Merge branch 'dev' of bitbucket.org:jubilian/nhance into dev

app/Config/Constants.php

@@ -102,6 +102,7 @@ define('CLAIMS_TEAM_ID', '2');
 define('BUSINESS_TEAM_ID', '3');
 define('FINANCE_TEAM_ID', '4');
 define('SALES_TEAM_ID', '5');
+define('MANAGEMENT_TEAM_ID', '6');
 
 /**
  * @User Teams Constant

app/Config/Routes.php

@@ -12,7 +12,7 @@ $routes->get('/swagger', 'SwaggerController::index', ['filter' => 'authMVC']);
 // Reminder Mail Notification
 
 $routes->get("reminder_mail", "NotificationController::reminder_mail");
-// $routes->get("testing", "ClientController::Testing");
+$routes->get("getClientData", "ClientController::getClientData");
 $routes->get("testing_for_review_mail/(:any)", "ClientController::testingForReviewMail/$1");
 $routes->get("update-policy-terms-for-corrections", "ClientController::updatePolicyTermsForCorrections");
 $routes->get("update_rack_rate_json", "ClientController::updateRackRateJson");
@@ -48,7 +48,6 @@ $routes->group("/user", ["filter" => "authMVC"], function ($routes) {
     $routes->get("rolesandteams", "UserController::getRolesAndTeams");
 });
 
-
 $routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
     $routes->get("view", "DashboardController::dashboard");
     $routes->get('get-notification', 'DashboardController::getDashboardNotifications');
@@ -56,33 +55,21 @@ $routes->group("/dashboard", ["filter" => "authMVC"], function ($routes) {
     $routes->get('get-pending-action', 'PendingActionsController::getPendingActions');
 });
 
-
 $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
 
     $routes->get("list", "ClientController::index");
     $routes->get("create", "ClientController::clientOnboarding");
     $routes->get('deposit/(:num)', 'ClientController::deposit/$1');
     $routes->get('remove/(:num)', 'ClientController::removeClient/$1');
+    $routes->get("list/(:any)", "ClientController::editClientOnboarding/$1");
     // application/config/routes.php
 
     // Add a route for the view_Deposit method
     $routes->get('view_deposit/(:num)', 'ClientController::view_Deposit/$1');
     $routes->get('createtransaction', 'ClientController::createtransaction');
-
     $routes->post('save_deposit', 'ClientController::saveDeposit');
-
-
-
-
-
-
     // $routes->get('view_Deposit/(:num)/(:num)','ClientController/view_Deposit/$1/$2');
 
-
-
-    $routes->get("list/(:any)", "ClientController::editClientOnboarding/$1");
-
-
     $routes->group("notification", ["filter" => "authMVC"], function ($routes) {
         $routes->post("create", "NotificationController::createNotification");
         $routes->post("update_enable", "NotificationController::update_enable");
@@ -141,7 +128,6 @@ $routes->group("/client", ["filter" => "authMVC"], function ($routes) {
     });
 });
 
-
 $routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
     $routes->get("list", "EmployeeController::list");
     $routes->get("search", "EmployeeController::search");
@@ -156,13 +142,10 @@ $routes->group("/employee", ["filter" => "authMVC"], function ($routes) {
     $routes->post("test-rack-rate", "EmployeeController::testRackRate");
 });
 
-
 $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
 
-
     $routes->group("insurer", ["filter" => "authMVC"], function ($routes) {
 
-
         $routes->get("list", "MasterController::insurerList");
         $routes->get("remove/(:any)", "MasterController::insurerRemove/$1");
         $routes->get("create", "MasterController::insurerOnboarding");
@@ -197,6 +180,7 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
     });
 
     $routes->group("kyc", ["filter" => "authMVC"], function ($routes) {
+
         $routes->get("list", "MasterController::kycList");
         $routes->get("create", "MasterController::kycOnboarding");
         $routes->post("createpost", "MasterController::createKYCInfo");
@@ -205,7 +189,6 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
         $routes->get("remove/(:any)", "MasterController::kycRemove/$1");
         $routes->get("delete/(:any)", "MasterController::deleteClientKycDocs/$1");
 
-
         $routes->group("kycdocs", ["filter" => "authMVC"], function ($routes) {
             $routes->post("createpost", "MasterController::createKycDocs");
             $routes->get("editget/(:any)", "MasterController::editKYCGet/$1");
@@ -217,6 +200,7 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
     });
 
     $routes->group("policy", ["filter" => "authMVC"], function ($routes) {
+
         $routes->get("list", "MasterController::policyTypeList");
         $routes->get("create", "MasterController::policyTypeOnboarding");
         $routes->post("createpost", "MasterController::createPolicyType");
@@ -224,7 +208,6 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
         $routes->get("list/(:any)", "MasterController::editPolicyTypeOnboarding/$1");
         $routes->get("remove/(:any)", "MasterController::policyTypeRemove/$1");
 
-
         $routes->group("policies", ["filter" => "authMVC"], function ($routes) {
             $routes->post("createpost", "MasterController::createPolicies");
             $routes->get("editget/(:any)", "MasterController::editPoliciesGet/$1");
@@ -250,7 +233,6 @@ $routes->group("/master", ["filter" => "authMVC"], function ($routes) {
     });
 });
 
-
 $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get("clients-with-policies", "EmployeeController::getClientWithPolicies");
     $routes->get("police-by-insurer/(:any)", "ClientController::getPolicesByInsurerId/$1");
@@ -316,10 +298,10 @@ $routes->group("/util", ["filter" => "authMVC"], function ($routes) {
     $routes->get("sentTestMail/(:any)", "NotificationController::sentTestMail/$1");
     $routes->get("send_manual_reminder/(:any)", "DashboardController::sendManualReminder/$1");
     $routes->get("get_client_policy_list_for_remainder/(:any)", "EmployeeController::get_client_policy_list_for_remainder/$1");
+    $routes->get("get_client_branch_data/(:any)", "ClientController::get_client_branch_data/$1");
 
 });
 
-
 $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
     $routes->group("inception", ["filter" => "authMVC"], function ($routes) {
@@ -341,6 +323,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
         $routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
         $routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
         $routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
+        $routes->get("report-outstanding-list", "PolicyTransactionController::reportOutstanding");
     });
 
     $routes->group("statement", ["filter" => "authMVC"], function ($routes) {
@@ -355,6 +338,13 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
 
 });
 
+$routes->group("leads", ["filter" => "authMVC"], function ($routes) {
+
+        $routes->get("list", "LeadsController::viewLeadsList");
+        $routes->post("create", "LeadsController::createLead");
+        $routes->get("list/(:any)", "LeadsController::getLeadDataForEdit/$1");
+});
+
 $routes->get("driveListFiles", "GoogleDriveController::listFiles");
 $routes->post('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
 $routes->get('dmsSearch', 'PolicyTransactionController::dmsSearch', ['filter' => 'authMVC']);
@@ -370,7 +360,6 @@ $routes->cli('cli/app_check_list', 'MasterController::appCheckList');
 $routes->cli('cli/new_gdrive_token', 'GoogleDriveController::generateNewGoogleDriveAccessToken');
 
 
-
 //Employee login api's
 $routes->post("/employeeRest/verifyEmployeeNumber", "RestAuthenticationController::verifyEmployeeWithMobileNumber");
 $routes->post("/employeeRest/getVerifiedUserData", "RestAuthenticationController::getVerifiedUserData");

app/Controllers/ClientController.php

@@ -207,7 +207,7 @@ class ClientController extends AdminController
                                 $this->myLogger->logme("info", $mail_send_return2);
                             }
                         }
-                        
+
                     }else{
                         $this->myLogger->logme("error", 'Client HR Mail Configuration not Enable for this client');
                     }
@@ -3458,7 +3458,12 @@ class ClientController extends AdminController
     public function get_client_policy_data_using_policy_no($policy_no)
     {
         $data = $this->clientPolicyModel
-            ->select('client_policy.*, clients.client_type')
+            ->select("
+                    client_policy.*, 
+                    clients.client_type,
+                    DATE_FORMAT(client_policy.policy_start_date, '%d/%m/%Y') as policy_start_date,
+                    DATE_FORMAT(client_policy.policy_end_date, '%d/%m/%Y') as policy_end_date
+                ")
             ->join('clients', 'client_policy.client_id = clients.id')
             ->where('client_policy.policy_no', $policy_no)
             ->where('client_policy.is_active', 1)
@@ -3487,4 +3492,27 @@ class ClientController extends AdminController
             return $this->respond(['status' => false, 'message' => 'No Data Found', 'code' => 404], 200);
         }
     }
+
+    public function get_client_branch_data($id = null)
+    {
+        if ($id) {
+            $branch_data = $this->clientBranchModel
+                    ->select('client_branch.*, clients.pan')
+                    ->join('clients', 'client_branch.client_id = clients.id')
+                    ->where(['client_branch.id' => $id, 'client_branch.is_active' => 1])
+                    ->first();
+            $branch_contact_data = $this->levelContactModel->where(['ref_id' => $id, 'contact_type' => 'client', 'is_active' => 1])->orderBy('id','asc')->first();
+            return $this->respond(['status' => true, 'code' => 200, 'data' => $branch_data, 'contact' => $branch_contact_data], 200);
+        } else {
+            return $this->respond(['status' => false, 'code' => 404, 'message' => 'no data found'], 200);
+        }
+    }
+
+    public function getClientData()
+    {   
+        $client_id = $this->request->getGet('client_id') ?? null;
+        $result = $this->clientModel->getClientData($client_id);
+        dd($result);
+    }
+
 }

app/Controllers/DashboardController.php

@@ -32,6 +32,8 @@ class DashboardController extends AdminController
     protected $notificationModel;
     protected $employeePolicyModel;
     protected $policyTransactionModel;
+    protected $policyStatus;
+    protected $colorShades;
 
     protected $myLogger;
 
@@ -48,6 +50,48 @@ class DashboardController extends AdminController
 
         $this->myLogger = \Config\Services::mylogger();
 
+        $this->policyStatus = [
+            'under_process' => 'Under Process',
+            'client_pending' => 'Client Pending',
+            'insurer_pending' => 'Insurer Pending',
+            'co_insurer_pending' => 'Co-Insurer Pending',
+            'tpa_pending' => 'TPA Pending',
+            'validated' => 'Validated',
+            'cancelled' => 'Cancelled',
+            'instalment_pending' => 'Instalment Pending',
+            'completed' => 'Completed',
+        ];
+
+        $this->colorShades = [
+
+            [
+                'linear-gradient(45deg, #66e9eb, #5cc7d2)', // Lighter shade 1
+                'linear-gradient(45deg, #4ce2e5, #45bcc9)', // Lighter shade 2
+                'linear-gradient(45deg, #33dbe0, #2baebd)', // Original shade (slightly lighter)
+                'linear-gradient(45deg, #00d6db, #00a8b5)', // Original
+                'linear-gradient(45deg, #00bfc4, #00929f)', // Darker shade 1
+                'linear-gradient(45deg, #009ea1, #00767a)'  // Darker shade 2
+            ],
+            // Shades for Grenadier
+            [
+                'linear-gradient(45deg, #ff9d37, #ff7a10)', // Grenadier shade 1
+                'linear-gradient(45deg, #ff8b30, #ff7310)', // Grenadier shade 2
+                'linear-gradient(45deg, #ff8020, #ff5a00)', // Grenadier shade 3
+                'linear-gradient(45deg, #f06d15, #e05505)', // Grenadier shade 4
+                'linear-gradient(45deg, #d85f10, #c04805)', // Grenadier shade 5
+                'linear-gradient(45deg, #b85606, #a04605)'  // Grenadier shade 6
+            ],
+            // Shades for SilverChalice
+            [
+                'linear-gradient(45deg, #a3a8a8, #8f9494)', // SilverChalice shade 1
+                'linear-gradient(45deg, #989d9d, #848989)', // SilverChalice shade 2
+                'linear-gradient(45deg, #7e8484, #686e6e)', // SilverChalice shade 3
+                'linear-gradient(45deg, #6c7676, #545e5e)', // SilverChalice shade 4
+                'linear-gradient(45deg, #5c6363, #434949)', // SilverChalice shade 5
+                'linear-gradient(45deg, #494f4f, #353d3d)'  // SilverChalice shade 6
+            ]
+        ];
+
     }
 
     public function dashboard()
@@ -70,7 +114,9 @@ class DashboardController extends AdminController
         $pendingActionsData = $pendingActionsController->getPendingActionsForDashBoard();
         $businessTeamData = $this->policyTransactionModel->getBusinessReportList();
         $financeTeamData = $this->policyTransactionModel->getFinanceReportList();
-       
+        $businessTeamStatusData = $this->data_construct_for_bds($businessTeamData);
+        $financeTeamStatusData = $this->data_construct_for_bds($financeTeamData);
+
         $groupedData = [];
 
         foreach ($results as $row) {
@@ -163,6 +209,10 @@ class DashboardController extends AdminController
         $data['pendingActionsData'] = $pendingActionsData;
         $data['businessTeamCount'] = count($businessTeamData) ?? 0;
         $data['financeTeamCount'] = count($financeTeamData) ?? 0;
+        $data['businessTeamStatusData'] = $businessTeamStatusData;
+        $data['financeTeamStatusData'] = $financeTeamStatusData;
+        $data['policyStatus'] =  $this->policyStatus;
+        $data['colorShades'] =  $this->colorShades;
         // print_r($data);die;
 
         $data['page_name'] = 'Dashboard';
@@ -494,5 +544,54 @@ class DashboardController extends AdminController
         }
     }
 
+    public function data_construct_for_bds($data){
+
+        $groupedData = [
+            'under_process' => [],
+            'client_pending' => [],
+            'insurer_pending' => [],
+            'co_insurer_pending' => [],
+            'tpa_pending' => [],
+            'validated' => [],
+            'cancelled' => [],
+            'instalment_pending' => [],
+            'completed' => [],
+        ];
+        
+        // Loop through results and group them by their status
+        foreach ($data as $row) {
+            switch ($row['status']) {
+                case 'completed':
+                    $groupedData['completed'][] = $row;
+                    break;
+                case 'cancelled':
+                    $groupedData['cancelled'][] = $row;
+                    break;
+                case 'client_pending':
+                    $groupedData['client_pending'][] = $row;
+                    break;
+                case 'insurer_pending':
+                    $groupedData['insurer_pending'][] = $row;
+                    break;
+                case 'co_insurer_pending':
+                    $groupedData['co_insurer_pending'][] = $row;
+                    break;
+                case 'tpa_pending':
+                    $groupedData['tpa_pending'][] = $row;
+                    break;
+                case 'validated':
+                    $groupedData['validated'][] = $row;
+                    break;
+                case 'instalment_pending':
+                    $groupedData['instalment_pending'][] = $row;
+                    break;
+                default:
+                    $groupedData['under_process'][] = $row;
+                    break;
+            }
+        }
+        
+        return $groupedData;
+    }
 
 }

app/Controllers/EmpDataServiceController.php

@@ -319,6 +319,7 @@ class EmpDataServiceController extends BaseController
             ->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', $export_data['event_type'])
+            ->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();
         
@@ -530,6 +531,7 @@ class EmpDataServiceController extends BaseController
             ->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', $export_data['event_type'])
+            ->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();
         
@@ -665,6 +667,7 @@ class EmpDataServiceController extends BaseController
             ->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', $export_data['event_type'])
+            ->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();
         
@@ -776,6 +779,7 @@ class EmpDataServiceController extends BaseController
             ->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', $export_data['event_type'])
+            ->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();
         
@@ -868,7 +872,7 @@ class EmpDataServiceController extends BaseController
 
             }else if($value == 'inception'){
                 $export_data['event_type'] = 'inception';
-                $dependentAdditionData = $this->employeePolicyModel->getInceptionEmployeeDataForExportExcel($export_data);
+                $inceptionData = $this->employeePolicyModel->getInceptionEmployeeDataForExportExcel($export_data); //Live issue changes 17-10-2024
 
             }else if($value == 'dependent_addition'){
                 $export_data['event_type'] = 'dependent_addition';
@@ -943,12 +947,13 @@ class EmpDataServiceController extends BaseController
 
 
         $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.type_name', $export_data['actions'])
-        ->first();
+            ->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();
 
 
         if(!empty($template_json) && $template_json != null){

app/Controllers/EmployeeServiceController.php

@@ -1619,9 +1619,17 @@ class EmployeeServiceController extends AdminController
                                 }
 
                                 $this->employeeModel->save($value);
-                                $emp_id = $this->employeeModel->getInsertID();
-                                if($emp_id != 0){  $log_message .= $emp_id; }
-                                else{ $emp_id = $employee[0]['id']; }
+                                if (isset($value['id'])) {
+                                    $emp_id = $value['id'];
+                                } else {
+                                    $emp_id = $this->employeeModel->getInsertID();
+                                    $log_message .= $emp_id;
+                                }
+
+                                //commanded for last insert id is coming from buffer
+                                // $emp_id = $this->employeeModel->getInsertID();
+                                // if($emp_id != 0){  $log_message .= $emp_id; }
+                                // else{ $emp_id = $employee[0]['id']; }
                                 
                                 $this->myLogger->logme('error',$log_message);
 
@@ -1647,7 +1655,14 @@ class EmployeeServiceController extends AdminController
                                 }
 
                                 $this->employeePolicyModel->save($policy_data);
-                                $emp_policy_id = $this->employeePolicyModel->getInsertID();
+                                if(isset($policy_data['id']))
+                                {
+                                    $emp_policy_id = $policy_data['id'];
+                                }else
+                                {
+                                    $emp_policy_id = $this->employeePolicyModel->getInsertID();
+                                }
+                                
                                 if($emp_policy_id != 0)//emp policy inserted
                                 {  
                                     $log_message .= ' with PK  ' . $emp_policy_id; 
@@ -1663,7 +1678,7 @@ class EmployeeServiceController extends AdminController
                                     }
 
                                 }
-                                else{ $emp_policy_id = $employee_policy[0]['id']; }
+                                // else{ $emp_policy_id = $employee_policy[0]['id']; }
                     
                                  $this->myLogger->logme('error',$log_message);
 
@@ -2004,9 +2019,15 @@ public function employeesEnrollmentInsert($params)
                     }
 
                     $this->employeeModel->save($value);
-                    $emp_id = $this->employeeModel->getInsertID();
-                    if($emp_id != 0){  $log_message .= $emp_id; }
-                    else{ $emp_id = $employee['id']; }
+                     if (isset($value['id'])) 
+                     {  $emp_id = $value['id']; } 
+                     else { $emp_id = $this->employeeModel->getInsertID(); 
+                            $log_message .= $emp_id;
+                     }
+
+                    // $emp_id = $this->employeeModel->getInsertID();
+                    // if($emp_id != 0){  $log_message .= $emp_id; }
+                    // else{ $emp_id = $employee['id']; }
                     
                     $this->myLogger->logme('error',$log_message);
 

app/Controllers/LeadsController.php

@@ -0,0 +1,299 @@
+<?php
+
+namespace App\Controllers;
+
+use CodeIgniter\API\ResponseTrait;
+
+use App\Models\UserModel;
+use App\Models\ClientModel;
+use App\Models\ClientBranchModel;
+use App\Models\ClientPolicyModel;
+use App\Models\LevelContactModel;
+use App\Models\LeadsModel;
+use App\Models\PolicyTypeModel;
+use App\Models\KYCEntityTypeModel;
+use App\Models\PolicyTransactionStatusModel;
+use App\Models\InsurerBranchModel;
+use App\Models\TPABranchModel;
+
+class LeadsController extends BaseController
+{   
+    use ResponseTrait;
+    
+    //log message
+    protected $myLogger;
+
+    //models
+    protected $clientModel;
+    protected $userModel;
+    protected $clientBranchModel;
+    protected $clientPolicyModel;
+    protected $levelContactModel;
+    protected $leadsModel;
+    protected $policyTypeModel;
+    protected $kycEntityTypeModel;
+    protected $policyTransactionStatusModel;
+    protected $insurerBranchModel;
+    protected $tpaBranchModel;
+
+    //variables for storing array
+    protected $issuer;
+    protected $clientType;
+    protected $leadType;
+    protected $leadsStatus;
+
+    public function __construct()
+    {
+        set_session_context('Leads');
+        $this->myLogger = \Config\Services::mylogger();
+
+        $this->clientModel        = new ClientModel();
+        $this->userModel          = new UserModel();
+        $this->clientBranchModel  = new ClientBranchModel();
+        $this->clientPolicyModel  = new ClientPolicyModel();
+        $this->levelContactModel  = new LevelContactModel();
+        $this->leadsModel         = new LeadsModel();
+        $this->policyTypeModel    = new PolicyTypeModel();
+        $this->kycEntityTypeModel = new KYCEntityTypeModel();
+        $this->policyTransactionStatusModel = new PolicyTransactionStatusModel();
+        $this->insurerBranchModel = new InsurerBranchModel();
+        $this->tpaBranchModel = new TPABranchModel();
+
+        $this->issuer  = [1 => 'JIBS', 2 => 'Nhance'];
+        $this->clientType  = [1 => 'Group', 2 => 'Individual'];
+        $this->leadType   = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+        $this->leadsStatus = [
+            'queued' => 'Queued',
+            'qcr_sent' => 'QCR sent',
+            'lost' => 'Lost',
+            'co_insurer_pending' => 'Co-Insurer Pending',
+            'won' => 'Won',
+            'completed_with_corrections' => 'Completed with Corrections',
+            'completed_without_corrections' => 'Completed w/o Corrections',
+        ];
+    }
+
+    public function viewLeadsList()
+    {   
+        $data['page_name'] = 'Leads';
+
+        // Set basic data
+        $data['issuer'] = $this->issuer;  
+        $data['client_type'] = $this->clientType; 
+        $data['lead_type'] = $this->leadType; 
+        $data['lead_status'] = $this->leadsStatus;
+
+        // Fetch policy types and entity data
+        $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
+
+        // Fetch insurer and TPA branch data
+        $data['insurer'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+        $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+
+        // Fetch sales team members who are active in team 5
+        $data['salse_team'] = $this->userModel
+            ->select('user_profiles.*')
+            ->join('user_teams', 'user_profiles.id = user_teams.user_id')
+            ->where('user_teams.team_id', 5)
+            ->where('user_teams.is_active', 1)
+            ->where('user_profiles.is_active', 1)
+            ->findAll();
+
+        // dd($data);
+
+        // Fetch leads data
+        $data['lead_data_list'] = $this->leadsModel->getLeadDataForLising();
+
+        // Load layout and pass data
+        $this->loadLayout('leads_list', $data);
+    }
+
+    public function createLead()
+    {
+        // print_r($this->request->getPost()); die;
+        $id = $this->request->getPost('id');
+        $data = $this->prepareLeadData();
+        // print_r($this->request->getPost()); die;
+
+    
+        if (!$id) {
+            return $this->insertNewLead($data);
+        } else {
+            return $this->updateOldLead($id, $data);
+        }
+    }
+    
+    private function prepareLeadData()
+    {
+        $data = $this->request->getPost();
+        
+        if($data['lead_type'] == 2){
+            $client_data = $this->clientModel->where('id', $data['client_id'])->where('is_active', 1)->first();
+            $data['client_name'] = $client_data['client_name'];
+            $data['client_short_name'] = $client_data['short_name'];
+            $data['entity_type_id'] = $client_data['entity_type_id'];
+            $data['client_type'] = $client_data['client_type'];
+        }else{
+            $data['client_id'] = 0;
+            $data['client_branch_id'] = 0;
+            $data['source_policy_id'] = 0;
+        }
+
+        $data['client_code'] = generate_client_code();
+        if($data['client_code'] == 2){
+            $data['client_code'] = generate_client_code('IC');
+        }
+        
+        $data = $this->prepareMultipleLeadData($data);
+        // print_r($data); die;
+        return $data;
+    }
+
+    private function prepareMultipleLeadData($data)
+    {
+        $processedData = [];
+        foreach($data['policy_type_id'] as $index => $value){
+
+            // Separate the insurer and insurer branch
+            list($insurer_branch_id, $insurer_id) = explode('-',$data['insurer'][$index]);  
+            // Separate the tpa and tpa branch              
+            list($tpa_branch_id, $tpa_id) = explode('-',$data['tpa'][$index]);
+
+            // Separate the insurer and insurer branch, handle missing or invalid data
+            if (isset($data['proposed_insurer'][$index]) && strpos($data['proposed_insurer'][$index], '-') !== false) {
+                list($proposed_insurer_branch_id, $proposed_insurer_id) = explode('-', $data['proposed_insurer'][$index]);
+            } else {
+                $proposed_insurer_branch_id = 0;
+                $proposed_insurer_id = 0;
+            }
+
+            // Separate the TPA and TPA branch, handle missing or invalid data
+            if (isset($data['proposed_tpa'][$index]) && strpos($data['proposed_tpa'][$index], '-') !== false) {
+                list($proposed_tpa_branch_id, $proposed_tpa_id) = explode('-', $data['proposed_tpa'][$index]);
+            } else {
+                $proposed_tpa_branch_id = 0;
+                $proposed_tpa_id = 0;
+            }
+
+            if(!empty($data['policy_start_date'][$index])){
+                $policy_start_date =  change_date_format($data['policy_start_date'][$index], 'd/m/Y', 'Y-m-d');
+            }else{
+                $policy_start_date = null;
+            }
+    
+            if(!empty($data['policy_end_date'][$index])){
+                $policy_end_date =  change_date_format($data['policy_end_date'][$index], 'd/m/Y', 'Y-m-d');
+            }else{
+                $policy_end_date = null;
+            }
+            
+            $processedData[] = [
+                'lead_type'              => $data['lead_type'],
+                'issuer'                 => $data['issuer'],
+                'client_type'            => $data['client_type'],
+                'client_name'            => $data['client_name'],
+                'client_short_name'      => $data['client_short_name'],
+                'entity_type_id'         => $data['entity_type_id'],
+                'client_code'            => $data['client_code'],
+                'pan'                    => $data['pan'],
+                'gst'                    => $data['gst'],
+                'branch_name'            => $data['branch_name'],
+                'branch_code'            => $data['branch_code'],
+                'contact_person_name'    => $data['contact_person_name'],
+                'contact_person_mobile'  => $data['contact_person_mobile'],
+                'client_id'              => $data['client_id'] ?? 0,
+                'client_branch_id'       => $data['client_branch_id'] ?? 0,
+                'source_policy_id'       => $data['source_policy_id'] ?? 0,
+                'policy_type_id'         => $value,
+                'salse_person_id'        => $data['salse_person_id'] ?? 0,
+
+                'insurer_id'             => $insurer_id ?? 0,              
+                'insurer_branch_id'      => $insurer_branch_id ?? 0,              
+                'tpa_id'                 => $tpa_id ?? 0,                  
+                'tpa_branch_id'          => $tpa_branch_id ?? 0,                  
+                'policy_start_date'      => $policy_start_date,        
+                'policy_end_date'        => $policy_end_date,          
+                'no_of_lives'            => $data['no_of_lives'][$index] ?? null,              
+                'claims'                 => $data['claims'][$index] ?? null,                   
+                'location'               => $data['location'][$index] ?? null,                 
+                'proposed_insurer_id'    => $proposed_insurer_id ?? 0,   
+                'proposed_insurer_branch_id'    => $proposed_insurer_branch_id ?? 0,         
+                'proposed_tpa_id'        => $proposed_tpa_id ?? 0,              
+                'proposed_tpa_branch_id' => $proposed_tpa_branch_id ?? 0,
+
+                'status'                 => $data['status'] ?? null,
+                'notes'                  => $data['notes'] ?? null,
+            ];
+        }
+
+        return $processedData;
+    }
+    
+    private function insertNewLead($data)
+    {   
+        $insertCount = [];
+        foreach($data as $value){
+            $insert = $this->leadsModel->insert($value);
+            $insertCount[] = $insert;
+            $this->insertLeadStatus($insert, $value['status'], 3);
+        }
+
+        if (count($insertCount) > 0) {
+            return $this->respond(['status' => true, 'lead_id' => $insert, 'message' => 'New Lead created successfully', 'data' =>$data], 200);
+        }
+
+        return $this->respond(['status' => false, 'lead_id' => $insert, 'message' => "Failed to create Lead", 'data' =>$data], 200);
+    }
+    
+    private function updateOldLead($id, $data)
+    {   
+        if ($this->leadsModel->where('id', $id)->set($data[0])->update()) {
+            $this->insertLeadStatus($id, $data[0]['status'], 3);
+            return $this->respond(['status' => true, 'lead_id' => $id, 'message' => "Lead updated successfully", 'data' =>$data], 200);
+        }
+        return $this->respond(['status' => false, 'lead_id' => $id, 'message' => "Failed to update Lead", 'data' =>$data], 200);
+    }
+
+    // Get the Single Lead data for edit
+    public function getLeadDataForEdit($id)
+    {   
+
+        $data = $this->leadsModel
+                ->where('leads.id', $id)
+                ->where('leads.is_active', 1)
+                ->first();
+
+        if(!empty($data['policy_start_date'])){
+            $data['policy_start_date'] =  change_date_format($data['policy_start_date'], 'Y-m-d', 'd/m/Y');
+        }else{
+            $data['policy_start_date'] = null;
+        }
+
+        if(!empty($data['policy_end_date'])){
+            $data['policy_end_date'] =  change_date_format($data['policy_end_date'], 'Y-m-d', 'd/m/Y');
+        }else{
+            $data['policy_end_date'] = null;
+        }
+    
+        if($data){
+            return $this->respond(['status' => true, 'data' => $data], 200);
+        }else{
+            return $this->respond(['status' => false], 200);
+        }
+
+    }
+
+    private function insertLeadStatus($primaryKey, $status, $statusType)
+    {
+        $statusData = [
+            'policy_tran_id' => $primaryKey,
+            'status' => $status,
+            'status_type' => $statusType,
+            'created_by' => get_session_userid(),
+        ];
+        $this->policyTransactionStatusModel->insert($statusData);
+    }
+
+
+}

app/Controllers/PolicyTransactionController.php

@@ -101,9 +101,10 @@ class PolicyTransactionController extends BaseController
 
     // Policy Transaction Inception
     public function viewInception()
-    {   
+    {
         $data['page_name'] = 'Policy';
-
+    
+        // Static arrays for dropdowns
         $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
         $data['client_type'] = [1 => 'Group', 2 => 'Individual'];
         $data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
@@ -143,8 +144,8 @@ class PolicyTransactionController extends BaseController
             'policy_start_date' => 'Policy Start Date',
             'policy_end_date' => 'Policy End Date',
         ];
-
-        //filter datas
+    
+        // Filter data
         $start_date = $this->request->getGet('start_date');
         $end_date = $this->request->getGet('end_date');
         $client_id = $this->request->getGet('client_id');
@@ -153,28 +154,44 @@ class PolicyTransactionController extends BaseController
         $date_type = $this->request->getGet('date_type');
         $issuer = $this->request->getGet('issuer');
         $status = $this->request->getGet('status');
-        
-        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
-        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-        
-        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
-        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
-        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
-        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
-        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
-        $status = (!isset($issuer) || $status === '' || $status === null) ? 0 : $status;  
-         
-        
-        $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
-
+    
+        // Handle null or empty values
+        $start_date = empty($start_date) ? 0 : $start_date;
+        $end_date = empty($end_date) ? 0 : $end_date;
+        $client_id = empty($client_id) ? 0 : $client_id;
+        $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
+        $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
+        $date_type = empty($date_type) ? 0 : $date_type;
+        $issuer = empty($issuer) ? 0 : $issuer;
+        $status = empty($status) ? 0 : $status;  // Corrected from `$issuer`
+    
+        // Fetch inception data list
+        $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
+            $start_date,
+            $end_date,
+            $client_id,
+            $insurer_id,
+            $policy_type_id,
+            $date_type,
+            $issuer,
+            $status
+        );
+    
+        // Fetch additional data
         $data['client'] = $this->clientModel->where('is_active', 1)->findAll();
         $data['policy_type'] = $this->policyTypeModel->where('is_active', 1)->findAll();
         $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
-        $data['entity']  = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
+        $data['entity'] = $this->kycEntityTypeModel->where('is_active', 1)->findAll();
         $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
-        $data['insurer_branch']      = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
-        $data['tpa']           = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+        $data['insurer_branch'] = $this->insurerBranchModel->getInsurerBranchesWithInsurerNames();
+        $data['tpa'] = $this->tpaBranchModel->getTpaBranchesWithTpaNames();
+    
+        // Fetch PP Teams Data
+        $data['ppTeamsData'] = $this->userModel
+            ->where('is_active', 1)
+            ->findAll();
 
+        // Fetch Sales Team
         $data['salse_team'] = $this->userModel
             ->select('user_profiles.*')
             ->join('user_teams', 'user_profiles.id = user_teams.user_id')
@@ -182,16 +199,22 @@ class PolicyTransactionController extends BaseController
             ->where('user_teams.is_active', 1)
             ->where('user_profiles.is_active', 1)
             ->findAll();
-
+    
+        // Fetch ACM
         $data['ACM'] = $this->userModel
-            ->where('user_profiles.role', 3)
-            ->where('user_profiles.is_active', 1)
+            ->where('role', 3)  // Assuming `role` is in `user_profiles`
+            ->where('is_active', 1)
             ->findAll();
-
         
-        $this->loadLayout('policy_transaction_inception_list',  $data);
+        // echo '<pre>';
+        // print_r($data['ppTeamsData']); die;
+        
+        // dd($data);
+    
+        // Load view
+        $this->loadLayout('policy_transaction_inception_list', $data);
     }
-
+    
     // policy Transaction Create function start
     public function createInceptionPolicy()
     {
@@ -297,8 +320,8 @@ class PolicyTransactionController extends BaseController
             $data['ct_type'] = 1;
         }
 
-        $month = '01-'.(string)$this->request->getPost('month');
-        $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));    
+        // $month = '01-'.(string)$this->request->getPost('month');
+        // $data['month'] = empty($data['month']) ? null : date('Y-m-d', strtotime($month));    
     
         // Determine $is_addon value
         $data['is_addon'] = in_array($data['policy_type_id'], [1, 2, 6, 7]) ? 1 :
@@ -729,6 +752,8 @@ class PolicyTransactionController extends BaseController
     
             if(!empty($data['month'])){
                 $data['month'] =  change_date_format($data['month'], 'Y-m-d', 'M/Y');
+            }else{
+                $data['month'] = null;
             }
     
             
@@ -744,7 +769,7 @@ class PolicyTransactionController extends BaseController
             ->findAll();
 
        
-           $data['base_policy_data'] = $this->clientPolicyModel
+        $data['base_policy_data'] = $this->clientPolicyModel
                 ->select('client_policy.*, policy_type.policy_type')
                 ->join('policy_type', 'policy_type.id = client_policy.policy_type_id')
                 ->where('client_policy.client_id', $data['client_id'])
@@ -752,13 +777,18 @@ class PolicyTransactionController extends BaseController
                 ->whereIn('client_policy.policy_type_id', [2, 3])
                 ->where('client_policy.is_active', 1)
                 ->findAll();
-
+        
         $data['pt_files'] = $this->PTFileModel
-                        ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
-                        ->where('pt_files.pt_id', $id)
-                        ->where('pt_files.is_active', 1)
+                ->join('policy_transaction', 'pt_files.pt_id = policy_transaction.id')
+                ->where('pt_files.pt_id', $id)
+                ->where('pt_files.is_active', 1)
+                ->findAll();
+                
+        $data['pt_co_share_details'] = $this->PTCOShareDetailsModel
+                        ->where('pt_id', $id)
+                        ->where('is_active', 1)
+                        ->orderBy('id', 'asc')
                         ->findAll();
-        $data['pt_co_share_details'] = $this->PTCOShareDetailsModel->where('pt_id', $id)->where('is_active', 1)->findAll();
         $data['emp_data'] = $this->employeeModel
                         ->select('employees.*, employee_polices.id as emp_policy_id')
                         ->join('employee_polices', 'employees.id = employee_polices.employee_id', 'left')
@@ -1146,9 +1176,9 @@ class PolicyTransactionController extends BaseController
                         'created_by' => get_session_userid(),
                     ];
 
-                    $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
+                    // $uploadFilePath = $uploadFilePath . '/' . $uploadedFileName;
 
-                    $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
+                    // $GoogleDriveController->uploadFiletoGdrive(client_policy_id: $client_policy_id, doc_type: 'POLICY', file_path: $uploadFilePath, file_name: $uploadedFileName);
 
                     // Insert into database
                     $insert = $this->PTFileModel->insert($docData);
@@ -1374,8 +1404,6 @@ class PolicyTransactionController extends BaseController
         $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
         $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
 
-
-
         $data['varience_list'] = $this->policyTransactionModel->getVarienceReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
         $this->loadLayout('variance_report_list', $data); 
 
@@ -1462,6 +1490,46 @@ class PolicyTransactionController extends BaseController
         $this->loadLayout('finance_team_list', $data); 
     }
 
+    public function reportOutstanding()
+    {   
+        $data['page_name'] = 'Outstanding Report';
+
+        $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
+        $data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
+        $data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
+        $data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
+        $data['date_type'] = [
+            'policy_issue_date' => 'Policy Issue Date',
+            'policy_start_date' => 'Policy Start Date',
+            'policy_end_date' => 'Policy End Date',
+            'data_received_date' => 'Data Received Date',
+            'closure_date' => 'Closure Date',
+        ];
+
+        //filter datas
+        $start_date = $this->request->getGet('start_date');
+        $end_date = $this->request->getGet('end_date');
+        $client_id = $this->request->getGet('client_id');
+        $insurer_id = $this->request->getGet('insurer_id');
+        $policy_type_id = $this->request->getGet('policy_type_id');
+        $date_type = $this->request->getGet('date_type');
+        $issuer = $this->request->getGet('issuer');
+        
+        $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
+        $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
+        
+        $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
+        $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;      
+        $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;      
+        $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;      
+        $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;   
+
+        $data['outstanting_list'] = $this->policyTransactionModel->getOutstandingReportLIst($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer);
+        // dd($this->policyTransactionModel->getLastQuery());
+        // dd($data);
+        $this->loadLayout('outstanding_report_list', $data); 
+
+    }
 
     //---------------------------------------------------------------------------------------------------
 

app/Helpers/excel_util_helper.php

@@ -1133,7 +1133,10 @@ if (!function_exists('premium_calculation_manager'))
             $insurer = ($insurer->find($policy_terms['insurer_id']));
             if($insurer['addition_add_day'] == true)
             {
-                $emp_data['policy_details']['date_coverage'] = (new DateTime($emp_data['policy_details']['date_coverage']))->modify('+1 day')->format('Y-m-d');
+                // $emp_data['policy_details']['date_coverage'] = (new DateTime($emp_data['policy_details']['date_coverage']))->modify('+1 day')->format('Y-m-d');
+
+                 $emp_data['policy_details']['date_coverage'] = isset($emp_data['policy_details']['date_coverage']) && $emp_data['policy_details']['date_coverage'] != '' && $emp_data['policy_details']['date_coverage'] != null ? 
+                    (new DateTime($emp_data['policy_details']['date_coverage']))->modify('+1 day')->format('Y-m-d') : null ;
             }
         }
         // dd($emp_data);

app/Helpers/sendMailNotification.php

@@ -234,13 +234,11 @@ class sendMailNotification
                             $policy_name = $inner_item['policy_name'];
                             
                             if ($inner_item['relationship'] == 'Self') {
-                                $emp_code = ' (' . $inner_item['emp_code'] . ')';
+                                $emp_code = '(' . $inner_item['emp_code'] . ')';
                                 $mail = $inner_item['email_corporate'];
-                            } else {
-                                $emp_code = '';
-                            }
+                                $name = $inner_item['name'];
+                            } 
 
-                            
                             $si = '';
                             $premium = '';
                             $gst_forself = '';
@@ -251,7 +249,7 @@ class sendMailNotification
                             }
                     
                             $temp_data .= '<tr>';
-                            $temp_data .= '<td>' . $inner_item['name'] . $emp_code . '</td>';
+                            $temp_data .= '<td>' . $inner_item['name'] . ($inner_item['relationship'] == 'Self' ? ' (' . $inner_item['emp_code'] . ')' : '') . '</td>';
                             $temp_data .= '<td>' . $inner_item['relationship'] . '</td>';
                             $temp_data .= '<td>' . \DateTime::createFromFormat('Y-m-d', $inner_item['dob'])->format('d-m-Y') . '</td>';
                             $temp_data .= '<td>' . $si . '</td>';

app/Helpers/utility_helper.php

@@ -466,3 +466,12 @@ function numberToWords($number)
 
     return $number; // Fallback for numbers beyond the supported range
 }
+
+if (!function_exists('print_rr')) {
+    function print_rr($data)
+    {
+        echo "<pre>";
+        print_r($data);
+        echo "</pre>";
+    }
+}

app/Models/ClientModel.php

@@ -114,5 +114,96 @@ class ClientModel extends Model
         
     }
 
+
+    public function getClientData($client_id = null)
+    {
+        // Load the database if not already loaded
+        $db = \Config\Database::connect();
+        
+        // Clients query
+        $clientQuery = $db->table('clients')
+            ->groupStart() // Start grouping OR conditions
+                ->where('client_type IS NULL OR client_type = ""')
+                ->orWhere('entity_type_id IS NULL OR entity_type_id = ""')
+                ->orWhere('client_name IS NULL OR client_name = ""')
+                ->orWhere('short_name IS NULL OR short_name = ""')
+                ->orWhere('pan IS NULL OR pan = ""')
+            ->groupEnd(); // End grouping OR conditions
+        
+        if ($client_id) {
+            // If client_id is passed, fetch data for this particular client
+            $clientQuery->where('id', $client_id);
+        }
+        
+        $clients = $clientQuery->get()->getResultArray();
+        
+        // Client Branch query
+        $branchQuery = $db->table('client_branch')
+            ->groupStart()
+                ->where('branch_name IS NULL OR branch_name = ""')
+                ->orWhere('branch_code IS NULL OR branch_code = ""')
+                ->orWhere('gst IS NULL OR gst = ""')
+                ->orWhere('units IS NULL OR units = ""')
+            ->groupEnd();
+        
+        if ($client_id) {
+            // Add filter for particular client's branches if client_id is passed
+            $branchQuery->where('client_id', $client_id);
+        }
+        
+        $clientBranches = $branchQuery->get()->getResultArray();
+        
+        // Client Policy query
+        $policyQuery = $db->table('client_policy')
+            ->groupStart()
+                ->where('client_id IS NULL OR client_id = ""')
+                ->orWhere('client_branch_id IS NULL OR client_branch_id = ""')
+                ->orWhere('policy_id IS NULL OR policy_id = ""')
+                ->orWhere('policy_type_id IS NULL OR policy_type_id = ""')
+                ->orWhere('insurer_id IS NULL OR insurer_id = ""')
+                ->orWhere('insurer_branch_id IS NULL OR insurer_branch_id = ""')
+                ->orWhere('tpa_id IS NULL OR tpa_id = ""')
+                ->orWhere('tpa_branch_id IS NULL OR tpa_branch_id = ""')
+                ->orWhere('policy_start_date IS NULL OR policy_start_date = ""')
+                ->orWhere('policy_end_date IS NULL OR policy_end_date = ""')
+                ->orWhere('policy_no IS NULL OR policy_no = ""')
+                ->orWhere('cd_ac_no IS NULL OR cd_ac_no = ""')
+                ->orWhere('policy_terms IS NULL OR policy_terms = ""')
+                ->orWhere('gst IS NULL OR gst = ""')
+            ->groupEnd();
+        
+        if ($client_id) {
+            // Add filter for particular client's policies if client_id is passed
+            $policyQuery->where('client_id', $client_id);
+        }
+        
+        $clientPolicies = $policyQuery->get()->getResultArray();
+        
+        // Client RM query
+        $rmQuery = $db->table('client_rm')
+            ->groupStart()
+                ->where('client_id IS NULL OR client_id = ""')
+                ->orWhere('user_id IS NULL OR user_id = ""')
+                ->orWhere('level IS NULL OR level = ""')
+            ->groupEnd();
+        
+        if ($client_id) {
+            // Add filter for particular client's RM if client_id is passed
+            $rmQuery->where('client_id', $client_id);
+        }
+        
+        $clientRms = $rmQuery->get()->getResultArray();
+        
+        // Combine all results into a single array
+        $result = [
+            'clients' => $clients,
+            'client_branches' => $clientBranches,
+            'client_policies' => $clientPolicies,
+            'client_rms' => $clientRms
+        ];
+        
+        return $result;
+    }
+
 }
 

app/Models/LeadsModel.php

@@ -0,0 +1,108 @@
+<?php
+
+namespace App\Models;
+
+use CodeIgniter\Model;
+
+class LeadsModel extends Model
+{
+    protected $table            = 'leads';
+    protected $primaryKey       = 'id';
+    protected $allowedFields = [
+        'id',
+        'lead_type',
+        'issuer',
+        'client_type',
+        'client_name',
+        'client_short_name',
+        'entity_type_id',
+        'client_code',
+        'cost_center',
+        'pan',
+        'gst',
+        'branch_name',
+        'branch_code',
+        'contact_person_name',
+        'contact_person_mobile',
+        'client_id',
+        'client_branch_id',
+        'source_policy_id',
+        'policy_type_id',
+        'salse_person_id',
+        'insurer_id',              
+        'insurer_branch_id',              
+        'tpa_id',                  
+        'tpa_branch_id',                  
+        'policy_start_date',        
+        'policy_end_date',          
+        'no_of_lives',              
+        'claims',                   
+        'location',                 
+        'proposed_insurer_id',      
+        'proposed_insurer_branch_id',      
+        'proposed_tpa_id',
+        'proposed_tpa_branch_id',
+        'status',
+        'notes',
+        'created_at',
+        'created_by',
+        'updated_at',
+        'updated_by',
+        'is_active',
+    ];
+
+
+    // Callbacks
+    protected $allowCallbacks       = true;
+    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
+    protected $afterInsert          = [];
+    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
+    protected $afterUpdate          = [];
+    protected $beforeFind           = [];
+    protected $afterFind            = [];
+    protected $beforeDelete         = [];
+    protected $afterDelete          = [];
+
+    protected function checkAndADDCreatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['created_by'])) {           
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['created_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    protected function checkAndUpdateUpdatedByValue(array $data)
+    {
+        // Check if 'updated_by' value is null or empty
+        if (empty($data['data']['updated_by'])) {           
+            // Set 'updated_by' value to the current session user ID
+            $data['data']['updated_by'] = get_session_userid();
+        }
+
+        return $data;
+    }
+
+    public function getLeadDataForLising(){
+
+        return $this->select('
+                        leads.*,
+                        kyc_entity_type.name as entity_type,
+                        policy_type.policy_type,
+                        user_profiles.first_name as salse_person_name
+                ')
+                ->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)
+                ->where('leads.is_active', 1)
+                ->where('leads.is_active', 1)
+                ->orderBy('id', 'desc')
+                ->findAll();
+
+    }
+    
+    
+}

app/Models/PolicyTransactionModel.php

@@ -565,7 +565,8 @@ class PolicyTransactionModel extends Model
                 'policy_transaction.action_type as action_type_full',
                 'pt_co_share_details.bp_amt',
                 'pt_co_share_details.tp_amt',
-                'pt_co_share_details.tep_amt'
+                'pt_co_share_details.tep_amt',
+                'policy_transaction.status'
             ])
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
@@ -573,7 +574,7 @@ class PolicyTransactionModel extends Model
             ->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.status', 'completed')
+            // ->where('policy_transaction.status', 'completed')
             ->where('pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0');
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
@@ -633,7 +634,8 @@ class PolicyTransactionModel extends Model
                 END AS action_type,
                 policy_transaction.action_type AS action_type_full,
                 pt_co_share_details.exp_amt,
-                pt_co_share_details.variance
+                pt_co_share_details.variance,
+                policy_transaction.status
             ")
             ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
             ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
@@ -641,7 +643,7 @@ class PolicyTransactionModel extends Model
             ->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.status', 'completed')
+            // ->where('policy_transaction.status', 'completed')
             ->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
             ->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
             ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');   
@@ -687,4 +689,103 @@ class PolicyTransactionModel extends Model
 
         return $builder->get()->getResultArray();
     }
+
+    public function getOutstandingReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
+    {
+        $builder = $this->db->table('policy_transaction')
+            ->select("
+                policy_transaction.id,
+                clients.client_name,
+                insurers.name AS insurer_name,
+                policy_type.policy_type,
+                policy_transaction.policy_no,
+                policy_transaction.endorsement_no,
+                CASE
+                    WHEN policy_transaction.action_type = 'inception' THEN 'I'
+                    ELSE 'E'
+                END AS action_type,
+                pt_co_share_details.exp_amt,
+                pt_co_share_details.variance,
+                insurer_statements.invoice_amount,
+                insurer_statements.invoice_status,
+    
+                ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
+                
+                (
+                    SELECT
+                    (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
+                    FROM
+                    inv_payment_details
+                    WHERE
+                    inv_payment_details.statement_id = insurer_statements.id
+                    AND inv_payment_details.is_active = 1
+                        
+                ) AS realization_amount,
+    
+                ROUND(
+                    insurer_statements.invoice_amount - 
+                    (
+                        SELECT
+                        (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
+                        FROM
+                        inv_payment_details
+                        WHERE
+                        inv_payment_details.statement_id = insurer_statements.id
+                        AND inv_payment_details.is_active = 1
+                    ),
+                2) AS outstanding_amount
+            ")
+            ->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('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_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);
+    
+        // Date range filtering
+        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 <=', $toDate);
+        }
+    
+        // Additional filters
+        if ($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);
+        }
+    
+        // Filter where outstanding_amount is not null
+        $builder->having('outstanding_amount IS NOT NULL');
+    
+        $builder->orderBy('policy_transaction.id', 'desc');
+    
+        return $builder->get()->getResultArray();
+    }
+    
 }

app/Views/DashBoard.php

@@ -201,7 +201,7 @@ body {
                             <span class="d-none d-sm-inline-block">Enrolment</span>
                         </a>
                     </li>
-<!-- 
+
                     <?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
 
                         <li class="nav-item">
@@ -211,12 +211,12 @@ body {
                             </a>
                         </li>
 
-                    <?php } ?> -->
+                    <?php } ?>
 
                 </ul>
                 <div class="tab-content">
                     <?php include('endorsement_dash.php'); ?>
-                    <!-- <?php include('bds_dash.php'); ?> -->
+                    <?php include('bds_dash.php'); ?>
                     <?php include('enrollment_dash.php'); ?>
                 </div>
             </div>

app/Views/bds_dash.php

@@ -123,29 +123,20 @@ body{
     margin-top: 0;
     margin-bottom: 5px;
 }
-
-.modal-right{
-    width: 100% !important;
-    justify-content: normal !important;
-}
-
-.modal-body {
-    max-height: 100vh;
-    overflow-y: auto;
-    padding-left: 25px !important;
-    padding-right: 25px !important;
-    padding-top: 10px !important;
-    padding-bottom: 35% !important;
-}
-
 </style>
 
 <div class="tab-pane fade" id="bds-dash-tab" style="padding-right: 35px;">
-    <div class="row">
-        <?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
 
-            <div class="col-md-4 col-xl-3">
-                <div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous order-card" onclick="linkRedirectForBDS(this, 'B')">
+    <div class="StatusTileHide" style="display: none; position: relative; bottom: 15px;">
+        <a href="#" onclick="hide_status_show_pending_tile()" >show all pending Tile</a>
+    </div>
+
+    <div class="row">
+        
+        <?php if (in_array(BUSINESS_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+
+            <div class="col-md-4 col-xl-3 businessPendingTile">
+                <div class="card bg-c-Pelorous order-card" onclick="show_business_status_tile(this)">
                     <div class="card-block">
                         <h6 class="m-b-20 font-15">Business Team Pending</h6>
                         <h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $businessTeamCount ?></span></h2>
@@ -155,12 +146,37 @@ body{
                 </div>
             </div>
 
+            <?php 
+                // Array of colors with different shades (each array represents a color set)
+                $colorSetCount = count($colorShades); // Number of color sets
+                $shadeCount = count($colorShades[0]); // Number of shades per set
+                $index = 0;
+
+                foreach ($businessTeamStatusData as $status => $value) { 
+                    $colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
+                    $shadeIndex = $index % $shadeCount;                           // Cycle through shades within the set
+
+                    // Get the background color for the current tile
+                    $bgColor = $colorShades[$colorSetIndex][$shadeIndex];
+                ?>
+                    <div class="col-md-2 col-xl-1 businessStatusTile" style="display: none;">
+                        <div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForBDS(this, 'B')">
+                            <h2 class="text-center"><span><?= count($value) ?></span></h2>
+                            <h6 class="m-b-20 font-15 text-center"><?= $policyStatus[$status] ?></h6>
+                        </div>
+                    </div>
+
+                <?php 
+                    $index++; // Increment index for the next tile
+                } 
+            ?>
+
         <?php } ?>
 
-        <?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
+        <?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
 
-            <div class="col-md-4 col-xl-3">
-                <div data-toggle="modal" data-target="#right-modal" class="card bg-c-Pelorous2 order-card" onclick="linkRedirectForBDS(this, 'F')">
+            <div class="col-md-4 col-xl-3 financePendingTile">
+                <div class="card bg-c-Pelorous2 order-card" onclick="show_finance_status_tile(this, 'F')">
                     <div class="card-block">
                         <h6 class="m-b-20 font-15">Finance Team Pending</h6>
                         <h2 class="text-right"><i class="mdi mdi-playlist-check f-left"></i><span><?= $financeTeamCount ?></span></h2>
@@ -170,8 +186,35 @@ body{
                 </div>
             </div>   
 
+            <?php 
+                // Array of colors with different shades (each array represents a color set)
+                $colorSetCount = count($colorShades); // Number of color sets
+                $shadeCount = count($colorShades[0]); // Number of shades per set
+                $index = 0;
+
+                foreach ($financeTeamStatusData as $status => $value) { 
+                    $colorSetIndex = floor($index / $shadeCount) % $colorSetCount; // Reset color set after each set
+                    $shadeIndex = $index % $shadeCount;                           // Cycle through shades within the set
+
+                    // Get the background color for the current tile
+                    $bgColor = $colorShades[$colorSetIndex][$shadeIndex];
+                ?>
+                    <div class="col-md-2 col-xl-1 financeStatusTile" style="display: none;">
+                        <div class="card order-card" style="background: <?= $bgColor ?>;" onclick="linkRedirectForBDS(this, 'F')">
+                            <h2 class="text-center"><span><?= count($value) ?></span></h2>
+                            <h6 class="m-b-20 font-15 text-center"><?= $policyStatus[$status] ?></h6>
+                        </div>
+                    </div>
+
+                <?php 
+                    $index++; // Increment index for the next tile
+                } 
+            ?>
+
         <?php } ?>
+        
 	</div>
+
 </div>
 
 <script>
@@ -192,4 +235,33 @@ function linkRedirectForBDS(input, team)
     }
 }
 
+function show_business_status_tile(){
+
+    $('.businessStatusTile').show()
+    $('.StatusTileHide').show()
+
+    $('.businessPendingTile').hide()
+    $('.financePendingTile').hide()
+
+}
+
+function show_finance_status_tile(){
+
+    $('.financeStatusTile').show()
+    $('.StatusTileHide').show()
+
+    $('.financePendingTile').hide()
+    $('.businessPendingTile').hide()
+
+}
+
+function hide_status_show_pending_tile(){
+
+    $('.StatusTileHide').hide()
+    $('.financeStatusTile').hide()
+    $('.businessStatusTile').hide()
+    $('.financePendingTile').show()
+    $('.businessPendingTile').show()
+}
+
 </script>

app/Views/layout/header.php

@@ -655,7 +655,15 @@
                         </div>
                     </li>
 
-                    <!-- <?php if(get_role_id() == 1 || get_role_id() == 5) { ?>
+                    <!-- leads -->
+                    <!-- <li>
+                        <a href="<?= base_url('/leads/list') ?>">
+                            <i class="mdi mdi-chart-bar"></i>
+                            <span> Leads </span>
+                        </a>
+                    </li> -->
+
+                    <?php if((get_role_id() == 1 || get_role_id() == 5) && (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team()))) { ?>
 
                     <li>
                         <a href="#sidebarDashboards" data-toggle="collapse" class="waves-effect">
@@ -672,7 +680,7 @@
                                     <a href="<?= base_url('/policy_tranction/endorsement/list') ?>">Endorsement</a>
                                 </li>
 
-                                <?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
+                                <?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>
@@ -684,13 +692,16 @@
                                     <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('/policy_tranction/report/report-finance-list') ?>">Finance Team</a>
                                     </li>
 
                                 <?php } ?>
 
-                                <?php if (in_array(BUSINESS_TEAM_ID, user_team())) { ?>
+                                <?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>
@@ -710,7 +721,7 @@
                         </div>
                     </li>
 
-                    <?php } ?> -->
+                    <?php } ?>
 
                 </ul>
             </div>

app/Views/leads_form.php

@@ -0,0 +1,869 @@
+<style>
+.readonly-color {
+    background-color: #e0e0e0;
+    /* Darker background */
+    color: #666;
+    /* Darker text color */
+}
+
+.readonly-select {
+    pointer-events: none;
+    background-color: #f0f0f0;
+    color: #666;
+}
+</style>
+
+<style>
+.select2-hidden-accessible+.select2-container .select2-dropdown {
+    display: none !important;
+}
+
+.select2-container .select2-selection--multiple .select2-selection__choice {
+    color: #000000;
+}
+
+.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" id="leads_form" style="display:none;">
+    <div class="col-12">
+        <div class="card">
+            <div class="card-body">
+                <div class="row" style="margin-bottom:1rem;">
+
+                    <div class="col-6" style="align-self: center;">
+                        <h4 id="page_title" style="position: relative;">Add Lead</h4>
+                    </div>
+                    <div class="col-3" style="text-align: right; position: relative; left: 211px;">
+                        <!-- <button class="btn btn-primary waves-effect waves-light" onclick="fileupload(this)">file upload</button> -->
+                    </div>
+                    <div class="col-1" style="text-align: right; position: relative; left: 193px;">
+                        <a href="<?= base_url('leads/list') ?>" type="button" id="btnAdd"
+                            class="btn btn-primary waves-effect waves-light">Back</a>
+                    </div>
+                </div>
+                <form role="form" class="parsley-examples" method="post" id="leads_form_id"
+                    enctype="multipart/form-data">
+
+                    <input type="hidden" name="id" id="leads_primarykey">
+
+                    <div class="form-row">
+
+                        <div class="form-group col-md-3">
+                            <label for="lead_type">Lead Type<span class="text-danger">*</span></label>
+                            <select class="form-control" id="lead_type" name="lead_type" required>
+                                <option value="">Select Lead Type</option>
+                                <?php
+                                    if (isset($lead_type) && count($lead_type)) {
+                                        foreach ($lead_type as $key => $value) {
+                                            if($key == 1){
+                                                echo "<option value=" . $key . " selected>" . $value . "</option>";
+                                            }else{
+                                                echo "<option value=" . $key . ">" . $value . "</option>";
+                                            }
+                                        }
+                                    }
+                                ?>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="issuer">Issuer<span class="text-danger">*</span></label>
+                            <select class="form-control" id="issuer" name="issuer" required>
+                                <option value="">Select Issuer</option>
+                                <?php
+                                    if (isset($issuer) && count($issuer)) {
+                                        foreach ($issuer as $key => $value) {
+                                            echo "<option value=" . $key . ">" . $value . "</option>";
+                                        }
+                                    }
+                                ?>
+                            </select>
+                        </div>
+
+                    </div>
+
+                    <hr>
+
+                    <!-- client row -->
+                    <div class="form-row" id="freshDiv">
+
+                        <div class="form-group col-md-3">
+                            <label for="client_type">Client Type<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_type" name="client_type" required>
+                                <option value="">Select Client type</option>
+                                <?php
+                                    if (isset($client_type) && count($client_type)) {
+                                        foreach ($client_type as $key => $value) {
+                                            echo "<option value='" . $key . "' >" . $value . "</option>";
+                                        }
+                                    }
+                                ?>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="entity_type_id">Entity Type<span class="text-danger">*</span></label>
+                            <select class="form-control" id="entity_type_id" name="entity_type_id" required>
+                                <option value="" selected>Select Entity</option>
+                                <?php
+                                    if (isset($entity) && count($entity)) {
+                                        foreach ($entity as $key => $value) {
+                                            echo "<option value=" . $value['id'] . ">" . $value['name'] . "</option>";
+                                        }
+                                    }
+                                ?>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="client_name">Client Name<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="client_name" name="client_name"
+                                placeholder="Enter Client Name" required>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="client_short_name">Client Short Name<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="client_short_name" name="client_short_name"
+                                placeholder="Enter Client Short Name" required>
+                        </div>
+
+                    </div>
+
+                    <div class="form-row" id="renewalDiv" style="display: none;">
+
+                        <div class="form-group col-md-3">
+                            <label for="client_id">Client<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_id" name="client_id">
+                                <option value="">Select Client</option>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="client_branch_id">Branch<span class="text-danger">*</span></label>
+                            <select class="form-control" id="client_branch_id" name="client_branch_id"
+                                onchange="getBranchData(this)">
+                                <option value="">Select Branch</option>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="source_policy_id"> Source Policy <span id="base_danger"
+                                    class="text-danger">*</span></label>
+                            <select class="form-control" id="source_policy_id" name="source_policy_id">
+                                <option value="" selected>Select Source Policy</option>
+                            </select>
+                        </div>
+
+                    </div>
+
+                    <div class="form-row">
+                        <div class="form-group col-md-3">
+                            <label for="pan">PAN<span class="text-danger"></span></label>
+                            <input type="text" class="form-control" id="pan" placeholder="Enter PAN Number" data-parsley-error-message="Invalid PAN Number. Example: ABCDE1234F" name="pan" data-parsley-trigger="change" data-parsley-pattern="^[A-Z]{5}[0-9]{4}[A-Z]$">
+                        </div>
+                    </div>
+                    <!-- end client row -->
+
+                    <hr>
+
+                    <!-- branch row-->
+                    <div class="form-row">
+
+                        <div class="form-group col-md-3">
+                            <label for="gst">GST<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="gst" placeholder="Enter GST Number"
+                                data-parsley-error-message="Invalid GST Number. Example: 12ABCDE1234F5Z6" name="gst"
+                                data-parsley-trigger="change"
+                                data-parsley-pattern="^\d{2}[A-Z]{5}\d{4}[A-Z]{1}[A-Z\d]{1}[Z]{1}[A-Z\d]{1}$" required>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="client_branch">Branch Name<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="branch_name" name="branch_name"
+                                placeholder="Enter Branch Name" required>
+                        </div>
+
+                        <div class="form-group col-md-2">
+                            <label for="client_branch">Branch Code<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="branch_code" name="branch_code"
+                                placeholder="Enter Branch Code" required>
+                        </div>
+
+                        <div class="form-group col-md-2">
+                            <label for="client_branch">Contact Person Name<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="contact_person_name" name="contact_person_name"
+                                placeholder="Enter Contact Name" required>
+                        </div>
+
+                        <div class="form-group col-md-2">
+                            <label for="client_branch">Contact Person Mobile<span class="text-danger">*</span></label>
+                            <input type="text" class="form-control" id="contact_person_mobile" name="contact_person_mobile"
+                                placeholder="Enter Contact Mobile" required>
+                        </div>
+
+                    </div>
+
+                    <!-- policy row -->
+                    <div id="dynamic-form-container"></div>
+
+                    <hr>
+
+                    <!-- other row -->
+                    <div class="form-row">
+
+                        <div class="form-group col-md-3">
+                            <label for="salse_person_id">Sales Person<span class="text-danger">*</span></label>
+                            <select class="form-control" id="salse_person_id" name="salse_person_id" multiple required>
+                                <option value="">Select Sales Person</option>
+                                <?php if (isset($salse_team)) { ?>
+                                <?php foreach ($salse_team as $value) { ?>
+                                <option value="<?= $value['id'];?>">
+                                    <?= $value['first_name'];?>
+                                </option>
+                                <?php } ?>
+                                <?php } ?>
+                            </select>
+                        </div>
+
+                        <div class="form-group col-md-3">
+                            <label for="status"> Status <span id="base_danger" class="text-danger">*</span></label>
+                            <select class="form-control" id="lead_status" name="status" required>
+                                <option value="" selected>Select Status</option>
+                                <?php
+                                        if (isset($lead_status) && count($lead_status)) {
+                                            foreach ($lead_status as $key => $value) {
+                                                if($key == 'queued'){
+                                                    echo "<option value=" . $key . " selected>" . $value . "</option>";
+                                                }else{
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        }
+                                    ?>
+                            </select>
+                        </div>
+
+                    </div>
+
+                    <div class="form-row">
+                        <div class="form-group col-md-12">
+                            <label for="notes">Note</label>
+                            <textarea class="form-control" id="notes" name="notes" rows="4"></textarea>
+                        </div>
+                    </div>
+
+                    <div class="form-group text-right m-b-0" id="submitButton">
+                        <button type="submit" class="btn btn-primary waves-effect waves-light mr-1"
+                            id="btnSubmit">Submit</button>
+                    </div>
+
+                </form>
+            </div>
+        </div>
+    </div>
+</div><!-- end form row -->
+
+
+<script>
+
+//SELECT2 document ready function
+$(document).ready(function() {
+    addHTMLInput() 
+    setTimeout(function() {
+        $("textarea.select2-search__field").attr('rows', '1');
+        $("textarea.select2-search__field").css('resize', 'none');
+    }, 1000)
+
+    $('#insurer').select2();
+    $('#tpa').select2();
+    $('#proposed_insurer').select2();
+    $('#proposed_tpa').select2();
+
+})
+
+//DATE document ready function
+// $(document).ready(function(){
+    
+//     var today = new Date();
+
+//     var policy_start_date = flatpickr(".policy_start_date", {
+//         dateFormat: "d/m/Y",
+//         // defaultDate: today,
+//         allowInput: false,
+//         onChange: function(selectedDates, dateStr, instance) {
+//             var policy_end_date = new Date(selectedDates[0]);
+//             policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
+//             policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
+//             policy_end_datePicker.setDate(policy_end_date);
+//         }
+//     });
+
+//     // Calculate the end date (today + 1 year)
+//     // var closeDate = new Date(today);
+//     // closeDate.setFullYear(closeDate.getFullYear() + 1);
+//     // closeDate.setDate(closeDate.getDate() - 1); // Set end date to last day of next year
+
+//     var policy_end_datePicker = flatpickr(".policy_end_date", {
+//         dateFormat: "d/m/Y",
+//         // defaultDate: closeDate,
+//         allowInput: false
+//     });
+// })
+
+//---------------------------------------------------------------------------------------------------------
+
+//view and edit Lead data function
+function getLeadsDataForEdit(input) {
+
+    $('.loader').fadeIn();
+    $('.loader-mask').fadeIn();
+
+    $('#leads_form_id')[0].reset();
+
+    var id = input;
+    console.log('Selected Leads:', id);
+
+    $.ajax({
+        url: '<?= base_url("leads/list/") ?>' + id,
+        type: "GET",
+        dataType: 'json',
+        success: function(res) {
+
+            $('.btnDiv').hide();
+            console.log('getLeadsDataForEdit', res);
+
+            if (res.status == true) {
+
+                hide_list_show_add();
+
+                var page_title = 'Edit Lead';
+
+                $('#page_title').text(page_title);
+                $('#leads_primarykey').val(res.data.id);
+
+                $('#lead_type').val(res.data.lead_type);
+                $('#issuer').val(res.data.issuer);
+                $('#client_type').val(res.data.client_type);
+                $('#client_name').val(res.data.client_name);
+                $('#client_short_name').val(res.data.client_short_name);
+                $('#entity_type_id').val(res.data.entity_type_id);
+                $('#lead_status').val(res.data.status);
+                $('#notes').val(res.data.notes);
+
+
+                setTimeout(function() {
+                    $('#client_id').val(res.data.client_id).change();
+                    setTimeout(function() {
+                        $('#client_branch_id').val(res.data.client_branch_id).change();
+                        setTimeout(function() {
+                            $('#source_policy_id').val(res.data.source_policy_id)
+                                .change();
+                            $('#pan').val(res.data.pan);
+                            $('#gst').val(res.data.gst);
+                            $('#branch_name').val(res.data.branch_name);
+                            $('#branch_code').val(res.data.branch_code);
+                            $('#contact_person_name').val(res.data
+                                .contact_person_name);
+                            $('#contact_person_mobile').val(res.data
+                                .contact_person_mobile);
+
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                        }, 1000)
+                    }, 1000);
+                }, 1000);
+
+                var insurer = res.data.insurer_branch_id + '-' + res.data.insurer_id;                
+                var tpa = res.data.tpa_branch_id + '-' + res.data.tpa_id;  
+
+                var proposed_insurer = res.data.proposed_insurer_branch_id + '-' + res.data.proposed_insurer_id;                
+                var proposed_tpa = res.data.proposed_tpa_branch_id + '-' + res.data.proposed_tpa_id;      
+                
+                $('#policy_type_id_1').val(res.data.policy_type_id).change();
+                $('#insurer_1').val(insurer).select2();
+                $('#tpa_1').val(tpa).select2();
+                $('#proposed_insurer_1').val(proposed_insurer).select2();
+                $('#proposed_tpa_1').val(proposed_tpa).select2();
+                $('#policy_start_date_1').val(res.data.policy_start_date);
+                $('#policy_end_date_1').val(res.data.policy_end_date);
+                $('#no_of_lives').val(res.data.no_of_lives);
+                $('#claims').val(res.data.claims);
+                $('#location').val(res.data.location);
+
+
+                if (res.data.salse_person_id) {
+                    selecSalsePerson(res.data.salse_person_id);
+                }
+
+                if (res.data.lead_type == 2) {
+                    $('#renewalDiv').find('select, input').attr('required', 'required');
+                    $('#freshDiv').find('select, input').removeAttr('required');
+                    $('#renewalDiv').show();
+                    $('#freshDiv').hide();
+                    $('.proposed_div').show().find('select, input').attr('required', 'required');
+                } else {
+                    $('#renewalDiv').find('select, input').removeAttr('required');
+                    $('#freshDiv').find('select, input').attr('required', 'required');
+                    $('#renewalDiv').hide();
+                    $('#freshDiv').show();
+                    $('.proposed_div').hide().find('select, input').removeAttr('required');
+                }
+
+
+            } else {
+                console.log('No data found');
+            }
+        },
+        error: function(xhr, status, error) {
+            $('.loader').fadeOut();
+            $('.loader-mask').delay(350).fadeOut('slow');
+            console.error(xhr.responseText);
+            console.error(status, error);
+        }
+    });
+}
+
+//client branch data
+function getBranchData(input) {
+
+    var client_branch_id = $(input).val();
+
+    if (client_branch_id) {
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        $.ajax({
+            url: '<?php echo base_url('util/get_client_branch_data/');?>' + client_branch_id,
+            type: "GET",
+            dataType: 'json',
+            success: function(res) {
+
+                console.log('getBranchData response', res);
+
+                if (res.status == true) {
+
+                    $('#gst').val(res.data.gst);
+                    $('#pan').val(res.data.pan);
+                    $('#branch_name').val(res.data.branch_name);
+                    $('#branch_code').val(res.data.branch_code);
+                    $('#contact_person_name').val(res.contact.name);
+                    $('#contact_person_mobile').val(res.contact.mobile);
+
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+
+                } else {
+
+                    $('#gst').val('');
+                    $('#pan').val('');
+                    $('#branch_name').val('');
+                    $('#branch_code').val('');
+                    $('#contact_person_name').val('');
+                    $('#contact_person_mobile').val('');
+
+                    console.log(res.message, 'warning');
+                }
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+            }
+        });
+    }
+}
+
+//Client Policy Data
+function getPolicyData(input) {
+    var client_policy_id = $(input).val();
+    if (client_policy_id) {
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        $.ajax({
+            url: '<?php echo base_url('client/policy/list/');?>' + client_policy_id,
+            type: "GET",
+            dataType: 'json',
+            success: function(res) {
+
+                console.log('getPolicyData response', res);
+
+                if (res.status == true) {
+
+                    $('#gst').val(res.data.gst);
+                    $('#pan').val(res.data.pan);
+                    $('#branch_name').val(res.data.branch_name);
+                    $('#branch_code').val(res.data.branch_code);
+                    $('#contact_person_name').val(res.contact.name);
+                    $('#contact_person_mobile').val(res.contact.mobile);
+
+                    $('.loader').fadeOut();
+                    $('.loader-mask').delay(350).fadeOut('slow');
+
+                } else {
+
+                    $('#gst').val('');
+                    $('#pan').val('');
+                    $('#branch_name').val('');
+                    $('#branch_code').val('');
+                    $('#contact_person_name').val('');
+                    $('#contact_person_mobile').val('');
+
+                    console.log(res.message, 'warning');
+                }
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+            }
+        });
+    }
+}
+
+function selecSalsePerson(salse_person_ids) {
+
+    salse_person_ids = JSON.parse(salse_person_ids);
+    // Loop through each insurer-branch combination
+    $.each(salse_person_ids, function(index, value) {
+        // Use value in the format 'branch_id-insurer_id'
+        $('#salse_person_id option').each(function() {
+            if ($(this).val() === value) {
+                $(this).prop('selected', true); // Select the matching option
+            }
+        });
+    });
+    // Trigger change for plugins (like Select2)
+    $('#salse_person_id').trigger('change');
+}
+
+//---------------------------------------------------------------------------------------------------------
+
+var increment = 1;
+
+function addHTMLInput() {
+
+    const container = document.getElementById('dynamic-form-container');
+    const newRow = document.createElement('div');
+    newRow.className = 'form-row dynamic-form-row';
+
+    // Add an <hr> element
+    const hrElement = document.createElement('hr');
+    container.appendChild(hrElement);
+
+    // Set inner HTML with necessary input fields
+    newRow.innerHTML += `
+
+        <div class="form-group col-md-3">
+            <label for="policy_type_id">Policy Type <span class="text-danger">*</span></label>
+            <select class="form-control" id="policy_type_id_${increment}" name="policy_type_id[]" required>
+                <option value="">Select Policy Type</option>
+                <?php
+                    if (isset($policy_type) && count($policy_type)) {
+                        foreach ($policy_type as $value) {
+                            echo "<option value='" . $value['id'] . "'>" . 
+                                $value['policy_type'] . 
+                                "</option>";
+                        }
+                    }
+                ?>
+            </select>
+        </div>
+        
+        <div class="form-group col-md-3">
+            <label for="insurer">Insurer <span class="text-danger">*</span></label>
+            <select class="form-control" id="insurer_${increment}" name="insurer[]" required>
+                <option value="">Select Insurer</option>
+                <?php if (isset($insurer)) { ?>
+                    <?php foreach ($insurer as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
+                            <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+        
+        <div class="form-group col-md-3">
+            <label for="tpa">TPA <span class="text-danger">*</span></label>
+            <select class="form-control" id="tpa_${increment}" name="tpa[]" required>
+                <option value="">Select TPA</option>
+                <?php if (isset($tpa)) { ?>
+                    <?php foreach ($tpa as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
+                            <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="no_of_lives">No of Lives <span class="text-danger">*</span></label>
+            <input type="text" class="form-control" id="no_of_lives" name="no_of_lives[]" placeholder="Enter Lives" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="policy_start_date_${increment}">Date of Commencement <span class="text-danger">*</span></label>
+            <input type="text" class="form-control policy_start_date" id="policy_start_date_${increment}" name="policy_start_date[]" placeholder="Enter DOC" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="policy_end_date_${increment}">Date of Expiry <span class="text-danger">*</span></label>
+            <input type="text" class="form-control policy_end_date" id="policy_end_date_${increment}" name="policy_end_date[]" placeholder="Enter DOE" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="claims">Claims <span class="text-danger">*</span></label>
+            <input type="text" class="form-control" id="claims" name="claims[]" placeholder="Enter Claims" required>
+        </div>
+
+        <div class="form-group col-md-3">
+            <label for="location">Location <span class="text-danger">*</span></label>
+            <input type="text" class="form-control" id="location" name="location[]" placeholder="Enter Location" required>
+        </div>
+
+        <div class="form-group col-md-3 proposed_div" style="display: none;">
+            <label for="proposed_insurer">Proposed Insurer <span class="text-danger">*</span></label>
+            <select class="form-control" id="proposed_insurer_${increment}" name="proposed_insurer[]" required>
+                <option value="">Select Insurer</option>
+                <?php if (isset($insurer)) { ?>
+                    <?php foreach ($insurer as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>">
+                            <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+
+        <div class="form-group col-md-3 proposed_div" style="display: none;">
+            <label for="proposed_tpa">Proposed TPA <span class="text-danger">*</span></label>
+            <select class="form-control" id="proposed_tpa_${increment}" name="proposed_tpa[]" required>
+                <option value="">Select TPA</option>
+                <?php if (isset($tpa)) { ?>
+                    <?php foreach ($tpa as $value) { ?>
+                        <option value="<?= $value['id'] . '-' . $value['tpa_id'] ?>">
+                            <?= $value['tpa_short_name'] . '-' . $value['branch_code'] ?>
+                        </option>
+                    <?php } ?>
+                <?php } ?>
+            </select>
+        </div>
+
+        <div class="form-group col-md-12 btnDiv" style="position: relative;top: 28px;float: right;text-align: end;">
+            <a class="btn btn-danger waves-effect waves-light" onclick="removeHTMLInput(this)">x</a>
+            <a class="btn btn-primary waves-effect waves-light mr-1" onclick="addHTMLInput()">+</a>
+        </div>
+    `;
+
+    container.appendChild(newRow);
+    
+
+    var lead_type = $('#lead_type').val();
+
+    if (lead_type == 2) {
+        $('.proposed_div').show().find('select, input').attr('required', 'required');
+    } else {
+        $('.proposed_div').hide().find('select, input').removeAttr('required');
+    }
+
+    // Scroll the newly added select into view and focus on it
+    const newPolicyTypeSelect = document.getElementById(`policy_type_id_${increment}`);
+    newPolicyTypeSelect.scrollIntoView({ behavior: 'smooth', block: 'end' });
+    newPolicyTypeSelect.focus();
+
+    $('#insurer_'+ increment).select2();
+    $('#tpa_'+ increment).select2();
+    $('#proposed_insurer_'+ increment).select2();
+    $('#proposed_tpa_'+ increment).select2();
+    $('#policy_type_id_'+ increment).select2();
+
+    // Initialize date pickers
+    var policy_start_datePicker = flatpickr("#policy_start_date_" + increment, {
+        dateFormat: "d/m/Y",
+        allowInput: false,
+        onChange: function(selectedDates) {
+            var policy_end_date = new Date(selectedDates[0]);
+            policy_end_date.setFullYear(policy_end_date.getFullYear() + 1);
+            policy_end_date.setDate(policy_end_date.getDate() - 1); // Set end date to last day of selected year
+            policy_end_datePicker.setDate(policy_end_date);
+        }
+    });
+
+    var policy_end_datePicker = flatpickr("#policy_end_date_" + increment, {
+        dateFormat: "d/m/Y",
+        allowInput: false
+    });
+
+    increment++; // Increment after adding the input
+}
+
+
+function removeHTMLInput(element) 
+{
+    const container = document.getElementById('dynamic-form-container');
+    const rows = container.querySelectorAll('.dynamic-form-row');
+
+    if (rows.length > 1) {
+        const row = element.closest('.dynamic-form-row');
+
+        const hrElement = row.previousElementSibling; // Get the <hr> before the row
+        console.log(hrElement);
+        console.log(hrElement.tagName);
+        if (hrElement && hrElement.tagName === 'HR') { // Check if it's an <hr> element
+            hrElement.remove(); // Remove the <hr>
+        }
+
+        row.remove();
+    } 
+}
+
+//---------------------------------------------------------------------------------------------------------
+
+$("#leads_form_id").submit(function(event) {
+
+        event.preventDefault();
+
+        var isValid = $('#leads_form_id').parsley().validate();
+
+        if (!isValid) {
+            $('#leads_form_id').find('input, select, textarea').each(function() {
+                if ($(this).parsley().isValid() === false && !$(this).val()) {
+                    console.log('Empty field ID:', this.id);
+                }
+            });
+            console.log('Form is Empty', 'Warning');
+            return;
+        }
+
+        var salse_person_id = $("#salse_person_id").val();
+        console.log('salse_person_id : ', salse_person_id);
+
+
+        form_action = '<?= base_url('leads/create') ?>';
+
+        $('.loader').fadeIn();
+        $('.loader-mask').fadeIn();
+
+        var formData = new FormData($('#leads_form_id')[0]);
+        console.log(formData);
+
+        const jsonString = JSON.stringify(salse_person_id);
+        console.log('jsonString', jsonString);
+
+        // Append the JSON string to the FormData object
+        formData.append('salse_person_id', jsonString);
+
+        $.ajax({
+            data: formData,
+            url: form_action,
+            type: "POST",
+            dataType: 'json',
+            processData: false,
+            contentType: false,
+            success: function(res) {
+
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+
+                console.log('inception_form_response', res)
+
+                if (res.status == true) {
+
+                    toastr.success(res.message, 'Success');
+
+                    window.location.href = '<?= base_url('leads/list') ?>';
+
+                } else {
+                    toastr.error(res.message, 'Error');
+                }
+
+            },
+            error: function(xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+                $('.loader').fadeOut();
+                $('.loader-mask').delay(350).fadeOut('slow');
+            }
+        });
+});
+
+//-----------------------------------------------------------------------------------------------------------
+
+$('#lead_type').change(function() {
+
+    let value = $(this).val()
+
+    if (value == 2) {
+
+        $('#renewalDiv').find('select, input').attr('required', 'required');
+        $('#freshDiv').find('select, input').removeAttr('required');
+        $('#renewalDiv').show();
+        $('.proposed_div').show().find('select, input').attr('required', 'required');
+        $('#freshDiv').hide();
+
+        $('#gst').val('');
+        $('#pan').val('');
+        $('#branch_name').val('');
+        $('#branch_code').val('');
+        $('#contact_person_name').val('');
+        $('#contact_person_mobile').val('');
+
+    } else {
+
+        $('#renewalDiv').find('select, input').removeAttr('required');
+        $('#freshDiv').find('select, input').attr('required', 'required');
+        $('#renewalDiv').hide();
+        $('.proposed_div').hide().find('select, input').removeAttr('required');
+        $('#freshDiv').show();
+
+        $('#gst').val('');
+        $('#pan').val('');
+        $('#branch_name').val('');
+        $('#branch_code').val('');
+        $('#contact_person_name').val('');
+        $('#contact_person_mobile').val('');
+
+        $('#client_type').val('');
+        $('#client_name').val('');
+        $('#client_short_name').val('');
+        $('#entity_type_id').val('');
+    }
+
+})
+
+//-----------------------------------------------------------------------------------------------------------
+
+function getURLParamsForReport() {
+    const params = new URLSearchParams(window.location.search);
+    const pt_id = params.get('pt_id') ?? 0;
+
+    if (pt_id != 0) {
+        hide_list_show_add();
+        setTimeout(() =>
+            getPolicyTransactionDataForEdit(pt_id),
+            1500); // Reduced timeout
+    } else {
+        show_list_hide_add();
+    }
+
+    console.log('pt_id', pt_id); // Retain the log if necessary
+}
+</script>

app/Views/leads_list.php

@@ -0,0 +1,333 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+.col-12 {
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+
+.highlight {
+    border: 2px solid red; 
+    background-color: #ffe6e6; 
+}
+
+.column-header {
+    margin-right: 10px;
+}
+
+.form-section {
+    border: 1px solid #ccc;
+    padding: 15px;
+    margin-bottom: 20px;
+}
+
+.row-box {
+    border: 1px solid #ccc;
+    padding: 10px;
+    margin-bottom: 10px;
+}
+</style>
+
+
+<div class="row" id="leads_list">
+    <div class="col-12">
+        <div class="card">
+            <div class="card-body">
+                <div class="row" style="margin-bottom:1rem;">
+                    <div class="col-6" style="align-self: center;">
+                        <h4 style="position: relative;">Leads List</h4>
+                    </div>
+
+                    <div class="col-3" id="status_change" style="text-align: right; position: relative;top: 56px; left: 291px;">
+                        <button type="button" id="btnAdd" class="btn btn-primary waves-effect waves-light" onclick="hide_list_show_add();">Add</button>
+                    </div>
+                </div>
+                <div>
+                    <table class="table table-striped mb-0 nowrap" cellspacing="0" id="tickets-table">
+
+                        <thead class="bg-light">
+                            <tr>
+                                <th><div class="column-header">S.No.</div></th>
+                                <th><div class="column-header">Lead Type</div></th>
+                                <th><div class="column-header">Issuer</div></th>
+                                <th><div class="column-header">Client Type</div></th>
+                                <th><div class="column-header">Client / Branch</div></th>
+                                <th><div class="column-header">Entity Type</div></th>
+                                <th><div class="column-header">Branch Name</div></th>
+                                <th><div class="column-header">Branch Code</div></th>
+                                <th><div class="column-header">Contact Person Name</div></th>
+                                <th><div class="column-header">Contact Person Mobile</div></th>
+                                <th><div class="column-header">Policy Type</div></th>
+                                <th><div class="column-header">Status</div></th>
+                                <th><div class="column-header">Action</div></th>
+                            </tr>
+                        </thead>
+
+                        <tbody>
+                            <?php if(isset($lead_data_list) && count($lead_data_list) > 0) { ?>
+                                <?php foreach($lead_data_list as $index => $row){ ?>
+                                <tr>
+                                    <td><?php echo $index + 1; ?></td>
+                                    <td><?php echo $lead_type[$row['lead_type']] ?? '-'; ?></td>
+                                    <td><?php echo $issuer[$row['issuer']] ?? '-'; ?></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['branch_name'] ?? '-')); ?></td>
+                                    <td><?php echo $row['entity_type'] ?? '-'; ?></td>
+                                    <td><?php echo $row['branch_name'] ?? '-'; ?></td>
+                                    <td><?php echo $row['branch_code'] ?? '-'; ?></td>
+                                    <td><?php echo $row['contact_person_name'] ?? '-'; ?></td>
+                                    <td><?php echo $row['contact_person_mobile'] ?? '-'; ?></td>
+                                    <td><?php echo $row['policy_type'] ?? '-'; ?></td>
+                                    <td><?php echo $lead_status[$row['status']] ?? '-'; ?></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 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>
+                                            </div>
+                                        </div>
+                                    </td>
+                                </tr>
+                                <?php } ?>
+                            <?php } else { ?>
+                                <tr>
+                                    <td colspan="14" class="text-center">No data available</td>
+                                </tr>
+                            <?php } ?>
+                        </tbody>
+                        
+                    </table>
+                </div>
+            </div>
+        </div>
+    </div><!-- end col -->
+</div>
+
+
+<?php include('leads_form.php'); ?>
+
+<script>
+
+var client_list = ''; // local variable for storing the client branch list
+var branch_list = ''; // local variable for storing the client branch list
+var policy_list = ''; // local variable for storing the client policy list
+
+
+// select2 document ready
+$(document).ready(function(){
+
+    getClientAndBranchAndPolicy()
+
+    <?php if (session()->has('create_failed')) : ?>
+        toastr.error('<?= session()->getFlashdata('create_failed') ?>', 'Failed');
+    <?php endif; ?>
+
+    <?php if (session()->has('update_failed')) : ?>
+        toastr.error('<?= session()->getFlashdata('update_failed') ?>', 'Failed');
+    <?php endif; ?>
+
+    <?php if (session()->has('create_success')) : ?>
+        toastr.success('<?= session()->getFlashdata('create_success') ?>', 'success');
+    <?php endif; ?>
+
+    <?php if (session()->has('update_success')) : ?>
+        toastr.success('<?= session()->getFlashdata('update_success') ?>', 'success');
+    <?php endif; ?>
+
+
+    $('#client_id').select2();
+    $('#client_branch_id').select2();
+    $('#source_policy_id').select2();
+    $('#salse_person_id').select2({
+        placeholder: "Select Salse Person",  
+    });
+    
+    $('#policy_type_id').select2();
+})
+
+// Datatable document ready
+$(document).ready(function() {
+
+    var ticketsTable = $('#tickets-table');
+
+    if (ticketsTable.length) {
+        ticketsTable.DataTable({
+            scrollX: true,
+            dom: "<'row'<'col-sm-6'f><'col-sm-5 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: [{
+                extend: 'csv',
+                text: 'CSV',
+                title: 'Policy-Tranction-Inception-List',
+                exportOptions: {
+                    columns: ':not(:last-child)'
+                },
+            }, ],
+            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 not found.");
+    }
+});
+
+
+//--------------------------------------------------------------------------------------------------------
+
+function hide_list_show_add() 
+{      
+    $('#leads_list').hide()
+    $('#leads_form').show()
+}
+
+function show_list_hide_add() 
+{
+    $('#leads_list').show()
+    $('#leads_form').hide()
+}
+
+function getClientAndBranchAndPolicy()
+{   
+    $.ajax({
+        url: '<?= base_url("/util/getClientAndBranchAndPolicy") ?>',
+        type: "GET",
+        dataType: 'json',
+        success: function(res) {
+
+            console.log('getClientAndBranchAndPolicy', res);
+            if(res.status == true){
+                client_list = res.client_data;
+                branch_list = res.branch_data;
+                policy_list = res.policy_data;
+                appendClients(res.client_data);
+            }else{
+                console.log('No data found');
+            }
+
+        },
+        error: function(xhr, status, error) {
+            console.error(xhr.responseText);
+            console.error(status, error);
+        }
+    });
+}
+
+function appendClients(data) 
+{
+    $('#client_id').empty();
+
+    $('#client_id').append($('<option>', {
+        value: '',
+        text: 'Select Client'
+    }));
+
+    $.each(data, function(index, item) {
+        var option = $('<option>', {
+            value: item.id,
+            text: item.client_name,
+            'data-cn': item.client_name,
+            'data-ct': item.client_type,
+            class: (item.client_type == 1) ? 'group' : (item.client_type == 2) ? 'individual' : ''
+        });
+
+        $('#client_id').append(option);
+    });
+
+}
+
+function appendBranch(data) 
+{
+
+    $('#client_branch_id').empty();
+
+    $('#client_branch_id').append($('<option>', {
+        value: '',
+        text: 'Select Branch'
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.branch_name 
+        });
+        $('#client_branch_id').append(option);
+    });
+}
+
+function appendRenewalPolicies(data)
+{
+    console.log('appendRenewalPolicies', data);
+    
+    $('#source_policy_id').empty();
+
+    $('#source_policy_id').append($('<option>', {
+        value: '',
+        text: 'Select Policy',
+    }));
+
+    $.each(data, function(index, item) {
+
+        var option = $('<option>', {
+            value: item.id,
+            text: item.policy_type + '-' + item.policy_no,
+        });
+        $('#source_policy_id').append(option);
+    });
+}
+
+//--------------------------------------------------------------------------------------------------------
+
+
+$(document).ready(function(){
+
+    $('#client_id').change(function(){
+
+        let client_id = $(this).val();
+        let client_type = $('#client_id option:selected').data('ct');
+
+        if(branch_list != '' && client_id != '') {
+            console.log('branch_list', branch_list[client_id]);
+            let data = branch_list[client_id];
+            appendBranch(data);
+        }
+        
+    })
+
+    $('#client_branch_id').change(function(){
+
+        let client_branch_id = $(this).val();
+
+        if(policy_list != '' && client_branch_id != '') {
+            console.log('policy_list', policy_list[client_branch_id]);
+            let data = policy_list[client_branch_id];
+            appendRenewalPolicies(data);
+        }
+        
+    })
+});
+
+//--------------------------------------------------------------------------------------------------------
+
+
+</script>

app/Views/other_policy_terms.php

@@ -249,7 +249,7 @@ $('body').on('click', '.btnPolicyMaster', function() {
                     $('.loader-mask').delay(350).fadeOut('slow');
                 }, 500);
 
-                $('#nameOfThePolicyOnOther').html(' - ' + res.policy_name.name);
+                // $('#nameOfThePolicyOnOther').html(' - ' + res.policy_name.name);
 
 
                 $('#emp_count').val(res.count)

app/Views/outstanding_report_list.php

@@ -0,0 +1,426 @@
+<style>
+.table th,
+.table td {
+    padding: 8px;
+}
+
+table.dataTable tbody td {
+    padding: 4px 4px !important;
+}
+
+.col-12 {
+
+    max-width: 98% !important;
+}
+
+.dataTables_filter {
+    position: absolute;
+}
+
+.right-align-input {
+    text-align: right;
+}
+
+.center-align-input {
+    text-align: center;
+}
+</style>
+
+<div class="row" id="outstanding_filter">
+    <div class="col-12" style="margin-top: -12px;">
+        <div id="accordion" class="mb-3">
+            <div class="card mb-1">
+                <h5 class="m-1">
+                    <a 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>
+                </h5>
+                <div id="collapseOne" class="collapse show" 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="client_branch">Client<span class="text-danger"></span></label>
+                                    <select class="form-control" id="client_id" name="client_id">
+                                        <option value="0">Select Client</option>
+                                        <?php
+                                            if (isset($clients) && count($clients)) {
+                                                foreach ($clients as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['client_name'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="addon_policy"> Insurer <span id="base_danger"
+                                            class="text-danger"></span></label>
+                                    <select class="form-control" id="insurer_id" name="insurer_id">
+                                        <option value="0" selected>Select Insurer</option>
+                                        <?php if(isset($insurer) && count($insurer)){ ?>
+                                        <?php foreach ($insurer as $value) { ?>
+                                        <option value="<?= $value['id']?>"><?= $value['name']?></option>
+                                        <?php } ?>
+                                        <?php } ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="email"> Policy Type <span class="text-danger"></span></label>
+                                    <select class="form-control" id="policy_type_id" name="policy_type_id">
+                                        <option value="0">Select Policy Type</option>
+                                        <?php
+                                            if (isset($policy_types) && count($policy_types)) {
+                                                foreach ($policy_types as $key => $value) {
+                                                    echo "<option value='" . $value['id'] . "'>" . $value['policy_type'] . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3">
+                                    <label for="client_branch">Issuer<span class="text-danger">*</span></label>
+                                    <select class="form-control" id="issuer" name="issuer" required>
+                                        <option value="0">Select Issure</option>
+                                        <?php
+                                            if (isset($issuer) && count($issuer)) {
+                                                foreach ($issuer as $key => $value) {
+                                                    echo "<option value=" . $key . ">" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                            </div>
+
+                            <div class="form-row">
+
+                                <div class="form-group col-md-3">
+                                    <label>Date Type<span class="text-danger"></span></label>
+                                    <select class="form-control" id="date_type" name="date_type"
+                                        onchange="hideDateField()">
+                                        <option value="0">Select Date Type</option>
+                                        <?php
+                                            if (isset($date_type) && count($date_type)) {
+                                                foreach ($date_type as $key => $value) {
+                                                    echo "<option value='" . $key . "'>" . $value . "</option>";
+                                                }
+                                            }
+                                        ?>
+                                    </select>
+                                </div>
+
+                                <div class="form-group col-md-3" style="display: none;" id="date_div">
+                                    <label>Date<span class="text-danger"></span></label>
+                                    <div id="reportrange" class="form-control"
+                                        style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
+                                        <i class="fa fa-calendar"></i>&nbsp;
+                                        <span></span> <i class="fa fa-caret-down"></i>
+                                    </div>
+                                    <input type="hidden" id="startDate">
+                                    <input type="hidden" id="endDate">
+                                </div>
+
+                            </div>
+
+                            <div class="form-group text-right m-b-0">
+                                <a href="<?= base_url("/policy_tranction/report/report-outstanding-list"); ?>"
+                                    class="btn btn-secondary" id="clear-filters">Clear</a>
+                                <a href="<?= base_url("/policy_tranction/report/report-outstanding-list"); ?>"
+                                    class="btn btn-primary" id="get-emp-list"
+                                    onclick="fetchEmpolyeeList(event);">Submit</a>
+                            </div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+
+        </div>
+    </div>
+</div>
+
+<div class="col-12" id="outstanding_list">
+    <div class="card">
+        <div class="card-body">
+            <div class="row" style="padding-bottom: 10px;">
+                <div class="col-6" style="align-self: center;">
+                    <h4 style="position: relative;">Outstanding Report</h4>
+                </div>
+
+            </div>
+            <div class="table-responsive">
+                <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                    <thead class="bg-light">
+                        <tr>
+                            <th>S.No</th>
+                            <th>Client Name</th>
+                            <th>Insurer</th>
+                            <th>Policy</th>
+                            <th>Endorsement No</th>
+                            <th>Invoice Status</th>
+                            <th>Invoice Amount</th>
+                            <th>Realization Amount</th>
+                            <th>Outstanding Amount</th>
+                        </tr>
+                    </thead>
+                    <tbody>
+                        <?php if (isset($outstanding_list)) { ?>
+                            <?php foreach($outstanding_list as $index => $row){ ?>
+                            <tr>
+                                <td><?= $index + 1 ?></td>
+                                <td><?php echo $row['client_name']; ?></td>
+                                <td><?php echo $row['insurer_name']; ?></td>
+                                <td><?php echo $row['policy_type'] .' - '. $row['policy_no']; ?></td>
+                                <td><?php echo $row['endorsement_no']; ?></td>
+                                <td class="center-align-input"><?php echo isset($row['invoice_status']) ? $row['invoice_status'] : ' - '; ?></td>
+                                <td class="right-align-input"><?php echo isset($row['invoice_amount']) ? $row['invoice_amount'] : '0.00'; ?></td>
+                                <td class="right-align-input"><?php echo isset($row['realization_amount']) ? $row['realization_amount'] : '0.00'; ?></td>
+                                <td class="right-align-input"><?php echo isset($row['outstanding_amount']) ? $row['outstanding_amount'] : '0.00'; ?></td>
+                            </tr>
+                            <?php } ?>
+                        <?php } ?>
+                    </tbody>
+                </table>
+
+                <div>
+                </div>
+            </div>
+        </div><!-- end col -->
+    </div>
+</div>
+
+<script>
+// Datatable document ready
+$(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: [{
+                    extend: 'csv',
+                    text: 'CSV',
+                    title: 'Policy-Tranction-BDS-List',
+                },
+                {
+                    extend: 'excel',
+                    text: 'Excel',
+                    title: 'Policy-Tranction-BDS-List',
+                    customize: function(xlsx) {
+                        var sheet = xlsx.xl.worksheets['sheet1.xml'];
+                        var total = 0;
+
+                        // Find cells in column AB (28th column in Excel)
+                        $('row c[r^="AB"]', sheet).each(function() {
+                            var value = parseFloat($('v', this)
+                        .text()); // Get the value inside the cell
+                            if (!isNaN(value)) {
+                                total += value;
+                            }
+                        });
+
+                        // Get the last row index and append the total row
+                        var lastRow = $('row:last', sheet);
+                        var rowIndex = parseInt(lastRow.attr('r')) +
+                        2; // Find the next row index
+                        var totalRow = '<row r="' + rowIndex + '">' +
+                            '<c t="inlineStr" r="AA' + rowIndex +
+                            '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
+                            '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) +
+                            '</v></c>' + // Insert sum in AB
+                            '</row>';
+
+                        // Append the new total row to the sheet
+                        $(sheet).find('sheetData').append(totalRow);
+                    }
+                }
+
+            ],
+            language: {
+                search: "_INPUT_",
+                searchPlaceholder: "Search..."
+            },
+            paging: true, // Enable pagination
+            pageLength: 25 // Set default number of rows per page (optional)
+        });
+    } else {
+        console.error("Table not found.");
+    }
+});
+
+$(document).ready(function() {
+    getURLParams()
+    $('#client_id').select2();
+    $('#insurer_id').select2();
+    $('#policy_type_id').select2();
+})
+
+function fetchEmpolyeeList(event) {
+    event.preventDefault(); // Prevent default action
+
+    var start_date = $('#startDate').val();
+    var end_date = $('#endDate').val();
+    var client_id = $('#client_id').val();
+    var insurer_id = $('#insurer_id').val();
+    var policy_type_id = $('#policy_type_id').val();
+    var date_type = $('#date_type').val();
+    var issuer = $('#issuer').val();
+
+    console.log(start_date + '-' + end_date);
+
+    var queryParams = {
+        start_date: start_date,
+        end_date: end_date,
+        client_id: client_id,
+        insurer_id: insurer_id,
+        policy_type_id: policy_type_id,
+        date_type: date_type,
+        issuer: issuer,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-emp-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+
+function objectToQueryString(obj) {
+    return Object.keys(obj).map(key => `${encodeURIComponent(key)}=${encodeURIComponent(obj[key])}`).join('&');
+}
+
+function getURLParams() {
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    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
+
+    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)
+
+    // 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').val(client_id).change()
+            $('#insurer_id').val(insurer_id).change()
+            $('#policy_type_id').val(policy_type_id).change()
+            $('#date_type').val(date_type)
+            $('#issuer').val(issuer)
+        }, 1000)
+
+    }
+
+}
+
+$(function() {
+
+    const url = new URL(window.location.href);
+    const params = new URLSearchParams(url.search);
+
+    // Get start and end dates from URL parameters, or use default values
+    const startDateParam = params.get('start_date') || moment().subtract(29, 'days').format('DD-MM-YYYY');
+    const endDateParam = params.get('end_date') || moment().format('DD-MM-YYYY');
+
+    // Parse the dates to moment objects
+    var start = moment(startDateParam, 'DD-MM-YYYY');
+    var end = moment(endDateParam, 'DD-MM-YYYY');
+
+    // var start = moment().subtract(29, 'days');
+    // var end = moment();
+
+    function cb(start, end) {
+        $('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
+        $('#startDate').val(start.format('DD-MM-YYYY'));
+        $('#endDate').val(end.format('DD-MM-YYYY'));
+    }
+
+    $('#reportrange').daterangepicker({
+        startDate: start,
+        endDate: end,
+        ranges: {
+            'Today': [moment(), moment()],
+            'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
+            'Last 7 Days': [moment().subtract(6, 'days'), moment()],
+            'Last 30 Days': [moment().subtract(29, 'days'), moment()],
+            'This Month': [moment().startOf('month'), moment().endOf('month')],
+            'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month')
+                .endOf('month')
+            ]
+        }
+    }, cb);
+
+    cb(start, end);
+
+    $('#clear-filters').on('click', function() {
+        // Reset all select dropdowns to the first option
+        $('#client_id').val('0').change();
+        $('#insurer_id').val('0').change();
+        $('#policy_type_id').val('0').change();
+        $('#date_type').val('0');
+        $('#issuer').val('0');
+        $('#date_div').hide()
+
+        // Reset the date range picker to default
+        $('#reportrange').data('daterangepicker').setStartDate(moment().subtract(29, 'days'));
+        $('#reportrange').data('daterangepicker').setEndDate(moment());
+        cb(start, end); // Update the displayed date range
+    });
+
+});
+
+function hideDateField(input = null) {
+    let val = $('#date_type').val();
+
+    if (input) {
+        val = input;
+    }
+
+    if (val != 0) {
+        $('#date_div').show()
+    } else {
+        $('#date_div').hide()
+    }
+}
+
+
+function sendPolicyTransactionID(event, pt_id) {
+    event.preventDefault(); // Prevent default action
+
+    console.log(pt_id);
+
+    var queryParams = {
+        pt_id: pt_id,
+    };
+
+    const queryString = objectToQueryString(queryParams);
+    const apiURL = $('#get-policy-list').attr('href') + "?" + queryString;
+    console.log(apiURL);
+    window.location.href = apiURL;
+}
+</script>

app/Views/policy_grid.php

@@ -344,7 +344,6 @@ var terms_si_amount_array  = [];
 var unit_length = 0;
 var branch_units = [];
 
-
 $('body').on('click', '.btnPolicyModel', function() 
 {
     $('#tab_content .tab-pane').not('#primary_rack_rate_tab').remove();
@@ -3063,7 +3062,7 @@ function createCheckboxes(obj, additional_relationship = [], unique_id = null, p
        
     `;
 
-    console.log(html);
+    // console.log(html);
 
    $relationshipElement.append(html);
 
@@ -3920,7 +3919,7 @@ function appendFourthAndSixthRackRate(data = null, uniqueId = null)
     }
 
     if(unit_length == 1){
-        toAddUnitInManuall(unique_id, branch_units[0], 'appendFourthAndSixthRackRate')
+        toAddUnitInManuall(uniqueId, branch_units[0], 'appendFourthAndSixthRackRate')
     }
 }
 
@@ -4353,21 +4352,23 @@ function applyStyles(tabId) {
 function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
 
     console.log('toAddUnitInManuall unique_id', unique_id)
+    console.log('toAddUnitInManuall unique_id', typeof unique_id)
     console.log('toAddUnitInManuall whichFunction', whichFunction)
 
-    var id = $('#grid')[0];
+    var id = $('#grid').val();
     console.log(id);
     var container = $('#grid_content_input');
 
-    if (unique_id) {
-        id = $('#grid_'+unique_id)[0];
+    if (unique_id !== 'null' && unique_id !== null && unique_id !== false && unique_id !== 'false') {
+        id = $('#grid_'+unique_id).val();
+        console.log(id);
         container = $('#grid_content_input_for_additional_'+unique_id);
     }
 
     console.log('checkValideUnits id', id);
     console.log('checkValideUnits container', container);
 
-    if (id.value === '3') {
+    if (id === '3') {
 
         var units = container.find('input[name="3_unit[]"]');
         var unitValues = [];
@@ -4376,7 +4377,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '4') {
+    } else if (id === '4') {
 
         var units = container.find('input[name="4_unit[]"]');
         var unitValues = [];
@@ -4385,7 +4386,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '2' || id.value === '9') {
+    } else if (id === '2' || id === '9') {
 
         var units = container.find('input[name="gpa_unit29[]"]');
 
@@ -4393,7 +4394,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '5') {
+    } else if (id === '5') {
 
         var units = container.find('input[name="5_unit[]"]');
 
@@ -4401,7 +4402,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '6') {
+    } else if (id === '6') {
 
         var units = container.find('input[name="6_unit[]"]');
 
@@ -4409,7 +4410,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '7') {
+    } else if (id === '7') {
 
         var units = container.find('input[name="7_unit[]"]');
 
@@ -4417,7 +4418,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '10') {
+    } else if (id === '10') {
 
         var units = container.find('input[name="10_unit[]"]');
 
@@ -4425,7 +4426,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '8') {
+    } else if (id === '8') {
 
         var units = container.find('input[name="8_unit[]"]');
 
@@ -4433,7 +4434,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '11') {
+    } else if (id === '11') {
 
         var units = container.find('input[name="11_unit[]"]');
 
@@ -4441,7 +4442,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '12') {
+    } else if (id === '12') {
 
         var units = container.find('input[name="12_unit[]"]');
 
@@ -4449,7 +4450,7 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '13') {
+    } else if (id === '13') {
 
         var units = container.find('input[name="13_unit[]"]');
 
@@ -4457,23 +4458,27 @@ function toAddUnitInManuall(unique_id = null, branch_unit = '', whichFunction) {
             var value = $(this).val(branch_unit);  
         });
 
-    } else if (id.value === '1') {
+    } else if (id === '1') {
+
+        console.log('checkValideUnits id', id);
 
         var selectedValue = $('#si_or_bp').val();
         if (selectedValue == 1) {
 
+            console.log('checkValideUnits id 1', id);
             var units = container.find('input[name="gpa_unit_1[]"]');
 
             units.each(function() {
-                var value = $(this).val(branch_unit);  
+                $(this).val(branch_unit);  
             });
 
         } else if (selectedValue == 3) {
 
+            console.log('checkValideUnits id 3', id);
             var units = container.find('input[name="gpa_unit_3[]"]');
 
             units.each(function() {
-                var value = $(this).val(branch_unit);  
+                $(this).val(branch_unit);  
             });
 
         }

app/Views/policy_transaction_endorsement_form.php

@@ -362,29 +362,36 @@
                                                                                         <td>Total</td>
                                                                                     </tr>
 
-                                                                                    <?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
+                                                                                    <tr id="table_tr_14">
+                                                                                        <td>Agreed BP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hidetp" id="table_tr_15">
+                                                                                        <td id="agree_tp_td">Agreed TP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hideter" id="table_tr_16"  style="display: none;">
+                                                                                        <td id="agree_tp_td">Agreed TEP %</td>
+                                                                                    </tr>
+
+                                                                                    <?php if (in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
 
-                                                                                        <tr id="table_tr_14">
-                                                                                            <td>Agreed BP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hidetp" id="table_tr_15">
-                                                                                            <td id="agree_tp_td">Agreed TP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hideter" id="table_tr_16"  style="display: none;">
-                                                                                            <td id="agree_tp_td">Agreed TEP %</td>
-                                                                                        </tr>
                                                                                         <tr id="table_tr_17">
                                                                                             <td>Agreed Amount</td>
                                                                                         </tr>
-                                                                                        <tr id="table_tr_18">
-                                                                                            <td>Standard BP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hidetp" id="table_tr_19">
-                                                                                            <td>Standard TP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hideter" id="table_tr_20"  style="display: none;">
-                                                                                            <td>Standard TEP %</td>
-                                                                                        </tr>
+
+                                                                                    <?php } ?>
+
+                                                                                    <tr id="table_tr_18">
+                                                                                        <td>Standard BP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hidetp" id="table_tr_19">
+                                                                                        <td>Standard TP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hideter" id="table_tr_20"  style="display: none;">
+                                                                                        <td>Standard TEP %</td>
+                                                                                    </tr>
+
+                                                                                    <?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+
                                                                                         <tr id="table_tr_21">
                                                                                             <td>Actual BP Amount</td>
                                                                                         </tr>
@@ -427,8 +434,6 @@
                                                                                     <tr id="table_tr_33" style="display: none;">
                                                                                         <td></td>
                                                                                     </tr>
-
-
                                                                                 </tbody>
                                                                             </table>
                                                                         </div>
@@ -954,6 +959,12 @@ function amountCalculation(input) {
     let standard_tp_per = parseFloat($('#standard_tp_' + input).val()) || 0;
     let standard_tep_per = parseFloat($('#standard_tep_' + input).val()) || 0;
 
+    let co_share_per = parseFloat($('#co_share_per_' + input).val()) || 0;
+
+    let co_premium_amt = ((bp + tp + tep) *  co_share_per) / 100;
+    $('#co_premium_' + input).val(!isNaN(co_premium_amt) && isFinite(co_premium_amt) ? co_premium_amt.toFixed(2) : '0.00');
+
+
     // Calculate GST percentage
     let gst_per = igst;
     if (igst === 0) {
@@ -1226,6 +1237,65 @@ function actualAmountCalculation(input, field = null){
     // console.log('variance', variance);
 }
 
+function co_share_percentage_calculation(input){
+
+    var inputs = $('[name="co_share_per[]"]');
+
+    // Find the empty input(s)
+    var emptyInputs = inputs.filter(function() {
+        return $(this).val().trim() === ''; // Check for empty values
+    });
+
+    // Get the number of empty inputs
+    var emptyCount = emptyInputs.length; 
+    console.log('Number of empty inputs:', emptyCount);
+
+    // If there's exactly one empty input, calculate and set its value
+    if (emptyCount === 1) {
+        // Calculate the sum of filled values
+        let sumFilled = 0;
+        inputs.each(function() {
+            var val = parseFloat($(this).val()) || 0;
+            sumFilled += val;
+        });
+
+        // Calculate the balance percentage
+        let balance_per = 100 - sumFilled;
+        console.log('Balance percentage:', balance_per);
+
+        // Set the balance value to the empty input
+        emptyInputs.val(balance_per);
+    }
+
+}
+
+function select_leader_disable_premium_amt(input, value) {
+    if ($(input).is(':checked')) {
+        // Disable and add readonly-select class to all premiums except the one with the given value
+        $('input[name="base_premium[]"]').addClass('readonly-select');
+        $('#base_premium_' + value).removeClass('readonly-select');
+
+        $('input[name="tp_premium[]"]').addClass('readonly-select');
+        $('#tp_premium_' + value).removeClass('readonly-select');
+
+        $('input[name="ter_premium[]"]').addClass('readonly-select');
+        $('#ter_premium_' + value).removeClass('readonly-select');
+
+        $('input[name="stamp_duty[]"]').addClass('readonly-select');
+        $('#stamp_duty_' + value).removeClass('readonly-select');
+
+        $('input[name="co_premium[]"]').addClass('readonly-select');
+        $('#co_premium_' + value).removeClass('readonly-select');
+    } else {
+        // Enable and remove readonly-select class from all premiums except the one with the given value
+        $('input[name="base_premium[]"]').removeClass('readonly-select');
+        $('input[name="tp_premium[]"]').removeClass('readonly-select');
+        $('input[name="ter_premium[]"]').removeClass('readonly-select');
+        $('input[name="stamp_duty[]"]').removeClass('readonly-select');
+        $('input[name="co_premium[]"]').removeClass('readonly-select');
+    }
+}
+
 function validateRange(input) {
     // if (input.value < 1) input.value = 1;
     if (input.value > 100) input.value = 100;
@@ -1386,14 +1456,206 @@ function addInsurerColumn() {
                 case 1: // Is Leader?
                     newCell = `<td>                                    
                                     <label class="switch" style="position: relative; top: 5px; left: 35px;">
-                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
+                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" onchange="select_leader_disable_premium_amt(this, '${insurerCount}')">
                                         <span class="slider round" style="height: 27px;"></span>
                                     </label>
                                     <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
                             </td>`;
                     break;
                 case 2: // Co-Share %
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onchange="co_share_percentage_calculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 3: // Base Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 4: // TP Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 5: // Ter Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 6: // co Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 7: // CGST
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 8: // SGST
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 9: // IGST
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 10: // GST Amount
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 11: // Stamp Duty
+                    newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 12: // Total
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 13: // Agreed BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_bp_${insurerCount}" name="agreed_bp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 14: // Agreed TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_tp_${insurerCount}" name="agreed_tp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 15: // Agreed Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_tep_${insurerCount}" name="agreed_ter[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 16: // Standard BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 17: // Standard TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly ></td>`;
+                    break;
+                case 18: // Standard Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 19: // Actual BP Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_bp_amt_${insurerCount}" name="actual_bp_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 20: // Actual TP Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tp_amt_${insurerCount}" name="actual_tp_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 21: // Actual TEP Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tep_amt_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 22: // Actual BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_bp_per_${insurerCount}" name="actual_bp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_per')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 23: // Actual TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tp_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_per')"  onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 24: // Actual TEP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tep_per_${insurerCount}" name="actual_tep_per[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_per')"  onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 25: // Actual BP Brokerage Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_bp_brokerage_amt_${insurerCount}" name="actual_bp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 26: // Actual TP Brokerage Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tp_brokerage_amt_${insurerCount}" name="actual_tp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_broker_amt' )" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 27: // Actual TEP Brokerage Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tep_brokerage_amt_${insurerCount}" name="actual_tep_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 28: // Expected Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="exp_amt_${insurerCount}" name="exp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 29: // Variance
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="variance_${insurerCount}" name="variance[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 30: // Reward
+                    newCell = `<td><input type="text" class="right-align-input" id="reward_${insurerCount}" name="reward[]" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 31: // ID For Update
+                    newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+            }
+        }else if(team_id.includes('3')){
+            switch(index) {
+                case 0: // Insurer selection
+                    newCell = `<td>
+                            <select class="form-control follow_insurer readonly-select" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
+                                <option value="" selected>Select Insurer</option>
+                                <?php foreach ($insurer_branch as $value) { ?>
+                                    <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
+                                        <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                                    </option>
+                                <?php } ?>
+                            </select>
+                    </td>`;
+                    break;
+                case 1: // Is Leader?
+                    newCell = `<td>                                    
+                                    <label class="switch" style="position: relative; top: 5px; left: 35px;">
+                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" onchange="select_leader_disable_premium_amt(this, '${insurerCount}')">
+                                        <span class="slider round" style="height: 27px;"></span>
+                                    </label>
+                                    <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
+                            </td>`;
+                    break;
+                case 2: // Co-Share %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onchange="co_share_percentage_calculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 3: // Base Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 4: // TP Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 5: // Ter Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 6: // co Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 7: // CGST
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 8: // SGST
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 9: // IGST
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 10: // GST Amount
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 11: // Stamp Duty
+                    newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 12: // Total
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 13: // Agreed BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_bp_${insurerCount}" name="agreed_bp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 14: // Agreed TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_tp_${insurerCount}" name="agreed_tp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 15: // Agreed Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_tep_${insurerCount}" name="agreed_ter[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 16: // Standard BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 17: // Standard TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly ></td>`;
+                    break;
+                case 18: // Standard Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 19: // ID For Update
+                    newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+            }
+        }else if(team_id.includes('6')){
+            switch(index) {
+                case 0: // Insurer selection
+                    newCell = `<td>
+                            <select class="form-control follow_insurer readonly-select" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
+                                <option value="" selected>Select Insurer</option>
+                                <?php foreach ($insurer_branch as $value) { ?>
+                                    <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
+                                        <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                                    </option>
+                                <?php } ?>
+                            </select>
+                    </td>`;
+                    break;
+                case 1: // Is Leader?
+                    newCell = `<td>                                    
+                                    <label class="switch" style="position: relative; top: 5px; left: 35px;">
+                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" onchange="select_leader_disable_premium_amt(this, '${insurerCount}')">
+                                        <span class="slider round" style="height: 27px;"></span>
+                                    </label>
+                                    <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
+                            </td>`;
+                    break;
+                case 2: // Co-Share %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onchange="co_share_percentage_calculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                     break;
                 case 3: // Base Premium
                     newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
@@ -1486,69 +1748,6 @@ function addInsurerColumn() {
                     newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
                     break;
             }
-        }else if(team_id.includes('3')){
-            switch(index) {
-                case 0: // Insurer selection
-                    newCell = `<td>
-                            <select class="form-control follow_insurer readonly-select" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]">
-                                <option value="" selected>Select Insurer</option>
-                                <?php foreach ($insurer_branch as $value) { ?>
-                                    <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
-                                        <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
-                                    </option>
-                                <?php } ?>
-                            </select>
-                    </td>`;
-                    break;
-                case 1: // Is Leader?
-                    newCell = `<td>                                    
-                                    <label class="switch" style="position: relative; top: 5px; left: 35px;">
-                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
-                                        <span class="slider round" style="height: 27px;"></span>
-                                    </label>
-                                    <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
-                            </td>`;
-                    break;
-                case 2: // Co-Share %
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 3: // Base Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 4: // TP Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 5: // Ter Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 6: // co Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 7: // CGST
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 8: // SGST
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 9: // IGST
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 10: // GST Amount
-                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 11: // Stamp Duty
-                    newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 12: // Total
-                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 13: // Agreed BP %
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_bp_${insurerCount}" name="agreed_bp[]" oninput="amountCalculation('${insurerCount}'); validateRange(this)" onkeypress="return onlyNumbers(event)" ></td>`;
-                    break;
-                case 14: // ID For Update
-                    newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-            }
         }
         // console.log(newCell);
 
@@ -1668,7 +1867,154 @@ function populateTable(dataArray, status = false) {
                         cell.find('select').val(insurer);
                         break;
                     case 1: // Is Leader?
-                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
+                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change();
+                        break;
+                    case 2: // Co-Share %
+                        cell.find('input').val(data.co_share_per);
+                        break;
+                    case 3: // Base Premium
+                        cell.find('input').val(status ? data.bp_amt : '');
+                        break;
+                    case 4: // TP Premium
+                        cell.find('input').val(status ? data.tp_amt : '');
+                        break;
+                    case 5: // Ter Premium
+                        cell.find('input').val(status ? data.tep_amt : '');
+                        break;
+                    case 6: // Co Premium
+                        cell.find('input').val(data.cop_amt);
+                        break;
+                    case 7: // CGST
+                        cell.find('input').val(data.bp_cgst);
+                        break;
+                    case 8: // SGST
+                        cell.find('input').val(data.bp_sgst);
+                        break;
+                    case 9: // IGST
+                        cell.find('input').val(data.bp_igst);
+                        break;
+                    case 10: // GST Amount
+                        cell.find('input').val(status ? data.bp_gst_amt : '');
+                        break;
+                    case 11: // Stamp Duty
+                        cell.find('input').val(status ? data.stamp_duty : '');
+                        break;
+                    case 12: // Total
+                        cell.find('input').val(status ? data.amount : '');
+                        break;
+                    case 13: // Agreed BP %
+                        cell.find('input').val(data.agreed_bp_per);
+                        break;
+                    case 14: // Agreed TP %
+                        cell.find('input').val(data.agreed_tp_per);
+                        break;
+                    case 15: // Agreed Ter %
+                        cell.find('input').val(data.agreed_tep_per);
+                        break;
+                    case 16: // Standard BP %
+                        cell.find('input').val(data.standerd_bp_per);
+                        break;
+                    case 17: // Standard TP %
+                        cell.find('input').val(data.standerd_tp_per);
+                        break;
+                    case 18: // Standard Ter %
+                        cell.find('input').val(data.standerd_tep_per);
+                        break;
+                    case 19: // Actual BP Amount
+                        cell.find('input').val(status ? data.actual_bp_amt : '');
+                        break;
+                    case 20: // Actual TP Amount
+                        cell.find('input').val(status ? data.actual_tp_amt : '');
+                        break;
+                    case 21: // Actual Ter Amount
+                        cell.find('input').val(status ? data.actual_tep_amt : '');
+                        break;
+                    case 22: // Actual BP %
+                        cell.find('input').val(status ? data.actual_bp_per : '');
+                        break;
+                    case 23: // Actual TP %
+                        cell.find('input').val(status ? data.actual_tp_per : '');
+                        break;
+                    case 24: // Actual Ter %
+                        cell.find('input').val(status ? data.actual_tep_per : '');
+                        break;
+                    case 25: // Actual BP Brokerage Amount
+                        cell.find('input').val(status ? data.actual_bp_brokerage_amt : '');
+                        break;
+                    case 26: // Actual TP Brokerage Amount
+                        cell.find('input').val(status ? data.actual_tp_brokerage_amt : '');
+                        break;
+                    case 27: // Actual Ter Brokerage Amount
+                        cell.find('input').val(status ? data.actual_tep_brokerage_amt : '');
+                        break;
+                    case 28: // Expected Amount
+                        cell.find('input').val(status ? data.exp_amt : '');
+                        break;
+                    case 29: // Variance
+                        cell.find('input').val(status ? data.variance : '');
+                        break;
+                    case 30: // Reward
+                        cell.find('input').val(status ? data.reward : '');
+                        break;
+                    case 31: // Co-share ID (hidden field)
+                        cell.find('input[type="hidden"]').val(status ? data.id : '');
+                        break;
+                }
+            }else if(team_id.includes('3')){
+                switch (rowIndex) {
+                    case 0: // Insurer selection
+                        cell.find('select').val(insurer);
+                        break;
+                    case 1: // Is Leader?
+                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change();
+                        break;
+                    case 2: // Co-Share %
+                        cell.find('input').val(data.co_share_per);
+                        break;
+                    case 3: // Base Premium
+                        cell.find('input').val(status ? data.bp_amt : '');
+                        break;
+                    case 4: // TP Premium
+                        cell.find('input').val(status ? data.tp_amt : '');
+                        break;
+                    case 5: // Ter Premium
+                        cell.find('input').val(status ? data.tep_amt : '');
+                        break;
+                    case 6: // Co Premium
+                        cell.find('input').val(data.cop_amt);
+                        break;
+                    case 7: // CGST
+                        cell.find('input').val(data.bp_cgst);
+                        break;
+                    case 8: // SGST
+                        cell.find('input').val(data.bp_sgst);
+                        break;
+                    case 9: // IGST
+                        cell.find('input').val(data.bp_igst);
+                        break;
+                    case 10: // GST Amount
+                        cell.find('input').val(status ? data.bp_gst_amt : '');
+                        break;
+                    case 11: // Stamp Duty
+                        cell.find('input').val(status ? data.stamp_duty : '');
+                        break;
+                    case 12: // Total
+                        cell.find('input').val(status ? data.amount : '');
+                        break;
+                    case 13: // Agreed BP %
+                        cell.find('input').val(data.agreed_bp_per);
+                        break;
+                    case 14: // Co-share ID (hidden field)
+                        cell.find('input[type="hidden"]').val(status ? data.id : '');
+                        break;
+                }
+            }else if(team_id.includes('6')){
+                switch (rowIndex) {
+                    case 0: // Insurer selection
+                        cell.find('select').val(insurer);
+                        break;
+                    case 1: // Is Leader?
+                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change();
                         break;
                     case 2: // Co-Share %
                         cell.find('input').val(data.co_share_per);
@@ -1764,54 +2110,6 @@ function populateTable(dataArray, status = false) {
                         cell.find('input[type="hidden"]').val(status ? data.id : '');
                         break;
                 }
-            }else if(team_id.includes('3')){
-                switch (rowIndex) {
-                    case 0: // Insurer selection
-                        cell.find('select').val(insurer);
-                        break;
-                    case 1: // Is Leader?
-                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
-                        break;
-                    case 2: // Co-Share %
-                        cell.find('input').val(data.co_share_per);
-                        break;
-                    case 3: // Base Premium
-                        cell.find('input').val(status ? data.bp_amt : '');
-                        break;
-                    case 4: // TP Premium
-                        cell.find('input').val(status ? data.tp_amt : '');
-                        break;
-                    case 5: // Ter Premium
-                        cell.find('input').val(status ? data.tep_amt : '');
-                        break;
-                    case 6: // Co Premium
-                        cell.find('input').val(data.cop_amt);
-                        break;
-                    case 7: // CGST
-                        cell.find('input').val(data.bp_cgst);
-                        break;
-                    case 8: // SGST
-                        cell.find('input').val(data.bp_sgst);
-                        break;
-                    case 9: // IGST
-                        cell.find('input').val(data.bp_igst);
-                        break;
-                    case 10: // GST Amount
-                        cell.find('input').val(status ? data.bp_gst_amt : '');
-                        break;
-                    case 11: // Stamp Duty
-                        cell.find('input').val(status ? data.stamp_duty : '');
-                        break;
-                    case 12: // Total
-                        cell.find('input').val(status ? data.amount : '');
-                        break;
-                    case 13: // Agreed BP %
-                        cell.find('input').val(data.agreed_bp_per);
-                        break;
-                    case 14: // Co-share ID (hidden field)
-                        cell.find('input[type="hidden"]').val(status ? data.id : '');
-                        break;
-                }
             }
         });
     });

app/Views/policy_transaction_inception_form.php

@@ -155,6 +155,7 @@
 
                         <!-- <input type="hidden" id="cd_ac_no_for_edit"> -->
                         <input type="hidden" id="premium_details_unique_id">
+                        <input type="hidden" id="policy_tranction_policy_number">
 
                         <!-- Client Row -->
                         <div class="row">
@@ -353,7 +354,18 @@
 
                                                     <div class="form-group col-md-3">
                                                         <label for="ppteam">PP Team</label>
-                                                        <input id="ppteam" value="" type="text" class="form-control" name="ppteam">
+                                                        <!-- <input id="ppteam" type="text" class="form-control" name="ppteam"> -->
+                                                        <select class="form-control" id="ppteam" name="ppteam">
+                                                            <option value="">Select PP Team</option>
+                                                            <?php if (isset($ppTeamsData)) { ?>
+                                                                <?php foreach ($ppTeamsData as $value) { ?>
+                                                                    <option value="<?= $value['id'];?>">
+                                                                        <?= $value['first_name'];?>
+                                                                    </option>
+                                                                <?php } ?>
+                                                            <?php } ?>
+                                                        </select>   
+
                                                     </div>
 
                                                     <div class="form-group col-md-3">
@@ -573,6 +585,7 @@
                                                                     <div id="collapseFour" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion_3">
                                                                         <div class="row d-none" id="add_more_row">
                                                                             <div class="col-md-2">
+                                                                                <label for="setInsurerCount">Insurer Count : </label>
                                                                                 <input type="number" id="setInsurerCount" class="form-control" placeholder="Enter count">
                                                                             </div>
                                                                             <!-- <div class="col-md-2">
@@ -634,29 +647,36 @@
                                                                                         <td>Total</td>
                                                                                     </tr>
 
-                                                                                    <?php if (in_array(FINANCE_TEAM_ID, user_team())) { ?>
+                                                                                    <tr id="table_tr_14">
+                                                                                        <td>Agreed BP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hidetp" id="table_tr_15">
+                                                                                        <td id="agree_tp_td">Agreed TP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hideter" id="table_tr_16"  style="display: none;">
+                                                                                        <td id="agree_tp_td">Agreed TEP %</td>
+                                                                                    </tr>
+
+                                                                                    <?php if (in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
 
-                                                                                        <tr id="table_tr_14">
-                                                                                            <td>Agreed BP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hidetp" id="table_tr_15">
-                                                                                            <td id="agree_tp_td">Agreed TP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hideter" id="table_tr_16"  style="display: none;">
-                                                                                            <td id="agree_tp_td">Agreed TEP %</td>
-                                                                                        </tr>
                                                                                         <tr id="table_tr_17">
                                                                                             <td>Agreed Amount</td>
                                                                                         </tr>
-                                                                                        <tr id="table_tr_18">
-                                                                                            <td>Standard BP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hidetp" id="table_tr_19">
-                                                                                            <td>Standard TP %</td>
-                                                                                        </tr>
-                                                                                        <tr class="hideter" id="table_tr_20"  style="display: none;">
-                                                                                            <td>Standard TEP %</td>
-                                                                                        </tr>
+
+                                                                                    <?php } ?>
+
+                                                                                    <tr id="table_tr_18">
+                                                                                        <td>Standard BP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hidetp" id="table_tr_19">
+                                                                                        <td>Standard TP %</td>
+                                                                                    </tr>
+                                                                                    <tr class="hideter" id="table_tr_20"  style="display: none;">
+                                                                                        <td>Standard TEP %</td>
+                                                                                    </tr>
+
+                                                                                    <?php if (in_array(FINANCE_TEAM_ID, user_team()) || in_array(MANAGEMENT_TEAM_ID, user_team())) { ?>
+
                                                                                         <tr id="table_tr_21">
                                                                                             <td>Actual BP Amount</td>
                                                                                         </tr>
@@ -1234,6 +1254,7 @@ $(document).on('input', '[name="igst[]"]', function() {
 $(document).on('click', '[name="co_share_type[]"]', function() {
 
     let val = $(this).val();
+    console.log(val);
     let uniqueid = $(this).data('id');
     let insurer = $('#follow_insurer_id_'+uniqueid).val()
 
@@ -1249,6 +1270,7 @@ $(document).on('click', '[name="co_share_type[]"]', function() {
         toastr.warning('Please select the insurer.', 'WARNING!');
         $(this).prop('checked', false);
     }else{
+
          $('#insurer_id').val(insurer)
         // if(client_id && insurer_id){
         //     // $('#insurer_id').val(insurer)
@@ -1380,6 +1402,7 @@ function getPolicyTransactionDataForEdit(input) {
                 $('#client_id_for_vehicle_file_upload').val(res.data.client_id);
                 $('#vehicle_id_for_file_upload').val(res.data.vehicle_id);
                 $('#client_policy_id_for_file_upload').val(res.data.client_policy_id);
+                $('#policy_tranction_policy_number').val(res.data.policy_no);
 
                 // $('#cd_ac_no_for_edit').val(res.data.cd_ac_no);
                 $('#cd_ac_no').val(res.data.cd_ac_no);
@@ -1459,12 +1482,8 @@ function getPolicyTransactionDataForEdit(input) {
                     $('#client_branch_id').val(res.data.client_branch_id).change();
                     $('#source_client_policy_id').val(res.data.source_client_policy_id).change();
                     $('#base_policy').val(res.data.base_policy).select2();
-                    //console.log('---------------------------------------------------------------')
-                    //console.log('second')
-                    //console.log('---------------------------------------------------------------')
-
-                    $('.loader').fadeOut();
-                    $('.loader-mask').delay(350).fadeOut('slow');
+                    // $('.loader').fadeOut();
+                    // $('.loader-mask').delay(350).fadeOut('slow');
                 }, 2000);
 
                 setTimeout(function(){
@@ -1472,9 +1491,14 @@ function getPolicyTransactionDataForEdit(input) {
                     $('select[name="cd_ac_no_for_child[]"] option').each(function() {
                         if ($(this).val() == res.data.cd_ac_no) {
                             $(this).prop('selected', true);
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
+                        }else{
+                            $('.loader').fadeOut();
+                            $('.loader-mask').delay(350).fadeOut('slow');
                         }
                     });
-                }, 3000)
+                }, 4000)
 
                 // Set additional fields
                 $('#policy_status').val(res.data.status);
@@ -1490,7 +1514,7 @@ function getPolicyTransactionDataForEdit(input) {
                 $('#policy_end_date').val(res.data.policy_end_date);
                 $('#emp_count').val(res.data.emp_count);
                 $('#dependent_count').val(res.data.dependent_count);
-                $('#ppteam').val(res.data.ppteam);
+                $('#ppteam').val(res.data.ppteam).change();
                 $('#fund_received').val(res.data.fund_received);
                 $('#renewal_date').val(res.data.renewal_date);
                 $('#rollover_date').val(res.data.rollover_date);
@@ -1661,7 +1685,14 @@ function amountCalculation(input) {
     let standard_tp_per = parseFloat($('#standard_tp_' + input).val()) || 0;
     let standard_tep_per = parseFloat($('#standard_tep_' + input).val()) || 0;
 
-    console.log(standard_bp_per, standard_tp_per, standard_tep_per);
+    let co_share_per = parseFloat($('#co_share_per_' + input).val()) || 0;
+
+    // console.log(standard_bp_per, standard_tp_per, standard_tep_per);
+
+    let co_premium_amt = ((bp + tp + tep) *  co_share_per) / 100;
+
+    $('#co_premium_' + input).val(!isNaN(co_premium_amt) && isFinite(co_premium_amt) ? co_premium_amt.toFixed(2) : '0.00');
+    
 
     // Calculate GST percentage
     let gst_per = igst;
@@ -1685,25 +1716,25 @@ function amountCalculation(input) {
 
 
     let sum_of_agreed_premium = agreed_bp_per + agreed_tp_per + agreed_tep_per;
-    console.log('sum_of_agreed_precentage : ', sum_of_agreed_premium);
+    // console.log('sum_of_agreed_precentage : ', sum_of_agreed_premium);
 
     var expectedAmount = 0;
 
     if(agreed_amount > 0 ){
         expectedAmount = agreed_amount;
-        console.log('Formula 1 AGREED AMOUNT');
+        // console.log('Formula 1 AGREED AMOUNT');
     }else if(sum_of_agreed_premium > 0){
         expectedAmount = ((bp + cop) * agreed_bp_per)+ ((tp + tep)*(agreed_tp_per + agreed_tep_per));
         expectedAmount = expectedAmount / 100;
-        console.log('Formula 2 AGREED BP TP/TEP %');
+        // console.log('Formula 2 AGREED BP TP/TEP %');
     }else{
         expectedAmount = ((bp + cop) * standard_bp_per)+ ((tp + tep)*(standard_tp_per + standard_tep_per));
         console.log(expectedAmount)
         expectedAmount = expectedAmount / 100;
-        console.log('Formula 3 STANDARD BP TP/TEP %');
+        // console.log('Formula 3 STANDARD BP TP/TEP %');
     }
 
-    console.log('expectedAmount', expectedAmount);
+    // console.log('expectedAmount', expectedAmount);
 
     //Expected Amount
     // $('#exp_amt_' + input).val(expectedAmount.toFixed(2));
@@ -1714,15 +1745,15 @@ function amountCalculation(input) {
     let actual_tp_brokerage_amount = parseFloat($('#actual_tp_brokerage_amt_' + input).val()) || 0;
     let actual_tep_brokerage_amount = parseFloat($('#actual_tep_brokerage_amt_' + input).val()) || 0;
 
-    console.log('actual_bp_brokerage_amount', actual_bp_brokerage_amount);
-    console.log('actual_tp_brokerage_amount', actual_tp_brokerage_amount);
-    console.log('actual_tep_brokerage_amount', actual_tep_brokerage_amount);
+    // console.log('actual_bp_brokerage_amount', actual_bp_brokerage_amount);
+    // console.log('actual_tp_brokerage_amount', actual_tp_brokerage_amount);
+    // console.log('actual_tep_brokerage_amount', actual_tep_brokerage_amount);
 
 
 
     // let variance = expectedAmount - (actual_bp_brokerage_amount + actual_tp_brokerage_amount + actual_tep_brokerage_amount)
     let variance = (actual_bp_brokerage_amount + actual_tp_brokerage_amount + actual_tep_brokerage_amount) - expectedAmount;
-    console.log('variance', variance);
+    // console.log('variance', variance);
 
 
     // $('#variance_' + input).val(variance.toFixed(2));
@@ -1944,6 +1975,66 @@ function actualAmountCalculation(input, field = null){
     console.log('variance', variance);
 }
 
+function co_share_percentage_calculation(input){
+
+    var inputs = $('[name="co_share_per[]"]');
+
+    // Find the empty input(s)
+    var emptyInputs = inputs.filter(function() {
+        return $(this).val().trim() === ''; // Check for empty values
+    });
+
+    // Get the number of empty inputs
+    var emptyCount = emptyInputs.length; 
+    console.log('Number of empty inputs:', emptyCount);
+
+    // If there's exactly one empty input, calculate and set its value
+    if (emptyCount === 1) {
+        // Calculate the sum of filled values
+        let sumFilled = 0;
+        inputs.each(function() {
+            var val = parseFloat($(this).val()) || 0;
+            sumFilled += val;
+        });
+
+        // Calculate the balance percentage
+        let balance_per = 100 - sumFilled;
+        console.log('Balance percentage:', balance_per);
+
+        // Set the balance value to the empty input
+        emptyInputs.val(balance_per);
+    }
+
+}
+
+function select_leader_disable_premium_amt(input, value) {
+
+    if ($(input).is(':checked')) {
+        // Disable and add readonly-select class to all premiums except the one with the given value
+        $('input[name="base_premium[]"]').addClass('readonly-select');
+        $('#base_premium_' + value).removeClass('readonly-select');
+
+        $('input[name="tp_premium[]"]').addClass('readonly-select');
+        $('#tp_premium_' + value).removeClass('readonly-select');
+
+        $('input[name="ter_premium[]"]').addClass('readonly-select');
+        $('#ter_premium_' + value).removeClass('readonly-select');
+
+        $('input[name="stamp_duty[]"]').addClass('readonly-select');
+        $('#stamp_duty_' + value).removeClass('readonly-select');
+
+        $('input[name="co_premium[]"]').addClass('readonly-select');
+        $('#co_premium_' + value).removeClass('readonly-select');
+    } else {
+        // Enable and remove readonly-select class from all premiums except the one with the given value
+        $('input[name="base_premium[]"]').removeClass('readonly-select');
+        $('input[name="tp_premium[]"]').removeClass('readonly-select');
+        $('input[name="ter_premium[]"]').removeClass('readonly-select');
+        $('input[name="stamp_duty[]"]').removeClass('readonly-select');
+        $('input[name="co_premium[]"]').removeClass('readonly-select');
+    }
+}
+
 function validateRange(input) {
     // if (input.value < 1) input.value = 1;
     if (input.value > 100) input.value = 100;
@@ -2119,7 +2210,10 @@ function checkInvoiceStatusToHideSubmitBtn(id){
 
 function getCDAccountNumber(input)
 {   
+    console.log('##########################################')
     console.log('getCDAccountNumber')
+    console.log('##########################################')
+
 
     // var client_id = $('#client_id').val()
     // var insurer_id = $('#insurer_id').find('option:selected').attr('data-id');
@@ -2363,19 +2457,47 @@ function convertToMySQLDate(dateString) {
     return '';
 }
 
+// function convertMonthYearToMySQLDate(dateString) {
+//    console.log('convertMonthYearToMySQLDate' + dateString);
+
+//     if(dateString !== "" && dateString !== undefined)
+//     {
+//         // Create a new Date object using the string with '01' as the day
+//         const date = new Date(dateString + '/01');
+//         console.log(date);
+//         // Format the date to MySQL style: YYYY-MM-DD
+//         return date.toISOString().split('T')[0];
+//     }
+
+//     return '';
+// }
+
 function convertMonthYearToMySQLDate(dateString) {
-   // console.log('convertMonthYearToMySQLDate' + dateString);
-    if(dateString !== "" && dateString !== undefined)
-    {
-        // Create a new Date object using the string with '01' as the day
-        const date = new Date(dateString + '/01');
-        
-        // Format the date to MySQL style: YYYY-MM-DD
-        return date.toISOString().split('T')[0];
+    console.log('convertMonthYearToMySQLDate: ' + dateString);
+
+    if(dateString !== "" && dateString !== undefined) {
+        // Map month abbreviations to their respective numbers
+        const months = {
+            'jan': '01', 'feb': '02', 'mar': '03', 'apr': '04',
+            'may': '05', 'jun': '06', 'jul': '07', 'aug': '08',
+            'sep': '09', 'oct': '10', 'nov': '11', 'dec': '12'
+        };
+
+        // Split the input string by '/'
+        const parts = dateString.toLowerCase().split('/');
+        const month = months[parts[0]]; // Convert the month abbreviation to its numeric form
+        const year = parts[1]; // Year remains unchanged
+
+        // Format the date as YYYY-MM-DD
+        if (month && year) {
+            return `${year}-${month}-01`;
+        }
     }
+
     return '';
 }
 
+
 $("#inception_form_id").submit(function(event) {
 
     event.preventDefault();
@@ -2942,40 +3064,49 @@ $('#policy_status').change(function(){
 $('#policy_no').change(function(){
 
     var policy_no = $(this).val();
-    // console.log(policy_no +'-'+policy_no.length);
     policy_no = policy_no.trim();
-    // console.log(policy_no +'-'+policy_no.length);
 
+    $pt_id = $('#policy_tranction_policy_number').val();
+    console.log('$pt_id', $pt_id);
 
-    $.ajax({
-        url: '<?php echo base_url('util/get_client_policy_data_using_policy_no/');?>'+policy_no,
-        type: "GET",
-        dataType: 'json',
-        success: function (res) {
+    if($pt_id == "" && policy_no != ""){
+        $.ajax({
+            url: '<?php echo base_url('util/get_client_policy_data_using_policy_no/');?>'+policy_no,
+            type: "GET",
+            dataType: 'json',
+            success: function (res) {
 
-            console.log('get_client_policy_data_using_policy_no response', res)
+                console.log('get_client_policy_data_using_policy_no response', res)
 
-            if(res.status == true){
-                $('#ct_type').val(1);
-                $('#client_policy_id').val(res.data.client_policy_id);
-                $('#policy_start_date').val(res.data.policy_start_date);
-                $('#policy_end_date').val(res.data.policy_end_date)
-                $('#tpa').val(res.data.tpa_branch_id+'-'+res.data.tpa_id).trigger('change');
-            }else{
-                $('#ct_type').val(2)
-                $('#client_policy_id').val();
-                $('#policy_start_date').val();
-                $('#policy_end_date').val();
-                $('#tpa').val().trigger('change');
-                console.log(res.message, 'warning');
-            }
-        },
-        error: function (xhr, status, error) {
-            console.error(xhr.responseText);
-            console.error(status, error);
-        }        
-    });
+                if(res.status == true){
+                    $('#ct_type').val(1);
+                    $('#client_policy_id').val(res.data.client_policy_id);
+                    $('#policy_start_date').val(res.data.policy_start_date);
+                    $('#policy_end_date').val(res.data.policy_end_date);
+                    $('#tpa').val(res.data.tpa_branch_id+'-'+res.data.tpa_id).select2();
+                }else{
+                    $('#ct_type').val(2);
+                    $('#client_policy_id').val();
+                    $('#policy_start_date').val();
+                    $('#policy_end_date').val();
+                    $('#tpa').val('').select2();
+                    console.log(res.message, 'warning');
+                }
+            },
+            error: function (xhr, status, error) {
+                console.error(xhr.responseText);
+                console.error(status, error);
+            }        
+        });
+    }else{
 
+        $('#ct_type').val(2)
+        $('#client_policy_id').val();
+        $('#policy_start_date').val();
+        $('#policy_end_date').val();
+        $('#tpa').val('').select2();
+        console.log("Could not get policy data")
+    }
 });
 
 // $('.follow_insurer_cd').on('change', function(){
@@ -2999,14 +3130,16 @@ $('#policy_no').change(function(){
 var insurerCount = 0;
 
 $('#setInsurerCount').on('input', function() {
-    var count = $('#setInsurerCount').val();
+    var count = parseInt($('#setInsurerCount').val()) || 1;
 
-    if (count) {
-        for (var i = 0; i < count; i++) {  // Corrected loop condition
-            addInsurerColumn();
+    count = count - 1; // Reduce the count by 1
+
+    if (count >= 0) {  // Ensure count is valid after reduction
+        for (var i = 0; i < count; i++) {  
+            addInsurerColumn();  // Ensure this function is defined properly
         }
     } else {
-        toastr.warning('Please enter the insurer count', 'WARNING');
+        toastr.warning('Please enter a valid insurer count', 'WARNING');
     }
 });
 
@@ -3025,9 +3158,9 @@ function addInsurerColumn() {
 
     // Add a new column for each data row
     $('#insurerTable tbody tr').each(function(index) {
+
         let newCell = '';
         
-
         if(team_id.includes('4')){
 
             switch(index) {
@@ -3046,7 +3179,7 @@ function addInsurerColumn() {
                 case 1: // Is Leader?
                     newCell = `<td>                                    
                                     <label class="switch" style="position: relative; top: 5px; left: 35px;">
-                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
+                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" onchange="select_leader_disable_premium_amt(this, '${insurerCount}')">
                                         <span class="slider round" style="height: 27px;"></span>
                                     </label>
                                     <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
@@ -3061,7 +3194,221 @@ function addInsurerColumn() {
                     </td>`;
                     break;  
                 case 3: // Co-Share %
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="co_share_per_${insurerCount}" name="co_share_per[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onchange="co_share_percentage_calculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 4: // Base Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 5: // TP Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 6: // Ter Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 7: // co Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 8: // CGST
+                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 9: // SGST
+                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 10: // IGST
+                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 11: // GST Amount
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 12: // Stamp Duty
+                    newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 13: // Total
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 14: // Agreed BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_bp_${insurerCount}" name="agreed_bp[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 15: // Agreed TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_tp_${insurerCount}" name="agreed_tp[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 16: // Agreed Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_ter_${insurerCount}" name="agreed_ter[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 17: // Standard BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 18: // Standard TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_tp_${insurerCount}" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly ></td>`;
+                    break;
+                case 19: // Standard Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_tep_${insurerCount}" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 20: // Actual BP Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_bp_amt_${insurerCount}" name="actual_bp_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 21: // Actual TP Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tp_amt_${insurerCount}" name="actual_tp_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 22: // Actual TEP Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tep_amt_${insurerCount}" name="actual_tep_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_amt_for_calc')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 23: // Actual BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_bp_per_${insurerCount}" name="actual_bp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_per')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 24: // Actual TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tp_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_per')"  onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 25: // Actual TEP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="actual_tep_per_${insurerCount}" name="actual_tp_per[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_per')"  onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 26: // Actual BP Brokerage Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_bp_brokerage_amt_${insurerCount}" name="actual_bp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'bp_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 27: // Actual TP Brokerage Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tp_brokerage_amt_${insurerCount}" name="actual_tp_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tp_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 28: // Actual TEP Brokerage Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="actual_tep_brokerage_amt_${insurerCount}" name="actual_tep_brokerage_amt[]" onchange="actualAmountCalculation('${insurerCount}', 'tep_broker_amt')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 29: // Expected Amount
+                    newCell = `<td><input type="text" class="right-align-input" id="exp_amt_${insurerCount}" name="exp_amt[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 30: // Variance
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="variance_${insurerCount}" name="variance[]" onchange="actualAmountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 31: // Reward
+                    newCell = `<td><input type="text" class="right-align-input" id="reward_${insurerCount}" name="reward[]" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 32: // ID For Update
+                    newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+
+            }
+
+        }else if(team_id.includes('3')){
+
+            switch(index) {
+                case 0: // Insurer selection
+                    newCell = `<td>
+                            <select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]" onchange="getCDAccountNumber(this)">
+                                <option value="" selected>Select Insurer</option>
+                                <?php foreach ($insurer_branch as $value) { ?>
+                                    <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
+                                        <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                                    </option>
+                                <?php } ?>
+                            </select>
+                    </td>`;
+                    break;
+                case 1: // Is Leader?
+                    newCell = `<td>                                    
+                                    <label class="switch" style="position: relative; top: 5px; left: 35px;">
+                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" onchange="select_leader_disable_premium_amt(this, '${insurerCount}')">
+                                        <span class="slider round" style="height: 27px;"></span>
+                                    </label>
+                                    <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
+                            </td>`;
+                    break;
+                case 2: // CD Account Number selectionclass="std_tp_td"
+                    newCell = `<td>
+                            <select class="form-control follow_insurer_cd" data-count="${insurerCount}" id="cd_ac_no_${insurerCount}" name="cd_ac_no_for_child[]" onchange="addCDAccountNumber(this); restrictCDACNO(this)">
+                                <option value="" selected>Select CD No</option>
+                                <option value="add_cd"> + Add CD No</option>
+                            </select>
+                    </td>`;
+                    break;  
+                case 3: // Co-Share %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="co_share_per_${insurerCount}" name="co_share_per[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onchange="co_share_percentage_calculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 4: // Base Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 5: // TP Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 6: // Ter Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 7: // co Premium
+                    newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 8: // CGST
+                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 9: // SGST
+                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 10: // IGST
+                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 11: // GST Amount
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 12: // Stamp Duty
+                    newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 13: // Total
+                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 14: // Agreed BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_bp_${insurerCount}" name="agreed_bp[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 15: // Agreed TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_tp_${insurerCount}" name="agreed_tp[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+                case 16:  // Agreed Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="agreed_ter_${insurerCount}" name="agreed_ter[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)" ></td>`;
+                    break;
+                case 17: // Standard BP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_bp_${insurerCount}" name="standard_bp[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+                case 18: // Standard TP %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_tp_${insurerCount}" name="standard_tp[]" onkeypress="return onlyNumbers(event)" readonly ></td>`;
+                    break;
+                case 19: // Standard Ter %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="readonly-color right-align-input" id="standard_tep_${insurerCount}" name="standard_ter[]" onkeypress="return onlyNumbers(event)" readonly></td>`;
+                    break;
+
+                case 20: // ID For Update
+                    newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
+                    break;
+            }
+
+        }else if(team_id.includes('6')){
+
+            switch(index) {
+                case 0: // Insurer selection
+                    newCell = `<td>
+                            <select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]" onchange="getCDAccountNumber(this)">
+                                <option value="" selected>Select Insurer</option>
+                                <?php foreach ($insurer_branch as $value) { ?>
+                                    <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
+                                        <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
+                                    </option>
+                                <?php } ?>
+                            </select>
+                    </td>`;
+                    break;
+                case 1: // Is Leader?
+                    newCell = `<td>                                    
+                                    <label class="switch" style="position: relative; top: 5px; left: 35px;">
+                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]" onchange="select_leader_disable_premium_amt(this, '${insurerCount}')">
+                                        <span class="slider round" style="height: 27px;"></span>
+                                    </label>
+                                    <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
+                            </td>`;
+                    break;
+                case 2: // CD Account Number selectionclass="std_tp_td"
+                    newCell = `<td>
+                            <select class="form-control follow_insurer_cd" data-count="${insurerCount}" id="cd_ac_no_${insurerCount}" name="cd_ac_no_for_child[]" onchange="addCDAccountNumber(this); restrictCDACNO(this)">
+                                <option value="" selected>Select CD No</option>
+                                <option value="add_cd"> + Add CD No</option>
+                            </select>
+                    </td>`;
+                    break;  
+                case 3: // Co-Share %
+                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" id="co_share_per_${insurerCount}" name="co_share_per[]" oninput="validateRange(this); amountCalculation('${insurerCount}')" onchange="co_share_percentage_calculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
                     break;
                 case 4: // Base Premium
                     newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
@@ -3155,76 +3502,6 @@ function addInsurerColumn() {
                     break;
 
             }
-
-        }else if(team_id.includes('3')){
-            switch(index) {
-                case 0: // Insurer selection
-                    newCell = `<td>
-                            <select class="form-control follow_insurer" data-count="${insurerCount}" id="follow_insurer_id_${insurerCount}" name="follow_insurer_id[]" onchange="getCDAccountNumber(this)">
-                                <option value="" selected>Select Insurer</option>
-                                <?php foreach ($insurer_branch as $value) { ?>
-                                    <option value="<?= $value['id'] . '-' . $value['insurer_id'] ?>" data-id="<?= $value['insurer_id'] ?>" data-bid="<?= $value['id'] ?>">
-                                        <?= $value['insurer_name'] . '-' . $value['branch_code'] ?>
-                                    </option>
-                                <?php } ?>
-                            </select>
-                    </td>`;
-                    break;
-                case 1: // Is Leader?
-                    newCell = `<td>                                    
-                                    <label class="switch" style="position: relative; top: 5px; left: 35px;">
-                                        <input data-id="${insurerCount}" id="co_share_type_${insurerCount}" type="checkbox" name="co_share_type[]">
-                                        <span class="slider round" style="height: 27px;"></span>
-                                    </label>
-                                    <label for="inception_type" style="position: relative; top: 5px; left: 40px;">Leader Yes</label>
-                            </td>`;
-                    break;
-                case 2: // CD Account Number selectionclass="std_tp_td"
-                    newCell = `<td>
-                            <select class="form-control follow_insurer_cd" data-count="${insurerCount}" id="cd_ac_no_${insurerCount}" name="cd_ac_no_for_child[]" onchange="addCDAccountNumber(this); restrictCDACNO(this)">
-                                <option value="" selected>Select CD No</option>
-                                <option value="add_cd"> + Add CD No</option>
-                            </select>
-                    </td>`;
-                    break;  
-                case 3: // Co-Share %
-                    newCell = `<td class="input-with-percentage"><input type="text" class="right-align-input" name="co_share_per[]" oninput="validateRange(this)" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 4: // Base Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="base_premium_${insurerCount}" name="base_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 5: // TP Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="tp_premium_${insurerCount}" name="tp_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 6: // Ter Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="ter_premium_${insurerCount}" name="ter_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 7: // co Premium
-                    newCell = `<td><input type="text" class="right-align-input" id="co_premium_${insurerCount}" name="co_premium[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 8: // CGST
-                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="cgst_${insurerCount}" name="cgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 9: // SGST
-                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="sgst_${insurerCount}" name="sgst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 10: // IGST
-                    newCell = `<td  class="input-with-percentage"><input type="text" class="right-align-input" id="igst_${insurerCount}" name="igst[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 11: // GST Amount
-                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="gst_amount_${insurerCount}" name="gst_amount[]" oninput="amountCalculation('${insurerCount}')"  readonly onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 12: // Stamp Duty
-                    newCell = `<td><input type="text" class="right-align-input" id="stamp_duty_${insurerCount}" name="stamp_duty[]" oninput="amountCalculation('${insurerCount}')" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 13: // Total
-                    newCell = `<td><input type="text" class="readonly-color right-align-input" id="total_amt_${insurerCount}"  name="total[]" readonly onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-                case 14: // ID For Update
-                    newCell = `<td><input type="hidden" name="co_share_id[]" id="co_share_id[]" onkeypress="return onlyNumbers(event)"></td>`;
-                    break;
-            }
-
         }
 
 
@@ -3307,12 +3584,186 @@ function populateTable(dataArray) {
             let insurer = data.insurer_branch_id + '-' + data.insurer_id;
 
             if(team_id.includes('4')){
+
                 switch (rowIndex) {
                     case 0: // Insurer selection
                         cell.find('select').val(insurer).change();
                         break;
                     case 1: // Is Leader?
-                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
+                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change();
+                        break;
+                    case 2: // CD Account Number selection
+                            cell.find('select').val(data.cd_ac_no);
+                        break;
+                    case 3: // Co-Share %
+                        cell.find('input').val(data.co_share_per);
+                        break;
+                    case 4: // Base Premium
+                        cell.find('input').val(data.bp_amt);
+                        break;
+                    case 5: // TP Premium
+                        cell.find('input').val(data.tp_amt);
+                        break;
+                    case 6: // Ter Premium
+                        cell.find('input').val(data.tep_amt);
+                        break;
+                    case 7: // Co Premium
+                        cell.find('input').val(data.cop_amt);
+                        break;
+                    case 8: // CGST
+                        cell.find('input').val(data.bp_cgst);
+                        break;
+                    case 9: // SGST
+                        cell.find('input').val(data.bp_sgst);
+                        break;
+                    case 10: // IGST
+                        cell.find('input').val(data.bp_igst);
+                        break;
+                    case 11: // GST Amount
+                        cell.find('input').val(data.bp_gst_amt);
+                        break;
+                    case 12: // Stamp Duty
+                        cell.find('input').val(data.stamp_duty);
+                        break;
+                    case 13: // Total
+                        cell.find('input').val(data.amount);
+                        break;
+                    case 14: // Agreed BP %
+                        cell.find('input').val(data.agreed_bp_per);
+                        break;
+                    case 15: // Agreed TP %
+                        cell.find('input').val(data.agreed_tp_per);
+                        break;
+                    case 16: // Agreed Ter %
+                        cell.find('input').val(data.agreed_tep_per);
+                        break;
+                    case 17: // Standard BP %
+                        cell.find('input').val(data.standerd_bp_per);
+                        break;
+                    case 18: // Standard TP %
+                        cell.find('input').val(data.standerd_tp_per);
+                        break;
+                    case 19: // Standard Ter %
+                        cell.find('input').val(data.standerd_tep_per);
+                        break;
+                    case 20: // Actual BP Amount
+                        cell.find('input').val(data.actual_bp_amt);
+                        break;
+                    case 21: // Actual TP Amount
+                        cell.find('input').val(data.actual_tp_amt);
+                        break;
+                    case 22: // Actual Ter Amount
+                        cell.find('input').val(data.actual_tep_amt);
+                        break;
+                    case 23: // Actual BP %
+                        cell.find('input').val(data.actual_bp_per);
+                        break;
+                    case 24: // Actual TP %
+                        cell.find('input').val(data.actual_tp_per);
+                        break;
+                    case 25: // Actual Ter %
+                        cell.find('input').val(data.actual_tep_per);
+                        break;
+                    case 26: // Actual BP Brokerage Amount
+                        cell.find('input').val(data.actual_bp_brokerage_amt);
+                        break;
+                    case 27: // Actual TP Brokerage Amount
+                        cell.find('input').val(data.actual_tp_brokerage_amt);
+                        break;
+                    case 28: // Actual Ter Brokerage Amount
+                        cell.find('input').val(data.actual_tep_brokerage_amt);
+                        break;
+                    case 29: // Expected Amount
+                        cell.find('input').val(data.exp_amt);
+                        break;
+                    case 30: // Variance
+                        cell.find('input').val(data.variance);
+                        break;
+                    case 31: // Reward
+                        cell.find('input').val(data.reward);
+                        break;
+                    case 32: // Co-share ID (hidden field)
+                        cell.find('input[type="hidden"]').val(data.id);
+                        break;
+                }
+
+            }else if(team_id.includes('3')){ 
+
+                switch (rowIndex) {
+                    case 0: // Insurer selection
+                        cell.find('select').val(insurer).change();
+                        break;
+                    case 1: // Is Leader?
+                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change();
+                        break;
+                    case 2: // CD Account Number selection
+                            cell.find('select').val(data.cd_ac_no);
+                        break;
+                    case 3: // Co-Share %
+                        cell.find('input').val(data.co_share_per);
+                        break;
+                    case 4: // Base Premium
+                        cell.find('input').val(data.bp_amt);
+                        break;
+                    case 5: // TP Premium
+                        cell.find('input').val(data.tp_amt);
+                        break;
+                    case 6: // Ter Premium
+                        cell.find('input').val(data.tep_amt);
+                        break;
+                    case 7: // Co Premium
+                        cell.find('input').val(data.cop_amt);
+                        break;
+                    case 8: // CGST
+                        cell.find('input').val(data.bp_cgst);
+                        break;
+                    case 9: // SGST
+                        cell.find('input').val(data.bp_sgst);
+                        break;
+                    case 10: // IGST
+                        cell.find('input').val(data.bp_igst);
+                        break;
+                    case 11: // GST Amount
+                        cell.find('input').val(data.bp_gst_amt);
+                        break;
+                    case 12: // Stamp Duty
+                        cell.find('input').val(data.stamp_duty);
+                        break;
+                    case 13: // Total
+                        cell.find('input').val(data.amount);
+                        break;
+                    case 14: // Agreed BP %
+                        cell.find('input').val(data.agreed_bp_per);
+                        break;
+                    case 15: // Agreed TP %
+                        cell.find('input').val(data.agreed_tp_per);
+                        break;
+                    case 16: // Agreed Ter %
+                        cell.find('input').val(data.agreed_tep_per);
+                        break;
+                    case 17: // Standard BP %
+                        cell.find('input').val(data.standerd_bp_per);
+                        break;
+                    case 18: // Standard TP %
+                        cell.find('input').val(data.standerd_tp_per);
+                        break;
+                    case 19: // Standard Ter %
+                        cell.find('input').val(data.standerd_tep_per);
+                        break;
+
+                    case 20: // Co-share ID (hidden field)
+                        cell.find('input[type="hidden"]').val(data.id);
+                        break;
+                }
+
+            }else if(team_id.includes('6')){ 
+
+                switch (rowIndex) {
+                    case 0: // Insurer selection
+                        cell.find('select').val(insurer).change();
+                        break;
+                    case 1: // Is Leader?
+                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1').change();
                         break;
                     case 2: // CD Account Number selection
                             cell.find('select').val(data.cd_ac_no);
@@ -3411,54 +3862,6 @@ function populateTable(dataArray) {
                         cell.find('input[type="hidden"]').val(data.id);
                         break;
                 }
-            }else if(team_id.includes('3')){ 
-                switch (rowIndex) {
-                    case 0: // Insurer selection
-                        cell.find('select').val(insurer).change();
-                        break;
-                    case 1: // Is Leader?
-                        cell.find('input[type="checkbox"]').prop('checked', data.co_share_type === '1');
-                        break;
-                    case 2: // CD Account Number selection
-                            cell.find('select').val(data.cd_ac_no);
-                        break;
-                    case 3: // Co-Share %
-                        cell.find('input').val(data.co_share_per);
-                        break;
-                    case 4: // Base Premium
-                        cell.find('input').val(data.bp_amt);
-                        break;
-                    case 5: // TP Premium
-                        cell.find('input').val(data.tp_amt);
-                        break;
-                    case 6: // Ter Premium
-                        cell.find('input').val(data.tep_amt);
-                        break;
-                    case 7: // Co Premium
-                        cell.find('input').val(data.cop_amt);
-                        break;
-                    case 8: // CGST
-                        cell.find('input').val(data.bp_cgst);
-                        break;
-                    case 9: // SGST
-                        cell.find('input').val(data.bp_sgst);
-                        break;
-                    case 10: // IGST
-                        cell.find('input').val(data.bp_igst);
-                        break;
-                    case 11: // GST Amount
-                        cell.find('input').val(data.bp_gst_amt);
-                        break;
-                    case 12: // Stamp Duty
-                        cell.find('input').val(data.stamp_duty);
-                        break;
-                    case 13: // Total
-                        cell.find('input').val(data.amount);
-                        break;
-                    case 14: // Co-share ID (hidden field)
-                        cell.find('input[type="hidden"]').val(data.id);
-                        break;
-                }
             }
         });
     });

app/Views/policy_transaction_inception_list.php

@@ -406,6 +406,7 @@ $(document).ready(function(){
     $('#sales_generated_by').select2();
     $('#serviced_by').select2();
     $('#policy_type_id').select2();
+    $('#ppteam').select2();
 })
 
 // Datatable document ready
@@ -462,7 +463,7 @@ $(document).ready(function(){
 
             // Calculate renewal date (one month before the end date)
             var renewal_date = new Date(policy_end_date);
-            renewal_date.setMonth(renewal_date.getMonth() - 1);
+            // renewal_date.setMonth(renewal_date.getMonth() - 1);
             renewal_datePicker.setDate(renewal_date);  // Set renewal date
         }
     });
@@ -913,11 +914,14 @@ function appendFileTableBody(data)
         row.append($('<td>').text(item.doc_name));
         row.append($('<td>').text(item.file_name));
 
-        var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
-          "?client_id=" + item.client_id + 
-          "&file_type=policy" + 
-          "&file_name=" + item.file_name + 
-          "&client_policy_id=" + item.client_policy_id;
+        // var url = "<?= base_url('/downloadGdriveFile'); ?>" + 
+        //   "?client_id=" + item.client_id + 
+        //   "&file_type=policy" + 
+        //   "&file_name=" + item.file_name + 
+        //   "&client_policy_id=" + item.client_policy_id;
+
+        var url = '<?= base_url('download-kyc-docs/') ?>' + item.file_name;
+
 
         var link = $('<a>')
             .attr('href', url)

app/Views/variance_report_list.php

@@ -153,7 +153,7 @@ table.dataTable tbody td {
                 </div>
 
             </div>
-            <div class="table-responsive" style="overflow-x: auto;">
+            <div class="table-responsive">
                 <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
                     <thead class="bg-light">
                         <tr>
@@ -226,6 +226,7 @@ $(document).ready(function() {
 
     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