<?php

    namespace App\Models;

    use CodeIgniter\Model;
    use Kint;

    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',
            'issuer_branch',
            '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',
            'agent_id',
            'agent_code',
            'file_id',
            'entry_from',
            'salse_person_manager_id',
            'service_person_manager_id',
            'service_person_branch_id',
            'pos_id',
        ];


        // 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;
        }

        private const ALLOWED_DATE_TYPES = [
            'policy_issue_date',
            'policy_start_date',
            'policy_end_date',
            'created_at',
            'updated_at',
        ];

        private function validateDateType($date_type)
        {
            if (!in_array($date_type, self::ALLOWED_DATE_TYPES, true)) {
                throw new \InvalidArgumentException("Invalid date_type: {$date_type}");
            }
            return $date_type;
        }

        // 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) {

                $this->validateDateType($date_type);
                $startDate = date('Y-m-d 00:00:00', strtotime($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('-90 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 getBDSReportList1($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
        {

            $date_condition = '';
            if ($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(pt_co_share_details.pt_policy_issue_date IS NULL, 
                        policy_transaction.policy_issue_date, 
                        pt_co_share_details.pt_policy_issue_date), 
                        '%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_velmurugan,

                    ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) + ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2)), 2) AS total_premium_velmurugan,

                    ROUND(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_gst_amt, 0),2) AS gst_amount,

                    ROUND(ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) + 
                          ROUND(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_amt, 0),2),
                    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,

                    created_user.first_name as user_name,
                    
                    CASE 
                        WHEN pt_co_share_details.co_share_type IN (0, 1) 
                            THEN policy_transaction.policy_no
                        WHEN pt_co_share_details.co_share_type > 1 
                            THEN CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL 
                                        OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                        ELSE policy_transaction.policy_no
                    END AS policy_no
                ")
                ->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')
                ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
                ->where('policy_transaction.is_active', 1)
                ->where('pt_co_share_details.is_active', 1);

            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') {

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

                if($date_type == "policy_issue_date"){
                    $builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
                        ->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
                }else{
                    $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 ($user_id != 0) {
                $builder->where('policy_transaction.created_by', $user_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('-90 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,
                    DATE_FORMAT(policy_transaction.created_at, '%d %b %Y %h:%i %p') AS created_at,
                    user_profiles.first_name as user_name,
                    CASE 
                        WHEN pt_co_share_details.co_share_type IN (0, 1) 
                            THEN policy_transaction.policy_no
                        WHEN pt_co_share_details.co_share_type > 1 
                            THEN CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL 
                                        OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                        ELSE policy_transaction.policy_no
                    END AS policy_no
                ")
                ->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')
                ->join('user_profiles', 'policy_transaction.created_by = user_profiles.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 ((!in_array(get_role_id(), [1, 5]))) {
                if (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)) {

                $this->validateDateType($date_type);
                $startDate = change_date_format($start_date, 'd/m/Y', 'Y-m-d 00:00:00');
                $endDate = change_date_format($end_date, 'd/m/Y', 'Y-m-d 23:59:59');

                if($date_type == "policy_issue_date"){
                    $builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
                        ->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);

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

            // 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('-30 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');
            $data = $builder->get()->getResultArray();
            // dd($this->db->getLastQuery());
            return $data;
        }

        public function getCachedInceptionTranctionListData(array $filters): array
        {
            $cacheKey = 'inception_list_v1_' . md5(json_encode($filters));
            $cache    = \Config\Services::cache();
            $cached   = $cache->get($cacheKey);

            if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
                return $cached;
            }

            $ttl = 300;
            $rows = $this->getInceptionTranctionListData(
                $filters['start_date'] ?? 0,
                $filters['end_date'] ?? 0,
                $filters['client_id'] ?? 0,
                $filters['insurer_id'] ?? 0,
                $filters['policy_type_id'] ?? 0,
                $filters['date_type'] ?? 0,
                $filters['issuer'] ?? 0,
                $filters['status'] ?? 0,
                $filters['ids'] ?? null
            );

            $payload = [
                'rows'       => $rows,
                'expires_at' => time() + $ttl,
            ];
            $cache->save($cacheKey, $payload, $ttl);

            return $payload;
        }

        public function filterInceptionTranctionRowsBySearch(array $rows, string $searchValue): array
        {
            $needle = mb_strtolower(trim($searchValue));
            if ($needle === '') {
                return $rows;
            }

            $issuerMap = [1 => 'jibs', 2 => 'nhance'];
            $issueTypeMap = [1 => 'fresh', 2 => 'renewal', 3 => 'roll over'];
            $clientTypeMap = [1 => 'group', 2 => 'individual'];
            $statusMap = [
                'under_process' => 'under process',
                'client_pending' => 'client pending',
                'insurer_pending' => 'insurer pending',
                'co_insurer_pending' => 'co-insurer pending',
                'tpa_pending' => 'tpa pending',
                'validated' => 'validated',
                'cancelled' => 'cancelled',
                'instalment_pending' => 'instalment pending',
                'completed' => 'completed',
                'lost' => 'lost',
            ];

            $fields = [
                'client_name',
                'client_short_name',
                'client_branch_name',
                'insurer_short_name',
                'policy_type',
                'policy_no',
                'user_name',
                'status',
                'pan',
            ];

            return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $issueTypeMap, $clientTypeMap, $statusMap) {
                foreach ($fields as $field) {
                    $value = $row[$field] ?? '';
                    if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
                        return true;
                    }
                }

                // Search by rendered labels shown in list columns.
                $issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
                if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
                    return true;
                }

                $issueTypeText = $issueTypeMap[(int) ($row['issue_type'] ?? 0)] ?? '';
                if ($issueTypeText !== '' && mb_strpos($issueTypeText, $needle) !== false) {
                    return true;
                }

                $clientTypeText = $clientTypeMap[(int) ($row['client_type'] ?? 0)] ?? '';
                if ($clientTypeText !== '' && mb_strpos($clientTypeText, $needle) !== false) {
                    return true;
                }

                $statusCode = (string) ($row['status'] ?? '');
                $statusText = $statusMap[$statusCode] ?? '';
                if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
                    return true;
                }

                return false;
            }));
        }

        public function getInceptionTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
        {
            $cached       = $this->getCachedInceptionTranctionListData($filters);
            $allRows      = $cached['rows'] ?? [];
            $recordsTotal = count($allRows);

            if ($searchValue !== '') {
                $allRows = $this->filterInceptionTranctionRowsBySearch($allRows, $searchValue);
            }

            $recordsFiltered = count($allRows);

            if ($length < 0) {
                $length = $recordsFiltered;
            }

            $pageRows = $length > 0
                ? array_slice(array_values($allRows), $start, $length)
                : array_values($allRows);

            return [
                'draw'            => $draw,
                'recordsTotal'    => $recordsTotal,
                'recordsFiltered' => $recordsFiltered,
                'data'            => $pageRows,
                'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
            ];
        }


        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 ,
                        CASE 
                            WHEN pt_co_share_details.co_share_type IN (0, 1) 
                                THEN policy_transaction.policy_no
                            WHEN pt_co_share_details.co_share_type > 1 
                                THEN CASE 
                                        WHEN pt_co_share_details.follower_policy_no IS NULL 
                                            OR pt_co_share_details.follower_policy_no = '' 
                                        THEN policy_transaction.policy_no
                                        ELSE pt_co_share_details.follower_policy_no
                                    END
                            ELSE policy_transaction.policy_no
                        END AS policy_no
                    ")
                ->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', '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());
            //     }
            // }

            if ((!in_array(get_role_id(), [1, 5]))) {
                if (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) {

                $this->validateDateType($date_type);
                $startDate = change_date_format($start_date, 'd/m/Y', 'Y-m-d 00:00:00');
                $endDate = change_date_format($end_date, 'd/m/Y', 'Y-m-d 23:59:59');

                if($date_type == "policy_issue_date"){
                    $builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
                        ->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
                }else{
                    $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('-90 days'));
                $toDate = date('Y-m-d 23:59:59');

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

            $builder->orderBy('policy_transaction.id', 'desc');
            // dd($this->db->getLastQuery());
            return $builder->get()->getResultArray();
        }

        public function getCachedEndorsementTranctionListData(array $filters): array
        {
            $cacheKey = 'endorsement_list_v1_' . md5(json_encode($filters));
            $cache    = \Config\Services::cache();
            $cached   = $cache->get($cacheKey);

            if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
                return $cached;
            }

            $ttl = 300;
            $rows = $this->getEndorsementTranctionListData(
                $filters['start_date'] ?? 0,
                $filters['end_date'] ?? 0,
                $filters['client_id'] ?? 0,
                $filters['insurer_id'] ?? 0,
                $filters['policy_type_id'] ?? 0,
                $filters['date_type'] ?? 0,
                $filters['issuer'] ?? 0,
                $filters['status'] ?? 0
            );

            $payload = [
                'rows'       => $rows,
                'expires_at' => time() + $ttl,
            ];
            $cache->save($cacheKey, $payload, $ttl);

            return $payload;
        }

        public function filterEndorsementTranctionRowsBySearch(array $rows, string $searchValue): array
        {
            $needle = mb_strtolower(trim($searchValue));
            if ($needle === '') {
                return $rows;
            }

            $issuerMap = [1 => 'jibs', 2 => 'nhance'];
            $statusMap = [
                'under_process' => 'under process',
                'client_pending' => 'client pending',
                'insurer_pending' => 'insurer pending',
                'co_insurer_pending' => 'co-insurer pending',
                'tpa_pending' => 'tpa pending',
                'validated' => 'validated',
                'cancelled' => 'cancelled',
                'instalment_pending' => 'instalment pending',
                'completed' => 'completed',
            ];
            $actionTypeMap = [
                'addition' => 'addition',
                'deletion' => 'deletion',
                'addition_deletion' => 'addition & deletion',
                'si_enhancement' => 'si enhancement',
                'combo_a_d_si' => 'combo a, d & si',
                'correction' => 'correction',
                'baby_addition' => 'baby addition',
                'policy_instalment' => 'policy instalment',
                'addition_inception' => 'addition-inception',
                'bds_correction' => 'bds correction',
                'policy_correction' => 'policy correction',
                'policy_cancellation' => 'policy cancellation',
            ];

            $fields = [
                'client_short_name',
                'client_branch_name',
                'insurer_short_name',
                'policy_type',
                'endorsement_no',
                'policy_no',
            ];

            return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $statusMap, $actionTypeMap) {
                foreach ($fields as $field) {
                    $value = $row[$field] ?? '';
                    if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
                        return true;
                    }
                }

                $issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
                if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
                    return true;
                }

                $statusText = $statusMap[(string) ($row['status'] ?? '')] ?? '';
                if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
                    return true;
                }

                $actionTypeText = $actionTypeMap[(string) ($row['action_type'] ?? '')] ?? '';
                if ($actionTypeText !== '' && mb_strpos($actionTypeText, $needle) !== false) {
                    return true;
                }

                return false;
            }));
        }

        public function getEndorsementTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
        {
            $cached       = $this->getCachedEndorsementTranctionListData($filters);
            $allRows      = $cached['rows'] ?? [];
            $recordsTotal = count($allRows);

            if ($searchValue !== '') {
                $allRows = $this->filterEndorsementTranctionRowsBySearch($allRows, $searchValue);
            }

            $recordsFiltered = count($allRows);

            if ($length < 0) {
                $length = $recordsFiltered;
            }

            $pageRows = $length > 0
                ? array_slice(array_values($allRows), $start, $length)
                : array_values($allRows);

            return [
                'draw'            => $draw,
                'recordsTotal'    => $recordsTotal,
                'recordsFiltered' => $recordsFiltered,
                'data'            => $pageRows,
                'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
            ];
        }

        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,
                    CASE 
                        WHEN pt_co_share_details.co_share_type IN (0, 1) 
                            THEN policy_transaction.policy_no
                        WHEN pt_co_share_details.co_share_type > 1 
                            THEN CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL 
                                        OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                        ELSE policy_transaction.policy_no
                    END AS policy_no
                ")
                ->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) {

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

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

            } else {

                $fromDate = date('Y-m-d', strtotime('-90 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_data = $builder->get()->getResultArray();
            // dd(db_connect()->getLastQuery());

            return $return_data;
        }

        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.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',
                    'CASE 
                        WHEN pt_co_share_details.co_share_type IN (0, 1) 
                            THEN policy_transaction.policy_no
                        WHEN pt_co_share_details.co_share_type > 1 
                            THEN CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL 
                                        OR pt_co_share_details.follower_policy_no = "" 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                        ELSE policy_transaction.policy_no
                    END AS policy_no'
                ])
                ->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) {

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

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

                $fromDate = date('Y-m-d', strtotime('-90 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("-90 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,
                    CASE 
                        WHEN pt_co_share_details.co_share_type IN (0, 1) 
                            THEN policy_transaction.policy_no
                        WHEN pt_co_share_details.co_share_type > 1 
                            THEN CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL 
                                        OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                        ELSE policy_transaction.policy_no
                    END AS policy_no
                ")
                ->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) {

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

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

            } else {

                $fromDate = date('Y-m-d', strtotime('-90 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.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,
                    CASE 
                        WHEN pt_co_share_details.co_share_type IN (0, 1) 
                            THEN policy_transaction.policy_no
                        WHEN pt_co_share_details.co_share_type > 1 
                            THEN CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL 
                                        OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                        ELSE policy_transaction.policy_no
                    END AS policy_no
                ")
                ->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) {
                $this->validateDateType($date_type);
                $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
                $endDate = date('Y-m-d 23:59:59', strtotime($end_date));

                if($date_type == "policy_issue_date"){
                    $builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
                        ->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
                }else{
                    $builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
                        ->where('policy_transaction.' . $date_type . ' <=', $endDate);
                }
            } else {
                $fromDate = date('Y-m-d', strtotime('-90 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_branch = null)
        {
            $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);
            }

            $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.renewal_date >=', $fromDate)
                ->where('pt.renewal_date <=', $toDate)
                ->where('pt.is_active', 1)
                ->where('pt_co.is_active', 1)
                ->where('pt.action_type', "inception")
                ->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");


            // 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_branch)) { // Corrected condition to check $issuer
                $query->where('pt.issuer_branch', $issuer_branch);
            }

            $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 getRenewalReportDataOld($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
        {
            $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);
            }

            $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];
        }

        public function reportBDSNew(
            $start_date = 0,
            $end_date = 0,
            $client_id = 0,
            $insurer_id = 0,
            $policy_type_id = 0,
            $date_type = 0,
            $issuer = 0,
            $client_branch_id = 0,
            $insurer_branch_id = 0,
            $client_policy_id = 0,
            $user_id = 0,
            $where = []
        ) 
        {

            $date_condition = '';

            // ==============================
            // DATE FILTER FOR STATEMENT MONTH
            // ==============================
            if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
                $date_condition = "
                        AND insurer_statements_oq.month >= '{$start_date}'
                        AND insurer_statements_oq.month <= '{$end_date}'
                    ";
            }

            // ==============================
            // BASE QUERY
            // ==============================


            // ==============================
            // Without Statement Upload
            // ==============================


            $builder2 = $this->db->table('policy_transaction')
                ->select("
                        policy_transaction.id AS id,
                        policy_transaction.endorsement_no AS endorsement_no,
                        policy_transaction.ref AS ref,
                        DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,

                        DATE_FORMAT( policy_transaction.policy_issue_date, '%b %Y') AS policy_issue_month,

                        CASE
                            WHEN 1 = 1 THEN 'no statement uploaded'
                            ELSE 'statement uploaded'
                        END AS statement_uploaded ,


                        CASE
                            WHEN 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,

                        -- ==============================
                        -- SUBQUERY: Total IRDA Amount
                        -- Alias Agreed Amount ...!!
                        -- ==============================
                        ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,

                        -- Reward Only
                        ROUND(0, 2) AS reward,

                        -- Billed Amount
                        ROUND(0, 2) AS billed_amt,

                        created_user.first_name AS user_name,

                        CASE 
                            WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
                            WHEN pt_co_share_details.co_share_type > 1 THEN 
                                CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                            ELSE policy_transaction.policy_no
                        END AS policy_no
                    ")

                // ==============================
                // JOINS
                // ==============================
                ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_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')
                ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')

                ->where('policy_transaction.is_active', 1)
                ->where('pt_co_share_details.is_active', 1)

                // ========================================================
                // GROUP BY Insurer Statement Months
                // =======================================================
                // ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ')
                ;

            // ==============================
            // ROLE-BASED FILTERS
            // ==============================
            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())) {
                    $builder2->where('policy_transaction.created_by', get_session_userid());
                }
            }

            // ==============================
            // ADDITIONAL FILTERS
            // ==============================
            if (!empty($where)) {
                log_message('info', 'Where condition: ' . json_encode($where));
                $builder2->where($where);
            }

            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));

                $builder2->where("policy_transaction.{$date_type} >=", $startDate)
                    ->where("policy_transaction.{$date_type} <=", $endDate);
            }


            // ==============================
            // FILTER BY IDs
            // ==============================
            if ($client_id != 0) $builder2->where('policy_transaction.client_id', $client_id);
            if ($insurer_id != 0) $builder2->where('policy_transaction.insurer_id', $insurer_id);
            if ($client_branch_id != 0) $builder2->where('policy_transaction.client_branch_id', $client_branch_id);
            if ($insurer_branch_id != 0) $builder2->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
            if ($client_policy_id != 0) $builder2->where('policy_transaction.client_policy_id', $client_policy_id);
            if ($user_id != 0) $builder2->where('policy_transaction.created_by', $user_id);
            if ($policy_type_id != 0) $builder2->where('client_policy.policy_type_id', $policy_type_id);
            if ($issuer != 0) $builder2->where('policy_transaction.issuer', $issuer);

            // ==============================
            // DEFAULT 90-DAY FILTER
            // ==============================
            if (
                $client_id == 0 &&
                $insurer_id == 0 &&
                $policy_type_id == 0 &&
                $date_type == 0 &&
                $issuer == 0
            ) {
                $fromDate = date('Y-m-d', strtotime('-90 days'));
                $toDate   = date('Y-m-d 23:59:59');

                if (empty($where)) {
                    $builder2->where('policy_transaction.created_at >=', $fromDate)
                        ->where('policy_transaction.created_at <=', $toDate);
                }
            }


            // ==============================
            // With Statement Upload
            // ==============================

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

                        CASE
                            WHEN insurer_statements_oq.month IS NULL THEN 'no statement uploaded'
                            ELSE 'statement uploaded'
                        END AS statement_uploaded ,


                        CASE
                            WHEN clients.client_type = 1 THEN 'Group'
                            WHEN clients.client_type = 2 THEN 'Retail'
                            ELSE '-'
                        END AS client_type,

                        CASE
                            WHEN 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,

                        -- ==============================
                        -- SUBQUERY: Total IRDA Amount
                        -- Alias Agreed Amount ...!!
                        -- ==============================
                        ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
                        -- Reward Only
                        ROUND((
                            SELECT SUM(co_share_stmt_details.reward)
                            FROM co_share_stmt_details
                            JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
                            WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
                            AND co_share_stmt_details.is_active = 1
                            AND insurer_statements.is_active = 1
                            AND insurer_statements.month = insurer_statements_oq.month
                            {$date_condition}
                            GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
                        ), 2) AS reward,

                        -- Billed Amount
                        ROUND((
                            SELECT SUM(
                                COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
                                COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
                                COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
                                COALESCE(co_share_stmt_details.reward, 0)
                            )
                            FROM co_share_stmt_details
                            JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
                            JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
                            WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
                            AND co_share_stmt_details.is_active = 1
                            AND pt_table.is_active = 1
                            AND insurer_statements.is_active = 1
                            AND insurer_statements.invoice_status IS NOT NULL
                            AND insurer_statements.month = insurer_statements_oq.month
                            {$date_condition}
                            GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
                        ), 2) AS billed_amt,

                        created_user.first_name AS user_name,

                        CASE 
                            WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
                            WHEN pt_co_share_details.co_share_type > 1 THEN 
                                CASE 
                                    WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = '' 
                                    THEN policy_transaction.policy_no
                                    ELSE pt_co_share_details.follower_policy_no
                                END
                            ELSE policy_transaction.policy_no
                        END AS policy_no
                    ")

                // ==============================
                // JOINS
                // ==============================
                ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_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')
                ->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')


                ->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
                ->join('insurer_statements insurer_statements_oq', 'insurer_statements_oq.id = co_share_stmt_details.statement_id', 'left')

                ->where('policy_transaction.is_active', 1)
                ->where('pt_co_share_details.is_active', 1)
                ->where('co_share_stmt_details.is_active', 1)
                ->where('insurer_statements_oq.is_active', 1)
                ->where('insurer_statements_oq.id IS NOT NULL')


                // ========================================================
                // GROUP BY Insurer Statement Months
                // =======================================================
                // ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month')
                ;

            // ==============================
            // ROLE-BASED FILTERS
            // ==============================
            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());
                }
            }

            // ==============================
            // ADDITIONAL FILTERS
            // ==============================
            if (!empty($where)) {
                log_message('info', 'Where condition: ' . json_encode($where));
                $builder->where($where);
            }

            if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
                $this->validateDateType($date_type);
                $startDate = date('Y-m-d 00:00:00', strtotime($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);
            }

            // JOIN FOR STATEMENT MONTH FILTER
            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 cssdfilter', 'pt_co_share_details.id = cssdfilter.co_share_id', 'left')
                    ->join('insurer_statements', 'cssdfilter.statement_id = insurer_statements.id', 'left')
                    ->where('insurer_statements.is_active', 1)
                    ->where('insurer_statements.month >=', $startDate)
                    ->where('insurer_statements.month <=', $endDate)
                    ->groupBy('cssdfilter.co_share_id');
            }

            // ==============================
            // FILTER BY IDs
            // ==============================
            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', $client_policy_id);
            if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
            if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
            if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);

            // ==============================
            // DEFAULT 90-DAY FILTER
            // ==============================
            if (
                $client_id == 0 &&
                $insurer_id == 0 &&
                $policy_type_id == 0 &&
                $date_type == 0 &&
                $issuer == 0
            ) {
                $fromDate = date('Y-m-d', strtotime('-90 days'));
                $toDate   = date('Y-m-d 23:59:59');

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


            $sql1 = $builder2->getCompiledSelect();
            $sql2 = $builder->getCompiledSelect();

            $finalSql = "(:sql1:) UNION ALL (:sql2:) 
                                ORDER BY policy_no DESC, insurer_branch_name ASC, statement_uploaded ASC,
                                        STR_TO_DATE(policy_issue_month, '%b %Y') ASC";


            $binds = ['sql1'=>$sql1,'sql2'=>$sql1];
            $result = $this->db->query($finalSql,$binds)->getResultArray();
            // dd($this->db->getLastQuery());
            return $result;
        }


        //not in use function due to complexity of query and union, so writing raw query with bindings to avoid sql injection
        public function getBDSReportListSingleUnion($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
        {   

            $statement_month_condition = '';
            if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
                $statement_month_condition = "
                    WHERE statement_month >= '" . $start_date . "'
                    AND statement_month <= '" . $end_date . "'
                ";
            }

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

                $fromDate = date('Y-m-d', strtotime('-90 days'));
                $toDate = date('Y-m-d 23:59:59');

                if (empty($where)) {

                    $default_date_filter = "
                        AND pt.created_at >= '" . $fromDate . "'
                        AND pt.created_at <= '" . $toDate . "'
                    ";
                }
            }

            $conditions = "";   // start safely

            // 1. Role-based restrictions
            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())) {
                    $conditions .= " AND pt.created_by = " . get_session_userid();
                }
            }

            // 2. Dynamic $where array
            if (!empty($where)) {
                foreach ($where as $column => $value) {
                    $value = addslashes($value);
                    $conditions .= " AND `$column` = '$value' ";
                }
            }

            // 3. Date condition (except statement_month)
            if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {

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

                if ($date_type === "policy_issue_date") {
                    $conditions .= " AND pcsd.pt_policy_issue_date >= '$startDate' ";
                    $conditions .= " AND pcsd.pt_policy_issue_date <= '$endDate' ";
                } else {
                    $conditions .= " AND pt.$date_type >= '$startDate' ";
                    $conditions .= " AND pt.$date_type <= '$endDate' ";
                }
            }

            // 4. Common filters
            if ($client_id != 0) {
                $conditions .= " AND pt.client_id = $client_id ";
            }

            if ($insurer_id != 0) {
                $conditions .= " AND pt.insurer_id = $insurer_id ";
            }

            if ($client_branch_id != 0) {
                $conditions .= " AND pt.client_branch_id = $client_branch_id ";
            }

            if ($insurer_branch_id != 0) {
                $conditions .= " AND pt.insurer_branch_id = $insurer_branch_id ";
            }

            if ($client_policy_id != 0) {
                $conditions .= " AND pt.client_policy_id = $client_policy_id ";
            }

            if ($user_id != 0) {
                $conditions .= " AND pt.created_by = $user_id ";
            }

            if ($policy_type_id != 0) {
                $conditions .= " AND pt.policy_type_id = $policy_type_id ";
            }

            if ($issuer != 0) {
                $conditions .= " AND pt.issuer = $issuer ";
            }


            $sql = "
                SELECT * FROM (

                    SELECT 
                        pt.id AS id,
                        pt.endorsement_no,
                        pt.ref,

                        pt.data_received_date,
                        pt.endorse_eff_date,
                        pt.policy_start_date,
                        pt.policy_end_date,
                        pt.renewal_date,
                        pt.installment,
                        nhance_branch.branch_name as nhance_branch,

                        DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
                        DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS policy_issue_month,
                        pt.month as statement_month,

                        'no statement uploaded' AS statement_uploaded,

                        CASE 
                            WHEN c.client_type = 1 THEN 'Group'
                            WHEN c.client_type = 2 THEN 'Retail'
                            ELSE '-'
                        END AS client_type,

                        CASE 
                            WHEN pt.revenue_type = 'NA' THEN 'Fresh'
                            ELSE 'Renewal'
                        END AS revenue_type,

                        CASE 
                            WHEN pt.action_type = 'inception' THEN 'Policy'
                            ELSE 'Endorsement'
                        END AS action_type,

                        pt.action_type as action_type_string,

                        c.client_name,
                        c.id as client_id,
                        c.short_name AS client_short_name,
                        cb.branch_name AS client_branch_name,
                        cb.id AS client_branch_id,
                        cb.address1 AS client_address,
                        ptype.policy_type,
                        ptype.bap,
                        ins.id AS insurer_id,
                        ins.name AS insurer_name,
                        ins.short_name AS insurer_short_name,
                        ib.branch_name AS insurer_branch_name,
                        ib.id AS insurer_branch_id,
                        ib.branch_code AS insurer_branch_code,

                        created_user.first_name AS user_name,
                        v.vehicle_no,
                        tpa.name AS tpa_name,

                        pcsd.remark AS remarks,
                        pcsd.cop_amt AS bp_amt,
                        pcsd.exp_amt,
                        pcsd.id AS pt_id,

                        su.first_name AS salse_person_name,
                        se.first_name AS service_person_name,

                        ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt, 2) AS premium_wo_gst,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18, 2) AS gst_amount,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18, 2) AS total_premium,

                        ROUND(pcsd.cotp_amt + pcsd.cotep_amt, 2) AS tp_or_ter,
                        DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
                        (pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,

                        ROUND(pcsd.exp_amt, 2) AS total_irda_amt,
                        0.00 AS reward,
                        0.00 AS billed_amt,

                        CASE 
                            WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
                            WHEN pcsd.co_share_type > 1 THEN 
                                IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
                            ELSE pt.policy_no
                        END AS policy_no,

                        CASE 
                            WHEN pt.co_share = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS co_share,

                        CASE 
                            WHEN pt.bro_payable_by = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS bro_payable_by,

                        pcsd.non_comm_per_amt,

                        pcsd.bp_igst,
                        pcsd.bp_sgst,
                        pcsd.bp_cgst, 

                        pcsd.agreed_bp_per,    
                        ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per, 

                        pcsd.standerd_bp_per,
                        ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per, 

                        0 AS actual_bp_amt,
                        ROUND(0, 2) AS actual_tp_amt,

                        0 AS actual_bp_per,
                        ROUND(0, 2) AS actual_tp_per,

                        0 AS actual_tep_brokerage_amt,
                        ROUND(0, 2) AS actual_tp_brokerage_amt,
         
                        service_branch.branch_name as service_branch,

                        salse_manager.first_name as salse_manager_name,
                        service_manager.first_name as service_manager_name,
                        cd_master.cd_ac_no,
                        pt.rollover_date,
                        pt.policy_holder_name,

                        CASE 
                            WHEN pt.same_as_proposer = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS same_as_proposer,

                        pcsd.follower_policy_no,
                        pcsd.co_share_per,
                        pcsd.stamp_duty

                    FROM policy_transaction pt
                    LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
                    JOIN clients c ON c.id = pt.client_id
                    LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
                    LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
                    LEFT JOIN user_profiles up ON pt.created_by = up.id
                    LEFT JOIN vehicle v ON pt.vehicle_id = v.id
                    LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
                    LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
                    LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
                    LEFT JOIN tpa ON pt.tpa_id = tpa.id
                    LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
                    LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                    LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                    LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id

                    LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
                    LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
                    LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
                    LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id

                    WHERE pt.is_active = 1
                    AND pcsd.is_active = 1
                    $default_date_filter
                    $conditions

                    GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id

                    UNION ALL

                    SELECT 
                        pt.id AS id,
                        pt.endorsement_no,
                        pt.ref,

                        pt.data_received_date,
                        pt.endorse_eff_date,
                        pt.policy_start_date,
                        pt.policy_end_date,
                        pt.renewal_date,
                        pt.installment,
                        nhance_branch.branch_name as nhance_branch,

                        DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
                        DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
                        insq.month as statement_month,

                        'statement uploaded' AS statement_uploaded,

                        CASE 
                            WHEN c.client_type = 1 THEN 'Group'
                            WHEN c.client_type = 2 THEN 'Retail'
                            ELSE '-'
                        END AS client_type,

                        CASE 
                            WHEN pt.revenue_type = 'NA' THEN 'Fresh'
                            ELSE 'Renewal'
                        END AS revenue_type,

                        CASE 
                            WHEN 
                                IFNULL(cssd.actual_tep_brokerage_amt, 0) = 0
                                AND IFNULL(cssd.actual_tp_brokerage_amt, 0) = 0
                                AND IFNULL(cssd.actual_bp_brokerage_amt, 0) = 0
                                AND IFNULL(cssd.reward, 0) != 0
                            THEN 'Rewards'

                            WHEN pt.action_type = 'inception' 
                            THEN 'Policy'

                            ELSE 'Endorsement'
                        END AS action_type,


                        pt.action_type as action_type_string,

                        c.client_name,
                        c.id as client_id,
                        c.short_name AS client_short_name,
                        cb.branch_name AS client_branch_name,
                        cb.id AS client_branch_id,
                        cb.address1 AS client_address,
                        ptype.policy_type,
                        ptype.bap,
                        ins.id AS insurer_id,
                        ins.name AS insurer_name,
                        ins.short_name AS insurer_short_name,
                        ib.branch_name AS insurer_branch_name,
                        ib.id AS insurer_branch_id,
                        ib.branch_code AS insurer_branch_code,

                        created_user.first_name as user_name,
                        
                        v.vehicle_no,
                        tpa.name AS tpa_name,

                        pcsd.remark AS remarks,
                        pcsd.cop_amt AS bp_amt,
                        pcsd.exp_amt,
                        pcsd.id AS pt_id,

                        su.first_name AS salse_person_name,
                        se.first_name AS service_person_name,

                        ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,

                        ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
                        DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
                        (pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,

                        CASE 
                            WHEN insq.month = pt.month THEN pcsd.exp_amt
                            ELSE 0
                        END AS total_irda_amt_2,

                        COALESCE((
                            SELECT SUM(cs.reward)
                            FROM co_share_stmt_details cs
                            JOIN insurer_statements i ON cs.statement_id = i.id
                            WHERE cs.co_share_id = pcsd.id AND i.month = insq.month
                            AND i.is_active = 1
                            AND cs.is_active = 1
                            GROUP BY pt.policy_no, i.month, pcsd.insurer_id
                        ),0) AS reward,

                        COALESCE((
                            SELECT SUM(
                                COALESCE(cs.actual_bp_brokerage_amt,0) +
                                COALESCE(cs.actual_tp_brokerage_amt,0) +
                                COALESCE(cs.actual_tep_brokerage_amt,0) +
                                COALESCE(cs.reward,0)
                            )
                            FROM co_share_stmt_details cs
                            JOIN insurer_statements i ON cs.statement_id = i.id
                            WHERE cs.co_share_id = pcsd.id
                            AND i.invoice_status IS NOT NULL
                            AND i.month = insq.month
                            AND i.is_active = 1
                            AND cs.is_active = 1
                            GROUP BY pt.policy_no, i.month, pcsd.insurer_id
                        ),0) AS billed_amt,

                        CASE 
                            WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
                            WHEN pcsd.co_share_type > 1 
                                THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
                            ELSE pt.policy_no
                        END AS policy_no,

                        CASE 
                            WHEN pt.co_share = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS co_share,

                        CASE 
                            WHEN pt.bro_payable_by = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS bro_payable_by,

                        pcsd.non_comm_per_amt,

                        pcsd.bp_igst,
                        pcsd.bp_sgst,
                        pcsd.bp_cgst, 

                        pcsd.agreed_bp_per,    
                        ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per, 

                        pcsd.standerd_bp_per,
                        ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per, 

                        cssd.actual_bp_amt,
                        ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,    

                        cssd.actual_bp_per,
                        ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,    

                        cssd.actual_tep_brokerage_amt,
                        ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
                        
                        service_branch.branch_name as service_branch,

                        salse_manager.first_name as salse_manager_name,
                        service_manager.first_name as service_manager_name,
                        cd_master.cd_ac_no,
                        pt.rollover_date,
                        pt.policy_holder_name,

                        CASE 
                            WHEN pt.same_as_proposer = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS same_as_proposer,

                        pcsd.follower_policy_no,
                        pcsd.co_share_per,
                        pcsd.stamp_duty

                    FROM policy_transaction pt
                    LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
                    LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
                    LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
                    JOIN clients c ON c.id = pt.client_id
                    LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
                    LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
                    LEFT JOIN user_profiles up ON pt.created_by = up.id
                    LEFT JOIN vehicle v ON pt.vehicle_id = v.id
                    LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
                    LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
                    LEFT JOIN insurer_branch ib  ON pcsd.insurer_branch_id = ib.id
                    LEFT JOIN tpa ON pt.tpa_id = tpa.id
                    LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
                    LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                    LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                    LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id

                    LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
                    LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
                    LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
                    LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id


                    WHERE pt.is_active = 1
                    AND pcsd.is_active = 1
                    AND cssd.is_active = 1
                    AND insq.is_active = 1
                    $default_date_filter
                    $conditions

                    GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id, insq.month

                ) AS final_result
                   
                   $statement_month_condition
                -- GROUP BY statement_month, insurer_name, policy_no
                -- WHERE id = 6063

                ORDER BY 
                    id DESC,
                    policy_no ASC,
                    insurer_branch_name ASC,
                    statement_uploaded ASC,
                    statement_month ASC,
                    STR_TO_DATE(policy_issue_month, '%b %Y') ASC
                ";
            $query = $this->db->query($sql);
            $result = $query->getResultArray();
            // dd($result);
            // dd($this->db->getLastQuery());

            $keys = [];
            $filtered = [];

            foreach ($result as $row) {

                $endorsement_number = "-";
                if(!empty($row['endorsement_no'])){
                    $endorsement_number = $row['endorsement_no'];
                }

                $key = $row['statement_month'].'|'.$row['insurer_name'].'|'.$row['policy_no'] . '|' .  $endorsement_number;

                // If uploaded record exists, always keep it and override previous
                if ($row['statement_uploaded'] === 'statement uploaded') {
                    $filtered[$key] = $row;  // overwrite no-statement row if it exists
                    $keys[$key] = true;

                } 
                // Keep "no statement uploaded" only if uploaded one not added yet
                elseif (!isset($keys[$key])) {
                    $filtered[$key] = $row;
                }
            }

            $result = array_values($filtered);
            // dd($result);

            // $runningBilled = [];
            // $totalIrdaMap = [];
            // $final = [];

            // foreach ($result as $row) {
            //     $ptId = $row['pt_id'];

            //     // Store total_irda_amt only once (first non-zero value)
            //     if (!isset($totalIrdaMap[$ptId]) && $row['total_irda_amt'] > 0) {
            //         $totalIrdaMap[$ptId] = $row['total_irda_amt'];
            //     }

            //     // Initialize running sum
            //     if (!isset($runningBilled[$ptId])) {
            //         $runningBilled[$ptId] = 0;
            //     }

            //     // Add billed amount to running total
            //     $runningBilled[$ptId] += (float)$row['billed_amt'];

            //     // Calculate unbilled amount
            //     $row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - $runningBilled[$ptId];

            //     $final[] = $row;
            // }

            $totalBilled  = [];
            $totalIrdaMap = [];

            foreach ($result as $row) {
                $key = $row['pt_id'].'-'.$row['insurer_id'];

                // Sum billed amount
                $totalBilled[$key] = ($totalBilled[$key] ?? 0)
                    + (float) ($row['billed_amt'] ?? 0);

                // Store total_irda_amt once
                if (!isset($totalIrdaMap[$key]) && ($row['total_irda_amt'] ?? 0) > 0) {
                    $totalIrdaMap[$key] = (float) $row['total_irda_amt'];
                }
            }


            $ptSeen = [];
            $final  = [];

            foreach ($result as $row) {
                $ptId = $row['pt_id'].'-'.$row['insurer_id'];
                if (!isset($ptSeen[$ptId])) {
                    // First entry → set unbilled amount
                    $row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - ($totalBilled[$ptId] ?? 0);

                    $ptSeen[$ptId] = true;
                } else {
                    // Other entries → zero
                    $row['unbilled_amount'] = 0;
                }

                $final[] = $row;
            }

            $result = $final;

            // print_rr($result); die;
            return $result;
        }

        public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
        {   
            $client_id = (int)$client_id;
            $insurer_id = (int)$insurer_id;
            $policy_type_id = (int)$policy_type_id;
            $client_branch_id = (int)$client_branch_id;
            $insurer_branch_id = (int)$insurer_branch_id;
            $client_policy_id = (int)$client_policy_id;
            $user_id = (int)$user_id;
            $issuer = (int)$issuer;

            $whereAdded = false;
            $statement_month_condition = '';
            if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
                $statement_month_condition = "
                    WHERE statement_month >= '" . $start_date . "'
                    AND statement_month <= '" . $end_date . "'
                ";
                $whereAdded = true;
            }

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

                $fromDate = date('Y-m-d', strtotime('-90 days'));
                $toDate = date('Y-m-d 23:59:59');

                if (empty($where)) {

                    $default_date_filter = "
                        AND pt.created_at >= '" . $fromDate . "'
                        AND pt.created_at <= '" . $toDate . "'
                    ";
                }
            }

            $conditions = "";   // start safely

            // 1. Role-based restrictions
            // 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())) {
            //         $conditions .= " AND pt.created_by = " . get_session_userid();
            //     }
            // }

            if ((!in_array(get_role_id(), [1, 5]))) {
                if (in_array(POS_TEAM_ID, user_team())) {
                    $conditions .= " AND pt.created_by = " . get_session_userid();
                }
            }

            // 2. Dynamic $where (string SQL fragment or column => value map)
            if (!empty($where)) {
                if (is_string($where)) {
                    $conditions .= ' AND ' . $where . ' ';
                } else {
                    foreach ($where as $column => $value) {
                        $value = addslashes($value);
                        $conditions .= " AND `$column` = '$value' ";
                    }
                }
            }

            // 3. Date condition (except statement_month)
            if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {

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

                if ($date_type === "policy_issue_date") {
                    $conditions .= " AND pcsd.pt_policy_issue_date >= '$startDate' ";
                    $conditions .= " AND pcsd.pt_policy_issue_date <= '$endDate' ";
                } else  if ($date_type === "created_at") {
                    $conditions .= " AND pt.created_at <= '$endDate' ";
                } else {
                    $conditions .= " AND pt.$date_type >= '$startDate' ";
                    $conditions .= " AND pt.$date_type <= '$endDate' ";
                }
            }

            // 4. Common filters
            if ($client_id != 0) {
                $conditions .= " AND pt.client_id = $client_id ";
            }

            if ($insurer_id != 0) {
                $conditions .= " AND pcsd.insurer_id = $insurer_id ";
            }

            if ($client_branch_id != 0) {
                $conditions .= " AND pt.client_branch_id = $client_branch_id ";
            }

            if ($insurer_branch_id != 0) {
                $conditions .= " AND pcsd.insurer_branch_id = $insurer_branch_id ";
            }

            if ($client_policy_id != 0) {
                $conditions .= " AND pt.client_policy_id = $client_policy_id ";
            }

            if ($user_id != 0) {
                $conditions .= " AND pt.created_by = $user_id ";
            }

            if ($policy_type_id != 0) {
                $conditions .= " AND pt.policy_type_id = $policy_type_id ";
            }

            if ($issuer != 0) {
                $conditions .= " AND pt.issuer = $issuer ";
            }

            $main_conditions = '';
            function addCondition(&$main_conditions, &$whereAdded, $condition)
            {
                if (!$whereAdded) {
                    $main_conditions .= " WHERE $condition ";
                    $whereAdded = true;
                } else {
                    $main_conditions .= " AND $condition ";
                }
            }

            // 4. Common filters
            if ($client_id != 0) {
                addCondition($main_conditions, $whereAdded, "client_id = $client_id");
            }

            if ($insurer_id != 0) {
                addCondition($main_conditions, $whereAdded, "insurer_id = $insurer_id");
            }

            if ($client_branch_id != 0) {
                addCondition($main_conditions, $whereAdded, "client_branch_id = $client_branch_id");
            }

            if ($insurer_branch_id != 0) {
                addCondition($main_conditions, $whereAdded, "insurer_branch_id = $insurer_branch_id");
            }

            $sql = "
                SELECT * FROM (

                    SELECT 
                        pt.id AS id,
                        pt.endorsement_no,
                        pt.ref,

                        pt.data_received_date,
                        pt.endorse_eff_date,
                        pt.policy_start_date,
                        pt.policy_end_date,
                        pt.renewal_date,
                        pt.installment,
                        nhance_branch.branch_name as nhance_branch,

                        DATE_FORMAT(pcsd.pt_policy_issue_date, '%d %b %Y') AS policy_issue_date,
                        DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS policy_issue_month,
                        DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS statement_year_month,
                        pcsd.pt_policy_issue_date as statement_month,

                        'no statement uploaded' AS statement_uploaded,

                        CASE 
                            WHEN c.client_type = 1 THEN 'Group'
                            WHEN c.client_type = 2 THEN 'Retail'
                            ELSE '-'
                        END AS client_type,

                        CASE 
                            WHEN pt.revenue_type = 'NA' THEN 'Fresh'
                            ELSE 'Renewal'
                        END AS revenue_type,

                        CASE 
                            WHEN pt.action_type = 'inception' THEN 'Policy'
                            ELSE 'Endorsement'
                        END AS action_type,

                        pt.action_type as action_type_string,

                        c.client_name,
                        c.id as client_id,
                        c.short_name AS client_short_name,
                        cb.branch_name AS client_branch_name,
                        cb.id AS client_branch_id,
                        cb.address1 AS client_address,
                        ptype.policy_type,
                        ptype.bap,
                        ins.id AS insurer_id,
                        ins.name AS insurer_name,
                        ins.short_name AS insurer_short_name,
                        ib.branch_name AS insurer_branch_name,
                        ib.id AS insurer_branch_id,
                        ib.branch_code AS insurer_branch_code,

                        created_user.first_name AS user_name,
                        v.vehicle_no,
                        tpa.name AS tpa_name,

                        pcsd.remark AS remarks,
                        pcsd.cop_amt AS bp_amt,
                        pcsd.exp_amt,
                        pcsd.id AS pt_id,

                        su.first_name AS salse_person_name,
                        se.first_name AS service_person_name,

                        ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt, 2) AS premium_wo_gst,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18, 2) AS gst_amount,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18, 2) AS total_premium,

                        ROUND(pcsd.cotp_amt + pcsd.cotep_amt, 2) AS tp_or_ter,
                        DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
                        (pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,

                        ROUND(pcsd.exp_amt, 2) AS total_irda_amt,
                        0.00 AS reward,
                        0.00 AS billed_amt,

                        CASE 
                            WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
                            WHEN pcsd.co_share_type > 1 THEN 
                                IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
                            ELSE pt.policy_no
                        END AS policy_no,

                        CASE 
                            WHEN pt.co_share = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS co_share,

                        CASE 
                            WHEN pt.bro_payable_by = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS bro_payable_by,

                        pcsd.non_comm_per_amt,

                        pcsd.bp_igst,
                        pcsd.bp_sgst,
                        pcsd.bp_cgst, 

                        pcsd.agreed_bp_per,    
                        ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per, 

                        pcsd.standerd_bp_per,
                        ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per, 

                        0 AS actual_bp_amt,
                        ROUND(0, 2) AS actual_tp_amt,

                        0 AS actual_bp_per,
                        ROUND(0, 2) AS actual_tp_per,

                        0 AS actual_tep_brokerage_amt,
                        ROUND(0, 2) AS actual_tp_brokerage_amt,
         
                        service_branch.branch_name as service_branch,

                        salse_manager.first_name as salse_manager_name,
                        service_manager.first_name as service_manager_name,
                        cd_master.cd_ac_no,
                        pt.rollover_date,
                        pt.policy_holder_name,

                        CASE 
                            WHEN pt.same_as_proposer = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS same_as_proposer,

                        pcsd.follower_policy_no,
                        pcsd.co_share_per,
                        pcsd.stamp_duty,
                        'first' as query

                    FROM policy_transaction pt
                    LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
                    JOIN clients c ON c.id = pt.client_id
                    LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
                    LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
                    LEFT JOIN user_profiles up ON pt.created_by = up.id
                    LEFT JOIN vehicle v ON pt.vehicle_id = v.id
                    LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
                    LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
                    LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
                    LEFT JOIN tpa ON pt.tpa_id = tpa.id
                    LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
                    LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                    LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                    LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id

                    LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
                    LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
                    LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
                    LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id

                    WHERE pt.is_active = 1
                    AND pcsd.is_active = 1
                    $default_date_filter
                    $conditions

                    GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id

                    UNION ALL

                    SELECT 
                        pt.id AS id,
                        pt.endorsement_no,
                        pt.ref,

                        pt.data_received_date,
                        pt.endorse_eff_date,
                        pt.policy_start_date,
                        pt.policy_end_date,
                        pt.renewal_date,
                        pt.installment,
                        nhance_branch.branch_name as nhance_branch,

                        DATE_FORMAT(pcsd.pt_policy_issue_date, '%d %b %Y') AS policy_issue_date,
                        DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
                        DATE_FORMAT(insq.month, '%b %Y') AS statement_year_month,
                        insq.month as statement_month,

                        'statement uploaded' AS statement_uploaded,

                        CASE 
                            WHEN c.client_type = 1 THEN 'Group'
                            WHEN c.client_type = 2 THEN 'Retail'
                            ELSE '-'
                        END AS client_type,

                        CASE 
                            WHEN pt.revenue_type = 'NA' THEN 'Fresh'
                            ELSE 'Renewal'
                        END AS revenue_type,

                        CASE 
                            WHEN pt.action_type = 'inception' THEN 'Policy'
                            ELSE 'Endorsement'
                        END AS action_type,

                        pt.action_type as action_type_string,

                        c.client_name,
                        c.id as client_id,
                        c.short_name AS client_short_name,
                        cb.branch_name AS client_branch_name,
                        cb.id AS client_branch_id,
                        cb.address1 AS client_address,
                        ptype.policy_type,
                        ptype.bap,
                        ins.id AS insurer_id,
                        ins.name AS insurer_name,
                        ins.short_name AS insurer_short_name,
                        ib.branch_name AS insurer_branch_name,
                        ib.id AS insurer_branch_id,
                        ib.branch_code AS insurer_branch_code,

                        created_user.first_name as user_name,
                        
                        v.vehicle_no,
                        tpa.name AS tpa_name,

                        pcsd.remark AS remarks,
                        pcsd.cop_amt AS bp_amt,
                        pcsd.exp_amt,
                        pcsd.id AS pt_id,

                        su.first_name AS salse_person_name,
                        se.first_name AS service_person_name,

                        ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,

                        ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
                        DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
                        (pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,

                        CASE 
                            WHEN DATE_FORMAT(insq.month, '%Y-%m') = DATE_FORMAT(pcsd.pt_policy_issue_date, '%Y-%m') THEN pcsd.exp_amt
                            ELSE 0
                        END AS total_irda_amt_2,

                        0 AS reward,

                        COALESCE((
                            SELECT SUM(
                                COALESCE(cs.actual_bp_brokerage_amt,0) +
                                COALESCE(cs.actual_tp_brokerage_amt,0) +
                                COALESCE(cs.actual_tep_brokerage_amt,0)
                            )
                            FROM co_share_stmt_details cs
                            JOIN insurer_statements i ON cs.statement_id = i.id
                            WHERE cs.co_share_id = pcsd.id
                            AND i.invoice_status IS NOT NULL
                            AND i.month = insq.month
                            AND i.is_active = 1
                            AND cs.is_active = 1
                            GROUP BY pt.policy_no, i.month, pcsd.insurer_id
                        ),0) AS billed_amt,

                        CASE 
                            WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
                            WHEN pcsd.co_share_type > 1 
                                THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
                            ELSE pt.policy_no
                        END AS policy_no,

                        CASE 
                            WHEN pt.co_share = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS co_share,

                        CASE 
                            WHEN pt.bro_payable_by = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS bro_payable_by,

                        pcsd.non_comm_per_amt,

                        pcsd.bp_igst,
                        pcsd.bp_sgst,
                        pcsd.bp_cgst, 

                        pcsd.agreed_bp_per,    
                        ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per, 

                        pcsd.standerd_bp_per,
                        ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per, 

                        cssd.actual_bp_amt,
                        ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,    

                        cssd.actual_bp_per,
                        ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,    

                        cssd.actual_tep_brokerage_amt,
                        ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
                        
                        service_branch.branch_name as service_branch,

                        salse_manager.first_name as salse_manager_name,
                        service_manager.first_name as service_manager_name,
                        cd_master.cd_ac_no,
                        pt.rollover_date,
                        pt.policy_holder_name,

                        CASE 
                            WHEN pt.same_as_proposer = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS same_as_proposer,

                        pcsd.follower_policy_no,
                        pcsd.co_share_per,
                        pcsd.stamp_duty,
                        'second' as query

                    FROM policy_transaction pt
                    LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
                    LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
                    LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
                    JOIN clients c ON c.id = pt.client_id
                    LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
                    LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
                    LEFT JOIN user_profiles up ON pt.created_by = up.id
                    LEFT JOIN vehicle v ON pt.vehicle_id = v.id
                    LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
                    LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
                    LEFT JOIN insurer_branch ib  ON pcsd.insurer_branch_id = ib.id
                    LEFT JOIN tpa ON pt.tpa_id = tpa.id
                    LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
                    LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                    LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                    LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id

                    LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
                    LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
                    LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
                    LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id


                    WHERE pt.is_active = 1
                    AND pcsd.is_active = 1
                    AND cssd.is_active = 1
                    AND insq.is_active = 1
                    $default_date_filter
                    $conditions

                    GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id, insq.month


                    UNION ALL

                    SELECT 

                        pt.id AS id,
                        pt.endorsement_no,
                        pt.ref,

                        pt.data_received_date,
                        pt.endorse_eff_date,
                        pt.policy_start_date,
                        pt.policy_end_date,
                        pt.renewal_date,
                        pt.installment,
                        nhance_branch.branch_name as nhance_branch,

                        DATE_FORMAT(pcsd.pt_policy_issue_date, '%d %b %Y') AS policy_issue_date,
                        DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
                        DATE_FORMAT(insq.month, '%b %Y') AS statement_year_month,
                        insq.month as statement_month,

                        'statement uploaded' AS statement_uploaded,

                        CASE 
                            WHEN c.client_type = 1 THEN 'Group'
                            WHEN c.client_type = 2 THEN 'Retail'
                            ELSE '-'
                        END AS client_type,

                        CASE 
                            WHEN pt.revenue_type = 'NA' THEN 'Fresh'
                            ELSE 'Renewal'
                        END AS revenue_type,

                        CASE 
                            WHEN IFNULL(cssd.reward,0) <> 0 THEN 'Rewards'
                            ELSE 'Rewards'
                        END AS action_type,


                        pt.action_type as action_type_string,

                        c.client_name,
                        c.id as client_id,
                        c.short_name AS client_short_name,
                        cb.branch_name AS client_branch_name,
                        cb.id AS client_branch_id,
                        cb.address1 AS client_address,
                        ptype.policy_type,
                        ptype.bap,
                        ins.id AS insurer_id,
                        ins.name AS insurer_name,
                        ins.short_name AS insurer_short_name,
                        ib.branch_name AS insurer_branch_name,
                        ib.id AS insurer_branch_id,
                        ib.branch_code AS insurer_branch_code,

                        created_user.first_name as user_name,
                        
                        v.vehicle_no,
                        tpa.name AS tpa_name,

                        pcsd.remark AS remarks,
                        pcsd.cop_amt AS bp_amt,
                        pcsd.exp_amt,
                        pcsd.id AS pt_id,

                        su.first_name AS salse_person_name,
                        se.first_name AS service_person_name,

                        ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
                        ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,

                        ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
                        DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
                        (pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,

                        0 AS total_irda_amt_2,

                        COALESCE((
                            SELECT SUM(cs.reward)
                            FROM co_share_stmt_details cs
                            JOIN insurer_statements i ON cs.statement_id = i.id
                            WHERE cs.co_share_id = pcsd.id
                            AND i.month = insq.month
                            AND i.is_active = 1
                            AND cs.is_active = 1
                            GROUP BY pt.policy_no, i.month, pcsd.insurer_id
                        ),0) AS reward,

                        0 AS billed_amt,

                        CASE 
                            WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
                            WHEN pcsd.co_share_type > 1 
                                THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
                            ELSE pt.policy_no
                        END AS policy_no,

                        CASE 
                            WHEN pt.co_share = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS co_share,

                        CASE 
                            WHEN pt.bro_payable_by = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS bro_payable_by,

                        pcsd.non_comm_per_amt,

                        pcsd.bp_igst,
                        pcsd.bp_sgst,
                        pcsd.bp_cgst, 

                        pcsd.agreed_bp_per,    
                        ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per, 

                        pcsd.standerd_bp_per,
                        ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per, 

                        cssd.actual_bp_amt,
                        ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,    

                        cssd.actual_bp_per,
                        ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,    

                        cssd.actual_tep_brokerage_amt,
                        ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
                        
                        service_branch.branch_name as service_branch,

                        salse_manager.first_name as salse_manager_name,
                        service_manager.first_name as service_manager_name,
                        cd_master.cd_ac_no,
                        pt.rollover_date,
                        pt.policy_holder_name,

                        CASE 
                            WHEN pt.same_as_proposer = 1 THEN 'Yes'
                            ELSE 'No'
                        END AS same_as_proposer,

                        pcsd.follower_policy_no,
                        pcsd.co_share_per,
                        pcsd.stamp_duty,
                        'third' as query

                    FROM policy_transaction pt
                    LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
                    LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
                    LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
                    JOIN clients c ON c.id = pt.client_id
                    LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
                    LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
                    LEFT JOIN user_profiles up ON pt.created_by = up.id
                    LEFT JOIN vehicle v ON pt.vehicle_id = v.id
                    LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
                    LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
                    LEFT JOIN insurer_branch ib  ON pcsd.insurer_branch_id = ib.id
                    LEFT JOIN tpa ON pt.tpa_id = tpa.id
                    LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
                    LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
                    LEFT JOIN user_profiles se ON pt.serviced_by = se.id
                    LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
                    LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id

                    LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
                    LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
                    LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
                    LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id

                    WHERE pt.is_active = 1
                    AND pcsd.is_active = 1
                    AND cssd.is_active = 1
                    AND insq.is_active = 1
                    $default_date_filter
                    $conditions

                ) AS final_result
                   
                   $statement_month_condition
                   $main_conditions
                -- GROUP BY statement_month, insurer_name, policy_no
                -- WHERE id = 6143

                ORDER BY 
                    id DESC,
                    policy_no ASC,
                    insurer_branch_name ASC,
                    statement_uploaded ASC,
                    statement_month ASC,
                    STR_TO_DATE(policy_issue_month, '%b %Y') ASC
                ";
            $query = $this->db->query($sql);
            $result = $query->getResultArray();

            return $this->processBDSReportResults($result);
        }

        /**
         * Post-process raw BDS report rows (dedup, rewards, unbilled amounts).
         */
        public function processBDSReportResults(array $result): array
        {
            $keys     = [];
            $filtered = [];

            foreach ($result as $row) {
                $endorsement_number = !empty($row['endorsement_no']) ? $row['endorsement_no'] : '-';

                $reward     = (float) ($row['reward'] ?? 0);
                $billed_amt = (float) ($row['billed_amt'] ?? 0);

                if ($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded') {
                    continue;
                }

                if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
                    $row['total_irda_amt'] = '0.00';
                    $row['billed_amt']     = $reward;
                    $rewardFlag            = 'R';
                } else {
                    $rewardFlag = 'N';
                }

                $key = implode('|', [
                    $row['statement_year_month'],
                    $row['insurer_name'],
                    $row['policy_no'],
                    $endorsement_number,
                    $rewardFlag,
                ]);

                if ($row['statement_uploaded'] === 'statement uploaded') {
                    $filtered[$key] = $row;
                    $keys[$key]     = true;
                } elseif (!isset($keys[$key])) {
                    $filtered[$key] = $row;
                }
            }

            $result = array_values($filtered);

            $totalBilled  = [];
            $totalIrdaMap = [];

            foreach ($result as $row) {
                $key = $row['pt_id'] . '-' . $row['insurer_id'];

                $totalBilled[$key] = ($totalBilled[$key] ?? 0) + (float) ($row['billed_amt'] ?? 0);

                if (!isset($totalIrdaMap[$key])) {
                    $totalIrdaMap[$key] = (float) $row['total_irda_amt'];
                }

                if (($row['reward'] ?? 0) > 0) {
                    $totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
                }
            }

            $ptSeen = [];
            $final  = [];

            foreach ($result as $row) {
                $ptId = $row['pt_id'] . '-' . $row['insurer_id'];
                if (!isset($ptSeen[$ptId])) {
                    $totalIrdaVal   = $totalIrdaMap[$ptId] ?? 0;
                    $totalBilledVal = $totalBilled[$ptId] ?? 0;
                    $addMinus       = false;

                    if ($totalIrdaVal < 0) {
                        $totalIrdaVal   = abs($totalIrdaVal);
                        $totalBilledVal = abs($totalBilledVal);
                        $addMinus       = true;
                    }

                    $row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal), 2);

                    if ($addMinus) {
                        $row['unbilled_amount'] = ($row['unbilled_amount'] * -1);
                    }

                    $ptSeen[$ptId] = true;
                } else {
                    $row['unbilled_amount'] = '0.00';
                }

                $final[] = $row;
            }

            return $final;
        }

        /**
         * Cached processed BDS report list for a given filter set.
         */
        public function getCachedBDSReportList(array $filters): array
        {
            $cacheKey = 'bds_report_v1_' . md5(json_encode($filters));
            $cache    = \Config\Services::cache();
            $cached   = $cache->get($cacheKey);

            if (is_array($cached)) {
                return $cached;
            }

            $processed = $this->getBDSReportList(
                $filters['start_date'] ?? 0,
                $filters['end_date'] ?? 0,
                $filters['client_id'] ?? 0,
                $filters['insurer_id'] ?? 0,
                $filters['policy_type_id'] ?? 0,
                $filters['date_type'] ?? 0,
                $filters['issuer'] ?? 0,
                $filters['client_branch_id'] ?? 0,
                $filters['insurer_branch_id'] ?? 0,
                $filters['client_policy_id'] ?? 0,
                $filters['user_id'] ?? 0,
                $filters['where'] ?? []
            );

            $cache->save($cacheKey, $processed, 300);

            return $processed;
        }

        /**
         * Server-side DataTables payload for BDS report.
         */
        public function getBDSReportListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
        {
            $allRows      = $this->getCachedBDSReportList($filters);
            $recordsTotal = count($allRows);

            if ($searchValue !== '') {
                $allRows = $this->filterBDSReportRowsBySearch($allRows, $searchValue);
            }

            $recordsFiltered = count($allRows);

            if ($length < 0) {
                $length = $recordsFiltered;
            }

            $pageRows = $length > 0
                ? array_slice(array_values($allRows), $start, $length)
                : array_values($allRows);

            return [
                'draw'            => $draw,
                'recordsTotal'    => $recordsTotal,
                'recordsFiltered' => $recordsFiltered,
                'data'            => $pageRows,
                'totals'          => $this->calculateBDSReportTotals($allRows),
            ];
        }

        /**
         * Global search across BDS report row fields.
         */
        public function filterBDSReportRowsBySearch(array $rows, string $searchValue): array
        {
            $needle = mb_strtolower(trim($searchValue));
            if ($needle === '') {
                return $rows;
            }

            // Match DataTables "common search" behavior against primary visible columns.
            $searchFields = [
                'user_name',
                'policy_issue_month',
                'client_name',
                'action_type',
                'policy_type',
                'policy_no',
                'endorsement_no',
                'insurer_branch_name',
            ];

            return array_values(array_filter($rows, static function (array $row) use ($needle, $searchFields) {
                foreach ($searchFields as $field) {
                    $value = $row[$field] ?? '';
                    if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
                        return true;
                    }
                }

                $numericFields = [
                    'bp_amt', 'tp_or_ter', 'premium_wo_gst', 'total_premium', 'agreed_bp_per',
                    'agreed_tp_or_ter_per', 'reward', 'total_irda_amt', 'billed_amt', 'unbilled_amount',
                ];
                foreach ($numericFields as $field) {
                    $value = $row[$field] ?? '';
                    if ($value !== '' && $value !== null && mb_strpos((string) $value, $needle) !== false) {
                        return true;
                    }
                }

                return false;
            }));
        }

        /**
         * Summary totals for BDS report badges (matches client-side footerCallback logic).
         */
        public function calculateBDSReportTotals(array $rows): array
        {
            $totalPremium = 0.0;
            $totalRewards = 0.0;
            $totalIrda    = 0.0;
            $totalBilled  = 0.0;
            $totalUnbilled = 0.0;

            foreach ($rows as $row) {
                $hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;

                $totalPremium += $hasIrda ? (float) ($row['premium_wo_gst'] ?? 0) : 0.0;
                $totalRewards += (float) ($row['reward'] ?? 0);
                $totalIrda    += (float) ($row['total_irda_amt'] ?? 0);
                $totalBilled  += (float) ($row['billed_amt'] ?? 0);
                $totalUnbilled += (float) ($row['unbilled_amount'] ?? 0);
            }

            $totalIrdaAmt = $totalBilled - $totalRewards;
            $totalRevenue = $totalIrdaAmt + $totalRewards;

            return [
                'total_premium'  => number_format($totalPremium, 2, '.', ''),
                'total_rewards'  => number_format($totalRewards, 2, '.', ''),
                'total_irda'     => number_format($totalIrdaAmt, 2, '.', ''),
                'total_revenue'  => number_format($totalRevenue, 2, '.', ''),
                'total_billed'   => number_format($totalBilled, 2, '.', ''),
                'total_unbilled' => number_format($totalUnbilled, 2, '.', ''),
                'policy_count'   => count($rows),
            ];
        }


    }