FEAT_POLICY_REPORTS,FIX_DASH_BDS SRI

app/Config/Routes.php

@@ -537,6 +537,7 @@ $routes->group("/bdsReport", ["filter" => "authMVC"], function ($routes) {
     $routes->get('bap_wise_data/(:any)','BDSReportController::Bap_Wise_Data/$1');
     $routes->match( ['get', 'post'], 'renewal_report','BDSReportController::renewalReport');
     $routes->get('getTATReport','BDSReportController::bdsTATReport');
+    $routes->get("getMultiReport/(:any)", "BDSReportController::getMultiReport/$1");
 });
 
 //New Tickets

app/Controllers/BDSReportController.php

@@ -33,6 +33,7 @@ class BDSReportController extends AdminController
     protected $PTCOShareDetailsModel;
     protected $coShareStmtDetailsModel;
     protected $policyTypeModel;
+    protected $policyTatReportType;
 
     public function __construct()
     {
@@ -46,6 +47,13 @@ class BDSReportController extends AdminController
         $this->PTCOShareDetailsModel         = new PTCOShareDetailsModel();
         $this->coShareStmtDetailsModel       = new COShareStmtDetailsModel();
         $this->policyTypeModel               = new PolicyTypeModel();
+
+
+        $this->policyTatReportType = [
+            '1' => "TAT Band Wise report",
+            '2' => "Account Manger Status Wise Report",
+            '3' => "Account Manger TAT Wise Report"
+        ];
     }
 
     // public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate)
@@ -217,7 +225,6 @@ class BDSReportController extends AdminController
 
                 $html = view('irda_bap_insurer_report_list', $viewData);
                 return $this->respond(['status' => true, 'html' => $html], 200);
-
             } else if ($report_type == 'bapClient') {
 
                 //Condition for BAP Client wise date
@@ -226,7 +233,6 @@ class BDSReportController extends AdminController
 
                 $html = view('irda_bap_client_report_list', $viewData);
                 return $this->respond(['status' => true, 'html' => $html], 200);
-
             } else if ($report_type == 'client') {
 
                 //Condition for Client wise date
@@ -910,7 +916,6 @@ class BDSReportController extends AdminController
             $data['issuer'] = [1 => 'JIBS', 2 => 'Nhance'];
             $data['page_name'] = "Renewal Report";
             return $this->loadLayout('renewal_search', $data);
-
         } else {
 
             $fromDate = $this->request->getPost('fromDate');
@@ -1001,6 +1006,150 @@ class BDSReportController extends AdminController
         // dd(db_connect()->getLastQuery(),$result);
         $data['data'] = $result;
         // dd($data, get_role_id(), ENROLLMENT_TEAM_ID, user_team());
-        return $this->loadLayout('bds_tat_wise_report', $data);
+        // return $this->loadLayout('bds_tat_wise_report', $data);
+
+        return $result;
+    }
+
+    public function accountMangerStatusBDSReport()
+    {
+        $data['page_name'] = "Account Manager BDS Report";
+
+        $sql = "
+            SELECT 
+                COALESCE(ACM_Name, 'Total') AS ACM_Name,
+                COALESCE(SUM(CASE WHEN status = 'instalment_pending' THEN 1 ELSE 0 END), 0) AS `Instalment Pending`,
+                COALESCE(SUM(CASE WHEN status = 'under_process' THEN 1 ELSE 0 END), 0) AS `Under Process`,
+                COALESCE(SUM(CASE WHEN status = 'client_pending' THEN 1 ELSE 0 END), 0) AS `Client Pending`,
+                COALESCE(SUM(CASE WHEN status = 'co_insurer_pending' THEN 1 ELSE 0 END), 0) AS `Co Insurer Pending`,
+                COALESCE(SUM(CASE WHEN status = 'tpa_pending' THEN 1 ELSE 0 END), 0) AS `TPA Pending`,
+                COALESCE(SUM(CASE WHEN status = 'validated' THEN 1 ELSE 0 END), 0) AS `Validated`,
+                COALESCE(SUM(CASE WHEN status = 'cancelled' THEN 1 ELSE 0 END), 0) AS `Cancelled`,
+                COALESCE(SUM(CASE WHEN status = 'completed' THEN 1 ELSE 0 END), 0) AS `Completed`,
+                COALESCE(SUM(CASE WHEN status = 'lost' THEN 1 ELSE 0 END), 0) AS `Lost`,
+                COALESCE(SUM(CASE WHEN status = 'insurer_pending' THEN 1 ELSE 0 END), 0) AS `Insurer Pending`
+
+            FROM (
+                SELECT 
+                    up.first_name AS ACM_Name,
+                    ls.status
+                FROM policy_transaction pt
+                JOIN clients c ON pt.client_id = c.id AND c.is_active = 1
+                JOIN client_rm crm ON crm.client_id = c.id AND crm.is_active = 1 AND crm.level = 3 
+                JOIN user_profiles up ON up.id = crm.user_id AND up.is_active = 1
+                LEFT JOIN (
+                    SELECT 
+                        pts1.policy_tran_id,
+                        pts1.status,
+                        pts1.created_at
+                    FROM policy_transaction_status pts1
+                    INNER JOIN (
+                        SELECT 
+                            policy_tran_id,
+                            MAX(created_at) AS max_created_at
+                        FROM policy_transaction_status
+                        WHERE is_active = 1
+                        GROUP BY policy_tran_id
+                    ) pts2 
+                    ON pts1.policy_tran_id = pts2.policy_tran_id 
+                    AND pts1.created_at = pts2.max_created_at
+                    WHERE pts1.is_active = 1
+                ) ls ON pt.id = ls.policy_tran_id
+                WHERE pt.is_active = 1
+                AND DATEDIFF(CURDATE(), ls.created_at) >= 4
+            ) AS sub
+            GROUP BY ACM_Name;
+    ";
+
+        $db = \Config\Database::connect();
+        $query = $db->query($sql);
+
+        // Get the result
+        $result = $query->getResultArray();
+
+        return $result;        
+    }
+
+    public function accountManagerTatBDSReport(){
+
+        $sql = "
+            SELECT 
+                COALESCE(ACM_Name, 'Total') AS ACM_Name,
+                COALESCE(SUM(CASE WHEN tat_bucket = '0-4 Days' THEN 1 ELSE 0 END), 0) AS `0-4 Days`,
+                COALESCE(SUM(CASE WHEN tat_bucket = '5-8 Days' THEN 1 ELSE 0 END), 0) AS `5-8 Days`,
+                COALESCE(SUM(CASE WHEN tat_bucket = '9-12 Days' THEN 1 ELSE 0 END), 0) AS `9-12 Days`,
+                COALESCE(SUM(CASE WHEN tat_bucket = 'Above 12 Days' THEN 1 ELSE 0 END), 0) AS `Above 12 Days`
+            FROM (
+                SELECT 
+                    up.first_name AS ACM_Name,
+                    CASE
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 0 AND 4 THEN '0-4 Days'
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 5 AND 8 THEN '5-8 Days'
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 9 AND 12 THEN '9-12 Days'
+                        WHEN DATEDIFF(CURDATE(), ls.created_at) > 12 THEN 'Above 12 Days'
+                        ELSE 'Unknown'
+                    END AS tat_bucket
+                FROM policy_transaction pt
+                JOIN clients c ON pt.client_id = c.id AND c.is_active = 1
+                JOIN client_rm crm ON crm.client_id = c.id AND crm.is_active = 1 AND crm.level = 3 
+                JOIN user_profiles up ON up.id = crm.user_id AND up.is_active = 1
+                LEFT JOIN (
+                    SELECT 
+                        pts1.policy_tran_id,
+                        pts1.status,
+                        pts1.created_at
+                    FROM policy_transaction_status pts1
+                    INNER JOIN (
+                        SELECT 
+                            policy_tran_id,
+                            MAX(created_at) AS max_created_at
+                        FROM policy_transaction_status
+                        WHERE is_active = 1
+                        GROUP BY policy_tran_id
+                    ) pts2 
+                    ON pts1.policy_tran_id = pts2.policy_tran_id 
+                    AND pts1.created_at = pts2.max_created_at
+                    WHERE pts1.is_active = 1
+                ) ls ON pt.id = ls.policy_tran_id
+                WHERE pt.is_active = 1
+                AND ls.created_at IS NOT NULL
+            ) AS sub
+            GROUP BY ACM_Name;
+
+        ";
+
+        $db = \Config\Database::connect();
+        $query = $db->query($sql);
+
+        // Get the result
+        $result = $query->getResultArray();
+
+        return $result;
+
+    }
+
+    public function getMultiReport($report_type){
+
+        $data['page_name'] = "BDS Report";
+
+        if ($report_type == 1){
+
+            $data['page_title'] = "BDS TAT Report";
+            $data['data'] = $this->bdsTATReport();
+        }else if ($report_type == 2){
+
+            $data['page_title'] = "Account Manager Status Report";
+            $data['data'] = $this->accountMangerStatusBDSReport();
+
+        }else{
+
+            $data['page_title'] = "Account Manager TAT Report";
+            $data['data'] = $this->accountManagerTatBDSReport();
+
+        }
+
+        return $this->loadLayout('bds_multi_report', $data);
+
     }
 }
+

app/Controllers/DashboardController.php

@@ -238,6 +238,7 @@ class DashboardController extends AdminController
             // echo "<pre>";
             $data['pendingActionsData'] = $pendingActionsData;
             $data['businessTeamCount'] = count($businessTeamData) ?? 0;
+            // dd($businessTeamData);
             $data['financeTeamCount'] = count($financeTeamData) ?? 0;
             $data['businessTeamStatusData'] = $businessTeamStatusData;
             $data['financeTeamStatusData'] = $financeTeamStatusData;
@@ -257,6 +258,7 @@ class DashboardController extends AdminController
         }
 
         // dd(get_role_id(),user_team());
+        // dd($data);
         
         $data['page_name'] = 'Dashboard';
 
@@ -725,7 +727,6 @@ class DashboardController extends AdminController
             'validated' => [],
             'cancelled' => [],
             'instalment_pending' => [],
-            'completed' => [],
         ];
 
         // Loop through results and group them by their status

app/Models/PolicyTransactionModel.php

@@ -1335,6 +1335,8 @@ class PolicyTransactionModel extends Model
             )
             ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
             ->where('policy_transaction.is_active', 1)
+            ->where("policy_transaction.status is not null", null, false)
+            ->whereNotIn("policy_transaction.status", ['completed'])
             // ->where('policy_transaction.status', 'completed')
             ->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
 
@@ -1426,8 +1428,9 @@ class PolicyTransactionModel extends Model
             // ->where('policy_transaction.status', 'completed')
             ->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
             ->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
-            ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0');
+            ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
-
+            ->where("policy_transaction.status is not null", null, false)
+            ->whereNotIn("policy_transaction.status", ['completed']);
 
         if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
 

app/Views/DashBoard.php

@@ -259,10 +259,10 @@
                         <?php include('endorsement_dash.php'); ?>
                         <?php include('enrollment_dash.php'); ?>
                     <?php } ?>
-
+                    <!-- 
-                    <?php if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
+                    <?php // if(in_array(get_role_id(), [1,2,3,5]) || (get_role_id() == 4 && in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()))) { ?>
-                        <?php include('bds_dash.php'); ?>
+                        <?php // include('bds_dash.php'); ?>
-                    <?php } ?>
+                    <?php // } ?> -->
 
                     
                 </div>

app/Views/bds_multi_report.php

@@ -0,0 +1,122 @@
+<style>
+    .table th,
+    .table td {
+        padding: 8px;
+    }
+
+    table.dataTable tbody td {
+        padding: 4px 4px !important;
+    }
+
+    .col-12 {
+        max-width: 98% !important;
+    }
+
+    .dataTables_filter {
+        position: absolute;
+    }
+
+    .right-align-input {
+        text-align: right;
+    }
+</style>
+
+
+<div class="row">
+    <div class="col-12" id="second_page">
+        <div class="card">
+            <div class="card-body">
+                <div class="row" style="padding-bottom: 10px;">
+                    <div class="col-6" style="align-self: center;">
+                        <h4 style="position: relative;"><?= $page_title ?></h4>
+                    </div>
+                </div>
+
+                <div class="table-responsive">
+                    <table id="scroll-horizontal-datatable" class="table w-100 nowrap">
+                        <thead>
+                            <tr>
+                                <?php
+                                // Get headers dynamically
+                                $headers = array_keys($data[0]);
+                                foreach ($headers as $header): ?>
+                                    <th><?= esc($header) ?></th>
+                                <?php endforeach; ?>
+                                <th>TOTAL</th>
+                            </tr>
+                        </thead>
+
+                        <tbody>
+                            <?php
+                            // Initialize column-wise totals
+                            $columnTotals = array_fill_keys($headers, 0);
+                            foreach ($data as $row):
+                                $rowTotal = 0; // Initialize row total
+                            ?>
+                                <tr>
+                                    <?php foreach ($row as $key => $value):
+                                        $numValue = is_numeric($value) ? (int) $value : 0;
+                                        if ($key != 'TAT_Category') {
+                                            $columnTotals[$key] += $numValue;
+                                            $rowTotal += $numValue;
+                                        }
+                                    ?>
+                                        <td><?= esc($value) ?></td>
+                                    <?php endforeach; ?>
+                                    <td><strong><?= esc($rowTotal) ?></strong></td> <!-- Row Total -->
+                                </tr>
+                            <?php endforeach; ?>
+                        </tbody>
+
+                        <tfoot>
+                            <tr>
+                                <?php foreach ($columnTotals as $key => $total): ?>
+                                    <th><?= ($key == "TAT_Category" || $key == 'ACM_Name') ? "TOTAL" : esc($total) ?></th>
+                                <?php endforeach; ?>
+                                <th><strong><?= array_sum(array_filter($columnTotals, 'is_numeric')) ?></strong></th> <!-- Grand Total -->
+                            </tr>
+                        </tfoot>
+                    </table>
+                </div>
+
+            </div> <!-- end card-body -->
+        </div> <!-- end card -->
+    </div> <!-- end col-12 -->
+</div> <!-- end row -->
+
+<script>
+    $(document).ready(function() {
+        var ticketsTable = $('#scroll-horizontal-datatable');
+
+        if (ticketsTable.length) {
+            ticketsTable.DataTable({
+                scrollX: true,
+                dom: "<'row'<'col-sm-6'f><'col-sm-6 text-right'B>>" +
+                    "<'row'<'col-sm-12'tr>>" +
+                    "<'row'<'col-sm-5'i><'col-sm-7'p>>",
+                buttons: [
+                    {
+                        extend: 'csv',
+                        text: 'CSV',
+                        title: 'BDS TAT BAND WISE DATA',
+                    },
+                    {
+                        extend: 'excel',
+                        text: 'Excel',
+                        title: 'BDS TAT BAND WISE DATA',
+                    },
+                    
+                ],
+                language: {
+                    search: "_INPUT_",
+                    searchPlaceholder: "Search..."
+                },
+                paging: true,
+                pageLength: 10,
+                ordering: false
+            });
+        } else {
+            console.error("Table not found.");
+        }
+    });
+</script>

app/Views/layout/header.php

@@ -766,6 +766,26 @@
                                                 </div>
                                             </li>
                                         <?php } ?>
+                                        <li>
+                                                <a href="#policy_tat_report_type" data-toggle="collapse" class="waves-effect">
+                                                    <i class="ri-file-chart-fill"></i>
+                                                    <span> Policy TAT Reports </span>
+                                                </a>
+                                                <div class="collapse" id="policy_tat_report_type">
+                                                    <ul class="nav-third-level">
+                                                        <li>
+                                                            <a href="<?= base_url('/bdsReport/getMultiReport/1') ?>">TAT Band Wise</a>
+                                                        </li>
+
+                                                        <li>
+                                                            <a href="<?= base_url('/bdsReport/getMultiReport/2') ?>">ACM Status Wise</a>
+                                                        </li>
+                                                        <li>
+                                                            <a href="<?= base_url('/bdsReport/getMultiReport/3') ?>">ACM TAT Wise</a>
+                                                        </li>
+                                                    </ul>
+                                                </div>
+                                            </li>
 
                                         <?php if ((get_role_id() == 1 || get_role_id() == 5) || (in_array(MANAGEMENT_TEAM_ID, user_team()) || in_array(FINANCE_TEAM_ID, user_team()) || in_array(BUSINESS_TEAM_ID, user_team()) )) { ?>
                                             <li>