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

app/Controllers/DashboardController.php

@@ -1015,34 +1015,27 @@ class DashboardController extends AdminController
 
         $db2 = \Config\Database::connect('preDB');
 
-        $builder = $db2->table('employees');
+        $total_employee_draft_count = $db2->table('employee_polices')
-        $total_employee_draft_count = $builder->join('employee_polices', 'employees.id = employee_polices.employee_id')
+            ->join('employees', 'employees.id = employee_polices.employee_id')
-            ->select('employee_polices.status, count(*) as count')
             ->where('DATE(employee_polices.created_at)', $today)
             ->where('employee_polices.is_active', 1)
             ->where('employees.is_active', 1)
-            ->whereIn('employee_polices.status', ['draft'])
+            ->where('employee_polices.status', 'draft')
-            ->groupBy('employee_polices.status')
             ->countAllResults();
 
-
+        $total_employee_enrolled_count = $db2->table('employee_polices')
-        $builder1 = $db2->table('employees');
+            ->join('employees', 'employees.id = employee_polices.employee_id')
-        $total_employee_enrolled_count = $builder1->join('employee_polices', 'employees.id = employee_polices.employee_id')
-            ->select('employee_polices.status, count(*) as count')
             ->where('DATE(employee_polices.created_at)', $today)
             ->where('employee_polices.is_active', 1)
             ->where('employees.is_active', 1)
-            ->whereIn('employee_polices.status', ['enrolled'])
+            ->where('employee_polices.status', 'enrolled')
-            ->groupBy('employee_polices.status')
             ->countAllResults();
 
-        $builder2 = $db2->table('files');
+        $total_open_for_enrollemnt_policy_count = $db2->table('client_policy')
-        $total_open_for_enrollemnt_policy_count = $builder2
+            ->where('open_date <=', $today)
-            ->select('COUNT(*) as count')
+            ->where('close_date >=', $today)
-            ->where('enrollment_open_date <=', $today)
-            ->where('enrollment_close_date >=', $today)
             ->where('is_active', 1)
-            ->where('status', 'success')
+            ->where('policy_status', 1)
             ->countAllResults();
 
         $data = [

app/Controllers/EmployeeRestController.php

@@ -2266,6 +2266,7 @@ class EmployeeRestController extends AdminController
                 client_policy.insurer_id as insurer_id,
                 DATE_FORMAT(client_policy.policy_start_date, '%d-%m-%Y') AS policy_start_date,
                 DATE_FORMAT(client_policy.policy_end_date, '%d-%m-%Y') AS policy_expiry_date,
+                clients.client_logo as client_logo,
                 (
                     select COALESCE(ROUND(SUM(rata_premimum + gst)), 0)
                     from employee_polices
@@ -2275,6 +2276,7 @@ class EmployeeRestController extends AdminController
                 ) as total_premium,
                 CASE WHEN policy_type.allocg IN ('Non-EB', 'Marine') THEN 'Non-EB' ELSE 'EB' END as allocg
             ", false)
+            ->join('clients', 'clients.id = client_policy.client_id', 'left')
             ->join('policy_type', 'policy_type.id = client_policy.policy_type_id', 'left')
             ->where('md5(client_policy.client_id)', $this->request->getGet('client_id'))
             ->where('client_policy.client_branch_id', $this->request->getGet('client_branch_id'))
@@ -2293,6 +2295,7 @@ class EmployeeRestController extends AdminController
             $value['policy_name']        = $policyTypeData->long_name;
             $value['insurer_name']       = $insurerData->name;
             $value['insurer_short_name'] = $insurerData->short_name;
+            $value['client_logo']        = ! empty($value['client_logo']) ? base_url() . 'public/uploads/logo/' . $value['client_logo'] : '';
             $employeeDetails             = $this->employeePolicyModel->getEmployeePolicy(client_id: $value['client_id'], policy_id: $value['client_policy_id'], status: 0, branch_id: $this->request->getGet('client_branch_id'), status_type: 'inactive');
             // dd($employeeDetails);
             $activeCount   = 0;

app/Controllers/PolicyTransactionController.php

@@ -39,6 +39,7 @@ use App\Helpers\ExcelSanitizeHelper;
 use App\Models\NhanceBranchModel;
 use App\Models\BDSDumpModel;
 use App\Models\VehicleModel;
+use CodeIgniter\CLI\CLI;
 use Exception;
 
 class PolicyTransactionController extends BaseController
@@ -5324,21 +5325,18 @@ class PolicyTransactionController extends BaseController
              $bdsInstallmentData = [];
 
             try {
-
+                $bdsInstallmentData = $this->BdsPlacementModel->getLeadInstallmentDetails();
-                $bdsInstallmentData = $this->BdsPlacementModel->getClientInstallmentDetails();
             } catch (Exception $e) {
-
                 $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
             }
 
             $this->myLogger->logme("error", "Data for BDS Installment " . json_encode($bdsInstallmentData));
-            // dd($bdsInstallmentData);
+            // print_r($bdsInstallmentData);die();
 
             if (empty($bdsInstallmentData)) {
-
                 $this->myLogger->logme("error", "No Client Installment is Due in the 15th Day");
-
+                CLI::write("No Client Installment is Due in the 15th Day");
-                return false;
+                return ['status' => false, 'message' => 'No data found', 'response' => []];
             }
 
             foreach ($bdsInstallmentData as $installmentData) {
@@ -5358,13 +5356,13 @@ class PolicyTransactionController extends BaseController
                 $this->myLogger->logme('error', 'res: ' . json_encode($res));
 
                 if ($res->status == 'success') {
-                    return true;
+                    return ['status' => true, 'message' => 'Mail sent successfully', 'response' => $res];
                 } else {
-                    return false;
+                    return ['status' => false, 'message' => 'Mail sent failed', 'response' => $res];
                 }
             }
-        } catch (Exception $e) {
 
+        } catch (Exception $e) {
             $this->myLogger->logme('error', 'Exception: ' . $e->getMessage() . 'Page: ' . $e->getFile() . ' Line: ' . $e->getLine());
         }
     }

app/Controllers/SalesController.php

@@ -10,6 +10,7 @@ use App\Models\SalesLeadNoteModel;
 use App\Models\SalesTargetModel;
 use App\Models\UserModel;
 use App\Models\ClientModel;
+use App\Helpers\MailHelper;
 use CodeIgniter\HTTP\ResponseInterface;
 use CodeIgniter\API\ResponseTrait;
 
@@ -330,7 +331,10 @@ class SalesController extends BaseController
                 return $this->fail($this->leadModel->errors());
             }
 
-            return $this->respondCreated(['status' => 'success', 'id' => $this->leadModel->getInsertID()]);
+            $leadId = $this->leadModel->getInsertID();
+            $this->sendLeadCreateMail($leadId, $data);
+
+            return $this->respondCreated(['status' => 'success', 'id' => $leadId]);
         } catch (\Exception $e) {
             return $this->failServerError($e->getMessage());
         }
@@ -2595,4 +2599,132 @@ public function salesManagerLevelDashboard($userId, $current_fin_year = null, $f
             ];
         }
     }
+
+    /**
+     * Send lead-create notification email when the logged-in user's branch is Chennai.
+     */
+    private function sendLeadCreateMail(int $leadId, array $leadData): void
+    {
+        try {
+            if (!$this->isLoggedInUserChennaiBranch()) {
+                return;
+            }
+
+            $toMail = trim((string) getenv('LEAD_CREATE_MAIL'));
+            if ($toMail === '') {
+                log_message('error', 'sendLeadCreateMail: LEAD_CREATE_MAIL is not configured.');
+                return;
+            }
+
+            $recipientEmails = array_filter(array_map('trim', explode(',', $toMail)));
+            if (empty($recipientEmails)) {
+                log_message('error', 'sendLeadCreateMail: No valid recipients in LEAD_CREATE_MAIL.');
+                return;
+            }
+
+            $creator = $this->getLeadCreateMailCreatorDetails();
+            $assignedUser = $this->userModel->where('id', $leadData['assigned_to'] ?? 0)->first() ?? [];
+
+            $companyName = $leadData['company_name'] ?? '';
+            $subject = 'New Lead Created - ' . $companyName;
+            $message = $this->buildLeadCreateMailMessage(
+                $companyName,
+                $leadData['email'] ?? '',
+                $leadData['phone'] ?? '',
+                $leadData['status'] ?? '',
+                $creator['name'] ?? '',
+                $creator['email'] ?? '',
+                $creator['branch'] ?? '',
+                $assignedUser['first_name'] ?? '',
+                $assignedUser['email'] ?? '',
+                date('d/m/Y h:i A')
+            );
+
+            $res = MailHelper::send_email([
+                'mail'    => $recipientEmails,
+                'subject' => $subject,
+                'message' => $message,
+                'common'  => ['module' => 'sales', 'pk' => $leadId, 'mail_type' => 'lead_create'],
+            ]);
+
+            $resDecoded = is_string($res) ? json_decode($res, true) : $res;
+            if (!isset($resDecoded['status']) || $resDecoded['status'] !== 'success') {
+                log_message('error', 'sendLeadCreateMail: Email send failed - ' . json_encode($resDecoded));
+            }
+        } catch (\Throwable $e) {
+            log_message('error', 'sendLeadCreateMail: ' . $e->getMessage());
+        }
+    }
+
+    private function isLoggedInUserChennaiBranch(): bool
+    {
+        $userId = get_session_userid();
+        if (empty($userId)) {
+            return false;
+        }
+
+        $row = $this->userModel
+            ->select('id')
+            ->where('id', $userId)
+            ->where('nhance_branch_id', 1)
+            ->first();
+
+        return !empty($row);
+    }
+
+    private function getLeadCreateMailCreatorDetails(): array
+    {
+        $userId = get_session_userid();
+        $db     = \Config\Database::connect();
+
+        $row = $db->table('user_profiles up')
+            ->select('up.first_name, up.email, nb.branch_name')
+            ->join('nhance_branch nb', 'nb.id = up.nhance_branch_id', 'left')
+            ->where('up.id', $userId)
+            ->get()
+            ->getRowArray();
+
+        if (!$row) {
+            return ['name' => '', 'email' => '', 'branch' => ''];
+        }
+
+        return [
+            'name'   => $row['first_name'] ?? '',
+            'email'  => $row['email'] ?? '',
+            'branch' => $row['branch_name'] ?? '',
+        ];
+    }
+
+    private function buildLeadCreateMailMessage(
+        string $companyName,
+        string $leadEmail,
+        string $leadMobile,
+        string $leadStatus,
+        string $createdByName,
+        string $createdByEmail,
+        string $createdByBranch,
+        string $assignedUserName,
+        string $assignedUserEmail,
+        string $createdDateTime
+    ): string {
+        $e = static fn (?string $value): string => htmlspecialchars((string) ($value ?? ''), ENT_QUOTES, 'UTF-8');
+
+        return '<p>Hello Team,</p>'
+            . '<p>A new lead has been created</p>'
+            . '<h3>Lead Details</h3>'
+            . '<p><strong>Company Name :</strong> ' . $e($companyName) . '</p>'
+            . '<p><strong>Email :</strong> ' . $e($leadEmail) . '</p>'
+            . '<p><strong>Mobile :</strong> ' . $e($leadMobile) . '</p>'
+            . '<p><strong>Status :</strong> ' . $e($leadStatus) . '</p>'
+            . '<h3>Created By</h3>'
+            . '<p><strong>Name :</strong> ' . $e($createdByName) . '</p>'
+            . '<p><strong>Email :</strong> ' . $e($createdByEmail) . '</p>'
+            . '<p><strong>Branch :</strong> ' . $e($createdByBranch) . '</p>'
+            . '<h3>Assigned To</h3>'
+            . '<p><strong>Name :</strong> ' . $e($assignedUserName) . '</p>'
+            . '<p><strong>Email :</strong> ' . $e($assignedUserEmail) . '</p>'
+            . '<h3>Created On</h3>'
+            . '<p><strong>Date &amp; Time :</strong> ' . $e($createdDateTime) . '</p>'
+            . '<p>Regards,<br>NHANCE INDIA INSURANCE BROKING PRIVATE LIMITED</p>';
+    }
 }

app/Models/BdsPlacementModel.php

@@ -114,6 +114,59 @@ class BdsPlacementModel extends Model
 
         return $data;
     }
+
+    public function getLeadInstallmentDetails()
+    {
+        $heads = $this->db->table('user_profiles')
+            ->select('email')->where(['role' => 5, 'is_active' => 1])
+            ->get()->getResultArray();
+
+        $admins = $this->db->table('user_profiles')
+            ->select('email')->where(['role' => 1, 'is_active' => 1])
+            ->get()->getResultArray();
+
+        $businessTeam = $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, "ut.is_active" => 1])
+            ->get()->getResultArray();
+
+        $builder = $this->db->table("lead_installment_payment_details lipd")
+            ->select("lipd.*, COALESCE(ct.client_name, leads.client_name) as client_name, COALESCE(ct.short_name, leads.client_short_name) as short_name, COALESCE(cb.branch_name, leads.branch_name) as branch_name, leads.salse_person_id, cp.policy_no")
+            ->join("leads", "leads.id = lipd.lead_id")
+            ->join("clients ct", "ct.id = leads.client_id", "left")
+            ->join("client_branch cb", "cb.id = leads.client_branch_id", "left")
+            ->join("client_policy cp", "cp.id = leads.source_policy_id", "left")
+            ->where("lipd.is_active", 1)
+            ->where("lipd.utr_no IS NULL")
+            ->where("lipd.payment_date", date('Y-m-d', strtotime('+15 days')));
+
+        $data = $builder->get()->getResultArray();
+
+        foreach ($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')
+                    ->where('id', (int) $sales_person_id)
+                    ->get()
+                    ->getRowArray();
+
+                $row['sales_person'] = $user['email'] ?? 'N/A';
+            } else {
+                $row['sales_person'] = 'Not Assigned';
+            }
+
+            $row['heads'] = $heads;
+            $row['admins'] = $admins;
+            $row['buisness_team'] = $businessTeam;
+        }
+
+        return $data;
+    }
+
     public function getClientInstallmentDetails_olds()
     {
 

app/Views/daily_report_email_template.php

@@ -166,19 +166,19 @@
         </div>
         
         <div class="content" style="padding:20px;">
-            <div class="report-date" style="color:#7f8c8d;font-size:13px;margin-bottom:16px;text-align:right;">Date: <?= $today ?></div>
+            <div class="report-date" style="color:#7f8c8d;font-size:13px;margin-bottom:16px;text-align:right;">Date: <?= $today ?? "" ?></div>
             
             <!-- File Operations -->
             <h3 class="section-title" style="font-size:17px;color:#2c3e50;border-bottom:2px solid #3498db;display:inline-block;margin:18px 0 12px;padding-bottom:4px;">Inception &amp; Endorsement (File Upload)</h3>
             <div class="stats-grid">
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #3498db;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Total Inception</div>
-                    <div class="stat-value"><?= $total_inception_count ?></div>
+                    <div class="stat-value"><?= $total_inception_count ?? 0 ?></div>
                     <div class="stat-note">Employee file uploads marked as inception</div>
                 </div>
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #3498db;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Total Endorsement</div>
-                    <div class="stat-value"><?= $total_endorsement_count ?></div>
+                    <div class="stat-value"><?= $total_endorsement_count ?? 0 ?></div>
                     <div class="stat-note">All non‑inception successful uploads</div>
                 </div>
             </div>
@@ -203,12 +203,12 @@
             <div class="stats-grid">
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #e67e22;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">TPA (Inception / Endorsement)</div>
-                    <div class="stat-value"><?= $total_tpa_incetion_count ?> / <?= $total_tpa_endorsement_count ?></div>
+                    <div class="stat-value"><?= $total_tpa_incetion_count ?? 0 ?> / <?= $total_tpa_endorsement_count ?? 0 ?></div>
                     <div class="stat-note">Successful TPA events</div>
                 </div>
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #9b59b6;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Insurer (Inception / Endorsement)</div>
-                    <div class="stat-value"><?= $total_insurer_incetion_count ?> / <?= $total_insurer_endorsement_count ?></div>
+                    <div class="stat-value"><?= $total_insurer_incetion_count ?? 0 ?> / <?= $total_insurer_endorsement_count ?? 0 ?></div>
                     <div class="stat-note">Successful insurer events</div>
                 </div>
             </div>
@@ -218,22 +218,22 @@
             <div class="stats-grid">
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #27ae60;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Opportunities &amp; Won</div>
-                    <div class="stat-value"><?= $total_opportunity_count ?> / <?= $total_placement_count ?></div>
+                    <div class="stat-value"><?= $total_opportunity_count ?? 0 ?> / <?= $total_placement_count ?? 0 ?></div>
                     <div class="stat-note">Total opportunities created vs converted</div>
                 </div>
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #16a085;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">RFQ (Created / Sent to Insurer)</div>
-                    <div class="stat-value"><?= $total_rfq_created_count ?> / <?= $total_rfq_insurer_send_count ?></div>
+                    <div class="stat-value"><?= $total_rfq_created_count ?? 0 ?> / <?= $total_rfq_insurer_send_count ?? 0 ?></div>
                     <div class="stat-note">Movement from opportunity to RFQ</div>
                 </div>
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #2980b9;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">QCR (Created / Sent to Client)</div>
-                    <div class="stat-value"><?= $total_qcr_created_count ?> / <?= $total_qcr_client_send_count ?></div>
+                    <div class="stat-value"><?= $total_qcr_created_count ?? 0 ?> / <?= $total_qcr_client_send_count ?? 0 ?></div>
                     <div class="stat-note">Quotes prepared and shared</div>
                 </div>
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #8e44ad;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Total Leads &amp; Activities</div>
-                    <div class="stat-value"><?= $total_lead_count ?> / <?= $total_activity_count ?></div>
+                    <div class="stat-value"><?= $total_lead_count ?? 0 ?> / <?= $total_activity_count ?? 0 ?></div>
                     <div class="stat-note">Lead entries and logged touchpoints</div>
                 </div>
             </div>
@@ -243,12 +243,12 @@
             <div class="stats-grid">
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #d35400;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Total BDS Transactions</div>
-                    <div class="stat-value"><?= $total_bds_count ?></div>
+                    <div class="stat-value"><?= $total_bds_count ?? 0 ?></div>
                     <div class="stat-note">All policy transactions processed</div>
                 </div>
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #c0392b;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">BDS (Policy / Endorsement)</div>
-                    <div class="stat-value"><?= $total_bds_policy_wise_count ?> / <?= $total_bds_endorsement_wise_count ?></div>
+                    <div class="stat-value"><?= $total_bds_policy_wise_count ?? 0?> / <?= $total_bds_endorsement_wise_count ?? 0 ?></div>
                     <div class="stat-note">Split of inceptions vs endorsements</div>
                 </div>
             </div>
@@ -289,7 +289,7 @@
             <div class="stats-grid">
                 <div class="stat-card" style="width:100%;display:block;background:#f8f9fa;padding:12px 14px;border-radius:6px;border-left:4px solid #d35400;box-sizing:border-box;margin-bottom:10px;">
                     <div class="stat-label">Total Claims Registered for the day</div>
-                    <div class="stat-value"><?= $total_claim_count ?></div>
+                    <div class="stat-value"><?= $total_claim_count ?? 0 ?></div>
                     <div class="stat-note"></div>
                 </div>
             </div>

app/Views/view_deposit.php

@@ -379,7 +379,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                                 ? (string) $row->amt_updated_by_name
                                 : (!empty($row->amt_updated_by) ? ('User #' . $row->amt_updated_by) : '-');
                             $historyUpdatedAt = !empty($row->amt_updated_at)
-                                ? date('d M Y, h:i A', strtotime((string) $row->amt_updated_at))
+                                ? date('d/m/Y h:i A', strtotime((string) $row->amt_updated_at))
                                 : '-';
                         ?>
                         <tr id="<?php echo $row->id;?>"
@@ -387,7 +387,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                             data-transaction-type="<?= esc((string) $row->transaction_type, 'attr') ?>"
                             data-credit="<?= esc((string) $creditAmount, 'attr') ?>"
                             data-debit="<?= esc((string) $debitAmount, 'attr') ?>">
-                            <td><?php echo date('d-M-Y h:i A', strtotime($row->created_at)); ?></td>
+                            <td><?php echo date('d/m/Y h:i A', strtotime($row->created_at)); ?></td>
                             <td><?php echo isset($row->record_date)? date('d-M-Y', strtotime($row->record_date)):'-' ?></td>
                             <td><?php echo $row->unit ?? ' - '; ?></td>
                             <!-- <td><?php echo $row->policy_name ?? '<center> - </center>'; ?></td> -->
@@ -481,14 +481,14 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                     <div class="deposit-history-meta-row">
                         <div class="deposit-history-meta-label">
                             <i class="mdi mdi-account-outline"></i>
-                            <span>Changed by</span>
+                            <span>Modified by</span>
                         </div>
                         <div class="deposit-history-meta-value" id="history_updated_by">-</div>
                     </div>
                     <div class="deposit-history-meta-row">
                         <div class="deposit-history-meta-label">
                             <i class="mdi mdi-calendar-month-outline"></i>
-                            <span>Changed at</span>
+                            <span>Modified at</span>
                         </div>
                         <div class="deposit-history-meta-value" id="history_updated_at">-</div>
                     </div>
@@ -668,6 +668,38 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
 
         });
         nhanceListDataTableBeforeInit();
+        function depositExportFormatBody(data, row, column, node) {
+            if (column === 6 || column === 7) {
+                var $input = $(node).find('.deposit-inline-input');
+                if ($input.length) {
+                    var val = ($input.val() || '').trim();
+                    return val !== '' ? val : '-';
+                }
+                var $tr = $(node).closest('tr');
+                var credit = parseFloat($tr.attr('data-credit')) || 0;
+                var debit = parseFloat($tr.attr('data-debit')) || 0;
+                if (column === 6) {
+                    return credit > 0 ? String(credit) : '-';
+                }
+                return debit > 0 ? String(debit) : '-';
+            }
+            if (column === 8) {
+                var $balanceSpan = $(node).find('.deposit-balance-wrap > span').first();
+                if ($balanceSpan.length) {
+                    return ($balanceSpan.text() || '').trim();
+                }
+                return ($(node).text() || '').trim();
+            }
+            if (typeof data === 'string' && data.indexOf('<') !== -1) {
+                return $('<div>').html(data).text().trim();
+            }
+            return data;
+        }
+        var depositExportOptions = {
+            format: {
+                body: depositExportFormatBody
+            }
+        };
         var depositPageStorageKey = 'view_deposit_datatable_page_' + window.location.pathname + window.location.search;
         function getStoredDepositPage() {
             var page = parseInt(sessionStorage.getItem(depositPageStorageKey), 10);
@@ -780,7 +812,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                                         extend: 'csv',
                                         text: '<i class="mdi mdi-file-delimited " ></i><span class="  btn-custom">  CSV </span>',
                                         title: 'CD TransactionDetails',
-                                        exportOptions: { columns: '' },
+                                        exportOptions: $.extend(true, { columns: '' }, depositExportOptions),
                                         className: 'app-btn-primary ',
                                     },
                                     {
@@ -788,9 +820,7 @@ $vd_col_width_px = nhance_dt_column_widths_px($vd_header_labels, $vd_col_max_len
                                 text: '<i class="mdi mdi-file-excel " ></i><span class="  btn-custom">  EXCEL </span>',
                                 title: 'CD TransactionDetails',
                                 sheetName: 'CD TransactionDetails',
-                                exportOptions: {
+                                exportOptions: $.extend(true, { orthogonal: 'sort' }, depositExportOptions)
-                                    orthogonal: 'sort'
-                                }
                             }
                         ]
                     }