mapped TM with RD

This commit is contained in:
Sibunnayak 2024-09-10 15:04:32 +05:30
parent b76d9b3c6d
commit c77851d5f7
5 changed files with 602 additions and 97 deletions

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@ -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,
});
}
};

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@ -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;

View File

@ -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;

View File

@ -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,
});
}
};

View File

@ -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) {