From f72bbfe79974b17bbde25155b89e402cb5df5c28 Mon Sep 17 00:00:00 2001
From: Venkatesh <venkatesh.r@venbainfotech.com>
Date: Tue, 30 Jun 2026 11:17:03 +0530
Subject: [PATCH] 
 FIX_MULTIPLE_POLICY_CREATE_IN_THE_LEAD_NEED_TO_LIST_IN_THE_DROPDOWN

---
 app/Controllers/ClientController.php |  2 +-
 app/Models/LeadsModel.php            | 40 +++++++++++++++++++---------
 2 files changed, 29 insertions(+), 13 deletions(-)

diff --git a/app/Controllers/ClientController.php b/app/Controllers/ClientController.php
index beadfa73..d9f3ea9c 100755
--- a/app/Controllers/ClientController.php
+++ b/app/Controllers/ClientController.php
@@ -1037,7 +1037,7 @@ class ClientController extends AdminController
         $editData['client_branch']    = $this->clientBranchModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
         $editData['client_relation']  = $this->clientRMModel->where(['client_id' => $id, 'is_active' => 1])->findAll();
         $editData['client_branch']['role'] = get_role_id();
-        $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList([2], $id);
+        $editData['lead_data'] = $this->leadsModel->getLeadForInsertClientList(null, $id, 'update');
         $clientPoliceData = $this->clientPolicyModel->getClientPolicyByClientId($id);
 
         foreach ($clientPoliceData as $key => $value) {
diff --git a/app/Models/LeadsModel.php b/app/Models/LeadsModel.php
index ba841687..5ebd7f13 100644
--- a/app/Models/LeadsModel.php
+++ b/app/Models/LeadsModel.php
@@ -187,30 +187,46 @@ class LeadsModel extends Model
         return $data->orderBy('leads.id', 'desc')->findAll();
     }
 
-    public function getLeadForInsertClientList($type = null, $client_id = null)
+    public function getLeadForInsertClientList($type = null, $client_id = null, $from = null)
     {
         $query = $this->db->table('leads')
             ->select('leads.*, user_profiles.first_name as user_name, policy_type.allocg')
             ->join('user_profiles', 'leads.created_by = user_profiles.id')
             ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
             ->where('leads.is_active', 1)
-            ->where('leads.status', 'won')
-            ->groupStart()
+            ->where('leads.status', 'won');
+
+        if ($from === 'update') {
+            $query->where("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)");
+
+            if ($client_id) {
+                $query->join('clients', 'clients.id = ' . (int) $client_id)
+                    ->join('client_branch', 'client_branch.client_id = clients.id AND client_branch.is_active = 1')
+                    ->where('leads.client_name = clients.client_name', null, false)
+                    ->where('leads.client_short_name = clients.short_name', null, false)
+                    ->where('leads.branch_name = client_branch.branch_name', null, false)
+                    ->where('leads.branch_code = client_branch.branch_code', null, false)
+                    ->groupBy('leads.id');
+            }
+        } else {
+            $query->groupStart()
                 ->where("(leads.is_client_created = '' OR leads.is_client_created IS NULL)")
                 ->orWhere("(leads.is_policy_created = '' OR leads.is_policy_created IS NULL)")
-            ->groupEnd()
-            ->groupStart()
-                ->where("policy_type.allocg != 'EB'")
-                ->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
             ->groupEnd();
 
-        if ($type) {
-            $query->whereIn('leads.lead_type', $type);
-        }
-        if ($client_id) {
-            $query->where('leads.client_id', $client_id);
+            if ($type) {
+                $query->whereIn('leads.lead_type', $type);
+            }
+            if ($client_id) {
+                $query->where('leads.client_id', $client_id);
+            }
         }
 
+        $query->groupStart()
+            ->where("policy_type.allocg != 'EB'")
+            ->orWhere("(policy_type.allocg = 'EB' AND leads.proposel_data IS NOT NULL AND leads.proposel_data <> '')")
+        ->groupEnd();
+
         $result = $query->get()->getResultArray();
         return $result;
     }