CHANGE_bds_issue-final-fix-6 - VADIVEL J 2025-10-31 16:27
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vadivelJ96
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660
app/Views/report_bds_new.php
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660
app/Views/report_bds_new.php
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<style>
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.table th,
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.table td {
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padding: 8px;
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}
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table.dataTable tbody td {
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padding: 4px 4px !important;
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}
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.col-12 {
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max-width: 98% !important;
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}
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.dataTables_filter {
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position: absolute;
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}
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.right-align-input {
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text-align: right;
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}
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.badge-container {
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background: #F0F0F0;
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padding: 6px 12px;
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border-radius: 6px;
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font-size: 14px;
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display: inline-block;
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}
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#totals {
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display: flex;
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flex-wrap: wrap;
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gap: 8px;
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}
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</style>
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<div class="col-12" id="second_page">
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<div class="card">
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<div class="card-body">
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<div class="row" style="padding-bottom: 10px;">
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<div class="col-6" style="align-self: center;">
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<h4 style="position: relative;">BDS Report <span id="bds_title"></span></h4>
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</div>
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</div>
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<div class="table-responsive">
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<div id="totals" class="d-flex flex-wrap gap-2 mb-2">
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<div class="badge-container">
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Total Premium: <span class="text-primary" id="total_premium">0.00</span>
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</div>
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<div class="badge-container">
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Total Rewards: <span class="text-primary" id="total_rewards">0.00</span>
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</div>
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<div class="badge-container">
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Total IRDA Revenue INR: <span class="text-primary" id="total_irda">0.00</span>
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</div>
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<div class="badge-container">
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Total Billed Amount: <span class="text-primary" id="total_billed">0.00</span>
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</div>
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<div class="badge-container">
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Total Unbilled Amount: <span class="text-primary" id="total_unbilled">0.00</span>
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</div>
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<div class="badge-container">
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Total Policy Count: <span class="text-primary"><?= $policy_count ?></span>
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</div>
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</div>
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<table data-custom-table-css="table" id="scroll-horizontal-datatable" class="table w-100 nowrap">
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<thead class="bg-light">
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<tr>
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<th>S. No</th>
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<th>User</th>
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<th>Month</th>
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<th style="display: none;">statement upload</th>
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<!-- <th style="display: none;">Business Type</th> -->
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<th style="display: none;">Client Type</th>
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<th>Insured Name</th>
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<th>Policy/<br>Endorsement</th>
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<th>Policy Type</th>
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<th style="display: none;">BAP Group</th>
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<th style="display: none;">Vehicle Number</th>
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<th>Policy No</th>
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<th>Endorsement No</th>
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<!-- <th style="display: none;">Insurer Name</th> -->
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<th>Insurer Branch</th>
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<!-- <th style="display: none;">TPA</th> -->
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<th style="display: none;">Endorsement <br> Effective Date</th>
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<th style="display: none;">Policy <br> Effective Date</th>
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<th style="display: none;">Policy <br> Expiry Date</th>
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<th style="display: none;">Reference</th>
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<th style="display: none;">Remarks</th>
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<th>BP Premium</th>
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<th>TP/Ter Premium</th>
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<th style="display: none;">Premium <br> (without GST)</th>
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<!-- <th style="display: none;">GST @ 18%</th> -->
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<th>Total Premium</th>
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<th>BP %</th>
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<th>TP/Ter %</th>
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<th>Rewards</th>
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<th>Agreed Amount</th>
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<th>Invoiced Amount</th>
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<th>Outstanding Amount</th>
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</tr>
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</thead>
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<tbody>
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<?php if (isset($report_list)) {
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// empty array to initialize for policies per insurer per month
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$uniquePoliciesReport = [];
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// irrespective of months or multiple months
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$uniqueAgreedAmountList = [];
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?>
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<?php
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foreach($report_list as $index => $row){
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$policy_no = $row['policy_no'];
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$policy_updated_month = $row['policy_issue_month'];
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$policy_type = $row['policy_type'];
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$statement_status = $row['statement_uploaded'];
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$client_name = $row['client_name'];
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$insurer_branch_name = $row['insurer_branch_name'];
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$uniqueRecord = "$policy_no-$policy_updated_month-$policy_type-$client_name-$insurer_branch_name-$statement_status" ;
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// irrespective of months or multiple months
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$uniqueAgreedAmountPerInsurer = "$policy_no-$policy_type-$client_name-$insurer_branch_name" ;
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$pastMonth = explode("-",$uniqueRecord )[1] ;
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$currentMonth = $policy_updated_month ;
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$pastStatementStatus = explode("-",$uniqueRecord )[5] ;
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$currentStatementStatus = $statement_status;
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if(
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isset($uniquePoliciesReport[$uniqueRecord])
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&& $pastStatementStatus == $currentStatementStatus
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){
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continue ;
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}
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else if(
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isset($uniquePoliciesReport[$uniqueRecord])
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&& $pastStatementStatus == $currentStatementStatus
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){
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continue;
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}else{
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if(isset($uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer]) ){
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$uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer] -= $row['billed_amt'];
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$row['total_irda_amt'] = $pastMonth == $currentMonth ? $row['total_irda_amt'] : 0 ;
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$row['outstanding_amt'] = $uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer];
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$row['multiple_months'] = $pastMonth == $currentMonth ? false : true ;
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}
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else{
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$row['outstanding_amt'] = $row['total_irda_amt'] - $row['billed_amt'];
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$uniqueAgreedAmountList[$uniqueAgreedAmountPerInsurer] = $row['total_irda_amt'] ;
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$row['multiple_months'] = false;
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}
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$uniquePoliciesReport[$uniqueRecord] = $row;
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}
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}
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$report_list = array_values($uniquePoliciesReport);
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?>
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<?php foreach($report_list as $index => $row){
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?>
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<tr>
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<td><?= $index + 1 ?> <a href="<?php
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if($row['action_type'] == "inception"){
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echo base_url('policy_tranction/inception/list') . '?pt_id=' . $row['id'] ;
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}else{
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echo base_url('policy_tranction/endorsement/list') . '?pt_id=' . $row['id'] ;
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}
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?>" class="mdi mdi-pencil" ></a> </td>
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<td ><?php echo $row['statement_uploaded'] == 'statement uploaded' && $row['multiple_months'] == true ? 'rewards': $row['user_name']??'N/A' ; ?></td>
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<td><?php echo $row['policy_issue_month'] ?: 'N/A'; ?></td>
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<td style="display: none;"><?php echo $row['statement_uploaded'] ?: 'N/A'; ?></td>
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<!-- <td style="display: none;"><?php echo $row['revenue_type'] ?: 'N/A'; ?></td> -->
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<td style="display: none;"><?php echo $row['client_type'] ?: 'N/A'; ?></td>
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<td><?php echo $row['client_name'] ?: 'N/A'; ?></td>
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<td><?php echo $row['action_type'] ?: 'N/A'; ?></td>
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<td><?php echo $row['policy_type'] ?: 'N/A'; ?></td>
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<td style="display: none;"><?php echo $row['bap'] ?: 'N/A'; ?></td>
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<td style="display: none;"><?php echo $row['vehicle_no'] ?: 'N/A'; ?></td>
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<td><?php echo $row['policy_no'] ?: 'N/A'; ?></td>
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<td><?php echo $row['endorsement_no'] ?: 'N/A'; ?></td>
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<!-- <td style="display: none;"><?php echo $row['insurer_name'] ?: 'N/A'; ?> </td> -->
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<td><?php echo $row['insurer_branch_name'] ?: 'N/A'; ?></td>
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<!-- <td style="display: none;"><?php echo $row['tpa_name']; ?></td> -->
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<td style="display: none;"><?php echo empty($row['endorse_eff_date']) ? 'N/A' : date('d/m/Y', strtotime($row['endorse_eff_date'])) ?></td>
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<td style="display: none;"><?php echo empty($row['policy_start_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])); ?></td>
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<td style="display: none;"><?php echo empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])); ?></td>
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<td style="display: none;"><?php echo $row['ref'] ?: 'N/A'; ?></td>
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<td style="display: none;"><?php echo $row['remarks'] ?: 'N/A'; ?></td>
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<td class="right-align-input"><?php echo $row['bp_amt']; ?></td>
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<td class="right-align-input"><?php echo $row['tp_or_ter']; ?></td>
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<td class="right-align-input" style="display: none;"><?php echo $row['premium_wo_gst']; ?></td>
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<!-- <td class="right-align-input" style="display: none;"><?php echo $row['gst_amount']; ?></td> -->
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<td class="right-align-input"><?php echo $row['total_premium']; ?></td>
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<td class="right-align-input"><?php echo $row['agreed_bp_per']; ?> %</td>
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<td class="right-align-input"><?php echo $row['agreed_tp_or_ter_per'];?> %</td>
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<td class="right-align-input" ><?php echo isset($row['reward']) ? $row['reward'] : '0.00'; ?></td>
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<!-- Agreed Amount as total_irda_amt -->
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<td class="right-align-input" onclick="showCoShareStatementDetails(this)" data-id="<?= $row['pt_id'] ?>"><?php echo $row['total_irda_amt']; ?></td>
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<!-- invoiced amount as billed_amt -->
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<td class="right-align-input"><?php echo empty($row['billed_amt']) ? '0.00' : $row['billed_amt'] ?></td>
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<!-- Outstanding Amount (Agreed amount - invoice amount) -->
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<td class="right-align-input"><?php echo number_format((float)$row['outstanding_amt'],2, '.', '')?></td>
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</tr>
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<?php } ?>
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<?php } ?>
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</tbody>
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</table>
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<div>
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</div>
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</div>
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</div><!-- end col -->
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</div>
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</div>
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<!-- modal content -->
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<div class="modal fade" id="centermodal" tabindex="-1" role="dialog" aria-hidden="true" aria-modal="true" data-backdrop="static">
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<div class="modal-dialog modal-lg">
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<div class="modal-content">
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<div class="modal-header" style="background-color: gainsboro;">
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<h4 class="modal-title" id="myCenterModalLabel">Statement Details <span id="heading"></span></h4>
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<button type="button" class="close" data-dismiss="modal" aria-hidden="true">×</button>
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</div>
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<div class="modal-body" id="modal_body">
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<div class="table-responsive">
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<table data-custom-table-css="table" class="table table-hover mb-0">
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<thead class="bg-light" id="table_head_data">
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<tr>
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<th>Statement No.</th>
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<th>Statement Month</th>
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<th>Actual Amount</th>
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<th>Invoice No.</th>
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<th>Invoice Date.</th>
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<th>Invoice Status.</th>
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</tr>
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</thead>
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<tbody id="table_data">
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</tbody>
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</table>
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</div> <!-- end table-responsive-->
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</div>
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</div><!-- /.modal-content -->
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</div><!-- /.modal-dialog -->
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</div><!-- /.modal -->
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<!-------------------------------------------------------------------------------------------------->
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<script>
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// Datatable document ready
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$(document).ready(function() {
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var ticketsTable = $('#scroll-horizontal-datatable');
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if (ticketsTable.length) {
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ticketsTable.DataTable({
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scrollX: true,
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dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" + // Filter left, buttons right
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"<'row'<'col-sm-12'tr>>" +
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"<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
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// buttons: [
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// {
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// extend: 'csv',
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// text: 'CSV',
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// title: 'Policy-Tranction-BDS-List',
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// },
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// {
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// extend: 'excel',
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// text: 'Excel',
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// title: 'Policy-Tranction-BDS-List',
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// customize: function(xlsx) {
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// var sheet = xlsx.xl.worksheets['sheet1.xml'];
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// var total = 0;
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// // 🔹 Force column K (11) and L (12) as string
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// $('row c[r^="K"], row c[r^="L"]', sheet).attr('t', 'inlineStr');
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// // Find cells in column AB (28th column in Excel)
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// $('row c[r^="AB"]', sheet).each(function() {
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// var value = parseFloat($('v', this).text()); // Get the value inside the cell
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// if (!isNaN(value)) {
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// total += value;
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// }
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// });
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// // Get the last row index and append the total row
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// var lastRow = $('row:last', sheet);
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// var rowIndex = parseInt(lastRow.attr('r')) + 2; // Find the next row index
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// var totalRow = '<row r="' + rowIndex + '">' +
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// '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' + // Insert "Total" in AA
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// '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' + // Insert sum in AB
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// '</row>';
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// // Append the new total row to the sheet
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// $(sheet).find('sheetData').append(totalRow);
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// },
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// exportOptions: {
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// orthogonal: 'sort'
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// },
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// customizeData: function (data) {
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// for (var i = 0; i < data.body.length; i++) {
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// for (var j = 0; j < data.body[i].length; j++) {
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// // Check if the column is the 9th index (10th column) and 10th index (11th column)
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// if (j === 9 || j === 10) {
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// data.body[i][j] = '\u200C' + data.body[i][j];
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// }
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// }
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// }
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// }
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// }
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// ],
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buttons: [
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{
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extend: 'collection',
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text: '<span class=" btn-custom"> Export </span><i class="mdi mdi-menu-down"></i>',
|
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className: 'btn app-btn-secondary ',
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buttons: [
|
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{
|
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extend: 'csv',
|
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text: '<i class="mdi mdi-file-delimited " ></i><span class=" btn-custom"> CSV </span>',
|
||||
title: 'Policy-Tranction-BDS-List',
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exportOptions: {
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||||
columns: ':visible', // or specify exact columns [0,1,2,...]
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format: {
|
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body: function (data, row, column, node) {
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// Force K and L columns to string
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if (column === 10 || column === 11) {
|
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// Option 1: prepend single quote
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return '\u200C' + data;
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// Option 2: use Excel formula trick
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// return '="' + data + '"';
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}
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return data;
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}
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||||
}
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||||
},
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||||
},
|
||||
{
|
||||
extend: 'excel',
|
||||
title: 'Policy-Tranction-BDS-List',
|
||||
text: '<i class="mdi mdi-file-excel " ></i><span class=" btn-custom"> EXCEL </span>',
|
||||
className: 'app-btn-primary ',
|
||||
// customize: function (xlsx) {
|
||||
// var sheet = xlsx.xl.worksheets['sheet1.xml'];
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||||
// var total = 0;
|
||||
|
||||
// // 🔹 Force column K (11) and L (12) as string
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// // $('row c[r^="K"], row c[r^="L"]', sheet).attr('t', 'inlineStr');
|
||||
// // 🔹 Convert column K (11th) & L (12th) to inline string
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||||
// $('row c[r^="K"], row c[r^="L"]', sheet).each(function () {
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// var cell = $(this);
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// console.log(cell);
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// var val = cell.find('v').text(); // get value
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// if (val) {
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// cell.attr('t', 'inlineStr'); // mark as text
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// cell.remove('v'); // remove <v>
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// cell.append('<is><t>' + val + '</t></is>'); // replace with inline string
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||||
// }
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||||
// });
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||||
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||||
// // Calculate total in AB (28th column)
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||||
// $('row c[r^="AB"]', sheet).each(function () {
|
||||
// var value = parseFloat($('v', this).text());
|
||||
// if (!isNaN(value)) {
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||||
// total += value;
|
||||
// }
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||||
// });
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||||
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||||
// // Append total row
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||||
// var lastRow = $('row:last', sheet);
|
||||
// var rowIndex = parseInt(lastRow.attr('r')) + 2;
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||||
// var totalRow = '<row r="' + rowIndex + '">' +
|
||||
// '<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' +
|
||||
// '<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' +
|
||||
// '</row>';
|
||||
|
||||
// $(sheet).find('sheetData').append(totalRow);
|
||||
// },
|
||||
customize: function (xlsx) {
|
||||
var sheet = xlsx.xl.worksheets['sheet1.xml'];
|
||||
var total = 0;
|
||||
|
||||
function forceAsText(cell) {
|
||||
var val = cell.find('v').text();
|
||||
if (val) {
|
||||
// Remove old <v>
|
||||
cell.find('v').remove();
|
||||
|
||||
// Force as inline string
|
||||
cell.attr('t', 'inlineStr');
|
||||
cell.append('<is><t>' + val + '</t></is>');
|
||||
}
|
||||
}
|
||||
|
||||
function forceAsTextPreserveOriginal(cell) {
|
||||
// Get the original cell value from the cell's text content
|
||||
var vElement = cell.find('v');
|
||||
if (vElement.length > 0) {
|
||||
var originalValue = vElement.text();
|
||||
|
||||
// Remove the <v> element
|
||||
vElement.remove();
|
||||
|
||||
// Set cell type to inline string and preserve the original value
|
||||
cell.attr('t', 'inlineStr');
|
||||
cell.append('<is><t>' + originalValue + '</t></is>');
|
||||
}
|
||||
}
|
||||
|
||||
// 🔹 Force K column as text (working correctly)
|
||||
$('row c[r^="K"]', sheet).each(function () {
|
||||
forceAsText($(this));
|
||||
});
|
||||
|
||||
// 🔹 Force L column as text with better preservation
|
||||
$('row c[r^="L"]', sheet).each(function () {
|
||||
forceAsTextPreserveOriginal($(this));
|
||||
});
|
||||
|
||||
// 🔹 Calculate total in AB (28th column)
|
||||
$('row c[r^="AB"] v', sheet).each(function () {
|
||||
var value = parseFloat($(this).text());
|
||||
if (!isNaN(value)) total += value;
|
||||
});
|
||||
|
||||
// 🔹 Append total row
|
||||
var lastRow = $('row:last', sheet);
|
||||
var rowIndex = parseInt(lastRow.attr('r')) + 2;
|
||||
var totalRow = '<row r="' + rowIndex + '">' +
|
||||
'<c t="inlineStr" r="AA' + rowIndex + '"><is><t>Total</t></is></c>' +
|
||||
'<c t="n" r="AB' + rowIndex + '"><v>' + total.toFixed(2) + '</v></c>' +
|
||||
'</row>';
|
||||
|
||||
$(sheet).find('sheetData').append(totalRow);
|
||||
},
|
||||
exportOptions: {
|
||||
orthogonal: 'sort' ,
|
||||
columns: ':not(:eq(3))' // skip the same 4th column
|
||||
},
|
||||
customizeData: function (data) {
|
||||
for (var i = 0; i < data.body.length; i++) {
|
||||
for (var j = 0; j < data.body[i].length; j++) {
|
||||
// Force 10th (index 9) & 11th (index 10) as text
|
||||
if (j === 9 || j === 10 || j === 11 || j === 12 ) {
|
||||
data.body[i][j] = '\u200C' + data.body[i][j];
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
}
|
||||
]
|
||||
}
|
||||
],
|
||||
language: {
|
||||
search: `
|
||||
<div class="datatable-search-wrapper">
|
||||
_INPUT_
|
||||
<i class="mdi mdi-magnify datatable-search-icon"></i>
|
||||
</div>`,
|
||||
searchPlaceholder: "Search"
|
||||
},
|
||||
paging: true, // Enable pagination
|
||||
pageLength: 10, // Set default number of rows per page (optional)
|
||||
ordering: false,
|
||||
// "footerCallback": function(row, data, start, end, display) {
|
||||
// var api = this.api();
|
||||
|
||||
// // Calculate column totals
|
||||
// var totalPremium = api.column(23).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// var total_rewards = api.column(26).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0); // Add initial value 0 here
|
||||
|
||||
// console.log('total_rewards - ' + total_rewards);
|
||||
|
||||
// var totalIrda = api.column(27).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// var totalBilled = api.column(28).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// var totalUnbilled = api.column(29).data().reduce(function(a, b) {
|
||||
// return parseFloat(a) + parseFloat(b) || 0;
|
||||
// }, 0);
|
||||
|
||||
// // Update the totals in the div above the table
|
||||
// $('#total_premium').text(totalPremium.toFixed(2));
|
||||
// $('#total_rewards').text(total_rewards.toFixed(2));
|
||||
// $('#total_irda').text(totalIrda.toFixed(2));
|
||||
// $('#total_billed').text(totalBilled.toFixed(2));
|
||||
// $('#total_unbilled').text(totalUnbilled.toFixed(2));
|
||||
// }
|
||||
"footerCallback": function(row, data, start, end, display) {
|
||||
var api = this.api();
|
||||
|
||||
// Calculate column totals (adjust indices based on VISIBLE columns)
|
||||
var totalPremium = api.column(20, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var total_rewards = api.column(23, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var totalIrda = api.column(24, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var totalBilled = api.column(25, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
var totalUnbilled = api.column(26, {search: 'applied'}).data().reduce(function(a, b) {
|
||||
return parseFloat(a) + parseFloat(b || 0);
|
||||
}, 0);
|
||||
|
||||
// Update the totals
|
||||
$('#total_premium').text(totalPremium.toFixed(2));
|
||||
$('#total_rewards').text(total_rewards.toFixed(2));
|
||||
$('#total_irda').text(totalIrda.toFixed(2));
|
||||
$('#total_billed').text(totalBilled.toFixed(2));
|
||||
$('#total_unbilled').text(totalUnbilled.toFixed(2));
|
||||
}
|
||||
});
|
||||
} else {
|
||||
console.error("Table atet found.");
|
||||
}
|
||||
});
|
||||
|
||||
// ----------------------------------------------------------------------------------------------------
|
||||
|
||||
function showCoShareStatementDetails(input){
|
||||
|
||||
let pt_id = $(input).data('id');
|
||||
console.log('pt_id', pt_id)
|
||||
|
||||
var myModal = new bootstrap.Modal(document.getElementById('centermodal'));
|
||||
myModal.show();
|
||||
|
||||
getCoShareStatementDetails(pt_id)
|
||||
}
|
||||
|
||||
|
||||
function getCoShareStatementDetails(pt_id){
|
||||
|
||||
let url = '<?= base_url('util/getCoShareStatementDetails/') ?>' + pt_id;
|
||||
|
||||
sendAjaxRequestForGlobal(url, 'GET', {}, function(response) {
|
||||
console.log('Data fetched successfully:', response);
|
||||
|
||||
if (response.status === true) {
|
||||
|
||||
appendTableData(response.data)
|
||||
|
||||
} else {
|
||||
toastr.warning(response.message, 'WARNING');
|
||||
}
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
console.error(xhr.responseText);
|
||||
});
|
||||
|
||||
}
|
||||
|
||||
function appendTableData(data) {
|
||||
|
||||
// Ensure the table body selector matches your table's structure
|
||||
let tableBody = $("#table_data");
|
||||
|
||||
// Clear the table body before appending new rows
|
||||
tableBody.empty();
|
||||
|
||||
// Loop through the data and append rows
|
||||
data.forEach(row => {
|
||||
let tableRow = `
|
||||
<tr>
|
||||
<td>${row.stmt_sno ?? '-'}</td>
|
||||
<td>${row.month ?? '-'}</td>
|
||||
<td>${row.sum_of_actual_amt ?? '-'}</td>
|
||||
<td>${row.invoice_no ?? '-'}</td>
|
||||
<td>${row.invoice_date ?? '-'}</td>
|
||||
<td>${row.invoice_status ?? '-'}</td>
|
||||
</tr>
|
||||
`;
|
||||
tableBody.append(tableRow);
|
||||
});
|
||||
}
|
||||
|
||||
|
||||
</script>
|
||||
Loading…
Reference in New Issue
Block a user