Finance: separate OPD Consult and Doctor Charges payout screens; compact dashboard cards; add IPD payout tracking migration

app/Config/Routes.php

@@ -242,6 +242,7 @@ $routes->match(['get', 'post'], 'Medical/credit_payout_pool_datatable', 'Medical
 $routes->get('Medical/credit_payout_request', 'Medical::credit_payout_request');
 $routes->post('Medical/credit_payout_request_create', 'Medical::credit_payout_request_create');
 $routes->get('Medical/credit_payout_requests', 'Medical::credit_payout_requests');
+$routes->match(['get', 'post'], 'Medical/credit_payout_requests_datatable', 'Medical::credit_payout_requests_datatable');
 $routes->get('Medical/credit_payout_request_detail/(:num)', 'Medical::credit_payout_request_detail/$1');
 
 $routes->get('Payment_Medical', 'Payment_Medical::index');
@@ -276,6 +277,12 @@ $routes->get('Finance/payout/opd-consult-drafts-table', 'Finance::payoutOpdConsu
 $routes->post('Finance/payout/opd-consult-draft-create', 'Finance::payoutOpdConsultDraftCreate');
 $routes->post('Finance/payout/opd-consult-draft-update', 'Finance::payoutOpdConsultDraftUpdate');
 $routes->post('Finance/payout/opd-consult-draft-delete', 'Finance::payoutOpdConsultDraftDelete');
+$routes->get('Finance/payout/doctor-charges', 'Finance::doctorChargesPayout');
+$routes->get('Finance/payout/doctor-charges-summary', 'Finance::doctorChargesPayoutSummary');
+$routes->get('Finance/payout/doctor-charges-drafts-table', 'Finance::doctorChargesPayoutDraftsTable');
+$routes->post('Finance/payout/doctor-charges-draft-create', 'Finance::doctorChargesPayoutDraftCreate');
+$routes->post('Finance/payout/doctor-charges-draft-update', 'Finance::doctorChargesPayoutDraftUpdate');
+$routes->post('Finance/payout/doctor-charges-draft-delete', 'Finance::doctorChargesPayoutDraftDelete');
 $routes->get('Finance/bank_audit_direct_payments_table', 'Finance::bankAuditDirectPaymentsTable');
 $routes->get('Finance/bank_audit_outgoing_payments_table', 'Finance::bankAuditOutgoingPaymentsTable');
 $routes->get('Finance/bank_statement_entries_table', 'Finance::bankStatementEntriesTable');

app/Controllers/Finance.php

@@ -1858,6 +1858,48 @@ class Finance extends BaseController
         ]);
     }
 
+    public function doctorChargesPayout()
+    {
+        if (! $this->canFinanceAny([
+            'finance.workflow.view',
+            'finance.cash.billing.submit',
+            'finance.cash.accounts.accept',
+            'finance.cash.accounts.verify',
+            'finance.bank.deposit.create',
+            'finance.bank.audit',
+            'finance.bank.statement.update',
+        ])) {
+            return $this->response->setStatusCode(403)->setBody('Access denied');
+        }
+
+        $doctorModel = new DoctorModel();
+        $doctorRows = $doctorModel->getDoctors();
+        usort($doctorRows, static function ($left, $right): int {
+            $leftName = trim((string) (($left->p_title ?? '') . ' ' . ($left->p_fname ?? '')));
+            $rightName = trim((string) (($right->p_title ?? '') . ' ' . ($right->p_fname ?? '')));
+
+            return strcasecmp($leftName, $rightName);
+        });
+
+        $doctorOptions = [];
+        foreach ($doctorRows as $row) {
+            $isActive = property_exists($row, 'active') ? (int) ($row->active ?? 0) : 1;
+            if ($isActive !== 1) {
+                continue;
+            }
+
+            $doctorOptions[] = [
+                'id' => (int) ($row->id ?? 0),
+                'name' => trim((string) (($row->p_title ?? '') . ' ' . ($row->p_fname ?? ''))),
+            ];
+        }
+
+        return view('finance/doctor_charges_payout', [
+            'doctor_options' => $doctorOptions,
+            'state_unit_options' => $this->fetchOpdStateUnitOptions(),
+        ]);
+    }
+
     public function payoutOpdConsultSummary()
     {
         if (! $this->canFinanceAny([
@@ -1876,6 +1918,7 @@ class Finance extends BaseController
         $toDate = $this->normalizeDateInput((string) ($this->request->getGet('to_date') ?? ''));
         $doctorId = (int) ($this->request->getGet('doctor_id') ?? 0);
         $stateUnit = trim((string) ($this->request->getGet('state_unit') ?? ''));
+        $payoutSource = $this->normalizePayoutSource((string) ($this->request->getGet('payout_source') ?? 'consultation'));
 
         if ($fromDate === '') {
             $fromDate = date('Y-m-01');
@@ -1887,7 +1930,40 @@ class Finance extends BaseController
             [$fromDate, $toDate] = [$toDate, $fromDate];
         }
 
-        return view('finance/partials/payout_opd_consult_summary', $this->buildOpdConsultPayoutSummaryData($fromDate, $toDate, $doctorId, $stateUnit));
+        return view('finance/partials/payout_opd_consult_summary', $this->buildPayoutSummaryDataForSource($payoutSource, $fromDate, $toDate, $doctorId, $stateUnit));
+    }
+
+    public function doctorChargesPayoutSummary()
+    {
+        if (! $this->canFinanceAny([
+            'finance.workflow.view',
+            'finance.cash.billing.submit',
+            'finance.cash.accounts.accept',
+            'finance.cash.accounts.verify',
+            'finance.bank.deposit.create',
+            'finance.bank.audit',
+            'finance.bank.statement.update',
+        ])) {
+            return $this->response->setStatusCode(403)->setBody('Access denied');
+        }
+
+        $fromDate = $this->normalizeDateInput((string) ($this->request->getGet('from_date') ?? ''));
+        $toDate = $this->normalizeDateInput((string) ($this->request->getGet('to_date') ?? ''));
+        $doctorId = (int) ($this->request->getGet('doctor_id') ?? 0);
+        $stateUnit = trim((string) ($this->request->getGet('state_unit') ?? ''));
+        $payoutSource = $this->normalizePayoutSource((string) ($this->request->getGet('payout_source') ?? 'pathology'));
+
+        if ($fromDate === '') {
+            $fromDate = date('Y-m-01');
+        }
+        if ($toDate === '') {
+            $toDate = date('Y-m-d');
+        }
+        if ($fromDate > $toDate) {
+            [$fromDate, $toDate] = [$toDate, $fromDate];
+        }
+
+        return view('finance/partials/doctor_charges_payout_summary', $this->buildPayoutSummaryDataForSource($payoutSource, $fromDate, $toDate, $doctorId, $stateUnit));
     }
 
     public function payoutOpdConsultDraftsTable()
@@ -1909,6 +1985,8 @@ class Finance extends BaseController
         $toDate = $this->normalizeDateInput((string) ($this->request->getGet('to_date') ?? ''));
         $doctorId = (int) ($this->request->getGet('doctor_id') ?? 0);
         $stateUnit = trim((string) ($this->request->getGet('state_unit') ?? ''));
+        $payoutSource = $this->normalizePayoutSource((string) ($this->request->getGet('payout_source') ?? 'consultation'));
+        $payoutType = $this->payoutTypeFromSource($payoutSource);
 
         if ($fromDate === '') {
             $fromDate = date('Y-m-01');
@@ -1923,7 +2001,7 @@ class Finance extends BaseController
         $builder = $this->doctorPayoutModel
             ->select('finance_doctor_payouts.*, finance_doctor_agreements.doctor_code, finance_doctor_agreements.doctor_name')
             ->join('finance_doctor_agreements', 'finance_doctor_agreements.id = finance_doctor_payouts.doctor_id', 'left')
-            ->where('finance_doctor_payouts.payout_type', 'consultation')
+            ->where('finance_doctor_payouts.payout_type', $payoutType)
             ->where('finance_doctor_payouts.payout_date >=', $fromDate)
             ->where('finance_doctor_payouts.payout_date <=', $toDate)
             ->orderBy('finance_doctor_payouts.id', 'DESC');
@@ -1943,6 +2021,68 @@ class Finance extends BaseController
 
         return view('finance/partials/payout_opd_consult_drafts_table', [
             'rows' => $builder->findAll(30),
+            'source_type' => $payoutSource,
+            'source_label' => $this->payoutSourceLabel($payoutSource),
+        ]);
+    }
+
+    public function doctorChargesPayoutDraftsTable()
+    {
+        if (! $this->canFinanceAny([
+            'finance.workflow.view',
+            'finance.cash.billing.submit',
+            'finance.cash.accounts.accept',
+            'finance.cash.accounts.verify',
+            'finance.bank.deposit.create',
+            'finance.bank.audit',
+            'finance.bank.statement.update',
+            'finance.doctor_payout.manage',
+        ])) {
+            return $this->response->setStatusCode(403)->setBody('Access denied');
+        }
+
+        $fromDate = $this->normalizeDateInput((string) ($this->request->getGet('from_date') ?? ''));
+        $toDate = $this->normalizeDateInput((string) ($this->request->getGet('to_date') ?? ''));
+        $doctorId = (int) ($this->request->getGet('doctor_id') ?? 0);
+        $stateUnit = trim((string) ($this->request->getGet('state_unit') ?? ''));
+        $payoutSource = $this->normalizePayoutSource((string) ($this->request->getGet('payout_source') ?? 'pathology'));
+        $payoutType = $this->payoutTypeFromSource($payoutSource);
+
+        if ($fromDate === '') {
+            $fromDate = date('Y-m-01');
+        }
+        if ($toDate === '') {
+            $toDate = date('Y-m-d');
+        }
+        if ($fromDate > $toDate) {
+            [$fromDate, $toDate] = [$toDate, $fromDate];
+        }
+
+        $builder = $this->doctorPayoutModel
+            ->select('finance_doctor_payouts.*, finance_doctor_agreements.doctor_code, finance_doctor_agreements.doctor_name')
+            ->join('finance_doctor_agreements', 'finance_doctor_agreements.id = finance_doctor_payouts.doctor_id', 'left')
+            ->where('finance_doctor_payouts.payout_type', $payoutType)
+            ->where('finance_doctor_payouts.payout_date >=', $fromDate)
+            ->where('finance_doctor_payouts.payout_date <=', $toDate)
+            ->orderBy('finance_doctor_payouts.id', 'DESC');
+
+        if ($doctorId > 0) {
+            $agreementIds = $this->findDoctorAgreementIdsFromMaster($doctorId);
+            if (! empty($agreementIds)) {
+                $builder->whereIn('finance_doctor_payouts.doctor_id', $agreementIds);
+            } else {
+                $builder->where('1 = 0', null, false);
+            }
+        }
+
+        if ($stateUnit !== '') {
+            $builder->like('finance_doctor_payouts.case_reference', '-U' . $this->normalizeStateUnitToken($stateUnit), 'both');
+        }
+
+        return view('finance/partials/doctor_charges_payout_drafts_table', [
+            'rows' => $builder->findAll(30),
+            'source_type' => $payoutSource,
+            'source_label' => $this->payoutSourceLabel($payoutSource),
         ]);
     }
 
@@ -1969,12 +2109,28 @@ class Finance extends BaseController
         $fromDate = $this->normalizeDateInput((string) ($this->request->getPost('from_date') ?? ''));
         $toDate = $this->normalizeDateInput((string) ($this->request->getPost('to_date') ?? ''));
         $stateUnit = trim((string) ($this->request->getPost('state_unit') ?? ''));
+        $payoutSource = $this->normalizePayoutSource((string) ($this->request->getPost('payout_source') ?? 'consultation'));
         $baseAmount = (float) ($this->request->getPost('base_amount') ?? 0);
         $doctorShare = (float) ($this->request->getPost('doctor_share') ?? 75);
         $hospitalShare = (float) ($this->request->getPost('hospital_share') ?? 25);
         $deductions = (float) ($this->request->getPost('deductions') ?? 0);
         $adjustments = (float) ($this->request->getPost('adjustments') ?? 0);
 
+        if ($payoutSource !== 'consultation') {
+            return $this->createChargeInvoicePayoutDraft(
+                $payoutSource,
+                $doctorId,
+                $fromDate,
+                $toDate,
+                $stateUnit,
+                $baseAmount,
+                $doctorShare,
+                $hospitalShare,
+                $deductions,
+                $adjustments
+            );
+        }
+
         if ($doctorId <= 0) {
             return $this->response->setStatusCode(422)->setJSON(['status' => 0, 'message' => 'Please select a doctor before creating payout draft.']);
         }
@@ -2019,7 +2175,7 @@ class Finance extends BaseController
             $caseReference .= '-U' . $this->normalizeStateUnitToken($stateUnit);
         }
 
-        $remarks = 'OPD payout draft from OPD Consult Payout | Completed=' . $completedOpd
+        $remarks = 'OPD payout draft from Hospital Doctor Payout | Completed=' . $completedOpd
             . ', Base=' . number_format($baseAmount, 2, '.', '')
             . ', Doc%=' . number_format($doctorShare, 2, '.', '')
             . ', Hosp%=' . number_format($hospitalShare, 2, '.', '')
@@ -2077,6 +2233,11 @@ class Finance extends BaseController
         ]);
     }
 
+    public function doctorChargesPayoutDraftCreate()
+    {
+        return $this->payoutOpdConsultDraftCreate();
+    }
+
     public function payoutOpdConsultDraftUpdate()
     {
         if (! $this->canFinanceAny([
@@ -2133,6 +2294,11 @@ class Finance extends BaseController
         ]);
     }
 
+    public function doctorChargesPayoutDraftUpdate()
+    {
+        return $this->payoutOpdConsultDraftUpdate();
+    }
+
     public function payoutOpdConsultDraftDelete()
     {
         if (! $this->canFinanceAny([
@@ -2164,20 +2330,39 @@ class Finance extends BaseController
 
         $this->db->transStart();
 
-        if (method_exists($this->db, 'tableExists') && $this->db->tableExists('opd_master') && $this->tableHasField('opd_master', 'payout_draft_id')) {
-            $clearData = [
-                'payout_draft_id' => null,
-            ];
-            if ($this->tableHasField('opd_master', 'payout_calculated_at')) {
-                $clearData['payout_calculated_at'] = null;
-            }
-            if ($this->tableHasField('opd_master', 'payout_calculated_by')) {
-                $clearData['payout_calculated_by'] = null;
-            }
+        $payoutType = strtolower(trim((string) ($row['payout_type'] ?? 'consultation')));
+        if ($payoutType === 'consultation') {
+            if (method_exists($this->db, 'tableExists') && $this->db->tableExists('opd_master') && $this->tableHasField('opd_master', 'payout_draft_id')) {
+                $clearData = [
+                    'payout_draft_id' => null,
+                ];
+                if ($this->tableHasField('opd_master', 'payout_calculated_at')) {
+                    $clearData['payout_calculated_at'] = null;
+                }
+                if ($this->tableHasField('opd_master', 'payout_calculated_by')) {
+                    $clearData['payout_calculated_by'] = null;
+                }
 
-            $this->db->table('opd_master')
-                ->where('payout_draft_id', $payoutId)
-                ->update($clearData);
+                $this->db->table('opd_master')
+                    ->where('payout_draft_id', $payoutId)
+                    ->update($clearData);
+            }
+        } else {
+            if (method_exists($this->db, 'tableExists') && $this->db->tableExists('invoice_item') && $this->tableHasField('invoice_item', 'payout_draft_id')) {
+                $clearData = [
+                    'payout_draft_id' => null,
+                ];
+                if ($this->tableHasField('invoice_item', 'payout_calculated_at')) {
+                    $clearData['payout_calculated_at'] = null;
+                }
+                if ($this->tableHasField('invoice_item', 'payout_calculated_by')) {
+                    $clearData['payout_calculated_by'] = null;
+                }
+
+                $this->db->table('invoice_item')
+                    ->where('payout_draft_id', $payoutId)
+                    ->update($clearData);
+            }
         }
 
         $this->doctorPayoutModel->delete($payoutId);
@@ -2190,10 +2375,15 @@ class Finance extends BaseController
 
         return $this->response->setJSON([
             'status' => 1,
-            'message' => 'Payout draft deleted and linked OPD records unlocked for recalculation.',
+            'message' => 'Payout draft deleted and linked records unlocked for recalculation.',
         ]);
     }
 
+    public function doctorChargesPayoutDraftDelete()
+    {
+        return $this->payoutOpdConsultDraftDelete();
+    }
+
     public function phase2()
     {
         if (! $this->canFinance('finance.access')) {
@@ -4517,6 +4707,567 @@ class Finance extends BaseController
         ];
     }
 
+    private function normalizePayoutSource(string $source): string
+    {
+        $source = strtolower(trim($source));
+        $allowed = ['consultation', 'pathology', 'radiology', 'other_items'];
+
+        return in_array($source, $allowed, true) ? $source : 'consultation';
+    }
+
+    private function payoutTypeFromSource(string $source): string
+    {
+        return match ($this->normalizePayoutSource($source)) {
+            'pathology' => 'pathology',
+            'radiology' => 'radiology',
+            'other_items' => 'other_items',
+            default => 'consultation',
+        };
+    }
+
+    private function payoutSourceLabel(string $source): string
+    {
+        return match ($this->normalizePayoutSource($source)) {
+            'pathology' => 'Pathology Charges',
+            'radiology' => 'Radiology Charges',
+            'other_items' => 'Other Charge Items',
+            default => 'OPD Consultation',
+        };
+    }
+
+    private function buildPayoutSummaryDataForSource(string $source, string $fromDate, string $toDate, int $doctorId = 0, string $stateUnit = ''): array
+    {
+        $source = $this->normalizePayoutSource($source);
+        if ($source === 'consultation') {
+            $payload = $this->buildOpdConsultPayoutSummaryData($fromDate, $toDate, $doctorId, $stateUnit);
+            $payload['source_type'] = $source;
+            $payload['source_label'] = $this->payoutSourceLabel($source);
+            $payload['scope_label'] = 'Completed OPDs';
+            $payload['unit_label'] = 'OPDs';
+
+            return $payload;
+        }
+
+        $payload = $this->buildChargeInvoicePayoutSummaryData($source, $fromDate, $toDate, $doctorId, $stateUnit);
+        $payload['source_type'] = $source;
+        $payload['source_label'] = $this->payoutSourceLabel($source);
+        $payload['scope_label'] = 'Eligible Charge Invoices';
+        $payload['unit_label'] = 'Invoices';
+
+        return $payload;
+    }
+
+    private function resolveInvoiceDoctorColumn(): ?string
+    {
+        $candidates = ['doctor_id', 'doc_id', 'dr_id'];
+        foreach ($candidates as $column) {
+            if ($this->tableHasField('invoice_master', $column)) {
+                return $column;
+            }
+        }
+
+        return null;
+    }
+
+    private function resolveInvoiceStateUnitColumn(): ?string
+    {
+        $candidates = ['unit_name', 'unit', 'state_name', 'state', 'branch_name', 'branch', 'center_name', 'location', 'city'];
+        foreach ($candidates as $column) {
+            if ($this->tableHasField('invoice_master', $column)) {
+                return $column;
+            }
+        }
+
+        return null;
+    }
+
+    private function applyChargeCategoryFilter($builder, string $source, string $itemTypeColumn): void
+    {
+        $source = $this->normalizePayoutSource($source);
+        if (! $this->tableHasField('invoice_item', 'item_type')) {
+            if ($source !== 'other_items') {
+                $builder->where('1 = 0', null, false);
+            }
+
+            return;
+        }
+
+        if ($source === 'pathology') {
+            $builder->whereIn($itemTypeColumn, [5, 30]);
+            return;
+        }
+
+        if ($source === 'radiology') {
+            $builder->whereIn($itemTypeColumn, [1, 2, 3, 4, 6]);
+            return;
+        }
+
+        if ($source === 'other_items') {
+            $builder->groupStart()
+                ->where($itemTypeColumn . ' IS NULL', null, false)
+                ->orWhereNotIn($itemTypeColumn, [1, 2, 3, 4, 5, 6, 30])
+                ->groupEnd();
+        }
+    }
+
+    private function fetchEligibleChargeItemsForPayout(string $source, string $fromDate, string $toDate, int $doctorId, string $stateUnit = ''): array
+    {
+        if (! method_exists($this->db, 'tableExists') || ! $this->db->tableExists('invoice_master') || ! $this->db->tableExists('invoice_item')) {
+            return ['item_ids' => [], 'invoice_ids' => []];
+        }
+
+        $doctorColumn = $this->resolveInvoiceDoctorColumn();
+        if ($doctorColumn === null) {
+            return ['item_ids' => [], 'invoice_ids' => []];
+        }
+
+        $stateColumn = $this->resolveInvoiceStateUnitColumn();
+        $itemAmountExpr = $this->tableHasField('invoice_item', 'item_amount')
+            ? 'COALESCE(ii.item_amount, 0)'
+            : 'COALESCE(ii.item_rate,0) * COALESCE(ii.item_qty,0)';
+
+        $builder = $this->db->table('invoice_item ii')
+            ->select('ii.id AS item_id, ii.inv_master_id AS invoice_id')
+            ->join('invoice_master inv', 'inv.id = ii.inv_master_id', 'inner')
+            ->where('DATE(inv.inv_date) >=', $fromDate)
+            ->where('DATE(inv.inv_date) <=', $toDate)
+            ->where($itemAmountExpr . ' > 0', null, false);
+
+        if ($doctorId > 0) {
+            $builder->where('inv.' . $doctorColumn, $doctorId);
+        }
+
+        if ($stateUnit !== '' && $stateColumn !== null) {
+            $builder->where('inv.' . $stateColumn, $stateUnit);
+        }
+
+        $this->applyChargeCategoryFilter($builder, $source, 'ii.item_type');
+
+        if ($this->tableHasField('invoice_item', 'payout_draft_id')) {
+            $builder->groupStart()
+                ->where('ii.payout_draft_id IS NULL', null, false)
+                ->orWhere('ii.payout_draft_id', 0)
+                ->groupEnd();
+        }
+
+        $rows = $builder->get()->getResultArray();
+
+        $itemIds = [];
+        $invoiceIds = [];
+        foreach ($rows as $row) {
+            $itemId = (int) ($row['item_id'] ?? 0);
+            $invoiceId = (int) ($row['invoice_id'] ?? 0);
+            if ($itemId > 0) {
+                $itemIds[] = $itemId;
+            }
+            if ($invoiceId > 0) {
+                $invoiceIds[] = $invoiceId;
+            }
+        }
+
+        return [
+            'item_ids' => array_values(array_unique($itemIds)),
+            'invoice_ids' => array_values(array_unique($invoiceIds)),
+        ];
+    }
+
+    private function buildChargeInvoicePayoutSummaryData(string $source, string $fromDate, string $toDate, int $doctorId = 0, string $stateUnit = ''): array
+    {
+        $db = \Config\Database::connect();
+        $source = $this->normalizePayoutSource($source);
+        $doctorColumn = $this->resolveInvoiceDoctorColumn();
+        $stateColumn = $this->resolveInvoiceStateUnitColumn();
+
+        $summary = [
+            'completed_opd' => 0,
+            'routine_opd' => 0,
+            'emergency_opd' => 0,
+            'running_opd' => 0,
+            'new_opd' => 0,
+            'calculated_opd' => 0,
+            'gross_amount' => 0.0,
+            'org_credit_amount' => 0.0,
+            'doctor_count' => 0,
+            'approved_consents' => 0,
+            'payout_count' => 0,
+            'payout_amount' => 0.0,
+            'cash_received' => 0.0,
+            'bank_received' => 0.0,
+            'total_received' => 0.0,
+            'credit_amount' => 0.0,
+        ];
+
+        $doctorBreakdown = [];
+        $doctorName = 'All Doctors';
+        if ($doctorId > 0 && $db->tableExists('doctor_master')) {
+            $doctorRow = $db->table('doctor_master')->select('p_title, p_fname')->where('id', $doctorId)->get()->getRow();
+            if ($doctorRow) {
+                $doctorName = trim((string) (($doctorRow->p_title ?? '') . ' ' . ($doctorRow->p_fname ?? '')));
+            }
+        }
+
+        if ($doctorColumn === null || ! $db->tableExists('invoice_master') || ! $db->tableExists('invoice_item')) {
+            return [
+                'summary' => $summary,
+                'doctor_breakdown' => [],
+                'from_date' => $fromDate,
+                'to_date' => $toDate,
+                'doctor_name' => $doctorName,
+                'state_unit' => $stateUnit,
+                'state_unit_label' => $stateColumn !== null ? ucwords(str_replace('_', ' ', $stateColumn)) : 'State/Unit',
+            ];
+        }
+
+        $itemAmountExpr = $this->tableHasField('invoice_item', 'item_amount')
+            ? 'COALESCE(ii.item_amount, 0)'
+            : 'COALESCE(ii.item_rate,0) * COALESCE(ii.item_qty,0)';
+
+        $breakdownBuilder = $db->table('invoice_item ii')
+            ->select('inv.' . $doctorColumn . ' AS doc_id', false)
+            ->select("COALESCE(NULLIF(TRIM(CONCAT(COALESCE(dm.p_title,''), ' ', COALESCE(dm.p_fname,''))), ''), CONCAT('Doctor #', inv." . $doctorColumn . ")) AS doctor_name", false)
+            ->select('COUNT(DISTINCT inv.id) AS completed_opd', false)
+            ->select('SUM(' . $itemAmountExpr . ') AS gross_amount', false)
+            ->join('invoice_master inv', 'inv.id = ii.inv_master_id', 'inner')
+            ->join('doctor_master dm', 'dm.id = inv.' . $doctorColumn, 'left')
+            ->where('DATE(inv.inv_date) >=', $fromDate)
+            ->where('DATE(inv.inv_date) <=', $toDate)
+            ->where($itemAmountExpr . ' > 0', null, false);
+
+        if ($doctorId > 0) {
+            $breakdownBuilder->where('inv.' . $doctorColumn, $doctorId);
+        }
+        if ($stateUnit !== '' && $stateColumn !== null) {
+            $breakdownBuilder->where('inv.' . $stateColumn, $stateUnit);
+        }
+
+        $this->applyChargeCategoryFilter($breakdownBuilder, $source, 'ii.item_type');
+
+        if ($this->tableHasField('invoice_item', 'payout_draft_id')) {
+            $breakdownBuilder->groupStart()
+                ->where('ii.payout_draft_id IS NULL', null, false)
+                ->orWhere('ii.payout_draft_id', 0)
+                ->groupEnd();
+        }
+
+        $doctorBreakdown = $breakdownBuilder
+            ->groupBy('inv.' . $doctorColumn)
+            ->orderBy('doctor_name', 'ASC')
+            ->get()
+            ->getResultArray();
+
+        foreach ($doctorBreakdown as &$row) {
+            $row['completed_opd'] = (int) ($row['completed_opd'] ?? 0);
+            $row['routine_opd'] = 0;
+            $row['emergency_opd'] = 0;
+            $row['running_opd'] = 0;
+            $row['new_opd'] = 0;
+            $row['gross_amount'] = (float) ($row['gross_amount'] ?? 0);
+            $row['org_credit_amount'] = 0.0;
+            $row['cash_received'] = 0.0;
+            $row['bank_received'] = 0.0;
+            $row['total_received'] = 0.0;
+            $row['credit_amount'] = 0.0;
+            $row['payout_amount'] = 0.0;
+
+            $summary['completed_opd'] += $row['completed_opd'];
+            $summary['gross_amount'] += $row['gross_amount'];
+        }
+        unset($row);
+
+        $summary['doctor_count'] = count($doctorBreakdown);
+
+        if ($this->tableHasField('invoice_item', 'payout_draft_id')) {
+            $calcBuilder = $db->table('invoice_item ii')
+                ->select('COUNT(DISTINCT inv.id) AS calculated_opd', false)
+                ->join('invoice_master inv', 'inv.id = ii.inv_master_id', 'inner')
+                ->where('DATE(inv.inv_date) >=', $fromDate)
+                ->where('DATE(inv.inv_date) <=', $toDate)
+                ->where($itemAmountExpr . ' > 0', null, false)
+                ->where('ii.payout_draft_id >', 0);
+
+            if ($doctorId > 0) {
+                $calcBuilder->where('inv.' . $doctorColumn, $doctorId);
+            }
+            if ($stateUnit !== '' && $stateColumn !== null) {
+                $calcBuilder->where('inv.' . $stateColumn, $stateUnit);
+            }
+            $this->applyChargeCategoryFilter($calcBuilder, $source, 'ii.item_type');
+
+            $calcRow = $calcBuilder->get()->getRowArray();
+            $summary['calculated_opd'] = (int) ($calcRow['calculated_opd'] ?? 0);
+        }
+
+        $eligible = $this->fetchEligibleChargeItemsForPayout($source, $fromDate, $toDate, $doctorId, $stateUnit);
+        if (! empty($eligible['invoice_ids'])) {
+            $invoiceIds = $eligible['invoice_ids'];
+
+            $categoryRows = $db->table('invoice_item ii')
+                ->select('ii.inv_master_id AS invoice_id, SUM(' . $itemAmountExpr . ') AS category_total', false)
+                ->whereIn('ii.inv_master_id', $invoiceIds)
+                ->where($itemAmountExpr . ' > 0', null, false);
+            $this->applyChargeCategoryFilter($categoryRows, $source, 'ii.item_type');
+            $categoryRows = $categoryRows->groupBy('ii.inv_master_id')->get()->getResultArray();
+
+            $invoiceTotals = $db->table('invoice_item ii')
+                ->select('ii.inv_master_id AS invoice_id, SUM(' . $itemAmountExpr . ') AS invoice_total', false)
+                ->whereIn('ii.inv_master_id', $invoiceIds)
+                ->where($itemAmountExpr . ' > 0', null, false)
+                ->groupBy('ii.inv_master_id')
+                ->get()->getResultArray();
+
+            $payments = $db->table('payment_history p')
+                ->select('p.payof_id AS invoice_id', false)
+                ->select('SUM(CASE WHEN p.credit_debit = 0 THEN COALESCE(p.amount,0) ELSE 0 END) AS total_received', false)
+                ->select('SUM(CASE WHEN p.credit_debit = 0 AND p.payment_mode = 1 THEN COALESCE(p.amount,0) ELSE 0 END) AS cash_received', false)
+                ->select('SUM(CASE WHEN p.credit_debit = 0 AND p.payment_mode = 2 THEN COALESCE(p.amount,0) ELSE 0 END) AS bank_received', false)
+                ->where('p.payof_type', 2)
+                ->whereIn('p.payof_id', $invoiceIds)
+                ->where('DATE(p.payment_date) >=', $fromDate)
+                ->where('DATE(p.payment_date) <=', $toDate)
+                ->groupBy('p.payof_id')
+                ->get()->getResultArray();
+
+            $invoiceToDocRows = $db->table('invoice_master inv')
+                ->select('inv.id AS invoice_id, inv.' . $doctorColumn . ' AS doc_id', false)
+                ->whereIn('inv.id', $invoiceIds)
+                ->get()->getResultArray();
+
+            $categoryMap = [];
+            foreach ($categoryRows as $row) {
+                $categoryMap[(int) ($row['invoice_id'] ?? 0)] = (float) ($row['category_total'] ?? 0);
+            }
+
+            $invoiceTotalMap = [];
+            foreach ($invoiceTotals as $row) {
+                $invoiceTotalMap[(int) ($row['invoice_id'] ?? 0)] = (float) ($row['invoice_total'] ?? 0);
+            }
+
+            $paymentMap = [];
+            foreach ($payments as $row) {
+                $paymentMap[(int) ($row['invoice_id'] ?? 0)] = [
+                    'total_received' => (float) ($row['total_received'] ?? 0),
+                    'cash_received' => (float) ($row['cash_received'] ?? 0),
+                    'bank_received' => (float) ($row['bank_received'] ?? 0),
+                ];
+            }
+
+            $invoiceDocMap = [];
+            foreach ($invoiceToDocRows as $row) {
+                $invoiceDocMap[(int) ($row['invoice_id'] ?? 0)] = (int) ($row['doc_id'] ?? 0);
+            }
+
+            $perDoctorReceived = [];
+            foreach ($invoiceIds as $invoiceId) {
+                $invoiceId = (int) $invoiceId;
+                $docId = (int) ($invoiceDocMap[$invoiceId] ?? 0);
+                if ($docId <= 0) {
+                    continue;
+                }
+
+                $categoryTotal = (float) ($categoryMap[$invoiceId] ?? 0);
+                $invoiceTotal = (float) ($invoiceTotalMap[$invoiceId] ?? 0);
+                if ($categoryTotal <= 0 || $invoiceTotal <= 0) {
+                    continue;
+                }
+
+                $ratio = $categoryTotal / $invoiceTotal;
+                $recv = $paymentMap[$invoiceId] ?? ['total_received' => 0.0, 'cash_received' => 0.0, 'bank_received' => 0.0];
+
+                $perDoctorReceived[$docId]['total_received'] = (float) ($perDoctorReceived[$docId]['total_received'] ?? 0) + ($recv['total_received'] * $ratio);
+                $perDoctorReceived[$docId]['cash_received'] = (float) ($perDoctorReceived[$docId]['cash_received'] ?? 0) + ($recv['cash_received'] * $ratio);
+                $perDoctorReceived[$docId]['bank_received'] = (float) ($perDoctorReceived[$docId]['bank_received'] ?? 0) + ($recv['bank_received'] * $ratio);
+            }
+
+            foreach ($doctorBreakdown as &$row) {
+                $docId = (int) ($row['doc_id'] ?? 0);
+                $recv = $perDoctorReceived[$docId] ?? ['total_received' => 0.0, 'cash_received' => 0.0, 'bank_received' => 0.0];
+
+                $row['total_received'] = round((float) ($recv['total_received'] ?? 0), 2);
+                $row['cash_received'] = round((float) ($recv['cash_received'] ?? 0), 2);
+                $row['bank_received'] = round((float) ($recv['bank_received'] ?? 0), 2);
+                $row['credit_amount'] = max(0, round((float) $row['gross_amount'] - (float) $row['total_received'], 2));
+
+                $summary['cash_received'] += (float) $row['cash_received'];
+                $summary['bank_received'] += (float) $row['bank_received'];
+            }
+            unset($row);
+        }
+
+        $summary['total_received'] = round((float) ($summary['cash_received'] + $summary['bank_received']), 2);
+        $summary['credit_amount'] = max(0, round((float) $summary['gross_amount'] - (float) $summary['total_received'], 2));
+
+        if ($db->tableExists('finance_doctor_payouts')) {
+            $payoutBuilder = $db->table('finance_doctor_payouts p')
+                ->select('COUNT(*) AS payout_count, SUM(COALESCE(p.approved_amount, p.calculated_amount, 0)) AS payout_amount', false)
+                ->where('p.payout_type', $this->payoutTypeFromSource($source))
+                ->where('p.payout_date >=', $fromDate)
+                ->where('p.payout_date <=', $toDate);
+
+            if ($doctorId > 0) {
+                $agreementIds = $this->findDoctorAgreementIdsFromMaster($doctorId);
+                if (! empty($agreementIds)) {
+                    $payoutBuilder->whereIn('p.doctor_id', $agreementIds);
+                } else {
+                    $payoutBuilder->where('1 = 0', null, false);
+                }
+            }
+
+            $payoutRow = $payoutBuilder->get()->getRowArray();
+            $summary['payout_count'] = (int) ($payoutRow['payout_count'] ?? 0);
+            $summary['payout_amount'] = (float) ($payoutRow['payout_amount'] ?? 0);
+        }
+
+        foreach ($doctorBreakdown as &$row) {
+            $row['payout_amount'] = $summary['doctor_count'] === 1 ? $summary['payout_amount'] : 0.0;
+        }
+        unset($row);
+
+        return [
+            'summary' => $summary,
+            'doctor_breakdown' => $doctorBreakdown,
+            'from_date' => $fromDate,
+            'to_date' => $toDate,
+            'doctor_name' => $doctorName,
+            'state_unit' => $stateUnit,
+            'state_unit_label' => $stateColumn !== null ? ucwords(str_replace('_', ' ', $stateColumn)) : 'State/Unit',
+        ];
+    }
+
+    private function createChargeInvoicePayoutDraft(
+        string $source,
+        int $doctorId,
+        string $fromDate,
+        string $toDate,
+        string $stateUnit,
+        float $baseAmount,
+        float $doctorShare,
+        float $hospitalShare,
+        float $deductions,
+        float $adjustments
+    ) {
+        if ($doctorId <= 0) {
+            return $this->response->setStatusCode(422)->setJSON(['status' => 0, 'message' => 'Please select a doctor before creating payout draft.']);
+        }
+
+        if ($fromDate === '') {
+            $fromDate = date('Y-m-01');
+        }
+        if ($toDate === '') {
+            $toDate = date('Y-m-d');
+        }
+        if ($fromDate > $toDate) {
+            [$fromDate, $toDate] = [$toDate, $fromDate];
+        }
+
+        $source = $this->normalizePayoutSource($source);
+        $summaryData = $this->buildChargeInvoicePayoutSummaryData($source, $fromDate, $toDate, $doctorId, $stateUnit);
+        $summary = (array) ($summaryData['summary'] ?? []);
+        $eligible = $this->fetchEligibleChargeItemsForPayout($source, $fromDate, $toDate, $doctorId, $stateUnit);
+        $eligibleItemIds = $eligible['item_ids'] ?? [];
+        $eligibleInvoiceIds = $eligible['invoice_ids'] ?? [];
+        $eligibleUnits = count($eligibleInvoiceIds);
+
+        if ($eligibleUnits <= 0) {
+            return $this->response->setStatusCode(422)->setJSON([
+                'status' => 0,
+                'message' => 'No eligible ' . strtolower($this->payoutSourceLabel($source)) . ' found for selected filters.',
+            ]);
+        }
+
+        if ($baseAmount <= 0) {
+            $baseAmount = (float) ($summary['total_received'] ?? 0);
+            if ($baseAmount <= 0) {
+                $baseAmount = (float) ($summary['gross_amount'] ?? 0);
+            }
+        }
+
+        $doctorGross = round(($baseAmount * $doctorShare) / 100, 2);
+        $hospitalGross = round(($baseAmount * $hospitalShare) / 100, 2);
+        $netPayable = round($doctorGross - $deductions + $adjustments, 2);
+        if ($netPayable < 0) {
+            $netPayable = 0.0;
+        }
+
+        $agreementId = $this->resolveOrCreateDoctorAgreementIdFromMaster($doctorId);
+        if ($agreementId <= 0) {
+            return $this->response->setStatusCode(422)->setJSON(['status' => 0, 'message' => 'Unable to map selected doctor to payout agreement.']);
+        }
+
+        $rate = round($netPayable / max(1, $eligibleUnits), 2);
+        $token = match ($source) {
+            'pathology' => 'PATH',
+            'radiology' => 'RAD',
+            'other_items' => 'OTH',
+            default => 'CHG',
+        };
+        $caseReference = 'CHG-' . $token . '-' . str_replace('-', '', $fromDate) . '-' . str_replace('-', '', $toDate) . '-D' . $doctorId;
+        if ($stateUnit !== '') {
+            $caseReference .= '-U' . $this->normalizeStateUnitToken($stateUnit);
+        }
+
+        $remarks = $this->payoutSourceLabel($source) . ' payout draft | Invoices=' . $eligibleUnits
+            . ', Items=' . count($eligibleItemIds)
+            . ', Base=' . number_format($baseAmount, 2, '.', '')
+            . ', Doc%=' . number_format($doctorShare, 2, '.', '')
+            . ', Hosp%=' . number_format($hospitalShare, 2, '.', '')
+            . ', Deductions=' . number_format($deductions, 2, '.', '')
+            . ', Adjustments=' . number_format($adjustments, 2, '.', '')
+            . ', DoctorGross=' . number_format($doctorGross, 2, '.', '')
+            . ', HospitalShare=' . number_format($hospitalGross, 2, '.', '')
+            . ', Net=' . number_format($netPayable, 2, '.', '');
+
+        $this->db->transStart();
+
+        $this->doctorPayoutModel->insert([
+            'payout_date' => $toDate,
+            'doctor_id' => $agreementId,
+            'case_reference' => $caseReference,
+            'payout_type' => $this->payoutTypeFromSource($source),
+            'units' => $eligibleUnits,
+            'rate' => $rate,
+            'calculated_amount' => $netPayable,
+            'approved_amount' => $netPayable,
+            'status' => 'draft',
+            'remarks' => $remarks,
+            'hr_submitted_by' => $this->currentUserName(),
+        ]);
+
+        $insertId = (int) ($this->doctorPayoutModel->getInsertID() ?? 0);
+
+        if ($insertId > 0 && ! empty($eligibleItemIds) && $this->tableHasField('invoice_item', 'payout_draft_id')) {
+            $itemUpdate = [
+                'payout_draft_id' => $insertId,
+            ];
+            if ($this->tableHasField('invoice_item', 'payout_calculated_at')) {
+                $itemUpdate['payout_calculated_at'] = date('Y-m-d H:i:s');
+            }
+            if ($this->tableHasField('invoice_item', 'payout_calculated_by')) {
+                $itemUpdate['payout_calculated_by'] = $this->currentUserName();
+            }
+            if ($this->tableHasField('invoice_item', 'updated_at')) {
+                $itemUpdate['updated_at'] = date('Y-m-d H:i:s');
+            }
+
+            $this->db->table('invoice_item')
+                ->whereIn('id', $eligibleItemIds)
+                ->update($itemUpdate);
+        }
+
+        $this->db->transComplete();
+
+        if (! $this->db->transStatus() || $insertId <= 0) {
+            return $this->response->setStatusCode(500)->setJSON(['status' => 0, 'message' => 'Failed to create payout draft.']);
+        }
+
+        return $this->response->setJSON([
+            'status' => 1,
+            'message' => 'Payout draft created successfully.',
+            'payout_id' => $insertId,
+            'case_reference' => $caseReference,
+            'net_payable' => $netPayable,
+        ]);
+    }
+
     private function fetchOpdStateUnitOptions(): array
     {
         $column = $this->resolveOpdStateUnitColumn();

app/Controllers/Medical.php

@@ -11477,6 +11477,165 @@ class Medical extends BaseController
         ]);
     }
 
+    public function credit_payout_requests_datatable()
+    {
+        if ($deny = $this->ensurePharmacyAccess()) {
+            return $deny;
+        }
+
+        $draw = (int) ($this->request->getPost('draw') ?? $this->request->getGet('draw') ?? 1);
+        $start = max(0, (int) ($this->request->getPost('start') ?? $this->request->getGet('start') ?? 0));
+        $length = (int) ($this->request->getPost('length') ?? $this->request->getGet('length') ?? 25);
+        if ($length <= 0) {
+            $length = 25;
+        }
+        if ($length > 200) {
+            $length = 200;
+        }
+
+        if (! $this->db->tableExists('finance_payout_requests')) {
+            return $this->response->setJSON([
+                'draw' => $draw,
+                'recordsTotal' => 0,
+                'recordsFiltered' => 0,
+                'data' => [],
+                'status_summary' => [
+                    'total' => 0,
+                    'submitted' => 0,
+                    'finance_review' => 0,
+                    'approved' => 0,
+                    'partially_paid' => 0,
+                    'paid' => 0,
+                    'rejected' => 0,
+                ],
+            ]);
+        }
+
+        $searchRaw = $this->request->getPost('search');
+        if ($searchRaw === null) {
+            $searchRaw = $this->request->getGet('search');
+        }
+        $searchValue = '';
+        if (is_array($searchRaw)) {
+            $searchValue = trim((string) ($searchRaw['value'] ?? ''));
+        } elseif (is_string($searchRaw)) {
+            $searchValue = trim($searchRaw);
+        }
+
+        $orderRaw = $this->request->getPost('order');
+        if ($orderRaw === null) {
+            $orderRaw = $this->request->getGet('order');
+        }
+        $order = is_array($orderRaw) ? $orderRaw : [];
+
+        $columnsRaw = $this->request->getPost('columns');
+        if ($columnsRaw === null) {
+            $columnsRaw = $this->request->getGet('columns');
+        }
+        $columns = is_array($columnsRaw) ? $columnsRaw : [];
+
+        $builder = $this->db->table('finance_payout_requests pr')
+            ->where('pr.request_type', 'medical_store_credit');
+
+        $recordsTotal = (int) $builder->countAllResults(false);
+
+        if ($searchValue !== '') {
+            $builder
+                ->groupStart()
+                ->like('pr.request_no', $searchValue)
+                ->orLike('pr.status', $searchValue)
+                ->orLike('pr.request_date', $searchValue)
+                ->orLike('pr.created_by', $searchValue)
+                ->groupEnd();
+        }
+
+        $recordsFiltered = (int) $builder->countAllResults(false);
+
+        $orderableMap = [
+            'request_no' => 'pr.request_no',
+            'request_date' => 'pr.request_date',
+            'status' => 'pr.status',
+            'requested_amount' => 'pr.requested_amount',
+            'paid_amount' => 'pr.paid_amount',
+            'pending_amount' => 'pr.pending_amount',
+            'created_by' => 'pr.created_by',
+        ];
+
+        $appliedOrder = false;
+        if (! empty($order)) {
+            foreach ($order as $ord) {
+                $colIndex = (int) ($ord['column'] ?? -1);
+                $dir = strtolower((string) ($ord['dir'] ?? 'desc')) === 'asc' ? 'ASC' : 'DESC';
+                $colData = '';
+                if ($colIndex >= 0 && isset($columns[$colIndex]) && is_array($columns[$colIndex])) {
+                    $colData = (string) ($columns[$colIndex]['data'] ?? '');
+                }
+                if ($colData !== '' && isset($orderableMap[$colData])) {
+                    $builder->orderBy($orderableMap[$colData], $dir);
+                    $appliedOrder = true;
+                }
+            }
+        }
+
+        if (! $appliedOrder) {
+            $builder->orderBy('pr.id', 'DESC');
+        }
+
+        $rows = $builder
+            ->select('pr.id, pr.request_no, pr.request_date, pr.status, pr.requested_amount, pr.paid_amount, pr.pending_amount, pr.created_by')
+            ->limit($length, $start)
+            ->get()
+            ->getResultArray();
+
+        $data = [];
+        foreach ($rows as $i => $row) {
+            $data[] = [
+                'row_no' => $start + $i + 1,
+                'id' => (int) ($row['id'] ?? 0),
+                'request_no' => (string) ($row['request_no'] ?? ''),
+                'request_date' => (string) ($row['request_date'] ?? ''),
+                'status' => (string) ($row['status'] ?? ''),
+                'requested_amount' => round((float) ($row['requested_amount'] ?? 0), 2),
+                'paid_amount' => round((float) ($row['paid_amount'] ?? 0), 2),
+                'pending_amount' => round((float) ($row['pending_amount'] ?? 0), 2),
+                'created_by' => (string) ($row['created_by'] ?? ''),
+            ];
+        }
+
+        $summaryRows = $this->db->table('finance_payout_requests')
+            ->select('LOWER(status) AS status_key, COUNT(1) AS cnt', false)
+            ->where('request_type', 'medical_store_credit')
+            ->groupBy('LOWER(status)')
+            ->get()
+            ->getResultArray();
+
+        $statusSummary = [
+            'total' => 0,
+            'submitted' => 0,
+            'finance_review' => 0,
+            'approved' => 0,
+            'partially_paid' => 0,
+            'paid' => 0,
+            'rejected' => 0,
+        ];
+        foreach ($summaryRows as $sr) {
+            $key = strtolower(trim((string) ($sr['status_key'] ?? '')));
+            $cnt = (int) ($sr['cnt'] ?? 0);
+            $statusSummary['total'] += $cnt;
+            if (array_key_exists($key, $statusSummary)) {
+                $statusSummary[$key] += $cnt;
+            }
+        }
+
+        return $this->response->setJSON([
+            'draw' => $draw,
+            'recordsTotal' => $recordsTotal,
+            'recordsFiltered' => $recordsFiltered,
+            'data' => $data,
+            'status_summary' => $statusSummary,
+        ]);
+    }
+
     public function credit_payout_request_detail($requestId = 0)
     {
         if ($deny = $this->ensurePharmacyAccess()) {

app/Database/Migrations/2026-05-01-000201_AddInvoiceItemPayoutTrackingFields.php

@@ -0,0 +1,92 @@
+<?php
+
+namespace App\Database\Migrations;
+
+use CodeIgniter\Database\Migration;
+
+class AddInvoiceItemPayoutTrackingFields extends Migration
+{
+    private function hasTable(string $table): bool
+    {
+        $row = $this->db->query('SHOW TABLES LIKE ' . $this->db->escape($table))->getRowArray();
+
+        return ! empty($row);
+    }
+
+    private function getTableFields(string $table): array
+    {
+        if (! $this->hasTable($table)) {
+            return [];
+        }
+
+        try {
+            $rows = $this->db->query('SHOW COLUMNS FROM `' . $table . '`')->getResultArray();
+            return array_values(array_filter(array_map(static function (array $row): string {
+                return (string) ($row['Field'] ?? '');
+            }, $rows), static fn(string $field): bool => $field !== ''));
+        } catch (\Throwable $e) {
+            return [];
+        }
+    }
+
+    public function up()
+    {
+        if (! $this->hasTable('invoice_item')) {
+            return;
+        }
+
+        $fields = $this->getTableFields('invoice_item');
+
+        if (! in_array('payout_draft_id', $fields, true)) {
+            $this->forge->addColumn('invoice_item', [
+                'payout_draft_id' => [
+                    'type' => 'INT',
+                    'constraint' => 11,
+                    'unsigned' => true,
+                    'null' => true,
+                    'after' => 'inv_master_id',
+                ],
+            ]);
+        }
+
+        if (! in_array('payout_calculated_at', $fields, true)) {
+            $this->forge->addColumn('invoice_item', [
+                'payout_calculated_at' => [
+                    'type' => 'DATETIME',
+                    'null' => true,
+                    'after' => 'payout_draft_id',
+                ],
+            ]);
+        }
+
+        if (! in_array('payout_calculated_by', $fields, true)) {
+            $this->forge->addColumn('invoice_item', [
+                'payout_calculated_by' => [
+                    'type' => 'VARCHAR',
+                    'constraint' => 120,
+                    'null' => true,
+                    'after' => 'payout_calculated_at',
+                ],
+            ]);
+        }
+    }
+
+    public function down()
+    {
+        if (! $this->hasTable('invoice_item')) {
+            return;
+        }
+
+        $fields = $this->getTableFields('invoice_item');
+
+        if (in_array('payout_calculated_by', $fields, true)) {
+            $this->forge->dropColumn('invoice_item', 'payout_calculated_by');
+        }
+        if (in_array('payout_calculated_at', $fields, true)) {
+            $this->forge->dropColumn('invoice_item', 'payout_calculated_at');
+        }
+        if (in_array('payout_draft_id', $fields, true)) {
+            $this->forge->dropColumn('invoice_item', 'payout_draft_id');
+        }
+    }
+}

app/Views/finance/doctor_charges_payout.php

@@ -0,0 +1,208 @@
+<section class="content finance-doctor-charges-payout">
+    <div class="mb-3">
+        <h2 class="mb-1">Doctor Charges Payout</h2>
+        <p class="text-muted mb-0">Calculate and manage doctor payout from Pathology, Radiology, and Other charge invoices.</p>
+    </div>
+
+    <div id="dc_payout_alert"></div>
+
+    <div class="card border-0 shadow-sm">
+        <div class="card-body">
+            <div class="row g-3">
+                <div class="col-md-3 col-6">
+                    <label class="form-label form-label-sm">From Date</label>
+                    <input type="date" class="form-control form-control-sm" id="dc_payout_from_date" value="<?= date('Y-m-01') ?>">
+                </div>
+                <div class="col-md-3 col-6">
+                    <label class="form-label form-label-sm">To Date</label>
+                    <input type="date" class="form-control form-control-sm" id="dc_payout_to_date" value="<?= date('Y-m-d') ?>">
+                </div>
+                <div class="col-md-3 col-6">
+                    <label class="form-label form-label-sm">Doctor</label>
+                    <select class="form-select form-select-sm" id="dc_payout_doctor_id" name="doctor_id">
+                        <option value="">Select Doctor</option>
+                        <?php foreach (($doctor_options ?? []) as $doctor): ?>
+                            <option value="<?= (int) ($doctor['id'] ?? 0) ?>"><?= esc((string) ($doctor['name'] ?? '')) ?></option>
+                        <?php endforeach; ?>
+                    </select>
+                </div>
+                <div class="col-md-3 col-6">
+                    <label class="form-label form-label-sm">State/Unit</label>
+                    <select class="form-select form-select-sm" id="dc_payout_state_unit" name="state_unit">
+                        <option value="">All State/Unit</option>
+                        <?php foreach (($state_unit_options ?? []) as $opt): ?>
+                            <option value="<?= esc((string) $opt) ?>"><?= esc((string) $opt) ?></option>
+                        <?php endforeach; ?>
+                    </select>
+                </div>
+                <div class="col-md-3 col-6">
+                    <label class="form-label form-label-sm">Charge Source</label>
+                    <select class="form-select form-select-sm" id="dc_payout_source" name="payout_source">
+                        <option value="pathology">Pathology Charges</option>
+                        <option value="radiology">Radiology Charges</option>
+                        <option value="other_items">Other Charge Items</option>
+                    </select>
+                </div>
+                <div class="col-12 d-flex justify-content-end">
+                    <button type="button" class="btn btn-primary btn-sm" onclick="refreshDcPayoutSummary()">
+                        <i class="bi bi-arrow-repeat me-1"></i>Load Summary
+                    </button>
+                </div>
+            </div>
+
+            <div class="mt-3" id="dc_payout_summary_wrap">
+                <div class="text-muted">Select filters and click Load Summary.</div>
+            </div>
+
+            <div class="mt-3" id="dc_payout_drafts_wrap">
+                <div class="text-muted">Loading payout drafts...</div>
+            </div>
+        </div>
+    </div>
+</section>
+
+<div class="modal fade" id="dcPayoutEditModal" tabindex="-1" aria-labelledby="dcPayoutEditModalLabel" aria-hidden="true">
+    <div class="modal-dialog">
+        <div class="modal-content">
+            <div class="modal-header">
+                <h5 class="modal-title" id="dcPayoutEditModalLabel">Edit Payout Draft</h5>
+                <button type="button" class="btn-close" data-bs-dismiss="modal" aria-label="Close"></button>
+            </div>
+            <div class="modal-body">
+                <input type="hidden" id="dc_edit_payout_id" value="0">
+                <div class="mb-2">
+                    <label class="form-label form-label-sm">Payout Date</label>
+                    <input type="date" class="form-control form-control-sm" id="dc_edit_payout_date">
+                </div>
+                <div class="mb-2">
+                    <label class="form-label form-label-sm">Approved Amount</label>
+                    <input type="number" class="form-control form-control-sm" id="dc_edit_approved_amount" min="0" step="0.01">
+                </div>
+                <div class="mb-0">
+                    <label class="form-label form-label-sm">Remarks</label>
+                    <textarea class="form-control form-control-sm" id="dc_edit_remarks" rows="2"></textarea>
+                </div>
+            </div>
+            <div class="modal-footer">
+                <button type="button" class="btn btn-secondary btn-sm" data-bs-dismiss="modal">Cancel</button>
+                <button type="button" class="btn btn-primary btn-sm" onclick="submitDcPayoutDraftEdit()">Save Changes</button>
+            </div>
+        </div>
+    </div>
+</div>
+
+<script>
+(function () {
+    window.showDcPayoutAlert = function (message, ok) {
+        var box = document.getElementById('dc_payout_alert');
+        if (!box) return;
+        box.innerHTML = '<div class="alert ' + (ok ? 'alert-success' : 'alert-danger') + ' alert-dismissible fade show" role="alert">'
+            + message
+            + '<button type="button" class="btn-close" data-bs-dismiss="alert"></button>'
+            + '</div>';
+    };
+
+    window.refreshDcPayoutSummary = function () {
+        var fromDate = document.getElementById('dc_payout_from_date')?.value || '';
+        var toDate = document.getElementById('dc_payout_to_date')?.value || '';
+        var doctorId = document.getElementById('dc_payout_doctor_id')?.value || '';
+        var stateUnit = document.getElementById('dc_payout_state_unit')?.value || '';
+        var payoutSource = document.getElementById('dc_payout_source')?.value || 'pathology';
+
+        load_form_div(
+            '<?= base_url('Finance/payout/doctor-charges-summary') ?>?from_date=' + encodeURIComponent(fromDate)
+                + '&to_date=' + encodeURIComponent(toDate)
+                + '&doctor_id=' + encodeURIComponent(doctorId)
+                + '&state_unit=' + encodeURIComponent(stateUnit)
+                + '&payout_source=' + encodeURIComponent(payoutSource),
+            'dc_payout_summary_wrap'
+        );
+
+        load_form_div(
+            '<?= base_url('Finance/payout/doctor-charges-drafts-table') ?>?from_date=' + encodeURIComponent(fromDate)
+                + '&to_date=' + encodeURIComponent(toDate)
+                + '&doctor_id=' + encodeURIComponent(doctorId)
+                + '&state_unit=' + encodeURIComponent(stateUnit)
+                + '&payout_source=' + encodeURIComponent(payoutSource),
+            'dc_payout_drafts_wrap'
+        );
+    };
+
+    window.editDcPayoutDraft = function (payoutId, payoutDate, approvedAmount, remarks) {
+        document.getElementById('dc_edit_payout_id').value = String(payoutId || 0);
+        document.getElementById('dc_edit_payout_date').value = String(payoutDate || '');
+        document.getElementById('dc_edit_approved_amount').value = String(approvedAmount || '0');
+        document.getElementById('dc_edit_remarks').value = String(remarks || '');
+
+        var modalEl = document.getElementById('dcPayoutEditModal');
+        if (modalEl && window.bootstrap && window.bootstrap.Modal) {
+            window.bootstrap.Modal.getOrCreateInstance(modalEl).show();
+        }
+    };
+
+    window.submitDcPayoutDraftEdit = function () {
+        var payoutId = document.getElementById('dc_edit_payout_id')?.value || '0';
+        var newDate = document.getElementById('dc_edit_payout_date')?.value || '';
+        var newAmount = document.getElementById('dc_edit_approved_amount')?.value || '0';
+        var newRemarks = document.getElementById('dc_edit_remarks')?.value || '';
+
+        if (!payoutId || payoutId === '0') {
+            window.showDcPayoutAlert('Invalid payout draft selected.', false);
+            return;
+        }
+
+        var fd = new window.FormData();
+        fd.append('payout_id', String(payoutId || '0'));
+        fd.append('payout_date', String(newDate || ''));
+        fd.append('approved_amount', String(newAmount || '0'));
+        fd.append('remarks', String(newRemarks || ''));
+
+        fetch('<?= base_url('Finance/payout/doctor-charges-draft-update') ?>', {
+            method: 'POST',
+            headers: {'X-Requested-With': 'XMLHttpRequest'},
+            body: fd,
+        }).then(function (res) { return res.json().then(function (data) { return {ok: res.ok, data: data}; }); })
+        .then(function (result) {
+            var ok = result.ok && result.data && result.data.status === 1;
+            window.showDcPayoutAlert((result.data && result.data.message) ? result.data.message : (ok ? 'Updated.' : 'Failed.'), ok);
+            if (ok) {
+                var modalEl = document.getElementById('dcPayoutEditModal');
+                if (modalEl && window.bootstrap && window.bootstrap.Modal) {
+                    window.bootstrap.Modal.getOrCreateInstance(modalEl).hide();
+                }
+                window.refreshDcPayoutSummary();
+            }
+        }).catch(function () {
+            window.showDcPayoutAlert('Network or server error while updating draft.', false);
+        });
+    };
+
+    window.deleteDcPayoutDraft = function (payoutId) {
+        if (!window.confirm('Delete this payout draft? Linked charge records will be unlocked for recalculation.')) {
+            return;
+        }
+
+        var fd = new window.FormData();
+        fd.append('payout_id', String(payoutId));
+
+        fetch('<?= base_url('Finance/payout/doctor-charges-draft-delete') ?>', {
+            method: 'POST',
+            headers: {'X-Requested-With': 'XMLHttpRequest'},
+            body: fd,
+        }).then(function (res) { return res.json().then(function (data) { return {ok: res.ok, data: data}; }); })
+        .then(function (result) {
+            var ok = result.ok && result.data && result.data.status === 1;
+            window.showDcPayoutAlert((result.data && result.data.message) ? result.data.message : (ok ? 'Deleted.' : 'Failed.'), ok);
+            if (ok) {
+                window.refreshDcPayoutSummary();
+            }
+        }).catch(function () {
+            window.showDcPayoutAlert('Network or server error while deleting draft.', false);
+        });
+    };
+
+    document.getElementById('dc_payout_source')?.addEventListener('change', refreshDcPayoutSummary);
+
+    refreshDcPayoutSummary();
+})();
+</script>

app/Views/finance/medical_store_credit_account.php

@@ -14,64 +14,8 @@
     </div>
 
     <div class="row g-3">
-        <div class="col-xl-4">
-            <div class="card h-100">
-                <div class="card-header"><strong>Request Actions</strong></div>
-                <div class="card-body">
-                    <form id="ms_request_action_form" class="row g-2">
-                        <div class="col-12">
-                            <label class="form-label mb-1">Request ID</label>
-                            <input type="number" class="form-control" name="request_id" id="ms_request_id" min="1" required>
-                        </div>
-                        <div class="col-12">
-                            <label class="form-label mb-1">Remark</label>
-                            <textarea class="form-control" name="remark" id="ms_action_remark" rows="2" placeholder="Optional review/approval remark"></textarea>
-                        </div>
-                        <div class="col-12 d-flex flex-wrap gap-2">
-                            <button type="button" class="btn btn-outline-primary btn-sm" id="btn_ms_review">Mark Finance Review</button>
-                            <button type="button" class="btn btn-success btn-sm" id="btn_ms_approve">Approve</button>
-                            <button type="button" class="btn btn-danger btn-sm" id="btn_ms_reject">Reject</button>
-                        </div>
-                    </form>
-
-                    <hr>
-
-                    <form id="ms_payment_form" class="row g-2">
-                        <div class="col-12"><strong>Settlement Payment</strong></div>
-                        <div class="col-12">
-                            <label class="form-label mb-1">Request ID</label>
-                            <input type="number" class="form-control" name="request_id" id="ms_payment_request_id" min="1" required>
-                        </div>
-                        <div class="col-md-6">
-                            <label class="form-label mb-1">Amount</label>
-                            <input type="number" class="form-control" name="amount" step="0.01" min="0.01" required>
-                        </div>
-                        <div class="col-md-6">
-                            <label class="form-label mb-1">Mode</label>
-                            <select class="form-select" name="payment_mode">
-                                <option value="1">Cash</option>
-                                <option value="2">Bank</option>
-                            </select>
-                        </div>
-                        <div class="col-md-6">
-                            <label class="form-label mb-1">Bank Source ID</label>
-                            <input type="number" class="form-control" name="insert_code" placeholder="Optional">
-                        </div>
-                        <div class="col-md-6">
-                            <label class="form-label mb-1">Bank ID</label>
-                            <input type="number" class="form-control" name="pay_bank_id" placeholder="Optional">
-                        </div>
-                        <div class="col-md-6"><input type="text" class="form-control" name="card_tran_id" placeholder="Transaction ID"></div>
-                        <div class="col-md-6"><input type="text" class="form-control" name="card_bank" placeholder="Bank/Card Name"></div>
-                        <div class="col-12"><textarea class="form-control" name="remark" rows="2" placeholder="Payment remark"></textarea></div>
-                        <div class="col-12"><button type="submit" class="btn btn-primary btn-sm">Post Payment</button></div>
-                    </form>
-                </div>
-            </div>
-        </div>
-
-        <div class="col-xl-8">
-            <div class="card h-100">
+        <div class="col-12">
+            <div class="card">
                 <div class="card-header d-flex justify-content-between align-items-center">
                     <strong>Request List</strong>
                     <div class="d-flex gap-2">
@@ -95,15 +39,119 @@
     </div>
 </section>
 
-<div class="modal fade" id="msRequestDetailModal" tabindex="-1" aria-labelledby="msRequestDetailModalLabel">
+<div class="modal fade" id="msRequestActionModal" tabindex="-1" aria-labelledby="msRequestActionModalLabel">
     <div class="modal-dialog modal-xl modal-dialog-scrollable">
         <div class="modal-content">
             <div class="modal-header">
-                <h5 class="modal-title" id="msRequestDetailModalLabel">Request Details</h5>
+                <div>
+                    <h5 class="modal-title" id="msRequestActionModalLabel">Request Action</h5>
+                    <div class="small text-muted" id="ms_request_action_modal_subtitle">Review request details and update its workflow status.</div>
+                </div>
                 <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
             </div>
-            <div class="modal-body p-0" id="ms_request_detail_modal_body">
-                <div class="p-3 text-muted">Loading...</div>
+            <div class="modal-body">
+                <div class="row g-3">
+                    <div class="col-lg-4">
+                        <form id="ms_request_action_form" class="row g-2">
+                            <div class="col-12">
+                                <label class="form-label mb-1">Request ID</label>
+                                <input type="number" class="form-control" name="request_id" id="ms_request_id" min="1" required readonly>
+                            </div>
+                            <div class="col-md-6">
+                                <label class="form-label mb-1">Request No</label>
+                                <input type="text" class="form-control" id="ms_request_no" readonly>
+                            </div>
+                            <div class="col-md-6">
+                                <label class="form-label mb-1">Status</label>
+                                <input type="text" class="form-control" id="ms_request_status" readonly>
+                            </div>
+                            <div class="col-md-6">
+                                <label class="form-label mb-1">Requested</label>
+                                <input type="text" class="form-control" id="ms_request_requested_amount" readonly>
+                            </div>
+                            <div class="col-md-6">
+                                <label class="form-label mb-1">Pending</label>
+                                <input type="text" class="form-control" id="ms_request_pending_amount" readonly>
+                            </div>
+                            <div class="col-12">
+                                <label class="form-label mb-1">Remark</label>
+                                <textarea class="form-control" name="remark" id="ms_action_remark" rows="3" placeholder="Optional review/approval remark"></textarea>
+                            </div>
+                            <div class="col-12 d-flex flex-wrap gap-2">
+                                <button type="button" class="btn btn-outline-primary btn-sm" id="btn_ms_review">Mark Finance Review</button>
+                                <button type="button" class="btn btn-success btn-sm" id="btn_ms_approve">Approve</button>
+                                <button type="button" class="btn btn-danger btn-sm" id="btn_ms_reject">Reject</button>
+                                <button type="button" class="btn btn-primary btn-sm d-none" id="btn_ms_to_settlement">Settlement Payment</button>
+                            </div>
+                        </form>
+                    </div>
+                    <div class="col-lg-8">
+                        <div id="ms_request_action_detail_wrap" class="border rounded overflow-hidden">
+                            <div class="p-3 text-muted">Loading...</div>
+                        </div>
+                    </div>
+                </div>
+            </div>
+        </div>
+    </div>
+</div>
+
+<div class="modal fade" id="msSettlementModal" tabindex="-1" aria-labelledby="msSettlementModalLabel">
+    <div class="modal-dialog modal-lg modal-dialog-scrollable">
+        <div class="modal-content">
+            <div class="modal-header">
+                <div>
+                    <h5 class="modal-title" id="msSettlementModalLabel">Settlement Payment</h5>
+                    <div class="small text-muted" id="ms_settlement_modal_subtitle">Post settlement for the approved medical store credit request.</div>
+                </div>
+                <button type="button" class="btn-close" data-bs-dismiss="modal"></button>
+            </div>
+            <div class="modal-body">
+                <form id="ms_payment_form" class="row g-2">
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Request ID</label>
+                        <input type="number" class="form-control" name="request_id" id="ms_payment_request_id" min="1" required readonly>
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Request No</label>
+                        <input type="text" class="form-control" id="ms_payment_request_no" readonly>
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Amount</label>
+                        <input type="number" class="form-control" name="amount" id="ms_payment_amount" step="0.01" min="0.01" required>
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Mode</label>
+                        <select class="form-select" name="payment_mode" id="ms_payment_mode">
+                            <option value="1">Cash</option>
+                            <option value="2">Bank</option>
+                        </select>
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Bank Source ID</label>
+                        <input type="number" class="form-control" name="insert_code" placeholder="Optional">
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Bank ID</label>
+                        <input type="number" class="form-control" name="pay_bank_id" placeholder="Optional">
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Transaction ID</label>
+                        <input type="text" class="form-control" name="card_tran_id" placeholder="Transaction ID">
+                    </div>
+                    <div class="col-md-6">
+                        <label class="form-label mb-1">Bank/Card Name</label>
+                        <input type="text" class="form-control" name="card_bank" placeholder="Bank/Card Name">
+                    </div>
+                    <div class="col-12">
+                        <label class="form-label mb-1">Payment remark</label>
+                        <textarea class="form-control" name="remark" rows="3" placeholder="Payment remark"></textarea>
+                    </div>
+                    <div class="col-12 d-flex justify-content-between align-items-center pt-2">
+                        <div class="small text-muted" id="ms_payment_pending_hint">Pending amount will be loaded from the selected request.</div>
+                        <button type="submit" class="btn btn-primary btn-sm">Post Payment</button>
+                    </div>
+                </form>
             </div>
         </div>
     </div>
@@ -112,6 +160,29 @@
 <script>
 (function () {
     var BASE = '<?= base_url() ?>';
+    var currentRequest = null;
+
+    function formatAmount(value) {
+        return Number(value || 0).toFixed(2);
+    }
+
+    function getActionModal() {
+        var modalEl = document.getElementById('msRequestActionModal');
+        if (!modalEl || !window.bootstrap || !window.bootstrap.Modal) {
+            return null;
+        }
+
+        return window.bootstrap.Modal.getOrCreateInstance(modalEl);
+    }
+
+    function getSettlementModal() {
+        var modalEl = document.getElementById('msSettlementModal');
+        if (!modalEl || !window.bootstrap || !window.bootstrap.Modal) {
+            return null;
+        }
+
+        return window.bootstrap.Modal.getOrCreateInstance(modalEl);
+    }
 
     function showAlert(msg, ok) {
         var cls = ok ? 'alert-success' : 'alert-danger';
@@ -160,6 +231,98 @@
         });
     }
 
+    function updateActionButtons(request) {
+        var status = request && request.status ? String(request.status) : '';
+        var pending = Number(request && request.pending_amount ? request.pending_amount : 0);
+        var btnReview = document.getElementById('btn_ms_review');
+        var btnApprove = document.getElementById('btn_ms_approve');
+        var btnReject = document.getElementById('btn_ms_reject');
+        var btnSettlement = document.getElementById('btn_ms_to_settlement');
+
+        if (btnReview) btnReview.disabled = status !== 'submitted';
+        if (btnApprove) btnApprove.disabled = status !== 'finance_review';
+        if (btnReject) btnReject.disabled = !(status === 'submitted' || status === 'finance_review');
+        if (btnSettlement) {
+            var canSettle = (status === 'approved' || status === 'partially_paid') && pending > 0;
+            btnSettlement.classList.toggle('d-none', !canSettle);
+            btnSettlement.disabled = !canSettle;
+        }
+    }
+
+    function fillActionModal(request) {
+        currentRequest = request || null;
+        var requestId = document.getElementById('ms_request_id');
+        var requestNo = document.getElementById('ms_request_no');
+        var requestStatus = document.getElementById('ms_request_status');
+        var requestedAmount = document.getElementById('ms_request_requested_amount');
+        var pendingAmount = document.getElementById('ms_request_pending_amount');
+        var subtitle = document.getElementById('ms_request_action_modal_subtitle');
+
+        if (requestId) requestId.value = request && request.id ? String(request.id) : '';
+        if (requestNo) requestNo.value = request && request.request_no ? String(request.request_no) : '';
+        if (requestStatus) requestStatus.value = request && request.status ? String(request.status) : '';
+        if (requestedAmount) requestedAmount.value = formatAmount(request && request.requested_amount ? request.requested_amount : 0);
+        if (pendingAmount) pendingAmount.value = formatAmount(request && request.pending_amount ? request.pending_amount : 0);
+        if (subtitle) {
+            subtitle.textContent = request
+                ? 'Request #' + String(request.id || '') + ' is currently in ' + String(request.status || 'draft') + ' status.'
+                : 'Review request details and update its workflow status.';
+        }
+
+        updateActionButtons(request || {});
+    }
+
+    function fillSettlementForm(request) {
+        var requestId = document.getElementById('ms_payment_request_id');
+        var requestNo = document.getElementById('ms_payment_request_no');
+        var amount = document.getElementById('ms_payment_amount');
+        var hint = document.getElementById('ms_payment_pending_hint');
+
+        if (requestId) requestId.value = request && request.id ? String(request.id) : '';
+        if (requestNo) requestNo.value = request && request.request_no ? String(request.request_no) : '';
+        if (amount) amount.value = formatAmount(request && request.pending_amount ? request.pending_amount : 0);
+        if (hint) hint.textContent = 'Pending amount: ' + formatAmount(request && request.pending_amount ? request.pending_amount : 0);
+    }
+
+    function loadRequestActionModal(requestId) {
+        var detailWrap = document.getElementById('ms_request_action_detail_wrap');
+        if (detailWrap) {
+            detailWrap.innerHTML = '<div class="p-3 text-muted">Loading...</div>';
+        }
+
+        fetch(BASE + 'Finance/medical_store_request_detail/' + encodeURIComponent(String(requestId)), {
+            method: 'GET',
+            headers: {'X-Requested-With': 'XMLHttpRequest'}
+        }).then(function (res) {
+            return res.json().then(function (data) { return { ok: res.ok, data: data }; });
+        }).then(function (result) {
+            if (!result.ok || !result.data || result.data.status !== 1 || !result.data.request) {
+                showAlert((result.data && result.data.message) ? result.data.message : 'Unable to load request.', false);
+                return;
+            }
+
+            fillActionModal(result.data.request);
+            fetch(BASE + 'Finance/medical_store_request_lines_table?request_id=' + encodeURIComponent(String(requestId)), {
+                method: 'GET',
+                headers: {'X-Requested-With': 'XMLHttpRequest'}
+            }).then(function (r) {
+                return r.text().then(function (html) { return { ok: r.ok, html: html }; });
+            }).then(function (htmlResult) {
+                if (!detailWrap) return;
+                detailWrap.innerHTML = htmlResult.ok ? htmlResult.html : '<div class="p-3 text-danger">Unable to load request details.</div>';
+            }).catch(function () {
+                if (detailWrap) detailWrap.innerHTML = '<div class="p-3 text-danger">Network error while loading details.</div>';
+            });
+
+            var actionModal = getActionModal();
+            if (actionModal) {
+                actionModal.show();
+            }
+        }).catch(function () {
+            showAlert('Network or server error.', false);
+        });
+    }
+
     function doStatusAction(endpoint) {
         var requestId = document.getElementById('ms_request_id') ? document.getElementById('ms_request_id').value : '';
         var remark = document.getElementById('ms_action_remark') ? document.getElementById('ms_action_remark').value : '';
@@ -179,6 +342,19 @@
             showAlert(result.data.message || 'Updated successfully.', true);
             refreshRequestsTable();
             refreshSummary();
+
+            if (requestId) {
+                loadRequestActionModal(requestId);
+            }
+
+            if (endpoint === 'Finance/medical_store_request_approve' && currentRequest) {
+                currentRequest.status = 'approved';
+                fillSettlementForm(currentRequest);
+                var actionModal = getActionModal();
+                var settlementModal = getSettlementModal();
+                if (actionModal) actionModal.hide();
+                if (settlementModal) settlementModal.show();
+            }
         });
     }
 
@@ -196,31 +372,23 @@
                 paymentForm.reset();
                 refreshRequestsTable();
                 refreshSummary();
+
+                var settlementModal = getSettlementModal();
+                if (settlementModal) settlementModal.hide();
+
+                if (currentRequest && currentRequest.id) {
+                    loadRequestActionModal(currentRequest.id);
+                }
             });
         });
     }
 
-    window.openMedicalStoreRequestDetail = function (requestId) {
-        if (!requestId) return;
-        var body = document.getElementById('ms_request_detail_modal_body');
-        if (body) body.innerHTML = '<div class="p-3 text-muted">Loading...</div>';
-
-        fetch(BASE + 'Finance/medical_store_request_lines_table?request_id=' + encodeURIComponent(String(requestId)), {
-            method: 'GET',
-            headers: {'X-Requested-With': 'XMLHttpRequest'}
-        }).then(function (r) {
-            return r.text().then(function (html) { return { ok: r.ok, html: html }; });
-        }).then(function (result) {
-            if (!body) return;
-            body.innerHTML = result.ok ? result.html : '<div class="p-3 text-danger">Unable to load request details.</div>';
-        }).catch(function () {
-            if (body) body.innerHTML = '<div class="p-3 text-danger">Network error while loading details.</div>';
-        });
-
-        var modalEl = document.getElementById('msRequestDetailModal');
-        if (modalEl && window.bootstrap && window.bootstrap.Modal) {
-            window.bootstrap.Modal.getOrCreateInstance(modalEl).show();
+    window.openMedicalStoreRequestAction = function (requestId) {
+        if (!requestId) {
+            return;
         }
+
+        loadRequestActionModal(requestId);
     };
 
     var btnRefresh = document.getElementById('btn_ms_refresh');
@@ -237,5 +405,21 @@
 
     var btnReject = document.getElementById('btn_ms_reject');
     if (btnReject) btnReject.addEventListener('click', function () { doStatusAction('Finance/medical_store_request_reject'); });
+
+    var btnSettlement = document.getElementById('btn_ms_to_settlement');
+    if (btnSettlement) {
+        btnSettlement.addEventListener('click', function () {
+            if (!currentRequest) {
+                showAlert('Select a request first.', false);
+                return;
+            }
+
+            fillSettlementForm(currentRequest);
+            var settlementModal = getSettlementModal();
+            if (settlementModal) {
+                settlementModal.show();
+            }
+        });
+    }
 })();
 </script>

app/Views/finance/partials/doctor_charges_payout_drafts_table.php

@@ -0,0 +1,78 @@
+<?php
+$rows = $rows ?? [];
+$sourceLabel = trim((string) ($source_label ?? 'Doctor Charges'));
+$sourceType = trim((string) ($source_type ?? 'pathology'));
+?>
+
+<div class="card border-0 shadow-sm">
+    <div class="card-header bg-white d-flex justify-content-between align-items-center">
+        <strong>Recent <?= esc($sourceLabel) ?> Payout Drafts</strong>
+        <span class="small text-muted">Filtered by current date/doctor/state selection</span>
+    </div>
+    <div class="card-body p-0">
+        <div class="table-responsive">
+            <table class="table table-sm table-striped align-middle mb-0">
+                <thead class="table-light">
+                    <tr>
+                        <th>#</th>
+                        <th>Payout Date</th>
+                        <th>Case Ref</th>
+                        <th>Doctor</th>
+                        <th class="text-end">Invoices</th>
+                        <th class="text-end">Rate</th>
+                        <th class="text-end">Calculated</th>
+                        <th class="text-end">Approved</th>
+                        <th>Status</th>
+                        <th>Action</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <?php if (empty($rows)): ?>
+                        <tr>
+                            <td colspan="10" class="text-center text-muted py-3">No payout drafts found for selected filters.</td>
+                        </tr>
+                    <?php else: ?>
+                        <?php $sr = 1; foreach ($rows as $row): ?>
+                            <?php $status = strtolower(trim((string) ($row['status'] ?? 'draft'))); ?>
+                            <tr>
+                                <td><?= $sr++ ?></td>
+                                <td class="text-nowrap"><?= esc((string) ($row['payout_date'] ?? '')) ?></td>
+                                <td class="font-monospace"><?= esc((string) ($row['case_reference'] ?? '')) ?></td>
+                                <td><?= esc((string) ($row['doctor_name'] ?? '')) ?></td>
+                                <td class="text-end"><?= (int) ($row['units'] ?? 0) ?></td>
+                                <td class="text-end">Rs <?= number_format((float) ($row['rate'] ?? 0), 2) ?></td>
+                                <td class="text-end">Rs <?= number_format((float) ($row['calculated_amount'] ?? 0), 2) ?></td>
+                                <td class="text-end">Rs <?= number_format((float) ($row['approved_amount'] ?? 0), 2) ?></td>
+                                <td>
+                                    <?php if ($status === 'paid'): ?>
+                                        <span class="badge bg-success">Paid</span>
+                                    <?php elseif ($status === 'ceo_approved'): ?>
+                                        <span class="badge bg-primary">CEO Approved</span>
+                                    <?php elseif ($status === 'finance_approved'): ?>
+                                        <span class="badge bg-info text-dark">Finance Approved</span>
+                                    <?php else: ?>
+                                        <span class="badge bg-secondary">Draft</span>
+                                    <?php endif; ?>
+                                </td>
+                                <td>
+                                    <?php if ($status === 'draft'): ?>
+                                        <button type="button" class="btn btn-outline-primary btn-sm"
+                                            onclick="editDcPayoutDraft(<?= (int) ($row['id'] ?? 0) ?>, '<?= esc((string) ($row['payout_date'] ?? ''), 'js') ?>', '<?= esc((string) ($row['approved_amount'] ?? '0'), 'js') ?>', '<?= esc((string) ($row['remarks'] ?? ''), 'js') ?>')">
+                                            <i class="bi bi-pencil-square me-1"></i>Edit
+                                        </button>
+                                        <button type="button" class="btn btn-outline-danger btn-sm mt-1"
+                                            onclick="deleteDcPayoutDraft(<?= (int) ($row['id'] ?? 0) ?>)">
+                                            <i class="bi bi-trash me-1"></i>Delete
+                                        </button>
+                                    <?php else: ?>
+                                        <span class="text-muted small">Locked</span>
+                                    <?php endif; ?>
+                                </td>
+                            </tr>
+                        <?php endforeach; ?>
+                    <?php endif; ?>
+                </tbody>
+            </table>
+        </div>
+    </div>
+</div>

app/Views/finance/partials/doctor_charges_payout_summary.php

@@ -0,0 +1,244 @@
+<?php
+$summary = $summary ?? [];
+$doctorBreakdown = $doctor_breakdown ?? [];
+$fromDate = (string) ($from_date ?? '');
+$toDate = (string) ($to_date ?? '');
+$doctorName = trim((string) ($doctor_name ?? 'All Doctors'));
+$stateUnit = trim((string) ($state_unit ?? ''));
+$stateUnitLabel = trim((string) ($state_unit_label ?? 'State/Unit'));
+$sourceType = trim((string) ($source_type ?? 'pathology'));
+$sourceLabel = trim((string) ($source_label ?? 'Pathology Charges'));
+$scopeLabel = trim((string) ($scope_label ?? 'Eligible Invoices'));
+$unitLabel = trim((string) ($unit_label ?? 'Invoices'));
+
+$formatDate = static function (string $value): string {
+    $value = trim($value);
+    if ($value === '') {
+        return '';
+    }
+
+    $timestamp = strtotime($value);
+    return $timestamp === false ? $value : date('d-m-Y', $timestamp);
+};
+
+$money = static function ($value): string {
+    return 'Rs ' . number_format((float) $value, 2);
+};
+?>
+
+<div class="card border-0 bg-light mb-3">
+    <div class="card-body py-2 px-3 d-flex justify-content-between align-items-center flex-wrap gap-2">
+        <div>
+            <strong>Charge Source:</strong> <?= esc($sourceLabel) ?>
+        </div>
+        <div>
+            <strong>Summary Range:</strong> <?= esc($formatDate($fromDate)) ?> to <?= esc($formatDate($toDate)) ?>
+        </div>
+        <div>
+            <strong>Doctor:</strong> <?= esc($doctorName !== '' ? $doctorName : 'All Doctors') ?>
+        </div>
+        <div>
+            <strong><?= esc($stateUnitLabel) ?>:</strong> <?= esc($stateUnit !== '' ? $stateUnit : 'All State/Unit') ?>
+        </div>
+    </div>
+</div>
+
+<div class="row g-2 mb-3">
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-primary"><div class="card-body py-2"><div class="small text-muted"><?= esc($scopeLabel) ?></div><div class="h5 mb-0 text-primary"><?= (int) ($summary['completed_opd'] ?? 0) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Already Calculated</div><div class="h5 mb-0"><?= (int) ($summary['calculated_opd'] ?? 0) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-info"><div class="card-body py-2"><div class="small text-muted">Doctors Involved</div><div class="h5 mb-0 text-info"><?= (int) ($summary['doctor_count'] ?? 0) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Payout Records / Amount</div><div class="h6 mb-0"><?= (int) ($summary['payout_count'] ?? 0) ?> / <?= esc($money($summary['payout_amount'] ?? 0)) ?></div></div></div></div>
+</div>
+
+<div class="row g-2 mb-3">
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted">Gross Charges Amount</div><div class="h5 mb-0 text-success"><?= esc($money($summary['gross_amount'] ?? 0)) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted">Total Received</div><div class="h5 mb-0 text-success"><?= esc($money($summary['total_received'] ?? 0)) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-warning"><div class="card-body py-2"><div class="small text-muted">Cash Received</div><div class="h5 mb-0 text-warning"><?= esc($money($summary['cash_received'] ?? 0)) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-primary"><div class="card-body py-2"><div class="small text-muted">Bank Received</div><div class="h5 mb-0 text-primary"><?= esc($money($summary['bank_received'] ?? 0)) ?></div></div></div></div>
+</div>
+
+<div class="card border-0 shadow-sm">
+    <div class="card-header bg-white d-flex justify-content-between align-items-center flex-wrap gap-2">
+        <strong>Doctor-wise <?= esc($sourceLabel) ?> Collection Summary</strong>
+        <span class="small text-muted">Collection is allocated by invoice share for selected charge category.</span>
+    </div>
+    <div class="card-body p-0">
+        <div class="table-responsive">
+            <table class="table table-sm table-striped align-middle mb-0">
+                <thead class="table-light">
+                    <tr>
+                        <th>#</th>
+                        <th>Doctor</th>
+                        <th class="text-end"><?= esc($unitLabel) ?></th>
+                        <th class="text-end">Gross Amount</th>
+                        <th class="text-end">Cash</th>
+                        <th class="text-end">Bank</th>
+                        <th class="text-end">Credit</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    <?php if (empty($doctorBreakdown)): ?>
+                        <tr>
+                            <td colspan="7" class="text-center text-muted py-3">No summary records found for the selected filters.</td>
+                        </tr>
+                    <?php else: ?>
+                        <?php $sr = 1; foreach ($doctorBreakdown as $row): ?>
+                            <tr>
+                                <td><?= $sr++ ?></td>
+                                <td><?= esc((string) ($row['doctor_name'] ?? '')) ?></td>
+                                <td class="text-end"><?= (int) ($row['completed_opd'] ?? 0) ?></td>
+                                <td class="text-end"><?= esc($money($row['gross_amount'] ?? 0)) ?></td>
+                                <td class="text-end"><?= esc($money($row['cash_received'] ?? 0)) ?></td>
+                                <td class="text-end"><?= esc($money($row['bank_received'] ?? 0)) ?></td>
+                                <td class="text-end"><?= esc($money($row['credit_amount'] ?? 0)) ?></td>
+                            </tr>
+                        <?php endforeach; ?>
+                    <?php endif; ?>
+                </tbody>
+            </table>
+        </div>
+    </div>
+</div>
+
+<?php $baseForPayout = (float) (($summary['total_received'] ?? 0) > 0 ? ($summary['total_received'] ?? 0) : ($summary['gross_amount'] ?? 0)); ?>
+<div class="card border-0 shadow-sm mt-3">
+    <div class="card-header bg-white">
+        <strong>Payout Calculation (Preview: <?= esc($sourceLabel) ?>)</strong>
+    </div>
+    <div class="card-body">
+        <div class="row g-2 align-items-end mb-2">
+            <div class="col-lg-3 col-md-6">
+                <label class="form-label form-label-sm">Base Amount</label>
+                <input type="number" class="form-control form-control-sm" id="dc_payout_base_amount" value="<?= number_format($baseForPayout, 2, '.', '') ?>" step="0.01" min="0">
+            </div>
+            <div class="col-lg-2 col-md-6">
+                <label class="form-label form-label-sm">Doctor Share %</label>
+                <input type="number" class="form-control form-control-sm" id="dc_payout_doctor_share" value="75" step="0.01" min="0" max="100">
+            </div>
+            <div class="col-lg-2 col-md-6">
+                <label class="form-label form-label-sm">Hospital Share %</label>
+                <input type="number" class="form-control form-control-sm" id="dc_payout_hospital_share" value="25" step="0.01" min="0" max="100">
+            </div>
+            <div class="col-lg-2 col-md-6">
+                <label class="form-label form-label-sm">Deductions</label>
+                <input type="number" class="form-control form-control-sm" id="dc_payout_deductions" value="0" step="0.01" min="0">
+            </div>
+            <div class="col-lg-3 col-md-6">
+                <label class="form-label form-label-sm">Adjustments (+/-)</label>
+                <input type="number" class="form-control form-control-sm" id="dc_payout_adjustments" value="0" step="0.01">
+            </div>
+            <div class="col-12 d-flex justify-content-end">
+                <button type="button" class="btn btn-success btn-sm" id="dc_payout_create_draft_btn">
+                    <i class="bi bi-file-earmark-plus me-1"></i>Create Payout Draft
+                </button>
+            </div>
+        </div>
+
+        <div class="row g-2">
+            <div class="col-md-4 col-12"><div class="card border-info"><div class="card-body py-2"><div class="small text-muted">Doctor Gross Share</div><div class="h6 mb-0 text-info" id="dc_payout_doctor_gross">Rs 0.00</div></div></div></div>
+            <div class="col-md-4 col-12"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Hospital Share</div><div class="h6 mb-0" id="dc_payout_hospital_gross">Rs 0.00</div></div></div></div>
+            <div class="col-md-4 col-12"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted">Net Payable To Doctor</div><div class="h6 mb-0 text-success" id="dc_payout_net_payable">Rs 0.00</div></div></div></div>
+        </div>
+    </div>
+</div>
+
+<script>
+(function () {
+    function toNumber(id) {
+        var el = document.getElementById(id);
+        if (!el) return 0;
+        var value = parseFloat(el.value || '0');
+        return isNaN(value) ? 0 : value;
+    }
+
+    function formatMoney(value) {
+        var num = isNaN(value) ? 0 : value;
+        return 'Rs ' + num.toLocaleString('en-IN', {minimumFractionDigits: 2, maximumFractionDigits: 2});
+    }
+
+    function recalc() {
+        var baseAmount = toNumber('dc_payout_base_amount');
+        var doctorShare = toNumber('dc_payout_doctor_share');
+        var hospitalShare = toNumber('dc_payout_hospital_share');
+        var deductions = toNumber('dc_payout_deductions');
+        var adjustments = toNumber('dc_payout_adjustments');
+
+        var doctorGross = (baseAmount * doctorShare) / 100;
+        var hospitalGross = (baseAmount * hospitalShare) / 100;
+        var netPayable = doctorGross - deductions + adjustments;
+
+        var doctorEl = document.getElementById('dc_payout_doctor_gross');
+        var hospitalEl = document.getElementById('dc_payout_hospital_gross');
+        var netEl = document.getElementById('dc_payout_net_payable');
+
+        if (doctorEl) doctorEl.textContent = formatMoney(doctorGross);
+        if (hospitalEl) hospitalEl.textContent = formatMoney(hospitalGross);
+        if (netEl) netEl.textContent = formatMoney(netPayable);
+    }
+
+    ['dc_payout_base_amount', 'dc_payout_doctor_share', 'dc_payout_hospital_share', 'dc_payout_deductions', 'dc_payout_adjustments']
+        .forEach(function (id) {
+            var el = document.getElementById(id);
+            if (el) {
+                el.addEventListener('input', recalc);
+            }
+        });
+
+    var draftBtn = document.getElementById('dc_payout_create_draft_btn');
+    if (draftBtn) {
+        draftBtn.addEventListener('click', function () {
+            var fromDate = document.getElementById('dc_payout_from_date')?.value || '';
+            var toDate = document.getElementById('dc_payout_to_date')?.value || '';
+            var doctorId = document.getElementById('dc_payout_doctor_id')?.value || '';
+            var stateUnit = document.getElementById('dc_payout_state_unit')?.value || '';
+            var payoutSource = document.getElementById('dc_payout_source')?.value || 'pathology';
+
+            if (!doctorId) {
+                if (typeof window.showDcPayoutAlert === 'function') {
+                    window.showDcPayoutAlert('Please select a doctor before creating payout draft.', false);
+                }
+                return;
+            }
+
+            var fd = new window.FormData();
+            fd.append('from_date', fromDate);
+            fd.append('to_date', toDate);
+            fd.append('doctor_id', doctorId);
+            fd.append('state_unit', stateUnit);
+            fd.append('payout_source', payoutSource);
+            fd.append('base_amount', String(toNumber('dc_payout_base_amount')));
+            fd.append('doctor_share', String(toNumber('dc_payout_doctor_share')));
+            fd.append('hospital_share', String(toNumber('dc_payout_hospital_share')));
+            fd.append('deductions', String(toNumber('dc_payout_deductions')));
+            fd.append('adjustments', String(toNumber('dc_payout_adjustments')));
+
+            fetch('<?= base_url('Finance/payout/doctor-charges-draft-create') ?>', {
+                method: 'POST',
+                headers: {'X-Requested-With': 'XMLHttpRequest'},
+                body: fd,
+            })
+            .then(function (res) { return res.json().then(function (data) { return {ok: res.ok, data: data}; }); })
+            .then(function (result) {
+                var ok = result.ok && result.data && result.data.status === 1;
+                var msg = (result.data && result.data.message) ? result.data.message : (ok ? 'Payout draft created.' : 'Unable to create payout draft.');
+                if (ok && result.data.case_reference) {
+                    msg += ' Ref: ' + result.data.case_reference;
+                }
+                if (typeof window.showDcPayoutAlert === 'function') {
+                    window.showDcPayoutAlert(msg, ok);
+                }
+                if (ok && typeof window.refreshDcPayoutSummary === 'function') {
+                    window.refreshDcPayoutSummary();
+                }
+            })
+            .catch(function () {
+                if (typeof window.showDcPayoutAlert === 'function') {
+                    window.showDcPayoutAlert('Network or server error while creating payout draft.', false);
+                }
+            });
+        });
+    }
+
+    recalc();
+})();
+</script>

app/Views/finance/partials/medical_store_requests_table.php

@@ -18,17 +18,34 @@
                 <tr><td colspan="9" class="text-center text-muted py-3">No requests found.</td></tr>
             <?php else: ?>
                 <?php foreach (($rows ?? []) as $i => $row): ?>
+                    <?php
+                        $status = (string) ($row['status'] ?? '');
+                        $badgeClass = 'bg-secondary';
+                        if ($status === 'submitted') {
+                            $badgeClass = 'bg-primary';
+                        } elseif ($status === 'finance_review') {
+                            $badgeClass = 'bg-warning text-dark';
+                        } elseif ($status === 'approved') {
+                            $badgeClass = 'bg-success';
+                        } elseif ($status === 'partially_paid') {
+                            $badgeClass = 'bg-info text-dark';
+                        } elseif ($status === 'paid') {
+                            $badgeClass = 'bg-dark';
+                        } elseif ($status === 'rejected') {
+                            $badgeClass = 'bg-danger';
+                        }
+                    ?>
                     <tr>
                         <td><?= (int) $i + 1 ?></td>
                         <td><strong><?= esc((string) ($row['request_no'] ?? '')) ?></strong><br><small class="text-muted">ID: <?= (int) ($row['id'] ?? 0) ?></small></td>
                         <td><?= esc((string) ($row['request_date'] ?? '')) ?></td>
-                        <td><span class="badge bg-secondary"><?= esc((string) ($row['status'] ?? '')) ?></span></td>
+                        <td><span class="badge <?= esc($badgeClass) ?>"><?= esc($status) ?></span></td>
                         <td class="text-end"><?= esc(number_format((float) ($row['requested_amount'] ?? 0), 2)) ?></td>
                         <td class="text-end"><?= esc(number_format((float) ($row['paid_amount'] ?? 0), 2)) ?></td>
                         <td class="text-end"><?= esc(number_format((float) ($row['pending_amount'] ?? 0), 2)) ?></td>
                         <td><?= esc((string) ($row['created_by'] ?? '')) ?></td>
                         <td class="text-center">
-                            <button type="button" class="btn btn-outline-primary btn-sm" onclick="openMedicalStoreRequestDetail(<?= (int) ($row['id'] ?? 0) ?>)">View</button>
+                            <button type="button" class="btn btn-outline-primary btn-sm" onclick="openMedicalStoreRequestAction(<?= (int) ($row['id'] ?? 0) ?>)">Next</button>
                         </td>
                     </tr>
                 <?php endforeach; ?>

app/Views/finance/partials/payout_opd_consult_drafts_table.php

@@ -1,10 +1,13 @@
 <?php
 $rows = $rows ?? [];
+$sourceLabel = trim((string) ($source_label ?? 'OPD Consultation'));
+$sourceType = trim((string) ($source_type ?? 'consultation'));
+$isConsultation = $sourceType === 'consultation';
 ?>
 
 <div class="card border-0 shadow-sm">
     <div class="card-header bg-white d-flex justify-content-between align-items-center">
-        <strong>Recent OPD Payout Drafts</strong>
+        <strong>Recent <?= esc($sourceLabel) ?> Payout Drafts</strong>
         <span class="small text-muted">Filtered by current date/doctor/state selection</span>
     </div>
     <div class="card-body p-0">
@@ -16,7 +19,7 @@ $rows = $rows ?? [];
                         <th>Payout Date</th>
                         <th>Case Ref</th>
                         <th>Doctor</th>
-                        <th class="text-end">Units</th>
+                        <th class="text-end"><?= $isConsultation ? 'OPDs' : 'Invoices' ?></th>
                         <th class="text-end">Rate</th>
                         <th class="text-end">Calculated</th>
                         <th class="text-end">Approved</th>

app/Views/finance/partials/payout_opd_consult_summary.php

@@ -6,6 +6,11 @@ $toDate = (string) ($to_date ?? '');
 $doctorName = trim((string) ($doctor_name ?? 'All Doctors'));
 $stateUnit = trim((string) ($state_unit ?? ''));
 $stateUnitLabel = trim((string) ($state_unit_label ?? 'State/Unit'));
+$sourceType = trim((string) ($source_type ?? 'consultation'));
+$sourceLabel = trim((string) ($source_label ?? 'OPD Consultation'));
+$scopeLabel = trim((string) ($scope_label ?? 'Completed OPDs'));
+$unitLabel = trim((string) ($unit_label ?? 'OPDs'));
+$isConsultation = $sourceType === 'consultation';
 
 $formatDate = static function (string $value): string {
     $value = trim($value);
@@ -24,6 +29,9 @@ $money = static function ($value): string {
 
 <div class="card border-0 bg-light mb-3">
     <div class="card-body py-2 px-3 d-flex justify-content-between align-items-center flex-wrap gap-2">
+        <div>
+            <strong>Source:</strong> <?= esc($sourceLabel) ?>
+        </div>
         <div>
             <strong>Summary Range:</strong> <?= esc($formatDate($fromDate)) ?> to <?= esc($formatDate($toDate)) ?>
         </div>
@@ -37,18 +45,25 @@ $money = static function ($value): string {
 </div>
 
 <div class="row g-2 mb-3">
-    <div class="col-xl-3 col-md-4 col-6"><div class="card border-primary"><div class="card-body py-2"><div class="small text-muted">Completed OPDs</div><div class="h5 mb-0 text-primary"><?= (int) ($summary['completed_opd'] ?? 0) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-primary"><div class="card-body py-2"><div class="small text-muted"><?= esc($scopeLabel) ?></div><div class="h5 mb-0 text-primary"><?= (int) ($summary['completed_opd'] ?? 0) ?></div></div></div></div>
+    <?php if ($isConsultation): ?>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Routine OPDs</div><div class="h5 mb-0"><?= (int) ($summary['routine_opd'] ?? 0) ?></div></div></div></div>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-danger"><div class="card-body py-2"><div class="small text-muted">Emergency OPDs</div><div class="h5 mb-0 text-danger"><?= (int) ($summary['emergency_opd'] ?? 0) ?></div></div></div></div>
+    <?php else: ?>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Calculated Invoices</div><div class="h5 mb-0"><?= (int) ($summary['calculated_opd'] ?? 0) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-danger"><div class="card-body py-2"><div class="small text-muted">Locked Credit</div><div class="h5 mb-0 text-danger"><?= esc($money($summary['credit_amount'] ?? 0)) ?></div></div></div></div>
+    <?php endif; ?>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-info"><div class="card-body py-2"><div class="small text-muted">Doctors Involved</div><div class="h5 mb-0 text-info"><?= (int) ($summary['doctor_count'] ?? 0) ?></div></div></div></div>
 </div>
 
+<?php if ($isConsultation): ?>
 <div class="row g-2 mb-3">
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-dark"><div class="card-body py-2"><div class="small text-muted">Already Calculated OPDs</div><div class="h5 mb-0\"><?= (int) ($summary['calculated_opd'] ?? 0) ?></div></div></div></div>
 </div>
+<?php endif; ?>
 
 <div class="row g-2 mb-3">
-    <div class="col-xl-3 col-md-4 col-6"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted">Gross OPD Revenue</div><div class="h5 mb-0 text-success"><?= esc($money($summary['gross_amount'] ?? 0)) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted"><?= $isConsultation ? 'Gross OPD Revenue' : 'Gross Charges Amount' ?></div><div class="h5 mb-0 text-success"><?= esc($money($summary['gross_amount'] ?? 0)) ?></div></div></div></div>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted">Total Received</div><div class="h5 mb-0 text-success"><?= esc($money($summary['total_received'] ?? 0)) ?></div></div></div></div>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-warning"><div class="card-body py-2"><div class="small text-muted">Cash Received</div><div class="h5 mb-0 text-warning"><?= esc($money($summary['cash_received'] ?? 0)) ?></div></div></div></div>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-primary"><div class="card-body py-2"><div class="small text-muted">Bank Received</div><div class="h5 mb-0 text-primary"><?= esc($money($summary['bank_received'] ?? 0)) ?></div></div></div></div>
@@ -57,14 +72,14 @@ $money = static function ($value): string {
 <div class="row g-2 mb-3">
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-dark"><div class="card-body py-2"><div class="small text-muted">Total Credit Amount</div><div class="h5 mb-0"><?= esc($money($summary['credit_amount'] ?? 0)) ?></div></div></div></div>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-dark"><div class="card-body py-2"><div class="small text-muted">Organizational Credit</div><div class="h5 mb-0"><?= esc($money($summary['org_credit_amount'] ?? 0)) ?></div></div></div></div>
-    <div class="col-xl-3 col-md-4 col-6"><div class="card border-info"><div class="card-body py-2"><div class="small text-muted">Approved Consents</div><div class="h5 mb-0 text-info"><?= (int) ($summary['approved_consents'] ?? 0) ?></div></div></div></div>
+    <div class="col-xl-3 col-md-4 col-6"><div class="card border-info"><div class="card-body py-2"><div class="small text-muted"><?= $isConsultation ? 'Approved Consents' : 'Charge Group' ?></div><div class="h5 mb-0 text-info"><?= $isConsultation ? (int) ($summary['approved_consents'] ?? 0) : esc($sourceLabel) ?></div></div></div></div>
     <div class="col-xl-3 col-md-4 col-6"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Payout Records / Amount</div><div class="h6 mb-0"><?= (int) ($summary['payout_count'] ?? 0) ?> / <?= esc($money($summary['payout_amount'] ?? 0)) ?></div></div></div></div>
 </div>
 
 <div class="card border-0 shadow-sm">
     <div class="card-header bg-white d-flex justify-content-between align-items-center flex-wrap gap-2">
-        <strong>Doctor-wise OPD and Collection Summary</strong>
-        <span class="small text-muted">Running and New are shown for internal review; routine figure is non-emergency total.</span>
+        <strong>Doctor-wise <?= esc($sourceLabel) ?> and Collection Summary</strong>
+        <span class="small text-muted"><?= $isConsultation ? 'Running and New are shown for internal review; routine figure is non-emergency total.' : 'Collection is allocated by invoice share for selected charge category.' ?></span>
     </div>
     <div class="card-body p-0">
         <div class="table-responsive">
@@ -73,11 +88,13 @@ $money = static function ($value): string {
                     <tr>
                         <th>#</th>
                         <th>Doctor</th>
-                        <th class="text-end">Completed</th>
+                        <th class="text-end"><?= esc($unitLabel) ?></th>
+                        <?php if ($isConsultation): ?>
                         <th class="text-end">Routine</th>
                         <th class="text-end">Emergency</th>
                         <th class="text-end">Running</th>
                         <th class="text-end">New</th>
+                        <?php endif; ?>
                         <th class="text-end">Gross Amount</th>
                         <th class="text-end">Cash</th>
                         <th class="text-end">Bank</th>
@@ -87,7 +104,7 @@ $money = static function ($value): string {
                 <tbody>
                     <?php if (empty($doctorBreakdown)): ?>
                         <tr>
-                            <td colspan="11" class="text-center text-muted py-3">No OPD summary records found for the selected filters.</td>
+                            <td colspan="<?= $isConsultation ? '11' : '7' ?>" class="text-center text-muted py-3">No summary records found for the selected filters.</td>
                         </tr>
                     <?php else: ?>
                         <?php $sr = 1; foreach ($doctorBreakdown as $row): ?>
@@ -95,10 +112,12 @@ $money = static function ($value): string {
                                 <td><?= $sr++ ?></td>
                                 <td><?= esc((string) ($row['doctor_name'] ?? '')) ?></td>
                                 <td class="text-end"><?= (int) ($row['completed_opd'] ?? 0) ?></td>
+                                <?php if ($isConsultation): ?>
                                 <td class="text-end"><?= (int) ($row['routine_opd'] ?? 0) ?></td>
                                 <td class="text-end"><?= (int) ($row['emergency_opd'] ?? 0) ?></td>
                                 <td class="text-end"><?= (int) ($row['running_opd'] ?? 0) ?></td>
                                 <td class="text-end"><?= (int) ($row['new_opd'] ?? 0) ?></td>
+                                <?php endif; ?>
                                 <td class="text-end"><?= esc($money($row['gross_amount'] ?? 0)) ?></td>
                                 <td class="text-end"><?= esc($money($row['cash_received'] ?? 0)) ?></td>
                                 <td class="text-end"><?= esc($money($row['bank_received'] ?? 0)) ?></td>
@@ -112,12 +131,10 @@ $money = static function ($value): string {
     </div>
 </div>
 
-<?php
-$baseForPayout = (float) ($summary['total_received'] ?? 0);
-?>
+<?php $baseForPayout = (float) (($summary['total_received'] ?? 0) > 0 ? ($summary['total_received'] ?? 0) : ($summary['gross_amount'] ?? 0)); ?>
 <div class="card border-0 shadow-sm mt-3">
     <div class="card-header bg-white">
-        <strong>Payout Calculation (Preview)</strong>
+        <strong>Payout Calculation (Preview: <?= esc($sourceLabel) ?>)</strong>
     </div>
     <div class="card-body">
         <div class="row g-2 align-items-end mb-2">
@@ -125,37 +142,26 @@ $baseForPayout = (float) ($summary['total_received'] ?? 0);
                 <label class="form-label form-label-sm">Base Amount</label>
                 <input type="number" class="form-control form-control-sm" id="opd_payout_base_amount" value="<?= number_format($baseForPayout, 2, '.', '') ?>" step="0.01" min="0">
             </div>
-            <div class="col-lg-2 col-md-6">
-                <label class="form-label form-label-sm">Doctor Share %</label>
-                <input type="number" class="form-control form-control-sm" id="opd_payout_doctor_share" value="75" step="0.01" min="0" max="100">
+            <div class="row g-1 mb-2">
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-primary border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem"><?= esc($scopeLabel) ?></div><div class="fw-bold text-primary"><?= (int) ($summary['completed_opd'] ?? 0) ?></div></div></div></div>
+                <?php if ($isConsultation): ?>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-secondary border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Routine OPDs</div><div class="fw-bold"><?= (int) ($summary['routine_opd'] ?? 0) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-danger border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Emergency OPDs</div><div class="fw-bold text-danger"><?= (int) ($summary['emergency_opd'] ?? 0) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-dark border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Already Calculated</div><div class="fw-bold"><?= (int) ($summary['calculated_opd'] ?? 0) ?></div></div></div></div>
+                <?php else: ?>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-secondary border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Already Calculated</div><div class="fw-bold"><?= (int) ($summary['calculated_opd'] ?? 0) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-danger border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Locked Credit</div><div class="fw-bold text-danger" style="font-size:.85rem"><?= esc($money($summary['credit_amount'] ?? 0)) ?></div></div></div></div>
+                <?php endif; ?>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-info border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Doctors Involved</div><div class="fw-bold text-info"><?= (int) ($summary['doctor_count'] ?? 0) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-success border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem"><?= $isConsultation ? 'Gross OPD Revenue' : 'Gross Charges' ?></div><div class="fw-bold text-success" style="font-size:.85rem"><?= esc($money($summary['gross_amount'] ?? 0)) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-success border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Total Received</div><div class="fw-bold text-success" style="font-size:.85rem"><?= esc($money($summary['total_received'] ?? 0)) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-warning border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Cash Received</div><div class="fw-bold text-warning" style="font-size:.85rem"><?= esc($money($summary['cash_received'] ?? 0)) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-primary border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Bank Received</div><div class="fw-bold text-primary" style="font-size:.85rem"><?= esc($money($summary['bank_received'] ?? 0)) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-dark border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Total Credit</div><div class="fw-bold" style="font-size:.85rem"><?= esc($money($summary['credit_amount'] ?? 0)) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-dark border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Org. Credit</div><div class="fw-bold" style="font-size:.85rem"><?= esc($money($summary['org_credit_amount'] ?? 0)) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-info border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem"><?= $isConsultation ? 'Approved Consents' : 'Charge Group' ?></div><div class="fw-bold text-info"><?= $isConsultation ? (int) ($summary['approved_consents'] ?? 0) : esc($sourceLabel) ?></div></div></div></div>
+                <div class="col-xl-2 col-md-3 col-6"><div class="card border-start border-secondary border-2 border-top-0 border-end-0 border-bottom-0 rounded-0"><div class="card-body py-1 px-2"><div class="text-muted" style="font-size:.7rem">Payout Drafts / Amt</div><div class="fw-bold" style="font-size:.8rem"><?= (int) ($summary['payout_count'] ?? 0) ?> / <?= esc($money($summary['payout_amount'] ?? 0)) ?></div></div></div></div>
             </div>
-            <div class="col-lg-2 col-md-6">
-                <label class="form-label form-label-sm">Hospital Share %</label>
-                <input type="number" class="form-control form-control-sm" id="opd_payout_hospital_share" value="25" step="0.01" min="0" max="100">
-            </div>
-            <div class="col-lg-2 col-md-6">
-                <label class="form-label form-label-sm">Deductions</label>
-                <input type="number" class="form-control form-control-sm" id="opd_payout_deductions" value="0" step="0.01" min="0">
-            </div>
-            <div class="col-lg-3 col-md-6">
-                <label class="form-label form-label-sm">Adjustments (+/-)</label>
-                <input type="number" class="form-control form-control-sm" id="opd_payout_adjustments" value="0" step="0.01">
-            </div>
-            <div class="col-12 d-flex justify-content-end">
-                <button type="button" class="btn btn-success btn-sm" id="opd_payout_create_draft_btn">
-                    <i class="bi bi-file-earmark-plus me-1"></i>Create Payout Draft
-                </button>
-            </div>
-        </div>
-
-        <div class="row g-2">
-            <div class="col-md-4 col-12"><div class="card border-info"><div class="card-body py-2"><div class="small text-muted">Doctor Gross Share</div><div class="h6 mb-0 text-info" id="opd_payout_doctor_gross">Rs 0.00</div></div></div></div>
-            <div class="col-md-4 col-12"><div class="card border-secondary"><div class="card-body py-2"><div class="small text-muted">Hospital Share</div><div class="h6 mb-0" id="opd_payout_hospital_gross">Rs 0.00</div></div></div></div>
-            <div class="col-md-4 col-12"><div class="card border-success"><div class="card-body py-2"><div class="small text-muted">Net Payable To Doctor</div><div class="h6 mb-0 text-success" id="opd_payout_net_payable">Rs 0.00</div></div></div></div>
-        </div>
-    </div>
-</div>
-
 <script>
 (function () {
     function toNumber(id) {

app/Views/finance/payout_opd_consult.php

@@ -1,7 +1,7 @@
 <section class="content finance-opd-payout">
     <div class="mb-3">
-        <h2 class="mb-1">OPD Consult Payout</h2>
-        <p class="text-muted mb-0">Start payout calculation from OPD consultation and collection data. This screen is enabled for testing and will be extended in the next phase.</p>
+        <h2 class="mb-1">OPD Consultation Payout</h2>
+        <p class="text-muted mb-0">Calculate and manage doctor payout from OPD consultation fees.</p>
     </div>
 
     <div id="opd_payout_alert"></div>
@@ -42,13 +42,6 @@
                 </div>
             </div>
 
-            <hr>
-
-            <div class="alert alert-info mb-0" role="alert">
-                <strong>Phase note:</strong> Menu and page are now available under Accounts And Finance -> Payout -> OPD Consult Payout.
-                Calculation grid, policy split engine, and payout approval workflow will be implemented next.
-            </div>
-
             <div class="mt-3" id="opd_consult_payout_summary_wrap">
                 <div class="text-muted">Loading summary...</div>
             </div>
@@ -106,7 +99,6 @@
         var toDate = document.getElementById('opd_payout_to_date')?.value || '';
         var doctorId = document.getElementById('opd_payout_doctor_id')?.value || '';
         var stateUnit = document.getElementById('opd_payout_state_unit')?.value || '';
-
         load_form_div(
             '<?= base_url('Finance/payout/opd-consult-summary') ?>?from_date=' + encodeURIComponent(fromDate)
                 + '&to_date=' + encodeURIComponent(toDate)
@@ -174,7 +166,7 @@
     };
 
     window.deleteOpdPayoutDraft = function (payoutId) {
-        if (!window.confirm('Delete this payout draft? Linked OPDs will be unlocked for recalculation.')) {
+        if (!window.confirm('Delete this payout draft? Linked source records will be unlocked for recalculation.')) {
             return;
         }
 
@@ -198,5 +190,7 @@
     };
 
     refreshOpdConsultPayoutSummary();
+
+
 })();
 </script>

app/Views/medical/credit_payout_request.php

@@ -10,6 +10,88 @@
 
 <section class="section">
     <div id="med_credit_req_alert"></div>
+    <style>
+        #med_req_status_dashboard_strip {
+            display: grid;
+            grid-template-columns: repeat(7, minmax(110px, 1fr));
+            gap: 8px;
+        }
+        #med_req_status_dashboard_strip .med-stat {
+            border: 1px solid #d9dee6;
+            border-radius: 6px;
+            padding: 8px 10px;
+            background: #fff;
+            min-height: 58px;
+        }
+        #med_req_status_dashboard_strip .med-stat-label {
+            color: #6c757d;
+            font-size: 12px;
+            line-height: 1.1;
+        }
+        #med_req_status_dashboard_strip .med-stat-value {
+            font-size: 28px;
+            font-weight: 600;
+            line-height: 1;
+            margin-top: 4px;
+        }
+        #med_request_history_table {
+            width: 100% !important;
+        }
+        @media (max-width: 1200px) {
+            #med_req_status_dashboard_strip {
+                grid-template-columns: repeat(4, minmax(110px, 1fr));
+            }
+        }
+        @media (max-width: 768px) {
+            #med_req_status_dashboard_strip {
+                grid-template-columns: repeat(2, minmax(110px, 1fr));
+            }
+        }
+    </style>
+
+    <?php
+        $historyRows = $rows ?? [];
+        $statusCounts = [
+            'submitted' => 0,
+            'finance_review' => 0,
+            'approved' => 0,
+            'partially_paid' => 0,
+            'paid' => 0,
+            'rejected' => 0,
+        ];
+        foreach ($historyRows as $historyRow) {
+            $st = strtolower(trim((string) ($historyRow['status'] ?? '')));
+            if (array_key_exists($st, $statusCounts)) {
+                $statusCounts[$st]++;
+            }
+        }
+    ?>
+
+    <div class="card mb-3" id="med_req_status_dashboard">
+        <div class="card-body p-2">
+            <div id="med_req_status_dashboard_strip">
+                <div class="med-stat"><div class="med-stat-label">Total</div><div class="med-stat-value text-dark" id="med_dash_total"><?= (int) count($historyRows) ?></div></div>
+                <div class="med-stat"><div class="med-stat-label">Submitted</div><div class="med-stat-value text-primary" id="med_dash_submitted"><?= (int) ($statusCounts['submitted'] ?? 0) ?></div></div>
+                <div class="med-stat"><div class="med-stat-label">Finance Review</div><div class="med-stat-value text-warning" id="med_dash_finance_review"><?= (int) ($statusCounts['finance_review'] ?? 0) ?></div></div>
+                <div class="med-stat"><div class="med-stat-label">Approved</div><div class="med-stat-value text-success" id="med_dash_approved"><?= (int) ($statusCounts['approved'] ?? 0) ?></div></div>
+                <div class="med-stat"><div class="med-stat-label">Partial</div><div class="med-stat-value text-info" id="med_dash_partially_paid"><?= (int) ($statusCounts['partially_paid'] ?? 0) ?></div></div>
+                <div class="med-stat"><div class="med-stat-label">Paid</div><div class="med-stat-value text-secondary" id="med_dash_paid"><?= (int) ($statusCounts['paid'] ?? 0) ?></div></div>
+                <div class="med-stat"><div class="med-stat-label">Rejected</div><div class="med-stat-value text-danger" id="med_dash_rejected"><?= (int) ($statusCounts['rejected'] ?? 0) ?></div></div>
+            </div>
+        </div>
+    </div>
+
+    <ul class="nav nav-tabs" id="medCreditTabs" role="tablist">
+        <li class="nav-item" role="presentation">
+            <button class="nav-link active" id="med-credit-select-tab" data-bs-toggle="tab" data-bs-target="#med-credit-select-pane" type="button" role="tab" aria-controls="med-credit-select-pane" aria-selected="true">1) Select Credit Entries</button>
+        </li>
+        <li class="nav-item" role="presentation">
+            <button class="nav-link" id="med-credit-history-tab" data-bs-toggle="tab" data-bs-target="#med-credit-history-pane" type="button" role="tab" aria-controls="med-credit-history-pane" aria-selected="false">Request History</button>
+        </li>
+    </ul>
+
+    <div class="tab-content border border-top-0 p-3 bg-white" id="medCreditTabsContent">
+        <div class="tab-pane fade show active" id="med-credit-select-pane" role="tabpanel" aria-labelledby="med-credit-select-tab" tabindex="0">
 
     <div class="row g-3">
         <div class="col-xl-7">
@@ -117,13 +199,16 @@
                         </div>
                     </form>
                     <hr>
-                    <div class="small text-muted">Request history is shown below. Use Finance panel for approval and payment settlement.</div>
+                    <div class="small text-muted">Use Request History tab to track status updates. Use Finance panel for approval and payment settlement.</div>
                 </div>
             </div>
         </div>
     </div>
 
-    <div class="card mt-3">
+        </div>
+        <div class="tab-pane fade" id="med-credit-history-pane" role="tabpanel" aria-labelledby="med-credit-history-tab" tabindex="0">
+
+    <div class="card">
         <div class="card-header d-flex justify-content-between align-items-center">
             <strong>Request History</strong>
             <button type="button" class="btn btn-outline-secondary btn-sm" id="btn_med_history_refresh">Refresh</button>
@@ -142,33 +227,20 @@
                             <th class="text-end">Pending</th>
                         </tr>
                     </thead>
-                    <tbody>
-                        <?php if (empty($rows ?? [])): ?>
-                            <tr><td colspan="7" class="text-center text-muted py-3">No payout requests yet.</td></tr>
-                        <?php else: ?>
-                            <?php foreach (($rows ?? []) as $i => $row): ?>
-                                <tr>
-                                    <td><?= (int) $i + 1 ?></td>
-                                    <td><strong><?= esc((string) ($row['request_no'] ?? '')) ?></strong><br><small class="text-muted">ID: <?= (int) ($row['id'] ?? 0) ?></small></td>
-                                    <td><?= esc((string) ($row['request_date'] ?? '')) ?></td>
-                                    <td><span class="badge bg-secondary"><?= esc((string) ($row['status'] ?? '')) ?></span></td>
-                                    <td class="text-end"><?= esc(number_format((float) ($row['requested_amount'] ?? 0), 2)) ?></td>
-                                    <td class="text-end"><?= esc(number_format((float) ($row['paid_amount'] ?? 0), 2)) ?></td>
-                                    <td class="text-end"><?= esc(number_format((float) ($row['pending_amount'] ?? 0), 2)) ?></td>
-                                </tr>
-                            <?php endforeach; ?>
-                        <?php endif; ?>
-                    </tbody>
+                    <tbody><tr><td colspan="7" class="text-center text-muted py-3">Loading...</td></tr></tbody>
                 </table>
             </div>
         </div>
     </div>
+        </div>
+    </div>
 </section>
 
 <script>
 (function () {
     var BASE = '<?= base_url() ?>';
     var poolTable = null;
+    var historyTable = null;
     var selectedMap = {};
     var poolRowCache = {};
 
@@ -179,6 +251,46 @@
             + msg + '<button type="button" class="btn-close" data-bs-dismiss="alert"></button></div>';
     }
 
+    function getStatusBadgeClass(status) {
+        var s = String(status || '').toLowerCase();
+        if (s === 'submitted') return 'bg-primary';
+        if (s === 'finance_review') return 'bg-warning text-dark';
+        if (s === 'approved') return 'bg-success';
+        if (s === 'partially_paid') return 'bg-info text-dark';
+        if (s === 'paid') return 'bg-dark';
+        if (s === 'rejected') return 'bg-danger';
+        return 'bg-secondary';
+    }
+
+    function refreshStatusDashboard(summary) {
+        var s = summary || {};
+        var counts = {
+            total: Number(s.total || 0),
+            submitted: Number(s.submitted || 0),
+            finance_review: Number(s.finance_review || 0),
+            approved: Number(s.approved || 0),
+            partially_paid: Number(s.partially_paid || 0),
+            paid: Number(s.paid || 0),
+            rejected: Number(s.rejected || 0)
+        };
+
+        var totalEl = document.getElementById('med_dash_total');
+        var submittedEl = document.getElementById('med_dash_submitted');
+        var reviewEl = document.getElementById('med_dash_finance_review');
+        var approvedEl = document.getElementById('med_dash_approved');
+        var partialEl = document.getElementById('med_dash_partially_paid');
+        var paidEl = document.getElementById('med_dash_paid');
+        var rejectedEl = document.getElementById('med_dash_rejected');
+
+        if (totalEl) totalEl.textContent = String(counts.total);
+        if (submittedEl) submittedEl.textContent = String(counts.submitted);
+        if (reviewEl) reviewEl.textContent = String(counts.finance_review);
+        if (approvedEl) approvedEl.textContent = String(counts.approved);
+        if (partialEl) partialEl.textContent = String(counts.partially_paid);
+        if (paidEl) paidEl.textContent = String(counts.paid);
+        if (rejectedEl) rejectedEl.textContent = String(counts.rejected);
+    }
+
     function getRowKey(row) {
         return String(row.source_type || '') + ':' + String(row.source_ref_id || 0);
     }
@@ -436,37 +548,89 @@
     }
 
     function loadHistory() {
-        fetch(BASE + 'Medical/credit_payout_requests', {
-            method: 'GET',
-            headers: {'X-Requested-With': 'XMLHttpRequest'}
-        }).then(function (res) {
-            return res.json().then(function (data) { return { ok: res.ok, data: data }; });
-        }).then(function (result) {
-            var table = document.querySelector('#med_request_history_table tbody');
-            if (!table) return;
-            if (!result.ok || !result.data || result.data.status !== 1) {
-                table.innerHTML = '<tr><td colspan="7" class="text-center text-danger py-3">Unable to load request history.</td></tr>';
-                return;
+        if (!historyTable) {
+            return;
+        }
+        historyTable.ajax.reload(null, false);
+    }
+
+    function initHistoryTable() {
+        if (typeof window.jQuery === 'undefined' || typeof window.jQuery.fn.DataTable === 'undefined') {
+            showAlert('DataTable dependency missing. Unable to load request history.', false);
+            return;
+        }
+
+        historyTable = window.jQuery('#med_request_history_table').DataTable({
+            processing: true,
+            serverSide: true,
+            searching: true,
+            autoWidth: false,
+            lengthMenu: [[10, 25, 50, 100], [10, 25, 50, 100]],
+            pageLength: 25,
+            order: [[0, 'desc']],
+            ajax: {
+                url: BASE + 'Medical/credit_payout_requests_datatable',
+                type: 'POST',
+                dataSrc: function (json) {
+                    refreshStatusDashboard(json && json.status_summary ? json.status_summary : {});
+                    return (json && Array.isArray(json.data)) ? json.data : [];
+                },
+                error: function () {
+                    refreshStatusDashboard({});
+                    showAlert('Unable to load request history.', false);
+                }
+            },
+            columns: [
+                { data: 'row_no', orderable: false, searchable: false },
+                {
+                    data: null,
+                    render: function (data, type, row) {
+                        return '<strong>' + String(row.request_no || '') + '</strong><br><small class="text-muted">ID: ' + Number(row.id || 0) + '</small>';
+                    }
+                },
+                { data: 'request_date', defaultContent: '' },
+                {
+                    data: 'status',
+                    render: function (v) {
+                        var status = String(v || '');
+                        return '<span class="badge ' + getStatusBadgeClass(status) + '">' + status + '</span>';
+                    }
+                },
+                {
+                    data: 'requested_amount',
+                    className: 'text-end',
+                    render: function (v) {
+                        return Number(v || 0).toFixed(2);
+                    }
+                },
+                {
+                    data: 'paid_amount',
+                    className: 'text-end',
+                    render: function (v) {
+                        return Number(v || 0).toFixed(2);
+                    }
+                },
+                {
+                    data: 'pending_amount',
+                    className: 'text-end',
+                    render: function (v) {
+                        return Number(v || 0).toFixed(2);
+                    }
+                }
+            ],
+            language: {
+                emptyTable: 'No payout requests yet.'
             }
-            var rows = result.data.rows || [];
-            if (!rows.length) {
-                table.innerHTML = '<tr><td colspan="7" class="text-center text-muted py-3">No payout requests yet.</td></tr>';
-                return;
-            }
-            var html = '';
-            rows.forEach(function (row, i) {
-                html += '<tr>'
-                    + '<td>' + (i + 1) + '</td>'
-                    + '<td><strong>' + (row.request_no || '') + '</strong><br><small class="text-muted">ID: ' + Number(row.id || 0) + '</small></td>'
-                    + '<td>' + (row.request_date || '') + '</td>'
-                    + '<td><span class="badge bg-secondary">' + (row.status || '') + '</span></td>'
-                    + '<td class="text-end">' + Number(row.requested_amount || 0).toFixed(2) + '</td>'
-                    + '<td class="text-end">' + Number(row.paid_amount || 0).toFixed(2) + '</td>'
-                    + '<td class="text-end">' + Number(row.pending_amount || 0).toFixed(2) + '</td>'
-                    + '</tr>';
-            });
-            table.innerHTML = html;
         });
+
+        var historyTab = document.getElementById('med-credit-history-tab');
+        if (historyTab) {
+            historyTab.addEventListener('shown.bs.tab', function () {
+                if (historyTable && historyTable.columns) {
+                    historyTable.columns.adjust().draw(false);
+                }
+            });
+        }
     }
 
     var form = document.getElementById('med_credit_request_form');
@@ -613,6 +777,7 @@
 
     syncScopeWithGroupMode();
     initPoolTable();
+    initHistoryTable();
     loadHistory();
 })();
 </script>

app/Views/partials/sidebar.php

@@ -303,6 +303,12 @@ if (! $canChargesSettings && $user && method_exists($user, 'inGroup')) {
                         <span>OPD Consult Payout</span>
                     </a>
                 </li>
+                <li>
+                    <a href="javascript:load_form('<?= base_url('Finance/payout/doctor-charges') ?>','Doctor Charges Payout')">
+                        <i class="bi bi-circle"></i>
+                        <span>Doctor Charges Payout</span>
+                    </a>
+                </li>
                 <li>
                     <a href="javascript:load_form('<?= base_url('Finance/medical_store_credit_account') ?>','Medical Store Credit Account')">
                         <i class="bi bi-circle"></i>