FEAT_IRBA_REPORTS_ADDED_SRINIVAS
This commit is contained in:
Srinivas-Saravanan
parent
f99dd816d6
commit
560d4328a8
@ -482,3 +482,12 @@ $routes->get("getBackToEnrolledDetails", "EmployeeRestController::getBackToEnrol
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// Ticketing System
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// Ticketing System End's
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//BDSReports
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$routes->group("/bdsReport", ["filter" => "authMVC"], function ($routes) {
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$routes->match( ['get', 'post'], 'irba_report','BDSReportController::irba_report');
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$routes->get('insurer_wise_data/(:any)','BDSReportController::Insurer_wise_Data/$1');
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$routes->get('bap_wise_data/(:any)','BDSReportController::Bap_Wise_Data/$1');
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});
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@ -14,10 +14,16 @@ use App\Models\InsurerBranchModel;
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use App\Models\PolicyTransactionModel;
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use App\Models\PTCOShareDetailsModel;
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use App\Models\COShareStmtDetailsModel;
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use App\Models\PolicyTypeModel;
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use CodeIgniter\API\ResponseTrait;
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class BDSReportController extends BaseController
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class BDSReportController extends AdminController
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{
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use ResponseTrait;
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protected $myLogger;
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protected $clientModel;
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protected $clientPolicyModel;
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@ -26,6 +32,7 @@ class BDSReportController extends BaseController
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protected $policyTransactionModel;
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protected $PTCOShareDetailsModel;
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protected $coShareStmtDetailsModel;
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protected $policyTypeModel;
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public function __construct()
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{
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@ -38,13 +45,122 @@ class BDSReportController extends BaseController
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$this->policyTransactionModel = new PolicyTransactionModel();
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$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
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$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
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$this->policyTypeModel = new PolicyTypeModel();
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}
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public function index()
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{
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//
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public function Insurer_wise_Data($insurerCategory,$fromDate,$toDate){
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$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
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$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
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if($insurerCategory == 0 || $insurerCategory == 1){
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$sql = "
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select ins.id,ins.name as insurers,
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COALESCE(SUM(CASE WHEN pt.action_type = 'inception' and pt.insurer_id = ins.id and ptp.policy_category = $insurerCategory THEN 1 ELSE 0 END), 0) AS Policies,
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COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id and ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS Premium,
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COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id and ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN stmt.reward + stmt.actual_bp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.actual_tp_brokerage_amt ELSE 0 END), 0) AS Revenue
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from insurers ins
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left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
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left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
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left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 and pt.policy_issue_date >= $fromDate and pt.policy_issue_date <= $toDate
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left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $insurerCategory
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where ins.is_active = 1 and (ptp.policy_category = $insurerCategory or ptp.policy_category is null)
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group by ins.id
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";
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$data['insurer_wise_data'] = $this->insurerModel->query($sql)->getResultArray();
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}else{
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$data['message'] = 'Insurer Category Not Valid';
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log_message('error',$data['message']);
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return $data;
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}
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return view('bds_report_Insurer_wise_Data',$data);
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}
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public function Bap_Wise_Data($insurerCategory,$fromDate,$toDate){
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$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
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$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
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if($insurerCategory == 0 || $insurerCategory == 1){
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$sql = "
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SELECT
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pot.bap AS bap,
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COALESCE(COUNT(DISTINCT pt.id), 0) AS Policies,
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COALESCE(SUM(co.actual_bp_amt + co.actual_tep_amt + co.actual_tp_amt), 0) AS Premium,
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COALESCE(SUM(co.reward + co.actual_bp_brokerage_amt + co.actual_tep_brokerage_amt + co.actual_tp_brokerage_amt), 0) AS Revenue
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FROM policy_type AS pot
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LEFT JOIN policy_transaction AS pt ON pot.id = pt.policy_type_id AND pt.is_active = 1 AND pt.action_type = 'inception' and pt.policy_issue_date >= $fromDate and pt.policy_issue_date <= $toDate
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LEFT JOIN pt_co_share_details AS ptco ON pt.id = ptco.pt_id AND ptco.is_active = 1
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LEFT JOIN co_share_stmt_details AS co ON ptco.id = co.co_share_id AND co.is_active = 1
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WHERE pot.is_active = 1
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AND pot.policy_category = $insurerCategory
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GROUP BY pot.bap;
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";
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$data['bap_wise_data'] = $this->policyTypeModel->query($sql)->getResultArray();
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}else{
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$data['message'] = 'Insurer Category Not Valid';
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log_message('error',$data['message']);
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return $data;
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}
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return view('bds_report_bap_wise_data',$data);
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}
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public function irba_report(){
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if ($this->request->getMethod()=='get'){
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$default_start = new \DateTime();
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$data['default_end'] = $default_start->format('d-m-Y');
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$data['default_start'] = $default_start->modify('-90 days')->format('d-m-Y');
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$data['categories'] = [
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'Life' => 'life','Non Life'=>'nonLife'
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];
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$data['report_type'] = [
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'Insurer'=> 'insurer',
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'BAP' => 'bap',
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'BAP-Client' => 'bapClient',
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'BAP-Insurer' =>'bapInsurer',
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'Client' =>'client'
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];
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return $this->loadLayout('irba_report',$data);
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}else{
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$fromDate = $this->request->getPost('fromDate');
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$toDate = $this->request->getPost('toDate');
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$category = $this->request->getPost('category');
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$report_type = $this->request->getPost('report_type');
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// log_message('error',json_encode($_POST));die();
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if($report_type == 'insurer'){
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$life = $category == 'life' ? 1:0;
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$viewData = $this->Insurer_wise_Data($life,$fromDate,$toDate);
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// Ensure $viewData is an array
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if (!is_array($viewData)) {
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$viewData = [];
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}
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$html = view('bds_report_Insurer_wise_Data', $viewData);
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return $this->respond(['status'=>true, 'html'=>$html], 200);
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}
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else if($report_type == 'bap'){
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$life = $category == 'life'?1:0;
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$viewData = $this->Bap_wise_Data($life,$fromDate,$toDate);
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// Ensure $viewData is an array
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if (!is_array($viewData)) {
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$viewData = [];
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}
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$html = view('bds_report_bap_wise_data', $viewData);
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return $this->respond(['status'=>true, 'html'=>$html], 200);
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}
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}
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}
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// -----------------------------------------------------------------------------------------
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}
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138
app/Views/bds_report_Insurer_wise_Data.php
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138
app/Views/bds_report_Insurer_wise_Data.php
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@ -0,0 +1,138 @@
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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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</style>
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<div class="col-12">
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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;">Employees</h4>
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</div>
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</div>
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<div class="table-responsive">
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<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>Insurer</th>
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<th>Policies</th>
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<th>Premium</th>
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<th>Revenue</th>
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</tr>
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</thead>
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<tbody>
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<?php foreach($insurer_wise_data as $data): ?>
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<tr>
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<td><?= $data['insurers'] ?></td>
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<td><?= $data['Policies'] ?></td>
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<td><?= $data['Premium'] ?></td>
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<td><?= $data['Revenue'] ?></td>
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</tr>
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<?php endforeach?>
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</tbody>
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<tfoot>
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<tr>
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<th>Total Amount</th>
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<th></th>
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<th></th>
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<th></th>
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</tr>
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</tfoot>
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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>
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<script>
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document.addEventListener("DOMContentLoaded", function() {
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// Select the table and footer cells
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const table = document.querySelector("#tickets-table");
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const tbody = table.querySelector("tbody");
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const footer = table.querySelector("tfoot tr");
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let totalPolicies = 0;
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let totalPremium = 0;
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let totalRevenue = 0;
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// Loop through each row in the table body and accumulate totals
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tbody.querySelectorAll("tr").forEach(row => {
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const policies = parseInt(row.cells[1].textContent) || 0;
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const premium = parseFloat(row.cells[2].textContent.replace(/[^0-9.-]+/g, "")) || 0;
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const revenue = parseFloat(row.cells[3].textContent.replace(/[^0-9.-]+/g, "")) || 0;
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totalPolicies += policies;
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totalPremium += premium;
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totalRevenue += revenue;
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});
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// Append totals to the footer
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footer.innerHTML = `
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<th>Grand Total</th>
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<th>${totalPolicies}</th>
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<th>${totalPremium.toFixed(2)}</th>
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<th>${totalRevenue.toFixed(2)}</th>
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`;
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});
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</script>
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<script>
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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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exportOptions: {
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orthogonal: 'sort'
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},
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}
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],
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language: {
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search: "_INPUT_",
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searchPlaceholder: "Search..."
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},
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paging: true, // Enable pagination
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pageLength: 10, // Set default number of rows per page (optional)
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ordering: false,
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});
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} else {
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console.error("Table atet found.");
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}
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});
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</script>
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138
app/Views/bds_report_bap_wise_data.php
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138
app/Views/bds_report_bap_wise_data.php
Normal file
@ -0,0 +1,138 @@
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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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</style>
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<div class="col-12">
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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;">Employees</h4>
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</div>
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</div>
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<div class="table-responsive">
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<table id="scroll-horizontal-datatable" class="table w-100 nowrap"> <thead class="bg-light">
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<tr>
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<th>Insurer</th>
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<th>Policies</th>
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<th>Premium</th>
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<th>Revenue</th>
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</tr>
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</thead>
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<tbody>
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<?php foreach($bap_wise_data as $data): ?>
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<tr>
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<td><?= $data['bap'] ?></td>
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<td><?= $data['Policies'] ?></td>
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<td><?= $data['Premium'] ?></td>
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<td><?= $data['Revenue'] ?></td>
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</tr>
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<?php endforeach?>
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</tbody>
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<tfoot>
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<tr>
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<th>Total Amount</th>
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<th></th>
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<th></th>
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<th></th>
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</tr>
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</tfoot>
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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>
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<script>
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document.addEventListener("DOMContentLoaded", function() {
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// Select the table and footer cells
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const table = document.querySelector("#tickets-table");
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const tbody = table.querySelector("tbody");
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const footer = table.querySelector("tfoot tr");
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let totalPolicies = 0;
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let totalPremium = 0;
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let totalRevenue = 0;
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// Loop through each row in the table body and accumulate totals
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tbody.querySelectorAll("tr").forEach(row => {
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const policies = parseInt(row.cells[1].textContent) || 0;
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const premium = parseFloat(row.cells[2].textContent.replace(/[^0-9.-]+/g, "")) || 0;
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const revenue = parseFloat(row.cells[3].textContent.replace(/[^0-9.-]+/g, "")) || 0;
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totalPolicies += policies;
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totalPremium += premium;
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totalRevenue += revenue;
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});
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// Append totals to the footer
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footer.innerHTML = `
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<th>Grand Total</th>
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<th>${totalPolicies}</th>
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<th>${totalPremium.toFixed(2)}</th>
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<th>${totalRevenue.toFixed(2)}</th>
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`;
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});
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</script>
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<script>
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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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exportOptions: {
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orthogonal: 'sort'
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},
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}
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],
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language: {
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search: "_INPUT_",
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searchPlaceholder: "Search..."
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},
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paging: true, // Enable pagination
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pageLength: 10, // Set default number of rows per page (optional)
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ordering: false,
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});
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} else {
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console.error("Table atet found.");
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}
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});
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</script>
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147
app/Views/irba_report.php
Normal file
147
app/Views/irba_report.php
Normal file
@ -0,0 +1,147 @@
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<div class="row">
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<div class="col-xl-12">
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<div id="accordion" class="mb-3">
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<div class="card mb-1">
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<h5 class="m-1">
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<a id="toggleIcon" class="text-dark float-right" data-toggle="collapse" href="#collapseOne"
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aria-expanded="true">
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<i id="icon" class="mdi mdi-chevron-down mr-1 text-primary" style="font-size: 28px;"></i>
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</a>
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</h5>
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<div id="collapseOne" class="collapse show" aria-labelledby="headingOne" data-parent="#accordion">
|
||||
<div class="card-body">
|
||||
<!-- <div class="text-center"> -->
|
||||
<div class="form-row">
|
||||
<div class="form-group col-md-4" id="date_div">
|
||||
<label>Date<span class="text-danger"></span></label>
|
||||
<div id="reportrange" class="form-control" style="background: #fff; cursor: pointer; padding: 5px 10px; border: 1px solid #ccc; width: 100%">
|
||||
<i class="fa fa-calendar"></i>
|
||||
<span></span> <i class="fa fa-caret-down"></i>
|
||||
</div>
|
||||
<input type="hidden" id="startDate" value=<?=$default_start?>>
|
||||
<input type="hidden" id="endDate" value=<?= $default_end?>>
|
||||
</div>
|
||||
|
||||
|
||||
<div class="form-group col-md-4">
|
||||
<label>Category<span class="text-danger"> *</span></label> <br />
|
||||
<select name="category" class="form-control" id="category" required>
|
||||
<option value="">Select</option>
|
||||
<?php foreach ($categories as $category => $key) : ?>
|
||||
<option value="<?=$key?>"><?= $category?></option>
|
||||
<?php endforeach ?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
|
||||
<div class="form-group col-md-4">
|
||||
<label>Report Type<span class="text-danger"> *</span></label> <br />
|
||||
<select class="form-control" id="report_type" required>
|
||||
<option value="0">Select</option>
|
||||
<?php foreach ($report_type as $reports => $key) : ?>
|
||||
<option value="<?=$key?>"><?= $reports?></option>
|
||||
<?php endforeach?>
|
||||
</select>
|
||||
</div>
|
||||
|
||||
|
||||
</div>
|
||||
<div class="row justify-content-end">
|
||||
|
||||
<div class="col-auto">
|
||||
<a href="#" class="btn btn-primary waves-effect waves-light" id="get-report-page" onclick="fetchReportPage(event);">Submit</a>
|
||||
</div>
|
||||
</div>
|
||||
<!-- </div> -->
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
</div>
|
||||
<div id="report"></div>
|
||||
|
||||
<script>
|
||||
$(function() {
|
||||
|
||||
var start = $('#startDate').val();
|
||||
var end = $('#endDate').val();
|
||||
|
||||
var start = moment(start, 'DD/MM/YYYY');
|
||||
var end = moment(end, 'DD/MM/YYYY');
|
||||
function cb(start, end) {
|
||||
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
|
||||
$('#startDate').val(start.format('DD-MM-YYYY'));
|
||||
$('#endDate').val(end.format('DD-MM-YYYY'));
|
||||
}
|
||||
|
||||
$('#reportrange').daterangepicker({
|
||||
startDate: start,
|
||||
endDate: end,
|
||||
ranges: {
|
||||
'Today': [moment(), moment()],
|
||||
'Yesterday': [moment().subtract(1, 'days'), moment().subtract(1, 'days')],
|
||||
'Last 7 Days': [moment().subtract(6, 'days'), moment()],
|
||||
'Last 30 Days': [moment().subtract(29, 'days'), moment()],
|
||||
'This Month': [moment().startOf('month'), moment().endOf('month')],
|
||||
'Last Month': [moment().subtract(1, 'month').startOf('month'), moment().subtract(1, 'month').endOf('month')]
|
||||
}
|
||||
}, cb);
|
||||
|
||||
cb(start, end);
|
||||
});
|
||||
</script>
|
||||
<script>
|
||||
$('#category').on('click', function(){
|
||||
var choosed_option = $('#category').val();
|
||||
if (choosed_option == 'life' ){
|
||||
$("#report_type option[value='insurer']").show();
|
||||
$("#report_type option[value='bap']").hide();
|
||||
$("#report_type option[value='bapClient']").hide();
|
||||
$("#report_type option[value='bapInsurer']").hide();
|
||||
$("#report_type option[value='client']").show();
|
||||
|
||||
}else if (choosed_option == 'nonLife'){
|
||||
$("#report_type option[value='insurer']").show();
|
||||
$("#report_type option[value='bap']").show();
|
||||
$("#report_type option[value='bapClient']").show();
|
||||
$("#report_type option[value='bapInsurer']").show();
|
||||
$("#report_type option[value='client']").hide();
|
||||
}
|
||||
})
|
||||
|
||||
function fetchReportPage(){
|
||||
|
||||
var fromDate = $('#startDate').val();
|
||||
var toDate = $('#endDate').val();
|
||||
var category = $('#category').val();
|
||||
var report_type = $('#report_type').val();
|
||||
var requestData = {
|
||||
fromDate:fromDate,
|
||||
toDate: toDate,
|
||||
category: category,
|
||||
report_type: report_type
|
||||
};
|
||||
console.log(typeof fromDate);
|
||||
var url = '<?= base_url('/bdsReport/irba_report') ?>';
|
||||
$('.loader').fadeIn();
|
||||
$('.loader-mask').fadeIn();
|
||||
sendAjaxRequestForGlobal(url, 'POST', requestData, function(response) {
|
||||
if (response.status == true){
|
||||
$('#report').html(response.html);
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
|
||||
}
|
||||
|
||||
|
||||
}, function(xhr, status, error) {
|
||||
console.error('Error fetching data:', error);
|
||||
console.error(xhr.responseText);
|
||||
toastr.error('An error occurred while fetching the report page.', 'ERROR');
|
||||
|
||||
$('.loader').fadeOut();
|
||||
$('.loader-mask').delay(350).fadeOut('slow');
|
||||
});
|
||||
}
|
||||
</script>
|
||||
@ -717,6 +717,9 @@
|
||||
<li>
|
||||
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
|
||||
</li>
|
||||
<li>
|
||||
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRBA Reports</a>
|
||||
</li>
|
||||
|
||||
<?php } ?>
|
||||
</ul>
|
||||
|
||||
Loading…
Reference in New Issue
Block a user