HR login api : GWM

.gitignore

@@ -33,3 +33,5 @@ build/
 composer.lock
 .env
 .phpunit*
+phpqueue.sh
+

README.md

@@ -9,3 +9,5 @@ From command propmt run the following cmds
 Run speeific method
 
 `php vendor/bin/phpunit tests\unit\PremiumCalculationTest.php --filter testPremiumCalculationWithPrimaryRackRateAndAdditionalRackRate`
+
+Test Comments

app/Config/Constants.php

@@ -103,6 +103,8 @@ define('BUSINESS_TEAM_ID', '3');
 define('FINANCE_TEAM_ID', '4');
 define('SALES_TEAM_ID', '5');
 define('MANAGEMENT_TEAM_ID', '6');
+define('BUSINESS_SUPPORT_TEAM_ID', '7');
+define('POS_TEAM_ID', '8');
 
 /**
  * @User Teams Constant

app/Config/Database.php

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

app/Config/Filters.php

@@ -12,6 +12,7 @@ use CodeIgniter\Filters\SecureHeaders;
 use App\Filters\AuthMVC;
 use App\Filters\HttpRequestLog;
 use App\Filters\CloseDbConnection;
+use App\Filters\AuthClientApi;
 
 use App\Filters\AuthJWT;
 
@@ -34,6 +35,7 @@ class Filters extends BaseConfig
         'authMVC'        => AuthMVC::class,
         'HttpRequestLog' => HttpRequestLog::class,
         'authJWT'        => AuthJWT::class,
+        'AuthClientApi' =>  AuthClientApi::class,
         'CloseDbConnection'        => CloseDbConnection::class
     ];
 

app/Config/Routes.php

@@ -32,6 +32,7 @@ $routes->get("sendextraparam", "ClientController::sendextraparam");
 $routes->get("updateRenewalData", "ClientController::updateRenewalData");
 $routes->get("updateRenewalDataNotExistingClient", "ClientController::updateRenewalDataNotExistingClient");
 $routes->get("updateRenewalInsurerData", "ClientController::updateRenewalInsurerData");
+$routes->get("sendMutipleToEmails", "MasterController::sendMutipleToEmails");
 // $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
 // $routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
 // $routes->post("employeeUpload", "EmployeeRestController::employeeUpload");
@@ -52,6 +53,10 @@ $routes->get('/update-emp-policy-status', 'ClientController::updateEmpAndPolicyS
 $routes->get('download-e-card/(:any)', 'EmployeeController::generateIDCardForEmployee/$1');
 $routes->get('download-kyc-docs/(:segment)', 'ClientController::downloadKYCDocument/$1');
 $routes->get('claim-form-download/(:any)', 'TicketController::downloadClaimForm/$1');
+$routes->match (['get','post'],"claims-feedback-form/(:any)/(:any)", "TicketController::viewClaimFeedbackForm/$1/$2");
+$routes->match (['get','post'],"claims-feedback-form/(:any)", "TicketController::viewClaimFeedbackForm/$1");
+
+
 
 $routes->group("/user", ["filter" => "authMVC"], function ($routes) {
     $routes->post("create", "UserController::create");
@@ -68,6 +73,7 @@ $routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
     $routes->get('get-notification', 'DashboardController::getDashboardNotifications');
     $routes->get('acknowledge-notification/(:segment)', 'DashboardController::acknowledgeMessage/$1');
     $routes->get('get-pending-action', 'PendingActionsController::getPendingActions');
+    $routes->post("prepareClaimSearchData","DashboardController::prepareClaimSearchData");
 });
 
 $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
@@ -83,6 +89,8 @@ $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
     $routes->get('view_deposit/(:num)', 'ClientController::view_Deposit/$1');
     $routes->get('createtransaction', 'ClientController::createtransaction');
     $routes->post('save_deposit', 'ClientController::saveDeposit');
+    $routes->post("saveApiData", "ClientController::saveApiData");
+    $routes->get("generateToken","ClientController::sendToken");
     // $routes->get('view_Deposit/(:num)/(:num)','ClientController/view_Deposit/$1/$2');
 
     $routes->group("notification", ["filter" => "authMVC"], function ($routes) {
@@ -315,8 +323,8 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get("test_mail", "MasterController::testGmailAPI");
     $routes->post("test_mail", "MasterController::testGmailAPI");
     $routes->get("check_policy_no/(:any)", "ClientController::check_policy_no/$1");
-    $routes->get("get_client_policy_data_using_policy_no/(:any)", "ClientController::get_client_policy_data_using_policy_no/$1");
-    $routes->get("get_client_policy_data_using_policy_no_and_endo_no/(:any)", "ClientController::get_client_policy_data_using_policy_no_and_endo_no/$1");
+    $routes->get("get_client_policy_data_using_policy_no", "ClientController::get_client_policy_data_using_policy_no");
+    $routes->get("get_client_policy_data_using_policy_no_and_endo_no", "ClientController::get_client_policy_data_using_policy_no_and_endo_no");
     $routes->get("checkInvoiceStatus/(:any)", "PolicyTransactionController::checkInvoiceStatus/$1");
     $routes->get("base_policy_for_policy_inception/(:any)", "PolicyTransactionController::getBasePolicy/$1");
     $routes->get("sentTestMail/(:any)", "NotificationController::sentTestMail/$1");
@@ -348,12 +356,20 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get('getTheEmpDataForClaimSearchByMobile/(:any)', 'ClientController::getTheEmpDataForClaimSearchByMobile/$1');
     $routes->get('getLeadNonEB/(:any)', 'LeadsController::getLeadNonEB/$1');
     $routes->get('getPolicyTypeFields', 'LeadsController::getPolicyTypeFields');
+    $routes->get('removeMultiFile', 'LeadsController::removeMultiFile');
+    $routes->get('removeInstallments', 'LeadsController::removeInstallments');
 });
 
+$routes->post("policy_tranction/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
+$routes->cli("cli/sendInstallmentRemainderMail","PolicyTransactionController::sendInstallmentRemainderMail");
+
 $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
+    $routes->post("getMoreInfo","PolicyTransactionController::getMoreInfo");
+    $routes->post("saveInstallment","PolicyTransactionController::saveInstallment");
+
     $routes->group("inception", ["filter" => "authMVC"], function ($routes) {
-        $routes->get("list", "PolicyTransactionController::viewInception");
+        $routes->match(['get', 'post'], 'list', 'PolicyTransactionController::viewInception');
         $routes->post("create", "PolicyTransactionController::createInceptionPolicy");
         $routes->get("list/(:any)", "PolicyTransactionController::getInceptionDataForEdit/$1");
         $routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@@ -368,7 +384,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
     });
 
     $routes->group("report", ["filter" => "authMVC"], function ($routes) {
-        $routes->get("list", "PolicyTransactionController::reportBDS");
+        $routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
         $routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
         $routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
         $routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
@@ -404,6 +420,7 @@ $routes->group("leads", ["filter" => "authMVC"], function ($routes) {
 
 $routes->group("rfq", ["filter" => "authMVC"], function ($routes) {
     $routes->post("create", "LeadsController::createRFQ");
+    $routes->post("savePolicyInfo", "LeadsController::savePolicyInfo");
     $routes->post("createQCR", "LeadsController::createQCR");
     $routes->get("list/(:any)", "LeadsController::viewRFQ/$1");
     $routes->get("nonEB","LeadsController::rfqNonEB");
@@ -431,6 +448,7 @@ $routes->cli('cli/new_gdrive_token', 'GoogleDriveController::generateNewGoogleDr
 //crone job
 $routes->cli('cli/enrollOpendAndClose', 'DashboardController::updatePolicyEnrollmentStatus');
 $routes->cli("cli/sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
+$routes->cli('cli/update-emp-policy-status', 'ClientController::updateEmpAndPolicyStatus');
 
 //Employee login api's
 $routes->post("/employeeRest/verifyEmployeeNumber", "RestAuthenticationController::verifyEmployeeWithMobileNumber");
@@ -439,6 +457,9 @@ $routes->post("/employeeRest/verifyMpin", "RestAuthenticationController::verifyM
 $routes->post("/employeeRest/checkMpin", "RestAuthenticationController::checkMpin");
 $routes->post("/employeeRest/verifyEmployeeEmailId", "RestAuthenticationController::verifyEmployeeWithEmailId");
 $routes->post("/employeeRest/updateEmpOTP", "RestAuthenticationController::updateEmpOTP");
+$routes->post("/employeeRest/updateEmpMPIN", "RestAuthenticationController::updateEmpMPIN");
+// $routes->post("/employeeRest/saveMpin", "RestAuthenticationController::saveMpin");
+
 
 //HR login api's
 $routes->post("/employeeRest/verifyHrWithMobileNumber", "RestAuthenticationController::verifyHrWithMobileNumber");
@@ -461,6 +482,11 @@ $routes->group("/api", ["filter" => "authJWT"], function ($routes) {
     $routes->get('get_ticket_data',"EmployeeRestController::get_ticket_data");
 });
 
+$routes->post("employeeRest/saveMpin", "RestAuthenticationController::saveMpin");
+$routes->post("employeeRest/updateMpin", "RestAuthenticationController::updateMpin");
+
+
+
 $routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
 $routes->get("getAddOnPolicy", "EmployeeRestController::getAddOnPolicy");
 $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
@@ -468,8 +494,7 @@ $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
     $routes->post("getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");
 
     $routes->post("storeFireBase", "EmployeeRestController::storeFireBase");
-    $routes->post("saveMpin", "RestAuthenticationController::saveMpin");
-    $routes->post("updateMpin", "RestAuthenticationController::updateMpin");
+    // $routes->post("updateMpin", "RestAuthenticationController::updateMpin");
     $routes->post("getChatResponse", "ChatBotController::getChatResponse");
     $routes->get("getEmployeeProfile", "EmployeeRestController::getEmployeeProfile");
 
@@ -502,6 +527,8 @@ $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
     $routes->get("getEmployeeActiveOrInactivePolicy", "EmployeeRestController::getEmployeeActiveOrInactivePolicy");
     $routes->get("getFEContent", "EmployeeRestController::getFEContent");
     $routes->get("getAdvertisementImage", "EmployeeRestController::getAdvertisementImage");
+    $routes->get("getWellnessURL", "EmployeeRestController::getWellnessURL");
+
     // $routes->post('postDataForTicket',"EmployeeRestController::postDataForTicket");
 });
 $routes->get("getEmployeeActiveOrInactivePolicy", "EmployeeRestController::getEmployeeActiveOrInactivePolicy");
@@ -514,19 +541,22 @@ $routes->get("getBackToEnrolledDetails", "EmployeeRestController::getBackToEnrol
 
 // Ticketing System End's
 
-
+$routes->get("autobookstackLogin", "RestAuthenticationController::bookstackLoginToken");
 //BDSReports
 $routes->group("/bdsReport", ["filter" => "authMVC"], function ($routes) {
     $routes->match( ['get', 'post'], 'irba_report','BDSReportController::irba_report');
     $routes->get('insurer_wise_data/(:any)','BDSReportController::Insurer_wise_Data/$1');
     $routes->get('bap_wise_data/(:any)','BDSReportController::Bap_Wise_Data/$1');
     $routes->match( ['get', 'post'], 'renewal_report','BDSReportController::renewalReport');
-
+    $routes->get('getTATReport','BDSReportController::bdsTATReport');
+    $routes->get("getMultiReport/(:any)", "BDSReportController::getMultiReport/$1");
 });
 
 //New Tickets
 $routes->group("/ticket", ["filter" => "authMVC"], function ($routes) {
    $routes->match( ['get', 'post'], 'list','TicketController::ticketList');
+   $routes->get('feedback-list','TicketController::feedbackList');
+   $routes->get('remove','TicketController::removeTicket');
    $routes->get('new/(:any)','TicketController::ticket_form/$1');
    $routes->post('create','TicketController::createTicket');
    $routes->post('update','TicketController::updateTicket');
@@ -538,6 +568,20 @@ $routes->group("/ticket", ["filter" => "authMVC"], function ($routes) {
    $routes->match( ['get', 'post'], 'ticket_reports','TicketController::ticketReports');
    $routes->post('getPolicyStartDate','TicketController::getPolicyStartDate');
    $routes->post("getPoliciesbyEmpID","TicketController::getPoliciesbyEmpID");
+   $routes->post("getMoreInfo","TicketController::getMoreInfo");
 //    $routes->post('ticket_messages','TicketController::getTicketMessage');
 });
 
+$routes->group("clientApi",["filter" => "AuthClientApi"], function ($routes){
+
+    $routes->post("getPolicyMaster","ClientAPIController::sendPolicyMaster");
+    $routes->post("getEmployeeMaster","ClientAPIController::sendEmpMaster");
+    $routes->post("getClaimMaster","ClientAPIController::sendClaimMaster");
+    // $routes->post("pushData","ClientWebHooksController::sendSample");
+});
+
+$routes->post("dispatchWebhookData/(:any)/(:any)",'ClientWebHooksController::pushData/$1/$2');
+
+
+$routes->post("retrieveWebhookDataEmp","ClientWebHooksController::pullData_emp");
+$routes->post("retrieveWebhookDataClaim","ClientWebHooksController::pullData_claim");

app/Controllers/BDSReportController.php

@@ -33,6 +33,7 @@ class BDSReportController extends AdminController
     protected $PTCOShareDetailsModel;
     protected $coShareStmtDetailsModel;
     protected $policyTypeModel;
+    protected $policyTatReportType;
 
     public function __construct()
     {
@@ -46,6 +47,13 @@ class BDSReportController extends AdminController
         $this->PTCOShareDetailsModel         = new PTCOShareDetailsModel();
         $this->coShareStmtDetailsModel       = new COShareStmtDetailsModel();
         $this->policyTypeModel               = new PolicyTypeModel();
+
+
+        $this->policyTatReportType = [
+            '1' => "TAT Band Wise report",
+            '2' => "Account Manger Status Wise Report",
+            '3' => "Account Manger TAT Wise Report"
+        ];
     }
 
     // public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate)
@@ -209,7 +217,7 @@ class BDSReportController extends AdminController
 
                 $html = view('bds_report_bap_wise_data', $viewData);
                 return $this->respond(['status' => true, 'html' => $html], 200);
-            } else if($report_type == 'bapInsurer'){
+            } else if ($report_type == 'bapInsurer') {
 
                 //Condition for BAP Insurer wise date
                 $category = $category == 'life' ? 1 : 0;
@@ -217,8 +225,7 @@ class BDSReportController extends AdminController
 
                 $html = view('irda_bap_insurer_report_list', $viewData);
                 return $this->respond(['status' => true, 'html' => $html], 200);
-
-            }else if($report_type == 'bapClient'){
+            } else if ($report_type == 'bapClient') {
 
                 //Condition for BAP Client wise date
                 $category = $category == 'life' ? 1 : 0;
@@ -226,8 +233,7 @@ class BDSReportController extends AdminController
 
                 $html = view('irda_bap_client_report_list', $viewData);
                 return $this->respond(['status' => true, 'html' => $html], 200);
-
-            }else if($report_type == 'client'){
+            } else if ($report_type == 'client') {
 
                 //Condition for Client wise date
                 $category = $category == 'life' ? 1 : 0;
@@ -517,7 +523,7 @@ class BDSReportController extends AdminController
 
             if (!empty($start_date) && !empty($end_date)) {
                 $fromDate = change_date_format($start_date);
-                $toDate = change_date_format($end_date);                
+                $toDate = change_date_format($end_date);
             }
 
             $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
@@ -597,7 +603,7 @@ class BDSReportController extends AdminController
 
     //         $db = db_connect();
     //         $builder = $db->query("
-        
+
     //             select ins.id, ins.name as insurer_name, 
 
     //             -- Health Policies
@@ -706,7 +712,7 @@ class BDSReportController extends AdminController
     //             life_premium DESC,
     //             marine_cargo_premium DESC,
     //             marine_hull_premium DESC;
-        
+
     //     ");
 
     //         // Get the query
@@ -745,7 +751,7 @@ class BDSReportController extends AdminController
 
     //         $db = db_connect();
     //         $builder = $db->query("
-        
+
     //             SELECT 
     //                 c.id AS client_id,
     //                 c.client_name,
@@ -808,7 +814,7 @@ class BDSReportController extends AdminController
     //                 life_premium DESC,
     //                 marine_cargo_premium DESC,
     //                 marine_hull_premium DESC
-        
+
     //     ");
 
     //         // Get the query
@@ -847,11 +853,11 @@ class BDSReportController extends AdminController
 
     //         $db = db_connect();
     //         $builder = $db->query("
-        
+
     //             select 
     //                 c.id as client_id,
     //                 c.client_name,
-                    
+
     //                 (
     //                     select 
     //                         count(policy_transaction.id)
@@ -862,7 +868,7 @@ class BDSReportController extends AdminController
     //                     and policy_transaction.is_active = 1
 
     //                 ) as policy_count,
-                    
+
     //                 COALESCE((
     //                     select 
     //                         sum(stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt) as premium
@@ -873,9 +879,9 @@ class BDSReportController extends AdminController
     //                     and stmt.is_active = 1
     //                     and ptco.is_active = 1
     //                     and pt.is_active = 1
-                        
+
     //                 ), 0) as premium
-                    
+
     //             from clients c
     //             join policy_transaction on c.id = policy_transaction.client_id AND policy_transaction.policy_issue_date >= '$fromDate' AND policy_transaction.policy_issue_date <= '$toDate'
     //             join policy_type on policy_transaction.policy_type_id = policy_type.id and policy_type.policy_category = $category
@@ -910,7 +916,6 @@ class BDSReportController extends AdminController
             $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
             $data['page_name'] = "Renewal Report";
             return $this->loadLayout('renewal_search', $data);
-
         } else {
 
             $fromDate = $this->request->getPost('fromDate');
@@ -927,4 +932,224 @@ class BDSReportController extends AdminController
             return $this->respond(['status' => true, 'html' => $html], 200);
         }
     }
+
+    public function bdsTATReport()
+    {
+        $sql = "
+            SELECT
+            tc.TAT_Category,
+            COALESCE(SUM(CASE WHEN subquery.status = 'under_process' THEN 1 ELSE 0 END), 0) AS `Under Process`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'client_pending' THEN 1 ELSE 0 END), 0) AS `Client Pending`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'insurer_pending' THEN 1 ELSE 0 END), 0) AS `Insurer Pending`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'instalment_pending' THEN 1 ELSE 0 END), 0) AS `Instalment Pending`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'co_insurer_pending' THEN 1 ELSE 0 END), 0) AS `Co-Insurer Pending`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'tpa_pending' THEN 1 ELSE 0 END), 0) AS `TPA Pending`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'validated' THEN 1 ELSE 0 END), 0) AS `Validated`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'cancelled' THEN 1 ELSE 0 END), 0) AS `Cancelled`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'completed' THEN 1 ELSE 0 END), 0) AS `Completed`,
+            COALESCE(SUM(CASE WHEN subquery.status = 'lost' THEN 1 ELSE 0 END), 0) AS `Lost`            FROM
+            (
+                SELECT 'Above 12 Days' AS TAT_Category
+                UNION ALL
+                SELECT '9-12 Days'
+                UNION ALL
+                SELECT '5-8 Days'
+                UNION ALL
+                SELECT '0-4 Days'
+            ) AS tc
+            LEFT JOIN (
+                SELECT
+                pt.id AS policy_id,
+                ls.status,
+                CASE
+                    WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 0 AND 4 THEN '0-4 Days'
+                    WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 5 AND 8 THEN '5-8 Days'
+                    WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 9 AND 12 THEN '9-12 Days'
+                    ELSE 'Above 12 Days'
+                END AS TAT_Category
+                FROM
+                policy_transaction pt
+                LEFT JOIN (
+                SELECT 
+                    pts1.*
+                FROM 
+                    policy_transaction_status pts1
+                INNER JOIN (
+                    SELECT 
+                    policy_tran_id,
+                    MAX(created_at) AS max_created_at
+                    FROM 
+                    policy_transaction_status
+                    WHERE is_active = 1
+                    GROUP BY policy_tran_id
+                ) pts2 
+                ON pts1.policy_tran_id = pts2.policy_tran_id 
+                AND pts1.created_at = pts2.max_created_at
+                WHERE pts1.is_active = 1
+                ) ls 
+                ON pt.id = ls.policy_tran_id
+                WHERE pt.is_active = 1
+            ) AS subquery 
+            ON tc.TAT_Category = subquery.TAT_Category
+            GROUP BY
+            tc.TAT_Category
+            ORDER BY
+            FIELD(tc.TAT_Category, '0-4 Days', '5-8 Days' , '9-12 Days' , 'Above 12 Days' )
+            ";
+
+        // Run the query
+        $db = \Config\Database::connect();
+        $query = $db->query($sql);
+
+        // Get the result
+        $result = $query->getResultArray();
+        // dd(db_connect()->getLastQuery(),$result);
+        $data['data'] = $result;
+        // dd($data, get_role_id(), ENROLLMENT_TEAM_ID, user_team());
+        // return $this->loadLayout('bds_tat_wise_report', $data);
+
+        return $result;
+    }
+
+    public function accountMangerStatusBDSReport()
+    {
+        $data['page_name'] = "Account Manager BDS Report";
+
+        $sql = "
+            SELECT 
+                COALESCE(ACM_Name, 'Total') AS ACM_Name,
+                COALESCE(SUM(CASE WHEN status = 'instalment_pending' THEN 1 ELSE 0 END), 0) AS `Instalment Pending`,
+                COALESCE(SUM(CASE WHEN status = 'under_process' THEN 1 ELSE 0 END), 0) AS `Under Process`,
+                COALESCE(SUM(CASE WHEN status = 'client_pending' THEN 1 ELSE 0 END), 0) AS `Client Pending`,
+                COALESCE(SUM(CASE WHEN status = 'co_insurer_pending' THEN 1 ELSE 0 END), 0) AS `Co Insurer Pending`,
+                COALESCE(SUM(CASE WHEN status = 'tpa_pending' THEN 1 ELSE 0 END), 0) AS `TPA Pending`,
+                COALESCE(SUM(CASE WHEN status = 'validated' THEN 1 ELSE 0 END), 0) AS `Validated`,
+                COALESCE(SUM(CASE WHEN status = 'cancelled' THEN 1 ELSE 0 END), 0) AS `Cancelled`,
+                COALESCE(SUM(CASE WHEN status = 'completed' THEN 1 ELSE 0 END), 0) AS `Completed`,
+                COALESCE(SUM(CASE WHEN status = 'lost' THEN 1 ELSE 0 END), 0) AS `Lost`,
+                COALESCE(SUM(CASE WHEN status = 'insurer_pending' THEN 1 ELSE 0 END), 0) AS `Insurer Pending`
+
+            FROM (
+                SELECT 
+                    up.first_name AS ACM_Name,
+                    ls.status
+                FROM policy_transaction pt
+                JOIN clients c ON pt.client_id = c.id AND c.is_active = 1
+                JOIN client_rm crm ON crm.client_id = c.id AND crm.is_active = 1 AND crm.level = 3 
+                JOIN user_profiles up ON up.id = crm.user_id AND up.is_active = 1
+                LEFT JOIN (
+                    SELECT 
+                        pts1.policy_tran_id,
+                        pts1.status,
+                        pts1.created_at
+                    FROM policy_transaction_status pts1
+                    INNER JOIN (
+                        SELECT 
+                            policy_tran_id,
+                            MAX(created_at) AS max_created_at
+                        FROM policy_transaction_status
+                        WHERE is_active = 1
+                        GROUP BY policy_tran_id
+                    ) pts2 
+                    ON pts1.policy_tran_id = pts2.policy_tran_id 
+                    AND pts1.created_at = pts2.max_created_at
+                    WHERE pts1.is_active = 1
+                ) ls ON pt.id = ls.policy_tran_id
+                WHERE pt.is_active = 1
+                AND DATEDIFF(CURDATE(), ls.created_at) >= 4
+            ) AS sub
+            GROUP BY ACM_Name;
+    ";
+
+        $db = \Config\Database::connect();
+        $query = $db->query($sql);
+
+        // Get the result
+        $result = $query->getResultArray();
+
+        return $result;        
+    }
+
+    public function accountManagerTatBDSReport(){
+
+        $sql = "
+            SELECT 
+                COALESCE(ACM_Name, 'Total') AS ACM_Name,
+                COALESCE(SUM(CASE WHEN tat_bucket = '0-4 Days' THEN 1 ELSE 0 END), 0) AS `0-4 Days`,
+                COALESCE(SUM(CASE WHEN tat_bucket = '5-8 Days' THEN 1 ELSE 0 END), 0) AS `5-8 Days`,
+                COALESCE(SUM(CASE WHEN tat_bucket = '9-12 Days' THEN 1 ELSE 0 END), 0) AS `9-12 Days`,
+                COALESCE(SUM(CASE WHEN tat_bucket = 'Above 12 Days' THEN 1 ELSE 0 END), 0) AS `Above 12 Days`
+            FROM (
+                SELECT 
+                    up.first_name AS ACM_Name,
+                    CASE
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 0 AND 4 THEN '0-4 Days'
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 5 AND 8 THEN '5-8 Days'
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 9 AND 12 THEN '9-12 Days'
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) > 12 THEN 'Above 12 Days'
+                        ELSE 'Unknown'
+                    END AS tat_bucket
+                FROM policy_transaction pt
+                JOIN clients c ON pt.client_id = c.id AND c.is_active = 1
+                JOIN client_rm crm ON crm.client_id = c.id AND crm.is_active = 1 AND crm.level = 3 
+                JOIN user_profiles up ON up.id = crm.user_id AND up.is_active = 1
+                LEFT JOIN (
+                    SELECT 
+                        pts1.policy_tran_id,
+                        pts1.status,
+                        pts1.created_at
+                    FROM policy_transaction_status pts1
+                    INNER JOIN (
+                        SELECT 
+                            policy_tran_id,
+                            MAX(created_at) AS max_created_at
+                        FROM policy_transaction_status
+                        WHERE is_active = 1
+                        GROUP BY policy_tran_id
+                    ) pts2 
+                    ON pts1.policy_tran_id = pts2.policy_tran_id 
+                    AND pts1.created_at = pts2.max_created_at
+                    WHERE pts1.is_active = 1
+                ) ls ON pt.id = ls.policy_tran_id
+                WHERE pt.is_active = 1
+                AND ls.created_at IS NOT NULL
+            ) AS sub
+            GROUP BY ACM_Name;
+
+        ";
+
+        $db = \Config\Database::connect();
+        $query = $db->query($sql);
+
+        // Get the result
+        $result = $query->getResultArray();
+
+        return $result;
+
+    }
+
+    public function getMultiReport($report_type){
+
+        $data['page_name'] = "BDS Report";
+
+        if ($report_type == 1){
+
+            $data['page_title'] = "BDS TAT Report";
+            $data['data'] = $this->bdsTATReport();
+        }else if ($report_type == 2){
+
+            $data['page_title'] = "Account Manager Status Report";
+            $data['data'] = $this->accountMangerStatusBDSReport();
+
+        }else{
+
+            $data['page_title'] = "Account Manager TAT Report";
+            $data['data'] = $this->accountManagerTatBDSReport();
+
+        }
+
+        return $this->loadLayout('bds_multi_report', $data);
+
+    }
 }
+

app/Controllers/Chatbot/EcardDownloadConversation.php

@@ -17,10 +17,14 @@ class EcardDownloadConversation extends Conversation
 
     protected function showEcardMenu()
     {
+        log_message('error', ('showEcardMenu function called'));
+
         $chat_session_info = get_chatbot_session_info();
         $policy_list = ChatbotHelper::getListOfPolicies($chat_session_info);
         $buttons = [];
         $question = 'Choose Policy to Download Ecard:';
+        log_message('error', ('policy_list : ' . json_encode($policy_list)));
+
         if(is_array($policy_list) && count($policy_list))
         {
             foreach($policy_list as $policy)

app/Controllers/Chatbot/MainMenuConversation.php

@@ -46,9 +46,16 @@ class MainMenuConversation extends Conversation
                 $this->bot->reply($message);
             }
 
+            log_message('error', ('user_reponse before: ' . $user_reponse));
+
+
             if (!$answer->isInteractiveMessageReply()) {
                     $user_reponse = null;            
             } 
+
+            log_message('error', ('user_reponse is interactive: ' . $answer->isInteractiveMessageReply()));
+
+            
             // Get just the existing path array
             $path = $this->bot->userStorage()->get('path') ?? [];
 
@@ -60,25 +67,35 @@ class MainMenuConversation extends Conversation
                 'path' => $path
             ]);
 
+            log_message('error', ('user_reponse after: ' . $user_reponse));
+
+
             switch ($user_reponse) {
 
                 case "ecard_download":
                     $this->bot->startConversation(new EcardDownloadConversation());
+                    log_message('error', 'ecard_download clicked ');
+
                     break;
                 case "network_hospital":
                     $this->bot->startConversation(new NetworkHospitalConversation());
+                    log_message('error', 'network_hospital clicked ');
                     break;
                 case "reimbursement_claim":
                     $this->bot->startConversation(new ReimbursementClaimProcessConversation());
+                    log_message('error', 'reimbursement_claim clicked ');
                     break;
                 case "reimbursement_status":
                     $this->bot->startConversation(new ReimbursementClaimStatusConversation());
+                    log_message('error', 'reimbursement_status clicked ');
                     break;
                 case "new_policy":
                 case "renew_policy":
                     $this->bot->startConversation(new policyConversation());
+                    log_message('error', 'renew_policy || new_policy clicked ');
                     break;
                 default:
+                log_message('error', 'default shown ');
                     $this->say("Invalid selection. Please choose an option.");
                     $this->bot->startConversation(new MainMenuConversation());
                     break;

app/Controllers/Chatbot/NetworkHospitalConversation.php

@@ -59,7 +59,10 @@ class NetworkHospitalConversation extends Conversation
             $this->bot->userStorage()->save([
                 'path' => $path
             ]);
+            log_message('error', ('user_reponse : ' . $answer->getValue()));
+
             switch ($answer->getValue()) {
+
                  case is_string($answer->getValue()) && is_array(explode('#',$answer->getValue())) &&  count((explode('#',$answer->getValue()))) == 2:
                    
                     $client_poilicy_id = explode('#',$answer->getValue())[1];

app/Controllers/Chatbot/policyConversation.php

@@ -46,6 +46,9 @@ class policyConversation extends Conversation
             if (!$answer->isInteractiveMessageReply()) {
                     $user_reponse = null;            
             } 
+
+            log_message('error', ('user_reponse : ' . $answer->getValue()));
+
             $path = $this->bot->userStorage()->get('path');
             array_push($path, 
                 $answer->getValue()

app/Controllers/ChatbotControllerNew.php

@@ -84,12 +84,13 @@ class ChatbotControllerNew extends BaseController
 
     public function index()
     {
+        
        if($this->session->get('CHATBOT_RANDOM_USER_ID') == '-' || $this->session->get('CHATBOT_RANDOM_USER_ID') == '')
         {
 
             $user = $this->botman->getUser();
             $id = $user->getId();
-            // $this->myLogger->logme('error', ('TEST' . $id));
+            $this->myLogger->logme('error', ('TEST' . $id));
             $this->session->set('CHATBOT_RANDOM_USER_ID', $id);
         }
 
@@ -100,6 +101,7 @@ class ChatbotControllerNew extends BaseController
         }
     
         $this->botman->hears('.*', function ($bot) {
+        log_message("error","Inside Bot Type Function");
 
            $bot->types(); // Typing indicator for the first message
            sleep(0.5); // Delay
@@ -128,14 +130,14 @@ class ChatbotControllerNew extends BaseController
         $this->botman->listen();
     }
 
-    private function registerHandlers()
-    {
-        // Handling Policy and Claims
-        $this->botman->hears('group:policy:{option}', [\App\Controllers\Chatbot\PolicyHandler::class, 'handle']);
-        $this->botman->hears('group:claim:{option}', [\App\Libraries\Chatbot\ClaimHandler::class, 'handle']);
+    // private function registerHandlers()
+    // {
+    //     // Handling Policy and Claims
+    //     $this->botman->hears('group:policy:{option}', [\App\Controllers\Chatbot\PolicyHandler::class, 'handle']);
+    //     $this->botman->hears('group:claim:{option}', [\App\Libraries\Chatbot\ClaimHandler::class, 'handle']);
 
 
-    }
+    // }
 
     public function chatbot()
     {

app/Controllers/ClientAPIController.php

@@ -0,0 +1,310 @@
+<?php
+
+namespace App\Controllers;
+
+use App\Controllers\BaseController;
+use CodeIgniter\HTTP\ResponseInterface;
+use CodeIgniter\API\ResponseTrait;
+
+use App\Helpers\ClientTokenHelper;
+use App\Helpers\ClientQueryHelper;
+
+use App\Models\ClientApiModel;
+use App\Models\ClientPolicyModel;
+
+use App\Controllers\TicketController;
+
+class ClientAPIController extends BaseController
+{
+
+    use ResponseTrait;
+
+    protected $clientAPI;
+    protected $clientPolicy;
+    protected $myLogger;
+    protected $clientQueryHelper;
+    protected $clientTokenHelper;
+    protected $ticketController;
+
+    protected $operators;
+    protected $propertyNames;
+
+    public function __construct()
+    {
+        set_session_context('Client API Controller');
+        $this->myLogger = \Config\Services::mylogger();
+
+        //models
+        $this->clientAPI = new ClientApiModel();
+        $this->clientPolicy = new ClientPolicyModel();
+
+        //helper
+        $this->clientQueryHelper = new ClientQueryHelper();
+
+        //controller
+        $this->ticketController = new TicketController();
+
+        //variables
+        $this->operators = [
+
+            "GT" => ">",
+            "LT" => "<",
+            "GTE" => ">=",
+            "LTE" => "<=",
+            "ET" => "=",
+            "NE" => "!=",
+            "LIKE" => "LIKE",
+            "NL" => "NOT LIKE",
+            "BTW" => "BETWEEN",
+            "NB" => "NOT BETWEEN",
+            "IS" => "IS NULL",
+            "ISN" => "IS NOT NULL",
+    
+        ];
+        $this->propertyNames = [
+            'empMaster' => ['name','emp_code','relationship','client_branch_id','emp_status','mobile','email_corporate','change_event','dob','doj','band','gender'],
+            'claimMaster' => ['emp_name','insured_name',"emp_code",'policy_no','emp_mobile','emp_mail','hospital_name','claim_type','claim_status','claim_no','claim_amount','claim_date','si_amt','raised_date','registration_date','denial_date','denial_reason','approved_amount','utr_details','return_remark','cancel_remark','non_id_reason','head_rejection_reason'],
+        ];
+
+    }
+
+    public function validateToken()
+    {
+
+        try {
+
+            $authHeader = $this->request->getHeaderLine('Authorization');
+
+            // Check if header exists
+            if (empty($authHeader)) {
+                $this->myLogger->log('error', 'Authorization header missing');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Authorization header missing', 'code' => 401]], 401);
+            }
+
+            // Check if Bearer is present
+            if (!str_contains($authHeader, 'Bearer ')) {
+                $this->myLogger->log('error', 'Authorization Bearer missing');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Invalid Authorization header', 'code' => 401]], 401);
+            }
+
+            // Extract the token
+            $token = str_replace('Bearer ', '', $authHeader);
+            if (empty($token)) {
+
+                $this->myLogger->log('error', 'Empty Token');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Invalid Token Format', 'code' => 401]], 401);
+            }
+
+            try {
+
+                // Extract client_id from the token
+                $client_id = ClientTokenHelper::extractClientId($token);
+            } catch (\Exception $e) {
+                $this->myLogger->log('error', 'Invalid Client Token Format');
+
+                return $this->respond(['status' => "Failure", 'error' => 'Invalid Token Format'], 401);
+            }
+
+            // Fetch client details from the database
+            $client = $this->clientAPI->where('client_id', $client_id)->where("is_active", 1)->where("api_access", 1)->first();
+
+            // Client validation
+            if (!$client) {
+                $this->myLogger->log('error', 'Client Not Found or Unauthorized');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Client not found or unauthorized', 'code' => '403']], 403);
+            }
+
+            // Validate the token
+            if (hash_equals($client['client_token'], $token)) {
+                $this->myLogger->log('error', 'Access Granted For Client : ' . $client_id);
+                return true;
+            } else {
+                $this->myLogger->log('error', 'Invalid Token given for client : ' . $client_id);
+                return $this->respond([
+                    'status' => "Failure",
+                    'error' => ['message' => 'Invalid token', 'code' => 401]
+                ], 401);
+            }
+        } catch (\Exception $e) {
+            log_message('error', 'Error in ClientAPIController:validateToken - ' . $e->getMessage());
+            return $this->respond(['status' => "Failure", 'error' => ['message' => 'Internal Server Error', 'code' => 500]], 500);
+        }
+    }
+
+    public function getClientIdfromToken()
+    {
+        $authHeader = $this->request->getHeaderLine('Authorization');
+        $token = str_replace('Bearer ', '', $authHeader);
+        $client_id = ClientTokenHelper::extractClientId($token);
+
+        $this->myLogger->log('error', 'Client ID: ' . $client_id);
+        return [$client_id, $token];
+    }
+
+    public function sendPolicyMaster()
+    {
+
+        $data = $this->getClientIdfromToken();
+        $client_id = $data[0];
+        $keyString = $data[1];
+
+        // Extract only the actual key (after colon)
+        // list($prefix, $hexKey) = explode(':', $keyString, 2);
+
+        // // Convert hex to binary (32 bytes)
+        // $key = hex2bin($hexKey);
+
+
+        $clientPolicy = $this->clientQueryHelper->clientPolicyMaster($client_id);
+
+        $this->myLogger->log('error', 'Client Policy Master: ' . json_encode($clientPolicy));
+
+
+        // $encode_data = ClientTokenHelper::encryptData($clientPolicy, $key);
+        // return $this->respond(['status' => "Success", 'data' => $encode_data], 200);
+
+        return $this->respond(['status' => "Success", 'data' => $clientPolicy], 200);
+    }
+
+
+    public function sendEmpMaster()
+    {
+        $data = $this->getClientIdfromToken();
+        $client_id = $data[0];
+        $keyString = $data[1];
+
+        $received_data = $this->request->getJSON();
+        $filters = $received_data->filters ?? null;
+        $limit = $received_data->limit ?? null;
+        $after = $received_data->after ?? 0;
+
+        if ($limit > getenv('MAX_LIMIT')) {
+            
+            $this->myLogger->log('error', "Limit exceeds maximum allowed limit");
+            return $this->respond(['status' => "Failure", 'error' => ['message' => 'Limit exceeds maximum allowed limit', 'code' => 400]], 400);
+        }
+
+        try{
+            if (!empty($filters)) {
+                $whereConditions = $this->prepareWhereConditions($filters,"",'empMaster');
+                $employees = $this->clientQueryHelper->sendEmpMaster($client_id, $whereConditions,!empty($limit) ? $limit : 10,$after);
+            }else{
+                $employees = $this->clientQueryHelper->sendEmpMaster($client_id, [],!empty($limit) ? $limit : 10,$after);
+            }
+        }catch (\InvalidArgumentException $e) {
+            return $this->respond(['status' => "Failure",'error' => ['message' => $e->getMessage(), 'code' => 400]], 400);
+        }
+
+        foreach ($employees as &$employee){
+
+            $employee['policy_details'] = $this->clientQueryHelper->sendEmpPolicies($employee['ref_no']);
+        }
+
+        $next_after = (count($employees) < $limit) ? null : ($after + $limit);
+
+        if (!empty($employees)){
+            return $this->respond(['Status' => "Success","data" => $employees,'next_after'=>$next_after], 200);
+        }else{
+            return $this->respond(['Status' => "Failure","error" => ['message' => 'No Employees Found', 'code' => 404]], 404);
+        }
+    }
+
+    public function sendClaimMaster()
+    {
+        $policy_type = $this->ticketController->ticketType;
+
+        $data = $this->getClientIdfromToken();
+        $client_id = $data[0];
+        $keyString = $data[1];
+
+        $received_data = $this->request->getJSON();
+        $filters = $received_data->filters ?? null;
+        $limit = $received_data->limit ?? null;
+        $after = $received_data->after ?? 0;
+
+        if ($limit > getenv('MAX_LIMIT')) {
+            $this->myLogger->log('error', "Limit exceeds maximum allowed limit");
+            return $this->respond(['status' => "Failure", 'error' => ['message' => 'Limit exceeds maximum allowed limit', 'code' => 400]], 400);
+        }
+
+        try{
+            if (!empty($filters)) {
+                $whereConditions = $this->prepareWhereConditions($filters,"ticket_master",'claimMaster');
+                $claimDetails = $this->clientQueryHelper->sendClaimMaster($client_id,$whereConditions,!empty($limit) ? $limit : 10);
+            }else{
+                $claimDetails = $this->clientQueryHelper->sendClaimMaster($client_id, [],!empty($limit) ? $limit : 10);
+            }
+    
+        } catch (\InvalidArgumentException $e) {
+            return $this->respond(['status' => "Failure",'error' => ['message' => $e->getMessage(), 'code' => 400]], 400);
+        }
+
+        foreach ($claimDetails as &$claim){
+
+            $claim['policy_type'] = $policy_type[$claim['policy_type']];
+        }
+        // dd($claimDetails);
+
+        $next_after = (count($claimDetails) < $limit) ? null : ($after + $limit);
+
+
+        if (!empty($claimDetails)){
+            return $this->respond(['Status' => "Success","data" => $claimDetails,'next_after'=>$next_after], 200);
+        }else{
+            return $this->respond(['Status' => "Failure","error" => ['message' => 'No Claims Found', 'code' => 404]], 404);
+        }
+    }
+
+    public function prepareWhereConditions($filters,$tableName = null,$model)
+    {
+        $whereConditions = [];
+
+        foreach ($filters as $filter) {
+
+            $propertyName = $filter->propertyName;
+            $operator = $filter->operator;
+            $this->myLogger->log('error', 'Property Name: ' . $propertyName);
+            if (!in_array($operator, array_keys($this->operators))) {
+                $this->myLogger->log('error', 'Invalid operator: ' . $operator);
+                throw new \InvalidArgumentException('Invalid operator');
+            }
+            if (!in_array($propertyName, $this->propertyNames[$model])) {
+                $this->myLogger->log('error', 'Invalid property name: ' . $propertyName);
+                throw new \InvalidArgumentException('Invalid property name '.$propertyName);
+            }
+            $value = isset($filter->value) ? $filter->value : null;
+            $sqlOperator = $this->operators[$operator];
+
+            $column = !empty($tableName) ? "{$tableName}.{$propertyName}" : $propertyName;
+
+            if ($sqlOperator === '=') {
+                $whereConditions[$column] = $value;
+            } else if($sqlOperator == "LIKE" || $sqlOperator == "NOT LIKE") {
+                $whereConditions["{$column} {$sqlOperator}"] = "%{$value}%";
+                
+            } else if ($sqlOperator == 'BETWEEN') {
+                if (is_array($value) && count($value) === 2) {
+                    // $whereConditions[] = [$column, $sqlOperator, $value[0]];
+                    $whereConditions["{$column} >="] = $value[0];
+                    $whereConditions["{$column} <="] = $value[1];
+
+                } else {
+                    return $this->respond(['status' => "Failure", 'error' => ['message' => 'Invalid value for BETWEEN operator', 'code' => 400]], 400);
+                }
+            }else if ($sqlOperator == 'NOT BETWEEN') {
+                if (is_array($value) && count($value) === 2) {
+                    $whereConditions["{$column} <="] = $value[0];
+                    $whereConditions["{$column} >="] = $value[1];
+                } else {
+                    return $this->respond(['status' => "Failure", 'error' => ['message' => 'Invalid value for NOT BETWEEN operator', 'code' => 400]], 400);
+                }
+            }else {
+                $whereConditions["{$column} {$sqlOperator}"] = $value;
+            }
+            
+        }
+
+        return $whereConditions;
+    }
+    
+}

app/Controllers/ClientWebHooksController.php

@@ -0,0 +1,319 @@
+<?php
+
+namespace App\Controllers;
+
+use App\Controllers\BaseController;
+use CodeIgniter\API\ResponseTrait;
+use CodeIgniter\HTTP\ResponseInterface;
+
+use App\Models\ClientApiModel;
+use App\Models\ClientPolicyModel;
+
+use App\Helpers\clientWebHookHelper;
+use App\Helpers\ClientTokenHelper;
+use Exception;
+
+class ClientWebHooksController extends BaseController
+{
+    use ResponseTrait;
+    protected $myLogger;
+    protected $clientAPI;
+    protected $clientPolicy;
+
+    protected $webHookHelper;
+    protected $clientTokenHelper;
+
+
+    public function __construct()
+    {
+        set_session_context('Client Webhook Controller');
+        $this->myLogger = \Config\Services::mylogger();
+
+        //models
+        $this->clientAPI = new ClientApiModel();
+        $this->clientPolicy = new ClientPolicyModel();
+
+        // Helpers 
+        $this->webHookHelper = new clientWebHookHelper();
+        $this->clientTokenHelper = new ClientTokenHelper();
+    }
+
+    public function pushData($clientID, $type)
+    {
+        if ($type == 1) {
+
+            $webHookType = "emp";
+        } else if ($type == 2) {
+
+            $webHookType = "claim";
+        }
+        log_message('error', 'Client ID: ' . $clientID);
+        log_message('error', 'Webhook Type: ' . $webHookType);
+        // Validate client ID
+        if (empty($clientID)) {
+            return $this->respond(["status" => "Failure", "error" => ["message" => 'Client ID is required.', "code" => 400]], 400);
+        }
+        $webhookData = $this->clientAPI->where('client_id', $clientID)->where('is_active', 1)->first();
+        if (empty($webhookData)) {
+            log_message('error', 'Client Not Found or Unauthorized');
+            return $this->respond(["status" => "Failure", "error" => ["message" => 'Client Not Found or Client Does not have any Active Hooks.', "code" => 404]], 404);
+        }
+        $url = $webhookData[$webHookType . '_url'];
+        if (empty($url)) {
+            log_message('error', 'No active webhook found for the client.');
+            return $this->respond(["status" => "Failure", "error" => ["message" => 'No active webhook found for the client.', "code" => 404]], 404);
+        }
+
+
+        $method = $webhookData[$webHookType . '_method'];
+        $auth_method = $webhookData[$webHookType . '_tkn_type'];
+        $token = $webhookData[$webHookType . '_token'];
+        $objectType = json_decode($webhookData[$webHookType . '_obj']);
+
+        try {
+            $client = \Config\Services::curlrequest();
+            $data = [
+                "name" => "Kavitha",
+                "emp_code" => "EMP001-K4",
+                "emp_status" => "active",
+                "mobile" => "2233448965"
+            ];
+
+            try {
+                $mapped_data = $this->webHookHelper->mapObjectType($data, $objectType);
+            } catch (Exception $e) {
+                $errorMessage = "Object Mapping Failed: " . $e->getMessage();
+                log_message('error', $errorMessage);
+
+                return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Object Mapping Failed"]], 500);
+            }
+
+            // Create payload
+            $payload = [
+                'event_type' => 'insert',
+                'timestamp' => date('c'),
+                'data' => $mapped_data
+            ];
+
+            log_message("error", "Payload: " . json_encode($payload));
+
+            // Configure request headers
+            $headers = ['Content-Type' => 'application/json'];
+            if ($auth_method && $token) {
+                if (strtolower($auth_method) === 'bearer') {
+                    $headers['Authorization'] = 'Bearer ' . $token;
+                } else {
+                    $headers[$auth_method] = $token;
+                }
+            }
+
+            // Configure request based on method
+            $options = [
+                'headers' => $headers,
+                'timeout' => 10,
+                'http_errors' => false // Don't throw exceptions for 4xx/5xx responses
+            ];
+
+            if ($method === 'GET') {
+                $options['query'] = $payload;
+            } else {
+                $options['json'] = $payload;
+            }
+
+            // Execute webhook request
+            $response = $client->request($method, $url, $options);
+            $statusCode = $response->getStatusCode();
+            $responseBody = $response->getBody();
+
+            // Log and format response
+            $logMessage = "Webhook to {$url} returned status: {$statusCode}";
+            log_message('error', $logMessage);
+
+            return $this->respond(['status' => 'Success', "response" => $responseBody], $statusCode);
+        } catch (\Throwable $e) {
+            $errorMessage = "Webhook failed: " . $e->getMessage();
+            log_message('error', $errorMessage);
+
+            return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => $errorMessage, 'exception' => get_class($e)]], 500);
+        }
+    }
+
+    public function validateToken($type)
+    {
+        $type = $type == 1 ? "pull_emp_token" : "pull_claim_token";
+        try {
+
+            $authHeader = $this->request->getHeaderLine('Authorization');
+
+            // Check if header exists
+            if (empty($authHeader)) {
+                log_message('error', 'Authorization header missing');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Authorization header missing', 'code' => 401]], 401);
+            }
+
+            // Check if Bearer is present
+            if (!str_contains($authHeader, 'Bearer ')) {
+                log_message('error', 'Authorization Bearer missing');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Invalid Authorization header', 'code' => 401]], 401);
+            }
+
+            // Extract the token
+            $token = str_replace('Bearer ', '', $authHeader);
+            if (empty($token)) {
+
+                log_message('error', 'Empty Token');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Invalid Token Format', 'code' => 401]], 401);
+            }
+
+            try {
+
+                // Extract client_id from the token
+                $client_id = ClientTokenHelper::extractClientId($token);
+            } catch (\Exception $e) {
+                log_message('error', 'Invalid Client Token Format');
+
+                return $this->respond(['status' => "Failure", 'error' => 'Invalid Token Format'], 401);
+            }
+
+            // Fetch client details from the database
+            $client = $this->clientAPI->where('client_id', $client_id)->where("is_active", 1)->where("api_access", 1)->first();
+
+            // Client validation
+            if (!$client) {
+                log_message('error', 'Client Not Found or Unauthorized');
+                return $this->respond(['status' => "Failure", 'error' => ['message' => 'Client not found or unauthorized', 'code' => '403']], 403);
+            }
+
+            // Validate the token
+            if (hash_equals($client[$type], $token)) {
+                log_message('error', 'Access Granted For Client : ' . $client_id);
+                return true;
+            } else {
+                log_message('error', 'Invalid Token given for client : ' . $client_id);
+                return $this->respond([
+                    'status' => "Failure",
+                    'error' => ['message' => 'Invalid token', 'code' => 401]
+                ], 401);
+            }
+        } catch (\Exception $e) {
+            log_message('error', 'Error in ClientAPIController:validateToken - ' . $e->getMessage());
+            return $this->respond(['status' => "Failure", 'error' => ['message' => 'Internal Server Error', 'code' => 500]], 500);
+        }
+    }
+
+    public function getClientIdfromToken()
+    {
+        $authHeader = $this->request->getHeaderLine('Authorization');
+        $token = str_replace('Bearer ', '', $authHeader);
+        $client_id = ClientTokenHelper::extractClientId($token);
+
+        log_message('error', 'Client ID: ' . $client_id);
+        return [$client_id, $token];
+    }
+
+    public function pullData_emp()
+    {
+        $validationStatus = $this->validateToken(1);
+
+        $data = $this->getClientIdfromToken();
+        $client_id = $data[0];
+
+        log_message('error', "Pull data emp from Client ID: ". $client_id);
+        $client = $this->clientAPI->where('client_id', $client_id)->where("is_active", 1)->where("api_access", 1)->first();
+        if (empty($client)) {
+            log_message('error', 'Client Not Found or Unauthorized');
+            return $this->respond(['status' => 'Failure', 'error' => ['code' => 404, 'message' => 'Client Not Found or Unauthorized']], 404);
+        }
+
+        $objectType = $client['pull_emp_obj'];
+
+        if ($validationStatus) {
+            $responseBody = $this->request->getBody();
+            $data_to_map = json_decode($responseBody, true);
+            $objectType = json_decode($objectType, true);
+            if (!isset($data_to_map['data']) || !is_array($data_to_map['data'])) {
+
+                log_message('error', "Invalid Response from Endpoint 'data' Key Missing");
+                return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Invalid Response from Endpoint 'data' Key Missing"]], 500);
+            }
+
+            foreach ($data_to_map['data'] as $index => $item) {
+
+                try {
+                    $mapped_data = $this->webHookHelper->mapObjectType($item, $objectType);
+                } catch (Exception $e) {
+                    $errorMessage = "Object Mapping Failed: " . $e->getMessage();
+                    log_message('error', $errorMessage);
+
+                    return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Object Mapping Failed"]], 500);
+                }
+
+                try {
+                    $mapped_data['client_id'] = $client_id;
+                    $this->webHookHelper->insertData($mapped_data, 1);
+                } catch (Exception $e) {
+                    $errorMessage = "Data Insertion Failed: " . $e->getMessage();
+                    log_message('error', $errorMessage);
+
+                    return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Data Insertion Failed"]], 500);
+                }
+            }
+
+            log_message('error', "Data Inserted Successfully for Client ID: " . $client_id);
+            // Return success response
+            return $this->respond(['status' => 'Success', 'message' => "Data Inserted Successfully"], 200);
+        }
+    }
+
+    public function pullData_claim()
+    {
+        $validationStatus = $this->validateToken(2);
+
+        $data = $this->getClientIdfromToken();
+        $client_id = $data[0];
+        log_message('error', "Pull data claim from Client ID: ". $client_id);
+        $client = $this->clientAPI->where('client_id', $client_id)->where("is_active", 1)->where("api_access", 1)->first();
+        if (empty($client)) {
+            log_message('error', 'Client Not Found or Unauthorized');
+            return $this->respond(['status' => 'Failure', 'error' => ['code' => 404, 'message' => 'Client Not Found or Unauthorized']], 404);
+        }
+
+        $objectType = $client['pull_claim_obj'];
+
+        if ($validationStatus) {
+            $responseBody = $this->request->getBody();
+            $data_to_map = json_decode($responseBody, true);
+            $objectType = json_decode($objectType, true);
+            if (!isset($data_to_map['data']) || !is_array($data_to_map['data'])) {
+
+                log_message('error', "Invalid Response from Endpoint 'data' Key Missing");
+                return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Invalid Response from Endpoint 'data' Key Missing"]], 500);
+            }
+            foreach ($data_to_map['data'] as $index => $item) {
+                try {
+                    $mapped_data = $this->webHookHelper->mapObjectType($item, $objectType);
+                } catch (Exception $e) {
+                    $errorMessage = "Object Mapping Failed: " . $e->getMessage();
+                    log_message('error', $errorMessage);
+
+                    return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Object Mapping Failed"]], 500);
+                }
+
+                try {
+                    $mapped_data['client_id'] = $client_id;
+                    $this->webHookHelper->insertData($mapped_data, 2);
+                } catch (Exception $e) {
+                    $errorMessage = "Data Insertion Failed: " . $e->getMessage();
+                    log_message('error', $errorMessage);
+    
+                    return $this->respond(['status' => 'Failure', 'error' => ['code' => 500, 'message' => "Data Insertion Failed"]], 500);
+                }
+            }
+
+            
+            log_message('error', "Data Inserted Successfully for Client ID: " . $client_id);
+            // Return success response
+            return $this->respond(['status' => 'Success', 'message' => "Data Inserted Successfully"], 200);
+        }
+    }
+}

app/Controllers/DashboardController.php

@@ -21,6 +21,10 @@ use App\Models\NotificationModel;
 use App\Models\EmployeePolicyModel;
 use App\Controllers\PendingActionsContrller;
 use App\Controllers\EmpDataServiceController;
+use App\Models\TicketMasterModel;
+use App\Models\LeadsModel;
+use App\Models\TicketClaimStatusModel;
+
 
 class DashboardController extends AdminController
 {
@@ -33,8 +37,12 @@ class DashboardController extends AdminController
     protected $notificationModel;
     protected $employeePolicyModel;
     protected $policyTransactionModel;
+    protected $leadModel;
+    protected $ticketModel;
+    protected $ticketStatusModel;
     protected $policyStatus;
     protected $colorShades;
+    protected $claimDashLimit;
 
     protected $myLogger;
 
@@ -48,9 +56,76 @@ class DashboardController extends AdminController
         $this->employeePolicyModel = new EmployeePolicyModel();
         $this->clientModel         = new ClientModel();
         $this->policyTransactionModel         = new PolicyTransactionModel();
+        $this->ticketModel = new TicketMasterModel();
+        $this->leadModel = new LeadsModel();
+        $this->ticketStatusModel = new TicketClaimStatusModel();
 
         $this->myLogger = \Config\Services::mylogger();
 
+        $this->claimDashLimit = [
+            1 => [
+                'non_id' => 3,
+                'id_not_generated' => 3,
+                'cda' => 3,
+                'information_required' => 3,
+                'under_process' => 3,
+                'rejected' => 3,
+                'approved' => 3,
+                'payment_initiated' => 3,
+                'settled' => 3,
+                'closed' => 3,
+                'cancelled' => 3,
+                'returned' => 3
+            ],
+
+            2 => [
+                'claim_intimation' => 3,
+                'intimation_to_insurer' => 3,
+                'client_pending' => 3,
+                'insurer_pending' => 3,
+                'investigation' => 3,
+                'approved' => 3,
+                'closed' => 3,
+                'not_covered' => 3,
+                'settled' => 3,
+                'coverage_check' => 3,
+                'cancelled' => 3,
+                'returned' => 3,
+                'rejected' => 3,
+                'dv_sent_to_insured' => 3
+            ],
+            3   => [
+                'claim_intimation' => 3,
+                'intimation_to_insurer' => 3,
+                'client_pending' => 3,
+                'insurer_pending' => 3,
+                'investigation' => 3,
+                'approved' => 3,
+                'closed' => 3,
+                'not_covered' => 3,
+                'settled' => 3,
+                'coverage_check' => 3,
+                'cancelled' => 3,
+                'returned' => 3,
+                'rejected' => 3
+            ],
+            4 => [
+                'claim_intimation' => 3,
+                'intimation_to_insurer' => 3,
+                'client_pending' => 3,
+                'insurer_pending' => 3,
+                'investigation' => 3,
+                'approved' => 3,
+                'closed' => 3,
+                'not_covered' => 3,
+                'settled' => 3,
+                'coverage_check' => 3,
+                'cancelled' => 3,
+                'returned' => 3,
+                'rejected' => 3
+            ]
+        ];
+
         $this->policyStatus = [
             'under_process' => 'Under Process',
             'client_pending' => 'Client Pending',
@@ -92,7 +167,6 @@ class DashboardController extends AdminController
                 'linear-gradient(45deg, #494f4f, #353d3d)'  // SilverChalice shade 6
             ]
         ];
-
     }
 
     public function dashboard()
@@ -100,8 +174,10 @@ class DashboardController extends AdminController
 
         $data = [];
 
-        $db = db_connect();
-        $sql = "SELECT 
+        if (in_array(get_role_id(), [1, 2, 3, 5]) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) {
+
+            $db = db_connect();
+            $sql = "SELECT 
                     clients.id AS client_id, 
                     clients.client_name, 
                     clients.short_name,
@@ -144,38 +220,89 @@ class DashboardController extends AdminController
 
                 GROUP BY clients.id, client_branch.id";
 
-        $query = $db->query($sql);
-        $results = $query->getResultArray();
+            $query = $db->query($sql);
+            $results = $query->getResultArray();
 
-        $pendingActionsController = new PendingActionsController;
-        $pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
-        $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
-        $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
-        $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
-        $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
+            $pendingActionsController = new PendingActionsController;
+            $pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
+            $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
+            $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
+            $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
+            $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
 
 
-        $data['client_branch_emp_list'] = $results;
-        $session = \Config\Services::session();
-        $session->set('enrollment_data', json_encode($data));  
+            $data['client_branch_emp_list'] = $results;
+            $session = \Config\Services::session();
+            $session->set('enrollment_data', json_encode($data));
+
+            // echo "<pre>";
+            $data['pendingActionsData'] = $pendingActionsData;
+            $data['businessTeamCount'] = count($businessTeamData) ?? 0;
+            // dd($businessTeamData);
+            $data['financeTeamCount'] = count($financeTeamData) ?? 0;
+            $data['businessTeamStatusData'] = $businessTeamStatusData;
+            $data['financeTeamStatusData'] = $financeTeamStatusData;
+            $data['policyStatus'] =  $this->policyStatus;
+            $data['colorShades'] =  $this->colorShades;
+        }
+        if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])){
+            $data['claim_data'] = $this->getClaimData();
+            $data['colorShades'] =  $this->colorShades;
+
+        }
+        if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])){
+            $data['lead_data'] = $this->leadModel->getDashData();
+            $data['bds_renewal'] = $this->policyTransactionModel->getBDSRenewalData();
+            $data['colorShades'] =  $this->colorShades;
+
+        }
+
+        // dd(get_role_id(),user_team());
+        // dd($data);
         
-        // echo "<pre>";
-        $data['pendingActionsData'] = $pendingActionsData;
-        $data['businessTeamCount'] = count($businessTeamData) ?? 0;
-        $data['financeTeamCount'] = count($financeTeamData) ?? 0;
-        $data['businessTeamStatusData'] = $businessTeamStatusData;
-        $data['financeTeamStatusData'] = $financeTeamStatusData;
-        $data['policyStatus'] =  $this->policyStatus;
-        $data['colorShades'] =  $this->colorShades;
-        // print_r($data);die;
-
         $data['page_name'] = 'Dashboard';
 
         echo view('layout/header',  $data);
         echo view('DashBoard', $data);
         echo view('layout/footer');
     }
-    
+
+
+    public function getClaimData()
+    {
+
+        $results = $this->ticketStatusModel
+            ->select("ticket_type as ticket_type_id, claim_status")
+            ->where("is_active", 1)
+            ->findAll();
+
+        $claim_status = [];
+
+        foreach ($results as $row) {
+            if (empty($row['ticket_type_id']) || empty($row['claim_status'])) {
+                continue; // Skip if either value is empty
+            }
+            $typeId = $row['ticket_type_id'];
+            $status = $row['claim_status'];
+
+            // Initialize if not set
+            if (!isset($claim_status[$typeId])) {
+                $claim_status[$typeId] = [];
+            }
+
+            $claim_status[$typeId][$status] = true;
+        }
+
+        // Convert set-like structure to plain array
+        foreach ($claim_status as $typeId => $statuses) {
+            $claim_status[$typeId] = array_keys($statuses);
+        }
+        $data = $this->ticketModel->getDashData($claim_status, $this->claimDashLimit);
+
+
+        return $data;
+    }
+
 
     public function getDashboardNotifications()
     {
@@ -208,29 +335,29 @@ class DashboardController extends AdminController
     {
         $clientPolicyModel = new ClientPolicyModel();
         $myLogger = \Config\Services::mylogger();
-        
+
         $client_policy_data = $clientPolicyModel->getPolicyDetailsForEnrollment();
         $myLogger->logme('error', 'Fetched client policy data for Enrollment Status update');
-    
+
         // dd($client_policy_data);
 
         $currentDate = date('d-m-Y');
         $openEnrollment = [];
         $closeEnrollment = [];
-    
+
         // Update policy status based on start and end dates
         foreach ($client_policy_data as $client_policy) {
 
             $id = $client_policy['id'];
             $openDate = date('d-m-Y', strtotime($client_policy['open_date']));
             $closeDate = date('d-m-Y', strtotime($client_policy['close_date']));
-        
+
             if ($currentDate == $openDate) {
                 $clientPolicyModel->update($id, ['open_for_enrollment' => 1]);
                 $openEnrollment[] = $id;
                 $myLogger->logme('error', 'Updated policy ID ' . $id . ' to open for enrollment.');
             }
-    
+
             if ($closeDate < $currentDate) {
                 $clientPolicyModel->update($id, ['open_for_enrollment' => 0]);
                 $closeEnrollment[] = $id;
@@ -239,37 +366,36 @@ class DashboardController extends AdminController
         }
 
         $myLogger->logme('error', 'enrollment_status function completed');
-        $myLogger->logme('error', 'updated Open Enrollment Policy count : "'.count($openEnrollment).'" and Close Enrollment Policy count : "'.count($closeEnrollment).'"');
+        $myLogger->logme('error', 'updated Open Enrollment Policy count : "' . count($openEnrollment) . '" and Close Enrollment Policy count : "' . count($closeEnrollment) . '"');
 
         return $this->respond([
-            'status' => true,  
-            'message' => 'updated Open and Close Enrollment successfully', 
-            'open_policy_count' => count($openEnrollment), 
+            'status' => true,
+            'message' => 'updated Open and Close Enrollment successfully',
+            'open_policy_count' => count($openEnrollment),
             'close_policy_count'  => count($closeEnrollment),
-            'open_policy_ids' => $openEnrollment, 
+            'open_policy_ids' => $openEnrollment,
             'close_policy_ids'  => $closeEnrollment,
         ]);
-    
     }
-    
+
     public function sendCroneRemainderMail()
     {
         $clientPolicyModel = new ClientPolicyModel();
         $myLogger = \Config\Services::mylogger();
-    
-    
+
+
         $client_policy_data = $clientPolicyModel->getPolicyDetailsForRemainder();
         $myLogger->logme('error', 'Fetched client policy data');
         // dd($client_policy_data);    
-    
+
         // Mail send function 
         $result =  $this->sendRemainderMail($client_policy_data, 'crone');
 
         $myLogger->logme('error', 'sendCroneRemainderMail function completed');
-        
-        if($result){
+
+        if ($result) {
             return json_encode(['status' => true,  'message' => 'Mail send successfully']);
-        }else{
+        } else {
             return json_encode(['status' => false, 'message' => 'There is no data to send']);
         }
     }
@@ -281,29 +407,22 @@ class DashboardController extends AdminController
 
         $data = [];
 
-        if($type == 'insurer'){
+        if ($type == 'insurer') {
 
             $data = $pendingActionsData['uhid'];
-
-        }else if($type == 'TPA'){
+        } else if ($type == 'TPA') {
             $data = $pendingActionsData['tpa'];
-
-        }else if($type == 'I'){
+        } else if ($type == 'I') {
             $data = $pendingActionsData['inception'];
-
-        }else if($type == 'D'){
+        } else if ($type == 'D') {
             $data = $pendingActionsData['deletion'];
-
-        }else if($type == 'C'){
+        } else if ($type == 'C') {
             $data = $pendingActionsData['correction'];
-
-        }else if($type == 'SI'){
+        } else if ($type == 'SI') {
             $data = $pendingActionsData['si_enhancement'];
-
-        }else if($type == 'policy'){
+        } else if ($type == 'policy') {
             $data = $pendingActionsData['policy'];
-
-        }else if($type == 'ticket'){
+        } else if ($type == 'ticket') {
             $data = $pendingActionsData['uhid'];
         }
 
@@ -417,7 +536,6 @@ class DashboardController extends AdminController
                             $reminder_whole_mail[] = $mail_result;
                         }
                     }
-
                 } else { // crone
 
                     if (!empty($client_policy['reminder_date'])) {
@@ -507,15 +625,12 @@ class DashboardController extends AdminController
                                     // $this->myLogger->logme('error', 'Mail sent result: ' . json_encode($mail_result));
                                     $reminder_whole_mail[] = $mail_result;
                                 }
-
                             }
                         }
-
                     } else {
                         $this->myLogger->logme('error', "SEND REMAINDER CRONE ---  Remainder date is empty()");
                     }
                 }
-
             } else {
 
                 $this->myLogger->logme('error', 'Notification setup not found or not enabled');
@@ -545,29 +660,28 @@ class DashboardController extends AdminController
 
     public function sendManualReminder($client_id, $client_branch_id, $client_policy_id = null)
     {
-        $this->myLogger->logme('error','Log Works');
+        $this->myLogger->logme('error', 'Log Works');
 
         $this->myLogger->logme('error', "sendManualRemainder called with client_id: {$client_id}, client_branch_id: {$client_branch_id}");
-        
+
         $client_policy_data = $this->clientPolicyModel->getPolicyDetailsForRemainder($client_id, $client_branch_id, $client_policy_id);
         // print_r($client_policy_data); die;
         // print_r($this->clientPolicyModel->getLastQuery()); die;
         // $this->myLogger->logme('error', "Policy details fetched: " . json_encode($client_policy_data));
-        
+
         if ($client_policy_data) {
             $result = $this->sendRemainderMail($client_policy_data);
-            log_message('error',json_encode($result));
-            $this->myLogger->logme('error',$result);
+            log_message('error', json_encode($result));
+            $this->myLogger->logme('error', $result);
             $this->myLogger->logme('error', "Manual Remainder Mail sending result: " . ($result ? 'success' : 'failure'));
-            
+
             if ($result) {
                 $this->myLogger->logme('error', 'Manual Remainder Mail sent successfully');
                 return $this->respond(['status' => true, 'code' => 200, 'message' => 'Mail sent successfully'], 200);
             } else {
                 $this->myLogger->logme('error', 'Failed to send manual remainder mail, no data to send');
-                return $this->respond(['status' => false, 'code' => 200, 'message' => 'There is no data to send','message2' => 'Failed' ], 200);
+                return $this->respond(['status' => false, 'code' => 200, 'message' => 'There is no data to send', 'message2' => 'Failed'], 200);
             }
-
         } else {
             $this->myLogger->logme('error', 'No policy data found to send');
             return $this->respond(['status' => false, 'code' => 200, 'message' => 'There is no data to send', 'message2' => 'No policy data found to send'], 200);
@@ -577,19 +691,17 @@ class DashboardController extends AdminController
     public function sendManualEcard($client_id, $client_branch_id, $policy_id)
     {
         $this->myLogger->logme('error', "sendManualEcard called with client_id: {$client_id}, client_branch_id: {$client_branch_id}, policy id : {$policy_id}");
-        
-         $notification = $this->notificationModel->where('client_id', $client_id)->where('template_name', 'member_ecard_mail')->first();
-         // print_r(($notification)); die;
-         if($notification && $notification['enabled'] == 0 && $notification['mail_content'] == '')
-         {
-            return $this->respond(['status' => false, 'code' => 400, 'message' => 'No template found','message2' => 'Failed' ], 200);
-         }
-         
+
+        $notification = $this->notificationModel->where('client_id', $client_id)->where('template_name', 'member_ecard_mail')->first();
+        // print_r(($notification)); die;
+        if ($notification && $notification['enabled'] == 0 && $notification['mail_content'] == '') {
+            return $this->respond(['status' => false, 'code' => 400, 'message' => 'No template found', 'message2' => 'Failed'], 200);
+        }
+
 
         $emp_data = $this->employeePolicyModel->getEmployeePolicyForEcard($policy_id);
-        if(count($emp_data) == 0)
-        {
-            return $this->respond(['status' => false, 'code' => 400, 'message' => 'No employees found','message2' => 'Failed' ], 200);
+        if (count($emp_data) == 0) {
+            return $this->respond(['status' => false, 'code' => 400, 'message' => 'No employees found', 'message2' => 'Failed'], 200);
         }
         $ids = array_column($emp_data, 'id');
         // print_r(($ids)); die;
@@ -599,9 +711,8 @@ class DashboardController extends AdminController
         // $empEmpDataServiceController = new EmpDataServiceController();
         // $empEmpDataServiceController->sendMailForDownloadingECard($ids);
 
-       
+
         return $this->respond(['status' => true, 'code' => 200, 'message' => 'Mail Queued'], 200);
-          
     }
 
     public function data_construct_for_bds($data)
@@ -616,9 +727,8 @@ class DashboardController extends AdminController
             'validated' => [],
             'cancelled' => [],
             'instalment_pending' => [],
-            'completed' => [],
         ];
-        
+
         // Loop through results and group them by their status
         foreach ($data as $row) {
             switch ($row['status']) {
@@ -646,13 +756,32 @@ class DashboardController extends AdminController
                 case 'instalment_pending':
                     $groupedData['instalment_pending'][] = $row;
                     break;
-                default:
+                case 'under_process':
                     $groupedData['under_process'][] = $row;
                     break;
+                default:
+                    break;
             }
         }
-        
         return $groupedData;
     }
 
+    public function prepareClaimSearchData()
+    {
+
+        $received_data = $this->request->getPost();
+        $ticketTypeId = $received_data['ticketTypeId'];
+        $status = $received_data['status'];
+
+        $status = strtoupper($status);
+        $status = str_replace('_', ' ', $status);
+
+        $data = $this->ticketModel
+            ->select("tcs.id as claim_status_id")
+            ->join("ticket_claim_status tcs", "tcs.ticket_type = " . (int)$ticketTypeId)
+            ->where("tcs.claim_status", $status)
+            ->first();
+        $data['ticket_type_id'] = $ticketTypeId;
+        return $this->respond(['status' => "success", "data" => $data], 200);
+    }
 }

app/Controllers/EmpDataServiceController.php

@@ -28,6 +28,11 @@ use App\Models\CDMasterModel;
 use App\Models\InsurerExcelExportTemplateModel;
 use App\Models\ClientBranchModel;
 use App\Models\EndorsementModel;
+use App\Models\BdsPlacementModel;
+use App\Models\LeadsModel;
+use App\Models\LeadInstallmentPaymentDetails;
+use App\Models\PolicyTransactionModel;
+use App\Models\PTCOShareDetailsModel;
 
 use App\Controllers\Jobs;
 use App\Controllers\JobWorker;
@@ -60,6 +65,11 @@ class EmpDataServiceController extends BaseController
     protected $excelExportTemplateModel;
     protected $clientBranchModel;
     protected $endorsementModel;
+    protected $BdsPlacementModel;
+    protected $leadsModel;
+    protected $leadInstallmentPaymentDetailesModel;
+    protected $policyTransactionModel;
+    protected $PTCOShareDetailsModel;
 
 
     public function __construct()
@@ -83,6 +93,11 @@ class EmpDataServiceController extends BaseController
         $this->excelExportTemplateModel    = new InsurerExcelExportTemplateModel();
         $this->clientBranchModel  = new ClientBranchModel();
         $this->endorsementModel  = new EndorsementModel();
+        $this->BdsPlacementModel  = new BdsPlacementModel();
+        $this->leadsModel  = new LeadsModel();
+        $this->leadInstallmentPaymentDetailesModel  = new LeadInstallmentPaymentDetails();
+        $this->policyTransactionModel  = new PolicyTransactionModel();
+        $this->PTCOShareDetailsModel  = new PTCOShareDetailsModel();
 
     }
 
@@ -170,7 +185,7 @@ class EmpDataServiceController extends BaseController
             $balance = $this->CDMasterModel
                 ->where('client_id', $export_data['client_id'])
                 ->where('insurer_id', $policy_details['insurer_id'])
-                ->where('cd_ac_no', $policy_details['cd_ac_no'])
+                ->where('id', $policy_details['cd_ac_pk'])
                 ->first();
 
             $cash_balance['balance'] = $balance['opening_bal'];
@@ -432,7 +447,7 @@ class EmpDataServiceController extends BaseController
             ];
 
             //for addition and dependent addition adding a ENDORSEMENT NO column
-            if(in_array($export_data['event_type'], ['addition', 'dependent_addition'])){
+            if(in_array($export_data['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
                 $excel_header_columns[] = [
                     'column_index' => 18, 
                     'column_name' => 'ENDORSEMENT NO', 
@@ -529,6 +544,7 @@ class EmpDataServiceController extends BaseController
 
                 // Close and remove temporary file
                 fclose($tempFile);
+                exit();
 
                 return true; // Excel file successfully generated and exported
 
@@ -633,6 +649,7 @@ class EmpDataServiceController extends BaseController
 
                 // Close and remove the temporary file
                 fclose($tempFile);
+                exit();
 
                 return true;
             } else {
@@ -666,7 +683,7 @@ class EmpDataServiceController extends BaseController
             $balance = $this->CDMasterModel
                 ->where('client_id', $export_data['client_id'])
                 ->where('insurer_id', $policy_details['insurer_id'])
-                ->where('cd_ac_no', $policy_details['cd_ac_no'])
+                ->where('id', $policy_details['cd_ac_pk'])
                 ->first();
 
             $cash_balance['balance'] = $balance['opening_bal'];
@@ -784,6 +801,7 @@ class EmpDataServiceController extends BaseController
 
                 // Close and remove the temporary file
                 fclose($tempFile);
+                exit();
 
                 return true;
             } else {
@@ -897,6 +915,7 @@ class EmpDataServiceController extends BaseController
 
                 // Close and remove the temporary file
                 fclose($tempFile);
+                exit();
 
                 return true;
             } else {
@@ -945,6 +964,9 @@ class EmpDataServiceController extends BaseController
                 $export_data['event_type'] = 'correction';
                 $correctionData = $this->employeePolicyModel->getCorrectionEmployeesDataForExportExcel($export_data);
 
+            }else if($value == "missed_inception"){
+                $export_data['event_type'] = 'missed_inception';
+                $additionData = $this->employeePolicyModel->getInceptionEmployeeDataForExportExcel($export_data);
             }
           
         }
@@ -1196,6 +1218,7 @@ class EmpDataServiceController extends BaseController
 
                 // Close and remove temporary file
                 fclose($tempFile);
+                exit();
 
                 return true; // Excel file successfully generated and exported
 
@@ -1381,14 +1404,15 @@ class EmpDataServiceController extends BaseController
             'TOTAL AMOUNT',
         ];
 
-        if(in_array($file['event_type'], ['addition', 'dependent_addition'])){
+        if(in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
             $inceptionHeader[] = 'ENDORSEMENT NO';
         }
 
         // dd($inceptionHeader);
         foreach ($inceptionHeader as $key => $value) {
 
-            if($excel_header[$key] != $value){
+           if (!isset($excel_header[$key]) || $excel_header[$key] != $value) {
+
                 $data = [
                     'status' => 'failed-5',
                 ];
@@ -1543,6 +1567,17 @@ class EmpDataServiceController extends BaseController
                 }
             }
 
+            if (in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])) {
+                if ($excel_data[$key][18] === null) {
+                    $missing_id[$key][] = [
+                        'row' => $key,
+                        'column' => 18,
+                        'db_data' => "Endorsement ID is Must",
+                        'excel_data' => $excel_data[$key][18]
+                    ];
+                }
+            }
+
 
             if ($emp_value['emp_name'] != $excel_data[$key][1]) {
                 $errors[$key][] = [
@@ -1877,6 +1912,27 @@ class EmpDataServiceController extends BaseController
                     $emp_details[] = array('id' => $result['id'], 'tpa_id' => $value[13], 'uhid' => $value[14]);
                 }
 
+                if(in_array($file['event_type'], ['missed_inception']) && isset($value[18])){
+                    $endorsement_id = $value[18];
+
+                    $result_for_employees_policy = $this->employeePolicyModel
+                        ->select('employee_polices.*')
+                        ->join('employees', 'employees.id = employee_polices.employee_id')
+                        ->join('emp_endorsement', 'emp_endorsement.employee_id = employees.id') // assuming this is the correct join
+                        ->where('employees.emp_code', $emp_code)
+                        ->where('employees.name', $name)
+                        ->where('employees.client_id', $client_id)
+                        ->where('employees.client_branch_id', $client_branch_id)
+                        ->where('employee_polices.client_policy_id', $client_policy_id)
+                        ->where('employee_polices.is_active', 1)
+                        ->where('employee_polices.status', 'active')
+                        ->where('employees.is_active', 1)
+                        ->where('employees.emp_status', 'active')
+                        ->first();
+
+                    $enrollment_file_id = $result_for_employees_policy['file_id'] ?? null;
+                }
+
                 //for addition and dependent_addition endorsement , endorsement_id update functionality 
                 if(in_array($file['event_type'], ['addition', 'dependent_addition']) && isset($value[18])){
 
@@ -1906,7 +1962,9 @@ class EmpDataServiceController extends BaseController
                     ->first();
 
                     if (!empty($result_for_endorsement) && count($result_for_endorsement)) {
-                        $enrollment_file_id = $result_for_endorsement['file_id']; //files table primary key
+                        if(empty($enrollment_file_id)){
+                            $enrollment_file_id = $result_for_endorsement['file_id']; //files table primary key
+                        }
                         $emp_endorsement_table_data[] = array('id' => $result_for_endorsement['id'], 'group_key' => $result_for_endorsement['group_key'], 'endorsement_id' => $value[18], 'status' => 'complete');
                     }
                 }
@@ -1922,7 +1980,6 @@ class EmpDataServiceController extends BaseController
 
         if(in_array($file['event_type'], ['addition', 'dependent_addition']) && !empty($emp_endorsement_table_data)){
             $this->employeePolicyModel->updateEmpEndorsementAddition($emp_endorsement_table_data);
-            $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
         }
 
         // Update batch file status and amount
@@ -1939,6 +1996,11 @@ class EmpDataServiceController extends BaseController
         //update CD transaction entry if only insurer
         if ($file['insurer_or_tpa'] == 'insurer') {
 
+            if(in_array($file['event_type'], ['addition', 'dependent_addition', 'missed_inception'])){
+                $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
+            }
+
+
             $this->myLogger->logme('error', 'Inception Update TPA and UHID --    set  cashDepositCalculationForInception and sendMailForDownloadingECard in JOB QUEUE');
 
             $policy_name = $this->getPolicyNameUsingClientPolicyId($client_policy_id);
@@ -1968,6 +2030,13 @@ class EmpDataServiceController extends BaseController
                 'user_id' => $user_id,
             ]]);
 
+            $r = Jobs::addJob(['job_name' => 'makeEntryForBDSPolicyTransaction', 'payload' => [
+                'client_policy_id' => $client_policy_id ?? null,
+                'endorsement_no' => $endorsement_id ?? null,
+                'emp_count' => $emp_count ?? null,
+                'action_type' => $file['event_type'] ?? null,
+            ]]);
+
             // $this->cashDepositCalculationForInception($depositeData);
             // $this->sendMailForDownloadingECard($emp_policy_ids);
 
@@ -2358,7 +2427,9 @@ class EmpDataServiceController extends BaseController
 
             if (isset($result['id']) && $result['id'] !== null) {
                 // return $result;
-                $enrollment_file_id = $result['file_id'];
+                if(empty($enrollment_file_id)){
+                    $enrollment_file_id = $result['file_id'];
+                }
 
                 if($result['field_name'] == 'dob'){
                     $value[8] = change_date_format($value[8]);
@@ -2392,6 +2463,13 @@ class EmpDataServiceController extends BaseController
         $file_data = $this->getDataByFileId($file_id, 'success');
         $this->setPullNotification($file_data);
 
+        $r = Jobs::addJob(['job_name' => 'makeEntryForBDSPolicyTransaction', 'payload' => [
+            'client_policy_id' => $client_policy_id ?? null,
+            'endorsement_no' => $endorsement_id[0] ?? null,
+            'emp_count' => $emp_count ?? null,
+            'action_type' => $file['event_type'] ?? null,
+        ]]);
+
 
         //import file to upload Google Drive
         // if(excelFileGDriveUpload($file_id, 'batch_file')){
@@ -2415,8 +2493,17 @@ class EmpDataServiceController extends BaseController
         $client_policy_id = $file['client_policy_id'];
         $client_branch_id = $file['client_branch_id'];
         $batch_code = $file['batch_code'];
+        $insurer_or_tpa = $file['insurer_or_tpa'];
         $user_id = $file['created_by'];
 
+        $ref_data = [
+            'client_id' => $client_id,
+            'client_policy_id' => $client_policy_id,
+            'client_branch_id' => $client_branch_id,
+            'insurer_or_tpa' => $insurer_or_tpa,
+            'event_type' => $file['event_type'],
+        ];
+
 
         $file_name_with_path = WRITEPATH . "/uploads/import_excel/" . $file['file_name'];
 
@@ -2448,92 +2535,92 @@ class EmpDataServiceController extends BaseController
             }
         }
 
+        $endorsement_data = $this->employeePolicyModel->getSIEnhancementEmployeesDataForExportExcel($ref_data, 1);
+            // $db = \Config\Database::connect();
 
-            $db = \Config\Database::connect();
+            // // Raw SQL query
+            // $sql = "
+            //     SELECT 
+            //         a.id as endorsement_primarykey,
+            //         a.group_key,
+            //         employee_polices.id AS primaryKey,
+            //         employees.id AS emp_primary,
+            //         employees.name AS emp_name,
+            //         employees.emp_code AS emp_code,
+            //         employees.dob AS emp_dob,
+            //         employees.gender AS emp_gender,
+            //         employees.relationship_code AS emp_relationship_code,
+            //         'Has Define' AS emp_type,
+            //         employee_polices.uhid AS risk_id,
+            //         employee_polices.pre_existing_alignments,
+            //         employee_polices.policy_end_date,
+            //         employee_polices.basic_cover_si as old_basic_cover_si,
+            //         employee_polices.rata_premimum as old_si_premium,
+            //         sidata.new_basic_cover_si,
+            //         sidata.new_si_premium,
+            //         sidata.date_of_coverage,
+            //         DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
+            //         sidata.new_si_premium - employee_polices.rata_premimum AS difference_premium,
+            //         ROUND((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365, 2) AS pro_rata_premimum,
+            //         ROUND(((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS gst,
+            //         ((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) + ROUND(((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS total
+            //     FROM 
+            //         emp_endorsement a
+            //     LEFT JOIN 
+            //         employees ON employees.emp_code = a.emp_code
+            //     LEFT JOIN 
+            //         employee_polices ON employees.id = employee_polices.employee_id 
+            //     LEFT JOIN (
+            //         SELECT 
+            //             aa.emp_code, 
+            //             aa.new_value as new_basic_cover_si, 
+            //             bb.new_value as new_si_premium, 
+            //             cc.new_value as date_of_coverage 
+            //         FROM (
+            //             SELECT  
+            //                 a1.emp_code, 
+            //                 a1.field_name, 
+            //                 a1.new_value 
+            //             FROM 
+            //                 emp_endorsement as a1 
+            //             WHERE 
+            //                 a1.field_name = 'basic_cover_si'
+            //         ) aa 
+            //         LEFT JOIN (
+            //             SELECT  
+            //                 b1.emp_code, 
+            //                 b1.field_name, 
+            //                 b1.new_value 
+            //             FROM 
+            //                 emp_endorsement as b1 
+            //             WHERE 
+            //                 b1.field_name = 'premium'
+            //         ) bb ON aa.emp_code = bb.emp_code 
+            //         LEFT JOIN (
+            //             SELECT  
+            //                 c1.emp_code, 
+            //                 c1.field_name, 
+            //                 c1.new_value 
+            //             FROM 
+            //                 emp_endorsement as c1  
+            //             WHERE 
+            //                 c1.field_name = 'si_enhancement_date'
+            //         ) cc ON aa.emp_code = cc.emp_code
+            //     ) as sidata ON a.emp_code = sidata.emp_code 
+            //     WHERE 
+            //         employee_polices.client_policy_id = '$client_policy_id'
+            //         AND employees.client_branch_id = '$client_branch_id'
+            //         AND employee_polices.is_active = '1'
+            //         AND (a.endorsement_id IS NULL OR a.endorsement_id = '')   
+            //         AND a.actions = 'si'
+            //     GROUP BY group_key
+            // ";
 
-            // Raw SQL query
-            $sql = "
-                SELECT 
-                    a.id as endorsement_primarykey,
-                    a.group_key,
-                    employee_polices.id AS primaryKey,
-                    employees.id AS emp_primary,
-                    employees.name AS emp_name,
-                    employees.emp_code AS emp_code,
-                    employees.dob AS emp_dob,
-                    employees.gender AS emp_gender,
-                    employees.relationship_code AS emp_relationship_code,
-                    'Has Define' AS emp_type,
-                    employee_polices.uhid AS risk_id,
-                    employee_polices.pre_existing_alignments,
-                    employee_polices.policy_end_date,
-                    employee_polices.basic_cover_si as old_basic_cover_si,
-                    employee_polices.rata_premimum as old_si_premium,
-                    sidata.new_basic_cover_si,
-                    sidata.new_si_premium,
-                    sidata.date_of_coverage,
-                    DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
-                    sidata.new_si_premium - employee_polices.rata_premimum AS difference_premium,
-                    ROUND((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365, 2) AS pro_rata_premimum,
-                    ROUND(((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS gst,
-                    ((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) + ROUND(((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS total
-                FROM 
-                    emp_endorsement a
-                LEFT JOIN 
-                    employees ON employees.emp_code = a.emp_code
-                LEFT JOIN 
-                    employee_polices ON employees.id = employee_polices.employee_id 
-                LEFT JOIN (
-                    SELECT 
-                        aa.emp_code, 
-                        aa.new_value as new_basic_cover_si, 
-                        bb.new_value as new_si_premium, 
-                        cc.new_value as date_of_coverage 
-                    FROM (
-                        SELECT  
-                            a1.emp_code, 
-                            a1.field_name, 
-                            a1.new_value 
-                        FROM 
-                            emp_endorsement as a1 
-                        WHERE 
-                            a1.field_name = 'basic_cover_si'
-                    ) aa 
-                    LEFT JOIN (
-                        SELECT  
-                            b1.emp_code, 
-                            b1.field_name, 
-                            b1.new_value 
-                        FROM 
-                            emp_endorsement as b1 
-                        WHERE 
-                            b1.field_name = 'premium'
-                    ) bb ON aa.emp_code = bb.emp_code 
-                    LEFT JOIN (
-                        SELECT  
-                            c1.emp_code, 
-                            c1.field_name, 
-                            c1.new_value 
-                        FROM 
-                            emp_endorsement as c1  
-                        WHERE 
-                            c1.field_name = 'si_enhancement_date'
-                    ) cc ON aa.emp_code = cc.emp_code
-                ) as sidata ON a.emp_code = sidata.emp_code 
-                WHERE 
-                    employee_polices.client_policy_id = '$client_policy_id'
-                    AND employees.client_branch_id = '$client_branch_id'
-                    AND employee_polices.is_active = '1'
-                    AND (a.endorsement_id IS NULL OR a.endorsement_id = '')   
-                    AND a.actions = 'si'
-                GROUP BY group_key
-            ";
+            // // Execute the query
+            // $query = $db->query($sql);
 
-            // Execute the query
-            $query = $db->query($sql);
-
-            // Fetch the results
-            $endorsement_data = $query->getResultArray();
+            // // Fetch the results
+            // $endorsement_data = $query->getResultArray();
 
 
 
@@ -2740,11 +2827,11 @@ class EmpDataServiceController extends BaseController
                 ];
             }
 
-            if ($endorsement_value['pro_rata_premimum'] != $excel_data[$key][16]) {
+            if ($endorsement_value['pro_rata_premium'] != $excel_data[$key][16]) {
                 $errors[$key][] = [
                     'row' => $key,
                     'column' => 16,
-                    'db_data' => $endorsement_value['pro_rata_premimum'],
+                    'db_data' => $endorsement_value['pro_rata_premium'],
                     'excel_data' => $excel_data[$key][16]
                 ];
             }
@@ -2921,7 +3008,10 @@ class EmpDataServiceController extends BaseController
 
             if (isset($result['id']) && $result['id'] !== null) {
 
-                $enrollment_file_id = $result['file_id'];
+                if(empty($enrollment_file_id)){
+                    $enrollment_file_id = $result['file_id'];
+                }
+                
                 $emp_policy_ids[] = array('id' => $result['emp_policy_id'], 'is_active' => 0);
                 $employeeIds[] = $result['emp_policy_id'];
                 $endorsement_details[] = array('id' => $result['id'], 'group_key' => $result['group_key'], 'endorsement_id' => $value[19], 'status' => 'complete');
@@ -2945,7 +3035,7 @@ class EmpDataServiceController extends BaseController
                 
                 $empData['basic_cover_si'] = $value[8];
                 $empData['premium'] = $value[14];
-                $empData['si_enhancement_date'] = $value[10];
+                $empData['si_enhancement_date'] = date('Y-m-d', strtotime($value[10])) ?? null;
                 $empData['rata_premimum'] = $value[16];
                 $empData['gst'] = $value[17];
                 $empData['created_by'] =  $user_id;
@@ -2957,31 +3047,28 @@ class EmpDataServiceController extends BaseController
 
         // dd($emp_policy_ids, $emp_details, $endorsement_details);
 
-        $this->employeePolicyModel->updateBatch($emp_policy_ids, 'id');
+        if ($file['insurer_or_tpa'] == 'insurer') {
 
-        $db = \Config\Database::connect();
-        $db->transStart();
-        
-        $this->employeePolicyModel->insertBatch($emp_details);
-        
-        $insertedIds = [];
-        $startId = $db->insertID(); // Get the first inserted ID
-        
-        for ($i = 0; $i < count($emp_details); $i++) {
-            $insertedIds[] = $startId + $i;
+            $this->employeePolicyModel->updateBatch($emp_policy_ids, 'id');
+
+            // $this->employeePolicyModel->insertBatch($emp_details);
+            // $insertedIds = [];
+            // $startId = $db->insertID(); // Get the first inserted ID
+
+            // for ($i = 0; $i < count($emp_details); $i++) {
+            //     $insertedIds[] = $startId + $i;
+            // }
+
+            $insertedIds = [];
+            foreach ($emp_details as $emp) {
+                $insertedIds[] = $this->employeePolicyModel->insert($emp);
+            }
+
+            // dd($insertedIds);
+
+            $this->employeePolicyModel->bulkUpdateForEndorsement($endorsement_details);
+            $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
         }
-        
-        $db->transComplete();
-        
-        // if ($db->transStatus() === FALSE) {
-        //     // Handle the error, rollback, etc.
-        // } else {
-        //     // Transaction successful
-        //     print_r($insertedIds); // This will print the array of inserted IDs
-        // }
-        
-        $this->employeePolicyModel->bulkUpdateForEndorsement($endorsement_details);
-        $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
 
 
         // Update batch file status and amount
@@ -3013,6 +3100,13 @@ class EmpDataServiceController extends BaseController
                 'user_id' => $user_id,
             ]]);
 
+            $r = Jobs::addJob(['job_name' => 'makeEntryForBDSPolicyTransaction', 'payload' => [
+                'client_policy_id' => $client_policy_id ?? null,
+                'endorsement_no' => $endorsement_id ?? null,
+                'emp_count' => $emp_count ?? null,
+                'action_type' => $file['event_type'] ?? null,
+            ]]);
+
         }
 
         $file_data = $this->getDataByFileId($file_id, 'success');
@@ -3425,7 +3519,9 @@ class EmpDataServiceController extends BaseController
 
                 if (isset($result['emp_endorsement_primarykey']) && $result['emp_endorsement_primarykey'] !== null) {
 
-                    $enrollment_file_id = $result['file_id']; //files table primary key
+                    if(empty($enrollment_file_id)){
+                        $enrollment_file_id = $result['file_id']; //files table primary key
+                    }
                     $employee_policy_table_primaryKey[] = $result['emp_policy_primarykey']; //for cash deposite
                     $employee_policy_table_data[] = array('id' => $result['emp_policy_primarykey'], 'date_of_exit' => change_date_format($result['date_of_exit']), 'reason_for_exit' => $result['reason_for_exit'], 'claim_status' => $result['claim_status'], 'status' => $result['status']);
                     // $employees_table_data[] = array('id' => $result['employees_id'], 'emp_status' => $result['status']);
@@ -3445,20 +3541,29 @@ class EmpDataServiceController extends BaseController
         //     return ['status' => 'error', 'message' => 'Employees table data is empty or null.'];
         // }
 
-        // Check if $employee_policy_table_data is null or empty
-        if (empty($employee_policy_table_data)) {
-            return ['status' => 'error', 'message' => 'Employee policy table data is empty or null.'];
-        }
+        if ($file['insurer_or_tpa'] == 'insurer') {
 
-        // Check if $emp_endorsement_table_data is null or empty
-        if (empty($emp_endorsement_table_data)) {
-            return ['status' => 'error', 'message' => 'Employee endorsement table data is empty or null.'];
-        }
+            // Check if $employee_policy_table_data is null or empty
+            if (empty($employee_policy_table_data)) {
+                 $this->batchFileModel->update($file_id, [
+                    'status' =>  "failed",
+                ]);
+                return ['status' => 'error', 'message' => 'Employee policy table data is empty or null.'];
+            }
 
-        // $this->employeeModel->updateBatch($employees_table_data, 'id');
-        $this->employeePolicyModel->updateBatch($employee_policy_table_data, 'id');
-        $this->employeePolicyModel->bulkUpdateForEndorsement($emp_endorsement_table_data);
-        $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
+            // Check if $emp_endorsement_table_data is null or empty
+            if (empty($emp_endorsement_table_data)) {
+                 $this->batchFileModel->update($file_id, [
+                    'status' =>  "failed",
+                ]);
+                return ['status' => 'error', 'message' => 'Employee endorsement table data is empty or null.'];
+            }
+
+            // $this->employeeModel->updateBatch($employees_table_data, 'id');
+            $this->employeePolicyModel->updateBatch($employee_policy_table_data, 'id');
+            $this->employeePolicyModel->bulkUpdateForEndorsement($emp_endorsement_table_data);
+            $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
+        }
 
         // Update batch file status and amount
         $this->batchFileModel->update($file_id, [
@@ -3487,6 +3592,13 @@ class EmpDataServiceController extends BaseController
                 'policy_name' => $policy_name['policy_name'],
                 'user_id' => $user_id,
             ]]);
+
+            $r = Jobs::addJob(['job_name' => 'makeEntryForBDSPolicyTransaction', 'payload' => [
+                'client_policy_id' => $client_policy_id ?? null,
+                'endorsement_no' => $endorsement_id ?? null,
+                'emp_count' => $emp_count ?? null,
+                'action_type' => $file['event_type'] ?? null,
+            ]]);
         }
 
         $file_data = $this->getDataByFileId($file_id, 'success');
@@ -4105,6 +4217,9 @@ class EmpDataServiceController extends BaseController
                         AND emp_endorsement.pk IN (" . implode(',', $arrayData['employeeIds']) . ")
                         AND employee_polices.claim_status = 0
                         AND emp_endorsement.field_name = 'date_of_exit'
+                        AND emp_endorsement.is_active = 1
+                        AND emp_endorsement.actions = 'd'
+                        AND emp_endorsement.status != 'truncated';
                 ")->getRow();
 
                 //  dd(db_connect()->getLastQuery(), $amount);
@@ -4661,6 +4776,316 @@ class EmpDataServiceController extends BaseController
         $this->myLogger->logme('error',"storeEndorsementNumber --- Function execution completed for file_id: $file_id");
     }
     
+    // --------------------------------------------------------------------------------------------------------------------------------
+
+    public function makeEntryForBDSPolicyTransaction($params)
+    {
+        try {
+            $this->myLogger->logme("error", "makeEntryForBDSPolicyTransaction() started: " . json_encode(['params' => $params]));
+
+            if (empty($params) || !isset($params['client_policy_id']) || empty($params['client_policy_id'])) {
+                $this->myLogger->logme("error", "Invalid parameters provided: " . json_encode(['params' => $params]));
+                return ['status' => "Failed", 'message' => "Client Policy ID is missing or empty", 'data' => ['params' => $params]];
+            }
+
+            if (!isset($params['action_type']) || empty($params['action_type'])) {
+                $this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
+                return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]];
+            }
+
+            //Function call for if the old policy transaction entries exisit than active the Policy transaction entries
+            $existing_policy_transaction_entry = $this->retrivePolicyTransactionEntries($params);
+
+            if($existing_policy_transaction_entry != false){
+                return $existing_policy_transaction_entry;
+            }
+
+            //get the policy data
+            $policy_data = $this->clientPolicyModel
+                ->where('id', $params['client_policy_id'])
+                ->where('is_active', 1)
+                ->first();
+
+            if (empty($policy_data)) {
+                $this->myLogger->logme("error", "No policy data found: " . json_encode(['client_policy_id' => $params['client_policy_id']]));
+                return ['status' => "Failed", 'message' => "No policy data found for the given client policy ID", 'data' => ['params' => $params]];
+            }
+
+            //get the leads data
+            $lead_data = $this->leadsModel
+                ->where('is_policy_created', $params['client_policy_id'])
+                ->where('is_active', 1)
+                ->first();
+
+            if (empty($lead_data)) {
+                $this->myLogger->logme("error", "No lead data found: " . json_encode(['client_policy_id' => $params['client_policy_id']]));
+                // return ['status' => "Failed", 'message' => "No lead data found for the given client policy ID", 'data' => ['params' => $params]];
+            }
+
+            $this->myLogger->logme("error", "Constructing policy transaction data: " . json_encode(['policy_data' => $policy_data, 'lead_data' => $lead_data]));
+
+            //Function to construct the policy transaction data to insert
+            $policyTransactionData = $this->constructBDSData($policy_data, $lead_data, $params);
+
+            //insert the policy transaction data to othe table
+            $insert_id = $this->policyTransactionModel->insert($policyTransactionData);
+
+            if (!$insert_id) {
+                $this->myLogger->logme("error", "Failed to insert into policy_transaction: " . json_encode($policyTransactionData));
+                return ['status' => "Failed", 'message' => "Failed to insert policy transaction record", 'data' => ['params' => $params]];
+            }
+
+            $this->myLogger->logme("error", "Policy transaction inserted successfully: " . json_encode(['insert_id' => $insert_id]));
+
+            //do not remove this commented item
+            // $coShareDetails = $this->ConstructPTShareData($policy_data, $insert_id);
+            // $pt_co_share_id = $this->PTCOShareDetailsModel->insert($coShareDetails);
+
+            // $this->myLogger->logme("error", "PT Co share data inserted successfully: " . json_encode(['pt_co_share_id' => $pt_co_share_id]));
+
+            // get the lead installment data
+
+            if(!empty($lead_data)){
+                $lead_installment_data = $this->leadInstallmentPaymentDetailesModel
+                    ->select('lead_id, installment_amount, payment_date, utr_no')
+                    ->where('lead_id', $lead_data['id'])
+                    ->where('is_active', 1)
+                    ->findAll();
+
+                if (!empty($lead_installment_data) && (isset($params['action_type']) && $params['action_type'] == "inception")) {
+
+                    $this->myLogger->logme("error", "Found lead installment data: " . json_encode($lead_installment_data));
+                    $installment_ids = $this->constructInstallmentData($lead_installment_data, $insert_id);
+                    $this->myLogger->logme("error", "BDS Installment data inserted ids: " . json_encode(['installment_ids' => $installment_ids]));
+                }else{
+                    $this->myLogger->logme("error", "Failed to insert Installment data : " . json_encode($params));
+                }
+            }
+
+            return ['status' => "Success", 'message' => "Policy transaction entry created successfully", 'data' => ['params' => $params, 'insert_id' => $insert_id]];
+        } catch (\Throwable $e) {
+            $this->myLogger->logme("error", "Exception occurred in makeEntryForBDSPolicyTransaction(): " . json_encode([
+                'error' => $e->getMessage(),
+                'trace' => $e->getTraceAsString()
+            ]));
+
+            return ['status' => "Error", 'message' => "An unexpected error occurred", 'data' => ['error' => $e]];
+        }
+    }
+
+    private function constructBDSData($policy_data, $lead_data, $params)
+    {   
+
+        $action_type_string = $params['action_type'];
+         if(in_array($params['action_type'], ['dependent_addition', 'missed_inception'])){
+            $action_type_string = "addition";
+         }
+
+        $policyTransactionData = [
+
+            'issuer' => 2,
+            'client_id' => $policy_data['client_id'] ?? null,
+            'client_branch_id' => $policy_data['client_branch_id'] ?? null,
+            'insurer_id' => $policy_data['insurer_id'] ?? null,
+            'insurer_branch_id' => $policy_data['insurer_branch_id'] ?? null,
+            'tpa_id' => $policy_data['tpa_id'] ?? null,
+            'tpa_branch_id' => $policy_data['tpa_branch_id'] ?? null,
+            'policy_type_id' => $policy_data['policy_type_id'] ?? null,
+            'client_policy_id' => $policy_data['id'] ?? null,
+            'policy_no' => $policy_data['policy_no'] ?? null,
+            'cd_ac_no' => $policy_data['cd_ac_no'] ?? null,
+            'cd_ac_pk' => $policy_data['cd_ac_pk'] ?? null,
+            'policy_issue_date' => $policy_data['policy_start_date'] ?? null,
+            'policy_start_date' => $policy_data['policy_start_date'] ?? null,
+            'policy_end_date' => $policy_data['policy_end_date'] ?? null,
+            'data_received_date' => $policy_data['data_received_date'] ?? null,
+            'closure_date' => $policy_data['closure_date'] ?? null,
+            'emp_count' => $policy_data['emp_count'] ?? null,
+            'dependent_count' => $policy_data['dependent_count'] ?? null,
+            'revenue_type' => ($lead_data['lead_type'] == 1 ? "NA" : ($lead_data['lead_type'] == 2 ? "EA" : "EANR") ) ?? null,
+            'co_share' => $policy_data['co_share'] ?? 0,
+            'pre_payable_by' => $policy_data['pre_payable_by'] ?? 1,
+            'renewal_date' => $policy_data['policy_end_date'] ?? null,
+            'month' => date('Y-m-01', strtotime($policy_data['policy_start_date'])) ?? null,
+            'ct_type' => 1,
+            'is_cd_reduce_from_bds' => 0,
+            'client_type_id' => 0,
+
+            'status' => "co_insurer_pending",
+            'action_type' => $action_type_string ?? null,
+            'endorsement_no' => $params['endorsement_no'] ?? null,
+
+            'issue_type' => $lead_data['lead_type'] ?? 1,
+            'source_client_policy_id' => $lead_data['source_policy_id'] ?? null,
+            'tsi' => generate_tsi_code($lead_data['lead_type'] ?? 1) ?? null,
+            'installment' => $lead_data['no_of_installment'] ?? null,
+        ];
+
+        $this->myLogger->logme("error", "Constructed policy transaction data: " . json_encode($policyTransactionData));
+
+        return $policyTransactionData;
+    }
+
+    private function ConstructPTShareData($policy_data, $pt_id)
+    {   
+        $coShareData = [
+            'pt_id' => $pt_id,
+            'insurer_id' => $policy_data['insurer_id'],
+            'insurer_branch_id' => $policy_data['insurer_branch_id'],
+            'co_share_type' => 1,
+        ];
+
+        $this->myLogger->logme("error", "Constructed PT co-share data: " . json_encode($coShareData));
+
+
+        return $coShareData;
+    }
+
+    private function constructInstallmentData($data, $pt_id)
+    {   
+        if (!empty($data)) {
+            $installment_ids = [];
+            foreach ($data as $key => &$value) {
+                $value['pt_id'] = $pt_id;
+                $installment_ids[] = $this->BdsPlacementModel->insert($value);
+            }
+            unset($value); 
+
+            return $installment_ids;
+        }
+    }
+
+    private function retrivePolicyTransactionEntries($params)
+    {
+        $policy_transaction_data = $this->policyTransactionModel
+                ->where('is_active', 0)
+                ->where('client_policy_id', $params['client_policy_id']);
+
+        if ($params['action_type'] != "inception") {
+            $policy_transaction_data = $policy_transaction_data->where('endorsement_no', $params['endorsement_no']);
+        }
+
+        $policy_transaction_data = $policy_transaction_data
+                ->where('action_type', $params['action_type'])
+                ->first();
+
+        if(empty($policy_transaction_data)){
+            $this->myLogger->logme("error", "retrive Policy Transaction Entries data not found : " . json_encode(['params' => $params]));
+            return false;
+        }
+        
+        $pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 0)->where('pt_id', $policy_transaction_data['id'])->findAll();
+
+         if(empty($pt_co_share_data)){
+            $this->myLogger->logme("error", "PT Co Share Table data not found");
+         }
+
+         $activated_pt_co_share_ids = [];
+         foreach ($pt_co_share_data as $key => $value) {
+            $this->PTCOShareDetailsModel->where('id', $value['id'])->set(['is_active' => 1])->update();
+            $activated_pt_co_share_ids[] = $value['id'];
+         }
+
+         $this->myLogger->logme("error", "Activated pt_co_share_ids : ". json_encode($activated_pt_co_share_ids));
+
+
+        $update_return = $this->policyTransactionModel->where('id', $policy_transaction_data['id'])->set(['is_active' => 1])->update();
+
+        if($update_return){
+            $this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
+            return ['status' => "Success", 'message' => "Policy transaction entry Retrived successfully", 'data' => ['params' => $params, 'updated_id' => $policy_transaction_data['id']]];
+        }else{
+            $this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
+            return ['status' => "Success", 'message' => "Failed to retrive the policy transaction entry", 'data' => ['params' => $params, 'updated_id' => $policy_transaction_data['id']]];
+        }
+
+    }
+    
+    public function removeBDSPolicyTransactionEntryFromTruncate($params)
+    {
+        if (empty($params) || !isset($params['client_policy_id']) || empty($params['client_policy_id'])) {
+            $this->myLogger->logme("error", "Invalid parameters provided: " . json_encode(['params' => $params]));
+            return ['status' => "Failed", 'message' => "Client Policy ID is missing or empty", 'data' => ['params' => $params]];
+        }
+
+        if (!isset($params['file_id']) || empty($params['file_id'])) {
+            $this->myLogger->logme("error", "File ID is missing or empty : " . json_encode(['params' => $params]));
+            return ['status' => "Failed", 'message' => "File ID is missing or empty : ", 'data' => ['params' => $params]];
+        }
+
+        if (!isset($params['action_type']) || empty($params['action_type'])) {
+            $this->myLogger->logme("error", "Invalid action type: " . json_encode(['params' => $params]));
+            return ['status' => "Failed", 'message' => "Action type is missing or empty", 'data' => ['params' => $params]];
+        }
+
+        
+        if($params['action_type'] != "inception"){
+            
+            $endorsement_data = $this->endorsementModel
+                                    ->where('is_active', 1)
+                                    ->where('client_policy_id', $params['client_policy_id'])
+                                    ->where('endorsement_type', $params['action_type'])
+                                    ->where('file_id', $params['file_id'])
+                                    ->first();
+
+            if(empty($endorsement_data)){
+                $this->myLogger->logme("error", "Endorsement data not found");
+                return ['status' => "Failed", 'message' => "Endorsement data not found", 'data' => ['params' => $params]];
+            }
+        }
+        
+        $action_type_string = $params['action_type'];
+         if(in_array($params['action_type'], ['dependent_addition', 'missed_inception'])){
+            $action_type_string = "addition";
+         }
+
+
+        $policy_transaction_data = $this->policyTransactionModel
+            ->where('is_active', 1)
+            ->where('client_policy_id', $params['client_policy_id']);
+
+        if ($params['action_type'] != "inception") {
+            $policy_transaction_data = $policy_transaction_data->where('endorsement_no', $endorsement_data['endorsement_no']);
+        }
+
+        $policy_transaction_data = $policy_transaction_data
+            ->where('action_type', $action_type_string)
+            ->first();
+
+
+        if(empty($policy_transaction_data)){
+            $this->myLogger->logme("error", "Policy transaction data not found");
+            return ['status' => "Failed", 'message' => "Policy transaction data not found", 'data' => ['params' => $params]];
+        }
+
+
+        $pt_co_share_data = $this->PTCOShareDetailsModel->where('is_active', 1)->where('pt_id', $policy_transaction_data['id'])->findAll();
+
+         if(empty($pt_co_share_data)){
+            $this->myLogger->logme("error", "PT Co Share Table data not found");
+         }
+
+         $de_activated_pt_co_share_ids = [];
+         foreach ($pt_co_share_data as $key => $value) {
+            $this->PTCOShareDetailsModel->where('id', $value['id'])->set(['is_active' => 0])->update();
+            $de_activated_pt_co_share_ids[] = $value['id'];
+         }
+
+         $this->myLogger->logme("error", "De-activated pt_co_share_ids : ". json_encode($de_activated_pt_co_share_ids));
+
+         $update_return = $this->policyTransactionModel->where('id', $policy_transaction_data['id'])->set(['is_active' => 0])->update();
+
+         if($update_return){
+            $this->myLogger->logme("error", "Policy transaction data de-active successfully");
+            return ['status' => "Success", 'message' => "Policy transaction data Truncated successfully", 'data' => ['params' => $params]];
+         }else{
+            $this->myLogger->logme("error", "Failed to de-active policy transaction data");
+            return ['status' => "Success", 'message' => "Failed to truncated the policy transaction data", 'data' => ['params' => $params]];
+         }
+
+    }
+
+
 
 
 

app/Controllers/EmployeeController.php

@@ -190,7 +190,7 @@ class EmployeeController extends AdminController
         // print_r($this->request->getPost('upload-action-type'));
         // die();
         // $empServiceController = new EmployeeServiceController();
-        // $res = $empServiceController->excelFileFormatValidation(['file_id' => '42']);
+        // $res = $empServiceController->excelFileDataValidation(['file_id' => '933']);
         // dd($res);
 
         // $empServiceController = new EmployeeServiceController();
@@ -315,8 +315,10 @@ class EmployeeController extends AdminController
         //     ->join('clients c', 'files.client_id = c.id and files.client_id = cp.client_id', 'left')
         //     ->where('files.created_by', get_session_userid())->orderBy('files.created_at', 'desc')->findAll();
         //     dd($this->fileModel->getLastQuery());
+        $role_id = get_role_id();
+        $user_id = get_session_userid();
 
-        $data['fileList'] = $this->fileModel
+        $query = $this->fileModel
                             ->select([
                                 'files.id','files.file_name','files.created_by','files.created_at','files.is_active','files.status','files.client_id','files.policy_id','files.client_branch_id','files.action','files.uploaded_by',
                                 'up.emp_code',
@@ -334,13 +336,20 @@ class EmployeeController extends AdminController
                             ->join('client_branch cb', 'files.client_branch_id = cb.id', 'left')
                             ->join('policy_type', 'policy_type.id = cp.policy_type_id')
                             ->join('clients c', 'files.client_id = c.id and files.client_id = cp.client_id', 'left')
+                            ->join("client_rm cr","cr.client_id = c.id and cr.is_active = 1",'left')
+                            ->where('files.is_active', 1);
+                            if (in_array($role_id, [2, 3])) {
+            
+                                // If the user is a Account Manager or Manager, filter by user_id
+                                $query->where('cr.user_id', $user_id);
+                            }
                             // ->where('files.created_by', get_session_userid())
-                            ->orderBy('files.created_at', 'desc')
-                            ->limit(100)
+                            $data['fileList'] = $query->groupBy("c.id")->orderBy('files.created_at', 'desc')
+                            ->limit(1500)
                             ->find();
         // dd($data['fileList']);
 
-        $data['batch_list'] = $this->batchFileModel->select("
+        $query2 = $this->batchFileModel->select("
 
                          batch_files.id, 
                          batch_files.client_id, 
@@ -360,12 +369,13 @@ class EmployeeController extends AdminController
                          batch_files.status,
                          batch_files.client_branch_id,
 
-                         CASE 
-                            WHEN batch_files.status = 'partially success' THEN
-                               batch_files.error_data 
+                        CASE 
+                            WHEN batch_files.status = 'partially success' OR batch_files.status = 'in-progress-partially' THEN
+                                batch_files.error_data 
                             ELSE 
-                               error_data = null
-                         END AS error_data,
+                                NULL
+                        END AS error_data,
+
 
                          clients.short_name as client_short_name, 
                          client_branch.branch_name,
@@ -377,9 +387,18 @@ class EmployeeController extends AdminController
         ->join('client_branch', 'client_branch.id = batch_files.client_branch_id')
         ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
         ->join('clients', 'clients.id = client_policy.client_id')
-        ->orderBy('batch_files.id', 'desc')
-        ->limit(1000)
-        ->find();
+        ->join("client_rm cr","cr.client_id = clients.id and cr.is_active = 1",'left')
+        ->where('batch_files.is_active', 1);
+                            if (in_array($role_id, [2, 3])) {
+            
+                                // If the user is a Account Manager or Manager, filter by user_id
+                                $query2->where('cr.user_id', $user_id);
+                            }
+                            // ->where('files.created_by', get_session_userid())
+                            $data['batch_list'] = $query2->groupBy("clients.id")->orderBy('batch_files.id', 'desc')
+                            ->limit(1500)
+                            ->find();
+        
 
 
         // dd($data['fileList']);die();
@@ -433,7 +452,7 @@ class EmployeeController extends AdminController
             $filePath = ROOTPATH . 'public/sample_excel/sample_correction .xls';
         } else if ($actionType == 'si_enhancement') {
             $filePath = ROOTPATH . 'public/sample_excel/sample_si_enhancement.xls';
-        } else if ($actionType == 'dependent_addtion') {
+        } else if ($actionType == 'dependent_addition') {
             $filePath = ROOTPATH . 'public/sample_excel/sample_dependent_addition.xls';
         } else if ($actionType == 'addition') {
             $filePath = ROOTPATH . 'public/sample_excel/sample_addition.xls';
@@ -443,6 +462,8 @@ class EmployeeController extends AdminController
             $filePath = ROOTPATH . 'public/sample_excel/enrollment.xlsx';
         }else if ($actionType == 'missed_inception') {
             $filePath = ROOTPATH . 'public/sample_excel/sample_inception.xls';
+        }else if ($actionType == 'member_data') {
+             $filePath = ROOTPATH . 'public/sample_excel/Sample_Member_Data.xlsx';
         }
 
         // Check if the file exists
@@ -756,8 +777,18 @@ class EmployeeController extends AdminController
 
      public function enrollmentClientList()
      {
+        $role_id = get_role_id();
+        $user_id = get_session_userid();
+
         $data = [];
-        $client_list = $this->clientModel->where('clients.is_active', 1)->findAll();
+        $client_list = $this->clientModel->join("client_rm","client_rm.client_id = clients.id",'left')->where('clients.is_active', 1);
+        if (in_array($role_id, [2, 3])) {
+            
+            // If the user is a Account Manager or Manager, filter by user_id
+            $client_list->where('client_rm.user_id', $user_id);
+        }
+
+        $client_list = $client_list->groupBy("clients.id")->findAll();
         $branch_list = $this->clientBranchModel->where('client_branch.is_active', 1)->findAll();
         $policy_list = $this->clientPolicyModel
                             ->select('client_policy.*, policy_type.policy_type')
@@ -1011,6 +1042,7 @@ class EmployeeController extends AdminController
 
         $data = $this->employeePolicyModel->select('employee_polices.id')
             ->where('employee_polices.is_active', 1)
+            ->where('employee_polices.status', 'active')
             ->where('employee_polices.client_policy_id', $id)
             ->findAll();
 
@@ -1381,6 +1413,13 @@ class EmployeeController extends AdminController
                             $this->myLogger->logme('error', 'cash_deposite table updated -- cd transaction');
                         }
 
+                        //this job for deactive policy transaction and pt co share table entry for BDS Sync
+                         $r = Jobs::addJob(['job_name' => 'removeBDSPolicyTransactionEntryFromTruncate', 'payload' => [
+                            'client_policy_id' => $client_policy_id ?? null,
+                            'file_id' => $file_id ?? null,
+                            'action_type' => $file['action'] ?? null,
+                        ]]);
+
                     }else{
 
                         $this->myLogger->logme('error', '---- There is no data to truncate ----');
@@ -1531,6 +1570,13 @@ class EmployeeController extends AdminController
 
                 }
 
+                //this job for deactive policy transaction and pt co share table entry for BDS Sync
+                $r = Jobs::addJob(['job_name' => 'removeBDSPolicyTransactionEntryFromTruncate', 'payload' => [
+                    'client_policy_id' => $client_policy_id ?? null,
+                    'file_id' => $file_id ?? null,
+                    'action_type' => $file['action'] ?? null,
+                ]]);
+
                 $this->myLogger->logme('error', 'SUCCESSFULLY TRUNCATED');
 
                 return $this->respond(['dataStatus' => true, 'code' => 200, 'data' => 'success'], 200);
@@ -2358,7 +2404,7 @@ class EmployeeController extends AdminController
         } else if ($actionType == 'deletion') {
             $filePath = ROOTPATH . 'public/sample_import_excel/sample_import_Deletion.xlsx';
         }else if ($actionType == 'missed_inception') {
-            $filePath = ROOTPATH . 'public/sample_import_excel/sample_import_Inception.xlsx';
+            $filePath = ROOTPATH . 'public/sample_import_excel/sample_import_Addition.xlsx';
         }
 
         // Check if the file exists

app/Controllers/EmployeeRestController.php

@@ -1100,7 +1100,7 @@ class EmployeeRestController extends AdminController
             $keysToRemove  = ["removable_keys"];
             // Retrieve employee policy data by passing the employee primary key
             $empPolicy = $this->employeeModel->getEmployeePolicy($id);
-// dd($empPolicy);
+            // dd($empPolicy);
             // Retrieve employee and dependents data by passing the employee code
             $employeeData = $this->employeeModel->where('emp_code',$emp_code)
                                                 ->where('client_id',$client_id)
@@ -2501,8 +2501,9 @@ class EmployeeRestController extends AdminController
 
     function getEmployeeActiveOrInactivePolicy()
     {
-        if($this->request->getGet('type') == 'Active'){ $policy_status = 1; }else{ $policy_status = 0; }
-        $ClientPolicyData =  $this->clientPolicyModel->select('client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url,  policy_type.long_name as policy_long_name')
+        if($this->request->getGet('type') == 'Active'){ $policy_status = 1; $policy_status_key = "Active"; }else{ $policy_status = 0; $policy_status_key = "InActive";}
+        $dayInterval = 10;
+        $ClientPolicyData =  $this->clientPolicyModel->select("client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url,  policy_type.long_name as policy_long_name, DATE_ADD(client_policy.policy_end_date, INTERVAL {$dayInterval} DAY) as claims_grace_date")
                                                     ->join('insurers', 'client_policy.insurer_id = insurers.id', 'left')
                                                     ->join('tpa', 'client_policy.tpa_id = tpa.id', 'left')
                                                     ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
@@ -2526,15 +2527,15 @@ class EmployeeRestController extends AdminController
                                             ->get()->getRow()->name;
         $whereArrayForId = [];
         foreach ( $employeeData as $key => $value) { array_push($whereArrayForId, $value['id']); }
-        
+
         if(count($ClientPolicyData) > 0 && count($employeeData) > 0)
         {
             $result = [];
             foreach ($ClientPolicyData as $key => $ClientPolicyValue) {
 
-
-
-               
+                if (strtotime(date('Y-m-d') > strtotime($ClientPolicyValue['claims_grace_date']))) {
+                    continue;
+                }
 
                 if($ClientPolicyValue['policy_type_id'] == 1)
                 { 
@@ -2555,11 +2556,7 @@ class EmployeeRestController extends AdminController
                 }
 
                 $terms = json_decode($ClientPolicyValue['policy_terms'] , true);
-                $data['policy_terms'] = isset($terms['enrollment_display_key']) 
-                && !empty($terms['enrollment_display_key']) 
-                ? $terms['enrollment_display_key'] 
-                : $this->policyTermsFiter($terms, $policyGroup);
-                $terms = json_decode($ClientPolicyValue['policy_terms']);
+                $data['policy_terms'] = isset($terms['enrollment_display_key']) && !empty($terms['enrollment_display_key']) ? $terms['enrollment_display_key'] : $this->policyTermsFiter($terms, $policyGroup);
                 
 
                 $data['client_id'] = $ClientPolicyValue['client_id'];
@@ -2573,6 +2570,8 @@ class EmployeeRestController extends AdminController
                 $data['policy_start_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_start_date']);
                 $data['policy_end_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_end_date']);
                 $data['heading'] = $ClientPolicyValue['policy_long_name'];
+                $data['claims_grace_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['claims_grace_date']);
+                $data['policy_status'] = $policy_status_key;
                 // $data['policy_terms'] = $terms;
 
                 // if($ClientPolicyValue['policy_type_id'] == 1){ $data['heading'] = 'Group Personal Accident Coverage'; }else
@@ -3120,6 +3119,8 @@ class EmployeeRestController extends AdminController
 
     }
 
+    // ---------------- TICKET API's ---------------------------------------------------------------------------------------------------
+
     //Get Data from post for inserting ticket and message
     public function initiateClaim()
     {
@@ -3130,6 +3131,18 @@ class EmployeeRestController extends AdminController
         $client_policy_id = $received_data['client_policy_id'];
         $insured_emp_id = $received_data['insured_emp_id'];
 
+        if (empty($received_data['doa'])) {
+            $received_data['doa'] = null;
+        } else{
+            $ticket_data['doa'] = change_date_format($received_data['doa']);
+        }
+
+        if (empty($received_data['dod'])) {
+            $received_data['dod'] = null;
+        } else{
+            $ticket_data['dod'] = change_date_format($received_data['dod']);
+        }
+
         $sql = "
             select 
                 cp.policy_type_id,
@@ -3172,29 +3185,42 @@ class EmployeeRestController extends AdminController
         if(!empty($emp_ticket_data)){
 
             $fetchData = $emp_ticket_data[0];
-            $fetchData['claim_status_id'] =  $this->claimStatusModel
-                ->select('id')
-                ->where('ticket_type', $fetchData['ticket_type_id'])
-                ->orderBy('id', 'asc')
-                ->first()['id'];
+
+            $claimStatusQuery = $this->claimStatusModel
+            ->select('id')
+            ->where('ticket_type', $fetchData['ticket_type_id'])
+            ->orderBy('id', 'asc');
+        
+            if ($fetchData['ticket_type_id'] == 1 && !empty($fetchData['tpa_no'])) {
+                $results = $claimStatusQuery->findAll(2);
+                $fetchData['claim_status_id'] = $results[1]['id'] ?? $results[0]['id'];
+            } else {
+                $fetchData['claim_status_id'] = $claimStatusQuery->first()['id'];
+            }
+        
 
             $fetchData['priority'] = 1;
-            $fetchData['mode_of_intimation'] = 1;
+            $fetchData['mode_of_intimation'] = 3;
+            $fetchData['claim_type'] = 1;
             $fetchData = array_merge($fetchData, $received_data);
 
+            $fetchData['relationship'] = strtolower($fetchData['relationship']) ?? $fetchData['relationship'];
             // print_r($fetchData); die;
             $insert_status = $this->ticketMaster->insert($fetchData);
             $ticket_id = $this->ticketMaster->insertID();
 
             if ($insert_status && !empty($ticket_id)) {
 
+                //insert first history
+                $this->ticketController->putHistoryAfterInsert($fetchData, $ticket_id);
+
                 $messagesData = [
                     'ticket_id' => $ticket_id ?? null,
                     'sender' => 'user',
                     'claim_status' => $fetchData['claim_status_id'] ?? null,
                     'emp_mail' => $fetchData['emp_mail'] ?? null,
-                    'mail_subject' => $fetchData['subject'] ?? null,
-                    'mail_content' => $fetchData['message'] ?? null,
+                    'mail_subject' => $fetchData['subject'] ?? "New Claim",
+                    'mail_content' => $fetchData['message'] ?? "New Claim",
                 ];
 
                 if (!empty($messagesData['ticket_id'])) {
@@ -3207,18 +3233,12 @@ class EmployeeRestController extends AdminController
                     $message = 'Claim Iniated Successfully';
                     return $this->respond(['status' => true, 'code' => 200, 'message' => $message], 200);
                 } else {
-                    $mail_sent_status = json_decode($mail_sent_status);
+                    $mail_sent_status_object = json_decode($mail_sent_status);
                 }
-                // dd(gettype($mail_sent_status));
 
-                if ($mail_sent_status->status == 'success') {
-                    $sent_message_data['ticket_id'] = $ticket_id;
-                    $sent_message_data['sender'] = 'staff';
-                    $sent_message_data['emp_mail'] = $mail_sent_status->data->params->mail;
-                    $sent_message_data['mail_subject'] = $mail_sent_status->data->params->subject;
-                    $sent_message_data['mail_content'] = $mail_sent_status->data->params->message;
+                if ($mail_sent_status_object->status == 'success') {
 
-                    $message_insert_status = $this->ticketMessage->insert($sent_message_data);
+                    $message_insert_status = $this->ticketController->autoMessageInsertBasedOnMailResponse($mail_sent_status, $ticket_id);
 
                     if ($message_insert_status) {
                         $message = 'Claim Initiated Successfully';
@@ -3229,11 +3249,11 @@ class EmployeeRestController extends AdminController
                         return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
                     }
                 } else {
-
                     $message = 'Claim Initiated, Failed to send Mail ';
                     $this->myLogger->logme('error', "Claim initiated, Failed to send Mail :$ticket_id ");
                     return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
                 }
+
             } else {
                 $message = 'Something Went Wrong';
                 return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
@@ -3310,4 +3330,23 @@ class EmployeeRestController extends AdminController
         return $this->response->setJSON(['ticket_data' => $ticket_data])->setStatusCode(200);
     }
 
+    public function getWellnessUrl()
+    {
+        // $url = "https://aam.mohfw.gov.in/home/login";
+        $url = "";
+
+        if (!empty($url)) {
+            return $this->respond([
+                'status' => 'success',
+                'data' =>  $url
+            ], 200);
+        } else {
+            return $this->respond([
+                'status' => 'failed',
+                'message' => 'Coming soon........!'
+            ], 200);
+        }
+    }
+
+
 }

app/Controllers/EmployeeServiceController.php

@@ -28,6 +28,9 @@ use App\Controllers\JobWorker ;
 use PhpOffice\PhpSpreadsheet\Spreadsheet;
 use Kint\Kint;
 
+use App\Helpers\ExcelSanitizeHelper;
+
+
 class EmployeeServiceController extends AdminController
 {
 
@@ -150,7 +153,7 @@ class EmployeeServiceController extends AdminController
                     'is_mandatory' => ['I', 'A', 'DA'],
                     'data_type' => 'str',
                     'format' => null,
-                    'allowed_values' => null,
+                    'allowed_values' => ['Self', 'Spouse', 'Son', 'Daughter', 'Father', 'Mother', 'Father in Law', 'Mother in Law'],
                     'custom' => 'check_relationship',
                     'params' => ['row', 'relationship', 'policy_terms']
                 ],
@@ -468,7 +471,7 @@ class EmployeeServiceController extends AdminController
                         'format' => null,
                         'allowed_values' => null,
                         'custom' => 'check_si',
-                        'params' => ['row', 'policy_terms', 'slab_details']
+                        'params' => ['row', 'policy_details', 'slab_details']
                     ],
                     'date_of_enhancement' => [
                         'col_idx' => 4,
@@ -725,6 +728,7 @@ class EmployeeServiceController extends AdminController
         $allowedHighestColumn = end($columns_to_check);
         // dd($allowedHighestColumn);
         $excel_data = $sheet->rangeToArray('A1:' . $allowedHighestColumn['col_cell_name'] . $highestRowAndColumn['row']);
+        $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
        // !dd(array_chunk($excel_data,20)[0]);
 
         //check no of columns in excel
@@ -994,7 +998,7 @@ class EmployeeServiceController extends AdminController
 
         $allowedHighestColumn = end($columns_to_check);
         $excel_data = $sheet->rangeToArray('A1:' . $allowedHighestColumn['col_cell_name'] . $highestRowAndColumn['row']);
-        // print_r($keys);die();
+        $excel_data = ExcelSanitizeHelper::sanitizeArrayData($excel_data);
 
         //remove header
         unset($excel_data[0]);
@@ -1032,6 +1036,14 @@ class EmployeeServiceController extends AdminController
                                  // kint::dump($family);
                                  $family = data_group_by_family($family)[ $emp_id ];// reason to call this again  bring self to first index of the array
                             }
+                            $firstNonTemp = null;
+
+                            foreach ($family as $fam) {
+                                if (!isset($fam['temp'])) {
+                                    $firstNonTemp = $fam;
+                                    break;
+                                }
+                            }
                             // kint::dump($family);//die();
                             
                             //check name dup within a family
@@ -1067,7 +1079,7 @@ class EmployeeServiceController extends AdminController
                                 if(!count($self_details))
                                 {
                                         array_push($result['error_summary'],14); // Self not found
-                                        $result['error_data'][ $family[0][0] ]['sno']['error'][] = "Self not found in Database";
+                                        $result['error_data'][ $firstNonTemp[0] ]['sno']['error'][] = "Self not found in Database";
                                 }
                             }
                            
@@ -1075,7 +1087,7 @@ class EmployeeServiceController extends AdminController
                            if($file['action'] == 'dependent_addition' || $file['action'] == 'addition' || $file['action'] == 'inception'|| $file['action'] == 'missed_inception' || $file['action'] == 'enrollment')
                             {
                                 $res = check_dependent_conflict($family,$policy_terms,$file['action'],$is_lgbtq);
-                                // dd($res);
+                                // Kint::dump($res);
                                 if(!$res['status'])
                                 {
                                     foreach($res['error_data'] as $key => $value)
@@ -1088,7 +1100,7 @@ class EmployeeServiceController extends AdminController
 
                             //check dup with empid and name with db 
                             $res = name_and_empid_check_in_db($family,$file);
-                            // dd($res);
+                            // Kint::dump($res['del']);
                             // echo '<br/>';
                             // print_r($res);
                             if(count($res['del']))
@@ -1110,7 +1122,7 @@ class EmployeeServiceController extends AdminController
                         }// end of foreach
         }// end of if current action I,DA,A
 
-                 // return $result;
+                //  return $result;
                 // die();
                 if(isset($result['error_summary']) && count($result['error_summary']))
                         {
@@ -1356,19 +1368,28 @@ class EmployeeServiceController extends AdminController
               break;
             }
             // echo '<br>START- ' . $row[2];
-            $employee = $this->employeeModel->where('emp_code', $row[1])->where('name',$row[2])->where('client_id',$file['client_id'])->where('client_branch_id',$file['client_branch_id'])->first();
+
+            $employee = $this->employeeModel
+                        ->where('emp_code', $row[1])
+                        ->where('name',$row[2])
+                        ->where('client_id',$file['client_id'])
+                        ->where('client_branch_id',$file['client_branch_id'])
+                        ->where('emp_status !=','truncated')
+                        ->where('is_active', 1)
+                        ->first();
             // $employee = $this->employeeModel->where('emp_code', $row[1])->where('name',$row[2])->where('client_id',$file['client_id'])->first();
             // dd($employee);
             if(is_array($employee) && count($employee))
             {
                 // dd($employee);
                     $existing_endorsements = $this->empEndorsementModel->where('actions','d')
-                                                             ->where('table_name','employees')
+                                                             ->where('table_name','employee_polices')
                                                              ->where('endorsement_id is null')
                                                              ->where('emp_code',$employee['emp_code'])
                                                              ->where('name',$employee['name'])
-                                                             ->where('field_name','emp_status')
+                                                             ->where('field_name','status')
                                                              ->where('status !=','truncated')
+                                                             ->where('is_active', 1)
                                                              ->findAll();
 
                     // dd($existing_endorsements);                                                             
@@ -1527,8 +1548,21 @@ class EmployeeServiceController extends AdminController
               break;
             }
             // echo '<br>START- ' . $row[2];
-            $employee = $this->employeeModel->where('emp_code', $row[1])->where('name',$row[2])->where('client_id',$file['client_id'])->where('client_branch_id',$file['client_branch_id'])->first();
-            $employee_policy = $this->employeePolicyModel->where('employee_id',$employee['id'])->where('client_policy_id',$file['policy_id'])->first();
+            $employee = $this->employeeModel
+                        ->where('emp_code', $row[1])
+                        ->where('name',$row[2])
+                        ->where('client_id',$file['client_id'])
+                        ->where('client_branch_id',$file['client_branch_id'])
+                        ->where('emp_status', 'active')
+                        ->where('is_active', 1)
+                        ->first();
+            $employee_policy = $this->employeePolicyModel
+                ->where('employee_id',$employee['id'])
+                ->where('client_policy_id',$file['policy_id'])
+                ->where('status', 'active')
+                ->where('is_active', 1)
+                ->first();
+            // dd($employee, $employee_policy);
 
             $existing_endorsements = $this->empEndorsementModel->where('actions','si')
                                                      ->where('table_name','employee_polices')
@@ -1552,9 +1586,19 @@ class EmployeeServiceController extends AdminController
                     if($pre_rack_rate_name != $slab_value['rack_rate_name'])
                     {
                         $pre_rack_rate_name = $slab_value['rack_rate_name'];
-                        $rack_rate_json = json_decode($slab_value['additional_relationship']);
-                        if(in_array(strtolower($employee['relationship']), $rack_rate_json) && $rack_rate_json[ strtolower($employee['relationship']) ] != 0 && $rack_rate_json[ strtolower($employee['relationship']) ] != 'NA')
-                        {
+                        $rack_rate_json = json_decode($slab_value['additional_relationship'], true);
+                        $relationship_array_key = strtolower(trim($employee['relationship']));
+
+                        if (in_array($relationship_array_key, ['son', 'daughter'])) {
+                            $relationship_array_key = 'childrens';
+                        } elseif (in_array($relationship_array_key, ['father', 'mother'])) {
+                            $relationship_array_key = 'parents';
+                        } elseif (in_array($relationship_array_key, ['father in law', 'mother in law', 'father-in-law', 'mother-in-law'])) {
+                            $relationship_array_key = 'parents-in-law';
+                        }
+
+                        if(array_key_exists($relationship_array_key, $rack_rate_json) && $rack_rate_json[$relationship_array_key] != 0 && $rack_rate_json[$relationship_array_key] != 'NA')
+                        {   
                             $applicable_rack_rate_name = $slab_value['rack_rate_name'];
                             $applicable_rack_rate_master = $slab_value['grid_master'];
                             break;
@@ -1563,11 +1607,13 @@ class EmployeeServiceController extends AdminController
                 }
                 
                 //get max age,max count of the familiy
-                $max_age_and_max_count_of_current_member = $this->employeeModel->getFamiliyCountAndMaxage($employee['emp_code']); 
+                $max_age_and_max_count_of_current_member = $this->employeeModel->getFamiliyCountAndMaxage($employee['emp_code']);
                 //transform SI excel row data as inception excel OR premium calculateable fomart
 
                 $data = transform_si_excel_row_to_calculatable_format(employee: $employee,employee_policy: $employee_policy,maxage_and_maxcount: $max_age_and_max_count_of_current_member,slab_details: $slab_details,applicable_slab_name: $applicable_rack_rate_name,augmented_si: $row[3],grid_master: $applicable_rack_rate_master);
                 $policy_terms = $this->clientPolicyModel->getPolicyDetails($file['client_id'],$file['policy_id']);
+                $policy_terms = (array) $policy_terms[0];
+                // dd($policy_terms);
                 //grouping slab details by rack rate name
                 $temp_slab_rates =  group_slab_rates_basedon_name($slab_details);
 
@@ -1585,6 +1631,7 @@ class EmployeeServiceController extends AdminController
 
 
         }
+
         $this->fileModel->where('id', $file_id)->set(['status' => 'success','reason' => ''])->update();
         $this->myLogger->logme("error",'{file_id} uploaded success',['file_id' => $file_id]);
         //set success msg to pull notifications
@@ -1658,6 +1705,7 @@ class EmployeeServiceController extends AdminController
                                     // $this->myLogger->logme('error',('Insert - ' .  $value['emp_code'] .' - '. $value['name']));
                                     // echo 'update emp';
                                 }
+                                $value = ExcelSanitizeHelper::sanitizeArrayData($value);
                                 $this->employeeModel->save($value);
                                 if (isset($value['id'])) {
                                     $emp_id = $value['id'];
@@ -2048,12 +2096,14 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
                                 $relation = 'parent';
                             } else if(strtolower(trim($value['relationship'])) === 'son' || strtolower(trim($value['relationship'])) === 'daughter'){
                                 $relation = 'child';
-                            }else if(strtolower(trim($value['relationship'])) === 'father in law' || strtolower(trim($value['relationship'])) === 'mother in law'){
+                            }else if((strtolower(trim($value['relationship'])) === 'father in law' || strtolower(trim($value['relationship'])) === 'mother in law') || (strtolower(trim($value['relationship'])) === 'father-in-law' || strtolower(trim($value['relationship'])) === 'mother-in-law')){
                                 $relation = 'parent_in_law';
                             }else if(strtolower(trim($value['relationship'])) === 'spouse'){
                                 $relation = 'spouse';
-                            }else{
+                            }else if(strtolower(trim($value['relationship'])) === 'self'){
                                 $relation = 'self';
+                            }else {
+                                $relation = '';
                             }
                             $value['family_floater_key'] = $relation;
 
@@ -2081,7 +2131,8 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
                                 $value['created_by'] = $file['created_by'];
                                 $log_message = 'Enrollment Insert Employee- '.$value['name'] .'('.$value['emp_code'] .') with PK ';
                             }
-
+                            
+                            $value = ExcelSanitizeHelper::sanitizeArrayData($value);
                             $this->employeeModel->save($value);
                              if (isset($value['id'])) 
                              {  $emp_id = $value['id']; } 

app/Controllers/JobWorker.php

@@ -123,6 +123,14 @@ class JobWorker extends AdminController
     'type' => 'CC', // Handler Category
     'handler' => 'App\Controllers\EmpDataServiceController',
     ],
+    'makeEntryForBDSPolicyTransaction' => [
+        'type' => 'CC', // Handler Category
+        'handler' => 'App\Controllers\EmpDataServiceController',
+    ],
+    'removeBDSPolicyTransactionEntryFromTruncate' => [
+        'type' => 'CC', // Handler Category
+        'handler' => 'App\Controllers\EmpDataServiceController',
+    ],
     'employeesEnrollmentInsert' => [
         'type' => 'CC', // Handler Category
         'handler' => 'App\Controllers\EmployeeServiceController',
@@ -130,7 +138,11 @@ class JobWorker extends AdminController
     'calculateMembersDemography' => [
         'type' => 'CC', // Handler Category
         'handler' => 'App\Controllers\LeadsController',
-    ]
+    ],
+    'updatePolicyTransactionDataWhileClinetPolicyUpdate' => [
+        'type' => 'CC', // Handler Category
+        'handler' => 'App\Controllers\ClientController',
+    ],
 ];
 
     

app/Controllers/LoginController.php

@@ -94,7 +94,7 @@ class LoginController extends BaseController
         // setcookie('session_data', '', time() - 3600, $path);
         $path = getenv('cookie.Path');
         $domain = getenv('cookie.Domain');
-        $https = getenv('ccokie.secure');
+        $https = getenv('cookie.secure');
         setcookie('session_data',null, time() -3600, $path, $domain, $https, true);
         return redirect()->to(base_url('login'));
     }

app/Controllers/MasterController.php

@@ -1422,11 +1422,12 @@ class MasterController extends AdminController
         if ($insert) {
 
             //for CD Tranction Table
+            $cd_tranction_data['cd_ac_pk'] = $this->CDMasterModel->insertID();
             $response = DepositHelper::saveDeposit($cd_tranction_data, $loggedInUserID);
             
             $cd_data = $this->CDMasterModel->where('client_id', $data['client_id'])->where('insurer_id', $data['insurer_id'])->findAll();
 
-            return $this->respond(['status' => true, 'data' => $cd_data, 'cd_ac_no'=>$data['cd_ac_no'], 'message' => 'CD Account number created successfully'], 200);
+            return $this->respond(['status' => true, 'data' => $cd_data, 'cd_ac_no'=>$data['cd_ac_no'], 'message' => 'CD Account number created successfully', "FOR BDS PURPOSE"], 200);
         }else{
             return $this->respond(['status' => false, 'message' => 'Failed to created CD Account number'], 200);
         }
@@ -1679,7 +1680,7 @@ class MasterController extends AdminController
             ["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
             ["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
         ];
-        $email_id = 'srinivas.saravanan@venbainfotech.com';
+        $email_id = ['srinivas.saravanan@venbainfotech.com','srinivassaravanan2002@gmail.com'];
         $params = ['mail'=>$email_id];
         $common = ['mail_type'=>'test_mail_cli'];
         // $bcc = "vijayalakshmi@nhanceindia.in,vitvelz@gmail.com,velmurugan.s@venbainfotech.com,hariharan@nhanceindia.in,hariharan@jubiliant.in,srinivas.saravanan@venbainfotech.com";
@@ -1828,4 +1829,22 @@ class MasterController extends AdminController
         echo "################################################################\n\n";
     }
 
+    public function sendMutipleToEmails()
+    {
+
+        $message = '<style>body{font-family:Arial,sans-serif;color:#333;line-height:1.6;margin:0;padding:0}.email-container{width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9}.header{background-color:#4a90e2;color:#fff;padding:15px;text-align:center}.header h1{margin:0;font-size:24px}.content{padding:20px;background-color:#fff}.content h2{color:#4a90e2;font-size:20px;margin-top:0}.content p{margin:10px 0}.details-table{width:100%;border-collapse:collapse;margin-top:20px}.details-table td,.details-table th{border:1px solid #ddd;padding:10px;text-align:left}.details-table th{background-color:#f2f2f2}.footer{margin-top:20px;font-size:12px;color:#777;text-align:center}.attachment-note{margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic}</style><div class=email-container><div class=header><h1>Request for Quotation (RFQ)</h1></div><div class=content><h2>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2>RFQ Details</h2><table class=details-table><tr><th>Client name<td>{{CLIENT_NAME}}<tr><th>Coverage Type<td>{{POLICY_LONG_NAME}}<tr><th>Policy Start Date<td>{{POLICY_START_DATE}}<tr><th>Policy Duration<td>{{DURATION}}</table><div class=attachment-note>Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div class=footer><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
+        $attachments =  [
+            ["filePath" => ROOTPATH."public/sample_excel/sample_addition.xls","fileName" => "sample_addition.xls"],
+            ["filePath" => ROOTPATH."public/sample_excel/sample_inception.xls","fileName" => "sample_inception.xls"],
+            ["filePath" => ROOTPATH."public/assets/images/login_bg.jpg","fileName" => "login_bg.jpg"]
+        ];
+        $email_id = 'venkateshraman786@gmail.com';
+        $params = ['mail'=>$email_id];
+        $multi_mails = ['venkateshraman786@gmail.com', 'gowtham.manavalan.la@gmail.com', 'venkatesh.r@venbainfotech.com'];
+        $common = ['mail_type'=>'test_mail_cli'];
+        $bcc = "vitvelz@gmail.com,velmurugan.s@venbainfotech.com,srinivas.saravanan@venbainfotech.com";
+        $result = MailHelper::send_email(['mail' => $multi_mails, 'bcc'=>$bcc, 'params'=>$params,'subject' => 'Send Multiple " To " emails','message' => $message,'attachments' => $attachments,'common'=>$common]);
+        dd($result);
+    }
+
 }

app/Controllers/RestAuthenticationController.php

@@ -84,7 +84,7 @@ class RestAuthenticationController extends AdminController
                                     ->where('employees.emp_status !=', 'truncated')
                                     ->where('employees.mobile', $mobile_number)
                                     ->where('EP.is_active', 1)
-                                    ->whereIn('EP.status', ['active'])
+                                    ->whereIn('EP.status', ['active', 'expired'])
                                     ->first();
         
           
@@ -124,7 +124,7 @@ class RestAuthenticationController extends AdminController
                 ->where('employees.emp_status !=', 'truncated')
                 ->where('employees.email_corporate', $email)
                 ->where('EP.is_active', 1)
-                ->whereIn('EP.status', ['draft', 'enrolled'])
+                ->whereIn('EP.status', ['active', 'expired'])
                 ->first();
 
             if (isset($employeeData['employee_id'])) {
@@ -184,6 +184,47 @@ class RestAuthenticationController extends AdminController
 
     }
 
+    public function updateEmpMPIN()
+    {
+        $requestData = $this->request->getJSON();
+        $mobile_number = $requestData->mobile_number ?? null;
+        $email_id = $requestData->email_id ?? null;
+        $new_mpin = $requestData->new_mpin ?? $requestData->mpin ?? null;
+        $old_mpin = $requestData->old_mpin ?? null;
+    
+        if (!$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.']);
+        }
+    
+        // Update MPIN
+        $updated = $this->employeeModel->update($employeeData['id'], ['mpin' => $new_mpin]);
+    
+        return true;
+    }
+    
+
+
     public function getVerifiedUserData()
     {
         try {
@@ -521,15 +562,14 @@ class RestAuthenticationController extends AdminController
             $mobile_number = isset($this->request->getJSON()->mobile_number) ? $this->request->getJSON()->mobile_number : null;
             $email_id = isset($this->request->getJSON()->email_id) ? $this->request->getJSON()->email_id : null;
             $mpin = $this->request->getJSON()->mpin;
-
             if (isset($mobile_number)) 
             {
                 $employeeData = $this->employeeModel->where('mobile', $mobile_number)->where('relationship', 'self')->first();
             }else{
                 $employeeData = $this->employeeModel->where('email_corporate', $email_id)->where('relationship', 'self')->first();
             }
-           
             if ($employeeData && $mpin == $employeeData["mpin"]) {
+
                 $auth =  HttpRequestHelper::getRequestInfo();
                 if ($auth) {
                     $data = [
@@ -547,6 +587,7 @@ class RestAuthenticationController extends AdminController
 
 
                 $result = JWTToken::encode($employeeData);
+                // $result = $employeeData;
                 return $this->respond(['status' => 'success','code' => 200,'data' => $result],200);
             } else {
                 return $this->respond(['status' => 'failed','code' => 404,'data' => "Invalid OTP"],200);
@@ -561,7 +602,7 @@ class RestAuthenticationController extends AdminController
         try {
             $mobile_number = isset($this->request->getJSON()->mobile_number) ? $this->request->getJSON()->mobile_number : null;
             $email_id = isset($this->request->getJSON()->email_id) ? $this->request->getJSON()->email_id : null;
-            $mpin = $this->request->getJSON()->mpin;
+            // $mpin = $this->request->getJSON()->mpin;
 
             if (isset($mobile_number)) 
             {
@@ -585,5 +626,32 @@ class RestAuthenticationController extends AdminController
     }
 
 
+    // TokenController.php
+    public function bookstackLoginToken()
+    {
+        $session = \Config\Services::session();
+        $user_data = session()->get('userData');
+        $user = $user_data->email;
+        $secret = getenv('bookstack.token');
+        // $user = 'staff@staff.com';
+        $name = $user_data->first_name ?? 'User';
+
+        $payload = [
+            'email' => $user,
+            'name' => $name,
+            'exp' => time() + (60 * 60 * 24) // expires in 1 day
+        ];
+
+        // dd($payload);
+        $token = base64_encode(json_encode($payload));
+        $signature = hash_hmac('sha256', $token, $secret);
+        $bookStackUrl = getenv('bookstack.baseURL');
+
+        $url = $bookStackUrl . urlencode($token) . '&sig=' . $signature;
+        return redirect()->to($url);
+    }
+
+
+
     
 }

app/Controllers/TicketController.php

@@ -54,6 +54,8 @@ class TicketController extends BaseController
     public function __construct()
     {
         $this->myLogger = \Config\Services::mylogger();
+        set_session_context('Ticket Master Controller');
+
 
         $this->ticketMasterModel = new TicketMasterModel();
 
@@ -120,6 +122,10 @@ class TicketController extends BaseController
             '((POLICY_TYPE))' => 'policy_type',
             '((AUTO_QUERY_CONTENT))' => 'auto_query_content',
             '((CLAIM_FORM_LINK))' => 'claim_form_link',
+            '((CLAIM_FEEDBACK_FORM))' => 'claim_feedback_form',
+            '((SETTLED_LETTER))' => 'settle_letter',
+            '((APPROVED_LETTER))' => 'approved_letter',
+            '((APPROVED_DESCRIBTION))' => 'approved_description',
         ];
         $this->extraFields = [
             1 => ['non_id_reason'],
@@ -129,13 +135,13 @@ class TicketController extends BaseController
             5 => ['claim_number', 'registration_date'],
             7 => ['query_received_date'],
             8 => ['denial_reason','denial_date'],
-            9 => ['approved_amount','approved_date', 'approved_letter'],
+            9 => ['approved_amount','approved_date', 'approved_letter', "approved_description"],
             11 => ['utr_details', 'settled_date', 'settle_letter'],
-            40 => ['approved_amount','approved_date', 'approved_letter'],
+            40 => ['approved_amount','approved_date', 'approved_letter', "approved_description"],
             44 => ['utr_details', 'settled_date', 'settle_letter'],
-            30 => ['approved_amount','approved_date', 'approved_letter'],
+            30 => ['approved_amount','approved_date', 'approved_letter', "approved_description"],
             34 => ['utr_details', 'settled_date', 'settle_letter'],
-            20 => ['approved_amount','approved_date', 'approved_letter'],
+            20 => ['approved_amount','approved_date', 'approved_letter', "approved_description"],
             24 => ['utr_details', 'settled_date', 'settle_letter'],
             14 => ['return_remark', 'awb_no_courier_name'],
             48 => ['return_remark', 'awb_no_courier_name'],
@@ -170,6 +176,9 @@ class TicketController extends BaseController
     public function ticketList()
     {   
         $data['ticket_type'] = $this->ticketType;
+        $data['modeOFIntimate'] = $this->modeOFIntimate;
+        $data['priorityType'] = $this->priorityType;
+        $data['claimType'] = $this->claimType;
         if ($this->request->is('get')) {
             $data['page_name'] = "Claims";
             $data['claim_status'] = $this->claimStatus->select('id,ticket_type,claim_status')->where('is_active', 1)->findAll();
@@ -178,49 +187,76 @@ class TicketController extends BaseController
             return $this->loadLayout('ticket_search', $data);
         } else {
 
-            $data['ticket_data'] = $this->ticketSearch();
-            $html = view('ticket_list', $data);
-            return $this->respond(['status' => true, 'html' => $html], 200);
+            $isFromDashboard = $this->request->getPost("is_dashboard");
+            log_message('error', 'Is From Dashboard: ' . $isFromDashboard);
+
+            if (isset($isFromDashboard) && !empty($isFromDashboard)){
+                $data['page_name'] = "Claims";
+                if ($isFromDashboard == 1) {
+                    
+                    $data['ticket_data'] = $this->ticketSearch(3);
+                    
+                }else if ($isFromDashboard == 2){
+                    $data['ticket_data'] = $this->ticketSearch(4);
+                    
+                }else if ($isFromDashboard == 3){
+                    $data['ticket_data'] = $this->ticketSearch(2);
+                    
+                }else if ($isFromDashboard == 4){
+                    $data['ticket_data'] = $this->ticketSearch(5);
+                    
+                }
+                $data['claim_status'] = $this->claimStatus->select('id,ticket_type,claim_status')->where('is_active', 1)->findAll();
+                $data['client_list'] = $this->clientModel->select('id,client_name')->where('is_active', 1)->findAll();
+                // dd($data);
+                return $this->loadLayout('ticket_search', $data);
+
+            }
+            else{
+                $data['ticket_data'] = $this->ticketSearch();
+                $html = view('ticket_list', $data);
+                return $this->respond(['status' => true, 'html' => $html], 200);
+            }
+
         }
     }
 
     public function ticketSearch($action = null)
-    {   
+    {
         $db = db_connect();
-
-        $subquery = $db->table('ticket_history th')
+        // log_message('error', 'Ticket Search Action: ' . $action);
+        $subquery = $db->table('ticket_master tm')
             ->select([
-                'th.ticket_id',
+                'tm.id AS ticket_id',
                 "CASE
-                    WHEN DATEDIFF(
-                        th.created_at, 
-                        COALESCE(
-                            (SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
-                            tm.created_at
-                        )
-                    ) BETWEEN 0 AND 6 THEN '0-6 Days'
-                    WHEN DATEDIFF(
-                        th.created_at, 
-                        COALESCE(
-                            (SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
-                            tm.created_at
-                        )
-                    ) BETWEEN 7 AND 12 THEN '7-12 Days'
-                    WHEN DATEDIFF(
-                        th.created_at, 
-                        COALESCE(
-                            (SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
-                            tm.created_at
-                        )
-                    ) BETWEEN 13 AND 20 THEN '13-20 Days'
-                    ELSE 'Above 20 Days'
-                END AS tat"
+            WHEN DATEDIFF(
+                CURDATE(), 
+                COALESCE(latest_history.created_at, tm.created_at)
+            ) BETWEEN 0 AND 6 THEN '0-6 Days'
+            WHEN DATEDIFF(
+                CURDATE(), 
+                COALESCE(latest_history.created_at, tm.created_at)
+            ) BETWEEN 7 AND 12 THEN '7-12 Days'
+            WHEN DATEDIFF(
+                CURDATE(), 
+                COALESCE(latest_history.created_at, tm.created_at)
+            ) BETWEEN 13 AND 20 THEN '13-20 Days'
+            ELSE 'Above 20 Days'
+        END AS tat"
             ])
-            ->join('ticket_master tm', 'tm.id = th.ticket_id', 'right')
+            ->join(
+                '(SELECT th.ticket_id, MAX(th.created_at) AS created_at 
+          FROM ticket_history th 
+          WHERE th.field_name = "claim_status_id"
+          GROUP BY th.ticket_id) AS latest_history',
+                'latest_history.ticket_id = tm.id',
+                'left'
+            )
             ->where('tm.is_active', 1)
-        ->groupBy('th.ticket_id, tm.created_at');
+            ->groupBy('tm.id, tm.created_at, latest_history.created_at');
 
-        //action 1 get last 100 rows, action 2 filter and get all rows related to that
+
+        //action 1 get last 100 rows, action 2 filter and get all rows related to that, action 3 gets according to dashboard, action 4 gets according to ACM, action 5 tat
         if ($action == 1) {
 
             $query = $db->table('ticket_master tm')
@@ -232,13 +268,66 @@ class TicketController extends BaseController
                     'tcs.claim_status AS status',
                     'tm.claim_number AS claim_no',
                     'tm.tpa_id',
+                    'tm.tpa_no',
                     'tm.emp_name',
+                    'tm.emp_code',
+                    'tm.relationship',
                     'i.name AS insurer_name',
                     'c.client_name',
                     'tm.insured_name',
                     'c.short_name',
                     'DATE_FORMAT(tm.created_at, "%d-%m-%Y") AS ticket_created_date',
-                    'COALESCE(tat_category.tat, "0-6 Days") AS tat'
+                    'COALESCE(tat_category.tat, "0-6 Days") AS tat',
+
+                    'tm.claim_status_id',
+                    
+                    '(SELECT first_name FROM user_profiles WHERE user_profiles.id = tm.acm_id) AS acm_name',
+                    '(SELECT name FROM insurers WHERE insurers.id = tm.insurer_id) AS insurer_name',
+                    '(SELECT name FROM tpa WHERE tpa.id = tm.tpa_id) AS tpa_name',
+
+                    'tm.acm_id',
+                    'tm.insurer_id',
+                    'tm.tpa_id',
+                    'tm.client_policy_id',
+
+                    'tm.policy_no',
+                    'tm.priority',
+                    'tm.relationship',
+                    'tm.emp_mobile',
+                    'tm.emp_mail',
+                    'tm.emp_personal_mail',
+                    'tm.mode_of_intimation',
+                    'tm.claim_type',
+                    'tm.hospital_name',
+                    'tm.doa',
+                    'tm.dod',
+                    'tm.claim_amount',
+                    'tm.pod_no',
+                    'tm.date_of_join',
+                    'tm.date_of_incep',
+                    'tm.dob',
+                    'tm.date_of_accident',
+                    'tm.date_of_death',
+                    'tm.date_of_intimat',
+                    'tm.si_amt',
+                    'tm.raised_date',
+                    'tm.registration_date',
+                    'tm.query_received_date',
+                    'tm.denial_date',
+                    'tm.approved_date',
+                    'tm.settled_date',
+                    'tm.denial_reason',
+                    'tm.approved_letter',
+                    'tm.approved_amount',
+                    'tm.utr_details',
+                    'tm.settle_letter',
+                    'tm.return_remark',
+                    'tm.cancel_remark',
+                    'tm.awb_no_courier_name',
+                    'tm.non_id_reason',
+                    'tm.pay_initiate_date',
+                    'tm.approved_description'
+
                 ])
                 ->join('insurers i', 'i.id = tm.insurer_id AND i.is_active = 1', 'left')
                 ->join('clients c', 'c.id = tm.client_id AND c.is_active = 1', 'left')
@@ -247,54 +336,142 @@ class TicketController extends BaseController
                 ->where('tm.is_active', 1)
                 ->orderBy('tm.id', 'DESC');
 
-            $data = $query->get()->getResultArray(); 
+            $data = $query->get()->getResultArray();
 
             // dd(db_connect()->getLastQuery());
 
             return $data;
+        } else if ($action == 3) {
+            $ids = $this->request->getPost('ids');
+            $ids = array_filter(explode(',', $ids));
+
+            if (!empty($ids)) {
+                $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
+                $where = "tm.id IN ($idsStr)";
+            } else {
+                $where = '1 = 0'; // No valid IDs, return empty result
+            }
+            // dd($where);
+
+        } else if ($action == 4){
+            $acm_id = $this->request->getPost('ids');
+
+            // dd($acm_id);
+            if (!empty($acm_id)) {
+                $where = "tm.acm_id = $acm_id";
+            } else {
+                $where = '1 = 0'; // No valid IDs, return empty result
+            }
+
+        }else if ($action == 5) {
+            $search_data = $this->request->getPost();
+            $where = "tm.created_at >= '" . $search_data['from_date'] . "' AND tm.created_at <= '" . $search_data['to_date'] . "'" ."and ticket_type_id =  ".$search_data['ticket_type_id'];
 
         } else {
             $search_data = $this->request->getPost();
-            // print_r($search_data); 
+            // print_r($search_data); die()
             $where = [];
             foreach ($search_data as $search_objects => $key) {
-                if ($key != null && $key != '' && $key != 0) {
+                if ($key != null && $key != '' && $key != 0 && $search_objects != 'is_dashboard') {
                     $where[$search_objects] = $key;
                 }
             }
             // print_rr($where);
-            $query = $db->table('ticket_master tm')
-                ->select([
-                    'tm.id',
-                    'tm.ticket_type_id',
-                    'tcs.claim_status AS status',
-                    'tm.claim_number AS claim_no',
-                    'tm.claim_status_id',
-                    'tm.is_head_approved',
-                    'tm.tpa_id',
-                    'tm.emp_name',
-                    'i.name AS insurer_name',
-                    'c.client_name',
-                    'tm.insured_name',
-                    'c.short_name',
-                    'DATE_FORMAT(tm.created_at, "%d-%m-%Y") AS ticket_created_date',
-                    'COALESCE(tat_category.tat, "0-6 Days") AS tat'
-                ])
-                ->join('insurers i', 'i.id = tm.insurer_id AND i.is_active = 1', 'left')
-                ->join('clients c', 'c.id = tm.client_id AND c.is_active = 1', 'left')
-                ->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.is_active = 1', 'left')
-                ->join("({$subquery->getCompiledSelect()}) tat_category", 'tm.id = tat_category.ticket_id', 'left')
-                ->where('tm.is_active', 1)
-                ->where($where)
-                ->orderBy('tm.id', 'DESC');
 
-            $data = $query->get()->getResultArray(); 
-            // print_rr($data);
-            // log_message('error',' Claims Master Data '.json_encode($data));die();
-            // print_rr($data);die();
-
-            return $data;
         }
+        $query = $db->table('ticket_master tm')
+            ->select([
+                'tm.id',
+                'tm.ticket_type_id',
+                'tcs.claim_status AS status',
+                'tm.claim_number AS claim_no',
+                'tm.claim_status_id',
+                'tm.is_head_approved',
+                'tm.tpa_id',
+                'tm.tpa_no',
+                'tm.emp_name',
+                'tm.emp_code',
+                'tm.relationship',
+                'i.name AS insurer_name',
+                'c.client_name',
+                'tm.insured_name',
+                'c.short_name',
+                'DATE_FORMAT(tm.created_at, "%d-%m-%Y") AS ticket_created_date',
+                'COALESCE(tat_category.tat, "0-6 Days") AS tat',
+
+                '(SELECT first_name FROM user_profiles WHERE user_profiles.id = tm.acm_id) AS acm_name',
+                '(SELECT name FROM insurers WHERE insurers.id = tm.insurer_id) AS insurer_name',
+                '(SELECT name FROM tpa WHERE tpa.id = tm.tpa_id) AS tpa_name',
+
+                'tm.claim_status_id',
+                'tm.acm_id',
+                'tm.insurer_id',
+                'tm.tpa_id',
+                'tm.client_policy_id',
+                'tm.policy_no',
+                'tm.priority',
+                'tm.relationship',
+                'tm.emp_mobile',
+                'tm.emp_mail',
+                'tm.emp_personal_mail',
+                'tm.mode_of_intimation',
+                'tm.claim_type',
+                'tm.hospital_name',
+                'tm.doa',
+                'tm.dod',
+                'tm.claim_amount',
+                'tm.pod_no',
+                'tm.date_of_join',
+                'tm.date_of_incep',
+                'tm.dob',
+                'tm.date_of_accident',
+                'tm.date_of_death',
+                'tm.date_of_intimat',
+                'tm.si_amt',
+                'tm.raised_date',
+                'tm.registration_date',
+                'tm.query_received_date',
+                'tm.denial_date',
+                'tm.approved_date',
+                'tm.settled_date',
+                'tm.denial_reason',
+                'tm.approved_letter',
+                'tm.approved_amount',
+                'tm.utr_details',
+                'tm.settle_letter',
+                'tm.return_remark',
+                'tm.cancel_remark',
+                'tm.awb_no_courier_name',
+                'tm.non_id_reason',
+                'tm.pay_initiate_date',
+                'tm.approved_description'
+
+            ])
+            ->join('insurers i', 'i.id = tm.insurer_id AND i.is_active = 1', 'left')
+            ->join('clients c', 'c.id = tm.client_id AND c.is_active = 1', 'left')
+            ->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.is_active = 1', 'left')
+            ->join("({$subquery->getCompiledSelect()}) tat_category", 'tm.id = tat_category.ticket_id', 'left')
+            ->where('tm.is_active', 1)
+            ->where($where)
+            ->orderBy('tm.id', 'DESC');
+
+        $data = $query->get()->getResultArray();
+        // dd($db->getLastQuery()->getQuery());
+        // dd($data);
+        if ($action == 5){
+
+            $tat = $this->request->getPost("tat_category");
+
+            $data = array_values(array_filter($data, function($dat) use ($tat) {
+                return $dat['tat'] == $tat;
+            }));
+
+        }
+        // print_rr($data);
+        // log_message('error',' Claims Master Data '.json_encode($data));die();
+        // print_rr($data);die();
+
+        return $data;
     }
 
     public function ticket_form($ticket_type)
@@ -456,7 +633,18 @@ class TicketController extends BaseController
         $data['placeHolders'] = $this->placeHolders;
         $data['message_data'] = $this->getTicketMessage($ticket_id);
         $data['view_ticket_page'] = [];
-        $data['member_data'] = $this->employeeModel->getEmployeeByEmployeeCode($ticket_data['emp_code']);
+
+        if($ticket_data['ticket_type_id'] == 1){
+            $data['member_data'] = $this->employeeModel->getEmployeeByEmployeeCode($ticket_data['emp_code']);
+        }else{
+            $data['member_data'] = array_filter(
+                $this->employeeModel->getEmployeeByEmployeeCode($ticket_data['emp_code']),
+                function ($member) {
+                    return isset($member['emp_relationship']) && $member['emp_relationship'] == 'Self';
+                }
+            );
+        }
+        
         $data['ticket_history'] =  $this->ticketHistory($ticket_id);
         $data['ticket_check_list'] =  db_connect()->table('ticket_check_list')->where('is_active', 1)->where('ticket_type_id', $ticket_data['ticket_type_id'])->get()->getResultArray();
         if (!empty($ticket_data['client_policy_id'])){
@@ -578,7 +766,9 @@ class TicketController extends BaseController
             $return_value = $this->ticketMasterModel->insert($ticket_data);
             if ($return_value) {
                 //mail trigger part
+                $this->putHistoryAfterInsert($ticket_data, $return_value);
                 $mail_responce = $this->sendAutoMailTrigger($return_value);
+                $this->autoMessageInsertBasedOnMailResponse($mail_responce,  $return_value);
                 return $this->respond(['status' => true, 'ticket_id' => $return_value, 'code' => 200, 'data' => $ticket_data, "message" => "Claim created successfully", 'mail_responce' => $mail_responce], 200);
             } else {
                 return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to create claim'], 200);
@@ -601,8 +791,12 @@ class TicketController extends BaseController
             $return_value = $this->ticketMasterModel->where('id', $ticket_id)->set($ticket_data)->update();
             if ($return_value) {
 
-                //mail trigger part
-                $mail_responce = $this->sendAutoMailTrigger($ticket_id);
+                $mail_responce = null;
+                if($old_ticket_data['claim_status_id'] != $ticket_data['claim_status_id']){
+                    //mail trigger part
+                    $mail_responce = $this->sendAutoMailTrigger($ticket_id);
+                    $this->autoMessageInsertBasedOnMailResponse($mail_responce,  $ticket_id);
+                }
 
                 //send mail to the head for rejected ticket approvel
                 if($ticket_data['claim_status_id'] == 8 && $ticket_data['is_head_approved'] == 0){
@@ -751,13 +945,20 @@ class TicketController extends BaseController
     {
         // log_message('error','Function called');die();
         // $ticket_master_id = $this->request->getPost('id');
-        $user_id =  get_session_userid();
-        $logged_user = $this->userModel->select('first_name,last_name,profile')->where('id', $user_id)->first();
         $dataToSend = [];
-        $dataToSend['user_name'] = $logged_user['first_name'] . ' ' . $logged_user['last_name'];
-        $dataToSend['messages'] = $this->ticketMessageModel->where('is_active', 1)
-            ->where('ticket_id', $ticket_master_id)->orderBy('created_at', 'DESC')
+
+        $user_id =  get_session_userid();
+        // $logged_user = $this->userModel->select('first_name,last_name,profile')->where('id', $user_id)->first();
+        // $dataToSend['user_name'] = $logged_user['first_name'] . ' ' . $logged_user['last_name'];
+
+        $dataToSend['messages'] = $this->ticketMessageModel
+            ->select('ticket_messages.*,up.first_name as user_name')
+            ->join('user_profiles up', 'up.id = ticket_messages.created_by', 'left')
+            ->where('ticket_messages.is_active', 1)
+            ->where('ticket_messages.ticket_id', $ticket_master_id)
+            ->orderBy('ticket_messages.created_at', 'DESC')
             ->findAll();
+
         foreach ($dataToSend['messages'] as $message) {
             $mail_content_converted = $this->convertHtmlToText($message['mail_content']);
             $message['mail_content'] = $mail_content_converted;
@@ -775,10 +976,27 @@ class TicketController extends BaseController
     }
 
     public function convertHtmlToText($html)
+    {   
+        if(!empty($html)){
+            $dom = new DOMDocument();
+            @$dom->loadHTML($html);
+            return strip_tags($dom->saveHTML());
+        }else{
+            return '';
+        }
+    }
+
+    public function removeTicket()
     {
-        $dom = new DOMDocument();
-        @$dom->loadHTML($html);
-        return strip_tags($dom->saveHTML());
+        $ticket_id = $this->request->getGet('ticket_id');
+        if(!empty($ticket_id)){
+            $data['is_active']  = 0;
+            $this->ticketMasterModel->where('id', $ticket_id)->set($data)->update();
+            return $this->respond(['status' => true, 'code' => 200, 'message' => 'Claim removed successfully'], 200);
+        }else{
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to remove Claim'], 200);
+        }
+        
     }
 
     //---- Email Trigger Part----------------------------------------------------------------------------------------------    
@@ -838,13 +1056,24 @@ class TicketController extends BaseController
 
             // Construct Mail Data
             $mailData = [
-                'mail'        => $ticket_data['emp_mail'],
+                'mail'        => [$ticket_data['emp_mail'], $ticket_data['emp_personal_mail'] ?? ""],
                 'subject'     => $subject,
                 'message'     => $message,
                 'cc'          => $ticket_data['common_mails'] ?? '',
                 'attachments' => []
             ];
 
+            // // if the employee personal mail is not empty then send the mail to the employee personal mail
+            // if(!empty($ticket_data['emp_personal_mail'])){
+            //     $mailData[] = [
+            //         'mail'        => [$ticket_data['emp_mail'], $ticket_data['emp_personal_mail'] ?? ""],
+            //         'subject'     => $subject,
+            //         'message'     => $message,
+            //         'cc'          => $ticket_data['common_mails'] ?? '',
+            //         'attachments' => []
+            //     ];
+            // }
+
             // print_r($mailData); die;
 
             $this->myLogger->logme('error', "Final Email Data");
@@ -861,6 +1090,10 @@ class TicketController extends BaseController
         $this->myLogger->logme('error', "Replacing placeholders in content");
 
         if (!empty($ticket_data) && !empty($content)) {
+            // print_rr($ticket_data);die();
+            if (!isset($ticket_data['id'])) { $ticket_data['id'] = $ticket_data['ticket_master_id'];}
+            if (!isset($ticket_data['ticket_master_id'])) {$ticket_data['ticket_master_id'] =  $ticket_data['id'];}
+
             foreach ($this->placeHolders as $key => $value) {
 
                 if ($value == "emp_code") {
@@ -869,6 +1102,12 @@ class TicketController extends BaseController
                     $replaceData = str_replace("Claim-", "", $this->ticketType[$ticket_data['ticket_type_id']] ?? "");
                 } else if ($value == "claim_form_link"){
                     $replaceData = '<a href="' . base_url('claim-form-download/' . md5($ticket_data['insurer_id'])) . '" target="_blank">Click here to download Claim Form</a>';
+                } else if ($value == "claim_feedback_form" && $ticket_data['ticket_type_id'] == 1){
+                    $replaceData = '<a href="' . base_url('claims-feedback-form/' . md5($ticket_data['id'])) . '" target="_blank">Click to open Claim Feedback Form</a>';
+                } else if ($value == "settle_letter"){
+                    $replaceData = '<a href="' . $ticket_data['settle_letter'] . '" target="_blank"> View Settlement Letter </a>';
+                }else if ($value == "approved_letter"){
+                    $replaceData = '<a href="' . $ticket_data['approved_letter'] . '" target="_blank"> View Approved Letter </a>';
                 }else {
                     $replaceData = isset($ticket_data[$value]) ? $ticket_data[$value] : '';
                 }
@@ -927,8 +1166,29 @@ class TicketController extends BaseController
 
         $this->myLogger->logme('error', "Fetched ACM emails");
 
+
+        // if(!empty($ticket_data['emp_personal_mail'])){
+
+        //     $this->myLogger->logme('error', "Send employee personal mail start");
+
+        //     $emailPersonalData = [
+        //         'mail'        => $ticket_data['emp_personal_mail'],
+        //         'subject'     => $mail_data['mail_subject'],
+        //         'message'     => $mail_data['mail_content'],
+        //         'common'      => [],
+        //         'cc'          => $acm_mails['common_mails'],
+        //         'attachments' => []
+        //     ];
+
+        //     $this->sendTrigger($emailPersonalData);
+
+        //     $this->myLogger->logme('error', "Send employee personal mail successfully");
+        // }else{
+        //     $this->myLogger->logme('error', "Send employee personal mail is empty");
+        // }
+
         $emailData = [
-            'mail'        => $mail_data['emp_mail'],
+            'mail'        => [$mail_data['emp_mail'], $ticket_data['emp_personal_mail'] ?? ""],
             'subject'     => $mail_data['mail_subject'],
             'message'     => $mail_data['mail_content'],
             'common'      => [],
@@ -950,7 +1210,11 @@ class TicketController extends BaseController
         if (!empty($auto_mail_enable) && $auto_mail_enable['is_auto_mail'] == 1) {
             $mail_content = $this->constructMailContent($ticket_id);
             // print_r($mail_content); die;
-            $mail_responce = $this->sendTrigger($mail_content);
+            // foreach ($mail_content as $key => $value) {
+                $mail_responce = $this->sendTrigger($mail_content);
+                // $this->myLogger->logme('error', '{data} - Auto Mail Sent, Successfully', ['data' => $key + 1]);
+                $this->myLogger->logme('error', 'Auto Mail Sent, Successfully');
+            // }
         } elseif (!empty($auto_mail_enable) && $auto_mail_enable['is_auto_mail'] == 0) {
             $this->myLogger->logme('error', 'Auto Mail Not Sent, Reason: Automail Not Enabled');
         } else {
@@ -972,7 +1236,7 @@ class TicketController extends BaseController
             th.old_value,
             th.new_value,
             th.created_at,
-            CONCAT(creator.first_name, ' ', creator.last_name) as modified_by,
+            CONCAT_WS(' ', creator.first_name, creator.last_name) AS modified_by,
             -- Claim Status
             old_status.claim_status as old_status_value,
             new_status.claim_status as new_status_value,
@@ -1032,6 +1296,7 @@ class TicketController extends BaseController
         ORDER BY 
             th.created_at DESC";
         $data = $this->ticketHistoryModel->query($sql)->getResultArray();
+        // dd(db_connect()->getLastQuery());
         $priorityType = $this->priorityType;
         $relationshipType = $this->relationshipType;
         $modeOFIntimate = $this->modeOFIntimate;
@@ -1162,11 +1427,12 @@ class TicketController extends BaseController
             if ($received_data['report_type'] == "acc_manager_wise_status"){
                 $viewData['policy_type'] = $received_data['policy_type'];
                 $viewData['account_manager_wise_data'] = $this->ticketMasterModel->accountManagerWiseReport($policy_type,$fromDate,$toDate);
-                // print_rr($viewData);
+                
+                // print_rr($viewData);die();
                 if ($policy_type == 1){
                     $viewData['column_order'] = [
                         'ACM_NAME', 'ID NOT GENERATED', 'NON ID', 'CDA', 'INFORMATION REQUIRED',
-                        'UNDER PROCESS - CLAIM NO. UPDATION', 'UNDER PROCESS - INVESTIGATION STATUS',
+                        'UNDER PROCESS - CLAIM NO. UPDATION', 
                         'UNDER PROCESS - QUERY DOCUMENT RECEIVED', 'APPROVED', 'PAYMENT INITIATED',
                         'TOTAL'
                     ];
@@ -1180,12 +1446,13 @@ class TicketController extends BaseController
                         $ordered_data[] = $temp;
                     }
                     $viewData['tpa_wise_data'] = $ordered_data;
+                    // print_rr($viewData);die();
                     $html = view('claims_report_acc_manager_wise', $viewData);
                     return $this->respond(['status' => true, 'html' => $html], 200);
                 }else{
                     $viewData['column_order'] = [
                        'ACM_NAME', 'CLAIM INTIMATION', 'INTIMATION TO INSURER', 'CLIENT PENDING',
-                        'INSURER PENDING','INVESTIGATION','APPROVED','ON HOLD','TOTAL', 'NOT COVERED', 
+                        'INSURER PENDING','INVESTIGATION','APPROVED','TOTAL', 'NOT COVERED', 
                         'CLOSED', 'SETTLED', 'CLEARED_TOTAL'
                     ];
                     $ordered_data = [];
@@ -1198,6 +1465,7 @@ class TicketController extends BaseController
                         $ordered_data[] = $temp;
                     }
                     $viewData['tpa_wise_data'] = $ordered_data;
+                    // print_rr($viewData);die();
                     $html = view('claims_report_acc_manager_wise', $viewData);
                     return $this->respond(['status' => true, 'html' => $html], 200);
                 }
@@ -1207,9 +1475,9 @@ class TicketController extends BaseController
 
                 $viewData['column_order'] = [
                     'TPA_NAME', 'NON ID', 'ID NOT GENERATED', 'CDA', 'INFORMATION REQUIRED',
-                    'UNDER PROCESS - CLAIM NO. UPDATION', 'UNDER PROCESS - INVESTIGATION STATUS',
+                    'UNDER PROCESS - CLAIM NO. UPDATION', 
                     'UNDER PROCESS - QUERY DOCUMENT RECEIVED', 'APPROVED', 'PAYMENT INITIATED',
-                    'TOTAL', 'SETTLED', 'CLOSED', 'CANCELLED', 'RETURNED', 'CLEARED_TOTAL'
+                    'TOTAL', 'SETTLED', 'CLOSED', 'CANCELLED', 'RETURNED', 'CLEARED_TOTAL','TPA_ID'
                 ];
 
                 // Reorder data based on column order
@@ -1223,6 +1491,7 @@ class TicketController extends BaseController
                     $ordered_data[] = $temp;
                 }
                 $viewData['tpa_wise_data'] = $ordered_data;
+                // print_r($ordered_data);die();
                 // $html = view('claims_report_tpa_wise', $viewData);
 
                 $html = view('claims_report_tpa_wise',$viewData);
@@ -1230,6 +1499,9 @@ class TicketController extends BaseController
             } else if ($received_data['report_type'] == 'tat_band_wise') {
 
                 $viewData['data'] = $this->ticketMasterModel->getTATReport($policy_type, $fromDate, $toDate);
+                $viewData['policyType'] = $policy_type;
+                $viewData['fromDate'] = $fromDate;
+                $viewData['toDate'] = $toDate;
                 $html = view('tat_report_band_wise_list', $viewData);
                 return $this->respond(['status' => true, 'html' => $html], 200);
             }
@@ -1304,14 +1576,21 @@ class TicketController extends BaseController
         $statusMapping = json_decode($incoming_form_values['extra_fields_array_for_validate']);
     
         foreach ($statusMapping as $status => $requiredFields) {
+
             // Ensure requiredFields is an array
             if (!is_array($requiredFields)) {
                 $requiredFields = [$requiredFields];
+
             }
     
             // Check if all required fields exist and are not empty in the incoming form values
             $allFieldsMatched = true;
             foreach ($requiredFields as $field) {
+
+                if(in_array($field, ['approved_description'])){
+                    continue;
+                }
+
                 if (!isset($incoming_form_values[$field]) || empty($incoming_form_values[$field])) {
                     $allFieldsMatched = false;
                     break;
@@ -1371,7 +1650,8 @@ class TicketController extends BaseController
         }
     }
 
-    public function getPoliciesbyEmpID() {
+    public function getPoliciesbyEmpID() 
+    {
         $received_data = $this->request->getPost();
         $emp_id = $received_data['emp_id'];
     
@@ -1379,6 +1659,8 @@ class TicketController extends BaseController
         $policies = $this->employeePolicyModel
             ->select('client_policy_id')
             ->where('employee_id', $emp_id)
+            ->where('is_active', 1)
+            ->where('status', 'active')
             ->findAll();
     
         if (empty($policies)) {
@@ -1390,8 +1672,20 @@ class TicketController extends BaseController
     
         // Fetch all policy names and IDs in one query
         $policyNameandID = $this->clientPolicyModel
-            ->select('CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, client_policy.id as client_policy_value,client_policy.policy_type_id,client_policy.policy_no')
+            ->select('
+                    CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, 
+                    client_policy.id as client_policy_value,
+                    client_policy.policy_type_id,
+                    client_policy.policy_no, 
+                    insurers.id as insurer_id,
+                    insurers.name as insurer_name,
+                    tpa.name as tpa_name,
+                    tpa.id as tpa_id,
+                ')
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id AND policy_type.is_active = 1')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id AND insurers.is_active = 1', 'left')
+            ->join('tpa', 'tpa.id = client_policy.tpa_id AND tpa.is_active = 1', 'left')
+            ->where('client_policy.policy_status', 1)
             ->whereIn('client_policy.id', $policy_ids)
             ->findAll();
     
@@ -1443,5 +1737,202 @@ class TicketController extends BaseController
             return $this->response->setStatusCode(500)->setBody('An error occurred while downloading the file.');
         }
     }
+
+    // -------------------------------------------------------------------------------------------------------------------------
+
+    public function autoMessageInsertBasedOnMailResponse($mail_sent_status, $ticket_id)
+    {   
+        if (gettype($mail_sent_status) == 'array') {
+            $this->myLogger->logme('error', "auto Message Insert Based On Mail Response Failed because is array :$ticket_id ");
+        } else {
+            $mail_sent_status = json_decode($mail_sent_status);
+            $this->myLogger->logme('error', "mail_sent_status is object :$ticket_id ");
+        }
+
+        if (!empty($mail_sent_status) && isset($mail_sent_status->status) && $mail_sent_status->status == 'success') {
+
+            $sent_message_data['ticket_id'] = $ticket_id;
+            $sent_message_data['sender'] = 'staff';
+            $sent_message_data['emp_mail'] = isset($mail_sent_status->data->params->mail[0]) ? $mail_sent_status->data->params->mail[0] ?? null : $mail_sent_status->data->params->mail ?? null;
+            $sent_message_data['mail_subject'] = $mail_sent_status->data->params->subject;
+            $sent_message_data['mail_content'] = $mail_sent_status->data->params->message;
+
+            $message_insert_status = $this->ticketMessageModel->insert($sent_message_data);
+
+            if ($message_insert_status) {
+                $this->myLogger->logme('error', "Claim initiated, Mail sent Successfully, successfully store message:$ticket_id ");
+            } else {
+                $this->myLogger->logme('error', "Claim initiated, Mail sent Successfully, Failed to store message:$ticket_id ");
+            }
+
+            return true;
+        } else {
+
+            $this->myLogger->logme('error', "Failed to send Mail :$ticket_id ");
+            return false;
+        }
+    }
+
+    public function putHistoryAfterInsert($ticket_data, $ticket_id)
+    {
+        $this->myLogger->logme('error', "Put History After Insert function called :  $ticket_id");
+
+        if(!empty($ticket_data)){
+
+            $history_data = [
+                'ticket_id' =>  $ticket_id,
+                'field_name' => 'claim_status_id',
+                'display_name' => 'Ticket Created',
+                'old_value' => null,
+                'new_value' => $ticket_data['claim_status_id'],
+                'created_by' => get_session_userid(),
+                'is_active' => 1
+            ];
+
+            $this->myLogger->logme('error', "Put History After Insert function called : " . json_encode($history_data));
+
+
+            $history_insert = $this->ticketHistoryModel->insert($history_data);
+
+            if($history_insert){
+                $this->myLogger->logme('error', "Put History After Insert Ticket Data Successfully");
+            }else{
+                $this->myLogger->logme('error', "Put History After Insert Ticket Data Failed");
+            }
+
+        }else{
+            $this->myLogger->logme('error', "Put History After Insert Ticket Data is empty");
+        }
+
+        return true;
+
+    }
+
+    public function viewClaimFeedbackForm($md5_ticket_id,$empView = null)
+    {   
+
+        if ($this->request->is("get")){
+
+            $data['ticket_id'] = $md5_ticket_id;
+            $data['ticket_data'] = $this->ticketMasterModel->select('ticket_master.*,clients.client_name')->join('clients','clients.id = ticket_master.client_id')->where('MD5(ticket_master.id)',$md5_ticket_id)->where('ticket_master.is_active',1)->first();
+            $data['form_submitted'] = !empty($data['ticket_data']['feedback_json'])? 1 : 0;
+
+
+            $data['viewer'] = !empty($empView) ? $empView : 0; 
+            // dd($data);
+            return view('ticket_feedback_form', $data);    
+        }else{
+            
+            $formDataJson = json_encode($this->request->getPost());
+            // log_message("error","Form data : ".$formDataJson);
+
+
+            $data_to_store = [
+                
+                'feedback_json' => $formDataJson
+            ];
+
+            if (!empty($formDataJson)){
+                // $this->ticketMasterModel->save($data_to_store);
+                $this->ticketMasterModel->where('MD5(id)', $md5_ticket_id)->set($data_to_store)->update();
+
+                return $this->respond(['status' => true,'id'=> $md5_ticket_id,'received_data' => $formDataJson], 200);
+                
+            }else{
+                return $this->respond(['status' => false,'id'=> $md5_ticket_id,'received_data' => $formDataJson], 200);
+            }
+            
+        }
+        
+    }
+
+    public function feedbackList(){
+
+        $data['feedback_data'] = $this->ticketMasterModel->select("ticket_master.*,clients.client_name")->join("clients","clients.id = ticket_master.client_id")->where("ticket_master.is_active",1)->where("ticket_master.feedback_json IS NOT NULL", null, false)->where("ticket_master.feedback_json !=", "")->findAll();
+
+        // dd($data);
+        $this->loadLayout("ticket_feedback_list",$data);
+    }
+
+    public function getMoreInfo() {
+        $ticket_id = $this->request->getPost('ticket_id');
+        $this->myLogger->logme("error", "Ticket ID : " . $ticket_id);
+        
+        $fields = $this->extraFields;
+        $data_to_send = [];
     
+        // Get ticket data
+        $ticket_data = $this->ticketMasterModel->where("id", $ticket_id)->where("is_active", 1)->first();
+    
+        // Query previous status
+        $ticket_previous_status = $this->ticketMasterModel
+            ->select("th.old_value, tcs.claim_status")
+            ->join("ticket_history th", "th.ticket_id = ticket_master.id AND th.field_name = 'claim_status_id' AND th.is_active = 1")
+            ->join("ticket_claim_status tcs", "tcs.id = th.old_value AND tcs.is_active = 1")
+            ->where("ticket_master.is_active", 1)
+            ->where("ticket_master.id", $ticket_id)
+            ->groupBy("th.old_value, tcs.claim_status")
+            ->get()
+            ->getResultArray();
+    
+        // Loop through previous status and gather the required data
+        foreach ($ticket_previous_status as $status) {
+            $this->myLogger->logme("error", "Status : " . json_encode($status));
+        
+            if (isset($fields[$status['old_value']])) {
+                $field = $fields[$status['old_value']];
+        
+                // Ensure claim_status is a scalar value (string or int)
+                $claim_status = (string)$status['claim_status'];  // Cast to string to avoid issues
+        
+                // Initialize claim_status if it doesn't exist in the array
+                if (!isset($data_to_send[$claim_status])) {
+                    $data_to_send[$claim_status] = [];
+                }
+        
+                // Handle case where $field is an array
+                if (is_array($field)) {
+                    foreach ($field as $f) {
+                        // Check if the field exists in the ticket data
+                        $data_to_send[$claim_status][$f] = isset($ticket_data[$f]) ? $ticket_data[$f] : null;
+    
+                        // Check if the field contains a date and format it
+                        if ($this->isDate($data_to_send[$claim_status][$f])) {
+                            $data_to_send[$claim_status][$f] = date('d-m-Y', strtotime($data_to_send[$claim_status][$f]));
+                        }
+    
+                        $this->myLogger->logme("error", "Data for field {$f}: " . json_encode($data_to_send[$claim_status][$f]));
+                    }
+                } else {
+                    // If field is not an array, handle it as a single field
+                    $data_to_send[$claim_status][$field] = isset($ticket_data[$field]) ? $ticket_data[$field] : null;
+                    
+                    // Check if the field contains a date and format it
+                    if ($this->isDate($data_to_send[$claim_status][$field])) {
+                        $data_to_send[$claim_status][$field] = date('d-m-Y', strtotime($data_to_send[$claim_status][$field]));
+                    }
+    
+                    $this->myLogger->logme("error", "Data for field {$field}: " . json_encode($data_to_send[$claim_status][$field]));
+                }
+            }
+        }
+    
+        $this->myLogger->logme('error', "Total data: " . json_encode($data_to_send));
+    
+        // Send response based on data availability
+        if (!empty($data_to_send)) {
+            return $this->respond(['status' => true, 'data' => $data_to_send], 200);
+        } else {
+            return $this->respond(['status' => false], 200);
+        }
+    }
+    
+    private function isDate($value, $format = 'Y-m-d') {
+        // Check if the value is a valid date string (basic validation)
+        $date = \DateTime::createFromFormat($format, $value);
+        return $date && $date->format($format) === $value;
+    }
+    
+    
+
 }

app/Controllers/UserController.php

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

app/Filters/AuthClientApi.php

@@ -0,0 +1,87 @@
+<?php 
+namespace App\Filters;
+
+use CodeIgniter\Filters\FilterInterface;
+use CodeIgniter\HTTP\RequestInterface;
+use CodeIgniter\HTTP\ResponseInterface;
+
+use App\Helpers\ClientTokenHelper;
+use App\Models\ClientApiModel;
+use CodeIgniter\API\ResponseTrait;
+
+class AuthClientApi implements FilterInterface
+{
+    use ResponseTrait;
+    protected $clientAPI;
+    protected $myLogger;
+    public function __construct()
+    {
+        set_session_context('External API Filter'); 
+        $this->clientAPI = new ClientApiModel();
+        $this->myLogger = \Config\Services::mylogger();
+
+    }
+    public function before(RequestInterface $request, $arguments = null)
+    {
+        $response = service('response');
+        try {
+
+            $authHeader = $request->getHeaderLine('Authorization');
+
+            // Check if header exists
+            if (empty($authHeader)) {
+                $this->myLogger->log('error', 'Authorization header missing');
+                return $response->setJson(['status' => "Failure", 'error' => ['message'=>'Authorization header missing','code'=> 401]], 401);
+            }
+
+            if(!str_contains($authHeader, 'Bearer ')){
+                $this->myLogger->log('error', 'Authorization Bearer missing');
+                return $response->setJson(['status' => "Failure", 'error' => ['message'=>'Invalid Authorization header','code'=>401]], 401);
+            }
+
+            $token = str_replace('Bearer ', '', $authHeader);
+            if (empty($token)) {
+
+                $this->myLogger->log('error', 'Empty Token');
+                return $response->setJson(['status' => "Failure", 'error' => ['message'=>'Invalid Token Format','code'=> 401]], 401);
+            }
+
+            try{
+
+                $client_id = ClientTokenHelper::extractClientId($token);
+
+            }catch(\Exception $e){
+                
+                $this->myLogger->log('error', 'Invalid Client Token Format');
+
+                return $response->setJson(['status' => "Failure", 'error' => 'Invalid Token Format'], 401);
+            }
+            $client = $this->clientAPI->where('client_id', $client_id)->where("is_active", 1)->where("api_access", 1)->first();
+
+            // Client validation
+            if (!$client) {
+                $this->myLogger->log('error', 'Client Not Found or Unauthorized');
+                return $response->setJson(['status' => "Failure", 'error' => ['message' => 'Client not found or unauthorized','code'=>'403']], 403);
+            }
+
+            if (hash_equals($client['client_token'], $token)) {
+                $this->myLogger->log('error', 'Access Granted For Client : '.$client_id);
+                return true;
+            } else {
+                $this->myLogger->log('error', 'Invalid Token given for client : '.$client_id);
+                return $response->setJson(['status' => "Failure", 'error' => ['message' => 'Invalid token','code'=>401]
+            ], 401);
+            }
+        } catch (\Exception $e) {
+            log_message('error', 'Error in ClientAPIController:validateToken - ' . $e->getMessage());
+            return $response->setJson(['status' => "Failure", 'error' => ['message'=>'Internal Server Error','code'=> 500]], 500);
+        }
+
+    }
+
+    public function after(RequestInterface $request, ResponseInterface $response, $arguments = null)
+    {
+        // Do something here
+    }
+}
+

app/Helpers/BookStackUserHelper.php

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

app/Helpers/ClientQueryHelper.php

@@ -0,0 +1,100 @@
+<?php
+
+namespace App\Helpers;
+
+use App\Models\ClientPolicyModel;
+use App\Models\EmployeeModel;
+use App\Models\EmployeePolicyModel;
+use App\Models\TicketMasterModel;
+
+
+class ClientQueryHelper{
+
+    protected $clientPolicy;
+    protected $empModel;
+    protected $empPolicyModel;
+    protected $claimModel;
+
+
+    public function __construct()
+    {
+        $this->clientPolicy = new ClientPolicyModel();
+        $this->empModel = new EmployeeModel();
+        $this->empPolicyModel = new EmployeePolicyModel();
+        $this->claimModel = new TicketMasterModel();
+    }
+
+    public function clientPolicyMaster($client_id){
+
+        return $this->clientPolicy->select("client_policy.id as policy_ref_no,client_policy.client_branch_id as branch_ref_no,client_branch.branch_code,
+        client_policy.insurer_id as insurer_ref_no,insurers.name as insurer,client_policy.policy_type_id,policy_type.policy_type,
+        client_policy.tpa_id as tpa_ref_no,client_policy.policy_start_date,client_policy.policy_end_date,client_policy.policy_no,client_policy.policy_status")
+            ->join('insurers', 'client_policy.insurer_id = insurers.id and insurers.is_active = 1')
+            ->join('policy_type', 'client_policy.policy_type_id = policy_type.id and policy_type.is_active = 1')
+            ->join('client_branch', 'client_policy.client_branch_id = client_branch.id and client_branch.is_active = 1')
+            ->where('client_policy.is_active', 1)
+            ->where('client_policy.client_id', $client_id)
+            ->get()
+            ->getResultArray();
+    }
+
+    public function sendEmpMaster($client_id,$where,$limit,$offset = 0)
+    {
+
+        return $this->empModel->select("id as ref_no,name,emp_code,
+        relationship,emp_status,mobile,email_corporate,
+        change_event,dob,doj,band,gender")
+            ->where("is_active",1)
+            ->where("client_id", $client_id)
+            ->where($where)
+            ->whereNotIn('emp_status', ['truncated'],)
+            ->orderBy("id")
+            ->limit($limit,$offset)
+            ->get()
+            ->getResultArray();
+
+    }
+
+    public function sendEmpPolicies($emp_id)
+    {
+        return $this->empPolicyModel->select("id as ref_no,client_policy_id as policy_ref_no,
+        tpa_id as tpa_ref_no,uhid as policy_no,pre_existing_alignments,age_band,basic_cover_si,date_coverage,
+        policy_end_date,days,premium,rata_premimum,date_of_exit,reason_for_exit,payable_employee")
+        ->where("employee_id", $emp_id)
+        ->where("is_active", 1)
+        ->whereNotIn("status", ['truncated'])
+        ->orderBy("id")
+        ->get()
+        ->getResultArray();
+    }
+
+    public function sendClaimMaster($client_id,$where,$limit,$offset = 0)
+    {
+
+        return $this->claimModel->select("i.name as insurer,tpa.name as tpa,concat(up.first_name,' ',up.last_name) as acm_name,
+        cs.claim_status,ticket_master.emp_name,ticket_master.insured_name,
+        ticket_master.emp_code,ticket_master.policy_no,ticket_master.ticket_type_id as policy_type,
+        ticket_master.emp_mobile,ticket_master.emp_mail,ticket_master.hospital_name,ticket_master.doa,
+        ticket_master.dod,ticket_master.claim_amount,ticket_master.date_of_join,ticket_master.date_of_incep,
+        ticket_master.date_of_accident,ticket_master.date_of_death,
+        ticket_master.date_of_intimat,ticket_master.claim_number,ticket_master.si_amt,
+        ticket_master.raised_date,ticket_master.registration_date,ticket_master.denial_date,
+        ticket_master.settled_date,ticket_master.denial_reason,ticket_master.approved_amount,
+        ticket_master.utr_details,ticket_master.return_remark,ticket_master.cancel_remark,
+        ticket_master.non_id_reason,ticket_master.head_rejection_reason")
+            ->join("tpa","tpa.id = ticket_master.tpa_id and tpa.is_active = 1")
+            ->join("user_profiles up", "ticket_master.acm_id = up.id and up.is_active = 1")
+            ->join('insurers i', 'ticket_master.insurer_id = i.id and i.is_active = 1')
+            ->join('ticket_claim_status cs', 'ticket_master.claim_status_id = cs.id and cs.is_active = 1')
+            ->where("ticket_master.client_id", $client_id)
+            ->where("ticket_master.is_active", 1)
+            ->where($where)
+            ->orderBy("ticket_master.id")
+            ->limit($limit,$offset)
+            ->get()
+            ->getResultArray();
+
+    }
+
+
+}

app/Helpers/ClientTokenHelper.php

@@ -0,0 +1,54 @@
+<?php
+
+namespace App\Helpers;
+
+
+class ClientTokenHelper{
+
+    
+
+    public static function generateKey($clientId,$length = 32)
+    {
+        $clientIdPart = bin2hex($clientId); // Convert client ID to hex
+        $randomPart = bin2hex(random_bytes($length)); // Random part
+        return $clientIdPart . ':' . $randomPart; // Combine with a delimiter
+    }   
+
+    public static function extractClientId($token) 
+    {
+        $parts = explode(':', $token);
+        return hex2bin($parts[0]); // Decode the hex client ID
+    }
+
+    public static function encryptData($data, $key) 
+    {
+
+        $cipher = "AES-256-CBC";
+        $ivlen = openssl_cipher_iv_length($cipher);
+        $iv = openssl_random_pseudo_bytes($ivlen);
+    
+        // Convert array to JSON string before encrypting
+        $jsonData = json_encode($data, JSON_UNESCAPED_UNICODE);
+    
+        $encrypted = openssl_encrypt($jsonData, $cipher, $key, OPENSSL_RAW_DATA, $iv);
+        
+        // Combine IV + encrypted, then base64 encode it to make it JSON-safe
+        return base64_encode($iv . $encrypted);
+    }
+
+    public static function decryptData($encryptedData, $key) 
+    {
+        $cipher = "AES-256-CBC";
+        $data = base64_decode($encryptedData);
+    
+        $ivlen = openssl_cipher_iv_length($cipher);
+        $iv = substr($data, 0, $ivlen);                    // Extract IV
+        $ciphertext = substr($data, $ivlen);              // Extract Encrypted Payload
+    
+        $decryptedJson = openssl_decrypt($ciphertext, $cipher, $key, OPENSSL_RAW_DATA, $iv);
+    
+        return json_decode($decryptedJson, true); // return as array
+    }
+    
+    
+}

app/Helpers/DepositHelper.php

@@ -32,8 +32,11 @@ class DepositHelper
      */
     public static function saveDeposit(array $data, int $loggedInUserID): array
     {
+
+        log_message("error", 'saveDeposit function called '. json_encode($data));
+
         // Retrieve the last known balance
-        $lastBalance = self::calculateLastBalance($data['client_id'], $data['insurer_id'], $data['cd_ac_no']);
+        $lastBalance = self::calculateLastBalance($data['client_id'], $data['insurer_id'], $data['cd_ac_no'], $data['cd_ac_pk'] ?? null);
 
         // Calculate the new balance based on the transaction type
         $newBalance = self::calculateBalance(
@@ -91,15 +94,21 @@ class DepositHelper
      *
      * @return float The last known balance.
      */
-    public static function calculateLastBalance(int $clientId, int $insurerId, $cd_ac_no): float
+    public static function calculateLastBalance(int $clientId, int $insurerId, $cd_ac_no, $cd_ac_pk): float
     {
         $model = new ClientDepositModel();
 
         // $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE client_id = ? AND insurer_id = ? ORDER BY created_at DESC LIMIT 1";
         // $getLastBalanceParams = [$clientId, $insurerId];
 
-        $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY created_at DESC LIMIT 1";
-        $getLastBalanceParams = [$cd_ac_no];
+        if(empty($cd_ac_pk)){
+            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_no = ? AND is_active = 1 ORDER BY id DESC LIMIT 1";
+            $getLastBalanceParams = [$cd_ac_no];
+        }else{
+            $getLastBalanceQuery = "SELECT balance FROM cash_deposit WHERE cd_ac_pk = ? AND is_active = 1 ORDER BY id DESC LIMIT 1";
+            $getLastBalanceParams = [$cd_ac_pk];
+        }
+
 
         $lastBalance = $model->query($getLastBalanceQuery, $getLastBalanceParams)->getRow()->balance ?? 0;
 

app/Helpers/ExcelMergeHelper.php

@@ -17,10 +17,13 @@ class ExcelMergeHelper {
     {
         try {
             log_message('debug', 'Attempting merge with original file order');
+            // echo "Attempting merge with original file order\n";
             return self::processFiles($filePaths, $outputPath);
         } catch (Exception $e) {
             log_message('error', 'First attempt failed: ' . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine());
+            // echo "First attempt failed: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine() . "\n";
             log_message('debug', 'Retrying with reversed file order');
+            // echo "Retrying with reversed file order\n";
             
             // Reverse the file order and try again
             $reversedFiles = array_reverse($filePaths);
@@ -29,6 +32,7 @@ class ExcelMergeHelper {
                 return self::processFiles($reversedFiles, $outputPath);
             } catch (Exception $e2) {
                 log_message('error', 'Both attempts failed. Last error: ' . $e2->getMessage() . ' in ' . $e2->getFile() . ' on line ' . $e2->getLine());
+                // echo "Both attempts failed. Last error: " . $e2->getMessage() . ' in ' . $e2->getFile() . ' on line ' . $e2->getLine() . "\n";
                 return null;
             }
         }
@@ -45,7 +49,9 @@ class ExcelMergeHelper {
     private static function processFiles(array $filePaths, string $outputPath): string
     {
         log_message('debug', 'Starting Excel merge process');
+        // echo "Starting Excel merge process\n";
         log_message('debug', 'Files to process: ' . json_encode($filePaths));
+        // echo "Files to process: " . json_encode($filePaths) . "\n";
         
         if (empty($filePaths)) {
             throw new Exception("No files provided to merge");
@@ -66,6 +72,7 @@ class ExcelMergeHelper {
 
         // Save the merged file
         log_message('debug', "Saving merged file to: {$outputPath}");
+        // echo "Saving merged file to: {$outputPath}\n";
         $writer = IOFactory::createWriter($mergedSpreadsheet, 'Xlsx');
         $writer->setPreCalculateFormulas(false);
         $writer->save($outputPath);
@@ -76,6 +83,7 @@ class ExcelMergeHelper {
         gc_collect_cycles();
         
         log_message('debug', 'Excel merge process completed successfully');
+        // echo "Excel merge process completed successfully\n";
         return $outputPath;
     }
 
@@ -87,15 +95,17 @@ class ExcelMergeHelper {
      * @param int|null $index
      * @throws Exception
      */
-    private static function processSingleFile(array $fileInfo, Spreadsheet $mergedSpreadsheet, int $index = null)
+    private static function processSingleFile(array $fileInfo, Spreadsheet $mergedSpreadsheet, ?int $index = null)
     {
         if (!isset($fileInfo['file_path']) || !file_exists($fileInfo['file_path'])) {
             $path = $fileInfo['file_path'] ?? 'undefined';
             log_message('error', "File " . ($index ?? 'base') . ": Invalid or missing file path: {$path}");
+            // echo "File " . ($index ?? 'base') . ": Invalid or missing file path: {$path}\n";
             return;
         }
 
         log_message('debug', "Processing file " . ($index ?? 'base') . ": " . $fileInfo['file_path']);
+        // echo "Processing file " . ($index ?? 'base') . ": " . $fileInfo['file_path'] . "\n";
         
         try {
             // Load the source spreadsheet
@@ -105,6 +115,7 @@ class ExcelMergeHelper {
             $worksheets = $sourceSpreadsheet->getAllSheets();
             $totalSheets = count($worksheets);
             log_message('debug', "Total sheets in file: " . $totalSheets);
+            // echo "Total sheets in file: " . $totalSheets . "\n";
 
             $sheetsToMerge = $fileInfo['sheets'] ?? [];
 
@@ -114,26 +125,36 @@ class ExcelMergeHelper {
                     try {
                         $sheetName = $worksheet->getTitle();
                         log_message('debug', "Processing sheet: {$sheetName}");
+                        // echo "Processing sheet: {$sheetName}\n";
 
                         // Generate unique sheet name before cloning
                         $newName = $sheetName;
                         $counter = 1;
                         
-                        while (in_array($newName, $mergedSpreadsheet->getSheetNames())) {
-                            $newName = $sheetName . "_" . $counter++;
-                            log_message('debug', "Sheet name already exists. Trying new name: {$newName}");
+                        // while (in_array($newName, $mergedSpreadsheet->getSheetNames())) {
+                        //     // $newName = $sheetName . "_" . $counter++;
+                        //     log_message('debug', "Sheet name already exists. Trying new name: {$newName}");
+                        //     // echo "Sheet name already exists. Trying new name: {$newName}\n";
+                        // }
+
+                        if (in_array($newName, $mergedSpreadsheet->getSheetNames())) {
+                            $newName = $sheetName . '_' . $counter++;
+                            $worksheet->setTitle($newName);
+
                         }
 
                         // Clone the worksheet and set the new name
-                        $clonedSheet = clone $worksheet;
-                        $clonedSheet->setTitle($newName);
+                        // $clonedSheet = clone $worksheet;
+                        // $clonedSheet->setTitle($newName);
 
                         // Add as external sheet
-                        $mergedSpreadsheet->addExternalSheet($clonedSheet);
+                        $mergedSpreadsheet->addExternalSheet($worksheet);
 
                         log_message('debug', "Successfully added sheet: {$newName}");
+                        // echo "Successfully added sheet: {$newName}\n";
                     } catch (Exception $e) {
                         log_message('error', "Error processing sheet {$sheetName} as new name {$newName}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine());
+                        // echo "Error processing sheet {$sheetName} as new name {$newName}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine() . "\n";
                     }
                 }
             }
@@ -145,6 +166,7 @@ class ExcelMergeHelper {
             
         } catch (Exception $e) {
             log_message('error', "Error processing file {$fileInfo['file_path']}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine());
+            // echo "Error processing file {$fileInfo['file_path']}: " . $e->getMessage() . ' in ' . $e->getFile() . ' on line ' . $e->getLine() . "\n";
         }
     }
 }

app/Helpers/ExcelSanitizeHelper.php

@@ -29,6 +29,7 @@ class ExcelSanitizeHelper
                     $cleanData[$key] = self::sanitizeArrayData($value); // Recursive call for nested arrays
                 } elseif (is_string($value)) {
                     // Remove non-printable characters and trim whitespace from strings
+                    $value = str_replace("\u00a0", " ", $value);
                     $cleanData[$key] = trim(preg_replace(self::$nonPrintablePattern, '', $value));
                 } else {
                     $cleanData[$key] = $value; // Keep non-string/non-array data as is

app/Helpers/GmailResponseHandler.php

@@ -74,7 +74,11 @@ class GmailResponseHandler{
                 if(in_array($key,$arr)){
                     $data[$key] = isset($value)?json_encode($value):null;
                 }else{
-                    $data[$key] = isset($value)?$value:null;
+                    if($key == "mail" && is_array($value)){
+                        $data[$key] = isset($value)?json_encode($value):null;
+                    }else{
+                        $data[$key] = isset($value)?$value:null;
+                    }
                 }
             }
         }

app/Helpers/MailHelper.php

@@ -292,154 +292,164 @@ class MailHelper
         }
     }
 
-    public static function send_email($params) 
-{    
-    $myLogger = \Config\Services::mylogger();
-    
-    $emaill = $params['mail'];
-    $subject = $params['subject'];
-    $message = $params['message'];
-    $attachments = isset($params['attachments']) ? $params['attachments'] : [];
-    $common = isset($params['common']) ? $params['common'] : '';
-    $bcc = isset($params['bcc']) ? $params['bcc'] : '';
-    $cc = isset($params['cc']) ? $params['cc'] : '';
-    
-    $from_address = isset($params['from_mail']) && !empty($params['from_mail']) ? $params['from_mail'] : getenv('email.fromEmail');
-    // $from_address = "claims@nhanceindia.in";
-    try {
-        $curl = curl_init();
-        
-        $postData = [
-            'from' => [
-                'address' => $from_address
-            ],
-            'to' => [
-                [
+    public static function send_email($params)
+    {
+        $myLogger = \Config\Services::mylogger();
+        if (is_array($params['mail'])) {
+            $emails = [];
+
+            foreach ($params['mail'] as $key => $emaill) {
+                $emails[] = [
                     'email_address' => [
                         'address' => $emaill
                     ]
+                ];
+            }
+        } else {
+            $emails[] = [
+                'email_address' => [
+                    'address' => $params['mail']
                 ]
-            ],
-            'subject' => $subject,
-            'htmlbody' => $message
-        ];
-
-        // Add CC recipients if provided
-        if (!empty($cc)) {
-            $ccList = explode(',', $cc);
-            $ccList = array_map('trim', $ccList);
-            $postData['cc'] = array_map(function($email) {
-                return [
-                    'email_address' => [
-                        'address' => $email
-                    ]
-                ];
-            }, $ccList);
-        }
-        // Add BCC if present
-        if (!empty($bcc)) {
-            $bccList = explode(',', $bcc);
-            $bccList = array_map('trim', $bccList);
-            $postData['bcc'] = array_map(function($email) {
-                return [
-                    'email_address' => [
-                        'address' => $email
-                    ]
-                ];
-            }, $bccList);
+            ];
         }
 
-        // Add BCC recipients if provided
-        // if (!empty($bcc)) {
-        //     $postData['bcc'] = [];
-        //     // Handle both string and array inputs for BCC
-        //     $bccEmails = is_array($bcc) ? $bcc : [$bcc];
-        //     foreach ($bccEmails as $bccEmail) {
-        //         $postData['bcc'][] = [
-        //             'email_address' => [
-        //                 'address' => $bccEmail
-        //             ]
-        //         ];
-        //     }
-        // }
+        $subject = $params['subject'];
+        $message = $params['message'];
+        $attachments = isset($params['attachments']) ? $params['attachments'] : [];
+        $common = isset($params['common']) ? $params['common'] : '';
+        $bcc = isset($params['bcc']) ? $params['bcc'] : '';
+        $cc = isset($params['cc']) ? $params['cc'] : '';
 
-        // Handle attachments
-        if (!empty($attachments)) {
-            $postData['attachments'] = [];
-            foreach ($attachments as $attachment) {
-                if (isset($attachment['filePath']) && file_exists($attachment['filePath'])) {
-                    // Determine MIME type dynamically
-                    $fileMimeType = mime_content_type($attachment['filePath']);
-        
-                    $postData['attachments'][] = [
-                        'content' => base64_encode(file_get_contents($attachment['filePath'])),
-                        'name' => $attachment['fileName'],
-                        'mime_type' => $fileMimeType,
+        $from_address = isset($params['from_mail']) && !empty($params['from_mail']) ? $params['from_mail'] : getenv('email.fromEmail');
+        // $from_address = "claims@nhanceindia.in";
+        try {
+            $curl = curl_init();
+
+            $postData = [
+                'from' => [
+                    'address' => $from_address
+                ],
+                'to' => $emails,
+                'subject' => $subject,
+                'htmlbody' => $message
+            ];
+
+            // Add CC recipients if provided
+            if (!empty($cc)) {
+                $ccList = explode(',', $cc);
+                $ccList = array_map('trim', $ccList);
+                $postData['cc'] = array_map(function ($email) {
+                    return [
+                        'email_address' => [
+                            'address' => $email
+                        ]
                     ];
+                }, $ccList);
+            }
+            // Add BCC if present
+            if (!empty($bcc)) {
+                $bccList = explode(',', $bcc);
+                $bccList = array_map('trim', $bccList);
+                $postData['bcc'] = array_map(function ($email) {
+                    return [
+                        'email_address' => [
+                            'address' => $email
+                        ]
+                    ];
+                }, $bccList);
+            }
+
+            // Add BCC recipients if provided
+            // if (!empty($bcc)) {
+            //     $postData['bcc'] = [];
+            //     // Handle both string and array inputs for BCC
+            //     $bccEmails = is_array($bcc) ? $bcc : [$bcc];
+            //     foreach ($bccEmails as $bccEmail) {
+            //         $postData['bcc'][] = [
+            //             'email_address' => [
+            //                 'address' => $bccEmail
+            //             ]
+            //         ];
+            //     }
+            // }
+
+            // Handle attachments
+            if (!empty($attachments)) {
+                $postData['attachments'] = [];
+                foreach ($attachments as $attachment) {
+                    if (isset($attachment['filePath']) && file_exists($attachment['filePath'])) {
+                        // Determine MIME type dynamically
+                        $fileMimeType = mime_content_type($attachment['filePath']);
+
+                        $postData['attachments'][] = [
+                            'content' => base64_encode(file_get_contents($attachment['filePath'])),
+                            'name' => $attachment['fileName'],
+                            'mime_type' => $fileMimeType,
+                        ];
+                    }
                 }
             }
-        }
 
-        curl_setopt_array($curl, [
-            CURLOPT_URL => "https://api.zeptomail.in/v1.1/email",
-            CURLOPT_RETURNTRANSFER => true,
-            CURLOPT_ENCODING => "",
-            CURLOPT_MAXREDIRS => 10,
-            CURLOPT_TIMEOUT => 30,
-            CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
-            CURLOPT_CUSTOMREQUEST => "POST",
-            CURLOPT_POSTFIELDS => json_encode($postData),
-            CURLOPT_HTTPHEADER => [
-                "accept: application/json",
-                "authorization: Zoho-enczapikey " . getenv('ZEPTO_API_KEY'),
-                "cache-control: no-cache",
-                "content-type: application/json",
-            ],
-        ]);
+            curl_setopt_array($curl, [
+                CURLOPT_URL => "https://api.zeptomail.in/v1.1/email",
+                CURLOPT_RETURNTRANSFER => true,
+                CURLOPT_ENCODING => "",
+                CURLOPT_MAXREDIRS => 10,
+                CURLOPT_TIMEOUT => 30,
+                CURLOPT_HTTP_VERSION => CURL_HTTP_VERSION_1_1,
+                CURLOPT_CUSTOMREQUEST => "POST",
+                CURLOPT_POSTFIELDS => json_encode($postData),
+                CURLOPT_HTTPHEADER => [
+                    "accept: application/json",
+                    "authorization: Zoho-enczapikey " . getenv('ZEPTO_API_KEY'),
+                    "cache-control: no-cache",
+                    "content-type: application/json",
+                ],
+            ]);
 
-        $mail_result = curl_exec($curl);
-        $err = curl_error($curl);
-        curl_close($curl);
+            $mail_result = curl_exec($curl);
+            $err = curl_error($curl);
+            curl_close($curl);
 
-        $res['params'] = $params;
-        $MailDataHelper = new GmailResponseHandler();
-        $apiResponse = json_decode($mail_result, true);
-        $res['zepto_api'] = $apiResponse;
-        
-        if (isset($apiResponse['error'])) {
+            $res['params'] = $params;
+            $MailDataHelper = new GmailResponseHandler();
+            $apiResponse = json_decode($mail_result, true);
+            $res['zepto_api'] = $apiResponse;
+
+            if (isset($apiResponse['error'])) {
+                $response = $res;
+                $MailDataHelper->receive_and_distribute_param_to_functions($response);
+                return json_encode([
+                    'status' => 'failed',
+                    'code' => 404,
+                    'message' => 'Email Sent Failed...' . json_encode($params['mail']),
+                    'data' => $res
+                ], 404);
+            }
+
+            if (isset($apiResponse['data'])) {
+                $response = $res;
+                $MailDataHelper->receive_and_distribute_param_to_functions($response);
+                return json_encode([
+                    'status' => 'success',
+                    'code' => 200,
+                    'message' => 'Email Sent Successfully...' . json_encode($params['mail']),
+                    'data' => $res
+                ], 200);
+            }
+        } catch (\Exception $e) {
+            $msg['error'] = $e->getMessage();
+            $msg['params'] = $params;
             $response = $res;
             $MailDataHelper->receive_and_distribute_param_to_functions($response);
             return json_encode([
                 'status' => 'failed',
-                'code' => 404,
-                'message' => 'Email Sent Failed...' . $emaill,
-                'data' => $res
-            ], 404);
+                'code' => 500,
+                'data' => $msg
+            ], 500);
         }
-
-        if (isset($apiResponse['data'])) {
-            $response = $res;
-            $MailDataHelper->receive_and_distribute_param_to_functions($response);
-            return json_encode([
-                'status' => 'success',
-                'code' => 200,
-                'message' => 'Email Sent Successfully...' . $emaill,
-                'data' => $res
-            ], 200);
-        } 
-
-    } catch (\Exception $e) {
-        $msg['error'] = $e->getMessage();
-        $msg['params'] = $params;
-        $response = $res;
-        $MailDataHelper->receive_and_distribute_param_to_functions($response);
-        return json_encode([
-            'status' => 'failed',
-            'code' => 500,
-            'data' => $msg
-        ], 500);
     }
-}
+
     public static function bulk_mail(array $mails = [])
     {
         $model = new JobModel();

app/Helpers/clientWebHookHelper.php

@@ -0,0 +1,39 @@
+<?php
+
+namespace App\Helpers;
+
+use App\Models\EmployeeModel;
+use App\Models\EmployeePolicyModel;
+use App\Models\TicketMasterModel;
+
+class clientWebHookHelper
+{
+    protected $empModel;
+    protected $empPolicyModel;
+    protected $claimModel;
+
+    public function __construct()
+    {
+        // Models 
+        $this->empModel = new EmployeeModel();
+        $this->empPolicyModel = new EmployeePolicyModel();
+        $this->claimModel = new TicketMasterModel();
+
+    }
+
+    public function mapObjectType($data_to_map, $objectType)
+    {
+        $mapped_data = [];
+        foreach ($objectType as $key => $value){
+            $mapped_data[$key] = $data_to_map[$value];
+        }
+
+        return $mapped_data;
+    }
+
+    public function insertData($mapped_data, $type){
+
+        $model = $type == 1 ? "empModel" : "claimModel";
+        $this->$model->insert($mapped_data);
+    }
+}

app/Helpers/utility_helper.php

@@ -55,8 +55,8 @@ if (!function_exists('file_Upload')) {
     function file_Upload($fileToUpload, $filepath)
     {
         if ($fileToUpload !== null && $fileToUpload->isValid() && !$fileToUpload->hasMoved()) {
+            $fileToUpload->move($filepath);
             $fileName = $fileToUpload->getName();
-            $fileToUpload->move($filepath, $fileName);
             return $fileName;
         } else {
             return "";
@@ -665,3 +665,123 @@ if (!function_exists('check_pay_by_employee_or_company')) {
     
 }
 
+if (!function_exists('is_json_string')) {
+    function is_json_string($string)
+    {
+        if (!is_string($string)) {
+            return false;
+        }
+
+        $decoded = json_decode($string, true);
+        return (json_last_error() === JSON_ERROR_NONE && is_array($decoded));
+    }
+}
+
+if (!function_exists('check_cd_entry_exist')) {
+    function check_cd_entry_exist($params)
+    {
+        $db = db_connect();
+
+        $client_id = $params['client_id'];
+        $client_policy_id = $params['client_policy_id'];
+        $insurer_id = $params['insurer_id'];
+        $cd_ac_pk = $params['cd_ac_pk'];
+        $event_name = $params['event_name'];
+
+        // Check if truncated entry (sub_type = 8) exists
+        $has_truncated = $db->table('cash_deposit')
+            ->where('client_id', $client_id)
+            ->where('insurer_id', $insurer_id)
+            ->where('cd_ac_pk', $cd_ac_pk)
+            ->where('client_policy_id', $client_policy_id)
+            ->where('event_name', $event_name)
+            ->where('sub_type', 8)
+            ->where('is_active', 1)
+            ->countAllResults();
+
+        if ($has_truncated) {
+
+            echo "has_truncated";
+            // Get all entries with same details (including truncated)
+            $entries = $db->table('cash_deposit')
+                ->where('client_id', $client_id)
+                ->where('insurer_id', $insurer_id)
+                ->where('cd_ac_pk', $cd_ac_pk)
+                ->where('client_policy_id', $client_policy_id)
+                ->where('event_name', $event_name)
+                ->where('is_active', 1)
+                ->where('sub_type !=', 8)
+                ->get()
+                ->getResultArray();
+
+            if (count($entries) > 1) {
+                // Only one entry found (truncated)
+                return true;
+            }else{
+                return false;
+            }
+        } else {
+            // Check if any other entry exists
+            $entry = $db->table('cash_deposit')
+                ->where('client_id', $client_id)
+                ->where('insurer_id', $insurer_id)
+                ->where('cd_ac_pk', $cd_ac_pk)
+                ->where('client_policy_id', $client_policy_id)
+                ->where('event_name', $event_name)
+                ->where('is_active', 1)
+                ->get()
+                ->getRowArray();
+
+            if (!empty($entry)) {
+                return true;
+            }
+        }
+
+        return false;
+    }
+}
+
+if (!function_exists('expected_amount_calc')) {
+    function expected_amount_calc($data, $index)
+    {
+        $agreed_amount      = (float) ($data['agreed_amount'][$index] ?? 0);
+        $agreed_bp_per      = (float) ($data['agreed_bp'][$index] ?? 0);
+        $agreed_tp_per      = (float) ($data['agreed_tp'][$index] ?? 0);
+        $agreed_tep_per     = (float) ($data['agreed_ter'][$index] ?? 0);
+
+        $standard_bp_per    = (float) ($data['standard_bp'][$index] ?? 0);
+        $standard_tp_per    = (float) ($data['standard_tp'][$index] ?? 0);
+        $standard_tep_per   = (float) ($data['standard_ter'][$index] ?? 0);
+
+
+        if($data['bro_payable_by'] == 0){
+            $base_premium       = (float) ($data['co_premium'][$index] ?? 0);
+            $third_part_premium = (float) ($data['co_tp_premium'][$index] ?? 0);
+            $terrisom_premium   = (float) ($data['co_ter_premium'][$index] ?? 0);
+        }else{
+            $base_premium       = (float) ($data['base_premium'][$index] ?? 0);
+            $third_part_premium = (float) ($data['tp_premium'][$index] ?? 0);
+            $terrisom_premium   = (float) ($data['ter_premium'][$index] ?? 0);
+        }
+
+        $sum_of_agreed_premium = $agreed_bp_per + $agreed_tp_per + $agreed_tep_per;
+
+        $expectedAmount = 0;
+
+        if ($agreed_amount > 0) {
+            $expectedAmount = $agreed_amount;
+        } elseif ($sum_of_agreed_premium > 0) {
+            $expectedAmount =
+                ($base_premium * $agreed_bp_per / 100) +
+                ($third_part_premium * $agreed_tp_per / 100) +
+                ($terrisom_premium * $agreed_tep_per / 100);
+        } else {
+            $expectedAmount =
+                ($base_premium * $standard_bp_per / 100) +
+                ($third_part_premium * $standard_tp_per / 100) +
+                ($terrisom_premium * $standard_tep_per / 100);
+        }
+
+        return round($expectedAmount, 2); // Optional: round to 2 decimal places
+    }
+}

app/Models/BdsPlacementModel.php

@@ -0,0 +1,126 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class BdsPlacementModel extends Model
+{
+    protected $table            = 'bds_installment_payment_details';
+    protected $primaryKey       = 'id';
+    protected $allowedFields    = [
+        'id',
+        'pt_id',
+        'lead_id',
+        'installment_amount',
+        'payment_date',
+        'utr_no',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'updated_by',
+        'is_active'
+    ];
+
+    // Callbacks
+    protected $allowCallbacks       = true;
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $afterInsert          = [];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+    protected $afterUpdate          = [];
+    protected $beforeFind           = [];
+    protected $afterFind            = [];
+    protected $beforeDelete         = [];
+    protected $afterDelete          = [];
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+
+    public function getClientInstallmentDetails()
+    {
+
+        $builder = $this->db->table("bds_installment_payment_details bipd")
+            ->select("bipd.*, ct.client_name,ct.short_name, cb.branch_name, leads.salse_person_id,cp.policy_no")
+            ->join("policy_transaction pt", "pt.id = bipd.pt_id")
+            ->join("clients ct", "ct.id = pt.client_id")
+            ->join("client_branch cb", "cb.id = pt.client_branch_id")
+            ->join("leads", "leads.id = bipd.lead_id")
+            ->join("client_policy cp","cp.id = pt.client_policy_id")
+            ->where("bipd.is_active", 1)
+            ->where("bipd.payment_date", date('Y-m-d', strtotime('+15 days')));
+
+        $data = $builder->get()->getResultArray();
+
+        // Loop through to extract sales person details
+        foreach ($data as &$row) {
+            $sales_person_ids = json_decode($row['salse_person_id'], true);
+            $sales_person_id = $sales_person_ids[0] ?? null;
+
+            if ($sales_person_id) {
+                $user = $this->db->table('user_profiles')
+                    ->select('email') // or whatever field
+                    ->where('id', $sales_person_id)
+                    ->get()
+                    ->getRowArray();
+
+                $row['sales_person'] = $user['email'] ?? 'N/A';
+            } else {
+                $row['sales_person'] = 'Not Assigned';
+            }
+
+            $head = $this->db->table('user_profiles')
+            ->select('email') // or whatever field
+            ->where('role', 5)
+            ->where('is_active',1)
+            ->get()
+            ->getResultArray();
+            
+
+            $row['heads'] = $head;
+
+            $admin = $this->db->table('user_profiles')
+                    ->select('email')
+                    ->where("is_active",1)
+                    ->where("role",1)
+                    ->get()
+                    ->getResultArray();
+
+            $row['admins'] = $admin;
+
+            $buisenessTeam = $this->db->table("user_teams ut")
+                        ->select("up.email")
+                        ->join('user_profiles up','up.id = ut.user_id and up.is_active = 1')
+                        ->where("ut.team_id",7)
+                        ->where("ut.is_active",1)
+                        ->get()
+                        ->getResultArray();
+
+            $row['buisness_team'] = $buisenessTeam;
+
+
+        }
+
+
+        return $data;
+    }
+}

app/Models/BookStackRoleModel.php

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

app/Models/BookStackUserModel.php

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

app/Models/ClientApiModel.php

@@ -0,0 +1,45 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class ClientApiModel extends Model
+{
+    protected $table            = 'client_api';
+    protected $primaryKey       = 'id';
+    protected $returnType       = 'array';
+    protected $protectFields    = true;
+    protected $allowedFields    = [
+        'id','client_id','api_access','created_by','updated_by','created_at','updated_at',
+        'emp_method',"emp_url","emp_tkn_type","emp_token","emp_obj","claim_method",
+        "claim_url","claim_tkn_type","claim_token","claim_obj",'is_active',"client_token",
+        "pull_emp_token","pull_emp_obj","pull_claim_token","pull_claim_obj"
+    ];
+
+
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"]; 
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {           
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {           
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+}

app/Models/ClientModel.php

@@ -53,17 +53,19 @@ class ClientModel extends Model
 
             $columns = ['clients.id ', 'client_name','short_name'];
             $clients = $this->select($columns)
-                            ->where('is_active',1)
+                            ->where('clients.is_active',1)
                             ->findAll(); 
 
-            // if($role_id == 2 || $role_id == 3){
+            if($role_id == 2 || $role_id == 3){
 
-            //     $clients = $this->select($columns)
-            //         ->join('client_rm', 'client_rm.client_id = clients.id')
-            //         ->where('client_rm.user_id', $user_id)
-            //         ->where('clients.is_active',1)
-            //         ->findAll();
-            // }
+                $clients = $this->select($columns)
+                    ->join('client_rm', 'client_rm.client_id = clients.id')
+                    ->where('client_rm.user_id', $user_id)
+                    ->where('clients.is_active',1)
+                    ->findAll();
+            }
+
+            // $clients->findAll();
        
 
 
@@ -107,11 +109,24 @@ class ClientModel extends Model
 
     public function getCreatedByUserName(){
 
-        return $this->db->table('clients')
+        $role_id = get_role_id();
+        $user_id = get_session_userid();
+
+        $query =  $this->db->table('clients')
         ->select('clients.*')
-        ->where('is_active', 1)
-        ->get()
-        ->getResult();
+        ->join('client_rm', 'client_rm.client_id = clients.id','left')
+        ->where('clients.is_active', 1);
+
+        if (in_array($role_id, [2, 3])) {
+            
+            // If the user is a Account Manager or Manager, filter by user_id
+            $query->where('client_rm.user_id', $user_id);
+        }
+        
+        $data = $query->groupBy("clients.id")->get()->getResult();
+        // dd($data);
+
+        return $data;
         
     }
 

app/Models/ClientPolicyModel.php

@@ -54,6 +54,7 @@ class ClientPolicyModel extends Model
         "is_member_modify_allowed",
         "cd_ac_pk",
         "is_lgbtq",
+        "placement_json",
     ];
 
     // Callbacks
@@ -70,7 +71,7 @@ class ClientPolicyModel extends Model
     protected function checkAndADDCreatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['created_by'])) {           
+        if (empty($data['data']['created_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['created_by'] = get_session_userid();
         }
@@ -81,7 +82,7 @@ class ClientPolicyModel extends Model
     protected function checkAndUpdateUpdatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['updated_by'])) {           
+        if (empty($data['data']['updated_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['updated_by'] = get_session_userid();
         }
@@ -89,100 +90,102 @@ class ClientPolicyModel extends Model
         return $data;
     }
 
-    public function getClientPolicyById($id){
+    public function getClientPolicyById($id)
+    {
 
         return $this->db->table('client_policy')
-        ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
-        ->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
-        ->select('policies.name as policy_name')
-        ->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
-        ->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
-        ->join('insurers', 'insurers.id = client_policy.insurer_id')
-        ->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
-        ->join('tpa', 'tpa.id = client_policy.tpa_id')
-        ->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
-        ->join('policies', 'policies.id = client_policy.policy_id')
-        ->where('client_policy.id', $id)
-        ->get()
-        ->getResult();
-    
+            ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
+            ->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
+            ->select('policies.name as policy_name')
+            ->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
+            ->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id')
+            ->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
+            ->join('tpa', 'tpa.id = client_policy.tpa_id')
+            ->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
+            ->join('policies', 'policies.id = client_policy.policy_id')
+            ->where('client_policy.id', $id)
+            ->get()
+            ->getResult();
     }
 
-    public function getClientPolicyByClientId($client_id){
-   
+    public function getClientPolicyByClientId($client_id)
+    {
+
 
         return $this->db->table('client_policy')
-        ->select('client_policy.*')
-        ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
-        ->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
-        ->select('policy_type.policy_type as policy_type_name') 
-        ->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
-        ->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
-        ->select('policy_type.policy_type as policy_type_name')
-        ->select('client_branch.branch_name as branch_name')
-        ->join('insurers', 'insurers.id = client_policy.insurer_id')
-        ->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
-        ->join('tpa', 'tpa.id = client_policy.tpa_id', 'left')
-        ->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id', 'left')        
-        ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
-        ->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
-        ->where('client_policy.client_id', $client_id)
-        ->where('client_policy.policy_status', 1)
-        ->where('client_policy.is_active', 1)
-        ->get()
-        ->getResult();
-    
-
-
+            ->select('client_policy.*')
+            ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
+            ->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
+            ->select('policy_type.policy_type as policy_type_name')
+            ->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
+            ->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
+            ->select('policy_type.policy_type as policy_type_name')
+            ->select('client_branch.branch_name as branch_name')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id')
+            ->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
+            ->join('tpa', 'tpa.id = client_policy.tpa_id', 'left')
+            ->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id', 'left')
+            ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+            ->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
+            ->where('client_policy.client_id', $client_id)
+            ->where('client_policy.policy_status', 1)
+            ->where('client_policy.is_active', 1)
+            ->get()
+            ->getResult();
     }
 
-    public function getPolicyPremium($policy_id){
+    public function getPolicyPremium($policy_id)
+    {
 
         return $this->db->table('policies')
-        ->select('policy_type.*')
-        ->join('policy_type', 'policy_type.id = policies.policy_type_id')
-        ->where('policies.id', $policy_id)
-        ->get()
-        ->getResult();
+            ->select('policy_type.*')
+            ->join('policy_type', 'policy_type.id = policies.policy_type_id')
+            ->where('policies.id', $policy_id)
+            ->get()
+            ->getResult();
     }
 
-    public function getPolicyPremiumPolicyTypeId($policy_type_id){
+    public function getPolicyPremiumPolicyTypeId($policy_type_id)
+    {
 
         return $this->db->table('policies')
-        ->select('policy_type.*')
-        ->join('policy_type', 'policy_type.id = policies.policy_type_id')
-        ->where('policies.id', $policy_type_id)
-        ->get()
-        ->getResult();
+            ->select('policy_type.*')
+            ->join('policy_type', 'policy_type.id = policies.policy_type_id')
+            ->where('policies.id', $policy_type_id)
+            ->get()
+            ->getResult();
     }
 
 
-    public function getPolicyDetails($client_id,$policy_id)
+    public function getPolicyDetails($client_id, $policy_id)
     {
         return $this->select('*')
-             ->where('client_id',$client_id)
-             ->where('id',$policy_id)
-             ->get()
-             ->getResult();
-
+            ->where('client_id', $client_id)
+            ->where('id', $policy_id)
+            ->get()
+            ->getResult();
     }
 
 
-    public function getinsurerswithclientid($id){
+    public function getinsurerswithclientid($id)
+    {
 
         return $this->db->table('client_policy')
-        ->select('client_policy.*, cd_master.cd_ac_no as cd_master_account_no')
-        ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
-        ->select('clients.client_name as client_name')
-        ->join('clients','clients.id=client_policy.client_id')
-        ->join('insurers', 'insurers.id = client_policy.insurer_id')
-        ->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
-        ->where('client_policy.client_id', $id)
-        ->where('cd_master.id = client_policy.cd_ac_pk')
-        ->groupBy('client_policy.insurer_id') 
-        ->groupBy('client_policy.client_id', $id)  // Group by insurer_id
-        ->get()
-        ->getResult();
+            ->select('client_policy.*, cd_master.cd_ac_no as cd_master_account_no')
+            ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
+            ->select('clients.client_name as client_name')
+            ->join('clients', 'clients.id=client_policy.client_id')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id')
+            ->join('cd_master', 'cd_master.insurer_id = insurers.id AND cd_master.client_id = client_policy.client_id')
+            ->where('client_policy.client_id', $id)
+            ->where('cd_master.id = client_policy.cd_ac_pk')
+            ->where('cd_master.is_active', 1)
+            ->groupBy('client_policy.client_id', $id)  // Group by insurer_id
+            ->groupBy('client_policy.insurer_id')
+            ->groupBy('client_policy.cd_ac_pk')
+            ->get()
+            ->getResult();
 
         // return $this->db->table('client_policy')
         // ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
@@ -197,34 +200,36 @@ class ClientPolicyModel extends Model
         // ->getResult();
 
     }
-  
 
-    public function getinsurerswithinsurenceid($insurerId){
+
+    public function getinsurerswithinsurenceid($insurerId)
+    {
 
         return $this->db->table('client_policy')
-        ->select('client_policy.*')
-        ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
-        ->select('clients.client_name as clientname, clients.short_name as clientshort')
-        ->join('insurers', 'insurers.id = client_policy.insurer_id')
-        ->join('clients', 'clients.id = client_policy.client_id')
-        ->where('client_policy.insurer_id', $insurerId)
-        ->groupBy('client_policy.client_id') // Group by insurer_id
-        ->get()
-        ->getResult();
+            ->select('client_policy.*')
+            ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
+            ->select('clients.client_name as clientname, clients.short_name as clientshort')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id')
+            ->join('clients', 'clients.id = client_policy.client_id')
+            ->where('client_policy.insurer_id', $insurerId)
+            ->groupBy('client_policy.client_id') // Group by insurer_id
+            ->get()
+            ->getResult();
     }
 
 
-    public function getClientById($id) {
+    public function getClientById($id)
+    {
         $query = $this->db->table('clients')->getWhere(['id' => $id]);
-     // Debug statement
+        // Debug statement
         return $query->getRow();
     }
 
 
-    public function getDepositData($clientId, $insurerId)
+    public function getDepositData($clientId, $insurerId, $cd_ac_pk = null)
     {
-        // Fetch the deposit data based on client and insurer IDs
-        return $this->db->table('cash_deposit')
+        // Fetch the deposit data based on client and insurer IDs       
+       $query = $this->db->table('cash_deposit')
             ->select('cash_deposit.*')
             ->select('insurers.name as insurer_name, insurers.short_name as insurer_short')
             ->select('clients.client_name as clientname, clients.short_name as clientshort, client_policy.policy_no')
@@ -241,184 +246,193 @@ class ClientPolicyModel extends Model
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id', 'left')
             ->where('cash_deposit.client_id', $clientId)
             ->where('cash_deposit.insurer_id', $insurerId)
-            ->where('cash_deposit.is_active', 1)
+            ->where('cash_deposit.is_active', 1);
             // ->where('cash_deposit.cd_ac_pk = cd_master.id')
-            ->orderBy('cash_deposit.id', 'DESC')
+            if(!empty($cd_ac_pk)){
+                  $query->where('cash_deposit.cd_ac_pk', $cd_ac_pk);
+            }
+            $query->orderBy('cash_deposit.id', 'DESC');
+
+            return $query->get()->getResult();
+    }
+
+
+    public function getDepositSummary($clientId, $insurerId, $cd_ac_pk)
+    {
+        // Fetch the sum of credit and debit transactions and calculate the balance
+        return $this->db->table('cash_deposit')
+            ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE 0 END) AS total_credit')
+            ->select('SUM(CASE WHEN transaction_type = "Debit" THEN amount ELSE 0 END) AS total_withdraw')
+            ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
+            ->select('SUM(CASE WHEN sub_type = 3 THEN amount ELSE 0 END) AS total_refund')
+            ->where('client_id', $clientId)
+            ->where('insurer_id', $insurerId)
+            ->where('cd_ac_pk', $cd_ac_pk)
+            ->where('cash_deposit.is_active', 1)
+            ->get()
+            ->getRow();
+    }
+    // Inside your clientPolicyModel
+    // Inside your clientPolicyModel
+    // public function getDepositDataWithBalance($clientId, $insurerId)
+    // {
+    //     // Fetch deposit data with balance information
+    //     $builder = $this->db->table('cash_deposit');
+    //     $builder->select('id, created_at,  description, sub_type, amount, transaction_type');
+
+    //     $builder->where('client_id', $clientId);
+    //     $builder->where('insurer_id', $insurerId);
+    //     $builder->orderBy('created_at', 'asc');
+
+    //     $depositData = $builder->get()->getResult();
+
+    //     $currentBalance = 0;
+
+    //     foreach ($depositData as $transaction) {
+    //         if ($transaction->transaction_type == 'Credit') {
+    //             $currentBalance += $transaction->amount;
+    //         } elseif ($transaction->transaction_type == 'Debit') {
+    //             $currentBalance -= $transaction->amount;
+    //         }
+
+    //         $transaction->balance = $currentBalance;
+    //     }
+
+    //     return $depositData;
+    // }
+
+
+
+
+    public function getBalances($clientId)
+    {
+        $depositsummary = $this->getDepositlistsummary($clientId);
+        $balances = [];
+
+        foreach ($depositsummary as $summary) {
+            $insurerId = $summary->insurer_id;
+            $balances[$insurerId] = $summary;
+        }
+
+        return $balances;
+    }
+
+    public function getDepositlistsummary($id)
+    {
+        return $this->db->table('cash_deposit')
+            ->select('insurer_id, cd_ac_pk')
+            ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
+            ->where('client_id', $id)
+            ->where('is_active', 1)
+            ->groupBy('insurer_id')
+            // ->groupBy('cd_ac_pk')
             ->get()
             ->getResult();
     }
-    
-    
-    public function getDepositSummary($clientId, $insurerId)
-{
-    // Fetch the sum of credit and debit transactions and calculate the balance
-    return $this->db->table('cash_deposit')
-        ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE 0 END) AS total_credit')
-        ->select('SUM(CASE WHEN transaction_type = "Debit" THEN amount ELSE 0 END) AS total_withdraw')
-        ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
-        ->select('SUM(CASE WHEN sub_type = 3 THEN amount ELSE 0 END) AS total_refund')
-        ->where('client_id', $clientId)
-        ->where('insurer_id', $insurerId)
-        ->where('cash_deposit.is_active', 1)
-        ->get()
-        ->getRow();
-}
-// Inside your clientPolicyModel
-// Inside your clientPolicyModel
-// public function getDepositDataWithBalance($clientId, $insurerId)
-// {
-//     // Fetch deposit data with balance information
-//     $builder = $this->db->table('cash_deposit');
-//     $builder->select('id, created_at,  description, sub_type, amount, transaction_type');
-
-//     $builder->where('client_id', $clientId);
-//     $builder->where('insurer_id', $insurerId);
-//     $builder->orderBy('created_at', 'asc');
-
-//     $depositData = $builder->get()->getResult();
-
-//     $currentBalance = 0;
-
-//     foreach ($depositData as $transaction) {
-//         if ($transaction->transaction_type == 'Credit') {
-//             $currentBalance += $transaction->amount;
-//         } elseif ($transaction->transaction_type == 'Debit') {
-//             $currentBalance -= $transaction->amount;
-//         }
-
-//         $transaction->balance = $currentBalance;
-//     }
-
-//     return $depositData;
-// }
 
 
+    public function updateStatus()
+    {
+        // Update client_policy table
+        $client = $this->db->query("UPDATE client_policy SET policy_status = 0 WHERE policy_end_date < CURDATE()");
+        $client_count = $this->db->affectedRows();
 
+        // Update employee_polices table
+        $employee = $this->db->query("UPDATE employee_polices SET status = 'expired' WHERE policy_end_date < CURDATE()");
+        $emp_count = $this->db->affectedRows();
 
-public function getBalances($clientId)
-{
-    $depositsummary = $this->getDepositlistsummary($clientId);
-    $balances = [];
+        // Log the result
+        log_message('info', "Client policies updated: {$client_count}");
+        log_message('info', "Employee policies updated: {$emp_count}");
 
-    foreach ($depositsummary as $summary) {
-        $insurerId = $summary->insurer_id;
-        $balances[$insurerId] = $summary;
+        return ['client' => $client_count, 'emp' => $emp_count];
     }
 
-    return $balances;
-}
+    public function getpolicyWithPattern($client_id)
+    {
 
-public function getDepositlistsummary($id)
-{
-    return $this->db->table('cash_deposit')
-        ->select('insurer_id')
-        ->select('SUM(CASE WHEN transaction_type = "Credit" THEN amount ELSE -amount END) AS balance')
-        ->where('client_id', $id)
-        ->groupBy('insurer_id')
-        ->get()
-        ->getResult();
-}
+        $query = $this->db->table('client_policy')
+            ->select('client_policy.*, policies.name, policies.policy_type_id, policy_type.policy_type')
+            ->join('policies', 'policies.id = client_policy.policy_id')
+            ->join('policy_type', 'policy_type.id = policies.policy_type_id')
+            // ->where('policy_type.policy_type', 'GMC')
+            ->whereIn('policy_type.id', [2, 3])
+            ->where('client_policy.client_id', $client_id)
+            ->get()
+            ->getResult();
 
 
-public function updateStatus(){
-
-    // Update client_policy table
-    $client = $this->db->query("UPDATE client_policy SET policy_status = 0 WHERE policy_end_date < CURDATE()");
-    $client_count = $this->db->affectedRows();    
-    // Update employee_polices table
-    $employee = $this->db->query("UPDATE employee_polices SET status = 'expired' WHERE policy_end_date < CURDATE()");
-    $emp_count = $this->db->affectedRows();
-
-    return ['client'=>$client_count, 'emp' => $emp_count];
-
-
-}
-
-public function getpolicyWithPattern($client_id){
-
-    $query = $this->db->table('client_policy')
-    ->select('client_policy.*, policies.name, policies.policy_type_id, policy_type.policy_type')
-    ->join('policies', 'policies.id = client_policy.policy_id')
-    ->join('policy_type', 'policy_type.id = policies.policy_type_id')
-    // ->where('policy_type.policy_type', 'GMC')
-    ->whereIn('policy_type.id', [2, 3])
-    ->where('client_policy.client_id', $client_id)
-    ->get()
-    ->getResult();
-
-
-    return $query;
-}
-
-public function getTopUpPolicy($client_id, $type){
-
-    $query = "
-    SELECT client_policy.*, policies.name, policies.policy_type_id
-    FROM client_policy
-    JOIN policies ON policies.id = client_policy.policy_id
-    JOIN policy_type ON policy_type.id = policies.policy_type_id
-    WHERE policy_type.policy_type = '{$type}'        
-    AND client_policy.client_id = {$client_id}";
-
-    $result = $this->db->query($query)->getResult();
-
-    return $result;
-
-}
-
-
-public function getClientPolicyByPolicyType($client_id, $type){
-   
-
-    $query = $this->db->table('client_policy')
-    ->select('client_policy.*, insurers.name as insurer_name, insurers.short_name as insurer_short')
-    ->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
-    ->select('policies.name as policy_name, policies.policy_type_id')
-    ->select('policy_type.policy_type as policy_type_name')
-    ->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
-    ->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
-    ->join('insurers', 'insurers.id = client_policy.insurer_id')
-    ->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
-    ->join('tpa', 'tpa.id = client_policy.tpa_id')
-    ->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
-    ->join('policies', 'policies.id = client_policy.policy_id')
-    ->join('policy_type', 'policy_type.id = policies.policy_type_id')
-    ->where('client_policy.client_id', $client_id)
-    ->where('client_policy.policy_status', 1);
-
-    if ($type == 2) {
-        $query->where('policy_type.policy_type', 'GMC - Top-up');
-    } else if ($type == 3) {
-        $query->whereIn('policy_type.policy_type', ['GMC - Parents', 'GMC - Top-up(Parents)']);
+        return $query;
     }
 
-    $result = $query->get()->getResult();
+    public function getTopUpPolicy($client_id, $type)
+    {
 
-    return $result;
+        $query = "
+            SELECT client_policy.*, policies.name, policies.policy_type_id
+            FROM client_policy
+            JOIN policies ON policies.id = client_policy.policy_id
+            JOIN policy_type ON policy_type.id = policies.policy_type_id
+            WHERE policy_type.policy_type = '{$type}'        
+            AND client_policy.client_id = {$client_id}";
+
+        $result = $this->db->query($query)->getResult();
+
+        return $result;
+    }
 
 
-}
+    public function getClientPolicyByPolicyType($client_id, $type)
+    {
 
 
-public function getPolicyTypeForPolicyBinding($client_id){
+        $query = $this->db->table('client_policy')
+            ->select('client_policy.*, insurers.name as insurer_name, insurers.short_name as insurer_short')
+            ->select('tpa.name as tpa_name, tpa.short_name as tpa_short')
+            ->select('policies.name as policy_name, policies.policy_type_id')
+            ->select('policy_type.policy_type as policy_type_name')
+            ->select('insurer_branch.branch_name as insurer_branch_name, insurer_branch.branch_code as insurer_branch_code')
+            ->select('tpa_branch.branch_name as tpa_branch_name, tpa_branch.branch_code as tpa_branch_code')
+            ->join('insurers', 'insurers.id = client_policy.insurer_id')
+            ->join('insurer_branch', 'client_policy.insurer_branch_id = insurer_branch.id')
+            ->join('tpa', 'tpa.id = client_policy.tpa_id')
+            ->join('tpa_branch', 'client_policy.tpa_branch_id = tpa_branch.id')
+            ->join('policies', 'policies.id = client_policy.policy_id')
+            ->join('policy_type', 'policy_type.id = policies.policy_type_id')
+            ->where('client_policy.client_id', $client_id)
+            ->where('client_policy.policy_status', 1);
 
-    $result = $this->table('client_policy')
-        ->select('policy_type.*, client_policy.id as client_policy_id, client_policy.policy_no')
-        ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
-        ->where('client_policy.client_id', $client_id)
-        ->where('client_policy.is_active', 1)
-        ->whereIn('policy_type.id', [2,3])
-        ->findAll();
+        if ($type == 2) {
+            $query->where('policy_type.policy_type', 'GMC - Top-up');
+        } else if ($type == 3) {
+            $query->whereIn('policy_type.policy_type', ['GMC - Parents', 'GMC - Top-up(Parents)']);
+        }
 
-    return $result;
+        $result = $query->get()->getResult();
+
+        return $result;
+    }
 
 
-}
+    public function getPolicyTypeForPolicyBinding($client_id)
+    {
+
+        $result = $this->table('client_policy')
+            ->select('policy_type.*, client_policy.id as client_policy_id, client_policy.policy_no')
+            ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
+            ->where('client_policy.client_id', $client_id)
+            ->where('client_policy.is_active', 1)
+            ->whereIn('policy_type.id', [2, 3])
+            ->findAll();
+
+        return $result;
+    }
 
 
-public function getCliendDataForExcelFileName($client_policy_id){
+    public function getCliendDataForExcelFileName($client_policy_id)
+    {
 
-   return $this->table('client_policy')
+        return $this->table('client_policy')
             ->select('clients.short_name, policy_type.policy_type, client_branch.branch_code')
             ->join('clients', 'clients.id = client_policy.client_id')
             ->join('client_branch', 'client_branch.id = client_policy.client_branch_id')
@@ -426,49 +440,48 @@ public function getCliendDataForExcelFileName($client_policy_id){
             ->where('client_policy.id', $client_policy_id)
             ->where('client_policy.is_active', 1)
             ->first();
-
-}
-
-//for this using in CRONE JOB
-public function getPolicyDetailsForRemainder($client_id = null, $branch_id = null, $policy_id = null)
-{
-    $builder = $this->table('client_policy')
-        ->where('client_policy.is_active', 1)
-        ->where('client_policy.policy_status', 1)
-        // ->where('client_policy.is_addon', 1)
-        // ->where('client_policy.inception_type', 2)
-        ->where('client_policy.open_for_enrollment', 1);
-       
-    if ($client_id && $branch_id) {
-        $builder->where('client_policy.client_id', $client_id)
-        ->where('client_policy.client_branch_id', $branch_id);
     }
 
-    if(empty($policy_id)){
-        $builder->whereIn('client_policy.policy_type_id', [2, 3, 4, 5]);
-    }else{
-        $builder->where('client_policy.id', $policy_id);
+    //for this using in CRONE JOB
+    public function getPolicyDetailsForRemainder($client_id = null, $branch_id = null, $policy_id = null)
+    {
+        $builder = $this->table('client_policy')
+            ->where('client_policy.is_active', 1)
+            ->where('client_policy.policy_status', 1)
+            // ->where('client_policy.is_addon', 1)
+            // ->where('client_policy.inception_type', 2)
+            ->where('client_policy.open_for_enrollment', 1);
+
+        if ($client_id && $branch_id) {
+            $builder->where('client_policy.client_id', $client_id)
+                ->where('client_policy.client_branch_id', $branch_id);
+        }
+
+        if (empty($policy_id)) {
+            $builder->whereIn('client_policy.policy_type_id', [2, 3, 4, 5]);
+        } else {
+            $builder->where('client_policy.id', $policy_id);
+        }
+
+        return $builder->get()->getResultArray();
     }
 
-    return $builder->get()->getResultArray();
-}
+    //for this using in CRONE JOB
+    public function getPolicyDetailsForEnrollment($client_id = null, $branch_id = null)
+    {
+        $builder = $this->table('client_policy')
+            ->where('client_policy.is_active', 1)
+            ->where('client_policy.policy_status', 1)
+            ->where('client_policy.open_date IS NOT NULL')
+            ->where('client_policy.close_date IS NOT NULL');
 
-//for this using in CRONE JOB
-public function getPolicyDetailsForEnrollment($client_id = null, $branch_id = null)
-{
-    $builder = $this->table('client_policy')
-        ->where('client_policy.is_active', 1)
-        ->where('client_policy.policy_status', 1)
-        ->where('client_policy.open_date IS NOT NULL')
-        ->where('client_policy.close_date IS NOT NULL');
+        if ($client_id && $branch_id) {
+            $builder->where('client_policy.client_id', $client_id)
+                ->where('client_policy.client_branch_id', $branch_id);
+        }
 
-    if ($client_id && $branch_id) {
-        $builder->where('client_policy.client_id', $client_id)
-        ->where('client_policy.client_branch_id', $branch_id);
+        return $builder->get()->getResultArray();
     }
 
-    return $builder->get()->getResultArray();
+    
 }
-
-}
-

app/Models/EmployeeModel.php

@@ -222,7 +222,7 @@ class EmployeeModel extends Model
                     ) AS family_stats
                     ORDER BY family_member_count DESC, max_age DESC
                     LIMIT 1;";
-        $results = $this->db->query($query)->getResult();
+        $results = $this->db->query($query)->getResultArray();
         return $results;
     }
 

app/Models/EmployeePolicyModel.php

@@ -81,6 +81,146 @@ class EmployeePolicyModel extends Model
     }
 
     // ----------------------------------------------------------------------------------------------------------
+    // public function getEmployeePolicy($client_id = 0, $policy_id = 0, $status = [], $branch_id = 0, $emp_code = "", $emp_name = "")
+    // {
+    //     // dd($status);
+
+    //     $result = $this->select([
+    //         'employee_polices.*',
+    //         'policy_type.policy_type as policy_name',
+    //         'im.short_name as insurer_short_name',
+    //         'ib.branch_name as insurer_branch_name',
+    //         'ib.branch_code as insurer_branch_code',
+    //         'tpam.name as tpa_name',
+    //         'tpam.short_name as tpa_short_name',
+    //         'tpab.branch_code as tpa_branch_code',
+    //         'cm.client_name',
+    //         'cm.short_name as client_short_name',
+    //         // 'emp.id as employee_primary_id',
+    //         'emp.relationship',
+    //         'emp.relationship_code',
+    //         'emp.change_event',
+    //         'emp.emp_code',
+    //         'emp.name',
+    //         'emp.email_corporate',
+    //         'emp.dob',
+    //         'DATE_FORMAT(emp.dob, "%d/%m/%Y") AS formatted_dob',
+    //         'emp.gender',
+    //         'emp.emp_status',
+    //         'emp.is_active as emp_is_active',
+    //         'emp.mobile as mobile',
+    //         'emp.doj',
+    //         'emp.basic_pay',
+    //         'emp.band as grade',
+    //         'policy_type.policy_type',
+    //         'client_branch.branch_name as client_branch_name',
+    //         'client_branch.branch_code as client_branch_code',
+    //         'cp.policy_no',
+    //         'cp.policy_type_id',
+
+    //         // Name audit trail
+    //         '(SELECT old_value FROM auditing_history WHERE pk = emp.id AND field_name = "name" AND table_name = "employees"  ORDER BY id ASC LIMIT 1) AS name_first_old',
+    //         '(SELECT new_value FROM auditing_history WHERE pk = emp.id AND field_name = "name" AND table_name = "employees"  ORDER BY id DESC LIMIT 1) AS name_last_new',
+
+    //         // DOB audit trail
+    //         '(SELECT old_value FROM auditing_history WHERE pk = emp.id AND field_name = "dob" AND table_name = "employees"  ORDER BY id ASC LIMIT 1) AS dob_first_old',
+    //         '(SELECT new_value FROM auditing_history WHERE pk = emp.id AND field_name = "dob" AND table_name = "employees"  ORDER BY id DESC LIMIT 1) AS dob_last_new',
+
+    //         // Gender audit trail
+    //         '(SELECT old_value FROM auditing_history WHERE pk = emp.id AND field_name = "gender" AND table_name = "employees"  ORDER BY id ASC LIMIT 1) AS gender_first_old',
+    //         '(SELECT new_value FROM auditing_history WHERE pk = emp.id AND field_name = "gender" AND table_name = "employees"  ORDER BY id DESC LIMIT 1) AS gender_last_new',
+
+    //         '(CASE 
+    //             WHEN emp.relationship = "Self" 
+    //             THEN (SELECT COUNT(id) FROM employees WHERE emp_code = emp.emp_code AND is_active = 0 AND emp_status != "truncated") 
+    //             ELSE NULL 
+    //           END) AS removed_count',
+
+    //         '(CASE 
+    //             WHEN emp.relationship != "Self" AND emp.created_at != (
+    //                 SELECT created_at 
+    //                 FROM employees 
+    //                 WHERE emp_code = emp.emp_code AND relationship = "Self" AND is_active = 1 
+    //                 LIMIT 1
+    //             )
+    //             THEN "Newly Added" 
+    //             ELSE NULL 
+    //         END) AS newly_added',
+             
+    //     ])
+    //         ->join('employees emp', 'employee_polices.employee_id = emp.id')
+    //         ->join('client_policy cp', 'employee_polices.client_policy_id = cp.id') //cp - client policy
+    //         ->join('policies pm', 'cp.policy_id = pm.id', 'left') //pm - policy master
+    //         ->join('policy_type', 'policy_type.id = cp.policy_type_id')
+    //         ->join('insurers im', 'cp.insurer_id = im.id') //im - insurer master
+    //         ->join('insurer_branch ib', 'cp.insurer_branch_id = ib.id') //ib - insurer branch
+    //         ->join('tpa tpam', 'cp.tpa_id = tpam.id', 'left') //tpam - tpa master
+    //         ->join('tpa_branch tpab', 'cp.tpa_branch_id = tpab.id', 'left') //tpab - tpa branch
+    //         ->join('clients cm', 'cp.client_id = cm.id') //cm - client master
+    //         ->join('client_branch', 'emp.client_branch_id = client_branch.id') //cm - client master
+    //         ->orderBy('emp.emp_code', 'ASC')
+    //         ->orderBy('employee_polices.employee_id', 'ASC');
+
+       
+    //         // Conditionally add where clauses
+    //     if ($client_id != 0 && !empty($client_id)) {
+    //         $result->where('emp.client_id', $client_id);
+    //     }
+    //     if ($branch_id != 0 && !empty($branch_id)) {
+    //         $result->where('emp.client_branch_id', $branch_id);
+    //     }
+    //     if ($policy_id != 0 && !empty($policy_id)) {
+    //         $result->where('employee_polices.client_policy_id', $policy_id);
+    //     }
+
+    //     if (is_array($status) && count($status) > 0) {
+
+    //         $result->where('employee_polices.status !=', 'expired');
+
+    //         if (in_array("active", $status)) {
+
+    //             $result->where('employee_polices.tpa_id IS NOT NULL');
+    //             $result->where('employee_polices.uhid IS NOT NULL');
+    //             $result->whereIn('employee_polices.status', $status);
+    //         } elseif (in_array("pending", $status)) {
+
+    //             $result->where('employee_polices.tpa_id IS NULL');
+    //             $result->where('employee_polices.uhid IS NULL');
+    //             $result->whereIn('employee_polices.status', array_merge($status, ['active']));
+    //         } else {
+
+    //             $result->whereIn('employee_polices.status', $status);
+    //         }
+
+    //         // if($status == 'active'){
+    //         //     $result->where('employee_polices.tpa_id IS NOT NULL');
+    //         //     $result->where('employee_polices.uhid IS NOT NULL');          
+    //         // }else if($status == 'pending'){
+    //         //     $status = 'active';
+    //         //     $result->where('employee_polices.status', $status);
+    //         // }else{
+    //         //     $result->where('employee_polices.status', $status);
+    //         // }
+    //     }
+
+    //     if (!empty($emp_code)) {
+    //         $result->where('emp.emp_code', $emp_code);
+    //     }
+    //     if (!empty($emp_name)) {
+    //         $result->like('emp.name', $emp_name);
+    //     }
+
+    //     // Always check these conditions
+    //     $result->where('employee_polices.is_active', 1)
+    //     ->where('emp.is_active', 1);
+
+    //     $res = $result->findAll();
+
+    //     // dd($this->db->getLastQuery());
+
+    //     return $res;
+    // } // remarks do not remove
+
     public function getEmployeePolicy($client_id = 0, $policy_id = 0, $status = [], $branch_id = 0, $emp_code = "", $emp_name = "")
     {
         // dd($status);
@@ -179,9 +319,11 @@ class EmployeePolicyModel extends Model
         }
 
         // Always check these conditions
-        $result->where('employee_polices.is_active', 1)
-        ->where('emp.is_active', 1);
-
+        $result
+        ->where('employee_polices.is_active', 1)
+        ->where('emp.is_active', 1)
+        ->where('employee_polices.status !=', 'inactive');
+    
         $res = $result->findAll();
 
         // dd($this->db->getLastQuery());
@@ -274,7 +416,7 @@ class EmployeePolicyModel extends Model
                 employees.designation AS emp_designation,
                 employees.basic_pay AS emp_basic_pay,
 
-                TIMESTAMPDIFF(YEAR, employees.dob, CURDATE()) AS emp_age,
+                TIMESTAMPDIFF(YEAR, employees.dob, employee_polices.date_coverage) AS emp_age,
                 employees.emp_type as emp_type,
                 
 
@@ -452,20 +594,20 @@ class EmployeePolicyModel extends Model
     }
 
 
-    public function getSIEnhancementEmployeesDataForExportExcel($ref_data)
+    public function getSIEnhancementEmployeesDataForExportExcel($ref_data, $return_type = 0)
     {
 
-            $client_id = $ref_data['client_id'];
-            $client_policy_id = $ref_data['client_policy_id'];
-            $client_branch_id = $ref_data['client_branch_id'];
-            $insurer_or_tpa = $ref_data['insurer_or_tpa'];
+        $client_id = $ref_data['client_id'];
+        $client_policy_id = $ref_data['client_policy_id'];
+        $client_branch_id = $ref_data['client_branch_id'];
+        $insurer_or_tpa = $ref_data['insurer_or_tpa'];
 
-            $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
+        $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
 
 
-            $query = $this->db->query("
-                    SELECT 
-                        a.id as endorsement_primarykey,
+        $query = $this->db->query("
+                    SELECT
+                        a.id AS endorsement_primarykey,
                         a.group_key,
                         employee_polices.id AS primaryKey,
                         employees.name AS emp_name,
@@ -474,10 +616,8 @@ class EmployeePolicyModel extends Model
                         employees.gender AS emp_gender,
                         employees.relationship_code AS emp_relationship_code,
                         employees.relationship AS emp_relationship,
-                        employees.emp_type as emp_type,
-                        'SI' as event_type_data,
-
-
+                        employees.emp_type AS emp_type,
+                        'SI' AS event_type_data,
                         employees.doj AS emp_doj,
                         employees.mobile AS emp_mobile,
                         employees.email_corporate AS emp_email_c,
@@ -485,97 +625,59 @@ class EmployeePolicyModel extends Model
                         employees.band AS emp_grade,
                         employees.designation AS emp_designation,
                         employees.basic_pay AS emp_basic_pay,
-
                         employee_polices.uhid AS uhid,
                         employee_polices.pre_existing_alignments,
                         employee_polices.policy_end_date,
-                        employee_polices.basic_cover_si as old_basic_cover_si,
-                        employee_polices.rata_premimum as old_si_premium,  
+                        employee_polices.basic_cover_si AS old_basic_cover_si,
+                        employee_polices.premium AS old_si_premium,
+                        employee_polices.rata_premimum AS old_rata_premium,
                         employee_polices.age_band,
-              
-                        batch_data.emp_policy_id,
-                        batch_data.bl AS batch_list_batch_code,
-                        batch_data.bf AS batch_files_batch_code,
-
-                        sidata.new_basic_cover_si, 
+                        sidata.new_basic_cover_si,
                         sidata.new_si_premium,
+                        sidata.old_si_premium,
                         sidata.date_of_coverage,
-                        
                         DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
-
-                        sidata.new_si_premium - employee_polices.rata_premimum AS difference_premium,
-
-                        ROUND((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365, 2) AS pro_rata_premium,
-
-                        ROUND(((sidata.new_si_premium - employee_polices.rata_premimum) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS gst,
-
+                        ROUND(sidata.new_si_premium - sidata.old_si_premium, 2) AS difference_premium,
                         ROUND(
-                            ((sidata.new_si_premium - employee_polices.rata_premimum) * 
-                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) + 
+                            (sidata.new_si_premium - sidata.old_si_premium) * 
+                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365,
+                            2
+                        ) AS pro_rata_premium,
+                        ROUND(
+                            (
+                            (sidata.new_si_premium - sidata.old_si_premium) *
+                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+                            ) * 0.18,
+                            2
+                        ) AS gst,
+                        ROUND(
+                            (
+                            (sidata.new_si_premium - sidata.old_si_premium) *
+                            (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+                            ) +
                             ROUND(
-                                ((sidata.new_si_premium - employee_polices.rata_premimum) * 
-                                (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2
-                            ), 2
+                            (
+                                (sidata.new_si_premium - sidata.old_si_premium) *
+                                (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365
+                            ) * 0.18,
+                            2
+                            ),
+                            2
                         ) AS total
-
-                    FROM 
+                    FROM
                         emp_endorsement a
-                    LEFT JOIN 
-                        employees ON employees.emp_code = a.emp_code
-                    LEFT JOIN 
-                        employee_polices ON employees.id = employee_polices.employee_id 
+                    LEFT JOIN employees ON employees.emp_code = a.emp_code
+                    LEFT JOIN employee_polices ON employees.id = employee_polices.employee_id
                     LEFT JOIN (
-                        SELECT 
-                            aa.emp_code, 
-                            aa.new_value as 'new_basic_cover_si', 
-                            bb.new_value as 'new_si_premium', 
-                            cc.new_value as 'date_of_coverage' 
-                        FROM (
-                            SELECT  
-                                a1.emp_code, 
-                                a1.field_name, 
-                                a1.new_value 
-                            FROM 
-                                emp_endorsement as a1 
-                            WHERE 
-                                a1.field_name = 'basic_cover_si'
-                        ) aa 
-                        LEFT JOIN (
-                            SELECT  
-                                b1.emp_code, 
-                                b1.field_name, 
-                                b1.new_value 
-                            FROM 
-                                emp_endorsement as b1 
-                            WHERE 
-                                b1.field_name = 'premium'
-                        ) bb ON aa.emp_code = bb.emp_code 
-                        LEFT JOIN (
-                            SELECT  
-                                c1.emp_code, 
-                                c1.field_name, 
-                                c1.new_value 
-                            FROM 
-                                emp_endorsement as c1  
-                            WHERE 
-                                c1.field_name = 'si_enhancement_date'
-                        ) cc ON aa.emp_code = cc.emp_code
-                    ) as sidata ON a.emp_code = sidata.emp_code 
-                    LEFT JOIN (
-                        SELECT DISTINCT 
-                            batch_list.emp_policy_id, 
-                            batch_list.batch_code AS bl, 
-                            batch_files.batch_code AS bf 
-                        FROM 
-                            batch_files 
-                        LEFT JOIN 
-                            batch_list ON batch_files.batch_code = batch_list.batch_code 
-                        WHERE 
-                            batch_files.event_type = 'si_enhancement' 
-                            AND batch_files.actions = 'export' 
-                            AND batch_files.insurer_or_tpa = '{$insurer_or_tpa}'
-                    ) AS batch_data ON employee_polices.id = batch_data.emp_policy_id
-
+                        SELECT
+                        emp_code,
+                        CAST(MAX(CASE WHEN field_name = 'basic_cover_si' THEN new_value END) AS UNSIGNED) AS new_basic_cover_si,
+                        CAST(MAX(CASE WHEN field_name = 'premium' THEN new_value END) AS DECIMAL(10,2)) AS new_si_premium,
+                        CAST(MAX(CASE WHEN field_name = 'premium' THEN old_value END) AS DECIMAL(10,2)) AS old_si_premium,
+                        MAX(CASE WHEN field_name = 'si_enhancement_date' THEN new_value END) AS date_of_coverage
+                        FROM emp_endorsement
+                        GROUP BY emp_code
+                    ) AS sidata ON a.emp_code = sidata.emp_code
                     WHERE employee_polices.client_policy_id = '{$client_policy_id}'
                         AND employees.client_branch_id = '{$client_branch_id}'
                         $endorsement_condition 
@@ -588,13 +690,177 @@ class EmployeePolicyModel extends Model
                         group by group_key
                 ");
 
-                // Get the result set
-                $results = $query->getResult();
-                // dd($this->db->getLastQuery(), $results);
-                return $results;
+        // Get the result set
+        $results = $query->getResult();
 
+        if ($return_type == 1) {
+            $results = $query->getResultArray();
+        } else {
+            $results = $query->getResult();
+        }
+
+        // dd($this->db->getLastQuery());
+        return $results;
     }
 
+    // DO NOT DELETE this SI ENHANCEMENT QUERY FUNCTION
+
+    // public function getSIEnhancementEmployeesDataForExportExcel($ref_data, $return_type = 0)
+    // {
+
+    //         $client_id = $ref_data['client_id'];
+    //         $client_policy_id = $ref_data['client_policy_id'];
+    //         $client_branch_id = $ref_data['client_branch_id'];
+    //         $insurer_or_tpa = $ref_data['insurer_or_tpa'];
+
+    //         $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
+
+
+    //         $query = $this->db->query("
+    //                 SELECT 
+    //                     a.id as endorsement_primarykey,
+    //                     a.group_key,
+    //                     employee_polices.id AS primaryKey,
+    //                     employees.name AS emp_name,
+    //                     employees.emp_code AS emp_code,
+    //                     employees.dob AS emp_dob,
+    //                     employees.gender AS emp_gender,
+    //                     employees.relationship_code AS emp_relationship_code,
+    //                     employees.relationship AS emp_relationship,
+    //                     employees.emp_type as emp_type,
+    //                     'SI' as event_type_data,
+
+
+    //                     employees.doj AS emp_doj,
+    //                     employees.mobile AS emp_mobile,
+    //                     employees.email_corporate AS emp_email_c,
+    //                     employees.email_personal AS emp_email_p,
+    //                     employees.band AS emp_grade,
+    //                     employees.designation AS emp_designation,
+    //                     employees.basic_pay AS emp_basic_pay,
+
+    //                     employee_polices.uhid AS uhid,
+    //                     employee_polices.pre_existing_alignments,
+    //                     employee_polices.policy_end_date,
+    //                     employee_polices.basic_cover_si as old_basic_cover_si,
+    //                     employee_polices.premium as old_si_premium,  
+    //                     employee_polices.rata_premimum as old_rata_premium,  
+    //                     employee_polices.age_band,
+              
+    //                     batch_data.emp_policy_id,
+    //                     batch_data.bl AS batch_list_batch_code,
+    //                     batch_data.bf AS batch_files_batch_code,
+
+    //                     sidata.new_basic_cover_si, 
+    //                     sidata.new_si_premium,
+    //                     sidata.old_si_premium,
+    //                     sidata.date_of_coverage,
+                        
+    //                     DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1 AS no_of_days,
+
+    //                     ROUND(sidata.new_si_premium - sidata.old_si_premium, 2) AS difference_premium,
+
+    //                     ROUND((sidata.new_si_premium - sidata.old_si_premium) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365, 2) AS pro_rata_premium,
+
+    //                     ROUND(((sidata.new_si_premium - sidata.old_si_premium) * (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2) AS gst,
+
+    //                     ROUND(
+    //                         ((sidata.new_si_premium - sidata.old_si_premium) * 
+    //                         (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) + 
+    //                         ROUND(
+    //                             ((sidata.new_si_premium - sidata.old_si_premium) * 
+    //                             (DATEDIFF(employee_polices.policy_end_date, sidata.date_of_coverage) + 1) / 365) * 0.18, 2
+    //                         ), 2
+    //                     ) AS total
+
+    //                 FROM 
+    //                     emp_endorsement a
+    //                 LEFT JOIN 
+    //                     employees ON employees.emp_code = a.emp_code
+    //                 LEFT JOIN 
+    //                     employee_polices ON employees.id = employee_polices.employee_id 
+    //                 LEFT JOIN (
+    //                     SELECT 
+    //                         aa.emp_code, 
+    //                         aa.new_value as 'new_basic_cover_si', 
+    //                         bb.new_value as 'new_si_premium', 
+    //                         bb.old_value as 'old_si_premium', 
+    //                         cc.new_value as 'date_of_coverage' 
+    //                     FROM (
+    //                         SELECT  
+    //                             a1.emp_code, 
+    //                             a1.field_name, 
+    //                             a1.new_value,
+    //                             a1.old_value
+    //                         FROM 
+    //                             emp_endorsement as a1 
+    //                         WHERE 
+    //                             a1.field_name = 'basic_cover_si'
+    //                     ) aa 
+    //                     LEFT JOIN (
+    //                         SELECT  
+    //                             b1.emp_code, 
+    //                             b1.field_name, 
+    //                             b1.new_value,
+    //                             b1.old_value 
+    //                         FROM 
+    //                             emp_endorsement as b1 
+    //                         WHERE 
+    //                             b1.field_name = 'premium'
+    //                     ) bb ON aa.emp_code = bb.emp_code 
+    //                     LEFT JOIN (
+    //                         SELECT  
+    //                             c1.emp_code, 
+    //                             c1.field_name, 
+    //                             c1.new_value,
+    //                             c1.old_value 
+    //                         FROM 
+    //                             emp_endorsement as c1  
+    //                         WHERE 
+    //                             c1.field_name = 'si_enhancement_date'
+    //                     ) cc ON aa.emp_code = cc.emp_code
+    //                 ) as sidata ON a.emp_code = sidata.emp_code 
+    //                 LEFT JOIN (
+    //                     SELECT DISTINCT 
+    //                         batch_list.emp_policy_id, 
+    //                         batch_list.batch_code AS bl, 
+    //                         batch_files.batch_code AS bf 
+    //                     FROM 
+    //                         batch_files 
+    //                     LEFT JOIN 
+    //                         batch_list ON batch_files.batch_code = batch_list.batch_code 
+    //                     WHERE 
+    //                         batch_files.event_type = 'si_enhancement' 
+    //                         AND batch_files.actions = 'export' 
+    //                         AND batch_files.insurer_or_tpa = '{$insurer_or_tpa}'
+    //                 ) AS batch_data ON employee_polices.id = batch_data.emp_policy_id
+
+    //                 WHERE employee_polices.client_policy_id = '{$client_policy_id}'
+    //                     AND employees.client_branch_id = '{$client_branch_id}'
+    //                     $endorsement_condition 
+    //                     AND a.actions = 'si'
+    //                     AND a.status != 'truncated'
+    //                     AND employee_polices.is_active = 1
+    //                     AND employee_polices.status = 'active'
+    //                     AND employees.is_active = 1
+    //                     AND employees.emp_status = 'active'
+    //                     group by group_key
+    //             ");
+
+    //             // Get the result set
+    //             $results = $query->getResult();
+
+    //             if($return_type == 1){
+    //                 $results = $query->getResultArray();
+    //             }else{
+    //                 $results = $query->getResult();
+    //             }
+    
+    //             // dd($this->db->getLastQuery());
+    //             return $results;
+
+    // }
+
     // DO NOT DELETE this DELETION QUERY FUNCTION
 
     // public function getDeletionEmployeeDataForExportExcel($ref_data, $return_type = 0)
@@ -795,10 +1061,10 @@ class EmployeePolicyModel extends Model
             }
 
             $status_condition = "{$insurer_or_tpa}" === 'tpa' 
-                ? "employee_polices.status = 'active' AND employees.emp_status = 'active'" 
+                ? "employee_polices.status = 'inactive' AND employees.emp_status = 'active'" 
                 : "employee_polices.status = 'active' AND employees.emp_status = 'active'";
 
-            $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS  NULL OR a.endorsement_id = '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
+            $endorsement_condition = "{$insurer_or_tpa}" === 'tpa' ? "AND (a.endorsement_id IS NOT NULL OR a.endorsement_id != '')" : "AND (a.endorsement_id IS NULL OR a.endorsement_id = '')";
 
             $query = $this->db->query("
             SELECT DISTINCT
@@ -823,7 +1089,8 @@ class EmployeePolicyModel extends Model
                 
                 employee_polices.basic_cover_si, 
                 employee_polices.uhid as uhid, 
-                employee_polices.rata_premimum as premium, 
+                employee_polices.rata_premimum, 
+                ROUND(employee_polices.premium,2) as premium, 
                 employee_polices.claim_status,
                 employee_polices.age_band,
                 employee_polices.tpa_id,
@@ -849,22 +1116,22 @@ class EmployeePolicyModel extends Model
                 
                 CASE 
                     WHEN deletiondata.claimstatus = 0 OR deletiondata.claimstatus IS NULL THEN
-                        ROUND((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365, 2)
+                        ROUND((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365, 2)
                     ELSE 
                         0
                 END AS pro_rata_premium,
                 
                 CASE 
                     WHEN deletiondata.claimstatus = 0 OR deletiondata.claimstatus IS NULL THEN
-                        ROUND(((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18, 2)
+                        ROUND(((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18, 2)
                     ELSE 
                         0
                 END AS gst,
                 
                 CASE 
                     WHEN deletiondata.claimstatus = 0 OR deletiondata.claimstatus IS NULL THEN
-                        ROUND(((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) + 
-                            (((employee_polices.rata_premimum * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18), 2)
+                        ROUND(((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) + 
+                            (((employee_polices.premium * (DATEDIFF(employee_polices.policy_end_date, deletiondata.dateofexit) + $add_one_day)) / 365) * 0.18), 2)
                     ELSE 
                         0
                 END AS total,
@@ -1386,73 +1653,120 @@ class EmployeePolicyModel extends Model
     }
 
 
-    public function bulkUpdateForEndorsement($endorsement_details)
+    // public function bulkUpdateForEndorsement($endorsement_details)
+    // {
+    //     // dd($endorsement_details, '---');
+    //     // Extract IDs, endorsement_ids, and statuses
+    //     $ids = array_column($endorsement_details, 'group_key');
+    //     $endorsement_ids = array_column($endorsement_details, 'endorsement_id');
+    //     $statuses = array_column($endorsement_details, 'status');
+
+    //     // Escape values for SQL
+    //     $escapedIds = array_map([$this->db, 'escape'], $ids);
+    //     $escapedEndorsementIds = array_map([$this->db, 'escape'], $endorsement_ids);
+    //     $escapedStatuses = array_map([$this->db, 'escape'], $statuses);
+
+    //     // Construct the CASE statements
+    //     $caseEndorsementId = array_map(function ($id, $endorsement_id) {
+    //         return "WHEN group_key = $id THEN $endorsement_id";
+    //     }, $escapedIds, $escapedEndorsementIds);
+
+    //     // $caseStatus = array_map(function ($id, $status) {
+    //     //     return "WHEN status = $id THEN $status";
+    //     // }, $escapedIds, $escapedStatuses);
+
+    //     // Convert cases to a string
+    //     $caseEndorsementIdString = implode(' ', $caseEndorsementId);
+    //     // $caseStatusString = implode(' ', $caseStatus);
+
+    //     // Convert ids to a string
+    //     $idsString = implode(', ', $escapedIds);
+
+    //     // Construct the SQL query
+    //     $sql = "
+    //         UPDATE emp_endorsement
+    //         SET 
+    //             endorsement_id = CASE {$caseEndorsementIdString} END,
+    //             status = 'complete'
+    //         WHERE group_key IN ({$idsString})
+    //     ";
+
+
+    //     // dd($sql);
+    //     // Begin a transaction
+    //     $this->db->transBegin();
+
+    //     try {
+    //         // Start the transaction
+    //         $this->db->transBegin();
+        
+    //         // Execute the query
+    //         $this->db->query($sql);
+        
+    //         // Check transaction status
+    //         if ($this->db->transStatus() === false) {
+    //             $error = $this->db->error(); // Get the last database error
+    //             $this->db->transRollback();
+        
+    //             // Optionally log the error
+    //             log_message('error', 'Bulk update failed. Error: ' . json_encode($error));
+        
+    //             throw new \Exception('Bulk update failed. Error: ' . $error['message']);
+    //         }
+        
+    //         // Commit if everything is fine
+    //         $this->db->transCommit();
+        
+    //         return $this->db->getLastQuery(); // Optional: return last executed query for debugging
+    //     } catch (\Exception $e) {
+    //         $this->db->transRollback();
+        
+    //         // Optionally log the exception
+    //         log_message('error', 'Exception during bulk update: ' . $e->getMessage());
+        
+    //         // Re-throw with detailed context
+    //         throw new \RuntimeException('Exception during bulk update: ' . $e->getMessage(), $e->getCode(), $e);
+    //     }
+        
+    // }
+
+    public function bulkUpdateForEndorsement(array $endorsement_details)
     {
-
-        // Extract IDs, endorsement_ids, and statuses
-        $ids = array_column($endorsement_details, 'group_key');
-        $endorsement_ids = array_column($endorsement_details, 'endorsement_id');
-        $statuses = array_column($endorsement_details, 'status');
-
-        // Escape values for SQL
-        $escapedIds = array_map([$this->db, 'escape'], $ids);
-        $escapedEndorsementIds = array_map([$this->db, 'escape'], $endorsement_ids);
-        $escapedStatuses = array_map([$this->db, 'escape'], $statuses);
-
-        // Construct the CASE statements
-        $caseEndorsementId = array_map(function ($id, $endorsement_id) {
-            return "WHEN group_key = $id THEN $endorsement_id";
-        }, $escapedIds, $escapedEndorsementIds);
-
-        // $caseStatus = array_map(function ($id, $status) {
-        //     return "WHEN status = $id THEN $status";
-        // }, $escapedIds, $escapedStatuses);
-
-        // Convert cases to a string
-        $caseEndorsementIdString = implode(' ', $caseEndorsementId);
-        // $caseStatusString = implode(' ', $caseStatus);
-
-        // Convert ids to a string
-        $idsString = implode(', ', $escapedIds);
-
-        // Construct the SQL query
+        if (empty($endorsement_details)) {
+            throw new \InvalidArgumentException("No endorsement details provided.");
+        }
+    
+        $caseParts = [];
+        $groupKeys = [];
+    
+        foreach ($endorsement_details as $row) {
+            $groupKey = $this->db->escape($row['group_key']);
+            $endorsementId = $this->db->escape($row['endorsement_id']);
+            $caseParts[] = "WHEN group_key = {$groupKey} THEN {$endorsementId}";
+            $groupKeys[] = $groupKey;
+        }
+    
         $sql = "
             UPDATE emp_endorsement
             SET 
-                endorsement_id = CASE {$caseEndorsementIdString} END,
+                endorsement_id = CASE " . implode(' ', $caseParts) . " END,
                 status = 'complete'
-            WHERE group_key IN ({$idsString})
+            WHERE group_key IN (" . implode(', ', $groupKeys) . ")
         ";
-
-
-        // dd($sql);
-        // Begin a transaction
-        $this->db->transBegin();
-
-        try {
-            // Execute the query
-            $this->db->query($sql);
-
-            // Commit the transaction
-            if ($this->db->transStatus() === FALSE) {
-                // If something went wrong, rollback
-                $this->db->transRollback();
-                throw new \Exception('Bulk update failed.');
-            } else {
-                // Otherwise, commit
-                $this->db->transCommit();
-            }
-            // $this->storeEndorsementNumber($file_id, $endorsement_id, $enrollment_file_id);
-
-            return $this->db->getLastQuery();
-        } catch (\Exception $e) {
-            // Rollback the transaction on error
-            $this->db->transRollback();
-            throw $e;
+    
+        $this->db->query($sql);
+    
+        // Check if query was successful
+        if ($this->db->affectedRows() === 0) {
+            throw new \RuntimeException('No rows were updated.');
         }
+    
+        return true;
     }
     
 
+    
+
     public function bulkUpdateForCorrection($emp_details){
 
         foreach ($emp_details as $employee) {

app/Models/EndorsementModel.php

@@ -24,6 +24,7 @@ class EndorsementModel extends Model
         'created_at',
         'updated_by',
         'updated_at',
+        'file_id',
         'is_active'
     ];
     

app/Models/LeadFilesModel.php

@@ -0,0 +1,55 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class LeadFilesModel extends Model
+{
+    protected $table            = 'lead_files';
+    protected $primaryKey       = 'id';
+    protected $allowedFields = [
+        'id',
+        'lead_id',
+        'docs_name',
+        'file_name',
+        'created_by',
+        'updated_by',
+        'created_at',
+        'updated_at',
+        'is_active'
+    ];
+   
+    // Callbacks
+    protected $allowCallbacks       = true;
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $afterInsert          = [];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+    protected $afterUpdate          = [];
+    protected $beforeFind           = [];
+    protected $afterFind            = [];
+    protected $beforeDelete         = [];
+    protected $afterDelete          = [];
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {           
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {           
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+}

app/Models/LeadInstallmentPaymentDetails.php

@@ -0,0 +1,54 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class LeadInstallmentPaymentDetails extends Model
+{
+    protected $table            = 'lead_installment_payment_details';
+    protected $primaryKey       = 'id';
+    protected $allowedFields = [
+        'lead_id',
+        'installment_amount',
+        'payment_date',
+        'utr_no',
+        'created_by',
+        'updated_by',
+        'is_active'
+    ];
+
+
+    // Callbacks
+    protected $allowCallbacks       = true;
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $afterInsert          = [];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+    protected $afterUpdate          = [];
+    protected $beforeFind           = [];
+    protected $afterFind            = [];
+    protected $beforeDelete         = [];
+    protected $afterDelete          = [];
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+}

app/Models/LeadsModel.php

@@ -30,17 +30,17 @@ class LeadsModel extends Model
         'source_policy_id',
         'policy_type_id',
         'salse_person_id',
-        'insurer_id',              
-        'insurer_branch_id',              
-        'tpa_id',                  
-        'tpa_branch_id',                  
-        'policy_start_date',        
-        'policy_end_date',          
-        'no_of_lives',              
-        'incurred_claims',                   
-        'location',                 
-        'proposed_insurer_id',      
-        'proposed_insurer_branch_id',      
+        'insurer_id',
+        'insurer_branch_id',
+        'tpa_id',
+        'tpa_branch_id',
+        'policy_start_date',
+        'policy_end_date',
+        'no_of_lives',
+        'incurred_claims',
+        'location',
+        'proposed_insurer_id',
+        'proposed_insurer_branch_id',
         'proposed_tpa_id',
         'proposed_tpa_branch_id',
         'proposel_data',
@@ -87,6 +87,17 @@ class LeadsModel extends Model
 
         'lead_form_type',
         'custom_fields',
+
+        'source_policy_start_date',
+        'source_policy_end_date',
+
+        'payment_date',
+        'is_cd',
+
+        'is_installment',
+        'no_of_installment',
+        'is_policy_created',
+        'claim_history'
     ];
 
 
@@ -104,7 +115,7 @@ class LeadsModel extends Model
     protected function checkAndADDCreatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['created_by'])) {           
+        if (empty($data['data']['created_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['created_by'] = get_session_userid();
         }
@@ -115,7 +126,7 @@ class LeadsModel extends Model
     protected function checkAndUpdateUpdatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['updated_by'])) {           
+        if (empty($data['data']['updated_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['updated_by'] = get_session_userid();
         }
@@ -147,10 +158,10 @@ class LeadsModel extends Model
 
                         ) AS rfq_count
                 ')
-        ->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')
-        ->where('leads.is_active', 1);
+            ->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')
+            ->where('leads.is_active', 1);
 
         if (!empty($where)) {
             $data->where($where);
@@ -162,12 +173,13 @@ class LeadsModel extends Model
     public function getLeadForInsertClientList($type = null, $client_id = null)
     {
         $query =   $this->db->table('leads')
-                    ->select('leads.*, user_profiles.first_name as user_name')
-                    ->join('user_profiles', 'leads.created_by = user_profiles.id')
-                    ->where('leads.is_active', 1)
-                    ->where('leads.status', 'won')
-                    ->where("leads.proposel_data IS NOT NULL AND leads.proposel_data <> ''")
-                    ->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)");
+            ->select('leads.*, user_profiles.first_name as user_name')
+            ->join('user_profiles', 'leads.created_by = user_profiles.id')
+            ->where('leads.is_active', 1)
+            ->where('leads.status', 'won')
+            ->where("leads.proposel_data IS NOT NULL AND leads.proposel_data <> ''")
+            ->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)")
+            ->where("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)");
 
 
 
@@ -177,11 +189,83 @@ class LeadsModel extends Model
         if ($client_id) {
             $query->where('leads.client_id', $client_id);
         }
-            
+
         $result = $query->get()->getResultArray();
         return $result;
-                    
+    }
+
+    public function getDashData()
+    {
+        $statuses = $this->db->table('leads')
+            ->select('status')
+            ->where("is_active", 1)
+            ->groupBy('status')
+            ->get()
+            ->getResultArray();
+    
+        $selectParts = [];
+    
+        foreach ($statuses as $status) {
+            $s = $status['status'];
+            $alias = strtolower(str_replace(' ', '_', $s));
+    
+            // Count alias
+            $selectParts[] = "SUM(CASE WHEN status = '{$s}' THEN 1 ELSE 0 END) AS `{$alias}`";
+    
+            // IDs alias
+            $selectParts[] = "GROUP_CONCAT(CASE WHEN status = '{$s}' THEN leads.id ELSE NULL END) AS `{$alias}_ids`";
+        }
+    
+        $select = implode(", ", $selectParts);
+    
+        // Start query builder
+        $builder = $this->db->table('leads');
+    
+        $builder->select($select);
+    
+        // Auditing subquery
+        $subquery = "(SELECT pk, MAX(created_at) AS last_claim_status_change 
+                      FROM auditing_history 
+                      WHERE table_name = 'leads' AND field_name = 'status'
+                      GROUP BY pk)";
+    
+        $builder->join("{$subquery} AS th", 'leads.id = th.pk', 'left');
+    
+        // Date filtering for last status change
+        $dateLimit = 3;
+        $dateThreshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
+    
+        $builder->groupStart()
+            ->where('th.last_claim_status_change <=', $dateThreshold)
+            ->orWhere('th.last_claim_status_change IS NULL')
+            ->groupEnd();
+    
+        // Add only active
+        $builder->where("leads.is_active", 1);
+    
+        $lead_data = $builder->get()->getResultArray();
+    
+        // Fallback for empty results
+        if (empty($lead_data)) {
+            $lead_data[0] = ['total' => 0];
+            foreach ($statuses as $status) {
+                $alias = strtolower(str_replace(' ', '_', $status['status']));
+                $lead_data[0][$alias] = 0;
+                $lead_data[0]["{$alias}_ids"] = '';
+            }
+        }
+    
+        // Calculate total
+        $total = 0;
+        foreach ($lead_data[0] as $key => $value) {
+            if (!str_ends_with($key, '_ids') && $key != "won") {
+                $total += (int) $value;
+            }
+        }
+        $lead_data[0]['total'] = $total;
+    
+        // dd($lead_data[0]);
+        return $lead_data[0];
     }
     
-    
 }

app/Models/OccupancyMasterModel.php

@@ -0,0 +1,22 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class OccupancyMasterModel extends Model
+{
+    protected $table            = 'occupancy_master';
+    protected $allowedFields    = [
+        'id',
+        'iib_code',
+        'section',
+        'description',
+        'iib_loss_rate',
+        'created_by',
+        'created_at',
+        'is_active'
+    ];
+
+    
+}

app/Models/PolicyTransactionModel.php

@@ -79,8 +79,9 @@ class PolicyTransactionModel extends Model
         'cd_ac_pk',
         'install_due_date',
         'policy_with_corr',
+        'is_cd_reduce_from_bds',
     ];
-    
+
 
 
     // Callbacks
@@ -97,7 +98,7 @@ class PolicyTransactionModel extends Model
     protected function checkAndADDCreatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['created_by'])) {           
+        if (empty($data['data']['created_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['created_by'] = get_session_userid();
         }
@@ -108,7 +109,7 @@ class PolicyTransactionModel extends Model
     protected function checkAndUpdateUpdatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['updated_by'])) {           
+        if (empty($data['data']['updated_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['updated_by'] = get_session_userid();
         }
@@ -266,21 +267,21 @@ class PolicyTransactionModel extends Model
             ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
             ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
             ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
-            ->where('policy_transaction.is_active', 1);  
-        
+            ->where('policy_transaction.is_active', 1);
+
         // Check if the start date and end date are provided
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 
             $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
             $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
 
-            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
-                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
-        }else{
+            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+                ->where('policy_transaction.' . $date_type . '<=', $endDate);
+        } else {
 
             // $fromDate = date('Y-m-d', strtotime('-30 days'));
             // $toDate = date('Y-m-d 23:59:59');
-    
+
             // $builder->where('policy_transaction.created_at >=', $fromDate)
             //         ->where('policy_transaction.created_at <=', $toDate);
         }
@@ -288,31 +289,30 @@ class PolicyTransactionModel extends Model
         if ($client_id != 0) {
             $builder->where('policy_transaction.client_id', $client_id);
         }
-    
+
         if ($insurer_id != 0) {
             $builder->where('policy_transaction.insurer_id', $insurer_id);
         }
-    
+
         if ($policy_type_id != 0) {
             $builder->where('client_policy.policy_type_id', $policy_type_id);
         }
-    
+
         if ($issuer != 0) {
             $builder->where('policy_transaction.issuer', $issuer);
         }
 
-        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+        if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
 
             $fromDate = date('Y-m-d', strtotime('-30 days'));
             $toDate = date('Y-m-d 23:59:59');
-    
-            $builder->where('policy_transaction.created_at >=', $fromDate)
-                    ->where('policy_transaction.created_at <=', $toDate);
 
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                ->where('policy_transaction.created_at <=', $toDate);
         }
 
         $builder->orderBy('policy_transaction.id', 'desc');
-    
+
         return $builder->get()->getResultArray();
     }
 
@@ -445,7 +445,7 @@ class PolicyTransactionModel extends Model
     //                 AND insurer_statements.is_active = 1
     //                 AND insurer_statements.invoice_status IS NOT NULL
     //                 $date_condition
-                   
+
     //             ),
     //             2
     //             ) AS billed_amt,
@@ -510,7 +510,7 @@ class PolicyTransactionModel extends Model
     //         ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
     //         ->where('policy_transaction.is_active', 1)  
     //         ->where('pt_co_share_details.is_active', 1);
-        
+
     //     // Check if the start date and end date are provided
     //     if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
 
@@ -546,7 +546,7 @@ class PolicyTransactionModel extends Model
     //     if ($client_id != 0) {
     //         $builder->where('policy_transaction.client_id', $client_id);
     //     }
-    
+
     //     if ($insurer_id != 0) {
     //         $builder->where('policy_transaction.insurer_id', $insurer_id);
     //     }
@@ -554,7 +554,7 @@ class PolicyTransactionModel extends Model
     //     if ($client_branch_id != 0) {
     //         $builder->where('policy_transaction.client_branch_id', $client_branch_id);
     //     }
-    
+
     //     if ($insurer_branch_id != 0) {
     //         $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
     //     }
@@ -564,11 +564,11 @@ class PolicyTransactionModel extends Model
     //     }
 
 
-    
+
     //     if ($policy_type_id != 0) {
     //         $builder->where('client_policy.policy_type_id', $policy_type_id);
     //     }
-    
+
     //     if ($issuer != 0) {
     //         $builder->where('policy_transaction.issuer', $issuer);
     //     }
@@ -577,7 +577,7 @@ class PolicyTransactionModel extends Model
 
     //         $fromDate = date('Y-m-d', strtotime('-30 days'));
     //         $toDate = date('Y-m-d 23:59:59');
-    
+
     //         $builder->where('policy_transaction.created_at >=', $fromDate)
     //                 ->where('policy_transaction.created_at <=', $toDate);
 
@@ -588,18 +588,18 @@ class PolicyTransactionModel extends Model
     //     $result = $builder->get()->getResultArray();
 
     //     // dd($this->db->getLastQuery());
-    
+
     //     return $result;
     // }
 
-    public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
-    {   
+    public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $where = [])
+    {
 
         $date_condition = '';
-        if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+        if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
             $date_condition = "
-                 AND insurer_statements.month >= '".$start_date ."'
-                 AND insurer_statements.month <= '".$end_date ."'
+                 AND insurer_statements.month >= '" . $start_date . "'
+                 AND insurer_statements.month <= '" . $end_date . "'
             ";
         }
 
@@ -781,18 +781,33 @@ class PolicyTransactionModel extends Model
             ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
             ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
             ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
-            ->where('policy_transaction.is_active', 1)  
+            ->where('policy_transaction.is_active', 1)
             ->where('pt_co_share_details.is_active', 1);
-        
+
+        if (
+            (!in_array(get_role_id(), [1, 5])) &&
+            !(
+                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+                in_array(FINANCE_TEAM_ID, user_team()) ||
+                in_array(BUSINESS_TEAM_ID, user_team())
+            )
+        ) {
+            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+                $builder->where('policy_transaction.created_by', get_session_userid());
+            }
+        }
+        if (!empty($where)) {
+            log_message('info', 'Where condition: ' . json_encode($where));
+            $builder->where($where);
+        }
         // Check if the start date and end date are provided
         if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
 
             $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
             $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
 
-            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
-                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
-
+            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+                ->where('policy_transaction.' . $date_type . '<=', $endDate);
         }
 
         // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
@@ -809,17 +824,17 @@ class PolicyTransactionModel extends Model
             $endDate = date('Y-m-d', strtotime($end_date));
 
             $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
-            ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
-            ->where('insurer_statements.is_active', 1)
-            ->where('insurer_statements.month >=', $startDate)
-            ->where('insurer_statements.month <=', $endDate)
-            ->groupBy('co_share_stmt_details.co_share_id');
+                ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
+                ->where('insurer_statements.is_active', 1)
+                ->where('insurer_statements.month >=', $startDate)
+                ->where('insurer_statements.month <=', $endDate)
+                ->groupBy('co_share_stmt_details.co_share_id');
         }
 
         if ($client_id != 0) {
             $builder->where('policy_transaction.client_id', $client_id);
         }
-    
+
         if ($insurer_id != 0) {
             $builder->where('policy_transaction.insurer_id', $insurer_id);
         }
@@ -827,7 +842,7 @@ class PolicyTransactionModel extends Model
         if ($client_branch_id != 0) {
             $builder->where('policy_transaction.client_branch_id', $client_branch_id);
         }
-    
+
         if ($insurer_branch_id != 0) {
             $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
         }
@@ -837,23 +852,24 @@ class PolicyTransactionModel extends Model
         }
 
 
-    
+
         if ($policy_type_id != 0) {
             $builder->where('client_policy.policy_type_id', $policy_type_id);
         }
-    
+
         if ($issuer != 0) {
             $builder->where('policy_transaction.issuer', $issuer);
         }
 
-        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+        if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
 
-            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $fromDate = date('Y-m-d', strtotime('-60 days'));
             $toDate = date('Y-m-d 23:59:59');
-    
-            $builder->where('policy_transaction.created_at >=', $fromDate)
-                    ->where('policy_transaction.created_at <=', $toDate);
 
+            if (empty($where)) {
+                $builder->where('policy_transaction.created_at >=', $fromDate)
+                    ->where('policy_transaction.created_at <=', $toDate);
+            }
         }
 
         $builder->orderBy('policy_transaction.id', 'desc');
@@ -861,10 +877,10 @@ class PolicyTransactionModel extends Model
         $result = $builder->get()->getResultArray();
 
         // dd($this->db->getLastQuery());
-    
+
         return $result;
     }
-    
+
     // public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     // {
     //     // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
@@ -903,7 +919,7 @@ class PolicyTransactionModel extends Model
 
     //         // $fromDate = date('Y-m-d', strtotime('-30 days'));
     //         // $toDate = date('Y-m-d 23:59:59');
-    
+
     //         // $builder->where('policy_transaction.created_at >=', $fromDate)
     //         //         ->where('policy_transaction.created_at <=', $toDate);
     //     }
@@ -911,15 +927,15 @@ class PolicyTransactionModel extends Model
     //     if ($client_id != 0) {
     //         $builder->where('policy_transaction.client_id', $client_id);
     //     }
-    
+
     //     if ($insurer_id != 0) {
     //         $builder->where('policy_transaction.insurer_id', $insurer_id);
     //     }
-    
+
     //     if ($policy_type_id != 0) {
     //         $builder->where('client_policy.policy_type_id', $policy_type_id);
     //     }
-    
+
     //     if ($issuer != 0) {
     //         $builder->where('policy_transaction.issuer', $issuer);
     //     }
@@ -931,12 +947,12 @@ class PolicyTransactionModel extends Model
 
     //         $fromDate = date('Y-m-d', strtotime('-30 days'));
     //         $toDate = date('Y-m-d 23:59:59');
-    
+
     //         $builder->where('policy_transaction.created_at >=', $fromDate)
     //                 ->where('policy_transaction.created_at <=', $toDate);
 
     //     }
-        
+
     //     $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
 
     //     $result = $builder->get()->getResultArray();
@@ -946,7 +962,7 @@ class PolicyTransactionModel extends Model
     //     return $result;
     // }
 
-    public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0, $where = null)
     {
         $builder = $this->db->table('policy_transaction')
             ->select('
@@ -973,10 +989,23 @@ class PolicyTransactionModel extends Model
             ->where('policy_transaction.is_active', 1)
             ->where('policy_transaction.action_type', 'inception');
 
+        if (
+            (!in_array(get_role_id(), [1, 5])) &&
+            !(
+                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+                in_array(FINANCE_TEAM_ID, user_team()) ||
+                in_array(BUSINESS_TEAM_ID, user_team())
+            )
+        ) {
+            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+                $builder->where('policy_transaction.created_by', get_session_userid());
+            }
+        }
+
         // Optimize Date Filtering
         if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
             $builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
-                    ->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
+                ->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
         }
 
         // Apply Filters Only When Necessary
@@ -997,12 +1026,16 @@ class PolicyTransactionModel extends Model
         }
 
         // Default to Last 30 Days if No Filters Are Applied
-        if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer)) {
-            $fromDate = date('Y-m-d', strtotime('-30 days'));
+        if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
+            $fromDate = date('Y-m-d', strtotime('-60 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
-                    ->where('policy_transaction.created_at <=', $toDate);
+                ->where('policy_transaction.created_at <=', $toDate);
+        }
+
+        if (!empty($where)) {
+            $builder->whereIn('policy_transaction.id', $where);
         }
 
         // Optimize Query Execution
@@ -1011,7 +1044,7 @@ class PolicyTransactionModel extends Model
         return $builder->get()->getResultArray();
     }
 
-    
+
     public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     {
         // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
@@ -1028,25 +1061,38 @@ class PolicyTransactionModel extends Model
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
             ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
-            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id','left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
             ->where('policy_transaction.is_active', 1)
             ->where('policy_transaction.action_type !=', 'inception');
 
+        if (
+            (!in_array(get_role_id(), [1, 5])) &&
+            !(
+                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+                in_array(FINANCE_TEAM_ID, user_team()) ||
+                in_array(BUSINESS_TEAM_ID, user_team())
+            )
+        ) {
+            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+                $builder->where('policy_transaction.created_by', get_session_userid());
+            }
+        }
+
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 
             $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
             $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
 
-            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
-                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
-        }else{
+            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
+                ->where('policy_transaction.' . $date_type . '<=', $endDate);
+        } else {
 
             // $fromDate = date('Y-m-d', strtotime('-30 days'));
             // $toDate = date('Y-m-d 23:59:59');
-    
+
             // $builder->where('policy_transaction.created_at >=', $fromDate)
             //         ->where('policy_transaction.created_at <=', $toDate);
         }
@@ -1054,15 +1100,15 @@ class PolicyTransactionModel extends Model
         if ($client_id != 0) {
             $builder->where('policy_transaction.client_id', $client_id);
         }
-    
+
         if ($insurer_id != 0) {
             $builder->where('policy_transaction.insurer_id', $insurer_id);
         }
-    
+
         if ($policy_type_id != 0) {
             $builder->where('client_policy.policy_type_id', $policy_type_id);
         }
-    
+
         if ($issuer != 0) {
             $builder->where('policy_transaction.issuer', $issuer);
         }
@@ -1070,16 +1116,15 @@ class PolicyTransactionModel extends Model
             $builder->where('policy_transaction.status', $status);
         }
 
-        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+        if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
 
             $fromDate = date('Y-m-d', strtotime('-30 days'));
             $toDate = date('Y-m-d 23:59:59');
-    
-            $builder->where('policy_transaction.created_at >=', $fromDate)
-                    ->where('policy_transaction.created_at <=', $toDate);
 
+            $builder->where('policy_transaction.created_at >=', $fromDate)
+                ->where('policy_transaction.created_at <=', $toDate);
         }
-        
+
         $builder->orderBy('policy_transaction.id', 'desc');
 
         return $builder->get()->getResultArray();
@@ -1195,14 +1240,14 @@ class PolicyTransactionModel extends Model
             // ->having('premium_variance_amt !=',0);
 
             // ->group_start()
-                ->having('variance_amt IS NOT NULL')
-                ->orHaving('variance_amt !=', 0)
-                ->having('premium_variance_amt IS NOT NULL')
-                ->orHaving('premium_variance_amt !=', 0);
-            // ->group_end();
-            // ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
-            // ->where('pt_co_share_details.variance IS NOT NULL')
-            // ->where('pt_co_share_details.variance !=', 0);
+            ->having('variance_amt IS NOT NULL')
+            ->orHaving('variance_amt !=', 0)
+            ->having('premium_variance_amt IS NOT NULL')
+            ->orHaving('premium_variance_amt !=', 0);
+        // ->group_end();
+        // ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
+        // ->where('pt_co_share_details.variance IS NOT NULL')
+        // ->where('pt_co_share_details.variance !=', 0);
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 
@@ -1239,7 +1284,7 @@ class PolicyTransactionModel extends Model
         if ($client_branch_id != 0) {
             $builder->where('policy_transaction.client_branch_id', $client_branch_id);
         }
-    
+
         if ($insurer_branch_id != 0) {
             $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
         }
@@ -1256,6 +1301,7 @@ class PolicyTransactionModel extends Model
 
     public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     {
+        $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
         $builder = $this->db->table('policy_transaction')
             ->select([
                 'policy_transaction.id AS policy_trns_id',
@@ -1279,9 +1325,21 @@ class PolicyTransactionModel extends Model
             ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->join(
+                '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active 
+              FROM policy_transaction_status 
+              WHERE is_active = 1 
+              GROUP BY policy_tran_id) th',
+                'policy_transaction.id = th.policy_tran_id'
+
+            )
+            ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
             ->where('policy_transaction.is_active', 1)
+            ->where("policy_transaction.status is not null", null, false)
+            ->whereNotIn("policy_transaction.status", ['completed'])
             // ->where('policy_transaction.status', 'completed')
-            ->where('pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0');
+            ->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
+
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 
@@ -1320,12 +1378,21 @@ class PolicyTransactionModel extends Model
         }
 
         $builder->orderBy('policy_transaction.id', 'desc');
+        // echo $builder->getCompiledSelect();
+        // exit;
 
-        return $builder->get()->getResultArray();
+        $returnData = $builder->get()->getResultArray();
+
+
+
+        // dd($returnData);
+        return $returnData;
     }
 
     public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     {
+        $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
+
         $builder = $this->db->table('policy_transaction')
             ->select("
                 policy_transaction.id,
@@ -1348,12 +1415,22 @@ class PolicyTransactionModel extends Model
             ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->join(
+                '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active 
+              FROM policy_transaction_status 
+              WHERE is_active = 1 
+              GROUP BY policy_tran_id) th',
+                'policy_transaction.id = th.policy_tran_id'
+
+            )
+            ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
             ->where('policy_transaction.is_active', 1)
             // ->where('policy_transaction.status', 'completed')
             ->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
             ->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
-            ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');   
-
+            ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
+            ->where("policy_transaction.status is not null", null, false)
+            ->whereNotIn("policy_transaction.status", ['completed']);
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 
@@ -1449,55 +1526,55 @@ class PolicyTransactionModel extends Model
             ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
             ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
             ->where('policy_transaction.is_active', 1);
-    
+
         // Date range filtering
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
             $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
             $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-    
+
             $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                 ->where('policy_transaction.' . $date_type . '<=', $endDate);
         } else {
             $fromDate = date('Y-m-d', strtotime('-30 days'));
             $toDate = date('Y-m-d 23:59:59');
-    
+
             $builder->where('policy_transaction.created_at >=', $fromDate)
                 ->where('policy_transaction.created_at <=', $toDate);
         }
-    
+
         // Additional filters
         if ($client_id != 0) {
             $builder->where('policy_transaction.client_id', $client_id);
         }
-    
+
         if ($insurer_id != 0) {
             $builder->where('policy_transaction.insurer_id', $insurer_id);
         }
-    
+
         if ($policy_type_id != 0) {
             $builder->where('client_policy.policy_type_id', $policy_type_id);
         }
-    
+
         if ($issuer != 0) {
             $builder->where('policy_transaction.issuer', $issuer);
         }
-    
+
         if ($status != 0) {
             $builder->where('policy_transaction.status', $status);
         }
-    
+
         // Filter where outstanding_amount is not null
         $builder->having('outstanding_amount IS NOT NULL');
-    
+
         $builder->orderBy('policy_transaction.id', 'desc');
-    
+
         return $builder->get()->getResultArray();
     }
 
-    public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0,$insurer_branch_id = 0)
+    public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
     {
         $builder = $this->db->table('insurer_statements s')
-                            ->select('
+            ->select('
                                 s.id, 
                                 s.insurer_id, 
                                 s.branch_id,
@@ -1513,32 +1590,32 @@ class PolicyTransactionModel extends Model
                                 COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid, 
                                 (s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
                             ')
-                            ->join('inv_payment_details p', 's.id = p.statement_id', 'left')
-                            ->join('insurers ins', 's.insurer_id = ins.id')
-                            ->join('insurer_branch ib', 's.branch_id = ib.id')
-                            ->where('s.is_active', 1)
-                            ->where('p.is_active', 1)
-                            ->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
-                            ->having('outstanding_amount >', 0);
-                            // ->get();
+            ->join('inv_payment_details p', 's.id = p.statement_id', 'left')
+            ->join('insurers ins', 's.insurer_id = ins.id')
+            ->join('insurer_branch ib', 's.branch_id = ib.id')
+            ->where('s.is_active', 1)
+            ->where('p.is_active', 1)
+            ->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
+            ->having('outstanding_amount >', 0);
+        // ->get();
+
 
-    
         // Date range filtering
         if ($start_date != 0 && $end_date != 0) {
-    
+
             $builder->where('s.month >=', $start_date)
                 ->where('s.month <=', $end_date);
-       }
-    
+        }
+
         if ($insurer_id != 0) {
             $builder->where('s.insurer_id', $insurer_id);
         }
-         if ($insurer_branch_id != 0) {
+        if ($insurer_branch_id != 0) {
             $builder->where('s.branch_id', $insurer_branch_id);
         }
 
         $builder->orderBy('s.id', 'desc');
-    
+
         return $builder->get()->getResultArray();
     }
 
@@ -1548,12 +1625,12 @@ class PolicyTransactionModel extends Model
     {
         $fromDate = date('Y-m-d', strtotime('-60 days'));
         $toDate = date('Y-m-d 23:59:59');
-    
+
         if (!empty($start_date) && !empty($end_date)) {
             $fromDate = change_date_format($start_date);
             $toDate = change_date_format($end_date);
         }
-    
+
         $query = $this->db->table('policy_transaction pt')
             ->select('
                 pt.*, 
@@ -1578,7 +1655,7 @@ class PolicyTransactionModel extends Model
             ->where('pt.is_active', 1)
             ->where('pt_co.is_active', 1)
             ->where('pt.action_type', "inception");
-    
+
         // Apply filters if parameters are provided
         if (!empty($client_type)) {
             $query->where('c.client_type', $client_type);
@@ -1589,7 +1666,7 @@ class PolicyTransactionModel extends Model
         if (!empty($issuer)) { // Corrected condition to check $issuer
             $query->where('pt.issuer', $issuer);
         }
-    
+
         $query->groupBy('pt.id');
         $query->orderBy('pt.id', 'DESC');
         // Fetch and return results
@@ -1597,6 +1674,47 @@ class PolicyTransactionModel extends Model
         // print($this->db->getLastQuery()); die;
         return $results;
     }
-    
-    
+
+    public function getBDSRenewalData()
+    {
+        // Increase GROUP_CONCAT limit
+        $this->db->query("SET SESSION group_concat_max_len = 1000000;");
+
+        $builder = $this->db->table('policy_transaction pt');
+
+        $builder->select([
+            'SUM(CASE WHEN pt.policy_end_date < CURDATE() THEN 1 ELSE 0 END) AS Expired',
+            'SUM(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN 1 ELSE 0 END) AS `Renewal Pending`',
+            'GROUP_CONCAT(CASE WHEN pt.policy_end_date < CURDATE() THEN pt.id ELSE NULL END) AS Expired_ids',
+            'GROUP_CONCAT(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN pt.id ELSE NULL END) AS Renewal_Pending_ids'
+        ]);
+        $builder->where("pt.policy_end_date IS NOT NULL", null, false);
+        $builder->where('pt.is_active', 1);
+
+        // Self join to check if a policy has been renewed
+        $builder->join('policy_transaction renewed', 'renewed.source_client_policy_id = pt.client_policy_id and renewed.client_id = pt.client_id and renewed.client_branch_id = pt.client_branch_id', 'left');
+
+        // Filter for expired or expiring policies
+        $builder->where("(pt.policy_end_date < CURDATE() OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH))", null, false);
+
+        $builder->where('renewed.id IS NULL', null, false);
+        $query = $builder->get();
+        $result = $query->getResultArray();
+
+        $total = 0;
+        foreach ($result[0] as $key => $value) {
+            if ($key !== 'Expired_ids' && $key !== 'Renewal_Pending_ids') {
+                $total += $value;
+            }
+        }
+
+        // Ensure ID fields are arrays (not null)
+        $result[0]['Expired_ids'] = $result[0]['Expired_ids'] ? $result[0]['Expired_ids'] : [];
+        $result[0]['Renewal Pending_ids'] = $result[0]['Renewal_Pending_ids'] ? $result[0]['Renewal_Pending_ids'] : [];
+
+        // Add total count
+        $result[0]['total'] = $total;
+
+        return $result[0];
+    }
 }

app/Models/RFQModel.php

@@ -17,6 +17,7 @@ class RFQModel extends Model
         'type',
         'lead_id',
         'json',
+        "registration_json",
         'created_at',
         'created_by',
         'updated_at',
@@ -67,6 +68,7 @@ class RFQModel extends Model
                     tpa_branch.branch_name as tpa_branch_name,
                     policy_type.policy_type,
                     rfq.json,
+                    rfq.registration_json
             ')
             ->join('leads', 'rfq.lead_id = leads.id')
             ->join('policy_type', 'leads.policy_type_id = policy_type.id')

app/Models/TicketHistoryModel.php

@@ -12,7 +12,7 @@ class TicketHistoryModel extends Model
     protected $returnType       = 'array';
     protected $useSoftDeletes   = false;
     protected $protectFields    = true;
-    protected $allowedFields    = ['id','field_name','display_name','old_value',
+    protected $allowedFields    = ['id', "ticket_id", 'field_name','display_name','old_value',
     'new_value','created_by','created_at','updated_by','updated_at','is_active'];
 
   // Callbacks

app/Models/TicketMasterModel.php

@@ -15,6 +15,7 @@ class TicketMasterModel extends Model
     protected $allowedFields = [
         'id',
         'ticket_type_id',
+        'feedback_json',
         'claim_status_id',
         'acm_id',
         'insurer_id',
@@ -73,11 +74,13 @@ class TicketMasterModel extends Model
         'head_rejection_reason',
         'pay_initiate_date',
         'emp_personal_mail',
-        'client_policy_id'
-        
-    ]; 
-      
-    
+        'client_policy_id',
+
+        'approved_description'
+
+    ];
+
+
     // Callbacks
     protected $allowCallbacks       = true;
     protected $beforeInsert         = ["checkAndADDCreatedByValue"];
@@ -92,7 +95,7 @@ class TicketMasterModel extends Model
     protected function checkAndADDCreatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['created_by'])) {           
+        if (empty($data['data']['created_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['created_by'] = get_session_userid();
         }
@@ -103,7 +106,7 @@ class TicketMasterModel extends Model
     protected function checkAndUpdateUpdatedByValue(array $data)
     {
         // Check if 'updated_by' value is null or empty
-        if (empty($data['data']['updated_by'])) {           
+        if (empty($data['data']['updated_by'])) {
             // Set 'updated_by' value to the current session user ID
             $data['data']['updated_by'] = get_session_userid();
         }
@@ -129,21 +132,21 @@ class TicketMasterModel extends Model
     public function getTemplateDataByTicketID($ticket_id)
     {
         $template_data = $this
-        ->select("ticket_mail_template.*, CASE 
+            ->select("ticket_mail_template.*, CASE 
               WHEN employees.email_corporate IS NULL OR employees.email_corporate = '' 
               THEN ticket_master.emp_mail 
               ELSE employees.email_corporate 
           END as emp_mail, ,ticket_master.claim_status_id")
-        ->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
-        ->join('ticket_mail_template', '
+            ->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
+            ->join('ticket_mail_template', '
                     ticket_claim_status.trigger_type = ticket_mail_template.trigger_type 
                     and ticket_claim_status.ticket_type = ticket_mail_template.ticket_type 
                     and ticket_mail_template.is_active = 1')
-        ->join('employees','employees.id = ticket_master.emp_id','left')
-        ->where('ticket_master.id', $ticket_id)
-        ->where('ticket_master.is_active', 1)
-        ->where('ticket_claim_status.is_active', 1)
-        ->first();
+            ->join('employees', 'employees.id = ticket_master.emp_id', 'left')
+            ->where('ticket_master.id', $ticket_id)
+            ->where('ticket_master.is_active', 1)
+            ->where('ticket_claim_status.is_active', 1)
+            ->first();
 
         return $template_data;
     }
@@ -172,16 +175,16 @@ class TicketMasterModel extends Model
             ->join('clients', 'ticket_master.client_id = clients.id', 'left')
             ->join('insurers', 'ticket_master.insurer_id = insurers.id', 'left')
             ->join('tpa', 'ticket_master.tpa_id = tpa.id', 'left')
-            ->join('ticket_notes', 'ticket_master.id = ticket_notes.ticket_id and ticket_notes.is_active = 1 and ticket_notes.is_auto_query = 1','left')
+            ->join('ticket_notes', 'ticket_master.id = ticket_notes.ticket_id and ticket_notes.is_active = 1 and ticket_notes.is_auto_query = 1', 'left')
             ->join('user_profiles', 'ticket_master.acm_id = user_profiles.id', 'left')
-            ->join('employees','employees.id = ticket_master.emp_id','left')
+            ->join('employees', 'employees.id = ticket_master.emp_id', 'left')
             ->where('ticket_master.id', $ticket_id)
             ->where('ticket_master.is_active', 1)
             ->first();
 
         return $ticket_data;
     }
-    
+
     //get TAT report BAND wise Data
     // public function getTATReport($ticket_type = null, $start_date = null, $end_date = null)
     // {   
@@ -209,7 +212,7 @@ class TicketMasterModel extends Model
     //                 ";
     //     $statusResult = $this->db->query($statusQuery)->getResultArray();
     //     // dd($statusResult);
-    
+
     //     // Initialize dynamic query parts
     //     $dynamicSelect = '';
 
@@ -247,12 +250,12 @@ class TicketMasterModel extends Model
     //                 0
     //             ) AS `$columnName`, ";
     //     }
-    
+
     //     // Remove the trailing comma from the SELECT part
     //     $dynamicSelect = rtrim($dynamicSelect, ', ');
     //     // dd($dynamicSelect);
 
-    
+
     //     // Construct the full SQL query
     //     $sql = "
     //         SELECT
@@ -316,7 +319,7 @@ class TicketMasterModel extends Model
     //     ORDER BY
     //         FIELD(tc.TAT_Category, 'Above 20 Days', '13-20 Days', '7-12 Days', '0-6 Days');
     //     ";
-    
+
     //     // Execute the query and return the result
     //     $data = $this->db->query($sql)->getResultArray();
     //     // print_rr($this->db->getLastQuery(), $data); die;
@@ -328,167 +331,249 @@ class TicketMasterModel extends Model
     //     //     $tableData['headers'] = $headers;
     //     //     $tableData['body'] = $data;
     //     // }
-    
+
     //     return $data;
     // }
 
+    // public function getTATReport($ticket_type = null, $start_date = null, $end_date = null)
+    // {
+    //     //set default last 3 months data date
+    //     $fromDate = date('Y-m-d', strtotime('-90 days'));
+    //     $toDate = date('Y-m-d 23:59:59');
+
+    //     if (!empty($start_date) && !empty($end_date)) {
+    //         $fromDate = change_date_format($start_date);
+    //         $toDate = change_date_format($end_date);
+    //     }
+    //     $ticket_type_data_1 = "";
+    //     $ticket_type_data_2 = "";
+    //     if (!empty($ticket_type)) {
+    //         $ticket_type_data_1 =  "AND ticket_type = $ticket_type";
+    //         $ticket_type_data_2 =  "WHERE tm.ticket_type_id = $ticket_type";
+    //     }
+
+    //     // Fetch claim statuses from the `ticket_claim_status` table
+    //     $statusQuery = " SELECT 
+    //                         id, claim_status, ticket_type
+    //                     FROM ticket_claim_status 
+    //                     Where is_active = 1
+    //                     $ticket_type_data_1
+    //                 ";
+    //     $statusResult = $this->db->query($statusQuery)->getResultArray();
+    //     // dd($statusResult);
+
+    //     // Initialize dynamic query parts
+    //     $dynamicSelect = '';
+
+    //     // Loop through each claim status and generate the COALESCE and CASE statements for the SELECT
+    //     foreach ($statusResult as $status) {
+
+    //         $columnName = $status['claim_status']; // Default column name
+
+    //         if (empty($ticket_type)) {
+    //             // Append the insurance type prefix based on `ticket_type`
+    //             switch ($status['ticket_type']) {
+    //                 case 1:
+    //                     $columnName = "GMC - {$status['claim_status']}";
+    //                     break;
+    //                 case 2:
+    //                     $columnName = "GPA - {$status['claim_status']}";
+    //                     break;
+    //                 case 3:
+    //                     $columnName = "EDLI - {$status['claim_status']}";
+    //                     break;
+    //                 case 4:
+    //                     $columnName = "GTLI - {$status['claim_status']}";
+    //                     break;
+    //             }
+    //         }
+
+    //         $dynamicSelect .= "
+    //             COALESCE(
+    //                 SUM(
+    //                     CASE
+    //                         WHEN subquery.status_id = {$status['id']} THEN 1
+    //                         ELSE 0
+    //                     END
+    //                 ),
+    //                 0
+    //             ) AS `$columnName`, ";
+    //     }
+
+    //     // Remove the trailing comma from the SELECT part
+    //     $dynamicSelect = rtrim($dynamicSelect, ', ');
+    //     // dd($dynamicSelect);
+
+
+    //     // Construct the full SQL query
+    //     $sql = "
+    //     SELECT
+    //         tc.TAT_Category,
+    //         $dynamicSelect
+    //     FROM
+    //         (
+    //             SELECT 'Above 20 Days' AS TAT_Category
+    //             UNION ALL
+    //             SELECT '13-20 Days'
+    //             UNION ALL
+    //             SELECT '7-12 Days'
+    //             UNION ALL
+    //             SELECT '0-6 Days'
+    //         ) AS tc
+    //     LEFT JOIN (
+    //         SELECT
+    //             tm.id AS ticket_id,
+    //             latest_status.claim_status_id AS status_id,
+    //             CASE
+    //                 WHEN DATEDIFF(CURDATE(), COALESCE(latest_status.change_date, tm.created_at)) BETWEEN 0 AND 6 THEN '0-6 Days'
+    //                 WHEN DATEDIFF(CURDATE(), COALESCE(latest_status.change_date, tm.created_at)) BETWEEN 7 AND 12 THEN '7-12 Days'
+    //                 WHEN DATEDIFF(CURDATE(), COALESCE(latest_status.change_date, tm.created_at)) BETWEEN 13 AND 20 THEN '13-20 Days'
+    //                 ELSE 'Above 20 Days'
+    //             END AS TAT_Category
+    //         FROM
+    //             ticket_master tm
+    //         LEFT JOIN (
+    //             SELECT 
+    //                 th.ticket_id, 
+    //                 th.new_value AS claim_status_id,
+    //                 MAX(th.created_at) AS change_date
+    //             FROM 
+    //                 ticket_history th 
+    //             WHERE 
+    //                 th.field_name = 'claim_status_id'
+    //                 AND th.is_active = 1
+    //             GROUP BY 
+    //                 th.ticket_id, th.new_value
+    //         ) AS latest_status ON latest_status.ticket_id = tm.id
+    //         WHERE tm.is_active = 1
+    //         AND tm.created_at >= '$fromDate' 
+    //         AND tm.created_at <= '$toDate'
+    //         " . (!empty($ticket_type) ? " AND tm.ticket_type_id = $ticket_type" : "") . "
+    //         GROUP BY tm.id, latest_status.claim_status_id, latest_status.change_date, tm.created_at
+    //     ) AS subquery ON tc.TAT_Category = subquery.TAT_Category
+    //     GROUP BY
+    //         tc.TAT_Category
+    //     ORDER BY
+    //         FIELD(
+    //             tc.TAT_Category,
+    //             'Above 20 Days',
+    //             '13-20 Days',
+    //             '7-12 Days',
+    //             '0-6 Days'
+    //         );
+    // ";
+
+    //     // Execute the query and return the result
+    //     $data = $this->db->query($sql)->getResultArray();
+    //     // dd($data);
+    //     print_rr($data);die();
+    //     // print_rr($this->db->getLastQuery()->getQuery()); die;
+
+    //     return $data;
+    // }
     public function getTATReport($ticket_type = null, $start_date = null, $end_date = null)
-    {   
-        //set default last 3 months data date
+    {
+        // Set default date range (last 90 days)
         $fromDate = date('Y-m-d', strtotime('-90 days'));
         $toDate = date('Y-m-d 23:59:59');
-
+    
         if (!empty($start_date) && !empty($end_date)) {
             $fromDate = change_date_format($start_date);
             $toDate = change_date_format($end_date);
         }
-        $ticket_type_data_1 = "";
-        $ticket_type_data_2 = "";
-        if(!empty($ticket_type)){
-           $ticket_type_data_1 =  "AND ticket_type = $ticket_type";
-           $ticket_type_data_2 =  "WHERE tm.ticket_type_id = $ticket_type";
-        }
-
-        // Fetch claim statuses from the `ticket_claim_status` table
-        $statusQuery = " SELECT 
-                            id, claim_status, ticket_type
-                        FROM ticket_claim_status 
-                        Where is_active = 1
-                        $ticket_type_data_1
-                    ";
-        $statusResult = $this->db->query($statusQuery)->getResultArray();
-        // dd($statusResult);
     
-        // Initialize dynamic query parts
-        $dynamicSelect = '';
-
-        // Loop through each claim status and generate the COALESCE and CASE statements for the SELECT
-        foreach ($statusResult as $status) {
-
-            $columnName = $status['claim_status']; // Default column name
-
-            if (empty($ticket_type)) {
-                // Append the insurance type prefix based on `ticket_type`
-                switch ($status['ticket_type']) {
-                    case 1:
-                        $columnName = "GMC - {$status['claim_status']}";
-                        break;
-                    case 2:
-                        $columnName = "GPA - {$status['claim_status']}";
-                        break;
-                    case 3:
-                        $columnName = "EDLI - {$status['claim_status']}";
-                        break;
-                    case 4:
-                        $columnName = "GTLI - {$status['claim_status']}";
-                        break;
+        // Get all active claim statuses
+        $statusQuery = $this->db->table('ticket_claim_status')
+            ->select('id, claim_status')
+            ->where('is_active', 1)
+            ->orderBy('id', 'ASC');
+    
+        if (!empty($ticket_type)) {
+            $statusQuery->where('ticket_type', $ticket_type);
+        }
+    
+        $statusResult = $statusQuery->get()->getResultArray();
+    
+        // Create a list of all TAT categories we want in the output
+        $tatCategories = [
+            'Above 20 Days',
+            '13-20 Days', 
+            '7-12 Days',
+            '0-6 Days'
+        ];
+    
+        // Initialize the result array with all TAT categories
+        $result = [];
+        foreach ($tatCategories as $category) {
+            $row = ['TAT_Category' => $category];
+            foreach ($statusResult as $status) {
+                $row[$status['claim_status']] = 0;
+            }
+            $result[] = $row;
+        }
+    
+        // Get the base query for ticket counts by status and TAT category
+        $query = $this->db->table('ticket_master tm')
+            ->select([
+                'tcs.claim_status',
+                'CASE
+                    WHEN DATEDIFF(CURDATE(), COALESCE(
+                        (SELECT MAX(th.created_at) 
+                         FROM ticket_history th 
+                         WHERE th.ticket_id = tm.id 
+                         AND th.field_name = "claim_status_id"
+                         AND th.is_active = 1),
+                        tm.created_at
+                    )) BETWEEN 0 AND 6 THEN "0-6 Days"
+                    WHEN DATEDIFF(CURDATE(), COALESCE(
+                        (SELECT MAX(th.created_at) 
+                         FROM ticket_history th 
+                         WHERE th.ticket_id = tm.id 
+                         AND th.field_name = "claim_status_id"
+                         AND th.is_active = 1),
+                        tm.created_at
+                    )) BETWEEN 7 AND 12 THEN "7-12 Days"
+                    WHEN DATEDIFF(CURDATE(), COALESCE(
+                        (SELECT MAX(th.created_at) 
+                         FROM ticket_history th 
+                         WHERE th.ticket_id = tm.id 
+                         AND th.field_name = "claim_status_id"
+                         AND th.is_active = 1),
+                        tm.created_at
+                    )) BETWEEN 13 AND 20 THEN "13-20 Days"
+                    ELSE "Above 20 Days"
+                END AS tat_category',
+                'COUNT(*) AS count'
+            ])
+            ->join('ticket_claim_status tcs', 'tcs.id = tm.claim_status_id AND tcs.is_active = 1')
+            ->where('tm.is_active', 1)
+            ->where('tm.created_at >=', $fromDate)
+            ->where('tm.created_at <=', $toDate)
+            ->groupBy('tcs.claim_status, tat_category')
+            ->orderBy('FIELD(tat_category, "Above 20 Days", "13-20 Days", "7-12 Days", "0-6 Days")');
+    
+        if (!empty($ticket_type)) {
+            $query->where('tm.ticket_type_id', $ticket_type);
+        }
+    
+        $countResults = $query->get()->getResultArray();
+    
+        // Populate the result array with actual counts
+        foreach ($countResults as $row) {
+            foreach ($result as &$categoryRow) {
+                if ($categoryRow['TAT_Category'] === $row['tat_category']) {
+                    $categoryRow[$row['claim_status']] = (int)$row['count'];
+                    break;
                 }
             }
-
-            $dynamicSelect .= "
-                COALESCE(
-                    SUM(
-                        CASE
-                            WHEN subquery.status_id = {$status['id']} THEN 1
-                            ELSE 0
-                        END
-                    ),
-                    0
-                ) AS `$columnName`, ";
         }
     
-        // Remove the trailing comma from the SELECT part
-        $dynamicSelect = rtrim($dynamicSelect, ', ');
-        // dd($dynamicSelect);
-
-    
-        // Construct the full SQL query
-        $sql = "
-            SELECT
-                tc.TAT_Category,
-                $dynamicSelect
-            FROM
-                (
-                    SELECT 'Above 20 Days' AS TAT_Category
-                    UNION ALL
-                    SELECT '13-20 Days'
-                    UNION ALL
-                    SELECT '7-12 Days'
-                    UNION ALL
-                    SELECT '0-6 Days'
-                ) AS tc
-            LEFT JOIN (
-
-                SELECT
-                    th.ticket_id,
-                    tcs.claim_status,
-                    tcs.id AS status_id,
-                    CASE
-                        WHEN DATEDIFF(
-                            th.created_at, 
-                            COALESCE(
-                                (SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
-                                tm.created_at
-                            )
-                        ) BETWEEN 0 AND 6 THEN '0-6 Days'
-                        WHEN DATEDIFF(
-                            th.created_at, 
-                            COALESCE(
-                                (SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
-                                tm.created_at
-                            )
-                        ) BETWEEN 7 AND 12 THEN '7-12 Days'
-                        WHEN DATEDIFF(
-                            th.created_at, 
-                            COALESCE(
-                                (SELECT MIN(created_at) FROM ticket_history th2 WHERE th2.ticket_id = th.ticket_id),
-                                tm.created_at
-                            )
-                        ) BETWEEN 13 AND 20 THEN '13-20 Days'
-                        ELSE 'Above 20 Days'
-                    END AS TAT_Category
-
-                FROM
-                    ticket_master tm
-                JOIN ticket_history th ON tm.id = th.ticket_id
-                JOIN ticket_claim_status tcs ON th.field_name = 'claim_status_id' AND th.new_value = tcs.id
-                    $ticket_type_data_2
-                    AND tm.created_at >= '$fromDate' 
-                    AND tm.created_at <= '$toDate'
-                    AND tm.is_active = 1
-                    AND th.is_active = 1
-                    AND tcs.is_active = 1
-
-            ) AS subquery ON tc.TAT_Category = subquery.TAT_Category
-            GROUP BY
-                tc.TAT_Category
-            ORDER BY
-                FIELD(
-                    tc.TAT_Category,
-                    'Above 20 Days',
-                    '13-20 Days',
-                    '7-12 Days',
-                    '0-6 Days'
-                );
-        ";
-    
-        // Execute the query and return the result
-        $data = $this->db->query($sql)->getResultArray();
-        // print_rr($this->db->getLastQuery(), $data); die;
-
-        // $tableData = [];
-        // if (!empty($data)) {
-        //     // Extract table headers from the first row keys
-        //     $headers = array_keys($data[0]);
-        //     $tableData['headers'] = $headers;
-        //     $tableData['body'] = $data;
-        // }
-    
-        return $data;
+        return $result;
     }
 
-    public function tpaWiseReport($policy_type = null ,$start_date = null, $end_date = null){
-            $ticket_type_data_1 = "";
+    public function tpaWiseReport($policy_type = null, $start_date = null, $end_date = null)
+    {
+        $ticket_type_data_1 = "";
         $ticket_type_data_2 = "";
 
         if (!empty($policy_type)) {
@@ -510,8 +595,17 @@ class TicketMasterModel extends Model
             $dynamicSelect .= "
                 COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
 
-            if (in_array($status['claim_status'], ['ID NOT GENERATED', 'NON ID', 'CDA', 'INFORMATION REQUIRED','UNDER PROCESS - CLAIM NO. UPDATION',
-            'UNDER PROCESS - INVESTIGATION STATUS','UNDER PROCESS - QUERY DOCUMENT RECEIVED','APPROVED','PAYMENT INITIATED'])) {
+            if (in_array($status['claim_status'], [
+                'ID NOT GENERATED',
+                'NON ID',
+                'CDA',
+                'INFORMATION REQUIRED',
+                'UNDER PROCESS - CLAIM NO. UPDATION',
+                'UNDER PROCESS - INVESTIGATION STATUS',
+                'UNDER PROCESS - QUERY DOCUMENT RECEIVED',
+                'APPROVED',
+                'PAYMENT INITIATED'
+            ])) {
                 $dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
             }
             // Include in total count
@@ -531,6 +625,7 @@ class TicketMasterModel extends Model
         // Construct the final SQL query
         $sql = "
             SELECT 
+                tpa.id as TPA_ID,
                 tpa.name AS TPA_NAME,
                 $dynamicSelect,
                 ($dynamicTotal) AS TOTAL,
@@ -552,48 +647,49 @@ class TicketMasterModel extends Model
 
         // print_rr($result);die();
         return $result;
-
     }
 
-    public function accountManagerWiseReport($policy_type = null ,$start_date = null, $end_date = null){
+    public function accountManagerWiseReport($policy_type = null, $start_date = null, $end_date = null)
+    {
 
         if ($policy_type == 1) {
             $ticket_type_data_1 = "";
-        $ticket_type_data_2 = "";
+            $ticket_type_data_2 = "";
 
-        if (!empty($policy_type)) {
-            $ticket_type_data_1 = "AND ticket_type = $policy_type";
-            $ticket_type_data_2 = "AND master.ticket_type_id = $policy_type";
-        }
+            if (!empty($policy_type)) {
+                $ticket_type_data_1 = "AND ticket_type = $policy_type";
+                $ticket_type_data_2 = "AND master.ticket_type_id = $policy_type";
+            }
 
-        // Fetch claim statuses dynamically
-        $statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
-        $statusResult = $this->db->query($statusQuery)->getResultArray();
+            // Fetch claim statuses dynamically
+            $statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
+            $statusResult = $this->db->query($statusQuery)->getResultArray();
 
-        // Initialize dynamic query parts
-        $dynamicSelect = '';
-        $dynamicTotal = '';
+            // Initialize dynamic query parts
+            $dynamicSelect = '';
+            $dynamicTotal = '';
 
-        // Loop through each claim status and generate the CASE statements
-        foreach ($statusResult as $status) {
-            $dynamicSelect .= "
+            // Loop through each claim status and generate the CASE statements
+            foreach ($statusResult as $status) {
+                $dynamicSelect .= "
                 COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
 
 
-            // Include in total count
-            $dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
+                // Include in total count
+                $dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
 
-            // Include only closed-related statuses in total2 count
+                // Include only closed-related statuses in total2 count
 
-        }
+            }
 
-        // Remove the trailing commas and `+` signs
-        $dynamicSelect = rtrim($dynamicSelect, ', ');
-        $dynamicTotal = rtrim($dynamicTotal, ' +');
-        // print_rr($dynamicSelect);
-        // Construct the final SQL query
-        $sql = "
+            // Remove the trailing commas and `+` signs
+            $dynamicSelect = rtrim($dynamicSelect, ', ');
+            $dynamicTotal = rtrim($dynamicTotal, ' +');
+            // print_rr($dynamicSelect);
+            // Construct the final SQL query
+            $sql = "
             SELECT 
+                user_profiles.id as ACM_ID,
                 user_profiles.first_name AS ACM_NAME,
                 $dynamicSelect,
                 ($dynamicTotal) AS TOTAL
@@ -610,47 +706,51 @@ class TicketMasterModel extends Model
         ";
 
             $result = $this->db->query($sql)->getResultArray();
-            // dd($result);
 
             return $result;
-        
-
-        }else{
+        } else {
             $ticket_type_data_1 = "";
             $ticket_type_data_2 = "";
-    
+
             if (!empty($policy_type)) {
                 $ticket_type_data_1 = "AND ticket_type = $policy_type";
                 $ticket_type_data_2 = "AND master.ticket_type_id = $policy_type";
             }
-    
+
             // Fetch claim statuses dynamically
             $statusQuery = "SELECT id, claim_status FROM ticket_claim_status WHERE is_active = 1 $ticket_type_data_1";
             $statusResult = $this->db->query($statusQuery)->getResultArray();
-    
+
             // Initialize dynamic query parts
             $dynamicSelect = '';
             $dynamicTotal = '';
             $dynamicClosedTotal = '';
-    
+
             // Loop through each claim status and generate the CASE statements
             foreach ($statusResult as $status) {
                 $dynamicSelect .= "
                     COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) AS `{$status['claim_status']}`, ";
-    
-                if (in_array($status['claim_status'], ['CLAIM INTIMATION', 'INTIMATION TO INSURER', 'CLIENT PENDING', 'INSURER PENDING','INVESTIGATION',
-                'APPROVED','ON HOLD'])) {
+
+                if (in_array($status['claim_status'], [
+                    'CLAIM INTIMATION',
+                    'INTIMATION TO INSURER',
+                    'CLIENT PENDING',
+                    'INSURER PENDING',
+                    'INVESTIGATION',
+                    'APPROVED',
+                    'ON HOLD'
+                ])) {
                     $dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
                 }
                 // Include in total count
                 // $dynamicTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
-    
+
                 // Include only closed-related statuses in total2 count
                 if (in_array($status['claim_status'], ['CLOSED', 'SETTLED', 'NOT COVERED'])) {
                     $dynamicClosedTotal .= "COUNT(CASE WHEN master.claim_status_id = {$status['id']} THEN master.id END) + ";
                 }
             }
-    
+
             // Remove the trailing commas and `+` signs
             $dynamicSelect = rtrim($dynamicSelect, ', ');
             $dynamicTotal = rtrim($dynamicTotal, ' +');
@@ -659,6 +759,7 @@ class TicketMasterModel extends Model
             // Construct the final SQL query
             $sql = "
                 SELECT 
+                    user_profiles.id as ACM_ID,
                     user_profiles.first_name AS ACM_NAME,
                     $dynamicSelect,
                     ($dynamicTotal) AS TOTAL,
@@ -674,12 +775,13 @@ class TicketMasterModel extends Model
                 GROUP BY 
                     user_profiles.id;
             ";
-    
+
             // Execute the query
             $result = $this->db->query($sql)->getResultArray();
-    
-            // print_rr($result);die();
+
             return $result;
+
+
         }
     }
 
@@ -689,6 +791,7 @@ class TicketMasterModel extends Model
         $query = $this->select('ticket_master.*, tms.mail_subject as subject')
             ->join('ticket_messages tms', 'ticket_master.id = tms.ticket_id', 'left')
             ->where('ticket_master.is_active', 1)
+            ->where('tms.sender', "user")
             ->where('ticket_master.emp_id', $emp_id);
 
         if (!empty($ticket_id)) {
@@ -703,6 +806,151 @@ class TicketMasterModel extends Model
         //  dd($data, db_connect()->getLastQuery());
         return $data;
     }
-    
-    
+
+    public function getDashData($claim_statuses, $limit)
+    {
+        $finalResults = [];
+
+        foreach ($claim_statuses as $typeId => $statuses) {
+            // Get all active, non-null claim status tickets for this type
+            $builder = $this->db->table('ticket_master tm')
+                ->select('tm.id, tm.ticket_type_id, tcs.claim_status, th.last_claim_status_change')
+                ->join('ticket_claim_status tcs', 'tm.claim_status_id = tcs.id', 'left')
+                ->join(
+                    '(SELECT ticket_id, MAX(created_at) AS last_claim_status_change 
+                  FROM ticket_history 
+                  WHERE field_name = \'claim_status_id\' 
+                  GROUP BY ticket_id) th',
+                    'tm.id = th.ticket_id',
+                    'left'
+                )
+                ->where('tm.ticket_type_id', $typeId)
+                ->where('tm.is_active', 1)
+                ->where('tm.claim_status_id IS NOT NULL');
+
+            $results = $builder->get()->getResultArray();
+
+            $summary = [
+                'ticket_type_id' => $typeId,
+            ];
+
+            $total = 0;
+            foreach ($statuses as $status) {
+                $alias = strtolower(str_replace(' ', '_', $status));
+                $summary[$alias] = 0;
+                $summary[$alias . '_ids'] = '';
+
+                $dateLimit = $limit[$typeId][$status] ?? 3;
+                $threshold = date('Y-m-d H:i:s', strtotime("-{$dateLimit} days"));
+
+                $ticketIds = [];
+                // dd($results);
+                foreach ($results as $row) {
+                    if (
+                        $row['claim_status'] === $status &&
+                        (
+                            !$row['last_claim_status_change'] ||
+                            $row['last_claim_status_change'] <= $threshold
+                        )
+                    ) {
+                        $summary[$alias]++;
+                        $ticketIds[] = $row['id'];
+                        if ($status == "APPROVED"|| $status == "SETTLED"|| $status == "CLOSED" ){
+                            continue;
+                        }
+                        
+                        $total++;
+
+                        
+                    }
+                }
+
+                // Convert ticket IDs array to a comma-separated string
+                $summary[$alias . '_ids'] = implode(',', $ticketIds);
+            }
+
+            $summary['total'] = $total;
+
+            // Add approved but not settled IDs and count
+            $approvedNotSettled = $this->getNotSettledbutApprovedCount($typeId);
+            $summary['approved_not_settled'] = $approvedNotSettled['count'];
+            $summary['approved_not_settled_ids'] = $approvedNotSettled['ticket_ids'];
+
+            $finalResults[$typeId] = $summary;
+        }
+
+        // dd($finalResults);
+        return $finalResults;
+    }
+
+
+
+    public function getNotSettledbutApprovedCount($ticket_type)
+    {
+        // Fetch the approved and settled claim_status IDs
+        $builder = $this->db->table("ticket_claim_status approved")
+            ->select("approved.id AS approved_id, settled.id AS settled_id")
+            ->join("ticket_claim_status settled", "approved.ticket_type = settled.ticket_type")
+            ->where("approved.claim_status", "APPROVED")
+            ->where("settled.claim_status", "SETTLED")
+            ->where("approved.ticket_type", $ticket_type)
+            ->where("approved.is_active", 1)
+            ->where("settled.is_active", 1);
+
+        $ids = $builder->get()->getRowArray();
+
+        // If no matching status IDs are found, return empty
+        if (!$ids) {
+            return ['count' => 0, 'ticket_ids' => ''];
+        }
+
+        // Extract approved and settled status IDs
+        $approved_id = $ids['approved_id'];
+        $settled_id = $ids['settled_id'];
+
+        // Subquery to get the latest approval time for each ticket
+        $subquery = $this->db->table('ticket_history')
+            ->select('ticket_id, MAX(created_at) AS approved_time')
+            ->where('field_name', 'claim_status_id')
+            ->where('new_value', $approved_id)
+            ->groupBy('ticket_id');
+
+        // Main query to find tickets that are approved but not settled
+        $builder = $this->db->table('ticket_master tm');
+
+        $builder->join("({$subquery->getCompiledSelect()}) latest_approval", 'tm.id = latest_approval.ticket_id', 'inner');
+
+        // Left join to find if there is a settled status for each ticket after approval
+        $builder->join(
+            'ticket_history th_settled',
+            "th_settled.ticket_id = tm.id 
+            AND th_settled.field_name = 'claim_status_id' 
+            AND th_settled.new_value = {$settled_id} 
+            AND th_settled.created_at > latest_approval.approved_time",
+            'left',
+            false // Important for raw ON condition
+        );
+
+        // Filtering conditions: not settled and approved time older than 12 days
+        $builder->where('tm.claim_status_id !=', $settled_id);
+        $builder->where('tm.is_active', 1);
+        $builder->where("latest_approval.approved_time <= DATE_SUB(NOW(), INTERVAL 12 DAY)", null, false);
+        $builder->where('th_settled.id IS NULL', null, false);
+
+        // Final select to get ticket IDs of approved but not settled tickets
+        $builder->select('tm.id');
+
+        // Execute the query
+        $query = $builder->get();
+        $ticketIds = array_column($query->getResultArray(), 'id'); // Extract the IDs
+
+        // Convert ticket IDs array to a comma-separated string
+        $ticketIdsString = implode(',', $ticketIds);
+
+        // Return the count and comma-separated ticket IDs
+        return [
+            'count' => count($ticketIds),
+            'ticket_ids' => $ticketIdsString
+        ];
+    }
 }

app/Models/UserModel.php

@@ -134,5 +134,20 @@ class UserModel extends Model
         ->getResultArray();
     }
 
+    public function getexclusiveUserListForRFQ(){
+        $data = $this->db->table('user_profiles')
+                ->select('user_profiles.*,user_teams.team_id')
+                ->select('roles.role as user_role')
+                ->join('roles', 'roles.id = user_profiles.role')
+                ->join('user_teams', 'user_teams.user_id = user_profiles.id')
+                ->get()
+                ->getResultArray();
+
+
+        // dd($data);
+
+        return $data;
+    }
+
 }
 ?>

app/Views/DashBoard.php

@@ -139,40 +139,41 @@
 
 <style>
 
-body {
-.multiselect-native-select {
-    position: relative;
-    /* bottom: 32px; */
-    select {
-        border: 0 !important;
-        clip: rect(0 0 0 0) !important;
-        height: 1px !important;
-        margin: -1px -1px -1px -3px !important;
-        overflow: hidden !important;
-        padding: 0 !important;
-        position: absolute !important;
-        width: 1px !important;
-        left: 50%;
-        top: 30px;
+    body {
+
+        .multiselect-native-select {
+            position: relative;
+            /* bottom: 32px; */
+            select {
+                border: 0 !important;
+                clip: rect(0 0 0 0) !important;
+                height: 1px !important;
+                margin: -1px -1px -1px -3px !important;
+                overflow: hidden !important;
+                padding: 0 !important;
+                position: absolute !important;
+                width: 1px !important;
+                left: 50%;
+                top: 30px;
+            }
+        }
+
+        .multiselect-container{
+            width: 100% !important;
+        }
+
+        .multiselect-selected-text{
+            float: left !important;
+        }
     }
-}
 
-.multiselect-container{
-    width: 100% !important;
-}
-
-.multiselect-selected-text{
-    float: left !important;
-}
-
-}
-
-.navtab-bg .nav-link {
-    margin: 0 5px 10px!important;
-}
+    .navtab-bg .nav-link {
+        margin: 0 5px 10px!important;
+    }
 
 </style>
 
+<?php if(in_array(get_role_id(), [1,2,3,4,5]) || (in_array(ENROLLMENT_TEAM_ID, user_team()) || in_array(CLAIMS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
 
 <div class="row" id="client_add" style="margin-top: -32px;">
     <div class="col-12">
@@ -188,21 +189,25 @@ body {
                 <br>
 
                 <ul class="nav nav-pills navtab-bg">
-                    <li class="nav-item">
-                        <a href="#pending-actions-dash-tab" data-toggle="tab" aria-expanded="false"
-                            class="nav-link px-3 py-2 active" id="pending_actions_tab">
-                            <span class="mr-1"><i class="mdi mdi-contacts"></i></span>
-                            <span class="d-none d-sm-inline-block">Pending Actions</span>
-                        </a>
-                    </li>
-                    <li class="nav-item">
-                        <a href="#enrollment-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="enrollemnt_tab">
-                            <span class="mr-1"><i class="fa fa-file"></i></span>
-                            <span class="d-none d-sm-inline-block">Enrolment</span>
-                        </a>
-                    </li>
+                    
+                    <?php if(in_array(get_role_id(), [1,2,3,5])) { ?>
 
-                    <?php if(get_role_id() == 1 || get_role_id() == 5 && (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
+                        <li class="nav-item">
+                            <a href="#pending-actions-dash-tab" data-toggle="tab" aria-expanded="false"
+                                class="nav-link px-3 py-2 active" id="pending_actions_tab">
+                                <span class="mr-1"><i class="mdi mdi-contacts"></i></span>
+                                <span class="d-none d-sm-inline-block">Pending Actions</span>
+                            </a>
+                        </li>
+                        <li class="nav-item">
+                            <a href="#enrollment-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="enrollemnt_tab">
+                                <span class="mr-1"><i class="fa fa-file"></i></span>
+                                <span class="d-none d-sm-inline-block">Enrolment</span>
+                            </a>
+                        </li>
+                    <?php } ?>
+
+                    <?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
 
                         <li class="nav-item">
                             <a href="#bds-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2" id="bds_tab">
@@ -212,18 +217,61 @@ body {
                         </li>
 
                     <?php } ?>
+                    <?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
+                        <?php
+                            $isActive = get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team()) ? 'active show' : '';
+                        ?>
+                    <li class="nav-item">
+                        <a href="#claims-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2 <?= $isActive?>" id="claims_tab">
+                            <span class="mr-1"><i class="fa fa-file-alt"></i> </span>
+                            <span class="d-none d-sm-inline-block">Claims</span>
+                        </a>
+                    </li>
+                    <?php endif; ?>
+                    <?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
+                        <?php
+                            $isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team()) ? 'active show' : '';
+                        ?>
+                    <li class="nav-item">
+                        <a href="#leads-dash-tab" data-toggle="tab" aria-expanded="true" class="nav-link px-3 py-2 <?= $isActive?>" id="leads_tab">
+                            <span class="mr-1"><i class="fa fa-file-alt"></i> </span>
+                            <span class="d-none d-sm-inline-block">Leads and BDS Renewals</span>
+                        </a>
+                    </li>
+
+                    <?php endif; ?>
+
 
                 </ul>
                 <div class="tab-content">
-                    <?php include('endorsement_dash.php'); ?>
-                    <?php include('bds_dash.php'); ?>
-                    <?php include('enrollment_dash.php'); ?>
+                    <?php if ((get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
+                        <?php include("claims_dash.php") ?>
+                    <?php endif; ?>
+
+                    <?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
+                        <?php include('bds_dash.php'); ?>
+                    <?php } ?>
+                    <?php if ((get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID,user_team())) || in_array(get_role_id(),[1,5])) :?>
+                        <?php include("leads_dash.php") ?>
+                    <?php endif; ?>
+
+                    <?php if(in_array(get_role_id(), [1,2,3,5])) { ?>
+                        <?php include('endorsement_dash.php'); ?>
+                        <?php include('enrollment_dash.php'); ?>
+                    <?php } ?>
+                    <!-- 
+                    <?php // if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
+                        <?php // include('bds_dash.php'); ?>
+                    <?php // } ?> -->
+
+                    
                 </div>
             </div>
         <!-- </div> -->
     </div>
 </div>
 
+<?php } ?>
 
 
 

app/Views/batch_list.php

@@ -90,6 +90,17 @@
                                      
 
                                 <?php } ?>
+
+                                <?php } else if ($file['status'] == 'in-progress-partially') { ?>
+
+                                <?php echo $file['status']; ?> 
+                                <?php if (!is_json_string($file['error_data'])) { ?>
+                                    <a class="fe-alert-circle" style="color: #000;" data-toggle="tooltip"
+                                        data-placement="top" title="<?= $file['error_data'] ?>"></a>
+                                        &nbsp;
+
+                                <?php } ?>
+
                                 <?php } else if ($file['status'] == 'failed-1') { ?>
 
                                 failed <a class="fe-alert-circle" style="color: #000;" data-toggle="tooltip"
@@ -146,7 +157,7 @@
                                             onclick="getBatchFileData(this)" class="dropdown-item upload_button" ><i class="mdi mdi-upload mr-2 text-muted font-18 vertical-middle"></i>Re-Upload</a>
                                         <?php } ?>
 
-                                        <?php if (str_starts_with($file['status'], 'failed')) { ?>
+                                        <?php if ($file['actions'] == "import") { ?>
                                             <a href="<?= base_url('/util/download_import_file/') . $file['id'] ?>" class="dropdown-item" style="color: #000;" aria-hidden="true" target="_blank" ><i class="mdi mdi-download mr-2 text-muted font-18 vertical-middle"></i>Download</a>
                                         <?php } ?>
 

app/Views/bds_dash.php

@@ -125,12 +125,20 @@ body{
 }
 </style>
 
-<div class="tab-pane fade" id="bds-dash-tab" style="padding-right: 35px;">
+<?php if((get_role_id() == 4 ) && (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
+    <?php $add_active_calss = "active show" ?>
+<?php } ?>
 
-    <div class="StatusTileHide" style="display: none; position: relative; bottom: 15px;">
-        <a href="#" onclick="hide_status_show_pending_tile()" >show all pending Tile</a>
+
+<div class="tab-pane <?= isset($add_active_calss) ? $add_active_calss : 'fade' ?>" id="bds-dash-tab" style="padding-right: 35px;">
+    <div class="row">
+        <div class="StatusTileHide" style="display: none; padding-bottom: 10px;padding-left: 17px">
+            <a href="#" onclick="hide_status_show_pending_tile()" ><i class="fas fa-arrow-left"></i> Back to Overview</a>
+        </div>
+        <div class="StatusTileHide" style="display: none;padding-left: 30px;">
+                <a href="#" id="mainMenuTiles">Current Tile : </a>
+        </div>
     </div>
-
     <div class="row">
         
         <?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
@@ -219,6 +227,10 @@ body{
 
 <script>
 
+    $(document).ready(function(){
+        $(".StatusTileHide").hide();
+    })
+
 function linkRedirectForBDS(input, team)
 {   
     var link = "";
@@ -231,7 +243,8 @@ function linkRedirectForBDS(input, team)
     console.log(link);
 
     if(link){
-        window.location.href = link;
+
+        window.open(link, '_blank');
     }
 }
 
@@ -239,6 +252,7 @@ function show_business_status_tile(){
 
     $('.businessStatusTile').show()
     $('.StatusTileHide').show()
+    $("#mainMenuTiles").text("Viewing Details of Business Team Pending");
 
     $('.businessPendingTile').hide()
     $('.financePendingTile').hide()
@@ -252,6 +266,8 @@ function show_finance_status_tile(){
 
     $('.financePendingTile').hide()
     $('.businessPendingTile').hide()
+    $("#mainMenuTiles").text("Viewing Details of Finance Team Pending");
+
 
 }
 
@@ -262,6 +278,6 @@ function hide_status_show_pending_tile(){
     $('.businessStatusTile').hide()
     $('.financePendingTile').show()
     $('.businessPendingTile').show()
-}
+    }
 
 </script>

app/Views/bds_multi_report.php

@@ -0,0 +1,122 @@
+<style>
+    .table th,
+    .table td {
+        padding: 8px;
+    }
+
+    table.dataTable tbody td {
+        padding: 4px 4px !important;
+    }
+
+    .col-12 {
+        max-width: 98% !important;
+    }
+
+    .dataTables_filter {
+        position: absolute;
+    }
+
+    .right-align-input {
+        text-align: right;
+    }
+</style>
+
+
+<div class="row">
+    <div class="col-12" id="second_page">
+        <div class="card">
+            <div class="card-body">
+                <div class="row" style="padding-bottom: 10px;">
+                    <div class="col-6" style="align-self: center;">
+                        <h4 style="position: relative;"><?= $page_title ?></h4>
+                    </div>
+                </div>
+
+                <div class="table-responsive">
+                    <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                        <thead>
+                            <tr>
+                                <?php
+                                // Get headers dynamically
+                                $headers = array_keys($data[0]);
+                                foreach ($headers as $header): ?>
+                                    <th><?= esc($header) ?></th>
+                                <?php endforeach; ?>
+                                <th>TOTAL</th>
+                            </tr>
+                        </thead>
+
+                        <tbody>
+                            <?php
+                            // Initialize column-wise totals
+                            $columnTotals = array_fill_keys($headers, 0);
+                            foreach ($data as $row):
+                                $rowTotal = 0; // Initialize row total
+                            ?>
+                                <tr>
+                                    <?php foreach ($row as $key => $value):
+                                        $numValue = is_numeric($value) ? (int) $value : 0;
+                                        if ($key != 'TAT_Category') {
+                                            $columnTotals[$key] += $numValue;
+                                            $rowTotal += $numValue;
+                                        }
+                                    ?>
+                                        <td><?= esc($value) ?></td>
+                                    <?php endforeach; ?>
+                                    <td><strong><?= esc($rowTotal) ?></strong></td> <!-- Row Total -->
+                                </tr>
+                            <?php endforeach; ?>
+                        </tbody>
+
+                        <tfoot>
+                            <tr>
+                                <?php foreach ($columnTotals as $key => $total): ?>
+                                    <th><?= ($key == "TAT_Category" || $key == 'ACM_Name') ? "TOTAL" : esc($total) ?></th>
+                                <?php endforeach; ?>
+                                <th><strong><?= array_sum(array_filter($columnTotals, 'is_numeric')) ?></strong></th> <!-- Grand Total -->
+                            </tr>
+                        </tfoot>
+                    </table>
+                </div>
+
+            </div> <!-- end card-body -->
+        </div> <!-- end card -->
+    </div> <!-- end col-12 -->
+</div> <!-- end row -->
+
+<script>
+    $(document).ready(function() {
+        var ticketsTable = $('#scroll-horizontal-datatable');
+
+        if (ticketsTable.length) {
+            ticketsTable.DataTable({
+                scrollX: true,
+                dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" +
+                    "<'row'<'col-sm-12'tr>>" +
+                    "<'row'<'col-sm-5'i><'col-sm-7'p>>",
+                buttons: [
+                    {
+                        extend: 'csv',
+                        text: 'CSV',
+                        title: 'BDS TAT BAND WISE DATA',
+                    },
+                    {
+                        extend: 'excel',
+                        text: 'Excel',
+                        title: 'BDS TAT BAND WISE DATA',
+                    },
+                    
+                ],
+                language: {
+                    search: "_INPUT_",
+                    searchPlaceholder: "Search..."
+                },
+                paging: true,
+                pageLength: 10,
+                ordering: false
+            });
+        } else {
+            console.error("Table not found.");
+        }
+    });
+</script>

app/Views/bds_tat_wise_report.php

@@ -0,0 +1,122 @@
+<style>
+    .table th,
+    .table td {
+        padding: 8px;
+    }
+
+    table.dataTable tbody td {
+        padding: 4px 4px !important;
+    }
+
+    .col-12 {
+        max-width: 98% !important;
+    }
+
+    .dataTables_filter {
+        position: absolute;
+    }
+
+    .right-align-input {
+        text-align: right;
+    }
+</style>
+
+
+<div class="row">
+    <div class="col-12" id="second_page">
+        <div class="card">
+            <div class="card-body">
+                <div class="row" style="padding-bottom: 10px;">
+                    <div class="col-6" style="align-self: center;">
+                        <h4 style="position: relative;">BDS TAT Band Wise Report</h4>
+                    </div>
+                </div>
+
+                <div class="table-responsive">
+                    <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                        <thead>
+                            <tr>
+                                <?php
+                                // Get headers dynamically
+                                $headers = array_keys($data[0]);
+                                foreach ($headers as $header): ?>
+                                    <th><?= esc($header) ?></th>
+                                <?php endforeach; ?>
+                                <th>TOTAL</th>
+                            </tr>
+                        </thead>
+
+                        <tbody>
+                            <?php
+                            // Initialize column-wise totals
+                            $columnTotals = array_fill_keys($headers, 0);
+                            foreach ($data as $row):
+                                $rowTotal = 0; // Initialize row total
+                            ?>
+                                <tr>
+                                    <?php foreach ($row as $key => $value):
+                                        $numValue = is_numeric($value) ? (int) $value : 0;
+                                        if ($key != 'TAT_Category') {
+                                            $columnTotals[$key] += $numValue;
+                                            $rowTotal += $numValue;
+                                        }
+                                    ?>
+                                        <td><?= esc($value) ?></td>
+                                    <?php endforeach; ?>
+                                    <td><strong><?= esc($rowTotal) ?></strong></td> <!-- Row Total -->
+                                </tr>
+                            <?php endforeach; ?>
+                        </tbody>
+
+                        <tfoot>
+                            <tr>
+                                <?php foreach ($columnTotals as $key => $total): ?>
+                                    <th><?= ($key == "TAT_Category") ? "TOTAL" : esc($total) ?></th>
+                                <?php endforeach; ?>
+                                <th><strong><?= array_sum(array_filter($columnTotals, 'is_numeric')) ?></strong></th> <!-- Grand Total -->
+                            </tr>
+                        </tfoot>
+                    </table>
+                </div>
+
+            </div> <!-- end card-body -->
+        </div> <!-- end card -->
+    </div> <!-- end col-12 -->
+</div> <!-- end row -->
+
+<script>
+    $(document).ready(function() {
+        var ticketsTable = $('#scroll-horizontal-datatable');
+
+        if (ticketsTable.length) {
+            ticketsTable.DataTable({
+                scrollX: true,
+                dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" +
+                    "<'row'<'col-sm-12'tr>>" +
+                    "<'row'<'col-sm-5'i><'col-sm-7'p>>",
+                buttons: [
+                    {
+                        extend: 'csv',
+                        text: 'CSV',
+                        title: 'BDS TAT BAND WISE DATA',
+                    },
+                    {
+                        extend: 'excel',
+                        text: 'Excel',
+                        title: 'BDS TAT BAND WISE DATA',
+                    },
+                    
+                ],
+                language: {
+                    search: "_INPUT_",
+                    searchPlaceholder: "Search..."
+                },
+                paging: true,
+                pageLength: 10,
+                ordering: false
+            });
+        } else {
+            console.error("Table not found.");
+        }
+    });
+</script>

app/Views/chatbot.php

@@ -41,7 +41,7 @@
             origin: "mobile", // origin
             emp_code:"HTL-007",
             client_id:159,
-            client_branch_id:125
+            client_branch_id:126
         }
     };
 

app/Views/claims_dash.php

@@ -0,0 +1,330 @@
+<style>
+    body {
+        margin-top: 20px;
+        background: #FAFAFA;
+    }
+
+    .order-card {
+        color: #fff;
+    }
+
+    .bg-c-blue {
+        background: linear-gradient(45deg, #4099ff, #73b4ff);
+    }
+
+    .bg-c-green {
+        background: linear-gradient(45deg, #2ed8b6, #59e0c5);
+    }
+
+    .bg-c-yellow {
+        background: linear-gradient(45deg, #FFB64D, #ffcb80);
+    }
+
+    .bg-c-pink {
+        background: linear-gradient(45deg, #FF5370, #ff869a);
+    }
+
+    .bg-c-red {
+        background: linear-gradient(45deg, #FF4E50, #F9D423);
+    }
+
+    .bg-c-purple {
+        background: linear-gradient(45deg, #9D50BB, #6E48AA);
+    }
+
+    .bg-c-orange {
+        background: linear-gradient(45deg, #F2994A, #F2C94C);
+    }
+
+    .bg-c-teal {
+        background: linear-gradient(45deg, #1ABC9C, #16A085);
+    }
+
+    .bg-c-cyan {
+        background: linear-gradient(45deg, #00C9FF, #92FE9D);
+    }
+
+    .bg-c-lime {
+        background: linear-gradient(45deg, #A8E063, #56AB2F);
+    }
+
+    .bg-c-indigo {
+        background: linear-gradient(45deg, #3F51B5, #5A55AE);
+    }
+
+    .bg-c-Pelorous {
+        background: linear-gradient(45deg, #00d6db, #00a8b5);
+    }
+
+    .bg-c-Pelorous2 {
+        background: linear-gradient(45deg, #02a8b5, #017f8b);
+    }
+
+    .bg-c-Pelorous3 {
+        background: linear-gradient(45deg, #098895, #046063);
+    }
+
+    .bg-c-Grenadier {
+        background: linear-gradient(45deg, #ff9d37, #ff7a10);
+    }
+
+    .bg-c-Grenadier2 {
+        background: linear-gradient(45deg, #ff8010, #ff4c00);
+    }
+
+    .bg-c-Grenadier3 {
+        background: linear-gradient(45deg, #f06306, #cc4b05);
+    }
+
+    .bg-c-SilverChalice {
+        background: linear-gradient(45deg, #a3a8a8, #8f9494);
+    }
+
+    .bg-c-SilverChalice2 {
+        background: linear-gradient(45deg, #7e8484, #686e6e);
+    }
+
+    .bg-c-SilverChalice3 {
+        background: linear-gradient(45deg, #5c6363, #434949);
+    }
+
+
+
+    .card {
+        border-radius: 5px;
+        -webkit-box-shadow: 0 1px 2.94px 0.06px rgba(4, 26, 55, 0.16);
+        box-shadow: 0 1px 2.94px 0.06px rgba(4, 26, 55, 0.16);
+        border: none;
+        margin-bottom: 30px;
+        -webkit-transition: all 0.3s ease-in-out;
+        transition: all 0.3s ease-in-out;
+    }
+
+    .card .card-block {
+        padding-top: 10px;
+        padding-bottom: 10px;
+        padding-left: 25px;
+        padding-right: 25px;
+    }
+
+    .order-card i {
+        font-size: 26px;
+    }
+
+    .f-left {
+        float: left;
+    }
+
+    .f-right {
+        float: right;
+    }
+
+    .m-b-1 {
+        margin-top: 0;
+        margin-bottom: 5px;
+    }
+</style>
+<?php
+$isActive = get_role_id() == STAFF_ROLE_ID && in_array(CLAIMS_TEAM_ID,user_team()) ? 'active show' : '';
+?>
+<div class="tab-pane fade <?= $isActive ?>" id="claims-dash-tab">
+    <div class="row">
+        <div class="col-md-4 col-xl-3 claimTypeTile">
+            <div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,1)">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">GMC</h6>
+                    <h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[1]['total']) ? $claim_data[1]['total'] : '0' ?></span></h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+
+        </div>
+        <div class="col-md-4 col-xl-3 claimTypeTile">
+            <div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,2)">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">GPA</h6>
+                    <h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[2]['total']) ? $claim_data[2]['total'] : '0' ?></span></h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>
+
+        <div class="col-md-4 col-xl-3 claimTypeTile">
+            <div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,3)">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">EDLI</h6>
+                    <h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[3]['total']) ? $claim_data[3]['total'] : '0' ?></span></h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>
+
+        <div class="col-md-4 col-xl-3 claimTypeTile">
+            <div class="card bg-c-Pelorous order-card" onclick="hideAndShowTile(1,4)">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">GTLI</h6>
+                    <h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= isset($claim_data[4]['total']) ? $claim_data[4]['total'] : '0' ?></span></h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>
+
+    </div>
+    <div class="row">
+        <div class="goBack" style="padding-bottom: 10px;padding-left: 17px;">
+            <a href="#" onclick="hideAndShowTile('2')" ><i class="fas fa-arrow-left"></i> Back to Overview<br></a>
+        </div>
+        <div class="goBack" style="display: none;padding-left: 30px;">
+            <a href="#" id="current_tile">Current Tile : </a>
+        </div>
+    </div>
+    <div class="row">
+        <?php
+        $colorSetCount = count($colorShades); // Number of color sets
+        $shadeCount = count($colorShades[0]); // Number of shades per set
+        $index = 0;
+        ?>
+
+        <?php foreach ($claim_data as $ticketTypeId => $statuses) : ?>
+            <?php
+            // Initialize color set and shade indexes
+            $colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
+            $shadeIndex = $index % $shadeCount;                           // Cycle through shades within the set
+
+            // Get the background color for the current tile
+            $bgColor = $colorShades[$colorSetIndex][$shadeIndex];
+            ?>
+
+            <?php foreach ($statuses as $status => $count) : ?>
+                <?php
+                // Skip metadata fields
+                if ($status === 'ticket_type_id'|| $status == "approved"|| $status == "settled"|| $status == "closed" || $status === 'total' || substr($status, -4) === "_ids") {
+                    continue;
+                }
+
+
+                ?>
+                <?php
+                $formattedStatus = strlen($status) < 5 ? strtoupper($status): ucwords(str_replace('_', ' ', $status));
+                $truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
+                $showTooltip = strlen($formattedStatus) > 20;
+                ?>
+                <div class="col-md-2 col-xl-1 claimStatusTitle_<?= $ticketTypeId ?>" style="display: none;">
+                    <div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForClaims(<?= $ticketTypeId ?>, '<?= $status ?>','<?= $statuses[$status . '_ids'] ?? '' ?>')">
+                        <h2 class="text-center"><span><?= $count ?></span></h2>
+                        <h6 class="m-b-20 font-15 text-center"
+                            <?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
+                            <?= $truncatedStatus ?>
+                        </h6>
+                    </div>
+                </div>
+
+            <?php endforeach; ?>
+        <?php endforeach; ?>
+
+    </div>
+
+
+</div>
+
+<script>
+    $(document).ready(function() {
+        $('.goBack').hide();
+        $('[class*="claimStatusTitle_"]').hide();
+    });
+
+    function hideAndShowTile(type, claimType = null) {
+
+        if (type == 1) {
+
+            $('.claimTypeTile').hide();
+            $(".goBack").show();
+        } else {
+
+            $('.claimTypeTile').show();
+            $('.goBack').hide();
+            $('[class*="claimStatusTitle_"]').hide();
+        }
+
+        if (type == 1 && claimType != null) {
+
+            $('.claimTypeTile').hide();
+            $('.claimStatusTitle_' + claimType).show();
+
+            if (claimType == 1) {
+                $('#current_tile').text("Viewing Details For : GMC");
+            } else if (claimType == 2) {
+                $('#current_tile').text("Viewing Details For : GPA");
+            } else if (claimType == 3) {
+                $('#current_tile').text("Viewing Details For : EDLI");
+            } else if (claimType == 4) {
+                $('#current_tile').text("Viewing Details For : GTLI");
+            }
+        }
+    }
+
+    function linkRedirectForClaims(ticketTypeId, status,ids) {
+        // $('.loader').fadeIn();
+        // $('.loader-mask').fadeIn();
+        // $.ajax({
+        //     url: "<?= base_url("/dashboard/prepareClaimSearchData") ?>",
+        //     type: "POST",
+        //     data: {
+        //         ticketTypeId: ticketTypeId,
+        //         status: status
+        //     },
+        //     success: function(response) {
+        //         // Handle the response from the server
+        //         if (response.status === 'success') {
+        //             // Redirect to the claims list page with the selected filters
+        //             console.log("response", response);
+        //             // alert(JSON.stringify(response));
+        //             data = response.data;
+        //             data.is_dashboard = 1;
+        //             redirectWithPost("<?= base_url("ticket/list") ?>", data);
+        //         } else {
+        //             // Handle error case
+        //             console.log('Error: ' + response.message);
+        //         }
+        //     },
+        //     error: function(xhr, status, error) {
+        //         // Handle AJAX error
+        //         console.error('AJAX Error:', error);
+        //         // alert('An error occurred while processing your request.');
+        //     }
+        // })
+
+        data = {
+            is_dashboard: 1,
+            ids : ids
+        }
+
+        
+
+        redirectWithPost2("<?= base_url("ticket/list") ?>", data);
+    }
+
+    function redirectWithPost2(url, data = {}) {
+        const form = document.createElement('form');
+        form.method = 'POST';
+        form.action = url;
+        form.target = '_blank';
+
+        for (const key in data) {
+            if (data.hasOwnProperty(key)) {
+                const input = document.createElement('input');
+                input.type = 'hidden';
+                input.name = key;
+                input.value = data[key];
+                form.appendChild(input);
+            }
+        }
+
+        document.body.appendChild(form);
+        form.submit();
+    }
+</script>

app/Views/claims_report_acc_manager_wise.php

@@ -18,6 +18,10 @@
     .right-align-input {
         text-align: right;
     }
+
+    #scroll-horizontal-datatable tbody tr:hover {
+        background-color: #e0e0e0;
+    }
 </style>
 
 <div class="col-12">
@@ -47,7 +51,7 @@
                         <?php foreach ($account_manager_wise_data as $row): ?>
                             <tr>
                                 <?php foreach ($column_order as $col_name): ?>
-                                    <td><?= $row[$col_name] ?></td>
+                                    <td onclick = "redirectToClaimList(<?=$row['ACM_ID'] ?>)"><?= $row[$col_name] ?></td>
                                 <?php endforeach; ?>
                             </tr>
                         <?php endforeach; ?>
@@ -101,3 +105,37 @@
         }
     });
 </script>
+
+
+<script>
+    function redirectToClaimList(id) {
+        // alert("Redirecting to claim list..."+id);
+
+        data = {
+            is_dashboard: 2,
+            ids : id
+        }
+
+        redirectWithPost("<?= base_url("ticket/list") ?>", data);
+
+    }
+
+    function redirectWithPost(url, data = {}) {
+        const form = document.createElement('form');
+        form.method = 'POST';
+        form.action = url;
+
+        for (const key in data) {
+            if (data.hasOwnProperty(key)) {
+                const input = document.createElement('input');
+                input.type = 'hidden';
+                input.name = key;
+                input.value = data[key];
+                form.appendChild(input);
+            }
+        }
+
+        document.body.appendChild(form);
+        form.submit();
+    }
+</script>

app/Views/claims_report_tpa_wise.php

@@ -37,16 +37,18 @@
                         </tr>
                         <tr>
                             <?php foreach ($column_order as $col_name): ?>
-                                <th><?= str_replace('_', ' ', $col_name) ?></th>
-                            <?php endforeach; ?>
+                                <?php if ($col_name != "TPA_ID") { ?>
+                                    <th><?= str_replace('_', ' ', $col_name) ?></th>
+                            <?php } endforeach; ?>
                         </tr>
                     </thead>
                     <tbody>
                         <?php foreach ($tpa_wise_data as $row): ?>
                             <tr>
                                 <?php foreach ($column_order as $col_name): ?>
-                                    <td><?= $row[$col_name] ?></td>
-                                <?php endforeach; ?>
+                                    <?php if ($col_name != "TPA_ID") { ?>
+                                        <td onclick="redirectTPAToClaimList(<?= $row['TPA_ID'] ?>)"><?= $row[$col_name] ?></td>
+                                <?php } endforeach;?>
                             </tr>
                         <?php endforeach; ?>
                     </tbody>
@@ -62,7 +64,7 @@
                                 }
 
                                 foreach ($column_order as $col_name) {
-                                    if ($col_name !== 'TPA_NAME') {
+                                    if ($col_name !== 'TPA_NAME' && $col_name != "TPA_ID") {
                                         echo "<th>{$totals[$col_name]}</th>";
                                     }
                                 }
@@ -98,4 +100,35 @@
             console.error("Table not found.");
         }
     });
-</script>
+
+    function redirectTPAToClaimList(tpa_id){
+
+        // alert(tpa_id);
+        data = {
+            'tpa_id' : tpa_id,
+            'is_dashboard':3
+        }
+
+        redirectWithPost("<?= base_url("ticket/list") ?>", data);
+
+    }
+
+    function redirectWithPost(url, data = {}) {
+        const form = document.createElement('form');
+        form.method = 'POST';
+        form.action = url;
+
+        for (const key in data) {
+            if (data.hasOwnProperty(key)) {
+                const input = document.createElement('input');
+                input.type = 'hidden';
+                input.name = key;
+                input.value = data[key];
+                form.appendChild(input);
+            }
+        }
+
+        document.body.appendChild(form);
+        form.submit();
+    }
+</script>

app/Views/client_api.php

@@ -0,0 +1,453 @@
+<style>
+    .card {
+        padding-top: 0px;
+    }
+</style>
+<div class="tab-pane fade" id="api-tab">
+    <div class="card">
+        <!-- <div class="card-header">
+            <h5>API Token Management</h5>
+        </div> -->
+        <div class="card-body">
+            <div class="col-md-6">
+                <label for="is_api">Enable API Access</label>
+                <label class="switch">
+                    <input <?= isset($api_data) ? "Checked" : "" ?> id="is_api" type="checkbox" name="is_api">
+                    <span class="slider round" style="height: 27px;"></span>
+                </label>
+            </div>
+            <div id="api-token-section">
+                <!-- Generate Token Section -->
+                <form id="api-form" data-parsley-validate>
+                    <input type="hidden" id="apiPK" name="id" value="<?= isset($api_data) ? $api_data['id'] : "" ?>">
+                    <div class="mb-4">
+                        <h5 class="mb-3">Generate New Token</h5>
+                        <div class="row">
+                            <div class="col-md-6">
+                                <input type="text" name="client_token" value="<?= isset($api_data) ? $api_data['client_token'] : "" ?>" class="form-control" id="client_token" placeholder="Click generate to create token" readonly required>
+                            </div>
+                            <div class="form-group col-md-6 d-flex">
+                                <button class="btn btn-primary me-2" type="button" onclick="generateToken('client_token')">
+                                    <i class="mdi mdi-key-chain-variant me-1"></i> Generate Token
+                                </button>
+                                <button class="btn btn-secondary" type="button" onclick="copyToken('client_token')">
+                                    <i class="mdi mdi-content-copy me-1"></i> Copy
+                                </button>
+                            </div>
+
+                        </div>
+                        <!-- <div class="row" style="padding-top:10px">
+                    <div class="col-md-5">
+                        <label for="auth_type">Authorization Type</label>
+                        <input type="text" class="form-control" id="auth_type" value="Authorization - Bearer" readonly>
+                    </div>
+                </div> -->
+                    </div>
+                    <!-- <div class="table-responsive">
+                <table class="table table-bordered table-striped">
+                    <tr>
+                        <td>Get Individual Employee Data</td>
+                        <td><?= base_url("getEmpData") ?></td>
+                    </tr>
+                    <tr>
+                        <td>Get All Employee Data</td>
+                        <td><?= base_url("getAllEmpData") ?></td>
+                    </tr>
+                    <tr>
+                        <td>Get Branch Wise Employee Data</td>
+                        <td><?= base_url("getClientBranchEmpData") ?></td>
+                    </tr>
+                </table>
+            
+                    
+                    <!-- Enter Token Section -->
+                    <hr>
+                    <div class="mt-5">
+                        <h5 class="mb-3">Webhooks (PUSH)</h5>
+                        <div class="form-row">
+                            <div class="col-md-2">
+                                <label>Webhook Action</label>
+                                <input type="text" class="form-control" id="webhook_action" value="Employee" readonly>
+                            </div>
+                            <div class="col-md-2">
+                                <label>Webhook Method Type</label>
+                                <select class="form-control" name="emp_method">
+                                    <option value="post" <?= isset($api_data['emp_method']) && $api_data['emp_method'] == "post" ? "selected" : "" ?>>POST</option>
+                                    <option value="get" <?= isset($api_data['emp_method']) && $api_data['emp_method'] == "get" ? "selected" : "" ?>>GET</option>
+                                </select>
+                            </div>
+                            <div class="col-md-6">
+                                <label>Webhook URL</label>
+                                <input type="text" name="emp_url" value="<?= isset($api_data) ? $api_data['emp_url'] : "" ?>" class="form-control emp_webhook" onchange="validateWebhookUrlById(this.id)" id="webhook_url" placeholder="Enter Webhook URL">
+                            </div>
+                            <div class="col-md-2">
+                                <label>Token Type</label>
+                                <select class="form-control" name="emp_tkn_type">
+                                    <option value="bearer" <?= (isset($api_data) && $api_data['emp_tkn_type'] == 'bearer') ? 'selected' : '' ?>>Bearer Token</option>
+                                    <option value="X-API-KEY" <?= (isset($api_data) && $api_data['emp_tkn_type'] == 'X-API-KEY') ? 'selected' : '' ?>>API Key</option>
+                                    <option value="token" <?= (isset($api_data) && $api_data['emp_tkn_type'] == 'token') ? 'selected' : '' ?>>Token</option>
+                                </select>
+                            </div>
+                            <div class="col-md-8">
+                                <label>Authorization Token</label>
+                                <input type="text" id="client_api_token" name="emp_token" value="<?= isset($api_data) ? $api_data['emp_token'] : "" ?>" class="form-control emp_webhook" placeholder="Enter Client API token" />
+
+                            </div>
+
+                        </div>
+                        <div class="form-group">
+                            <label for="client_object_type">Client Object Type</label>
+                            <textarea class="form-control emp_webhook" name="emp_obj" onchange="checkValidJson(this)" id="client_object_type" rows="3" placeholder="Enter the object type"><?= isset($api_data) ? htmlspecialchars($api_data['emp_obj']) : "" ?></textarea>
+                        </div>
+                        <hr>
+                        <div class="form-row">
+                            <div class="col-md-2">
+                                <label>Webhook Action</label>
+                                <input type="text" class="form-control" id="webhook_action" value="Claims" readonly>
+                            </div>
+                            <div class="col-md-2">
+                                <label>Webhook Method Type</label>
+                                <select class="form-control" name="claim_method">
+                                    <option value="post" <?= isset($api_data['claim_method']) && $api_data['claim_method'] == "post" ? "selected" : "" ?>>POST</option>
+                                    <option value="get" <?= isset($api_data['claim_method']) && $api_data['claim_method'] == "get" ? "selected" : "" ?>>GET</option>
+                                </select>
+                            </div>
+                            <div class="col-md-6">
+                                <label>Webhook URL</label>
+                                <input type="text" name="claim_url" value="<?= isset($api_data) ? $api_data['claim_url'] : "" ?>" class="form-control claim_webhook" onchange="validateWebhookUrlById(this.id)" id="webhook_url_claims" placeholder="Enter Webhook URL">
+                            </div>
+                            <div class="col-md-2">
+                                <label>Token Type</label>
+                                <select class="form-control" name="claim_tkn_type">
+                                    <option value="bearer" <?= (isset($api_data) && $api_data['claim_tkn_type'] == 'bearer') ? 'selected' : '' ?>>Bearer Token</option>
+                                    <option value="X-API-KEY" <?= (isset($api_data) && $api_data['claim_tkn_type'] == 'X-API-KEY') ? 'selected' : '' ?>>API Key</option>
+                                    <option value="token" <?= (isset($api_data) && $api_data['claim_tkn_type'] == 'token') ? 'selected' : '' ?>>Token</option>
+                                </select>
+                            </div>
+                            <div class="col-md-8">
+                                <label>Authorization Token</label>
+                                <input type="text" id="client_api_token" name="claim_token" value="<?= isset($api_data) ? $api_data['claim_token'] : "" ?>" class="form-control claim_webhook" placeholder="Enter Client API token">
+                            </div>
+                        </div>
+                        <div class="form-group">
+                            <label for="client_object_type">Client Object Type</label>
+                            <textarea class="form-control claim_webhook" name="claim_obj" onchange="checkValidJson(this)" id="client_object_type_claims" rows="3" placeholder="Enter the object type"><?= isset($api_data) ? htmlspecialchars($api_data['claim_obj']) : "" ?></textarea>
+                        </div>
+                    </div>
+                    <hr>
+                    <h5 class="mt-5">Webhooks (PULL)</h5>
+                    <div class="form-row">
+                        <div class="col-md-2">
+                            <label>Webhook Action</label>
+                            <input type="text" class="form-control" id="webhook_action2" value="Employee" readonly>
+                        </div>
+                        <div class="col-md-2">
+                            <label>Webhook Method Type</label>
+                            <select class="form-control" disabled>
+                                <option value="post" selected>POST</option>
+                            </select>
+                        </div>
+                        <div class="col-md-6">
+                            <label>Webhook URL</label>
+                            <input type="text" value="<?= base_url("retrieveWebhookDataEmp") ?>" class="form-control" onchange="validateWebhookUrlById(this.id)" id="webhook_url2" readonly placeholder="Enter Webhook URL">
+                        </div>
+                        <div class="col-md-2">
+                            <label>Token Type</label>
+                            <select class="form-control" disabled>
+                                <option value="bearer" selected>Bearer Token</option>
+                            </select>
+                        </div>
+                    </div>
+
+                    <div class="form-row mt-3">
+                        <div class="col-md-6">
+                            <label>Authorization Token</label>
+                            <input type="text" name="pull_emp_token" value="<?= isset($api_data) ? $api_data['pull_emp_token'] : "" ?>" class="form-control" id="pull_emp_token" placeholder="Click generate to create token" readonly required>
+                        </div>
+                        <div class="col-md-6 d-flex align-items-end">
+                            <button class="btn btn-primary me-2" type="button" onclick="generateToken('pull_emp_token')">
+                                <i class="mdi mdi-key-chain-variant me-1"></i> Generate Token
+                            </button>
+                            <button class="btn btn-secondary" type="button" onclick="copyToken('pull_emp_token')">
+                                <i class="mdi mdi-content-copy me-1"></i> Copy
+                            </button>
+                        </div>
+                    </div>
+
+                    <div class="form-group mt-3">
+                        <label for="pull_emp_obj">Emp Object Type</label>
+                        <textarea class="form-control" name="pull_emp_obj" onchange="checkValidJson(this)" id="pull_emp_obj" rows="3" placeholder="Enter the object type"><?= isset($api_data) ? htmlspecialchars($api_data['pull_emp_obj']) : "" ?></textarea>
+                    </div>
+
+            <hr>
+            <div class="row">
+                <div class="col-md-2">
+                    <label>Webhook Action</label>
+                    <input type="text" class="form-control" id="webhook_action2" value="Claim" readonly>
+                </div>
+                <div class="col-md-2">
+                    <label>Webhook Method Type</label>
+                    <select class="form-control">
+                        <option value="post" selected>POST</option>
+                    </select>
+                </div>
+                <div class="col-md-6">
+                    <label>Webhook URL</label>
+                    <input type="text" value="<?= base_url("retrieveWebhookDataClaim") ?>" class="form-control" onchange="validateWebhookUrlById(this.id)" id="webhook_url2" readonly placeholder="Enter Webhook URL">
+                </div>
+                <div class="col-md-2">
+                    <label>Token Type</label>
+                    <select class="form-control">
+                        <option value="bearer" selected>Bearer Token</option>
+                    </select>
+                </div>
+                <br>
+                <div class="col-md-6">
+                    <label>Authorization Token</label>
+                    <input type="text" name="pull_claim_token" value="<?= isset($api_data) ? $api_data['pull_claim_token'] : "" ?>" class="form-control" id="pull_claim_token" placeholder="Click generate to create token" readonly required>
+                </div>
+                <div class="col-md-6 d-flex align-items-end">
+                    <button class="btn btn-primary me-2" type="button" onclick="generateToken('pull_claim_token')">
+                        <i class="mdi mdi-key-chain-variant me-1"></i> Generate Token
+                    </button>
+                    <button class="btn btn-secondary" type="button" onclick="copyToken('pull_claim_token')">
+                        <i class="mdi mdi-content-copy me-1"></i> Copy
+                    </button>
+                </div>
+                <div class="form-group col-md-12">
+                    <label for="pull_claim_obj">Claim Object Type</label>
+                    <textarea class="form-control" name="pull_claim_obj" onchange="checkValidJson(this)" id="pull_claim_obj" rows="3" placeholder="Enter the object type"><?= isset($api_data) ? htmlspecialchars($api_data['pull_claim_obj']) : "" ?></textarea>
+                </div>
+            </div>
+            <div class="d-flex justify-content-end">
+                <button class="btn btn-primary waves-effect waves-light mr-1" type="submit" id="formSubmit">Submit</button>
+            </div>
+            </div>
+            </form>
+        </div>
+    </div>
+</div>
+
+<script>
+    function generateToken(element_id) {
+
+        // alert($("#general_PrimaryKey").val());
+        // console.log('element_id:', element_id);
+        $.ajax({
+            url: "<?= base_url('client/generateToken') ?>",
+            type: "GET",
+            data: {
+                client_id: $("#general_PrimaryKey").val()
+            },
+            beforeSend: function() {
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+            },
+            success: function(response) {
+                if (response.status) {
+                    toastr.success(response.message);
+                    $(`#${element_id}`).val(response.token);
+                } else {
+                    toastr.error(response.message);
+                }
+            },
+            error: function(xhr, status, error) {
+                console.error("Error:", error);
+                toastr.error("An error occurred while processing your request.");
+            },
+            complete: function() {
+                $('.loader').fadeOut();
+                $('.loader-mask').fadeOut();
+            }
+
+        })
+    }
+
+    function copyToken(element_id) {
+        const tokenField = document.getElementById(`${element_id}`);
+        if (tokenField.value) {
+            tokenField.select();
+            navigator.clipboard.writeText(tokenField.value);
+            toastr.success('Token copied to clipboard!');
+        } else {
+            toastr.warning('Generate a token first!');
+        }
+    }
+
+    async function pasteToken() {
+        try {
+            // Get the target input field
+            const tokenInput = document.getElementById('client_api_token');
+
+            // Request clipboard read permission
+            const permission = await navigator.permissions.query({
+                name: 'clipboard-read'
+            });
+            if (permission.state === 'denied') {
+                toastr.error('Clipboard access denied by user');
+                return;
+            }
+
+            // Read clipboard contents
+            const text = await navigator.clipboard.readText();
+
+            // Security checks
+            if (text.length > 256) {
+                toastr.warning('Invalid token length');
+                return;
+            }
+
+            if (!/^[a-zA-Z0-9\-_]+$/.test(text)) {
+                toastr.warning('Invalid token format');
+                return;
+            }
+
+            // Insert into input field
+            tokenInput.value = text;
+
+            // Visual feedback
+            tokenInput.focus();
+            toastr.success('Token pasted securely');
+
+        } catch (error) {
+            console.error('Paste failed:', error);
+            toastr.error('Failed to read clipboard');
+        }
+    }
+
+
+    $("#is_api").change(function() {
+        checkAndShowApiElements();
+    });
+    $(document).ready(function() {
+        checkAndShowApiElements();
+    });
+
+
+    function checkAndShowApiElements() {
+        if ($("#is_api").is(":checked")) {
+
+            $('.loader').fadeIn();
+            $('.loader-mask').fadeIn();
+
+            $("#api-token-section").show();
+
+            $('.loader').fadeOut();
+            $('.loader-mask').fadeOut();
+        } else {
+            $("#api-token-section").hide();
+        }
+    }
+
+    function checkValidJson(el) {
+
+        const element = document.getElementById(el.id);
+        if (!element) {
+            console.error('Element with ID "${id}" not found.');
+            return false;
+        }
+        try {
+            JSON.parse(element.value);
+        } catch (e) {
+            el.value = '';
+            toastr.error('Invalid JSON format');
+        }
+    }
+
+    function validateWebhookUrlById(id) {
+        console.log("function called");
+        const element = document.getElementById(id);
+        if (!element) {
+            console.error(`Element with ID "${id}" not found.`);
+            return false;
+        }
+        const url = element.value.trim(); // Trim whitespace
+        try {
+            // Use the URL constructor to validate structure
+            const parsedUrl = new URL(url);
+            if (parsedUrl.pathname !== "/" && parsedUrl.pathname.endsWith("/")) {
+                element.value = "";
+                toastr.error("Webhook URL should not end with a trailing slash.");
+                return false;
+            }
+
+            if (parsedUrl.pathname.endsWith(".")) {
+                element.value = "";
+                toastr.error("Webhook URL should not end with a trailing dot.");
+                return false;
+            }
+
+            // const strictDomainRegex = /^[a-zA-Z0-9-]+(\.[a-zA-Z0-9-]+)+$/;
+            // if (!strictDomainRegex.test(parsedUrl.hostname)) {
+            //     toastr.error("Invalid domain format in webhook URL.");
+            //     element.value = "";
+            //     return false;
+            // }
+            // Check if protocol is HTTP/HTTPS
+            return parsedUrl.protocol === "http:" || parsedUrl.protocol === "https:";
+        } catch (e) {
+            toastr.error("Invalid Webhook URL format");
+            element.value = "";
+            return false; // Invalid URL structure
+        }
+    }
+
+    $("#api-form").submit(function(event) {
+        event.preventDefault();
+        const form = $(this);
+        // form.parsley().validate(); // Activate Parsley validation
+
+        if (!$(this).parsley().isValid()) {
+            return;
+        }
+        const formData = $(this).serializeArray();
+        formData.push({
+            name: "client_id",
+            value: $("#general_PrimaryKey").val()
+        });
+        formData.push({
+            name: "api_access",
+            value: $("#is_api").is(":checked") ? 1 : 0
+        });
+        console.log(formData);
+
+        $.ajax({
+            url: "<?= base_url('client/saveApiData') ?>",
+            type: "POST",
+            data: formData,
+            beforeSend: function() {
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+            },
+            success: function(response) {
+                if (response.status) {
+                    toastr.success(response.message);
+                } else {
+                    toastr.error(response.message);
+                }
+            },
+            error: function(xhr, status, error) {
+                console.error("Error:", error);
+                toastr.error("An error occurred while processing your request.");
+            },
+            complete: function() {
+                $('.loader').fadeOut();
+                $('.loader-mask').fadeOut();
+            }
+        })
+
+    });
+
+    $(".claim_webhook").on("input", function() {
+
+        let anyNotEmpty = $(".claim_webhook").toArray().some(input => $(input).val() !== "");
+
+        $(".claim_webhook").prop("required", anyNotEmpty);
+    });
+
+    $(".emp_webhook").on("input", function() {
+        let anyNotEmpty = $(".emp_webhook").toArray().some(input => $(input).val() !== "");
+
+        $(".emp_webhook").prop("required", anyNotEmpty);
+    });
+</script>

app/Views/client_basic_info.php

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

app/Views/client_deposit_list.php

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

app/Views/client_list.php

@@ -17,6 +17,10 @@ table.dataTable thead th {
     max-width: 98% !important;
 }
 
+.btn-filter{
+    margin-left: 20px !important;
+}
+
 .custom-dropdown-menu {
     display: none;
     position: absolute;
@@ -53,12 +57,12 @@ table.dataTable thead th {
                         <div class="col-6" style="align-self: center;">
                             <h4 style="position: relative;">Client List</h4>
                         </div>
-                        <div class="col-2" style="text-align: right; position: relative;top: 56px; left: 303px;">
+                        <!-- <div class="col-2" style="text-align: right; position: relative;top: 56px; left: 303px;">
                             <a class="btn btn-primary waves-effect waves-light" onclick="showModal()">Add From Lead</a>                
                         </div>
                         <div class="col-1" style="text-align: right; position: relative;top: 56px; left: 294px;">
                             <a href="<?= base_url("client/create"); ?>" type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light" data-toggle="" data-placement="top" title="Add" data-trigger="hover">Add</a>                
-                        </div>
+                        </div> -->
                     </div>
                 <table class="table table-sm table-hover m-0 table-centered dt-responsive nowrap w-100" cellspacing="0"
                     id="tickets-table">
@@ -269,18 +273,40 @@ table.dataTable thead th {
 $(document).ready(function()
 {
     $('#tickets-table').DataTable({
-        dom: "<'row'<'col-sm-0'f><'col-sm-7 text-right'B>>" + 
+        dom: "<'row'<'col-sm-2'f><'col-sm-10 text-right'B>>" + 
             "<'row'<'col-sm-12'tr>>" + 
             "<'row'<'col-sm-5'i><'col-sm-7'p>>", 
-        buttons: [{
-            extend: 'csv',
-            text: 'CSV',
-            title: 'ClientList',
-            className: 'my_class',
-            exportOptions: {
-                columns: ':not(:last-child)'
+        buttons: [
+            {
+                extend: 'csv',
+                text: 'CSV',
+                title: 'ClientList',
+                className: 'my_class',
+                exportOptions: {
+                    columns: ':not(:last-child)'
+                },
+            }, 
+            {
+                text: 'Add From Lead',
+                className: 'btn-filter', // custom class
+                action: function(e, dt, node, config) {
+                    showModal();
+                }
             },
-        }],
+            {
+                text: 'Add',
+                className: 'btn-filter', // custom class
+                action: function(e, dt, node, config) {
+                    addClient();
+                }
+            }
+        ],
+
+        initComplete: function() {
+            $('.btn-filter')
+                .removeClass('btn-secondary') 
+                .addClass('btn btn-primary');  
+        },
         language: {
             search: "_INPUT_",
             searchPlaceholder: "Search..."
@@ -440,4 +466,9 @@ function featchClient(){
     });
 }
 
+function addClient(){
+    let url = "<?= base_url("client/create"); ?>";
+    window.location.href = url;
+}
+
 </script>

app/Views/client_onboarding.php

@@ -88,15 +88,22 @@ body {
                             <span class="d-none d-sm-inline-block">Policies</span>
                         </a>
                     </li>
-                    <li class="nav-item">
+                    <!-- <li class="nav-item">
+                        <a href="#api-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="api_tab">
+                            <span class="mdi mdi-api"></span>
+                            <span class="d-none d-sm-inline-block">API</span>
+                        </a>
+                    </li> -->
+                    <!-- <li class="nav-item">
                         <a href="#others-tab" data-toggle="tab" aria-expanded="false" class="nav-link px-3 py-2" id="others_tab">
                             <span class="mr-1"><i class="mdi mdi-tag-text-outline"></i></span>
                             <span class="d-none d-sm-inline-block">Others</span>
                         </a>
-                    </li>
+                    </li> -->
                 </ul>
                 <div class="tab-content">
-                    <?php include('client_others_tab.php'); ?>
+                    <?php include("client_api.php"); ?>
+                    <?php // include('client_others_tab.php'); ?>
                     <?php include('notification.php'); ?>
                     <?php include('client_basic_info.php'); ?>
                     <?php include('client_kyc.php'); ?>
@@ -172,10 +179,9 @@ body {
     }
 
     function client_policies() {
-        var check_client_id = $('#general_PrimaryKey');
+        var check_client_id = $('#general_PrimaryKey').val();
         
-
-        if(check_client_id[0].value == '' || check_client_id[0].value == null || check_client_id[0].value == 0){
+        if(check_client_id == '' || check_client_id == null || check_client_id == 0){
             $('#BtnAdd').hide();
             toastr.warning('Please Add the Client!', 'warning',{timeOut: 2000});
         }else{
@@ -246,7 +252,7 @@ body {
         event.preventDefault();
         client_notification();
     });
-    
+
 </script>
 
 

app/Views/client_policy.php

@@ -16,7 +16,7 @@
                     <th>Client Branch</th>
                     <th>TPA</th>
                     <th>Date</th>
-                    <th>Enrolment Status</th>
+                    <!-- <th>Enrolment Status</th> -->
                     <th>Status</th>
                     <th>Action</th>
                 </tr>
@@ -136,7 +136,7 @@
                                 <input  type="text" class="form-control" placeholder="GST (%)" id="gst_no" name="gst" required>
                             </div>
 
-                            <div class="form-group col-md-4">
+                            <!-- <div class="form-group col-md-4 EB">
                                 <label class="switch" style="position: relative;top: 43px;left: 20px;">
                                     <input id="inception_type" type="checkbox" name="inception_type">
                                     <span class="slider round" style="height: 27px;"></span>
@@ -159,14 +159,14 @@
                             <div class="form-group col-md-4">
                                 <label for="reminder_date">Reminder Date<span class="text-danger">*</span></label>
                                 <input value="" type="text" class="form-control dateofdata" placeholder="Enter Remainder Dates( eg, 28,29,30 )" name="reminder_date" id="reminder_date" >
-                            </div>
+                            </div> -->
                             
-                            <div class="form-group col-md-12">
+                            <div class="form-group col-md-12 EB">
                                 <label for="disclaimer">Disclaimer<span class="text-danger">*</span></label>
                                 <textarea class="form-control" placeholder="Enter Disclaimer" name="disclaimer" id="disclaimer" ></textarea>
                             </div>
                                                         
-                            <div class="form-group col-md-4">
+                            <div class="form-group col-md-4 EB">
                                 <label class="switch" style="position: relative;top: 43px;left: 20px;">
                                     <input id="policy_visibility" type="checkbox" name="enrolment_visibility" checked>
                                     <span class="slider round" style="height: 27px;"></span>
@@ -175,7 +175,7 @@
                                 <label for="policy_visibility" style="position: relative;bottom: 5px;left: 85px;">Policy Visibilty in Enrollment App</label>
                             </div>
                             
-                            <div class="form-group col-md-4">
+                            <div class="form-group col-md-4 EB">
                                 <label class="switch" style="position: relative;top: 43px;left: 20px;">
                                     <input id="is_lgbtq" type="checkbox" name="is_lgbtq">
                                     <span class="slider round" style="height: 27px;"></span>
@@ -239,23 +239,23 @@
 
 <script>
 
-    $('#inception_type').change(function () {
-        var open_data = $('#open_date').parent();
-        var close_data = $('#close_date').parent();
-        var reminder_data = $('#reminder_date').parent();
-        if($(this).prop('checked')){
-            $(open_data).show();
-            $(close_data).show();
-            $(reminder_data).show();
-            $('.dateofdata').attr('required', true);
-        }else{
-            $(open_data).hide();
-            $(close_data).hide();
-            $(reminder_data).hide();
-            $('.dateofdata').attr('required', false);
+    // $('#inception_type').change(function () {
+    //     var open_data = $('#open_date').parent();
+    //     var close_data = $('#close_date').parent();
+    //     var reminder_data = $('#reminder_date').parent();
+    //     if($(this).prop('checked')){
+    //         $(open_data).show();
+    //         $(close_data).show();
+    //         $(reminder_data).show();
+    //         $('.dateofdata').attr('required', true);
+    //     }else{
+    //         $(open_data).hide();
+    //         $(close_data).hide();
+    //         $(reminder_data).hide();
+    //         $('.dateofdata').attr('required', false);
 
-        }
-    })
+    //     }
+    // })
 
     var policy_PrimaryKey = $('#client_id_policy').val();
     var policy_client = $('#policy_PrimaryKey').val();
@@ -348,28 +348,28 @@
                 }
                 //console.log('search_term :', search_term)
 
-                var enrollmentStatus = '';
-                if (item.inception_type == 1) {
+                // var enrollmentStatus = '';
+                // if (item.inception_type == 1) {
 
-                    enrollmentStatus = 'N/A'
+                //     enrollmentStatus = 'N/A'
 
-                } else if (item.inception_type == 2) {
+                // } else if (item.inception_type == 2) {
 
-                    if (item.open_for_enrollment == 1) {
+                //     if (item.open_for_enrollment == 1) {
 
-                        enrollmentStatus = '<a href="#" data-id="' + item.id + '" id="' + item.policy_id +
-                            '" class="btnOpenEnroll" data-toggle="tooltip" data-placement="left" title="Click To Close Enrolment">Open</a>'
+                //         enrollmentStatus = '<a href="#" data-id="' + item.id + '" id="' + item.policy_id +
+                //             '" class="btnOpenEnroll" data-toggle="tooltip" data-placement="left" title="Click To Close Enrolment">Open</a>'
 
 
-                    } else if (item.open_for_enrollment == 0) {
+                //     } else if (item.open_for_enrollment == 0) {
 
-                        enrollmentStatus =
-                            '<a href="#" data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment"  data-id="' +
-                            item.id + '" id="' + item.policy_id + '" class="btnOpenEnroll">Closed</a>'
+                //         enrollmentStatus =
+                //             '<a href="#" data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment"  data-id="' +
+                //             item.id + '" id="' + item.policy_id + '" class="btnOpenEnroll">Closed</a>'
 
-                    }
+                //     }
 
-                }
+                // }
 
                 var tpaValue = 'TPA Unavailable';
 
@@ -388,7 +388,7 @@
                             <td>${item.branch_name ? item.branch_name : ' - '}</td>
                             <td>${tpaValue}</td>
                             <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
-                            <td style="text-align: center;">${(enrollmentStatus)}</td>
+                        
                             <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                             <td>
                                 <div class="btn-group dropdown">
@@ -434,6 +434,7 @@
 
         $('#policy_form')[0].reset();
         $('#add_form').show();
+        // console.log("Policy Form Added")
         $('#table_list').hide();
         $('.btnBack').show();
         $('.btnAdd').hide();
@@ -442,9 +443,9 @@
         $('#tpa').val('').change();
         $('#policy_no').val('').change();
         $('#policy_no').val('').change();
-        $('#start_date').val('').change();
-        $('#end_date').val('').change();
-        $('#close_date').val('').change();
+        // $('#start_date').val('').change();
+        // $('#end_date').val('').change();
+        // $('#close_date').val('').change();
         // $('#policy').html('<option value="" selected>Select Policy</option>').change();
         $('#policy_form_action').val('<?= base_url("client/policy/create"); ?>');
         $('#policy_status_field').hide()
@@ -590,31 +591,31 @@
 
                     // //console.log('search_term :', search_term)
 
-                    var enrollmentStatus = '';
-                    if (item.inception_type == 1) {
+                    // var enrollmentStatus = '';
+                    // if (item.inception_type == 1) {
 
-                        enrollmentStatus = 'N/A'
+                    //     enrollmentStatus = 'N/A'
 
-                    } else if (item.inception_type == 2) {
+                    // } else if (item.inception_type == 2) {
 
-                        if (item.open_for_enrollment == 1) {
+                    //     if (item.open_for_enrollment == 1) {
 
-                            enrollmentStatus =
-                                '<a data-toggle="tooltip" data-placement="top" title="Click To Close Enrolment" href="#" data-id="' +
-                                item.id + '" id="' + item.policy_id +
-                                '" class="btnOpenEnroll">Open</a>'
+                    //         enrollmentStatus =
+                    //             '<a data-toggle="tooltip" data-placement="top" title="Click To Close Enrolment" href="#" data-id="' +
+                    //             item.id + '" id="' + item.policy_id +
+                    //             '" class="btnOpenEnroll">Open</a>'
 
 
-                        } else if (item.open_for_enrollment == 0) {
+                    //     } else if (item.open_for_enrollment == 0) {
 
-                            enrollmentStatus =
-                                '<a data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment" href="#" data-id="' +
-                                item.id + '" id="' + item.policy_id +
-                                '" class="btnOpenEnroll">Closed</a>'
+                    //         enrollmentStatus =
+                    //             '<a data-toggle="tooltip" data-placement="top" title="Click To Open Enrolment" href="#" data-id="' +
+                    //             item.id + '" id="' + item.policy_id +
+                    //             '" class="btnOpenEnroll">Closed</a>'
 
-                        }
+                    //     }
 
-                    }
+                    // }
 
                     var tpaValue = 'TPA Unavailable';
 
@@ -632,7 +633,6 @@
                             <td>${tpaValue}</td>
 
                             <td>${(item.policy_start_date)} / ${(item.policy_end_date)}</td>
-                            <td style="text-align: center;">${(enrollmentStatus)}</td>
                             <td>${checkDateStatus(item.policy_end_date, 1)}</td>
                             <td>
                                 <div class="btn-group dropdown">
@@ -725,10 +725,12 @@
     $(document).ready(function() {
         /********* set the Policy_Type_id for Form Submit  *******/
         $('#policy_type').change(function() {
+            // alert('policy_type change');
 
             var policy_type_id = $(this).val();
+            // alert(policy_type_id);
 
-            if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7) {
+            if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7 || policy_type_id > 10) {
                 $('#tpa').prop('required', false);
                 $('#tpa_danger').hide()
             } else {
@@ -804,19 +806,19 @@
 
 
                 //Open for enrollment yes or no
-                if (res.data.inception_type == 2) {
-                    $('#inception_type').prop('checked', true);
-                    $('#open_date').parent().show();
-                    $('#close_date').parent().show();
-                    $('#reminder_date').parent().show();
-                    $('.dateofdata').attr('required', true);
-                } else {
-                    $('#inception_type').prop('checked', false);
-                    $('#open_date').parent().hide();
-                    $('#close_date').parent().hide();
-                    $('#reminder_date').parent().hide();
-                    $('.dateofdata').attr('required', false);
-                }
+                // if (res.data.inception_type == 2) {
+                //     $('#inception_type').prop('checked', true);
+                //     $('#open_date').parent().show();
+                //     $('#close_date').parent().show();
+                //     $('#reminder_date').parent().show();
+                //     $('.dateofdata').attr('required', true);
+                // } else {
+                //     $('#inception_type').prop('checked', false);
+                //     $('#open_date').parent().hide();
+                //     $('#close_date').parent().hide();
+                //     $('#reminder_date').parent().hide();
+                //     $('.dateofdata').attr('required', false);
+                // }
 
                 //Policy Visibility in Web App
                 if (res.data.enrolment_visibility == 1) {
@@ -897,6 +899,17 @@
 
                 }
 
+                if (res.data.policy_type_id > 7) {
+
+                    $('#first').show();
+                    $('#second').show();
+                    $('#third').show();
+                    $('#base_policy_id').hide();
+                    $('#base_policy').prop('required', false);
+                    $("#tpa").prop('required', false);
+                    $('#tpa_danger').hide();
+                    $(".EB").hide();
+                }
 
                 if (res.data.is_addon == 2 || res.data.is_addon == 3) {
 
@@ -1440,14 +1453,29 @@
             $('#base_policy').prop('required', false);
             $('#base_danger').hide();
         }
-       
-        if($('#inception_type').prop('checked')){
+
+        if ($(this).val() > 7) {
+
+            $('#first').show();
+            $('#second').show();
+            $('#third').show();
+            $('#base_policy_id').hide();
+            $('#base_policy').prop('required', false);
+            $(".EB").hide();
+            setTimeout(() => {
+                $("#tpa").prop('required', false);
+                $('#tpa_danger').hide();
+            }, 100);
             
-        }else{
-            $('#open_date').parent().hide();
-            $('#close_date').parent().hide();
-            $('#reminder_date').parent().hide();
         }
+       
+        // if($('#inception_type').prop('checked')){
+            
+        // }else{
+        //     $('#open_date').parent().hide();
+        //     $('#close_date').parent().hide();
+        //     $('#reminder_date').parent().hide();
+        // }
     })
 
 
@@ -1520,6 +1548,7 @@
     $(document).ready(function() {
         
         $('#base_policy').change(function() {
+            // alert('Base Policy Change');
 
             var client_policy_id = $(this).val() ? $(this).val() : 0;
             var policy_type = $('#policy_type').val()
@@ -1872,19 +1901,19 @@
                 $('#policy_status_field').show();
 
 
-                if (res.data.inception_type == 2) {
-                    $('#inception_type').prop('checked', true);
-                    $('#open_date').parent().show();
-                    $('#close_date').parent().show();
-                    $('#reminder_date').parent().show();
-                    $('.dateofdata').attr('required', true);
-                } else {
-                    $('#inception_type').prop('checked', false);
-                    $('#open_date').parent().hide();
-                    $('#close_date').parent().hide();
-                    $('#reminder_date').parent().hide();
-                    $('.dateofdata').attr('required', false);
-                }
+                // if (res.data.inception_type == 2) {
+                //     $('#inception_type').prop('checked', true);
+                //     $('#open_date').parent().show();
+                //     $('#close_date').parent().show();
+                //     $('#reminder_date').parent().show();
+                //     $('.dateofdata').attr('required', true);
+                // } else {
+                //     $('#inception_type').prop('checked', false);
+                //     $('#open_date').parent().hide();
+                //     $('#close_date').parent().hide();
+                //     $('#reminder_date').parent().hide();
+                //     $('.dateofdata').attr('required', false);
+                // }
 
 
                 if (res.data.enrolment_visibility == 1) {
@@ -1984,6 +2013,18 @@
                     $('#tpa').prop('required', true);
                     $('#tpa_danger').show()
                 }
+                
+                if (res.data.policy_type_id > 7) {
+
+                    $('#first').show();
+                    $('#second').show();
+                    $('#third').show();
+                    $('#base_policy_id').hide();
+                    $('#base_policy').prop('required', false);
+                    $("#tpa").prop('required', false);
+                    $('#tpa_danger').hide();
+                    $(".EB").hide();
+                }
 
                 setTimeout(() => {
                     $('#client_branch').val(res.data.client_branch_id).select2();

app/Views/client_rm.php

@@ -71,13 +71,10 @@ $(document).ready(function(){
 
     $('#client_rm_edit').hide()
 
-    $('#account_manager').multiselect({
-        nonSelectedText: 'Select Account Manager',
-        enableFiltering: false,
-        enableCaseInsensitiveFiltering: false,
-        includeSelectAllOption : false,
-        buttonWidth:'100%'
-    });
+    $('#account_manager').prop('disabled', true);
+
+    $("textarea.select2-search__field").attr('rows', '1');
+    $("textarea.select2-search__field").css('resize', 'none');
 
 
     var data = <?= isset($client_relation) ? json_encode($client_relation) : '[]' ?>;
@@ -94,10 +91,16 @@ $(document).ready(function(){
                 }
         });
 
-        $('#account_manager').multiselect('refresh');
+
+        $('#account_manager').select2({
+            placeholder: "Select Account Manager",
+        }).prop('disabled', true);
+
+        $("textarea.select2-search__field").attr('rows', '1');
+        $("textarea.select2-search__field").css('resize', 'none');
+
         $('#head').prop('disabled', true);
         $('#manager').prop('disabled', true);
-        $('#account_manager').multiselect('disable');
 
     }
 
@@ -172,14 +175,25 @@ $(document).ready(function(){
         $('#manager').prop('disabled', !isDisabled);
 
         if (isDisabled) {
-            $('#account_manager').multiselect('enable');
+            $('#account_manager').select2({
+                placeholder: "Select Account Manager",
+            }).prop('disabled', false);
+
             $('#client_rm_btnSubmit').show();
             $(this).html('<span id="rm_icons" class="fa fa-times-circle"></span> Close Edit '); 
         } else {
-            $('#account_manager').multiselect('disable');
+            $('#account_manager').select2({
+                placeholder: "Select Account Manager"
+            }).prop('disabled', true);
+
             $('#client_rm_btnSubmit').hide();
             $(this).html('<span id="rm_icons" class="mdi mdi-lead-pencil"></span> Edit '); 
         }
+
+        $("textarea.select2-search__field").attr('rows', '1');
+        $("textarea.select2-search__field").css('resize', 'none');
+
+
     });
 
 

app/Views/employee_list.php

@@ -229,7 +229,7 @@ table.dataTable tbody td {
 //     });
 // });
 
-document.addEventListener("DOMContentLoaded", init);
+// document.addEventListener("DOMContentLoaded", init);
 
 function init() {
     const table = document.getElementById("tickets-table");

app/Views/insurer_export_templete.php

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

app/Views/insurer_statement_list.php

@@ -1004,7 +1004,7 @@ maxDate.setDate(today.getDate() + 180);
                 // Request failed, handle error
                 console.error("Request failed:", status, error);
                 toastr.error('Something went wrong! Try later', 'Error');
-                $('#uploadForm')[0].reset();
+                // $('#uploadForm')[0].reset();
                   $('.close').click()
                 $('.loader').fadeOut();
                 $('.loader-mask').delay(10).fadeOut('slow');

app/Views/layout/header.php

@@ -80,7 +80,17 @@
     <script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/jquery/3.6.0/jquery.min.js"></script>
     <script type="text/javascript" src="https://cdnjs.cloudflare.com/ajax/libs/slick-carousel/1.8.1/slick.min.js"></script>
     <!-- srinivas -->
+
+    <link href="https://cdn.jsdelivr.net/gh/gitbrent/bootstrap4-toggle@3.6.1/css/bootstrap4-toggle.min.css" rel="stylesheet">
+<script src="https://cdn.jsdelivr.net/gh/gitbrent/bootstrap4-toggle@3.6.1/js/bootstrap4-toggle.min.js"></script>
     <script src="https://editor.unlayer.com/embed.js"></script>
+
+    <!-- MD5 Hash Start  -->
+    <script src="https://cdnjs.cloudflare.com/ajax/libs/blueimp-md5/2.19.0/js/md5.min.js"></script>
+
+
+    <!-- MD5 Hash End  -->
+
     <!-- <script src="<?= base_url('public/unlayer/js/embed.js') . '' ?>"></script> -->
     <!-- srinivas -->
     <style>
@@ -514,10 +524,9 @@
     </div>
     <!-- end Topbar -->
 
-    <!-- ========== Left Sidebar Start ========== -->
+<!-- ========== Left Sidebar Start ========== -->
     <div class="left-side-menu">
 
-
         <!-- LOGO -->
         <div class="logo-box">
             <a href="<?= base_url('/dashboard/view') ?>" class="logo logo-dark text-center">
@@ -542,7 +551,6 @@
         </div>
 
         <div class="h-100" data-simplebar>
-
             <!--- Sidemenu -->
             <div id="sidebar-menu">
                 <ul id="side-menu">
@@ -554,41 +562,48 @@
                         </a>
                     </li>
 
-                    <li>
-                        <a href="<?= base_url('/client/list') ?>">
-                            <i class="mdi mdi-domain"></i>
-                            <span> Clients </span>
-                        </a>
-                    </li>
+                    <!-- client -->
+                    <?php if (in_array(get_role_id(), [1,2,3,5])) { ?>
+                        <li>
+                            <a href="<?= base_url('/client/list') ?>">
+                                <i class="mdi mdi-domain"></i>
+                                <span> Clients </span>
+                            </a>
+                        </li>
+                    <?php } ?>
 
-                    <li>
-                        <a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
-                            <i class="fas fa-user-tie"></i>
-                            <span class="badge badge-success badge-pill float-right">2</span>
-                            <span> Action on Policies </span>
-                        </a>
-                        <div class="collapse" id="sidebarDashboards">
-                            <ul class="nav-second-level">
+                    <!-- Enrollment process -->
+                    <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(ENROLLMENT_TEAM_ID, user_team())) { ?>
+                        <li>
+                            <a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
+                                <i class="fas fa-user-tie"></i>
+                                <span class="badge badge-success badge-pill float-right">2</span>
+                                <span> Action on Policies </span>
+                            </a>
+                            <div class="collapse" id="sidebarDashboards">
+                                <ul class="nav-second-level">
 
-                                <li>
-                                    <a href="<?= base_url('/employee/upload') ?>">View Inception</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/employee/list') ?>">View Members</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/employee/endorsement-list') ?>">View Endorsement</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/employee/enrollment-list') ?>">View Enrolment</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/employee/test_members_list') ?>">Test Members List</a>
-                                </li>
-                            </ul>
-                        </div>
-                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/employee/upload') ?>">View Inception</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/employee/list') ?>">View Members</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/employee/endorsement-list') ?>">View Endorsement</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/employee/enrollment-list') ?>">View Enrolment</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/employee/test_members_list') ?>">Test Members List</a>
+                                    </li>
+                                </ul>
+                            </div>
+                        </li>
+                    <?php } ?>
 
+                    <!-- Masters -->
                     <?php if (get_role_id() == 1 || get_role_id() == 5) { ?>
 
                         <li>
@@ -625,8 +640,8 @@
                         </li>
 
                     <?php } ?>
-<!-- 
-                    <li>
+
+                    <!-- <li>
                         <?php
                         $sessionData = get_session_userdata();
                         $currentUrl = base_url();
@@ -641,181 +656,229 @@
                         </a>
                     </li> -->
 
-                    <li>
-                        <a href="#sidebarDashboardsTicket" data-toggle="collapse" class="waves-effect">
-                            <i class="mdi mdi-lifebuoy"></i>
-                            <span class="badge badge-success badge-pill float-right">2</span>
-                            <span> Claims </span>
-                        </a>
-                        <div class="collapse" id="sidebarDashboardsTicket">
-                            <ul class="nav-second-level">
-                                <li>
-                                    <a href="#" onclick="openTicketTypeAskModal()">New claim</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/ticket/list') ?>">Claim List</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/ticket/mail_template') ?>">Mail Template</a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/ticket/ticket_reports') ?>">Claim Reports</a>
-                                </li>
-                            </ul>
-                        </div>
-                    </li>
-
-                    <li>
-                        <a id="app_content_management" href="#sidebarDashboardsmenu" data-toggle="collapse" class="waves-effect" style="color: grey;">
-                            <i class="fa fa-info-circle" aria-hidden="true"></i>
-                            <span class="badge badge-success badge-pill float-right">2</span>
-                            <span> App Content Management </span>
-                        </a>
-                        <div class="collapse" id="sidebarDashboardsmenu">
-                            <ul class="nav-second-level">
-                                <li>
-                                    <a href="<?= base_url('/add_image_index') ?>"> Advertisement Images </a>
-                                </li>
-                                <li>
-                                    <a href="<?= base_url('/frontend_content') ?>">Front-end Content</a>
-                                </li>
-                            </ul>
-                        </div>
-                    </li>
+                    <!-- Claims -->
+                    <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(CLAIMS_TEAM_ID, user_team())) { ?>
+                        <li>
+                            <a href="#sidebarDashboardsTicket" data-toggle="collapse" class="waves-effect">
+                                <i class="mdi mdi-lifebuoy"></i>
+                                <span class="badge badge-success badge-pill float-right">2</span>
+                                <span> Claims </span>
+                            </a>
+                            <div class="collapse" id="sidebarDashboardsTicket">
+                                <ul class="nav-second-level">
+                                    <li>
+                                        <a href="#" onclick="openTicketTypeAskModal()">New claim</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/ticket/list') ?>">Claim List</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/ticket/mail_template') ?>">Mail Template</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/ticket/ticket_reports') ?>">Claim Reports</a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/ticket/feedback-list') ?>">Claim Feedback List</a>
+                                    </li>
+                                </ul>
+                            </div>
+                        </li>
+                    <?php } ?>
 
                     <!-- leads -->
+                    <?php if (in_array(get_role_id(), [1,2,3,5]) || in_array(BUSINESS_SUPPORT_TEAM_ID, user_team()) || in_array(SALES_TEAM_ID, user_team())) { ?>
+                        <li>
+                            <a href="<?= base_url('/leads/list') ?>">
+                                <i class="mdi mdi-chart-bar"></i>
+                                <span> Leads </span>
+                            </a>
+                        </li>
+                    <?php } ?>
+
+                    <!-- BDS -->
+                    <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>
+                        <li>
+                            <a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
+                                <i class="mdi mdi-format-list-bulleted"></i>
+                                <span class="badge badge-success badge-pill float-right">2</span>
+                                <span> Policy Transactions </span>
+                            </a>
+                            <div class="collapse" id="policyTransactions">
+                                <ul class="nav-second-level">
+                                    <li>
+                                        <a href="#policyTransactionsSub" data-toggle="collapse" class="waves-effect">
+                                            <i class="mdi mdi-format-list-bulleted"></i>
+                                            <span>Policy Transactions</span>
+                                        </a>
+                                        <div class="collapse" id="policyTransactionsSub">
+                                            <ul>
+
+                                                <?php if (in_array(get_role_id(), [1,5]) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>
+                                                    <li>
+                                                        <a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
+                                                    </li>
+                                                    <li>
+                                                        <a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
+                                                    </li>
+                                                <?php } ?>
+
+                                                <?php if (in_array(get_role_id(), [1,5]) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+                                                <li>
+                                                    <a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
+                                                </li>
+                                                <?php } ?>
+                                            </ul>
+                                        </div>
+                                    </li>
+                                    
+                                    <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()))) { ?>
+
+                                        <?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(POS_TEAM_ID, user_team()) ) { ?>
+                                            <li>
+                                                <a href="#policyReports" data-toggle="collapse" class="waves-effect">
+                                                    <i class="ri-file-chart-fill"></i>
+                                                    <span> Policy Reports </span>
+                                                </a>
+                                                <div class="collapse" id="policyReports">
+                                                    <ul class="nav-third-level">
+                                                        <li>
+                                                            <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
+                                                        </li>
+                                                        <?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+                                                            <li>
+                                                                <a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
+                                                            </li>
+                                                            <li>
+                                                                <a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
+                                                            </li>
+                                                            <li>
+                                                                <a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
+                                                            </li>
+                                                            <li>
+                                                                <a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
+                                                            </li>
+                                                            <li>
+                                                                <a href="<?= base_url('/bdsReport/getTATReport') ?>">TAT Band Reports</a>
+                                                            </li>
+                                                        <?php } ?>
+                                                    </ul>
+                                                </div>
+                                            </li>
+                                        <?php } ?>
+                                        <li>
+                                                <a href="#policy_tat_report_type" data-toggle="collapse" class="waves-effect">
+                                                    <i class="ri-file-chart-fill"></i>
+                                                    <span> Policy TAT Reports </span>
+                                                </a>
+                                                <div class="collapse" id="policy_tat_report_type">
+                                                    <ul class="nav-third-level">
+                                                        <li>
+                                                            <a href="<?= base_url('/bdsReport/getMultiReport/1') ?>">TAT Band Wise</a>
+                                                        </li>
+
+                                                        <li>
+                                                            <a href="<?= base_url('/bdsReport/getMultiReport/2') ?>">ACM Status Wise</a>
+                                                        </li>
+                                                        <li>
+                                                            <a href="<?= base_url('/bdsReport/getMultiReport/3') ?>">ACM TAT Wise</a>
+                                                        </li>
+                                                    </ul>
+                                                </div>
+                                            </li>
+
+                                        <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) )) { ?>
+                                            <li>
+                                                <a href="#policyPendingActions" data-toggle="collapse" class="waves-effect">
+                                                    <i class="mdi mdi-timer-sand"></i>
+                                                    <span> Policy Pending Actions </span>
+                                                </a>
+                                                <div class="collapse" id="policyPendingActions">
+                                                    <ul class="nav-third-level">
+                                                        <?php if (in_array(get_role_id(), [1,5]) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team())) { ?>
+                                                        <li>
+                                                            <a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
+                                                        </li>
+                                                        <?php } ?>
+
+                                                        <?php if (in_array(get_role_id(), [1,5])  || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team())) { ?>
+                                                        <li>
+                                                            <a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
+                                                        </li>
+                                                        <?php } ?>
+                                                    </ul>
+                                                </div>
+                                            </li>
+                                        <?php } ?>
+
+                                        <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) )) { ?>
+                                            <li>
+                                                <a href="#policyMasters" data-toggle="collapse" class="waves-effect">
+                                                    <i class="ri-database-2-line"></i>
+                                                    <span> Masters </span>
+                                                </a>
+                                                <div class="collapse" id="policyMasters">
+                                                    <ul class="nav-third-level">
+                                                        <li>
+                                                            <a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
+                                                        </li>
+                                                        <li>
+                                                            <a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
+                                                        </li>
+                                                    </ul>
+                                                </div>
+                                            </li>
+                                        <?php } ?>
+
+                                        <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
+                                            <li>
+                                                <a href="<?= base_url('/dmsSearch') ?>">
+                                                    <i class="ri-book-open-line"></i>
+                                                    <span> Documents</span>
+                                                </a>
+                                            </li>
+                                        <?php } ?>
+
+                                    <?php } ?>
+                                </ul>
+                            </div>
+                        </li>
+                    <?php } ?>
+
+                    <!-- Ad -->
+                    <?php if (in_array(get_role_id(), [1,2,3,5])) { ?>
+                        <li>
+                            <a id="app_content_management" href="#sidebarDashboardsmenu" data-toggle="collapse" class="waves-effect" style="color: grey;">
+                                <i class="fa fa-edit" aria-hidden="true"></i>
+                                <span class="badge badge-success badge-pill float-right">2</span>
+                                <span>App Content Mgmt</span>
+                            </a>
+                            <div class="collapse" id="sidebarDashboardsmenu">
+                                <ul class="nav-second-level">
+                                    <li>
+                                        <a href="<?= base_url('/add_image_index') ?>"> Advertisement Images </a>
+                                    </li>
+                                    <li>
+                                        <a href="<?= base_url('/frontend_content') ?>">Front-end Content</a>
+                                    </li>
+                                </ul>
+                            </div>
+                        </li>
+                    <?php } ?>
                     <li>
-                        <a href="<?= base_url('/leads/list') ?>">
-                            <i class="mdi mdi-chart-bar"></i>
-                            <span> Leads </span>
+                        <a id="user_manual" href="<?= base_url("autobookstackLogin") ?>" class="waves-effect" target="_blank" rel="noopener noreferrer">
+                            <i class="fa fa-info-circle" aria-hidden="true"></i>
+                            <span>User Manual</span>
                         </a>
                     </li>
+                </ul>
+             </div>
+            <!-- End Sidebar -->
+        </div>
+        <!-- Sidebar -left -->
 
-                    <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
-
-                    <li>
-                        <a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
-                            <i class="mdi mdi-format-list-bulleted"></i>
-                            <span class="badge badge-success badge-pill float-right">2</span>
-                            <span> Policy Transactions </span>
-                        </a>
-                        <div class="collapse" id="policyTransactions">
-                            <ul class="nav-second-level">
-                                <li>
-                                    <a href="#policyTransactionsSub" data-toggle="collapse" class="waves-effect">
-                                        <i class="mdi mdi-format-list-bulleted"></i>
-                                        <span>Policy Transactions</span>
-                                    </a>
-                                    <div class="collapse" id="policyTransactionsSub">
-                                        <ul>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
-                                            </li>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
-                                            </li>
-
-                                            <?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
-                                            </li>
-                                            <?php } ?>
-                                        </ul>
-                                    </div>
-                                </li>
-                                
-                                <?php if (in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
-                                <li>
-                                    <a href="#policyReports" data-toggle="collapse" class="waves-effect">
-                                        <i class="ri-file-chart-fill"></i>
-                                        <span> Policy Reports </span>
-                                    </a>
-                                    <div class="collapse" id="policyReports">
-                                        <ul class="nav-third-level">
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
-                                            </li>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
-                                            </li>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
-                                            </li>
-                                            <li>
-                                                <a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
-                                            </li>
-                                            <li>
-                                                <a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
-                                            </li>
-                                        </ul>
-                                    </div>
-                                </li>
-                                <?php } ?>
-                                
-                                <li>
-                                    <a href="#policyPendingActions" data-toggle="collapse" class="waves-effect">
-                                        <i class="mdi mdi-timer-sand"></i>
-                                        <span> Policy Pending Actions </span>
-                                    </a>
-                                    <div class="collapse" id="policyPendingActions">
-                                        <ul class="nav-third-level">
-                                            <?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
-                                            </li>
-                                            <?php } ?>
-
-                                            <?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
-                                            <li>
-                                                <a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
-                                            </li>
-                                            <?php } ?>
-                                        </ul>
-                                    </div>
-                                </li>
-
-                                <li>
-                                    <a href="#policyMasters" data-toggle="collapse" class="waves-effect">
-                                        <i class="ri-database-2-line"></i>
-                                        <span> Masters </span>
-                                    </a>
-                                    <div class="collapse" id="policyMasters">
-                                        <ul class="nav-third-level">
-                                            <li>
-                                                <a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
-                                            </li>
-                                            <li>
-                                                <a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
-                                            </li>
-                                        </ul>
-                                    </div>
-                                </li>
-
-                                <li>
-                                    <a href="<?= base_url('/dmsSearch') ?>">
-                                        <i class="ri-book-open-line"></i>
-                                        <span> Documents</span>
-                                    </a>
-                                </li>
-
-                            </ul>
-                        </div>
-                    </li>
-                    </div>
-                    </li>
-
-
-                <?php } ?>
-
-    </ul>
     </div>
-    <!-- End Sidebar -->
-
-</div>
-<!-- Sidebar -left -->
-
-</div>
-<!-- Left Sidebar End -->
+    <!-- Left Sidebar End -->
 
 <!-- ============================================================== -->
 <!-- Start Page Content here -->

app/Views/leads_dash.php

@@ -0,0 +1,330 @@
+<style>
+    body {
+        margin-top: 20px;
+        background: #FAFAFA;
+    }
+
+    .order-card {
+        color: #fff;
+    }
+
+    .bg-c-blue {
+        background: linear-gradient(45deg, #4099ff, #73b4ff);
+    }
+
+    .bg-c-green {
+        background: linear-gradient(45deg, #2ed8b6, #59e0c5);
+    }
+
+    .bg-c-yellow {
+        background: linear-gradient(45deg, #FFB64D, #ffcb80);
+    }
+
+    .bg-c-pink {
+        background: linear-gradient(45deg, #FF5370, #ff869a);
+    }
+
+    .bg-c-red {
+        background: linear-gradient(45deg, #FF4E50, #F9D423);
+    }
+
+    .bg-c-purple {
+        background: linear-gradient(45deg, #9D50BB, #6E48AA);
+    }
+
+    .bg-c-orange {
+        background: linear-gradient(45deg, #F2994A, #F2C94C);
+    }
+
+    .bg-c-teal {
+        background: linear-gradient(45deg, #1ABC9C, #16A085);
+    }
+
+    .bg-c-cyan {
+        background: linear-gradient(45deg, #00C9FF, #92FE9D);
+    }
+
+    .bg-c-lime {
+        background: linear-gradient(45deg, #A8E063, #56AB2F);
+    }
+
+    .bg-c-indigo {
+        background: linear-gradient(45deg, #3F51B5, #5A55AE);
+    }
+
+    .bg-c-Pelorous {
+        background: linear-gradient(45deg, #00d6db, #00a8b5);
+    }
+
+    .bg-c-Pelorous2 {
+        background: linear-gradient(45deg, #02a8b5, #017f8b);
+    }
+
+    .bg-c-Pelorous3 {
+        background: linear-gradient(45deg, #098895, #046063);
+    }
+
+    .bg-c-Grenadier {
+        background: linear-gradient(45deg, #ff9d37, #ff7a10);
+    }
+
+    .bg-c-Grenadier2 {
+        background: linear-gradient(45deg, #ff8010, #ff4c00);
+    }
+
+    .bg-c-Grenadier3 {
+        background: linear-gradient(45deg, #f06306, #cc4b05);
+    }
+
+    .bg-c-SilverChalice {
+        background: linear-gradient(45deg, #a3a8a8, #8f9494);
+    }
+
+    .bg-c-SilverChalice2 {
+        background: linear-gradient(45deg, #7e8484, #686e6e);
+    }
+
+    .bg-c-SilverChalice3 {
+        background: linear-gradient(45deg, #5c6363, #434949);
+    }
+
+
+
+    .card {
+        border-radius: 5px;
+        -webkit-box-shadow: 0 1px 2.94px 0.06px rgba(4, 26, 55, 0.16);
+        box-shadow: 0 1px 2.94px 0.06px rgba(4, 26, 55, 0.16);
+        border: none;
+        margin-bottom: 30px;
+        -webkit-transition: all 0.3s ease-in-out;
+        transition: all 0.3s ease-in-out;
+    }
+
+    .card .card-block {
+        padding-top: 10px;
+        padding-bottom: 10px;
+        padding-left: 25px;
+        padding-right: 25px;
+    }
+
+    .order-card i {
+        font-size: 26px;
+    }
+
+    .f-left {
+        float: left;
+    }
+
+    .f-right {
+        float: right;
+    }
+
+    .m-b-1 {
+        margin-top: 0;
+        margin-bottom: 5px;
+    }
+</style>
+<?php
+$isActive = get_role_id() == STAFF_ROLE_ID && in_array(ENROLLMENT_TEAM_ID, user_team()) ? 'show active' : '';
+?>
+<div class="tab-pane fade <?= $isActive ?>" id="leads-dash-tab">
+    <div class="row">
+        <div class="col-md-4 col-xl-3 leadTypeTile">
+            <div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1,1)">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">Leads</h6>
+                    <h2 class="text-right"><i
+                            class="mdi mdi-playlist-check f-left"></i><span><?= isset($lead_data) ? $lead_data['total'] : 0 ?></span>
+                    </h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>
+        <div class="col-md-4 col-xl-3 leadTypeTile">
+            <div class="card bg-c-Pelorous order-card" onclick="hide_and_show_tile(1,2)">
+                <div class="card-block">
+                    <h6 class="m-b-20 font-15">BDS Renewals</h6>
+                    <h2 class="text-right"><i
+                            class="mdi mdi-playlist-check f-left"></i><span><?= isset($bds_renewal) ? $bds_renewal['total'] : 0 ?></span>
+                    </h2>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                    <p class="m-b-1">&nbsp;<span class="f-right"></span></p>
+                </div>
+            </div>
+        </div>
+
+    </div>
+    <div class="row">
+        <div class="status_tile" style="padding-bottom: 10px;padding-left: 17px; ">
+            <a href="#" onclick="hide_and_show_tile(2)"><i class="fas fa-arrow-left"></i> Back to Overview</a>
+        </div>
+        <div class="status_tile" style="padding-left: 30px;">
+            <a href="#" id="main_tile">Current Tile : </a>
+        </div>
+    </div>
+    <div class="row">
+        <?php
+
+        $colorSetCount = count($colorShades); // Number of color sets
+        $shadeCount = count($colorShades[0]); // Number of shades per set
+        $index = 0;
+        foreach ($lead_data as $key => $value) : ?>
+            <?php
+            if ($key == "total" || $key == "won" || substr($key, -4) === "_ids") {
+                continue;
+            } // Skip the total key
+            ?>
+            <?php
+            // Initialize color set and shade indexes
+            $colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
+            $shadeIndex = $index % $shadeCount;                           // Cycle through shades within the set
+
+            // Get the background color for the current tile
+            $bgColor = $colorShades[$colorSetIndex][$shadeIndex];
+            ?>
+            <?php
+            $formattedStatus = strlen($key) < 5 ? strtoupper($key) : ucwords(str_replace('_', ' ', $key));
+            $truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
+            $showTooltip = strlen($formattedStatus) > 20;
+            ?>
+            <div class="col-md-2 col-xl-1 leadStatusTitle_1" style="display: none;">
+                <div class="card order-card" style="background: <?= $bgColor ?>;"
+                    onclick="linkRedirectForLeads('<?= esc(strtolower(str_replace(' ', '_', $key)), 'js') ?>','<?= $lead_data[$key . '_ids'] ?? '' ?>')">
+                    <h2 class="text-center"><span><?= $value ?></span></h2>
+                    <h6 class="m-b-20 font-15 text-center"
+                        <?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
+                        <?= $truncatedStatus ?>
+                    </h6>
+                </div>
+            </div>
+
+        <?php endforeach ?>
+    </div>
+    <div class="row">
+
+        <?php
+        $colorSetCount = count($colorShades); // Number of color sets
+        $shadeCount = count($colorShades[0]); // Number of shades per set
+        $index = 0;
+
+        foreach ($bds_renewal as $key => $value) : ?>
+            <?php
+            if ($key == "total" || substr($key, -4) === "_ids") {
+                continue;
+            } // Skip the total key
+            ?>
+            <?php
+            // Initialize color set and shade indexes
+            $colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
+            $shadeIndex = $index % $shadeCount;                           // Cycle through shades within the set
+
+            // Get the background color for the current tile
+            $bgColor = $colorShades[$colorSetIndex][$shadeIndex];
+            ?>
+            <?php
+            $formattedStatus = strlen($key) < 5 ? strtoupper($key) : ucwords(str_replace('_', ' ', $key));
+            $truncatedStatus = strlen($formattedStatus) > 20 ? substr($formattedStatus, 0, 15) . '...' : $formattedStatus;
+            $showTooltip = strlen($formattedStatus) > 20;
+            ?>
+            <div class="col-md-2 col-xl-1 leadStatusTitle_2" style="display: none;">
+                <?php
+                $policyIds = isset($bds_renewal[$key . '_ids'])
+                    ? (is_array($bds_renewal[$key . '_ids'])
+                        ? implode('_', $bds_renewal[$key . '_ids'])
+                        : str_replace(' ', '_', $bds_renewal[$key . '_ids']))
+                    : '';
+                ?>
+                <div class="card order-card" style="background: <?= $bgColor ?>;"
+                    onclick="linkRedirectForPolicy('<?= $policyIds ?>')">
+                    <h2 class="text-center"><span><?= $value ?></span></h2>
+                    <h6 class="m-b-20 font-15 text-center"
+                        <?= $showTooltip ? 'data-toggle="tooltip" title="' . htmlspecialchars($formattedStatus, ENT_QUOTES, 'UTF-8') . '"' : '' ?>>
+                        <?= $truncatedStatus ?>
+                    </h6>
+                </div>
+            </div>
+
+        <?php endforeach ?>
+    </div>
+</div>
+<script>
+    $(document).ready(function() {
+        $('[data-toggle="tooltip"]').tooltip();
+        $(".status_tile").hide();
+    });
+
+    function hide_and_show_tile(type, leadType = null) {
+
+        if (type == 1) {
+
+            $('.leadTypeTile').hide();
+            $('.status_tile').show();
+
+        } else {
+
+            $('.leadTypeTile').show();
+            $('.leadStatusTitle_1').hide();
+            $('.leadStatusTitle_2').hide();
+            $(".status_tile").hide();
+
+
+        }
+
+        if (type == 1 && leadType != null && leadType == 1) {
+            $('.leadStatusTitle_1').show();
+            $('#main_tile').text("Viewing Details For : Leads");
+
+        }
+        if (type == 1 && leadType != null && leadType == 2) {
+            $('.leadStatusTitle_2').show();
+            $("#main_tile").text("Viewing Details For : BDS Renewals");
+
+        }
+
+    }
+
+    function linkRedirectForPolicy(ids) {
+        var url = "<?= base_url("policy_tranction/inception/list") ?>";
+        var data = {
+            ids: ids,
+            is_dashboard: 1
+        }
+
+        redirectWithPost(url, data, "POST");
+    }
+
+    function linkRedirectForLeads(status, ids) {
+
+        var url = "<?= base_url("leads/list") ?>";
+        var data = {
+            ids: ids,
+            is_dashboard: 1
+        }
+
+        redirectWithPost(url, data, "POST");
+    }
+
+    function redirectWithPost(url, data = {}, method = "GET") {
+        // $('.loader').fadeIn();
+        // $('.loader-mask').fadeIn();
+        const form = document.createElement('form');
+        form.method = method;
+        form.action = url;
+        form.target = '_blank';
+
+
+        for (const key in data) {
+            if (data.hasOwnProperty(key)) {
+                const input = document.createElement('input');
+                input.type = 'hidden';
+                input.name = key;
+                input.value = data[key];
+                form.appendChild(input);
+            }
+        }
+
+        document.body.appendChild(form);
+        form.submit();
+    }
+</script>

app/Views/leads_form.php

@@ -36,6 +36,53 @@
     }
 </style>
 
+<style>
+    .info-icon-wrapper {
+        position: relative;
+        display: inline-block;
+        cursor: pointer;
+        top: 30px;
+        left: 35px;
+        font-size: 22px;
+    }
+
+    .info-tooltip {
+        visibility: hidden;
+        opacity: 0;
+        width: max-content;
+        max-width: 300px;
+        background-color: #333;
+        color: #fff;
+        text-align: left;
+        padding: 10px;
+        border-radius: 6px;
+        position: absolute;
+        z-index: 999;
+        bottom: 125%; /* Show above icon */
+        left: 50%;
+        transform: translateX(-50%);
+        font-size: 12px;
+        white-space: normal;
+        transition: opacity 0.3s;
+    }
+
+    .info-tooltip::after {
+        content: "";
+        position: absolute;
+        top: 100%; /* Arrow below tooltip */
+        left: 50%;
+        margin-left: -5px;
+        border-width: 5px;
+        border-style: solid;
+        border-color: #333 transparent transparent transparent;
+    }
+
+    .info-icon-wrapper:hover .info-tooltip {
+        visibility: visible;
+        opacity: 1;
+    }
+</style>
+
 <div class="row" id="leads_form">
     <div class="col-12">
         <div class="card">
@@ -149,7 +196,7 @@
                         <div class="form-group col-md-3 renewalFields" style="display: none;">
                             <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
                             <select class="form-control" id="client_branch_id" name="client_branch_id"
-                                onchange="getBranchData(this)">
+                                onchange="getBranchData(this,1)">
                                 <option value="">Select Branch</option>
                             </select>
                         </div>
@@ -162,6 +209,16 @@
                             </select>
                         </div>
 
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="source_policy_start_date">Source Policy Start Date<span class="text-danger"></span></label>
+                            <input type="text" class="form-control readonly-select" id="source_policy_start_date" name="source_policy_start_date" readonly>
+                        </div>
+
+                        <div class="form-group col-md-3 renewalFields" style="display: none;">
+                            <label for="source_policy_end_date">Source Policy End Date<span class="text-danger"></span></label>
+                            <input type="text" class="form-control" id="source_policy_end_date" name="source_policy_end_date" readonly>
+                        </div>
+
                         <div class="form-group col-md-3">
                             <label for="pan">PAN<span class="text-danger"></span></label>
                             <input type="text" class="form-control" id="pan" placeholder="Enter PAN Number"
@@ -197,6 +254,14 @@
                                 placeholder="Enter Branch Code" required>
                         </div>
 
+                        <div class="form-group col-md-3">
+                            <label for="contact_person_summary">Contact Person's</label>
+                            <select class="form-control" name="contact_person_summary" id="contact_person_summary">
+                                <option value="">Select a Person</option>
+                            </select>
+                        
+                        </div>
+
                         <div class="form-group col-md-3">
                             <label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
                             <input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
@@ -228,9 +293,9 @@
                     <div class="form-row">
 
                         <div class="form-group col-md-3">
-                            <label for="salse_person_id">Sales Person<span class="text-danger">*</span></label>
+                            <label for="salse_person_id">Salse Person<span class="text-danger">*</span></label>
                             <select class="form-control" id="salse_person_id" name="salse_person_id" multiple required>
-                                <option value="">Select Sales Person</option>
+                                <option value="">Select Salse Person</option>
                                 <?php if (isset($salse_team)) { ?>
                                     <?php foreach ($salse_team as $value) { ?>
                                         <option value="<?= $value['id']; ?>">
@@ -279,6 +344,8 @@
     </div>
 </div><!-- end form row -->
 
+<?php include("newClientModal.php") ?>
+
 
 <script>
     let claimIndex = 1;
@@ -343,32 +410,116 @@
                             1); // Set end date to last day of selected year
                         policy_end_datePicker.setDate(policy_end_date);
 
-                        console.log('this object', this);
-                        console.log('id of this element:', this.element);
-                        console.log('id of this element:', this.element.id);
+                        // console.log('this object', this);
+                        // console.log('id of this element:', this.element);
+                        // console.log('id of this element:', this.element.id);
 
-                        let increment = this.element.id.split('_').pop();
-                        console.log(increment); // Outputs: 1
+                        // let increment = this.element.id.split('_').pop();
+                        // console.log(increment); // Outputs: 1
 
 
-                        console.log('increment', increment);
-                        console.log('policy_start_datePicker selectedDates', selectedDates);
-                        console.log('policy_start_datePicker incurred_claim_date_', $(
-                            "#incurred_claim_date_" + increment).val());
+                        // console.log('increment', increment);
+                        // console.log('policy_start_datePicker selectedDates', selectedDates);
+                        // console.log('policy_start_datePicker incurred_claim_date_', $(
+                        //     "#incurred_claim_date_" + increment).val());
 
                         // Recalculate policy_run_days if incurred claim date is already selected
-                        if ($("#incurred_claim_date_" + increment).val()) {
-                            console.log('policy_start_datePicker selectedDates', selectedDates);
-                            calculatePolicyRunDays(increment);
-                        }
+                        // if ($("#incurred_claim_date_" + increment).val()) {
+                        //     console.log('policy_start_datePicker selectedDates', selectedDates);
+                        //     calculatePolicyRunDays(increment);
+                        // }
                     }
                 });
+            }else if (lead_type == 3) {
+                
+                if ($('#client_id option[value="add_client"]').length === 0) {
+                    $('#client_id').prepend($('<option>', {
+                        value: 'add_client',
+                        text: '+ Add Client'
+                    }));
+                }
+                $("#source_policy_id").removeAttr("required");
+                $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+                $("#source_policy_id").hide();
+                $('#source_policy_id').closest('.form-group').hide();
+
+                $("#source_policy_start_date").removeAttr("required");
+                $("#source_policy_start_date").closest("div") .find("label .text-danger").remove();
+                $("#source_policy_start_date").hide();
+                $('#source_policy_start_date').closest('.form-group').hide();
+
+                $("#source_policy_end_date").removeAttr("required");
+                $("#source_policy_end_date").closest("div") .find("label .text-danger").remove();
+                $("#source_policy_end_date").hide();
+                $('#source_policy_end_date').closest('.form-group').hide();
+
+
+                
+            } else if (lead_type != 3) {
+                $("#source_policy_id").prop("required",true);
+                $("#source_policy_start_date").prop("required", true);
+                $("#source_policy_end_date").prop("required", true);
+
+                 $("#source_policy_id").show();
+                 $("#source_policy_start_date").show();
+                 $("#source_policy_start_date").show();
+
+                  $('#source_policy_id').closest('.form-group').find('label').show();
+                  $('#source_policy_start_date').closest('.form-group').find('label').show();
+                  $('#source_policy_end_date').closest('.form-group').find('label').show();
+
+                // Check if the asterisk doesn't already exist, then add it
+                let $label = $("#source_policy_id").closest("div") .find("label");
+
+                if ($label.find(".text-danger").length === 0) {
+                    $label.append(' <span class="text-danger">*</span>');
+                }
+
+                let $label2 = $("#source_policy_start_date").closest("div") .find("label");
+
+                if ($label2.find(".text-danger").length === 0) {
+                    $label2.append(' <span class="text-danger">*</span>');
+                }
+                let $label3 = $("#source_policy_end_date").closest("div").find("label");
+
+                if ($label3.find(".text-danger").length === 0) {
+                    $label3.append(' <span class="text-danger">*</span>');
+                }
+
+                var addOption = $('#client_id option[value="add_client"]');
+                if (addOption.length > 0) {
+                    addOption.remove();
+                }
+
+
+            }
+
+            if(lead_type != 1){
+                dataIncrement = 1;
+                // updateRenewalFields(dataIncrement);
+
+                let incurred_claim_date_id = 'incurred_claim_date';
+                var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
+                    dateFormat: "d/m/Y",
+                    allowInput: false,
+                });
             }
 
             var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
                 dateFormat: "d/m/Y",
                 allowInput: false
             });
+
+            document.getElementById('source_policy_start_date').readOnly = true;
+            document.getElementById('source_policy_end_date').readOnly = true;
+
+            $('#source_policy_start_date, #source_policy_end_date').addClass('readonly-select');
+
+            $('#client_id').select2();
+            $('#client_branch_id').select2();
+            $('#source_policy_id').val("");
+
+            console.log('---- completed ----')
         });
 
         console.log('increment count for insurer and tpa ', increment);
@@ -391,8 +542,14 @@
         $('#tpa_' + increment).select2();
         $('#proposed_insurer').select2();
         $('#proposed_tpa').select2();
-    })
+        $('#client_id').select2();
+        $('#client_branch_id').select2();
+        $('#source_policy_id').val("");
 
+        console.log('---- completed ----')
+
+       
+    })       
     //------------------------------ GET DATA ( EDIT, BRANCH, POLICY ) ---------------------------------------------------------------------------
 
     //view and edit Lead data function
@@ -453,7 +610,7 @@
 
                             updateRenewalFields(dataIncrement);
                             let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
-                            let premium_date_id = 'premium_date_' + dataIncrement;
+                            // let premium_date_id = 'premium_date_' + dataIncrement;
 
                             var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
                                 dateFormat: "d/m/Y",
@@ -466,26 +623,26 @@
                                     let increment = this.input.id.split('_').pop();
                                     console.log('Extracted increment:', increment);
 
-                                    var policyStartDate = $("#policy_start_date_" + increment)
-                                        .length ?
-                                        $("#policy_start_date_" + increment) :
-                                        $("#policy_start_date");
-
+                                    let lead_type = $('#lead_type').val();
+                                    var policyStartDate = $("#source_policy_start_date");
+                                    if(lead_type == 3){
+                                        policyStartDate = $("#policy_start_date");
+                                    }
                                     console.log('Selected Dates:', selectedDates);
                                     console.log('policy start date instance', policyStartDate)
                                     console.log('Policy Start Date:', policyStartDate.val());
 
                                     // Recalculate policy_run_days if policy start date is already selected
-                                    if (policyStartDate.val()) {
-                                        calculatePolicyRunDays(increment);
-                                    }
+                                    // if (policyStartDate.val()) {
+                                    //     calculatePolicyRunDays(increment);
+                                    // }
                                 }
                             });
 
-                            var premium_date_datepicker = flatpickr("#" + premium_date_id, {
-                                dateFormat: "d/m/Y",
-                                allowInput: false
-                            });
+                            // var premium_date_datepicker = flatpickr("#" + premium_date_id, {
+                            //     dateFormat: "d/m/Y",
+                            //     allowInput: false
+                            // });
 
                             $('#proposed_insurer_' + dataIncrement).select2();
                             $('#proposed_tpa_' + dataIncrement).select2();
@@ -565,10 +722,15 @@
         });
     }
 
+    var allContacts = "";
     //client branch data
-    function getBranchData(input) {
+    function getBranchData(input, inputType) {
 
-        var client_branch_id = $(input).val();
+        if (inputType == 1 ) {
+            var client_branch_id = $(input).val();
+        } else {
+            client_branch_id = input;
+        }
 
         if (client_branch_id) {
 
@@ -589,9 +751,29 @@
                         $('#pan').val(res.data.pan);
                         $('#branch_name').val(res.data.branch_name);
                         $('#branch_code').val(res.data.branch_code);
-                        $('#contact_person_name').val(res?.contact?.name || '');
-                        $('#contact_person_mobile').val(res?.contact?.mobile || '');
-                        $('#contact_person_email').val(res?.contact?.email || '');
+                        allContacts = res.contact;  
+                        $('#contact_person_summary').empty();
+                        $('#contact_person_summary').append($('<option>', {
+                                value: "", 
+                                text: "Select a Contact"
+                        }));
+
+                        res.contact.forEach((value, key) => {
+
+                            if (value.name && value.email) {
+
+                                let display_value = `${value.name} - ${value.email} - ${value.mobile}`;
+
+                                $('#contact_person_summary').append($('<option>', {
+                                    value: key, // index or key in array/object
+                                    text: display_value
+                                }));
+                            }
+                            
+                        });                    
+                        // $('#contact_person_name').val(res?.contact?.name || '');
+                        // $('#contact_person_mobile').val(res?.contact?.mobile || '');
+                        // $('#contact_person_email').val(res?.contact?.email || '');
 
 
                         $('#pan').prop('readOnly', true);
@@ -651,6 +833,12 @@
 
                     if (res.status === true && res.data) {
 
+                        console.log("res.data.source_policy_start_date", res.data.source_policy_start_date)
+                        console.log("res.data.source_policy_end_date", res.data.source_policy_end_date)
+                        
+                        $('#source_policy_start_date').val(res.data.source_policy_start_date);
+                        $('#source_policy_end_date').val(res.data.source_policy_end_date);
+
                         for (let i = 1; i <= increment_count; i++) {
 
                             $(`#policy_type_id`).removeClass('readonly-select ').select2();
@@ -682,6 +870,7 @@
                             $(`#proposed_tpa_${i}`).addClass('readonly-select ').select2('destroy');
 
                         }
+
                     } else {
                         console.warn('Invalid response:', res.message || 'Unknown error');
                         // Reset fields if response is invalid
@@ -694,6 +883,7 @@
                         }
                     }
 
+
                     // Hide loader
                     $('.loader').fadeOut();
                     $('.loader-mask').delay(350).fadeOut('slow');
@@ -758,6 +948,7 @@
                 console.log(response.message, 'SUCCESS');
                 $('#appendArea_' + dataIncrement).append(response.data);
 
+                console.log("Policy Type ID : ",policy_type_id);
                 if (policy_type_id == 1 || policy_type_id == 6 || policy_type_id == 7) {
 
                     let newId = 'appendAreaForClaim_' + dataIncrement;
@@ -787,7 +978,7 @@
 
                         updateRenewalFields(dataIncrement);
                         let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
-                        let premium_date_id = 'premium_date_' + dataIncrement;
+                        // let premium_date_id = 'premium_date_' + dataIncrement;
 
                         var incurred_claim_datepicker = flatpickr("#" + incurred_claim_date_id, {
                             dateFormat: "d/m/Y",
@@ -800,25 +991,26 @@
                                 let increment = this.input.id.split('_').pop();
                                 console.log('Extracted increment:', increment);
 
-                                var policyStartDate = $("#policy_start_date_" + increment).length ?
-                                    $("#policy_start_date_" + increment) :
-                                    $("#policy_start_date");
-
+                                var policyStartDate = $("#source_policy_start_date");
+                                if(lead_type == 3){
+                                    policyStartDate = $("#policy_start_date");
+                                }
+                                
                                 console.log('Selected Dates:', selectedDates);
                                 console.log('policy start date instance', policyStartDate)
                                 console.log('Policy Start Date:', policyStartDate.val());
 
                                 // Recalculate policy_run_days if policy start date is already selected
-                                if (policyStartDate.val()) {
-                                    calculatePolicyRunDays(increment);
-                                }
+                                // if (policyStartDate.val()) {
+                                //     calculatePolicyRunDays(increment);
+                                // }
                             }
                         });
 
-                        var premium_date_datepicker = flatpickr("#" + premium_date_id, {
-                            dateFormat: "d/m/Y",
-                            allowInput: false
-                        });
+                        // var premium_date_datepicker = flatpickr("#" + premium_date_id, {
+                        //     dateFormat: "d/m/Y",
+                        //     allowInput: false
+                        // });
 
                         $('#proposed_insurer_' + dataIncrement).select2();
                         $('#proposed_tpa_' + dataIncrement).select2();
@@ -868,7 +1060,7 @@
                     <?php
                     if (isset($policy_type) && count($policy_type)) {
                         foreach ($policy_type as $value) {
-                            if ($value['allocg'] != "Non-EB") {
+                            if ($value['allocg'] != "Non-EB" && $value['allocg'] != "Marine") {
                                 echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
                             }
                         }
@@ -907,7 +1099,7 @@
             
             <div class="form-group col-md-3">
                 <label for="">Date of Commencement <span class="text-danger"></span></label>
-                <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC">
+                <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" onchange="calculatePolicyMetrics(this)">
             </div>
 
             <div class="form-group col-md-3">
@@ -917,12 +1109,8 @@
 
             <div id="appendArea_${increment}" class = "form-group col-md-12 appendArea"></div>
 
-            <div class="form-group col-md-3">
-                <label for="file_upload">File Upload<span class="text-danger"></span></label>
-                <input type="file" class="form-control" id="file_name_${increment}" name="file_name[]" accept=".xls,.xlsx">
-                <span class="text-danger" id="file_name_display"></span>
-            </div>
-
+            <div id="multiFileAppendArea_${increment}"></div>
+                
              <div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
                 <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
                 <a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput(1)">+</a>
@@ -931,6 +1119,8 @@
 
         container.appendChild(newRow);
 
+        //append mutli file html
+        addFileField(increment);
 
         var lead_type = $('#lead_type').val();
         leadTypeBsedHideAndShow(lead_type)
@@ -970,16 +1160,16 @@
                     console.log(increment); // Outputs: 1
 
 
-                    console.log('increment', increment);
-                    console.log('policy_start_datePicker selectedDates', selectedDates);
-                    console.log('policy_start_datePicker incurred_claim_date_', $("#incurred_claim_date_" +
-                        increment).val());
+                    // console.log('increment', increment);
+                    // console.log('policy_start_datePicker selectedDates', selectedDates);
+                    // console.log('policy_start_datePicker incurred_claim_date_', $("#incurred_claim_date_" +
+                    //     increment).val());
 
                     // Recalculate policy_run_days if incurred claim date is already selected
-                    if ($("#incurred_claim_date_" + increment).val()) {
-                        console.log('policy_start_datePicker selectedDates', selectedDates);
-                        calculatePolicyRunDays(increment);
-                    }
+                    // if ($("#incurred_claim_date_" + increment).val()) {
+                    //     console.log('policy_start_datePicker selectedDates', selectedDates);
+                    //     calculatePolicyRunDays(increment);
+                    // }
                 }
             });
         }
@@ -1048,103 +1238,274 @@
     //------------------------ CALCULATION ---------------------------------------------------------------------------------
 
 
-    function calculatePolicyRunDays(increment) {
+    // function calculatePolicyRunDays(increment) {
 
-        console.log('calculatePolicyRunDays function called');
-        console.log('increment', increment);
+    //     // console.log('calculatePolicyRunDays function called');
+    //     // console.log('increment', increment);
+    //     // let lead_type = $('#lead_type').val();
+    //     // var policyStartDate = $("#source_policy_start_date");
+    //     // if(lead_type == 3){
+    //     //     policyStartDate = $("#policy_start_date");
+    //     // }
+    //     // var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
+    //     // var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
 
-        var policyStartDate = $("#policy_start_date_" + increment).length ?
-            $("#policy_start_date_" + increment) :
-            $("#policy_start_date");
+    //     // console.log('policyStartDate', policyStartDate)
+    //     // console.log('incurredClaimDate', incurredClaimDate)
 
-        var policyStartDate = flatpickr.parseDate(policyStartDate.val(), "d/m/Y");
-        var incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
+    //     // if (policyStartDate && incurredClaimDate) {
+    //     //     var timeDiff = Math.abs(policyStartDate - incurredClaimDate); // Time difference in milliseconds
+    //     //     console.log('timeDiff', timeDiff);
+    //     //     var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1); // Convert to days and add 1
+    //     //     console.log('daysDiff', daysDiff);
+    //     //     $("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
+    //     // }
+    // }
 
-        console.log('policyStartDate', policyStartDate)
-        console.log('incurredClaimDate', incurredClaimDate)
+    // function incurredClaimSum(input) {
+
+    //     // let increment = input.id.split('_').pop(); // Extract the increment part
+    //     // console.log('increment', increment);
+
+    //     // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
+    //     // let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
+    //     // console.log('paid_claims', paid_claims);
+
+    //     // let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
+    //     // console.log('outstanding_claims', outstanding_claims);
+
+    //     // // Calculate the incurred claim
+    //     // let incurred_claims = paid_claims + outstanding_claims;
+    //     // console.log('incurred_claims', incurred_claims);
+
+    //     // // Set the calculated value
+    //     // $('#incurred_claims_' + increment).val(incurred_claims);
+
+    //     // // ------------------------------------------------------------------------------------------
+
+    //     // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
+    //     // console.log('policy_run_days', policy_run_days);
+    //     // console.log('incurred claims ' + incurred_claims);
+    //     // // Prevent division by zero in annualised claims calculation
+    //     // let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
+    //     // let annualised_claims_roundoff = Math.round(annualised_claims);
+    //     // console.log('annualised_claims', annualised_claims_roundoff);
+
+    //     // $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
+
+    //     // // ------------------------------------------------------------------------------------------
+
+    //     // // Prevent division by zero in incurred claim ratio calculation
+    //     // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
+    //     // let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
+    //     //     ? (annualised_claims / premium_as_on_date)
+    //     //     : 0;
+
+    //     // let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio)
+    //     //     ? Math.round(incurred_claim_ratio)
+    //     //     : 0;
+
+    //     // console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
+
+    //     // $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
+
+    //     // // ------------------------------------------------------------------------------------------
+
+    //     // let earnedPremium = parseFloat($('#earned_premium_' + increment).val()) || 0;
+    //     // console.log('earnedPremium:', earnedPremium);
+
+    //     // // Prevent division by zero
+    //     // let earnedClaimsRatio = earnedPremium > 0 ? annualised_claims / earnedPremium : 0;
+
+    //     // // Round to nearest integer
+    //     // let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
+    //     // console.log('earnedClaimsRatio:', earnedClaimsRatio);
+
+    //     // // Set the value to the corresponding input
+    //     // $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
+
+    // }
+
+    // function earnedPremiumCalc(input) {
+
+    //     // let increment = input.id.split('_').pop(); // Extract the increment part
+    //     // console.log('increment', increment);
+
+    //     // let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
+
+    //     // // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
+    //     // let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
+    //     // console.log('premium_at_inception', premium_at_inception);
+
+    //     // let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
+    //     // console.log('policy_run_days', policy_run_days);
+
+    //     // // Prevent division by zero and calculate earned premium
+    //     // let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
+    //     // console.log('earned_premium', earned_premium);
+    //     // let earned_premium_roundoff = Math.round(earned_premium);
+    //     // // Set the calculated value with two decimal places
+    //     // $('#earned_premium_' + increment).val(earned_premium_roundoff);
+    // }
+
+    function calculatePolicyMetrics(input) {
+
+        let lead_type = $('#lead_type').val();
+        console.log('Lead Type:', lead_type);
+
+        let increment = input.id.split('_').pop(); // Extract increment
+        if(lead_type != 1){
+            increment = "1";
+        }
+
+        console.log('--- calculatePolicyMetrics called ---');
+        console.log('Input ID:', input.id);
+        console.log('Increment:', increment);
+
+        let sourcePolicyDateVal = $('#source_policy_start_date').val()?.trim();
+        let policyStartDateVal = $('#policy_start_date').val()?.trim();
+        let policyStartDateInput = null;
+
+        if (sourcePolicyDateVal) {
+            policyStartDateInput = $('#source_policy_start_date');
+            console.log('Using Source Policy Start Date:', sourcePolicyDateVal);
+        } else if (policyStartDateVal) {
+            policyStartDateInput = $('#policy_start_date');
+            console.log('Using Policy Start Date:', policyStartDateVal);
+        } else {
+            toastr.warning('Policy start date or Date of Commencement is empty. Please fill in the date field.', "WARNING.. !");
+            console.warn('Both policy start dates are missing or invalid');
+            $(input).val('');
+            return; // stop further execution
+        }
+
+        // let policyStartDateInput = (lead_type == 3) ? $('#policy_start_date') : $('#source_policy_start_date');
+        console.log('Policy Start Date Input:', policyStartDateInput.val());
+
+        let policyStartDate = flatpickr.parseDate(policyStartDateInput.val(), "d/m/Y");
+        let incurredClaimDate = flatpickr.parseDate($("#incurred_claim_date_" + increment).val(), "d/m/Y");
+
+        console.log('Parsed Policy Start Date:', policyStartDate);
+        console.log('Parsed Incurred Claim Date:', incurredClaimDate);
 
         if (policyStartDate && incurredClaimDate) {
-            var timeDiff = incurredClaimDate - policyStartDate; // Time difference in milliseconds
-            console.log('timeDiff', timeDiff);
-            var daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24)); // Convert to days and add 1
-            console.log('daysDiff', daysDiff);
-            $("#policy_run_days_" + increment).val(daysDiff); // Set value in the policy_run_days_ input
+            let timeDiff = Math.abs(incurredClaimDate - policyStartDate);
+            console.log('Time Difference (ms):', timeDiff);
+
+            let daysDiff = Math.ceil(timeDiff / (1000 * 60 * 60 * 24) + 1);
+            console.log('Policy Run Days:', daysDiff);
+
+            $('#policy_run_days_' + increment).val(daysDiff);
         }
-    }
 
-    function incurredClaimSum(input) {
-
-        let increment = input.id.split('_').pop(); // Extract the increment part
-        console.log('increment', increment);
-
-        // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
         let paid_claims = Number($('#paid_claims_' + increment).val()) || 0;
-        console.log('paid_claims', paid_claims);
-
         let outstanding_claims = Number($('#outstanding_claims_' + increment).val()) || 0;
-        console.log('outstanding_claims', outstanding_claims);
+        console.log('Paid Claims:', paid_claims);
+        console.log('Outstanding Claims:', outstanding_claims);
 
-        // Calculate the incurred claim
         let incurred_claims = paid_claims + outstanding_claims;
-        console.log('incurred_claims', incurred_claims);
-
-        // Set the calculated value
+        console.log('Incurred Claims:', incurred_claims);
         $('#incurred_claims_' + increment).val(incurred_claims);
 
-        // ------------------------------------------------------------------------------------------
-
         let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
-        console.log('policy_run_days', policy_run_days);
-        console.log('incurred claims ' + incurred_claims);
-        // Prevent division by zero in annualised claims calculation
-        let annualised_claims = policy_run_days > 0 ? incurred_claims / policy_run_days * 365 : 0;
-        let annualised_claims_roundoff = Math.round(annualised_claims);
-        console.log('annualised_claims', annualised_claims_roundoff);
+        console.log('Policy Run Days (Final):', policy_run_days);
 
+        let annualised_claims = policy_run_days > 0 ? (incurred_claims / policy_run_days) * 365 : 0;
+        let annualised_claims_roundoff = Math.round(annualised_claims);
+        console.log('Annualised Claims:', annualised_claims);
+        console.log('Annualised Claims (Rounded):', annualised_claims_roundoff);
         $('#annualised_claims_' + increment).val(annualised_claims_roundoff);
 
-        // ------------------------------------------------------------------------------------------
-
-        // Prevent division by zero in incurred claim ratio calculation
-        let incurred_claim_ratio = annualised_claims > 0 ? incurred_claims / annualised_claims : 0;
-        let incurred_claim_ratio_roundoff = Math.round(incurred_claim_ratio);
-        console.log('incurred_claim_ratio', incurred_claim_ratio_roundoff);
+        let premium_as_on_date = Number($('#premium_date_' + increment).val()) || 0;
+        console.log('Premium as on Date:', premium_as_on_date);
 
+        let incurred_claim_ratio = (annualised_claims > 0 && premium_as_on_date > 0)
+            ? (annualised_claims / premium_as_on_date)
+            : 0;
+        let incurred_claim_ratio_roundoff = isFinite(incurred_claim_ratio) ? Math.round(incurred_claim_ratio) : 0;
+        console.log('Incurred Claim Ratio:', incurred_claim_ratio);
+        console.log('Incurred Claim Ratio (Rounded):', incurred_claim_ratio_roundoff);
         $('#incurred_claims_ratio_' + increment).val(incurred_claim_ratio_roundoff);
 
-        // ------------------------------------------------------------------------------------------
-
-        let earned_premium = Number($('#earned_premium_' + increment).val()) || 0;
-        console.log('earned_premium', earned_premium);
-
-        // Prevent division by zero in earned claims ratio calculation
-        let earned_claims_ratio = earned_premium > 0 ? incurred_claims / earned_premium : 0;
-        let earned_claims_ration_roundoff = Math.round(earned_claims_ratio);
-        console.log('earned_claims_ratio', earned_claims_ratio);
-
-        $('#earned_claims_ratio_' + increment).val(earned_claims_ration_roundoff);
-    }
-
-    function earnedPremiumCalc(input) {
-
-        let increment = input.id.split('_').pop(); // Extract the increment part
-        console.log('increment', increment);
-
-        // Retrieve and convert the values to numbers, fallback to 0 if empty or invalid
-        let premium_at_inception = Number($('#premium_at_inception_' + increment).val()) || 0;
-        console.log('premium_at_inception', premium_at_inception);
-
-        let policy_run_days = Number($('#policy_run_days_' + increment).val()) || 0;
-        console.log('policy_run_days', policy_run_days);
-
-        // Prevent division by zero and calculate earned premium
-        let earned_premium = policy_run_days > 0 ? premium_at_inception / policy_run_days : 0;
-        console.log('earned_premium', earned_premium);
+        let earned_premium = premium_as_on_date > 0 ? (premium_as_on_date / 365) * 364 : 0;
         let earned_premium_roundoff = Math.round(earned_premium);
-        // Set the calculated value with two decimal places
+        console.log('Earned Premium:', earned_premium);
+        console.log('Earned Premium (Rounded):', earned_premium_roundoff);
         $('#earned_premium_' + increment).val(earned_premium_roundoff);
+
+        let earnedClaimsRatio = earned_premium > 0 ? annualised_claims / earned_premium : 0;
+        let earnedClaimsRatioRounded = Math.round(earnedClaimsRatio);
+        console.log('Earned Claims Ratio:', earnedClaimsRatio);
+        console.log('Earned Claims Ratio (Rounded):', earnedClaimsRatioRounded);
+        $('#earned_claims_ratio_' + increment).val(earnedClaimsRatioRounded);
+
+        console.log('--- End of calculatePolicyMetrics ---\n');
     }
 
+
+    $(document).on("input", "#incept_emp_count, #incept_dept_count, #renewal_emp_count, #renewal_dept_count, #exp_emp_count, #exp_dept_count", function() {
+        calculateTotalLives(this);
+    });
+
+    function calculateTotalLives(input) {
+
+        var lead_type = $('#lead_type').val();
+
+        if (lead_type == 1) {
+
+            let formRow = input.closest('.form-row');
+
+            if (formRow) {
+                // Get the employee count and dependent count within the same row
+                let empCountInput = formRow.querySelector('[name="incept_emp_count[]"]');
+                let depCountInput = formRow.querySelector('[name="incept_dept_count[]"]');
+                let totalLivesInput = formRow.querySelector('[name="incept_no_of_lives[]"]');
+
+                // Parse the input values as integers, defaulting to 0 if empty
+                let empCount = empCountInput ? parseInt(empCountInput.value) || 0 : 0;
+                let depCount = depCountInput ? parseInt(depCountInput.value) || 0 : 0;
+
+                // Calculate total lives
+                let totalLives = empCount + depCount;
+
+                // Set the total lives input value
+                if (totalLivesInput) {
+                    totalLivesInput.value = totalLives;
+                }
+            }
+
+
+        } else {
+            console.log("Function Called");
+
+            if (input.id === "incept_emp_count" || input.id === "incept_dept_count") {
+                var incept_emp_count = parseInt($("#incept_emp_count").val()) || 0;
+                var incept_dept_count = parseInt($("#incept_dept_count").val()) || 0;
+
+                var totalCount = incept_emp_count + incept_dept_count;
+                $("#incept_no_of_lives").val(totalCount);
+
+            } else if (input.id === "renewal_emp_count" || input.id === "renewal_dept_count") {
+                var renewal_emp_count = parseInt($("#renewal_emp_count").val()) || 0;
+                var renewal_dept_count = parseInt($("#renewal_dept_count").val()) || 0;
+
+                var totalCount = renewal_emp_count + renewal_dept_count;
+                $("#renewal_no_of_lives").val(totalCount);
+
+            } else {
+                var exp_emp_count = parseInt($("#exp_emp_count").val()) || 0;
+                var exp_dept_count = parseInt($("#exp_dept_count").val()) || 0;
+
+                var totalCount = exp_emp_count + exp_dept_count;
+                $("#exp_no_of_lives").val(totalCount);
+            }
+        }
+
+
+    }
+
+
+
     //------------------------ FORM SUBMIT ---------------------------------------------------------------------------------
 
     $("#leads_form_id").submit(function(event) {
@@ -1452,7 +1813,7 @@
             $('.freshFields').find('select, input').attr('required', 'required');
             $('.freshFields').show();
 
-            $('.proposed_div').hide().find('select, input').removeAttr('required');
+            // $('.proposed_div').hide().find('select, input').removeAttr('required');
 
             if (resetValues) {
 
@@ -1484,13 +1845,41 @@
             $('.freshFields').hide();
 
             $('.renewalFields').show();
-            $('.renewalFields').find('select, input').attr('required', 'required');
 
-            $('.proposed_div').show().find('select, input').attr('required', 'required');
+            if (value != 3) {
+                $('.renewalFields').find('select, input').attr('required', 'required');
+                $("#source_policy_id").removeAttr("required");
+                $("#source_policy_start_date").removeAttr("required");
+                $("#source_policy_end_date").removeAttr("required");
+
+                $('#source_policy_id').show();
+                $('#source_policy_start_date').show();
+                $('#source_policy_end_date').show();
+
+                $('#source_policy_id').closest('.form-group').show();
+                $('#source_policy_start_date').closest('.form-group').show();
+                $('#source_policy_end_date').closest('.form-group').show();
+
+            }else{
+
+                $('#source_policy_id').hide();
+                $('#source_policy_start_date').hide();
+                $('#source_policy_end_date').hide();
+
+                $('#source_policy_id').closest('.form-group').hide();
+                $('#source_policy_start_date').closest('.form-group').hide();
+                $('#source_policy_end_date').closest('.form-group').hide();
+            }
+
+            // $('.proposed_div').show().find('select, input').attr('required', 'required');
 
             $('#policy_end_date').removeAttr('required');
             $('#policy_start_date').removeAttr('required');
             $('#claims').removeAttr('required');
+            $('#source_policy_start_date').attr('readonly', 'readonly');
+            $('#source_policy_end_date').attr('readonly', 'readonly');
+
+            console.log('readonly set', $('#source_policy_start_date').prop('readonly')); // should print true
 
             if (resetValues) {
 
@@ -1532,6 +1921,7 @@
     }
 
     function updateRenewalFields(increment) {
+        console.log('updateRenewalFields function called');
         $(".renewalCalculation input, .renewalCalculation select").each(function() {
             let oldId = $(this).attr("id");
             if (oldId) {
@@ -1540,4 +1930,8 @@
             }
         });
     }
+
+    //-----------------------------------------------------------------------------------------------------------
+
+
 </script>

app/Views/leads_form_handler.php

@@ -83,6 +83,10 @@ if (isset($selected_lead_type)) {
     var client_list = ''; // local variable for storing the client branch list
     var branch_list = ''; // local variable for storing the client branch list
     var policy_list = ''; // local variable for storing the client policy list
+    var temp_client_id = 0;
+    var temp_branch_id = 0;
+    var selected_lead_form_type = <?= isset($selected_lead_type) ? $selected_lead_type : 0 ?>;
+    var fileIndex = 1; // Initialize index
 
 
     // select2 document ready
@@ -146,8 +150,20 @@ if (isset($selected_lead_type)) {
     }
 
     function appendClients(data) {
+        // console.log("lead_type",lead_type.value);
+
         $('#client_id').empty();
 
+        if (lead_type.value == 3) {
+            if ($('#client_id option[value="add_client"]').length === 0) {
+
+                $('#client_id').prepend($('<option>', {
+                    value: 'add_client',
+                    text: '+ Add Client'
+                }));
+            }
+        }
+
         $('#client_id').append($('<option>', {
             value: '',
             text: 'Select Client'
@@ -187,7 +203,9 @@ if (isset($selected_lead_type)) {
     }
 
     function appendRenewalPolicies(data) {
+
         console.log('appendRenewalPolicies', data);
+        console.log('selected_lead_form_type', selected_lead_form_type);
 
         $('#source_policy_id').empty();
 
@@ -195,16 +213,27 @@ if (isset($selected_lead_type)) {
             value: '',
             text: 'Select Policy',
         }));
-
+        
         $.each(data, function(index, item) {
+            let shouldAppend = false;
 
-            var option = $('<option>', {
-                value: item.id,
-                text: item.policy_type + '-' + item.policy_no,
-            });
+            if (selected_lead_form_type == 1) {
+                shouldAppend = (item.allocg !== "Non-EB" && item.allocg !== "Marine");
+            } else if (selected_lead_form_type == 2) {
+                shouldAppend = (item.allocg === "Non-EB" || item.allocg === "Marine");
+            } else {
+                shouldAppend = true;
+            }
 
-            $('#source_policy_id').append(option);
+            if (shouldAppend) {
+                const option = $('<option>', {
+                    value: item.id,
+                    text: item.policy_type + ' - ' + item.policy_no,
+                });
+                $('#source_policy_id').append(option);
+            }
         });
+
     }
 
     //--------------------------------------------------------------------------------------------------------
@@ -214,6 +243,16 @@ if (isset($selected_lead_type)) {
         $('#client_id').change(function() {
 
             let client_id = $(this).val();
+
+
+            if (client_id == 'add_client') {
+                // alert("Hello");
+                var myModal = new bootstrap.Modal(document.getElementById('upload_enrollment_model'));
+                myModal.show();
+                // $('#upload_enrollment_model').modal('toggle');
+                return;
+            }
+
             console.log("client_id", client_id)
             let client_type = $('#client_id option:selected').data('ct');
 
@@ -222,14 +261,40 @@ if (isset($selected_lead_type)) {
                 let data = branch_list[client_id];
                 appendBranch(data);
             } else {
-                toastr.warning("No Branch Found for the selected Client", 'Warning');
+                if (temp_client_id == 0) {
+                    console.log("Step 1: temp_client_id is 0 - No Branch Found for the selected Client");
+                    console.log('second client_id', client_id);
+                    if (client_id == null || client_id == 0) {
+                        console.log("Step 2: client_id is null or 0 - Setting temp_client_id to 0");
+                        temp_client_id = 0;
+                    } else {
+                        console.log("Step 3: client_id exists - Assigning temp_client_id = client_id");
+                        temp_client_id = client_id;
+                        toastr.warning("No Branch Found for the selected Client", 'Warning');
+                    }
+                } else {
+                    console.log("Step 4: temp_client_id is not 0 - Showing warning");
+                    toastr.warning("No Branch Found for the selected Client", 'Warning');
+                }
             }
 
         })
 
+        $("#contact_person_summary").change(function () {
+            let selectedKey = $(this).val();
+
+            if (allContacts[selectedKey]) {
+                $('#contact_person_name').val(allContacts[selectedKey].name || '');
+                $('#contact_person_mobile').val(allContacts[selectedKey].mobile || '');
+                $('#contact_person_email').val(allContacts[selectedKey].email || '');
+            }
+        });
+
+
         $('#client_branch_id').change(function() {
 
             let client_branch_id = $(this).val();
+            console.log('client_branch_id', client_branch_id);
 
             if (policy_list[client_branch_id] != '' && policy_list[client_branch_id] != null &&
                 client_branch_id != '' && client_branch_id != null) {
@@ -238,7 +303,29 @@ if (isset($selected_lead_type)) {
                 appendRenewalPolicies(data);
             } else {
                 $('#source_policy_id').empty();
-                toastr.warning("No Policies Found for the selected Branch", 'Warning');
+
+                // let lead_type = data.lead_type || null;
+                if (temp_branch_id == 0) {
+                    console.log("Step 1: temp_branch_id is 0 - No Policies Found for the selected branch");
+                    console.log('second client_branch_id', client_branch_id);
+                    if (client_branch_id == null || client_branch_id == 0) {
+                        console.log("Step 2: client_branch_id is null or 0 - Setting temp_branch_id to 0");
+                        temp_branch_id = 0;
+                    } else {
+                        console.log("Step 3: v exists - Assigning temp_branch_id = client_branch_id");
+                        temp_branch_id = client_id;
+                        if (lead_type != 3) {
+
+                            toastr.warning("No Policies Found for the selected Branch", 'Warning');
+                        }
+                    }
+                } else {
+                    console.log("Step 4: temp_branch_id is not 0 - Showing warning");
+                    if (lead_type != 3) {
+                            
+                        toastr.warning("No Policies Found for the selected Branch", 'Warning');
+                    }
+                }
             }
 
         })
@@ -263,6 +350,153 @@ if (isset($selected_lead_type)) {
         $('#salse_person_id').trigger('change');
     }
 
+    // function validateInput(input, table, field){
+
+    //     let value = $(input).val();
+    //     let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
+
+    //     let message = "Value is duplicate!";
+    //     if(label){
+    //         message = label + " already exists!";
+    //     }
+
+    //     checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
+    //         if (isDuplicate) {
+    //             toastr.warning(message, 'WARNING');
+    //             $(input).val('')
+    //         } 
+    //     });
+
+    // }
+
+    // --------------------------------------------------------------------------------------------------------
+
+    function addFileField(increment) {
+
+        console.log('addFileField function called');
+
+        const container = document.getElementById(`multiFileAppendArea_${increment}`);
+        if (!container) return;
+
+        const div = document.createElement("div");
+        div.className = "form-row d-flex align-items-end";
+        div.setAttribute("id", `fileField_${fileIndex}`);
+        
+        let isFirstField = container.childElementCount === 0; // Check if it's the first field
+        let placeholder = isFirstField ? 'First file must be Demography.' : '';
+        let accept = isFirstField ? '.xls,.xlsx' : '';
+
+        
+        if(selected_lead_form_type != 1){
+            placeholder =  '';
+            accept = '';
+        }
+
+        let sample_dwn_link = "";
+        if(selected_lead_form_type == 1 && isFirstField == 1){
+            sample_dwn_link = '&nbsp;[ <a href="<?= base_url("util/download-excel/member_data"); ?>" id="excel_download" data-toggle="tooltip" data-placement="top" title="Download Sample Excel">Sample Excel</a> ]';
+        }
+
+        
+        div.innerHTML = `
+            <div class="form-group col-md-5">
+                <label>Document Name ${sample_dwn_link}<span class="text-danger"></span></label>
+                <input type="text" class="form-control" name="docs_name_${increment}[]" placeholder="${placeholder}">
+            </div>
+            <div class="form-group col-md-5">
+                <label>File Upload<span class="text-danger"></span></label>
+                <input type="file" class="form-control" id="file_name_${fileIndex}" name="file_name_${increment}[]" accept="${accept}">
+            </div>
+            <div class="col-md-2" style="position: relative; bottom: 16px;">
+                <button type="button" class="btn btn-danger" onclick="removeFileField(${fileIndex})">x</button>
+                <button type="button" class="btn btn-primary" onclick="addFileField(${increment})">+</button>
+            </div>
+        `;
+        container.appendChild(div);
+        fileIndex++;
+    }
+
+    function removeFileField(index, lead_file_id = null) {
+
+        if(index  == 1){
+            toastr.warning("You can't remove the first file field", 'WARNING');
+            return false;
+        }
+
+        if(lead_file_id != null) {
+
+            Swal.fire({
+                title: "Do you want to remove this file?",
+                // text: "Do you want Save this!",
+                icon: "warning",
+                showCancelButton: true,
+                confirmButtonColor: "#3085d6",
+                cancelButtonColor: "#d33",
+                confirmButtonText: "Yes, Procced!"
+            }).then((result) => {
+
+                if (result.isConfirmed) {
+
+                    let url = '<?= base_url('util/removeMultiFile') ?>';
+
+                    let requestData = {
+                        lead_file_id: lead_file_id
+                    };
+
+                    $('.loader').fadeIn();
+                    $('.loader-mask').fadeIn();
+
+                    // Send AJAX request
+                    sendAjaxRequestForGlobal(url, 'GET', requestData, function(response) {
+                        console.log('Data fetched successfully:', response);
+
+                        if (response.status == true) {
+                            toastr.success(response.message, 'SUCCESS');
+
+                            //remove the file field
+                            const field = document.getElementById(`fileField_${index}`);
+                            if(index != 1){
+                                if (field) field.remove();
+                            }
+                            
+                        } else {
+                            toastr.error(response.message, 'WARNING');
+                        }
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                    }, function(xhr, status, error) {
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        console.error('Error fetching data:', error);
+                        console.error(xhr.responseText);
+                        toastr.error('An error occurred while checking the CD amount.', 'ERROR');
+                    });
+
+                }else{
+                    return false;
+                }
+
+            });
+
+        }else{
+            const field = document.getElementById(`fileField_${index}`);
+            if(index != 1){
+                if (field) field.remove();
+            }
+        }
+            
+    }
+
+    function showFileName(input, index) {
+        if (input.files.length > 0) {
+            document.getElementById(`file_name_display_${index}`).textContent = input.files[0].name;
+        } else {
+            document.getElementById(`file_name_display_${index}`).textContent = "No file chosen";
+        }
+    }
+
 
 </script>
 
@@ -270,12 +504,26 @@ if (isset($selected_lead_type)) {
 <?php if (isset($lead_edit_data)) { ?>
     <script>
 
-        setTimeout(function(){
-            handleEbAndNonEbEdit(
-                <?= json_encode($lead_edit_data, JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>);
-        }, 1000)
+        var lead_type = "";
+
+        $(document).ready(async function () {
+
+            $('.loader').fadeIn();
+            $('.loader-mask').fadeIn();
+
+            setTimeout(() => {
+                
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+
+                 handleEbAndNonEbEdit(
+                    <?= json_encode($lead_edit_data, JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>
+                );
+            }, 1000);
+        });
 
         function handleEbAndNonEbEdit(data){
+            lead_type = data.lead_type || null;
             if(data.lead_form_type == 1){
                 dynamicLeadsDataForEdit(data)
             }else{
@@ -285,10 +533,15 @@ if (isset($selected_lead_type)) {
         
         function dynamicLeadsDataForEdit(data) {
             try {
+
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+
                 console.log('########### THIS IS EB LEAD ###############')
 
                 console.log('Received data:', data);
                 let dataIncrement = 1;
+                fileIndex = data.lead_file_count + 1;
 
                 if (!data || typeof data !== 'object') {
                     console.error('Invalid data received for editing.');
@@ -297,6 +550,7 @@ if (isset($selected_lead_type)) {
 
                 $('.btnDiv').hide();
                 $('#appendArea_' + dataIncrement).empty();
+               
 
                 if (data.html) {
                     $('#appendArea_' + dataIncrement).append(data.html);
@@ -304,6 +558,15 @@ if (isset($selected_lead_type)) {
                     console.warn('HTML content missing in data.');
                 }
 
+                if (data.multi_file_html && data.multi_file_html != '') {
+                    $('#multiFileAppendArea_' + dataIncrement).empty();
+                    setTimeout(function(){
+                        $('#multiFileAppendArea_' + dataIncrement).append(data.multi_file_html);
+                    }, 2000)
+                } else {
+                    console.warn('MULTI FILE HTML content missing in data.');
+                }
+
                 let policy_type_id = data.policy_type_id || null;
                 let lead_type = data.lead_type || null;
 
@@ -314,6 +577,10 @@ if (isset($selected_lead_type)) {
 
                 leadTypeBsedHideAndShow(lead_type);
 
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+
+
                 if (lead_type == 1) {
                     $('.claim-row').hide();
                 } else {
@@ -325,10 +592,10 @@ if (isset($selected_lead_type)) {
                         $('.gpaClaimFileds').hide();
                         $('.lifeClaimFields').show();
                     } else {
-                        updateRenewalFields(dataIncrement);
+                        // updateRenewalFields(dataIncrement);
                         
                         let incurred_claim_date_id = 'incurred_claim_date_' + dataIncrement;
-                        let premium_date_id = 'premium_date_' + dataIncrement;
+                        // let premium_date_id = 'premium_date_' + dataIncrement;
 
                         if ($('#' + incurred_claim_date_id).length) {
                             flatpickr("#" + incurred_claim_date_id, {
@@ -337,10 +604,7 @@ if (isset($selected_lead_type)) {
                                 onChange: function (selectedDates) {
                                     try {
                                         let increment = this.input.id.split('_').pop();
-                                        let policyStartDate = $("#policy_start_date_" + increment).length 
-                                            ? $("#policy_start_date_" + increment) 
-                                            : $("#policy_start_date");
-
+                                        let policyStartDate = $("#source_policy_start_date");
                                         if (policyStartDate.val()) {
                                             calculatePolicyRunDays(increment);
                                         }
@@ -353,20 +617,55 @@ if (isset($selected_lead_type)) {
                             console.warn(`Incurred claim date field #${incurred_claim_date_id} not found.`);
                         }
 
-                        if ($('#' + premium_date_id).length) {
-                            flatpickr("#" + premium_date_id, {
-                                dateFormat: "d/m/Y",
-                                allowInput: false
-                            });
-                        } else {
-                            console.warn(`Premium date field #${premium_date_id} not found.`);
-                        }
+                        // if ($('#' + premium_date_id).length) {
+                        //     flatpickr("#" + premium_date_id, {
+                        //         dateFormat: "d/m/Y",
+                        //         allowInput: false
+                        //     });
+                        // } else {
+                        //     console.warn(`Premium date field #${premium_date_id} not found.`);
+                        // }
 
+                        // console.log($('#proposed_insurer_' + dataIncrement).length);
                         $('#proposed_insurer_' + dataIncrement).select2();
                         $('#proposed_tpa_' + dataIncrement).select2();
                     }
                 }
 
+                // if (lead_type == 3) {
+                    
+                //     $('#client_id').prepend($('<option>', {
+                //         value: 'add_client',
+                //         text: '+ Add Client'
+                //     }));
+
+                //     console.log("trying to remove required ");
+                //     $("#source_policy_id").prop("required",false);
+                //     $("#source_policy_id").closest("div") .find("label .text-danger").remove();
+
+                    
+                // } else if (lead_type != 3) {
+                //     $("#source_policy_id").prop("required",true);
+                //     $("#source_policy_id").prop("required", true);
+
+                //     // Check if the asterisk doesn't already exist, then add it
+                //     let $label = $("#source_policy_id")
+                //     .closest("div") 
+                //     .find("label");
+
+                //     if ($label.find(".text-danger").length === 0) {
+                //         $label.append(' <span class="text-danger">*</span>');
+                //     }
+
+                //     var addOption = $('#client_id option[value="add_client"]');
+                //     if (addOption.length > 0) {
+                //         addOption.remove();
+                //     }
+
+                //     console.log("rying to remove required and option removed from client")
+
+                // }
+                
                 hide_list_show_add();
 
                 $('#page_title').text('Edit Lead');
@@ -381,25 +680,33 @@ if (isset($selected_lead_type)) {
                 $('#lead_status').val(data.status || '');
                 $('#notes').val(data.notes || '');
 
-                setTimeout(() => {
-                    $('#client_id').val(data.client_id || '').change();
-                    setTimeout(() => {
-                        $('#client_branch_id').val(data.client_branch_id || '').change();
-                        setTimeout(() => {
-                            $('#source_policy_id').val(data.source_policy_id || '');
-                            $('#pan').val(data.pan || '');
-                            $('#gst').val(data.gst || '');
-                            $('#branch_name').val(data.branch_name || '');
-                            $('#branch_code').val(data.branch_code || '');
-                            $('#contact_person_name').val(data.contact_person_name || '');
-                            $('#contact_person_mobile').val(data.contact_person_mobile || '');
-                            $('#contact_person_email').val(data.contact_person_email || '');
-                            $('#policy_type_id_1').val(data.policy_type_id || '').select2();
-                            $('.loader').fadeOut();
-                            $('.loader-mask').delay(350).fadeOut('slow');
-                        }, 1000);
-                    }, 1000);
-                }, 1000);
+                // setTimeout(() => {
+                //     $('#client_id').val(data.client_id || '').change();
+                //     setTimeout(() => {
+                //         $('#client_branch_id').val(data.client_branch_id || '').change();
+                //         setTimeout(() => {
+                //             $('#source_policy_id').val(data.source_policy_id || '');
+                //             $('#source_policy_end_date').val(data.source_policy_end_date || '');
+                //             $('#source_policy_start_date').val(data.source_policy_start_date || '');
+                //             $('#pan').val(data.pan || '');
+                //             $('#gst').val(data.gst || '');
+                //             $('#branch_name').val(data.branch_name || '');
+                //             $('#branch_code').val(data.branch_code || '');
+                //             $('#contact_person_name').val(data.contact_person_name || '');
+                //             $('#contact_person_mobile').val(data.contact_person_mobile || '');
+                //             $('#contact_person_email').val(data.contact_person_email || '');
+                //             $('#policy_type_id_1').val(data.policy_type_id || '').select2();
+                //             $('.loader').fadeOut();
+                //             $('.loader-mask').delay(350).fadeOut('slow');
+                //         }, 1000);
+                //     }, 1000);
+                // }, 5000);
+
+                // setTimeout(() => {
+                populateForm(data);
+
+                // },5000);
+
 
                 let insurer = (data.insurer_branch_id && data.insurer_id) 
                     ? `${data.insurer_branch_id}-${data.insurer_id}` 
@@ -426,6 +733,8 @@ if (isset($selected_lead_type)) {
                 }
             } catch (error) {
                 console.error('Error in dynamicLeadsDataForEdit function:', error);
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
             }
         }
 
@@ -434,6 +743,7 @@ if (isset($selected_lead_type)) {
                 console.log('########### THIS IS NON EB LEAD ###############')
                 console.log('Received data:', data);
                 let dataIncrement = 1;
+                fileIndex = data.lead_file_count + 1;
 
                 if (!data || typeof data !== 'object') {
                     console.error('Invalid data received for editing.');
@@ -441,6 +751,8 @@ if (isset($selected_lead_type)) {
                 }
 
                 $('#appendArea').empty();
+                $('#multiFileAppendArea_' + dataIncrement).empty();
+
 
                 if (data.html) {
                     $('#appendArea').append(data.html);
@@ -448,11 +760,26 @@ if (isset($selected_lead_type)) {
                     console.warn('HTML content missing in data.');
                 }
 
+                if (data.multi_file_html) {
+                    // console.log(data.multi_file_html);
+                    setTimeout(function(){
+                        $('#multiFileAppendArea_' + dataIncrement).append(data.multi_file_html);
+                    }, 1000)
+                } else {
+                    console.warn('MULTI FILE HTML content missing in data.');
+                }
+
                 let policy_type_id = data.policy_type_id || null;
                 let lead_type = data.lead_type || null;
 
                 leadTypeBsedHideAndShow(lead_type);
 
+                if(data.client_id == 0 || data.client_id == null){
+                    temp_client_id = 0;
+                }else{
+                    temp_client_id = data.client_id
+                }
+
 
                 $('#page_title').text('Edit Lead');
                 $('#leads_primarykey').val(data.id || '');
@@ -466,25 +793,33 @@ if (isset($selected_lead_type)) {
                 $('#lead_status').val(data.status || '');
                 $('#notes').val(data.notes || '');
 
-                setTimeout(() => {
-                    $('#client_id').val(data.client_id || '').change();
-                    setTimeout(() => {
-                        $('#client_branch_id').val(data.client_branch_id || '').change();
-                        setTimeout(() => {
-                            $('#source_policy_id').val(data.source_policy_id || '');
-                            $('#pan').val(data.pan || '');
-                            $('#gst').val(data.gst || '');
-                            $('#branch_name').val(data.branch_name || '');
-                            $('#branch_code').val(data.branch_code || '');
-                            $('#contact_person_name').val(data.contact_person_name || '');
-                            $('#contact_person_mobile').val(data.contact_person_mobile || '');
-                            $('#contact_person_email').val(data.contact_person_email || '');
-                            $('#policy_type_id').val(data.policy_type_id || '').select2();
-                            $('.loader').fadeOut();
-                            $('.loader-mask').delay(350).fadeOut('slow');
-                        }, 1000);
-                    }, 1000);
-                }, 2000);
+                // setTimeout(() => {
+                //     $('#client_id').val(data.client_id || '').change();
+                //     setTimeout(() => {
+                //         $('#client_branch_id').val(data.client_branch_id || '').change();
+                //         setTimeout(() => {
+                //             $('#source_policy_id').val(data.source_policy_id || '');
+                //             $('#pan').val(data.pan || '');
+                //             $('#gst').val(data.gst || '');
+                //             $('#branch_name').val(data.branch_name || '');
+                //             $('#branch_code').val(data.branch_code || '');
+                //             $('#contact_person_name').val(data.contact_person_name || '');
+                //             $('#contact_person_mobile').val(data.contact_person_mobile || '');
+                //             $('#contact_person_email').val(data.contact_person_email || '');
+                //             $('#policy_type_id').val(data.policy_type_id || '').select2();
+                //             $('.loader').fadeOut();
+                //             $('.loader-mask').delay(350).fadeOut('slow');
+                //             $(".loss_date").each(function () {
+                //                 flatpickr(this, {
+                //                     dateFormat: "d-m-Y", 
+                //                 });
+                //             });
+                //         }, 1000);
+                //     }, 1000);
+                // }, 2000);
+
+                populateForm(data);
+
 
                 let insurer = (data.insurer_branch_id && data.insurer_id) 
                     ? `${data.insurer_branch_id}-${data.insurer_id}` 
@@ -514,10 +849,105 @@ if (isset($selected_lead_type)) {
                 referenceDiv.innerHTML = '';
                 referenceDiv.insertAdjacentHTML('beforeend', data.claims_details_html);
 
+                console.log("wdesfgefwregfefwregffeegf",data.lead_type);
+                var lead_type_value = data.lead_type;
+
+
+
             } catch (error) {
                 console.error('Error in dynamicLeadsDataForEdit function:', error);
             }
         }
 
+        function waitForDropdownValue(selector, value, callback, retries = 20) {
+
+            const trySet = () => {
+
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+
+                const $el = $(selector);
+                if ($el.find(`option[value="${value}"]`).length > 0) {
+                    $el.val(value).trigger('change');
+                    callback();
+                } else if (retries > 0) {
+                    setTimeout(trySet, 300); // retry without re-passing arguments
+                    retries--;
+                } else {
+                    console.warn(`Value ${value} not found for ${selector}`);
+                    callback(); // Proceed anyway to avoid hanging
+                }
+            };
+
+            trySet();
+        }
+
+        function populateForm(data) {
+
+            let lead_type = data.lead_type || null;
+            waitForDropdownValue('#client_id', data.client_id || '', () => {
+                
+                if (lead_type == 3) {
+                    // Add "+ Add Client" option if not already present
+                    if ($('#client_id option[value="add_client"]').length === 0) {
+                        $('#client_id').prepend($('<option>', {
+                            value: 'add_client',
+                            text: '+ Add Client'
+                        }));
+                    }
+
+                    console.log("Trying to remove 'required' attribute and asterisk");
+                    $("#source_policy_id").prop("required", false);
+                    $("#source_policy_id").closest("div").find("label .text-danger").remove();
+
+                } else {
+
+                    if(lead_type == 2){
+                        $("#source_policy_id").prop("required", true);
+                    }else{
+                        $("#source_policy_id").prop("required", false);
+                    }
+
+                    // Add asterisk if not present
+                    let $label = $("#source_policy_id").closest("div").find("label");
+                    if ($label.find(".text-danger").length === 0) {
+                        $label.append(' <span class="text-danger">*</span>');
+                    }
+
+                    // Remove "+ Add Client" option if exists
+                    $('#client_id option[value="add_client"]').remove();
+
+                    console.log("Set 'required' for source_policy_id and removed add_client option if present");
+                }
+
+                waitForDropdownValue('#client_branch_id', data.client_branch_id || '', () => {
+                    // Fill other form fields
+                    $('#source_policy_id').val(data.source_policy_id || '');
+                    $('#source_policy_end_date').val(data.source_policy_end_date || '');
+                    $('#source_policy_start_date').val(data.source_policy_start_date || '');
+                    $('#pan').val(data.pan || '');
+                    $('#gst').val(data.gst || '');
+                    $('#branch_name').val(data.branch_name || '');
+                    $('#branch_code').val(data.branch_code || '');
+                    $('#contact_person_name').val(data.contact_person_name || '');
+                    $('#contact_person_mobile').val(data.contact_person_mobile || '');
+                    $('#contact_person_email').val(data.contact_person_email || '');
+                    $('#policy_type_id').val(data.policy_type_id || '').select2();
+                    $('#policy_type_id_1').val(data.policy_type_id || '').select2();
+
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+
+                    $(".loss_date").each(function () {
+                        flatpickr(this, {
+                            dateFormat: "d-m-Y"
+                        });
+                    });
+                });
+            });
+        }
+
+
+
     </script>
 <?php } ?>

app/Views/newClientModal.php

@@ -0,0 +1,298 @@
+<!-- Client form content modal-->
+<div class="modal fade" id="upload_enrollment_model" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
+    <div class="modal-dialog modal-dialog-centered">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="myCenterModalLabel">Add New Client</h4>
+                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+            </div>
+            <div class="modal-body" style="overflow-y: auto;height: 90vh;">
+                <form class="parsley-examples" method="post" id="client_form" enctype="multipart/form-data">
+                    <div class="form-group">
+                        
+                        <div class="form-row">
+                            <div class="form-group col-md-12">
+                                <label for="client_name">Client Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="client_name" name="client_name" required>
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Client Short name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="short_name" name="short_name" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="cost_center">PAN</label>
+                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInputForClient(this, 'clients', 'pan')">
+                            </div>
+                        </div>
+
+                        <hr>
+
+                        <!-- Client Type -->
+                        <div class="form-row clienttypediv" style="display: none;">
+
+                            <div class="form-group col-md-6">
+                                <label for="dob">Date of Birth<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="dob" placeholder="DD/MM/YYYY" name="dob" >
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="cost_center">Mobile<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="phone" placeholder="Enter Mobile Number" maxlength="10" name="phone"
+                                onkeypress="return onlyNumbers(event)" onchange="validateInputForClient(this, 'clients', 'phone')">
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="email2">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email2" placeholder="Enter Email" name="email2">
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="aadhar">Aadhar</label>
+                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInputForClient(this, 'clients', 'aadhar')">
+                            </div>
+
+                        </div>
+
+                        <!-- branch -->
+                        <div class="form-row branchdiv">
+
+                            <div class="form-group col-md-12">
+                                <label for="short_name">Entity Type<span class="text-danger">*</span></label>
+                                <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
+                                    <option value="" selected>Select Entity</option>
+                                    <?php
+                                        if (isset($entity) && count($entity)) {
+                                            foreach ($entity as $key => $value) {
+                                                echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
+                                            }
+                                        }
+                                    ?>
+                                </select>                            
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="client_name">Branch Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_name" name="branch_name">
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="branch_code" name="branch_code">
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Name<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="name" name="name">
+                            </div>
+
+                            <div class="form-group col-md-6">
+                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)">
+                            </div>
+                            <div class="form-group col-md-12">
+                                <label for="email">Email<span class="text-danger">*</span></label>
+                                <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email" required>
+                            </div>
+
+                            <div class="form-group col-md-12">
+                                <label for="gst">GST<span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="gst" placeholder="Enter GST Number" oninput="validateInputForClient(this, 'client_branch', 'gst')"
+                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst" data-parsley-trigger="change" data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
+                            </div>
+
+                        </div>
+
+                    </div>
+                    <div class="form-group text-right m-b-0" id="hide_smbt_btn">
+                        <button type="submit" class="btn btn-primary waves-effect waves-light mr-1">Submit</button>
+                    </div>
+                </form>
+            </div>
+        </div><!-- /.modal-content -->
+    </div><!-- /.modal-dialog -->
+</div>
+
+<script>
+    let isGSTValidating = false;
+    let isGSTValid = false;
+
+    function validateInputForClient(input, table, field) {
+        let value = $(input).val();
+        if (!value) return;
+
+        let label = $(input).closest('.form-group').find('label').text().replace('*', '').trim();
+        let message = label ? label + " already exists!" : "Value is duplicate!";
+
+        // Set validating state
+        isGSTValidating = true;
+        isGSTValid = false;
+        $('#hide_smbt_btn button').prop('disabled', true);
+
+        checkDuplicateTableFieldValue(table, field, value, function(isDuplicate) {
+            isGSTValidating = false;
+            if (isDuplicate) {
+                toastr.warning(message, 'WARNING');
+                $(input).val('');
+                isGSTValid = false;
+                } else {
+                    isGSTValid = true;
+                }
+        });
+        $('#hide_smbt_btn button').prop('disabled', false);
+    }
+
+
+
+    $("#client_form").submit(function(event) {
+
+        event.preventDefault();
+    
+        // If GST is currently validating, wait for it to complete
+        if (isGSTValidating) {
+            if($('#Owner_type').val() ==  1){
+                toastr.info('Please wait while we validate your GST number...', 'Validating');
+                return;
+            }else if ($('#client_type').val() ==  1){
+                toastr.info('Please wait while we validate your GST number...', 'Validating');
+                return;
+            }
+        }
+        
+        // If GST validation failed, prevent submission
+        if ($('#gst').val() && !isGSTValid) {
+            toastr.warning('Please fix the GST number before submitting', 'Validation Error');
+            return;
+        }
+
+        let form_type =  $(this).data('id') || 0;
+
+        console.log('onsubmit event', this)
+        console.log('onsubmit event get data value',form_type)
+        console.log('client_type', $('#client_type').val());
+
+        event.preventDefault(); 
+
+
+        $('#aadhar').attr('data-parsley-required', 'false');
+        $('#aadhar').removeAttr('required');
+
+        if($('#Owner_type').val() ==  2){
+            $('#gst').removeAttr('required');
+        }
+
+
+        isClientFormSubmitting = true;
+        var isValid = $('#client_form').parsley().validate();    
+
+        if (!isValid) {
+            var emptyFieldIds = [];
+
+            $('#client_form').parsley().fields.forEach(function(field) {
+                if (!field.isValid()) {
+                    var elem = field.$element;
+                    var id = elem.attr('id') || elem.attr('name');
+                    emptyFieldIds.push(id);
+                }
+            });
+
+            console.log('Empty/Invalid Fields:', emptyFieldIds);
+            return;
+        }
+
+
+        form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        var client_type = $('#client_type').val() || $('#Owner_type').val() || 1;
+        console.log('client_type:', client_type);
+
+        //FORM Data
+        var formData = new FormData($('#client_form')[0]);
+        formData.append('client_type', client_type);
+        console.log("formData : ",formData);
+        // return
+        $.ajax({
+            data:formData,
+            url: form_action,
+            type: "POST",
+            dataType: 'json',
+            processData: false,
+            contentType: false,
+            success: function(res) {
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+                console.log('create_Client_With_Minimal_Data', res)
+
+                if(res.status == true){
+                    getClientAndBranchAndPolicy(res.client_id, res.branch_id);
+
+                    if(form_type != 1){
+
+                        setTimeout(function(){
+
+                            $('#client_id').val(res.client_id).change();
+                            $('#client_id').prepend($('<option>', {
+                                value: 'add_client',
+                                text: '+ Add Client'
+                            }));
+
+                            setTimeout(function(){
+                                
+                                $('#client_branch_id').val(res.branch_id).change();
+                                $('.loader').fadeOut();
+                                $('.loader-mask').delay(350).fadeOut('slow');
+
+                            }, 1000)
+                            
+                        }, 3000)
+
+                    }else{
+
+                        console.log("Couldn't Add Client","Error");
+                    }
+
+                    toastr.success(res.message, 'Success');
+
+                }else{
+                    toastr.error(res.message, 'Error');
+                }
+
+                $('#client_form')[0].reset();
+                $('.close').click();
+
+                if(form_type == 1){
+
+                    var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
+                    myModal.show();
+
+                    $('#client_form').removeAttr('data-id');
+
+                    // Load form data into #vehicle_form from localStorage
+                    setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData", res.client_id);
+                    
+                    setTimeout(function(){
+                        $('#owner').val(res.client_id).change();
+                        $('#owner_branch').val(res.branch_id).change();
+
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+
+                    }, 2000)
+                }
+
+                isClientFormSubmitting = false;
+            },
+            error: function (xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+        });
+    });
+
+</script>

app/Views/notification.php

@@ -10,9 +10,9 @@
         overflow-y: auto !important;
     }
     #editor-container {
-    width: 100%;
-    min-height: 600px;
-}
+        width: 100%;
+        min-height: 600px;
+    }
 
 .modal-dialog {
     max-width: 90% !important;
@@ -31,6 +31,7 @@
     margin: 1.75rem auto;
 }
 
+
 </style>
 <div class="tab-pane fade" id="notification-tab">
     <input type="hidden" id="client_id_for_client_branch" value="<?= isset($notification['id']) ? $notification['id'] : '' ?>" />
@@ -264,7 +265,7 @@
                         <!-- Unlayer editor -->
                         <div class="form-row" id="rac_rate_dropdown">
                             <div class="form-group col-md-12">
-                                <div id="member_welcome_mail_editor_container" style="height: 600px;width:max-content"></div>
+                                <div id="member_welcome_mail_editor_container" style="height: 600px"></div>
                             </div>
                         </div>
 
@@ -360,7 +361,7 @@
                         <!-- Unlayer editor -->
                         <div class="form-row" id="rac_rate_dropdown">
                             <div class="form-group col-md-12">
-                                <div id="member_reminder_mail_editor_container" style="height: 600px;width:max-content"></div>
+                                <div id="member_reminder_mail_editor_container" style="height: 600px"></div>
                             </div>
                         </div>
 
@@ -426,7 +427,7 @@
                                 <select id="member_ecard_mail_customButton" class="form-control" style="border:none;right: 6px;width: auto;position: absolute;z-index: 1;top: 17px;height: 32px;float: right;" onchange="copyToClipboard(this)">
                                     <option value="">PlaceHolders</option>
                                     <?php foreach ($placeHolders as $value): ?>
-                                        <?php if ($value == 'member_name' || $value == 'nhance_logo' || $value == 'client_logo' || $value == 'app_link' || $value == 'client_name' || $value == 'member_summary') { ?>
+                                        <?php if ($value) { ?>
                                             <?php $valueChange = str_replace('_', ' ', $value);
                                             $valueChange = ucwords($valueChange); ?>
                                             <option value="{{<?php echo $value; ?>}}"><?php echo $valueChange; ?></option>
@@ -440,7 +441,7 @@
                         <!-- Unlayer editor -->
                         <div class="form-row" id="rac_rate_dropdown">
                             <div class="form-group col-md-12">
-                                <div id="member_ecard_mail_editor_container" style="height: 600px;width:max-content"></div>
+                                <div id="member_ecard_mail_editor_container" style="height: 600px"></div>
                             </div>
                         </div>
 
@@ -542,7 +543,7 @@
                         <!-- Unlayer editor -->
                         <div class="form-row" id="rac_rate_dropdown">
                             <div class="form-group col-md-12">
-                                <div id="member_review_and_summary_mail_editor_container" style="height: 600px;width:max-content"></div>
+                                <div id="member_review_and_summary_mail_editor_container" style="height: 600px;"></div>
                             </div>
                         </div>
 
@@ -615,7 +616,7 @@
                         <!-- Unlayer editor -->
                         <!-- <div class="form-row" id="rac_rate_dropdown"> -->
                             <div class="form-group col-md-12">
-                                <div id="account_maneger_summary_mail_editor_container" style="height: 600px;width:max-content"></div>
+                                <div id="account_maneger_summary_mail_editor_container" style="height: 600px"></div>
                             </div>
                         <!-- </div> -->
                         <div class="form-group text-right m-b-0">
@@ -702,7 +703,7 @@
                         <!-- Unlayer editor -->
                         <div class="form-row" id="rac_rate_dropdown">
                             <div class="form-group col-md-12">
-                                <div id="client_hr_summary_mail_editor_container" style="height: 600px;width:max-content"></div>
+                                <div id="client_hr_summary_mail_editor_container" style="height: 600px"></div>
                             </div>
                         </div>
 

app/Views/other_policy_terms.php

@@ -87,7 +87,24 @@ label {
         <input type="hidden" name="client_policy_id" id="other_client_policy_id" />
         <input type="hidden" name="policy_id" id="gpa_policy_id" />
         <input type="hidden" id="emp_count" />
+        <div id="sumInsuredDiv" class="row" style="margin-bottom: 10px;">                        
+             <div class="col-md-6"> 
+                 <label for="sumInsured">Sum Insured</label>                          
+             </div>
+             <div class="col-md-4">
+                 <input style="width: 128%;" type="text" name="sum_insureds" id="sum_insured_others" class="form-control" onkeypress = "return onlyNumbers(event)" onkeyup=" formatNumber(this); si_keup_num_to_word2(this)">
+             </div>   
+             <div class="col-md-2" style="position: relative;left: 88px;">
+                 <button type="button" class="btn btn-primary si-add-more" onclick="appendOtherSIAddMore()">+</button>                    
+                </div>
+             <div class="col-md-6">
+             </div>
+             <div class="col-md-6">
+                 <div id='numberToWordOthers' class="text-danger-2" ></div>                           
+                </div>    
+         </div>  
 
+        <div style="margin-top: 10px;margin-bottom:15px;" id="sum_insured_add_more" ></div>
         <div id="append_html_for_other_policy_terms"></div>
 
         <hr>
@@ -164,6 +181,9 @@ $("#otherPolicyTerms").submit(function(event) {
     // Append the JSON string to the FormData object
     formData.append('policy_terms', jsonString);
 
+    formData.forEach((value, key) => {
+        console.log(key + ': ' + value);
+    });
 
     $.ajax({
         data: formData,
@@ -187,6 +207,7 @@ $("#otherPolicyTerms").submit(function(event) {
                 $('.loader').fadeOut();
                 $('.loader-mask').delay(350).fadeOut('slow');
             }, 1000);
+            location.reload();
         },
         error: function(xhr, status, error) {
             console.error(xhr.responseText);
@@ -207,17 +228,18 @@ $("#otherPolicyTerms").submit(function(event) {
 
 });
 
-
+var policy_type_id = "";
 $('body').on('click', '.btnPolicyMaster', function() {
+    $("#append_html_for_other_policy_terms").empty();
+
 
     var client_policy_id = $(this).data('id');
-    var policy_type_id = $(this).data('typeid');
+    policy_type_id = $(this).data('typeid');
     console.log('policy_type_id', policy_type_id);
     console.log('client_policy_id :', client_policy_id);
 
     $('#other_client_policy_id').val(client_policy_id);
 
-    appendPolicyTermsHTML(policy_type_id);
 
     var gpa_policy_type_id = $(this).attr('id');
     // console.log('gpa_policy_type_id', gpa_policy_type_id)
@@ -262,16 +284,17 @@ $('body').on('click', '.btnPolicyMaster', function() {
                 }
 
 
-                if (res) {
+                if (res.data) {
 
                     //special conditions fields
-                    let gpaJsonObjectForSpecialCondition = JSON.parse(res.data);
-                    Object.keys(gpaJsonObjectForSpecialCondition).forEach(function(key) {
-                        if (key.includes("other_special_condition_label") || key.includes(
-                                "other_special_condition_input")) {
-                            if (key.includes("other_special_condition_label")) {
+                    let otherTermsJsonObjectSpecialCondition = JSON.parse(res.data);
+                    Object.keys(otherTermsJsonObjectSpecialCondition).forEach(function(key) {
+                        if (key.includes("special_condition_label") || key.includes(
+                                "special_condition_input")) {
+                            if (key.includes("special_condition_label")) {
+                                
                                 for (let index = 0; index <
-                                    gpaJsonObjectForSpecialCondition[key].length; index++) {
+                                    otherTermsJsonObjectSpecialCondition[key].length; index++) {
                                     specialConditionForOthers();
                                 }
                             }
@@ -280,26 +303,55 @@ $('body').on('click', '.btnPolicyMaster', function() {
                             if (elements) {
                                 elements.forEach((element, index) => {
 
-                                    if (gpaJsonObjectForSpecialCondition[key][
+                                    if (otherTermsJsonObjectSpecialCondition[key][
                                             index
                                         ] == undefined) {
                                         element.value = " ";
                                     } else {
                                         element.value =
-                                            gpaJsonObjectForSpecialCondition[key][
+                                            otherTermsJsonObjectSpecialCondition[key][
                                                 index
                                             ];
                                     }
                                 });
                             }
 
+                            
+                        }
 
+                        if (!key.startsWith("special_condition") && !key.startsWith('multiple_sum_insured') && !key.startsWith("sum_insured") && !key.startsWith("enrollment_display_key") ) {
+                                                   
+                        termsHTML = `
+                            <div class="row" style="margin-bottom: 10px;">
+                                <div class="col-md-1">
+                                        <input type="checkbox" style="margin-top: 12px" name="${key}_display"
+                                        id="${key}_display" class="unchecked" checked>
+                                </div>
+                                 <div class="col-md-5">
+                                     <label for="${key}">${beautifyString(key)}</label>
+                                 </div>
+                                 <div class="col-md-6">
+                                     <input type="text" name="${key}" id="${key}" class="form-control">
+                                 </div>
+                             </div>
+                            `
+
+                            $("#append_html_for_other_policy_terms").append(termsHTML);
                         }
 
                         if (key.includes("multiple_sum_insured")) {
-                            gpaJsonObjectForSpecialCondition[key].forEach((value, index) => {
-                                appendOtherSIAddMore(value);
-                            });
+
+                            const value = otherTermsJsonObjectSpecialCondition[key];
+
+                            if (Array.isArray(value)) {
+                                value.forEach(item => appendOtherSIAddMore(item));
+                            } else if (typeof value === 'object' && value !== null) {
+                                Object.values(value).forEach(item => appendOtherSIAddMore(item));
+                            } 
+                            // else if (typeof value === 'string') {
+                            //     appendOtherSIAddMore(value); // Use directly, no loop
+                            // }
+
                         }
 
                     });
@@ -347,6 +399,10 @@ $('body').on('click', '.btnPolicyMaster', function() {
 
                     });
 
+                } else {
+
+                    appendPolicyTermsHTML(policy_type_id);
+
                 }
 
 
@@ -367,6 +423,11 @@ $('body').on('click', '.btnPolicyMaster', function() {
 
     }
 
+    if(policy_type_id > 7) {
+
+        $("#sumInsuredDiv").empty();
+    }
+
 });
 </script>
 
@@ -395,11 +456,11 @@ function specialConditionForOthers(count = 0) {
         var appendElement = `<div class="form-group col-md-6 form-group-client-policy-masters removeDom">
 
                                     <label for="specialconditionlabel" class="special_condition_label[]" style="width: 450px;position: relative;bottom: 6px;">
-                                        <input class="form-control" name="other_special_condition_label[]" id="other_special_condition_label[]" style="position: relative;right: 15px;">
+                                        <input class="form-control" name="special_condition_label[]" id="special_condition_label[]" style="position: relative;right: 0px;">
                                         <span class="specialConditionClose" style="color: red; float: right;position: relative;bottom: 28px;left: 15px;">X</span>
                                     </label>
 
-                                    <input type="text" name="other_special_condition_input[]" id="other_special_condition_input[]" class="form-control s special_condition_input[]">
+                                    <input type="text" name="special_condition_input[]" id="special_condition_input[]" class="form-control s special_condition_input[]">
                                 </div>`;
         console.log($(this));
         $('.other_special_condition').each(function() {
@@ -467,29 +528,29 @@ function appendPolicyTermsHTML(policy_type) {
 
     if (policy_type == 7) {
 
-        termsHTML = `
+        
+
+            // <div class="row" style="margin-bottom: 10px;">                        
+            //     <div class="col-md-6"> 
+            //         <label for="sumInsured">Sum Insured</label>                          
+            //     </div>
+            //     <div class="col-md-4">
+            //         <input style="width: 128%;" type="text" name="sum_insureds" id="sum_insured_others" class="form-control" onkeypress = "return onlyNumbers(event)" onkeyup=" formatNumber(this); si_keup_num_to_word2(this)">
+            //     </div>   
+            //     <div class="col-md-2" style="position: relative;left: 88px;">
+            //         <button type="button" class="btn btn-primary si-add-more" onclick="appendOtherSIAddMore()">+</button>                    
+            //     </div>
+            //     <div class="col-md-6">
+            //     </div>
+            //     <div class="col-md-6">
+            //         <div id='numberToWordOthers' class="text-danger-2" ></div>                           
+            //     </div>    
+            // </div>  
+
+            // <div id="sum_insured_add_more" ></div>
+            termsHTML = `
         
         <div class="form-group">
-
-            <div class="row" style="margin-bottom: 10px;">                        
-                <div class="col-md-6"> 
-                    <label for="sumInsured">Sum Insured</label>                          
-                </div>
-                <div class="col-md-4">
-                    <input style="width: 128%;" type="text" name="sum_insureds" id="sum_insured_others" class="form-control" onkeypress = "return onlyNumbers(event)" onkeyup=" formatNumber(this); si_keup_num_to_word2(this)">
-                </div>   
-                <div class="col-md-2" style="position: relative;left: 88px;">
-                    <button type="button" class="btn btn-primary si-add-more" onclick="appendOtherSIAddMore()">+</button>                    
-                </div>
-                <div class="col-md-6">
-                </div>
-                <div class="col-md-6">
-                    <div id='numberToWordOthers' class="text-danger-2" ></div>                           
-                </div>    
-            </div>  
-
-            <div id="sum_insured_add_more" ></div>
-
             <div class="row" style="margin-bottom: 10px;">
                 <div class="col-md-6">
                     <label for="totalSumInsured">Policy Type</label>
@@ -585,29 +646,30 @@ function appendPolicyTermsHTML(policy_type) {
 
     } else if (policy_type == 6) {
 
-        termsHTML = `
+        
+
+            // <div class="row" style="margin-bottom: 10px;">                        
+            //     <div class="col-md-6"> 
+            //         <label for="sumInsured">Sum Insured</label>                          
+            //     </div>
+            //     <div class="col-md-4" >
+            //         <input style="width: 128%;" type="text" name="sum_insureds" id="sum_insured_others" class="form-control" onkeypress = "return onlyNumbers(event)" onkeyup=" formatNumber(this); si_keup_num_to_word2(this)">
+            //     </div>   
+            //     <div class="col-md-2" style="position: relative;left: 88px;">
+            //         <button type="button" class="btn btn-primary si-add-more" onclick="appendOtherSIAddMore()">+</button>                    
+            //     </div>
+            //     <div class="col-md-6">
+            //     </div>
+            //     <div class="col-md-6">
+            //         <div id='numberToWordOthers' class="text-danger-2" ></div>                           
+            //     </div>    
+            // </div> 
+
+            // <div id="sum_insured_add_more" ></div>
+            termsHTML = `
         
         <div class="form-group EDLI">
 
-            <div class="row" style="margin-bottom: 10px;">                        
-                <div class="col-md-6"> 
-                    <label for="sumInsured">Sum Insured</label>                          
-                </div>
-                <div class="col-md-4" >
-                    <input style="width: 128%;" type="text" name="sum_insureds" id="sum_insured_others" class="form-control" onkeypress = "return onlyNumbers(event)" onkeyup=" formatNumber(this); si_keup_num_to_word2(this)">
-                </div>   
-                <div class="col-md-2" style="position: relative;left: 88px;">
-                    <button type="button" class="btn btn-primary si-add-more" onclick="appendOtherSIAddMore()">+</button>                    
-                </div>
-                <div class="col-md-6">
-                </div>
-                <div class="col-md-6">
-                    <div id='numberToWordOthers' class="text-danger-2" ></div>                           
-                </div>    
-            </div> 
-
-            <div id="sum_insured_add_more" ></div>
-
             <div class="row" style="margin-bottom: 10px;">
                 <div class="col-md-6">
                     <label for="totalSumInsured">Existing Insurer</label>
@@ -676,10 +738,12 @@ function appendOtherSIAddMore(data = null) {
 
     const addMoreContainer = document.getElementById('sum_insured_add_more');
 
+    // addMoreContainer.innerHTML = ''; // Clear previous content if needed
+
     console.log(addMoreContainer)
 
     const html = `
-            <div class="row" style="margin-bottom: 10px;">                        
+                <div class="row">       
                 <div class="col-md-6"> 
                     <label for="sumInsured">Additional Sum Insured</label>                          
                 </div>
@@ -699,4 +763,13 @@ function appendOtherSIAddMore(data = null) {
 
     addMoreContainer.insertAdjacentHTML('beforeend', html);
 }
+
+function beautifyString(str) {
+  return str
+    .split('_')                      // Split the string by underscores
+    .map(word => 
+      word.charAt(0).toUpperCase() + word.slice(1).toLowerCase() // Capitalize each word
+    )
+    .join(' ');                      // Join with spaces instead of underscores
+}
 </script>

app/Views/policy_gpa_terms.php

@@ -475,75 +475,75 @@ $('.close').click(function() {
 });
 
 
-$('input[name="burnExpenses"]').change(function() {
+// $('input[name="burnExpenses"]').change(function() {
 
-    console.log($(this).val());
+//     console.log($(this).val());
 
-    if ($(this).val() == '1') {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "");
+//     if ($(this).val() == '1') {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "");
 
-    } else {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "none");
-    }
-});
+//     } else {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "none");
+//     }
+// });
 
-$('input[name="compassionateVisitExpenses"]').change(function() {
+// $('input[name="compassionateVisitExpenses"]').change(function() {
 
-    console.log($(this).val());
+//     console.log($(this).val());
 
-    if ($(this).val() == '1') {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "");
+//     if ($(this).val() == '1') {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "");
 
-    } else {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "none");
-    }
-});
+//     } else {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "none");
+//     }
+// });
 
-$('input[name="carriageOfDeadBody"]').change(function() {
+// $('input[name="carriageOfDeadBody"]').change(function() {
 
-    console.log($(this).val());
+//     console.log($(this).val());
 
-    if ($(this).val() == '1') {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "");
+//     if ($(this).val() == '1') {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "");
 
-    } else {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "none");
-    }
-});
+//     } else {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "none");
+//     }
+// });
 
-$('input[name="ambulanceCharges"]').change(function() {
+// $('input[name="ambulanceCharges"]').change(function() {
 
-    console.log($(this).val());
+//     console.log($(this).val());
 
-    if ($(this).val() == '1') {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "");
+//     if ($(this).val() == '1') {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "");
 
-    } else {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "none");
-    }
-});
+//     } else {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "none");
+//     }
+// });
 
-$('input[name="brokenBoneExpenses"]').change(function() {
+// $('input[name="brokenBoneExpenses"]').change(function() {
 
-    console.log($(this).val());
+//     console.log($(this).val());
 
-    if ($(this).val() == '1') {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "");
+//     if ($(this).val() == '1') {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "");
 
-    } else {
-        var element = $(this).parent().parent().next()[0];
-        $(element).css("display", "none");
-    }
-});
+//     } else {
+//         var element = $(this).parent().parent().next()[0];
+//         $(element).css("display", "none");
+//     }
+// });
 
 $("#policyGPATerms").submit(function(event) {
 
@@ -784,6 +784,7 @@ $('body').on('click', '.btnPolicyMaster', function() {
                             .next()[0];
                         $(element).css("display", "");
                     }
+                    disableUnwantedTermsforGPA(jsonObject);
 
                     Object.keys(jsonObject).forEach(function(key) {
 
@@ -853,6 +854,34 @@ $('body').on('click', '.btnPolicyMaster', function() {
 
 <script>
 
+const gpaFields = [
+  'accidentalDeathBenefit',
+  'permanentTotalDisablement',
+  'permanentPartialDisablement',
+  'temporaryTotalDisablementBenefit',
+  'medical_expenses_medical_extension',
+  'opd_treatment_cover',
+  'ambulanceCharges',
+  'repatriation_of_mortal_remains',
+  'childrenEducationWelfareFund',
+  'terrorism',
+  'worldwideCover',
+  'family_transportation_benefits',
+  'fractures_dislocation_burns',
+  'coma',
+  'carriageOfDeadBody',
+  'compassionateVisitExpenses',
+  'travel_expenses_for_medical_treatment',
+  'daily_cash_allowance',
+  'artifical_limb_and_prosthesis',
+  'animalSnakeInsectBite',
+  'air_ambulance',
+  'gpa_special_condition_label',
+  'gpa_special_condition_input',
+  'multiple_sum_insured'
+];
+
+
 document.getElementById('gpaButtonSpecialCondition').addEventListener('click', function(event) {
 
     console.log('specialConditionForGPA callback clicked')
@@ -1040,4 +1069,37 @@ function processJsonObject2(jsonObject) {
         }
     }
 }
+
+function disableUnwantedTermsforGPA(jsonObject) {
+        // alert("Disabling unwanted terms");
+
+        gpaFields.forEach(function(key) {
+        // If key NOT in jsonObject, then hide and disable its associated elements
+        if (!jsonObject.hasOwnProperty(key)) {
+            const elements = document.getElementsByName(key);
+
+            elements.forEach(element => {
+            element.style.display = "none";
+            element.disabled = true;
+
+            const label = document.querySelector(`label[for="${element.id}"]`);
+            if (label) {
+                label.style.display = "none";
+            }
+
+            const displayElement = document.getElementById(`${element.id}_display`);
+            if (displayElement) {
+                displayElement.checked = false;
+                displayElement.disabled = true;
+                displayElement.style.display = "none";
+            }
+
+            const rowDiv = element.closest('.row');
+            if (rowDiv) {
+                rowDiv.style.display = "none";
+            }
+            });
+        }
+        });
+    }
 </script>

app/Views/policy_grid.php

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

app/Views/policy_transaction_endorsement_form.php

@@ -119,9 +119,10 @@
                         <input type="hidden" name="client_id" id="client_id_for_edit">
                         <input type="hidden" name="insurer_id" id="insurer_id">
                         <input type="hidden" name="cd_ac_no" id="cd_ac_no">
+                        <input type="hidden" name="cd_ac_pk" id="cd_ac_pk">
                         <input type="hidden" name="ct_type" id="ct_type">
-                        <input type="hidden" name="" id="bro_payable_by">
-                        <input type="hidden" name="" id="cop_yes">
+                        <input type="hidden" name="bro_payable_by" id="bro_payable_by">
+                        <input type="hidden" name="cop_yes" id="cop_yes">
 
 
                         <!-- Client Row -->
@@ -152,7 +153,7 @@
                                                         <label for="client_branch">Client<span class="text-danger">*</span></label>
                                                         <select class="form-control" id="client_id" name="client_id" required>
                                                             <option value="">Select Client</option>
-                                                            <option value="add_client"> + Add Client</option>
+                                                            <!-- <option value="add_client"> + Add Client</option> -->
                                                         </select>
                                                     </div>
 
@@ -310,6 +311,15 @@
                                                         <label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
                                                     </div>
 
+                                                    <div class="form-group col-md-3">
+                                                        <label class="switch" style="position: relative;top: 32px;left: 20px;">
+                                                            <input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
+                                                            <span class="slider round" style="height: 27px;"></span>
+                                                        </label>
+
+                                                        <label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;">Make Entry in CD &nbsp;&nbsp; <i class="fa fa-info-circle" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI,  CD transaction from CRM )"></i></label>
+                                                    </div>
+
                                                 </div>
 
                                                 <hr>
@@ -550,7 +560,10 @@ $(document).ready(function(){
         if(policyListByClient != '') {
             // console.log(branch_list[client_id]);
             let data = policyListByClient[client_id];
+            if (data) {
             appendPolicies(data);
+
+            }
         }
 
     })
@@ -585,6 +598,14 @@ $(document).ready(function(){
         var cd_ac_no = $(this).find('option:selected').attr('data-cd');
         var start_date = $(this).find('option:selected').attr('data-sd');
         var end_date = $(this).find('option:selected').attr('data-ed');
+        var policy_type_id = $(this).find('option:selected').attr('data-ptid');
+
+        if(policy_type_id == 1 || policy_type_id == 2 || policy_type_id == 3 || policy_type_id == 4 || policy_type_id == 5 || policy_type_id == 6 || policy_type_id == 7){
+            $('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false)
+        }else{
+            $('#is_cd_reduce_from_bds').prop('disabled',false)
+        }
+
 
         // console.log('client_id', client_id);
         // console.log('client_policy_id', client_policy_id);
@@ -596,7 +617,7 @@ $(document).ready(function(){
         $('#policy_no').val(policy_no);
         $('#insurer_id').val(insurer);
         $('#tpa').val(tpa).change();
-        $('#cd_ac_no').val(cd_ac_no);           
+        // $('#cd_ac_no').val(cd_ac_no);           
         $('#policy_start_date').val(start_date);           
         $('#policy_end_date').val(end_date);  
 
@@ -619,6 +640,9 @@ $(document).ready(function(){
                     if(res.status == true){
                         if(res.data.length > 0){
 
+                            $('#ct_type').val(2)
+                            $('#cd_ac_pk').val(res.is_copay_yes.cd_ac_pk);
+                            $('#cd_ac_no').val(res.cd_master_data.cd_ac_no ?? "");
                             $('#bro_payable_by').val(res.data[0].bro_payable_by)
 
                             if(res.is_copay_yes && res.is_copay_yes.co_share == 1){
@@ -631,12 +655,19 @@ $(document).ready(function(){
 
                             populateTable(res.data);
 
+                            $('#btnSubmit').prop('disabled', false).data('disable', false);
 
                         }else{
-                            addInsurerColumn()
+                            $('#ct_type').val(1)
+                            // addInsurerColumn()
+                            toastr.warning("There is no policy inception data.", 'WARNING!');
+                            $('#btnSubmit').prop('disabled', true).data('disable', true);
                         }
                     }else{
-                        addInsurerColumn()
+                        $('#ct_type').val(1)
+                        // addInsurerColumn()
+                        toastr.warning(res.message, 'WARNING!');
+                        $('#btnSubmit').prop('disabled', true).data('disable', true);
                     }
                 },
                 error: function (xhr, status, error) {
@@ -751,7 +782,7 @@ $("#endorsement_form_id").submit(function(event) {
             $('.loader').fadeOut();
             $('.loader-mask').delay(350).fadeOut('slow');
 
-            console.log('inception_form_response', res)
+            console.log('ENDORSEMENT FOR SUBMIT RESPONSE : ', res);
 
             if (res.status == true) {
                 toastr.success(res.message, 'Success');
@@ -825,8 +856,9 @@ $('#endorsement_no').on('change', function(){
 
     if(policy_no && endorsement_no){
         $.ajax({
-            url: '<?php echo base_url('util/get_client_policy_data_using_policy_no_and_endo_no/');?>'+ policy_no + '/' + endorsement_no,
+            url: '<?php echo base_url('util/get_client_policy_data_using_policy_no_and_endo_no/');?>',
             type: "GET",
+            data : {policy_no : policy_no, endorsement_no : endorsement_no},
             dataType: 'json',
             success: function (res) {
 
@@ -914,6 +946,9 @@ function getPolicyTransactionDataForEndorsementEdit(input){
                 $('#last_action_date').val(res.data.last_action_date);
                 $('#install_due_date').val(res.data.install_due_date);
                 $('#bro_payable_by').val(res.data.bro_payable_by);
+                $('#cd_ac_pk').val(res.data.cd_ac_pk);
+                $('#cd_ac_no').val(res.data.cd_ac_no);
+                $('#ct_type').val(res.data.ct_type);
 
                 if (res.data.policy_with_corr == 1) {
                     $('#policy_with_corr').prop('checked', true);
@@ -921,6 +956,12 @@ function getPolicyTransactionDataForEndorsementEdit(input){
                     $('#policy_with_corr').prop('checked', false);
                 }
 
+                if (res.data.is_cd_reduce_from_bds == 1) {
+                    $('#is_cd_reduce_from_bds').prop('checked', true).prop('checked', false);
+                } else {
+                    $('#is_cd_reduce_from_bds').prop('checked', false);
+                }
+
                 if (res.data.action_type == 'policy_instalment') {
                     $('.install_due_date_div').show()
                 }else{
@@ -937,6 +978,13 @@ function getPolicyTransactionDataForEndorsementEdit(input){
                     addInsurerColumn();
                 }
 
+                if(res.data.policy_type_id == 1 || res.data.policy_type_id == 2 || res.data.policy_type_id == 3 || res.data.policy_type_id == 4 || res.data.policy_type_id == 5 || res.data.policy_type_id == 6 || res.data.policy_type_id == 7){
+                    $('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false);
+                }else{
+                    $('#is_cd_reduce_from_bds').prop('disabled',false);
+                }
+
+
             }else{
                 console.log('No data found');
             }
@@ -1769,7 +1817,7 @@ function addInsurerColumn() {
                     break;
             }
 
-        }else if(team_id.includes('3')){
+        }else if(team_id.includes('3') || team_id.includes('8')){
 
             switch(index) {
                 case 0: // Insurer selection
@@ -2155,7 +2203,7 @@ function populateTable(dataArray, status = false) {
                         cell.find('input[type="hidden"]').val(status ? data.id : '');
                         break;
                 }
-            }else if(team_id.includes('3')){
+            }else if(team_id.includes('3') || team_id.includes('8')){
                 switch (rowIndex) {
                     case 0: // Insurer selection
                         cell.find('select').val(insurer);
@@ -2275,9 +2323,13 @@ function getURLParamsForReport()
 
 function onlyNumbers(event) 
 {
-    var charcode;
-    charcode = event.which || event.keyCode;
-    if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
+    var charcode = event.which || event.keyCode;
+
+    // Allow: 0-9 (48-57), dot (46), minus (45)
+    if ((charcode >= 48 && charcode <= 57) || charcode === 46 || charcode === 45) {
+        return true;
+    }
+
     return false;
 }
 

app/Views/policy_transaction_endorsement_list.php

@@ -445,10 +445,11 @@ document.addEventListener("DOMContentLoaded", function () {
 </script>
 <script>
 
-    var client_list = ''; // local variable for storing the client branch list
-    var branch_list = ''; // local variable for storing the client branch list
-    var policy_list = ''; // local variable for storing the client policy list
-    var policyListByClient = ''; // local variable for storing the client policy list
+    var client_list = ''; 
+    var branch_list = ''; 
+    var policy_list = <?= json_encode($endorsementPolicies) ?>; 
+    // console.log("POLICY List",policy_list);
+    var policyListByClient = <?= json_encode($endorsementPolicyListByClient) ?>; 
     var branch_policy = '';
     var unit_list = '';
 
@@ -607,8 +608,8 @@ document.addEventListener("DOMContentLoaded", function () {
                 
                 if(res.status == true){
                     branch_list = res.branch_data;
-                    policy_list = res.policy_data;
-                    policyListByClient = res.policyListByClient;
+                    // policy_list = res.policy_data;
+                    // policyListByClient = res.policyListByClient;
                     client_list = res.client_data;
                     unit_list = res.unit_data;
                     appendClients(res.client_data);
@@ -633,10 +634,10 @@ document.addEventListener("DOMContentLoaded", function () {
             text: 'Select Client'
         }));
 
-        $('#client_id').append($('<option>', {
-            value: 'add_client',
-            text: '+ Add Client'
-        }));
+        // $('#client_id').append($('<option>', {
+        //     value: 'add_client',
+        //     text: '+ Add Client'
+        // }));
 
         $.each(data, function(index, item) {
 
@@ -674,6 +675,10 @@ document.addEventListener("DOMContentLoaded", function () {
 
     function appendPolicies(data) 
     {
+        if (!data) {
+
+            toastr.warning("There are no policies in Inception for the selected client and branch.");
+        }
         console.log('appendPolicies', data);
         console.log('appendPolicies', $('#client_policy_id'));
         
@@ -698,6 +703,7 @@ document.addEventListener("DOMContentLoaded", function () {
                 'data-itp' : item.itp,
                 'data-bap' : item.bap,
                 'data-tpa' : item.tpa_branch_id + '-' + item.tpa_id,
+                'data-ptid' : item.policy_type_id,
             });
             $('#client_policy_id').append(option);
         });

app/Views/policy_transaction_inception_form.php

@@ -123,6 +123,24 @@
     color: white !important;        
     margin-right: 5px;
 }
+
+:disabled {
+    background-color: #e0e0e0;
+       color: #666;
+}
+
+.info-icon {
+        color: #007bff;
+        font-size: 15px;
+        transition: 0.3s ease;
+        cursor: pointer;
+    }
+
+    .info-icon:hover {
+        color: #0056b3;
+        font-size: 24px;
+    }
+
 </style>
 
 <div class="tab-pane fade active show" id="form">
@@ -422,6 +440,16 @@
                                                         <label for="policy_with_corr" style="position: relative;top: 33px;left: 25px;"> Policy with Correction</label>
                                                     </div>
 
+                                                    <div class="form-group col-md-3">
+                                                        <label class="switch" style="position: relative;top: 32px;left: 20px;">
+                                                            <input id="is_cd_reduce_from_bds" type="checkbox" name="is_cd_reduce_from_bds">
+                                                            <span class="slider round" style="height: 27px;"></span>
+                                                        </label>
+
+                                                        <label for="is_cd_reduce_from_bds" style="position: relative;top: 33px;left: 25px;"> Make Entry in CD  &nbsp;&nbsp; <i class="fa fa-info-circle info-icon" data-toggle="tooltip" title="Enabling this will affect ( Credit/Debit ) the CD transaction. ( GMC, GPA, EDLI and GTLI,  CD transaction from CRM )"></i>
+                                                        </label>
+                                                    </div>
+
                                                     <!-- <div class="form-group col-md-3 current_date" style="display: none;">
                                                         <label for="bp_igst">Process Start Date</label>
                                                         <input id="process_start_date" type="text" class="form-control" name="process_start_date" placeholder="DD/MM/YYYY">
@@ -504,12 +532,14 @@
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="installment">Installment</label>
+                                                        <label for="installment">Installment &nbsp; <i id="infoIcon" class="fas fa-info-circle info-icon" data-toggle="tooltip" title="Click for Installment details" style="margin-left: 5px;"></i></label>
                                                         <input id="installment" value="" type="text" class="form-control" name="installment">
                                                     </div>
 
                                                     <div class="form-group col-md-3">
-                                                        <label for="installment_data">Installment Data</label>
+                                                        <label for="installment_data">
+                                                            Installment Data 
+                                                        </label>
                                                         <input id="installment_data" class="form-control" name="installment_data">
                                                     </div>
 
@@ -779,115 +809,7 @@
 </div>
 <!-- end form row -->
 
-<!-- Client form content modal-->
-<div class="modal fade" id="upload_enrollment_model" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
-    <div class="modal-dialog modal-dialog-centered">
-        <div class="modal-content">
-            <div class="modal-header">
-                <h4 class="modal-title" id="myCenterModalLabel">Add New Client</h4>
-                <button type="button" id="close_btn" class="close" data-dismiss="modal" aria-hidden="true">×</button>
-            </div>
-            <div class="modal-body" style="overflow-y: auto;height: 90vh;">
-                <form class="parsley-examples" method="post" id="client_form" enctype="multipart/form-data">
-                    <div class="form-group">
-                        
-                        <div class="form-row">
-                            <div class="form-group col-md-12">
-                                <label for="client_name">Client Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="client_name" name="client_name" required>
-                            </div>
-                            <div class="form-group col-md-12">
-                                <label for="short_name">Client Short name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="short_name" name="short_name" required>
-                            </div>
-
-                            <div class="form-group col-md-12">
-                                <label for="cost_center">PAN</label>
-                                <input type="text" class="form-control" id="pan" placeholder="Enter PAN No" name="pan" onchange="validateInput(this, 'clients', 'pan')">
-                            </div>
-                        </div>
-
-                        <hr>
-
-                        <!-- Client Type -->
-                        <div class="form-row clienttypediv" style="display: none;">
-
-                            <div class="form-group col-md-6">
-                                <label for="dob">Date of Birth<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="dob" placeholder="DD/MM/YYYY" name="dob" >
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="cost_center">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="phone" placeholder="Enter Mobile Number" maxlength="10" name="phone"
-                                onkeypress="return onlyNumbers(event)" onchange="validateInput(this, 'clients', 'phone')">
-                            </div>
-
-                            <div class="form-group col-md-12">
-                                <label for="cost_center">Email<span class="text-danger">*</span></label>
-                                <input type="email" class="form-control" id="email" placeholder="Enter Email" name="email">
-                            </div>
-                            <div class="form-group col-md-12">
-                                <label for="aadhar">Aadhar</label>
-                                <input type="text" class="form-control" id="aadhar" placeholder="Enter Aadher No" name="aadhar"  maxlength="12" onchange="validateInput(this, 'clients', 'aadhar')">
-                            </div>
-
-                        </div>
-
-                        <!-- branch -->
-                        <div class="form-row branchdiv">
-
-                            <div class="form-group col-md-12">
-                                <label for="short_name">Entity Type<span class="text-danger">*</span></label>
-                                <select class="form-control" id="entity_type_id_for_client" name="entity_type_id">
-                                    <option value="" selected>Select Entity</option>
-                                    <?php
-                                        if (isset($entity) && count($entity)) {
-                                            foreach ($entity as $key => $value) {
-                                                echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
-                                            }
-                                        }
-                                    ?>
-                                </select>                            
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="client_name">Branch Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_name" name="branch_name">
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="branch_code">Branch Code<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="branch_code" name="branch_code">
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="branch_code">Name<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="name" name="name">
-                            </div>
-
-                            <div class="form-group col-md-6">
-                                <label for="branch_code">Mobile<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="mobile" maxlength="10" name="mobile"  onkeypress="return onlyNumbers(event)">
-                            </div>
-
-                            <div class="form-group col-md-12">
-                                <label for="gst">GST<span class="text-danger">*</span></label>
-                                <input type="text" class="form-control" id="gst" placeholder="Enter GST Number" onchange="validateInput(this, 'client_branch', 'gst')"
-                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst" data-parsley-trigger="change" data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
-                            </div>
-
-                        </div>
-
-                    </div>
-                    <div class="form-group text-right m-b-0" id="hide_smbt_btn">
-                        <button type="submit" class="btn btn-primary waves-effect waves-light mr-1">Submit</button>
-                    </div>
-                </form>
-            </div>
-        </div><!-- /.modal-content -->
-    </div><!-- /.modal-dialog -->
-</div>
+<?php include("newClientModal.php") ?>
 
 <!-- Vehicle form content modal-->
 <div class="modal fade" id="vehicle_modal" tabindex="-1" role="dialog" aria-labelledby="exampleModalLabel" data-backdrop="static">
@@ -1025,8 +947,220 @@
         </div>
     </div>
 </div>
+
+<!-- Info Modal -->
+<div class="modal fade" id="moreInfoModal" tabindex="-1" role="dialog" aria-labelledby="fullWidthModalLabel" aria-hidden="true">
+    <div class="modal-dialog modal-xl" role="document">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="fullWidthModalLabel">More Information</h4>
+                <button type="button" class="close" data-dismiss="modal" aria-label="Close">
+                    <span aria-hidden="true">&times;</span>
+                </button>
+            </div>
+            <div class="modal-body">
+                <form id="installmentForm">
+                    <div id="dynamicDivFillInfo"></div>
+                </form>
+            </div>
+        </div>
+    </div>
+</div>
 <script>
 
+    $("#infoIcon").click(function() {
+        var policyTransactionPK = $('#policy_tranction_primarykey').val();
+        getDataForInfo(policyTransactionPK, function(data) {
+            console.log("data: ", data);
+            if (data && Object.keys(data).length) {
+                // openModal();
+                var myModal = new bootstrap.Modal(document.getElementById('moreInfoModal'));
+                myModal.show();
+
+                appendHtmlToModal(data.bds_data);
+            } else {
+                // toastr.warning("Data not Found");
+            }
+        });
+    });
+
+    function getDataForInfo (policyTransactionPK,callback) {
+        // alert(policyTransactionPK)
+        $.ajax({
+            url: "<?= base_url('policy_tranction/getMoreInfo') ?>",
+            type: "POST",
+            data: {
+                pt_id: policyTransactionPK
+            },
+            success: function(response) {
+                if (response.status) {
+                    console.log("Info Response: ", response);
+                    callback(response.data); // pass data to the callback
+                } else {
+                    toastr.warning("No Data Found");
+                    callback(null);
+                }
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                callback(null);
+            }
+        });
+
+    }
+
+    function appendHtmlToModal(data) {
+
+        const items = Array.isArray(data) ? data : data?.bds_data || [];
+
+        const container = document.getElementById('dynamicDivFillInfo');
+        container.innerHTML = '';
+
+        if (!Array.isArray(items) || items.length === 0) {
+            container.innerHTML = '<p>No data available.</p>';
+            return;
+        }
+
+        items.forEach(function(item, index) {
+            // Create .row container
+            const row = document.createElement('div');
+            row.className = 'row mb-3';
+
+            // Hidden input for ID
+            const hiddenId = document.createElement('input');
+            hiddenId.type = 'hidden';
+            hiddenId.name = `installments[${index}][id]`;
+            hiddenId.value = item.id;
+            row.appendChild(hiddenId);
+
+            // Payment Date
+            const paymentCol = document.createElement('div');
+            paymentCol.className = 'col-md-3';
+
+            // Use type="text" for flatpickr
+            const paymentGroup = createEditableInputGroup('Payment Date', 'payment_date', index, '', 'text');
+            paymentCol.appendChild(paymentGroup);
+            row.appendChild(paymentCol);
+
+            // Flatpickr target
+            const paymentInput = paymentGroup.querySelector('input');
+
+            // Convert DB date to d-m-Y (Flatpickr display format)
+            if (item.payment_date) {
+
+                flatpickr(paymentInput, {
+                    dateFormat: "d-m-Y",
+                    defaultDate: item.payment_date,
+                    allowInput: true
+                });
+            }
+
+            // Installment Amount
+            const amountCol = document.createElement('div');
+            amountCol.className = 'col-md-3';
+            amountCol.appendChild(createEditableInputGroup('Installment Amount', 'installment_amount', index, item.installment_amount, 'number'));
+            row.appendChild(amountCol);
+
+            // UTR Number
+            const utrCol = document.createElement('div');
+            utrCol.className = 'col-md-3';
+            utrCol.appendChild(createEditableInputGroup('UTR Number', 'utr_no', index, item.utr_no, 'text'));
+            row.appendChild(utrCol);
+
+            container.appendChild(row);
+        });
+
+        // Add submit button at the end
+        const submitRow = document.createElement('div');
+        submitRow.className = 'row';
+
+        const submitCol = document.createElement('div');
+        submitCol.className = 'col-md-12 text-end d-flex align-items-center justify-content-end';
+
+        const submitBtn = document.createElement('button');
+        submitBtn.type = 'submit';
+        submitBtn.id = 'submitInstallments';
+        submitBtn.className = 'btn btn-primary';
+        submitBtn.innerText = 'Save Installments';
+
+        submitCol.appendChild(submitBtn);
+        submitRow.appendChild(submitCol);
+        container.appendChild(submitRow);
+    }
+
+    $(document).on('click', '#submitInstallments', function (e) {
+        e.preventDefault();
+
+        const installments = [];
+
+        $('#dynamicDivFillInfo .row').each(function () {
+            const row = $(this);
+            const installment = {};
+
+            const id = row.find('input[name*="[id]"]').val();
+            const payment_date = row.find('input[name*="[payment_date]"]').val();
+            const installment_amount = row.find('input[name*="[installment_amount]"]').val();
+            const utr_no = row.find('input[name*="[utr_no]"]').val();
+
+            // Ignore empty rows
+            if (payment_date && installment_amount && utr_no) {
+                installment.id = id;
+                installment.payment_date = payment_date;
+                installment.installment_amount = installment_amount;
+                installment.utr_no = utr_no;
+                installments.push(installment);
+            }
+        });
+
+        if (installments.length === 0) {
+            toastr.warning("No valid installment data to save.");
+            return;
+        }
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+        $.ajax({
+            url: "<?= base_url('policy_tranction/saveInstallment') ?>",
+            type: "POST",
+            data: { installments },
+            success: function (response) {
+                if (response.status) {
+                    toastr.success("Installments saved successfully!");
+                    $('#moreInfoModal').modal('hide');
+                } else {
+                    toastr.error(response.message || "Save failed.");
+                }
+            },
+            error: function (xhr) {
+                console.error(xhr.responseText);
+                toastr.error("Server error.");
+            }
+        });
+
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(350).fadeOut('slow');
+    });
+
+    function createEditableInputGroup(labelText, fieldName, index, value, type) {
+        var group = document.createElement('div');
+        group.className = 'form-group mb-2';
+
+        var label = document.createElement('label');
+        label.innerText = labelText;
+
+        var input = document.createElement('input');
+        input.type = type;
+        input.className = 'form-control';
+        input.name = `installments[${index}][${fieldName}]`;
+        input.value = value;
+
+        group.appendChild(label);
+        group.appendChild(input);
+
+        return group;
+    }
+
+
 var team_id = [];
 let isClientFormSubmitting = false;
 var insurer_count_array = [];
@@ -1181,10 +1315,12 @@ $(document).ready(function(){
                     $('#name').prop('required', false);
                     $('#mobile').prop('required', false);
                     $('#gst').prop('required', false);
+                    $('#email').prop('required', false);
+
 
                     $('#dob').prop('required', true);
                     $('#phone').prop('required', true);
-                    $('#email').prop('required', true);
+                    $('#email2').prop('required', true);
                     $('#aadhar').prop('required', true);
 
                 } else {
@@ -1198,10 +1334,11 @@ $(document).ready(function(){
                     $('#name').prop('required', true);
                     $('#mobile').prop('required', true);
                     $('#gst').prop('required', true);
+                    $('#email').prop('required', true);
 
                     $('#dob').prop('required', false);
                     $('#phone').prop('required', false);
-                    $('#email').prop('required', false);
+                    $('#email2').prop('required', false);
                     $('#aadhar').prop('required', false);
 
                 }
@@ -1352,6 +1489,11 @@ $(document).ready(function(){
             $('#tpa_div').show();
         }
 
+        if(value == 1 || value == 2 || value == 3 || value == 4 || value == 5 || value == 6 || value == 7){
+            $('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false)
+        }else{
+            $('#is_cd_reduce_from_bds').prop('disabled',false)
+        }
 
     });
 
@@ -1527,12 +1669,19 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#tpa_div').show();
                 }
 
-                if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
-                    $('#hide_file_upload').show();
+                if(policy_type_id_for_hide_tpa == 1 || policy_type_id_for_hide_tpa == 2 || policy_type_id_for_hide_tpa == 3 || policy_type_id_for_hide_tpa == 4 || policy_type_id_for_hide_tpa == 5 || policy_type_id_for_hide_tpa == 6 || policy_type_id_for_hide_tpa == 7){
+                    $('#is_cd_reduce_from_bds').prop('disabled',true).prop('checked', false)
                 }else{
-                    $('#hide_file_upload').hide();
+                    $('#is_cd_reduce_from_bds').prop('disabled',false)
                 }
 
+                // if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
+                //     $('#hide_file_upload').show();
+                // }else{
+                //     $('#hide_file_upload').hide();
+                // }
+                $('#hide_file_upload').show();
+
                 if (res.data.master_policy_type_id) {
                     $('#policy_type_id').val(res.data.master_policy_type_id).change();
                 } else {
@@ -1744,6 +1893,12 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#policy_with_corr').prop('checked', false);
                 }
 
+                if (res.data.is_cd_reduce_from_bds == 1) {
+                    $('#is_cd_reduce_from_bds').prop('checked', true).prop('checked', false);
+                } else {
+                    $('#is_cd_reduce_from_bds').prop('checked', false);
+                }
+
             } else {
                 console.log('No data found');
             }
@@ -3080,12 +3235,11 @@ $("#inception_form_id").submit(function(event) {
                 $('#policy_tranction_primarykey_for_file_upload').val(res.pt_id);
                 $('#client_policy_id_for_file_upload').val(res.data.client_policy_id);
 
-                if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
-                    $('#hide_file_upload').show();
-                }else{
-                    $('#hide_file_upload').hide();
-                }
-
+                //if(res.data.client_policy_id != 0 && res.data.client_policy_id != null){
+                  //  $('#hide_file_upload').show();
+                //}else{
+                  //  $('#hide_file_upload').hide();
+                //}
                 $('#client_id_for_vehicle_file_upload').val(res.data.client_id);
                 $('#vehicle_id_for_file_upload').val(res.data.vehicle_id);
 
@@ -3122,108 +3276,108 @@ $("#inception_form_id").submit(function(event) {
     });
 });
 
-$("#client_form").submit(function(event) {
+//  $("#client_form").submit(function(event) {
 
-    let form_type =  $(this).data('id') || 0;
+//     let form_type =  $(this).data('id') || 0;
 
-    console.log('onsubmit event', this)
-    console.log('onsubmit event get data value',form_type)
-    console.log('client_type', $('#client_type').val());
+//     console.log('onsubmit event', this)
+//     console.log('onsubmit event get data value',form_type)
+//     console.log('client_type', $('#client_type').val());
 
-    event.preventDefault(); 
+//     event.preventDefault(); 
 
     
-    $('#aadhar').attr('data-parsley-required', 'false');
-    $('#aadhar').removeAttr('required');
+//     $('#aadhar').attr('data-parsley-required', 'false');
+//     $('#aadhar').removeAttr('required');
 
 
-    isClientFormSubmitting = true;
-    var isValid = $('#client_form').parsley().validate();    
-    if (!isValid) { 
-        console.log('Form is Empty', 'Warning');
-        return ; 
-    }
+//     isClientFormSubmitting = true;
+//     var isValid = $('#client_form').parsley().validate();    
+//     if (!isValid) { 
+//         console.log('Form is Empty', 'Warning');
+//         return ; 
+//     }
 
-    form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
+//     form_action = '<?= base_url("util/createClientWithMinimalData"); ?>';
 
-    $('.loader').fadeIn();
-    $('.loader-mask').fadeIn();
+//     $('.loader').fadeIn();
+//     $('.loader-mask').fadeIn();
 
-    var client_type = $('#client_type').val() || $('#Owner_type').val();
-    console.log('client_type:', client_type);
+//     var client_type = $('#client_type').val() || $('#Owner_type').val();
+//     console.log('client_type:', client_type);
 
-    //FORM Data
-    var formData = new FormData($('#client_form')[0]);
-    formData.append('client_type', client_type);
+//     //FORM Data
+//     var formData = new FormData($('#client_form')[0]);
+//     formData.append('client_type', client_type);
 
-    $.ajax({
-        data:formData,
-        url: form_action,
-        type: "POST",
-        dataType: 'json',
-        processData: false,
-        contentType: false,
-        success: function(res) {
+//     $.ajax({
+//         data:formData,
+//         url: form_action,
+//         type: "POST",
+//         dataType: 'json',
+//         processData: false,
+//         contentType: false,
+//         success: function(res) {
 
-            $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
+//             $('.loader').fadeOut();
+//             $('.loader-mask').delay(350).fadeOut('slow');
 
-            console.log('create_Client_With_Minimal_Data', res)
+//             console.log('create_Client_With_Minimal_Data', res)
 
-            if(res.status == true){
-                getClientAndBranchAndPolicy(res.client_id, res.branch_id);
+//             if(res.status == true){
+//                 getClientAndBranchAndPolicy(res.client_id, res.branch_id);
 
-                if(form_type != 1){
+//                 if(form_type != 1){
 
-                    setTimeout(function(){
-                        $('#client_id').val(res.client_id).change();
-                        setTimeout(function(){
-                            $('#client_branch_id').val(res.branch_id).change();
-                        }, 1000)
-                    }, 2000)
+//                     setTimeout(function(){
+//                         $('#client_id').val(res.client_id).change();
+//                         setTimeout(function(){
+//                             $('#client_branch_id').val(res.branch_id).change();
+//                         }, 1000)
+//                     }, 2000)
 
-                }else{
+//                 }else{
 
-                    setTimeout(function(){
-                        $('#owner').val(res.client_id).change();
-                        $('#owner_branch').val(res.branch_id).change();
+//                     setTimeout(function(){
+//                         $('#owner').val(res.client_id).change();
+//                         $('#owner_branch').val(res.branch_id).change();
 
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
+//                         $('.loader').fadeOut();
+//                         $('.loader-mask').delay(350).fadeOut('slow');
 
-                    }, 2000)
-                }
+//                     }, 2000)
+//                 }
 
-                toastr.success(res.message, 'Success');
+//                 toastr.success(res.message, 'Success');
 
-            }else{
-                toastr.error(res.message, 'Error');
-            }
+//             }else{
+//                 toastr.error(res.message, 'Error');
+//             }
 
-            $('#client_form')[0].reset();
-            $('.close').click();
+//             $('#client_form')[0].reset();
+//             $('.close').click();
 
-            if(form_type == 1){
+//             if(form_type == 1){
 
-                var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
-                myModal.show();
+//                 var myModal = new bootstrap.Modal(document.getElementById('vehicle_modal'));
+//                 myModal.show();
 
-                $('#client_form').removeAttr('data-id');
+//                 $('#client_form').removeAttr('data-id');
 
-                // Load form data into #vehicle_form from localStorage
-                setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
-            }
+//                 // Load form data into #vehicle_form from localStorage
+//                 setFormDataFromLocalStorage("#vehicle_form", "vehicleFormData");
+//             }
 
-            isClientFormSubmitting = false;
-        },
-        error: function (xhr, status, error) {
-            console.error(xhr.responseText);
-            console.error(status, error);
-            $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
-        }
-    });
-});
+//             isClientFormSubmitting = false;
+//         },
+//         error: function (xhr, status, error) {
+//             console.error(xhr.responseText);
+//             console.error(status, error);
+//             $('.loader').fadeOut();
+//             $('.loader-mask').delay(350).fadeOut('slow');
+//         }
+//     });
+// }); 
 
 $("#vehicle_form").submit(function(event) {
 
@@ -3450,10 +3604,11 @@ $('#client_type').change(function() {
         $('#name').prop('required', false);
         $('#mobile').prop('required', false);
         $('#gst').prop('required', false);
+        $('#email').prop('required', false);
 
         $('#dob').prop('required', true);
         $('#phone').prop('required', true);
-        $('#email').prop('required', true);
+        $('#email2').prop('required', true);
         $('#aadhar').prop('required', true);
 
         $('#owner_branch').prop('required', false);
@@ -3476,10 +3631,11 @@ $('#client_type').change(function() {
         $('#name').prop('required', true);
         $('#mobile').prop('required', true);
         $('#gst').prop('required', true);
+         $('#email').prop('required', true);
 
         $('#dob').prop('required', false);
         $('#phone').prop('required', false);
-        $('#email').prop('required', false);
+        $('#email2').prop('required', false);
         $('#aadhar').prop('required', false);
 
         $('#owner_branch').prop('required', true);
@@ -3688,8 +3844,9 @@ $('#policy_no').change(function(){
 
     if($pt_id == "" && policy_no != ""){
         $.ajax({
-            url: '<?php echo base_url('util/get_client_policy_data_using_policy_no/');?>'+policy_no,
+            url: '<?php echo base_url('util/get_client_policy_data_using_policy_no/');?>',
             type: "GET",
+            data : { policy_no : policy_no },
             dataType: 'json',
             success: function (res) {
 
@@ -3697,15 +3854,15 @@ $('#policy_no').change(function(){
 
                 if(res.status == true){
                     $('#ct_type').val(1);
-                    $('#client_policy_id').val(res.data.client_policy_id);
+                    $('#client_policy_id').val(res.data.id);
                     $('#policy_start_date').val(res.data.policy_start_date);
                     $('#policy_end_date').val(res.data.policy_end_date);
                     $('#tpa').val(res.data.tpa_branch_id+'-'+res.data.tpa_id).select2();
                 }else{
                     $('#ct_type').val(2);
-                    $('#client_policy_id').val();
-                    $('#policy_start_date').val();
-                    $('#policy_end_date').val();
+                    $('#client_policy_id').val('');
+                    $('#policy_start_date').val('');
+                    $('#policy_end_date').val('');
                     $('#tpa').val('').select2();
                     console.log(res.message, 'warning');
                 }
@@ -3917,7 +4074,7 @@ function addInsurerColumn() {
 
             }
 
-        }else if(team_id.includes('3')){
+        }else if(team_id.includes('3') || team_id.includes('8')){
 
             switch(index) {
                 case 0: // Insurer selection
@@ -4312,7 +4469,7 @@ function populateTable(dataArray, cd_ac_pk) {
                         cell.find('input[type="hidden"]').val(data.id);
                         break;
                 }   
-            }else if(team_id.includes('3')){ 
+            }else if(team_id.includes('3') || team_id.includes('8')){ 
 
                 switch (rowIndex) {
                     case 0: // Insurer selection

app/Views/rfq/attachment_files.php

@@ -0,0 +1,14 @@
+<?php if (!empty($multi_file_data)) : ?>
+    <div class="form-group col-md-12">
+        <label>Select Files:</label>
+        <?php foreach ($multi_file_data as $file) : ?>
+            <div class="form-check">
+
+                <input type="checkbox" class="form-check-input multi_file_attachment" id="file_<?= $file['id'] ?>" name="selected_attachment_files[]" value="<?= $file['id'] ?>">
+                <label class="form-check-label" for="file_<?= $file['id'] ?>">
+                    <?= htmlspecialchars($file['docs_name']) ?> - <?= htmlspecialchars($file['file_name']) ?>
+                </label>
+            </div>
+        <?php endforeach; ?>
+    </div>
+<?php endif; ?>

app/Views/rfq/blu.php

@@ -11,16 +11,20 @@
         </div>
         <div class="form-check form-check-inline">
             <input class="form-check-input" type="radio" name="risk_location" value="multi_with_floter" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_with_floter' ? 'checked' : ''; ?>>
-            <label class="form-check-label">Multi with Floter</label>
+            <label class="form-check-label">Multi with Floater</label>
         </div>
         <div class="form-check form-check-inline">
             <input class="form-check-input" type="radio" name="risk_location" value="multi_without_floter" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_without_floter' ? 'checked' : ''; ?>>
-            <label class="form-check-label">Multi without Floter</label>
+            <label class="form-check-label">Multi without Floater</label>
         </div>
     </div>
 
     <!-- Address -->
-    <div class="form-group col-md-6">
+    <div class="form-group col-md-3">
+        <label for="pinCode">Pin Code</label>
+        <input type="text" class="form-control" id="pinCode" name="pincode" value="<?= isset($lead_edit_data['pincode']) ? htmlspecialchars($lead_edit_data['pincode']) : ''; ?>">
+    </div>
+    <div class="form-group col-md-3">
         <label for="address">Address</label>
         <textarea class="form-control" id="address" name="address" rows="1"><?= isset($lead_edit_data['address']) ? htmlspecialchars($lead_edit_data['address']) : ''; ?></textarea>
     </div>

app/Views/rfq/bsu.php

@@ -11,16 +11,20 @@
         </div>
         <div class="form-check form-check-inline">
             <input class="form-check-input" type="radio" name="risk_location" value="multi_with_floter" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_with_floter' ? 'checked' : ''; ?>>
-            <label class="form-check-label">Multi with Floter</label>
+            <label class="form-check-label">Multi with Floater</label>
         </div>
         <div class="form-check form-check-inline">
             <input class="form-check-input" type="radio" name="risk_location" value="multi_without_floter" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_without_floter' ? 'checked' : ''; ?>>
-            <label class="form-check-label">Multi without Floter</label>
+            <label class="form-check-label">Multi without Floater</label>
         </div>
     </div>
 
     <!-- Address -->
-    <div class="form-group col-md-6">
+    <div class="form-group col-md-3">
+        <label for="pinCode">Pin Code</label>
+        <input type="text" class="form-control" id="pinCode" name="pincode" value="<?= isset($lead_edit_data['pincode']) ? htmlspecialchars($lead_edit_data['pincode']) : ''; ?>">
+    </div>
+    <div class="form-group col-md-3">
         <label for="address">Address</label>
         <textarea class="form-control" id="address" name="address" rows="1"><?= isset($lead_edit_data['address']) ? htmlspecialchars($lead_edit_data['address']) : ''; ?></textarea>
     </div>

app/Views/rfq/burglary.php

@@ -0,0 +1,32 @@
+<hr>
+
+<div class="form-row custom_fields">
+
+    <!-- Risk Location -->
+    <div class="form-group col-md-6">
+        <label>Risk Location</label><br>
+        <div class="form-check form-check-inline">
+            <input class="form-check-input" type="radio" name="risk_location" value="single" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'single' ? 'checked' : ''; ?>>
+            <label class="form-check-label">Single</label>
+        </div>
+        <div class="form-check form-check-inline">
+            <input class="form-check-input" type="radio" name="risk_location" value="multi_with_floter" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_with_floter' ? 'checked' : ''; ?>>
+            <label class="form-check-label">Multi with Floater</label>
+        </div>
+        <div class="form-check form-check-inline">
+            <input class="form-check-input" type="radio" name="risk_location" value="multi_without_floter" <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_without_floter' ? 'checked' : ''; ?>>
+            <label class="form-check-label">Multi without Floater</label>
+        </div>
+    </div>
+
+    <!-- Address -->
+    <div class="form-group col-md-3">
+        <label for="pinCode">Pin Code</label>
+        <input type="text" class="form-control" id="pinCode" name="pincode" value="<?= isset($lead_edit_data['pincode']) ? htmlspecialchars($lead_edit_data['pincode']) : ''; ?>">
+    </div>
+    <div class="form-group col-md-3">
+        <label for="address">Address</label>
+        <textarea class="form-control" id="address" name="address" rows="1"><?= isset($lead_edit_data['address']) ? htmlspecialchars($lead_edit_data['address']) : ''; ?></textarea>
+    </div>
+
+</div>

app/Views/rfq/car.php

@@ -68,7 +68,11 @@
     </div>
 
     <!-- Address -->
-    <div class="form-group col-md-6">
+    <div class="form-group col-md-3">
+        <label for="pinCode">Pin Code</label>
+        <input type="text" class="form-control" id="pinCode" name="pincode" value="<?= isset($lead_edit_data['pincode']) ? htmlspecialchars($lead_edit_data['pincode']) : ''; ?>">
+    </div>
+    <div class="form-group col-md-3">
         <label for="address">Address:</label>
         <textarea class="form-control" id="address" name="address"><?= isset($lead_edit_data['address']) ? htmlspecialchars($lead_edit_data['address']) : ''; ?></textarea>
     </div>

app/Views/rfq/cgl.php

@@ -14,7 +14,7 @@
             <div class="form-check form-check-inline">
                 <input class="form-check-input" type="radio" id="multi_floater" name="risk_location" value="multi_with_floter"
                     <?= isset($lead_edit_data['risk_location']) && $lead_edit_data['risk_location'] == 'multi_with_floter' ? 'checked' : ''; ?>>
-                <label class="form-check-label" for="multi_floater">multi_with_floter</label>
+                <label class="form-check-label" for="multi_floater">Multi With Floater</label>
             </div>
             <div class="form-check form-check-inline">
                 <input class="form-check-input" type="radio" id="multi_no_floater" name="risk_location" value="multi_without_floter"
@@ -81,7 +81,11 @@
     </div>
 
     <!-- Communication Address -->
-    <div class="form-group col-md-6">
+    <div class="form-group col-md-3">
+        <label for="pinCode">Pin Code</label>
+        <input type="text" class="form-control" id="pinCode" name="pincode" value="<?= isset($lead_edit_data['pincode']) ? htmlspecialchars($lead_edit_data['pincode']) : ''; ?>">
+    </div>
+    <div class="form-group col-md-3">
         <label for="address">Communication Address</label>
         <textarea class="form-control" id="address" name="address" rows="1"><?= isset($lead_edit_data['address']) ? htmlspecialchars($lead_edit_data['address']) : ''; ?></textarea>
     </div>

app/Views/rfq/claims_details_non_eb.php

@@ -1,6 +1,14 @@
 <?php if(isset($lead_edit_data)) { 
     $claims = !empty($lead_edit_data['fin_years_claims_array']) ? $lead_edit_data['fin_years_claims_array'] : [ ['year' => '', 'claim_amount' => '', 'status' => '', 'claim_type' => '', 'cause_of_death' => '', 'death_date' => ''] ];
-    foreach ($claims as $key => $value) { ?>
+    ?>
+    <div class="custom-control custom-switch">
+        <input type="checkbox" onchange="claimHistoryToggle()" class="custom-control-input" id="claim_history" name="claim_history" <?= $lead_edit_data['claim_history'] == 1 ? "checked" : "" ?> />
+        <label class="custom-control-label" for="claim_history">Claims History</label>
+    </div><br>
+    <?php
+
+    if ($lead_edit_data['claim_history'] == 1) {
+     foreach ($claims as $key => $value) { ?>
 
         <div class="row claim-row">
             <div class="form-group col-md-2">
@@ -13,6 +21,21 @@
                             } ?>
                 </select>
             </div>
+            <div class="form-group col-md-2">
+                <label for="first_policy_type_${increment}">Policy Type<span class="text-danger">*</span></label>
+                <input type="text" class="form-control" id="first_policy_type_${increment}" name="first_policy_type_[]"
+                value="<?= htmlspecialchars($value['policy_type']) ?>">
+            </div>
+            <div class="form-group col-md-2">
+                <label for="first_date_of_loss_${increment}">Date of Loss<span class="text-danger">*</span></label>
+                <input type="text" class="form-control loss_date" id="first_date_of_loss_${increment}" name="first_date_of_loss_[]"
+                value="<?= htmlspecialchars($value['date_of_loss']) ?>">
+            </div>
+            <div class="form-group col-md-2">
+                <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
+                <input type="text" class="form-control" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]"
+                value="<?= htmlspecialchars($value['cause_of_loss']) ?>">
+            </div>
             <div class="form-group col-md-2">
                 <label for="first_claim_amount_${increment}">Claim Amount<span class="text-danger">*</span></label>
                 <input type="text" class="form-control" id="first_claim_amount_${increment}" name="first_claim_amount[]"
@@ -23,11 +46,6 @@
                 <input type="text" class="form-control" id="first_settled_amount_${increment}" name="first_settled_amount[]"
                     value="<?= htmlspecialchars($value['settled_amount']) ?>">
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
-                <input type="text" class="form-control" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]"
-                    value="<?= htmlspecialchars($value['cause_of_loss']) ?>">
-            </div>
             <div class="form-group col-md-2">
                 <label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
                 <input type="text" class="form-control" id="first_claim_status_${increment}" name="first_claim_status[]"
@@ -41,5 +59,5 @@
             </div>
         </div>
 
-<?php } ?>
+<?php } } ?>
 <?php } ?>

app/Views/rfq/cpm.php

@@ -68,7 +68,11 @@
     </div>
 
     <!-- Address -->
-    <div class="form-group col-md-6">
+    <div class="form-group col-md-3">
+        <label for="pinCode">Pin Code</label>
+        <input type="text" class="form-control" id="pinCode" name="pincode" value="<?= isset($lead_edit_data['pincode']) ? htmlspecialchars($lead_edit_data['pincode']) : ''; ?>">
+    </div>
+    <div class="form-group col-md-3">
         <label for="address">Address</label>
         <textarea class="form-control" id="address" name="address" rows="1"><?= isset($lead_edit_data['address']) ? htmlspecialchars($lead_edit_data['address']) : ''; ?></textarea>
     </div>