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

app/Config/Routes.php

@@ -818,6 +818,7 @@ $routes->group("/ticket", ["filter" => "authMVC"], function ($routes) {
    $routes->get("getMoreInfo","TicketController::getMoreInfo");
    $routes->post('upload_url',"TicketController::upload_url");
    $routes->post('getUrlDataByTicketId',"TicketController::getUrlDataByTicketId");
+   $routes->post('manualMergeClaimFiles', 'TicketController::manualMergeClaimFiles');
    $routes->post('uploadClaimFilesToTPA', 'TicketController::uploadClaimFilesToTPA');
    $routes->get('remove_url',"TicketController::remove_url");
    $routes->get('fetchVehiclePolicy/(:any)','TicketController::fetchVehiclePolicy/$1');

app/Controllers/ApiServiceController.php

@@ -15,6 +15,7 @@ use App\Controllers\MediAssistApiController;
 use App\Controllers\FhplApiController;
 use App\Controllers\VoloApiController;
 use App\Models\BatchFileModel;
+use App\Models\ClaimFilesModel;
 use App\Models\FileModel;
 use App\Helpers\TPADataCompareHelper;
 use App\Helpers\TPADataCompareHelper2;
@@ -25,6 +26,7 @@ class ApiServiceController extends BaseController
     // protected $format = 'json';
     protected $db;
     protected $employeePolicyModel;
+    protected $claimFilesModel;
     protected $medi_assist_primary_key;
     protected $vidal_primary_key;
     protected $icici_primary_key;
@@ -36,6 +38,7 @@ class ApiServiceController extends BaseController
     {
         $this->db = \Config\Database::connect();
         $this->employeePolicyModel = new EmployeePolicyModel();
+        $this->claimFilesModel = new ClaimFilesModel();
         $this->medi_assist_primary_key = getenv('MEDI_ASSIST_PRIMARY_KEY_CONSTANT');
         $this->vidal_primary_key = getenv('VIDAL_PRIMARY_KEY_CONSTANT');
         $this->icici_primary_key = getenv('ICICI_PRIMARY_KEY_CONSTANT');
@@ -177,26 +180,20 @@ class ApiServiceController extends BaseController
                     $voloApiController = new VoloApiController();
                     $data['eCardDownload'] = $voloApiController->EcardRequest( $emp_code, $policy_no , $employee_policy[0]['tpa_id'] );
 
-                  }else{
-
-                    if($type == "download"){
-                        // direct download
-                        $data['eCardDownload'] = base_url('download-e-card/') . $employee_policy[0]['rand_string'].'/1';
-                    }else{
-                        if(isset($all_member) && !empty($all_member)){
-                            // view and download all members
-                            $data['eCardDownload'] = base_url('download-e-card/') . $employee_policy[0]['rand_string'].'/1/1';
-                        }else{
-                            // view and download single member
-                            $data['eCardDownload'] = base_url('download-e-card/') . $employee_policy[0]['rand_string'].'/0/1';
-                        }
-                    }
                   }
 
-                    $data['message'] = "E-card generated"; 
-                    if(empty($data['eCardDownload'])){
-                        $data['message'] = "E-card not generated";
-                    }
+                  if (empty($data['eCardDownload'])) {
+                    $data['eCardDownload'] = $this->buildDefaultEcardDownloadUrl(
+                        $employee_policy[0]['rand_string'],
+                        $type,
+                        $all_member ?? null
+                    );
+                  }
+
+                $data['message'] = "E-card generated"; 
+                if(empty($data['eCardDownload'])){
+                    $data['message'] = "E-card not generated";
+                }
 
                 } else {
                     $data['eCardDownload'] = null; 
@@ -220,6 +217,19 @@ class ApiServiceController extends BaseController
       }
     }
 
+    private function buildDefaultEcardDownloadUrl(string $randString, string $type = 'download', $allMember = null): string
+    {
+        if ($type === 'download') {
+            return base_url('download-e-card/') . $randString . '/1';
+        }
+
+        if (!empty($allMember)) {
+            return base_url('download-e-card/') . $randString . '/1/1';
+        }
+
+        return base_url('download-e-card/') . $randString . '/0/1';
+    }
+
     //  Get TPAID
     public function getTPAID()
     {
@@ -583,6 +593,13 @@ class ApiServiceController extends BaseController
             ]);
         }
 
+        if (! $this->claimFilesModel->hasPdfFileForTicket($claimId)) {
+            return $this->response->setJSON([
+                'status' => false,
+                'message' => 'No PDF file found for this claim'
+            ]);
+        }
+
         $result = $this->pushClaims($claimId);
 
         if ($result !== null && is_array($result)) {

app/Controllers/ClientController.php

@@ -763,7 +763,7 @@ class ClientController extends AdminController
     public function saveDeposit()
     {
 
-       $rules = [
+        $rules = [
 
             'amount' => [
                 'rules' => 'required|numeric|greater_than_equal_to[0]',
@@ -799,7 +799,7 @@ class ClientController extends AdminController
             ],
 
             'cd_ac_no' => [
-                'rules'  => 'required|regex_match[/^[a-zA-Z0-9\/\-_]+$/]',
+                'rules' => 'required|regex_match[/^[a-zA-Z0-9\/\-_ ]+$/]',
                 'errors' => [
                     'required'    => 'CD Account number is required.',
                     'regex_match' => 'CD Account number can only contain letters, numbers, hyphens(-), underscores(_), and slashes(/).',
@@ -874,12 +874,14 @@ class ClientController extends AdminController
             $record_date = null;
         }
 
+        $cd_master_data = $this->CDMasterModel->where('id', $cd_ac_pk)->where('is_active', 1)->first();
+
         $data = [
             'amount' => $sanitized_post_data['amount'] ?? null,
             'sub_type_id' => $sanitized_post_data['sub_type_id'] ?? null,
             'client_id' => $sanitized_post_data['client_id'] ?? null,
             'client_policy_id' => null,
-            'cd_ac_no' => $cd_ac_no ?? null,
+            'cd_ac_no' => $cd_master_data['cd_ac_no'] ?? null,
             'cd_ac_pk' => $cd_ac_pk ?? null,
             'endorsement_no' => null,
             'insurer_id' => $sanitized_post_data['insurer_id'] ?? null,

app/Controllers/EmployeeController.php

@@ -517,7 +517,7 @@ class EmployeeController extends AdminController
                     ")
             ->join('client_policy', 'client_policy.id = batch_files.client_policy_id')
             ->join('insurers', 'client_policy.insurer_id = insurers.id')
-            ->join('tpa', 'client_policy.tpa_id = tpa.id')
+            ->join('tpa', 'client_policy.tpa_id = tpa.id', 'left')
             ->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')
@@ -574,7 +574,6 @@ class EmployeeController extends AdminController
                                      ->orderBy('batch_files.id', 'desc')
                                      ->find();
 
-
         // dd($data['fileList']);die();
         if ($this->request->getMethod() == "get") {
             $this->loadLayout('import_export', $data);
@@ -4256,25 +4255,36 @@ class EmployeeController extends AdminController
             $emp_data_wo_tpa_id = $this->employeePolicyModel->getTPADataVariationReport($client_id, $client_policy_id, $file_id);
 
             // Reconcile DB records against TPA records and classify records for rec_type updates.
+            $consumedTpaIdsByEmpCode = [];
             foreach ($emp_data_wo_tpa_id as $db_key => $db_row) {
-                $tpa_temp_data = $tpaByEmpCode[$db_row['emp_code']] ?? [];
-                $match = $this->reconcileDbWithTpa($db_row, $tpa_temp_data);
+                $empCode = (string) ($db_row['emp_code'] ?? '');
+                $empId = (string) ($db_row['id'] ?? '');
+                $empName = (string) ($db_row['name'] ?? '');
+                $tpa_temp_data = $tpaByEmpCode[$empCode] ?? [];
+                $excludeTpaIds = $consumedTpaIdsByEmpCode[$empCode] ?? [];
+                $match = $this->reconcileDbWithTpa($db_row, $tpa_temp_data, $excludeTpaIds);
                 $emp_data_wo_tpa_id[$db_key]['match'] = $match;
 
                 if (($match['status'] ?? '') === 'matched') {
                     $matchedTpaId = (int) ($match['tpa_record']['id'] ?? 0);
+                    // echo 'matched' . $matchedTpaId . ' for emp_code ' . $empCode . PHP_EOL . '<br>';
                     if ($matchedTpaId > 0) {
+                        $consumedTpaIdsByEmpCode[$empCode][] = $matchedTpaId;
                         // If compare-fields list has differences, the row must be reviewed.
                         // Otherwise keep it as matched.
                         $recTypeById[$matchedTpaId] = empty($match['not_matching']) ? 'matched' : 'need_to_review';
                     }
                 } else {
-                    // No relation-level match found for this DB member.
-                    // Mark all candidate TPA rows for the same emp_code as review-required.
+                    // echo 'not matched' . ' for emp_code ' . $empCode . PHP_EOL . ' - ' . $empId . ' - ' . $empName . ' - ' . '<br>';
+                    // No match for this DB member: flag same-relation TPA rows not already paired.
+                    $dbRel = strtolower(trim((string) ($db_row['relationship'] ?? '')));
                     foreach ($tpa_temp_data as $candidate) {
+                        if (strtolower(trim((string) ($candidate['relation'] ?? ''))) !== $dbRel) {
+                            continue;
+                        }
                         $candidateId = (int) ($candidate['id'] ?? 0);
-                        if ($candidateId > 0) {
-                            $recTypeById[$candidateId] = 'need_to_review';
+                        if ($candidateId > 0 && !in_array($candidateId, $excludeTpaIds, true)) {
+                            $recTypeById[$candidateId] = '';
                         }
                     }
                 }
@@ -4307,76 +4317,75 @@ class EmployeeController extends AdminController
                 $db->transComplete();
             }
 
-        // this will match tpa api data with emp/emp policy table and update ref in tpa api data once
-        $this->reconTpaApiDataWithEmployeepolicies(['file_id' => $file_id]);
+            // this will match tpa api data with emp/emp policy table and update ref in tpa api data once
+            $this->reconTpaApiDataWithEmployeepolicies(['file_id' => $file_id]);
         } else {
-            // echo 'else';die;
             // Cached mode:
-            // Read previously classified rows from rec_type, keep response shape compatible
-            // with existing UI/export (`mismatch_data` still contains DB row + match payload).
+            // `not_in_nhance` stays sourced from persisted rec_type snapshot.
+            // `mismatch_data` must match compute-mode shape: every policy row with
+            // tpa_id NULL gets reconcileDbWithTpa against *all* active TPA rows for
+            // that emp_code (not only rows flagged need_to_review), otherwise second+
+            // loads drop rows / lose not_matching vs the first compute pass.
             $not_in_nhance = $tpaApiDataModel->select('*')
                 ->where('is_active', 1)
                 ->where('file_id', $file_id)
                 ->where('rec_type', 'not_in_nhance')
                 ->findAll();
 
-            $needToReviewRows = $tpaApiDataModel->select('*')
-                ->where('is_active', 1)
+            $allActiveTpaRowsCached = $tpaApiDataModel->select('*')
                 ->where('file_id', $file_id)
-                ->where('rec_type', 'need_to_review')
+                ->where('is_active', 1)
                 ->findAll();
 
-            $needToReviewByEmpCode = [];
-            foreach ($needToReviewRows as $row) {
-                $needToReviewByEmpCode[$row['emp_code']][] = $row;
+            $tpaByEmpCodeCached = [];
+            foreach ($allActiveTpaRowsCached as $tpaRow) {
+                $tpaByEmpCodeCached[$tpaRow['emp_code']][] = $tpaRow;
             }
 
-            $baseRows = $this->employeePolicyModel->getTPADataVariationReport($client_id, $client_policy_id, $file_id);
-            foreach ($baseRows as $db_row) {
-                $candidates = $needToReviewByEmpCode[$db_row['emp_code']] ?? [];
-                if (empty($candidates)) {
-                    continue;
-                }
-
-                $selectedTpa = null;
-                foreach ($candidates as $candidate) {
-                    // Prefer same-relation row to mimic reconcileDbWithTpa relation matching.
-                    if (strtolower((string) ($candidate['relation'] ?? '')) === strtolower((string) ($db_row['relationship'] ?? ''))) {
-                        $selectedTpa = $candidate;
-                        break;
+            $emp_data_wo_tpa_id = $this->employeePolicyModel->getTPADataVariationReport($client_id, $client_policy_id, $file_id);
+            $consumedTpaIdsByEmpCodeCached = [];
+            foreach ($emp_data_wo_tpa_id as $db_key => $db_row) {
+                $empCode = (string) ($db_row['emp_code'] ?? '');
+                $tpa_temp_data = $tpaByEmpCodeCached[$empCode] ?? [];
+                $excludeTpaIds = $consumedTpaIdsByEmpCodeCached[$empCode] ?? [];
+                $match = $this->reconcileDbWithTpa($db_row, $tpa_temp_data, $excludeTpaIds);
+                $emp_data_wo_tpa_id[$db_key]['match'] = $match;
+                if (($match['status'] ?? '') === 'matched') {
+                    $matchedTpaId = (int) ($match['tpa_record']['id'] ?? 0);
+                    if ($matchedTpaId > 0) {
+                        $consumedTpaIdsByEmpCodeCached[$empCode][] = $matchedTpaId;
                     }
                 }
-                if ($selectedTpa === null) {
-                    $selectedTpa = $candidates[0];
-                }
-
-                $db_row['match'] = [
-                    'status' => 'matched',
-                    'tpa_record' => $selectedTpa,
-                    'not_matching' => [],
-                ];
-                $emp_data_wo_tpa_id[] = $db_row;
             }
         }
 
+        // print_rr($emp_data_wo_tpa_id);die();
+
+
         // Intentionally keep `not_in_tpa` live from current join/query logic
         // (as requested) and do not source it from rec_type snapshot.
-        $tpa_emp_codes = $tpaApiDataModel->select('emp_code')
+        $tpa_emp_codes = $tpaApiDataModel->select('ref')
             ->where('file_id', $file_id)
             ->where('is_active', 1)
-            ->groupBy('emp_code')
+            ->groupBy('ref')
             ->findAll();
-        $tpa_emp_codes = array_column($tpa_emp_codes, 'emp_code');
-        $not_in_tpa = $this->employeePolicyModel->getTPADataVariationReport($client_id, $client_policy_id, $file_id, $tpa_emp_codes);
+            
+        // $tpa_emp_codes = array_column($tpa_emp_codes, 'ref');
+        $tpa_ref = array_column($tpa_emp_codes, 'ref');
+        $not_in_tpa = $this->employeePolicyModel->getTPADataVariationReport($client_id, $client_policy_id, $file_id, $tpa_ref);
+
+        // Format dates for UI/export (dd/mm/yyyy). Applied after reconciliation so
+        // reconcileDbWithTpa can still compare raw Y-m-d values from the database.
+        $this->formatVariationReportDataForDisplay($not_in_tpa, $not_in_nhance, $emp_data_wo_tpa_id);
 
         if (!empty($not_in_tpa) || !empty($not_in_nhance) || !empty($emp_data_wo_tpa_id)) {
             $not_in_nhance_button_enable_status = false;
-            if(count($not_in_tpa))
-            {
-                foreach($not_in_nhance as $nih)
-                {
-                    if($nih['ref'] === '' || empty($nih['ref']))
-                    {
+            if (count($not_in_nhance)) {
+                foreach ($not_in_nhance as $nih) {
+                    $hasRefKey = array_key_exists('ref', $nih);
+                    $ref       = $hasRefKey ? $nih['ref'] : null;
+                    $refIsEmpty = $ref === null || $ref === '';
+                    if ($refIsEmpty) {
                         $not_in_nhance_button_enable_status = true;
                         break;
                     }
@@ -4411,6 +4420,21 @@ class EmployeeController extends AdminController
                 $not_in_nhance_deletion_count
             );
 
+            $not_matched_count = 0;
+            $not_matched_data = [];
+            foreach ($emp_data_wo_tpa_id as $key => $row) {
+                $notMatching = $row['match']['not_matching'] ?? [];
+                if (isset($row['match']) && is_array($notMatching) && $notMatching !== []) {
+                    $not_matched_count++;
+                    $not_matched_data[] = $row;
+                }
+            }
+
+            $need_to_review_proceed_button_text = sprintf(
+                'Proceed - Need to Review ( %d )',
+                $not_matched_count
+            );
+
             $response = [
                 'not_in_tpa'    => $not_in_tpa,
                 'not_in_nhance' => $not_in_nhance,
@@ -4419,6 +4443,9 @@ class EmployeeController extends AdminController
                 'not_in_nhance_inception_count'     => $not_in_nhance_inception_count,
                 'not_in_nhance_deletion_count'      => $not_in_nhance_deletion_count,
                 'not_in_nhance_proceed_button_text' => $not_in_nhance_proceed_button_text,
+                'not_matched_count' => $not_matched_count,
+                'not_matched_data' => $not_matched_data,
+                'need_to_review_proceed_button_text' => $need_to_review_proceed_button_text,
             ];
 
             if ($type === 'view') {
@@ -4890,10 +4917,12 @@ class EmployeeController extends AdminController
             }
 
             $mismatchRows = [];
+            $consumedTpaIdsByEmpCode = [];
 
             foreach ($dbRows as $dbRow) {
+                $empCode = (string) ($dbRow['emp_code'] ?? '');
                 $tpaRows = $TpaApiDataModel->select('*')
-                    ->where('emp_code', $dbRow['emp_code'])
+                    ->where('emp_code', $empCode)
                     ->where('file_id', $batchFileId)
                     ->where('is_active', 1)
                     ->findAll();
@@ -4902,7 +4931,14 @@ class EmployeeController extends AdminController
                     continue;
                 }
 
-                $match = $this->reconcileDbWithTpa($dbRow, $tpaRows);
+                $excludeTpaIds = $consumedTpaIdsByEmpCode[$empCode] ?? [];
+                $match = $this->reconcileDbWithTpa($dbRow, $tpaRows, $excludeTpaIds);
+                if (($match['status'] ?? '') === 'matched') {
+                    $matchedTpaId = (int) ($match['tpa_record']['id'] ?? 0);
+                    if ($matchedTpaId > 0) {
+                        $consumedTpaIdsByEmpCode[$empCode][] = $matchedTpaId;
+                    }
+                }
 
                 if (($match['status'] ?? '') !== 'matched') {
                     continue;
@@ -5191,9 +5227,12 @@ class EmployeeController extends AdminController
             $rowsSkippedNoDiff = 0;
             $rowsSkippedNoEmployee = 0;
 
+            $consumedTpaIdsByEmpCode = [];
+
             foreach ($dbRows as $dbRow) {
+                $empCode = (string) ($dbRow['emp_code'] ?? '');
                 $tpaRows = $TpaApiDataModel->select('*')
-                    ->where('emp_code', $dbRow['emp_code'] ?? '')
+                    ->where('emp_code', $empCode)
                     ->where('file_id', $batchFileId)
                     ->where('is_active', 1)
                     ->findAll();
@@ -5202,7 +5241,8 @@ class EmployeeController extends AdminController
                     continue;
                 }
 
-                $match = $this->reconcileDbWithTpa($dbRow, $tpaRows);
+                $excludeTpaIds = $consumedTpaIdsByEmpCode[$empCode] ?? [];
+                $match = $this->reconcileDbWithTpa($dbRow, $tpaRows, $excludeTpaIds);
 
                 if (($match['status'] ?? '') !== 'matched') {
                     continue;
@@ -5211,6 +5251,11 @@ class EmployeeController extends AdminController
                 $tpaRecord   = $match['tpa_record'] ?? [];
                 $notMatching = $match['not_matching'] ?? [];
 
+                $matchedTpaId = (int) ($tpaRecord['id'] ?? 0);
+                if ($matchedTpaId > 0) {
+                    $consumedTpaIdsByEmpCode[$empCode][] = $matchedTpaId;
+                }
+
                 if (!is_array($notMatching) || $notMatching === []) {
                     $rowsSkippedNoDiff++;
                     continue;
@@ -5525,57 +5570,169 @@ class EmployeeController extends AdminController
         ];
     }
 
-    public function reconcileDbWithTpa(array $db, array $tpaRows): array
+    /**
+     * Convert a single variation-report date value to dd/mm/yyyy for display.
+     */
+    private function formatVariationReportDateField($value): string
     {
-        // Name normalization
-        $normalizeName = function ($name) {
+        if ($value === null || $value === '') {
+            return '';
+        }
+
+        $formatted = change_date_format((string) $value, null, 'd/m/Y');
+
+        return ($formatted !== null && $formatted !== '') ? (string) $formatted : (string) $value;
+    }
+
+    /**
+     * Format known date columns on one variation-report row (TPA or DB).
+     */
+    private function formatVariationReportRowDates(array $row, array $dateFields = ['dob', 'doj']): array
+    {
+        foreach ($dateFields as $field) {
+            if (!array_key_exists($field, $row)) {
+                continue;
+            }
+            if ($row[$field] === null || $row[$field] === '') {
+                continue;
+            }
+            $row[$field] = $this->formatVariationReportDateField($row[$field]);
+        }
+
+        return $row;
+    }
+
+    /**
+     * Apply dd/mm/yyyy formatting to all variation-report payloads returned to the UI/export.
+     */
+    private function formatVariationReportDataForDisplay(
+        array &$notInTpa,
+        array &$notInNhance,
+        array &$mismatchData
+    ): void {
+        foreach ($notInTpa as $idx => $row) {
+            $notInTpa[$idx] = $this->formatVariationReportRowDates($row);
+        }
+
+        foreach ($notInNhance as $idx => $row) {
+            $notInNhance[$idx] = $this->formatVariationReportRowDates($row);
+        }
+
+        foreach ($mismatchData as $idx => $row) {
+            $row = $this->formatVariationReportRowDates($row);
+            if (isset($row['match']['tpa_record']) && is_array($row['match']['tpa_record'])) {
+                $row['match']['tpa_record'] = $this->formatVariationReportRowDates($row['match']['tpa_record']);
+            }
+            $mismatchData[$idx] = $row;
+        }
+    }
+
+    /**
+     * Pair one Nhance policy row with a TPA API row for the same emp_code.
+     *
+     * When multiple dependents share a relation (e.g. two Sons), candidates are scored
+     * on name / DOB / gender and the best unique match wins. Already-paired TPA ids
+     * (same emp_code) can be passed via $excludeTpaIds so each TPA row maps once.
+     */
+    public function reconcileDbWithTpa(array $db, array $tpaRows, array $excludeTpaIds = []): array
+    {
+        $normalizeName = static function ($name) {
             return strtolower(
-                preg_replace('/[.\s_]+/', '', trim($name))
+                preg_replace('/[.\s_]+/', '', trim((string) $name))
             );
         };
 
-        foreach ($tpaRows as $tpa) {
+        $normalizeRelation = static function ($relation) {
+            return strtolower(trim((string) $relation));
+        };
 
-            // 1️⃣ emp_code + relation must match
-            if (
-                // ($db['emp_code'] ?? '') !== ($tpa['emp_code'] ?? '') ||
-                strtolower($db['relationship']) !== strtolower($tpa['relation'])
-            ) {
+        $dbRel = $normalizeRelation($db['relationship'] ?? '');
+
+        $candidates = [];
+        foreach ($tpaRows as $tpa) {
+            if (isset($tpa['match']['status']) && $tpa['match']['status'] === 'matched') {
                 continue;
             }
 
-            // 2️⃣ Field comparison
-            $diff = [];
-
-            if (
-                ($db['name'] ?? '') !==
-                ($tpa['name'] ?? '')
-            ) {
-                $diff[] = 'name';
+            $tpaId = (int) ($tpa['id'] ?? 0);
+            if ($tpaId > 0 && in_array($tpaId, $excludeTpaIds, true)) {
+                continue;
             }
 
-            if (($db['dob'] ?? '') !== ($tpa['dob'] ?? '')) {
-                $diff[] = 'dob';
+            if ($normalizeRelation($tpa['relation'] ?? '') !== $dbRel) {
+                continue;
             }
 
-            if (
-                strtoupper($db['gender'] ?? '') !==
-                strtoupper($tpa['gender'] ?? '')
-            ) {
-                $diff[] = 'gender';
-            }
-
-            // 3️⃣ Match found
-            return [
-                'status'        => 'matched',
-                'tpa_record'    => $tpa,
-                'not_matching'  => $diff   // empty = perfect match
-            ];
+            $candidates[] = $tpa;
+        }
+
+        if ($candidates === []) {
+            return ['status' => 'no_match'];
+        }
+
+        $scoreCandidate = static function (array $tpa) use ($db, $normalizeName) {
+            $score = 0;
+            if ($normalizeName($db['name'] ?? '') === $normalizeName($tpa['name'] ?? '')) {
+                $score += 4;
+            }
+            if ((string) ($db['dob'] ?? '') === (string) ($tpa['dob'] ?? '')) {
+                $score += 2;
+            }
+            if (strtoupper(trim((string) ($db['gender'] ?? ''))) === strtoupper(trim((string) ($tpa['gender'] ?? '')))) {
+                $score += 1;
+            }
+
+            return $score;
+        };
+
+        $bestTpa = null;
+        $bestScore = -1;
+        foreach ($candidates as $tpa) {
+            $score = $scoreCandidate($tpa);
+            if ($score > $bestScore) {
+                $bestScore = $score;
+                $bestTpa = $tpa;
+            }
+        }
+
+        if ($bestTpa === null) {
+            return ['status' => 'no_match'];
+        }
+
+        // Multiple Son/Daughter rows: require a unique tie-breaker (name or DOB).
+        if (count($candidates) > 1) {
+            $topCount = 0;
+            foreach ($candidates as $tpa) {
+                if ($scoreCandidate($tpa) === $bestScore) {
+                    $topCount++;
+                }
+            }
+            if ($topCount > 1 || $bestScore < 2) {
+                return ['status' => 'no_match'];
+            }
+        }
+
+        $diff = [];
+
+        if ($normalizeName($db['name'] ?? '') !== $normalizeName($bestTpa['name'] ?? '')) {
+            $diff[] = 'name';
+        }
+
+        if ((string) ($db['dob'] ?? '') !== (string) ($bestTpa['dob'] ?? '')) {
+            $diff[] = 'dob';
+        }
+
+        if (
+            strtoupper(trim((string) ($db['gender'] ?? ''))) !==
+            strtoupper(trim((string) ($bestTpa['gender'] ?? '')))
+        ) {
+            $diff[] = 'gender';
         }
 
-        // 4️⃣ No match found
         return [
-            'status' => 'no_match'
+            'status'       => 'matched',
+            'tpa_record'   => $bestTpa,
+            'not_matching' => $diff,
         ];
     }
 

app/Controllers/EmployeeRestController.php

@@ -3785,14 +3785,6 @@ class EmployeeRestController extends AdminController
 
                 $this->handleCliamFiles($file_data, $ticket_id, $ticket_message_id);
 
-                // Merge all uploaded PDFs for this ticket into a single combined PDF
-                try {
-                    helper('merge_pdf');
-                    merge_ticket_pdfs((int) $ticket_id);
-                } catch (\Throwable $e) {
-                    log_message('error', 'EmployeeRestController::initiateClaim | merge_ticket_pdfs failed | ticket_id=' . $ticket_id . ' | ' . $e->getMessage());
-                }
-
                 $mail_sent_status = ($this->ticketController->sendAutoMailTrigger($ticket_id));
                 if (gettype($mail_sent_status) == 'array') {
                     $message = 'Claim Iniated Successfully';
@@ -3931,6 +3923,15 @@ class EmployeeRestController extends AdminController
                 }
             }
 
+            if (! empty($insert_ids)) {
+                try {
+                    helper('merge_pdf');
+                    merge_ticket_pdfs((int) $ticket_id);
+                } catch (\Throwable $e) {
+                    log_message('error', 'EmployeeRestController::handleCliamFiles | merge_ticket_pdfs failed | ticket_id=' . $ticket_id . ' | ' . $e->getMessage());
+                }
+            }
+
             $count = $this->ticketMaster->where('id', $ticket_id)->where('is_active', 1)->where('tpa_claim_push_reference_no IS NULL')->countAllResults();
             log_message('error', 'Ticket validation | Ticket ID: ' . $ticket_id . ' | Matching active tickets with NULL TPA reference: ' . $count);
             if ($count > 0 && $pdf_exist_in_the_file && $tpa_claim_push == true) {
@@ -5452,14 +5453,6 @@ class EmployeeRestController extends AdminController
         $result = $this->handleCliamFiles($file_data, $ticket_id, null, false, true);
 
         if (! empty($result)) {
-            // Merge all uploaded PDFs for this ticket into a single combined PDF
-            try {
-                helper('merge_pdf');
-                merge_ticket_pdfs((int) $ticket_id);
-            } catch (\Throwable $e) {
-                log_message('error', 'EmployeeRestController::uploadIRDocs | merge_ticket_pdfs failed | ticket_id=' . $ticket_id . ' | ' . $e->getMessage());
-            }
-
             // $this->ticketMaster->where('id', $ticket_id)->set(['required_docs', $required_docs])->update();
             db_connect()->query(
                 "UPDATE ticket_master SET required_docs = ? WHERE id = ?",

app/Controllers/FhplApiController.php

@@ -554,30 +554,32 @@ class FhplApiController extends BaseController
             foreach ($employeePolicyData as $policy) {
                 $hasMatchForThisPolicy = false;
                 foreach ($allMembers as $m) {
+                    $apiRelation = map_relationship(trim($m['RELATION'] ?? ''));
 
                     if (
-                        strtolower(trim($policy['name'])) === strtolower(trim($m['BENEFICIARY_NAME'] ?? '')) &&
-                        ($policy['emp_code'] ?? '') == ($m['EMPLOYEE_ID'] ?? '') &&
-                        strtolower($policy['relationship']) === strtolower($m['RELATION'] ?? '')
+                        strtolower(trim((string) ($policy['name'] ?? ''))) === strtolower(trim((string) ($m['BENEFICIARY_NAME'] ?? '')))
+                        && trim((string) ($policy['emp_code'] ?? '')) === trim((string) ($m['EMPLOYEE_ID'] ?? ''))
+                        && strtolower(trim((string) ($policy['relationship'] ?? ''))) === strtolower(trim((string) $apiRelation))
                     ) {
-                        
                         $hasMatchForThisPolicy = true;
-                        
 
-                        $sql = "UPDATE employee_polices SET tpa_id = ?  WHERE id = ?";
-                        $this->db->query($sql, [$m['MEMBERSHIP_NO'], $policy['emp_policy_id']]);
+                        $tpaId = $m['MEMBERSHIP_NO'] ?? $m['MEMBERSHIP_NO'] ?? null;
+                        $sql = 'UPDATE employee_polices SET tpa_id = ? WHERE id = ?';
+                        $this->db->query($sql, [$tpaId, $policy['emp_policy_id']]);
 
                         // for e-card send
-                        if(strtolower(trim($policy['relationship'])) == 'self'){
+                        if (strtolower(trim((string) ($policy['relationship'] ?? ''))) === 'self') {
                             $employee_policy_ids[] = $policy['emp_policy_id'];
                         }
- 
+
                         if ($this->db->affectedRows() > 0) {
-                           $updated++;
-                           log_message('error', "FHPL - TPA ID Pull Updated tpa_id={$m['MEMBERSHIP_NO']} for emp_policy_id={$policy['emp_policy_id']} policy={$policyNo}");
+                            $updated++;
+                            log_message('error', "FHPL - TPA ID Pull Updated tpa_id={$tpaId} for emp_policy_id={$policy['emp_policy_id']} policy={$policyNo}");
                         } else {
-                           log_message('error', "FHPL - TPA ID Pull No update (already set or not matched) for emp_policy_id={$policy['emp_policy_id']} policy={$policyNo}");
+                            log_message('error', "FHPL - TPA ID Pull No update (already set or not matched) for emp_policy_id={$policy['emp_policy_id']} policy={$policyNo}");
                         }
+
+                        break;
                     }
                 }
 
@@ -1070,7 +1072,7 @@ class FhplApiController extends BaseController
                 'gender'    => format_gender_v2($row['GENDER'] ?? null),
                 'self'      => strtolower($row['RELATION'] ?? '') === 'self' ? 1 : 0,
 
-                'tpa_id'    => trim($row['TPA_TPADETAIL_ID'] ?? null),
+                'tpa_id'    => trim($row['MEMBERSHIP_NO'] ?? null),
                 'age'       => is_numeric($row['AGE'] ?? null) ? (int) $row['AGE'] : null,
 
                 'is_active'  => 1,

app/Controllers/LeadsController.php

@@ -368,8 +368,10 @@ class LeadsController extends BaseController
         $id             = $this->request->getPost('id');
         $actual_lead_id = $this->request->getPost('actual_lead_id');
         $actual_lead_id = ! empty($actual_lead_id) ? $actual_lead_id : null;
-        $postData       = $this->request->getPost();
-        $data           = $this->prepareLeadData();
+
+        $this->normalizeClaimHistoryPostData();
+        $postData = $this->request->getPost();
+        $data     = $this->prepareLeadData();
 
 
         $rules  = [
@@ -526,47 +528,65 @@ class LeadsController extends BaseController
             ];
 
             if ((int) $this->request->getPost('claim_history') === 1) {
-                $rules['first_year.*'] = [
-                    'rules'  => 'required|regex_match[/^\d{4}-\d{4}$/]',
-                    'errors' => ['required' => 'Claim Year is required for all entries.', 'regex_match' => 'Year must be in format YYYY-YYYY.'],
-                ];
-                $rules['first_policy_type_.*'] = [
-                    'rules'  => 'required|regex_match[/^[a-zA-Z0-9 _-]+$/]',
-                    'errors' => ['required' => 'Policy Type is required in Claim History.',
-                        'regex_match'           => 'Policy Type only letters, numbers, space, hyphens and underscores are allowed',
-                    ],
-                ];
-                $rules['first_date_of_loss_.*'] = [
-                    'rules'  => 'required|regex_match[/^[0-9]{2}-[0-9]{2}-[0-9]{4}$/]',
-                    'errors' => ['required' => 'Date of Loss is required.',
-                        'regex_match'           => 'Date of Loss must be inValid format.'],
-                ];
-                $rules['first_cause_of_loss.*'] = [
-                    'rules'  => 'required|regex_match[/^[a-zA-Z0-9 _-]+$/]',
-                    'errors' => [
-                        'required'    => 'Cause of Loss is required.',
-                        'regex_match' => 'Cause of Loss only letters, numbers, space, hyphens and underscores are allowed',
-                    ],
-                ];
-                $rules['first_claim_amount.*'] = [
-                    'rules'  => 'required|numeric',
-                    'errors' => [
-                        'required' => 'Claim Amount is required.',
-                        'numeric'  => 'Claim Amount must be a number.',
-                    ],
-                ];
-                $rules['first_settled_amount.*'] = [
-                    'rules'  => 'required|numeric',
-                    'errors' => ['required' => 'Settled Amount is required.',
-                        'numeric'               => 'Settled Amount must be a number.'],
-                ];
-                $rules['first_claim_status.*'] = [
-                    'rules'  => 'required|alpha_space',
-                    'errors' => [
-                        'required'    => 'Claim Status is required.',
-                        'alpha_space' => 'Claim Status should only contain letters and spaces.',
-                    ],
-                ];
+                $nilClaimsRows = $this->resolveNilClaimRowFlags($postData);
+                $claimRowCount = $this->getClaimHistoryRowCount($postData, $nilClaimsRows);
+
+                for ($claimIndex = 0; $claimIndex < $claimRowCount; $claimIndex++) {
+                    $rules["first_year.$claimIndex"] = [
+                        'rules'  => 'required|regex_match[/^\d{4}-\d{4}$/]',
+                        'errors' => [
+                            'required'    => 'Claim Year is required for all entries.',
+                            'regex_match' => 'Year must be in format YYYY-YYYY.',
+                        ],
+                    ];
+
+                    if (! empty($nilClaimsRows[$claimIndex])) {
+                        continue;
+                    }
+
+                    $rules["first_policy_type_.$claimIndex"] = [
+                        'rules'  => 'required|regex_match[/^[a-zA-Z0-9 _-]+$/]',
+                        'errors' => [
+                            'required'    => 'Policy Type is required in Claim History.',
+                            'regex_match' => 'Policy Type only letters, numbers, space, hyphens and underscores are allowed',
+                        ],
+                    ];
+                    $rules["first_date_of_loss_.$claimIndex"] = [
+                        'rules'  => 'required|regex_match[/^[0-9]{2}-[0-9]{2}-[0-9]{4}$/]',
+                        'errors' => [
+                            'required'    => 'Date of Loss is required.',
+                            'regex_match' => 'Date of Loss must be inValid format.',
+                        ],
+                    ];
+                    $rules["first_cause_of_loss.$claimIndex"] = [
+                        'rules'  => 'required|regex_match[/^[a-zA-Z0-9 _-]+$/]',
+                        'errors' => [
+                            'required'    => 'Cause of Loss is required.',
+                            'regex_match' => 'Cause of Loss only letters, numbers, space, hyphens and underscores are allowed',
+                        ],
+                    ];
+                    $rules["first_claim_amount.$claimIndex"] = [
+                        'rules'  => 'required|numeric',
+                        'errors' => [
+                            'required' => 'Claim Amount is required.',
+                            'numeric'  => 'Claim Amount must be a number.',
+                        ],
+                    ];
+                    $rules["first_settled_amount.$claimIndex"] = [
+                        'rules'  => 'required|numeric',
+                        'errors' => [
+                            'required' => 'Settled Amount is required.',
+                            'numeric'  => 'Settled Amount must be a number.',
+                        ],
+                    ];
+                    $rules["first_claim_status.$claimIndex"] = [
+                        'rules'  => 'required|alpha_space',
+                        'errors' => [
+                            'required'    => 'Claim Status is required.',
+                            'alpha_space' => 'Claim Status should only contain letters and spaces.',
+                        ],
+                    ];
+                }
             }
 
         }
@@ -576,65 +596,75 @@ class LeadsController extends BaseController
         $claimHistoryPolicyTypes = [1, 6, 7];
         $hasClaimHistoryPolicy   = count(array_intersect($postedPolicyTypeIds, $claimHistoryPolicyTypes)) > 0;
         $isEbClaimHistory        = $leadFormType === 1
-            && in_array((int) ($postData['lead_type'] ?? 0), [2, 3], true)
+            && in_array((int) ($postData['lead_type'] ?? 0), [1, 2, 3], true)
             && $hasClaimHistoryPolicy
             && (int) ($postData['claim_history'] ?? 0) === 1;
 
         if ($isEbClaimHistory) {
-            $rules['first_year.*'] = [
-                'rules'  => 'required|regex_match[/^\d{4}-\d{4}$/]',
-                'errors' => [
-                    'required'    => 'Claim Year is required for all entries.',
-                    'regex_match' => 'Year must be in format YYYY-YYYY.',
-                ],
-            ];
-            $rules['emp_id.*'] = [
-                'rules'  => 'required',
-                'errors' => ['required' => 'Employee ID is required in Claim History.'],
-            ];
-            $rules['emp_name.*'] = [
-                'rules'  => 'required',
-                'errors' => ['required' => 'Employee Name is required in Claim History.'],
-            ];
-            $rules['gender.*'] = [
-                'rules'  => 'required|in_list[Female,Male]',
-                'errors' => [
-                    'required' => 'Gender is required in Claim History.',
-                    'in_list'  => 'Gender must be Female or Male.',
-                ],
-            ];
-            $rules['designation.*'] = [
-                'rules'  => 'required',
-                'errors' => ['required' => 'Designation is required in Claim History.'],
-            ];
-            $rules['sum_insured.*'] = [
-                'rules'  => 'required|numeric',
-                'errors' => [
-                    'required' => 'Sum Insured is required in Claim History.',
-                    'numeric'  => 'Sum Insured must be a number.',
-                ],
-            ];
-            $rules['first_death_date.*'] = [
-                'rules'  => 'required|regex_match[/^[0-9]{2}-([0-9]{2}|[A-Za-z]{3})-[0-9]{4}$/]',
-                'errors' => [
-                    'required'    => 'Date of Death is required.',
-                    'regex_match' => 'Date of Death must be in DD-MM-YYYY or DD-MMM-YYYY format.',
-                ],
-            ];
-            $rules['first_cause_of_death.*'] = [
-                'rules'  => 'required|in_list[natural_death,suicide,accident,cardiac_arrest,septic_shock,heart_attack]',
-                'errors' => [
-                    'required' => 'Nature/Cause Of Death is required.',
-                    'in_list'  => 'Nature/Cause Of Death is invalid.',
-                ],
-            ];
-            $rules['first_claim_amount.*'] = [
-                'rules'  => 'required|numeric',
-                'errors' => [
-                    'required' => 'Claim/Settled Amount is required.',
-                    'numeric'  => 'Claim/Settled Amount must be a number.',
-                ],
-            ];
+            $nilClaimsRows = $this->resolveNilClaimRowFlags($postData);
+            $claimRowCount = $this->getClaimHistoryRowCount($postData, $nilClaimsRows);
+
+            for ($claimIndex = 0; $claimIndex < $claimRowCount; $claimIndex++) {
+                $rules["first_year.$claimIndex"] = [
+                    'rules'  => 'required|regex_match[/^\d{4}-\d{4}$/]',
+                    'errors' => [
+                        'required'    => 'Claim Year is required for all entries.',
+                        'regex_match' => 'Year must be in format YYYY-YYYY.',
+                    ],
+                ];
+
+                if (! empty($nilClaimsRows[$claimIndex])) {
+                    continue;
+                }
+
+                $rules["emp_id.$claimIndex"] = [
+                    'rules'  => 'required',
+                    'errors' => ['required' => 'Employee ID is required in Claim History.'],
+                ];
+                $rules["emp_name.$claimIndex"] = [
+                    'rules'  => 'required',
+                    'errors' => ['required' => 'Employee Name is required in Claim History.'],
+                ];
+                $rules["gender.$claimIndex"] = [
+                    'rules'  => 'required|in_list[Female,Male]',
+                    'errors' => [
+                        'required' => 'Gender is required in Claim History.',
+                        'in_list'  => 'Gender must be Female or Male.',
+                    ],
+                ];
+                $rules["designation.$claimIndex"] = [
+                    'rules'  => 'required',
+                    'errors' => ['required' => 'Designation is required in Claim History.'],
+                ];
+                $rules["sum_insured.$claimIndex"] = [
+                    'rules'  => 'required|numeric',
+                    'errors' => [
+                        'required' => 'Sum Insured is required in Claim History.',
+                        'numeric'  => 'Sum Insured must be a number.',
+                    ],
+                ];
+                $rules["first_death_date.$claimIndex"] = [
+                    'rules'  => 'required|regex_match[/^[0-9]{2}-([0-9]{2}|[A-Za-z]{3})-[0-9]{4}$/]',
+                    'errors' => [
+                        'required'    => 'Date of Death is required.',
+                        'regex_match' => 'Date of Death must be in DD-MM-YYYY or DD-MMM-YYYY format.',
+                    ],
+                ];
+                $rules["first_cause_of_death.$claimIndex"] = [
+                    'rules'  => 'required|in_list[natural_death,suicide,accident,cardiac_arrest,septic_shock,heart_attack]',
+                    'errors' => [
+                        'required' => 'Nature/Cause Of Death is required.',
+                        'in_list'  => 'Nature/Cause Of Death is invalid.',
+                    ],
+                ];
+                $rules["first_claim_amount.$claimIndex"] = [
+                    'rules'  => 'required|numeric',
+                    'errors' => [
+                        'required' => 'Claim/Settled Amount is required.',
+                        'numeric'  => 'Claim/Settled Amount must be a number.',
+                    ],
+                ];
+            }
         }
 
         // 1. MANUALLY VALIDATE FILES BEFORE PROCESSING
@@ -2866,7 +2896,9 @@ class LeadsController extends BaseController
         //claim history new sheet;
         if ($claim_history == 1 && !empty($rfq_data['fin_years_claims'])) {
 
-            $claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
+            $claim_details = $this->sanitizeClaimDetailsForExport(
+                json_decode($rfq_data['fin_years_claims'], true) ?? []
+            );
 
             if (! empty($claim_details['finyear'])) {
 
@@ -4654,6 +4686,209 @@ class LeadsController extends BaseController
         }
     }
 
+    private function normalizeClaimHistoryPostData(): void
+    {
+        $post = $this->request->getPost();
+
+        if ((int) ($post['claim_history'] ?? 0) !== 1) {
+            return;
+        }
+
+        $rows = $this->getFinyearRowsFromPost($post);
+
+        if ($rows === []) {
+            return;
+        }
+
+        $leadFormType = (int) ($post['lead_form_type'] ?? 1);
+        $claimArrays  = $leadFormType === 2
+            ? $this->buildNonEbClaimHistoryPostArrays($rows)
+            : $this->buildEbClaimHistoryPostArrays($rows);
+
+        $this->request->setGlobal('post', array_merge($post, $claimArrays));
+    }
+
+    /**
+     * Remove internal nil_claims flag from stored/exported claim rows.
+     *
+     * @param array<string, mixed> $claimDetails
+     *
+     * @return array<string, mixed>
+     */
+    private function sanitizeClaimDetailsForExport(array $claimDetails): array
+    {
+        if (empty($claimDetails['finyear']) || ! is_array($claimDetails['finyear'])) {
+            return $claimDetails;
+        }
+
+        $claimDetails['finyear'] = array_map(static function ($record) {
+            if (! is_array($record)) {
+                return $record;
+            }
+
+            unset($record['nil_claims']);
+
+            return $record;
+        }, $claimDetails['finyear']);
+
+        return $claimDetails;
+    }
+
+    /**
+     * @return list<array<string, mixed>>
+     */
+    private function getFinyearRowsFromPost(array $postData): array
+    {
+        $jsonPayload = $postData['finyear'] ?? $postData['fin_years_claims'] ?? null;
+
+        if (! is_string($jsonPayload) || $jsonPayload === '') {
+            return [];
+        }
+
+        $decoded = json_decode($jsonPayload, true);
+
+        if (! is_array($decoded) || empty($decoded['finyear']) || ! is_array($decoded['finyear'])) {
+            return [];
+        }
+
+        return $decoded['finyear'];
+    }
+
+    /**
+     * @param list<array<string, mixed>> $rows
+     *
+     * @return array<string, list<string>>
+     */
+    private function buildEbClaimHistoryPostArrays(array $rows): array
+    {
+        $arrays = [
+            'first_year'           => [],
+            'nil_claims'           => [],
+            'emp_id'               => [],
+            'emp_name'             => [],
+            'gender'               => [],
+            'designation'          => [],
+            'sum_insured'          => [],
+            'first_death_date'     => [],
+            'first_cause_of_death' => [],
+            'first_claim_amount'   => [],
+        ];
+
+        foreach ($rows as $row) {
+            $isNil = ! empty($row['nil_claims']);
+
+            $arrays['first_year'][] = (string) ($row['year'] ?? '');
+            $arrays['nil_claims'][] = $isNil ? '1' : '0';
+
+            if ($isNil) {
+                $arrays['emp_id'][]               = 'Nil';
+                $arrays['emp_name'][]             = 'Nil';
+                $arrays['gender'][]               = 'Nil';
+                $arrays['designation'][]          = 'Nil';
+                $arrays['sum_insured'][]          = 'Nil';
+                $arrays['first_death_date'][]     = 'Nil';
+                $arrays['first_cause_of_death'][] = 'Nil';
+                $arrays['first_claim_amount'][]   = 'Nil';
+            } else {
+                $arrays['emp_id'][]               = (string) ($row['emp_id'] ?? '');
+                $arrays['emp_name'][]             = (string) ($row['emp_name'] ?? '');
+                $arrays['gender'][]               = (string) ($row['gender'] ?? '');
+                $arrays['designation'][]          = (string) ($row['designation'] ?? '');
+                $arrays['sum_insured'][]          = (string) ($row['sum_insured'] ?? '');
+                $arrays['first_death_date'][]     = (string) ($row['death_date'] ?? '');
+                $arrays['first_cause_of_death'][] = (string) ($row['cause_of_death'] ?? '');
+                $arrays['first_claim_amount'][]   = (string) ($row['settled'] ?? ($row['claim_amount'] ?? ''));
+            }
+        }
+
+        return $arrays;
+    }
+
+    /**
+     * @param list<array<string, mixed>> $rows
+     *
+     * @return array<string, list<string>>
+     */
+    private function buildNonEbClaimHistoryPostArrays(array $rows): array
+    {
+        $arrays = [
+            'first_year'           => [],
+            'nil_claims'           => [],
+            'first_policy_type_'   => [],
+            'first_date_of_loss_'  => [],
+            'first_cause_of_loss'  => [],
+            'first_claim_amount'   => [],
+            'first_settled_amount' => [],
+            'first_claim_status'   => [],
+        ];
+
+        foreach ($rows as $row) {
+            $isNil = ! empty($row['nil_claims']);
+
+            $arrays['first_year'][] = (string) ($row['year'] ?? '');
+            $arrays['nil_claims'][] = $isNil ? '1' : '0';
+
+            if ($isNil) {
+                $arrays['first_policy_type_'][]   = 'Nil';
+                $arrays['first_date_of_loss_'][]  = 'Nil';
+                $arrays['first_cause_of_loss'][]  = 'Nil';
+                $arrays['first_claim_amount'][]   = 'Nil';
+                $arrays['first_settled_amount'][] = 'Nil';
+                $arrays['first_claim_status'][]   = 'Nil';
+            } else {
+                $arrays['first_policy_type_'][]   = (string) ($row['policy_type'] ?? '');
+                $arrays['first_date_of_loss_'][]  = (string) ($row['date_of_loss'] ?? '');
+                $arrays['first_cause_of_loss'][]  = (string) ($row['cause_of_loss'] ?? '');
+                $arrays['first_claim_amount'][]   = (string) ($row['claim_amount'] ?? '');
+                $arrays['first_settled_amount'][] = (string) ($row['settled_amount'] ?? '');
+                $arrays['first_claim_status'][]   = (string) ($row['status'] ?? '');
+            }
+        }
+
+        return $arrays;
+    }
+
+    /**
+     * @return array<int, int> Row index => 1 when nil claims, else 0
+     */
+    private function resolveNilClaimRowFlags(array $postData): array
+    {
+        $flags = [];
+
+        foreach ((array) ($postData['nil_claims'] ?? []) as $idx => $val) {
+            $flags[(int) $idx] = (int) $val;
+        }
+
+        foreach ($this->getFinyearRowsFromPost($postData) as $idx => $row) {
+            if (! is_array($row)) {
+                continue;
+            }
+
+            if (! empty($row['nil_claims'])) {
+                $flags[(int) $idx] = 1;
+            } elseif (! isset($flags[(int) $idx])) {
+                $flags[(int) $idx] = 0;
+            }
+        }
+
+        return $flags;
+    }
+
+    /**
+     * @param array<int, int> $nilClaimFlags
+     */
+    private function getClaimHistoryRowCount(array $postData, array $nilClaimFlags): int
+    {
+        $counts = [
+            count((array) ($postData['first_year'] ?? [])),
+            count($nilClaimFlags),
+        ];
+
+        $counts[] = count($this->getFinyearRowsFromPost($postData));
+
+        return max(0, ...$counts);
+    }
+
     public function getLastFiveFinancialYears(): array
     {
         $year  = (int) date('Y');
@@ -4921,8 +5156,11 @@ class LeadsController extends BaseController
                 $data['lead_edit_data']['multi_file_html'] = trim($html) !== '' ? $html : null;
             }
 
-            if (! in_array((int) $data['lead_edit_data']['lead_type'], [1, 3], true) && $data['lead_edit_data']['lead_form_type'] == 2) {
-                $data['lead_edit_data']['claims_details_html'] = view('rfq/claims_details_non_eb', $data['lead_edit_data']);
+            if (in_array((int) $data['lead_edit_data']['lead_type'], [1, 2, 3], true) && $data['lead_edit_data']['lead_form_type'] == 2) {
+                $data['lead_edit_data']['claims_details_html'] = view('rfq/claims_details_non_eb', [
+                    'lead_edit_data' => $data['lead_edit_data'],
+                    'lastFiveYears'  => $data['lastFiveYears'] ?? $this->getLastFiveFinancialYears(),
+                ]);
             } else {
                 $data['lead_edit_data']['claims_details_html'] = "";
             }
@@ -5372,6 +5610,16 @@ class LeadsController extends BaseController
     {
         helper('excel_util_helper');
 
+        $finyear = array_map(static function ($record) {
+            if (! is_array($record)) {
+                return $record;
+            }
+
+            unset($record['nil_claims']);
+
+            return $record;
+        }, $finyear);
+
         $first = $finyear[0] ?? null;
 
         if (! is_array($first) || $first === []) {
@@ -5844,8 +6092,11 @@ class LeadsController extends BaseController
 
     public function generateViewPageHtml($policy_type_id, $data = [])
     {
-        $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
-        $data['tpa']     = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+        $data['insurer']       = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+        $data['tpa']           = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+        $data['lastFiveYears'] = $data['lastFiveYears'] ?? $this->getLastFiveFinancialYears();
+        $data['gpaClaimType']  = $data['gpaClaimType'] ?? $this->claim_type_for_gpa;
+        $data['causeOfDeath']  = $data['causeOfDeath'] ?? $this->cause_of_death;
 
         $viewMap = [
             1  => 'rfq/gpa',
@@ -6483,7 +6734,9 @@ class LeadsController extends BaseController
 
         if (! empty($rfq_data['fin_years_claims']) && $claim_history == 1) {
 
-            $claim_details = json_decode($rfq_data['fin_years_claims'], true) ?? [];
+            $claim_details = $this->sanitizeClaimDetailsForExport(
+                json_decode($rfq_data['fin_years_claims'], true) ?? []
+            );
 
             if (! empty($claim_details['finyear'])) {
 

app/Controllers/LoginController.php

@@ -20,12 +20,9 @@ class LoginController extends BaseController
     public function index()
     {
 
-        // $session_data = ['isLoggedIn' => True ,'userid' => '25'];
-        // set_session_data($session_data);
-        // $isLoggedIn = check_session();
         $isLoggedIn = check_session();
         $hasCookie = check_cookie();
-        if ($isLoggedIn && $hasCookie) {
+        if ($isLoggedIn || $hasCookie) {
             return redirect()->to(base_url('/dashboard/view'));
         }
         return view('login');

app/Controllers/TicketController.php

@@ -3677,13 +3677,6 @@ class TicketController extends BaseController
                 $employeeRest = new EmployeeRestController();
                 $result = $employeeRest->handleCliamFiles($file_data, $ticket_id);
                 if(!empty($result)){
-                    // Merge all uploaded PDFs for this ticket into a single combined PDF
-                    try {
-                        helper('merge_pdf');
-                        merge_ticket_pdfs((int) $ticket_id);
-                    } catch (\Throwable $e) {
-                        log_message('error', 'TicketController::upload_url | merge_ticket_pdfs failed | ticket_id=' . $ticket_id . ' | ' . $e->getMessage());
-                    }
                     return $this->respond(['status' => true, 'message' => 'File uploaded successfully ']);
                 }else{
                     return $this->respond(['status' => false, 'message' => 'Failed to upload file ']);
@@ -3721,9 +3714,78 @@ class TicketController extends BaseController
             ->where('is_active', 1)
         ->findAll();
 
+        helper('merge_pdf');
+        $mergeUi = merge_ticket_manual_merge_status((int) $ticket_id);
+
         return $this->response->setJSON([
-            'status' => true,
-            'data' => $urlData
+            'status'   => true,
+            'data'     => $urlData,
+            'merge_ui' => $mergeUi,
+        ]);
+    }
+
+    /**
+     * Manually merge claim PDF/image files for a ticket (Claim Files tab).
+     */
+    public function manualMergeClaimFiles()
+    {
+        $ticket_id = (int) $this->request->getPost('ticket_id');
+
+        if ($ticket_id <= 0) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'Ticket ID is required',
+            ]);
+        }
+
+        helper('merge_pdf');
+
+        $mergeUi = merge_ticket_manual_merge_status($ticket_id);
+        if (! $mergeUi['show_manual_merge'] && $mergeUi['mergeable_count'] < 1) {
+            return $this->response->setStatusCode(400)->setJSON([
+                'status'  => false,
+                'message' => 'No PDF or image files available on disk to merge.',
+            ]);
+        }
+
+        $ticket = $this->ticketMasterModel
+            ->select('id, ticket_type_id')
+            ->where('id', $ticket_id)
+            ->where('is_active', 1)
+            ->first();
+
+        if (! $ticket) {
+            return $this->response->setStatusCode(404)->setJSON([
+                'status'  => false,
+                'message' => 'Claim not found.',
+            ]);
+        }
+
+        try {
+            $result = merge_ticket_pdfs($ticket_id, [
+                'ticket_type' => (int) ($ticket['ticket_type_id'] ?? 1),
+                'created_by'  => function_exists('get_session_userid') ? get_session_userid() : null,
+            ]);
+        } catch (\Throwable $e) {
+            log_message('error', 'TicketController::manualMergeClaimFiles | ticket_id=' . $ticket_id . ' | ' . $e->getMessage());
+            return $this->response->setStatusCode(500)->setJSON([
+                'status'  => false,
+                'message' => 'Merge failed: ' . $e->getMessage(),
+            ]);
+        }
+
+        if (! ($result['status'] ?? false)) {
+            return $this->response->setJSON([
+                'status'  => false,
+                'message' => $result['message'] ?? 'Merge failed. Check logs for details.',
+                'data'    => $result,
+            ]);
+        }
+
+        return $this->response->setJSON([
+            'status'  => true,
+            'message' => $result['message'] ?? 'Documents merged successfully.',
+            'data'    => $result,
         ]);
     }
 

app/Controllers/TicketServiceController.php

@@ -1297,6 +1297,7 @@ class TicketServiceController extends AdminController
                     } else {
 
                         //check the employee and insured
+                        $params['is_from'] = 'claim_dump';
                         $employee_data = $ticketMasterModal->getEmployeeAndEmployeePolicyDetails($params) ?? [];
                         // dd($employee_data);
                         if (count($employee_data) == 0) {

app/Helpers/merge_pdf_helper.php

@@ -72,19 +72,22 @@ if (! function_exists('merge_ticket_pdfs')) {
             return $result;
         }
 
+        if (count($rows) ==1){
+            //set file_type for for that one file.
+            $claimFiles->where('id', $rows[0]['id'])->set(['file_type' => 4])->update();
+            $result['status']  = true;
+            $result['message'] = 'Only one PDF/image file to merge';
+            return $result;
+        }
+
         $uploadDir = rtrim(WRITEPATH, '/\\') . DIRECTORY_SEPARATOR
                    . 'uploads' . DIRECTORY_SEPARATOR
                    . 'claim_files' . DIRECTORY_SEPARATOR;
 
         $sourceFiles = [];
         foreach ($rows as $row) {
-            $name = ! empty($row['url']) ? $row['url'] : ($row['file_name'] ?? '');
-            if (empty($name)) {
-                continue;
-            }
-            // url column may sometimes hold a full URL; we only care about the file basename on disk.
-            $full = $uploadDir . basename($name);
-            if (is_file($full) && is_readable($full)) {
+            $full = merge_ticket_pdf_resolve_disk_path($row, $uploadDir);
+            if ($full !== null) {
                 $mime = merge_ticket_pdf_resolve_mime($full, (string) ($row['mime_type'] ?? ''));
                 if (! in_array($mime, $opts['include_mime_types'], true)) {
                     log_message('error', "merge_ticket_pdfs | unsupported source mime {$mime} | claim_file_id={$row['id']} | path={$full}");
@@ -97,7 +100,8 @@ if (! function_exists('merge_ticket_pdfs')) {
                     'id'   => $row['id'] ?? null,
                 ];
             } else {
-                log_message('error', "merge_ticket_pdfs | missing file on disk | claim_file_id={$row['id']} | path={$full}");
+                $name = ! empty($row['url']) ? $row['url'] : ($row['file_name'] ?? '');
+                log_message('error', "merge_ticket_pdfs | missing file on disk | claim_file_id={$row['id']} | path=" . $uploadDir . basename((string) $name));
             }
         }
 
@@ -185,7 +189,7 @@ if (! function_exists('merge_ticket_pdfs')) {
 
         $insertData = [
             'ticket_id'   => $ticket_master_id,
-            'ticket_type' => $opts['ticket_type'],
+            // 'ticket_type' => $opts['ticket_type'],
             'file_type'   => MERGED_CLAIM_FILE_TYPE,
             'doc_name'    => 'MERGED_CLAIM_DOCS_PDF',
             'file_name'   => $mergedName,
@@ -332,10 +336,50 @@ if (! function_exists('merge_ticket_pdf_resolve_mime')) {
             return 'image/png';
         }
 
+        if (in_array($detectedMime, ['application/octet-stream', 'binary/octet-stream'], true)) {
+            if ($ext === 'pdf') {
+                return 'application/pdf';
+            }
+            if (in_array($ext, ['jpg', 'jpeg'], true)) {
+                return 'image/jpeg';
+            }
+            if ($ext === 'png') {
+                return 'image/png';
+            }
+        }
+
         return $detectedMime ?: ($storedMime ?: 'application/octet-stream');
     }
 }
 
+if (! function_exists('merge_ticket_pdf_resolve_disk_path')) {
+    /**
+     * Resolve on-disk path for a claim_files row (url and/or file_name).
+     */
+    function merge_ticket_pdf_resolve_disk_path(array $row, string $uploadDir): ?string
+    {
+        $candidates = [];
+        if (! empty($row['url'])) {
+            $candidates[] = basename((string) $row['url']);
+        }
+        if (! empty($row['file_name'])) {
+            $candidates[] = basename((string) $row['file_name']);
+        }
+
+        foreach (array_unique($candidates) as $name) {
+            if ($name === '' || preg_match('#^https?://#i', $name)) {
+                continue;
+            }
+            $full = $uploadDir . $name;
+            if (is_file($full) && is_readable($full)) {
+                return $full;
+            }
+        }
+
+        return null;
+    }
+}
+
 if (! function_exists('merge_ticket_pdf_add_image_page')) {
     /**
      * Add an uploaded image as a single PDF page, preserving portrait/landscape
@@ -389,3 +433,86 @@ if (! function_exists('merge_ticket_pdf_add_image_page')) {
         return true;
     }
 }
+
+if (! function_exists('merge_ticket_manual_merge_status')) {
+    /**
+     * UI/status helper: whether manual merge should be offered on Claim Files tab.
+     *
+     * @return array{
+     *     has_merged_file: bool,
+     *     mergeable_count: int,
+     *     show_manual_merge: bool,
+     *     button_label: string
+     * }
+     */
+    function merge_ticket_manual_merge_status(int $ticket_master_id, array $opts = []): array
+    {
+        $opts += [
+            'include_file_types' => [1, 2],
+            'include_mime_types' => ['application/pdf', 'image/jpeg', 'image/png'],
+        ];
+
+        $status = [
+            'has_merged_file'   => false,
+            'mergeable_count'   => 0,
+            'show_manual_merge' => false,
+            'button_label'      => 'Merge documents',
+        ];
+
+        if ($ticket_master_id <= 0) {
+            return $status;
+        }
+
+        $claimFiles = new ClaimFilesModel();
+        $rows       = $claimFiles
+            ->where('ticket_id', $ticket_master_id)
+            ->where('is_active', 1)
+            ->whereIn('file_type', array_merge($opts['include_file_types'], [MERGED_CLAIM_FILE_TYPE]))
+            ->orderBy('id', 'ASC')
+            ->findAll();
+
+        $uploadDir = rtrim(WRITEPATH, '/\\') . DIRECTORY_SEPARATOR
+                   . 'uploads' . DIRECTORY_SEPARATOR
+                   . 'claim_files' . DIRECTORY_SEPARATOR;
+
+        $mergeableCount = 0;
+        $sourceRowCount = 0;
+        foreach ($rows as $row) {
+            if ((int) ($row['file_type'] ?? 0) === MERGED_CLAIM_FILE_TYPE) {
+                $status['has_merged_file'] = true;
+                continue;
+            }
+
+            if (! in_array((int) ($row['file_type'] ?? 0), $opts['include_file_types'], true)) {
+                continue;
+            }
+
+            $sourceRowCount++;
+
+            $full = merge_ticket_pdf_resolve_disk_path($row, $uploadDir);
+            if ($full === null) {
+                continue;
+            }
+
+            $mime = merge_ticket_pdf_resolve_mime($full, (string) ($row['mime_type'] ?? ''));
+            if (in_array($mime, $opts['include_mime_types'], true)) {
+                $mergeableCount++;
+            }
+        }
+
+        $status['mergeable_count'] = $mergeableCount;
+
+        // Show manual merge when there is no merged file but user has uploaded docs in the list.
+        if (! $status['has_merged_file']) {
+            if ($mergeableCount >= 1 || $sourceRowCount >= 2) {
+                $status['show_manual_merge'] = true;
+                $status['button_label']      = 'Merge documents';
+            }
+        } elseif ($mergeableCount >= 2) {
+            $status['show_manual_merge'] = true;
+            $status['button_label']      = 'Re-merge documents';
+        }
+
+        return $status;
+    }
+}

app/Libraries/TPAClaimsImportServices/BaseTpaClaimImportService.php

@@ -19,6 +19,7 @@ abstract class BaseTpaClaimImportService
     protected $claimDumpFileModel;
     protected $clientPolicyModel;
     protected $policyNumberMapping;
+    protected $tpaTableMapping;
 
     public function __construct()
     {
@@ -33,6 +34,14 @@ abstract class BaseTpaClaimImportService
             (int) env('R_CARE_PRIMARY_KEY_CONSTANT') => 'Policy Number',
             (int) env('ICICI_PRIMARY_KEY_CONSTANT') => 'POLICY_NO', 
         ];
+        $this->tpaTableMapping = [
+            (int) env('VIDAL_PRIMARY_KEY_CONSTANT') => 'claims_dump_vidal',
+            (int) env('ABHI_PRIMARY_KEY_CONSTANT') => 'claims_dump_abhi',
+            (int) env('MEDI_ASSIST_PRIMARY_KEY_CONSTANT') => 'claims_dump_medi_assist',
+            (int) env('FHPL_PRIMARY_KEY_CONSTANT') => 'claims_dump_fhpl',
+            (int) env('R_CARE_PRIMARY_KEY_CONSTANT') => 'claims_dump_reliance',
+            (int) env('ICICI_PRIMARY_KEY_CONSTANT') => 'claims_dump_icici',
+        ];
     }
 
     /**
@@ -58,8 +67,7 @@ abstract class BaseTpaClaimImportService
             }
 
             if (empty($rows)) {
-                $this->db->transRollback(); // ROLLBACK BEFORE RETURN
-                return ['status' => false, 'message' => 'Excel file contains no data or wrong file upload'];
+                return $this->failTpaClaimDumpInsert($fileId, 'Excel file contains no data or wrong file upload');
             }
 
             if(isset($this->policyNumberMapping[$fileData['tpa_id']]) && !empty($this->policyNumberMapping[$fileData['tpa_id']])){
@@ -70,22 +78,19 @@ abstract class BaseTpaClaimImportService
 
 
             if($client_policy_data['policy_no'] != ($rows[0][$policy_number_column] ?? '')){
-                $this->db->transRollback();
-                return ['status' => false, 'message' => 'Policy number mismatch in the file and in the system'];
+                return $this->failTpaClaimDumpInsert($fileId, 'Policy number mismatch in the file and in the system');
             }
 
             $tpaInsertData = $this->mapTPAData($rows, $fileId);
 
             if (empty($tpaInsertData)) {
-                $this->db->transRollback(); // ROLLBACK BEFORE RETURN
-                return ['status' => false, 'message' => 'These records already exist in the system.'];
+                return $this->failTpaClaimDumpInsert($fileId, 'These records already exist in the system.');
             }
 
             $return_res = $this->bulkInsertTPATable($tpaInsertData);
 
             if ($return_res !== true) {
-                $this->db->transRollback(); // ROLLBACK BEFORE RETURN
-                return ['status' => false, 'message' => 'TPA Import bulk insert failed'];
+                return $this->failTpaClaimDumpInsert($fileId, 'TPA Import bulk insert failed');
             }
 
             // 2. Commit if everything is fine
@@ -93,9 +98,7 @@ abstract class BaseTpaClaimImportService
             return ['status' => true, 'message' => 'File uploaded successfully', 'record_count' => count($tpaInsertData)];
 
         } catch (\Throwable $e) {
-            // 3. Rollback on any crash/exception
-            $this->db->transRollback();
-            return ['status' => false, 'message' => 'System error : ' . $e->getMessage()];
+            return $this->failTpaClaimDumpInsert($fileId, 'System error : ' . $e->getMessage());
         }
     }
 
@@ -113,7 +116,7 @@ abstract class BaseTpaClaimImportService
 
             // Check if mapping failed
             if (!$ticketMasterData['status']) {
-                $this->db->transRollback(); // ALWAYS rollback before early return
+                $this->rollbackAndCleanupClaimDumpData($file_id);
                 return $ticketMasterData;
             }
 
@@ -125,13 +128,11 @@ abstract class BaseTpaClaimImportService
             if (!empty($ticketMasterData['mapped_array'])) {
                 $insert_res = $this->importClaimMaster($ticketMasterData['mapped_array']);
                 if (!$insert_res) {
-                    $this->db->transRollback();
-                    return ['status' => false, 'message' => 'Ticket Master Claim bulk insert failed'];
+                    return $this->failTicketMasterInsert($file_id, 'Ticket Master Claim bulk insert failed');
                 }
                 // Map newly created ticket IDs back to the TPA staging table
                 if (!$this->updateTicketIdInTPATable($file_id)) {
-                    $this->db->transRollback();
-                    return ['status' => false, 'message' => 'Updating ticket_id in TPA table failed'];
+                    return $this->failTicketMasterInsert($file_id, 'Updating ticket_id in TPA table failed');
                 }
 
                 $message .= 'Ticket Master Claim bulk insert success. ';
@@ -144,8 +145,7 @@ abstract class BaseTpaClaimImportService
             if (!empty($ticketMasterData['rejected_reason_array'])) {
                 $update_res = $this->updateTicketMasterRejectedReasonInTPATable($ticketMasterData['rejected_reason_array']);
                 if (!$update_res) {
-                    $this->db->transRollback();
-                    return ['status' => false, 'message' => 'Updating rejected reasons failed'];
+                    return $this->failTicketMasterInsert($file_id, 'Updating rejected reasons failed');
                 }
                 
                 $message .= empty($ticketMasterData['mapped_array']) 
@@ -156,24 +156,69 @@ abstract class BaseTpaClaimImportService
 
             // If nothing was processed but no error occurred
             if (!$hasExecutedTask) {
-                $this->db->transRollback();
-                return ['status' => false, 'message' => 'No data found to process.'];
+                return $this->failTicketMasterInsert($file_id, 'No data found to process.');
             }
 
             // 2. Commit the transaction
             $this->db->transCommit();
+
+            if (!$status) {
+                $this->cleanupClaimDumpData($file_id);
+            }
+
             return ['status' => $status, 'message' => trim($message)];
 
         } catch (\Throwable $th) {
-            // 3. Rollback on crash
-            $this->db->transRollback();
-            return [
-                'status' => false, 
-                'message' => 'System error during Ticket Master Insert: ' . $th->getMessage()
-            ];
+            $fileId = (int) ($params['file_id'] ?? 0);
+            return $this->failTicketMasterInsert(
+                $fileId,
+                'System error during Ticket Master Insert: ' . $th->getMessage()
+            );
         }
     }
 
+    /**
+     * Remove TPA staging rows and ticket_master rows created for a failed claim dump upload.
+     */
+    protected function cleanupClaimDumpData(int $fileId): void
+    {
+        if ($fileId <= 0) {
+            return;
+        }
+
+        $fileData = $this->claimDumpFileModel->where('id', $fileId)->first();
+        if (empty($fileData)) {
+            return;
+        }
+
+        $tpaId = (int) ($fileData['tpa_id'] ?? 0);
+        $tpaTable = $this->tpaTableMapping[$tpaId] ?? null;
+
+        if ($tpaTable !== null) {
+            $this->db->table($tpaTable)->where('file_id', $fileId)->delete();
+        }
+
+        $this->db->table('ticket_master')->where('file_id', $fileId)->delete();
+    }
+
+    protected function rollbackAndCleanupClaimDumpData(int $fileId): void
+    {
+        $this->db->transRollback();
+        $this->cleanupClaimDumpData($fileId);
+    }
+
+    protected function failTpaClaimDumpInsert(int $fileId, string $message): array
+    {
+        $this->rollbackAndCleanupClaimDumpData($fileId);
+        return ['status' => false, 'message' => $message];
+    }
+
+    protected function failTicketMasterInsert(int $fileId, string $message): array
+    {
+        $this->rollbackAndCleanupClaimDumpData($fileId);
+        return ['status' => false, 'message' => $message];
+    }
+
     /**
      * Read Excel and return associative rows (header based)
      */
@@ -324,7 +369,15 @@ abstract class BaseTpaClaimImportService
      * Dublicate check in the TPA specific table records
      */
     public function getEmployeeDetails(int $client_id, int $client_policy_id, string $emp_code, string $relation): array
-    {
+    {   
+
+        $client_policy_data = $this->clientPolicyModel->where('id', $client_policy_id)->first();
+        if(!empty($client_policy_data)){
+            if(!empty($client_policy_data['base_policy'])){
+               $client_policy_id = $client_policy_data['base_policy'];
+            }
+        }
+        
         $EmployeeModel = new EmployeeModel();
         $employeeData = $EmployeeModel
             ->select([

app/Models/ClaimFilesModel.php

@@ -59,4 +59,18 @@ class ClaimFilesModel extends Model
 
         return $data;
     }
+
+    /**
+     * Whether the claim (ticket) has at least one active PDF in claim_files.
+     */
+    public function hasPdfFileForTicket($ticketId): bool
+    {
+        return $this->where('ticket_id', $ticketId)
+            ->where('is_active', 1)
+            ->groupStart()
+                ->where('mime_type', 'pdf')
+                ->orWhere('mime_type', 'application/pdf')
+            ->groupEnd()
+            ->countAllResults(false) > 0;
+    }
 }

app/Models/EmployeePolicyModel.php

@@ -756,14 +756,17 @@ class EmployeePolicyModel extends Model
                     LEFT JOIN (
                         SELECT
                         emp_code,
+                        group_key,
                         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
                         $subquery_endorsement_condition
-                        GROUP BY emp_code
-                    ) AS sidata ON a.emp_code = sidata.emp_code
+                        AND actions = 'si'
+                        AND status != 'truncated'
+                        GROUP BY emp_code, group_key
+                    ) AS sidata ON a.emp_code = sidata.emp_code AND a.group_key = sidata.group_key
                     WHERE employee_polices.client_policy_id = '{$client_policy_id}'
                         AND employees.client_branch_id = '{$client_branch_id}'
                         $endorsement_condition 
@@ -2252,7 +2255,7 @@ class EmployeePolicyModel extends Model
              }
              else if(count($emp_codes) > 0 && $all == false)
              {
-                $result->whereNotIn('emp.emp_code',$emp_codes);
+                $result->whereNotIn('employee_polices.id',$emp_codes);
              }
              else if(count($emp_codes) == 0 && $all == true)
              {

app/Models/TicketMasterModel.php

@@ -1118,12 +1118,23 @@ class TicketMasterModel extends Model
         $policy_no    = $params['policy_no'] ?? null;
         $relationship = $params['relationship'] ?? null;
         $insured_name = $params['insured_name'] ?? null;
+        $is_from = $params['is_from'] ?? null;
 
         // $client_name  = "6-Eleven";
         // $emp_code     = "EMP0020K12";
         // $emp_name     = "Lokesh";
         // $policy_no    = "GMC-1999/2000/2021/2022";
 
+        $base_policy_id = null;
+        if($is_from == "claim_dump"){
+           $client_policy_data = $this->db->table('client_policy')->where('policy_no', trim($policy_no))->where('is_active', 1)->get()->getRowArray();
+           if(isset($client_policy_data) && !empty($client_policy_data)){
+                if(!empty($client_policy_data['base_policy'])) {
+                    $base_policy_id = $client_policy_data['base_policy'];
+                }
+           }
+        }
+
         $builder = $this->db->table('employees e');
         $builder->select("
             e.id as emp_id,
@@ -1161,7 +1172,13 @@ class TicketMasterModel extends Model
         $builder->where('e.emp_code', trim($emp_code));
         $builder->where('e.name', trim($emp_name));
         $builder->where('c.client_name', trim($client_name));
-        $builder->where('cp.policy_no', trim($policy_no));
+
+        if(!empty($base_policy_id)) {
+            $builder->where('cp.id', trim($base_policy_id));
+        } else {
+            $builder->where('cp.policy_no', trim($policy_no));
+        }
+        
         $builder->where('LOWER(e.relationship)', strtolower('self'));
 
         $query  = $builder->get();

app/Views/batch_list.php

@@ -112,18 +112,44 @@ for ($i = 0; $i < $batch_col_count; $i++) {
     max-width: 95%;
 }
 
+/* Make the modal content a flex column so only the body scrolls */
 #tpa_variation_modal .modal-content {
     max-height: 90vh;
+    display: flex;
+    flex-direction: column;
 }
 
+/* Internal vertical scroll for large tables, keep header/footer fixed */
 #tpa_variation_modal .modal-body {
-    max-height: calc(85vh - 50px);
+    flex: 1 1 auto;
     overflow-y: auto;
     direction: ltr;
 }
 
+/* Tab panes must shrink inside flex modal-body so scrollX width is correct */
+#tpa_variation_modal .tab-content,
+#tpa_variation_modal .tab-pane {
+    min-width: 0;
+}
+
+/* Outer .table-responsive must not scroll when DataTables scrollX is active (see custom.css) */
 #tpa_variation_modal .table-responsive {
-    overflow-x: auto;
+    width: 100%;
+    max-width: 100%;
+}
+
+#tpa_variation_modal .dataTables_wrapper {
+    width: 100%;
+    max-width: 100%;
+}
+
+#tpa_variation_modal .dataTables_scrollHead {
+    overflow: hidden !important;
+}
+
+#tpa_variation_modal .dataTables_scrollBody {
+    overflow-x: auto !important;
+    -webkit-overflow-scrolling: touch;
 }
 
 #tpa_variation_modal table {
@@ -548,6 +574,10 @@ for ($i = 0; $i < $batch_col_count; $i++) {
     let tpaNotInNhanceProceedEnabled = true;
     /** From API `not_in_nhance_proceed_button_text` — label for Proceed on "Not in Nhance" tab. */
     let tpaNotInNhanceProceedButtonText = 'Proceed - Not in Nhance';
+    /** From API `not_matched_count` — when 0, Proceed is disabled on "Need to Review" tab. */
+    let tpaNeedToReviewProceedEnabled = true;
+    /** From API `need_to_review_proceed_button_text` — label for Proceed on "Need to Review" tab. */
+    let tpaNeedToReviewProceedButtonText = 'Proceed - Need to Review ( 0 )';
 
     const tpaVariationColumns = {
         not_in_nhance: [
@@ -694,6 +724,16 @@ for ($i = 0; $i < $batch_col_count; $i++) {
             tpaNotInNhanceProceedButtonText = 'Proceed - Not in Nhance';
         }
 
+        const notMatchedCount = parseInt(data.not_matched_count, 10);
+        tpaNeedToReviewProceedEnabled = !isNaN(notMatchedCount) && notMatchedCount > 0;
+        if (typeof data.need_to_review_proceed_button_text === 'string' && data.need_to_review_proceed_button_text.trim() !== '') {
+            tpaNeedToReviewProceedButtonText = data.need_to_review_proceed_button_text.trim();
+        } else if (!isNaN(notMatchedCount)) {
+            tpaNeedToReviewProceedButtonText = 'Proceed - Need to Review ( ' + notMatchedCount + ' )';
+        } else {
+            tpaNeedToReviewProceedButtonText = 'Proceed - Need to Review ( 0 )';
+        }
+
         showTPAVariationTabByLinkId('not-in-nhance-tab');
         updateTPAProceedButton('not-in-nhance-tab');
         adjustVariationTableByTabId('not-in-nhance-tab');
@@ -711,6 +751,20 @@ for ($i = 0; $i < $batch_col_count; $i++) {
         updateTPAProceedButton($activeTab.attr('id'));
     }
 
+    function bindVariationScrollHeadSync($wrap) {
+        const $body = $wrap.find('.dataTables_scrollBody');
+        const $head = $wrap.find('.dataTables_scrollHead');
+        if (!$body.length || !$head.length) {
+            return;
+        }
+        $body.off('scroll.nhTpaVarHScroll').on('scroll.nhTpaVarHScroll', function () {
+            $head.scrollLeft($(this).scrollLeft());
+        });
+        $head.off('scroll.nhTpaVarHScroll').on('scroll.nhTpaVarHScroll', function () {
+            $body.scrollLeft($(this).scrollLeft());
+        });
+    }
+
     function getVariationDataTableConfig() {
         return {
             dom: "<'dt-top'lf>" +
@@ -722,7 +776,15 @@ for ($i = 0; $i < $batch_col_count; $i++) {
             paging: true,
             ordering: false,
             info: false,
+            scrollX: true,
+            scrollY: false,
+            scrollCollapse: false,
             autoWidth: false,
+            initComplete: function () {
+                const $wrap = $(this.api().table().container());
+                $wrap.closest('.table-responsive').addClass('nh-dt-no-outer-scroll');
+                bindVariationScrollHeadSync($wrap);
+            },
             language: {
                 search: `
                     <div class="datatable-search-wrapper" style="position:relative; display:inline-block;">
@@ -773,8 +835,17 @@ for ($i = 0; $i < $batch_col_count; $i++) {
         }
 
         const dt = $table.DataTable();
+        const $wrap = $(dt.table().container());
+        bindVariationScrollHeadSync($wrap);
         dt.columns.adjust().draw(false);
         bindVariationSearchIcons($table);
+
+        /* Re-measure after tab/modal becomes visible — hidden tables mis-size columns */
+        setTimeout(function () {
+            if ($table.is(':visible')) {
+                dt.columns.adjust().draw(false);
+            }
+        }, 0);
     }
 
     function adjustVariationTableByTabId(tabId) {
@@ -814,7 +885,10 @@ for ($i = 0; $i < $batch_col_count; $i++) {
                 $button.prop('disabled', true);
             }
         } else if (activeId === 'need-to-review-tab') {
-            $button.text('Proceed - Need to Review');
+            $button.text(tpaNeedToReviewProceedButtonText);
+            if (!tpaNeedToReviewProceedEnabled) {
+                $button.prop('disabled', true);
+            }
         } else if (activeId === 'not-in-tpa-tab') {
             $button.addClass('d-none');
         } else {
@@ -829,12 +903,32 @@ for ($i = 0; $i < $batch_col_count; $i++) {
             const activeId = $(e.target).attr('id');
             updateTPAProceedButton(activeId);
             adjustVariationTableByTabId(activeId);
+            setTimeout(function () {
+                const tabToTableMap = {
+                    'not-in-nhance-tab': '#not_in_nhance_table',
+                    'not-in-tpa-tab': '#not_in_tpa_table',
+                    'need-to-review-tab': '#need_to_review_table'
+                };
+                const sel = tabToTableMap[activeId];
+                const $t = sel ? $(sel) : $();
+                if ($.fn.DataTable.isDataTable($t)) {
+                    $t.DataTable().columns.adjust().draw(false);
+                }
+            }, 50);
         });
 
         $('#tpa_variation_modal').on('shown.bs.modal', function () {
             showTPAVariationTabByLinkId('not-in-nhance-tab');
             updateTPAProceedButton('not-in-nhance-tab');
             adjustVariationTableByTabId('not-in-nhance-tab');
+            setTimeout(function () {
+                ['#not_in_nhance_table', '#not_in_tpa_table', '#need_to_review_table'].forEach(function (sel) {
+                    const $t = $(sel);
+                    if ($.fn.DataTable.isDataTable($t) && $t.is(':visible')) {
+                        $t.DataTable().columns.adjust().draw(false);
+                    }
+                });
+            }, 50);
         });
 
         $('#tpa_variation_modal').on('hidden.bs.modal', function () {
@@ -1155,6 +1249,10 @@ for ($i = 0; $i < $batch_col_count; $i++) {
             } else if (activeId === 'not-in-tpa-tab') {
                 proceedNotInTPA();
             } else if (activeId === 'need-to-review-tab') {
+                if (!tpaNeedToReviewProceedEnabled) {
+                    toastr.warning('No mismatched records to proceed.', 'WARNING');
+                    return;
+                }
                 proceedNeedToReview();
             } else {
                 toastr.warning('Unknown tab selected.', 'WARNING');

app/Views/claim_files_upload.php

@@ -103,6 +103,11 @@
                     <h4 class="mb-0" style="position: relative;">File List</h4>
                 </div>
                 <div class="col-md-6 text-md-right mt-2 mt-md-0">
+                    <button type="button" class="btn btn-warning waves-effect waves-light mr-2 d-none"
+                        id="btn_manual_merge_claim_files"
+                        title="Combine uploaded PDFs and images into one file">
+                        Merge documents
+                    </button>
                     <button type="button" class="btn btn-primary waves-effect waves-light"
                         id="btn_upload_claim_files_to_tpa">
                         Upload files to TPA
@@ -170,9 +175,18 @@
 
 <script>
     $(document).ready(function(){
-        let ticket_id = $('#ticket_master_id').val();
+        let ticket_id = getClaimFileListTicketId();
         $('#ticket_id_url').val(ticket_id);
-        let urlData = getUrlDataByTicketId(ticket_id);
+        if (ticket_id) {
+            getUrlDataByTicketId(ticket_id);
+        }
+    });
+
+    $(document).on('shown.bs.tab', 'a[href="#uploads-tab"], #uploads_tab', function () {
+        var ticket_id = getClaimFileListTicketId();
+        if (ticket_id) {
+            getUrlDataByTicketId(ticket_id);
+        }
     });
 
     function getClaimFileListTicketId() {
@@ -183,6 +197,88 @@
         return id;
     }
 
+    function resolveManualMergeUi(serverMergeUi, fileListData) {
+        if (serverMergeUi && serverMergeUi.show_manual_merge) {
+            return serverMergeUi;
+        }
+        if (!fileListData || !fileListData.length) {
+            return serverMergeUi || { show_manual_merge: false };
+        }
+        var hasMerged = fileListData.some(function (item) {
+            return item.file_type == 4 || item.file_type === '4';
+        });
+        var sourceCount = fileListData.filter(function (item) {
+            return item.file_type == 1 || item.file_type === '1'
+                || item.file_type == 2 || item.file_type === '2';
+        }).length;
+        if (!hasMerged && sourceCount >= 1) {
+            return {
+                show_manual_merge: true,
+                button_label: 'Merge documents',
+                mergeable_count: sourceCount
+            };
+        }
+        return serverMergeUi || { show_manual_merge: false };
+    }
+
+    function updateManualMergeButton(mergeUi, fileListData) {
+        var $btn = $('#btn_manual_merge_claim_files');
+        if (!$btn.length) {
+            return;
+        }
+        var resolved = resolveManualMergeUi(mergeUi, fileListData);
+        if (resolved && resolved.show_manual_merge) {
+            $btn.removeClass('d-none').css('display', 'inline-block');
+            $btn.text(resolved.button_label || 'Merge documents');
+            $btn.prop('disabled', false);
+        } else {
+            $btn.addClass('d-none').css('display', '');
+        }
+    }
+
+    $(document).on('click', '#btn_manual_merge_claim_files', function () {
+        var ticket_id = getClaimFileListTicketId();
+        if (!ticket_id) {
+            toastr.warning('Ticket ID is missing. Please reload the page.', 'Validation');
+            return;
+        }
+        var $btn = $(this);
+        $.ajax({
+            url: "<?= base_url('ticket/manualMergeClaimFiles') ?>",
+            type: "POST",
+            data: { ticket_id: ticket_id },
+            dataType: "json",
+            beforeSend: function () {
+                $btn.prop('disabled', true);
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+            },
+            success: function (res) {
+                if (res && res.status === true) {
+                    toastr.success(res.message || 'Documents merged successfully', 'Success');
+                    getUrlDataByTicketId(ticket_id);
+                } else {
+                    toastr.error((res && res.message) ? res.message : 'Failed to merge documents', 'Error');
+                }
+            },
+            error: function (xhr) {
+                var msg = 'Failed to merge documents';
+                try {
+                    var r = JSON.parse(xhr.responseText);
+                    if (r.message) {
+                        msg = r.message;
+                    }
+                } catch (e) {}
+                toastr.error(msg, 'Error');
+            },
+            complete: function () {
+                $btn.prop('disabled', false);
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+        });
+    });
+
     $(document).on('click', '#btn_upload_claim_files_to_tpa', function () {
         var ticket_id = getClaimFileListTicketId();
         if (!ticket_id) {
@@ -395,10 +491,13 @@
                 console.log('Form submitted response:', response);
 
                 if (response.status === true) {
+                    window._claimFilesMergeUi = response.merge_ui || null;
                     create_url_list(response.data);
+                    updateManualMergeButton(response.merge_ui, response.data);
                     addHTMLInput();
                     return ;
                 } else {
+                    updateManualMergeButton(null, []);
                     addHTMLInput();
                     console.warn("No Data");
                 }
@@ -555,6 +654,7 @@
         } else {
             $('#table_bd').html('<tr><td colspan="5">No Data Found</td></tr>');
         }
+        updateManualMergeButton(window._claimFilesMergeUi || null, data || []);
     }
 
     $(document).on('click', '.delete-url', function (e) {

app/Views/leads_form.php

@@ -163,7 +163,8 @@
                         </h4> -->
                     </div>
                     <form role="form" class="parsley-examples" method="post" id="leads_form_id"
-                        enctype="multipart/form-data">
+                        enctype="multipart/form-data"
+                        data-parsley-excluded="input[type=button], input[type=submit], input[type=reset], input[type=hidden], [disabled], :hidden, .select2-search__field">
 
                         <input type="hidden" name="id" id="leads_primarykey">
                         <input type="hidden" name="lead_form_type" id="lead_form_type_id" value="<?= isset($selected_lead_type) ? $selected_lead_type : 1 ?>">
@@ -487,7 +488,7 @@
 
     function restoreActualLeadGstNumber() {
         if ($('#actual_lead_id').val() && $('#actual_lead_id').val() != 0 && actualLeadGstNumber) {
-            $('#gst').val(actualLeadGstNumber);
+            $('#gst').val(String(actualLeadGstNumber).trim().toUpperCase());
         }
     }
 
@@ -770,18 +771,7 @@
                     leadTypeBsedHideAndShow(lead_type, false, policy_type_id)
 
 
-                    if (lead_type == 1) {
-                        $('.claim-row').hide();
-                    } else {
-                        $('.claim-row').show();
-                        if (policy_type_id == 1) {
-                            $('.gpaClaimFileds').show();
-                            $('.lifeClaimFields').hide();
-                        } else if (policy_type_id == 6 || policy_type_id == 7) {
-                            $('.gpaClaimFileds').hide();
-                            $('.lifeClaimFields').show();
-                        }
-                    }
+                    updateClaimRowVisibility(policy_type_id);
 
                     if (lead_type != 1 && policy_type_id != 1 && policy_type_id != 6 && policy_type_id != 7) {
                         // updateRenewalFields(dataIncrement);
@@ -1160,11 +1150,9 @@
                 leadTypeBsedHideAndShow(lead_type)
 
 
-                if (lead_type == 1) {
-                    $('.claim-row').hide();
-                } else if (!shouldShowClaimHistorySwitch(lead_type, policy_type_id)) {
-                    $('.claim-row').show();
+                updateClaimRowVisibility(policy_type_id);
 
+                if (!shouldShowClaimHistorySwitch(lead_type, policy_type_id)) {
                     if (policy_type_id == 1) {
                         $('.gpaClaimFileds').show();
                         $('.lifeClaimFields').hide();
@@ -1774,15 +1762,56 @@
 
         event.preventDefault();
 
+        $('.claim-row').each(function() {
+            const isNil = $(this).find('.nil-claims-checkbox').prop('checked');
+            $(this).find('.nil-claims-value').val(isNil ? '1' : '0');
+        });
+
+        if (typeof window.prepareLeadsFormForSubmit === 'function') {
+            window.prepareLeadsFormForSubmit();
+        }
+
         var isValid = $('#leads_form_id').parsley().validate();
 
         if (!isValid) {
-            $('#leads_form_id').find('input, select, textarea').each(function() {
-                if ($(this).parsley().isValid() === false && !$(this).val()) {
-                    console.log('Empty field ID:', this.id);
+            var invalidFields = typeof window.getLeadsFormInvalidFields === 'function'
+                ? window.getLeadsFormInvalidFields()
+                : [];
+
+            if (invalidFields.length) {
+                console.table(invalidFields);
+                invalidFields.forEach(function(f) {
+                    console.log('Invalid field:', f.label || f.name || f.id, f);
+                });
+
+                var firstInvalid = invalidFields[0];
+                var fieldLabel = firstInvalid.label || firstInvalid.name || firstInvalid.id || 'A required field';
+                var fieldMessage = (firstInvalid.messages && firstInvalid.messages.length)
+                    ? firstInvalid.messages[0]
+                    : (firstInvalid.isEmpty ? 'This field is required.' : 'Please check this field.');
+
+                if (typeof toastr !== 'undefined') {
+                    toastr.warning(fieldLabel + ': ' + fieldMessage, 'Validation');
                 }
-            });
-            console.log('Form is Empty', 'Warning');
+
+                if (firstInvalid.id) {
+                    var $invalidField = $('#' + firstInvalid.id);
+                    if ($invalidField.length) {
+                        var scrollTarget = $invalidField.closest('.form-group, .card, .dynamic-form-row');
+                        if (scrollTarget.length) {
+                            $('html, body').animate({
+                                scrollTop: scrollTarget.offset().top - 100
+                            }, 300);
+                        }
+                        $invalidField.focus();
+                    }
+                }
+            } else {
+                console.warn('Form validation failed');
+                if (typeof toastr !== 'undefined') {
+                    toastr.warning('Please correct the highlighted fields.', 'Validation');
+                }
+            }
             return;
         }
  
@@ -1803,12 +1832,11 @@
         const jsonString = JSON.stringify(salse_person_id);
         console.log('jsonString', jsonString);
 
-        // Append the JSON string to the FormData object
         formData.append('salse_person_id', jsonString);
-        // Convert the claim experience array to JSON
         const finyearJsonString = gatherClaimExperienceData(policy_type_ids);
         console.log('finyearJsonString', finyearJsonString);
         formData.append('finyear', finyearJsonString);
+        syncClaimHistoryFieldsToFormData(formData);
         let claimHistoryStatus = $("#claim_history").length > 0 && $("#claim_history").prop("checked") ? 1 : 0;
         formData.set('claim_history', claimHistoryStatus);
 
@@ -2065,6 +2093,25 @@
 
         $(".claim-row").each(function() {
 
+            let isNilClaims = $(this).find(".nil-claims-checkbox").prop("checked");
+
+            if (isNilClaims) {
+                let year = $(this).find("[name='first_year[]']").val();
+                claimData.push({
+                    "year": year,
+                    "emp_id": "Nil",
+                    "emp_name": "Nil",
+                    "gender": "Nil",
+                    "designation": "Nil",
+                    "sum_insured": "Nil",
+                    "death_date": "Nil",
+                    "cause_of_death": "Nil",
+                    "settled": "Nil",
+                    "nil_claims": 1,
+                });
+                return;
+            }
+
             let year = $(this).find("[name='first_year[]']").val();
             let claimAmount = $(this).find("[name='first_claim_amount[]']").val();
             let claimStatus = $(this).find("[name='first_claim_status[]']").val();
@@ -2088,6 +2135,7 @@
                 "death_date": deathDate,
                 "cause_of_death": causeOfDeath,
                 "settled": claimAmount,
+                "nil_claims": 0,
             });
         });
 
@@ -2196,8 +2244,37 @@
         return ['1', '6', '7'].includes(String(policyTypeId));
     }
 
+    function getClaimHistoryLabel(leadType) {
+        return String(leadType) === '1' ? 'Mortality Claims' : 'Claims History';
+    }
+
     function shouldShowClaimHistorySwitch(leadType, policyTypeId) {
-        return (leadType == 2 || leadType == 3) && isClaimHistoryPolicyType(policyTypeId);
+        return ['1', '2', '3'].includes(String(leadType)) && isClaimHistoryPolicyType(policyTypeId);
+    }
+
+    function updateClaimRowVisibility(fallbackPolicyTypeId = null) {
+        const leadType = $('#lead_type').val();
+        let policyTypeId = fallbackPolicyTypeId;
+
+        if (policyTypeId == null || policyTypeId === '') {
+            const $policySelect = $('[id^="policy_type_id_"]').first();
+            policyTypeId = $policySelect.length ? $policySelect.val() : '';
+        }
+
+        if (!shouldShowClaimHistorySwitch(leadType, policyTypeId)) {
+            $('.claim-row').hide();
+            return;
+        }
+
+        if ($('#claim_history').length) {
+            if ($('#claim_history').prop('checked')) {
+                $('.claim-row').show();
+            } else {
+                $('.claim-row').hide();
+            }
+        } else {
+            $('.claim-row').show();
+        }
     }
 
     function appendThreeYearsClaims(count) {
@@ -2210,20 +2287,21 @@
 
         let lead_type = $('#lead_type').val();
         let showClaimHistorySwitch = shouldShowClaimHistorySwitch(lead_type, policy_type_id);
+        let claimHistoryLabel = getClaimHistoryLabel(lead_type);
 
         console.log('claimIndex from parent', claimIndex);
         let increment = claimIndex;
 
         let claimsFields = `${showClaimHistorySwitch && !document.querySelector('#claim_history') ? `<div class="custom-control custom-switch">
                 <input type="checkbox" onchange="claimHistoryToggle()" class="custom-control-input" id="claim_history" name="claim_history" checked>
-                <label class="custom-control-label" for="claim_history">Claims History</label>
+                <label class="custom-control-label" for="claim_history">${claimHistoryLabel}</label>
             </div><br>` : ``}`;
 
         claimsFields += `
                 <div class="row claim-row">
 
-                    <div class="form-group col-md-2">
-                        <label for="first_year_${increment}">Year<span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-year-group">
+                        <label for="first_year_${increment}">Year<span class="text-danger claim-required-star">*</span></label>
                         <select class="form-control first_year_ claim-input" id="first_year_${increment}" name="first_year[]">
                             <option value="">Select Year</option>
                             <?php foreach ($lastFiveYears as $year) {
@@ -2233,18 +2311,27 @@
                     </div>
 
                     <div class="form-group col-md-2">
-                        <label for="emp_id_${increment}">Emp ID<span class="text-danger">*</span></label>
+                        <label>Nil Claims</label>
+                        <input type="hidden" class="nil-claims-value" name="nil_claims[]" value="0">
+                        <div class="custom-control custom-checkbox" style="padding-top: 8px;">
+                            <input type="checkbox" class="custom-control-input nil-claims-checkbox" id="nil_claims_${increment}" onchange="nilClaimsToggle(this)">
+                            <label class="custom-control-label" for="nil_claims_${increment}">Nil Claims</label>
+                        </div>
+                    </div>
+
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="emp_id_${increment}">Emp ID<span class="text-danger claim-required-star">*</span></label>
                         <input type="text" class="form-control claim-input" id="emp_id_${increment}" name="emp_id[]">
                     </div>
                     
                     
-                    <div class="form-group col-md-2">
-                        <label for="emp_name_${increment}">Employee Name<span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="emp_name_${increment}">Employee Name<span class="text-danger claim-required-star">*</span></label>
                         <input type="text" class="form-control claim-input" id="emp_name_${increment}" name="emp_name[]">
                     </div>
                     
-                    <div class="form-group col-md-2">
-                        <label for="gender_${increment}">Gender<span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="gender_${increment}">Gender<span class="text-danger claim-required-star">*</span></label>
                         <select class="form-control claim-input" id="gender_${increment}" name="gender[]">
                             <option value="">Select Gender</option>
                             <option value="Female">Female</option>
@@ -2252,26 +2339,26 @@
                         </select>
                     </div>	
                     
-                    <div class="form-group col-md-2">
-                        <label for="designation_${increment}">Designation <span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="designation_${increment}">Designation <span class="text-danger claim-required-star">*</span></label>
                         <input type="text" class="form-control claim-input" id="designation_${increment}" name="designation[]">
                     </div>
                     
-                    <div class="form-group col-md-2">
-                        <label for="sum_insured_${increment}">Sum Insured <span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="sum_insured_${increment}">Sum Insured <span class="text-danger claim-required-star">*</span></label>
                         <input type="text" class="form-control claim-input" id="sum_insured_${increment}" name="sum_insured[]">
                     </div>
 
-                    <div class="form-group col-md-2">
-                        <label for="first_death_date_${increment}">Date of Death<span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="first_death_date_${increment}">Date of Death<span class="text-danger claim-required-star">*</span></label>
                         <div class="input-icon">
                             <input type="text" class="form-control death_date flatpickr-date claim-input" id="first_death_date_${increment}" name="first_death_date[]" autocomplete="off">
                             <i class="mdi mdi-calendar-blank-outline additional-icon"></i>
                         </div>
                     </div>
 
-                    <div class="form-group col-md-2">
-                        <label for="first_cause_of_death_${increment}">Nature/Cause Of Death <span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="first_cause_of_death_${increment}">Nature/Cause Of Death <span class="text-danger claim-required-star">*</span></label>
                         <select class="form-control claim-input" id="first_cause_of_death_${increment}" name="first_cause_of_death[]">
                             <option value="">Select Cause of Death</option>
                             <?php foreach ($causeOfDeath as $cause => $death_value) {
@@ -2280,8 +2367,8 @@
                         </select>
                     </div>
 
-                    <div class="form-group col-md-2">
-                        <label for="first_claim_amount_${increment}">Claim/Settled Amount<span class="text-danger">*</span></label>
+                    <div class="form-group col-md-2 claim-field-group">
+                        <label for="first_claim_amount_${increment}">Claim/Settled Amount<span class="text-danger claim-required-star">*</span></label>
                         <input type="text" class="form-control claim-input" id="first_claim_amount_${increment}" name="first_claim_amount[]">
                     </div>
 
@@ -2345,6 +2432,8 @@
 
         if (showClaimHistorySwitch) {
             claimHistoryToggle();
+        } else {
+            updateClaimRowVisibility(policy_type_id);
         }
 
         toggleRequiredFields();
@@ -2363,15 +2452,198 @@
         }
     }
 
+    function isClaimRowNilClaims($row) {
+        return $row.find('.nil-claims-checkbox').prop('checked');
+    }
+
+    function setClaimSelectValue($select, value) {
+        if (!$select.length) {
+            return;
+        }
+
+        if ($select.find('option[value="' + value + '"]').length === 0) {
+            $select.append($('<option>', { value: value, text: value }));
+        }
+
+        $select.val(value);
+
+        if ($select.hasClass('select2-hidden-accessible')) {
+            $select.trigger('change');
+        }
+    }
+
+    function resetClaimYearField($yearField) {
+        if (!$yearField.length) {
+            return;
+        }
+
+        $yearField.find('option[value="Nil"]').remove();
+
+        if ($yearField.val() === 'Nil') {
+            $yearField.val('').trigger('change');
+        }
+    }
+
+    function nilClaimsToggle(checkbox) {
+        const $row = $(checkbox).closest('.claim-row');
+        const isNil = $(checkbox).prop('checked');
+        const $yearField = $row.find('[name="first_year[]"]');
+
+        resetClaimYearField($yearField);
+
+        $row.find('.nil-claims-value').val(isNil ? '1' : '0');
+        $row.toggleClass('claim-row-nil', isNil);
+        $row.find('.claim-field-group .claim-required-star').toggle(!isNil);
+
+        $row.find('.claim-input').not('[name="first_year[]"]').each(function() {
+            const $field = $(this);
+
+            if (isNil) {
+                if ($field.is('select')) {
+                    setClaimSelectValue($field, 'Nil');
+                } else {
+                    $field.val('Nil');
+                }
+
+                $field.prop('disabled', true).removeAttr('required');
+
+                if ($field.hasClass('select2-hidden-accessible')) {
+                    $field.next('.select2-container').addClass('select2-container--disabled');
+                }
+
+                if ($field.parsley) {
+                    $field.parsley().reset();
+                }
+            } else {
+                $field.prop('disabled', false);
+
+                if ($field.hasClass('select2-hidden-accessible')) {
+                    $field.next('.select2-container').removeClass('select2-container--disabled');
+                }
+
+                if ($field.is('select')) {
+                    $field.find('option[value="Nil"]').remove();
+                    $field.val('').trigger('change');
+                } else {
+                    $field.val('');
+                }
+            }
+        });
+
+        const claimHistoryOn = !$('#claim_history').length || $('#claim_history').prop('checked');
+
+        if (claimHistoryOn) {
+            $yearField.prop('required', true).prop('disabled', false);
+
+            if ($yearField.hasClass('select2-hidden-accessible')) {
+                $yearField.next('.select2-container').removeClass('select2-container--disabled');
+            }
+
+            if (!isNil) {
+                $row.find('.claim-input').not('[name="first_year[]"]').prop('required', true);
+            }
+        }
+
+        toggleRequiredFields();
+
+        if (typeof window.refreshLeadsFormValidation === 'function') {
+            window.refreshLeadsFormValidation();
+        }
+    }
+
+    function initNilClaimsRows() {
+        $('.claim-row .nil-claims-checkbox:checked').each(function() {
+            nilClaimsToggle(this);
+        });
+    }
+
+    function syncClaimHistoryFieldsToFormData(formData) {
+        const $rows = $('.claim-row');
+
+        if (!$rows.length) {
+            return;
+        }
+
+        const isEbRow = $rows.first().find('[name="emp_id[]"]').length > 0;
+        const fieldNames = isEbRow
+            ? ['first_year[]', 'nil_claims[]', 'emp_id[]', 'emp_name[]', 'gender[]', 'designation[]', 'sum_insured[]', 'first_death_date[]', 'first_cause_of_death[]', 'first_claim_amount[]']
+            : ['first_year[]', 'nil_claims[]', 'first_policy_type_[]', 'first_date_of_loss_[]', 'first_cause_of_loss[]', 'first_claim_amount[]', 'first_settled_amount[]', 'first_claim_status[]'];
+
+        fieldNames.forEach(function(name) {
+            if (typeof formData.delete === 'function') {
+                formData.delete(name);
+            }
+        });
+
+        $rows.each(function() {
+            const $row = $(this);
+            const isNil = $row.find('.nil-claims-checkbox').prop('checked');
+
+            $row.find('.nil-claims-value').val(isNil ? '1' : '0');
+            formData.append('first_year[]', $row.find('[name="first_year[]"]').val() || '');
+            formData.append('nil_claims[]', isNil ? '1' : '0');
+
+            if (isEbRow) {
+                if (isNil) {
+                    formData.append('emp_id[]', 'Nil');
+                    formData.append('emp_name[]', 'Nil');
+                    formData.append('gender[]', 'Nil');
+                    formData.append('designation[]', 'Nil');
+                    formData.append('sum_insured[]', 'Nil');
+                    formData.append('first_death_date[]', 'Nil');
+                    formData.append('first_cause_of_death[]', 'Nil');
+                    formData.append('first_claim_amount[]', 'Nil');
+                } else {
+                    formData.append('emp_id[]', $row.find('[name="emp_id[]"]').val() || '');
+                    formData.append('emp_name[]', $row.find('[name="emp_name[]"]').val() || '');
+                    formData.append('gender[]', $row.find('[name="gender[]"]').val() || '');
+                    formData.append('designation[]', $row.find('[name="designation[]"]').val() || '');
+                    formData.append('sum_insured[]', $row.find('[name="sum_insured[]"]').val() || '');
+                    formData.append('first_death_date[]', $row.find('[name="first_death_date[]"]').val() || '');
+                    formData.append('first_cause_of_death[]', $row.find('[name="first_cause_of_death[]"]').val() || '');
+                    formData.append('first_claim_amount[]', $row.find('[name="first_claim_amount[]"]').val() || '');
+                }
+            } else if (isNil) {
+                formData.append('first_policy_type_[]', 'Nil');
+                formData.append('first_date_of_loss_[]', 'Nil');
+                formData.append('first_cause_of_loss[]', 'Nil');
+                formData.append('first_claim_amount[]', 'Nil');
+                formData.append('first_settled_amount[]', 'Nil');
+                formData.append('first_claim_status[]', 'Nil');
+            } else {
+                formData.append('first_policy_type_[]', $row.find('[name="first_policy_type_[]"]').val() || '');
+                formData.append('first_date_of_loss_[]', $row.find('[name="first_date_of_loss_[]"]').val() || '');
+                formData.append('first_cause_of_loss[]', $row.find('[name="first_cause_of_loss[]"]').val() || '');
+                formData.append('first_claim_amount[]', $row.find('[name="first_claim_amount[]"]').val() || '');
+                formData.append('first_settled_amount[]', $row.find('[name="first_settled_amount[]"]').val() || '');
+                formData.append('first_claim_status[]', $row.find('[name="first_claim_status[]"]').val() || '');
+            }
+        });
+    }
+
     function claimHistoryToggle() {
         let claimHistoryStatus = $("#claim_history").prop("checked") ? 1 : 0;
 
         if (claimHistoryStatus == 1) {
             $(".claim-row").show();
-            $(".claim-input").attr("required", true);
+            $(".claim-row").each(function() {
+                const $row = $(this);
+                $row.find('[name="first_year[]"]').prop("required", true);
+
+                if (!isClaimRowNilClaims($row)) {
+                    $row.find(".claim-input").not('[name="first_year[]"]').prop("required", true);
+                }
+            });
         } else {
             $(".claim-row").hide();
-            $(".claim-input").removeAttr("required").val("");
+            $(".claim-row").each(function() {
+                const $row = $(this);
+                $row.find('.nil-claims-checkbox').prop('checked', false);
+                $row.find('.nil-claims-value').val('0');
+                $row.removeClass('claim-row-nil');
+                $row.find('.claim-required-star').show();
+            });
+            $(".claim-input").removeAttr("required").prop('disabled', false).val("");
             $(".claim-input").each(function() {
                 if ($(this).hasClass('select2-hidden-accessible')) {
                     $(this).val(null).trigger('change');
@@ -2408,7 +2680,7 @@
 
         if (value == 1) {
             $('.btnDiv').show();
-            $('.claim-row').hide();
+            updateClaimRowVisibility(fallbackPolicyTypeId);
 
             $('.emp_title_text').text('No of Employees')
             $('.depnd_title_text').text('No of Dependents')
@@ -2497,7 +2769,7 @@
         } else {
 
             $('.btnDiv').hide();
-            $('.claim-row').show();
+            updateClaimRowVisibility(fallbackPolicyTypeId);
 
             $('.emp_title_text').text('No of Employees at Inception')
             $('.depnd_title_text').text(' No of Dependents at Inception')
@@ -2564,27 +2836,30 @@
         toggleRequiredFields();
         restoreActualLeadGstNumber();
         restoreActualLeadContactDetails();
+
+        if (typeof window.refreshLeadsFormValidation === 'function') {
+            window.refreshLeadsFormValidation();
+        }
     }
 
     function toggleRequiredFields() {
         try {
+            const claimHistoryOn = !$('#claim_history').length || $('#claim_history').prop('checked');
+
             $('.claim-row').each(function() {
                 var isRowHidden = $(this).css('display') === 'none';
+                var isNilClaims = isClaimRowNilClaims($(this));
 
-                $(this).find('.form-group').each(function() {
-                    var input = $(this).find('input, select');
+                $(this).find('.claim-year-group .claim-input').prop('required', claimHistoryOn && !isRowHidden);
 
-                    if (input.attr('name') === "gender[]") {
-                        return;
-                    }
+                $(this).find('.claim-field-group').each(function() {
+                    var input = $(this).find('input.claim-input, select.claim-input');
 
                     if (input.length === 0) {
-                        console.warn('No input/select fields found in:', this);
                         return;
                     }
 
-                    // Remove required if row is hidden, otherwise check field visibility
-                    input.prop('required', !isRowHidden && $(this).css('display') !== 'none');
+                    input.prop('required', claimHistoryOn && !isRowHidden && !isNilClaims && $(this).css('display') !== 'none');
                 });
             });
         } catch (error) {
@@ -2694,7 +2969,7 @@
             actualLeadClientName = actual_lead_client_details.company_name || '';
             $('#client_name').val(actualLeadClientName);
 
-            actualLeadGstNumber = actual_lead_client_details.gst_number || actual_lead_client_details.gst || '';
+            actualLeadGstNumber = (actual_lead_client_details.gst_number || actual_lead_client_details.gst || '').toString().trim().toUpperCase();
             $('#gst').val(actualLeadGstNumber);
             if (actual_lead_client_details.client_type !== undefined && actual_lead_client_details.client_type !== null && actual_lead_client_details.client_type !== '') {
                 $('#client_type').val(String(actual_lead_client_details.client_type));

app/Views/leads_form_handler.php

@@ -846,12 +846,22 @@ if (isset($selected_lead_type)) {
                     claimHistoryToggle();
                 }
 
+                if (typeof initNilClaimsRows === 'function') {
+                    initNilClaimsRows();
+                }
+
+                if (typeof updateClaimRowVisibility === 'function') {
+                    updateClaimRowVisibility(policy_type_id);
+                }
+
                 $('.loader').fadeIn();
                 $('.loader-mask').fadeIn();
 
 
                 if (lead_type == 1 || lead_type == 3) {
-                    if (lead_type == 1 || !shouldShowClaimHistorySwitch(lead_type, policy_type_id)) {
+                    if (typeof updateClaimRowVisibility === 'function') {
+                        updateClaimRowVisibility(policy_type_id);
+                    } else if (!shouldShowClaimHistorySwitch(lead_type, policy_type_id)) {
                         $('.claim-row').hide();
                     }
 
@@ -948,6 +958,14 @@ if (isset($selected_lead_type)) {
                     claimHistoryToggle();
                 }
 
+                if (typeof initNilClaimsRows === 'function') {
+                    initNilClaimsRows();
+                }
+
+                if (typeof updateClaimRowVisibility === 'function') {
+                    updateClaimRowVisibility(policy_type_id);
+                }
+
                 if(lead_type == 3){
                     let incurred_claim_date_id = 'incurred_claim_date';
 
@@ -1121,7 +1139,7 @@ if (isset($selected_lead_type)) {
                 let policy_type_id = data.policy_type_id || null;
                 let lead_type = data.lead_type || null;
 
-                leadTypeBsedHideAndShow(lead_type);
+                $('#lead_type').val(lead_type || '');
 
                 const isExistingClient = data.client_id !== undefined
                     && data.client_id !== null
@@ -1192,7 +1210,6 @@ if (isset($selected_lead_type)) {
                 $('#leads_primarykey').val(data.id || '');
                 $('#actual_lead_id').val(data.actual_lead_id || 0);
                 $('#policy_start_date').val(data.policy_end_date || '');
-                $('#lead_type').val(data.lead_type || '');
                 $('#issuer').val(data.issuer || '');
                 $('#client_type').val(data.client_type || '');
                 $('#client_name').val(data.client_name || '');
@@ -1253,9 +1270,23 @@ if (isset($selected_lead_type)) {
                     selecSalsePerson(data.salse_person_id);
                 }
 
+                leadTypeBsedHideAndShow(lead_type, false, Boolean(data.claims_details_html));
+
                 let referenceDiv = document.getElementById('appendAreaForClaim');
                 referenceDiv.innerHTML = '';
-                referenceDiv.insertAdjacentHTML('beforeend', data.claims_details_html);
+                referenceDiv.insertAdjacentHTML('beforeend', data.claims_details_html || '');
+
+                if (typeof initNilClaimsRows === 'function') {
+                    initNilClaimsRows();
+                }
+
+                if (typeof updateNonEbClaimRowVisibility === 'function') {
+                    updateNonEbClaimRowVisibility(lead_type);
+                } else if (typeof updateClaimRowVisibility === 'function') {
+                    updateClaimRowVisibility(data.policy_type_id);
+                } else if (!data.claims_details_html && typeof setupNonEbClaimDetailsSection === 'function' && shouldShowNonEbClaimHistory(lead_type)) {
+                    setupNonEbClaimDetailsSection(lead_type);
+                }
 
                 console.log("wdesfgefwregfefwregffeegf",data.lead_type);
                 var lead_type_value = data.lead_type;

app/Views/leads_non_eb.php

@@ -647,14 +647,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                 console.log(response.message, 'WARNING');
             }
 
-            if (lead_type != 1 && lead_type != 3) {
-
-                let html = `<hr><div class="form-row"> <div class="form-group col-md-3"><h4> Claim Details </h4></div></div>`
-                let referenceDiv = document.getElementById('appendAreaForClaim');
-                referenceDiv.insertAdjacentHTML('beforeend', html);
-
-                appendThreeYearsClaims();
-            }
+            setupNonEbClaimDetailsSection();
 
             // Hide loader
             $('.loader').fadeOut();
@@ -675,6 +668,11 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
         event.preventDefault();
 
+        $('.claim-row').each(function() {
+            const isNil = $(this).find('.nil-claims-checkbox').prop('checked');
+            $(this).find('.nil-claims-value').val(isNil ? '1' : '0');
+        });
+
         var isValid = $('#leads_non_eb_form_id').parsley().validate();
         console.log('isValid', isValid)
 
@@ -728,6 +726,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         const finyearJsonString = gatherClaimExperienceData();
         console.log('finyearJsonString', finyearJsonString);
         formData.append('fin_years_claims', finyearJsonString);
+        syncClaimHistoryFieldsToFormData(formData);
 
         cliam_history_status = $("#claim_history").prop("checked") ? 1 : 0;
 
@@ -799,7 +798,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
     });
 
     $('#lead_type').change(function() {
-        let value = $(this).val()
+        let value = $(this).val();
         // alert(value);
         if (value == 1 || value == 3) {
             // alert("Function Called");
@@ -840,7 +839,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
         }
 
-        leadTypeBsedHideAndShow(value, true)
+        leadTypeBsedHideAndShow(value, true);
 
         $('#contact_person_summary').empty();
         $('#contact_person_summary').append($('<option>', {
@@ -906,13 +905,72 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
     })
 
-    function leadTypeBsedHideAndShow(value, resetValues = false) {
+    function getClaimHistoryLabel(leadType) {
+        return String(leadType) === '1' ? 'Mortality Claims' : 'Claims History';
+    }
+
+    function getClaimDetailsSectionTitle(leadType) {
+        return String(leadType) === '1' ? 'Mortality Claims' : 'Claim Details';
+    }
+
+    function shouldShowNonEbClaimHistory(leadType) {
+        return ['1', '2', '3'].includes(String(leadType));
+    }
+
+    function updateNonEbClaimRowVisibility(leadTypeOverride) {
+        const leadType = leadTypeOverride ?? $('#lead_type').val();
+
+        if (!shouldShowNonEbClaimHistory(leadType)) {
+            $('.claim-row').hide();
+            return;
+        }
+
+        if ($('#claim_history').length) {
+            if ($('#claim_history').prop('checked')) {
+                $('.claim-row').show();
+            } else {
+                $('.claim-row').hide();
+            }
+        } else {
+            $('.claim-row').show();
+        }
+    }
+
+    function setupNonEbClaimDetailsSection(leadTypeOverride) {
+        const leadType = leadTypeOverride ?? $('#lead_type').val();
+        const referenceDiv = document.getElementById('appendAreaForClaim');
+
+        if (!referenceDiv) {
+            return;
+        }
+
+        referenceDiv.innerHTML = '';
+
+        if (!shouldShowNonEbClaimHistory(leadType)) {
+            return;
+        }
+
+        const sectionTitle = getClaimDetailsSectionTitle(leadType);
+        const html = `<hr><div class="form-row claim-details-section-header"><div class="form-group col-md-3"><h4>${sectionTitle}</h4></div></div>`;
+
+        referenceDiv.insertAdjacentHTML('beforeend', html);
+        appendThreeYearsClaims();
+        updateNonEbClaimRowVisibility(leadType);
+    }
+
+    function leadTypeBsedHideAndShow(value, resetValues = false, skipClaimSetup = false) {
 
         var actual_lead_id = $('#actual_lead_id').val();
 
         if (value == 1 || value == 3) {
             $('.btnDiv').show();
-            $('.claim-row').hide();
+
+            if (!skipClaimSetup && shouldShowNonEbClaimHistory(value)) {
+                setupNonEbClaimDetailsSection(value);
+            } else if (!shouldShowNonEbClaimHistory(value)) {
+                $('#appendAreaForClaim').empty();
+                $('.claim-row').hide();
+            }
 
 
             $('.emp_title_text').text('No of Employees')
@@ -950,7 +1008,10 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         } else {
 
             $('.btnDiv').hide();
-            $('.claim-row').show();
+
+            if (!skipClaimSetup && shouldShowNonEbClaimHistory(value)) {
+                setupNonEbClaimDetailsSection(value);
+            }
 
             $('.emp_title_text').text('No of Employees at Inception')
             $('.depnd_title_text').text(' No of Dependents at Inception')
@@ -1178,11 +1239,158 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
     var increment = 1;
 
+    function isClaimRowNilClaims($row) {
+        return $row.find('.nil-claims-checkbox').prop('checked');
+    }
+
+    function setClaimSelectValue($select, value) {
+        if (!$select.length) {
+            return;
+        }
+
+        if ($select.find('option[value="' + value + '"]').length === 0) {
+            $select.append($('<option>', { value: value, text: value }));
+        }
+
+        $select.val(value);
+
+        if ($select.hasClass('select2-hidden-accessible')) {
+            $select.trigger('change');
+        }
+    }
+
+    function resetClaimYearField($yearField) {
+        if (!$yearField.length) {
+            return;
+        }
+
+        $yearField.find('option[value="Nil"]').remove();
+
+        if ($yearField.val() === 'Nil') {
+            $yearField.val('').trigger('change');
+        }
+    }
+
+    function nilClaimsToggle(checkbox) {
+        const $row = $(checkbox).closest('.claim-row');
+        const isNil = $(checkbox).prop('checked');
+        const $yearField = $row.find('[name="first_year[]"]');
+
+        resetClaimYearField($yearField);
+
+        $row.find('.nil-claims-value').val(isNil ? '1' : '0');
+        $row.toggleClass('claim-row-nil', isNil);
+        $row.find('.claim-field-group .claim-required-star').toggle(!isNil);
+
+        $row.find('.claim-input').not('[name="first_year[]"]').each(function() {
+            const $field = $(this);
+
+            if (isNil) {
+                if ($field.is('select')) {
+                    setClaimSelectValue($field, 'Nil');
+                } else {
+                    $field.val('Nil');
+                }
+
+                $field.prop('disabled', true).removeAttr('required');
+
+                if ($field.hasClass('select2-hidden-accessible')) {
+                    $field.next('.select2-container').addClass('select2-container--disabled');
+                }
+
+                if ($field.parsley) {
+                    $field.parsley().reset();
+                }
+            } else {
+                $field.prop('disabled', false);
+
+                if ($field.hasClass('select2-hidden-accessible')) {
+                    $field.next('.select2-container').removeClass('select2-container--disabled');
+                }
+
+                if ($field.is('select')) {
+                    $field.find('option[value="Nil"]').remove();
+                    $field.val('').trigger('change');
+                } else {
+                    $field.val('');
+                }
+            }
+        });
+
+        const claimHistoryOn = !$('#claim_history').length || $('#claim_history').prop('checked');
+
+        if (claimHistoryOn) {
+            $yearField.prop('required', true).prop('disabled', false);
+
+            if ($yearField.hasClass('select2-hidden-accessible')) {
+                $yearField.next('.select2-container').removeClass('select2-container--disabled');
+            }
+
+            if (!isNil) {
+                $row.find('.claim-input').not('[name="first_year[]"]').prop('required', true);
+            }
+        }
+
+        if (typeof window.refreshLeadsFormValidation === 'function') {
+            window.refreshLeadsFormValidation();
+        }
+    }
+
+    function initNilClaimsRows() {
+        $('.claim-row .nil-claims-checkbox:checked').each(function() {
+            nilClaimsToggle(this);
+        });
+    }
+
+    function syncClaimHistoryFieldsToFormData(formData) {
+        const $rows = $('.claim-row');
+
+        if (!$rows.length) {
+            return;
+        }
+
+        const fieldNames = ['first_year[]', 'nil_claims[]', 'first_policy_type_[]', 'first_date_of_loss_[]', 'first_cause_of_loss[]', 'first_claim_amount[]', 'first_settled_amount[]', 'first_claim_status[]'];
+
+        fieldNames.forEach(function(name) {
+            if (typeof formData.delete === 'function') {
+                formData.delete(name);
+            }
+        });
+
+        $rows.each(function() {
+            const $row = $(this);
+            const isNil = $row.find('.nil-claims-checkbox').prop('checked');
+
+            $row.find('.nil-claims-value').val(isNil ? '1' : '0');
+            formData.append('first_year[]', $row.find('[name="first_year[]"]').val() || '');
+            formData.append('nil_claims[]', isNil ? '1' : '0');
+
+            if (isNil) {
+                formData.append('first_policy_type_[]', 'Nil');
+                formData.append('first_date_of_loss_[]', 'Nil');
+                formData.append('first_cause_of_loss[]', 'Nil');
+                formData.append('first_claim_amount[]', 'Nil');
+                formData.append('first_settled_amount[]', 'Nil');
+                formData.append('first_claim_status[]', 'Nil');
+            } else {
+                formData.append('first_policy_type_[]', $row.find('[name="first_policy_type_[]"]').val() || '');
+                formData.append('first_date_of_loss_[]', $row.find('[name="first_date_of_loss_[]"]').val() || '');
+                formData.append('first_cause_of_loss[]', $row.find('[name="first_cause_of_loss[]"]').val() || '');
+                formData.append('first_claim_amount[]', $row.find('[name="first_claim_amount[]"]').val() || '');
+                formData.append('first_settled_amount[]', $row.find('[name="first_settled_amount[]"]').val() || '');
+                formData.append('first_claim_status[]', $row.find('[name="first_claim_status[]"]').val() || '');
+            }
+        });
+    }
+
     function appendThreeYearsClaims() {
 
+        const leadType = $('#lead_type').val();
+        const claimHistoryLabel = getClaimHistoryLabel(leadType);
+
         let claimsFields = `${!document.querySelector('#claim_history') ?   `<div class="custom-control custom-switch">
             <input type="checkbox" onchange="claimHistoryToggle()" class="custom-control-input" id="claim_history" name="claim_history" checked />
-            <label class="custom-control-label" for="claim_history">Claims History</label>
+            <label class="custom-control-label" for="claim_history">${claimHistoryLabel}</label>
         </div><br>`: ``}`
 
         claimsFields += `
@@ -1190,8 +1398,8 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
             <div id = "claimHistoryRow" class="row claim-row">
 
-                <div class="form-group col-md-2">
-                    <label for="first_year_${increment}">Year<span class="text-danger">*</span></label>
+                <div class="form-group col-md-2 claim-year-group">
+                    <label for="first_year_${increment}">Year<span class="text-danger claim-required-star">*</span></label>
                     <select class="form-control claim-input first_year_" id="first_year_${increment}" name="first_year[]">
                         <option value="">Select Year</option>
                         <?php foreach ($lastFiveYears as $year) {
@@ -1199,28 +1407,38 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                         } ?>
                     </select>
                 </div>
+
                 <div class="form-group col-md-2">
-                    <label for="first_policy_type_${increment}">Policy Type<span class="text-danger">*</span></label>
+                    <label>Nil Claims</label>
+                    <input type="hidden" class="nil-claims-value" name="nil_claims[]" value="0">
+                    <div class="custom-control custom-checkbox" style="padding-top: 8px;">
+                        <input type="checkbox" class="custom-control-input nil-claims-checkbox" id="nil_claims_${increment}" onchange="nilClaimsToggle(this)">
+                        <label class="custom-control-label" for="nil_claims_${increment}">Nil Claims</label>
+                    </div>
+                </div>
+
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_policy_type_${increment}">Policy Type<span class="text-danger claim-required-star">*</span></label>
                     <input type="text" class="form-control claim-input" id="first_policy_type_${increment}" name="first_policy_type_[]">
                 </div>
-                <div class="form-group col-md-2">
-                    <label for="first_date_of_loss_${increment}">Date of Loss<span class="text-danger">*</span></label>
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_date_of_loss_${increment}">Date of Loss<span class="text-danger claim-required-star">*</span></label>
                     <input type="text" class="form-control loss_date claim-input" id="first_date_of_loss_${increment}" name="first_date_of_loss_[]">
                 </div>
-                <div class="form-group col-md-2">
-                    <label for="first_cause_of_death_${increment}">Cause Of Loss <span class="text-danger">*</span></label>
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_cause_of_loss_${increment}">Cause Of Loss <span class="text-danger claim-required-star">*</span></label>
                     <input type="text" class="form-control claim-input" id="first_cause_of_loss_${increment}" name="first_cause_of_loss[]">
                 </div>
-                <div class="form-group col-md-2">
-                    <label for="first_claim_amount_${increment}">Claim Amount<span class="text-danger">*</span></label>
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_claim_amount_${increment}">Claim Amount<span class="text-danger claim-required-star">*</span></label>
                     <input type="text" class="form-control claim-input" id="first_claim_amount_${increment}" name="first_claim_amount[]">
                 </div>
-                <div class="form-group col-md-2">
-                    <label for="first_claim_amount_${increment}">Settled Amount<span class="text-danger">*</span></label>
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_settled_amount_${increment}">Settled Amount<span class="text-danger claim-required-star">*</span></label>
                     <input type="text" class="form-control claim-input" id="first_settled_amount_${increment}" name="first_settled_amount[]">
                 </div>
-                <div class="form-group col-md-2">
-                    <label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_claim_status_${increment}">Claim Status<span class="text-danger claim-required-star">*</span></label>
                     <input type="text" class="form-control claim-input" id="first_claim_status_${increment}" name="first_claim_status[]">
                 </div>
                 <div class="form-group col-md-2">
@@ -1241,7 +1459,10 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
         let lastRow = $(".claim-row").last();
         if (isChecked) {
             lastRow.show();
-            lastRow.find(".claim-input").attr("required", true);
+            lastRow.find('[name="first_year[]"]').prop("required", true);
+            if (!isClaimRowNilClaims(lastRow)) {
+                lastRow.find(".claim-input").not('[name="first_year[]"]').prop("required", true);
+            }
         } else {
             lastRow.hide();
             lastRow.find(".claim-input").removeAttr("required");
@@ -1274,8 +1495,31 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
         let claimData = [];
 
+        if ($("#claim_history").length > 0 && !$("#claim_history").prop("checked")) {
+            return JSON.stringify({
+                "finyear": claimData
+            });
+        }
+
         $(".claim-row").each(function() {
 
+            let isNilClaims = $(this).find(".nil-claims-checkbox").prop("checked");
+
+            if (isNilClaims) {
+                let year = $(this).find("[name='first_year[]']").val();
+                claimData.push({
+                    "year": year,
+                    "policy_type": "Nil",
+                    "date_of_loss": "Nil",
+                    "claim_amount": "Nil",
+                    "settled_amount": "Nil",
+                    "cause_of_loss": "Nil",
+                    "status": "Nil",
+                    "nil_claims": 1,
+                });
+                return;
+            }
+
             let year = $(this).find("[name='first_year[]']").val();
             let policyType = $(this).find("[name='first_policy_type_[]']").val();
             let dateOfLoss = $(this).find("[name='first_date_of_loss_[]']").val();
@@ -1292,6 +1536,7 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
                 "settled_amount": settledAmount,
                 "cause_of_loss": causeOfLoss,
                 "status": claimStatus,
+                "nil_claims": 0,
             });
         });
 
@@ -1309,26 +1554,41 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
 
     function claimHistoryToggle() {
         cliam_history_status = $("#claim_history").prop("checked") ? 1 : 0;
-        // alert(cliam_history_status);
+
         if (cliam_history_status == 1) {
             if ($(".claim-row").length > 0) {
-            // Rows already exist, just show them
-            $(".claim-row").show();
+                $(".claim-row").show();
             } else {
-                // No rows yet, so create them
                 appendThreeYearsClaims();
             }
-            $(".claim-input").attr("required", true);
-        } else {
 
+            $(".claim-row").each(function() {
+                const $row = $(this);
+                $row.find('[name="first_year[]"]').prop("required", true);
+
+                if (!isClaimRowNilClaims($row)) {
+                    $row.find(".claim-input").not('[name="first_year[]"]').prop("required", true);
+                }
+            });
+        } else {
             $(".claim-row").hide();
-            $(".claim-input").removeAttr("required"); // Required Attributes Remove
-            $(".claim-input").val(""); // Value Reset 
+            $(".claim-row").each(function() {
+                const $row = $(this);
+                $row.find('.nil-claims-checkbox').prop('checked', false);
+                $row.find('.nil-claims-value').val('0');
+                $row.removeClass('claim-row-nil');
+                $row.find('.claim-required-star').show();
+            });
+            $(".claim-input").removeAttr("required").prop('disabled', false).val("");
             $(".claim-input").each(function() {
-                 $(this).parsley().reset(); // Validation Reset
+                if ($(this).hasClass('select2-hidden-accessible')) {
+                    $(this).val(null).trigger('change');
+                }
+                if ($(this).parsley) {
+                    $(this).parsley().reset();
+                }
             });
         }
-
     }
 
     $('#exixting_client').change(function () {
@@ -1476,5 +1736,12 @@ var pageBackButton = '<a href="<?= base_url('leads/list') ?>" class="topbar-icon
             $('#lost_reason').val("");
             $('#lost_reason').removeAttr('required');
         }
+
+        const initialLeadType = $('#lead_type').val();
+        const isEditLead = String($('#actual_lead_id').val() || '0') !== '0';
+
+        if (initialLeadType && !isEditLead) {
+            leadTypeBsedHideAndShow(initialLeadType, false);
+        }
     });
 </script>

app/Views/rfq/claims_details_non_eb.php

@@ -1,55 +1,85 @@
-<?php if(isset($lead_edit_data)) { 
-    $claims = !empty($lead_edit_data['fin_years_claims_array']) ? $lead_edit_data['fin_years_claims_array'] : [ ['year' => '', 'claim_amount' => '', 'status' => '', 'claim_type' => '', 'cause_of_death' => '', 'death_date' => ''] ];
+<?php if (isset($lead_edit_data)) {
+    if (! isset($lastFiveYears) || ! is_array($lastFiveYears)) {
+        $year           = (int) date('Y');
+        $month          = (int) date('m');
+        $currentFYStart = ($month >= 4) ? $year : $year - 1;
+        $lastFiveYears  = [];
+
+        for ($i = 0; $i < 6; $i++) {
+            $startYear         = $currentFYStart - $i;
+            $lastFiveYears[] = "{$startYear}-" . ($startYear + 1);
+        }
+    }
+
+    $claims = ! empty($lead_edit_data['fin_years_claims_array'])
+        ? $lead_edit_data['fin_years_claims_array']
+        : [['year' => '', 'claim_amount' => '', 'status' => '', 'policy_type' => '', 'date_of_loss' => '', 'cause_of_loss' => '']];
+    $leadType = (int) ($lead_edit_data['lead_type'] ?? 0);
+    $showClaimsSection = in_array($leadType, [1, 2, 3], true);
+    $claimHistoryLabel = $leadType === 1 ? 'Mortality Claims' : 'Claims History';
     ?>
+    <?php if ($showClaimsSection) { ?>
     <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>
+        <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"><?= $claimHistoryLabel ?></label>
     </div><br>
     <?php
 
     if ($lead_edit_data['claim_history'] == 1) {
-     foreach ($claims as $key => $value) { ?>
+        foreach ($claims as $key => $value) {
+            $isNilClaimRow = ! empty($value['nil_claims']);
+            ?>
 
-        <div class="row claim-row">
-            <div class="form-group col-md-2">
-                <label for="first_year">Year<span class="text-danger">*</span></label>
-                <select class="form-control first_year_" id="first_year" name="first_year[]">
+        <div class="row claim-row<?= $isNilClaimRow ? ' claim-row-nil' : '' ?>">
+            <div class="form-group col-md-2 claim-year-group">
+                <label for="first_year_<?= $key ?>">Year<span class="text-danger claim-required-star">*</span></label>
+                <select class="form-control first_year_ claim-input" id="first_year_<?= $key ?>" name="first_year[]">
                     <option value="">Select Year</option>
                     <?php foreach ($lastFiveYears as $year) {
-                                $selected = ($year == $value['year']) ? 'selected' : '';
-                                echo "<option value='$year' $selected>$year</option>";
-                            } ?>
+                        $selected = ($year == $value['year']) ? 'selected' : '';
+                        echo "<option value='$year' $selected>$year</option>";
+                    } ?>
                 </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']) ?>">
+                <label>Nil Claims</label>
+                <input type="hidden" class="nil-claims-value" name="nil_claims[]" value="<?= $isNilClaimRow ? '1' : '0' ?>">
+                <div class="custom-control custom-checkbox" style="padding-top: 8px;">
+                    <input type="checkbox" class="custom-control-input nil-claims-checkbox" id="nil_claims_<?= $key ?>" onchange="nilClaimsToggle(this)"<?= $isNilClaimRow ? ' checked' : '' ?>>
+                    <label class="custom-control-label" for="nil_claims_<?= $key ?>">Nil Claims</label>
+                </div>
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_date_of_loss_${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 class="form-group col-md-2 claim-field-group">
+                <label for="first_policy_type_<?= $key ?>">Policy Type<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                <input type="text" class="form-control claim-input" id="first_policy_type_<?= $key ?>" name="first_policy_type_[]"
+                    value="<?= htmlspecialchars($value['policy_type'] ?? '') ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_cause_of_death_${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 class="form-group col-md-2 claim-field-group">
+                <label for="first_date_of_loss_<?= $key ?>">Date of Loss<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                <input type="text" class="form-control loss_date claim-input" id="first_date_of_loss_<?= $key ?>" name="first_date_of_loss_[]"
+                    value="<?= htmlspecialchars($value['date_of_loss'] ?? '') ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_claim_amount_${increment}">Claim Amount<span class="text-danger">*</span></label>
-                <input type="text" class="form-control" id="first_claim_amount_${increment}" name="first_claim_amount[]"
-                    value="<?= htmlspecialchars($value['claim_amount']) ?>">
+            <div class="form-group col-md-2 claim-field-group">
+                <label for="first_cause_of_loss_<?= $key ?>">Cause Of Loss <span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                <input type="text" class="form-control claim-input" id="first_cause_of_loss_<?= $key ?>" name="first_cause_of_loss[]"
+                    value="<?= htmlspecialchars($value['cause_of_loss'] ?? '') ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_claim_amount_${increment}">Settled Amount<span class="text-danger">*</span></label>
-                <input type="text" class="form-control" id="first_settled_amount_${increment}" name="first_settled_amount[]"
-                    value="<?= htmlspecialchars($value['settled_amount']) ?>">
+            <div class="form-group col-md-2 claim-field-group">
+                <label for="first_claim_amount_<?= $key ?>">Claim Amount<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                <input type="text" class="form-control claim-input" id="first_claim_amount_<?= $key ?>" name="first_claim_amount[]"
+                    value="<?= htmlspecialchars($value['claim_amount'] ?? '') ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
             </div>
-            <div class="form-group col-md-2">
-                <label for="first_claim_status_${increment}">Claim Status<span class="text-danger">*</span></label>
-                <input type="text" class="form-control" id="first_claim_status_${increment}" name="first_claim_status[]"
-                    value="<?= htmlspecialchars($value['status']) ?>">
+            <div class="form-group col-md-2 claim-field-group">
+                <label for="first_settled_amount_<?= $key ?>">Settled Amount<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                <input type="text" class="form-control claim-input" id="first_settled_amount_<?= $key ?>" name="first_settled_amount[]"
+                    value="<?= htmlspecialchars($value['settled_amount'] ?? '') ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
+            </div>
+            <div class="form-group col-md-2 claim-field-group">
+                <label for="first_claim_status_<?= $key ?>">Claim Status<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                <input type="text" class="form-control claim-input" id="first_claim_status_<?= $key ?>" name="first_claim_status[]"
+                    value="<?= htmlspecialchars($value['status'] ?? '') ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
             </div>
             <div class="form-group col-md-2">
                 <div class="" style="position: relative; top: 28px; float: right; text-align: end;">
@@ -59,5 +89,24 @@
             </div>
         </div>
 
-<?php } } ?>
-<?php } ?>
+<?php
+        }
+    }
+    ?>
+<script>
+    $(".loss_date").each(function () {
+        flatpickr(this, {
+            dateFormat: "d-m-Y",
+        });
+    });
+
+    if (typeof initNilClaimsRows === 'function') {
+        initNilClaimsRows();
+    }
+
+    if (typeof updateNonEbClaimRowVisibility === 'function') {
+        updateNonEbClaimRowVisibility();
+    }
+</script>
+    <?php } ?>
+<?php } ?>

app/Views/rfq/gpa.php

@@ -42,16 +42,35 @@
 
 <?php if(isset($lead_edit_data)) { ?>
     <?php
+    if (! isset($lastFiveYears) || ! is_array($lastFiveYears)) {
+        $year           = (int) date('Y');
+        $month          = (int) date('m');
+        $currentFYStart = ($month >= 4) ? $year : $year - 1;
+        $lastFiveYears  = [];
+
+        for ($i = 0; $i < 6; $i++) {
+            $startYear         = $currentFYStart - $i;
+            $lastFiveYears[] = "{$startYear}-" . ($startYear + 1);
+        }
+    }
+
+    if (! isset($causeOfDeath) || ! is_array($causeOfDeath)) {
+        $causeOfDeath = [];
+    }
+
     $savedClaims = !empty($lead_edit_data['fin_years_claims_array']) ? $lead_edit_data['fin_years_claims_array'] : [];
     $isClaimHistoryChecked = (isset($lead_edit_data['claim_history']) && (int) $lead_edit_data['claim_history'] === 1) || !empty($savedClaims);
     $showClaimHistorySwitch = isset($lead_edit_data['lead_type'], $lead_edit_data['policy_type_id'])
-        && in_array((int) $lead_edit_data['lead_type'], [2, 3], true)
+        && in_array((int) $lead_edit_data['lead_type'], [1, 2, 3], true)
         && in_array((int) $lead_edit_data['policy_type_id'], [1, 6, 7], true);
+    $claimHistoryLabel = (isset($lead_edit_data['lead_type']) && (int) $lead_edit_data['lead_type'] === 1)
+        ? 'Mortality Claims'
+        : 'Claims History';
     ?>
     <?php if ($showClaimHistorySwitch) { ?>
         <div class="custom-control custom-switch">
             <input type="checkbox" onchange="claimHistoryToggle()" class="custom-control-input" id="claim_history" name="claim_history" <?= $isClaimHistoryChecked ? 'checked' : '' ?>>
-            <label class="custom-control-label" for="claim_history">Claims History</label>
+            <label class="custom-control-label" for="claim_history"><?= $claimHistoryLabel ?></label>
         </div><br>
     <?php } ?>
     <div class="form-row" id="appendAreaForClaim_1">
@@ -59,13 +78,15 @@
 
         $claims = !empty($savedClaims) ? $savedClaims : [ ['year' => '', 'claim_amount' => '', 'status' => '', 'claim_type' => '', 'cause_of_death' => '', 'death_date' => ''] ];
 
-        foreach ($claims as $key => $value) { ?> 
+        foreach ($claims as $key => $value) {
+            $isNilClaimRow = !empty($value['nil_claims']);
+            ?> 
 
-            <div class="row claim-row">
+            <div class="row claim-row<?= $isNilClaimRow ? ' claim-row-nil' : '' ?>">
 
-                <div class="form-group col-md-2">
-                    <label for="first_year">Year<span class="text-danger">*</span></label>
-                    <select class="form-control first_year_ claim-input" id="first_year" name="first_year[]">
+                <div class="form-group col-md-2 claim-year-group">
+                    <label for="first_year_<?= $key ?>">Year<span class="text-danger claim-required-star">*</span></label>
+                    <select class="form-control first_year_ claim-input" id="first_year_<?= $key ?>" name="first_year[]">
                         <option value="">Select Year</option>
                         <?php foreach ($lastFiveYears as $year) {
                             $selected = ($year == $value['year']) ? 'selected' : '';
@@ -75,54 +96,69 @@
                 </div>
 
                 <div class="form-group col-md-2">
-                    <label for="emp_id">Emp ID<span class="text-danger">*</span></label>
-                    <input type="text" class="form-control claim-input" id="emp_id" name="emp_id[]" value="<?= htmlspecialchars(isset($value['emp_id']) ? $value['emp_id'] :  '-' ) ?>">
+                    <label>Nil Claims</label>
+                    <input type="hidden" class="nil-claims-value" name="nil_claims[]" value="<?= $isNilClaimRow ? '1' : '0' ?>">
+                    <div class="custom-control custom-checkbox" style="padding-top: 8px;">
+                        <input type="checkbox" class="custom-control-input nil-claims-checkbox" id="nil_claims_<?= $key ?>" onchange="nilClaimsToggle(this)"<?= $isNilClaimRow ? ' checked' : '' ?>>
+                        <label class="custom-control-label" for="nil_claims_<?= $key ?>">Nil Claims</label>
+                    </div>
+                </div>
+
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="emp_id_<?= $key ?>">Emp ID<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <input type="text" class="form-control claim-input" id="emp_id_<?= $key ?>" name="emp_id[]" value="<?= htmlspecialchars(isset($value['emp_id']) ? $value['emp_id'] :  '-' ) ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                 </div>
                                 
-                <div class="form-group col-md-2">
-                    <label for="emp_name">Employee Name<span class="text-danger">*</span></label>
-                    <input type="text" class="form-control claim-input" id="emp_name" name="emp_name[]" value="<?= htmlspecialchars(isset($value['emp_name']) ? $value['emp_name'] :  '-' ) ?>">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="emp_name_<?= $key ?>">Employee Name<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <input type="text" class="form-control claim-input" id="emp_name_<?= $key ?>" name="emp_name[]" value="<?= htmlspecialchars(isset($value['emp_name']) ? $value['emp_name'] :  '-' ) ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                 </div>
                 
-                <div class="form-group col-md-2">
-                    <label for="gender">Gender<span class="text-danger">*</span></label>
-                    <select class="form-control claim-input" id="gender" name="gender[]">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="gender_<?= $key ?>">Gender<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <select class="form-control claim-input" id="gender_<?= $key ?>" name="gender[]"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                         <option value="">Select Gender</option>
                         <option value="Female" <?= (isset($value['gender']) && $value['gender'] == 'Female') ? 'selected' : '' ?>>Female</option>
-                        <option value="Male" <?= (isset($value['gender']) && $value['gender'] == 'Male') ? 'selected' : '' ?>>Male</option>       
+                        <option value="Male" <?= (isset($value['gender']) && $value['gender'] == 'Male') ? 'selected' : '' ?>>Male</option>
+                        <?php if ($isNilClaimRow) { ?>
+                            <option value="Nil" selected>Nil</option>
+                        <?php } ?>
                     </select>
                 </div>
 
                 
-                <div class="form-group col-md-2">
-                    <label for="designation">Designation <span class="text-danger">*</span></label>
-                    <input type="text" class="form-control claim-input" id="designation" name="designation[]" value="<?= htmlspecialchars(isset($value['designation']) ? $value['designation'] :  '-' ) ?>">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="designation_<?= $key ?>">Designation <span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <input type="text" class="form-control claim-input" id="designation_<?= $key ?>" name="designation[]" value="<?= htmlspecialchars(isset($value['designation']) ? $value['designation'] :  '-' ) ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                 </div>
                 
-                <div class="form-group col-md-2">
-                    <label for="sum_insured">Sum Insured <span class="text-danger">*</span></label>
-                    <input type="text" class="form-control claim-input" id="sum_insured" name="sum_insured[]" value="<?= htmlspecialchars(isset($value['sum_insured']) ? $value['sum_insured'] :  '-' ) ?>">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="sum_insured_<?= $key ?>">Sum Insured <span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <input type="text" class="form-control claim-input" id="sum_insured_<?= $key ?>" name="sum_insured[]" value="<?= htmlspecialchars(isset($value['sum_insured']) ? $value['sum_insured'] :  '-' ) ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                 </div>
 
-                <div class="form-group col-md-2">
-                    <label for="first_death_date">Date of Death<span class="text-danger">*</span></label>
-                    <input type="text" class="form-control flatpickr-date claim-input" id="first_death_date" name="first_death_date[]" value="<?= htmlspecialchars($value['death_date']) ?>" autocomplete="off">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_death_date_<?= $key ?>">Date of Death<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <input type="text" class="form-control flatpickr-date claim-input" id="first_death_date_<?= $key ?>" name="first_death_date[]" value="<?= htmlspecialchars($value['death_date'] ?? '') ?>" autocomplete="off"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                 </div>
 
-                <div class="form-group col-md-2">
-                    <label for="first_cause_of_death">Nature/Cause Of Death <span class="text-danger">*</span></label>
-                    <select class="form-control claim-input" id="first_cause_of_death" name="first_cause_of_death[]">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_cause_of_death_<?= $key ?>">Nature/Cause Of Death <span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <select class="form-control claim-input" id="first_cause_of_death_<?= $key ?>" name="first_cause_of_death[]"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                         <option value="">Select Cause of Death</option>
                         <?php foreach ($causeOfDeath as $cause => $death_value) {
                             $selected = ($cause == $value['cause_of_death']) ? 'selected' : '';
                             echo "<option value='$cause' $selected>$death_value</option>";
                         } ?>
+                        <?php if ($isNilClaimRow) { ?>
+                            <option value="Nil" selected>Nil</option>
+                        <?php } ?>
                     </select>
                 </div>
 
-                <div class="form-group col-md-2">
-                    <label for="first_claim_amount">Claim/Settled Amount<span class="text-danger">*</span></label>
-                    <input type="text" class="form-control claim-input" id="first_claim_amount" name="first_claim_amount[]" value="<?= htmlspecialchars(isset($value['claim_amount']) ? $value['claim_amount'] : ( isset($value['settled']) ? $value['settled'] : '-' )) ?>">
+                <div class="form-group col-md-2 claim-field-group">
+                    <label for="first_claim_amount_<?= $key ?>">Claim/Settled Amount<span class="text-danger claim-required-star"<?= $isNilClaimRow ? ' style="display:none;"' : '' ?>>*</span></label>
+                    <input type="text" class="form-control claim-input" id="first_claim_amount_<?= $key ?>" name="first_claim_amount[]" value="<?= htmlspecialchars(isset($value['claim_amount']) ? $value['claim_amount'] : ( isset($value['settled']) ? $value['settled'] : '-' )) ?>"<?= $isNilClaimRow ? ' disabled' : '' ?>>
                 </div>
 
                 <!-- <div class="form-group col-md-2">
@@ -165,5 +201,9 @@ flatpickr('.flatpickr-date', {
     maxDate: 'today',    // Optional: disable future dates
 });
 
+if (typeof initNilClaimsRows === 'function') {
+    initNilClaimsRows();
+}
+
 </script>
 

app/Views/ticket_edit_onbording.php

@@ -39,12 +39,25 @@
         <div class="card" style="margin-right: 23px;">
             <div class="card-body">
                 
+                <?php
+                $tpaActionButtons = '';
+                if (
+                    !empty($ticket_data['is_tpa_api_service_enabled']) &&
+                    empty($ticket_data['tpa_claim_push_reference_no']) &&
+                    ($ticket_data['claim_created_by'] ?? '') !== 'TPA'
+                ) {
+                    $tpaActionButtons .= ' <a href="#" class="btn btn-success btn-sm mr-2" onclick="manualTpaClaimPush(); return false;">Manual TPA Claim Push</a>';
+                }
+                if (!empty($ticket_data['tpa_claim_push_reference_no'])) {
+                    $tpaActionButtons .= ' <a href="#" class="btn btn-success btn-sm mr-2" onclick="fetchTpaClaimStatus(); return false;">Fetch Claim Status</a>';
+                }
+                ?>
                 <script>
                     var pageHideMainNavTitle = true;
-                    var pageTitle = 'Claims<?php if(isset($ticket_data["tpa_claim_push_reference_no"]) && !empty($ticket_data["tpa_claim_push_reference_no"])) { echo " <a href=\"#\" class=\"btn btn-success mr-2\" onclick=\"fetchTpaClaimStatus()\">Fetch Claim Status</a>"; } ?>';
+                    var pageTitle = 'Claims  <?= $tpaActionButtons ?>';
                     var pageBackButton = '<a href="<?= base_url("ticket/list"); ?>" class="topbar-icon-btn" data-toggle="tooltip" data-placement="top" title="Back" aria-label="Back to list"><i class="ri-arrow-left-s-line"></i></a>';
                 </script>
-                <!-- Header Section -->
+                <!-- Header Section (TPA actions rendered in top navbar via pageTitle) -->
                 <!-- <div class="row mb-3 align-items-center justify-content-between">
                     <div class="col-auto">
                         <h4 class="mb-0">Claims</h4>
@@ -56,7 +69,7 @@
                         <?php if (
                                 $ticket_data['is_tpa_api_service_enabled'] == true &&
                                 empty($ticket_data['tpa_claim_push_reference_no']) &&
-                                empty($ticket_data['claim_number'])
+                                $ticket_data['claim_created_by'] != 'TPA'
                             ) : ?>
                             <a href="#" class="btn btn-success mr-2" onclick="manualTpaClaimPush(); return false;">
                                 Manual TPA Claim Push

app/Views/ticket_form_gmc.php

@@ -577,6 +577,104 @@
 <script>
     let GlobelExtraFields = [];
     var doa;
+    var STATUS_SECTION_CLASSES = ['cda_ir', 'settled', 'approved', 'rejected', 'up_qdr', 'up_cnu', 'canceled', 'returned', 'payment', 'non_id'];
+    var statusSectionInitialValues = {};
+
+    function captureSectionInitialValues(sectionClass) {
+        if (!sectionClass) {
+            return;
+        }
+        var values = {};
+        $('.' + sectionClass).find('input, textarea, select').each(function() {
+            var el = this;
+            var key = el.id || el.name;
+            if (!key) {
+                return;
+            }
+            values[key] = el.type === 'file' ? '' : String($(el).val() || '');
+        });
+        statusSectionInitialValues[sectionClass] = values;
+    }
+
+    function captureAllStatusSectionInitialValues() {
+        STATUS_SECTION_CLASSES.forEach(captureSectionInitialValues);
+    }
+
+    function hasSectionChanged(sectionClass) {
+        if (!sectionClass) {
+            return false;
+        }
+        var initial = statusSectionInitialValues[sectionClass];
+        if (!initial) {
+            return false;
+        }
+        var changed = false;
+        $('.' + sectionClass).find('input, textarea, select').each(function() {
+            var el = this;
+            var key = el.id || el.name;
+            if (!key) {
+                return;
+            }
+            if (el.type === 'file') {
+                if (el.files && el.files.length > 0) {
+                    changed = true;
+                }
+                return;
+            }
+            var current = String($(el).val() || '');
+            var original = String(initial[key] !== undefined ? initial[key] : '');
+            if (current !== original) {
+                changed = true;
+            }
+        });
+        return changed;
+    }
+
+    function updateSectionRequiredLabels(sectionClass, isRequired) {
+        if (!sectionClass) {
+            return;
+        }
+        $('.' + sectionClass).find('input, textarea, select').each(function() {
+            var fieldId = $(this).attr('id');
+            if (!fieldId || fieldId === 'approved_description') {
+                return;
+            }
+            var $label = $("label[for='" + fieldId + "']");
+            if (!$label.length) {
+                return;
+            }
+            if (isRequired && !$label.find('.text-danger').length) {
+                $label.append(' <span class="text-danger">*</span>');
+            } else if (!isRequired) {
+                $label.find('.text-danger').remove();
+            }
+        });
+    }
+
+    function applyConditionalRequiredForSection(sectionClass) {
+        if (!sectionClass) {
+            return;
+        }
+        if (sectionClass === 'approved' || sectionClass === 'settled') {
+            enforceLetterPairRules();
+            updateSectionRequiredLabels(sectionClass, hasSectionChanged(sectionClass));
+            return;
+        }
+        var changed = hasSectionChanged(sectionClass);
+        $('.' + sectionClass).find('input, textarea, select').each(function() {
+            if (this.id === 'approved_description') {
+                return;
+            }
+            $(this).prop('required', changed);
+        });
+        updateSectionRequiredLabels(sectionClass, changed);
+    }
+
+    function refreshAllStatusSectionRequired() {
+        STATUS_SECTION_CLASSES.forEach(applyConditionalRequiredForSection);
+        $('#approved_description').prop('required', false);
+        $("label[for='approved_description'] .text-danger").remove();
+    }
 
     $(document).ready(function() {
 
@@ -645,6 +743,8 @@
         GlobelExtraFields = extraFields;
         console.log("extraFields", extraFields);
         claimStatusFieldChanges(extraFields);
+        captureAllStatusSectionInitialValues();
+        refreshAllStatusSectionRequired();
         handleTPARequired(tpa_id_for_hid_filed);
         // syncApprovedLetterInputs();
         // syncSettleLetterInputs();
@@ -736,24 +836,16 @@
             showClass = '.payment';
         }
 
-        // Show the relevant section and enable required attributes
         if (showClass) {
-            // $(showClass).show().find('input, textarea').attr('required', true);
-            $(showClass).show().find('input, textarea').attr('required', true).each(function() {
-                var $label = $("label[for='" + $(this).attr('id') + "']");
-                if ($label.length && !$label.find('.text-danger').length) {
-                    $label.append(' <span class="text-danger">*</span>');
-                }
-            });
-
+            $(showClass).show();
+            captureSectionInitialValues(showClass.replace('.', ''));
         }
 
         $field = $('#approved_description')
         $field.prop('required', false);
         var $parentDiv = $field.closest("div");
         $parentDiv.find("label[for='approved_description'] .text-danger").remove();
-        syncApprovedLetterInputs();
-        syncSettleLetterInputs();
+        refreshAllStatusSectionRequired();
     }
 
     $('#claim_status_id').on('change', function() {
@@ -837,13 +929,13 @@
         const hasUrl = $.trim($urlInput.val()) !== '';
         const hasFile = $fileInput[0].files && $fileInput[0].files.length > 0;
         const isApprovedSectionVisible = $urlInput.closest('.approved').is(':visible');
+        const approvedSectionChanged = hasSectionChanged('approved');
 
         $fileInput.prop('disabled', hasUrl);
         $urlInput.prop('disabled', hasFile);
 
-        // Keep the file optional; URL remains conditionally required for approved state unless file is present.
         $fileInput.prop('required', false);
-        $urlInput.prop('required', isApprovedSectionVisible && !hasFile);
+        $urlInput.prop('required', isApprovedSectionVisible && approvedSectionChanged && !hasFile);
     }
 
     function syncSettleLetterInputs() {
@@ -857,12 +949,13 @@
         const hasUrl = $.trim($urlInput.val()) !== '';
         const hasFile = $fileInput[0].files && $fileInput[0].files.length > 0;
         const isSettledSectionVisible = $urlInput.closest('.settled').is(':visible');
+        const settledSectionChanged = hasSectionChanged('settled');
 
         $fileInput.prop('disabled', hasUrl);
         $urlInput.prop('disabled', hasFile);
 
         $fileInput.prop('required', false);
-        $urlInput.prop('required', isSettledSectionVisible && !hasFile);
+        $urlInput.prop('required', isSettledSectionVisible && settledSectionChanged && !hasFile);
     }
 
     function enforceLetterPairRules() {
@@ -956,10 +1049,14 @@
         }
 
         var selectedClaimStatus = $('#claim_status_id').val();
+
+        if (thirdClass === 'approved' || thirdClass === 'settled') {
+            applyConditionalRequiredForSection(thirdClass);
+            return;
+        }
+
+        var sectionChanged = hasSectionChanged(thirdClass);
         var $thirdClass = $(`.${thirdClass}`);
-        var hasValue = $thirdClass.find('input, textarea, select').filter(function() {
-            return $(this).val().trim() !== ''; // Check if at least one field is not empty
-        }).length > 0;
 
         $thirdClass.each(function() {
             var id = $(this).find('[id]').first().attr('id');
@@ -967,27 +1064,19 @@
             var $thisDiv = $(this);
             var $inputs = $thisDiv.find('input, textarea, select');
 
-
-            // ✅ Condition 1: Check if this ID is in extraFieldsArray (required by status)
             var shouldAddRequired = extrafieldsArray[selectedClaimStatus] && extrafieldsArray[selectedClaimStatus].includes(id);
 
-            // ✅ Condition 2: If any field in the class has a value, make all required
-            if (shouldAddRequired || hasValue) {
+            if (shouldAddRequired || sectionChanged) {
                 if ($label.length && !$label.find('.text-danger').length) {
                     $label.append(' <span class="text-danger">*</span>');
                 }
-                console.log("input from if ", $inputs);
-                // $inputs.attr('required', true);
                 $('.' + thirdClass).find('input, textarea,select').attr('required', true);
             } else {
                 $label.find('.text-danger').remove();
-                console.log("input ", $inputs);
-                // $inputs.prop('required', false);
                 $('.' + thirdClass).find('input, textarea,select').attr('required', false);
             }
         });
 
-        // Re-apply URL/file pair rules after bulk required toggles.
         enforceLetterPairRules();
 
     }
@@ -1034,12 +1123,12 @@
         $field.prop('required', false);
         var $parentDiv = $field.closest("div");
         $parentDiv.find("label[for='approved_description'] .text-danger").remove();
-        enforceLetterPairRules();
+        refreshAllStatusSectionRequired();
 
     });
 
     $('#ticket_form_data').on('submit', function() {
-        enforceLetterPairRules();
+        refreshAllStatusSectionRequired();
     });
 
     // function addRequiredFieldSymbol(field_name) {

app/Views/ticket_list.php

@@ -269,12 +269,12 @@ table.dataTable tbody td {
                                     <td style="display: none;"><?php echo $row['insurer_name']; ?></td>
                                     <td style="display: none;"><?php echo $row['tpa_name']; ?></td>
                                     <td style="display: none;"><?php echo $row['policy_no']; ?></td>
-                                    <td style="display: none;"><?php echo isset($priorityType[$row['priority'] ?? 0]) ? $priorityType[$row['priority'] ?? 0] : ''; ?></td>
+                                    <td style="display: none;"><?php echo ($priorityType ?? [])[$row['priority'] ?? 0] ?? ''; ?></td>
                                     <td style="display: none;"><?php echo $row['relationship']; ?></td>
                                     <td style="display: none;"><?php echo $row['emp_mobile']; ?></td>
                                     <td style="display: none;"><?php echo $row['emp_mail']; ?></td>
                                     <td style="display: none;"><?php echo $row['emp_personal_mail']; ?></td>
-                                    <td style="display: none;"><?php echo isset($modeOFIntimate[$row['mode_of_intimation'] ?? '']) ? $modeOFIntimate[$row['mode_of_intimation']] : ''; ?></td>
+                                    <td style="display: none;"><?php echo ($modeOFIntimate ?? [])[$row['mode_of_intimation'] ?? ''] ?? ''; ?></td>
                                     <td style="display: none;">
                                         <?php
                                             $typeId = $row['ticket_type_id'] ?? 0;
@@ -393,7 +393,8 @@ function getClaimSourceBadgeHtml(claimCreatedBy) {
     if (!cls) {
         return '';
     }
-    return '<span class="claim-source-badge ' + cls + '">' + escapeHtml(key) + '</span>';
+    var label = key === 'CRM' ? 'STAFF' : key;
+    return '<span class="claim-source-badge ' + cls + '">' + escapeHtml(label) + '</span>';
 }
 
 function getPolicyTypeIconHtml(tpaClaimType) {

public/assets/js/pages/leads_form_validation.js

@@ -29,7 +29,44 @@
     }
 
     function isSkippableField(el) {
-        return !el || el.disabled || el.type === 'hidden';
+        if (!el || el.disabled || el.type === 'hidden') {
+            return true;
+        }
+        if (el.classList && el.classList.contains('select2-search__field')) {
+            return true;
+        }
+        return false;
+    }
+
+    function isVisibleForValidation(el) {
+        if (isSkippableField(el)) {
+            return false;
+        }
+
+        var jq = getJq();
+        if (!jq) {
+            return true;
+        }
+
+        var $el = jq(el);
+        if (!$el.length || !$el.is(':visible')) {
+            return false;
+        }
+
+        return $el.closest('.form-group, .dynamic-form-row, .claim-row, .col-md-4, .col-md-12').filter(function () {
+            var display = jq(this).css('display');
+            return display === 'none';
+        }).length === 0;
+    }
+
+    function isEmptyValue(val) {
+        if (val == null || val === '') {
+            return true;
+        }
+        if (Array.isArray(val)) {
+            return val.length === 0;
+        }
+        return String(val).trim() === '';
     }
 
     function isPanOrGstField(el) {
@@ -95,7 +132,7 @@
                     return true;
                 }
                 if (instance.$element.prop('required') && v.length === 0) {
-                    return true;
+                    return false;
                 }
                 return v.length === 10;
             },
@@ -181,7 +218,7 @@
     }
 
     function validateField(field) {
-        if (!field || isSkippableField(field) || !isParsleyReady()) {
+        if (!field || !isVisibleForValidation(field) || !isParsleyReady()) {
             return;
         }
         var $field = $(field);
@@ -200,6 +237,70 @@
         }
     }
 
+    function prepareHiddenFieldsForSubmit($form) {
+        if (!$form || !$form.length) {
+            return;
+        }
+
+        $form.find('input, textarea, select').each(function () {
+            var el = this;
+            var $el = $(el);
+
+            if (isVisibleForValidation(el)) {
+                return;
+            }
+
+            $el.removeAttr('required').prop('required', false);
+            clearAttrs($el);
+
+            try {
+                if (typeof $el.parsley === 'function') {
+                    var fieldInstance = $el.parsley();
+                    if (fieldInstance && typeof fieldInstance.reset === 'function') {
+                        fieldInstance.reset();
+                    }
+                }
+            } catch (e) {
+                // no-op
+            }
+        });
+    }
+
+    function getInvalidFields($form) {
+        var invalid = [];
+
+        if (!$form || !$form.length || !isParsleyReady()) {
+            return invalid;
+        }
+
+        var instance = $form.parsley();
+        if (!instance) {
+            return invalid;
+        }
+
+        instance.fields.forEach(function (field) {
+            if (field.isValid()) {
+                return;
+            }
+
+            var el = field.$element[0];
+            if (!isVisibleForValidation(el)) {
+                return;
+            }
+
+            var val = field.$element.val();
+            invalid.push({
+                id: field.$element.attr('id') || '',
+                name: field.$element.attr('name') || '',
+                label: (field.$element.closest('.form-group, .mb-3, .col-md-4, .col-lg-4').find('label').first().text() || '').trim(),
+                messages: field.getErrorsMessages ? field.getErrorsMessages() : [],
+                isEmpty: isEmptyValue(val)
+            });
+        });
+
+        return invalid;
+    }
+
     function init() {
         var $form = $(FORM_SELECTOR);
         if (!$form.length || !isParsleyReady()) {
@@ -207,6 +308,7 @@
         }
 
         registerValidators();
+        prepareHiddenFieldsForSubmit($form);
         applyConstraints($form);
         refreshParsley($form);
 
@@ -226,6 +328,22 @@
     window.refreshLeadsFormValidation = function () {
         init();
     };
+
+    window.prepareLeadsFormForSubmit = function () {
+        var $form = $(FORM_SELECTOR);
+        if (!$form.length || !isParsleyReady()) {
+            return;
+        }
+
+        registerValidators();
+        prepareHiddenFieldsForSubmit($form);
+        applyConstraints($form);
+        refreshParsley($form);
+    };
+
+    window.getLeadsFormInvalidFields = function () {
+        return getInvalidFields($(FORM_SELECTOR));
+    };
 })(function () {
     return window.jQuery;
 });