nhance_partner_be/app/Controllers/AgentIncentiveController.php

651 lines
28 KiB
PHP

<?php
namespace App\Controllers;
use CodeIgniter\RESTful\ResourceController;
use App\Controllers\BaseController;
use PhpOffice\PhpSpreadsheet\IOFactory;
use PhpOffice\PhpSpreadsheet\Spreadsheet;
use PhpOffice\PhpSpreadsheet\Writer\Xlsx;
use App\Libraries\PartnerPayoutGridRetention;
use App\Models\AgentIncentiveFileModel;
use App\Models\PartnerInsurancePayoutGridModel;
use App\Models\AgentModel;
class AgentIncentiveController extends ResourceController
{
protected $AgentIncentiveFileModel;
protected $PayoutGridModel;
protected $PartnerAgentModel;
public function __construct()
{
$this->AgentIncentiveFileModel = new AgentIncentiveFileModel();
$this->PayoutGridModel = new PartnerInsurancePayoutGridModel();
$this->PartnerAgentModel = new AgentModel();
}
// GET /agent/gridFileList
public function gridFileList()
{
try {
$builder = $this->AgentIncentiveFileModel->builder();
// 1. Explicitly select and format dates in the SQL layer (Faster + Indian Format)
$builder->select("
paif.id,
paif.agent_id,
paif.incentive_month,
DATE_FORMAT(paif.incentive_month, '%d-%m-%Y') as vaild_from,
paif.incentive_file_name,
ps.name as created_by_name,
paif.created_on,
DATE_FORMAT(paif.created_on, '%d-%m-%Y %h:%i %p') as created_date
");
$builder->from('partner_agent_incentive_file paif');
// 2. The Join
$builder->join('partner_staff ps', 'ps.id = paif.created_by', 'left');
// 3. Filters
$builder->where('paif.is_active', 1);
$builder->where('paif.file_type', 'grid');
// 4. THE FIX: Group by the primary ID to stop the "5 rows" duplication
$builder->groupBy('paif.id');
// 5. Order
$builder->orderBy('paif.id', 'DESC');
$query = $builder->get();
$result = $query->getResult();
// Use $this->respond to maintain consistency with your other API methods
return $this->respond([
'status' => 'success', // Changed to 'success' to match your other methods
'code' => 200,
'data' => $result
], 200);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => $e->getMessage()
], 500);
}
}
// -------------------------------------------------------------------------
// Upload Grid File (file_type = 'grid')
// Parses Excel and UPSERTs rows into partner_insurance_payout_grid
// -------------------------------------------------------------------------
public function uploadGridFile()
{
try {
/* ====================================================================
* STEP 1 — Validate POST input (Agent ID removed)
* ==================================================================== */
$data = $this->request->getPost();
$month = $data['incentive_month'] ?? null;
$createdBy = $data['created_by'] ?? null;
/* ====================================================================
* STEP 2 — Validation now only checks for month
* ==================================================================== */
if (empty($month)) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'Incentive month is required.',
], 200);
}
/* ====================================================================
* STEP 3 — Validate uploaded file
* ==================================================================== */
$gridFile = $this->request->getFile('incentive_file_name');
if (!$gridFile || !$gridFile->isValid()) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'No valid file uploaded.',
], 200);
}
/* ====================================================================
* STEP 4 — Move file
* ==================================================================== */
$uploadPath = WRITEPATH . 'uploads/agent/incentive_file/';
if (!is_dir($uploadPath)) mkdir($uploadPath, 0777, true);
$gridFileName = time() . '_' . $gridFile->getRandomName();
$gridFile->move($uploadPath, $gridFileName);
/* ====================================================================
* STEP 5 — Save File record & GET THE ID
* ==================================================================== */
$fileData = [
'incentive_month' => $month,
'incentive_file_name' => $gridFileName,
'file_type' => 'grid',
'is_active' => 1,
'created_by' => $createdBy,
];
// insert() with returnID enabled returns the inserted primary key in CI4.
$fileId = $this->AgentIncentiveFileModel->insert($fileData, true);
if (empty($fileId) || (int)$fileId <= 0) {
$modelErrors = $this->AgentIncentiveFileModel->errors();
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => !empty($modelErrors) ? $modelErrors : 'Unable to create incentive file record.',
], 200);
}
/* ====================================================================
* STEP 6 — Parse Excel
* ==================================================================== */
$spreadsheet = \PhpOffice\PhpSpreadsheet\IOFactory::load($uploadPath . $gridFileName);
$rows = $spreadsheet->getActiveSheet()->toArray(null, true, true, false);
if (empty($rows)) {
return $this->respond(['status' => 'success', 'code' => 200, 'data' => 'File empty.'], 200);
}
/* ====================================================================
* STEP 7 — Clean Numeric Helper (Modified to store only numbers)
* ==================================================================== */
$extractNumeric = static function ($value): ?float {
$str = strtolower(trim((string) $value));
if ($str === '' || $str === 'nan') return null;
if (str_contains($str, '+')) {
$sum = 0.0; $hasValid = false;
foreach (explode('+', $str) as $part) {
$cleanPart = preg_replace('/[^0-9.]/', '', $part);
if (is_numeric($cleanPart)) { $sum += (float) $cleanPart; $hasValid = true; }
}
return $hasValid ? $sum : null;
}
// Strip everything except numbers and decimals
$str = preg_replace('/[^0-9.]/', '', $str);
return is_numeric($str) ? (float) $str : null;
};
/* ====================================================================
* STEP 8 — Process Rows
* ==================================================================== */
$currentVehicleType = null;
$layoutHasComp = true;
$insertedCount = 0;
foreach ($rows as $row) {
while (count($row) < 9) $row[] = null;
$col0 = trim((string) $row[0]);
$col1 = trim((string) $row[1]);
// Section Header Detection
if ($col0 !== '' && ($col1 === '' || strtolower($col1) === 'nan') && strtoupper($col0) !== 'INSURER') {
$currentVehicleType = strtoupper($col0);
continue;
}
// Column Header Detection (Layout A vs B)
if (strtoupper($col0) === 'INSURER') {
$col4Upper = strtoupper((string)$row[4]);
$layoutHasComp = !preg_match('/(FUEL|PETROL|DIESEL|TP)/', $col4Upper);
continue;
}
if (empty($col0) || $currentVehicleType === null) continue;
// Mapping with Clean Numbers
if ($layoutHasComp) {
$insurer = strtoupper($col0);
$rto = strtoupper((string)$row[1]);
$segment = strtoupper((string)$row[2]);
// We extract numeric values only for the storage
$comp = $extractNumeric($row[3]);
$tp = $extractNumeric($row[4]);
$od = null;
$fuel = null;
$brokerName = trim((string)$row[6]);
$brokerExcelComp = $extractNumeric($row[7]);
$brokerExcelTp = $extractNumeric($row[8]);
$brokerExcelOd = null;
} else {
$insurer = strtoupper($col0);
$rto = strtoupper((string)$row[1]);
$segment = strtoupper((string)$row[2]);
$comp = $extractNumeric($row[3]);
$tp = null;
$od = null;
$fuel = strtoupper((string)$row[4]);
$brokerName = trim((string)$row[6]);
$brokerExcelComp = null;
$brokerExcelTp = $extractNumeric($row[7]);
$brokerExcelOd = null;
}
// OD logic (if COMP contains an OD value)
if ($comp !== null && stripos((string)$row[3], 'OD') !== false && $tp === null) {
$od = $comp; $comp = null;
$brokerExcelOd = $brokerExcelComp; $brokerExcelComp = null;
}
$gridRow = [
'partner_agent_incentive_file_id' => $fileId, // STORE THE FILE ID HERE
'vehicle_type' => $currentVehicleType,
'fuel' => $fuel,
'insurer' => $insurer,
'rto' => $rto,
'broker_name' => $brokerName,
'segment' => $segment,
'comp' => $comp,
'tp' => $tp,
'od' => $od,
'remarks' => trim((string)($row[5] ?? '')),
'broker_comp' => $brokerExcelComp,
'broker_tp' => $brokerExcelTp,
'broker_od' => $brokerExcelOd,
];
$gridRow['created_by'] = $createdBy;
$this->PayoutGridModel->insert($gridRow);
$insertedCount++;
}
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => [
'file_id' => $fileId,
'inserted' => $insertedCount,
'message' => "Processed: {$insertedCount} new",
],
], 200);
} catch (\Exception $e) {
return $this->respond(['status' => 'failed', 'code' => 500, 'data' => $e->getMessage()], 500);
}
}
// -------------------------------------------------------------------------
// List all grid records (optional utility endpoint)
// -------------------------------------------------------------------------
// GET /agent/payoutGrid?role=Manager means all list
// GET /agent/payoutGrid?role=Manager&insurer=HDFC&vehicle_type=TWO%20WHEELER&plan_type=comp
// GET /agent/payoutGrid?role=Manager&insurer=HDFC&rto=TN&segment=BIKE&plan_type=comp
// GET /agent/payoutGrid?role=Manager&insurer=HDFC&segment=BIKE&vehicle_type=TWO%20WHEELER&plan_type=comp
public function getGridData()
{
try {
$request = $this->request;
$role = $request->getGet('role');
$file_id = $request->getGet('file_id');
// 1. Check if Role is provided
if (!$role) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'Role is required to fetch payout data.'
], 400);
}
// 2. Extract Filters
$insurer = $request->getGet('insurer');
$rto = $request->getGet('rto');
$segment = $request->getGet('segment');
$vehicle_type = $request->getGet('vehicle_type');
$plan_type = $request->getGet('plan_type');
// 3. Build the Grid Query
$builder = $this->PayoutGridModel->builder();
$builder->orderBy('vehicle_type', 'ASC')->orderBy('insurer', 'ASC');
// Apply filters only for authorized roles
if (in_array($role, ['Manager', 'Accounts'])) {
if (!empty($insurer)) $builder->where('insurer', $insurer);
if (!empty($rto)) $builder->where('rto', $rto);
if (!empty($segment)) $builder->where('segment', $segment);
if (!empty($vehicle_type)) $builder->where('vehicle_type', $vehicle_type);
// Handle dynamic column selection (comp/tp/od)
if (!empty($plan_type) && in_array($plan_type, ['comp', 'tp', 'od'])) {
$builder->select("id, insurer, vehicle_type, segment, rto, $plan_type as payout,fuel,broker_name,comp,tp,od,remarks,broker_comp,
broker_tp,broker_od,created_by,created_at,updated_by,updated_at");
} else {
// Default selection if no plan_type or invalid plan_type
$builder->select('id, insurer, vehicle_type, segment, rto, comp, tp, od, fuel,broker_name,comp,tp,od,remarks,broker_comp,
broker_tp,broker_od,created_by,created_at,updated_by,updated_at');
}
} else {
// Agent (and any other role): always return vehicle_type + payout columns for retention / partner_VT matching
$builder->select('id, insurer, vehicle_type, segment, rto, comp, tp, od, fuel, broker_name, remarks, broker_comp, broker_tp, broker_od, partner_agent_incentive_file_id, created_at, updated_at', false);
}
if ($file_id) {
$builder->where('partner_agent_incentive_file_id', $file_id);
} else {
$maxRow = $this->PayoutGridModel
->selectMax('partner_agent_incentive_file_id')
->first();
// Model may return array or object based on global returnType.
$maxFileId = null;
if (is_array($maxRow)) {
$maxFileId = $maxRow['partner_agent_incentive_file_id'] ?? null;
} elseif (is_object($maxRow)) {
$maxFileId = $maxRow->partner_agent_incentive_file_id ?? null;
}
if (!empty($maxFileId)) {
$builder->where('partner_agent_incentive_file_id', $maxFileId);
} else {
// No data case
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'No data found'
], 404);
}
}
$gridResults = $builder->get()->getResultArray();
// Manager / Accounts: comp/tp/od — no calculation; invalid → '-'
if (in_array($role, ['Manager', 'Accounts'], true)) {
$gridResults = PartnerPayoutGridRetention::applyManagerAccountsDisplayToRows($gridResults);
}
// Partner (Agent): partner_VT / partner_RR + adjusted comp/tp/od when logged_id is present
if (strtolower(trim((string) $role)) === 'agent') {
$agentId = (int) trim((string) ($request->getGet('logged_id') ?? $request->getGet('agent_id') ?? 0));
if ($agentId > 0) {
$db = \Config\Database::connect();
$gridResults = PartnerPayoutGridRetention::applyToRows($gridResults, $agentId, $db);
} else {
foreach ($gridResults as &$r) {
$r['oa'] = $r['comp'] ?? null;
$r['ob'] = $r['tp'] ?? null;
$r['oc'] = $r['od'] ?? null;
$r['partner_VT'] = '-';
$r['partner_RR'] = '-';
if (array_key_exists('comp', $r)) {
$r['comp'] = '-';
}
if (array_key_exists('tp', $r)) {
$r['tp'] = '-';
}
if (array_key_exists('od', $r)) {
$r['od'] = '-';
}
}
unset($r);
}
}
// 4. Combine Grid Results with Dropdown Meta-data
$responseData = [
'grid' => $gridResults,
'rtos' => $this->getUniqueColumnValues('rto'),
'segments' => $this->getUniqueColumnValues('segment'),
'vehicle_types' => $this->getUniqueColumnValues('vehicle_type'),
'insurers' => $this->getUniqueColumnValues('insurer'),
'plan_types' => [
['value' => 'comp', 'label' => 'Comprehensive'],
['value' => 'tp', 'label' => 'Third Party'],
['value' => 'od', 'label' => 'Own Damage']
]
];
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => $responseData
], 200);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => $e->getMessage()
], 500);
}
}
/**
* Helper function to fetch unique non-empty values for a column
*/
private function getUniqueColumnValues($column)
{
$results = $this->PayoutGridModel->select($column)
->distinct()
->where("$column IS NOT NULL")
->where("$column !=", '')
->orderBy($column, 'ASC')
->findAll();
return array_column($results, $column);
}
// -------------------------------------------------------------------------
// Update grid row by id
// Route: POST /agent/updateGrid
// -------------------------------------------------------------------------
public function updateGrid()
{
try {
$jsonData = (array) ($this->request->getJSON(true) ?? []);
$postData = $this->request->getPost() ?? [];
$data = !empty($jsonData) ? $jsonData : $postData;
$id = isset($data['id']) ? (int) $data['id'] : 0;
if ($id <= 0) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'id is required.',
], 200);
}
$existing = $this->PayoutGridModel->find($id);
if (empty($existing)) {
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'Grid record not found.',
], 200);
}
$updateData = [
'vehicle_type' => array_key_exists('vehicle_type', $data) ? $data['vehicle_type'] : null,
'fuel' => array_key_exists('fuel', $data) ? $data['fuel'] : null,
'rto' => array_key_exists('rto', $data) ? $data['rto'] : null,
'segment' => array_key_exists('segment', $data) ? $data['segment'] : null,
'broker_name' => array_key_exists('broker_name', $data) ? $data['broker_name'] : null,
'comp' => array_key_exists('comp', $data) ? $data['comp'] : null,
'tp' => array_key_exists('tp', $data) ? $data['tp'] : null,
'od' => array_key_exists('od', $data) ? $data['od'] : null,
'broker_comp' => array_key_exists('broker_comp', $data) ? $data['broker_comp'] : null,
'broker_tp' => array_key_exists('broker_tp', $data) ? $data['broker_tp'] : null,
'broker_od' => array_key_exists('broker_od', $data) ? $data['broker_od'] : null,
'remarks' => array_key_exists('remarks', $data) ? $data['remarks'] : null,
];
$hasAnyField = false;
foreach (array_keys($updateData) as $field) {
if (array_key_exists($field, $data)) {
$hasAnyField = true;
break;
}
}
if (!$hasAnyField) {
return $this->respond([
'status' => 'failed',
'code' => 400,
'data' => 'No update fields provided.',
], 200);
}
if (array_key_exists('updated_by', $data)) {
$updateData['updated_by'] = $data['updated_by'];
}
$this->PayoutGridModel->updateGridById($id, $updateData);
$updated = $this->PayoutGridModel->find($id);
return $this->respond([
'status' => 'success',
'code' => 200,
'data' => $updated,
], 200);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => $e->getMessage(),
], 500);
}
}
// -------------------------------------------------------------------------
// 2. Download Filtered Grid in Excel
// Route: $routes->get('agent/downloadGrid', 'AgentIncentiveController::downloadGridInExcel');
// Purpose: Applies the exact same filters as getGridData/(:num)(), but instead
// of returning JSON, it generates and downloads an Excel file.
// -------------------------------------------------------------------------
public function downloadGridInExcel()
{
try {
$request = $this->request;
// Get GET parameters for filtering
$role = $request->getGet('role');
$insurer = $request->getGet('insurer');
$rto = $request->getGet('rto');
$segment = $request->getGet('segment');
$vehicle_type = $request->getGet('vehicle_type');
$plan_type = $request->getGet('plan_type'); // comp, tp, od
$builder = $this->PayoutGridModel->builder();
$builder->orderBy('vehicle_type', 'ASC')->orderBy('insurer', 'ASC');
// Apply filters if the user is a Manager or Accounts role
if (in_array($role, ['Manager', 'Accounts'])) {
if (!empty($insurer)) $builder->where('insurer', $insurer);
if (!empty($rto)) $builder->where('rto', $rto);
if (!empty($segment)) $builder->where('segment', $segment);
if (!empty($vehicle_type)) $builder->where('vehicle_type', $vehicle_type);
}
// Fetch the filtered records
$records = $builder->get()->getResultArray();
if (empty($records)) {
return $this->respond([
'status' => 'failed',
'code' => 404,
'data' => 'No records found to export based on your filters.'
], 404);
}
// --- Start Excel Generation ---
$spreadsheet = new Spreadsheet();
$sheet = $spreadsheet->getActiveSheet();
// Setup Header Row
$sheet->setCellValue('A1', 'Vehicle Type');
$sheet->setCellValue('B1', 'Insurer');
$sheet->setCellValue('C1', 'RTO');
$sheet->setCellValue('D1', 'Segment');
$sheet->setCellValue('E1', 'Broker Name'); // Changed from 'ID' for clarity
// Set the dynamic column header based on the selected plan type
if ($plan_type === 'comp') {
$sheet->setCellValue('F1', 'Comp');
$sheet->setCellValue('G1', 'Comp');
} elseif ($plan_type === 'tp') {
$sheet->setCellValue('F1', 'TP');
$sheet->setCellValue('G1', 'TP');
} elseif ($plan_type === 'od') {
$sheet->setCellValue('F1', 'OD');
$sheet->setCellValue('G1', 'OD');
} else {
// If no specific plan type is selected, show all
$sheet->setCellValue('F1', 'Comp');
$sheet->setCellValue('G1', 'TP');
$sheet->setCellValue('H1', 'OD');
$sheet->setCellValue('I1', 'Comp');
$sheet->setCellValue('J1', 'TP');
$sheet->setCellValue('K1', 'OD');
}
// Populate Excel Rows
$rowNumber = 2; // Start on row 2 (row 1 is headers)
foreach ($records as $row) {
$sheet->setCellValue('A' . $rowNumber, $row['vehicle_type']);
$sheet->setCellValue('B' . $rowNumber, $row['insurer']);
$sheet->setCellValue('C' . $rowNumber, $row['rto']);
$sheet->setCellValue('D' . $rowNumber, $row['segment']);
$sheet->setCellValue('E' . $rowNumber, $row['broker_name']);
// Output dynamic columns based on selected plan type
if ($plan_type === 'comp') {
$sheet->setCellValue('F' . $rowNumber, $row['comp']);
} elseif ($plan_type === 'tp') {
$sheet->setCellValue('F' . $rowNumber, $row['tp']);
} elseif ($plan_type === 'od') {
$sheet->setCellValue('F' . $rowNumber, $row['od']);
} else {
$sheet->setCellValue('F' . $rowNumber, $row['comp']);
$sheet->setCellValue('G' . $rowNumber, $row['tp']);
$sheet->setCellValue('H' . $rowNumber, $row['od']);
}
$rowNumber++;
}
// Auto-size columns for better readability
foreach (range('A', $sheet->getHighestColumn()) as $columnID) {
$sheet->getColumnDimension($columnID)->setAutoSize(true);
}
// Write the file to a temporary location
$writer = new Xlsx($spreadsheet);
$fileName = 'Filtered_Payout_Grid_' . date('Y-m-d_H-i') . '.xlsx';
$tempFile = tempnam(sys_get_temp_dir(), 'grid_export');
$writer->save($tempFile);
// Return the file as a direct download response
return $this->response->download($tempFile, null)->setFileName($fileName);
} catch (\Exception $e) {
return $this->respond([
'status' => 'failed',
'code' => 500,
'data' => 'Failed to generate Excel file: ' . $e->getMessage()
], 500);
}
}
}