1193 lines
68 KiB
PHP
1193 lines
68 KiB
PHP
<?php
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namespace App\Controllers;
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use App\Controllers\BaseController;
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use CodeIgniter\HTTP\ResponseInterface;
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use Psr\Log\LoggerInterface;
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use Kint\Kint;
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use App\Models\ClientModel;
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use App\Models\ClientPolicyModel;
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use App\Models\InsurerModel;
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use App\Models\InsurerBranchModel;
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use App\Models\PolicyTransactionModel;
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use App\Models\PTCOShareDetailsModel;
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use App\Models\COShareStmtDetailsModel;
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use App\Models\PolicyTypeModel;
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use App\Models\NhanceBranchModel;
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use CodeIgniter\API\ResponseTrait;
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class BDSReportController extends AdminController
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{
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use ResponseTrait;
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protected $myLogger;
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protected $clientModel;
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protected $clientPolicyModel;
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protected $insurerModel;
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protected $insurerBranchModel;
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protected $policyTransactionModel;
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protected $PTCOShareDetailsModel;
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protected $coShareStmtDetailsModel;
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protected $policyTypeModel;
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protected $policyTatReportType;
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protected $nhanceBranchModel;
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public function __construct()
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{
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$this->myLogger = \Config\Services::mylogger();
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$this->clientModel = new ClientModel();
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$this->clientPolicyModel = new ClientPolicyModel();
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$this->insurerModel = new InsurerModel();
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$this->insurerBranchModel = new InsurerBranchModel();
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$this->policyTransactionModel = new PolicyTransactionModel();
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$this->PTCOShareDetailsModel = new PTCOShareDetailsModel();
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$this->coShareStmtDetailsModel = new COShareStmtDetailsModel();
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$this->policyTypeModel = new PolicyTypeModel();
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$this->nhanceBranchModel = new NhanceBranchModel();
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$this->policyTatReportType = [
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'1' => "TAT Band Wise report",
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'2' => "Account Manger Status Wise Report",
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'3' => "Account Manger TAT Wise Report"
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];
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}
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// public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate)
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// {
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// $fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
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// $toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
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// try {
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// $sql = "
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// select ins.id,ins.name as insurers,
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// 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,
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// COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN (pt_co.bp_amt + pt_co.tp_amt + pt_co.tep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS Premium,
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// 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,
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// COALESCE(SUM(CASE WHEN ptp.policy_category = $insurerCategory and pt_co.insurer_id = ins.id THEN pt_co.exp_amt ELSE 0 END), 0) AS Expected_amt
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// from insurers ins
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// left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
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// left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
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// left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 and pt.policy_issue_date >= '$fromDate' and pt.policy_issue_date <= '$toDate'
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// left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $insurerCategory and ptp.is_active = 1
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// where ins.is_active = 1 and (ptp.policy_category = $insurerCategory or ptp.policy_category is null)
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// group by ins.id
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// ";
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// $data['insurer_wise_data'] = $this->insurerModel->query($sql)->getResultArray();
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// // log_message('error',$this->insurerModel->getLastQuery());
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// // log_message('error',json_encode($data));
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// } catch (\Exception $e) {
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// $data['message'] = 'No data Found';
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// $this->myLogger->logme('error', $e->getMessage());
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// return $data;
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// }
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// return ($data);
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// }
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public function Insurer_wise_Data($insurerCategory, $fromDate, $toDate)
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{
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$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
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$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
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try {
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$sql = "
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SELECT
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ins.id,
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ins.name AS insurers,
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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,
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COALESCE(SUM(CASE WHEN ptp.policy_category = :insurerCategory: AND pt_co.insurer_id = ins.id THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS Premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.policy_category = :insurerCategory: AND pt_co.insurer_id = ins.id THEN pt_co.exp_amt ELSE 0 END), 0) AS Expected_amt
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FROM
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insurers ins
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LEFT JOIN
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pt_co_share_details pt_co ON ins.id = pt_co.insurer_id AND pt_co.is_active = 1
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LEFT JOIN
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co_share_stmt_details stmt ON pt_co.id = stmt.co_share_id AND stmt.is_active = 1
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LEFT JOIN
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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:
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LEFT JOIN
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policy_type ptp ON pt.policy_type_id = ptp.id AND ptp.policy_category = :insurerCategory: AND ptp.is_active = 1
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WHERE
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ins.is_active = 1 AND (ptp.policy_category = :insurerCategory: OR ptp.policy_category IS NULL)
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GROUP BY
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ins.id;
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";
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$binds = ['insurerCategory'=>$insurerCategory,'fromDate'=>$fromDate,'toDate'=>$toDate];
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$data['insurer_wise_data'] = $this->insurerModel->query($sql,$binds)->getResultArray();
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// log_message('error',$this->insurerModel->getLastQuery());
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// log_message('error',json_encode($data));
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} catch (\Exception $e) {
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$data['message'] = 'No data Found';
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$this->myLogger->logme('error', $e->getMessage());
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return $data;
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}
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return ($data);
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}
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public function Bap_Wise_Data($insurerCategory, $fromDate, $toDate)
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{
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$fromDate = \DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d');
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$toDate = \DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d');
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try {
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$sql = "
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SELECT
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pot.bap AS bap,
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COALESCE(COUNT(DISTINCT pt.id), 0) AS Policies,
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COALESCE(SUM((pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt)), 0) AS Premium,
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COALESCE(SUM(co.reward + co.actual_bp_brokerage_amt + co.actual_tep_brokerage_amt + co.actual_tp_brokerage_amt), 0) AS Revenue,
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COALESCE(SUM(pt_co.exp_amt), 0) AS Expected_amt
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FROM policy_type AS pot
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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:
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LEFT JOIN pt_co_share_details AS pt_co ON pt.id = pt_co.pt_id AND pt_co.is_active = 1
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LEFT JOIN co_share_stmt_details AS co ON pt_co.id = co.co_share_id AND co.is_active = 1
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WHERE pot.is_active = 1
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AND pot.policy_category = :insurerCategory:
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GROUP BY pot.bap;
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";
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$binds = ['insurerCategory'=>$insurerCategory,'fromDate'=>$fromDate,'toDate'=>$toDate];
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$data['bap_wise_data'] = $this->policyTypeModel->query($sql,$binds)->getResultArray();
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} catch (\Exception $e) {
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$data['message'] = 'No Data Found';
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$this->myLogger->logme('error', $e->getMessage());
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return $data;
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}
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return ($data);
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}
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public function irba_report()
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{
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if ($this->request->is('get')) {
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$default_start = new \DateTime();
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$data['default_end'] = $default_start->format('d-m-Y');
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$data['default_start'] = $default_start->modify('-90 days')->format('d-m-Y');
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$data['categories'] = [
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'Life' => 'life',
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'Non Life' => 'nonLife'
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];
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$data['report_type'] = [
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'Insurer' => 'insurer',
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'BAP' => 'bap',
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'BAP-Client' => 'bapClient',
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'BAP-Insurer' => 'bapInsurer',
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'Client' => 'client'
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];
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$data['tab_name'] = "IRDA Reports";
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$data['page_name'] = "IRDA Report";
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return $this->loadLayout('irba_report', $data);
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} else {
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$request_post_data = $this->request->getPost();
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$sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
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$fromDate = $sanitized_post_data['fromDate'] ?? null;
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$toDate = $sanitized_post_data['toDate'] ?? null;
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$category = $sanitized_post_data['category'] ?? null;
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$report_type = $sanitized_post_data['report_type'] ?? null;
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// log_message('error',json_encode($_POST));die();
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if ($report_type == 'insurer') {
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$life = $category == 'life' ? 1 : 0;
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$viewData = $this->Insurer_wise_Data($life, $fromDate, $toDate);
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if (isset($data['message'])) {
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return $this->respond(['status' => false, 'message' => $data['message']], 200);
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}
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// Ensure $viewData is an array
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if (!is_array($viewData)) {
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$viewData = [];
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}
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$view_name = "bds_report_Insurer_wise_Data" ;
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$html = view('bds_report_Insurer_wise_Data', $viewData);
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return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200);
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} else if ($report_type == 'bap') {
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$life = $category == 'life' ? 1 : 0;
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$viewData = $this->Bap_wise_Data($life, $fromDate, $toDate);
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if (isset($data['message'])) {
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return $this->respond(['status' => false, 'message' => $data['message']], 200);
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}
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// Ensure $viewData is an array
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if (!is_array($viewData)) {
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$viewData = [];
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}
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$view_name = "bds_report_bap_wise_data";
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$html = view('bds_report_bap_wise_data', $viewData);
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return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200);
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} else if ($report_type == 'bapInsurer') {
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//Condition for BAP Insurer wise date
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$category = $category == 'life' ? 1 : 0;
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$viewData['data'] = $this->getBAPInsurerData($category, $fromDate, $toDate);
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$view_name = "irda_bap_insurer_report_list";
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$html = view('irda_bap_insurer_report_list', $viewData);
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return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200);
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} else if ($report_type == 'bapClient') {
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//Condition for BAP Client wise date
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$category = $category == 'life' ? 1 : 0;
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$viewData['data'] = $this->getBAPClientData($category, $fromDate, $toDate);
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$view_name = "irda_bap_client_report_list";
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$html = view('irda_bap_client_report_list', $viewData);
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return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200);
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} else if ($report_type == 'client') {
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//Condition for Client wise date
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$category = $category == 'life' ? 1 : 0;
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$viewData['data'] = $this->getClientData($category, $fromDate, $toDate);
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$view_name = "irda_client_report_list";
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$html = view('irda_client_report_list', $viewData);
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return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200);
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}
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}
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}
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// ------------------------------------------------------------------------------------------------
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//Function for get BAP INSURE wise data for premium , policy count , revenue only
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public function getBAPInsurerData($category = 0, $start_date = null, $end_date = null)
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{
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$category = (int)$category;
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try {
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$this->myLogger->logme('error', 'getBAPInsurerData function called');
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$this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
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$this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
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//set default last 3 months data date
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$fromDate = date('Y-m-d', strtotime('-90 days'));
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$toDate = date('Y-m-d 23:59:59');
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if (!empty($start_date) && !empty($end_date)) {
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$fromDate = change_date_format($start_date);
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$toDate = change_date_format($end_date);
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}
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$this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
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$db = db_connect();
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$builder = $db->query("
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select ins.id, ins.name as insurer_name,
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-- Health Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN pt_co.exp_amt ELSE 0 END), 0) AS health_exp_amt,
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-- Misc Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN pt_co.exp_amt ELSE 0 END), 0) AS misc_exp_amt,
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-- Motor Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN pt_co.exp_amt ELSE 0 END), 0) AS motor_exp_amt,
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-- Engineering Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN pt_co.exp_amt ELSE 0 END), 0) AS engineering_exp_amt,
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-- Fire Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN pt_co.exp_amt ELSE 0 END), 0) AS fire_exp_amt,
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-- Liability Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN pt_co.exp_amt ELSE 0 END), 0) AS liability_exp_amt,
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-- Life Policies
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COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium,
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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,
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COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN pt_co.exp_amt ELSE 0 END), 0) AS life_exp_amt,
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|
|
-- Marine Cargo Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_cargoe_revenue,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN pt_co.exp_amt ELSE 0 END), 0) AS marine_cargo_exp_amt,
|
|
|
|
|
|
-- Marine Hull Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_hull_revenue,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN pt_co.exp_amt ELSE 0 END), 0) AS marine_hull_exp_amt,
|
|
|
|
-- Grand Totals
|
|
COALESCE(
|
|
SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END)+
|
|
SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END),
|
|
0
|
|
) AS total_policy_count,
|
|
|
|
COALESCE(
|
|
SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+
|
|
SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END)+
|
|
SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END),
|
|
0
|
|
) AS total_premium,
|
|
|
|
COALESCE(
|
|
SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+
|
|
SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+
|
|
SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END),
|
|
0
|
|
) AS total_revenue
|
|
|
|
from insurers ins
|
|
left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
|
|
left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
|
|
left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
|
|
left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $category
|
|
where ins.is_active = 1
|
|
group by ins.id
|
|
ORDER BY
|
|
health_premium DESC,
|
|
misc_premium DESC,
|
|
motor_premium DESC,
|
|
engineering_premium DESC,
|
|
fire_premium DESC,
|
|
liability_premium DESC,
|
|
life_premium DESC,
|
|
marine_cargo_premium DESC,
|
|
marine_hull_premium DESC;
|
|
|
|
");
|
|
|
|
// Get the query
|
|
$result = $builder->getResultArray();
|
|
$this->myLogger->logme('error', 'Query executed successfully.');
|
|
// dd(db_connect()->getLastQuery(),$result);
|
|
return $result;
|
|
} catch (\Exception $e) {
|
|
|
|
// Log the exception details for debugging
|
|
$this->myLogger->logme('error', 'Error occurred in getBAPInsurerData: {message}', ['message' => $e->getMessage()]);
|
|
$this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
|
|
return [];
|
|
}
|
|
}
|
|
|
|
//Function for get BAP CLIENT wise data for premium , policy count , revenue only
|
|
public function getBAPClientData($category = 0, $start_date = null, $end_date = null)
|
|
{
|
|
$category = (int)$category;
|
|
try {
|
|
$this->myLogger->logme('error', 'getBAPClientData function called');
|
|
$this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
|
|
$this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
|
|
|
|
//set default last 3 months data date
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
if (!empty($start_date) && !empty($end_date)) {
|
|
$fromDate = change_date_format($start_date);
|
|
$toDate = change_date_format($end_date);
|
|
}
|
|
|
|
$this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
|
|
|
|
$db = db_connect();
|
|
$builder = $db->query("
|
|
|
|
SELECT
|
|
c.id AS client_id,
|
|
c.client_name,
|
|
|
|
-- Health Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS health_premium,
|
|
|
|
-- Misc Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS misc_premium,
|
|
|
|
-- Motor Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS motor_premium,
|
|
|
|
-- Engineering Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS engineering_premium,
|
|
|
|
-- Fire Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS fire_premium,
|
|
|
|
-- Liability Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS liability_premium,
|
|
|
|
-- Life Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS life_premium,
|
|
|
|
-- Marine Cargo Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_cargo_premium,
|
|
|
|
-- Marine Hull Policies
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
|
|
COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN (pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) ELSE 0 END), 0) AS marine_hull_premium,
|
|
|
|
-- Grand Totals
|
|
COALESCE(SUM(CASE WHEN pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS total_policy_count,
|
|
COALESCE(SUM(pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt), 0) AS total_premium
|
|
|
|
FROM clients c
|
|
LEFT JOIN policy_transaction pt ON pt.client_id = c.id AND pt.is_active = 1 AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
|
|
LEFT JOIN policy_type ptp ON pt.policy_type_id = ptp.id
|
|
LEFT JOIN pt_co_share_details pt_co ON pt_co.pt_id = pt.id AND pt_co.is_active = 1
|
|
LEFT JOIN co_share_stmt_details stmt ON stmt.co_share_id = pt_co.id AND stmt.is_active = 1
|
|
WHERE c.is_active = 1
|
|
AND ptp.policy_category = $category
|
|
GROUP BY c.id
|
|
ORDER BY
|
|
health_premium DESC,
|
|
misc_premium DESC,
|
|
motor_premium DESC,
|
|
engineering_premium DESC,
|
|
fire_premium DESC,
|
|
liability_premium DESC,
|
|
life_premium DESC,
|
|
marine_cargo_premium DESC,
|
|
marine_hull_premium DESC
|
|
|
|
");
|
|
|
|
// Get the query
|
|
$result = $builder->getResultArray();
|
|
// dd(db_connect()->getLastQuery(),$result);
|
|
return $result;
|
|
} catch (\Exception $e) {
|
|
|
|
// Log the exception details for debugging
|
|
$this->myLogger->logme('error', 'Error occurred in getBAPClientData: {message}', ['message' => $e->getMessage()]);
|
|
$this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
|
|
return [];
|
|
}
|
|
}
|
|
|
|
//Function for get CLIENT wise data for premium and policy count only
|
|
public function getClientData($category = 0, $start_date = null, $end_date = null)
|
|
{
|
|
$category = (int)$category;
|
|
try {
|
|
|
|
$this->myLogger->logme('error', 'getClientData function called');
|
|
$this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
|
|
$this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
|
|
|
|
//set default last 3 months data date
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
if (!empty($start_date) && !empty($end_date)) {
|
|
$fromDate = change_date_format($start_date);
|
|
$toDate = change_date_format($end_date);
|
|
}
|
|
|
|
$this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
|
|
|
|
$db = db_connect();
|
|
$builder = $db->query("
|
|
|
|
select
|
|
c.id as client_id,
|
|
c.client_name,
|
|
|
|
(
|
|
select
|
|
count(policy_transaction.id)
|
|
from policy_transaction
|
|
left join policy_type on policy_transaction.policy_type_id = policy_type.id
|
|
where policy_transaction.client_id = c.id
|
|
and policy_transaction.action_type = 'inception'
|
|
and policy_transaction.is_active = 1
|
|
|
|
) as policy_count,
|
|
|
|
COALESCE((
|
|
select
|
|
sum(pt_co.cop_amt + pt_co.cotp_amt + pt_co.cotep_amt + pt_co.non_comm_per_amt) as premium
|
|
from co_share_stmt_details stmt
|
|
left join pt_co_share_details pt_co on stmt.co_share_id = pt_co.id
|
|
left join policy_transaction pt on pt_co.pt_id = pt.id
|
|
where pt.client_id = c.id
|
|
and stmt.is_active = 1
|
|
and pt_co.is_active = 1
|
|
and pt.is_active = 1
|
|
|
|
), 0) as premium
|
|
|
|
from clients c
|
|
join policy_transaction on c.id = policy_transaction.client_id AND policy_transaction.policy_issue_date >= '$fromDate' AND policy_transaction.policy_issue_date <= '$toDate'
|
|
join policy_type on policy_transaction.policy_type_id = policy_type.id and policy_type.policy_category = $category
|
|
where c.is_active = 1
|
|
group by client_name
|
|
order by premium desc
|
|
");
|
|
|
|
// Get the query
|
|
$result = $builder->getResultArray();
|
|
// dd(db_connect()->getLastQuery(),$result);
|
|
return $result;
|
|
} catch (\Exception $e) {
|
|
|
|
// Log the exception details for debugging
|
|
$this->myLogger->logme('error', 'Error occurred in getClientData: {message}', ['message' => $e->getMessage()]);
|
|
$this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
|
|
return [];
|
|
}
|
|
}
|
|
|
|
|
|
// //Function for get BAP INSURE wise data for premium , policy count , revenue only
|
|
// public function getBAPInsurerData($category = 0, $start_date = null, $end_date = null)
|
|
// {
|
|
// try {
|
|
// $this->myLogger->logme('error', 'getBAPInsurerData function called');
|
|
// $this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
|
|
// $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
|
|
|
|
|
|
// //set default last 3 months data date
|
|
// $fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// if (!empty($start_date) && !empty($end_date)) {
|
|
// $fromDate = change_date_format($start_date);
|
|
// $toDate = change_date_format($end_date);
|
|
// }
|
|
|
|
// $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
|
|
|
|
// $db = db_connect();
|
|
// $builder = $db->query("
|
|
|
|
// select ins.id, ins.name as insurer_name,
|
|
|
|
// -- Health Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS health_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS health_revenue,
|
|
|
|
// -- Misc Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS misc_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS misc_revenue,
|
|
|
|
|
|
// -- Motor Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS motor_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS motor_revenue,
|
|
|
|
// -- Engineering Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS engineering_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS engineering_revenue,
|
|
|
|
|
|
// -- Fire Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS fire_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS fire_revenue,
|
|
|
|
// -- Liability Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS liability_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS liability_revenue,
|
|
|
|
|
|
// -- Life Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS life_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS life_revenue,
|
|
|
|
|
|
// -- Marine Cargo Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_cargo_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_cargoe_revenue,
|
|
|
|
// -- Marine Hull Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_hull_premium,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END), 0) AS marine_hull_revenue,
|
|
|
|
// -- Grand Totals
|
|
// COALESCE(
|
|
// SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END)+
|
|
// SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END),
|
|
// 0
|
|
// ) AS total_policy_count,
|
|
|
|
// COALESCE(
|
|
// SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END)+
|
|
// SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END)+
|
|
// SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END),
|
|
// 0
|
|
// ) AS total_premium,
|
|
|
|
// COALESCE(
|
|
// SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END) +
|
|
// SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+
|
|
// SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END)+
|
|
// SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_brokerage_amt + stmt.actual_tp_brokerage_amt + stmt.actual_tep_brokerage_amt + stmt.reward ELSE 0 END),
|
|
// 0
|
|
// ) AS total_revenue
|
|
|
|
// from insurers ins
|
|
// left join pt_co_share_details pt_co on ins.id = pt_co.insurer_id and pt_co.is_active = 1
|
|
// left join co_share_stmt_details stmt on pt_co.id = stmt.co_share_id and stmt.is_active = 1
|
|
// left join policy_transaction pt on pt_co.pt_id = pt.id and pt.is_active = 1 AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
|
|
// left join policy_type ptp on pt.policy_type_id = ptp.id and ptp.policy_category = $category
|
|
// where ins.is_active = 1
|
|
// group by ins.id
|
|
// ORDER BY
|
|
// health_premium DESC,
|
|
// misc_premium DESC,
|
|
// motor_premium DESC,
|
|
// engineering_premium DESC,
|
|
// fire_premium DESC,
|
|
// liability_premium DESC,
|
|
// life_premium DESC,
|
|
// marine_cargo_premium DESC,
|
|
// marine_hull_premium DESC;
|
|
|
|
// ");
|
|
|
|
// // Get the query
|
|
// $result = $builder->getResultArray();
|
|
// $this->myLogger->logme('error', 'Query executed successfully.');
|
|
// // dd(db_connect()->getLastQuery(),$result);
|
|
// return $result;
|
|
// } catch (\Exception $e) {
|
|
|
|
// // Log the exception details for debugging
|
|
// $this->myLogger->logme('error', 'Error occurred in getBAPInsurerData: {message}', ['message' => $e->getMessage()]);
|
|
// $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
|
|
// return [];
|
|
// }
|
|
// }
|
|
|
|
// //Function for get BAP CLIENT wise data for premium , policy count , revenue only
|
|
// public function getBAPClientData($category = 0, $start_date = null, $end_date = null)
|
|
// {
|
|
|
|
// try {
|
|
// $this->myLogger->logme('error', 'getBAPClientData function called');
|
|
// $this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
|
|
// $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
|
|
|
|
// //set default last 3 months data date
|
|
// $fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// if (!empty($start_date) && !empty($end_date)) {
|
|
// $fromDate = change_date_format($start_date);
|
|
// $toDate = change_date_format($end_date);
|
|
// }
|
|
|
|
// $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
|
|
|
|
// $db = db_connect();
|
|
// $builder = $db->query("
|
|
|
|
// SELECT
|
|
// c.id AS client_id,
|
|
// c.client_name,
|
|
|
|
// -- Health Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Health' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS health_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Health' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS health_premium,
|
|
|
|
// -- Misc Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS misc_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Misc' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS misc_premium,
|
|
|
|
// -- Motor Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS motor_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Motor' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS motor_premium,
|
|
|
|
// -- Engineering Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS engineering_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Engineering' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS engineering_premium,
|
|
|
|
// -- Fire Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS fire_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Fire' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS fire_premium,
|
|
|
|
// -- Liability Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS liability_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Liability' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS liability_premium,
|
|
|
|
// -- Life Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Life' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS life_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Life' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS life_premium,
|
|
|
|
// -- Marine Cargo Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_cargo_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Cargo' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_cargo_premium,
|
|
|
|
// -- Marine Hull Policies
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' AND pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS marine_hull_policy_count,
|
|
// COALESCE(SUM(CASE WHEN ptp.bap = 'Marine Hull' THEN stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt ELSE 0 END), 0) AS marine_hull_premium,
|
|
|
|
// -- Grand Totals
|
|
// COALESCE(SUM(CASE WHEN pt.action_type = 'inception' THEN 1 ELSE 0 END), 0) AS total_policy_count,
|
|
// COALESCE(SUM(stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt), 0) AS total_premium
|
|
|
|
// FROM clients c
|
|
// LEFT JOIN policy_transaction pt ON pt.client_id = c.id AND pt.is_active = 1 AND pt.policy_issue_date >= '$fromDate' AND pt.policy_issue_date <= '$toDate'
|
|
// LEFT JOIN policy_type ptp ON pt.policy_type_id = ptp.id
|
|
// LEFT JOIN pt_co_share_details ptco ON ptco.pt_id = pt.id AND ptco.is_active = 1
|
|
// LEFT JOIN co_share_stmt_details stmt ON stmt.co_share_id = ptco.id AND stmt.is_active = 1
|
|
// WHERE c.is_active = 1
|
|
// AND ptp.policy_category = $category
|
|
// GROUP BY c.id
|
|
// ORDER BY
|
|
// health_premium DESC,
|
|
// misc_premium DESC,
|
|
// motor_premium DESC,
|
|
// engineering_premium DESC,
|
|
// fire_premium DESC,
|
|
// liability_premium DESC,
|
|
// life_premium DESC,
|
|
// marine_cargo_premium DESC,
|
|
// marine_hull_premium DESC
|
|
|
|
// ");
|
|
|
|
// // Get the query
|
|
// $result = $builder->getResultArray();
|
|
// // dd(db_connect()->getLastQuery(),$result);
|
|
// return $result;
|
|
// } catch (\Exception $e) {
|
|
|
|
// // Log the exception details for debugging
|
|
// $this->myLogger->logme('error', 'Error occurred in getBAPClientData: {message}', ['message' => $e->getMessage()]);
|
|
// $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
|
|
// return [];
|
|
// }
|
|
// }
|
|
|
|
// //Function for get CLIENT wise data for premium and policy count only
|
|
// public function getClientData($category = 0, $start_date = null, $end_date = null)
|
|
// {
|
|
|
|
// try {
|
|
|
|
// $this->myLogger->logme('error', 'getClientData function called');
|
|
// $this->myLogger->logme('error', 'category : {data}', ['data' => $category]);
|
|
// $this->myLogger->logme('error', 'start date : {start_date} - end date {end_date} ', ['start_date' => $start_date, 'end_date' => $end_date]);
|
|
|
|
// //set default last 3 months data date
|
|
// $fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// if (!empty($start_date) && !empty($end_date)) {
|
|
// $fromDate = change_date_format($start_date);
|
|
// $toDate = change_date_format($end_date);
|
|
// }
|
|
|
|
// $this->myLogger->logme('error', 'From date : {fromDate} - To date {toDate} ', ['fromDate' => $fromDate, 'toDate' => $toDate]);
|
|
|
|
// $db = db_connect();
|
|
// $builder = $db->query("
|
|
|
|
// select
|
|
// c.id as client_id,
|
|
// c.client_name,
|
|
|
|
// (
|
|
// select
|
|
// count(policy_transaction.id)
|
|
// from policy_transaction
|
|
// left join policy_type on policy_transaction.policy_type_id = policy_type.id
|
|
// where policy_transaction.client_id = c.id
|
|
// and policy_transaction.action_type = 'inception'
|
|
// and policy_transaction.is_active = 1
|
|
|
|
// ) as policy_count,
|
|
|
|
// COALESCE((
|
|
// select
|
|
// sum(stmt.actual_bp_amt + stmt.actual_tp_amt + stmt.actual_tep_amt) as premium
|
|
// from co_share_stmt_details stmt
|
|
// left join pt_co_share_details ptco on stmt.co_share_id = ptco.id
|
|
// left join policy_transaction pt on ptco.pt_id = pt.id
|
|
// where pt.client_id = c.id
|
|
// and stmt.is_active = 1
|
|
// and ptco.is_active = 1
|
|
// and pt.is_active = 1
|
|
|
|
// ), 0) as premium
|
|
|
|
// from clients c
|
|
// join policy_transaction on c.id = policy_transaction.client_id AND policy_transaction.policy_issue_date >= '$fromDate' AND policy_transaction.policy_issue_date <= '$toDate'
|
|
// join policy_type on policy_transaction.policy_type_id = policy_type.id and policy_type.policy_category = $category
|
|
// where c.is_active = 1
|
|
// group by client_name
|
|
// order by premium desc
|
|
// ");
|
|
|
|
// // Get the query
|
|
// $result = $builder->getResultArray();
|
|
// // dd(db_connect()->getLastQuery(),$result);
|
|
// return $result;
|
|
// } catch (\Exception $e) {
|
|
|
|
// // Log the exception details for debugging
|
|
// $this->myLogger->logme('error', 'Error occurred in getClientData: {message}', ['message' => $e->getMessage()]);
|
|
// $this->myLogger->logme('error', 'Stack trace: {trace}', ['trace' => $e->getTraceAsString()]);
|
|
// return [];
|
|
// }
|
|
// }
|
|
|
|
// ---------------RENEWAL REPORT-----------------------------------------------------------------------------------
|
|
|
|
|
|
public function renewalReport()
|
|
{
|
|
if ($this->request->is('get')) {
|
|
|
|
$default_start = new \DateTime();
|
|
$data['default_end'] = $default_start->format('d-m-Y');
|
|
$data['default_start'] = $default_start->modify('-60 days')->format('d-m-Y');
|
|
$data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
|
|
$data['client_list'] = $this->clientModel->where('is_active', 1)->findAll();
|
|
$data['tab_name'] = "Renewal Reports";
|
|
$data['page_name'] = "Renewal Report";
|
|
return $this->loadLayout('renewal_search', $data);
|
|
} else {
|
|
|
|
$request_post_data = $this->request->getPost();
|
|
$sanitized_post_data = sanitizeInputArrayAdvanced($request_post_data);
|
|
$fromDate = $sanitized_post_data['fromDate'] ?? null;
|
|
$toDate = $sanitized_post_data['toDate'] ?? null;
|
|
$client_id = $sanitized_post_data['client_id'] ?? null;
|
|
$client_type = $sanitized_post_data['client_type'] ?? null;
|
|
$issuer_branch = $sanitized_post_data['issuer_branch'] ?? null;
|
|
|
|
$data['issuer_branch'] = $this->nhanceBranchModel->where('is_active', 1)->findAll();
|
|
$data['client_type'] = [1 => 'Group', 2 => 'Individual'];
|
|
$data['renewal_data'] = $this->policyTransactionModel->getRenewalReportData($fromDate, $toDate, $client_type, $client_id, $issuer_branch);
|
|
// print_r($data); die;
|
|
$view_name = "bds_renewal_report_list";
|
|
$html = view('bds_renewal_report_list', $data);
|
|
return $this->respond(['status' => true, 'html' => $html , 'view_name' => $view_name], 200);
|
|
}
|
|
}
|
|
|
|
/** New arugument Introduced Named as "$isInternalCalled"
|
|
* Functional Based called means $isInternalCalled is True.
|
|
* Output returning as Array
|
|
* Route Based called means $isInternalCalled is False. becoz this is External Call
|
|
* Output returning as Page
|
|
*/
|
|
public function bdsTATReport($isInternalCalled = false)
|
|
{
|
|
$sql = "
|
|
SELECT
|
|
tc.TAT_Category,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'under_process' THEN 1 ELSE 0 END), 0) AS `Under Process`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'client_pending' THEN 1 ELSE 0 END), 0) AS `Client Pending`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'insurer_pending' THEN 1 ELSE 0 END), 0) AS `Insurer Pending`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'instalment_pending' THEN 1 ELSE 0 END), 0) AS `Instalment Pending`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'co_insurer_pending' THEN 1 ELSE 0 END), 0) AS `Co-Insurer Pending`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'tpa_pending' THEN 1 ELSE 0 END), 0) AS `TPA Pending`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'validated' THEN 1 ELSE 0 END), 0) AS `Validated`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'cancelled' THEN 1 ELSE 0 END), 0) AS `Cancelled`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'completed' THEN 1 ELSE 0 END), 0) AS `Completed`,
|
|
COALESCE(SUM(CASE WHEN subquery.status = 'lost' THEN 1 ELSE 0 END), 0) AS `Lost` FROM
|
|
(
|
|
SELECT 'Above 12 Days' AS TAT_Category
|
|
UNION ALL
|
|
SELECT '9-12 Days'
|
|
UNION ALL
|
|
SELECT '5-8 Days'
|
|
UNION ALL
|
|
SELECT '0-4 Days'
|
|
) AS tc
|
|
LEFT JOIN (
|
|
SELECT
|
|
pt.id AS policy_id,
|
|
ls.status,
|
|
CASE
|
|
WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 0 AND 4 THEN '0-4 Days'
|
|
WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 5 AND 8 THEN '5-8 Days'
|
|
WHEN DATEDIFF(CURRENT_DATE, pt.created_at) BETWEEN 9 AND 12 THEN '9-12 Days'
|
|
ELSE 'Above 12 Days'
|
|
END AS TAT_Category
|
|
FROM
|
|
policy_transaction pt
|
|
LEFT JOIN (
|
|
SELECT
|
|
pts1.*
|
|
FROM
|
|
policy_transaction_status pts1
|
|
INNER JOIN (
|
|
SELECT
|
|
policy_tran_id,
|
|
MAX(created_at) AS max_created_at
|
|
FROM
|
|
policy_transaction_status
|
|
WHERE is_active = 1
|
|
GROUP BY policy_tran_id
|
|
) pts2
|
|
ON pts1.policy_tran_id = pts2.policy_tran_id
|
|
AND pts1.created_at = pts2.max_created_at
|
|
WHERE pts1.is_active = 1
|
|
) ls
|
|
ON pt.id = ls.policy_tran_id
|
|
WHERE pt.is_active = 1
|
|
) AS subquery
|
|
ON tc.TAT_Category = subquery.TAT_Category
|
|
GROUP BY
|
|
tc.TAT_Category
|
|
ORDER BY
|
|
FIELD(tc.TAT_Category, '0-4 Days', '5-8 Days' , '9-12 Days' , 'Above 12 Days' )
|
|
";
|
|
|
|
// Run the query
|
|
$db = \Config\Database::connect();
|
|
$query = $db->query($sql);
|
|
|
|
// Get the result
|
|
$result = $query->getResultArray();
|
|
// dd(db_connect()->getLastQuery(),$result);
|
|
$data['data'] = $result;
|
|
// dd($data, get_role_id(), ENROLLMENT_TEAM_ID, user_team());
|
|
if ($isInternalCalled) { return $result; }
|
|
$data['tab_name'] = "BDS TAT Band Wise Report";
|
|
$data['page_name'] = "BDS TAT Band Wise Report";
|
|
return $this->loadLayout('bds_tat_wise_report', $data);
|
|
}
|
|
|
|
public function accountMangerStatusBDSReport()
|
|
{
|
|
$data['tab_name'] = "Account Manager BDS Report";
|
|
$data['page_name'] = "Account Manager BDS Report";
|
|
|
|
$sql = "
|
|
SELECT
|
|
COALESCE(ACM_Name, 'Total') AS ACM_Name,
|
|
COALESCE(SUM(CASE WHEN status = 'instalment_pending' THEN 1 ELSE 0 END), 0) AS `Instalment Pending`,
|
|
COALESCE(SUM(CASE WHEN status = 'under_process' THEN 1 ELSE 0 END), 0) AS `Under Process`,
|
|
COALESCE(SUM(CASE WHEN status = 'client_pending' THEN 1 ELSE 0 END), 0) AS `Client Pending`,
|
|
COALESCE(SUM(CASE WHEN status = 'co_insurer_pending' THEN 1 ELSE 0 END), 0) AS `Co Insurer Pending`,
|
|
COALESCE(SUM(CASE WHEN status = 'tpa_pending' THEN 1 ELSE 0 END), 0) AS `TPA Pending`,
|
|
COALESCE(SUM(CASE WHEN status = 'validated' THEN 1 ELSE 0 END), 0) AS `Validated`,
|
|
COALESCE(SUM(CASE WHEN status = 'cancelled' THEN 1 ELSE 0 END), 0) AS `Cancelled`,
|
|
COALESCE(SUM(CASE WHEN status = 'completed' THEN 1 ELSE 0 END), 0) AS `Completed`,
|
|
COALESCE(SUM(CASE WHEN status = 'lost' THEN 1 ELSE 0 END), 0) AS `Lost`,
|
|
COALESCE(SUM(CASE WHEN status = 'insurer_pending' THEN 1 ELSE 0 END), 0) AS `Insurer Pending`
|
|
|
|
FROM (
|
|
SELECT
|
|
up.first_name AS ACM_Name,
|
|
ls.status
|
|
FROM policy_transaction pt
|
|
JOIN clients c ON pt.client_id = c.id AND c.is_active = 1
|
|
JOIN client_rm crm ON crm.client_id = c.id AND crm.is_active = 1 AND crm.level = 3
|
|
JOIN user_profiles up ON up.id = crm.user_id AND up.is_active = 1
|
|
LEFT JOIN (
|
|
SELECT
|
|
pts1.policy_tran_id,
|
|
pts1.status,
|
|
pts1.created_at
|
|
FROM policy_transaction_status pts1
|
|
INNER JOIN (
|
|
SELECT
|
|
policy_tran_id,
|
|
MAX(created_at) AS max_created_at
|
|
FROM policy_transaction_status
|
|
WHERE is_active = 1
|
|
GROUP BY policy_tran_id
|
|
) pts2
|
|
ON pts1.policy_tran_id = pts2.policy_tran_id
|
|
AND pts1.created_at = pts2.max_created_at
|
|
WHERE pts1.is_active = 1
|
|
) ls ON pt.id = ls.policy_tran_id
|
|
WHERE pt.is_active = 1
|
|
AND DATEDIFF(CURDATE(), ls.created_at) >= 4
|
|
) AS sub
|
|
GROUP BY ACM_Name;
|
|
";
|
|
|
|
$db = \Config\Database::connect();
|
|
$query = $db->query($sql);
|
|
|
|
// Get the result
|
|
$result = $query->getResultArray();
|
|
|
|
return $result;
|
|
}
|
|
|
|
public function accountManagerTatBDSReport(){
|
|
|
|
$sql = "
|
|
SELECT
|
|
COALESCE(ACM_Name, 'Total') AS ACM_Name,
|
|
COALESCE(SUM(CASE WHEN tat_bucket = '0-4 Days' THEN 1 ELSE 0 END), 0) AS `0-4 Days`,
|
|
COALESCE(SUM(CASE WHEN tat_bucket = '5-8 Days' THEN 1 ELSE 0 END), 0) AS `5-8 Days`,
|
|
COALESCE(SUM(CASE WHEN tat_bucket = '9-12 Days' THEN 1 ELSE 0 END), 0) AS `9-12 Days`,
|
|
COALESCE(SUM(CASE WHEN tat_bucket = 'Above 12 Days' THEN 1 ELSE 0 END), 0) AS `Above 12 Days`
|
|
FROM (
|
|
SELECT
|
|
up.first_name AS ACM_Name,
|
|
CASE
|
|
WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 0 AND 4 THEN '0-4 Days'
|
|
WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 5 AND 8 THEN '5-8 Days'
|
|
WHEN DATEDIFF(CURDATE(), ls.created_at) BETWEEN 9 AND 12 THEN '9-12 Days'
|
|
WHEN DATEDIFF(CURDATE(), ls.created_at) > 12 THEN 'Above 12 Days'
|
|
ELSE 'Unknown'
|
|
END AS tat_bucket
|
|
FROM policy_transaction pt
|
|
JOIN clients c ON pt.client_id = c.id AND c.is_active = 1
|
|
JOIN client_rm crm ON crm.client_id = c.id AND crm.is_active = 1 AND crm.level = 3
|
|
JOIN user_profiles up ON up.id = crm.user_id AND up.is_active = 1
|
|
LEFT JOIN (
|
|
SELECT
|
|
pts1.policy_tran_id,
|
|
pts1.status,
|
|
pts1.created_at
|
|
FROM policy_transaction_status pts1
|
|
INNER JOIN (
|
|
SELECT
|
|
policy_tran_id,
|
|
MAX(created_at) AS max_created_at
|
|
FROM policy_transaction_status
|
|
WHERE is_active = 1
|
|
GROUP BY policy_tran_id
|
|
) pts2
|
|
ON pts1.policy_tran_id = pts2.policy_tran_id
|
|
AND pts1.created_at = pts2.max_created_at
|
|
WHERE pts1.is_active = 1
|
|
) ls ON pt.id = ls.policy_tran_id
|
|
WHERE pt.is_active = 1
|
|
AND ls.created_at IS NOT NULL
|
|
) AS sub
|
|
GROUP BY ACM_Name;
|
|
|
|
";
|
|
|
|
$db = \Config\Database::connect();
|
|
$query = $db->query($sql);
|
|
|
|
// Get the result
|
|
$result = $query->getResultArray();
|
|
|
|
return $result;
|
|
|
|
}
|
|
|
|
public function getMultiReport($report_type){
|
|
|
|
$data['tab_name'] = "BDS Reports";
|
|
|
|
if ($report_type == 1){
|
|
|
|
$data['page_name'] = "BDS TAT Report";
|
|
$data['page_title'] = "";
|
|
$data['data'] = $this->bdsTATReport(true); // Functional Based called means True
|
|
}else if ($report_type == 2){
|
|
|
|
$data['page_name'] = "Account Manager Status Report";
|
|
$data['page_title'] = "";
|
|
$data['data'] = $this->accountMangerStatusBDSReport();
|
|
|
|
}else{
|
|
|
|
$data['page_name'] = "Account Manager TAT Report";
|
|
$data['page_title'] = "";
|
|
$data['data'] = $this->accountManagerTatBDSReport();
|
|
|
|
}
|
|
|
|
return $this->loadLayout('bds_multi_report', $data);
|
|
|
|
}
|
|
}
|
|
|