-
+
All
-
Pending
-
Completed
+
Pending
+
Completed
- +
@@ -448,12 +482,15 @@ document.addEventListener('DOMContentLoaded', function () { // Single selects document.querySelectorAll('.searchable:not(.multi-searchable)').forEach(function(el) { let parentModal = el.closest('.modal'); - $(el).select2({ - placeholder: "Select..", + const select2Options = { allowClear: false, minimumResultsForSearch: 0, dropdownParent: parentModal ? $(parentModal) : $(document.body) - }); + }; + if (el.id !== 'memberFilter') { + select2Options.placeholder = "Select.."; + } + $(el).select2(select2Options); }); // Multi selects @@ -509,6 +546,7 @@ const activityIcons = { const salesManagerWithHeadIds = ; const API = ''; +const defaultFinancialYear = ''; let filter = 'all'; let lead_id = null; let global_lead_assigned_to = null; @@ -519,6 +557,58 @@ let limit = 10; let currentOffset = 0; const department = ''; +function getCurrentFY() { + const today = new Date(); + const year = today.getFullYear(); + const month = today.getMonth(); + const startYear = month >= 3 ? year : year - 1; + return startYear + '-' + String(startYear + 1); +} + +function initSalesToolbarFilters() { + const fySelect = document.getElementById('financialYearFilter'); + const params = new URLSearchParams(window.location.search); + + if (fySelect) { + let fy = params.get('fy') || defaultFinancialYear || getCurrentFY(); + const matched = Array.from(fySelect.options).some(opt => opt.value === fy); + if (!matched && fySelect.options.length > 0) { + fy = fySelect.options[0].value; + } + fySelect.value = fy; + } + + const statusParam = (params.get('status') || 'all').toLowerCase(); + const statusTab = Array.from(document.querySelectorAll('.filter-tabs .tab')) + .find(tab => (tab.dataset.filter || '').toLowerCase() === statusParam); + if (statusTab) { + document.querySelectorAll('.filter-tabs .tab').forEach(tab => tab.classList.remove('active')); + statusTab.classList.add('active'); + filter = statusParam; + } + + const memberSelect = document.getElementById('memberFilter'); + const memberId = params.get('member'); + if (memberSelect && memberId && Array.from(memberSelect.options).some(opt => opt.value === memberId)) { + memberSelect.value = memberId; + if (window.jQuery) { + $(memberSelect).trigger('change.select2'); + } + } +} + +function getSelectedMemberIds(defaultIds) { + const memberFilter = document.getElementById('memberFilter'); + if (memberFilter && memberFilter.value) { + return [memberFilter.value]; + } + return Array.isArray(defaultIds) ? defaultIds : []; +} + +function getSelectedFinancialYear() { + return document.getElementById('financialYearFilter')?.value || defaultFinancialYear || getCurrentFY(); +} + function openModal(id) { document.getElementById(id).classList.add('active'); resetFlatpicker(); } @@ -583,7 +673,11 @@ function setFilter(val, el) { document.querySelectorAll('.tab').forEach(t => t.classList.remove('active')); el.classList.add('active'); filter = val; - fetchActivities(); + const searchInput = document.getElementById('mainSearch'); + if (searchInput) { + searchInput.value = ''; + } + fetchActivities(false); } async function fetchActivities(isLoadMore = false) { @@ -592,6 +686,7 @@ async function fetchActivities(isLoadMore = false) { const btnLoadMore = document.getElementById('btn-load-more'); const spinner = document.getElementById('load-more-spinner'); const text = document.getElementById('load-more-text'); + const selectedMemberIds = getSelectedMemberIds(salesManagerWithHeadIds); // 1. Define the empty state HTML early so we can use it immediately if needed @@ -606,7 +701,7 @@ async function fetchActivities(isLoadMore = false) { console.log(salesManagerWithHeadIds); // return; // 2. 🛑 SHORT-CIRCUIT: If no sales manager IDs exist, show empty state and stop! - if (typeof salesManagerWithHeadIds === 'undefined' || salesManagerWithHeadIds.length === 0) { + if (selectedMemberIds.length === 0) { console.log("No Sales Manager IDs found. Skipping API call."); grid.innerHTML = emptyStateHTML; btnLoadMore.style.display = 'none'; // Hide the load more button @@ -631,11 +726,15 @@ async function fetchActivities(isLoadMore = false) { } // 5. Build URL with dynamic offset - let url = `${API}/activities?status=${filter === 'all' ? '' : filter}&search=${q}&limit=${limit}&offset=${currentOffset}`; - // url += `&assigned_to=${salesManagerIds.join(',')}`; // We already proved it exists above! - if (typeof salesManagerWithHeadIds !== 'undefined' && salesManagerWithHeadIds.length > 0) { - url += `&assigned_to=${salesManagerWithHeadIds.join(',')}`; - } + const params = new URLSearchParams({ + status: filter === 'all' ? '' : filter, + search: q, + limit, + offset: currentOffset, + assigned_to: selectedMemberIds.join(','), + financial_year: getSelectedFinancialYear() + }); + let url = `${API}/activities?${params.toString()}`; console.log("Fetching API:", url); @@ -1289,6 +1388,68 @@ function convertDBFormatted(input) { ); } +function csvEscape(value) { + const text = String(value ?? '').replace(/"/g, '""'); + return `"${text}"`; +} + +function formatIndianDate(value) { + if (!value) return ''; + const date = new Date(String(value).replace(' ', 'T')); + if (Number.isNaN(date.getTime())) return value; + + return date.toLocaleString('en-IN', { + day: '2-digit', + month: '2-digit', + year: 'numeric', + hour: '2-digit', + minute: '2-digit', + hour12: true + }).replace(',', '').toUpperCase(); +} + +function downloadCsv(filename, rows) { + const csv = rows.map(row => row.map(csvEscape).join(',')).join('\n'); + const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' }); + const link = document.createElement('a'); + link.href = URL.createObjectURL(blob); + link.download = filename; + link.click(); + URL.revokeObjectURL(link.href); +} + +async function exportActivitiesCsv() { + const selectedMemberIds = getSelectedMemberIds(salesManagerWithHeadIds); + if (selectedMemberIds.length === 0) return toastr.warning('No members available to export'); + + const params = new URLSearchParams({ + status: filter === 'all' ? '' : filter, + search: document.getElementById('mainSearch')?.value || '', + limit: 10000, + offset: 0, + assigned_to: selectedMemberIds.join(','), + financial_year: getSelectedFinancialYear() + }); + + const res = await fetch(`${API}/activities?${params.toString()}`); + const json = await res.json(); + const rows = [ + ['Company', 'Activity Type', 'Status', 'Assigned To', 'Additional Members', 'Scheduled Date', 'Created At', 'Notes'], + ...(json.data || []).map(a => [ + a.company_name || '', + a.activity_type || '', + capitalize(a.status), + a.assigned_to_name || '', + a.additional_assigned_names || '', + formatIndianDate(a.scheduled_date), + formatIndianDate(a.created_at), + a.notes || a.completion_notes || '' + ]) + ]; + downloadCsv(`sales-activities-${getSelectedFinancialYear()}.csv`, rows); +} + +initSalesToolbarFilters(); fetchActivities(); \ No newline at end of file diff --git a/app/Views/sales/branch_level_dashboard_view.php b/app/Views/sales/branch_level_dashboard_view.php index 6fec92ed..74b44c21 100644 --- a/app/Views/sales/branch_level_dashboard_view.php +++ b/app/Views/sales/branch_level_dashboard_view.php @@ -67,6 +67,7 @@ .card-hero:nth-child(3)::before { background: linear-gradient(90deg, #fda085, #f6d365); } .card-hero:nth-child(4)::before { background: linear-gradient(90deg, #43e97b, #38f9d7); } .card-hero:hover { transform: translateY(-4px); box-shadow: 0 12px 24px rgba(0,0,0,0.09); } + .card-hero.stat-link { cursor: pointer; } .stat-icon { width: 42px; height: 42px; border-radius: 10px; display: flex; align-items: center; justify-content: center; font-size: 18px; margin-bottom: 14px; } .stat-val { font-size: 30px; font-weight: 800; color: #1a202c; line-height: 1; } .stat-label { color: #8896aa; font-size: 13px; margin-top: 6px; font-weight: 600; } @@ -114,6 +115,8 @@ .status-not-a-prospects { background: #ffebee; color: #d32f2f; } .leads-table-wrap { max-height: 480px; overflow-y: auto; } .leads-table-wrap thead th { position: sticky; top: 0; background: white; z-index: 1; } + .activity-count-link { display: inline-block; color: #2563eb; cursor: pointer; text-decoration: underline; text-underline-offset: 2px; } + .activity-count-muted { display: inline-block; color: #8896aa; cursor: help; } .empty-state { text-align: center; padding: 50px 20px; color: #aaa; } .empty-icon { width: 70px; height: 70px; margin: 0 auto 16px; background: #f5f5f5; border-radius: 50%; display: flex; align-items: center; justify-content: center; font-size: 32px; } @@ -178,6 +181,14 @@ .ms-num { font-size: 19px; font-weight: 800; } .ms-lbl { font-size: 10px; color: #7c8db0; font-weight: 700; letter-spacing: .05em; margin-top: 2px; } .modal-body { padding: 22px 24px; overflow-y: auto; flex: 1; } + .target-edit-panel { display: grid; grid-template-columns: 1fr 170px 120px; gap: 12px; align-items: end; padding: 16px; margin-bottom: 18px; border: 1px solid #bfdbfe; border-radius: 14px; background: #eff6ff; } + .target-edit-title { font-size: 13px; font-weight: 800; color: #1e3a8a; margin-bottom: 4px; } + .target-edit-help { font-size: 11px; color: #64748b; font-weight: 600; } + .target-edit-input { width: 100%; height: 38px; border: 1px solid #93c5fd; border-radius: 9px; padding: 8px 12px; font-size: 14px; font-weight: 700; color: #0f172a; background: #fff; } + .target-edit-input:focus { outline: none; border-color: #2563eb; box-shadow: 0 0 0 3px rgba(37, 99, 235, 0.14); } + .target-edit-btn { height: 38px; border: none; border-radius: 9px; background: #2563eb; color: #fff; font-size: 13px; font-weight: 800; cursor: pointer; transition: background .2s, transform .2s; } + .target-edit-btn:hover { background: #1d4ed8; transform: translateY(-1px); } + .target-edit-btn:disabled { background: #94a3b8; cursor: not-allowed; transform: none; } /* ── Modal Tabs ── */ .modal-tabs { display: flex; gap: 4px; background: #f1f5f9; border-radius: 10px; padding: 4px; margin-bottom: 20px; } @@ -219,7 +230,7 @@ .opp-card-lbl { font-size: 11px; color: #7c8db0; font-weight: 700; margin-top: 4px; letter-spacing: .04em; } @media(max-width:900px) { .list-col-head,.achieve-row { grid-template-columns: 220px 1fr 110px 110px 110px; } .col-lbl:nth-child(6),.col-lbl:nth-child(7),.achieve-row>*:nth-child(6),.achieve-row>*:nth-child(7) { display: none; } } - @media(max-width:640px) { .list-col-head { display: none; } .achieve-row { grid-template-columns: 1fr auto; gap: 12px; padding: 14px 16px; } .achieve-row>*:not(:nth-child(1)):not(:nth-child(7)) { display: none; } .section-head { flex-direction: column; align-items: flex-start; gap: 12px; } .modal-summary { grid-template-columns: repeat(2,1fr); } .opp-summary-cards { grid-template-columns: 1fr 1fr; } } + @media(max-width:640px) { .list-col-head { display: none; } .achieve-row { grid-template-columns: 1fr auto; gap: 12px; padding: 14px 16px; } .achieve-row>*:not(:nth-child(1)):not(:nth-child(7)) { display: none; } .section-head { flex-direction: column; align-items: flex-start; gap: 12px; } .modal-summary { grid-template-columns: repeat(2,1fr); } .target-edit-panel { grid-template-columns: 1fr; } .opp-summary-cards { grid-template-columns: 1fr 1fr; } }
@@ -243,22 +254,22 @@
-
+
👥
Total Leads
-
+
⚡
Total Activities
-
+
⏳
Pending Activities
-
+
✅
Completed Activities
@@ -349,9 +360,14 @@
- + + + + + + + -
+ +
+ 0): ?> + + + + +
+
@@ -470,11 +505,155 @@ const OPP_DATA = ; /* ── JS Helpers ── */ const ACT_ICONS = {Call:'📞',Email:'✉️',Meeting:'📅',Visit:'🚗',Demo:'🖥️','Share Docs':'📄','To Do':'✓'}; const ACT_COLORS = {Call:'#4f46e5',Email:'#10b981',Meeting:'#06b6d4',Visit:'#f59e0b',Demo:'#ec4899','Share Docs':'#f97316','To Do':'#64748b'}; -const fmt = v => '₹' + (v / 100000).toFixed(1) + 'L'; +const fmtIndianFull = value => '₹' + (Number(value) || 0).toLocaleString('en-IN', { + minimumFractionDigits: 2, + maximumFractionDigits: 2 +}); +const fmt = value => { + const amount = Number(value) || 0; + let display = '₹0'; + if (Math.abs(amount) >= 100000) { + display = '₹' + (amount / 100000).toFixed(1) + 'L'; + } else if (Math.abs(amount) >= 1000) { + display = '₹' + (amount / 1000).toFixed(1) + 'K'; + } else if (amount !== 0) { + display = '₹' + amount.toLocaleString('en-IN', { maximumFractionDigits: 0 }); + } + return '' + display + ''; +}; const fmtFull = v => '₹' + Number(v).toLocaleString('en-IN'); const pct = (a, t) => t > 0 ? Math.min(100, Math.round(a / t * 100)) : 0; const badge = p => p >= 100 ? ['b-achieved','🏆 Achieved'] : p >= 75 ? ['b-ontrack','🎯 On Track'] : p >= 50 ? ['b-behind','⚡ Behind'] : ['b-atrisk','⚠️ At Risk']; const progColor= p => p >= 100 ? 'linear-gradient(90deg,#10b981,#34d399)' : p >= 75 ? 'linear-gradient(90deg,#06b6d4,#67e8f9)' : p >= 50 ? 'linear-gradient(90deg,#f97316,#fbbf24)' : 'linear-gradient(90deg,#ef4444,#fca5a5)'; +const SALES_LEADS_URL = ''; +const SALES_ACTIVITIES_URL = ''; +const SALES_TARGETS_URL = ''; + +function getSelectedDashboardFY() { + return document.getElementById('financial_year')?.value || getCurrentFY(); +} + +function goSalesPage(page, status, memberId) { + const url = new URL(page === 'activities' ? SALES_ACTIVITIES_URL : SALES_LEADS_URL, window.location.origin); + url.searchParams.set('fy', getSelectedDashboardFY()); + url.searchParams.set('status', status || 'all'); + if (memberId) { + url.searchParams.set('member', memberId); + } + window.location.href = url.toString(); +} + +function goLeadActivities(memberId) { + if (!memberId) return; + goSalesPage('activities', 'all', memberId); +} + +function goLeadDetail(leadId) { + if (!leadId) return; + const url = new URL(SALES_LEADS_URL, window.location.origin); + url.searchParams.set('fy', getSelectedDashboardFY()); + url.searchParams.set('status', 'all'); + url.searchParams.set('lead_id', leadId); + window.location.href = url.toString(); +} + +function showToast(type, message) { + if (window.toastr && typeof toastr[type] === 'function') { + toastr[type](message); + return; + } + alert(message); +} + +function refreshTargetInDashboard(userId, targetId, targetAmount) { + const member = TEAM.find(item => item.id == userId); + if (!member) return; + + member.target_id = targetId || member.target_id; + member.target_amt = targetAmount; + if (Array.isArray(member.splits)) { + member.splits.forEach(split => { + split.target = Number((targetAmount / 4).toFixed(2)); + }); + } + + if (OPP_DATA[userId]) { + OPP_DATA[userId].target_amt = targetAmount; + } + + renderBranchSummary(); + renderList(); +} + +async function getSavedTargetRecord(userId, fyYear, fallbackTarget, forceFetch = false) { + if (!forceFetch && fallbackTarget?.id && fallbackTarget?.target_amount) { + return fallbackTarget; + } + + const res = await fetch(`${SALES_TARGETS_URL}/user/${userId}`); + if (!res.ok) { + return fallbackTarget || {}; + } + + const json = await res.json(); + return (json.data || []).find(record => record.fy_year === fyYear) || fallbackTarget || {}; +} + +async function saveModalTarget(targetId, userId, fyYear) { + const input = document.getElementById('modalTargetAmount'); + const button = document.getElementById('btnSaveModalTarget'); + const amount = parseInt(input?.value || '0', 10); + + if (!amount || amount <= 0) { + input?.focus(); + showToast('warning', 'Please enter a valid target amount.'); + return; + } + + const originalText = button ? button.textContent : ''; + if (button) { + button.disabled = true; + button.textContent = 'Saving...'; + } + + try { + const isUpdate = !!targetId; + const res = await fetch(isUpdate ? `${SALES_TARGETS_URL}/${targetId}` : SALES_TARGETS_URL, { + method: isUpdate ? 'PUT' : 'POST', + headers: { 'Content-Type': 'application/json' }, + body: JSON.stringify({ + user_id: userId, + fy_year: fyYear, + target_amount: amount + }) + }); + const result = await res.json(); + + if (!res.ok) { + throw new Error(result?.message || 'Unable to update target amount.'); + } + + const activeTabIndex = Array.from(document.querySelectorAll('.modal-tab')) + .findIndex(tab => tab.classList.contains('active')); + const updatedTarget = await getSavedTargetRecord(userId, fyYear, result?.data || {}, !isUpdate); + const updatedAmount = Number(updatedTarget.target_amount ?? amount); + + refreshTargetInDashboard(userId, updatedTarget.id || targetId, updatedAmount); + openModal(userId); + if (activeTabIndex > 0) { + const tabButton = document.querySelectorAll('.modal-tab')[activeTabIndex]; + if (tabButton) switchTab(activeTabIndex, tabButton); + } + + showToast('success', result?.message || (isUpdate ? 'Target amount updated successfully.' : 'Target amount created successfully.')); + } catch (err) { + showToast('error', err.message || 'Unable to save target amount.'); + if (button) { + button.disabled = false; + button.textContent = originalText || 'Save Target'; + } + } +} /* ── Date formatters ── */ const MONTHS = ['Jan','Feb','Mar','Apr','May','Jun','Jul','Aug','Sep','Oct','Nov','Dec']; @@ -608,6 +787,19 @@ function openModal(id) { + '
' + fmt(rem) + '
REMAINING
' + '
' + p + '%
ACHIEVED %
'; + const hasTargetRecord = !!m.target_id; + const targetEditorHtml = + '
' + + '
' + + '
' + (hasTargetRecord ? 'Edit Target Amount' : 'Create Target Amount') + '
' + + '
' + (hasTargetRecord ? 'Update' : 'Create') + ' target for ' + m.first_name + ' - ' + currentFY + '
' + + '
' + + '
' + + '' + + '
' + + '' + + '
'; + /* ── Overall progress block (shared) ── */ const overallHtml = '
' @@ -767,7 +959,8 @@ function openModal(id) { /* ── Inject tabs ── */ document.getElementById('modalBody').innerHTML = - '
' + targetEditorHtml + + '
' + '' + '' + '
' diff --git a/app/Views/sales/tracker_view.php b/app/Views/sales/tracker_view.php index a8a755ed..392c3f99 100644 --- a/app/Views/sales/tracker_view.php +++ b/app/Views/sales/tracker_view.php @@ -12,12 +12,32 @@ /* Filter Tabs */ .filter-tabs { display: flex; gap: 10px; padding: 20px 30px; } - .tab { padding: 10px 20px; border-radius: 20px; cursor: pointer; font-size: 14px; background: white; color: #666; border: 1px solid #e0e0e0; transition: all 0.2s; } + .tab { padding: 10px 14px; border-radius: 20px; cursor: pointer; font-size: 12px; background: white; color: #666; border: 1px solid #e0e0e0; transition: all 0.2s; white-space: nowrap; flex: 0 0 auto; } .tab.active { background: #02a8b5; color: white; border-color: #02a8b5; } /* Leads Grid */ .lead-header { display: flex; justify-content: space-between; align-items: center; flex-wrap: wrap; /* responsive */ gap: 15px; } - .lead-actions { display: flex; align-items: center; gap: 10px; } + .lead-actions { display: flex; align-items: center; gap: 4px; } + .sales-toolbar { flex-wrap: nowrap; padding: 16px 30px; gap: 12px; overflow-x: auto; } + .sales-toolbar .filter-tabs { padding: 0; flex: 1 1 auto; min-width: 0; overflow-x: auto; } + .sales-toolbar .lead-actions { flex: 0 0 auto; flex-wrap: nowrap; } + .sales-toolbar .search-input { width: 230px !important; } + .sales-toolbar .toolbar-select { width: 175px !important; min-width: 175px; padding: 9px 12px; } + .sales-toolbar .toolbar-select + .select2-container { width: 175px !important; min-width: 175px; } + .sales-toolbar .financial-year-select { width: 108px !important; min-width: 108px; } + .sales-toolbar .select2-container .select2-selection--single { height: 38px; border: 1px solid #ddd; border-radius: 6px; display: flex; align-items: center; } + .sales-toolbar .select2-container--default .select2-selection--single .select2-selection__rendered { line-height: 36px; } + .sales-toolbar .select2-container--default .select2-selection--single .select2-selection__arrow { height: 36px; } + .sales-toolbar #memberFilter + .select2-container { width: 175px !important; min-width: 175px; flex: 0 0 175px; } + .sales-toolbar #memberFilter + .select2-container .select2-selection--single { height: 38px !important; background: #fff !important; border: 1px solid #ddd !important; border-radius: 6px !important; display: flex; align-items: center; } + .sales-toolbar #memberFilter + .select2-container .select2-selection__rendered { flex: 1; line-height: 36px !important; padding-left: 12px; padding-right: 28px; white-space: nowrap; overflow: hidden; text-overflow: ellipsis; } + .sales-toolbar #memberFilter + .select2-container .select2-selection__arrow { height: 25px !important; width: 20px; top: 1px; right: 6px; } + .toolbar-icon-btn { width: 38px; height: 38px; padding: 0; display: inline-flex; align-items: center; justify-content: center; border: none; border-radius: 8px; color: #fff; cursor: pointer; transition: all 0.2s; } + .toolbar-icon-btn:hover { transform: translateY(-1px); filter: brightness(0.96); } + .toolbar-icon-btn:focus { outline: none; box-shadow: 0 0 0 2px rgba(2, 168, 181, 0.25); } + .toolbar-icon-btn i { font-size: 20px; line-height: 1; } + .toolbar-icon-btn.export-btn { background: #1f9d55; } + .toolbar-icon-btn.add-btn { background: #02a8b5; } .leads-grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(350px, 1fr)); gap: 20px; padding: 0 30px 30px; overflow-y: auto; } .lead-card { background: white; border-radius: 12px; padding: 20px; border: 1px solid #e0e0e0; cursor: pointer; transition: all 0.2s; } .lead-card:hover { box-shadow: 0 4px 12px rgba(0,0,0,0.1); transform: translateY(-2px); } @@ -146,7 +166,7 @@
Not a Prospects
-->
-
+
@@ -160,9 +180,23 @@
- +
@@ -729,12 +763,15 @@ document.addEventListener('DOMContentLoaded', function () { // Single selects document.querySelectorAll('.searchable:not(.multi-searchable)').forEach(function(el) { let parentModal = el.closest('.modal'); - $(el).select2({ - placeholder: "Select..", + const select2Options = { allowClear: false, minimumResultsForSearch: 0, dropdownParent: parentModal ? $(parentModal) : $(document.body) - }); + }; + if (el.id !== 'memberFilter') { + select2Options.placeholder = "Select.."; + } + $(el).select2(select2Options); }); // Multi selects @@ -771,6 +808,7 @@ const API = ''; const SALES_CHECK_DUPLICATE_URL = ''; /** Normalized company name when edit modal opened — same name retyped after clear must not count as duplicate */ let trackerEditLeadOriginalCompanyNorm = ''; +const defaultFinancialYear = ''; let filter = 'all'; let lead_id = null; let global_lead_assigned_to = null; @@ -780,6 +818,58 @@ let currentPage = 1; let limit = 9; let currentOffset = 0; +function getCurrentFY() { + const today = new Date(); + const year = today.getFullYear(); + const month = today.getMonth(); + const startYear = month >= 3 ? year : year - 1; + return startYear + '-' + String(startYear + 1); +} + +function initSalesToolbarFilters() { + const fySelect = document.getElementById('financialYearFilter'); + const params = new URLSearchParams(window.location.search); + + if (fySelect) { + let fy = params.get('fy') || defaultFinancialYear || getCurrentFY(); + const matched = Array.from(fySelect.options).some(opt => opt.value === fy); + if (!matched && fySelect.options.length > 0) { + fy = fySelect.options[0].value; + } + fySelect.value = fy; + } + + const statusParam = (params.get('status') || 'all').toLowerCase(); + const statusTab = Array.from(document.querySelectorAll('.filter-tabs .tab')) + .find(tab => (tab.dataset.filter || '').toLowerCase() === statusParam); + if (statusTab) { + document.querySelectorAll('.filter-tabs .tab').forEach(tab => tab.classList.remove('active')); + statusTab.classList.add('active'); + filter = statusTab.dataset.filter || 'all'; + } + + const memberSelect = document.getElementById('memberFilter'); + const memberId = params.get('member'); + if (memberSelect && memberId && Array.from(memberSelect.options).some(opt => opt.value === memberId)) { + memberSelect.value = memberId; + if (window.jQuery) { + $(memberSelect).trigger('change.select2'); + } + } +} + +function getSelectedMemberIds(defaultIds) { + const memberFilter = document.getElementById('memberFilter'); + if (memberFilter && memberFilter.value) { + return [memberFilter.value]; + } + return Array.isArray(defaultIds) ? defaultIds : []; +} + +function getSelectedFinancialYear() { + return document.getElementById('financialYearFilter')?.value || defaultFinancialYear || getCurrentFY(); +} + function openModal(id) { document.getElementById(id).classList.add('active'); resetFlatpicker(); } // function closeModal(id) { document.getElementById(id).classList.remove('active'); } @@ -940,7 +1030,11 @@ function setFilter(val, el) { document.querySelectorAll('.tab').forEach(t => t.classList.remove('active')); el.classList.add('active'); filter = val; - fetchLeads(); + const searchInput = document.getElementById('mainSearch'); + if (searchInput) { + searchInput.value = ''; + } + fetchLeads(false); } // 1. Leads Grid Logic @@ -970,6 +1064,7 @@ async function fetchLeads(isLoadMore = false) { const btnLoadMore = document.getElementById('btn-load-more'); const spinner = document.getElementById('load-more-spinner'); const text = document.getElementById('load-more-text'); + const selectedMemberIds = getSelectedMemberIds(salesManagerHeadIds); // 1. Define the empty state HTML early so we can use it immediately if needed const emptyStateHTML = `
@@ -980,7 +1075,7 @@ async function fetchLeads(isLoadMore = false) {
`; // 2. 🛑 SHORT-CIRCUIT: If no sales manager IDs exist, show empty state and stop! - if (typeof salesManagerHeadIds === 'undefined' || salesManagerHeadIds.length === 0) { + if (selectedMemberIds.length === 0) { console.log("No Sales Manager IDs found. Skipping API call."); grid.innerHTML = emptyStateHTML; btnLoadMore.style.display = 'none'; // Hide the load more button @@ -1005,11 +1100,15 @@ async function fetchLeads(isLoadMore = false) { } // 5. Build URL with dynamic offset - let url = `${API}/leads?status=${filter === 'all' ? '' : filter}&search=${q}&limit=${limit}&offset=${currentOffset}`; - // url += `&assigned_to=${salesManagerHeadIds.join(',')}`; // We already proved it exists above! - if (typeof salesManagerHeadIds !== 'undefined' && salesManagerHeadIds.length > 0) { - url += `&assigned_to=${salesManagerHeadIds.join(',')}`; - } + const params = new URLSearchParams({ + status: filter === 'all' ? '' : filter, + search: q, + limit, + offset: currentOffset, + assigned_to: selectedMemberIds.join(','), + financial_year: getSelectedFinancialYear() + }); + let url = `${API}/leads?${params.toString()}`; console.log("Fetching API:", url); @@ -2394,7 +2493,78 @@ function convertDBFormatted(input) { seconds.padStart(2, '0') ); } -fetchLeads(); + +function csvEscape(value) { + const text = String(value ?? '').replace(/"/g, '""'); + return `"${text}"`; +} + +function capitalizeStatus(value) { + const text = String(value ?? '').trim(); + return text ? text.charAt(0).toUpperCase() + text.slice(1).toLowerCase() : ''; +} + +function formatIndianDate(value) { + if (!value) return ''; + const date = new Date(String(value).replace(' ', 'T')); + if (Number.isNaN(date.getTime())) return value; + + return date.toLocaleString('en-IN', { + day: '2-digit', + month: '2-digit', + year: 'numeric', + hour: '2-digit', + minute: '2-digit', + hour12: true + }).replace(',', '').toUpperCase(); +} + +function downloadCsv(filename, rows) { + const csv = rows.map(row => row.map(csvEscape).join(',')).join('\n'); + const blob = new Blob([csv], { type: 'text/csv;charset=utf-8;' }); + const link = document.createElement('a'); + link.href = URL.createObjectURL(blob); + link.download = filename; + link.click(); + URL.revokeObjectURL(link.href); +} + +async function exportLeadsCsv() { + const selectedMemberIds = getSelectedMemberIds(salesManagerHeadIds); + if (selectedMemberIds.length === 0) return toastr.warning('No members available to export'); + + const params = new URLSearchParams({ + status: filter === 'all' ? '' : filter, + search: document.getElementById('mainSearch')?.value || '', + limit: 10000, + offset: 0, + assigned_to: selectedMemberIds.join(','), + financial_year: getSelectedFinancialYear() + }); + + const res = await fetch(`${API}/leads?${params.toString()}`); + const json = await res.json(); + const rows = [ + ['Company', 'Email', 'Phone', 'Status', 'Assigned To', 'Created At'], + ...(json.data || []).map(l => [ + l.company_name || '', + l.email || '', + l.phone || '', + capitalizeStatus(l.status), + l.assigned_to_name || '', + formatIndianDate(l.created_at) + ]) + ]; + downloadCsv(`sales-leads-${getSelectedFinancialYear()}.csv`, rows); +} + +initSalesToolbarFilters(); +fetchLeads().then(() => { + const leadId = new URLSearchParams(window.location.search).get('lead_id'); + if (leadId) { + viewDetail(leadId); + } +}); // ================================================================ // COMPANY SEARCH — Odoo-style autocomplete diff --git a/public/sample_excel/sample_correction .xls b/public/sample_excel/sample_correction.xls similarity index 100% rename from public/sample_excel/sample_correction .xls rename to public/sample_excel/sample_correction.xls