GWM : report
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@ -170,6 +170,9 @@ $routes->group('api', ['filter' => 'appSignature'], function ($routes) {
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$routes->post('salesExecutive/createExecutive', 'SalesExecutive::createSalesExecutive');
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$routes->post('salesExecutive/updateExecutive', 'SalesExecutive::updateSalesExecutivedetails');
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$routes->post('salesExecutive/changeExecutiveStatus', 'SalesExecutive::changeSalesExecutiveStatus');
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//report
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$routes->get('reports/policy-excel', 'PolicyReportController::downloadExcel');
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});
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@ -207,3 +210,6 @@ $routes->get("processjob", "JobWorker::processJob");
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175
app/Controllers/PolicyReportController.php
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175
app/Controllers/PolicyReportController.php
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@ -0,0 +1,175 @@
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<?php
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namespace App\Controllers;
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use CodeIgniter\Controller;
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use PhpOffice\PhpSpreadsheet\Spreadsheet;
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use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
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use DateTime;
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class PolicyReportController extends Controller
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{
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public function downloadExcel()
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{
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$db = \Config\Database::connect();
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// -----------------------------
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// REQUEST PARAMS
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// -----------------------------
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$managerId = $this->request->getGet('manager_id');
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$fromDate = $this->request->getGet('from_date');
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$toDate = $this->request->getGet('to_date');
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$fromDate = DateTime::createFromFormat('d-m-Y', $fromDate)->format('Y-m-d 00:00:00');
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$toDate = DateTime::createFromFormat('d-m-Y', $toDate)->format('Y-m-d 23:59:59');
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if (!$managerId || !$fromDate || !$toDate) {
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return $this->response->setJSON([
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'status' => 'failed',
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'message' => 'manager_id, from_date and to_date are required'
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]);
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}
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// -----------------------------
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// QUERY (100% Excel-aligned)
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// -----------------------------
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$data = $db->query("
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SELECT
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pos.pos_code AS pos_code,
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pos.name AS pos_name,
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pa.agent_code AS ref_code,
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pp.created_on AS inward_date,
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pa.name AS partner_name,
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ins.short_name AS insurer,
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pp.policy_number,
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pp.insured_name,
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pq.insurance_plan_type_id AS plan_type,
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pp.vehicle_type AS product,
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pp.od AS od,
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pp.tp AS tp,
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(IFNULL(pp.od,0) + IFNULL(pp.tp,0)) AS net_amount,
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(IFNULL(pp.cgst,0) + IFNULL(pp.sgst,0) + IFNULL(pp.igst,0)) AS service_tax,
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(IFNULL(pp.od,0) + IFNULL(pp.tp,0)
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+ IFNULL(pp.cgst,0) + IFNULL(pp.sgst,0) + IFNULL(pp.igst,0)
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) AS total_amount,
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pm.value AS payment_mode,
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CONCAT(pp.rto_state_code,'-',pp.rto_city_code) AS rto_loc,
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NULL AS ncb_percent,
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pp.end_date AS expire_date,
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pb.short_name AS broker_code,
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ps.name AS assigned_to,
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pp.manager_id AS sales_manager,
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pa.name AS sales_executive,
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pa.mobile AS contact_no,
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pos.address,
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pos.pincode,
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pe.status AS booking_status,
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pe.created_on AS booking_date,
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pe.id AS booking_ref_no,
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pp.agent_retention_rate AS grid_percent,
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pp.commission_amount AS grid_amount,
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pe.remarks AS remark
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FROM partner_policy pp
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LEFT JOIN partner_agent pa ON pa.id = pp.agent_id
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LEFT JOIN partner_pos pos ON pos.id = pa.pos_id
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LEFT JOIN partner_quotation pq ON pq.id = pp.quotation_id
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LEFT JOIN insurers ins ON ins.id = pq.insurer_id
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LEFT JOIN partner_payment_mode_master pm ON pm.id = pq.payment_mode_id
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LEFT JOIN partner_enquiry pe ON pe.id = pp.enquiry_id
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LEFT JOIN partner_staff ps ON ps.id = pe.assigned_to
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LEFT JOIN partner_brokers pb ON pb.id = pe.broker_id
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WHERE pp.manager_id = ?
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AND pp.issued_date BETWEEN ? AND ?
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ORDER BY pp.created_on DESC
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", [$managerId, $fromDate, $toDate])->getResultArray();
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// -----------------------------
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// EXCEL GENERATION
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// -----------------------------
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$spreadsheet = new Spreadsheet();
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$sheet = $spreadsheet->getActiveSheet();
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// EXACT HEADER FROM YOUR EXCEL
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$headers = [
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'POS CODE','POS NAME','REFF CODE','Inward Date','PARTNER NAME',
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'Insurer','Policy No','Issured Name','PLAN TYPE','Product',
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'A (OD)','B (TP)','A+B (NET)','S.TAX','TOTAL',
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'PAYMENT MODE','RTO LOC.','NCB %','Expire Date','BROKER CODE',
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'Assigned To','SALES MANAGER','SALES EXECUTIVE','CONTACT NO',
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'ADDRESS','PIN CODE','BOOKING STATUS','DATE OF BOOKING',
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'BOOKING REF NO','GRID %','GRID AMT','REMARK'
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];
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// Header row
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$col = 'A';
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foreach ($headers as $header) {
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$sheet->setCellValue($col.'1', $header);
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$sheet->getColumnDimension($col)->setAutoSize(true);
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$col++;
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}
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// Data rows
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$row = 2;
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foreach ($data as $d) {
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$sheet->fromArray([
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$d['pos_code'],
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$d['pos_name'],
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$d['ref_code'],
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$d['inward_date'],
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$d['partner_name'],
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$d['insurer'],
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$d['policy_number'],
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$d['insured_name'],
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$d['plan_type'],
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$d['product'],
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$d['od'],
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$d['tp'],
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$d['net_amount'],
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$d['service_tax'],
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$d['total_amount'],
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$d['payment_mode'],
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$d['rto_loc'],
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$d['ncb_percent'],
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$d['expire_date'],
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$d['broker_code'],
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$d['assigned_to'],
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$d['sales_manager'],
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$d['sales_executive'],
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$d['contact_no'],
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$d['address'],
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$d['pincode'],
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$d['booking_status'],
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$d['booking_date'],
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$d['booking_ref_no'],
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$d['grid_percent'],
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$d['grid_amount'],
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$d['remark']
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], null, "A$row");
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$row++;
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}
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// -----------------------------
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// DOWNLOAD RESPONSE
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// -----------------------------
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$fileName = 'Policy_Report_' . date('YmdHis') . '.xlsx';
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$response = $this->response;
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$response->setHeader('Content-Type', 'application/vnd.openxmlformats-officedocument.spreadsheetml.sheet');
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$response->setHeader('Content-Disposition', 'attachment; filename="'.$fileName.'"');
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$response->setHeader('Cache-Control', 'max-age=0');
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$writer = new Xlsx($spreadsheet);
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ob_start();
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$writer->save('php://output');
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$excelOutput = ob_get_clean();
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return $response->setBody($excelOutput);
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}
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}
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@ -26,4 +26,21 @@ class StaffModel extends Model
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];
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protected $useTimestamps = false; // we manually manage created_on / updated_on
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protected $validationRules = [
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'name' => 'required|min_length[3]',
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'email' => 'permit_empty|valid_email|is_unique[partner_staff.email,id,{id}]',
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'mobile' => 'permit_empty|numeric|max_length[20]|is_unique[partner_staff.mobile,id,{id}]',
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'manager_id' => 'required|integer',
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];
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protected $validationMessages = [
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'email' => [
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'is_unique' => 'Sorry, that email address is already registered.',
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],
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'mobile' => [
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'is_unique' => 'Sorry, that mobile number is already registered.',
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],
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];
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}
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