2401 lines
110 KiB
PHP
2401 lines
110 KiB
PHP
<?php
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namespace App\Controllers;
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use CodeIgniter\RESTful\ResourceController;
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use PhpOffice\PhpSpreadsheet\Spreadsheet;
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use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
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use PhpOffice\PhpSpreadsheet\Style\Border;
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use PhpOffice\PhpSpreadsheet\Cell\Coordinate; // <--- THIS MUST BE HERE
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use PhpOffice\PhpSpreadsheet\Style\Alignment;
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class ExcelExportController extends ResourceController
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{
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protected $db;
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public function __construct()
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{
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$this->db = \Config\Database::connect();
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}
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/**
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* Centralized function to create the spreadsheet, apply styling,
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* set headers, and stream the file output.
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*
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* @param array $header Column headers (1D array)
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* @param array $data Policy data including the total row (2D array)
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* @param string $title Spreadsheet title
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* @param string $fileName Output file name
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* @param string $totalLabelCol Column letter for the 'TOTAL:' label (e.g., 'C' or 'E')
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* @param string $totalValueCol Column letter for the total value (e.g., 'D' or 'F')
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* @return void
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*/
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private function streamExcelFile(array $header, array $data, string $title, string $fileName, bool $showTotal = true): void
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{
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while (ob_get_level() > 0) {
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ob_end_clean();
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}
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$spreadsheet = new \PhpOffice\PhpSpreadsheet\Spreadsheet();
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$sheet = $spreadsheet->getActiveSheet();
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$columnCount = count($header);
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$lastCol = \PhpOffice\PhpSpreadsheet\Cell\Coordinate::stringFromColumnIndex($columnCount);
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$rowCount = count($data);
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// 1. Title
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$sheet->mergeCells("A1:{$lastCol}1");
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$sheet->setCellValue('A1', $title);
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$sheet->getStyle('A1')->getFont()->setBold(true)->setSize(14);
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$sheet->getStyle('A1')->getAlignment()->setHorizontal('center');
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// 2. Headers
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$sheet->fromArray($header, NULL, 'A2');
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$sheet->getStyle("A2:{$lastCol}2")->getFont()->setBold(true);
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$sheet->getStyle("A2:{$lastCol}2")->getFill()
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->setFillType(\PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID)
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->getStartColor()->setARGB('F2F2F2');
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// 3. Data
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$sheet->fromArray($data, NULL, 'A3');
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// 4. Dynamic Total Row Styling
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if ($rowCount > 0 && $showTotal === true) {
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$totalRowNumber = $rowCount + 2;
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// Bold the entire last row
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$sheet->getStyle("A{$totalRowNumber}:{$lastCol}{$totalRowNumber}")->getFont()->setBold(true);
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// Find the second to last column letter for "Total:" alignment
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$labelColLetter = \PhpOffice\PhpSpreadsheet\Cell\Coordinate::stringFromColumnIndex($columnCount - 1);
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// Right-align the "Total:" label (usually second to last column)
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$sheet->getStyle($labelColLetter . $totalRowNumber)->getAlignment()->setHorizontal('right');
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// Format the last column (the sum) as a number
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$sheet->getStyle($lastCol . $totalRowNumber)->getNumberFormat()->setFormatCode('#,##0.00');
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/**
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* ACCOUNTING FORMAT:
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* The "_-₹*" part tells Excel to put the ₹ on the left and
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* the "*" creates a gap that pushes the numbers to the right.
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*/
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$accountingFormat = '_-₹* #,##0.00_-;_-₹* -#,##0.00_-;_-₹* "-"??_-;_-@_-';
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$sheet->getStyle("{$lastCol}3:{$lastCol}{$totalRowNumber}")
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->getNumberFormat()
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->setFormatCode($accountingFormat);
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// 4. Force Right Alignment for the numeric part
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$sheet->getStyle("{$lastCol}3:{$lastCol}{$totalRowNumber}")
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->getAlignment()
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->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_RIGHT);
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}
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// 5. Auto-size
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for ($i = 1; $i <= $columnCount; $i++) {
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$col = \PhpOffice\PhpSpreadsheet\Cell\Coordinate::stringFromColumnIndex($i);
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$sheet->getColumnDimension($col)->setAutoSize(true);
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}
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header("Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet");
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header("Content-Disposition: attachment; filename=\"{$fileName}\"");
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header("Cache-Control: max-age=0");
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$writer = new \PhpOffice\PhpSpreadsheet\Writer\Xlsx($spreadsheet);
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$writer->save('php://output');
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exit();
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}
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// 1) Broker generate the Excel file
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public function downloadExcelBroker()
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{
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try{
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$managerId = $this->request->getGet('manager_id');
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$brokerId = $this->request->getGet('broker_id');
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$month = $this->request->getGet('month');
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if (empty($managerId) || empty($brokerId) || empty($month)) {
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$msg = "Missing: ";
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$msg .= empty($managerId) ? "manager_id " : "";
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$msg .= empty($brokerId) ? "broker_id " : "";
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$msg .= empty($month) ? "month " : "";
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$ref = ['debug_msg' => $msg];
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// $ref = ['debug_msg' => 'Missing required parameters: manager_id, broker_id, and month must be provided.'];
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return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
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}
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$data = $this->getDataBroker($managerId, $brokerId, $month);
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if (empty($data)) {
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throw new \RuntimeException('No policies found...', 404);
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}
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$lastIndex = count(reset($data)) - 1;
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// usort($data, function($a, $b) use ($lastIndex) {
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// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
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// });
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usort($data, function($a, $b) use ($lastIndex) {
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return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
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});
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$finalData = [];
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$serialNo = 1;
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$totalSum = 0;
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foreach ($data as $row) {
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$indexedRow = array_values($row);
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$lastIndex = count($indexedRow) - 1;
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$totalSum += (float) $indexedRow[$lastIndex];
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unset($indexedRow[$lastIndex]);
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$finalData[] = array_merge([$serialNo++], $indexedRow);
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}
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// foreach ($data as $row) {
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// $finalData[] = array_merge([$serialNo++], $row);
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// }
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$header = ['S.No',
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'Received Date', 'Assigned To',
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'Partner Name' , 'Partner Code',
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'Insurer Name' ,'Insurer Short Name',
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'Insured Name', 'Vehicle Number',
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'Payment Mode', 'Plan Type',
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'Broker Name', 'Issue Date', 'Policy Number', 'Premium Amount'];
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// Calculate and append total
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$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
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// $grandTotal = array_sum(array_column($finalData, $lastColIndex));
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$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
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$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
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$totalRow[$lastColIndex] = $totalSum;
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$finalData[] = $totalRow;
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$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
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$brokerName = $finalData[0][11] ?? '';
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$fileName = "Broker_Policies_Details_{$monthName}.xlsx";
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$titleName = str_replace(['_', '.xlsx'], [' ', ''], $fileName);
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// --- CALL CENTRALIZED FUNCTION ---
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$this->streamExcelFile(
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$header,
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$finalData,
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$titleName,
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$fileName,
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true // Pass 'true' to show/bold the total row
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);
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return;
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} catch (\Throwable $e) {
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// ... (Your error handling remains the same) ...
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$ref = [];
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// Case 1: No Data Found (Soft Success JSON)
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if ($e instanceof \RuntimeException && $e->getCode() === 404) {
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$ref['debug_msg'] = 'No Data Found';
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return $this->respond([
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'status' => 'success',
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'code' => 200,
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'data' => [],
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'message' => 'No Data Found',
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'ref' => $ref
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], 200);
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}
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// Case 2: Database or Other Error (Error JSON)
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$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
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|| $e instanceof \mysqli_sql_exception
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|| $e instanceof \PDOException;
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if ($isDbError) {
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$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
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$ref['debug_msg'] = 'Database Error Occurred: ' . $e->getMessage();
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$message = 'Database Error Occurred.';
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} else {
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$ref['debug_msg'] = 'An unexpected error occurred: ' . $e->getMessage();
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$message = 'Something went wrong. Please try again later.';
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}
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return $this->respond([
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'status' => 'error',
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'code' => 500,
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'data' => [],
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'message'=> $message,
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'ref' => $ref
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], 200);
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}
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}
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// 2) Product generate the Excel file
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public function downloadExcelProduct()
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{
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try{
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$managerId = $this->request->getGet('manager_id');
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$vehicleType = $this->request->getGet('vehicle_type');
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$month = $this->request->getGet('month');
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if (empty($managerId) || empty($vehicleType) || empty($month)) {
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$msg = "Missing: ";
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$msg .= empty($managerId) ? "manager_id " : "";
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$msg .= empty($brokerId) ? "broker_id " : "";
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$msg .= empty($month) ? "month " : "";
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$ref = ['debug_msg' => $msg];
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// $ref = ['debug_msg' => 'Missing required parameters: manager_id, broker_id, and month must be provided.'];
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return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
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}
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$data = $this->getDataProduct($managerId, $vehicleType, $month);
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if (empty($data)) {
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throw new \RuntimeException('No policies found for this vehicle type...', 404);
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}
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$lastIndex = count(reset($data)) - 1;
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// usort($data, function($a, $b) use ($lastIndex) {
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// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
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// });
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usort($data, function($a, $b) use ($lastIndex) {
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return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
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});
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$finalData = [];
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$serialNo = 1;
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$totalSum = 0;
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foreach ($data as $row) {
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$indexedRow = array_values($row);
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$lastIndex = count($indexedRow) - 1;
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$totalSum += (float) $indexedRow[$lastIndex];
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unset($indexedRow[$lastIndex]);
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$finalData[] = array_merge([$serialNo++], $indexedRow);
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}
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// foreach ($data as $row) {
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// $finalData[] = array_merge([$serialNo++], $row);
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// }
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// $header = ['Vehicle Type', 'Issue Date', 'Policy Number', 'Premium Amount'];
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$header = ['S.No',
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'Received Date', 'Assigned To',
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'Partner Name' , 'Partner Code',
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'Insurer Name' ,'Insurer Short Name',
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'Insured Name', 'Vehicle Number',
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'Payment Mode', 'Plan Type',
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'Vehicle Type', 'Issue Date', 'Policy Number', 'Premium Amount'];
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// Calculate and append total
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$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
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// $grandTotal = array_sum(array_column($finalData, $lastColIndex));
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$fmt = new \NumberFormatter('en_IN', \NumberFormatter::CURRENCY);
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$formattedGrandTotal = $fmt->formatCurrency($totalSum, "INR");
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$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
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$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
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$totalRow[$lastColIndex] = $totalSum;
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$finalData[] = $totalRow;
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$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
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$vehicleType = $finalData[0][11] ?? '';
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$fileName = "Product_Policies_Details_{$monthName}.xlsx";
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$titleName = str_replace(['_', '.xlsx'], [' ', ''], $fileName);
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// --- CALL CENTRALIZED FUNCTION ---
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$this->streamExcelFile(
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$header,
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$finalData,
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$titleName,
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$fileName,
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true // This will ignore the bold/alignment logic for the last row
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);
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return;
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} catch (\Throwable $e) {
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// ... (Your error handling remains the same) ...
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$ref = [];
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// Case 1: No Data Found (Soft Success JSON)
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if ($e instanceof \RuntimeException && $e->getCode() === 404) {
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$ref['debug_msg'] = 'No Data Found';
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return $this->respond([
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'status' => 'success',
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'code' => 200,
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'data' => [],
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'message' => 'No Data Found',
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'ref' => $ref
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], 200);
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}
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// Case 2: Database or Other Error (Error JSON)
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$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
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|| $e instanceof \mysqli_sql_exception
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|| $e instanceof \PDOException;
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if ($isDbError) {
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$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
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$ref['debug_msg'] = 'Database Error Occurred: ' . $e->getMessage();
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$message = 'Database Error Occurred.';
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} else {
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$ref['debug_msg'] = 'An unexpected error occurred: ' . $e->getMessage();
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$message = 'Something went wrong. Please try again later.';
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}
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return $this->respond([
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'status' => 'error',
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'code' => 500,
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'data' => [],
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'message'=> $message,
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'ref' => $ref
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], 200);
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}
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}
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// 3) Insurer generate the Excel file
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public function downloadExcelInsurer()
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{
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try{
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$managerId = $this->request->getGet('manager_id');
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$insurerId = $this->request->getGet('insurer_id');
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$month = $this->request->getGet('month');
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// --- ADDED VALIDATION (Simplified logic for clarity) ---
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if (empty($managerId) || empty($insurerId) || empty($month)) {
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$msg = "Missing: ";
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$msg .= empty($managerId) ? "manager_id " : "";
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$msg .= empty($insurerId) ? "insurer_id " : "";
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$msg .= empty($month) ? "month " : "";
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$ref = ['debug_msg' => $msg];
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// Status code remains 200, but JSON code is 400 as per your preference
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return $this->response->setJSON([
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'status' => 'error',
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'code' => 400,
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'data' => [],
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'message' => 'Missing required parameters',
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'ref' => $ref
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])->setStatusCode(200);
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}
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$data = $this->getDataInsurer($managerId, $insurerId, $month);
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// --- 1. MODIFIED LOGIC: Throw RuntimeException if no data ---
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if (empty($data)) {
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throw new \RuntimeException('No policies Details found for this insurer.', 404);
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}
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$lastIndex = count(reset($data)) - 1;
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// usort($data, function($a, $b) use ($lastIndex) {
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// return (float)$a[$lastIndex] <=> (float)$b[$lastIndex];
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// });
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usort($data, function($a, $b) use ($lastIndex) {
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return (float)$b[$lastIndex] <=> (float)$a[$lastIndex];
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});
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$finalData = [];
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$serialNo = 1;
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$totalSum = 0;
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foreach ($data as $row) {
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$indexedRow = array_values($row);
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$lastIndex = count($indexedRow) - 1;
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$totalSum += (float) $indexedRow[$lastIndex];
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unset($indexedRow[$lastIndex]);
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$finalData[] = array_merge([$serialNo++], $indexedRow);
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}
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// foreach ($data as $row) {
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// $finalData[] = array_merge([$serialNo++], $row);
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// }
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// Define column headers
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$header = ['S.No',
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'Received Date', 'Assigned To',
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'Partner Name' , 'Partner Code',
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'Vehicle Number',
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'Payment Mode', 'Plan Type',
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'Insurer Name', 'Insurer Short Name','Insured Name', 'Policy Issued Date','Policy Number', 'Premium Amount'];
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|
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// Calculate and append total
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$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
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// $grandTotal = array_sum(array_column($finalData, $lastColIndex));
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$fmt = new \NumberFormatter('en_IN', \NumberFormatter::CURRENCY);
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$formattedGrandTotal = $fmt->formatCurrency($totalSum, "INR");
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$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
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$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
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$totalRow[$lastColIndex] = $totalSum;
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$finalData[] = $totalRow;
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$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
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$InsurerName = $finalData[0][8] ?? "" ;
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$fileName = "Insurer_Policies_Details_{$monthName}.xlsx";
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$titleName = str_replace(['_', '.xlsx'], [' ', ''], $fileName);
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// --- CALL CENTRALIZED FUNCTION ---
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$this->streamExcelFile(
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$header,
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$finalData,
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$titleName,
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$fileName,
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true // This will ignore the bold/alignment logic for the last row
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);
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return; // STOP CI4 rendering anything else
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} catch (\Throwable $e) {
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|
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// ... (Your error handling remains the same) ...
|
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$ref = [];
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// Case 1: No Data Found (Soft Success JSON)
|
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if ($e instanceof \RuntimeException && $e->getCode() === 404) {
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$ref['debug_msg'] = 'No Data Found';
|
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return $this->respond([
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'status' => 'success',
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'code' => 200,
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'data' => [],
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'message' => 'No Data Found',
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'ref' => $ref
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], 200);
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}
|
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|
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// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['debug_msg'] = 'Database Error Occurred: ' . $e->getMessage();
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['debug_msg'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'Something went wrong. Please try again later.';
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
// 4) LowPremium generate the Excel file (Below 5OK)
|
|
public function downloadExcelLowPremium()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
|
|
if (empty($managerId)) {
|
|
$msg = "Missing: ";
|
|
$msg .= empty($managerId) ? "manager_id " : "";
|
|
$ref = ['debug_msg' => $msg];
|
|
// $ref = ['debug_msg' => 'Missing required parameters: manager_id, broker_id, and month must be provided.'];
|
|
return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
|
|
}
|
|
|
|
$data = $this->getDataLowPremiumAgent($managerId);
|
|
if (empty($data)) {
|
|
throw new \RuntimeException('No low premium agents found...', 404);
|
|
}
|
|
|
|
$finalData = [];
|
|
$serialNo = 1;
|
|
$totalSum = 0;
|
|
|
|
foreach ($data as $row) {
|
|
// 1. Convert associative row to indexed array
|
|
$indexedRow = array_values($row);
|
|
|
|
// 2. Add to total sum using the last index (total_premium_amount)
|
|
$lastIndex = count($indexedRow) - 1;
|
|
$totalSum += (float) $indexedRow[$lastIndex];
|
|
|
|
// 3. Remove columns you don't want in the Excel
|
|
unset($indexedRow[$lastIndex]); // Remove total_premium_amount (raw number)
|
|
unset($indexedRow[4]); // Remove last_business_date
|
|
unset($indexedRow[0]); // Remove agent_id
|
|
|
|
// 4. Re-index the array so it's clean (0, 1, 2...)
|
|
$cleanedRow = array_values($indexedRow);
|
|
|
|
// 5. Merge with Serial Number
|
|
$finalData[] = array_merge([$serialNo++], $cleanedRow);
|
|
}
|
|
|
|
$header = ['S.No', 'Partner Code','Partner Name','Partner Status' , 'Premium Amount'];
|
|
|
|
|
|
|
|
// Calculate and append total
|
|
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
|
|
|
|
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
|
|
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
|
|
$totalRow[$lastColIndex] = $totalSum;
|
|
$finalData[] = $totalRow;
|
|
|
|
// Note: $month variable is undefined, assuming you want current month for filename
|
|
$monthName = date('M_Y');
|
|
$PartnerName = $finalData[0][2] ?? '';
|
|
$fileName = 'Non_Performing_Partner_Business_Less_than_50000_Policy_Details.xlsx';
|
|
$titleName = str_replace(['_', '.xlsx'], [' ', ''], $fileName);
|
|
|
|
// --- CALL CENTRALIZED FUNCTION ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
$titleName,
|
|
$fileName,
|
|
true // This will ignore the bold/alignment logic for the last row
|
|
);
|
|
|
|
return;
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['debug_msg'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['debug_msg'] = 'Database Error Occurred: ' . $e->getMessage();
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['debug_msg'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'Something went wrong. Please try again later.';
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
// 5.1) AgentMonthly generate the Excel file
|
|
public function downloadExcelPerformingAgentsByID()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
$agentId = $this->request->getGet('agent_id');
|
|
// $month = $this->request->getGet('month');
|
|
|
|
if (empty($managerId) || empty($agentId)) {
|
|
|
|
$msg = "Missing: ";
|
|
$msg .= empty($managerId) ? "manager_id " : "";
|
|
$msg .= empty($agentId) ? "agent_id " : "";
|
|
// $msg .= empty($month) ? "month " : "";
|
|
$ref = ['debug_msg' => $msg];
|
|
return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
|
|
}
|
|
|
|
// Renamed helper function for consistency: getAgentMonthlyPoliciesData
|
|
$data = $this->getDataPerformingAgentsByID($managerId, $agentId); // , $month);
|
|
|
|
if (empty($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];
|
|
});
|
|
|
|
$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;
|
|
$totalSum = 0;
|
|
|
|
foreach ($data as $row) {
|
|
$indexedRow = array_values($row);
|
|
$lastIndex = count($indexedRow) - 1;
|
|
$totalSum += (float) $indexedRow[$lastIndex];
|
|
unset($indexedRow[$lastIndex]);
|
|
$finalData[] = array_merge([$serialNo++], $indexedRow);
|
|
}
|
|
// foreach ($data as $row) {
|
|
// $finalData[] = array_merge([$serialNo++], $row);
|
|
// }
|
|
|
|
// Calculate and append total
|
|
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
|
|
// $grandTotal = array_sum(array_column($finalData, $lastColIndex));
|
|
$fmt = new \NumberFormatter('en_IN', \NumberFormatter::CURRENCY);
|
|
$formattedGrandTotal = $fmt->formatCurrency($totalSum, "INR");
|
|
|
|
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
|
|
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
|
|
$totalRow[$lastColIndex] = $totalSum;
|
|
$finalData[] = $totalRow;
|
|
|
|
// $monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
|
|
|
|
$PartnerName = $finalData[0][11] ?? '';
|
|
|
|
$fileName = 'Performing_Partner_Policy_Details.xlsx';
|
|
$titleName = str_replace(['_', '.xlsx'], [' ', ''], $fileName);
|
|
|
|
// --- CALL CENTRALIZED FUNCTION ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
$titleName,
|
|
$fileName,
|
|
true // This will ignore the bold/alignment logic for the last row
|
|
);
|
|
|
|
|
|
return;
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
// 5.2) Top 50 Agent the Excel file
|
|
public function downloadExcelPerformingAgentsTop50()
|
|
{
|
|
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
|
|
if (empty($managerId)) {
|
|
$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);
|
|
}
|
|
|
|
// Renamed helper function for consistency: getAgentMonthlyPoliciesData
|
|
$data = $this->getDataPerformingAgentsTop50($managerId);
|
|
$header = ['S.No', 'Partner Code', 'Partner Name', 'Policy Count', 'Premium Amount'];
|
|
|
|
if (empty($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;
|
|
$totalSum = 0;
|
|
|
|
foreach ($data as $row) {
|
|
$indexedRow = array_values($row);
|
|
$lastIndex = count($indexedRow) - 1;
|
|
$totalSum += (float) $indexedRow[$lastIndex];
|
|
unset($indexedRow[$lastIndex]);
|
|
$finalData[] = array_merge([$serialNo++], $indexedRow);
|
|
}
|
|
// foreach ($data as $row) {
|
|
// $finalData[] = array_merge([$serialNo++], $row);
|
|
// }
|
|
|
|
|
|
// Calculate and append total
|
|
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
|
|
// $grandTotal = array_sum(array_column($finalData, $lastColIndex));
|
|
$fmt = new \NumberFormatter('en_IN', \NumberFormatter::CURRENCY);
|
|
$formattedGrandTotal = $fmt->formatCurrency($totalSum, "INR");
|
|
|
|
$totalRow = array_fill(0, count($header), ''); // Create empty row of same width
|
|
$totalRow[$lastColIndex - 1] = 'Total:'; // Put label in 2nd to last
|
|
$totalRow[$lastColIndex] = $totalSum;
|
|
$finalData[] = $totalRow;
|
|
|
|
$monthName = date('M_Y') ;
|
|
$fileName = 'Performing_Partner_Top_50_Policies_Details_Monthly_Report_' . $monthName . '.xlsx';
|
|
|
|
// --- CALL CENTRALIZED FUNCTION ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
"Performing Partner ( Top 50 ) Policies Details - Monthly Report ".$monthName,
|
|
$fileName,
|
|
true // This will ignore the bold/alignment logic for the last row
|
|
);
|
|
|
|
return;
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
// 6) Agents who all are Without Policies generate the Excel file (last 10 days no Policies created by the agents)
|
|
public function downloadExcelWithoutPolicies()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
|
|
if (empty($managerId)) {
|
|
$msg = "Missing: ";
|
|
$msg .= empty($managerId) ? "manager_id " : "";
|
|
$ref = ['debug_msg' => $msg];
|
|
// $ref = ['debug_msg' => 'Missing required parameters: manager_id, broker_id, and month must be provided.'];
|
|
return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
|
|
}
|
|
|
|
$data = $this->getDataAgentsWithoutPolicies($managerId);
|
|
|
|
if (empty($data)) {
|
|
throw new \RuntimeException('No Partners without policies found.', 404);
|
|
}
|
|
|
|
$header = ['S.No','Partner Code','Partner Name', 'Email', 'Mobile'];
|
|
|
|
$finalData = [];
|
|
$serialNo = 1; // Start counter at 1
|
|
|
|
// 2. Loop through and prepend the serial number
|
|
foreach ($data as $row) {
|
|
// We create a new array for each row
|
|
$finalData[] = [
|
|
$serialNo++,
|
|
$row[0],
|
|
$row[1],
|
|
$row[2],
|
|
$row[3]
|
|
];
|
|
}
|
|
|
|
|
|
|
|
// End Date: Today
|
|
$endDate = date('Ymd');
|
|
$endDateFile = date('d_m_Y');
|
|
$endDateTitle = date('d-m-Y');
|
|
// Start Date: 9 days ago (10th day is today)
|
|
$startDate = date('Ymd', strtotime('-9 days'));
|
|
$startDateFile = date('d_m_Y', strtotime('-9 days'));
|
|
$startDateTitle = date('d-m-Y', strtotime('-9 days'));
|
|
|
|
// --- Filename Generation ---
|
|
|
|
$fileName = 'Non_Performing_Partners_No_Business_For_Last_10_Days_' . $startDateFile . '_to_' . $endDateFile . '.xlsx';
|
|
|
|
// Example output: Agents_Without_Policies_20251206_to_20251215.xlsx
|
|
|
|
// --- CENTRALIZED CALL ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
"Non Performing Partners ( No Business For Last 10 Days " . $startDateTitle . " to " . $endDateTitle." )",
|
|
$fileName,
|
|
false // This will ignore the bold/alignment logic for the last row
|
|
);
|
|
|
|
return;
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => $e->getCode() ?: 500,
|
|
'data' => [],
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
// 7 Function to generate the Excel file
|
|
public function downloadExcelStaffAndProduct()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
$executiveId = $this->request->getGet('sales_executive_id');
|
|
$vehicleType = $this->request->getGet('vehicle_type');
|
|
$month = $this->request->getGet('month');
|
|
|
|
// --- ADDED VALIDATION (Simplified logic for clarity) ---
|
|
if (empty($managerId) || empty($executiveId) || empty($vehicleType) || empty($month)) {
|
|
$msg = "Missing: ";
|
|
$msg .= empty($managerId) ? "manager_id " : "";
|
|
$msg .= empty($executiveId) ? "sales_executive_id " : "";
|
|
$msg .= empty($vehicleType) ? "vehicle_type " : "";
|
|
$msg .= empty($month) ? "month " : "";
|
|
$ref = ['debug_msg' => $msg];
|
|
// $ref = ['debug_msg' => 'Missing required parameters: manager_id, broker_id, and month must be provided.'];
|
|
return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
|
|
|
|
}
|
|
|
|
$data = $this->getDataStaffAndProduct($managerId, $executiveId,$vehicleType, $month);
|
|
if (empty($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;
|
|
$totalSum = 0;
|
|
|
|
foreach ($data as $row) {
|
|
$indexedRow = array_values($row);
|
|
$lastIndex = count($indexedRow) - 1;
|
|
$totalSum += (float) $indexedRow[$lastIndex];
|
|
unset($indexedRow[$lastIndex]);
|
|
$finalData[] = array_merge([$serialNo++], $indexedRow);
|
|
}
|
|
// foreach ($data as $row) {
|
|
// $finalData[] = array_merge([$serialNo++], $row);
|
|
// }
|
|
$executiveName = $finalData[0][11] ?? '';
|
|
$vehicleType = $finalData[0][12] ?? '';
|
|
// Define column headers
|
|
|
|
$header = ['S.No',
|
|
'Received Date', 'Assigned To',
|
|
'Partner Name' , 'Partner Code',
|
|
'Insurer Name' ,'Insurer Short Name',
|
|
'Insured Name', 'Vehicle Number',
|
|
'Payment Mode', 'Plan Type',
|
|
'Sales Executive Name', 'Vehicle Type', 'Policy Number','Issued Date', 'Premium Amount'];
|
|
|
|
// --- 1. MODIFIED LOGIC: Throw RuntimeException if no data ---
|
|
|
|
|
|
// Calculate and append total
|
|
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
|
|
// $grandTotal = array_sum(array_column($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] = $totalSum;
|
|
$finalData[] = $totalRow;
|
|
|
|
|
|
$monthName = ($month === 'current') ? date('M_Y') : date('M_Y', strtotime('-1 month'));
|
|
$fileName = "Sales_Executive_Product_Wise_" . $monthName . ".xlsx";
|
|
$titleName = str_replace(['_', '.xlsx'], [' ', ''], $fileName);
|
|
|
|
$this->streamExcelFile($header,$finalData,$titleName,$fileName,true);
|
|
|
|
return; // STOP CI4 rendering anything else
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
// 8 ZIP inside 3 Excel
|
|
public function downloadExcelAsZIP($managerId = null)
|
|
{
|
|
// Ensure managerId is retrieved correctly if not passed as argument
|
|
$managerId = $managerId ?? $this->request->getGet('manager_id');
|
|
|
|
if (empty($managerId)) {
|
|
return $this->response->setJSON([
|
|
'status' => 'error',
|
|
'code' => 400,
|
|
'message' => 'Missing required parameter: manager_id'
|
|
]);
|
|
}
|
|
|
|
// 1. Fetch Data First
|
|
$monthlyData = $this->getDataPerformingAgentsByID($managerId, null);
|
|
$lowPremiumData = $this->getDataLowPremiumAgent($managerId);
|
|
$inactiveData = $this->getDataAgentsWithoutPolicies($managerId);
|
|
|
|
// 2. Add Total Rows where needed (Premium is usually the last index)
|
|
if (!empty($monthlyData)) {
|
|
$totalMonthly = array_sum(array_column($monthlyData, 12)); // Index 12 is 'premium_amount'
|
|
$monthlyData[] = ['', '', '', '', '', '', '', '', '', '', '', 'Total:', $totalMonthly];
|
|
}
|
|
|
|
if (!empty($lowPremiumData)) {
|
|
$totalLow = array_sum(array_column($lowPremiumData, 13)); // Index 13 is 'premium_amount'
|
|
$lowPremiumData[] = ['', '', '', '', '', '', '', '', '', '', '', '', 'Total:', $totalLow];
|
|
}
|
|
|
|
// 3. Prepare Report Configuration
|
|
$reports = [
|
|
'Monthly_Policies_Details.xlsx' => ['data' => $monthlyData, 'header' => ['Received Date', 'Assigned To', 'Insurer', 'Short Name', 'Insured', 'Reg No', 'Mode', 'Plan', 'Agent', 'Code', 'Policy #', 'Issued Date', 'Premium'], 'title' => "Monthly Report",'showTotal' => true],
|
|
'Low_Premium_Policies_Details.xlsx' => ['data' => $lowPremiumData, 'header' => ['Received Date', 'Assigned To', 'Insurer', 'Short Name', 'Insured', 'Reg No', 'Mode', 'Plan', 'Agent', 'Code', 'Status', 'Policy #', 'Issued Date', 'Premium'], 'title' => "Low Premium Report",'showTotal' => true],
|
|
'Partners_Without_Policies_Details.xlsx' => ['data' => $inactiveData, 'header' => ['Partner Name', 'Partner Code', 'Email', 'Mobile'], 'title' => "Inactive Agents",'showTotal' => false]
|
|
];
|
|
|
|
// 4. Initialize Zip
|
|
$zipFileName = 'Agent_Reports_' . date('Y-m-d_H-i') . '.zip';
|
|
$zipFilePath = tempnam(sys_get_temp_dir(), 'zip');
|
|
|
|
$zip = new \ZipArchive();
|
|
if ($zip->open($zipFilePath, \ZipArchive::CREATE | \ZipArchive::OVERWRITE) === TRUE) {
|
|
foreach ($reports as $name => $config) {
|
|
$excelContent = $this->generateExcelBinary($config['header'], $config['data'], $config['title'],$config['showTotal']);
|
|
$zip->addFromString($name, $excelContent);
|
|
}
|
|
$zip->close();
|
|
}
|
|
|
|
// 5. Direct Download
|
|
// Instead of creating a file on disk, we can send the ZIP data directly.
|
|
// This avoids the "deleteFileAfterSend" error entirely.
|
|
|
|
$zipData = file_get_contents($zipFilePath); // Read the zip file into a variable
|
|
unlink($zipFilePath); // Delete the temp file immediately
|
|
|
|
return $this->response->download($zipFileName, $zipData);
|
|
}
|
|
|
|
|
|
// GENERATE ZIP
|
|
private function generateExcelBinary(array $header, array $data, string $title, bool $showTotal = true): string
|
|
{
|
|
$spreadsheet = new \PhpOffice\PhpSpreadsheet\Spreadsheet();
|
|
$sheet = $spreadsheet->getActiveSheet();
|
|
|
|
// 1. Calculate dimensions
|
|
$columnCount = count($header);
|
|
$lastCol = \PhpOffice\PhpSpreadsheet\Cell\Coordinate::stringFromColumnIndex($columnCount);
|
|
$rowCount = count($data);
|
|
|
|
// 2. Title Styling
|
|
$sheet->mergeCells("A1:{$lastCol}1");
|
|
$sheet->setCellValue('A1', $title);
|
|
$sheet->getStyle('A1')->getFont()->setBold(true)->setSize(14);
|
|
$sheet->getStyle('A1')->getAlignment()->setHorizontal('center');
|
|
|
|
// 3. Headers (Row 2)
|
|
$sheet->fromArray($header, NULL, 'A2');
|
|
$sheet->getStyle("A2:{$lastCol}2")->getFont()->setBold(true);
|
|
$sheet->getStyle("A2:{$lastCol}2")->getFill()
|
|
->setFillType(\PhpOffice\PhpSpreadsheet\Style\Fill::FILL_SOLID)
|
|
->getStartColor()->setARGB('F2F2F2'); // Light gray background
|
|
|
|
// 4. Data (Starting Row 3)
|
|
$sheet->fromArray($data, NULL, 'A3');
|
|
|
|
// 5. Bold the Total Row (The last row of data)
|
|
if ($rowCount > 0 && $showTotal === true) {
|
|
$totalRowNumber = $rowCount + 2; // Row 1 (Title) + Row 2 (Header) + Data Rows
|
|
$sheet->getStyle("A{$totalRowNumber}:{$lastCol}{$totalRowNumber}")->getFont()->setBold(true);
|
|
|
|
// Optional: Add a top border to the total row to make it look professional
|
|
// $sheet->getStyle("A{$totalRowNumber}:{$lastCol}{$totalRowNumber}")->getBorders()->getTop()->setBorderStyle(\PhpOffice\PhpSpreadsheet\Style\Border::BORDER_THIN);
|
|
}
|
|
|
|
// 6. Auto-size Columns
|
|
// Using column index to avoid issues with double-letter columns (e.g., AA, AB)
|
|
for ($i = 1; $i <= $columnCount; $i++) {
|
|
$colLetter = \PhpOffice\PhpSpreadsheet\Cell\Coordinate::stringFromColumnIndex($i);
|
|
$sheet->getColumnDimension($colLetter)->setAutoSize(true);
|
|
}
|
|
|
|
// 7. Capture Binary Output
|
|
$writer = new \PhpOffice\PhpSpreadsheet\Writer\Xlsx($spreadsheet);
|
|
|
|
// Use Output Buffering to grab the file content as a string
|
|
ob_start();
|
|
$writer->save('php://output');
|
|
$excelBinary = ob_get_clean();
|
|
|
|
return $excelBinary;
|
|
}
|
|
|
|
public function downloadExcelStaffPendingSummary()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
|
|
|
|
// --- ADDED VALIDATION (Simplified logic for clarity) ---
|
|
if (empty($managerId)) {
|
|
$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);
|
|
}
|
|
|
|
$data = $this->getDataStaffPendingSummary($managerId);
|
|
|
|
if (empty($data)) {
|
|
throw new \RuntimeException('No summary found.', 404);
|
|
}
|
|
|
|
// Define column headers
|
|
$header = ['S.No', 'Staff Name', 'Today Assigned', 'Pending', 'In Progress', 'Completed', 'Previous Pending'];
|
|
|
|
// Initialize totals
|
|
$sums = array_fill(2, 5, 0); // Start from index 2, cover 5 columns
|
|
$finalData = [];
|
|
$serialNo = 1;
|
|
|
|
// Process data and calculate sums
|
|
foreach ($data as $row) {
|
|
// Convert row to indexed array values to ensure merge works correctly
|
|
$rowData = array_values($row);
|
|
|
|
// Add Serial Number
|
|
$finalData[] = array_merge([$serialNo++], $rowData);
|
|
|
|
// Summing columns index 2 to 6
|
|
for ($i = 2; $i <= 6; $i++) {
|
|
// Use index $i-1 because $row doesn't have S.No yet, but $rowData does
|
|
$sums[$i] += (int)($rowData[$i - 1] ?? 0);
|
|
}
|
|
}
|
|
|
|
// Create the Total Row
|
|
$totalRow = array_fill(0, count($header), ''); // Create empty row
|
|
$totalRow[1] = 'Total:'; // Label under "Staff Name"
|
|
|
|
foreach ($sums as $index => $sumValue) {
|
|
// This ensures that even if the sum is 0, it puts the digit '0' in the cell
|
|
$totalRow[$index] = $sumValue;
|
|
}
|
|
|
|
// Fill sums into the total row
|
|
foreach ($sums as $index => $sumValue) {
|
|
$totalRow[$index] = $sumValue;
|
|
}
|
|
|
|
// Add to final data
|
|
$finalData[] = $totalRow;
|
|
|
|
$fileName = 'Staff_Level_Pending_Summary.xlsx';
|
|
|
|
|
|
// --- CALL CENTRALIZED FUNCTION ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
"Staff Level Pending Summary",
|
|
$fileName,
|
|
false
|
|
);
|
|
|
|
return; // STOP CI4 rendering anything else
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
|
|
public function downloadExcelStaffPendingSummaryByID()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
$staffId = $this->request->getGet('staff_id');
|
|
$status = $this->request->getGet('status');
|
|
|
|
|
|
// --- ADDED VALIDATION (Simplified logic for clarity) ---
|
|
if (empty($managerId) || empty($staffId) || empty($status)) {
|
|
$msg = "Missing: ";
|
|
$msg .= empty($managerId) ? "manager_id " : "";
|
|
$msg .= empty($staffId) ? "staff_id " : "";
|
|
$msg .= empty($status) ? "status " : "";
|
|
$ref = ['debug_msg' => $msg];
|
|
// $ref = ['debug_msg' => 'Missing required parameters: manager_id, broker_id, and month must be provided.'];
|
|
return $this->response->setJSON(['status' => 'error','code' => 400,'data' => [],'message' => 'Missing required parameters','ref' => $ref])->setStatusCode(200);
|
|
|
|
}
|
|
|
|
$data = $this->getDataStaffPendingSummaryByID($managerId,$staffId,$status);
|
|
|
|
if (empty($data)) {
|
|
throw new \RuntimeException('No summary found.', 404);
|
|
}
|
|
|
|
// Define column headers
|
|
|
|
|
|
$header = ['S.No', 'Received Date',
|
|
'Assigned To(Staff Name)',
|
|
'Partner Name', 'Partner Code',
|
|
'Insurer Name', 'Insurer Short Name',
|
|
'Insured Name', 'Vehicle Number',
|
|
'Payment Mode', 'Plan Type'];
|
|
// Initialize totals
|
|
$lastIndex = count(reset($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);
|
|
}
|
|
|
|
$staffName = $finalData[0][2] ?? 'Staff';
|
|
|
|
$cleanStaffName = str_replace(' ', '_', strtolower($staffName));
|
|
$cleanStaffName2 = ucwords($staffName);
|
|
|
|
$cleanStatus = str_replace('_', ' ', strtolower($status));
|
|
$cleanStatus2 = ucwords(str_replace('_', ' ', strtolower($status)));
|
|
|
|
$fileName = $cleanStaffName . '_' . $cleanStatus . '_Summary.xlsx';
|
|
|
|
// --- CALL CENTRALIZED FUNCTION ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
$cleanStaffName2 ." ". $cleanStatus2." Summary",
|
|
$fileName,
|
|
false
|
|
);
|
|
|
|
return; // STOP CI4 rendering anything else
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
|
|
public function downloadExcelEndorsement()
|
|
{
|
|
try{
|
|
$managerId = $this->request->getGet('manager_id');
|
|
$search = $this->request->getGet('search');
|
|
|
|
|
|
// --- ADDED VALIDATION (Simplified logic for clarity) ---
|
|
if (empty($managerId)) {
|
|
$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);
|
|
}
|
|
|
|
$data = $this->getDataEndorsement($managerId,$search);
|
|
|
|
|
|
if (empty($data)) {
|
|
throw new \RuntimeException('No Endorsement Details found.', 404);
|
|
}
|
|
|
|
// Define column headers
|
|
|
|
|
|
$header = ['S.No', 'Internal/External',
|
|
'Date','Partner',
|
|
'Insurer','Staff',
|
|
'Reg.No','Policy No',
|
|
'Type of Endorsement',
|
|
'Contact Person',
|
|
'Financial/Non-Financial',
|
|
'Pending Days','Remarks',
|
|
'End. Premium'
|
|
];
|
|
|
|
$finalData = [];
|
|
$serialNo = 1;
|
|
$totalSum = 0;
|
|
|
|
foreach ($data as $row) {
|
|
$indexedRow = array_values($row);
|
|
$lastIndex = count($indexedRow) - 1;
|
|
$totalSum += (float) $indexedRow[$lastIndex];
|
|
unset($indexedRow[$lastIndex]);
|
|
$finalData[] = array_merge([$serialNo++], $indexedRow);
|
|
}
|
|
|
|
// Calculate and append total
|
|
$lastColIndex = count($header) - 1; // Get index of the last column (Premium)
|
|
// $grandTotal = array_sum(array_column($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] = $totalSum;
|
|
$finalData[] = $totalRow;
|
|
|
|
$fileName = 'Endorsement_Report_' . date('YmdHis') . '.xlsx';
|
|
|
|
// --- CALL CENTRALIZED FUNCTION ---
|
|
$this->streamExcelFile(
|
|
$header,
|
|
$finalData,
|
|
"Endorsement Report",
|
|
$fileName,
|
|
true
|
|
);
|
|
|
|
return; // STOP CI4 rendering anything else
|
|
|
|
} catch (\Throwable $e) {
|
|
|
|
// ... (Your error handling remains the same) ...
|
|
$ref = [];
|
|
// Case 1: No Data Found (Soft Success JSON)
|
|
if ($e instanceof \RuntimeException && $e->getCode() === 404) {
|
|
$ref['message'] = 'No Data Found';
|
|
return $this->respond([
|
|
'status' => 'success',
|
|
'code' => 200,
|
|
'data' => [],
|
|
'message' => 'No Data Found',
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
|
|
// Case 2: Database or Other Error (Error JSON)
|
|
$isDbError = $e instanceof \CodeIgniter\Database\Exceptions\DatabaseException
|
|
|| $e instanceof \mysqli_sql_exception
|
|
|| $e instanceof \PDOException;
|
|
|
|
if ($isDbError) {
|
|
$ref['debug_info'] = $e->getFile() . " / LN : " . $e->getLine();
|
|
$ref['message'] = 'Database Error Occurred.';
|
|
$message = 'Database Error Occurred.';
|
|
} else {
|
|
$ref['message'] = 'An unexpected error occurred: ' . $e->getMessage();
|
|
$message = 'An unexpected error occurred: ' . $e->getMessage();
|
|
}
|
|
|
|
return $this->respond([
|
|
'status' => 'error',
|
|
'code' => 500,
|
|
'data' => [],
|
|
'message'=> $message,
|
|
'ref' => $ref
|
|
], 200);
|
|
}
|
|
}
|
|
|
|
|
|
/**
|
|
* Executes the detailed policy query and extracts the data for the spreadsheet.
|
|
* @param string $managerId
|
|
* @param int $brokerId
|
|
* @param string $month ('current' or 'previous')
|
|
* @return array
|
|
*/
|
|
private function getDataBroker($managerId, $brokerId, $month): array
|
|
{
|
|
// --- Correction 1: Initialize Database Connection ---
|
|
|
|
$data = [];
|
|
|
|
try {
|
|
$builder = $this->db->table('partner_policy pp');
|
|
// Note: I removed 'broker_id' from SELECT as it's redundant in the Excel sheet details
|
|
|
|
|
|
$builder->select('
|
|
DATE_FORMAT(pe.created_on, "%d-%m-%Y %h:%i %p") AS received_date,
|
|
S.name as assigned_to_name,
|
|
A.name as agent_name, A.agent_code,
|
|
I.name as insurer_name,I.short_name as insurer_short_name,
|
|
pe.name as insured_name,
|
|
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,CONCAT("\t", pp.policy_number) AS policy_number,
|
|
CONCAT("₹ ", FORMAT(pp.premium_amount, 2, "en_IN")) AS premium_amount,
|
|
pp.premium_amount AS raw_premium');
|
|
$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');
|
|
$builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
$builder->join('partner_agent A', 'A.id = pe.agent_id', 'left');
|
|
$builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
$builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
$builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
// --- Correction 2: Use Robust Date Range Filtering ---
|
|
if ($month === "current") {
|
|
// WHERE issued_date >= start_of_current_month AND issued_date < start_of_next_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
else if ($month === "previous") {
|
|
// WHERE issued_date >= start_of_previous_month AND issued_date < start_of_current_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
|
|
// Broker and Manager Filter
|
|
$builder->where('pp.manager_id', $managerId);
|
|
$builder->where('pb.id', $brokerId);
|
|
$builder->orderBy('pp.issued_date', 'DESC');
|
|
|
|
$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.
|
|
* @param string $managerId
|
|
* @param string $vehicleType
|
|
* @param string $month ('current' or 'previous')
|
|
* @return array
|
|
*/
|
|
private function getDataProduct($managerId, $vehicleType, $month): array
|
|
{
|
|
// --- Correction 1: Initialize Database Connection ---
|
|
|
|
$data = [];
|
|
|
|
try {
|
|
$builder = $this->db->table('partner_policy pp');
|
|
// Note: I removed 'broker_id' from SELECT as it's redundant in the Excel sheet details
|
|
$builder->select('
|
|
DATE_FORMAT(pe.created_on, "%d-%m-%Y %h:%i %p") AS received_date,
|
|
S.name as assigned_to_name,
|
|
A.name as agent_name, A.agent_code,
|
|
I.name as insurer_name,I.short_name as insurer_short_name,
|
|
pe.name as insured_name,
|
|
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,CONCAT("\t", pp.policy_number) AS policy_number,
|
|
CONCAT("₹ ", FORMAT(pp.premium_amount, 2, "en_IN")) AS premium_amount,
|
|
pp.premium_amount AS raw_premium');
|
|
|
|
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
|
|
$builder->join('partner_quotation Q', 'Q.enquiry_id = pe.id', 'left');
|
|
$builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
$builder->join('partner_agent A', 'A.id = pe.agent_id', 'left');
|
|
$builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
$builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
$builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
|
|
// --- Correction 2: Use Robust Date Range Filtering ---
|
|
if ($month === "current") {
|
|
// WHERE issued_date >= start_of_current_month AND issued_date < start_of_next_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
else if ($month === "previous") {
|
|
// WHERE issued_date >= start_of_previous_month AND issued_date < start_of_current_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
|
|
// Broker and Manager Filter
|
|
$builder->where('pp.manager_id', $managerId);
|
|
$builder->where('pp.vehicle_type', $vehicleType);
|
|
|
|
|
|
$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.
|
|
* @param string $managerId
|
|
* @param int $insurerId
|
|
* @param string $month ('current' or 'previous')
|
|
* @return array
|
|
*/
|
|
private function getDataInsurer($managerId, $insurerId, $month): array
|
|
{
|
|
// --- Correction 1: Initialize Database Connection ---
|
|
|
|
$data = [];
|
|
|
|
try {
|
|
$builder = $this->db->table('partner_policy pp');
|
|
// Note: I removed 'broker_id' from SELECT as it's redundant in the Excel sheet details
|
|
$builder->select('
|
|
DATE_FORMAT(pe.created_on, "%d-%m-%Y %h:%i %p") AS received_date,
|
|
S.name as assigned_to_name,
|
|
A.name as agent_name, A.agent_code,
|
|
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,CONCAT("\t", pp.policy_number) AS policy_number,
|
|
CONCAT("₹ ", FORMAT(pp.premium_amount, 2, "en_IN")) AS premium_amount,
|
|
pp.premium_amount AS raw_premium');
|
|
|
|
$builder->join('partner_quotation pq', 'pq.id = pp.quotation_id', 'left');
|
|
$builder->join('insurers i', 'i.id = pq.insurer_id', 'left');
|
|
|
|
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
|
|
$builder->join('partner_payment_mode_master pm', 'pm.id = pq.payment_mode_id', 'left');
|
|
$builder->join('partner_agent A', 'A.id = pe.agent_id', 'left');
|
|
$builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = pq.insurance_plan_type_id', 'left');
|
|
$builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
// --- Correction 2: Use Robust Date Range Filtering ---
|
|
if ($month === "current") {
|
|
// WHERE issued_date >= start_of_current_month AND issued_date < start_of_next_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
else if ($month === "previous") {
|
|
// WHERE issued_date >= start_of_previous_month AND issued_date < start_of_current_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
|
|
// Broker and Manager Filter
|
|
$builder->where('pp.manager_id', $managerId);
|
|
$builder->where('i.id', $insurerId);
|
|
$builder->where('i.is_active',1);
|
|
$builder->orderBy('pp.issued_date', 'DESC');
|
|
// print_r($builder->getCompiledSelect());die;
|
|
$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.
|
|
* @param string $managerId
|
|
* @param int $executiveId
|
|
* @param string $vehicleType
|
|
* @param string $month ('current' or 'previous')
|
|
* @return array
|
|
*/
|
|
private function getDataStaffAndProduct($managerId, $executiveId,$vehicleType, $month): array
|
|
{
|
|
// --- Correction 1: Initialize Database Connection ---
|
|
|
|
$data = [];
|
|
|
|
try {
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select('
|
|
DATE_FORMAT(pe.created_on, "%d-%m-%Y %h:%i %p") AS received_date,
|
|
S.name as assigned_to_name,
|
|
pa.name as agent_name, pa.agent_code,
|
|
I.name as insurer_name,I.short_name as insurer_short_name,
|
|
pe.name as insured_name,
|
|
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,CONCAT("\t", pp.policy_number) AS policy_number,DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,
|
|
CONCAT("₹ ", FORMAT(pp.premium_amount, 2, "en_IN")) AS premium_amount,
|
|
pp.premium_amount AS raw_premium');
|
|
|
|
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'left');
|
|
$builder->join('partner_sales_executive pse', 'pse.id = pa.sales_executive_id', 'left');
|
|
|
|
$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');
|
|
$builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
|
|
$builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
$builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
$builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
|
|
// --- Correction 2: Use Robust Date Range Filtering ---
|
|
if ($month === "current") {
|
|
// WHERE issued_date >= start_of_current_month AND issued_date < start_of_next_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
else if ($month === "previous") {
|
|
// WHERE issued_date >= start_of_previous_month AND issued_date < start_of_current_month
|
|
$builder->where("pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
$builder->where("pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
}
|
|
|
|
// Broker and Manager Filter
|
|
$builder->where('pp.manager_id', $managerId);
|
|
$builder->where('pa.sales_executive_id', $executiveId);
|
|
$builder->where('pa.sales_executive_id IS NOT NULL');
|
|
$builder->where('pse.is_active', 1);
|
|
$builder->where('pp.vehicle_type', $vehicleType);
|
|
$builder->orderBy('pp.issued_date', 'DESC');
|
|
$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.
|
|
* @param string $managerId
|
|
* @param int $AgentId
|
|
* @param string $month ('current' or 'previous')
|
|
* @return array
|
|
*/
|
|
private function getDataPerformingAgentsByID($managerId, $AgentId): array
|
|
{
|
|
$data = [];
|
|
|
|
try {
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
// 1. Properly aligned Select Statement
|
|
$builder->select('
|
|
DATE_FORMAT(pe.created_on, "%d-%m-%Y %h:%i %p") AS received_date,
|
|
S.name AS assigned_to_name,
|
|
I.name AS insurer_name,
|
|
I.short_name AS insurer_short_name,
|
|
pe.name AS insured_name,
|
|
pe.reg_no,
|
|
pm.value AS payment_mode_value,
|
|
ipti.insurance_plan_type,
|
|
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,
|
|
CONCAT("₹ ", FORMAT(pp.premium_amount, 2, "en_IN")) AS premium_amount,
|
|
pp.premium_amount AS raw_premium');
|
|
|
|
// 2. Joins
|
|
$builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
|
|
$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');
|
|
$builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
$builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
$builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
$builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
// 3. Where Conditions
|
|
// $builder->where('pp.manager_id', $managerId);
|
|
$builder->where('pp.policy_number IS NOT NULL');
|
|
$builder->where('pa.id', $AgentId);
|
|
|
|
$fromDate = date('Y-m-d', strtotime('-10 days'));
|
|
$toDate = date('Y-m-d');
|
|
|
|
$builder->where('pp.issued_date >=', $fromDate);
|
|
$builder->where('pp.issued_date <=', $toDate);
|
|
|
|
|
|
// Current Month Date Range Filter
|
|
// if ($month === "current") {
|
|
// // WHERE issued_date >= start_of_current_month AND issued_date < start_of_next_month
|
|
// $builder->where("pp.issued_date >= DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
// $builder->where("pp.issued_date < DATE_FORMAT(DATE_ADD(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
// }
|
|
// else if ($month === "previous") {
|
|
// // WHERE issued_date >= start_of_previous_month AND issued_date < start_of_current_month
|
|
// $builder->where("pp.issued_date >= DATE_FORMAT(DATE_SUB(CURRENT_DATE(), INTERVAL 1 MONTH), '%Y-%m-01')", NULL, FALSE);
|
|
// $builder->where("pp.issued_date < DATE_FORMAT(CURRENT_DATE(), '%Y-%m-01')", NULL, FALSE);
|
|
// }
|
|
|
|
// 4. Order and Limit
|
|
$builder->orderBy('pp.issued_date', 'DESC');
|
|
|
|
// 5. Fetch and Restructure
|
|
$results = $builder->get()->getResultArray();
|
|
|
|
foreach ($results as $row) {
|
|
// Using array_values ensures we return a indexed 2D array for PhpSpreadsheet
|
|
$data[] = array_values($row);
|
|
}
|
|
|
|
} catch (\CodeIgniter\Database\Exceptions\DatabaseException $e) {
|
|
log_message('error', 'Database Error during Excel fetch: ' . $e->getMessage());
|
|
throw $e;
|
|
}
|
|
|
|
return $data;
|
|
}
|
|
|
|
|
|
public function getDataPerformingAgentsTop50($manager_id){
|
|
|
|
$data = [];
|
|
|
|
try {
|
|
$builder = $this->db->table('partner_policy pp');
|
|
$fromDate = date('Y-m-d', strtotime('-10 days'));
|
|
$toDate = date('Y-m-d');
|
|
|
|
$builder->select("
|
|
pa.agent_code,
|
|
pa.name AS agent_name,
|
|
COUNT(pp.policy_number) AS policy_count,
|
|
CONCAT('₹ ', FORMAT(SUM(pp.premium_amount), 2, 'en_IN')) AS premium_amount,
|
|
SUM(pp.premium_amount) AS raw_premium");
|
|
|
|
$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.issued_date >=', $fromDate);
|
|
$builder->where('pp.issued_date <=', $toDate);
|
|
|
|
// $builder->where('pp.manager_id',$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.
|
|
* @param string $managerId
|
|
* @return array
|
|
*/
|
|
private function getDataAgentsWithoutPolicies($managerId): array
|
|
{
|
|
$data = [];
|
|
|
|
try {
|
|
|
|
// 1. Select the required columns
|
|
$builder = $this->db->table('partner_agent pa');
|
|
$builder->select('
|
|
pa.id AS agent_id,
|
|
pa.agent_code,
|
|
pa.name AS agent_name,
|
|
pa.email,
|
|
pa.mobile,
|
|
pa.is_active,
|
|
MAX(hist.issued_date) AS last_issued_date
|
|
');
|
|
|
|
// 2. INNER JOIN ensures they have at least one policy in history (skips new/empty agents)
|
|
$builder->join('partner_policy hist', 'pa.id = hist.agent_id', 'inner');
|
|
|
|
// 3. LEFT JOIN checks for policies in the last 10 days
|
|
$builder->join('partner_policy recent',
|
|
"pa.id = recent.agent_id AND recent.issued_date >= DATE_SUB(CURRENT_DATE(), INTERVAL 10 DAY)",
|
|
'left'
|
|
);
|
|
|
|
// 4. Filters
|
|
$builder->where('pa.manager_id', $managerId);
|
|
$builder->where('pa.is_active', 1);
|
|
$builder->where('recent.id', NULL); // Keeps only those with NO activity in the 10-day window
|
|
|
|
// 5. Grouping and Ordering
|
|
$builder->groupBy('pa.id');
|
|
$builder->orderBy('pa.name', 'ASC');
|
|
|
|
// 6. Execute
|
|
$query = $builder->get();
|
|
$results = $query->getResultArray();
|
|
|
|
// 7. To verify the exact SQL for debugging:
|
|
// echo (string) $db->getLastQuery();
|
|
// echo $this->db->getLastQuery()->getQuery();die;
|
|
|
|
|
|
|
|
foreach ($results as $row) {
|
|
// Now you can use unset because $row is an array
|
|
unset($row['agent_id']);
|
|
unset($row['is_active']);
|
|
// If you want to show last_issued_date in the Excel, don't unset it here.
|
|
// If you want to skip it, keep the unset.
|
|
unset($row['last_issued_date']);
|
|
|
|
$data[] = array_values($row);
|
|
}
|
|
|
|
} catch (\CodeIgniter\Database\Exceptions\DatabaseException $e) {
|
|
log_message('error', 'Database Error during Excel fetch: ' . $e->getMessage());
|
|
throw $e;
|
|
}
|
|
|
|
return $data;
|
|
}
|
|
|
|
/**
|
|
* Executes the detailed policy query and extracts the data for the spreadsheet.
|
|
* @param string $managerId
|
|
* @return array
|
|
*/
|
|
//any changed in this query also change in do the same in DashboardController - getDataLowPremiumAgent
|
|
public function getDataLowPremiumAgent($manager_id){
|
|
|
|
$builder = $this->db->table('partner_policy pp');
|
|
|
|
$builder->select("
|
|
pa.id AS agent_id,
|
|
pa.agent_code,
|
|
pa.name AS agent_name,
|
|
CASE
|
|
WHEN pa.is_active = 1 THEN 'Active Agent'
|
|
ELSE 'Inactive Agent'
|
|
END AS agent_status,
|
|
MAX(pp.issued_date) AS last_business_date,
|
|
CONCAT('₹ ', FORMAT(SUM(pp.premium_amount), 2, 'en_IN')) AS display_premium,
|
|
SUM(pp.premium_amount) AS total_premium_amount
|
|
");
|
|
|
|
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner');
|
|
|
|
$builder->where('pp.manager_id', $manager_id);
|
|
|
|
$builder->having('total_premium_amount <', 50000);
|
|
|
|
// RAW condition must be inside where() with FALSE
|
|
// $builder->where("
|
|
// pp.issued_date >= DATE_SUB(CURRENT_TIMESTAMP(), INTERVAL 10 DAY)
|
|
// ", null, false);
|
|
|
|
// groupBy must be array of separate fields
|
|
$builder->groupBy([
|
|
'pa.id',
|
|
'pa.name',
|
|
'pa.agent_code',
|
|
'pa.is_active'
|
|
]);
|
|
|
|
// orderBy must not contain semicolon + must be separated
|
|
$builder->orderBy('total_premium_amount', 'DESC');
|
|
$builder->orderBy('last_business_date', 'ASC');
|
|
return $builder->get()->getResultArray();
|
|
}
|
|
|
|
// Second Comment
|
|
// private function getDataLowPremiumAgent($managerId): array
|
|
// {
|
|
// $data = [];
|
|
|
|
// try {
|
|
// // 1. Get the list of Agent IDs who have TOTAL premium < 50,000
|
|
// $agentIdList = $this->db->table('partner_policy')
|
|
// ->select('agent_id')
|
|
// ->where('manager_id', $managerId)
|
|
// ->groupBy('agent_id')
|
|
// ->having('SUM(premium_amount) <', 50000)
|
|
// ->get()
|
|
// ->getResultArray();
|
|
|
|
// // Extract IDs into a simple array: [1, 5, 10...]
|
|
// $agentIds = array_column($agentIdList, 'agent_id');
|
|
|
|
// // 2. If no agents found, return empty
|
|
// if (empty($agentIds)) {
|
|
// return [];
|
|
// }
|
|
|
|
// // 3. Fetch detailed records for ONLY these agents
|
|
// $builder = $this->db->table('partner_policy pp');
|
|
|
|
// $builder->select("
|
|
// DATE_FORMAT(pe.created_on, '%d-%m-%Y %h:%i %p') AS received_date,
|
|
// S.name as assigned_to_name,
|
|
// I.name as insurer_name,
|
|
// I.short_name as insurer_short_name,
|
|
// pe.name as insured_name,
|
|
// pe.reg_no,
|
|
// pm.value as payment_mode_value,
|
|
// ipti.insurance_plan_type,
|
|
// pa.name AS agent_name,
|
|
// pa.agent_code,
|
|
// CASE
|
|
// WHEN pa.is_active = 1 THEN 'Active Partner'
|
|
// ELSE 'Inactive Partner'
|
|
// END AS agent_status,
|
|
// CONCAT('\t', pp.policy_number) AS policy_number,
|
|
// DATE_FORMAT(pp.issued_date, '%d-%m-%Y') AS issued_date,
|
|
// /* Indian Rupee Formatting for individual policy premium */
|
|
// CONCAT('₹ ', FORMAT(pp.premium_amount, 2, 'en_IN')) AS premium_amount,
|
|
// pp.premium_amount AS raw_premium
|
|
// ");
|
|
|
|
// $builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner');
|
|
// $builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
|
|
// $builder->join('partner_quotation Q', 'Q.enquiry_id = pe.id', 'left');
|
|
// $builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
// $builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
// $builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
// $builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
// // WHERE filters
|
|
// $builder->where('pp.manager_id', $managerId);
|
|
// $builder->whereIn('pp.agent_id', $agentIds); // <--- This filters by the 104 agents found
|
|
// $builder->where('pp.premium_amount IS NOT NULL');
|
|
|
|
// $builder->orderBy('pp.issued_date', 'DESC');
|
|
|
|
// $results = $builder->get()->getResultArray();
|
|
|
|
// // Restructure for Excel (array_values removes the string keys)
|
|
// foreach ($results as $row) {
|
|
// $data[] = array_values($row);
|
|
// }
|
|
|
|
// } catch (\Exception $e) {
|
|
// log_message('error', 'Excel Fetch Error: ' . $e->getMessage());
|
|
// return [];
|
|
// }
|
|
|
|
// return $data;
|
|
// }
|
|
|
|
// First Comment
|
|
// private function getDataLowPremiumAgent($managerId): array
|
|
// {
|
|
// // --- Correction 1: Initialize Database Connection ---
|
|
|
|
// $data = [];
|
|
|
|
// try {
|
|
// $builder = $this->db->table('partner_policy pp');
|
|
|
|
// $builder->select("
|
|
// DATE_FORMAT(pe.created_on, '%d-%m-%Y %h:%i %p') AS received_date,
|
|
// S.name as assigned_to_name,
|
|
// I.name as insurer_name,I.short_name as insurer_short_name,
|
|
// pe.name as insured_name,
|
|
// pe.reg_no,
|
|
// pm.value as payment_mode_value,
|
|
// ipti.insurance_plan_type,
|
|
// pa.name AS agent_name,
|
|
// pa.agent_code,
|
|
// CASE
|
|
// WHEN pa.is_active = 1 THEN 'Active Partner'
|
|
// ELSE 'Inactive Partner'
|
|
// END AS agent_status,
|
|
// CONCAT('\t', pp.policy_number) AS policy_number,
|
|
// DATE_FORMAT(pp.issued_date, '%d-%m-%Y') AS issued_date,
|
|
// CONCAT('₹ ', FORMAT(pp.premium_amount, 2, 'en_IN')) AS premium_amount,
|
|
// pp.premium_amount AS raw_premium
|
|
// ");
|
|
|
|
// $builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner');
|
|
|
|
// $builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
|
|
// $builder->join('partner_quotation Q', 'Q.enquiry_id = pe.id', 'left');
|
|
// $builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
|
|
// $builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
// $builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
// $builder->join('partner_staff S', 'S.id = pe.assigned_to', 'left');
|
|
|
|
// // WHERE conditions
|
|
// $builder->where('pp.manager_id', $managerId);
|
|
// // $builder->where('pa.id', $agentId);
|
|
// $builder->having('raw_premium <', 50000);
|
|
// $builder->orderBy('pp.issued_date', 'DESC');
|
|
|
|
// $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 $data;
|
|
// }
|
|
|
|
private function getDataStaffPendingSummary($managerId): array
|
|
{
|
|
|
|
$data = [];
|
|
|
|
try {
|
|
|
|
$results = $this->db->table('partner_enquiry pe')
|
|
->select("
|
|
ps.name AS staff_name,
|
|
COUNT(pe.id) AS total_assigned,
|
|
SUM(CASE WHEN DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_assigned,
|
|
SUM(CASE WHEN pe.enquiry_status = 'Assigned' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_pending,
|
|
SUM(CASE WHEN pe.enquiry_status = 'In progress' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_in_progress,
|
|
SUM(CASE WHEN pe.enquiry_status = 'Completed' AND DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END) AS today_completed,
|
|
/* SUM(CASE WHEN pe.enquiry_status != 'Completed' THEN 1 ELSE 0 END) AS previous_total_pending,
|
|
Logic: (All Pending) - (All Assigned Today) */
|
|
GREATEST(0,
|
|
SUM(CASE WHEN pe.enquiry_status != 'Completed' THEN 1 ELSE 0 END) -
|
|
SUM(CASE WHEN DATE(pe.created_on) = CURDATE() THEN 1 ELSE 0 END)
|
|
) AS previous_total_pending
|
|
")
|
|
->join('partner_staff ps', 'ps.id = pe.assigned_to', 'left')
|
|
->where('pe.manager_id', $managerId)
|
|
->where('pe.is_active', 1)
|
|
->where('pe.assigned_to IS NOT NULL')
|
|
->where('pe.assigned_to !=', 0)
|
|
->groupBy('pe.assigned_to')
|
|
->orderBy('ps.name', 'ASC')
|
|
->get()
|
|
->getResultArray();
|
|
|
|
|
|
// Restructure data for PhpSpreadsheet (2D array of values)
|
|
foreach ($results as $row) {
|
|
unset($row['total_assigned']);
|
|
$data[] = array_values($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 $data;
|
|
}
|
|
|
|
private function getDataStaffPendingSummaryByID($managerId, $staffId, $status): array
|
|
{
|
|
try {
|
|
$builder = $this->db->table('partner_enquiry pe');
|
|
|
|
|
|
$builder->select('
|
|
DATE_FORMAT(pe.created_on, "%d-%m-%Y %h:%i %p") AS received_date,
|
|
ps.name AS staff_name,
|
|
A.name as agent_name,
|
|
A.agent_code,
|
|
I.name as insurer_name,
|
|
I.short_name as insurer_short_name,
|
|
pe.name as insured_name,
|
|
CONCAT("\t", pe.reg_no) AS reg_no,
|
|
pm.value as payment_mode_value,
|
|
ipti.insurance_plan_type
|
|
', false); // 'false' prevents CI from automatically escaping quotes in functions like DATE_FORMAT
|
|
|
|
$builder->join('partner_policy pp', 'pp.enquiry_id = pe.id', 'left');
|
|
$builder->join('partner_staff ps', 'ps.id = pe.assigned_to', 'left');
|
|
$builder->join('partner_brokers pb', 'pb.id = pe.broker_id', 'left');
|
|
$builder->join('partner_quotation Q', 'Q.enquiry_id = pe.id', 'left');
|
|
$builder->join('partner_payment_mode_master pm', 'pm.id = Q.payment_mode_id', 'left');
|
|
$builder->join('partner_agent A', 'A.id = pe.agent_id', 'left');
|
|
$builder->join('partner_insurance_plan_type_master ipti', 'ipti.id = Q.insurance_plan_type_id', 'left');
|
|
$builder->join('insurers I', 'I.id = Q.insurer_id', 'left');
|
|
|
|
$builder->where('pe.manager_id', $managerId);
|
|
$builder->where('pe.assigned_to', $staffId);
|
|
$builder->where('pe.is_active', 1);
|
|
|
|
// Date boundaries
|
|
$todayStart = date('Y-m-d 00:00:00');
|
|
$todayEnd = date('Y-m-d 23:59:59');
|
|
|
|
switch ($status) {
|
|
case 'TodayAssigned':
|
|
$builder->where('pe.created_on >=', $todayStart);
|
|
$builder->where('pe.created_on <=', $todayEnd);
|
|
break;
|
|
case 'Assigned':
|
|
$builder->where('pe.enquiry_status', 'Assigned');
|
|
$builder->where('pe.created_on >=', $todayStart);
|
|
$builder->where('pe.created_on <=', $todayEnd);
|
|
break;
|
|
case 'InProgress':
|
|
$builder->where('pe.enquiry_status', 'In progress');
|
|
$builder->where('pe.created_on >=', $todayStart);
|
|
$builder->where('pe.created_on <=', $todayEnd);
|
|
break;
|
|
case 'Completed':
|
|
$builder->where('pe.enquiry_status', 'Completed');
|
|
$builder->where('pe.created_on >=', $todayStart);
|
|
$builder->where('pe.created_on <=', $todayEnd);
|
|
break;
|
|
|
|
case 'PrevPending':
|
|
/** * To match your Summary Logic (SUM CASE WHEN status != 'Completed'):
|
|
* We remove the date restriction.
|
|
* This shows ALL records that are not completed, regardless of date.
|
|
*/
|
|
$builder->where('pe.enquiry_status !=', 'Completed');
|
|
$builder->where('pe.created_on <', $todayStart);
|
|
break;
|
|
}
|
|
|
|
$results = $builder->get()->getResultArray();
|
|
|
|
$data = [];
|
|
foreach ($results as $row) {
|
|
$data[] = array_values($row);
|
|
}
|
|
|
|
return $data;
|
|
|
|
} catch (\Exception $e) {
|
|
log_message('error', 'Excel Fetch Error: ' . $e->getMessage());
|
|
throw $e;
|
|
}
|
|
}
|
|
|
|
|
|
private function getDataEndorsement($managerId, $search = ''): array
|
|
{
|
|
try {
|
|
|
|
$sql = "SELECT
|
|
per.policy_from,
|
|
DATE_FORMAT(per.created_at, '%d-%m-%Y %h:%i %p') AS received_date,
|
|
I.name AS insurer_name,
|
|
pa.name AS agent_name,
|
|
ps.name AS staff_name,
|
|
pe.reg_no,
|
|
CONCAT('\t', pp.policy_number) AS policy_number,
|
|
petm.endorsement_type AS endorsement_type,
|
|
per.contact_person,
|
|
per.financia_or_non_financial,
|
|
per.pending_days,
|
|
per.endorsement_description AS remarks,
|
|
CONCAT('₹ ', FORMAT(per.endorsement_premium, 2, 'en_IN')) AS premium_amount,
|
|
per.endorsement_premium AS raw_premium
|
|
FROM partner_endorsement_request per
|
|
LEFT JOIN partner_policy pp ON pp.agent_id = per.agent_id
|
|
LEFT JOIN partner_enquiry pe ON pe.agent_id = per.agent_id
|
|
LEFT JOIN partner_agent pa ON pa.id = per.agent_id
|
|
LEFT JOIN partner_staff ps ON ps.id = pe.assigned_to
|
|
LEFT JOIN insurers I ON I.id = pe.insurer_id
|
|
LEFT JOIN partner_endorsement_type_master petm ON petm.id = per.endorsement_type
|
|
WHERE per.manager_id = ?
|
|
AND per.is_active = 1";
|
|
|
|
$bindings = [$managerId];
|
|
|
|
if (!empty($search)) {
|
|
|
|
$searchTerm = '%' . strtolower(trim($search)) . '%';
|
|
|
|
$sql .= " AND (
|
|
LOWER(per.policy_from) LIKE ? OR
|
|
LOWER(per.status) LIKE ? OR
|
|
LOWER(pe.reg_no) LIKE ? OR
|
|
LOWER(I.name) LIKE ? OR
|
|
LOWER(pp.policy_number) LIKE ? OR
|
|
LOWER(petm.endorsement_type) LIKE ? OR
|
|
LOWER(per.endorsement_no) LIKE ?
|
|
)";
|
|
|
|
for ($i = 0; $i < 7; $i++) {
|
|
$bindings[] = $searchTerm;
|
|
}
|
|
}
|
|
|
|
// GROUP BY must be LAST
|
|
$sql .= " GROUP BY per.id";
|
|
|
|
$query = $this->db->query($sql, $bindings);
|
|
$results = $query->getResultArray();
|
|
|
|
// Convert associative rows to indexed rows (Excel-friendly)
|
|
$data = [];
|
|
foreach ($results as $row) {
|
|
$data[] = array_values($row);
|
|
}
|
|
// foreach ($results as $row) {
|
|
// foreach ($row as $key => $value) {
|
|
// if ($value === null || $value === '') {
|
|
// $row[$key] = '-';
|
|
// }
|
|
// }
|
|
// $data[] = array_values($row);
|
|
// }
|
|
|
|
|
|
return $data;
|
|
|
|
} catch (\Exception $e) {
|
|
log_message('error', 'Excel Fetch Error: ' . $e->getMessage());
|
|
throw $e;
|
|
}
|
|
}
|
|
|
|
}
|