CHANGE_Post_app_having_pre_branch_id - VADIVEL J 2025-09-10

app/Config/Autoload.php

@@ -101,6 +101,6 @@ class Autoload extends AutoloadConfig
      * @phpstan-var list<string>
      */
     public $helpers = ['uuid','session','utility', 'form', 'url', 'oauth', 'fileupload',
-    'excel_import_export', 'file', 'drive','ExcelSanitizeHelper', 'api_helper','exception'
+    'excel_import_export', 'file', 'drive','ExcelSanitizeHelper', 'api_helper','exception','sms_helper'
 ];
 }

app/Config/Routes.php

@@ -90,11 +90,13 @@ $routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
 $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
 
     $routes->get("list", "ClientController::index");
+    $routes->get("type/(:any)", "ClientController::type/$1");
     $routes->get("create", "ClientController::clientOnboarding");
     $routes->get('deposit/(:num)', 'ClientController::deposit/$1');
     $routes->get('remove/(:num)', 'ClientController::removeClient/$1');
     $routes->get("list/(:any)", "ClientController::editClientOnboarding/$1");
     $routes->post('wipe', 'ClientController::wipeDemoClient');
+    $routes->get("typeList/(:any)", "ClientController::typeList/$1");
 
     // application/config/routes.php
 
@@ -388,6 +390,10 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get("download_claim_dump_file/(:any)", "TicketController::downloadClaimDumpFile/$1");
     $routes->post('uploadMultiFileFromRfq', 'LeadsController::uploadMultiFileFromRfq');
     $routes->get('downloadMemberFile/(:any)', 'LeadsController::downloadMemberFile/$1');
+    $routes->get('downloadFullMemberDataExcelErrorFile/(:any)', 'LeadsController::downloadFullMemberDataExcelErrorFile/$1');
+    $routes->get('getMemberDataExcelFileErrors', 'LeadsController::getMemberDataExcelFileErrors');
+    $routes->post('savePlacementDataAndValidateMemberDataFile', 'LeadsController::savePlacementDataAndValidateMemberDataFile');
+    $routes->get('checkMemberDataFileValidationStatus', 'LeadsController::checkMemberDataFileValidationStatus');
 });
 
 $routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
@@ -701,6 +707,8 @@ $routes->group('test', function($routes) {
     $routes->get('exportexcel', 'TestingController::exportExcel');
     $routes->post('saverfq', 'TestingController::saverfq');
     $routes->get('mapping_client_id_and_branch_id','TestingController::mapping_client_id_and_branch_id');
+    $routes->get('membervalidation', 'TestingController::membervalidation');
+    $routes->get('generateExcel', 'TestingController::generateExcel');
 });
 $routes->cli('cli/testcli', 'TestingController::testcli');
 

app/Controllers/Chatbot/EcardDownloadConversation.php

@@ -14,11 +14,63 @@ class EcardDownloadConversation extends Conversation
     public function run()
     {
         $this->bot->types();
-        sleep(0.5);
+        // sleep(0.5);
         $this->showEcardMenu();
     }
 
-    protected function showEcardMenu()
+   protected function showEcardMenu()
+{
+// Log entry for debugging
+log_message('error', 'showEcardMenu function called');
+
+
+// Get chat session and policies
+$chat_session_info = get_chatbot_session_info();
+$policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
+
+// If policies found, build an HTML list of links (and raw URLs as fallback)
+if (is_array($policy_list) && count($policy_list)) {
+    $parts = [];
+    foreach ($policy_list as $policy) {
+        // Resolve rand string (defensive)
+        $randString = '';
+        if (isset($policy['rand_string']) && $policy['rand_string'] !== '') {
+            $randString = $policy['rand_string'];
+        } elseif (isset($policy['rand']) && $policy['rand'] !== '') {
+            $randString = $policy['rand'];
+        } elseif (isset($policy['emp_policy_id'])) {
+            // As a last resort, use emp_policy_id (not ideal but prevents broken links)
+            $randString = $policy['emp_policy_id'];
+        }
+
+        // Build link; make sure base_url produces correct path
+        $link = base_url('/download-e-card/' . $randString . '/1');
+
+        // Escape policy name to avoid HTML injection
+        $safeName = isset($policy['policy_name']) ? htmlspecialchars($policy['policy_name'], ENT_QUOTES, 'UTF-8') : 'Policy';
+
+        // Add to parts; include anchor and raw URL fallback
+        $parts[] = "🔹 <a href=\"{$link}\" target=\"_blank\">{$safeName}</a><br>";
+    }
+
+    $message = "Choose a policy to download (click the policy name below):<br><br>" . implode('<br><br>', $parts);
+    log_message('error', 'Ecard links displayed: ' . json_encode(array_column($policy_list, 'policy_name')));
+    $this->say($message);
+} else {
+    log_message('error', 'No policies found for ecard download');
+    $this->say('No policy found.');
+}
+
+// After showing links, move to confirmation conversation (Do you want to continue?)
+// This keeps the UX identical to previous flow where we asked the user if they want to continue.
+$this->bot->startConversation(new doYouWantToContinueConversation());
+
+
+}
+
+
+
+    protected function showEcardMenuOLD()
     {
         log_message('error', ('showEcardMenu function called'));
 
@@ -27,17 +79,13 @@ class EcardDownloadConversation extends Conversation
         $buttons = [];
         
         $question = 'Choose Policy to Download Ecard:';
-        // log_message('error', ('policy_list : ' . json_encode($policy_list)));
+        log_message('error', ('policy_list : ' . json_encode($policy_list)));
 
         if(is_array($policy_list) && count($policy_list))
         {
             foreach($policy_list as $policy)
             {
-                // $question = Question::create("Choose Policy to Download Ecard:")
+    
-                //             ->addButtons([
-                //                 Button::create("🔹 $policy['policy_name']")->value("$policy['emp_policy_id']"),
-                //                 Button::create("◀️ Go Back")->value("go_back"),
-                //             ]);
                 $this->buttonsData[$policy['emp_policy_id'].'#'.$policy['rand_string']] = ['response_text' => "🔹 {$policy['policy_name']}"] ;
                  $buttons[] = Button::create("{$policy['policy_name']}")->value($policy['emp_policy_id'].'#'.$policy['rand_string']);
             }
@@ -63,10 +111,9 @@ class EcardDownloadConversation extends Conversation
                 case is_string($answer->getValue()) && is_array(explode('#',$answer->getValue())) &&  count((explode('#',$answer->getValue()))) == 2:
                     
                     $link = base_url().'/download-e-card/' . explode('#',$answer->getValue())[1].'/1';
-                    $this->say('Click here to downlad: <a href="'.$link.'" target="_blank">Ecard</a>');
+                    log_message('error',  $link);
-
+                    $this->say('Click here to downlad: <a href="'.$link.'" target="_blank">GMC</a><br>Click here to downlad: <a href="'.$link.'" target="_blank">GMC Parent</a>');
                     $this->bot->startConversation(new doYouWantToContinueConversation()); // ✅ Restart the 
-
                     break;
                 
                 default:
@@ -76,4 +123,7 @@ class EcardDownloadConversation extends Conversation
             }
         });
     }
+
+   
+
 }

app/Controllers/Chatbot/MainMenuConversation.php

@@ -23,7 +23,7 @@ class MainMenuConversation extends Conversation
     {
         $this->bot->userStorage()->delete();
         $this->bot->types(); // Typing indicator for the first message
-        sleep(0.5); // Delay
+        // sleep(0.5); // Delay
         $this->showMainMenu();
     }
 

app/Controllers/Chatbot/NetworkHospitalConversation.php

@@ -16,11 +16,11 @@ class NetworkHospitalConversation extends Conversation
     public function run()
     {
          $this->bot->types(); // Typing indicator for the first message
-           sleep(0.5); // Delay
+           // sleep(0.5); // Delay
         $this->showHospitalMenu();
     }
 
-    protected function showHospitalMenu()
+    protected function showHospitalMenuOLD()
     {
        $chat_session_info = get_chatbot_session_info();
        $policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
@@ -92,4 +92,54 @@ class NetworkHospitalConversation extends Conversation
         });
     }
 
+    protected function showHospitalMenu()
+{
+log_message('error', 'showHospitalMenu function called');
+
+
+// Get chat session and policies
+$chat_session_info = get_chatbot_session_info();
+$policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
+
+if (is_array($policy_list) && count($policy_list)) {
+    $parts = [];
+    foreach ($policy_list as $policy) {
+        // Resolve rand string (defensive)
+        $randString = '';
+        if (isset($policy['rand_string']) && $policy['rand_string'] !== '') {
+            $randString = $policy['rand_string'];
+        } elseif (isset($policy['rand']) && $policy['rand'] !== '') {
+            $randString = $policy['rand'];
+        } elseif (isset($policy['emp_policy_id'])) {
+            $randString = $policy['emp_policy_id'];
+        }
+
+        $emp_policy_id = isset($policy['emp_policy_id']) ? $policy['emp_policy_id'] : '';
+        $hospital_link = ChatbotHelper::getHospitalLink($emp_policy_id);
+
+        $safeName = isset($policy['policy_name']) ? htmlspecialchars($policy['policy_name'], ENT_QUOTES, 'UTF-8') : 'Policy';
+
+        if ($hospital_link) {
+            $parts[] = "🔹 <a href=\"{$hospital_link}\" target=\"_blank\">{$safeName}</a><br>";
+        } else {
+            $parts[] = "🔹 {$safeName} — No Data found, please contact support team";
+        }
+
+        log_message('error', 'Hospital link for policy ' . $emp_policy_id . ': ' . $hospital_link);
+    }
+
+    $message = "Access hospital details for your policies below:<br><br>" . implode('<br><br>', $parts);
+    $this->say($message);
+} else {
+    log_message('error', 'No policies found for hospital menu');
+    $this->say('No policy found.');
+}
+
+// After showing links, move to confirmation conversation
+$this->bot->startConversation(new doYouWantToContinueConversation());
+
+
+}
+
+
 }

app/Controllers/ChatbotControllerNew.php

@@ -111,7 +111,7 @@ class ChatbotControllerNew extends BaseController
         log_message("error","Inside Bot Type Function");
 
            $bot->types(); // Typing indicator for the first message
-           sleep(0.1); // Delay
+           // sleep(0.5); // Delay
         });
         // Start the Main Menu when user says "hi" or "start"
         $this->botman->hears('start|hi|hello|help|help me', function (BotMan $bot) {

app/Controllers/ClientController.php

@@ -471,7 +471,7 @@ class ClientController extends AdminController
         $this->myLogger->logme('error', 'Client list function called');
         $headerData['tab_name'] = 'Client List';
         $headerData['page_name'] = 'Clients'; // Both Browser Tab name And Page name are same. 
-        $data['clientList'] = $this->clientModel->getCreatedByUserName();
+        $data['clientList'] = $this->clientModel->getCreatedByUserName(1); // passing client_type 
         $data['client_rm'] = $this->clientRMModel->getAllClientRM();
         $data['lead_data'] = $this->leadsModel->getLeadForInsertClientList();
 
@@ -484,6 +484,29 @@ class ClientController extends AdminController
         // $this->loadLayout('client_onboarding', $data);
     }
 
+    
+    public function typeList($id = null)
+    {
+        try {
+            $data = $this->clientModel->getCreatedByUserName($id); // passing client_type 
+            if (empty($data)) {
+                return $this->response
+                    ->setJSON(['status' => 'error', 'message' => 'No Records found'])
+                    ->setStatusCode(404);
+            }
+
+            return $this->response
+                ->setJSON(['status' => 'success', 'data' => $data])
+                ->setStatusCode(200);
+
+        } catch (\Throwable $e) {
+            return $this->response
+                ->setJSON(['status' => 'error', 'message' => $e->getMessage()])
+                ->setStatusCode(500);
+        }
+    }
+
+
     public function updateEmpAndPolicyStatus()
     {
 

app/Controllers/ICICILombardController.php

@@ -67,24 +67,57 @@ class ICICILombardController extends AdminController
 
 
         //Prepare body data
-        $db = \Config\Database::connect();
+        // $db = \Config\Database::connect();
-        $data = $db->table('employee_polices ep')
+        // $data = $db->table('employee_polices ep')
-                    ->select('cp.policy_no as policyNumber, cp.cd_ac_no as CDBGAccountNumber,
+        //             ->select('cp.policy_no as policyNumber, cp.cd_ac_no as CDBGAccountNumber,
-                            e.id,e.emp_code as MemberEmpId, e.doj as DOJ, e.name as InsuredName, e.dob as DOB, e.relationship as Relationship,
+        //                     e.id,e.emp_code as MemberEmpId, e.doj as DOJ, e.name as InsuredName, e.dob as DOB, e.relationship as Relationship,
-                            e.gender as Gender, ep.date_coverage as DOC,ep.basic_cover_si as SumInsured, e.email_corporate as EmailId
+        //                     e.gender as Gender, ep.date_coverage as DOC,ep.basic_cover_si as SumInsured, e.email_corporate as EmailId
-                            ')
+        //                     ')
-                    ->join('employees e', 'e.id = ep.employee_id')
+        //             ->join('employees e', 'e.id = ep.employee_id')
-                    ->join('client_policy cp', 'ep.client_policy_id = cp.id')
+        //             ->join('client_policy cp', 'ep.client_policy_id = cp.id')
-                    ->where('ep.client_policy_id', $policy_id)
+        //             ->where('ep.client_policy_id', $policy_id)
-                    ->where('ep.status', 'active')
+        //             ->where('ep.status', 'active')
-                    ->where('ep.is_active', 1)
+        //             ->where('ep.is_active', 1)
-                    // ->where('ep.uhid', null)
+        //             // ->where('ep.uhid', null)
-                    ->get()
+        //             ->get()
-                    ->getResultArray();
+        //             ->getResultArray();
     
-        $body = $this->formatPolicyData($data);       
+        // $body = $this->formatPolicyData($data);       
         // dd($body); 
 
+
+          $body = [
+            "PolicyNumber" => "4016/A/O/53130557/00/000",
+            "CDBGAccountNumber" => "CD-MUM-0026",
+            "CorrelationId" => "550e8400-e29b-41d4-a716-446655440010",
+            "MemberDetails" => [
+                [
+                    "MemberEmpId" => "EMPID3625557",
+                    "DOJ" => "21-MAR-2019",
+                    "InsuredName" => "Kumar",
+                    "DOB" => "7-JUL-1983",
+                    "Relationship" => "SELF",
+                    "Gender" => "MALE",
+                    "DOC" => "05-SEP-2025",
+                    "SumInsured" => "400000",
+                    "EmailId" => "KUMAR@GMAIL.COM",
+                    "FlagStatus" => "A"
+                ],
+                [
+                    "MemberEmpId" => "EMPID3625557",
+                    "DOJ" => "21-MAR-2019",
+                    "InsuredName" => "Saranya",
+                    "DOB" => "8-AUG-1970",
+                    "Relationship" => "MOTHER",
+                    "Gender" => "FEMALE",
+                    "DOC" => "05-SEP-2025",
+                    "SumInsured" => "400000",
+                    "EmailId" => "Saranya@GMAIL.COM",
+                    "FlagStatus" => "A"
+                ],
+            ]
+        ];
+
         $response = call_third_party_api($url, 'POST', $headers, $body, true); // true = raw body mode
         //  print_rr(json_encode($response));die();
         return $this->response->setJSON($response);
@@ -115,9 +148,9 @@ class ICICILombardController extends AdminController
         // dd($headers);
 
          $body = [
-            "PolicyNumber" => "4016/A/O/53077718/00/000",
+            "PolicyNumber" => "4016/A/O/53130557/00/000",
-            "BatchId" => "3646145",
+            "BatchId" => "3658147",
-            "CorrelationId" => "550e8400-e29b-41d4-a716-446655440001"
+            "CorrelationId" => "550e8400-e29b-41d4-a716-446655440010"
         ];
 
         $response = call_third_party_api($url, 'POST', $headers, $body, true);

app/Controllers/JobWorker.php

@@ -167,6 +167,10 @@ class JobWorker extends AdminController
         'type' => 'CC', // Handler Category
         'handler' => 'App\Controllers\EmployeeMultiEventServiceController',
     ],
+    'memberDataListExcelFileFormatValidation' => [
+        'type' => 'CC', // Handler Category
+        'handler' => 'App\Controllers\LeadsController',
+    ],
 ];
 
     

app/Controllers/RestAuthenticationController.php

@@ -79,10 +79,6 @@ class RestAuthenticationController extends AdminController
 
 
 
-
-
-
-
     public function verifyEmployeeWithMobileNumber()
     {   
         log_message('error', '  ');
@@ -93,6 +89,7 @@ class RestAuthenticationController extends AdminController
 
         try {
             $mobile_number = $this->request->getJSON()->mobile_number;
+            $otp = $this->request->getJSON()->otp;
             $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - verifyEmployeeWithMobileNumber: Received mobile_number = " . $mobile_number);
           
 
@@ -112,12 +109,49 @@ class RestAuthenticationController extends AdminController
         
             if (isset($employeeData['employee_id'])) 
             {
-                $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - verifyEmployeeWithMobileNumber: Employee found: employee_id = " . $employeeData['employee_id']);
+                $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - verifyEmployeeWithMobileNumber: Employee verified with ID = " . $employeeData['employee_id']);
                 log_message('error', '  ');
-                log_message('error', ' ************************************* POST END **************************************** ');
+                log_message('error', '************************ POST END ********************************');
-                log_message('error', '  ');
+
-                $result = ['user_verification' => true ,'message' => "Verified Successfully"];
+               
-                return $this->respond(['status' => 'success','code' => 200,'data' => $result],200);
+                $sql = "
+                    UPDATE employees
+                    INNER JOIN employee_polices ON employee_polices.employee_id = employees.id
+                    SET employees.otp = ?
+                    WHERE employees.id = ?
+                    AND employees.relationship = 'self'
+                    AND employees.is_active = 1
+                    AND employee_polices.is_active = 1
+                    AND employee_polices.status IN ('active')
+                ";
+
+                $db = db_connect();
+                $update = $db->query($sql, [$otp, $employeeData['employee_id']]);
+
+                $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - verifyEmployeeWithMobileNumber: OTP update query executed. SQL = " . $db->getLastQuery());
+
+                if($update)
+                {
+                    //send sms 
+                    $SMSResult = sendOtpSms($mobile_number, $otp);
+                    if ($SMSResult['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' => "SMS sending failed , try again"];
+                        return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
+                    }
+
+                }else{
+
+                    $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - verifyEmployeeWithMobileNumber: OTP update query Failed. SQL = " . $db->getLastQuery());
+
+                    $result = ['user_verification' => false, 'message' => "Try again. , try again"];
+                    return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
+
+                }
+
             } else {
                 $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - verifyEmployeeWithMobileNumber: No matching employee found");
                 log_message('error', '  ');
@@ -148,6 +182,7 @@ class RestAuthenticationController extends AdminController
         try {
 
             $email = $this->request->getJSON()->email;
+            $otp = $this->request->getJSON()->otp;
             $client_id = $this->request->getJSON()->client_id ?? null;
 
 
@@ -181,11 +216,6 @@ class RestAuthenticationController extends AdminController
 
             if (isset($employeeData['employee_id'])) {
 
-                $otp = random_int(100000, 999999);
-
-                // $update  = $this->employeeModel->where('email_corporate', $email)->where('relationship', 'Self')
-                //     ->where('is_active', 1)->set(array('otp' => $otp))
-                //     ->update();
 
                 $builder = $this->employeeModel
                     ->where('email_corporate', $email)
@@ -265,24 +295,23 @@ class RestAuthenticationController extends AdminController
         $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - updateEmpOTP: Received payload = " . json_encode($this->request->getJSON() ?? []));
 
         
-        $email = $this->request->getJSON()->email;
+        $email = $this->request->getJSON()->email ?? null;
+        $mobile_number = $this->request->getJSON()->mobile_number ?? null;
         $otp = $this->request->getJSON()->otp;
         $client_id = $this->request->getJSON()->client_id ?? null;
         $employee_id = $this->request->getJSON()->employee_id ?? null;
 
         $builder = $this->employeeModel
-            ->where('email_corporate', $email)
             ->where('relationship', 'Self')
             ->where('is_active', 1);
 
-        // $builder = $this->employeeModel
+        if (!empty($email)) {
-        //     ->join('employee_polices EP', 'EP.employee_id = employees.id', 'inner')
+            $builder->where('email_corporate', $email);
-        //     ->where('employees.email_corporate', $email)
+        }
-        //     ->where('employees.relationship', 'Self')
+
-        //     ->where('employees.is_active', 1)
+        if (!empty($mobile_number)) {
-        //     ->whereIn('employees.emp_status', ['active', 'expired'])
+            $builder->where('mobile', $mobile_number);
-        //     ->where('EP.is_active', 1)
+        }
-        //     ->whereIn('EP.status', ['active', 'expired']);
 
 
         if (!empty($client_id)) {
@@ -306,57 +335,6 @@ class RestAuthenticationController extends AdminController
 
     }
 
-    // public function updateEmpMPIN()
-    // {
-    //     $requestData = $this->request->getJSON();
-    //     print_r($requestData); die;
-    //     $mobile_number = $requestData->mobile_number ?? null;
-    //     $email_id = $requestData->email_id ?? null;
-    //     $new_mpin = $requestData->new_mpin ?? $requestData->mpin ?? null;
-    //     $old_mpin = $requestData->old_mpin ?? null;
-    //     $is_mpin_skipped = $requestData->is_mpin_skipped ?? null;
-    //     $is_biometric_enabled = $requestData->is_biometric_enabled ?? null;
-
-    //     if (!$new_mpin) {
-    //         return $this->response->setJSON(['status' => false, 'message' => 'MPIN is required.']);
-    //     }
-
-    //     $query = $this->employeeModel->where('relationship', 'self');
-
-    //     if ($mobile_number) {
-    //         $query->where('mobile', $mobile_number);
-    //     } elseif ($email_id) {
-    //         $query->where('email_corporate', $email_id);
-    //     } else {
-    //         return $this->response->setJSON(['status' => false, 'message' => 'Mobile number or Email ID is required.']);
-    //     }
-
-    //     if (!empty($old_mpin)) {
-    //         $query->where('mpin', $old_mpin);
-    //     }
-
-    //     // Fetch employee data
-    //     $employeeData = $query->first();
-
-    //     if (!$employeeData) {
-    //         return $this->response->setJSON(['status' => false, 'message' => 'Employee not found or invalid MPIN.']);
-    //     }
-
-    //     if(!empty($is_mpin_skipped) && !empty($is_biometric_enabled)){
-    //         $mpin_data_to_updata = [
-    //             'mpin' => $new_mpin,
-    //             'is_mpin_skipped' => $is_mpin_skipped,
-    //             'is_biometric_enabled' => $is_biometric_enabled
-    //         ];
-    //     }else{
-    //         $mpin_data_to_updata = ['mpin' => $new_mpin];
-    //     }
-
-    //     // Update MPIN
-    //     $updated = $this->employeeModel->update($employeeData['id'], $mpin_data_to_updata);
-
-    //     return true;
-    // }
  
     public function updateEmpMPIN()
     {
@@ -415,17 +393,11 @@ class RestAuthenticationController extends AdminController
 
         try {
            
-            $otp_verification = isset($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;
-
-            $otp = isset($this->request->getJSON()->otp) ? $this->request->getJSON()->otp : null;
             $email_id = isset($this->request->getJSON()->email_id) ? $this->request->getJSON()->email_id : null;
+            $otp = isset($this->request->getJSON()->otp) ? $this->request->getJSON()->otp : null;
             $client_id = $this->request->getJSON()->client_id ?? null;
 
-            if (isset($this->request->getJSON()->login_by_hr)) 
-            {
-                $employeeData = $this->employeeModel->where('id', $this->request->getJSON()->employee_id)->where('relationship', 'self')->where('emp_status !=', 'truncated')->where('is_active', 1)->first();
-            }else{
                 if (isset($mobile_number)) 
                 {
                     // $employeeData = $this->employeeModel->where('mobile', $mobile_number)->where('relationship', 'self')->where('emp_status !=', 'truncated')->where('is_active', 1)->first();
@@ -437,7 +409,8 @@ class RestAuthenticationController extends AdminController
                         ->where('employee_polices.is_active', 1)
                         ->whereIn('employee_polices.status', ['active', 'expired'])
                         ->where('employees.is_active', 1)
-                        ->whereIn('employees.emp_status', ['active', 'expired']);
+                        ->whereIn('employees.emp_status', ['active', 'expired'])
+                        ->where('otp', $otp);
 
                     if (!empty($client_id)) {
                         $builder->where('employees.client_id', $client_id);
@@ -464,14 +437,15 @@ class RestAuthenticationController extends AdminController
 
                     $employeeData = $builder->orderBy('employees.id', 'desc')->first();
                 }   
-            }
+            
 
             $lastQuery = $this->employeeModel->db->getLastQuery();
             $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - getVerifiedUserData: Last Executed Query: " . $lastQuery);        
             $this->myLogger->logme("error", "REST-AUTH-CONTROLLER - getVerifiedUserData: employeeData: " . json_encode($employeeData ?? []));        
 
             
-            if ($employeeData && $otp_verification == true || $employeeData && isset($this->request->getJSON()->login_by_hr) || $employeeData && isset($this->request->getJSON()->otp) ) {
+            if ($employeeData && isset($this->request->getJSON()->otp) ) 
+            {
                 $auth =  HttpRequestHelper::getRequestInfo();
                 if ($auth) {
                     $data = [
@@ -524,17 +498,43 @@ class RestAuthenticationController extends AdminController
     public function verifyHrWithMobileNumber()
     {
         try {
-            $mobile_number = $this->request->getJSON()->mobile_number;
+            $data = $this->request->getJSON();
+
+            $mobile_number = $data->mobile_number;
+            $otp = $data->otp;
 
             $HrData = $this->hrModel->where('mobile', $mobile_number)
                                     ->where('contact_type', 'client')
                                     ->where('is_active', 1)
                                     ->first();
 
+
             if ($HrData) {
                 
-                $result = ['user_verification' => true ,'message' => "Verified Successfully"];
+                    $sql = "UPDATE level_contacts SET otp = ? WHERE mobile = ? AND contact_type = 'client' AND is_active = 1";
-                return $this->respond(['status' => 'success','code' => 200,'data' => $result],200);
+
+                    $db = db_connect();
+                    $update = $db->query($sql, [$otp, $mobile_number]);
+
+                    if($update)
+                    {
+                        
+                        //send sms 
+                        $SMSResult = sendOtpSms($mobile_number, $otp);
+                        if ($SMSResult['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' => "SMS sending failed , try again"];
+                            return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
+                        }
+
+                    }else {
+                        $result = ['user_verification' => false, 'message' => "SMS sending 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);
@@ -552,6 +552,7 @@ class RestAuthenticationController extends AdminController
             $data = $this->request->getJSON();
 
             $email = $data->email;
+            $otp = $data->otp;
            
             $HrData = $this->hrModel->where('email', $email)
                                     ->where('contact_type', 'client')
@@ -560,8 +561,6 @@ class RestAuthenticationController extends AdminController
           
             if ($HrData) {
 
-                $otp = random_int(100000, 999999);
-
                 $sql = "
                         UPDATE level_contacts
                         SET otp = ?
@@ -575,7 +574,7 @@ class RestAuthenticationController extends AdminController
 
                 if($update)
                 {
-                    $data->otp = $otp; 
+                   
                    
                     $common = [
                         'login_type' => 'HR login',
@@ -612,35 +611,49 @@ class RestAuthenticationController extends AdminController
     public function updateHROTP()
     {
        
-        $email = $this->request->getJSON()->email;
+        $email = $this->request->getJSON()->email ?? null;
-        $otp = $this->request->getJSON()->otp;
+        $mobile_number = $this->request->getJSON()->mobile_number ?? null;
+        $otp = $this->request->getJSON()->otp ?? null;
 
-        $this->hrModel->where('email', $email) ->where('contact_type', 'client')
-        ->where('is_active', 1)->set(array('otp' => $otp))
-        ->update();
        
-        return true;
+
+        $builder = $this->hrModel
+            ->where('contact_type', 'client')
+            ->where('is_active', 1);
+
+        if (!empty($email)) {
+            $builder->where('email', $email);
+        } elseif (!empty($mobile_number)) {
+            $builder->where('mobile', $mobile_number);
+        }
+
+        $builder->set(['otp' => $otp])->update();
+
+        if ($this->hrModel->db->affectedRows() > 0) {
+            return true;
+        }
+
       
     }
 
+    
+
     public function getVerifiedHrData()
     {
-        // try {
+        try {
-            // mobile number 
+
-            $otp_verification = isset($this->request->getJSON()->otp_verification) ? $this->request->getJSON()->otp_verification : null;
-            $mobile_number = isset($this->request->getJSON()->mobile_no) ? $this->request->getJSON()->mobile_no : 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;
+            $mobile_number = isset($this->request->getJSON()->mobile_no) ? $this->request->getJSON()->mobile_no : null;
 
             if (isset($mobile_number)) 
             {
-                $hrData = $this->hrModel->where('mobile', $mobile_number)->where('contact_type', 'client')->first();
+                $hrData = $this->hrModel->where('mobile', $mobile_number)->where('contact_type', 'client')->where('otp', $otp)->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) ) 
+            if ($hrData) 
             {
 
                 $auth =  HttpRequestHelper::getRequestInfo();
@@ -660,23 +673,25 @@ class RestAuthenticationController extends AdminController
 
                 if(isset($this->request->getJSON()->mobile_no)){ 
 
-                    $getAllhrData = $this->hrModel->select('level_contacts.id ,level_contacts.mobile , level_contacts.email , clients.id as client_id, clients.client_name, clients.short_name , client_branch.id as client_branch_id,client_branch.branch_name, client_branch.pre_branch_id')
+                    $getAllhrData = $this->hrModel->select('level_contacts.id ,level_contacts.mobile , level_contacts.email , clients.id as client_id, clients.client_name, clients.short_name , client_branch.id as client_branch_id,client_branch.branch_name , client_branch.pre_branch_id')
                                             ->join('client_branch', 'level_contacts.ref_id = client_branch.id', 'left')
                                             ->join('clients', 'client_branch.client_id = clients.id', 'left')
                                             ->where('level_contacts.mobile', $mobile_number )
                                             ->where('level_contacts.contact_type', 'client')
                                             ->findAll();
+                    //set otp value null
+                    $this->hrModel->where('mobile', $mobile_number)->where('otp', $otp)->where('contact_type', 'client')->set(['otp'=>null])->update();
 
-                }else if(isset($this->request->getJSON()->otp)){ 
+                }else if(isset($this->request->getJSON()->email)){ 
 
+                    $getAllhrData = $this->hrModel->select('level_contacts.id ,level_contacts.mobile , level_contacts.email , clients.id as client_id, clients.client_name, clients.short_name , client_branch.id as client_branch_id,client_branch.branch_name , client_branch.pre_branch_id')
+                                            ->join('client_branch', 'level_contacts.ref_id = client_branch.id', 'left')
+                                            ->join('clients', 'client_branch.client_id = clients.id', 'left')
+                                            ->where('level_contacts.email', $email )
+                                            ->where('level_contacts.contact_type', 'client')
+                                            ->findAll();
+                    //set otp value null
                     $this->hrModel->where('email', $email)->where('otp', $otp)->where('contact_type', 'client')->set(['otp'=>null])->update();
-
-                    $getAllhrData = $this->hrModel->select('level_contacts.id ,level_contacts.mobile , level_contacts.email , clients.id as client_id, clients.client_name, clients.short_name , client_branch.id as client_branch_id,client_branch.branch_name, client_branch.pre_branch_id')
-                                        ->join('client_branch', 'level_contacts.ref_id = client_branch.id', 'left')
-                                        ->join('clients', 'client_branch.client_id = clients.id', 'left')
-                                        ->where('level_contacts.email', $email )
-                                        ->where('level_contacts.contact_type', 'client')
-                                        ->findAll();
                 }
 
                 if(count($getAllhrData))
@@ -705,29 +720,26 @@ class RestAuthenticationController extends AdminController
                         }
                        
                     }
+
+                    return $this->respond(['status' => 'success','code' => 200,'data' => $getAllhrData ],200);
+
+                }else {
+
+                    return $this->respond(['status' => 'failed','code' => 404,'data' => "" , 'message' => 'User not found' ],200);
                 }
 
-                return $this->respond(['status' => 'success','code' => 200,'data' => $getAllhrData ],200);
                
 
-                // $HRAccessData = $this->getHRAccessData( $hrData['0']['id'] , 'post_enrollment');
               
-                // if(isset($HRAccessData['allowed_modules'])){ $hrData['0']['allowed_modules'] =  json_decode($HRAccessData['allowed_modules'],true)['post']; }else{ $hrData['0']['allowed_modules'] = []; }
-
-                // $hrData['0']['token_type'] = 'post';
-                // $result = JWTToken::encode($hrData['0']);
-               
-                
-                // return $this->respond(['status' => 'success','code' => 200,'data' => $result ],200);
 
 
             } else {
 
-                return $this->respond(['status' => 'failed','code' => 404,'data' => "" ],200);
+                return $this->respond(['status' => 'failed','code' => 404,'data' => "" , 'message' => 'User not found' ],200);
             }
-        // } catch (\Exception $e) {
+        } catch (\Exception $e) {
-        //     return $this->respond(['status' => 'failed','code' => 500,'data' => $e->getMessage()],500);
+            return $this->respond(['status' => 'failed','code' => 500,'data' => $e->getMessage()],500);
-        // }
+        }
     }
 
 
@@ -1395,6 +1407,10 @@ class RestAuthenticationController extends AdminController
                 ->where('EP.is_active', 1)
                 ->whereIn('EP.status', ['active', 'expired']);
 
+            if (!empty($otp)) {
+                $builder->where('employees.otp', $otp);
+            }
+                
             if (!empty($old_mpin)) {
                 $builder->where('employees.mpin', $old_mpin);
             }

app/Controllers/TestingController.php

@@ -11,6 +11,12 @@ use CodeIgniter\API\ResponseTrait;
 use Dompdf\Dompdf;
 use Dompdf\Options;
 
+use PhpOffice\PhpSpreadsheet\Spreadsheet;
+use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
+use PhpOffice\PhpSpreadsheet\Style\Alignment;
+use PhpOffice\PhpSpreadsheet\Style\Fill;
+use PhpOffice\PhpSpreadsheet\Style\Border;
+
 class TestingController extends BaseController
 {
     use ResponseTrait;
@@ -486,4 +492,185 @@ class TestingController extends BaseController
 
         return $results;
     }
+    public function membervalidation($lead_id = 329)
+    {   
+        $lead_controll = new LeadsController();
+        // $lead_controll->getMemberDataExcelFileErrors();
+        $res = $lead_controll->memberDataListExcelFileFormatValidation(['lead_id' => $lead_id]);
+        dd($res);
+    }
+
+    private $firstNames = [
+        'Rajesh', 'Priya', 'Amit', 'Sneha', 'Vikram', 'Anjali', 'Rahul', 'Deepika',
+        'Sanjay', 'Kavita', 'Arun', 'Pooja', 'Manoj', 'Nisha', 'Suresh', 'Meera',
+        'Karthik', 'Divya', 'Ravi', 'Lakshmi', 'Anand', 'Swathi', 'Vijay', 'Rekha',
+        'Ashok', 'Sangeetha', 'Prakash', 'Uma', 'Ramesh', 'Vani', 'Kumar', 'Radha',
+        'Dinesh', 'Shanti', 'Ganesh', 'Parvati', 'Mohan', 'Sita', 'Arjun', 'Geetha'
+    ];
+
+    private $lastNames = [
+        'Kumar', 'Sharma', 'Singh', 'Patel', 'Reddy', 'Nair', 'Iyer', 'Krishnan',
+        'Rao', 'Gupta', 'Verma', 'Agarwal', 'Joshi', 'Mehta', 'Desai', 'Pillai',
+        'Menon', 'Bhat', 'Naidu', 'Varma', 'Malhotra', 'Kapoor', 'Chopra', 'Saxena',
+        'Pandey', 'Mishra', 'Tiwari', 'Dubey', 'Sinha', 'Jain', 'Shah', 'Thakur'
+    ];
+
+    private $relationships = ['Self', 'Spouse', 'Son', 'Daughter', 'Father', 'Mother'];
+    private $genders = ['M', 'F'];
+    private $domains = ['gmail.com', 'yahoo.com', 'outlook.com', 'company.com', 'example.com'];
+
+    public function generateExcel()
+    {
+        // Increase execution time and memory for large files
+        ini_set('max_execution_time', 600);
+        ini_set('memory_limit', '1024M');
+
+        $spreadsheet = new Spreadsheet();
+        $sheet = $spreadsheet->getActiveSheet();
+
+        // Define headers
+        $headers = [
+            'Sl no',
+            'Emp Code',
+            'Name',
+            'Relationship',
+            'Gender',
+            'DOB',
+            'Age',
+            'Email',
+            'Mobile',
+            'SI',
+            'SI Enhancement',
+            'Proposed Sum Insured 1',
+            'Proposed Sum Insured 2',
+            'Proposed Sum Insured 3',
+            'Proposed Sum Insured 4'
+        ];
+
+        // Set headers in row 1
+        $col = 'A';
+        foreach ($headers as $header) {
+            $sheet->setCellValue($col . '1', $header);
+            $col++;
+        }
+
+        // Style the header row
+        $headerStyle = [
+            'font' => ['bold' => true, 'color' => ['rgb' => 'FFFFFF']],
+            'fill' => ['fillType' => Fill::FILL_SOLID, 'startColor' => ['rgb' => '4472C4']],
+            'alignment' => ['horizontal' => Alignment::HORIZONTAL_CENTER, 'vertical' => Alignment::VERTICAL_CENTER],
+            'borders' => ['allBorders' => ['borderStyle' => Border::BORDER_THIN]]
+        ];
+        $sheet->getStyle('A1:O1')->applyFromArray($headerStyle);
+
+        // Generate 70,000 sample records
+        $totalRecords = 1000;
+        $batchSize = 1000;
+
+        for ($i = 1; $i <= $totalRecords; $i++) {
+            $row = $i + 1; // Start from row 2 (row 1 is header)
+            
+            $record = $this->generateSampleRecord($i);
+            
+            $sheet->setCellValue('A' . $row, $record['sl_no']);
+            $sheet->setCellValue('B' . $row, $record['emp_code']);
+            $sheet->setCellValue('C' . $row, $record['name']);
+            $sheet->setCellValue('D' . $row, $record['relationship']);
+            $sheet->setCellValue('E' . $row, $record['gender']);
+            $sheet->setCellValue('F' . $row, $record['dob']);
+            $sheet->setCellValue('G' . $row, $record['age']);
+            $sheet->setCellValue('H' . $row, $record['email']);
+            $sheet->setCellValue('I' . $row, $record['mobile']);
+            $sheet->setCellValue('J' . $row, $record['si']);
+            $sheet->setCellValue('K' . $row, $record['si_enhancement']);
+            $sheet->setCellValue('L' . $row, $record['proposed_si_1']);
+            $sheet->setCellValue('M' . $row, $record['proposed_si_2']);
+            $sheet->setCellValue('N' . $row, $record['proposed_si_3']);
+            $sheet->setCellValue('O' . $row, $record['proposed_si_4']);
+
+            // Clear memory every batch
+            if ($i % $batchSize == 0) {
+                $sheet->garbageCollect();
+            }
+        }
+
+        // Auto-size columns
+        foreach (range('A', 'O') as $col) {
+            $sheet->getColumnDimension($col)->setAutoSize(true);
+        }
+
+        // Generate filename
+        $filename = 'employee_data_70k_' . date('Y-m-d_His') . '.xlsx';
+
+        // Set headers for download
+        header('Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
+        header('Content-Disposition: attachment;filename="' . $filename . '"');
+        header('Cache-Control: max-age=0');
+
+        // Write file to output
+        $writer = new Xlsx($spreadsheet);
+        $writer->save('php://output');
+
+        // Clean up
+        $spreadsheet->disconnectWorksheets();
+        unset($spreadsheet);
+        exit;
+    }
+
+    private function generateSampleRecord($index)
+    {
+        $firstName = $this->firstNames[array_rand($this->firstNames)];
+        $lastName = $this->lastNames[array_rand($this->lastNames)];
+        $name = $firstName . ' ' . $lastName;
+        
+        $relationship = $this->relationships[array_rand($this->relationships)];
+        $gender = $this->genders[array_rand($this->genders)];
+        
+        // Generate random age between 18 and 65
+        $age = rand(18, 65);
+        
+        // Calculate DOB based on age
+        $year = date('Y') - $age;
+        $month = str_pad(rand(1, 12), 2, '0', STR_PAD_LEFT);
+        $day = str_pad(rand(1, 28), 2, '0', STR_PAD_LEFT);
+        $dob = "{$day}-{$month}-{$year}";
+        
+        // Generate employee code
+        $empCode = 'EMP' . str_pad($index, 6, '0', STR_PAD_LEFT);
+        
+        // Generate email
+        $email = strtolower($firstName . '.' . $lastName . $index) . '@' . $this->domains[array_rand($this->domains)];
+        
+        // Generate mobile number (Indian format)
+        $mobile = '+91' . rand(7000000000, 9999999999);
+        
+        // Generate insurance amounts
+        $siOptions = [100000, 200000, 300000, 500000, 1000000];
+        $si = $siOptions[array_rand($siOptions)];
+        $si_enhancement = rand(0, 1) ? rand(50000, 200000) : 0;
+        
+        $proposed_si_1 = $si + rand(100000, 500000);
+        $proposed_si_2 = $proposed_si_1 + rand(100000, 500000);
+        $proposed_si_3 = $proposed_si_2 + rand(100000, 500000);
+        $proposed_si_4 = $proposed_si_3 + rand(100000, 500000);
+
+        return [
+            'sl_no' => $index,
+            'emp_code' => $empCode,
+            'name' => $name,
+            'relationship' => $relationship,
+            'gender' => $gender,
+            'dob' => $dob,
+            'age' => $age,
+            'email' => $email,
+            'mobile' => $mobile,
+            'si' => $si,
+            'si_enhancement' => $si_enhancement,
+            'proposed_si_1' => $proposed_si_1,
+            'proposed_si_2' => $proposed_si_2,
+            'proposed_si_3' => $proposed_si_3,
+            'proposed_si_4' => $proposed_si_4
+        ];
+    }
+
 }

app/Helpers/ChatbotHelper.php

@@ -32,7 +32,7 @@ class ChatbotHelper
         $client_branch_id =  $chat_session_info['client_branch_id'];
         $relationship ='Self';
         $EmployeeModel = new EmployeeModel();
-        return $EmployeeModel->getEmpFamilybyEmpCode(emp_code: $emp_code,client_id: $client_id,emp_status: ['active'],policy_status:['active'],client_branch_id:[ $client_branch_id ],relationship:[$relationship]);//,relationship:[$relationship];
+        return $EmployeeModel->getEmpFamilybyEmpCode(emp_code: $emp_code,client_id: $client_id,emp_status: ['active'],policy_status:['active'],client_branch_id:[ $client_branch_id ],relationship:[$relationship],policy_type_id:[2,3,4,5]);//,relationship:[$relationship];
     }
 
     public static function getHospitalLink($emp_policy_id){

app/Helpers/excel_import_export_helper.php

@@ -666,12 +666,12 @@ if(!function_exists('generate_insurer_based_excel')){
             foreach ($excel_header_array as $header) {
 
                 $fieldName = $header['db_column_name'];
-                $defaultValue = isset($header['default_value']) ? $header['default_value'] : null;
+                $defaultValue = isset($header['default_value']) ? $header['default_value'] : "";
 
                 if ($fieldName === 'index') {
                     $value = $serialNumber;
                 } else {
-                    if(empty($fieldName) && !empty($defaultValue)){
+                    if(empty($fieldName) && $defaultValue != ""){
                         $value = $defaultValue;
                     }else{
                         $value = $row->$fieldName ?? '';

app/Helpers/excel_util_helper.php

@@ -1993,7 +1993,6 @@ if (!function_exists('group_slab_rates_basedon_name')) {
     }
 }
 
-
 //this key generating mandantory for display employee info in enrolment app w/o error
 if (!function_exists('generate_family_floater_key')) {
     function generate_family_floater_key($relationship)
@@ -2002,7 +2001,7 @@ if (!function_exists('generate_family_floater_key')) {
             $relation = 'parent';
         } else if (strtolower(trim($relationship)) === 'son' || strtolower(trim($relationship)) === 'daughter') {
             $relation = 'child';
-        } else if ((strtolower(trim($relationship)) === 'father in Law' || strtolower(trim($relationship)) === 'mother in Law') || (strtolower(trim($relationship)) === 'father-in-Law' || strtolower(trim($relationship)) === 'mother-in-Law')) {
+        } else if ((strtolower(trim($relationship)) === 'father in law' || strtolower(trim($relationship)) === 'mother in law') || (strtolower(trim($relationship)) === 'father-in-law' || strtolower(trim($relationship)) === 'mother-in-law')) {
             $relation = 'parent_in_law';
         } else if (strtolower(trim($relationship)) === 'spouse') {
             $relation = 'spouse';
@@ -2041,3 +2040,331 @@ if (!function_exists('formatIndianCurrency')) {
         return $formatted . $decimal;
     }
 }
+
+// ------------- FUNCTION FOR LEAD MEMBER DATA LIST VALIDATIONS --------------------------------------
+
+if (!function_exists('check_columns_name_exist')) {
+    function check_columns_name_exist($definedColumns, $excelColumns)
+    {
+        $mismatchedColumns = [];
+
+        foreach ($definedColumns as $colKey => $definedCol) {
+            $definedColName = strtolower(trim($definedCol['col_name']));
+
+            // Normalize excel columns to lowercase for comparison
+            $excelColsLower = array_map('strtolower', array_map('trim', $excelColumns));
+
+            if (!in_array($definedColName, $excelColsLower)) {
+                $mismatchedColumns[] = "Missing column: <strong>" . $definedCol['col_name'] . "</strong> in Excel file.<br/>";
+            }
+        }
+
+        return $mismatchedColumns;
+    }
+}
+
+if (!function_exists('update_excel_column_indexes')) {
+    function update_excel_column_indexes($definedColumns, $excelColumns)
+    {
+        // $excelColumns is the first row of the Excel file (header row)
+        // Example: ['Emp Code', 'Name', 'Gender', 'DOB', 'SI']
+
+        foreach ($definedColumns as $key => &$definedCol) {
+            $definedColName = strtolower(trim($definedCol['col_name']));
+            $excelColsLower = array_map('strtolower', array_map('trim', $excelColumns));
+
+            // Find column index in Excel
+            $colIndex = array_search($definedColName, $excelColsLower);
+
+            if ($colIndex !== false) {
+                $definedCol['col_idx'] = $colIndex;
+                $definedCol['col_cell_name'] = chr(65 + $colIndex); // A=65, B=66...
+            } else {
+                // If column missing in Excel
+                $definedCol['col_idx'] = null;
+                $definedCol['col_cell_name'] = null;
+            }
+        }
+
+        return $definedColumns;
+    }
+}
+
+if (!function_exists('check_duplicate_rows_and_contacts')) {
+    function check_duplicate_rows_and_contacts($excel_data, $columns_to_check, $err_data)
+    {
+        $exl_col = $columns_to_check;
+        $keys = array_keys($columns_to_check);
+        unset($columns_to_check['sno'], $columns_to_check['si'], $columns_to_check['email'], $columns_to_check['mobile'], $columns_to_check['age']);
+
+        $seenRows   = [];
+        $emailSeen  = [];
+        $mobileSeen = [];
+        $duplicateRows = [];
+
+        foreach ($excel_data as $rowIndex => $row) {
+
+            // Build unique key from selected columns
+            $values = [];
+            foreach ($columns_to_check as $colIdx) {
+                $values[] = isset($row[$colIdx['col_idx']]) ? trim($row[$colIdx['col_idx']]) : '';
+            }
+            $rowKey = json_encode($values);
+
+            // =============== STEP 1: Main duplicate check ===============
+            if (!isset($seenRows[$rowKey])) {
+                $seenRows[$rowKey] = [$rowIndex];
+            } else {
+                // First duplicate occurrence — mark all related rows
+                $seenRows[$rowKey][] = $rowIndex;
+                $indexes = $seenRows[$rowKey];
+
+                $rows_str = implode(', ', array_map(fn($i) => $i + 1, $indexes));
+                $error_message = "Duplicate found in selected columns: Rows {$rows_str} are identical";
+
+                foreach ($indexes as $i) {
+                    // Avoid re-adding duplicate errors
+                    if (!in_array($i, $duplicateRows)) {
+                        array_push($err_data['error_summary'], 1);
+                        $err_data['error_data'][$i][$keys[0]]['col_name'] = 'Sl no';
+                        $err_data['error_data'][$i][$keys[0]]['col_idx']  = 0;
+                        $err_data['error_data'][$i][$keys[0]]['error'][]  = $error_message;
+                        $duplicateRows[] = $i;
+                    }
+                }
+
+                // Skip email/mobile check for this duplicate row
+                continue;
+            }
+
+            // =============== STEP 2: Email & Mobile check (only if not duplicate) ===============
+            $email  = isset($row[$exl_col['email']['col_idx']]) ? trim($row[$exl_col['email']['col_idx']]) : '';
+            $mobile = isset($row[$exl_col['mobile']['col_idx']]) ? trim($row[$exl_col['mobile']['col_idx']]) : '';
+
+            // Check email duplicates
+            if ($email !== '') {
+                if (isset($emailSeen[$email])) {
+                    $firstIndex = $emailSeen[$email] + 1;
+                    $currentRow = $rowIndex + 1;
+                    $error_message = "Duplicate email found: Row {$currentRow} and Row {$firstIndex} have the same email '$email'";
+                    array_push($err_data['error_summary'], 1);
+                    $err_data['error_data'][$rowIndex][$keys[$exl_col['email']['col_idx']]]['col_name'] = $exl_col['email']['col_name'];
+                    $err_data['error_data'][$rowIndex][$keys[$exl_col['email']['col_idx']]]['col_idx']  = $exl_col['email']['col_idx'];
+                    $err_data['error_data'][$rowIndex][$keys[$exl_col['email']['col_idx']]]['error'][]  = $error_message;
+                } else {
+                    $emailSeen[$email] = $rowIndex;
+                }
+            }
+
+            // Check mobile duplicates
+            if ($mobile !== '') {
+                if (isset($mobileSeen[$mobile])) {
+                    $firstIndex = $mobileSeen[$mobile] + 1;
+                    $currentRow = $rowIndex + 1;
+                    $error_message = "Duplicate mobile number found: Row {$currentRow} and Row {$firstIndex} have the same mobile '$mobile'";
+                    array_push($err_data['error_summary'], 1);
+                    $err_data['error_data'][$rowIndex][$keys[$exl_col['mobile']['col_idx']]]['col_name'] = $exl_col['mobile']['col_name'];
+                    $err_data['error_data'][$rowIndex][$keys[$exl_col['mobile']['col_idx']]]['col_idx']  = $exl_col['mobile']['col_idx'];
+                    $err_data['error_data'][$rowIndex][$keys[$exl_col['mobile']['col_idx']]]['error'][]  = $error_message;
+                } else {
+                    $mobileSeen[$mobile] = $rowIndex;
+                }
+            }
+        }
+
+        return $err_data;
+    }
+}
+
+if (!function_exists('check_relationship_for_member_data')) {
+    function check_relationship_for_member_data($row, $relationship, $columns_to_check)
+    {
+        $relation_col_idx = $columns_to_check['relationship']['col_idx'] ?? null;
+        $gender_col_idx = $columns_to_check['gender']['col_idx'] ?? null;
+
+        if ($relation_col_idx !== null && $gender_col_idx !== null && !empty($row[$relation_col_idx]) && !empty($row[$gender_col_idx])) { //$row[5]  = relationship $row[4] = Gender
+            
+            $slug = \Config\Services::slug();
+            $col = $slug->slugify($row[$relation_col_idx]);
+
+            if ($col != 'self' && $col != 'spouse') {
+                if (!isset($relationship[$col])) {
+                    return array('status' => false, 'error' => 'Rule Conflict: Unknown Relationship');
+                }
+
+                if (isset($relationship[$col]) && $relationship[$col]['gender'] != $row[$gender_col_idx]) {
+                    $error = "Gender relationship conflict: Expected " . $relationship[$col]['gender'] . ", received $row[$gender_col_idx]";
+                    return array('status' => false, 'error' => $error);
+                }
+            }
+
+            return array('status' => true);
+        } else {
+            return array('status' => false, 'error' => 'Rule Conflict: Both Relationship and Gender required for check relationship conflict');
+        }
+    }
+}
+
+if (!function_exists('member_data_group_by_family')) {
+    function member_data_group_by_family($member_data, $columns_to_check)
+    {
+        $result = [];
+        // Kint::dump($member_data);
+        foreach ($member_data as $rowIndex => $row) {
+            if (!check_row_is_empty_or_null($row)) {
+
+                $row['row_index'] = $rowIndex;
+
+                $relation_idx = $columns_to_check['relationship']['col_idx'];
+                $emp_code_idx = $columns_to_check['emp_code']['col_idx'];
+
+                if (isset($row[$relation_idx]) && strtolower($row[$relation_idx]) == 'self' && isset($result[$row[$emp_code_idx]])) {
+                    array_unshift($result[$row[$emp_code_idx]], $row);
+                } else {
+                    $result[$row[$emp_code_idx]][] = $row;
+                }
+            }
+        }
+        return $result;
+    }
+}
+
+if (!function_exists('validateFamily')) {
+    function validateFamily($familyData, $columns_to_check, $errors) {
+        
+        $keys = array_keys($columns_to_check);
+        foreach ($familyData as $familyId => $members) {
+
+            $selfMember = null;
+            $spouseMember = null;
+            $selfCount = 0;
+            $row_index = null;
+            
+            // Find Self and Spouse members
+            foreach ($members as $member) {
+                $relation = trim($member[3]); // Relationship field
+                
+                if (strtolower($relation) == 'self') {
+                    $selfCount++;
+                    $selfMember = $member;
+                }
+                
+                if (strtolower($relation) == 'spouse') {
+                    $spouseMember = $member;
+                }
+
+                if($row_index == null){
+                    if(strtolower($relation) == 'self'){
+                        $row_index = $member['row_index'];
+                    }else if(strtolower($relation) == 'spouse'){
+                        $row_index = $member['row_index'];
+                    }else{
+                        $row_index = $member['row_index'];
+                    }
+                }
+
+            }
+            
+            // Validation 1: Check if Self exists
+            if ($selfCount === 0) {
+
+                $message = "Emp ID - {$familyId}: Missing 'Self' member";
+                array_push($errors['error_summary'], 4); 
+                $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['col_name'] = $columns_to_check['emp_code']['col_name']; 
+                $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['col_idx'] = $columns_to_check['emp_code']['col_idx']; 
+                $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['error'][] = $message; 
+
+                continue;
+            }
+            
+            // Validation 2: Check if there's exactly one Self
+            if ($selfCount > 1) {
+                $message = "Emp ID - {$familyId}: Multiple 'Self' members found. Only one 'Self' is allowed per family";
+                array_push($errors['error_summary'], 5); 
+                $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['col_name'] = $columns_to_check['emp_code']['col_name']; 
+                $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['col_idx'] = $columns_to_check['emp_code']['col_idx']; 
+                $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['error'][] = $message; 
+
+                continue;
+            }
+            
+            // Validation 3: Validate spouse gender if spouse exists
+            if ($spouseMember !== null) {
+
+                $selfGender = strtoupper(trim($selfMember[4])); // Gender field
+                $spouseGender = strtoupper(trim($spouseMember[4]));
+                $selfName = $selfMember[2]; // Name field
+                $spouseName = $spouseMember[2];
+                
+                // Check gender compatibility
+                $message = '';
+                if ($selfGender === 'M' && $spouseGender !== 'F') {
+                    $message = "Emp ID - {$familyId}: Self ('{$selfName}') is Male (M); spouse must be Female (F). Found spouse ('{$spouseName}') with gender '({$spouseGender})'.";
+                } elseif ($selfGender === 'F' && $spouseGender !== 'M') {
+                    $message = "Emp ID - {$familyId}: Self ('{$selfName}') is Female (F); spouse must be Male (M). Found spouse ('{$spouseName}') with gender '({$spouseGender})'.";
+                } elseif (!in_array($selfGender, ['M', 'F'])) {
+                    $message = "Emp ID - {$familyId}: Invalid gender for Self member ('{$selfName}'). Expected 'M' or 'F', found '({$selfGender})'.";
+                }
+
+                if(isset($message) && !empty($message)){
+                    array_push($errors['error_summary'], 6); 
+                    $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['col_name'] = $columns_to_check['emp_code']['col_name']; 
+                    $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['col_idx'] = $columns_to_check['emp_code']['col_idx']; 
+                    $errors['error_data'][$row_index][$keys[$columns_to_check['emp_code']['col_idx']]]['error'][] = $message; 
+                }
+            }
+        }
+        
+        return $errors;
+    }
+}
+
+if (!function_exists('check_age_validation')) {
+    function check_age_validation($row, $family_composition)
+    {
+        if ($row[5] != null) {
+
+            $dateString = convert_string_to_date($row[5]);
+            if ($dateString === false) {
+                return array('status' => false, 'error' => 'Not a valid Date');
+            }
+
+            $relationships = $family_composition['age_ratio'];
+
+            $dob = $dateString;
+            $currentDateTime = new DateTime();
+
+            $passedDateTime = new DateTime($dob);
+            $interval = $currentDateTime->diff($passedDateTime);
+
+            $slug = \Config\Services::slug();
+            $relationship = $slug->slugify($row[3]);
+            if($relationship == 'son' || $relationship == 'daughter'){
+                $relationship = 'child';
+            }
+            if($relationship == 'father' || $relationship == 'mother' || $relationship == 'mother-in-law'|| $relationship == 'father-in-law' ){
+                $relationship = 'elders';
+            }
+
+            $age_min = isset($relationships[$relationship]['min']) ? $relationships[$relationship]['min'] : NULL;
+            $age_max = isset($relationships[$relationship]['max']) ? $relationships[$relationship]['max'] : NULL;
+            
+            // Kint::dump($dob,$currentDateTime,$passedDateTime, $interval->y, $age_min, $age_max, $relationship, $relationships);
+
+            if ($age_min !== null && $age_min > $interval->y) {
+                return array('status' => false, 'error' => "Age conflict : minimum $age_min yrs allowed, received $interval->y");
+            }
+            if ($age_max !== null && $age_max < $interval->y) {
+                return array('status' => false, 'error' => "Age conflict : maximum $age_max yrs allowed, received $interval->y");
+            }
+            return array('status' => true);
+
+        } else {
+            return array('status' => false, 'error' => 'Rule Conflict: Both DOB and Relationship required for age check');
+        }
+    }
+}
+
+// ------------- END OF LEAD MEMBER DATA LIST VALIDATIONS --------------------------------------
+
+

app/Helpers/sms_helper.php

@@ -0,0 +1,44 @@
+<?php
+
+use CodeIgniter\Database\BaseConnection;
+
+if (!function_exists('sendOtpSms')) {
+
+   
+    function sendOtpSms(string $mobile, string $otp)
+    {
+        $apiKey = env('SMS_API_KEY');
+        $senderId = env('SMS_SENDER_ID');
+        $templateId = env('SMS_TEMPLATE_ID');
+        $serviceName = env('SMS_SERVICE_NAME');
+        $appName = env('SMS_APP_NAME');
+
+        // Replace variables {#var#}
+        $message = "Hi, Your One Time Code for logging into Nhance {$appName} App is {$otp}. Valid for 3 minutes. Please do not share this with anyone. -NHANCE";
+
+        log_message('info' , 'SMS - Message '.$message);
+        
+        // Build the API URL
+        $url = "https://smsapi.24x7sms.com/api_2.0/SendSMS.aspx?" . http_build_query([
+            'APIKEY'        => $apiKey,
+            'MobileNo'      => $mobile,
+            'SenderID'      => $senderId,
+            'Message'       => $message,
+            'ServiceName'   => $serviceName,
+            'DLTTemplateID' => $templateId,
+        ]);
+
+        // Send request
+        $response = @file_get_contents($url);
+
+        log_message('info' , 'SMS - Response '.$response);
+
+        // If response failed
+        if ($response === FALSE) {
+            return ['status' => 'failed', 'message' => 'Failed to send SMS.'];
+        }
+
+
+        return ['status' => 'success', 'message' => 'OTP sent successfully', 'api_response' => $response];
+    }
+}

app/Models/ClientModel.php

@@ -108,7 +108,7 @@ class ClientModel extends Model
     }
             
 
-    public function getCreatedByUserName(){
+    public function getCreatedByUserName($client_type = null){
 
         $role_id = get_role_id();
         $user_id = get_session_userid();
@@ -118,6 +118,10 @@ class ClientModel extends Model
         ->join('client_rm', 'client_rm.client_id = clients.id','left')
         ->where('clients.is_active', 1);
 
+        if (!empty($client_type)) {
+            $query->where('clients.client_type', $client_type);
+        }
+
         if (in_array($role_id, [2, 3])) {
             
             // If the user is a Account Manager or Manager, filter by user_id

app/Models/EmployeeModel.php

@@ -106,9 +106,9 @@ class EmployeeModel extends Model
     }
 
 
-    public function getEmpFamilybyEmpCode(string $client_policy_id = null,string $emp_code = null,string $client_id = null,array $emp_status = [],array $policy_status = [],array $relationship = [],array $client_branch_id = [])
+    public function getEmpFamilybyEmpCode(string $client_policy_id = null,string $emp_code = null,string $client_id = null,array $emp_status = [],array $policy_status = [],array $relationship = [],array $client_branch_id = [],array $policy_type_id = [])
     {
-        $result =  $this->select(['employees.id as emp_id', 'employees.client_id','employees.client_branch_id', 'employees.relationship', 'employees.relationship_code', 'employees.change_event', 'employees.emp_code', 'employees.name', 'employees.email_personal', 'employees.email_corporate', 'employees.mobile', 'employees.gender', 'employees.dob', 'employees.doj', 'employees.basic_pay', 'employees.band', 'employees.designation', 'employees.emp_status','employees.unit','employees.file_id','employee_polices.id as emp_policy_id', 'employee_polices.employee_id', 'employee_polices.client_policy_id', 'employee_polices.tpa_id', 'employee_polices.uhid', 'employee_polices.batch_code', 'employee_polices.status', 'employee_polices.pre_existing_alignments', 'employee_polices.basic_cover_si', 'employee_polices.date_coverage', 'employee_polices.policy_end_date', 'employee_polices.days', 'employee_polices.premium', 'employee_polices.rata_premimum', 'employee_polices.gst', 'employee_polices.date_of_exit', 'employee_polices.reason_for_exit','policy_type.long_name as policy_name','client_policy.is_addon', 'employee_polices.payable_employee','employee_polices.rand_string','employee_polices.claim_status'])
+        $result =  $this->select(['employees.id as emp_id', 'employees.client_id','employees.client_branch_id', 'employees.relationship', 'employees.relationship_code', 'employees.change_event', 'employees.emp_code', 'employees.name', 'employees.email_personal', 'employees.email_corporate', 'employees.mobile', 'employees.gender', 'employees.dob', 'employees.doj', 'employees.basic_pay', 'employees.band', 'employees.designation', 'employees.emp_status','employees.unit','employees.file_id','employee_polices.id as emp_policy_id', 'employee_polices.employee_id', 'employee_polices.client_policy_id', 'employee_polices.tpa_id', 'employee_polices.uhid', 'employee_polices.batch_code', 'employee_polices.status', 'employee_polices.pre_existing_alignments', 'employee_polices.basic_cover_si', 'employee_polices.date_coverage', 'employee_polices.policy_end_date', 'employee_polices.days', 'employee_polices.premium', 'employee_polices.rata_premimum', 'employee_polices.gst', 'employee_polices.date_of_exit', 'employee_polices.reason_for_exit','policy_type.long_name as policy_name','client_policy.policy_type_id','client_policy.is_addon', 'employee_polices.payable_employee','employee_polices.rand_string','employee_polices.claim_status'])
                         ->join('employee_polices', 'employee_polices.employee_id = employees.id')
                         ->join('client_policy', 'client_policy.id = employee_polices.client_policy_id')
                         ->join('policy_type', 'policy_type.id = client_policy.policy_type_id','left')
@@ -135,6 +135,9 @@ class EmployeeModel extends Model
                         })
                         ->when(count($policy_status), function($query) use ($policy_status){
                             return $query->whereIn('employee_polices.status', $policy_status);
+                        })
+                         ->when(count($policy_type_id), function($query) use ($policy_type_id){
+                            return $query->whereIn('client_policy.policy_type_id', $policy_type_id);
                         })
                         ->when($client_id, function($query) use ($client_id){
                             return $query->where('employees.client_id',$client_id);

app/Models/LeadFilesModel.php

@@ -17,7 +17,10 @@ class LeadFilesModel extends Model
         'updated_by',
         'created_at',
         'updated_at',
-        'is_active'
+        'is_active',
+        'error_data',
+        'status',
+        'type',
     ];
    
     // Callbacks

app/Models/LeadsModel.php

@@ -147,6 +147,7 @@ class LeadsModel extends Model
 
         $data = $this->select('
                         leads.*,
+                        lead_files.status as demography_file_status,
                         kyc_entity_type.name as entity_type,
                         policy_type.policy_type,
                         user_profiles.first_name as salse_person_name,
@@ -169,6 +170,7 @@ class LeadsModel extends Model
             ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
             ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
             ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
+            ->join('lead_files', 'leads.id = lead_files.lead_id AND lead_files.type = 2 AND lead_files.is_active = 1', 'left')
             ->where('leads.is_active', 1);
 
         if (!empty($where)) {

app/Views/client_basic_info.php

@@ -110,13 +110,14 @@ input:checked + .slider:before {
                             <div class="form-group col-md-4">
                                 <label for="client_name">Client Name<span
                                         class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="client_name"
+                                <input type="text" class="form-control" id="client_name"  data-old-name="<?= isset($client['client_name']) ? $client['client_name'] : '' ?>"
                                     placeholder="Enter Client Name" value="<?= isset($client['client_name']) ? $client['client_name'] : '' ?>" name="client_name" required>
                             </div>
                             <div class="form-group col-md-4">
                                 <label for="short_name">Client Short Name<span
                                         class="text-danger">*</span></label>
                                 <input type="text" class="form-control" id="short_name"
+                                    data-old-short="<?= isset($client['short_name']) ? $client['short_name'] : '' ?>"
                                     placeholder="Enter Short Name" value="<?= isset($client['short_name']) ? $client['short_name'] : '' ?>" name="short_name" onkeyup="validateInput(this, 'clients', 'short_name', 'clientBtnSubmit')" required>
                             </div>
                         </div>

app/Views/client_branch.php

@@ -870,6 +870,83 @@ function checkMobileNumber(input) {
 
 }
 
+// function generateShortName() {
+//     let clientName = $("#client_name").val().trim();
+//     if (clientName.length > 0) {
+//         let shortName = clientName.substring(0, 10).replace(/\s+/g, '').toUpperCase(); // Take first 10 chars , space removed, converted caps
+//         $("#short_name").val(shortName);
+//         makeUniqueShortName(shortName);
+//     }else{
+//         $("#short_name").val('');
+//     }
+// }
+
+let shortNameTimer;
+
+$("#client_name").on("input change keyup", function() {
+    clearTimeout(shortNameTimer); // cancel previous call
+    shortNameTimer = setTimeout(() => {
+        generateShortName();      // only runs after 200ms pause
+    }, 200); // adjust debounce delay as needed
+});
+
+function generateShortName() {
+    let clientInput = $("#client_name");
+    let shortInput = $("#short_name");
+
+    let oldClientName = clientInput.data("old-name");   // from DB
+    let oldShortName = shortInput.data("old-short");    // from DB
+    let newClientName = clientInput.val().trim();
+    console.log(`LN 882 : NEW - ${newClientName} | OLD - ${oldClientName} | OLD SN - ${oldShortName}`);
+
+    if (newClientName.toUpperCase() === (oldClientName || '').toUpperCase()) {
+        shortInput.val(oldShortName);
+        return;
+    }
+
+    if (newClientName.length == 0) {
+        shortInput.val('');
+        return;
+    }
+
+    if (newClientName.length > 0) {
+        let shortName = newClientName.substring(0, 10).replace(/\s+/g, '').toUpperCase();
+        shortInput.val(shortName);
+        makeUniqueShortName(shortName);
+    }
+}
+
+
+
+function makeUniqueShortName(baseName) {
+    let input = $("#short_name")[0]; // input element
+    checkDuplicateTableFieldValue("clients", "short_name", baseName, function(isDuplicate) {
+        if (isDuplicate) {
+            // Append sequence until unique
+            let counter = 1;
+            function tryNext() {
+                let padded = String(counter).padStart(3, '0'); // 001, 002, 003
+                let newName = baseName + padded;
+
+                checkDuplicateTableFieldValue("clients", "short_name", newName, function(exists) {
+                    if (exists) {
+                        counter++;
+                        tryNext(); // keep checking
+                    } else {
+                        $("#short_name").val(newName);
+                        validateInput(input, "clients", "short_name", "clientBtnSubmit");
+                    }
+                });
+            }
+            tryNext();
+        } else {
+            $("#short_name").val(baseName);
+            validateInput(input, "clients", "short_name", "clientBtnSubmit");
+        }
+    });
+}
+
+
 function validateInput(input, table, field, submitButId){
 
     let value = $(input).val();

app/Views/client_list.php

@@ -294,10 +294,10 @@ table.dataTable thead th {
  $(document).ready(function(){
     $('#lead_id').select2();
  })   
-
+var table;
 $(document).ready(function()
 {
-    $('#tickets-table').DataTable({
+    table = $('#tickets-table').DataTable({
         dom: "<'row'<'col-12 d-flex justify-content-between align-items-center'<'datatable-search dataTables_filter'f><'datatable-buttons dt-buttons'B>>>" +
             "<'row'<'col-sm-12'tr>>" +
             "<'row'<'col-sm-5'i><'col-sm-7'p>>",
@@ -326,6 +326,11 @@ $(document).ready(function()
                                         extend: 'csv',
                                         text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
                                         title: 'Client-List',
+                                        // title: function() {
+                                        //         return $('#toggleButtons').is(':checked') 
+                                        //             ? 'GC-Client-List' 
+                                        //             : 'RC-Client-List';
+                                        // },
                                         className: 'app-btn-primary ',
                                         exportOptions: {
                                             columns: ':not(:last-child)'
@@ -340,13 +345,104 @@ $(document).ready(function()
                 _INPUT_
                 <i class="mdi mdi-magnify datatable-search-icon"></i>
             </div>`,
-            searchPlaceholder: "Search"
+            searchPlaceholder: "Search",
+            emptyTable: '<div class="text-center text-muted">No Data found</div>'
         },
         paging: true ,
         // pagingType: 'full_numbers'
     });
+
+    // $(".datatable-buttons").prepend(`
+    //     <label class="switch">
+    //         <input type="checkbox" id="toggleButtons">
+    //         <span">Group</span>
+    //     </label>
+    // `);
+
+    $(".datatable-buttons").prepend(`
+        <span id="statusSwitchWrapper" class="dt-switch-wrapper">
+            <span class="custom-switch" style="text-align: left;">
+                <input type="checkbox" class="custom-control-input" id="toggleButtons" checked>
+                <label class="custom-control-label" for="toggleButtons" style="vertical-align: middle !important;">Group Client</label>
+            </span>
+        </span>
+    `);
+                $('#toggleButtons').on('change', function() {
+                    let type = $(this).is(':checked') ? 1 : 2;
+                    // $('div.col-6 h4').text(
+                    //     $(this).is(':checked') 
+                    //         ? "GC Client List" 
+                    //         : "RC Client List"
+                    // );
+                    let url = '<?= base_url('client/typeList/') ?>' + type;
+
+                    $.ajax({
+                        url: url,        
+                        method: 'GET',
+                        success: function(response) {
+                            if (response.status === "success" && Array.isArray(response.data)) {
+                                renderRows(response.data);
+                            } else {
+                                renderRows([]);
+                            }
+                        },
+                        error: function(xhr, status, error) {
+                            console.error("Error loading:", error);
+                            renderRows([]);
+                        }
+                    });
+            });
+    
 }) 
 
+    function renderRows(data) {
+        table.clear();
+        if (Array.isArray(data) && data.length) {
+            data.forEach((row, index) => {
+                let clientrm = <?= json_encode($client_rm) ?>;
+                let account_managers = "";
+
+                clientrm.forEach(client => {
+                    if (client.client_id == row.id) {
+                        account_managers += client.account_manager + ", ";
+                    }
+                });
+                account_managers = account_managers.replace(/,\s*$/, "");
+                if (account_managers === "") account_managers = "N/A";
+
+                let rowData = [
+                    index + 1,
+                    `<span class="client_info" data-id="${row.id}">${row.client_name} (${row.short_name})</span>`,
+                    account_managers,                
+                    `<div class="btn-group dropdown">
+                        <a href="javascript:void(0);" class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown">
+                            <i class="mdi mdi-dots-horizontal"></i>
+                        </a>
+                        <div class="dropdown-menu dropdown-menu-right">
+                            <a class="dropdown-item" href="<?= base_url("client/list/") ?>${row.id}">
+                                <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
+                            </a>
+                            <a class="dropdown-item" href="<?= base_url("client/deposit/") ?>${row.id}">
+                                <i class="mdi mdi-cash mr-2 text-muted font-18 vertical-middle"></i>CD Transactions
+                            </a>
+                            <?php if(in_array(get_role_id(), [1, 5])) { ?>
+                                <a class="dropdown-item" data-id="${row.id}" onclick="removeClient(this)">
+                                    <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
+                                </a>
+                            <?php } ?>
+                        </div>
+                    </div>`
+                ];
+
+                let newRow = table.row.add(rowData);
+                $(newRow.node()).find('td:eq(0)').addClass('text-center');
+                $(newRow.node()).find('td:eq(1)').addClass('client_info').attr('data-id', row.id);
+                    
+                });
+        } 
+        table.draw();
+    }
+
 //DO NOT REMOVE THIS FUNCTION >>> THI FUNCTION FOR CLIENT SOFT DELETE
 // function removeClient(element) 
 // {

app/Views/client_onboarding.php

@@ -332,7 +332,8 @@
                         <li class="nav-item">
                             <a href="#hr-access-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="hr_access_tab" onclick="appendHrAccessControllHtml(this)">
                                 <span class="mr-1"><i class="mdi mdi-book-open-page-variant"></i></span>
-                                <span class="d-none d-sm-inline-block">HR Access Control</span>
+                                <span class="d-none d-sm-inline-block">Client Access Control</span>
+                                <!-- Name Changed "HR Access Controll" into "Client Access Control" -->
                             </a>
                         </li>
                         <li class="nav-item">
@@ -563,7 +564,7 @@
         client_notification();
     });
 
-    //HR Access Controll
+    //HR Access Controll also know as "Client Access Control"
     function appendHrAccessControllHtml(input) {
         console.log(input.id);
         let client_id = $('#general_PrimaryKey').val();

app/Views/client_policy.php

@@ -200,7 +200,8 @@
                                     <span class="slider round" style="height: 27px;"></span>
                                 </label>
 
-                                <label for="policy_visibility" style="position: relative;bottom: 5px;left: 85px;">Policy Visibilty in Enrollment App</label>
+                                <!-- <label for="policy_visibility" style="position: relative;bottom: 5px;left: 85px;">Policy Visibilty in Enrollment App</label> -->
+                                 <label for="policy_visibility" style="position: relative;bottom: 5px;left: 85px;">Policy Visibilty in Employee App</label>
                             </div>
                             
                             <div class="form-group col-md-4 EB">

app/Views/excel_errors.php

@@ -110,7 +110,18 @@ table.dataTable tbody td {
 <!-- Include DataTables Buttons HTML5 export extension -->
 <script src="https://cdn.datatables.net/buttons/2.3.0/js/buttons.html5.min.js"></script>
 
+<?php 
+    if (isset($lead_id)) {
+        $url = base_url("util/downloadFullMemberDataExcelErrorFile/") . $lead_id;
+    } else {
+        $url = base_url("util/full-excel-error-file/") . $file_id;
+    }
+?>
+
 <script>
+
+ let url = "<?= $url ?>";
+
 $(document).ready(function() {
     $('#tickets-table').DataTable({
         dom: 'Bfrtip',
@@ -123,7 +134,7 @@ $(document).ready(function() {
             {
                 text: 'Excel Error', // Set the text for the custom button
                 action: function (e, dt, node, config) {
-                    window.location.href = '<?= base_url("util/full-excel-error-file/") . $file_id ?>';
+                    window.location.href = url;
                 }
             }
         ],

app/Views/leads_list.php

@@ -184,7 +184,18 @@ table.dataTable tbody td {
                                 <?php if(isset($lead_data_list)) { ?>
                                     <?php foreach($lead_data_list as $index => $row){ ?>
                                     <tr>
-                                        <td class="text-center"><?php echo $index + 1; ?></td>
+                                        <td class="text-center">
+                                            <?php echo $index + 1; ?>
+                                            <?php if($row['demography_file_status'] == "failed") { ?>
+                                                <a href="<?= base_url('util/getMemberDataExcelFileErrors?lead_id=').$row['id'] ?>" 
+                                                    class="mdi mdi-information-outline text-danger" 
+                                                    style="cursor: pointer; font-size: 16px" 
+                                                    data-toggle="tooltip" 
+                                                    data-placement="top" 
+                                                    title="Click to view the Demography File Error data" target="_blank">
+                                                </a>
+                                            <?php } ?>
+                                        </td>
                                         <td><?php echo $lead_type[$row['lead_type']] ?? '-'; ?></td>
                                         <td><?php echo $issuer[$row['issuer']] ?? '-'; ?></td>
                                         <td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>

app/Views/view_rfq.php

@@ -1,7 +1,5 @@
 <style>
 
-
-
     .table-container {
         overflow-x: auto !important;
         /* margin-top: 20px; */
@@ -178,18 +176,18 @@
         width: 300px;
     }
 
-    .dialog-header {
+    /* .dialog-header {
         font-size: 18px;
         margin-bottom: 10px;
-    }
+    } */
 
     .dialog-content {
         margin-bottom: 15px;
     }
 
-    .dialog-footer {
+    /* .dialog-footer {
         text-align: right;
-    }
+    } */
 
     .dialog button {
         padding: 5px 10px;
@@ -310,16 +308,205 @@
 
 </style>
 
+<style>
+        
+    .dialog {
+        position: fixed;
+        top: 50%;
+        left: 50%;
+        transform: translate(-50%, -50%);
+        background: white;
+        border-radius: 8px;
+        box-shadow: 0 4px 20px rgba(0, 0, 0, 0.3);
+        z-index: 1000;
+        width: 90%;
+        max-width: 450px;
+        max-height: 90vh;
+        display: flex;
+        flex-direction: column;
+    }
+
+    .dialog-header {
+        padding: 10px 20px;
+        border-bottom: 1px solid #ddd;
+        display: flex;
+        justify-content: space-between;
+        align-items: center;
+        flex-shrink: 0;
+        background: #f8f9fa;
+        border-radius: 8px 8px 0 0;
+        position: relative;
+        top: -7px;
+    }
+
+    .dialog-content {
+        padding: 22px;
+        /* overflow-y: auto;
+        overflow-x: hidden; */
+        flex: 1;
+        /* max-height: calc(80vh - 120px); */
+    }
+
+    .dialog-content::-webkit-scrollbar {
+        width: 8px;
+    }
+
+    .dialog-content::-webkit-scrollbar-track {
+        background: #f1f1f1;
+        border-radius: 4px;
+    }
+
+    .dialog-content::-webkit-scrollbar-thumb {
+        background: #888;
+        border-radius: 4px;
+    }
+
+    .dialog-content::-webkit-scrollbar-thumb:hover {
+        background: #555;
+    }
+
+    .dialog-footer {
+        padding: 5px 5px;
+        /* border-top: 1px solid #ddd; */
+        text-align: right;
+        flex-shrink: 0;
+        /* background: #f8f9fa; */
+        /* border-radius: 0 0 8px 8px; */
+        margin-top: -41px;  
+    }
+
+    /* Family Row Layout */
+    .family-row {
+        display: flex;
+        align-items: flex-start;
+        gap: 15px;
+        margin-bottom: 15px;
+        min-height: 45px;
+    }
+
+    .family-member-col {
+        flex: 0 0 200px;
+        display: flex;
+        flex-direction: column;
+        gap: 5px;
+    }
+
+    .family-member-col.full-width {
+        flex: 1;
+    }
+
+    .family-member-col > label {
+        font-weight: 500;
+        margin-bottom: 5px;
+        display: block;
+    }
+
+    .family-member-col input[type="checkbox"] {
+        margin-right: 8px;
+    }
+
+    .age-inputs-col {
+        flex: 1;
+        display: flex;
+        gap: 15px;
+        align-items: flex-start;
+        transition: opacity 0.3s ease;
+    }
+
+    .age-inputs-col.hidden {
+        opacity: 0;
+        visibility: hidden;
+        pointer-events: none;
+    }
+
+    .age-input-group {
+        flex: 1;
+        display: flex;
+        flex-direction: column;
+        gap: 5px;
+    }
+
+    .age-label {
+        font-size: 12px;
+        font-weight: 500;
+        color: #666;
+        margin-bottom: 3px;
+        display: block;
+    }
+
+    .age-input {
+        width: 100%;
+        max-width: 120px;
+        padding: 6px 10px;
+        border: 1px solid #ddd;
+        border-radius: 4px;
+        font-size: 14px;
+    }
+
+    .age-input:focus {
+        outline: none;
+        border-color: #007bff;
+        box-shadow: 0 0 0 0.2rem rgba(0, 123, 255, 0.25);
+    }
+
+    .select-small {
+        width: 200px !important;
+        display: inline-block;
+    }
+
+    .form-control {
+        width: 100%;
+        padding: 6px 10px;
+        border: 1px solid #ddd;
+        border-radius: 4px;
+        font-size: 14px;
+    }
+
+    /* Responsive */
+    @media (max-width: 576px) {
+        .family-row {
+            flex-direction: column;
+            align-items: stretch;
+        }
+        
+        .family-member-col {
+            flex: 1;
+            width: 100%;
+        }
+        
+        .age-inputs-col {
+            width: 100%;
+        }
+        
+        .age-input {
+            max-width: none;
+        }
+    }
+</style>
+
+
 <div class="row" id="inception_list">
     <div class="col-12">
         <div class="card">
             <div class="card-body">
 
                 <div class="row" style="margin-bottom:1rem;">
-                    <div class="col-6" style="align-self: center;">
+                    <div class="col-4" style="align-self: center;">
                         <h4 style="position: relative;" id="rfq_qcr_page_title"> <?= isset($page_name) ? $page_name : 'RFQ' ?></h4>
                     </div>
 
+                    <div class="col-2" style="position: relative;right: 255px;">
+                        <?php if($lead_data['demography_file_status'] == "failed") { ?>
+                            <a href="<?= base_url('util/getMemberDataExcelFileErrors?lead_id=').$lead_data['id'] ?>" 
+                                class="mdi mdi-information-outline text-danger" 
+                                style="cursor: pointer; font-size: 27px" 
+                                data-toggle="tooltip" 
+                                data-placement="top" 
+                                title="Member data demography file validation failed Click to view the Error data" target="_blank">
+                            </a>
+                        <?php }  ?>
+                    </div>
+
                     <div class="col-2" id="status_change"
                         style="text-align: right; position: relative;top: 56px; left: 386px;">
                         <a onclick="checkTheTableDataChanged(1)" class="btn btn-primary">Back</a>
@@ -426,51 +613,130 @@
 </div>
 
 <!-- familiy floater dialog -->
-<div class="dialog" id="familyFloaterDialog">
+<div class="dialog" id="familyFloaterDialog" style="display: none;">
-    <div class="dialog-header ">
+    <div class="dialog-header">
-        <span style="color:black;" >Family Members </span>
+        <span style="color:black;">Family Members</span>
         <span>
             <i class="mdi mdi-close remove-icon" id="closeDialogBtn" aria-hidden="true"
                 style="color: black;text-align: right;margin-left: 80px;margin-top:10px;"></i>
         </span>
     </div>
     <div class="dialog-content">
-        <label>
+        <!-- Self -->
-            <input type="checkbox" id="family_self" checked>
+        <div class="family-row">
-            Self
+            <div class="family-member-col" style="margin-top: 15px;">
-        </label><br>
+                <label>
-        <label>
+                    <input type="checkbox" id="family_self" checked onchange="toggleAgeFields(this, 'self')">
-            <input type="checkbox" id="family_spouse">
+                    Self
-            Spouse
+                </label>
-        </label><br>
+            </div>
-        <label for="children">Children:</label>
+            <div class="age-inputs-col" id="self_age_fields">
-        <select class="form-control" id="family_children">
+                <div class="age-input-group" style="margin-top: -23px;">
-            <option value="0">0</option>
+                    <label class="age-label">Min Age</label>
-            <option value="1">1</option>
+                    <input type="number" class="age-input" id="family_self_min_age" 
-            <option value="2">2</option>
+                           placeholder="18" min="18" max="99">
-            <option value="3">3</option>
+                </div>
-            <option value="4">4</option>
+                <div class="age-input-group" style="margin-top: -23px;">
-        </select><br>
+                    <label class="age-label">Max Age</label>
-        <label for="otherMembers">Other Members:</label>
+                    <input type="number" class="age-input" id="family_self_max_age" 
-        <select class="form-control" id="family_other_members" onchange="setEldersCount(this)">
+                           placeholder="99" min="18" max="99">
-            <option value="0">Select</option>
+                </div>
-            <option data-value="1" value="oneparent">Only one parent (Either Father / Mother)</option>
+            </div>
-            <option data-value="2" value="twoparent">Only two parents (Father+Mother)</option>
+        </div>
-            <option data-value="1" value="onepil">Only one parent in law (Either MIL / FIL)</option>
+
-            <option data-value="2" value="twopil">Only two parents in law (FIL + MIL)</option>
+        <!-- Spouse -->
-            <option data-value="2" value="either_par_pil">Parents or PIL (Any two of Father, Mother, MIl, FIL)</option>
+        <div class="family-row">
-            <option data-value="2" value="any_two">Either Parents or PIL (Parents or Parents In Law)</option>
+            <div class="family-member-col" style="margin-top: 24px;">
-            <option data-value="4" value="all">Parents + PIL (Father + Mother + MIL + FIL)</option>
+                <label>
-        </select><br>
+                    <input type="checkbox" id="family_spouse" onchange="toggleAgeFields(this, 'spouse')">
-        <label for="eldersCount">Elders Count:</label>
+                    Spouse
-        <input class="form-control" type="text" id="family_elders_count" readonly>
+                </label>
+            </div>
+            <div class="age-inputs-col hidden" id="spouse_age_fields">
+                <div class="age-input-group" style="margin-top: -11px;">
+                    <label class="age-label">Min Age</label>
+                    <input type="number" class="age-input" id="family_spouse_min_age" 
+                           placeholder="18" min="18" max="99">
+                </div>
+                <div class="age-input-group" style="margin-top: -11px;">
+                    <label class="age-label">Max Age</label>
+                    <input type="number" class="age-input" id="family_spouse_max_age" 
+                           placeholder="99" min="18" max="99">
+                </div>
+            </div>
+        </div>
+
+        <!-- Children -->
+        <div class="family-row">
+            <div class="family-member-col">
+                <label for="children">Children:</label>
+                <select class="form-control select-small" id="family_children" onchange="toggleAgeFields(this, 'children')">
+                    <option value="0">0</option>
+                    <option value="1">1</option>
+                    <option value="2">2</option>
+                    <option value="3">3</option>
+                    <option value="4">4</option>
+                </select>
+            </div>
+            <div class="age-inputs-col hidden" id="children_age_fields">
+                <div class="age-input-group">
+                    <label class="age-label">Min Age</label>
+                    <input type="number" class="age-input" id="family_children_min_age" 
+                           placeholder="0" min="0" max="25">
+                </div>
+                <div class="age-input-group">
+                    <label class="age-label">Max Age</label>
+                    <input type="number" class="age-input" id="family_children_max_age" 
+                           placeholder="25" min="0" max="25">
+                </div>
+            </div>
+        </div>
+
+        <!-- Other Members -->
+        <div class="family-row">
+            <div class="family-member-col">
+                <label for="otherMembers">Other Members:</label>
+                <select class="form-control" id="family_other_members" onchange="setEldersCount(this); toggleAgeFields(this, 'others')">
+                    <option value="0">Select</option>
+                    <option data-value="1" value="oneparent">Only one parent (Either Father / Mother)</option>
+                    <option data-value="2" value="twoparent">Only two parents (Father+Mother)</option>
+                    <option data-value="1" value="onepil">Only one parent in law (Either MIL / FIL)</option>
+                    <option data-value="2" value="twopil">Only two parents in law (FIL + MIL)</option>
+                    <option data-value="2" value="either_par_pil">Parents or PIL (Any two of Father, Mother, MIl, FIL)</option>
+                    <option data-value="2" value="any_two">Either Parents or PIL (Parents or Parents In Law)</option>
+                    <option data-value="4" value="all">Parents + PIL (Father + Mother + MIL + FIL)</option>
+                </select>
+            </div>
+            <div class="age-inputs-col hidden" id="others_age_fields">
+                <div class="age-input-group">
+                    <label class="age-label">Min Age</label>
+                    <input type="number" class="age-input" id="family_others_min_age" 
+                           placeholder="40" min="40" max="99">
+                </div>
+                <div class="age-input-group">
+                    <label class="age-label">Max Age</label>
+                    <input type="number" class="age-input" id="family_others_max_age" 
+                           placeholder="99" min="40" max="99" >
+                </div>
+            </div>
+        </div>
+
+        <!-- Elders Count -->
+        <div class="family-row">
+            <div class="family-member-col full-width">
+                <label for="eldersCount">Elders Count:</label>
+                <input class="form-control" type="text" id="family_elders_count" readonly>
+            </div>
+        </div>
+        
         <input type="text" id="familiy_dialog_row_index" style="display: none;" readonly>
         <input type="text" id="familiy_dialog_column_index" style="display: none;" readonly>
     </div>
     <div class="dialog-footer">
-        <button class="btn btn-primary btn-sm" id="savefamiliy" onclick="saveFamilyMembersDetails()">save</button>
+        <button class="btn btn-primary btn-sm" id="savefamiliy" onclick="saveFamilyMembersDetails()">Save</button>
     </div>
 </div>
+
 <!-- familiy floater dialog end -->
 
 <!-- Modal content for Send Insurer and Client Mail -->
@@ -765,10 +1031,14 @@
                     </div>
                 </div>
 
-                <div class="form-group text-right m-b-0" id="hide_smbt_btn">
+                <div class="form-group text-right m-b-0" id="send_mail_btn">
                     <button type="submit" class="btn btn-primary" onclick="constructURL(3)">Send Mail</button>
                 </div>
 
+                <div class="form-group text-right m-b-0" id="validate_file_btn" style="display: none;">
+                    <button type="submit" class="btn btn-warning" onclick="savePlacementDataAndValidateMemberDataFile(3)">Validate File</button>
+                </div>
+
             </div>
         </div><!-- /.modal-content -->
     </div>
@@ -1081,13 +1351,16 @@ let intervalId;
 $(document).ready(function () {
     console.log("Document ready");
 
+    var demography_file_status_for_hide_and_show = '<?= $lead_data['demography_file_status'] ?>';
+    toggleButtons(demography_file_status_for_hide_and_show);
+
     let lead_status = '<?= isset($lead_data['status']) ?  $lead_data['status'] : '' ?>';
     console.log('Lead status retrieved:', lead_status);
 
     if (lead_status != "won") {
         console.log("Lead status is not 'won', setting interval for submitData");
 
-        startInterval();
+        // startInterval();
     } else {
         console.log("Lead status is 'won', submitData will not be called");
     }
@@ -1121,10 +1394,12 @@ const closeDialogBtn = document.getElementById('closeDialogBtn');
 // };
 $('.remove-icon').on('click', function() {
     $('#familyFloaterDialog').css('display', 'none');
+    resetFamiliyDialogModalValues();
 });
 
 var currentThrdottedMenu = '';
 var proposal_colum_count = 1;
+var demography_file_status = '<?= $lead_data['demography_file_status'] ?>';
 
 var over_all_column_data = {
     "Proposal 1": {
@@ -1133,6 +1408,7 @@ var over_all_column_data = {
         'insurers': []
     }
 };
+
 document.addEventListener('DOMContentLoaded', function () {
     const textarea = document.getElementById('placement_mail_content');
     const textarea2 = document.getElementById("placement_subject");
@@ -1179,7 +1455,7 @@ function showFamilyFloaterDialogBox(target) {
     let hiddenInput = target.querySelector('input[type="hidden"]');
     // alert(hiddenInput);
     let inputValue = hiddenInput ? hiddenInput.value : null;
-    // console.log('hidden input value');
+    console.log('hidden input value');
     console.log(inputValue);
     if (inputValue !== null && inputValue !== '') {
         //get stored familiy composition json if any in hidden input and display it
@@ -1189,6 +1465,8 @@ function showFamilyFloaterDialogBox(target) {
 
         setFamilyDialogValues(inputValue);
         // return true;
+    }else{
+        resetFamiliyDialogModalValues();
     }
 
     // setCellInnerHTMLByCellIndex('rfqTable', currentTD.rowIndex, (currentTD.columnIndex), '<b>TEST</b>');
@@ -1207,6 +1485,19 @@ function saveFamilyMembersDetails() {
     var elders = $('#family_other_members').val();
     var elders_count = $('#family_elders_count').val();
 
+    // --- Get min/max age values ---
+    let self_min_age = $('#family_self_min_age').val();
+    let self_max_age = $('#family_self_max_age').val();
+
+    let spouse_min_age = $('#family_spouse_min_age').val();
+    let spouse_max_age = $('#family_spouse_max_age').val();
+
+    let children_min_age = $('#family_children_min_age').val();
+    let children_max_age = $('#family_children_max_age').val();
+
+    let others_min_age = $('#family_others_min_age').val();
+    let others_max_age = $('#family_others_max_age').val();
+
     console.log('Current Family Modal Values');
     console.log('self' + '-' + self);
     console.log('spouse' + '-' + spouse);
@@ -1227,8 +1518,17 @@ function saveFamilyMembersDetails() {
         'spouse': spouse,
         'children': children,
         'family_other_members': elders,
-        'elders_count': elders_count
+        'elders_count': elders_count,
+        'self_min_age': self_min_age,
+        'self_max_age': self_max_age,
+        'spouse_min_age': spouse_min_age,
+        'spouse_max_age': spouse_max_age,
+        'children_min_age': children_min_age,
+        'children_max_age': children_max_age,
+        'others_min_age': others_min_age,
+        'others_max_age': others_max_age
     });
+
     console.log('display string');
     console.log(display_value);
 
@@ -1256,16 +1556,36 @@ function saveFamilyMembersDetails() {
 }
 
 function resetFamiliyDialogModalValues() {
+
     $('#familiy_dialog_row_index').val('');
     $('#familiy_dialog_column_index').val('');
-    // $('#family_self').val('');
-    $('#family_self').prop('checked', true); // Checks the checkbox
     
-    // $('#family_spouse').val('');
+    // Reset Self
-    $('#family_spouse').prop('checked', false); // Checks the checkbox
+    $('#family_self').prop('checked', true);
-    $('#family_children').val(0)
+    $('#family_self_min_age').val('18');
+    $('#family_self_max_age').val('99');
+    $('#self_age_fields').removeClass('hidden');
+    
+    // Reset Spouse
+    $('#family_spouse').prop('checked', false);
+    $('#family_spouse_min_age').val('0');
+    $('#family_spouse_max_age').val('0');
+    $('#spouse_age_fields').addClass('hidden');
+    
+    // Reset Children
+    $('#family_children').val('0');
+    $('#family_children_min_age').val('0');
+    $('#family_children_max_age').val('0');
+    $('#children_age_fields').addClass('hidden');
+    
+    // Reset Other Members
     $('#family_other_members').val('0');
-    $('#family_elders_count').val(0);
+    $('#family_others_min_age').val('0');
+    $('#family_others_max_age').val('0');
+    $('#others_age_fields').addClass('hidden');
+    
+    // Reset Elders Count
+    $('#family_elders_count').val('0');
 }
 
 function createFamilyDisplayString(familyArray) {
@@ -1307,6 +1627,9 @@ function createFamilyDisplayString(familyArray) {
 }
 
 function createFamilyJSONString(familyArray) {
+
+    console.log('familyArray', familyArray);
+
     let result = {
         "self": familyArray['self'] || 0,
         "spouse": familyArray['spouse'] || 0,
@@ -1317,6 +1640,15 @@ function createFamilyJSONString(familyArray) {
         "elders_count": familyArray['elders_count'] || "0"
     };
 
+    let familyAgeLimits = {
+        "self":   { "min": familyArray['self_min_age'], "max": familyArray['self_max_age'] },
+        "spouse": { "min": familyArray['spouse_min_age'],  "max": familyArray['spouse_max_age'] },
+        "child":  { "min": familyArray['children_min_age'],  "max": familyArray['children_max_age'] },
+        "elders": { "min": familyArray['others_min_age'],  "max": familyArray['others_max_age'] }
+    };
+
+    result['age_ratio'] = familyAgeLimits;
+
     // Process the family_other_members values to set parents and parents-in-law
     switch (familyArray['family_other_members']) {
         case 'oneparent':
@@ -1350,19 +1682,74 @@ function createFamilyJSONString(familyArray) {
             break;
     }
 
+    // Conditionally add min/max ages
+    if (result['self'] == 1) {
+        result['self_min_age'] = familyArray['self_min_age'];
+        result['self_max_age'] = familyArray['self_max_age'];
+    }
+
+    if (result['spouse'] == 1) {
+        result['spouse_min_age'] = familyArray['spouse_min_age'];
+        result['spouse_max_age'] = familyArray['spouse_max_age'];
+    }
+
+    if (parseInt(result['childrens']) > 0) {
+        result['children_min_age'] = familyArray['children_min_age'];
+        result['children_max_age'] = familyArray['children_max_age'];
+    }
+
+    if (familyArray['family_other_members'] && familyArray['family_other_members'] != "0") {
+        result['elders_min_age'] = familyArray['others_min_age'];
+        result['elders_max_age'] = familyArray['others_max_age'];
+    }
+
+    console.log('result', result);
+
     // Convert the result object to a JSON string
     return JSON.stringify(result);
 }
 
 function setFamilyDialogValues(familyData) {
+
     // Set Self checkbox
     $('#family_self').prop('checked', familyData.self === 1);
+    $('#family_self_min_age').val(familyData.self_min_age || 18);
+    $('#family_self_max_age').val(familyData.self_max_age || 99);
+    if (familyData.self === 1) {
+        $('#self_age_fields').removeClass('hidden');
+    } else {
+        $('#self_age_fields').addClass('hidden');
+    }
+
 
     // Set Spouse checkbox
     $('#family_spouse').prop('checked', familyData.spouse === 1);
+    $('#family_spouse_min_age').val(familyData.spouse_min_age || 18);
+    $('#family_spouse_max_age').val(familyData.spouse_max_age || 99);
+    if (familyData.spouse === 1) {
+        $('#spouse_age_fields').removeClass('hidden');
+    } else {
+        $('#spouse_age_fields').addClass('hidden');
+    }
 
     // Set Children select
     $('#family_children').val(familyData.childrens);
+    $('#family_children_min_age').val(familyData.children_min_age || 0);
+    $('#family_children_max_age').val(familyData.children_max_age || 25);
+    if (parseInt(familyData.childrens) > 0) {
+        $('#children_age_fields').removeClass('hidden');
+    } else {
+        $('#children_age_fields').addClass('hidden');
+    }
+
+    // Set Other Members
+    $('#family_others_min_age').val(familyData.elders_min_age || 40);
+    $('#family_others_max_age').val(familyData.elders_max_age || 99);
+    if (familyData.elders_count && familyData.elders_count != 0) {
+        $('#others_age_fields').removeClass('hidden');
+    } else {
+        $('#others_age_fields').addClass('hidden');
+    }
 
     // Determine which value to select for family other members (parents, parents-in-law)
     if (familyData.parents === 1) {
@@ -4010,7 +4397,7 @@ function constructURL_ForInternalMailSend() {
 }
 
 //placement mail
-function constructURL_ForPlacementMailSend() {
+function constructURL_ForPlacementMailSend(return_type = false) {
 
     var lead_id = $('#lead_id').val();
     let to = $('#placement_to').val();
@@ -4067,7 +4454,6 @@ function constructURL_ForPlacementMailSend() {
         data.push(obj);
     });
 
-
     // Prepare FormData
     var formData = new FormData();
     formData.append('lead_id', lead_id);
@@ -4096,8 +4482,40 @@ function constructURL_ForPlacementMailSend() {
     formData.append('acm_email', acm_email);
     formData.append('acm_pk', acm_pk);
 
+        // Prepare plain key-value object
+    let dataObj = {
+        lead_id: lead_id,
+        file_type: RFQ_or_QCR == 2 ? 'qcr' : 'rfq',
+        recipient_type: 'placement',
+        recipient_mail: to,
+        cc: cc,
+        subject: subject,
+        proposal_insurer: proposal_insurer,
+        insurer_and_branch: insurer_and_branch,
+        placement_date: placement_date,
+        payment_date: payment_date,
+        policy_end_date: policy_end_date,
+        policy_start_date: policy_start_date,
+        is_cd: is_cd,
+        utr_no: utr_no,
+        premium_amount: premium_amount,
+        total_amount: total_amount,
+        cd_amount: cd_amount,
+        mail_content: mail_content,
+        selected_attachment_files: selectedFiles,
+        installments: JSON.stringify(data),
+        no_of_installment: no_of_installment,
+        is_installment: is_installment,
+        tpa_id: tpa_id,
+        acm_email: acm_email,
+        acm_pk: acm_pk
+    };
 
-    ajaxRequest(formData);
+    if(return_type == false){
+        ajaxRequest(formData);
+    }else{
+        return dataObj;
+    }
 
 }
 
@@ -4441,9 +4859,13 @@ function checkTheTableDataChanged(redirect_type, url){
             window.location.href = url;
 
         }else if(redirect_type == 6){ 
-            //INTERNAL MAIL SEND
+            //PLACEMENT MAIL SEND
             showModal(3);
-
+            // if(demography_file_status == "failed"){
+            //     toastr.warning('Member Demography file validation failed. Please re-upload', 'WARNING');
+            // }else{
+            //     showModal(3);
+            // }
         }
     }
 }
@@ -7053,6 +7475,7 @@ function appendMultiFileData(data) {
                     $('.attachmet_row').empty();
                     $('#multiFileAppendArea').append(res.document_data);
                     $('.attachmet_row').html(res.attachment_html);
+                    window.location.reload();
                 }else{
                     toastr.warning(res.message, 'WARNING');
                 }
@@ -7069,4 +7492,155 @@ function appendMultiFileData(data) {
         });
     });
 
+    function toggleAgeFields(element, type) {
+
+        const ageFieldsDiv = document.getElementById(type + '_age_fields');
+        const minAgeInput = document.getElementById('family_' + type + '_min_age');
+        const maxAgeInput = document.getElementById('family_' + type + '_max_age');
+        
+        if (type === 'self' || type === 'spouse') {
+            // For checkboxes
+            if (element.checked) {
+                ageFieldsDiv.classList.remove('hidden');
+                minAgeInput.value = '18';
+                maxAgeInput.value = '99';
+            } else {
+                ageFieldsDiv.classList.add('hidden');
+                // Clear values when unchecked
+                minAgeInput.value = '0';
+                maxAgeInput.value = '0';
+            }
+        } else if (type === 'children') {
+            // For children dropdown
+            if (element.value > 0) {
+                ageFieldsDiv.classList.remove('hidden'); 
+                minAgeInput.value = '0';
+                maxAgeInput.value = '25';
+            } else {
+                ageFieldsDiv.classList.add('hidden');
+                minAgeInput.value = '0';
+                maxAgeInput.value = '0';
+            }
+        } else if (type === 'others') {
+            // For other members dropdown
+            if (element.value !== '0') {
+                ageFieldsDiv.classList.remove('hidden');
+                minAgeInput.value = '40';
+                maxAgeInput.value = '99';
+            } else {
+                ageFieldsDiv.classList.add('hidden');
+                minAgeInput.value = '0';
+                maxAgeInput.value = '0';
+            }
+        }
+    }
+
+    function savePlacementDataAndValidateMemberDataFile(){
+                
+        let url = '<?= base_url('util/savePlacementDataAndValidateMemberDataFile') ?>';
+        console.log('url', url);
+
+        // Data to send in the AJAX request
+        let requestData = constructURL_ForPlacementMailSend(true);
+        console.log('requestData', requestData);
+
+        // Show loader
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        // Send AJAX request
+        sendAjaxRequestForGlobal(url, 'POST', requestData, function(res) {
+
+            if (res.status == true) {
+                toastr.success(res.message, 'SUCCESS');
+                checkMemberDataValidationStatus(res.lead_id)
+            } else {
+                toastr.warning(res.message, 'WARNING');
+                // Hide loader
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+
+        }, function(xhr, status, error) {
+            clearInterval(interval);
+            console.error('Error fetching data:', error);
+            console.error(xhr.responseText);
+            toastr.error('An error occurred while validation.', 'ERROR');
+            console.error("❌ Error checking validation status:", err);
+            // Hide loader
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+        });
+    }
+
+    function checkMemberDataValidationStatus(lead_id) {
+
+        if (!lead_id) {
+            console.error("Lead ID is required");
+            return;
+        }
+
+        let url = '<?= base_url('util/checkMemberDataFileValidationStatus') ?>';
+
+        // Data to send in the AJAX request
+        let requestData = {
+            lead_id: lead_id,
+        };
+
+        // Show loader
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        let interval = setInterval(() => {
+
+            // Send AJAX request
+            sendAjaxRequestForGlobal(url, 'GET', requestData, function(res) {
+
+                if (res.code === 200 && res.data.status != "pending") {
+
+                    clearInterval(interval); // stop checking
+                    if(res.data.status == 'success'){
+                        toastr.success("✅ Validation Completed status : " + res.data.status, 'SUCCESS');
+                    }else{
+                        toastr.warning("✅ Validation Completed status : " + res.data.status, 'WARNING');
+                    }
+
+                    window.location.reload();
+
+                    // if (typeof callback === "function") {
+                    //     callback(res.data); // send final result to callback
+                    // }
+
+                } else {
+                    console.log("⏳ Validation still in progress...");
+                }
+
+                // Hide loader
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+            }, function(xhr, status, error) {
+                clearInterval(interval);
+                console.error('Error fetching data:', error);
+                console.error(xhr.responseText);
+                toastr.error('An error occurred while validation.', 'ERROR');
+                console.error("❌ Error checking validation status:", err);
+                // Hide loader
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            });
+
+        }, 2000); // check every 2 seconds
+    }
+
+    function toggleButtons(status) {
+        if (status === "failed") {
+            $("#send_mail_btn").hide();
+            $("#validate_file_btn").show();
+        } else {
+            $("#validate_file_btn").hide();
+            $("#send_mail_btn").show();
+        }
+    }
+
 </script>