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

app/Config/Routes.php

@@ -30,6 +30,8 @@ $routes->get("updateRemainderDate", "ClientController::updateRemainderDate");
 $routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
 $routes->get("sendextraparam", "ClientController::sendextraparam");
 $routes->get("updateRenewalData", "ClientController::updateRenewalData");
+$routes->get("updateRenewalDataNotExistingClient", "ClientController::updateRenewalDataNotExistingClient");
+$routes->get("updateRenewalInsurerData", "ClientController::updateRenewalInsurerData");
 // $routes->post("iAgreeForAddOn", "EmployeeRestController::iAgreeForAddOn");
 // $routes->get("sendCroneRemainderMail", "DashboardController::sendCroneRemainderMail");
 // $routes->post("employeeUpload", "EmployeeRestController::employeeUpload");
@@ -49,7 +51,7 @@ $routes->get('/auth/google', 'LoginController::initiateGoogleOAuth');
 $routes->get('/update-emp-policy-status', 'ClientController::updateEmpAndPolicyStatus');
 $routes->get('download-e-card/(:any)', 'EmployeeController::generateIDCardForEmployee/$1');
 $routes->get('download-kyc-docs/(:segment)', 'ClientController::downloadKYCDocument/$1');
-
+$routes->get('claim-form-download/(:any)', 'TicketController::downloadClaimForm/$1');
 
 $routes->group("/user", ["filter" => "authMVC"], function ($routes) {
     $routes->post("create", "UserController::create");
@@ -161,6 +163,7 @@ $routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
     $routes->get("test-rack-rate", "EmployeeController::testRackRate");
     $routes->post("test-rack-rate", "EmployeeController::testRackRate");
     $routes->get('test_members_list', 'EmployeeController::test_members_list');
+    $routes->post('get_emp_history','EmployeeController::getEmpHistory');
 });
 
 $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
@@ -387,21 +390,21 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
 $routes->group("leads", ["filter" => "authMVC"], function ($routes) {
 
-        $routes->get("list", "LeadsController::viewLeadsList");
+        $routes->match(['get', 'post'],"list", "LeadsController::viewLeadsList");
         $routes->post("create", "LeadsController::createLead");
         $routes->get("list/(:any)", "LeadsController::getLeadDataForEdit/$1");
         $routes->get("sendMail", "LeadsController::sendMailWithAttachement");
         $routes->post("sendMail", "LeadsController::sendMailWithAttachement");
         $routes->get("exportQCRandRFQ/(:any)", "LeadsController::exportQCRandRFQ/$1");
         $routes->get("featchLeadDataAndInsertClient/(:any)", "LeadsController::featchLeadDataAndInsertClient/$1");
-        $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");
-        
+        $routes->get("featchClientPolicyFromLead/(:any)", "LeadsController::featchClientPolicyFromLead/$1");        
 });
 
 $routes->group("rfq", ["filter" => "authMVC"], function ($routes) {
     $routes->post("create", "LeadsController::createRFQ");
     $routes->post("createQCR", "LeadsController::createQCR");
     $routes->get("list/(:any)", "LeadsController::viewRFQ/$1");
+    $routes->get("nonEB","LeadsController::rfqNonEB");
 });
 
 
@@ -440,13 +443,19 @@ $routes->post("/employeeRest/getVerifiedHrData", "RestAuthenticationController::
 
 // Test initiate Claim 
 $routes->post('initiateClaim',"EmployeeRestController::initiateClaim");
+$routes->get('departments',"EmployeeRestController::get_ticket_type");
+$routes->get('get_ticket_data',"EmployeeRestController::get_ticket_data");
 
+
+//api
 $routes->group("/api", ["filter" => "authJWT"], function ($routes) {
     $routes->post("logined", "RestAuthenticationController::logined");
     $routes->post("getId", "RestAuthenticationController::getUserIdFromToken");
     $routes->post('initiateClaim',"EmployeeRestController::initiateClaim");
-
+    $routes->get('get_ticket_type',"EmployeeRestController::get_ticket_type");
+    $routes->get('get_ticket_data',"EmployeeRestController::get_ticket_data");
 });
+
 $routes->get("getEmployeePolicy", "EmployeeRestController::getEmployeePolicy");
 $routes->get("getAddOnPolicy", "EmployeeRestController::getAddOnPolicy");
 $routes->group("employeeRest", ["filter" => "authJWT"], function ($routes) {
@@ -522,6 +531,8 @@ $routes->group("/ticket", ["filter" => "authMVC"], function ($routes) {
    $routes->post('note/(:any)','TicketController::crudNote/$1');
    $routes->post('reply','TicketController::saveReply');
    $routes->match( ['get', 'post'], 'ticket_reports','TicketController::ticketReports');
+   $routes->post('getPolicyStartDate','TicketController::getPolicyStartDate');
+   $routes->post("getPoliciesbyEmpID","TicketController::getPoliciesbyEmpID");
 //    $routes->post('ticket_messages','TicketController::getTicketMessage');
 });
 

app/Controllers/BDSReportController.php

@@ -91,7 +91,7 @@ class BDSReportController extends AdminController
                         ins.id,
                         ins.name AS insurers,
                         COALESCE(SUM(CASE WHEN pt.action_type = 'inception' AND pt.insurer_id = ins.id AND ptp.policy_category = $insurerCategory THEN 1 ELSE 0 END), 0) AS Policies,
-                        COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory AND pt_co.insurer_id = ins.id THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS Premium,
+                        COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory AND pt_co.insurer_id = ins.id THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS Premium,
                         COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id AND ptp.policy_category = $insurerCategory AND pt_co.insurer_id = ins.id THEN stmt.reward + stmt.actual_bp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.actual_tp_brokerage_amt ELSE 0 END), 0) AS Revenue,
                         COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory AND pt_co.insurer_id = ins.id THEN pt_co.exp_amt ELSE 0 END), 0) AS Expected_amt
                     FROM
@@ -131,7 +131,7 @@ class BDSReportController extends AdminController
                 SELECT 
                     pot.bap AS bap,
                     COALESCE(COUNT(DISTINCT pt.id), 0) AS Policies,
-                    COALESCE(SUM((pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt)), 0) AS Premium,
+                    COALESCE(SUM((pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt)), 0) AS Premium,
                     COALESCE(SUM(co.reward + co.actual_bp_brokerage_amt + co.actual_tep_brokerage_amt + co.actual_tp_brokerage_amt), 0) AS Revenue,
                     COALESCE(SUM(pt_co.exp_amt), 0) AS Expected_amt
                 FROM policy_type AS pot
@@ -267,26 +267,26 @@ class BDSReportController extends AdminController
 
                 -- Health Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS health_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN pt_co.exp_amt ELSE 0 END), 0) AS health_exp_amt,
 
                 -- Misc Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS misc_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN pt_co.exp_amt ELSE 0 END), 0) AS misc_exp_amt,
 
 
                 -- Motor Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS motor_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN pt_co.exp_amt ELSE 0 END), 0) AS motor_exp_amt,
 
                 -- Engineering Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS engineering_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN pt_co.exp_amt ELSE 0 END), 0) AS engineering_exp_amt,
 
@@ -294,35 +294,35 @@ class BDSReportController extends AdminController
 
                 -- Fire Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS fire_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN pt_co.exp_amt ELSE 0 END), 0) AS fire_exp_amt,
 
 
                 -- Liability Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS liability_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN pt_co.exp_amt ELSE 0 END), 0) AS liability_exp_amt,
 
 
                 -- Life Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS life_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN pt_co.exp_amt ELSE 0 END), 0) AS life_exp_amt,
 
 
                 -- Marine Cargo Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_cargoe_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN pt_co.exp_amt ELSE 0 END), 0) AS marine_cargo_exp_amt,
 
 
                 -- Marine Hull Policies
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
-                COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium,
+                COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_hull_revenue,
                 COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN pt_co.exp_amt ELSE 0 END), 0) AS marine_hull_exp_amt,
 
@@ -341,15 +341,15 @@ class BDSReportController extends AdminController
                 ) AS total_policy_count,
 
                 COALESCE(
-                    SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
-                    SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
-                    SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
-                    SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
-                    SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
-                    SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
-                    SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+
-                    SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+
-                    SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 
+                    SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
+                    SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
+                    SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
+                    SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
+                    SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
+                    SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + 
+                    SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+
+                    SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+
+                    SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 
                     0
                 ) AS total_premium,
 
@@ -429,43 +429,43 @@ class BDSReportController extends AdminController
 
                     -- Health Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium,
 
                     -- Misc Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium,
 
                     -- Motor Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium,
 
                     -- Engineering Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium,
 
                     -- Fire Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium,
 
                     -- Liability Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium,
 
                     -- Life Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium,
 
                     -- Marine Cargo Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium,
 
                     -- Marine Hull Policies
                     COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
-                    COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium,
+                    COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium,
 
                     -- Grand Totals
                     COALESCE(SUM(CASE WHEN pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS total_policy_count,
-                    COALESCE(SUM(pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt), 0) AS total_premium
+                    COALESCE(SUM(pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt), 0) AS total_premium
 
                 FROM clients c
                 LEFT JOIN policy_transaction pt ON pt.client_id = c.id AND pt.is_active = 1  AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
@@ -542,7 +542,7 @@ class BDSReportController extends AdminController
                     
                     COALESCE((
                         select 
-                            sum(pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) as premium
+                            sum(pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) as premium
                         from co_share_stmt_details stmt
                         left join pt_co_share_details pt_co on stmt.co_share_id = pt_co.id
                         left join policy_transaction pt on pt_co.pt_id = pt.id

app/Controllers/Chatbot/BotService.php

@@ -1,110 +0,0 @@
-<?php
-
-namespace App\Controllers\Chatbot;
-
-use BotMan\BotMan\BotMan;
-
-class BotService
-{
-    public static function sendMainOptions(BotMan $bot)
-    {
-        $bot->reply('Welcome! Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Card Download'],
-                    ['Network Hospital'],
-                    ['Reimbursement Claim Process'],
-                    ['Reimbursement Claim Status'],
-                    ['New Policy'],
-                    ['Renew Policy']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-
-    public static function handleCardDownload(BotMan $bot)
-    {
-        $bot->reply('Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Download Card'],
-                    ['Go Back']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-
-    public static function handleNetworkHospital(BotMan $bot)
-    {
-        $bot->reply('Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Find Hospital'],
-                    ['Go Back']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-
-    public static function handleReimbursementClaimProcess(BotMan $bot)
-    {
-        $bot->reply('Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Submit Claim'],
-                    ['Go Back']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-
-    public static function handleReimbursementClaimStatus(BotMan $bot)
-    {
-        $bot->reply('Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Check Status'],
-                    ['Go Back']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-
-    public static function handleNewPolicy(BotMan $bot)
-    {
-        $bot->reply('Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Get Quote'],
-                    ['Go Back']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-
-    public static function handleRenewPolicy(BotMan $bot)
-    {
-        $bot->reply('Please choose an option:', [
-            'reply_markup' => json_encode([
-                'keyboard' => [
-                    ['Renew Now'],
-                    ['Go Back']
-                ],
-                'resize_keyboard' => true,
-                'one_time_keyboard' => true
-            ])
-        ]);
-    }
-}

app/Controllers/Chatbot/ClaimHandler.php

@@ -1,34 +0,0 @@
-<?php
-
-namespace App\Controllers\Chatbot;
-
-use BotMan\BotMan\BotMan;
-use BotMan\BotMan\Messages\Outgoing\Actions\ButtonTemplate;
-use BotMan\BotMan\Messages\Outgoing\Actions\ElementButton;
-
-class ClaimHandler
-{
-    public static function handle(BotMan $bot, $option)
-    {
-        $responses = [
-            'reimbursement_claim_process' => "Reimbursement Claim Process: Here is a dummy response.",
-            'reimbursement_claim_status' => "Reimbursement Claim Status: Here is a dummy response."
-        ];
-
-        if (isset($responses[$option])) {
-            $bot->reply($responses[$option]);
-        } else {
-            $bot->reply("Unknown claim option.");
-        }
-
-        // Send Back Button
-        self::sendBackButton($bot);
-    }
-
-    private static function sendBackButton(BotMan $bot)
-    {
-        $bot->reply(ButtonTemplate::create("Would you like to return?")
-            ->addButton(ElementButton::create("Go Back")->type('postback')->payload("main_menu"))
-        );
-    }
-}

app/Controllers/Chatbot/LoginToContiueConversation.php

@@ -0,0 +1,26 @@
+<?php
+
+namespace App\Controllers\Chatbot;
+
+use App\Helpers\ChatbotHelper;
+use BotMan\BotMan\Messages\Conversations\Conversation;
+use BotMan\BotMan\Messages\Outgoing\Question;
+use BotMan\BotMan\Messages\Outgoing\Actions\Button;
+use BotMan\Drivers\Web\WebDriver;
+
+class LoginToContiueConversation extends Conversation
+{
+
+    public function run()
+    {
+        $this->bot->userStorage()->delete();
+        $this->bot->types(); // Typing indicator for the first message
+        sleep(0.5); // Delay
+        $this->showLoginMessage();
+    }
+
+    protected function showLoginMessage()
+    {
+        $this->say("Kindly Login to use the chatbot");
+    }
+}

app/Controllers/Chatbot/PolicyHandler.php

@@ -1,36 +0,0 @@
-<?php
-
-namespace App\Controllers\Chatbot;
-
-use BotMan\BotMan\BotMan;
-use BotMan\BotMan\Messages\Outgoing\Actions\ButtonTemplate;
-use BotMan\BotMan\Messages\Outgoing\Actions\ElementButton;
-
-class PolicyHandler
-{
-    public static function handle(BotMan $bot, $option)
-    {
-        $responses = [
-            'ecard_download' => "Ecard Download: Here is a dummy response.",
-            'network_hospital' => "Network Hospital: Here is a dummy response.",
-            'new_policy' => "New Policy: Here is a dummy response.",
-            'renew_policy' => "Renew Policy: Here is a dummy response."
-        ];
-
-        if (isset($responses[$option])) {
-            $bot->reply($responses[$option]);
-        } else {
-            $bot->reply("Unknown policy option.");
-        }
-
-        // Send Back Button
-        self::sendBackButton($bot);
-    }
-
-    private static function sendBackButton(BotMan $bot)
-    {
-        $bot->reply(ButtonTemplate::create("Would you like to return?")
-            ->addButton(ElementButton::create("Go Back")->type('postback')->payload("main_menu"))
-        );
-    }
-}

app/Controllers/Chatbot/ReimbursementClaimStatusConversation.php

@@ -27,7 +27,7 @@ class ReimbursementClaimStatusConversation extends Conversation
         
         $this->bot->types();
         if ($data){
-            $this->say("The claim status for the claim Number {$data['claim_number']} is currently in {$data['claim_status']} status. <br> More Detailed Information is sent to your mail");
+            $this->say("The claim status for the claim Number {$data['claim_number']} is currently in <strong>{$data['client_status']}</strong> status. <br> More Detailed Information is sent to your mail");
             $this->bot->startConversation(new doYouWantToContinueConversation());
         }else{
             $this->say("No Claim Raised against the user.");

app/Controllers/Chatbot/TypingMiddleware.php

@@ -1,27 +0,0 @@
-<?php
-
-namespace App\Controllers\Chatbot;
-
-use BotMan\BotMan\BotMan;
-
-class TypingMiddleware
-{
-    /**
-     * Handle the middleware logic.
-     *
-     * @param BotMan $bot
-     * @param callable $next
-     * @return mixed
-     */
-    public function handle($bot, $next)
-    {
-        $this->myLogger = \Config\Services::mylogger();
-        $this->myLogger->logme('error', 'MIDDLEWARE');
-
-        // Simulate typing indicator
-        $bot->types();
-        sleep(0.1); // Cap delay at 5 seconds (convert to microseconds)
-        // Proceed to the next middleware or response
-        return $next($bot);
-    }
-}

app/Controllers/Chatbot/medicalClaimFormConversations.php

@@ -246,7 +246,8 @@ class medicalClaimFormConversations extends Conversation
         $question = Question::create("Confirm all details:")
             ->addButtons([
                 Button::create("✅ Confirm")->value("confirm"),
-                Button::create("❌ Start Over")->value("restart"),
+                Button::create("🔁 Start Over")->value("restart"),
+                Button::create("❌ Cancel")->value('cancel')
             ]);
     
         $this->ask($question, function ($answer) use ($finalSummary) {
@@ -271,6 +272,9 @@ class medicalClaimFormConversations extends Conversation
                     ]);
                     $this->run();
                     break;
+                case "cancel":
+                    $this->bot->startConversation(new MainMenuConversation());
+                    break;
                 default:
                     $this->say("Invalid selection. Please choose an option.");
                     $this->showSummary();

app/Controllers/Chatbot/vehicleFormConversation.php

@@ -180,7 +180,8 @@ class vehicleFormConversation extends Conversation
         $question = Question::create("Confim your Details:")
         ->addButtons([
             Button::create("✅  Confirm")->value("confirm"),
-            Button::create("❌ No")->value("no"),
+            Button::create("🔁 Start Over")->value("restart"),
+            Button::create("❌ Cancel")->value('cancel')
         ]);
         $this->bot->ask($question, function ($answer) use($vehicle_info) {
             $path = $this->bot->userStorage()->get('path');
@@ -201,8 +202,12 @@ class vehicleFormConversation extends Conversation
                             $this->say("There was a problem while requesting for a quotation please try again later.");
                         }
                     break;
-                case "no":
-                    $this->askVehicleName();                    
+                case "restart":
+                    $this->bot->startConversation(new vehicleFormConversation());
+                    break;
+                case "cancel":
+                    $this->say("Redirecting you to main menu...");
+                    $this->bot->startConversation(new MainMenuConversation());
                     break;
                 default:
                     $this->say("Invalid selection. Please choose an option.");

app/Controllers/ChatbotControllerNew.php

@@ -2,6 +2,7 @@
 
 namespace App\Controllers;
 
+use App\Controllers\Chatbot\LoginToContiueConversation;
 use BotMan\BotMan\BotMan;
 use BotMan\BotMan\BotManFactory;
 use BotMan\BotMan\Drivers\DriverManager;
@@ -19,6 +20,7 @@ class ChatbotControllerNew extends BaseController
     protected $myLogger;
     protected $session;
     protected $botman;
+    protected $isMemberLoggedIn;
 
     public function __construct()
     {
@@ -90,6 +92,12 @@ class ChatbotControllerNew extends BaseController
             // $this->myLogger->logme('error', ('TEST' . $id));
             $this->session->set('CHATBOT_RANDOM_USER_ID', $id);
         }
+
+        $this->isMemberLoggedIn = false;
+        $chat_session_info = get_chatbot_session_info();
+        if (!empty($chat_session_info['emp_id']) && !empty($chat_session_info['emp_code'] )){
+            $this->isMemberLoggedIn = true;
+        }
     
         $this->botman->hears('.*', function ($bot) {
 
@@ -98,8 +106,13 @@ class ChatbotControllerNew extends BaseController
         });
         // Start the Main Menu when user says "hi" or "start"
         $this->botman->hears('start|hi|hello', function (BotMan $bot) {
-            $bot->reply('Hi how can i assit?');
-            $bot->startConversation(new MainMenuConversation());
+            if ($this->isMemberLoggedIn){
+                $bot->reply('Hi how can i assist?');
+                $bot->startConversation(new MainMenuConversation());
+            }else {
+                $bot->startConversation(new LoginToContiueConversation());
+            }
+            
         });
 
         

app/Controllers/DashboardController.php

@@ -100,16 +100,52 @@ class DashboardController extends AdminController
 
         $data = [];
 
-        $results = $this->clientModel->select('clients.id as client_id, clients.client_name, clients.short_name,
-                                              client_branch.id as client_branch_id, client_branch.branch_name, 
-                                              client_branch.branch_code, employees.id as employee_id, 
-                                              employees.name as employee_name, employees.relationship,
-                                              employees.emp_code, employees.emp_status, auth_history.user_type, client_policy.policy_type_id, client_policy.id as client_policy_id')
-        ->join('client_branch', 'clients.id = client_branch.client_id', 'left')
-        ->join('client_policy', 'client_branch.id = client_policy.client_branch_id', 'left')
-        ->join('employees', 'client_branch.id = employees.client_branch_id', 'left')
-        ->join('auth_history', 'employees.id = auth_history.user_id AND "employee" = auth_history.user_type', 'left')
-        ->findAll();
+        $db = db_connect();
+        $sql = "SELECT 
+                    clients.id AS client_id, 
+                    clients.client_name, 
+                    clients.short_name,
+                    client_branch.id AS client_branch_id, 
+                    client_branch.branch_name, 
+                    client_branch.branch_code,
+                    
+                    COUNT(employees.id) AS total_employees,  
+                    SUM(CASE WHEN employees.emp_status = 'draft' THEN 1 ELSE 0 END) AS draft_count,  
+                    SUM(CASE WHEN employees.emp_status IN ('enrolled', 'active') THEN 1 ELSE 0 END) AS enrolled_count,  
+
+                    SUM(CASE WHEN auth_history.user_id IS NOT NULL THEN 1 ELSE 0 END) AS logged_in_count,  
+                    SUM(CASE WHEN auth_history.user_id IS NULL THEN 1 ELSE 0 END) AS not_logged_in_count,
+
+                    CASE 
+                        WHEN EXISTS (
+                            SELECT 1 FROM client_policy 
+                            WHERE client_policy.client_branch_id = client_branch.id 
+                            AND client_policy.is_active = 1 
+                            AND client_policy.open_for_enrollment = 1
+                        ) THEN 1 
+                        ELSE 0 
+                    END AS open_or_close_enrollment  
+
+                FROM clients
+                LEFT JOIN client_branch ON clients.id = client_branch.client_id
+                LEFT JOIN employees ON client_branch.id = employees.client_branch_id
+                LEFT JOIN (
+                    SELECT user_id, user_type 
+                    FROM auth_history 
+                    WHERE user_type = 'employee' 
+                    GROUP BY user_id
+                ) AS auth_history ON employees.id = auth_history.user_id
+
+                WHERE employees.relationship = 'Self'
+                AND employees.emp_status IN ('draft', 'enrolled', 'active')
+                AND employees.is_active = 1
+                AND clients.is_active = 1
+                AND client_branch.is_active = 1
+
+                GROUP BY clients.id, client_branch.id";
+
+        $query = $db->query($sql);
+        $results = $query->getResultArray();
 
         $pendingActionsController = new PendingActionsController;
         $pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
@@ -118,94 +154,11 @@ class DashboardController extends AdminController
         $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
         $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
 
-        $groupedData = [];
 
-        foreach ($results as $row) {
-            $clientId = $row['client_id'];
-            $clientName = $row['client_name'];
-            $shortName = $row['short_name'];
-            $branchId = $row['client_branch_id'];
-            $branchName = $row['branch_name'];
-            $branchCode = $row['branch_code'];
-
-            $clientPolicyId = $row['client_policy_id'];
-            $policyTypeId = $row['policy_type_id'];
-            $employeeId = '';
-            if ($employeeId != $row['employee_id']) {
-                $employeeId = $row['employee_id'];
-            } else {
-                $employeeId = null;
-            }
-            $employeeName = $row['employee_name'];
-            $employeeRelationship = $row['relationship'];
-            $employeeEmpCode =  $row['emp_code'];
-            $employeeEmpStatus = $row['emp_status'];
-            $employeeUserType = $row['user_type'];
-
-            // Initialize the client entry if it doesn't exist
-            if (!isset($groupedData[$clientId])) {
-                $groupedData[$clientId] = [
-                    'client_id' => $clientId,
-                    'client_name' => $clientName,
-                    'short_name' => $shortName,
-                    'branches' => []
-                ];
-            }
-
-            // Initialize the branch entry if it doesn't exist
-            if (!isset($groupedData[$clientId]['branches'][$branchId])) {
-                $groupedData[$clientId]['branches'][$branchId] = [
-                    'client_branch_id' => $branchId,
-                    'branch_name' => $branchName,
-                    'branch_code' => $branchCode,
-                    'emp_login' => 0,
-                    'emp_enroll' => 0,
-                    'client_policies' => [],
-                    'employees' => []
-                ];
-            }
-
-            // Add the client policy to the branch's policies list if it exists, not already added, and policyTypeId is not equal to 1
-            if ($clientPolicyId !== null && $policyTypeId != 1 && !in_array(['client_policy_id' => $clientPolicyId, 'policy_type_id' => $policyTypeId], $groupedData[$clientId]['branches'][$branchId]['client_policies'])) {
-                $groupedData[$clientId]['branches'][$branchId]['client_policies'][] = [
-                    'client_policy_id' => $clientPolicyId,
-                    'policy_type_id' => $policyTypeId
-                ];
-            }
-
-            // Append employee error to the branch's employees list if relationship is 'Self' and not already added
-            $employeeKey = $employeeId . '-' . $employeeName; // unique key to identify an employee
-            if ($employeeId !== null && $employeeRelationship == 'Self' && !isset($groupedData[$clientId]['branches'][$branchId]['employees'][$employeeKey])) {
-                $groupedData[$clientId]['branches'][$branchId]['employees'][$employeeKey] = [
-                    'employee_id' => $employeeId,
-                    'employee_name' => $employeeName,
-                    'relationship' => $employeeRelationship,
-                    'emp_code' => $employeeEmpCode,
-                    'emp_status' => $employeeEmpStatus,
-                    'user_type' => $employeeUserType
-                ];
-                if (!empty($employeeUserType)) {
-                    $groupedData[$clientId]['branches'][$branchId]['emp_login']++;
-                }
-
-                // Increment emp_enroll if emp_status is not 'draft'
-                if ($employeeEmpStatus !== 'draft') {
-                    $groupedData[$clientId]['branches'][$branchId]['emp_enroll']++;
-                }
-            }
-        }
-
-        // Re-index the arrays to match the expected structure
-        foreach ($groupedData as &$client) {
-            foreach ($client['branches'] as &$branch) {
-                $branch['employees'] = array_values($branch['employees']);
-            }
-            $client['branches'] = array_values($client['branches']);
-        }
-
-        $data['client_branch_emp_list'] = $groupedData;
+        $data['client_branch_emp_list'] = $results;
         $session = \Config\Services::session();
-        $session->set('enrollment_data', json_encode($data));
+        $session->set('enrollment_data', json_encode($data));  
+        
         // echo "<pre>";
         $data['pendingActionsData'] = $pendingActionsData;
         $data['businessTeamCount'] = count($businessTeamData) ?? 0;

app/Controllers/EmpDataServiceController.php

@@ -975,7 +975,7 @@ class EmpDataServiceController extends BaseController
                 $balance = $this->CDMasterModel
                     ->where('client_id', $export_data['client_id'])
                     ->where('insurer_id', $policy_details['insurer_id'])
-                    ->where('cd_ac_no', $policy_details['cd_ac_no'])
+                    ->where('id', $policy_details['cd_ac_pk'])
                     ->first();
 
                 $cash_balance['balance'] = $balance['opening_bal'];
@@ -1011,14 +1011,33 @@ class EmpDataServiceController extends BaseController
         // dd($inceptionData, $additionData, $dependentAdditionData, $correctionData, $enhancementData,  $deletionData, $mergedData);
 
 
-        $template_json = $this->clientPolicyModel
-            ->select('insurer_excel_export_template.jsoncolumns')
-            ->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
-            ->where('client_policy.id', $export_data['client_policy_id'])
-            ->where('insurer_excel_export_template.event_name', 'all')
-            ->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
-            ->where('insurer_excel_export_template.type_name', $export_data['actions'])
-            ->first();
+        // $template_json = $this->clientPolicyModel
+        //     ->select('insurer_excel_export_template.jsoncolumns')
+        //     ->join('insurer_excel_export_template', 'insurer_excel_export_template.insurer_id = client_policy.insurer_id and insurer_excel_export_template.policy_type_id = client_policy.policy_type_id')
+        //     ->where('client_policy.id', $export_data['client_policy_id'])
+        //     ->where('insurer_excel_export_template.event_name', 'all')
+        //     ->where('insurer_excel_export_template.is_active', 1) //Live issue changes 17-10-2024
+        //     ->where('insurer_excel_export_template.type_name', $export_data['actions'])
+        //     ->first();
+
+        $sql = "
+            SELECT `insurer_excel_export_template`.`jsoncolumns`
+            FROM `client_policy`
+            JOIN `insurer_excel_export_template` 
+            ON `insurer_excel_export_template`.`insurer_id` = `client_policy`.`insurer_id`
+            AND `insurer_excel_export_template`.`policy_type_id` = 
+                CASE 
+                    WHEN `client_policy`.`policy_type_id` IN (2, 3, 4, 5) THEN 2
+                    ELSE `client_policy`.`policy_type_id`
+                END
+            WHERE `client_policy`.`id` = '".$export_data['client_policy_id']."'
+            AND `insurer_excel_export_template`.`event_name` = 'all'
+            AND `insurer_excel_export_template`.`is_active` = 1
+            AND `insurer_excel_export_template`.`type_name` = '".$export_data['actions']."'
+            LIMIT 1";
+        
+        $query = db_connect()->query($sql);
+        $template_json = $query->getRowArray();
 
 
         if(!empty($template_json) && $template_json != null){

app/Controllers/EmployeeController.php

@@ -25,6 +25,8 @@ use App\Models\InsurerExcelExportTemplateModel;
 use App\Models\InsurerModel;
 use App\Models\ClientDepositModel;
 use App\Models\PolicyPremium2Model;
+use App\Models\AuditHistoryModel;
+use App\Models\UserModel;
 
 
 use App\Controllers\Jobs;
@@ -64,6 +66,8 @@ class EmployeeController extends AdminController
     protected $insurerModel;
     protected $cashDepositModel;
     protected $PolicyPremium2Model;
+    protected $auditHistory;
+    protected $userModel;
 
     public function __construct()
     {
@@ -84,6 +88,8 @@ class EmployeeController extends AdminController
         $this->insurerModel = new InsurerModel();
         $this->cashDepositModel = new ClientDepositModel();
         $this->PolicyPremium2Model = new PolicyPremium2Model();
+        $this->auditHistory = new AuditHistoryModel();
+        $this->userModel = new userModel();
     }
 
     public function list()
@@ -372,7 +378,7 @@ class EmployeeController extends AdminController
         ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
         ->join('clients', 'clients.id = client_policy.client_id')
         ->orderBy('batch_files.id', 'desc')
-        ->limit(100)
+        ->limit(1000)
         ->find();
 
 
@@ -1295,7 +1301,7 @@ class EmployeeController extends AdminController
             ->orderBy('id', 'desc')            
             ->first();
 
-        // print_r($file); die;
+        // dd($cd_tranction, db_connect()->getLastQuery());
         if ($file['action'] == 'inception' || $file['action'] == 'dependent_addition' || $file['action'] == 'addition' || $file['action'] == 'enrollment' || $file['action'] == 'missed_inception') {
 
 
@@ -1452,6 +1458,7 @@ class EmployeeController extends AdminController
                 ->get()
                 ->getResult();
 
+            // dd($res);
             // print_r($this->empEndorsementModel->getLastQuery());
             // echo $res[0]->count;die();
 
@@ -1461,14 +1468,15 @@ class EmployeeController extends AdminController
                 $this->myLogger->logme('error', 'Event Type : -- {data} --', ['data' => $file['action']]);
 
                 $transaction_type = 'Credit';
-                $cd_amount = $cd_tranction['amount'];
+                $cd_amount = 0;
 
-                if($file['action'] == 'deletion'){
+                if($file['action'] == 'deletion' && $res[0]->count > 0){
+                    
                     $transaction_type = 'Debit';
                      //get cd amount for the particular file id to reverse entry to the cash deposite for only deletion
                     $cd_amount_total = $this->employeePolicyModel->getDeletionDataForTruncated($file['id']);
                     $totalSum = array_sum(array_column($cd_amount_total, 'total'));
-                    $cd_amount =  $totalSum;  
+                    $cd_amount =  $totalSum ?? 0;  
                     
                     $this->myLogger->logme('error', 'Deletion CD Amount : {data}', ['data' => $cd_amount]);
                 }
@@ -1485,7 +1493,7 @@ class EmployeeController extends AdminController
                 $this->myLogger->logme('error', 'emp_endorsement table updated');
 
                 //STEP 2:
-                if($file['action'] == 'deletion') {
+                if($file['action'] == 'deletion' && $res[0]->count > 0) {
                     //update the employee policy table reverse the data
                     $this->employeePolicyModel->updateEmployeePolicyTruncateReverse($file_id);
                     $this->myLogger->logme('error', 'employee_polices table updated for deletion');
@@ -1501,7 +1509,7 @@ class EmployeeController extends AdminController
                 $this->myLogger->logme('error', 'files table updated');
 
 
-                if($cd_tranction && $file['action'] != 'correction'){
+                if(!empty($cd_amount) && $file['action'] != 'correction'){
                     
                     $cd_data = [
                         'amount' => $cd_amount,
@@ -1605,9 +1613,8 @@ class EmployeeController extends AdminController
                     $db = db_connect();
                     $query = "
                                 UPDATE employee_polices 
-                                JOIN employees ON employees.id = employee_polices.employee_id
                                 SET employee_polices.status = 'truncated', employee_polices.is_active = 0 
-                                WHERE employees.file_id = $file_id
+                                WHERE employee_polices.file_id = $file_id
                             ";
                 
                     $db->query($query);
@@ -2726,4 +2733,46 @@ class EmployeeController extends AdminController
         }
     }
 
+    public function getEmpHistory(){
+
+        $emp_id = $this->request->getPost('emp_id');
+
+        $data['emp_history'] = $this->auditHistory->select('field_name,old_value,new_value,created_by,created_at')->where('pk',$emp_id)->where('table_name','employees')->orderBy('created_at', 'DESC')->findAll();
+
+        foreach ($data['emp_history'] as &$emp_history) { 
+            $emp_history['field_name'] = $this->formatFieldName($emp_history['field_name']);
+            $user = $emp_history['created_by'];
+            if ($user != null && $user != ''){
+                $userData = $this->userModel->select('first_name, last_name')->where('id', $user)->where('is_active', 1)->first();
+                $emp_history['created_by'] = ucwords($userData['first_name'] . ' ' . $userData['last_name']);
+            }else{
+                $emp_history['created_by'] = '-';
+            }
+
+            $emp_history['created_at'] =  date("d-m-Y H:i:s", strtotime($emp_history['created_at']));
+        }
+        unset($emp_history); 
+        
+        $emp_pol_pk = $this->employeePolicyModel->select('id')->where('employee_id',$emp_id)->first()['id'];
+        $data['emp_pol_history'] = $this->auditHistory->select('field_name,old_value,new_value,created_by,created_at')->where('pk',$emp_pol_pk)->where('table_name','employee_polices')->findAll();
+
+        return $this->respond(['status' => true, 'data' => $data],200);
+
+        
+    }   
+
+    public function formatFieldName($unformattedString){
+
+        if (str_contains($unformattedString, '_')) {
+            $data = str_replace('_', ' ', $unformattedString);
+        }else{
+            $data = $unformattedString;
+        }
+        
+        $format = ucwords($data);
+
+        return $format;
+
+    }
+
 }

app/Controllers/EmployeeRestController.php

@@ -2502,7 +2502,7 @@ class EmployeeRestController extends AdminController
     function getEmployeeActiveOrInactivePolicy()
     {
         if($this->request->getGet('type') == 'Active'){ $policy_status = 1; }else{ $policy_status = 0; }
-        $ClientPolicyData =  $this->clientPolicyModel->select('client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url')
+        $ClientPolicyData =  $this->clientPolicyModel->select('client_policy.* , policy_type.policy_type as policy_type,insurers.name as insurer_name,tpa.name as tpa_name,tpa.network_hospitals as network_hospitals_url,  policy_type.long_name as policy_long_name')
                                                     ->join('insurers', 'client_policy.insurer_id = insurers.id', 'left')
                                                     ->join('tpa', 'client_policy.tpa_id = tpa.id', 'left')
                                                     ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
@@ -2534,17 +2534,34 @@ class EmployeeRestController extends AdminController
 
 
 
-                $terms = json_decode($ClientPolicyValue['policy_terms']);
+               
 
                 if($ClientPolicyValue['policy_type_id'] == 1)
                 { 
-                    $data['policy_terms'] =  $this->policyTermsFiter($terms,'gpa'); 
-                    $data['department_id'] = 3;
-                }else{ 
-                    $data['policy_terms'] =  $this->policyTermsFiter($terms,'gmc'); 
-                    $data['department_id'] = 4;
+                    $policyGroup = 'gpa';
+                    $data['ticket_type_id'] = 2;
+                }else if($ClientPolicyValue['policy_type_id'] == 6)
+                { 
+                    $policyGroup = 'gpa';
+                    $data['ticket_type_id'] = 3;
+                }else if($ClientPolicyValue['policy_type_id'] == 7)
+                { 
+                    $policyGroup = 'gpa';
+                    $data['ticket_type_id'] = 4;
+                }else
+                {
+                    $policyGroup = 'gmc';
+                    $data['ticket_type_id'] = 1;
                 }
-            
+
+                $terms = json_decode($ClientPolicyValue['policy_terms'] , true);
+                $data['policy_terms'] = isset($terms['enrollment_display_key']) 
+                && !empty($terms['enrollment_display_key']) 
+                ? $terms['enrollment_display_key'] 
+                : $this->policyTermsFiter($terms, $policyGroup);
+                $terms = json_decode($ClientPolicyValue['policy_terms']);
+                
+
                 $data['client_id'] = $ClientPolicyValue['client_id'];
                 $data['client_policy_id'] = $ClientPolicyValue['id'];
                 $data['policy_name'] = $ClientPolicyValue['policy_type'];
@@ -2555,13 +2572,15 @@ class EmployeeRestController extends AdminController
                 $data['network_hospitals_url'] = $ClientPolicyValue['network_hospitals_url'];
                 $data['policy_start_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_start_date']);
                 $data['policy_end_date'] = $this->convertDateFormatDisplay($ClientPolicyValue['policy_end_date']);
+                $data['heading'] = $ClientPolicyValue['policy_long_name'];
                 // $data['policy_terms'] = $terms;
 
-                if($ClientPolicyValue['policy_type_id'] == 1){ $data['heading'] = 'Group Personal Accident Coverage'; }else
-                if($ClientPolicyValue['policy_type_id'] == 2){ $data['heading'] = 'Group Medical Coverage'; }else
-                if($ClientPolicyValue['policy_type_id'] == 3){ $data['heading'] = 'Group Medical Coverage - Parents'; }else
-                if($ClientPolicyValue['policy_type_id'] == 4){ $data['heading'] = 'Group Medical Coverage - Top Up'; }else
-                if($ClientPolicyValue['policy_type_id'] == 5){ $data['heading'] = 'Group Medical Coverage - Parents (Top Up)'; }
+                // if($ClientPolicyValue['policy_type_id'] == 1){ $data['heading'] = 'Group Personal Accident Coverage'; }else
+                // if($ClientPolicyValue['policy_type_id'] == 2){ $data['heading'] = 'Group Medical Coverage'; }else
+                // if($ClientPolicyValue['policy_type_id'] == 3){ $data['heading'] = 'Group Medical Coverage - Parents'; }else
+                // if($ClientPolicyValue['policy_type_id'] == 4){ $data['heading'] = 'Group Medical Coverage - Top Up'; }else
+                // if($ClientPolicyValue['policy_type_id'] == 5){ $data['heading'] = 'Group Medical Coverage - Parents (Top Up)'; }else
+                // if($ClientPolicyValue['policy_type_id'] == 7){ $data['heading'] = 'Group Term Life Insurance'; }
 
                 if($ClientPolicyValue['policy_type_id'] == 1 || $ClientPolicyValue['policy_type_id'] == 6 || $ClientPolicyValue['policy_type_id'] == 7)
                 { 
@@ -2718,9 +2737,7 @@ class EmployeeRestController extends AdminController
         }
 
 
-       
-    
-    return $finalarray;
+        return $finalarray;
         
     }
 
@@ -3101,90 +3118,195 @@ class EmployeeRestController extends AdminController
         return false;
 
     }
+
     //Get Data from post for inserting ticket and message
     public function initiateClaim()
     {
 
         $received_data = $this->request->getPost();
+        // print_r($received_data); die;
         $employee_id = $received_data['emp_id'];
         $client_policy_id = $received_data['client_policy_id'];
         $insured_emp_id = $received_data['insured_emp_id'];
 
-        $sql = "select cp.policy_type_id as ticket_type_id,
-        cl_rm.user_id as acm_id,
-        cp.insurer_id as insurer_id,
-        cp.tpa_id as tpa_id,
-        emp.client_id ,
-        emp.id as emp_id,
-        emp_pol.uhid as policy_no,
-        emp.emp_code,
-        emp_pol.tpa_id as tpa_no,
-        emp.name as emp_name,
-        emp.email_corporate as emp_mail,
-        emp.mobile as emp_mobile,
-        empl.id as insured_emp_id,
-        empl.name as insured_name,
-        empl.relationship
+        $sql = "
+            select 
+                cp.policy_type_id,
+                cl_rm.user_id as acm_id,
+                cp.insurer_id as insurer_id,
+                cp.tpa_id as tpa_id,
+                emp.client_id ,
+                emp.id as emp_id,
+                emp_pol.uhid as policy_no,
+                emp.emp_code,
+                emp_pol.tpa_id as tpa_no,
+                emp.name as emp_name,
+                emp.email_corporate as emp_mail,
+                emp.mobile as emp_mobile,
+                empl.id as insured_emp_id,
+                empl.name as insured_name,
+                empl.relationship,
+                
+                CASE 
+                    WHEN cp.policy_type_id IN (2, 3, 4, 5) THEN 1
+                    WHEN cp.policy_type_id = 1 THEN 2
+                    WHEN cp.policy_type_id = 6 THEN 3
+                    WHEN cp.policy_type_id = 7 THEN 4
+                    ELSE NULL 
+                END AS ticket_type_id
 
+            from employees emp 
 
-
-        from employees emp 
-
-        left join employees empl on empl.id = $insured_emp_id and empl.is_active = 1 and empl.emp_status = 'active'
-        left join employee_polices emp_pol on empl.id = emp_pol.employee_id and emp_pol.client_policy_id = $client_policy_id and emp_pol.is_active = 1 
-        left join client_policy cp on cp.id = emp_pol.client_policy_id and cp.is_active = 1
-        left join client_rm cl_rm on cl_rm.client_id = empl.client_id and cl_rm.is_active = 1 and cl_rm.level = 3 
+            left join employees empl on empl.id = $insured_emp_id and empl.is_active = 1 and empl.emp_status = 'active'
+            left join employee_polices emp_pol on empl.id = emp_pol.employee_id and emp_pol.client_policy_id = $client_policy_id and emp_pol.is_active = 1 
+            left join client_policy cp on cp.id = emp_pol.client_policy_id and cp.is_active = 1
+            left join client_rm cl_rm on cl_rm.client_id = empl.client_id and cl_rm.is_active = 1 and cl_rm.level = 3 
 
         where emp.id = $employee_id and emp.is_active = 1 and emp.emp_status = 'active'
         limit 1 ";
 
-        $fetchData = $this->employeeModel->query($sql)->getResultArray()[0];
-        $fetchData['claim_status_id'] = $this->claimStatusModel->select('id')->where('ticket_type', $fetchData['ticket_type_id'])->first()['id'];
-        $fetchData['priority'] = 1;
-        $fetchData['mode_of_intimation'] = 1;
-        $fetchData['hospital_name'] = $received_data['hospital_name'];
+        $emp_ticket_data = $this->employeeModel->query($sql)->getResultArray();
+        // print_r(db_connect()->getLastQuery()); die;
 
-        $insert_status = $this->ticketMaster->insert($fetchData);
-        $ticket_id = $this->ticketMaster->insertID();
+        if(!empty($emp_ticket_data)){
 
-        if ($insert_status && !empty($ticket_id)) {
-            $mail_sent_status = ($this->ticketController->sendAutoMailTrigger($ticket_id));
-            if (gettype($mail_sent_status) == 'array') {
-                $message = 'Claim Iniated Successfully';
-                return $this->respond(['status' => true, 'code' => 200, 'message' => $message], 200);
-            } else {
-                $mail_sent_status = json_decode($mail_sent_status);
-            }
-            // dd(gettype($mail_sent_status));
+            $fetchData = $emp_ticket_data[0];
+            $fetchData['claim_status_id'] =  $this->claimStatusModel
+                ->select('id')
+                ->where('ticket_type', $fetchData['ticket_type_id'])
+                ->orderBy('id', 'asc')
+                ->first()['id'];
 
-            if ($mail_sent_status->status == 'success') {
-                $sent_message_data['ticket_id'] = $ticket_id;
-                $sent_message_data['sender'] = 'staff';
-                $sent_message_data['emp_mail'] = $mail_sent_status->data->params->mail;
-                $sent_message_data['mail_subject'] = $mail_sent_status->data->params->subject;
-                $sent_message_data['mail_content'] = $mail_sent_status->data->params->message;
+            $fetchData['priority'] = 1;
+            $fetchData['mode_of_intimation'] = 1;
+            $fetchData = array_merge($fetchData, $received_data);
 
-                $message_insert_status = $this->ticketMessage->insert($sent_message_data);
+            // print_r($fetchData); die;
+            $insert_status = $this->ticketMaster->insert($fetchData);
+            $ticket_id = $this->ticketMaster->insertID();
 
-                if ($message_insert_status) {
-                    $message = 'Claim Initiated Successfully';
+            if ($insert_status && !empty($ticket_id)) {
+
+                $messagesData = [
+                    'ticket_id' => $ticket_id ?? null,
+                    'sender' => 'user',
+                    'claim_status' => $fetchData['claim_status_id'] ?? null,
+                    'emp_mail' => $fetchData['emp_mail'] ?? null,
+                    'mail_subject' => $fetchData['subject'] ?? null,
+                    'mail_content' => $fetchData['message'] ?? null,
+                ];
+
+                if (!empty($messagesData['ticket_id'])) {
+                    $TicketMessageModel = new TicketMessageModel();
+                    $TicketMessageModel->insert($messagesData);
+                }
+
+                $mail_sent_status = ($this->ticketController->sendAutoMailTrigger($ticket_id));
+                if (gettype($mail_sent_status) == 'array') {
+                    $message = 'Claim Iniated Successfully';
                     return $this->respond(['status' => true, 'code' => 200, 'message' => $message], 200);
                 } else {
-                    $message = 'Claim Initiated, Mail Sent Successfully';
-                    $this->myLogger->logme('error', "Claim initiated, Mail sent Successfully, Failed to store message:$ticket_id ");
+                    $mail_sent_status = json_decode($mail_sent_status);
+                }
+                // dd(gettype($mail_sent_status));
+
+                if ($mail_sent_status->status == 'success') {
+                    $sent_message_data['ticket_id'] = $ticket_id;
+                    $sent_message_data['sender'] = 'staff';
+                    $sent_message_data['emp_mail'] = $mail_sent_status->data->params->mail;
+                    $sent_message_data['mail_subject'] = $mail_sent_status->data->params->subject;
+                    $sent_message_data['mail_content'] = $mail_sent_status->data->params->message;
+
+                    $message_insert_status = $this->ticketMessage->insert($sent_message_data);
+
+                    if ($message_insert_status) {
+                        $message = 'Claim Initiated Successfully';
+                        return $this->respond(['status' => true, 'code' => 200, 'message' => $message], 200);
+                    } else {
+                        $message = 'Claim Initiated, Mail Sent Successfully';
+                        $this->myLogger->logme('error', "Claim initiated, Mail sent Successfully, Failed to store message:$ticket_id ");
+                        return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
+                    }
+                } else {
+
+                    $message = 'Claim Initiated, Failed to send Mail ';
+                    $this->myLogger->logme('error', "Claim initiated, Failed to send Mail :$ticket_id ");
                     return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
                 }
             } else {
-
-                $message = 'Claim Initiated, Failed to send Mail ';
-                $this->myLogger->logme('error', "Claim initiated, Failed to send Mail :$ticket_id ");
+                $message = 'Something Went Wrong';
                 return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
             }
-        } else {
-            $message = 'Something Went Wrong';
-            return $this->respond(['status' => false, 'code' => 400, 'message' => $message], 200);
+
+        }else{
+            return $this->response->setJSON(['status' => false, 'code' => 200, 'message' => 'The employee is not active.'])->setStatusCode(404);
         }
     }
-    
+
+    //department
+    public function get_ticket_type()
+    {
+        $ticket_type = $this->ticketController->ticketType;
+        $ticket_type = array_map(fn($value, $key) => (object) ['id' => $key, 'name' => $value], array_values($ticket_type), array_keys($ticket_type));
+        // print_r($ticket_type); die;
+        return $this->response->setJSON(['ticket_type' => $ticket_type])->setStatusCode(200);
+    }
+
+    //ticket data
+    public function get_ticket_data()
+    {
+        $priorityType = $this->ticketController->priorityType;
+        $modeOFIntimate = $this->ticketController->modeOFIntimate;
+        $claimType = $this->ticketController->claimType;
+        $relationshipType = $this->ticketController->relationshipType;
+        $ticketTypeArray = $this->ticketController->ticketType;
+
+
+        $emp_id = $this->request->getGet('emp_id');
+        $ticket_type = $this->request->getGet('ticket_type') ?? null;
+        $ticket_id = $this->request->getGet('ticket_id') ?? null;
+        // dd($emp_id);
+
+        if (empty($emp_id)) {
+            return $this->response->setJSON(['status' => false, 'code' => 200, 'message' => 'emp_id is required.'])->setStatusCode(404);
+        }
+
+        $TicketMasterModel = new TicketMasterModel();
+        $ticket_data = $TicketMasterModel->get_ticket_data($emp_id, $ticket_type, $ticket_id);
+
+        if (!empty($ticket_data)) {
+
+            $client_claim_status = [
+                'Received' => [1, 2, 3, 4, 15, 16, 17, 18, 25, 26, 27, 28, 35, 36, 37, 38],
+                'Rejected' => [8, 49, 55, 60],
+                'Cancelled' => [13, 47, 53, 58],
+                'Returned' => [14, 48, 54, 59],
+                'Closed' => [12, 22, 32, 42],
+                'Approved' => [9, 20, 30, 40],
+                'Settled' => [11, 24, 34],
+                'Under Process' => [5, 6, 7, 10, 19, 23, 45, 50, 29, 33, 51, 39, 43, 56],
+            ];
+
+            foreach ($ticket_data as $key => $value) {
+                foreach ($client_claim_status as $claim_key => $claim_value) {
+                    if (in_array($value['claim_status_id'], $claim_value)) { // Corrected argument order
+                        $ticket_data[$key]['claim_status'] = $claim_key ?? null; // Assign back to the main array
+                    }
+                }
+                $ticket_data[$key]['priority_type'] = $priorityType[$value['priority']] ?? null;
+                $ticket_data[$key]['mode_of_intimate_type'] = $modeOFIntimate[$value['mode_of_intimation']] ?? null;
+                $ticket_data[$key]['relationship_type'] = ucfirst($value['relationship']) ?? null;
+                $claimPrimaryTypey = "1";
+                if (in_array($value['claim_type'], [2, 3, 4])) {
+                    $claimPrimaryTypey = "2";
+                }
+                $ticket_data[$key]['claim_type_value'] = $claimType[$claimPrimaryTypey][$value['claim_type']] ?? null;  
+                $ticket_data[$key]['ticket_policy_type'] = $ticketTypeArray[$value['ticket_type_id']] ?? null;
+
+            }
+        }
+
+        return $this->response->setJSON(['ticket_data' => $ticket_data])->setStatusCode(200);
+    }
 
 }

app/Controllers/EmployeeServiceController.php

@@ -1648,7 +1648,7 @@ class EmployeeServiceController extends AdminController
                                     // echo 'insert emp';
                                 }
                                 else
-                                {
+                                {   
                                     $value['emp_status'] = 'active';
                                     $value['created_by'] = $file['created_by'];
                                     $value['client_branch_id'] = $file['client_branch_id'];
@@ -2057,6 +2057,8 @@ public function getFileMetaDataByFileId($file_id, $status = 'success'){
                             }
                             $value['family_floater_key'] = $relation;
 
+                            // dd($value['family_floater_key']);
+
                             $policy_data['basic_cover_si'] = $row[9];
                             $policy_data['date_coverage'] = $row[13] != "" && $row[13] != null ? change_date_format($row[13],'d-M-Y','Y-m-d') : null;
                             $policy_data['client_policy_id'] = $file['policy_id'];

app/Controllers/LeadsController.php

@@ -12,6 +12,8 @@ use PhpOffice\PhpSpreadsheet\Style\Border;
 use PhpOffice\PhpSpreadsheet\Style\Alignment;
 use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
 use PhpOffice\PhpSpreadsheet\Style\Fill;
+use PhpOffice\PhpSpreadsheet\Worksheet\Drawing;
+use PhpOffice\PhpSpreadsheet\Cell\Coordinate;
 
 use App\Models\UserModel;
 use App\Models\ClientModel;
@@ -31,7 +33,7 @@ use App\Helpers\MailHelper;
 use App\Helpers\ExcelMergeHelper;
 use App\Helpers\ExcelSanitizeHelper;
 use Google\Service\CloudSearch\PushItem;
-use Kint;
+use Kint\Kint;
 
 use App\Controllers\Jobs;
 use App\Controllers\JobWorker;
@@ -64,6 +66,9 @@ class LeadsController extends BaseController
     protected $clientType;
     protected $leadType;
     protected $leadsStatus;
+    protected $claim_type_for_gpa;
+    protected $cause_of_death;
+
 
     public function __construct()
     {
@@ -96,6 +101,19 @@ class LeadsController extends BaseController
             'completed_with_corrections' => 'Completed with Corrections',
             'completed_without_corrections' => 'Completed w/o Corrections',
         ];
+        $this->claim_type_for_gpa = [
+            'accident_death' => 'Accident Death',
+            'permanent_total_disablement' => 'Permanent Total Disablement',
+            'permanent_partial_disablement' => 'Permanent Partial Disablement',
+            'temporary_total_disablement_benefit' => 'Temporary Total Disablement benefit'
+        ];
+
+        $this->cause_of_death = [
+            'natural_death' => 'Natural Death',
+            'suicide'       => 'Suicide',
+            'accident'      => 'Accident'
+        ];
+
     }
 
     public function viewLeadsList()
@@ -107,6 +125,7 @@ class LeadsController extends BaseController
         // $d = $this->calculateMembersDemography(['lead_id' => 24]);
         //$this->mergeQuoteExcelFileWithMembersListExcelFile(24, 1, $propsal_and_insurer = null);
         // dd($d);
+            
         $data['page_name'] = 'Leads';
 
         // Set basic data
@@ -122,7 +141,7 @@ class LeadsController extends BaseController
         // Fetch insurer and TPA branch data
         $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
         $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
-
+        // print_r($data['tpa']);die();
         // Fetch sales team members who are active in team 5
         $data['salse_team'] = $this->userModel
             ->select('user_profiles.*')
@@ -133,12 +152,31 @@ class LeadsController extends BaseController
             ->findAll();
 
         // dd($data);
+        $data['lastFiveYears'] = $this->getLastFiveFinancialYears();
+        $data['gpaClaimType'] = $this->claim_type_for_gpa;
+        $data['causeOfDeath'] = $this->cause_of_death;
+        // dd($lastFiveYears);        
+        if ($this->request->is('get')) {
+            // Fetch leads data
+            $data   ['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
+            // Load layout and pass data
+            $this->loadLayout('lead_filter', $data);
+        }else{
 
-        // Fetch leads data
-        $data   ['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
-        
-        // Load layout and pass data
-        $this->loadLayout('leads_list', $data);
+            $search_data = $this->request->getPost();
+            // print_r($search_data); 
+
+            $where = [];
+            foreach ($search_data as $search_objects => $key) {
+                if ($key != null && $key != '' && $key != 0) {
+                    $where[$search_objects] = $key;
+                }
+            }
+            
+            $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising($where);
+            $html = view('leads_list', $data);
+            return $this->respond(['status' => true, 'html' => $html], 200);
+        }
     }
 
     public function createLead()
@@ -198,6 +236,8 @@ class LeadsController extends BaseController
             // Separate the insurer and insurer branch, handle missing or invalid data
             if (isset($data['insurer'][$index]) && strpos($data['insurer'][$index], '-') !== false) {
                 list($insurer_branch_id, $insurer_id) = explode('-', $data['insurer'][$index]);
+                
+            }else{
                 $insurer_branch_id = 0;
                 $insurer_id = 0;
             }
@@ -253,7 +293,18 @@ class LeadsController extends BaseController
 
             $last_3_years_claims = null;
             if($value != 2){
-                $last_3_years_claims = $data['finyear'];
+                $last_3_years_claims = [];
+                $finyear = json_decode($data['finyear']);
+
+                foreach ($finyear as $year){
+                    $received_policy_type = ($year->finyear[0]->policy_type);
+                    if ($value == $received_policy_type){
+                        array_push($last_3_years_claims,$year);
+                    }else{
+                        continue;
+                    }
+                }
+                $last_3_years_claims = json_encode($last_3_years_claims);
             }
                         
             $processedData[] = [
@@ -321,7 +372,7 @@ class LeadsController extends BaseController
                 'notes'                  => $data['notes'] ?? null,
             ];
         }
-
+        // print_r($processedData);die();
         return $processedData;
     }
 
@@ -418,7 +469,9 @@ class LeadsController extends BaseController
                 ->where('lead_id', $id)
                 // ->where('type', $type)
                 ->where('is_active', 1)
+                ->orderBy('id', 'desc')
                 ->first();
+        // dd($data);
 
         $data['rfq_count'] = $this->RFQModel
                 ->where('lead_id', $id)
@@ -436,8 +489,15 @@ class LeadsController extends BaseController
 
         $data['lead_id'] = $id;
         $lead_data = $this->leadsModel
-                ->select('leads.*, policy_type.question_json, policy_type.policy_type')
+                ->select('
+                    leads.*, 
+                    policy_type.question_json, 
+                    policy_type.policy_type,
+                    policy_type.long_name, 
+                    user_profiles.email as created_person_email
+                ')
                 ->join('policy_type', 'leads.policy_type_id = policy_type.id')
+                ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
                 ->where('leads.id', $id)
                 ->where('leads.is_active', 1)
                 ->first();
@@ -455,7 +515,21 @@ class LeadsController extends BaseController
         $data['userList'] = $this->userModel->getUserListForRFQ();
         $data['lead_data'] = $lead_data;
 
-        $data['mail_content'] = $this->transformMailContent($id);
+        $mail_content = "
+            <p>Dear Sir,</p>
+            <p>Greetings From Nhance India!</p>
+            <p>Please find attached the {{RFQ_OR_QCR}} for <strong>{{POLICY_TYPE}}</strong> policy pertaining to <strong>{{CLIENT_NAME}}</strong>.</p>
+            <p>Kindly request you to share the competitive quotes at the earliest.</p>
+            <p>In case of any query, please feel free to contact us.</p>
+            <p>Thank You!</p>
+        ";
+    
+        
+        $subject = "{{CLIENT_NAME}} _ {{POLICY_TYPE}} _ {{RFQ_OR_QCR}} _ {{POLICY_YEAR}}";
+
+        $data['mail_content'] = $this->transformMailContent($lead_data, $mail_content, $data['page_name']);
+        $data['subject'] = $this->transformMailContent($lead_data, $subject, $data['page_name']);
+
 
         // dd($data);
         $this->loadLayout('view_rfq.php', $data);
@@ -574,13 +648,13 @@ class LeadsController extends BaseController
     public function constructExcelToSaveTemp($lead_id, $type, $propsal_and_insurer = null)
     {
         $rfq_data = $this->RFQModel->getRFQTableDataWithLeadIDAndType($lead_id, $type);
-    
+
         // dd($rfq_data, $lead_id, $type, $propsal_and_insurer);
         // print_r($propsal_and_insurer); die;
 
-        if($rfq_data['lead_type'] == 1){
+        if ($rfq_data['lead_type'] == 1) {
 
-            if($rfq_data['policy_type_id'] == 2){
+            if ($rfq_data['policy_type_id'] == 2) {
                 $lead_data = [
 
                     'Insured' => $rfq_data['client_name'],
@@ -590,23 +664,22 @@ class LeadsController extends BaseController
                     'No of Dependents' => $rfq_data['incept_dept_count'],
                     'Total Lives' => $rfq_data['incept_no_of_lives'],
 
-                    'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+                    'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
                     'Policy Run Days' => $rfq_data['policy_run_days'],
                 ];
-            }else if($rfq_data['policy_type_id'] == 1){
+            } else if ($rfq_data['policy_type_id'] == 1) {
                 $lead_data = [
                     'Insured' => $rfq_data['client_name'],
                     'No of Employees at Inception' => $rfq_data['incept_emp_count'],
                     'Total Sum Insured at Inception ' => $rfq_data['total_si_at_incept'],
-                    'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+                    'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
                     'Policy Status' => $rfq_data['status'],
                     'Existing Insurer' => $rfq_data['insurer_name'],
                     'TPA ' => $rfq_data['tpa_name'],
                 ];
             }
-            
-        }else{
-            if($rfq_data['policy_type_id'] == 2){
+        } else {
+            if ($rfq_data['policy_type_id'] == 2) {
                 $lead_data = [
 
                     'Insured' => $rfq_data['client_name'],
@@ -624,7 +697,7 @@ class LeadsController extends BaseController
                     'No of Dependents at Renewal' => $rfq_data['renewal_dept_count'],
                     'Total Lives at Renewal ' => $rfq_data['renewal_no_of_lives'],
 
-                    'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+                    'Period of Insurance ' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
                     'Policy Run Days' => $rfq_data['policy_run_days'],
                     'Inception Premium' => $rfq_data['premium_at_inception'],
                     'Premium as on (Date - DD MM YYYY should be entered based on the claims dump report)' => $rfq_data['premium_date'],
@@ -634,12 +707,12 @@ class LeadsController extends BaseController
                     'Incurred Claims Ratio' => $rfq_data['incurred_claims_ratio'],
                     'Earned Claims Ratio' => $rfq_data['earned_claims_ratio'],
                 ];
-            }else if($rfq_data['policy_type_id'] == 1){
+            } else if ($rfq_data['policy_type_id'] == 1) {
                 $lead_data = [
                     'Insured' => $rfq_data['client_name'],
                     'No of Employees at Renewal' => $rfq_data['renewal_emp_count'],
                     'Total Sum Insured at Renewal ' => $rfq_data['total_si_at_renewal'],
-                    'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])).' to '. date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
+                    'Policy Period' => date('d/m/Y', strtotime($rfq_data['policy_start_date'])) . ' to ' . date('d/m/Y', strtotime($rfq_data['policy_end_date'])),
                     'Policy Status' => $rfq_data['status'],
                     'Existing Insurer' => $rfq_data['insurer_name'],
                     'TPA ' => $rfq_data['tpa_name'],
@@ -648,14 +721,15 @@ class LeadsController extends BaseController
         }
 
         $data = json_decode($rfq_data['json'], true);
+        // dd($data);
 
-        if($type == 2){
+        if ($type == 2) {
             $data = $this->convertJsonForQCR($data, $type);
-            if($propsal_and_insurer !== null){
+            if ($propsal_and_insurer !== null) {
                 list($proposal_key, $insurer_key) = explode('-', $propsal_and_insurer, 2);
                 $data = $this->transformProposelData($data, $proposal_key, $insurer_key);
             }
-        }else if($type == 1){
+        } else if ($type == 1) {
             $data = $this->convertJsonForQCR($data, $type);
             // dd($data);
         }
@@ -663,17 +737,123 @@ class LeadsController extends BaseController
         $spreadsheet = new Spreadsheet();
         $sheet = $spreadsheet->getActiveSheet();
 
+
         // Start with lead_data at the top
         $rowNumber = 1;
+
+        $mergeRange1 = "A{$rowNumber}:C{$rowNumber}";
+        $sheet->mergeCells($mergeRange1);
+        $sheet->setCellValue("A{$rowNumber}", "Nhance India Insurance Broking Pvt Ltd");
+        $sheet->getStyle("A{$rowNumber}")->applyFromArray([
+            'font' => [
+                'bold' => true,
+                'size' => 20
+            ],
+            'alignment' => [
+                'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
+                'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
+            ],
+        ]);
+
+        // Set column width to fit the image properly
+        $sheet->getColumnDimension('D')->setWidth(20); // Adjust as needed
+        $sheet->getRowDimension($rowNumber)->setRowHeight(40); // Adjust as needed
+
+        $drawing = new Drawing();
+        $path = ROOTPATH . "public/assets/images/Nhance-Logo-Final.png"; // Use FCPATH for server path
+        $drawing->setPath($path);
+        $drawing->setCoordinates("D{$rowNumber}"); // Set position in column B
+        $drawing->setHeight(35); // Adjust image height
+
+        // Center align the image in the cell
+        $drawing->setOffsetX(30); // Adjust horizontal offset
+        $drawing->setOffsetY(5); // Adjust vertical offset
+
+        $drawing->setWorksheet($sheet);
+
+        // Apply center alignment to the cell
+        $sheet->getStyle("D{$rowNumber}")->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
+        $sheet->getStyle("D{$rowNumber}")->getAlignment()->setVertical(\PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER);
+
+
+        $rowNumber = $rowNumber + 1;
+
+        // Initialize max width tracking variables
+        $maxWidthA = 0;
+        $maxWidthB = 0;
+
         foreach ($lead_data as $key => $value) {
+
+            // Merge A:B for key and C:D for value
+            $mergeRangeKey = "A{$rowNumber}:B{$rowNumber}";
+            $mergeRangeValue = "C{$rowNumber}:D{$rowNumber}";
+            $sheet->mergeCells($mergeRangeKey);
+            $sheet->mergeCells($mergeRangeValue);
+
+            // Set values in merged cells
             $sheet->setCellValue("A{$rowNumber}", $key);
-            $sheet->setCellValue("B{$rowNumber}", $value);
-            $sheet->getStyle("A{$rowNumber}")->applyFromArray(['font' => ['bold' => true]]);
+            $sheet->setCellValue("C{$rowNumber}", $value);
+
+            // Apply styles for alignment and bold text in A:B
+            $sheet->getStyle($mergeRangeKey)->applyFromArray([
+                'font' => ['bold' => true],
+                'alignment' => [
+                    'horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER,
+                    'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER,
+                ],
+            ]);
+
+            // Apply bold style to B column if the key is "Insured"
+            if ($key == "Insured") {
+                $sheet->getStyle("C{$rowNumber}")->applyFromArray([
+                    'font' => ['bold' => true],
+                ]);
+            }
+
+            // Track max width needed for columns
+            $maxWidthA = max($maxWidthA, mb_strlen($key));
+            $maxWidthB = max($maxWidthB, mb_strlen($value));
+
             $rowNumber++;
         }
 
-        $leadRange = "A1:B" . (count($lead_data));
-        $sheet->getStyle($leadRange)->applyFromArray([
+        // Set column width based on max content length (adjusted for padding)
+        $sheet->getColumnDimension('A')->setWidth($maxWidthA * 1.2);
+        $sheet->getColumnDimension('B')->setWidth($maxWidthA * 1.2);
+        $sheet->getColumnDimension('C')->setWidth($maxWidthB * 1.2);
+        $sheet->getColumnDimension('D')->setWidth($maxWidthB * 1.2);
+
+        // $rowNumber += 2;
+
+        // Add headers and subheaders
+        $headers = $data['table_data']['headers'];
+
+        $sheet->setCellValue("A{$rowNumber}", "Details of Coverage");
+        $sheet->getStyle("A{$rowNumber}")->applyFromArray([
+            'font' => [
+                'bold' => true,
+            ],
+            'fill' => [
+                'fillType' => Fill::FILL_SOLID,
+                'startColor' => ['rgb' => 'ADD8E6'],
+            ],
+            'borders' => [
+                'allBorders' => [
+                    'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
+                    'color' => ['argb' => 'FF000000'], // Black color
+                ],
+            ],
+        ]);
+        $subheader_count = array_sum(array_map(fn($header) => count($header['subHeaders']), $data['table_data']['headers']));
+        $subheader_count = $subheader_count - 2;
+        $headerCount = count($data['table_data']['headers']);
+        $lastColumn = Coordinate::stringFromColumnIndex($subheader_count);
+        // dd( $headerCount, $lastColumn);
+
+        // Merge cells from A to the last column
+        $mergeRange = "A{$rowNumber}:{$lastColumn}{$rowNumber}";
+
+        $sheet->getStyle($mergeRange)->applyFromArray([
             'borders' => [
                 'allBorders' => [
                     'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
@@ -682,21 +862,25 @@ class LeadsController extends BaseController
             ],
         ]);
 
+        $sheet->mergeCells($mergeRange);
+        $rowNumber = $rowNumber + 1;
 
-        $rowNumber += 2;
-
-        // Add headers and subheaders
-        $headers = $data['table_data']['headers'];
         $subHeaderRow = $rowNumber + 1;
         $columnLetter = 'A';
 
         foreach ($headers as $header) {
+
             if (in_array($header['parentHeader'], ['Item Key', 'Action'])) {
                 continue;
             }
 
             if ($header['parentHeader'] === 'Sno') {
                 $header['parentHeader'] = 'S.No.';
+                $sheet->getColumnDimension('A')->setWidth(10);
+            }
+
+            if ($header['parentHeader'] === 'Particulars') {
+                $sheet->getColumnDimension('B')->setWidth(40);
             }
 
             $startColumn = $columnLetter; // Start of the current header range
@@ -723,6 +907,13 @@ class LeadsController extends BaseController
             // Add subheaders
             foreach ($header['subHeaders'] as $subHeader) {
                 $sheet->setCellValue("{$columnLetter}{$subHeaderRow}", $subHeader);
+
+                if ($columnLetter != "A" && $columnLetter != "B" && $columnLetter != "C" && $columnLetter != "D") {
+                    $sheet->getColumnDimension($columnLetter)->setWidth(35);
+                } else {
+                    $sheet->getColumnDimension('A')->setWidth(10);
+                }
+
                 $sheet->getStyle("{$columnLetter}{$subHeaderRow}")->applyFromArray([
                     'font' => ['bold' => true],
                     'alignment' => [
@@ -746,12 +937,13 @@ class LeadsController extends BaseController
         ]);
 
         // Increase row height for headers and subheaders
-        $sheet->getRowDimension($rowNumber)->setRowHeight(30); // Header row height
-        $sheet->getRowDimension($subHeaderRow)->setRowHeight(25); // Subheader row height
+        $sheet->getRowDimension($rowNumber)->setRowHeight(25); // Header row height
+        $sheet->getRowDimension($subHeaderRow)->setRowHeight(20); // Subheader row height
 
         $rowNumber = $subHeaderRow + 2;
         $column_data = $data['table_data']['data'];
         $serial_no = 1;
+        $maxColumnWidths = [];
 
         // Add table data rows
         foreach ($column_data as $dataRow) {
@@ -789,6 +981,7 @@ class LeadsController extends BaseController
             $rowNumber += 2;
 
             // Add premium data
+            // dd($data);
             $labelArray = ["Premium", "GST (%)", "GST Amount (₹)", "Total"];
             $premiumData = $data['premium_data']['data'];
             $premium = [$labelArray[0]];
@@ -797,7 +990,7 @@ class LeadsController extends BaseController
             $total = [$labelArray[3]];
 
             foreach ($premiumData as $proposal => $insurers) {
-                if($proposal != 'Particulars'){
+                if ($proposal != 'Particulars') {
                     foreach ($insurers as $insurer => $values) {
                         $premium[] = $values[$labelArray[0]];
                         $gst[] = $values[$labelArray[1]];
@@ -819,7 +1012,8 @@ class LeadsController extends BaseController
                 $rowNumber++;
             }
 
-            $premiumRange = "B" . ($rowNumber - 3) . ":" . chr(ord($columnLetter) - 1) . ($rowNumber - 1);
+            $premiumRange = "B" . ($rowNumber - 4) . ":" . chr(ord($columnLetter) - 2) . ($rowNumber - 1);
+            // dd($premiumRange);
             $sheet->getStyle($premiumRange)->applyFromArray([
                 'borders' => [
                     'allBorders' => [
@@ -831,10 +1025,53 @@ class LeadsController extends BaseController
         }
 
         // Auto-size columns
-        foreach ($sheet->getColumnIterator() as $column) {
-            $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
+        // foreach ($sheet->getColumnIterator() as $column) {
+        //     $sheet->getColumnDimension($column->getColumnIndex())->setAutoSize(true);
+        // }
+
+        $dataRange = $sheet->calculateWorksheetDimension();
+
+        $sheet->getStyle($dataRange)->getAlignment()
+            ->setHorizontal(Alignment::HORIZONTAL_CENTER)
+            ->setVertical(Alignment::VERTICAL_CENTER)
+            ->setWrapText(true);
+
+        $sheet->getStyle('A1')->applyFromArray([
+            'alignment' => [
+                'wrapText' => false, // Disables text wrapping for A1
+            ],
+        ]);
+
+        // Apply border to the entire sheet
+        preg_match('/([A-Z]+)(\d+):([A-Z]+)(\d+)/', $dataRange, $matches);
+
+        if ($matches) {
+            $startColumn = $matches[1]; // A
+            $startRow = $matches[2];    // 1
+            $endColumn = $matches[3];   // G
+            $endRow = $matches[4];      // 75
+
+            // Convert column letter to index, reduce by 1, and convert back
+            $endColumnIndex = Coordinate::columnIndexFromString($endColumn) - 1;
+            $newEndColumn = Coordinate::stringFromColumnIndex($endColumnIndex);
+
+            // Generate the new range (e.g., "A1:F75" instead of "A1:G75")
+            $newDataRange = "{$startColumn}{$startRow}:{$newEndColumn}{$endRow}";
+            // $sheet->getStyle($newDataRange)->getBorders()->getAllBorders()->setBorderStyle(Border::BORDER_THIN);
         }
 
+        $lastRow = count($lead_data) + 1;
+        $leadRange = "A1:D{$lastRow}";
+
+        $sheet->getStyle($leadRange)->applyFromArray([
+            'borders' => [
+                'allBorders' => [
+                    'borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN,
+                    'color' => ['argb' => 'FF000000'], // Black color
+                ],
+            ],
+        ]);
+
         // Set filename
         $string = ($type == 2) ? 'QCR' : 'RFQ';
         $filename = "{$string}_{$rfq_data['client_short_name']}_{$rfq_data['policy_type']}_" . date('YmdHis') . '.xlsx';
@@ -1405,10 +1642,11 @@ class LeadsController extends BaseController
         }
 
         // dd($lead_data);
-        $reply_to = $lead_data['created_person_email'];
+        $reply_to = $lead_data['created_person_email'] ?? "";
 
         //get file path to attach
         $file_info = $this->constructExcelToSaveTemp($lead_id, ($file_type == 'rfq' ? 1 : 2), $propsal_and_insurer);
+        log_message('error','File Info'.json_encode($file_info));
         if ($lead_data['file_name'] != null && $lead_data['file_name'] != '') {
             $temp_file_path = $file_info['filePath'];
             $temp_file_name = $file_info['fileName'];
@@ -1422,8 +1660,11 @@ class LeadsController extends BaseController
                 $result = ExcelMergeHelper::mergeExcelFiles($filePaths, $outputPath);
                 // print_rr($result);
             }
+        }else{
+            $result = $file_info['filePath'];
+            // return $this->respond(['status' => 'fail', 'code' => 200, 'messgae' => 'File Not Found'], 200);
         }
-        // print_rr($lead_data);
+        // print_rr($result); die;
         // print_rr($file_info);
         // $file_path = WRITEPATH."uploads/excel/sample/correction.xls";
         // $file_name = $file_type.'.xlsx';
@@ -1478,8 +1719,10 @@ class LeadsController extends BaseController
                 $message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
 
                 // print_rr($message);calculate_days_bw_dates
+                $string = implode(", ", $cc_mails);
+                $bcc_string = implode(", ", $bcc_mails);
 
-                $res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $cc_mails, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_mails]);
+                $res = MailHelper::send_email(['mail' => $recipient['email'], 'cc' => $string, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_string]);
                 // !dd($res);
                 $result_data[] = ['mail' => $recipient['email'], 'status' => $res];
             }
@@ -2036,54 +2279,117 @@ class LeadsController extends BaseController
     //------------------------------------------------------------------------------------------------
 
 
-    public function transformMailContent($lead_id)
+    // public function transformMailContent($lead_id, $page_name)
+    // {   
+    //     helper('excel_util_helper');
+    //     // $params = $this->request->getGet();
+
+    //     // print_r($params); die;
+    //     // $lead_id = $params['lead_id'];
+    //     // $file_type  = $params['file_type']; //rfq or qcr
+    //     // $recipient_type = $params['recipient_type']; //insurer or client or internal or placement 
+    //     // $recipient_mail = $params['recipient_mail']; // - only primary key of contacts
+    //     // $propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
+
+    //     // if ($recipient_type == 'insurer' && empty($recipient_mail)) {
+    //     //     return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
+    //     // }
+
+    //     //gather lead info
+    //     $lead_data = $this->leadsModel
+    //         ->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
+    //         ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
+    //         ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
+    //         ->where('leads.id', $lead_id)
+    //         ->first();
+
+    //     // dd($lead_data);
+
+    //     if($lead_data){
+
+    //         $recipient_data = ['name' => "Team"];
+    //         // $original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
+    //         $original_message = `Dear Sir,
+
+    //                             Greetings From Nhance India!
+
+    //                             Please find attached the RFQ for {{POLICY_TYPE}} policy pertaining to {{RECIPIENT_NAME}}
+    //                             Kindly request you to share the competitive quotes at the earliest
+    //                             In case of any query, Please feel free to contact us.
+    //                             Thank You !`;
+
+    //         $message = $original_message;
+    //         $message = str_replace("{{RECIPIENT_NAME}}", $lead_data['client_name'], $message);
+    //         $message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'] ?? $lead_data['policy_type'], $message);
+    //         $message = str_replace("{{POLICY_TYPE}}", $lead_data['policy_type'], $message);
+    //         $message = str_replace("{{RFQ_OR_QCR}}", $page_name, $message);
+
+    //         $message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'], $message);
+    //         $message = str_replace("{{POLICY_START_DATE}}", change_date_format($lead_data['policy_start_date'], 'Y-m-d', 'd-m-Y'), $message);
+    //         $message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
+
+    //         dd($message);
+    //         // return $this->respond(['status' => true, 'code' => 200, 'data' => $message], 200);
+    //         return $message;
+
+    //     }else{
+
+    //         // return $this->respond(['status' => false, 'code' => 404, 'message' => "This lead has not data"], 200);
+    //         return '';
+    //     }
+
+
+
+    // }
+
+    public function transformMailContent($lead_data, $mail_content, $page_name)
     {   
-        helper('excel_util_helper');
-        // $params = $this->request->getGet();
+        $current_year = date('Y'); 
+        $next_year = $current_year + 1;
+        $policy_year = "$current_year-$next_year";
 
-        // print_r($params); die;
-        // $lead_id = $params['lead_id'];
-        // $file_type  = $params['file_type']; //rfq or qcr
-        // $recipient_type = $params['recipient_type']; //insurer or client or internal or placement 
-        // $recipient_mail = $params['recipient_mail']; // - only primary key of contacts
-        // $propsal_and_insurer = isset($params['proposal_insurer']) ? $params['proposal_insurer'] : null;
+        if ($lead_data) {
+            
+            // Replacing placeholders with actual values
+            $message = $mail_content;
+            $message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'] ?? "Valued Client", $message);
+            $message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'] ?? $lead_data['policy_type'] ?? "Insurance Policy", $message);
+            $message = str_replace("{{POLICY_TYPE}}", $lead_data['policy_type'] ?? "Insurance Policy", $message);
+            $message = str_replace("{{RFQ_OR_QCR}}", $page_name, $message);
+            $message = str_replace("{{POLICY_YEAR}}", $policy_year, $message);
 
-        // if ($recipient_type == 'insurer' && empty($recipient_mail)) {
-        //     return $this->respond(['status' => 'failed', 'code' => 400, 'data' => '', 'messgae' => 'Recipient mail not found ! '], 200);
-        // }
-
-        //gather lead info
-        $lead_data = $this->leadsModel
-            ->select('leads.*,policy_type.long_name,policy_type.policy_type,user_profiles.email as created_person_email')
-            ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
-            ->join('user_profiles', 'leads.created_by = user_profiles.id', 'left')
-            ->where('leads.id', $lead_id)
-            ->first();
-
-        // dd($lead_data);
-
-        if($lead_data){
-
-            $recipient_data = ['name' => "Team"];
-            $original_message = '<div style="width:100%;max-width:600px;margin:0 auto;padding:20px;border:1px solid #e0e0e0;background-color:#f9f9f9;font-family:Arial,sans-serif;color:#333;line-height:1.6"><div style=background-color:#4a90e2;color:#fff;padding:15px;text-align:center><h1 style=margin:0;font-size:24px>Request for Quotation (RFQ)</h1></div><div style=padding:20px;background-color:#fff><h2 style=color:#4a90e2;font-size:20px;margin-top:0>Dear {{RECIPIENT_NAME}},</h2><p>We are reaching out to request a quotation for the following insurance coverage. Please review the details below and provide your quote at your earliest convenience.<h2 style=color:#4a90e2;font-size:20px;margin-top:20px>RFQ Details</h2><table style=width:100%;border-collapse:collapse;margin-top:20px><tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Client name<td style="border:1px solid #ddd;padding:10px;text-align:left">{{CLIENT_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Coverage Type<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_LONG_NAME}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Start Date<td style="border:1px solid #ddd;padding:10px;text-align:left">{{POLICY_START_DATE}}<tr><th style="border:1px solid #ddd;padding:10px;text-align:left;background-color:#f2f2f2">Policy Duration<td style="border:1px solid #ddd;padding:10px;text-align:left">{{DURATION}}</table><div style="margin-top:20px;padding:10px;background-color:#f7f7f7;border-left:4px solid #4a90e2;font-style:italic">Please note: Additional terms and details are included in the attachment for your reference.</div><p>Please feel free to reach out if you require any further information to prepare the quote. We look forward to receiving your proposal.<p>Best regards,<p><strong>Nhance India Pvt Ltd</strong><br></div><div style=margin-top:20px;font-size:12px;color:#777;text-align:center><p>© Nhance India Pvt Ltd. All rights reserved.</div></div>';
-    
-            $message = $original_message;
-            $message = str_replace("{{RECIPIENT_NAME}}", $recipient_data['name'], $message);
-            $message = str_replace("{{CLIENT_NAME}}", $lead_data['client_name'], $message);
-            $message = str_replace("{{POLICY_LONG_NAME}}", $lead_data['long_name'], $message);
-            $message = str_replace("{{POLICY_START_DATE}}", change_date_format($lead_data['policy_start_date'], 'Y-m-d', 'd-m-Y'), $message);
-            $message = str_replace("{{DURATION}}", calculate_days_bw_dates($lead_data['policy_end_date'] ?? "", $lead_data['policy_start_date'] ?? "")->days, $message) ?? '--';
-
-            // return $this->respond(['status' => true, 'code' => 200, 'data' => $message], 200);
             return $message;
 
-        }else{
-
-            // return $this->respond(['status' => false, 'code' => 404, 'message' => "This lead has not data"], 200);
-            return '';
+        } else {
+            return ''; // Return empty if no lead data found
         }
-
-
-  
     }
+
+    function getLastFiveFinancialYears() {
+        $currentYear = date('Y'); 
+        $currentMonth = date('m');
+    
+        // In India, the financial year starts from April (04)
+        if ($currentMonth < 4) {
+            $currentYear--; // Adjust year if it's Jan-Mar
+        }
+    
+        $financialYears = [];
+    
+        for ($i = 0; $i < 5; $i++) {
+            $startYear = $currentYear - $i - 1;
+            $endYear = $currentYear - $i;
+            $financialYears[] = "$startYear-$endYear";
+        }
+    
+        return $financialYears;
+    }
+
+    public function rfqNonEB(){
+
+        $this->loadLayout('view_rfq_non_eb');
+    }
+    
+    
+    
 }

app/Controllers/MasterController.php

@@ -287,6 +287,10 @@ class MasterController extends AdminController
             $data['deletion_add_day'] = 1;
         }
 
+        if($this->request->getPost('is_multi_event')){
+            $data['is_multi_event'] = 1;
+        }
+
         $data['created_by'] = get_session_userid();
         $data['insurer_logo'] = $file_name;
         
@@ -371,6 +375,12 @@ class MasterController extends AdminController
             $data['deletion_add_day'] = 0;
         }
 
+        if($this->request->getPost('is_multi_event')){
+            $data['is_multi_event'] = 1;
+        }else{
+            $data['is_multi_event'] = 0;
+        }
+
         $update             = $this->insurerModel->update($id,$data);
         if($update){
             echo json_encode(array("status" => true , 'data' => $data));
@@ -1723,7 +1733,8 @@ class MasterController extends AdminController
             'excel' => WRITEPATH . 'uploads/excel/',
             'statements' => WRITEPATH . 'uploads/statements/',
             'import_excel' => WRITEPATH . 'uploads/import_excel/',
-            'logs' => WRITEPATH . 'uploads/logs/',
+            'logs' => WRITEPATH . 'logs',
+            'session' => WRITEPATH . 'session',
             'client_kyc_documents' => WRITEPATH . 'uploads/client_kyc_documents/',
             'tmp' => WRITEPATH . 'tmp/',
             'e_card_imgs' => ROOTPATH . 'public/e_card_imgs',
@@ -1732,8 +1743,10 @@ class MasterController extends AdminController
             'logo' => ROOTPATH . 'public/uploads/logo/',
             'template_bg' => ROOTPATH . 'public/uploads/template_bg/',
             'attachments' => WRITEPATH . 'uploads/attachments/',
+            'cache' => WRITEPATH . 'cache',
             'sample_import_excel' => ROOTPATH . 'public/sample_import_excel',
             'lead_files' => WRITEPATH . 'uploads/lead_files/',
+            'claim_sample_forms' => ROOTPATH . 'public/claim_sample_forms/',
         ];
 
         foreach ($folders as $folderName => $folderPath) {

app/Controllers/PolicyTransactionController.php

@@ -274,7 +274,7 @@ class PolicyTransactionController extends BaseController
         // Separate Insurer and TPA Branch IDs and IDs
         if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
             list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
-            if (isset($data['tpa'])) {
+            if (isset($data['tpa']) && !empty($data['tpa'])) {
                 list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
             }
         }
@@ -414,9 +414,13 @@ class PolicyTransactionController extends BaseController
         // Prepare data for insertion and updating
         $coShareDetails = [];
         
-        // print_r($data); 
+        // print_r($data); die;
         // die;
 
+        if(isset($data['co_share_id']) && !empty($data['co_share_id'])){
+            $this->removePtCoShareRecords($data['co_share_id']);
+        }
+
         if(isset($data['follow_insurer_id'])){
 
             foreach ($data['follow_insurer_id'] as $index => $insurer) {
@@ -429,7 +433,7 @@ class PolicyTransactionController extends BaseController
                     'pt_id' => $pt_id,
                     'insurer_id' => $insurer_id ?? 0,
                     'insurer_branch_id' => $insurer_branch_id ?? 0,
-                    'co_share_type' => $data['co_share_type'][$index] ?? null,
+                    'co_share_type' => $data['co_share_type'][$index] ?? 1,
                     'co_share_per' => $data['co_share_per'][$index] ?? 0,
                     'bp_amt' => $data['base_premium'][$index] ?? 0,
                     'bp_gst_amt' => $data['gst_amount'][$index] ?? 0,
@@ -438,6 +442,8 @@ class PolicyTransactionController extends BaseController
                     'bp_cgst' => $data['cgst'][$index] ?? 0,
                     'tp_amt' => $data['tp_premium'][$index] ?? 0,
                     'tep_amt' => $data['ter_premium'][$index] ?? 0,
+                    'cotp_amt' => $data['co_tp_premium'][$index] ?? 0,
+                    'cotep_amt' => $data['co_ter_premium'][$index] ?? 0,
                     'agreed_amt' => $data['agreed_amount'][$index] ?? 0,
                     'agreed_bp_per' => $data['agreed_bp'][$index] ?? 0,
                     'agreed_tp_per' => $data['agreed_tp'][$index] ?? 0,
@@ -499,7 +505,7 @@ class PolicyTransactionController extends BaseController
             return true;
 
         }
-
+        
         // print_r($data); 
         // die;
     }
@@ -949,6 +955,23 @@ class PolicyTransactionController extends BaseController
         }
     }
 
+    //function for soft delete for pt_co_share_details records
+    public function removePtCoShareRecords($primaryKeys) 
+    {
+        // print_r($primaryKeys); die;
+        if (empty($primaryKeys)) {
+            return false; 
+        }
+    
+        // Convert array to a comma-separated string for query binding
+        $placeholders = implode(',', array_fill(0, count($primaryKeys), '?'));
+    
+        $sql = "UPDATE pt_co_share_details SET is_active = 0 WHERE id NOT IN ($placeholders)";
+    
+        return db_connect()->query($sql, $primaryKeys);
+    }
+    
+
     //------------------------------------------------------------------------------------------------
 
     // Policy Transaction Endorsement
@@ -1040,6 +1063,7 @@ class PolicyTransactionController extends BaseController
     {
         $id = $this->request->getPost('id');
         $data = $this->preparePolicyTransactionData();
+        // print_r($data); die;
         
         if (!$id) {
             return $this->insertEndorsementTransaction($data);
@@ -1056,25 +1080,12 @@ class PolicyTransactionController extends BaseController
         // print_r($data); 
         // die;
 
-        // $data_received_date = (string)$this->request->getPost('data_received_date');
-        // $closure_date = (string)$this->request->getPost('closure_date');
-        // $endorse_eff_date = (string)$this->request->getPost('endorse_eff_date');
-        // $month = (string)$this->request->getPost('month');
-
-        // $data['data_received_date'] = empty($data['data_received_date']) ? null : date('Y-m-d', strtotime($data_received_date));
-        // $data['closure_date'] = empty($data['closure_date']) ? null : date('Y-m-d', strtotime($closure_date));
-        // $data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? null : date('Y-m-d', strtotime($endorse_eff_date));
-
-        // $month = '01-'.$data['month'];
-        // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month)); 
-
         if (!isset($data['policy_with_corr'])) {
             $data['policy_with_corr'] = 0;
         } elseif ($data['policy_with_corr']) {
             $data['policy_with_corr'] = 1;
         }
 
-
         if(empty($data['data_received_date'])){
             $data['data_received_date'] = null;
         }else{
@@ -1117,7 +1128,7 @@ class PolicyTransactionController extends BaseController
         // Separate Insurer and TPA Branch IDs and IDs
         if(isset($data['insurer_id']) && !empty($data['insurer_id'])){
             list($data['insurer_branch_id'], $data['insurer_id']) = explode('-', $data['insurer_id']);
-            if (isset($data['tpa'])) {
+            if (isset($data['tpa']) && !empty($data['tpa'])) {
                 list($data['tpa_branch_id'], $data['tpa_id']) = explode('-', $data['tpa']);
             }
         }
@@ -1246,7 +1257,7 @@ class PolicyTransactionController extends BaseController
     public function getEndorsementDataForEdit($id)
     {
         $data = $this->policyTransactionModel
-                ->select('
+            ->select('
                         policy_transaction.*, 
                         clients.short_name as client_short_name, 
                         clients.client_type, 
@@ -1260,52 +1271,43 @@ class PolicyTransactionController extends BaseController
 
                         ) as last_action_date
                     ')
-                ->join('clients', 'clients.id = policy_transaction.client_id')
-                ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
-                ->where('policy_transaction.id', $id)
-                ->where('policy_transaction.is_active', 1)
-                ->first();
-
-        // $data['policy_start_date'] = empty($data['policy_start_date']) ? '' : date('d/m/Y', strtotime($data['s_date']));
-        // $data['policy_end_date'] = empty($data['policy_end_date']) ? '' : date('d/m/Y', strtotime($data['e_date']));
-        // $data['data_received_date'] = empty($data['data_received_date']) ? '' : date('d/m/Y', strtotime($data['data_received_date']));
-        // $data['closure_date'] = empty($data['closure_date']) ? '' : date('d/m/Y', strtotime($data['closure_date']));
-        // $data['endorse_eff_date'] = empty($data['endorse_eff_date']) ? '' : date('d/m/Y', strtotime($data['endorse_eff_date']));
-
-        // $data['month'] = (isset($data['month']) && $data['month'] !== null && $data['month'] !== '') 
-        //     ? date('M/Y', strtotime($data['month'])) 
-        //     : null;
+            ->join('clients', 'clients.id = policy_transaction.client_id')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->where('policy_transaction.id', $id)
+            ->where('policy_transaction.is_active', 1)
+            ->orderBy('id', 'asc')
+            ->first();
 
 
-        if(!empty($data['policy_start_date'])){
+        if (!empty($data['policy_start_date'])) {
             $data['policy_start_date'] =  change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['policy_end_date'])){
+        if (!empty($data['policy_end_date'])) {
             $data['policy_end_date'] =  change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['data_received_date'])){
+        if (!empty($data['data_received_date'])) {
             $data['data_received_date'] =  change_date_format($data['data_received_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['policy_issue_date'])){
+        if (!empty($data['policy_issue_date'])) {
             $data['policy_issue_date'] =  change_date_format($data['policy_issue_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['endorse_eff_date'])){
+        if (!empty($data['endorse_eff_date'])) {
             $data['endorse_eff_date'] =  change_date_format($data['endorse_eff_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['install_due_date'])){
+        if (!empty($data['install_due_date'])) {
             $data['install_due_date'] =  change_date_format($data['install_due_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['last_action_date'])){
+        if (!empty($data['last_action_date'])) {
             $data['last_action_date'] =  change_date_format($data['last_action_date'], 'Y-m-d', 'd/m/Y');
         }
 
-        if(!empty($data['month'])){
+        if (!empty($data['month'])) {
             $data['month'] =  change_date_format($data['month'], 'Y-m-d', 'M/Y');
         }
 
@@ -1314,7 +1316,7 @@ class PolicyTransactionController extends BaseController
         //get PT Co-Share Details
         $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
 
-                    ->select("
+            ->select("
                         pt_co_share_details.*,
                 
                         (
@@ -1430,19 +1432,18 @@ class PolicyTransactionController extends BaseController
                             ) AS actual_tep_brokerage_amount
     
                     ")
-        ->where('pt_id', $id)
-        ->where('is_active', 1)
-        ->orderBy('id', 'asc')
-        ->findAll();
+            ->where('pt_id', $id)
+            ->where('is_active', 1)
+            ->orderBy('id', 'asc')
+            ->findAll();
 
         // print_r($data['endorse_eff_date']); die;
 
-        if($data){
+        if ($data) {
             return $this->respond(['status' => true, 'data' => $data], 200);
-        }else{
+        } else {
             return $this->respond(['status' => false], 200);
         }
-
     }
 
     //------------------------------------------------------------------------------------------------
@@ -1584,8 +1585,15 @@ class PolicyTransactionController extends BaseController
             ->where('policy_transaction.action_type', 'inception')
             ->findAll();
 
+        $is_copay_yes = $this->policyTransactionModel
+            ->where('client_id', $client_id)
+            ->where('client_policy_id', $client_policy_id)
+            ->where('action_type', 'inception')
+            ->where('is_active', 1)
+            ->first();
+            
         if ($totalCount) {
-            return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount], 200);
+            return $this->respond(['status' => true, 'code' => 200, 'data' => $totalCount, 'is_copay_yes' => $is_copay_yes], 200);
         } else {
             return $this->respond(['status' => false, 'code' => 404, 'message' => 'Failed to get data'], 200);
         }
@@ -2700,7 +2708,7 @@ class PolicyTransactionController extends BaseController
         // Build query
         $db = db_connect();
         $builder = $db->table("cash_deposit")
-            ->where('cd_ac_no', $cd_ac_no)
+            ->where('cd_ac_pk', $cd_ac_no)
             ->where('is_active', 1)
             ->orderBy('id', 'desc')
             ->limit(1);
@@ -2715,6 +2723,8 @@ class PolicyTransactionController extends BaseController
                 'status' => true,
                 'code' => 200,
                 'data' => $result,
+                'base_premium' => $base_premium,
+                'cd_ac_no' => $cd_ac_no,
                 'base_premium_greater_than_balance' => $base_premium_greater_than_balance,
             ], 200);
         }

app/Controllers/RestAuthenticationController.php

@@ -71,13 +71,20 @@ class RestAuthenticationController extends AdminController
             $mobile_number = $this->request->getJSON()->mobile_number;
           
 
-            $employeeData = $this->employeeModel->where('mobile', $mobile_number)
-                                                ->where('relationship', 'self')
-                                                ->where('emp_status !=', 'truncated')
-                                                ->where('is_active', 1)
-                                                ->first();
+            $employeeData = $this->employeeModel->select('employees.relationship,EP.employee_id')
+                                    ->join('employee_polices EP', 'EP.employee_id = employees.id', 'inner') 
+                                    ->where('employees.is_active', 1)
+                                    ->where('employees.relationship', 'self')
+                                    ->where('employees.emp_status !=', 'truncated')
+                                    ->where('employees.mobile', $mobile_number)
+                                    ->where('EP.is_active', 1)
+                                    ->whereIn('EP.status', ['active'])
+                                    ->first();
+        
+          
             
-            if ($employeeData) {
+            if (isset($employeeData['employee_id'])) 
+            {
                
                 $result = ['user_verification' => true ,'message' => "Verified Successfully"];
                 return $this->respond(['status' => 'success','code' => 200,'data' => $result],200);
@@ -95,63 +102,68 @@ class RestAuthenticationController extends AdminController
     {
         try {
             $email = $this->request->getJSON()->email;
-          
 
-            $employeeData = $this->employeeModel->where('email_corporate', $email)->where('relationship', 'self')
-                                                ->where('emp_status !=', 'truncated')->where('is_active', 1)
-                                                ->first();
-            
-            if ($employeeData) {
+
+            $employeeData = $this->employeeModel->select('
+                employees.relationship,
+                EP.employee_id,
+                employees.client_id,
+                employees.client_branch_id,
+                employees.email_corporate
+
+            ')
+                ->join('employee_polices EP', 'EP.employee_id = employees.id', 'inner')
+                ->where('employees.is_active', 1)
+                ->where('employees.relationship', 'Self')
+                ->where('employees.emp_status !=', 'truncated')
+                ->where('employees.email_corporate', $email)
+                ->where('EP.is_active', 1)
+                ->whereIn('EP.status', ['draft', 'enrolled'])
+                ->first();
+
+            if (isset($employeeData['employee_id'])) {
 
                 $otp = random_int(100000, 999999);
 
-                $update  = $this->employeeModel->where('email_corporate', $email)->where('relationship', 'self')
-                                                ->where('is_active', 1)->set(array('otp' => $otp ))
-                                                ->update();
-                if($update)
-                {
+                $update  = $this->employeeModel->where('email_corporate', $email)->where('relationship', 'Self')
+                    ->where('is_active', 1)->set(array('otp' => $otp))
+                    ->update();
+                if ($update) {
 
                     $common = [
                         'client_id' => $employeeData['client_id'],
                         'client_branch_id' => $employeeData['client_branch_id'],
                         'client_policy_id' => null,
                         'employee_policy_id' =>  null,
-                        'employee_id' => $employeeData['id'],
+                        'employee_id' => $employeeData['employee_id'],
                         'mail_type' => 'otp_mail',
-                      ];
+                    ];
                     $subject = 'Nhance user verification - OTP';
-                    $mail_content = $otp.' is your verification code for Nhance.';
-                    $res = MailHelper::send_email(['mail' => $employeeData['email_corporate'], 'subject' => $subject ,'common'=>$common ,'message' => $mail_content]);
+                    $mail_content = $otp . ' is your verification code for Nhance.';
+                    $res = MailHelper::send_email(['mail' => $employeeData['email_corporate'], 'subject' => $subject, 'common' => $common, 'message' => $mail_content]);
                     $this->myLogger->logme("info", $res);
 
-                    if(json_decode($res)->status == 'success')
-                    {
-                        $result = ['user_verification' => true ,'message' => "Verified Successfully"];
-                        return $this->respond(['status' => 'success','code' => 200,'data' => $result],200);
-
-                    }else{
-                        $result = ['user_verification' => false , 'message' => "Mail sending failed , try again"];
-                        return $this->respond(['status' => 'failed','code' => 404,'data' => $result],200);
+                    if (json_decode($res)->status == 'success') {
+                        $result = ['user_verification' => true, 'message' => "Verified Successfully"];
+                        return $this->respond(['status' => 'success', 'code' => 200, 'data' => $result], 200);
+                    } else {
+                        $result = ['user_verification' => false, 'message' => "Mail sending failed , try again"];
+                        return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
                     }
+                } else {
 
-                }else{
-
-                    $result = ['user_verification' => false , 'message' => "Verification failed , try again"];
-                    return $this->respond(['status' => 'failed','code' => 404,'data' => $result],200);
-
+                    $result = ['user_verification' => false, 'message' => "Verification failed , try again"];
+                    return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
                 }
-
-               
             } else {
-                $result = ['user_verification' => false , 'message' => "User not found"];
-                return $this->respond(['status' => 'failed','code' => 404,'data' => $result],200);
-
+                $result = ['user_verification' => false, 'message' => "User not found"];
+                return $this->respond(['status' => 'failed', 'code' => 404, 'data' => $result], 200);
             }
         } catch (\Throwable $th) {
-            return $this->respond(['status' => 'failed','code' => 500,'data' => $th],500);
+            return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $th], 500);
         }
     }
-    
+
 
     public function getVerifiedUserData()
     {

app/Controllers/TicketController.php

@@ -12,13 +12,16 @@ use App\Models\TicketMailTemplateModel;
 use App\Models\TicketMessageModel;
 use App\Models\TicketNoteModel;
 use App\Models\UserModel;
+use App\Models\ClientPolicyModel;
+use App\Models\EmployeePolicyModel;
+
 use DOMDocument;
 use Psr\Log\LoggerInterface;
 use Kint\Kint;
 use App\Models\EmployeeModel;
 
 use App\Helpers\MailHelper;
-
+use App\Models\InsurerModel;
 use CodeIgniter\API\ResponseTrait;
 
 class TicketController extends BaseController
@@ -26,13 +29,15 @@ class TicketController extends BaseController
     use ResponseTrait;
 
     protected $myLogger;
-    protected $ticketType;
-    protected $priorityType;
-    protected $relationshipType;
-    protected $modeOFIntimate;
-    protected $claimType;
-    protected $claimStatus;
-    protected $placeHolders;
+    public $ticketType;
+    public $priorityType;
+    public $relationshipType;
+    public $modeOFIntimate;
+    public $claimType;
+    public $claimStatus;
+    public $placeHolders;
+    public $extraFields;
+    public $nonIDReason;
 
     protected $clientModel;
     protected $ticketMasterModel;
@@ -43,6 +48,8 @@ class TicketController extends BaseController
     protected $triggerType;
     protected $userModel;
     protected $employeeModel;
+    protected $clientPolicyModel;
+    protected $employeePolicyModel;
 
     public function __construct()
     {
@@ -73,14 +80,15 @@ class TicketController extends BaseController
             1 => "In Person",
             2 => "Courier",
             3 => "Online Mode - Email",
-            4 => "Online Mode - To TPA"
+            4 => "Smart Service Desk",
+            5 => "Direct to TPA"
         ];
         $this->claimType = [
             1 => [
-                1 => "Main",
+                1 => "Main Hospitalization",
+                3 => "Pre / Post",
                 2 => "OPD",
-                3 => "Pre ReOpen",
-                4 => "Post ReOpen",
+                4 => "ReOpen",
             ],
             2 => [
                 1 => "TTD",
@@ -96,7 +104,8 @@ class TicketController extends BaseController
             4 => "Trigger 4",
             5 => "Trigger 5",
             6 => "Trigger 6",
-            7 => "Trigger 7"
+            7 => "Trigger 7",
+            8 => "Trigger 8",
         ];
         $this->placeHolders = [
 
@@ -110,6 +119,39 @@ class TicketController extends BaseController
             '((RELATIONSHIP))' => 'relationship',
             '((POLICY_TYPE))' => 'policy_type',
             '((AUTO_QUERY_CONTENT))' => 'auto_query_content',
+            '((CLAIM_FORM_LINK))' => 'claim_form_link',
+        ];
+        $this->extraFields = [
+            1 => ['non_id_reason'],
+            10 => ['pay_initiate_date'],
+            3 => ['raised_date'],
+            4 => ['raised_date'],
+            5 => ['claim_number', 'registration_date'],
+            7 => ['query_received_date'],
+            8 => ['denial_reason','denial_date'],
+            9 => ['approved_amount','approved_date', 'approved_letter'],
+            11 => ['utr_details', 'settled_date', 'settle_letter'],
+            40 => ['approved_amount','approved_date', 'approved_letter'],
+            44 => ['utr_details', 'settled_date', 'settle_letter'],
+            30 => ['approved_amount','approved_date', 'approved_letter'],
+            34 => ['utr_details', 'settled_date', 'settle_letter'],
+            20 => ['approved_amount','approved_date', 'approved_letter'],
+            24 => ['utr_details', 'settled_date', 'settle_letter'],
+            14 => ['return_remark', 'awb_no_courier_name'],
+            48 => ['return_remark', 'awb_no_courier_name'],
+            59 => ['return_remark', 'awb_no_courier_name'],
+            54 => ['return_remark', 'awb_no_courier_name'],
+            13 => ['cancel_remark'],
+            47 => ['cancel_remark'],
+            53 => ['cancel_remark'],
+            58 => ['cancel_remark'],
+        ];
+        $this->nonIDReason = [
+            "Newborn Baby" => "Newborn Baby",
+            "Newly Wedded Spouse" => "Newly Wedded Spouse",
+            "Policy Pending" => "Policy Pending",
+            "New Joinee" => "New Joinee",
+            "Exceptional Case" => "Exceptional Case"
         ];
 
         $this->ticketMasterModel = new TicketMasterModel();
@@ -121,6 +163,8 @@ class TicketController extends BaseController
         $this->ticketMessageModel = new TicketMessageModel();
         $this->userModel = new UserModel();
         $this->employeeModel = new EmployeeModel();
+        $this->clientPolicyModel = new ClientPolicyModel();
+        $this->employeePolicyModel = new EmployeePolicyModel();
     }
 
     public function ticketList()
@@ -260,7 +304,7 @@ class TicketController extends BaseController
         return $this->loadLayout('ticket_form_handler', $data);
     }
 
-    public function ticket_form_data($ticket_type)
+    public function ticket_form_data($ticket_type, $claim_status_id = null)
     {
         $this->myLogger->logme('error', "Fetching ticket form data for Ticket Type: $ticket_type");
 
@@ -270,7 +314,8 @@ class TicketController extends BaseController
             'ticket_type' => $this->ticketType,
             'priorityType' => $this->priorityType,
             'relationshipType' => $this->relationshipType,
-            'modeOFIntimate' => $this->modeOFIntimate
+            'modeOFIntimate' => $this->modeOFIntimate,
+            'nonIDReason' => $this->nonIDReason
         ];
 
         switch ($ticket_type) {
@@ -294,11 +339,23 @@ class TicketController extends BaseController
             ->getResultArray();
 
         // Fetch Claim Status
-        $data['claim_status'] = $this->claimStatus
-            ->select('*')
-            ->where(['is_active' => 1, 'ticket_type' => $ticket_type])
-            ->get()
-            ->getResultArray();
+
+        if(empty($claim_status_id)){
+
+            if($ticket_type == 2){
+                $claim_status_id = 15;
+            }else if($ticket_type == 3){
+                $claim_status_id = 25;
+            }else if($ticket_type == 4){
+                $claim_status_id = 35;
+            }else{
+                $claim_status_id = 1;
+            }
+        }
+
+        $data['claim_status'] = $this->transFormClaimStatus($claim_status_id, $ticket_type);
+        $data['extra_fields'] =  $this->getExtraFields($data['claim_status']);
+        $data['extra_fields_array_for_validate'] =  $this->getExtraFields($data['claim_status'], 1);
 
         if ($ticket_type == 1) {
             $data['claim_type'] = $this->claimType[1];
@@ -311,19 +368,90 @@ class TicketController extends BaseController
         return $data;
     }
 
+    //transform the claim status
+    public function transFormClaimStatus($claimStatusId, $ticket_type)
+    {
+        // Fetch the main claim status by ID
+        $claimStatusData = $this->claimStatus
+            ->select('*')
+            ->where(['is_active' => 1, 'ticket_type' => $ticket_type])
+            ->where('id', $claimStatusId)
+            ->first();
+        // dd($claimStatusData);
+    
+        // Initialize the filtered claim status array
+        $filteredClaimStatus = [];
+    
+        if (!empty($claimStatusData)) {
+            // Add the main claim status to the result
+            $filteredClaimStatus[] = $claimStatusData;
+    
+            // Decode the allowed_status JSON field
+            $filterClaimStatusIds = json_decode($claimStatusData['allowed_status'], true);
+    
+            // Fetch additional claim statuses if IDs exist
+            if (!empty($filterClaimStatusIds) && is_array($filterClaimStatusIds)) {
+                $additionalClaimStatuses = $this->claimStatus
+                    ->select('*')
+                    ->where(['is_active' => 1, 'ticket_type' => $ticket_type])
+                    ->whereIn('id', $filterClaimStatusIds)
+                    ->get()
+                    ->getResultArray();
+    
+                // Merge additional claim statuses into the result
+                $filteredClaimStatus = array_merge($filteredClaimStatus, $additionalClaimStatuses);
+            }
+        }
+    
+        return $filteredClaimStatus;
+    }
+    
+    public function getExtraFields(array $claimStatus, $nonFilterArray = 0): array
+    {
+        $extra_fields = [];
+
+        if($nonFilterArray == 1){
+
+            foreach ($claimStatus as $value) {
+                if (isset($this->extraFields[$value['id']])) {
+                    if (!isset($extra_fields[$value['id']])) {
+                        $extra_fields[$value['id']] = [];
+                    }
+                    $extra_fields[$value['id']] = array_merge($extra_fields[$value['id']], $this->extraFields[$value['id']]);
+                }
+            }
+
+        }else{
+
+            foreach ($claimStatus as $value) {
+                if (isset($this->extraFields[$value['id']])) {
+                    $extra_fields[] = $this->extraFields[$value['id']];
+                }
+            }
+ 
+            $extra_fields = array_values(array_unique(array_merge(...$extra_fields)));
+        }
+       
+        return $extra_fields;
+    }
+
     public function view_ticket($ticket_id)
     {
         // $ticket_data = $this->ticketMasterModel->where('id', $ticket_id)->where('is_active', 1)->first();
         $ticket_data = $this->ticketMasterModel->getTicketDataByTicketID($ticket_id);
         $ticket_data = $this->formatDateForClaim($ticket_data, 'd/m/Y');
+
+        if (in_array($ticket_data['claim_status_id'], [15, 25, 35])) {
+            $ticket_data['auto_query_content'] = $this->getCheckListAndConvertArrayToString($ticket_data);
+        }
+
         // dd($ticket_data);
         $template_data = $this->ticketMasterModel->getTemplateDataByTicketID($ticket_id);
         if (!empty($template_data)) {
             $template_data['mail_content'] = $this->replacePlaceholders($template_data['mail_content'], $ticket_data);
             $template_data['subject'] = $this->replacePlaceholders($template_data['subject'], $ticket_data);
         }
-        $data = $this->ticket_form_data($ticket_data['ticket_type_id']);
-        $data['ticket_data'] = $ticket_data;
+        $data = $this->ticket_form_data($ticket_data['ticket_type_id'], $ticket_data['claim_status_id']);
         $data['reply_data'] = $template_data;
         $data['placeHolders'] = $this->placeHolders;
         $data['message_data'] = $this->getTicketMessage($ticket_id);
@@ -331,6 +459,13 @@ class TicketController extends BaseController
         $data['member_data'] = $this->employeeModel->getEmployeeByEmployeeCode($ticket_data['emp_code']);
         $data['ticket_history'] =  $this->ticketHistory($ticket_id);
         $data['ticket_check_list'] =  db_connect()->table('ticket_check_list')->where('is_active', 1)->where('ticket_type_id', $ticket_data['ticket_type_id'])->get()->getResultArray();
+        if (!empty($ticket_data['client_policy_id'])){
+            $ticket_data['client_policy_id_text'] = $this->clientPolicyModel->select('concat(policy_type.policy_type,"-",client_policy.policy_no) as client_policy_name')->join('policy_type','policy_type.id = client_policy.policy_type_id and policy_type.is_active = 1')->where('client_policy.id',$ticket_data['client_policy_id'])->first()['client_policy_name'];
+        }
+        // dd($data);
+        $data['ticket_data'] = $ticket_data;
+        $data['acms'] =  $this->employeeModel->getAcmUsingClientID($ticket_data['client_id']);
+
         // dd($data);
 
         return $this->loadLayout('ticket_edit_onbording', $data);
@@ -423,6 +558,12 @@ class TicketController extends BaseController
             $ticket_data['settled_date'] = change_date_format($ticket_data['settled_date'], null, $out_put_format);
         }
 
+        if (empty($ticket_data['pay_initiate_date'])) {
+            $ticket_data['pay_initiate_date'] = null;
+        } else {
+            $ticket_data['pay_initiate_date'] = change_date_format($ticket_data['pay_initiate_date'], null, $out_put_format);
+        }
+
         return $ticket_data;
     }
 
@@ -430,6 +571,7 @@ class TicketController extends BaseController
     {
         $ticket_data = $this->request->getPost();
         $ticket_data = $this->formatDateForClaim($ticket_data);
+        // $ticket_data = $this->getLastMatchedStatus($ticket_data, );
         // print_rr($ticket_data); die;
 
         if ($ticket_data) {
@@ -451,6 +593,7 @@ class TicketController extends BaseController
         $ticket_id = $this->request->getPost('ticket_master_id');
         $ticket_data = $this->request->getPost();
         $ticket_data = $this->formatDateForClaim($ticket_data);
+        $ticket_data['claim_status_id'] = $this->getLastMatchedStatus($ticket_data);
         // print_rr($ticket_data); die;
         $old_ticket_data = $this->ticketMasterModel->where('id', $ticket_id)->where('is_active', 1)->first();
 
@@ -462,8 +605,12 @@ class TicketController extends BaseController
                 $mail_responce = $this->sendAutoMailTrigger($ticket_id);
 
                 //send mail to the head for rejected ticket approvel
-                if($ticket_data['claim_status_id'] == 8){
+                if($ticket_data['claim_status_id'] == 8 && $ticket_data['is_head_approved'] == 0){
                     $this->sendMailToTheHead($ticket_data);
+                }else{
+                    $this->myLogger->logme('error', "Head Mail can't be sent");
+                    $this->myLogger->logme('error', "CLAIM STATUS ID : {data}", ['data' => $ticket_data['claim_status_id']]);
+                    $this->myLogger->logme('error', "IS HEAD APPROVED : {data}", ['data' => $ticket_data['is_head_approved']]);
                 }
 
                 return $this->respond(['status' => true, 'code' => 200, 'data' => $ticket_data, "message" => "Claim updated successfully", 'mail_responce' => $mail_responce], 200);
@@ -482,6 +629,17 @@ class TicketController extends BaseController
         $data['policy_type']  = $this->ticketType;
         $data['placeHolders'] = $this->placeHolders;
         $data['ticket_data']  = $this->ticketMailTemplateModel->where('is_active', 1)->findAll();
+
+        foreach ($data['ticket_data'] as $key => $ticket_data) {
+
+            $tooltip_array = $this->claimStatus->select('claim_status')->where('ticket_type',$data['ticket_data'][$key]['ticket_type'])->where('trigger_type',$data['ticket_data'][$key]['trigger_type'])->where('is_active',1)->first();
+            if (isset($tooltip_array) && $tooltip_array != null){
+                $data['ticket_data'][$key]['tool_tip'] = $tooltip_array['claim_status'];
+            }else{
+                $data['ticket_data'][$key]['tool_tip'] =$data['ticket_data'][$key]['template_name'];
+            }
+        }
+        // dd($data['ticket_data']);
         $data['ticket_type']  = $this->ticketType;
         $data['trigger_type'] = $this->triggerType;
         return $this->loadLayout('ticket_mail_template', $data);
@@ -510,6 +668,21 @@ class TicketController extends BaseController
         } elseif ($action == 2) {
             $table_id = (int)$this->request->getPost('id');
             $data = $this->ticketMailTemplateModel->where('id', $table_id)->where('is_active', 1)->first();
+            if ($data && isset($data['ticket_type']) && isset($data['trigger_type'])) {
+                $tooltip_array = $this->claimStatus->select('claim_status')
+                    ->where('ticket_type', $data['ticket_type'])
+                    ->where('trigger_type', $data['trigger_type'])
+                    ->where('is_active', 1)
+                    ->first();
+                
+                $data['tool_tip'] = (isset($tooltip_array['claim_status'])) 
+                    ? $tooltip_array['claim_status'] 
+                    : $data['template_name'];
+            } else {
+                // Handle case where $data is null or missing required fields
+                $data = $data ?: []; // Ensure $data is an array if null
+                $data['tool_tip'] = $data['template_name'];
+            }
             if ($data) {
                 return $this->respond(['status' => true, 'data' => $data], 200);
             } else {
@@ -635,6 +808,13 @@ class TicketController extends BaseController
                 return null;
             }
 
+            if (in_array($ticket_data['claim_status_id'], [15, 25, 35])) {
+                $ticket_data['auto_query_content'] = $this->getCheckListAndConvertArrayToString($ticket_data);
+            }
+
+            // print_r($ticket_data); die;
+            
+
             $this->myLogger->logme('error', "Fetched email template: " . json_encode($template_data));
 
             // Generate Email Content
@@ -687,8 +867,10 @@ class TicketController extends BaseController
                     $replaceData = $ticket_data[$value] ?? '';
                 } else if ($value == "policy_type") {
                     $replaceData = str_replace("Claim-", "", $this->ticketType[$ticket_data['ticket_type_id']] ?? "");
-                } else {
-                    $replaceData = isset($ticket_data[$value]) ? strtoupper($ticket_data[$value]) : '';
+                } else if ($value == "claim_form_link"){
+                    $replaceData = '<a href="' . base_url('claim-form-download/' . md5($ticket_data['insurer_id'])) . '" target="_blank">Click here to download Claim Form</a>';
+                }else {
+                    $replaceData = isset($ticket_data[$value]) ? $ticket_data[$value] : '';
                 }
 
                 $content = str_replace($key, $replaceData, $content);
@@ -1054,136 +1236,7 @@ class TicketController extends BaseController
         }
     }
 
-    // public function accountManagerWiseReport($policy_type = null ,$start_date = null, $end_date = null){
-
-    //     if ($policy_type == 1) {
-    //         $sql = "SELECT 
-    //                 u.first_name AS acc_manager_name,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = 1 THEN master.id END) AS id_not_generated,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = 1 THEN master.id END) AS non_id,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = 1 THEN master.id END) AS cda,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = 1 THEN master.id END) AS information_required,
-    //                 COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = 1 THEN master.id END) AS under_process,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = 1 THEN master.id END) AS approved,
-    //                 COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = 1 THEN master.id END) AS payment_initiated,
-    //                 (
-    //                     COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = 1 THEN master.id END) +
-    //                     COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = 1 THEN master.id END)
-    //                 ) AS total
-    //             FROM 
-    //                 ticket_master master 
-    //             JOIN 
-    //                 user_profiles u ON master.acm_id = u.id and u.is_active = 1
-    //             JOIN 
-    //                 ticket_claim_status tcs ON tcs.id = master.claim_status_id and tcs.is_active = 1
-    //             WHERE
-    //                 master.created_at <= '$end_date' and master.created_at >= '$start_date' and master.is_active = 1
-    //             GROUP BY 
-    //                 u.id;
-    //         ";
-    //         $result = $this->ticketMasterModel->query($sql)->getResultArray();
-    //         // dd($result);
-
-    //         return $result;
-        
-
-    //     }else{
-    //         $sql = "SELECT u.first_name AS acc_manager_name,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLAIM INTIMATION' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS claim_intimation,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INTIMATION TO INSURER' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS int_to_insurer,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLIENT PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS client_pending,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INSURER PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS information_required,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INVESTIGATION' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS investigation,
-    //             COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS approved,
-    //             COUNT(CASE WHEN tcs.claim_status = 'ON HOLD' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS on_hold,
-                
-    //             (
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CLAIM INTIMATION' AND master.ticket_type_id = '$policy_type' THEN master.id END)+
-    //             COUNT(CASE WHEN tcs.claim_status = 'INTIMATION TO INSURER' AND master.ticket_type_id = '$policy_type' THEN master.id END)+
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLIENT PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'INSURER PENDING' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'INVESTIGATION' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'ON HOLD' AND master.ticket_type_id = '$policy_type' THEN master.id END)  
-    //             ) AS total1,
-    //             COUNT(CASE WHEN tcs.claim_status = 'NOT COVERED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS not_covered,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS closed,
-    //             COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS settled,
-    //             (
-    //             COUNT(CASE WHEN tcs.claim_status = 'NOT COVERED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //             COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) 
-    //             ) AS total2
-    //         FROM 
-    //             ticket_master master 
-    //         JOIN 
-    //             user_profiles u ON master.acm_id = u.id and u.is_active = 1
-    //         JOIN 
-    //             ticket_claim_status tcs ON tcs.id = master.claim_status_id and tcs.is_active = 1
-    //         WHERE
-    //             master.created_at <= '$end_date' and master.created_at >= '$start_date' and master.is_active = 1 and master.ticket_type_id = '$policy_type'
-    //         GROUP BY 
-    //             u.id;
-    //         ";
-    //         $result = $this->ticketMasterModel->query($sql)->getResultArray();
-
-    //         return $result;
-    //     }
-    // }
-
-    // public function tpaWiseReport($policy_type = null ,$start_date = null,$end_date = null ){
-    //     // $policy_type = 1;
-    //     $sql = "SELECT 
-    //             tpa.name AS tpa_name,
-    //             COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS id_not_generated,
-    //             COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS non_id,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS cda,
-    //             COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS information_required,
-    //             COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS under_process,
-    //             COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS approved,
-    //             COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS payment_initiated,
-    //             (
-    //                 COUNT(CASE WHEN tcs.claim_status = 'ID NOT GENERATED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'NON ID' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CDA' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'INFORMATION REQUIRED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status LIKE '%UNDER PROCESS%' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'APPROVED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'PAYMENT INITIATED' AND master.ticket_type_id = '$policy_type' THEN master.id END)
-    //             ) AS total,
-    //             COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS closed,
-    //             COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS settled,
-    //             COUNT(CASE WHEN tcs.claim_status = 'RETURNED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS returned,
-    //             COUNT(CASE WHEN tcs.claim_status = 'REJECTED' AND master.ticket_type_id = '$policy_type' THEN master.id END) AS denied,
-    //             (
-    //                 COUNT(CASE WHEN tcs.claim_status = 'CLOSED' AND master.ticket_type_id = '$policy_type'THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'SETTLED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'RETURNED' AND master.ticket_type_id = '$policy_type' THEN master.id END) +
-    //                 COUNT(CASE WHEN tcs.claim_status = 'REJECTED' AND master.ticket_type_id = '$policy_type' THEN master.id END)
-    //             ) AS total2
-    //         FROM 
-    //             ticket_master master 
-    //         JOIN 
-    //             tpa ON master.tpa_id = tpa.id and tpa.is_active = 1
-    //         JOIN 
-    //             ticket_claim_status tcs ON tcs.id = master.claim_status_id and  tcs.is_active = 1
-    //         WHERE
-    //             master.created_at <= '$end_date' and master.created_at >= '$start_date' and master.is_active = 1
-    //         GROUP BY 
-    //             tpa.id;
-
-        
-    //     ";
-    //         $result = $this->ticketMasterModel->query($sql)->getResultArray();
-
-    //         return $result;
-    // }
-
+    // -------------------------------------------------------------------------------------------------------------------------
 
     // function for Reject ticket Head Approvel mail sent function
     public function sendMailToTheHead($ticket_data)
@@ -1238,4 +1291,154 @@ class TicketController extends BaseController
             $this->myLogger->logme('error', "Head Mail can't be sent because ticket data is empty");
         }
     }
+
+    public function getLastMatchedStatus($incoming_form_values) 
+    {
+        if (empty($incoming_form_values) || !isset($incoming_form_values['claim_status_id']) || !isset($incoming_form_values['extra_fields_array_for_validate'])) {
+            return null;
+        }
+    
+        $lastMatchedStatus = $incoming_form_values['claim_status_id'];
+    
+        // Use the provided `extra_fields_array_for_validate` from the incoming data
+        $statusMapping = json_decode($incoming_form_values['extra_fields_array_for_validate']);
+    
+        foreach ($statusMapping as $status => $requiredFields) {
+            // Ensure requiredFields is an array
+            if (!is_array($requiredFields)) {
+                $requiredFields = [$requiredFields];
+            }
+    
+            // Check if all required fields exist and are not empty in the incoming form values
+            $allFieldsMatched = true;
+            foreach ($requiredFields as $field) {
+                if (!isset($incoming_form_values[$field]) || empty($incoming_form_values[$field])) {
+                    $allFieldsMatched = false;
+                    break;
+                }
+            }
+    
+            // Update the last matched status if all fields are validated
+            if ($allFieldsMatched) {
+                $lastMatchedStatus = $status;
+            }
+        }
+
+        if($lastMatchedStatus == 1){
+            if(!empty($incoming_form_values['tpa_no'])){
+                $lastMatchedStatus = 2;
+            }
+        }
+    
+        return $lastMatchedStatus;
+    }
+
+    public function getPolicyStartDate()
+    {
+
+        $data = $this->request->getPost();
+        $client_policy_id = $data['policy_id'];
+        $policy_start_date = $this->clientPolicyModel->select('policy_start_date')->where('id', $client_policy_id)->first()['policy_start_date'];
+        // dd($data);
+        if (isset($data['employeeId']) && $data['employeeId'] != "" && $data['employeeId'] != null) {
+            // dd($data);
+            $emp_id = $data['employeeId'];
+            $empData = $this->employeeModel->select('dob,doj')->where('id',$emp_id)->findAll();
+
+            if (!empty($empData) && $empData != "" && $empData != null ) {
+                foreach ($empData as &$emp) { // Loop through the data
+                    $emp['dob'] = date('d/m/Y', strtotime($emp['dob']));
+                    $emp['doj'] = date('d/m/Y', strtotime($emp['doj']));
+                }
+            }
+            
+            if ($empData){
+                return $this->respond(['status' => true, 'minDate' => $policy_start_date,'empData'=> $empData], 200);
+            }else{
+                return $this->respond(['status' => false, 'message' => "Policy Not Found"]);
+            }
+
+        } else {
+            // dd($policy_start_date);
+            if ($policy_start_date) {
+                return $this->respond(['status' => true, 'minDate' => $policy_start_date], 200);
+            } else {
+                return $this->respond(['status' => false, 'message' => "Policy Not Found"]);
+            }
+        }
+    }
+
+    public function getPoliciesbyEmpID() {
+        $received_data = $this->request->getPost();
+        $emp_id = $received_data['emp_id'];
+    
+        // Get all client policy IDs for the given employee
+        $policies = $this->employeePolicyModel
+            ->select('client_policy_id')
+            ->where('employee_id', $emp_id)
+            ->findAll();
+    
+        if (empty($policies)) {
+            return []; // Return empty if no policies found
+        }
+    
+        // Extract client policy IDs into an array
+        $policy_ids = array_column($policies, 'client_policy_id');
+    
+        // Fetch all policy names and IDs in one query
+        $policyNameandID = $this->clientPolicyModel
+            ->select('CONCAT(policy_type.policy_type, "-", client_policy.policy_no) as client_policy_name, client_policy.id as client_policy_value,client_policy.policy_type_id')
+            ->join('policy_type', 'policy_type.id = client_policy.policy_type_id AND policy_type.is_active = 1')
+            ->whereIn('client_policy.id', $policy_ids)
+            ->findAll();
+    
+        // dd($policyNameandID);
+        if ($policyNameandID){
+
+            return $this->respond(['status'=>true,'policy_data'=> $policyNameandID]);
+        }else{
+            return $this->respond(['status'=>false,'message'=> "Policy Not Found"]);
+        }
+    }
+
+    public function getCheckListAndConvertArrayToString($ticket_data)
+    {
+        $data = db_connect()->table('ticket_check_list')
+            ->where('is_active', 1)
+            ->where('ticket_type_id', $ticket_data['ticket_type_id'])
+            ->get()->getResultArray();
+
+        $data = !empty($data) ? implode("", array_map(fn($doc) => "<p>{$doc['document']}</p>", $data)) : "";
+        // $data = !empty($data) ? implode(", ", array_column($data, 'document')) : "";
+        // print_r($data); die;
+
+        return $data;
+    }
+
+    public function downloadClaimForm($insurer_id)
+    {   
+        $insurerModel = new InsurerModel();
+        $insurer_data = $insurerModel->where('MD5(id)', $insurer_id)->where('is_active', 1)->first();
+    
+        if (!$insurer_data) {
+            $data['message'] = 'The Physical File Not Found';
+            echo view('errors/404', $data);
+        }
+    
+        $fileName = $insurer_data['short_name'] . '.pdf';
+        $filePath = ROOTPATH . 'public/claim_sample_forms/' . $fileName;
+    
+        try {
+            if (file_exists($filePath)) {
+                return $this->response->download($filePath, null);
+            } else {
+                $data['message'] = 'The Physical File Not Found';
+                echo view('errors/404', $data);
+            }
+        } catch (\Exception $e) {
+            $this->myLogger->logme('error', $e->getMessage());
+            return $this->response->setStatusCode(500)->setBody('An error occurred while downloading the file.');
+        }
+    }
+    
 }

app/Helpers/ChatbotHelper.php

@@ -201,7 +201,7 @@ class ChatbotHelper
         $message = SELF::quotationRequestMailTemplate($data);
             
         $common = ['mail_type'=>'request_quotation_bot'];
-        $email_id = 'no-reply-otp@nhanceindia.in';
+        $email_id = getenv('email.enquiryMail');
         $res = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Quotation Request Received from bot.', 'message' => $message,'common'=>$common]);
 
         $res = json_decode($res);
@@ -224,13 +224,22 @@ class ChatbotHelper
     }
 
     public static function getReimbursementClaimStatus($chat_session_info){
+
+        $client_claim_status = [
+            'Received'      => [1,2,3,4],
+            'Under Process' => [5,6,7,10],
+            'Finished'      => [9,11,12],
+            'Rejected'      => [8],
+            'Cancelled'     => [13,14]
+        ];
         $emp_id = $chat_session_info['emp_id'];
+        log_message('error','emp_id'.$emp_id);
         $emp_code =  $chat_session_info['emp_code'];
         $client_id =  $chat_session_info['client_id'];
         $client_branch_id =  $chat_session_info['client_branch_id'];
 
         $ticketMaster = new TicketMasterModel();
-        $data = $ticketMaster->select('tcs.claim_status,ticket_master.claim_number,ticket_master.id')
+        $data = $ticketMaster->select('tcs.id as tcs_id,tcs.claim_status,ticket_master.claim_number,ticket_master.id,ticket_master.emp_name,ticket_master.emp_mail')
         // ->join('client_policy cp',"cp.client_id = {$client_id} and cp.client_branch_id = {$client_branch_id} and cp.policy_id = {$policy_id} and cp.is_active = 1")
         ->join('ticket_claim_status tcs',"ticket_master.claim_status_id = tcs.id and tcs.is_active = 1")
         ->where('ticket_master.emp_id',$emp_id)
@@ -238,14 +247,38 @@ class ChatbotHelper
         ->where('ticket_master.is_active',1)
         ->orderBy('ticket_master.created_at', 'DESC')
         ->first();
+        $server_claim_status = $data['tcs_id'];
+        $matched_key = null;
+        foreach ($client_claim_status as $key => $statuses) {
+            if (in_array($server_claim_status, $statuses)) {
+                $matched_key = $key;
+                break; // Stop loop once found
+            }
+        }
 
+        log_message('error','Data from ticket master'.json_encode($data));
+        // print_r($data);
+        // die();
         $ticket_controller = new TicketController();
 
-        if (!empty($data)){
+        if (!empty($data) && !empty($matched_key)){
             $ticket_id = $data['id'];
-            $mail_content = $ticket_controller->constructMailContent($ticket_id);
-            $mail_response = $ticket_controller->sendTrigger($mail_content);
-            return $data;
+            $mail_content = Self::ReimbursementStatusMailTemplate($data['emp_name'],$data['claim_number'],$matched_key);
+            $common = ['mail_type'=>'Claim Status'];
+            $email_id = $data['emp_mail'];
+            $res = MailHelper::send_email(['mail' => $email_id, 'subject' => 'Here is your claim status you requested in bot.', 'message' => $mail_content,'common'=>$common]);
+    
+            $res = json_decode($res);
+            log_message('error','res: '.json_encode($res));
+                if($res->status == 'success')
+            {
+                $data['client_status'] = $matched_key;
+                return $data;
+            }
+                else
+            {
+                return false;
+            }            
 
         }else{
             return false;
@@ -253,6 +286,283 @@ class ChatbotHelper
         
     }
 
+    public static function ReimbursementStatusMailTemplate($emp_name, $claim_number, $client_status) {
+        $template = '
+            <!DOCTYPE HTML PUBLIC "-//W3C//DTD XHTML 1.0 Transitional //EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-transitional.dtd">
+<html xmlns="http://www.w3.org/1999/xhtml" xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office">
+
+<head>
+  <!--[if gte mso 9]>
+<xml>
+  <o:OfficeDocumentSettings>
+    <o:AllowPNG/>
+    <o:PixelsPerInch>96</o:PixelsPerInch>
+  </o:OfficeDocumentSettings>
+</xml>
+<![endif]-->
+  <meta http-equiv="Content-Type" content="text/html; charset=UTF-8">
+  <meta name="viewport" content="width=device-width, initial-scale=1.0">
+  <meta name="x-apple-disable-message-reformatting">
+  <!--[if !mso]><!-->
+  <meta http-equiv="X-UA-Compatible" content="IE=edge"><!--<![endif]-->
+  <title></title>
+
+  <style type="text/css">
+    @media only screen and (min-width: 640px) {
+      .u-row {
+        width: 620px !important;
+      }
+
+      .u-row .u-col {
+        vertical-align: top;
+      }
+
+
+      .u-row .u-col-100 {
+        width: 620px !important;
+      }
+
+    }
+
+    @media only screen and (max-width: 640px) {
+      .u-row-container {
+        max-width: 100% !important;
+        padding-left: 0px !important;
+        padding-right: 0px !important;
+      }
+
+      .u-row {
+        width: 100% !important;
+      }
+
+      .u-row .u-col {
+        display: block !important;
+        width: 100% !important;
+        min-width: 320px !important;
+        max-width: 100% !important;
+      }
+
+      .u-row .u-col>div {
+        margin: 0 auto;
+      }
+
+
+      .u-row .u-col img {
+        max-width: 100% !important;
+      }
+
+    }
+
+    body {
+      margin: 0;
+      padding: 0
+    }
+
+    table,
+    td,
+    tr {
+      border-collapse: collapse;
+      vertical-align: top
+    }
+
+    .ie-container table,
+    .mso-container table {
+      table-layout: fixed
+    }
+
+    * {
+      line-height: inherit
+    }
+
+    a[x-apple-data-detectors=true] {
+      color: inherit !important;
+      text-decoration: none !important
+    }
+
+
+    table,
+    td {
+      color: #000000;
+    }
+  </style>
+
+
+
+</head>
+
+<body class="clean-body u_body" style="margin: 0;padding: 0;-webkit-text-size-adjust: 100%;background-color: #F9F9F9;color: #000000">
+  <!--[if IE]><div class="ie-container"><![endif]-->
+  <!--[if mso]><div class="mso-container"><![endif]-->
+  <table style="border-collapse: collapse;table-layout: fixed;border-spacing: 0;mso-table-lspace: 0pt;mso-table-rspace: 0pt;vertical-align: top;min-width: 320px;Margin: 0 auto;background-color: #F9F9F9;width:100%" cellpadding="0" cellspacing="0">
+    <tbody>
+      <tr style="vertical-align: top">
+        <td style="word-break: break-word;border-collapse: collapse !important;vertical-align: top">
+          <!--[if (mso)|(IE)]><table width="100%" cellpadding="0" cellspacing="0" border="0"><tr><td align="center" style="background-color: #F9F9F9;"><![endif]-->
+
+
+
+          <div class="u-row-container" style="padding: 0px;background-color: transparent">
+            <div class="u-row" style="margin: 0 auto;min-width: 320px;max-width: 620px;overflow-wrap: break-word;word-wrap: break-word;word-break: break-word;background-color: transparent;">
+              <div style="border-collapse: collapse;display: table;width: 100%;height: 100%;background-color: transparent;">
+                <!--[if (mso)|(IE)]><table width="100%" cellpadding="0" cellspacing="0" border="0"><tr><td style="padding: 0px;background-color: transparent;" align="center"><table cellpadding="0" cellspacing="0" border="0" style="width:620px;"><tr style="background-color: transparent;"><![endif]-->
+
+                <!--[if (mso)|(IE)]><td align="center" width="620" style="width: 620px;padding: 0px;border-top: 0px solid transparent;border-left: 0px solid transparent;border-right: 0px solid transparent;border-bottom: 0px solid transparent;border-radius: 0px;-webkit-border-radius: 0px; -moz-border-radius: 0px;" valign="top"><![endif]-->
+                <div class="u-col u-col-100" style="max-width: 320px;min-width: 620px;display: table-cell;vertical-align: top;">
+                  <div style="height: 100%;width: 100% !important;border-radius: 0px;-webkit-border-radius: 0px; -moz-border-radius: 0px;">
+                    <!--[if (!mso)&(!IE)]><!-->
+                    <div style="box-sizing: border-box; height: 100%; padding: 0px;border-top: 0px solid transparent;border-left: 0px solid transparent;border-right: 0px solid transparent;border-bottom: 0px solid transparent;border-radius: 0px;-webkit-border-radius: 0px; -moz-border-radius: 0px;"><!--<![endif]-->
+
+                      <table style="font-family:times new roman,times;" role="presentation" cellpadding="0" cellspacing="0" width="100%" border="0">
+                        <tbody>
+                          <tr>
+                            <td style="overflow-wrap:break-word;word-break:break-word;padding:10px;font-family:times new roman,times;" align="left">
+
+                              <table width="100%" cellpadding="0" cellspacing="0" border="0">
+                                <tr>
+                                  <td style="padding-right: 0px;padding-left: 0px;" align="center">
+
+                                    <img align="center" border="0" src="https://assets.unlayer.com/projects/263979/1739609649412-nhance_logo.png?w=372px" alt="" title="" style="outline: none;text-decoration: none;-ms-interpolation-mode: bicubic;clear: both;display: inline-block !important;border: none;height: auto;float: none;width: 31%;max-width: 186px;" width="186" />
+
+                                  </td>
+                                </tr>
+                              </table>
+
+                            </td>
+                          </tr>
+                        </tbody>
+                      </table>
+
+                      <!--[if (!mso)&(!IE)]><!-->
+                    </div><!--<![endif]-->
+                  </div>
+                </div>
+                <!--[if (mso)|(IE)]></td><![endif]-->
+                <!--[if (mso)|(IE)]></tr></table></td></tr></table><![endif]-->
+              </div>
+            </div>
+          </div>
+
+
+
+
+
+          <div class="u-row-container" style="padding: 0px;background-color: transparent">
+            <div class="u-row" style="margin: 0 auto;min-width: 320px;max-width: 620px;overflow-wrap: break-word;word-wrap: break-word;word-break: break-word;background-color: transparent;">
+              <div style="border-collapse: collapse;display: table;width: 100%;height: 100%;background-color: transparent;">
+                <!--[if (mso)|(IE)]><table width="100%" cellpadding="0" cellspacing="0" border="0"><tr><td style="padding: 0px;background-color: transparent;" align="center"><table cellpadding="0" cellspacing="0" border="0" style="width:620px;"><tr style="background-color: transparent;"><![endif]-->
+
+                <!--[if (mso)|(IE)]><td align="center" width="620" style="width: 620px;padding: 0px;border-top: 0px solid transparent;border-left: 0px solid transparent;border-right: 0px solid transparent;border-bottom: 0px solid transparent;" valign="top"><![endif]-->
+                <div class="u-col u-col-100" style="max-width: 320px;min-width: 620px;display: table-cell;vertical-align: top;">
+                  <div style="height: 100%;width: 100% !important;">
+                    <!--[if (!mso)&(!IE)]><!-->
+                    <div style="box-sizing: border-box; height: 100%; padding: 0px;border-top: 0px solid transparent;border-left: 0px solid transparent;border-right: 0px solid transparent;border-bottom: 0px solid transparent;"><!--<![endif]-->
+
+                      <table style="font-family:times new roman,times;" role="presentation" cellpadding="0" cellspacing="0" width="100%" border="0">
+                        <tbody>
+                          <tr>
+                            <td style="overflow-wrap:break-word;word-break:break-word;padding:10px;font-family:times new roman,times;" align="left">
+
+                              <div style="font-size: 14px; line-height: 140%; text-align: left; word-wrap: break-word;">
+                                <p style="line-height: 140%; margin: 0px;">&nbsp;</p>
+                                <p style="line-height: 140%; margin: 0px;">Dear [[member_name]],</p>
+                                <p style="line-height: 140%; margin: 0px;">Your Claim Number [[claim_number]] is currently in the <strong>[[status]]</strong> status with us.</p>
+                                <p style="line-height: 140%; margin: 0px;">&nbsp;</p>
+                                <p style="line-height: 140%; margin: 0px;">&nbsp;</p>
+                              </div>
+
+                            </td>
+                          </tr>
+                        </tbody>
+                      </table>
+
+                      <!--[if (!mso)&(!IE)]><!-->
+                    </div><!--<![endif]-->
+                  </div>
+                </div>
+                <!--[if (mso)|(IE)]></td><![endif]-->
+                <!--[if (mso)|(IE)]></tr></table></td></tr></table><![endif]-->
+              </div>
+            </div>
+          </div>
+
+
+
+
+
+          <div class="u-row-container" style="padding: 0px;background-color: transparent">
+            <div class="u-row" style="margin: 0 auto;min-width: 320px;max-width: 620px;overflow-wrap: break-word;word-wrap: break-word;word-break: break-word;background-color: transparent;">
+              <div style="border-collapse: collapse;display: table;width: 100%;height: 100%;background-color: transparent;">
+                <!--[if (mso)|(IE)]><table width="100%" cellpadding="0" cellspacing="0" border="0"><tr><td style="padding: 0px;background-color: transparent;" align="center"><table cellpadding="0" cellspacing="0" border="0" style="width:620px;"><tr style="background-color: transparent;"><![endif]-->
+
+                <!--[if (mso)|(IE)]><td align="center" width="620" style="width: 620px;padding: 0px;border-top: 0px solid transparent;border-left: 0px solid transparent;border-right: 0px solid transparent;border-bottom: 0px solid transparent;border-radius: 0px;-webkit-border-radius: 0px; -moz-border-radius: 0px;" valign="top"><![endif]-->
+                <div class="u-col u-col-100" style="max-width: 320px;min-width: 620px;display: table-cell;vertical-align: top;">
+                  <div style="height: 100%;width: 100% !important;border-radius: 0px;-webkit-border-radius: 0px; -moz-border-radius: 0px;">
+                    <!--[if (!mso)&(!IE)]><!-->
+                    <div style="box-sizing: border-box; height: 100%; padding: 0px;border-top: 0px solid transparent;border-left: 0px solid transparent;border-right: 0px solid transparent;border-bottom: 0px solid transparent;border-radius: 0px;-webkit-border-radius: 0px; -moz-border-radius: 0px;"><!--<![endif]-->
+
+                      <table style="font-family:times new roman,times;" role="presentation" cellpadding="0" cellspacing="0" width="100%" border="0">
+                        <tbody>
+                          <tr>
+                            <td style="overflow-wrap:break-word;word-break:break-word;padding:10px;font-family:times new roman,times;" align="left">
+
+                              <div>
+                                <img alt="Alternate image text" src="https://ci3.googleusercontent.com/meips/ADKq_NZ1tC_lDp1mJDJ6iwpQvycq0vGPIeb0bF_z4SVXl6h2csrbTBpjuVtXZuXhPHAIRyGfRvc30Y83qZtaXRsM4_p2B9-yGkYAS56f6UraLELku6bQTXbhUaAyXGeq8TndT-y0vuvSLRhMi8iS9xL62fcwJ8r-MqMCdiwLcvuYRFZHcWeuPmkC_ByeA0H0v3lVozfDHgTThXzpuzsfkMMhg4wcUoxWxVNg4GNkS9dv=s0-d-e1-ft#https://res.cloudinary.com/mailmodo/image/upload/v1731739899/editor/p/86755bd3-1482-4348-86df-ac4c01829407/93af6a8f9f9d7c81c28b1b51d9127cea_fv4fpe.gif" width="22" height="auto" class="CToWUd __web-inspector-hide-shortcut__" data-bit="iit" style="border: 0px solid transparent; height: auto; line-height: 13px; outline: 0px; text-decoration: none; object-fit: cover; border-radius: 0px; display: block; width: 21.9907px; font-size: 13px; margin-left: auto; margin-right: auto;">
+                              </div>
+
+                            </td>
+                          </tr>
+                        </tbody>
+                      </table>
+
+                      <table style="font-family:times new roman,times;" role="presentation" cellpadding="0" cellspacing="0" width="100%" border="0">
+                        <tbody>
+                          <tr>
+                            <td style="overflow-wrap:break-word;word-break:break-word;padding:10px;font-family:times new roman,times;" align="left">
+
+                              <div style="font-size: 14px; line-height: 140%; text-align: center; word-wrap: break-word;">
+                                <p style="line-height: 140%; margin: 0px;">ⓒ2024 Nhance India Insurance Broking Pvt Ltd</p>
+                              </div>
+
+                            </td>
+                          </tr>
+                        </tbody>
+                      </table>
+
+                      <!--[if (!mso)&(!IE)]><!-->
+                    </div><!--<![endif]-->
+                  </div>
+                </div>
+                <!--[if (mso)|(IE)]></td><![endif]-->
+                <!--[if (mso)|(IE)]></tr></table></td></tr></table><![endif]-->
+              </div>
+            </div>
+          </div>
+
+
+
+          <!--[if (mso)|(IE)]></td></tr></table><![endif]-->
+        </td>
+      </tr>
+    </tbody>
+  </table>
+  <!--[if mso]></div><![endif]-->
+  <!--[if IE]></div><![endif]-->
+</body>
+
+</html>
+        ';
+    
+        // Replace placeholders with actual values
+        $replacedTemplate = str_replace(
+            ['[[member_name]]', '[[claim_number]]', '[[status]]'],
+            [$emp_name, $claim_number, $client_status],
+            $template
+        );
+    
+        return $replacedTemplate;
+    }
+    
+
     
 }
 

app/Helpers/DepositHelper.php

@@ -63,6 +63,7 @@ class DepositHelper
             'updated_by' => $data['updated_by'],
             'balance' => $newBalance, // Include the new balance in the data array
             'cd_ac_pk'=> isset($data['cd_ac_pk'])?$data['cd_ac_pk']:null,
+            'record_date' => $data['record_date'] ?? null
         ];
 
         // Insert data and get the insert ID

app/Helpers/excel_util_helper.php

@@ -682,7 +682,7 @@ if (!function_exists('generate_relationship_code'))
         $slug = \Config\Services::slug();
         $relationship_code = $slug->slugify($arr['relationship']);
         $emp_type_code = ($relationship_code == 'self' ? 'EMP_TYP_01' : 'EMP_TYP_03');
-        $relationship_code = $gender[ $arr['gender'] ] . $relationship[ $relationship_code ] ;
+        $relationship_code = $gender[ trim($arr['gender']) ] . $relationship[ trim($relationship_code) ];
         return ['relationship_code' => $relationship_code,'emp_type_code' => $emp_type_code];
     }
 }
@@ -2173,20 +2173,21 @@ if(!function_exists('group_slab_rates_basedon_name'))
 
 
 //this key generating mandantory for display employee info in enrolment app w/o error
-if(!function_exists('generate_family_floater_key'))
-{
+if (!function_exists('generate_family_floater_key')) {
     function generate_family_floater_key($relationship)
     {
         if (strtolower(trim($relationship)) === 'mother' || strtolower(trim($relationship)) === 'father') {
-                            $relation = 'parent';
-                        } else if(strtolower(trim($relationship)) === 'son' || strtolower(trim($relationship)) === 'daughter'){
-                            $relation = 'child';
-                        }else if(strtolower(trim($relationship)) === 'father in Law' || strtolower(trim($relationship)) === 'mother in Law'){
-                            $relation = 'parent_in_law';
-                        }else if(strtolower(trim($relationship)) === 'spouse'){
-                            $relation = 'spouse';
-                        }else{
-                            $relation = 'self';
-                        }
+            $relation = 'parent';
+        } else if (strtolower(trim($relationship)) === 'son' || strtolower(trim($relationship)) === 'daughter') {
+            $relation = 'child';
+        } else if (strtolower(trim($relationship)) === 'father in Law' || strtolower(trim($relationship)) === 'mother in Law') {
+            $relation = 'parent_in_law';
+        } else if (strtolower(trim($relationship)) === 'spouse') {
+            $relation = 'spouse';
+        } else {
+            $relation = 'self';
+        }
+
+        return $relation;
     }
 }

app/Helpers/sendMailNotification.php

@@ -1247,7 +1247,7 @@ class sendMailNotification
             $subject = $notification['subject'];
             
             $rand_string = 'HX3kUh';
-            $link = generate_download_link($rand_string);
+            $link = generate_download_link($rand_string).'/1';
 
             $name = 'John Doe';
             $mobile = 9080706050;

app/Models/ClientDepositModel.php

@@ -27,7 +27,8 @@ class ClientDepositModel extends Model
         "endorsement_no",
         "event_name",
         "unit",
-        "cd_ac_pk"
+        "cd_ac_pk",
+        "record_date"
     ];
 
    

app/Models/ClientPolicyModel.php

@@ -259,6 +259,7 @@ class ClientPolicyModel extends Model
         ->select('SUM(CASE WHEN sub_type = 3 THEN amount ELSE 0 END) AS total_refund')
         ->where('client_id', $clientId)
         ->where('insurer_id', $insurerId)
+        ->where('cash_deposit.is_active', 1)
         ->get()
         ->getRow();
 }

app/Models/EmployeeModel.php

@@ -149,7 +149,21 @@ class EmployeeModel extends Model
     {
 
         return $this->db->table('employee_polices')
-                        ->select(' policy_type.long_name as Policy_Name , client_policy.policy_terms as Policy_Terms, client_policy.client_id as ClientId, client_policy.policy_id as PolicyId,client_policy.id as ClientPolicyId, client_policy.open_for_enrollment as OpenForEnrollment,client_policy.disclaimer,client_policy.policy_type_id , employee_polices.tpa_id as tpa_id , employee_polices.rand_string as rand_string') // Select all columns from both tables
+                        ->select(' 
+                            policy_type.long_name as Policy_Name , 
+                            client_policy.policy_terms as Policy_Terms, 
+                            client_policy.client_id as ClientId, 
+                            client_policy.policy_id as PolicyId,
+                            client_policy.id as ClientPolicyId, 
+                            CASE 
+                                WHEN client_policy.open_for_enrollment IS NULL THEN 0 
+                                ELSE client_policy.open_for_enrollment 
+                            END AS OpenForEnrollment,
+                            client_policy.disclaimer,
+                            client_policy.policy_type_id , 
+                            employee_polices.tpa_id as tpa_id , 
+                            employee_polices.rand_string as rand_string
+                        ', FALSE) // Select all columns from both tables
                         ->join('client_policy', 'client_policy.id = employee_polices.client_policy_id')
                         ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
                         ->where('client_policy.policy_status', 1)
@@ -240,9 +254,9 @@ class EmployeeModel extends Model
         return $results;
     }
 
-    public function getEmployeeByEmployeeCode($emp_code)
+    public function getEmployeeByEmployeeCode($emp_code, $client_policy_id = null, $client_id = null)
     {
-        return $this->select("
+        $query =  $this->select("
             employees.id AS emp_id,
             employees.name AS emp_name,
             employees.emp_code,
@@ -255,10 +269,39 @@ class EmployeeModel extends Model
         ->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
         ->where('employees.is_active', 1)
         ->where('employee_polices.is_active', 1)
-        ->where('employees.emp_code', $emp_code)    
-        ->groupBy('employees.id')
-        ->findAll();
+        ->where('employees.emp_code', $emp_code);
+
+        if(!empty($client_id)){
+            $query->where('employees.client_id', $client_id);    
+        }
+
+        if(!empty($client_policy_id)){
+            $query->where('employee_polices.client_policy_id', $client_policy_id);    
+        }
+
+        $query->groupBy('employees.id');
+        $data = $query->findAll();
+
+        return $data;
+
+
     }
 
+    public function getAcmUsingClientID($client_id)
+    {
+        return $this->db->table('client_rm')
+            ->select('user_profiles.id, user_profiles.first_name')
+            ->join('user_profiles', 'client_rm.user_id = user_profiles.id')
+            ->where([
+                'client_rm.level' => 3,
+                'user_profiles.role' => 3,
+                'client_rm.is_active' => 1,
+                'user_profiles.is_active' => 1,
+                'client_rm.client_id' => $client_id
+            ])
+            ->get()
+            ->getResultArray();
+    }
+    
 }
 

app/Models/EmployeePolicyModel.php

@@ -886,7 +886,6 @@ class EmployeePolicyModel extends Model
 
             LEFT JOIN (
                 SELECT 
-                    emp_code,
                     group_key,
                     MAX(CASE WHEN field_name = 'emp_status' THEN new_value END) AS empstatus,
                     MAX(CASE WHEN field_name = 'change_event' THEN new_value END) AS changeevent,
@@ -902,7 +901,7 @@ class EmployeePolicyModel extends Model
                     group_key
                     
             ) AS deletiondata 
-            ON a.emp_code = deletiondata.emp_code AND a.status != 'truncated'
+            ON a.group_key = deletiondata.group_key AND a.status != 'truncated'
         
             LEFT JOIN 
             (
@@ -1682,7 +1681,10 @@ class EmployeePolicyModel extends Model
 
     // reverse the employee policy table data for the truncated the deletion file
     public function updateEmployeePolicyTruncateReverse($file_id)
-    {
+    {   
+        log_message('error', 'updateEmployeePolicyTruncateReverse model function called');
+        log_message('error', 'FILE ID : {data}', ['data' => $file_id]);
+
         $this->db->query("
             UPDATE employee_polices
             SET 
@@ -1690,7 +1692,7 @@ class EmployeePolicyModel extends Model
                 status = 'active',
                 date_of_exit = NULL,
                 reason_for_exit = NULL,
-                claim_status = 0,
+                claim_status = 0
             WHERE 
                 id IN (
                     SELECT pk 

app/Models/LeadsModel.php

@@ -120,10 +120,10 @@ class LeadsModel extends Model
         return $data;
     }
 
-    public function getLeadDataForLising()
+    public function getLeadDataForLising($where = null)
     {
 
-        return $this->select('
+        $data = $this->select('
                         leads.*,
                         kyc_entity_type.name as entity_type,
                         policy_type.policy_type,
@@ -144,13 +144,16 @@ class LeadsModel extends Model
 
                         ) AS rfq_count
                 ')
-                ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
-                ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
-                ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
-                ->where('leads.is_active', 1)
-                ->orderBy('id', 'desc')
-                ->findAll();
+        ->join('kyc_entity_type', 'leads.entity_type_id = kyc_entity_type.id', 'left')
+        ->join('user_profiles', 'leads.salse_person_id = user_profiles.id', 'left')
+        ->join('policy_type', 'leads.policy_type_id = policy_type.id', 'left')
+        ->where('leads.is_active', 1);
 
+        if (!empty($where)) {
+            $data->where($where);
+        }
+
+        return $data->orderBy('leads.id', 'desc')->findAll();
     }
 
     public function getLeadForInsertClientList($type = null, $client_id = null)

app/Models/PTCOShareDetailsModel.php

@@ -66,6 +66,8 @@ class PTCOShareDetailsModel extends Model
         'statement_id',
         'follower_policy_no',
         'non_comm_per_amt',
+        'cotp_amt',
+        'cotep_amt',
     ];
 
     public function getNonReconcileredPolicyTransactions(string $insurer_id,string $insurer_branch_id)

app/Models/PolicyTransactionModel.php

@@ -318,6 +318,280 @@ class PolicyTransactionModel extends Model
 
     // BDS Report NEW Functin for QUERY
     // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
+
+    // public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
+    // {   
+
+    //     $date_condition = '';
+    //     if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
+    //         $date_condition = "
+    //              AND insurer_statements.month >= '".$start_date ."'
+    //              AND insurer_statements.month <= '".$end_date ."'
+    //         ";
+    //     }
+
+    //     $builder = $this->db->table('policy_transaction')
+    //         ->select("
+    //             policy_transaction.*,
+    //             DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+    //             DATE_FORMAT(
+    //                 IF(policy_transaction.month IS NULL, 
+    //                 policy_transaction.policy_issue_date, 
+    //                 policy_transaction.month), 
+    //                 '%b %Y') AS policy_issue_month,
+    //             CASE
+    //                 WHEN clients.client_type = 1 THEN 'Group'
+    //                 WHEN clients.client_type = 2 THEN 'Retail'
+    //                 ELSE '-'
+    //             END AS client_type,
+    //             CASE
+    //                 WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+    //                 ELSE 'Renewal'
+    //             END AS revenue_type,
+    //             CASE
+    //                 WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+    //                 ELSE 'Endorsement'
+    //             END AS action_type,
+    //             clients.client_name AS client_name,
+    //             clients.short_name AS client_short_name,
+    //             client_branch.branch_name AS client_branch_name,
+    //             client_branch.address1 AS client_address,
+    //             policy_type.policy_type,
+    //             policy_type.bap,
+    //             insurers.name AS insurer_name,
+    //             insurers.short_name AS insurer_short_name,
+    //             insurer_branch.branch_name AS insurer_branch_name,
+    //             insurer_branch.branch_code AS insurer_branch_code,
+    //             user_profiles.first_name as user_name,
+    //             vehicle.vehicle_no,
+    //             tpa.name as tpa_name,
+    //             pt_co_share_details.remark as remarks,
+    //             pt_co_share_details.bp_amt,
+    //             pt_co_share_details.exp_amt,
+    //             pt_co_share_details.id as pt_id,
+    //             sales_user.first_name as salse_person_name,
+    //             service_user.first_name as service_person_name,
+
+    //             ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
+
+    //             ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
+
+    //             ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
+
+    //             ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
+
+    //             DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+
+    //             (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+
+    //             pt_co_share_details.agreed_bp_per,
+    //             ROUND(
+    //             (
+    //                 SELECT
+    //                 (
+    //                     SUM(co_share_stmt_details.actual_bp_brokerage_amt) + 
+    //                     SUM(co_share_stmt_details.actual_tp_brokerage_amt) + 
+    //                     SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
+    //                     SUM(co_share_stmt_details.reward) 
+
+    //                 ) AS total_irda_amt
+    //                 FROM
+    //                 co_share_stmt_details
+    //                 JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+    //                 WHERE
+    //                 co_share_stmt_details.co_share_id = pt_co_share_details.id
+    //                 AND co_share_stmt_details.is_active = 1
+    //                 AND insurer_statements.is_active = 1
+    //                 $date_condition
+    //             ),
+    //             2
+    //             ) AS total_irda_amt,
+    //             ROUND(
+    //             (
+    //                 SELECT
+    //                 (
+    //                     SUM(co_share_stmt_details.reward) 
+
+    //                 ) AS reward
+    //                 FROM
+    //                 co_share_stmt_details
+    //                 JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+    //                 WHERE
+    //                 co_share_stmt_details.co_share_id = pt_co_share_details.id
+    //                 AND co_share_stmt_details.is_active = 1
+    //                 AND insurer_statements.is_active = 1
+    //                 $date_condition
+    //             ),
+    //             2
+    //             ) AS reward,
+
+    //             ROUND(
+    //             (
+    //                 SELECT
+    //                 SUM(
+    //                     COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) + 
+    //                     COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) + 
+    //                     COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+    //                     COALESCE(co_share_stmt_details.reward, 0) 
+    //                 ) AS total_irda_amt
+    //                 FROM
+    //                 co_share_stmt_details
+    //                 JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+    //                 JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+    //                 WHERE
+    //                 co_share_stmt_details.co_share_id = pt_co_share_details.id
+    //                 AND co_share_stmt_details.is_active = 1
+    //                 AND pt_table.is_active = 1
+    //                 AND insurer_statements.is_active = 1
+    //                 AND insurer_statements.invoice_status IS NOT NULL
+    //                 $date_condition
+                   
+    //             ),
+    //             2
+    //             ) AS billed_amt,
+
+    //             ROUND(
+    //             (
+    //                 (
+    //                     SELECT
+    //                         SUM(
+    //                             COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) 
+    //                             + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) 
+    //                             + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+    //                             + COALESCE(co_share_stmt_details.reward, 0)
+    //                         )
+    //                     FROM
+    //                         co_share_stmt_details
+    //                     JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+    //                     WHERE
+    //                         co_share_stmt_details.co_share_id = pt_co_share_details.id
+    //                         AND co_share_stmt_details.is_active = 1
+    //                         $date_condition
+    //                 )
+    //                 -
+    //                 (
+    //                     SELECT
+    //                         SUM(
+    //                             COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) 
+    //                             + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) 
+    //                             + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+    //                             + COALESCE(co_share_stmt_details.reward, 0)
+    //                         )
+    //                     FROM
+    //                         co_share_stmt_details
+    //                     JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+    //                     JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+    //                     WHERE
+    //                         co_share_stmt_details.co_share_id = pt_co_share_details.id
+    //                         AND co_share_stmt_details.is_active = 1
+    //                         AND pt_table.is_active = 1
+    //                         AND insurer_statements.is_active = 1
+    //                         AND insurer_statements.invoice_status IS NULL
+    //                         $date_condition
+    //                 )
+    //             ), 
+    //             2
+    //             ) AS unbilled_amt
+
+    //         ")
+    //         ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+    //         // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
+    //         ->join('clients', 'clients.id = policy_transaction.client_id')
+    //         ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+    //         ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+    //         ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+    //         ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+    //         ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+    //         ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+    //         ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+    //         ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+    //         ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+    //         ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+    //         ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+    //         ->where('policy_transaction.is_active', 1)  
+    //         ->where('pt_co_share_details.is_active', 1);
+        
+    //     // Check if the start date and end date are provided
+    //     if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+
+    //         $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+    //         $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+    //         $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+    //                 ->where('policy_transaction.'.$date_type.'<=', $endDate);
+
+    //     }
+
+    //     // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
+
+    //     //     $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+    //     //     $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+    //     //     $builder->where('policy_transaction.month >=', $startDate)
+    //     //     ->where('policy_transaction.month <=', $endDate);
+    //     // }
+
+    //     // Conditionally join insurer_statements if $date_type == 'statement_month'
+    //     if ($date_type == 'statement_month'  && $start_date != 0 && $end_date != 0) {
+    //         $startDate = date('Y-m-d', strtotime($start_date));
+    //         $endDate = date('Y-m-d', strtotime($end_date));
+
+    //         $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
+    //         ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
+    //         ->where('insurer_statements.is_active', 1)
+    //         ->where('insurer_statements.month >=', $startDate)
+    //         ->where('insurer_statements.month <=', $endDate)
+    //         ->groupBy('co_share_stmt_details.co_share_id');
+    //     }
+
+    //     if ($client_id != 0) {
+    //         $builder->where('policy_transaction.client_id', $client_id);
+    //     }
+    
+    //     if ($insurer_id != 0) {
+    //         $builder->where('policy_transaction.insurer_id', $insurer_id);
+    //     }
+
+    //     if ($client_branch_id != 0) {
+    //         $builder->where('policy_transaction.client_branch_id', $client_branch_id);
+    //     }
+    
+    //     if ($insurer_branch_id != 0) {
+    //         $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+    //     }
+
+    //     if ($client_policy_id != 0) {
+    //         $builder->where('policy_transaction.client_policy_id', $client_policy_id);
+    //     }
+
+
+    
+    //     if ($policy_type_id != 0) {
+    //         $builder->where('client_policy.policy_type_id', $policy_type_id);
+    //     }
+    
+    //     if ($issuer != 0) {
+    //         $builder->where('policy_transaction.issuer', $issuer);
+    //     }
+
+    //     if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+    //         $fromDate = date('Y-m-d', strtotime('-30 days'));
+    //         $toDate = date('Y-m-d 23:59:59');
+    
+    //         $builder->where('policy_transaction.created_at >=', $fromDate)
+    //                 ->where('policy_transaction.created_at <=', $toDate);
+
+    //     }
+
+    //     $builder->orderBy('policy_transaction.id', 'desc');
+
+    //     $result = $builder->get()->getResultArray();
+
+    //     // dd($this->db->getLastQuery());
+    
+    //     return $result;
+    // }
+
     public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
     {   
 
@@ -365,19 +639,19 @@ class PolicyTransactionModel extends Model
                 vehicle.vehicle_no,
                 tpa.name as tpa_name,
                 pt_co_share_details.remark as remarks,
-                pt_co_share_details.bp_amt,
+                pt_co_share_details.cop_amt as bp_amt,
                 pt_co_share_details.exp_amt,
                 pt_co_share_details.id as pt_id,
                 sales_user.first_name as salse_person_name,
                 service_user.first_name as service_person_name,
 
-                ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
+                ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS premium_wo_gst,
 
-                ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
+                ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2) AS gst_amount,
 
-                ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
+                ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) + ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
 
-                ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
+                ROUND((pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS tp_or_ter,
 
                 DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
 
@@ -501,8 +775,8 @@ class PolicyTransactionModel extends Model
             ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
             ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
             ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
-            ->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
-            ->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
             ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
             ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
             ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
@@ -591,9 +865,89 @@ class PolicyTransactionModel extends Model
         return $result;
     }
     
+    // public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    // {
+    //     // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
+    //     $builder = $this->db->table('policy_transaction')
+    //         ->select('
+    //             policy_transaction.*, 
+    //             clients.short_name AS client_short_name,
+    //             clients.client_code,
+    //             clients.client_type,
+    //             clients.client_name,
+    //             client_branch.branch_name AS client_branch_name,
+    //             insurers.name AS insurer_name,
+    //             insurers.short_name AS insurer_short_name,
+    //             policy_type.policy_type,
+    //             pt_co_share_details.agreed_amt AS amount,
+    //             pt_co_share_details.bp_amt AS bp,
+    //             pt_co_share_details.tp_amt AS tp
+    //         ')
+    //         ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+    //         ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
+    //         ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+    //         ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+    //         ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+    //         ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+    //         ->where('policy_transaction.is_active', 1)
+    //         ->where('policy_transaction.action_type', 'inception');
+
+    //     if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
+
+    //         $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+    //         $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
+
+    //         $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
+    //                 ->where('policy_transaction.'.$date_type.'<=', $endDate);
+    //     }else{
+
+    //         // $fromDate = date('Y-m-d', strtotime('-30 days'));
+    //         // $toDate = date('Y-m-d 23:59:59');
+    
+    //         // $builder->where('policy_transaction.created_at >=', $fromDate)
+    //         //         ->where('policy_transaction.created_at <=', $toDate);
+    //     }
+
+    //     if ($client_id != 0) {
+    //         $builder->where('policy_transaction.client_id', $client_id);
+    //     }
+    
+    //     if ($insurer_id != 0) {
+    //         $builder->where('policy_transaction.insurer_id', $insurer_id);
+    //     }
+    
+    //     if ($policy_type_id != 0) {
+    //         $builder->where('client_policy.policy_type_id', $policy_type_id);
+    //     }
+    
+    //     if ($issuer != 0) {
+    //         $builder->where('policy_transaction.issuer', $issuer);
+    //     }
+    //     if ($status != 0) {
+    //         $builder->where('policy_transaction.status', $status);
+    //     }
+
+    //     if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
+
+    //         $fromDate = date('Y-m-d', strtotime('-30 days'));
+    //         $toDate = date('Y-m-d 23:59:59');
+    
+    //         $builder->where('policy_transaction.created_at >=', $fromDate)
+    //                 ->where('policy_transaction.created_at <=', $toDate);
+
+    //     }
+        
+    //     $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
+
+    //     $result = $builder->get()->getResultArray();
+
+    //     // dd($this->db->getLastQuery());
+
+    //     return $result;
+    // }
+
     public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     {
-        // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
         $builder = $this->db->table('policy_transaction')
             ->select('
                 policy_transaction.*, 
@@ -607,7 +961,8 @@ class PolicyTransactionModel extends Model
                 policy_type.policy_type,
                 pt_co_share_details.agreed_amt AS amount,
                 pt_co_share_details.bp_amt AS bp,
-                pt_co_share_details.tp_amt AS tp
+                pt_co_share_details.tp_amt AS tp,
+                clients.pan
             ')
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
@@ -618,59 +973,44 @@ class PolicyTransactionModel extends Model
             ->where('policy_transaction.is_active', 1)
             ->where('policy_transaction.action_type', 'inception');
 
-        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
-
-            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
-            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
-
-            $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
-                    ->where('policy_transaction.'.$date_type.'<=', $endDate);
-        }else{
-
-            // $fromDate = date('Y-m-d', strtotime('-30 days'));
-            // $toDate = date('Y-m-d 23:59:59');
-    
-            // $builder->where('policy_transaction.created_at >=', $fromDate)
-            //         ->where('policy_transaction.created_at <=', $toDate);
+        // Optimize Date Filtering
+        if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
+            $builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
+                    ->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
         }
 
-        if ($client_id != 0) {
+        // Apply Filters Only When Necessary
+        if (!empty($client_id)) {
             $builder->where('policy_transaction.client_id', $client_id);
         }
-    
-        if ($insurer_id != 0) {
+        if (!empty($insurer_id)) {
             $builder->where('policy_transaction.insurer_id', $insurer_id);
         }
-    
-        if ($policy_type_id != 0) {
+        if (!empty($policy_type_id)) {
             $builder->where('client_policy.policy_type_id', $policy_type_id);
         }
-    
-        if ($issuer != 0) {
+        if (!empty($issuer)) {
             $builder->where('policy_transaction.issuer', $issuer);
         }
-        if ($status != 0) {
+        if (!empty($status)) {
             $builder->where('policy_transaction.status', $status);
         }
 
-        if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
-
+        // Default to Last 30 Days if No Filters Are Applied
+        if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer)) {
             $fromDate = date('Y-m-d', strtotime('-30 days'));
             $toDate = date('Y-m-d 23:59:59');
-    
+
             $builder->where('policy_transaction.created_at >=', $fromDate)
                     ->where('policy_transaction.created_at <=', $toDate);
-
         }
-        
+
+        // Optimize Query Execution
         $builder->orderBy('policy_transaction.id', 'desc');
 
-        $result = $builder->get()->getResultArray();
-
-        // dd($this->db->getLastQuery());
-
-        return $result;
+        return $builder->get()->getResultArray();
     }
+
     
     public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
     {
@@ -761,7 +1101,7 @@ class PolicyTransactionModel extends Model
 
                 pt_co_share_details.exp_amt,
                 pt_co_share_details.variance,
-                ROUND ( (pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt),2) as original_premium,
+                ROUND ( (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt),2) as original_premium,
                 ROUND(
                 (
                     SELECT
@@ -779,7 +1119,7 @@ class PolicyTransactionModel extends Model
                 ) AS statement_premium,
 
                                COALESCE(
-                    (pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 0
+                    (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 0
                 ) - 
                 COALESCE(
                     (

app/Models/RFQModel.php

@@ -77,6 +77,7 @@ class RFQModel extends Model
             ->where('rfq.lead_id', $lead_id)
             // ->where('rfq.type', $type)
             ->where('rfq.is_active', 1)
+            ->orderBy('rfq.id', 'desc')
             ->first();
 
         }

app/Models/TicketMasterModel.php

@@ -64,7 +64,18 @@ class TicketMasterModel extends Model
         'utr_details',
         'settle_letter',
         'is_head_approved',
-    ];
+
+        'return_remark',
+        'cancel_remark',
+        'awb_no_courier_name',
+
+        'non_id_reason',
+        'head_rejection_reason',
+        'pay_initiate_date',
+        'emp_personal_mail',
+        'client_policy_id'
+        
+    ]; 
       
     
     // Callbacks
@@ -118,14 +129,20 @@ class TicketMasterModel extends Model
     public function getTemplateDataByTicketID($ticket_id)
     {
         $template_data = $this
-        ->select("ticket_mail_template.*, ticket_master.emp_mail,ticket_master.claim_status_id")
+        ->select("ticket_mail_template.*, CASE 
+              WHEN employees.email_corporate IS NULL OR employees.email_corporate = '' 
+              THEN ticket_master.emp_mail 
+              ELSE employees.email_corporate 
+          END as emp_mail, ,ticket_master.claim_status_id")
         ->join('ticket_claim_status', 'ticket_master.claim_status_id = ticket_claim_status.id and ticket_claim_status.is_active = 1')
         ->join('ticket_mail_template', '
                     ticket_claim_status.trigger_type = ticket_mail_template.trigger_type 
                     and ticket_claim_status.ticket_type = ticket_mail_template.ticket_type 
                     and ticket_mail_template.is_active = 1')
+        ->join('employees','employees.id = ticket_master.emp_id','left')
         ->where('ticket_master.id', $ticket_id)
         ->where('ticket_master.is_active', 1)
+        ->where('ticket_claim_status.is_active', 1)
         ->first();
 
         return $template_data;
@@ -135,6 +152,11 @@ class TicketMasterModel extends Model
     {
         $ticket_data = $this->select("
                 ticket_master.*,
+                CASE 
+              WHEN employees.email_corporate IS NULL OR employees.email_corporate = '' 
+              THEN ticket_master.emp_mail 
+              ELSE employees.email_corporate 
+          END as emp_mail, 
 
                 user_profiles.first_name as acm,
                 user_profiles.mobile as acm_mobile,
@@ -152,6 +174,7 @@ class TicketMasterModel extends Model
             ->join('tpa', 'ticket_master.tpa_id = tpa.id', 'left')
             ->join('ticket_notes', 'ticket_master.id = ticket_notes.ticket_id and ticket_notes.is_active = 1 and ticket_notes.is_auto_query = 1','left')
             ->join('user_profiles', 'ticket_master.acm_id = user_profiles.id', 'left')
+            ->join('employees','employees.id = ticket_master.emp_id','left')
             ->where('ticket_master.id', $ticket_id)
             ->where('ticket_master.is_active', 1)
             ->first();
@@ -659,5 +682,27 @@ class TicketMasterModel extends Model
             return $result;
         }
     }
+
+    //api
+    public function get_ticket_data($emp_id, $ticket_type = null, $ticket_id = null)
+    {
+        $query = $this->select('ticket_master.*, tms.mail_subject as subject')
+            ->join('ticket_messages tms', 'ticket_master.id = tms.ticket_id', 'left')
+            ->where('ticket_master.is_active', 1)
+            ->where('ticket_master.emp_id', $emp_id);
+
+        if (!empty($ticket_id)) {
+            $query->where('ticket_master.id', $ticket_id);
+        }
+
+        if (!empty($ticket_type)) {
+            $query->where('ticket_master.ticket_type_id', $ticket_type);
+        }
+
+        $data = $query->findAll();
+        //  dd($data, db_connect()->getLastQuery());
+        return $data;
+    }
+    
     
 }

app/Views/chatbot.php

@@ -63,7 +63,7 @@
             if (window.botmanWidget) {
                 botmanChatWidget.open();
                 setTimeout(function(){
-                    botmanChatWidget.sayAsBot('Hi '+ emp_name +',This is ILA your Insurance Assistant, plz choose the following options')
+                    botmanChatWidget.sayAsBot('Hi '+ (typeof emp_name !== "undefined" && emp_name !== null && emp_name !== "" ? emp_name : "Guest User")  +',This is ILA your Insurance Assistant, plz choose the following options')
                     botmanChatWidget.whisper('Hi');
                 },3000);
                 

app/Views/client_list.php

@@ -202,6 +202,7 @@ table.dataTable thead th {
 
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
+                e.preventDefault(); 
                 const onclickAttr = this.getAttribute('onclick');
                 if (onclickAttr) {
                     eval(onclickAttr);

app/Views/employee_data_list.php

@@ -46,6 +46,38 @@
 
 </style>
 
+<style>
+/* Timeline Design */
+.timeline {
+    position: relative;
+    padding-left: 30px;
+    border-left: 3px solid #007bff;
+}
+
+.timeline-item {
+    position: relative;
+    margin-bottom: 20px;
+    padding-left: 20px;
+}
+
+.timeline-dot {
+    position: absolute;
+    left: -10px;
+    top: 5px;
+    width: 15px;
+    height: 15px;
+    background: #007bff;
+    border-radius: 50%;
+}
+
+.timeline-content {
+    background: #f8f9fa;
+    padding: 10px;
+    border-radius: 5px;
+    box-shadow: 0 0 5px rgba(0, 0, 0, 0.1);
+}
+</style>
+
 <?php $pro_rata_total = 0; $gst_total = 0 ?>
 
 <div class="row" id="client_list">
@@ -154,6 +186,8 @@
                                                     ) { 
                                                 ?>
                                                     <a class="dropdown-item" onclick="get_emp_master_data_for_update(this, '<?= $employee['employee_id'];?>', '<?= $employee['status'];?>')" ><i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
+                                                    <a class="dropdown-item" onclick="get_emp_history(this, '<?= $employee['employee_id'];?>')" > <i class="mdi mdi-history mr-2 text-muted font-18 vertical-middle"></i>Employee History</a>
+
                                                 <?php } ?>
 
                                                 <?php if(in_array($employee['policy_type_id'], [2,3,4,5]) && $employee['emp_status'] == 'active' && $employee['status'] == 'active' && !empty($employee['tpa_id'])) { ?>
@@ -270,6 +304,20 @@
     </div>
 </div><!-- /.modal -->
 
+<!--  Modal content for Emp History -->
+<div class="modal fade" id="emp_history_modal" tabindex="-1" aria-labelledby="emp_history_modal_label" aria-hidden="true">
+    <div class="modal-dialog modal-lg">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h4 class="modal-title" id="emp_history_modal_label">Employee History</h4>
+                <button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
+                </div>
+            <div id = "emp_history_content"></div>
+        </div>
+    </div>
+</div>
+
+
 <script>
 
     $(document).ready(function(){
@@ -543,5 +591,110 @@
         if (charcode >= 48 && charcode <= 57 || charcode == 46) return true;
         return false;
     }
+    var modalInstance; // Store the modal instance globally
+
+function showModal() {
+    var myModalEl = document.getElementById('emp_history_modal');
+    modalInstance = new bootstrap.Modal(myModalEl, {
+        backdrop: true,   // Ensures the backdrop is shown
+        keyboard: true     // Allows closing with the Escape key
+    });
+    modalInstance.show();
+}
+
+function closeModal() {
+    if (modalInstance) {
+        modalInstance.hide();  // Hide the modal and its backdrop
+        // Manually remove backdrop if it's still visible
+        setTimeout(function () {
+            document.querySelector('.modal-backdrop').classList.remove('show');
+        }, 150);  // Wait for animation to finish
+    }
+}
+
+
+
+    function get_emp_history(input, emp_id) {
+    $('.loader').fadeIn();
+    $('.loader-mask').fadeIn();
+
+    let url = '<?= base_url("employee/get_emp_history")?>';
+    let requestData = { emp_id: emp_id };
+
+    sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(350).fadeOut('slow');
+
+        if (response.status === true) {
+            console.log('response data length', response.data.emp_history.length);
+
+            // **Clear old data**
+            $('#emp_history_content').html('');
+
+            // **Check if data exists**
+            if (response.data.emp_history.length > 0) {
+                let historyTable = `
+                    <div class="card-body">
+                        <div class="table-responsive">
+                            <table class="table w-100">
+                                <thead class="bg-light">
+                                    <tr>
+                                        <th>Field</th>
+                                        <th>Change</th>
+                                        <th>User</th>
+                                        <th>Date/Time</th>
+                                    </tr>
+                                </thead>
+                                <tbody>
+                `;
+
+                // **Loop through the data dynamically**
+                response.data.emp_history.forEach(row => {
+                    historyTable += `
+                        <tr>
+                            <td>${row.field_name}</td>
+                            <td>${row.old_value} => ${row.new_value}</td>
+                            <td>${row.created_by}</td>
+                            <td>${row.created_at}</td>
+                        </tr>
+                    `;
+                });
+
+                historyTable += `
+                                </tbody>
+                            </table>
+                        </div>
+                    </div>
+                `;
+
+                // **Append to modal**
+                $('#emp_history_content').append(historyTable);
+            } else {
+                $('#emp_history_content').html('<p class="text-center text-muted">No history available.</p>');
+            }
+
+            // **Show the modal**
+            showModal();
+        } else {
+            let message = response.message;
+            toastr.error(message, 'ERROR');
+        }
+    }, function(xhr, status, error) {
+        console.error('Error fetching data:', error);
+        console.error(xhr.responseText);
+        toastr.error('An error occurred while fetching the report page.', 'ERROR');
+
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(350).fadeOut('slow');
+    });
+}
+
+// function closeModal(){
+//     var myModalEl = document.getElementById('emp_history_modal');
+//     var modalInstance = bootstrap.Modal.getInstance(myModalEl); 
+//     if (modalInstance) {
+//         modalInstance.hide();
+//     }
+// }
 
 </script>

app/Views/employee_list.php

@@ -232,7 +232,6 @@ table.dataTable tbody td {
 document.addEventListener("DOMContentLoaded", init);
 
 function init() {
-
     const table = document.getElementById("tickets-table");
     let activeDropdown = null;
 
@@ -264,8 +263,21 @@ function init() {
         
         const customDropdown = document.createElement('div');
         customDropdown.className = 'custom-dropdown-menu';
+        
+        // Clone original dropdown items while moving onclick handlers to data attributes
+        const originalItems = originalDropdown.querySelectorAll('.dropdown-item');
         customDropdown.innerHTML = originalDropdown.innerHTML;
         
+        // Transfer onclick handlers to data attributes
+        customDropdown.querySelectorAll('.dropdown-item').forEach((item, index) => {
+            const originalItem = originalItems[index];
+            const originalOnclick = originalItem.getAttribute('onclick');
+            if (originalOnclick) {
+                item.setAttribute('data-onclick', originalOnclick);
+                item.removeAttribute('onclick');  // Remove original handler
+            }
+        });
+
         return customDropdown;
     }
 
@@ -287,11 +299,15 @@ function init() {
     }
 
     function handleItemClick(e, item) {
-        const onclickAttr = item.getAttribute('onclick');
+        e.preventDefault(); 
+        
+        // Execute the stored onclick handler
+        const onclickAttr = item.getAttribute('data-onclick');
         if (onclickAttr) {
             eval(onclickAttr);
         }
         
+        // Handle href navigation
         const href = item.getAttribute('href');
         if (href && href !== '#') {
             window.location.href = href;

app/Views/insurer_basic_info.php

@@ -103,7 +103,8 @@ input:checked + .slider:before {
                         </div>
 
                         <div class="form-row">
-                            <div class="form-group col-md-4">
+
+                            <div class="form-group col-md-2">
                                 <label for="html">Insurer Type</label><br>
                                 <div style="margin-top: 10px;">
                                     <input type="radio" id="html" name="type" value="pvt" <?= isset($insurer['type']) && $insurer['type'] == 'pvt' ? 'checked' : '' ?>>
@@ -112,6 +113,15 @@ input:checked + .slider:before {
                                     <label for="css">PSU</label>
                                 </div>
                             </div>
+
+                            <div class="form-group col-md-2">
+                                <label class="switch" style="position: absolute;top: 34px;left: 17px;">
+                                    <input id="is_multi_event" type="checkbox" name="is_multi_event" <?= (isset($insurer['is_multi_event']) && $insurer['is_multi_event'] == 1) ? 'checked' : '' ?>>
+                                    <span class="slider round" style="height: 27px;"></span>
+                                </label>
+                                <label for="deletion_add_day" style="position: relative;top: 30px;left: 82px;">Multievent Export</label>                            
+                            </div>
+
                         </div>
 
                         <div class="form-row">
@@ -133,7 +143,7 @@ input:checked + .slider:before {
                                 <input type="file" class="form-control" onchange="PreviewImage();" id="insurer_logo" name="insurer_logo" accept="image/jpeg, image/jpg, image/png">
                             </div>
 
-                            <div class="form-group col-md-4 float-right" style="position: relative;left: 40px;bottom: 28px;">
+                            <div class="form-group col-md-4 float-right" style="position: relative;left: 90px;top: 30px;">
                                 <img src="<?= isset($insurer['insurer_logo']) && !empty($insurer['insurer_logo']) ? base_url() . "public/uploads/logo/" . $insurer['insurer_logo'] : base_url() . "public/assets/images/avatar_2x.png" ?>" width="100" height="100" id="uploadPreview" class="avatar img-circle img-thumbnail" alt="avatar" />
                             </div>
 

app/Views/insurer_list.php

@@ -133,6 +133,7 @@ document.addEventListener("DOMContentLoaded", function () {
         // Preserve click handlers and add auto-close
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
+              event.preventDefault(e);
                 const onclickAttr = this.getAttribute('onclick');
                 if (onclickAttr) {
                     eval(onclickAttr);

app/Views/insurer_statement_list.php

@@ -470,17 +470,21 @@ document.addEventListener("DOMContentLoaded", function () {
     
     // Create custom dropdown
     function createCustomDropdown(row) {
-        // Get the original dropdown items
         const originalDropdown = row.querySelector('.dropdown-menu');
         if (!originalDropdown) return null;
         
-        // Create new dropdown with proper background and spacing
         const customDropdown = document.createElement('div');
         customDropdown.className = 'custom-dropdown-menu';
-        
-        // Copy inner content while maintaining icon alignment
         customDropdown.innerHTML = originalDropdown.innerHTML;
-        
+
+        // Remove inline onclick handlers and store them in data attributes
+        const originalItems = originalDropdown.querySelectorAll('.dropdown-item');
+        customDropdown.querySelectorAll('.dropdown-item').forEach((item, index) => {
+            const originalOnclick = originalItems[index].getAttribute('onclick');
+            item.removeAttribute('onclick'); // Remove the inline handler
+            item.setAttribute('data-onclick', originalOnclick); // Store in data attribute
+        });
+
         return customDropdown;
     }
 
@@ -494,45 +498,33 @@ document.addEventListener("DOMContentLoaded", function () {
         document.body.appendChild(customDropdown);
 
         row.addEventListener("click", function(event) {
-            // Ignore clicks on the action column
-            if (event.target.closest('td:last-child')) {
-                return;
-            }
+            // Ignore clicks on the first column
+            if (event.target.closest('td:first-child')) return;
 
-            // Hide any active dropdown
-            if (activeDropdown) {
-                activeDropdown.style.display = 'none';
-            }
+            if (activeDropdown) activeDropdown.style.display = 'none';
 
-            // Get click position
             const rect = event.target.getBoundingClientRect();
-            
-            // Position the dropdown with some offset
             customDropdown.style.display = 'block';
             customDropdown.style.position = 'fixed';
             customDropdown.style.left = `${rect.left}px`;
-            customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
-            
-            // Set as active dropdown
+            customDropdown.style.top = `${rect.bottom + 5}px`;
             activeDropdown = customDropdown;
             
             event.stopPropagation();
         });
-
-        // Preserve click handlers and add auto-close
+        // Handle custom dropdown clicks
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
-                const onclickAttr = this.getAttribute('onclick');
-                if (onclickAttr) {
-                    eval(onclickAttr);
-                }
+                e.preventDefault();
                 
-                const href = this.getAttribute('href');
-                if (href && href !== '#') {
-                    window.location.href = href;
-                }
+                // Execute the original onclick from data attribute
+                const onclickAttr = this.getAttribute('data-onclick');
+                if (onclickAttr) eval(onclickAttr);
+
+                // Handle href navigation
+                const href = this.getAttribute('href');
+                if (href && href !== '#') window.location.href = href;
 
-                // Close the dropdown after handling the click
                 if (activeDropdown) {
                     activeDropdown.style.display = 'none';
                     activeDropdown = null;
@@ -543,7 +535,7 @@ document.addEventListener("DOMContentLoaded", function () {
         });
     });
 
-    // Close dropdown when clicking outside
+    // Close dropdown on outside click
     document.addEventListener("click", function() {
         if (activeDropdown) {
             activeDropdown.style.display = 'none';

app/Views/kyc_list.php

@@ -129,6 +129,7 @@
         // Preserve click handlers and add auto-close
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
+              e.preventDefault();
                 const onclickAttr = this.getAttribute('onclick');
                 if (onclickAttr) {
                     eval(onclickAttr);

app/Views/layout/header.php

@@ -691,111 +691,121 @@
                         </a>
                     </li>
 
-                    <?php if ((get_role_id() == 1 || get_role_id() == 5) && (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
+                    <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
 
-                        <li>
-                            <a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
-                                <i class="mdi mdi-format-list-bulleted"></i>
-                                <span class="badge badge-success badge-pill float-right">2</span>
-                                <span> Policy Transactions </span>
-                            </a>
-                            <div class="collapse" id="policyTransactions">
-                                <ul class="nav-second-level">
-                                    <li>
-                                        <a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
-                                            <i class="mdi mdi-format-list-bulleted"></i>
-
-                                            <span>Policy Transactions</span>
-                                        </a>
-                                        <div class="collapse" id="policyTransactions">
-                                            <ul>
-                                                <li>
-                                                    <a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
-                                                </li>
-                                                <li>
-                                                    <a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
-                                                </li>
-
-                                                <?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
-                                                    <li>
-                                                        <a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
-                                                    </li>
-                                            </ul>
-                                        </div>
-                                    </li>
-                                    <li>
-                                        <a href="#policyReports" data-toggle="collapse" class="waves-effect">
-                                            <i class="ri-file-chart-fill"></i>
-                                            <span> Policy Reports </span>
-                                        </a>
-                                        <div class="collapse" id="policyReports">
-                                            <ul class="nav-third-level">
-                                                <li>
-                                                    <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
-                                                </li>
-                                                <li>
-                                                    <a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
-                                                </li>
-                                                <li>
-                                                    <a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
-                                                </li>
-                                                <li>
-                                                    <a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
-                                                </li>
-                                                <li>
-                                                    <a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
-                                                </li>
+                    <li>
+                        <a href="#policyTransactions" data-toggle="collapse" class="waves-effect">
+                            <i class="mdi mdi-format-list-bulleted"></i>
+                            <span class="badge badge-success badge-pill float-right">2</span>
+                            <span> Policy Transactions </span>
+                        </a>
+                        <div class="collapse" id="policyTransactions">
+                            <ul class="nav-second-level">
+                                <li>
+                                    <a href="#policyTransactionsSub" data-toggle="collapse" class="waves-effect">
+                                        <i class="mdi mdi-format-list-bulleted"></i>
+                                        <span>Policy Transactions</span>
+                                    </a>
+                                    <div class="collapse" id="policyTransactionsSub">
+                                        <ul>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/inception/list') ?>">Policy</a>
+                                            </li>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
+                                            </li>
 
+                                            <?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/statement/list') ?>">Statement Upload</a>
+                                            </li>
                                             <?php } ?>
-                                            </ul>
-                                        </div>
-                                    </li>
-                                    <li>
-                                    <li>
-                                        <a href="#policyMasters" data-toggle="collapse" class="waves-effect">
-                                            <i class="mdi mdi-timer-sand"></i>
-                                            <span> Policy Pending Actions </span>
-                                        </a>
-                                        <div class="collapse" id="policyReports">
-                                            <ul class="nav-third-level">
-                                                <a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
-                                    </li>
+                                        </ul>
+                                    </div>
+                                </li>
+                                
+                                <?php if (in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+                                <li>
+                                    <a href="#policyReports" data-toggle="collapse" class="waves-effect">
+                                        <i class="ri-file-chart-fill"></i>
+                                        <span> Policy Reports </span>
+                                    </a>
+                                    <div class="collapse" id="policyReports">
+                                        <ul class="nav-third-level">
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/report/list') ?>">BDS</a>
+                                            </li>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/report/report-varience-list') ?>">Variance</a>
+                                            </li>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
+                                            </li>
+                                            <li>
+                                                <a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
+                                            </li>
+                                            <li>
+                                                <a href="<?= base_url('/bdsReport/renewal_report') ?>">Renewal Reports</a>
+                                            </li>
+                                        </ul>
+                                    </div>
+                                </li>
                                 <?php } ?>
+                                
+                                <li>
+                                    <a href="#policyPendingActions" data-toggle="collapse" class="waves-effect">
+                                        <i class="mdi mdi-timer-sand"></i>
+                                        <span> Policy Pending Actions </span>
+                                    </a>
+                                    <div class="collapse" id="policyPendingActions">
+                                        <ul class="nav-third-level">
+                                            <?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
+                                            </li>
+                                            <?php } ?>
 
-                                <?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
-                                    <li>
-                                        <a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
-                                    </li>
-                        </li>
-                </ul>
-            </div>
+                                            <?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+                                            <li>
+                                                <a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
+                                            </li>
+                                            <?php } ?>
+                                        </ul>
+                                    </div>
+                                </li>
 
-            <li>
-                <a href="#policyMasters" data-toggle="collapse" class="waves-effect">
-                    <i class="ri-database-2-line"></i>
-                    <span> Masters </span>
-                </a>
-                <div class="collapse" id="policyReports">
-                    <ul class="nav-third-level">
-                        <li>
-                            <a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
-                        </li>
-                        <li>
-                            <a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
-                        </li>
-                    </ul>
-                </div>
-            </li>
+                                <li>
+                                    <a href="#policyMasters" data-toggle="collapse" class="waves-effect">
+                                        <i class="ri-database-2-line"></i>
+                                        <span> Masters </span>
+                                    </a>
+                                    <div class="collapse" id="policyMasters">
+                                        <ul class="nav-third-level">
+                                            <li>
+                                                <a href="<?= base_url('/master/cash_deposite/list') ?>">CD Master</a>
+                                            </li>
+                                            <li>
+                                                <a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
+                                            </li>
+                                        </ul>
+                                    </div>
+                                </li>
 
-            <li>
-                <a href="<?= base_url('/dmsSearch') ?>"><i class="ri-book-open-line"></i><span> Documents</span></a>
-            </li>
-            </ul>
-        </div>
-        </li>
+                                <li>
+                                    <a href="<?= base_url('/dmsSearch') ?>">
+                                        <i class="ri-book-open-line"></i>
+                                        <span> Documents</span>
+                                    </a>
+                                </li>
+
+                            </ul>
+                        </div>
+                    </li>
+                    </div>
+                    </li>
 
 
-    <?php } ?>
+                <?php } ?>
 
     </ul>
     </div>

app/Views/lead_filter.php

@@ -0,0 +1,369 @@
+<style>
+.col-12 {
+    max-width: 98% !important;
+}
+</style>
+
+<div class="row" id="lead_filter_div">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <div class="row">
+                        <div class="col-md-6" style="position: relative;left: 17px;">
+                            <h4 style="text-align: left;">Lead Filter</h4>
+                        </div>
+                        <div class="col-md-6">
+                            <a style="text-align: right;" id="toggleIcon" class="text-dark float-right"
+                                data-toggle="collapse" href="#collapseOne" aria-expanded="true">
+                                <i id="icon" class="mdi mdi-chevron-down mr-1 text-primary"
+                                    style="font-size: 28px;"></i>
+                            </a>
+                        </div>
+                    </div>
+                </h5>
+                <div id="collapseOne" class="collapse hide" aria-labelledby="headingOne" data-parent="#accordion">
+                    <div class="card-body">
+                        <div class="form-group">
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_issuer_type"> Issuer Type <span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_issuer_type" name="filter_issuer_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_lead_type"> Lead Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_lead_type" name="filter_lead_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($lead_type) && count($lead_type)) {
+                                                foreach ($lead_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_client_type"> Client Type <span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_client_type" name="filter_client_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($client_type) && count($client_type)) {
+                                                foreach ($client_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_policy_type"> Policy Type <span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_policy_type" name="filter_policy_type">
+                                        <option value="0">Select</option>
+                                        <?php
+                                            if (isset($policy_type) && count($policy_type)) {
+                                                foreach ($policy_type as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+                                <div class="form-group col-md-3">
+                                    <label for="filter_client_id">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_client_id" name="filter_client_id">
+                                        <option value="0">Select</option>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_client_branch_id">Client Branch<span
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_client_branch_id"
+                                        name="filter_client_branch_id">
+                                        <option value="0">Select</option>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="filter_lead_status">Status<span class="text-danger"></span></label>
+                                    <select class="form-control" id="filter_lead_status" name="filter_lead_status">
+                                        <option value="0">Select</option>
+                                        <?php 
+                                            if (isset($lead_status) && count($lead_status)) {
+                                                foreach ($lead_status as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                       ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-12 text-right m-b-0" style="margin-bottom: -15px;">
+                                    <a href="<?= base_url("/leads/list"); ?>" class="btn btn-secondary"
+                                        id="clear-filters">Clear</a>
+                                    <a class="btn btn-primary" id="get-emp-list"
+                                        onclick="fetchTicketListData();">Submit</a>
+                                </div>
+
+                            </div>
+
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
+<!-- end page title -->
+<div id="lead_list_div">
+    <?php include('leads_list.php'); ?>
+</div>
+
+
+<script>
+var filter_client_list = [];
+var filter_branch_list = [];
+
+$(document).ready(function() {
+    $('#filter_client_id').select2();
+    $('#filter_client_branch_id').select2();
+    $('#filter_policy_type').select2();
+
+    getfilterClientAndBranch()
+});
+
+$(document).ready(function() {
+    $('#filter_client_id').change(function() {
+
+        let client_id = $(this).val();
+        if (filter_branch_list != '') {
+            // console.log(branch_list[client_id]);
+            let data = filter_branch_list[client_id];
+            appendfilterBranch(data);
+        }
+
+    })
+});
+
+//----- AJAX FUNCTIONS --------------------------------------------------------------------------------
+
+function fetchTicketListData() {
+
+    var issuer_type = $('#filter_issuer_type').val();
+    var lead_type = $('#filter_lead_type').val();
+    var policy_type = $('#filter_policy_type').val();
+    var client_type = $('#filter_client_type').val();
+    var status = $('#filter_lead_status').val();
+    var client_id = $('#filter_client_id').val();
+    var client_branch_id = $('#filter_client_branch_id').val();
+
+    var requestData = {
+        issuer: issuer_type,
+        lead_type: lead_type,
+        policy_type_id: policy_type,
+        client_type: client_type,
+        status: status,
+        client_id: client_id,
+        client_branch_id: client_branch_id,
+    };
+
+    console.log("requestData", requestData);
+
+    var url = '<?= base_url('/leads/list') ?>';
+
+    $('.loader').fadeIn();
+    $('.loader-mask').fadeIn();
+
+    sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
+
+        console.log('Filter Responce', response);
+
+        if (response.status == true) {
+
+            $('#lead_list_div').empty();
+            $('#lead_list_div').html(response.html);
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+
+            setTimeout(function(){
+                additionalDropdown();
+            }, 1000);
+
+        } else {
+
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+            let message = response.message;
+            toastr.error(message, 'ERROR');
+        }
+
+    }, function(xhr, status, error) {
+        console.error('Error fetching data:', error);
+        console.error(xhr.responseText);
+        toastr.error('An error occurred while fetching the data.', 'ERROR');
+
+        $('.loader').fadeOut();
+        $('.loader-mask').delay(350).fadeOut('slow');
+    });
+}
+
+//function for fetch client, branch
+function getfilterClientAndBranch() {
+    $.ajax({
+        url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
+        type: "GET",
+        dataType: 'json',
+        success: function(res) {
+
+            console.log('getClientAndBranchAndPolicy', res);
+            if (res.status == true) {
+                filter_client_list = res.client_data;
+                filter_branch_list = res.branch_data;
+                appendfilterClients(res.client_data);
+            } else {
+                console.log('No data found');
+            }
+
+        },
+        error: function(xhr, status, error) {
+            console.error(xhr.responseText);
+            console.error(status, error);
+        }
+    });
+}
+
+//----- END AJAX FUNCTIONS --------------------------------------------------------------------------------
+
+
+function appendfilterClients(data) {
+
+    $('#filter_client_id').empty();
+
+    $('#filter_client_id').append($('<option>', {
+        value: 0,
+        text: 'Select'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.client_name,
+        });
+
+        $('#filter_client_id').append(option);
+    });
+
+}
+
+function appendfilterBranch(data) {
+
+    $('#filter_client_branch_id').empty();
+
+    $('#filter_client_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name
+        });
+        $('#filter_client_branch_id').append(option);
+    });
+}
+
+// -----------------------------------------------------------------------------------------------------------
+
+function additionalDropdown() {
+    const table = document.getElementById("tickets-table");
+    if (!table) return; // Prevent errors if the table is not found
+    let activeDropdown = null;
+
+    function handleDropdownClick(row, event) {
+        // Hide any active dropdown
+        if (activeDropdown) {
+            activeDropdown.style.display = 'none';
+        }
+
+        let customDropdown = row.customDropdown;
+        if (!customDropdown) {
+            const originalDropdown = row.querySelector('.dropdown-menu');
+            if (!originalDropdown) return;
+
+            customDropdown = document.createElement('div');
+            customDropdown.className = 'custom-dropdown-menu';
+            customDropdown.innerHTML = originalDropdown.innerHTML;
+
+            document.body.appendChild(customDropdown);
+            row.customDropdown = customDropdown;
+
+            // Preserve click handlers and add auto-close
+            customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
+                item.addEventListener('click', function (e) {
+                    const onclickAttr = this.getAttribute('onclick');
+                    if (onclickAttr) eval(onclickAttr);
+
+                    const href = this.getAttribute('href');
+                    if (href && href !== '#') window.location.href = href;
+
+                    customDropdown.style.display = 'none';
+                    activeDropdown = null;
+
+                    e.stopPropagation();
+                });
+            });
+        }
+
+        // Get click position
+        const rect = event.target.getBoundingClientRect();
+
+        // Position the dropdown
+        customDropdown.style.display = 'block';
+        customDropdown.style.position = 'fixed';
+        customDropdown.style.left = `${rect.left}px`;
+        customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
+
+        activeDropdown = customDropdown;
+        event.stopPropagation();
+    }
+
+    // Add click event listener to rows
+    table.querySelectorAll("tbody tr").forEach(row => {
+        row.addEventListener("click", function (event) {
+            if (!event.target.closest('td:last-child')) {
+                handleDropdownClick(row, event);
+            }
+        });
+    });
+
+    // Close dropdown when clicking outside
+    document.addEventListener("click", function () {
+        if (activeDropdown) {
+            activeDropdown.style.display = 'none';
+            activeDropdown = null;
+        }
+    });
+}
+
+</script>

app/Views/leads_list.php

@@ -127,7 +127,7 @@ table.dataTable tbody td {
                                                     <a class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>" onclick="getLeadsDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                         <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                                     </a>
-                                                    <a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 1; ?>" class="dropdown-item btnEdit" data-id="<?= $row['id']; ?>">
+                                                    <a href="<?= base_url('/rfq/list/').$row['id'] . '/' . 1; ?>" class="dropdown-item btnEdit2" data-id="<?= $row['id']; ?>">
                                                         <i class="mdi mdi-note-text mr-2 text-muted font-18 vertical-middle"></i>RFQ
                                                     </a>
                                                     <!-- <?php if($row['qcr_count'] > 0) { ?>
@@ -163,25 +163,27 @@ table.dataTable tbody td {
 document.addEventListener("DOMContentLoaded", function () {
     const table = document.getElementById("tickets-table");
     
-    // Create custom dropdown
     function createCustomDropdown(row) {
-        // Get the original dropdown items
         const originalDropdown = row.querySelector('.dropdown-menu');
         if (!originalDropdown) return null;
         
-        // Create new dropdown with proper background and spacing
         const customDropdown = document.createElement('div');
         customDropdown.className = 'custom-dropdown-menu';
         
-        // Copy inner content while maintaining icon alignment
-        customDropdown.innerHTML = originalDropdown.innerHTML;
+        // Clone the items but remove their original click handlers
+        const items = originalDropdown.querySelectorAll('.dropdown-item');
+        items.forEach(item => {
+            const newItem = item.cloneNode(true);
+            // Preserve the attributes but remove the onclick
+            newItem.removeAttribute('onclick');
+            customDropdown.appendChild(newItem);
+        });
         
         return customDropdown;
     }
 
     let activeDropdown = null;
 
-    // Add click event listener to rows
     table.querySelectorAll("tbody tr").forEach(row => {
         const customDropdown = createCustomDropdown(row);
         if (!customDropdown) return;
@@ -194,46 +196,54 @@ document.addEventListener("DOMContentLoaded", function () {
                 return;
             }
 
-            // Hide any active dropdown
             if (activeDropdown) {
                 activeDropdown.style.display = 'none';
             }
 
-            // Get click position
             const rect = event.target.getBoundingClientRect();
             
-            // Position the dropdown with some offset
             customDropdown.style.display = 'block';
             customDropdown.style.position = 'fixed';
             customDropdown.style.left = `${rect.left}px`;
-            customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
+            customDropdown.style.top = `${rect.bottom + 5}px`;
             
-            // Set as active dropdown
             activeDropdown = customDropdown;
-            
             event.stopPropagation();
         });
 
-        // Preserve click handlers and add auto-close
+        // Handle clicks on dropdown items
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
-                const onclickAttr = this.getAttribute('onclick');
-                if (onclickAttr) {
-                    eval(onclickAttr);
+                e.preventDefault();
+                e.stopPropagation();
+
+                // Get the data-id and other attributes from the original button
+                const originalItem = row.querySelector(`.dropdown-item[data-id="${this.getAttribute('data-id')}"]`);
+                
+                // For edit functionality
+                if (this.classList.contains('btnEdit')) {
+                    const id = this.getAttribute('data-id');
+                    if (id) {
+                        getLeadsDataForEdit(id);
+                    }
+                }else{
+                    const onclickAttr = this.getAttribute('onclick');
+                    if (onclickAttr) {
+                        eval(onclickAttr);
+                    }
                 }
                 
+                // For RFQ links
                 const href = this.getAttribute('href');
-                if (href && href !== '#') {
+                if (href && href !== '#' && !this.classList.contains('btnEdit')) {
                     window.location.href = href;
                 }
 
-                // Close the dropdown after handling the click
+                // Close the dropdown
                 if (activeDropdown) {
                     activeDropdown.style.display = 'none';
                     activeDropdown = null;
                 }
-                
-                e.stopPropagation();
             });
         });
     });
@@ -280,7 +290,7 @@ $(document).ready(function(){
 
     $('#client_id').select2();
     $('#client_branch_id').select2();
-    $('#source_policy_id').select2();
+    // $('#source_policy_id').select2();
     $('#salse_person_id').select2({
         placeholder: "Select Salse Person",  
     });
@@ -326,12 +336,14 @@ $(document).ready(function() {
 function hide_list_show_add() 
 {      
     $('#leads_list').hide()
+    $('#lead_filter_div').hide()
     $('#leads_form').show()
 }
 
 function show_list_hide_add() 
 {
     $('#leads_list').show()
+    $('#lead_filter_div').show()
     $('#leads_form').hide()
 }
 
@@ -435,10 +447,12 @@ $(document).ready(function(){
         let client_id = $(this).val();
         let client_type = $('#client_id option:selected').data('ct');
 
-        if(branch_list != '' && client_id != '') {
+        if(branch_list[client_id] != '' &&  branch_list[client_id] != null && client_id != '') {
             console.log('branch_list', branch_list[client_id]);
             let data = branch_list[client_id];
             appendBranch(data);
+        }else{
+            toastr.warning("No Branch Found for the selected Client",'Warning');
         }
         
     })
@@ -447,10 +461,12 @@ $(document).ready(function(){
 
         let client_branch_id = $(this).val();
 
-        if(policy_list != '' && client_branch_id != '') {
+        if(policy_list[client_branch_id] != '' && policy_list[client_branch_id] != null && client_branch_id != ''&& client_branch_id != null) {
             console.log('policy_list', policy_list[client_branch_id]);
             let data = policy_list[client_branch_id];
             appendRenewalPolicies(data);
+        }else{
+            toastr.warning("No Policies Found for the selected Branch",'Warning');
         }
         
     })

app/Views/notification.php

@@ -1395,7 +1395,7 @@
                 console.log("Creating new editor instance...");
                 editor = unlayer.createEditor({
                     id: `${template_name}_editor_container`,
-                    projectId: 263979,
+                    projectId: <?=getenv('unlayer.projectID') ?>,
                     displayMode: "email",
                     features: {
                         textEditor: {
@@ -1972,4 +1972,52 @@
                 });
         }
     }
+$(document).on('click', '#notification_enable_form_submit', function()  {
+            var formData = [];
+            console.log($('#hr_mail_id').val());
+
+            formData.push({name:'client_id', value: $('#general_PrimaryKey').val()})
+            formData.push({ name: 'nhance_team_mail_ids', value: $('#nhance_team_mail_ids').val() });
+            formData.push({ name: 'hr_mail_id', value: $('#hr_mail_id').val() });
+            formData.push({ name: 'mail_domain', value: $('#mail_domain').val() });
+            formData.push({ name: 'reply_to', value: $('#reply_to').val() });
+            formData.push({ name: 'member_welcome_mail_btn', value: $('#member_welcome_mail_btn').prop('checked') });
+            formData.push({ name: 'member_reminder_mail_btn', value: $('#member_reminder_mail_btn').prop('checked') });
+            formData.push({ name: 'member_ecard_mail_btn', value: $('#member_ecard_mail_btn').prop('checked') });
+            formData.push({ name: 'member_review_and_summary_mail_btn', value: $('#member_review_and_summary_mail_btn').prop('checked') });
+            formData.push({ name: 'account_maneger_summary_mail_btn', value: $('#account_maneger_summary_mail_btn').prop('checked') });
+            formData.push({ name: 'client_hr_summary_mail_btn', value: $('#client_hr_summary_mail_btn').prop('checked') });
+
+            var form_action = '<?= base_url("client/notification/update_enable") ?>'; 
+            $('.loader').fadeIn();
+            $('.loader-mask').fadeIn();
+            $.ajax({
+                url: form_action,
+                type: "POST",
+                data: formData,
+                dataType: 'json',
+                success: function(res) 
+                {
+                    console.log(res);
+                    if (res) 
+                    {
+                        toastr.success('Update Successfully');       
+                    }
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+                },
+                error: function (xhr, status, error) 
+                {
+                    console.error(xhr.responseText);
+                    console.error(status, error);
+                    setTimeout(function() 
+                    {
+                        $('.loader').fadeOut();
+                        $('.loader-mask').delay(350).fadeOut('slow');
+                        toastr.warning('Something Wrong!', 'warning');
+                    }, 1000);
+                }
+            });    
+})
+
 </script>

app/Views/policy_transaction_endorsement_list.php

@@ -362,23 +362,26 @@ custom-dropdown-menu {
 
 <?php include('policy_transaction_endorsement_form.php'); ?>
 <script>
-
 document.addEventListener("DOMContentLoaded", function () {
     const table = document.getElementById("tickets-table");
     
     // Create custom dropdown
     function createCustomDropdown(row) {
-        // Get the original dropdown items
         const originalDropdown = row.querySelector('.dropdown-menu');
         if (!originalDropdown) return null;
         
-        // Create new dropdown with proper background and spacing
         const customDropdown = document.createElement('div');
         customDropdown.className = 'custom-dropdown-menu';
-        
-        // Copy inner content while maintaining icon alignment
         customDropdown.innerHTML = originalDropdown.innerHTML;
-        
+
+        // Remove inline onclick handlers and store them in data attributes
+        const originalItems = originalDropdown.querySelectorAll('.dropdown-item');
+        customDropdown.querySelectorAll('.dropdown-item').forEach((item, index) => {
+            const originalOnclick = originalItems[index].getAttribute('onclick');
+            item.removeAttribute('onclick'); // Remove the inline handler
+            item.setAttribute('data-onclick', originalOnclick); // Store in data attribute
+        });
+
         return customDropdown;
     }
 
@@ -392,45 +395,34 @@ document.addEventListener("DOMContentLoaded", function () {
         document.body.appendChild(customDropdown);
 
         row.addEventListener("click", function(event) {
-            // Ignore clicks on the action column
-            if (event.target.closest('td:last-child')) {
-                return;
-            }
+            // Ignore clicks on the first column
+            if (event.target.closest('td:first-child')) return;
 
-            // Hide any active dropdown
-            if (activeDropdown) {
-                activeDropdown.style.display = 'none';
-            }
+            if (activeDropdown) activeDropdown.style.display = 'none';
 
-            // Get click position
             const rect = event.target.getBoundingClientRect();
-            
-            // Position the dropdown with some offset
             customDropdown.style.display = 'block';
             customDropdown.style.position = 'fixed';
             customDropdown.style.left = `${rect.left}px`;
-            customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
-            
-            // Set as active dropdown
+            customDropdown.style.top = `${rect.bottom + 5}px`;
             activeDropdown = customDropdown;
             
             event.stopPropagation();
         });
 
-        // Preserve click handlers and add auto-close
+        // Handle custom dropdown clicks
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
-                const onclickAttr = this.getAttribute('onclick');
-                if (onclickAttr) {
-                    eval(onclickAttr);
-                }
+                e.preventDefault();
                 
-                const href = this.getAttribute('href');
-                if (href && href !== '#') {
-                    window.location.href = href;
-                }
+                // Execute the original onclick from data attribute
+                const onclickAttr = this.getAttribute('data-onclick');
+                if (onclickAttr) eval(onclickAttr);
+
+                // Handle href navigation
+                const href = this.getAttribute('href');
+                if (href && href !== '#') window.location.href = href;
 
-                // Close the dropdown after handling the click
                 if (activeDropdown) {
                     activeDropdown.style.display = 'none';
                     activeDropdown = null;
@@ -441,7 +433,7 @@ document.addEventListener("DOMContentLoaded", function () {
         });
     });
 
-    // Close dropdown when clicking outside
+    // Close dropdown on outside click
     document.addEventListener("click", function() {
         if (activeDropdown) {
             activeDropdown.style.display = 'none';

app/Views/policy_transaction_inception_list.php

@@ -302,7 +302,7 @@ table.dataTable tbody td {
                                 <td><?php echo $issuer[$row['issuer']]; ?></td>
                                 <td><?php echo $issuing_type[$row['issue_type']]; ?></td>
                                 <td><?php echo $client_type[$row['client_type']] ?? '-'; ?></td>
-                                <td><?php echo $row['client_type'] == 2 ? $row['client_name'] : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
+                                <td><?php echo $row['client_type'] == 2 ? $row['client_name'] . " - " . (!empty($row['pan']) ? $row['pan'] :  'N/A') : $row['client_short_name'] . ' - ' . $row['client_branch_name']; ?></td>
                                 <td><?php echo $row['insurer_short_name']; ?></td>
                                 <td><?php echo $row['policy_type']; ?></td>
                                 <td><?php echo $row['policy_no']; ?></td>
@@ -319,7 +319,7 @@ table.dataTable tbody td {
                                             <a class="dropdown-item btnEdit" data-id="<?= $row['id'];?>" onclick="getPolicyTransactionDataForEdit('<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                 <i class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit
                                             </a>
-                                            <a class="dropdown-item" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
+                                            <a class="dropdown-item delete" data-id="<?= $row['id'];?>" onclick="removePolicyTransaction(this, '<?= htmlspecialchars($row['id'], ENT_QUOTES) ?>')">
                                                 <i class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete
                                             </a>
                                         </div>
@@ -370,25 +370,25 @@ table.dataTable tbody td {
 document.addEventListener("DOMContentLoaded", function () {
     const table = document.getElementById("tickets-table");
     
-    // Create custom dropdown
     function createCustomDropdown(row) {
-        // Get the original dropdown items
         const originalDropdown = row.querySelector('.dropdown-menu');
         if (!originalDropdown) return null;
         
-        // Create new dropdown with proper background and spacing
         const customDropdown = document.createElement('div');
         customDropdown.className = 'custom-dropdown-menu';
         
-        // Copy inner content while maintaining icon alignment
-        customDropdown.innerHTML = originalDropdown.innerHTML;
+        const items = originalDropdown.querySelectorAll('.dropdown-item');
+        items.forEach(item => {
+            const newItem = item.cloneNode(true);
+            newItem.removeAttribute('onclick');
+            customDropdown.appendChild(newItem);
+        });
         
         return customDropdown;
     }
 
     let activeDropdown = null;
 
-    // Add click event listener to rows
     table.querySelectorAll("tbody tr").forEach(row => {
         const customDropdown = createCustomDropdown(row);
         if (!customDropdown) return;
@@ -401,51 +401,56 @@ document.addEventListener("DOMContentLoaded", function () {
                 return;
             }
 
-            // Hide any active dropdown
-            if (activeDropdown) {
+            // Close any existing dropdown
+            if (activeDropdown && activeDropdown !== customDropdown) {
                 activeDropdown.style.display = 'none';
             }
 
-            // Get click position
             const rect = event.target.getBoundingClientRect();
             
-            // Position the dropdown with some offset
             customDropdown.style.display = 'block';
             customDropdown.style.position = 'fixed';
             customDropdown.style.left = `${rect.left}px`;
-            customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
+            customDropdown.style.top = `${rect.bottom + 5}px`; 
             
-            // Set as active dropdown
             activeDropdown = customDropdown;
-            
             event.stopPropagation();
         });
 
-        // Preserve click handlers and add auto-close
+        // Handle clicks on dropdown items
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
-                const onclickAttr = this.getAttribute('onclick');
-                if (onclickAttr) {
-                    eval(onclickAttr);
-                }
+                e.preventDefault();
+                e.stopPropagation();
+
+                const id = this.getAttribute('data-id');
                 
-                const href = this.getAttribute('href');
-                if (href && href !== '#') {
-                    window.location.href = href;
+                // Handle edit button
+                if (this.classList.contains('btnEdit') && id) {
+                    getPolicyTransactionDataForEdit(id);
+                }
+                // Handle delete button
+                else if (this.classList.contains('delete') && id) {
+                    removePolicyTransaction(this, id);
+                }
+                // Handle other links
+                else {
+                    const href = this.getAttribute('href');
+                    if (href && href !== '#' && href !== 'javascript: void(0);') {
+                        window.location.href = href;
+                    }
                 }
 
-                // Close the dropdown after handling the click
+                // Close dropdown
                 if (activeDropdown) {
                     activeDropdown.style.display = 'none';
                     activeDropdown = null;
                 }
-                
-                e.stopPropagation();
-            });
+            }, { once: true });
         });
     });
 
-    // Close dropdown when clicking outside
+    // Close dropdown on outside click
     document.addEventListener("click", function() {
         if (activeDropdown) {
             activeDropdown.style.display = 'none';
@@ -729,17 +734,22 @@ function appendClients(data)
     }));
 
     $.each(data, function(index, item) {
+
+        let client_show_name = item.client_name;
+        if (item.client_type == 2) {
+            client_show_name = item.client_name + ' - ' + (item.pan ?? 'N/A');
+        }
+
         var option = $('<option>', {
             value: item.id,
-            text: item.client_name,
+            text: client_show_name,
             'data-cn': item.client_name,
             'data-ct': item.client_type,
-            class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
+            class: item.client_type == 1 ? 'group' : item.client_type == 2 ? 'individual' : ''
         });
 
         $('#client_id').append(option);
     });
-
 }
 
 function appendVehicles(data, vehicle_id) 
@@ -1244,7 +1254,7 @@ $('#issue_type').change(function(){
     let value = $(this).val()
 
     if(value == 1){
-        $('#revenue_type').val('NA');
+        $('#revenue_type').val('');
         $('#revenue_type option[value="NA"]').show();
         $('#revenue_type option[value="EANR"]').show();
         $('#revenue_type option[value="EA"]').hide();
@@ -1486,7 +1496,7 @@ function onlyNumbers(event)
 <script>
 
 $(document).ready(function() {
-    getURLParams()
+    // getURLParams()
     $('#client_id_for_search').select2();
     $('#insurer_id_for_search').select2();
     $('#policy_type_for_search').select2();
@@ -1531,50 +1541,50 @@ function objectToQueryString(obj)
     return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
 }
 
-function getURLParams() 
-{
-    const url = new URL(window.location.href);
-    const params = new URLSearchParams(url.search);
+// function getURLParams() 
+// {
+//     const url = new URL(window.location.href);
+//     const params = new URLSearchParams(url.search);
 
-    const startDate = params.get('start_date') || 0; // Default to 0 if not found
-    const endDate = params.get('end_date') || 0; // Default to 0 if not found
-    const client_id = params.get('client_id') || 0; // Default to 0 if not found
-    const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
-    const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
-    const date_type = params.get('date_type') || 0; // Default to 0 if not found
-    const issuer = params.get('issuer') || 0; // Default to 0 if not found
-    const status = params.get('status') || 0; // Default to 0 if not found
+//     const startDate = params.get('start_date') || 0; // Default to 0 if not found
+//     const endDate = params.get('end_date') || 0; // Default to 0 if not found
+//     const client_id = params.get('client_id') || 0; // Default to 0 if not found
+//     const insurer_id = params.get('insurer_id') || 0; // Default to 0 if not found
+//     const policy_type_id = params.get('policy_type_id') || 0; // Default to 0 if not found
+//     const date_type = params.get('date_type') || 0; // Default to 0 if not found
+//     const issuer = params.get('issuer') || 0; // Default to 0 if not found
+//     const status = params.get('status') || 0; // Default to 0 if not found
 
-    hideDateField(date_type)
+//     hideDateField(date_type)
 
-    // console.log('startDate', startDate)
-    // console.log('endDate', endDate)
-    // console.log('client_id', client_id)
-    // console.log('insurer_id', insurer_id)
-    // console.log('policy_type_id', policy_type_id)   
-    // console.log('date_type', date_type)
-    // console.log('issuer', issuer)
-    // console.log('status', status)
+//     // console.log('startDate', startDate)
+//     // console.log('endDate', endDate)
+//     // console.log('client_id', client_id)
+//     // console.log('insurer_id', insurer_id)
+//     // console.log('policy_type_id', policy_type_id)   
+//     // console.log('date_type', date_type)
+//     // console.log('issuer', issuer)
+//     // console.log('status', status)
 
-    // Log the values or use them as needed
-    // console.log('Start Date:', startDate);
-    // console.log('End Date:', endDate);
+//     // Log the values or use them as needed
+//     // console.log('Start Date:', startDate);
+//     // console.log('End Date:', endDate);
 
-    if (startDate != 0 && endDate != 0) {
-        setTimeout(function(){
-            $('#start_date').val(startDate)
-            $('#end_date').val(endDate)
-            $('#client_id_for_search').val(client_id).change()
-            $('#insurer_id_for_search').val(insurer_id).change()
-            $('#policy_type_for_search').val(policy_type_id).change()
-            $('#date_type').val(date_type)
-            $('#issuer_for_search').val(issuer)
-            $('#policy_status_for_search').val(status)
-        },1000)
+//     if (startDate != 0 && endDate != 0) {
+//         setTimeout(function(){
+//             $('#start_date').val(startDate)
+//             $('#end_date').val(endDate)
+//             $('#client_id_for_search').val(client_id).change()
+//             $('#insurer_id_for_search').val(insurer_id).change()
+//             $('#policy_type_for_search').val(policy_type_id).change()
+//             $('#date_type').val(date_type)
+//             $('#issuer_for_search').val(issuer)
+//             $('#policy_status_for_search').val(status)
+//         },1000)
 
-    }
+//     }
 
-}
+// }
 
 $(function() {
 

app/Views/policy_type_list.php

@@ -177,6 +177,7 @@ document.addEventListener("DOMContentLoaded", function () {
         // Preserve click handlers
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
+              e.preventDefault();
                 const onclickAttr = this.getAttribute('onclick');
                 if (onclickAttr) {
                     eval(onclickAttr);

app/Views/test_members_list.php

@@ -420,17 +420,21 @@ document.addEventListener("DOMContentLoaded", function () {
     
     // Create custom dropdown
     function createCustomDropdown(row) {
-        // Get the original dropdown items
         const originalDropdown = row.querySelector('.dropdown-menu');
         if (!originalDropdown) return null;
         
-        // Create new dropdown with proper background and spacing
         const customDropdown = document.createElement('div');
         customDropdown.className = 'custom-dropdown-menu';
-        
-        // Copy inner content while maintaining icon alignment
         customDropdown.innerHTML = originalDropdown.innerHTML;
-        
+
+        // Remove inline onclick handlers and store them in data attributes
+        const originalItems = originalDropdown.querySelectorAll('.dropdown-item');
+        customDropdown.querySelectorAll('.dropdown-item').forEach((item, index) => {
+            const originalOnclick = originalItems[index].getAttribute('onclick');
+            item.removeAttribute('onclick'); // Remove the inline handler
+            item.setAttribute('data-onclick', originalOnclick); // Store in data attribute
+        });
+
         return customDropdown;
     }
 
@@ -444,45 +448,34 @@ document.addEventListener("DOMContentLoaded", function () {
         document.body.appendChild(customDropdown);
 
         row.addEventListener("click", function(event) {
-            // Ignore clicks on the first column (td:first-child)
-            if (event.target.closest('td:first-child')) {
-                return;
-            }
+            // Ignore clicks on the first column
+            if (event.target.closest('td:first-child')) return;
 
-            // Hide any active dropdown
-            if (activeDropdown) {
-                activeDropdown.style.display = 'none';
-            }
+            if (activeDropdown) activeDropdown.style.display = 'none';
 
-            // Get click position
             const rect = event.target.getBoundingClientRect();
-            
-            // Position the dropdown with some offset
             customDropdown.style.display = 'block';
             customDropdown.style.position = 'fixed';
             customDropdown.style.left = `${rect.left}px`;
-            customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
-            
-            // Set as active dropdown
+            customDropdown.style.top = `${rect.bottom + 5}px`;
             activeDropdown = customDropdown;
             
             event.stopPropagation();
         });
 
-        // Preserve click handlers and add auto-close
+        // Handle custom dropdown clicks
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
-                const onclickAttr = this.getAttribute('onclick');
-                if (onclickAttr) {
-                    eval(onclickAttr);
-                }
+                e.preventDefault();
                 
-                const href = this.getAttribute('href');
-                if (href && href !== '#') {
-                    window.location.href = href;
-                }
+                // Execute the original onclick from data attribute
+                const onclickAttr = this.getAttribute('data-onclick');
+                if (onclickAttr) eval(onclickAttr);
+
+                // Handle href navigation
+                const href = this.getAttribute('href');
+                if (href && href !== '#') window.location.href = href;
 
-                // Close the dropdown after handling the click
                 if (activeDropdown) {
                     activeDropdown.style.display = 'none';
                     activeDropdown = null;
@@ -493,7 +486,7 @@ document.addEventListener("DOMContentLoaded", function () {
         });
     });
 
-    // Close dropdown when clicking outside
+    // Close dropdown on outside click
     document.addEventListener("click", function() {
         if (activeDropdown) {
             activeDropdown.style.display = 'none';

app/Views/ticket_auto_query.php

@@ -1,3 +1,15 @@
+<style>
+    .select2-selection__choice {
+        background-color: #0a8794 !important;
+        color: white !important;
+        font-weight: bold;
+    }
+
+    .select2-selection__choice__remove {
+        color: white !important;
+        margin-right: 5px;
+    }
+</style>
 <div class="row">
     <div class="col-12">
         <div class="card-body">
@@ -8,156 +20,176 @@
                         <div class="form-group col-md-12">
                             <!-- <label for="ticket_auto_query_note">Add Notes</label> -->
                             <div class="form-row" id="rac_rate_dropdown">
-                                <div class="form-group col-md-12">
-                                    <select id="ticket_mail_auto_query_customButton" class="form-control"
-                                        style="border:none;right: 13px;width: auto;position: absolute;z-index: 1;top: -19px;height: 32px;float: right;">
-                                        <option value="">Documents</option>
+                                <div class="form-group col-md-9">
+                                    <label>Documents</label> <br />
+                                    <select class="form-control" name="documents[]" id="ticket_mail_auto_query_customButton" multiple>
                                         <?php foreach ($ticket_check_list as $value): ?>
-                                            <option value="<?= $value['document']; ?>"><?= $value['document']; ?></option>
+                                            <option value="<?= $value['document']; ?>"
+                                                <?php  //
+                                                //    if (!isset($getData) || (isset($getData['documents']) && in_array($value['document'], $getData['documents']))) {
+                                                //         echo 'selected';
+                                                //     }
+                                                ?>>
+                                                <?= $value['document']; ?>
+                                            </option>
                                         <?php endforeach; ?>
                                     </select>
                                 </div>
+
+                                <div style="padding-top:30px;padding-left:20px;" class="col-md-3">
+                                    <button type="button" class="btn btn-primary" id="insertSelectedDocumnets">Insert Documents</button>
+                                </div>
+
+
                             </div>
                             <textarea class="form-control" id="ticket_auto_query_note" name="note" rows="3"
-                                placeholder="Enter Text"><?= isset($ticket_note['note']) ? $ticket_note['note'] : '' ?></textarea>
+                                placeholder="Enter Text"></textarea>
                         </div>
                     </div>
-                </div><input type="hidden" id="query_note_id"><input type="hidden" <div
-                    class="form-group text-right m-b-0">
-                <button type="submit" class="btn btn-primary" id="ticket_auto_query_submit">Submit</button>
+                </div><input type="hidden" id="query_note_id">
+
+                <div class="form-group text-right">
+                    <button type="submit" class="btn btn-primary" id="ticket_auto_query_submit">Submit</button>
+                </div>
+            </form>
         </div>
-        </form>
-    </div>
-</div> <!-- end col-->
+    </div> <!-- end col-->
 </div>
 <!-- end -->
 
 <script>
-$(document).ready(function() {
-    url = '<?= base_url('ticket/note/1') ?>';
-    data = {
-        id: $('#ticket_master_id').val(),
-        is_auto_query: 1
-    };
-    $.ajax({
-        url: url,
-        data: data,
-        type: 'POST',
-        success: function(res) {
-            if (res.status == true) {
-                $('#ticket_auto_query_note').val(res.data.note);
-                $('#query_note_id').val(res.data.id);
-            }
-        },
-        error: function(xhr, status, error) {
-            console.error(xhr.responseText);
-            console.error(status, error);
-            setTimeout(function() {
-                $('.loader').fadeOut();
-                $('.loader-mask').delay(350).fadeOut('slow');
-                toastr.warning('Something Went Wrong!', 'warning');
-            }, 1000);
-        }
-    })
+    
+    $(document).ready(function() {
 
-    $("#ticket_auto_query").submit(function(event) {
-
-        event.preventDefault();
-        $('.loader').fadeIn();
-        $('.loader-mask').fadeIn();
-
-        var url = '<?= base_url("/ticket/note/2"); ?>';
-        var formData = $(this).serializeArray();
-        var ticket_id = $('#ticket_master_id').val();
-        if (ticket_id != null && ticket_id != '') {
-            formData.push({
-                name: 'ticket_id',
-                value: ticket_id
-            });
-        }
-        var primary_key = $('#query_note_id').val();
-        if (primary_key != null && primary_key != '') {
-            formData.push({
-                name: 'id',
-                value: primary_key
-            });
-        }
-        formData.push({
-            name: 'is_auto_query',
-            value: 1
-        })
-        console.log(formData);
-        sendAjaxRequestForGlobal(url, 'POST', formData, function(response) {
-            if (response.status == true) {
-                $('.loader').fadeOut();
-                $('.loader-mask').delay(350).fadeOut('slow');
-                toastr.success('Note Added Successfully', 'Success');
-                // console.log("Respone id is ")
-                // console.log(response.id);    
-                $('#query_note_id').val(response.id);
-
-
-            } else {
-                $('.loader').fadeOut();
-                $('.loader-mask').delay(350).fadeOut('slow');
-                let message = response.message;
-                toastr.error(message, 'ERROR');
-            }
-
-
-        }, function(xhr, status, error) {
-            console.error('Error fetching data:', error);
-            console.error(xhr.responseText);
-            toastr.error('An error occurred while fetching the report page.', 'ERROR');
-
-            $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
+        // $('#ticket_mail_auto_query_customButton').select2();
+        $('#ticket_mail_auto_query_customButton').select2({
+            placeholder: "Select Documents",
+            allowClear: true,
+            closeOnSelect: false, // This is the key option to keep the dropdown open
+            tags: true
         });
+
+        $("textarea.select2-search__field").attr('rows', '1');
+        $("textarea.select2-search__field").css('resize', 'none');
+
+        const auto_query_editor = Jodit.make("#ticket_auto_query_note", editorConfig);
+        let lastActiveField = null;
+
+        auto_query_editor.events.on("focus", function() {
+            lastActiveField = auto_query_editor;
+        });
+
+        $("#insertSelectedDocumnets").on("click", function() {
+            // Get all selected documents
+            const selectedDocuments = $("#ticket_mail_auto_query_customButton").val();
+
+            if (!selectedDocuments || selectedDocuments.length === 0) {
+                toastr.warning('Please select documents first', 'Warning');
+                return;
+            }
+
+            if (lastActiveField === auto_query_editor) {
+                // Insert each document on a new line
+                selectedDocuments.forEach(document => {
+                    auto_query_editor.selection.insertHTML(document + '<br>');
+                });
+
+                // Clear the selection
+                $("#ticket_mail_auto_query_customButton").val(null).trigger('change');
+            } else {
+                toastr.warning('Please focus on the text area first', 'Warning');
+            }
+        });
+
+        // --------------------------------------------------------------------------------------------------------------
+
+        url = '<?= base_url('ticket/note/1') ?>';
+        data = {
+            id: $('#ticket_master_id').val(),
+            is_auto_query: 1
+        };
+        $.ajax({
+            url: url,
+            data: data,
+            type: 'POST',
+            success: function(res) {
+                console.log('auto query res', res)
+                if (res.status == true) {
+
+                    $('#ticket_auto_query_note').val(res.data.note);
+                    if (auto_query_editor) {
+                        auto_query_editor.value = res.data.note;
+                    }
+                    $('#query_note_id').val(res.data.id);
+                }
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                setTimeout(function() {
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+                    toastr.warning('Something Went Wrong!', 'warning');
+                }, 1000);
+            }
+        })
+
+        $("#ticket_auto_query").submit(function(event) {
+
+            event.preventDefault();
+            $('.loader').fadeIn();
+            $('.loader-mask').fadeIn();
+
+            var url = '<?= base_url("/ticket/note/2"); ?>';
+            var formData = $(this).serializeArray();
+            var ticket_id = $('#ticket_master_id').val();
+            if (ticket_id != null && ticket_id != '') {
+                formData.push({
+                    name: 'ticket_id',
+                    value: ticket_id
+                });
+            }
+            var primary_key = $('#query_note_id').val();
+            if (primary_key != null && primary_key != '') {
+                formData.push({
+                    name: 'id',
+                    value: primary_key
+                });
+            }
+            formData.push({
+                name: 'is_auto_query',
+                value: 1
+            })
+            console.log(formData);
+            sendAjaxRequestForGlobal(url, 'POST', formData, function(response) {
+
+                if (response.status == true) {
+                    
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+                    toastr.success('Note Added Successfully', 'Success');
+                    // console.log("Respone id is ")
+                    // console.log(response.id);    
+                    $('#query_note_id').val(response.id);
+                } else {
+
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+                    let message = response.message;
+                    toastr.error(message, 'ERROR');
+                }
+
+                window.location.reload();
+
+            }, function(xhr, status, error) {
+                console.error('Error fetching data:', error);
+                console.error(xhr.responseText);
+                toastr.error('An error occurred while fetching the report page.', 'ERROR');
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            });
+        });
+
     });
-
-});
-
-let lastActiveField = null;
-
-$("#ticket_auto_query_note").on("focus", function() {
-    lastActiveField = this;
-});
-
-document.addEventListener('change', function(event) {
-
-    var target = event.target;
-
-    if (target.matches('#ticket_mail_auto_query_customButton')) {
-
-        let placeholderValue = $(target).val();
-        if (!placeholderValue) return;
-
-        if (lastActiveField) {
-            if (lastActiveField.id === "ticket_auto_query_note") {
-                insertAtCursor(lastActiveField, placeholderValue);
-            } 
-        }
-
-        $(target).val('');
-    }
-});
-
-function insertAtCursor(input, textToInsert) {
-
-    textToInsert += '\n';
-
-    if (document.selection) {
-        input.focus();
-        var sel = document.selection.createRange();
-        sel.text = textToInsert;
-    } else if (input.selectionStart || input.selectionStart === 0) {
-        let startPos = input.selectionStart;
-        let endPos = input.selectionEnd;
-        input.value = input.value.substring(0, startPos) + textToInsert + input.value.substring(endPos, input.value
-            .length);
-        input.selectionStart = input.selectionEnd = startPos + textToInsert.length;
-    } else {
-        input.value += textToInsert;
-    }
-}
 </script>

app/Views/ticket_edit_onbording.php

@@ -24,28 +24,28 @@
                     <li class="nav-item">
                         <a href="#general-tab" data-toggle="tab" class="nav-link px-2 py-1 active" id="general_tab"
                             aria-expanded="true">
-                            <i class="mdi mdi-contacts mr-1"></i>
+                            <i class="mdi mdi-ticket-account"></i>
                             <span class="d-none d-sm-inline-block">General</span>
                         </a>
                     </li>
                     <li class="nav-item">
                         <a href="#reply-tab" data-toggle="tab" class="nav-link px-2 py-1" id="reply_tab"
                             aria-expanded="false">
-                            <i class="fa fa-file mr-1"></i>
+                            <i class="mdi mdi-message-processing"></i>
                             <span class="d-none d-sm-inline-block">Reply</span>
                         </a>
                     </li>
                     <li class="nav-item">
                         <a href="#note-tab" data-toggle="tab" class="nav-link px-2 py-1" id="note_tab"
                             aria-expanded="false">
-                            <i class="mdi mdi-account-switch mr-1"></i>
-                            <span class="d-none d-sm-inline-block">Note</span>
+                            <i class="mdi mdi-note-text"></i>
+                            <span class="d-none d-sm-inline-block">Notes</span>
                         </a>
                     </li>
                     <li class="nav-item">
                         <a href="#history-tab" data-toggle="tab" class="nav-link px-2 py-1" id="history_tab"
                             aria-expanded="false">
-                            <i class="mdi mdi-source-branch mr-1"></i>
+                            <i class="mdi mdi-history"></i>
                             <span class="d-none d-sm-inline-block">History</span>
                         </a>
                     </li>
@@ -139,6 +139,13 @@ function submitClaimForm(event, form) {
 
     event.preventDefault();
 
+    var isValid = $('#ticket_form_data').parsley().validate();
+
+    if (!isValid) {
+        toastr.warning('Form validation failed. Please check the required fields.', 'WARNING');
+        return false;
+    }
+
     const formAction = '<?= base_url("ticket/update"); ?>';
 
     // Show loader
@@ -228,9 +235,44 @@ function showConfirmationModal(event) {
             console.log($('#ticket_form_data')[0])
             submitClaimForm(event, $('#ticket_form_data')[0]); // Fixed selector
         } else if (result.isDenied) {
-            $('#is_head_approved').val(2);
-            console.log($('#ticket_form_data')[0])
-            submitClaimForm(event, $('#ticket_form_data')[0]); // Fixed selector
+            // Show second Swal for rejection reason
+            Swal.fire({
+                title: "Rejection Reason",
+                text: "Please provide a reason for rejection",
+                input: "textarea",
+                inputPlaceholder: "Enter your reason here...",
+                icon: "info",
+                showCancelButton: true,
+                confirmButtonColor: "#3085d6",
+                cancelButtonColor: "#6c757d",
+                confirmButtonText: "Submit",
+                cancelButtonText: "Back"
+            }).then((reasonResult) => {
+                if (reasonResult.isConfirmed) {
+                    // Check if reason is not empty
+                    if (reasonResult.value && reasonResult.value.trim() !== "") {
+                        $('#is_head_approved').val(2);
+                        $('#rejection_reason').val(reasonResult.value.trim());
+                        console.log($('#ticket_form_data')[0]);
+                        $('#head_rejection_reason').val(reasonResult.value.trim());
+                        submitClaimForm(event, $('#ticket_form_data')[0]);
+                    } else {
+                        // Alert if reason is empty
+                        Swal.fire({
+                            title: "Error",
+                            text: "Rejection reason cannot be empty",
+                            icon: "error",
+                            confirmButtonColor: "#3085d6"
+                        }).then(() => {
+                            // Go back to the rejection reason dialog
+                            showConfirmationModal(event);
+                        });
+                    }
+                } else {
+                    // If canceled, go back to first Swal
+                    showConfirmationModal(event);
+                }
+            });
         } else {
             $('#is_head_approved').val(0);
             return false;

app/Views/ticket_form_gpa.php

@@ -1,16 +1,16 @@
 <style>
-.readonly-select {
-    pointer-events: none;
-    background-color: #e0e0e0;
-    color: #666; 
-}
+    .readonly-select {
+        pointer-events: none;
+        background-color: #e0e0e0;
+        color: #666;
+    }
 </style>
 
 <div class="row">
     <div class="col-12">
-    <div class="<?= !isset($ticket_data) ? "card" : "" ?>" style="margin-right: 23px;">
+        <div class="<?= !isset($ticket_data) ? "card" : "" ?>" style="margin-right: 23px;">
             <div class="card-body">
-                <?php if(!isset($ticket_data)){ ?>
+                <?php if (!isset($ticket_data)) { ?>
                     <!-- Header Section -->
                     <div class="row mb-3">
                         <div class="col-6 d-flex align-items-center">
@@ -25,123 +25,163 @@
                 <?php } ?>
                 <form role="form" class="parsley-examples" method="post" id="ticket_form_data" onsubmit="submitClaimForm(event, this)"
                     enctype="multipart/form-data">
+
+                    <input type="hidden" id="ticket_master_id" name="ticket_master_id" value="<?= isset($ticket_data['id']) ? $ticket_data['id'] : '' ?>">
+                    <input type="hidden" id="is_head_approved" name="is_head_approved" value="<?= isset($ticket_data['is_head_approved']) ? $ticket_data['is_head_approved'] : '' ?>">
+                    <input type="hidden" id="extra_fields_array_for_validate" name="extra_fields_array_for_validate" value='<?= isset($extra_fields_array_for_validate) && !empty($extra_fields_array_for_validate) ? json_encode($extra_fields_array_for_validate) : "[]" ?>'>
+
                     <div class="form-group">
+
+                        <h5>Employee Details</h5>
+                        <hr>
+
+                        <!-- first_data_points -->
                         <div class="form-row">
 
-                           <input type="hidden" id="ticket_master_id" name="ticket_master_id" value="<?= isset($ticket_data['id']) ? $ticket_data['id'] : '' ?>">
-
-                           <div class="form-group col-md-3">
-                                <label for="claim_status">Status<span class="text-danger"></span></label>
-                                <select class="form-control" id="claim_status_id" name="claim_status_id">
-                                    <!-- <option value="0">Select status</option> -->
-                                    <?php
-                                        if (isset($claim_status) && count($claim_status)) {
-                                            foreach ($claim_status as $key => $value) {
-                                                $selected = (isset($ticket_data) && $ticket_data['claim_status_id'] == $value['id']) ? 'selected' : '';
-                                                echo "<option value=" . $value['id'] . " $selected>" . $value['claim_status'] . "</option>";
-                                            }
-                                        }
-                                    ?>
-                                </select>
+                            <div class="form-group col-md-3">
+                                <label for="emp_code">Employee ID <span class="text-danger">*</span> &nbsp; &nbsp; <i class="fa fa-search text-danger"
+                                        aria-hidden="true" onclick="openFetchEmpDataodal(this)"></i> <span class="text-danger"></span></label>
+                                <input type="text" class="form-control" id="emp_code" placeholder="Enter Employee ID"
+                                    value="<?= isset($ticket_data['emp_code']) ? $ticket_data['emp_code'] : '' ?>"
+                                    name="emp_code" required>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="acm_id">Account Manager<span class="text-danger"></span></label>
-                                <select class="form-control" id="acm_id" name="acm_id">
-                                    <!-- <option value="0">Select Account Manager</option> -->
-                                    <?php
-                                        if (isset($acms) && count($acms)) {
-                                            foreach ($acms as $key => $value) {
-                                                $selected = (isset($ticket_data) && $ticket_data['acm_id'] == $value['id']) ? 'selected' : '';
-                                                echo "<option value=" . $value['id'] . " $selected>" . $value['first_name'] . "</option>";
-                                            }
-                                        }
-                                    ?>
-                                </select>
+                                <label for="emp_name">Employee Name <span class="text-danger">*</span></label>
+                                <input type=hidden id="emp_id" name="emp_id" value="<?= isset($ticket_data['emp_id']) ? $ticket_data['emp_id'] : '' ?>">
+                                <input type="text" class="form-control" id="emp_name" placeholder="Enter Employee Name"
+                                    value="<?= isset($ticket_data['emp_name']) ? $ticket_data['emp_name'] : '' ?>"
+                                    name="emp_name" required>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="client_name">Corporate Name<span class="text-danger"></span></label>
-                                <input type="hidden" id="client_id" name="client_id" value="<?= isset($ticket_data['client_id']) ? $ticket_data['client_id'] : '' ?>">
-                                <input type="text" class="form-control" id="client_name" placeholder="Client" value="<?= isset($ticket_data['client_name']) ? $ticket_data['client_name'] : '' ?>" readonly>
+                                <label for="emp_mobile">Employee Mobile No <span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="emp_mobile" placeholder="Enter EMP Mobile"
+                                    value="<?= isset($ticket_data['emp_mobile']) ? $ticket_data['emp_mobile'] : '' ?>"
+                                    name="emp_mobile" required>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="insurer_id">Insurer<span class="text-danger"></span></label>
-                                <input type=hidden id="insurer_id" name="insurer_id" value="<?= isset($ticket_data['insurer_id']) ? $ticket_data['insurer_id'] : '' ?>">
-                                <input type=text class="form-control" id="insurer_name" placeholder="Insurer" value="<?= isset($ticket_data['insurer_name']) ? $ticket_data['insurer_name'] : '' ?>" readonly>
+                                <label for="emp_mail">Employee Mail ID <span class="text-danger">*</span></label>
+                                <input type="text" class="form-control" id="emp_mail" placeholder="Enter EMP Mail"
+                                    value="<?= isset($ticket_data['emp_mail']) ? $ticket_data['emp_mail'] : '' ?>"
+                                    name="emp_mail" required>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="policy_no">Policy No<span class="text-danger"></span></label>
+                                <label for="emp_personal_mail">Employee Personal Mail ID</label>
+                                <input type="text" class="form-control" id="emp_personal_mail" placeholder="Enter EMP Personal Mail"
+                                    value="<?= isset($ticket_data['emp_personal_mail']) ? $ticket_data['emp_personal_mail'] : '' ?>"
+                                    name="emp_personal_mail">
+                            </div>
+
+                            <div class="form-group col-md-3">
+                                <label for="policy_no">Policy No <span class="text-danger"></span></label>
                                 <input type="text" class="form-control" id="policy_no"
                                     value="<?= isset($ticket_data['policy_no']) ? $ticket_data['policy_no'] : '' ?>"
                                     name="policy_no">
                             </div>
 
+                            <div class="form-group col-md-3">
+                                <label for="client_name">Corporate Name <span class="text-danger">*</span></label>
+                                <input type="hidden" id="client_id" name="client_id" value="<?= isset($ticket_data['client_id']) ? $ticket_data['client_id'] : '' ?>">
+                                <input type="text" class="form-control" id="client_name" placeholder="Client" value="<?= isset($ticket_data['client_name']) ? $ticket_data['client_name'] : '' ?>" readonly required>
+                            </div>
+
+                            <div class="form-group col-md-3">
+                                <label for="insurer_id">Insurer <span class="text-danger">*</span></label>
+                                <input type=hidden id="insurer_id" name="insurer_id" value="<?= isset($ticket_data['insurer_id']) ? $ticket_data['insurer_id'] : '' ?>">
+                                <input type=text class="form-control" id="insurer_name" placeholder="Insurer" value="<?= isset($ticket_data['insurer_name']) ? $ticket_data['insurer_name'] : '' ?>" readonly required>
+                            </div>
+                            <input type="hidden" id="empIDHidden" onchange="getClientPolicy()">
+
+                            <div class="col-md-3">
+                                <div class="form-group">
+                                    <label>Policy <span class="text-danger">*</span></label>
+                                    <select id="emp_client_policy" name="client_policy_id"
+                                        class="form-control custom-select" required onchange="setDateValidation(this.value,true)" 
+                                        <?= isset($ticket_data['client_policy_id'])?" class = 'readonly-select'":'' ?>
+                                        >
+                                        <?php if (!empty($ticket_data['client_policy_id'])) { ?>
+                                            <option value="<?= $ticket_data['client_policy_id'] ?>"><?= $ticket_data['client_policy_id_text'] ?></option>
+                                        <?php } else { ?>
+                                            <option value="">Select Policy</option>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+                            </div>
+
+                            <div class="form-group col-md-3">
+                                <label for="acm_id">Account Manager <span class="text-danger">*</span></label>
+                                <select class="form-control" id="acm_id" name="acm_id" required>
+                                    <!-- <option value="0">Select Account Manager</option> -->
+                                    <?php
+                                    if (isset($acms) && count($acms)) {
+                                        foreach ($acms as $key => $value) {
+                                            $selected = (isset($ticket_data) && $ticket_data['acm_id'] == $value['id']) ? 'selected' : '';
+                                            echo "<option value=" . $value['id'] . " $selected>" . $value['first_name'] . "</option>";
+                                        }
+                                    }
+                                    ?>
+                                </select>
+                            </div>
+
+                        </div>
+                        <!-- end first_data_points -->
+
+                        <br><br>
+                        <h5>Claim Details</h5>
+                        <hr>
+
+                        <!-- second_data_points -->
+                        <div class="form-row">
+
                             <div class="form-group col-md-3">
                                 <label for="ticket_type_id"> Policy Type <span class="text-danger"></span></label>
                                 <select class="form-control readonly-select" id="ticket_type_id" name="ticket_type_id" readonly>
                                     <?php
-                                        if (isset($ticket_type) && count($ticket_type)) {
-                                            foreach ($ticket_type as $key => $value) {
-                                                if($key != 1){
-                                                    $selected = (isset($ticket_data) && $ticket_data['ticket_type_id'] == $key) ? 'selected' : ((isset($selected_ticket_type) && $selected_ticket_type == $key) ? 'selected' : '');
-                                                    echo "<option value='" . $key . "' $selected>" . $value . "</option>";
-                                                }
-                                            }
-                                        }
-                                    ?>
-                                </select>
-                            </div>
-
-                            <div class="form-group col-md-3">
-                                <label for="claim_type"> Claim Type <span class="text-danger"></span></label>
-                                <select class="form-control" id="claim_type" name="claim_type">
-                                    <!-- <option value="0">Select claim Type</option> -->
-                                    <?php
-                                        if (isset($claim_type) && count($claim_type)) {
-                                            foreach ($claim_type as $key => $value) {
-                                                $selected = (isset($ticket_data) && $ticket_data['claim_type'] == $key) ? 'selected' : '';
+                                    if (isset($ticket_type) && count($ticket_type)) {
+                                        foreach ($ticket_type as $key => $value) {
+                                            if ($key != 1) {
+                                                $selected = (isset($ticket_data) && $ticket_data['ticket_type_id'] == $key) ? 'selected' : ((isset($selected_ticket_type) && $selected_ticket_type == $key) ? 'selected' : '');
                                                 echo "<option value='" . $key . "' $selected>" . $value . "</option>";
                                             }
                                         }
+                                    }
                                     ?>
                                 </select>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="emp_code">Employee ID &nbsp; <i class="fa fa-search text-danger"
-                                aria-hidden="true" onclick="openFetchEmpDataodal(this)"></i> <span class="text-danger"></span></label>
-                                <input type="text" class="form-control" id="emp_code" placeholder="Enter Employee ID"
-                                    value="<?= isset($ticket_data['emp_code']) ? $ticket_data['emp_code'] : '' ?>"
-                                    name="emp_code">
-                            </div>
-
-
-                            <div class="form-group col-md-3">
-                                <label for="emp_name">Employee Name<span class="text-danger"></span></label>
-                                <input type=hidden id="emp_id" name="emp_id" value="<?= isset($ticket_data['emp_id']) ? $ticket_data['emp_id'] : '' ?>">
-                                <input type="text" class="form-control" id="emp_name" placeholder="Enter Employee Name"
-                                    value="<?= isset($ticket_data['emp_name']) ? $ticket_data['emp_name'] : '' ?>"
-                                    name="emp_name">
+                                <label for="claim_status">Status <span class="text-danger">*</span></label>
+                                <select class="form-control" id="claim_status_id" name="claim_status_id" required>
+                                    <!-- <option value="0">Select status</option> -->
+                                    <?php
+                                    if (isset($claim_status) && count($claim_status)) {
+                                        foreach ($claim_status as $key => $value) {
+                                            $selected = (isset($ticket_data) && $ticket_data['claim_status_id'] == $value['id']) ? 'selected' : '';
+                                            echo "<option value=" . $value['id'] . " $selected>" . $value['claim_status'] . "</option>";
+                                        }
+                                    }
+                                    ?>
+                                </select>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="emp_mobile">Employee Mobile No<span class="text-danger"></span></label>
-                                <input type="text" class="form-control" id="emp_mobile" placeholder="Enter EMP Mobile"
-                                    value="<?= isset($ticket_data['emp_mobile']) ? $ticket_data['emp_mobile'] : '' ?>"
-                                    name="emp_mobile">
+                                <label for="claim_type"> Claim Type <span class="text-danger">*</span></label>
+                                <select class="form-control" id="claim_type" name="claim_type" required>
+                                    <!-- <option value="0">Select claim Type</option> -->
+                                    <?php
+                                    if (isset($claim_type) && count($claim_type)) {
+                                        foreach ($claim_type as $key => $value) {
+                                            $selected = (isset($ticket_data) && $ticket_data['claim_type'] == $key) ? 'selected' : '';
+                                            echo "<option value='" . $key . "' $selected>" . $value . "</option>";
+                                        }
+                                    }
+                                    ?>
+                                </select>
                             </div>
 
-                            <div class="form-group col-md-3">
-                                <label for="emp_mail">Employee Mail ID<span class="text-danger"></span></label>
-                                <input type="text" class="form-control" id="emp_mail" placeholder="Enter EMP Mail"
-                                    value="<?= isset($ticket_data['emp_mail']) ? $ticket_data['emp_mail'] : '' ?>"
-                                    name="emp_mail">
-                            </div>
-
-
                             <div class="form-group col-md-3">
                                 <label for="date_of_join">Date of joining<span class="text-danger"></span></label>
                                 <input type="text" class="form-control" id="date_of_join"
@@ -159,13 +199,13 @@
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="dob">Date of Birth<span class="text-danger"></span></label>
+                                <label for="dob">Date of Birth <span class="text-danger">*</span></label>
                                 <input type="text" class="form-control" id="dob" placeholder="Enter Birth Date"
-                                    value="<?= isset($ticket_data['dob']) ? $ticket_data['dob'] : '' ?>" name="dob">
+                                    value="<?= isset($ticket_data['dob']) ? $ticket_data['dob'] : '' ?>" name="dob" required>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="date_of_accident">Date of Accident<span class="text-danger"></span></label>
+                                <label for="date_of_accident">Date of Accident <span class="text-danger"></span></label>
                                 <input type="text" class="form-control" id="date_of_accident"
                                     placeholder="Enter Accident Date"
                                     value="<?= isset($ticket_data['date_of_accident']) ? $ticket_data['date_of_accident'] : '' ?>"
@@ -173,7 +213,7 @@
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="date_of_death">Date of Death<span class="text-danger"></span></label>
+                                <label for="date_of_death">Date of Death <span class="text-danger"></span></label>
                                 <input type="date_of_death" class="form-control" id="date_of_death"
                                     placeholder="Enter Death Date"
                                     value="<?= isset($ticket_data['date_of_death']) ? $ticket_data['date_of_death'] : '' ?>"
@@ -181,18 +221,33 @@
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="date_of_intimat">Date of Intimation<span class="text-danger"></span></label>
+                                <label for="date_of_intimat">Date of Intimation <span class="text-danger">*</span></label>
                                 <input type="text" class="form-control" id="date_of_intimat"
                                     placeholder="Enter Intimation Date"
                                     value="<?= isset($ticket_data['date_of_intimat']) ? $ticket_data['date_of_intimat'] : '' ?>"
-                                    name="date_of_intimat">
+                                    name="date_of_intimat" required>
                             </div>
 
                             <div class="form-group col-md-3">
-                                <label for="si_amt">Sum insured<span class="text-danger"></span></label>
+                                <label for="si_amt">Sum insured <span class="text-danger">*</span></label>
                                 <input type="text" class="form-control" id="si_amt" placeholder="Enter SI"
                                     value="<?= isset($ticket_data['si_amt']) ? $ticket_data['si_amt'] : '' ?>"
-                                    name="si_amt">
+                                    name="si_amt" required>
+                            </div>
+                        </div>
+                        <!-- end second_data_points -->
+
+                        <br><br>
+                        <h5>Additional Details</h5>
+                        <hr>
+
+                        <!-- third_data_points -->
+                        <div class="form-row">
+
+                            <div class="form-group col-md-3 approved" style="display: none;">
+                                <label for="approved_amount">Approved Amount</label>
+                                <input type="text" class="form-control" id="approved_amount" placeholder="Enter Approved Amount"
+                                    value="<?= isset($ticket_data['approved_amount']) ? $ticket_data['approved_amount'] : '' ?>" name="approved_amount">
                             </div>
 
                             <div class="form-group col-md-3 approved" style="display: none;">
@@ -201,7 +256,7 @@
                                     value="<?= isset($ticket_data['approved_date']) ? $ticket_data['approved_date'] : '' ?>" name="approved_date">
                             </div>
 
-                            <div class="form-group col-md-3 approved" style="display: none;">
+                            <div class="form-group col-md-6 approved" style="display: none;">
                                 <label for="approved_letter">Approved Letter</label>
                                 <input type="text" class="form-control" id="approved_letter" placeholder="Enter Approved Letter"
                                     value="<?= isset($ticket_data['approved_letter']) ? $ticket_data['approved_letter'] : '' ?>" name="approved_letter">
@@ -219,17 +274,39 @@
                                     value="<?= isset($ticket_data['settled_date']) ? $ticket_data['settled_date'] : '' ?>" name="settled_date">
                             </div>
 
-                            <div class="form-group col-md-3 settled" style="display: none;">
+                            <div class="form-group col-md-6 settled" style="display: none;">
                                 <label for="settle_letter">Settle Letter</label>
                                 <input type="text" class="form-control" id="settle_letter" placeholder="Enter Settle Letter"
                                     value="<?= isset($ticket_data['settle_letter']) ? $ticket_data['settle_letter'] : '' ?>" name="settle_letter">
                             </div>
 
+                            <div class="form-group col-md-3 canceled" style="display: none;">
+                                <label for="cancel_remark">Cancel Remark</label>
+                                <textarea class="form-control" id="cancel_remark" rows="1" placeholder="Enter Cancel Remark" name="cancel_remark"><?= isset($ticket_data['cancel_remark']) ? $ticket_data['cancel_remark'] : '' ?></textarea>
+                            </div>
+
+                            <div class="form-group col-md-3 returned" style="display: none;">
+                                <label for="return_remark">Return Remark</label>
+                                <textarea class="form-control" id="return_remark" rows="1" placeholder="Enter Return Remark" name="return_remark"><?= isset($ticket_data['return_remark']) ? $ticket_data['return_remark'] : '' ?></textarea>
+                            </div>
+
+                            <div class="form-group col-md-6 returned" style="display: none;">
+                                <label for="awb_no_courier_name">AWB No with Courier Name</label>
+                                <input type="text" class="form-control" id="awb_no_courier_name" placeholder="eg : 0001/ST Courier"
+                                    value="<?= isset($ticket_data['awb_no_courier_name']) ? $ticket_data['awb_no_courier_name'] : '' ?>" name="awb_no_courier_name">
+                            </div>
+
+
                         </div>
+                        <!-- end third_data_points -->
+
                     </div>
                     <div class="form-group col-md-12 text-right m-b-0" style="margin-top: 29px;">
                         <button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
                             id="btnSubmit">Submit</button>
+                        <?php if (get_role_id() == 5 && isset($ticket_data) && in_array($ticket_data['claim_status_id'], [23, 33, 43])) { ?>
+                            <a class="btn btn-secondary waves-effect waves-light mr-1" onclick="showConfirmationModal(event)">Rejected Approve</a>
+                        <?php } ?>
                     </div>
             </div>
             </form>
@@ -238,63 +315,462 @@
 </div>
 
 <script>
-    
-$(document).ready(function() {
+    let GlobelExtraFields = [];
 
-    var date_of_join = flatpickr("#date_of_join", {
-        dateFormat: "d/m/Y",
-        allowInput: false
-    });
+    var date_of_join;
+    var dob;
+    var date_of_accident;
+    var date_of_death;
+    var date_of_intimat;
 
-    var dob = flatpickr("#dob", {
-        dateFormat: "d/m/Y",
-        allowInput: false
-    });
 
-    var date_of_incep = flatpickr("#date_of_incep", {
-        dateFormat: "d/m/Y",
-        allowInput: false
-    });
+    $(document).ready(function() {
 
-    var date_of_accident = flatpickr("#date_of_accident", {
-        dateFormat: "d/m/Y",
-        allowInput: false
-    });
+        $("#emp_client_policy").select2();
+        date_of_join = flatpickr("#date_of_join", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
 
-    var date_of_death = flatpickr("#date_of_death", {
-        dateFormat: "d/m/Y",
-        allowInput: false
-    });
+        dob = flatpickr("#dob", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
 
-    var date_of_intimat = flatpickr("#date_of_intimat", {
-        dateFormat: "d/m/Y",
-        allowInput: false
-    });
+        var date_of_incep = flatpickr("#date_of_incep", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
 
-    flatpickr("#approved_date", { dateFormat: "d/m/Y", allowInput: false });
-    flatpickr("#settled_date", { dateFormat: "d/m/Y", allowInput: false });
+        date_of_accident = flatpickr("#date_of_accident", {
+            dateFormat: "d/m/Y",
+            allowInput: false,
+            onChange: function(selectedDates) {
+                let selectedDOA = selectedDates[0]; // Get selected DOA date
+                date_of_death.set("minDate", selectedDOA); // Set DOD minDate to DOA
+                date_of_intimat.set("minDate",selectedDOA);
+            }
+        });
 
-    updateClaimStatusDisplay("<?= isset($ticket_data['claim_status_id']) ? $ticket_data['claim_status_id'] : 0 ?>")
+        date_of_death = flatpickr("#date_of_death", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
 
-})
+        date_of_intimat = flatpickr("#date_of_intimat", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
 
-function updateClaimStatusDisplay(value) {
+        flatpickr("#approved_date", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
+        flatpickr("#settled_date", {
+            dateFormat: "d/m/Y",
+            allowInput: false
+        });
 
-    console.log('value', value);
+        // updateClaimStatusDisplay("<?= isset($ticket_data['claim_status_id']) ? $ticket_data['claim_status_id'] : 0 ?>")
+        var extraFields = <?= json_encode(isset($extra_fields) ? $extra_fields : []); ?>;
+        GlobelExtraFields = extraFields;
+        console.log("extraFields", extraFields);
+        claimStatusFieldChanges(extraFields);
 
-    // Hide all sections first
-    $('.settled, .approved').hide();
 
-    // Show relevant section based on value
-    if (value == 20) { // APPROVED
-        $('.approved').show();
-    } else if (value == 24) { // SETTLED
-        $('.settled').show();
+    })
+
+    function updateClaimStatusDisplay(value) {
+
+        console.log('value', value);
+
+        // Hide all sections first
+        $('.settled, .approved, .canceled, .returned').hide();
+
+        // Show relevant section based on value
+        if (value == 20 || value == 30 || value == 40) { // APPROVED
+            $('.approved').show();
+        } else if (value == 24 || value == 34 || value == 44) { // SETTLED
+            $('.settled').show();
+        } else if (value == 47 || value == 53 || value == 58) { // CANCELLED
+            $('.canceled').show();
+        } else if (value == 48 || value == 54 || value == 59) { // RETURNED
+            $('.returned').show();
+        }
     }
-}
 
-$('#claim_status_id').on('change', function() {
-    updateClaimStatusDisplay($(this).val());
-});
+    $('#claim_status_id').on('change', function() {
+        updateClaimStatusDisplay($(this).val());
+    });
 
+    function claimStatusFieldChanges(fields) {
+        console.log('fields', fields);
+        fields.forEach(function(fieldId) {
+            var $field = $("#" + fieldId);
+
+            if ($field.length) {
+                // $field.prop('required', true);
+
+                var $parentDiv = $field.closest("div");
+                $parentDiv.show();
+
+                var $label = $parentDiv.find("label[for='" + fieldId + "']");
+                if ($label.length && !$label.find(".text-danger").length) {
+                    // $label.append(' <span class="text-danger">*</span>');
+                }
+            }
+        });
+    }
+
+    function claimStatusFieldRemoveREquired(fields, remove_or_add, thirdClass) {
+
+        console.log('--------------------------- claimStatusFieldRemoveREquired ---------------------------');
+        console.log('fields', fields);
+        console.log('remove_or_add', remove_or_add);
+
+        fields.forEach(function(fieldId) {
+            var $field = $("#" + fieldId);
+
+            if ($field.length) {
+                $field.prop('required', remove_or_add);
+                var $parentDiv = $field.closest("div");
+                console.log('parentDiv', $parentDiv);
+                var $label = $parentDiv.find("label[for='" + fieldId + "']");
+                // if(remove_or_add == false){
+                //     $parentDiv.find("label[for='" + fieldId + "'] .text-danger").remove();
+                //     console.log('one', remove_or_add);
+                // }else{
+                //     if ($label.length && !$label.find(".text-danger").length) {
+                //         $label.append(' <span class="text-danger">*</span>');
+                //     }
+                // }
+
+            }
+        });
+
+        // $('.'+thirdClass).find('input, textarea').attr('required', true);
+        let extrafieldsArray = $('#extra_fields_array_for_validate').val();
+        try {
+            extrafieldsArray = JSON.parse(extrafieldsArray); // Convert string to object
+        } catch (error) {
+            console.error("Invalid JSON format in extra_fields_array_for_validate:", error);
+            return;
+        }
+
+        var selectedClaimStatus = $('#claim_status_id').val();
+        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;
+        console.log("has value ", hasValue);
+        $thirdClass.each(function() {
+            var id = $(this).find('[id]').first().attr('id');
+            var $label = $(this).find('label');
+            var $thisDiv = $(this);
+            var $inputs = $thisDiv.find('input, textarea, select');
+
+
+            // ✅ Condition 1: Check if this ID is in extraFieldsArray (required by status)
+            var shouldAddRequired = extrafieldsArray[selectedClaimStatus] && extrafieldsArray[selectedClaimStatus].includes(id);
+            console.log("shouldAddRequired ", shouldAddRequired);
+
+            // ✅ Condition 2: If any field in the class has a value, make all required
+            if (shouldAddRequired || hasValue) {
+                if ($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);
+                console.log(`class ${thirdClass} added required label and added required field`);
+            } else {
+                $label.find('.text-danger').remove();
+                console.log("input ", $inputs);
+                // $inputs.prop('required', false);
+                $('.' + thirdClass).find('input, textarea,select').attr('required', false);
+                console.log(`class ${thirdClass} removed required label and removed required field`);
+            }
+        });
+
+
+    }
+
+    $(document).on("input", function(event) {
+
+        let fields = GlobelExtraFields;
+        console.log('fields', fields);
+        let targetId = event.target.id;
+        console.log('targetId', targetId);
+        console.log('fields.includes(targetId)', fields.includes(targetId));
+
+        if (fields.includes(targetId)) {
+
+            let $field = $("#" + targetId);
+            console.log('$field id', $field);
+            let $parentDiv = $field.closest("div");
+            console.log('$parentDiv', $parentDiv);
+            // addRequiredFieldSymbol(targetId);
+            if ($parentDiv.length) {
+                let thirdClass = $parentDiv.attr("class").split(" ")[2] || "";
+                // addRequiredFieldSymbolByClass(thirdClass);
+                console.log('thirdClass', thirdClass);
+
+                if (thirdClass) {
+                    claimStatusFieldRemoveREquired(fields, false, thirdClass);
+                    let $label = $(thirdClass).find("label");
+                    if ($label.length && !$label.find(".text-danger").length) {
+                        $label.append(' <span class="text-danger">*</span>');
+                    }
+                } else {
+                    claimStatusFieldRemoveREquired($field, false, '');
+                }
+            }
+        }
+    });
+    // function addRequiredFieldSymbol(field_name) {
+    //     // Find the field with the given name
+    //     var $field = $(`[name="${field_name}"]`);
+
+    //     if ($field.length) {
+    //         // Find the parent div of this field
+    //         var $parentDiv = $field.closest('div');
+
+    //         if ($parentDiv.length) {
+    //             // Get the classes as an array
+    //             var classes = $parentDiv.attr('class') ? $parentDiv.attr('class').split(/\s+/) : [];
+
+    //             if (classes.length > 0) {
+    //                 // Get the last class in the array
+    //                 var lastClass = classes[classes.length - 1];
+
+    //                 // Find all divs with this last class
+    //                 var $allDivsWithClass = $(`.${lastClass}`);
+
+    //                 // Add asterisk to all labels within these divs
+    //                 $allDivsWithClass.each(function() {
+    //                     var $label = $(this).find('label');
+    //                     if ($label.length && !$label.find('.text-danger').length) {
+    //                         $label.append(' <span class="text-danger">*</span>');
+    //                     }
+    //                 });
+
+    //                 console.log(`Added required symbol to ${$allDivsWithClass.length} labels with class "${lastClass}"`);
+    //             } else {
+    //                 console.warn(`Parent div for field "${field_name}" has no classes`);
+    //             }
+    //         } else {
+    //             console.warn(`No parent div found for field name="${field_name}"`);
+    //         }
+    //     } else {
+    //         console.warn(`No field found with name="${field_name}"`);
+    //     }
+    // }
+    // function addRequiredFieldSymbolByClass(className) {
+    //     // Find all divs with the specified class
+    //     var $divsWithClass = $(`.${className}`);
+
+    //     if ($divsWithClass.length) {
+    //         // Add asterisk to all labels within these divs
+    //         $divsWithClass.each(function() {
+    //             var $label = $(this).find('label');
+    //             if ($label.length && !$label.find('.text-danger').length) {
+    //                 $label.append(' <span class="text-danger">*</span>');
+    //             }
+    //         });
+
+    //         console.log(`Added required symbol to ${$divsWithClass.length} labels with class "${className}"`);
+    //     } else {
+    //         console.warn(`No divs found with class="${className}"`);
+    //     }
+    // }
+
+    $("#empIDHidden").change(function() {
+        console.log("change is detected in hidden branch id");
+        getClientPolicy();
+    })
+
+    var employeeId = "";
+
+    function getClientPolicy() {
+        console.log("get policy function called");
+        hiddenData = $("#empIDHidden").val();
+        hiddenData = JSON.parse(hiddenData);
+        console.log('employee id ', hiddenData['emp_id']);
+        employeeId = hiddenData['emp_id'];
+        data = {
+            emp_id: hiddenData['emp_id']
+        }
+        $.ajax({
+            url: '<?= base_url("/ticket/getPoliciesbyEmpID") ?>',
+            type: "POST",
+            data: data,
+            dataType: 'json',
+            success: function(res) {
+
+                console.log('getClientAndBranchAndPolicy', res);
+                if (res.status == true) {
+                    console.log("data is received2");
+                    policyList = res.policy_data;
+                    // appendClients(res.client_data);
+                    // appendClientsFoerMobileSearch(res.client_data);
+                    appendPolicyDropdown(policyList);
+                    console.log("after function");
+                } else {
+                    console.log('No data found');
+                }
+
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+            }
+        });
+    }
+
+    function appendPolicyDropdown(data) {
+
+        // var ticket_type = $('#ticket_type').val();
+        hiddenData = $("#empIDHidden").val();
+        hiddenData = JSON.parse(hiddenData);
+
+        console.log("second function is called : ", data);
+        let ticket_type = $('#ticket_type_id').val();
+        $('#emp_client_policy').empty();
+        $('#emp_client_policy').append($('<option>', {
+            value: '',
+            text: 'Select Client Policy'
+        }));
+
+        var policyAppendCount = 0;
+        $.each(data, function(index, item) {
+            // console.log(item);
+
+            if (ticket_type != 1 && item.policy_type_id != 2) {
+                $('#emp_client_policy').append($('<option>', {
+                    value: item.client_policy_value,
+                    text: item.client_policy_name
+                }));
+                policyAppendCount++;
+                if (hiddenData['searchType'] != null && hiddenData['searchType'] != "" && hiddenData['policy_id'] != null && hiddenData['policy_id'] != "") {
+                    // $('#emp_client_policy').select2();
+                    $("#emp_client_policy").select2();
+                    $('#emp_client_policy').val(hiddenData['policy_id']).addClass('readonly-select').select2('destroy').trigger("change");
+                } else {
+                    // $('#emp_client_policy').append($('<option>', {
+                    //     value: item.client_policy_value,
+                    //     text: item.client_policy_name
+                    // }));
+                }
+            }
+        })
+
+        if (policyAppendCount == 0) {
+            toastr.warning("No Policies found for the Employee", "Warning");
+        }
+    }
+    // $('#emp_client_policy').select2();
+    $("#emp_client_policy").on('change', function() {
+        console.log("change function called ");
+        policy_id = $("#emp_client_policy").val();
+        // setMinDateDOA(policy_id);
+        setDateValidation(policy_id, true);
+    })
+
+    function setDateValidation(policy_id, memberset = null) {
+        $.ajax({
+            url: '<?= base_url("ticket/getPolicyStartDate") ?>',
+            method: "POST",
+            data: {
+                policy_id: policy_id,
+                employeeId: employeeId ?? null
+            },
+            success: function(response) {
+                console.log(response);
+                if (response.status) {
+                    if (memberset) {
+                        var dobValue = response.empData[0].dob;
+                        var doj = response.empData[0].doj;
+                        console.log('data received fro controller ', dob, doj);
+                        if (dobValue) {
+                            $("#dob").val(dobValue);
+                            $("#dob").addClass('readonly-select');
+                        }
+                        if (doj) {
+                            $("#date_of_join").val(doj);
+                            $("#date_of_join").addClass('readonly-select');
+                        }
+                    }else{
+                        if ($("#dob").hasClass('readonly-select')){
+                            $("#dob").removeClass('readonly-select')
+                            $("#dob").val("");
+                        }
+                        if ($("#date_of_join").hasClass('readonly-select')){
+                            $("#date_of_join").removeClass('readonly-select')
+                            $("#date_of_join").val("");
+                        }
+
+                    }
+
+                    if (response.minDate) {
+                        // var formatMinDate = response.minDate;
+                        var formatMinDate = new Date(response.minDate);
+                        date_of_accident.set("minDate", formatMinDate)
+                        date_of_death.set("minDate", formatMinDate)
+                        date_of_intimat.set("minDate", formatMinDate)
+                    }
+
+
+                } else {
+                    console.error(response.message);
+                }
+
+            }
+        });
+    }
+
+    // function setMinDateDOA(policy_id) {
+    //     console.log("Function set min date called ");
+    //     console.log("Existing DOA instance: ", doa);
+
+    //     $.ajax({
+    //         url: '<?= base_url("ticket/getPolicyStartDate") ?>',
+    //         method: "POST",
+    //         data: {
+    //             policy_id: policy_id
+    //         },
+    //         success: function(response) {
+    //             console.log("mindate response ", response);
+
+    //             if (response.status) {
+    //                 let minDate = new Date(response.minDate);
+    //                 // If doa is not initialized, create the instance
+    //                 if (!doa) {
+    //                     console.log("doa not found, initializing");
+    //                     doa = flatpickr("#doa", {
+    //                         dateFormat: "d/m/Y",
+    //                         allowInput: false,
+    //                         onChange: function(selectedDates) {
+    //                             let selectedDOA = selectedDates[0]; // Get selected DOA date
+    //                             dod.set("minDate", selectedDOA); // Set DOD minDate to DOA
+    //                         },
+    //                         minDate: minDate
+    //                     });
+    //                     var dod = flatpickr("#dod", {
+    //                         dateFormat: "d/m/Y",
+    //                         allowInput: false
+    //                     });
+    //                 } else {
+    //                     // If already initialized, just set the minDate
+    //                     doa.set("minDate", minDate);
+    //                 }
+    //             } else {
+    //                 console.error(response.message);
+    //             }
+    //         },
+    //         error: function(xhr, status, error) {
+    //             console.error(xhr.responseText);
+    //             console.error(status, error);
+    //         }
+    //     });
+    // }
 </script>

app/Views/ticket_history.php

@@ -5,7 +5,7 @@
                 <table id="scroll-horizontal-datatable" class="table w-100">
                     <thead class="bg-light">
                         <tr>
-                            <th>Field</th>
+                            <th>Label</th>
                             <!-- <th>Old Value</th>
                             <th>New Value</th> -->
                             <th>Change</th>

app/Views/ticket_list.php

@@ -74,11 +74,11 @@ table.dataTable tbody td {
                                        title="  <?php 
                                                 if ($row['claim_status_id'] == 8) {
                                                     if ($row['is_head_approved'] == 0) {
-                                                        echo 'Waiting For Head Approvel'; 
+                                                        echo 'Waiting for approvel'; 
                                                     } elseif ($row['is_head_approved'] == 1) {
-                                                        echo 'Head Approved';
+                                                        echo 'Rejection approved';
                                                     } elseif ($row['is_head_approved'] == 2) {
-                                                        echo 'Head Rejected';
+                                                        echo 'Rejection not approved';
                                                     } else {
                                                         echo $row['status'];
                                                     }
@@ -90,7 +90,7 @@ table.dataTable tbody td {
 
                                         <span class="status-tooltip">
                                             <?php 
-                                                if ($row['claim_status_id'] == 8) {
+                                                if (in_array($row['claim_status_id'],[8,23,33,43])) {
                                                     if ($row['is_head_approved'] == 0) {
                                                         echo $row['status'] . '&nbsp;<i class="fa fa-exclamation-triangle" style="color:#cece00;" aria-hidden="true"></i>'; 
                                                     } elseif ($row['is_head_approved'] == 1) {

app/Views/ticket_mail_template.php

@@ -1,56 +1,56 @@
 <style>
-.table th,
-.table td {
-    padding: 8px;
-}
+    .table th,
+    .table td {
+        padding: 8px;
+    }
 
-table.dataTable tbody td {
-    padding: 4px 4px !important;
-}
+    table.dataTable tbody td {
+        padding: 4px 4px !important;
+    }
 
-.col-12 {
+    .col-12 {
 
-    max-width: 98% !important;
-}
+        max-width: 98% !important;
+    }
 
-.dataTables_filter {
-    position: absolute;
-}
+    .dataTables_filter {
+        position: absolute;
+    }
 
-.right-align-input {
-    text-align: right;
-}
+    .right-align-input {
+        text-align: right;
+    }
 
-.addbtnStyle {
-    margin-left: 20px !important;
-}
+    .addbtnStyle {
+        margin-left: 20px !important;
+    }
 
-.custom-dropdown-menu {
-    display: none;
-    position: absolute;
-    background-color: #ffffff !important;
-    border: 1px solid rgba(0, 0, 0, 0.15);
-    border-radius: 0.25rem;
-    padding: 0.5rem 0;
-    min-width: 10rem;
-    z-index: 9999;
-    box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
-}
+    .custom-dropdown-menu {
+        display: none;
+        position: absolute;
+        background-color: #ffffff !important;
+        border: 1px solid rgba(0, 0, 0, 0.15);
+        border-radius: 0.25rem;
+        padding: 0.5rem 0;
+        min-width: 10rem;
+        z-index: 9999;
+        box-shadow: 0 0 10px rgba(0, 0, 0, 0.1);
+    }
 
-.custom-dropdown-menu .dropdown-item {
-    display: block !important;
-    width: 100% !important;
-    padding: 0.5rem 1rem !important;
-    color: #212529 !important;
-    text-decoration: none !important;
-    background-color: transparent !important;
-}
+    .custom-dropdown-menu .dropdown-item {
+        display: block !important;
+        width: 100% !important;
+        padding: 0.5rem 1rem !important;
+        color: #212529 !important;
+        text-decoration: none !important;
+        background-color: transparent !important;
+    }
 
-.custom-dropdown-menu .dropdown-item:hover {
-    background-color: #f8f9fa !important;
-    color: #16181b !important;
-    cursor: pointer !important;
-}
+    .custom-dropdown-menu .dropdown-item:hover {
+        background-color: #f8f9fa !important;
+        color: #16181b !important;
+        cursor: pointer !important;
+    }
 </style>
 
 <div class="col-12">
@@ -75,28 +75,37 @@ table.dataTable tbody td {
                     </thead>
                     <tbody>
                         <?php if (isset($ticket_data)) { ?>
-                        <?php foreach($ticket_data as $index => $row){ ?>
-                        <tr>
-                            <td><?php echo $row['template_name'] ?? ""; ?></td>
-                            <td><?php echo $ticket_type[$row['ticket_type']] ?? ""; ?></td>
-                            <td><?php echo $trigger_type[$row['trigger_type']] ?? ""; ?></td>
-                            <td><?=$row['is_auto_mail'] == 1?'Auto':"Manual" ?></td>
-                            <td>
-                                <div class="btn-group dropdown">
-                                    <a href="javascript: void(0);"
-                                        class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
-                                        aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
-                                    <div class="dropdown-menu dropdown-menu-right">
-                                        <a class="dropdown-item" href="#"
-                                            onclick="getMailTemplateData(<?=$row['id']?>)"><i
-                                                class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
-                                        <a class="dropdown-item" onclick="deleteTemplate(<?=$row['id']?>)"><i
-                                                class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>
-                                    </div>
-                                </div>
-                            </td>
-                        </tr>
-                        <?php } ?>
+                            <?php foreach ($ticket_data as $index => $row) { ?>
+                                <tr>
+                                    <td> <?php echo $row['template_name'] ?? ""; ?> &nbsp;
+                                        <i class="fe-alert-circle"
+                                            style="color: #000;"
+                                            aria-hidden="true"
+                                            data-toggle="tooltip"
+                                            data-placement="top"
+                                            title="<?php echo "Status : ". ($row['tool_tip'] ?? ''); ?>"></i>
+
+                                    </td>
+
+                                    <td><?php echo $ticket_type[$row['ticket_type']] ?? ""; ?></td>
+                                    <td><?php echo $trigger_type[$row['trigger_type']] ?? ""; ?></td>
+                                    <td><?= $row['is_auto_mail'] == 1 ? 'Auto' : "Manual" ?></td>
+                                    <td>
+                                        <div class="btn-group dropdown">
+                                            <a href="javascript: void(0);"
+                                                class="dropdown-toggle arrow-none btn btn-light btn-sm" data-toggle="dropdown"
+                                                aria-expanded="false"><i class="mdi mdi-dots-horizontal"></i></a>
+                                            <div class="dropdown-menu dropdown-menu-right">
+                                                <a class="dropdown-item" href="#"
+                                                    onclick="getMailTemplateData(<?= $row['id'] ?>)"><i
+                                                        class="mdi mdi-pencil mr-2 text-muted font-18 vertical-middle"></i>Edit</a>
+                                                <a class="dropdown-item" onclick="deleteTemplate(<?= $row['id'] ?>)"><i
+                                                        class="mdi mdi-delete mr-2 text-muted font-18 vertical-middle"></i>Delete</a>
+                                            </div>
+                                        </div>
+                                    </td>
+                                </tr>
+                            <?php } ?>
                         <?php } ?>
                     </tbody>
                 </table>
@@ -135,11 +144,11 @@ table.dataTable tbody td {
                                 <select class="form-control" id="policy_type" name="ticket_type" required>
                                     <option value="">Select Policy Type</option>
                                     <?php
-                                        if (isset($policy_type) && count($policy_type)) {
-                                            foreach ($policy_type as $key => $value) {
-                                                echo "<option value=" . $key . ">" . $value . "</option>";
-                                            }
+                                    if (isset($policy_type) && count($policy_type)) {
+                                        foreach ($policy_type as $key => $value) {
+                                            echo "<option value=" . $key . ">" . $value . "</option>";
                                         }
+                                    }
                                     ?>
                                 </select>
                             </div>
@@ -149,11 +158,11 @@ table.dataTable tbody td {
                                 <select class="form-control" id="trigger_type" name="trigger_type" required>
                                     <option value="">Select status</option>
                                     <?php
-                                        if (isset($trigger_type) && count($trigger_type)) {
-                                            foreach ($trigger_type as $key => $value) {
-                                                echo "<option value=" . $key . ">" . $value . "</option>";
-                                            }
+                                    if (isset($trigger_type) && count($trigger_type)) {
+                                        foreach ($trigger_type as $key => $value) {
+                                            echo "<option value=" . $key . ">" . $value . "</option>";
                                         }
+                                    }
                                     ?>
                                 </select> <input id="primaryKey" type="hidden">
                             </div>
@@ -171,6 +180,12 @@ table.dataTable tbody td {
 
                             </div>
 
+                            <div class="form-group col-md-6">
+                                <label for="claim_status_for_template">Claim Status</label>
+                                <input type="text" readonly id="claim_status_for_template" class="form-control" />
+                            </div>
+
+
                         </div>
 
                         <div class="form-row">
@@ -191,12 +206,15 @@ table.dataTable tbody td {
                                         <select id="ticket_mail_customButton" class="form-control"
                                             style="border:none;right: 6px;width: auto;position: absolute;z-index: 1;top: 17px;height: 32px;float: right;">
                                             <option value="">PlaceHolders</option>
-                                            <?php  foreach ($placeHolders as $key => $value): ?>
-                                            <?php // if($value == 'member_name' || $value == 'member_mobile' || $value == 'nhance_logo' || $value == 'client_logo' || $value == 'app_link' || $value == 'client_name'){ ?>member_mobile
-                                            <?php $valueChange = str_replace('_', ' ', $value); $valueChange = ucwords($valueChange); ?>
-                                                        <option value="<?php echo $key; ?>"><?php echo $valueChange; ?></option>
-                                            </option>
-                                            <?php //} ?>
+                                            <?php foreach ($placeHolders as $key => $value): ?>
+                                                <?php // if($value == 'member_name' || $value == 'member_mobile' || $value == 'nhance_logo' || $value == 'client_logo' || $value == 'app_link' || $value == 'client_name'){ 
+                                                ?>member_mobile
+                                                <?php $valueChange = str_replace('_', ' ', $value);
+                                                $valueChange = ucwords($valueChange); ?>
+                                                <option value="<?php echo $key; ?>"><?php echo $valueChange; ?></option>
+                                                </option>
+                                                <?php //} 
+                                                ?>
                                             <?php endforeach; ?>
                                         </select>
                                     </div>
@@ -216,392 +234,397 @@ table.dataTable tbody td {
 </div><!-- /.modal -->
 
 <!-------------------------------------------------------------------------------------------------->
-
 <script>
-// Datatable document ready
-$(document).ready(function() {
-
-    var ticketsTable = $('#scroll-horizontal-datatable');
-
-    if (ticketsTable.length) {
-
-        ticketsTable.DataTable({
-            scrollX: true,
-            dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
-                "<'row'<'col-sm-12'tr>>" +
-                "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
-            buttons: [{
-                text: 'Add Template',
-                className: 'buttons-html5 addbtnStyle',
-                action: function(e, dt, node, config) {
-                    openModal()
-                }
-            }],
-            language: {
-                search: "_INPUT_",
-                searchPlaceholder: "Search..."
-            },
-            paging: true, // Enable pagination
-            pageLength: 25, // Set default number of rows per page (optional)
-            ordering: false,
-        });
-    } else {
-        console.error("Table atet found.");
-    }
-    var toolbar = "bold,italic,strikethrough,|,superscript,subscript,|,align,";
-    const editorConfig = {
-        buttons: toolbar.concat(['fontsize']),
-        fontsize: [8, 10, 12, 14, 16, 18, 20, 22, 24], // Customize font sizes
-        showPlaceholder: false,
-        toolbarButtonSize: 'small',
-        toolbarAdaptive: false,
-        saveHeightInStorage: true,
-        minHeight: 400,
-        extraButtons: [{
-            name: 'info',
-            iconURL: '<?= base_url()."public"; ?>/assets/images/image-solid.svg', // Replace with the actual icon URL
-            exec: function(editor) {
-                const fileInput = document.getElementById("Question_title_fileInput");
-                fileInput.click();
-            },
-        }, ],
-    };
-
-    const editor = Jodit.make("#ticket_mail_editor", editorConfig);
-
-    let lastActiveField = null;
-
-    // Track last active input field
-    $("#template_subject").on("focus", function() {
-        lastActiveField = this;
+    $(document).ready(function() {
+        $('[data-toggle="tooltip"]').tooltip();
     });
-
-    // Track Jodit editor focus separately
-    editor.events.on("focus", function() {
-        lastActiveField = editor;
-    });
-
-    document.addEventListener('change', function(event) {
-        var target = event.target;
-        if (target.matches('#ticket_mail_customButton')) {
-            let placeholderValue = $(target).val();
-            if (!placeholderValue) return;
-
-            if (lastActiveField) {
-                if (lastActiveField.id === "template_subject") {
-                    insertAtCursor(lastActiveField, placeholderValue);
-                } else {
-                    editor.selection.insertHTML(placeholderValue);
-                }
-            }
-
-            $(target).val('');
-        }
-    });
-
-    function insertAtCursor(input, textToInsert) {
-        if (document.selection) {
-            input.focus();
-            var sel = document.selection.createRange();
-            sel.text = textToInsert;
-        } else if (input.selectionStart || input.selectionStart === 0) {
-            let startPos = input.selectionStart;
-            let endPos = input.selectionEnd;
-            input.value = input.value.substring(0, startPos) + textToInsert + input.value.substring(endPos,
-                input.value.length);
-            input.selectionStart = input.selectionEnd = startPos + textToInsert.length;
-        } else {
-            input.value += textToInsert;
-        }
-    }
-
-
-    $('.close').click(function() {
-        $('#template_subject').val('');
-        $('#template_name').val('');
-        $('#primaryKey').val('');
-        $('#policy_type').val('').change();
-        $('#trigger_type').val('').change();
-        editor.setEditorValue('');
-        $('#primaryKey').val(null);
-        $('#statusSwitch').prop('checked', false);
-
-    })
-    $('#ticket_mail_editor_modal').submit(function(event) {
-
-        event.preventDefault();
-        let isValid = true;
-        $('#ticket_mail_editor_modal [required]').each(function() {
-            if (!this.value.trim()) {
-                isValid = false;
-                $(this).addClass('is-invalid'); // Add a red border for visibility
-            } else {
-                $(this).removeClass('is-invalid');
-            }
-        });
-
-        if (!isValid) {
-            toastr.error('Please fill all required fields.', 'Validation Error');
-            return; // Prevent submission
-        }
-        var joditEditor = editor;
-        if (joditEditor) {
-            var mailContent = $(joditEditor.currentPlace.container).find('.jodit-wysiwyg').html();
-            var formData = $(this).serializeArray();
-            formData.push({
-                name: 'mail_content',
-                value: mailContent
-            });
-            // formData.push({ name: 'client_id', value: $('#general_PrimaryKey').val() });
-            var isAutoMailEnabled = $('#statusSwitch').is(':checked') ? 1 : 0;
-            formData.push({
-                name: 'is_auto_mail',
-                value: isAutoMailEnabled
-            });
-            var primary_key = $('#primaryKey').val();
-            if (primary_key != null && primary_key != '') {
-                formData.push({
-                    name: 'id',
-                    value: primary_key
-                });
-            }
-            $('.loader').fadeIn();
-            $('.loader-mask').fadeIn();
-            var form_action = '<?= base_url("ticket/crud_mail_template/1") ?>';
-            $.ajax({
-                url: form_action,
-                type: "POST",
-                data: formData,
-                dataType: 'json',
-                success: function(res) {
-                    if (res.status == true) {
-                        $('#new_mail_template').find('.close').click();
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
-                        toastr.success('Template saved successfully!', 'Success');
-                        location.reload();
-                    } else if (res.status == false) {
-                        toastr.error('Failed to Save Data', 'error');
-                    }
-
-                },
-                error: function(xhr, status, error) {
-                    console.error(xhr.responseText);
-                    console.error(status, error);
-                    setTimeout(function() {
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
-                        toastr.error('Something Wrong!', 'warning');
-                    }, 1000);
-                }
-            });
-        } else {
-            console.error("Jodit editor instance is not defined.");
-        }
-    })
-
-});
-
-function openModal() {
-    var myModal = new bootstrap.Modal(document.getElementById('new_mail_template'));
-    myModal.show();
-}
-
-function deleteTemplate(id) {
-    const url = '<?= base_url("ticket/crud_mail_template/3") ?>';
-    const data = {
-        id: id
-    }; // Ensure data is passed as an object
-
-    Swal.fire({
-        title: "Are you sure?",
-        text: "You need to remove this template.",
-        icon: "info",
-        showCancelButton: true,
-        confirmButtonColor: "#3085d6",
-        confirmButtonText: "Yes",
-    }).then((result) => {
-        if (result.isConfirmed) {
-            $('.loader').fadeIn();
-            $('.loader-mask').fadeIn();
-            $.ajax({
-                url: url,
-                type: "POST",
-                data: data,
-                success: function(res) {
-                    if (res.status === true) {
-                        location.reload();
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
-                        toastr.success('Template Deleted successfully!', 'Success');
-                    } else if (res.status === false) {
-                        toastr.error('Failed to Delete Template', 'Error');
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
-                    }
-                },
-                error: function(xhr, status, error) {
-                    console.error(xhr.responseText);
-                    console.error(status, error);
-                    setTimeout(function() {
-                        $('.loader').fadeOut();
-                        $('.loader-mask').delay(350).fadeOut('slow');
-                        toastr.error('Something went wrong!', 'Warning');
-                    }, 1000);
-                }
-            });
-        }
-    });
-}
-
-function getMailTemplateData(id) {
-    const template_name = 'new_mail_template';
-    $('.loader').fadeIn();
-    $('.loader-mask').fadeIn();
-
-    var form_action = '<?= base_url("ticket/crud_mail_template/2") ?>';
-    var data = {
-        id: id
-    };
-
-    $.ajax({
-        url: form_action,
-        type: "POST",
-        data: data,
-        success: function(res) {
-            console.log('get Mail Template Data', res);
-            if (res) {
-                if (res.status == true) {
-                    // Open the modal
-                    openModal();
-
-                    // Populate the form fields
-                    $('#template_subject').val(res.data.subject);
-                    $('#template_name').val(res.data.template_name);
-                    $('#primaryKey').val(res.data.id);
-                    $('#policy_type').val(res.data.ticket_type).change();
-                    $('#trigger_type').val(res.data.trigger_type).change();
-                    $('.jodit-wysiwyg').html(res.data.mail_content);
-
-                    // Set the auto mail switch
-                    if (res.data.is_auto_mail == 1) {
-                        $('#statusSwitch').prop('checked', true);
-                    } else {
-                        $('#statusSwitch').prop('checked', false);
-                    }
-
-                    // Populate any additional fields if necessary, like placeholders
-                    // Assuming `placeholders` is an array in the response
-                    if (res.placeholders) {
-                        res.placeholders.forEach(function(placeholder) {
-                            // You can populate any dropdown or field as required
-                            $('#ticket_mail_customButton').val(placeholder);
-                        });
-                    }
-                } else {
-                    toastr.error('Data Not Found', 'error');
-                }
-            }
-            $('.loader').fadeOut();
-            $('.loader-mask').delay(350).fadeOut('slow');
-        },
-        error: function(xhr, status, error) {
-            console.error(xhr.responseText);
-            console.error(status, error);
-            setTimeout(function() {
-                $('.loader').fadeOut();
-                $('.loader-mask').delay(350).fadeOut('slow');
-                toastr.warning('Something Went Wrong!', 'warning');
-            }, 1000);
-        }
-    });
-}
 </script>
 <script>
-document.addEventListener("DOMContentLoaded", function() {
-    const table = document.getElementById("scroll-horizontal-datatable");
+    // Datatable document ready
+    $(document).ready(function() {
 
-    // Create custom dropdown
-    function createCustomDropdown(row) {
-        // Get the original dropdown items
-        const originalDropdown = row.querySelector('.dropdown-menu');
-        if (!originalDropdown) return null;
+        var ticketsTable = $('#scroll-horizontal-datatable');
 
-        // Create new dropdown with proper background and spacing
-        const customDropdown = document.createElement('div');
-        customDropdown.className = 'custom-dropdown-menu';
+        if (ticketsTable.length) {
 
-        // Copy inner content while maintaining icon alignment
-        customDropdown.innerHTML = originalDropdown.innerHTML;
+            ticketsTable.DataTable({
+                scrollX: true,
+                dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
+                    "<'row'<'col-sm-12'tr>>" +
+                    "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
+                buttons: [{
+                    text: 'Add Template',
+                    className: 'buttons-html5 addbtnStyle',
+                    action: function(e, dt, node, config) {
+                        openModal()
+                    }
+                }],
+                language: {
+                    search: "_INPUT_",
+                    searchPlaceholder: "Search..."
+                },
+                paging: true, // Enable pagination
+                pageLength: 25, // Set default number of rows per page (optional)
+                ordering: false,
+            });
+        } else {
+            console.error("Table atet found.");
+        }
+        var toolbar = "bold,italic,strikethrough,|,superscript,subscript,|,align,";
+        const editorConfig = {
+            buttons: toolbar.concat(['fontsize']),
+            fontsize: [8, 10, 12, 14, 16, 18, 20, 22, 24], // Customize font sizes
+            showPlaceholder: false,
+            toolbarButtonSize: 'small',
+            toolbarAdaptive: false,
+            saveHeightInStorage: true,
+            minHeight: 400,
+            extraButtons: [{
+                name: 'info',
+                iconURL: '<?= base_url() . "public"; ?>/assets/images/image-solid.svg', // Replace with the actual icon URL
+                exec: function(editor) {
+                    const fileInput = document.getElementById("Question_title_fileInput");
+                    fileInput.click();
+                },
+            }, ],
+        };
 
-        return customDropdown;
+        const editor = Jodit.make("#ticket_mail_editor", editorConfig);
+
+        let lastActiveField = null;
+
+        // Track last active input field
+        $("#template_subject").on("focus", function() {
+            lastActiveField = this;
+        });
+
+        // Track Jodit editor focus separately
+        editor.events.on("focus", function() {
+            lastActiveField = editor;
+        });
+
+        document.addEventListener('change', function(event) {
+            var target = event.target;
+            if (target.matches('#ticket_mail_customButton')) {
+                let placeholderValue = $(target).val();
+                if (!placeholderValue) return;
+
+                if (lastActiveField) {
+                    if (lastActiveField.id === "template_subject") {
+                        insertAtCursor(lastActiveField, placeholderValue);
+                    } else {
+                        editor.selection.insertHTML(placeholderValue);
+                    }
+                }
+
+                $(target).val('');
+            }
+        });
+
+        function insertAtCursor(input, textToInsert) {
+            if (document.selection) {
+                input.focus();
+                var sel = document.selection.createRange();
+                sel.text = textToInsert;
+            } else if (input.selectionStart || input.selectionStart === 0) {
+                let startPos = input.selectionStart;
+                let endPos = input.selectionEnd;
+                input.value = input.value.substring(0, startPos) + textToInsert + input.value.substring(endPos,
+                    input.value.length);
+                input.selectionStart = input.selectionEnd = startPos + textToInsert.length;
+            } else {
+                input.value += textToInsert;
+            }
+        }
+
+
+        $('.close').click(function() {
+            $('#template_subject').val('');
+            $('#template_name').val('');
+            $('#primaryKey').val('');
+            $('#policy_type').val('').change();
+            $('#trigger_type').val('').change();
+            editor.setEditorValue('');
+            $('#primaryKey').val(null);
+            $('#statusSwitch').prop('checked', false);
+
+        })
+        $('#ticket_mail_editor_modal').submit(function(event) {
+
+            event.preventDefault();
+            let isValid = true;
+            $('#ticket_mail_editor_modal [required]').each(function() {
+                if (!this.value.trim()) {
+                    isValid = false;
+                    $(this).addClass('is-invalid'); // Add a red border for visibility
+                } else {
+                    $(this).removeClass('is-invalid');
+                }
+            });
+
+            if (!isValid) {
+                toastr.error('Please fill all required fields.', 'Validation Error');
+                return; // Prevent submission
+            }
+            var joditEditor = editor;
+            if (joditEditor) {
+                var mailContent = $(joditEditor.currentPlace.container).find('.jodit-wysiwyg').html();
+                var formData = $(this).serializeArray();
+                formData.push({
+                    name: 'mail_content',
+                    value: mailContent
+                });
+                // formData.push({ name: 'client_id', value: $('#general_PrimaryKey').val() });
+                var isAutoMailEnabled = $('#statusSwitch').is(':checked') ? 1 : 0;
+                formData.push({
+                    name: 'is_auto_mail',
+                    value: isAutoMailEnabled
+                });
+                var primary_key = $('#primaryKey').val();
+                if (primary_key != null && primary_key != '') {
+                    formData.push({
+                        name: 'id',
+                        value: primary_key
+                    });
+                }
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+                var form_action = '<?= base_url("ticket/crud_mail_template/1") ?>';
+                $.ajax({
+                    url: form_action,
+                    type: "POST",
+                    data: formData,
+                    dataType: 'json',
+                    success: function(res) {
+                        if (res.status == true) {
+                            $('#new_mail_template').find('.close').click();
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                            toastr.success('Template saved successfully!', 'Success');
+                            location.reload();
+                        } else if (res.status == false) {
+                            toastr.error('Failed to Save Data', 'error');
+                        }
+
+                    },
+                    error: function(xhr, status, error) {
+                        console.error(xhr.responseText);
+                        console.error(status, error);
+                        setTimeout(function() {
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                            toastr.error('Something Wrong!', 'warning');
+                        }, 1000);
+                    }
+                });
+            } else {
+                console.error("Jodit editor instance is not defined.");
+            }
+        })
+
+    });
+
+    function openModal() {
+        var myModal = new bootstrap.Modal(document.getElementById('new_mail_template'));
+        myModal.show();
     }
 
-    let activeDropdown = null;
+    function deleteTemplate(id) {
+        const url = '<?= base_url("ticket/crud_mail_template/3") ?>';
+        const data = {
+            id: id
+        }; // Ensure data is passed as an object
 
-    // Add click event listener to rows
-    table.querySelectorAll("tbody tr").forEach(row => {
-        const customDropdown = createCustomDropdown(row);
-        if (!customDropdown) return;
-
-        document.body.appendChild(customDropdown);
-
-        row.addEventListener("click", function(event) {
-            // Ignore clicks on the action column
-            if (event.target.closest('td:last-child')) {
-                return;
+        Swal.fire({
+            title: "Are you sure?",
+            text: "You need to remove this template.",
+            icon: "info",
+            showCancelButton: true,
+            confirmButtonColor: "#3085d6",
+            confirmButtonText: "Yes",
+        }).then((result) => {
+            if (result.isConfirmed) {
+                $('.loader').fadeIn();
+                $('.loader-mask').fadeIn();
+                $.ajax({
+                    url: url,
+                    type: "POST",
+                    data: data,
+                    success: function(res) {
+                        if (res.status === true) {
+                            location.reload();
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                            toastr.success('Template Deleted successfully!', 'Success');
+                        } else if (res.status === false) {
+                            toastr.error('Failed to Delete Template', 'Error');
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                        }
+                    },
+                    error: function(xhr, status, error) {
+                        console.error(xhr.responseText);
+                        console.error(status, error);
+                        setTimeout(function() {
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                            toastr.error('Something went wrong!', 'Warning');
+                        }, 1000);
+                    }
+                });
             }
-
-            // Hide any active dropdown
-            if (activeDropdown) {
-                activeDropdown.style.display = 'none';
-            }
-
-            // Get click position
-            const rect = event.target.getBoundingClientRect();
-
-            // Position the dropdown with some offset
-            customDropdown.style.display = 'block';
-            customDropdown.style.position = 'fixed';
-            customDropdown.style.left = `${rect.left}px`;
-            customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
-
-            // Set as active dropdown
-            activeDropdown = customDropdown;
-
-            event.stopPropagation();
         });
+    }
 
-        // Preserve click handlers and add auto-close
-        customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
-            item.addEventListener('click', function(e) {
-                const onclickAttr = this.getAttribute('onclick');
-                if (onclickAttr) {
-                    eval(onclickAttr);
+    function getMailTemplateData(id) {
+        const template_name = 'new_mail_template';
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        var form_action = '<?= base_url("ticket/crud_mail_template/2") ?>';
+        var data = {
+            id: id
+        };
+
+        $.ajax({
+            url: form_action,
+            type: "POST",
+            data: data,
+            success: function(res) {
+                console.log('get Mail Template Data', res);
+                if (res) {
+                    if (res.status == true) {
+                        // Open the modal
+                        openModal();
+
+                        // Populate the form fields
+                        $('#template_subject').val(res.data.subject);
+                        $('#template_name').val(res.data.template_name);
+                        $('#primaryKey').val(res.data.id);
+                        $('#policy_type').val(res.data.ticket_type).change();
+                        $('#trigger_type').val(res.data.trigger_type).change();
+                        $('#claim_status_for_template').val(res.data.tool_tip);
+                        $('.jodit-wysiwyg').html(res.data.mail_content);
+
+                        // Set the auto mail switch
+                        if (res.data.is_auto_mail == 1) {
+                            $('#statusSwitch').prop('checked', true);
+                        } else {
+                            $('#statusSwitch').prop('checked', false);
+                        }
+
+                        // Populate any additional fields if necessary, like placeholders
+                        // Assuming `placeholders` is an array in the response
+                        if (res.placeholders) {
+                            res.placeholders.forEach(function(placeholder) {
+                                // You can populate any dropdown or field as required
+                                $('#ticket_mail_customButton').val(placeholder);
+                            });
+                        }
+                    } else {
+                        toastr.error('Data Not Found', 'error');
+                    }
+                }
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                setTimeout(function() {
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+                    toastr.warning('Something Went Wrong!', 'warning');
+                }, 1000);
+            }
+        });
+    }
+</script>
+<script>
+    document.addEventListener("DOMContentLoaded", function() {
+        const table = document.getElementById("scroll-horizontal-datatable");
+
+        // Create custom dropdown
+        function createCustomDropdown(row) {
+            // Get the original dropdown items
+            const originalDropdown = row.querySelector('.dropdown-menu');
+            if (!originalDropdown) return null;
+
+            // Create new dropdown with proper background and spacing
+            const customDropdown = document.createElement('div');
+            customDropdown.className = 'custom-dropdown-menu';
+
+            // Copy inner content while maintaining icon alignment
+            customDropdown.innerHTML = originalDropdown.innerHTML;
+
+            return customDropdown;
+        }
+
+        let activeDropdown = null;
+
+        // Add click event listener to rows
+        table.querySelectorAll("tbody tr").forEach(row => {
+            const customDropdown = createCustomDropdown(row);
+            if (!customDropdown) return;
+
+            document.body.appendChild(customDropdown);
+
+            row.addEventListener("click", function(event) {
+                // Ignore clicks on the action column
+                if (event.target.closest('td:last-child')) {
+                    return;
                 }
 
-                const href = this.getAttribute('href');
-                if (href && href !== '#') {
-                    window.location.href = href;
-                }
-
-                // Close the dropdown after handling the click
+                // Hide any active dropdown
                 if (activeDropdown) {
                     activeDropdown.style.display = 'none';
-                    activeDropdown = null;
                 }
 
-                e.stopPropagation();
+                // Get click position
+                const rect = event.target.getBoundingClientRect();
+
+                // Position the dropdown with some offset
+                customDropdown.style.display = 'block';
+                customDropdown.style.position = 'fixed';
+                customDropdown.style.left = `${rect.left}px`;
+                customDropdown.style.top = `${rect.bottom + 5}px`; // Add 5px gap
+
+                // Set as active dropdown
+                activeDropdown = customDropdown;
+
+                event.stopPropagation();
+            });
+
+            // Preserve click handlers and add auto-close
+            customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
+                item.addEventListener('click', function(e) {
+                    const onclickAttr = this.getAttribute('onclick');
+                    if (onclickAttr) {
+                        eval(onclickAttr);
+                    }
+
+                    const href = this.getAttribute('href');
+                    if (href && href !== '#') {
+                        window.location.href = href;
+                    }
+
+                    // Close the dropdown after handling the click
+                    if (activeDropdown) {
+                        activeDropdown.style.display = 'none';
+                        activeDropdown = null;
+                    }
+
+                    e.stopPropagation();
+                });
             });
         });
-    });
 
-    // Close dropdown when clicking outside
-    document.addEventListener("click", function() {
-        if (activeDropdown) {
-            activeDropdown.style.display = 'none';
-            activeDropdown = null;
-        }
+        // Close dropdown when clicking outside
+        document.addEventListener("click", function() {
+            if (activeDropdown) {
+                activeDropdown.style.display = 'none';
+                activeDropdown = null;
+            }
+        });
     });
-});
 </script>

app/Views/ticket_reply.php

@@ -47,36 +47,67 @@
 </div>
 
 <script>
+
+var toolbar = "bold,italic,strikethrough,|,superscript,subscript,|,align,";
+
+const editorConfig = {
+    buttons: toolbar.concat(['fontsize']),
+    fontsize: [8, 10, 12, 14, 16, 18, 20, 22, 24], // Customize font sizes
+    showPlaceholder: false,
+    toolbarButtonSize: 'small',
+    toolbarAdaptive: false,
+    saveHeightInStorage: true,
+    minHeight: 400,
+    extraButtons: [
+        {
+            name: 'info',
+            iconURL: '<?= base_url()."public"; ?>/assets/images/image-solid.svg', // Replace with the actual icon URL
+            exec: function (editor) {
+                const fileInput = document.getElementById("Question_title_fileInput");
+                fileInput.click();
+            },
+        },
+    ],
+};
+
 $(document).ready(function() {
+
     var toolbar = "bold,italic,strikethrough,|,superscript,subscript,|,align,";
-        const editorConfig = {
-            buttons: toolbar.concat(['fontsize']),
-            fontsize: [8, 10, 12, 14, 16, 18, 20, 22, 24], // Customize font sizes
-            showPlaceholder: false,
-            toolbarButtonSize: 'small',
-            toolbarAdaptive: false,
-            saveHeightInStorage: true,
-            minHeight: 400,
-            extraButtons: [
-                {
-                    name: 'info',
-                    iconURL: '<?= base_url()."public"; ?>/assets/images/image-solid.svg', // Replace with the actual icon URL
-                    exec: function (editor) {
-                        const fileInput = document.getElementById("Question_title_fileInput");
-                        fileInput.click();
-                    },
+
+    const editorConfig = {
+        buttons: toolbar.concat(['fontsize']),
+        fontsize: [8, 10, 12, 14, 16, 18, 20, 22, 24], // Customize font sizes
+        showPlaceholder: false,
+        toolbarButtonSize: 'small',
+        toolbarAdaptive: false,
+        saveHeightInStorage: true,
+        minHeight: 400,
+        extraButtons: [
+            {
+                name: 'info',
+                iconURL: '<?= base_url()."public"; ?>/assets/images/image-solid.svg', // Replace with the actual icon URL
+                exec: function (editor) {
+                    const fileInput = document.getElementById("Question_title_fileInput");
+                    fileInput.click();
                 },
-            ],
-        };
+            },
+        ],
+    };
 
-        const editor = Jodit.make("#ticket_mail_editor", editorConfig);
-        var mail_content = `<?=isset($reply_data['mail_content'])?$reply_data['mail_content']:'' ?>`;
-        $('.jodit-wysiwyg').html(mail_content); 
+    const editor = Jodit.make("#ticket_mail_editor", editorConfig);
+    var mail_content = `<?=isset($reply_data['mail_content'])?$reply_data['mail_content']:'' ?>`;
+    // console.log(mail_content);
 
-        let lastActiveField = null;
+    if (editor) {
+        editor.value = mail_content;
+    }
+    
+    // $('.jodit-wysiwyg').html(mail_content); 
 
-// Track last active input field
-$("#mail_subject").on("focus", function() {
+    let lastActiveField = null;
+
+    // Track last active input field
+    $("#mail_subject").on("focus", function() {
         lastActiveField = this;
     });
 
@@ -85,7 +116,7 @@ $("#mail_subject").on("focus", function() {
         lastActiveField = editor;
     });
 
-document.addEventListener('change', function(event) {
+    document.addEventListener('change', function(event) {
         var target = event.target;
         if (target.matches('#ticket_mail_customButton')) {
             let placeholderValue = $(target).val();
@@ -176,6 +207,7 @@ document.addEventListener('change', function(event) {
 
     });
 });
+
 </script>
 <script>
 function reloadTicket_conversation() {

app/Views/ticket_type_modal.php

@@ -19,7 +19,7 @@
                 </div>
             </div>
             <div class="modal-footer">
-                <button type="button" class="btn btn-primary" onclick="submitToRedirectTicketNewUrl(this)">submit</button>
+                <button type="button" class="btn btn-primary" onclick="submitToRedirectTicketNewUrl(this)">Submit</button>
             </div>
         </div>
     </div>

app/Views/tpa_list.php

@@ -128,6 +128,7 @@ document.addEventListener("DOMContentLoaded", function () {
         // Preserve click handlers and add auto-close
         customDropdown.querySelectorAll('.dropdown-item').forEach(item => {
             item.addEventListener('click', function(e) {
+              e.preventDefault();
                 const onclickAttr = this.getAttribute('onclick');
                 if (onclickAttr) {
                     eval(onclickAttr);

app/Views/view_deposit.php

@@ -107,6 +107,7 @@
                     <thead class="bg-light">
                         <tr>
                             <th class="font-weight-medium">Date</th>
+                            <th class="font-weight-medium">Record Date</th>
                             <th class="font-weight-medium">Unit</th>
                             <th class="font-weight-medium">Policy</th>
                             <th class="font-weight-medium">Endorsement No</th>
@@ -122,6 +123,7 @@
                         <?php foreach($depositdata as $row) { ?>
                         <tr id="<?php echo $row->id;?>">
                             <td><?php echo date('d-M-Y h:i A', strtotime($row->created_at)); ?></td>
+                            <td><?php echo isset($row->record_date)? date('d-M-Y', strtotime($row->record_date)):'-' ?></td>
                             <td><?php echo $row->unit ?? ' - '; ?></td>
                             <!-- <td><?php echo $row->policy_name ?? '<center> - </center>'; ?></td> -->
                             <td>
@@ -139,8 +141,8 @@
                             <td><?php echo $row->endorsement_no ?? '<center> - </center>'; ?></td>
                             <td><?php echo isset($subTypeOptions[$row->sub_type]) ? $subTypeOptions[$row->sub_type] : ''; ?>
                             </td>
-                            <td><?php echo ($row->transaction_type == 'Credit') ? $row->amount : ''; ?></td>
-                            <td><?php echo ($row->transaction_type == 'Debit') ? $row->amount : ''; ?></td>
+                            <td><?php echo ($row->transaction_type == 'Credit') ? $row->amount : '-'; ?></td>
+                            <td><?php echo ($row->transaction_type == 'Debit') ? $row->amount : '-'; ?></td>
                             <td><?php echo $row->balance; ?></td>
                             <td><?php echo $row->description; ?></td>
                             <td><?php echo $row->username; ?></td>
@@ -205,6 +207,8 @@
                         <div class="form-group">
                             <label for="field-1" class="control-label">Amount<span class="text-danger">*</span></label>
                             <input type="number" class="form-control" id="amount" placeholder="Amount" required>
+                            <br><label for="record_date">Record Date <span class="text-danger"></span></label>
+                            <input type="text" class="form-control policy_start_date" id="record_date" name="record_date" placeholder="Record Date">
                         </div>
                     </div>
 
@@ -264,6 +268,12 @@ $(document).ready(function() {
 <script>
 $(document).ready(function() {
 
+
+var record_date = flatpickr("#record_date",{
+                    dateFormat: "d/m/Y",
+                    allowInput: false,
+
+ });
     $('#tickets-table').DataTable({
         dom: "<'row'<'col-sm-0'f><'col-sm-7 text-right'B>>" + 
             "<'row'<'col-sm-12'tr>>" + 
@@ -293,6 +303,8 @@ $(document).ready(function() {
         paging: true ,
     });
 });
+
+
 </script>
 
 
@@ -320,6 +332,7 @@ $(document).ready(function() {
         var insurerId = '<?php echo $insurerName->id; ?>';
         var transactionTypeValue = $('input[name="transactionMode"]:checked').val();
         var subType = "";
+        var record_date = $('#record_date').val();
 
         if(amount == ""){
             toastr.warning('Amount field is required')
@@ -372,7 +385,8 @@ $(document).ready(function() {
                 transaction_type: transactionType,
                 sub_type_id: subType, // Include sub_type_id
                 client_id: clientId,
-                insurer_id: insurerId
+                insurer_id: insurerId,
+                record_date : record_date
             },
             success: function(response) {
                 // Handle success response

app/Views/view_rfq.php

@@ -58,6 +58,7 @@
         left: 0;
         background-color: #bfe0e2;
         z-index: 2;
+        width: 10px;
     }
 
     .suggestion-box {
@@ -194,6 +195,14 @@
         background-color: #f0f0f0; 
         color: #666; 
     }
+
+    table th.action, 
+    table th.disableborder, 
+    table td.action, 
+    table td.disableborder {
+        border: none !important;
+    }
+
 </style>
 
 
@@ -362,7 +371,7 @@
                     <div class="form-row" id="input_for_row">
                     </div>
                 </div>
-
+    
                 <div class="form-group text-right m-b-0" id="hide_smbt_btn">
                     <button type="submit" class="btn btn-primary" onclick="constructURL(1)">Send Mail</button>
                 </div>
@@ -411,9 +420,9 @@
                             </select>   
                         </div>
 
-                        <div class="form-group col-md-4">
+                        <div class="form-group col-md-12">
                             <label for="subject">Subject</label>
-                            <input id="subject" type="text" class="form-control" name="subject" value="Internal Mail - ">
+                            <input id="subject" type="text" class="form-control" name="subject" value="<?= isset($subject) ? $subject : " " ?>">
                         </div>
 
                         <div class="form-group col-md-12">
@@ -423,9 +432,9 @@
                     </div>
 
                 </div>
-
+<br>
                 <div class="form-group text-right m-b-0" id="hide_smbt_btn">
-                    <button type="submit" class="btn btn-primary" onclick="constructURL(2)">Send Mail</button>
+                    <button  type="submit" class="btn btn-primary" onclick="constructURL(2)">Send Mail</button>
                 </div>
             </div>
         </div><!-- /.modal-content -->
@@ -508,9 +517,9 @@
                             </select>   
                         </div>
 
-                        <div class="form-group col-md-6">
+                        <div class="form-group col-md-12">
                             <label for="subject">Subject</label>
-                            <input type="text" class="form-control" id="placement_subject" name="placement_subject" value="Proposel Mail for - " placeholder="Enter Subject">
+                            <input type="text" class="form-control" id="placement_subject" name="placement_subject" value="<?= isset($subject) ? $subject : " " ?>" placeholder="Enter Subject">
                         </div>
 
                     </div>
@@ -641,7 +650,7 @@
 
         // Check if data is valid (not null or undefined) and is an object
         if (data && typeof data === 'object') {
-            insurer_count = data.proposal_data.over_all_column_data['Proposal 1']['insurers'].length;
+            let insurer_count = data.proposal_data.over_all_column_data['Proposal 1']?.insurers?.length || 0;
             jsonToTable(data);
         } else {
             addSuggestionsToTable(); 
@@ -1030,16 +1039,29 @@ function addSuggestionsToTable() {
 
         console.log(' addSuggestionsToTable suggestions ', suggestions);
         console.log(' addSuggestionsToTable suggestions type', typeof suggestions);
+        console.log(' over_all_column_data',  over_all_column_data);
         let leadType = <?= isset($lead_data) && isset($lead_data['lead_type']) ? $lead_data['lead_type'] : 1; ?>;
         console.log('leadType', leadType);
 
         let renewal_or_rollover = "Proposal 1";
-        if(leadType == 2){
-            renewal_or_rollover = "Existing Renewal"
-        }else if(leadType == 3){
-            renewal_or_rollover = "Existing Rollover"
+        if (leadType == 2) {
+            renewal_or_rollover = "Existing Renewal";
+        } else if (leadType == 3) {
+            renewal_or_rollover = "Existing Rollover";
         }
 
+        over_all_column_data = {
+            [renewal_or_rollover]: {
+                "qcr": 1,
+                "stc": 1,
+                "insurers": []
+            }
+        };
+
+        console.log('renewal_or_rollover', renewal_or_rollover);
+        console.log(' over_all_column_data',  over_all_column_data);
+
+
         $('#first_proposel_title').html(`
                 ${renewal_or_rollover} 
                 <span class="dropdown" onclick="showThreeDottedMenu(event)">
@@ -3137,9 +3159,9 @@ function appendInput(data) {
         }
 
         html += `
-            <div class="form-group col-md-4">
+            <div class="form-group col-md-12">
                 <label for="mail_subject">Subject</label>
-                <input value="Client Mail - " type="text" id="mail_subject" class="form-control" placeholder="Subject">
+                <input type="text" id="mail_subject" class="form-control" value="'<?= isset($subject) ? $subject : " " ?>'" placeholder="Subject">
             </div>
         `;
 
@@ -3197,9 +3219,9 @@ function appendInput(data) {
         `;
 
         html += `
-            <div class="form-group col-md-4">
+            <div class="form-group col-md-12">
                 <label for="mail_subject">Subject</label>
-                <input value="Insurer Mail - " type="text" id="mail_subject" class="form-control" placeholder="Subject">
+                <input value="<?= isset($subject) ? $subject : " " ?>" type="text" id="mail_subject" class="form-control" placeholder="Subject">
             </div>
         `;
 
@@ -3576,7 +3598,7 @@ function ajaxRequest(formData) {
     $('#cc').val('').select2({
         placeholder : 'select CC Mail'
     });            
-    $('#subject').val('');      
+    // $('#subject').val('');      
     $('#proposals').val('');         
     $('#placement_to').val('').select2({
         placeholder : 'select To Mail'
@@ -3653,7 +3675,7 @@ $('.close').click(function(){
     $('#cc').val('').select2({
         placeholder : 'select CC Mail'
     });            
-    $('#subject').val('');      
+    // $('#subject').val('');      
     $('#proposals').val('');         
     $('#placement_to').val('').select2({
         placeholder : 'select To Mail'
@@ -3806,7 +3828,7 @@ function constructInsurerNameWithVersion(proposal_name, insurerName) {
         let newDisplayName = `${insurerName}-V${maxVersion + 1}`;
         return newDisplayName;
     }
-    return false;
+    return insurerName;
 }
 
 function checkTheTableDataChanged(redirect_type, url){
@@ -4441,7 +4463,7 @@ function jsonToTable(json) {
 //Premium Calculation child table
 function populateTable(json) {
 
-    console.log(json);
+    console.log('populateTable json data', json);
 
     const table = document.getElementById("rfqTable_for_calc");
     const thead = document.createElement("thead");
@@ -4458,7 +4480,7 @@ function populateTable(json) {
         let randomColor = 'hsl(' + Math.random() * 360 + ', 100%, 93%)';
 
         // Skip unwanted parent headers
-        if (!["Item Key", "Action"].includes(header.parentHeader)) {
+        if (!["Item Key"].includes(header.parentHeader)) {
             // console.log(header.parentHeader);
 
             // Create the parent header
@@ -4473,7 +4495,12 @@ function populateTable(json) {
                 th.classList.add('sticky');
             }
 
-            if(header.parentHeader !== 'Particulars' && header.parentHeader !== 'Sno'){
+            if (header.parentHeader === "Action") {
+                th.classList.add('readonly-select');
+                th.textContent = " ";
+            }
+
+            if(header.parentHeader !== 'Particulars' && header.parentHeader !== 'Sno' && header.parentHeader !== "Action"){
                 th.style.backgroundColor = randomColor;
             }
             // Calculate colspan based on the number of subheaders
@@ -4507,7 +4534,12 @@ function populateTable(json) {
                     subTh.classList.add('sticky');
                 }
 
-                if(header.parentHeader != "Particulars" && header.parentHeader !== 'Sno'){
+                if (header.parentHeader === "Action") {
+                    subTh.classList.add('readonly-select');
+                    subTh.textContent = " ";
+                }
+
+                if(header.parentHeader != "Particulars" && header.parentHeader !== 'Sno' && header.parentHeader !== "Action"){
                     subTh.style.backgroundColor = randomColor;
                 }
 
@@ -4554,7 +4586,7 @@ function populateTable(json) {
 
         // Create a td for each subheader
         json.table_data.headers.forEach((header, headerIndexForCalc) => {
-            if (!["Item Key", "Sno", "Particulars", "Action"].includes(header.parentHeader)) {
+            if (!["Item Key", "Sno", "Particulars"].includes(header.parentHeader)) {
                 header.subHeaders.forEach((value, index) => {
                    
                     // if(value != '-'){
@@ -4568,6 +4600,13 @@ function populateTable(json) {
                             td.setAttribute("contenteditable", "true");
                         }
 
+                        if(header.parentHeader == "Action"){
+                            td.setAttribute("contenteditable", false);
+                            td.classList.add('action');
+                            td.classList.add('disableborder');
+                            td.classList.add('readonly-select');
+                        }
+
                         td.classList.add(
                             'editablecolumnsforcalc', 
                             label.toLowerCase().replace(/\s+/g, '').replace(/[%₹()]/g, '')
@@ -4582,6 +4621,7 @@ function populateTable(json) {
                         }
 
                         // td.id = `${label.toLowerCase()}`;
+                        console.log('child table', header.parentHeader);
                         td.textContent = json.premium_data?.data?.[header.parentHeader]?.[value]?.[label] || "";
                         tr.appendChild(td);
                     // }
@@ -5626,7 +5666,7 @@ function autoCaluculationForPremiumChildTable(input) {
                     .qcr === 0);
                 if (actionData) first_json.table_data.data.splice(rowKey, 1);
             });
-
+            
             console.log("Modified JSON:", first_json);
             return first_json;
         }

writable/cache/.gitkeep

@@ -0,0 +1,11 @@
+<!DOCTYPE html>
+<html>
+<head>
+	<title>403 Forbidden</title>
+</head>
+<body>
+
+<p>Directory access is forbidden.</p>
+
+</body>
+</html>