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

app/Config/Filters.php

@@ -13,6 +13,7 @@ use App\Filters\AuthMVC;
 use App\Filters\HttpRequestLog;
 use App\Filters\CloseDbConnection;
 use App\Filters\AuthClientApi;
+use App\Filters\CommissionApiFilter;
 
 use App\Filters\AuthJWT;
 
@@ -36,7 +37,8 @@ class Filters extends BaseConfig
         'HttpRequestLog' => HttpRequestLog::class,
         'authJWT'        => AuthJWT::class,
         'AuthClientApi' =>  AuthClientApi::class,
-        'CloseDbConnection'        => CloseDbConnection::class
+        'CloseDbConnection'        => CloseDbConnection::class,
+        'CommissionApiFilter'        => CommissionApiFilter::class
     ];
 
     /**

app/Config/Routes.php

@@ -34,6 +34,8 @@ $routes->get("updateRenewalData", "ClientController::updateRenewalData");
 $routes->get("updateRenewalDataNotExistingClient", "ClientController::updateRenewalDataNotExistingClient");
 $routes->get("updateRenewalInsurerData", "ClientController::updateRenewalInsurerData");
 $routes->get("sendMutipleToEmails", "MasterController::sendMutipleToEmails");
+$routes->post("getCommission", "InsuranceCommissionController::initiateCommissionCalc",['filter' => 'CommissionApiFilter']);
+$routes->get("importRules", "RuleImportController::upload");
 // $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
 // $routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
 // $routes->post("employeeUpload", "EmployeeRestController::employeeUpload");
@@ -478,6 +480,7 @@ $routes->group("rfq", ["filter" => "authMVC"], function ($routes) {
 $routes->get("driveListFiles", "GoogleDriveController::listFiles");
 $routes->post('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
 $routes->get('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
+$routes->get('payouts', 'PolicyTransactionController::payouts', ['filter' => 'authMVC']);
 $routes->get('downloadGdriveFile', 'GoogleDriveController::downloadGdriveFile', ['filter' => 'authMVC']);
 $routes->get('cli/sendZeptoMail', 'MasterController::testZeptoSMTP');
 
@@ -736,7 +739,6 @@ $routes->get('testTracelog','TestBusinessController::a');
 $routes->get("claimView", "EmployeeRestController::claimView");
 
 // General Tickets
-
 $routes->post("ticketSave", "ThzController::ticketSave");
 $routes->get("ticketList", "ThzController::ticketList");
 $routes->post("ticketConversationSave", "ThzController::ticketConversationSave");
@@ -766,3 +768,11 @@ $routes->group('test', function($routes) {
 });
 $routes->cli('cli/testcli', 'TestingController::testcli');
 
+//PARTNER PAYOUT
+$routes->group('payout', function($routes) {
+    $routes->match (['get','post'],'list',"PayoutController::payoutList");
+    $routes->post('fetchUtrDetails',"PayoutController::fetchUtrDetails");
+    $routes->post('saveUtrDetails',"PayoutController::saveUtrDetails");
+    $routes->post('removeUtrDetails',"PayoutController::removeUtrDetails");
+});
+

app/Config/Services.php

@@ -7,6 +7,7 @@ use App\Libraries\Slug;
 use App\Libraries\MyLogger;
 use App\Libraries\GmailAPI;
 use App\Libraries\MyGoogleDrive;
+use App\Libraries\RuleImportService;
 use App\Libraries\DataServiceSqlite;
 use App\Controllers\Home;
 
@@ -80,5 +81,14 @@ class Services extends BaseService
           
           return new MyGoogleDrive();
       }
+
+      public static function ruleImportService($getShared = true)
+      {
+          if ($getShared) {
+              return static::getSharedInstance('ruleImportService');
+          }
+          
+          return new RuleImportService();
+      }
      
 }

app/Controllers/ClientController.php

@@ -5673,6 +5673,10 @@ class ClientController extends AdminController
         // $response = $ticketServiceController->extractExcelData("claims_dump_form_client.xlsx");
         // dd($response);
 
+        // $TicketController = new TicketController();
+        // $response = $TicketController->getMoreInfo($requestFrom = 'rest', $ticket_id = 70);
+        // dd($response);
+
         // ---------- EMP SERVICE CONTROLLER --------------------------------------------------------------------------------
 
         $empServiceController = new EmployeeServiceController();

app/Controllers/EmployeeServiceController.php

@@ -2471,7 +2471,7 @@ class EmployeeServiceController extends AdminController
         $member_data_count = count($member_data);
 
         if ($inception_data_count !== $member_data_count) {
-            $result['error_summary'][] = 15;
+            $result['error_summary'][] = 101;
             $result['error_message'] = "
                 <strong>Inception Data Count:</strong> 
                 <span class='badge badge-danger'>{$inception_data_count}</span>&nbsp;&nbsp;
@@ -2504,7 +2504,7 @@ class EmployeeServiceController extends AdminController
             }
 
             if (!$match_found) {
-                array_push($result['error_summary'], 14);
+                array_push($result['error_summary'], 100);
                 $result['error_data'][$inception_key]['sno']['error'][] = "This inception row was not found in the member data list.";
             }
         }

app/Controllers/InsuranceCommissionController.php

@@ -0,0 +1,274 @@
+<?php
+
+namespace App\Controllers;
+
+use CodeIgniter\Controller;
+use CodeIgniter\API\ResponseTrait;
+
+class InsuranceCommissionController extends AdminController
+{
+    use ResponseTrait;
+
+    private $rules = [];
+
+    public function __construct()
+    {
+        set_session_context('Client');
+        $this->myLogger = \Config\Services::mylogger();
+        // Load rules file if present in writable config path
+        // $rulesPath = WRITEPATH . 'config/insurance_rules.json';
+        // if (file_exists($rulesPath)) {
+        //     $this->loadRulesFromFile($rulesPath);
+        // }
+    }
+
+    /**
+     * POST /insurance/calculate
+     * Accepts JSON body with policy data and returns commission calculation
+     */
+    public function initiateCommissionCalc()
+    {
+        // Accept POST params (JSON, form-data, x-www-form-urlencoded)
+        $input = $this->request->getPost();
+
+        if (empty($input)) {
+            $json = $this->request->getJSON(true);
+            if ($json) {
+                $input = $json;
+            }
+        }
+
+        if (empty($input)) {
+            return $this->failValidationError('No input data received');
+        }
+        // -------- Required Params Check --------
+        if (empty($input['policy_issue_date'])) {
+            return $this->failValidationError('policy_issue_date is required');
+        }
+
+        if (empty($input['department'])) {
+            return $this->failValidationError('department is required');
+        }
+
+        if (empty($input['insurer_id'])) {
+            return $this->failValidationError('insurer_id is required');
+        }
+
+
+        // -------- Build Dynamic Rules Path --------
+        $policyDate = strtotime($input['policy_issue_date']);
+        if (!$policyDate) {
+            return $this->failValidationError('Invalid policy_issue_date');
+        }
+
+        $month = strtoupper(date('M', $policyDate));  // SEP
+        $year  = date('Y', $policyDate);              // 2025
+        $folderName = $month . $year;                 // SEP2025
+
+        $insurerId  = $input['insurer_id'];           // 5
+        $department = ucfirst(strtolower($input['department'])); // Motor, Health, Fire
+
+        // Final Path: WRITEPATH/rules/SEP2025/5_Motor.json
+        $rulesPath = WRITEPATH . "uploads/commission/rules/{$folderName}/{$insurerId}_{$department}.json";
+        // echo $rulesPath;die();
+
+        if (!file_exists($rulesPath)) {
+            return $this->fail("Rules file not found at: {$rulesPath}");
+        }
+
+        // Load the dynamic rule set
+        $this->loadRulesFromFile($rulesPath);
+
+        // -------- Execute Rule Matching & Commission Calculation --------
+        try {
+            $result = $this->calculateCommission($input);
+
+            $comment = isset($result['rule']['name'])
+                ? "Matched rule: " . $result['rule']['name']
+                : "Matched rule: (unnamed rule)";
+
+            return $this->respond([
+                'success' => true,
+                'data' => [
+                    'payout'          => $result['payout'],
+                    'rule'            => $result['rule'],
+                    'comment'         => $comment,
+                    // 'rules_path_used' => $rulesPath
+                ]
+            ]);
+
+        } catch (\Exception $e) {
+            return $this->fail($e->getMessage());
+        }
+    }
+
+
+    /**
+     * Load rules JSON and normalise department keys to lowercase for lookups
+     */
+    private function loadRulesFromFile(string $filePath)
+    {
+        if (!file_exists($filePath)) {
+            throw new \Exception("Rules file not found: {$filePath}");
+        }
+
+        $json = file_get_contents($filePath);
+        $parsed = json_decode($json, true);
+
+        if (json_last_error() !== JSON_ERROR_NONE) {
+            throw new \Exception('Invalid JSON in rules file: ' . json_last_error_msg());
+        }
+
+        // Normalise department keys to lowercase for consistent lookups
+        $this->rules = [];
+        foreach ($parsed as $dept => $rules) {
+            $this->rules[strtolower($dept)] = $rules;
+        }
+    }
+
+    public function calculateCommission(array $policyData)
+    {
+        $department = $policyData['department'] ?? '';
+        $deptKey = strtolower($department);
+
+        if (!isset($this->rules[$deptKey])) {
+            throw new \Exception("No rules found for department: {$department}");
+        }
+
+        $matchingRules = [];
+
+        foreach ($this->rules[$deptKey] as $rule) {
+            if ($this->evaluateConditions($rule['conditions'] ?? [], $policyData)) {
+                $matchingRules[] = $rule;
+            }
+        }
+
+        if (empty($matchingRules)) {
+            throw new \Exception('No matching rules found for the policy data');
+        }
+
+        // Use the first matching rule. In future you can implement priority/weighting
+        $applicableRule = $matchingRules[0];
+
+        $payout = $this->applyCalculation($applicableRule['calculation'], $policyData);
+
+        return ['rule' => $applicableRule, 'payout' => $payout];
+    }
+
+    private function evaluateConditions(array $conditions, array $data): bool
+    {
+        foreach ($conditions as $condition) {
+            $field = $condition['field'];
+            $operator = $condition['operator'];
+            $expectedValue = $condition['value'];
+
+            if (!array_key_exists($field, $data)) {
+                return false;
+            }
+
+            $actualValue = $data[$field];
+
+            if (!$this->compareValues($actualValue, $operator, $expectedValue)) {
+                return false;
+            }
+        }
+
+        return true;
+    }
+
+    private function compareValues($actual, string $operator, $expected): bool
+    {
+        switch ($operator) {
+            case '==':
+                return $actual == $expected;
+            case '!=':
+                return $actual != $expected;
+            case '>':
+                return $actual > $expected;
+            case '>=':
+                return $actual >= $expected;
+            case '<':
+                return $actual < $expected;
+            case '<=':
+                return $actual <= $expected;
+            case 'between':
+                return is_array($expected) && $actual >= $expected[0] && $actual <= $expected[1];
+            case 'in':
+                return is_array($expected) && in_array($actual, $expected);
+            default:
+                throw new \Exception("Unsupported operator: {$operator}");
+        }
+    }
+
+    private function applyCalculation(array $calculation, array $policyData)
+    {
+        $type = $calculation['type'] ?? null;
+
+        switch ($type) {
+            case 'percentage':
+                $percentage = $calculation['value'] ?? 0;
+                $base = $calculation['on'] ?? null;
+
+                if ($base === null || !isset($policyData[$base])) {
+                    throw new \Exception("Base value for calculation not found: {$base}");
+                }
+
+                return ($percentage / 100) * $policyData[$base];
+
+            case 'composite':
+                $total = 0;
+
+                foreach ($calculation['components'] as $component) {
+                    $percentage = $component['percentage'] ?? 0;
+                    $base = $component['on'] ?? null;
+
+                    if ($base === null || !isset($policyData[$base])) {
+                        throw new \Exception("Base value for calculation not found: {$base}");
+                    }
+
+                    if (!empty($component['only_first_year'])) {
+                        if (!empty($policyData['is_renewal'])) {
+                            continue; // Skip this component for renewals
+                        }
+                    }
+
+                    $total += ($percentage / 100) * $policyData[$base];
+                }
+
+                return $total;
+
+            case 'fixed':
+                $fixedAmount = $calculation['value'] ?? 0;
+
+                // If 'on' specified but not needed, return fixed amount as-is
+                return $fixedAmount;
+
+            default:
+                throw new \Exception('Unsupported calculation type: ' . $type);
+        }
+    }
+
+    public function getVolumeReward(array $premiumData)
+    {
+        $annualPremium = $premiumData['annual_premium'] ?? 0;
+        $department = $premiumData['department'] ?? '';
+
+        if ($department === 'Fire' || $department === 'Marine' || $department === 'Engineering') {
+            if ($annualPremium > 20000000) {
+                return 0.01 * $annualPremium;
+            } elseif ($annualPremium > 10000000) {
+                return 0.005 * $annualPremium;
+            } elseif ($annualPremium > 5000000) {
+                return 0.0025 * $annualPremium;
+            }
+        } elseif ($department === 'Motor') {
+            if ($annualPremium > 15000000) {
+                return 0.02 * $annualPremium;
+            } elseif ($annualPremium > 7500000) {
+                return 0.01 * $annualPremium;
+            }
+        }
+
+        return 0;
+    }
+}

app/Controllers/MasterController.php

@@ -1976,6 +1976,9 @@ class MasterController extends AdminController
             'lead_files' => WRITEPATH . 'uploads/lead_files/',
             'claim_files' => WRITEPATH . 'uploads/claim_files/',
             'claim_dump_excel' => WRITEPATH . 'uploads/claim_dump_excel/',
+            'commission' => WRITEPATH . 'uploads/commission/',
+            'files' => WRITEPATH . 'uploads/commission/files',
+            'rules' => WRITEPATH . 'uploads/commission/rules',
             'claim_sample_forms' => ROOTPATH . 'public/claim_sample_forms/',
         ];
 

app/Controllers/PayoutController.php

@@ -0,0 +1,191 @@
+<?php
+
+namespace App\Controllers;
+
+use App\Controllers\BaseController;
+use CodeIgniter\HTTP\ResponseInterface;
+use CodeIgniter\API\ResponseTrait;
+use App\Models\InvoiceItemModel;
+use App\Models\InvoiceModel;
+use App\Models\InvoiceUtrModel;
+use App\Models\PolicyTransactionModel;
+
+class PayoutController extends BaseController
+{   
+    use ResponseTrait;
+    protected $myLogger;
+    protected $invoiceItemModel;
+    protected $invoiceModel;
+    protected $invoiceUtrModel;
+    protected $policyTransactionModel;
+    protected $payout_status;
+
+    public function __construct()
+    {
+        set_session_context('PayoutController');
+        $this->myLogger = \Config\Services::mylogger();
+
+        $this->payout_status = [
+            1 => "Draft",
+            2 => "Pending",
+            3 => "Complete",
+        ];
+
+        $this->invoiceItemModel = new InvoiceItemModel();
+        $this->invoiceModel = new InvoiceModel();
+        $this->invoiceUtrModel = new InvoiceUtrModel();
+        $this->policyTransactionModel = new PolicyTransactionModel();
+    }
+
+    public function payoutList()
+    {   
+        // for filtering list
+        if($this->request->is('post')){
+            try{
+                $data = $this->request->getPost();
+                // print_r($data); die;
+
+                $agent_id   = $data['agent_id'] ?? null;
+                $status_id  = $data['status_id'] ?? null;
+                $start_date = $data['start_date'] ?? null;
+                $end_date   = $data['end_date'] ?? null;
+
+                $payout_data = $this->invoiceModel->invoiceList($agent_id, $status_id, $start_date, $end_date);
+
+                $payout_data['payout_list_data'] = $payout_data;
+                $payout_data = view('payout_list', $payout_data);
+
+                if(!empty($payout_data)){
+                    return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data], 200);
+                }else{
+                    return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "No data found"], 200);
+                }
+            }catch (\Throwable $th) {
+
+                $this->myLogger->logme("error", "PayoutController - payoutList: Exception: " . $th->getMessage() . " --- Line: " . $th->getLine() . " --- Trace: " . $th->getTraceAsString());
+                $errorData = [
+                    'message' => $th->getMessage(),
+                    'file'    => $th->getFile(),
+                    'line'    => $th->getLine(),
+                    'code'    => $th->getCode(),
+                    'trace'   => $th->getTraceAsString(),
+                    'trace_array' => $th->getTrace(), // full array version (optional)
+                    'function' => $th->getTrace()[0]['function'] ?? null,
+                    'class' => $th->getTrace()[0]['class'] ?? null,
+                ];
+                $payout_data = view('payout_list');
+                return $this->respond(['status' => false, 'code' => 500, 'data' => $payout_data, "message" => "No data found", 'error_data' => $errorData], 500);
+            }
+        }
+
+        // for list
+        $data['payout_status'] = $this->payout_status;
+        $data['agent_list'] = $this->invoiceModel->agentList();
+        $payout_data['payout_list_data'] = $this->invoiceModel->invoiceList();
+        $data['payout_list'] = view('payout_list', $payout_data);
+
+        // dd($data);
+        return $this->loadLayout('payout_list_handler', $data);
+    }
+
+    public function fetchUtrDetails()
+    {
+        $invoice_id  =  $this->request->getPost('invoice_id') ?? null;
+        $payout_data = $this->constructUtrDetails($invoice_id);
+
+        if(!empty($payout_data)){
+            return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data], 200);
+        }else{
+            return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "No data found"], 200);
+        }
+    }
+
+    public function constructUtrDetails($invoice_id)
+    {
+        $utr_data = $this->invoiceUtrModel->where('is_active', 1)->where('invoice_id', $invoice_id)->findAll();
+        $summary_data = $this->invoiceModel->utrSummary($invoice_id);
+
+        if($summary_data['invoice_amount'] == $summary_data['total_utr_amount']) {
+            $data['invoice_completed'] = true;
+        }
+
+        $data['utr_list_data'] = $utr_data;
+        $data['summary'] = $summary_data;
+        $data = view('payout_utr_details', $data);
+
+        return $data;
+    }
+
+    public function saveUtrDetails()
+    {
+        $data  =  $this->request->getPost();
+        $invoice_id  =  $this->request->getPost('invoice_id') ?? null;
+        $utr_id  =  $this->request->getPost('utr_pk') ?? null;
+
+        if(isset($data['utr_date'])){
+            $data['utr_date'] = change_date_format($data['utr_date']);
+        }
+
+
+        if(!empty($utr_id)){
+
+            $update = $this->invoiceUtrModel->where('id', $utr_id)->set($data)->update();
+            $payout_edit_data = $this->constructUtrDetails($invoice_id);
+
+            if($update){
+
+                $summary_data = $this->invoiceModel->utrSummary($invoice_id);
+                if($summary_data['invoice_amount'] == $summary_data['total_utr_amount']){
+                    $sql = "UPDATE partner_invoice SET payout_status = 2 WHERE id = ?";
+                    db_connect()->query($sql, [$invoice_id]);
+                }
+
+                return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_edit_data, "message" => "UTR successfully updated"], 200);
+            }else{
+                return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_edit_data, "message" => "Failed to update UTR"], 200);
+            }
+
+        }else{
+
+            unset($data['utr_pk']);
+            $insert_id = $this->invoiceUtrModel->insert($data);
+            $payout_data = $this->constructUtrDetails($invoice_id);
+
+            if($insert_id){
+
+                $summary_data = $this->invoiceModel->utrSummary($invoice_id);
+                if($summary_data['invoice_amount'] == $summary_data['total_utr_amount']){
+                    $sql = "UPDATE partner_invoice SET payout_status = 2 WHERE id = ?";
+                    db_connect()->query($sql, [$invoice_id]);
+                }
+
+                return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data, "message" => "UTR added successfully"], 200);
+            }else{
+                return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "Failed to add UTR"], 200);
+            }
+        }
+    }
+
+    public function removeUtrDetails()
+    {
+        $data = $this->request->getPost();
+
+        if(isset($data['utr_id'])){
+
+            $sql = "UPDATE partner_invoice_utr SET is_active = 0 WHERE id = ?";
+            $update = db_connect()->query($sql, [$data['utr_id']]);
+
+            $payout_data = $this->constructUtrDetails($data['invoice_id'] ?? "");
+
+            if($update){
+                return $this->respond(['status' => true, 'code' => 200, 'data' => $payout_data, "message" => "UTR removed successfully"], 200);
+            }else{
+                return $this->respond(['status' => false, 'code' => 400, 'data' => $payout_data, "message" => "Failed to remove UTR"], 200);
+            }
+        }else {
+            return $this->respond(['status' => false, 'code' => 500, 'data' => "", "message" => "Failed to remove UTR"], 200);
+        }
+    }
+
+
+}

app/Controllers/PolicyTransactionController.php

@@ -2811,6 +2811,20 @@
             $this->loadLayout('dms_search', $data);
         }
 
+        public function payouts()
+        {
+        
+            $data['tab_name'] = 'Payouts';
+            $data['page_name'] = 'Payouts';
+            $data['payouts'] = [];
+            $data['agents'] = [ 1 => "Agent 1", 2 => "Agent 2", 3 => "Agent 3", 4 => "Agent 4", 5 => "Agent 5", 6 => "Agent 6", 7 => "Agent 7", 8 => "Agent 8"];
+            $data['brokers'] = [];
+
+            if ($this->request->is('post')) {}
+            if ($this->request->is('get')) {}
+            
+            $this->loadLayout('policy_transaction_payouts', $data);
+        }
         //---------------------------------------------------------------------------------------------------
 
         public function getCoShareStatementDetails($pt_id)

app/Controllers/RuleImportController.php

@@ -0,0 +1,350 @@
+<?php
+namespace App\Controllers;
+
+class RuleImportController extends AdminController
+{
+    protected $ruleImportService;
+
+    public function __construct()
+    {
+        $this->ruleImportService = \Config\Services::ruleImportService();
+    }
+
+    /**
+     * Upload endpoint for form (POST)
+     * Input form field: 'rules_file'
+     */
+    public function uploadORI()
+    {
+        // echo 'hi';
+        !dd($result = $this->ruleImportService->processUpload(['id' => 1,'file_name' => 'sample_commission.csv','insurer_id' => 5, 'department' => 'motor' ,'commission_month' => '2025-11-10']));die;
+        try {
+            $file = $this->request->getFile('rules_file');
+            if (!$file || !$file->isValid()) {
+                return $this->response->setJSON(['status'=>'error','message'=>'No file uploaded or upload error']);
+            }
+
+            // Move uploaded file to writable temp location
+            $tmpPath = WRITEPATH . 'uploads/' . $file->getRandomName();
+            $file->move(WRITEPATH . 'uploads', $file->getName()); // keep original name inside uploads
+            $uploadedFullPath = $file->getTempName(); // Note: CI may store in tmp; we will use moved file path instead
+            $movedPath = WRITEPATH . 'uploads/' . $file->getName();
+
+            // Process file
+            $result = $this->ruleImportService->processUpload($movedPath, $file->getName());
+
+            // Return JSON with annotated file link if present
+            if (isset($result['annotated_file']) && $result['annotated_file']) {
+                $annotUrl = base_url('writable/uploads/annotated/' . basename($result['annotated_file']));
+                $result['annotated_url'] = $annotUrl;
+            }
+
+            return $this->response->setJSON($result);
+
+        } catch (\Throwable $e) {
+            log_message('critical', 'RuleImportController::upload ' . $e->getMessage());
+            return $this->response->setJSON(['status'=>'exception','message'=>$e->getMessage()]);
+        }
+    }
+
+    public function upload()
+    {
+        // Make sure filesystem helpers available if you need them
+        helper(['filesystem']);
+
+        // CommissionFilesModel – adjust namespace if different
+        $commissionFilesModel = new \App\Models\CommissionFilesModel();
+
+        try {
+            // ---------------------------------------------------------
+            // 1. Get uploaded file
+            // ---------------------------------------------------------
+            $file = $this->request->getFile('rules_file');
+            if (!$file || !$file->isValid()) {
+                log_message('warning', 'RuleImportController::upload - No file or invalid upload.');
+                return $this->respond([
+                    'status'  => 'error',
+                    'message' => 'No file uploaded or upload error.'
+                ], 400);
+            }
+
+            // ---------------------------------------------------------
+            // 2. Read POST fields
+            // ---------------------------------------------------------
+            $insurerId       = $this->request->getPost('insurer_id');
+            $department      = $this->request->getPost('department');
+            $commissionMonth = $this->request->getPost('commission_month');
+            $createdBy       = $this->request->getPost('created_by');
+
+            if (empty($insurerId) || empty($department) || empty($commissionMonth) || empty($createdBy)) {
+                log_message('warning', 'RuleImportController::upload - Missing required POST data.', [
+                    'insurer_id'       => $insurerId,
+                    'department'       => $department,
+                    'commission_month' => $commissionMonth,
+                    'created_by'       => $createdBy,
+                ]);
+                return $this->respond([
+                    'status'  => 'error',
+                    'message' => 'Missing required fields: insurer_id, department, commission_month, created_by.'
+                ], 400);
+            }
+
+            // Optional / default fields
+            $postedFileName = $this->request->getPost('file_name') ?: $file->getClientName();
+            $fileStatus     = $this->request->getPost('file_status') ?: 'pending';
+            $isActive       = $this->request->getPost('is_active') !== null ? (int)$this->request->getPost('is_active') : 1;
+            // rules_count is given by user but we will override it after processing on success
+            $postedRulesCount = $this->request->getPost('rules_count') !== null
+                ? (int)$this->request->getPost('rules_count')
+                : 0;
+
+            // ---------------------------------------------------------
+            // 3. Move file to WRITEPATH/uploads/commission/files using user filename
+            //    (no random name as per your requirement)
+            // ---------------------------------------------------------
+            $uploadDir = WRITEPATH . 'uploads/commission/files/';
+            if (!is_dir($uploadDir)) {
+                if (!mkdir($uploadDir, 0755, true) && !is_dir($uploadDir)) {
+                    throw new \RuntimeException("Failed to create upload directory: {$uploadDir}");
+                }
+            }
+
+            // sanitize user file name but keep it deterministic (no random, no timestamp)
+            $safeName       = preg_replace('/[^a-zA-Z0-9_\-\.]/', '_', $postedFileName);
+            $targetFileName = $safeName;
+            $movedFullPath  = $uploadDir . $targetFileName;
+
+            $file->move($uploadDir, $targetFileName);
+            if (!file_exists($movedFullPath)) {
+                log_message('error', "RuleImportController::upload - Failed to move uploaded file to {$movedFullPath}");
+                return $this->respond([
+                    'status'  => 'error',
+                    'message' => 'Failed to store uploaded file.'
+                ], 500);
+            }
+
+            log_message('info', "RuleImportController::upload - File moved to {$movedFullPath}");
+
+            // ---------------------------------------------------------
+            // 4. Insert commission_files row with status pending
+            // ---------------------------------------------------------
+            $insertData = [
+                'file_name'       => $targetFileName,
+                'insurer_id'      => (int)$insurerId,
+                'department'      => $department,
+                'commission_month'=> $commissionMonth,
+                'rules_count'     => 0, // will update on success
+                'file_status'     => $fileStatus, // 'pending' by default
+                'is_active'       => $isActive,
+                'created_by'      => (int)$createdBy,
+                'created_at'      => date('Y-m-d H:i:s'),
+            ];
+
+            $commissionFilesModel->insert($insertData);
+            $insertId = $commissionFilesModel->getInsertID();
+
+            if (empty($insertId)) {
+                log_message('error', 'RuleImportController::upload - Failed to insert commission_files record', ['data' => $insertData]);
+                return $this->respond([
+                    'status'  => 'error',
+                    'message' => 'Failed to record upload in database.'
+                ], 500);
+            }
+
+            log_message('info', "RuleImportController::upload - commission_files inserted id={$insertId}", $insertData);
+
+            // ---------------------------------------------------------
+            // 5. Call ruleImportService->processUpload with inserted file info
+            //    As per your spec:
+            //    $this->ruleImportService->processUpload([
+            //        'id' => 1,
+            //        'file_name' => 'sample_commission.csv',
+            //        'insurer_id' => 5,
+            //        'department' => 'motor',
+            //        'commission_month' => '2025-11-10'
+            //    ])
+            // ---------------------------------------------------------
+            $payload = [
+                'id'               => (int)$insertId,
+                'file_name'        => $targetFileName,
+                'insurer_id'       => (int)$insurerId,
+                'department'       => $department,
+                'commission_month' => $commissionMonth,
+            ];
+
+            log_message('info', 'RuleImportController::upload - Calling ruleImportService->processUpload', ['payload' => $payload]);
+
+            $result = $this->ruleImportService->processUpload($payload);
+
+            if (!is_array($result) || !isset($result['status'])) {
+                log_message('error', 'RuleImportController::upload - Invalid service response', ['response' => $result]);
+                // update file status as failed
+                $commissionFilesModel->update($insertId, [
+                    'file_status' => 'failed',
+                    'updated_by'  => (int)$createdBy,
+                    'updated_at'  => date('Y-m-d H:i:s'),
+                ]);
+                return $this->respond([
+                    'status'  => 'error',
+                    'message' => 'Invalid response from import service.'
+                ], 500);
+            }
+
+            // ---------------------------------------------------------
+            // 6. Handle SUCCESS
+            //    - result['rules'] exists
+            //    - result['errors'] empty
+            //    - NO annotated_file
+            //    - Save rules as JSON in WRITEPATH/uploads/commission/json/{insurer_id}_{department}.json
+            // ---------------------------------------------------------
+            if ($result['status'] === 'success') {
+                $rulesArray = isset($result['rules']) && is_array($result['rules']) ? $result['rules'] : [];
+                $rulesCount = count($rulesArray);
+
+                // Save JSON to WRITEPATH . 'uploads/commission/json/{insurer_id}_{department}.json'
+                $jsonDir = WRITEPATH . 'uploads/commission/json/';
+                if (!is_dir($jsonDir)) {
+                    if (!mkdir($jsonDir, 0755, true) && !is_dir($jsonDir)) {
+                        throw new \RuntimeException("Failed to create JSON output directory: {$jsonDir}");
+                    }
+                }
+
+                $deptSlug   = preg_replace('/[^a-zA-Z0-9_\-]/', '_', strtolower($department));
+                $jsonName   = (int)$insurerId . '_' . $deptSlug . '.json';
+                $jsonPath   = $jsonDir . $jsonName;
+
+                $jsonData = json_encode($rulesArray, JSON_PRETTY_PRINT | JSON_UNESCAPED_SLASHES);
+                if ($jsonData === false) {
+                    log_message('error', 'RuleImportController::upload - json_encode failed for rules', [
+                        'last_error' => json_last_error_msg()
+                    ]);
+                    // mark as failed since we cannot save rules
+                    $commissionFilesModel->update($insertId, [
+                        'file_status' => 'failed',
+                        'updated_by'  => (int)$createdBy,
+                        'updated_at'  => date('Y-m-d H:i:s'),
+                    ]);
+                    return $this->respond([
+                        'status'  => 'error',
+                        'message' => 'Failed to encode rules as JSON.'
+                    ], 500);
+                }
+
+                if (file_put_contents($jsonPath, $jsonData) === false) {
+                    log_message('error', 'RuleImportController::upload - Failed to write rules JSON file', ['json_path' => $jsonPath]);
+                    $commissionFilesModel->update($insertId, [
+                        'file_status' => 'failed',
+                        'updated_by'  => (int)$createdBy,
+                        'updated_at'  => date('Y-m-d H:i:s'),
+                    ]);
+                    return $this->respond([
+                        'status'  => 'error',
+                        'message' => 'Failed to store rules JSON file.'
+                    ], 500);
+                }
+
+                log_message('info', 'RuleImportController::upload - Rules JSON written', [
+                    'file_id'   => $insertId,
+                    'json_path' => $jsonPath,
+                    'rules_cnt' => $rulesCount,
+                ]);
+
+                // Update DB: status, rules_count, updated_by
+                $commissionFilesModel->update($insertId, [
+                    'file_status' => 'processed',
+                    'rules_count' => $rulesCount,
+                    'updated_by'  => (int)$createdBy,
+                    'updated_at'  => date('Y-m-d H:i:s'),
+                    // If you have a column for JSON path, uncomment:
+                    // 'json_file_path' => $jsonPath,
+                ]);
+
+                return $this->respond([
+                    'status'      => 'success',
+                    'message'     => 'File processed successfully.',
+                    'file_id'     => $insertId,
+                    'rules_count' => $rulesCount,
+                    'json_file'   => $jsonPath,
+                    'service'     => $result, // optional: return full service response if you want
+                ], 200);
+            }
+
+            // ---------------------------------------------------------
+            // 7. Handle ERROR (validation failed etc.)
+            //    - Do NOT save any rules JSON
+            //    - Update file_status to validation_failed
+            //    - Store annotated_file path if you have such a column
+            // ---------------------------------------------------------
+            if ($result['status'] === 'error') {
+                $annotatedPath = $result['annotated_file'] ?? null;
+                $errors        = $result['errors'] ?? [];
+
+                $updateData = [
+                    'file_status' => 'validation_failed',
+                    'rules_count' => 0, // do not save rules
+                    'updated_by'  => (int)$createdBy,
+                    'updated_at'  => date('Y-m-d H:i:s'),
+                ];
+
+                // If you have a column for annotated file path, e.g. annotated_file_path
+                if ($annotatedPath) {
+                    $updateData['annotated_file_path'] = $annotatedPath;
+                }
+
+                $commissionFilesModel->update($insertId, $updateData);
+
+                log_message('warning', "RuleImportController::upload - Validation failed for file_id={$insertId}", [
+                    'errors'          => $errors,
+                    'annotated_file'  => $annotatedPath
+                ]);
+
+                return $this->respond([
+                    'status'         => 'error',
+                    'message'        => 'Validation failed. No rules saved.',
+                    'file_id'        => $insertId,
+                    'errors'         => $errors,
+                    'annotated_file' => $annotatedPath,
+                ], 422);
+            }
+
+            // ---------------------------------------------------------
+            // 8. Unexpected status
+            // ---------------------------------------------------------
+            log_message('error', 'RuleImportController::upload - Unexpected result status from service', ['result' => $result]);
+            $commissionFilesModel->update($insertId, [
+                'file_status' => 'failed',
+                'updated_by'  => (int)$createdBy,
+                'updated_at'  => date('Y-m-d H:i:s'),
+            ]);
+
+            return $this->respond([
+                'status'  => 'error',
+                'message' => 'Unexpected import service result.'
+            ], 500);
+
+        } catch (\Throwable $ex) {
+            log_message('critical', 'RuleImportController::upload exception: ' . $ex->getMessage(), [
+                'trace' => $ex->getTraceAsString()
+            ]);
+
+            // Try to update the commission_files record if insertId exists
+            if (isset($insertId) && !empty($insertId)) {
+                try {
+                    $commissionFilesModel->update($insertId, [
+                        'file_status' => 'failed',
+                        'updated_by'  => isset($createdBy) ? (int)$createdBy : null,
+                        'updated_at'  => date('Y-m-d H:i:s'),
+                        'notes'       => 'Upload exception: ' . $ex->getMessage(),
+                    ]);
+                } catch (\Throwable $e2) {
+                    log_message('error', 'RuleImportController::upload - failed to update commission_files after exception: ' . $e2->getMessage());
+                }
+            }
+
+            return $this->respond([
+                'status'  => 'exception',
+                'message' => $ex->getMessage(),
+            ], 500);
+        }
+    }
+}

app/Controllers/TicketController.php

@@ -2011,6 +2011,7 @@ class TicketController extends BaseController
     {
         $received_data = $this->request->getPost();
         $ticket_type_id = $this->request->getPost('ticket_type_id') ?? null;
+        $client_id = $this->request->getPost('client_id') ?? null;
         $emp_id = $received_data['emp_id'];
 
         // Get all client policy IDs for the given employee
@@ -2027,6 +2028,9 @@ class TicketController extends BaseController
             $builder->where('e.is_active', 1);
             $builder->where('ep.is_active', 1);
             $builder->where('e.emp_code', $self_data['emp_code']);
+            if(!empty($client_id)){
+                 $builder->where('e.client_id', $client_id);
+            }
             $builder->groupBy('client_policy_id');
 
             $query = $builder->get();

app/Filters/CommissionApiFilter.php

@@ -0,0 +1,55 @@
+<?php
+
+namespace App\Filters;
+
+use CodeIgniter\HTTP\RequestInterface;
+use CodeIgniter\HTTP\ResponseInterface;
+use CodeIgniter\Filters\FilterInterface;
+
+class CommissionApiFilter implements FilterInterface
+{
+    public function before(RequestInterface $request, $arguments = null)
+    {
+        
+        // Read API key from header
+       // $authHeader = $request->getHeaderLine('X');
+        $authHeader = $_SERVER['REDIRECT_HTTP_AUTHORIZATION'];
+       // echo $authHeader;die();
+        if (empty($authHeader)) {
+            return service('response')->setJSON([
+                'success' => false,
+                'error'   => 'Authorization header missing'
+            ])->setStatusCode(403);
+        }
+
+        // Expected format: Bearer YOUR_API_KEY
+        if (stripos($authHeader, 'Bearer ') !== 0) {
+            return service('response')->setJSON([
+                'success' => false,
+                'error'   => 'Invalid Authorization format. Expected: Bearer <token>'
+            ])->setStatusCode(403);
+        }
+
+        $apiKey = trim(substr($authHeader, 7)); // extract token after 'Bearer '
+
+        $envKeys = getenv('ALLOWED_COMMISSION_API_KEYS');
+        // Convert CSV -> Array
+        $allowedKeys = array_map('trim', explode(',', $envKeys));
+        // print_r($allowedKeys);die();
+        // Validate
+        if (!in_array($apiKey, $allowedKeys, true)) {
+            return service('response')->setJSON([
+                'success' => false,
+                'error'   => 'Invalid API Key'
+            ])->setStatusCode(403);
+        }
+
+        // Allow request to proceed
+        return null;
+    }
+
+    public function after(RequestInterface $request, ResponseInterface $response, $arguments = null)
+    {
+        // Not needed
+    }
+}

app/Models/CommissionFilesModel.php

@@ -0,0 +1,67 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class CommissionFilesModel extends Model
+{
+    protected $table            = 'commission_files';
+    protected $primaryKey       = 'id';
+
+    protected $returnType       = 'array';
+    protected $useSoftDeletes   = false;
+
+    protected $allowedFields    = [
+        'file_name',
+        'insurer_id',
+        'department',
+        'commission_month',
+        'file_status',
+        'is_active',
+        'created_by',
+        'updated_by',
+    ];
+
+    // Auto timestamps by CI4
+    protected $useTimestamps = true;
+    protected $createdField  = 'created_at';
+    protected $updatedField  = 'updated_at';
+
+    // Validation rules (optional)
+    // protected $validationRules = [
+    //     'file_name'        => 'required|min_length[1]|max_length[100]',
+    //     'insurer_id'       => 'permit_empty|integer',
+    //     'department'       => 'permit_empty|max_length[45]',
+    //     'commission_month' => 'permit_empty|valid_date',
+    //     'file_status'      => 'permit_empty|max_length[10]',
+    //     'is_active'        => 'permit_empty|in_list[0,1]'
+    // ];
+
+    protected $validationMessages = [];
+    protected $skipValidation     = false;
+
+    /**
+     * Get files with optional filters
+     */
+    // public function getFiles($filters = [])
+    // {
+    //     if (!empty($filters['insurer_id'])) {
+    //         $this->where('insurer_id', $filters['insurer_id']);
+    //     }
+
+    //     if (!empty($filters['department'])) {
+    //         $this->where('department', $filters['department']);
+    //     }
+
+    //     if (!empty($filters['file_status'])) {
+    //         $this->where('file_status', $filters['file_status']);
+    //     }
+
+    //     if (isset($filters['is_active'])) {
+    //         $this->where('is_active', $filters['is_active']);
+    //     }
+
+    //     return $this->orderBy('id', 'DESC')->findAll();
+    // }
+}

app/Models/InvoiceItemModel.php

@@ -0,0 +1,41 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class InvoiceItemModel extends Model
+{
+    protected $table            = 'partner_invoice_items';
+    protected $primaryKey       = 'id';
+    protected $useAutoIncrement = true;
+
+    protected $returnType       = 'array';
+    protected $useSoftDeletes   = false;
+
+    protected $allowedFields    = [
+        'invoice_id',
+        'policy_id',
+        'policy_no',
+        'commission_amount',
+        'is_active',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'updated_by'
+    ];
+
+    protected $useTimestamps = false;
+    protected $createdField  = 'created_at';
+    protected $updatedField  = 'updated_at';
+
+    protected $validationRules = [
+        'invoice_id'        => 'required|integer',
+        'policy_id'         => 'required|integer',
+        'policy_no'         => 'required|max_length[100]',
+        'commission_amount' => 'decimal'
+    ];
+
+    protected $validationMessages = [];
+    protected $skipValidation     = false;
+}

app/Models/InvoiceModel.php

@@ -0,0 +1,190 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class InvoiceModel extends Model
+{
+    protected $table            = 'partner_invoice';
+    protected $primaryKey       = 'id';
+    protected $useAutoIncrement = true;
+
+    protected $returnType       = 'array';
+    protected $useSoftDeletes   = false;
+
+    protected $allowedFields    = [
+        'invoice_no',
+        'invoice_amount',
+        'agent_id',
+        'invoice_date',
+        'is_active',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'payout_status',
+    ];
+
+    // Timestamps
+    protected $useTimestamps = false;
+    protected $createdField  = 'created_at';
+    protected $updatedField  = 'updated_at';
+
+    // Validation (optional)
+    protected $validationRules = [
+        'invoice_no'      => 'required|max_length[100]',
+        'invoice_amount'  => 'decimal',
+        'agent_id'        => 'required|integer',
+        'invoice_date'    => 'required|valid_date',
+    ];
+
+    protected $validationMessages = [];
+    protected $skipValidation     = false;
+
+    // Callbacks
+    protected $allowCallbacks       = true;
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $afterInsert          = [];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+    protected $afterUpdate          = [];
+    protected $beforeFind           = [];
+    protected $afterFind            = [];
+    protected $beforeDelete         = [];
+    protected $afterDelete          = [];
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+
+    public function invoiceList($agent_id = null, $status_id = null, $start_date = null, $end_date = null)
+    {
+        $data = $this->select("
+                partner_invoice.*,
+
+                -- Total UTR Amount
+                (SELECT SUM(piu.amount) 
+                    FROM partner_invoice_utr piu 
+                    WHERE piu.invoice_id = partner_invoice.id 
+                    AND piu.is_active = 1
+                ) AS total_utr_amount,
+
+                -- Balance Amount
+                (partner_invoice.invoice_amount - 
+                    IFNULL(
+                        (SELECT SUM(piu2.amount) 
+                        FROM partner_invoice_utr piu2 
+                        WHERE piu2.invoice_id = partner_invoice.id 
+                        AND piu2.is_active = 1
+                        ), 
+                    0)
+                ) AS balance_amount,
+
+                -- Payout status
+                CASE 
+                    WHEN payout_status = 1 THEN 'Pending'
+                    WHEN payout_status = 2 THEN 'Complete'
+                END AS status_text,
+
+                partner_agent.name as agent_name
+            ")
+        ->join('partner_agent', 'partner_invoice.agent_id = partner_agent.id')
+        ->where('partner_invoice.is_active', 1);
+
+        if(!empty($agent_id)){
+            $data->where('partner_invoice.agent_id', $agent_id);
+        }
+
+        if(!empty($status_id)){
+            $data->where('partner_invoice.payout_status', $status_id);
+        }
+
+        if (!empty($start_date) && !empty($end_date)) {
+
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $data->where('partner_invoice.invoice_date >=', $startDate)
+                ->where('partner_invoice.invoice_date <=', $endDate);
+        } 
+
+        if(!empty($agent_id) && !empty($status_id) && !empty($start_date) && !empty($end_date)){
+
+            $fromDate = date('Y-m-d', strtotime('-60 days'));
+            $toDate = date('Y-m-d 23:59:59');
+
+            $data->where('partner_invoice.created_at >=', $fromDate)
+                ->where('partner_invoice.created_at <=', $toDate);
+
+        }
+
+        $return_data = $data->orderBy('partner_invoice.id','desc')->findAll();
+
+        // print_r($this->db->getLastQuery()); die;
+
+        return $return_data;
+    }
+
+    public function agentList()
+    {
+        return $this->db->table('partner_agent')->where('is_active', 1)->get()->getResultArray();
+    }
+
+    public function utrSummary($invoice_id)
+    {
+        $data = $this->select("
+
+                partner_invoice.*,
+
+                -- Total UTR Amount
+                (SELECT SUM(piu.amount) 
+                    FROM partner_invoice_utr piu 
+                    WHERE piu.invoice_id = partner_invoice.id 
+                    AND piu.is_active = 1
+                ) AS total_utr_amount,
+
+                -- Balance Amount
+                (partner_invoice.invoice_amount - 
+                    IFNULL(
+                        (SELECT SUM(piu2.amount) 
+                        FROM partner_invoice_utr piu2 
+                        WHERE piu2.invoice_id = partner_invoice.id 
+                        AND piu2.is_active = 1
+                        ), 
+                    0)
+                ) AS balance_amount,
+
+                -- Payout status
+                CASE 
+                    WHEN payout_status = 1 THEN 'Pending'
+                    WHEN payout_status = 2 THEN 'Complete'
+                END AS status_text,
+
+                partner_agent.name as agent_name
+            ")
+        ->join('partner_agent', 'partner_invoice.agent_id = partner_agent.id')
+        ->where('partner_invoice.is_active', 1)
+        ->where('partner_invoice.id', $invoice_id)
+        ->first();
+
+        return $data;
+    }
+}

app/Models/InvoiceUtrModel.php

@@ -0,0 +1,73 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class InvoiceUtrModel extends Model
+{
+    protected $table            = 'partner_invoice_utr';
+    protected $primaryKey       = 'id';
+    protected $useAutoIncrement = true;
+
+    protected $returnType       = 'array';
+    protected $useSoftDeletes   = false;
+
+    protected $allowedFields    = [
+        'invoice_id',
+        'utr_no',
+        'amount',
+        'utr_date',
+        'is_active',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'updated_by'
+    ];
+
+    protected $useTimestamps = false;
+    protected $createdField  = 'created_at';
+    protected $updatedField  = 'updated_at';
+
+    protected $validationRules = [
+        'invoice_id' => 'required|integer',
+        'utr_no'     => 'required|max_length[100]',
+        'amount'     => 'decimal'
+    ];
+
+    protected $validationMessages = [];
+    protected $skipValidation     = false;
+
+    // Callbacks
+    protected $allowCallbacks       = true;
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $afterInsert          = [];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+    protected $afterUpdate          = [];
+    protected $beforeFind           = [];
+    protected $afterFind            = [];
+    protected $beforeDelete         = [];
+    protected $afterDelete          = [];
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+}

app/Models/TicketClaimStatusModel.php

@@ -12,7 +12,7 @@ class TicketClaimStatusModel extends Model
     protected $returnType       = 'array';
     protected $useSoftDeletes   = false;
     protected $protectFields    = true;
-    protected $allowedFields    = ["id", "ticket_type", "claim_status", "created_by", "updated_by", "is_active"];
+    protected $allowedFields    = ["id", "ticket_type", "claim_status", "display_name", "created_by", "updated_by", "is_active"];
 
       // Callbacks
       protected $allowCallbacks       = true;

app/Views/employee_upload.php

@@ -548,14 +548,14 @@ function fetchFileError(file_id) {
                                     "<strong>Rule conflict: Twofold relationship found within family</strong> <span class='badge badge-danger float-right'>" +
                                     err_count + "</span>";
                                 break;
-                            case 14:
+                            case 100:
                                 hasError14 = true;
                                 error_code = 14;
                                 file_error_html +=
                                     "<strong>This inception row was not found in the member data list.</strong> <span class='badge badge-danger float-right'>" +
                                     err_count + "</span>";
                                 break;
-                            case 15:
+                            case 101:
                                 hasError15 = true;
                                 error_code = 15;
                                 file_error_html += 

app/Views/hr_access_controll.php

@@ -144,7 +144,7 @@
                                                         //     $listed_pre[] = $policies['branch_id'].'-'.$policies['policy_no'];
                                                         // }
 
-                                                        if($value['pre_branch_id'] !== $policies['branch_id']){
+                                                        if(empty($value['pre_hr_id']) || $value['pre_branch_id'] !== $policies['branch_id']){
                                                             continue;
                                                         }
                                                     ?>
@@ -212,7 +212,7 @@
                                                         //     $listed_post[] = $policies['branch_id'].'-'.$policies['policy_no'];
                                                         // }
 
-                                                        if($value['post_branch_id'] !== $policies['branch_id']){
+                                                        if(empty($value['post_hr_id']) || $value['post_branch_id'] !== $policies['branch_id']){
                                                             continue;
                                                         }
 

app/Views/layout/header.php

@@ -2017,6 +2017,12 @@
                                                 </a>
                                             </li>
                                         <?php } ?>
+                                        <li>
+                                                <a href="<?= base_url('/payouts') ?>">
+                                                    <i class="ri-book-open-line"></i>
+                                                    <span> Payouts</span>
+                                                </a>
+                                            </li>
 
                                     <?php } ?>
                                 </ul>

app/Views/mail_template.php

@@ -95,6 +95,7 @@ p{
             background-image:url('<?= $client_logo ?>');
             background-size:contain;
             background-repeat:no-repeat;
+            background-position: center;
         ">
         </div>
 

app/Views/payout_list.php

@@ -0,0 +1,357 @@
+<style>
+
+    .table th,
+    .table td {
+        padding: 8px;
+    }
+
+    table.dataTable tbody td {
+        padding: 4px 4px !important;
+    }
+
+    .col-12 {
+
+        max-width: 98% !important;
+    }
+
+    .dataTables_filter {
+        position: absolute;
+    }
+
+    .right-align-input {
+        text-align: right;
+    }
+
+    .badge-container {
+    background: #F0F0F0;
+    padding: 6px 12px;
+    border-radius: 6px;
+    font-size: 14px;
+    display: inline-block;
+    }
+
+    .summary-box {
+        background: #e3f2fd;
+        padding: 15px;
+        border-radius: 6px;
+        margin-bottom: 20px;
+        border-left: 4px solid #2196F3;
+    }
+
+</style>
+
+<style>
+
+    .summary-box {
+        padding: 10px;
+        margin-bottom: 15px;
+    }
+
+    .summary-row {
+        display: flex;
+        justify-content: space-between;
+        margin-bottom: 8px;
+        font-size: 13px;
+    }
+
+    .summary-row:last-child {
+        margin-bottom: 0;
+        font-size: 12px;
+        font-weight: bold;
+        padding-top: 4px;
+        border-top: 1px solid #2196F3;
+    }
+
+    .summary-row {
+        padding: 0px 0;
+        font-size: 13px;
+    }
+
+    .summary-row span:last-child {
+        font-weight: bold;
+        font-size: 12px !important;
+    }
+
+    .utr-section {
+        margin-top: 15px;
+        padding-top: 15px;
+        border-top: 1px solid #eee;
+    }
+
+    .utr-heading {
+        margin-bottom: 10px;
+        font-size: 15px;
+    }
+
+    .utr-form-group {
+        margin-bottom: 10px;
+    }
+
+    .utr-label {
+        font-size: 13px;
+        margin-bottom: 5px;
+    }
+
+    .utr-small-text {
+        color: #666;
+        display: block;
+        margin-top: 3px;
+        font-size: 11px;
+    }
+
+    .utr-submit-wrapper {
+        margin-bottom: 10px;
+        margin-top: 24px;
+    }
+
+    .utr-list {
+        margin-top: 15px;
+        border-top: 1px solid #eee;
+    }
+
+    .utr-table {
+        font-size: 13px;
+    }
+
+    .utr-table thead tr {
+        font-size: 13px;
+    }
+
+    .utr-table tbody {
+        font-size: 13px;
+    }
+
+    .utr-dropdown-item {
+        font-size: 13px;
+        padding: 5px 15px;
+    }
+
+    .utr-icon {
+        font-size: 16px;
+    }
+
+    #payout_modal .modal-body {
+        max-height: 550px;   /* adjust as needed */
+        overflow-y: auto;
+    }
+
+</style>
+
+<style>
+    .utr-table td,
+    .utr-table th {
+        padding: 3px 8px !important;
+        vertical-align: middle;
+        line-height: 1.2;
+    }
+
+    .utr-table tbody tr {
+        height: 30px;
+    }
+
+    .utr-table thead th {
+        padding: 5px 8px !important;
+    }
+
+    .utr-table .btn-sm {
+        padding: 1px 6px;
+        font-size: 11px;
+    }
+
+    .utr-table .mdi {
+        font-size: 14px;
+    }
+
+    .utr-table .dropdown-menu {
+        min-width: 110px;
+    }
+
+    .utr-dropdown-item {
+        padding: 7px 10px !important;
+    }
+
+    table[data-custom-table-css="table"] tbody tr td {
+        padding: 1px 10px !important;
+        line-height: 12px;
+        min-height: 40px;
+        vertical-align: middle;
+    }
+
+</style>
+
+<div class="col-12">
+    <div class="card">
+        <div class="card-body">
+            <div class="row" style="padding-bottom: 10px;">
+                <div class="col-6" style="align-self: center;">
+                    <h4 style="position: relative;">Payout List <span id="payout_title"></span></h4>
+                </div>
+            </div>
+            <div class="table-responsive">
+                <table data-custom-table-css="table" id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                    <thead class="bg-light">
+                    <tr>
+                        <th class="font-weight-medium">S.No.</th>
+                        <th class="font-weight-medium">Inovice No</th>
+                        <th class="font-weight-medium">Invoice Date</th>
+                        <th class="font-weight-medium">Invoice Amount</th>
+                        <th class="font-weight-medium">UTR Total Amount</th>
+                        <th class="font-weight-medium">Balance</th>
+                        <th class="font-weight-medium">Status</th>
+                        <th class="font-weight-medium">Agent</th>
+                        <th class="font-weight-medium">Action</th>
+                    </tr>
+                    </thead>
+                    <tbody> 
+                        <?php if (isset($payout_list_data) && !empty($payout_list_data)) { ?>
+                            <?php foreach($payout_list_data as $index => $row){ ?>
+                                <tr>
+                                    <td> <?= $index + 1 ?> </td>
+                                    <td> <?= $row['invoice_no'] ?> </td>
+                                    <td> <?= change_date_format($row['invoice_no'], null, 'd-M-Y') ?? "" ?> </td>
+                                    <td> <?= format_indian_number($row['invoice_amount']) ?> </td>
+                                    <td> <?= format_indian_number($row['total_utr_amount']) ?> </td>
+                                    <td> <?= format_indian_number($row['balance_amount']) ?> </td>
+                                    <td> <?= $row['status_text'] ?> </td>
+                                    <td> <?= $row['agent_name'] ?? " - " ?> </td>
+                                    <td>
+                                        <div class="btn-group dropdown">
+                                            <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                            <div class="dropdown-menu dropdown-menu-right">
+                                                <a class="dropdown-item" onclick="fetchUtrDetails(<?= $row['id'] ?>, '<?= $row['invoice_no'] ?>')"><i class="mdi mdi-bank-transfer mr-2 text-muted font-18 vertical-middle"></i>UTR</a>
+                                                <a href="<?= base_url('payout/invoices/save?type="edit"') ?>" class="dropdown-item"><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
+                                                <a href="<?= base_url('payout/invoices/save?type="adjustment"') ?>" class="dropdown-item"><i class="mdi mdi-tune mr-2 text-muted font-18 vertical-middle"></i>Adjustment</a>                                            
+                                            </div>
+                                        </div>
+                                    </td>
+                                </tr>
+                            <?php } ?>
+                        <?php } ?>
+                    </tbody>
+                </table>
+            </div>
+        </div><!-- end col -->
+    </div>
+</div>
+
+<div class="modal fade" id="payout_modal" tabindex="-1" role="dialog" aria-hidden="true" aria-modal="true" data-bs-backdrop="static">
+    <div class="modal-dialog modal-lg" style="max-width: 800px;">
+        <div class="modal-content">
+            <div class="modal-header" style="background-color: gainsboro;">
+                <h5 class="modal-title" id="myCenterModalLabel">UTR <span id="heading"></span></h5>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body" id="modal_body">
+            </div>
+        </div>
+    </div>
+</div>
+
+<!-------------------------------------------------------------------------------------------------->
+
+<script>
+
+    // Datatable document ready
+    $(document).ready(function() {
+
+        var ticketsTable = $('#scroll-horizontal-datatable');
+        if (ticketsTable.length) {
+            ticketsTable.DataTable({
+                scrollX: true,
+                dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
+                    "<'row'<'col-sm-12'tr>>" +
+                    "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
+                buttons: [
+                    {
+                        extend: 'collection',
+                        text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
+                        className: 'btn app-btn-secondary ',
+                        buttons: [
+                            {
+                                extend: 'csv',
+                                title: 'List',
+                                text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
+                            },
+                            {
+                                extend: 'excel',
+                                title: 'List',
+                                sheetName: 'Policy-Tranction-payout-List',
+                                text: '<i class="mdi mdi-file-excel " ></i><span class="  btn-custom">  EXCEL </span>',
+                                className: 'app-btn-primary ',
+                            }
+                        ]
+                    }
+                ],
+                language: {
+                        search: `
+                        <div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
+                            _INPUT_
+                            <i class="mdi mdi-magnify datatable-search-icon" 
+                            style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666;"></i>
+                            <i class="mdi mdi-close-circle datatable-clear-icon" 
+                            style="position:absolute; right:10px; top:50%; transform:translateY(-50%); color:#666; display:none;"></i>
+                        </div>`,
+                        searchPlaceholder: "Search",
+                        emptyTable: '<div class="text-center text-muted">No Data found</div>'
+                },
+                paging: true, // Enable pagination
+                pageLength: 10, // Set default number of rows per page (optional)
+                ordering: false
+            });
+        } else {
+            console.error("Table atet found.");
+        }
+
+    });
+
+    function fetchUtrDetails(invoice_id, invoice_no)
+    {   
+        if (!invoice_id) {
+            toastr.warning("Invoice Id not found!", "WARNING");
+            return false;
+        }
+
+        let heading_text = ' - ( Invoice No : ' + invoice_no + ' )';
+
+        $('#modal_body').empty();
+        $('#heading').text(heading_text);
+        $('#modal_body').append('<div class="text-center p-5"><div class="spinner-border text-primary" role="status"><span class="sr-only">Loading...</span></div></div>');
+
+        var myModal = new bootstrap.Modal(document.getElementById('payout_modal'));
+        myModal.show();
+
+        let url = '<?= base_url('payout/fetchUtrDetails') ?>';
+
+        // Data to send in the AJAX request
+        let requestData = {
+            invoice_id: invoice_id,
+        };
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+        // Send AJAX request
+        sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
+
+            console.log('Data fetched successfully:', response);
+
+            $('#modal_body').empty();
+            $('#heading').text(heading_text);
+            $('#modal_body').append(response.data);
+
+            if (response.status == false) {
+                toastr.warning(response.message || 'Unable to fetch data', '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 fetching the data.', 'ERROR');
+        });
+    }
+
+</script>

app/Views/payout_list_handler.php

@@ -0,0 +1,184 @@
+<div class="container-fluid-min">
+    <div class="col-12" id="bds_filter">
+        <div class="card-body">
+            <div id="accordion" class="mb-3">
+                <div class="card mb-1">
+                    <h4 class="m-1">
+                        <span>Filter</span>
+                        <a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
+                            aria-expanded="true">
+                            <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
+                        </a>
+                    </h4>
+                    <div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
+                        <div class="card-body">
+                            <div class="form-group">
+                                <div class="form-row">
+                                    <div class="form-group col-md-3">
+                                        <label for="client_branch">Agents<span class="text-danger"></span></label>
+                                        <select class="form-control" id="agent_id" name="agent_id">
+                                            <option value="">Select Agent</option>
+                                                <?php if (isset($agent_list) && !empty($agent_list)) : ?>
+                                                    <?php foreach ($agent_list as $agent) : ?>
+                                                        <option value="<?= $agent['id']; ?>"><?= $agent['name']; ?></option>
+                                                    <?php endforeach; ?>
+                                                <?php endif; ?>
+                                        </select>
+                                    </div>
+
+                                    <div class="form-group col-md-3">
+                                        <label for="client_branch_id">Status<span class="text-danger"></span></label>
+                                        <select class="form-control" id="status_id" name="status_id">
+                                            <option value="">Select status</option>
+                                            <?php if (isset($payout_status) && !empty($payout_status)) : ?>
+                                                <?php foreach ($payout_status as $id => $status) : ?>
+                                                    <option value="<?= $id; ?>"><?= $status; ?></option>
+                                                <?php endforeach; ?>
+                                            <?php endif; ?>
+                                        </select>
+                                    </div>
+
+                                    <div class="form-group col-md-3" style="display: true;" id="date_div">
+                                        <label>Date<span class="text-danger"></span></label>
+                                        <div class="input-icon">
+                                            <input type="text" id="reportrange" class="form-control" readonly style="caret-color: transparent;">
+                                            <i class="mdi mdi-calendar-blank-outline additional-icon"></i>
+                                        </div>
+                                        <input type="hidden" id="startDate">
+                                        <input type="hidden" id="endDate">
+                                    </div>
+
+                                    <div class="form-group col-md-12 text-right m-b-0" style="margin-top: 29px;">
+                                        <a class="btn btn-secondary" id="clear-filters">Clear</a>
+                                        <a class="btn btn-primary" id="get-emp-list" onclick="fetchPayoutList(this);">Submit</a>
+                                    </div>
+
+                                </div>
+
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+    <!-- end page title -->
+    <div id="payout_list">
+        <?php if(isset($payout_list) && !empty($payout_list)) { echo $payout_list; }else{  } ?>
+    </div>
+</div>
+
+<script>
+
+    $(document).ready(function(){
+        $('#agent_id').select2();
+        $('#startDate').val('');
+        $('#endDate').val('');
+        $('#reportrange').val('');
+    })
+
+    $(function() {
+
+        const url = new URL(window.location.href);
+        const params = new URLSearchParams(url.search);
+
+        // Get start and end dates from URL parameters, or use default values
+        const startDateParam = params.get('start_date') || moment().subtract(60, 'days').format('DD-MM-YYYY');
+        const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+        // Parse the dates to moment objects
+        var start = moment(startDateParam, 'DD-MM-YYYY');
+        var end = moment(endDateParam, 'DD-MM-YYYY');
+
+        function cb(start, end) {
+            $('#reportrange').val(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+            $('#startDate').val(start.format('DD-MM-YYYY'));
+            $('#endDate').val(end.format('DD-MM-YYYY'));
+        }
+
+        $('#reportrange').daterangepicker({
+            startDate: start,
+            endDate: end,
+            locale: {
+                format: 'DD-MM-YYYY'
+            },
+            ranges: {
+                'Today': [moment(), moment()],
+                'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+                'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+                'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+                'This Month': [moment().startOf('month'), moment().endOf('month')],
+                'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
+            },
+            autoUpdateInput: false
+        }, cb);
+
+        // Only update inputs when user selects a date range
+        $('#reportrange').on('apply.daterangepicker', function(ev, picker) {
+            cb(picker.startDate, picker.endDate);
+        });
+
+        $('#clear-filters').on('click', function() {
+            // Reset all select dropdowns to the first option
+            $('#agent_id').val('').change();
+            $('#status_id').val('').change();
+
+            // Clear the date range inputs
+            $('#reportrange').val('');
+            $('#startDate').val('');
+            $('#endDate').val('');
+        });
+
+    });
+
+    function fetchPayoutList()
+    {
+        let agent_id = $('#agent_id').val();
+        let status_id = $('#status_id').val();
+        let start_date = $('#startDate').val();
+        let end_date = $('#endDate').val();
+
+        if (!agent_id && !status_id && !start_date && !end_date) {
+            toastr.warning("Please select any one filter!", "WARNING");
+            return false;
+        }
+
+        let url = '<?= base_url('payout/list') ?>';
+
+        // Data to send in the AJAX request
+        let requestData = {
+            agent_id: agent_id,
+            status_id: status_id,
+            start_date: start_date,
+            end_date: end_date,
+        };
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+        // Send AJAX request
+        sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
+
+            console.log('Data fetched successfully:', response);
+
+            $('#payout_list').empty();
+            $('#payout_list').append(response.data);
+
+            if (response.status == false) {
+                toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
+            }
+
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+
+        }, function(xhr, status, error) {
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+            $('#payout_list').empty();
+            $('#payout_list').append(response.data);
+            console.error('Error fetching data:', error);
+            console.error(xhr.responseText);
+            toastr.error('An error occurred while fetching the data.', 'ERROR');
+        });
+    }
+    
+</script>

app/Views/payout_utr_details.php

@@ -0,0 +1,280 @@
+<div>
+   
+    <div class="summary-box">
+        <div class="summary-row">
+            <span>Invoice Amount:</span>
+            <span id="utrInvoiceAmount" data-id="<?php echo isset($summary['invoice_amount']) && !empty($summary['invoice_amount']) ? $summary['invoice_amount'] : ""?>">
+                ₹<?php echo isset($summary['invoice_amount']) && !empty($summary['invoice_amount']) ? format_indian_number($summary['invoice_amount']) : "0.00"?>
+            </span>
+        </div>
+        <div class="summary-row">
+            <span>Total Paid:</span>
+            <span id="utrTotalPaid" data-id="<?php echo isset($summary['total_utr_amount']) && !empty($summary['total_utr_amount']) ? $summary['total_utr_amount'] : ""?>">
+                ₹<?php echo isset($summary['total_utr_amount']) && !empty($summary['total_utr_amount']) ? format_indian_number($summary['total_utr_amount']) : "0.00"?>
+            </span>
+        </div>
+        <div class="summary-row">
+            <span>Remaining Balance:</span>
+            <span id="utrRemaining" data-id="<?php echo isset($summary['balance_amount']) && !empty($summary['balance_amount']) ? $summary['balance_amount'] : ""?>">
+                ₹<?php echo isset($summary['balance_amount']) && !empty($summary['balance_amount']) ? format_indian_number($summary['balance_amount']) : "0.00"?>
+            </span>
+        </div>
+    </div>
+
+    <div id="utrContent">
+        <div class="utr-section">
+            <!-- <h5 class="utr-heading">Add New UTR</h5> -->
+            <form id="utrForm" role="form" class="parsley-examples">
+                <input type="hidden" name="utr_pk" id="utr_pk">
+                <input type="hidden" name="invoice_id" value="<?php echo isset($summary['id']) && !empty($summary['id']) ? $summary['id'] : ""?>">
+                <div class="row">
+                    <div class="col-md-3">
+                        <div class="form-group utr-form-group">
+                            <label class="utr-label">UTR Number <span class="text-danger">*</span></label>
+                            <input type="text" name="utr_no" id="utrNumber" class="form-control form-control-sm" placeholder="Enter UTR number" required>
+                        </div>
+                    </div>
+                    <div class="col-md-3">
+                        <div class="form-group utr-form-group">
+                            <label class="utr-label">Amount (₹) <span class="text-danger">*</span></label>
+                            <input type="number" name="amount" id="utrAmount" oninput="checkSum(this)" class="form-control form-control-sm" step="0.01" placeholder="Enter amount" required>
+                            <!-- <small class="utr-small-text">
+                                Max: <span id="maxUtrAmount">₹0.00</span>
+                            </small> -->
+                        </div>
+                    </div>
+                    <div class="col-md-3">
+                        <div class="form-group utr-form-group">
+                            <label class="utr-label">Date <span class="text-danger">*</span></label>
+                            <input type="text" name="utr_date" id="utrDate" class="form-control form-control-sm" placeholder="DD/MM/YYYY" required>
+                        </div>
+                    </div>
+
+                    <div class="col-md-3" style="<?= !isset($invoice_completed) ? 'display: block;' : 'display: none;' ?>">
+                        <div class="form-group utr-submit-wrapper">
+                            <a onclick="resetvalues()" class="btn btn-secondary btn-sm">Clear</a>
+                            <button id="utr_submit_btn" onclick="saveUtrDetails(event)" class="btn btn-primary btn-sm">Add UTR</button>
+                        </div>
+                    </div>
+
+                </div>
+            </form>
+        </div>
+    </div>
+
+    <div class="utr-list" id="utrList">
+        <h5 class="utr-heading">Existing UTRs</h5>
+        <div class="table-responsive">
+            <table data-custom-table-css="table" id="ticket-table" class="table table-sm w-100 nowrap utr-table">
+                <thead class="bg-light">
+                    <tr>
+                        <th class="font-weight-medium">S.No.</th>
+                        <th class="font-weight-medium">UTR No</th>
+                        <th class="font-weight-medium">Amount</th>
+                        <th class="font-weight-medium">Date</th>
+                        <!-- <th class="font-weight-medium">User</th> -->
+                        <th class="font-weight-medium">Action</th>
+                    </tr>
+                </thead>
+                <tbody> 
+                    <?php if (isset($utr_list_data) && !empty($utr_list_data)) { ?>
+                        <?php foreach($utr_list_data as $index => $row){ 
+                            $row['utr_date'] = change_date_format($row['utr_date'], null, 'd/m/Y') ?? " - " 
+                        ?>
+                            <tr>
+                                <td> <?= $index + 1 ?> </td>
+                                <td> <?= $row['utr_no'] ?> </td>
+                                <td> <?= format_indian_number($row['amount']) ?> </td>
+                                <td> <?= $row['utr_date'] ?> </td>
+                                <!-- <td> <?php // format_indian_number($row['created_user']) ?> </td> -->
+                                <td>
+                                    <div class="btn-group dropdown">
+                                        <a href="javascript: void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown" aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                        <div class="dropdown-menu dropdown-menu-right">
+                                            
+                                            <a style="<?= !isset($invoice_completed) ? 'display: block;' : 'display: none;' ?>" class="dropdown-item utr-dropdown-item" onclick='updateUtr(<?= htmlspecialchars(json_encode($row ?? []), ENT_QUOTES, "UTF-8") ?>)'><i class="mdi mdi-pencil mr-2 text-muted utr-icon vertical-middle"></i>Edit</a>
+                                            <a class="dropdown-item utr-dropdown-item" onclick="removeUtrApi(<?php echo isset($summary['id']) && !empty($summary['id']) ? $summary['id'] : ''?>, <?= $row['id'] ?>)"><i class="mdi mdi-delete mr-2 text-muted utr-icon vertical-middle"></i>Delete</a>                                            
+                                        </div>
+                                    </div>
+                                </td>
+                            </tr>
+                        <?php } ?>
+                    <?php } ?>
+                </tbody>
+            </table>
+        </div>
+    </div>
+
+</div>
+
+<script>
+
+    var dob = flatpickr("#utrDate", {
+        dateFormat: "d/m/Y",
+        allowInput: false,
+        maxDate: "today"
+    });
+
+    function saveUtrDetails(e) {
+
+        e.preventDefault();
+
+        console.log('saveUtrDetails function called');
+
+        var isValid = $('#utrForm').parsley().validate();
+        if (!isValid) {
+            $('#utrForm').find('input, select, textarea').each(function() {
+                if ($(this).parsley().isValid() === false && !$(this).val()) {
+                    console.log(' :) Empty field ID:', this.id);
+                }
+            });
+            console.log('Form is Empty', 'Warning');
+            return;
+        }
+        
+        var formData = new FormData($('#utrForm')[0]);
+        
+        // Show loading state
+        $('#utr_submit_btn').prop('disabled', true).text('Saving...');
+
+        let url = '<?= base_url('payout/saveUtrDetails') ?>';
+        
+        $.ajax({
+            url: url,
+            type: 'POST',
+            data: formData,
+            processData: false,
+            contentType: false,
+            dataType: 'json',
+            success: function(response) {
+
+                console.log('Data fetched successfully:', response);
+
+                if (response.status == true) {
+                    toastr.success(response.message, 'SUCCESS');
+                    $('#modal_body').empty();
+                    $('#modal_body').append(response.data);
+                }else{
+                    toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
+                }
+
+                // Re-enable button
+                $('#utr_submit_btn').prop('disabled', false).text('Add UTR');
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+            },
+            error: 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 fetching the data.', 'ERROR');
+            },
+            complete: function() {
+                $('#utr_submit_btn').prop('disabled', false).text('Add UTR');
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+                resetvalues();
+            }
+        });
+    }
+   
+    function updateUtr(data){
+        console.log("data", data)
+        if(data){
+            $('#utr_pk').val(data.id);
+            $('#utrNumber').val(data.utr_no);
+            $('#utrAmount').val(data.amount);
+            $('#utrDate').val(data.utr_date);
+            $('#utr_submit_btn').text('Update UTR');
+            $('#utrNumber').trigger('focus');
+        }
+    }
+
+    function resetvalues(){
+        $('#utr_pk').val("");
+        $('#utrNumber').val("");
+        $('#utrAmount').val("");
+        $('#utrDate').val("");
+        $('#utr_submit_btn').text('Add UTR');
+    }
+
+    function removeUtrApi(invoice_id, utr_id) {
+        Swal.fire({
+            title: "Are you sure?",
+            text: "Do you want to remove this UTR?",
+            icon: "warning",
+            showCancelButton: true,
+            confirmButtonText: "Yes, Proceed!",
+            cancelButtonText: "Cancel"
+        }).then((result) => {
+            if (result.isConfirmed) {
+                removeUtr(invoice_id, utr_id);
+            }
+        });
+    }
+
+    function removeUtr(invoice_id, utr_id){   
+
+        let url = '<?= base_url('payout/removeUtrDetails') ?>';
+
+        // Data to send in the AJAX request
+        let requestData = {
+            invoice_id: invoice_id,
+            utr_id: utr_id,
+        };
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        // Send AJAX request
+        sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
+
+            console.log('Data fetched successfully:', response);
+
+            $('#modal_body').empty();
+            $('#modal_body').append(response.data);
+
+            if (response.status == true) {
+                toastr.success(response.message, 'SUCCESS');
+            }else{
+                toastr.warning(response.message || 'Unable to fetch data', 'WARNING');
+            }
+
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+
+        }, function(xhr, status, error) {
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+            console.error('Error fetching data:', error);
+            console.error(xhr.responseText);
+            toastr.error('An error occurred while fetching the data.', 'ERROR');
+        });
+    }
+
+    function checkSum(input) {
+
+        let invoice_amt = parseFloat($('#utrInvoiceAmount').data('id')) || 0;
+        let utr_amt = parseFloat($('#utrTotalPaid').data('id')) || 0;
+        let balance_amt = parseFloat($('#utrRemaining').data('id')) || 0;
+
+        let input_amt = parseFloat($(input).val()) || 0;
+
+        console.log({ invoice_amt, utr_amt, balance_amt, input_amt });
+
+        let total_amt = utr_amt + input_amt;
+
+        if (total_amt > invoice_amt) {
+            toastr.warning('UTR amount exceeds the invoice amount');
+            $(input).val('');
+            $('#utr_submit_btn').prop('disabled', true);
+        }else{
+            $('#utr_submit_btn').prop('disabled', false);
+        }
+
+    }
+
+</script>

app/Views/ticket_form_gmc.php

@@ -948,16 +948,21 @@
     })
 
     function getClientPolicy() {
+
         console.log("get policy function called");
         hiddenData = $("#empIDHidden").val();
         hiddenData = JSON.parse(hiddenData);
         console.log('employee id ', hiddenData['emp_id']);
         let ticket_type_id = $('#ticket_type_id').val();
-        console.log("ticket_type_id", ticket_type_id);
+        let client_id = $('#mobile_emp_client_data_list').val();
+        console.log({ticket_type_id, client_id});
+
         data = {
             emp_id: hiddenData['emp_id'],
             ticket_type_id: ticket_type_id,
+            client_id: client_id,
         }
+        
         $.ajax({
             url: '<?= base_url("/ticket/getPoliciesbyEmpID") ?>',
             type: "POST",