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How it works

This report fetches all Premium data, with the requested criteria, in two parts:

• The first query fetches photo fees only, using the Premium is_photo_fee field

• The second query fetches all the other Premiums, grouped on the district level. The goal is to calculate the following fields, in this order:

  • Registration fees: if there are any registration costs in the Product configuration, they should be paid first:

    • Either this is a one-time lump sum

    • Or this is a fee for each Family member in the Policy.

    • If the premium > the registration fees, then the registration fees are subtracted from the premiums and the remaining amount serves a base calculation for the next steps. Otherwise, the registration fees = the premiums and the other values = 0.

  • Assembly fees: if there is still a remaining amount and there are any assembly costs in the Product configuration, these should be paid second:

    • Either this is a one-time lump sum

    • Or this is a fee for each Family member in the Policy.

    • If the remaining amount > the assembly fees, then the assembly fees are subtracted from the remaining amount and the remaining amount serves a base calculation for the next steps. Otherwise, the assembly fees = the remaining amount and the other values = 0.

  • Contributions: if there is any remaining amount left here, then this amount is the contributions.

Overall totals are calculated, as well as district-level subtotals for each product.