MERGE_TEST_RFQ_LIVE_ISSUES&FEEDBACK

app/Config/Database.php

@@ -45,6 +45,9 @@ class Database extends Config
         'numberNative' => false,
     ];
 
+
+    public array $book_stack = [];
+
     /**
      * This database connection is used when
      * running PHPUnit database tests.
@@ -75,6 +78,29 @@ class Database extends Config
     {
         parent::__construct();
 
+        // Initialize book_stack configuration with environment variables
+        $this->book_stack = [
+            'DSN'         => '',
+            'hostname'    => getenv('bookStack_hostname'),
+            'username'    => getenv('bookStack_username'),
+            'password'    => getenv('bookStack_password'),
+            'database'    => getenv('bookStack_database'),
+            'DBDriver'    => 'MySQLi',
+            'DBPrefix'    => '',
+            'pConnect'    => false,
+            'DBDebug'     => true,
+            'charset'     => 'utf8',
+            'DBCollat'    => 'utf8_general_ci',
+            'swapPre'     => '',
+            'encrypt'     => false,
+            'compress'    => false,
+            'strictOn'    => false,
+            'failover'    => [],
+            'port'        => 3306,
+            'foreignKeys' => true,
+            'busyTimeout' => 1000,
+        ];
+
         // Ensure that we always set the database group to 'tests' if
         // we are currently running an automated test suite, so that
         // we don't overwrite live data on accident.
@@ -82,4 +108,5 @@ class Database extends Config
             $this->defaultGroup = 'tests';
         }
     }
+
 }

app/Config/Routes.php

@@ -448,6 +448,7 @@ $routes->cli('cli/new_gdrive_token', 'GoogleDriveController::generateNewGoogleDr
 //crone job
 $routes->cli('cli/enrollOpendAndClose', 'DashboardController::updatePolicyEnrollmentStatus');
 $routes->cli("cli/sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
+$routes->cli('cli/update-emp-policy-status', 'ClientController::updateEmpAndPolicyStatus');
 
 //Employee login api's
 $routes->post("/employeeRest/verifyEmployeeNumber", "RestAuthenticationController::verifyEmployeeWithMobileNumber");
@@ -462,7 +463,9 @@ $routes->post("/employeeRest/updateEmpMPIN", "RestAuthenticationController::upda
 
 //HR login api's
 $routes->post("/employeeRest/verifyHrWithMobileNumber", "RestAuthenticationController::verifyHrWithMobileNumber");
+$routes->post("/employeeRest/verifyHrWithEmail", "RestAuthenticationController::verifyHrWithEmail");
 $routes->post("/employeeRest/getVerifiedHrData", "RestAuthenticationController::getVerifiedHrData");
+$routes->post("/employeeRest/updateHROTP", "RestAuthenticationController::updateHROTP");
 
 // Test initiate Claim 
 $routes->post('initiateClaim',"EmployeeRestController::initiateClaim");
@@ -513,7 +516,12 @@ $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
     $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
 
     $routes->get("exportDataByClientPolicyId", "EmployeeRestController::exportDataByClientPolicyId");
-    $routes->get("getCashDepositData", "EmployeeRestController::getCashDepositData");
+
+    $routes->get("getPolicyLevelEmployeeSummaryData", "EmployeeRestController::getPolicyLevelEmployeeSummaryData");
+    $routes->get("cdSummaryData", "EmployeeRestController::cdSummaryData");
+    $routes->get("cdTransactionData", "EmployeeRestController::cdTransactionData");
+    $routes->match( ['get', 'post'], 'claimsSearch','EmployeeRestController::claimsSearch');
+    $routes->get("claimView", "EmployeeRestController::claimView");
     $routes->get("exportCashDepositData", "EmployeeRestController::exportCashDepositData");
 
     $routes->get("removeEmpAndEmpPolicyData", "EmployeeRestController::removeEmpAndEmpPolicyData");
@@ -525,8 +533,8 @@ $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
     $routes->get("getFEContent", "EmployeeRestController::getFEContent");
     $routes->get("getAdvertisementImage", "EmployeeRestController::getAdvertisementImage");
     $routes->get("getWellnessURL", "EmployeeRestController::getWellnessURL");
+    //$routes->post('postDataForTicket',"EmployeeRestController::postDataForTicket");
 
-    // $routes->post('postDataForTicket',"EmployeeRestController::postDataForTicket");
 });
 $routes->get("getEmployeeActiveOrInactivePolicy", "EmployeeRestController::getEmployeeActiveOrInactivePolicy");
 $routes->get("sendPushNotification", "EmployeeRestController::sendPushNotification");
@@ -538,7 +546,7 @@ $routes->get("getBackToEnrolledDetails", "EmployeeRestController::getBackToEnrol
 
 // Ticketing System End's
 
-
+$routes->get("autobookstackLogin", "RestAuthenticationController::bookstackLoginToken");
 //BDSReports
 $routes->group("/bdsReport", ["filter" => "authMVC"], function ($routes) {
     $routes->match( ['get', 'post'], 'irba_report','BDSReportController::irba_report');

app/Controllers/ClientController.php

@@ -618,7 +618,7 @@ class ClientController extends AdminController
     }
 
     // In your controller
-    public function deposit($id = null)
+    public function deposit($id = null , $requestFrom = null )
     {
         $headerData['page_name'] = 'Client Deposit';
 
@@ -629,13 +629,15 @@ class ClientController extends AdminController
         // Fetch associated insurer names and balances
         $balances = $this->clientPolicyModel->getBalances($id);
         $data['balances'] = $balances;
-        // dd($data);
+
+        if($requestFrom == 'rest'){ return $data; }
+
         echo view('layout/header', $headerData);
         echo view('client_deposit_list', $data);
         echo view('layout/footer');
     }
 
-    public function view_Deposit($insurerId)
+    public function view_Deposit($insurerId , $requestFrom = null , $param = null)
     {
         // Load your model to fetch data based on $clientId and $insurerId
         // $subTypeOptions = [
@@ -660,15 +662,23 @@ class ClientController extends AdminController
         $headerData['page_name'] = 'Client Deposit';
         $loggedInUserID = get_session_userid();
         // $data['clientData']= $this->clientPolicyModel->getinsurerswithinsurenceid($insurerId);
-        $clientId = $this->request->getGet('client_id');
+        if($requestFrom == 'rest')
+        { 
+            $clientId = $param['client_id'];
+            $cd_ac_pk = $param['cd_ac_pk'];
+        }else{
+            $clientId = $this->request->getGet('client_id');
+            $cd_ac_pk = $this->request->getGet('cd_ac_pk');
+        }
+        
         $data['insurerName'] = $this->insurerModel->getInsurerName($insurerId, $clientId);
-        $data['depositdata'] = $this->clientPolicyModel->getdepositData($clientId, $insurerId);
+        $data['depositdata'] = $this->clientPolicyModel->getdepositData($clientId, $insurerId, $cd_ac_pk);
         $data['clientData'] = $this->clientPolicyModel->getClientById($clientId);
-        $data['deposiamount'] = $this->clientPolicyModel->getDepositSummary($clientId, $insurerId);
+        $data['deposiamount'] = $this->clientPolicyModel->getDepositSummary($clientId, $insurerId, $cd_ac_pk);
+        $data['cd_ac_pk'] = $cd_ac_pk;
 
-        // dd($data);
-
-        // print_r($data['depositdata'] );die;
+        if($requestFrom == 'rest'){ return $data; }
+        
         // Load the view for the new list page;
         echo view('layout/header', $headerData);
         echo view('view_deposit', $data);
@@ -689,9 +699,16 @@ class ClientController extends AdminController
             ->where('insurer_id', $insurer_id)
             ->where('is_active', 1)
             ->first();
-        // Prepare the array with data
-        $date = \DateTime::createFromFormat('d/m/Y', $record_date);
-        $record_date = $date->format('Y-m-d');
+
+        
+        if(!empty($record_date)){
+            // Prepare the array with data
+            $date = \DateTime::createFromFormat('d/m/Y', $record_date);
+            $record_date = $date->format('Y-m-d');
+        }else{
+            $record_date = null;
+        }
+
         $data = [
             'amount' => $this->request->getPost('amount'),
             'sub_type_id' => $this->request->getPost('sub_type_id'),
@@ -1273,7 +1290,12 @@ class ClientController extends AdminController
         $data['insurer_id']        = $insurerId;
 
         $tpaValue                  = (string) $this->request->getPost('tpa');
-        list($tpaBranchId, $tpaId) = explode('-', $tpaValue);
+        if(!empty($tpaValue) || $tpaValue !== ''){
+            list($tpaBranchId, $tpaId) = explode('-', $tpaValue);
+        }else{
+            $tpaBranchId = null;
+            $tpaId = null;
+        }
 
         $data['tpa_branch_id']     = $tpaBranchId;
         $data['client_id']         = $client_id;
@@ -4053,13 +4075,13 @@ class ClientController extends AdminController
 
         // Additional logic for non-individual clients (client_type != 2)
         if ($client_type != 2) {
-            $unit = $postData['short_name'] . '-' . $postData['branch_code'];
+            $unit[] = $postData['short_name'] . '-' . $postData['branch_code'];
             $branch_data = [
                 'client_id' => $client_insert,
                 'branch_name' => $postData['branch_name'],
                 'branch_code' => $postData['branch_code'],
                 'gst' => $postData['gst'],
-                'units' => $unit,
+                'units' => json_encode($unit) ?? null,
             ];
 
             $branch_insert = $this->clientBranchModel->insert($branch_data);
@@ -4825,10 +4847,22 @@ class ClientController extends AdminController
         // ----------EMP DATA SERVICE CONTROLLER--------------------------------------------------------------------------------
 
         // $batch_data = [
-        //     'client_id' => 17,
-        //     'client_policy_id' => 30,
-        //     'client_branch_id' => 18,
-        //     'event_type' => "inception",
+        //     'client_id' => 29,
+        //     'client_policy_id' => 17,
+        //     'client_branch_id' => 15,
+        //     'insurer_or_tpa' => "insurer",
+        //     'event_type' => "deletion",
+        // ]; 
+        
+        // $batch_data = [
+        //     'client_id' => 89,
+        //     'client_policy_id' => 328,
+        //     'client_branch_id' => 88,
+        //     'insurer_or_tpa' => "insurer",
+        //     // 'insurer_or_tpa' => "tpa",
+        //     'event_type' => "si_enhancement",
+        //     'file_name' => "si_enhancement_test_file.xlsx",
+        //     'actions' => "export",
         // ];
 
         // $batch_data['insurer_or_tpa'] = 'insurer';
@@ -4844,13 +4878,17 @@ class ClientController extends AdminController
         // $EmpDataServiceController->sendMailForDownloadingECard($ids);
         
         $EmpDataServiceController = new EmpDataServiceController();
+        // $EmpDataServiceController->generateExcelForSIEnhancement($batch_data); die;
+        // $EmpDataServiceController->importInceptionFileValidation(['file_id' => 1932]); die;
         // $EmpDataServiceController->importDeletionValidation(['file_id' => 304]); //for live
         // $EmpDataServiceController->importSIEnhancementUpdateEndorsementID(['file_id' => 1199]); //for live
         // $EmpDataServiceController->importSIEnhancementValidation(['file_id' => 1205]); //for live
         // $EmpDataServiceController->importInceptionUpdateTPAandUHID(['file_id' => 214]); //for live
 
         // $result = $this->employeePolicyModel->getDeletionEmployeeDataForExportExcel($batch_data);
-        // print_rr($result); die;
+        // $result = $this->employeePolicyModel->getSIEnhancementEmployeesDataForExportExcel($batch_data, 1);
+        // return $this->downloadInsurerExcelExport($batch_data);
+        // dd($result); die;
 
         // $empServiceController = new EmployeeServiceController();
         // $res = $empServiceController->employeesOnboardPreprocess(['file_id' => '741']);
@@ -4859,7 +4897,7 @@ class ClientController extends AdminController
         // $res = $PolicyTransactionController->validateInsurerStatement(['file_id' => '36']);
 
         // $empServiceController = new EmployeeServiceController();
-        // $res = $empServiceController->excelFileDataValidation(['file_id' => '319']);
+        // $res = $empServiceController->excelFileDataValidation(['file_id' => '1101']);
         // dd($res);
 
         // $EmpDataServiceController = new EmpDataServiceController();
@@ -5192,8 +5230,10 @@ class ClientController extends AdminController
             ->where('insurers.is_active', 1)
             ->where('tpa.is_active', 1)
             ->where('employees.is_active', 1)
+            ->where('employees.emp_status', "active")
             ->where('employees.relationship', "Self")
             ->where('employee_polices.is_active', 1)
+            ->where('employee_polices.status', "active")
             ->where($field_name, $param);
 
             if (!empty($client_id)) {

app/Controllers/EmpDataServiceController.php

@@ -185,7 +185,7 @@ class EmpDataServiceController extends BaseController
             $balance = $this->CDMasterModel
                 ->where('client_id', $export_data['client_id'])
                 ->where('insurer_id', $policy_details['insurer_id'])
-                ->where('cd_ac_no', $policy_details['cd_ac_no'])
+                ->where('id', $policy_details['cd_ac_pk'])
                 ->first();
 
             $cash_balance['balance'] = $balance['opening_bal'];
@@ -683,7 +683,7 @@ class EmpDataServiceController extends BaseController
             $balance = $this->CDMasterModel
                 ->where('client_id', $export_data['client_id'])
                 ->where('insurer_id', $policy_details['insurer_id'])
-                ->where('cd_ac_no', $policy_details['cd_ac_no'])
+                ->where('id', $policy_details['cd_ac_pk'])
                 ->first();
 
             $cash_balance['balance'] = $balance['opening_bal'];
@@ -1411,7 +1411,8 @@ class EmpDataServiceController extends BaseController
         // dd($inceptionHeader);
         foreach ($inceptionHeader as $key => $value) {
 
-            if($excel_header[$key] != $value){
+           if (!isset($excel_header[$key]) || $excel_header[$key] != $value) {
+
                 $data = [
                     'status' => 'failed-5',
                 ];
@@ -3046,25 +3047,28 @@ class EmpDataServiceController extends BaseController
 
         // dd($emp_policy_ids, $emp_details, $endorsement_details);
 
-        $this->employeePolicyModel->updateBatch($emp_policy_ids, 'id');
+        if ($file['insurer_or_tpa'] == 'insurer') {
 
-        // $this->employeePolicyModel->insertBatch($emp_details);
-        // $insertedIds = [];
-        // $startId = $db->insertID(); // Get the first inserted ID
-        
-        // for ($i = 0; $i < count($emp_details); $i++) {
-        //     $insertedIds[] = $startId + $i;
-        // }
+            $this->employeePolicyModel->updateBatch($emp_policy_ids, 'id');
 
-        $insertedIds = [];
-        foreach ($emp_details as $emp) {
-            $insertedIds[] = $this->employeePolicyModel->insert($emp);
+            // $this->employeePolicyModel->insertBatch($emp_details);
+            // $insertedIds = [];
+            // $startId = $db->insertID(); // Get the first inserted ID
+
+            // for ($i = 0; $i < count($emp_details); $i++) {
+            //     $insertedIds[] = $startId + $i;
+            // }
+
+            $insertedIds = [];
+            foreach ($emp_details as $emp) {
+                $insertedIds[] = $this->employeePolicyModel->insert($emp);
+            }
+
+            // dd($insertedIds);
+
+            $this->employeePolicyModel->bulkUpdateForEndorsement($endorsement_details);
+            $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
         }
-        
-        // dd($insertedIds);
-        
-        $this->employeePolicyModel->bulkUpdateForEndorsement($endorsement_details);
-        $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
 
 
         // Update batch file status and amount
@@ -3537,20 +3541,29 @@ class EmpDataServiceController extends BaseController
         //     return ['status' => 'error', 'message' => 'Employees table data is empty or null.'];
         // }
 
-        // Check if $employee_policy_table_data is null or empty
-        if (empty($employee_policy_table_data)) {
-            return ['status' => 'error', 'message' => 'Employee policy table data is empty or null.'];
-        }
+        if ($file['insurer_or_tpa'] == 'insurer') {
 
-        // Check if $emp_endorsement_table_data is null or empty
-        if (empty($emp_endorsement_table_data)) {
-            return ['status' => 'error', 'message' => 'Employee endorsement table data is empty or null.'];
-        }
+            // Check if $employee_policy_table_data is null or empty
+            if (empty($employee_policy_table_data)) {
+                 $this->batchFileModel->update($file_id, [
+                    'status' =>  "failed",
+                ]);
+                return ['status' => 'error', 'message' => 'Employee policy table data is empty or null.'];
+            }
 
-        // $this->employeeModel->updateBatch($employees_table_data, 'id');
-        $this->employeePolicyModel->updateBatch($employee_policy_table_data, 'id');
-        $this->employeePolicyModel->bulkUpdateForEndorsement($emp_endorsement_table_data);
-        $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
+            // Check if $emp_endorsement_table_data is null or empty
+            if (empty($emp_endorsement_table_data)) {
+                 $this->batchFileModel->update($file_id, [
+                    'status' =>  "failed",
+                ]);
+                return ['status' => 'error', 'message' => 'Employee endorsement table data is empty or null.'];
+            }
+
+            // $this->employeeModel->updateBatch($employees_table_data, 'id');
+            $this->employeePolicyModel->updateBatch($employee_policy_table_data, 'id');
+            $this->employeePolicyModel->bulkUpdateForEndorsement($emp_endorsement_table_data);
+            $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
+        }
 
         // Update batch file status and amount
         $this->batchFileModel->update($file_id, [

app/Controllers/EmployeeController.php

@@ -336,15 +336,16 @@ class EmployeeController extends AdminController
                             ->join('client_branch cb', 'files.client_branch_id = cb.id', 'left')
                             ->join('policy_type', 'policy_type.id = cp.policy_type_id')
                             ->join('clients c', 'files.client_id = c.id and files.client_id = cp.client_id', 'left')
-                            ->join("client_rm cr","cr.client_id = c.id and cr.is_active = 1",'left');
+                            ->join("client_rm cr","cr.client_id = c.id and cr.is_active = 1",'left')
+                            ->where('files.is_active', 1);
                             if (in_array($role_id, [2, 3])) {
             
                                 // If the user is a Account Manager or Manager, filter by user_id
                                 $query->where('cr.user_id', $user_id);
                             }
                             // ->where('files.created_by', get_session_userid())
-                            $data['fileList'] = $query->orderBy('files.created_at', 'desc')
-                            ->limit(100)
+                            $data['fileList'] = $query->groupBy("c.id")->orderBy('files.created_at', 'desc')
+                            ->limit(1500)
                             ->find();
         // dd($data['fileList']);
 
@@ -386,15 +387,16 @@ class EmployeeController extends AdminController
         ->join('client_branch', 'client_branch.id = batch_files.client_branch_id')
         ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
         ->join('clients', 'clients.id = client_policy.client_id')
-        ->join("client_rm cr","cr.client_id = clients.id and cr.is_active = 1",'left');
+        ->join("client_rm cr","cr.client_id = clients.id and cr.is_active = 1",'left')
+        ->where('batch_files.is_active', 1);
                             if (in_array($role_id, [2, 3])) {
             
                                 // If the user is a Account Manager or Manager, filter by user_id
                                 $query2->where('cr.user_id', $user_id);
                             }
                             // ->where('files.created_by', get_session_userid())
-                            $data['batch_list'] = $query2->orderBy('batch_files.id', 'desc')
-                            ->limit(1000)
+                            $data['batch_list'] = $query2->groupBy("clients.id")->orderBy('batch_files.id', 'desc')
+                            ->limit(1500)
                             ->find();
         
 
@@ -1040,6 +1042,7 @@ class EmployeeController extends AdminController
 
         $data = $this->employeePolicyModel->select('employee_polices.id')
             ->where('employee_polices.is_active', 1)
+            ->where('employee_polices.status', 'active')
             ->where('employee_polices.client_policy_id', $id)
             ->findAll();
 
@@ -2401,7 +2404,7 @@ class EmployeeController extends AdminController
         } else if ($actionType == 'deletion') {
             $filePath = ROOTPATH . 'public/sample_import_excel/sample_import_Deletion.xlsx';
         }else if ($actionType == 'missed_inception') {
-            $filePath = ROOTPATH . 'public/sample_import_excel/sample_import_Inception.xlsx';
+            $filePath = ROOTPATH . 'public/sample_import_excel/sample_import_Addition.xlsx';
         }
 
         // Check if the file exists

app/Controllers/EmployeeRestController.php

@@ -2276,72 +2276,47 @@ class EmployeeRestController extends AdminController
     }
 
 
-    public function getCashDepositData()
+    public function getPolicyLevelEmployeeSummaryData()
     {
 
-        $ClientPolicyData =  $this->clientPolicyModel->select('client_policy.client_id as clientId , client_policy.insurer_id as insurerId,insurers.name as insurer_name')
-                                                    ->join('insurers', 'client_policy.insurer_id = insurers.id', 'left')
-                                                    ->where('client_policy.client_id', $this->request->getGet('client_id') )
-                                                    ->where('client_policy.client_branch_id', $this->request->getGet('client_branch_id') )
-                                                    ->where('client_policy.is_active', 1 )
-                                                    ->where('client_policy.policy_status', 1)
-                                                    ->groupBy('client_policy.insurer_id')
-                                                    ->findAll();
-        $result = [];
-
-        if(count($ClientPolicyData))
-        {
-            foreach ($ClientPolicyData as $key => $value) {
-
-                $data['clientId'] = $value['clientId'];
-                $data['insurerId'] = $value['insurerId'];
-                $data['insurerName'] = $value['insurer_name'];
-                $data['depositData'] = $this->clientPolicyModel->getdepositData($value['clientId'],$value['insurerId']); 
-                $data['balance'] = count($data['depositData']) ? $data['depositData'][0]->balance : 0;
-        
-                $data['policyDetails'] = [];
-                $ClientPolicyData = $this->clientPolicyModel->select('client_policy.id as client_policy_id , client_policy.client_id as client_id,  client_policy.policy_type_id as policy_type_id,  client_policy.is_addon as is_addon , client_policy.open_for_enrollment as OpenForEnrollment , client_policy.inception_type  as inception_type ')
-                                                            
-                                                            ->where('client_policy.insurer_id',  $value['insurerId'] )
-                                                            ->where('client_policy.client_id', $this->request->getGet('client_id') )
-                                                            ->where('client_policy.client_branch_id', $this->request->getGet('client_branch_id') )
-                                                            ->where('client_policy.is_active', 1 )
-                                                            ->where('client_policy.policy_status', 1)
-                                                            ->findAll();
-                // dd( $ClientPolicyData);
-                foreach ($ClientPolicyData as $key => $value) 
+          
+            $ClientPolicyData = $this->clientPolicyModel->select('client_policy.id as client_policy_id , client_policy.client_id as client_id,  client_policy.policy_type_id as policy_type_id,  client_policy.is_addon as is_addon , client_policy.open_for_enrollment as OpenForEnrollment , client_policy.inception_type  as inception_type ')
+                                                        ->where('client_policy.client_id', $this->request->getGet('client_id') )
+                                                        ->where('client_policy.client_branch_id', $this->request->getGet('client_branch_id') )
+                                                        ->where('client_policy.is_active', 1 )
+                                                        ->where('client_policy.policy_status', $this->request->getGet('policy_status'))
+                                                        ->findAll();
+            $result = [];
+            // dd( $ClientPolicyData);
+            foreach ($ClientPolicyData as $key => $value) 
+            {
+                $policyTypeData = $this->policyTypeModel->where('id',$value['policy_type_id'])->get()->getRow();
+                $value['type'] = $policyTypeData->policy_type;
+                $value['policy_name'] = $policyTypeData->long_name;
+                $employeeDetails = $this->employeePolicyModel->getEmployeePolicy( client_id:$value['client_id'],policy_id: $value['client_policy_id'],status:0,branch_id:$this->request->getGet('client_branch_id'));
+                // dd($employeeDetails);
+                $activeCount = 0;
+                $inactiveCount = 0;
+                if(count($employeeDetails))
                 {
-                    $policyTypeData = $this->policyTypeModel->where('id',$value['policy_type_id'])->get()->getRow();
-                    $value['type'] = $policyTypeData->policy_type;
-                    $value['policy_name'] = $policyTypeData->long_name;
-                    $employeeDetails = $this->employeePolicyModel->getEmployeePolicy( client_id:$value['client_id'],policy_id: $value['client_policy_id'],status:0,branch_id:$this->request->getGet('client_branch_id'));
-                    $enrolledCount = 0;
-                    $draftCount = 0;
-                    if(count($employeeDetails))
-                    {
-                        foreach ($employeeDetails as $item) {
-                            if ($item['emp_status'] === 'enrolled') {
-                                $enrolledCount++;
-                            } elseif ($item['emp_status'] === 'draft') {
-                                $draftCount++;
-                            }
+                    foreach ($employeeDetails as $item) {
+                        if ($item['emp_status'] === 'active') {
+                            $activeCount++;
+                        } elseif ($item['emp_status'] === 'inactive') {
+                            $inactiveCount++;
                         }
                     }
-                
-                    $value['totalMembersCount'] = count($employeeDetails);
-                    $value['membersCountOfEnrolled'] = $enrolledCount;
-                    $value['membersCountOfDraft'] = $draftCount;
-        
-                    array_push($data['policyDetails'],$value);
                 }
-        
-        
-                array_push($result,$data);
             
-            }
-        }
-
+                $value['totalMembersCount'] = count($employeeDetails);
+                $value['membersCountOfActive'] = $activeCount;
+                $value['membersCountOfInactive'] = $inactiveCount;
     
+                
+                array_push($result,$value);
+            }
+    
+
 
         if($result)
         {
@@ -2353,6 +2328,218 @@ class EmployeeRestController extends AdminController
     }
 
 
+    public function cdSummaryData()
+    {
+
+        $clientId = $this->request->getGet('client_id');
+
+        $clientController = new ClientController;
+        $result = $clientController->deposit($clientId , $requestFrom = 'rest');
+        
+        $data = [];
+
+            foreach ($result['clientData'] as $key => $value) 
+            {
+                $temp['client_id'] = $value->client_id;
+                $temp['insurer_id'] = $value->insurer_id;
+                $temp['cd_ac_pk'] = $value->cd_ac_pk;
+                $temp['insurer_name'] = $value->insurer_name;
+                $temp['cd_master_account_no'] = $value->cd_master_account_no;
+                if (isset($result['balances'][$temp['insurer_id']])) {
+                    $balance = $result['balances'][$temp['insurer_id']]->balance;
+                    $temp['balance'] = $balance;
+                } else {
+                    $temp['balance'] = "N/A";  
+                }
+                
+                array_push($data,$temp);  
+            }
+
+
+        if($data)
+        {
+            return $this->respond(['status' => 'success','code' => (count($data) ? 200 : 404),'data' => $data ], 200);
+        }else{
+            return $this->respond(['status' => 'failed','code' => (count($data) ? 200 : 404),'data' => [] ], 200);
+        }
+        
+    }
+
+    public function cdTransactionData()
+    {
+
+        $clientId = $this->request->getGet('client_id');
+        $insurerId = $this->request->getGet('insurer_id');
+        $cdAccountPrimaryKey = $this->request->getGet('cd_ac_pk');
+
+        $clientController = new ClientController;
+        $result = $clientController->view_Deposit($insurerId , $requestFrom = 'rest' , $param = ['client_id'=>$clientId, 'cd_ac_pk'=>$cdAccountPrimaryKey ]);
+        
+        $data['insurer_name'] = $result['insurerName']->name;
+        $data['account_number'] = $result['insurerName']->cd_master_account_no;
+        $data['total_deposit'] = $result['deposiamount']->total_credit;
+        $data['total_consumed'] = $result['deposiamount']->total_withdraw;
+        $data['total_refund'] = $result['deposiamount']->total_refund;
+        $data['currect_balance'] = $result['deposiamount']->balance;
+        $data['deposit_data'] = $result['depositdata'];
+         
+
+        // dd($data);
+
+        if($data)
+        {
+            return $this->respond(['status' => 'success','code' => (count($data) ? 200 : 404),'data' => $data ], 200);
+        }else{
+            return $this->respond(['status' => 'failed','code' => (count($data) ? 200 : 404),'data' => [] ], 200);
+        }
+        
+    }
+
+
+    public function claimsSearch()
+    {
+
+        if ($this->request->is('get')) {
+           
+            $data['claim_status'] = $this->claimStatusModel->select('id,ticket_type,claim_status')->where('is_active', 1)->findAll();
+            $data['ticket_type'] =  [
+                                        ["ticket_type" => "1", "type_name" => "Claim-GMC"],
+                                        ["ticket_type" => "2", "type_name" => "Claim-GPA"],
+                                        ["ticket_type" => "3", "type_name" => "EDLI"],
+                                        ["ticket_type" => "4", "type_name" => "GTLI"],
+                                    ];
+           
+            return $this->respond(['status' => (count($data) ? 'success' : 'failed'),'code' => (count($data) ? 200 : 404),'data' => $data ], 200);
+           
+        }
+
+        $db = db_connect();
+
+        $search_data = $this->request->getJSON(true); // Get JSON as associative array
+       
+        $client_id = isset($search_data['client_id']) ? (int) $search_data['client_id'] : 0;
+        unset($search_data['client_id']);
+
+        $from_date = isset($search_data['from_date']) ? $search_data['from_date'] : null;
+        $to_date   = isset($search_data['to_date']) ? $search_data['to_date'] : null;
+        unset($search_data['from_date'], $search_data['to_date']);
+    
+        $where = [];
+    
+        // Dynamically build WHERE conditions from non-empty parameters
+        foreach ($search_data as $key => $value) {
+            if (!empty($value) && $value !== 0 && $value !== '0') {
+                $where["tm.$key"] = $value;
+            }
+        }
+    
+        $builder = $db->table('ticket_master tm');
+        $builder->select([
+            'tm.id',
+            'tm.ticket_type_id',
+            'tcs.claim_status AS status',
+            'tm.claim_number AS claim_no',
+            'tm.claim_status_id',
+            'tm.is_head_approved',
+            'tm.tpa_id',
+            'tm.tpa_no',
+            'tm.emp_name',
+            'tm.emp_code',
+            'tm.relationship',
+            'i.name AS insurer_name',
+            'c.client_name',
+            'tm.insured_name',
+            'c.short_name',
+            'DATE_FORMAT(tm.created_at, "%d-%m-%Y") AS ticket_created_date',
+    
+            '(SELECT first_name FROM user_profiles WHERE user_profiles.id = tm.acm_id) AS acm_name',
+            '(SELECT name FROM insurers WHERE insurers.id = tm.insurer_id) AS insurer_name_sub',
+            '(SELECT name FROM tpa WHERE tpa.id = tm.tpa_id) AS tpa_name',
+    
+            'tm.acm_id',
+            'tm.insurer_id',
+            'tm.client_policy_id',
+            'tm.policy_no',
+            'tm.priority',
+            'tm.emp_mobile',
+            'tm.emp_mail',
+            'tm.emp_personal_mail',
+            'tm.mode_of_intimation',
+            'tm.claim_type',
+            'tm.hospital_name',
+            'tm.doa',
+            'tm.dod',
+            'tm.claim_amount',
+            'tm.pod_no',
+            'tm.date_of_join',
+            'tm.date_of_incep',
+            'tm.dob',
+            'tm.date_of_accident',
+            'tm.date_of_death',
+            'tm.date_of_intimat',
+            'tm.si_amt',
+            'tm.raised_date',
+            'tm.registration_date',
+            'tm.query_received_date',
+            'tm.denial_date',
+            'tm.approved_date',
+            'tm.settled_date',
+            'tm.denial_reason',
+            'tm.approved_letter',
+            'tm.approved_amount',
+            'tm.utr_details',
+            'tm.settle_letter',
+            'tm.return_remark',
+            'tm.cancel_remark',
+            'tm.awb_no_courier_name',
+            'tm.non_id_reason',
+            'tm.pay_initiate_date',
+            'tm.approved_description'
+        ]);
+    
+        $builder->join('insurers i', 'i.id = tm.insurer_id AND i.is_active = 1', 'left');
+        $builder->join('clients c', 'c.id = tm.client_id AND c.is_active = 1', 'left');
+        $builder->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.is_active = 1', 'left');
+    
+        $builder->where('tm.is_active', 1);
+       
+        if ($client_id > 0) {
+            $builder->where('tm.client_id', $client_id);
+        }
+        
+        if (!empty($from_date) && !empty($to_date)) {
+            $from_date_mysql = date('Y-m-d', strtotime($from_date));
+            $to_date_mysql = date('Y-m-d', strtotime($to_date));
+            $builder->where("DATE(tm.created_at) BETWEEN '$from_date_mysql' AND '$to_date_mysql'");
+        }
+    
+        if (!empty($where)) {
+            $builder->where($where);
+        }
+    
+        $builder->orderBy('tm.id', 'DESC');
+    
+        $data = $builder->get()->getResultArray();
+
+        return $this->respond(['status' => (count($data) ? 'success' : 'failed'),'code' => (count($data) ? 200 : 404),'data' => $data ], 200);
+       
+    }
+
+    public function claimView()
+    {
+        $ticket_id = $this->request->getGet('ticket_id');
+        $ticketController = new TicketController;
+        $data['ticket_history'] =  $ticketController->ticketHistory($ticket_id);
+        $data['claims_data'] = $this->ticketMaster->getTicketDataByTicketID($ticket_id);
+        $data['ticket_data'] = $ticketController->getMoreInfo($requestFrom = 'rest', $ticket_id);
+        
+        
+
+        return $this->respond(['status' => (count($data) ? 'success' : 'failed'),'code' => (count($data) ? 200 : 404),'data' => $data ], 200);
+    }
+    
+
+
 
 
     public function exportCashDepositData()
@@ -2501,8 +2688,9 @@ class EmployeeRestController extends AdminController
 
     function getEmployeeActiveOrInactivePolicy()
     {
-        if($this->request->getGet('type') == 'Active'){ $policy_status = 1; }else{ $policy_status = 0; }
-        $ClientPolicyData =  $this->clientPolicyModel->select('client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url,  policy_type.long_name as policy_long_name')
+        if($this->request->getGet('type') == 'Active'){ $policy_status = 1; $policy_status_key = "Active"; }else{ $policy_status = 0; $policy_status_key = "InActive";}
+        $dayInterval = 10;
+        $ClientPolicyData =  $this->clientPolicyModel->select("client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url,  policy_type.long_name as policy_long_name, DATE_ADD(client_policy.policy_end_date, INTERVAL {$dayInterval} DAY) as claims_grace_date")
                                                     ->join('insurers', 'client_policy.insurer_id = insurers.id', 'left')
                                                     ->join('tpa', 'client_policy.tpa_id = tpa.id', 'left')
                                                     ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
@@ -2526,12 +2714,16 @@ class EmployeeRestController extends AdminController
                                             ->get()->getRow()->name;
         $whereArrayForId = [];
         foreach ( $employeeData as $key => $value) { array_push($whereArrayForId, $value['id']); }
-        
+
         if(count($ClientPolicyData) > 0 && count($employeeData) > 0)
         {
             $result = [];
             foreach ($ClientPolicyData as $key => $ClientPolicyValue) {
 
+                if (strtotime(date('Y-m-d') > strtotime($ClientPolicyValue['claims_grace_date']))) {
+                    continue;
+                }
+
                 if($ClientPolicyValue['policy_type_id'] == 1)
                 { 
                     $policyGroup = 'gpa';
@@ -2565,6 +2757,8 @@ class EmployeeRestController extends AdminController
                 $data['policy_start_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_start_date']);
                 $data['policy_end_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_end_date']);
                 $data['heading'] = $ClientPolicyValue['policy_long_name'];
+                $data['claims_grace_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['claims_grace_date']);
+                $data['policy_status'] = $policy_status_key;
                 // $data['policy_terms'] = $terms;
 
                 // if($ClientPolicyValue['policy_type_id'] == 1){ $data['heading'] = 'Group Personal Accident Coverage'; }else
@@ -3325,7 +3519,8 @@ class EmployeeRestController extends AdminController
 
     public function getWellnessUrl()
     {
-        $url = "https://aam.mohfw.gov.in/home/login";
+        // $url = "https://aam.mohfw.gov.in/home/login";
+        $url = "";
 
         if (!empty($url)) {
             return $this->respond([
@@ -3335,7 +3530,7 @@ class EmployeeRestController extends AdminController
         } else {
             return $this->respond([
                 'status' => 'failed',
-                'message' => 'No link found'
+                'message' => 'Coming soon........!'
             ], 200);
         }
     }

app/Controllers/PolicyTransactionController.php

@@ -461,9 +461,10 @@ class PolicyTransactionController extends BaseController
                     $insurer_id = null;
                 }
 
-                if($data['bro_payable_by'] == 1){
-                    $cop_amt = isset($data['co_premium'][$index]) && ($data['co_premium'][$index] != "0.00" || !empty($data['co_premium'][$index]) ) ? $data['co_premium'][$index] : ($data['base_premium'][$index] ?? 0);
-                }else{
+                if ($data['bro_payable_by'] == 1) {
+                    $cop_amt = isset($data['co_premium'][$index]) && ($data['co_premium'][$index] != "0.00" && !empty($data['co_premium'][$index])) ? $data['co_premium'][$index] : ($data['base_premium'][$index] ?? 0);
+                    // print_r($cop_amt);die();
+                } else {
                     $cop_amt = $data['co_premium'][$index] ?? 0;
                 }
 
@@ -1098,13 +1099,19 @@ class PolicyTransactionController extends BaseController
 
         $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
         $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
-        $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
 
         $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
         // $data['tpa']           = $this->tpaModel->where('is_active', 1)->findAll();
         $data['insurer_branch']      = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
         $data['tpa']           = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+        list($policyList, $policyListByClient) = $this->getPolicyForEndorsment();
 
+        $data['endorsementPolicies'] = $policyList;
+        $data['endorsementPolicyListByClient'] = $policyListByClient;
+
+        // dd($data);
+        // print_r($data['endorsementPolicies']);die();
 
         $this->loadLayout('policy_transaction_endorsement_list', $data);
     }
@@ -1648,6 +1655,7 @@ class PolicyTransactionController extends BaseController
             ->where('policy_transaction.client_id', $client_id)
             ->where('policy_transaction.client_policy_id', $client_policy_id)
             ->where('policy_transaction.action_type', 'inception')
+            ->where('policy_transaction.is_active', 1)
             ->findAll();
 
         $is_copay_yes = $this->policyTransactionModel
@@ -2820,11 +2828,9 @@ class PolicyTransactionController extends BaseController
             try {
 
                 $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
-
-            }catch (Exception $e) {
+            } catch (Exception $e) {
 
                 $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
-    
             }
             $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
             // dd($bdsInstallmentData);
@@ -2904,17 +2910,17 @@ class PolicyTransactionController extends BaseController
                 'message' => $message,
                 'subject' => $subject
             ];
-
         } catch (Exception $e) {
 
             $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
         }
     }
 
-    public function getMoreInfo() {
+    public function getMoreInfo()
+    {
 
         $pt_id = $this->request->getPost("pt_id");
-        $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active",1)->where("pt_id",$pt_id)->findAll();
+        $data_to_send['bds_data'] = $this->BdsPlacementModel->where("is_active", 1)->where("pt_id", $pt_id)->findAll();
 
         foreach ($data_to_send['bds_data'] as &$data) {
 
@@ -2923,23 +2929,23 @@ class PolicyTransactionController extends BaseController
 
         if (!empty($data_to_send)) {
 
-            return $this->respond(['status' => true , "data" => $data_to_send],200);
-        }else {
+            return $this->respond(['status' => true, "data" => $data_to_send], 200);
+        } else {
 
-            return $this->respond(['status' => false,"No Data Found For the Policy Transaction"],404);
+            return $this->respond(['status' => false, "No Data Found For the Policy Transaction"], 404);
         }
-
     }
 
-    public function saveInstallment() {
-    
+    public function saveInstallment()
+    {
+
         $installments = $this->request->getPost('installments');
-    
+
         if (!$installments || !is_array($installments)) {
             return $this->respond(['status' => false, 'message' => 'No data received'], 400);
         }
 
-        $this->myLogger->logme("error",json_encode($installments));
+        $this->myLogger->logme("error", json_encode($installments));
         // die();
 
         foreach ($installments as &$row) {
@@ -2956,6 +2962,49 @@ class PolicyTransactionController extends BaseController
         return $this->respond(['status' => true, 'message' => 'Data saved successfully'], 200);
     }
 
+    protected function getPolicyForEndorsment()
+    {
+
+        $policyList = [];
+        $policyListByClient = [];
 
 
+        $clients = $this->clientModel
+            ->select("*, DATE_FORMAT(dob, '%d-%m-%Y') as dob")
+            ->where('is_active', 1)
+            ->findAll();
+
+        $clientIds = array_column($clients, 'id');
+
+        $policies = $this->clientPolicyModel
+            ->select("
+                    client_policy.*, 
+                    policy_type.policy_type,
+                    policy_type.ebp,
+                    policy_type.etp,
+                    policy_type.iep,
+                    policy_type.itp,
+                    policy_type.bap,
+                    policy_type.allocg,
+                    DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
+                    DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
+                ")
+            ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+            ->join('policy_transaction pt', 'pt.client_policy_id = client_policy.id and pt.action_type = "inception" and pt.is_active = 1 and pt.client_policy_id is not null')
+            ->whereIn('client_policy.client_id', $clientIds)
+            ->where('client_policy.is_active', 1)
+            ->findAll();
+
+        foreach ($policies as $policy) {
+            $policyList[$policy['client_branch_id']][] = $policy;
+            $policyListByClient[$policy['client_id']][] = $policy;
+            if (isset($policyCount[$policy['client_id']])) {
+                $policyCount[$policy['client_id']]++;
+            } else {
+                $policyCount[$policy['client_id']] = 1;
+            }
+        }
+
+        return [$policyList, $policyListByClient];
+    }
 }

app/Controllers/RestAuthenticationController.php

@@ -65,6 +65,12 @@ class RestAuthenticationController extends AdminController
     }
 
 
+
+
+
+
+
+
     public function verifyEmployeeWithMobileNumber()
     {
         try {
@@ -78,7 +84,7 @@ class RestAuthenticationController extends AdminController
                                     ->where('employees.emp_status !=', 'truncated')
                                     ->where('employees.mobile', $mobile_number)
                                     ->where('EP.is_active', 1)
-                                    ->whereIn('EP.status', ['active'])
+                                    ->whereIn('EP.status', ['active', 'expired'])
                                     ->first();
         
           
@@ -118,7 +124,7 @@ class RestAuthenticationController extends AdminController
                 ->where('employees.emp_status !=', 'truncated')
                 ->where('employees.email_corporate', $email)
                 ->where('EP.is_active', 1)
-                ->whereIn('EP.status', ['active'])
+                ->whereIn('EP.status', ['active', 'expired'])
                 ->first();
 
             if (isset($employeeData['employee_id'])) {
@@ -272,6 +278,13 @@ class RestAuthenticationController extends AdminController
         }
     }
 
+
+
+
+
+
+
+
     public function verifyHrWithMobileNumber()
     {
         try {
@@ -295,16 +308,105 @@ class RestAuthenticationController extends AdminController
             return $this->respond(['status' => 'failed','code' => 500,'data' => $th],500);
         }
     }
+
+    public function verifyHrWithEmail()
+    {
+        try {
+
+            $data = $this->request->getJSON();
+
+            $email = $data->email;
+           
+            $HrData = $this->hrModel->where('email', $email)
+                                    ->where('contact_type', 'client')
+                                    ->where('is_active', 1)
+                                    ->first();
+          
+            if ($HrData) {
+                
+                $otp = random_int(100000, 999999);
+
+                $sql = "
+                        UPDATE level_contacts
+                        SET otp = ?
+                        WHERE email = ?
+                        AND contact_type = 'client'
+                        AND is_active = 1
+                    ";
+
+                $db = db_connect();
+                $update = $db->query($sql, [$otp, $email]);
+
+                if($update)
+                {
+                    $data->otp = $otp; 
+                   
+                    $common = [
+                        'login_type' => 'HR login',
+                        'login_email' => $email,
+                        'mail_type' => 'otp_mail'
+                    ];
+                    $subject = 'Nhance user verification - OTP';
+                    $mail_content = $otp . ' is your verification code for Nhance.';
+                    $res = MailHelper::send_email(['mail' => $email, 'subject' => $subject, 'common' => $common, 'message' => $mail_content]);
+                    $this->myLogger->logme("info", $res);
+
+                    if (json_decode($res)->status == 'success') {
+                        $result = ['user_verification' => true, 'message' => "Verified Successfully"];
+                        return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
+                    } else {
+                        $result = ['user_verification' => false, 'message' => "Mail sending failed , try again"];
+                        return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
+                    }
+                } else {
+
+                    $result = ['user_verification' => false, 'message' => "Verification failed , try again"];
+                    return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
+                }
+
+            } else {
+                $result = ['user_verification' => false, 'message' => "User not found"];
+                return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
+            }
+        } catch (\Throwable $th) {
+            return $this->respond(['status' => 'failed','code' => 500,'data' => $th],500);
+        }
+    }
     
+    public function updateHROTP()
+    {
+        
+        $email = $this->request->getJSON()->email;
+        $otp = $this->request->getJSON()->otp;
+        
+        $this->hrModel->where('email', $email) ->where('contact_type', 'client')
+        ->where('is_active', 1)->set(array('otp' => $otp))
+        ->update();
+
+        return true;
+
+    }
 
     public function getVerifiedHrData()
     {
         try {
-            $mobile_number = $this->request->getJSON()->mobile_number;
-            $otp_verification = $this->request->getJSON()->otp_verification;
+            // mobile number 
+            $otp_verification = isset($this->request->getJSON()->otp_verification) ? $this->request->getJSON()->otp_verification : null;
+            $mobile_number = isset($this->request->getJSON()->mobile_number) ? $this->request->getJSON()->mobile_number : null;
+            // email id
+            $otp = isset($this->request->getJSON()->otp) ? $this->request->getJSON()->otp : null;
+            $email = isset($this->request->getJSON()->email) ? $this->request->getJSON()->email : null;
+
+            if (isset($mobile_number)) 
+            {
+                $hrData = $this->hrModel->where('mobile', $mobile_number)->where('contact_type', 'client')->first();
+            }else{
+                $hrData = $this->hrModel->where('email', $email)->where('contact_type', 'client')->where('otp', $otp)->first();
+            }
+
+            if ($hrData && $otp_verification == true || $hrData && isset($this->request->getJSON()->otp) ) 
+            {
 
-            $hrData = $this->hrModel->where('mobile', $mobile_number)->first();
-            if ($hrData && $otp_verification == true) {
                 $auth =  HttpRequestHelper::getRequestInfo();
                 if ($auth) {
                     $data = [
@@ -320,15 +422,34 @@ class RestAuthenticationController extends AdminController
                 }
               
 
-                $hrData = $this->hrModel ->select('level_contacts.* , client_branch.client_id as client_id')
+                if(isset($this->request->getJSON()->mobile_number)){ 
+
+                    $hrData = $this->hrModel ->select('level_contacts.* , client_branch.client_id as client_id')
+                                            ->join('client_branch', 'level_contacts.ref_id = client_branch.id', 'left')
+                                            ->where('level_contacts.mobile', $mobile_number )
+                                            ->where('level_contacts.contact_type', 'client')
+                                            ->find();
+
+                }else if(isset($this->request->getJSON()->otp)){ 
+
+                    $this->hrModel->where('email', $email)->where('otp', $otp)->where('contact_type', 'client')->set(['otp'=>null])->update();
+
+                    $hrData = $this->hrModel ->select('level_contacts.* , client_branch.client_id as client_id')
                                         ->join('client_branch', 'level_contacts.ref_id = client_branch.id', 'left')
-                                        ->where('level_contacts.mobile', $mobile_number )
+                                        ->where('level_contacts.email', $email )
+                                        ->where('level_contacts.contact_type', 'client')
                                         ->find();
+                }
 
                 $result = JWTToken::encode($hrData['0']);
-                return $this->respond(['status' => 'success','code' => 200,'data' => $result],200);
+               
+                
+                return $this->respond(['status' => 'success','code' => 200,'data' => $result ],200);
+
+
             } else {
-                return $this->respond(['status' => 'failed','code' => 404,'data' => "Invalid OTP"],200);
+
+                return $this->respond(['status' => 'failed','code' => 404,'data' => "Invalid OTP" ],200);
             }
         } catch (\Exception $e) {
             return $this->respond(['status' => 'failed','code' => 500,'data' => $e->getMessage()],500);
@@ -505,5 +626,32 @@ class RestAuthenticationController extends AdminController
     }
 
 
+    // TokenController.php
+    public function bookstackLoginToken()
+    {
+        $session = \Config\Services::session();
+        $user_data = session()->get('userData');
+        $user = $user_data->email;
+        $secret = getenv('bookstack.token');
+        // $user = 'staff@staff.com';
+        $name = $user_data->first_name ?? 'User';
+
+        $payload = [
+            'email' => $user,
+            'name' => $name,
+            'exp' => time() + (60 * 60 * 24) // expires in 1 day
+        ];
+
+        // dd($payload);
+        $token = base64_encode(json_encode($payload));
+        $signature = hash_hmac('sha256', $token, $secret);
+        $bookStackUrl = getenv('bookstack.baseURL');
+
+        $url = $bookStackUrl . urlencode($token) . '&sig=' . $signature;
+        return redirect()->to($url);
+    }
+
+
+
     
 }

app/Controllers/TicketController.php

@@ -1659,6 +1659,8 @@ class TicketController extends BaseController
         $policies = $this->employeePolicyModel
             ->select('client_policy_id')
             ->where('employee_id', $emp_id)
+            ->where('is_active', 1)
+            ->where('status', 'active')
             ->findAll();
     
         if (empty($policies)) {
@@ -1670,8 +1672,20 @@ class TicketController extends BaseController
     
         // Fetch all policy names and IDs in one query
         $policyNameandID = $this->clientPolicyModel
-            ->select('CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, client_policy.id as client_policy_value,client_policy.policy_type_id,client_policy.policy_no')
+            ->select('
+                    CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, 
+                    client_policy.id as client_policy_value,
+                    client_policy.policy_type_id,
+                    client_policy.policy_no, 
+                    insurers.id as insurer_id,
+                    insurers.name as insurer_name,
+                    tpa.name as tpa_name,
+                    tpa.id as tpa_id,
+                ')
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id AND policy_type.is_active = 1')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id AND insurers.is_active = 1', 'left')
+            ->join('tpa', 'tpa.id = client_policy.tpa_id AND tpa.is_active = 1', 'left')
+            ->where('client_policy.policy_status', 1)
             ->whereIn('client_policy.id', $policy_ids)
             ->findAll();
     
@@ -1840,8 +1854,12 @@ class TicketController extends BaseController
         $this->loadLayout("ticket_feedback_list",$data);
     }
 
-    public function getMoreInfo() {
-        $ticket_id = $this->request->getPost('ticket_id');
+    public function getMoreInfo($requestFrom = null , $ticket_id) {
+
+        if($requestFrom == null){
+            $ticket_id = $this->request->getPost('ticket_id');
+        }
+        
         $this->myLogger->logme("error", "Ticket ID : " . $ticket_id);
         
         $fields = $this->extraFields;
@@ -1905,6 +1923,9 @@ class TicketController extends BaseController
     
         $this->myLogger->logme('error', "Total data: " . json_encode($data_to_send));
     
+        if($requestFrom == 'rest'){
+           return $data_to_send;
+        }
         // Send response based on data availability
         if (!empty($data_to_send)) {
             return $this->respond(['status' => true, 'data' => $data_to_send], 200);

app/Controllers/UserController.php

@@ -12,6 +12,7 @@ use App\Models\UserModel;
 use App\Models\RoleModel;
 use App\Models\TeamModel;
 use App\Models\UserTeamsModel;
+use App\Helpers\BookStackUserHelper;
 
 
 class UserController extends AdminController
@@ -21,6 +22,7 @@ class UserController extends AdminController
     protected $roleModel;
     protected $teamModel;
     protected $userTeamsModel;
+    protected $bookStack;
 
     public function __construct()
     {
@@ -31,6 +33,7 @@ class UserController extends AdminController
         $this->roleModel      = new RoleModel();
         $this->teamModel      = new TeamModel();
         $this->userTeamsModel = new UserTeamsModel();
+        $this->bookStack = new BookStackUserHelper();
     }
 
     public function list()
@@ -60,10 +63,17 @@ class UserController extends AdminController
             $userData['created_by'] =  get_session_userid();
             $temp_team = $userData['team'];
             unset($userData['team']);
+
             $insert = $this->userModel->insert($userData);
 
-            if ($insert) {
+            $bookStackData = [
+                'name' => $userData['first_name'],
+                'email' => $userData['email'],
+                
+            ];
+            $this->bookStack->createEditUser($bookStackData);
 
+            if ($insert) {
                 $teamData['user_id'] = $insert;
                 foreach ($teams as $value) {
                     $teamData['team_id'] = $value;
@@ -137,10 +147,20 @@ class UserController extends AdminController
             unset($userData['csrf_test_name']);
             unset($userData['PrimaryKey']);
 
+            $existingData = $this->userModel->where('id',$id)->first();;
+
             // Update data in the 'users' table based on the $id
             $userData['updated_by'] =  get_session_userid();
             $update = $this->userModel->where('id', $id)->set($userData)->update();
 
+            $bookStackData = [
+                'name' => $userData['first_name'],
+                'email' => $userData['email'],
+            ];
+
+            $this->bookStack->createEditUser($bookStackData,$existingData);
+
+
             if ($update) {
 
                 if ($teams) {
@@ -211,7 +231,11 @@ class UserController extends AdminController
     public function deactive($id = null)
     {   
         $model = new UserModel();
+
+        $emailToDelete = $model->where('id', $id)->first();
         $deactive = $model->where('id', $id)->set(['is_active' => 0])->update();
+
+        $this->bookStack->deleteUser($emailToDelete);
         if($deactive)
         {
             // $db = \Config\Database::connect();

app/Helpers/BookStackUserHelper.php

@@ -0,0 +1,77 @@
+<?php 
+
+namespace App\Helpers;
+
+use App\Models\BookStackUserModel;
+use App\Models\BookStackRoleModel;
+
+class BookStackUserHelper {
+
+    protected $userModel;
+    protected $roleModel;
+
+    public function __construct() {
+        $this->userModel = new BookStackUserModel();
+        $this->roleModel = new BookStackRoleModel();
+    }
+
+    public function createEditUser($data,$preData = null) {
+        // This function will handle the creation or editing of a user
+        // It will check if the user already exists and update or create accordingly
+        // The $data parameter should contain all necessary user information
+        // For example: ['name' => 'johndoe', 'email' => 'johndoe@doe.com']
+
+        if (!empty($preData)) {
+
+            $isExistingUser = $this->userModel->where('email', $preData['email'])->first();
+
+            if ($isExistingUser) {
+                $id = $isExistingUser['id'];
+                $update = $this->userModel->where('id', $id)->set($data)->update();
+                return $update;
+            }
+        }
+
+        $password = 'password'; 
+        $hashedPassword = ['password' => password_hash($password, PASSWORD_DEFAULT)];
+
+        $slug = ['slug' => $this->createSlug($data['name'])];
+
+        // array_push($data,$hashedPassword,$slug);
+
+        $data['password'] = $hashedPassword['password'];
+        $data['slug'] = $slug['slug'];
+
+        // dd($data);
+        $this->userModel->insert($data);
+        $userId = $this->userModel->insertID();
+
+        if (!empty($userId)) {
+
+            $roleData = [
+                'user_id' => $userId,
+                'role_id' => 3 // 3 is the default role ID for viewers
+            ];
+
+            $this->roleModel->insert($roleData);
+        }
+
+
+    }
+
+    protected function createSlug($string) {
+        return strtolower(trim(preg_replace('/[^A-Za-z0-9-]+/', '-', $string)));
+    }
+
+    public function deleteUser($data) {
+        
+        $isExistingUser = $this->userModel->where('email', $data['email'])->first();
+        if ($isExistingUser) {
+            $id = $isExistingUser['id'];
+            $delete = $this->userModel->where('id', $id)->delete();
+            $this->roleModel->where('user_id', $id)->delete();
+            return $delete;
+        }
+
+    }
+}

app/Helpers/DepositHelper.php

@@ -102,10 +102,10 @@ class DepositHelper
         // $getLastBalanceParams = [$clientId, $insurerId];
 
         if(empty($cd_ac_pk)){
-            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
+            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY id DESC LIMIT 1";
             $getLastBalanceParams = [$cd_ac_no];
         }else{
-            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_pk = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
+            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_pk = ? AND is_active = 1 ORDER BY id DESC LIMIT 1";
             $getLastBalanceParams = [$cd_ac_pk];
         }
 

app/Helpers/excel_util_helper.php

@@ -1385,7 +1385,7 @@ if (!function_exists('premium_calculation_manager')) {
         }
 
         //this if condition for premium calculated & premium type 3 (familiy floater but premium calculated every individual implemented later) then remove si amount only for dependents (not self)
-        if ($is_match_found && strtolower($emp_data['relationship']) != 'self' && $temp_slab_rates[0]['premium_type'] == 3) {
+        if ($is_match_found && strtolower($emp_data['relationship']) != 'self' && $temp_slab_rates[0]['premium_type'] == 3 && $policy_terms['is_addon'] != 3) {
             //set dependent si to 0
             $emp_data['policy_details']['basic_cover_si'] = 0;
         }
@@ -2008,4 +2008,30 @@ if (!function_exists('generate_family_floater_key')) {
 
         return $relation;
     }
-}
+}
+
+if (!function_exists('formatIndianCurrency')) {
+    function formatIndianCurrency($amount)
+    {
+        $amount = (string) $amount;
+        $decimal = '';
+
+        // Split decimal part if exists
+        if (strpos($amount, '.') !== false) {
+            list($amount, $decimal) = explode('.', $amount);
+            $decimal = '.' . substr($decimal, 0, 2); // Limit to 2 decimal places
+        }
+
+        $lastThree = substr($amount, -3);
+        $rest = substr($amount, 0, -3);
+
+        if ($rest != '') {
+            $rest = preg_replace("/\B(?=(\d{2})+(?!\d))/", ",", $rest);
+            $formatted = $rest . ',' . $lastThree;
+        } else {
+            $formatted = $lastThree;
+        }
+
+        return $formatted . $decimal;
+    }
+}

app/Models/BookStackRoleModel.php

@@ -0,0 +1,19 @@
+<?php
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class BookStackRoleModel extends Model
+{
+    protected $DBGroup              = 'book_stack';
+    protected $table                = 'role_user';
+    protected $primaryKey           = 'id';
+    protected $useAutoIncrement     = true;
+    protected $returnType           = 'array';
+    protected $useSoftDelete        = false;
+    protected $protectFields        = true;
+    protected $allowedFields        = [
+        'user_id','role_id'
+    ];
+
+}

app/Models/BookStackUserModel.php

@@ -0,0 +1,19 @@
+<?php
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class BookStackUserModel extends Model
+{
+    protected $DBGroup              = 'book_stack';
+    protected $table                = 'users';
+    protected $primaryKey           = 'id';
+    protected $useAutoIncrement     = true;
+    protected $returnType           = 'array';
+    protected $useSoftDelete        = false;
+    protected $protectFields        = true;
+    protected $allowedFields        = [
+        'name','email','password','slug'
+    ];
+
+}

app/Models/ClientPolicyModel.php

@@ -181,8 +181,9 @@ class ClientPolicyModel extends Model
             ->where('client_policy.client_id', $id)
             ->where('cd_master.id = client_policy.cd_ac_pk')
             ->where('cd_master.is_active', 1)
-            ->groupBy('client_policy.insurer_id')
             ->groupBy('client_policy.client_id', $id)  // Group by insurer_id
+            ->groupBy('client_policy.insurer_id')
+            ->groupBy('client_policy.cd_ac_pk')
             ->get()
             ->getResult();
 
@@ -225,10 +226,10 @@ class ClientPolicyModel extends Model
     }
 
 
-    public function getDepositData($clientId, $insurerId)
+    public function getDepositData($clientId, $insurerId, $cd_ac_pk = null)
     {
-        // Fetch the deposit data based on client and insurer IDs
-        return $this->db->table('cash_deposit')
+        // Fetch the deposit data based on client and insurer IDs       
+       $query = $this->db->table('cash_deposit')
             ->select('cash_deposit.*')
             ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
             ->select('clients.client_name as clientname, clients.short_name as clientshort, client_policy.policy_no')
@@ -245,15 +246,18 @@ class ClientPolicyModel extends Model
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id', 'left')
             ->where('cash_deposit.client_id', $clientId)
             ->where('cash_deposit.insurer_id', $insurerId)
-            ->where('cash_deposit.is_active', 1)
+            ->where('cash_deposit.is_active', 1);
             // ->where('cash_deposit.cd_ac_pk = cd_master.id')
-            ->orderBy('cash_deposit.id', 'DESC')
-            ->get()
-            ->getResult();
+            if(!empty($cd_ac_pk)){
+                  $query->where('cash_deposit.cd_ac_pk', $cd_ac_pk);
+            }
+            $query->orderBy('cash_deposit.id', 'DESC');
+
+            return $query->get()->getResult();
     }
 
 
-    public function getDepositSummary($clientId, $insurerId)
+    public function getDepositSummary($clientId, $insurerId, $cd_ac_pk)
     {
         // Fetch the sum of credit and debit transactions and calculate the balance
         return $this->db->table('cash_deposit')
@@ -263,6 +267,7 @@ class ClientPolicyModel extends Model
             ->select('SUM(CASE WHEN sub_type = 3 THEN amount ELSE 0 END) AS total_refund')
             ->where('client_id', $clientId)
             ->where('insurer_id', $insurerId)
+            ->where('cd_ac_pk', $cd_ac_pk)
             ->where('cash_deposit.is_active', 1)
             ->get()
             ->getRow();
@@ -315,10 +320,12 @@ class ClientPolicyModel extends Model
     public function getDepositlistsummary($id)
     {
         return $this->db->table('cash_deposit')
-            ->select('insurer_id')
+            ->select('insurer_id, cd_ac_pk')
             ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
             ->where('client_id', $id)
+            ->where('is_active', 1)
             ->groupBy('insurer_id')
+            // ->groupBy('cd_ac_pk')
             ->get()
             ->getResult();
     }
@@ -326,14 +333,18 @@ class ClientPolicyModel extends Model
 
     public function updateStatus()
     {
-
         // Update client_policy table
         $client = $this->db->query("UPDATE client_policy SET policy_status = 0 WHERE policy_end_date < CURDATE()");
         $client_count = $this->db->affectedRows();
+
         // Update employee_polices table
         $employee = $this->db->query("UPDATE employee_polices SET status = 'expired' WHERE policy_end_date < CURDATE()");
         $emp_count = $this->db->affectedRows();
 
+        // Log the result
+        log_message('info', "Client policies updated: {$client_count}");
+        log_message('info', "Employee policies updated: {$emp_count}");
+
         return ['client' => $client_count, 'emp' => $emp_count];
     }
 
@@ -358,12 +369,12 @@ class ClientPolicyModel extends Model
     {
 
         $query = "
-    SELECT client_policy.*, policies.name, policies.policy_type_id
-    FROM client_policy
-    JOIN policies ON policies.id = client_policy.policy_id
-    JOIN policy_type ON policy_type.id = policies.policy_type_id
-    WHERE policy_type.policy_type = '{$type}'        
-    AND client_policy.client_id = {$client_id}";
+            SELECT client_policy.*, policies.name, policies.policy_type_id
+            FROM client_policy
+            JOIN policies ON policies.id = client_policy.policy_id
+            JOIN policy_type ON policy_type.id = policies.policy_type_id
+            WHERE policy_type.policy_type = '{$type}'        
+            AND client_policy.client_id = {$client_id}";
 
         $result = $this->db->query($query)->getResult();
 

app/Models/EmployeePolicyModel.php

@@ -416,7 +416,7 @@ class EmployeePolicyModel extends Model
                 employees.designation AS emp_designation,
                 employees.basic_pay AS emp_basic_pay,
 
-                TIMESTAMPDIFF(YEAR, employees.dob, CURDATE()) AS emp_age,
+                TIMESTAMPDIFF(YEAR, employees.dob, employee_polices.date_coverage) AS emp_age,
                 employees.emp_type as emp_type,
                 
 
@@ -597,17 +597,17 @@ class EmployeePolicyModel extends Model
     public function getSIEnhancementEmployeesDataForExportExcel($ref_data, $return_type = 0)
     {
 
-            $client_id = $ref_data['client_id'];
-            $client_policy_id = $ref_data['client_policy_id'];
-            $client_branch_id = $ref_data['client_branch_id'];
-            $insurer_or_tpa = $ref_data['insurer_or_tpa'];
+        $client_id = $ref_data['client_id'];
+        $client_policy_id = $ref_data['client_policy_id'];
+        $client_branch_id = $ref_data['client_branch_id'];
+        $insurer_or_tpa = $ref_data['insurer_or_tpa'];
 
-            $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
+        $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
 
 
-            $query = $this->db->query("
-                    SELECT 
-                        a.id as endorsement_primarykey,
+        $query = $this->db->query("
+                    SELECT
+                        a.id AS endorsement_primarykey,
                         a.group_key,
                         employee_polices.id AS primaryKey,
                         employees.name AS emp_name,
@@ -616,10 +616,8 @@ class EmployeePolicyModel extends Model
                         employees.gender AS emp_gender,
                         employees.relationship_code AS emp_relationship_code,
                         employees.relationship AS emp_relationship,
-                        employees.emp_type as emp_type,
-                        'SI' as event_type_data,
-
-
+                        employees.emp_type AS emp_type,
+                        'SI' AS event_type_data,
                         employees.doj AS emp_doj,
                         employees.mobile AS emp_mobile,
                         employees.email_corporate AS emp_email_c,
@@ -627,97 +625,59 @@ class EmployeePolicyModel extends Model
                         employees.band AS emp_grade,
                         employees.designation AS emp_designation,
                         employees.basic_pay AS emp_basic_pay,
-
                         employee_polices.uhid AS uhid,
                         employee_polices.pre_existing_alignments,
                         employee_polices.policy_end_date,
-                        employee_polices.basic_cover_si as old_basic_cover_si,
-                        employee_polices.rata_premimum as old_si_premium,  
+                        employee_polices.basic_cover_si AS old_basic_cover_si,
+                        employee_polices.premium AS old_si_premium,
+                        employee_polices.rata_premimum AS old_rata_premium,
                         employee_polices.age_band,
-              
-                        batch_data.emp_policy_id,
-                        batch_data.bl AS batch_list_batch_code,
-                        batch_data.bf AS batch_files_batch_code,
-
-                        sidata.new_basic_cover_si, 
+                        sidata.new_basic_cover_si,
                         sidata.new_si_premium,
+                        sidata.old_si_premium,
                         sidata.date_of_coverage,
-                        
                         DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
-
-                        sidata.new_si_premium - employee_polices.rata_premimum AS difference_premium,
-
-                        ROUND((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365, 2) AS pro_rata_premium,
-
-                        ROUND(((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS gst,
-
+                        ROUND(sidata.new_si_premium - sidata.old_si_premium, 2) AS difference_premium,
                         ROUND(
-                            ((sidata.new_si_premium - employee_polices.rata_premimum) * 
-                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) + 
+                            (sidata.new_si_premium - sidata.old_si_premium) * 
+                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365,
+                            2
+                        ) AS pro_rata_premium,
+                        ROUND(
+                            (
+                            (sidata.new_si_premium - sidata.old_si_premium) *
+                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+                            ) * 0.18,
+                            2
+                        ) AS gst,
+                        ROUND(
+                            (
+                            (sidata.new_si_premium - sidata.old_si_premium) *
+                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+                            ) +
                             ROUND(
-                                ((sidata.new_si_premium - employee_polices.rata_premimum) * 
-                                (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2
-                            ), 2
+                            (
+                                (sidata.new_si_premium - sidata.old_si_premium) *
+                                (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+                            ) * 0.18,
+                            2
+                            ),
+                            2
                         ) AS total
-
-                    FROM 
+                    FROM
                         emp_endorsement a
-                    LEFT JOIN 
-                        employees ON employees.emp_code = a.emp_code
-                    LEFT JOIN 
-                        employee_polices ON employees.id = employee_polices.employee_id 
+                    LEFT JOIN employees ON employees.emp_code = a.emp_code
+                    LEFT JOIN employee_polices ON employees.id = employee_polices.employee_id
                     LEFT JOIN (
-                        SELECT 
-                            aa.emp_code, 
-                            aa.new_value as 'new_basic_cover_si', 
-                            bb.new_value as 'new_si_premium', 
-                            cc.new_value as 'date_of_coverage' 
-                        FROM (
-                            SELECT  
-                                a1.emp_code, 
-                                a1.field_name, 
-                                a1.new_value 
-                            FROM 
-                                emp_endorsement as a1 
-                            WHERE 
-                                a1.field_name = 'basic_cover_si'
-                        ) aa 
-                        LEFT JOIN (
-                            SELECT  
-                                b1.emp_code, 
-                                b1.field_name, 
-                                b1.new_value 
-                            FROM 
-                                emp_endorsement as b1 
-                            WHERE 
-                                b1.field_name = 'premium'
-                        ) bb ON aa.emp_code = bb.emp_code 
-                        LEFT JOIN (
-                            SELECT  
-                                c1.emp_code, 
-                                c1.field_name, 
-                                c1.new_value 
-                            FROM 
-                                emp_endorsement as c1  
-                            WHERE 
-                                c1.field_name = 'si_enhancement_date'
-                        ) cc ON aa.emp_code = cc.emp_code
-                    ) as sidata ON a.emp_code = sidata.emp_code 
-                    LEFT JOIN (
-                        SELECT DISTINCT 
-                            batch_list.emp_policy_id, 
-                            batch_list.batch_code AS bl, 
-                            batch_files.batch_code AS bf 
-                        FROM 
-                            batch_files 
-                        LEFT JOIN 
-                            batch_list ON batch_files.batch_code = batch_list.batch_code 
-                        WHERE 
-                            batch_files.event_type = 'si_enhancement' 
-                            AND batch_files.actions = 'export' 
-                            AND batch_files.insurer_or_tpa = '{$insurer_or_tpa}'
-                    ) AS batch_data ON employee_polices.id = batch_data.emp_policy_id
-
+                        SELECT
+                        emp_code,
+                        CAST(MAX(CASE WHEN field_name = 'basic_cover_si' THEN new_value END) AS UNSIGNED) AS new_basic_cover_si,
+                        CAST(MAX(CASE WHEN field_name = 'premium' THEN new_value END) AS DECIMAL(10,2)) AS new_si_premium,
+                        CAST(MAX(CASE WHEN field_name = 'premium' THEN old_value END) AS DECIMAL(10,2)) AS old_si_premium,
+                        MAX(CASE WHEN field_name = 'si_enhancement_date' THEN new_value END) AS date_of_coverage
+                        FROM emp_endorsement
+                        GROUP BY emp_code
+                    ) AS sidata ON a.emp_code = sidata.emp_code
                     WHERE employee_polices.client_policy_id = '{$client_policy_id}'
                         AND employees.client_branch_id = '{$client_branch_id}'
                         $endorsement_condition 
@@ -730,20 +690,177 @@ class EmployeePolicyModel extends Model
                         group by group_key
                 ");
 
-                // Get the result set
-                $results = $query->getResult();
+        // Get the result set
+        $results = $query->getResult();
 
-                if($return_type == 1){
-                    $results = $query->getResultArray();
-                }else{
-                    $results = $query->getResult();
-                }
-    
-                // dd($this->db->getLastQuery());
-                return $results;
+        if ($return_type == 1) {
+            $results = $query->getResultArray();
+        } else {
+            $results = $query->getResult();
+        }
 
+        // dd($this->db->getLastQuery());
+        return $results;
     }
 
+    // DO NOT DELETE this SI ENHANCEMENT QUERY FUNCTION
+
+    // public function getSIEnhancementEmployeesDataForExportExcel($ref_data, $return_type = 0)
+    // {
+
+    //         $client_id = $ref_data['client_id'];
+    //         $client_policy_id = $ref_data['client_policy_id'];
+    //         $client_branch_id = $ref_data['client_branch_id'];
+    //         $insurer_or_tpa = $ref_data['insurer_or_tpa'];
+
+    //         $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
+
+
+    //         $query = $this->db->query("
+    //                 SELECT 
+    //                     a.id as endorsement_primarykey,
+    //                     a.group_key,
+    //                     employee_polices.id AS primaryKey,
+    //                     employees.name AS emp_name,
+    //                     employees.emp_code AS emp_code,
+    //                     employees.dob AS emp_dob,
+    //                     employees.gender AS emp_gender,
+    //                     employees.relationship_code AS emp_relationship_code,
+    //                     employees.relationship AS emp_relationship,
+    //                     employees.emp_type as emp_type,
+    //                     'SI' as event_type_data,
+
+
+    //                     employees.doj AS emp_doj,
+    //                     employees.mobile AS emp_mobile,
+    //                     employees.email_corporate AS emp_email_c,
+    //                     employees.email_personal AS emp_email_p,
+    //                     employees.band AS emp_grade,
+    //                     employees.designation AS emp_designation,
+    //                     employees.basic_pay AS emp_basic_pay,
+
+    //                     employee_polices.uhid AS uhid,
+    //                     employee_polices.pre_existing_alignments,
+    //                     employee_polices.policy_end_date,
+    //                     employee_polices.basic_cover_si as old_basic_cover_si,
+    //                     employee_polices.premium as old_si_premium,  
+    //                     employee_polices.rata_premimum as old_rata_premium,  
+    //                     employee_polices.age_band,
+              
+    //                     batch_data.emp_policy_id,
+    //                     batch_data.bl AS batch_list_batch_code,
+    //                     batch_data.bf AS batch_files_batch_code,
+
+    //                     sidata.new_basic_cover_si, 
+    //                     sidata.new_si_premium,
+    //                     sidata.old_si_premium,
+    //                     sidata.date_of_coverage,
+                        
+    //                     DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
+
+    //                     ROUND(sidata.new_si_premium - sidata.old_si_premium, 2) AS difference_premium,
+
+    //                     ROUND((sidata.new_si_premium - sidata.old_si_premium) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365, 2) AS pro_rata_premium,
+
+    //                     ROUND(((sidata.new_si_premium - sidata.old_si_premium) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS gst,
+
+    //                     ROUND(
+    //                         ((sidata.new_si_premium - sidata.old_si_premium) * 
+    //                         (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) + 
+    //                         ROUND(
+    //                             ((sidata.new_si_premium - sidata.old_si_premium) * 
+    //                             (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2
+    //                         ), 2
+    //                     ) AS total
+
+    //                 FROM 
+    //                     emp_endorsement a
+    //                 LEFT JOIN 
+    //                     employees ON employees.emp_code = a.emp_code
+    //                 LEFT JOIN 
+    //                     employee_polices ON employees.id = employee_polices.employee_id 
+    //                 LEFT JOIN (
+    //                     SELECT 
+    //                         aa.emp_code, 
+    //                         aa.new_value as 'new_basic_cover_si', 
+    //                         bb.new_value as 'new_si_premium', 
+    //                         bb.old_value as 'old_si_premium', 
+    //                         cc.new_value as 'date_of_coverage' 
+    //                     FROM (
+    //                         SELECT  
+    //                             a1.emp_code, 
+    //                             a1.field_name, 
+    //                             a1.new_value,
+    //                             a1.old_value
+    //                         FROM 
+    //                             emp_endorsement as a1 
+    //                         WHERE 
+    //                             a1.field_name = 'basic_cover_si'
+    //                     ) aa 
+    //                     LEFT JOIN (
+    //                         SELECT  
+    //                             b1.emp_code, 
+    //                             b1.field_name, 
+    //                             b1.new_value,
+    //                             b1.old_value 
+    //                         FROM 
+    //                             emp_endorsement as b1 
+    //                         WHERE 
+    //                             b1.field_name = 'premium'
+    //                     ) bb ON aa.emp_code = bb.emp_code 
+    //                     LEFT JOIN (
+    //                         SELECT  
+    //                             c1.emp_code, 
+    //                             c1.field_name, 
+    //                             c1.new_value,
+    //                             c1.old_value 
+    //                         FROM 
+    //                             emp_endorsement as c1  
+    //                         WHERE 
+    //                             c1.field_name = 'si_enhancement_date'
+    //                     ) cc ON aa.emp_code = cc.emp_code
+    //                 ) as sidata ON a.emp_code = sidata.emp_code 
+    //                 LEFT JOIN (
+    //                     SELECT DISTINCT 
+    //                         batch_list.emp_policy_id, 
+    //                         batch_list.batch_code AS bl, 
+    //                         batch_files.batch_code AS bf 
+    //                     FROM 
+    //                         batch_files 
+    //                     LEFT JOIN 
+    //                         batch_list ON batch_files.batch_code = batch_list.batch_code 
+    //                     WHERE 
+    //                         batch_files.event_type = 'si_enhancement' 
+    //                         AND batch_files.actions = 'export' 
+    //                         AND batch_files.insurer_or_tpa = '{$insurer_or_tpa}'
+    //                 ) AS batch_data ON employee_polices.id = batch_data.emp_policy_id
+
+    //                 WHERE employee_polices.client_policy_id = '{$client_policy_id}'
+    //                     AND employees.client_branch_id = '{$client_branch_id}'
+    //                     $endorsement_condition 
+    //                     AND a.actions = 'si'
+    //                     AND a.status != 'truncated'
+    //                     AND employee_polices.is_active = 1
+    //                     AND employee_polices.status = 'active'
+    //                     AND employees.is_active = 1
+    //                     AND employees.emp_status = 'active'
+    //                     group by group_key
+    //             ");
+
+    //             // Get the result set
+    //             $results = $query->getResult();
+
+    //             if($return_type == 1){
+    //                 $results = $query->getResultArray();
+    //             }else{
+    //                 $results = $query->getResult();
+    //             }
+    
+    //             // dd($this->db->getLastQuery());
+    //             return $results;
+
+    // }
+
     // DO NOT DELETE this DELETION QUERY FUNCTION
 
     // public function getDeletionEmployeeDataForExportExcel($ref_data, $return_type = 0)
@@ -944,10 +1061,10 @@ class EmployeePolicyModel extends Model
             }
 
             $status_condition = "{$insurer_or_tpa}" === 'tpa' 
-                ? "employee_polices.status = 'active' AND employees.emp_status = 'active'" 
+                ? "employee_polices.status = 'inactive' AND employees.emp_status = 'active'" 
                 : "employee_polices.status = 'active' AND employees.emp_status = 'active'";
 
-            $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS  NULL OR a.endorsement_id = '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
+            $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
 
             $query = $this->db->query("
             SELECT DISTINCT
@@ -972,7 +1089,8 @@ class EmployeePolicyModel extends Model
                 
                 employee_polices.basic_cover_si, 
                 employee_polices.uhid as uhid, 
-                employee_polices.rata_premimum as premium, 
+                employee_polices.rata_premimum, 
+                ROUND(employee_polices.premium,2) as premium, 
                 employee_polices.claim_status,
                 employee_polices.age_band,
                 employee_polices.tpa_id,
@@ -998,22 +1116,22 @@ class EmployeePolicyModel extends Model
                 
                 CASE 
                     WHEN deletiondata.claimstatus = 0 OR deletiondata.claimstatus IS NULL THEN
-                        ROUND((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365, 2)
+                        ROUND((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365, 2)
                     ELSE 
                         0
                 END AS pro_rata_premium,
                 
                 CASE 
                     WHEN deletiondata.claimstatus = 0 OR deletiondata.claimstatus IS NULL THEN
-                        ROUND(((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18, 2)
+                        ROUND(((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18, 2)
                     ELSE 
                         0
                 END AS gst,
                 
                 CASE 
                     WHEN deletiondata.claimstatus = 0 OR deletiondata.claimstatus IS NULL THEN
-                        ROUND(((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) + 
-                            (((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18), 2)
+                        ROUND(((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) + 
+                            (((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18), 2)
                     ELSE 
                         0
                 END AS total,

app/Models/LeadsModel.php

@@ -97,6 +97,7 @@ class LeadsModel extends Model
         'is_installment',
         'no_of_installment',
         'is_policy_created',
+        'claim_history'
     ];
 
 

app/Views/client_basic_info.php

@@ -125,13 +125,13 @@ input:checked + .slider:before {
                         </div>
                     </div>
 
-                    <div>
+                    <!-- <div>
                         <label class="switch">
-                            <input id="is_download_btn" type="checkbox" name="is_download_btn" <?= (isset($client['is_download_btn']) && $client['is_download_btn'] == 1) ? 'checked' : '' ?>>
+                            <input id="is_download_btn" type="checkbox" name="is_download_btn" <?php // echo(isset($client['is_download_btn']) && $client['is_download_btn'] == 1) ? 'checked' : '' ?>>
                             <span class="slider round" style="height: 27px;"></span>
                         </label>
                         <label for="is_download_btn" style=" position: relative;bottom: 5px;">Enable Client Export Option</label>
-                    </div>
+                    </div> -->
 
 
 

app/Views/client_deposit_list.php

@@ -49,7 +49,7 @@
                             </td>
                             <td>
                                 <a class="dropdown-item"
-                                    href="<?= base_url("client/view_deposit/{$value->insurer_id}?client_id={$value->client_id}"); ?>">
+                                    href="<?= base_url("client/view_deposit/{$value->insurer_id}?client_id={$value->client_id}&cd_ac_pk={$value->cd_ac_pk}"); ?>">
                                     <i class="mdi mdi-eye mr-2 text-muted font-18 vertical-middle"></i>View Deposit
                                 </a>
                             </td>

app/Views/client_onboarding.php

@@ -94,16 +94,16 @@ body {
                             <span class="d-none d-sm-inline-block">API</span>
                         </a>
                     </li> -->
-                    <li class="nav-item">
+                    <!-- <li class="nav-item">
                         <a href="#others-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="others_tab">
                             <span class="mr-1"><i class="mdi mdi-tag-text-outline"></i></span>
                             <span class="d-none d-sm-inline-block">Others</span>
                         </a>
-                    </li>
+                    </li> -->
                 </ul>
                 <div class="tab-content">
                     <?php include("client_api.php"); ?>
-                    <?php include('client_others_tab.php'); ?>
+                    <?php // include('client_others_tab.php'); ?>
                     <?php include('notification.php'); ?>
                     <?php include('client_basic_info.php'); ?>
                     <?php include('client_kyc.php'); ?>

app/Views/client_policy.php

@@ -16,7 +16,7 @@
                     <th>Client Branch</th>
                     <th>TPA</th>
                     <th>Date</th>
-                    <th>Enrolment Status</th>
+                    <!-- <th>Enrolment Status</th> -->
                     <th>Status</th>
                     <th>Action</th>
                 </tr>
@@ -136,7 +136,7 @@
                                 <input  type="text" class="form-control" placeholder="GST (%)" id="gst_no" name="gst" required>
                             </div>
 
-                            <div class="form-group col-md-4 EB">
+                            <!-- <div class="form-group col-md-4 EB">
                                 <label class="switch" style="position: relative;top: 43px;left: 20px;">
                                     <input id="inception_type" type="checkbox" name="inception_type">
                                     <span class="slider round" style="height: 27px;"></span>
@@ -159,7 +159,7 @@
                             <div class="form-group col-md-4">
                                 <label for="reminder_date">Reminder Date<span class="text-danger">*</span></label>
                                 <input value="" type="text" class="form-control dateofdata" placeholder="Enter Remainder Dates( eg, 28,29,30 )" name="reminder_date" id="reminder_date" >
-                            </div>
+                            </div> -->
                             
                             <div class="form-group col-md-12 EB">
                                 <label for="disclaimer">Disclaimer<span class="text-danger">*</span></label>
@@ -239,23 +239,23 @@
 
 <script>
 
-    $('#inception_type').change(function () {
-        var open_data = $('#open_date').parent();
-        var close_data = $('#close_date').parent();
-        var reminder_data = $('#reminder_date').parent();
-        if($(this).prop('checked')){
-            $(open_data).show();
-            $(close_data).show();
-            $(reminder_data).show();
-            $('.dateofdata').attr('required', true);
-        }else{
-            $(open_data).hide();
-            $(close_data).hide();
-            $(reminder_data).hide();
-            $('.dateofdata').attr('required', false);
+    // $('#inception_type').change(function () {
+    //     var open_data = $('#open_date').parent();
+    //     var close_data = $('#close_date').parent();
+    //     var reminder_data = $('#reminder_date').parent();
+    //     if($(this).prop('checked')){
+    //         $(open_data).show();
+    //         $(close_data).show();
+    //         $(reminder_data).show();
+    //         $('.dateofdata').attr('required', true);
+    //     }else{
+    //         $(open_data).hide();
+    //         $(close_data).hide();
+    //         $(reminder_data).hide();
+    //         $('.dateofdata').attr('required', false);
 
-        }
-    })
+    //     }
+    // })
 
     var policy_PrimaryKey = $('#client_id_policy').val();
     var policy_client = $('#policy_PrimaryKey').val();
@@ -348,28 +348,28 @@
                 }
                 //console.log('search_term :', search_term)
 
-                var enrollmentStatus = '';
-                if (item.inception_type == 1) {
+                // var enrollmentStatus = '';
+                // if (item.inception_type == 1) {
 
-                    enrollmentStatus = 'N/A'
+                //     enrollmentStatus = 'N/A'
 
-                } else if (item.inception_type == 2) {
+                // } else if (item.inception_type == 2) {
 
-                    if (item.open_for_enrollment == 1) {
+                //     if (item.open_for_enrollment == 1) {
 
-                        enrollmentStatus = '<a href="#" data-id="' + item.id + '" id="' + item.policy_id +
-                            '" class="btnOpenEnroll" data-toggle="tooltip" data-placement="left" title="Click To Close Enrolment">Open</a>'
+                //         enrollmentStatus = '<a href="#" data-id="' + item.id + '" id="' + item.policy_id +
+                //             '" class="btnOpenEnroll" data-toggle="tooltip" data-placement="left" title="Click To Close Enrolment">Open</a>'
 
 
-                    } else if (item.open_for_enrollment == 0) {
+                //     } else if (item.open_for_enrollment == 0) {
 
-                        enrollmentStatus =
-                            '<a href="#" data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment"  data-id="' +
-                            item.id + '" id="' + item.policy_id + '" class="btnOpenEnroll">Closed</a>'
+                //         enrollmentStatus =
+                //             '<a href="#" data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment"  data-id="' +
+                //             item.id + '" id="' + item.policy_id + '" class="btnOpenEnroll">Closed</a>'
 
-                    }
+                //     }
 
-                }
+                // }
 
                 var tpaValue = 'TPA Unavailable';
 
@@ -388,7 +388,7 @@
                             <td>${item.branch_name ? item.branch_name : ' - '}</td>
                             <td>${tpaValue}</td>
                             <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
-                            <td style="text-align: center;">${(enrollmentStatus)}</td>
+                        
                             <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                             <td>
                                 <div class="btn-group dropdown">
@@ -434,6 +434,7 @@
 
         $('#policy_form')[0].reset();
         $('#add_form').show();
+        // console.log("Policy Form Added")
         $('#table_list').hide();
         $('.btnBack').show();
         $('.btnAdd').hide();
@@ -442,9 +443,9 @@
         $('#tpa').val('').change();
         $('#policy_no').val('').change();
         $('#policy_no').val('').change();
-        $('#start_date').val('').change();
-        $('#end_date').val('').change();
-        $('#close_date').val('').change();
+        // $('#start_date').val('').change();
+        // $('#end_date').val('').change();
+        // $('#close_date').val('').change();
         // $('#policy').html('<option value="" selected>Select Policy</option>').change();
         $('#policy_form_action').val('<?= base_url("client/policy/create"); ?>');
         $('#policy_status_field').hide()
@@ -590,31 +591,31 @@
 
                     // //console.log('search_term :', search_term)
 
-                    var enrollmentStatus = '';
-                    if (item.inception_type == 1) {
+                    // var enrollmentStatus = '';
+                    // if (item.inception_type == 1) {
 
-                        enrollmentStatus = 'N/A'
+                    //     enrollmentStatus = 'N/A'
 
-                    } else if (item.inception_type == 2) {
+                    // } else if (item.inception_type == 2) {
 
-                        if (item.open_for_enrollment == 1) {
+                    //     if (item.open_for_enrollment == 1) {
 
-                            enrollmentStatus =
-                                '<a data-toggle="tooltip" data-placement="top" title="Click To Close Enrolment" href="#" data-id="' +
-                                item.id + '" id="' + item.policy_id +
-                                '" class="btnOpenEnroll">Open</a>'
+                    //         enrollmentStatus =
+                    //             '<a data-toggle="tooltip" data-placement="top" title="Click To Close Enrolment" href="#" data-id="' +
+                    //             item.id + '" id="' + item.policy_id +
+                    //             '" class="btnOpenEnroll">Open</a>'
 
 
-                        } else if (item.open_for_enrollment == 0) {
+                    //     } else if (item.open_for_enrollment == 0) {
 
-                            enrollmentStatus =
-                                '<a data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment" href="#" data-id="' +
-                                item.id + '" id="' + item.policy_id +
-                                '" class="btnOpenEnroll">Closed</a>'
+                    //         enrollmentStatus =
+                    //             '<a data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment" href="#" data-id="' +
+                    //             item.id + '" id="' + item.policy_id +
+                    //             '" class="btnOpenEnroll">Closed</a>'
 
-                        }
+                    //     }
 
-                    }
+                    // }
 
                     var tpaValue = 'TPA Unavailable';
 
@@ -632,7 +633,6 @@
                             <td>${tpaValue}</td>
 
                             <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
-                            <td style="text-align: center;">${(enrollmentStatus)}</td>
                             <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                             <td>
                                 <div class="btn-group dropdown">
@@ -725,10 +725,12 @@
     $(document).ready(function() {
         /********* set the Policy_Type_id for Form Submit  *******/
         $('#policy_type').change(function() {
+            // alert('policy_type change');
 
             var policy_type_id = $(this).val();
+            // alert(policy_type_id);
 
-            if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7) {
+            if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7 || policy_type_id > 10) {
                 $('#tpa').prop('required', false);
                 $('#tpa_danger').hide()
             } else {
@@ -804,19 +806,19 @@
 
 
                 //Open for enrollment yes or no
-                if (res.data.inception_type == 2) {
-                    $('#inception_type').prop('checked', true);
-                    $('#open_date').parent().show();
-                    $('#close_date').parent().show();
-                    $('#reminder_date').parent().show();
-                    $('.dateofdata').attr('required', true);
-                } else {
-                    $('#inception_type').prop('checked', false);
-                    $('#open_date').parent().hide();
-                    $('#close_date').parent().hide();
-                    $('#reminder_date').parent().hide();
-                    $('.dateofdata').attr('required', false);
-                }
+                // if (res.data.inception_type == 2) {
+                //     $('#inception_type').prop('checked', true);
+                //     $('#open_date').parent().show();
+                //     $('#close_date').parent().show();
+                //     $('#reminder_date').parent().show();
+                //     $('.dateofdata').attr('required', true);
+                // } else {
+                //     $('#inception_type').prop('checked', false);
+                //     $('#open_date').parent().hide();
+                //     $('#close_date').parent().hide();
+                //     $('#reminder_date').parent().hide();
+                //     $('.dateofdata').attr('required', false);
+                // }
 
                 //Policy Visibility in Web App
                 if (res.data.enrolment_visibility == 1) {
@@ -904,7 +906,8 @@
                     $('#third').show();
                     $('#base_policy_id').hide();
                     $('#base_policy').prop('required', false);
-
+                    $("#tpa").prop('required', false);
+                    $('#tpa_danger').hide();
                     $(".EB").hide();
                 }
 
@@ -1450,14 +1453,29 @@
             $('#base_policy').prop('required', false);
             $('#base_danger').hide();
         }
-       
-        if($('#inception_type').prop('checked')){
+
+        if ($(this).val() > 7) {
+
+            $('#first').show();
+            $('#second').show();
+            $('#third').show();
+            $('#base_policy_id').hide();
+            $('#base_policy').prop('required', false);
+            $(".EB").hide();
+            setTimeout(() => {
+                $("#tpa").prop('required', false);
+                $('#tpa_danger').hide();
+            }, 100);
             
-        }else{
-            $('#open_date').parent().hide();
-            $('#close_date').parent().hide();
-            $('#reminder_date').parent().hide();
         }
+       
+        // if($('#inception_type').prop('checked')){
+            
+        // }else{
+        //     $('#open_date').parent().hide();
+        //     $('#close_date').parent().hide();
+        //     $('#reminder_date').parent().hide();
+        // }
     })
 
 
@@ -1530,6 +1548,7 @@
     $(document).ready(function() {
         
         $('#base_policy').change(function() {
+            // alert('Base Policy Change');
 
             var client_policy_id = $(this).val() ? $(this).val() : 0;
             var policy_type = $('#policy_type').val()
@@ -1882,19 +1901,19 @@
                 $('#policy_status_field').show();
 
 
-                if (res.data.inception_type == 2) {
-                    $('#inception_type').prop('checked', true);
-                    $('#open_date').parent().show();
-                    $('#close_date').parent().show();
-                    $('#reminder_date').parent().show();
-                    $('.dateofdata').attr('required', true);
-                } else {
-                    $('#inception_type').prop('checked', false);
-                    $('#open_date').parent().hide();
-                    $('#close_date').parent().hide();
-                    $('#reminder_date').parent().hide();
-                    $('.dateofdata').attr('required', false);
-                }
+                // if (res.data.inception_type == 2) {
+                //     $('#inception_type').prop('checked', true);
+                //     $('#open_date').parent().show();
+                //     $('#close_date').parent().show();
+                //     $('#reminder_date').parent().show();
+                //     $('.dateofdata').attr('required', true);
+                // } else {
+                //     $('#inception_type').prop('checked', false);
+                //     $('#open_date').parent().hide();
+                //     $('#close_date').parent().hide();
+                //     $('#reminder_date').parent().hide();
+                //     $('.dateofdata').attr('required', false);
+                // }
 
 
                 if (res.data.enrolment_visibility == 1) {
@@ -2002,7 +2021,8 @@
                     $('#third').show();
                     $('#base_policy_id').hide();
                     $('#base_policy').prop('required', false);
-
+                    $("#tpa").prop('required', false);
+                    $('#tpa_danger').hide();
                     $(".EB").hide();
                 }
 

app/Views/insurer_export_templete.php

@@ -627,10 +627,10 @@
             }
         });
 
-        if (isDuplicate) {
-            toastr.warning('This value is already selected in another dropdown.', 'Warning');
-            selectElement.value = ''; 
-        }
+        // if (isDuplicate) {
+        //     toastr.warning('This value is already selected in another dropdown.', 'Warning');
+        //     selectElement.value = ''; 
+        // }
     }
 
     $('.close').click(function() 

app/Views/layout/header.php

@@ -849,9 +849,9 @@
                     <?php if (in_array(get_role_id(), [1,2,3,5])) { ?>
                         <li>
                             <a id="app_content_management" href="#sidebarDashboardsmenu" data-toggle="collapse" class="waves-effect" style="color: grey;">
-                                <i class="fa fa-info-circle" aria-hidden="true"></i>
+                                <i class="fa fa-edit" aria-hidden="true"></i>
                                 <span class="badge badge-success badge-pill float-right">2</span>
-                                <span> App Content Management </span>
+                                <span>App Content Mgmt</span>
                             </a>
                             <div class="collapse" id="sidebarDashboardsmenu">
                                 <ul class="nav-second-level">
@@ -865,7 +865,12 @@
                             </div>
                         </li>
                     <?php } ?>
-
+                    <li>
+                        <a id="user_manual" href="<?= base_url("autobookstackLogin") ?>" class="waves-effect" target="_blank" rel="noopener noreferrer">
+                            <i class="fa fa-info-circle" aria-hidden="true"></i>
+                            <span>User Manual</span>
+                        </a>
+                    </li>
                 </ul>
              </div>
             <!-- End Sidebar -->

app/Views/leads_form.php

@@ -36,6 +36,53 @@
     }
 </style>
 
+<style>
+    .info-icon-wrapper {
+        position: relative;
+        display: inline-block;
+        cursor: pointer;
+        top: 30px;
+        left: 35px;
+        font-size: 22px;
+    }
+
+    .info-tooltip {
+        visibility: hidden;
+        opacity: 0;
+        width: max-content;
+        max-width: 300px;
+        background-color: #333;
+        color: #fff;
+        text-align: left;
+        padding: 10px;
+        border-radius: 6px;
+        position: absolute;
+        z-index: 999;
+        bottom: 125%; /* Show above icon */
+        left: 50%;
+        transform: translateX(-50%);
+        font-size: 12px;
+        white-space: normal;
+        transition: opacity 0.3s;
+    }
+
+    .info-tooltip::after {
+        content: "";
+        position: absolute;
+        top: 100%; /* Arrow below tooltip */
+        left: 50%;
+        margin-left: -5px;
+        border-width: 5px;
+        border-style: solid;
+        border-color: #333 transparent transparent transparent;
+    }
+
+    .info-icon-wrapper:hover .info-tooltip {
+        visibility: visible;
+        opacity: 1;
+    }
+</style>
+
 <div class="row" id="leads_form">
     <div class="col-12">
         <div class="card">
@@ -99,6 +146,30 @@
                     <!-- client row -->
                     <div class="form-row">
 
+                        <div class="form-group col-md-3 freshFields">
+                            <label class="switch" style="position: relative;top: 33px;left: 0px;">
+                                <input id="exixting_client" type="checkbox" name="exixting_client">
+                                <span class="slider round" style="height: 27px;"></span>
+                            </label>
+
+                            <label for="exixting_client" style="position: relative;top: 39px;left: 20px;">Existing Client</label>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_id">Client<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_id" name="client_id">
+                                <option value="">Select Client</option>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_branch_id" name="client_branch_id"
+                                onchange="getBranchData(this,1)">
+                                <option value="">Select Branch</option>
+                            </select>
+                        </div>
+
                         <div class="form-group col-md-3 freshFields">
                             <label for="client_type">Client Type<span class="text-danger">*</span></label>
                             <select class="form-control" id="client_type" name="client_type" required>
@@ -139,21 +210,6 @@
                                 placeholder="Enter Client Short Name" required>
                         </div>
 
-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_id">Client<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_id" name="client_id">
-                                <option value="">Select Client</option>
-                            </select>
-                        </div>
-
-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this,1)">
-                                <option value="">Select Branch</option>
-                            </select>
-                        </div>
-
                         <div class="form-group col-md-3 renewalFields" style="display: none;">
                             <label for="source_policy_id"> Source Policy <span id="base_danger"
                                     class="text-danger">*</span></label>
@@ -393,12 +449,18 @@
                 }
                 $("#source_policy_id").removeAttr("required");
                 $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+                $("#source_policy_id").hide();
+                $('#source_policy_id').closest('.form-group').hide();
 
                 $("#source_policy_start_date").removeAttr("required");
                 $("#source_policy_start_date").closest("div") .find("label .text-danger").remove();
+                $("#source_policy_start_date").hide();
+                $('#source_policy_start_date').closest('.form-group').hide();
 
                 $("#source_policy_end_date").removeAttr("required");
                 $("#source_policy_end_date").closest("div") .find("label .text-danger").remove();
+                $("#source_policy_end_date").hide();
+                $('#source_policy_end_date').closest('.form-group').hide();
 
 
                 
@@ -407,25 +469,27 @@
                 $("#source_policy_start_date").prop("required", true);
                 $("#source_policy_end_date").prop("required", true);
 
+                 $("#source_policy_id").show();
+                 $("#source_policy_start_date").show();
+                 $("#source_policy_start_date").show();
+
+                  $('#source_policy_id').closest('.form-group').find('label').show();
+                  $('#source_policy_start_date').closest('.form-group').find('label').show();
+                  $('#source_policy_end_date').closest('.form-group').find('label').show();
 
                 // Check if the asterisk doesn't already exist, then add it
-                let $label = $("#source_policy_id")
-                .closest("div") 
-                .find("label");
+                let $label = $("#source_policy_id").closest("div") .find("label");
 
                 if ($label.find(".text-danger").length === 0) {
                     $label.append(' <span class="text-danger">*</span>');
                 }
-                let $label2 = $("#source_policy_start_date")
-                .closest("div") 
-                .find("label");
+
+                let $label2 = $("#source_policy_start_date").closest("div") .find("label");
 
                 if ($label2.find(".text-danger").length === 0) {
                     $label2.append(' <span class="text-danger">*</span>');
                 }
-                let $label3 = $("#source_policy_end_date")
-                .closest("div") 
-                .find("label");
+                let $label3 = $("#source_policy_end_date").closest("div").find("label");
 
                 if ($label3.find(".text-danger").length === 0) {
                     $label3.append(' <span class="text-danger">*</span>');
@@ -439,6 +503,17 @@
 
             }
 
+            if(lead_type != 1){
+                dataIncrement = 1;
+                // updateRenewalFields(dataIncrement);
+
+                let incurred_claim_date_id = 'incurred_claim_date';
+                var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
+                    dateFormat: "d/m/Y",
+                    allowInput: false,
+                });
+            }
+
             var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
                 dateFormat: "d/m/Y",
                 allowInput: false
@@ -448,6 +523,12 @@
             document.getElementById('source_policy_end_date').readOnly = true;
 
             $('#source_policy_start_date, #source_policy_end_date').addClass('readonly-select');
+
+            $('#client_id').select2();
+            $('#client_branch_id').select2();
+            $('#source_policy_id').val("");
+
+            console.log('---- completed ----')
         });
 
         console.log('increment count for insurer and tpa ', increment);
@@ -470,12 +551,17 @@
         $('#tpa_' + increment).select2();
         $('#proposed_insurer').select2();
         $('#proposed_tpa').select2();
+        $('#client_id').select2();
+        $('#client_branch_id').select2();
+        $('#source_policy_id').val("");
+
+        console.log('---- completed ----')
 
        
     })       
     //------------------------------ GET DATA ( EDIT, BRANCH, POLICY ) ---------------------------------------------------------------------------
 
-    //view and edit Lead data function
+    //view and edit Lead data function ( NOT IN USE DON'T DELETE )
     function getLeadsDataForEdit(input) {
 
         $('.loader').fadeIn();
@@ -531,9 +617,9 @@
                             $('.lifeClaimFields').show();
                         } else {
 
-                            updateRenewalFields(dataIncrement);
-                            let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
-                            // let premium_date_id = 'premium_date_' + dataIncrement;
+                            // updateRenewalFields(dataIncrement);
+                            // let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
+                            let incurred_claim_date_id = 'incurred_claim_date';
 
                             var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
                                 dateFormat: "d/m/Y",
@@ -556,9 +642,9 @@
                                     console.log('Policy Start Date:', policyStartDate.val());
 
                                     // Recalculate policy_run_days if policy start date is already selected
-                                    if (policyStartDate.val()) {
-                                        calculatePolicyRunDays(increment);
-                                    }
+                                    // if (policyStartDate.val()) {
+                                    //     calculatePolicyRunDays(increment);
+                                    // }
                                 }
                             });
 
@@ -899,10 +985,12 @@
                         $('.lifeClaimFields').show();
                     } else {
 
-                        updateRenewalFields(dataIncrement);
-                        let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
-                        // let premium_date_id = 'premium_date_' + dataIncrement;
-
+                        if(lead_type == 1){
+                            updateRenewalFields(dataIncrement);
+                        }
+                        
+                        // let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
+                        let incurred_claim_date_id = 'incurred_claim_date';
                         var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
                             dateFormat: "d/m/Y",
                             allowInput: false,
@@ -924,17 +1012,12 @@
                                 console.log('Policy Start Date:', policyStartDate.val());
 
                                 // Recalculate policy_run_days if policy start date is already selected
-                                if (policyStartDate.val()) {
-                                    calculatePolicyRunDays(increment);
-                                }
+                                // if (policyStartDate.val()) {
+                                //     calculatePolicyRunDays(increment);
+                                // }
                             }
                         });
 
-                        // var premium_date_datepicker = flatpickr("#" + premium_date_id, {
-                        //     dateFormat: "d/m/Y",
-                        //     allowInput: false
-                        // });
-
                         $('#proposed_insurer_' + dataIncrement).select2();
                         $('#proposed_tpa_' + dataIncrement).select2();
 
@@ -1022,7 +1105,7 @@
             
             <div class="form-group col-md-3">
                 <label for="">Date of Commencement <span class="text-danger"></span></label>
-                <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC">
+                <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" onchange="calculatePolicyMetrics(this)">
             </div>
 
             <div class="form-group col-md-3">
@@ -1104,14 +1187,14 @@
 
         $('#source_policy_id').on('change', function() {
             let client_policy_id = $(this).val();
-            console.log('increment given', increment)
+            console.log('increment given', increment);
             getPolicyData(client_policy_id, increment);
         })
 
         if (check == 1) {
             let client_policy_id = $('#source_policy_id').val();
             if (client_policy_id) {
-                getPolicyData(client_policy_id, increment)
+                getPolicyData(client_policy_id, increment);
             }
         }
 
@@ -1161,116 +1244,217 @@
     //------------------------ CALCULATION ---------------------------------------------------------------------------------
 
 
-    function calculatePolicyRunDays(increment) {
+    // function calculatePolicyRunDays(increment) {
+
+    //     // console.log('calculatePolicyRunDays function called');
+    //     // console.log('increment', increment);
+    //     // let lead_type = $('#lead_type').val();
+    //     // var policyStartDate = $("#source_policy_start_date");
+    //     // if(lead_type == 3){
+    //     //     policyStartDate = $("#policy_start_date");
+    //     // }
+    //     // var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
+    //     // var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
+
+    //     // console.log('policyStartDate', policyStartDate)
+    //     // console.log('incurredClaimDate', incurredClaimDate)
+
+    //     // if (policyStartDate && incurredClaimDate) {
+    //     //     var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds
+    //     //     console.log('timeDiff', timeDiff);
+    //     //     var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
+    //     //     console.log('daysDiff', daysDiff);
+    //     //     $("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
+    //     // }
+    // }
+
+    // function incurredClaimSum(input) {
+
+    //     // let increment = input.id.split('_').pop(); // Extract the increment part
+    //     // console.log('increment', increment);
+
+    //     // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
+    //     // let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
+    //     // console.log('paid_claims', paid_claims);
+
+    //     // let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
+    //     // console.log('outstanding_claims', outstanding_claims);
+
+    //     // // Calculate the incurred claim
+    //     // let incurred_claims = paid_claims + outstanding_claims;
+    //     // console.log('incurred_claims', incurred_claims);
+
+    //     // // Set the calculated value
+    //     // $('#incurred_claims_' + increment).val(incurred_claims);
+
+    //     // // ------------------------------------------------------------------------------------------
+
+    //     // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
+    //     // console.log('policy_run_days', policy_run_days);
+    //     // console.log('incurred claims ' + incurred_claims);
+    //     // // Prevent division by zero in annualised claims calculation
+    //     // let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
+    //     // let annualised_claims_roundoff = Math.round(annualised_claims);
+    //     // console.log('annualised_claims', annualised_claims_roundoff);
+
+    //     // $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
+
+    //     // // ------------------------------------------------------------------------------------------
+
+    //     // // Prevent division by zero in incurred claim ratio calculation
+    //     // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
+    //     // let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
+    //     //     ? (annualised_claims / premium_as_on_date)
+    //     //     : 0;
+
+    //     // let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio)
+    //     //     ? Math.round(incurred_claim_ratio)
+    //     //     : 0;
+
+    //     // console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
+
+    //     // $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
+
+    //     // // ------------------------------------------------------------------------------------------
+
+    //     // let earnedPremium = parseFloat($('#earned_premium_' + increment).val()) || 0;
+    //     // console.log('earnedPremium:', earnedPremium);
+
+    //     // // Prevent division by zero
+    //     // let earnedClaimsRatio = earnedPremium > 0 ? annualised_claims / earnedPremium : 0;
+
+    //     // // Round to nearest integer
+    //     // let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
+    //     // console.log('earnedClaimsRatio:', earnedClaimsRatio);
+
+    //     // // Set the value to the corresponding input
+    //     // $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
+
+    // }
+
+    // function earnedPremiumCalc(input) {
+
+    //     // let increment = input.id.split('_').pop(); // Extract the increment part
+    //     // console.log('increment', increment);
+
+    //     // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
+
+    //     // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
+    //     // let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
+    //     // console.log('premium_at_inception', premium_at_inception);
+
+    //     // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
+    //     // console.log('policy_run_days', policy_run_days);
+
+    //     // // Prevent division by zero and calculate earned premium
+    //     // let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
+    //     // console.log('earned_premium', earned_premium);
+    //     // let earned_premium_roundoff = Math.round(earned_premium);
+    //     // // Set the calculated value with two decimal places
+    //     // $('#earned_premium_' + increment).val(earned_premium_roundoff);
+    // }
+
+    function calculatePolicyMetrics(input) {
 
-        console.log('calculatePolicyRunDays function called');
-        console.log('increment', increment);
         let lead_type = $('#lead_type').val();
-        var policyStartDate = $("#source_policy_start_date");
-        if(lead_type == 3){
-            policyStartDate = $("#policy_start_date");
-        }
-        var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
-        var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
+        console.log('Lead Type:', lead_type);
 
-        console.log('policyStartDate', policyStartDate)
-        console.log('incurredClaimDate', incurredClaimDate)
+        let increment = input.id.split('_').pop(); // Extract increment
+        if(lead_type == 1){
+             return;
+        }
+
+        let input_id = input.id;
+        console.log('--- calculatePolicyMetrics called ---');
+        console.log('Input ID:', input_id);
+        console.log('Increment:', increment);
+
+        let sourcePolicyDateVal = $('#source_policy_start_date').val()?.trim();
+        let policyStartDateVal = $('#policy_start_date').val()?.trim() || $('#policy_start_date_1').val()?.trim();
+
+        let policyStartDateInput = null;
+
+        if (sourcePolicyDateVal && lead_type == 2) {
+            policyStartDateInput = $('#source_policy_start_date');
+            console.log('Using Source Policy Start Date:', sourcePolicyDateVal);
+        } else if (policyStartDateVal) {
+            if(input_id == "policy_start_date_1"){
+                policyStartDateInput = $('#policy_start_date_1');
+            }else{
+                policyStartDateInput = $('#policy_start_date');
+            }
+            console.log('Using Policy Start Date:', policyStartDateVal);
+        } else {
+            toastr.warning('Policy start date or Date of Commencement is empty. Please fill in the date field.', "WARNING.. !");
+            console.warn('Both policy start dates are missing or invalid');
+            $(input).val('');
+            return; // stop further execution
+        }
+
+        // let policyStartDateInput = (lead_type == 3) ? $('#policy_start_date') : $('#source_policy_start_date');
+        console.log('Policy Start Date Input:', policyStartDateInput.val());
+
+        let policyStartDate = flatpickr.parseDate(policyStartDateInput.val(), "d/m/Y");
+        let incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date").val(), "d/m/Y");
+
+        console.log('Parsed Policy Start Date:', policyStartDate);
+        console.log('Parsed Incurred Claim Date:', incurredClaimDate);
 
         if (policyStartDate && incurredClaimDate) {
-            var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds
-            console.log('timeDiff', timeDiff);
-            var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
-            console.log('daysDiff', daysDiff);
-            $("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
+            let timeDiff = Math.abs(incurredClaimDate - policyStartDate);
+            console.log('Time Difference (ms):', timeDiff);
+
+            let daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1);
+            console.log('Policy Run Days:', daysDiff);
+
+            $('#policy_run_days').val(daysDiff);
         }
-    }
 
-    function incurredClaimSum(input) {
+        let paid_claims = Number($('#paid_claims').val()) || 0;
+        let outstanding_claims = Number($('#outstanding_claims').val()) || 0;
+        console.log('Paid Claims:', paid_claims);
+        console.log('Outstanding Claims:', outstanding_claims);
 
-        let increment = input.id.split('_').pop(); // Extract the increment part
-        console.log('increment', increment);
-
-        // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
-        let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
-        console.log('paid_claims', paid_claims);
-
-        let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
-        console.log('outstanding_claims', outstanding_claims);
-
-        // Calculate the incurred claim
         let incurred_claims = paid_claims + outstanding_claims;
-        console.log('incurred_claims', incurred_claims);
+        console.log('Incurred Claims:', incurred_claims);
+        $('#incurred_claims').val(incurred_claims);
 
-        // Set the calculated value
-        $('#incurred_claims_' + increment).val(incurred_claims);
+        let policy_run_days = Number($('#policy_run_days').val()) || 0;
+        console.log('Policy Run Days (Final):', policy_run_days);
 
-        // ------------------------------------------------------------------------------------------
-
-        let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
-        console.log('policy_run_days', policy_run_days);
-        console.log('incurred claims ' + incurred_claims);
-        // Prevent division by zero in annualised claims calculation
-        let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
+        let annualised_claims = policy_run_days > 0 ? (incurred_claims / policy_run_days) * 365 : 0;
         let annualised_claims_roundoff = Math.round(annualised_claims);
-        console.log('annualised_claims', annualised_claims_roundoff);
+        console.log('Annualised Claims:', annualised_claims);
+        console.log('Annualised Claims (Rounded):', annualised_claims_roundoff);
+        $('#annualised_claims').val(annualised_claims_roundoff);
 
-        $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
+        let premium_as_on_date = Number($('#premium_date').val()) || 0;
+        console.log('Premium as on Date:', premium_as_on_date);
 
-        // ------------------------------------------------------------------------------------------
-
-        // Prevent division by zero in incurred claim ratio calculation
-        let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
         let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
             ? (annualised_claims / premium_as_on_date)
             : 0;
+        let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio) ? Math.round(incurred_claim_ratio) : 0;
+        console.log('Incurred Claim Ratio:', incurred_claim_ratio);
+        console.log('Incurred Claim Ratio (Rounded):', incurred_claim_ratio_roundoff);
+        $('#incurred_claims_ratio').val(incurred_claim_ratio_roundoff);
 
-        let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio)
-            ? Math.round(incurred_claim_ratio)
-            : 0;
-
-        console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
-
-        $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
-
-        // ------------------------------------------------------------------------------------------
-
-        let earnedPremium = parseFloat($('#earned_premium_' + increment).val()) || 0;
-        console.log('earnedPremium:', earnedPremium);
-
-        // Prevent division by zero
-        let earnedClaimsRatio = earnedPremium > 0 ? annualised_claims / earnedPremium : 0;
-
-        // Round to nearest integer
-        let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
-        console.log('earnedClaimsRatio:', earnedClaimsRatio);
-
-        // Set the value to the corresponding input
-        $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
-
-    }
-
-    function earnedPremiumCalc(input) {
-
-        let increment = input.id.split('_').pop(); // Extract the increment part
-        console.log('increment', increment);
-
-        let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
-
-        // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
-        let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
-        console.log('premium_at_inception', premium_at_inception);
-
-        let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
-        console.log('policy_run_days', policy_run_days);
-
-        // Prevent division by zero and calculate earned premium
         let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
-        console.log('earned_premium', earned_premium);
         let earned_premium_roundoff = Math.round(earned_premium);
-        // Set the calculated value with two decimal places
-        $('#earned_premium_' + increment).val(earned_premium_roundoff);
+        console.log('Earned Premium:', earned_premium);
+        console.log('Earned Premium (Rounded):', earned_premium_roundoff);
+        $('#earned_premium').val(earned_premium_roundoff);
+
+        let earnedClaimsRatio = earned_premium > 0 ? annualised_claims / earned_premium : 0;
+        let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
+        console.log('Earned Claims Ratio:', earnedClaimsRatio);
+        console.log('Earned Claims Ratio (Rounded):', earnedClaimsRatioRounded);
+        $('#earned_claims_ratio').val(earnedClaimsRatioRounded);
+
+        console.log('--- End of calculatePolicyMetrics ---\n');
     }
 
+
     $(document).on("input", "#incept_emp_count, #incept_dept_count, #renewal_emp_count, #renewal_dept_count, #exp_emp_count, #exp_dept_count", function() {
         calculateTotalLives(this);
     });
@@ -1421,6 +1605,83 @@
             removeExtraForms();
         }
 
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $('#exixting_client').prop('checked', false);
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+        $('#client_type').removeClass('readonly-select');
+        $('#entity_type_id').removeClass('readonly-select');
+        $("#client_name").prop('readonly', false);
+        $("#client_short_name").prop('readonly', false);
+
+        // Renewal fields
+        $("#client_id").prop("selectedIndex", 0);
+        $("#client_branch_id").prop("selectedIndex", 0);
+        $("#source_policy_id").empty();
+        $('#source_policy_id').append($('<option>', {
+                value: "", 
+                text: "Select a Policy"
+        }));
+        $("#pan").val("");
+
+        $('#policy_type_id_1').prop("selectedIndex", 0)
+        $('#insurer_1').prop("selectedIndex", 0)
+        $('#tpa_1').prop("selectedIndex", 0);
+        $('#policy_start_date').val("");
+        $('#policy_end_date').val("");
+        $("#appendArea_1").empty();
+
+        // $('#source_policy_start_date').val("");
+        // $('#source_policy_end_date').val("");
+        // $('#incurred_claims_date').val("");
+        // $('#paid_claims').val("");
+        // $('#outstanding_claims').val("");
+        // $('#incurred_claims').val("");
+        // $('#policy_run_days').val("");
+        // $('#premium_at_inception').val("");
+        // $('#premium_date').val("");
+        // $('#earned_premium').val("");
+        // $('#annualised_claims').val("");
+        // $('#incurred_claims_ratio').val("");
+        // $('#earned_claims_ratio').val("");
+
+        let incurred_claim_date_id = 'incurred_claim_date';
+        if ($('#' + incurred_claim_date_id).length) {
+            flatpickr("#" + incurred_claim_date_id, {
+                dateFormat: "d/m/Y",
+                allowInput: false,
+                onChange: function (selectedDates) {
+                    try {
+                        let increment = this.input.id.split('_').pop();
+                        let policyStartDate = $("#source_policy_start_date");
+                        if (policyStartDate.val()) {
+                            calculatePolicyRunDays(increment);
+                        }
+                    } catch (error) {
+                        console.error('Error in incurred_claim_datepicker:', error);
+                    }
+                }
+            });
+        } else {
+            console.warn(`Incurred claim date field #${incurred_claim_date_id} not found.`);
+        }
+
     })
 
     function insurerChange(input, unique_id) {
@@ -1660,6 +1921,8 @@
 
             }
 
+            $('#exixting_client').removeAttr('required');
+
         } else {
 
             $('.btnDiv').hide();
@@ -1680,6 +1943,23 @@
                 $("#source_policy_start_date").removeAttr("required");
                 $("#source_policy_end_date").removeAttr("required");
 
+                $('#source_policy_id').show();
+                $('#source_policy_start_date').show();
+                $('#source_policy_end_date').show();
+
+                $('#source_policy_id').closest('.form-group').show();
+                $('#source_policy_start_date').closest('.form-group').show();
+                $('#source_policy_end_date').closest('.form-group').show();
+
+            }else{
+
+                $('#source_policy_id').hide();
+                $('#source_policy_start_date').hide();
+                $('#source_policy_end_date').hide();
+
+                $('#source_policy_id').closest('.form-group').hide();
+                $('#source_policy_start_date').closest('.form-group').hide();
+                $('#source_policy_end_date').closest('.form-group').hide();
             }
 
             // $('.proposed_div').show().find('select, input').attr('required', 'required');
@@ -1732,6 +2012,7 @@
     }
 
     function updateRenewalFields(increment) {
+        console.log('updateRenewalFields function called');
         $(".renewalCalculation input, .renewalCalculation select").each(function() {
             let oldId = $(this).attr("id");
             if (oldId) {
@@ -1741,6 +2022,62 @@
         });
     }
 
+    $('#exixting_client').change(function () {
+
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#pan").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+
+        // Renewal fields
+        $("#client_id").select2();
+        $("#client_branch_id").select2();
+
+        if ($(this).is(':checked')) {
+            $('#client_id').closest('.form-group').show();
+            $('#client_branch_id').closest('.form-group').show();
+
+            $('#client_type').addClass('readonly-select');
+            $('#entity_type_id').addClass('readonly-select');
+
+            $("#client_name").prop('readonly', true);
+            $("#client_short_name").prop('readonly', true);
+
+            $("#client_id").prop("required", true);
+            $("#client_branch_id").prop("required", true);
+
+        } else {
+            $('#client_id').closest('.form-group').hide();
+            $('#client_branch_id').closest('.form-group').hide();
+
+            $('#client_type').removeClass('readonly-select');
+            $('#entity_type_id').removeClass('readonly-select');
+
+            $("#client_name").prop('readonly', false);
+            $("#client_short_name").prop('readonly', false);
+
+            $("#client_id").prop("required", false);
+            $("#client_branch_id").prop("required", false);
+        }
+    });
+
+
     //-----------------------------------------------------------------------------------------------------------
 
 

app/Views/leads_form_handler.php

@@ -64,6 +64,74 @@
         color: #16181b !important;
         cursor: pointer !important;
     }
+
+    .readonly-select {
+        pointer-events: none;
+        /* background-color: #f0f0f0;  */
+        background-color: #e0e0e0;
+        color: #666; 
+    }
+
+    .switch {
+        position: relative;
+        display: inline-block;
+        width: 54px;
+        height: 34px;
+    }
+
+    .switch input { 
+        opacity: 0;
+        width: 0;
+        height: 0;
+    }
+
+    .slider {
+        position: absolute;
+        cursor: pointer;
+        top: 0;
+        left: 0;
+        right: 0;
+        bottom: 0;
+        background-color: #ccc;
+        -webkit-transition: .4s;
+        transition: .4s;
+    }
+
+    .slider:before {
+        position: absolute;
+        content: "";
+        height: 19px;
+        width: 19px;
+        left: 4px;
+        bottom: 4px;
+        background-color: white;
+        -webkit-transition: .4s;
+        transition: .4s;
+    }
+
+    input:checked + .slider {
+        background-color: #2196F3;
+    }
+
+    input:focus + .slider {
+        box-shadow: 0 0 1px #2196F3;
+    }
+
+    input:checked + .slider:before {
+        -webkit-transform: translateX(26px);
+        -ms-transform: translateX(26px);
+        transform: translateX(26px);
+    }
+
+    /* Rounded sliders */
+    .slider.round {
+        border-radius: 34px;
+    }
+
+    .slider.round:before {
+        border-radius: 50%;
+    }
+
 </style>
 
 <?php
@@ -174,7 +242,9 @@ if (isset($selected_lead_type)) {
                 value: item.id,
                 text: item.client_name,
                 'data-cn': item.client_name,
+                'data-csn': item.short_name,
                 'data-ct': item.client_type,
+                'data-cet': item.entity_type_id,
                 class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
             });
 
@@ -244,6 +314,24 @@ if (isset($selected_lead_type)) {
 
             let client_id = $(this).val();
 
+            const $selected = $(this).find('option:selected');
+
+            const clientId       = $selected.val();
+            const clientName     = $selected.data('cn');
+            const shortName      = $selected.data('csn');
+            const clientType     = $selected.data('ct');
+            const entityTypeId   = $selected.data('cet');
+
+            console.log('Client ID:', clientId);
+            console.log('Client Name:', clientName);
+            console.log('Short Name:', shortName);
+            console.log('Client Type:', clientType);
+            console.log('Entity Type ID:', entityTypeId);
+
+            $("#client_type").val(clientType);
+            $("#entity_type_id").val(entityTypeId);
+            $("#client_name").val(clientName);
+            $("#client_short_name").val(shortName);
 
             if (client_id == 'add_client') {
                 // alert("Hello");
@@ -583,6 +671,57 @@ if (isset($selected_lead_type)) {
 
                 if (lead_type == 1) {
                     $('.claim-row').hide();
+
+                    if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
+                        $('#exixting_client').prop('checked', false);
+                        $('#exixting_client').prop('disabled', true);
+
+                        $('#client_id').closest('.form-group').hide();
+                        $('#client_branch_id').closest('.form-group').hide();
+
+                        $('#client_type').removeClass('readonly-select');
+                        $('#entity_type_id').removeClass('readonly-select');
+
+                        $("#gst").prop('readonly', false);
+                        $("#pan").prop('readonly', false);
+                        $("#branch_name").prop('readonly', false);
+                        $("#branch_code").prop('readonly', false);
+                        $("#contact_person_name").prop('readonly', false);
+                        $("#contact_person_mobile").prop('readonly', false);
+                        $("#contact_person_email").prop('readonly', false);
+
+                        $("#client_name").prop('readonly', false);
+                        $("#client_short_name").prop('readonly', false);
+
+                        $("#client_id").prop("required", false);
+                        $("#client_branch_id").prop("required", false);
+
+                    }else{
+
+                        $('#exixting_client').prop('checked', true);
+                        $('#exixting_client').prop('disabled', true);
+
+                        $('#client_id').closest('.form-group').show();
+                        $('#client_branch_id').closest('.form-group').show();
+
+                        $('#client_type').addClass('readonly-select');
+                        $('#entity_type_id').addClass('readonly-select');
+
+                        $("#client_name").prop('readonly', true);
+                        $("#client_short_name").prop('readonly', true);
+
+                        $("#gst").prop('readonly', true);
+                        $("#pan").prop('readonly', true);
+                        $("#branch_name").prop('readonly', true);
+                        $("#branch_code").prop('readonly', true);
+                        $("#contact_person_name").prop('readonly', true);
+                        $("#contact_person_mobile").prop('readonly', true);
+                        $("#contact_person_email").prop('readonly', true);
+
+                        $("#client_id").prop("required", true);
+                        $("#client_branch_id").prop("required", true);
+                    }
+
                 } else {
                     $('.claim-row').show();
                     if (policy_type_id == 1) {
@@ -593,9 +732,8 @@ if (isset($selected_lead_type)) {
                         $('.lifeClaimFields').show();
                     } else {
                         // updateRenewalFields(dataIncrement);
-                        
-                        let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
-                        // let premium_date_id = 'premium_date_' + dataIncrement;
+                        // let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
+                        let incurred_claim_date_id = 'incurred_claim_date';
 
                         if ($('#' + incurred_claim_date_id).length) {
                             flatpickr("#" + incurred_claim_date_id, {
@@ -617,15 +755,6 @@ if (isset($selected_lead_type)) {
                             console.warn(`Incurred claim date field #${incurred_claim_date_id} not found.`);
                         }
 
-                        // if ($('#' + premium_date_id).length) {
-                        //     flatpickr("#" + premium_date_id, {
-                        //         dateFormat: "d/m/Y",
-                        //         allowInput: false
-                        //     });
-                        // } else {
-                        //     console.warn(`Premium date field #${premium_date_id} not found.`);
-                        // }
-
                         // console.log($('#proposed_insurer_' + dataIncrement).length);
                         $('#proposed_insurer_' + dataIncrement).select2();
                         $('#proposed_tpa_' + dataIncrement).select2();
@@ -780,6 +909,59 @@ if (isset($selected_lead_type)) {
                     temp_client_id = data.client_id
                 }
 
+                if(lead_type == 1){
+
+                    if(data.is_client_created == null || data.is_client_created == 0 || data.is_client_created == ""){
+                        $('#exixting_client').prop('checked', false);
+                        $('#exixting_client').prop('disabled', true);
+
+                        $('#client_id').closest('.form-group').hide();
+                        $('#client_branch_id').closest('.form-group').hide();
+
+                        $('#client_type').removeClass('readonly-select');
+                        $('#entity_type_id').removeClass('readonly-select');
+
+                        $("#gst").prop('readonly', false);
+                        $("#pan").prop('readonly', false);
+                        $("#branch_name").prop('readonly', false);
+                        $("#branch_code").prop('readonly', false);
+                        $("#contact_person_name").prop('readonly', false);
+                        $("#contact_person_mobile").prop('readonly', false);
+                        $("#contact_person_email").prop('readonly', false);
+
+                        $("#client_name").prop('readonly', false);
+                        $("#client_short_name").prop('readonly', false);
+
+                        $("#client_id").prop("required", false);
+                        $("#client_branch_id").prop("required", false);
+
+                    }else{
+
+                        $('#exixting_client').prop('checked', true);
+                        $('#exixting_client').prop('disabled', true);
+
+
+                        $('#client_id').closest('.form-group').show();
+                        $('#client_branch_id').closest('.form-group').show();
+
+                        $('#client_type').addClass('readonly-select');
+                        $('#entity_type_id').addClass('readonly-select');
+
+                        $("#client_name").prop('readonly', true);
+                        $("#client_short_name").prop('readonly', true);
+
+                        $("#gst").prop('readonly', true);
+                        $("#pan").prop('readonly', true);
+                        $("#branch_name").prop('readonly', true);
+                        $("#branch_code").prop('readonly', true);
+                        $("#contact_person_name").prop('readonly', true);
+                        $("#contact_person_mobile").prop('readonly', true);
+                        $("#contact_person_email").prop('readonly', true);
+
+                        $("#client_id").prop("required", true);
+                        $("#client_branch_id").prop("required", true);
+                    }
+                }
 
                 $('#page_title').text('Edit Lead');
                 $('#leads_primarykey').val(data.id || '');

app/Views/leads_non_eb.php

@@ -100,6 +100,30 @@
                     <!-- client row -->
                     <div class="form-row">
 
+                        <div class="form-group col-md-3 freshFields">
+                            <label class="switch" style="position: relative;top: 33px;left: 0px;">
+                                <input id="exixting_client" type="checkbox" name="exixting_client">
+                                <span class="slider round" style="height: 27px;"></span>
+                            </label>
+
+                            <label for="exixting_client" style="position: relative;top: 39px;left: 20px;">Existing Client</label>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_id">Client<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_id" name="client_id">
+                                <option value="">Select Client</option>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_branch_id" name="client_branch_id"
+                                onchange="getBranchData(this,1)">
+                                <option value="">Select Branch</option>
+                            </select>
+                        </div>
+
                         <div class="form-group col-md-3 freshFields">
                             <label for="client_type">Client Type<span class="text-danger">*</span></label>
                             <select class="form-control" id="client_type" name="client_type" required>
@@ -140,21 +164,6 @@
                                 placeholder="Enter Client Short Name" required>
                         </div>
 
-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_id">Client<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_id" name="client_id">
-                                <option value="">Select Client</option>
-                            </select>
-                        </div>
-
-                        <div class="form-group col-md-3 renewalFields" style="display: none;">
-                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
-                            <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this,1)">
-                                <option value="">Select Branch</option>
-                            </select>
-                        </div>
-
                         <div class="form-group col-md-3 renewalFields" style="display: none;">
                             <label for="source_policy_id"> Source Policy <span id="base_danger"
                                     class="text-danger">*</span></label>
@@ -300,7 +309,8 @@
 
                     <div id="appendArea"></div>
 
-                    <div id="appendAreaForClaim"></div>
+                    <div id="appendAreaForClaim">
+                    </div>
 
                     <hr>
 
@@ -528,6 +538,9 @@
         console.log('finyearJsonString', finyearJsonString);
         formData.append('fin_years_claims', finyearJsonString);
 
+        cliam_history_status = $("#claim_history").prop("checked") ? 1 : 0;
+
+        formData.append('claim_history',cliam_history_status);
 
         // Append the JSON string to the FormData object
         formData.append('salse_person_id', jsonString);
@@ -584,11 +597,15 @@
 
                 $("#source_policy_id").prop("required",false);
                 $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+                $('#source_policy_id').closest('.form-group').hide();
 
                 
         } else if (value != 3) {
             $("#source_policy_id").prop("required",true);
             $("#source_policy_id").prop("required", true);
+            if(value == 2){
+                $("#source_policy_id").closest('.form-group').show();
+            }
 
             // Check if the asterisk doesn't already exist, then add it
             let $label = $("#source_policy_id")
@@ -608,6 +625,49 @@
         }
 
         leadTypeBsedHideAndShow(value, true)
+
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $('#exixting_client').prop('checked', false);
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+        $('#client_type').removeClass('readonly-select');
+        $('#entity_type_id').removeClass('readonly-select');
+        $("#client_name").prop('readonly', false);
+        $("#client_short_name").prop('readonly', false);
+
+        // Renewal fields
+        $("#client_id").prop("selectedIndex", 0);
+        $("#client_branch_id").prop("selectedIndex", 0);
+        $("#source_policy_id").empty();
+        $('#source_policy_id').append($('<option>', {
+                value: "", 
+                text: "Select a Policy"
+        }));
+        $("#pan").val("");
+
+        $('#policy_type_id_1').prop("selectedIndex", 0)
+        $('#insurer_1').prop("selectedIndex", 0)
+        $('#tpa_1').prop("selectedIndex", 0);
+        $('#policy_start_date').val("");
+        $('#policy_end_date').val("");
+        $("#appendArea_1").empty();
+
     })
 
     function leadTypeBsedHideAndShow(value, resetValues = false) {
@@ -648,6 +708,8 @@
 
             }
 
+            $('#exixting_client').removeAttr('required');
+
         } else {
 
             $('.btnDiv').hide();
@@ -665,9 +727,10 @@
 
             if (value == 3) {
                 $("#source_policy_id").removeAttr("required");
-                $("#source_policy_start_date").removeAttr("required");
-                $("#source_policy_end_date").removeAttr("required");
+                $('#source_policy_id').closest('.form-group').hide();
 
+            }else if(value == 2){
+                $('#source_policy_id').closest('.form-group').show();
             }
 
             $('.proposed_div').show().find('select, input').attr('required', 'required');
@@ -879,9 +942,15 @@
 
     function appendThreeYearsClaims() {
 
-        let claimsFields = `
+        let claimsFields = `${!document.querySelector('#claim_history') ?   `<div class="custom-control custom-switch">
+            <input type="checkbox" onchange="claimHistoryToggle()" class="custom-control-input" id="claim_history" name="claim_history" checked />
+            <label class="custom-control-label" for="claim_history">Claims History</label>
+        </div><br>`: ``}`
 
-            <div class="row claim-row">
+        claimsFields += `
+        
+
+            <div id = "claimHistoryRow" class="row claim-row">
 
                 <div class="form-group col-md-2">
                     <label for="first_year_${increment}">Year<span class="text-danger">*</span></label>
@@ -990,4 +1059,77 @@
         return jsonString;
     }
 
+    function claimHistoryToggle() {
+        cliam_history_status = $("#claim_history").prop("checked") ? 1 : 0;
+        // alert(cliam_history_status);
+        if (cliam_history_status == 1) {
+            if ($(".claim-row").length > 0) {
+            // Rows already exist, just show them
+            $(".claim-row").show();
+            } else {
+                // No rows yet, so create them
+                appendThreeYearsClaims();
+            }
+        } else {
+
+            $(".claim-row").hide();
+        }
+
+    }
+
+    $('#exixting_client').change(function () {
+
+        $('#contact_person_summary').empty();
+        $('#contact_person_summary').append($('<option>', {
+                value: "", 
+                text: "Select a Contact"
+        }));
+
+        $("#gst").val("");
+        $("#pan").val("");
+        $("#branch_name").val("");
+        $("#branch_code").val("");
+        $("#contact_person_name").val("");
+        $("#contact_person_mobile").val("");
+        $("#contact_person_email").val("");
+
+
+        // Fresh fields
+        $("#client_type").prop("selectedIndex", 0);
+        $("#entity_type_id").prop("selectedIndex", 0);
+        $("#client_name").val("");
+        $("#client_short_name").val("");
+
+        // Renewal fields
+        $("#client_id").prop("selectedIndex", 0);
+        $("#client_branch_id").prop("selectedIndex", 0);
+
+        if ($(this).is(':checked')) {
+            $('#client_id').closest('.form-group').show();
+            $('#client_branch_id').closest('.form-group').show();
+
+            $('#client_type').addClass('readonly-select');
+            $('#entity_type_id').addClass('readonly-select');
+
+            $("#client_name").prop('readonly', true);
+            $("#client_short_name").prop('readonly', true);
+
+            $("#client_id").prop("required", true);
+            $("#client_branch_id").prop("required", true);
+
+        } else {
+            $('#client_id').closest('.form-group').hide();
+            $('#client_branch_id').closest('.form-group').hide();
+
+            $('#client_type').removeClass('readonly-select');
+            $('#entity_type_id').removeClass('readonly-select');
+
+            $("#client_name").prop('readonly', false);
+            $("#client_short_name").prop('readonly', false);
+
+            $("#client_id").prop("required", false);
+            $("#client_branch_id").prop("required", false);
+        }
+    });
+
 </script>

app/Views/newClientModal.php

@@ -241,10 +241,14 @@
                             }));
 
                             setTimeout(function(){
+                                
                                 $('#client_branch_id').val(res.branch_id).change();
+                                $('.loader').fadeOut();
+                                $('.loader-mask').delay(350).fadeOut('slow');
+
                             }, 1000)
                             
-                        }, 2000)
+                        }, 3000)
 
                     }else{
 

app/Views/policyRegisterModel.php

@@ -744,23 +744,23 @@
             <div class = "row">
                 <div class="form-group col-md-4  multi_location_company">
                     <label for="building_${increment2}">Building</label>
-                    <input type="number" id="building_${increment2}" name="building[]" class="form-control multi_location_company " />
+                    <input type="text" id="building_${increment2}" name="building[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)" />
                 </div>
                 <div class="form-group  col-md-4 multi_location_company ">
                     <label for="content_${increment2}">Content</label>
-                    <input type="number" id="content_${increment2}" name="content[]" class="form-control multi_location_company " />
+                    <input type="text" id="content_${increment2}" name="content[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)" />
                 </div>
                 <div class="form-group col-md-4 multi_location_company ">
                     <label for="furniture_${increment2}">Furniture/Office Equipment</label>
-                    <input type="number" id="furniture_${increment2}" name="furniture[]" class="form-control multi_location_company " />
+                    <input type="text" id="furniture_${increment2}" name="furniture[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)" />
                 </div>
                 <div class="form-group col-md-4 multi_location_company ">
                     <label for="plantAndMachinery_${increment2}">Plant and Machinery</label>
-                    <input type="number" id="plantAndMachinery_${increment2}" name="plant_and_machinery[]" class="form-control multi_location_company " />
+                    <input type="text" id="plantAndMachinery_${increment2}" name="plant_and_machinery[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)" />
                 </div>
                 <div class="form-group col-md-4  multi_location_company">
                     <label for="electricalFittings_${increment2}">Electrical Fittings</label>
-                    <input type="number" id="electricalFittings_${increment2}" name="electrical_fittings[]" class="form-control multi_location_company "/>
+                    <input type="text" id="electricalFittings_${increment2}" name="electrical_fittings[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)"/>
                 </div>
                 </div>
                 <br>
@@ -769,15 +769,15 @@
                 <div class = "row">
                     <div class="form-group col-md-4  multi_location_company">
                         <label for="stockInProcess_${increment2}">Stock In Process</label>
-                        <input type="number" id="stockInProcess_${increment2}" name="stock_in_process[]" class="form-control multi_location_company" />
+                        <input type="text" id="stockInProcess_${increment2}" name="stock_in_process[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)" />
                     </div>
                     <div class="form-group col-md-4  multi_location_company">
                         <label for="rawMaterial_${increment2}">Raw Material</label>
-                        <input type="number" id="rawMaterial_${increment2}" name="raw_material[]" class="form-control multi_location_company" />
+                        <input type="text" id="rawMaterial_${increment2}" name="raw_material[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)" />
                     </div>
                     <div class="form-group col-md-4  multi_location_company">
                         <label for="finishedStock_${increment2}">Stock</label>
-                        <input type="number" id="finishedStock_${increment2}" name="finished_stock[]" class="form-control multi_location_company"/>
+                        <input type="text" id="finishedStock_${increment2}" name="finished_stock[]" class="form-control multi_location_company" onkeypress="return onlyNumbers(event)"/>
                     </div>
                 </div>
                 <hr>
@@ -1229,6 +1229,7 @@
         changeTerrorism(Number($("#policySI").val()));
         $('.loader').fadeOut();
         $('.loader-mask').delay(350).fadeOut('slow');
+        saveRFQ();
         // console.log("Updated policy data in localStorage:", existingData);
     }
 
@@ -1659,4 +1660,10 @@
     //         }
     //     });
     // }
+    function onlyNumbers(event) {
+        var charcode;
+        charcode = event.which || event.keyCode;
+        if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
+        return false;
+    }
 </script>

app/Views/policy_gmc_terms.php

@@ -169,11 +169,11 @@
                                             style="width: 35%;;" type="number" name="self_max_age" id="self_max_age"
                                             onchange="lowerIsEighteen(this)"></div>
                                 </td>
-                                <td style="width: 11%;"><span class="self-age"
+                                <!-- <td style="width: 11%;"><span class="self-age"
                                         style="margin-right: 20px;font-size: 12px;">Is Payable by employee:</span></td>
                                 <td style="width: 11%;"><input class="self-age" type="checkbox"
                                         style="margin-right: 70px;" name="is_payable_employee_for_self"
-                                        id="is_payable_employee_for_self"> </td>
+                                        id="is_payable_employee_for_self"> </td> -->
                             </tr>
                             <tr>
                                 <td></td>
@@ -202,11 +202,11 @@
                                             style="width: 35%;;" type="number" name="spouse_max_age" id="spouse_max_age"
                                             onchange="lowerIsEighteen(this)"></div>
                                 </td>
-                                <td style="width: 11%;"><span class="spouse-age"
+                                <!-- <td style="width: 11%;"><span class="spouse-age"
                                         style="margin-right: 20px;font-size: 12px;">Is Payable by employee:</span></td>
                                 <td style="width: 11%;"><input class="spouse-age" type="checkbox"
                                         style="margin-right: 70px;" name="is_payable_employee_for_spouse"
-                                        id="is_payable_employee_for_spouse"> </td>
+                                        id="is_payable_employee_for_spouse"> </td> -->
                             </tr>
                             <tr>
                                 <td></td>
@@ -241,11 +241,11 @@
                                             style="width: 35%;;" type="number" name="child_max_age" id="child_max_age"
                                             oninput="this.value = this.value.replace(/\D/g, '').substring(0, 2)"></div>
                                 </td>
-                                <td style="width: 11%;"><span class="child-age"
+                                <!-- <td style="width: 11%;"><span class="child-age"
                                         style="margin-right: 20px;font-size: 12px;">Is Payable by employee:</span></td>
                                 <td style="width: 11%;"><input class="child-age" type="checkbox"
                                         style="margin-right: 70px;" name="is_payable_employee_for_child"
-                                        id="is_payable_employee_for_child"> </td>
+                                        id="is_payable_employee_for_child"> </td> -->
                             </tr>
                             <tr>
                                 <td></td>
@@ -304,12 +304,12 @@
                                                 name="other_member_max_age" id="other_member_max_age"
                                                 onchange="lowerIsEighteen(this)"></div>
                                     </td>
-                                    <td style="width: 11%;"><span class="other-member-age"
+                                    <!-- <td style="width: 11%;"><span class="other-member-age"
                                             style="margin-right: 20px;font-size: 12px;">Is Payable by employee:</span>
                                     </td>
                                     <td style="width: 11%;"><input class="other-member-age" type="checkbox"
                                             style="margin-right: 70px;" name="is_payable_employee_for_elders"
-                                            id="is_payable_employee_for_elders"> </td>
+                                            id="is_payable_employee_for_elders"> </td> -->
                                 </tr>
                             </tbody>
                         </table>
@@ -1373,46 +1373,46 @@
                                 $('#other_member_max_age').val(jsonObject[key].elders.max);
                             }
 
-                            if (key.includes("is_payable_employee")) {
+                            // if (key.includes("is_payable_employee")) {
 
-                                if (jsonObject[key]) {
+                            //     if (jsonObject[key]) {
 
-                                    if (jsonObject[key].self == 0) {
-                                        $('#is_payable_employee_for_self').prop('checked',
-                                            false);
-                                    } else {
-                                        $('#is_payable_employee_for_self').prop('checked',
-                                            true);
-                                    }
+                            //         if (jsonObject[key].self == 0) {
+                            //             $('#is_payable_employee_for_self').prop('checked',
+                            //                 false);
+                            //         } else {
+                            //             $('#is_payable_employee_for_self').prop('checked',
+                            //                 true);
+                            //         }
 
-                                    if (jsonObject[key].spouse == 0) {
-                                        $('#is_payable_employee_for_spouse').prop('checked',
-                                            false);
-                                    } else {
-                                        $('#is_payable_employee_for_spouse').prop('checked',
-                                            true);
-                                    }
+                            //         if (jsonObject[key].spouse == 0) {
+                            //             $('#is_payable_employee_for_spouse').prop('checked',
+                            //                 false);
+                            //         } else {
+                            //             $('#is_payable_employee_for_spouse').prop('checked',
+                            //                 true);
+                            //         }
 
-                                    if (jsonObject[key].childern == 0) {
-                                        $('#is_payable_employee_for_child').prop('checked',
-                                            false);
-                                    } else {
-                                        $('#is_payable_employee_for_child').prop('checked',
-                                            true);
-                                    }
+                            //         if (jsonObject[key].childern == 0) {
+                            //             $('#is_payable_employee_for_child').prop('checked',
+                            //                 false);
+                            //         } else {
+                            //             $('#is_payable_employee_for_child').prop('checked',
+                            //                 true);
+                            //         }
 
-                                    if (jsonObject[key].elders == 0) {
-                                        $('#is_payable_employee_for_elders').prop('checked',
-                                            false);
-                                    } else {
-                                        $('#is_payable_employee_for_elders').prop('checked',
-                                            true);
-                                    }
+                            //         // if (jsonObject[key].elders == 0) {
+                            //         //     $('#is_payable_employee_for_elders').prop('checked',
+                            //         //         false);
+                            //         // } else {
+                            //         //     $('#is_payable_employee_for_elders').prop('checked',
+                            //         //         true);
+                            //         // }
 
 
-                                }
+                            //     }
 
-                            }
+                            // }
 
                             if (key.includes("enrollment_display_key") && key != "") {
 

app/Views/policy_grid.php

@@ -108,6 +108,7 @@
                                             onchange="addGridHTML(this)" required>
                                         </select>
                                     </div>
+                                    <input type="hidden" id="hidden_unit" />
 
                                     <div class="form-group col-md-6"
                                         style="position: relative; left: 45px; display:none" id="premium_type">
@@ -385,6 +386,14 @@ $('body').on('click', '.btnPolicyModel', function()
                 // console.log('rack rate responce.premium data', res.premiumData)
                 // console.log('rack rate responce.premium data parsed', JSON.parse(res.premiumData));
                
+                branch_units = JSON.parse(res.branch_units) ?? [];
+
+                if (branch_units && branch_units.length == 1) {
+
+                    $("#hidden_unit").val(branch_units[0]);
+                    console.log('unit', branch_units[0]);
+                    $("#gpa_unit1").val(branch_units[0]);
+                }
                 var data_for_the_rack_rate =  JSON.parse(res.premiumData) ?? [];
                 var groupedData = groupByRackRateName(data_for_the_rack_rate) ?? [];
                 rarc_rate_json_array.push(res.jsonArray);
@@ -673,8 +682,12 @@ $('#grid').change(function()
 
        if(unit_length == 1 || unit_length == 0){
 
-        $('.unitDiv').hide();
-        $('.unitDiv').find('input').removeAttr('required');
+        // $('.unitDiv').hide();
+        // $('.unitDiv').find('input').removeAttr('required');
+        setTimeout(() => {
+            $('.unitDiv').hide();
+            $('.unitDiv input').removeAttr('required');
+        }, 1000); // Run after DOM updates
     }else{
         $('.unitDiv').show();
         $('.unitDiv').find('input').attr('required', true);
@@ -734,6 +747,9 @@ function addGridHTML(event = false, data = false, ui_type = false, si_or_bp = fa
 
     var id_var = 'grid_';
 
+    var default_unit = $('#hidden_unit').val();
+
+
     var dataIdValue = ''
     if (event === false) {
         var dataIdValue = ui_type
@@ -801,14 +817,14 @@ function addGridHTML(event = false, data = false, ui_type = false, si_or_bp = fa
 
                 <div id="si_or_bp_sum_insure" class="form-row">
 
-                    <div class="form-row col-md-4" style="margin-left: 346px; margin-top: -114px;">
-                        <label for="mobile">Premium Multiplier<span class="text-danger">*</span></label>
+                    <div class="form-row col-md-4" style="margin-left: 381px; margin-top: -114px;">
+                        <label for="mobile" style = "margin-bottom: -10px;margin-top: 17px;">Premium Multiplier<span class="text-danger">*</span></label>
                         <input value="${data !== false && data !== undefined && data !== '' ? (data.si_or_bp == '1' ? data.multiplier : '') : ''}" type="text" class="form-control" placeholder="Multiplier" name="gpa_sum_multiplier" id="gpa_sum_multiplier" onchange="gpaSumInsureMultiplier(this)" required>
                     </div>
                     <div class="form-row" style="width:101%;padding: 10px;" id="removeChild_${Count}">
                         <div class="form-group col-md-3 unitDiv">
                             <label for="mobile">Units<span class="text-danger">*</span></label>
-                            <input value="${data !== false && data !== undefined && data !== '' ? (data.si_or_bp == '1' ? data.unit : '') : ''}" type="text" class="form-control" placeholder="Enter Unit" name="gpa_unit_1[]" id="gpa_unit1" required>
+                            <input value="${data !== false && data !== undefined && data !== '' ? (data.si_or_bp == '1' ? data.unit : default_unit) : default_unit}" type="text" class="form-control" placeholder="Enter Unit" name="gpa_unit_1[]" id="gpa_unit1" required>
                         </div>
                         <div class="form-group col-md-3" id="">
                             <label for="mobile">Sum Insured<span class="text-danger">*</span></label>
@@ -1341,8 +1357,13 @@ function addGridHTML(event = false, data = false, ui_type = false, si_or_bp = fa
     }
 
     if(unit_length == 1 || unit_length == 0){
-        $('.unitDiv').hide();
-        $('.unitDiv').find('input').removeAttr('required');
+        // alert("Hello World");
+        // $('.unitDiv').hide();
+        // $('.unitDiv').find('input').removeAttr('required');
+        setTimeout(() => {
+            $('.unitDiv').hide();
+            $('.unitDiv input').removeAttr('required');
+        }, 1000); // Run after DOM updates
     }else{
         $('.unitDiv').show();
         $('.unitDiv').find('input').attr('required', true);
@@ -1399,7 +1420,7 @@ function appendGridtHtml(ui_type = false, secondary = false, data = false)
             html = `<div class="form-row gpa_sum_insure_remove" style="width:101%" id="removeChild_${Count}"> 
                             <div class="form-group col-md-3 unitDiv">
                                 <label for="mobile">Units<span class="text-danger">*</span></label>
-                                <input value="${data !== false && data !== undefined && data !== '' ? data.unit : ''}"}" type="text" class="form-control" placeholder="Enter Unit" name="gpa_unit_1[]" id="gpa_unit1" required>
+                                <input value="${data !== false && data !== undefined && data !== default_unit ? data.unit : default_unit}"}" type="text" class="form-control" placeholder="Enter Unit" name="gpa_unit_1[]" id="gpa_unit1" required>
                             </div>
                             <div class="form-group col-md-3" id="">
                                 <label for="mobile">Sum Insured<span class="text-danger">*</span></label>
@@ -1840,8 +1861,12 @@ function appendGridtHtml(ui_type = false, secondary = false, data = false)
     // Count++
 
        if(unit_length == 1 || unit_length == 0){
-            $('.unitDiv').hide();
-            $('.unitDiv').find('input').removeAttr('required');
+            // $('.unitDiv').hide();
+            // $('.unitDiv').find('input').removeAttr('required');
+            setTimeout(() => {
+                $('.unitDiv').hide();
+                $('.unitDiv input').removeAttr('required');
+            }, 1000); // Run after DOM updates
        }else{
             $('.unitDiv').show();
             $('.unitDiv').find('input').attr('required', true);
@@ -2770,7 +2795,7 @@ function si_orbp_change_function()
         $('#gpa_sum_multiplier').attr('required', true);
         $('#gpa_sum_si').attr('required', true);
         $('#gpa_sum_premium').attr('required', true);
-        $('#gpa_unit1').attr('required', true);
+        $('#gpa_unit1').attr('required', false);
 
         var gridContentInput = $('#grid_content_input');
 
@@ -3936,8 +3961,12 @@ function appendFourthAndSixthRackRate(data = null, uniqueId = null)
     grid_container.insertAdjacentHTML('beforeend', grid_html);
 
     if(unit_length == 1 || unit_length == 0){
-        $('.unitDiv').hide();
-        $('.unitDiv').find('input').removeAttr('required');
+        // $('.unitDiv').hide();
+        // $('.unitDiv').find('input').removeAttr('required');
+        setTimeout(() => {
+            $('.unitDiv').hide();
+            $('.unitDiv input').removeAttr('required');
+        }, 1000); // Run after DOM updates
     }else{
         $('.unitDiv').show();
         $('.unitDiv').find('input').attr('required', true);

app/Views/policy_transaction_endorsement_form.php

@@ -121,8 +121,8 @@
                         <input type="hidden" name="cd_ac_no" id="cd_ac_no">
                         <input type="hidden" name="cd_ac_pk" id="cd_ac_pk">
                         <input type="hidden" name="ct_type" id="ct_type">
-                        <input type="hidden" name="" id="bro_payable_by">
-                        <input type="hidden" name="" id="cop_yes">
+                        <input type="hidden" name="bro_payable_by" id="bro_payable_by">
+                        <input type="hidden" name="cop_yes" id="cop_yes">
 
 
                         <!-- Client Row -->
@@ -560,7 +560,10 @@ $(document).ready(function(){
         if(policyListByClient != '') {
             // console.log(branch_list[client_id]);
             let data = policyListByClient[client_id];
+            if (data) {
             appendPolicies(data);
+
+            }
         }
 
     })

app/Views/policy_transaction_endorsement_list.php

@@ -445,10 +445,11 @@ document.addEventListener("DOMContentLoaded", function () {
 </script>
 <script>
 
-    var client_list = ''; // local variable for storing the client branch list
-    var branch_list = ''; // local variable for storing the client branch list
-    var policy_list = ''; // local variable for storing the client policy list
-    var policyListByClient = ''; // local variable for storing the client policy list
+    var client_list = ''; 
+    var branch_list = ''; 
+    var policy_list = <?= json_encode($endorsementPolicies) ?>; 
+    // console.log("POLICY List",policy_list);
+    var policyListByClient = <?= json_encode($endorsementPolicyListByClient) ?>; 
     var branch_policy = '';
     var unit_list = '';
 
@@ -607,8 +608,8 @@ document.addEventListener("DOMContentLoaded", function () {
                 
                 if(res.status == true){
                     branch_list = res.branch_data;
-                    policy_list = res.policy_data;
-                    policyListByClient = res.policyListByClient;
+                    // policy_list = res.policy_data;
+                    // policyListByClient = res.policyListByClient;
                     client_list = res.client_data;
                     unit_list = res.unit_data;
                     appendClients(res.client_data);
@@ -674,6 +675,10 @@ document.addEventListener("DOMContentLoaded", function () {
 
     function appendPolicies(data) 
     {
+        if (!data) {
+
+            toastr.warning("There are no policies in Inception for the selected client and branch.");
+        }
         console.log('appendPolicies', data);
         console.log('appendPolicies', $('#client_policy_id'));
         

app/Views/policy_transaction_inception_form.php

@@ -1675,11 +1675,12 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#is_cd_reduce_from_bds').prop('disabled',false)
                 }
 
-                if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
-                    $('#hide_file_upload').show();
-                }else{
-                    $('#hide_file_upload').hide();
-                }
+                // if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
+                //     $('#hide_file_upload').show();
+                // }else{
+                //     $('#hide_file_upload').hide();
+                // }
+                $('#hide_file_upload').show();
 
                 if (res.data.master_policy_type_id) {
                     $('#policy_type_id').val(res.data.master_policy_type_id).change();
@@ -3234,12 +3235,11 @@ $("#inception_form_id").submit(function(event) {
                 $('#policy_tranction_primarykey_for_file_upload').val(res.pt_id);
                 $('#client_policy_id_for_file_upload').val(res.data.client_policy_id);
 
-                if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
-                    $('#hide_file_upload').show();
-                }else{
-                    $('#hide_file_upload').hide();
-                }
-
+                //if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
+                  //  $('#hide_file_upload').show();
+                //}else{
+                  //  $('#hide_file_upload').hide();
+                //}
                 $('#client_id_for_vehicle_file_upload').val(res.data.client_id);
                 $('#vehicle_id_for_file_upload').val(res.data.vehicle_id);
 

app/Views/rfq/claims_details_non_eb.php

@@ -1,6 +1,14 @@
 <?php if(isset($lead_edit_data)) { 
     $claims = !empty($lead_edit_data['fin_years_claims_array']) ? $lead_edit_data['fin_years_claims_array'] : [ ['year' => '', 'claim_amount' => '', 'status' => '', 'claim_type' => '', 'cause_of_death' => '', 'death_date' => ''] ];
-    foreach ($claims as $key => $value) { ?>
+    ?>
+    <div class="custom-control custom-switch">
+        <input type="checkbox" onchange="claimHistoryToggle()" class="custom-control-input" id="claim_history" name="claim_history" <?= $lead_edit_data['claim_history'] == 1 ? "checked" : "" ?> />
+        <label class="custom-control-label" for="claim_history">Claims History</label>
+    </div><br>
+    <?php
+
+    if ($lead_edit_data['claim_history'] == 1) {
+     foreach ($claims as $key => $value) { ?>
 
         <div class="row claim-row">
             <div class="form-group col-md-2">
@@ -51,5 +59,5 @@
             </div>
         </div>
 
-<?php } ?>
+<?php } } ?>
 <?php } ?>

app/Views/rfq/gmc.php

@@ -1,4 +1,6 @@
-   <?php $increment = isset($lead_edit_data) ? "_1" : '';  ?>
+
+
+    <?php $increment = isset($lead_edit_data) ? "" : '';  ?>
    <hr>
 
    <div class="form-row renewalCalculation">
@@ -6,71 +8,87 @@
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="incurred_claim_date">Incurred Claim Date<span class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['incurred_claims_date']) ? $lead_edit_data['incurred_claims_date'] : '' ?>" type="text" class="form-control incurred_claim" id="incurred_claim_date<?= $increment  ?>"
-               name="incurred_claim_date[]" placeholder="Enter DOE">
+               name="incurred_claim_date[]" placeholder="Enter DOE" oninput="calculatePolicyMetrics(this)">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="paid_claims">Paid Claims<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['paid_claims']) ? $lead_edit_data['paid_claims'] : '' ?>" type="text" class="form-control" id="paid_claims<?= $increment  ?>" name="paid_claims[]"
-               placeholder="Enter Paid Claims" oninput="incurredClaimSum(this)">
+               placeholder="Enter Paid Claims" oninput="calculatePolicyMetrics(this)">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="outstanding_claims">Outstanding Claims<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['outstanding_claims']) ? $lead_edit_data['outstanding_claims'] : '' ?>" type="text" class="form-control" id="outstanding_claims<?= $increment  ?>" name="outstanding_claims[]"
-               placeholder="Enter Outstanding Claims" oninput="incurredClaimSum(this)">
+               placeholder="Enter Outstanding Claims" oninput="calculatePolicyMetrics(this)">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="incurred_claims">Incurred Claim<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['incurred_claims']) ? $lead_edit_data['incurred_claims'] : '' ?>" type="text" class="form-control" id="incurred_claims<?= $increment  ?>" name="incurred_claims[]"
-               placeholder="Enter Incurred Claim" oninput="incurredClaimSum(this)">
+               placeholder="Enter Incurred Claim" oninput="calculatePolicyMetrics(this)" readonly>
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="policy_run_days">Policy Run Days<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['policy_run_days']) ? $lead_edit_data['policy_run_days'] : '' ?>" type="text" class="form-control" id="policy_run_days<?= $increment  ?>" name="policy_run_days[]"
-               placeholder="Enter Policy Run Days" oninput="earnedPremiumCalc(this); incurredClaimSum(this)">
+               placeholder="Enter Policy Run Days" oninput="calculatePolicyMetrics(this)" readonly>
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="premium_at_inception">Premium Paid at Inception<span
                    class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['premium_at_inception']) ? $lead_edit_data['premium_at_inception'] : '' ?>" type="text" class="form-control" id="premium_at_inception<?= $increment  ?>" name="premium_at_inception[]"
-               placeholder="Enter Premium Paid" oninput="earnedPremiumCalc(this)">
+               placeholder="Enter Premium Paid" oninput="calculatePolicyMetrics(this)">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="premium_date">Premium as on Date<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['premium_date']) ? $lead_edit_data['premium_date'] : '' ?>" type="text" class="form-control" id="premium_date<?= $increment  ?>" name="premium_date[]"
-               placeholder="Enter Premium Date" oninput="incurredClaimSum(this); earnedPremiumCalc(this)">
+               placeholder="Enter Premium Date" oninput="calculatePolicyMetrics(this)">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="earned_premium">Earned Premium<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['earned_premium']) ? $lead_edit_data['earned_premium'] : '' ?>" type="text" class="form-control" id="earned_premium<?= $increment  ?>" name="earned_premium[]"
-               placeholder="Enter Earned Premium" oninput="incurredClaimSum(this)">
+               placeholder="Enter Earned Premium" oninput="calculatePolicyMetrics(this)" readonly>
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="annualised_claims">Annualised Claims<span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['annualised_claims']) ? $lead_edit_data['annualised_claims'] : '' ?>" type="text" class="form-control" id="annualised_claims<?= $increment  ?>" name="annualised_claims[]"
-               placeholder="Enter Annualised Claims" oninput="incurredClaimSum(this)">
+               placeholder="Enter Annualised Claims" oninput="calculatePolicyMetrics(this)" readonly>
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
-           <label for="incurred_claims_ratio">Incurred Claims Ratio<span
+           <label for="incurred_claims_ratio">Incurred Claims Ratio(%) <span
                    class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['incurred_claims_ratio']) ? $lead_edit_data['incurred_claims_ratio'] : '' ?>" type="text" class="form-control" id="incurred_claims_ratio<?= $increment  ?>"
-               name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio">
+               name="incurred_claims_ratio[]" placeholder="Enter Incurred Claims Ratio" readonly>
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
-           <label for="earned_claims_ratio">Earned Claims Ratio<span class="text-danger">*</span></label>
+           <label for="earned_claims_ratio">Earned Claims Ratio(%) <span class="text-danger">*</span></label>
            <input value="<?= isset($lead_edit_data['earned_claims_ratio']) ? $lead_edit_data['earned_claims_ratio'] : '' ?>" type="text" class="form-control" id="earned_claims_ratio<?= $increment  ?>" name="earned_claims_ratio[]"
-               placeholder="Enter Earned Claims Ratio">
+               placeholder="Enter Earned Claims Ratio" readonly>
        </div>
 
+      <div class="form-group col-md-3 renewalFields" style="display: none;">
+        <span class="info-icon-wrapper">
+            <i class="fa fa-info-circle text-primary"></i>
+            <div class="info-tooltip">
+                <strong>Formulas:</strong><br>
+                1. Incurred Claims = Paid Claims + Outstanding Claims<br>
+                2. Policy Run Days = Incurred Claim Date - Policy Start Date + 1<br>
+                3. Earned Premium = (Premium as on Date / 365) × 364<br>
+                4. Annualised Claims = (Incurred Claims / Policy Run Days) × 365<br>
+                5. Incurred Claim Ratio = Annualised Claims / Premium as on Date<br>
+                6. Earned Claims Ratio = Annualised Claims / Earned Premium
+            </div>
+        </span>
+    </div>
+
+       
        <!-- <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="location">Location <span class="text-danger">*</span></label>
            <input value="<?php //echo isset($lead_edit_data['location']) ? $lead_edit_data['location'] : '' ?>" type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location">
@@ -114,46 +132,69 @@
 
        <div class="form-group col-md-3">
            <label for="incept_emp_count" class="emp_title"> No of Employees at Inception <span
-                   class="text-danger">*</span></label>
+                   class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['incept_emp_count']) ? $lead_edit_data['incept_emp_count'] : '' ?>" type="text" class="form-control" id="incept_emp_count" name="incept_emp_count[]"
                placeholder="Enter Lives" required oninput="calculateTotalLives(this)">
        </div>
 
        <div class="form-group col-md-3">
            <label for="incept_dept_count" class="depnd_title"> No of Dependents at Inception <span
-                   class="text-danger">*</span></label>
+                   class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['incept_dept_count']) ? $lead_edit_data['incept_dept_count'] : '' ?>" type="text" class="form-control" id="incept_dept_count" name="incept_dept_count[]"
                placeholder="Enter Lives" required oninput="calculateTotalLives(this)">
        </div>
 
        <div class="form-group col-md-3">
            <label for="incept_no_of_lives" class="total_title"> Total Lives at Inception <span
-                   class="text-danger">*</span></label>
+                   class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['incept_no_of_lives']) ? $lead_edit_data['incept_no_of_lives'] : '' ?>" type="text" class="form-control" id="incept_no_of_lives" name="incept_no_of_lives[]"
                placeholder="Enter Lives" required>
        </div>
 
    </div>
 
+   <div class="form-row">
+
+       <div class="form-group col-md-3 renewalFields" style="display: none;">
+           <label for="exp_emp_count"> No of Employees at Expiry <span class="text-danger"></span></label>
+           <input value="<?= isset($lead_edit_data['exp_emp_count']) ? $lead_edit_data['exp_emp_count'] : '' ?>" type="text" class="form-control" id="exp_emp_count" name="exp_emp_count[]"
+               placeholder="Enter Lives">
+       </div>
+
+       <div class="form-group col-md-3 renewalFields" style="display: none;">
+           <label for="exp_dept_count"> No of Dependents at Expiry <span
+                   class="text-danger"></span></label>
+           <input value="<?= isset($lead_edit_data['exp_dept_count']) ? $lead_edit_data['exp_dept_count'] : '' ?>" type="text" class="form-control" id="exp_dept_count" name="exp_dept_count[]"
+               placeholder="Enter Lives">
+       </div>
+
+       <div class="form-group col-md-3 renewalFields" style="display: none;">
+           <label for="exp_no_of_lives"> Total Lives at Expiry <span class="text-danger"></span></label>
+           <input value="<?= isset($lead_edit_data['exp_no_of_lives']) ? $lead_edit_data['exp_no_of_lives'] : '' ?>" type="text" class="form-control" id="exp_no_of_lives" name="exp_no_of_lives[]"
+               placeholder="Enter Lives">
+       </div>
+
+   </div>
+
    <div class="form-row">
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="renewal_emp_count"> No of Employees at Renewal <span
-                   class="text-danger">*</span></label>
+                   class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['renewal_emp_count']) ? $lead_edit_data['renewal_emp_count'] : '' ?>" type="text" class="form-control" id="renewal_emp_count" name="renewal_emp_count[]"
                placeholder="Enter Lives">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="renewal_dept_count"> No of Dependents at Renewal <span
-                   class="text-danger">*</span></label>
+                   class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['renewal_dept_count']) ? $lead_edit_data['renewal_dept_count'] : '' ?>" type="text" class="form-control" id="renewal_dept_count" name="renewal_dept_count[]"
                placeholder="Enter Lives">
        </div>
 
        <div class="form-group col-md-3 renewalFields" style="display: none;">
            <label for="renewal_no_of_lives"> Total Lives at Renewal <span
-                   class="text-danger">*</span></label>
+                   class="text-danger"></span></label>
            <input value="<?= isset($lead_edit_data['renewal_no_of_lives']) ? $lead_edit_data['renewal_no_of_lives'] : '' ?>" type="text" class="form-control" id="renewal_no_of_lives" name="renewal_no_of_lives[]"
                placeholder="Enter Lives">
        </div>
@@ -162,25 +203,3 @@
 
    </div>
 
-   <div class="form-row">
-
-       <div class="form-group col-md-3 renewalFields" style="display: none;">
-           <label for="exp_emp_count"> No of Employees at Expiry <span class="text-danger">*</span></label>
-           <input value="<?= isset($lead_edit_data['exp_emp_count']) ? $lead_edit_data['exp_emp_count'] : '' ?>" type="text" class="form-control" id="exp_emp_count" name="exp_emp_count[]"
-               placeholder="Enter Lives">
-       </div>
-
-       <div class="form-group col-md-3 renewalFields" style="display: none;">
-           <label for="exp_dept_count"> No of Dependents at Expiry <span
-                   class="text-danger">*</span></label>
-           <input value="<?= isset($lead_edit_data['exp_dept_count']) ? $lead_edit_data['exp_dept_count'] : '' ?>" type="text" class="form-control" id="exp_dept_count" name="exp_dept_count[]"
-               placeholder="Enter Lives">
-       </div>
-
-       <div class="form-group col-md-3 renewalFields" style="display: none;">
-           <label for="exp_no_of_lives"> Total Lives at Expiry <span class="text-danger">*</span></label>
-           <input value="<?= isset($lead_edit_data['exp_no_of_lives']) ? $lead_edit_data['exp_no_of_lives'] : '' ?>" type="text" class="form-control" id="exp_no_of_lives" name="exp_no_of_lives[]"
-               placeholder="Enter Lives">
-       </div>
-
-   </div>

app/Views/ticket_form_gmc.php

@@ -102,7 +102,7 @@
                                     name="policy_no" placeholder="Policy Number">
                             </div>
                             <div class="form-group col-md-3">
-                                <label for="tpa_id">TPA ID <span class="text-danger"></span></label>
+                                <label for="tpa_no">TPA ID <span class="text-danger"></span></label>
                                 <input type="text" class="form-control" id="tpa_no" placeholder="Enter TPA ID"
                                     value="<?= isset($ticket_data['tpa_no']) ? $ticket_data['tpa_no'] : '' ?>"
                                     name="tpa_no">
@@ -145,7 +145,7 @@
                                 <div class="form-group">
                                     <label>Policy <span class="text-danger">*</span></label>
                                     <select id="emp_client_policy" name="client_policy_id"
-                                        class="form-control custom-select" required onchange="setMinDateDOA(this.value)">
+                                        class="form-control custom-select" required onchange="setMinDateDOA(this.value); setInsurerAndTPAData(this)">
                                         <?php if (!empty($ticket_data['client_policy_id'])) { ?>
                                             <option value="<?= $ticket_data['client_policy_id'] ?>"><?= $ticket_data['client_policy_id_text'] ?></option>
                                         <?php } else { ?>
@@ -156,7 +156,7 @@
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="tpa_id">TPA <span class="text-danger"></span></label>
+                                <label for="tpa_name">TPA <span class="text-danger"></span></label>
                                 <input type=hidden id="tpa_id" name="tpa_id" value="<?= isset($ticket_data['tpa_id']) ? $ticket_data['tpa_id'] : '' ?>">
                                 <input type=text class="form-control" id="tpa_name" placeholder="TPA" value="<?= isset($ticket_data['tpa_name']) ? $ticket_data['tpa_name'] : '' ?>" readonly>
                             </div>
@@ -1048,7 +1048,11 @@
             if (ticket_type == 1 && item.policy_type_id != 1) {
                 $('#emp_client_policy').append($('<option>', {
                     value: item.client_policy_value,
-                    text: item.client_policy_name
+                    text: item.client_policy_name, 
+                    'data-insurerid' : item.insurer_id ?? "",
+                    'data-tpaid' : item.tpa_id ?? "",
+                    'data-insurername' : item.insurer_name ?? "",
+                    'data-tpaname' : item.tpa_name ?? "",
                 }));
                 $("#policy_no").val("");
                 if (policyCount == 1) {
@@ -1139,6 +1143,26 @@
             }
         });
     }
+
+    function setInsurerAndTPAData(input) {
+        let selectedOption = $(input).find('option:selected');
+
+        let insurer_id = selectedOption.data('insurerid');
+        let insurer_name = selectedOption.data('insurername');
+        let tap_name = selectedOption.data('tpaname');
+        let tap_id = selectedOption.data('tpaid');
+
+        console.log('Insurer ID:', insurer_id);
+        console.log('Insurer Name:', insurer_name);
+        console.log('TPA Name:', tap_name);
+        console.log('TPA ID:', tap_id);
+
+        $('#insurer_id').val(insurer_id);
+        $('#insurer_name').val(insurer_name);
+        $('#tpa_id').val(tap_id);
+        $('#tpa_name').val(tap_name);
+    }
+
 </script>
 <script>
     $("#infoIcon").click(function() {

app/Views/ticket_form_gpa.php

@@ -111,7 +111,7 @@
                                 <div class="form-group">
                                     <label>Policy <span class="text-danger">*</span></label>
                                     <select id="emp_client_policy" name="client_policy_id"
-                                        class="form-control custom-select" required onchange="setDateValidation(this.value,true)" 
+                                        class="form-control custom-select" required onchange="setDateValidation(this.value,true); setInsurerAndTPAData(this)" 
                                         <?= isset($ticket_data['client_policy_id'])?" class = 'readonly-select'":'' ?>
                                         >
                                         <?php if (!empty($ticket_data['client_policy_id'])) { ?>
@@ -705,7 +705,11 @@
             if (ticket_type != 1 && item.policy_type_id != 2) {
                 $('#emp_client_policy').append($('<option>', {
                     value: item.client_policy_value,
-                    text: item.client_policy_name
+                    text: item.client_policy_name,
+                    'data-insurerid' : item.insurer_id ?? "",
+                    'data-tpaid' : item.tpa_id ?? "",
+                    'data-insurername' : item.insurer_name ?? "",
+                    'data-tpaname' : item.tpa_name ?? "",
                 }));
                 console.log("policy count from loop","");
                 $("#policy_no").val("");
@@ -813,6 +817,25 @@
         });
     }
 
+    function setInsurerAndTPAData(input) {
+        let selectedOption = $(input).find('option:selected');
+
+        let insurer_id = selectedOption.data('insurerid');
+        let insurer_name = selectedOption.data('insurername');
+        let tap_name = selectedOption.data('tpaname');
+        let tap_id = selectedOption.data('tpaid');
+
+        console.log('Insurer ID:', insurer_id);
+        console.log('Insurer Name:', insurer_name);
+        console.log('TPA Name:', tap_name);
+        console.log('TPA ID:', tap_id);
+
+        $('#insurer_id').val(insurer_id);
+        $('#tpa_id').val(tap_id);
+        $('#insurer_name').val(insurer_name);
+        $('#tpa_name').val(tap_name);
+    }
+
     // function setMinDateDOA(policy_id) {
     //     console.log("Function set min date called ");
     //     console.log("Existing DOA instance: ", doa);

app/Views/ticket_form_handler.php

@@ -582,7 +582,7 @@ if (!isset($view_ticket_page)) {
                 // if (response.data.emp_id == null || response.data.emp_id == ''){
                     unSetClientPolicy();
                 // }
-                setClientAndInsurerData(response.data);
+                setClientAndInsurerData(response.data, true);
                 setClientBranchPolicy(response.data.emp_id, searchType ?? null, response.data.policy_id ?? null);
                 appendACMS(response.acms)
 
@@ -742,12 +742,15 @@ if (!isset($view_ticket_page)) {
 
     }
 
-    function setClientAndInsurerData(data) {
+    function setClientAndInsurerData(data, insurer_data = false) {
+
+        if(insurer_data == false){
+            $('#insurer_id').val(data.insurer_id);
+            $('#insurer_name').val(data.insurer_name);
+            $('#tpa_id').val(data.tpa_id);
+            $('#tpa_name').val(data.tpa_name);
+        }
 
-        $('#insurer_id').val(data.insurer_id);
-        $('#insurer_name').val(data.insurer_name);
-        $('#tpa_id').val(data.tpa_id);
-        $('#tpa_name').val(data.tpa_name);
         $('#client_id').val(data.client_id);
         $('#client_name').val(data.client_name);
 

app/Views/view_rfq.php

@@ -2560,6 +2560,15 @@ function popInsurerInArray(proposal_name, insurerName) {
 
 function changeInsurer(event) {
 
+    console.log('change insure event', event);  
+    
+    let proposal_name = getParentHeaderTh(event);
+    console.log('proposel Name', proposal_name)
+
+    if(proposal_name == null || proposal_name == ""){
+        toastr.warning("Could not change the insurer", "WARNING")
+        return;
+    }
 
     // let newInsurerName = prompt("Enter New insurer name:");
     const insurers = <?= json_encode($insurer); ?>;
@@ -2577,77 +2586,164 @@ function changeInsurer(event) {
         console.log('newInsurerName', newInsurerName)
         console.log('newversion', newversion)
 
-        if (newInsurerName) {
+        const closestTh = event.target.closest('th');
+        let oldInsurerName = closestTh.innerText.split('⋮')[0].trim();
+        console.log(oldInsurerName + ' - ' + newInsurerName);
 
-            const closestTh = event.target.closest('th');
-            let oldInsurerName = closestTh.innerText.split('⋮')[0].trim();
-            let subThIndex = closestTh.cellIndex;
-            console.log(oldInsurerName + ' - ' + newInsurerName);
-            // Iterate over child nodes to find the text node containing "Myname"
-            closestTh.childNodes.forEach(node => {
-                if (node.nodeType === Node.TEXT_NODE && node.textContent.includes(oldInsurerName)) {
-                    // Replace the old name with the new name
-                    node.textContent = node.textContent.replace(oldInsurerName, newInsurerName);
+
+        if (!checkExistingInsurer(proposal_name, newInsurerName) && oldInsurerName != newInsurerName) {
+
+            Swal.fire({
+                title: "Insurer Dublicate Found?",
+                text: "Do you want version control!",
+                icon: "warning",
+                showCancelButton: true,
+                confirmButtonColor: "#3085d6",
+                cancelButtonColor: "#d33",
+                confirmButtonText: "Yes, Procced!"
+            }).then((result) => {
+                if (result.isConfirmed) {
+
+                    let modifiedInsurerName = constructInsurerNameWithVersion(proposal_name, newInsurerName);
+                    console.log('modifiedInsurerName', modifiedInsurerName);
+                    changeInsurerData(event, modifiedInsurerName, dataId)
+
+                }else{
+                    return false;
                 }
             });
-            //find parent th index then it's text content
-
-
-            // Get the sub TH from the second header row
-            const table = document.getElementById('rfqTable');
-            const headerRows = table.querySelectorAll('thead tr');
-            const subTh = headerRows[1].children[subThIndex];
-
-            let accumulatedColspan = 0;
-            let parentTh = null;
-            const firstHeaderRow = headerRows[0];
-            // Find the parent TH for the specified sub TH index
-            for (let i = 0; i < firstHeaderRow.children.length; i++) {
-                const currentParentTh = firstHeaderRow.children[i];
-                const currentColspan = parseInt(currentParentTh.getAttribute('colspan')) || 1;
-
-                accumulatedColspan += currentColspan;
-
-                if (subThIndex < accumulatedColspan) {
-                    parentTh = currentParentTh;
-                    break;
-                }
-            }
-
-            changeInsurerForPremiumTable(event, newInsurerName, subThIndex)
-
-            let proposal_name = parentTh.innerText.split('⋮')[0].trim();
-
-            if (over_all_column_data[proposal_name]) {
-                // let tempInsurerList = over_all_column_data[proposal_name].insurers;
-                // console.log(tempInsurerList);
-                // if(!tempInsurerList.length) { return true; }
-                //replace the old insurer  with the new insuren in global array
-                over_all_column_data[proposal_name].insurers.forEach(item => {
-                    if (item.display_name === oldInsurerName) {
-                        item.display_name = newInsurerName; // Replace with new name
-                        item.ins_name = newInsurerName.split('-')[0].trim(); // Replace with new name
-                        item.id = dataId
-                    }
-                });
-                // console.log(tempInsurerList);
-                // over_all_column_data[proposal_name].insurers = tempInsurerList;
-                console.log('insurer name replaced in golbal variable');
-                console.log(over_all_column_data[proposal_name].insurers);
-                // over_all_column_data[proposal_name].insurers = tempInsurerList 
-
-                isFormDataModified = true; // if any value changeing in the table to set true
-
-                return;
-            }
-
-            console.log('insurer name not replaced in golbal variable');
-
 
+        }else{
+            changeInsurerData(event, newInsurerName)
         }
+
+        
     });
 }
 
+function changeInsurerData(event, newInsurerName, dataId){
+
+    if (newInsurerName) {
+
+        const closestTh = event.target.closest('th');
+        let oldInsurerName = closestTh.innerText.split('⋮')[0].trim();
+        let subThIndex = closestTh.cellIndex;
+        console.log(oldInsurerName + ' - ' + newInsurerName);
+        // Iterate over child nodes to find the text node containing "Myname"
+        closestTh.childNodes.forEach(node => {
+            if (node.nodeType === Node.TEXT_NODE && node.textContent.includes(oldInsurerName)) {
+                // Replace the old name with the new name
+                node.textContent = node.textContent.replace(oldInsurerName, newInsurerName);
+            }
+        });
+        //find parent th index then it's text content
+
+
+        // Get the sub TH from the second header row
+        const table = document.getElementById('rfqTable');
+        const headerRows = table.querySelectorAll('thead tr');
+        const subTh = headerRows[1].children[subThIndex];
+
+        let accumulatedColspan = 0;
+        let parentTh = null;
+        const firstHeaderRow = headerRows[0];
+        // Find the parent TH for the specified sub TH index
+        for (let i = 0; i < firstHeaderRow.children.length; i++) {
+            const currentParentTh = firstHeaderRow.children[i];
+            const currentColspan = parseInt(currentParentTh.getAttribute('colspan')) || 1;
+
+            accumulatedColspan += currentColspan;
+
+            if (subThIndex < accumulatedColspan) {
+                parentTh = currentParentTh;
+                break;
+            }
+        }
+
+        changeInsurerForPremiumTable(event, newInsurerName, subThIndex)
+
+        let proposal_name = parentTh.innerText.split('⋮')[0].trim();
+
+        if (over_all_column_data[proposal_name]) {
+            // let tempInsurerList = over_all_column_data[proposal_name].insurers;
+            // console.log(tempInsurerList);
+            // if(!tempInsurerList.length) { return true; }
+            //replace the old insurer  with the new insuren in global array
+            over_all_column_data[proposal_name].insurers.forEach(item => {
+                if (item.display_name === oldInsurerName) {
+                    item.display_name = newInsurerName; // Replace with new name
+                    item.ins_name = newInsurerName.split('-')[0].trim(); // Replace with new name
+                    item.id = dataId
+                }
+            });
+            // console.log(tempInsurerList);
+            // over_all_column_data[proposal_name].insurers = tempInsurerList;
+            console.log('insurer name replaced in golbal variable');
+            console.log(over_all_column_data[proposal_name].insurers);
+            // over_all_column_data[proposal_name].insurers = tempInsurerList 
+
+            isFormDataModified = true; // if any value changeing in the table to set true
+
+            return;
+        }
+
+        console.log('insurer name not replaced in golbal variable');
+
+
+    }else{
+        toastr.warning("Could not change the insurer", "WARNING")
+        return;
+    }
+}
+
+function getParentHeaderTh(event) {
+
+    const currentTh = event.target.closest('th');
+    if (!currentTh) return;
+
+    const colIndex = currentTh.cellIndex;
+
+    // Get all header rows
+    const thead = currentTh.closest('thead');
+    const headerRows = thead.querySelectorAll('tr');
+
+    if (headerRows.length < 2) return; // need at least 2 header rows
+
+    const secondRowThs = headerRows[1].querySelectorAll('th');
+    const firstRowThs = headerRows[0].querySelectorAll('th');
+
+    // Step 1: Find actual column span index of clicked th in 2nd row
+    let actualColIndex = 0;
+    for (let i = 0; i < secondRowThs.length; i++) {
+        const th = secondRowThs[i];
+        const colspan = parseInt(th.getAttribute('colspan')) || 1;
+
+        if (th === currentTh) break;
+
+        actualColIndex += colspan;
+    }
+
+    // Step 2: Match it with first row <th>s
+    let colSpanCounter = 0;
+    for (let i = 0; i < firstRowThs.length; i++) {
+        const th = firstRowThs[i];
+        const colspan = parseInt(th.getAttribute('colspan')) || 1;
+
+        if (actualColIndex >= colSpanCounter && actualColIndex < colSpanCounter + colspan) {
+            let proposelName = th.innerText.split('⋮')[0].trim();
+            console.log("Parent TH Proposel innerText:", proposelName);
+            console.log("Parent TH Proposel textContent:", th.textContent.trim());
+            return proposelName;
+        }
+
+        colSpanCounter += colspan;
+    }
+
+    console.log("Parent header not found");
+    return null;
+}
+
+
 function changeState(event) {
 
     console.log('changeState Function called')

app/Views/view_rfq_non_eb.php

@@ -2408,6 +2408,11 @@
         // alert(policy.quote_asked[0]);
         // var policySI = policies[]
         policySI = rfq_count == 0 && !tdChanged ? policy.quote_asked[0] : (changedNewSI) != "" && changedNewSI != 0? changedNewSI : policy.quote_asked[0];
+        // alert(policySI)
+        if (policySI == "-" || policySI == 0 || policySI == undefined){
+            toastr.warning("Please Enter the Sum Insured in the RFQ First","Warning");
+            return;
+        }
         console.log("policy si",policySI,"rfq ount ",rfq_count,"tdchanged ",tdChanged,"changedNewSI",changedNewSI);
         $("#policyName").val(policyName);
         $("#policySI").val(policySI);

tests/unit/ExcelMergeHelperTest.php

@@ -10,9 +10,9 @@ class ExcelMergeHelperTest extends TestCase
     {
         // Use the paths you provided
         $filePaths = [            
-            ['file_path' =>WRITEPATH.'uploads/lead_files/Member_Data.xlsx','sheets'  => []],
+            ['file_path' =>'/home/venba/Downloads/RFQ_qw_Office Package_20250326112828.xlsx','sheets'  => []],
 
-            ['file_path' =>WRITEPATH.'/tmp/RFQ_ABC_GMC_20241220140640.xlsx','sheets' => []],
+            ['file_path' =>'/home/venba/Downloads/RFQ_qw_Office Package_20250326112828 (copy).xlsx','sheets' => []],
 
             // ['file_path' =>'/home/venba/Downloads/Employee_data.xlsx','sheets' => []],
         ];