Nhances/nhance
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

CHANGE_NEW_BDS_REPORT

Browse Source
This commit is contained in:
VENKATESHWARAN 2025-11-28 15:06:36 +05:30
parent 15d272efb1
commit 9f6dd050fd
3 changed files with 526 additions and 226 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

2
app/Controllers/PolicyTransactionController.php
View File

@ -500,7 +500,7 @@
$data['calc_policy_issue_date'][$index] = change_date_format($data['calc_policy_issue_date'][$index]);
}
$co_share_type_value = $data['co_share'] == 1 ? $data['co_share_type'][$index] ?? 1 : 1;
$co_share_type_value = (($data['co_share'] ?? 0) == 1) ? ($data['co_share_type'][$index] ?? 1) : 1;
// Prepare each co-share detail entry
$coShareDetails[] = [

743
app/Models/PolicyTransactionModel.php
View File

@ -593,7 +593,7 @@
// return $result;
// }
public function getBDSReportList($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, $where = [])
public function getBDSReportList1($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 = '';
@ -652,7 +652,7 @@
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_velmurugan,
ROUND(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_amt, 0),2) AS gst_amount,
ROUND(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_gst_amt, 0),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(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_amt, 0),2),
@ -665,6 +665,7 @@
(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,
ROUND(
(
SELECT
@ -686,6 +687,7 @@
),
2
) AS total_irda_amt,
ROUND(
(
SELECT
@ -725,7 +727,6 @@
AND insurer_statements.is_active = 1
AND insurer_statements.invoice_status IS NOT NULL
$date_condition
),
2
) AS billed_amt,
@ -772,7 +773,9 @@
),
2
) AS unbilled_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
@ -1874,7 +1877,7 @@
return $result[0];
}
public function reportBDSNew(
public function reportBDSNew1(
$start_date = 0,
$end_date = 0,
$client_id = 0,
@ -1887,8 +1890,9 @@
$client_policy_id = 0,
$user_id = 0,
$where = []
) {
)
{
$date_condition = '';
// ==============================
@ -1896,9 +1900,9 @@
// ==============================
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$date_condition = "
AND insurer_statements_oq.month >= '{$start_date}'
AND insurer_statements_oq.month <= '{$end_date}'
";
AND insurer_statements_oq.month >= '{$start_date}'
AND insurer_statements_oq.month <= '{$end_date}'
";
}
// ==============================
@ -1913,92 +1917,92 @@
$builder2 = $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,
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( policy_transaction.policy_issue_date, '%b %Y') AS policy_issue_month,
DATE_FORMAT( policy_transaction.policy_issue_date, '%b %Y') AS policy_issue_month,
CASE
WHEN 1 = 1 THEN 'no statement uploaded'
ELSE 'statement uploaded'
END AS statement_uploaded ,
CASE
WHEN 1 = 1 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 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.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,
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,
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.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,
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,
-- ==============================
-- SUBQUERY: Total IRDA Amount
-- Alias Agreed Amount ...!!
-- ==============================
ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
-- Reward Only
ROUND(0, 2) AS reward,
-- Reward Only
ROUND(0, 2) AS reward,
-- Billed Amount
ROUND(0, 2) AS billed_amt,
-- Billed Amount
ROUND(0, 2) AS billed_amt,
created_user.first_name AS user_name,
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
")
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
@ -2016,15 +2020,16 @@
->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)
// ========================================================
// GROUP BY Insurer Statement Months
// =======================================================
->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ');
// ========================================================
// GROUP BY Insurer Statement Months
// =======================================================
// ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ')
;
// ==============================
// ROLE-BASED FILTERS
@ -2055,7 +2060,7 @@
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder2->where("policy_transaction.{$date_type} >=", $startDate)
->where("policy_transaction.{$date_type} <=", $endDate);
->where("policy_transaction.{$date_type} <=", $endDate);
}
@ -2075,10 +2080,10 @@
// DEFAULT 90-DAY FILTER
// ==============================
if (
$client_id == 0 &&
$insurer_id == 0 &&
$policy_type_id == 0 &&
$date_type == 0 &&
$client_id == 0 &&
$insurer_id == 0 &&
$policy_type_id == 0 &&
$date_type == 0 &&
$issuer == 0
) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
@ -2086,7 +2091,7 @@
if (empty($where)) {
$builder2->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
->where('policy_transaction.created_at <=', $toDate);
}
}
@ -2116,123 +2121,123 @@
$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,
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 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 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.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,
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,
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.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,
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,
-- ==============================
-- 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,
-- 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,
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
")
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
@ -2250,12 +2255,12 @@
->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')
->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('co_share_stmt_details.is_active', 1)
@ -2263,10 +2268,11 @@
->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');
// ========================================================
// GROUP BY Insurer Statement Months
// =======================================================
// ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month')
;
// ==============================
// ROLE-BASED FILTERS
@ -2297,7 +2303,7 @@
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where("policy_transaction.{$date_type} >=", $startDate)
->where("policy_transaction.{$date_type} <=", $endDate);
->where("policy_transaction.{$date_type} <=", $endDate);
}
// JOIN FOR STATEMENT MONTH FILTER
@ -2306,11 +2312,11 @@
$endDate = date('Y-m-d', strtotime($end_date));
$builder->join('co_share_stmt_details cssdfilter', 'pt_co_share_details.id = cssdfilter.co_share_id', 'left')
->join('insurer_statements', 'cssdfilter.statement_id = insurer_statements.id', 'left')
->where('insurer_statements.is_active', 1)
->where('insurer_statements.month >=', $startDate)
->where('insurer_statements.month <=', $endDate)
->groupBy('cssdfilter.co_share_id');
->join('insurer_statements', 'cssdfilter.statement_id = insurer_statements.id', 'left')
->where('insurer_statements.is_active', 1)
->where('insurer_statements.month >=', $startDate)
->where('insurer_statements.month <=', $endDate)
->groupBy('cssdfilter.co_share_id');
}
// ==============================
@ -2329,10 +2335,10 @@
// DEFAULT 90-DAY FILTER
// ==============================
if (
$client_id == 0 &&
$insurer_id == 0 &&
$policy_type_id == 0 &&
$date_type == 0 &&
$client_id == 0 &&
$insurer_id == 0 &&
$policy_type_id == 0 &&
$date_type == 0 &&
$issuer == 0
) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
@ -2340,7 +2346,7 @@
if (empty($where)) {
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
->where('policy_transaction.created_at <=', $toDate);
}
}
@ -2351,18 +2357,309 @@
$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";
$finalSql = "($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();
// dd($this->db->getLastQuery());
return $result;
}
public function getBDSReportList($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 = [])
{
$date_condition = '';
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$date_condition = "
AND insurer_statements.month >= '" . $start_date . "'
AND insurer_statements.month <= '" . $end_date . "'
";
}
$default_date_filter = '';
if ($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)) {
$default_date_filter = "
AND pt.created_at >= '" . $fromDate . "'
AND pt.created_at <= '" . $toDate . "'
";
}
}
$sql = "
SELECT * FROM (
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS policy_issue_month,
pt.month as statement_month,
'no statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN pt.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
c.client_name,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.branch_code AS insurer_branch_code,
created_user.first_name AS user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt, 2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18, 2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18, 2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt, 2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
pcsd.agreed_bp_per,
ROUND(pcsd.exp_amt, 2) AS total_irda_amt,
0.00 AS reward,
0.00 AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1 THEN
IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
$default_date_filter
GROUP BY pt.policy_no, pcsd.insurer_id
UNION ALL
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
insq.month as statement_month,
'statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN pt.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
c.client_name,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.branch_code AS insurer_branch_code,
CASE
WHEN
IFNULL(cssd.actual_tep_brokerage_amt,0) = 0 AND
IFNULL(cssd.actual_tp_brokerage_amt,0) = 0 AND
IFNULL(cssd.actual_bp_brokerage_amt,0) = 0 AND
IFNULL(cssd.reward,0) != 0
THEN 'rewards'
ELSE created_user.first_name
END AS user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
pcsd.agreed_bp_per,
CASE
WHEN insq.month = pt.month THEN pcsd.exp_amt
ELSE 0
END AS total_irda_amt_2,
COALESCE((
SELECT SUM(cs.reward)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS reward,
COALESCE((
SELECT SUM(
COALESCE(cs.actual_bp_brokerage_amt,0) +
COALESCE(cs.actual_tp_brokerage_amt,0) +
COALESCE(cs.actual_tep_brokerage_amt,0) +
COALESCE(cs.reward,0)
)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id
AND i.invoice_status IS NOT NULL
AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1
THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
AND insq.is_active = 1
$default_date_filter
GROUP BY pt.policy_no, pcsd.insurer_id, insq.month
) AS final_result
-- GROUP BY statement_month, insurer_name, policy_no
ORDER BY
policy_no ASC,
insurer_branch_name ASC,
statement_uploaded ASC,
statement_month ASC,
STR_TO_DATE(policy_issue_month, '%b %Y') ASC
";
$query = $this->db->query($sql);
$result = $query->getResultArray();
$keys = [];
$filtered = [];
foreach ($result as $row) {
$key = $row['statement_month'].'|'.$row['insurer_name'].'|'.$row['policy_no'];
// If uploaded record exists, always keep it and override previous
if ($row['statement_uploaded'] === 'statement uploaded') {
$filtered[$key] = $row; // overwrite no-statement row if it exists
$keys[$key] = true;
}
// Keep "no statement uploaded" only if uploaded one not added yet
elseif (!isset($keys[$key])) {
$filtered[$key] = $row;
}
}
$result = array_values($filtered);
return $result;
}

7
app/Views/report_bds.php
View File

@ -79,7 +79,7 @@ table.dataTable tbody td {
<thead class="bg-light">
<tr>
<th>S. No</th>
<th style="display: none;">User</th>
<th>User</th>
<th>Month</th>
<th style="display: none;">Business Type</th>
<th style="display: none;">Client Type</th>
@ -123,7 +123,7 @@ table.dataTable tbody td {
echo base_url('policy_tranction/endorsement/list') . '?pt_id=' . $row['id'] ;
}
?>" class="mdi mdi-pencil" ></a> </td>
<td style="display: none;"><?php echo $row['user_name'] ?: 'N/A'; ?></td>
<td><?php echo $row['user_name'] ?: 'N/A'; ?></td>
<td><?php echo $row['policy_issue_month'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['revenue_type'] ?: 'N/A'; ?></td>
<td style="display: none;"><?php echo $row['client_type'] ?: 'N/A'; ?></td>
@ -175,6 +175,9 @@ table.dataTable tbody td {
// REF : Velmurugan but he told handle in query
// Date : 6/11/25 12:50
$unbilled_amt = $total_irda_amt - $row['billed_amt'];
if($total_irda_amt == "0.00"){
$unbilled_amt = abs($unbilled_amt);
}
$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>