nhance_partner_be/app/Controllers/ExcelExportController.php

471 lines
21 KiB
PHP

<?php
namespace App\Controllers;
use CodeIgniter\RESTful\ResourceController;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
use PhpOffice\PhpSpreadsheet\Style\Border;
class ExcelExportController extends ResourceController
{
protected $db;
public function __construct()
{
$this->db = \Config\Database::connect();
}
/**
* Centralized function to create the spreadsheet, apply styling,
* set headers, and stream the file output.
*
* @param array $header Column headers (1D array)
* @param array $data Policy data including the total row (2D array)
* @param string $title Spreadsheet title
* @param string $fileName Output file name
* @param string $totalLabelCol Column letter for the 'TOTAL:' label (e.g., 'C' or 'E')
* @param string $totalValueCol Column letter for the total value (e.g., 'D' or 'F')
* @return void
*/
private function streamExcelFile(
array $header,
array $data,
string $title,
string $fileName,
string $totalLabelCol,
string $totalValueCol
): void
{
// Ensure no output buffering is active before streaming the file
while (ob_get_level() > 0) {
ob_end_clean();
}
// Create Spreadsheet
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
// 1. Title (Merged across the header columns)
$lastCol = $sheet->getHighestColumn();
$sheet->mergeCells("A1:{$lastCol}1");
$sheet->setCellValue('A1', $title);
$sheet->getStyle('A1')->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_CENTER);
// 2. Headers (Row 2)
$sheet->fromArray($header, NULL, 'A2');
// 3. Data (Starting from Row 3)
// Note: The total row MUST be included in the $data array passed to this function.
$sheet->fromArray($data, NULL, 'A3');
// 4. Total Row Styling
// Total row number is the count of rows in the $data array (which includes the header, plus 2 for title/headers)
$totalRowNumber = count($data) + 2;
// Apply bold formatting to the label and the sum
$sheet->getStyle($totalLabelCol . $totalRowNumber . ':' . $totalValueCol . $totalRowNumber)->getFont()->setBold(true);
// Align the label to the right
$sheet->getStyle($totalLabelCol . $totalRowNumber)->getAlignment()->setHorizontal(\PhpOffice\PhpSpreadsheet\Style\Alignment::HORIZONTAL_RIGHT);
// Auto-size columns for better presentation
for ($col = 'A'; $col <= $lastCol; $col++) {
$sheet->getColumnDimension($col)->setAutoSize(true);
}
// 5. HTTP Headers
header("Content-Type: application/vnd.openxmlformats-officedocument.spreadsheetml.sheet");
header("Content-Disposition: attachment; filename=\"{$fileName}\"");
header("Cache-Control: max-age=0");
// 6. Output File
$writer = new Xlsx($spreadsheet);
$writer->save('php://output');
return;
}
/**
* Executes the detailed policy query and extracts the data for the spreadsheet.
* @param string $managerId
* @param int $brokerId
* @param string $month ('current' or 'previous')
* @return array
*/
private function getBrokerPoliciesData($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('pb.name AS broker_name, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.policy_number, pp.premium_amount');
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
$builder->join('partner_brokers pb', 'pb.id = pe.broker_id', 'left');
// --- Correction 2: Use Robust Date Range Filtering ---
if ($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 $month ('current' or 'previous')
* @return array
*/
private function getProductPoliciesData($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
$builder->select('pp.vehicle_type, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.policy_number, pp.premium_amount');
// --- Correction 2: Use Robust Date Range Filtering ---
if ($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 $month ('current' or 'previous')
* @return array
*/
private function getInsurerPoliciesData($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('i.name AS insurer_name,i.short_name,pp.insured_name, DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.policy_number, pp.premium_amount');
$builder->join('partner_quotation pq', 'pq.id = pp.quotation_id', 'left');
$builder->join('insurers i', 'i.id = pq.insurer_id', 'left');
// --- Correction 2: Use Robust Date Range Filtering ---
if ($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');
$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 $brokerId
* @param string $month ('current' or 'previous')
* @return array
*/
private function getStaffAndProductPoliciesExcel($managerId, $executiveId,$vehicleType, $month): array
{
// --- Correction 1: Initialize Database Connection ---
$data = [];
try {
$builder = $this->db->table('partner_policy pp');
$builder->select('pse.name as sales_executive_name, pp.vehicle_type AS vechile_type,pp.policy_number,DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.premium_amount');
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'left');
$builder->join('partner_sales_executive pse', 'pse.id = pa.sales_executive_id', 'left');
// --- Correction 2: Use Robust Date Range Filtering ---
if ($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 $month ('current' or 'previous')
* @return array
*/
private function getAgentMonthlyPoliciesExcel($managerId, $AgentId, $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('pa.name AS agent_name,pa.agent_code,pp.policy_number,DATE_FORMAT(pp.issued_date, "%d-%m-%Y") AS issued_date,pp.premium_amount');
$builder->join('partner_agent pa', 'pp.agent_id = pa.id', 'inner');
$builder->join('partner_enquiry pe', 'pe.id = pp.enquiry_id', 'left');
$builder->where('pp.manager_id', $managerId);
$builder->where('pa.id', $AgentId);
$builder->where('pp.policy_number IS NOT NULL');
// --- Correction 2: Use Robust Date Range Filtering ---
if ($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);
}
$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 $brokerId
* @param string $month ('current' or 'previous')
* @return array
*/
private function getAgentsWithoutPoliciesData($managerId): array
{
// --- Correction 1: Initialize Database Connection ---
$data = [];
try {
$builder = $this->db->table('partner_agent pa');
// Note: I removed 'broker_id' from SELECT as it's redundant in the Excel sheet details
$builder->select("pa.name AS agent_name,pa.agent_code,pa.email,pa.mobile");
$builder->join(
'partner_policy pp',
"pa.id = pp.agent_id AND pp.issued_date >= DATE_SUB(CURRENT_TIMESTAMP(), INTERVAL 10 DAY)",
'left'
);
// Broker and Manager Filter
$builder->where('pp.manager_id', $managerId);
$builder->where('pp.id', null); // No policy in last 10 days
$builder->orderBy('pa.name', 'ASC');
// echo $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 $brokerId
* @param string $month ('current' or 'previous')
* @return array
*/
private function getLowPremiumAgentData($managerId): array
{
// --- Correction 1: Initialize Database Connection ---
$data = [];
try {
$builder = $this->db->table('partner_policy pp');
$builder->select("
pa.name AS agent_name,
pa.agent_code,
CASE
WHEN pa.is_active = 1 THEN 'Active Agent'
ELSE 'Inactive Agent'
END AS agent_status,
pp.policy_number,
DATE_FORMAT(pp.issued_date, '%d-%m-%Y') AS issued_date,
pp.premium_amount
");
$builder->join('partner_agent pa', 'pa.id = pp.agent_id', 'inner');
// WHERE conditions
$builder->where('pp.manager_id', $managerId);
$builder->where('pa.id', $agentId);
$builder->where('pp.premium_amount <', 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;
}
}