2301 lines
104 KiB
PHP
2301 lines
104 KiB
PHP
<?php
|
|
|
|
namespace App\Models;
|
|
|
|
use CodeIgniter\Model;
|
|
|
|
class PolicyTransactionModel extends Model
|
|
{
|
|
protected $table = 'policy_transaction';
|
|
protected $primaryKey = 'id';
|
|
protected $useAutoIncrement = true;
|
|
protected $returnType = 'array';
|
|
protected $useSoftDeletes = false;
|
|
protected $protectFields = true;
|
|
protected $allowedFields = [
|
|
'id',
|
|
'issuer',
|
|
'issuer_branch',
|
|
'client_id',
|
|
'client_branch_id',
|
|
'insurer_id',
|
|
'insurer_branch_id',
|
|
'tpa_id',
|
|
'tpa_branch_id',
|
|
'client_policy_id',
|
|
'vehicle_id',
|
|
'issue_type',
|
|
'source_client_policy_id',
|
|
'policy_no',
|
|
'cd_ac_no',
|
|
'policy_issue_date',
|
|
'policy_start_date',
|
|
'policy_end_date',
|
|
'action_type',
|
|
'endorsement_no',
|
|
'data_received_date',
|
|
'closure_date',
|
|
'emp_count',
|
|
'dependent_count',
|
|
'status',
|
|
'created_by',
|
|
'updated_by',
|
|
'created_at',
|
|
'updated_at',
|
|
'is_active',
|
|
'invoice_status',
|
|
'invoice_no',
|
|
'revenue_type',
|
|
'tsi',
|
|
'co_share',
|
|
'pre_payable_by',
|
|
'bro_payable_by',
|
|
'ct_status',
|
|
'co_broking_status',
|
|
'installment',
|
|
'installment_data',
|
|
'location',
|
|
'links',
|
|
'stage',
|
|
'etat',
|
|
'etat_band',
|
|
'edate',
|
|
'renewal_date',
|
|
'rollover_date',
|
|
'policy_holder_name',
|
|
'same_as_proposer',
|
|
'ref',
|
|
'spl',
|
|
'fund_received',
|
|
'listed_insurers',
|
|
'ppteam',
|
|
'policy_type_id',
|
|
'endorse_eff_date',
|
|
'sales_generated_by',
|
|
'serviced_by',
|
|
'ct_type',
|
|
'ct_tran_id',
|
|
'remarks',
|
|
'month',
|
|
'cd_ac_pk',
|
|
'install_due_date',
|
|
'policy_with_corr',
|
|
'is_cd_reduce_from_bds',
|
|
];
|
|
|
|
|
|
|
|
// Callbacks
|
|
protected $allowCallbacks = true;
|
|
protected $beforeInsert = ["checkAndADDCreatedByValue"];
|
|
protected $afterInsert = [];
|
|
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
|
|
protected $afterUpdate = [];
|
|
protected $beforeFind = [];
|
|
protected $afterFind = [];
|
|
protected $beforeDelete = [];
|
|
protected $afterDelete = [];
|
|
|
|
protected function checkAndADDCreatedByValue(array $data)
|
|
{
|
|
// Check if 'updated_by' value is null or empty
|
|
if (empty($data['data']['created_by'])) {
|
|
// Set 'updated_by' value to the current session user ID
|
|
$data['data']['created_by'] = get_session_userid();
|
|
}
|
|
|
|
return $data;
|
|
}
|
|
|
|
protected function checkAndUpdateUpdatedByValue(array $data)
|
|
{
|
|
// Check if 'updated_by' value is null or empty
|
|
if (empty($data['data']['updated_by'])) {
|
|
// Set 'updated_by' value to the current session user ID
|
|
$data['data']['updated_by'] = get_session_userid();
|
|
}
|
|
|
|
return $data;
|
|
}
|
|
|
|
// BDS Report OLD Functin for QUERY
|
|
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
|
|
public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
|
|
{
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.*,
|
|
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
|
DATE_FORMAT(
|
|
IF(policy_transaction.month IS NULL,
|
|
policy_transaction.policy_issue_date,
|
|
policy_transaction.month),
|
|
'%b %Y') AS policy_issue_month,
|
|
CASE
|
|
WHEN clients.client_type = 1 THEN 'Group'
|
|
WHEN clients.client_type = 2 THEN 'Retail'
|
|
ELSE '-'
|
|
END AS client_type,
|
|
CASE
|
|
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
|
ELSE 'Renewal'
|
|
END AS revenue_type,
|
|
CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
|
ELSE 'Endorsement'
|
|
END AS action_type,
|
|
clients.client_name AS client_name,
|
|
clients.short_name AS client_short_name,
|
|
client_branch.branch_name AS client_branch_name,
|
|
client_branch.address1 AS client_address,
|
|
policy_type.policy_type,
|
|
policy_type.bap,
|
|
insurers.name AS insurer_name,
|
|
insurers.short_name AS insurer_short_name,
|
|
insurer_branch.branch_name AS insurer_branch_name,
|
|
insurer_branch.branch_code AS insurer_branch_code,
|
|
user_profiles.first_name as user_name,
|
|
vehicle.vehicle_no,
|
|
tpa.name as tpa_name,
|
|
pt_co_share_details.remark as remarks,
|
|
pt_co_share_details.reward,
|
|
pt_co_share_details.bp_amt,
|
|
sales_user.first_name as salse_person_name,
|
|
service_user.first_name as service_person_name,
|
|
|
|
ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
|
|
|
|
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
|
|
|
|
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
|
|
|
|
ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
|
|
|
|
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
|
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
|
|
|
pt_co_share_details.agreed_bp_per,
|
|
|
|
ROUND(
|
|
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
|
|
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
|
|
2) AS total_irda,
|
|
|
|
ROUND(
|
|
(ROUND(
|
|
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
|
|
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
|
|
2) * 18 / 100),
|
|
2) AS gst_on_revenue,
|
|
|
|
ROUND(
|
|
(ROUND(
|
|
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
|
|
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
|
|
2) +
|
|
ROUND(
|
|
(ROUND(
|
|
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
|
|
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
|
|
2) * 18 / 100),
|
|
2)),
|
|
2) AS total_amt_received,
|
|
insurer_statements.invoice_date,
|
|
insurer_statements.invoice_no,
|
|
insurer_statements.invoice_amount,
|
|
|
|
(
|
|
SELECT
|
|
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
|
|
FROM
|
|
inv_payment_details
|
|
WHERE
|
|
inv_payment_details.statement_id = insurer_statements.id
|
|
AND inv_payment_details.is_active = 1
|
|
|
|
) AS realization_amount,
|
|
|
|
ROUND(
|
|
insurer_statements.invoice_amount -
|
|
(
|
|
SELECT
|
|
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
|
|
FROM
|
|
inv_payment_details
|
|
WHERE
|
|
inv_payment_details.statement_id = insurer_statements.id
|
|
AND inv_payment_details.is_active = 1
|
|
),
|
|
2) AS outstanding_amount,
|
|
|
|
(
|
|
SELECT
|
|
GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
|
|
FROM
|
|
inv_payment_details
|
|
WHERE
|
|
inv_payment_details.statement_id = insurer_statements.id
|
|
AND inv_payment_details.is_active = 1
|
|
) AS utr_numbers,
|
|
|
|
(
|
|
SELECT
|
|
GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
|
|
FROM
|
|
inv_payment_details
|
|
WHERE
|
|
inv_payment_details.statement_id = insurer_statements.id
|
|
AND inv_payment_details.is_active = 1
|
|
) AS payment_dates
|
|
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id')
|
|
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
|
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
|
|
->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
|
|
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
|
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
|
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
|
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
|
->where('policy_transaction.is_active', 1);
|
|
|
|
// Check if the start date and end date are provided
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
} else {
|
|
|
|
// $fromDate = date('Y-m-d', strtotime('-30 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// $builder->where('policy_transaction.created_at >=', $fromDate)
|
|
// ->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
|
|
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
// BDS Report NEW Functin for QUERY
|
|
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
|
|
|
|
// public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
|
|
// {
|
|
|
|
// $date_condition = '';
|
|
// if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
|
// $date_condition = "
|
|
// AND insurer_statements.month >= '".$start_date ."'
|
|
// AND insurer_statements.month <= '".$end_date ."'
|
|
// ";
|
|
// }
|
|
|
|
// $builder = $this->db->table('policy_transaction')
|
|
// ->select("
|
|
// policy_transaction.*,
|
|
// DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
|
// DATE_FORMAT(
|
|
// IF(policy_transaction.month IS NULL,
|
|
// policy_transaction.policy_issue_date,
|
|
// policy_transaction.month),
|
|
// '%b %Y') AS policy_issue_month,
|
|
// CASE
|
|
// WHEN clients.client_type = 1 THEN 'Group'
|
|
// WHEN clients.client_type = 2 THEN 'Retail'
|
|
// ELSE '-'
|
|
// END AS client_type,
|
|
// CASE
|
|
// WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
|
// ELSE 'Renewal'
|
|
// END AS revenue_type,
|
|
// CASE
|
|
// WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
|
// ELSE 'Endorsement'
|
|
// END AS action_type,
|
|
// clients.client_name AS client_name,
|
|
// clients.short_name AS client_short_name,
|
|
// client_branch.branch_name AS client_branch_name,
|
|
// client_branch.address1 AS client_address,
|
|
// policy_type.policy_type,
|
|
// policy_type.bap,
|
|
// insurers.name AS insurer_name,
|
|
// insurers.short_name AS insurer_short_name,
|
|
// insurer_branch.branch_name AS insurer_branch_name,
|
|
// insurer_branch.branch_code AS insurer_branch_code,
|
|
// user_profiles.first_name as user_name,
|
|
// vehicle.vehicle_no,
|
|
// tpa.name as tpa_name,
|
|
// pt_co_share_details.remark as remarks,
|
|
// pt_co_share_details.bp_amt,
|
|
// pt_co_share_details.exp_amt,
|
|
// pt_co_share_details.id as pt_id,
|
|
// sales_user.first_name as salse_person_name,
|
|
// service_user.first_name as service_person_name,
|
|
|
|
// ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
|
|
|
|
// ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
|
|
|
|
// ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
|
|
|
|
// ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
|
|
|
|
// DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
|
|
|
// (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
|
|
|
// pt_co_share_details.agreed_bp_per,
|
|
// ROUND(
|
|
// (
|
|
// SELECT
|
|
// (
|
|
// SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
|
|
// SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
|
|
// SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
|
|
// SUM(co_share_stmt_details.reward)
|
|
|
|
// ) AS total_irda_amt
|
|
// FROM
|
|
// co_share_stmt_details
|
|
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
// WHERE
|
|
// co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
// AND co_share_stmt_details.is_active = 1
|
|
// AND insurer_statements.is_active = 1
|
|
// $date_condition
|
|
// ),
|
|
// 2
|
|
// ) AS total_irda_amt,
|
|
// ROUND(
|
|
// (
|
|
// SELECT
|
|
// (
|
|
// SUM(co_share_stmt_details.reward)
|
|
|
|
// ) AS reward
|
|
// FROM
|
|
// co_share_stmt_details
|
|
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
// WHERE
|
|
// co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
// AND co_share_stmt_details.is_active = 1
|
|
// AND insurer_statements.is_active = 1
|
|
// $date_condition
|
|
// ),
|
|
// 2
|
|
// ) AS reward,
|
|
|
|
// ROUND(
|
|
// (
|
|
// SELECT
|
|
// SUM(
|
|
// COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
|
// COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
|
// COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
|
// COALESCE(co_share_stmt_details.reward, 0)
|
|
// ) AS total_irda_amt
|
|
// FROM
|
|
// co_share_stmt_details
|
|
// JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
|
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
// WHERE
|
|
// co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
// AND co_share_stmt_details.is_active = 1
|
|
// AND pt_table.is_active = 1
|
|
// AND insurer_statements.is_active = 1
|
|
// AND insurer_statements.invoice_status IS NOT NULL
|
|
// $date_condition
|
|
|
|
// ),
|
|
// 2
|
|
// ) AS billed_amt,
|
|
|
|
// ROUND(
|
|
// (
|
|
// (
|
|
// SELECT
|
|
// SUM(
|
|
// COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
|
|
// + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
|
|
// + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
|
|
// + COALESCE(co_share_stmt_details.reward, 0)
|
|
// )
|
|
// FROM
|
|
// co_share_stmt_details
|
|
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
// WHERE
|
|
// co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
// AND co_share_stmt_details.is_active = 1
|
|
// $date_condition
|
|
// )
|
|
// -
|
|
// (
|
|
// SELECT
|
|
// SUM(
|
|
// COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
|
|
// + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
|
|
// + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
|
|
// + COALESCE(co_share_stmt_details.reward, 0)
|
|
// )
|
|
// FROM
|
|
// co_share_stmt_details
|
|
// JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
|
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
// WHERE
|
|
// co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
// AND co_share_stmt_details.is_active = 1
|
|
// AND pt_table.is_active = 1
|
|
// AND insurer_statements.is_active = 1
|
|
// AND insurer_statements.invoice_status IS NULL
|
|
// $date_condition
|
|
// )
|
|
// ),
|
|
// 2
|
|
// ) AS unbilled_amt
|
|
|
|
// ")
|
|
// ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
// // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
|
// ->join('clients', 'clients.id = policy_transaction.client_id')
|
|
// ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
// ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
// ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
|
// ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
|
// ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
// ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
// ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
|
// ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
|
// ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
|
// ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
|
// ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
|
// ->where('policy_transaction.is_active', 1)
|
|
// ->where('pt_co_share_details.is_active', 1);
|
|
|
|
// // Check if the start date and end date are provided
|
|
// if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
|
|
|
|
// $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
// $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
// $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
|
|
// ->where('policy_transaction.'.$date_type.'<=', $endDate);
|
|
|
|
// }
|
|
|
|
// // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
|
|
|
|
// // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
// // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
// // $builder->where('policy_transaction.month >=', $startDate)
|
|
// // ->where('policy_transaction.month <=', $endDate);
|
|
// // }
|
|
|
|
// // Conditionally join insurer_statements if $date_type == 'statement_month'
|
|
// if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
|
// $startDate = date('Y-m-d', strtotime($start_date));
|
|
// $endDate = date('Y-m-d', strtotime($end_date));
|
|
|
|
// $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
|
|
// ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
|
|
// ->where('insurer_statements.is_active', 1)
|
|
// ->where('insurer_statements.month >=', $startDate)
|
|
// ->where('insurer_statements.month <=', $endDate)
|
|
// ->groupBy('co_share_stmt_details.co_share_id');
|
|
// }
|
|
|
|
// if ($client_id != 0) {
|
|
// $builder->where('policy_transaction.client_id', $client_id);
|
|
// }
|
|
|
|
// if ($insurer_id != 0) {
|
|
// $builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
// }
|
|
|
|
// if ($client_branch_id != 0) {
|
|
// $builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
|
// }
|
|
|
|
// if ($insurer_branch_id != 0) {
|
|
// $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
|
// }
|
|
|
|
// if ($client_policy_id != 0) {
|
|
// $builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
|
// }
|
|
|
|
|
|
|
|
// if ($policy_type_id != 0) {
|
|
// $builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
// }
|
|
|
|
// if ($issuer != 0) {
|
|
// $builder->where('policy_transaction.issuer', $issuer);
|
|
// }
|
|
|
|
// if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
|
|
|
|
// $fromDate = date('Y-m-d', strtotime('-30 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// $builder->where('policy_transaction.created_at >=', $fromDate)
|
|
// ->where('policy_transaction.created_at <=', $toDate);
|
|
|
|
// }
|
|
|
|
// $builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
// $result = $builder->get()->getResultArray();
|
|
|
|
// // dd($this->db->getLastQuery());
|
|
|
|
// return $result;
|
|
// }
|
|
|
|
public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
|
|
{
|
|
|
|
$date_condition = '';
|
|
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
|
$date_condition = "
|
|
AND insurer_statements.month >= '" . $start_date . "'
|
|
AND insurer_statements.month <= '" . $end_date . "'
|
|
";
|
|
}
|
|
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.*,
|
|
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
|
DATE_FORMAT(
|
|
IF(policy_transaction.month IS NULL,
|
|
policy_transaction.policy_issue_date,
|
|
policy_transaction.month),
|
|
'%b %Y') AS policy_issue_month,
|
|
CASE
|
|
WHEN clients.client_type = 1 THEN 'Group'
|
|
WHEN clients.client_type = 2 THEN 'Retail'
|
|
ELSE '-'
|
|
END AS client_type,
|
|
CASE
|
|
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
|
ELSE 'Renewal'
|
|
END AS revenue_type,
|
|
CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
|
ELSE 'Endorsement'
|
|
END AS action_type,
|
|
clients.client_name AS client_name,
|
|
clients.short_name AS client_short_name,
|
|
client_branch.branch_name AS client_branch_name,
|
|
client_branch.address1 AS client_address,
|
|
policy_type.policy_type,
|
|
policy_type.bap,
|
|
insurers.name AS insurer_name,
|
|
insurers.short_name AS insurer_short_name,
|
|
insurer_branch.branch_name AS insurer_branch_name,
|
|
insurer_branch.branch_code AS insurer_branch_code,
|
|
user_profiles.first_name as user_name,
|
|
vehicle.vehicle_no,
|
|
tpa.name as tpa_name,
|
|
pt_co_share_details.remark as remarks,
|
|
pt_co_share_details.cop_amt as bp_amt,
|
|
pt_co_share_details.exp_amt,
|
|
pt_co_share_details.id as pt_id,
|
|
sales_user.first_name as salse_person_name,
|
|
service_user.first_name as service_person_name,
|
|
|
|
ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS premium_wo_gst,
|
|
|
|
ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2) AS gst_amount,
|
|
|
|
ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) + ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
|
|
|
|
ROUND((pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS tp_or_ter,
|
|
|
|
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
|
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
|
|
|
pt_co_share_details.agreed_bp_per,
|
|
ROUND(
|
|
(
|
|
SELECT
|
|
(
|
|
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
|
|
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
|
|
SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
|
|
SUM(co_share_stmt_details.reward)
|
|
|
|
) AS total_irda_amt
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
AND insurer_statements.is_active = 1
|
|
$date_condition
|
|
),
|
|
2
|
|
) AS total_irda_amt,
|
|
ROUND(
|
|
(
|
|
SELECT
|
|
(
|
|
SUM(co_share_stmt_details.reward)
|
|
|
|
) AS reward
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
AND insurer_statements.is_active = 1
|
|
$date_condition
|
|
),
|
|
2
|
|
) AS reward,
|
|
|
|
ROUND(
|
|
(
|
|
SELECT
|
|
SUM(
|
|
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
|
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
|
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
|
COALESCE(co_share_stmt_details.reward, 0)
|
|
) AS total_irda_amt
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
AND pt_table.is_active = 1
|
|
AND insurer_statements.is_active = 1
|
|
AND insurer_statements.invoice_status IS NOT NULL
|
|
$date_condition
|
|
|
|
),
|
|
2
|
|
) AS billed_amt,
|
|
|
|
ROUND(
|
|
(
|
|
(
|
|
SELECT
|
|
SUM(
|
|
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
|
|
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
|
|
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
|
|
+ COALESCE(co_share_stmt_details.reward, 0)
|
|
)
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
$date_condition
|
|
)
|
|
-
|
|
(
|
|
SELECT
|
|
SUM(
|
|
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
|
|
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
|
|
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
|
|
+ COALESCE(co_share_stmt_details.reward, 0)
|
|
)
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
AND pt_table.is_active = 1
|
|
AND insurer_statements.is_active = 1
|
|
AND insurer_statements.invoice_status IS NULL
|
|
$date_condition
|
|
)
|
|
),
|
|
2
|
|
) AS unbilled_amt,
|
|
created_user.first_name as user_name,
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
// ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id')
|
|
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
|
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
|
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
|
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
|
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
|
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
|
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
|
|
->where('policy_transaction.is_active', 1)
|
|
->where('pt_co_share_details.is_active', 1);
|
|
|
|
if (
|
|
(!in_array(get_role_id(), [1, 5])) &&
|
|
!(
|
|
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
|
|
in_array(FINANCE_TEAM_ID, user_team()) ||
|
|
in_array(BUSINESS_TEAM_ID, user_team())
|
|
)
|
|
) {
|
|
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
|
|
$builder->where('policy_transaction.created_by', get_session_userid());
|
|
}
|
|
}
|
|
if (!empty($where)) {
|
|
log_message('info', 'Where condition: ' . json_encode($where));
|
|
$builder->where($where);
|
|
}
|
|
// Check if the start date and end date are provided
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
|
|
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
}
|
|
|
|
// if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
|
|
|
|
// $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
// $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
// $builder->where('policy_transaction.month >=', $startDate)
|
|
// ->where('policy_transaction.month <=', $endDate);
|
|
// }
|
|
|
|
// Conditionally join insurer_statements if $date_type == 'statement_month'
|
|
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
|
$startDate = date('Y-m-d', strtotime($start_date));
|
|
$endDate = date('Y-m-d', strtotime($end_date));
|
|
|
|
$builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
|
|
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
|
|
->where('insurer_statements.is_active', 1)
|
|
->where('insurer_statements.month >=', $startDate)
|
|
->where('insurer_statements.month <=', $endDate)
|
|
->groupBy('co_share_stmt_details.co_share_id');
|
|
}
|
|
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($client_branch_id != 0) {
|
|
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
|
}
|
|
|
|
if ($insurer_branch_id != 0) {
|
|
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
|
}
|
|
|
|
if ($client_policy_id != 0) {
|
|
$builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
|
}
|
|
|
|
if ($user_id != 0) {
|
|
$builder->where('policy_transaction.created_by', $user_id);
|
|
}
|
|
|
|
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
|
|
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
if (empty($where)) {
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
}
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
$result = $builder->get()->getResultArray();
|
|
|
|
// dd($this->db->getLastQuery());
|
|
|
|
return $result;
|
|
}
|
|
|
|
// public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
|
// {
|
|
// // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
|
|
// $builder = $this->db->table('policy_transaction')
|
|
// ->select('
|
|
// policy_transaction.*,
|
|
// clients.short_name AS client_short_name,
|
|
// clients.client_code,
|
|
// clients.client_type,
|
|
// clients.client_name,
|
|
// client_branch.branch_name AS client_branch_name,
|
|
// insurers.name AS insurer_name,
|
|
// insurers.short_name AS insurer_short_name,
|
|
// policy_type.policy_type,
|
|
// pt_co_share_details.agreed_amt AS amount,
|
|
// pt_co_share_details.bp_amt AS bp,
|
|
// pt_co_share_details.tp_amt AS tp
|
|
// ')
|
|
// ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
// ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
|
// ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
// ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
// ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
// ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
// ->where('policy_transaction.is_active', 1)
|
|
// ->where('policy_transaction.action_type', 'inception');
|
|
|
|
// if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
|
|
// $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
// $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
// $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
|
|
// ->where('policy_transaction.'.$date_type.'<=', $endDate);
|
|
// }else{
|
|
|
|
// // $fromDate = date('Y-m-d', strtotime('-30 days'));
|
|
// // $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// // $builder->where('policy_transaction.created_at >=', $fromDate)
|
|
// // ->where('policy_transaction.created_at <=', $toDate);
|
|
// }
|
|
|
|
// if ($client_id != 0) {
|
|
// $builder->where('policy_transaction.client_id', $client_id);
|
|
// }
|
|
|
|
// if ($insurer_id != 0) {
|
|
// $builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
// }
|
|
|
|
// if ($policy_type_id != 0) {
|
|
// $builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
// }
|
|
|
|
// if ($issuer != 0) {
|
|
// $builder->where('policy_transaction.issuer', $issuer);
|
|
// }
|
|
// if ($status != 0) {
|
|
// $builder->where('policy_transaction.status', $status);
|
|
// }
|
|
|
|
// if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
|
|
|
|
// $fromDate = date('Y-m-d', strtotime('-30 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// $builder->where('policy_transaction.created_at >=', $fromDate)
|
|
// ->where('policy_transaction.created_at <=', $toDate);
|
|
|
|
// }
|
|
|
|
// $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
|
|
|
|
// $result = $builder->get()->getResultArray();
|
|
|
|
// // dd($this->db->getLastQuery());
|
|
|
|
// return $result;
|
|
// }
|
|
|
|
public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0, $where = null)
|
|
{
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.*,
|
|
clients.short_name AS client_short_name,
|
|
clients.client_code,
|
|
clients.client_type,
|
|
clients.client_name,
|
|
client_branch.branch_name AS client_branch_name,
|
|
insurers.name AS insurer_name,
|
|
insurers.short_name AS insurer_short_name,
|
|
policy_type.policy_type,
|
|
pt_co_share_details.agreed_amt AS amount,
|
|
pt_co_share_details.bp_amt AS bp,
|
|
pt_co_share_details.tp_amt AS tp,
|
|
clients.pan,
|
|
DATE_FORMAT(policy_transaction.created_at, '%d %b %Y %h:%i %p') AS created_at,
|
|
user_profiles.first_name as user_name,
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
|
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
|
->where('policy_transaction.is_active', 1)
|
|
->where('policy_transaction.action_type', 'inception');
|
|
|
|
if (
|
|
(!in_array(get_role_id(), [1, 5])) &&
|
|
!(
|
|
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
|
|
in_array(FINANCE_TEAM_ID, user_team()) ||
|
|
in_array(BUSINESS_TEAM_ID, user_team())
|
|
)
|
|
) {
|
|
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
|
|
$builder->where('policy_transaction.created_by', get_session_userid());
|
|
}
|
|
}
|
|
|
|
// Optimize Date Filtering
|
|
if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
|
|
$builder->where("policy_transaction.$date_type >=", date('Y-m-d 00:00:00', strtotime($start_date)))
|
|
->where("policy_transaction.$date_type <=", date('Y-m-d 23:59:59', strtotime($end_date)));
|
|
}
|
|
|
|
// Apply Filters Only When Necessary
|
|
if (!empty($client_id)) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
if (!empty($insurer_id)) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
if (!empty($policy_type_id)) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
if (!empty($issuer)) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
if (!empty($status)) {
|
|
$builder->where('policy_transaction.status', $status);
|
|
}
|
|
|
|
// Default to Last 30 Days if No Filters Are Applied
|
|
if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
if (!empty($where)) {
|
|
$builder->whereIn('policy_transaction.id', $where);
|
|
}
|
|
|
|
// Optimize Query Execution
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
$data = $builder->get()->getResultArray();
|
|
return $data;
|
|
}
|
|
|
|
|
|
public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
|
{
|
|
// dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.*,
|
|
clients.short_name as client_short_name,
|
|
clients.client_code,
|
|
client_branch.branch_name as client_branch_name,
|
|
insurers.name AS insurer_name,
|
|
insurers.short_name AS insurer_short_name,
|
|
policy_type.policy_type ,
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('clients', 'policy_transaction.client_id = clients.id', 'left')
|
|
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->where('policy_transaction.is_active', 1)
|
|
->where('policy_transaction.action_type !=', 'inception');
|
|
|
|
if (
|
|
(!in_array(get_role_id(), [1, 5])) &&
|
|
!(
|
|
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
|
|
in_array(FINANCE_TEAM_ID, user_team()) ||
|
|
in_array(BUSINESS_TEAM_ID, user_team())
|
|
)
|
|
) {
|
|
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
|
|
$builder->where('policy_transaction.created_by', get_session_userid());
|
|
}
|
|
}
|
|
|
|
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
} else {
|
|
|
|
// $fromDate = date('Y-m-d', strtotime('-30 days'));
|
|
// $toDate = date('Y-m-d 23:59:59');
|
|
|
|
// $builder->where('policy_transaction.created_at >=', $fromDate)
|
|
// ->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
if ($status != 0) {
|
|
$builder->where('policy_transaction.status', $status);
|
|
}
|
|
|
|
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
|
|
{
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
|
|
policy_transaction.id,
|
|
clients.client_name,
|
|
client_branch.branch_name as client_branch_name,
|
|
insurers.name AS insurer_name,
|
|
insurer_branch.branch_name AS insurer_branch_name,
|
|
policy_type.policy_type,
|
|
policy_transaction.policy_no,
|
|
policy_transaction.endorsement_no,
|
|
|
|
pt_co_share_details.exp_amt,
|
|
pt_co_share_details.variance,
|
|
ROUND ( (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt),2) as original_premium,
|
|
ROUND(
|
|
(
|
|
SELECT
|
|
(
|
|
SUM(co_share_stmt_details.actual_bp_amt) + SUM(co_share_stmt_details.actual_tp_amt) + SUM(co_share_stmt_details.actual_tep_amt)
|
|
) AS total_stmt_amt
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
),
|
|
2
|
|
) AS statement_premium,
|
|
|
|
COALESCE(
|
|
(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 0
|
|
) -
|
|
COALESCE(
|
|
(
|
|
SELECT
|
|
SUM(co_share_stmt_details.actual_bp_amt) +
|
|
SUM(co_share_stmt_details.actual_tp_amt) +
|
|
SUM(co_share_stmt_details.actual_tep_amt)
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN
|
|
insurer_statements
|
|
ON
|
|
co_share_stmt_details.statement_id = insurer_statements.id
|
|
AND insurer_statements.is_active = 1
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
), 0
|
|
) AS premium_variance_amt,
|
|
|
|
|
|
ROUND(
|
|
(
|
|
SELECT
|
|
(
|
|
SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
|
|
) AS total_irda_amt
|
|
FROM
|
|
co_share_stmt_details
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
),
|
|
2
|
|
) AS statement_amount,
|
|
|
|
ROUND(
|
|
pt_co_share_details.exp_amt -
|
|
(
|
|
SELECT
|
|
(
|
|
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
|
|
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
|
|
SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
|
|
)
|
|
FROM co_share_stmt_details
|
|
JOIN insurer_statements
|
|
ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
|
|
WHERE
|
|
co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
),
|
|
2
|
|
) AS variance_amt,
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
|
->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->where('policy_transaction.is_active', 1)
|
|
->where('pt_co_share_details.is_active', 1)
|
|
// ->where('insurer_statements.is_active',1);
|
|
// ->having('variance_amt IS NOT NULL')
|
|
// ->having('variance_amt !=',0)
|
|
// ->having('premium_variance_amt IS NOT NULL')
|
|
// ->having('premium_variance_amt !=',0);
|
|
|
|
// ->group_start()
|
|
->having('variance_amt IS NOT NULL')
|
|
->orHaving('variance_amt !=', 0)
|
|
->having('premium_variance_amt IS NOT NULL')
|
|
->orHaving('premium_variance_amt !=', 0);
|
|
// ->group_end();
|
|
// ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
|
|
// ->where('pt_co_share_details.variance IS NOT NULL')
|
|
// ->where('pt_co_share_details.variance !=', 0);
|
|
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
} else {
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
|
|
if ($client_branch_id != 0) {
|
|
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
|
}
|
|
|
|
if ($insurer_branch_id != 0) {
|
|
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
|
}
|
|
|
|
if ($client_policy_id != 0) {
|
|
$builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
|
}
|
|
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
|
{
|
|
$dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select([
|
|
'policy_transaction.id AS policy_trns_id',
|
|
'clients.client_name',
|
|
'insurers.name AS insurer_name',
|
|
'policy_type.policy_type',
|
|
'policy_transaction.endorsement_no',
|
|
"CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'I'
|
|
ELSE 'E'
|
|
END AS action_type",
|
|
'policy_transaction.action_type as action_type_full',
|
|
'pt_co_share_details.bp_amt',
|
|
'pt_co_share_details.tp_amt',
|
|
'pt_co_share_details.tep_amt',
|
|
'policy_transaction.status',
|
|
'CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ""
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no'
|
|
])
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join(
|
|
'(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
|
|
FROM policy_transaction_status
|
|
WHERE is_active = 1
|
|
GROUP BY policy_tran_id) th',
|
|
'policy_transaction.id = th.policy_tran_id'
|
|
|
|
)
|
|
->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
|
|
->where('policy_transaction.is_active', 1)
|
|
->where("policy_transaction.status is not null", null, false)
|
|
->whereNotIn("policy_transaction.status", ['completed'])
|
|
// ->where('policy_transaction.status', 'completed')
|
|
->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
|
|
|
|
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
} else {
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
|
|
if ($status != 0) {
|
|
$builder->where('policy_transaction.status', $status);
|
|
}
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
// echo $builder->getCompiledSelect();
|
|
// exit;
|
|
|
|
$returnData = $builder->get()->getResultArray();
|
|
|
|
|
|
|
|
// dd($returnData);
|
|
return $returnData;
|
|
}
|
|
|
|
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
|
{
|
|
$dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
|
|
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.id,
|
|
clients.client_name,
|
|
insurers.name AS insurer_name,
|
|
policy_type.policy_type,
|
|
policy_transaction.policy_no,
|
|
policy_transaction.endorsement_no,
|
|
CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'I'
|
|
ELSE 'E'
|
|
END AS action_type,
|
|
policy_transaction.action_type AS action_type_full,
|
|
pt_co_share_details.exp_amt,
|
|
pt_co_share_details.variance,
|
|
policy_transaction.status,
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join(
|
|
'(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
|
|
FROM policy_transaction_status
|
|
WHERE is_active = 1
|
|
GROUP BY policy_tran_id) th',
|
|
'policy_transaction.id = th.policy_tran_id'
|
|
|
|
)
|
|
->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
|
|
->where('policy_transaction.is_active', 1)
|
|
// ->where('policy_transaction.status', 'completed')
|
|
->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
|
|
->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
|
|
->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
|
|
->where("policy_transaction.status is not null", null, false)
|
|
->whereNotIn("policy_transaction.status", ['completed']);
|
|
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
} else {
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
|
|
if ($status != 0) {
|
|
$builder->where('policy_transaction.status', $status);
|
|
}
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
public function getOutstandingReportList_OLD($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
|
|
{
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.id,
|
|
clients.client_name,
|
|
insurers.name AS insurer_name,
|
|
policy_type.policy_type,
|
|
policy_transaction.endorsement_no,
|
|
CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'I'
|
|
ELSE 'E'
|
|
END AS action_type,
|
|
pt_co_share_details.exp_amt,
|
|
pt_co_share_details.variance,
|
|
insurer_statements.invoice_amount,
|
|
insurer_statements.invoice_status,
|
|
|
|
ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
|
|
|
|
(
|
|
SELECT
|
|
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
|
|
FROM
|
|
inv_payment_details
|
|
WHERE
|
|
inv_payment_details.statement_id = insurer_statements.id
|
|
AND inv_payment_details.is_active = 1
|
|
|
|
) AS realization_amount,
|
|
|
|
ROUND(
|
|
insurer_statements.invoice_amount -
|
|
(
|
|
SELECT
|
|
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
|
|
FROM
|
|
inv_payment_details
|
|
WHERE
|
|
inv_payment_details.statement_id = insurer_statements.id
|
|
AND inv_payment_details.is_active = 1
|
|
),
|
|
2) AS outstanding_amount,
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1)
|
|
THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1
|
|
THEN CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL
|
|
OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
|
|
->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->where('policy_transaction.is_active', 1);
|
|
|
|
// Date range filtering
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where('policy_transaction.' . $date_type . '>=', $startDate)
|
|
->where('policy_transaction.' . $date_type . '<=', $endDate);
|
|
} else {
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
|
|
// Additional filters
|
|
if ($client_id != 0) {
|
|
$builder->where('policy_transaction.client_id', $client_id);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
}
|
|
|
|
if ($policy_type_id != 0) {
|
|
$builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
}
|
|
|
|
if ($issuer != 0) {
|
|
$builder->where('policy_transaction.issuer', $issuer);
|
|
}
|
|
|
|
if ($status != 0) {
|
|
$builder->where('policy_transaction.status', $status);
|
|
}
|
|
|
|
// Filter where outstanding_amount is not null
|
|
$builder->having('outstanding_amount IS NOT NULL');
|
|
|
|
$builder->orderBy('policy_transaction.id', 'desc');
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
|
|
{
|
|
$builder = $this->db->table('insurer_statements s')
|
|
->select('
|
|
s.id,
|
|
s.insurer_id,
|
|
s.branch_id,
|
|
ins.short_name,
|
|
ib.branch_name,
|
|
s.month,
|
|
s.line_items,
|
|
s.stmt_sno,
|
|
s.invoice_status,
|
|
s.invoice_date,
|
|
s.invoice_no,
|
|
s.invoice_amount,
|
|
COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid,
|
|
(s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
|
|
')
|
|
->join('inv_payment_details p', 's.id = p.statement_id', 'left')
|
|
->join('insurers ins', 's.insurer_id = ins.id')
|
|
->join('insurer_branch ib', 's.branch_id = ib.id')
|
|
->where('s.is_active', 1)
|
|
->where('p.is_active', 1)
|
|
->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
|
|
->having('outstanding_amount >', 0);
|
|
// ->get();
|
|
|
|
|
|
// Date range filtering
|
|
if ($start_date != 0 && $end_date != 0) {
|
|
|
|
$builder->where('s.month >=', $start_date)
|
|
->where('s.month <=', $end_date);
|
|
}
|
|
|
|
if ($insurer_id != 0) {
|
|
$builder->where('s.insurer_id', $insurer_id);
|
|
}
|
|
if ($insurer_branch_id != 0) {
|
|
$builder->where('s.branch_id', $insurer_branch_id);
|
|
}
|
|
|
|
$builder->orderBy('s.id', 'desc');
|
|
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
|
|
//function for fetch renewal report data
|
|
public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
|
|
{
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
if (!empty($start_date) && !empty($end_date)) {
|
|
$fromDate = change_date_format($start_date);
|
|
$toDate = change_date_format($end_date);
|
|
}
|
|
|
|
$query = $this->db->table('policy_transaction pt')
|
|
->select('
|
|
pt.*,
|
|
c.client_name,
|
|
c.short_name AS client_short_name,
|
|
c.client_type,
|
|
policy_type.policy_type,
|
|
i.name as insurer_name,
|
|
ib.branch_name as insurer_branch_name,
|
|
vehicle.vehicle_no,
|
|
leads.status as lead_status
|
|
')
|
|
->join('clients c', 'pt.client_id = c.id', 'left')
|
|
->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
|
|
->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
|
|
->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
|
|
->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
|
|
->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
|
|
->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
|
|
->where('pt.policy_end_date >=', $fromDate)
|
|
->where('pt.policy_end_date <=', $toDate)
|
|
->where('pt.is_active', 1)
|
|
->where('pt_co.is_active', 1)
|
|
->where('pt.action_type', "inception");
|
|
|
|
// Apply filters if parameters are provided
|
|
if (!empty($client_type)) {
|
|
$query->where('c.client_type', $client_type);
|
|
}
|
|
if (!empty($client)) {
|
|
$query->where('pt.client_id', $client);
|
|
}
|
|
if (!empty($issuer)) { // Corrected condition to check $issuer
|
|
$query->where('pt.issuer', $issuer);
|
|
}
|
|
|
|
$query->groupBy('pt.id');
|
|
$query->orderBy('pt.id', 'DESC');
|
|
// Fetch and return results
|
|
$results = $query->get()->getResultArray();
|
|
// print($this->db->getLastQuery()); die;
|
|
return $results;
|
|
}
|
|
|
|
public function getBDSRenewalData()
|
|
{
|
|
// Increase GROUP_CONCAT limit
|
|
$this->db->query("SET SESSION group_concat_max_len = 1000000;");
|
|
|
|
$builder = $this->db->table('policy_transaction pt');
|
|
|
|
$builder->select([
|
|
'SUM(CASE WHEN pt.policy_end_date < CURDATE() THEN 1 ELSE 0 END) AS Expired',
|
|
'SUM(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN 1 ELSE 0 END) AS `Renewal Pending`',
|
|
'GROUP_CONCAT(CASE WHEN pt.policy_end_date < CURDATE() THEN pt.id ELSE NULL END) AS Expired_ids',
|
|
'GROUP_CONCAT(CASE WHEN pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH) THEN pt.id ELSE NULL END) AS Renewal_Pending_ids'
|
|
]);
|
|
$builder->where("pt.policy_end_date IS NOT NULL", null, false);
|
|
$builder->where('pt.is_active', 1);
|
|
|
|
// Self join to check if a policy has been renewed
|
|
$builder->join('policy_transaction renewed', 'renewed.source_client_policy_id = pt.client_policy_id and renewed.client_id = pt.client_id and renewed.client_branch_id = pt.client_branch_id', 'left');
|
|
|
|
// Filter for expired or expiring policies
|
|
$builder->where("(pt.policy_end_date < CURDATE() OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH))", null, false);
|
|
|
|
$builder->where('renewed.id IS NULL', null, false);
|
|
$query = $builder->get();
|
|
$result = $query->getResultArray();
|
|
|
|
$total = 0;
|
|
foreach ($result[0] as $key => $value) {
|
|
if ($key !== 'Expired_ids' && $key !== 'Renewal_Pending_ids') {
|
|
$total += $value;
|
|
}
|
|
}
|
|
|
|
// Ensure ID fields are arrays (not null)
|
|
$result[0]['Expired_ids'] = $result[0]['Expired_ids'] ? $result[0]['Expired_ids'] : [];
|
|
$result[0]['Renewal Pending_ids'] = $result[0]['Renewal_Pending_ids'] ? $result[0]['Renewal_Pending_ids'] : [];
|
|
|
|
// Add total count
|
|
$result[0]['total'] = $total;
|
|
|
|
return $result[0];
|
|
}
|
|
|
|
public function reportBDSNew(
|
|
$start_date = 0,
|
|
$end_date = 0,
|
|
$client_id = 0,
|
|
$insurer_id = 0,
|
|
$policy_type_id = 0,
|
|
$date_type = 0,
|
|
$issuer = 0,
|
|
$client_branch_id = 0,
|
|
$insurer_branch_id = 0,
|
|
$client_policy_id = 0,
|
|
$user_id = 0,
|
|
$where = []
|
|
) {
|
|
|
|
$date_condition = '';
|
|
|
|
// ==============================
|
|
// DATE FILTER FOR STATEMENT MONTH
|
|
// ==============================
|
|
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
|
$date_condition = "
|
|
AND insurer_statements_oq.month >= '{$start_date}'
|
|
AND insurer_statements_oq.month <= '{$end_date}'
|
|
";
|
|
}
|
|
|
|
// ==============================
|
|
// BASE QUERY
|
|
// ==============================
|
|
|
|
|
|
// ==============================
|
|
// Without Statement Upload
|
|
// ==============================
|
|
|
|
|
|
$builder2 = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.id AS id,
|
|
policy_transaction.endorsement_no AS endorsement_no,
|
|
policy_transaction.ref AS ref,
|
|
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
|
|
|
DATE_FORMAT( policy_transaction.policy_issue_date,, '%b %Y') AS policy_issue_month,
|
|
|
|
CASE
|
|
WHEN 1 = 1 THEN 'no statement uploaded'
|
|
ELSE 'statement uploaded'
|
|
END AS statement_uploaded ,
|
|
|
|
|
|
CASE
|
|
WHEN clients.client_type = 1 THEN 'Group'
|
|
WHEN clients.client_type = 2 THEN 'Retail'
|
|
ELSE '-'
|
|
END AS client_type,
|
|
|
|
CASE
|
|
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
|
ELSE 'Renewal'
|
|
END AS revenue_type,
|
|
|
|
CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
|
ELSE 'Endorsement'
|
|
END AS action_type,
|
|
|
|
clients.client_name AS client_name,
|
|
clients.short_name AS client_short_name,
|
|
client_branch.branch_name AS client_branch_name,
|
|
client_branch.address1 AS client_address,
|
|
policy_type.policy_type,
|
|
policy_type.bap,
|
|
insurers.name AS insurer_name,
|
|
insurers.short_name AS insurer_short_name,
|
|
insurer_branch.branch_name AS insurer_branch_name,
|
|
insurer_branch.branch_code AS insurer_branch_code,
|
|
user_profiles.first_name AS user_name,
|
|
vehicle.vehicle_no,
|
|
tpa.name AS tpa_name,
|
|
pt_co_share_details.remark AS remarks,
|
|
pt_co_share_details.cop_amt AS bp_amt,
|
|
pt_co_share_details.exp_amt,
|
|
pt_co_share_details.id AS pt_id,
|
|
sales_user.first_name AS salse_person_name,
|
|
service_user.first_name AS service_person_name,
|
|
|
|
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
|
|
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
|
|
ROUND(
|
|
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
|
|
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
|
|
2) AS total_premium,
|
|
|
|
ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
|
|
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
|
pt_co_share_details.agreed_bp_per,
|
|
|
|
-- ==============================
|
|
-- SUBQUERY: Total IRDA Amount
|
|
-- Alias Agreed Amount ...!!
|
|
-- ==============================
|
|
ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
|
|
|
|
-- Reward Only
|
|
ROUND(0, 2) AS reward,
|
|
|
|
-- Billed Amount
|
|
ROUND(0, 2) AS billed_amt,
|
|
|
|
created_user.first_name AS user_name,
|
|
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1 THEN
|
|
CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
|
|
// ==============================
|
|
// JOINS
|
|
// ==============================
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id')
|
|
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
|
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
|
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
|
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
|
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
|
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
|
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
|
|
|
|
->where('policy_transaction.is_active', 1)
|
|
->where('pt_co_share_details.is_active', 1)
|
|
|
|
// ========================================================
|
|
// GROUP BY Insurer Statement Months
|
|
// =======================================================
|
|
->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ');
|
|
|
|
// ==============================
|
|
// ROLE-BASED FILTERS
|
|
// ==============================
|
|
if (
|
|
(!in_array(get_role_id(), [1, 5])) &&
|
|
!(
|
|
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
|
|
in_array(FINANCE_TEAM_ID, user_team()) ||
|
|
in_array(BUSINESS_TEAM_ID, user_team())
|
|
)
|
|
) {
|
|
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
|
|
$builder2->where('policy_transaction.created_by', get_session_userid());
|
|
}
|
|
}
|
|
|
|
// ==============================
|
|
// ADDITIONAL FILTERS
|
|
// ==============================
|
|
if (!empty($where)) {
|
|
log_message('info', 'Where condition: ' . json_encode($where));
|
|
$builder2->where($where);
|
|
}
|
|
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder2->where("policy_transaction.{$date_type} >=", $startDate)
|
|
->where("policy_transaction.{$date_type} <=", $endDate);
|
|
}
|
|
|
|
|
|
// ==============================
|
|
// FILTER BY IDs
|
|
// ==============================
|
|
if ($client_id != 0) $builder2->where('policy_transaction.client_id', $client_id);
|
|
if ($insurer_id != 0) $builder2->where('policy_transaction.insurer_id', $insurer_id);
|
|
if ($client_branch_id != 0) $builder2->where('policy_transaction.client_branch_id', $client_branch_id);
|
|
if ($insurer_branch_id != 0) $builder2->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
|
if ($client_policy_id != 0) $builder2->where('policy_transaction.client_policy_id', $client_policy_id);
|
|
if ($user_id != 0) $builder2->where('policy_transaction.created_by', $user_id);
|
|
if ($policy_type_id != 0) $builder2->where('client_policy.policy_type_id', $policy_type_id);
|
|
if ($issuer != 0) $builder2->where('policy_transaction.issuer', $issuer);
|
|
|
|
// ==============================
|
|
// DEFAULT 90-DAY FILTER
|
|
// ==============================
|
|
if (
|
|
$client_id == 0 &&
|
|
$insurer_id == 0 &&
|
|
$policy_type_id == 0 &&
|
|
$date_type == 0 &&
|
|
$issuer == 0
|
|
) {
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
if (empty($where)) {
|
|
$builder2->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
// ==============================
|
|
// With Statement Upload
|
|
// ==============================
|
|
|
|
$builder = $this->db->table('policy_transaction')
|
|
->select("
|
|
policy_transaction.id AS id,
|
|
policy_transaction.endorsement_no AS endorsement_no,
|
|
policy_transaction.ref AS ref,
|
|
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
|
|
DATE_FORMAT(
|
|
IF(insurer_statements_oq.month IS NULL,
|
|
policy_transaction.policy_issue_date,
|
|
insurer_statements_oq.month
|
|
), '%b %Y'
|
|
) AS policy_issue_month,
|
|
|
|
CASE
|
|
WHEN insurer_statements_oq.month IS NULL THEN 'no statement uploaded'
|
|
ELSE 'statement uploaded'
|
|
END AS statement_uploaded ,
|
|
|
|
|
|
CASE
|
|
WHEN clients.client_type = 1 THEN 'Group'
|
|
WHEN clients.client_type = 2 THEN 'Retail'
|
|
ELSE '-'
|
|
END AS client_type,
|
|
|
|
CASE
|
|
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
|
|
ELSE 'Renewal'
|
|
END AS revenue_type,
|
|
|
|
CASE
|
|
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
|
|
ELSE 'Endorsement'
|
|
END AS action_type,
|
|
|
|
clients.client_name AS client_name,
|
|
clients.short_name AS client_short_name,
|
|
client_branch.branch_name AS client_branch_name,
|
|
client_branch.address1 AS client_address,
|
|
policy_type.policy_type,
|
|
policy_type.bap,
|
|
insurers.name AS insurer_name,
|
|
insurers.short_name AS insurer_short_name,
|
|
insurer_branch.branch_name AS insurer_branch_name,
|
|
insurer_branch.branch_code AS insurer_branch_code,
|
|
user_profiles.first_name AS user_name,
|
|
vehicle.vehicle_no,
|
|
tpa.name AS tpa_name,
|
|
pt_co_share_details.remark AS remarks,
|
|
pt_co_share_details.cop_amt AS bp_amt,
|
|
pt_co_share_details.exp_amt,
|
|
pt_co_share_details.id AS pt_id,
|
|
sales_user.first_name AS salse_person_name,
|
|
service_user.first_name AS service_person_name,
|
|
|
|
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
|
|
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
|
|
ROUND(
|
|
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
|
|
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
|
|
2) AS total_premium,
|
|
|
|
ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
|
|
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
|
|
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
|
|
pt_co_share_details.agreed_bp_per,
|
|
|
|
-- ==============================
|
|
-- SUBQUERY: Total IRDA Amount
|
|
-- Alias Agreed Amount ...!!
|
|
-- ==============================
|
|
ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
|
|
-- Reward Only
|
|
ROUND((
|
|
SELECT SUM(co_share_stmt_details.reward)
|
|
FROM co_share_stmt_details
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
AND insurer_statements.is_active = 1
|
|
AND insurer_statements.month = insurer_statements_oq.month
|
|
{$date_condition}
|
|
GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
|
|
), 2) AS reward,
|
|
|
|
-- Billed Amount
|
|
ROUND((
|
|
SELECT SUM(
|
|
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
|
|
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
|
|
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
|
|
COALESCE(co_share_stmt_details.reward, 0)
|
|
)
|
|
FROM co_share_stmt_details
|
|
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
|
|
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
|
|
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
|
|
AND co_share_stmt_details.is_active = 1
|
|
AND pt_table.is_active = 1
|
|
AND insurer_statements.is_active = 1
|
|
AND insurer_statements.invoice_status IS NOT NULL
|
|
AND insurer_statements.month = insurer_statements_oq.month
|
|
{$date_condition}
|
|
GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
|
|
), 2) AS billed_amt,
|
|
|
|
created_user.first_name AS user_name,
|
|
|
|
CASE
|
|
WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
|
|
WHEN pt_co_share_details.co_share_type > 1 THEN
|
|
CASE
|
|
WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
|
|
THEN policy_transaction.policy_no
|
|
ELSE pt_co_share_details.follower_policy_no
|
|
END
|
|
ELSE policy_transaction.policy_no
|
|
END AS policy_no
|
|
")
|
|
|
|
// ==============================
|
|
// JOINS
|
|
// ==============================
|
|
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
|
|
->join('clients', 'clients.id = policy_transaction.client_id')
|
|
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
|
|
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
|
|
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
|
|
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
|
|
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
|
|
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
|
|
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
|
|
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
|
|
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
|
|
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
|
|
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
|
|
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
|
|
|
|
|
|
->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id','left')
|
|
->join('insurer_statements insurer_statements_oq','insurer_statements_oq.id = co_share_stmt_details.statement_id','left')
|
|
|
|
->where('policy_transaction.is_active', 1)
|
|
->where('pt_co_share_details.is_active', 1)
|
|
->where('insurer_statements_oq.id IS NOT NULL')
|
|
|
|
|
|
// ========================================================
|
|
// GROUP BY Insurer Statement Months
|
|
// =======================================================
|
|
->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month');
|
|
|
|
// ==============================
|
|
// ROLE-BASED FILTERS
|
|
// ==============================
|
|
if (
|
|
(!in_array(get_role_id(), [1, 5])) &&
|
|
!(
|
|
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
|
|
in_array(FINANCE_TEAM_ID, user_team()) ||
|
|
in_array(BUSINESS_TEAM_ID, user_team())
|
|
)
|
|
) {
|
|
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
|
|
$builder->where('policy_transaction.created_by', get_session_userid());
|
|
}
|
|
}
|
|
|
|
// ==============================
|
|
// ADDITIONAL FILTERS
|
|
// ==============================
|
|
if (!empty($where)) {
|
|
log_message('info', 'Where condition: ' . json_encode($where));
|
|
$builder->where($where);
|
|
}
|
|
|
|
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
|
|
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
|
|
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
|
|
|
|
$builder->where("policy_transaction.{$date_type} >=", $startDate)
|
|
->where("policy_transaction.{$date_type} <=", $endDate);
|
|
}
|
|
|
|
// JOIN FOR STATEMENT MONTH FILTER
|
|
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
|
|
$startDate = date('Y-m-d', strtotime($start_date));
|
|
$endDate = date('Y-m-d', strtotime($end_date));
|
|
|
|
$builder->join('co_share_stmt_details cssdfilter', 'pt_co_share_details.id = cssdfilter.co_share_id', 'left')
|
|
->join('insurer_statements', 'cssdfilter.statement_id = insurer_statements.id', 'left')
|
|
->where('insurer_statements.is_active', 1)
|
|
->where('insurer_statements.month >=', $startDate)
|
|
->where('insurer_statements.month <=', $endDate)
|
|
->groupBy('cssdfilter.co_share_id');
|
|
}
|
|
|
|
// ==============================
|
|
// FILTER BY IDs
|
|
// ==============================
|
|
if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
|
|
if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
|
|
if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
|
|
if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
|
|
if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
|
|
if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
|
|
if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
|
|
if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
|
|
|
|
// ==============================
|
|
// DEFAULT 90-DAY FILTER
|
|
// ==============================
|
|
if (
|
|
$client_id == 0 &&
|
|
$insurer_id == 0 &&
|
|
$policy_type_id == 0 &&
|
|
$date_type == 0 &&
|
|
$issuer == 0
|
|
) {
|
|
$fromDate = date('Y-m-d', strtotime('-90 days'));
|
|
$toDate = date('Y-m-d 23:59:59');
|
|
|
|
if (empty($where)) {
|
|
$builder->where('policy_transaction.created_at >=', $fromDate)
|
|
->where('policy_transaction.created_at <=', $toDate);
|
|
}
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
$sql1 = $builder2->getCompiledSelect();
|
|
$sql2 = $builder->getCompiledSelect();
|
|
|
|
$finalSql = "($sql1) UNION ALL ($sql2)
|
|
ORDER BY policy_no DESC, insurer_branch_name ASC, statement_uploaded ASC,
|
|
STR_TO_DATE(policy_issue_month, '%b %Y') ASC";
|
|
|
|
|
|
$result = $this->db->query($finalSql)->getResultArray();
|
|
|
|
return $result;
|
|
|
|
}
|
|
|
|
|
|
|
|
|
|
|
|
}
|