Merge remote-tracking branch 'origin/dev' into dev

app/Controllers/EmpDataServiceController.php

@@ -1032,8 +1032,9 @@ class EmpDataServiceController extends BaseController
             return false;
         }
 
+
         //for cd tranction and cd master data is empty check
-        if(!empty($inceptionData) && $inceptionData != null){
+        if(!empty($inceptionData) && $inceptionData != null || !empty($additionData) && $additionData != null || !empty($dependentAdditionData) && $dependentAdditionData != null){
 
             $policy_details = $this->clientPolicyModel->where('id', $export_data['client_policy_id'])->first();
 
@@ -1065,6 +1066,14 @@ class EmpDataServiceController extends BaseController
                 $totals =  $totals + $item->total;
             }
 
+            foreach ($additionData as $item) {
+                $totals =  $totals + $item->total;
+            }
+
+            foreach ($dependentAdditionData as $item) {
+                $totals =  $totals + $item->total;
+            }
+
              $totals = round($totals, 2);
             
             
@@ -1127,8 +1136,7 @@ class EmpDataServiceController extends BaseController
             AND `insurer_excel_export_template`.`type_name` = :type_name:
             LIMIT 1";
         
-            $binds = ['client_policy_id' => (int)$export_data['client_policy_id'],
+        $binds = ['client_policy_id' => (int)$export_data['client_policy_id'],'type_name' => $export_data['actions']];
-                             'type_name' => $export_data['actions']];
         $query = db_connect()->query($sql,$binds);
         $template_json = $query->getRowArray();
 

app/Controllers/SalesController.php

@@ -2028,6 +2028,35 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
             ORDER BY l.created_at DESC
         ", [$uid, $fyStart, $fyEnd])->getResultArray();
 
+        // ── Lost Leads for this user in FY (Opportunities tab — toggle off) ──
+        $lossLeads = $db->query("
+            SELECT
+                l.id AS opportunities_id,
+                l.actual_lead_id,
+                COALESCE(l.lead_form_type, 1) AS lead_form_type_id,
+                l.lead_type AS lead_type_id,
+                sal.company_name    AS company,
+                l.client_name       AS client_name,
+                CASE WHEN COALESCE(l.lead_form_type, 1) = 1 THEN 'EB' ELSE 'Non-EB' END AS lead_form_type,
+                CASE
+                    WHEN l.lead_type = 1 THEN 'Fresh'
+                    WHEN l.lead_type = 2 THEN 'Renewal'
+                    WHEN l.lead_type = 3 THEN 'Roll Over'
+                    ELSE ''
+                END AS lead_type,
+                l.created_at        AS created_at,
+                l.status,
+                l.lost_reason       AS lost_reason
+            FROM leads l
+            INNER JOIN sales_actual_leads sal
+                    ON sal.lead_id = l.actual_lead_id
+            WHERE l.status          = 'lost'
+              AND sal.assigned_to   = ?
+              AND l.created_at     >= ?
+              AND l.created_at     <= ?
+            ORDER BY l.created_at DESC
+        ", [$uid, $fyStart, $fyEnd])->getResultArray();
+
         // -- NOTE: AND TRIM(sal.company_name) = TRIM(l.client_name)
         $result[$uid] = [
             'total_policies' => $totalPolicies,
@@ -2035,6 +2064,7 @@ private function buildOppAchievement($db, array $sales_manager_ids, $branchId, s
             'target_amt'     => $targetAmt,
             'policies'       => $policies,
             'won_leads'      => $wonLeads,   // for Table 2 in modal Tab 2
+            'loss_leads'     => $lossLeads,
         ];
     }
 

app/Views/insurer_export_templete.php

@@ -14,7 +14,8 @@
         text-overflow: ellipsis;
     }
 
-    .select2-hidden-accessible + .select2-container .select2-dropdown {
+    /* Hide dropdown list only for the insurer copy select (search-only UX) */
+    #insurer.select2-hidden-accessible + .select2-container .select2-dropdown {
       display: none !important;
     }
 
@@ -53,6 +54,14 @@
         z-index: 1060;
     }
 
+    #template_modal .select2-container {
+        z-index: 1061;
+    }
+
+    #template_modal .select2-dropdown {
+        z-index: 1062;
+    }
+
     #template_modal.show {
         display: flex !important;
         align-items: center;
@@ -276,6 +285,44 @@
 <script>
     var insurerTemplateDataTable = null;
     var templateDebugPrefix = '[InsurerTemplate]';
+    var insurerDbColumnOptions = <?= json_encode($db_column_name ?? [], JSON_HEX_TAG | JSON_HEX_APOS | JSON_HEX_QUOT | JSON_HEX_AMP) ?>;
+
+    function buildDbColumnSelectOptions() {
+        var html = '<option value="" selected>Select</option>';
+        if (!insurerDbColumnOptions || typeof insurerDbColumnOptions !== 'object') {
+            return html;
+        }
+        Object.keys(insurerDbColumnOptions).forEach(function (label) {
+            var value = insurerDbColumnOptions[label];
+            html += '<option value="' + String(value).replace(/"/g, '&quot;') + '">' + String(label).replace(/</g, '&lt;') + '</option>';
+        });
+        return html;
+    }
+
+    function initDbColumnSelect2($select) {
+        if (!$select || !$select.length || typeof $.fn.select2 !== 'function') {
+            return;
+        }
+        if ($select.hasClass('select2-hidden-accessible')) {
+            $select.select2('destroy');
+        }
+        $select.select2({
+            placeholder: 'Select',
+            allowClear: true,
+            width: '100%',
+            dropdownParent: $('#template_modal')
+        });
+    }
+
+    function destroyDbColumnSelect2InContainer(container) {
+        var $container = container ? $(container) : $('#dynamic-form-container');
+        $container.find('.db-column-name-select').each(function () {
+            var $el = $(this);
+            if ($el.hasClass('select2-hidden-accessible')) {
+                $el.select2('destroy');
+            }
+        });
+    }
 
     function showTemplateModal() {
         var $modal = $('#template_modal');
@@ -662,6 +709,7 @@
             input.preventDefault();
         }
         $('#myCenterModalLabel').text('Create Template');
+        destroyDbColumnSelect2InContainer();
         $('#dynamic-form-container').empty();
         addHTMLInput();
         showTemplateModal();
@@ -672,6 +720,10 @@
         const container = document.getElementById('dynamic-form-container');
         const newRow = document.createElement('div');
         newRow.className = 'form-row dynamic-form-row';
+        const disableDbSelect = data !== null && data !== undefined && data !== '' && data.default_value != "" && data.default_value != null;
+        const headerValue = data !== null && data !== undefined && data !== '' ? (data.column_name || '') : '';
+        const defaultValue = data != null && data != undefined && data != '' && data.default_value != "" && data.default_value != null ? data.default_value : '';
+
         newRow.innerHTML = `
         <div class="mt-3 p-3" style="width: 100%; background: #F7F7F7; 
             border-radius: 30px !important;  
@@ -681,24 +733,19 @@
         ">
             <div class="form-group col-md-3">
                 <label for="db_column_name">DataBase Column Name<span class="text-danger"></span></label>
-                <select class="form-control db-column-name-select dbColumn" name="db_column_name[]" onchange="checkForDuplicates(this); handleDbColumnChange(this)" ${data !== null && data !== undefined && data !== '' && data.default_value != "" && data.default_value != null ? 'disabled' : ''}>
+                <select class="form-control db-column-name-select" name="db_column_name[]" onchange="checkForDuplicates(this); handleDbColumnChange(this)"${disableDbSelect ? ' disabled' : ''}>
-                    <option value="" selected >Select</option>
+                    ${buildDbColumnSelectOptions()}
-                    <?php if (!empty($db_column_name)){ ?>
-                        <?php foreach ($db_column_name as $key => $value) { ?>
-                            <option value="<?= $value ?>"><?= $key ?></option>
-                        <?php } ?>
-                    <?php } ?>
                 </select>
             </div>
 
             <div class="form-group col-md-4">
                 <label for="excel_column_name">Header Name<span class="text-danger">*</span></label>
-                <input id="excel_column_name" value="${data !== null && data !== undefined && data !== '' ? data.column_name : ''}" class="form-control" type="text" name="excel_column_name[]" placeholder="Excel Header Column Name">
+                <input id="excel_column_name" value="${headerValue}" class="form-control" type="text" name="excel_column_name[]" placeholder="Excel Header Column Name">
             </div>
 
             <div class="form-group col-md-3">
                 <label for="default_value">Default Value<span class="text-danger"></span></label>
-                <input id="default_value" value="${data != null && data != undefined && data != '' && data.default_value != "" && data.default_value != null ? data.default_value : ''}" class="form-control" type="text" name="default_value[]" placeholder="Excel Default value">
+                <input id="default_value" value="${defaultValue}" class="form-control" type="text" name="default_value[]" placeholder="Excel Default value">
             </div>
 
             <div class="form-group col-md-2" style="position: relative;left: 28px;">
@@ -708,13 +755,14 @@
         </div>
         `;
         container.appendChild(newRow);
+        var $dbSelect = $(newRow).find('.db-column-name-select');
         if (data != null && data.db_column_name != undefined) {
-            const selectElement = newRow.querySelector('.db-column-name-select');
+            $dbSelect.val(data.db_column_name);
-            selectElement.value = data.db_column_name;
+        }
-            $('.dbColumn').select2();
+        initDbColumnSelect2($dbSelect);
+        if (data != null && data.db_column_name != undefined) {
+            $dbSelect.trigger('change');
         }
-
-        $('.dbColumn').select2();
     }
 
     // function removeHTMLInput(element) 
@@ -731,6 +779,12 @@
 
         if (rows.length > 1) {
             const row = element.closest('.dynamic-form-row');
+            $(row).find('.db-column-name-select').each(function () {
+                var $el = $(this);
+                if ($el.hasClass('select2-hidden-accessible')) {
+                    $el.select2('destroy');
+                }
+            });
             row.remove();
         } 
     }
@@ -813,6 +867,7 @@
                 var data = JSON.parse(res.data.jsoncolumns)
                 // console.log(JSON.parse(res.data.jsoncolumns));
 
+                destroyDbColumnSelect2InContainer();
                 $('#dynamic-form-container').empty();
 
                 $.each(data, function(index, item) {
@@ -855,6 +910,7 @@
 
     $('.close').click(function() 
     {   
+        destroyDbColumnSelect2InContainer();
         $('#dynamic-form-container').empty();
         $('#policy_type').val('');
         $('#event').val('').change();
@@ -926,9 +982,9 @@
         let $dbSelect = $row.find('select[name="db_column_name[]"]');
 
         if ($defaultInput.val().trim() !== '') {
-            $dbSelect.val('').trigger('change').prop('disabled', true);
+            $dbSelect.val(null).trigger('change').prop('disabled', true);
         } else {
-            $dbSelect.prop('disabled', false);
+            $dbSelect.prop('disabled', false).trigger('change');
         }
     });
 

app/Views/insurer_or_tpa_data.php

@@ -1256,11 +1256,20 @@
     // Start the interval
     function startInterval() {
         if (!submitInterval) {
-            messageShown = false; // Reset message flag
+            messageShown = false;
+
             submitInterval = setInterval(function() {
                 checkCDBalance();
             }, 2000);
+
             console.log("Checking CD balance started...");
+
+            // Stop after 15 seconds
+            setTimeout(function() {
+                clearInterval(submitInterval);
+                submitInterval = null;
+                console.log("Checking CD balance stopped after 15 seconds.");
+            }, 15000);
         }
     }
 

app/Views/sales/branch_level_dashboard_view.php

@@ -230,6 +230,17 @@
     .opp-card { background: #f8fafd; border-radius: 12px; padding: 16px; border: 1px solid #e4eaf5; text-align: center; }
     .opp-card-val { font-size: 22px; font-weight: 800; color: #0f172a; }
     .opp-card-lbl { font-size: 11px; color: #7c8db0; font-weight: 700; margin-top: 4px; letter-spacing: .04em; }
+    .opp-section-head { display: flex; justify-content: space-between; align-items: center; margin: 24px 0 12px; gap: 12px; flex-wrap: wrap; }
+    .opp-section-head .split-section-title { margin: 0; }
+    .opp-toggle-wrap { display: flex; align-items: center; gap: 10px; flex-shrink: 0; }
+    .opp-toggle-lbl { font-size: 12px; font-weight: 700; color: #94a3b8; transition: color .2s; }
+    .opp-toggle-lbl.active { color: #0f172a; }
+    .opp-toggle-switch { position: relative; display: inline-block; width: 44px; height: 24px; flex-shrink: 0; }
+    .opp-toggle-switch input { opacity: 0; width: 0; height: 0; }
+    .opp-toggle-slider { position: absolute; cursor: pointer; inset: 0; background: #cbd5e1; border-radius: 99px; transition: background .2s; }
+    .opp-toggle-slider::before { content: ""; position: absolute; height: 18px; width: 18px; left: 3px; bottom: 3px; background: #fff; border-radius: 50%; transition: transform .2s; box-shadow: 0 1px 3px rgba(15,23,42,0.15); }
+    .opp-toggle-switch input:checked + .opp-toggle-slider { background: #4f46e5; }
+    .opp-toggle-switch input:checked + .opp-toggle-slider::before { transform: translateX(20px); }
 
     @media(max-width:900px) { .list-col-head,.achieve-row { grid-template-columns: 220px 1fr 110px 110px 110px; } .col-lbl:nth-child(6),.col-lbl:nth-child(7),.achieve-row>*:nth-child(6),.achieve-row>*:nth-child(7) { display: none; } }
     @media(max-width:640px) { .list-col-head { display: none; } .achieve-row { grid-template-columns: 1fr auto; gap: 12px; padding: 14px 16px; } .achieve-row>*:not(:nth-child(1)):not(:nth-child(7)) { display: none; } .section-head { flex-direction: column; align-items: flex-start; gap: 12px; } .modal-summary { grid-template-columns: repeat(2,1fr); } .target-edit-panel { grid-template-columns: 1fr; } .opp-summary-cards { grid-template-columns: 1fr 1fr; } }
@@ -502,7 +513,9 @@ const TEAM     = <?php echo json_encode($team_achievement ?? []); ?>;
 const OPP_DATA = <?php echo json_encode($opp_achievement ?? []); ?>;
 /* OPP_DATA shape per userId:
    { total_policies, total_exp_amt, target_amt,
-     policies: [{ policy_no, issue_date, amount, created_at }] } */
+     policies: [{ policy_no, issue_date, amount, created_at }],
+     won_leads: [...], loss_leads: [...] } */
+let currentModalOppUserId = null;
 
 /* ── JS Helpers ── */
 const ACT_ICONS  = {Call:'📞',Email:'✉️',Meeting:'📅',Visit:'🚗',Demo:'🖥️','Share Docs':'📄','To Do':'✓'};
@@ -545,6 +558,89 @@ function redirectToOpportunity(leadTypeId, actualLeadId, opportunityId) {
         + encodeURIComponent(opportunityId);
 }
 
+function escOppCell(text) {
+    return String(text ?? '')
+        .replace(/&/g, '&amp;')
+        .replace(/</g, '&lt;')
+        .replace(/>/g, '&gt;')
+        .replace(/"/g, '&quot;');
+}
+
+function updateOppTableHeader(showWon) {
+    const headRow = document.getElementById('oppTableHead');
+    if (!headRow) return;
+
+    if (showWon) {
+        headRow.innerHTML =
+            '<th>Company</th>'
+          + '<th>Opportunity Type</th>'
+          + '<th>Date</th>';
+    } else {
+        headRow.innerHTML =
+            '<th>Company</th>'
+          + '<th>Opportunity Type</th>'
+          + '<th>Lost Reason</th>'
+          + '<th>Date</th>';
+    }
+}
+
+function buildOpportunityTableRows(leads, showWon) {
+    return (leads || []).map(function(l) {
+        const opportunityType = [
+            l.lead_form_type || '',
+        ].filter(Boolean).join('').toUpperCase();
+        const typeBadgeClass = l.lead_form_type === 'EB'
+            ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
+            : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
+        const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
+        const rowAttrs = canRedirect
+            ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
+                + JSON.stringify(String(l.lead_form_type_id)) + ','
+                + JSON.stringify(String(l.actual_lead_id)) + ','
+                + JSON.stringify(String(l.opportunities_id)) + ')\''
+            : '';
+
+        const lostReasonCell = showWon ? '' :
+            '<td style="font-size:12px;color:#64748b;max-width:220px;white-space:normal;">'
+            + escOppCell((l.lost_reason || '').trim() || '—')
+            + '</td>';
+
+        return '<tr' + rowAttrs + '>'
+            + '<td style="font-weight:700;color:#0f172a;">' + escOppCell(l.company || '—') + '</td>'
+            + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
+            + lostReasonCell
+            + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
+            + '</tr>';
+    }).join('');
+}
+
+function updateOppToggleLabels(showWon) {
+    const lostLbl = document.getElementById('oppToggleLblLost');
+    const wonLbl  = document.getElementById('oppToggleLblWon');
+    if (lostLbl) lostLbl.classList.toggle('active', !showWon);
+    if (wonLbl)  wonLbl.classList.toggle('active', showWon);
+}
+
+function renderOpportunitiesTable(userId, showWon) {
+    const opp = OPP_DATA[userId];
+    const tbody = document.getElementById('oppTableBody');
+    if (!tbody || !opp) return;
+
+    const leads = showWon ? (opp.won_leads || []) : (opp.loss_leads || []);
+    const colSpan = showWon ? 3 : 4;
+    updateOppTableHeader(showWon);
+    const rows  = buildOpportunityTableRows(leads, showWon);
+    const emptyMsg = showWon ? 'No won opportunities found' : 'No lost opportunities found';
+    tbody.innerHTML = rows || '<tr><td colspan="' + colSpan + '" style="text-align:center;color:#aaa;padding:24px;">' + emptyMsg + '</td></tr>';
+    updateOppToggleLabels(showWon);
+}
+
+function onOppStatusToggle(checked) {
+    if (currentModalOppUserId) {
+        renderOpportunitiesTable(currentModalOppUserId, checked);
+    }
+}
+
 function goSalesPage(page, status, memberId) {
     const url = new URL(page === 'activities' ? SALES_ACTIVITIES_URL : SALES_LEADS_URL, window.location.origin);
     url.searchParams.set('fy', getSelectedDashboardFY());
@@ -939,48 +1035,33 @@ function openModal(id) {
         //     +   '</table>'
         //     + '</div>';
 
-        /* ── Won Leads Table (Table 2) ── */
+        currentModalOppUserId = id;
-        const wonLeads = opp.won_leads || [];
-        const wonRows  = wonLeads.map(function(l) {
-            // const opportunityType = [
-            //     l.lead_form_type || '',
-            //     l.lead_type || ''
-            // ].filter(Boolean).join('/').toUpperCase();
-            const opportunityType = [
-                l.lead_form_type || '',
-            ].filter(Boolean).join('').toUpperCase();
-            const typeBadgeClass = l.lead_form_type === 'EB'
-                ? 'style="background:#eff6ff;color:#2563eb;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"'
-                : 'style="background:#f0fdf4;color:#16a34a;padding:3px 10px;border-radius:99px;font-size:11px;font-weight:700;"';
-            const canRedirect = l.lead_form_type_id && l.actual_lead_id && l.opportunities_id;
-            const rowAttrs = canRedirect
-                ? ' class="won-opportunity-row" title="Open opportunity" onclick=\'redirectToOpportunity('
-                    + JSON.stringify(String(l.lead_form_type_id)) + ','
-                    + JSON.stringify(String(l.actual_lead_id)) + ','
-                    + JSON.stringify(String(l.opportunities_id)) + ')\''
-                : '';
-
-            return '<tr' + rowAttrs + '>'
-                + '<td style="font-weight:700;color:#0f172a;">' + (l.company || '—') + '</td>'
-                + '<td><span ' + typeBadgeClass + '>' + (opportunityType || '—') + '</span></td>'
-                + '<td style="font-size:12px;color:#64748b;">' + fmtCreatedAt(l.created_at) + '</td>'
-                + '</tr>';
-        }).join('');
 
         tab2Html +=
-            '<div class="split-section-title" style="margin-top:24px;"> Opportunities </div>'
+            '<div class="opp-section-head">'
+          +   '<div class="split-section-title">Opportunities</div>'
+          +   '<div class="opp-toggle-wrap">'
+          +     '<span class="opp-toggle-lbl" id="oppToggleLblLost">Lost</span>'
+          +     '<label class="opp-toggle-switch" title="Toggle between won and lost opportunities">'
+          +       '<input type="checkbox" id="oppStatusToggle" checked onchange="onOppStatusToggle(this.checked)">'
+          +       '<span class="opp-toggle-slider"></span>'
+          +     '</label>'
+          +     '<span class="opp-toggle-lbl active" id="oppToggleLblWon">Won</span>'
+          +   '</div>'
+          + '</div>'
           + '<div style="overflow-x:auto;">'
           +   '<table class="split-table">'
-          +     '<thead><tr>'
+          +     '<thead><tr id="oppTableHead">'
           +       '<th>Company</th>'
           +       '<th>Opportunity Type</th>'
           +       '<th>Date</th>'
           +     '</tr></thead>'
-          +     '<tbody>' + (wonRows || '<tr><td colspan="3" style="text-align:center;color:#aaa;padding:24px;">No leads found</td></tr>') + '</tbody>'
+          +     '<tbody id="oppTableBody"></tbody>'
           +   '</table>'
           + '</div>';
 
     } else {
+        currentModalOppUserId = null;
         tab2Html = '<div class="empty-state"><div class="empty-icon">📋</div>No opportunities data available</div>';
     }
 
@@ -996,6 +1077,14 @@ function openModal(id) {
 
     document.getElementById('modalOverlay').classList.add('open');
     document.body.style.overflow = 'hidden';
+
+    if (currentModalOppUserId && OPP_DATA[currentModalOppUserId]) {
+        const toggle = document.getElementById('oppStatusToggle');
+        if (toggle) toggle.checked = true;
+        renderOpportunitiesTable(currentModalOppUserId, true);
+    } else {
+        currentModalOppUserId = null;
+    }
 }
 
 function switchTab(idx, btn) {
@@ -1007,6 +1096,7 @@ function switchTab(idx, btn) {
 function closeModal() {
     document.getElementById('modalOverlay').classList.remove('open');
     document.body.style.overflow = '';
+    currentModalOppUserId = null;
 }
 
 document.getElementById('modalOverlay').addEventListener('click', function(e) { if (e.target === e.currentTarget) closeModal(); });