New Report BDS CHanges - VADIVEL J 2025-10-25

app/Config/Routes.php

@@ -426,7 +426,7 @@ $routes->group("policy_tranction", ["filter" => "authMVC"], function ($routes) {
     });
 
     $routes->group("report", ["filter" => "authMVC"], function ($routes) {
-        $routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDS");
+        $routes->match(['get', 'post'],"list", "PolicyTransactionController::reportBDSNew");
         $routes->match(['get', 'post'],"listNew", "PolicyTransactionController::reportBDSNew");
         $routes->get("report-varience-list", "PolicyTransactionController::reportVarience");
         $routes->get("report-business-list", "PolicyTransactionController::reportBusinessList");

app/Controllers/PolicyTransactionController.php

@@ -2404,8 +2404,8 @@ class PolicyTransactionController extends BaseController
                 
                 // $client_name = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[3]); //clientname from excel
                 
-                $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]); //policy_end_date from excel
+                $endorsement_no = preg_replace('/^\p{Z}+|\p{Z}+$/u', '', $excel_row[2]??''); //policy_end_date from excel
-                $endorsement_no = preg_replace(  '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '',  $excel_row[2]); //policy_end_date from excel
+                $endorsement_no = preg_replace(  '/[\x{200B}\x{200C}\x{200D}\x{FEFF}\x{00A0}\x{200E}\x{200F}\x{202A}-\x{202E}]/u', '',  $excel_row[2]??''); //policy_end_date from excel
 
                 // Kint::dump($excel_key,$policy_no,$endorsement_no,$policy_start_date,$policy_end_date);//die();
                 foreach ($source_data as $source_key => $source_row) {

app/Models/PolicyTransactionModel.php

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