diff --git a/app/Config/Routes.php b/app/Config/Routes.php
index e18e3df7..9989ee54 100755
--- a/app/Config/Routes.php
+++ b/app/Config/Routes.php
@@ -501,6 +501,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("inception", ["filter" => "authMVC"], function ($routes) {
$routes->match(['get', 'post'], 'list', 'PolicyTransactionController::viewInception');
+ $routes->post('list/datatable', 'PolicyTransactionController::inceptionListDataTable');
+ $routes->post('list/clear-cache', 'PolicyTransactionController::clearInceptionListCache');
$routes->post("create", "PolicyTransactionController::createInceptionPolicy");
$routes->get("list/(:any)", "PolicyTransactionController::getInceptionDataForEdit/$1");
$routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@@ -511,6 +513,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("endorsement", ["filter" => "authMVC"], function ($routes) {
$routes->get("list", "PolicyTransactionController::viewEndorsement");
+ $routes->post("list/datatable", "PolicyTransactionController::endorsementListDataTable");
+ $routes->post("list/clear-cache", "PolicyTransactionController::clearEndorsementListCache");
$routes->post("create", "PolicyTransactionController::createEndorsementPolicy");
$routes->get("list/(:any)", "PolicyTransactionController::getEndorsementDataForEdit/$1");
$routes->get("remove/(:any)", "PolicyTransactionController::removeCDMaster/$1");
@@ -520,6 +524,8 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
$routes->group("report", ["filter" => "authMVC"], function ($routes) {
$routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
+ $routes->post("list/datatable", "PolicyTransactionController::reportBDSDataTable");
+ $routes->post("list/clear-cache", "PolicyTransactionController::clearReportBDSCache");
$routes->match(['get', 'post'],"list_new", "PolicyTransactionController::reportBDSNew");
$routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
$routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");
diff --git a/app/Controllers/PolicyTransactionController.php b/app/Controllers/PolicyTransactionController.php
index f793af2a..818c3d1f 100644
--- a/app/Controllers/PolicyTransactionController.php
+++ b/app/Controllers/PolicyTransactionController.php
@@ -602,59 +602,9 @@ class PolicyTransactionController extends BaseController
'policy_end_date' => 'Policy End Date',
];
- // Filter data
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $status = $this->request->getGet('status');
-
- // Handle null or empty values
- $start_date = empty($start_date) ? 0 : $start_date;
- $end_date = empty($end_date) ? 0 : $end_date;
- $client_id = empty($client_id) ? 0 : $client_id;
- $insurer_id = empty($insurer_id) ? 0 : $insurer_id;
- $policy_type_id = empty($policy_type_id) ? 0 : $policy_type_id;
- $date_type = empty($date_type) ? 0 : $date_type;
- $issuer = empty($issuer) ? 0 : $issuer;
- $status = empty($status) ? 0 : $status; // Corrected from `$issuer`
-
- if(empty($bds_edit_pt_id) && empty($view)){
- if ($this->request->is('get')) {
-
- // Fetch inception data list
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date,
- $end_date,
- $client_id,
- $insurer_id,
- $policy_type_id,
- $date_type,
- $issuer,
- $status
- );
- } else {
-
- $ids = $this->request->getPost('ids');
- $ids = array_filter(explode(',', $ids));
- $data['inception_data_list'] = $this->policyTransactionModel->getInceptionTranctionListData(
- $start_date = 0,
- $end_date = 0,
- $client_id = 0,
- $insurer_id = 0,
- $policy_type_id = 0,
- $date_type = 0,
- $issuer = 0,
- $status = 0,
- $ids
- );
- }
- }else{
- $data['inception_data_list'] = [];
- }
+ // List rows are loaded via server-side DataTables AJAX.
+ $data['inception_data_list'] = [];
+ $data['inception_filters'] = $this->buildInceptionFiltersFromRequest();
@@ -746,6 +696,136 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('policy_transaction_inception_list', $data);
}
+ public function inceptionListDataTable()
+ {
+ if (!$this->request->isAJAX()) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Invalid request.',
+ ]);
+ }
+
+ $draw = (int) ($this->request->getPost('draw') ?? 0);
+ $start = max(0, (int) ($this->request->getPost('start') ?? 0));
+ $length = (int) ($this->request->getPost('length') ?? 10);
+ $search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
+
+ $filters = $this->buildInceptionFiltersFromRequest();
+ $result = $this->policyTransactionModel->getInceptionTranctionListDataTable(
+ $draw,
+ $start,
+ $length,
+ $search,
+ $filters
+ );
+
+ $rows = [];
+ foreach ($result['data'] as $index => $row) {
+ $rows[] = $this->formatInceptionRowForDataTable($row, $start + $index + 1);
+ }
+
+ return $this->response->setJSON([
+ 'draw' => $result['draw'],
+ 'recordsTotal' => $result['recordsTotal'],
+ 'recordsFiltered' => $result['recordsFiltered'],
+ 'data' => $rows,
+ 'cache_expires_in_ms' => $result['cache_expires_in_ms'] ?? 300000,
+ ]);
+ }
+
+ public function clearInceptionListCache()
+ {
+ if (!$this->request->isAJAX()) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Invalid request.',
+ ]);
+ }
+
+ session()->set('inception_list_cache_version', time());
+
+ return $this->response->setJSON([
+ 'status' => true,
+ 'message' => 'Inception list cache cleared.',
+ ]);
+ }
+
+ protected function buildInceptionFiltersFromRequest(): array
+ {
+ $normalize = static function ($value) {
+ return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
+ };
+
+ $ids = [];
+ if ($this->request->is('post')) {
+ $postIds = $this->request->getPost('ids') ?? '';
+ $ids = array_filter(explode(',', (string) $postIds));
+ }
+
+ return [
+ 'start_date' => $normalize($this->request->getGet('start_date') ?? $this->request->getPost('start_date')),
+ 'end_date' => $normalize($this->request->getGet('end_date') ?? $this->request->getPost('end_date')),
+ 'client_id' => $normalize($this->request->getGet('client_id') ?? $this->request->getPost('client_id')),
+ 'insurer_id' => $normalize($this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id')),
+ 'policy_type_id' => $normalize($this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id')),
+ 'date_type' => $normalize($this->request->getGet('date_type') ?? $this->request->getPost('date_type')),
+ 'issuer' => $normalize($this->request->getGet('issuer') ?? $this->request->getPost('issuer')),
+ 'status' => $normalize($this->request->getGet('status') ?? $this->request->getPost('status')),
+ 'ids' => $ids,
+ 'cache_version' => (int) (session()->get('inception_list_cache_version') ?? 1),
+ ];
+ }
+
+ protected function formatInceptionRowForDataTable(array $row, int $serialNo): array
+ {
+ $issuerMap = [1 => 'JIBS', 2 => 'Nhance'];
+ $issuingTypeMap = [1 => 'Fresh', 2 => 'Renewal', 3 => 'Roll Over'];
+ $clientTypeMap = [1 => 'Group', 2 => 'Individual'];
+ $policyStatusMap = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ 'lost' => 'Lost',
+ ];
+
+ $clientBranch = ((int) ($row['client_type'] ?? 0) === 2)
+ ? (($row['client_name'] ?? 'N/A') . ' - ' . (!empty($row['pan']) ? $row['pan'] : 'N/A'))
+ : (($row['client_short_name'] ?? 'N/A') . ' - ' . ($row['client_branch_name'] ?? 'N/A'));
+
+ $editAction = 'Edit';
+ $deleteAction = '';
+ if ((int) get_role_id() === 5) {
+ $deleteAction = 'Delete';
+ }
+
+ $actionHtml = '';
+
+ return [
+ 0 => $serialNo,
+ 1 => $issuerMap[$row['issuer'] ?? 2] ?? 'Nhance',
+ 2 => $issuingTypeMap[$row['issue_type'] ?? 0] ?? 'N/A',
+ 3 => $clientTypeMap[$row['client_type'] ?? 0] ?? 'N/A',
+ 4 => $clientBranch,
+ 5 => $row['insurer_short_name'] ?: 'N/A',
+ 6 => $row['policy_type'] ?: 'N/A',
+ 7 => $row['policy_no'] ?: 'N/A',
+ 8 => empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])),
+ 9 => empty($row['policy_start_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_start_date'])),
+ 10 => empty($row['policy_end_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_end_date'])),
+ 11 => $row['emp_count'] ?: '0',
+ 12 => $row['dependent_count'] ?: '0',
+ 13 => $policyStatusMap[$row['status'] ?? ''] ?? 'N/A',
+ 14 => $row['user_name'] ?: 'N/A',
+ 15 => $actionHtml,
+ ];
+ }
+
public function viewInception2()
{
$bds_edit_pt_id = $this->request->getGet('pt_id') ?? null;
@@ -921,6 +1001,8 @@ class PolicyTransactionController extends BaseController
// policy Transaction Create function start
public function createInceptionPolicy()
{
+ session()->set('inception_list_cache_version', time());
+
$post_data = $this->request->getPost();
$rules = [
@@ -2391,31 +2473,8 @@ class PolicyTransactionController extends BaseController
'policy_end_date' => 'Policy End Date',
];
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $status = $this->request->getGet('status');
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
- $status = (!isset($status) || $status === '' || $status === null) ? 0 : $status;
-
- if($bds_edit_pt_id == null){
- $data['endorsement_data_list'] = $this->policyTransactionModel->getEndorsementTranctionListData($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
- }else{
- $data['endorsement_data_list'] = [];
- }
+ $data['endorsement_data_list'] = [];
+ $data['endorsement_filters'] = $this->buildEndorsementFiltersFromRequest();
$data['client'] = $this->clientModel->where('is_active', 1)->findAll();
$data['policy_types'] = $this->policyTypeModel->where('is_active', 1)->findAll();
@@ -2434,6 +2493,134 @@ class PolicyTransactionController extends BaseController
$this->loadLayout('policy_transaction_endorsement_list', $data);
}
+ public function endorsementListDataTable()
+ {
+ if (!$this->request->isAJAX()) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Invalid request.',
+ ]);
+ }
+
+ $draw = (int) ($this->request->getPost('draw') ?? 0);
+ $start = max(0, (int) ($this->request->getPost('start') ?? 0));
+ $length = (int) ($this->request->getPost('length') ?? 10);
+ $search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
+
+ $filters = $this->buildEndorsementFiltersFromRequest();
+ $result = $this->policyTransactionModel->getEndorsementTranctionListDataTable(
+ $draw,
+ $start,
+ $length,
+ $search,
+ $filters
+ );
+
+ $rows = [];
+ foreach ($result['data'] as $index => $row) {
+ $rows[] = $this->formatEndorsementRowForDataTable($row, $start + $index + 1);
+ }
+
+ return $this->response->setJSON([
+ 'draw' => $result['draw'],
+ 'recordsTotal' => $result['recordsTotal'],
+ 'recordsFiltered' => $result['recordsFiltered'],
+ 'data' => $rows,
+ 'cache_expires_in_ms' => $result['cache_expires_in_ms'] ?? 300000,
+ ]);
+ }
+
+ public function clearEndorsementListCache()
+ {
+ if (!$this->request->isAJAX()) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Invalid request.',
+ ]);
+ }
+
+ session()->set('endorsement_list_cache_version', time());
+
+ return $this->response->setJSON([
+ 'status' => true,
+ 'message' => 'Endorsement list cache cleared.',
+ ]);
+ }
+
+ protected function buildEndorsementFiltersFromRequest(): array
+ {
+ $normalize = static function ($value) {
+ return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
+ };
+
+ return [
+ 'start_date' => $normalize($this->request->getGet('start_date') ?? $this->request->getPost('start_date')),
+ 'end_date' => $normalize($this->request->getGet('end_date') ?? $this->request->getPost('end_date')),
+ 'client_id' => $normalize($this->request->getGet('client_id') ?? $this->request->getPost('client_id')),
+ 'insurer_id' => $normalize($this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id')),
+ 'policy_type_id' => $normalize($this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id')),
+ 'date_type' => $normalize($this->request->getGet('date_type') ?? $this->request->getPost('date_type')),
+ 'issuer' => $normalize($this->request->getGet('issuer') ?? $this->request->getPost('issuer')),
+ 'status' => $normalize($this->request->getGet('status') ?? $this->request->getPost('status')),
+ 'cache_version' => (int) (session()->get('endorsement_list_cache_version') ?? 1),
+ ];
+ }
+
+ protected function formatEndorsementRowForDataTable(array $row, int $serialNo): array
+ {
+ $issuerMap = [1 => 'JIBS', 2 => 'Nhance'];
+ $policyStatusMap = [
+ 'under_process' => 'Under Process',
+ 'client_pending' => 'Client Pending',
+ 'insurer_pending' => 'Insurer Pending',
+ 'co_insurer_pending' => 'Co-Insurer Pending',
+ 'tpa_pending' => 'TPA Pending',
+ 'validated' => 'Validated',
+ 'cancelled' => 'Cancelled',
+ 'instalment_pending' => 'Instalment Pending',
+ 'completed' => 'Completed',
+ ];
+ $actionTypeMap = [
+ 'addition' => 'Addition',
+ 'deletion' => 'Deletion',
+ 'addition_deletion' => 'Addition & Deletion',
+ 'si_enhancement' => 'SI Enhancement',
+ 'combo_a_d_si' => 'Combo A, D & SI',
+ 'correction' => 'Correction',
+ 'baby_addition' => 'Baby Addition',
+ 'policy_instalment' => 'Policy Instalment',
+ 'addition_inception' => 'Addition-Inception',
+ 'bds_correction' => 'BDS Correction',
+ 'policy_correction' => 'Policy Correction',
+ 'policy_cancellation' => 'Policy Cancellation',
+ ];
+
+ $editAction = 'Edit';
+ $deleteAction = '';
+ if ((int) get_role_id() === 5) {
+ $deleteAction = 'Delete';
+ }
+
+ $actionHtml = '';
+
+ return [
+ 0 => $serialNo,
+ 1 => $issuerMap[$row['issuer'] ?? 0] ?? 'N/A',
+ 2 => $row['client_short_name'] ?: 'N/A',
+ 3 => $row['client_branch_name'] ?: 'N/A',
+ 4 => $row['insurer_short_name'] ?: 'N/A',
+ 5 => $row['policy_type'] ?: 'N/A',
+ 6 => $actionTypeMap[$row['action_type'] ?? ''] ?? 'N/A',
+ 7 => $row['endorsement_no'] ?: 'N/A',
+ 8 => empty($row['data_received_date']) ? 'N/A' : date('d/m/Y', strtotime($row['data_received_date'])),
+ 9 => $row['emp_count'] ?: '0',
+ 10 => $row['dependent_count'] ?: '0',
+ 11 => empty($row['policy_issue_date']) ? 'N/A' : date('d/m/Y', strtotime($row['policy_issue_date'])),
+ 12 => $policyStatusMap[$row['status'] ?? ''] ?? 'N/A',
+ 13 => $actionHtml,
+ ];
+ }
+
public function viewEndorsement2()
{
// echo '';
@@ -2530,6 +2717,8 @@ class PolicyTransactionController extends BaseController
public function createEndorsementPolicy()
{
+ session()->set('endorsement_list_cache_version', time());
+
// $id = $this->request->getPost('id');
$rules = [
// ==========================================
@@ -3793,65 +3982,230 @@ class PolicyTransactionController extends BaseController
$data['users'] = $this->userModel->where('is_active', 1)->findAll();
$data['policy_count'] = $this->policyTransactionModel->where('is_active', 1)->countAllResults();
-
- //filter datas
- $start_date = $this->request->getGet('start_date');
- $end_date = $this->request->getGet('end_date');
- $client_id = $this->request->getGet('client_id');
- $insurer_id = $this->request->getGet('insurer_id');
- $policy_type_id = $this->request->getGet('policy_type_id');
- $date_type = $this->request->getGet('date_type');
- $issuer = $this->request->getGet('issuer');
- $client_branch_id = $this->request->getGet('client_branch_id');
- $insurer_branch_id = $this->request->getGet('insurer_branch_id');
- $client_policy_id = $this->request->getGet('client_policy_id');
- $user_id = $this->request->getGet('user_id');
-
- if ($date_type == 'statement_month') {
- $start_date = (string)date('Y-m-01', strtotime($start_date));
- $end_date = (string)date('Y-m-31', strtotime($end_date));
- }
-
- // dd($start_date, $end_date, $date_type);
-
- $start_date = (!isset($start_date) || $start_date === '' || $start_date === null) ? 0 : $start_date;
- $end_date = (!isset($end_date) || $end_date === '' || $end_date === null) ? 0 : $end_date;
-
- $client_id = (!isset($client_id) || $client_id === '' || $client_id === null) ? 0 : $client_id;
- $insurer_id = (!isset($insurer_id) || $insurer_id === '' || $insurer_id === null) ? 0 : $insurer_id;
- $policy_type_id = (!isset($policy_type_id) || $policy_type_id === '' || $policy_type_id === null) ? 0 : $policy_type_id;
- $date_type = (!isset($date_type) || $date_type === '' || $date_type === null) ? 0 : $date_type;
- $issuer = (!isset($issuer) || $issuer === '' || $issuer === null) ? 0 : $issuer;
- $client_branch_id = (!isset($client_branch_id) || $client_branch_id === '' || $client_branch_id === null) ? 0 : $client_branch_id;
- $insurer_branch_id = (!isset($insurer_branch_id) || $insurer_branch_id === '' || $insurer_branch_id === null) ? 0 : $insurer_branch_id;
- $client_policy_id = (!isset($client_policy_id) || $client_policy_id === '' || $client_policy_id === null) ? 0 : $client_policy_id;
- $user_id = (!isset($user_id) || $user_id === '' || $user_id === null) ? 0 : $user_id;
- if ($this->request->is('post')) {
- $request_post_data = $this->request->getPost();
- $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
- $isFromDashboard = $sanitized_post_data["is_dashboard"];
-
- if (isset($isFromDashboard) && !empty($isFromDashboard) && $isFromDashboard == 1) {
- $ids = $sanitized_post_data['ids'];
-
- $ids = array_filter(explode(',', $ids));
-
- if (!empty($ids)) {
- $idsStr = implode(',', array_map('intval', $ids)); // sanitize IDs to be integers
- $where = "policy_transaction.id IN ($idsStr)";
- } else {
- $where = []; // No valid IDs, return empty result
- }
- }
- // dd($ids);
- }
- //Actual data for the list
- $data['report_list'] = $this->policyTransactionModel->getBDSReportList($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $client_branch_id, $insurer_branch_id, $client_policy_id, $user_id, isset($where) ? $where : '');
+ // List data loaded via server-side DataTables AJAX
+ $data['report_list'] = [];
+ $data['bds_filters'] = $this->buildBDSReportFiltersFromRequest();
// dd($data);
$this->loadLayout('report_bds_filter', $data);
}
+ /**
+ * Server-side DataTables endpoint for BDS report list.
+ */
+ public function reportBDSDataTable()
+ {
+ if (!$this->request->isAJAX()) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Invalid request.',
+ ]);
+ }
+
+ $draw = (int) ($this->request->getPost('draw') ?? 0);
+ $start = max(0, (int) ($this->request->getPost('start') ?? 0));
+ $length = (int) ($this->request->getPost('length') ?? 10);
+ $search = trim((string) ($this->request->getPost('search')['value'] ?? ''));
+
+ $filters = $this->buildBDSReportFiltersFromRequest();
+
+ $result = $this->policyTransactionModel->getBDSReportListDataTable(
+ $draw,
+ $start,
+ $length,
+ $search,
+ $filters
+ );
+
+ $serialStart = $start + 1;
+ $data = [];
+
+ foreach ($result['data'] as $index => $row) {
+ $data[] = $this->formatBdsReportRowForDataTable($row, $serialStart + $index);
+ }
+
+ return $this->response->setJSON([
+ 'draw' => $result['draw'],
+ 'recordsTotal' => $result['recordsTotal'],
+ 'recordsFiltered' => $result['recordsFiltered'],
+ 'data' => $data,
+ 'totals' => $result['totals'],
+ ]);
+ }
+
+ public function clearReportBDSCache()
+ {
+ if (!$this->request->isAJAX()) {
+ return $this->response->setStatusCode(400)->setJSON([
+ 'status' => false,
+ 'message' => 'Invalid request.',
+ ]);
+ }
+
+ session()->set('bds_report_cache_version', time());
+
+ return $this->response->setJSON([
+ 'status' => true,
+ 'message' => 'BDS report cache cleared.',
+ ]);
+ }
+
+ /**
+ * Normalize BDS report filter params from the current request.
+ */
+ protected function buildBDSReportFiltersFromRequest(): array
+ {
+ $start_date = $this->request->getGet('start_date') ?? $this->request->getPost('start_date');
+ $end_date = $this->request->getGet('end_date') ?? $this->request->getPost('end_date');
+ $client_id = $this->request->getGet('client_id') ?? $this->request->getPost('client_id');
+ $insurer_id = $this->request->getGet('insurer_id') ?? $this->request->getPost('insurer_id');
+ $policy_type_id = $this->request->getGet('policy_type_id') ?? $this->request->getPost('policy_type_id');
+ $date_type = $this->request->getGet('date_type') ?? $this->request->getPost('date_type');
+ $issuer = $this->request->getGet('issuer') ?? $this->request->getPost('issuer');
+ $client_branch_id = $this->request->getGet('client_branch_id') ?? $this->request->getPost('client_branch_id');
+ $insurer_branch_id = $this->request->getGet('insurer_branch_id') ?? $this->request->getPost('insurer_branch_id');
+ $client_policy_id = $this->request->getGet('client_policy_id') ?? $this->request->getPost('client_policy_id');
+ $user_id = $this->request->getGet('user_id') ?? $this->request->getPost('user_id');
+
+ if ($date_type == 'statement_month' && $start_date && $end_date) {
+ $start_date = (string) date('Y-m-01', strtotime($start_date));
+ $end_date = (string) date('Y-m-31', strtotime($end_date));
+ }
+
+ $normalize = static function ($value) {
+ return (!isset($value) || $value === '' || $value === null) ? 0 : $value;
+ };
+
+ $where = '';
+ if ($this->request->is('post')) {
+ $request_post_data = $this->request->getPost();
+ $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
+ $isFromDashboard = $sanitized_post_data['is_dashboard'] ?? null;
+
+ if (isset($isFromDashboard) && !empty($isFromDashboard) && (int) $isFromDashboard === 1) {
+ $ids = array_filter(explode(',', $sanitized_post_data['ids'] ?? ''));
+
+ if (!empty($ids)) {
+ $idsStr = implode(',', array_map('intval', $ids));
+ $where = "policy_transaction.id IN ($idsStr)";
+ } else {
+ $where = [];
+ }
+ }
+ }
+
+ return [
+ 'start_date' => $normalize($start_date),
+ 'end_date' => $normalize($end_date),
+ 'client_id' => $normalize($client_id),
+ 'insurer_id' => $normalize($insurer_id),
+ 'policy_type_id' => $normalize($policy_type_id),
+ 'date_type' => $normalize($date_type),
+ 'issuer' => $normalize($issuer),
+ 'client_branch_id' => $normalize($client_branch_id),
+ 'insurer_branch_id' => $normalize($insurer_branch_id),
+ 'client_policy_id' => $normalize($client_policy_id),
+ 'user_id' => $normalize($user_id),
+ 'where' => $where,
+ 'cache_version' => (int) (session()->get('bds_report_cache_version') ?? 1),
+ ];
+ }
+
+ /**
+ * Format a single BDS report row for DataTables output.
+ */
+ protected function formatBdsReportRowForDataTable(array $row, int $serialNo): array
+ {
+ $hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
+ $actionType = strtolower((string) ($row['action_type'] ?? ''));
+ $editBaseUrl = $actionType === 'policy'
+ ? base_url('policy_tranction/inception/list')
+ : base_url('policy_tranction/endorsement/list');
+ $editLink = $editBaseUrl . '?pt_id=' . ($row['id'] ?? '');
+ $totalIrdaAmt = $row['total_irda_amt'] ?? '0.00';
+ $unbilled = isset($row['unbilled_amount']) ? number_format((float) $row['unbilled_amount'], 2, '.', '') : '0.00';
+
+ $fmtDate = static function ($value) {
+ return empty($value) ? 'N/A' : change_date_format($value, 'Y-m-d', 'd/m/Y');
+ };
+
+ $fmtNum = static function ($value, int $decimals = 2) {
+ return number_format((float) ($value ?? 0), $decimals, '.', '');
+ };
+
+ $na = static function ($value) {
+ return ($value !== null && $value !== '') ? $value : 'N/A';
+ };
+
+ $cells = [
+ $serialNo . ' ',
+ $na($row['user_name'] ?? null),
+ $na($row['policy_issue_month'] ?? null),
+ $na($row['revenue_type'] ?? null),
+ $na($row['client_type'] ?? null),
+ $na($row['client_name'] ?? null),
+ $na($row['action_type'] ?? null),
+ $na($row['policy_type'] ?? null),
+ $na($row['bap'] ?? null),
+ $na($row['vehicle_no'] ?? null),
+ $na($row['policy_no'] ?? null),
+ $na($row['endorsement_no'] ?? null),
+ $na($row['insurer_branch_name'] ?? null),
+ $fmtDate($row['endorse_eff_date'] ?? null),
+ $fmtDate($row['policy_start_date'] ?? null),
+ $fmtDate($row['policy_end_date'] ?? null),
+ $na($row['ref'] ?? null),
+ $na($row['remarks'] ?? null),
+ $hasIrda ? ($row['bp_amt'] ?: '0.00') : '0.00',
+ $hasIrda ? ($row['tp_or_ter'] ?: '0.00') : '0.00',
+ $hasIrda ? ($row['premium_wo_gst'] ?: '0.00') : '0.00',
+ $hasIrda ? ($row['total_premium'] ?: '0.00') : '0.00',
+ ($hasIrda ? ($row['agreed_bp_per'] ?: '0.00') : '0.00') . '%',
+ ($hasIrda ? ($row['agreed_tp_or_ter_per'] ?: '0.00') : '0.00') . '%',
+ isset($row['reward']) ? $row['reward'] : '0.00',
+ '' . $totalIrdaAmt . '',
+ '' . (empty($row['billed_amt']) ? '0.00' : $row['billed_amt']) . '',
+ '' . $unbilled . '',
+ $na($row['salse_person_name'] ?? null),
+ $na($row['service_person_name'] ?? null),
+ $na($row['nhance_branch'] ?? null),
+ $na($row['installment'] ?? null),
+ $fmtDate($row['data_received_date'] ?? null),
+ $fmtDate($row['renewal_date'] ?? null),
+ $row['co_share'] ?? 'No',
+ $row['bro_payable_by'] ?? 'No',
+ $na($row['salse_manager_name'] ?? null),
+ $na($row['service_manager_name'] ?? null),
+ $na($row['service_branch'] ?? null),
+ $fmtDate($row['rollover_date'] ?? null),
+ $na($row['policy_holder_name'] ?? null),
+ $row['same_as_proposer'] ?? 'No',
+ $na($row['follower_policy_no'] ?? null),
+ $fmtNum($row['co_share_per'] ?? 0),
+ $fmtNum($row['non_comm_per_amt'] ?? 0),
+ $fmtNum($row['bp_igst'] ?? 0),
+ $fmtNum($row['bp_sgst'] ?? 0),
+ $fmtNum($row['bp_cgst'] ?? 0),
+ $fmtNum($row['stamp_duty'] ?? 0),
+ $fmtNum($row['standerd_bp_per'] ?? 0),
+ $fmtNum($row['standerd_tp_per'] ?? 0),
+ $fmtNum($row['actual_bp_amt'] ?? 0),
+ $fmtNum($row['actual_tp_amt'] ?? 0),
+ $fmtNum($row['actual_bp_per'] ?? 0),
+ $fmtNum($row['actual_tp_per'] ?? 0),
+ $fmtNum($row['actual_tep_brokerage_amt'] ?? 0),
+ $fmtNum($row['actual_tp_brokerage_amt'] ?? 0),
+ $na($row['cd_ac_no'] ?? null),
+ ];
+
+ $rowData = ['DT_RowAttr' => ['data-id' => $row['pt_id'] ?? '']];
+ foreach ($cells as $index => $cell) {
+ $rowData[$index] = $cell;
+ }
+
+ return $rowData;
+ }
+
public function reportVarience()
{
$data['tab_name'] = 'Variance Report';
diff --git a/app/Models/PolicyTransactionModel.php b/app/Models/PolicyTransactionModel.php
index 2e520918..4f051a66 100644
--- a/app/Models/PolicyTransactionModel.php
+++ b/app/Models/PolicyTransactionModel.php
@@ -1136,6 +1136,136 @@
return $data;
}
+ public function getCachedInceptionTranctionListData(array $filters): array
+ {
+ $cacheKey = 'inception_list_v1_' . md5(json_encode($filters));
+ $cache = \Config\Services::cache();
+ $cached = $cache->get($cacheKey);
+
+ if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
+ return $cached;
+ }
+
+ $ttl = 300;
+ $rows = $this->getInceptionTranctionListData(
+ $filters['start_date'] ?? 0,
+ $filters['end_date'] ?? 0,
+ $filters['client_id'] ?? 0,
+ $filters['insurer_id'] ?? 0,
+ $filters['policy_type_id'] ?? 0,
+ $filters['date_type'] ?? 0,
+ $filters['issuer'] ?? 0,
+ $filters['status'] ?? 0,
+ $filters['ids'] ?? null
+ );
+
+ $payload = [
+ 'rows' => $rows,
+ 'expires_at' => time() + $ttl,
+ ];
+ $cache->save($cacheKey, $payload, $ttl);
+
+ return $payload;
+ }
+
+ public function filterInceptionTranctionRowsBySearch(array $rows, string $searchValue): array
+ {
+ $needle = mb_strtolower(trim($searchValue));
+ if ($needle === '') {
+ return $rows;
+ }
+
+ $issuerMap = [1 => 'jibs', 2 => 'nhance'];
+ $issueTypeMap = [1 => 'fresh', 2 => 'renewal', 3 => 'roll over'];
+ $clientTypeMap = [1 => 'group', 2 => 'individual'];
+ $statusMap = [
+ 'under_process' => 'under process',
+ 'client_pending' => 'client pending',
+ 'insurer_pending' => 'insurer pending',
+ 'co_insurer_pending' => 'co-insurer pending',
+ 'tpa_pending' => 'tpa pending',
+ 'validated' => 'validated',
+ 'cancelled' => 'cancelled',
+ 'instalment_pending' => 'instalment pending',
+ 'completed' => 'completed',
+ 'lost' => 'lost',
+ ];
+
+ $fields = [
+ 'client_name',
+ 'client_short_name',
+ 'client_branch_name',
+ 'insurer_short_name',
+ 'policy_type',
+ 'policy_no',
+ 'user_name',
+ 'status',
+ 'pan',
+ ];
+
+ return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $issueTypeMap, $clientTypeMap, $statusMap) {
+ foreach ($fields as $field) {
+ $value = $row[$field] ?? '';
+ if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
+ return true;
+ }
+ }
+
+ // Search by rendered labels shown in list columns.
+ $issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
+ if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
+ return true;
+ }
+
+ $issueTypeText = $issueTypeMap[(int) ($row['issue_type'] ?? 0)] ?? '';
+ if ($issueTypeText !== '' && mb_strpos($issueTypeText, $needle) !== false) {
+ return true;
+ }
+
+ $clientTypeText = $clientTypeMap[(int) ($row['client_type'] ?? 0)] ?? '';
+ if ($clientTypeText !== '' && mb_strpos($clientTypeText, $needle) !== false) {
+ return true;
+ }
+
+ $statusCode = (string) ($row['status'] ?? '');
+ $statusText = $statusMap[$statusCode] ?? '';
+ if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
+ return true;
+ }
+
+ return false;
+ }));
+ }
+
+ public function getInceptionTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
+ {
+ $cached = $this->getCachedInceptionTranctionListData($filters);
+ $allRows = $cached['rows'] ?? [];
+ $recordsTotal = count($allRows);
+
+ if ($searchValue !== '') {
+ $allRows = $this->filterInceptionTranctionRowsBySearch($allRows, $searchValue);
+ }
+
+ $recordsFiltered = count($allRows);
+
+ if ($length < 0) {
+ $length = $recordsFiltered;
+ }
+
+ $pageRows = $length > 0
+ ? array_slice(array_values($allRows), $start, $length)
+ : array_values($allRows);
+
+ return [
+ 'draw' => $draw,
+ 'recordsTotal' => $recordsTotal,
+ 'recordsFiltered' => $recordsFiltered,
+ 'data' => $pageRows,
+ 'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
+ ];
+ }
+
public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
@@ -1248,6 +1378,136 @@
return $builder->get()->getResultArray();
}
+ public function getCachedEndorsementTranctionListData(array $filters): array
+ {
+ $cacheKey = 'endorsement_list_v1_' . md5(json_encode($filters));
+ $cache = \Config\Services::cache();
+ $cached = $cache->get($cacheKey);
+
+ if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
+ return $cached;
+ }
+
+ $ttl = 300;
+ $rows = $this->getEndorsementTranctionListData(
+ $filters['start_date'] ?? 0,
+ $filters['end_date'] ?? 0,
+ $filters['client_id'] ?? 0,
+ $filters['insurer_id'] ?? 0,
+ $filters['policy_type_id'] ?? 0,
+ $filters['date_type'] ?? 0,
+ $filters['issuer'] ?? 0,
+ $filters['status'] ?? 0
+ );
+
+ $payload = [
+ 'rows' => $rows,
+ 'expires_at' => time() + $ttl,
+ ];
+ $cache->save($cacheKey, $payload, $ttl);
+
+ return $payload;
+ }
+
+ public function filterEndorsementTranctionRowsBySearch(array $rows, string $searchValue): array
+ {
+ $needle = mb_strtolower(trim($searchValue));
+ if ($needle === '') {
+ return $rows;
+ }
+
+ $issuerMap = [1 => 'jibs', 2 => 'nhance'];
+ $statusMap = [
+ 'under_process' => 'under process',
+ 'client_pending' => 'client pending',
+ 'insurer_pending' => 'insurer pending',
+ 'co_insurer_pending' => 'co-insurer pending',
+ 'tpa_pending' => 'tpa pending',
+ 'validated' => 'validated',
+ 'cancelled' => 'cancelled',
+ 'instalment_pending' => 'instalment pending',
+ 'completed' => 'completed',
+ ];
+ $actionTypeMap = [
+ 'addition' => 'addition',
+ 'deletion' => 'deletion',
+ 'addition_deletion' => 'addition & deletion',
+ 'si_enhancement' => 'si enhancement',
+ 'combo_a_d_si' => 'combo a, d & si',
+ 'correction' => 'correction',
+ 'baby_addition' => 'baby addition',
+ 'policy_instalment' => 'policy instalment',
+ 'addition_inception' => 'addition-inception',
+ 'bds_correction' => 'bds correction',
+ 'policy_correction' => 'policy correction',
+ 'policy_cancellation' => 'policy cancellation',
+ ];
+
+ $fields = [
+ 'client_short_name',
+ 'client_branch_name',
+ 'insurer_short_name',
+ 'policy_type',
+ 'endorsement_no',
+ 'policy_no',
+ ];
+
+ return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $statusMap, $actionTypeMap) {
+ foreach ($fields as $field) {
+ $value = $row[$field] ?? '';
+ if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
+ return true;
+ }
+ }
+
+ $issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
+ if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
+ return true;
+ }
+
+ $statusText = $statusMap[(string) ($row['status'] ?? '')] ?? '';
+ if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
+ return true;
+ }
+
+ $actionTypeText = $actionTypeMap[(string) ($row['action_type'] ?? '')] ?? '';
+ if ($actionTypeText !== '' && mb_strpos($actionTypeText, $needle) !== false) {
+ return true;
+ }
+
+ return false;
+ }));
+ }
+
+ public function getEndorsementTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
+ {
+ $cached = $this->getCachedEndorsementTranctionListData($filters);
+ $allRows = $cached['rows'] ?? [];
+ $recordsTotal = count($allRows);
+
+ if ($searchValue !== '') {
+ $allRows = $this->filterEndorsementTranctionRowsBySearch($allRows, $searchValue);
+ }
+
+ $recordsFiltered = count($allRows);
+
+ if ($length < 0) {
+ $length = $recordsFiltered;
+ }
+
+ $pageRows = $length > 0
+ ? array_slice(array_values($allRows), $start, $length)
+ : array_values($allRows);
+
+ return [
+ 'draw' => $draw,
+ 'recordsTotal' => $recordsTotal,
+ 'recordsFiltered' => $recordsFiltered,
+ 'data' => $pageRows,
+ 'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
+ ];
+ }
+
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
{
$builder = $this->db->table('policy_transaction')
@@ -3099,11 +3359,15 @@
}
}
- // 2. Dynamic $where array
+ // 2. Dynamic $where (string SQL fragment or column => value map)
if (!empty($where)) {
- foreach ($where as $column => $value) {
- $value = addslashes($value);
- $conditions .= " AND `$column` = '$value' ";
+ if (is_string($where)) {
+ $conditions .= ' AND ' . $where . ' ';
+ } else {
+ foreach ($where as $column => $value) {
+ $value = addslashes($value);
+ $conditions .= " AND `$column` = '$value' ";
+ }
}
}
@@ -3739,119 +4003,245 @@
$query = $this->db->query($sql);
$result = $query->getResultArray();
+ return $this->processBDSReportResults($result);
+ }
- // $countofalldata = count($result);
- // Kint::dump($result);
- // dd($this->db->getLastQuery()->getQuery());
-
+ /**
+ * Post-process raw BDS report rows (dedup, rewards, unbilled amounts).
+ */
+ public function processBDSReportResults(array $result): array
+ {
$keys = [];
$filtered = [];
foreach ($result as $row) {
-
- // Normalize endorsement number
$endorsement_number = !empty($row['endorsement_no']) ? $row['endorsement_no'] : '-';
$reward = (float) ($row['reward'] ?? 0);
$billed_amt = (float) ($row['billed_amt'] ?? 0);
- if($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded'){
+ if ($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded') {
continue;
}
- if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
- $row['total_irda_amt'] = '0.00';
- $row['billed_amt'] = $reward;
- $rewardFlag = 'R'; // Reward row
- } else {
- $rewardFlag = 'N'; // Normal row
+ if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
+ $row['total_irda_amt'] = '0.00';
+ $row['billed_amt'] = $reward;
+ $rewardFlag = 'R';
+ } else {
+ $rewardFlag = 'N';
}
- // ✅ Stable key (NO reward flag)
$key = implode('|', [
$row['statement_year_month'],
$row['insurer_name'],
$row['policy_no'],
$endorsement_number,
- $rewardFlag
+ $rewardFlag,
]);
- // Prefer "statement uploaded"
if ($row['statement_uploaded'] === 'statement uploaded') {
$filtered[$key] = $row;
- $keys[$key] = true;
- }
- // Keep no-statement only if uploaded not present
- elseif (!isset($keys[$key])) {
+ $keys[$key] = true;
+ } elseif (!isset($keys[$key])) {
$filtered[$key] = $row;
}
}
- // Reindex final output
$result = array_values($filtered);
- // dd($result);
-
- // --------------------------------------------------------------------------------------------------------
-
$totalBilled = [];
$totalIrdaMap = [];
foreach ($result as $row) {
- $key = $row['pt_id'].'-'.$row['insurer_id'];
+ $key = $row['pt_id'] . '-' . $row['insurer_id'];
- // Sum billed amount
$totalBilled[$key] = ($totalBilled[$key] ?? 0) + (float) ($row['billed_amt'] ?? 0);
- // Store total_irda_amt once
if (!isset($totalIrdaMap[$key])) {
$totalIrdaMap[$key] = (float) $row['total_irda_amt'];
}
- if(($row['reward'] ?? 0) > 0){
- $totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
+ if (($row['reward'] ?? 0) > 0) {
+ $totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
}
}
- // dd($totalBilled, $totalIrdaMap);
-
$ptSeen = [];
$final = [];
foreach ($result as $row) {
- $ptId = $row['pt_id'].'-'.$row['insurer_id'];
+ $ptId = $row['pt_id'] . '-' . $row['insurer_id'];
if (!isset($ptSeen[$ptId])) {
-
- $totalIrdaVal = $totalIrdaMap[$ptId] ?? 0;
+ $totalIrdaVal = $totalIrdaMap[$ptId] ?? 0;
$totalBilledVal = $totalBilled[$ptId] ?? 0;
- $addMinus = false;
+ $addMinus = false;
- if($totalIrdaVal < 0){
- $totalIrdaVal = abs($totalIrdaVal);
+ if ($totalIrdaVal < 0) {
+ $totalIrdaVal = abs($totalIrdaVal);
$totalBilledVal = abs($totalBilledVal);
- $addMinus = true;
+ $addMinus = true;
}
- // First entry → set unbilled amount
- $row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal),2 );
+ $row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal), 2);
- if($addMinus){
+ if ($addMinus) {
$row['unbilled_amount'] = ($row['unbilled_amount'] * -1);
}
$ptSeen[$ptId] = true;
} else {
- // Other entries → zero
$row['unbilled_amount'] = '0.00';
}
$final[] = $row;
}
- $result = $final;
+ return $final;
+ }
- // dd($result); die;
- return $result;
+ /**
+ * Cached processed BDS report list for a given filter set.
+ */
+ public function getCachedBDSReportList(array $filters): array
+ {
+ $cacheKey = 'bds_report_v1_' . md5(json_encode($filters));
+ $cache = \Config\Services::cache();
+ $cached = $cache->get($cacheKey);
+
+ if (is_array($cached)) {
+ return $cached;
+ }
+
+ $processed = $this->getBDSReportList(
+ $filters['start_date'] ?? 0,
+ $filters['end_date'] ?? 0,
+ $filters['client_id'] ?? 0,
+ $filters['insurer_id'] ?? 0,
+ $filters['policy_type_id'] ?? 0,
+ $filters['date_type'] ?? 0,
+ $filters['issuer'] ?? 0,
+ $filters['client_branch_id'] ?? 0,
+ $filters['insurer_branch_id'] ?? 0,
+ $filters['client_policy_id'] ?? 0,
+ $filters['user_id'] ?? 0,
+ $filters['where'] ?? []
+ );
+
+ $cache->save($cacheKey, $processed, 300);
+
+ return $processed;
+ }
+
+ /**
+ * Server-side DataTables payload for BDS report.
+ */
+ public function getBDSReportListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
+ {
+ $allRows = $this->getCachedBDSReportList($filters);
+ $recordsTotal = count($allRows);
+
+ if ($searchValue !== '') {
+ $allRows = $this->filterBDSReportRowsBySearch($allRows, $searchValue);
+ }
+
+ $recordsFiltered = count($allRows);
+
+ if ($length < 0) {
+ $length = $recordsFiltered;
+ }
+
+ $pageRows = $length > 0
+ ? array_slice(array_values($allRows), $start, $length)
+ : array_values($allRows);
+
+ return [
+ 'draw' => $draw,
+ 'recordsTotal' => $recordsTotal,
+ 'recordsFiltered' => $recordsFiltered,
+ 'data' => $pageRows,
+ 'totals' => $this->calculateBDSReportTotals($allRows),
+ ];
+ }
+
+ /**
+ * Global search across BDS report row fields.
+ */
+ public function filterBDSReportRowsBySearch(array $rows, string $searchValue): array
+ {
+ $needle = mb_strtolower(trim($searchValue));
+ if ($needle === '') {
+ return $rows;
+ }
+
+ // Match DataTables "common search" behavior against primary visible columns.
+ $searchFields = [
+ 'user_name',
+ 'policy_issue_month',
+ 'client_name',
+ 'action_type',
+ 'policy_type',
+ 'policy_no',
+ 'endorsement_no',
+ 'insurer_branch_name',
+ ];
+
+ return array_values(array_filter($rows, static function (array $row) use ($needle, $searchFields) {
+ foreach ($searchFields as $field) {
+ $value = $row[$field] ?? '';
+ if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
+ return true;
+ }
+ }
+
+ $numericFields = [
+ 'bp_amt', 'tp_or_ter', 'premium_wo_gst', 'total_premium', 'agreed_bp_per',
+ 'agreed_tp_or_ter_per', 'reward', 'total_irda_amt', 'billed_amt', 'unbilled_amount',
+ ];
+ foreach ($numericFields as $field) {
+ $value = $row[$field] ?? '';
+ if ($value !== '' && $value !== null && mb_strpos((string) $value, $needle) !== false) {
+ return true;
+ }
+ }
+
+ return false;
+ }));
+ }
+
+ /**
+ * Summary totals for BDS report badges (matches client-side footerCallback logic).
+ */
+ public function calculateBDSReportTotals(array $rows): array
+ {
+ $totalPremium = 0.0;
+ $totalRewards = 0.0;
+ $totalIrda = 0.0;
+ $totalBilled = 0.0;
+ $totalUnbilled = 0.0;
+
+ foreach ($rows as $row) {
+ $hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
+
+ $totalPremium += $hasIrda ? (float) ($row['premium_wo_gst'] ?? 0) : 0.0;
+ $totalRewards += (float) ($row['reward'] ?? 0);
+ $totalIrda += (float) ($row['total_irda_amt'] ?? 0);
+ $totalBilled += (float) ($row['billed_amt'] ?? 0);
+ $totalUnbilled += (float) ($row['unbilled_amount'] ?? 0);
+ }
+
+ $totalIrdaAmt = $totalBilled - $totalRewards;
+ $totalRevenue = $totalIrdaAmt + $totalRewards;
+
+ return [
+ 'total_premium' => number_format($totalPremium, 2, '.', ''),
+ 'total_rewards' => number_format($totalRewards, 2, '.', ''),
+ 'total_irda' => number_format($totalIrdaAmt, 2, '.', ''),
+ 'total_revenue' => number_format($totalRevenue, 2, '.', ''),
+ 'total_billed' => number_format($totalBilled, 2, '.', ''),
+ 'total_unbilled' => number_format($totalUnbilled, 2, '.', ''),
+ 'policy_count' => count($rows),
+ ];
}
diff --git a/app/Views/policy_transaction_endorsement_list.php b/app/Views/policy_transaction_endorsement_list.php
index 0f2555fa..5dc37652 100644
--- a/app/Views/policy_transaction_endorsement_list.php
+++ b/app/Views/policy_transaction_endorsement_list.php
@@ -293,40 +293,7 @@
| Action |
-
- $row) { ?>
-
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
-
-
- |
-
-
-
+
@@ -388,32 +355,122 @@
})
+ var endorsementTableFilters = ;
+ var endorsementListDataTableUrl = '';
+ var endorsementClearCacheUrl = '';
+ var endorsementAutoReloadTimer = null;
+
+ function scheduleEndorsementAutoReload(ms) {
+ if (endorsementAutoReloadTimer) {
+ clearTimeout(endorsementAutoReloadTimer);
+ }
+ if (ms > 0) {
+ endorsementAutoReloadTimer = setTimeout(function() {
+ window.location.reload();
+ }, ms);
+ }
+ }
+
+ function exportServerSideFilteredEndorsementData(e, dt, button, config, buttonType) {
+ var self = this;
+ var oldStart = dt.page.info().start;
+
+ dt.one('preXhr', function (x, s, data) {
+ data.start = 0;
+ data.length = -1;
+ });
+
+ dt.one('draw', function () {
+ $.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
+
+ dt.one('preXhr', function (x, s, data) {
+ data.start = oldStart;
+ data.length = dt.page.len();
+ });
+
+ setTimeout(function () {
+ dt.ajax.reload(null, false);
+ }, 0);
+ });
+
+ dt.ajax.reload();
+ }
+
+ function clearEndorsementCacheAndReloadTable(dt) {
+ $.ajax({
+ url: endorsementClearCacheUrl,
+ type: 'POST',
+ success: function(response) {
+ if (response && response.status) {
+ endorsementTableFilters.cache_version = new Date().getTime();
+ dt.ajax.reload(null, true);
+ toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
+ } else {
+ toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
+ }
+ },
+ error: function() {
+ toastr.error('Failed to clear cache.', 'Error');
+ }
+ });
+ }
+
//DataTable document ready
$(document).ready(function() {
var ticketsTable = $('#tickets-table');
if (ticketsTable.length) {
- var table = ticketsTable.DataTable({
- scrollX: true,
- dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
- "<'row'<'col-sm-12'tr>>" +
- "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
- lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
- buttons: [
+ nhanceListDataTableBeforeInit();
+ var table = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
+ autoWidth: false,
+ processing: true,
+ serverSide: true,
+ deferRender: true,
+ searchDelay: 400,
+ columns: (function() {
+ var cols = [];
+ for (var i = 0; i < 14; i++) {
+ cols.push({ data: String(i), orderable: false });
+ }
+ return cols;
+ })(),
+ ajax: {
+ url: endorsementListDataTableUrl,
+ type: 'POST',
+ data: function(d) {
+ return $.extend({}, d, endorsementTableFilters);
+ },
+ dataSrc: function(json) {
+ scheduleEndorsementAutoReload(json.cache_expires_in_ms || 300000);
+ return json.data;
+ }
+ },
+ dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" +
+ "<'row'<'col-sm-12'tr>>" +
+ "<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
+ lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
+ buttons: [
+ {
+ text: ' Reload ',
+ className: 'btn app-btn-secondary mr-2',
+ action: function(e, dt) {
+ clearEndorsementCacheAndReloadTable(dt);
+ }
+ },
{
text: ' Filter ',
className: 'btn app-btn-primary mr-2',
- action: function (e, dt, node, config) {
+ action: function () {
openEndorsementFilterNav();
}
},
- {
+ {
text: ' Add ',
className: 'btn app-btn-primary mr-2',
- action: function (e, dt, node, config) {
+ action: function () {
hide_list_show_add();
addHTMLInput(null, 'policy_docs_div');
- $('#policy_docs').show()
+ $('#policy_docs').show();
},
attr: { id: 'btnAdd' }
},
@@ -422,14 +479,30 @@
text: ' Export ',
className: 'btn app-btn-secondary ',
buttons: [
- {
- extend: 'csv',
- text: ' CSV ',
- title: 'Policy-Tranction-Endorsement-List',
- exportOptions: {
- columns: ':not(:last-child)'
- },
- }
+ {
+ extend: 'csv',
+ text: ' CSV ',
+ title: 'Policy-Tranction-Endorsement-List',
+ action: function (e, dt, button, config) {
+ exportServerSideFilteredEndorsementData.call(this, e, dt, button, config, 'csvHtml5');
+ },
+ exportOptions: {
+ modifier: { search: 'applied', page: 'all' },
+ columns: ':not(:last-child)'
+ },
+ },
+ {
+ extend: 'excel',
+ text: ' EXCEL ',
+ title: 'Policy-Tranction-Endorsement-List',
+ action: function (e, dt, button, config) {
+ exportServerSideFilteredEndorsementData.call(this, e, dt, button, config, 'excelHtml5');
+ },
+ exportOptions: {
+ modifier: { search: 'applied', page: 'all' },
+ columns: ':not(:last-child)'
+ },
+ }
]
}
],
@@ -444,33 +517,14 @@
`,
searchPlaceholder: "Search",
emptyTable: 'No Data found
',
- paginate: {
- previous: '◄',
- next: '►'
- }
+ paginate: { previous: '◄', next: '►' }
},
- paging: true, // Enable pagination
- pageLength: 10, // Set default number of rows per page (optional)
+ paging: true,
+ pageLength: 10,
ordering: false,
- });
-
- function applyBottomRowDropup() {
- if (!table) return;
-
- const currentRows = table.rows({ page: 'current' }).nodes().toArray();
- $('#tickets-table tbody tr').removeClass('nh-force-dropup');
- $('#tickets-table tbody tr td.table-action-cell .btn-group.dropdown').removeClass('dropup');
-
- const targetCount = Math.min(2, currentRows.length);
- for (let i = 0; i < targetCount; i++) {
- const row = currentRows[currentRows.length - 1 - i];
- if (!row) continue;
- $(row).addClass('nh-force-dropup');
- $(row).find('td.table-action-cell .btn-group.dropdown').addClass('dropup');
- }
- }
- applyBottomRowDropup();
- ticketsTable.on('draw.dt', applyBottomRowDropup);
+ }));
+ nhanceListDataTableAfterInit();
+ nhanceListDataTableBindAdjust(table);
} else {
console.error("Table not found.");
}
diff --git a/app/Views/policy_transaction_inception_list.php b/app/Views/policy_transaction_inception_list.php
index 9a48f2d2..a86effe9 100644
--- a/app/Views/policy_transaction_inception_list.php
+++ b/app/Views/policy_transaction_inception_list.php
@@ -321,43 +321,7 @@ table.dataTable tbody td {
-
- $row){ ?>
-
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
-
-
- |
-
-
-
+
@@ -673,6 +637,66 @@ function getAddPage(){
}
}
+var inceptionTableFilters = ;
+var inceptionListDataTableUrl = '';
+var inceptionClearCacheUrl = '';
+var inceptionAutoReloadTimer = null;
+
+function scheduleInceptionAutoReload(ms) {
+ if (inceptionAutoReloadTimer) {
+ clearTimeout(inceptionAutoReloadTimer);
+ }
+ if (ms > 0) {
+ inceptionAutoReloadTimer = setTimeout(function() {
+ window.location.reload();
+ }, ms);
+ }
+}
+
+function exportServerSideFilteredInceptionData(e, dt, button, config, buttonType) {
+ var self = this;
+ var oldStart = dt.page.info().start;
+
+ dt.one('preXhr', function (x, s, data) {
+ data.start = 0;
+ data.length = -1;
+ });
+
+ dt.one('draw', function () {
+ $.fn.dataTable.ext.buttons[buttonType].action.call(self, e, dt, button, config);
+
+ dt.one('preXhr', function (x, s, data) {
+ data.start = oldStart;
+ data.length = dt.page.len();
+ });
+
+ setTimeout(function () {
+ dt.ajax.reload(null, false);
+ }, 0);
+ });
+
+ dt.ajax.reload();
+}
+
+function clearInceptionCacheAndReloadTable(dt) {
+ $.ajax({
+ url: inceptionClearCacheUrl,
+ type: 'POST',
+ success: function(response) {
+ if (response && response.status) {
+ inceptionTableFilters.cache_version = new Date().getTime();
+ dt.ajax.reload(null, true);
+ toastr.success(response.message || 'Cache cleared and list reloaded.', 'Success');
+ } else {
+ toastr.warning((response && response.message) ? response.message : 'Unable to clear cache.', 'Warning');
+ }
+ },
+ error: function() {
+ toastr.error('Failed to clear cache.', 'Error');
+ }
+ });
+}
+
// Datatable document ready
$(document).ready(function() {
@@ -692,64 +716,109 @@ $(document).ready(function() {
var ticketsTable = $('#tickets-table');
if (ticketsTable.length) {
- ticketsTable.DataTable({
- scrollX: true,
- // dom: "<'row'<'col-12'f><'col-sm-11 text-right'B>>" + // Filter left, buttons right
- // dom: "<'row'<'col-12 d-flex justify-content-between'<'datatable-search dataTables_filter'f><'datatable-buttons dt-buttons'B>>>" +
- // "<'row'<'col-sm-12'tr>>" +
- // "<'row'<'col-sm-5'i><'col-sm-7'p>>", // Pagination at the bottom, without page length selector
- dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" + // Filter left, buttons right
+ nhanceListDataTableBeforeInit();
+ var inceptionTable = ticketsTable.DataTable(nhanceMergeListDataTableOptions({
+ autoWidth: false,
+ processing: true,
+ serverSide: true,
+ deferRender: true,
+ searchDelay: 400,
+ columns: (function() {
+ var cols = [];
+ for (var i = 0; i < 16; i++) {
+ cols.push({ data: String(i), orderable: false });
+ }
+ return cols;
+ })(),
+ ajax: {
+ url: inceptionListDataTableUrl,
+ type: 'POST',
+ data: function(d) {
+ return $.extend({}, d, inceptionTableFilters);
+ },
+ dataSrc: function(json) {
+ scheduleInceptionAutoReload(json.cache_expires_in_ms || 300000);
+ return json.data;
+ }
+ },
+ dom: "<'row'<'col-sm-7'f><'col-sm-5 text-right'B>>" +
"<'row'<'col-sm-12'tr>>" +
"<'row align-items-center'<'col-5 text-start'i><'col-7 d-flex justify-content-end align-items-center'<'me-2'l>p>>",
lengthMenu: [[10, 20, 50, 100], [10, 20, 50, 100]],
- buttons: [
- {
- text: ' Filter ',
- className: 'btn app-btn-primary mr-2',
- action: function(e, dt, node, config) {
- openPolicyFilterNav();
- }
- },
- {
- text: ' Add ',
- className: 'btn app-btn-primary mr-2',
- action: function (e, dt, node, config) {
- openPolicyNoAddModal();
- }
- },
- {
- extend: 'collection',
- text: ' Export ',
- className: 'btn app-btn-secondary ',
- buttons: [
- {
- extend: 'csv',
- text: ' CSV ',
- className: 'app-btn-primary ',
- title: 'Policy-Tranction-Inception-List',
- exportOptions: {
- columns: ':not(:last-child)'
- },
- }
- ]
+ buttons: [
+ {
+ text: ' Reload ',
+ className: 'btn app-btn-secondary mr-2',
+ action: function(e, dt) {
+ clearInceptionCacheAndReloadTable(dt);
}
- ],
+ },
+ {
+ text: ' Filter ',
+ className: 'btn app-btn-primary mr-2',
+ action: function() {
+ openPolicyFilterNav();
+ }
+ },
+ {
+ text: ' Add ',
+ className: 'btn app-btn-primary mr-2',
+ action: function () {
+ openPolicyNoAddModal();
+ }
+ },
+ {
+ extend: 'collection',
+ text: ' Export ',
+ className: 'btn app-btn-secondary ',
+ buttons: [
+ {
+ extend: 'csv',
+ text: ' CSV ',
+ className: 'app-btn-primary ',
+ title: 'Policy-Tranction-Inception-List',
+ action: function (e, dt, button, config) {
+ exportServerSideFilteredInceptionData.call(this, e, dt, button, config, 'csvHtml5');
+ },
+ exportOptions: {
+ modifier: { search: 'applied', page: 'all' },
+ columns: ':not(:last-child)'
+ }
+ },
+ {
+ extend: 'excel',
+ text: ' EXCEL ',
+ className: 'app-btn-primary ',
+ title: 'Policy-Tranction-Inception-List',
+ action: function (e, dt, button, config) {
+ exportServerSideFilteredInceptionData.call(this, e, dt, button, config, 'excelHtml5');
+ },
+ exportOptions: {
+ modifier: { search: 'applied', page: 'all' },
+ columns: ':not(:last-child)'
+ }
+ }
+ ]
+ }
+ ],
language: {
- search: `
-
- _INPUT_
-
-
-
`,
- searchPlaceholder: "Search",
- emptyTable: 'No Data found
'
+ search: `
+
+ _INPUT_
+
+
+
`,
+ searchPlaceholder: "Search",
+ emptyTable: 'No Data found
'
},
- paging: true, // Enable pagination
- pageLength: 10, // Set default number of rows per page (optional)
- // ordering: false,
- });
+ paging: true,
+ pageLength: 10,
+ ordering: false,
+ }));
+ nhanceListDataTableAfterInit();
+ nhanceListDataTableBindAdjust(inceptionTable);
} else {
console.error("Table not found.");
}
diff --git a/app/Views/report_bds.php b/app/Views/report_bds.php
index 80246a6d..fb2c1c90 100644
--- a/app/Views/report_bds.php
+++ b/app/Views/report_bds.php
@@ -165,130 +165,6 @@
-
- $row){ ?>
-
- | " class="mdi mdi-pencil" > |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
- |
-
- |
-
- |
- |
- |
- |
- |
-
- |
- |
- |
-
- |
- % |
- % |
- |
-
- i am print 0.00.
- // REF : Velmurugan but he told handle in query
- // Date : 6/11/25 12:50
- $irda_amt = isset($row['total_irda_amt']) && $row['total_irda_amt'] !== '' ? (float)$row['total_irda_amt'] : 0;
- $exp_amt = isset($row['exp_amt']) && $row['exp_amt'] !== '' ? (float)$row['exp_amt'] : 0;
- // $max_amount = max($irda_amt, $exp_amt);
- // $total_irda_amt = number_format($max_amount, 2, '.', '');
- // $total_irda_amt = empty($row['total_irda_amt']) ? $row['exp_amt'] : $row['total_irda_amt'];
- $total_irda_amt = $row['total_irda_amt'] ?? '0.00';
- ?>
- |
- |
-
-
-
-
- |
- |
- |
- |
- |
- |
- |
-
- |
- |
-
- |
- |
- |
-
- |
-
- |
- |
-
- |
-
- |
-
- |
-
- |
- |
- |
-
- |
-
- |
- |
-
- |
- |
-
- |
- |
-
- |
- |
-
- |
-
-
-
@@ -332,6 +208,68 @@