diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php index b3ce68e4..e09c74ec 100755 --- a/app/Controllers/ClientController.php +++ b/app/Controllers/ClientController.php @@ -518,8 +518,8 @@ class ClientController extends AdminController public function updateEmpAndPolicyStatus() { - $return = $this->clientPolicyModel->updateStatus(); + return $return; $this->myLogger->logme('error', 'Client Policy Status Update Count: {data}', ['data' => $return['client']]); $this->myLogger->logme('error', 'Employee Policy Status Update Count: {data}', ['data' => $return['emp']]); } @@ -5066,10 +5066,12 @@ class ClientController extends AdminController ->where('policy_no', $policy_no) ->countAllResults(); + $client_policy_data = $this->clientPolicyModel->where('is_active', 1)->where('policy_status', 1)->where('policy_no', trim($policy_no))->first(); + if ($data > 0) { - return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data], 200); + return $this->respond(['status' => true, 'message' => 'This policy number is already linked to another client', 'data' => $data, 'code' => 409, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200); } else { - return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data], 200); + return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404, 'received_data' => $received_data, 'client_policy_id' => $client_policy_data['id'] ?? null], 200); } } diff --git a/app/Controllers/DashboardController.php b/app/Controllers/DashboardController.php index 73c2e31a..369f9444 100755 --- a/app/Controllers/DashboardController.php +++ b/app/Controllers/DashboardController.php @@ -225,20 +225,23 @@ class DashboardController extends AdminController $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); + //BDS dashboard data + // $businessTeamData = $this->policyTransactionModel->getBusinessReportList(); + // $financeTeamData = $this->policyTransactionModel->getFinanceReportList(); + // $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData); + // $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData); + $businessTeamData = []; + $financeTeamData = []; + $businessTeamStatusData = []; + $financeTeamStatusData = []; $data['client_branch_emp_list'] = $results; $session = \Config\Services::session(); $session->set('enrollment_data', json_encode($data)); - // echo "
";
             $data['pendingActionsData'] = $pendingActionsData;
             $data['businessTeamCount'] = count($businessTeamData) ?? 0;
-            // dd($businessTeamData);
             $data['financeTeamCount'] = count($financeTeamData) ?? 0;
             $data['businessTeamStatusData'] = $businessTeamStatusData;
             $data['financeTeamStatusData'] = $financeTeamStatusData;
diff --git a/app/Controllers/EmployeeController.php b/app/Controllers/EmployeeController.php
index a4666518..3bf6a341 100755
--- a/app/Controllers/EmployeeController.php
+++ b/app/Controllers/EmployeeController.php
@@ -35,7 +35,7 @@ use App\Controllers\JobWorker;
 use App\Controllers\Jobs\SubJob;
 use App\Controllers\EmployeeServiceController;
 use App\Controllers\EmpDataServiceController;
-
+use App\Models\ThzMasterModel;
 use CodeIgniter\API\ResponseTrait;
 
 use PhpOffice\PhpSpreadsheet\Spreadsheet;
@@ -1471,6 +1471,7 @@ class EmployeeController extends AdminController
             $template_data_path = WRITEPATH . 'e_card_template/';
             // $tpa_short_name = strtolower(str_replace(' ', '_', $get_emp_code_and_client_policy_id['short_name'])) . '.html';
             $tpa_short_name = 'common.html';
+            // $tpa_short_name = 'new_ecard.html';
             $final_path = $template_data_path . $tpa_short_name;
         
             $this->myLogger->logme('error', 'Checking if template file exists at: ' . $final_path);
@@ -1523,10 +1524,12 @@ class EmployeeController extends AdminController
                     '{QR_IOS}' => base_url() . 'public/e_card_imgs/ios.png',
                     '{QR_ANDROID_2}' => base_url() . 'public/e_card_imgs/play_store.png',
                     '{QR_IOS_2}' => base_url() . 'public/e_card_imgs/appstore.png',
+                    '{NHANCE_N_LOGO}' => base_url() . 'public/assets/images/Nhance_Favi.png',
                 ];
 
                 $placeholders['{LEVELS}'] = $this->generateAcmAndMForEcard($client_id);
-        
+                $placeholders['{NETWORK_HOSPITAL}'] = $this->generateNetworkHospitalsForEcard($value['network_hospitals']);
+       
                 foreach ($placeholders as $placeholder => $replaceValue) {
                     $htmlContent = str_replace($placeholder, $replaceValue, $htmlContent);
                 }
@@ -1534,13 +1537,23 @@ class EmployeeController extends AdminController
                 $html .= $htmlContent;
             }
 
+            // return $html;
             // DomPdf 
             $options = new Options();
             $options->set('isRemoteEnabled', true);
             $options->set('isHtml5ParserEnabled', true);
 
             $dompdf = new Dompdf($options);
-            $dompdf->loadHtml('' . $html); // remove the margin
+            // $dompdf->loadHtml('' . $html); // remove the margin
+            $dompdf->loadHtml('
+                
+                ' . $html
+            );
+
             $dompdf->setPaper('A4', 'portrait');
             $dompdf->render();
 
@@ -2939,20 +2952,43 @@ class EmployeeController extends AdminController
     
         // Generate the HTML content
         $html = '';
-    
+        
+        $level_index = 1;
         foreach ($levels as $level => $contacts) {
             $displayLevel = $level == 3 ? 1 : 2; // Switch levels for display
-            $html .= '
Level ' . $displayLevel . '
';
+            if($level_index == 1){
+                $html .= 'Level ' . $displayLevel . '
';
+            }else{
+                $html .= '
 Level ' . $displayLevel . '
';
+            }
             foreach ($contacts as $index => $contact) {
                 $html .= ($index + 1) . '. ' . $contact['first_name'] . ' / ' . $contact['mobile'] . ' / ' . $contact['email'] . '
';
             }
+            $level_index++;
         }
     
-        $html .= '


';
+        $html .= '
';
     
         return $html;
     }
 
+    public function generateNetworkHospitalsForEcard($network_hospitals)
+    {
+        $html = "";
+        if (!empty($network_hospitals)) {
+            $html = '

+                        Network Hospital:
+                        ' . $network_hospitals . '
+                    
';
+        }
+
+        // For debugging
+        // print_r($html); die;
+
+        return $html;
+    }
+
+
     public function getBatchFileData()
     {
         $file_id = $this->request->getGet('file_id');
@@ -3065,7 +3101,8 @@ class EmployeeController extends AdminController
             } else {
                 $text   = "create";
                 $data['created_by'] = get_session_userid();
-                $this->thzMasterModel->insert($data);
+                $thzMasterModel = new ThzMasterModel();
+                $thzMasterModel->insert($data);
                 $insertID = $this->partnerEndorsementRequestModel->insertID();
                 $result = true;
             }
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index 65c7db4f..41499b5a 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -263,6 +263,7 @@ class PolicyTransactionController extends BaseController
         $data = $this->preparePolicyData();
         $data['cd_ac_pk'] = $this->request->getPost('cd_ac_no');
         $data['issuer'] = 2;
+        $data['status'] = 'completed';
         $this->myLogger->logme('error', 'Policy Trancaction modified form data ( insert data ) : '. json_encode($data));
 
 
@@ -278,7 +279,6 @@ class PolicyTransactionController extends BaseController
         $data = $this->request->getPost();
 
         // print_r($data); die;
-        // var_dump($data); die;
 
         if (empty($data['policy_issue_date'])) {
             $data['policy_issue_date'] = null;
@@ -306,7 +306,6 @@ class PolicyTransactionController extends BaseController
             $data['last_action_date'] = change_date_format($data['last_action_date']);
         }
 
-
         // Separate Insurer and TPA Branch IDs and IDs
         if (isset($data['insurer_id']) && !empty($data['insurer_id'])) {
             list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
@@ -375,6 +374,7 @@ class PolicyTransactionController extends BaseController
 
                 $pt_co_share_details = $this->insertOrUpdateCoShareDetails($data, $insert);
 
+                $client_policy_id = null;
                 if ($data['ct_type'] == 2) {
                     $client_policy_insert_data = $this->prepareClientPolicyInsertData($data);
                     $client_policy_id = $this->clientPolicyModel->insert($client_policy_insert_data);
@@ -393,7 +393,6 @@ class PolicyTransactionController extends BaseController
             $clientController = new ClientController();
             $data['client_kyc_primary_table']  =  $clientController->generateKycPrimaryTable($data['client_id']);
             $data['client_kyc_other_table']  =  $clientController->generateKycOthersTable($data['client_id']);
-
             $data['entity_type_id'] =  $client_data['entity_type_id'];
 
             return $this->respondSuccess($insert, "Policy transaction created successfully", $data);
@@ -434,20 +433,20 @@ class PolicyTransactionController extends BaseController
                     }
                 }
 
-                if($old_pt_data['status'] != "completed"){
-                    if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
-                        if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
-                            $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
-                        }
-                    }
-                }
+                // if($old_pt_data['status'] != "completed"){
+                //     if ($data['status'] == 'completed' && $data['ct_type'] == 2) {
+                //         if ($data['client_type'] == 1 && $data['is_cd_reduce_from_bds'] == 1) {
+                //             $this->processCompletedStatus($data, $data['client_policy_id'], $data['insurer_id'], $id);
+                //         }
+                //     }
+                // }
 
                 $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
             }
 
             if(isset($data['cd_amt_changed']) && !empty($data['cd_amt_changed'])){
                 $policy_data = $this->policyTransactionModel->where('is_active', 1)->where('id', $id)->first();
-                $this->cdCorrection($policy_data, $data['cd_amt_changed']);
+                $this->cdCorrection($policy_data, $data['cd_amt_changed'], $id);
             }
 
             $client_data = $this->clientModel->where('id', $data['client_id'])->first();
@@ -469,10 +468,6 @@ class PolicyTransactionController extends BaseController
     {
         // Prepare data for insertion and updating
         $coShareDetails = [];
-
-        // print_r($data); die;
-        // die;
-
         if (isset($data['co_share_id']) && !empty($data['co_share_id'])) {
             $this->removePtCoShareRecords($data['co_share_id'], $pt_id);
         }
@@ -566,7 +561,6 @@ class PolicyTransactionController extends BaseController
             }
 
             // print_r($this->PTCOShareDetailsModel->getLastQuery()); die;
-
             // print_r($coShareDetails); 
             // die;
 
@@ -630,7 +624,8 @@ class PolicyTransactionController extends BaseController
             'updated_by' => get_session_userid(),
             'event_name' => 'inception',
             'is_active' => 1,
-            'cd_ac_pk'  => $data['cd_ac_pk']
+            'cd_ac_pk'  => $data['cd_ac_pk'],
+            'pt_id' => $policyTranId ?? null,
         ];
 
         $result = DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
@@ -641,7 +636,7 @@ class PolicyTransactionController extends BaseController
         }
     }
 
-    private function cdCorrection($data, $amt)
+    private function cdCorrection($data, $amt, $policyTranId)
     {
         $totalAmount = (int)($amt ?? 0);
         $description = 'The following amount of Rs. ' . $totalAmount . '/- has been debited towards the difference arising from the change in the BDS base premium.';
@@ -659,7 +654,8 @@ class PolicyTransactionController extends BaseController
             'updated_by' => get_session_userid(),
             'event_name' => 'inception',
             'is_active' => 1,
-            'cd_ac_pk'  => $data['cd_ac_pk']
+            'cd_ac_pk'  => $data['cd_ac_pk'],
+            'pt_id' => $policyTranId ?? null,
         ];
 
         DepositHelper::saveDeposit($cdTransactionData, get_session_userid());
@@ -1039,13 +1035,22 @@ class PolicyTransactionController extends BaseController
             $data['is_active']  = 0;
             $policy_transaction_data = $this->policyTransactionModel->where('id', $id)->first();
             if($policy_transaction_data['policy_type_id'] > 7 && $type == 0){
+
                 $this->policyTransactionModel->where('id', $id)->set($data)->update();
                 $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
                 $this->clientPolicyModel->where('id', $policy_transaction_data['client_policy_id'])->set($data)->update();
                 $this->policyTransactionModel->where('client_policy_id', $policy_transaction_data['client_policy_id'])->set($data)->update();
+
+                $cd_transaction_model = new ClientDepositModel();
+                $this->$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+
             }else{
                 $this->policyTransactionModel->where('id', $id)->set($data)->update();
                 $this->PTCOShareDetailsModel->where('pt_id', $id)->set($data)->update();
+                
+                $cd_transaction_model = new ClientDepositModel();
+                $this->$cd_transaction_model->where('policy_transaction_id', $id)->set($data)->update();
+
             }
             return $this->respond(['status' => true, 'code' => 200, 'message' => 'Policy Transaction removed successfully'], 200);
         } else {
@@ -1173,6 +1178,7 @@ class PolicyTransactionController extends BaseController
     {
         $id = $this->request->getPost('id');
         $data = $this->preparePolicyTransactionData();
+        $data['status'] = 'completed';
         // print_r($data); die;
 
         if (!$id) {
@@ -1340,9 +1346,9 @@ class PolicyTransactionController extends BaseController
         if ($update) {
 
             $this->insertTransactionStatus($id, $data, 1);
-            if($old_endorse_data['status'] != "completed"){
-                $this->handleCompletedStatus($data, $id);
-            }
+            // if($old_endorse_data['status'] != "completed"){
+            //     $this->handleCompletedStatus($data, $id);
+            // }
             $this->insertOrUpdateCoShareDetails($data, $id);
 
 
@@ -1358,30 +1364,33 @@ class PolicyTransactionController extends BaseController
 
             $tolamt = (int) $data['total'][0] ?? 0;
 
-            $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
-                ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
-            
-            $cd_tranction_data = [
-                'amount' => abs($tolamt),
-                'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
-                'client_id' => $data['client_id'],
-                'client_policy_id' => $data['client_policy_id'],
-                'endorsement_no' => null,
-                'cd_ac_no' => $data['cd_ac_no'] ?? null,
-                'insurer_id' => $data['insurer_id'],
-                'description' => $description,
-                'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
-                'updated_by' => get_session_userid(),
-                'event_name' => $data['action_type'],
-                'is_active' => 1,
-                'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
-            ];
+            if(!empty($tolamt)){
+                $description = 'The following amount of Rs. ' . round($tolamt, 2) . '/- has been' .
+                    ($data['action_type'] == 'deletion' ? ' Credit ' : ' Debit ') . 'from the policy transaction (BDS)';
+                
+                $cd_tranction_data = [
+                    'amount' => abs($tolamt),
+                    'sub_type_id' => $data['action_type'] == 'deletion' ? 3 : 4,
+                    'client_id' => $data['client_id'],
+                    'client_policy_id' => $data['client_policy_id'],
+                    'endorsement_no' => null,
+                    'cd_ac_no' => $data['cd_ac_no'] ?? null,
+                    'insurer_id' => $data['insurer_id'],
+                    'description' => $description,
+                    'transaction_type' => $data['action_type'] == 'deletion' ? 'Credit' : 'Debit',
+                    'updated_by' => get_session_userid(),
+                    'event_name' => $data['action_type'],
+                    'is_active' => 1,
+                    'cd_ac_pk' => $data['cd_ac_pk'] ?? null,
+                    'pt_id' => $policy_tran_id ?? null,
+                ];
 
-            $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
+                $result = DepositHelper::saveDeposit($cd_tranction_data, get_session_userid());
 
-            if(isset($result['success']) && $result['success']){
-                $update_data['ct_tran_id'] = $result['insert_id'];
-                $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
+                if(isset($result['success']) && $result['success']){
+                    $update_data['ct_tran_id'] = $result['insert_id'];
+                    $this->policyTransactionModel->where('id', $policy_tran_id)->set($update_data)->update();
+                }
             }
 
         }
@@ -1411,13 +1420,13 @@ class PolicyTransactionController extends BaseController
             ->orderBy('id', 'asc')
             ->first();
 
-        $pt_id = null;    
+        $pt_id = null;   
+
         if(!empty($data)){
             $inception_data = $this->policyTransactionModel->where('policy_no', $data['policy_no'])->where('client_id', $data['client_id'])->first();
             $pt_id = $inception_data['id'];
         }    
 
-
         if (!empty($data['policy_start_date'])) {
             $data['policy_start_date'] =  change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
         }
@@ -1578,6 +1587,16 @@ class PolicyTransactionController extends BaseController
 
         // print_r($data['endorse_eff_date']); die;
 
+        $pt_bp_amt = $this->PTCOShareDetailsModel
+            ->select('bp_amt, amount')
+            ->where('pt_id', $id)
+            ->where('co_share_type', 1)
+            ->where('is_active', 1)
+            ->first();
+
+        // dd(db_connect()->getLastQuery() ,$pt_bp_amt);
+        $data['base_cd_amount'] = $pt_bp_amt['amount'] ?? null;
+
         if ($data) {
             return $this->respond(['status' => true, 'data' => $data, 'pt_id' => $pt_id], 200);
         } else {
diff --git a/app/Helpers/DepositHelper.php b/app/Helpers/DepositHelper.php
index 9549f8a1..495797f3 100755
--- a/app/Helpers/DepositHelper.php
+++ b/app/Helpers/DepositHelper.php
@@ -66,7 +66,8 @@ class DepositHelper
             'updated_by' => $data['updated_by'],
             'balance' => $newBalance, // Include the new balance in the data array
             'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null,
-            'record_date' => $data['record_date'] ?? null
+            'record_date' => $data['record_date'] ?? null,
+            'policy_transaction_id' => $data['pt_id'] ?? null
         ];
 
         // Insert data and get the insert ID
diff --git a/app/Models/ClientDepositModel.php b/app/Models/ClientDepositModel.php
index 9d45f38f..8a61b204 100755
--- a/app/Models/ClientDepositModel.php
+++ b/app/Models/ClientDepositModel.php
@@ -28,7 +28,8 @@ class ClientDepositModel extends Model
         "event_name",
         "unit",
         "cd_ac_pk",
-        "record_date"
+        "record_date",
+        "policy_transaction_id",
     ];
 
    
diff --git a/app/Models/EmployeePolicyModel.php b/app/Models/EmployeePolicyModel.php
index 041ac791..bea76e50 100755
--- a/app/Models/EmployeePolicyModel.php
+++ b/app/Models/EmployeePolicyModel.php
@@ -1471,7 +1471,7 @@ class EmployeePolicyModel extends Model
 
                     ep.tpa_id, 
                     ep.uhid,
-                    ep.policy_end_date,
+                    cp.policy_end_date,
                     ep.basic_cover_si,
 
                     clients.client_name, 
@@ -1537,7 +1537,7 @@ class EmployeePolicyModel extends Model
 
                     ep.tpa_id, 
                     ep.uhid,
-                    ep.policy_end_date,
+                    cp.policy_end_date,
                     ep.basic_cover_si,
 
                     clients.client_name, 
diff --git a/app/Models/PolicyTransactionModel.php b/app/Models/PolicyTransactionModel.php
index 6ea94e65..2e935ead 100644
--- a/app/Models/PolicyTransactionModel.php
+++ b/app/Models/PolicyTransactionModel.php
@@ -305,7 +305,7 @@ class PolicyTransactionModel extends Model
 
         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('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -881,7 +881,7 @@ class PolicyTransactionModel extends Model
 
         if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
 
-            $fromDate = date('Y-m-d', strtotime('-60 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             if (empty($where)) {
@@ -1060,7 +1060,7 @@ 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($issuer) && empty($where)) {
-            $fromDate = date('Y-m-d', strtotime('-60 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1108,7 +1108,7 @@ class PolicyTransactionModel extends Model
             ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.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')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
             ->where('policy_transaction.is_active', 1)
             ->where('policy_transaction.action_type !=', 'inception');
 
@@ -1163,7 +1163,7 @@ class PolicyTransactionModel extends Model
 
         if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
 
-            $fromDate = date('Y-m-d', strtotime('-60 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1313,7 +1313,7 @@ class PolicyTransactionModel extends Model
                 ->where('policy_transaction.' . $date_type . '<=', $endDate);
         } else {
 
-            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1416,7 +1416,7 @@ class PolicyTransactionModel extends Model
                 ->where('policy_transaction.' . $date_type . '<=', $endDate);
         } else {
 
-            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1457,7 +1457,7 @@ class PolicyTransactionModel extends Model
 
     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"));
+        $dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
 
         $builder = $this->db->table('policy_transaction')
             ->select("
@@ -1519,7 +1519,7 @@ class PolicyTransactionModel extends Model
                 ->where('policy_transaction.' . $date_type . '<=', $endDate);
         } else {
 
-            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1624,7 +1624,7 @@ class PolicyTransactionModel extends Model
             $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                 ->where('policy_transaction.' . $date_type . '<=', $endDate);
         } else {
-            $fromDate = date('Y-m-d', strtotime('-30 days'));
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
             $toDate = date('Y-m-d 23:59:59');
 
             $builder->where('policy_transaction.created_at >=', $fromDate)
@@ -1712,7 +1712,7 @@ class PolicyTransactionModel extends Model
     //function for fetch renewal report data
     public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
     {
-        $fromDate = date('Y-m-d', strtotime('-60 days'));
+        $fromDate = date('Y-m-d', strtotime('-90 days'));
         $toDate = date('Y-m-d 23:59:59');
 
         if (!empty($start_date) && !empty($end_date)) {
diff --git a/app/Views/DashBoard.php b/app/Views/DashBoard.php
index ba72d495..e71d67ff 100755
--- a/app/Views/DashBoard.php
+++ b/app/Views/DashBoard.php
@@ -208,7 +208,7 @@
 
                     
 
-                         
  • 
+                         
 
                     
                     
@@ -262,7 +262,7 @@
                     
 
                     
-                        
+                        
                     
                     
                         
diff --git a/app/Views/policy_transaction_endorsement_form.php b/app/Views/policy_transaction_endorsement_form.php
index 44482aab..9701ac2c 100644
--- a/app/Views/policy_transaction_endorsement_form.php
+++ b/app/Views/policy_transaction_endorsement_form.php
@@ -1,119 +1,118 @@