mapped TM with RD

resources/KYC/KycController.js

@@ -569,87 +569,4 @@ export const saveFCMTokenForTM = async (req, res) => {
     res.status(500).send("Internal Server Error");
   }
 };
-export const getAllKycApprovedbytmid = async (req, res) => {
-  try {
-    const { id } = req.params; // Extracting `mappedTM` ID from req.params
 
-    // Extract query parameters with default values
-    const { tradename, page = 1, show = 10 } = req.query;
-    const skip = (page - 1) * show;
-
-    // Build query object
-    const query = { status: "approved", mappedTM: id };
-    if (tradename) {
-      query.trade_name = new RegExp(tradename, "i");
-    }
-
-    // Fetch KYC records with pagination and population
-    const retaildistributor = await KYC.find(query)
-      .sort({ createdAt: -1 })
-      .populate("principal_distributer")
-      .populate("mappedTM")
-      .populate("mappedSC")
-      .populate("addedBy")
-      .skip(skip)
-      .limit(parseInt(show));
-
-    // Get total count of documents matching the query
-    const total_data = await KYC.countDocuments(query);
-
-    // Calculate total pages
-    const total_pages = Math.ceil(total_data / show);
-
-    // Send the response
-    res.status(200).json({
-      success: true,
-      total_data: total_data,
-      total_pages: total_pages,
-      retaildistributor,
-    });
-  } catch (error) {
-    // Handle any errors that occur during the fetch operation
-    console.error(error);
-    res.status(500).json({ message: "Server Error", error });
-  }
-};
-
-export const updateKYCMapped = async (req, res) => {
-  try {
-    const { id } = req.params; // KYC document ID from params
-    const { principal_distributor, mappedTM, mappedSC } = req.body; // Fields to update from the request body
-
-    // Find the KYC document by ID
-    const kyc = await KYC.findById(id);
-
-    // If KYC not found, return 404
-    if (!kyc) {
-      return res.status(404).json({ message: "KYC record not found" });
-    }
-
-    // Update the fields only if they are provided in the request body
-    if (principal_distributor) {
-      kyc.principal_distributer = principal_distributor;
-    }
-    if (mappedTM) {
-      kyc.mappedTM = mappedTM;
-    }
-    if (mappedSC) {
-      kyc.mappedSC = mappedSC;
-    }
-
-    // Save the updated KYC document
-    await kyc.save();
-
-    // Send the updated KYC data as a response
-    res.status(200).json({
-      message: "KYC record updated successfully",
-      data: kyc,
-    });
-  } catch (error) {
-    // Handle any errors during the update
-    res.status(500).json({
-      message: "Error updating KYC record",
-      error: error.message,
-    });
-  }
-};

resources/KYC/KycRoutes.js

@@ -7,13 +7,11 @@ import {
   createretaildistributor,
   getAllKyc,
   getAllKycApproved,
-  getAllKycApprovedbytmid,
   getAllKycRejected,
   getAllPrincipalDistributers,
   getKycById,
   saveFCMTokenForSC,
   saveFCMTokenForTM,
-  updateKYCMapped,
   updateKycStatus,
 } from "./KycController.js";
 import { isAuthenticatedSalesCoOrdinator } from "../../middlewares/SalesCoOrdinatorAuth.js";
@@ -78,11 +76,4 @@ router
 router
   .route("/kyc/save-fcm-tm/")
   .post(isAuthenticatedTerritoryManager, saveFCMTokenForTM);
-//mapping part
-router
-  .route("/kyc/getAllapprovedbytmid/:id")
-  .get(isAuthenticatedUser, authorizeRoles("admin"), getAllKycApprovedbytmid);
-router
-  .route("/kyc/mapped/:id")
-  .get(isAuthenticatedUser, authorizeRoles("admin"), updateKYCMapped);
 export default router;

resources/RetailDistributor/RetailDistributerRoutes.js

@@ -2,11 +2,17 @@ import express from "express";
 import {
   ChangePasswordRD,
   forgotPassword,
+  getAllRDbytmid,
+  getAllRetailDistributorApproved,
   getmyProfile,
+  getRDId,
   loginRD,
   UpdateProfile,
+  updateRDMapped,
+  updateunmapRD,
 } from "./RetailDistributorController.js";
 import { isAuthenticatedRD } from "../../middlewares/rdAuth.js";
+import { authorizeRoles, isAuthenticatedUser } from "../../middlewares/auth.js";
 
 const router = express.Router();
 
@@ -25,4 +31,25 @@ router.patch(
 
   UpdateProfile
 );
+//admin and maping
+router
+  .route("/getAllRD")
+  .get(
+    isAuthenticatedUser,
+    authorizeRoles("admin"),
+    getAllRetailDistributorApproved
+  );
+router
+  .route("/getRD/:id")
+  .get(isAuthenticatedUser, authorizeRoles("admin"), getRDId);
+//mapping part
+router
+  .route("/getAllRDbytmid/:mappedTMId")
+  .get(isAuthenticatedUser, authorizeRoles("admin"), getAllRDbytmid);
+router
+  .route("/mapped/:id")
+  .put(isAuthenticatedUser, authorizeRoles("admin"), updateRDMapped);
+  router
+  .route("/unmap/:id")
+  .patch(isAuthenticatedUser, authorizeRoles("admin"), updateunmapRD);
 export default router;

resources/RetailDistributor/RetailDistributorController.js

@@ -1,3 +1,4 @@
+import mongoose from "mongoose";
 import RetailDistributor from "./RetailDistributorModel.js";
 import validator from "validator";
 export const loginRD = async (req, res) => {
@@ -216,3 +217,567 @@ export const getmyProfile = async (req, res) => {
     });
   }
 };
+
+//reatil distributor mapping
+export const getAllRetailDistributorApproved = async (req, res) => {
+  try {
+    // Extract query parameters
+    const {
+      page = 1,
+      show = 10,
+      tradename,
+      name,
+      mobile_number,
+      principaldistributor,
+    } = req.query;
+    const skip = (page - 1) * show;
+
+    // Build the aggregation pipeline
+    let pipeline = [
+      {
+        $lookup: {
+          from: "kycs", // Assuming your KYC collection is named "kycs"
+          localField: "kyc",
+          foreignField: "_id",
+          as: "kycDetails",
+        },
+      },
+      { $unwind: { path: "$kycDetails", preserveNullAndEmptyArrays: true } }, // Unwind kycDetails and allow null/empty arrays
+      {
+        $lookup: {
+          from: "users", // Assuming your User collection is named "users"
+          localField: "principal_distributer",
+          foreignField: "_id",
+          as: "principalDetails",
+        },
+      },
+      {
+        $unwind: {
+          path: "$principalDetails",
+          preserveNullAndEmptyArrays: true,
+        },
+      }, // Unwind principalDetails and allow null/empty arrays
+
+      // Lookup for mappedTM (Territory Manager)
+      {
+        $lookup: {
+          from: "territorymanagers", // Assuming your Territory Manager collection
+          localField: "mappedTM",
+          foreignField: "_id",
+          as: "mappedTMDetails",
+        },
+      },
+      {
+        $unwind: { path: "$mappedTMDetails", preserveNullAndEmptyArrays: true },
+      }, // Unwind mappedTMDetails and allow null/empty arrays
+
+      // Lookup for mappedSC (Sales Coordinator)
+      {
+        $lookup: {
+          from: "salescoordinators", // Assuming your Sales Coordinator collection
+          localField: "mappedSC",
+          foreignField: "_id",
+          as: "mappedSCDetails",
+        },
+      },
+      {
+        $unwind: { path: "$mappedSCDetails", preserveNullAndEmptyArrays: true },
+      }, // Unwind mappedSCDetails and allow null/empty arrays
+
+      // Filter to ensure data exists in kyc or principalDetails
+      {
+        $match: {
+          $or: [
+            { "kycDetails.trade_name": { $exists: true } }, // Ensure KYC exists
+            { "principalDetails.name": { $exists: true } }, // Ensure Principal Distributor exists
+          ],
+        },
+      },
+    ];
+
+    // Add filters based on query parameters
+
+    // Filter by KYC trade_name (case-insensitive)
+    if (tradename) {
+      pipeline.push({
+        $match: { "kycDetails.trade_name": new RegExp(tradename, "i") },
+      });
+    }
+
+    // Filter by principal_distributer name (case-insensitive)
+    if (principaldistributor) {
+      pipeline.push({
+        $match: {
+          "principalDetails.name": new RegExp(principaldistributor, "i"),
+        },
+      });
+    }
+
+    // Filter by name (RetailDistributor model's name)
+    if (name) {
+      pipeline.push({
+        $match: { name: new RegExp(name, "i") }, // Case-insensitive search for name
+      });
+    }
+
+    // Filter by mobile_number (RetailDistributor model's mobile number)
+    if (mobile_number) {
+      pipeline.push({
+        $match: { mobile_number: new RegExp(mobile_number, "i") }, // Case-insensitive search for mobile_number
+      });
+    }
+
+    // Project only the required fields
+    pipeline.push({
+      $project: {
+        _id: 1, // RetailDistributor ID
+        uniqueId: 1, // RetailDistributor uniqueId
+        name: 1, // RetailDistributor name
+        mobile_number: 1, // RetailDistributor mobile_number
+        email: 1, // RetailDistributor email
+        "kycDetails.trade_name": 1, // Only trade_name from kyc
+        "principalDetails.name": 1, // Only name from principal_distributer
+        "mappedTMDetails.name": 1, // Only name from mappedTM (Territory Manager)
+        "mappedSCDetails.name": 1, // Only name from mappedSC (Sales Coordinator)
+        createdAt: 1, // For sorting
+      },
+    });
+
+    // Pagination and sorting
+    pipeline.push({ $sort: { createdAt: -1 } });
+    pipeline.push({ $skip: skip });
+    pipeline.push({ $limit: parseInt(show) });
+
+    // Execute the aggregation pipeline
+    const Retaildistributor = await RetailDistributor.aggregate(pipeline);
+
+    // Get total count of documents matching the query
+    const countPipeline = [
+      {
+        $lookup: {
+          from: "kycs",
+          localField: "kyc",
+          foreignField: "_id",
+          as: "kycDetails",
+        },
+      },
+      { $unwind: { path: "$kycDetails", preserveNullAndEmptyArrays: true } },
+      {
+        $lookup: {
+          from: "users",
+          localField: "principal_distributer",
+          foreignField: "_id",
+          as: "principalDetails",
+        },
+      },
+      {
+        $unwind: {
+          path: "$principalDetails",
+          preserveNullAndEmptyArrays: true,
+        },
+      },
+      {
+        $match: {
+          $or: [
+            { "kycDetails.trade_name": { $exists: true } },
+            { "principalDetails.name": { $exists: true } },
+          ],
+        },
+      },
+    ];
+
+    // Apply search filters to count query
+
+    // Filter by KYC trade_name
+    if (tradename) {
+      countPipeline.push({
+        $match: { "kycDetails.trade_name": new RegExp(tradename, "i") },
+      });
+    }
+
+    // Filter by principal_distributer name
+    if (principaldistributor) {
+      countPipeline.push({
+        $match: {
+          "principalDetails.name": new RegExp(principaldistributor, "i"),
+        },
+      });
+    }
+
+    // Filter by name
+    if (name) {
+      countPipeline.push({
+        $match: { name: new RegExp(name, "i") },
+      });
+    }
+
+    // Filter by mobile_number
+    if (mobile_number) {
+      countPipeline.push({
+        $match: { mobile_number: new RegExp(mobile_number, "i") },
+      });
+    }
+
+    // Get the total count of filtered documents
+    const total_data = await RetailDistributor.aggregate([
+      ...countPipeline,
+      { $count: "total" },
+    ]);
+
+    const totalCount = total_data[0]?.total || 0; // Ensure count is zero if no data found
+
+    // Send the response with pagination data
+    res.status(200).json({
+      success: true,
+      total_data: totalCount,
+      total_pages: Math.ceil(totalCount / show),
+      Retaildistributor,
+    });
+  } catch (error) {
+    console.error(error);
+    res.status(500).json({ message: "Server Error", error });
+  }
+};
+
+//get RD by Id
+export const getRDId = async (req, res) => {
+  try {
+    const { id } = req.params;
+    console.log(id);
+    // Fetch the KYC document from the database by ID
+    const RD = await RetailDistributor.findById(id)
+      .populate("principal_distributer", "name")
+      .populate("addedBy")
+      .populate("kyc")
+      .populate("mappedTM")
+      .populate("mappedSC");
+
+    // Check if the KYC document exists
+    if (!RD) {
+      return res.status(404).json({ message: "No RetailDistributor found" });
+    }
+
+    // Send the fetched KYC document as a response
+    res.status(200).json(RD);
+  } catch (error) {
+    // Handle any errors that occur during the fetch operation
+    res.status(500).json({ message: "Server Error", error });
+  }
+};
+//mapping
+
+export const getAllRDbytmid = async (req, res) => {
+  try {
+    // Extract query parameters
+    const {
+      page = 1,
+      show = 10,
+      tradename,
+      name,
+      mobile_number,
+      principaldistributor,
+    } = req.query;
+    const { mappedTMId } = req.params; // Extract mappedTM ID from request params
+
+    // Convert mappedTMId to ObjectId if it's a valid ObjectId string
+    let mappedTMObjectId;
+    try {
+      mappedTMObjectId = mongoose.Types.ObjectId(mappedTMId);
+    } catch (error) {
+      return res.status(400).json({ message: "Invalid mappedTM ID format" });
+    }
+
+    const skip = (page - 1) * show;
+
+    // Build the aggregation pipeline
+    let pipeline = [
+      {
+        $match: {
+          mappedTM: mappedTMObjectId, // Filter by mappedTM ObjectId
+        },
+      },
+      {
+        $lookup: {
+          from: "kycs", // Assuming your KYC collection is named "kycs"
+          localField: "kyc",
+          foreignField: "_id",
+          as: "kycDetails",
+        },
+      },
+      { $unwind: { path: "$kycDetails", preserveNullAndEmptyArrays: true } }, // Unwind kycDetails and allow null/empty arrays
+      {
+        $lookup: {
+          from: "users", // Assuming your User collection is named "users"
+          localField: "principal_distributer",
+          foreignField: "_id",
+          as: "principalDetails",
+        },
+      },
+      {
+        $unwind: {
+          path: "$principalDetails",
+          preserveNullAndEmptyArrays: true,
+        },
+      }, // Unwind principalDetails and allow null/empty arrays
+
+      // Lookup for mappedTM (Territory Manager)
+      {
+        $lookup: {
+          from: "territorymanagers", // Assuming your Territory Manager collection
+          localField: "mappedTM",
+          foreignField: "_id",
+          as: "mappedTMDetails",
+        },
+      },
+      {
+        $unwind: { path: "$mappedTMDetails", preserveNullAndEmptyArrays: true },
+      }, // Unwind mappedTMDetails and allow null/empty arrays
+
+      // Lookup for mappedSC (Sales Coordinator)
+      {
+        $lookup: {
+          from: "salescoordinators", // Assuming your Sales Coordinator collection
+          localField: "mappedSC",
+          foreignField: "_id",
+          as: "mappedSCDetails",
+        },
+      },
+      {
+        $unwind: { path: "$mappedSCDetails", preserveNullAndEmptyArrays: true },
+      }, // Unwind mappedSCDetails and allow null/empty arrays
+
+      // Filter to ensure data exists in kyc or principalDetails
+      {
+        $match: {
+          $or: [
+            { "kycDetails.trade_name": { $exists: true } }, // Ensure KYC exists
+            { "principalDetails.name": { $exists: true } }, // Ensure Principal Distributor exists
+          ],
+        },
+      },
+    ];
+
+    // Add filters based on query parameters
+
+    // Filter by KYC trade_name (case-insensitive)
+    if (tradename) {
+      pipeline.push({
+        $match: { "kycDetails.trade_name": new RegExp(tradename, "i") },
+      });
+    }
+
+    // Filter by principal_distributer name (case-insensitive)
+    if (principaldistributor) {
+      pipeline.push({
+        $match: {
+          "principalDetails.name": new RegExp(principaldistributor, "i"),
+        },
+      });
+    }
+
+    // Filter by name (RetailDistributor model's name)
+    if (name) {
+      pipeline.push({
+        $match: { name: new RegExp(name, "i") }, // Case-insensitive search for name
+      });
+    }
+
+    // Filter by mobile_number (RetailDistributor model's mobile number)
+    if (mobile_number) {
+      pipeline.push({
+        $match: { mobile_number: new RegExp(mobile_number, "i") }, // Case-insensitive search for mobile_number
+      });
+    }
+
+    // Project only the required fields
+    pipeline.push({
+      $project: {
+        _id: 1, // RetailDistributor ID
+        uniqueId: 1, // RetailDistributor uniqueId
+        name: 1, // RetailDistributor name
+        mobile_number: 1, // RetailDistributor mobile_number
+        email: 1, // RetailDistributor email
+        "kycDetails.trade_name": 1, // Only trade_name from kyc
+        "principalDetails.name": 1, // Only name from principal_distributer
+        "mappedTMDetails.name": 1, // Only name from mappedTM (Territory Manager)
+        "mappedSCDetails.name": 1, // Only name from mappedSC (Sales Coordinator)
+        createdAt: 1, // For sorting
+      },
+    });
+
+    // Pagination and sorting
+    pipeline.push({ $sort: { createdAt: -1 } });
+    pipeline.push({ $skip: skip });
+    pipeline.push({ $limit: parseInt(show) });
+
+    // Execute the aggregation pipeline
+    const Retaildistributor = await RetailDistributor.aggregate(pipeline);
+
+    // Get total count of documents matching the query
+    const countPipeline = [
+      {
+        $match: {
+          mappedTM: mappedTMObjectId, // Filter by mappedTM ObjectId
+        },
+      },
+      {
+        $lookup: {
+          from: "kycs",
+          localField: "kyc",
+          foreignField: "_id",
+          as: "kycDetails",
+        },
+      },
+      { $unwind: { path: "$kycDetails", preserveNullAndEmptyArrays: true } },
+      {
+        $lookup: {
+          from: "users",
+          localField: "principal_distributer",
+          foreignField: "_id",
+          as: "principalDetails",
+        },
+      },
+      {
+        $unwind: {
+          path: "$principalDetails",
+          preserveNullAndEmptyArrays: true,
+        },
+      },
+      {
+        $match: {
+          $or: [
+            { "kycDetails.trade_name": { $exists: true } },
+            { "principalDetails.name": { $exists: true } },
+          ],
+        },
+      },
+    ];
+
+    // Apply search filters to count query
+
+    // Filter by KYC trade_name
+    if (tradename) {
+      countPipeline.push({
+        $match: { "kycDetails.trade_name": new RegExp(tradename, "i") },
+      });
+    }
+
+    // Filter by principal_distributer name
+    if (principaldistributor) {
+      countPipeline.push({
+        $match: {
+          "principalDetails.name": new RegExp(principaldistributor, "i"),
+        },
+      });
+    }
+
+    // Filter by name
+    if (name) {
+      countPipeline.push({
+        $match: { name: new RegExp(name, "i") },
+      });
+    }
+
+    // Filter by mobile_number
+    if (mobile_number) {
+      countPipeline.push({
+        $match: { mobile_number: new RegExp(mobile_number, "i") },
+      });
+    }
+
+    // Get the total count of filtered documents
+    const total_data = await RetailDistributor.aggregate([
+      ...countPipeline,
+      { $count: "total" },
+    ]);
+
+    const totalCount = total_data[0]?.total || 0; // Ensure count is zero if no data found
+
+    // Send the response with pagination data
+    res.status(200).json({
+      success: true,
+      total_data: totalCount,
+      total_pages: Math.ceil(totalCount / show),
+      Retaildistributor,
+    });
+  } catch (error) {
+    console.error(error);
+    res.status(500).json({ message: "Server Error", error });
+  }
+};
+
+export const updateRDMapped = async (req, res) => {
+  try {
+    const { id } = req.params;
+    const { principal_distributor, mappedTM, mappedSC } = req.body;
+
+    // Find the RetailDistributor document by ID
+    const RD = await RetailDistributor.findById(id);
+
+    if (!RD) {
+      return res.status(404).json({ message: "RetailDistributor not found" });
+    }
+
+    // Update the fields if provided in the request body
+    if (principal_distributor) {
+      RD.principal_distributer = principal_distributor;
+    }
+    if (mappedTM) {
+      RD.mappedTM = mappedTM;
+    }
+    if (mappedSC) {
+      RD.mappedSC = mappedSC;
+    }
+
+    // Save the updated document
+    await RD.save();
+
+    res.status(200).json({
+      message: "RetailDistributor record updated successfully",
+      data: RD,
+    });
+  } catch (error) {
+    // Handle any errors during the update
+    res.status(500).json({
+      message: "Error updating RD record",
+      error: error.message,
+    });
+  }
+};
+export const updateunmapRD = async (req, res) => {
+  try {
+    const { id } = req.params;
+    const { principal_distributor, mappedTM, mappedSC } = req.body;
+
+    // Find the RetailDistributor document by ID
+    const RD = await RetailDistributor.findById(id);
+
+    if (!RD) {
+      return res.status(404).json({ message: "RetailDistributor not found" });
+    }
+
+    // Update the fields if provided in the request body
+    if (principal_distributor) {
+      RD.principal_distributer = null;
+    }
+    if (mappedTM ) {
+      RD.mappedTM = null;
+    }
+    if (mappedSC) {
+      RD.mappedSC = null;
+    }
+    // Save the updated document
+    await RD.save();
+
+    res.status(200).json({
+      message: "RetailDistributor record updated successfully",
+      data: RD,
+    });
+  } catch (error) {
+    // Handle any errors during the update
+    res.status(500).json({
+      message: "Error updating RD record",
+      error: error.message,
+    });
+  }
+};

resources/RetailDistributor/RetailDistributorModel.js

@@ -73,13 +73,18 @@ const RetailDistributorSchema = new mongoose.Schema(
   },
   { timestamps: true }
 );
-// Pre-save middleware to set 'mapped' based on 'userType'
+
+// Pre-save middleware to set 'mappedSC' or 'mappedTM' if not provided, based on 'userType' and 'addedBy'
 RetailDistributorSchema.pre("save", function (next) {
-  if (this.userType === "SalesCoOrdinator" && this.addedBy) {
+  // Only set defaults if the document is new (not yet saved)
+  if (this.isNew) {
+    if (!this.mappedSC && this.userType === "SalesCoOrdinator" && this.addedBy) {
       this.mappedSC = this.addedBy;
-  } else if (this.userType === "TerritoryManager" && this.addedBy) {
+    }
+    if (!this.mappedTM && this.userType === "TerritoryManager" && this.addedBy) {
       this.mappedTM = this.addedBy;
     }
+  }
   next();
 });
 RetailDistributorSchema.pre("save", async function (next) {