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CHANGE_ADD_FILTERS_FOR_THE_BDS_NEW_REPORT

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This commit is contained in:
VENKATESHWARAN 2025-11-29 10:19:46 +05:30
parent 3647881ca0
commit 85faba2886
2 changed files with 123 additions and 7 deletions
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123
app/Models/PolicyTransactionModel.php
View File

@ -1877,7 +1877,7 @@
return $result[0];
}
public function reportBDSNew1(
public function reportBDSNew(
$start_date = 0,
$end_date = 0,
$client_id = 0,
@ -2370,11 +2370,11 @@
public function getBDSReportList($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, $user_id = 0, $where = [])
{
$date_condition = '';
$statement_month_condition = '';
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$date_condition = "
AND insurer_statements.month >= '" . $start_date . "'
AND insurer_statements.month <= '" . $end_date . "'
$statement_month_condition = "
WHERE statement_month >= '" . $start_date . "'
AND statement_month <= '" . $end_date . "'
";
}
@ -2393,6 +2393,79 @@
}
}
$conditions = ""; // start safely
// 1. Role-based restrictions
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())) {
$conditions .= " AND pt.created_by = " . get_session_userid();
}
}
// 2. Dynamic $where array
if (!empty($where)) {
foreach ($where as $column => $value) {
$value = addslashes($value);
$conditions .= " AND `$column` = '$value' ";
}
}
// 3. Date condition (except statement_month)
if ($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));
if ($date_type === "policy_issue_date") {
$conditions .= " AND pcsd.pt_policy_issue_date >= '$startDate' ";
$conditions .= " AND pcsd.pt_policy_issue_date <= '$endDate' ";
} else {
$conditions .= " AND pt.$date_type >= '$startDate' ";
$conditions .= " AND pt.$date_type <= '$endDate' ";
}
}
// 4. Common filters
if ($client_id != 0) {
$conditions .= " AND pt.client_id = $client_id ";
}
if ($insurer_id != 0) {
$conditions .= " AND pt.insurer_id = $insurer_id ";
}
if ($client_branch_id != 0) {
$conditions .= " AND pt.client_branch_id = $client_branch_id ";
}
if ($insurer_branch_id != 0) {
$conditions .= " AND pt.insurer_branch_id = $insurer_branch_id ";
}
if ($client_policy_id != 0) {
$conditions .= " AND pt.client_policy_id = $client_policy_id ";
}
if ($user_id != 0) {
$conditions .= " AND pt.created_by = $user_id ";
}
if ($policy_type_id != 0) {
$conditions .= " AND pt.policy_type_id = $policy_type_id ";
}
if ($issuer != 0) {
$conditions .= " AND pt.issuer = $issuer ";
}
$sql = "
SELECT * FROM (
@ -2422,6 +2495,8 @@
ELSE 'Endorsement'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
@ -2484,6 +2559,7 @@
WHERE pt.is_active = 1
AND pcsd.is_active = 1
$default_date_filter
$conditions
GROUP BY pt.policy_no, pcsd.insurer_id
@ -2515,6 +2591,8 @@
ELSE 'Endorsement'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
@ -2618,14 +2696,18 @@
AND cssd.is_active = 1
AND insq.is_active = 1
$default_date_filter
$conditions
GROUP BY pt.policy_no, pcsd.insurer_id, insq.month
) AS final_result
$statement_month_condition
-- GROUP BY statement_month, insurer_name, policy_no
-- WHERE id = 6063
ORDER BY
id DESC,
policy_no ASC,
insurer_branch_name ASC,
statement_uploaded ASC,
@ -2655,6 +2737,35 @@
$result = array_values($filtered);
$runningBilled = [];
$totalIrdaMap = [];
$final = [];
foreach ($result as $row) {
$ptId = $row['pt_id'];
// Store total_irda_amt only once (first non-zero value)
if (!isset($totalIrdaMap[$ptId]) && $row['total_irda_amt'] > 0) {
$totalIrdaMap[$ptId] = $row['total_irda_amt'];
}
// Initialize running sum
if (!isset($runningBilled[$ptId])) {
$runningBilled[$ptId] = 0;
}
// Add billed amount to running total
$runningBilled[$ptId] += (float)$row['billed_amt'];
// Calculate unbilled amount
$row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - $runningBilled[$ptId] ;
$final[] = $row;
}
$result = $final;
// print_rr($result); die;
return $result;
}

7
app/Views/report_bds.php
View File

@ -180,7 +180,12 @@ table.dataTable tbody td {
}
$unbilled_amt = $unbilled_amt == 0 && $row['billed_amt'] == 0 ? $total_irda_amt : $unbilled_amt ;
?>
<td class="right-align-input"><?php echo number_format((float)$unbilled_amt,2, '.', '')?></td>
<td class="right-align-input">
<?php echo
// number_format((float)$unbilled_amt,2, '.', '')
number_format((float)$row['unbilled_amount'],2, '.', '');
?>
</td>
</tr>
<?php } ?>
<?php } ?>