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nhance/app/Models/PolicyTransactionModel.php

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<?php
namespace App\Models;
use CodeIgniter\Model;
use Kint;
class PolicyTransactionModel extends Model
{
protected $table = 'policy_transaction';
protected $primaryKey = 'id';
protected $useAutoIncrement = true;
protected $returnType = 'array';
protected $useSoftDeletes = false;
protected $protectFields = true;
protected $allowedFields = [
'id',
'issuer',
'issuer_branch',
'client_id',
'client_branch_id',
'insurer_id',
'insurer_branch_id',
'tpa_id',
'tpa_branch_id',
'client_policy_id',
'vehicle_id',
'issue_type',
'source_client_policy_id',
'policy_no',
'cd_ac_no',
'policy_issue_date',
'policy_start_date',
'policy_end_date',
'action_type',
'endorsement_no',
'data_received_date',
'closure_date',
'emp_count',
'dependent_count',
'status',
'created_by',
'updated_by',
'created_at',
'updated_at',
'is_active',
'invoice_status',
'invoice_no',
'revenue_type',
'tsi',
'co_share',
'pre_payable_by',
'bro_payable_by',
'ct_status',
'co_broking_status',
'installment',
'installment_data',
'location',
'links',
'stage',
'etat',
'etat_band',
'edate',
'renewal_date',
'renewal_status',
'renewal_last_reminder_offset',
'rollover_date',
'policy_holder_name',
'same_as_proposer',
'ref',
'spl',
'fund_received',
'listed_insurers',
'ppteam',
'policy_type_id',
'endorse_eff_date',
'sales_generated_by',
'serviced_by',
'ct_type',
'ct_tran_id',
'remarks',
'month',
'cd_ac_pk',
'install_due_date',
'policy_with_corr',
'is_cd_reduce_from_bds',
'agent_id',
'agent_code',
'file_id',
'entry_from',
'salse_person_manager_id',
'service_person_manager_id',
'service_person_branch_id',
'pos_id',
];
// Callbacks
protected $allowCallbacks = true;
protected $beforeInsert = ["checkAndADDCreatedByValue"];
protected $afterInsert = [];
protected $beforeUpdate = ["checkAndUpdateUpdatedByValue"];
protected $afterUpdate = [];
protected $beforeFind = [];
protected $afterFind = [];
protected $beforeDelete = [];
protected $afterDelete = [];
protected function checkAndADDCreatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['created_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['created_by'] = get_session_userid();
}
return $data;
}
protected function checkAndUpdateUpdatedByValue(array $data)
{
// Check if 'updated_by' value is null or empty
if (empty($data['data']['updated_by'])) {
// Set 'updated_by' value to the current session user ID
$data['data']['updated_by'] = get_session_userid();
}
return $data;
}
private const ALLOWED_DATE_TYPES = [
'policy_issue_date',
'policy_start_date',
'policy_end_date',
'created_at',
'updated_at',
];
private function validateDateType($date_type)
{
if (!in_array($date_type, self::ALLOWED_DATE_TYPES, true)) {
throw new \InvalidArgumentException("Invalid date_type: {$date_type}");
}
return $date_type;
}
// BDS Report OLD Functin for QUERY
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
public function getBDSReportListOld($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0)
{
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.*,
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(
IF(policy_transaction.month IS NULL,
policy_transaction.policy_issue_date,
policy_transaction.month),
'%b %Y') AS policy_issue_month,
CASE
WHEN clients.client_type = 1 THEN 'Group'
WHEN clients.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
clients.client_name AS client_name,
clients.short_name AS client_short_name,
client_branch.branch_name AS client_branch_name,
client_branch.address1 AS client_address,
policy_type.policy_type,
policy_type.bap,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
insurer_branch.branch_name AS insurer_branch_name,
insurer_branch.branch_code AS insurer_branch_code,
user_profiles.first_name as user_name,
vehicle.vehicle_no,
tpa.name as tpa_name,
pt_co_share_details.remark as remarks,
pt_co_share_details.reward,
pt_co_share_details.bp_amt,
sales_user.first_name as salse_person_name,
service_user.first_name as service_person_name,
ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
pt_co_share_details.agreed_bp_per,
ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) AS total_irda,
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) * 18 / 100),
2) AS gst_on_revenue,
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) +
ROUND(
(ROUND(
(pt_co_share_details.bp_amt * pt_co_share_details.agreed_bp_per +
(pt_co_share_details.tp_amt + pt_co_share_details.tep_amt) *
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per)) / 100,
2) * 18 / 100),
2)),
2) AS total_amt_received,
insurer_statements.invoice_date,
insurer_statements.invoice_no,
insurer_statements.invoice_amount,
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS realization_amount,
ROUND(
insurer_statements.invoice_amount -
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
),
2) AS outstanding_amount,
(
SELECT
GROUP_CONCAT(inv_payment_details.utr_no SEPARATOR ', ') AS utr_numbers
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS utr_numbers,
(
SELECT
GROUP_CONCAT(inv_payment_details.received_date SEPARATOR ', ') AS payment_dates
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS payment_dates
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join('insurers', 'policy_transaction.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'policy_transaction.insurer_branch_id = insurer_branch.id', 'left')
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->where('policy_transaction.is_active', 1);
// Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
} else {
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
// BDS Report NEW Functin for QUERY
// public function getBDSReportList($client_id, $policy_id, $branch_id, $issuer)
// public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
// {
// $date_condition = '';
// if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
// $date_condition = "
// AND insurer_statements.month >= '".$start_date ."'
// AND insurer_statements.month <= '".$end_date ."'
// ";
// }
// $builder = $this->db->table('policy_transaction')
// ->select("
// policy_transaction.*,
// DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
// DATE_FORMAT(
// IF(policy_transaction.month IS NULL,
// policy_transaction.policy_issue_date,
// policy_transaction.month),
// '%b %Y') AS policy_issue_month,
// CASE
// WHEN clients.client_type = 1 THEN 'Group'
// WHEN clients.client_type = 2 THEN 'Retail'
// ELSE '-'
// END AS client_type,
// CASE
// WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
// ELSE 'Renewal'
// END AS revenue_type,
// CASE
// WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
// ELSE 'Endorsement'
// END AS action_type,
// clients.client_name AS client_name,
// clients.short_name AS client_short_name,
// client_branch.branch_name AS client_branch_name,
// client_branch.address1 AS client_address,
// policy_type.policy_type,
// policy_type.bap,
// insurers.name AS insurer_name,
// insurers.short_name AS insurer_short_name,
// insurer_branch.branch_name AS insurer_branch_name,
// insurer_branch.branch_code AS insurer_branch_code,
// user_profiles.first_name as user_name,
// vehicle.vehicle_no,
// tpa.name as tpa_name,
// pt_co_share_details.remark as remarks,
// pt_co_share_details.bp_amt,
// pt_co_share_details.exp_amt,
// pt_co_share_details.id as pt_id,
// sales_user.first_name as salse_person_name,
// service_user.first_name as service_person_name,
// ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS premium_wo_gst,
// ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2) AS gst_amount,
// ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) + ROUND((ROUND((pt_co_share_details.bp_amt + pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) * 18 / 100), 2)), 2) AS total_premium,
// ROUND((pt_co_share_details.tp_amt + pt_co_share_details.tep_amt), 2) AS tp_or_ter,
// DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
// (pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
// pt_co_share_details.agreed_bp_per,
// ROUND(
// (
// SELECT
// (
// SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
// SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
// SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
// SUM(co_share_stmt_details.reward)
// ) AS total_irda_amt
// FROM
// co_share_stmt_details
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
// WHERE
// co_share_stmt_details.co_share_id = pt_co_share_details.id
// AND co_share_stmt_details.is_active = 1
// AND insurer_statements.is_active = 1
// $date_condition
// ),
// 2
// ) AS total_irda_amt,
// ROUND(
// (
// SELECT
// (
// SUM(co_share_stmt_details.reward)
// ) AS reward
// FROM
// co_share_stmt_details
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
// WHERE
// co_share_stmt_details.co_share_id = pt_co_share_details.id
// AND co_share_stmt_details.is_active = 1
// AND insurer_statements.is_active = 1
// $date_condition
// ),
// 2
// ) AS reward,
// ROUND(
// (
// SELECT
// SUM(
// COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
// COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
// COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
// COALESCE(co_share_stmt_details.reward, 0)
// ) AS total_irda_amt
// FROM
// co_share_stmt_details
// JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
// WHERE
// co_share_stmt_details.co_share_id = pt_co_share_details.id
// AND co_share_stmt_details.is_active = 1
// AND pt_table.is_active = 1
// AND insurer_statements.is_active = 1
// AND insurer_statements.invoice_status IS NOT NULL
// $date_condition
// ),
// 2
// ) AS billed_amt,
// ROUND(
// (
// (
// SELECT
// SUM(
// COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
// + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
// + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
// + COALESCE(co_share_stmt_details.reward, 0)
// )
// FROM
// co_share_stmt_details
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
// WHERE
// co_share_stmt_details.co_share_id = pt_co_share_details.id
// AND co_share_stmt_details.is_active = 1
// $date_condition
// )
// -
// (
// SELECT
// SUM(
// COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
// + COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
// + COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
// + COALESCE(co_share_stmt_details.reward, 0)
// )
// FROM
// co_share_stmt_details
// JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
// JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
// WHERE
// co_share_stmt_details.co_share_id = pt_co_share_details.id
// AND co_share_stmt_details.is_active = 1
// AND pt_table.is_active = 1
// AND insurer_statements.is_active = 1
// AND insurer_statements.invoice_status IS NULL
// $date_condition
// )
// ),
// 2
// ) AS unbilled_amt
// ")
// ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
// // ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
// ->join('clients', 'clients.id = policy_transaction.client_id')
// ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
// ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
// ->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
// ->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
// ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
// ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
// ->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
// ->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
// ->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
// ->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
// ->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
// ->where('policy_transaction.is_active', 1)
// ->where('pt_co_share_details.is_active', 1);
// // Check if the start date and end date are provided
// if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
// $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
// $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
// ->where('policy_transaction.'.$date_type.'<=', $endDate);
// }
// // if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
// // $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
// // $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// // $builder->where('policy_transaction.month >=', $startDate)
// // ->where('policy_transaction.month <=', $endDate);
// // }
// // Conditionally join insurer_statements if $date_type == 'statement_month'
// if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
// $startDate = date('Y-m-d', strtotime($start_date));
// $endDate = date('Y-m-d', strtotime($end_date));
// $builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
// ->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id','left')
// ->where('insurer_statements.is_active', 1)
// ->where('insurer_statements.month >=', $startDate)
// ->where('insurer_statements.month <=', $endDate)
// ->groupBy('co_share_stmt_details.co_share_id');
// }
// if ($client_id != 0) {
// $builder->where('policy_transaction.client_id', $client_id);
// }
// if ($insurer_id != 0) {
// $builder->where('policy_transaction.insurer_id', $insurer_id);
// }
// if ($client_branch_id != 0) {
// $builder->where('policy_transaction.client_branch_id', $client_branch_id);
// }
// if ($insurer_branch_id != 0) {
// $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
// }
// if ($client_policy_id != 0) {
// $builder->where('policy_transaction.client_policy_id', $client_policy_id);
// }
// if ($policy_type_id != 0) {
// $builder->where('client_policy.policy_type_id', $policy_type_id);
// }
// if ($issuer != 0) {
// $builder->where('policy_transaction.issuer', $issuer);
// }
// if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
// }
// $builder->orderBy('policy_transaction.id', 'desc');
// $result = $builder->get()->getResultArray();
// // dd($this->db->getLastQuery());
// return $result;
// }
public function getBDSReportList1($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
{
$date_condition = '';
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$date_condition = "
AND insurer_statements.month >= '" . $start_date . "'
AND insurer_statements.month <= '" . $end_date . "'
";
}
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.*,
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(
IF(pt_co_share_details.pt_policy_issue_date IS NULL,
policy_transaction.policy_issue_date,
pt_co_share_details.pt_policy_issue_date),
'%b %Y') AS policy_issue_month,
CASE
WHEN clients.client_type = 1 THEN 'Group'
WHEN clients.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
clients.client_name AS client_name,
clients.short_name AS client_short_name,
client_branch.branch_name AS client_branch_name,
client_branch.address1 AS client_address,
policy_type.policy_type,
policy_type.bap,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
insurer_branch.branch_name AS insurer_branch_name,
insurer_branch.branch_code AS insurer_branch_code,
user_profiles.first_name as user_name,
vehicle.vehicle_no,
tpa.name as tpa_name,
pt_co_share_details.remark as remarks,
pt_co_share_details.cop_amt as bp_amt,
pt_co_share_details.exp_amt,
pt_co_share_details.id as pt_id,
sales_user.first_name as salse_person_name,
service_user.first_name as service_person_name,
ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS premium_wo_gst,
ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2) AS gst_amount_velmurugan,
ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) + ROUND((ROUND((pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) * 18 / 100), 2)), 2) AS total_premium_velmurugan,
ROUND(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_gst_amt, 0),2) AS gst_amount,
ROUND(ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
ROUND(COALESCE(tep_gst_amt, 0) + COALESCE(bp_gst_amt, 0) + COALESCE(tp_amt, 0),2),
2) AS total_premium,
ROUND((pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 2) AS tp_or_ter,
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
pt_co_share_details.agreed_bp_per,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
SUM(co_share_stmt_details.actual_tep_brokerage_amt) +
SUM(co_share_stmt_details.reward)
) AS total_irda_amt
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND insurer_statements.is_active = 1
$date_condition
),
2
) AS total_irda_amt,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.reward)
) AS reward
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND insurer_statements.is_active = 1
$date_condition
),
2
) AS reward,
ROUND(
(
SELECT
SUM(
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
COALESCE(co_share_stmt_details.reward, 0)
) AS total_irda_amt
FROM
co_share_stmt_details
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND pt_table.is_active = 1
AND insurer_statements.is_active = 1
AND insurer_statements.invoice_status IS NOT NULL
$date_condition
),
2
) AS billed_amt,
ROUND(
(
(
SELECT
SUM(
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+ COALESCE(co_share_stmt_details.reward, 0)
)
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
$date_condition
)
-
(
SELECT
SUM(
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0)
+ COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0)
+ COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0)
+ COALESCE(co_share_stmt_details.reward, 0)
)
FROM
co_share_stmt_details
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND pt_table.is_active = 1
AND insurer_statements.is_active = 1
AND insurer_statements.invoice_status IS NULL
$date_condition
)
),
2
) AS unbilled_amt,
created_user.first_name as user_name,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
// ->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1);
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
if (!empty($where)) {
log_message('info', 'Where condition: ' . json_encode($where));
$builder->where($where);
}
// Check if the start date and end date are provided
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
}
// if($date_type == 'statement_month' && $start_date != 0 && $end_date != 0){
// $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
// $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.month >=', $startDate)
// ->where('policy_transaction.month <=', $endDate);
// }
// Conditionally join insurer_statements if $date_type == 'statement_month'
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$startDate = date('Y-m-d', strtotime($start_date));
$endDate = date('Y-m-d', strtotime($end_date));
$builder->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
->join('insurer_statements', 'co_share_stmt_details.statement_id = insurer_statements.id', 'left')
->where('insurer_statements.is_active', 1)
->where('insurer_statements.month >=', $startDate)
->where('insurer_statements.month <=', $endDate)
->groupBy('co_share_stmt_details.co_share_id');
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($client_branch_id != 0) {
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
}
if ($insurer_branch_id != 0) {
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
}
if ($client_policy_id != 0) {
$builder->where('policy_transaction.client_policy_id', $client_policy_id);
}
if ($user_id != 0) {
$builder->where('policy_transaction.created_by', $user_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
}
$builder->orderBy('policy_transaction.id', 'desc');
$result = $builder->get()->getResultArray();
// dd($this->db->getLastQuery());
return $result;
}
// public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
// {
// // dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
// $builder = $this->db->table('policy_transaction')
// ->select('
// policy_transaction.*,
// clients.short_name AS client_short_name,
// clients.client_code,
// clients.client_type,
// clients.client_name,
// client_branch.branch_name AS client_branch_name,
// insurers.name AS insurer_name,
// insurers.short_name AS insurer_short_name,
// policy_type.policy_type,
// pt_co_share_details.agreed_amt AS amount,
// pt_co_share_details.bp_amt AS bp,
// pt_co_share_details.tp_amt AS tp
// ')
// ->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
// ->join('clients', 'clients.id = policy_transaction.client_id', 'left')
// ->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
// ->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
// ->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
// ->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
// ->where('policy_transaction.is_active', 1)
// ->where('policy_transaction.action_type', 'inception');
// if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
// $startDate = date('Y-m-d 00:00:00', strtotime($start_date));
// $endDate = date('Y-m-d 23:59:59', strtotime($end_date));
// $builder->where('policy_transaction.'.$date_type.'>=', $startDate)
// ->where('policy_transaction.'.$date_type.'<=', $endDate);
// }else{
// // $fromDate = date('Y-m-d', strtotime('-30 days'));
// // $toDate = date('Y-m-d 23:59:59');
// // $builder->where('policy_transaction.created_at >=', $fromDate)
// // ->where('policy_transaction.created_at <=', $toDate);
// }
// if ($client_id != 0) {
// $builder->where('policy_transaction.client_id', $client_id);
// }
// if ($insurer_id != 0) {
// $builder->where('policy_transaction.insurer_id', $insurer_id);
// }
// if ($policy_type_id != 0) {
// $builder->where('client_policy.policy_type_id', $policy_type_id);
// }
// if ($issuer != 0) {
// $builder->where('policy_transaction.issuer', $issuer);
// }
// if ($status != 0) {
// $builder->where('policy_transaction.status', $status);
// }
// if($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0){
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
// }
// $builder->orderBy('policy_transaction.id', 'desc')->limit(10);
// $result = $builder->get()->getResultArray();
// // dd($this->db->getLastQuery());
// return $result;
// }
public function getInceptionTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0, $where = null)
{
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.*,
clients.short_name AS client_short_name,
clients.client_code,
clients.client_type,
clients.client_name,
client_branch.branch_name AS client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type,
pt_co_share_details.agreed_amt AS amount,
pt_co_share_details.bp_amt AS bp,
pt_co_share_details.tp_amt AS tp,
clients.pan,
DATE_FORMAT(policy_transaction.created_at, '%d %b %Y %h:%i %p') AS created_at,
user_profiles.first_name as user_name,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type', 'inception');
// if (
// (!in_array(get_role_id(), [1, 5])) &&
// !(
// in_array(MANAGEMENT_TEAM_ID, user_team()) ||
// in_array(FINANCE_TEAM_ID, user_team()) ||
// in_array(BUSINESS_TEAM_ID, user_team())
// )
// ) {
// if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
// $builder->where('policy_transaction.created_by', get_session_userid());
// }
// }
if ((!in_array(get_role_id(), [1, 5]))) {
if (in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
// Optimize Date Filtering
if (!empty($start_date) && !empty($end_date) && !empty($date_type)) {
$this->validateDateType($date_type);
$startDate = change_date_format($start_date, 'd/m/Y', 'Y-m-d 00:00:00');
$endDate = change_date_format($end_date, 'd/m/Y', 'Y-m-d 23:59:59');
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where("policy_transaction.$date_type >=", $startDate)
->where("policy_transaction.$date_type <=", $startDate);
}
}
// Apply Filters Only When Necessary
if (!empty($client_id)) {
$builder->where('policy_transaction.client_id', $client_id);
}
if (!empty($insurer_id)) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if (!empty($policy_type_id)) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if (!empty($issuer)) {
$builder->where('policy_transaction.issuer', $issuer);
}
if (!empty($status)) {
$builder->where('policy_transaction.status', $status);
}
// Default to Last 30 Days if No Filters Are Applied
if (empty($client_id) && empty($insurer_id) && empty($policy_type_id) && empty($date_type) && empty($issuer) && empty($where)) {
$fromDate = date('Y-m-d', strtotime('-30 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if (!empty($where)) {
$builder->whereIn('policy_transaction.id', $where);
}
// Optimize Query Execution
$builder->orderBy('policy_transaction.id', 'desc');
$data = $builder->get()->getResultArray();
// dd($this->db->getLastQuery());
return $data;
}
public function getCachedInceptionTranctionListData(array $filters): array
{
$cacheKey = 'inception_list_v1_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
return $cached;
}
$ttl = 300;
$rows = $this->getInceptionTranctionListData(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
$filters['client_id'] ?? 0,
$filters['insurer_id'] ?? 0,
$filters['policy_type_id'] ?? 0,
$filters['date_type'] ?? 0,
$filters['issuer'] ?? 0,
$filters['status'] ?? 0,
$filters['ids'] ?? null
);
$payload = [
'rows' => $rows,
'expires_at' => time() + $ttl,
];
$cache->save($cacheKey, $payload, $ttl);
return $payload;
}
public function filterInceptionTranctionRowsBySearch(array $rows, string $searchValue): array
{
$needle = mb_strtolower(trim($searchValue));
if ($needle === '') {
return $rows;
}
$issuerMap = [1 => 'jibs', 2 => 'nhance'];
$issueTypeMap = [1 => 'fresh', 2 => 'renewal', 3 => 'roll over'];
$clientTypeMap = [1 => 'group', 2 => 'individual'];
$statusMap = [
'under_process' => 'under process',
'client_pending' => 'client pending',
'insurer_pending' => 'insurer pending',
'co_insurer_pending' => 'co-insurer pending',
'tpa_pending' => 'tpa pending',
'validated' => 'validated',
'cancelled' => 'cancelled',
'instalment_pending' => 'instalment pending',
'completed' => 'completed',
'lost' => 'lost',
];
$fields = [
'client_name',
'client_short_name',
'client_branch_name',
'insurer_short_name',
'policy_type',
'policy_no',
'user_name',
'status',
'pan',
];
return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $issueTypeMap, $clientTypeMap, $statusMap) {
foreach ($fields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
return true;
}
}
// Search by rendered labels shown in list columns.
$issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
return true;
}
$issueTypeText = $issueTypeMap[(int) ($row['issue_type'] ?? 0)] ?? '';
if ($issueTypeText !== '' && mb_strpos($issueTypeText, $needle) !== false) {
return true;
}
$clientTypeText = $clientTypeMap[(int) ($row['client_type'] ?? 0)] ?? '';
if ($clientTypeText !== '' && mb_strpos($clientTypeText, $needle) !== false) {
return true;
}
$statusCode = (string) ($row['status'] ?? '');
$statusText = $statusMap[$statusCode] ?? '';
if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
return true;
}
return false;
}));
}
public function getInceptionTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$cached = $this->getCachedInceptionTranctionListData($filters);
$allRows = $cached['rows'] ?? [];
$recordsTotal = count($allRows);
if ($searchValue !== '') {
$allRows = $this->filterInceptionTranctionRowsBySearch($allRows, $searchValue);
}
$recordsFiltered = count($allRows);
if ($length < 0) {
$length = $recordsFiltered;
}
$pageRows = $length > 0
? array_slice(array_values($allRows), $start, $length)
: array_values($allRows);
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
];
}
public function getEndorsementTranctionListData($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
// dd($start_date, $end_date, $client_id, $insurer_id, $policy_type_id, $date_type, $issuer, $status);
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.*,
clients.short_name as client_short_name,
clients.client_code,
client_branch.branch_name as client_branch_name,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
policy_type.policy_type ,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'policy_transaction.client_id = clients.id', 'left')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('policy_transaction.action_type !=', 'inception');
// if (
// (!in_array(get_role_id(), [1, 5])) &&
// !(
// in_array(MANAGEMENT_TEAM_ID, user_team()) ||
// in_array(FINANCE_TEAM_ID, user_team()) ||
// in_array(BUSINESS_TEAM_ID, user_team())
// )
// ) {
// if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
// $builder->where('policy_transaction.created_by', get_session_userid());
// }
// }
if ((!in_array(get_role_id(), [1, 5]))) {
if (in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = change_date_format($start_date, 'd/m/Y', 'Y-m-d 00:00:00');
$endDate = change_date_format($end_date, 'd/m/Y', 'Y-m-d 23:59:59');
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
// $fromDate = date('Y-m-d', strtotime('-30 days'));
// $toDate = date('Y-m-d 23:59:59');
// $builder->where('policy_transaction.created_at >=', $fromDate)
// ->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
$builder->orderBy('policy_transaction.id', 'desc');
// dd($this->db->getLastQuery());
return $builder->get()->getResultArray();
}
public function getCachedEndorsementTranctionListData(array $filters): array
{
$cacheKey = 'endorsement_list_v1_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached) && isset($cached['rows'], $cached['expires_at'])) {
return $cached;
}
$ttl = 300;
$rows = $this->getEndorsementTranctionListData(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
$filters['client_id'] ?? 0,
$filters['insurer_id'] ?? 0,
$filters['policy_type_id'] ?? 0,
$filters['date_type'] ?? 0,
$filters['issuer'] ?? 0,
$filters['status'] ?? 0
);
$payload = [
'rows' => $rows,
'expires_at' => time() + $ttl,
];
$cache->save($cacheKey, $payload, $ttl);
return $payload;
}
public function filterEndorsementTranctionRowsBySearch(array $rows, string $searchValue): array
{
$needle = mb_strtolower(trim($searchValue));
if ($needle === '') {
return $rows;
}
$issuerMap = [1 => 'jibs', 2 => 'nhance'];
$statusMap = [
'under_process' => 'under process',
'client_pending' => 'client pending',
'insurer_pending' => 'insurer pending',
'co_insurer_pending' => 'co-insurer pending',
'tpa_pending' => 'tpa pending',
'validated' => 'validated',
'cancelled' => 'cancelled',
'instalment_pending' => 'instalment pending',
'completed' => 'completed',
];
$actionTypeMap = [
'addition' => 'addition',
'deletion' => 'deletion',
'addition_deletion' => 'addition & deletion',
'si_enhancement' => 'si enhancement',
'combo_a_d_si' => 'combo a, d & si',
'correction' => 'correction',
'baby_addition' => 'baby addition',
'policy_instalment' => 'policy instalment',
'addition_inception' => 'addition-inception',
'bds_correction' => 'bds correction',
'policy_correction' => 'policy correction',
'policy_cancellation' => 'policy cancellation',
];
$fields = [
'client_short_name',
'client_branch_name',
'insurer_short_name',
'policy_type',
'endorsement_no',
'policy_no',
];
return array_values(array_filter($rows, static function (array $row) use ($needle, $fields, $issuerMap, $statusMap, $actionTypeMap) {
foreach ($fields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
return true;
}
}
$issuerText = $issuerMap[(int) ($row['issuer'] ?? 0)] ?? '';
if ($issuerText !== '' && mb_strpos($issuerText, $needle) !== false) {
return true;
}
$statusText = $statusMap[(string) ($row['status'] ?? '')] ?? '';
if ($statusText !== '' && mb_strpos($statusText, $needle) !== false) {
return true;
}
$actionTypeText = $actionTypeMap[(string) ($row['action_type'] ?? '')] ?? '';
if ($actionTypeText !== '' && mb_strpos($actionTypeText, $needle) !== false) {
return true;
}
return false;
}));
}
public function getEndorsementTranctionListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$cached = $this->getCachedEndorsementTranctionListData($filters);
$allRows = $cached['rows'] ?? [];
$recordsTotal = count($allRows);
if ($searchValue !== '') {
$allRows = $this->filterEndorsementTranctionRowsBySearch($allRows, $searchValue);
}
$recordsFiltered = count($allRows);
if ($length < 0) {
$length = $recordsFiltered;
}
$pageRows = $length > 0
? array_slice(array_values($allRows), $start, $length)
: array_values($allRows);
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'cache_expires_in_ms' => max(0, (($cached['expires_at'] ?? time()) - time()) * 1000),
];
}
public function getVarienceReportLIst($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0)
{
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id,
clients.client_name,
client_branch.branch_name as client_branch_name,
insurers.name AS insurer_name,
insurer_branch.branch_name AS insurer_branch_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
pt_co_share_details.exp_amt,
pt_co_share_details.variance,
ROUND ( (pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt),2) as original_premium,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.actual_bp_amt) + SUM(co_share_stmt_details.actual_tp_amt) + SUM(co_share_stmt_details.actual_tep_amt)
) AS total_stmt_amt
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
),
2
) AS statement_premium,
COALESCE(
(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt), 0
) -
COALESCE(
(
SELECT
SUM(co_share_stmt_details.actual_bp_amt) +
SUM(co_share_stmt_details.actual_tp_amt) +
SUM(co_share_stmt_details.actual_tep_amt)
FROM
co_share_stmt_details
JOIN
insurer_statements
ON
co_share_stmt_details.statement_id = insurer_statements.id
AND insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
), 0
) AS premium_variance_amt,
ROUND(
(
SELECT
(
SUM(co_share_stmt_details.actual_bp_brokerage_amt) + SUM(co_share_stmt_details.actual_tp_brokerage_amt) + SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
) AS total_irda_amt
FROM
co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
),
2
) AS statement_amount,
ROUND(
pt_co_share_details.exp_amt -
(
SELECT
(
SUM(co_share_stmt_details.actual_bp_brokerage_amt) +
SUM(co_share_stmt_details.actual_tp_brokerage_amt) +
SUM(co_share_stmt_details.actual_tep_brokerage_amt) + SUM(co_share_stmt_details.reward)
)
FROM co_share_stmt_details
JOIN insurer_statements
ON co_share_stmt_details.statement_id = insurer_statements.id and insurer_statements.is_active = 1
WHERE
co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
),
2
) AS variance_amt,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('client_branch', 'client_branch.id = policy_transaction.client_branch_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1)
// ->where('insurer_statements.is_active',1);
// ->having('variance_amt IS NOT NULL')
// ->having('variance_amt !=',0)
// ->having('premium_variance_amt IS NOT NULL')
// ->having('premium_variance_amt !=',0);
// ->group_start()
->having('variance_amt IS NOT NULL')
->orHaving('variance_amt !=', 0)
->having('premium_variance_amt IS NOT NULL')
->orHaving('premium_variance_amt !=', 0);
// ->group_end();
// ->where('pt_co_share_details.actual_bp_brokerage_amt IS NOT NULL AND pt_co_share_details.actual_bp_brokerage_amt != 0');
// ->where('pt_co_share_details.variance IS NOT NULL')
// ->where('pt_co_share_details.variance !=', 0);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($client_branch_id != 0) {
$builder->where('policy_transaction.client_branch_id', $client_branch_id);
}
if ($insurer_branch_id != 0) {
$builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
}
if ($client_policy_id != 0) {
$builder->where('policy_transaction.client_policy_id', $client_policy_id);
}
$builder->orderBy('policy_transaction.id', 'desc');
$return_data = $builder->get()->getResultArray();
// dd(db_connect()->getLastQuery());
return $return_data;
}
public function getBusinessReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$dateThreshold = date('Y-m-d H:i:s', strtotime("- 3 days"));
$builder = $this->db->table('policy_transaction')
->select([
'policy_transaction.id AS policy_trns_id',
'clients.client_name',
'insurers.name AS insurer_name',
'policy_type.policy_type',
'policy_transaction.endorsement_no',
"CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type",
'policy_transaction.action_type as action_type_full',
'pt_co_share_details.bp_amt',
'pt_co_share_details.tp_amt',
'pt_co_share_details.tep_amt',
'policy_transaction.status',
'CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ""
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no'
])
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join(
'(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
FROM policy_transaction_status
WHERE is_active = 1
GROUP BY policy_tran_id) th',
'policy_transaction.id = th.policy_tran_id'
)
->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
->where('policy_transaction.is_active', 1)
->where("policy_transaction.status is not null", null, false)
->whereNotIn("policy_transaction.status", ['completed'])
// ->where('policy_transaction.status', 'completed')
->where('(pt_co_share_details.bp_amt IS NULL OR pt_co_share_details.bp_amt = 0)', null, false);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
$builder->orderBy('policy_transaction.id', 'desc');
// echo $builder->getCompiledSelect();
// exit;
$returnData = $builder->get()->getResultArray();
// dd($returnData);
return $returnData;
}
public function getFinanceReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$dateThreshold = date('Y-m-d H:i:s', strtotime("-90 days"));
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.policy_no,
policy_transaction.endorsement_no,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type,
policy_transaction.action_type AS action_type_full,
pt_co_share_details.exp_amt,
pt_co_share_details.variance,
policy_transaction.status,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join(
'(SELECT policy_tran_id, MAX(created_at) AS last_policy_status_change,is_active
FROM policy_transaction_status
WHERE is_active = 1
GROUP BY policy_tran_id) th',
'policy_transaction.id = th.policy_tran_id'
)
->where("th.last_policy_status_change <= '{$dateThreshold}'", null, false)
->where('policy_transaction.is_active', 1)
// ->where('policy_transaction.status', 'completed')
->where('COALESCE(pt_co_share_details.agreed_bp_per, 0) + COALESCE(pt_co_share_details.agreed_tp_per, 0) + COALESCE(pt_co_share_details.agreed_tep_per, 0) = 0')
->where('COALESCE(pt_co_share_details.actual_bp_amt, 0) + COALESCE(pt_co_share_details.actual_tp_amt, 0) + COALESCE(pt_co_share_details.actual_tep_amt, 0) = 0')
->where('COALESCE(pt_co_share_details.actual_bp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tp_brokerage_amt, 0) + COALESCE(pt_co_share_details.actual_tep_brokerage_amt, 0) = 0')
->where("policy_transaction.status is not null", null, false)
->whereNotIn("policy_transaction.status", ['completed']);
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getOutstandingReportList_OLD($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $status = 0)
{
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id,
clients.client_name,
insurers.name AS insurer_name,
policy_type.policy_type,
policy_transaction.endorsement_no,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'I'
ELSE 'E'
END AS action_type,
pt_co_share_details.exp_amt,
pt_co_share_details.variance,
insurer_statements.invoice_amount,
insurer_statements.invoice_status,
ROUND((pt_co_share_details.actual_bp_brokerage_amt + pt_co_share_details.actual_tp_brokerage_amt + pt_co_share_details.actual_tep_brokerage_amt), 2) AS realization_amount2,
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds)) AS realization_amount
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
) AS realization_amount,
ROUND(
insurer_statements.invoice_amount -
(
SELECT
(SUM(inv_payment_details.inv_amt) + SUM(inv_payment_details.tds))
FROM
inv_payment_details
WHERE
inv_payment_details.statement_id = insurer_statements.id
AND inv_payment_details.is_active = 1
),
2) AS outstanding_amount,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1)
THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1
THEN CASE
WHEN pt_co_share_details.follower_policy_no IS NULL
OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('insurer_statements', 'pt_co_share_details.statement_id = insurer_statements.id', 'left')
->join('inv_payment_details', 'insurer_statements.id = inv_payment_details.statement_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->where('policy_transaction.is_active', 1);
// Date range filtering
if ($start_date != 0 && $end_date != 0 && $date_type != 0) {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if($date_type == "policy_issue_date"){
$builder->where("pt_co_share_details.pt_policy_issue_date >=", $startDate)
->where("pt_co_share_details.pt_policy_issue_date <=", $endDate);
}else{
$builder->where('policy_transaction.' . $date_type . ' >=', $startDate)
->where('policy_transaction.' . $date_type . ' <=', $endDate);
}
} else {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
// Additional filters
if ($client_id != 0) {
$builder->where('policy_transaction.client_id', $client_id);
}
if ($insurer_id != 0) {
$builder->where('policy_transaction.insurer_id', $insurer_id);
}
if ($policy_type_id != 0) {
$builder->where('client_policy.policy_type_id', $policy_type_id);
}
if ($issuer != 0) {
$builder->where('policy_transaction.issuer', $issuer);
}
if ($status != 0) {
$builder->where('policy_transaction.status', $status);
}
// Filter where outstanding_amount is not null
$builder->having('outstanding_amount IS NOT NULL');
$builder->orderBy('policy_transaction.id', 'desc');
return $builder->get()->getResultArray();
}
public function getOutstandingReportList($start_date = 0, $end_date = 0, $insurer_id = 0, $insurer_branch_id = 0)
{
$builder = $this->db->table('insurer_statements s')
->select('
s.id,
s.insurer_id,
s.branch_id,
ins.short_name,
ib.branch_name,
s.month,
s.line_items,
s.stmt_sno,
s.invoice_status,
s.invoice_date,
s.invoice_no,
s.invoice_amount,
COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0) AS total_paid,
(s.invoice_amount - COALESCE(SUM(p.inv_amt) + SUM(p.tds) + SUM(p.gst), 0)) AS outstanding_amount
')
->join('inv_payment_details p', 's.id = p.statement_id', 'left')
->join('insurers ins', 's.insurer_id = ins.id')
->join('insurer_branch ib', 's.branch_id = ib.id')
->where('s.is_active', 1)
->where('p.is_active', 1)
->groupBy('s.id, s.invoice_no, s.invoice_date, s.invoice_amount')
->having('outstanding_amount >', 0);
// ->get();
// Date range filtering
if ($start_date != 0 && $end_date != 0) {
$builder->where('s.month >=', $start_date)
->where('s.month <=', $end_date);
}
if ($insurer_id != 0) {
$builder->where('s.insurer_id', $insurer_id);
}
if ($insurer_branch_id != 0) {
$builder->where('s.branch_id', $insurer_branch_id);
}
$builder->orderBy('s.id', 'desc');
return $builder->get()->getResultArray();
}
//function for fetch renewal report data
public function getRenewalReportData($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer_branch = null)
{
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$fromDate = change_date_format($start_date);
$toDate = change_date_format($end_date);
}
$query = $this->db->table('policy_transaction pt')
->select('
pt.*,
c.client_name,
c.short_name AS client_short_name,
c.client_type,
policy_type.policy_type,
i.name as insurer_name,
ib.branch_name as insurer_branch_name,
vehicle.vehicle_no,
leads.status as lead_status
')
->join('clients c', 'pt.client_id = c.id', 'left')
->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
->where('pt.renewal_date >=', $fromDate)
->where('pt.renewal_date <=', $toDate)
->where('pt.is_active', 1)
->where('pt_co.is_active', 1)
->where('pt.action_type', "inception")
->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");
// Apply filters if parameters are provided
if (!empty($client_type)) {
$query->where('c.client_type', $client_type);
}
if (!empty($client)) {
$query->where('pt.client_id', $client);
}
if (!empty($issuer_branch)) { // Corrected condition to check $issuer
$query->where('pt.issuer_branch', $issuer_branch);
}
$query->groupBy('pt.id');
$query->orderBy('pt.id', 'DESC');
// Fetch and return results
$results = $query->get()->getResultArray();
// print($this->db->getLastQuery()); die;
return $results;
}
/**
* Candidates for policy_transaction renewal reminder cron.
*
* @param string $dateField Whitelisted column: renewal_date | policy_end_date
* @param int|string|int[] $daysBefore Comma-separated or list of offsets (negative = days after due)
* @param int[] $clientTypes Client type ids (1=Group, 2=Individual)
* @param bool $includeOverdue When true, also include rows where dateField < today
* @return array
*/
public function getRenewalReminderCandidates(
string $dateField,
$daysBefore,
array $clientTypes,
bool $includeOverdue = false
): array {
$allowedDateFields = ['renewal_date', 'policy_end_date'];
if (! in_array($dateField, $allowedDateFields, true)) {
$dateField = 'renewal_date';
}
$clientTypes = array_values(array_unique(array_filter(array_map('intval', $clientTypes), static function ($type) {
return $type > 0;
})));
if (empty($clientTypes)) {
return [];
}
$offsets = $this->normalizeReminderOffsets($daysBefore);
$today = date('Y-m-d');
$targetDates = $this->reminderTargetDates($offsets, $today);
$column = 'pt.' . $dateField;
$query = $this->db->table('policy_transaction pt')
->select("
pt.id,
pt.policy_no,
pt.client_id,
pt.client_branch_id,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_date,
c.client_name,
c.short_name AS client_short_name,
c.client_type,
c.email AS client_email,
c.common_mails,
policy_type.policy_type,
i.name AS insurer_name,
DATEDIFF({$column}, CURDATE()) AS reminder_offset,
CASE WHEN {$column} < '{$today}' THEN 1 ELSE 0 END AS is_overdue
")
->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('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
->where('pt.is_active', 1)
->where('pt.action_type', 'inception')
->whereIn('c.client_type', $clientTypes);
$this->applyRenewalReminderCandidateFilters($query, $column, $targetDates, $today, $includeOverdue);
$query->groupBy('pt.id')
->orderBy('pt.id', 'DESC');
return $query->get()->getResultArray();
}
/**
* Explain why renewal reminder candidates may be empty (for dry-run diagnostics).
*
* @param int|string|int[] $daysBefore
* @param int[] $clientTypes
* @return array<string, mixed>
*/
public function diagnoseRenewalReminderCandidates(
string $dateField,
$daysBefore,
array $clientTypes,
bool $includeOverdue = false
): array {
$allowedDateFields = ['renewal_date', 'policy_end_date'];
if (! in_array($dateField, $allowedDateFields, true)) {
$dateField = 'renewal_date';
}
$clientTypes = array_values(array_unique(array_filter(array_map('intval', $clientTypes), static function ($type) {
return $type > 0;
})));
$offsets = $this->normalizeReminderOffsets($daysBefore);
$today = date('Y-m-d');
$targetDates = $this->reminderTargetDates($offsets, $today);
$column = 'pt.' . $dateField;
$targetLabel = implode(', ', $targetDates);
$base = function () {
return $this->db->table('policy_transaction pt')
->join('clients c', 'pt.client_id = c.id', 'left')
->where('pt.is_active', 1)
->where('pt.action_type', 'inception');
};
$countRetailActive = 0;
$countAfterClientType = 0;
$countAfterStatus = 0;
$countAfterNotRenewedExists = 0;
$countExactTargetDate = 0;
$countOverdue = 0;
$countFinal = 0;
$nearestSample = [];
if (! empty($clientTypes)) {
$countRetailActive = (int) $base()
->whereIn('c.client_type', $clientTypes)
->countAllResults();
$countAfterClientType = $countRetailActive;
$countAfterStatus = (int) $base()
->whereIn('c.client_type', $clientTypes)
->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
->countAllResults();
$countAfterNotRenewedExists = (int) $base()
->whereIn('c.client_type', $clientTypes)
->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
->countAllResults();
$countExactTargetDate = (int) $base()
->whereIn('c.client_type', $clientTypes)
->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
->whereIn($column, $targetDates)
->countAllResults();
$countOverdue = (int) $base()
->whereIn('c.client_type', $clientTypes)
->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
->where("{$column} <", $today)
->where("{$column} IS NOT NULL", null, false)
->where("{$column} !=", '0000-00-00')
->countAllResults();
$finalBuilder = $base()
->whereIn('c.client_type', $clientTypes);
$this->applyRenewalReminderCandidateFilters($finalBuilder, $column, $targetDates, $today, $includeOverdue);
$countFinal = (int) $finalBuilder->countAllResults();
$from = $today;
$to = date('Y-m-d', strtotime('+60 days'));
$nearestSample = $base()
->select("pt.id, pt.policy_no, c.client_name, c.email AS client_email, pt.renewal_date, pt.policy_end_date, pt.renewal_status, {$column} AS match_date, DATEDIFF({$column}, CURDATE()) AS reminder_offset")
->whereIn('c.client_type', $clientTypes)
->where("IFNULL(pt.renewal_status, '') !=", 'renewed')
->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)")
->where("{$column} >=", $from)
->where("{$column} <=", $to)
->orderBy($column, 'ASC')
->limit(10)
->get()
->getResultArray();
}
$reasons = [];
if (empty($clientTypes)) {
$reasons[] = 'No clientTypes configured.';
}
if ($countAfterClientType === 0) {
$reasons[] = 'No active inception policies found for configured client type(s).';
} elseif ($countAfterStatus === 0) {
$reasons[] = 'All matching policies already have renewal_status of renewed.';
} elseif ($countAfterNotRenewedExists === 0) {
$reasons[] = 'All remaining policies already have an active renewed policy linked via source_client_policy_id.';
} elseif (! $includeOverdue && $countExactTargetDate === 0) {
$reasons[] = "No policies have {$dateField} equal to any target date ({$targetLabel}) for offsets [" . implode(', ', $offsets) . '].';
if ($countOverdue > 0) {
$reasons[] = "There are {$countOverdue} overdue policies that would be included if includeOverdue=true, or if a negative offset matches today.";
}
} elseif ($includeOverdue && $countFinal === 0) {
$reasons[] = "No policies match target dates ({$targetLabel}) or overdue (< {$today}) on {$dateField}.";
}
if (empty($reasons) && $countFinal === 0) {
$reasons[] = 'No candidates matched the current filters.';
}
return [
'today' => $today,
'target_date' => $targetDates[0] ?? null,
'target_dates' => $targetDates,
'date_field' => $dateField,
'days_before' => $offsets,
'include_overdue' => $includeOverdue,
'client_types' => $clientTypes,
'counts' => [
'active_inception_for_client_types' => $countAfterClientType,
'after_excluding_renewed' => $countAfterStatus,
'after_excluding_already_renewed_policy' => $countAfterNotRenewedExists,
'exact_target_date_matches' => $countExactTargetDate,
'overdue_matches' => $countOverdue,
'final_candidates' => $countFinal,
],
'reasons' => $reasons,
'nearest_upcoming_sample_60_days' => $nearestSample,
'hint' => $includeOverdue
? 'Candidates = any configured offset date OR overdue on selected date field.'
: "Candidates require {$dateField} IN ({$targetLabel}). Negative offsets send after the due date. Change daysBefore in Mail Config.",
];
}
/**
* Mark a policy as mailed for the current reminder offset.
*/
public function markRenewalReminderSent(int $ptId, ?int $offset = null): bool
{
$data = ['renewal_status' => 'renewal_mail_send'];
if ($offset !== null && $this->hasRenewalLastReminderOffsetColumn()) {
$data['renewal_last_reminder_offset'] = $offset;
}
return (bool) $this->update($ptId, $data);
}
/**
* @param int|string|int[] $daysBefore
* @return int[]
*/
private function normalizeReminderOffsets($daysBefore): array
{
return \Config\PtRenewalReminderConfig::parseDaysBeforeList($daysBefore);
}
/**
* @param int[] $offsets
* @return string[]
*/
private function reminderTargetDates(array $offsets, string $today): array
{
$dates = [];
foreach ($offsets as $offset) {
$dates[] = date('Y-m-d', strtotime($today . ' ' . sprintf('%+d days', (int) $offset)));
}
return array_values(array_unique($dates));
}
private function hasRenewalLastReminderOffsetColumn(): bool
{
static $exists = null;
if ($exists === null) {
$exists = $this->db->fieldExists('renewal_last_reminder_offset', $this->table);
}
return $exists;
}
/**
* @param object $query Query builder
* @param string[] $targetDates
*/
private function applyRenewalReminderCandidateFilters(
$query,
string $column,
array $targetDates,
string $today,
bool $includeOverdue
): void {
$query->where("NOT EXISTS (SELECT 1 FROM policy_transaction p2 WHERE p2.source_client_policy_id = pt.client_policy_id AND p2.is_active = 1)");
if ($this->hasRenewalLastReminderOffsetColumn()) {
$query->where("IFNULL(pt.renewal_status, '') !=", 'renewed');
$offsetSkip = "(pt.renewal_last_reminder_offset IS NULL OR pt.renewal_last_reminder_offset != DATEDIFF({$column}, CURDATE()))";
if ($includeOverdue) {
$query->groupStart()
->groupStart()
->whereIn($column, $targetDates)
->where($offsetSkip, null, false)
->groupEnd()
->orGroupStart()
->where("{$column} <", $today)
->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'reminded')", null, false)
->where('pt.renewal_last_reminder_offset', null)
->groupEnd()
->groupEnd();
} else {
$query->whereIn($column, $targetDates)
->where($offsetSkip, null, false);
}
return;
}
$query->where("IFNULL(pt.renewal_status, '') NOT IN ('renewal_mail_send', 'renewed', 'reminded')", null, false);
if ($includeOverdue) {
$query->groupStart()
->whereIn($column, $targetDates)
->orWhere("{$column} <", $today)
->groupEnd();
} else {
$query->whereIn($column, $targetDates);
}
}
/**
* Server-side DataTables list for Retail Policy (individual clients only).
*
* @param int $draw
* @param int $start
* @param int $length
* @param string $search
* @return array{draw:int,recordsTotal:int,recordsFiltered:int,data:array}
*/
public function getRetailPolicyList(int $draw, int $start, int $length, string $search = ''): array
{
$exportAll = $length < 0;
$length = $exportAll ? 0 : ($length > 0 ? $length : 10);
$start = max(0, $start);
$search = trim($search);
$applyBase = static function ($builder) {
return $builder->join('clients c', 'pt.client_id = c.id', 'left')
->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
->where('pt.is_active', 1)
->where('pt.action_type', 'inception')
->where('c.client_type', 2)
->where("IFNULL(pt.renewal_status, '') !=", 'renewed');
};
$applySearch = static function ($builder) use ($search) {
if ($search !== '') {
$builder->groupStart()
->like('pt.policy_no', $search)
->orLike('policy_type.policy_type', $search)
->orLike('c.client_name', $search)
->orLike('c.phone', $search)
->orLike('c.email', $search)
->groupEnd();
}
return $builder;
};
$totalBuilder = $applyBase($this->db->table('policy_transaction pt'));
$recordsTotal = (int) $totalBuilder->countAllResults();
$filteredBuilder = $applySearch($applyBase($this->db->table('policy_transaction pt')));
$recordsFiltered = (int) $filteredBuilder->countAllResults();
$dataBuilder = $applySearch($applyBase($this->db->table('policy_transaction pt')));
$dataBuilder = $dataBuilder
->select('
pt.id,
pt.policy_no,
pt.renewal_date,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_status,
pt.client_id,
c.client_name,
c.phone AS client_mobile,
c.email AS client_email,
policy_type.policy_type
')
->orderBy("CASE WHEN LOWER(IFNULL(pt.renewal_status, '')) IN ('renewal_mail_send', 'reminded') THEN 0 ELSE 1 END", 'ASC', false)
->orderBy('pt.id', 'DESC');
if (! $exportAll) {
$dataBuilder->limit($length, $start);
}
$rows = $dataBuilder->get()->getResultArray();
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $rows,
];
}
public function getRenewalReportDataOld($start_date = null, $end_date = null, $client_type = null, $client = null, $issuer = null)
{
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (!empty($start_date) && !empty($end_date)) {
$fromDate = change_date_format($start_date);
$toDate = change_date_format($end_date);
}
$query = $this->db->table('policy_transaction pt')
->select('
pt.*,
c.client_name,
c.short_name AS client_short_name,
c.client_type,
policy_type.policy_type,
i.name as insurer_name,
ib.branch_name as insurer_branch_name,
vehicle.vehicle_no,
leads.status as lead_status
')
->join('clients c', 'pt.client_id = c.id', 'left')
->join('pt_co_share_details pt_co', 'pt.id = pt_co.pt_id and pt_co.co_share_type = 1', 'left')
->join('insurers i', 'pt_co.insurer_id = i.id', 'left')
->join('insurer_branch ib', 'pt_co.insurer_branch_id = ib.id', 'left')
->join('policy_type', 'pt.policy_type_id = policy_type.id', 'left')
->join('vehicle', 'pt.vehicle_id = vehicle.id and vehicle.is_active = 1', 'left')
->join('leads', 'pt.client_policy_id = leads.source_policy_id and leads.source_policy_id != 0 and leads.is_active = 1', 'left')
->where('pt.policy_end_date >=', $fromDate)
->where('pt.policy_end_date <=', $toDate)
->where('pt.is_active', 1)
->where('pt_co.is_active', 1)
->where('pt.action_type', "inception");
// Apply filters if parameters are provided
if (!empty($client_type)) {
$query->where('c.client_type', $client_type);
}
if (!empty($client)) {
$query->where('pt.client_id', $client);
}
if (!empty($issuer)) { // Corrected condition to check $issuer
$query->where('pt.issuer', $issuer);
}
$query->groupBy('pt.id');
$query->orderBy('pt.id', 'DESC');
// Fetch and return results
$results = $query->get()->getResultArray();
// print($this->db->getLastQuery()); die;
return $results;
}
public function getBDSRenewalData()
{
// Increase GROUP_CONCAT limit
$this->db->query("SET SESSION group_concat_max_len = 1000000;");
// NOT EXISTS avoids a self-join that balloons on large policy_transaction tables.
$sql = "
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
FROM policy_transaction pt
WHERE pt.policy_end_date IS NOT NULL
AND pt.is_active = 1
AND (
pt.policy_end_date < CURDATE()
OR pt.policy_end_date BETWEEN CURDATE() AND (CURDATE() + INTERVAL 1 MONTH)
)
AND NOT EXISTS (
SELECT 1
FROM policy_transaction renewed
WHERE 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
)
";
$result = $this->db->query($sql)->getResultArray();
$row = $result[0] ?? [
'Expired' => 0,
'Renewal Pending' => 0,
'Expired_ids' => null,
'Renewal_Pending_ids' => null,
];
$total = (int) ($row['Expired'] ?? 0) + (int) ($row['Renewal Pending'] ?? 0);
$row['Expired_ids'] = $row['Expired_ids'] ?: [];
$row['Renewal Pending_ids'] = $row['Renewal_Pending_ids'] ?: [];
$row['total'] = $total;
return $row;
}
public function reportBDSNew(
$start_date = 0,
$end_date = 0,
$client_id = 0,
$insurer_id = 0,
$policy_type_id = 0,
$date_type = 0,
$issuer = 0,
$client_branch_id = 0,
$insurer_branch_id = 0,
$client_policy_id = 0,
$user_id = 0,
$where = []
)
{
$date_condition = '';
// ==============================
// DATE FILTER FOR STATEMENT MONTH
// ==============================
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$date_condition = "
AND insurer_statements_oq.month >= '{$start_date}'
AND insurer_statements_oq.month <= '{$end_date}'
";
}
// ==============================
// BASE QUERY
// ==============================
// ==============================
// Without Statement Upload
// ==============================
$builder2 = $this->db->table('policy_transaction')
->select("
policy_transaction.id AS id,
policy_transaction.endorsement_no AS endorsement_no,
policy_transaction.ref AS ref,
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT( policy_transaction.policy_issue_date, '%b %Y') AS policy_issue_month,
CASE
WHEN 1 = 1 THEN 'no statement uploaded'
ELSE 'statement uploaded'
END AS statement_uploaded ,
CASE
WHEN clients.client_type = 1 THEN 'Group'
WHEN clients.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
clients.client_name AS client_name,
clients.short_name AS client_short_name,
client_branch.branch_name AS client_branch_name,
client_branch.address1 AS client_address,
policy_type.policy_type,
policy_type.bap,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
insurer_branch.branch_name AS insurer_branch_name,
insurer_branch.branch_code AS insurer_branch_code,
user_profiles.first_name AS user_name,
vehicle.vehicle_no,
tpa.name AS tpa_name,
pt_co_share_details.remark AS remarks,
pt_co_share_details.cop_amt AS bp_amt,
pt_co_share_details.exp_amt,
pt_co_share_details.id AS pt_id,
sales_user.first_name AS salse_person_name,
service_user.first_name AS service_person_name,
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
ROUND(
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
2) AS total_premium,
ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
pt_co_share_details.agreed_bp_per,
-- ==============================
-- SUBQUERY: Total IRDA Amount
-- Alias Agreed Amount ...!!
-- ==============================
ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
-- Reward Only
ROUND(0, 2) AS reward,
-- Billed Amount
ROUND(0, 2) AS billed_amt,
created_user.first_name AS user_name,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1 THEN
CASE
WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
// ==============================
// JOINS
// ==============================
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1)
// ========================================================
// GROUP BY Insurer Statement Months
// =======================================================
// ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ')
;
// ==============================
// ROLE-BASED FILTERS
// ==============================
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$builder2->where('policy_transaction.created_by', get_session_userid());
}
}
// ==============================
// ADDITIONAL FILTERS
// ==============================
if (!empty($where)) {
log_message('info', 'Where condition: ' . json_encode($where));
$builder2->where($where);
}
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder2->where("policy_transaction.{$date_type} >=", $startDate)
->where("policy_transaction.{$date_type} <=", $endDate);
}
// ==============================
// FILTER BY IDs
// ==============================
if ($client_id != 0) $builder2->where('policy_transaction.client_id', $client_id);
if ($insurer_id != 0) $builder2->where('policy_transaction.insurer_id', $insurer_id);
if ($client_branch_id != 0) $builder2->where('policy_transaction.client_branch_id', $client_branch_id);
if ($insurer_branch_id != 0) $builder2->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
if ($client_policy_id != 0) $builder2->where('policy_transaction.client_policy_id', $client_policy_id);
if ($user_id != 0) $builder2->where('policy_transaction.created_by', $user_id);
if ($policy_type_id != 0) $builder2->where('client_policy.policy_type_id', $policy_type_id);
if ($issuer != 0) $builder2->where('policy_transaction.issuer', $issuer);
// ==============================
// DEFAULT 90-DAY FILTER
// ==============================
if (
$client_id == 0 &&
$insurer_id == 0 &&
$policy_type_id == 0 &&
$date_type == 0 &&
$issuer == 0
) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
$builder2->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
}
// ==============================
// With Statement Upload
// ==============================
$builder = $this->db->table('policy_transaction')
->select("
policy_transaction.id AS id,
policy_transaction.endorsement_no AS endorsement_no,
policy_transaction.ref AS ref,
DATE_FORMAT(policy_transaction.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(
IF(insurer_statements_oq.month IS NULL,
policy_transaction.policy_issue_date,
insurer_statements_oq.month
), '%b %Y'
) AS policy_issue_month,
CASE
WHEN insurer_statements_oq.month IS NULL THEN 'no statement uploaded'
ELSE 'statement uploaded'
END AS statement_uploaded ,
CASE
WHEN clients.client_type = 1 THEN 'Group'
WHEN clients.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN policy_transaction.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN policy_transaction.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
clients.client_name AS client_name,
clients.short_name AS client_short_name,
client_branch.branch_name AS client_branch_name,
client_branch.address1 AS client_address,
policy_type.policy_type,
policy_type.bap,
insurers.name AS insurer_name,
insurers.short_name AS insurer_short_name,
insurer_branch.branch_name AS insurer_branch_name,
insurer_branch.branch_code AS insurer_branch_code,
user_profiles.first_name AS user_name,
vehicle.vehicle_no,
tpa.name AS tpa_name,
pt_co_share_details.remark AS remarks,
pt_co_share_details.cop_amt AS bp_amt,
pt_co_share_details.exp_amt,
pt_co_share_details.id AS pt_id,
sales_user.first_name AS salse_person_name,
service_user.first_name AS service_person_name,
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS premium_wo_gst,
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2) AS gst_amount,
ROUND(
ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) +
ROUND((ROUND(pt_co_share_details.cop_amt + pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) * 18 / 100), 2),
2) AS total_premium,
ROUND(pt_co_share_details.cotp_amt + pt_co_share_details.cotep_amt, 2) AS tp_or_ter,
DATEDIFF(policy_transaction.policy_end_date, CURDATE()) AS days,
(pt_co_share_details.agreed_tp_per + pt_co_share_details.agreed_tep_per) AS agreed_tp_or_ter_per,
pt_co_share_details.agreed_bp_per,
-- ==============================
-- SUBQUERY: Total IRDA Amount
-- Alias Agreed Amount ...!!
-- ==============================
ROUND(pt_co_share_details.exp_amt, 2) AS total_irda_amt,
-- Reward Only
ROUND((
SELECT SUM(co_share_stmt_details.reward)
FROM co_share_stmt_details
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND insurer_statements.is_active = 1
AND insurer_statements.month = insurer_statements_oq.month
{$date_condition}
GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
), 2) AS reward,
-- Billed Amount
ROUND((
SELECT SUM(
COALESCE(co_share_stmt_details.actual_bp_brokerage_amt, 0) +
COALESCE(co_share_stmt_details.actual_tp_brokerage_amt, 0) +
COALESCE(co_share_stmt_details.actual_tep_brokerage_amt, 0) +
COALESCE(co_share_stmt_details.reward, 0)
)
FROM co_share_stmt_details
JOIN pt_co_share_details AS pt_table ON co_share_stmt_details.co_share_id = pt_table.id
JOIN insurer_statements ON co_share_stmt_details.statement_id = insurer_statements.id
WHERE co_share_stmt_details.co_share_id = pt_co_share_details.id
AND co_share_stmt_details.is_active = 1
AND pt_table.is_active = 1
AND insurer_statements.is_active = 1
AND insurer_statements.invoice_status IS NOT NULL
AND insurer_statements.month = insurer_statements_oq.month
{$date_condition}
GROUP BY('policy_transaction.policy_no , insurer_statements.month , pt_co_share_details.insurer_id')
), 2) AS billed_amt,
created_user.first_name AS user_name,
CASE
WHEN pt_co_share_details.co_share_type IN (0, 1) THEN policy_transaction.policy_no
WHEN pt_co_share_details.co_share_type > 1 THEN
CASE
WHEN pt_co_share_details.follower_policy_no IS NULL OR pt_co_share_details.follower_policy_no = ''
THEN policy_transaction.policy_no
ELSE pt_co_share_details.follower_policy_no
END
ELSE policy_transaction.policy_no
END AS policy_no
")
// ==============================
// JOINS
// ==============================
->join('pt_co_share_details', 'policy_transaction.id = pt_co_share_details.pt_id', 'left')
->join('clients', 'clients.id = policy_transaction.client_id')
->join('client_branch', 'policy_transaction.client_branch_id = client_branch.id', 'left')
->join('client_policy', 'policy_transaction.client_policy_id = client_policy.id', 'left')
->join('user_profiles', 'policy_transaction.created_by = user_profiles.id', 'left')
->join('vehicle', 'policy_transaction.vehicle_id = vehicle.id', 'left')
->join('policy_type', 'policy_transaction.policy_type_id = policy_type.id', 'left')
->join('insurers', 'pt_co_share_details.insurer_id = insurers.id', 'left')
->join('insurer_branch', 'pt_co_share_details.insurer_branch_id = insurer_branch.id', 'left')
->join('tpa', 'policy_transaction.tpa_id = tpa.id', 'left')
->join('tpa_branch', 'policy_transaction.tpa_branch_id = tpa_branch.id', 'left')
->join('user_profiles AS sales_user', 'policy_transaction.sales_generated_by = sales_user.id', 'left')
->join('user_profiles AS service_user', 'policy_transaction.serviced_by = service_user.id', 'left')
->join('user_profiles AS created_user', 'policy_transaction.created_by = created_user.id', 'left')
->join('co_share_stmt_details', 'pt_co_share_details.id = co_share_stmt_details.co_share_id', 'left')
->join('insurer_statements insurer_statements_oq', 'insurer_statements_oq.id = co_share_stmt_details.statement_id', 'left')
->where('policy_transaction.is_active', 1)
->where('pt_co_share_details.is_active', 1)
->where('co_share_stmt_details.is_active', 1)
->where('insurer_statements_oq.is_active', 1)
->where('insurer_statements_oq.id IS NOT NULL')
// ========================================================
// GROUP BY Insurer Statement Months
// =======================================================
// ->groupBy('policy_transaction.policy_no , pt_co_share_details.insurer_id ,insurer_statements_oq.month')
;
// ==============================
// ROLE-BASED FILTERS
// ==============================
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$builder->where('policy_transaction.created_by', get_session_userid());
}
}
// ==============================
// ADDITIONAL FILTERS
// ==============================
if (!empty($where)) {
log_message('info', 'Where condition: ' . json_encode($where));
$builder->where($where);
}
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
$builder->where("policy_transaction.{$date_type} >=", $startDate)
->where("policy_transaction.{$date_type} <=", $endDate);
}
// JOIN FOR STATEMENT MONTH FILTER
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$startDate = date('Y-m-d', strtotime($start_date));
$endDate = date('Y-m-d', strtotime($end_date));
$builder->join('co_share_stmt_details cssdfilter', 'pt_co_share_details.id = cssdfilter.co_share_id', 'left')
->join('insurer_statements', 'cssdfilter.statement_id = insurer_statements.id', 'left')
->where('insurer_statements.is_active', 1)
->where('insurer_statements.month >=', $startDate)
->where('insurer_statements.month <=', $endDate)
->groupBy('cssdfilter.co_share_id');
}
// ==============================
// FILTER BY IDs
// ==============================
if ($client_id != 0) $builder->where('policy_transaction.client_id', $client_id);
if ($insurer_id != 0) $builder->where('policy_transaction.insurer_id', $insurer_id);
if ($client_branch_id != 0) $builder->where('policy_transaction.client_branch_id', $client_branch_id);
if ($insurer_branch_id != 0) $builder->where('policy_transaction.insurer_branch_id', $insurer_branch_id);
if ($client_policy_id != 0) $builder->where('policy_transaction.client_policy_id', $client_policy_id);
if ($user_id != 0) $builder->where('policy_transaction.created_by', $user_id);
if ($policy_type_id != 0) $builder->where('client_policy.policy_type_id', $policy_type_id);
if ($issuer != 0) $builder->where('policy_transaction.issuer', $issuer);
// ==============================
// DEFAULT 90-DAY FILTER
// ==============================
if (
$client_id == 0 &&
$insurer_id == 0 &&
$policy_type_id == 0 &&
$date_type == 0 &&
$issuer == 0
) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
$builder->where('policy_transaction.created_at >=', $fromDate)
->where('policy_transaction.created_at <=', $toDate);
}
}
$sql1 = $builder2->getCompiledSelect();
$sql2 = $builder->getCompiledSelect();
$finalSql = "(:sql1:) UNION ALL (:sql2:)
ORDER BY policy_no DESC, insurer_branch_name ASC, statement_uploaded ASC,
STR_TO_DATE(policy_issue_month, '%b %Y') ASC";
$binds = ['sql1'=>$sql1,'sql2'=>$sql1];
$result = $this->db->query($finalSql,$binds)->getResultArray();
// dd($this->db->getLastQuery());
return $result;
}
//not in use function due to complexity of query and union, so writing raw query with bindings to avoid sql injection
public function getBDSReportListSingleUnion($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
{
$statement_month_condition = '';
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$statement_month_condition = "
WHERE statement_month >= '" . $start_date . "'
AND statement_month <= '" . $end_date . "'
";
}
$default_date_filter = '';
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
$default_date_filter = "
AND pt.created_at >= '" . $fromDate . "'
AND pt.created_at <= '" . $toDate . "'
";
}
}
$conditions = ""; // start safely
// 1. Role-based restrictions
if (
(!in_array(get_role_id(), [1, 5])) &&
!(
in_array(MANAGEMENT_TEAM_ID, user_team()) ||
in_array(FINANCE_TEAM_ID, user_team()) ||
in_array(BUSINESS_TEAM_ID, user_team())
)
) {
if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
$conditions .= " AND pt.created_by = " . get_session_userid();
}
}
// 2. Dynamic $where array
if (!empty($where)) {
foreach ($where as $column => $value) {
$value = addslashes($value);
$conditions .= " AND `$column` = '$value' ";
}
}
// 3. Date condition (except statement_month)
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if ($date_type === "policy_issue_date") {
$conditions .= " AND pcsd.pt_policy_issue_date >= '$startDate' ";
$conditions .= " AND pcsd.pt_policy_issue_date <= '$endDate' ";
} else {
$conditions .= " AND pt.$date_type >= '$startDate' ";
$conditions .= " AND pt.$date_type <= '$endDate' ";
}
}
// 4. Common filters
if ($client_id != 0) {
$conditions .= " AND pt.client_id = $client_id ";
}
if ($insurer_id != 0) {
$conditions .= " AND pt.insurer_id = $insurer_id ";
}
if ($client_branch_id != 0) {
$conditions .= " AND pt.client_branch_id = $client_branch_id ";
}
if ($insurer_branch_id != 0) {
$conditions .= " AND pt.insurer_branch_id = $insurer_branch_id ";
}
if ($client_policy_id != 0) {
$conditions .= " AND pt.client_policy_id = $client_policy_id ";
}
if ($user_id != 0) {
$conditions .= " AND pt.created_by = $user_id ";
}
if ($policy_type_id != 0) {
$conditions .= " AND pt.policy_type_id = $policy_type_id ";
}
if ($issuer != 0) {
$conditions .= " AND pt.issuer = $issuer ";
}
$sql = "
SELECT * FROM (
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
pt.data_received_date,
pt.endorse_eff_date,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_date,
pt.installment,
nhance_branch.branch_name as nhance_branch,
DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS policy_issue_month,
pt.month as statement_month,
'no statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN pt.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.id as client_id,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.id AS client_branch_id,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.id AS insurer_branch_id,
ib.branch_code AS insurer_branch_code,
created_user.first_name AS user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt, 2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18, 2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18, 2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt, 2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
ROUND(pcsd.exp_amt, 2) AS total_irda_amt,
0.00 AS reward,
0.00 AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1 THEN
IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
0 AS actual_bp_amt,
ROUND(0, 2) AS actual_tp_amt,
0 AS actual_bp_per,
ROUND(0, 2) AS actual_tp_per,
0 AS actual_tep_brokerage_amt,
ROUND(0, 2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
$default_date_filter
$conditions
GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id
UNION ALL
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
pt.data_received_date,
pt.endorse_eff_date,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_date,
pt.installment,
nhance_branch.branch_name as nhance_branch,
DATE_FORMAT(pt.policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
insq.month as statement_month,
'statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN
IFNULL(cssd.actual_tep_brokerage_amt, 0) = 0
AND IFNULL(cssd.actual_tp_brokerage_amt, 0) = 0
AND IFNULL(cssd.actual_bp_brokerage_amt, 0) = 0
AND IFNULL(cssd.reward, 0) != 0
THEN 'Rewards'
WHEN pt.action_type = 'inception'
THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.id as client_id,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.id AS client_branch_id,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.id AS insurer_branch_id,
ib.branch_code AS insurer_branch_code,
created_user.first_name as user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
CASE
WHEN insq.month = pt.month THEN pcsd.exp_amt
ELSE 0
END AS total_irda_amt_2,
COALESCE((
SELECT SUM(cs.reward)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS reward,
COALESCE((
SELECT SUM(
COALESCE(cs.actual_bp_brokerage_amt,0) +
COALESCE(cs.actual_tp_brokerage_amt,0) +
COALESCE(cs.actual_tep_brokerage_amt,0) +
COALESCE(cs.reward,0)
)
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE cs.co_share_id = pcsd.id
AND i.invoice_status IS NOT NULL
AND i.month = insq.month
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY pt.policy_no, i.month, pcsd.insurer_id
),0) AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1
THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
cssd.actual_bp_amt,
ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,
cssd.actual_bp_per,
ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,
cssd.actual_tep_brokerage_amt,
ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN client_policy cp ON pt.client_policy_id = cp.id
LEFT JOIN user_profiles up ON pt.created_by = up.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN tpa_branch tb ON pt.tpa_branch_id = tb.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
AND insq.is_active = 1
$default_date_filter
$conditions
GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id, insq.month
) AS final_result
$statement_month_condition
-- GROUP BY statement_month, insurer_name, policy_no
-- WHERE id = 6063
ORDER BY
id DESC,
policy_no ASC,
insurer_branch_name ASC,
statement_uploaded ASC,
statement_month ASC,
STR_TO_DATE(policy_issue_month, '%b %Y') ASC
";
$query = $this->db->query($sql);
$result = $query->getResultArray();
// dd($result);
// dd($this->db->getLastQuery());
$keys = [];
$filtered = [];
foreach ($result as $row) {
$endorsement_number = "-";
if(!empty($row['endorsement_no'])){
$endorsement_number = $row['endorsement_no'];
}
$key = $row['statement_month'].'|'.$row['insurer_name'].'|'.$row['policy_no'] . '|' . $endorsement_number;
// If uploaded record exists, always keep it and override previous
if ($row['statement_uploaded'] === 'statement uploaded') {
$filtered[$key] = $row; // overwrite no-statement row if it exists
$keys[$key] = true;
}
// Keep "no statement uploaded" only if uploaded one not added yet
elseif (!isset($keys[$key])) {
$filtered[$key] = $row;
}
}
$result = array_values($filtered);
// dd($result);
// $runningBilled = [];
// $totalIrdaMap = [];
// $final = [];
// foreach ($result as $row) {
// $ptId = $row['pt_id'];
// // Store total_irda_amt only once (first non-zero value)
// if (!isset($totalIrdaMap[$ptId]) && $row['total_irda_amt'] > 0) {
// $totalIrdaMap[$ptId] = $row['total_irda_amt'];
// }
// // Initialize running sum
// if (!isset($runningBilled[$ptId])) {
// $runningBilled[$ptId] = 0;
// }
// // Add billed amount to running total
// $runningBilled[$ptId] += (float)$row['billed_amt'];
// // Calculate unbilled amount
// $row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - $runningBilled[$ptId];
// $final[] = $row;
// }
$totalBilled = [];
$totalIrdaMap = [];
foreach ($result as $row) {
$key = $row['pt_id'].'-'.$row['insurer_id'];
// Sum billed amount
$totalBilled[$key] = ($totalBilled[$key] ?? 0)
+ (float) ($row['billed_amt'] ?? 0);
// Store total_irda_amt once
if (!isset($totalIrdaMap[$key]) && ($row['total_irda_amt'] ?? 0) > 0) {
$totalIrdaMap[$key] = (float) $row['total_irda_amt'];
}
}
$ptSeen = [];
$final = [];
foreach ($result as $row) {
$ptId = $row['pt_id'].'-'.$row['insurer_id'];
if (!isset($ptSeen[$ptId])) {
// First entry → set unbilled amount
$row['unbilled_amount'] = ($totalIrdaMap[$ptId] ?? 0) - ($totalBilled[$ptId] ?? 0);
$ptSeen[$ptId] = true;
} else {
// Other entries → zero
$row['unbilled_amount'] = 0;
}
$final[] = $row;
}
$result = $final;
// print_rr($result); die;
return $result;
}
public function getBDSReportList($start_date = 0, $end_date = 0, $client_id = 0, $insurer_id = 0, $policy_type_id = 0, $date_type = 0, $issuer = 0, $client_branch_id = 0, $insurer_branch_id = 0, $client_policy_id = 0, $user_id = 0, $where = [])
{
$client_id = (int)$client_id;
$insurer_id = (int)$insurer_id;
$policy_type_id = (int)$policy_type_id;
$client_branch_id = (int)$client_branch_id;
$insurer_branch_id = (int)$insurer_branch_id;
$client_policy_id = (int)$client_policy_id;
$user_id = (int)$user_id;
$issuer = (int)$issuer;
$whereAdded = false;
$statement_month_condition = '';
if ($date_type == 'statement_month' && $start_date != 0 && $end_date != 0) {
$statement_month_condition = "
WHERE statement_month >= '" . $start_date . "'
AND statement_month <= '" . $end_date . "'
";
$whereAdded = true;
}
$default_date_filter = '';
if ($client_id == 0 && $insurer_id == 0 && $policy_type_id == 0 && $date_type == 0 && $issuer == 0) {
$fromDate = date('Y-m-d', strtotime('-90 days'));
$toDate = date('Y-m-d 23:59:59');
if (empty($where)) {
$default_date_filter = "
AND pt.created_at >= '" . $fromDate . "'
AND pt.created_at <= '" . $toDate . "'
";
}
}
$conditions = ""; // start safely
// 1. Role-based restrictions
// if (
// (!in_array(get_role_id(), [1, 5])) &&
// !(
// in_array(MANAGEMENT_TEAM_ID, user_team()) ||
// in_array(FINANCE_TEAM_ID, user_team()) ||
// in_array(BUSINESS_TEAM_ID, user_team())
// )
// ) {
// if (get_role_id() == 4 && in_array(POS_TEAM_ID, user_team())) {
// $conditions .= " AND pt.created_by = " . get_session_userid();
// }
// }
if ((!in_array(get_role_id(), [1, 5]))) {
if (in_array(POS_TEAM_ID, user_team())) {
$conditions .= " AND pt.created_by = " . get_session_userid();
}
}
// 2. Dynamic $where (string SQL fragment or column => value map)
if (!empty($where)) {
if (is_string($where)) {
$conditions .= ' AND ' . $where . ' ';
} else {
foreach ($where as $column => $value) {
$value = addslashes($value);
$conditions .= " AND `$column` = '$value' ";
}
}
}
// 3. Date condition (except statement_month)
if ($start_date != 0 && $end_date != 0 && $date_type != 0 && $date_type != 'statement_month') {
$this->validateDateType($date_type);
$startDate = date('Y-m-d 00:00:00', strtotime($start_date));
$endDate = date('Y-m-d 23:59:59', strtotime($end_date));
if ($date_type === "policy_issue_date") {
$conditions .= " AND pcsd.pt_policy_issue_date >= '$startDate' ";
$conditions .= " AND pcsd.pt_policy_issue_date <= '$endDate' ";
} else if ($date_type === "created_at") {
$conditions .= " AND pt.created_at <= '$endDate' ";
} else {
$conditions .= " AND pt.$date_type >= '$startDate' ";
$conditions .= " AND pt.$date_type <= '$endDate' ";
}
}
// 4. Common filters
if ($client_id != 0) {
$conditions .= " AND pt.client_id = $client_id ";
}
if ($insurer_id != 0) {
$conditions .= " AND pcsd.insurer_id = $insurer_id ";
}
if ($client_branch_id != 0) {
$conditions .= " AND pt.client_branch_id = $client_branch_id ";
}
if ($insurer_branch_id != 0) {
$conditions .= " AND pcsd.insurer_branch_id = $insurer_branch_id ";
}
if ($client_policy_id != 0) {
$conditions .= " AND pt.client_policy_id = $client_policy_id ";
}
if ($user_id != 0) {
$conditions .= " AND pt.created_by = $user_id ";
}
if ($policy_type_id != 0) {
$conditions .= " AND pt.policy_type_id = $policy_type_id ";
}
if ($issuer != 0) {
$conditions .= " AND pt.issuer = $issuer ";
}
$main_conditions = '';
$addCondition = static function (&$main_conditions, &$whereAdded, $condition) {
if (!$whereAdded) {
$main_conditions .= " WHERE $condition ";
$whereAdded = true;
} else {
$main_conditions .= " AND $condition ";
}
};
// 4. Common filters
if ($client_id != 0) {
$addCondition($main_conditions, $whereAdded, "client_id = $client_id");
}
if ($insurer_id != 0) {
$addCondition($main_conditions, $whereAdded, "insurer_id = $insurer_id");
}
if ($client_branch_id != 0) {
$addCondition($main_conditions, $whereAdded, "client_branch_id = $client_branch_id");
}
if ($insurer_branch_id != 0) {
$addCondition($main_conditions, $whereAdded, "insurer_branch_id = $insurer_branch_id");
}
$sql = "
SELECT * FROM (
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
pt.data_received_date,
pt.endorse_eff_date,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_date,
pt.installment,
nhance_branch.branch_name as nhance_branch,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS policy_issue_month,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%b %Y') AS statement_year_month,
pcsd.pt_policy_issue_date as statement_month,
'no statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN pt.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.id as client_id,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.id AS client_branch_id,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.id AS insurer_branch_id,
ib.branch_code AS insurer_branch_code,
created_user.first_name AS user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt, 2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18, 2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18, 2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt, 2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
ROUND(pcsd.exp_amt, 2) AS total_irda_amt,
0.00 AS reward,
0.00 AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1 THEN
IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
0 AS actual_bp_amt,
ROUND(0, 2) AS actual_tp_amt,
0 AS actual_bp_per,
ROUND(0, 2) AS actual_tp_per,
0 AS actual_tep_brokerage_amt,
ROUND(0, 2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty,
'first' as query
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
$default_date_filter
$conditions
GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id
UNION ALL
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
pt.data_received_date,
pt.endorse_eff_date,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_date,
pt.installment,
nhance_branch.branch_name as nhance_branch,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
DATE_FORMAT(insq.month, '%b %Y') AS statement_year_month,
insq.month as statement_month,
'statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN pt.action_type = 'inception' THEN 'Policy'
ELSE 'Endorsement'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.id as client_id,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.id AS client_branch_id,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.id AS insurer_branch_id,
ib.branch_code AS insurer_branch_code,
created_user.first_name as user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
CASE
WHEN DATE_FORMAT(insq.month, '%Y-%m') = DATE_FORMAT(pcsd.pt_policy_issue_date, '%Y-%m') THEN pcsd.exp_amt
ELSE 0
END AS total_irda_amt_2,
0 AS reward,
COALESCE(MAX(bds_billed.billed_amt), 0) AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1
THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
cssd.actual_bp_amt,
ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,
cssd.actual_bp_per,
ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,
cssd.actual_tep_brokerage_amt,
ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty,
'second' as query
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
INNER JOIN (
SELECT
cs.co_share_id,
i.month,
SUM(
COALESCE(cs.actual_bp_brokerage_amt, 0) +
COALESCE(cs.actual_tp_brokerage_amt, 0) +
COALESCE(cs.actual_tep_brokerage_amt, 0)
) AS billed_amt
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE i.invoice_status IS NOT NULL
AND i.is_active = 1
AND cs.is_active = 1
GROUP BY cs.co_share_id, i.month
HAVING billed_amt <> 0
) bds_billed ON bds_billed.co_share_id = pcsd.id
AND bds_billed.month = insq.month
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
AND insq.is_active = 1
$default_date_filter
$conditions
GROUP BY pt.policy_no, pt.endorsement_no, pcsd.insurer_id, insq.month
UNION ALL
SELECT
pt.id AS id,
pt.endorsement_no,
pt.ref,
pt.data_received_date,
pt.endorse_eff_date,
pt.policy_start_date,
pt.policy_end_date,
pt.renewal_date,
pt.installment,
nhance_branch.branch_name as nhance_branch,
DATE_FORMAT(pcsd.pt_policy_issue_date, '%d %b %Y') AS policy_issue_date,
DATE_FORMAT(IF(insq.month IS NULL, pcsd.pt_policy_issue_date, insq.month),'%b %Y') AS policy_issue_month,
DATE_FORMAT(insq.month, '%b %Y') AS statement_year_month,
insq.month as statement_month,
'statement uploaded' AS statement_uploaded,
CASE
WHEN c.client_type = 1 THEN 'Group'
WHEN c.client_type = 2 THEN 'Retail'
ELSE '-'
END AS client_type,
CASE
WHEN pt.revenue_type = 'NA' THEN 'Fresh'
ELSE 'Renewal'
END AS revenue_type,
CASE
WHEN IFNULL(cssd.reward,0) <> 0 THEN 'Rewards'
ELSE 'Rewards'
END AS action_type,
pt.action_type as action_type_string,
c.client_name,
c.id as client_id,
c.short_name AS client_short_name,
cb.branch_name AS client_branch_name,
cb.id AS client_branch_id,
cb.address1 AS client_address,
ptype.policy_type,
ptype.bap,
ins.id AS insurer_id,
ins.name AS insurer_name,
ins.short_name AS insurer_short_name,
ib.branch_name AS insurer_branch_name,
ib.id AS insurer_branch_id,
ib.branch_code AS insurer_branch_code,
created_user.first_name as user_name,
v.vehicle_no,
tpa.name AS tpa_name,
pcsd.remark AS remarks,
pcsd.cop_amt AS bp_amt,
pcsd.exp_amt,
pcsd.id AS pt_id,
su.first_name AS salse_person_name,
se.first_name AS service_person_name,
ROUND(pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt,2) AS premium_wo_gst,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 0.18,2) AS gst_amount,
ROUND((pcsd.cop_amt + pcsd.cotp_amt + pcsd.cotep_amt) * 1.18,2) AS total_premium,
ROUND(pcsd.cotp_amt + pcsd.cotep_amt,2) AS tp_or_ter,
DATEDIFF(pt.policy_end_date, CURDATE()) AS days,
(pcsd.agreed_tp_per + pcsd.agreed_tep_per) AS agreed_tp_or_ter_per,
0 AS total_irda_amt_2,
COALESCE(bds_reward.reward, 0) AS reward,
0 AS billed_amt,
CASE
WHEN pcsd.co_share_type IN (0,1) THEN pt.policy_no
WHEN pcsd.co_share_type > 1
THEN IFNULL(NULLIF(pcsd.follower_policy_no,''), pt.policy_no)
ELSE pt.policy_no
END AS policy_no,
CASE
WHEN pt.co_share = 1 THEN 'Yes'
ELSE 'No'
END AS co_share,
CASE
WHEN pt.bro_payable_by = 1 THEN 'Yes'
ELSE 'No'
END AS bro_payable_by,
pcsd.non_comm_per_amt,
pcsd.bp_igst,
pcsd.bp_sgst,
pcsd.bp_cgst,
pcsd.agreed_bp_per,
ROUND(pcsd.agreed_tp_per + pcsd.agreed_tep_per,2) AS agreed_tp_per,
pcsd.standerd_bp_per,
ROUND(pcsd.standerd_tp_per + pcsd.standerd_tep_per,2) AS standerd_tp_per,
cssd.actual_bp_amt,
ROUND(cssd.actual_tp_amt + cssd.actual_tep_amt,2) AS actual_tp_amt,
cssd.actual_bp_per,
ROUND(cssd.actual_tp_per + cssd.actual_tep_per,2) AS actual_tp_per,
cssd.actual_tep_brokerage_amt,
ROUND(cssd.actual_tp_brokerage_amt + cssd.actual_bp_brokerage_amt,2) AS actual_tp_brokerage_amt,
service_branch.branch_name as service_branch,
salse_manager.first_name as salse_manager_name,
service_manager.first_name as service_manager_name,
cd_master.cd_ac_no,
pt.rollover_date,
pt.policy_holder_name,
CASE
WHEN pt.same_as_proposer = 1 THEN 'Yes'
ELSE 'No'
END AS same_as_proposer,
pcsd.follower_policy_no,
pcsd.co_share_per,
pcsd.stamp_duty,
'third' as query
FROM policy_transaction pt
LEFT JOIN pt_co_share_details pcsd ON pt.id = pcsd.pt_id
LEFT JOIN co_share_stmt_details cssd ON pcsd.id = cssd.co_share_id
LEFT JOIN insurer_statements insq ON cssd.statement_id = insq.id
INNER JOIN (
SELECT
cs.co_share_id,
i.month,
SUM(cs.reward) AS reward
FROM co_share_stmt_details cs
JOIN insurer_statements i ON cs.statement_id = i.id
WHERE i.is_active = 1
AND cs.is_active = 1
GROUP BY cs.co_share_id, i.month
HAVING reward <> 0
) bds_reward ON bds_reward.co_share_id = pcsd.id
AND bds_reward.month = insq.month
JOIN clients c ON c.id = pt.client_id
LEFT JOIN client_branch cb ON pt.client_branch_id = cb.id
LEFT JOIN vehicle v ON pt.vehicle_id = v.id
LEFT JOIN policy_type ptype ON pt.policy_type_id = ptype.id
LEFT JOIN insurers ins ON pcsd.insurer_id = ins.id
LEFT JOIN insurer_branch ib ON pcsd.insurer_branch_id = ib.id
LEFT JOIN tpa ON pt.tpa_id = tpa.id
LEFT JOIN user_profiles su ON pt.sales_generated_by = su.id
LEFT JOIN user_profiles se ON pt.serviced_by = se.id
LEFT JOIN user_profiles created_user ON pt.created_by = created_user.id
LEFT JOIN nhance_branch ON pt.issuer_branch = nhance_branch.id
LEFT JOIN nhance_branch service_branch ON pt.service_person_branch_id = service_branch.id
LEFT JOIN user_profiles salse_manager ON pt.salse_person_manager_id = salse_manager.id
LEFT JOIN user_profiles service_manager ON pt.service_person_manager_id = service_manager.id
LEFT JOIN cd_master ON pt.cd_ac_pk = cd_master.id
WHERE pt.is_active = 1
AND pcsd.is_active = 1
AND cssd.is_active = 1
AND insq.is_active = 1
$default_date_filter
$conditions
) AS final_result
$statement_month_condition
$main_conditions
-- GROUP BY statement_month, insurer_name, policy_no
-- WHERE id = 6143
ORDER BY
id DESC,
policy_no ASC,
insurer_branch_name ASC,
statement_uploaded ASC,
statement_month ASC,
STR_TO_DATE(policy_issue_month, '%b %Y') ASC
";
$query = $this->db->query($sql);
$result = $query->getResultArray();
return $this->processBDSReportResults($result);
}
/**
* Post-process raw BDS report rows (dedup, rewards, unbilled amounts).
*/
public function processBDSReportResults(array $result): array
{
$keys = [];
$filtered = [];
foreach ($result as $row) {
$endorsement_number = !empty($row['endorsement_no']) ? $row['endorsement_no'] : '-';
$reward = (float) ($row['reward'] ?? 0);
$billed_amt = (float) ($row['billed_amt'] ?? 0);
if ($reward == 0.00 && $billed_amt == 0.00 && $row['statement_uploaded'] === 'statement uploaded') {
continue;
}
if ($reward > 0 && ($row['billed_amt'] ?? 0) == 0.00) {
$row['total_irda_amt'] = '0.00';
$row['billed_amt'] = $reward;
$rewardFlag = 'R';
} else {
$rewardFlag = 'N';
}
$key = implode('|', [
$row['statement_year_month'],
$row['insurer_name'],
$row['policy_no'],
$endorsement_number,
$rewardFlag,
]);
if ($row['statement_uploaded'] === 'statement uploaded') {
$filtered[$key] = $row;
$keys[$key] = true;
} elseif (!isset($keys[$key])) {
$filtered[$key] = $row;
}
}
$result = array_values($filtered);
$totalBilled = [];
$totalIrdaMap = [];
foreach ($result as $row) {
$key = $row['pt_id'] . '-' . $row['insurer_id'];
$totalBilled[$key] = ($totalBilled[$key] ?? 0) + (float) ($row['billed_amt'] ?? 0);
if (!isset($totalIrdaMap[$key])) {
$totalIrdaMap[$key] = (float) $row['total_irda_amt'];
}
if (($row['reward'] ?? 0) > 0) {
$totalIrdaMap[$key] = ($totalIrdaMap[$key] ?? 0) + (float) $row['reward'];
}
}
$ptSeen = [];
$final = [];
foreach ($result as $row) {
$ptId = $row['pt_id'] . '-' . $row['insurer_id'];
if (!isset($ptSeen[$ptId])) {
$totalIrdaVal = $totalIrdaMap[$ptId] ?? 0;
$totalBilledVal = $totalBilled[$ptId] ?? 0;
$addMinus = false;
if ($totalIrdaVal < 0) {
$totalIrdaVal = abs($totalIrdaVal);
$totalBilledVal = abs($totalBilledVal);
$addMinus = true;
}
$row['unbilled_amount'] = round((float) ($totalIrdaVal - $totalBilledVal), 2);
if ($addMinus) {
$row['unbilled_amount'] = ($row['unbilled_amount'] * -1);
}
$ptSeen[$ptId] = true;
} else {
$row['unbilled_amount'] = '0.00';
}
$final[] = $row;
}
return $final;
}
/**
* Cached processed BDS report list for a given filter set.
* Returns ['rows' => array, 'totals' => array].
*/
public function getCachedBDSReportList(array $filters): array
{
$cacheKey = 'bds_report_v2_' . md5(json_encode($filters));
$cache = \Config\Services::cache();
$cached = $cache->get($cacheKey);
if (is_array($cached) && isset($cached['rows']) && isset($cached['totals'])) {
return $cached;
}
// Legacy cache entries stored raw row arrays — ignore and rebuild.
$processed = $this->getBDSReportList(
$filters['start_date'] ?? 0,
$filters['end_date'] ?? 0,
$filters['client_id'] ?? 0,
$filters['insurer_id'] ?? 0,
$filters['policy_type_id'] ?? 0,
$filters['date_type'] ?? 0,
$filters['issuer'] ?? 0,
$filters['client_branch_id'] ?? 0,
$filters['insurer_branch_id'] ?? 0,
$filters['client_policy_id'] ?? 0,
$filters['user_id'] ?? 0,
$filters['where'] ?? []
);
$payload = [
'rows' => $processed,
'totals' => $this->calculateBDSReportTotals($processed),
];
$cache->save($cacheKey, $payload, 300);
return $payload;
}
/**
* Server-side DataTables payload for BDS report.
*/
public function getBDSReportListDataTable(int $draw, int $start, int $length, string $searchValue, array $filters): array
{
$cached = $this->getCachedBDSReportList($filters);
$allRows = $cached['rows'];
$recordsTotal = count($allRows);
$totals = $cached['totals'];
if ($searchValue !== '') {
$allRows = $this->filterBDSReportRowsBySearch($allRows, $searchValue);
$totals = $this->calculateBDSReportTotals($allRows);
}
$recordsFiltered = count($allRows);
if ($length < 0) {
$length = $recordsFiltered;
}
$pageRows = $length > 0
? array_slice(array_values($allRows), $start, $length)
: array_values($allRows);
return [
'draw' => $draw,
'recordsTotal' => $recordsTotal,
'recordsFiltered' => $recordsFiltered,
'data' => $pageRows,
'totals' => $totals,
];
}
/**
* Global search across BDS report row fields.
*/
public function filterBDSReportRowsBySearch(array $rows, string $searchValue): array
{
$needle = mb_strtolower(trim($searchValue));
if ($needle === '') {
return $rows;
}
// Match DataTables "common search" behavior against primary visible columns.
$searchFields = [
'user_name',
'policy_issue_month',
'client_name',
'action_type',
'policy_type',
'policy_no',
'endorsement_no',
'insurer_branch_name',
];
return array_values(array_filter($rows, static function (array $row) use ($needle, $searchFields) {
foreach ($searchFields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && mb_strpos(mb_strtolower((string) $value), $needle) !== false) {
return true;
}
}
$numericFields = [
'bp_amt', 'tp_or_ter', 'premium_wo_gst', 'total_premium', 'agreed_bp_per',
'agreed_tp_or_ter_per', 'reward', 'total_irda_amt', 'billed_amt', 'unbilled_amount',
];
foreach ($numericFields as $field) {
$value = $row[$field] ?? '';
if ($value !== '' && $value !== null && mb_strpos((string) $value, $needle) !== false) {
return true;
}
}
return false;
}));
}
/**
* Summary totals for BDS report badges (matches client-side footerCallback logic).
*/
public function calculateBDSReportTotals(array $rows): array
{
$totalPremium = 0.0;
$totalRewards = 0.0;
$totalIrda = 0.0;
$totalBilled = 0.0;
$totalUnbilled = 0.0;
foreach ($rows as $row) {
$hasIrda = ((float) ($row['total_irda_amt'] ?? 0)) != 0.0;
$totalPremium += $hasIrda ? (float) ($row['premium_wo_gst'] ?? 0) : 0.0;
$totalRewards += (float) ($row['reward'] ?? 0);
$totalIrda += (float) ($row['total_irda_amt'] ?? 0);
$totalBilled += (float) ($row['billed_amt'] ?? 0);
$totalUnbilled += (float) ($row['unbilled_amount'] ?? 0);
}
$totalIrdaAmt = $totalBilled - $totalRewards;
$totalRevenue = $totalIrdaAmt + $totalRewards;
return [
'total_premium' => number_format($totalPremium, 2, '.', ''),
'total_rewards' => number_format($totalRewards, 2, '.', ''),
'total_irda' => number_format($totalIrdaAmt, 2, '.', ''),
'total_revenue' => number_format($totalRevenue, 2, '.', ''),
'total_billed' => number_format($totalBilled, 2, '.', ''),
'total_unbilled' => number_format($totalUnbilled, 2, '.', ''),
'policy_count' => count($rows),
];
}
}
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