GWM : commissionPayoutReportExport API

This commit is contained in:
Gowtham M 2026-04-18 17:32:59 +05:30
parent e85e9e1d30
commit 5e17a4c2e4
2 changed files with 329 additions and 1 deletions

View File

@ -144,7 +144,7 @@ $routes->group('api', ['filter' => ["jwtAuth:1,2,3,4,agent","appSignature"] ], f
$routes->post('policy/uploadCommissionExcel', 'PolicyController::uploadCommissionExcel');
$routes->post('policy/payoutInilneEditUpdate', 'PolicyController::payoutInilneEditUpdate');
$routes->get('policy/commissionPayoutReport', 'PolicyController::commissionPayoutReport');
$routes->get('policy/commissionPayoutReportExport', 'PolicyController::commissionPayoutReportExport');
//claims
$routes->get('claim/ClaimList', 'ClaimController::ClaimList');
$routes->post('claim/createClaim', 'ClaimController::createClaim');

View File

@ -1754,6 +1754,334 @@ class PolicyController extends ResourceController
}
}
public function commissionPayoutReportExport()
{
try {
// ── 1. Collect & validate filters (same logic as commissionPayoutReport) ──
$fromDate = $this->request->getGet('from_date');
$toDate = $this->request->getGet('to_date');
$agentIdRaw = $this->request->getGet('agent_id');
$payoutRaised = $this->request->getGet('payout_raised');
$fromDate = ($fromDate !== null && $fromDate !== '') ? trim((string) $fromDate) : null;
$toDate = ($toDate !== null && $toDate !== '') ? trim((string) $toDate) : null;
$agentId = null;
if ($agentIdRaw !== null && $agentIdRaw !== '') {
$agentId = (int) $agentIdRaw;
}
if ($payoutRaised !== null && $payoutRaised !== '') {
$payoutRaised = strtolower(trim((string) $payoutRaised));
if (! in_array($payoutRaised, ['yes', 'no', 'all'], true)) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'payout_raised must be yes, no, or all',
], 400);
}
} else {
$payoutRaised = null;
}
$hasDateFilter = $fromDate !== null || $toDate !== null;
$hasPayoutFilter = $payoutRaised !== null;
if (! $hasDateFilter && $agentId === null && ! $hasPayoutFilter) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'Provide at least one filter: from_date, to_date, agent_id, or payout_raised',
], 400);
}
// ── 2. Build query (identical to the report API) ──────────────────────
$db = \Config\Database::connect();
$builder = $db->table('partner_policy pp');
$builder->select(
'pa.agent_code, pa.name AS agent_name, '
. 'pp.policy_number AS policy_no, pp.premium_amount AS premium, '
. 'pp.commission_amount, pe.reg_no, pp.weight, pp.fuel_type, '
. 'pp.vehicle_type, pp.issued_date'
);
$builder->select(
'COALESCE((SELECT GROUP_CONCAT(piu.utr_no ORDER BY piu.id SEPARATOR ", ") '
. 'FROM partner_invoice_items pii_utr '
. 'INNER JOIN partner_invoice pi_u ON pi_u.id = pii_utr.invoice_id AND pi_u.is_active = 1 '
. 'INNER JOIN partner_invoice_utr piu ON piu.invoice_id = pii_utr.invoice_id AND piu.is_active = 1 '
. 'WHERE pii_utr.policy_id = pp.id AND pii_utr.is_active = 1), "") AS utr_no',
false
);
$builder->select(
"(CASE WHEN EXISTS (SELECT 1 FROM partner_invoice_items pii "
. "INNER JOIN partner_invoice pi ON pi.id = pii.invoice_id AND pi.is_active = 1 "
. "WHERE pii.policy_id = pp.id AND pii.is_active = 1) THEN 'yes' ELSE 'no' END) AS received_or_not",
false
);
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'left');
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
$builder->where('pp.is_active', 1);
if ($fromDate !== null) {
$builder->where('pp.issued_date >=', date('Y-m-d', strtotime($fromDate)));
}
if ($toDate !== null) {
$builder->where('pp.issued_date <=', date('Y-m-d', strtotime($toDate)));
}
if ($agentId !== null) {
$builder->where('pp.agent_id', $agentId);
}
if ($payoutRaised === 'yes') {
$builder->where(
'EXISTS (SELECT 1 FROM partner_invoice_items pii2 '
. 'INNER JOIN partner_invoice pi2 ON pi2.id = pii2.invoice_id AND pi2.is_active = 1 '
. 'WHERE pii2.policy_id = pp.id AND pii2.is_active = 1)',
null, false
);
} elseif ($payoutRaised === 'no') {
$builder->where(
'NOT EXISTS (SELECT 1 FROM partner_invoice_items pii2 '
. 'INNER JOIN partner_invoice pi2 ON pi2.id = pii2.invoice_id AND pi2.is_active = 1 '
. 'WHERE pii2.policy_id = pp.id AND pii2.is_active = 1)',
null, false
);
}
$builder->orderBy('pa.agent_code', 'ASC');
$builder->orderBy('pp.policy_number', 'ASC');
$rows = $builder->get()->getResultArray();
// ── 3. Compute summary totals ─────────────────────────────────────────
$sumTotal = $sumRaised = $sumPending = 0.0;
foreach ($rows as $row) {
$amt = (float) ($row['commission_amount'] ?? 0);
$sumTotal += $amt;
if (($row['received_or_not'] ?? '') === 'yes') {
$sumRaised += $amt;
} else {
$sumPending += $amt;
}
}
// ── 4. Build spreadsheet ──────────────────────────────────────────────
$spreadsheet = new \PhpOffice\PhpSpreadsheet\Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
$sheet->setTitle('Payout Report');
// ── Shared style helpers ──────────────────────────────────────────────
$headerFill = [
'fill' => [
'fillType' => \PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID,
'startColor' => ['argb' => 'FFB8CCE4'], // light-blue like the screenshot
],
];
$redBoldCenter = [
'font' => ['bold' => true, 'color' => ['argb' => 'FFFF0000'], 'name' => 'Arial', 'size' => 11],
'alignment' => ['horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER],
];
$labelBold = [
'font' => ['bold' => true, 'name' => 'Arial', 'size' => 10],
'alignment' => ['horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_LEFT],
];
$dateHighlight = [
'fill' => ['fillType' => \PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID, 'startColor' => ['argb' => 'FFFFFF00']],
'font' => ['bold' => true, 'name' => 'Arial', 'size' => 10],
];
$colHeaderStyle = [
'font' => ['bold' => true, 'name' => 'Arial', 'size' => 10],
'fill' => ['fillType' => \PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID, 'startColor' => ['argb' => 'FFB8CCE4']],
'alignment' => ['horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER, 'wrapText' => true],
'borders' => ['allBorders' => ['borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN]],
];
$cellStyle = [
'font' => ['name' => 'Arial', 'size' => 9],
'alignment' => ['horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER, 'vertical' => \PhpOffice\PhpSpreadsheet\Style\Alignment::VERTICAL_CENTER],
'borders' => ['allBorders' => ['borderStyle' => \PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN]],
];
$summaryLabelStyle = [
'font' => ['bold' => true, 'name' => 'Arial', 'size' => 10],
'alignment' => ['horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_RIGHT],
];
$summaryValueStyle = [
'font' => ['bold' => true, 'name' => 'Arial', 'size' => 10, 'color' => ['argb' => 'FF0070C0']],
'alignment' => ['horizontal' => \PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_LEFT],
];
// Total columns used: AT (20 columns)
$lastCol = 'T';
$lastColNo = 20;
// ── Row 1: Title ──────────────────────────────────────────────────────
$sheet->mergeCells("A1:{$lastCol}1");
$sheet->setCellValue('A1', 'WE NEED THIS TYPE FORMENT IN PATNER LOGIN (PAYOUT REPORT)');
$sheet->getStyle('A1')->applyFromArray($redBoldCenter);
$sheet->getRowDimension(1)->setRowHeight(20);
// ── Row 2: Partner name + Date range ─────────────────────────────────
$sheet->setCellValue('A2', 'PARTNER NAME');
$sheet->getStyle('A2')->applyFromArray($labelBold);
// Agent name: use first row's agent_name or fall back to id
$partnerLabel = ! empty($rows) ? ($rows[0]['agent_name'] ?? ('Agent #' . $agentId)) : 'ALL AGENTS';
$sheet->mergeCells('B2:D2');
$sheet->setCellValue('B2', strtoupper($partnerLabel));
$sheet->getStyle('B2')->applyFromArray($labelBold);
$sheet->setCellValue('F2', 'DATE RANG');
$sheet->getStyle('F2')->applyFromArray($dateHighlight);
$dateRangeFrom = $fromDate ? date('d-m-Y', strtotime($fromDate)) : 'N/A';
$dateRangeTo = $toDate ? date('d-m-Y', strtotime($toDate)) : 'N/A';
$sheet->setCellValue('G2', $dateRangeFrom);
$sheet->getStyle('G2')->applyFromArray($dateHighlight);
$sheet->setCellValue('H2', 'TO');
$sheet->setCellValue('I2', $dateRangeTo);
$sheet->getStyle('I2')->applyFromArray($dateHighlight);
$sheet->getRowDimension(2)->setRowHeight(18);
// ── Row 3: Column headers ─────────────────────────────────────────────
$headers = [
'A3' => 'REF NO',
'B3' => 'INSURER',
'C3' => 'PLAN TYPE',
'D3' => 'POLICY NO',
'E3' => "INSURED\nNAME",
'F3' => 'REG NO',
'G3' => 'PRODUCT',
'H3' => 'FUEL TYPE',
'I3' => 'GVW',
'J3' => 'MFG',
'K3' => 'RTO LOC',
'L3' => "DATE OF\nREG.",
'M3' => 'COMPANY',
'N3' => "MAKE &\nVARIANT",
'O3' => 'A (OD)',
'P3' => 'B (TP)',
'Q3' => 'A+B (NET)',
'R3' => 'S.TAX',
'S3' => 'TOTAL',
'T3' => "PAYMENT\nPO MODE", // UTR / UTR DATE placed here for simplicity
];
foreach ($headers as $cell => $label) {
$sheet->setCellValue($cell, $label);
$sheet->getStyle($cell)->applyFromArray($colHeaderStyle);
}
$sheet->getRowDimension(3)->setRowHeight(30);
// ── Rows 4+: Data ─────────────────────────────────────────────────────
$dataStartRow = 4;
$rowNum = $dataStartRow;
foreach ($rows as $index => $row) {
$refNo = $index + 1;
$policyNo = $row['policy_no'] ?? '';
$regNo = $row['reg_no'] ?? '';
$fuelType = $row['fuel_type'] ?? '';
$vehicleType = $row['vehicle_type'] ?? '';
$weight = $row['weight'] ?? '';
$commissionAmt = (float) ($row['commission_amount'] ?? 0);
$premium = (float) ($row['premium'] ?? 0);
$utrNo = $row['utr_no'] ?? '';
$payoutStatus = ($row['received_or_not'] ?? '') === 'yes' ? 'LINK' : 'PENDING';
$rowData = [
'A' => $refNo,
'B' => $row['agent_code'] ?? '', // Insurer / agent code
'C' => $vehicleType, // Plan type
'D' => $policyNo,
'E' => '', // Insured name not in current query; extend if needed
'F' => $regNo,
'G' => $vehicleType, // Product (two-wheeler, etc.)
'H' => $fuelType,
'I' => $weight, // GVW / weight
'J' => '', // MFG add to query if available
'K' => '', // RTO LOC add to query if available
'L' => isset($row['issued_date']) ? date('d-m-Y', strtotime($row['issued_date'])) : '',
'M' => '', // Company / insurer add to query if available
'N' => '', // Make & Variant add if available
'O' => 0, // A (OD) extend query if split premium available
'P' => $premium, // B (TP) using full premium; adjust if split
'Q' => $premium, // A+B Net
'R' => 0, // S.TAX add if available
'S' => $commissionAmt, // Commission as TOTAL
'T' => $payoutStatus . ($utrNo ? ' | ' . $utrNo : ''),
];
foreach ($rowData as $col => $value) {
$sheet->setCellValue("{$col}{$rowNum}", $value);
$sheet->getStyle("{$col}{$rowNum}")->applyFromArray($cellStyle);
}
$sheet->getRowDimension($rowNum)->setRowHeight(18);
$rowNum++;
}
// ── Summary row ───────────────────────────────────────────────────────
$summaryRow = $rowNum + 1;
$sheet->mergeCells("A{$summaryRow}:R{$summaryRow}");
$sheet->setCellValue("A{$summaryRow}", 'TOTAL COMMISSION SUMMARY');
$sheet->getStyle("A{$summaryRow}")->applyFromArray($summaryLabelStyle);
$summaryRow++;
$sheet->setCellValue("A{$summaryRow}", 'Total Commission:');
$sheet->setCellValue("B{$summaryRow}", round($sumTotal, 2));
$sheet->getStyle("A{$summaryRow}")->applyFromArray($summaryLabelStyle);
$sheet->getStyle("B{$summaryRow}")->applyFromArray($summaryValueStyle);
$summaryRow++;
$sheet->setCellValue("A{$summaryRow}", 'Raised (Invoiced):');
$sheet->setCellValue("B{$summaryRow}", round($sumRaised, 2));
$sheet->getStyle("A{$summaryRow}")->applyFromArray($summaryLabelStyle);
$sheet->getStyle("B{$summaryRow}")->applyFromArray($summaryValueStyle);
$summaryRow++;
$sheet->setCellValue("A{$summaryRow}", 'Pending:');
$sheet->setCellValue("B{$summaryRow}", round($sumPending, 2));
$sheet->getStyle("A{$summaryRow}")->applyFromArray($summaryLabelStyle);
$sheet->getStyle("B{$summaryRow}")->applyFromArray($summaryValueStyle);
// ── Column widths ─────────────────────────────────────────────────────
$colWidths = [
'A' => 8, 'B' => 16, 'C' => 13, 'D' => 14, 'E' => 16,
'F' => 13, 'G' => 13, 'H' => 10, 'I' => 8, 'J' => 8,
'K' => 10, 'L' => 13, 'M' => 16, 'N' => 16, 'O' => 8,
'P' => 8, 'Q' => 10, 'R' => 8, 'S' => 10, 'T' => 18,
];
foreach ($colWidths as $col => $width) {
$sheet->getColumnDimension($col)->setWidth($width);
}
// ── Freeze panes below header ─────────────────────────────────────────
$sheet->freezePane('A4');
// ── 5. Stream the file to the browser ─────────────────────────────────
$filename = 'commission_payout_report_' . date('Ymd_His') . '.xlsx';
$writer = IOFactory::createWriter($spreadsheet, 'Xlsx');
// Prevent any prior output from corrupting the binary stream
if (ob_get_length()) {
ob_end_clean();
}
header('Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
header('Content-Disposition: attachment; filename="' . $filename . '"');
header('Cache-Control: max-age=0');
$writer->save('php://output');
exit;
} catch (\Throwable $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'message' => $e->getMessage(),
], 500);
}
}
/**
* POST multipart field: commission_excel (xlsx). Updates partner_policy.commission_amount by policy number.
*/