Nhances/nhance_partner_be
Nhances/nhance_partner_be
5
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Merge branch 'main' of bitbucket.org:jubilian/nhance_partner_be

Browse Source
This commit is contained in:
Gowtham M 2025-12-26 12:11:50 +05:30
commit 69f352cbef
2 changed files with 269 additions and 94 deletions
Show Stats Download Patch File Download Diff File Expand all files Collapse all files

34
app/Controllers/DashboardController.php
View File

@ -501,10 +501,34 @@ class DashboardController extends ResourceController
$date = $this->request->getGet('date');
$date = $date ?? date('Y-m-d');
$details['monthlyPolicyCount'] = $this->agentMonthlyPolicyCountandPremiumAmount($date,$manager_id,$raw);
// $details['monthlyPremiumAmount'] = $this->agentMonthlyPremiumAmount($date,$manager_id,$raw);
$data1 = $this->agentMonthlyPolicyCountandPremiumAmount($date, $manager_id, false);
if (!empty($data1)) {
$lastIndex1 = count(reset($data1)) - 1;
usort($data1, function($a, $b) use ($lastIndex1) {
$rowA = array_values($a);
$rowB = array_values($b);
return (float)$rowB[$lastIndex1] <=> (float)$rowA[$lastIndex1];
});
}
$details['monthlyPolicyCount'] = $data1;
$details['noPolicyTimeRange'] = $this->agentNoPolicyTimeRange($manager_id,$raw);
$details['below50tPremiumTimeRange'] = $this->agentBelow50tPremiumTimeRange($manager_id,$raw);
$data2 = $this->agentBelow50tPremiumTimeRange($manager_id,$raw);
if (!empty($data2)) {
$lastIndex2 = count(reset($data2)) - 1;
usort($data2, function($a, $b) use ($lastIndex2) {
$rowC = array_values($a);
$rowD = array_values($b);
return (float)$rowD[$lastIndex2] <=> (float)$rowC[$lastIndex2];
});
}
$details['below50tPremiumTimeRange'] = $data2;
// $details['monthlyPremiumAmount'] = $this->agentMonthlyPremiumAmount($date,$manager_id,$raw);
$ref['monthlyPolicyCountAndPremiumAmount_total_records'] = is_array($details['monthlyPolicyCount']) ? count($details['monthlyPolicyCount']) : 0;
$ref['noPolicyTimeRange_total_records'] = is_array($details['noPolicyTimeRange']) ? count($details['noPolicyTimeRange']) : 0;
@ -929,12 +953,12 @@ class DashboardController extends ResourceController
pa.id AS agent_id,
pa.name AS agent_name,
pa.agent_code,
SUM(pp.premium_amount) AS total_premium_amount,
CASE
WHEN pa.is_active = 1 THEN 'Active Agent'
ELSE 'Inactive Agent'
END AS agent_status,
MAX(pp.issued_date) AS last_business_date
MAX(pp.issued_date) AS last_business_date,
SUM(pp.premium_amount) AS total_premium_amount
");
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner');

329
app/Controllers/ExcelExportController.php
View File

@ -113,8 +113,23 @@ class ExcelExportController extends ResourceController
}
$data = $this->getBrokerPoliciesData($managerId, $brokerId, $month);
if (empty($data)) {
throw new \RuntimeException('No policies found...', 404);
}
$lastIndex = count(reset($data)) - 1;
// usort($data, function($a, $b) use ($lastIndex) {
// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
// });
usort($data, function($a, $b) use ($lastIndex) {
return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
});
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
$header = [
$header = ['S.No',
'Received Date', 'Assigned To',
'Partner Name' , 'Partner Code',
'Insurer Name' ,'Insurer Short Name',
@ -124,28 +139,24 @@ class ExcelExportController extends ResourceController
if (empty($data)) {
throw new \RuntimeException('No policies found...', 404);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow;
$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
$brokerName = $data[0][10] ?? 'Broker';
$brokerName = $finalData[0][11] ?? 'Broker';
$cleanbrokerName = str_replace(' ', '_', strtolower($brokerName));
$fileName = $cleanbrokerName . '_Policies_Details_' . $monthName . '.xlsx';
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Broker Policies Details for {$monthName}",
$fileName,
true // Pass 'true' to show/bold the total row
@ -217,8 +228,23 @@ class ExcelExportController extends ResourceController
}
$data = $this->getProductPoliciesData($managerId, $vehicleType, $month);
if (empty($data)) {
throw new \RuntimeException('No policies found for this vehicle type...', 404);
}
$lastIndex = count(reset($data)) - 1;
// usort($data, function($a, $b) use ($lastIndex) {
// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
// });
usort($data, function($a, $b) use ($lastIndex) {
return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
});
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
// $header = ['Vehicle Type', 'Issue Date', 'Policy Number', 'Premium Amount'];
$header = [
$header = ['S.No',
'Received Date', 'Assigned To',
'Partner Name' , 'Partner Code',
'Insurer Name' ,'Insurer Short Name',
@ -226,28 +252,26 @@ class ExcelExportController extends ResourceController
'Payment Mode', 'Plan Type',
'Vehicle Type', 'Issue Date', 'Policy Number', 'Premium Amount'];
if (empty($data)) {
throw new \RuntimeException('No policies found for this vehicle type...', 404);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow;
$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
$vehicleType = $data[0][10] ?? 'Vehicle';
$vehicleType = $finalData[0][11] ?? 'Vehicle';
$cleanVehicleType = str_replace(' ', '_', strtolower($vehicleType));
$fileName = $cleanVehicleType . '_Policies_Details_' . $monthName . '.xlsx';
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Vehicle Type Policies Details for {$monthName}",
$fileName,
true // This will ignore the bold/alignment logic for the last row
@ -322,37 +346,51 @@ class ExcelExportController extends ResourceController
$data = $this->getInsurerPoliciesData($managerId, $insurerId, $month);
// --- 1. MODIFIED LOGIC: Throw RuntimeException if no data ---
if (empty($data)) {
throw new \RuntimeException('No policies found for this insurer for the specified month.', 404);
}
$lastIndex = count(reset($data)) - 1;
// usort($data, function($a, $b) use ($lastIndex) {
// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
// });
usort($data, function($a, $b) use ($lastIndex) {
return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
});
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
// Define column headers
$header = [
$header = ['S.No',
'Received Date', 'Assigned To',
'Partner Name' , 'Partner Code',
'Vehicle Number',
'Payment Mode', 'Plan Type',
'Insurer Name', 'Insurer Short Name','Insured Name', 'Policy Issued Date','Policy Number', 'Premium Amount'];
// --- 1. MODIFIED LOGIC: Throw RuntimeException if no data ---
if (empty($data)) {
throw new \RuntimeException('No policies found for this insurer for the specified month.', 404);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow;
$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
$InsurerName = $data[0][7] ?? 'Insurer' ;
$InsurerName = $finalData[0][8] ?? 'Insurer' ;
$cleanInsurerName = str_replace(' ', '_', strtolower($InsurerName));
$fileName = $cleanInsurerName . '_Policies_Details_' . $monthName . '.xlsx';
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Insurer Policies Details for {$monthName}",
$fileName,
true // This will ignore the bold/alignment logic for the last row
@ -416,35 +454,44 @@ class ExcelExportController extends ResourceController
}
$data = $this->getLowPremiumAgentData($managerId);
$header = [
if (empty($data)) {
throw new \RuntimeException('No low premium agents found...', 404);
}
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
$header = ['S.No',
'Received Date', 'Assigned To',
'Insurer Name' ,'Insurer Short Name',
'Insured Name', 'Vehicle Number',
'Payment Mode', 'Plan Type',
'Partner Name', 'Partner Code','Partner Status' ,'Policy Number','Issued Date', 'Premium Amount'];
if (empty($data)) {
throw new \RuntimeException('No low premium agents found...', 404);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow;
// Note: $month variable is undefined, assuming you want current month for filename
$monthName = date('M_Y');
$PartnerName = $data[0][8] ?? 'Partner';
$PartnerName = $finalData[0][9] ?? 'Partner';
$fileName = 'Partners_Low_Premium_Policy_Details.xlsx';
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Partners Low Premium Policy Details",
$fileName,
true // This will ignore the bold/alignment logic for the last row
@ -511,36 +558,60 @@ class ExcelExportController extends ResourceController
// Renamed helper function for consistency: getAgentMonthlyPoliciesData
$data = $this->getMonthlyPoliciesData($managerId, $agentId); // , $month);
$header = [
'Received Date', 'Assigned To',
'Insurer Name' ,'Insurer Short Name',
'Insured Name', 'Vehicle Number',
'Payment Mode', 'Plan Type',
'Partner Name','Partner Code' , 'Policy Number','Issue Date', 'Premium Amount'];
if (empty($data)) {
throw new \RuntimeException('No policies found for this agent for the specified month.', 404);
}
$lastIndex = count(reset($data)) - 1;
// usort($data, function($a, $b) use ($lastIndex) {
// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
// });
usort($data, function($a, $b) use ($lastIndex) {
return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
});
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
$header = ['S.No',
'Received Date', 'Assigned To',
'Insurer Name', 'Insurer Short Name',
'Insured Name', 'Vehicle Number',
'Payment Mode', 'Plan Type', 'Issue Date',
'Partner Code', 'Partner Name',
'Policy Number', 'Premium Amount'];
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow;
// $monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
$monthName = date('M Y') ;
$PartnerName = $data[0][8] ?? 'Partner';
$PartnerName = $finalData[0][11] ?? 'Partner';
$cleanPartnerName = str_replace(' ', '_', strtolower($PartnerName));
$fileName = $cleanPartnerName . '_Policies_Details_' . $monthName . '.xlsx';
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Partner Policies Details for {$monthName}",
$fileName,
true // This will ignore the bold/alignment logic for the last row
@ -591,39 +662,47 @@ class ExcelExportController extends ResourceController
// 5.2) Top 50 Agent the Excel file
public function downloadT50AgentPoliciesExcel()
{
try{
$managerId = $this->request->getGet('manager_id');
if (empty($managerId)) {
$msg = "Missing: ";
$msg .= empty($managerId) ? "manager_id " : "";
// $msg .= empty($month) ? "month " : "";
$msg = "Missing: manager_id";
$ref = ['debug_msg' => $msg];
return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
return $this->response->setJSON(['status' => 'error', 'code' => 400, 'data' => [], 'message' => 'Missing required parameters', 'ref' => $ref])->setStatusCode(200);
}
// Renamed helper function for consistency: getAgentMonthlyPoliciesData
$data = $this->getMonthlyPoliciesData($managerId, null);
$header = [
'Received Date', 'Assigned To',
'Insurer Name' ,'Insurer Short Name',
'Insured Name', 'Vehicle Number',
'Payment Mode', 'Plan Type',
'Partner Name','Partner Code' , 'Policy Number','Issue Date', 'Premium Amount'];
$data = $this->getMonthlyPolicyCountandPremiumAmount($managerId);
$header = ['S.No', 'Partner Code', 'Partner Name', 'Policy Count', 'Premium Amount'];
if (empty($data)) {
throw new \RuntimeException('No policies found for this agent for the specified month.', 404);
throw new \RuntimeException('No policies found.', 404);
}
$lastIndex = count(reset($data)) - 1;
// usort($data, function($a, $b) use ($lastIndex) {
// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
// });
usort($data, function($a, $b) use ($lastIndex) {
return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
});
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow; // Add the total row to the final set
$monthName = date('M Y') ;
$fileName = 'Top_50_Partner_Policies_Details_' . $monthName . '.xlsx';
@ -631,7 +710,7 @@ class ExcelExportController extends ResourceController
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Top 50 Partner Policies Details - Monthly Report ".$monthName,
$fileName,
true // This will ignore the bold/alignment logic for the last row
@ -693,11 +772,29 @@ class ExcelExportController extends ResourceController
}
$data = $this->getAgentsWithoutPoliciesData($managerId);
$header = ['Partner Name', 'Partner Code', 'Email', 'Mobile'];
if (empty($data)) {
throw new \RuntimeException('No Partners without policies found.', 404);
}
$header = ['S.No','Partner Code','Partner Name', 'Email', 'Mobile'];
$finalData = [];
$serialNo = 1; // Start counter at 1
// 2. Loop through and prepend the serial number
foreach ($rawData as $row) {
// We create a new array for each row
$finalData[] = [
$serialNo++,
$row['agent_code'],
$row['agent_name'],
$row['email'],
$row['mobile']
];
}
// End Date: Today
$endDate = date('Ymd');
@ -713,7 +810,7 @@ class ExcelExportController extends ResourceController
// --- CENTRALIZED CALL ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Partners Without Policies (Last 10 Days)",
$fileName,
false // This will ignore the bold/alignment logic for the last row
@ -779,11 +876,26 @@ class ExcelExportController extends ResourceController
}
$data = $this->getStaffAndProductPoliciesExcel($managerId, $executiveId,$vehicleType, $month);
$executiveName = $data[0][11] ?? 'Sales Executive';
$vehicleType = $data[0][12] ?? 'Vehicle Type';
if (empty($data)) {
throw new \RuntimeException('No policies found for the specified month.', 404);
}
$lastIndex = count(reset($data)) - 1;
// usort($data, function($a, $b) use ($lastIndex) {
// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
// });
usort($data, function($a, $b) use ($lastIndex) {
return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
});
$finalData = [];
$serialNo = 1;
foreach ($data as $row) {
$finalData[] = array_merge([$serialNo++], $row);
}
$executiveName = $finalData[0][12] ?? 'Sales Executive';
$vehicleType = $finalData[0][13] ?? 'Vehicle Type';
// Define column headers
$header = [
$header = ['S.No',
'Received Date', 'Assigned To',
'Partner Name' , 'Partner Code',
'Insurer Name' ,'Insurer Short Name',
@ -792,18 +904,16 @@ class ExcelExportController extends ResourceController
'Sales Executive Name', 'Vehicle Type', 'Policy Number','Issued Date', 'Premium Amount'];
// --- 1. MODIFIED LOGIC: Throw RuntimeException if no data ---
if (empty($data)) {
throw new \RuntimeException('No policies found for the specified month.', 404);
}
// Calculate and append total
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
$grandTotal = array_sum(array_column($data, $lastColIndex));
$grandTotal = array_sum(array_column($finalData, $lastColIndex));
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
$totalRow[$lastColIndex] = $grandTotal; // Put sum in last
$data[] = $totalRow;
$finalData[] = $totalRow;
$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
@ -815,7 +925,7 @@ class ExcelExportController extends ResourceController
// --- CALL CENTRALIZED FUNCTION ---
$this->streamExcelFile(
$header,
$data,
$finalData,
"Staff And Product Policies Details for {$monthName}",
$fileName,
true // This will ignore the bold/alignment logic for the last row
@ -1005,7 +1115,8 @@ class ExcelExportController extends ResourceController
pe.reg_no,
pm.value as payment_mode_value,
ipti.insurance_plan_type,
pb.name AS broker_name, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.policy_number, pp.premium_amount');
pb.name AS broker_name, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,CONCAT("\t", pp.policy_number) AS policy_number,
pp.premium_amount');
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
$builder->join('partner_brokers pb', 'pb.id = pe.broker_id', 'left');
$builder->join('partner_quotation Q', 'Q.enquiry_id = pe.id', 'left');
@ -1073,7 +1184,8 @@ class ExcelExportController extends ResourceController
pe.reg_no,
pm.value as payment_mode_value,
ipti.insurance_plan_type,
pp.vehicle_type, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.policy_number, pp.premium_amount');
pp.vehicle_type, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,CONCAT("\t", pp.policy_number) AS policy_number,
pp.premium_amount');
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
$builder->join('partner_quotation Q', 'Q.enquiry_id = pe.id', 'left');
@ -1140,7 +1252,7 @@ class ExcelExportController extends ResourceController
pe.reg_no,
pm.value as payment_mode_value,
ipti.insurance_plan_type,
i.name AS insurer_name,i.short_name,pp.insured_name, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.policy_number, pp.premium_amount');
i.name AS insurer_name,i.short_name,pp.insured_name, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,CONCAT("\t", pp.policy_number) AS policy_number, pp.premium_amount');
$builder->join('partner_quotation pq', 'pq.id = pp.quotation_id', 'left');
$builder->join('insurers i', 'i.id = pq.insurer_id', 'left');
@ -1211,7 +1323,7 @@ class ExcelExportController extends ResourceController
pe.reg_no,
pm.value as payment_mode_value,
ipti.insurance_plan_type,
pse.name as sales_executive_name, pp.vehicle_type AS vechile_type,pp.policy_number,DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.premium_amount');
pse.name as sales_executive_name, pp.vehicle_type AS vechile_type,CONCAT("\t", pp.policy_number) AS policy_number,DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.premium_amount');
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'left');
$builder->join('partner_sales_executive pse', 'pse.id = pa.sales_executive_id', 'left');
@ -1286,10 +1398,10 @@ class ExcelExportController extends ResourceController
pe.reg_no,
pm.value AS payment_mode_value,
ipti.insurance_plan_type,
pa.name AS agent_name,
pa.agent_code,
pp.policy_number,
DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,
pa.agent_code AS agent_code,
pa.name AS agent_name,
CONCAT("\t", pp.policy_number) AS policy_number,
pp.premium_amount
');
@ -1306,10 +1418,8 @@ class ExcelExportController extends ResourceController
// 3. Where Conditions
$builder->where('pp.manager_id', $managerId);
$builder->where('pp.policy_number IS NOT NULL');
if ($AgentId) {
$builder->where('pa.id', $AgentId);
}
$builder->where('pa.id', $AgentId);
// Current Month Date Range Filter
// if ($month === "current") {
@ -1326,10 +1436,6 @@ class ExcelExportController extends ResourceController
// 4. Order and Limit
$builder->orderBy('pp.issued_date', 'DESC');
if (!$AgentId) {
$builder->limit(50);
}
// 5. Fetch and Restructure
$results = $builder->get()->getResultArray();
@ -1346,6 +1452,51 @@ class ExcelExportController extends ResourceController
return $data;
}
public function getMonthlyPolicyCountandPremiumAmount($manager_id){
$data = [];
try {
$customDate = date('Y-m-d');
$builder = $this->db->table('partner_policy pp');
$builder->select("
pa.agent_code,
pa.name AS agent_name,
COUNT(pp.policy_number) AS policy_count,
SUM(pp.premium_amount) AS total_premium_amount
");
$builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
$builder->where("MONTH(pp.issued_date) = MONTH('$customDate')", null, false);
$builder->where("YEAR(pp.issued_date) = YEAR('$customDate')", null, false);
$builder->where('pp.manager_id',$manager_id);
$builder->groupBy(['pa.id']);
$builder->orderBy('policy_count', 'DESC');
$builder->limit(50);
$results = $builder->get()->getResultArray();
// Restructure data for PhpSpreadsheet (2D array of values)
foreach ($results as $row) {
$data[] = array_values($row);
}
} catch (DatabaseException $e) {
log_message('error', 'Database Error during Excel fetch: ' . $e->getMessage());
// Re-throw the exception so it is caught by the main function's catch block
throw $e;
}
return $data;
}
/**
* Executes the detailed policy query and extracts the data for the spreadsheet.
@ -1358,7 +1509,7 @@ class ExcelExportController extends ResourceController
try {
$builder = $this->db->table('partner_agent pa');
$builder->select('pa.name AS agent_name, pa.agent_code, pa.email, pa.mobile');
$builder->select('pa.agent_code,pa.name AS agent_name, pa.email, pa.mobile');
$builder->join(
'partner_policy pp',
@ -1414,7 +1565,7 @@ class ExcelExportController extends ResourceController
WHEN pa.is_active = 1 THEN 'Active Partner'
ELSE 'Inactive Partner'
END AS agent_status,
pp.policy_number,
CONCAT('\t', pp.policy_number) AS policy_number,
DATE_FORMAT(pp.issued_date, '%d-%m-%Y') AS issued_date,
pp.premium_amount
");