myLogger = \Config\Services::mylogger(); $this->clientModel = new ClientModel(); $this->clientPolicyModel = new ClientPolicyModel(); $this->insurerModel = new InsurerModel(); $this->insurerBranchModel = new InsurerBranchModel(); $this->policyTransactionModel = new PolicyTransactionModel(); $this->PTCOShareDetailsModel = new PTCOShareDetailsModel(); $this->coShareStmtDetailsModel = new COShareStmtDetailsModel(); $this->policyTypeModel = new PolicyTypeModel(); $this->nhanceBranchModel = new NhanceBranchModel(); $this->policyTatReportType = [ '1' => "TAT Band Wise report", '2' => "Account Manger Status Wise Report", '3' => "Account Manger TAT Wise Report" ]; } // public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate) // { // $fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d'); // $toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d'); // 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, // COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS Premium, // COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id and ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN stmt.reward + stmt.actual_bp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.actual_tp_brokerage_amt ELSE 0 END), 0) AS Revenue, // COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN pt_co.exp_amt ELSE 0 END), 0) AS Expected_amt // from insurers ins // left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1 // left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1 // left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 and pt.policy_issue_date >= '$fromDate' and pt.policy_issue_date <= '$toDate' // left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $insurerCategory and ptp.is_active = 1 // 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(); // // 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 $data; // } // return ($data); // } 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'); 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, COALESCE(SUM(CASE WHEN ptp.policy_category = :insurerCategory: AND pt_co.insurer_id = ins.id THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS Premium, COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id AND ptp.policy_category = :insurerCategory: AND pt_co.insurer_id = ins.id THEN stmt.reward + stmt.actual_bp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.actual_tp_brokerage_amt ELSE 0 END), 0) AS Revenue, COALESCE(SUM(CASE WHEN ptp.policy_category = :insurerCategory: AND pt_co.insurer_id = ins.id THEN pt_co.exp_amt ELSE 0 END), 0) AS Expected_amt 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_type ptp ON pt.policy_type_id = ptp.id AND ptp.policy_category = :insurerCategory: AND ptp.is_active = 1 WHERE ins.is_active = 1 AND (ptp.policy_category = :insurerCategory: OR ptp.policy_category IS NULL) GROUP BY ins.id; "; $binds = ['insurerCategory'=>$insurerCategory,'fromDate'=>$fromDate,'toDate'=>$toDate]; $data['insurer_wise_data'] = $this->insurerModel->query($sql,$binds)->getResultArray(); // log_message('error',$this->insurerModel->getLastQuery()); // log_message('error',json_encode($data)); } catch (\Exception $e) { $data['message'] = 'No data Found'; $this->myLogger->logme('error', $e->getMessage()); return $data; } return ($data); } 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'); try { $sql = " SELECT pot.bap AS bap, COALESCE(COUNT(DISTINCT pt.id), 0) AS Policies, COALESCE(SUM((pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_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, COALESCE(SUM(pt_co.exp_amt), 0) AS Expected_amt 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 pt_co_share_details AS pt_co ON pt.id = pt_co.pt_id AND pt_co.is_active = 1 LEFT JOIN co_share_stmt_details AS co ON pt_co.id = co.co_share_id AND co.is_active = 1 WHERE pot.is_active = 1 AND pot.policy_category = :insurerCategory: GROUP BY pot.bap; "; $binds = ['insurerCategory'=>$insurerCategory,'fromDate'=>$fromDate,'toDate'=>$toDate]; $data['bap_wise_data'] = $this->policyTypeModel->query($sql,$binds)->getResultArray(); } catch (\Exception $e) { $data['message'] = 'No Data Found'; $this->myLogger->logme('error', $e->getMessage()); return $data; } return ($data); } public function irba_report() { 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' ]; $data['report_type'] = [ 'Insurer' => 'insurer', 'BAP' => 'bap', 'BAP-Client' => 'bapClient', 'BAP-Insurer' => 'bapInsurer', 'Client' => 'client' ]; $data['tab_name'] = "IRDA Reports"; $data['page_name'] = "IRDA Report"; return $this->loadLayout('irba_report', $data); } else { $request_post_data = $this->request->getPost(); $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data); $fromDate = $sanitized_post_data['fromDate'] ?? null; $toDate = $sanitized_post_data['toDate'] ?? null; $category = $sanitized_post_data['category'] ?? null; $report_type = $sanitized_post_data['report_type'] ?? null; // log_message('error',json_encode($_POST));die(); 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 = []; } $view_name = "bds_report_Insurer_wise_Data" ; $html = view('bds_report_Insurer_wise_Data', $viewData); return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200); } else if ($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 = []; } $view_name = "bds_report_bap_wise_data"; $html = view('bds_report_bap_wise_data', $viewData); return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200); } else if ($report_type == 'bapInsurer') { //Condition for BAP Insurer wise date $category = $category == 'life' ? 1 : 0; $viewData['data'] = $this->getBAPInsurerData($category, $fromDate, $toDate); $view_name = "irda_bap_insurer_report_list"; $html = view('irda_bap_insurer_report_list', $viewData); return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200); } else if ($report_type == 'bapClient') { //Condition for BAP Client wise date $category = $category == 'life' ? 1 : 0; $viewData['data'] = $this->getBAPClientData($category, $fromDate, $toDate); $view_name = "irda_bap_client_report_list"; $html = view('irda_bap_client_report_list', $viewData); return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200); } else if ($report_type == 'client') { //Condition for Client wise date $category = $category == 'life' ? 1 : 0; $viewData['data'] = $this->getClientData($category, $fromDate, $toDate); $view_name = "irda_client_report_list"; $html = view('irda_client_report_list', $viewData); return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200); } } } // ------------------------------------------------------------------------------------------------ //Function for get BAP INSURE wise data for premium , policy count , revenue only public function getBAPInsurerData($category = 0, $start_date = null, $end_date = null) { $category = (int)$category; try { $this->myLogger->logme('error', 'getBAPInsurerData function called'); $this->myLogger->logme('error', 'category : {data}', ['data' => $category]); $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]); //set default last 3 months data date $fromDate = date('Y-m-d', strtotime('-90 days')); $toDate = date('Y-m-d 23:59:59'); if (!empty($start_date) && !empty($end_date)) { $fromDate = change_date_format($start_date); $toDate = change_date_format($end_date); } $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]); $db = db_connect(); $builder = $db->query(" select ins.id, ins.name as insurer_name, -- Health Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS health_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN pt_co.exp_amt ELSE 0 END), 0) AS health_exp_amt, -- Misc Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS misc_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN pt_co.exp_amt ELSE 0 END), 0) AS misc_exp_amt, -- Motor Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS motor_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN pt_co.exp_amt ELSE 0 END), 0) AS motor_exp_amt, -- Engineering Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS engineering_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN pt_co.exp_amt ELSE 0 END), 0) AS engineering_exp_amt, -- Fire Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS fire_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN pt_co.exp_amt ELSE 0 END), 0) AS fire_exp_amt, -- Liability Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS liability_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN pt_co.exp_amt ELSE 0 END), 0) AS liability_exp_amt, -- Life Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS life_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN pt_co.exp_amt ELSE 0 END), 0) AS life_exp_amt, -- Marine Cargo Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_cargoe_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN pt_co.exp_amt ELSE 0 END), 0) AS marine_cargo_exp_amt, -- Marine Hull Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_hull_revenue, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN pt_co.exp_amt ELSE 0 END), 0) AS marine_hull_exp_amt, -- Grand Totals COALESCE( SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END)+ SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0 ) AS total_policy_count, COALESCE( SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+ SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+ SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0 ) AS total_premium, COALESCE( SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+ SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+ SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0 ) AS total_revenue 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_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $category where ins.is_active = 1 group by ins.id ORDER BY health_premium DESC, misc_premium DESC, motor_premium DESC, engineering_premium DESC, fire_premium DESC, liability_premium DESC, life_premium DESC, marine_cargo_premium DESC, marine_hull_premium DESC; "); // Get the query $result = $builder->getResultArray(); $this->myLogger->logme('error', 'Query executed successfully.'); // dd(db_connect()->getLastQuery(),$result); return $result; } catch (\Exception $e) { // Log the exception details for debugging $this->myLogger->logme('error', 'Error occurred in getBAPInsurerData: {message}', ['message' => $e->getMessage()]); $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]); return []; } } //Function for get BAP CLIENT wise data for premium , policy count , revenue only public function getBAPClientData($category = 0, $start_date = null, $end_date = null) { $category = (int)$category; try { $this->myLogger->logme('error', 'getBAPClientData function called'); $this->myLogger->logme('error', 'category : {data}', ['data' => $category]); $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]); //set default last 3 months data date $fromDate = date('Y-m-d', strtotime('-90 days')); $toDate = date('Y-m-d 23:59:59'); if (!empty($start_date) && !empty($end_date)) { $fromDate = change_date_format($start_date); $toDate = change_date_format($end_date); } $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]); $db = db_connect(); $builder = $db->query(" SELECT c.id AS client_id, c.client_name, -- Health Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium, -- Misc Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium, -- Motor Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium, -- Engineering Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium, -- Fire Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium, -- Liability Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium, -- Life Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium, -- Marine Cargo Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium, -- Marine Hull Policies COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count, COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium, -- Grand Totals COALESCE(SUM(CASE WHEN pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS total_policy_count, COALESCE(SUM(pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt), 0) AS total_premium FROM clients c LEFT JOIN policy_transaction pt ON pt.client_id = c.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 LEFT JOIN pt_co_share_details pt_co ON pt_co.pt_id = pt.id AND pt_co.is_active = 1 LEFT JOIN co_share_stmt_details stmt ON stmt.co_share_id = pt_co.id AND stmt.is_active = 1 WHERE c.is_active = 1 AND ptp.policy_category = $category GROUP BY c.id ORDER BY health_premium DESC, misc_premium DESC, motor_premium DESC, engineering_premium DESC, fire_premium DESC, liability_premium DESC, life_premium DESC, marine_cargo_premium DESC, marine_hull_premium DESC "); // Get the query $result = $builder->getResultArray(); // dd(db_connect()->getLastQuery(),$result); return $result; } catch (\Exception $e) { // Log the exception details for debugging $this->myLogger->logme('error', 'Error occurred in getBAPClientData: {message}', ['message' => $e->getMessage()]); $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]); return []; } } //Function for get CLIENT wise data for premium and policy count only public function getClientData($category = 0, $start_date = null, $end_date = null) { $category = (int)$category; try { $this->myLogger->logme('error', 'getClientData function called'); $this->myLogger->logme('error', 'category : {data}', ['data' => $category]); $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]); //set default last 3 months data date $fromDate = date('Y-m-d', strtotime('-90 days')); $toDate = date('Y-m-d 23:59:59'); if (!empty($start_date) && !empty($end_date)) { $fromDate = change_date_format($start_date); $toDate = change_date_format($end_date); } $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]); $db = db_connect(); $builder = $db->query(" select c.id as client_id, c.client_name, ( select count(policy_transaction.id) from policy_transaction left join policy_type on policy_transaction.policy_type_id = policy_type.id where policy_transaction.client_id = c.id and policy_transaction.action_type = 'inception' and policy_transaction.is_active = 1 ) as policy_count, COALESCE(( select sum(pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) as premium from co_share_stmt_details stmt left join pt_co_share_details pt_co on stmt.co_share_id = pt_co.id left join policy_transaction pt on pt_co.pt_id = pt.id where pt.client_id = c.id and stmt.is_active = 1 and pt_co.is_active = 1 and pt.is_active = 1 ), 0) as premium from clients c join policy_transaction on c.id = policy_transaction.client_id AND policy_transaction.policy_issue_date >= '$fromDate' AND policy_transaction.policy_issue_date <= '$toDate' join policy_type on policy_transaction.policy_type_id = policy_type.id and policy_type.policy_category = $category where c.is_active = 1 group by client_name order by premium desc "); // Get the query $result = $builder->getResultArray(); // dd(db_connect()->getLastQuery(),$result); return $result; } catch (\Exception $e) { // Log the exception details for debugging $this->myLogger->logme('error', 'Error occurred in getClientData: {message}', ['message' => $e->getMessage()]); $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]); return []; } } // //Function for get BAP INSURE wise data for premium , policy count , revenue only // public function getBAPInsurerData($category = 0, $start_date = null, $end_date = null) // { // try { // $this->myLogger->logme('error', 'getBAPInsurerData function called'); // $this->myLogger->logme('error', 'category : {data}', ['data' => $category]); // $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]); // //set default last 3 months data date // $fromDate = date('Y-m-d', strtotime('-90 days')); // $toDate = date('Y-m-d 23:59:59'); // if (!empty($start_date) && !empty($end_date)) { // $fromDate = change_date_format($start_date); // $toDate = change_date_format($end_date); // } // $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]); // $db = db_connect(); // $builder = $db->query(" // select ins.id, ins.name as insurer_name, // -- Health Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS health_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS health_revenue, // -- Misc Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS misc_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS misc_revenue, // -- Motor Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS motor_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS motor_revenue, // -- Engineering Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS engineering_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS engineering_revenue, // -- Fire Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS fire_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS fire_revenue, // -- Liability Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS liability_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS liability_revenue, // -- Life Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS life_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS life_revenue, // -- Marine Cargo Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_cargo_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_cargoe_revenue, // -- Marine Hull Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_hull_premium, // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_hull_revenue, // -- Grand Totals // COALESCE( // SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END)+ // SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), // 0 // ) AS total_policy_count, // COALESCE( // SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END)+ // SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END)+ // SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), // 0 // ) AS total_premium, // COALESCE( // SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) + // SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+ // SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+ // SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), // 0 // ) AS total_revenue // 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_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $category // where ins.is_active = 1 // group by ins.id // ORDER BY // health_premium DESC, // misc_premium DESC, // motor_premium DESC, // engineering_premium DESC, // fire_premium DESC, // liability_premium DESC, // life_premium DESC, // marine_cargo_premium DESC, // marine_hull_premium DESC; // "); // // Get the query // $result = $builder->getResultArray(); // $this->myLogger->logme('error', 'Query executed successfully.'); // // dd(db_connect()->getLastQuery(),$result); // return $result; // } catch (\Exception $e) { // // Log the exception details for debugging // $this->myLogger->logme('error', 'Error occurred in getBAPInsurerData: {message}', ['message' => $e->getMessage()]); // $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]); // return []; // } // } // //Function for get BAP CLIENT wise data for premium , policy count , revenue only // public function getBAPClientData($category = 0, $start_date = null, $end_date = null) // { // try { // $this->myLogger->logme('error', 'getBAPClientData function called'); // $this->myLogger->logme('error', 'category : {data}', ['data' => $category]); // $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]); // //set default last 3 months data date // $fromDate = date('Y-m-d', strtotime('-90 days')); // $toDate = date('Y-m-d 23:59:59'); // if (!empty($start_date) && !empty($end_date)) { // $fromDate = change_date_format($start_date); // $toDate = change_date_format($end_date); // } // $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]); // $db = db_connect(); // $builder = $db->query(" // SELECT // c.id AS client_id, // c.client_name, // -- Health Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS health_premium, // -- Misc Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS misc_premium, // -- Motor Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS motor_premium, // -- Engineering Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS engineering_premium, // -- Fire Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS fire_premium, // -- Liability Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS liability_premium, // -- Life Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS life_premium, // -- Marine Cargo Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_cargo_premium, // -- Marine Hull Policies // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count, // COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_hull_premium, // -- Grand Totals // COALESCE(SUM(CASE WHEN pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS total_policy_count, // COALESCE(SUM(stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt), 0) AS total_premium // FROM clients c // LEFT JOIN policy_transaction pt ON pt.client_id = c.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 // LEFT JOIN pt_co_share_details ptco ON ptco.pt_id = pt.id AND ptco.is_active = 1 // LEFT JOIN co_share_stmt_details stmt ON stmt.co_share_id = ptco.id AND stmt.is_active = 1 // WHERE c.is_active = 1 // AND ptp.policy_category = $category // GROUP BY c.id // ORDER BY // health_premium DESC, // misc_premium DESC, // motor_premium DESC, // engineering_premium DESC, // fire_premium DESC, // liability_premium DESC, // life_premium DESC, // marine_cargo_premium DESC, // marine_hull_premium DESC // "); // // Get the query // $result = $builder->getResultArray(); // // dd(db_connect()->getLastQuery(),$result); // return $result; // } catch (\Exception $e) { // // Log the exception details for debugging // $this->myLogger->logme('error', 'Error occurred in getBAPClientData: {message}', ['message' => $e->getMessage()]); // $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]); // return []; // } // } // //Function for get CLIENT wise data for premium and policy count only // public function getClientData($category = 0, $start_date = null, $end_date = null) // { // try { // $this->myLogger->logme('error', 'getClientData function called'); // $this->myLogger->logme('error', 'category : {data}', ['data' => $category]); // $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]); // //set default last 3 months data date // $fromDate = date('Y-m-d', strtotime('-90 days')); // $toDate = date('Y-m-d 23:59:59'); // if (!empty($start_date) && !empty($end_date)) { // $fromDate = change_date_format($start_date); // $toDate = change_date_format($end_date); // } // $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]); // $db = db_connect(); // $builder = $db->query(" // select // c.id as client_id, // c.client_name, // ( // select // count(policy_transaction.id) // from policy_transaction // left join policy_type on policy_transaction.policy_type_id = policy_type.id // where policy_transaction.client_id = c.id // and policy_transaction.action_type = 'inception' // and policy_transaction.is_active = 1 // ) as policy_count, // COALESCE(( // select // sum(stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt) as premium // from co_share_stmt_details stmt // left join pt_co_share_details ptco on stmt.co_share_id = ptco.id // left join policy_transaction pt on ptco.pt_id = pt.id // where pt.client_id = c.id // and stmt.is_active = 1 // and ptco.is_active = 1 // and pt.is_active = 1 // ), 0) as premium // from clients c // join policy_transaction on c.id = policy_transaction.client_id AND policy_transaction.policy_issue_date >= '$fromDate' AND policy_transaction.policy_issue_date <= '$toDate' // join policy_type on policy_transaction.policy_type_id = policy_type.id and policy_type.policy_category = $category // where c.is_active = 1 // group by client_name // order by premium desc // "); // // Get the query // $result = $builder->getResultArray(); // // dd(db_connect()->getLastQuery(),$result); // return $result; // } catch (\Exception $e) { // // Log the exception details for debugging // $this->myLogger->logme('error', 'Error occurred in getClientData: {message}', ['message' => $e->getMessage()]); // $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]); // return []; // } // } // ---------------RENEWAL REPORT----------------------------------------------------------------------------------- public function renewalReport() { if ($this->request->is('get')) { $default_start = new \DateTime(); $data['default_end'] = $default_start->format('d-m-Y'); $data['default_start'] = $default_start->modify('-60 days')->format('d-m-Y'); $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll(); $data['client_list'] = $this->clientModel->where('is_active', 1)->findAll(); $data['tab_name'] = "Renewal Reports"; $data['page_name'] = "Renewal Report"; return $this->loadLayout('renewal_search', $data); } else { $request_post_data = $this->request->getPost(); $sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data); $fromDate = $sanitized_post_data['fromDate'] ?? null; $toDate = $sanitized_post_data['toDate'] ?? null; $client_id = $sanitized_post_data['client_id'] ?? null; $client_type = $sanitized_post_data['client_type'] ?? null; $issuer_branch = $sanitized_post_data['issuer_branch'] ?? null; $data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll(); $data['client_type'] = [1 => 'Group', 2 => 'Individual']; $data['renewal_data'] = $this->policyTransactionModel->getRenewalReportData($fromDate, $toDate, $client_type, $client_id, $issuer_branch); // print_r($data); die; $view_name = "bds_renewal_report_list"; $html = view('bds_renewal_report_list', $data); return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200); } } /** New arugument Introduced Named as "$isInternalCalled" * Functional Based called means $isInternalCalled is True. * Output returning as Array * Route Based called means $isInternalCalled is False. becoz this is External Call * Output returning as Page */ public function bdsTATReport($isInternalCalled = false) { $sql = " SELECT tc.TAT_Category, COALESCE(SUM(CASE WHEN subquery.status = 'under_process' THEN 1 ELSE 0 END), 0) AS `Under Process`, COALESCE(SUM(CASE WHEN subquery.status = 'client_pending' THEN 1 ELSE 0 END), 0) AS `Client Pending`, COALESCE(SUM(CASE WHEN subquery.status = 'insurer_pending' THEN 1 ELSE 0 END), 0) AS `Insurer Pending`, COALESCE(SUM(CASE WHEN subquery.status = 'instalment_pending' THEN 1 ELSE 0 END), 0) AS `Instalment Pending`, COALESCE(SUM(CASE WHEN subquery.status = 'co_insurer_pending' THEN 1 ELSE 0 END), 0) AS `Co-Insurer Pending`, COALESCE(SUM(CASE WHEN subquery.status = 'tpa_pending' THEN 1 ELSE 0 END), 0) AS `TPA Pending`, COALESCE(SUM(CASE WHEN subquery.status = 'validated' THEN 1 ELSE 0 END), 0) AS `Validated`, COALESCE(SUM(CASE WHEN subquery.status = 'cancelled' THEN 1 ELSE 0 END), 0) AS `Cancelled`, COALESCE(SUM(CASE WHEN subquery.status = 'completed' THEN 1 ELSE 0 END), 0) AS `Completed`, COALESCE(SUM(CASE WHEN subquery.status = 'lost' THEN 1 ELSE 0 END), 0) AS `Lost` FROM ( SELECT 'Above 12 Days' AS TAT_Category UNION ALL SELECT '9-12 Days' UNION ALL SELECT '5-8 Days' UNION ALL SELECT '0-4 Days' ) AS tc LEFT JOIN ( SELECT pt.id AS policy_id, ls.status, CASE WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 0 AND 4 THEN '0-4 Days' WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 5 AND 8 THEN '5-8 Days' WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 9 AND 12 THEN '9-12 Days' ELSE 'Above 12 Days' END AS TAT_Category FROM policy_transaction pt LEFT JOIN ( SELECT pts1.* 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 ) AS subquery ON tc.TAT_Category = subquery.TAT_Category GROUP BY tc.TAT_Category ORDER BY FIELD(tc.TAT_Category, '0-4 Days', '5-8 Days' , '9-12 Days' , 'Above 12 Days' ) "; // Run the query $db = \Config\Database::connect(); $query = $db->query($sql); // Get the result $result = $query->getResultArray(); // dd(db_connect()->getLastQuery(),$result); $data['data'] = $result; // dd($data, get_role_id(), ENROLLMENT_TEAM_ID, user_team()); if ($isInternalCalled) { return $result; } $data['tab_name'] = "BDS TAT Band Wise Report"; $data['page_name'] = "BDS TAT Band Wise Report"; return $this->loadLayout('bds_tat_wise_report', $data); } public function accountMangerStatusBDSReport() { $data['tab_name'] = "Account Manager BDS Report"; $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){ $data['tab_name'] = "BDS Reports"; if ($report_type == 1){ $data['page_name'] = "BDS TAT Report"; $data['page_title'] = ""; $data['data'] = $this->bdsTATReport(true); // Functional Based called means True }else if ($report_type == 2){ $data['page_name'] = "Account Manager Status Report"; $data['page_title'] = ""; $data['data'] = $this->accountMangerStatusBDSReport(); }else{ $data['page_name'] = "Account Manager TAT Report"; $data['page_title'] = ""; $data['data'] = $this->accountManagerTatBDSReport(); } return $this->loadLayout('bds_multi_report', $data); } }