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Task #124

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Agent Management

Added by Dana Basheer 16 days ago. Updated 15 days ago.

Status:
Resolved
Priority:
High
Assignee:
Start date:
02/18/2026
Due date:
02/18/2026 (15 days late)
% Done:

0%

Estimated time:

Description

The Agent Management module is used to create and manage agents under a specific enterprise and location.
Agents represent travel partners, sub-agents, or business representatives who operate in a particular state and location.
Each agent is linked to an enterprise and geography location, and their contact and GST details are stored for business and transaction purposes.

Table

agent_master

  • id (PK) INT Unique agent ID
  • enterprise_id (FK) INT References enterprise_master.enterprise_id
  • agent_name VARCHAR(150) Agent full name
  • agent_display_name VARCHAR(150) Display name used in UI/reports
  • state_geog_id (FK) INT References khm_loc_mst_geography.geog_id (State level)
  • location_geog_id (FK) INT References khm_loc_mst_geography.geog_id (City/Tourist Location level)
  • sub_location VARCHAR(150) Sub-location or area name
  • mobile_no VARCHAR(15) Agent contact number
  • email VARCHAR(150) Agent email
  • address TEXT Agent address
  • gstin VARCHAR(20) GST number
  • is_active BOOLEAN Active / Inactive status
  • added_date DATETIME Record creation date

Validations

Add Agent

Mandatory Fields

  • Agent Name is mandatory
  • Agent State is mandatory
  • Location is mandatory
  • Mobile Number is mandatory
  • Email is mandatory

Name

  • Minimum 3 characters required
  • Trim spaces before saving

Mobile

  • Must be numeric
  • Length must be 10–15 digits
  • Must be unique under same enterprise

Email

  • Must be valid email format
  • Must be unique under same enterprise

GSTIN

  • Optional field
  • If entered, must be valid GSTIN format
  • Length must be 15 characters

Location

  • State must be geo_level = State
  • Location must be geo_level = City or Tourist Location
  • Location must belong to selected State

Enterprise

  • enterprise_id must be auto-assigned from logged-in enterprise
  • User cannot create agent for another enterprise

Edit Agent

  • Allow editing:
    • Agent Name
    • Display Name
    • Mobile
    • Email
    • Address
    • GSTIN
    • Active / Inactive
      Must still enforce duplicate validation.

Active / Inactive Rule

  • is_active = TRUE → Agent usable
  • is_active = FALSE → Agent disabled but not deleted

Never hard delete agent records.

Actions #1

Updated by Anjana K 16 days ago

  • Status changed from New to In Progress
Actions #2

Updated by Anjana K 15 days ago

  • Status changed from In Progress to Resolved
Actions

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