CHANGE_NEW_BDS_REPORT

app/Controllers/PolicyTransactionController.php

@@ -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[] = [

app/Models/PolicyTransactionModel.php

@@ -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,
@@ -1887,7 +1890,8 @@
             $client_policy_id = 0,
             $user_id = 0,
             $where = []
-        ) {
+        ) 
+        {
 
             $date_condition = '';
 
@@ -2024,7 +2028,8 @@
                 // ========================================================
                 // GROUP BY Insurer Statement Months
                 // =======================================================
-            ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ');
+                // ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ')
+                ;
 
             // ==============================
             // ROLE-BASED FILTERS
@@ -2253,8 +2258,8 @@
                 ->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('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('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)
@@ -2266,7 +2271,8 @@
                 // ========================================================
                 // GROUP BY Insurer Statement Months
                 // =======================================================
-            ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month');
+                // ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month')
+                ;
 
             // ==============================
             // ROLE-BASED FILTERS
@@ -2357,13 +2363,304 @@
 
 
             $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;
-
         }
 
 
 
     
 
+
     }

app/Views/report_bds.php

@@ -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>