<?php

namespace App\Models;

use CodeIgniter\Model;

class PolicyTransactionModel extends Model
{
    protected $table            = 'policy_transaction';
    protected $primaryKey       = 'id';
    protected $useAutoIncrement = true;
    protected $returnType       = 'array';
    protected $useSoftDeletes   = false;
    protected $protectFields    = true;
    protected $allowedFields = [
        'id',
        'issuer',
        'client_id',
        'client_branch_id',
        'insurer_id',
        'insurer_branch_id',
        'tpa_id',
        'tpa_branch_id',
        'client_policy_id',
        'vehicle_id',
        'issue_type',
        'source_client_policy_id',
        'policy_no',
        'cd_ac_no',
        'policy_issue_date',
        'policy_start_date',
        'policy_end_date',
        'action_type',
        'endorsement_no',
        'data_received_date',
        'closure_date',
        'emp_count',
        'dependent_count',
        'status',
        'created_by',
        'updated_by',
        'created_at',
        'updated_at',
        'is_active',
        'invoice_status',
        'invoice_no',
        'revenue_type',
        'tsi',
        'co_share',
        'pre_payable_by',
        'bro_payable_by',
        'ct_status',
        'co_broking_status',
        'installment',
        'installment_data',
        'location',
        'links',
        'stage',
        'etat',
        'etat_band',
        'edate',
        'renewal_date',
        'rollover_date',
        'policy_holder_name',
        'same_as_proposer',
        'ref',
        'spl',
        'fund_received',
        'listed_insurers',
        'ppteam',
        'policy_type_id',
        'endorse_eff_date',
        'sales_generated_by',
        'serviced_by',
        'ct_type',
        'ct_tran_id',
        'remarks',
        'month',
        'cd_ac_pk',
        'install_due_date',
        'policy_with_corr',
        'is_cd_reduce_from_bds',
    ];


    // Callbacks
    protected $allowCallbacks       = true;
    protected $beforeInsert         = ["checkAndADDCreatedByValue"];
    protected $afterInsert          = [];
    protected $beforeUpdate         = ["checkAndUpdateUpdatedByValue"];
    protected $afterUpdate          = [];
    protected $beforeFind           = [];
    protected $afterFind            = [];
    protected $beforeDelete         = [];
    protected $afterDelete          = [];

    protected function checkAndADDCreatedByValue(array $data)
    {
        // Check if 'updated_by' value is null or empty
        if (empty($data['data']['created_by'])) {
            // Set 'updated_by' value to the current session user ID
            $data['data']['created_by'] = get_session_userid();
        }

        return $data;
    }

    protected function checkAndUpdateUpdatedByValue(array $data)
    {
        // Check if 'updated_by' value is null or empty
        if (empty($data['data']['updated_by'])) {
            // Set 'updated_by' value to the current session user ID
            $data['data']['updated_by'] = get_session_userid();
        }

        return $data;
    }

    // BDS Report OLD Functin for QUERY
    // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
    public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
    {
        $builder = $this->db->table('policy_transaction')
            ->select("
                policy_transaction.*,
                DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
                DATE_FORMAT(
                    IF(policy_transaction.month IS NULL, 
                    policy_transaction.policy_issue_date, 
                    policy_transaction.month), 
                    '%b %Y') AS policy_issue_month,
                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.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.reward,
                pt_co_share_details.bp_amt,
                sales_user.first_name as salse_person_name,
                service_user.first_name as service_person_name,

                ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,

                ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,

                ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,

                ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_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.bp_amt * pt_co_share_details.agreed_bp_per + 
                    (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
                    (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
                2) AS total_irda,

                ROUND(
                    (ROUND(
                        (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
                        (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
                        (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
                    2) * 18 / 100), 
                2) AS gst_on_revenue,

                ROUND(
                    (ROUND(
                        (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
                        (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
                        (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
                    2) + 
                    ROUND(
                        (ROUND(
                            (pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per + 
                            (pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) * 
                            (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100, 
                        2) * 18 / 100), 
                    2)), 
                2) AS total_amt_received,
                insurer_statements.invoice_date,
                insurer_statements.invoice_no,
                insurer_statements.invoice_amount,

                (
                        SELECT
                        (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
                        FROM
                        inv_payment_details
                        WHERE
                        inv_payment_details.statement_id = insurer_statements.id
                        AND inv_payment_details.is_active = 1
                        
                    ) AS realization_amount,

                    ROUND(
                    insurer_statements.invoice_amount - 
                    (
                        SELECT
                        (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
                        FROM
                        inv_payment_details
                        WHERE
                        inv_payment_details.statement_id = insurer_statements.id
                        AND inv_payment_details.is_active = 1
                    ),
                    2) AS outstanding_amount,

                    (
                        SELECT
                        GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
                        FROM
                        inv_payment_details
                        WHERE
                        inv_payment_details.statement_id = insurer_statements.id
                        AND inv_payment_details.is_active = 1
                    ) AS utr_numbers,

                    (
                        SELECT
                        GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
                        FROM
                        inv_payment_details
                        WHERE
                        inv_payment_details.statement_id = insurer_statements.id
                        AND inv_payment_details.is_active = 1
                    ) AS payment_dates

            ")
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id')
            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
            ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
            ->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
            ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
            ->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')
            ->where('policy_transaction.is_active', 1);

        // Check if the start date and end date are provided
        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        } else {

            // $fromDate = date('Y-m-d', strtotime('-30 days'));
            // $toDate = date('Y-m-d 23:59:59');

            // $builder->where('policy_transaction.created_at >=', $fromDate)
            //         ->where('policy_transaction.created_at <=', $toDate);
        }

        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }

        if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {

            $fromDate = date('Y-m-d', strtotime('-30 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        $builder->orderBy('policy_transaction.id', 'desc');

        return $builder->get()->getResultArray();
    }

    // BDS Report NEW Functin for QUERY
    // public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)

    // 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)
    // {   

    //     $date_condition = '';
    //     if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
    //         $date_condition = "
    //              AND insurer_statements.month >= '".$start_date ."'
    //              AND insurer_statements.month <= '".$end_date ."'
    //         ";
    //     }

    //     $builder = $this->db->table('policy_transaction')
    //         ->select("
    //             policy_transaction.*,
    //             DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
    //             DATE_FORMAT(
    //                 IF(policy_transaction.month IS NULL, 
    //                 policy_transaction.policy_issue_date, 
    //                 policy_transaction.month), 
    //                 '%b %Y') AS policy_issue_month,
    //             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.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.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.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,

    //             ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,

    //             ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,

    //             ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_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(
    //             (
    //                 SELECT
    //                 (
    //                     SUM(co_share_stmt_details.actual_bp_brokerage_amt) + 
    //                     SUM(co_share_stmt_details.actual_tp_brokerage_amt) + 
    //                     SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
    //                     SUM(co_share_stmt_details.reward) 

    //                 ) AS total_irda_amt
    //                 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
    //                 $date_condition
    //             ),
    //             2
    //             ) AS total_irda_amt,
    //             ROUND(
    //             (
    //                 SELECT
    //                 (
    //                     SUM(co_share_stmt_details.reward) 

    //                 ) AS 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
    //                 $date_condition
    //             ),
    //             2
    //             ) AS reward,

    //             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) 
    //                 ) AS total_irda_amt
    //                 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
    //                 $date_condition

    //             ),
    //             2
    //             ) AS billed_amt,

    //             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 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
    //                         $date_condition
    //                 )
    //                 -
    //                 (
    //                     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 NULL
    //                         $date_condition
    //                 )
    //             ), 
    //             2
    //             ) AS unbilled_amt

    //         ")
    //         ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
    //         // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
    //         ->join('clients', 'clients.id = policy_transaction.client_id')
    //         ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
    //         ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
    //         ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
    //         ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
    //         ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
    //         ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
    //         ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
    //         ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
    //         ->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')
    //         ->where('policy_transaction.is_active', 1)  
    //         ->where('pt_co_share_details.is_active', 1);

    //     // Check if the start date and end date are provided
    //     if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {

    //         $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
    //         $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

    //         $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
    //                 ->where('policy_transaction.'.$date_type.'<=', $endDate);

    //     }

    //     // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){

    //     //     $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
    //     //     $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
    //     //     $builder->where('policy_transaction.month >=', $startDate)
    //     //     ->where('policy_transaction.month <=', $endDate);
    //     // }

    //     // Conditionally join insurer_statements if $date_type == 'statement_month'
    //     if ($date_type == 'statement_month'  && $start_date != 0 && $end_date != 0) {
    //         $startDate = date('Y-m-d', strtotime($start_date));
    //         $endDate = date('Y-m-d', strtotime($end_date));

    //         $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
    //         ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
    //         ->where('insurer_statements.is_active', 1)
    //         ->where('insurer_statements.month >=', $startDate)
    //         ->where('insurer_statements.month <=', $endDate)
    //         ->groupBy('co_share_stmt_details.co_share_id');
    //     }

    //     if ($client_id != 0) {
    //         $builder->where('policy_transaction.client_id', $client_id);
    //     }

    //     if ($insurer_id != 0) {
    //         $builder->where('policy_transaction.insurer_id', $insurer_id);
    //     }

    //     if ($client_branch_id != 0) {
    //         $builder->where('policy_transaction.client_branch_id', $client_branch_id);
    //     }

    //     if ($insurer_branch_id != 0) {
    //         $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
    //     }

    //     if ($client_policy_id != 0) {
    //         $builder->where('policy_transaction.client_policy_id', $client_policy_id);
    //     }


    //     if ($policy_type_id != 0) {
    //         $builder->where('client_policy.policy_type_id', $policy_type_id);
    //     }

    //     if ($issuer != 0) {
    //         $builder->where('policy_transaction.issuer', $issuer);
    //     }

    //     if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){

    //         $fromDate = date('Y-m-d', strtotime('-30 days'));
    //         $toDate = date('Y-m-d 23:59:59');

    //         $builder->where('policy_transaction.created_at >=', $fromDate)
    //                 ->where('policy_transaction.created_at <=', $toDate);

    //     }

    //     $builder->orderBy('policy_transaction.id', 'desc');

    //     $result = $builder->get()->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, $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 . "'
            ";
        }

        $builder = $this->db->table('policy_transaction')
            ->select("
                policy_transaction.*,
                DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
                DATE_FORMAT(
                    IF(policy_transaction.month IS NULL, 
                    policy_transaction.policy_issue_date, 
                    policy_transaction.month), 
                    '%b %Y') AS policy_issue_month,
                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.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,

                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(
                (
                    SELECT
                    (
                        SUM(co_share_stmt_details.actual_bp_brokerage_amt) + 
                        SUM(co_share_stmt_details.actual_tp_brokerage_amt) + 
                        SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
                        SUM(co_share_stmt_details.reward) 

                    ) AS total_irda_amt
                    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
                    $date_condition
                ),
                2
                ) AS total_irda_amt,
                ROUND(
                (
                    SELECT
                    (
                        SUM(co_share_stmt_details.reward) 

                    ) AS 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
                    $date_condition
                ),
                2
                ) AS reward,

                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) 
                    ) AS total_irda_amt
                    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
                    $date_condition
                   
                ),
                2
                ) AS billed_amt,

                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 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
                            $date_condition
                    )
                    -
                    (
                        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 NULL
                            $date_condition
                    )
                ), 
                2
                ) AS unbilled_amt

            ")
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id')
            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
            ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
            ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
            ->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')
            ->where('policy_transaction.is_active', 1)
            ->where('pt_co_share_details.is_active', 1);

        if (
            (!in_array(get_role_id(), [1, 5])) &&
            !(
                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
                in_array(FINANCE_TEAM_ID, user_team()) ||
                in_array(BUSINESS_TEAM_ID, user_team())
            )
        ) {
            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
                $builder->where('policy_transaction.created_by', get_session_userid());
            }
        }
        if (!empty($where)) {
            log_message('info', 'Where condition: ' . json_encode($where));
            $builder->where($where);
        }
        // Check if the start date and end date are provided
        if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {

            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        }

        // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){

        //     $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
        //     $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
        //     $builder->where('policy_transaction.month >=', $startDate)
        //     ->where('policy_transaction.month <=', $endDate);
        // }

        // Conditionally join insurer_statements if $date_type == 'statement_month'
        if ($date_type == 'statement_month'  && $start_date != 0 && $end_date != 0) {
            $startDate = date('Y-m-d', strtotime($start_date));
            $endDate = date('Y-m-d', strtotime($end_date));

            $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
                ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
                ->where('insurer_statements.is_active', 1)
                ->where('insurer_statements.month >=', $startDate)
                ->where('insurer_statements.month <=', $endDate)
                ->groupBy('co_share_stmt_details.co_share_id');
        }

        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($client_branch_id != 0) {
            $builder->where('policy_transaction.client_branch_id', $client_branch_id);
        }

        if ($insurer_branch_id != 0) {
            $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
        }

        if ($client_policy_id != 0) {
            $builder->where('policy_transaction.client_policy_id', $client_policy_id);
        }


        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }

        if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {

            $fromDate = date('Y-m-d', strtotime('-60 days'));
            $toDate = date('Y-m-d 23:59:59');

            if (empty($where)) {
                $builder->where('policy_transaction.created_at >=', $fromDate)
                    ->where('policy_transaction.created_at <=', $toDate);
            }
        }

        $builder->orderBy('policy_transaction.id', 'desc');

        $result = $builder->get()->getResultArray();

        // dd($this->db->getLastQuery());

        return $result;
    }

    // public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
    // {
    //     // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
    //     $builder = $this->db->table('policy_transaction')
    //         ->select('
    //             policy_transaction.*, 
    //             clients.short_name AS client_short_name,
    //             clients.client_code,
    //             clients.client_type,
    //             clients.client_name,
    //             client_branch.branch_name AS client_branch_name,
    //             insurers.name AS insurer_name,
    //             insurers.short_name AS insurer_short_name,
    //             policy_type.policy_type,
    //             pt_co_share_details.agreed_amt AS amount,
    //             pt_co_share_details.bp_amt AS bp,
    //             pt_co_share_details.tp_amt AS tp
    //         ')
    //         ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
    //         ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
    //         ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
    //         ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
    //         ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
    //         ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
    //         ->where('policy_transaction.is_active', 1)
    //         ->where('policy_transaction.action_type', 'inception');

    //     if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

    //         $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
    //         $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

    //         $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
    //                 ->where('policy_transaction.'.$date_type.'<=', $endDate);
    //     }else{

    //         // $fromDate = date('Y-m-d', strtotime('-30 days'));
    //         // $toDate = date('Y-m-d 23:59:59');

    //         // $builder->where('policy_transaction.created_at >=', $fromDate)
    //         //         ->where('policy_transaction.created_at <=', $toDate);
    //     }

    //     if ($client_id != 0) {
    //         $builder->where('policy_transaction.client_id', $client_id);
    //     }

    //     if ($insurer_id != 0) {
    //         $builder->where('policy_transaction.insurer_id', $insurer_id);
    //     }

    //     if ($policy_type_id != 0) {
    //         $builder->where('client_policy.policy_type_id', $policy_type_id);
    //     }

    //     if ($issuer != 0) {
    //         $builder->where('policy_transaction.issuer', $issuer);
    //     }
    //     if ($status != 0) {
    //         $builder->where('policy_transaction.status', $status);
    //     }

    //     if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){

    //         $fromDate = date('Y-m-d', strtotime('-30 days'));
    //         $toDate = date('Y-m-d 23:59:59');

    //         $builder->where('policy_transaction.created_at >=', $fromDate)
    //                 ->where('policy_transaction.created_at <=', $toDate);

    //     }

    //     $builder->orderBy('policy_transaction.id', 'desc')->limit(10);

    //     $result = $builder->get()->getResultArray();

    //     // dd($this->db->getLastQuery());

    //     return $result;
    // }

    public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0, $where = null)
    {
        $builder = $this->db->table('policy_transaction')
            ->select('
                policy_transaction.*, 
                clients.short_name AS client_short_name,
                clients.client_code,
                clients.client_type,
                clients.client_name,
                client_branch.branch_name AS client_branch_name,
                insurers.name AS insurer_name,
                insurers.short_name AS insurer_short_name,
                policy_type.policy_type,
                pt_co_share_details.agreed_amt AS amount,
                pt_co_share_details.bp_amt AS bp,
                pt_co_share_details.tp_amt AS tp,
                clients.pan
            ')
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->where('policy_transaction.is_active', 1)
            ->where('policy_transaction.action_type', 'inception');

        if (
            (!in_array(get_role_id(), [1, 5])) &&
            !(
                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
                in_array(FINANCE_TEAM_ID, user_team()) ||
                in_array(BUSINESS_TEAM_ID, user_team())
            )
        ) {
            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
                $builder->where('policy_transaction.created_by', get_session_userid());
            }
        }

        // Optimize Date Filtering
        if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
            $builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
                ->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
        }

        // Apply Filters Only When Necessary
        if (!empty($client_id)) {
            $builder->where('policy_transaction.client_id', $client_id);
        }
        if (!empty($insurer_id)) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }
        if (!empty($policy_type_id)) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }
        if (!empty($issuer)) {
            $builder->where('policy_transaction.issuer', $issuer);
        }
        if (!empty($status)) {
            $builder->where('policy_transaction.status', $status);
        }

        // Default to Last 30 Days if No Filters Are Applied
        if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
            $fromDate = date('Y-m-d', strtotime('-60 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        if (!empty($where)) {
            $builder->whereIn('policy_transaction.id', $where);
        }

        // Optimize Query Execution
        $builder->orderBy('policy_transaction.id', 'desc');

        return $builder->get()->getResultArray();
    }


    public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
    {
        // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
        $builder = $this->db->table('policy_transaction')
            ->select('
                    policy_transaction.*, 
                    clients.short_name as client_short_name,
                    clients.client_code,
                    client_branch.branch_name as client_branch_name,
                    insurers.name AS insurer_name,
                    insurers.short_name AS insurer_short_name,
                    policy_type.policy_type 
                ')
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('clients', 'policy_transaction.client_id = clients.id', 'left')
            ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('policy_type', 'client_policy.policy_type_id = policy_type.id', 'left')
            ->where('policy_transaction.is_active', 1)
            ->where('policy_transaction.action_type !=', 'inception');

        if (
            (!in_array(get_role_id(), [1, 5])) &&
            !(
                in_array(MANAGEMENT_TEAM_ID, user_team()) ||
                in_array(FINANCE_TEAM_ID, user_team()) ||
                in_array(BUSINESS_TEAM_ID, user_team())
            )
        ) {
            if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
                $builder->where('policy_transaction.created_by', get_session_userid());
            }
        }


        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        } else {

            // $fromDate = date('Y-m-d', strtotime('-30 days'));
            // $toDate = date('Y-m-d 23:59:59');

            // $builder->where('policy_transaction.created_at >=', $fromDate)
            //         ->where('policy_transaction.created_at <=', $toDate);
        }

        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }
        if ($status != 0) {
            $builder->where('policy_transaction.status', $status);
        }

        if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {

            $fromDate = date('Y-m-d', strtotime('-30 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        $builder->orderBy('policy_transaction.id', 'desc');

        return $builder->get()->getResultArray();
    }

    public function getVarienceReportLIst($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)
    {
        $builder = $this->db->table('policy_transaction')
            ->select("
            
                policy_transaction.id,
                clients.client_name,
                client_branch.branch_name as client_branch_name,
                insurers.name AS insurer_name,
                insurer_branch.branch_name AS insurer_branch_name,
                policy_type.policy_type,
                policy_transaction.policy_no,
                policy_transaction.endorsement_no,

                pt_co_share_details.exp_amt,
                pt_co_share_details.variance,
                ROUND ( (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt),2) as original_premium,
                ROUND(
                (
                    SELECT
                    (
                        SUM(co_share_stmt_details.actual_bp_amt) + SUM(co_share_stmt_details.actual_tp_amt) + SUM(co_share_stmt_details.actual_tep_amt)
                    ) AS total_stmt_amt
                    FROM
                    co_share_stmt_details
                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
                    WHERE
                    co_share_stmt_details.co_share_id = pt_co_share_details.id
                    AND co_share_stmt_details.is_active = 1
                ),
                2
                ) AS statement_premium,

                               COALESCE(
                    (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 0
                ) - 
                COALESCE(
                    (
                        SELECT 
                            SUM(co_share_stmt_details.actual_bp_amt) + 
                            SUM(co_share_stmt_details.actual_tp_amt) + 
                            SUM(co_share_stmt_details.actual_tep_amt)
                        FROM 
                            co_share_stmt_details
                        JOIN 
                            insurer_statements 
                        ON 
                            co_share_stmt_details.statement_id = insurer_statements.id 
                            AND insurer_statements.is_active = 1
                        WHERE 
                            co_share_stmt_details.co_share_id = pt_co_share_details.id
                            AND co_share_stmt_details.is_active = 1
                    ), 0
                ) AS premium_variance_amt,


                ROUND(
                (
                    SELECT
                    (
                        SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
                    ) AS total_irda_amt
                    FROM
                    co_share_stmt_details
                    JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
                    WHERE
                    co_share_stmt_details.co_share_id = pt_co_share_details.id
                    AND co_share_stmt_details.is_active = 1
                ),
                2
                ) AS statement_amount,

                ROUND(
                    pt_co_share_details.exp_amt - 
                    (
                        SELECT 
                            (
                                SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
                                SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
                                SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
                            ) 
                        FROM co_share_stmt_details
                        JOIN insurer_statements 
                            ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
                        WHERE 
                            co_share_stmt_details.co_share_id = pt_co_share_details.id
                            AND co_share_stmt_details.is_active = 1
                    ),
                    2
                ) AS variance_amt


            ")
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
            ->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->where('policy_transaction.is_active', 1)
            ->where('pt_co_share_details.is_active', 1)
            // ->where('insurer_statements.is_active',1);
            // ->having('variance_amt IS NOT NULL')
            // ->having('variance_amt !=',0)
            // ->having('premium_variance_amt IS NOT NULL')
            // ->having('premium_variance_amt !=',0);

            // ->group_start()
            ->having('variance_amt IS NOT NULL')
            ->orHaving('variance_amt !=', 0)
            ->having('premium_variance_amt IS NOT NULL')
            ->orHaving('premium_variance_amt !=', 0);
        // ->group_end();
        // ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
        // ->where('pt_co_share_details.variance IS NOT NULL')
        // ->where('pt_co_share_details.variance !=', 0);

        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        } else {

            $fromDate = date('Y-m-d', strtotime('-30 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }

        if ($client_branch_id != 0) {
            $builder->where('policy_transaction.client_branch_id', $client_branch_id);
        }

        if ($insurer_branch_id != 0) {
            $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
        }

        if ($client_policy_id != 0) {
            $builder->where('policy_transaction.client_policy_id', $client_policy_id);
        }


        $builder->orderBy('policy_transaction.id', 'desc');

        return $builder->get()->getResultArray();
    }

    public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
    {
        $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
        $builder = $this->db->table('policy_transaction')
            ->select([
                'policy_transaction.id AS policy_trns_id',
                'clients.client_name',
                'insurers.name AS insurer_name',
                'policy_type.policy_type',
                'policy_transaction.policy_no',
                'policy_transaction.endorsement_no',
                "CASE
                    WHEN policy_transaction.action_type = 'inception' THEN 'I'
                    ELSE 'E'
                END AS action_type",
                'policy_transaction.action_type as action_type_full',
                'pt_co_share_details.bp_amt',
                'pt_co_share_details.tp_amt',
                'pt_co_share_details.tep_amt',
                'policy_transaction.status'
            ])
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->join(
                '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active 
              FROM policy_transaction_status 
              WHERE is_active = 1 
              GROUP BY policy_tran_id) th',
                'policy_transaction.id = th.policy_tran_id'

            )
            ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
            ->where('policy_transaction.is_active', 1)
            ->where("policy_transaction.status is not null", null, false)
            ->whereNotIn("policy_transaction.status", ['completed'])
            // ->where('policy_transaction.status', 'completed')
            ->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);


        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        } else {

            $fromDate = date('Y-m-d', strtotime('-30 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }

        if ($status != 0) {
            $builder->where('policy_transaction.status', $status);
        }

        $builder->orderBy('policy_transaction.id', 'desc');
        // echo $builder->getCompiledSelect();
        // exit;

        $returnData = $builder->get()->getResultArray();


        // dd($returnData);
        return $returnData;
    }

    public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
    {
        $dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));

        $builder = $this->db->table('policy_transaction')
            ->select("
                policy_transaction.id,
                clients.client_name,
                insurers.name AS insurer_name,
                policy_type.policy_type,
                policy_transaction.policy_no,
                policy_transaction.endorsement_no,
                CASE
                    WHEN policy_transaction.action_type = 'inception' THEN 'I'
                    ELSE 'E'
                END AS action_type,
                policy_transaction.action_type AS action_type_full,
                pt_co_share_details.exp_amt,
                pt_co_share_details.variance,
                policy_transaction.status
            ")
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->join(
                '(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active 
              FROM policy_transaction_status 
              WHERE is_active = 1 
              GROUP BY policy_tran_id) th',
                'policy_transaction.id = th.policy_tran_id'

            )
            ->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
            ->where('policy_transaction.is_active', 1)
            // ->where('policy_transaction.status', 'completed')
            ->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
            ->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
            ->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
            ->where("policy_transaction.status is not null", null, false)
            ->whereNotIn("policy_transaction.status", ['completed']);

        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {

            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        } else {

            $fromDate = date('Y-m-d', strtotime('-30 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }

        if ($status != 0) {
            $builder->where('policy_transaction.status', $status);
        }

        $builder->orderBy('policy_transaction.id', 'desc');

        return $builder->get()->getResultArray();
    }

    public function getOutstandingReportList_OLD($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
    {
        $builder = $this->db->table('policy_transaction')
            ->select("
                policy_transaction.id,
                clients.client_name,
                insurers.name AS insurer_name,
                policy_type.policy_type,
                policy_transaction.policy_no,
                policy_transaction.endorsement_no,
                CASE
                    WHEN policy_transaction.action_type = 'inception' THEN 'I'
                    ELSE 'E'
                END AS action_type,
                pt_co_share_details.exp_amt,
                pt_co_share_details.variance,
                insurer_statements.invoice_amount,
                insurer_statements.invoice_status,
    
                ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
                
                (
                    SELECT
                    (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
                    FROM
                    inv_payment_details
                    WHERE
                    inv_payment_details.statement_id = insurer_statements.id
                    AND inv_payment_details.is_active = 1
                        
                ) AS realization_amount,
    
                ROUND(
                    insurer_statements.invoice_amount - 
                    (
                        SELECT
                        (SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
                        FROM
                        inv_payment_details
                        WHERE
                        inv_payment_details.statement_id = insurer_statements.id
                        AND inv_payment_details.is_active = 1
                    ),
                2) AS outstanding_amount
            ")
            ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
            ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
            ->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
            ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
            ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
            ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
            ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
            ->where('policy_transaction.is_active', 1);

        // Date range filtering
        if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
            $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
            $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

            $builder->where('policy_transaction.' . $date_type . '>=', $startDate)
                ->where('policy_transaction.' . $date_type . '<=', $endDate);
        } else {
            $fromDate = date('Y-m-d', strtotime('-30 days'));
            $toDate = date('Y-m-d 23:59:59');

            $builder->where('policy_transaction.created_at >=', $fromDate)
                ->where('policy_transaction.created_at <=', $toDate);
        }

        // Additional filters
        if ($client_id != 0) {
            $builder->where('policy_transaction.client_id', $client_id);
        }

        if ($insurer_id != 0) {
            $builder->where('policy_transaction.insurer_id', $insurer_id);
        }

        if ($policy_type_id != 0) {
            $builder->where('client_policy.policy_type_id', $policy_type_id);
        }

        if ($issuer != 0) {
            $builder->where('policy_transaction.issuer', $issuer);
        }

        if ($status != 0) {
            $builder->where('policy_transaction.status', $status);
        }

        // Filter where outstanding_amount is not null
        $builder->having('outstanding_amount IS NOT NULL');

        $builder->orderBy('policy_transaction.id', 'desc');

        return $builder->get()->getResultArray();
    }

    public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
    {
        $builder = $this->db->table('insurer_statements s')
            ->select('
                                s.id, 
                                s.insurer_id, 
                                s.branch_id,
                                ins.short_name, 
                                ib.branch_name, 
                                s.month, 
                                s.line_items, 
                                s.stmt_sno, 
                                s.invoice_status, 
                                s.invoice_date, 
                                s.invoice_no, 
                                s.invoice_amount, 
                                COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid, 
                                (s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
                            ')
            ->join('inv_payment_details p', 's.id = p.statement_id', 'left')
            ->join('insurers ins', 's.insurer_id = ins.id')
            ->join('insurer_branch ib', 's.branch_id = ib.id')
            ->where('s.is_active', 1)
            ->where('p.is_active', 1)
            ->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
            ->having('outstanding_amount >', 0);
        // ->get();


        // Date range filtering
        if ($start_date != 0 && $end_date != 0) {

            $builder->where('s.month >=', $start_date)
                ->where('s.month <=', $end_date);
        }

        if ($insurer_id != 0) {
            $builder->where('s.insurer_id', $insurer_id);
        }
        if ($insurer_branch_id != 0) {
            $builder->where('s.branch_id', $insurer_branch_id);
        }

        $builder->orderBy('s.id', 'desc');

        return $builder->get()->getResultArray();
    }


    //function for fetch renewal report data
    public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
    {
        $fromDate = date('Y-m-d', strtotime('-60 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);
        }

        $query = $this->db->table('policy_transaction pt')
            ->select('
                pt.*, 
                c.client_name, 
                c.short_name AS client_short_name, 
                c.client_type,
                policy_type.policy_type,
                i.name as insurer_name,
                ib.branch_name as insurer_branch_name,
                vehicle.vehicle_no,
                leads.status as lead_status
            ')
            ->join('clients c', 'pt.client_id = c.id', 'left')
            ->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
            ->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
            ->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
            ->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
            ->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
            ->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
            ->where('pt.policy_end_date >=', $fromDate)
            ->where('pt.policy_end_date <=', $toDate)
            ->where('pt.is_active', 1)
            ->where('pt_co.is_active', 1)
            ->where('pt.action_type', "inception");

        // Apply filters if parameters are provided
        if (!empty($client_type)) {
            $query->where('c.client_type', $client_type);
        }
        if (!empty($client)) {
            $query->where('pt.client_id', $client);
        }
        if (!empty($issuer)) { // Corrected condition to check $issuer
            $query->where('pt.issuer', $issuer);
        }

        $query->groupBy('pt.id');
        $query->orderBy('pt.id', 'DESC');
        // Fetch and return results
        $results = $query->get()->getResultArray();
        // print($this->db->getLastQuery()); die;
        return $results;
    }

    public function getBDSRenewalData()
    {
        // Increase GROUP_CONCAT limit
        $this->db->query("SET SESSION group_concat_max_len = 1000000;");

        $builder = $this->db->table('policy_transaction pt');

        $builder->select([
            'SUM(CASE WHEN pt.policy_end_date < CURDATE() THEN 1 ELSE 0 END) AS Expired',
            'SUM(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN 1 ELSE 0 END) AS `Renewal Pending`',
            'GROUP_CONCAT(CASE WHEN pt.policy_end_date < CURDATE() THEN pt.id ELSE NULL END) AS Expired_ids',
            'GROUP_CONCAT(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN pt.id ELSE NULL END) AS Renewal_Pending_ids'
        ]);
        $builder->where("pt.policy_end_date IS NOT NULL", null, false);
        $builder->where('pt.is_active', 1);

        // Self join to check if a policy has been renewed
        $builder->join('policy_transaction renewed', 'renewed.source_client_policy_id = pt.client_policy_id and renewed.client_id = pt.client_id and renewed.client_branch_id = pt.client_branch_id', 'left');

        // Filter for expired or expiring policies
        $builder->where("(pt.policy_end_date < CURDATE() OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH))", null, false);

        $builder->where('renewed.id IS NULL', null, false);
        $query = $builder->get();
        $result = $query->getResultArray();

        $total = 0;
        foreach ($result[0] as $key => $value) {
            if ($key !== 'Expired_ids' && $key !== 'Renewal_Pending_ids') {
                $total += $value;
            }
        }

        // Ensure ID fields are arrays (not null)
        $result[0]['Expired_ids'] = $result[0]['Expired_ids'] ? $result[0]['Expired_ids'] : [];
        $result[0]['Renewal Pending_ids'] = $result[0]['Renewal_Pending_ids'] ? $result[0]['Renewal_Pending_ids'] : [];

        // Add total count
        $result[0]['total'] = $total;

        return $result[0];
    }
}