy_terms, placement_json')
+                ->where('is_active', 1)
+                ->where('id', $lead_data['source_policy_id'])
+                ->first();
+
+            if ($client_policy_data) {
                 $data['policy_terms'] = $client_policy_data['policy_terms'];
+
+                // Store for later use in lead_form_type == 2 condition
+                if ($lead_data['lead_form_type'] == 2 && $data['rfq_count'] == 0) {
+                    $data['rfq_data']['json'] = $client_policy_data['placement_json'];
                 }
             }
+        }
+
+        // 5. Cache decoded JSON to avoid multiple decodes
+        $question_json_decoded = !empty($lead_data['question_json'])
+            ? json_decode($lead_data['question_json'], true)
+            : null;
 
         $data['question_json'] = $lead_data['question_json'];
         $data['tab_name'] = $type == 2 ? 'QCR' : 'RFQ';
         $data['page_name'] = $type == 2 ? 'QCR' : 'RFQ';
+        $data['lead_data'] = $lead_data;
+
+        // 6. Parallel/batch data fetching for independent queries
         $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
         $data['userList'] = $this->userModel->getUserListForRFQ();
         $data['exclusiveUserList'] = $this->userModel->getexclusiveUserListForRFQ();
-        $data['lead_data'] = $lead_data;
+        $data['tpa_list'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+        $data['account_manager'] = $this->userModel
+            ->where('is_active', 1)
+            ->where('role', 3)
+            ->findAll();
 
-        $mail_content = '
+        // 7. Define mail templates as constants or config
+        $mail_content = $this->getMailTemplate();
+        $subject = $this->getSubjectTemplate($lead_data);
+
+        // 8. Pre-calculate sum assured only for GPA
+        $data['totalSumAssured'] = ($lead_data['policy_type_id'] == 1) ? $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' => $id]) : [];
+
+        // 9. Transform mail content once
+        $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
+        $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
+        $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
+        $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
+
+        // 10. Combine related queries
+        $data['multi_file_data'] = $this->leadFilesModel
+            ->where('lead_id', $id)
+            ->where('is_active', 1)
+            ->findAll();
+
+        $installment_data['installments'] = $this->leadInstallmentPaymentDetails
+            ->where('lead_id', $id)
+            ->where('is_active', 1)
+            ->findAll();
+
+        // 11. Generate views efficiently
+        $data['lead_data']['installment_data'] = !empty($installment_data['installments'])
+            ? view('rfq/installment_fields', $installment_data)
+            : null;
+
+        $data['attachment_html'] = view('rfq/attachment_files', $data);
+
+        $user_team = $this->userModel
+            ->select("ut.team_id")
+            ->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")
+            ->where("user_profiles.is_active", 1)
+            ->first();
+        $data['user_team'] = $user_team['team_id'] ?? null;
+
+        $data['multi_file_data_html'] = $this->renderFileFields($data['multi_file_data']);
+
+        // 12. Conditional rendering based on lead_form_type
+        if ($lead_data['lead_form_type'] == 1) {
+            $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]);
+            $this->loadLayout('view_rfq.php', $data);
+        } else if ($lead_data['lead_form_type'] == 2) {
+            $data['occupancy'] = $this->occupancyModel->findAll();
+
+            // Use cached decoded JSON
+            if ($question_json_decoded) {
+                $data['policies'] = $question_json_decoded['policies'] ?? [];
+                $data["child_table_data"] = $question_json_decoded['child_table_data'] ?? [];
+            }
+
+            $data['product'] = $lead_data['policy_type'];
+            $data['buisness_type'] = $this->buisnessType;
+            $data['client_type'] = $this->clientType;
+
+            $this->loadLayout('view_rfq_non_eb', $data);
+        }
+    }
+
+    // 13. Extract mail template to separate method for reusability
+    private function getMailTemplate()
+    {
+        return '
             <p>Dear Sir,</p>
             <p>Greetings From Nhance India!</p>
             <p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
@@ -763,70 +987,21 @@ class LeadsController extends BaseController
             <p>Thank You!</p><br>
             <p>Best regards,</p>
             
-            <div style=\"margin: 0; padding: 0; line-height: 1.2;\">
+            <div style="margin: 0; padding: 0; line-height: 1.2;">
                 <div>{{LOGGED_USER_NAME}}</div>
                 <div>Mobile: {{LOGGED_USER_MOBILE}}</div>
             </div>
         
             <img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
         ';
-
-        if ($data['lead_data']['policy_end_date'] != null) {
-            $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}";
-        } else {
-            $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
     }
 
-        if ($lead_data['policy_type_id'] == 1) {
+    // 14. Extract subject template to separate method
-            $data['totalSumAssured'] = $this->handleMemberDataGPATotalSumInsurerFromExcel(['lead_id' =>  $id]);
+    private function getSubjectTemplate($lead_data)
-        } else {
+    {
-            $data['totalSumAssured'] = [];
+        return $lead_data['policy_end_date'] != null
-        }
+            ? "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}} {{POLICY_END_DATE}}"
-
+            : "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
-        $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
-        $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
-
-        $data['placement_mail_content'] = $this->transformMailContent($lead_data, $mail_content, 'Placement');
-        $data['placement_subject'] = $this->transformMailContent($lead_data, $subject, 'Placement');
-
-        $data['multi_file_data'] = $this->leadFilesModel->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
-        $installment_data['installments'] = $this->leadInstallmentPaymentDetails->where('lead_id', $id)->where('is_active', 1)->findAll() ?? null;
-        $data['lead_data']['installment_data'] = view('rfq/installment_fields', $installment_data) ?? null;
-        $data['attachment_html'] = view('rfq/attachment_files', $data) ?? "";
-        $data['user_team'] = $this->userModel->select("ut.team_id")->join("user_teams ut", "ut.user_id = user_profiles.id and ut.is_active = 1")->where("user_profiles.is_active", 1)->first()['team_id'];
-        // dd($data);
-
-        if ($data['lead_data']['lead_form_type'] == 1) {
-            $data['demogrphy_html_data'] = $this->generateDemographyDataTable(['lead_id' => $id]);
-            $this->loadLayout('view_rfq.php', $data);
-        } else if ($data['lead_data']['lead_form_type'] == 2) {
-
-            $data['occupancy'] = $this->occupancyModel->findAll();
-            // dd($data['occupancy']);
-
-            if ($lead_data['lead_type'] != 1 && $data['rfq_count'] == 0) {
-                $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('id', $lead_data['source_policy_id'])->first();
-                if (isset($client_policy_data)) {
-
-                    $data['rfq_data']['json'] = $client_policy_data['placement_json'];
-                }
-            }
-
-            if (!empty($data['question_json'])) {
-                $data['policies'] = json_decode($data['question_json'], true)['policies'];
-                $data["child_table_data"] = json_decode($data['question_json'], true)['child_table_data'];
-            }
-
-            $data['product'] = $this->leadsModel->select("policy_type.policy_type")->join('policy_type', 'leads.policy_type_id = policy_type.id')->where('leads.id', $id)->first()['policy_type'];
-            // $data['lead_register_data'] = json_decode($data['lead_data']['custom_fields']);
-            // dd($data['lead_register_data']);
-            // $data['entity_type'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
-            $data['buisness_type'] = $this->buisnessType;
-
-            // dd($data);
-            $data['client_type'] = $this->clientType;
-            $this->loadLayout('view_rfq_non_eb', $data);
-        }
     }
 
     public function savePolicyInfo()
@@ -1454,20 +1629,22 @@ class LeadsController extends BaseController
                     'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
                 ];
             }
+            
         } else {
+
             if (in_array($rfq_data['policy_type_id'], [2, 3, 4, 5])) {
                 $lead_data = [
 
                     'Insured' => $rfq_data['client_name'],
                     'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
 
-                    'No of Employees at Inception' => $rfq_data['incept_emp_count'],
+                    // 'No of Employees at Inception' => $rfq_data['incept_emp_count'],
-                    'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
+                    // 'No of Dependents at Inception' => $rfq_data['incept_dept_count'],
-                    'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
+                    // 'Total Lives at Inception ' => $rfq_data['incept_no_of_lives'],
 
-                    'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
+                    // 'No of Employees at Expiry' => $rfq_data['exp_emp_count'],
-                    'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
+                    // 'No of Dependents at Expiry' => $rfq_data['exp_dept_count'],
-                    'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
+                    // 'Total Lives at Expiry ' => $rfq_data['exp_no_of_lives'],
 
                     'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
                     'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
@@ -1476,30 +1653,32 @@ class LeadsController extends BaseController
                     'Period of Insurance ' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
                     'Insurer' => $rfq_data['insurer_name'] ?? " - ",
                     'TPA' => $rfq_data['tpa_name'] ?? " - ",
-                    'Policy Run Days' => $rfq_data['policy_run_days'],
+
-                    'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
+                    // 'Policy Run Days' => $rfq_data['policy_run_days'],
-                    'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
+                    // 'Inception Premium' => formatIndianCurrency($rfq_data['premium_at_inception']),
-                    'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
+                    // 'Premium as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['premium_date']),
-                    'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
+                    // 'Earned Premium' => formatIndianCurrency(intval($rfq_data['earned_premium'])),
-                    'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
+                    // 'Incurred Claims as on (' . date('d-m-Y', strtotime($rfq_data['incurred_claims_date'])) . ')' => formatIndianCurrency($rfq_data['incurred_claims']),
-                    'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
+                    // 'Annualised Claims' => formatIndianCurrency(intval($rfq_data['annualised_claims'])),
-                    'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
+                    // 'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'] . " %",
+                    // 'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'] . " %",
                 ];
             } else if (in_array($rfq_data['policy_type_id'], [1, 6, 7])) {
+
                 $lead_data = [
                     'Insured' => $rfq_data['client_name'],
                     'No of Employees at Inception' => $rfq_data['incept_emp_count'],
-                    'Total Lives at Inception' => $rfq_data['total_lives_at_incept'],
                     'Total Sum Insured at Inception' => $rfq_data['total_si_at_incept'],
                     'Premium at inception' => $rfq_data['premium_at_incept'],
-                    'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
-                    'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
                     'Policy Period' => !empty($rfq_data['policy_start_date']) && !empty($rfq_data['policy_end_date']) ? date('d-m-Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d-m-Y', strtotime($rfq_data['policy_end_date'])) : "To be decided",
-                    // 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
-                    // 'TPA' => $rfq_data['tpa_name'] ?? " - ",
                     'Policy Type' => $this->leadType[$rfq_data['lead_type']] ?? "",
                     'Existing Insurer' => $rfq_data['insurer_name'],
-                    // 'TPA ' => $rfq_data['tpa_name'],
+                    'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
+                    'Total Sum Insured at Renewal' => $rfq_data['total_si_at_renewal'],
+                    'Claims Experience for last 3 years' => "Mentioned in Claims sheet",
+                    // 'Insurer' => $rfq_data['insurer_name'] ?? " - ",
+                    // 'TPA' => $rfq_data['tpa_name'] ?? " - ",
+                    // 'Total Lives at Inception' => $rfq_data['total_lives_at_incept'],
                 ];
             }
         }
@@ -2827,6 +3006,22 @@ class LeadsController extends BaseController
             }
         }
 
+        if($recipient_type == 'placement' && isset($params['acm_email']) && !empty($params['acm_email'])){
+
+            $common['mail_type'] = "internal acm";
+            $acm_mail_content = '
+                <p>Dear Sir,</p>
+                <p>The placement for the <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong> has been successfully won.</p>
+                <p>Please proceed with the next steps accordingly.</p>
+                <p>Thank You!</p><br>
+                <p>Best regards,</p>
+
+                <img src="{{LOGO_PATH}}" alt="Nhance Logo" width="100" style="margin-top:10px;">
+            ';
+            $acm_mail_content = $this->transformMailContent($lead_data, $acm_mail_content, $data['page_name'] = 'QCR');
+            $res = MailHelper::send_email(['from_mail' => $from_mail, 'mail' => $params['acm_email'], 'subject' => $subject, 'message' => $acm_mail_content, 'attachments' => $attachments, 'common' => $common]);
+        }
+
         $is_placement = false;
         if ($recipient_type == 'placement') {
 
@@ -2852,8 +3047,16 @@ class LeadsController extends BaseController
                 'cd_amount' => $params['cd_amount'] ?? null,
                 'no_of_installment' => $params['no_of_installment'] ?? null,
                 'is_installment' => $params['is_installment'] ?? null,
+                'is_installment' => $params['is_installment'] ?? null,
+                'acm_id' => $params['acm_pk'] ?? null,
             ];
 
+            if(isset($params['tpa_id']) && !empty($params['tpa_id'])){
+                list($tpaBranchId, $tpaId) = explode('-', $params['tpa_id']);
+                $data['tpa_branch_id'] = $tpaBranchId;
+                $data['tpa_id']        = $tpaId;
+            }
+
             $this->leadsModel->where('id', $lead_id)->set($data)->update();
 
             if (isset($params['installments']) && !empty($params['installments'])) {
@@ -3641,7 +3844,7 @@ class LeadsController extends BaseController
         $this->loadLayout('view_rfq_non_eb');
     }
 
-    // get lead data for edit bot EB and NON-EB
+    // get lead data for edit both EB and NON-EB
     public function getLeadNonEB($type, $id = null)
     {
         // Set basic data
@@ -4901,7 +5104,7 @@ class LeadsController extends BaseController
 
             $lower_headers = array_map('strtolower', $members_heading);
             foreach ($lower_headers as $index => $header) {
-                if (preg_match('/^sa\s*-\s*option\s*\d*$/i', $header)) {
+                if (preg_match('/^(sa\s*-\s*option|proposed\s+sum\s+insured)\s+\d+$/i', $header)) {
                     $column_name = $members_heading[$index];
                     $sum = 0;
 
@@ -5168,5 +5371,182 @@ class LeadsController extends BaseController
         return ['status' => true, "data" => $reminder_sended_lead];
     }
 
+    public function uploadMultiFileFromRfq()
+    {
+        try {
+
+            $this->myLogger->logme('error', "uploadMultiFileFromRfq START");
+            $this->myLogger->logme('error', "Files received: " . json_encode($this->request->getPost() ?? []));
+
+            $lead_id = $this->request->getPost('lead_id');
+            $lead_form_type = $this->request->getPost('lead_form_type');
+            $leads_file_primary_key = $this->request->getPost('leads_file_id') ?? [];
+            $docs_name = $this->request->getPost('docs_name') ?? [];
+            $files = $this->request->getFileMultiple('file_name');
+
+            if (empty($files) || empty($docs_name)) {
+                $this->myLogger->logme('error', "No files or document names provided");
+                return $this->respond([
+                    'status' => false,
+                    'code'   => 400,
+                    'message' => 'No files or document names provided'
+                ], 400);
+            }
+
+            // Upload process
+            $multi_file_data = $this->uploadMultiFiles($files, $docs_name, $leads_file_primary_key) ?? [];
+
+            $this->myLogger->logme('error', "uploadMultiFiles result: " . json_encode($multi_file_data ?? []));
+
+            if (!empty($multi_file_data)) {
+                $this->insertMultiFilesData($multi_file_data, $lead_id, $lead_form_type);
+                $this->myLogger->logme('error', "Files inserted successfully into DB");
+
+                // update lead file name if change
+                if(isset($multi_file_data[0]['file_name']) && !empty($multi_file_data[0]['file_name'])){
+                    $this->leadsModel->where('id', $lead_id)->set('file_name', $multi_file_data[0]['file_name'])->update();
+                }
+
+            } else {
+                $this->myLogger->logme('error', "uploadMultiFiles returned empty");
+            }
+
+
+            // Get the updated lead file data
+            $lead_file_data = $this->leadFilesModel
+                ->where('is_active', 1)
+                ->where('lead_id', $lead_id)
+                ->findAll();
+
+            $this->myLogger->logme('error', "Fetched " . count($lead_file_data) . " lead file records");
+
+            $document_data = $this->renderFileFields($lead_file_data);
+            $attch_data['multi_file_data'] =  $lead_file_data;
+            $attachment_html = view('rfq/attachment_files', $attch_data) ?? "";
+
+            $this->myLogger->logme('error', "uploadMultiFileFromRfq END");
+
+            return $this->respond([
+                'status'         => true,
+                'code'           => 200,
+                'message'        => "File uploaded Successfully",
+                'document_data'  => $document_data,
+                'attachment_html' => $attachment_html,
+            ], 200);
+
+        } catch (\Throwable $e) {
+
+            $errorDetails = [
+                'error_message' => $e->getMessage(),
+                'file'          => $e->getFile(),
+                'line'          => $e->getLine(),
+                'stack_trace'   => $e->getTraceAsString(),
+            ];
+
+            // Catch any error/exception and log with trace
+            $this->myLogger->logme('error', "Exception in uploadMultiFileFromRfq: " . json_encode($errorDetails));
+
+            return $this->respond([
+                'status'  => false,
+                'code'    => 500,
+                'message' => "File upload failed: " . $e->getMessage(),
+                'errorDetails'    => $errorDetails,
+            ], 500);
+        }
+    }
+
+
+    function renderFileFields($multi_file_data = [])
+    {   
+        $uploadFilePath = WRITEPATH . 'uploads/lead_files/';
+        $html = '';
+
+        // If data exists (edit mode)
+        if (!empty($multi_file_data)) {
+
+            foreach ($multi_file_data as $index => $value) {
+
+                $sample_dwn_link = '&nbsp;[ <a href="' . base_url("util/downloadMemberFile/") . $value['file_name'] . '" data-toggle="tooltip" data-placement="top" title="Download Member List" target="_blank">Download</a> ]';
+                $isFirstField = ($index === 0);
+                $placeholder = $isFirstField ? 'First file must be Demography.' : '';
+                $first_file_name = $isFirstField ? 'Member List' : '';
+                $member_data_link = $isFirstField ? $sample_dwn_link : '';
+                $read_only = $isFirstField ? 'readonly' : '';
+                $accept = $isFirstField ? '.xls,.xlsx' : '';
+                $displayIndex = $index + 1;
+
+                $html .= '
+                <div class="form-row d-flex align-items-end" id="fileField_' . $displayIndex . '">
+                    <input type="hidden" name="leads_file_id[]" value="' . htmlspecialchars($value['id']) . '" id="file_id_' . $displayIndex . '">
+
+                    <div class="form-group col-md-5">
+                        <label>Document Name</label>
+                        <input type="text" class="form-control" name="docs_name[]" 
+                            placeholder="' . $placeholder . '" 
+                            value="' . htmlspecialchars(!empty($first_file_name) ? $first_file_name : $value['docs_name']) . '" id="docs_name_' . $displayIndex . '" '.$read_only.'>
+                    </div>
+
+                    <div class="form-group col-md-5">
+                        <label>
+                            File Upload<br>
+                            <small id="file_name_display_' . $displayIndex . '" class="text-muted">' . 
+                            (!empty($value['file_name']) ? htmlspecialchars($value['file_name']) : 'No file chosen') . 
+                            '</small> '.$member_data_link.'
+                        </label>
+                        <input type="file" class="form-control" id="file_name_' . $displayIndex . '" 
+                            name="file_name[]" accept="' . $accept . '" 
+                            onchange="showFileName(this, ' . $displayIndex . ')">
+                    </div>
+
+                    <div class="col-md-2" style="position: relative; bottom: 16px;">
+                        <button type="button" class="btn btn-danger" onclick="removeFileField(' . $displayIndex . ', ' . htmlspecialchars($value['id']) . ')">x</button>
+                        <button type="button" class="btn btn-primary" onclick="addFileField()">+</button>
+                    </div>
+                </div>';
+            }
+        } else {
+            // Default (add mode)
+            $html .= '
+            <div class="form-row d-flex align-items-end" id="fileField_1">
+                <input type="hidden" name="leads_file_id[]" value="">
+
+                <div class="form-group col-md-5">
+                    <label>Document Name</label>
+                    <input type="text" class="form-control" name="docs_name[]" 
+                        placeholder="First file must be Demography." id="docs_name_1">
+                </div>
+
+                <div class="form-group col-md-5">
+                    <label>
+                        File Upload<br>
+                        <small id="file_name_display_1" class="text-muted">No file chosen</small>
+                    </label>
+                    <input type="file" class="form-control" id="file_name_1" 
+                        name="file_name[]" accept=".xls,.xlsx" onchange="showFileName(this, 1)">
+                </div>
+
+                <div class="col-md-2" style="position: relative; bottom: 16px;">
+                    <button type="button" class="btn btn-danger" onclick="removeFileField(1, \'\')">x</button>
+                    <button type="button" class="btn btn-primary" onclick="addFileField()">+</button>
+                </div>
+            </div>';
+        }
+
+        return $html;
+    }
+
+    public function downloadMemberFile($fileName)
+    {
+        $filePath = WRITEPATH . 'uploads/lead_files/' . $fileName;
+
+        if (!file_exists($filePath)) {
+            $data['message'] = 'The Physical File Not Found';
+            echo view('errors/404', $data);
+        }
+
+        // force download
+        return $this->response->download($filePath, null);
+    }
+
 
 }

app/Controllers/PolicyTransactionController.php

@@ -1243,7 +1243,8 @@ class PolicyTransactionController extends BaseController
         $issue_type = $this->policyTransactionModel
             ->where('action_type', 'inception')
             ->where('client_id', $this->request->getPost('client_id'))
-            ->where('client_policy_id', $this->request->getPost('client_policy_id'))
+            // ->where('client_policy_id', $this->request->getPost('client_policy_id'))
+            ->where('id', $this->request->getPost('client_policy_id'))
             ->where('policy_transaction.is_active', 1)
             ->first();
 
@@ -3062,9 +3063,28 @@ class PolicyTransactionController extends BaseController
 
         $clientIds = array_column($clients, 'id');
 
-        $policies = $this->clientPolicyModel
+        // $policies = $this->clientPolicyModel
+        //     ->select("
+        //             client_policy.*, 
+        //             policy_type.policy_type,
+        //             policy_type.ebp,
+        //             policy_type.etp,
+        //             policy_type.iep,
+        //             policy_type.itp,
+        //             policy_type.bap,
+        //             policy_type.allocg,
+        //             DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
+        //             DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
+        //         ")
+        //     ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+        //     ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
+        //     ->whereIn('client_policy.client_id', $clientIds)
+        //     ->where('client_policy.is_active', 1)
+        //     ->findAll();
+
+        $policies = $this->policyTransactionModel
             ->select("
-                    client_policy.*, 
+                    policy_transaction.*, 
                     policy_type.policy_type,
                     policy_type.ebp,
                     policy_type.etp,
@@ -3072,13 +3092,13 @@ class PolicyTransactionController extends BaseController
                     policy_type.itp,
                     policy_type.bap,
                     policy_type.allocg,
-                    DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
+                    DATE_FORMAT(policy_transaction.policy_start_date, '%d/%m/%Y') as policy_start_date,
-                    DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
+                    DATE_FORMAT(policy_transaction.policy_end_date, '%d/%m/%Y') as policy_end_date
                 ")
-            ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+            ->join('policy_type', 'policy_type.id = policy_transaction.policy_type_id')
-            ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
+            ->whereIn('policy_transaction.client_id', $clientIds)
-            ->whereIn('client_policy.client_id', $clientIds)
+            ->where('policy_transaction.is_active', 1)
-            ->where('client_policy.is_active', 1)
+            ->where('policy_transaction.action_type', "inception")
         ->findAll();
 
         foreach ($policies as $policy) {

app/Controllers/RestAuthenticationController.php

@@ -503,14 +503,14 @@ class RestAuthenticationController extends AdminController
                 log_message('error', '  '); 
                 log_message('error', '************************ POST END ********************************');
                 log_message('error', '  '); 
-                return $this->respond(['status' => 'failed','code' => 404,'data' => []],200);
+                return $this->respond(['status' => 'failed','code' => 404,'data' => "", 'message' => 'No data found'],200);
             }
         } catch (\Exception $e) {
             $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - getVerifiedUserData: Exception: " . $e->getMessage() . " --- Line: " . $e->getLine() .  " --- Trace: " . $e->getTraceAsString());
             log_message('error', '  ');
             log_message('error', ' ************************************* POST END **************************************** ');
             log_message('error', '  ');
-            return $this->respond(['status' => 'failed','code' => 500,'data' =>[], 'error' => $e->getMessage()],500);
+            return $this->respond(['status' => 'failed','code' => 500,'data' => "", 'message' => $e->getMessage()],500);
         }
     }
 
@@ -862,7 +862,7 @@ class RestAuthenticationController extends AdminController
             log_message('error', '  ');
             log_message('error', ' ************************************* POST END **************************************** ');
             log_message('error', '  ');
-            return $this->respond(['status' => 'failed','code' => 500,'data' => $th],500);
+            return $this->respond(['status' => 'failed','code' => 500,'data' => "", 'message' => $th],500);
         }
     }
 
@@ -966,7 +966,7 @@ class RestAuthenticationController extends AdminController
             log_message('error', '  ');
             log_message('error', ' ************************************* POST END **************************************** ');
             log_message('error', '  ');
-            return $this->respond(['status' => 'failed','code' => 500,'data' => $th],500);
+            return $this->respond(['status' => 'failed','code' => 500,'data' => "", 'message' => $th],500);
         }
     }
 
@@ -1200,13 +1200,13 @@ class RestAuthenticationController extends AdminController
                 log_message('error', '  ');
                 log_message('error', ' ************************************* POST END **************************************** ');
                 log_message('error', '  ');
-                return $this->respond(['status' => 'success','code' => 200,'data' => "Mpin - exist" , 'Mpin' =>$employeeData["mpin"], 'is_mpin_skipped' => $employeeData['is_mpin_skipped'], 'is_biometric_enabled' => $employeeData['is_biometric_enabled']],200);
+                return $this->respond(['status' => 'success','code' => 200,'data' => "", 'message' => "Mpin - exist" , 'Mpin' =>$employeeData["mpin"], 'is_mpin_skipped' => $employeeData['is_mpin_skipped'], 'is_biometric_enabled' => $employeeData['is_biometric_enabled']],200);
             } else {
                 $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - checkMpin: Mpin - not found");
                 log_message('error', '  ');
                 log_message('error', ' ************************************* POST END **************************************** ');
                 log_message('error', '  ');
-                return $this->respond(['status' => 'failed','code' => 404,'data' => "Mpin - not found", 'Mpin' =>null],200);
+                return $this->respond(['status' => 'failed','code' => 404,'data' => "", 'message' => "Mpin - not found", 'Mpin' =>null],200);
             }
 
         } catch (\Exception $e) {
@@ -1215,7 +1215,7 @@ class RestAuthenticationController extends AdminController
             log_message('error', ' ************************************* POST END **************************************** ');
             log_message('error', '  ');
 
-            return $this->respond(['status' => 'failed','code' => 500,'data' => $e->getMessage()],500);
+            return $this->respond(['status' => 'failed','code' => 500,'data' => "", 'message' => $e->getMessage()],500);
         }
     }
 

app/Controllers/TestingController.php

@@ -5,6 +5,7 @@ namespace App\Controllers;
 use App\Controllers\BaseController;
 use App\Models\EmployeePolicyModel;
 use App\Models\InsurerBranchModel;
+use App\Models\RFQModel;
 use CodeIgniter\HTTP\ResponseInterface;
 use CodeIgniter\API\ResponseTrait;
 use Dompdf\Dompdf;
@@ -313,4 +314,36 @@ class TestingController extends BaseController
         return $html;
     }
 
+    public function viewRFQNonEb()
+    {   
+        $insurerBranchModel = new InsurerBranchModel();
+        $data['page_name'] = "RFQ NON EB";
+        $data['insurer'] = $insurerBranchModel->getInsurerBranchesWithInsurerNames();
+        // dd($data);
+        return $this->loadLayout('view_rfq_non_eb_new', $data);
+    }
+
+    public function saverfq(){
+        $json = $this->request->getPost('json');
+        $json = json_encode($json);
+        print_r($json);
+
+        // $data['lead_id'] = 10000;
+        // $data['json'] = $json;
+        // $rfq = new RFQModel();
+
+        // $rfq->insert($data);
+    }
+
+    public function exportExcel()
+    {
+        $rfq = new RFQModel();
+        $policy_data = $rfq->where('lead_id', 10000)->first();
+        // print_rr($policy_data['json']); die;
+        $policy_data = json_decode($policy_data['json'], true);
+        $policy_data = array_slice($policy_data, 0, -2);
+        print_rr($policy_data); die;
+        dd($policy_data); 
+    }
+
 }

app/Models/LeadsModel.php

@@ -105,6 +105,7 @@ class LeadsModel extends Model
         'next_reminder_date',
         'is_insurer_auto_mail',
         'quote_received_insurer',
+        'acm_id',
     ];
 
 

app/Views/layout/header.php

@@ -1752,7 +1752,7 @@
                     <?php } ?>
 
                         <!-- Masters -->
-                    <?php if (get_role_id() == 1 || get_role_id() == 5) { ?>
+                        <?php if (get_role_id() == 1 || get_role_id() == 5 || get_role_id() == 4) { ?>
 
                         <li class="li-seperate" id="masters-li">
                             <a href="#sidebarPolicies" data-toggle="collapse" class=" img-inactive">
@@ -1760,11 +1760,20 @@
                                     src="<?= base_url() . "public"; ?>/assets/images/masters_sb.png" alt="Logo" height="20">
                                     <span> Masters </span>
                                 </a>
-                            <div class="collapse" id="sidebarPolicies">
+                                <div class="collapse" id="sidebarDashboards">
                                     <ul class="nav-second-level">
+
+                                        <?php if (get_role_id() == 1 || get_role_id() == 5 || ( get_role_id() == 4 && (in_array(BUSINESS_SUPPORT_TEAM_ID, user_team()) || in_array(SALES_TEAM_ID, user_team())))) { ?>
+
                                             <li>
                                                 <a href="<?= base_url('/master/insurer/list') ?>">Insurer</a>
                                             </li>
+
+                                        <?php } ?>
+
+
+                                        <?php if (get_role_id() == 1 || get_role_id() == 5) { ?>
+
                                             <li>
                                                 <a href="<?= base_url('/master/tpa/list') ?>">TPA</a>
                                             </li>
@@ -1783,6 +1792,9 @@
                                             <li>
                                                 <a href="<?= base_url('/user/list') ?>"> Users </a>
                                             </li>
+
+                                        <?php } ?>
+
                                     </ul>
                                 </div>
                             </li>

app/Views/leads_form_handler.php

@@ -189,7 +189,7 @@ if (isset($selected_lead_type)) {
         $('#leads_form').hide()
     }
 
-    function getClientAndBranchAndPolicy() {
+    function getClientAndBranchAndPolicy(append = true) {
 
         console.log('getClientAndBranchAndPolicy function called')
 
@@ -204,7 +204,9 @@ if (isset($selected_lead_type)) {
                     client_list = res.client_data;
                     branch_list = res.branch_data;
                     policy_list = res.policy_data;
+                    if(append == true){
                         appendClients(res.client_data);
+                    }
                 } else {
                     console.log('No data found');
                 }
@@ -217,7 +219,7 @@ if (isset($selected_lead_type)) {
         });
     }
 
-    function appendClients(data) {
+    function appendClients(data, client_id = null) {
         // console.log("lead_type",lead_type.value);
 
         $('#client_id').empty();
@@ -238,6 +240,7 @@ if (isset($selected_lead_type)) {
         }));
 
         $.each(data, function(index, item) {
+            if(item.client_type == 1){
                 var option = $('<option>', {
                     value: item.id,
                     text: item.client_name,
@@ -248,12 +251,17 @@ if (isset($selected_lead_type)) {
                     class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
                 });
 
+                if (client_id == item.id) {
+                    option.attr('selected', true);
+                }
+
                 $('#client_id').append(option);
+            }
         });
 
     }
 
-    function appendBranch(data) {
+    function appendBranch(data, branch_id = null) {
 
         $('#client_branch_id').empty();
 
@@ -268,6 +276,11 @@ if (isset($selected_lead_type)) {
                 value: item.id,
                 text: item.branch_name
             });
+
+            if (branch_id == item.id) {
+                option.attr('selected', true);
+            }
+
             $('#client_branch_id').append(option);
         });
     }
@@ -334,6 +347,8 @@ if (isset($selected_lead_type)) {
             $("#client_short_name").val(shortName);
 
             if (client_id == 'add_client') {
+
+                $(this).val("").select2();
                 // alert("Hello");
                 var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
                 myModal.show();

app/Views/newClientModal-old.php

@@ -0,0 +1,312 @@
+<!-- Client form content modal-->
+<div class="modal fade" id="upload_enrollment_model" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
+    <div class="modal-dialog modal-dialog-centered">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="myCenterModalLabel">Add New Client</h4>
+                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body" style="overflow-y: auto;height: 90vh;">
+                <form class="parsley-examples" method="post" id="client_form" enctype="multipart/form-data">
+                    <div class="form-group">
+                        
+                        <div class="form-row">
+                            <div class="form-group col-md-12">
+                                <label for="client_name">Client Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="client_name" name="client_name" required>
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Client Short name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="short_name" name="short_name" onkeyup="validateInputForClient(this, 'clients', 'short_name')" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="cost_center">PAN</label>
+                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInputForClient(this, 'clients', 'pan')">
+                            </div>
+                        </div>
+
+                        <hr>
+
+                        <!-- Client Type -->
+                        <div class="form-row clienttypediv" style="display: none;">
+
+                            <div class="form-group col-md-6">
+                                <label for="dob">Date of Birth<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="dob" placeholder="DD/MM/YYYY" name="dob" >
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="cost_center">Mobile<span class="text-danger"></span></label>
+                                <input type="text" class="form-control" id="phone" placeholder="Enter Mobile Number" maxlength="10" name="phone"
+                                onkeypress="return onlyNumbers(event)" onchange="validateInputForClient(this, 'clients', 'phone')">
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="email2">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email2" placeholder="Enter Email" name="email2">
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="aadhar">Aadhar</label>  
+                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInputForClient(this, 'clients', 'aadhar')">
+                            </div>
+
+                        </div>
+
+                        <!-- branch -->
+                        <div class="form-row branchdiv">
+
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Entity Type<span class="text-danger"></span></label>
+                                <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
+                                    <option value="" selected>Select Entity</option>
+                                    <?php
+                                        if (isset($entity) && count($entity)) {
+                                            foreach ($entity as $key => $value) {
+                                                echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
+                                            }
+                                        }
+                                    ?>
+                                </select>                            
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="client_name">Branch Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_name" name="branch_name" required>
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_code" name="branch_code" required>
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="name" name="name" required>
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)" required>
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="email">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="gst">GST<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="gst" placeholder="Enter GST Number" oninput="validateInputForClient(this, 'client_branch', 'gst')"
+                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst" data-parsley-trigger="change" data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
+                            </div>
+
+                        </div>
+
+                    </div>
+                    <div class="form-group text-right m-b-0" id="hide_smbt_btn">
+                        <button type="submit" id="client_add_modal_submit_btn" class="btn btn-primary waves-effect waves-light mr-1 your">Submit</button>
+                    </div>
+                </form>
+            </div>
+        </div><!-- /.modal-content -->
+    </div><!-- /.modal-dialog -->
+</div>
+
+<script>
+    let isGSTValidating = false;
+    let isGSTValid = false;
+
+    function validateInputForClient(input, table, field) {
+
+        let owner_type = $('#Owner_type').val();
+        let client_type = $('#client_type').val();
+
+        console.log('owner_type', owner_type);
+        console.log('client_type', client_type);
+
+        if((client_type == 2 || owner_type == 2) && field == 'short_name'){
+            return;
+        }
+
+        let value = $(input).val();
+        if (!value) return;
+
+        let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
+        let message = label ? label + " already exists!" : "Value is duplicate!";
+
+        // Set validating state
+        isGSTValidating = true;
+        isGSTValid = false;
+        $('#hide_smbt_btn button').prop('disabled', true);
+
+        checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
+            isGSTValidating = false;
+            if (isDuplicate) {
+                toastr.warning(message, 'WARNING');
+                // $(input).val('');
+                isGSTValid = false;
+                $('#client_add_modal_submit_btn').prop('disabled', true);
+            } else {
+                isGSTValid = true;
+                $('#client_add_modal_submit_btn').prop('disabled', false);
+            }
+        });
+
+        $('#hide_smbt_btn button').prop('disabled', false);
+    }
+
+
+
+    $("#client_form").submit(function(event) {
+
+        event.preventDefault();
+    
+        // If GST is currently validating, wait for it to complete
+        if (isGSTValidating) {
+            if($('#Owner_type').val() ==  1){
+                toastr.info('Please wait while we validate your GST number...', 'Validating');
+                return;
+            }else if ($('#client_type').val() ==  1){
+                toastr.info('Please wait while we validate your GST number...', 'Validating');
+                return;
+            }
+        }
+        
+        // If GST validation failed, prevent submission
+        if ($('#gst').val() && !isGSTValid) {
+            toastr.warning('Please fix the GST number before submitting', 'Validation Error');
+            return;
+        }
+
+        let form_type =  $(this).data('id') || 0;
+
+        console.log('onsubmit event', this);
+        console.log('onsubmit event get data value',form_type);
+        console.log('client_type', $('#client_type').val());
+
+        event.preventDefault(); 
+
+
+        $('#aadhar').attr('data-parsley-required', 'false');
+        $('#aadhar').removeAttr('required');
+
+        if($('#Owner_type').val() ==  2){
+            $('#gst').removeAttr('required');
+        }
+
+        var isValid = $('#client_form').parsley().validate();    
+
+        if (!isValid) {
+            var emptyFieldIds = [];
+
+            $('#client_form').parsley().fields.forEach(function(field) {
+                if (!field.isValid()) {
+                    var elem = field.$element;
+                    var id = elem.attr('id') || elem.attr('name');
+                    emptyFieldIds.push(id);
+                }
+            });
+
+            console.log('Empty/Invalid Fields:', emptyFieldIds);
+            return;
+        }
+
+        isClientFormSubmitting = true;
+
+        form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        var client_type = $('#client_type').val() || $('#Owner_type').val() || 1;
+        console.log('client_type:', client_type);
+
+        //FORM Data
+        var formData = new FormData($('#client_form')[0]);
+        formData.append('client_type', client_type);
+        console.log("formData : ",formData);
+        // return
+        $.ajax({
+            data:formData,
+            url: form_action,
+            type: "POST",
+            dataType: 'json',
+            processData: false,
+            contentType: false,
+            success: function(res) {
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+                console.log('create_Client_With_Minimal_Data', res)
+
+                if(res.status == true){
+                    getClientAndBranchAndPolicy(res.client_id, res.branch_id);
+
+                    if(form_type != 1){
+
+                        setTimeout(function(){
+
+                            $('#client_id').val(res.client_id).change();
+                            $('#client_id').prepend($('<option>', {
+                                value: 'add_client',
+                                text: '+ Add Client'
+                            }));
+
+                            setTimeout(function(){
+                                
+                                $('#client_branch_id').val(res.branch_id).change();
+                                $('.loader').fadeOut();
+                                $('.loader-mask').delay(350).fadeOut('slow');
+
+                            }, 1000)
+                            
+                        }, 3000)
+
+                    }else{
+
+                        console.log("Couldn't Add Client","Error");
+                    }
+
+                    toastr.success(res.message, 'Success');
+
+                }else{
+                    toastr.error(res.message, 'Error');
+                }
+
+                $('#client_form')[0].reset();
+                $('.close').click();
+
+                if(form_type == 1){
+
+                    var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
+                    myModal.show();
+
+                    $('#client_form').removeAttr('data-id');
+
+                    // Load form data into #vehicle_form from localStorage
+                    setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
+                    
+                    setTimeout(function(){
+                        $('#owner').val(res.client_id).change();
+                        $('#owner_branch').val(res.branch_id).change();
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                    }, 2000)
+                }
+
+                isClientFormSubmitting = false;
+            },
+            error: function (xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                isClientFormSubmitting = false;
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+        });
+    });
+
+</script>

app/Views/newClientModal.php

@@ -57,7 +57,7 @@
                         <div class="form-row branchdiv">
 
                             <div class="form-group col-md-12">
-                                <label for="short_name">Entity Type<span class="text-danger">*</span></label>
+                                <label for="short_name">Entity Type<span class="text-danger"></span></label>
                                 <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
                                     <option value="" selected>Select Entity</option>
                                     <?php
@@ -72,22 +72,22 @@
 
                             <div class="form-group col-md-6">
                                 <label for="client_name">Branch Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_name" name="branch_name">
+                                <input type="text" class="form-control" id="branch_name" name="branch_name" required>
                             </div>
 
                             <div class="form-group col-md-6">
                                 <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_code" name="branch_code">
+                                <input type="text" class="form-control" id="branch_code" name="branch_code" required>
                             </div>
 
                             <div class="form-group col-md-6">
                                 <label for="branch_code">Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="name" name="name">
+                                <input type="text" class="form-control" id="name" name="name" required>
                             </div>
 
                             <div class="form-group col-md-6">
-                                <label for="branch_code">Mobile<span class="text-danger"></span></label>
+                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)">
+                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)" required>
                             </div>
                             <div class="form-group col-md-12">
                                 <label for="email">Email<span class="text-danger">*</span></label>
@@ -113,6 +113,7 @@
 </div>
 
 <script>
+
     let isGSTValidating = false;
     let isGSTValid = false;
 
@@ -155,8 +156,6 @@
         $('#hide_smbt_btn button').prop('disabled', false);
     }
 
-
-
     $("#client_form").submit(function(event) {
 
         event.preventDefault();
@@ -224,7 +223,7 @@
         //FORM Data
         var formData = new FormData($('#client_form')[0]);
         formData.append('client_type', client_type);
-        console.log("formData : ",formData);
+        
         // return
         $.ajax({
             data:formData,
@@ -235,37 +234,38 @@
             contentType: false,
             success: function(res) {
 
-                $('.loader').fadeOut();
-                $('.loader-mask').delay(350).fadeOut('slow');
-
                 console.log('create_Client_With_Minimal_Data', res)
 
                 if(res.status == true){
-                    getClientAndBranchAndPolicy(res.client_id, res.branch_id);
 
-                    if(form_type != 1){
+                    getClientAndBranchAndPolicy(false);
 
-                        setTimeout(function(){
+                    appendClients(res.clients, res.client_id);
+                    appendBranch(res.branches, res.branch_id);
 
-                            $('#client_id').val(res.client_id).change();
+                    $('#gst').val(res.data.gst);
-                            $('#client_id').prepend($('<option>', {
+                    $('#branch_name').val(res.data.branch_name);
-                                value: 'add_client',
+                    $('#branch_code').val(res.data.branch_code);
-                                text: '+ Add Client'
+                    $('#contact_person_mobile').val(res.data.mobile);
+                    $('#contact_person_email').val(res.data.email);
+
+                    $('#contact_person_summary').empty();
+                    $('#contact_person_summary').append($('<option>', {
+                        value: "",
+                        text: "Select a Contact"
                     }));
 
-                            setTimeout(function(){
+                    if (res.data.name && res.data.email) {
 
-                                $('#client_branch_id').val(res.branch_id).change();
+                        // let display_value = `${res.data.name} - ${res.data.email} - ${res.data.mobile}`;
-                                $('.loader').fadeOut();
+                        let display_value = res.data.name;
-                                $('.loader-mask').delay(350).fadeOut('slow');
 
-                            }, 1000)
+                        $('#contact_person_summary').append($('<option>', {
+                            value: 0, // index or key in array/object
+                            text: display_value,
+                            selected: true
+                        }));
 
-                        }, 3000)
-
-                    }else{
-
-                        console.log("Couldn't Add Client","Error");
                     }
 
                     toastr.success(res.message, 'Success');
@@ -277,26 +277,9 @@
                 $('#client_form')[0].reset();
                 $('.close').click();
 
-                if(form_type == 1){
-
-                    var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
-                    myModal.show();
-
-                    $('#client_form').removeAttr('data-id');
-
-                    // Load form data into #vehicle_form from localStorage
-                    setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
-                    
-                    setTimeout(function(){
-                        $('#owner').val(res.client_id).change();
-                        $('#owner_branch').val(res.branch_id).change();
-
                 $('.loader').fadeOut();
                 $('.loader-mask').delay(350).fadeOut('slow');
 
-                    }, 2000)
-                }
-
                 isClientFormSubmitting = false;
             },
             error: function (xhr, status, error) {

app/Views/view_rfq.php

@@ -339,6 +339,7 @@
                 <?php } ?>
                 <button id="submitPlacement" class="btn btn-primary" onclick="checkTheTableDataChanged(6)">Placement</button>
                 <button id="viewDemography" class="btn btn-primary" onclick="viewDemography()">Demography</button>
+                <button id="viewDocs" class="btn btn-primary" onclick="viewDocs()">Docs</button>
                 <input type="hidden" id="lead_id" name="lead_id" value="<?= isset($lead_id) ? $lead_id : '' ?>">
                 <input type="hidden" id="rfq_primaryKey" name="rfq_primaryKey" value="<?= isset($rfq_data['id']) ? $rfq_data['id'] : '' ?>">
                 <input type="hidden" id="qcr_count" value="<?= isset($qcr_count) ? $qcr_count : 0 ?>">
@@ -492,7 +493,7 @@
                 <hr>
 
                 <div class="form-group" id="insurer_or_clinet_mail_attachment">
-                    <div class="form-row" >
+                    <div class="form-row attachmet_row">
                         <?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
                     </div>
                 </div>
@@ -565,7 +566,7 @@
                 <hr>
 
                 <div class="form-group" id="internal_mail_attachment">
-                    <div class="form-row" >
+                    <div class="form-row attachmet_row">
                         <?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
                     </div>
                 </div>
@@ -600,6 +601,22 @@
 
                     <div class="form-row">
 
+                        <div class="form-group col-md-3">
+                            <label for="tpa">TPA <span class="text-danger"></span></label>
+                            <select class="form-control" id="tpa_id" name="tpa">
+                                <option value="">Select TPA</option>
+                                <?php if (isset($tpa_list)) { 
+                                    $tpa_id = isset($lead_data['tpa_id']) ? $lead_data['tpa_id'] : "";
+                                    $tpa_branch_id = isset($lead_data['tpa_branch_id']) ? $lead_data['tpa_branch_id'] : "";
+                                    foreach ($tpa_list as $value) { ?>
+                                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>" 
+                                            <?= ($tpa_id == $value['tpa_id'] && $tpa_branch_id == $value['id']) ? 'selected' : '' ?>>
+                                            <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                                        </option>
+                                <?php } } ?>
+                            </select>
+                        </div>
+
                         <div class="form-group col-md-3">
                             <label for="policy_start_date">Policy Start Date</label>
                             <input type="text" class="form-control" id="policy_start_date" name="policy_start_date" placeholder="DD/MM/YYY" value="<?= isset($lead_data['policy_start_date']) ? date('d-m-Y', strtotime($lead_data['policy_start_date'])) : "" ?>">
@@ -617,15 +634,15 @@
 
                         <div class="form-group col-md-3">
                             <label for="is_cd_switch">CD Entry</label>
-                            <input id="is_cd_switch" type="checkbox"  name = "is_cd" value = "1"  data-toggle="toggle" data-on="With CD" data-off="Without CD" data-onstyle="info" data-offstyle="primary" data-style="border" data-width="218" <?= isset($lead_data['is_cd']) && $lead_data['is_cd'] != 1 ? '' : 'checked' ?>>
+                            <input id="is_cd_switch" type="checkbox"  name = "is_cd" value = "1"  data-toggle="toggle" data-on="With CD" data-off="Without CD" data-onstyle="info" data-offstyle="primary" data-style="border" data-width="219" <?= isset($lead_data['is_cd']) && $lead_data['is_cd'] != 1 ? '' : 'checked' ?>>
                         </div>
 
                         <div class="form-group col-md-3">
-                            <label for="premium_amount">Premium Amount</label>
+                            <label for="premium_amount">Pre Amount include GST</label>
                             <input type="text" class="form-control" id="premium_amount" name="premium_amount" placeholder="Enter Premium Amount" value="<?= isset($lead_data['premium_amount']) ? $lead_data['premium_amount'] : "" ?>">
                         </div>
 
-                        <?php if (isset($lead_data['is_cd']) && $lead_data['is_cd'] == 1 || !isset($lead_data['is_cd'])) { ?>
+                        <?php if (isset($lead_data['is_cd']) && $lead_data['is_cd'] == 1 || !isset($lead_data['is_cd']) || $lead_data['is_cd'] == null) { ?>
 
                             <div class="form-group col-md-3">
                                 <label for="cd_amount">CD Amount</label>
@@ -706,6 +723,22 @@
                             </select>   
                         </div>
 
+                        <div class="form-group col-md-6">
+                            <label for="acm_id">Account Manager</label>
+                            <select class="form-control" id="acm_id" name="acm_id" required>
+                                <option value="">Select Account Manager Mail</option>
+                                <?php if (isset($account_manager)) { ?>
+                                    <?= $acm_id = isset($lead_data['acm_id']) ? $lead_data['acm_id'] : ""; ?>
+                                <?php foreach ($account_manager as $user) { ?>
+                                    <option value="<?= $user['email'];?>" data-id="<?= $user['id'] ?>" 
+                                        <?= ($acm_id == $user['id']) ? 'selected' : '' ?>>
+                                        <?= $user['first_name'].' - '.$user['email'];?>
+                                    </option>
+                                <?php } ?>
+                                <?php } ?>
+                            </select>   
+                        </div>
+
                         <div class="form-group col-md-12">
                             <label for="subject">Subject</label>
                             <input type="text" class="form-control" id="placement_subject" name="placement_subject" value="<?= isset($placement_subject) ? $placement_subject : " " ?>" placeholder="Enter Subject">
@@ -727,7 +760,7 @@
                 <hr>
 
                 <div class="form-group" id="placement_mail_attachment">
-                    <div class="form-row" >
+                    <div class="form-row attachmet_row" >
                         <?php echo isset($attachment_html) && !empty($attachment_html) ? $attachment_html : ''; ?>
                     </div>
                 </div>
@@ -741,7 +774,7 @@
     </div>
 </div><!-- /.modal -->
 
-<!-- Modal content for View Demography Mail -->
+<!-- Modal content for View Demography Modal -->
 <div class="modal fade" id="view_demography_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel"
     aria-hidden="false">
     <div class="modal-dialog modal-full-width">
@@ -765,6 +798,31 @@
     </div>
 </div><!-- /.modal -->
 
+<!-- Modal content for Other Docs Upload Modal -->
+<div class="modal fade" id="other_docs_upload_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel"
+    aria-hidden="false">
+    <div class="modal-dialog modal-full-width">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="docsCenterModalLabel">Documents</h4>
+                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body">
+                <form id="multiFileForm" enctype="multipart/form-data">
+                    <input type="hidden" name="lead_id" value="<?= isset($lead_id) ? $lead_id : '' ?>">
+                    <input type="hidden" name="lead_form_type" value="1">
+                    <div id="multiFileAppendArea">
+                        <?php echo isset($multi_file_data_html) && !empty($multi_file_data_html) ? $multi_file_data_html : ''; ?>
+                    </div>
+                    <div class="form-group text-right m-b-0 mt-3">
+                        <button type="submit" class="btn btn-primary">Submit</button>
+                    </div>
+                </form>
+            </div>
+        </div><!-- /.modal-content -->
+    </div>
+</div><!-- /.modal -->
+
 <script>
 
     var isFormDataModified = false;
@@ -948,6 +1006,8 @@
             placeholder: 'Select CC Mail',
         });
 
+        $('#acm_id').select2();
+
         $('#proposals').select2({
             placeholder: 'Select proposal',
         });
@@ -1031,6 +1091,11 @@ $(document).ready(function () {
     } else {
         console.log("Lead status is 'won', submitData will not be called");
     }
+
+    <?php if (!isset($multi_file_data_html) || empty($multi_file_data_html)) : ?>
+        addFileField();
+    <?php endif; ?>
+
 });
 
 function startInterval() {
@@ -3964,8 +4029,10 @@ function constructURL_ForPlacementMailSend() {
     let insurer_and_branch = $('#proposals').val();
     let cc = $('#placement_cc').val();
     let no_of_installment = $('#no_of_installment').val();
+    let tpa_id = $('#tpa_id').val();
+    let acm_email = $('#acm_id').val();
+    let acm_pk = $('#acm_id option:selected').data('id');
     let is_installment = $("#is_installment_switch").is(":checked") ? 1 : 0;
-    console.log("cc1", cc);
 
     // Process `to` field
     to = to.split(',').map(email => email.trim());
@@ -4025,6 +4092,9 @@ function constructURL_ForPlacementMailSend() {
     formData.append('installments', JSON.stringify(data));
     formData.append('no_of_installment', no_of_installment);
     formData.append('is_installment', is_installment);
+    formData.append('tpa_id', tpa_id);
+    formData.append('acm_email', acm_email);
+    formData.append('acm_pk', acm_pk);
 
 
     ajaxRequest(formData);
@@ -6806,6 +6876,12 @@ function appendMultiFileData(data) {
         myModal.show();
     }
 
+    function viewDocs(){
+        // Show the modal
+        const myModal = new bootstrap.Modal(document.getElementById('other_docs_upload_modal'));
+        myModal.show();
+    }
+    
 
 </script>
 
@@ -6820,3 +6896,177 @@ function appendMultiFileData(data) {
     }
 
 </script>
+
+<script>
+
+    let fileIndex = 1;
+    function addFileField() {
+
+        console.log('addFileField function called');
+
+        const container = document.getElementById('multiFileAppendArea');
+        if (!container) return;
+
+        const div = document.createElement("div");
+        div.className = "form-row d-flex align-items-end";
+        div.setAttribute("id", `fileField_${fileIndex}`);
+        
+        let isFirstField = container.childElementCount === 0; // Check if it's the first field
+        let placeholder = isFirstField ? 'First file must be Demography.' : '';
+        let accept = isFirstField ? '.xls,.xlsx' : '';
+
+        
+        if(isFirstField == 1){
+            placeholder =  '';
+            accept = '';
+        }
+
+        let sample_dwn_link = "";
+        if(isFirstField == 1){
+            sample_dwn_link = '&nbsp;[ <a href="<?= base_url("util/download-excel/member_data"); ?>" id="excel_download" data-toggle="tooltip" data-placement="top" title="Download Sample Excel">Sample Excel</a> ]';
+        }
+
+        
+        div.innerHTML = `
+            <div class="form-group col-md-5">
+                <label>Document Name ${sample_dwn_link}<span class="text-danger"></span></label>
+                <input type="text" class="form-control" name="docs_name[]" placeholder="${placeholder}">
+            </div>
+            <div class="form-group col-md-5">
+                <label>File Upload<span class="text-danger"></span></label>
+                <input type="file" class="form-control" id="file_name_${fileIndex}" name="file_name[]" accept="${accept}">
+            </div>
+            <div class="col-md-2" style="position: relative; bottom: 16px;">
+                <button type="button" class="btn btn-danger" onclick="removeFileField(${fileIndex})">x</button>
+                <button type="button" class="btn btn-primary" onclick="addFileField()">+</button>
+            </div>
+        `;
+
+        container.appendChild(div);
+        fileIndex++;
+    }
+
+    function removeFileField(index, lead_file_id = null) {
+
+        if(index  == 1){
+            toastr.warning("You can't remove the first file field", 'WARNING');
+            return false;
+        }
+
+        if(lead_file_id != null) {
+
+            Swal.fire({
+                title: "Do you want to remove this file?",
+                // text: "Do you want Save this!",
+                icon: "warning",
+                showCancelButton: true,
+                confirmButtonColor: "#3085d6",
+                cancelButtonColor: "#d33",
+                confirmButtonText: "Yes, Procced!"
+            }).then((result) => {
+
+                if (result.isConfirmed) {
+
+                    let url = '<?= base_url('util/removeMultiFile') ?>';
+
+                    let requestData = {
+                        lead_file_id: lead_file_id
+                    };
+
+                    $('.loader').fadeIn();
+                    $('.loader-mask').fadeIn();
+
+                    // Send AJAX request
+                    sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
+                        console.log('Data fetched successfully:', response);
+
+                        if (response.status == true) {
+                            toastr.success(response.message, 'SUCCESS');
+
+                            //remove the file field
+                            const field = document.getElementById(`fileField_${index}`);
+                            if(index != 1){
+                                if (field) field.remove();
+                            }
+                            
+                        } else {
+                            toastr.error(response.message, 'WARNING');
+                        }
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                    }, function(xhr, status, error) {
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        console.error('Error fetching data:', error);
+                        console.error(xhr.responseText);
+                        toastr.error('An error occurred while checking the CD amount.', 'ERROR');
+                    });
+
+                }else{
+                    return false;
+                }
+
+            });
+
+        }else{
+            const field = document.getElementById(`fileField_${index}`);
+            if(index != 1){
+                if (field) field.remove();
+            }
+        }
+            
+    }
+
+    function showFileName(input, index) {
+        if (input.files.length > 0) {
+            document.getElementById(`file_name_display_${index}`).textContent = input.files[0].name;
+        } else {
+            document.getElementById(`file_name_display_${index}`).textContent = "No file chosen";
+        }
+    }
+
+    // Submit form
+    $("#multiFileForm").on("submit", function (e) {
+        e.preventDefault();
+
+        let formData = new FormData(this);
+
+        // Show loader
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        $.ajax({
+            url: "<?= base_url('util/uploadMultiFileFromRfq'); ?>",
+            type: "POST",
+            data: formData,
+            contentType: false,
+            processData: false,
+            success: function (res) {
+
+                console.log('uploadMultiFileFromRfq reponse', res);
+
+                if(res.status == true){
+                    toastr.success(res.message, 'SUCCESS');
+                    $('#multiFileAppendArea').empty();
+                    $('.attachmet_row').empty();
+                    $('#multiFileAppendArea').append(res.document_data);
+                    $('.attachmet_row').html(res.attachment_html);
+                }else{
+                    toastr.warning(res.message, 'WARNING');
+                }
+
+                // Hide loader
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+                $('.close').click();
+
+            },
+            error: function (xhr) {
+                console.error("Upload error:", xhr.responseText);
+            }
+        });
+    });
+
+</script>