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

app/Config/Routes.php

@@ -427,7 +427,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
     });
 
     $routes->group("report", ["filter" => "authMVC"], function ($routes) {
-        $routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
+        $routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDSNew");
         $routes->match(['get', 'post'],"listNew", "PolicyTransactionController::reportBDSNew");
         $routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
         $routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");

app/Controllers/EmployeeRestController.php

@@ -53,6 +53,7 @@ use Illuminate\Http\Request;
 
 use App\Controllers\EmployeeServiceController;
 use App\Models\ClaimFilesModel;
+use App\Models\TicketMailTemplateModel;
 use Kreait\Firebase\Factory;
 use Kreait\Firebase\Messaging\CloudMessage;
 use Kreait\Firebase\Messaging\Notification;
@@ -90,6 +91,7 @@ class EmployeeRestController extends AdminController
     protected $hrAccessControlModel;
     protected $insurerModel;
     protected $hrFileUploadModel;
+    protected $ticketMailTemplateModel;
     
     
     public function __construct()
@@ -122,6 +124,7 @@ class EmployeeRestController extends AdminController
         $this->hrAccessControlModel    = new HRAccessControlModel();
         $this->insurerModel    = new InsurerModel();
         $this->hrFileUploadModel = new HrFileUploadModel();
+        $this->ticketMailTemplateModel  = new TicketMailTemplateModel();
         
     }
 
@@ -4174,7 +4177,11 @@ class EmployeeRestController extends AdminController
               ];
   
               // Save into DB
-              $this->hrFileUploadModel->insert($data);
+              $result = $this->hrFileUploadModel->insert($data);
+
+              if($result && $data['file_action'] == "addition"){
+                $this->giveNotificationToClientsAccountManager($data);
+              }
   
               return $this->respondCreated([
                   'status'  => true,
@@ -4188,6 +4195,51 @@ class EmployeeRestController extends AdminController
   
       }
 
+      private function giveNotificationToClientsAccountManager($data){
+
+            // $data = [
+            //       'client_id'        => $this->request->getPost('client_id'),
+            //       'client_branch_id' => $this->request->getPost('client_branch_id'),
+            //       'policy_id'        => $this->request->getPost('policy_id'),
+            //       'policy_no'        => $this->request->getPost('policy_no'),
+            //       'file_name'        => $newFileName,
+            //       'file_action'      => $this->request->getPost('file_action'),
+            //       'status'           => 'Yet to start',
+            //       'created_by'       => $this->request->getPost('created_by'),
+            //       'updated_by'       => $this->request->getPost('created_by'),
+            //   ];
+       
+        $client_name = $this->clientModel->where('id',$data['client_id'])->findAll()[0]['client_name'] ?? [] ;
+
+        $account_manager_email = $this->clientRMModel->findAccountManagerEmail($data['client_id']);
+
+        $templateName = "inception_addition";
+
+        $mailTemplate = $this->ticketMailTemplateModel->where('template_name', $templateName)->findAll()[0] ?? [];
+
+        if(empty($mailTemplate)){
+            //empty mail template please update the template in database or create one..!!
+            log_message("error","Empty mail template for inception_addition please update the template in database or create one..!!");
+            return ;
+        }
+
+        $mailTemplate['mail_content'] = str_replace('%client_name%', $client_name ?? '', $mailTemplate['mail_content']);
+        $mailTemplate['mail_content'] = str_replace('%policy_no%', $data['policy_no'] ?? '', $mailTemplate['mail_content']);
+
+        $from_mail      =  "";
+        $to_mail        =  $account_manager_email;
+        $subject        =  $mailTemplate['subject'];
+        $message        =  $mailTemplate['content'];
+        $cc_string      =  "";
+        $attachments    =  "";
+        $reply_to       =  "";
+        $bcc_string     =  "";
+        
+
+         MailHelper::send_email(['from_mail' => $from_mail, 'mail' => $to_mail, 'cc' => $cc_string, 'subject' => $subject, 'message' => $message, 'attachments' => $attachments, 'reply_to' => $reply_to, 'bcc' => $bcc_string]);
+
+      }
+
       public function updateHrFileUploadData()
       {
           try {

app/Controllers/PolicyTransactionController.php

@@ -2409,8 +2409,8 @@ class PolicyTransactionController extends BaseController
                 
                 // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
                 
-                $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
+                $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]??''); //policy_end_date from excel
-                $endorsement_no = preg_replace(  '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '',  $excel_row[2]); //policy_end_date from excel
+                $endorsement_no = preg_replace(  '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '',  $excel_row[2]??''); //policy_end_date from excel
 
                 // Kint::dump($excel_key,$policy_no,$endorsement_no,$policy_start_date,$policy_end_date);//die();
                 foreach ($source_data as $source_key => $source_row) {

app/Models/PolicyTransactionModel.php

@@ -1829,24 +1829,35 @@ class PolicyTransactionModel extends Model
         // ==============================
         if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
             $date_condition = "
-                AND insurer_statements.month >= '{$start_date}'
+                AND insurer_statements_oq.month >= '{$start_date}'
-                AND insurer_statements.month <= '{$end_date}'
+                AND insurer_statements_oq.month <= '{$end_date}'
             ";
         }
 
         // ==============================
         // BASE QUERY
         // ==============================
-        $builder = $this->db->table('policy_transaction')
+
+
+        // ==============================
+        // Without Statement Upload
+        // ==============================
+
+
+        $builder2 = $this->db->table('policy_transaction')
             ->select("
-                policy_transaction.*,
+                policy_transaction.id AS id,
+                policy_transaction.endorsement_no AS endorsement_no,
+                policy_transaction.ref AS ref,
                 DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
-                DATE_FORMAT(
+
-                    IF(policy_transaction.month IS NULL, 
+                DATE_FORMAT( policy_transaction.policy_issue_date,, '%b %Y') AS policy_issue_month,
-                        policy_transaction.policy_issue_date, 
+
-                        policy_transaction.month
+                CASE
-                    ), '%b %Y'
+                    WHEN 1 = 1 THEN 'no statement uploaded'
-                ) AS policy_issue_month,
+                    ELSE 'statement uploaded'
+                END AS statement_uploaded ,
+
 
                 CASE
                     WHEN clients.client_type = 1 THEN 'Group'
@@ -1898,89 +1909,15 @@ class PolicyTransactionModel extends Model
 
                 -- ==============================
                 -- SUBQUERY: Total IRDA Amount
+                -- Alias Agreed Amount ...!!
                 -- ==============================
-                ROUND((
+                ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
-                    SELECT (
-                        SUM(co_share_stmt_details.actual_bp_brokerage_amt) + 
-                        SUM(co_share_stmt_details.actual_tp_brokerage_amt) + 
-                        SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
-                        SUM(co_share_stmt_details.reward)
-                    )
-                    FROM co_share_stmt_details
-                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
-                    WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
-                    AND co_share_stmt_details.is_active = 1
-                    AND insurer_statements.is_active = 1
-                    {$date_condition}
-                ), 2) AS total_irda_amt,
 
                 -- Reward Only
-                ROUND((
+                ROUND(0, 2) AS reward,
-                    SELECT SUM(co_share_stmt_details.reward)
-                    FROM co_share_stmt_details
-                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
-                    WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
-                    AND co_share_stmt_details.is_active = 1
-                    AND insurer_statements.is_active = 1
-                    {$date_condition}
-                ), 2) AS reward,
 
                 -- Billed Amount
-                ROUND((
+                ROUND(0, 2) AS billed_amt,
-                    SELECT SUM(
-                        COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
-                        COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
-                        COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
-                        COALESCE(co_share_stmt_details.reward, 0)
-                    )
-                    FROM co_share_stmt_details
-                    JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
-                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
-                    WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
-                    AND co_share_stmt_details.is_active = 1
-                    AND pt_table.is_active = 1
-                    AND insurer_statements.is_active = 1
-                    AND insurer_statements.invoice_status IS NOT NULL
-                    {$date_condition}
-                ), 2) AS billed_amt,
-
-                -- Unbilled Amount
-                ROUND(
-                (
-                    (
-                        SELECT 
-                            SUM(
-                                COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
-                                COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
-                                COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
-                                COALESCE(co_share_stmt_details.reward, 0)
-                            )
-                        FROM co_share_stmt_details
-                        JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
-                        WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
-                        AND co_share_stmt_details.is_active = 1
-                        {$date_condition}
-                    ) 
-                        -
-                    (
-                        SELECT 
-                            SUM(
-                                COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
-                                COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
-                                COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
-                                COALESCE(co_share_stmt_details.reward, 0)
-                            )
-                        FROM co_share_stmt_details
-                        JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
-                        JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
-                        WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
-                        AND co_share_stmt_details.is_active = 1
-                        AND pt_table.is_active = 1
-                        AND insurer_statements.is_active = 1
-                        AND insurer_statements.invoice_status IS NULL
-                        {$date_condition}
-                    )
-                ), 2) AS unbilled_amt,
 
                 created_user.first_name AS user_name,
 
@@ -2012,9 +1949,255 @@ class PolicyTransactionModel extends Model
             ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
             ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
             ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
-            ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
+            ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left') 
+            
             ->where('policy_transaction.is_active', 1)
-            ->where('pt_co_share_details.is_active', 1);
+            ->where('pt_co_share_details.is_active', 1)
+
+        // ========================================================
+        // GROUP BY Insurer Statement Months
+        // =======================================================
+         ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ');
+
+        // ==============================
+        // ROLE-BASED FILTERS
+        // ==============================
+        if (
+            (!in_array(get_role_id(), [1, 5])) &&
+            !(
+                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
+                in_array(FINANCE_TEAM_ID, user_team()) ||
+                in_array(BUSINESS_TEAM_ID, user_team())
+            )
+        ) {
+            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
+                $builder2->where('policy_transaction.created_by', get_session_userid());
+            }
+        }
+
+        // ==============================
+        // ADDITIONAL FILTERS
+        // ==============================
+        if (!empty($where)) {
+            log_message('info', 'Where condition: ' . json_encode($where));
+            $builder2->where($where);
+        }
+
+        if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
+            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
+            $endDate   = date('Y-m-d 23:59:59', strtotime($end_date));
+
+            $builder2->where("policy_transaction.{$date_type} >=", $startDate)
+                    ->where("policy_transaction.{$date_type} <=", $endDate);
+        }
+
+
+        // ==============================
+        // FILTER BY IDs
+        // ==============================
+        if ($client_id != 0) $builder2->where('policy_transaction.client_id', $client_id);
+        if ($insurer_id != 0) $builder2->where('policy_transaction.insurer_id', $insurer_id);
+        if ($client_branch_id != 0) $builder2->where('policy_transaction.client_branch_id', $client_branch_id);
+        if ($insurer_branch_id != 0) $builder2->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
+        if ($client_policy_id != 0) $builder2->where('policy_transaction.client_policy_id', $client_policy_id);
+        if ($user_id != 0) $builder2->where('policy_transaction.created_by', $user_id);
+        if ($policy_type_id != 0) $builder2->where('client_policy.policy_type_id', $policy_type_id);
+        if ($issuer != 0) $builder2->where('policy_transaction.issuer', $issuer);
+
+        // ==============================
+        // DEFAULT 90-DAY FILTER
+        // ==============================
+        if (
+            $client_id == 0 && 
+            $insurer_id == 0 && 
+            $policy_type_id == 0 && 
+            $date_type == 0 && 
+            $issuer == 0
+        ) {
+            $fromDate = date('Y-m-d', strtotime('-90 days'));
+            $toDate   = date('Y-m-d 23:59:59');
+
+            if (empty($where)) {
+                $builder2->where('policy_transaction.created_at >=', $fromDate)
+                        ->where('policy_transaction.created_at <=', $toDate);
+            }
+        }
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+
+        // ==============================
+        // With Statement Upload
+        // ==============================
+
+        $builder = $this->db->table('policy_transaction')
+            ->select("
+                policy_transaction.id AS id,
+                policy_transaction.endorsement_no AS endorsement_no,
+                policy_transaction.ref AS ref,
+                DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
+                DATE_FORMAT(
+                    IF(insurer_statements_oq.month IS NULL, 
+                        policy_transaction.policy_issue_date, 
+                        insurer_statements_oq.month
+                    ), '%b %Y'
+                ) AS policy_issue_month,
+
+                CASE
+                    WHEN insurer_statements_oq.month IS NULL THEN 'no statement uploaded'
+                    ELSE 'statement uploaded'
+                END AS statement_uploaded ,
+
+
+                CASE
+                    WHEN clients.client_type = 1 THEN 'Group'
+                    WHEN clients.client_type = 2 THEN 'Retail'
+                    ELSE '-'
+                END AS client_type,
+
+                CASE
+                    WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
+                    ELSE 'Renewal'
+                END AS revenue_type,
+
+                CASE
+                    WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
+                    ELSE 'Endorsement'
+                END AS action_type,
+
+                clients.client_name AS client_name,
+                clients.short_name AS client_short_name,
+                client_branch.branch_name AS client_branch_name,
+                client_branch.address1 AS client_address,
+                policy_type.policy_type,
+                policy_type.bap,
+                insurers.name AS insurer_name,
+                insurers.short_name AS insurer_short_name,
+                insurer_branch.branch_name AS insurer_branch_name,
+                insurer_branch.branch_code AS insurer_branch_code,
+                user_profiles.first_name AS user_name,
+                vehicle.vehicle_no,
+                tpa.name AS tpa_name,
+                pt_co_share_details.remark AS remarks,
+                pt_co_share_details.cop_amt AS bp_amt,
+                pt_co_share_details.exp_amt,
+                pt_co_share_details.id AS pt_id,
+                sales_user.first_name AS salse_person_name,
+                service_user.first_name AS service_person_name,
+
+                ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
+                ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
+                ROUND(
+                    ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) + 
+                    ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
+                2) AS total_premium,
+
+                ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
+                DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
+                (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
+                pt_co_share_details.agreed_bp_per,
+
+                -- ==============================
+                -- SUBQUERY: Total IRDA Amount
+                -- Alias Agreed Amount ...!!
+                -- ==============================
+                ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
+                -- Reward Only
+                ROUND((
+                    SELECT SUM(co_share_stmt_details.reward)
+                    FROM co_share_stmt_details
+                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+                    WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+                    AND co_share_stmt_details.is_active = 1
+                    AND insurer_statements.is_active = 1
+                    AND insurer_statements.month = insurer_statements_oq.month
+                    {$date_condition}
+                    GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
+                ), 2) AS reward,
+
+                -- Billed Amount
+                ROUND((
+                    SELECT SUM(
+                        COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
+                        COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
+                        COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
+                        COALESCE(co_share_stmt_details.reward, 0)
+                    )
+                    FROM co_share_stmt_details
+                    JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
+                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
+                    WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
+                    AND co_share_stmt_details.is_active = 1
+                    AND pt_table.is_active = 1
+                    AND insurer_statements.is_active = 1
+                    AND insurer_statements.invoice_status IS NOT NULL
+                    AND insurer_statements.month = insurer_statements_oq.month
+                    {$date_condition}
+                    GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
+                ), 2) AS billed_amt,
+
+                created_user.first_name AS user_name,
+
+                CASE 
+                    WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
+                    WHEN pt_co_share_details.co_share_type > 1 THEN 
+                        CASE 
+                            WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = '' 
+                            THEN policy_transaction.policy_no
+                            ELSE pt_co_share_details.follower_policy_no
+                        END
+                    ELSE policy_transaction.policy_no
+                END AS policy_no
+            ")
+
+            // ==============================
+            // JOINS
+            // ==============================
+            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
+            ->join('clients', 'clients.id = policy_transaction.client_id')
+            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
+            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
+            ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
+            ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
+            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
+            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
+            ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
+            ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
+            ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
+            ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
+            ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
+            ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left') 
+            
+            
+            ->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id','left')
+            ->join('insurer_statements insurer_statements_oq','insurer_statements_oq.id = co_share_stmt_details.statement_id','left')
+            
+            ->where('policy_transaction.is_active', 1)
+            ->where('pt_co_share_details.is_active', 1)
+            ->where('insurer_statements_oq.id IS NOT NULL')
+
+
+        // ========================================================
+        // GROUP BY Insurer Statement Months
+        // =======================================================
+         ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month');
 
         // ==============================
         // ROLE-BASED FILTERS
@@ -2092,17 +2275,22 @@ class PolicyTransactionModel extends Model
             }
         }
 
-        // ==============================
-        // ORDER & EXECUTION
-        // ==============================
-        $builder->orderBy('policy_transaction.id', 'desc');
 
-        $result = $builder->get()->getResultArray();
 
-        // Uncomment if you need to debug SQL
+
-        // dd($this->db->getLastQuery());
+
+        $sql1 = $builder2->getCompiledSelect();
+        $sql2 = $builder->getCompiledSelect();
+
+       $finalSql = "($sql1) UNION ALL ($sql2) 
+                        ORDER BY policy_no DESC, insurer_branch_name ASC, statement_uploaded ASC,
+                                STR_TO_DATE(policy_issue_month, '%b %Y') ASC";
+
+
+        $result = $this->db->query($finalSql)->getResultArray();
 
         return $result;
+
     }
 
 

app/Views/report_bds.php

@@ -113,8 +113,91 @@ table.dataTable tbody td {
                         </tr>
                     </thead>
                     <tbody>
-                        <?php if (isset($report_list)) { ?>
+                        <?php if (isset($report_list)) {
-                        <?php foreach($report_list as $index => $row){ ?>
+                            
+                            // empty array to initialize for policies per insurer per month
+
+                             $uniquePoliciesReport = [];
+
+                             // irrespective of months or multiple months
+                             $uniqueAgreedAmountList = [];
+
+
+
+                            ?>
+
+                            
+
+                        <?php 
+
+                                foreach($report_list as $index => $row){ 
+
+                                    $policy_no                 = $row['policy_no'];
+
+                                    $policy_updated_month      = $row['policy_issue_month'];
+
+                                    $policy_type               = $row['policy_type'];
+                                    
+                                    $statement_status          = $row['statement_uploaded'];
+
+                                    $client_name               = $row['client_name'];
+
+                                    $insurer_branch_name       = $row['insurer_branch_name'];
+
+
+
+                                    $uniqueRecord                     = "$policy_no-$policy_updated_month-$policy_type-$client_name-$insurer_branch_name" ;
+
+                                    // irrespective of months or multiple months
+                                    $uniqueAgreedAmountPerInsurer     =  "$policy_no-$policy_type-$client_name-$insurer_branch_name" ;
+
+
+
+                                    if(isset($uniquePoliciesReport[$uniqueRecord]) &&  $statement_status == "no statement uploaded" ){
+                                        continue ;
+                                    }
+                                    else if(isset($uniquePoliciesReport[$uniqueRecord]) &&  $statement_status == "statement uploaded" ){
+                                        unset($uniquePoliciesReport[$uniqueRecord]);
+                                    }else{
+
+                                            if(isset($uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer])  ){
+                                                $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer] -= $row['billed_amt'];
+                                                 $row['total_irda_amt'] =  0;
+                                                 $row['outstanding_amt'] = $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer];
+                                                 $row['multiple_months'] = true;
+                                            }
+                                            else{
+                                                $row['outstanding_amt'] = $row['total_irda_amt'] - $row['billed_amt'];
+                                                $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer] = $row['total_irda_amt'] ;
+                                                $row['multiple_months'] = false;
+                                            }
+
+                                           
+
+                                            $uniquePoliciesReport[$uniqueRecord] = $row;
+                                    }       
+
+
+                                    
+                                    
+
+                                    
+                                }   
+
+
+
+
+
+
+                                $report_list = array_values($uniquePoliciesReport);
+
+                        ?>
+
+
+
+                        <?php foreach($report_list as $index => $row){ 
+
+                        ?>
                         <tr>
                             <td><?= $index + 1 ?> &nbsp; <a href="<?php
                                         if($row['action_type'] == "inception"){
@@ -123,8 +206,9 @@ table.dataTable tbody td {
                                             echo base_url('policy_tranction/endorsement/list') . '?pt_id=' . $row['id'] ;
                                         }
                                 ?>" class="mdi mdi-pencil" ></a> </td>
-                            <td style="display: none;"><?php echo $row['user_name'] ?: 'N/A'; ?></td>
+                            <td ><?php echo $row['statement_uploaded'] == 'statement uploaded' && $row['multiple_months'] == true ? 'rewards': $row['user_name']??'N/A' ; ?></td>
                             <td><?php echo $row['policy_issue_month'] ?: 'N/A'; ?></td>
+                            <td style="display: none;"><?php echo $row['statement_uploaded'] ?: 'N/A'; ?></td>
                             <!-- <td style="display: none;"><?php echo $row['revenue_type'] ?: 'N/A'; ?></td> -->
                             <td style="display: none;"><?php echo $row['client_type'] ?: 'N/A'; ?></td>
                             <td><?php echo $row['client_name'] ?: 'N/A'; ?></td>
@@ -149,17 +233,13 @@ table.dataTable tbody td {
                             <td class="right-align-input"><?php echo $row['total_premium']; ?></td>
                             <td class="right-align-input"><?php echo $row['agreed_bp_per']; ?>&nbsp;%</td>
                             <td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?>&nbsp;%</td>
-                            <td class="right-align-input" style="display: none;"><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
+                            <td class="right-align-input" ><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
-
+                            <!-- Agreed Amount as total_irda_amt -->
-                            <?php $total_irda_amt =  empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt']; ?>
+                            <td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $row['total_irda_amt']; ?></td>
-                            <td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $total_irda_amt; ?></td>
+                            <!-- invoiced amount as billed_amt -->
                             <td class="right-align-input"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
-                            <!-- <td class="right-align-input"><?php echo empty($row['unbilled_amt']) ? '0.00' : $row['unbilled_amt']?></td> -->
+                            <!-- Outstanding Amount (Agreed amount - invoice amount) -->
-                            <?php 
+                            <td class="right-align-input"><?php echo number_format((float)$row['outstanding_amt'],2, '.', '')?></td>
-                            $unbilled_amt = $row['total_irda_amt'] - $row['billed_amt'];
-                            $unbilled_amt = $unbilled_amt == 0 && $row['billed_amt'] == 0 ? $total_irda_amt : $unbilled_amt ;
-                            ?>
-                            <td class="right-align-input"><?php echo number_format((float)$unbilled_amt,2, '.', '')?></td>
                         </tr>
                         <?php } ?>
                         <?php } ?>
@@ -394,7 +474,8 @@ $(document).ready(function() {
                         $(sheet).find('sheetData').append(totalRow);
                     },
                     exportOptions: {
-                        orthogonal: 'sort'
+                        orthogonal: 'sort'  ,
+                        columns: ':not(:eq(3))' // skip the same 4th column
                     },
                     customizeData: function (data) {
                         for (var i = 0; i < data.body.length; i++) {

test.http

@@ -1,100 +0,0 @@
-
-
-
-
-
-
-
-
-
-POST https://testtips.vidalhealthtpa.com:7443/mobilerest/vidalbrokerservices/submitClaim
-Authorization: Basic dmlkYWxicm9rZXJsb2dpbjp2aWRhbHN0YWdlQDEyMw==
-Cookie: JSESSIONID=678ofNbsfB8svK1lyV6rON3w.worker1
-Content-Type: multipart/form-data; boundary=WebApiBoundary
-
---WebApiBoundary
-Content-Disposition: form-data; name="username"
-
-Web_api
---WebApiBoundary
-Content-Disposition: form-data; name="password"
-
-Web@api
---WebApiBoundary
-Content-Disposition: form-data; name="policyNo"
-
-CI/TEST/POLICY/123456
---WebApiBoundary
-Content-Disposition: form-data; name="enrollmentId"
-
-BLR-RG-H0351-043-0000002-A
---WebApiBoundary
-Content-Disposition: form-data; name="typeOfClaim"
-
-Main hospitalization claim
---WebApiBoundary
-Content-Disposition: form-data; name="claimSubType"
-
-Hospitalization
---WebApiBoundary
-Content-Disposition: form-data; name="requestedAmount"
-
-4500
---WebApiBoundary
-Content-Disposition: form-data; name="ailmentType"
-
-Non covid
---WebApiBoundary
-Content-Disposition: form-data; name="admissionDate"
-
-20-03-2025
---WebApiBoundary
-Content-Disposition: form-data; name="dischargeDate"
-
-23-03-2025
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalName"
-
-A G  HOSPITAL NEW
---WebApiBoundary
-Content-Disposition: form-data; name="empanelmentNo"
-
-HOS-PON-010427
---WebApiBoundary
-Content-Disposition: form-data; name="documentType"
-
-Claim
---WebApiBoundary
-Content-Disposition: form-data; name="ailmentName"
-
-Cold
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalAddress"
-
-abc
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalState"
-
-karnataka
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalCity"
-
-bangalore
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalPinCode"
-
-560036
---WebApiBoundary
-Content-Disposition: form-data; name="hospitalPhoneNo"
-
-7656879899
---WebApiBoundary
-Content-Disposition: form-data; name="File"; filename="tracker.pdf"
-Content-Type: application/pdf
-
-< ./C:\Users\jvadi\Downloads\Tickets - Business Show_ Chennai (India) (06_11_2025 14_00_00) - vadivel.pdf
---WebApiBoundary--
-
-
-// claim 
-