nhance/app/Controllers/BDSReportController.php
2025-01-24 10:08:09 +05:30

454 lines
24 KiB
PHP

<?php
namespace App\Controllers;
use App\Controllers\BaseController;
use CodeIgniter\HTTP\ResponseInterface;
use Psr\Log\LoggerInterface;
use Kint\Kint;
use App\Models\ClientModel;
use App\Models\ClientPolicyModel;
use App\Models\InsurerModel;
use App\Models\InsurerBranchModel;
use App\Models\PolicyTransactionModel;
use App\Models\PTCOShareDetailsModel;
use App\Models\COShareStmtDetailsModel;
use App\Models\PolicyTypeModel;
use CodeIgniter\API\ResponseTrait;
class BDSReportController extends AdminController
{
use ResponseTrait;
protected $myLogger;
protected $clientModel;
protected $clientPolicyModel;
protected $insurerModel;
protected $insurerBranchModel;
protected $policyTransactionModel;
protected $PTCOShareDetailsModel;
protected $coShareStmtDetailsModel;
protected $policyTypeModel;
public function __construct()
{
$this->myLogger = \Config\Services::mylogger();
$this->clientModel = new ClientModel();
$this->clientPolicyModel = new ClientPolicyModel();
$this->insurerModel = new InsurerModel();
$this->insurerBranchModel = new InsurerBranchModel();
$this->policyTransactionModel = new PolicyTransactionModel();
$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
$this->policyTypeModel = new PolicyTypeModel();
}
public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate)
{
$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
try {
$sql = "
select ins.id,ins.name as insurers,
COALESCE(SUM(CASE WHEN pt.action_type = 'inception' and pt.insurer_id = ins.id and ptp.policy_category = $insurerCategory THEN 1 ELSE 0 END), 0) AS Policies,
COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id and ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS Premium,
COALESCE(SUM(CASE WHEN stmt.co_share_id = pt_co.id and ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN stmt.reward + stmt.actual_bp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.actual_tp_brokerage_amt ELSE 0 END), 0) AS Revenue
from insurers ins
left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 and pt.policy_issue_date >= '$fromDate' and pt.policy_issue_date <= '$toDate'
left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $insurerCategory
where ins.is_active = 1 and (ptp.policy_category = $insurerCategory or ptp.policy_category is null)
group by ins.id
";
$data['insurer_wise_data'] = $this->insurerModel->query($sql)->getResultArray();
// log_message('error',$this->insurerModel->getLastQuery());
// log_message('error',json_encode($data));
} catch (\Exception $e) {
$data['message'] = 'No data Found';
$this->myLogger->logme('error', $e->getMessage());
return $data;
}
return ($data);
}
public function Bap_Wise_Data($insurerCategory, $fromDate, $toDate)
{
$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
try {
$sql = "
SELECT
pot.bap AS bap,
COALESCE(COUNT(DISTINCT pt.id), 0) AS Policies,
COALESCE(SUM(co.actual_bp_amt + co.actual_tep_amt + co.actual_tp_amt), 0) AS Premium,
COALESCE(SUM(co.reward + co.actual_bp_brokerage_amt + co.actual_tep_brokerage_amt + co.actual_tp_brokerage_amt), 0) AS Revenue
FROM policy_type AS pot
LEFT JOIN policy_transaction AS pt ON pot.id = pt.policy_type_id AND pt.is_active = 1 AND pt.action_type = 'inception' and pt.policy_issue_date >= '$fromDate' and pt.policy_issue_date <= '$toDate'
LEFT JOIN pt_co_share_details AS ptco ON pt.id = ptco.pt_id AND ptco.is_active = 1
LEFT JOIN co_share_stmt_details AS co ON ptco.id = co.co_share_id AND co.is_active = 1
WHERE pot.is_active = 1
AND pot.policy_category = $insurerCategory
GROUP BY pot.bap;
";
$data['bap_wise_data'] = $this->policyTypeModel->query($sql)->getResultArray();
} catch (\Exception $e) {
$data['message'] = 'No Data Found';
$this->myLogger->logme('error', $e->getMessage());
return $data;
}
return ($data);
}
public function irba_report()
{
if ($this->request->is('get')) {
$default_start = new \DateTime();
$data['default_end'] = $default_start->format('d-m-Y');
$data['default_start'] = $default_start->modify('-90 days')->format('d-m-Y');
$data['categories'] = [
'Life' => 'life',
'Non Life' => 'nonLife'
];
$data['report_type'] = [
'Insurer' => 'insurer',
'BAP' => 'bap',
'BAP-Client' => 'bapClient',
'BAP-Insurer' => 'bapInsurer',
'Client' => 'client'
];
return $this->loadLayout('irba_report', $data);
} else {
$fromDate = $this->request->getPost('fromDate');
$toDate = $this->request->getPost('toDate');
$category = $this->request->getPost('category');
$report_type = $this->request->getPost('report_type');
// log_message('error',json_encode($_POST));die();
if ($report_type == 'insurer') {
$life = $category == 'life' ? 1 : 0;
$viewData = $this->Insurer_wise_Data($life, $fromDate, $toDate);
if (isset($data['message'])) {
return $this->respond(['status' => false, 'message' => $data['message']], 200);
}
// Ensure $viewData is an array
if (!is_array($viewData)) {
$viewData = [];
}
$html = view('bds_report_Insurer_wise_Data', $viewData);
return $this->respond(['status' => true, 'html' => $html], 200);
} else if ($report_type == 'bap') {
$life = $category == 'life' ? 1 : 0;
$viewData = $this->Bap_wise_Data($life, $fromDate, $toDate);
if (isset($data['message'])) {
return $this->respond(['status' => false, 'message' => $data['message']], 200);
}
// Ensure $viewData is an array
if (!is_array($viewData)) {
$viewData = [];
}
$html = view('bds_report_bap_wise_data', $viewData);
return $this->respond(['status' => true, 'html' => $html], 200);
return $this->respond(['status' => true, 'html' => $html], 200);
}
}
}
// ------------------------------------------------------------------------------------------------
//Function for get BAP INSURE wise data for premium , policy count , revenue only
public function getBAPInsurerData($category = 0, $start_date = null, $end_date = null)
{
try {
$this->myLogger->logme('error', 'getBAPInsurerData function called');
$this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
$this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
//set default last 3 months data date
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$fromDate = $start_date;
$toDate = $end_date;
}
$this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
$db = db_connect();
$builder = $db->query("
select ins.id, ins.name as insurer_name,
-- Health Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS health_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS health_revenue,
-- Misc Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS misc_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS misc_revenue,
-- Motor Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS motor_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS motor_revenue,
-- Engineering Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS engineering_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS engineering_revenue,
-- Fire Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS fire_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS fire_revenue,
-- Liability Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS liability_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS liability_revenue,
-- Life Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS life_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS life_revenue,
-- Marine Cargo Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_cargo_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_cargoe_revenue,
-- Marine Hull Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_hull_premium,
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_hull_revenue
from insurers ins
left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $category
where ins.is_active = 1
group by ins.id
ORDER BY
health_premium DESC,
misc_premium DESC,
motor_premium DESC,
engineering_premium DESC,
fire_premium DESC,
liability_premium DESC,
life_premium DESC,
marine_cargo_premium DESC,
marine_hull_premium DESC;
");
// Get the query
$result = $builder->getResultArray();
$this->myLogger->logme('error', 'Query executed successfully.');
// dd(db_connect()->getLastQuery(),$result);
return $result;
} catch (\Exception $e) {
// Log the exception details for debugging
$this->myLogger->logme('error', 'Error occurred in getBAPInsurerData: {message}', ['message' => $e->getMessage()]);
$this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
return [];
}
}
//Function for get BAP CLIENT wise data for premium , policy count , revenue only
public function getBAPClientData($category = 0, $start_date = null, $end_date = null)
{
try {
$this->myLogger->logme('error', 'getBAPClientData function called');
$this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
$this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
//set default last 3 months data date
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$fromDate = $start_date;
$toDate = $end_date;
}
$this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
$db = db_connect();
$builder = $db->query("
SELECT
c.id AS client_id,
c.client_name,
-- Health Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS health_premium,
-- Misc Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS misc_premium,
-- Motor Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS motor_premium,
-- Engineering Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS engineering_premium,
-- Fire Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS fire_premium,
-- Liability Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS liability_premium,
-- Life Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS life_premium,
-- Marine Cargo Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_cargo_premium,
-- Marine Hull Policies
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_hull_premium
FROM clients c
LEFT JOIN policy_transaction pt ON pt.client_id = c.id AND pt.is_active = 1 AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
LEFT JOIN policy_type ptp ON pt.policy_type_id = ptp.id
LEFT JOIN pt_co_share_details ptco ON ptco.pt_id = pt.id AND ptco.is_active = 1
LEFT JOIN co_share_stmt_details stmt ON stmt.co_share_id = ptco.id AND stmt.is_active = 1
WHERE c.is_active = 1
AND ptp.policy_category = $category
GROUP BY c.id
ORDER BY
health_premium DESC,
misc_premium DESC,
motor_premium DESC,
engineering_premium DESC,
fire_premium DESC,
liability_premium DESC,
life_premium DESC,
marine_cargo_premium DESC,
marine_hull_premium DESC
");
// Get the query
$result = $builder->getResultArray();
// dd(db_connect()->getLastQuery(),$result);
return $result;
} catch (\Exception $e) {
// Log the exception details for debugging
$this->myLogger->logme('error', 'Error occurred in getBAPClientData: {message}', ['message' => $e->getMessage()]);
$this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
return [];
}
}
//Function for get CLIENT wise data for premium and policy count only
public function getClientData($category = 0, $start_date = null, $end_date = null)
{
try {
$this->myLogger->logme('error', 'getClientData function called');
$this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
$this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
//set default last 3 months data date
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$fromDate = $start_date;
$toDate = $end_date;
}
$this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
$db = db_connect();
$builder = $db->query("
select
c.id as client_id,
c.client_name,
(
select
count(policy_transaction.id)
from policy_transaction
left join policy_type on policy_transaction.policy_type_id = policy_type.id
where policy_transaction.client_id = c.id
and policy_transaction.action_type = 'inception'
and policy_transaction.is_active = 1
) as policy_count,
COALESCE((
select
sum(stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt) as premium
from co_share_stmt_details stmt
left join pt_co_share_details ptco on stmt.co_share_id = ptco.id
left join policy_transaction pt on ptco.pt_id = pt.id
where pt.client_id = c.id
and stmt.is_active = 1
and ptco.is_active = 1
and pt.is_active = 1
), 0) as premium
from clients c
join policy_transaction on c.id = policy_transaction.client_id
join policy_type on policy_transaction.policy_type_id = policy_type.id
where c.is_active = 1
and policy_type.policy_category = $category
AND policy_transaction.policy_issue_date >= '$fromDate'
AND policy_transaction.policy_issue_date <= '$toDate'
group by client_name
order by premium desc
");
// Get the query
$result = $builder->getResultArray();
// dd(db_connect()->getLastQuery(),$result);
return $result;
} catch (\Exception $e) {
// Log the exception details for debugging
$this->myLogger->logme('error', 'Error occurred in getClientData: {message}', ['message' => $e->getMessage()]);
$this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
return [];
}
}
}