download report and task show

resources/RetailDistributor/RetailDistributerRoutes.js

@@ -16,6 +16,7 @@ import {
   updateunmapRD,
   uploadRetaildistributors,
   updateretaildistributorwithKYC,
+  generateRetailerReport,
 } from "./RetailDistributorController.js";
 import { isAuthenticatedRD } from "../../middlewares/rdAuth.js";
 import { authorizeRoles, isAuthenticatedUser } from "../../middlewares/auth.js";
@@ -25,6 +26,9 @@ const router = express.Router();
 router
   .route("/retaildistributor/upload")
   .post(isAuthenticatedUser, authorizeRoles("admin"), uploadRetaildistributors);
+router
+  .route("/retaildistributor/download-report")
+  .get(isAuthenticatedUser, authorizeRoles("admin"), generateRetailerReport);
 router.route("/rd-login").post(loginRD);
 router.route("/rd-get-me").get(isAuthenticatedRD, getmyProfileRD);
 router.post("/forgot-password", forgotPasswordRD);

resources/RetailDistributor/RetailDistributorController.js

@@ -1843,3 +1843,105 @@ export const saveFCMTokenForRD = async (req, res) => {
     res.status(500).send("Internal Server Error");
   }
 };
+
+export const generateRetailerReport = async (req, res) => {
+  try {
+    // Fetch retailer data and populate required fields
+    const retailers = await RetailDistributor.find()
+      .populate("kyc", "trade_name pan_number aadhar_number gst_number state city district address pincode")
+      .populate("principal_distributer", "name")
+      .populate("mappedTM", "name")
+      .populate("mappedSC", "name")
+      .select("uniqueId name email mobile_number");
+
+    if (!retailers.length) {
+      return res.status(404).json({ message: "No retailers found." });
+    }
+
+    // Prepare data for the sheet
+    const retailerData = retailers.map((retailer) => ({
+      "Retailer ID": retailer.uniqueId,
+      "Retailer Name": retailer.name,
+      Email: retailer.email,
+      "Mobile Number": retailer.mobile_number,
+      "Trade Name": retailer.kyc?.trade_name || "",
+      "PAN Number": retailer.kyc?.pan_number || "",
+      "Aadhaar Number": retailer.kyc?.aadhar_number || "",
+      "GST Number": retailer.kyc?.gst_number || "",
+      State: retailer.kyc?.state || "",
+      City: retailer.kyc?.city || "",
+      District: retailer.kyc?.district || "",
+      Address: retailer.kyc?.address || "",
+      Pincode: retailer.kyc?.pincode || "",
+      PrincipalDistributor: retailer.principal_distributer?.name || "N/A",
+      TerritoryManager: retailer.mappedTM?.name || "N/A",
+      SalesCoordinator: retailer.mappedSC?.name || "N/A",
+    }));
+
+    // Define headers for the worksheet
+    const headers = [
+      [
+        "Retailer ID",
+        "Retailer Name",
+        "Email",
+        "Mobile Number",
+        "Trade Name",
+        "PAN Number",
+        "Aadhaar Number",
+        "GST Number",
+        "State",
+        "City",
+        "District",
+        "Address",
+        "Pincode",
+        "Principal Distributor",
+        "Territory Manager",
+        "Sales Coordinator",
+      ],
+    ];
+
+    // Create worksheet with headers
+    const worksheet = XLSX.utils.aoa_to_sheet(headers);
+
+    // Append retailer data below headers
+    XLSX.utils.sheet_add_json(worksheet, retailerData, {
+      skipHeader: true,
+      origin: "A2",
+    });
+
+    // Set column widths based on content length
+    const columnWidths = headers[0].map((header, index) => {
+      let maxLength = header.length;
+      for (const row of retailerData) {
+        const cellContent = row[header]?.toString() || "";
+        maxLength = Math.max(maxLength, cellContent.length);
+      }
+      return { wch: maxLength + 2 };
+    });
+    worksheet["!cols"] = columnWidths;
+
+    // Create workbook and append worksheet
+    const workbook = XLSX.utils.book_new();
+    XLSX.utils.book_append_sheet(workbook, worksheet, "RetailerReport");
+
+    // Write workbook to a buffer
+    const excelBuffer = XLSX.write(workbook, {
+      bookType: "xlsx",
+      type: "buffer",
+    });
+
+    // Send Excel file as response
+    res.setHeader(
+      "Content-Type",
+      "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
+    );
+    res.setHeader(
+      "Content-Disposition",
+      "attachment; filename=RetailerReport.xlsx"
+    );
+    res.send(excelBuffer);
+  } catch (error) {
+    console.error("Error generating retailer report:", error);
+    res.status(500).json({ message: "Failed to generate report" });
+  }
+};

resources/Task/TaskController.js

@@ -385,7 +385,7 @@ export const getTodaysTasks = async (req, res) => {
 
     // Find tasks that are due today, with pagination
     const tasks = await Task.find({
-      taskDueDate: {
+      createdAt: {
         $gte: startOfToday,
         $lte: endOfToday,
       },
@@ -395,7 +395,7 @@ export const getTodaysTasks = async (req, res) => {
       .skip(skip) // Skip documents for pagination
       .limit(itemsPerPage) // Limit the number of documents
       .exec();
-
+    // console.log(tasks);
     // Populate addedForId conditionally
     const populatedTasks = await Promise.all(
       tasks.map(async (task) => {
@@ -434,3 +434,127 @@ export const getTodaysTasks = async (req, res) => {
     res.status(500).json({ message: "Failed to retrieve tasks for today" });
   }
 };
+
+export const getTasks = async (req, res) => {
+  try {
+    const {
+      page = 1,
+      show = 10,
+      startDate = "",
+      endDate = "",
+      TMname = "",
+      SCname = "",
+      status = "",
+    } = req.query;
+
+    const limit = parseInt(show);
+    const skip = (parseInt(page) - 1) * limit;
+
+    const matchStage = {};
+
+    // Filter by date range
+    if (startDate && endDate) {
+      const start = new Date(startDate);
+      const end = new Date(endDate);
+      if (start.toDateString() === end.toDateString()) {
+        matchStage.createdAt = {
+          $gte: start,
+          $lt: new Date(start).setDate(start.getDate() + 1),
+        };
+      } else {
+        matchStage.createdAt = {
+          $gte: start,
+          $lte: new Date(end).setDate(end.getDate() + 1),
+        };
+      }
+      // matchStage.createdAt = {
+      //   $gte: start,
+      //   $lte: new Date(end.setDate(end.getDate() + 1)),
+      // };
+    } else if (startDate && endDate === "") {
+      matchStage.createdAt = {
+        $gte: new Date(startDate),
+        $lte: new Date(),
+      };
+    } else if (endDate && startDate === "") {
+      matchStage.createdAt = {
+        $lte: new Date(endDate),
+      };
+    }
+
+    // Filter by task status
+    if (status) {
+      matchStage.taskStatus = status;
+    }
+
+    // Aggregation pipeline
+    const tasks = await Task.aggregate([
+      { $match: matchStage },
+      {
+        $lookup: {
+          from: "territorymanagers",
+          localField: "taskAssignedBy",
+          foreignField: "_id",
+          as: "taskAssignedBy",
+        },
+      },
+      {
+        $lookup: {
+          from: "salescoordinators",
+          localField: "taskAssignedTo",
+          foreignField: "_id",
+          as: "taskAssignedTo",
+        },
+      },
+      {
+        $match: {
+          ...(TMname && {
+            "taskAssignedBy.name": { $regex: TMname, $options: "i" },
+          }),
+          ...(SCname && {
+            "taskAssignedTo.name": { $regex: SCname, $options: "i" },
+          }),
+        },
+      },
+      { $unwind: "$taskAssignedBy" },
+      { $unwind: "$taskAssignedTo" },
+      { $sort: { createdAt: -1 } },
+      { $skip: skip },
+      { $limit: limit },
+      {
+        $project: {
+          taskId: 1,
+          task: 1,
+          taskStatus: 1,
+          taskPriority: 1,
+          taskDueDate: 1,
+          note: 1,
+          createdAt: 1,
+          "taskAssignedBy.name": 1,
+          "taskAssignedTo.name": 1,
+        },
+      },
+    ]);
+
+    // Total count
+    const totalTasks = await Task.countDocuments(matchStage);
+
+    res.status(200).json({
+      success: true,
+      data: tasks,
+      pagination: {
+        total: totalTasks,
+        page: parseInt(page),
+        show: limit,
+        pages: Math.ceil(totalTasks / limit),
+      },
+    });
+  } catch (error) {
+    console.error("Error fetching tasks:", error);
+    res.status(500).json({
+      success: false,
+      message: "Server error while fetching tasks",
+      error: error.message,
+    });
+  }
+};

resources/Task/TaskRoute.js

@@ -7,6 +7,7 @@ import {
   getAllTasksByStatus,
   getTasksByDates,
   getTodaysTasks,
+  getTasks,
 } from "./TaskController.js";
 import { isAuthenticatedSalesCoOrdinator } from "../../middlewares/SalesCoOrdinatorAuth.js";
 import { isAuthenticatedTerritoryManager } from "../../middlewares/TerritoryManagerAuth.js";
@@ -38,4 +39,10 @@ router.get(
   authorizeRoles("admin"),
   getTodaysTasks
 );
+router.get(
+  "/tasks",
+  isAuthenticatedUser,
+  authorizeRoles("admin"),
+  getTasks
+);
 export default router;

resources/user/userController.js

@@ -1149,3 +1149,132 @@ export const saveFCMTokenForUser = async (req, res) => {
     res.status(500).send("Internal Server Error");
   }
 };
+
+export const generatePrincipalDistributorReport = async (req, res) => {
+  try {
+    // Fetch users with role 'principal-distributor'
+    const distributors = await User.find({ role: "principal-Distributor" })
+      .select("uniqueId SBU name email phone")
+      .populate("mappedby", "name") // Territory Manager
+      .populate("mappedbySC", "name") // Sales Coordinator
+      .lean();
+    if (!distributors.length) {
+      return res
+        .status(404)
+        .json({ message: "No principal distributors found." });
+    }
+
+    // Prepare data for the sheet
+    const distributorData = [];
+
+    for (const distributor of distributors) {
+      // Fetch shipping addresses associated with the distributor (both default and non-default)
+      const addresses = await ShippingAddress.find({
+        user: distributor._id,
+      }).lean();
+
+      // Determine the address to use (first default or first address if none default)
+      let selectedAddress = null;
+
+      // Find the first default address, otherwise use the first address
+      const defaultAddress = addresses.find(
+        (address) => address.isDefault === true
+      );
+      if (defaultAddress) {
+        selectedAddress = defaultAddress;
+      } else {
+        selectedAddress = addresses[0]; // If no default, take the first address
+      }
+
+      // If we have a valid address, proceed with adding it to the report
+      if (selectedAddress) {
+        const addressDetails = {
+          "Unique ID": distributor.uniqueId,
+          SBU: distributor.SBU,
+          "Principal Distributor Name": distributor.name,
+          Email: distributor.email,
+          "Mobile Number": distributor.phone,
+          "Trade Name": selectedAddress.tradeName || "N/A",
+          "PAN Number": selectedAddress.panNumber || "N/A",
+          "GST Number": selectedAddress.gstNumber || "N/A",
+          State: selectedAddress.state || "N/A",
+          City: selectedAddress.city || "N/A",
+          Street: selectedAddress.street || "N/A",
+          Pincode: selectedAddress.postalCode || "N/A",
+          "Territory Manager": distributor.mappedby?.name || "N/A",
+          "Sales Coordinator": distributor.mappedbySC?.name || "N/A",
+        };
+
+        distributorData.push(addressDetails);
+      }
+    }
+
+    // Define headers for the worksheet
+    const headers = [
+      [
+        "Unique ID",
+        "SBU",
+        "Principal Distributor Name",
+        "Email",
+        "Mobile Number",
+        "Trade Name",
+        "PAN Number",
+        "GST Number",
+        "State",
+        "City",
+        "Street",
+        "Pincode",
+        "Territory Manager",
+        "Sales Coordinator",
+      ],
+    ];
+
+    // Create worksheet with headers
+    const worksheet = XLSX.utils.aoa_to_sheet(headers);
+
+    // Append distributor data below headers
+    XLSX.utils.sheet_add_json(worksheet, distributorData, {
+      skipHeader: true,
+      origin: "A2",
+    });
+
+    // Set column widths based on content length
+    const columnWidths = headers[0].map((header, index) => {
+      let maxLength = header.length;
+      for (const row of distributorData) {
+        const cellContent = row[header]?.toString() || "";
+        maxLength = Math.max(maxLength, cellContent.length);
+      }
+      return { wch: maxLength + 2 };
+    });
+    worksheet["!cols"] = columnWidths;
+
+    // Create workbook and append worksheet
+    const workbook = XLSX.utils.book_new();
+    XLSX.utils.book_append_sheet(
+      workbook,
+      worksheet,
+      "Principal_Distributor_Report"
+    );
+
+    // Write workbook to a buffer
+    const excelBuffer = XLSX.write(workbook, {
+      bookType: "xlsx",
+      type: "buffer",
+    });
+
+    // Send Excel file as response
+    res.setHeader(
+      "Content-Type",
+      "application/vnd.openxmlformats-officedocument.spreadsheetml.sheet"
+    );
+    res.setHeader(
+      "Content-Disposition",
+      "attachment; filename=Principal_Distributor_Report.xlsx"
+    );
+    res.send(excelBuffer);
+  } catch (error) {
+    console.error("Error generating report:", error);
+    res.status(500).json({ message: "Failed to generate report" });
+  }
+};

resources/user/userRoute.js

@@ -23,6 +23,7 @@ import {
   getAllPrincipalDistributorbyscId,
   saveFCMTokenForUser,
   getAllPD,
+  generatePrincipalDistributorReport,
 } from "./userController.js";
 import { isAuthenticatedUser, authorizeRoles } from "../../middlewares/auth.js";
 
@@ -46,6 +47,13 @@ router
     authorizeRoles("admin"),
     uploadPrincipaldistributors
   );
+  router
+  .route("/principaldistributor/download-report")
+  .get(
+    isAuthenticatedUser,
+    authorizeRoles("admin"),
+    generatePrincipalDistributorReport
+  );
 //mapping start
 router
   .route("/admin/users")