FIX_Endorsement file

This commit is contained in:
sanjeev.p 2026-03-27 10:08:31 +05:30
parent b792d4c058
commit a5a9004a5d
5 changed files with 194 additions and 485 deletions

View File

@ -74,13 +74,9 @@ $routes->group('api', ['filter' => ["jwtAuth:1,2,3,4,agent","appSignature"] ], f
$routes->get('agent/deleteAgentIncentiveFile', 'AgentController::deleteAgentIncentiveFile');
$routes->get('agent/downloadAgentIncentiveFile', 'AgentController::downloadAgentIncentiveFile');
$routes->post('agent/uploadGrid', 'AgentIncentiveController::uploadPayoutGridFile');
$routes->post('agent/updateGrid', 'AgentIncentiveController::updateGrid');
$routes->get('agent/payoutGrid', 'AgentIncentiveController::getPayoutGrid');
$routes->get('agent/downloadGrid', 'AgentIncentiveController::downloadGridInExcel');
$routes->get('agent/loadGrid', 'AgentIncentiveController::loadGrid');
$routes->get('agent/downloadExistGrid', 'AgentIncentiveController::downloadLastestGrid');
$routes->get('grid', 'AgentIncentiveController::getGridData');
$routes->post('grid/upload', 'AgentIncentiveController::uploadGridFile');
$routes->get('grid/fileList', 'AgentIncentiveController::gridFileList');
//Staff
$routes->get('staff/staffList', 'StaffController::staffList');

View File

@ -27,65 +27,87 @@ class AgentIncentiveController extends ResourceController
$this->PartnerAgentModel = new AgentModel();
}
// GET /agent/gridFileList
public function gridFileList()
{
try {
$builder = $this->AgentIncentiveFileModel->builder();
// 1. Explicitly select and format dates in the SQL layer (Faster + Indian Format)
$builder->select("
paif.id,
paif.agent_id,
paif.incentive_month,
DATE_FORMAT(paif.incentive_month, '%d-%m-%Y') as vaild_from,
paif.incentive_file_name,
ps.name as created_by_name,
paif.created_on,
DATE_FORMAT(paif.created_on, '%d-%m-%Y %h:%i %p') as created_date
");
$builder->from('partner_agent_incentive_file paif');
// 2. The Join
$builder->join('partner_staff ps', 'ps.id = paif.created_by', 'left');
// 3. Filters
$builder->where('paif.is_active', 1);
$builder->where('paif.file_type', 'grid');
// 4. THE FIX: Group by the primary ID to stop the "5 rows" duplication
$builder->groupBy('paif.id');
// 5. Order
$builder->orderBy('paif.id', 'DESC');
$query = $builder->get();
$result = $query->getResult();
// Use $this->respond to maintain consistency with your other API methods
return $this->respond([
'status' => 'success', // Changed to 'success' to match your other methods
'code' => 200,
'data' => $result
], 200);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => $e->getMessage()
], 500);
}
}
// -------------------------------------------------------------------------
// Upload Grid File (file_type = 'grid')
// Parses Excel and UPSERTs rows into partner_insurance_payout_grid
// -------------------------------------------------------------------------
public function uploadPayoutGridFile()
public function uploadGridFile()
{
try {
/* ====================================================================
* STEP 1 Validate POST input
* STEP 1 Validate POST input (Agent ID removed)
* ==================================================================== */
$data = $this->request->getPost();
$agentId = $data['agent_id'] ?? null;
$month = $data['incentive_month'] ?? null;
$createdBy = $data['created_by'] ?? null;
$month = $data['incentive_month'] ?? null;
$createdBy = $data['created_by'] ?? null;
if (empty($agentId) || empty($month)) {
/* ====================================================================
* STEP 2 Validation now only checks for month
* ==================================================================== */
if (empty($month)) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'agent_id and incentive_month are required.',
'data' => 'Incentive month is required.',
], 200);
}
/* ====================================================================
* STEP 2 Duplicate check on partner_agent_incentive_file
* ==================================================================== */
$duplicate = $this->AgentIncentiveFileModel
->where('agent_id', $agentId)
->where('incentive_month', $month)
->where('file_type', 'grid')
->first();
if (!empty($duplicate)) {
return $this->respond([
'status' => 'failed',
'code' => 200,
'data' => 'Duplicate Entry.',
], 200);
}
/* ====================================================================
* STEP 3 Fetch retention_rate from partner_agent using agent_id
*
* retention_rate is stored as decimal(4,2) e.g. 2.50
* Used later to calculate partner_comp / partner_tp / partner_od
* by subtracting from broker_excel values.
* If agent not found or retention_rate is NULL partner fields = null
* ==================================================================== */
$agent = $this->PartnerAgentModel->find($agentId);
$retentionRate = (!empty($agent) && $agent['retention_rate'] !== null)
? (float) $agent['retention_rate']
: null;
/* ====================================================================
* STEP 4 Validate uploaded file (extension check)
* STEP 3 Validate uploaded file
* ==================================================================== */
$gridFile = $this->request->getFile('incentive_file_name');
if (!$gridFile || !$gridFile->isValid()) {
return $this->respond([
'status' => 'failed',
@ -94,339 +116,132 @@ class AgentIncentiveController extends ResourceController
], 200);
}
$extension = strtolower($gridFile->getClientExtension());
if (!in_array($extension, ['xlsx', 'xls', 'csv'], true)) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'Only xlsx, xls, csv grid files are allowed.',
], 200);
}
/* ====================================================================
* STEP 5 Move file to upload directory
* STEP 4 Move file
* ==================================================================== */
$uploadPath = WRITEPATH . 'uploads/agent/incentive_file/';
if (!is_dir($uploadPath)) {
mkdir($uploadPath, 0777, true);
}
if (!is_dir($uploadPath)) mkdir($uploadPath, 0777, true);
$gridFileName = time() . '_' . $gridFile->getRandomName();
$gridFile->move($uploadPath, $gridFileName);
/* ====================================================================
* STEP 6 Insert record into partner_agent_incentive_file
* (same as uploadAgentIncentiveFile but file_type = 'grid')
* STEP 5 Save File record & GET THE ID
* ==================================================================== */
$this->AgentIncentiveFileModel->insert([
'agent_id' => $agentId,
$fileData = [
'incentive_month' => $month,
'incentive_file_name' => $gridFileName,
'file_type' => 'grid',
'is_active' => 1,
'created_by' => $createdBy,
]);
/* ====================================================================
* STEP 7 Parse Excel sheet into a flat array of rows
* ==================================================================== */
$spreadsheet = IOFactory::load($uploadPath . $gridFileName);
$rows = $spreadsheet->getActiveSheet()
->toArray(null, true, true, false);
if (empty($rows)) {
];
// insert() with returnID enabled returns the inserted primary key in CI4.
$fileId = $this->AgentIncentiveFileModel->insert($fileData, true);
if (empty($fileId) || (int)$fileId <= 0) {
$modelErrors = $this->AgentIncentiveFileModel->errors();
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => [
'inserted' => 0,
'updated' => 0,
'message' => 'File saved but grid sheet is empty — no rows processed.',
],
'status' => 'failed',
'code' => 400,
'data' => !empty($modelErrors) ? $modelErrors : 'Unable to create incentive file record.',
], 200);
}
/* ====================================================================
* STEP 8 Helper: normalise a cell value
* Strips spaces & non-alphanumeric chars, returns lowercase.
* Used to safely compare header/section values.
* STEP 6 Parse Excel
* ==================================================================== */
$normalize = static function ($value): string {
$value = strtolower(trim((string) $value));
return preg_replace('/[^a-z0-9]+/', '', $value) ?? '';
};
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($uploadPath . $gridFileName);
$rows = $spreadsheet->getActiveSheet()->toArray(null, true, true, false);
if (empty($rows)) {
return $this->respond(['status' => 'success', 'code' => 200, 'data' => 'File empty.'], 200);
}
/* ====================================================================
* STEP 9 Helper: extract numeric value from broker_excel cell
*
* Broker excel cells come in mixed formats:
* "22" 22.0 (plain number)
* "4.8" 4.8
* "5.5X" 5.5 (strip trailing X)
* "NET 1.9X" 1.9 (strip prefix text + X)
* "OD 1.5X" 1.5 (strip OD prefix + X)
* "1.5 X" 1.5 (space before X)
* "OD25+TP10" 35.0 (compound format, splits and sums up)
* "OD 20+TP 15" 35.0 (compound format, splits and sums up)
* "" / null null
*
* Returns float|null
* STEP 7 Clean Numeric Helper (Modified to store only numbers)
* ==================================================================== */
$extractNumeric = static function ($value): ?float {
$str = strtolower(trim((string) $value));
if ($str === '' || $str === 'nan') return null;
// Blank or nan → null
if ($str === '' || $str === 'nan') {
return null;
}
// Compound values like "OD25+TP10" or "OD 20+TP 15"
if (str_contains($str, '+')) {
$sum = 0.0;
$hasValid = false;
$sum = 0.0; $hasValid = false;
foreach (explode('+', $str) as $part) {
$cleanPart = preg_replace('/^(net|od|tp)\s*/i', '', trim($part));
$cleanPart = rtrim(trim($cleanPart), 'xX ');
if (is_numeric($cleanPart)) {
$sum += (float) $cleanPart;
$hasValid = true;
}
$cleanPart = preg_replace('/[^0-9.]/', '', $part);
if (is_numeric($cleanPart)) { $sum += (float) $cleanPart; $hasValid = true; }
}
return $hasValid ? $sum : null;
}
// Strip known text prefixes: "net", "od", "tp", spaces
$str = preg_replace('/^(net|od|tp)\s*/i', '', $str);
// Strip trailing "x" or "X" and any surrounding spaces
$str = rtrim(trim($str), 'xX ');
// Now try to parse as float
if (is_numeric($str)) {
return (float) $str;
}
return null;
// Strip everything except numbers and decimals
$str = preg_replace('/[^0-9.]/', '', $str);
return is_numeric($str) ? (float) $str : null;
};
/* ====================================================================
* STEP 10 Helper: calculate partner rate
*
* Formula: partner_value = broker_excel_value - retention_rate
*
* Rules:
* - If broker_excel_value is null return null
* - If retention_rate is null return null
* - Result rounded to 2 decimal places
* - Stored as string to match varchar column type
* ==================================================================== */
$calcPartnerRate = static function (
?string $brokerExcelRaw,
?float $retentionRate,
callable $extractNumeric
): ?string {
// Either side missing → cannot compute partner rate
if ($brokerExcelRaw === null || $retentionRate === null) {
return null;
}
$brokerValue = $extractNumeric($brokerExcelRaw);
// Could not parse a clean number from the broker value
if ($brokerValue === null) {
return null;
}
// partner rate = broker excel value retention rate
$partnerValue = round($brokerValue - $retentionRate, 2);
return (string) $partnerValue;
};
/* ====================================================================
* STEP 11 Walk rows: detect section headers column headers data
*
* Excel has two column layouts depending on section:
*
* Layout A TWO WHEELER / PCV / GCV / LCV / HCV / BUS / TAXI etc.
* [0] INSURER | [1] RTO | [2] SEGMENT | [3] COMP | [4] TP
* [5] REMARKS | [6] BROKER | [7] BROKER_EXCEL_COMP | [8] BROKER_EXCEL_TP
*
* Layout B PRIVATE CAR-TP / fuel-separated sections
* [0] INSURER | [1] RTO | [2] SEGMENT | [3] TP | [4] FUEL
* [5] REMARKS | [6] BROKER | [7] BROKER_EXCEL_TP
* STEP 8 Process Rows
* ==================================================================== */
$currentVehicleType = null;
$layoutHasComp = true; // true = Layout A, false = Layout B
$layoutHasComp = true;
$insertedCount = 0;
$updatedCount = 0;
foreach ($rows as $row) {
while (count($row) < 9) $row[] = null;
// Pad row to 9 columns so every index access is always safe
while (count($row) < 9) {
$row[] = null;
}
$col0 = trim((string) $row[0]);
$col1 = trim((string) $row[1]);
$col0 = trim((string) ($row[0] ?? ''));
$col1 = trim((string) ($row[1] ?? ''));
$col2 = trim((string) ($row[2] ?? ''));
$col3 = trim((string) ($row[3] ?? ''));
$col4 = trim((string) ($row[4] ?? ''));
// Consider col1 empty when it is blank or the string "nan"
$isCol1Empty = ($col1 === '' || strtolower($col1) === 'nan');
/* ------------------------------------------------------------------
* Row type A Date row (very first row of the sheet) skip
* ------------------------------------------------------------------ */
if ($col0 !== '' && $isCol1Empty && strtotime($col0) !== false) {
continue;
}
/* ------------------------------------------------------------------
* Row type B Section-header row
* Condition: col0 has text, col1 is empty, col0 is NOT "INSURER"
* Action: set currentVehicleType, reset layout flag
* ------------------------------------------------------------------ */
if (
$col0 !== ''
&& $isCol1Empty
&& strtoupper($col0) !== 'INSURER'
&& $normalize($col0) !== 'nan'
) {
// Section Header Detection
if ($col0 !== '' && ($col1 === '' || strtolower($col1) === 'nan') && strtoupper($col0) !== 'INSURER') {
$currentVehicleType = strtoupper($col0);
$layoutHasComp = true; // will be re-detected from next header row
continue;
}
/* ------------------------------------------------------------------
* Row type C Column-header row (col0 == "INSURER")
* Detect layout from col[4]:
* FUEL / PETROL / DIESEL / TP Layout B (no comp column)
* anything else Layout A (has comp column)
* ------------------------------------------------------------------ */
// Column Header Detection (Layout A vs B)
if (strtoupper($col0) === 'INSURER') {
$col4Upper = strtoupper($col4);
$layoutHasComp = !(
str_contains($col4Upper, 'FUEL')
|| str_contains($col4Upper, 'PETROL')
|| str_contains($col4Upper, 'DIESEL')
|| $col4Upper === 'TP'
);
$col4Upper = strtoupper((string)$row[4]);
$layoutHasComp = !preg_match('/(FUEL|PETROL|DIESEL|TP)/', $col4Upper);
continue;
}
/* ------------------------------------------------------------------
* Row type D Completely blank row skip
* ------------------------------------------------------------------ */
if ($col0 === '' && $col1 === '' && $col2 === '') {
continue;
}
if (empty($col0) || $currentVehicleType === null) continue;
/* ------------------------------------------------------------------
* Row type E Data row before any section header was seen skip
* ------------------------------------------------------------------ */
if ($currentVehicleType === null) {
continue;
}
/* ==================================================================
* MAP COLUMNS TO FIELDS based on detected layout
* ================================================================== */
// Mapping with Clean Numbers
if ($layoutHasComp) {
/* ----------------------------------------------------------------
* LAYOUT A (COMP + TP both present)
* col[3] = COMP (broker rate for comprehensive)
* col[4] = TP (broker rate for third-party)
* col[7] = BROKER_EXCEL_COMP
* col[8] = BROKER_EXCEL_TP
* ---------------------------------------------------------------- */
$insurer = $col0 !== '' ? strtoupper($col0) : null;
$rto = $col1 !== '' ? strtoupper($col1) : null;
$segment = $col2 !== '' ? strtoupper($col2) : null;
$comp = $col3 !== '' ? strtoupper($col3) : null;
$tp = $col4 !== '' ? strtoupper($col4) : null;
$insurer = strtoupper($col0);
$rto = strtoupper((string)$row[1]);
$segment = strtoupper((string)$row[2]);
// We extract numeric values only for the storage
$comp = $extractNumeric($row[3]);
$tp = $extractNumeric($row[4]);
$od = null;
$fuel = null;
$remarks = trim((string) ($row[5] ?? '')) ?: null;
$brokerName = trim((string) ($row[6] ?? '')) ?: null;
$brokerExcelComp = trim((string) ($row[7] ?? '')) ?: null;
$brokerExcelTp = trim((string) ($row[8] ?? '')) ?: null;
$brokerName = trim((string)$row[6]);
$brokerExcelComp = $extractNumeric($row[7]);
$brokerExcelTp = $extractNumeric($row[8]);
$brokerExcelOd = null;
$od = null;
/* partner_comp = broker_excel_comp retention_rate
partner_tp = broker_excel_tp retention_rate
partner_od = null (no OD broker value in Layout A)
Any of these will be null if broker_excel or retention_rate is null */
$partnerComp = $calcPartnerRate($brokerExcelComp, $retentionRate, $extractNumeric);
$partnerTp = $calcPartnerRate($brokerExcelTp, $retentionRate, $extractNumeric);
$partnerOd = null;
} else {
/* ----------------------------------------------------------------
* LAYOUT B (TP only, with FUEL column)
* col[3] = TP (broker rate for third-party)
* col[4] = FUEL type
* col[7] = BROKER_EXCEL_TP
* No COMP or OD broker excel column in this layout
* ---------------------------------------------------------------- */
$insurer = $col0 !== '' ? strtoupper($col0) : null;
$rto = $col1 !== '' ? strtoupper($col1) : null;
$segment = $col2 !== '' ? strtoupper($col2) : null;
$comp = null;
$tp = $col3 !== '' ? strtoupper($col3) : null;
$fuel = $col4 !== '' ? strtoupper($col4) : null;
$remarks = trim((string) ($row[5] ?? '')) ?: null;
$brokerName = trim((string) ($row[6] ?? '')) ?: null;
$brokerExcelComp = null;
$brokerExcelTp = trim((string) ($row[7] ?? '')) ?: null;
$brokerExcelOd = null;
$insurer = strtoupper($col0);
$rto = strtoupper((string)$row[1]);
$segment = strtoupper((string)$row[2]);
$comp = $extractNumeric($row[3]);
$tp = null;
$od = null;
/* partner_comp = null (no comp in Layout B)
partner_tp = broker_excel_tp retention_rate
partner_od = null (no OD broker value in Layout B) */
$partnerComp = null;
$partnerTp = $calcPartnerRate($brokerExcelTp, $retentionRate, $extractNumeric);
$partnerOd = null;
}
// Skip rows that have no essential identifiers
if (empty($insurer) || empty($segment)) {
continue;
}
/* ------------------------------------------------------------------
* OD-only row detection
* Some rows encode OD rate inside the comp column (e.g. "OD 1.5X")
* when tp is empty. Promote comp od and clear comp.
* Recalculate partner_od from broker_excel_comp in this case.
* ------------------------------------------------------------------ */
if ($comp !== null && stripos($comp, 'OD') === 0 && $tp === null) {
$od = $comp;
$comp = null;
$brokerExcelOd = $brokerExcelComp; // broker excel comp was OD value
$fuel = strtoupper((string)$row[4]);
$brokerName = trim((string)$row[6]);
$brokerExcelComp = null;
// partner_od = broker_excel_od retention_rate
$partnerOd = $calcPartnerRate($brokerExcelOd, $retentionRate, $extractNumeric);
$partnerComp = null;
$brokerExcelTp = $extractNumeric($row[7]);
$brokerExcelOd = null;
}
/* ==================================================================
* UPSERT into partner_insurance_payout_grid
* Natural key: vehicle_type + insurer + rto + segment
* UPDATE if record exists, INSERT otherwise.
* ================================================================== */
$existing = $this->PayoutGridModel
->where('vehicle_type', $currentVehicleType)
->where('insurer', $insurer)
->where('rto', $rto ?? '')
->where('segment', $segment)
->first();
// OD logic (if COMP contains an OD value)
if ($comp !== null && stripos((string)$row[3], 'OD') !== false && $tp === null) {
$od = $comp; $comp = null;
$brokerExcelOd = $brokerExcelComp; $brokerExcelComp = null;
}
$gridRow = [
'partner_agent_incentive_file_id' => $fileId, // STORE THE FILE ID HERE
'vehicle_type' => $currentVehicleType,
'fuel' => $fuel,
'insurer' => $insurer,
@ -436,51 +251,31 @@ class AgentIncentiveController extends ResourceController
'comp' => $comp,
'tp' => $tp,
'od' => $od,
'remarks' => $remarks,
'broker_excel_comp' => $brokerExcelComp,
'broker_excel_tp' => $brokerExcelTp,
'broker_excel_od' => $brokerExcelOd,
// partner_* = broker_excel_* retention_rate
// null when either broker value or retention_rate is missing
'partner_comp' => $partnerComp,
'partner_tp' => $partnerTp,
'partner_od' => $partnerOd,
'remarks' => trim((string)($row[5] ?? '')),
'broker_comp' => $brokerExcelComp,
'broker_tp' => $brokerExcelTp,
'broker_od' => $brokerExcelOd,
];
if (!empty($existing)) {
// Record already exists → UPDATE, stamp updated_by
$gridRow['updated_by'] = $createdBy;
$this->PayoutGridModel->update($existing['id'], $gridRow);
$updatedCount++;
} else {
// New record → INSERT, stamp created_by
$gridRow['created_by'] = $createdBy;
$this->PayoutGridModel->insert($gridRow);
$insertedCount++;
}
$gridRow['created_by'] = $createdBy;
$this->PayoutGridModel->insert($gridRow);
$insertedCount++;
}
/* ====================================================================
* STEP 12 Return summary response
* ==================================================================== */
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => [
'file' => $gridFileName,
'inserted' => $insertedCount,
'updated' => $updatedCount,
'retention_rate' => $retentionRate,
'message' => "Grid processed: {$insertedCount} inserted, {$updatedCount} updated.",
'file_id' => $fileId,
'inserted' => $insertedCount,
'message' => "Processed: {$insertedCount} new",
],
], 200);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => $e->getMessage(),
], 500);
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
@ -491,11 +286,12 @@ class AgentIncentiveController extends ResourceController
// GET /agent/payoutGrid?role=Manager&insurer=HDFC&vehicle_type=TWO%20WHEELER&plan_type=comp
// GET /agent/payoutGrid?role=Manager&insurer=HDFC&rto=TN&segment=BIKE&plan_type=comp
// GET /agent/payoutGrid?role=Manager&insurer=HDFC&segment=BIKE&vehicle_type=TWO%20WHEELER&plan_type=comp
public function getPayoutGrid()
public function getGridData()
{
try {
$request = $this->request;
$role = $request->getGet('role');
$file_id = $request->getGet('file_id');
// 1. Check if Role is provided
if (!$role) {
@ -526,12 +322,39 @@ class AgentIncentiveController extends ResourceController
// Handle dynamic column selection (comp/tp/od)
if (!empty($plan_type) && in_array($plan_type, ['comp', 'tp', 'od'])) {
$builder->select("id, insurer, vehicle_type, segment, rto, $plan_type as payout,fuel,broker_name,comp,tp,od,remarks,broker_excel_comp,
broker_excel_tp,broker_excel_od,partner_comp,partner_tp,partner_od,created_by,created_at,updated_by,updated_at");
$builder->select("id, insurer, vehicle_type, segment, rto, $plan_type as payout,fuel,broker_name,comp,tp,od,remarks,broker_comp,
broker_tp,broker_od,created_by,created_at,updated_by,updated_at");
} else {
// Default selection if no plan_type or invalid plan_type
$builder->select('id, insurer, vehicle_type, segment, rto, comp, tp, od, fuel,broker_name,comp,tp,od,remarks,broker_excel_comp,
broker_excel_tp,broker_excel_od,partner_comp,partner_tp,partner_od,created_by,created_at,updated_by,updated_at');
$builder->select('id, insurer, vehicle_type, segment, rto, comp, tp, od, fuel,broker_name,comp,tp,od,remarks,broker_comp,
broker_tp,broker_od,created_by,created_at,updated_by,updated_at');
}
}
if ($file_id) {
$builder->where('partner_agent_incentive_file_id', $file_id);
} else {
$maxRow = $this->PayoutGridModel
->selectMax('partner_agent_incentive_file_id')
->first();
// Model may return array or object based on global returnType.
$maxFileId = null;
if (is_array($maxRow)) {
$maxFileId = $maxRow['partner_agent_incentive_file_id'] ?? null;
} elseif (is_object($maxRow)) {
$maxFileId = $maxRow->partner_agent_incentive_file_id ?? null;
}
if (!empty($maxFileId)) {
$builder->where('partner_agent_incentive_file_id', $maxFileId);
} else {
// No data case
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'No data found'
], 404);
}
}
@ -619,12 +442,10 @@ class AgentIncentiveController extends ResourceController
'comp' => array_key_exists('comp', $data) ? $data['comp'] : null,
'tp' => array_key_exists('tp', $data) ? $data['tp'] : null,
'od' => array_key_exists('od', $data) ? $data['od'] : null,
'broker_excel_comp' => array_key_exists('broker_excel_comp', $data) ? $data['broker_excel_comp'] : null,
'broker_excel_tp' => array_key_exists('broker_excel_tp', $data) ? $data['broker_excel_tp'] : null,
'broker_excel_od' => array_key_exists('broker_excel_od', $data) ? $data['broker_excel_od'] : null,
'partner_comp' => array_key_exists('partner_comp', $data) ? $data['partner_comp'] : null,
'partner_tp' => array_key_exists('partner_tp', $data) ? $data['partner_tp'] : null,
'partner_od' => array_key_exists('partner_od', $data) ? $data['partner_od'] : null,
'broker_comp' => array_key_exists('broker_comp', $data) ? $data['broker_comp'] : null,
'broker_tp' => array_key_exists('broker_tp', $data) ? $data['broker_tp'] : null,
'broker_od' => array_key_exists('broker_od', $data) ? $data['broker_od'] : null,
'remarks' => array_key_exists('remarks', $data) ? $data['remarks'] : null,
];
@ -669,7 +490,7 @@ class AgentIncentiveController extends ResourceController
// -------------------------------------------------------------------------
// 2. Download Filtered Grid in Excel
// Route: $routes->get('agent/downloadGrid', 'AgentIncentiveController::downloadGridInExcel');
// Purpose: Applies the exact same filters as getPayoutGrid(), but instead
// Purpose: Applies the exact same filters as getGridData/(:num)(), but instead
// of returning JSON, it generates and downloads an Excel file.
// -------------------------------------------------------------------------
public function downloadGridInExcel()
@ -751,20 +572,18 @@ class AgentIncentiveController extends ResourceController
// Output dynamic columns based on selected plan type
if ($plan_type === 'comp') {
$sheet->setCellValue('F' . $rowNumber, $row['comp']);
$sheet->setCellValue('G' . $rowNumber, $row['partner_comp']);
} elseif ($plan_type === 'tp') {
$sheet->setCellValue('F' . $rowNumber, $row['tp']);
$sheet->setCellValue('G' . $rowNumber, $row['partner_tp']);
} elseif ($plan_type === 'od') {
$sheet->setCellValue('F' . $rowNumber, $row['od']);
$sheet->setCellValue('G' . $rowNumber, $row['partner_od']);
} else {
$sheet->setCellValue('F' . $rowNumber, $row['comp']);
$sheet->setCellValue('G' . $rowNumber, $row['tp']);
$sheet->setCellValue('H' . $rowNumber, $row['od']);
$sheet->setCellValue('I' . $rowNumber, $row['partner_comp']);
$sheet->setCellValue('J' . $rowNumber, $row['partner_tp']);
$sheet->setCellValue('K' . $rowNumber, $row['partner_od']);
}
$rowNumber++;
}
@ -792,52 +611,4 @@ class AgentIncentiveController extends ResourceController
}
}
// -------------------------------------------------------------------------
// 3. Download the Originally Uploaded Reference Grid
// Route: $routes->get('agent/downloadExistGrid', 'AgentIncentiveController::downloadLastestGrid');
// Purpose: Finds the most recently uploaded physical Excel file (where file_type='grid')
// from the partner_agent_incentive_file table and initiates a download.
// -------------------------------------------------------------------------
public function downloadLastestGrid()
{
try {
// Find the latest file entry in the database where file_type is 'grid'
$latestFileRecord = $this->AgentIncentiveFileModel
->where('file_type', 'grid')
->orderBy('created_on', 'DESC')
->first();
if (empty($latestFileRecord)) {
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'No uploaded reference grid file found in the database.'
], 404);
}
// Construct the exact file path where it was saved during upload
$fileName = $latestFileRecord['incentive_file_name'];
$filePath = WRITEPATH . 'uploads/agent/incentive_file/' . $fileName;
// Check if the physical file actually exists on the server
if (!file_exists($filePath)) {
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'The file record exists, but the physical file is missing from the server.'
], 404);
}
// Initiate the download of the physical file
return $this->response->download($filePath, null)->setFileName('Reference_Grid_' . $fileName);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => 'Error attempting to download file: ' . $e->getMessage()
], 500);
}
}
}

View File

@ -405,6 +405,7 @@ class EndorsementController extends ResourceController
if (!empty($staff) && $staff['role_id'] == 4) {
$updateData['is_data_accuracy_checked'] = 1;
$updateData['status'] = "Closed" ;
}
}

View File

@ -33,9 +33,9 @@ class AgentIncentiveFileModel extends Model
// Validation rules (optional, add as per your need)
protected $validationRules = [
'agent_id' => 'required|integer',
'incentive_month' => 'required|valid_date',
'incentive_file_name'=> 'required|string|max_length[150]',
'file_type' => 'permit_empty|max_length[50]'
'agent_id' => 'permit_empty|integer',
'incentive_month' => 'required|valid_date',
'incentive_file_name' => 'required|string|max_length[150]',
'file_type' => 'permit_empty|max_length[50]'
];
}

View File

@ -24,12 +24,10 @@ class PartnerInsurancePayoutGridModel extends Model
'tp',
'od',
'remarks',
'broker_excel_comp',
'broker_excel_tp',
'broker_excel_od',
'partner_comp',
'partner_tp',
'partner_od',
'broker_comp',
'broker_tp',
'broker_od',
'partner_agent_incentive_file_id',
'created_by',
'updated_by',
];
@ -54,56 +52,6 @@ class PartnerInsurancePayoutGridModel extends Model
protected $skipValidation = false;
// -------------------------------------------------------------------------
// Find by the natural UPSERT key
// -------------------------------------------------------------------------
public function findByUpsertKey(
string $vehicleType,
string $insurer,
?string $rto,
string $segment
): ?array {
return $this
->where('vehicle_type', $vehicleType)
->where('insurer', $insurer)
->where('rto', $rto ?? '')
->where('segment', $segment)
->first();
}
// -------------------------------------------------------------------------
// Bulk UPSERT helper
// Accepts an array of grid rows and inserts or updates each one.
// Returns ['inserted' => int, 'updated' => int]
// -------------------------------------------------------------------------
public function bulkUpsert(array $gridRows, ?int $userId = null): array
{
$inserted = 0;
$updated = 0;
foreach ($gridRows as $row) {
$existing = $this->findByUpsertKey(
$row['vehicle_type'],
$row['insurer'],
$row['rto'] ?? null,
$row['segment']
);
$row['updated_by'] = $userId;
if (!empty($existing)) {
$this->update($existing['id'], $row);
$updated++;
} else {
$row['created_by'] = $userId;
$this->insert($row);
$inserted++;
}
}
return ['inserted' => $inserted, 'updated' => $updated];
}
// -------------------------------------------------------------------------
// Fetch grid filtered by vehicle_type
// -------------------------------------------------------------------------
@ -127,11 +75,4 @@ class PartnerInsurancePayoutGridModel extends Model
->findAll();
}
// -------------------------------------------------------------------------
// Update a grid row by id
// -------------------------------------------------------------------------
public function updateGridById(int $id, array $data): bool
{
return $this->update($id, $data);
}
}