CHANGE_live_ui_fix_in_qcr - VADIVEL J 2025-10-17
This commit is contained in:
vadivelJ96
parent
f11ddd5cec
commit
135a11da83
@ -427,6 +427,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
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$routes->group("report", ["filter" => "authMVC"], function ($routes) {
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$routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
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$routes->match(['get', 'post'],"listNew", "PolicyTransactionController::reportBDSNew");
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$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
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$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
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$routes->get("report-finance-list", "PolicyTransactionController::reportFinanceList");
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@ -3168,4 +3168,116 @@ class PolicyTransactionController extends BaseController
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return [$policyList, $policyListByClient];
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}
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public function reportBDSNew()
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{
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// 🧭 Basic Page Info
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$data['tab_name'] = 'BDS Report';
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$data['page_name'] = 'BDS Report';
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// 📋 Dropdown Data
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$data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
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$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
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$data['issuing_type'] = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
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$data['policy_status'] = [
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'pending' => 'Pending',
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'exported_to_insurer' => 'Exported to Insurer',
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'imported_from_insurer'=> 'Imported from Insurer',
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'exported_to_tpa' => 'Exported to TPA',
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'imported_from_tpa' => 'Imported from TPA',
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'completed' => 'Completed'
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];
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$data['invoice_status_array'] = [
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'yet_to_generate' => 'Yet to Generate',
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'generated' => 'Generated',
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'send' => 'Send',
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'recived' => 'Recived',
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];
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$data['date_type'] = [
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'policy_issue_date' => 'Policy Issue Date',
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'policy_start_date' => 'Policy Start Date',
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'policy_end_date' => 'Policy End Date',
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'data_received_date' => 'Data Received Date',
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'closure_date' => 'Closure Date',
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'statement_month' => 'Statement Month',
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];
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// 🏢 Fetch Active Data
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$data['insurer'] = $this->insurerModel->where('is_active', 1)->findAll();
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$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
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$data['clients'] = $this->clientModel->where('is_active', 1)->findAll();
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$data['users'] = $this->userModel->where('is_active', 1)->findAll();
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$data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
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// 🕐 Filters
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$start_date = $this->request->getGet('start_date');
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$end_date = $this->request->getGet('end_date');
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$client_id = $this->request->getGet('client_id');
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$insurer_id = $this->request->getGet('insurer_id');
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$policy_type_id = $this->request->getGet('policy_type_id');
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$date_type = $this->request->getGet('date_type');
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$issuer = $this->request->getGet('issuer');
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$client_branch_id = $this->request->getGet('client_branch_id');
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$insurer_branch_id = $this->request->getGet('insurer_branch_id');
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$client_policy_id = $this->request->getGet('client_policy_id');
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$user_id = $this->request->getGet('user_id');
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// Handle statement month range
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if ($date_type == 'statement_month') {
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$start_date = (string) date('Y-m-01', strtotime($start_date));
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$end_date = (string) date('Y-m-31', strtotime($end_date));
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}
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// Ensure default values
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$start_date = $start_date ?: 0;
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$end_date = $end_date ?: 0;
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$client_id = $client_id ?: 0;
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$insurer_id = $insurer_id ?: 0;
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$policy_type_id = $policy_type_id ?: 0;
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$date_type = $date_type ?: 0;
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$issuer = $issuer ?: 0;
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$client_branch_id = $client_branch_id ?: 0;
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$insurer_branch_id = $insurer_branch_id ?: 0;
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$client_policy_id = $client_policy_id ?: 0;
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$user_id = $user_id ?: 0;
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// 🧾 Handle POST requests (Dashboard filters)
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if ($this->request->is('post')) {
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$isFromDashboard = $this->request->getPost('is_dashboard');
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if (!empty($isFromDashboard) && $isFromDashboard == 1) {
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$ids = array_filter(explode(',', $this->request->getPost('ids')));
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if (!empty($ids)) {
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$idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs
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$where = "policy_transaction.id IN ($idsStr)";
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} else {
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$where = []; // No valid IDs
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}
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}
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}
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// 📊 Fetch report data
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$data['report_list'] = $this->policyTransactionModel->getBDSReportListNew(
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$start_date,
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$end_date,
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$client_id,
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$insurer_id,
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$policy_type_id,
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$date_type,
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$issuer,
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$client_branch_id,
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$insurer_branch_id,
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$client_policy_id,
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$user_id,
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$where ?? ''
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);
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// 🧩 Load View
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$this->loadLayout('report_bds_filter', $data);
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}
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}
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@ -1806,4 +1806,307 @@ class PolicyTransactionModel extends Model
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return $result[0];
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}
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public function getBDSReportListNew(
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$start_date = 0,
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$end_date = 0,
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$client_id = 0,
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$insurer_id = 0,
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$policy_type_id = 0,
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$date_type = 0,
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$issuer = 0,
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$client_branch_id = 0,
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$insurer_branch_id = 0,
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$client_policy_id = 0,
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$user_id = 0,
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$where = []
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) {
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$date_condition = '';
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// ==============================
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// DATE FILTER FOR STATEMENT MONTH
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// ==============================
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if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
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$date_condition = "
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AND insurer_statements.month >= '{$start_date}'
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AND insurer_statements.month <= '{$end_date}'
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";
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}
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// ==============================
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// BASE QUERY
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// ==============================
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$builder = $this->db->table('policy_transaction')
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->select("
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policy_transaction.*,
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DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
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DATE_FORMAT(
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IF(policy_transaction.month IS NULL,
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policy_transaction.policy_issue_date,
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policy_transaction.month
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), '%b %Y'
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) AS policy_issue_month,
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CASE
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WHEN clients.client_type = 1 THEN 'Group'
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WHEN clients.client_type = 2 THEN 'Retail'
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ELSE '-'
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END AS client_type,
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CASE
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WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
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ELSE 'Renewal'
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END AS revenue_type,
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CASE
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WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
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ELSE 'Endorsement'
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END AS action_type,
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clients.client_name AS client_name,
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clients.short_name AS client_short_name,
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client_branch.branch_name AS client_branch_name,
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client_branch.address1 AS client_address,
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policy_type.policy_type,
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policy_type.bap,
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insurers.name AS insurer_name,
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insurers.short_name AS insurer_short_name,
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insurer_branch.branch_name AS insurer_branch_name,
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insurer_branch.branch_code AS insurer_branch_code,
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user_profiles.first_name AS user_name,
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vehicle.vehicle_no,
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tpa.name AS tpa_name,
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pt_co_share_details.remark AS remarks,
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pt_co_share_details.cop_amt AS bp_amt,
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pt_co_share_details.exp_amt,
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pt_co_share_details.id AS pt_id,
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sales_user.first_name AS salse_person_name,
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service_user.first_name AS service_person_name,
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ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
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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,
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ROUND(
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ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
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ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
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2) AS total_premium,
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ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
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DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
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(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
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pt_co_share_details.agreed_bp_per,
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-- ==============================
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-- SUBQUERY: Total IRDA Amount
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-- ==============================
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ROUND((
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SELECT (
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SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
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SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
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SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
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SUM(co_share_stmt_details.reward)
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)
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FROM co_share_stmt_details
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JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
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WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
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AND co_share_stmt_details.is_active = 1
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AND insurer_statements.is_active = 1
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{$date_condition}
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), 2) AS total_irda_amt,
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-- Reward Only
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ROUND((
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SELECT SUM(co_share_stmt_details.reward)
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FROM co_share_stmt_details
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JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
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WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
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AND co_share_stmt_details.is_active = 1
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AND insurer_statements.is_active = 1
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{$date_condition}
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), 2) AS reward,
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-- Billed Amount
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ROUND((
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SELECT SUM(
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COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.reward, 0)
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)
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FROM co_share_stmt_details
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JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
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JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
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WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
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AND co_share_stmt_details.is_active = 1
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AND pt_table.is_active = 1
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AND insurer_statements.is_active = 1
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AND insurer_statements.invoice_status IS NOT NULL
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{$date_condition}
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), 2) AS billed_amt,
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-- Unbilled Amount
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ROUND(
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(
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(
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SELECT
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SUM(
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COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.reward, 0)
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)
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FROM co_share_stmt_details
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JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
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WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
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AND co_share_stmt_details.is_active = 1
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{$date_condition}
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)
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-
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(
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SELECT
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SUM(
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COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
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COALESCE(co_share_stmt_details.reward, 0)
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)
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FROM co_share_stmt_details
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JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
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JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
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WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
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AND co_share_stmt_details.is_active = 1
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AND pt_table.is_active = 1
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AND insurer_statements.is_active = 1
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AND insurer_statements.invoice_status IS NULL
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{$date_condition}
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)
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), 2) AS unbilled_amt,
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created_user.first_name AS user_name,
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CASE
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WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
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WHEN pt_co_share_details.co_share_type > 1 THEN
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CASE
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WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
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THEN policy_transaction.policy_no
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ELSE pt_co_share_details.follower_policy_no
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END
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ELSE policy_transaction.policy_no
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END AS policy_no
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")
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// ==============================
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// JOINS
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// ==============================
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->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
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->join('clients', 'clients.id = policy_transaction.client_id')
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->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
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->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
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->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
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->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
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->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
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->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
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->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
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->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
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->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
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->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
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->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
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->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
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->where('policy_transaction.is_active', 1)
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->where('pt_co_share_details.is_active', 1);
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// ==============================
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// ROLE-BASED FILTERS
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// ==============================
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if (
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(!in_array(get_role_id(), [1, 5])) &&
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!(
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in_array(MANAGEMENT_TEAM_ID, user_team()) ||
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in_array(FINANCE_TEAM_ID, user_team()) ||
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in_array(BUSINESS_TEAM_ID, user_team())
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)
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) {
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if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
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$builder->where('policy_transaction.created_by', get_session_userid());
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}
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}
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// ==============================
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// ADDITIONAL FILTERS
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// ==============================
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if (!empty($where)) {
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log_message('info', 'Where condition: ' . json_encode($where));
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$builder->where($where);
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}
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if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
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$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
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$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
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$builder->where("policy_transaction.{$date_type} >=", $startDate)
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->where("policy_transaction.{$date_type} <=", $endDate);
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}
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// JOIN FOR STATEMENT MONTH FILTER
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if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
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$startDate = date('Y-m-d', strtotime($start_date));
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$endDate = date('Y-m-d', strtotime($end_date));
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$builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
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->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
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->where('insurer_statements.is_active', 1)
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->where('insurer_statements.month >=', $startDate)
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->where('insurer_statements.month <=', $endDate)
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->groupBy('co_share_stmt_details.co_share_id');
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}
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// ==============================
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// FILTER BY IDs
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// ==============================
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if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
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if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
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if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
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if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
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if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
||||
if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
|
||||
if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
|
||||
if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
|
||||
|
||||
// ==============================
|
||||
// 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)) {
|
||||
$builder->where('policy_transaction.created_at >=', $fromDate)
|
||||
->where('policy_transaction.created_at <=', $toDate);
|
||||
}
|
||||
}
|
||||
|
||||
// ==============================
|
||||
// ORDER & EXECUTION
|
||||
// ==============================
|
||||
$builder->orderBy('policy_transaction.id', 'desc');
|
||||
|
||||
$result = $builder->get()->getResultArray();
|
||||
|
||||
// Uncomment if you need to debug SQL
|
||||
// dd($this->db->getLastQuery());
|
||||
|
||||
return $result;
|
||||
}
|
||||
|
||||
|
||||
|
||||
|
||||
|
||||
}
|
||||
|
||||
Loading…
Reference in New Issue
Block a user