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FEAT_IRDA_REPORT_SRINIVAS

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This commit is contained in:
Srinivas-Saravanan 2025-01-24 09:52:14 +05:30
parent 560d4328a8
commit c73564ec72
5 changed files with 367 additions and 369 deletions
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57
app/Controllers/BDSReportController.php
View File

@ -46,15 +46,13 @@ class BDSReportController extends AdminController
$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
$this->policyTypeModel = new PolicyTypeModel();
}
public function Insurer_wise_Data($insurerCategory,$fromDate,$toDate){
public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate)
{
$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
if($insurerCategory == 0 || $insurerCategory == 1){
try {
$sql = "
select ins.id,ins.name as insurers,
COALESCE(SUM(CASE WHEN pt.action_type = 'inception' and pt.insurer_id = ins.id and ptp.policy_category = $insurerCategory THEN 1 ELSE 0 END), 0) AS Policies,
@ -63,28 +61,29 @@ class BDSReportController extends AdminController
from insurers ins
left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 and pt.policy_issue_date >= $fromDate and pt.policy_issue_date <= $toDate
left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 and pt.policy_issue_date >= '$fromDate' and pt.policy_issue_date <= '$toDate'
left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $insurerCategory
where ins.is_active = 1 and (ptp.policy_category = $insurerCategory or ptp.policy_category is null)
group by ins.id
";
$data['insurer_wise_data'] = $this->insurerModel->query($sql)->getResultArray();
}else{
$data['message'] = 'Insurer Category Not Valid';
log_message('error',$data['message']);
// log_message('error',$this->insurerModel->getLastQuery());
// log_message('error',json_encode($data));
} catch (\Exception $e) {
$data['message'] = 'No data Found';
$this->myLogger->logme('error', $e->getMessage());
return $data;
}
return view('bds_report_Insurer_wise_Data',$data);
return ($data);
}
public function Bap_Wise_Data($insurerCategory,$fromDate,$toDate){
public function Bap_Wise_Data($insurerCategory, $fromDate, $toDate)
{
$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
if($insurerCategory == 0 || $insurerCategory == 1){
try {
$sql = "
SELECT
pot.bap AS bap,
@ -92,7 +91,7 @@ class BDSReportController extends AdminController
COALESCE(SUM(co.actual_bp_amt + co.actual_tep_amt + co.actual_tp_amt), 0) AS Premium,
COALESCE(SUM(co.reward + co.actual_bp_brokerage_amt + co.actual_tep_brokerage_amt + co.actual_tp_brokerage_amt), 0) AS Revenue
FROM policy_type AS pot
LEFT JOIN policy_transaction AS pt ON pot.id = pt.policy_type_id AND pt.is_active = 1 AND pt.action_type = 'inception' and pt.policy_issue_date >= $fromDate and pt.policy_issue_date <= $toDate
LEFT JOIN policy_transaction AS pt ON pot.id = pt.policy_type_id AND pt.is_active = 1 AND pt.action_type = 'inception' and pt.policy_issue_date >= '$fromDate' and pt.policy_issue_date <= '$toDate'
LEFT JOIN pt_co_share_details AS ptco ON pt.id = ptco.pt_id AND ptco.is_active = 1
LEFT JOIN co_share_stmt_details AS co ON ptco.id = co.co_share_id AND co.is_active = 1
WHERE pot.is_active = 1
@ -101,24 +100,26 @@ class BDSReportController extends AdminController
";
$data['bap_wise_data'] = $this->policyTypeModel->query($sql)->getResultArray();
}else{
$data['message'] = 'Insurer Category Not Valid';
log_message('error',$data['message']);
} catch (\Exception $e) {
$data['message'] = 'No Data Found';
$this->myLogger->logme('error', $e->getMessage());
return $data;
}
return view('bds_report_bap_wise_data',$data);
return ($data);
}
public function irba_report(){
public function irba_report()
{
if ($this->request->getMethod()=='get'){
if ($this->request->is('get')) {
$default_start = new \DateTime();
$data['default_end'] = $default_start->format('d-m-Y');
$data['default_start'] = $default_start->modify('-90 days')->format('d-m-Y');
$data['categories'] = [
'Life' => 'life','Non Life'=>'nonLife'
'Life' => 'life',
'Non Life' => 'nonLife'
];
$data['report_type'] = [
'Insurer' => 'insurer',
@ -137,7 +138,9 @@ class BDSReportController extends AdminController
if ($report_type == 'insurer') {
$life = $category == 'life' ? 1 : 0;
$viewData = $this->Insurer_wise_Data($life, $fromDate, $toDate);
if (isset($data['message'])) {
return $this->respond(['status'=> false,'message'=>$data['message']],200);
}
// Ensure $viewData is an array
if (!is_array($viewData)) {
$viewData = [];
@ -145,11 +148,12 @@ class BDSReportController extends AdminController
$html = view('bds_report_Insurer_wise_Data', $viewData);
return $this->respond(['status' => true, 'html' => $html], 200);
}
else if($report_type == 'bap'){
} else if ($report_type == 'bap') {
$life = $category == 'life' ? 1 : 0;
$viewData = $this->Bap_wise_Data($life, $fromDate, $toDate);
if (isset($data['message'])) {
return $this->respond(['status'=> false,'message'=>$data['message']],200);
}
// Ensure $viewData is an array
if (!is_array($viewData)) {
$viewData = [];
@ -158,7 +162,6 @@ class BDSReportController extends AdminController
$html = view('bds_report_bap_wise_data', $viewData);
return $this->respond(['status' => true, 'html' => $html], 200);
}
}
}

73
app/Views/bds_report_Insurer_wise_Data.php
View File

@ -1,5 +1,4 @@
<style>
.table th,
.table td {
padding: 8px;
@ -10,7 +9,6 @@ table.dataTable tbody td {
}
.col-12 {
max-width: 98% !important;
}
@ -22,6 +20,7 @@ table.dataTable tbody td {
text-align: right;
}
</style>
<div class="col-12">
<div class="card">
<div class="card-body">
@ -52,7 +51,7 @@ table.dataTable tbody td {
</tbody>
<tfoot>
<tr>
<th>Total Amount</th>
<th>Grand Total</th>
<th></th>
<th></th>
<th></th>
@ -63,44 +62,12 @@ table.dataTable tbody td {
</div>
</div>
</div>
<script>
document.addEventListener("DOMContentLoaded", function() {
// Select the table and footer cells
const table = document.querySelector("#tickets-table");
const tbody = table.querySelector("tbody");
const footer = table.querySelector("tfoot tr");
let totalPolicies = 0;
let totalPremium = 0;
let totalRevenue = 0;
// Loop through each row in the table body and accumulate totals
tbody.querySelectorAll("tr").forEach(row => {
const policies = parseInt(row.cells[1].textContent) || 0;
const premium = parseFloat(row.cells[2].textContent.replace(/[^0-9.-]+/g, "")) || 0;
const revenue = parseFloat(row.cells[3].textContent.replace(/[^0-9.-]+/g, "")) || 0;
totalPolicies += policies;
totalPremium += premium;
totalRevenue += revenue;
});
// Append totals to the footer
footer.innerHTML = `
<th>Grand Total</th>
<th>${totalPolicies}</th>
<th>${totalPremium.toFixed(2)}</th>
<th>${totalRevenue.toFixed(2)}</th>
`;
});
</script>
<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>>" + // Filter left, buttons right
@ -110,18 +77,16 @@ if (ticketsTable.length) {
{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
title: 'Insurer-Wise-Report-List',
},
{
extend: 'excel',
text: 'Excel',
title: 'Policy-Tranction-BDS-List',
title: 'Insurer-Wise-Report-List',
exportOptions: {
orthogonal: 'sort'
},
}
],
language: {
search: "_INPUT_",
@ -130,9 +95,37 @@ if (ticketsTable.length) {
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
ordering: false,
footerCallback: function(row, data, start, end, display) {
var api = this.api();
// Helper function to parse numbers
var parseNumber = function(value) {
return typeof value === 'string' ?
parseFloat(value.replace(/[\$,]/g, '')) :
typeof value === 'number' ? value : 0;
};
// Calculate total for each column
var totalPolicies = api.column(1).data().reduce(function(a, b) {
return parseNumber(a) + parseNumber(b);
}, 0);
var totalPremium = api.column(2).data().reduce(function(a, b) {
return parseNumber(a) + parseNumber(b);
}, 0);
var totalRevenue = api.column(3).data().reduce(function(a, b) {
return parseNumber(a) + parseNumber(b);
}, 0);
// Update the footer with totals
$(api.column(1).footer()).html(totalPolicies.toLocaleString());
$(api.column(2).footer()).html("₹ " + totalPremium.toLocaleString(undefined, { minimumFractionDigits: 2 }));
$(api.column(3).footer()).html("₹ " + totalRevenue.toLocaleString(undefined, { minimumFractionDigits: 2 }));
}
});
} else {
console.error("Table atet found.");
console.error("Table not found.");
}
});
</script>

77
app/Views/bds_report_bap_wise_data.php
View File

@ -1,5 +1,4 @@
<style>
.table th,
.table td {
padding: 8px;
@ -10,7 +9,6 @@ table.dataTable tbody td {
}
.col-12 {
max-width: 98% !important;
}
@ -22,6 +20,7 @@ table.dataTable tbody td {
text-align: right;
}
</style>
<div class="col-12">
<div class="card">
<div class="card-body">
@ -31,7 +30,8 @@ table.dataTable tbody td {
</div>
</div>
<div class="table-responsive">
<table id="scroll-horizontal-datatable" class="table w-100 nowrap"> <thead class="bg-light">
<table id="scroll-horizontal-datatable" class="table w-100 nowrap">
<thead class="bg-light">
<tr>
<th>Insurer</th>
<th>Policies</th>
@ -51,7 +51,7 @@ table.dataTable tbody td {
</tbody>
<tfoot>
<tr>
<th>Total Amount</th>
<th>Grand Total</th>
<th></th>
<th></th>
<th></th>
@ -62,44 +62,12 @@ table.dataTable tbody td {
</div>
</div>
</div>
<script>
document.addEventListener("DOMContentLoaded", function() {
// Select the table and footer cells
const table = document.querySelector("#tickets-table");
const tbody = table.querySelector("tbody");
const footer = table.querySelector("tfoot tr");
let totalPolicies = 0;
let totalPremium = 0;
let totalRevenue = 0;
// Loop through each row in the table body and accumulate totals
tbody.querySelectorAll("tr").forEach(row => {
const policies = parseInt(row.cells[1].textContent) || 0;
const premium = parseFloat(row.cells[2].textContent.replace(/[^0-9.-]+/g, "")) || 0;
const revenue = parseFloat(row.cells[3].textContent.replace(/[^0-9.-]+/g, "")) || 0;
totalPolicies += policies;
totalPremium += premium;
totalRevenue += revenue;
});
// Append totals to the footer
footer.innerHTML = `
<th>Grand Total</th>
<th>${totalPolicies}</th>
<th>${totalPremium.toFixed(2)}</th>
<th>${totalRevenue.toFixed(2)}</th>
`;
});
</script>
<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>>" + // Filter left, buttons right
@ -109,18 +77,16 @@ if (ticketsTable.length) {
{
extend: 'csv',
text: 'CSV',
title: 'Policy-Tranction-BDS-List',
title: 'Bap-Wise-Report-List',
},
{
extend: 'excel',
text: 'Excel',
title: 'Policy-Tranction-BDS-List',
title: 'Bap-Wise-Report-List',
exportOptions: {
orthogonal: 'sort'
},
}
],
language: {
search: "_INPUT_",
@ -129,10 +95,37 @@ if (ticketsTable.length) {
paging: true, // Enable pagination
pageLength: 10, // Set default number of rows per page (optional)
ordering: false,
footerCallback: function(row, data, start, end, display) {
var api = this.api();
// Helper function to parse numbers
var parseNumber = function(value) {
return typeof value === 'string' ?
parseFloat(value.replace(/[\$,]/g, '')) :
typeof value === 'number' ? value : 0;
};
// Calculate total for each column
var totalPolicies = api.column(1).data().reduce(function(a, b) {
return parseNumber(a) + parseNumber(b);
}, 0);
var totalPremium = api.column(2).data().reduce(function(a, b) {
return parseNumber(a) + parseNumber(b);
}, 0);
var totalRevenue = api.column(3).data().reduce(function(a, b) {
return parseNumber(a) + parseNumber(b);
}, 0);
// Update the footer with totals
$(api.column(1).footer()).html(totalPolicies.toLocaleString());
$(api.column(2).footer()).html("₹ " + totalPremium.toLocaleString(undefined, { minimumFractionDigits: 2 }));
$(api.column(3).footer()).html("₹ " + totalRevenue.toLocaleString(undefined, { minimumFractionDigits: 2 }));
}
});
} else {
console.error("Table atet found.");
console.error("Table not found.");
}
});
</script>

10
app/Views/irba_report.php
View File

@ -59,8 +59,10 @@
</div>
</div>
</div>
<div id="report"></div>
<div class="card mb-1">
<div id="report"></div>
</div>
<script>
$(function() {
@ -69,6 +71,7 @@
var start = moment(start, 'DD/MM/YYYY');
var end = moment(end, 'DD/MM/YYYY');
function cb(start, end) {
$('#reportrange span').html(start.format('D-MM-YYYY') + ' - ' + end.format('D-MM-YYYY'));
$('#startDate').val(start.format('DD-MM-YYYY'));
@ -132,6 +135,11 @@
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
}else{
$('.loader').fadeOut();
$('.loader-mask').delay(350).fadeOut('slow');
let message = response.message;
toastr.error(message,'ERROR');
}

11
app/Views/layout/header.php
View File

@ -84,8 +84,6 @@
<!-- <script src="<?= base_url('public/unlayer/js/embed.js') . '' ?>"></script> -->
<!-- srinivas -->
<style>
body[data-sidebar-size=condensed]:not([data-layout=compact]):not(.auth-fluid-pages) {
min-height: 0;
}
@ -718,7 +716,7 @@
<a href="<?= base_url('/policy_tranction/report/report-outstanding-list') ?>">Outstanding</a>
</li>
<li>
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRBA Reports</a>
<a href="<?= base_url('/bdsReport/irba_report') ?>">IRDA Reports</a>
</li>
<?php } ?>
@ -741,7 +739,9 @@
<li>
<a href="<?= base_url('/policy_tranction/report/report-business-list') ?>">Business Team</a>
</li>
</li></ul></div>
</li>
</ul>
</div>
<li>
<a href="#policyMasters" data-toggle="collapse" class="waves-effect">
@ -756,7 +756,8 @@
<li>
<a href="<?= base_url('/master/vehicle/list') ?>">Vehicle Master</a>
</li>
</ul></div>
</ul>
</div>
</li>
<li>